Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
National Diagnostic Solutions LLC August 2014 - Present
KKR September 2012 - August 2014
Bank of America Merrill Lynch August 2011 - September 2012
Sagent Advisors July 2010 - July 2011
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Bloomberg, Finance, Portfolio Management, Leveraged Finance, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, Business Economics & Public Policy
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics with Distinction
Massachusetts Institute of Technology 2009 — 2009
Cross Registration Program, Corporate Financial Accounting
Trinity Preparatory School 2002 — 2006
Harvard Business School August 2014 - Present
Sponsors for Educational Opportunity September 2012 - July 2014
Bank of America Merrill Lynch March 2011 - August 2012
Barclays Capital July 2008 - January 2011
MetLife 2005 - 2006
MetLife 2005 - 2006
Skills
High Yield, Bloomberg, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Bonds, Bloomberg Terminal, Derivatives, Valuation, Financial Analysis, Financial Markets, CDS, Emerging Markets
Education
University of Rochester 2004 — 2008
B.A., Financial Economics
Harvard Business School
Randolph High School
Bank of America Merrill Lynch June 2015 - Present
CompStak® April 2014 - Present
Ayala Corporation June 2013 - August 2013
APCO Worldwide May 2012 - August 2012
SocialSphere, Inc. February 2012 - May 2012
Education
Harvard University
Economics
Newbury Park High School
High School Diploma
Flywheel Sports June 2014 - June 2015
Catterton Partners July 2011 - July 2013
Sagent Advisors August 2009 - June 2011
Bank of America Merrill Lynch April 2009 - July 2009
Merrill Lynch July 2008 - July 2009
Sheffield Asset Management May 2007 - August 2007
Covington & Burling May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics, Finance
Bank of America Merrill Lynch March 2014 - Present
Charitable Connect 2010 - Present
Morgan Stanley March 2012 - June 2013
Johnson & Johnson 2007 - 2009
Pioneer Investment Management 1999 - 2006
Skills
Marketing, Project Management, B2B, Strategy, Brand Management, Competitive Analysis, Product Marketing, Market Research, Marketing Strategy, Cross-functional Team..., Marketing Management, Digital Marketing, Market Planning, Pricing, Marketing Research, Product Management, Marketing Communications, Market Analysis, Product Development, Integrated Marketing, Training, Business Development, CRM, Leadership
Education
Michigan State University - The Eli Broad College of Business 2006 — 2008
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Harvard Extension School 2003 — 2005
Foundation in graduate coursework: Marketing & Change Management
University of New Hampshire 1993 — 1997
BS, Economics & Environmental Resources
Bank of America Merrill Lynch June 2015 - August 2015
GrainCorp March 2013 - July 2014
Boutique Aviation Consulting Firm June 2011 - December 2012
TNT Express October 2007 - April 2011
Skills
Process Improvement, Logistics, Project Management, Business Strategy, Change Management, Asset Managment, Negotiation, Operations Management, Business Analysis, Analytical Modelling, Teamwork, Stakeholder Management, Aviation, Transportation, Supply Chain Management, Project Delivery, Account Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Sydney 2001 — 2004
Bachelor of Engineering (BEng), Aerospace, Aeronautical and Astronautical Engineering, Honours Class I
Cranleigh School 1995 — 2000
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Education
Harvard University 2011 — 2015
Bachelor's degree, Applied Mathematics/Statistics
Bank of America Merrill lynch August 2013 - Present
Bank of America Merrill Lynch July 2007 - July 2013
Daiwa Securities SMBC Europe Limited October 1993 - July 2007
KPMG Management Consulting 1991 - 1993
Skills
Trading Systems, Equities, Fixed Income, Derivatives, Capital Markets, Equity Derivatives, Investment Banking, Hedge Funds, Reference Data, Trading, Market Data, Electronic Trading, Credit Derivatives, FX Options, Equity Trading, Interest Rate..., Market Risk, Risk Management, Structured Products, Operational Risk, Prime Brokerage, Financial Markets, Options
Education
Heriot-Watt University 1987 — 1991
Bachelor of Science, Computer Science
Edinburgh Academy 1976 — 1987
Bank of America Merrill Lynch July 2014 - Present
Harvard Business School February 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Harvard Summer School June 2012 - August 2012
Harvard Business School June 2011 - August 2011
Skills
Stata, Microsoft Excel, Mathematical Modeling, R, Microsoft Word, PowerPoint, C, SNL, FactSet, Economics, Data Analysis, Statistics, Research, Quantitative Analytics, Financial Modeling, Bloomberg
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Applied Mathematics, Economics, Cum Laude
Hackley School 2004 — 2010
Cum Laude, Honors in Mathematics and Science
The Metropolitan Museum of Art 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
Skills
Investment Banking, Private Equity, Bloomberg, Financial Modeling, Valuation, Capital Markets
Education
Harvard College 2007 — 2011
BA, Classical Languages and Literature, summa cum laude
McKinsey & Company July 2013 - April 2015
Bank of America Merrill Lynch June 2012 - August 2012
Associated Students of Stanford University August 2011 - May 2012
Bain Capital June 2011 - August 2011
Booz & Co June 2010 - August 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2009 — 2013
B.S, Management Science & Engineering
Cathedral 2007 — 2009
The Doon School 2004 — 2007
Foley & Lardner LLP October 2014 - Present
Foley & Lardner LLP May 2013 - Present
University of Wisconsin Law School August 2011 - May 2014
Foley & Lardner LLP June 2012 - July 2012
Bank of America Merrill Lynch June 2008 - July 2011
Columbia University June 2006 - August 2006
Skills
Financial Modeling, Microsoft Office
Education
University of Wisconsin Law School 2011 — 2014
J.D., Juris Doctor Candidate
University of Southern California - Marshall School of Business 2004 — 2008
BS, Business Adminstration, Corporate Finance and International Business
HKUST Business School 2007 — 2007
Interscope Records June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Jack Wills Aubin & Wills January 2012 - August 2013
Revolution Prep April 2011 - December 2012
Skills
Event Planning, Research, Microsoft Excel, Financial Analysis, Marketing Strategy, Microsoft Word, Bloomberg, Marketing, Equity Research, A&R, Music Industry
Education
Harvard University
Bachelor of Arts (B.A.), Psychology - Social and Cognitive Neuroscience
Marian High School
Grant Thornton LLP April 2015 - Present
The North Highland Company July 2013 - April 2015
Bank of America June 2012 - July 2013
Bank of America Merrill Lynch January 2009 - July 2012
Bank of America January 2002 - March 2008
Accenture January 1997 - January 2002
Burlington Industries January 1995 - January 1997
Jefferson Pilot Financial January 1990 - January 1995
Skills
Business Strategy, International Business, New Business Development, Business Management, Management Consulting, Business Change..., Operations Management, Project Execution, Global Delivery, Product Management, Global Client Management, Leadership, Management, Change Management, Project Management, Enterprise Software, Financial Analysis, Mergers & Acquisitions, Marketing Strategy, Performance Management, Six Sigma, Program Management, Executive Management, CRM, Integration
Education
University of North Carolina at Greensboro 1994 — 2006
MBA, Business Administration & Strategy
High Point University 1986 — 1990
BS, Business Administration & Economics
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch 2012 - 2012
China eCapital February 2011 - August 2011
Beijing Language and Culture University September 2009 - August 2010
Pacific Growth Equities July 2006 - May 2009
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Harvard University 2001 — 2006
AB, Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Bank of America Merrill Lynch 2015 - Present
Veracity Worldwide 2014 - 2015
Threat Pattern, LLC 2013 - 2014
Bank of America Merrill Lynch 2011 - 2013
U.S. Government 1998 - 2011
Council on Foreign Relations 1997 - 1998
Skills
Security, Crisis Management, Risk Management, Government, Security Management, Risk Assessment, Analysis, Security Operations, Intelligence, Physical Security, Counterterrorism, Policy, National Security, Intelligence Analysis, Private Investigations
Education
Harvard University Kennedy School of Government 2013 — 2014
Master of Public Administration (MPA) (Mid-Career Program)
Harvard University 1992 — 1996
B.A., Magna Cum Laude, History
Milton Academy 1988 — 1992
Bank of America Merrill Lynch April 2014 - Present
ING Financial Partners June 2013 - March 2014
Romney for President September 2011 - November 2012
Skills
Public Speaking, Microsoft Office, Economics, Research, PowerPoint, Stata, Social Media, Financial Analysis, Data Analysis, Financial Modeling
Education
Harvard University 2009 — 2013
Bachelor of Arts, Economics
Stanstead College 2005 — 2009
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Chinese American Biomedical Association August 2010 - August 2012
AstraZeneca 2011 - 2012
AstraZeneca 2009 - 2011
Harvard University 2010 - 2010
Harvard University 2006 - 2009
Phillips Brooks House Association Harvard Chinatown ESL 2005 - 2009
Memorial Sloan-Kettering Cancer Center 2007 - 2007
Skills
Lifesciences, Biotechnology, Pharmaceutical Industry, Molecular Biology, Oncology, Research, Investment Banking, Data Analysis, Financial Modeling, Business Development, Financial Analysis, Competitive Analysis, Strategy, Biochemistry, Due Diligence, Valuation, Market Analysis, Corporate Finance, Life Sciences
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance, Healthcare Management
Harvard University 2005 — 2009
B.A., Chemistry, cum laude
Bayard Rustin HS for the Humanties 2001 — 2005
The Collegiate Club October 2014 - Present
The Innocents August 2013 - Present
BICDO Youth October 2012 - September 2014
Willis Re July 2013 - July 2013
Bank of America Merrill Lynch April 2013 - April 2013
International Maritime Organization July 2012 - July 2012
Citi July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Social Media Marketing, Teamwork
Education
Harvard University 2014 — 2018
Bachelor's Degree, Social Studies
Whitgift School 2008 — 2014
High School
American Securities Capital Partners, L.P. August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Education
Harvard College 2008 — 2012
A.B., Government; Language Citation, Spanish
Brunswick School 2004 — 2008
Bank of America Merrill Lynch July 2015 - Present
SoftBank Capital June 2014 - August 2014
HourlyNerd July 2013 - April 2014
ING Financial Partners May 2010 - August 2010
ING Financial Partners May 2010 - August 2010
Skills
Economics, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Private Equity, Market Research, Entrepreneurship, Public Speaking, Business Strategy
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Draper University 2012 — 2012
Carolina Bank July 2012 - Present
Bank of America Merrill Lynch May 2007 - July 2012
RBC 2001 - 2007
Culp Inc. 2000 - 2001
Four Oaks Bank & Trust 1997 - 1999
Skills
Commercial Banking, Credit Analysis, New Business Development, Small Business Lending, Portfolio Management, Loans, Banking, Commercial Lending, Customer Service, Credit, Risk Management, Cash Management, Underwriting, Leadership, Strategy, Management, Strategic Planning, CRM, Sales, Mortgage Lending, Business Analysis, Financial Analysis, Mergers & Acquisitions, Finance, Retail Banking, Accounting, Recruiting, Auditing
Education
High Point University 1996 — 2000
Bachelor Science, Business Administration with Concentration in Finance
Clayton High School
USBancorp Investments Inc. October 2012 - Present
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch February 2004 - May 2011
Banc of America Investment Services February 1995 - January 2004
Banc of America Securities September 1998 - May 2001
NationsBank Investment Services January 1992 - January 1995
Sovran Investment Services November 1989 - December 1991
Fidelity Investments June 1986 - September 1989
Skills
Finance, System Development, Offshore Software..., Project Management, User Interface Design, Trading, Trading Systems, Electronic Trading, Investments, Brokerage, Sales, Portal Development, Fixed Income, Call Center, Credit Risk, Risk Management, Operational Risk, Market Risk, Liquidity Risk, Marketing, New Business Development, New Product Ideas, New Product..., Liquidity Management, Liquidity Solutions, Funds Transfer Pricing, Interest Rate Risk..., Rating Agency Relations, Interest Rate Hedging, Trading System..., Operational Risk..., Technology Risk, Bloomberg Software, Front Office Trading..., Financial Services, Banking, Securities, Bloomberg, Credit Derivatives, Market Data
Education
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Roxbury Latin School 1975 — 1980
B.S., Economics, Business
Bank of America Merrill Lynch December 2012 - Present
Skills
Finance, Business Development, Forecasting, Sales, Negotiation, Financial Analysis, Account Management, Banking, Strategy, Credit, Foreign Exchange, Hedging, Commodity Risk..., Investment Strategies, Trade Finance, Supply Chain, ERP Software, Risk Management, International Logistics, Payment Card Processing, Credit Cards, Marketing, Treasury Management, Leadership, Cash Management, Financial Risk, Commercial Banking, Payments, Treasury, Portfolio Management, FX Options, Relationship Management
Education
Harvard Law School 2012 — 2012
Program On Negotiation, Negotiations
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, General Management
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Finance
Elgin High Scool
GenNx360 Capital Partners July 2014 - Present
Stelliam Investment Management May 2013 - August 2013
GTCR July 2010 - June 2012
Bank of America Merrill Lynch June 2008 - June 2010
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Notre Dame 2004 — 2008
B.B.A.
Castanea Partners August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - July 2012
Goldman Sachs June 2009 - August 2009
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Lehigh University 2008 — 2010
B.S., Finance
Lehigh University - College of Business and Economics 2007 — 2010
Finance
The Pingry School 2002 — 2006
High School
Hillsdale College August 2014 - Present
Bank of America Merrill Lynch December 2014 - August 2015
Investment Management Firm September 2013 - August 2014
Life Time Fitness May 2014 - July 2014
Sanford Rose Associates - Rochester May 2012 - January 2013
Romney for President October 2011 - December 2012
Skills
Public Speaking, Leadership, Fundraising, Strategy, Training, Politics, Marketing, Social Media, Finance, Economics, Research, Public Affairs, Trade Finance, Budgets, Grassroots Organizing, Political Campaigns, Event Planning, Speech Writing, Legislative Relations, Recruiting, Community Engagement, Project Planning, Data Analysis, Human Resources, Microsoft Office, Market Research, Public Relations, Public Policy, Marketing Communications
Education
Hillsdale College 2014 — 2018
Bachelor of Arts (B.A.), Politics, Philosophy, & Marketing/Management
Rochester High School 2010 — 2014
Diploma, College Preparatory
Forbes Private Capital Group 2013 - Present
Deutsche Bank 2012 - 2012
Bank of America Merrill Lynch 2011 - 2011
Skills
Private Equity, Venture Capital, Due Diligence, Capital Raising, Alternative Investment..., Investor Relations, Financial Modeling
Education
Harvard University 2011 — 2013
Master in Public Administration
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Finance & Econometrics
University of London
Master's Degree, Finance
University of Cambridge
Bachelor's Degree, Land Economy (Real Estate)
Massachusetts State Senate February 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Hay Group June 2014 - August 2014
Gainsight June 2013 - August 2013
The Junior Statesmen Foundation June 2011 - June 2013
City of Agoura Hills January 2012 - May 2013
FBLA April 2012 - April 2013
California Republican Party June 2012 - November 2012
Chyten Educational Services June 2011 - August 2011
Skills
Public Speaking, PowerPoint, Non-profits, Event Planning, Microsoft Excel, Politics, Microsoft Office, Social Media, Microsoft Word, Mandarin, Research, Photoshop, Public Relations, Community Outreach, Budgets, Nonprofits, Management, Fundraising, Spanish, Marketing, Social Networking, Leadership, Entrepreneurship, Data Analysis, HTML, Teamwork, Writing, Teaching
Education
Harvard University 2013 — 2017
Bachelor's degree, Applied Mathematics [Economics]
Westlake High School 2009 — 2013
Bank of America Merrill Lynch July 2014 - September 2015
Harvard John A. Paulson School of Engineering and Applied Sciences September 2012 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Duxbury Financial, LLC June 2012 - August 2012
Wyss Institute for Biologically Inspired Engineering September 2011 - May 2012
Harvard John A. Paulson School of Engineering and Applied Sciences May 2011 - August 2011
Education
Harvard University 2010 — 2014
A.B. with Honors, Applied Mathematics
Triton Regional High School 2006 — 2010
Valedictorian, Class of 2010
Bank of America Merrill Lynch June 2015 - August 2015
Crédit Agricole Debt Restructuring Department June 2014 - August 2014
MobileOCT June 2013 - August 2013
Groupama Insurance June 2012 - August 2012
Camp Kinneret July 2011 - July 2011
Foundation for the Memory of the Holocaust August 2010 - August 2010
Education
Harvard University 2012 — 2016
Bachelor of Arts (BA), Economics
Orayta School 2011 — 2012
Gap Year Program in Jerusalem
Ramaz High School 2007 — 2011
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch May 2011 - January 2013
Goldman Sachs June 1992 - May 2011
Education
Harvard University 1987 — 1992
BA, Mathematics
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
City Wine Tours September 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Customer Service, Data Analysis, Financial Analysis, Matlab, Economics
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics, Cum Laude
Point Pleasant Beach High School 2006 — 2010
Irving Place Capital July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Canaccord Adams June 2009 - August 2009
Basketball World Toronto September 2006 - August 2009
Canaccord Adams September 2008 - December 2008
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, LBO, Investment Banking, Financial Analysis, Mergers & Acquisitions, Private Equity, Creative Problem Solving, Capital Markets, Hedge Funds, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Crescent School 2003 — 2007
Macrocure February 2015 - Present
Credit Suisse July 2010 - February 2015
Leerink Swann August 2009 - July 2010
Bank of America Merrill Lynch September 2001 - August 2009
Lehman Brothers July 1998 - June 1999
PAREXEL June 1997 - July 1998
Lehman Brothers August 1994 - May 1997
Skills
Strategy, Investment Banking, Healthcare, Valuation, Financial Modeling, Corporate Development, Restructuring, Mergers & Acquisitions, Due Diligence, Corporate Finance, Medicine, Private Equity, IPO, Financial Analysis, Clinical Research, Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Haverford College 1990 — 1994
BA, Economics
Bank of America Merrill Lynch June 2015 - Present
Bain & Company 2011 - July 2014
Invesyde 2009 - 2010
Skills
Due Diligence, Private Equity, Business Strategy, Financial Modeling, Management Consulting
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Universidad Pontificia Comillas 2005 — 2010
Ingeniero Industrial
Universität Karlsruhe (TH) 2008 — 2009
Elektrotechnik
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
Texas Pacific Group August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Valuation, Financial Modeling, LBO, Financial Analysis, Bloomberg, Capital IQ, Investment Banking, Special Situations, Private Equity, Capital Markets, Investments, Equity Research, Deal Execution, DCF, Equities
Education
Harvard Business School 2014 — 2016
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), BHP and Finance
Bank of America Merrill Lynch June 2015 - August 2015
Martson Law Offices January 2013 - August 2013
South Middleton Township September 2009 - August 2013
Boiling Springs Pool June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Economics, Social Networking, Finance, Customer Service, English, Leadership, Time Management, Social Media, Statistics, Event Planning, Data Analysis, French
Education
HEC Paris
International Exchange Program, International Finance & French
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor of Science, Business, Finance & Statistics
Boiling Springs High School 2009 — 2013
High School Diploma, Valedictorian
Keystone Consulting Group August 2014 - April 2015
Bank of America Merrill Lynch April 1997 - April 2014
Fleet Bank February 1992 - March 1997
Appraisal Group October 1988 - February 1992
Skills
Real Estate Economics, Due Diligence, Asset Management, Team Building, Real Estate, Investments, Portfolio Management, Valuation, Loans, Financial Analysis, Banking, Commercial Real Estate, Disposition, Mergers & Acquisitions, Real Estate Development, Corporate Real Estate, Mortgage Lending, Investment Properties, Credit, Underwriting, Financial Structuring, Commercial Lending, Loan Origination, Real Estate Transactions, Credit Analysis, Finance, Commercial Banking, Commercial Mortgages, Financial Risk, Real Estate Financing, Refinance, Mortgage Banking, Appraisals, Mortgage Underwriting, Lines Of Credit, Loan Modifications
Education
Massachusetts Institute of Technology 1984 — 1985
MSRED, Real Estate
Harvard University Kennedy School of Government 1983 — 1984
MPA, Public Administration
Deutsche Asset & Wealth Management 2012 - Present
Bank of America Merrill Lynch 2005 - 2012
J.P. Morgan 2000 - 2005
Procter & Gamble 1995 - 1998
Skills
Client Development, Asset Management, Wealth Management, Investment Management, Investments, Corporate Finance, Portfolio Management, Capital Markets, Asset Allocation, Global Client Management, Financial Analysis
Education
Harvard Business School
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
Sleekhair May 2013 - January 2014
United Way of San Diego County May 2013 - August 2013
Lamont Cafe at Harvard University December 2012 - May 2013
Tilly's June 2012 - August 2012
Skills
Public Speaking, Social Media Marketing, Event Planning, Nonprofits, Sales, Customer Service, Microsoft Office, Leadership, Research, Blogging, Editing, Fundraising, SEO
Education
Harvard University 2011 — 2015
Bachelor of Science (BS), Major: Economics, Minors: Chemistry, Spanish
Valencia High School 2007 — 2011
4.5 GPA
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Wyss Institute for Biologically Inspired Engineering February 2014 - June 2014
Citi June 2013 - August 2013
Citi June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Excel, Photoshop, Social Media, Research, Blogging, Microsoft Excel, Photography, Leadership, Facebook, Microsoft Word, Social Networking, Editing, Digital Photography, Data Analysis, Social Media Marketing, Public Speaking, Community Outreach, Event Planning, Statistics
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Biomedical Engineering
Iona Preparatory School 2007 — 2011
Bank of America Merrill Lynch September 2009 - Present
Citi May 2005 - September 2009
Merrill Lynch December 1992 - May 2005
The White House May 1990 - September 1991
Skills
Wealth Management, Retirement Services, Policy, Asset Management, Investments, Business Strategy, Investment Advisory, Hedge Funds, Retirement, Strategy, Financial Advisory, Alternative Investments, Asset Managment, Banking, Mutual Funds, Bonds, Series 24, Financial Services, Financial Modeling, Leadership, Series 63, Portfolio Management, Equities, Trading, Wealth, Asset Allocation, Securities, Series 7, Investment Strategies, Fixed Income
Education
Harvard University Kennedy School of Government 1990 — 1992
Master in Public Policy, Business & Government Relationship
Penn State University 1985 — 1989
BS, Economics
Citi June 2012 - Present
Bank of America Merrill Lynch May 2011 - August 2011
World Teach June 2010 - August 2010
Skills
Economics, Trading, Sales, Stata, Data Analysis, Bloomberg, Research, Microsoft Excel, Valuation, PowerPoint, R, FX Options, Fixed Income, Microsoft Office, Emerging Markets, Marketing Strategy, Financial Modeling, Social Media, Portfolio Management
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics
Los Gatos High School 2004 — 2008
Bank of America Merrill Lynch February 2015 - Present
Wells Fargo September 2013 - Present
PNC Bank March 2010 - Present
New Insights, Inc. August 2003 - April 2011
Wachovia Bank March 1998 - December 2001
Skills
Sales, Loans, Consumer Lending, Banking, Credit, Relationship Management, Wealth Management, Customer Service, Team Building, Strategic Planning, Cold Calling, Coaching, Recruiting, New Business Development, Public Speaking, Marketing, Training, Leadership Development, Direct Sales, Small Business Lending, Retail Banking, Commercial Lending, Fundraising, Financial Analysis, Leadership, Commercial Banking, Team Leadership, Marketing Strategy, CRM, Residential Mortgages, Credit Risk, Portfolio Management, Social Networking, Credit Analysis, Human Resources, Technical Recruiting, Account Management, Underwriting, Strategic Financial..., Sales Management, Mortgage Lending, Project Management, Process Improvement, Talent Acquisition, Microsoft Excel, Risk Management, SDLC, Business Analysis, Loan Origination, Commercial Mortgages
Education
Western Seminary 2001 — 2003
Master's Degree, Counseling Psychology
High Point University 1998 — 2001
Bachelor of Science, Psychology
Citizens Bank January 2013 - Present
Bank of America Merrill Lynch 2004 - 2012
Fleet National Bank 1999 - 2004
Bank of Boston 1988 - 1999
Morgan Guaranty Trust Company 1982 - 1988
Skills
Alternative Investments, Asset Management, Banking, Bloomberg, Business Strategy, Cash Management, Commercial Lending, Credit, Credit Analysis, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Structuring, Hedge Funds, Investments, Loans, Management, Mergers, Middle Market, Portfolio Management, Private Equity, Relationship Management, Securities, Series 63, Strategic Financial..., Strategic Planning, Structured Finance, Venture Capital, Asset Allocation, Business Development, Capital Markets, Commercial Banking, Corporate Finance, Credit Risk, Emerging Markets, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Leveraged Finance, Mutual Funds, Risk Management, Series 7, Strategic Partnerships, Strategy, Treasury Management, Valuation
Education
Harvard University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Noble and Greenough
Emerging Capital Partners October 2010 - June 2014
Bank of America Merrill Lynch July 2008 - June 2010
UCB Pharma June 2006 - August 2006
UCB Pharma July 2005 - August 2005
Skills
Private Equity, Financial Modeling, Emerging Markets, Investment Banking, Corporate Finance, Valuation, LBO, Investments, Equities, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Analysis, Venture Capital
Education
Harvard Business School 2014 — 2016
General Management
University of Virginia, McIntire School of Commerce 2004 — 2008
BS, Commerce, Finance
EFE Montaigne
Baccalaureate, Sciences, Math major
Bank of America Merrill Lynch July 2011 - Present
SandCastles September 2008 - July 2011
Longfellow Benefits September 2010 - January 2011
Cutter Associates 2011 - 2011
Mercer April 2004 - September 2008
Putnam Investments April 1997 - April 2004
Putnam Investments 1994 - 1997
Putnam Investments 1991 - 1994
Hobart & William Smith Outdoor Recreation/Activity Program 1988 - 1991
Skills
Mutual Funds, Retirement, 401k, Investments, Series 7, Financial Services, Series 63, Retirement Planning, Pensions, Finance
Education
Lesley University 1998 — 2000
MEd, Creative Arts in Learning
Hobart and William Smith Colleges 1984 — 1988
BA, American Studies
Disney Interactive September 2015 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Swiss Re May 2014 - August 2014
Warner Bros. Records August 2013 - December 2013
Wunder Management January 2012 - January 2013
Q Talent Management January 2011 - January 2012
Skills
Social Networking, Social Media, Television, Public Relations, Social Media Marketing, Advertising, Microsoft Office, Photoshop, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Public Speaking, Marketing Research
Education
University of Southern California 2012 — 2016
Bachelor of Business Administration, Finance
HEC Paris 2014 — 2014
Bachelor's Degree, International Finance
New York University 2011 — 2011
Bachelor of Arts (B.A.), Economics
San Marino High School
4.3 GPA
WisdomTree Asset Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Un Techo para mi País June 2010 - August 2010
Los Angeles Dodgers June 2009 - August 2009
Skills
Economics, Financial Modeling, Valuation, Investment Banking, Stata, Financial Analysis, Equities, Investments, Corporate Finance, Microsoft Excel
Education
Harvard University 2008 — 2012
AB, Government
Brentwood Associates August 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Raymond James Financial Inc. June 2012 - August 2012
Education
Harvard University 2009 — 2013
AB, Human Developmental and Regenerative Biology
Arvest Bank October 2014 - Present
Bank of America Merrill Lynch May 2009 - October 2014
Bank of America January 2006 - May 2009
Bank of America January 2001 - January 2006
Skills
Credit, Banking, Mortgage Lending, Loans, Wealth Management, Commercial Banking, Commercial Lending, Credit Analysis, Customer Service, Team Leadership, Investments, Finance, Management, Financial Analysis, Portfolio Management, Private Banking, Small Business Lending, Consumer Lending, Loan Origination, Retail Banking, Relationship Management, Credit Risk, Financial Planning, Leadership, Team Building
Education
Hawkeye Community College 1985 — 1987
Associate Degree, Business
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Hendrix College 2013 — 2017
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
AXA Advisors June 2013 - August 2013
JumarMarketing, LLC June 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Financial Analysis, Portfolio Management, Arabic, Armenian, Corporate Finance, Financial Accounting, Teamwork, Strategic Communications, Social Networking, Series 7, Social Media, Crisis Communications, Data Analysis, Event Planning, Leadership, Media Relations, Microsoft Office, Project Management, Public Relations, Public Speaking, Newsletters
Education
Hobart and William Smith Colleges 2011 — 2015
Economics B.A., Economics
Middlebury College 2012 — 2012
Middlebury Monterey Language Academy: Arabic Immersion Program, Language
Greenwich High School 2007 — 2011
High School Diploma
Bank of America Merrill Lynch June 2014 - August 2014
Alvarez & Marsal June 2013 - August 2013
Skills
Economics, Data Analysis
Education
Harvard College 2011 — 2015
Political Science and Government
Horace Greeley High School 2007 — 2011
Harvard CrimsonEMS January 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Five Seasons Family Sports Club April 2013 - August 2013
Skills
Public Speaking, Teaching, Politics, Chinese, Java, Economics, Microsoft Excel, PowerPoint, LaTeX, Customer Service, Research, Social Media, QuickBooks, English, Swimming, Piano, Microsoft Office
Education
Harvard University 2013 — 2017
Bachelor’s Degree, Bioengineering, Economics
Hinsdale Central High School 2009 — 2013
High School
Bank of America Merrill Lynch December 2014 - Present
Federal Reserve Bank of New York April 2010 - November 2014
Federal Reserve Bank of New York June 2005 - April 2010
Morgan Stanley March 2000 - May 2005
Skills
Quant, Applied Econometrics, Macroeconomics, cross-asset analysis, Quantitative Analytics, Economics, Finance, Foreign Exchange, Monetary Policy, Econometrics, Quantitative Investing, Bloomberg, Financial Markets, Currency, Fixed Income, Capital Markets, Economic Research, Emerging Markets, Financial Modeling, Analysis
Education
University of Oxford 1994 — 1999
PhD, Economics
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, International Trade and Economics
Stanford University 1986 — 1990
B.A., Economics
Workday June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Point Hope Group July 2012 - August 2012
US Army 2011 - 2012
US Army 2009 - 2011
US Army 2007 - 2009
Skills
Intelligence, Operational Planning, MIlitary Intelligence, National Security, Combat, Security, Security Clearance, Training, Military, Army, Military Experience, Military Operations, Counterinsurgency, Leadership, Valuation, Business Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (BS), Engineering/Industrial Management (w/ concentration in Civil)
Belk June 2015 - Present
Victoria's Secret June 2011 - Present
The Coca-Cola Company June 2014 - August 2014
J.P. Morgan 2014 - 2014
Bank of America Merrill Lynch 2014 - 2014
Goldman Sachs 2013 - 2013
TJX June 2010 - August 2010
Skills
Sales, Merchandising, Marketing Strategy, Fashion, Apparel, Customer Satisfaction, Customer Service, Inventory Management, Marketing, Microsoft Word, Public Speaking, Retail, Teamwork, Time Management, Leadership, Facebook, Microsoft Excel
Education
Spelman College 2012 — 2016
Bachelor's degree, Economics
Harvard Business School 2015 — 2015
Certificate, HBS Summer Venture in Management Program Participant
Yonsei University
Cultural Engagement
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
HSBC July 2013 - September 2013
European Youth Parliament September 2008 - September 2012
Skills
Research, Microsoft Excel, Matlab, Microsoft Office, PowerPoint, Prezi, Marketing Strategy, Presentations, Event Planning, Turkish, German
Education
The University of Chicago 2011 — 2015
Bachelor's degree, Economics
Ruprecht-Karls-Universität Heidelberg 2012 — 2012
Goethe-Zertifikat B2, Business German
VKV Koc Ozel Lisesi 2007 — 2011
International Baccalaureate
University of Pennsylvania 2010 — 2010
Pre-College Program, Economics and Game Theory
Morgan Stanley Investment Management July 2015 - Present
Goldman Sachs January 2013 - June 2015
Bank of America Merrill Lynch January 2012 - June 2012
Bank of America Merrill Lynch July 2010 - December 2010
Gap Inc./Gap June 2009 - April 2010
DeBeers Diamond Jewellers US Inc. May 2009 - August 2009
Skills
Microsoft Excel, Oracle Discoverer, SAP ERP, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Finance, Access, Essbase, Financial Reporting, Accounting, Pivot Tables, Outlook, Analysis, Data Analysis, Account Reconciliation, Social Media, Public Speaking, Competitive Analysis, Equities, Auditing, Management
Education
Northeastern University 2008 — 2012
Bachelor of Science in International Business, East Asian Studies and Finance
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
Bachelors, Finance
Nanjing University 2010 — 2010
Mandarin
Oceanside High School 2004 — 2008
Honors Diploma
Brandon Point Industries August 2014 - Present
Success Academy Charter Schools June 2013 - June 2014
Bank of America Merrill Lynch June 2010 - September 2012
Education
Harvard University 2006 — 2010
BA, History, Art History
CPSG Partners August 2015 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Skills
Social Skills, Team Leadership, Time Management, Relationship Building, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Data Analysis, Investments, Portfolio Management, Research, Bloomberg Terminal, Workday, Overcoming Adversity, Economics, Event Planning
Education
Harvard University 2011 — 2015
Bachelor's Degree, Economics
BNP Paribas August 2015 - Present
Harvard University August 2010 - May 2015
Asset Management Finance March 2014 - May 2014
Harvard Law School January 2014 - May 2014
Mercury Fund October 2013 - December 2013
J.P. Morgan June 2013 - August 2013
RiverRock Group June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - May 2012
Houston Metropolitan Transit Authority December 2011 - January 2012
GroupRaise.com July 2011 - August 2011
Skills
Spanish, Shanghainese, Java, VBA, Stata, R, Mathematica, Adobe Creative Suite, CakePHP, Ruby on Rails, HTML, CSS, Visual Basic, Electron Microscopy, Chinese, Microsoft Excel, PowerPoint, Research, Entrepreneurship, Microsoft Office, Data Analysis, Statistics, Economics, Financial Modeling, Fishing, Big Data, Finance, Matlab
Education
Harvard University 2010 — 2015
A.B., Economics, Computer Science
Massachusetts Institute of Technology 2012 — 2013
Klein High School 2006 — 2010
High School Diploma
Deutsche Bank June 2014 - Present
Harvard Alumni Association March 2014 - June 2014
Deutsche Bank June 2013 - August 2013
Bank of America- Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Finance, Investments, Financial Services, Public Speaking, Microsoft Word, Research
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Psychology - Graduated Cum Laude, 3.8 GPA
St. Peter's Preparatory School 2007 — 2011
High School, 4.0
Cantillon Capital Management LLC June 2012 - August 2012
Credit Suisse October 2009 - July 2011
Bank of America - Merrill Lynch June 2007 - October 2009
Merrill Lynch June 2006 - August 2006
GE January 2005 - May 2005
Skills
Valuation, Due Diligence, Investments, Private Equity, Financial Modeling, Mutual Funds, Corporate Development, Emerging Markets, Analysis, Equity Research
Education
Harvard Business School 2011 — 2013
Pennsylvania State University - University Park 2002 — 2006
Bachelors of Science, College of Engineering, Industrial Engineering
Financial Certifications: Series 7, 63, 86, 87
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2010 - June 2013
GE Capital September 2006 - January 2010
Northern Trust November 2004 - September 2006
CNA Financial Corp. January 2002 - October 2004
Connecticut Capital Markets, LLC January 2001 - June 2001
Merrill Lynch September 1999 - January 2001
Skills
Capital Markets, Financial Modeling, Financial Risk, Investment Banking, Portfolio Management, Risk Management
Education
Harvard University 2001 — 2001
Summer Graduate Program
University of Florida 1994 — 1998
B.S., Finance
BANK OF AMERICA MERRILL LYNCH August 2011 - Present
BARCLAYS CAPITAL / LEHMAN BROTHERS June 2008 - July 2011
OLIVER WYMAN September 2006 - May 2008
THE HARVARD CRIMSON February 2003 - June 2006
LET'S GO PUBLICATIONS March 2003 - August 2004
Skills
Financial Modeling, Financial Analysis
Education
Harvard College 2002 — 2006
A.B., Economics
APB Financial Group, LLC August 2009 - Present
Bank of America Merrill Lynch August 2008 - February 2009
Goldman Sachs September 2000 - April 2007
Education
Harvard University 1995 — 2000
BA, Economics
Thomas H. Lee Partners July 2015 - Present
Bank of America Merrill Lynch July 2013 - July 2015
Bank of America Merrill Lynch June 2012 - August 2012
Education
Harvard University 2009 — 2013
A.B., Economics, English
Evolution Media Capital June 2011 - February 2014
Clinica Romero January 2010 - February 2013
Bank of America Merrill Lynch June 2007 - May 2011
C2 Education 2002 - 2004
Skills
Financial Modeling, Valuation, Portfolio Management, Corporate Finance, Due Diligence, Entertainment, Credit Analysis, Growth Capital, Sports, Business Strategy, Media, Film, Television, Content Finance, Financial Analysis
Education
Stanford University Graduate School of Business 2005 — 2007
MBA
Harvard University 2004 — 2005
Harvard University 1998 — 2002
AB
Bank of America Merrill Lynch November 2014 - Present
The Boston Consulting Group January 2013 - October 2014
BNP Paribas March 2010 - July 2012
Gerson Lehrman Group February 2009 - February 2010
Citi January 2001 - January 2009
The Boston Consulting Group August 1998 - October 1999
Education
Harvard College
AB, Economics
MIT Sloan School of Management
MBA
Bank of America Merrill Lynch February 2015 - Present
RBC Capital Markets January 2013 - January 2015
RBC Capital Markets June 2007 - January 2013
Dundee Securities June 2006 - September 2006
Skills
Money Market, Derivatives, Bonds, Swaps, Trading, Fixed Income, Capital Markets, Investment Banking, Options, Bloomberg, Financial Markets, FX Options, Financial Risk, Interest Rate..., Equities
Education
HEC Montréal 2004 — 2007
Masters (Honours), Applied Financial Economics
HEC Montréal 1998 — 2001
Bachelor's in Business Administration, Finance
CFA Institute
CFA Charterholder
Bank of America Merrill Lynch April 2006 - Present
Education
Harvard University
Janus Capital Group May 2015 - Present
RBC Capital Markets July 2012 - April 2015
RBC Capital Markets June 2011 - August 2011
Neuberger Berman May 2009 - June 2010
Lehman Brothers January 2008 - April 2009
Bank of America Merrill Lynch October 2006 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Master of Business Administration (MBA)
Hillsdale College
Bachelor of Arts (BA)
Bank of America Merrill Lynch March 2004 - Present
Fleet Bank 2000 - 2004
Education
Hobart and William Smith Colleges 1997 — 2000
The Loomis Chaffee School 1995 — 1996
Westwood High School 1992 — 1995
Bank of America Merrill Lynch October 2014 - Present
The Boston Consulting Group July 2014 - October 2014
The Boston Consulting Group July 2012 - July 2014
Bloomberg June 2011 - August 2011
Merrill Lynch January 2010 - August 2010
Merrill Lynch December 2008 - January 2010
Merrill Lynch December 2006 - December 2008
Merrill Lynch May 2006 - December 2006
Bain & Company June 2005 - May 2006
Altria May 2004 - June 2005
Skills
Financial Analysis, Private Equity, Corporate Communications, Business Development, Investments, Financial Modeling, Strategy, Valuation, Due Diligence, Corporate Finance, Business Strategy, Management Consulting, Corporate Development, Investment Banking, Emerging Markets, Public Relations, Program Management, Private Banking
Education
Harvard Business School 2010 — 2012
MBA, General Management
New York University - Leonard N. Stern School of Business 2003 — 2006
B.S., Finance and Marketing; Minor in Psychology
MasterCard October 2012 - Present
Becton, Dickinson and Co April 2012 - October 2012
Bank of America Merrill Lynch July 2005 - December 2011
Skills
Capital Structure, Series 7, Equities, Sell Side, Debt, Equity Capital Markets, Investment Banking, Leveraged Finance, Capital Markets, Series 63, M&A, Corporate Finance, Accounting, LBO, M&A due diligence, Financial Analysis, Financial Modeling, Valuation, Emerging Markets, Mergers & Acquisitions, Corporate Development, Private Equity, Mergers, Due Diligence, M&A experience, Strategy, Financial Structuring, Business Strategy
Education
Harvard Business School 2003 — 2005
MBA with Distinction
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
Bank of America Merrill Lynch May 2011 - Present
J.P. Morgan May 2010 - May 2011
Bank of America Merrill Lynch 2008 - 2010
UBS Investment Bank July 1999 - August 2008
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Bonds, Financial Structuring, Structured Finance, Derivatives, Series 7, Series 63, Securities, Bloomberg
Education
Syracuse University 1998 — 1999
MPA
Harvard University 1993 — 1997
AB, Economics
Bank of America Merrill Lynch August 2010 - Present
COMSYS July 2009 - July 2010
Metavante Image Solutions February 1998 - April 2009
VECTORsgi 2004 - 2006
First American National Bank May 1996 - December 1997
First American National Bank August 1994 - May 1996
First American National Bank October 1990 - August 1994
First American National Bank September 1986 - October 1990
Skills
ACH, Banking, Business Process, Cash Management, EDI, Electronic Payments, Payments, Payment Systems, XML, Treasury Management, Business Requirements
Education
Haslam College of Business at the University of Tennessee 1984 — 1986
BS Business Administration, Finance
US Anesthesia Partners July 2013 - May 2014
Welsh, Carson, Anderson & Stowe August 2010 - June 2013
Bank of America Merrill Lynch June 2008 - June 2010
Skills
Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Investments, Investment Banking, Due Diligence, Equities
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Double B.S., Finance and Accounting
Dulaney High School
Bank of America Merrill Lynch 1998 - Present
Salomon Smith Barney 1995 - 1998
Education
Harvard University 1991 — 1995
Bank of America Merrill Lynch 2009 - 2012
Bank of America Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Strategic Planning and..., Project / Program..., Business Culture..., Post-merger Integration..., Management and..., Risk Scenario Planning..., Wealth Management,...
Education
The Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science in Economics, Concentrations in Finance & Management
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Bank of America Merrill Lynch 2008 - Present
Bear, Stearns & Co. Inc. 1988 - 2008
Education
Harvard University 1984 — 1988
BA, Economics
MC Five Mile 2013 - Present
Bank of America Merrill Lynch 2008 - 2012
Merrill Lynch 2005 - 2008
Standard & Poor's 2002 - 2005
Reaxon/Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
KPMG 1993 - 1997
Skills
Real Estate, Real Estate Investment, Private Equity, Portfolio Management, Asset Managment, International Real..., Mortgage Banking, CMBS, Risk Management, Investment Advisory, Capital Markets, Securitization, Investments, Financial Modeling, Due Diligence, Financial Structuring, Structured Finance, Valuation, Loans, Investment Banking, Real Estate Economics, Investment Fund Creation, Commercial Mortgages, Non-performing Loans, Limited Partnerships, Originations
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Helsinki School of Economics 1992 — 1992
MBA Program, International Business
University of Pennsylvania 1984 — 1988
BA, Regional Science (Spatial Economics)
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch 2010 - 2013
Bank of America Merrill Lynch 2007 - 2010
Grupo Latino de Radio (Grupo Prisa) October 2002 - July 2006
IG of Brazil & Obsidiana June 1999 - June 2001
Telemundo Studios Mexico May 1996 - June 1999
Goldman Sachs August 1986 - April 1995
Skills
Mergers & Acquisitions, Equities, Latin America, Management, Funding, Investment Banking, Capital, Capital Raising, Wealth Management, IPO, Capital Markets, Fixed Income, Media & boradcasting
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
Harvard University 1978 — 1982
B.A., Economics
Bank of America Merrill Lynch September 2010 - Present
Bristol-Meyers Squibb March 2010 - September 2010
Johnson & Johnson January 2008 - January 2010
Office of the Governor, State of Hawaii October 2005 - November 2006
Calvary Episcopal Church September 1991 - September 2005
Skills
Editing, Event Planning
Education
Hawaii Pacific University 2002 — 2005
BA, Public Relations/Communications
Bank of the West June 2014 - Present
Kforce August 2013 - June 2014
Bank of America Merrill Lynch January 2001 - August 2013
Paradysz Matera 1999 - 2000
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Process Improvement, Customer Service, Microsoft Word, Back Office, Foreign Exchange, Windows, Account Reconciliation, Employee Training, AML, Analysis, Auditing, Banking, Budgets, Business Analysis, Capital Markets, Cash Management, Credit, Credit Derivatives, Data Analysis, Derivatives, FX Options, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Forecasting, Leadership, Loans, Management, Middle Office, Operations Management, Program Management, Risk Management, Settlement, Team Building, Team Leadership, Teamwork, Training, Treasury Management, Vendor Management, Visio
Education
Heald College 1999 — 2001
AA, Accounting
CVS Health June 2015 - August 2015
Putnam Investments July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
National Bureau of Economic Research March 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Office, Valuation, Data Analysis, PowerPoint, Public Speaking
Education
Harvard Business School 2014 — 2016
Harvard University 2008 — 2012
Bachelor's degree, Economics
Somerville High School 2004 — 2008
Jefferies June 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Credit Suisse June 2006 - July 2012
Skills
Equities, Equity Derivatives, Derivatives, Structured Products, Volatility Arbitrage, ETFs, Index Options, Stock Option, Electronic Trading, Equity Trading, Credit Derivatives, Options, Investment Banking, Trading Systems
Education
Harvard University 2002 — 2006
Economics
Bank of America Merrill Lynch 2006 - Present
Brookstreet Securities Corporation 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
International..., Global Liquidity..., Foreign Exchange, International Trade, International Sales, Commercial Banking, Trade Finance, International Finance, Public Speaking, Bloomberg, Finance, Wealth Management, Liquidity Management
Education
Hobart and William Smith Colleges
BA, Economics & Political Science
University School of Milwaukee
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch 2008 - Present
Merrill Lynch July 2008 - January 2009
Education
Harvard University 2004 — 2008
BA, Psychology
The Blackstone Group July 2014 - Present
Goldman Sachs June 2013 - August 2013
TPG Capital August 2010 - August 2012
Bank of America Merrill Lynch March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Due Diligence, Capital Markets, Financial Analysis, M&A experience, Equities, Corporate Development, Alternative Investments, Investments, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
BS & BA, Mathematical Computational Science & Economics
McKinsey & Company October 2012 - Present
Allena November 2011 - March 2013
Bank of America Merrill Lynch June 2011 - August 2011
SAT International November 2007 - August 2010
Nina Industries Limited July 2005 - February 2009
Skills
Finance, Entrepreneur, Entrepreneurship, Business Strategy, Strategic Planning, Product Management, SaaS, New Business Development, Start-ups, Strategy, Business Analysis, Cloud Computing, Salesforce.com, Mergers, Corporate Finance, Business Planning
Education
Harvard Business School 2010 — 2012
MBA, Business
New York University - Leonard N. Stern School of Business 2003 — 2005
BSC, Finance
Fidelity Worldwide Investment May 2015 - August 2015
Korea Investment Management Asia 2014 - 2014
Daiwa Capital Markets Hong Kong Limited January 2013 - December 2013
Rongying Capital Management Limited 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2008 - 2008
Skills
Equity Research, Equities, Investments, Bloomberg, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Hedge Funds, Asset Managment, Equity Derivatives, Investment Banking, Emerging Markets, Bloomberg Terminal, Derivatives, Capital Markets, Financial Analysis, Trading, Portfolio Anaytics, FactSet, MSCI Barra, Asset Management, Corporate Finance, Investment Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance
HKUST Business School
University of Southern California - Marshall School of Business
Videology, Inc. August 2014 - Present
Millennial Media (formerly Jumptap, Inc.) March 2013 - August 2014
J.P. Morgan August 2012 - March 2013
Bank of America Merrill Lynch May 2011 - August 2011
Harvard University Lamont Library February 2009 - May 2011
Google June 2010 - August 2010
Stand Up for What's Right and Just June 2009 - August 2009
Skills
Leadership, Analysis, Research, Data Analysis, Management, Finance, Stata, Business Strategy, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Nonprofits, Financial Modeling, Community Outreach, Editing, Analytics, Strategy
Education
Harvard University 2008 — 2012
AB, Government, African-American Studies
Fifth Third Bank May 2014 - Present
Bank of America Merrill Lynch September 2011 - May 2014
DLS Transport April 2011 - January 2014
Wilson Management Group July 2010 - October 2011
First Tennessee Bank March 2008 - August 2010
Regions Bank September 2004 - March 2008
Morgan Keegan September 2001 - September 2004
Skills
Investments, Investment Banking, Commercial Banking, Finance, Business Strategy, Fixed Income, Underwriting, Commercial Lending, Venture Capital, Credit Analysis, Loans, Credit, Managerial Finance, Small Business Lending, Banking, Business Development, Portfolio Management, Sales Management, Treasury Management
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
B.A., Finance
Houston High School 1993 — 1997
General
Grace St Lukes 1984 — 1992
University of Memphis
Veritas Preparatory Academy May 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
Skills
Lesson Planning, Higher Education, Tutoring, PowerPoint, Research, Editing, Teaching, Curriculum Development, Public Speaking, Curriculum Design
Education
Harvard University 2007 — 2011
Bernstein Research September 2014 - Present
Bank of America Merrill Lynch October 2013 - September 2014
Sanford C. Bernstein June 2011 - October 2013
Credit Suisse June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Equities, Bloomberg, Financial Analysis, Capital Markets, Economics, Research, Data Analysis, Investments, Finance
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Escuela Americana de El Salvador 1993 — 2007
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - July 2014
Skills
Microsoft Office, Microsoft Excel, Banking, Finance, Financial Modeling
Education
Harvard University 2007 — 2011
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch June 2010 - Present
Citi November 2005 - June 2010
Goldman Sachs August 1994 - November 2005
Skills
Bloomberg, Capital Markets, Economics, Emerging Markets, Financial Markets, Financial Modeling, Fixed Income, Global Marketing, Hedge Funds, Investments, Macroeconomics, Strategy
Education
Harvard University 1989 — 1994
PhD, Economics
Universidad de Buenos Aires 1983 — 1988
JD
The Carlyle Group July 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Major League Baseball June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Equities, LBO, Financial Modeling, High Yield, Private Placements
Education
Harvard College 2007 — 2011
AB, Economics, Government
Regis High School 2003 — 2007
Marble Arch Investments February 2014 - Present
Bank of America Merrill Lynch February 2013 - February 2014
Bank of America Merrill Lynch July 2011 - February 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Investments, Investment Banking, Trading, Bloomberg, Equities, Fixed Income, Economics, Series 7, Statistics
Education
Harvard University 2007 — 2011
BA, Economics
Jackson Preparatory School 2001 — 2007
Moody's Investors Service July 2013 - Present
Moody's Investors Service July 2011 - July 2013
Geode Capital Management February 2011 - May 2011
Argus Information and Advisory Services June 2010 - August 2010
Bank of America Merrill Lynch January 2008 - May 2008
Skills
Equities, Statistical Data..., Credit Analysis, Equity Research, Structured Finance, SQL, Matlab, Data Analysis, Investment Strategies, Credit Risk, Financial Modeling, Research
Education
Harvard University 2009 — 2011
Master, Statistics
Queens College 2005 — 2009
B.B.A. in Finance, Minor in Mathematics
Bank of America June 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2011
Bank of America Merrill Lynch January 2009 - May 2010
The Light Factory 2005 - 2010
Bank of America January 2000 - January 2009
Bank of Boston August 1996 - November 1999
JP Morgan July 1990 - July 1996
Skills
Risk Management, Marketing, Derivatives, Financial Modeling, Structured Finance, Financial Structuring, Securities, Hedge Funds, Banking
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, Government
Oberlin College 1980 — 1984
BA, Government
The Boston Consulting Group June 2015 - August 2015
Harvard Management Company July 2012 - August 2014
Harvard Management Company September 2011 - July 2012
Bank of America Merrill Lynch July 2009 - September 2011
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Private Equity, Real Estate, Financial Modeling, Valuation, Finance, Investment Management, Investments, Due Diligence, Equities, Portfolio Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
Bachelors, Finance, Mathematics
Castle Harlan July 2013 - June 2015
Moelis & Company July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Investment Banking, LBO, Valuation, Mergers & Acquisitions, Financial Modeling, Private Equity, M&A experience
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
RBS Greenwich Capital July 2013 - Present
RBS Greenwich Capital May 2012 - August 2012
Citi August 2011 - December 2011
Bank of America Merrill Lynch 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Vesalius College
Wall High School
Bank of America Merrill Lynch August 2015 - Present
Bank of America April 2013 - Present
Knight Capital Group February 2012 - Present
Knight Capital Group June 2008 - February 2012
ESPN June 2007 - August 2007
Skills
Series 63, Series 7, Equities
Education
Harvard University 2004 — 2008
BA, Government
Office of the Attorney General of the State of New York June 2014 - July 2014
Bank of America Merrill Lynch July 2010 - August 2012
Arnhold and S. Bleichroeder June 2009 - August 2009
Arnhold and S. Bleichroeder June 2007 - August 2007
Arnhold and S. Bleichroeder June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Due Diligence, Research, Mandarin, French, Russian, Finance, Capital Markets, Portfolio Management, Corporate Finance, Economics
Education
Harvard Law School 2013 — 2016
Columbia University 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Trinity School 2002 — 2006
De La Salle Academy 2000 — 2002
Harvard Business School 2014 - Present
Nomura Securities 2010 - 2014
Bank of America Merrill Lynch 2010 - 2010
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2006 — 2010
Bachelor of Arts (BA)
Yad Rachel Educational Therapy Centers February 2015 - July 2015
Random House January 2014 - February 2015
Random House January 2013 - December 2013
Bank of America Merrill Lynch July 2011 - January 2013
Morgan Stanley June 2010 - August 2010
Caravel Management, LLC June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Equities, LBO, Bloomberg, Strategic Planning
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Spinnaker Oilfield Services & SRX Chemicals 2013 - Present
Phoinix Investments 2011 - Present
Bank of America Merrill Lynch 2007 - 2011
Skills
Drilling, Petroleum, Energy Industry, Oil & Gas Industry, Upstream, Investments, Joint Ventures, Natural Gas, Stimulation, Investment Banking, Energy, Gas, Oil/Gas, Management, Onshore, Commodity, Oil & Gas, Market Entry, Due Diligence, Entrepreneurship
Education
Fletcher School, Tufts University 2004 — 2006
Master's Degree, Tufts Scholar, Full Merit Scholarship
Harvard Business School 2004 — 2006
Invisible College Moldova 2001 — 2003
Political Science Laboratory
Universitatea de Stat din Moldova 1999 — 2003
Bachelor's Degree, Graduated with "Golden Medal"
Bank of America Merrill Lynch April 2013 - Present
Deutsche Bank May 2010 - April 2013
Bank of America March 2004 - March 2010
FleetBoston Financial July 2000 - March 2004
Skills
Derivatives, Banking, Bloomberg, Capital Markets, Electronic Trading, Equities, FX Options, Financial Markets, Financial Modeling, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Trading
Education
Hobart College 1996 — 2000
Bachelor of Science, Economics
The Loomis-Chaffee School 1995 — 1996
Bank of America Merrill Lynch 1997 - Present
Education
Harvard University
AB
Wharton School of Business
MBA, Finance
IGT June 2012 - Present
Bank of America Merrill Lynch February 2011 - June 2012
United Nations Economic Commission for Europe May 2008 - July 2008
IGT June 2003 - June 2007
Skills
Software Development, Agile Methodologies, Software Engineering, Strategic Planning, Project Management
Education
University College London, U. of London 2009 — 2010
Master of Science (MSc), International Public Policy
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
International MBA, China concentration
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
MBA semester abroad
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Computer Engineering
Bank of America Merrill Lynch August 2012 - Present
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Leadership, Economics, Team Leadership
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Sociology
Bank of America Merrill Lynch January 2015 - Present
Panera Bread February 2013 - August 2014
Goldman Sachs August 1996 - January 2013
Skills
Finance, Mergers & Acquisitions, Financial Analysis, Management, Investments, Financial Services, Investment Banking, Equities, Accounting, Investor Relations
Education
Harvard Business School 1994 — 1996
Master of Business Administration (M.B.A.)
University of Virginia 1987 — 1991
Bachelor of Science, Finance