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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Bank of America Merrill Lynch Employees
Morgan Stanley November 2014 - Present
Shenzhen Weilan Times Advertising Company; Tongze Strategic Consulting May 2013 - October 2014
Bank of America Merrill Lynch July 2011 - April 2013
Wells Fargo & Company/ Wells Fargo Advisors February 2009 - January 2011
Merrill Lynch June 2006 - February 2009
Morgan Stanley March 2006 - June 2006
Skills
Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Project Management, Asset Managment, Investments, Relationship Management, Strategy, Start-ups, Market Research, Banking, Finance, Management, Business Development, Business Analysis, Business Strategy, Research, Strategic Planning, Wealth Management, New Business Development, Marketing, Retail Banking, Nonprofits, Series 7, Leadership, Mergers & Acquisitions, Customer Service, Business Planning, Management Consulting, Sales, Credit, Analysis, Public Relations, Trading, Cash Management, Mutual Funds, Public Speaking, Data Analysis, Program Management, Event Management, Financial Services, Alternative Investments, Strategic Communications, Financial Planning, Retirement Planning, Marketing Strategy, Coaching
Education
University of California, Davis 2001 — 2006
BA, International Economics (Developing Region); Classical Music; Managerial Economics
Imperial College London 2005 — 2005
Classical British Literature
Bank of America Merrill Lynch May 2014 - Present
Tennessee Valley Authority May 2013 - May 2014
ClearStone Group March 2012 - May 2013
Peabody Energy May 2010 - September 2012
DTZ 2007 - 2007
Terra Securities June 2004 - December 2006
Skills
Valuation, Portfolio Management, Risk Management, Equities, Investments, Corporate Finance, Commodities, Finance, Financial Analysis
Education
Imperial College London 2006 — 2010
PhD Fellow, Finance
Imperial College London 2006 — 2007
Master of Science (MSc), Finance
Bank of America Merrill Lynch September 2013 - Present
Zacks Investment Management August 2011 - September 2013
Heidrick & Struggles September 2010 - March 2011
Skills
Quantitative Analytics, VBA, Bloomberg, Equities, Matlab, Investment Strategies, SAS, Asset Management, C++, SQL, ETFs, Fixed Income, Investment Management, Asset Managment, Financial Analysis, Statistics, Portfolio Management, Derivatives, Investment Banking, Equity Derivatives, Analysis, Investments, Economics, Risk Management
Education
Illinois Institute of Technology 2009 — 2011
Master of Science (M.S.), Finance, 3.82/4.0
Xiamen University 2005 — 2009
Bachelor of Engineering (B.Eng.), Mechatronics, Robotics, and Automation Engineering, 3.6/4.0
Xiamen University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.9/4.0
Bank of America Merrill Lynch May 1981 - Present
Skills
Banking, Relationship Management, Portfolio Management, Product Management, Risk Management, Financial Risk, Financial Services, Customer Service, Financial Analysis, Cash Management, Treasury Management, Commercial Banking, Financial Modeling, Credit, Business Analysis, Credit Analysis, Investments, Payments, Vendor Management, Mergers & Acquisitions, Retail Banking, Executive Management, Credit Cards, Analytics, Process Improvement, Governance, Electronic Payments, Project Portfolio..., Business Process..., Fraud, Internet Banking, Strategy
Education
Illinois State University
Bachelor of Science, Finance
Northern Illinois University
Master of Science, Education
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch June 2014 - May 2015
Texas Tech University Department of Finance October 2012 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Farm Supply Company June 2006 - August 2011
Education
Texas Tech University - Rawls College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Senior
Texas Tech University - CASNR 2010 — 2014
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations, Senior
Høgskolen i Buskerud (HiBu) 2012 — 2012
Study Abroad, International Marketing & International Management
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2005 - January 2010
Willliams Capital Management, LLC 2003 - 2005
For All Seasons Restaurant September 2001 - August 2003
irwin siegel agency, inc. November 2002 - July 2003
IBM September 2000 - June 2002
Skills
Budget management and..., Product marketing and..., Excellent..., Networking ability,..., Management of small..., Microsoft Office: Word,..., Lotus Notes; Freelance;..., Network Specialist; Web..., PMO, Fixed Income, Equities, Business Analysis, SDLC, Management, Finance, Portfolio Management, Business Intelligence, Integration, Software Documentation, Budgets, Derivatives, Forecasting, Project Management, Credit Risk, Strategy, Project Delivery, Project Planning, Banking, Financial Analysis, Financial Risk, Risk Management, Process Improvement, Financial Services, Event Planning, Capital Markets
Education
Marist College 2006 — 2006
Internet Specialist Certificate
Hofstra University 1985 — 1989
BA, Anthropology
Bank of America Merrill Lynch July 2015 - Present
Payne Construction May 2012 - Present
Investment Program Association May 2014 - August 2014
Peace Village August 2010 - August 2011
Panera Bread June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Customer Service, Access, Financial Analysis, Accounting, Windows, Time Management, Team Leadership, Analysis, Leadership, Outlook, Data Analysis, SQL, Finance, English, Research, Banking, HTML
Education
Illinois State University 2012 — 2015
Bachelor of Science, Finance
Illinois State University
Bank of America Merrill Lynch January 2012 - Present
Royal Bank of Scotland September 2008 - December 2011
ABN AMRO Bank January 2005 - September 2008
ABN AMRO Bank January 2003 - December 2004
Deutsche Bank September 2001 - April 2002
HypoVereinsbank - UniCredit Bank AG September 1994 - June 2001
Commerzbank AG August 1988 - September 1994
Extebank March 1987 - August 1988
Moody's Investors Service November 1985 - March 1987
Skills
Management, Finance, Portfolio Management, Supply Chain, Banking, Credit, Leadership, Financial Structuring, Credit Analysis, Credit Risk, Product Development, Capital Markets, Equities, Financial Risk, Investment Banking, Sales, Structured Finance, Risk Management, Business Strategy, Commercial Banking, Fixed Income, Mergers & Acquisitions, Trade Finance, Derivatives, Financial Markets, Operational Risk, Treasury Management, Relationship Management, Loans, Financial Institutions, Cash Management, FX Options, Structured Products, Liquidity Management, Syndications, Operational Risk..., Credit Derivatives, Credit Management, Cross-functional Team..., Credit Unions, Financial Analysis, Golf Instruction, Lines Of Credit
Education
Hofstra University 1981 — 1985
Finance
Adams Street Partners August 2014 - Present
BMO Capital Markets July 2011 - July 2014
BMO Capital Markets June 2010 - August 2010
Bank of America Merrill Lynch May 2009 - August 2009
Millennium Information Services May 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Business Valuation, Bloomberg, Financial Analysis, Capital IQ, Alternative Investments
Education
Illinois State University 2008 — 2011
B.S., Economics
Ernst & Young July 2011 - April 2014
Bank of America/ Merrill Lynch April 2010 - July 2011
Bank of America July 2005 - April 2010
Princeton Review January 2005 - March 2005
Wells Fargo January 2004 - October 2004
Disneyland Resort July 2002 - July 2003
Skills
Mandarin, Banking, Microsoft Excel, Credit, PowerPoint, Microsoft Office, Outlook, Finance, Microsoft Word, Economics, Customer Service, Sales, Lotus Notes, Analysis, Forecasting, Financial Reporting, Accounting, Access, Management, Strategy, Financial Analysis, Marketing, Business Strategy, Data Analysis, Financial Modeling, Sales Operations, CRM, Teamwork, SQL
Education
Hult International Business School 2014 — 2015
Master of Business Administration (M.B.A.)
University of California, Riverside 2003 — 2008
Bachelor of Arts Degree
Bank of America Merrill Lynch July 2013 - Present
Education
Lehigh University 2011 — 2013
B.S, Double Major: Finance and Accounting
Immaculata University 2008 — 2010
Finance and Accounting
Morgan Stanley July 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Goldman Sachs June 2012 - February 2014
Trinity Washington University March 2011 - December 2011
The Catholic University of America August 2009 - August 2010
Southeastern University April 2008 - July 2009
Skills
Financial Analysis, Business Analysis, Forecasting, Project Management, Analysis, Process Improvement, Customer Service, Equities, Research, Fixed Income, Management, Program Management, SQL, Access, Management Consulting
Education
Trinity University-Washington 2010 — 2012
Masters of Science in Administration, Organizational Development, 3.71
Southeastern University Washington, DC. 2008 — 2009
Masters in Business Administration, Management, 4.0
Southestern University Washington,DC. 2005 — 2008
Bachelor of Science, Finanacial Management, Summa cum Laude 3.76
Howard University
Northern Virginia Community College
Bank of America Merrill Lynch June 2015 - Present
Bank of America July 2014 - August 2014
VITALITY School of Business Student Council April 2013 - May 2014
DASH Coordinating & Marketing, LLC June 2013 - August 2013
Howard University August 2012 - May 2013
Management Leadership for Tomorrow 2013 - 2013
2012 Democratic National Convention Committee May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Public Relations, Social Media Marketing, Team Management, Marketing, Management
Education
Howard University 2011 — 2015
Bachelor’s Degree, International Business, cum laude
TrueRisk / Evergreen Risk Management April 2014 - Present
Evergreen Risk Management January 2013 - April 2014
Evergreen Risk Management September 2010 - December 2012
Bank of America Merrill Lynch March 2006 - March 2010
Societe Generale March 2004 - March 2006
CIBC World Markets June 2003 - March 2004
Radian Group April 2001 - June 2003
ABN AMRO January 1997 - January 2000
Skills
Structured Finance, Banking, Structuring, Due Diligence, Securitization, Origination, Capital Markets, Fixed Income, Portfolio Management, Risk Management, Corporate Finance, Derivatives, Credit, Credit Risk, Risk, Credit Analysis, Loans, Financial Markets, Structured Products, Financial Risk, Asset Based Lending, Operations Management, Financial Structuring, asset, Finance, Investments, Bonds, ABS
Education
Illinois Institute of Technology 1996 — 1999
Master of Science, Financial Markets and Trading; Investment Banking
University of Iowa 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2012 - June 2015
Bank of America Merrill Lynch August 2007 - December 2011
Ilios Partners August 2006 - August 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Institutions, Banking, Process Improvement, Project Management, Treasury Management, Global Cash Management, Cash-flow Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA, Economics
Gilmour Academy 1998 — 2000
Lake Forest Academy 1996 — 1998
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
Janney Montgomery Scott June 2010 - August 2010
Skills
Treasury Services, Research, Microsoft Office, Leadership
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor's degree, Economics and Asian Languages & Cultures
Bank of America Merrill Lynch February 2015 - Present
Bourbon Financial Management, LLC August 2013 - May 2014
Stuart Investments February 2013 - May 2013
Stuart Investments August 2012 - January 2013
Illinois Institute of Technology September 2012 - September 2012
Stuart Investments August 2011 - August 2012
Wenling Zhengtai Tax Service July 2010 - September 2010
Taizhou Jindian Logistics Co. Ltd July 2009 - September 2009
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Excel, Risk Management, VBA, Analysis, Valuation, Finance, Corporate Finance, Bloomberg, VBA, Microsoft Word,..., Derivatives, Financial Statement..., Capital Markets, Data Analysis, Equity Valuation, Account Reconciliation, Accounting, Economics, Quantitative Analytics, Investment Banking, Bloomberg Terminal, Investments, Financial Reporting, Fixed Income, Financial Risk, Equity Research, Options, Financial Markets, Mandarin, Equities, photoshop, Microsoft Office, Credit Risk, PowerPoint, SQL, Matlab, Outlook
Education
Illinois Institute of Technology 2011 — 2013
master, finance, 3.3
Zhejiang University 2007 — 2011
Bachelor, Financial Management, 3.8
Bank of America Merrill Lynch June 2014 - Present
Startup December 2012 - June 2014
Consultant January 2008 - December 2012
Oracle June 1997 - December 2007
Kaku Associates (now Fehrs & Peers) June 1995 - June 1997
Education
University of California, Berkeley 1992 — 1995
MS, ME, Transportation Planning, Economics & Engineering
Indian Institute of Technology, Delhi 1985 — 1989
B Tech, Civil Engineering
Mount St. Mary's School, Delhi Cantt 1973 — 1985
ICSE, ISC
Nickelodeon October 2013 - Present
Amplify Education September 2012 - September 2013
Kaplan March 2011 - September 2012
Kaplan March 2010 - March 2011
Bank of America Merrill Lynch August 2005 - March 2010
Morgan Stanley May 2004 - August 2005
New York City Department of Education August 2003 - May 2004
Goldman Sachs 1998 - 1998
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Agile Methodologies, SDLC, Requirements Management, Visio, User Acceptance Testing, Project Management, Data Analysis, Program Management, MS Project, Software Project..., Analytics, Scrum, Product Management, Testing, CRM, Strategy, E-commerce, Software Documentation, Process Improvement, User Experience
Education
University of Pennsylvania 1999 — 2003
BAS, Systems Engineering
The Stony Brook School 1995 — 1999
Hudson County Community College
Airex, Inc. September 2015 - Present
Latigo Financial Services July 2015 - Present
Ladder Capital Corp June 2015 - Present
Bank of America Merrill Lynch November 2013 - July 2015
Bank of America Merrill Lynch January 2009 - November 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch June 2007 - June 2008
Merrill Lynch December 2004 - June 2007
Merrill Lynch June 2000 - November 2004
Merrill Lynch June 1997 - June 2000
Skills
Equities, Fixed Income, Hedge Funds, Risk Management, Derivatives, Securities, Investment Banking, Capital Markets, Options, Mutual Funds, Trading, Financial Services, Asset Management, Investments, Portfolio Management, Banking
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Bank of America Merrill Lynch May 2013 - Present
Skills
SQL, Windows, SQL Server, Java, HTML, XML, CSS Javascript, .NET, XHTML, Quality Assurance, Requirements Analysis, Test Planning, Test Cases, Quality Center, QTP, PL/SQL, Microsoft SQL Server, MySQL, PHP, JavaScript, SDLC
Education
Humber College 2010 — 2012
Cerification, Information Technology, A
Kurukshetra University 2005 — 2009
Bachelor's degree, Electronics and Communications Engineering, A
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Bank of America Merrill Lynch July 2011 - July 2014
PricewaterhouseCoopers June 2010 - July 2010
METRO Cash & Carry July 2008 - August 2008
Unicredit June 2008 - July 2008
Skills
Investment Banking, Mergers & Acquisitions, Hedge Funds, Leveraged Finance, Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Modeling, Private Equity
Education
Imperial College London 2010 — 2011
MSc, Finance
Royal Holloway, University of London 2007 — 2010
BSc, Financial and Business Economics
London School of Economics and Political Science 2008 — 2008
Alternative Investments
TIAA-CREF March 2012 - Present
Bank of America Merrill Lynch May 2010 - March 2012
Citi September 2007 - July 2009
UBS Wealth Management March 2005 - September 2007
UBS Wealth Management December 2002 - March 2005
PaineWebber June 1999 - December 2002
PaineWebber October 1997 - May 1999
Citibank September 1992 - October 1997
The Chase Manhattan Bank September 1991 - September 1992
Reuters June 1987 - September 1991
Education
Hofstra University 1983 — 1987
Bank of America September 2012 - Present
Bank of America Merrill Lynch April 2007 - September 2012
Bank of America September 2001 - March 2007
Nations Bank January 1998 - September 2001
Ernst & Young October 1991 - December 1997
Skills
Management, Banking, Finance, Financial Analysis, Change Management, Financial Audits, Capital Markets, Financial Accounting, Cross-functional Team..., Stress Testing, Financial Control, Managerial Experience, Operational Excellence, Regulatory Liaison, Build Organizational..., Able To Multi-task, Organized, Change Leadership, Performance Management, Offshoring
Education
Illinois Institute of Technology 1993 — 1997
Masters degree, Finanicial Markets and Trading
Miami University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
FIT Consulting, Third Engagement April 2015 - Present
Bank of America Merrill Lynch April 2013 - April 2014
Bank of America Merrill Lynch July 2010 - March 2013
FIT Consulting Inc. May 2010 - August 2010
Capco 2009 - 2010
BearingPoint - Management and Technology Consultants 2008 - 2009
Financial and Information Technology Consulting Inc. 2003 - 2008
MCI-Verizon Business 1999 - 2003
Merrill, Lynch, Pierce Fenner and Smith Inc. 1987 - 1999
Skills
Wealth Management, Strategy, IT Service Management, Vendor Management, Contract Negotiation, Outsourcing, Governance, Portfolio Management, Business Analysis, PMO, Project Management, ITIL, Business Intelligence, Management, Financial Services, Leadership, Enterprise Software, Business Process, CRM, Mergers & Acquisitions, IT Strategy, Service Delivery, Consulting, Business Process..., Finance, Risk Management, Budgets, Telecommunications, Project Portfolio..., Information Technology, Infrastructure, IT Governance, Change Management, Program Management, Process Improvement, Management Consulting
Education
Hofstra University
BBA, Accounting
IT Service Management Academy
Certified, ITIL Agree and Define Practitioner Built on ITIL Version 3 Foundation Course Completion
Pace University - Lubin School of Business
MBA, Finance
Yale University - Yale School of Management
Executive Leadership
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch August 2012 - April 2014
Bank of America Merrill Lynch July 2010 - July 2012
Bank of America Merrill Lynch August 2009 - June 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Access, PowerPoint, Microsoft Word, SAS, Salesforce.com, Minitab, Capital IQ, Series 7, Financial Modeling, Investments, Financial Analysis, Investment Banking, Capital Markets, Portfolio Management
Education
Hofstra University 2008 — 2010
MBA, Finance with Distinction
State University of New York at Stony Brook 2002 — 2006
BNP Paribas May 2015 - Present
Citi September 2014 - April 2015
Bank of America Merrill Lynch January 2013 - September 2014
Infosys Technologies Ltd October 2007 - January 2013
Goldman Sachs October 2007 - January 2013
Goldman Sachs April 2004 - September 2007
Infosys Technologies Ltd October 2003 - September 2007
Goldman Sachs September 2002 - March 2004
Infosys Technologies Ltd March 2000 - September 2003
Skills
SDLC, Software Project..., Requirements Analysis, Java Enterprise Edition, Unix, Sybase, Agile Methodologies, DB2, Solution Architecture, Compliance - Post Trade..., SOA, Sybase, DB2,..., Prime Brokerage - Trade..., Project Management -..., PMI - Project..., JAVA / J2EE -- Infosys..., Python, AMPS, JMS, TIBCO EMS, Trade Advertisement..., Pre-Trade Approval..., Front Office Development, KDB+ / q, Federal CCAR, MongoDB, Oracle, Spring Framework, Tomcat, WebSphere, Web Services, SQL, Business Analysis, Project Management
Education
Indian Institute of Science 1998 — 2000
M.E. (Matser Of Engineering), Geotechnical Engg.
Bapatla Engineering College (Nagarjuna University) 1994 — 1998
B.Tech (Bachelor of Technology), Civil Engineering
G.H.R & M.C.M.R Jr. College, Guntur (Board of Intermediate Education, A.P) 1991 — 1993
Intermediate (10+2), Maths, Physics, Chemistry
Bank of America Merrill Lynch July 2015 - Present
New Jersey City University September 2014 - May 2015
Business Development Incubator May 2013 - August 2014
contracted to Mack-Cali Realty Corporation September 2001 - June 2010
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Public Speaking, Customer Service, Photoshop, Editing, Data Analysis, Access, Marketing, Management, Strategic Planning, Social Networking, Leadership
Education
New Jersey City University 2013 — 2015
Master’s Degree, Finance, Financial Analysis, 3.89/4.00
New Jersey City University 2011 — 2013
Bachelor’s Degree, Business Administration- International Business major, 3.67/4.00
Hudson County Community College 2010 — 2011
Associate of Science (A.S.), Accounting, 3.85/4.00
Deutsche Bank July 2010 - Present
Bank of America Merrill Lynch July 2009 - June 2010
Infosys Technologies Limited June 2003 - May 2009
Infosys Technologies Limited June 2001 - May 2003
Infosys Technologies Limited June 1998 - May 2001
Larsen and Toubro Ltd 1995 - 1996
Skills
Business Analysis, Program Management, Financial Services, Leadership, Risk Management, Derivatives, Fixed Income, Securities Regulation, Electronic Trading..., Swaps, Dodd-Frank, FX trading, Credit Derivatives, Interest Rate..., Compliance, Investment Banking, Project Management, FX Trading, Capital Markets, Trading, SQL, Equities, Portfolio Management, ITIL
Education
CFA Institute, US 2006 — 2008
CFA, Finance
Indian Institute of Management, Lucknow 1996 — 1998
MBA, Finance and Systems
Jadavpur University 1991 — 1995
Bachelor of Engineering, Mechanical
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch July 2008 - September 2008
Skills
Capital Markets, Vendor Management, Java, Agile Methodologies, Securitization, Python, SQL, Debt, Databases, Java Enterprise Edition, Struts, Trading Systems, Programming, OOP, Eclipse, Oracle SQL, Oracle, HTML/XML, Linux, Web Applications, Algorithms, Software Engineering, AJAX, Computer Science, J2EE, EJB, Struts2, Weblogic, iBatis, JavaScript, jQuery, DHTMLX, XSLT, Spring, Ant, Maven2, MyBatis, Unix, Web Development, Autosys, REST, SOA, SOAP, Apache, Artifactory, Web Services, JMS
Education
Imperial College London 2006 — 2009
1st Class Honours BEng, Computer Science
Ibstock Place
Ibstock Place
Capstone Investment Advisors October 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Stark Investments February 2008 - April 2008
Stark Investments June 2007 - August 2007
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts
Imperial College London 2008 — 2008
Homestead High School 2001 — 2005
MCA Partners April 2009 - Present
Bank of America Merrill Lynch December 2007 - January 2009
UBS Wealth Management 1999 - 2007
Merrill Lynch 1998 - 1999
Coopers & Lybrand 1998 - 1998
The World Bank 1997 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Restructuring, Start-ups, Strategic Financial..., Joint Ventures, Real Estate, Financial Advisory, Investments, Equities, Investment Banking, Portfolio Management, Asset Management, Wealth Management, Fixed Income
Education
Universitat de Barcelona 2012 — 2019
ADE, CDES Abat Oliba, San Pablo CEU
IESE Business School - University of Navarra 2008 — 2009
PDG, Advance Management Program
2001 — 2003
EMBA, Corporate Finance
The University of Chicago
Champlain Advisors, LLC July 2011 - April 2012
Hunnicutt & Co LLC April 2010 - June 2011
Bank of America - Merrill Lynch April 2007 - April 2009
Merrill Lynch April 2006 - March 2007
Merrill Lynch May 2000 - March 2006
Education
Hofstra University 1996 — 2000
BBA
Bank of America Merrill Lynch June 2015 - August 2015
Nomura January 2011 - July 2014
Nomura July 2009 - January 2011
Lehman Brothers May 2008 - July 2008
Skills
Global Macro, Hedge Funds, Equity Research, Economics, Asset Management, Fixed Income, Structured Products, Quantitative Finance, Derivatives, Capital Markets, Credit Derivatives, Interest Rate..., Valuation, Research, FX Derivatives, Investments, Trading
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Financial Instruments and Markets
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Bank of America Merrill Lynch May 2010 - Present
Bank of America May 2006 - April 2009
Wells Fargo Bank September 2001 - April 2006
Skills
Sales and Business..., Small Business, Business Management, Credit, Loans, Mortgage Lending, Management
Education
Illinois State University 1995 — 1999
B.S., Management
Bank of America Merrill Lynch April 2015 - Present
JPMorgan Chase July 2013 - March 2015
Goldman Sachs August 1997 - July 2013
Harvard University July 1995 - July 1997
National Laboratories, Frascati, Italy June 1994 - June 1995
Skills
CVA, Regulatory Capital, Model Validation, FX, VAR, Quantitative Finance, Credit Risk, Quant, Credit Derivatives, Interest Rate..., Market Risk, Equity Derivatives, Monte Carlo Simulation, Counterparty Credit..., C/C++, Financial Risk, FX Options, Counterparty Risk, Structured Products, Trading, Equities, Quantitative Investing
Education
Universität Karlsruhe (TH) 1992 — 1994
PhD, Physics
Universität Hamburg 1990 — 1992
Diplom, Physics
Imperial College London 1989 — 1990
M.Sc. Course, Quantum Fields and Fundamental Forces
Bank of America Merrill Lynch January 2005 - Present
Merrill Lynch June 2003 - January 2005
Merrill Lynch June 1998 - June 2003
IMA Plus December 1997 - June 1998
Blue Cross and Blue Shield July 1996 - December 1997
TSYS April 1994 - July 1996
Fortune Insurance September 1993 - April 1994
Skills
Architectures, Risk Management, Enterprise Content..., Project Management, Data Warehousing, SDLC, Architecture, Vendor Management, Strategic Planning, Portfolio Management, Software Engineering, Enterprise Software, Financial Services, Six Sigma, Asset Management, Business Analysis, Leadership, Records Management, Software Development, IT Strategy, Enterprise Architecture, Business Process..., Fixed Income, Requirements Analysis, Information Technology
Education
University of Maine 1991 — 1993
Bachelors Degree in Computer Science, Computer Science
Husson College 1987 — 1989
Bachelors Degree in Business Administration, Business Administration and Management, General
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley October 2013 - Present
American Red Cross September 2011 - February 2013
StayWell Safety Solutions, a MediMedia Company November 2007 - 2011
American Red Cross May 2005 - November 2007
OneSource Information Services January 2001 - August 2003
SageMaker Inc. July 2000 - January 2001
Reuters America January 1994 - June 2000
Skills
Salesforce.com, Siebel, Sales Process, Strategic Partnerships, Change Management, CRM, Program Management, Training, Team Building, Business Intelligence, Integration, Team Management, Business Process, Fundraising, Solution Selling, Strategic Planning, Relationship Management, Vendor Management, Customer Service, Business Development, Leadership, Sales, Sales Operations, Start-ups
Education
Hofstra University 1990 — 1992
BBA, Marketing
University of Connecticut 1988 — 1990
Nichols College
Left Hand Logic July 2011 - Present
Instituto de Empresa April 2010 - June 2011
Bank of America Merrill Lynch January 2011 - March 2011
Merrill Lynch July 2005 - October 2009
Merrill Lynch May 2004 - August 2004
Education
IE Business School 2010 — 2011
IMBA
Villanova University 2001 — 2005
Villanova University, Bartley School of Business
Bachelor of Science, Business Administration
Bank of America April 2015 - Present
HP Enterprise Services September 2010 - September 2014
Bank of America June 2010 - February 2012
JetBlue Airways May 2009 - July 2010
Bank of America Merrill Lynch May 2007 - May 2009
ePlus February 2005 - April 2007
Lufthansa Systems April 1996 - April 2004
KLM January 1988 - April 1996
Skills
International Project..., Requirements Analysis, Telecommunications, Analysis, Software Project..., Project Management, Management, Business Analysis, SDLC, Strategy, Vendor Management, Budgets, ITIL, Project Portfolio..., PMP, Quality Assurance, Cross-functional Team...
Education
Project Management Institute 2014 — 2014
Project Management Professional (PMP), Project Management
Hofstra University 1978 — 1985
Polytechnic University
Bank of America Merrill Lynch August 2015 - Present
First Midwest Bank November 2014 - July 2015
1st Farm Credit Services June 2002 - August 2014
Skills
Agribusiness, Credit Analysis, Strategic Planning, Leadership, Financial Analysis, Banking, Sales, Commercial Lending, Microsoft Excel, Credit
Education
Illinois State University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Science (BS), Agriculutre Education
Bank of America Merrill Lynch January 2006 - Present
The W and W group May 2001 - September 2005
Union Memorial Hospital August 2002 - December 2004
Skills
Banking, Wealth Management, Risk Management, Investments, Strategic Planning, Process Improvement, Business Strategy, Operations Management, Coaching, Budgets, Relationship Management, Team Building, Performance Management, Strategy, Analysis, Business Process..., Change Management, Management, Team Leadership
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MBA, Management, Finance and Entreprenuership
Howard University 1996 — 2000
BS, Clinical Laboratory Science
Elizabeth Seton 1992 — 1996
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2014 - May 2015
Bank of America Merrill Lynch August 2001 - August 2014
Bank of America Merrill Lynch September 1998 - August 2001
BNY Mellon May 1988 - September 1998
Manufacturers Hanover Trust September 1987 - May 1988
Merrill Lynch January 1986 - September 1987
Skills
Financial Services, Incentive Programs, Relationship Management, Customer Service, 409A, FAS123R, Dodd-Frank
Education
Howard University
Bachelor of Science (B.S.), Psychology
Bank of America Merrill Lynch June 2015 - August 2015
POWERGRID August 2012 - July 2014
POWERGRID August 2011 - July 2012
Indian Institute of Petroleum May 2010 - July 2010
Larsen & Toubro May 2009 - July 2009
Skills
Financial Modeling, Credit Analysis, Due Diligence, Valuation, Project Management, Strategic Planning, Power Transmission, Automation, Six Sigma, Transmission Lines, Matlab, Energy, Negotiation
Education
University of North Carolina at Chapel Hill 2014 — 2016
Institute of Technology, BHU 2007 — 2011
Bachelor of Technology (BTech), Mechanical Engineering
New Look School. 1993 — 2005
ADP May 2014 - Present
Mountainside Hospital February 2014 - Present
ADP April 2013 - June 2014
ADP September 2009 - April 2013
Bank of America/ Merrill Lynch June 2007 - August 2009
ADP July 2005 - July 2007
Smith Barney May 1995 - June 2005
Skills
Account Management, BPO, Business Process..., Call Centers, Change Management, Customer Service, Leadership, Management, Outsourcing, CRM, Team Leadership, Strategy, Series 7, Project Planning, Human Resources, Payroll, Process Improvement, Equities, P&L Management, Team Building, Talent Acquisition, Recruiting, Risk Management, Telecommunications, Business Strategy, Product Development, Vendor Management, Mutual Funds, Talent Management, Time Management, Performance Management, Forecasting, HRIS, Financial Services, Training, Coaching, Customer Retention, Banking, Program Management, Insurance, New Business Development, Employee Relations, Relationship Management, Cross-functional Team...
Education
Howard University 1993 — 1995
MBA, Mangement
Fairleigh Dickinson University 1987 — 1991
B.S., Economics and Finance
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
PricewaterhouseCoopers June 2009 - August 2010
BearingPoint, Inc. (formely KPMG Consulting) February 2006 - June 2009
Bank of America July 2005 - January 2006
Embassy Gifts September 2004 - July 2005
AgSoft November 2001 - November 2002
Skills
Market Risk, Basel II, Credit Risk, Risk, Financial Risk, Risk Management, Derivatives, Financial Modeling, Valuation, Credit, Enterprise Risk..., VBA, Banking, Analytics, Analysis, Operational Risk, Fixed Income, Capital Markets
Education
CFA Institute 2009 — 2011
CFA, CFA
Illinois Institute of Technology 2003 — 2005
MS, Finance
Karnatak University 1997 — 2001
BE, Chemical Engineering
Bank of America Merrill Lynch 2005 - 2011
Wachovia Securities Financial Network 2000 - 2005
Adecco Group 1999 - 2000
Mama Ricotta's Management 1997 - 1999
Skills
Private Banking, Strategic Finance, Management, Project Management, Training, Bloomberg Software, Einstein, ILX, AS400 system, Actuate Reporting, AML, USA PATRIOT Act, Back Office, Internet Banking, Middle Office, OFAC, Settlement, Operational Risk, Banking, Fixed Income, Securities, Financial Risk, Derivatives, Investment Banking, Bloomberg, Financial Services, Credit, FX Options, Commercial Banking, Credit Risk, Capital Markets, Cash Management, Relationship Management, Portfolio Management, Bonds, Credit Analysis, Operational Risk..., Credit Derivatives, Trading, Swaps, Corporate Actions, Collateral Management, Interest Rate..., Series 7, Mutual Funds, FINRA, Trading Systems, Hedge Funds, Prime Brokerage, Equities
Education
Howard Community College
Bank of America Merrill Lynch July 2013 - Present
Geneva Trading September 2010 - June 2013
Geneva Trading January 2009 - September 2010
Skills
Trading Strategies, Trading Systems, Quantitative Finance, Portfolio Management, Commodity, FX trading, ETFs, Hedging, Equity Trading, Fixed Income, FX Options, Risk Management, Financial Markets, Options, Quantitative Analytics, Electronic Trading
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Illinois Institute of Technology 2008 — 2010
Master's degree, Finance, Markets
The PrivateBank May 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
ChapmanandCutlerLLP June 2012 - August 2012
Victoria’sSecret January 2009 - January 2012
PalatineParkDistrict June 2009 - June 2010
Kids in Action Gymnastics Academy June 2008 - June 2010
Skills
Accounting, Teamwork, Event Management, Public Relations, Teaching, Finance, Leadership, Customer Satisfaction, Fundraising, Data Entry, Training, Budgets, Street Dance, Account Management, Strategic Planning
Education
Illinois State University 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Senior
Illinois State University 2010 — 2014
Bachelor of Science, Major: Finance, Minor: Accounting, 3.5/4.0
Columbia Memorial Hospital September 2012 - Present
Bank of America Merrill Lynch December 2009 - September 2012
Bank of America August 2009 - December 2009
IBM April 2008 - May 2009
IBM July 2003 - April 2008
IBM 1995 - 2003
Skills
Project Management, Automation, PMP, Unix, Linux, Data Center, Manufacturing, Leadership, Project Planning, Enterprise Architecture, Windows Server, Integration, Continuous Improvement, Process Improvement, Management, Requirements Analysis, MS Project, Agile Methodologies, Technical Writing, Six Sigma, Cross-functional Team..., Process Engineering, Perl, SDLC, Operating Systems, ITIL, Product Development, Process Simulation, Project Delivery, Disaster Recovery, Troubleshooting, Software Project..., Business Analysis, AIX, Program Management, Lean Manufacturing, Testing, Software Development, Engineering, IT Service Management, Vendor Management, Business Intelligence, IT Strategy
Education
Hudson Valley Community College
AAS
State University of New York Empire State College
State University of New York at New Paltz
Villanova University
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group September 2014 - December 2014
The Boston Consulting Group June 2013 - August 2014
Finance and Investments Club, IIM Calcutta January 2012 - December 2012
IIM Calcutta Preparation Team (Finance) January 2012 - December 2012
Barclays Capital April 2012 - May 2012
Barclays Capital June 2010 - June 2011
Bank of America Merrill Lynch September 2007 - May 2010
Merrill Lynch July 2007 - August 2007
Webaroo June 2006 - May 2007
Education
Indian Institute of Management, Calcutta 2011 — 2013
8.34/9 (Institute Rank Holder)
CFA Institute USA 2008 — 2010
Indian Institute of Technology, Delhi 2002 — 2007
Integrated Master of Technology, Mathematics and Computing
Bank of America Merrill Lynch October 2010 - Present
Boon December 2009 - September 2010
AidWorkers Network (AWN) February 2008 - 2010
Bank of America September 2006 - December 2009
Cleversafe May 2006 - September 2006
IBM May 2003 - August 2003
Skills
Programming, Management, Software Development, Product Development, Problem Solving, Analytics, Analysis, Data Analysis, Negotiation, SQL, Java, Application Development, .NET, Requirements Analysis, Business Analysis, Databases, SDLC, Trading Systems, Software Project..., Entrepreneurship, Business Intelligence, Derivatives, Risk Management, Fixed Income, Requirements Gathering, VBA, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Analytical Finance, Economics, Econometrics & Statistics
Stanford University Graduate School of Business 2007 — 2007
Certificate, Entrepreneurship
Illinois Institute of Technology 2005 — 2007
Master's Degree, Information Technology & Management
DA-IICT 2001 — 2005
Bachelor's Degree, Information & Communication Technology
Wendy High School
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - July 2013
Alternative Insurance Works June 2007 - July 2012
Hobart and William Smith Colleges August 2008 - May 2012
HSBC Securities June 2011 - August 2011
The Milbrook Club May 2008 - August 2010
Sekolo Projects August 2006 - September 2006
Cantor Fitzgerald June 2006 - August 2006
Skills
Excel, PowerPoint, Microsoft Office, Word, Social Media, Economics, Microsoft Excel, Microsoft Word, Finance, Nonprofits, Management, Banking, Fundraising, Policy, Sales, Event Planning, Public Speaking
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics and Latin American Studies, 3.83 (out of 4.0)
Kent School 2006 — 2008
Greenwich High School 2004 — 2006
City Colleges of Chicago August 2014 - August 2015
Advanced Technology Group (ATG) June 2014 - August 2014
Bank of America Merrill Lynch February 2012 - June 2014
Health Care Service Corporation October 2002 - July 2011
Ignite Sports Media 1999 - 2001
Skills
Axure, User Experience, User Interface Design, Photoshop, Dreamweaver, Web Design, Flash, HTML, Illustrator, CSS, Layout, Graphic Design, Logo Design, Interaction Design, Graphics, Typography, Adobe Creative Suite, Information Architecture, InDesign, Axure RP
Education
Illinois State University 1991 — 1995
Bachelor of Fine Arts, Graphic Design
Glenbrook South High School 1987 — 1991
GED, General
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Procter & Gamble April 2010 - May 2013
Johnson & Johnson July 2009 - March 2010
Skills
Business Strategy, FMCG, Financial Analysis, Management, Mergers, Strategy, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Huazhong University of Science and Technology 2005 — 2009
Bachelor of Engineering (B.E.), Automation
Bank of America Merrill Lynch July 2013 - Present
Skills
Financial Analysis, Financial Modeling, Forecasting, Consumer Marketing, project management, Marketing Strategy, Business Development, Finance, Program Management, Marketing, Customer Service, Account Management, Microsoft Word, Team Leadership, Competitive Analysis, Market Research, Banking, Sales, Project Management
Education
Howard University 2009 — 2011
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill 1998 — 2002
B.A., Political Science & Latin American Studies
Universidad Nacional de Cuyo 2000 — 2000
Institute of Study Abroad, International Relations and Affairs, 3.2
Bank of America Merrill Lynch July 2014 - Present
Bank of America November 2012 - August 2014
Bank of America January 2011 - November 2012
Bank of America December 2006 - January 2011
Bank of America April 2006 - December 2006
Skills
Consumer Lending, Retail Banking, Branch Management, Commercial Banking, Banking, Loans, Credit, Deposits, Auditing, Branch Banking, Management, Cash Management, Risk Management
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Illinois State University 2001 — 2003
Finance, General
Bank of America Merrill Lynch June 2013 - Present
Trend Setter Realty February 2009 - July 2015
City of Houston March 2010 - June 2013
Skills
Foreclosures, Microsoft Office, Real Estate, Marketing, Project Planning, Investment Properties, Real Estate Transactions, Residential Homes, Management, Project Management, Small Business, Marketing Strategy, Contract Management, Public Speaking, Customer Service, Business Planning, Microsoft Excel
Education
Texas Southern University 2012 — 2015
Masters, Urban Planning & Environmental Policy
University of Houston-Downtown 2007 — 2009
B.B.A., Management/ Supply Chain Management
Houston Community College 2005 — 2007
A.A., Business
Howard University October 2014 - Present
Washington Inventory Service May 2015 - August 2015
Bank of America Merrill Lynch May 2015 - May 2015
Publix Super Markets June 2013 - August 2014
CrossFit Iconz March 2014 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership, Event Planning
Education
Howard University 2014 — 2018
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance, 3.87
Shiloh High School 2010 — 2014
3.8
Deutsche Bank June 2012 - Present
Bank of America Merrill Lynch December 2009 - May 2012
Credit Suisse September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
Deutsche Bank August 2003 - June 2007
JPMorgan Chase June 2002 - August 2003
Barclays Capital October 1996 - June 2002
Zacks Investment Research April 1995 - August 1996
Skills
Derivatives, Equity Derivatives, Interest Rate..., Trading, Capital Markets, Product Control, Credit Derivatives, Operational Risk, Equities, Fixed Income, Interest Rate Swaps, Financial Risk, Commodity, CDS, Swaps, Risk Management, Structured Products, Valuation, Financial Reporting, Market Risk, Rates, Financial Modeling, Risk Analysis, Change Management, VBA, Bloomberg Terminal, Credit Risk, Equity Trading, Public Speaking, Corporate Finance, Hedge Funds, Financial Management, Quantitative Analysis, Exotic Derivatives, P&L Management, College Recruiting, Reuters, Price Testing, Mathematical Modeling, Coaching, Bloomberg
Education
Illinois Institute of Technology 1995 — 1996
Masters of Science, Financial Markets and Trading
Western Michigan University - Haworth College of Business 1991 — 1993
MBA, Finance
University of Notre Dame 1987 — 1991
BA, Arts and Letters - Government
Portage Central High School 1983 — 1987
diploma, College Preparatory
Bank of America Merrill Lynch May 2013 - Present
Direct Energy June 2011 - June 2012
Direct Energy September 2007 - May 2011
Direct Energy April 2005 - August 2007
Duke Energy Corporation 2002 - 2005
Moody's Indian affiliate (ICRA) 1995 - 2000
Skills
Commodity Markets, Risk Management, Market Risk, Financial Risk, Credit Risk, Energy, Energy Markets, Commodity, Hedging, Natural Gas, Financial Modeling, Derivatives, Electricity Markets, Valuation, Renewable Energy, ETRM
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Energy Finance
Indian Institute of Management, Ahmedabad 1990 — 1992
PGDM, Finance
L.D College of Engineering - Ahmedabad 1986 — 1990
BE, Electronics
Bank of America Merrill Lynch November 2011 - Present
Merrill Lynch October 2010 - November 2011
Merrill Lynch November 2009 - October 2010
Merrill Lynch October 2007 - November 2009
Skills
Strong written and..., Leadership, Project Management, Business Analysis, Call Centers, Problem Solving, Written Communication, Insurance, Wealth Management
Education
Holy Family University 1999 — 2003
Bachelor’s Degree, Criminal Justice and Corrections
Bank of America Merrill Lynch June 2007 - Present
NYSE Arca August 2006 - February 2007
China Securities Journal August 2004 - July 2005
China Merchants Bank August 2003 - August 2004
Skills
Derivatives, Fixed Income, Bloomberg, Financial Modeling, Quantitative Finance, Bloomberg Terminal, VBA, Corporate Finance, Quantitative Analytics, Financial Analysis, Risk Management, Options, SQL
Education
Illinois Institute of Technology 2005 — 2007
Master, Finance, 3.9/4.0
Renmin University of China 1999 — 2003
Bachelor, Finance
Bank of America Merrill Lynch January 2015 - Present
AIG Retirement Services October 2013 - January 2015
Wells Fargo April 2011 - September 2013
Skills
Sales, Banking, Leadership, New Business Development, Negotiation, Customer Retention, Portfolio Management, Credit, Financial Planning, Financial Services, Relationship Management, Series 7, Uniform Combined State..., Series 63, Finance, Investments, Wealth Management, Loans, Management, Series 24
Education
Hofstra University
Banking, Corporate, Finance, and Securities Law
Adelphi Academy
Bank of America Merrill Lynch January 2015 - Present
Aeropostale January 2013 - December 2014
Aeropostale June 2012 - January 2013
Victoria's Secret Direct January 2012 - May 2012
Polo Ralph Lauren September 2011 - November 2011
Kenneth Cole Productions May 2011 - August 2011
Skills
Photoshop, Microsoft Office, Microsoft Excel, InDesign, Fashion, Recruiting, Human Resources, College Recruiting, Marketing, Interviews, Advertising, Public Relations, Teamwork, Integrated Marketing, Facebook, PowerPoint
Education
Hofstra University
B.B.A., Marketing
JPMorgan Chase December 2011 - Present
Bank of America - Merrill Lynch September 2007 - October 2011
Citi January 2005 - September 2007
Skills
Banking, Business Process..., Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, PMO, Portfolio Management, Risk Management, Business Analysis, Fixed Income, Financial Risk, Financial Services, Investment Banking
Education
Keller Graduate School of Management 2006 — 2009
MBA, International Business
Hofstra University 2002 — 2004
Bachelor of Science in Business Administration, Finance & Banking
Bank of America Merrill Lynch 2012 - Present
Purdue University May 2009 - May 2012
Honegger Animal Clinic January 2008 - August 2008
Skills
Microsoft Word, Typing, Salesforce Training, Microsoft Excel, Cashiering, PowerPoint, Filing, Customer Service, Answering Phones, Online Research, Technical Writing
Education
Purdue University 2008 — 2012
Bachelor's degree, Financial Counseling and Planning
Huntington College 2007 — 2007
Bank of America Merrill Lynch October 2012 — Present
Skills
Risk Management, Commodity, Business Analysis, Commodity Markets, Derivatives, Middle Office, Capital Markets, Strategic Planning, Business Process..., SDLC, Analysis, ETRM, Openlink, Market Risk, Commodities, Energy Trading, Endur, Electronic Trading..., Trading Platforms
Education
Kansas State University 1995 — 1998
Doctor of Philosophy (Ph. D.), Engineering
Bank of America Merrill Lynch May 2010 - Present
Rotella Capital Management June 2009 - September 2009
UBS - Global Asset Management July 2007 - June 2009
ABN / LaSalle Bank January 2007 - April 2007
UBS January 1995 - September 2006
AT&T/Bell Labs August 1989 - January 1995
Rockwell Telecommunications May 1984 - August 1989
Airfone Inc May 1982 - May 1984
Skills
Electronic Trading, Trading Systems, Market Data, FX Options, Trading, Options, Web Services, Derivatives, Portfolio Management, Market Risk, Equity Derivatives, Risk Management, Telecommunications, Quantitative Finance, Fixed Income, Business Intelligence, Distributed Systems, Interest Rate..., XML, Hedge Funds, Low Latency, Asset Managment, Sybase, Equity Trading, Equities, Investment Banking, Financial Markets, Bloomberg, Exchange Connectivity, Commodity, Credit Derivatives, Trading System, Asset Management, FX trading, Capital Markets, High Frequency Trading, Trading Strategies, Technical Analysis, Structured Products, VBA
Education
Illinois Institute of Technology 1988 — 1992
MSCS, Computer Science
Milwaukee School of Engineering 1978 — 1983
BSEE, Electrical Engineering
Bank of America Merrill Lynch April 2007 - Present
Credit Suisse 2000 - 2007
Skills
Fixed Income, Structured Products, Trading Systems, Credit Derivatives, Derivatives, Quantitative Analytics, CDO, Quantitative Finance, Prime Brokerage, Proprietary Trading, Trading, Emerging Markets, Bonds, Valuation, Structured Finance, Equities, Market Risk, Alternative Investments, FX Options, Options, Financial Modeling, ABS, VBA, Swaps, Bloomberg, Financial Risk, Middle Office, Portfolio Management, CDS, Credit, Investment Banking, Electronic Trading, Hedge Funds, Equity Derivatives, Capital Markets, CMBS, Market Data, Asset Management
Education
Indian Institute of Technology, Bombay
B.Tech, Mechanical Engineering
University of Cincinnati
MS, Industrial Engineering
AIG Asset Management Group November 2014 - Present
MSD Capital July 2013 - October 2014
Bank of america Merrill lynch July 2010 - June 2013
Indus Valley Partners June 2008 - August 2011
Harbinger Capital Partners 2009 - 2010
Indus Valley Partners October 2005 - May 2008
Adobe Systems July 2003 - August 2005
iNautix Technologies June 2001 - May 2003
Skills
Business Analysis, Program Management, Prime Brokerage, Hedge Funds, Derivatives, Equities, Management, Project Management, Trading Systems, Business Process, Analysis, Financial Services, Leadership, Risk Management, Fixed Income, Investment Banking, Capital Markets, Finance, Securities, Bloomberg
Education
Indian Institute of Management, Bangalore 1999 — 2001
MBA, Systems, Finance
Patna University 1996 — 1999
B.C.A, Computer Science, Mathemetics, Statistics
Bishop 1985 — 1993
Oracle 2013 - Present
Self Employed January 2013 - 2013
Oracle 2012 - 2012
Bank of America Merrill Lynch 2006 - 2011
GoldenSource Corporation May 2004 - 2006
Accenture September 1987 - April 2004
Andersen Consulting 1991 - 1996
Skills
Business Requirements, Program Management, IT Strategy, Enterprise Architecture, SDLC, Requirements Analysis, Project Management, Management, Business Strategy, Business Analysis, Software Project..., Solution Architecture, Integration, Vendor Management, Leadership, Outsourcing, SOA, Project Portfolio..., Enterprise Software, CRM, Product Management, Agile Methodologies, Software Development, Consulting, PMO, Financial Services, Business Intelligence, Business Process..., Requirements Gathering, Professional Services, Business Process, Executive Management, Business Transformation, PMP, Governance, Data Warehousing, IT Management, Strategic Planning, Management Consulting, SaaS, Business Process..., Strategy, Business Process Design, Master Data Management
Education
Indian Institute of Technology, Bombay
M. Tech., Electrical Engineering
Millennium Partners October 2013 - Present
Bank of America Merrill Lynch January 2007 - September 2013
Countrywide September 2005 - December 2006
CSEO, University of Utah January 2004 - August 2005
Sharp Scribes Semiconductor September 2002 - June 2003
Delmia (Dassault Systemes) 2002 - December 2002
Zeus Numerix, Indian Institute of Technology, Bombay June 2000 - July 2002
Center for Development of Advanced Computing (CDAC) May 2000 - June 2000
Education
University of Utah 2004 — 2005
M.S. in Computational Engineering
Indian Institute of Technology, Bombay 1997 — 2002
Btech, Aerospapce Engineering
Citi 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Citigroup 2000 - 2009
Citicorp Overseas Software Ltd 1989 - 2000
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
MBA
Indian Institute of Technology, Bombay 1979 — 1984
B.Tech.
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch April 2010 - August 2012
UBS Investment Bank November 2009 - April 2010
Ana-Data Consulting November 2004 - April 2010
UBS Investment Bank November 2007 - October 2009
Dillon Read Capital Management January 2007 - October 2007
Dillon Read Capital Management November 2005 - December 2006
Merrill Lynch November 2004 - October 2005
Telcordia Technologies March 2001 - October 2004
Skills
ASP.NET, Management, Market Data, Analytics, SDLC, Structured Products, Software Project..., VBA, Business Intelligence, Software Development, IT Strategy, Requirements Analysis, Strategy, Business Analysis, Capital Markets
Education
Imperial College London 1999 — 2000
MSc.
UCL 1996 — 1999
BSc.
Bank of America Merrill Lynch September 2012 - Present
Skills
Financial Modeling, Capital Markets, Data Analysis, Investment Banking, Valuation, Bloomberg, Equities, Financial Analysis, Corporate Finance, IPO, Leveraged Finance, Equity Capital Markets
Education
Indian Institute of Technology, Delhi 2001 — 2005
Bachelor of Technology (B.Tech.)
Capital One 2014 - Present
Capital One 2013 - 2014
Capital One 2012 - 2012
HSBC 2011 - 2012
HSBC 2010 - 2010
Bank of America Merrill Lynch 2008 - 2010
Merrill Lynch London 2007 - 2007
Capital One 2006 - 2006
Capital One 2004 - 2005
Capital One 2001 - 2003
Skills
Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Credit Risk, Analytics, Business Analysis, Financial Services, Credit Cards, Marketing Strategy, Business Strategy, Risk Management, Statistical Data..., Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Specializations in Finance and Entrepreneurship
Indian Institute of Technology, Delhi 1995 — 1999
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Sri Aurobindo Memorial School 1983 — 1993
Bank of America Merrill Lynch February 2015 - Present
J.P. Morgan May 2014 - February 2015
Morgan Stanley June 2011 - May 2014
Chubb Insurance December 2009 - June 2011
Morgan Stanley August 2005 - December 2009
Chubb Insurance June 2002 - September 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Finance
Hope College 1998 — 2002
BA, Economics and Business Administration double major, Computer Science minor
Bank of America Merrill Lynch 2015 - Present
Goldman Sachs 2005 - 2014
Goldman Sachs 2000 - 2004
Skills
Data Visualization, Machine Learning, Data Analysis, Python, R, Data Science, Octave, Matlab, Java, C#, C++, Shell Scripting, Groovy, JUnit, SQL, Spring Framework, Hibernate, JDBC, RDBMS, IntelliJ IDEA, SDLC, JSON, XML, Agile Methodologies, Software Development, IT Strategy, Software Project..., Requirements Analysis, Gap Analysis, Business Analysis, Project Management, Derivatives, Financial Futures, Options, Investment Banking, Capital Markets, Market Data, Github, Credit Derivatives, Prime Brokerage, Microsoft Office, Trading Systems, Management
Education
Indian Institute of Technology, Kanpur
Masters, Mathematics
Kendriya Vidyala Gole Market
Govt of Ontario, Canada February 2010 - Present
Bank of America Merrill Lynch October 2009 - February 2010
Merrill Lynch Canada April 2008 - December 2009
Aithent Canada July 2007 - April 2008
CicadaRisk November 2006 - July 2007
Satyam Canada July 2003 - October 2006
Citicorp Overseas Software Ltd 2002 - 2003
Education
Indian Statistical Institute 1997 — 1999
M.Tech, Computer Sc
Indian Institute of Technology, Kharagpur 1983 — 1987
B. Tech(Hons), Chemical Engg
Bidhan Chandra Institution
Bidhan Chandra Institution
Intralinks September 2014 - Present
Bank of America Merrill Lynch May 2011 - Present
Collaborative Consulting 2006 - July 2011
Staples November 1997 - November 2006
Skills
Project Management, Software Development, IT Management, Vendor Management, Quality Assurance, Software Project..., SDLC, PMP, SQL, Business Analysis, Requirements Analysis, Agile Methodologies, Systems Analysis, MS Project, Visio, Agile Project Management, IT Strategy, Management, Microsoft Project, PMO, Project Portfolio...
Education
Illinois State University 1973 — 1976
University of Chicago Margin AnalystBank of America Merrill LynchApril 2014 - September 2014
Bank of America Merrill Lynch September 2012 - March 2014
Robert Half Finance & Accounting (Urban Partnership Bank) August 2012 - September 2012
Wachovia Securities March 2005 - March 2009
Skills
Research, Lotus Notes, Project Management, Leadership, Outlook, Financial Modeling, Data Analysis, Risk Management, Financial Analysis, Microsoft Excel, Process Improvement, Training
Education
The University of Chicago 2014 — 2016
Master's Degree, Secondary Education and Teaching
Howard University 1998 — 2004
Bachelor of Science (B.S.), Biology, General
Antilles School 1994 — 1998
Diploma, 3.1
Sts. Peter & Paul Grammer School 1985 — 1994
8th Grade
Bank of America Merrill Lynch March 2002 - Present
ASQ-ITEAC 1998 - Present
Solectron Technology 1992 - 2002
Solectron 1992 - 2002
Memorex Telex April 1982 - 1992
Telex Communications 1982 - 1992
Skills
Enterprise Data..., Risk Data Aggregation, Strategic Planning, Cross-functional Team..., Business Process..., Six Sigma, Quality Management, Process Improvement, Manufacturing, Process Engineering, Quality Assurance, Root Cause Analysis, Electronics, Program Management, Minitab, Team Building, Quality Auditing, SPC, Supplier Quality..., Quality System, Business Process..., Value Stream Mapping, Lean Manufacturing, Leadership, Quality Control, Financial Crime, Lean Transformation, DFSS, Master Black Belt
Education
Moody Bible Institute 1977 — 1980
Pastoral Training
Illinois Institute of Technology 1973 — 1977
Bachelor of Science (BS), Engineering
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch February 1998 - November 2014
Deloitte & Touche August 1994 - February 1998
Skills
Investment Banking, Fixed Income
Education
Institute of Chartered Accountants in England and Wales 1994 — 1996
ACA, Chartered Accountancy
Imperial College London 1990 — 1994
Bank of America Merrill Lynch June 2007 - Present
Automatic Data Processing January 2004 - June 2007
Associated Press/ENPS July 2002 - January 2004
Merrill Lynch November 2000 - April 2002
Skills
SOA, XML, Project Management, Program Management, Application Architecture, ITIL, Client Co-ordination, WCF, MVVM, .NET, C#, Business Process, Management, Human Performance, Databases, Web Services, Business Analysis, SDLC
Education
New Jersey Institute of Technology 2001 — 2006
MBA, Management of Technology
Illinois Institute of Technology 1997 — 1999
MS, Chemical Engineering
Indian Institute of Technology, Mumbai 1995 — 1997
Master's degree (M.Tech), Chemical Engineering
Bank of America Merrill Lynch December 2008 - Present
Aramark 2012 - 2015
M & I Bank / BMO Harris Bank November 2005 - November 2009
Wells Fargo Home Mortgage 2001 - 2005
Skills
Loan documentation /..., First Time Home Buyers, Real Estate, Financial Analysis, Customer Service, Investment Properties, Commercial Lending, Software Documentation, Loans, Commercial Banking, Strategic Planning, Team Building, Management, Sales, Marketing, Mortgage Lending, Finance, Credit
Education
Holy Angel University 1982 — 1986
BSBA, Business Administration and Management, General
Holy Angel University 1982 — 1986
Bachelor of Science Business Administration (B.B.A.), Business Administration and Management, General
Federal Home Loan Bank of Chicago March 2012 - Present
US Bank February 2011 - February 2012
Bank of America Merrill Lynch October 2010 - February 2011
Bank of America Merrill Lynch May 2009 - November 2010
Bank of America Merrill Lynch September 2007 - May 2009
Cambridge Realty Capital November 2006 - August 2007
Skills
Fixed Income, Securities, Derivatives, CDO, Bloomberg, Market Risk, Capital Markets, Credit Risk, Structured Finance, Interest Rate..., Financial Risk
Education
Illinois Institute of Technology 2007 — 2008
M.Sc, Finance
Illinois Institute of Technology 2002 — 2006
B.Sc, Political Science
Bank of America Merrill Lynch December 2012 - Present
FDIC March 2012 - December 2012
Citi March 2011 - March 2012
Fannie Mae 2003 - April 2010
Realeum Inc 2000 - 2003
HCL 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi
Northern Trust (O&T NTGI) May 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2013
Motorola May 2006 - August 2006
Skills
Business Analysis, Project Management, Entrepreneurship, Program Management, Process Improvement, Electronic Trading..., Requirements Analysis, Strategy, SOA, Charismatic Leadership, Electronic Trading, Integration, Charity Work
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance
University of Illinois at Chicago 2005 — 2006
MS, Computer Science
Indian Institute of Information Technology
Bachelor of Engineering (B.E.), Information Technology
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2014 - Present
Bank of America July 2010 - November 2014
Bank of America May 2009 - August 2010
Bank of America June 2008 - August 2009
Bank of America December 2008 - July 2009
Bank of America May 2007 - August 2007
Weber Shandwick February 2006 - May 2006
DeWitt Stern Group 2006 - 2006
Hobart and William Smith Colleges 2004 - 2005
Skills
Public Policy, Analytics, Communications, Treasury Services, International Sales, Direct Sales, Product Management, Economics, International Relations, Quantitative Research, Sales Presentations, Capital Markets, Treasury Management, Trading, Investments, Portfolio Management, Credit, Bloomberg, Finance, Relationship Management, Negotiation, Bonds, Fixed Income, Cash Management, Hedge Funds, Asset Management, Leadership, Management, New Business Development, Banking, Financial Services, Strategy, Investment Banking, Marketing Strategy, Valuation, Sales, Liquidity Management, Payments, Derivatives, Commercial Banking, Financial Modeling, Financial Risk, Credit Risk, Program Management, Credit Analysis
Education
New York University 2010 — 2011
Certificate Programs through SCPS, Accounting and Finance
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Major - Economics Minors - International Relations, Public Policy, 3.56 GPA
Lingnan University 2007 — 2007
Bachelor of Arts, Economics
Ziben City November 2013 - Present
Goldenstep Group November 2011 - October 2013
Bank of America Merrill Lynch January 2007 - October 2011
GE Capital August 2005 - December 2006
Skills
Commodity trading, Stock trading, Derivatives, Investment Management, Capital Markets, Risk Management, Fixed Income, Portfolio Management, Hedge Funds, Finance
Education
The University of Connecticut School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Hofstra University 2003 — 2004
MS, Marketing
JPMorgan Chase June 2012 - Present
Bank of America Merrill Lynch July 2000 - June 2012
Lehman Brothers January 1992 - July 2000
Education
Hofstra University
BBA, Administrative Computer Systems
Bank of America Merrill Lynch May 2014 - Present
Education
Howard University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch November 2011 - Present
AJL Renewal Partners LLC January 2008 - August 2011
Summit Financial Resources May 2005 - January 2008
AgriCap February 2004 - August 2004
CIT Group/Commercial Services, Inc. December 1999 - May 2003
Heller Financial Inc. September 1989 - December 1999
Education
Humboldt State University
Political Science, emphasis on International Relations
University of Utah
Bank of America Merrill Lynch November 2013 - Present
SUN AREA Property Partners May 2011 - December 2012
Goldman Sachs July 2010 - March 2011
Morgan Stanley August 2007 - April 2010
Education
Indian School of Business 2010 — 2011
MBA, Finance, 3.75
Institute of Technology, BHU 2003 — 2007
B.Tech, Electrical Engg.
St. John's School
Baird Capital April 2015 - June 2015
Bank of America Merrill Lynch June 2014 - August 2014
Nomura May 2013 - July 2013
Nomura April 2010 - April 2013
Nomura October 2008 - March 2010
Lehman Brothers July 2007 - October 2008
University of Erlangen-Nuremberg May 2006 - July 2006
Skills
Fixed Income, Capital Markets, Private Equity, Investment Banking, Financial Modeling, Trading, Structured Products, Structured Finance, Credit Derivatives, Finance, Leadership, Derivatives
Education
The University of Chicago Booth School of Business 2013 — 2015
Indian Institute of Technology, Bombay 2003 — 2007
B. Tech, Chemical Engineering, 9.08/10
CFA Institute 2008 — 2008
Cleared CFA Level 1 Exam, Finance
Bank of America Merrill Lynch January 2011 - Present
Billabong 2007 - Present
Shaded Vision 2006 - Present
Merrill Lynch July 2008 - January 2011
Education
Hofstra University
Bank of America Merrill Lynch April 2004 - Present
JP Morgan Chase 1993 - 2004
Accenture/Andersen Consulting February 1988 - April 1993
Skills
Financial & Resource..., Initiative Planning &..., Organizational..., Business Process..., Supply Chain/Vendor..., Relationship & Team..., Technology..., Risk Management &..., Strategic Planning &..., Governance Process, Management, Risk Management, Program Management, PMO, Finance, Banking, IT Strategy, Commodity, Credit, Telecommunications, SDLC, Vendor Management, Business Process..., Business Analysis, Structured Products, Credit Risk, Financial Services
Education
Hofstra University
MBA, Dual Major: Banking and Finance/Marketing
Hofstra University
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley February 2012 - July 2015
Penso Advisors January 2011 - December 2011
UBS Investment Bank December 2009 - August 2010
DHL Worldwide Express November 2008 - October 2009
Skills
VBA, Financial Modeling, Derivatives, Quantitative Analytics, Bloomberg, Risk Management, Quantitative Finance, Microsoft Excel, SQL, Matlab, Portfolio Management, Equities, Data Analysis, Microsoft Office, C, English, Access, Economics, Statistics, Mandarin, Fixed Income, Financial Risk, R, Monte Carlo Simulation, Hedge Funds, Time Series Analysis, PowerPoint, Econometrics, Credit Risk
Education
New York University 2010 — 2011
MS, Courant MS Maths in Finance, 3.6
Wuhan University 2005 — 2008
BA, Economics
Huazhong University of Science and Technology 2004 — 2008
BS, Statistics
Morgan Stanley April 2014 - Present
Morgan Stanley October 2013 - January 2014
Bank of America Merrill Lynch September 2010 - February 2013
Bank of America Merrill Lynch January 2010 - August 2010
Bank of America July 2008 - December 2009
Cambridge Systems Associates May 2007 - July 2007
INRIA LORIA May 2006 - July 2006
Skills
Option Pricing Models, Options Strategies, Exotic Derivatives, Operational Risk, Artificial Neural..., Visual C++, Probability Theory
Education
University of California, Berkeley - Walter A. Haas School of Business
Master, Financial Engineering
Indian Institute of Technology, Delhi
Integrated M.Tech, Mathematics & Computing, Rank 2
Completed CFA-1
Completed FRM-1
Delhi Public School, Vasant Kunj
CBSE (A.I.S.S.C.E), 90.8%
VMC
Bank of America Merrill Lynch April 2011 - Present
UBS Investment Bank December 1999 - March 2011
Goldman Sachs & Co September 1995 - December 1999
Self-employed April 1994 - December 1995
Skills
Commodity, Hedge Funds, Fixed Income, Options, Equities, Proprietary Trading, Bloomberg, Futures, Electronic Trading, Currency, Traders, Asset Management, Trading Systems, Financial Risk, Futures Trading, Capital Markets, Derivatives, Trading
Education
Illinois Institute of Technology 1996 — 1998
Masters of Science, Financial Markets & Trading
University of Florida 1984 — 1989
B.A., History, Western European Studies
International School of Brussels 1982 — 1984
Academic Diploma (High School)
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Societe Generale Corporate & Investment Banking August 2010 - January 2011
Federal Reserve Bank of New York May 2009 - August 2010
Merrill Lynch July 2004 - May 2009
Salomon Smith Barney 1998 - 2003
Bank of New York 1996 - 1998
Skills
MBS, Accounting
Education
Hofstra University 1990 — 1994
BS, Accounting
Highbridge Capital Management April 2010 - Present
Bank of America Merrill Lynch January 2009 - March 2010
Education
Illinois Institute of Technology
BSEE, Electrical Engineering and Computer Science
The University of Chicago
MBA, Finance and Public Policy
Bank of America Merrill Lynch February 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2004 - January 2014
LEGG MASON WOOD WALKER INCORPORATED, Bryn Mawr, PA October 2002 - January 2004
CIGNA RETIREMENT AND INVESTMENT SERVICES 1996 - 2002
CIGNA RETIREMENT AND INVESTMENT SERVICES, January 1994 - December 1995
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1982 - December 1993
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1980 - December 1981
Skills
401k, Management, Business Planning, Business Development, Retirement, Defined Benefit, Investments, Employee Communications..., Relationship Management
Education
Holy Family University
BA
Apttus June 2015 - Present
Bank of America Merrill Lynch February 2014 - May 2015
Bank of America Merrill Lynch May 2013 - February 2014
Goldman Sachs March 2012 - May 2013
The Huffington Post April 2011 - March 2012
Jane Street Capital October 2010 - March 2011
Pencom Systems July 2010 - October 2010
Education
Howard University 2008 — 2010
M.A., Mass Communication & Media Studies
North Carolina Agricultural and Technical State University 2004 — 2008
B.S., Journalism & Mass Communication
Bank of America Merrill Lynch June 2015 - August 2015
Microsoft February 2014 - August 2014
SAIF Partners July 2012 - December 2013
JPMorgan July 2009 - June 2012
Goldman Sachs May 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Derivatives, Corporate Finance, Financial Analysis, Quantitative Finance, VBA, Project Management, Capital Markets, Fixed Income, Risk Management, Business Strategy, Banking, Bloomberg, Equity Derivatives, Start-ups, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical Engineering
Lucknow Public College, Lucknow, U.P., India
10+2, Physics, Chemistry, Mathematics
J.P. Morgan October 2014 - Present
JP Morgan October 2012 - September 2014
Bank of America Merrill Lynch August 2010 - September 2012
Progress Software May 2009 - July 2010
Oracle Corporation June 2006 - May 2009
Skills
Analytics, Business Analysis, Java, C++, Agile Methodologies, SQL, Software Project..., JavaScript, Python, Microsoft SQL Server, Unix, Programming, C#, SDLC
Education
Indian Institute of Technology, Kanpur 2001 — 2006
B.tech-M.tech (Dual), Mechanical Engineering
Bank of America Merrill Lynch August 2008 - Present
Wipro GE Medical Systems May 2006 - July 2006
Bhabha Atomic Research Centre May 2005 - July 2005
Skills
Trading Systems, Java, Test Automation Tools, Python, Unix, Perl, Electronic Trading, Algorithms
Education
Indian Institute of Technology, Bombay 2007 — 2008
Master of Technology (M.Tech.), Communication and Signal Processing
Indian Institute of Technology, Bombay 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical Enginerring
Mitsubishi UFJ Securities October 2014 - Present
Bank of America Merrill Lynch February 2011 - September 2014
Bank of America Merrill Lynch August 2010 - January 2011
Sterling Monroe Securities LLC December 2007 - September 2009
Fixed Income Securities September 2006 - August 2007
Skills
Settlement, Trading, Management, Financial Services, Bonds, Securities, Fixed Income, Equities, Financial Analysis, Business Development, Banking, Finance
Education
Hofstra University 2008 — 2010
MBA, Finance
Ardsley Partners 2015 - Present
Guggenheim Partners 2013 - 2015
Geosphere Capital 2008 - 2013
Bank of America Merrill Lynch 2005 - 2008
UBS Investment Bank 1999 - 2005
Raymond James/Caspian Securities 1996 - 1999
Jardine Fleming 1995 - 1996
Citibank 1993 - 1995
Skills
Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Valuation, Bloomberg, Equities, Investments, Investment Banking, Asset Management, Derivatives, Equity Research, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, Honors
Indian Institute of Technology, Delhi 1987 — 1991
Bachelor of Engineering
COUNTRY ® Financial October 2011 - Present
CMITI January 2012 - Present
Bank of America Merrill Lynch July 2010 - October 2011
US Army May 2003 - May 2011
COUNTRY Financial January 2009 - December 2009
Caterpillar May 2008 - January 2009
Skills
Oracle SQL, Java, C#, ASP.NET, Eclipse, Toad for Oracle, Six Sigma, Informatica PowerCenter, IBM - Rational..., DB2, J2EE, IBM BPM, Microsoft SQL Server, Relational Databases, XML, ASP, VBScript, JavaScript
Education
Illinois State University 2013 — 2015
Master of Science (M.S.), Information Systems - Web Application Development/Design, Graduate
The American College 2013 — 2015
ChFC, Finance and Financial Management Services
Illinois State University 2008 — 2009
BS, Computer Science (Systems Development - Java)
The University of Kansas 2005 — 2007
N/A, Computer Science
Bank of America Merrill Lynch May 2014 - Present
Z Capital Partners, L.L.C. August 2013 - May 2014
Infinium Capital Management June 2013 - July 2013
Skills
C#, Python, SQL, Quantitative Investing, Portfolio Management, Bloomberg, Quantitative Analytics, Derivatives, Equities, Financial Modeling, Fixed Income, Microsoft Office, Trading
Education
Illinois Institute of Technology
Master of Science (M.S.), Financial Programming
Northwestern Polytechnic University (CN)
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch August 2014 - Present
Infinium Capital Management 2013 - 2014
Futures First (GHF Group) 2008 - 2010
Skills
Trading, Quantitative Finance, VBA, Bloomberg, R, Derivatives, C++, Matlab, Statistical Arbitrage, Technical Analysis, Monte Carlo Simulation, SAS, AutoCAD, ANSYS, PTC Pro/Engineer, Go Chess, Stochastic Calculus, Python, GNU/Linux, SQL, PHP
Education
The University of Chicago 2014 — 2016
Master of Science, Computer Science
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science, Financial Engineering
Huazhong University of Science and Technology 2002 — 2006
Bachelor of Science, Mechanical Engineering
Bank of America Merrill Lynch Senior SpecialistEnron Energy ServicesSeptember 1986 - June 2005
Enron 1986 - 2001
Skills
Equities, Derivatives, Risk Management, Fixed Income, Business Analysis, ITIL, Vendor Management, Banking, Financial Analysis, Bloomberg, Portfolio Management
Education
Houston Community College 1963 — 1964
Wells Fargo July 2015 - Present
Bank of America Merrill Lynch January 1989 - July 2015
Merrill Lynch January 1989 - September 2008
Skills
Asset Managment, Financial Services, Middle Office, Asset Management, Operational Risk, Relationship Management, Back Office, AML, Capital Markets, Equities, Fixed Income, Investment Banking, Portfolio Management
Education
Hofstra University
B.A., History
Bank of America Merrill Lynch September 2014 - Present
Grainger May 2013 - August 2013
Skills
Financial Analysis, Accounting, Analysis, Investments, Leadership, Microsoft Excel, PowerPoint, Team Building, Teamwork, Sales, Competitive Analysis, Finance, Microsoft Office, Microsoft Word, Strategic Planning, Investment Banking, Bonds, Securities, Municipal Bonds, Financial Structuring
Education
Howard University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Howard University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
The Law Office of Joseph J. Conte September 2012 - Present
CMS Partners, LLC September 2012 - Present
BNP Paribas February 2011 - August 2012
Bank of America Merrill Lynch July 2007 - October 2010
Morgan Stanley & Co. September 2004 - April 2007
Goldman Sachs March 1999 - September 2004
Skills
Equities, Trading, Electronic Trading, Financial Services, Options, Commodity, Management, CRM, Training, Proprietary Trading, Negotiation, Legal Writing, Real Estate Transactions, Estate Planning, Securities Regulation, Portfolio Management, Finance
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Juris Doctor
Hofstra University 1999 — 2001
Bachelor of Arts (B.A.), Psychology