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
Cars.com August 2015 - Present
LRAP Association October 2014 - August 2015
Angie's List June 2012 - October 2014
Orr Fellowship June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, Forecasting, Microsoft Word, Analysis, Time Management, Economics, Finance, Valuation, Salesforce.com, Leadership, Financial Modeling, Program Management, Management, Microsoft Office, Web Analytics
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance, GPA: 3.82
Lakeside High School 2004 — 2008
Lincoln International July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Lafayette Central Catholic High School 2006 — 2010
Bank of America Merrill Lynch June 2015 - August 2015
Appleby Capital June 2014 - August 2014
Kelley School of Business May 2013 - April 2014
Reliance Capital May 2013 - July 2013
180 Degrees Consulting August 2012 - May 2013
ArcelorMittal July 2012 - August 2012
Headstrong May 2012 - June 2012
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance, Business Economics
Eastchester High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - August 2015
Thomson Reuters June 2014 - August 2014
Lightbank May 2013 - August 2013
Snapsheet Inc May 2013 - August 2013
Skills
Corporate Finance, Finance, Investment Banking, International Business, Spanish, Teamwork, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Creativity Skills, Research, Start-ups
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and International Business
St. Ignatius College Prep 2008 — 2012
Honors College Prep Diploma
Plodimex USA Inc February 2014 - Present
Merrill Lynch January 2011 - February 2014
Bank of America Merrill Lynch April 2008 - February 2014
Skills
Series 7, Series 66, Series 9/10, Fixed Income, Equities, Investments, Securities, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Financial Services, Valuation, Investment Banking, Financial Markets, Private Equity, Due Diligence, Analysis, Wealth Management, Uniform Combined State..., Microsoft Office, Bloomberg Terminal, Reuters, QuickBooks
Education
Indiana University Bloomington 2004 — 2007
Bachelor of Arts and Science, Business Administration and Management, General
Universidad de Granada
Minor, Spanish
Windsor Advantage September 2014 - Present
Windsor Advantage September 2012 - September 2014
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch June 2010 - August 2010
Linda Goodman & Co. June 2007 - June 2008
Skills
Derivatives, Banking, Loans, Financial Analysis, Accounting, Valuation, Management, Credit, Equities
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance, Accounting & Spanish
Universitat Autònoma de Barcelona 2009 — 2009
Spanish & International Business
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
Northern Shipping Funds May 2013 - August 2013
RKF and Associates May 2012 - August 2012
Skills
Microsoft Office, Financial Modeling, Finance, Accounting, Valuation, Teamwork, Due Diligence, Real Estate, Investment Banking, Analysis
Education
Indiana University - Kelley School of Business 2011 — 2015
Current Student, Finance and Accounting, Junior
PNC Bank April 2014 - November 2014
Bank of America Merrill Lynch February 2011 - June 2013
Bank of America Merrill Lynch May 2008 - February 2011
LaSalle Bank September 2002 - May 2008
ProSelect Northwestern Golf October 2001 - February 2002
Bank One Corporation August 1998 - April 2001
Skills
Credit, Banking, Loans, Commercial Lending, Sales Process, Relationship Management, Executive..., Administrative..., Sales Support Tools, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Executive Calendar..., Credit Analysis, Commercial Banking
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Management/HR
Savills Studley April 2013 - Present
Neumann Family Services September 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - August 2010
The Ability Experience June 2009 - August 2009
TCF Bank October 2008 - May 2009
TCF Bank March 2007 - October 2008
TCF Bank December 2006 - March 2007
TCF Bank May 2004 - December 2006
Skills
Financial Modeling, Investment Banking, Portfolio Management, Commercial Lending, Credit Analysis, Market Analysis, Financial Analysis, Equities, Credit, Real Estate Lending, Commercial Real Estate, M&A analysis, Strategic Thinking, C&I Lending, Valuation Modeling, Strategic Forecasting, Finance
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA
University of Michigan 2000 — 2004
BA
Bank of America Merrill Lynch March 2005 - Present
Skills
Treasury Management, Cash Management, Certified Treasury..., Commercial Banking
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.)
Investment Banking Workshop - Indiana University August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Indiana University Kelley School of Business February 2014 - December 2014
Spirit of St. Louis Speech and Debate Club May 2011 - August 2014
EY July 2014 - July 2014
Deloitte Undergraduate Leadership Conference October 2013 - October 2013
Homeschool Network January 2012 - December 2012
Skills
Public Speaking, Research, Flexible Approach, Flexible Schedule, Coordination, Problem Solving, Coaching, Event Planning, World Travel, Access, Time Management, Critical Thinking, Data Analysis, Microsoft Excel, Leadership, Teamwork, Social Media, PowerPoint
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, Junior
St. Louis Community College 2012 — 2013
4.0
Missouri Baptist University 2012 — 2012
4.0
Maryville University of Saint Louis 2011 — 2011
4.0
Bank of America June 2015 - Present
Bank of America Merrill Lynch July 2013 - May 2015
Bank of America Merrill Lynch June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
LaSalle Futures Group May 2010 - August 2010
ASMARTERHOST.COM March 2004 - August 2007
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Valuation, Financial Reporting, Accounting, Corporate Finance, Asset Management, DCF, Investment Banking, Entrepreneurship, Financial Analysis, Analysis, Strategy, Market Research, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance
Maranon Capital July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - January 2009
Skills
Financial Modeling, Valuation, Investment Banking, Analysis, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, LBO, High Yield, Private Equity, Due Diligence, Investments, Business Valuation, Capital IQ, IPO, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S, Major: Finance; Minors: Economics and Political Science
Investment Banking Institute 2009 — 2009
Finance
Robert W. Baird & Co. July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
OPW, a Dover Company June 2013 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
Bank of America Merrill Lynch April 2014 - Present
Bank of America July 2013 - April 2014
Corporate Strategy Club October 2010 - December 2012
Undergraduate Investment Club September 2010 - December 2012
Bank of America June 2012 - August 2012
Westfield June 2011 - August 2011
Skills
Business Strategy, Customer Service, Communication, Leadership, Interpersonal Skill, Banking, Negotiation, Persuasion, Humor, Finance
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
Indiana University Bloomington 2008 — 2012
BS, Finance, Minor in Economics
Naperville North High School 2004 — 2008
Naperville North High School 2004 — 2008
Bank of America Merrill Lynch June 2015 - August 2015
Shell Global Solutions September 2011 - August 2014
Shell June 2010 - August 2011
Shell Global Solutions July 2008 - May 2010
Skills
Gas Processing, Oil/Gas, Petrochemical, Gas, FEED, Upstream, HAZOP, Refinery, Petroleum, Chemical Engineering, EPC, Commissioning, P&ID, LNG, Factory, Oil & Gas, Project Engineering, HAZOP Study
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Roorkee 2003 — 2008
Bachelors & Masters Degee, Chemical / Hydrocarbon Engineering
Bank of America Merrill Lynch February 2015 - Present
Aerotek June 2014 - January 2015
Robert Half Finance & Accounting June 2013 - April 2014
W.B. Mason December 2010 - January 2013
Sunburst Soccer Tournament June 2010 - July 2011
Collegiate Landscaping May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML Coding, Microsoft Access, Management, Leadership, Operations Management, Business Planning, Sales, Microsoft Office, Time Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Accounting and Operations, GPA: 3.11/4.0
Mercer County Community College 2013 — 2013
GPA: 3.85/4.0
West Windsor Plainsboro High School North 2005 — 2009
Diploma, 3.8/4.0 Cumulative GPA
EY July 2014 - Present
Undergraduate Career Services Office August 2012 - Present
China Merchants Securities Co., Ltd. June 2013 - August 2013
SatMyHeart Co August 2010 - August 2013
Goldman Sachs December 2012 - December 2012
Bank of America Merrill Lynch September 2012 - September 2012
Kappa Eta Phi September 2011 - May 2012
RelayChina Magazine July 2011 - August 2011
Skills
Mandarin, Java, Excel, Microsoft Excel, Economics, Corporate Finance, Investments, Finance, Teamwork, Analysis, Public Speaking, Business Strategy, Team Leadership, Strategic Planning, Leadership, Capital Markets
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Linden Hall 2008 — 2010
Dimensional Fund Advisors June 2015 - Present
Cedar Capital April 2014 - May 2015
Towers Watson June 2012 - April 2014
Bank of America Merrill Lynch November 2010 - June 2012
Education
Indiana University - Kelley School of Business 2006 — 2010
Finance
Greenhill School 1990 — 2006
Bank of America Merrill Lynch June 2015 - August 2015
Emma Kaufmann Camp June 2013 - August 2013
Merrill Lynch Wealth Management May 2013 - August 2013
Hans Tandon May 2013 - June 2013
Luma Restaurant June 2012 - August 2012
Skills
Mathematics, Communication Skills, Statistics, Time Management, PowerPoint, Microsoft Excel, Team Building, Communication, Teamwork
Education
Indiana University Bloomington 2012 — 2017
Master of Business Administration (M.B.A.), 3/2 MBA Program - Financial Analysis
Medasource January 2015 - Present
Medasource June 2014 - January 2015
Indiana University Bloomington August 2010 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Braden Business Systems May 2012 - August 2012
Braden Business Systems May 2011 - August 2011
Skills
Leadership, Teamwork, Customer Service, Business Analysis, Healthcare Information..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Financial Analysis, Social Media, Time Management, Data Analysis, Financial Modeling, Health Information..., Health Information..., Management
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance
CME Group April 2014 - Present
TransTech IT Staffing October 2013 - April 2014
Bank of America Merrill Lynch January 2012 - October 2013
Bank of America Merrill Lynch October 2009 - December 2011
Northern Trust Corporation 2007 - 2009
MF Global August 2007 - June 2008
Skills
Derivatives, Options, Trading, Equities, Banking, Credit Risk, Middle Office, Swaps, Back Office, Interest Rate Swaps, Bloomberg, Commodity, Settlement, Account Reconciliation, Treasury Management, CDS, Credit Derivatives, Process Improvement, Interest Rate..., Alternative Investments, Training, Investments, SQL, Unix, UC4, Putty, Quality Assurance, User Acceptance Testing
Education
Indiana University Bloomington 2000 — 2005
BS, Economics
KPMG July 2014 - Present
Discover Financial Services May 2013 - September 2013
Bank of America Merrill Lynch May 2011 - August 2011
Eclipse Design Technologies January 2010 - May 2011
Skills
New Business Development, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Sales, Data Analysis, Outlook, Social Media, Marketing, Access, Banking, Management, Financial Analysis, Business Process..., Business Process, Business Intelligence, Business Analysis
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor, Supply Chain Management and Technology Management
SunTrust Robinson Humphrey August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
J.P. Morgan November 2012 - November 2012
Eli Lilly and Company May 2012 - July 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch November 2011 - June 2013
Bank of America Merrill Lynch July 2009 - November 2011
Skills
Financial Modeling, Options, Microsoft Excel, Forecasting, Financial Analysis, Finance, Corporate Finance, Leadership, Financial Services, Process Improvement, Microsoft Office, Derivatives, Business Analytics, Dodd-Frank, Investment Banking, Statistical Data..., Credit Risk, Liquidity Risk, Interest Rate Swaps, SEC Financial Reporting, Accounting, Management, Risk Management, Project Management, Data Analysis, PowerPoint
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2014 — 2015
Master’s Degree, Business Analytics
Indiana University - Kelley School of Business 2005 — 2009
Bachelor’s Degree, Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Kiwanis International March 2011 - August 2011
Homeworks Property Services, Inc. 2008 - 2011
Zionsville Youth Soccer Association 2006 - 2010
Skills
Life Insurance, Disability Insurance, Retirement Planning, Microsoft Office, Customer Service, Event Planning, Financial Analysis, Insurance, Investments, Finance, Wealth Management, Portfolio Management, Strategic Financial..., Risk Management
Education
Indiana University Bloomington 2011 — 2015
Finance, General
Foodraisers May 2015 - Present
Peloton Wealth Strategists June 2015 - Present
Nielsen Company June 2014 - August 2014
ANFORA September 2013 - May 2014
Bank of America Merrill Lynch August 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Kelley School of Business January 2012 - August 2012
Skills
Microsoft Office, Research, Team Leadership, Writing, Investments, Data Analysis, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, 4.00
Bank of America Merrill Lynch May 2015 - August 2015
Silver Lake Country Club May 2014 - August 2014
Eby-Brown Company, LLC June 2013 - August 2013
Skills
Team Leadership, Public Speaking, Organization, Strategic Planning, Microsoft Word, Spanish, Data Entry, Microsoft Excel, Customer Service, Leadership
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Business Administration (BBA), Marketing and Operations, Junior
Carl Sandburg High School
Indiana University Kelley School of Business August 2015 - Present
Kelley School of Business August 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
The Korea Herald May 2014 - June 2014
La Prairie Group May 2013 - June 2013
Kelley Peer Tutor - X201 January 2013 - May 2013
Onnuri Church Korean School August 2010 - December 2010
Skills
Sports, Teaching, Social Skills, Multilingual, Managing Events, Microsoft Excel, Microsoft Office, Management
Education
Indiana University Bloomington 2012 — 2016
Accounting
Arnold O' Beckman Highschool 2010 — 2012
Platinum Equity August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch April 2011 - August 2011
Career Education Corporation May 2010 - August 2010
Cerner Corporation May 2009 - July 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
Shawnee Mission East 2004 — 2008
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. July 2012 - July 2014
KeyBanc Capital Markets July 2011 - July 2012
Ocean Tomo June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business Administration
Zionsville Community High School 2002 — 2006
Academic Honors Diploma
Università Cattolica del Sacro Cuore
Edelman September 2015 - Present
Freelance March 2015 - Present
Edelman Digital August 2014 - March 2015
Edelman Digital April 2012 - August 2014
Edelman Digital November 2011 - May 2012
Building Tomorrow, Inc. April 2010 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Indiana Daily Student January 2010 - April 2010
Skills
Copywriting, Corporate Communications, Strategic Communications, Public Relations, Social Media, Social Networking, Blogging, Content Strategy, Content Management, Web Content Management, Editing, Community Management, Google Analytics, SEO, Social Media Measurement, Digital Storytelling, AP Style, Storytelling, Editorial, Digital Marketing
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, English - Public and Professional Writing
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
ACT June 2012 - August 2012
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (B.S.), Major: Finance I Minor: Psychology
University of Illinois at Urbana-Champaign 2010 — 2011
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Northwestern Mutual Financial Network March 2012 - December 2012
Vector Marketing June 2011 - September 2011
Palatine Park District 2006 - 2009
Skills
Customer Service, Financial Analysis, Sales, Cold Calling, Direct Sales, Marketing, Microsoft Excel, Investments, Insurance, Budgets, Retirement Planning, Microsoft Office, Leadership, PowerPoint, Coaching, Teamwork, Microsoft Word, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Economics, Graduated Class of 2014
Bank of America Merrill Lynch January 2014 - Present
Gold & Silver Speculator Inc. April 2013 - December 2013
Daniels Trading August 2007 - April 2013
Brewer Futures Group August 2005 - August 2007
Spike Trading April 2005 - August 2005
Infinity Brokerage Services August 2004 - April 2005
Skills
Gold, Silver, Precious Metals, Investments, Trading, Platinum, Commodity, Trading Strategies, Equities, Technical Analysis, Relationship Management, Business Development, Client Development, Client Education, Sales Presentations, Sales Promotion, Public Speaking, Customer Service, Commodity Risk..., Futures Trading, Foreign Currency, Commodities, Mining, Bullion, Hedging, Risk Management, Portfolio Management, Finance, Financial Modeling, Financial Markets, Alternative Investments
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Arts (B.A.), History
Culver Military Academy 1989 — 1992
Fifth Third Bank June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Ehrenberg & Egan LLC December 2011 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Edward Don & Company August 2009 - December 2010
Skills
Accounting, Microsoft Excel, Investments, Financial Analysis, PowerPoint, Finance, Auditing, Financial Modeling, CRM
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance
Lyons Township High School 2005 — 2009
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2013 - Present
Warner Chilcott December 2012 - January 2014
JP Morgan April 2011 - January 2013
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Pharmaceutical Sales, Sales, Sales Management, CRM, Commercial Banking, Relationship Management, Management, Banking, Marketing, Finance
Education
Indiana University Bloomington 2004 — 2008
Glenview Capital October 2013 - Present
Bank of America Merrill Lynch July 2012 - October 2013
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance
The Guardian Life Insurance Company of America April 2014 - Present
City Square Group July 2013 - April 2014
INTL FCStone Inc. December 2012 - July 2013
BGC Partners June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
West Windsor Plainsboro High School North 2004 — 2008
Rhône Group July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Investment Banking, Valuation, Equities
Education
Indiana University - Kelley School of Business
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2013 - August 2015
Bank of America Merrill Lynch August 2012 - July 2013
SunPower Corporation June 2011 - August 2011
Telefonica October 2010 - December 2010
Skills
Valuation, Due Diligence, Accounting, Corporate Finance, Project Finance, Banking, Strategy, Finance, Credit Analysis, Cash Management, Capital Markets, Credit, Bloomberg, Risk Management, Commercial Banking
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Finance and Economic Consulting
Universidad de Sevilla 2010 — 2010
Finance
Federal Reserve Bank of New York September 2014 - Present
Hertz August 2012 - September 2014
Macquarie Capital April 2011 - December 2012
Bank of America Merrill Lynch August 2009 - 2010
The Duschossois Group March 2009 - June 2009
Banc of America Securities June 2008 - August 2008
Microsoft June 2002 - August 2007
Convergys Corporation June 2001 - June 2003
Skills
Industrials, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Corporate Development, Client Interfacing, M&A experience, Strategic Planning, Management, Mentoring, High Yield Bonds, IPO, New Business Development, Product Management, Business Development, Finance, Analysis, Program Management, Market Research, Leadership, Integration, Equities, Strategy, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Financial Structuring, LBO, Emerging Markets, Acquisition Integration, Divestitures
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
University of Cincinnati 1998 — 2001
Masters of Engineering, Computer Engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Metallurgical Engineering
KeyBank October 2014 - Present
JPMorgan Chase June 2012 - October 2014
Bank of America Merrill Lynch December 2010 - June 2012
JP Morgan Chase June 2004 - February 2011
US Business Systems Inc August 1993 - June 2004
Elkhart General Hospital August 1991 - August 1996
Skills
Commercial Banking, Treasury Management, Commercial Lending, Banking, Customer Relations, Sales Management, Consultative Selling, Account Management, Loans, Customer Service, Finance, Credit, Small Business Lending, Credit Analysis, CRM, Management, Relationship Management, Consumer Lending, Lines Of Credit, Portfolio Management
Education
Indiana Business College 1993 — 2000
Business
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Kelley Student Government August 2012 - May 2013
Skills
Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Financial Analysis, Financial Accounting, Financial Calculations, Financial Reporting, PowerPoint, Financial Modeling, Access
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance and Accounting
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sterling Partners April 2014 - May 2014
Deloitte June 2013 - August 2013
Australian Accounting Standards Board June 2012 - July 2012
Jamos Capital, LLC May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Microsoft Excel, Investment Banking
Education
Indiana University Bloomington 2013 — 2015
3/2 Master of Business Administration, Accounting and Finance
Indiana University Bloomington 2010 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch 2008 - Present
LaSalle Bank 2001 - 2008
Michigan National Bank 1994 - 2001
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Small Business Lending, Banking, Loans, Credit, Strategic Planning, Portfolio Management, Risk Management, Commercial Banking, Credit Risk, Finance, Leadership
Education
Stonier Graduate School of Banking 1990 — 1993
Honors Graduate, Finance
Indiana University Bloomington 1977 — 1979
MBA, Finance
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
Bank of America Merrill Lynch April 2011 - Present
PNC Bank January 2009 - March 2011
National City Bank July 2004 - December 2008
The Provident Bank December 2001 - April 2004
Bank of America (f/k/a NationsBank) March 1992 - October 2001
Banc of America Securities LLC 1997 - 2001
NationsBank 1992 - 2001
Bank of America 1992 - 2001
Fifth Third Bank February 1987 - December 1989
Skills
Commercial Banking, Loans, Capital Markets, Financial Analysis, Management, Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Syndications, Middle Market, Treasury, Finance, Risk Management
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Finance
Northern Kentucky University 1982 — 1986
BA, Economics
Bank of America December 2013 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch February 2009 - May 2012
LaSalle Bank/Bank of America Merrill Lynch February 2008 - February 2009
Jones Lang LaSalle December 2007 - February 2008
Lee Enterprises November 2006 - November 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Commercial Lending, Capital Structure..., Risk Management, Risk-Reward Assessment, Industry Research, Analytical, Strong Communication,..., Microsoft Excel, Bloomberg, Corporate Finance, Analytical Skills, Credit, Portfolio Management
Education
Indiana University - Kelley School of Business 2001 — 2006
Bachelor of Science, Finance Finance-Real Estate
Bank of America Merrill Lynch November 2013 - Present
Rehabilitation Institute of Chicago December 2011 - Present
Bank of America Merrill Lynch October 2007 - November 2013
Rehabilitation Institute of Chicago September 2010 - September 2011
ABN AMRO October 1999 - October 2007
Union League Club of Chicago June 2004 - June 2007
LaSalle Bank June 1996 - October 1999
Skills
Treasury Management, Cash Management, Commercial Banking, Banking, Financial Analysis, Leadership, Risk Management, Financial Services, Portfolio Management, Financial Modeling, Relationship Management, Corporate Finance, Management, Finance, Executive Management, CashPro, Internet Banking, Investments, Payments, Asset Management, Credit Analysis, Financial Reporting, Sarbanes-Oxley Act, Loans, Financial Risk, Wealth Management, Capital Markets, Private Equity, Strategic Financial..., Due Diligence, Treasury, Financial Markets, Strategy
Education
University of Notre Dame 1992 — 1996
Bachelor Degree, Finance
Fenwick 1988 — 1992
Hauser 1986 — 1988
Indiana University Bloomington
Bank of America Merrill Lynch July 2006 - Present
Merrill Lynch November 2002 - July 2006
Merrill Lynch July 2001 - November 2002
Skills
Fixed Income, Series 7, Equities, Wealth Management, Securities Lending, Trading Systems, CDS, Electronic Trading, Prime Brokerage, Middle Office, Fixed Income Trading, Corporate Actions, Series 63, Equity Trading, Fixed Income Products, Credit, Bonds, Settlements, Trading, Securities, MS Word, Excel, Siebel, iGate, Bridge, Margin Bookkeeping, Stock Options, Restricted Stock, MS Powerpoint, Stocks, Margin, FINRA, ETFs, Mutual Funds
Education
Indiana State University 1975 — 1979
BS, Home Ec/Business
Bank of America Merrill Lynch December 2011 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Rose International January 2010 - December 2011
Wabash National December 2007 - May 2009
Catalyst Consulting Group, Inc. 2007 - 2008
Salin Bank & Trust 2000 - 2007
Skills
Business Intelligence, Project Portfolio..., Strategic Planning, Project Estimation, Leadership, Project Planning, IT Strategy, Management, Program Management, Team Building, Project Management, Budgets, Process Improvement, IT Management, IT Operations, Disaster Recovery, ERP, Information Technology, Professional Services, Infrastructure, Strategy, Change Management, Vendor Management, Cross Functional Team..., SDLC, Mergers & Acquisitions, IT Service Management, SAP ERP, CRM, Salesforce.com, Business Process..., Applications..., Contract Negotiation, IT Outsourcing, Global IT Operations, Enterprise Risk..., Risk Management, Business Continuity, Solution Architecture, Start-ups, E-commerce, PMO, Business Process
Education
Marian College 2007 — 2009
Bachelor of Business Administration
Indiana State University 1998 — 2000
Barclays July 2015 - Present
Bank of America Merrill Lynch February 1999 - July 2015
Morgan Stanley May 1981 - February 1999
Skills
Investment Banking, Healthcare, Equity Research, Equities, Mergers, Due Diligence, Financial Analysis, Valuation, Private Equity, Debt, Corporate Finance, Strategic Planning, Financial Modeling, Business Strategy, Investments, Securities, IPO, Mergers & Acquisitions, Hedge Funds, Capital Markets, Alternative Investments, Series 7
Education
Indiana University - Kelley School of Business 1979 — 1981
MBA, Finance
The College of William and Mary - The Mason School of Business 1975 — 1979
BBA, Finance
Bank of America Merrill Lynch July 2015 - Present
Birge & Held Asset Management May 2014 - August 2014
Therametric Technologies, Inc. November 2009 - January 2014
Camp Horseshoe June 2012 - August 2012
Stratosphere Quality June 2010 - August 2010
Skills
Finance, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Marketing
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Leveraged Finance, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Capital Markets, Investments
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance & Accounting
Goldman Sachs July 2010 - Present
Kelley School of Business September 2008 - July 2010
BroadPeak Collaborative September 2009 - January 2010
Bank of America Merrill Lynch June 2009 - August 2009
Verizon Wireless August 2006 - August 2008
Whale Music/Panoramic Blue October 2000 - August 2008
Target June 2000 - September 2000
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Corporate Finance, Investments, Business Strategy, Strategic Planning, Due Diligence, Competitive Analysis, Finance, Data Analysis, Bloomberg, Forecasting, Equities
Education
Indiana University - Kelley School of Business 2008 — 2010
M.B.A., Triple Major: Finance, Accounting and Management
Saint John's University 1997 — 2001
B.A., Business and Asian Studies
FTI Consulting September 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
ACS Vienna Acquisition Services September 2010 - December 2010
IU Residential Programs and Services September 2009 - May 2010
Skills
Data Analysis, Financial Analysis, Relational Databases, Claims Resolution, Claims Investigations, Forensic Analysis, Litigation Support, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, VBA, Microsoft SQL Server
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance, Economic Consulting
IES Vienna 2010 — 2010
Business
Bank of America Merrill Lynch March 2014 - Present
BAC/ML September 1994 - January 2013
BAC/ML September 1994 - June 2010
BAC-Merrill Lynch September 1993 - September 1994
Lehman Brothers September 1988 - September 1994
Skills
Investments, Wealth Management, Retirement Planning, SAS, Retirement, Mutual Funds, Financial Markets, Securities, Equities, Asset Management, Credit, Mortgage Lending, Series 7, Financial Services, Insurance, Investment Management, Finance, Series 63, Financial Advisory, Asset Allocation, Investment Advisory, Strategic Financial..., Employee Benefits, Investment Strategies, Fixed Income, Alternative Investments, 401k, FINRA, Relationship Management, Bonds, Loans, Wealth Management..., Risk Management, Hedge Funds, Estate Planning
Education
Indiana University - Kelley School of Business 1982 — 1985
Management & Organizations
Indiana University Bloomington 1982 — 1985
BS, Management & Organizations
University of Kansas 1981 — 1982
Engineering
New Trier West High School 1977 — 1981
Bank of America Merrill Lynch 2012 - Present
Bank of America Merrill Lynch October 2010 - October 2012
Bank of America May 2007 - September 2010
JPMChase 2001 - 2007
Bank One 2001 - 2003
tenneco automotive 1995 - 2001
tenneco 1995 - 2001
Helene Curtis 1991 - 1994
Kraft Foods 1988 - 1991
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MM, Marketing, Strategy
Indiana University Bloomington
Bank of America Merrill Lynch December 2011 - Present
Bank of America Merrill Lynch July 2005 - December 2011
ICICI Bank July 2000 - July 2005
SIDBI June 1998 - July 2000
Skills
Capital Markets, Equities, Investment Banking, Mergers, Asset Managment, Finance, Valuation, Project Finance, Financial Modeling, Corporate Finance, Financial Services, Financial Structuring, Credit Analysis, Financial Analysis, Banking, M, Financial Markets, Loans, Relationship Management, Bonds, Analysis, Asset Management, Bloomberg, CRM, Credit Risk, Derivatives, Due Diligence, Emerging Markets, Equity Research, Financial Advisory, Financial Risk, Fixed Income, Hedge Funds, Investments, Leadership, Mergers & Acquisitions, Private Equity, Securities, Securitization, Structured Finance
Education
Indiana University - Kelley School of Business 2003 — 2005
MBA
TAPMI, Manipal, India 1996 — 1998
MBA
Orissa University of Agriculture and Technology 1991 — 1995
Bachelor of Technology
Army Public School, New Delhi 1985 — 1990
Bank of America Merrill Lynch June 2010 - August 2011
Indiana University Bloomington August 2007 - May 2010
Nestle May 2009 - August 2009
Casamona International January 2009 - April 2009
U.S. Department of State June 2008 - August 2008
Duke Realty Corporation May 2007 - January 2008
Skills
Public Speaking, Negotiation, Finance, Microsoft Excel, Nonprofits, Microsoft Office, Financial Analysis, Access, Budgets, Event Planning, Process Improvement, Mentoring, Leadership, Research, PowerPoint, Customer Service, Teaching, Microsoft Word, Spanish, Team Building
Education
University of St. Mary of the Lake / Mundelein Seminary 2011 — 2017
Philosophy, Theology
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance - Real Estate; Spanish
Universitat Pompeu Fabra 2009 — 2009
B.S., Spanish, Finance, Economics
Bank of America Merrill Lynch August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Morgan Stanley November 2011 - November 2011
Bank of America Merrill Lynch October 2011 - October 2011
Coty June 2011 - August 2011
UBS May 2010 - August 2010
Meecorp Capital Markets May 2010 - August 2010
Education
Indiana University - Kelley School of Business
BS, Finance
John P. Stevens High School
Merrill Edge June 2015 - Present
Bank of America Merrill Lynch January 2001 - Present
Merrill Edge March 2013 - June 2015
Merrill Edge August 2011 - March 2013
Merrill Lynch January 2001 - August 2011
AppleOne 1999 - 2000
Oscar Mayer/Kraft Foods 1997 - 1998
Erwin Penland 1995 - 1995
Skills
Retirement Planning, Investments, Finance, Strategic Financial..., Wealth Management, Series 7, Estate Planning, Small Business
Education
Indiana University Bloomington 1993 — 1997
BA, Journalism
Riverside High School
Novartis Vaccines and Diagnostics May 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2013
Global Hunter Securities November 2007 - September 2009
Skills
Valuation, Financial Modeling, Investment Banking, Equity Valuation, Private Equity, DCF, Capital IQ, Business Valuation, Corporate Finance, Venture Capital, LBO, Capital Markets, Equity Research, Corporate Development, Bloomberg, Due Diligence, Private Placements, Emerging Markets, Equities, Mergers, Mergers & Acquisitions, Strategy, M&A experience, Finance, Options, Executive Management, Leveraged Finance, Hedge Funds, Investments, Alternative Investments, Fixed Income, Financial Analysis, Analysis, Derivatives, Asset Management
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
University of California, Berkeley 1999 — 2003
B.A., Physics, Classical Civilizations
Price Waterhouse Coopers August 2011 - Present
Indiana University 2007 - 2011
Bank of America Merrill Lynch May 2010 - August 2010
Azimuth Capital Management May 2009 - August 2009
The Dow Chemical Company May 2008 - August 2008
Skills
Excel, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Finance, Customer Service, Auditing, Marketing, Financial Reporting, Microsoft Word, Financial Modeling, IFRS, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's degree, Finance and Accounting
Bank of America Merrill Lynch September 2014 - Present
Flextrade October 2012 - September 2014
Nomura May 2010 - September 2012
SRIR Technologies Inc. September 2004 - March 2009
Skills
Quantitative Finance, Derivatives, Financial Modeling, Valuation, Risk Management, Financial Structuring, Machine Learning, Investment Banking, Capital Markets, Fixed Income, Equities, Trading Systems, Corporate Finance, Equity Research, Private Equity, Bloomberg, Structured Products, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2013
MS, Mathematics with option in Mathematical Finance
Indian School of Business 2009 — 2010
MBA, Finance
Global Association of Risk Professionals 2009 — 2009
Risk Management
CFA Institute 2007 — 2008
Finance
The University of Texas at Arlington 1999 — 2004
BS, Computer Science & Engineering
Bank of America Merrill Lynch January 2010 - Present
Citi April 1996 - August 2009
Citi March 1995 - April 1996
Citi January 1994 - March 1995
Citi June 1992 - December 1993
NCNB National Bank of North Carolina June 1987 - June 1990
Skills
Corporate Finance, Investment Banking, Capital Markets, Risk Management, Derivatives, Structured Finance, Strategy, Credit, Fixed Income, Financial Analysis, Capital Structure, Cash Management, Emerging Markets, Treasury Management, Recruiting, Leveraged Finance, Equities, Credit Analysis, Banking, Financial Services, Private Equity, Business Development, Portfolio Management, Financial Structuring, Valuation
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance, International Business
Indiana University - Kelley School of Business 1983 — 1987
BS, Finance, Economics
Royal Bank of Scotland June 2013 - Present
Independent Management Consultant February 2011 - June 2013
BANK of AMERICA MERRILL LYNCH January 2009 - January 2011
MERRILL LYNCH October 2005 - January 2011
BNP PARIBAS October 2003 - October 2005
DEUTSCHE BANK 2002 - 2003
WestLB (Currently Portigon Financial Services) 1999 - 2001
ABN AMRO BANK N.V. October 1995 - September 1999
ABN AMRO Bank N.V. February 1994 - October 1995
CITIBANK N.A., affiliate Saudi American Bank 1991 - 1994
Skills
Internal Controls, Operational Risk..., Process Improvement, Enterprise Risk..., Risk Management, Risk Assessment, Project Management, Portfolio Management, Strategy, Trade Finance, Project Finance, Issue Management, Due Diligence, Fixed Income, Investment Banking, Banking, Financial Risk, Credit Risk, Capital Markets
Education
New York University 2004 — 2006
Post-Graduate Diploma, Quantitative Analysis, 3.97/4.0
Indiana University - Kelley School of Business
Bachelors of Arts, Economics and Finance
UNC Kenan-Flagler July 2015 - Present
Deloitte Consulting July 2013 - June 2015
Deloitte Consulting August 2011 - July 2013
Bank of America--Merrill Lynch May 2010 - July 2010
Skills
Strategy, Financial Analysis, Finance, Financial Modeling, Management Consulting, Investments, Microsoft Excel, Business Process..., Business Analysis, Microsoft Office, Analysis, Auditing, Data Analysis, Budgets, Project Management, Portfolio Management, Valuation, Financial Accounting, Financial Reporting, Fundraising, Corporate Finance, Accounting, Bloomberg, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting and Finance
St. Viator High School 2004 — 2007
Q Advisors September 2013 - Present
Indiana University May 2011 - May 2013
Bank of America Merrill Lynch May 2012 - August 2012
Sigma Chi Fraternity September 2011 - May 2012
Skills
Leadership, Finance, Public Speaking, Data Analysis, Microsoft Excel, Economics, Investment Banking, Financial Analysis, Investments, Mergers & Acquisitions, Financial Modeling, Valuation, Recruiting, Capital IQ, Teamwork, Research
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts, Economics
Covington Catholic High School 2005 — 2009
Gridiron Capital LLC July 2015 - Present
Pritzker Group April 2014 - August 2014
Sterling Partners August 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
-, --, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, LBO, Due Diligence, Financial Analysis, Investments, Venture Capital, DCF, Business Valuation, Alternative Investments, Finance, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Bank of America Merrill Lynch June 2014 - August 2014
The Shelby Group May 2011 - August 2013
Navigant March 2013 - March 2013
SkilGroup May 2009 - August 2010
Skills
Accounting, Economics, Financial Modeling, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Finance, Economic Consulting
Deloitte July 2015 - Present
Indiana University Dance Marathon December 2013 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Indiana University Dance Marathon January 2013 - November 2013
Indiana University Student Alumni Association January 2013 - May 2013
Indiana University Student Alumni Association January 2012 - December 2012
Clark's Elite Hurdle Camps June 2010 - September 2012
Buffalouie's Wings August 2011 - February 2012
Neurosurgical Clinic of Bloomington September 2010 - May 2011
Skills
Leadership, Teamwork, Microsoft Excel, Time Management, Management, Philanthropy, Microsoft Word, Public Speaking, Lifeguarding, Critical Thinking, PowerPoint, Cpr Certified, AED, Team Leadership, Event Planning, Superior Work Ethic, Social Media, Social Networking, First Aid, Microsoft Office, Prezi, Oral & Written..., Fundraising, Event Management, Communication, Research, Data Analysis
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Entrepreneurship & Corporate Innovation, Technology Management, 3.67
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS) in Business, Kelley School of Business, Entrepreneurship & Corporate Innovation, Technology Management, 3.67
The London School of Economics and Political Science (LSE) 2013 — 2013
Littlejohn & Co 2015 - Present
Bank of America Merrill Lynch 2014 - 2015
Bank of America Merrill Lynch 2011 - 2014
Skills
Valuation, DCF, Financial Modeling, LBO, Investment Banking, Strategy, Mergers & Acquisitions, Corporate Finance, Due Diligence, Private Equity
Education
Indiana University - Kelley School of Business
BS, Finance
Indiana University January 2015 - Present
Carmel Clay Parks and Recreation March 2014 - Present
Self Employed October 2013 - Present
Harbour Wealth Partners, Inc. May 2015 - August 2015
CHORUS, Inc. December 2012 - September 2013
Bank of America Merrill Lynch June 2013 - August 2013
Cooprider Golf and Recreation, Inc. May 2013 - August 2013
Garrett Wietholter Insurance, Inc. June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance, Economics, Int. Studies, GPA: 3.38, Honors GPA: 3.43
Indiana University-Purdue University at Indianapolis 2012 — 2016
Homeschool
GPA: 3.88
Bank of America Merrill Lynch October 2011 - Present
Vanguard Brokerage Services (AZ) January 2008 - December 2010
Skills
Mutual Funds, Wealth Management, Investments, Trading, Series 7, Financial Analysis, Securities, Microsoft Office, Financial Planning, Equities, Portfolio Management, Financial Markets, Fixed Income, Strategic Financial..., Financial Advisory, Financial Services
Education
The American College 2015 — 2016
CFP candidate for certification, Financial Planning and Services
Villanova University School of Law 1999 — 2002
JD, Law
Indiana University Bloomington 1994 — 1997
BS, AGS, Public Affairs
Tribune Publishing April 2013 - February 2015
ThoughtMatrix / Rauxa Digital May 2012 - April 2013
Bank of America Merrill Lynch / Global Wholesale Banking Technology & Operations January 2012 - May 2012
Siteworx October 2011 - January 2012
Bank of America Merrill Lynch May 2010 - October 2011
JP Morgan Chase June 2009 - April 2010
SDL Tridion November 2007 - January 2009
TransUnion January 2000 - June 2007
JP Morgan Chase 1997 - 2000
Skills
Digital Strategy, Information Architecture, Mobile Web Design, Web Application Design, Competitive Analysis, Transactional Analysis, Persona Creation, Prototyping, Usability Testing, Iterative Design, Responsive Design, Style Sheets, User Scenarios, Mood Boards, Axure, Photoshop, Keynote, PowerPoint, Morae, User-centered Design, User Experience, Usability, Agile Methodologies, CSS, HTML, Dreamweaver, User Interface Design, XHTML, Front-end, HTML 5, OmniGraffle, SEO, Visio, Web Content Management, Wireframes, User Experience Design, Axure RP, User Interface, CMS
Education
Indiana University Bloomington
Library Science
University of Southern Indiana
Bchaelor of Science, Marketing, Education
Bank of America May 2014 - Present
Bank of America July 2012 - May 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Treasury Management, Financial Analysis, Treasury, Treasury Services, Banking, Commercial Banking, Cash Management, Leadership
Education
Indiana University Bloomington 2008 — 2014
Bachelor of Applied Science (BASc), Finance, General
London School of Economics and Political Science 2010 — 2010
Economics
Bank of America Merrill Lynch June 2012 - Present
Gino's East of Rolling Meadows February 2006 - June 2012
Hays Companies May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance, Spanish
Informatica Data as a Service April 2015 - Present
Informatica Data as a Service (Daas) December 2014 - Present
Bank of America Merrill Lynch November 2012 - November 2014
Horizon Cash Management August 2011 - August 2012
Goldman Sachs January 2011 - June 2011
Citadel Investment Group (Omnium) 2010 - 2011
Bank of America Merrill Lynch 2007 - 2010
Protiviti 2005 - 2007
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Trading, Credit Derivatives, Risk Management, Bonds, Interest Rate..., Structured Products, Fixed Income Analysis, Sales, Alternative Investments, Risk Analysis, Business Development, Structured Finance, MBS, CDS, ABS, CDO, Interest Rate Swaps, Asset Allocation, Investment Management
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science in Business, Finance, General
McLagan March 2013 - Present
Bank of America, Merrill Lynch July 2011 - April 2012
Bank of America, Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Compensation Strategies, Compensation..., Human Resources, Salary Structures, Compensation Studies, Compensation Planning, Finance, Microsoft Office, Microsoft Excel, Investments, Data Analysis
Education
Indiana University - Kelley School of Business 2008 — 2011
BS, Finance
Guggenheim Partners August 2015 - Present
Performance Trust Asset Management June 2014 - May 2015
Ernst & Young January 2013 - June 2014
Bank of America Merrill Lynch May 2011 - August 2011
Hurlow Wealth Management Group Inc August 2010 - January 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Finance, Portfolio Management, Analysis, Microsoft Excel, Asset Management, Management, Hedge Funds, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
St. Xavier High School 2004 — 2008
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Indiana Daily Student May 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
College Works Painting February 2009 - October 2009
EAGLETON FOR SENATE May 2008 - August 2008
Skills
Team Leadership, Financial Analysis, Financial Modeling, Sales, Advertising, Finance, Microsoft Excel, PowerPoint, Spanish, Access, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Analysis, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2009 — 2011
Bachelor of Science, Finance, Entrepreneurship
Washington University in St. Louis 2007 — 2009
SLUH
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch June 2011 - May 2013
Commonwealth Bank of Australia June 2010 - August 2010
Skills
Credit Risk, Underwriting, Banking, Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Microsoft Office, Credit Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance
Danish Institute for Study Abroad 2010 — 2010
International Business & Economics
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch January 2011 - Present
GE Capital March 2007 - December 2010
GE Healthcare Financial Services July 2005 - March 2007
General Electric June 2003 - July 2005
US Army May 1996 - July 2001
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Penn State University 1991 — 1996
Bachelor of Science (B.S.)
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley August 2010 - October 2014
Nomura Securities July 2008 - August 2010
UBS August 2007 - July 2008
Putnam Investments 2005 - August 2007
State Street Bank 2000 - 2005
Parametric Technology Corp 1997 - 2000
Skills
Trading, Portfolio Management, Fixed Income, Risk Management, Pricing, Investments, Analysis, Equities, Investment Banking, Mergers, Research, Valuation, Hedge Funds, Risk, Asset Management, Derivatives, Private Equity, Securities, Capital, Financial Modeling, Excel, Capital Markets, Databases, Options, FX, Financial Analysis, Debt, Java, C++, C, CFA, J2EE, Quantitative, TCP/IP, Unix, Java Enterprise Edition
Education
Indian Institute of Technology, Madras 1995 — 1997
Master of Tech, Computer Science Engg
Indian Institute of Technology, Madras
Bachelor of Tech, Electronics And Comm Engg
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2010 - February 2015
Bank of America December 2006 - January 2010
U.S. Commercial Service September 2007 - March 2008
Skills
Pricing Negotiation, Client Relationship..., Building Relationships, Financial Analysis, Operations Management, Corporate Finance, Microsoft Office, Banking, Problem Solving, Relationship Management, Financial Services, Team Leadership, Cash Management, Finance, Credit, Commercial Banking, Financial Modeling, Risk Management, Credit Analysis, Treasury, Investments, Credit Risk, Treasury Management, Credit Cards, Payments, Portfolio Management, Pricing Strategy, CRM, Sales
Education
Indiana University - Kelley School of Business 2008 — 2010
M.S.
University of California, Davis 2004 — 2008
BA
Bank of America Merrill Lynch September 1997 - Present
HCL Technologies November 1994 - August 1996
Ramco Systems April 1993 - October 1994
Skills
Web Technologies, Software Development, .NET, Vendor Management, Integration, Troubleshooting, IT Strategy, SDLC, Enterprise Architecture, ITIL, Solution Architecture, Agile Methodologies, IT Management, Operating Systems, Unix, SharePoint, Requirements Analysis, Disaster Recovery, Project Management, Software Project..., Business Analysis, Visio, OOP, Access, Oracle, Requirements Gathering, PMO
Education
Indian Institute of Technology, Roorkee 1987 — 1991
Bank of America Merrill Lynch September 2014 - Present
Sanborn Kilcollin Partners June 2013 - August 2013
Nomura / Lehman Brothers July 2008 - June 2012
Skills
Investment Banking, Structured Finance, Valuation, Capital Markets, Investments, Financial Modeling, Mergers & Acquisitions, Financial Structuring, Equities, Value Investing, Hedge Funds, Finance, Emerging Markets, Equity Research, Equity Capital Markets, Equity Derivatives
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance, Economics, Accounting
Indian Institute of Technology, Madras 2004 — 2008
Bachelor of Technology (B.Tech.), Mechanical Engineering
EClean Spectron Environment Private Limited March 2012 - Present
Bank of America Merrill Lynch March 2010 - May 2012
Camp Dresser nd McKee June 2008 - August 2011
EClean Engineeering and Consulting October 2003 - June 2008
The Mehlburger Firm March 1994 - October 2002
Dames and Moore March 1993 - March 1994
Steel Authority of India Limited June 1989 - August 1991
Skills
Wastewater Treatment, Water, Waste Management, Sustainability, Environmental Consulting, Water Treatment
Education
University of Arkansas 1989 — 1991
Master of Science, Environmental Engineering
Indian Institute of Technology, Kharagpur 1985 — 1989
B-Tech, Energy Engineering
MUFG in the Americas January 2012 - Present
Bank of America Merrill Lynch 2000 - December 2011
Sears, Roebuck and Co. 1993 - 1998
ernst & Young 1992 - 1993
Ernst & Young 1989 - 1993
Skills
Corporate Finance, Bank Relationship..., Capital Markets
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance / International Business
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Accounting
St. Alexander
Calypso Technology May 2012 - Present
Bank of America Merrill Lynch April 2011 - May 2012
RBS Sempra Commodities January 2008 - April 2011
Bank of America November 2006 - December 2007
Education
Indiana University Bloomington
PhD, Theoretical Physics
Moelis & Company April 2009 - Present
Bank of America Merrill Lynch May 2005 - April 2009
UBS Investment Bank May 2001 - May 2005
Donaldson, Lufkin & Jenrette July 2000 - May 2001
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Indiana University - Kelley School of Business 1996 — 2000
Bank of America Merrill Lynch March 2011 - Present
Pershing LLC January 2008 - March 2011
iNautix Technologies India Pvt.Ltd (An Affiliate of Pershing LLC) 2001 - 2008
Polaris Software Lab February 2000 - May 2001
Education
Kendriya Vidyalaya 1988 — 1994
SSC, Physics, Biology
Indian Institute of Technology, Madras
M.Tech, Information Technology
University of Pune
B.E., Electronics
Standish Management, LLC January 2015 - Present
Northern Trust Hedge Fund Services May 2011 - January 2015
Bank of America Merrill Lynch June 2007 - April 2011
UBS Fund Services (Cayman) Ltd. October 2003 - June 2007
Deloitte. Cayman Islands January 2002 - October 2003
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Private Equity, Venture Capital, Fund Administration, Derivatives, Fund Of Funds, Financial Analysis, Investments, Financial Modeling, Valuation, Accounting, Financial Reporting, Due Diligence, Mutual Funds, Management, Finance
Education
Indiana University Bloomington 1993 — 1997
Bachelors of Science, Accounting and Finance
Bank of America Merrill Lynch September 2010 - Present
JPMorgan Chase November 2009 - September 2010
Headstrong July 2007 - September 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2007 - 2008
TCS 2001 - 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Equities, Derivatives, Equity Derivatives, SQL, Requirements Gathering, Capital Markets, Corporate Actions, Investment Banking
Education
Indian Institute of Technology, Roorkee 1999 — 2001
M.Tech, Chemical
Shivaji University 1995 — 1999
Bachelor of Engineering (B.E.), Evironmental Engg
Bank of America Merrill Lynch June 2010 - Present
Bowne November 2009 - May 2010
EDS, an HP company June 2009 - November 2009
Credit Suisse June 2008 - April 2009
NYC Department of Education 2007 - 2008
Deutsche Bank 2006 - 2007
IBM Global Services May 2005 - June 2006
Satyam 2004 - 2005
Skills
SDLC, Requirements Analysis, SOA, Business Analysis, IT Strategy, Software Project..., Agile Methodologies, Business Intelligence, Requirements Gathering, Solution Architecture, Oracle, Vendor Management, Consulting, Enterprise Architecture, ETL, SQL, Data Warehousing, Web Services, Integration
Education
Indian Institute of Technology, Kharagpur
Kendriya Vidyalaya
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Bank Of America Merrill Lynch May 2007 - Present
Birlasoft Inc, USA December 2004 - March 2007
Integral India Software Pvt Ltd February 2004 - December 2004
Mindtree Consulting India Pvt. Ltd May 2002 - February 2004
Xoriant Solutions Pvt. Ltd. July 2000 - March 2002
Skills
Agile Project Management, Requirements Analysis, Spring, Web Services, XML, Software Development, Oracle, Struts, Architecture, OOP, JMS, Java, Distributed Systems, Weblogic, Fixed Income, Business Analysis, Options
Education
CFA Institute 2012 — 2015
Passed CFA Level 3, Fixed Income, Equities, Derivatives, Alternative Inv, Financial Reporting, Portfolio Management
Indian Institute of Technology, Roorkee 1996 — 2000
B. Tech., Computer Science
New York University
MS, Mathematics in Finance
Bank of America Merrill Lynch March 2015 - Present
Merrill Edge August 2013 - Present
AXA Advisors, LLC July 2011 - July 2013
CONI-SEAL, INC January 1996 - April 2011
Skills
Financial Needs Analysis, Business Succession..., Succession Planning, Finance, Insurance, Retirement Planning, Financial Research, Investments, Fixed Annuities, Small Business, Mutual Funds, Retirement, Wealth Management, IRAs, Estate Planning, Series 7, Investment Advisory, Asset Allocation, Series 63, Securities, Disability Insurance, Strategic Financial..., Portfolio Management, Wealth Accumulation, Life Insurance, Term Life Insurance, Long-term Care, Financial Analysis, 401k, FINRA, Employee Benefits, Health Insurance, Financial Planning
Education
Indiana Institute of Technology 1990 — 1994
BS, Accounting
Dale Carnegie Training Institute 1999 — 1999
Connecticut School of Broadcasting 2002 — 2002
Diploma, Radio/Television Broadcasting
Bank of America Merrill Lynch February 2015 - Present
ALD Partners January 2014 - Present
Bank of America Merrill Lynch October 2014 - February 2015
Ronin Capital May 2013 - February 2014
Buttonwood Group Trading, LLC November 2009 - November 2012
Shaaban Enterprises August 2006 - August 2008
Burapha University June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Trading, Equities, Electronic Trading, Commodity, Equity Derivatives, Derivatives, Trading Systems, Volatility Arbitrage, Market Making, Proprietary Trading, Financial Risk..., Bloomberg, Investments, Fixed Income
Education
Indiana University Bloomington 2004 — 2006
MPA, Policy Analysis, Public Finance, Economic Development, Comparative and International Affairs
Indiana University Bloomington 1999 — 2004
BA, Economics
Indiana University Bloomington 1999 — 2004
BS, Policy Studies
Indiana University Bloomington 1999 — 2004
Certificate, Business Foundation
Union Bank June 2015 - Present
Bank of America Merrill Lynch 2012 - June 2015
Bank of America Merrill Lynch 2009 - 2012
Bank of America Merrill Lynch 2007 - 2009
Skills
Corporate Finance, Senior Debt, Credit Analysis, Financial Modeling, Capital Raising, Commercial Banking, Capital Markets, Working Capital..., Business Development, Financial Analysis, Asset Management, Due Diligence, Portfolio Management, Banking, Management, Analysis, Valuation, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Finance
Indiana University Bloomington
Bank of America Merrill Lynch August 2009 - Present
Skills
Financial Analysis, Financial Modeling, Investment Banking, Mergers, Private Equity, Public Speaking, Valuation
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Banco Fator May 2009 - July 2009
Skills
Brazilian Portuguese, Investment Banking, Valuation, Financial Modeling, Mergers, Fixed Income, Leveraged Finance
Education
Indiana University - Kelley School of Business 2008 — 2011
BS, Finance, Entrepreneurship & Corporate Innovation
Force Capital Management June 2015 - Present
Leucadia National Corporation & Jefferies Group LLC January 2013 - June 2015
Jefferies & Company July 2011 - January 2013
Bloomberg June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Business - Finance
Merrill Lynch Commodities, Inc. June 2012 - Present
Merrill Lynch Commodities, Inc. June 2010 - June 2012
Bank of America Merrill Lynch 2005 - June 2010
Skills
Asset Management, Capital Markets
Education
Indiana University - Kelley School of Business 2001 — 2005
Business, Finance
Apple March 2015 - Present
The Claro Group May 2012 - February 2015
Bank of America Merrill Lynch July 2011 - April 2012
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Bank of America Merrill Lynch July 2014 - Present
Daiwa Securities Capital Markets April 2013 - July 2013
Principal Investment Advisor December 2012 - March 2013
Republic of Korea Marine Corps March 2011 - December 2012
Skylake Incuvest & Co. August 2010 - February 2011
Appleby Capital May 2010 - August 2010
Skills
Private Equity, Investment Banking, Mutual Funds, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Capital IQ, Capital Markets, LBO, Bloomberg Terminal, Equities, Due Diligence, Finance
Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance
London School of Economics and Political Science
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Overseas Private Investment Corporation June 2013 - August 2013
Peace Corps September 2010 - November 2012
Bank of America Merrill Lynch July 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Yahoo! May 2006 - July 2006
Skills
International..., Business Strategy, Data Analysis, Customer Service, Finance, Analysis, Spanish, Cyrus, Management Consulting, Financial Analysis, Economics, Research
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Indiana University Bloomington
BS, Kelley School of Business, Finance & International Business
Institution for the International Education of Students
Summer Study Abroad, International Business & Spanish
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2012 - Present
Bank of America June 2007 - June 2012
Skills
Green Belt, MS Office Suite, Financial Modeling, Financial Analysis, Data Analysis, Data Mining, Corporate Communications, Portfolio Management, Due Diligence, Cash Management, Risk Management, Competitive Analysis, Process Improvement, Analysis, Commercial Banking, Corporate Finance, Credit Risk, Strategic Planning, Cash Flow, Credit, Finance, Banking, Relationship Management, Microsoft Office, Credit Analysis, Business Analysis, Working Capital..., Valuation, Treasury Management, Credit Cards, Financial Risk, Financial Services, Investment Banking, Loans, Strategy
Education
Indiana University Bloomington 2001 — 2005
BS, Finance, Accounting, Economics
Avant April 2015 - Present
FactSet September 2014 - April 2015
Bank of America Merrill Lynch July 2013 - August 2014
Eagle Creek Sailing Club June 2008 - June 2013
Macquarie Group June 2012 - August 2012
Skills
Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Investment Banking, Research, Teamwork, Leadership, Market Research, Analysis, Finance, Investments, Corporate Finance, Valuation
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science in Business, Majors: Accounting and Finance, Minor: Mathematics
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Business and Economic Education
Zionsville Community High School 2005 — 2009
JPMorgan Chase April 2014 - Present
UBS Wealth Management March 2012 - April 2014
Bank of America Merrill Lynch August 2006 - March 2012
Redcats November 2004 - August 2006
Education
Indian Institute of Technology, Kharagpur
Centerview Partners April 2013 - Present
Bank of America Merrill Lynch July 2008 - April 2013
Education
Indiana University Bloomington
Bachelor of Science (B.S.)
UCLA Anderson School of Management
Master of Business Administration (MBA)
Bank of America Merrill Lynch May 2004 - Present
Goldman Sachs July 1999 - April 2004
Skills
Equities, Derivatives, Portfolio Management, Market Risk, Fixed Income, Capital Markets, Prime Brokerage, Risk and Margin
Education
Indian Institute of Technology, Kharagpur
Indian Institute of Technology, Kharagpur
Bachelor's degree, Computer Science
Bank of America Merrill Lynch October 2013 - February 2014
Deal Matrix Ltd April 2012 - October 2012
Credit Agricole Corporate & Investment Bank, Securities Asia B.V. March 2011 - February 2012
AFT Co., Ltd. October 2009 - February 2011
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
The Ohio State University Fisher College of Business
Bachelor of Business Administration (BBA)