Bank of America Merrill Lynch
Description
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.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Employee
Years
Job
Industry
Courtland Lee Rudolph Courtland Lee Rudolph's Bank of America Merrill Lynch Experience January 1985 - Present
Job Vice President, Merrill Lynch Municipal Markets at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 1985 - Present
Skills
Banking, Finance, Trading, Municipal Bonds, Financial Services
Education
Auburn University 1980 — 1984
BA, Management
Bank of America Merrill Lynch January 1985 - Present
Skills
Banking, Finance, Trading, Municipal Bonds, Financial Services
Education
Auburn University 1980 — 1984
BA, Management
Christopher Boese Christopher Boese's Bank of America Merrill Lynch Experience June 2015 - Present
Job Operations Management Intern at Bank of America Merrill Lynch
Industry Management Consulting
Experience
Bank of America Merrill Lynch June 2015 - Present
FedEx Express September 2014 - Present
University of Notre Dame August 2014 - Present
United States Marine Corps May 2013 - August 2014
United States Marine Corps May 2011 - May 2013
United States Marine Corps May 2008 - May 2011
United States Marine Corps May 2005 - May 2008
Skills
Leadership, Cross-functional Team..., Operations Management, Leadership Development, Teaching, Program Management, Project Management, Team Management, Logistics, Op, Military Operations, Military Aviation, Military Training, Military, DoD, Microsoft Excel, Analysis, Management, Training
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augustana College 1994 — 1998
Bachelor of Arts (B.A.), Biology, General, 3.44
Bank of America Merrill Lynch June 2015 - Present
FedEx Express September 2014 - Present
University of Notre Dame August 2014 - Present
United States Marine Corps May 2013 - August 2014
United States Marine Corps May 2011 - May 2013
United States Marine Corps May 2008 - May 2011
United States Marine Corps May 2005 - May 2008
Skills
Leadership, Cross-functional Team..., Operations Management, Leadership Development, Teaching, Program Management, Project Management, Team Management, Logistics, Op, Military Operations, Military Aviation, Military Training, Military, DoD, Microsoft Excel, Analysis, Management, Training
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augustana College 1994 — 1998
Bachelor of Arts (B.A.), Biology, General, 3.44
Roy Saliba Roy Saliba's Bank of America Merrill Lynch Experience August 2006 - July 2012
Job Head of Global Compensation Products at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services February 2015 - Present
Incentive Lab August 2012 - Present
Bank of America Merrill Lynch August 2006 - July 2012
Equity Methods 2003 - April 2012
Equity Methods 2003 - 2005
Skills
Product Management, Product Marketing, Business Analysis, Feature Prioritization, Product Requirements, Product Road Mapping, Strategic Planning, Budget, Project Planning, Cross-functional Team..., Strategy, Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Equity Compensation, Project Management, Thought Leadership, Pragmatic Marketing..., executive compensation, Executive Pay, Budgets, Analysis, Management, Equities, Financial Services, Product Development, Mergers & Acquisitions, Competitive Analysis, Leadership, Finance, Analytics, Start-ups
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
BS, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2003
BS, Computer Information Systems
ISS Institutional Shareholder Services February 2015 - Present
Incentive Lab August 2012 - Present
Bank of America Merrill Lynch August 2006 - July 2012
Equity Methods 2003 - April 2012
Equity Methods 2003 - 2005
Skills
Product Management, Product Marketing, Business Analysis, Feature Prioritization, Product Requirements, Product Road Mapping, Strategic Planning, Budget, Project Planning, Cross-functional Team..., Strategy, Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Equity Compensation, Project Management, Thought Leadership, Pragmatic Marketing..., executive compensation, Executive Pay, Budgets, Analysis, Management, Equities, Financial Services, Product Development, Mergers & Acquisitions, Competitive Analysis, Leadership, Finance, Analytics, Start-ups
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
BS, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2003
BS, Computer Information Systems
Kurt Dinsbach's Bank of America Merrill Lynch Experience August 2006 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2006 - Present
Accenture May 2003 - August 2006
Education
Babson College
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2006 - Present
Accenture May 2003 - August 2006
Education
Babson College
Bachelor of Science, Finance
Ja Vandura's Bank of America Merrill Lynch Experience May 2008 - Present
Job Director Fixed Income / Leveraged Loan Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2008 - Present
Bank of America Merrill Lynch April 2004 - May 2008
Skills
Leveraged Finance, Loans, Capital Markets, Fixed Income, Credit
Education
Babson College
Bachelor of Business Administration (BBA), Marketing and Entrepreneurshp
Bank of America Merrill Lynch May 2008 - Present
Bank of America Merrill Lynch April 2004 - May 2008
Skills
Leveraged Finance, Loans, Capital Markets, Fixed Income, Credit
Education
Babson College
Bachelor of Business Administration (BBA), Marketing and Entrepreneurshp
Pete Dougherty Pete Dougherty's Bank of America Merrill Lynch Experience 2001 - 2013
Job Nonprofit Volunteer/Wall Street Veteran
Industry Fund-Raising
Experience
NPH USA 2015 - Present
Bank of America Merrill Lynch 2001 - 2013
Lehman Brothers 1995 - 2000
Credit Suisse First Boston 1994 - 1995
Skills
Marketing, Business Development, Selling Skills, Finance, Sales, Financial Services, Certified Anti-Money..., Series 7, Series 63, Fundraising, Non-profit Program..., Spanish
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
NPH USA 2015 - Present
Bank of America Merrill Lynch 2001 - 2013
Lehman Brothers 1995 - 2000
Credit Suisse First Boston 1994 - 1995
Skills
Marketing, Business Development, Selling Skills, Finance, Sales, Financial Services, Certified Anti-Money..., Series 7, Series 63, Fundraising, Non-profit Program..., Spanish
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
Aangi Kothari's Bank of America Merrill Lynch Experience January 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2015 - Present
Babson College Purchasing Department January 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Forbes May 2013 - August 2013
Nissel CPA, LLC. June 2012 - August 2012
Texting Gloves (Student Run Business), January 2012 - May 2012
Stephen M. Gross, Inc June 2010 - August 2010
Skills
Accounting, Finance, Financial Modeling, Communication Skills, Entrepreneurship, Leadership, Adaptable to Changes, Microsoft Excel, Sales, Data Analysis, Social Networking
Education
Babson College 2011 — 2014
Bachelor of Science in Business Management, Finance and Entrepreneurship
Fort Lee High School 2007 — 2011
Bank of America Merrill Lynch January 2015 - Present
Babson College Purchasing Department January 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Forbes May 2013 - August 2013
Nissel CPA, LLC. June 2012 - August 2012
Texting Gloves (Student Run Business), January 2012 - May 2012
Stephen M. Gross, Inc June 2010 - August 2010
Skills
Accounting, Finance, Financial Modeling, Communication Skills, Entrepreneurship, Leadership, Adaptable to Changes, Microsoft Excel, Sales, Data Analysis, Social Networking
Education
Babson College 2011 — 2014
Bachelor of Science in Business Management, Finance and Entrepreneurship
Fort Lee High School 2007 — 2011
Stephen Mostrom's Bank of America Merrill Lynch Experience June 2015 - Present
Job JD/MBA Candidate, Arizona State University | BS Finance | Financial Services, Startups, and Tech
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Tallwave September 2013 - August 2014
Langdon Law June 2013 - August 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2010 - November 2011
JPMorgan Chase July 2009 - July 2010
Northern Trust Corporation May 2008 - November 2008
Skills
Marketing, Banking, Time Management, Legal Writing, Sales, Legal Research, Strategy, Finance, Strategic Planning
Education
Arizona State University College of Law 2012 — 2015
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Bank of America Merrill Lynch June 2015 - Present
Tallwave September 2013 - August 2014
Langdon Law June 2013 - August 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2010 - November 2011
JPMorgan Chase July 2009 - July 2010
Northern Trust Corporation May 2008 - November 2008
Skills
Marketing, Banking, Time Management, Legal Writing, Sales, Legal Research, Strategy, Finance, Strategic Planning
Education
Arizona State University College of Law 2012 — 2015
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Guillaume Esnou Guillaume Esnou's Bank of America Merrill Lynch Experience August 2015 - Present
Job Quantitative Business Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
CME Group March 2015 - August 2015
Exane September 2014 - December 2014
Pôle de Plasturgie de l'Est June 2013 - August 2013
Faiveley Transport July 2012 - August 2012
E.ON February 2012 - February 2012
Skills
Financial Engineering, Industrial Engineering, Quantitative Finance, Mechanical Engineering, Corporate Finance, Operations Research, Matlab, C++, Python, VBA, R, Stochastic Calculus, Mathematics, Maple, LaTeX, Finance, Option Pricing Models, SQL, Dynamic Programming, Monte Carlo Simulation, Structured Products, Credit Risk, Credit Derivatives, Labview, Microsoft Excel, Microsoft Office, Research, Statistics, Data Analysis, Analysis, Data Mining, Risk Management
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research - Concentration in Financial and Managerial Applications
Ecole nationale supérieure d'Arts et Métiers / ENSAM 2011 — 2014
Diplôme d'Ingénieur (B.S. & M.S. combined), Mechanical and Industrial Engineering
Lycée Privée Sainte-Geneviève 2008 — 2011
Preparatory Classes, Mathematics - Physics
Bank of America Merrill Lynch August 2015 - Present
CME Group March 2015 - August 2015
Exane September 2014 - December 2014
Pôle de Plasturgie de l'Est June 2013 - August 2013
Faiveley Transport July 2012 - August 2012
E.ON February 2012 - February 2012
Skills
Financial Engineering, Industrial Engineering, Quantitative Finance, Mechanical Engineering, Corporate Finance, Operations Research, Matlab, C++, Python, VBA, R, Stochastic Calculus, Mathematics, Maple, LaTeX, Finance, Option Pricing Models, SQL, Dynamic Programming, Monte Carlo Simulation, Structured Products, Credit Risk, Credit Derivatives, Labview, Microsoft Excel, Microsoft Office, Research, Statistics, Data Analysis, Analysis, Data Mining, Risk Management
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research - Concentration in Financial and Managerial Applications
Ecole nationale supérieure d'Arts et Métiers / ENSAM 2011 — 2014
Diplôme d'Ingénieur (B.S. & M.S. combined), Mechanical and Industrial Engineering
Lycée Privée Sainte-Geneviève 2008 — 2011
Preparatory Classes, Mathematics - Physics
Karthik Erapalli Karthik Erapalli's Bank of America Merrill Lynch Experience October 2013 - Present
Job Developer at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
Oracle September 2011 - September 2013
FatWire Software August 2010 - September 2011
Vero Capital Management June 2009 - August 2010
Polytechnic Institute of NYU September 2008 - May 2009
Tata Consultancy Services September 2006 - August 2008
Skills
PL/SQL, Algorithms, C++, Unix, Distributed Systems, Oracle, Software Development, SQL, Java Enterprise Edition, Web Development, Java, C#, OOP, Databases, Web Applications, WebCenter, Fatwire, Content Management, Core Java, Programming, ASP.NET, JSP, Linux, Python
Education
New York University 2008 — 2010
Masters, Computer Science
B. M. S. College of Engineering 2002 — 2006
BE, Computer Science
Bank of America Merrill Lynch October 2013 - Present
Oracle September 2011 - September 2013
FatWire Software August 2010 - September 2011
Vero Capital Management June 2009 - August 2010
Polytechnic Institute of NYU September 2008 - May 2009
Tata Consultancy Services September 2006 - August 2008
Skills
PL/SQL, Algorithms, C++, Unix, Distributed Systems, Oracle, Software Development, SQL, Java Enterprise Edition, Web Development, Java, C#, OOP, Databases, Web Applications, WebCenter, Fatwire, Content Management, Core Java, Programming, ASP.NET, JSP, Linux, Python
Education
New York University 2008 — 2010
Masters, Computer Science
B. M. S. College of Engineering 2002 — 2006
BE, Computer Science
Darnell Jeremiah Darnell Jeremiah's Bank of America Merrill Lynch Experience November 2009 - May 2010
Job MBA Graduate from NYU Stern
Industry Entertainment
Experience
Viacom June 2014 - January 2015
OpenDoor January 2014 - April 2014
State Street Bank January 2012 - July 2013
State Street Bank October 2011 - January 2012
State Street Bank June 2011 - September 2011
State Street Bank October 2010 - June 2011
State Street Bank June 2010 - October 2010
Bank of America Merrill Lynch November 2009 - May 2010
Bloomberg May 2009 - August 2009
Lehman Brothers International Europe (LBIE) May 2008 - August 2008
Skills
Financial Markets, Bloomberg, Fixed Income, Equities, Financial Analysis, Excel, VBA, PowerPoint, Access, Financial Reporting, Accounting, Word, Mutual Funds, Microsoft Office, Statistics, Analytics, Capital Markets, Series 63, Series 7, Traders, Trading, Fixed Income Trading, Electronic Trading, Microsoft Excel, Microsoft Word, Valuation, Bloomberg Terminal, Securities, Investments, Bonds, Portfolio Management, Emerging Markets, Finance, Options, Financial Modeling, Economics
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Babson College 2006 — 2010
Bachelor of Science in Business Management, Finance
Viacom June 2014 - January 2015
OpenDoor January 2014 - April 2014
State Street Bank January 2012 - July 2013
State Street Bank October 2011 - January 2012
State Street Bank June 2011 - September 2011
State Street Bank October 2010 - June 2011
State Street Bank June 2010 - October 2010
Bank of America Merrill Lynch November 2009 - May 2010
Bloomberg May 2009 - August 2009
Lehman Brothers International Europe (LBIE) May 2008 - August 2008
Skills
Financial Markets, Bloomberg, Fixed Income, Equities, Financial Analysis, Excel, VBA, PowerPoint, Access, Financial Reporting, Accounting, Word, Mutual Funds, Microsoft Office, Statistics, Analytics, Capital Markets, Series 63, Series 7, Traders, Trading, Fixed Income Trading, Electronic Trading, Microsoft Excel, Microsoft Word, Valuation, Bloomberg Terminal, Securities, Investments, Bonds, Portfolio Management, Emerging Markets, Finance, Options, Financial Modeling, Economics
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Babson College 2006 — 2010
Bachelor of Science in Business Management, Finance
Kale Simpson, ALMI Kale Simpson, ALMI's Bank of America Merrill Lynch Experience May 2004 - July 2010
Job Arkansas Insurance Brokers, Inc
Industry Insurance
Experience
Arkansas Insurance Brokers, Inc September 2015 - Present
Transamerica July 2014 - September 2015
National Agents Alliance Corporate November 2010 - July 2014
Bank of America Merrill Lynch May 2004 - July 2010
Skills
Retirement Planning, Mutual Funds, Investments, Insurance, IRAs, Retirement, Banking, Series 7, Fixed Annuities, Strategic Financial..., Recruiting, Leadership Development, Financial Services, Life Insurance, 401k, Wealth Accumulation, Underwriting, Corporate Finance, 401k Rollovers, Finance, Employee Benefits, Sales, Team Management, Wealth Management
Education
Arkansas State University
BS, Corporate Finance
Arkansas State University
Minor, Accounting
Arkansas Insurance Brokers, Inc September 2015 - Present
Transamerica July 2014 - September 2015
National Agents Alliance Corporate November 2010 - July 2014
Bank of America Merrill Lynch May 2004 - July 2010
Skills
Retirement Planning, Mutual Funds, Investments, Insurance, IRAs, Retirement, Banking, Series 7, Fixed Annuities, Strategic Financial..., Recruiting, Leadership Development, Financial Services, Life Insurance, 401k, Wealth Accumulation, Underwriting, Corporate Finance, 401k Rollovers, Finance, Employee Benefits, Sales, Team Management, Wealth Management
Education
Arkansas State University
BS, Corporate Finance
Arkansas State University
Minor, Accounting
Matt Catron, CRPC's Bank of America Merrill Lynch Experience November 2013 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
TD Ameritrade December 2008 - October 2013
Ameriprise Financial Advisors August 2006 - December 2008
Ameristar Casino April 2000 - August 2003
Skills
Series 7, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Risk Management, Investment Advisory, Equities, Investment Management, Financial Analysis, Retirement, Series 66, Uniform Combined State...
Education
University of Houston-Victoria 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Texas A&M University at Galveston 2003 — 2005
Iowa Western 2000 — 2003
Associate, Radio Communication
Ball State University 1996 — 1998
Bank of America Merrill Lynch November 2013 - Present
TD Ameritrade December 2008 - October 2013
Ameriprise Financial Advisors August 2006 - December 2008
Ameristar Casino April 2000 - August 2003
Skills
Series 7, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Risk Management, Investment Advisory, Equities, Investment Management, Financial Analysis, Retirement, Series 66, Uniform Combined State...
Education
University of Houston-Victoria 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Texas A&M University at Galveston 2003 — 2005
Iowa Western 2000 — 2003
Associate, Radio Communication
Ball State University 1996 — 1998
Lance Olson Lance Olson's Bank of America Merrill Lynch Experience September 2014 - Present
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Edward Jones September 2011 - August 2014
Edward Jones December 2010 - September 2011
Pinnacle Taxx, Inc November 2009 - November 2010
Southwestern Company August 2008 - September 2009
Southwestern Company March 2006 - August 2008
ASU FMA 2007 - 2008
Wells Fargo Bank October 2006 - April 2007
Skills
Leadership, Training, Sales, Finance, Management, Series 7, Strategic Planning, Sales Management, Financial Services, Direct Sales, Networking, Analysis, Retirement Planning, Time Management, Sales Presentations, Building Relationships, Account Management, Talent Management, Customer Service, Investments, Tax, Editing, Cold Calling, New Business Development, Research
Education
Landmark 2010 — 2014
Curriculum for Living
BNI-MSP 2013 — 2013
Arizona State University, W. P. Carey School of Business 2005 — 2008
Bachelor's degree, Marketing
Century High School
Bank of America Merrill Lynch September 2014 - Present
Edward Jones September 2011 - August 2014
Edward Jones December 2010 - September 2011
Pinnacle Taxx, Inc November 2009 - November 2010
Southwestern Company August 2008 - September 2009
Southwestern Company March 2006 - August 2008
ASU FMA 2007 - 2008
Wells Fargo Bank October 2006 - April 2007
Skills
Leadership, Training, Sales, Finance, Management, Series 7, Strategic Planning, Sales Management, Financial Services, Direct Sales, Networking, Analysis, Retirement Planning, Time Management, Sales Presentations, Building Relationships, Account Management, Talent Management, Customer Service, Investments, Tax, Editing, Cold Calling, New Business Development, Research
Education
Landmark 2010 — 2014
Curriculum for Living
BNI-MSP 2013 — 2013
Arizona State University, W. P. Carey School of Business 2005 — 2008
Bachelor's degree, Marketing
Century High School
Falisha Hartenberger Falisha Hartenberger's Bank of America Merrill Lynch Experience 2008 - 2011
Job AVP User Experience Engineer Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Bank of America 2005 - 2014
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2007 - 2011
Bank of America Merrill Lynch June 2006 - 2008
Skills
User Experience, Interaction Design, Usability, Graphic Design, Wire Framing, Usability Testing, Web Content Management, Information Architecture, SharePoint, User Interface Design
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science, Art, Graphic Design, Multi Media, Web Design, User Experiance Design
Ocean County College 1997 — 2002
Associates of Science, Art, Art History, Science
Bank of America September 2011 - Present
Bank of America 2005 - 2014
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2007 - 2011
Bank of America Merrill Lynch June 2006 - 2008
Skills
User Experience, Interaction Design, Usability, Graphic Design, Wire Framing, Usability Testing, Web Content Management, Information Architecture, SharePoint, User Interface Design
Education
Art Institute of Philadelphia 2002 — 2005
Bachelor of Science, Art, Graphic Design, Multi Media, Web Design, User Experiance Design
Ocean County College 1997 — 2002
Associates of Science, Art, Art History, Science
Courtney Kuznicki's Bank of America Merrill Lynch Experience November 2014 - Present
Job Small Business Account Service Specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America August 2013 - November 2014
Merrill Lynch June 2011 - August 2013
Stein Mart October 2010 - May 2011
The Scotts Miracle-Gro Company January 2010 - May 2010
TSM Corporation September 2007 - October 2009
Macy's June 2007 - January 2008
US Navy January 2007 - May 2007
US Navy April 2006 - January 2007
US Navy April 2004 - April 2006
Skills
Asset Management, Applicant Tracking..., Investments, Fixed Income, Capital Markets, Wealth Management, Investment Banking, Due Diligence, Consumer Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Cards, Lines Of Credit, POS, Brokerage, Customer Service, Customer Retention, Customer Satisfaction, Direct Sales, Retail Sales, NALCOMIS, Adobe Acrobat, Military Aviation, Aircraft Maintenance, Credit, Sales, Call Centers, Budgets, Payments
Education
Ball State University 1999 — 2003
Bachelor of Arts (BA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Columbia College 2007 — 2009
Master of Business Administration (MBA), Pre-MBA
Bank of America Merrill Lynch November 2014 - Present
Bank of America August 2013 - November 2014
Merrill Lynch June 2011 - August 2013
Stein Mart October 2010 - May 2011
The Scotts Miracle-Gro Company January 2010 - May 2010
TSM Corporation September 2007 - October 2009
Macy's June 2007 - January 2008
US Navy January 2007 - May 2007
US Navy April 2006 - January 2007
US Navy April 2004 - April 2006
Skills
Asset Management, Applicant Tracking..., Investments, Fixed Income, Capital Markets, Wealth Management, Investment Banking, Due Diligence, Consumer Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Cards, Lines Of Credit, POS, Brokerage, Customer Service, Customer Retention, Customer Satisfaction, Direct Sales, Retail Sales, NALCOMIS, Adobe Acrobat, Military Aviation, Aircraft Maintenance, Credit, Sales, Call Centers, Budgets, Payments
Education
Ball State University 1999 — 2003
Bachelor of Arts (BA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Columbia College 2007 — 2009
Master of Business Administration (MBA), Pre-MBA
Gwendolyn Bartlett Gwendolyn Bartlett's Bank of America Merrill Lynch Experience September 2011 - May 2012
Job Customer Service Representative at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Bank of America May 2012 - August 2013
Bank of America Merrill Lynch September 2011 - May 2012
Six Flags Great Adventure February 2008 - September 2011
Skills
Customer Service, Outlook, PeopleSoft, Microsoft Excel, Onboarding, Microsoft Office, Human Resources, Employee Relations, Recruiting, Training, PowerPoint, Time Management, Microsoft Word, HRIS, Call Center
Education
Art Institute of Fort Lauderdale 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Merrill Lynch February 2014 - Present
Bank of America May 2012 - August 2013
Bank of America Merrill Lynch September 2011 - May 2012
Six Flags Great Adventure February 2008 - September 2011
Skills
Customer Service, Outlook, PeopleSoft, Microsoft Excel, Onboarding, Microsoft Office, Human Resources, Employee Relations, Recruiting, Training, PowerPoint, Time Management, Microsoft Word, HRIS, Call Center
Education
Art Institute of Fort Lauderdale 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Bethany Kennedy Bethany Kennedy's Bank of America Merrill Lynch Experience August 2015 - Present
Job GWIM Sr Compliance Manager, B of A/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
BofA Merrill Lynch July 1994 - August 2015
Skills
Series 7, Series 3, Series 9, Series 10, Series 31, Series 63, Series 65, Series 24, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Securities, Investment Advisory, Uniform Combined State..., Wealth Management
Education
Golden Gate University 1996 — 1999
MBA, Management
Jacksonville University 1992 — 1994
BS, Business
Babson College 1990 — 1992
Business Administration and Management, General
Kimball Union Academy 1986 — 1990
Bank of America Merrill Lynch August 2015 - Present
BofA Merrill Lynch July 1994 - August 2015
Skills
Series 7, Series 3, Series 9, Series 10, Series 31, Series 63, Series 65, Series 24, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Securities, Investment Advisory, Uniform Combined State..., Wealth Management
Education
Golden Gate University 1996 — 1999
MBA, Management
Jacksonville University 1992 — 1994
BS, Business
Babson College 1990 — 1992
Business Administration and Management, General
Kimball Union Academy 1986 — 1990
Christopher LaSalle Christopher LaSalle's Bank of America Merrill Lynch Experience January 2011 - April 2011
Job Dispatch/Second Shift Supervisor at Cassens Transport Co
Industry Retail
Experience
Cassens Transport Co July 2013 - Present
VASCOR Ltd. December 2012 - July 2013
VASCOR Ltd. September 2012 - December 2012
Mobility Works April 2012 - September 2012
Home Depot/Your Other Warehouse March 2008 - April 2012
Bank of America Merrill Lynch January 2011 - April 2011
Prestige Stamping October 2007 - February 2008
Lincoln Middle School September 2006 - May 2007
Leaps and Bounds Family Services August 2004 - August 2006
Skills
Sales, Teamwork, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Retail, Microsoft Word, Outlook, Team Leadership, Marketing, Forecasting, Leadership, Management, Competitive Analysis
Education
Baker College of Clinton Township 2008 — 2013
Bachelor's of Business Administraion, Business
Baker College of Clinton Township 2008 — 2011
Associates, Management
Baker College of Clinton Township
Cassens Transport Co July 2013 - Present
VASCOR Ltd. December 2012 - July 2013
VASCOR Ltd. September 2012 - December 2012
Mobility Works April 2012 - September 2012
Home Depot/Your Other Warehouse March 2008 - April 2012
Bank of America Merrill Lynch January 2011 - April 2011
Prestige Stamping October 2007 - February 2008
Lincoln Middle School September 2006 - May 2007
Leaps and Bounds Family Services August 2004 - August 2006
Skills
Sales, Teamwork, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Retail, Microsoft Word, Outlook, Team Leadership, Marketing, Forecasting, Leadership, Management, Competitive Analysis
Education
Baker College of Clinton Township 2008 — 2013
Bachelor's of Business Administraion, Business
Baker College of Clinton Township 2008 — 2011
Associates, Management
Baker College of Clinton Township
Jimmy (Thanh) Nguyen's Bank of America Merrill Lynch Experience May 2014 - Present
Job Assistant Vice President; Portfolio Management Officer at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Bank of America December 2006 - March 2010
Sigma Pi Fraternity January 2003 - May 2004
Skills
PowerPoint, Outlook, Microsoft Office, Windows, Banking, Microsoft Excel, Microsoft Word, Internet Explorer, Client Development, System Monitoring, Portfolio Management, Credit Risk, Credit Analysis, Lines Of Credit, Risk Management, Operational Risk, Financial Analysis, Management, Credit, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of Rhode Island 2001 — 2005
Bachelor of Fine Art, Photography and Graphic/Media Design
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Bank of America December 2006 - March 2010
Sigma Pi Fraternity January 2003 - May 2004
Skills
PowerPoint, Outlook, Microsoft Office, Windows, Banking, Microsoft Excel, Microsoft Word, Internet Explorer, Client Development, System Monitoring, Portfolio Management, Credit Risk, Credit Analysis, Lines Of Credit, Risk Management, Operational Risk, Financial Analysis, Management, Credit, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of Rhode Island 2001 — 2005
Bachelor of Fine Art, Photography and Graphic/Media Design
Amy Kong Amy Kong's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
White House Black Market May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
The Fund for Babson August 2009 - November 2010
Budd-eaze September 2009 - May 2010
NYS Assemblywoman Grace Meng June 2009 - August 2009
Skills
Microsoft Office, SharePoint, Fundraising, Mandarin, Facebook, Spanish, Event Planning, PowerPoint, Public Speaking, Social Media, Non-profits, SPSS, Microsoft Excel, Social Networking, Martini, FX trading, Market Research, Team Leadership, Strategic Planning, Event Management, Leadership, Retail Management, CRM, Data Analysis, Access, Microsoft Word, Sales, Teamwork, Marketing, Time Management, Outlook, Nonprofits
Education
Babson College 2009 — 2013
Bachelor of Science in Business Administration, Retail Supply Chain Management, Economics
Hong Kong Baptist University 2011 — 2012
Study Abroad, Exchange Student Program, Economics, Brand Management, Philosophy
Bayside High School 2005 — 2009
Honors Regents Diploma, Arts and Humanities
Merrill Lynch July 2013 - Present
White House Black Market May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
The Fund for Babson August 2009 - November 2010
Budd-eaze September 2009 - May 2010
NYS Assemblywoman Grace Meng June 2009 - August 2009
Skills
Microsoft Office, SharePoint, Fundraising, Mandarin, Facebook, Spanish, Event Planning, PowerPoint, Public Speaking, Social Media, Non-profits, SPSS, Microsoft Excel, Social Networking, Martini, FX trading, Market Research, Team Leadership, Strategic Planning, Event Management, Leadership, Retail Management, CRM, Data Analysis, Access, Microsoft Word, Sales, Teamwork, Marketing, Time Management, Outlook, Nonprofits
Education
Babson College 2009 — 2013
Bachelor of Science in Business Administration, Retail Supply Chain Management, Economics
Hong Kong Baptist University 2011 — 2012
Study Abroad, Exchange Student Program, Economics, Brand Management, Philosophy
Bayside High School 2005 — 2009
Honors Regents Diploma, Arts and Humanities
Ed Baran Ed Baran's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Caroline Boffa's Bank of America Merrill Lynch Experience June 2015 - Present
Job Intern at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Mitchells of Westport August 2011 - Present
Aareal Capital Corporation May 2014 - August 2014
Intrawest December 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Time Management, Retail, Social Media Marketing
Education
Babson College 2012 — 2016
Bachelor's degree, Business Administration
Bank of America Merrill Lynch June 2015 - Present
Mitchells of Westport August 2011 - Present
Aareal Capital Corporation May 2014 - August 2014
Intrawest December 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Time Management, Retail, Social Media Marketing
Education
Babson College 2012 — 2016
Bachelor's degree, Business Administration
Jacque Howard Jacque Howard's Bank of America Merrill Lynch Experience January 2008 - June 2010
Job Founder Trenton 365
Industry Nonprofit Organization Management
Experience
Capital Region Minority Chamber of Commerce September 2014 - Present
Trenton 365 February 2014 - Present
WWFM Jazzon2 May 2014 - Present
Morris Broadcasting Company of New Jersey, Inc. WIMG am1300 June 2013 - Present
Urban Mission Cabinet Inc. December 2011 - February 2013
Artworks Trenton 2011 - 2013
Bank of America Merrill Lynch January 2008 - June 2010
Family Exxon of Ewing September 2004 - June 2009
Jones Apparel Group (Jones NY) September 1992 - August 2006
Skills
Nonprofits, Event Planning, Leadership, Public Speaking, Editing, Fundraising, Marketing, Advertising, Microsoft Excel, Strategic Planning, Customer Service, Volunteer Management, Community Outreach, Marketing Communications, Art, Photoshop, Event Management, Social Media, Grant Writing, Financial Analysis, Public Relations, Social Networking, Mountain Biking, Road Biking, Urban Agriculture, Community Development, Project Management, Conducting Interviews, Interview Skills, Interview Preparation, Social Media Marketing, Social Marketing, Journalism, Press Releases, Community Organizing, Blogging, Community Engagement, Strategic Communications, Radio Broadcasting, Management, Research, Microsoft Office, Teaching, Program Management, Program Development, Marketing Strategy
Education
Art Institute of Philadelphia 1988 — 1990
AS, Fashion Marketing
Cortiva Institute-Pennsylvania School of Muscle Therapy
Massage Therapy/Therapeutic Massage
Ewing High School
Capital Region Minority Chamber of Commerce September 2014 - Present
Trenton 365 February 2014 - Present
WWFM Jazzon2 May 2014 - Present
Morris Broadcasting Company of New Jersey, Inc. WIMG am1300 June 2013 - Present
Urban Mission Cabinet Inc. December 2011 - February 2013
Artworks Trenton 2011 - 2013
Bank of America Merrill Lynch January 2008 - June 2010
Family Exxon of Ewing September 2004 - June 2009
Jones Apparel Group (Jones NY) September 1992 - August 2006
Skills
Nonprofits, Event Planning, Leadership, Public Speaking, Editing, Fundraising, Marketing, Advertising, Microsoft Excel, Strategic Planning, Customer Service, Volunteer Management, Community Outreach, Marketing Communications, Art, Photoshop, Event Management, Social Media, Grant Writing, Financial Analysis, Public Relations, Social Networking, Mountain Biking, Road Biking, Urban Agriculture, Community Development, Project Management, Conducting Interviews, Interview Skills, Interview Preparation, Social Media Marketing, Social Marketing, Journalism, Press Releases, Community Organizing, Blogging, Community Engagement, Strategic Communications, Radio Broadcasting, Management, Research, Microsoft Office, Teaching, Program Management, Program Development, Marketing Strategy
Education
Art Institute of Philadelphia 1988 — 1990
AS, Fashion Marketing
Cortiva Institute-Pennsylvania School of Muscle Therapy
Massage Therapy/Therapeutic Massage
Ewing High School
Christine Arsenault Josey Christine Arsenault Josey's Bank of America Merrill Lynch Experience March 2007 - September 2014
Job Registered Senior Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2007 - September 2014
Accountemps October 2006 - March 2007
Chrysler Financial September 2005 - August 2006
Skills
Securities, Strategic Financial..., Series 7, Series 63, Financial Modeling, Relationship Management, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Equities, Investment Advisory
Education
Auburn University 2007 — 2010
Master of Business Administration (MBA), Finance
University of New Brunswick 2001 — 2005
Bachelor of Science (BSc), Business/Finance
Bank of America Merrill Lynch March 2007 - September 2014
Accountemps October 2006 - March 2007
Chrysler Financial September 2005 - August 2006
Skills
Securities, Strategic Financial..., Series 7, Series 63, Financial Modeling, Relationship Management, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Equities, Investment Advisory
Education
Auburn University 2007 — 2010
Master of Business Administration (MBA), Finance
University of New Brunswick 2001 — 2005
Bachelor of Science (BSc), Business/Finance
Eileen Holcomb's Bank of America Merrill Lynch Experience 2014 - Present
Job Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2014
Boston College 2010 - May 2012
Bank of America June 2011 - August 2011
Ernst & Young 2008 - 2010
Ernst & Young 2006 - 2008
Ernst & Young 2005 - 2005
Boys & Girls Club 2005 - 2005
PricewaterhouseCoopers 2004 - 2004
Skills
Accounting, Financial Analysis, Certified Fraud Examiner, Payments, PowerPoint, Presentation Development, Project Planning, Competitive Analysis, Budgets, Strategy, Management, Leadership, Auditing, Banking, Sarbanes-Oxley Act, Data Analysis, Corporate Finance, Research, Leadership Development, Business Strategy, Strategic Planning, Financial Statement..., SEC filings, Finance, Financial Reporting, Microsoft Excel, Analytics, Change Management, Financial Accounting, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Corporate Finance
Babson College 2002 — 2006
Bachelor of Science, Finance, Strategic Management
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2014
Boston College 2010 - May 2012
Bank of America June 2011 - August 2011
Ernst & Young 2008 - 2010
Ernst & Young 2006 - 2008
Ernst & Young 2005 - 2005
Boys & Girls Club 2005 - 2005
PricewaterhouseCoopers 2004 - 2004
Skills
Accounting, Financial Analysis, Certified Fraud Examiner, Payments, PowerPoint, Presentation Development, Project Planning, Competitive Analysis, Budgets, Strategy, Management, Leadership, Auditing, Banking, Sarbanes-Oxley Act, Data Analysis, Corporate Finance, Research, Leadership Development, Business Strategy, Strategic Planning, Financial Statement..., SEC filings, Finance, Financial Reporting, Microsoft Excel, Analytics, Change Management, Financial Accounting, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Corporate Finance
Babson College 2002 — 2006
Bachelor of Science, Finance, Strategic Management
Will Byrd CRPC®'s Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
Graham Anderson's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Babson College Fund May 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Babson Apprentice Fund September 2012 - May 2014
Jay Cashman, Inc. June 2013 - August 2013
Delta Partners, LLC June 2012 - July 2013
Lug Mug September 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Finance, Venture Capital, Start-ups, Capital Markets, Entrepreneurship, Analysis, Portfolio Management, Investment Banking, Leadership, Microsoft Excel, Capital IQ, Research, Stata, Management, Financial Analysis, Emerging Markets, Equity Research, Economics, Trading, Corporate Finance, Bloomberg Terminal, Fixed Income, Due Diligence, DCF
Education
Babson College 2011 — 2015
Finance, Economics
St. George's School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Babson College Fund May 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Babson Apprentice Fund September 2012 - May 2014
Jay Cashman, Inc. June 2013 - August 2013
Delta Partners, LLC June 2012 - July 2013
Lug Mug September 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Finance, Venture Capital, Start-ups, Capital Markets, Entrepreneurship, Analysis, Portfolio Management, Investment Banking, Leadership, Microsoft Excel, Capital IQ, Research, Stata, Management, Financial Analysis, Emerging Markets, Equity Research, Economics, Trading, Corporate Finance, Bloomberg Terminal, Fixed Income, Due Diligence, DCF
Education
Babson College 2011 — 2015
Finance, Economics
St. George's School 2007 — 2011
Scott A. McKeen, CPA, CFE, MBA Scott A. McKeen, CPA, CFE, MBA's Bank of America Merrill Lynch Experience March 2014 - Present
Job Trust & Fund Services Analyst, Investor Asset Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Pionear Recruiting August 2013 - March 2014
CDW December 2012 - March 2013
Aon Hewitt September 2008 - September 2011
National City Mortgage/Countrywide Home Loans/American Home Mortgage June 2001 - March 2008
Ambrosia Mountain, LLC 2001 - 2008
Skills
Business Process, Financial Analysis, Project Coordination, Creative Problem Solving, Change Management, Lean Initiatives, Microsoft Office, SAP, Quantitative Analysis, Profit & Loss Management, PeopleSoft, Budgeting, Payments, Excel, Banking, Inventory Management, Accounting, Requirements Analysis, Analysis, Financial Reporting, Reconciliation, Customer Relations, Accounts Payable, Customer Service, Invoicing, Payroll Taxes, Ad Hoc Reporting, Account Reconciliation, Budgets, Auditing, Strategic Financial..., Financial Statements, Finance, Microsoft Excel, Forecasting, Process Improvement, Payroll, Financial Accounting, Access, Cross-functional Team..., Internal Audit, Project Management, Business Process..., Management, Leadership, Business Analysis, Credit, Cash Flow, Team Building, Risk Management
Education
Liberty University 2015 — 2016
Master of Science (MS), Accounting
Averett University 1991 — 1993
Master, Business Administration
Liberty University 1988 — 1991
Bachelor of Science, Accounting
Bank of America Merrill Lynch March 2014 - Present
Pionear Recruiting August 2013 - March 2014
CDW December 2012 - March 2013
Aon Hewitt September 2008 - September 2011
National City Mortgage/Countrywide Home Loans/American Home Mortgage June 2001 - March 2008
Ambrosia Mountain, LLC 2001 - 2008
Skills
Business Process, Financial Analysis, Project Coordination, Creative Problem Solving, Change Management, Lean Initiatives, Microsoft Office, SAP, Quantitative Analysis, Profit & Loss Management, PeopleSoft, Budgeting, Payments, Excel, Banking, Inventory Management, Accounting, Requirements Analysis, Analysis, Financial Reporting, Reconciliation, Customer Relations, Accounts Payable, Customer Service, Invoicing, Payroll Taxes, Ad Hoc Reporting, Account Reconciliation, Budgets, Auditing, Strategic Financial..., Financial Statements, Finance, Microsoft Excel, Forecasting, Process Improvement, Payroll, Financial Accounting, Access, Cross-functional Team..., Internal Audit, Project Management, Business Process..., Management, Leadership, Business Analysis, Credit, Cash Flow, Team Building, Risk Management
Education
Liberty University 2015 — 2016
Master of Science (MS), Accounting
Averett University 1991 — 1993
Master, Business Administration
Liberty University 1988 — 1991
Bachelor of Science, Accounting
Francis Magona's Bank of America Merrill Lynch Experience May 2015 - July 2015
Job Commissions Analyst at Zenefits
Industry Financial Services
Experience
Zenefits (Accounting Principles) July 2015 - Present
Bank of America Merrill Lynch May 2015 - July 2015
U.S. Bank April 2014 - April 2015
Aztec May 2011 - August 2013
Arizona State University September 2009 - January 2012
Marshalls September 2004 - September 2009
Skills
Research, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, C, Photoshop, Customer Relations, Social Media, Psychologists, Forensic Psychology, Financial Accounting, Federal Government, Mathematical Statistics, Computer Industry, Research Consulting, Analysis, Finance, Teamwork, Data Entry, Communication, Marketing, Data Analysis, Social Media Marketing, Social Networking
Education
Arizona State University College of Law 2009 — 2015
Bachelor of Arts (BS), Psychology/ Sociology
Zenefits (Accounting Principles) July 2015 - Present
Bank of America Merrill Lynch May 2015 - July 2015
U.S. Bank April 2014 - April 2015
Aztec May 2011 - August 2013
Arizona State University September 2009 - January 2012
Marshalls September 2004 - September 2009
Skills
Research, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, C, Photoshop, Customer Relations, Social Media, Psychologists, Forensic Psychology, Financial Accounting, Federal Government, Mathematical Statistics, Computer Industry, Research Consulting, Analysis, Finance, Teamwork, Data Entry, Communication, Marketing, Data Analysis, Social Media Marketing, Social Networking
Education
Arizona State University College of Law 2009 — 2015
Bachelor of Arts (BS), Psychology/ Sociology
Robert E. Sternberg Robert E. Sternberg's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Babson College February 2012 - May 2013
Dow Jones July 2012 - August 2012
World Trade Financial Group June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Capital IQ, Microsoft Excel, Business Statistics, Bloomberg Terminal, Photoshop, Excel, Brainshark, elementary Java, Minitab 16, Minitab, Strategy, Financial Analysis, Financial Modeling, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Computational and Mathematical Finance, 3.8
Univerzita Karlova v Praze 2013 — 2013
Semester Program - Fall 2013, Central European Studies
Riverdale Country School 2007 — 2011
High School
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Babson College February 2012 - May 2013
Dow Jones July 2012 - August 2012
World Trade Financial Group June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Capital IQ, Microsoft Excel, Business Statistics, Bloomberg Terminal, Photoshop, Excel, Brainshark, elementary Java, Minitab 16, Minitab, Strategy, Financial Analysis, Financial Modeling, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Computational and Mathematical Finance, 3.8
Univerzita Karlova v Praze 2013 — 2013
Semester Program - Fall 2013, Central European Studies
Riverdale Country School 2007 — 2011
High School
Matt Schwartz's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Equity Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
Claudia Helguero's Bank of America Merrill Lynch Experience March 2015 - Present
Job SVP Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
John Sundborg's Bank of America Merrill Lynch Experience June 2005 - Present
Job Portfolio Management Officer at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch June 2005 - Present
Skills
Commercial Banking, Financial Analysis, Entrepreneurship, Middle Market, Credit, Loans, Risk, Underwriting, Credit Analysis, Funding, Commercial Lending, Financial Modeling, Credit Risk, Excel, Valuation, Corporate Finance, Banking, Risk Management, Cash Flow, Risk Analysis, Compliance, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
MBA, Business Management, Leadership
Babson College 2001 — 2005
BS, Business Management, Finance
Bank of America Merrill Lynch June 2005 - Present
Skills
Commercial Banking, Financial Analysis, Entrepreneurship, Middle Market, Credit, Loans, Risk, Underwriting, Credit Analysis, Funding, Commercial Lending, Financial Modeling, Credit Risk, Excel, Valuation, Corporate Finance, Banking, Risk Management, Cash Flow, Risk Analysis, Compliance, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
MBA, Business Management, Leadership
Babson College 2001 — 2005
BS, Business Management, Finance
Jo Griffiths Jo Griffiths's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Strategic Marketing Consultant
Industry Financial Services
Experience
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Debabrata Behera Debabrata Behera's Bank of America Merrill Lynch Experience July 2011 - Present
Job Sr Consulant at Hospira
Industry Computer Software
Experience
Bank of America Merrill Lynch July 2011 - Present
Education
Bangalore University 1993 — 1996
BE, electrical engineering
BGV 1985 — 1989
Bank of America Merrill Lynch July 2011 - Present
Education
Bangalore University 1993 — 1996
BE, electrical engineering
BGV 1985 — 1989
Kathlynn Cortez's Bank of America Merrill Lynch Experience October 2006 - July 2011
Job Vice President at Societe Generale
Industry Financial Services
Experience
Société Générale May 2014 - Present
JPMorgan Chase July 2011 - May 2014
Bank of America Merrill Lynch October 2006 - July 2011
Credit Suisse April 2005 - March 2006
Skills
Business Analysis, Electronic Trading, Fixed Income, Investment Banking, Trading, Unix, Trading Systems, Risk Management
Education
Ateneo de Manila University
Bachelor of Science (B.S.), Management Information Systems, General
Société Générale May 2014 - Present
JPMorgan Chase July 2011 - May 2014
Bank of America Merrill Lynch October 2006 - July 2011
Credit Suisse April 2005 - March 2006
Skills
Business Analysis, Electronic Trading, Fixed Income, Investment Banking, Trading, Unix, Trading Systems, Risk Management
Education
Ateneo de Manila University
Bachelor of Science (B.S.), Management Information Systems, General
Brandon Wilton Brandon Wilton's Bank of America Merrill Lynch Experience July 2012 - Present
Job Help Desk Analyst at Merrill Lynch/Bank of America
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2012 - Present
T & T Repairs August 2010 - July 2012
Muller Toyota August 2008 - August 2010
James Toyota Scion October 2006 - August 2008
Skills
Troubleshooting, Computer Hardware, Active Directory, Windows Server, Windows, Operating Systems, Windows 7, Java, SDLC, Requirements Analysis, ITIL, JavaScript, Servers, Business Analysis, HTML, Network Security, Oracle, MySQL, Linux, SQL, Unix, XML, Microsoft SQL Server, XP, ASP.NET, Databases, Android, Windows 10, Windows 8.1, Microsoft Exchange, Citrix, Citrix XenDesktop
Education
Rutgers University-New Brunswick 2014 — 2019
Computer Science, Computer Science
Raritan Valley Community College 2010 — 2013
Associate of Arts and Sciences (AAS), Information Technology
Automotive Training Center 2005 — 2007
Repair Degree, Automobile/Automotive Mechanics Technology/Technician
Bank of America Merrill Lynch July 2012 - Present
T & T Repairs August 2010 - July 2012
Muller Toyota August 2008 - August 2010
James Toyota Scion October 2006 - August 2008
Skills
Troubleshooting, Computer Hardware, Active Directory, Windows Server, Windows, Operating Systems, Windows 7, Java, SDLC, Requirements Analysis, ITIL, JavaScript, Servers, Business Analysis, HTML, Network Security, Oracle, MySQL, Linux, SQL, Unix, XML, Microsoft SQL Server, XP, ASP.NET, Databases, Android, Windows 10, Windows 8.1, Microsoft Exchange, Citrix, Citrix XenDesktop
Education
Rutgers University-New Brunswick 2014 — 2019
Computer Science, Computer Science
Raritan Valley Community College 2010 — 2013
Associate of Arts and Sciences (AAS), Information Technology
Automotive Training Center 2005 — 2007
Repair Degree, Automobile/Automotive Mechanics Technology/Technician
Ian Nathan Somosa's Bank of America Merrill Lynch Experience July 2013 - April 2015
Job Software Developer at Raymond James
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2013 - April 2015
IBM April 2011 - June 2011
Skills
MySQL, Java, Systems Analysis, IT Strategy, C#, Troubleshooting, SQL, Unix, Oracle SQL Developer, Unix Shell Scripting, HTML, CSS, Business Analysis, PHP, Microsoft SQL Server, Databases, Python, JavaScript, Web Development, XML, UML, Software Development, Project Management, Photoshop, Dreamweaver, Microsoft Office, Visio, Agile Methodologies, Scrum, Programming, jQuery, SDLC, SSRS, Shell Scripting
Education
Ateneo de Manila University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, Specialization in Enterprise Systems, Minor in Management
Philippine Christian Gospel School (Kian Kee) 2004 — 2008
Bank of America Merrill Lynch July 2013 - April 2015
IBM April 2011 - June 2011
Skills
MySQL, Java, Systems Analysis, IT Strategy, C#, Troubleshooting, SQL, Unix, Oracle SQL Developer, Unix Shell Scripting, HTML, CSS, Business Analysis, PHP, Microsoft SQL Server, Databases, Python, JavaScript, Web Development, XML, UML, Software Development, Project Management, Photoshop, Dreamweaver, Microsoft Office, Visio, Agile Methodologies, Scrum, Programming, jQuery, SDLC, SSRS, Shell Scripting
Education
Ateneo de Manila University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, Specialization in Enterprise Systems, Minor in Management
Philippine Christian Gospel School (Kian Kee) 2004 — 2008
Julian C. Olarte's Bank of America Merrill Lynch Experience August 2015 - Present
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2012 - July 2015
Babson Horn Library February 2010 - July 2012
Canon USA May 2011 - August 2011
The Hanover Insurance Group January 2011 - May 2011
Decal Designs January 2009 - May 2011
Henry Street Settlement June 2008 - August 2008
Skills
Bloomberg Terminal, Research, PowerPoint, Excel, Analysis, Management Consulting, Business Strategy, Microsoft Excel, Market Research, Data Analysis, Management, Competitive Analysis
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Strategic Management & Global Business Management
École des Hautes Études Commerciales (HEC Paris) 2010 — 2010
BS - Exchange Program, Business Administration
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2012 - July 2015
Babson Horn Library February 2010 - July 2012
Canon USA May 2011 - August 2011
The Hanover Insurance Group January 2011 - May 2011
Decal Designs January 2009 - May 2011
Henry Street Settlement June 2008 - August 2008
Skills
Bloomberg Terminal, Research, PowerPoint, Excel, Analysis, Management Consulting, Business Strategy, Microsoft Excel, Market Research, Data Analysis, Management, Competitive Analysis
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Strategic Management & Global Business Management
École des Hautes Études Commerciales (HEC Paris) 2010 — 2010
BS - Exchange Program, Business Administration
David R. Tremblay's Bank of America Merrill Lynch Experience 2004 - Present
Job SVP, Executive Client Development Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2004 - Present
FleetBoston Financial 1990 - 2004
Education
Babson College 1982 — 1986
Bank of America Merrill Lynch 2004 - Present
FleetBoston Financial 1990 - 2004
Education
Babson College 1982 — 1986
Christian Fleming Christian Fleming's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Babson College August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Moody’s Corporation June 2012 - August 2012
Beaver Wrap November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Minitab, Public Speaking, Management, Research, Leadership, Entrepreneurship, Social Media, Data Analysis, Finance, Financial Modeling
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management, 3.93
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course Program (Study Abroad), Finance
Brooklyn College Academy 2007 — 2011
Advanced Regents Diploma, Regular/General High School/Secondary Diploma Program, 97.6
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Babson College August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Moody’s Corporation June 2012 - August 2012
Beaver Wrap November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Minitab, Public Speaking, Management, Research, Leadership, Entrepreneurship, Social Media, Data Analysis, Finance, Financial Modeling
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management, 3.93
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course Program (Study Abroad), Finance
Brooklyn College Academy 2007 — 2011
Advanced Regents Diploma, Regular/General High School/Secondary Diploma Program, 97.6
Nelanka Perera's Bank of America Merrill Lynch Experience June 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Credit Suisse October 2007 - June 2014
Goldman Sachs February 2001 - August 2007
Delphi Automotive Systems August 1999 - February 2001
Skills
Scala, Java, C++, Git, Unix, Linux, Multithreading, Agile Methodologies, SQL
Education
University of Illinois at Urbana-Champaign 1999 — 2000
Ball State University 1995 — 1999
B.S.
Vestal Central High School 1991 — 1995
Regents Diploma
Bank of America Merrill Lynch June 2014 - Present
Credit Suisse October 2007 - June 2014
Goldman Sachs February 2001 - August 2007
Delphi Automotive Systems August 1999 - February 2001
Skills
Scala, Java, C++, Git, Unix, Linux, Multithreading, Agile Methodologies, SQL
Education
University of Illinois at Urbana-Champaign 1999 — 2000
Ball State University 1995 — 1999
B.S.
Vestal Central High School 1991 — 1995
Regents Diploma
David Notkin's Bank of America Merrill Lynch Experience February 1994 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 1994 - Present
Bear, Stearns & Co. February 1992 - February 1994
Standard & Poor's October 1988 - January 1992
Skills
Investment Banking, Fixed Income, Capital Markets, Investments, Derivatives, Asset Management, Financial Modeling, Securities, Mortgage Lending, Equities, Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Marketing
Bank of America Merrill Lynch February 1994 - Present
Bear, Stearns & Co. February 1992 - February 1994
Standard & Poor's October 1988 - January 1992
Skills
Investment Banking, Fixed Income, Capital Markets, Investments, Derivatives, Asset Management, Financial Modeling, Securities, Mortgage Lending, Equities, Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Marketing
Andrew Keel's Bank of America Merrill Lynch Experience February 2010 - May 2010
Job Brand Manager at BrandCo
Industry Design
Experience
BrandCo, LLC September 2011 - Present
Sanford Health May 2010 - September 2010
Bank of America Merrill Lynch February 2010 - May 2010
Wells Fargo May 2009 - September 2009
Skills
Sales Management, Sales Operations, Direct Sales, Sales Support, Account Management, Event Management, Product Management, Brand Developement, Marketing Strategy, Management, Brand Development, Real Estate, CRM, Sales, Marketing, Social Media Marketing, Brand Management, Advertising, Online Marketing, Email Marketing, Customer Service, Marketing Communications, Online Advertising, Social Networking, Direct Marketing, Trade Shows, Selling, Branding, Branding & Identity
Education
Augustana College (SD) 2006 — 2010
Bachelor of Arts degree with Management and Marketing emphasis, Business Administration
Winter Springs High School 2002 — 2006
High School Diploma, General Studies
BrandCo, LLC September 2011 - Present
Sanford Health May 2010 - September 2010
Bank of America Merrill Lynch February 2010 - May 2010
Wells Fargo May 2009 - September 2009
Skills
Sales Management, Sales Operations, Direct Sales, Sales Support, Account Management, Event Management, Product Management, Brand Developement, Marketing Strategy, Management, Brand Development, Real Estate, CRM, Sales, Marketing, Social Media Marketing, Brand Management, Advertising, Online Marketing, Email Marketing, Customer Service, Marketing Communications, Online Advertising, Social Networking, Direct Marketing, Trade Shows, Selling, Branding, Branding & Identity
Education
Augustana College (SD) 2006 — 2010
Bachelor of Arts degree with Management and Marketing emphasis, Business Administration
Winter Springs High School 2002 — 2006
High School Diploma, General Studies
Jason Last Jason Last's Bank of America Merrill Lynch Experience May 2015 - Present
Job VP, Client Manager, Global Commercial Banking
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2014 - May 2015
Bank of America May 2013 - July 2014
Bank of America February 2013 - April 2013
Bank of America June 2012 - January 2013
Desert Lighting Associates (B2B Sales Agency) March 2009 - May 2012
Philips Lighting - Philips Lightolier January 2008 - February 2009
Skills
Project Management, Strategic Planning, Marketing Strategy, Negotiation, Business Development, Leadership, Sales Management, New Business Development, Marketing, Business Strategy, Financial Analysis, Microsoft Office, Market Research, Team Leadership, Process Improvement, Product Marketing, Entrepreneurship, Product Management, Management, Program Management, Sales, Cross-functional Team..., Business Analysis, Finance, Analysis, Forecasting, Customer Service, Product Development, Time Management, Budgets, Competitive Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Arizona
BA, Political Science
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch August 2014 - May 2015
Bank of America May 2013 - July 2014
Bank of America February 2013 - April 2013
Bank of America June 2012 - January 2013
Desert Lighting Associates (B2B Sales Agency) March 2009 - May 2012
Philips Lighting - Philips Lightolier January 2008 - February 2009
Skills
Project Management, Strategic Planning, Marketing Strategy, Negotiation, Business Development, Leadership, Sales Management, New Business Development, Marketing, Business Strategy, Financial Analysis, Microsoft Office, Market Research, Team Leadership, Process Improvement, Product Marketing, Entrepreneurship, Product Management, Management, Program Management, Sales, Cross-functional Team..., Business Analysis, Finance, Analysis, Forecasting, Customer Service, Product Development, Time Management, Budgets, Competitive Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Arizona
BA, Political Science
Lee Macon Lee Macon's Bank of America Merrill Lynch Experience January 2011 - April 2013
Job Revenue Commissioner of Elmore County
Industry Government Administration
Experience
Elmore County April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Skills
Finance, Financial Analysis, Banking, Management, Financial Reporting, Strategic Planning, Microsoft Excel, Tax, Forecasting, CPA, Municipal Bonds, Financial Accounting, Series 63, Property Tax, Appraisals
Education
Auburn University at Montgomery 2002 — 2004
B.S., Finance
University of Alabama 1998 — 1999
University of Alabama 1995 — 1995
Elmore County April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Skills
Finance, Financial Analysis, Banking, Management, Financial Reporting, Strategic Planning, Microsoft Excel, Tax, Forecasting, CPA, Municipal Bonds, Financial Accounting, Series 63, Property Tax, Appraisals
Education
Auburn University at Montgomery 2002 — 2004
B.S., Finance
University of Alabama 1998 — 1999
University of Alabama 1995 — 1995
Joelle A. Moyer Joelle A. Moyer's Bank of America Merrill Lynch Experience 1989 - 2015
Job SVP, Sr Client Manager at Bank of America
Industry Banking
Experience
Bank of America December 2013 - Present
Bank of America Merrill Lynch 1989 - 2015
Bank of America Merrill Lynch 1989 - 2015
Citizens Bank June 2009 - December 2013
Bank of America June 2004 - June 2009
Bank of America/ Fleet Bank April 2003 - May 2004
Precious Metals May 1999 - April 2003
Precious Metals May 1997 - May 1999
Bank of America/ Fleet Bank September 1994 - May 1997
Corporate Trust April 1991 - September 1994
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Risk Management, Relationship Management, Commercial Lending, Finance, CRM, Business Development, Leadership, Management, Strategy, Small Business Lending
Education
Bryant College 1990 — 1994
MBA- Finance, Finance
State University of New York
Bachelor of Science Degree, Mathematics
Babson College
Citizens Executive Leadership Training
Bank of America December 2013 - Present
Bank of America Merrill Lynch 1989 - 2015
Bank of America Merrill Lynch 1989 - 2015
Citizens Bank June 2009 - December 2013
Bank of America June 2004 - June 2009
Bank of America/ Fleet Bank April 2003 - May 2004
Precious Metals May 1999 - April 2003
Precious Metals May 1997 - May 1999
Bank of America/ Fleet Bank September 1994 - May 1997
Corporate Trust April 1991 - September 1994
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Risk Management, Relationship Management, Commercial Lending, Finance, CRM, Business Development, Leadership, Management, Strategy, Small Business Lending
Education
Bryant College 1990 — 1994
MBA- Finance, Finance
State University of New York
Bachelor of Science Degree, Mathematics
Babson College
Citizens Executive Leadership Training
Paul Galliano Paul Galliano's Bank of America Merrill Lynch Experience June 2013 - Present
Job at Bank of America | Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America July 2010 - June 2013
Bank of America June 2009 - July 2010
Bank of America January 2008 - June 2009
Bank of America April 2006 - January 2008
JPMorgan Chase 2001 - 2006
WebMD 2000 - 2001
GE Capital August 1998 - February 2000
General Electric May 1997 - August 1998
GE Appliances November 1993 - May 1997
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Services, Portfolio Management, Commercial Banking, Retail Banking, Credit Cards, Relationship Management, Mortgage Banking, Event Management, Event Planning, Sales Operations, Strategic Planning, Bank Mergers, Internal Audit, Small Business Marketing, Product Marketing, Market Analysis, Marketing
Education
Vanderbilt University 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Auburn University 1986 — 1989
Bachelors of Aerospace Engineering, Aerospace Engineering
Bank of America Merrill Lynch June 2013 - Present
Bank of America July 2010 - June 2013
Bank of America June 2009 - July 2010
Bank of America January 2008 - June 2009
Bank of America April 2006 - January 2008
JPMorgan Chase 2001 - 2006
WebMD 2000 - 2001
GE Capital August 1998 - February 2000
General Electric May 1997 - August 1998
GE Appliances November 1993 - May 1997
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Services, Portfolio Management, Commercial Banking, Retail Banking, Credit Cards, Relationship Management, Mortgage Banking, Event Management, Event Planning, Sales Operations, Strategic Planning, Bank Mergers, Internal Audit, Small Business Marketing, Product Marketing, Market Analysis, Marketing
Education
Vanderbilt University 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Auburn University 1986 — 1989
Bachelors of Aerospace Engineering, Aerospace Engineering
Andrew Ficarra's Bank of America Merrill Lynch Experience January 2014 - August 2014
Job Flagship Department Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Richard Schimming Richard Schimming's Bank of America Merrill Lynch Experience August 2002 - July 2003
Job Senior Vice President American National Bank of Texas
Industry Financial Services
Experience
American National Bank of Texas January 2014 - Present
Sovereign Bank (Texas) April 2011 - January 2014
Wells Fargo July 2004 - April 2011
Bank of America July 2003 - July 2004
Bank of America Merrill Lynch August 2002 - July 2003
Bank of America April 1998 - July 2002
Bank of America November 1996 - April 1998
Skills
Commercial Banking, Credit, Banking, Loans, Finance, Cash Management, Wealth Management, Financial Services, Relationship Management, Selling, Small Business Lending, Portfolio Management, CRM, Cash Flow, Commercial Lending, Commercial Mortgages, Credit Analysis, Financial Analysis, Lines Of Credit
Education
The University of Texas at Arlington 1990 — 1996
Bachelor of Science
Arkansas State University 1988 — 1990
Wells Fargo - College of Commercial Credit 2008 — 2009
American National Bank of Texas January 2014 - Present
Sovereign Bank (Texas) April 2011 - January 2014
Wells Fargo July 2004 - April 2011
Bank of America July 2003 - July 2004
Bank of America Merrill Lynch August 2002 - July 2003
Bank of America April 1998 - July 2002
Bank of America November 1996 - April 1998
Skills
Commercial Banking, Credit, Banking, Loans, Finance, Cash Management, Wealth Management, Financial Services, Relationship Management, Selling, Small Business Lending, Portfolio Management, CRM, Cash Flow, Commercial Lending, Commercial Mortgages, Credit Analysis, Financial Analysis, Lines Of Credit
Education
The University of Texas at Arlington 1990 — 1996
Bachelor of Science
Arkansas State University 1988 — 1990
Wells Fargo - College of Commercial Credit 2008 — 2009
Benjamin Perkins's Bank of America Merrill Lynch Experience 2009 - 2011
Job Group Head and Senior Managing Director
Industry Financial Services
Experience
Ernst & Young July 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Pacific Growth Equities 1999 - 2009
Advest, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Biotechnology, Medical Devices, Life Sciences, Divestitures, Equities, Equity Research, Financial Modeling, Lifesciences, Valuation, Pharmaceutical Industry, Business Strategy, Healthcare, Mergers, Management, Mergers
Education
Babson College 1993 — 1997
BS, Economics/Finance
Ernst & Young July 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Pacific Growth Equities 1999 - 2009
Advest, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Biotechnology, Medical Devices, Life Sciences, Divestitures, Equities, Equity Research, Financial Modeling, Lifesciences, Valuation, Pharmaceutical Industry, Business Strategy, Healthcare, Mergers, Management, Mergers
Education
Babson College 1993 — 1997
BS, Economics/Finance
Deanna Morale's Bank of America Merrill Lynch Experience August 2014 - September 2015
Job Senior Designer
Industry Design
Experience
Bank of America Merrill Lynch August 2014 - September 2015
Freelance Client List February 2002 - January 2014
The Ayers Group / A Division of Kelly Services March 2013 - July 2013
NYSE Euronext June 2011 - August 2012
Ernst & Young July 2010 - November 2010
Macmillan/McGraw-Hill September 2005 - August 2009
Sanford /Newell Rubbermaid December 2004 - May 2005
Skills
Adobe Creative Suite, InDesign, Illustrator, Image Manipulation, Graphic Design, Mac, Dreamweaver, PowerPoint, Microsoft Word, Corporate Branding, Layout, Web and Multimedia, Packaging, HTML 5, HTML emails, CSS3, After Effects, Adobe Fireworks, PC, Photoshop, ePub, Bootstrap, JavaScript, jQuery, iBook Author, Wordpress Theme..., Python, Front End Web..., PHP
Education
Art Center College of Design 1995 — 1998
BFA
Art Institutes International 1993 — 1995
Associates, Advertising
Bank of America Merrill Lynch August 2014 - September 2015
Freelance Client List February 2002 - January 2014
The Ayers Group / A Division of Kelly Services March 2013 - July 2013
NYSE Euronext June 2011 - August 2012
Ernst & Young July 2010 - November 2010
Macmillan/McGraw-Hill September 2005 - August 2009
Sanford /Newell Rubbermaid December 2004 - May 2005
Skills
Adobe Creative Suite, InDesign, Illustrator, Image Manipulation, Graphic Design, Mac, Dreamweaver, PowerPoint, Microsoft Word, Corporate Branding, Layout, Web and Multimedia, Packaging, HTML 5, HTML emails, CSS3, After Effects, Adobe Fireworks, PC, Photoshop, ePub, Bootstrap, JavaScript, jQuery, iBook Author, Wordpress Theme..., Python, Front End Web..., PHP
Education
Art Center College of Design 1995 — 1998
BFA
Art Institutes International 1993 — 1995
Associates, Advertising
Shari Warren Shari Warren's Bank of America Merrill Lynch Experience February 2006 - July 2011
Job Dedicated professional committed to providing outstanding customer service.
Industry Marketing and Advertising
Experience
Byrdman Casino Trips, LLC December 2011 - August 2015
ING Direct July 2011 - December 2011
Bank of America Merrill Lynch February 2006 - July 2011
Skills
Tourism, Business Travel, Ticketing, Travel Management, Customer Service, Microsoft Excel, Sales, Leisure Travel, Hotels, Event Management, Marketing, Airlines, Flights, Microsoft Office, Airports, Outlook, Negotiation, Travel Planning, Event Planning, Marketing Strategy, Strategic Planning, Microsoft Word, Public Relations, Advertising, Editing, Team Building, Leadership, Training, Sales Management, Cash Management, Internet Banking, Investment Banking, Financial Accounting, Account Management, Tax Compliance, Data Entry, 10 Key, Fraud Claims, Interpersonal..., Focus Groups, Analytical Skills, Skilled Multi-tasker, Time Management, goal driven
Education
Art Institute of Pittsburgh 1988 — 1989
Fashion Merchandising, 3.90 GPA
Byrdman Casino Trips, LLC December 2011 - August 2015
ING Direct July 2011 - December 2011
Bank of America Merrill Lynch February 2006 - July 2011
Skills
Tourism, Business Travel, Ticketing, Travel Management, Customer Service, Microsoft Excel, Sales, Leisure Travel, Hotels, Event Management, Marketing, Airlines, Flights, Microsoft Office, Airports, Outlook, Negotiation, Travel Planning, Event Planning, Marketing Strategy, Strategic Planning, Microsoft Word, Public Relations, Advertising, Editing, Team Building, Leadership, Training, Sales Management, Cash Management, Internet Banking, Investment Banking, Financial Accounting, Account Management, Tax Compliance, Data Entry, 10 Key, Fraud Claims, Interpersonal..., Focus Groups, Analytical Skills, Skilled Multi-tasker, Time Management, goal driven
Education
Art Institute of Pittsburgh 1988 — 1989
Fashion Merchandising, 3.90 GPA
Thomas DeJarnett Thomas DeJarnett's Bank of America Merrill Lynch Experience May 2009 - November 2014
Job Mortgage Loan Officer at BB&T Mortgage
Industry Financial Services
Experience
BB&T Mortgage May 2015 - Present
Bank of America Merrill Lynch May 2009 - November 2014
Bank of America 1996 - 2009
Keller Willams Realty 1993 - 1996
Skills
Loans, Credit, Series 7, Wealth Management, Finance, Mortgage Lending, Management, Banking, Real Estate, Financial Advisory, Investment Properties, Estate Planning, Portfolio Management, Investments, Cash Management, Securities
Education
Austin Community College
Illinois Central College
Texas Tech University
BB&T Mortgage May 2015 - Present
Bank of America Merrill Lynch May 2009 - November 2014
Bank of America 1996 - 2009
Keller Willams Realty 1993 - 1996
Skills
Loans, Credit, Series 7, Wealth Management, Finance, Mortgage Lending, Management, Banking, Real Estate, Financial Advisory, Investment Properties, Estate Planning, Portfolio Management, Investments, Cash Management, Securities
Education
Austin Community College
Illinois Central College
Texas Tech University
Julie Muckleroy Julie Muckleroy's Bank of America Merrill Lynch Experience January 2015 - Present
Job Senior Vice President, EditorinChief, Global Banking & Markets at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch September 2014 - January 2015
Thomson Reuters January 2013 - May 2014
Thomson Reuters March 2012 - December 2012
Thomson Reuters October 2011 - March 2012
Thomson Reuters October 2010 - September 2011
Theorem November 2009 - September 2010
Spectra Energy January 2007 - February 2009
Transwestern 2005 - 2006
Sparks Creative Design 2000 - 2006
Skills
Strategy, Digital Strategy, Digital Marketing, Marketing Strategy, Product Marketing, Marketing Communications, Corporate Communications, Integrated Marketing, Brand Development, Lead Generation, Salesforce.com, Advertising, Marketing, E-commerce, B2B Marketing, Strategic Planning, Start-ups, B2B, Event Management, Email Marketing, Analytics, Sales Enablement, Content Development, Content Marketing, Publication Development, Social Media
Education
The Art Institute of Houston 1999 — 2001
Clear Lake Highschool 1994 — 1998
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch September 2014 - January 2015
Thomson Reuters January 2013 - May 2014
Thomson Reuters March 2012 - December 2012
Thomson Reuters October 2011 - March 2012
Thomson Reuters October 2010 - September 2011
Theorem November 2009 - September 2010
Spectra Energy January 2007 - February 2009
Transwestern 2005 - 2006
Sparks Creative Design 2000 - 2006
Skills
Strategy, Digital Strategy, Digital Marketing, Marketing Strategy, Product Marketing, Marketing Communications, Corporate Communications, Integrated Marketing, Brand Development, Lead Generation, Salesforce.com, Advertising, Marketing, E-commerce, B2B Marketing, Strategic Planning, Start-ups, B2B, Event Management, Email Marketing, Analytics, Sales Enablement, Content Development, Content Marketing, Publication Development, Social Media
Education
The Art Institute of Houston 1999 — 2001
Clear Lake Highschool 1994 — 1998
Robert DeCosta's Bank of America Merrill Lynch Experience April 2010 - Present
Job Operational Risk Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America September 2005 - August 2008
Bank of America January 2004 - September 2005
Fleet Boston Financial January 2002 - January 2004
Fleet Bank April 1997 - January 2002
Coopers & Lybrand, LLP October 1992 - April 1997
Skills
Operational Risk..., Risk Assessment, IT Risk Management, Risk Management, Financial Services, operational loss..., Scenario Analysis, Vendor Management, Banking, Wealth management..., IT Audit, Wealth management audit, Divestitures, mergers & transitions, Six Sigma, IT Strategy, Business Analysis, Process Improvement, Project Management, Change Management, SDLC, Testing, Quality Assurance, Risk reporting, Key Risk..., Regulatory Compliance, Regulator exam..., Financial Risk
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America September 2005 - August 2008
Bank of America January 2004 - September 2005
Fleet Boston Financial January 2002 - January 2004
Fleet Bank April 1997 - January 2002
Coopers & Lybrand, LLP October 1992 - April 1997
Skills
Operational Risk..., Risk Assessment, IT Risk Management, Risk Management, Financial Services, operational loss..., Scenario Analysis, Vendor Management, Banking, Wealth management..., IT Audit, Wealth management audit, Divestitures, mergers & transitions, Six Sigma, IT Strategy, Business Analysis, Process Improvement, Project Management, Change Management, SDLC, Testing, Quality Assurance, Risk reporting, Key Risk..., Regulatory Compliance, Regulator exam..., Financial Risk
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems
Liang Zhang Liang Zhang's Bank of America Merrill Lynch Experience August 2015 - Present
Job Vice President, Wellesley College Class of 2016
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Wellesley College August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Wellesley College January 2013 - December 2014
J.P. Morgan November 2014 - November 2014
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
Bank of America Merrill Lynch May 2014 - May 2014
The Blackstone Group April 2014 - April 2014
Skills
Java, Quantitative Research, Microsoft Office, Programming, Data Analysis, Stata, Statistics, Econometrics, Spanish, Photoshop, Social Media, Marketing, Adobe Audition, Prezi
Education
Wellesley College 2012 — 2016
Bachelors Degree, Economics Mathematics, 3.92/4.0
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Cross-Registration Program between Wellesley College and MIT, Finance, General
Babson College 2014 — 2014
Cross-Registration program for Wellesley-Babson-Olin, Accounting
Bank of America Merrill Lynch GBAM 2014 — 2014
Finance Summer Learning Series
The 2nd High School Attached to Beijing Normal University 2009 — 2012
High School Diploma, General Studies, GPA 93/100 SAT 2200/2400
Bank of America Merrill Lynch August 2015 - Present
Wellesley College August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Wellesley College January 2013 - December 2014
J.P. Morgan November 2014 - November 2014
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
Bank of America Merrill Lynch May 2014 - May 2014
The Blackstone Group April 2014 - April 2014
Skills
Java, Quantitative Research, Microsoft Office, Programming, Data Analysis, Stata, Statistics, Econometrics, Spanish, Photoshop, Social Media, Marketing, Adobe Audition, Prezi
Education
Wellesley College 2012 — 2016
Bachelors Degree, Economics Mathematics, 3.92/4.0
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Cross-Registration Program between Wellesley College and MIT, Finance, General
Babson College 2014 — 2014
Cross-Registration program for Wellesley-Babson-Olin, Accounting
Bank of America Merrill Lynch GBAM 2014 — 2014
Finance Summer Learning Series
The 2nd High School Attached to Beijing Normal University 2009 — 2012
High School Diploma, General Studies, GPA 93/100 SAT 2200/2400
Rimita Saravanan's Bank of America Merrill Lynch Experience September 2007 - Present
Job AVP at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2007 - Present
JP Morgan Chase January 2006 - September 2007
Skills
Veritas Cluster Server, Sybase, Unix, Vendor Management, Autosys, Oracle, ITIL, AIX, Investment Banking, Business Analysis, SDLC, Solaris, Unix Shell Scripting, HP-UX, Electronic Trading, Trading Systems, Credit Derivatives, IBM AIX, Red Hat Linux, Oracle RAC, Middle Office, Software Project..., Enterprise Architecture, Market Data, Data Center, Disaster Recovery, Shell Scripting, Performance Tuning, IT Service Management
Education
Bangalore University
Bachelor of Engineering (B.E.), Electrical and Electronics, First Class
Bank of America Merrill Lynch September 2007 - Present
JP Morgan Chase January 2006 - September 2007
Skills
Veritas Cluster Server, Sybase, Unix, Vendor Management, Autosys, Oracle, ITIL, AIX, Investment Banking, Business Analysis, SDLC, Solaris, Unix Shell Scripting, HP-UX, Electronic Trading, Trading Systems, Credit Derivatives, IBM AIX, Red Hat Linux, Oracle RAC, Middle Office, Software Project..., Enterprise Architecture, Market Data, Data Center, Disaster Recovery, Shell Scripting, Performance Tuning, IT Service Management
Education
Bangalore University
Bachelor of Engineering (B.E.), Electrical and Electronics, First Class
Danielle Meadows Danielle Meadows's Bank of America Merrill Lynch Experience March 2010 - 2014
Job Consultant
Industry Health, Wellness and Fitness
Experience
Arbonne International LLC 2014 - Present
Bank of America/ Merrill Lynch March 2010 - 2014
Alfa Insurance March 2009 - May 2010
Alfa Insurance August 2008 - March 2009
Whittelsey, Whittelsey, & Poole May 2008 - August 2008
Alabama District 27- Sen. Ted Little August 2007 - December 2007
Buttrey's Property Managment August 2004 - January 2006
Lancaster Group December 2003 - December 2005
Skills
Insurance, Microsoft Office, Administrative..., Salesforce.com, Event Planning, Budgets, Sales
Education
Auburn University 2004 — 2008
BA, Criminal Justice
Providence High
Arbonne International LLC 2014 - Present
Bank of America/ Merrill Lynch March 2010 - 2014
Alfa Insurance March 2009 - May 2010
Alfa Insurance August 2008 - March 2009
Whittelsey, Whittelsey, & Poole May 2008 - August 2008
Alabama District 27- Sen. Ted Little August 2007 - December 2007
Buttrey's Property Managment August 2004 - January 2006
Lancaster Group December 2003 - December 2005
Skills
Insurance, Microsoft Office, Administrative..., Salesforce.com, Event Planning, Budgets, Sales
Education
Auburn University 2004 — 2008
BA, Criminal Justice
Providence High
Anthony Cullen's Bank of America Merrill Lynch Experience August 2015 - Present
Job Relationship Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch January 2014 - June 2014
Westwrd Ho Country Club October 2012 - June 2014
Merrill Lynch February 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Research, Microsoft Excel, Windows
Education
Augustana College (SD) 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Andover High School 2005 — 2008
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch January 2014 - June 2014
Westwrd Ho Country Club October 2012 - June 2014
Merrill Lynch February 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Research, Microsoft Excel, Windows
Education
Augustana College (SD) 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Andover High School 2005 — 2008
Jason Fritsch, MBA, MSIM, PMP, CISSP, CGEIT Jason Fritsch, MBA, MSIM, PMP, CISSP, CGEIT's Bank of America Merrill Lynch Experience September 2010 - May 2015
Job Network Operations Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2010 - May 2015
NextPotential November 2013 - November 2014
W Holdings May 2003 - August 2010
Premiere 1 Entertainment February 2000 - May 2003
Skills
Business Intelligence, IT Service Management, Disaster Recovery, IT Strategy, Project Management, Management, Strategic Planning, Risk Management, Enterprise Risk..., Enterprise Architecture, vSphere, Solarwinds, Budgets, Process Improvement, Middleware, Virtualization, ESXi, SonicWall Firewalls, HP Blade, Active Directory, VMware ESX, Customer Service, Vendor Management, Firewalls, Dell PowerVault, Netscreen, Blades, Dell PowerEdge Servers, HP Server Hardware, IT Audit, SSAE 16, SAS70, English, HTML, Negotiation, Backup Exec, Microsoft SQL Server, Windows Server, FreeBSD, Bind, DNS Server, DHCP, Information Architecture, Computer Network..., Troubleshooting, VPN, Business Analytics, Business Strategy, Entrepreneurship, Agile Methodologies
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive Master of Business Administration, 3.65
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's Degree, Master of Science in Information Management, 4.0
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor's Degree, Bachelor of Science in Computer Information Systems, 3.84
Bank of America Merrill Lynch September 2010 - May 2015
NextPotential November 2013 - November 2014
W Holdings May 2003 - August 2010
Premiere 1 Entertainment February 2000 - May 2003
Skills
Business Intelligence, IT Service Management, Disaster Recovery, IT Strategy, Project Management, Management, Strategic Planning, Risk Management, Enterprise Risk..., Enterprise Architecture, vSphere, Solarwinds, Budgets, Process Improvement, Middleware, Virtualization, ESXi, SonicWall Firewalls, HP Blade, Active Directory, VMware ESX, Customer Service, Vendor Management, Firewalls, Dell PowerVault, Netscreen, Blades, Dell PowerEdge Servers, HP Server Hardware, IT Audit, SSAE 16, SAS70, English, HTML, Negotiation, Backup Exec, Microsoft SQL Server, Windows Server, FreeBSD, Bind, DNS Server, DHCP, Information Architecture, Computer Network..., Troubleshooting, VPN, Business Analytics, Business Strategy, Entrepreneurship, Agile Methodologies
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive Master of Business Administration, 3.65
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's Degree, Master of Science in Information Management, 4.0
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor's Degree, Bachelor of Science in Computer Information Systems, 3.84
Chia Chou Pan's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Puma January 2013 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Moody's Analytics June 2011 - August 2011
Babson College's Office of Institutional Research September 2010 - May 2011
The RadioActive Group November 2010 - April 2011
Skills
Leadership, Financial Modeling, Corporate Finance, Finance, Investment Banking, Microsoft Office, Problem Solving, Microsoft Excel, Strategic Planning, Accounting, Managerial Economics, Web Design, Mergers & Acquisitions, LBO, Equity Research, PowerPoint, Entrepreneurship, Management, Social Media, Microsoft Word, Financial Analysis, Investments, Valuation
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance, 3.9/4.0
Port Richmond High School 2006 — 2010
Advanced Regents Diploma
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Puma January 2013 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Moody's Analytics June 2011 - August 2011
Babson College's Office of Institutional Research September 2010 - May 2011
The RadioActive Group November 2010 - April 2011
Skills
Leadership, Financial Modeling, Corporate Finance, Finance, Investment Banking, Microsoft Office, Problem Solving, Microsoft Excel, Strategic Planning, Accounting, Managerial Economics, Web Design, Mergers & Acquisitions, LBO, Equity Research, PowerPoint, Entrepreneurship, Management, Social Media, Microsoft Word, Financial Analysis, Investments, Valuation
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance, 3.9/4.0
Port Richmond High School 2006 — 2010
Advanced Regents Diploma
Taiwan Holmes Taiwan Holmes's Bank of America Merrill Lynch Experience July 2014 - July 2015
Job Financial Center Manager II, Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Aeroflex March 2012 - July 2013
Target April 2011 - October 2011
DEL REY Systems & Technology, Inc October 2009 - August 2010
APEX Systems, Inc August 2008 - September 2009
Z57, Internet Solutions January 2008 - July 2008
LOGSU-1 September 2005 - October 2007
USS RONALD REAGAN (CVN-76) March 2005 - August 2005
USS RONALD REAGAN (CVN-76) May 2004 - February 2005
Skills
Leadership, Training, Management, Navy, Strategy, Logistics, Security Clearance, Government, Sales, Business Development, DoD, Defense, Software Documentation, Inventory Management, Program Management, Marketing, Cross-functional Team..., Networking, Project Planning, Customer Service, Human Resources, Military, Engineering, Operations Management, Team Building, Process Improvement, Business Intelligence, Systems Engineering, Testing, Contract Negotiation, Strategic Sourcing, Finance, Recruiting, Team Leadership, Analysis, Integration, Six Sigma, Strategic Planning, Coaching, Profit, Supply Chain Management, Operational Planning, Budgets, Government Contracting, Hold Series 7, Sales Management, Microsoft Office, CRM
Education
Ashford University 2010 — 2012
MAED, Culturally Responsive Education
United States Naval Academy 1998 — 2002
BS, Mathematics
St. Augustine Preparatory School 1995 — 1997
Diploma
Bank of America July 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Aeroflex March 2012 - July 2013
Target April 2011 - October 2011
DEL REY Systems & Technology, Inc October 2009 - August 2010
APEX Systems, Inc August 2008 - September 2009
Z57, Internet Solutions January 2008 - July 2008
LOGSU-1 September 2005 - October 2007
USS RONALD REAGAN (CVN-76) March 2005 - August 2005
USS RONALD REAGAN (CVN-76) May 2004 - February 2005
Skills
Leadership, Training, Management, Navy, Strategy, Logistics, Security Clearance, Government, Sales, Business Development, DoD, Defense, Software Documentation, Inventory Management, Program Management, Marketing, Cross-functional Team..., Networking, Project Planning, Customer Service, Human Resources, Military, Engineering, Operations Management, Team Building, Process Improvement, Business Intelligence, Systems Engineering, Testing, Contract Negotiation, Strategic Sourcing, Finance, Recruiting, Team Leadership, Analysis, Integration, Six Sigma, Strategic Planning, Coaching, Profit, Supply Chain Management, Operational Planning, Budgets, Government Contracting, Hold Series 7, Sales Management, Microsoft Office, CRM
Education
Ashford University 2010 — 2012
MAED, Culturally Responsive Education
United States Naval Academy 1998 — 2002
BS, Mathematics
St. Augustine Preparatory School 1995 — 1997
Diploma
Shonterria Johnson Shonterria Johnson's Bank of America Merrill Lynch Experience November 2014 - Present
Job Banking Professional
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America September 2010 - Present
Skills
Banking, Customer Service, Risk Management, Credit, Financial Analysis, Business Analysis, Portfolio Management, Retail Banking, Management, Finance, Data Entry, Loans, Analysis, Payments, Accounting, Consumer Lending, Sales, Commercial Banking, Credit Analysis, Financial Services, Credit Risk, Relationship Management
Education
Atlanta Technical College 2009 — 2010
Associate's degree, Accounting
Atlanta Metropolitan College 2005 — 2006
Associate’s Degree, Business Administration and Management, General
Bank of America Merrill Lynch November 2014 - Present
Bank of America September 2010 - Present
Skills
Banking, Customer Service, Risk Management, Credit, Financial Analysis, Business Analysis, Portfolio Management, Retail Banking, Management, Finance, Data Entry, Loans, Analysis, Payments, Accounting, Consumer Lending, Sales, Commercial Banking, Credit Analysis, Financial Services, Credit Risk, Relationship Management
Education
Atlanta Technical College 2009 — 2010
Associate's degree, Accounting
Atlanta Metropolitan College 2005 — 2006
Associate’s Degree, Business Administration and Management, General
Vanessa C. Wilkins's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Wellesley College Library and Technology Services September 2012 - 2015
Bank of America June 2014 - August 2014
Brown Brothers Harriman January 2014 - January 2014
Don M. and Margaret Hilliker YMCA 2012 - 2013
Skills
Data Analysis, Customer Acquisition, Information Technology, Information Management, Marketing, Historical..., Historical Research, Environmental Issues, Blogging, Quantitative Research, Leadership, Organizational..., Group Work, Interdisciplinary..., Interdisciplinary..., Trend Analysis, Social Media, Research, Event Planning, Teaching, Editing, Microsoft Office, Fundraising, Qualitative Research, Writing
Education
Wellesley College 2011 — 2015
Bachelor's degree, History
Babson College 2014 — 2014
Benjamin Logan High School 2008 — 2011
Bank of America Merrill Lynch July 2015 - Present
Wellesley College Library and Technology Services September 2012 - 2015
Bank of America June 2014 - August 2014
Brown Brothers Harriman January 2014 - January 2014
Don M. and Margaret Hilliker YMCA 2012 - 2013
Skills
Data Analysis, Customer Acquisition, Information Technology, Information Management, Marketing, Historical..., Historical Research, Environmental Issues, Blogging, Quantitative Research, Leadership, Organizational..., Group Work, Interdisciplinary..., Interdisciplinary..., Trend Analysis, Social Media, Research, Event Planning, Teaching, Editing, Microsoft Office, Fundraising, Qualitative Research, Writing
Education
Wellesley College 2011 — 2015
Bachelor's degree, History
Babson College 2014 — 2014
Benjamin Logan High School 2008 — 2011
Deleon Brian's Bank of America Merrill Lynch Experience March 2015 - Present
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - February 2015
Beaver Running Club September 2012 - May 2014
Babson College January 2011 - May 2014
Babson College January 2011 - May 2014
The Cogsville Group June 2013 - August 2013
Town Sports International April 2013 - June 2013
Skills
Higher Education, Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Data Analysis, Entrepreneurship, Nonprofits, Market Research, Microsoft Word, Strategic Planning, Statistics, Student Development, Finance, Investments, Leadership, Capital IQ, Real Estate, Private Equity, Real Estate Private..., Financial Analysis, Valuation
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Peddie School 2007 — 2010
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - February 2015
Beaver Running Club September 2012 - May 2014
Babson College January 2011 - May 2014
Babson College January 2011 - May 2014
The Cogsville Group June 2013 - August 2013
Town Sports International April 2013 - June 2013
Skills
Higher Education, Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Data Analysis, Entrepreneurship, Nonprofits, Market Research, Microsoft Word, Strategic Planning, Statistics, Student Development, Finance, Investments, Leadership, Capital IQ, Real Estate, Private Equity, Real Estate Private..., Financial Analysis, Valuation
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Peddie School 2007 — 2010
Preetham Talla Preetham Talla's Bank of America Merrill Lynch Experience July 2015 - Present
Job Senior Consultant at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch July 2015 - Present
AIG September 2012 - Present
Chartis September 2009 - September 2012
Munich Re America March 2008 - September 2009
Freddie Mac May 2007 - March 2008
IBM Global Business Services December 2003 - May 2007
TCS September 1998 - December 2003
GE Industrial Systems 1999 - 2001
BEML- Bangalore, INDIA November 1996 - August 1998
Skills
Datastage 8.1, Quality Stage, Fast Track, Data Modeling, Business Glossary, DB2, IBM Mainframe, Oracle 9i, SAP GL, Process Integration, Talent Management, Process Improvement, Project Delivery, SDLC, Project Management, Data Warehousing, Solution Architecture, Business Process, Requirements Analysis, ETL, Requirements Gathering, Integration, Business Analysis, Business Intelligence, ERP, Software Project..., Consulting, PL/SQL, Master Data Management
Education
Bangalore University 1992 — 1996
Bacheloar in Engineering
Bank of America Merrill Lynch July 2015 - Present
AIG September 2012 - Present
Chartis September 2009 - September 2012
Munich Re America March 2008 - September 2009
Freddie Mac May 2007 - March 2008
IBM Global Business Services December 2003 - May 2007
TCS September 1998 - December 2003
GE Industrial Systems 1999 - 2001
BEML- Bangalore, INDIA November 1996 - August 1998
Skills
Datastage 8.1, Quality Stage, Fast Track, Data Modeling, Business Glossary, DB2, IBM Mainframe, Oracle 9i, SAP GL, Process Integration, Talent Management, Process Improvement, Project Delivery, SDLC, Project Management, Data Warehousing, Solution Architecture, Business Process, Requirements Analysis, ETL, Requirements Gathering, Integration, Business Analysis, Business Intelligence, ERP, Software Project..., Consulting, PL/SQL, Master Data Management
Education
Bangalore University 1992 — 1996
Bacheloar in Engineering
David Kelman David Kelman's Bank of America Merrill Lynch Experience 2001 - 2003
Job Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Todd Chaffer Todd Chaffer's Bank of America Merrill Lynch Experience August 2015 - Present
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
First Midwest Bank July 2013 - August 2015
1st Security Bank January 2008 - June 2013
First Farmers State Bank June 2001 - January 2008
Central Illinois Bank December 1998 - June 2001
National City Bank May 1997 - December 1998
Skills
Commercial Lending, Agribusiness, C&I Lending, Agriculture, Treasury Management, Working Capital..., Lease Financing, Financial Statement..., Relationship Management, Portfolio Management, Risk Assessment, Consumer Lending, Due Diligence, Credit Analysis, Loans, Budgets, Cash Flow, SBA, Team Building, New Business Development, Real Estate
Education
Augustana College 1993 — 1997
BA, Finance
Dee-Mack High School 1989 — 1993
Bank of America Merrill Lynch August 2015 - Present
First Midwest Bank July 2013 - August 2015
1st Security Bank January 2008 - June 2013
First Farmers State Bank June 2001 - January 2008
Central Illinois Bank December 1998 - June 2001
National City Bank May 1997 - December 1998
Skills
Commercial Lending, Agribusiness, C&I Lending, Agriculture, Treasury Management, Working Capital..., Lease Financing, Financial Statement..., Relationship Management, Portfolio Management, Risk Assessment, Consumer Lending, Due Diligence, Credit Analysis, Loans, Budgets, Cash Flow, SBA, Team Building, New Business Development, Real Estate
Education
Augustana College 1993 — 1997
BA, Finance
Dee-Mack High School 1989 — 1993
Whitney Trimble's Bank of America Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2012 - Present
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Equities, Long Term Care Insurance, Life Insurance, Annuity Sales, Health Insurance, Mortgage Marketing, Customer Service, Leadership
Education
Ball State University 2005 — 2008
Bachelor of Arts (BA), International Business
Belmont University 2004 — 2005
Bachelor of Arts (BA), International Business
Bank of America Merrill Lynch 2012 - Present
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Equities, Long Term Care Insurance, Life Insurance, Annuity Sales, Health Insurance, Mortgage Marketing, Customer Service, Leadership
Education
Ball State University 2005 — 2008
Bachelor of Arts (BA), International Business
Belmont University 2004 — 2005
Bachelor of Arts (BA), International Business
Edward / 劉英碩/ 유영석, Yu Edward / 劉英碩/ 유영석, Yu's Bank of America Merrill Lynch Experience July 1998 - August 1999
Job Senior Associate Director at University of Virginia Darden School of Business
Industry Education Management
Experience
University of Virginia Darden School of Business May 2015 - Present
University of Virginia Darden School of Business January 2011 - May 2015
University of Virginia Darden School of Business October 2005 - January 2011
McCombs School of Business August 2003 - October 2005
Guidant Corporation/ Boston Scientific June 2002 - August 2002
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston September 1999 - August 2000
Bank of America Merrill Lynch July 1998 - August 1999
JP Morgan August 1997 - July 1998
Skills
Career Counseling, Career Development, Career Assessment, Emerging Markets, Finance, Career Management, Recruiting, Portfolio Management, Program Management, Investments, Project Management, Strategy, Job Search Strategies, Derivatives, Resume Writing, Business Strategy, Economics, Mock Interviews, Competitive Analysis, Interviews, Alumni Relations, MBTI, Trading, Financial Analysis, Coaching, Accounting, Cover Letters, Benchmarking, Interview Prep, Highly Adaptable, Problem Solving, Conference Presentations, Organizational Behavior, Global Business..., Crisis Communications, Korean, Cross-border..., Cross-cultural, Graduate Recruitment, Mentoring Of Staff, Financial Modeling
Education
University of Virginia 2006 — 2013
Graduate Courses, Educational Psychology
Australian Graduate School of Management 2003 — 2003
MBA, International Exchange, Organizational Behavior, Negotiations, Services Marketing
The University of Chicago Booth School of Business 2001 — 2003
MBA, Accounting, Managerial and Organizational Behavior
University of Pennsylvania 1995 — 1997
BA, Major in Economics, Minor in Asian History Studies
University of Oxford 1995 — 1995
BA, International Exchange (New College), Economics, English
Bowdoin College 1993 — 1995
BA, Economics, Minor in East Asian Studies
Blair Academy 1990 — 1993
High School Degree
Whimoon High School, Seoul 1989 — 1990
High School
University of Virginia Darden School of Business May 2015 - Present
University of Virginia Darden School of Business January 2011 - May 2015
University of Virginia Darden School of Business October 2005 - January 2011
McCombs School of Business August 2003 - October 2005
Guidant Corporation/ Boston Scientific June 2002 - August 2002
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston September 1999 - August 2000
Bank of America Merrill Lynch July 1998 - August 1999
JP Morgan August 1997 - July 1998
Skills
Career Counseling, Career Development, Career Assessment, Emerging Markets, Finance, Career Management, Recruiting, Portfolio Management, Program Management, Investments, Project Management, Strategy, Job Search Strategies, Derivatives, Resume Writing, Business Strategy, Economics, Mock Interviews, Competitive Analysis, Interviews, Alumni Relations, MBTI, Trading, Financial Analysis, Coaching, Accounting, Cover Letters, Benchmarking, Interview Prep, Highly Adaptable, Problem Solving, Conference Presentations, Organizational Behavior, Global Business..., Crisis Communications, Korean, Cross-border..., Cross-cultural, Graduate Recruitment, Mentoring Of Staff, Financial Modeling
Education
University of Virginia 2006 — 2013
Graduate Courses, Educational Psychology
Australian Graduate School of Management 2003 — 2003
MBA, International Exchange, Organizational Behavior, Negotiations, Services Marketing
The University of Chicago Booth School of Business 2001 — 2003
MBA, Accounting, Managerial and Organizational Behavior
University of Pennsylvania 1995 — 1997
BA, Major in Economics, Minor in Asian History Studies
University of Oxford 1995 — 1995
BA, International Exchange (New College), Economics, English
Bowdoin College 1993 — 1995
BA, Economics, Minor in East Asian Studies
Blair Academy 1990 — 1993
High School Degree
Whimoon High School, Seoul 1989 — 1990
High School
Sid Kapur's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch Leveraged Finance Group
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Babson College Fund April 2013 - April 2014
Bank of America Merrill Lynch May 2013 - August 2013
Essar June 2012 - July 2012
IVSME LLC March 2011 - March 2012
Skills
Financial Modeling, Business Strategy, Venture Capital, Mergers, Management Consulting, Mergers & Acquisitions, Valuation, Business Planning, Investment Banking, Management, Bloomberg, Leadership, Financial Analysis, Bloomberg Terminal, DCF, Corporate Finance, Leveraged Finance
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Bank of America Merrill Lynch July 2014 - Present
Babson College Fund April 2013 - April 2014
Bank of America Merrill Lynch May 2013 - August 2013
Essar June 2012 - July 2012
IVSME LLC March 2011 - March 2012
Skills
Financial Modeling, Business Strategy, Venture Capital, Mergers, Management Consulting, Mergers & Acquisitions, Valuation, Business Planning, Investment Banking, Management, Bloomberg, Leadership, Financial Analysis, Bloomberg Terminal, DCF, Corporate Finance, Leveraged Finance
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Sampath Thummati Sampath Thummati's Bank of America Merrill Lynch Experience November 2014 - Present
Job VP Technology at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch November 2014 - Present
Skills
Mutual Funds, Asset Managment, R, Barra Aegis, Axioma, Business Analysis, SQL, Risk Management, Visio, Java, Quantitative Research, Portfolio Optimization, Financial Markets, Bloomberg, Market Data, Factset, QA Direct, Market QA, Equity Research, Software Project..., Software Development, Backtesting, SDLC, FX Options, Fixed Income, Enterprise Architecture, Equities, Investment Management, Portfolio Management, Asset Allocation, Financial Services, Analytics, Investments, Trading, Quantitative Investing, Alternative Investments, Performance Attribution, Bonds, Application Architecture, Investment Strategies, Asset Management, Options, Electronic Trading, Derivatives, Trading Systems, Data Warehousing, Securities, Capital Markets, Equity Trading, Quantitative Finance
Education
San Jose State University 2004 — 2006
MS
Bangalore University 1993 — 1997
BS
Bank of America Merrill Lynch November 2014 - Present
Skills
Mutual Funds, Asset Managment, R, Barra Aegis, Axioma, Business Analysis, SQL, Risk Management, Visio, Java, Quantitative Research, Portfolio Optimization, Financial Markets, Bloomberg, Market Data, Factset, QA Direct, Market QA, Equity Research, Software Project..., Software Development, Backtesting, SDLC, FX Options, Fixed Income, Enterprise Architecture, Equities, Investment Management, Portfolio Management, Asset Allocation, Financial Services, Analytics, Investments, Trading, Quantitative Investing, Alternative Investments, Performance Attribution, Bonds, Application Architecture, Investment Strategies, Asset Management, Options, Electronic Trading, Derivatives, Trading Systems, Data Warehousing, Securities, Capital Markets, Equity Trading, Quantitative Finance
Education
San Jose State University 2004 — 2006
MS
Bangalore University 1993 — 1997
BS
Jeff McLaughlin Jeff McLaughlin's Bank of America Merrill Lynch Experience January 2005 - April 2012
Job Senior Vice President Private Equity Banking Group at Citizens Bank
Industry Financial Services
Experience
Citizens Bank May 2012 - Present
Citizens Bank May 2012 - Present
Bank of America Merrill Lynch January 2005 - April 2012
Skills
CFA, Banking
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Colby College
Bachelor of Arts, Economics and Government
Citizens Bank May 2012 - Present
Citizens Bank May 2012 - Present
Bank of America Merrill Lynch January 2005 - April 2012
Skills
CFA, Banking
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Colby College
Bachelor of Arts, Economics and Government
Robert Baer Robert Baer's Bank of America Merrill Lynch Experience June 1987 - June 2013
Job Market Specialist Derivative Accounting
Industry Financial Services
Experience
Bloomberg LP December 2014 - Present
GFM Solutions Group June 2013 - December 2014
Bank of America Merrill Lynch June 1987 - June 2013
Duchossois Industries, Inc. March 1985 - March 1987
ServiceMaster June 1977 - March 1985
Skills
Hedge Accounting, Risk Management, Taxation of Derivative..., Financial Analysis, Strategic Financial..., Banking, Series 7, Mergers & Acquisitions, Derivatives, Financial Services, Capital Markets, Valuation, Hedging, Financial Markets, Finance, Financial Advisory, Financial Structuring, Accounting, Interest Rate Risk..., Financial Planning, Credit Derivatives
Education
DePaul University 1979 — 1982
Master's degree, Taxation
Augustana College 1973 — 1977
Bachelor's degree, Accounting and Business/Management
Oak Park River Forest High School 1969 — 1973
12
Bloomberg LP December 2014 - Present
GFM Solutions Group June 2013 - December 2014
Bank of America Merrill Lynch June 1987 - June 2013
Duchossois Industries, Inc. March 1985 - March 1987
ServiceMaster June 1977 - March 1985
Skills
Hedge Accounting, Risk Management, Taxation of Derivative..., Financial Analysis, Strategic Financial..., Banking, Series 7, Mergers & Acquisitions, Derivatives, Financial Services, Capital Markets, Valuation, Hedging, Financial Markets, Finance, Financial Advisory, Financial Structuring, Accounting, Interest Rate Risk..., Financial Planning, Credit Derivatives
Education
DePaul University 1979 — 1982
Master's degree, Taxation
Augustana College 1973 — 1977
Bachelor's degree, Accounting and Business/Management
Oak Park River Forest High School 1969 — 1973
12
Jeremy Milway's Bank of America Merrill Lynch Experience October 2010 - March 2012
Job Financial Performance Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank October 2013 - Present
Bank of America March 2012 - October 2013
Bank of America Merrill Lynch October 2010 - March 2012
Bank of America Merrill Lynch November 2009 - October 2010
CMC Markets November 2007 - November 2009
Citi May 2007 - November 2007
Accenture March 2004 - May 2007
Ernst & Young September 2003 - March 2004
Skills
Financial Modeling, Financial Analysis, Forecasting, Stress Testing, Budget Process, Strategic Planning, Change Management, Management Accounting, Leadership, Portfolio Management, Finance, Pricing, Competitive Analysis, Executive Management, Internal Audit, Strategy, Due Diligence, Management, Account Reconciliation, Business Analysis, Cross-functional Team..., Variance Analysis, Accounting, Auditing, Analytics, Analysis, Internal Controls, Emerging Markets, Business Planning, Cash Management
Education
Aston University 1999 — 2003
2:1, International Business and Economics
BMO Harris Bank October 2013 - Present
Bank of America March 2012 - October 2013
Bank of America Merrill Lynch October 2010 - March 2012
Bank of America Merrill Lynch November 2009 - October 2010
CMC Markets November 2007 - November 2009
Citi May 2007 - November 2007
Accenture March 2004 - May 2007
Ernst & Young September 2003 - March 2004
Skills
Financial Modeling, Financial Analysis, Forecasting, Stress Testing, Budget Process, Strategic Planning, Change Management, Management Accounting, Leadership, Portfolio Management, Finance, Pricing, Competitive Analysis, Executive Management, Internal Audit, Strategy, Due Diligence, Management, Account Reconciliation, Business Analysis, Cross-functional Team..., Variance Analysis, Accounting, Auditing, Analytics, Analysis, Internal Controls, Emerging Markets, Business Planning, Cash Management
Education
Aston University 1999 — 2003
2:1, International Business and Economics
Cheska Mauban's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Babson College January 2012 - May 2013
Babson College January 2012 - May 2013
Moody’s Corporation June 2012 - August 2012
Waste No More January 2012 - May 2012
Skills
Management, Leadership, Project Management, Sales, Microsoft Excel, PowerPoint, Finance, Social Networking, Entrepreneurship
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Babson College January 2012 - May 2013
Babson College January 2012 - May 2013
Moody’s Corporation June 2012 - August 2012
Waste No More January 2012 - May 2012
Skills
Management, Leadership, Project Management, Sales, Microsoft Excel, PowerPoint, Finance, Social Networking, Entrepreneurship
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management
Raymond Chen's Bank of America Merrill Lynch Experience December 2013 - January 2014
Job Student at Babson College
Industry Financial Services
Experience
H.I. Trading Inc. June 2012 - Present
Think Board September 2014 - Present
Aldwych Capital Partners May 2015 - August 2015
Amazon January 2015 - May 2015
China Mobile International Limited September 2014 - December 2014
Aldwych Capital Partners June 2014 - August 2014
Uber March 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
RR Donnelley September 2013 - December 2013
Boston Strong Sunglasses (EyeCare) January 2013 - September 2013
Skills
Public Speaking, Sales, Leadership, Team Leadership, Entrepreneurship, Sales Operations, Microsoft Office, Web Design, Computer Hardware, E-commerce, Social Media, Finance, Web Development, Microsoft Excel, Financial Analysis, Analysis, Research, Start-ups, HTML 5, JavaScript, CSS, Teaching, PowerPoint, Accounting, Technology
Education
Babson College 2012 — 2016
Bachelor's Degree, Finance
The Hong Kong Polytechnic University 2014 — 2014
Semester Abroad, Accounting and Finance
City University of New York-Baruch College 2012 — 2012
Brooklyn Technical High School 2008 — 2012
Computer Software Engineering
H.I. Trading Inc. June 2012 - Present
Think Board September 2014 - Present
Aldwych Capital Partners May 2015 - August 2015
Amazon January 2015 - May 2015
China Mobile International Limited September 2014 - December 2014
Aldwych Capital Partners June 2014 - August 2014
Uber March 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
RR Donnelley September 2013 - December 2013
Boston Strong Sunglasses (EyeCare) January 2013 - September 2013
Skills
Public Speaking, Sales, Leadership, Team Leadership, Entrepreneurship, Sales Operations, Microsoft Office, Web Design, Computer Hardware, E-commerce, Social Media, Finance, Web Development, Microsoft Excel, Financial Analysis, Analysis, Research, Start-ups, HTML 5, JavaScript, CSS, Teaching, PowerPoint, Accounting, Technology
Education
Babson College 2012 — 2016
Bachelor's Degree, Finance
The Hong Kong Polytechnic University 2014 — 2014
Semester Abroad, Accounting and Finance
City University of New York-Baruch College 2012 — 2012
Brooklyn Technical High School 2008 — 2012
Computer Software Engineering
Jay Tricandure's Bank of America Merrill Lynch Experience August 2009 - October 2010
Job Sr IT Executive
Industry Information Technology and Services
Experience
Indus Foundry Systems Inc. October 2002 - March 2015
Morgan Stanley March 2011 - March 2014
TheMarkets.com November 2006 - March 2011
Bank of America - Merrill Lynch August 2009 - October 2010
AllianceBernstein 2005 - 2005
Comverse 1998 - 2001
HCL Technologies 1997 - 1998
CMC Ltd 1994 - 1997
Skills
Vendor Management, Business Process..., Enterprise Architecture, Business Strategy, SDLC, Software Project..., Business Analysis, Agile & Waterfall..., Requirements Analysis, Process Improvement, Cross-functional Team..., Management, Business Intelligence, Project Portfolio..., IT Strategy, Leadership, Business Development
Education
University of Massachusetts Lowell 1999 — 2002
MBA, Business
University of Mumbai 1991 — 1994
BSc(Tech), Computer Technology
University of Mumbai 1989 — 1991
Bsc (Elect.), Physics & Electronics
Atomic Energy Central School 1985 — 1987
Indus Foundry Systems Inc. October 2002 - March 2015
Morgan Stanley March 2011 - March 2014
TheMarkets.com November 2006 - March 2011
Bank of America - Merrill Lynch August 2009 - October 2010
AllianceBernstein 2005 - 2005
Comverse 1998 - 2001
HCL Technologies 1997 - 1998
CMC Ltd 1994 - 1997
Skills
Vendor Management, Business Process..., Enterprise Architecture, Business Strategy, SDLC, Software Project..., Business Analysis, Agile & Waterfall..., Requirements Analysis, Process Improvement, Cross-functional Team..., Management, Business Intelligence, Project Portfolio..., IT Strategy, Leadership, Business Development
Education
University of Massachusetts Lowell 1999 — 2002
MBA, Business
University of Mumbai 1991 — 1994
BSc(Tech), Computer Technology
University of Mumbai 1989 — 1991
Bsc (Elect.), Physics & Electronics
Atomic Energy Central School 1985 — 1987
Justin Stroud's Bank of America Merrill Lynch Experience May 2011 - Present
Job Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Alex Naboicheck's Bank of America Merrill Lynch Experience January 2009 - Present
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch July 2008 - January 2009
Skills
Bloomberg, High Yield
Education
Babson College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Renbrook
Renbrook
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch July 2008 - January 2009
Skills
Bloomberg, High Yield
Education
Babson College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Renbrook
Renbrook
Ash Kamat's Bank of America Merrill Lynch Experience April 2003 - August 2010
Job Senior Vice President, Product Development Analytics at LCH.Clearnet
Industry Financial Services
Experience
LCH.Clearnet March 2015 - Present
RBC Capital Markets September 2010 - March 2015
Bank of America Merrill Lynch April 2003 - August 2010
Bank One October 1999 - April 2003
Skills
Interest Rate..., Capital Markets, Derivatives, FX Options, Trading, Market Risk, Swaps, Fixed Income, Risk Management, Trading Systems, Investment Banking, Equities, Market Data, Options, Financial Markets, Financial Risk, Valuation, Bloomberg, Portfolio Management
Education
City University London 2007 — 2007
CQF, Quantitative Finance
Illinois Institute of Technology 1998 — 2001
Master’s Degree, Financial Mathematics
University of Mumbai 1989 — 1991
MMS, Finanace
Banaras Hindu University 1985 — 1989
B.Tech, Electrical Engineering
LCH.Clearnet March 2015 - Present
RBC Capital Markets September 2010 - March 2015
Bank of America Merrill Lynch April 2003 - August 2010
Bank One October 1999 - April 2003
Skills
Interest Rate..., Capital Markets, Derivatives, FX Options, Trading, Market Risk, Swaps, Fixed Income, Risk Management, Trading Systems, Investment Banking, Equities, Market Data, Options, Financial Markets, Financial Risk, Valuation, Bloomberg, Portfolio Management
Education
City University London 2007 — 2007
CQF, Quantitative Finance
Illinois Institute of Technology 1998 — 2001
Master’s Degree, Financial Mathematics
University of Mumbai 1989 — 1991
MMS, Finanace
Banaras Hindu University 1985 — 1989
B.Tech, Electrical Engineering
Regina M. MacQuarrie's Bank of America Merrill Lynch Experience 2005 - 2010
Job Marketing Program Manager at State Street Global Advisors
Industry Financial Services
Experience
Fidelity Investments January 2013 - July 2013
Bank of America Merrill Lynch 2005 - 2010
Fidelity Investments 1999 - 2005
Fidelity Management Research Company 1996 - 1999
FIDELITY INVESTMENTSInstitutional Retirement Services Company 1995 - 1996
Skills
Series 7, Mutual Funds, Series 63, Relationship Management, Series 24, Wealth Management, Securities, Product Management, Portfolio Management, Financial Services, Investments, Asset Allocation, Fixed Income, Equities, Retirement, Strategic Financial..., Trading, Banking, Retirement Planning, Financial Risk, Asset Management, Competitive Analysis, Product Marketing, Financial Advisory, Alternative Investments, Investment Management, Cross-functional Team..., FINRA, Executive Management, 401k, Bonds, Capital Markets, IRAs, Market Data, Bloomberg, Risk Management, ETFs, Fixed Annuities, Back Office, Pensions, Management, Client Services, Insurance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentrations in Marketing and International Business
Boston Security Analysts Society
Graduate
College of the Holy Cross
Bachelor of Arts
Fidelity Investments January 2013 - July 2013
Bank of America Merrill Lynch 2005 - 2010
Fidelity Investments 1999 - 2005
Fidelity Management Research Company 1996 - 1999
FIDELITY INVESTMENTSInstitutional Retirement Services Company 1995 - 1996
Skills
Series 7, Mutual Funds, Series 63, Relationship Management, Series 24, Wealth Management, Securities, Product Management, Portfolio Management, Financial Services, Investments, Asset Allocation, Fixed Income, Equities, Retirement, Strategic Financial..., Trading, Banking, Retirement Planning, Financial Risk, Asset Management, Competitive Analysis, Product Marketing, Financial Advisory, Alternative Investments, Investment Management, Cross-functional Team..., FINRA, Executive Management, 401k, Bonds, Capital Markets, IRAs, Market Data, Bloomberg, Risk Management, ETFs, Fixed Annuities, Back Office, Pensions, Management, Client Services, Insurance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentrations in Marketing and International Business
Boston Security Analysts Society
Graduate
College of the Holy Cross
Bachelor of Arts
Nisha Godse's Bank of America Merrill Lynch Experience October 2014 - Present
Job Senior Technology Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Accenture February 2005 - October 2014
ExpertPlan July 1999 - August 2004
CitiStreet 1994 - 1999
Skills
CRM, Project Management, Disaster Recovery, Project Planning, Management, Testing, Requirements Analysis, SDLC, Team Management, Business Analysis, Security, Forecasting, Software Project..., Vendor Management, Requirements Gathering, Financial Services
Education
Bangalore University 1982 — 1987
B.E, Electronics Engineering
Bank of America Merrill Lynch October 2014 - Present
Accenture February 2005 - October 2014
ExpertPlan July 1999 - August 2004
CitiStreet 1994 - 1999
Skills
CRM, Project Management, Disaster Recovery, Project Planning, Management, Testing, Requirements Analysis, SDLC, Team Management, Business Analysis, Security, Forecasting, Software Project..., Vendor Management, Requirements Gathering, Financial Services
Education
Bangalore University 1982 — 1987
B.E, Electronics Engineering
Jeffrey McLane's Bank of America Merrill Lynch Experience 1996 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 1996 - Present
Education
Babson College 1992 — 1996
Bank of America Merrill Lynch 1996 - Present
Education
Babson College 1992 — 1996
Allan Kelly's Bank of America Merrill Lynch Experience March 2010 - Present
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Marci Enriquez's Bank of America Merrill Lynch Experience September 2006 - Present
Job AVP, Sales Support Associate, Public Sector Banking
Industry Banking
Experience
Bank of America Merrill Lynch September 2006 - Present
Tree Realty LLC January 2013 - Present
Bank of America 2006 - Present
Bank of America June 1981 - Present
JB Goodwin Realtors September 2006 - January 2013
Skills
Customer Service, I love working with..., Customer Satisfaction, Banking, Sales, Negotiation, Sales Management, Contract Negotiation, Microsoft Excel, Account Management, Microsoft Office, Business Development, Process Improvement, Operations Management, Marketing Strategy
Education
Austin Community College 2006 — 2006
Real Estate
El Camino College 1979 — 1983
A.A., Business Administration
Hawthorne High School 1975 — 1979
Diploma, College Prep
Bank of America Merrill Lynch September 2006 - Present
Tree Realty LLC January 2013 - Present
Bank of America 2006 - Present
Bank of America June 1981 - Present
JB Goodwin Realtors September 2006 - January 2013
Skills
Customer Service, I love working with..., Customer Satisfaction, Banking, Sales, Negotiation, Sales Management, Contract Negotiation, Microsoft Excel, Account Management, Microsoft Office, Business Development, Process Improvement, Operations Management, Marketing Strategy
Education
Austin Community College 2006 — 2006
Real Estate
El Camino College 1979 — 1983
A.A., Business Administration
Hawthorne High School 1975 — 1979
Diploma, College Prep
Stephen Richins MBA's Bank of America Merrill Lynch Experience December 2012 - July 2014
Job Middle Market Banker at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2014 - Present
BANK OF AMERICA MERRILL LYNCH December 2012 - July 2014
Bank of America January 2012 - December 2012
Bank of America December 2006 - January 2012
BANK OF AMERICAArizona January 2002 - December 2006
Skills
Commercial Lending, Treasury Management, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Banking, Asset Based Lending, Cash Management, Portfolio Management, Relationship Management, Management, Mortgage Lending, Consumer Lending, Sales
Education
Grand Canyon University 2003 — 2005
MBA, Finance
Arizona State University, W. P. Carey School of Business 1998 — 2002
Business Management
Comerica Bank August 2014 - Present
BANK OF AMERICA MERRILL LYNCH December 2012 - July 2014
Bank of America January 2012 - December 2012
Bank of America December 2006 - January 2012
BANK OF AMERICAArizona January 2002 - December 2006
Skills
Commercial Lending, Treasury Management, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Banking, Asset Based Lending, Cash Management, Portfolio Management, Relationship Management, Management, Mortgage Lending, Consumer Lending, Sales
Education
Grand Canyon University 2003 — 2005
MBA, Finance
Arizona State University, W. P. Carey School of Business 1998 — 2002
Business Management
Jeff Cullen's Bank of America Merrill Lynch Experience August 2005 - January 2013
Job Managing Director at Schafer Cullen / Cullen Funds
Industry Financial Services
Experience
Schafer Cullen / Cullen Funds February 2013 - Present
Bank of America Merrill Lynch August 2005 - January 2013
John Hancock January 1999 - August 2005
PaineWebber 1993 - 1996
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Asset Allocation, Product Management, Program Management, Management, Insurance, Series 24, Series 63, Series 51, Series 66, International Business
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Entrepreneurship and Marketing
Fairfield University 1989 — 1993
Bachelor of Science (B.S.), Finance
Schafer Cullen / Cullen Funds February 2013 - Present
Bank of America Merrill Lynch August 2005 - January 2013
John Hancock January 1999 - August 2005
PaineWebber 1993 - 1996
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Asset Allocation, Product Management, Program Management, Management, Insurance, Series 24, Series 63, Series 51, Series 66, International Business
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Entrepreneurship and Marketing
Fairfield University 1989 — 1993
Bachelor of Science (B.S.), Finance
Narendra Kirthi's Bank of America Merrill Lynch Experience April 2009 - Present
Job Portal and Web consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2009 - Present
Allstate Insurance April 2008 - March 2011
IBM 2007 - 2009
Thrivent Financial May 2006 - February 2008
HCL Technologies Ltd 2003 - 2005
Infobyte Software Solutions 1999 - 2002
Education
Bangalore University
Bank of America Merrill Lynch April 2009 - Present
Allstate Insurance April 2008 - March 2011
IBM 2007 - 2009
Thrivent Financial May 2006 - February 2008
HCL Technologies Ltd 2003 - 2005
Infobyte Software Solutions 1999 - 2002
Education
Bangalore University
Christopher Renyi's Bank of America Merrill Lynch Experience 2006 - June 2013
Job Vice President, Huntington Bank
Industry Banking
Experience
The Huntington National Bank July 2013 - Present
Bank of America Merrill Lynch 2006 - June 2013
Bank of America Merrill Lynch 2004 - 2006
Forrester Research 1999 - 2002
Bowne September 1997 - 1999
Skills
Valuation, Financial Modeling, Credit, Financial Analysis, Credit Analysis, Risk Management, Portfolio Management, Banking, Investment Banking, Corporate Finance, Strategy, Financial Services, Capital Markets, Investments, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Bates College 1993 — 1997
BA, English & Economics
The Huntington National Bank July 2013 - Present
Bank of America Merrill Lynch 2006 - June 2013
Bank of America Merrill Lynch 2004 - 2006
Forrester Research 1999 - 2002
Bowne September 1997 - 1999
Skills
Valuation, Financial Modeling, Credit, Financial Analysis, Credit Analysis, Risk Management, Portfolio Management, Banking, Investment Banking, Corporate Finance, Strategy, Financial Services, Capital Markets, Investments, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Bates College 1993 — 1997
BA, English & Economics
Paul Stanislawzyk, CFA's Bank of America Merrill Lynch Experience October 2000 - Present
Job Managing Director
Industry Capital Markets
Experience
Bank of America Merrill Lynch October 2000 - Present
BTM Capital December 1997 - October 2000
John Hancock January 1989 - December 1997
Skills
Credit Analysis, Credit Risk, Structured Finance, Trading, Financial Services, Finance, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Masters in Business Administration, Finance
Unniversity of Massachusetts 1983 — 1987
Bachelor of Arts, Economics
Bank of America Merrill Lynch October 2000 - Present
BTM Capital December 1997 - October 2000
John Hancock January 1989 - December 1997
Skills
Credit Analysis, Credit Risk, Structured Finance, Trading, Financial Services, Finance, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Masters in Business Administration, Finance
Unniversity of Massachusetts 1983 — 1987
Bachelor of Arts, Economics
Patrick Folan's Bank of America Merrill Lynch Experience March 2011 - March 2013
Job Executive Director, Senior Vice President at J. P. Morgan
Industry Financial Services
Experience
J. P. Morgan November 2014 - Present
Bank of America April 2013 - October 2014
Bank of America Merrill Lynch March 2011 - March 2013
Visa March 2010 - December 2010
Symantec 2008 - 2009
AT&T March 2007 - May 2008
AT&T January 2003 - February 2007
AT&T January 1997 - December 2002
Skills
Telecommunications, Product Management, Program Management, Process Improvement, Business Strategy, Change Management, Management, Project Management, Outsourcing, Strategic Planning, Product Development, Team Management, Strategy, Business Process..., Team Building, Sales Management, B2B, Data Center, Managed Services, Sales, Vendor Management, Strategic Partnerships, Cloud Computing, SDLC, Mobile Devices, Product Marketing, Solution Selling, Cross-functional Team..., Business Analysis, Business Development, Wireless, Account Management, Contract Negotiation, Risk Management, VoIP, Leadership, Business Planning, Operations Management, Integration, Professional Services, Security, Business Intelligence, Analysis, Consulting, ITIL, IT Service Management, Six Sigma, Governance, CRM, Business Transformation
Education
Harvard Business School Executive Education 2014 — 2014
Leadership Development Program
Assumption College 1981 — 1985
BA, Economic and Finance
Beaver Country Day School
J. P. Morgan November 2014 - Present
Bank of America April 2013 - October 2014
Bank of America Merrill Lynch March 2011 - March 2013
Visa March 2010 - December 2010
Symantec 2008 - 2009
AT&T March 2007 - May 2008
AT&T January 2003 - February 2007
AT&T January 1997 - December 2002
Skills
Telecommunications, Product Management, Program Management, Process Improvement, Business Strategy, Change Management, Management, Project Management, Outsourcing, Strategic Planning, Product Development, Team Management, Strategy, Business Process..., Team Building, Sales Management, B2B, Data Center, Managed Services, Sales, Vendor Management, Strategic Partnerships, Cloud Computing, SDLC, Mobile Devices, Product Marketing, Solution Selling, Cross-functional Team..., Business Analysis, Business Development, Wireless, Account Management, Contract Negotiation, Risk Management, VoIP, Leadership, Business Planning, Operations Management, Integration, Professional Services, Security, Business Intelligence, Analysis, Consulting, ITIL, IT Service Management, Six Sigma, Governance, CRM, Business Transformation
Education
Harvard Business School Executive Education 2014 — 2014
Leadership Development Program
Assumption College 1981 — 1985
BA, Economic and Finance
Beaver Country Day School
Richard Ginn's Bank of America Merrill Lynch Experience 1998 - Present
Job Managing Director, Investment Banking Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 1998 - Present
Lehman Brothers 2003 - 2005
KPMG US September 1990 - June 1998
Skills
Investment Banking
Education
Auckland University of Technology
ACA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Bank of America Merrill Lynch 1998 - Present
Lehman Brothers 2003 - 2005
KPMG US September 1990 - June 1998
Skills
Investment Banking
Education
Auckland University of Technology
ACA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Michael Katsas's Bank of America Merrill Lynch Experience July 2008 - Present
Job VP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2008 - Present
Skills
Project Finance, Deal Execution, Structured Finance, Renewable Energy, Energy, Financial Analysis, Capital Markets, Contract Negotiation, Financial Modeling, Term Sheets, Due Diligence, Lease Financing, Partnerships, Financial Structuring, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2008
MBA, Finance
Babson College 1996 — 2000
Bank of America Merrill Lynch July 2008 - Present
Skills
Project Finance, Deal Execution, Structured Finance, Renewable Energy, Energy, Financial Analysis, Capital Markets, Contract Negotiation, Financial Modeling, Term Sheets, Due Diligence, Lease Financing, Partnerships, Financial Structuring, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2008
MBA, Finance
Babson College 1996 — 2000
Jacinto Fernandes's Bank of America Merrill Lynch Experience August 2010 - Present
Job VP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Verizon November 2008 - August 2010
Merrill Lynch 2008 - 2008
Metlife 2006 - 2008
Verizon Wireless 2000 - 2005
Skills
Database Administration, Oracle, Disaster Recovery, Enterprise Architecture, Oracle RAC, PeopleSoft, Data Warehousing, Performance Tuning, RMAN, PL/SQL, Unix, Requirements Analysis, Shell Scripting, SDLC
Education
Aspen University
MSIS, Information System
Bank of America Merrill Lynch August 2010 - Present
Verizon November 2008 - August 2010
Merrill Lynch 2008 - 2008
Metlife 2006 - 2008
Verizon Wireless 2000 - 2005
Skills
Database Administration, Oracle, Disaster Recovery, Enterprise Architecture, Oracle RAC, PeopleSoft, Data Warehousing, Performance Tuning, RMAN, PL/SQL, Unix, Requirements Analysis, Shell Scripting, SDLC
Education
Aspen University
MSIS, Information System
Johnson Mathew's Bank of America Merrill Lynch Experience June 2010 - Present
Job Wealth Management Supervision Technology and Strategy at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2010 - Present
Merrill Lynch / Bank of America February 2004 - March 2011
Merrill Lynch February 1997 - February 2004
Peacock Software, India February 1991 - October 1996
Skills
Business Intelligence, Analysis, Wealth Management, Management, Fixed Income, Equities, Trading Systems, Securities, Financial Services, Derivatives, Investment Banking, Risk Management, Business Analysis
Education
Bangalore University 1984 — 1989
BS, Computer Science & Engineering
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2010 - Present
Merrill Lynch / Bank of America February 2004 - March 2011
Merrill Lynch February 1997 - February 2004
Peacock Software, India February 1991 - October 1996
Skills
Business Intelligence, Analysis, Wealth Management, Management, Fixed Income, Equities, Trading Systems, Securities, Financial Services, Derivatives, Investment Banking, Risk Management, Business Analysis
Education
Bangalore University 1984 — 1989
BS, Computer Science & Engineering
Chris Marchionni's Bank of America Merrill Lynch Experience March 2008 - October 2011
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Andrew Stinson's Bank of America Merrill Lynch Experience 2000 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2000 - Present
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Portfolio Management, Valuation, Investment Banking, Risk Management, Banking, Mergers & Acquisitions, Derivatives, Credit, Investments, Alternative Investments, Business Strategy, Equities, Due Diligence
Education
Auburn University, College of Business 1998 — 1999
MBA, Natural Resource Economics
Colorado State University 1991 — 1995
MS, Forest Mgmt
Bank of America Merrill Lynch 2000 - Present
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Portfolio Management, Valuation, Investment Banking, Risk Management, Banking, Mergers & Acquisitions, Derivatives, Credit, Investments, Alternative Investments, Business Strategy, Equities, Due Diligence
Education
Auburn University, College of Business 1998 — 1999
MBA, Natural Resource Economics
Colorado State University 1991 — 1995
MS, Forest Mgmt
Bert Valbona's Bank of America Merrill Lynch Experience March 1987 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 1987 - Present
Skills
Investments, Corporate Finance, Investment Banking, Valuation, Derivatives, Capital Markets, Financial Modeling, Fixed Income, Financial Analysis, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1994
MBA, Finance
Northeastern University 1981 — 1986
BS, Finance and International Business
Bank of America Merrill Lynch March 1987 - Present
Skills
Investments, Corporate Finance, Investment Banking, Valuation, Derivatives, Capital Markets, Financial Modeling, Fixed Income, Financial Analysis, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1994
MBA, Finance
Northeastern University 1981 — 1986
BS, Finance and International Business
BASAVARAJ PATIL's Bank of America Merrill Lynch Experience March 2010 - March 2011
Job Developing in Microsoft.net Applications
Industry Computer Software
Experience
BB&T May 2015 - Present
Sr Consultant at Wells Fargo Securities October 2014 - March 2015
LPL Financial August 2012 - September 2014
Asset Vue LLC November 2011 - June 2012
Mizuho Securities USA Inc. May 2011 - September 2011
Bank of America Merrill Lynch March 2010 - March 2011
Navigators Insurance group May 2009 - January 2010
Wysitech Inc September 2005 - February 2009
Hewlett-Packard September 2000 - August 2005
Skills
ASP.NET, .NET, LINQ, Microsoft SQL Server, VB.NET, Architecture, C#, Silverlight, Oracle, TFS, WinForms, WCF, Agile Methodologies, T-SQL, SDLC
Education
Bangalore University 1991 — 1996
Bachelor of Engineering (BE), Electronics
BB&T May 2015 - Present
Sr Consultant at Wells Fargo Securities October 2014 - March 2015
LPL Financial August 2012 - September 2014
Asset Vue LLC November 2011 - June 2012
Mizuho Securities USA Inc. May 2011 - September 2011
Bank of America Merrill Lynch March 2010 - March 2011
Navigators Insurance group May 2009 - January 2010
Wysitech Inc September 2005 - February 2009
Hewlett-Packard September 2000 - August 2005
Skills
ASP.NET, .NET, LINQ, Microsoft SQL Server, VB.NET, Architecture, C#, Silverlight, Oracle, TFS, WinForms, WCF, Agile Methodologies, T-SQL, SDLC
Education
Bangalore University 1991 — 1996
Bachelor of Engineering (BE), Electronics
Melinda L. Langley's Bank of America Merrill Lynch Experience 1989 - Present
Job Director, Global Treasury & Liquidity Solution Sales
Industry Banking
Experience
Bank of America Merrill Lynch 1989 - Present
Skills
Banking, Treasury Management, Cash Management, Relationship Management, Commercial Lending, Financial Services, Investments, Credit Analysis, Corporate Finance, Capital Markets, Financial Analysis, Finance, Risk Management, Loans
Education
Auburn University 1985 — 1989
Bachelor, Finance
Bank of America Merrill Lynch 1989 - Present
Skills
Banking, Treasury Management, Cash Management, Relationship Management, Commercial Lending, Financial Services, Investments, Credit Analysis, Corporate Finance, Capital Markets, Financial Analysis, Finance, Risk Management, Loans
Education
Auburn University 1985 — 1989
Bachelor, Finance
Brad McBride's Bank of America Merrill Lynch Experience July 2015 - Present
Job AVP; Portfolio Management Officer II Middle Market at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Bank of America Merrill Lynch July 2011 - August 2013
Edward Jones June 2010 - July 2011
Skills
Sales, Mutual Funds, Financial Analysis, Leadership, Investments, Management, Analysis, Portfolio Management, Finance, Project Planning, Banking, Equities, Time Management, Investment Strategies, Credit
Education
Arkansas Tech University 2006 — 2010
BSBA, Economics and Finance, 3.92
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Bank of America Merrill Lynch July 2011 - August 2013
Edward Jones June 2010 - July 2011
Skills
Sales, Mutual Funds, Financial Analysis, Leadership, Investments, Management, Analysis, Portfolio Management, Finance, Project Planning, Banking, Equities, Time Management, Investment Strategies, Credit
Education
Arkansas Tech University 2006 — 2010
BSBA, Economics and Finance, 3.92
Eric Thorstensen's Bank of America Merrill Lynch Experience January 2011 - January 2013
Job Software Engineer
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
HBO January 2013 - April 2014
Bank of America Merrill Lynch January 2011 - January 2013
Nuance Communications June 2007 - January 2011
Skills
Java, SQL, Spring, JUnit, Python, JavaScript, Software Development
Education
Stevens Institute of Technology
Master of Science (M.S.), Computer Science
Ramapo College of New Jersey 2004 — 2007
Bachelor of Science (BS), Computer Science
Atlantic Cape Community College
Morgan Stanley April 2014 - Present
HBO January 2013 - April 2014
Bank of America Merrill Lynch January 2011 - January 2013
Nuance Communications June 2007 - January 2011
Skills
Java, SQL, Spring, JUnit, Python, JavaScript, Software Development
Education
Stevens Institute of Technology
Master of Science (M.S.), Computer Science
Ramapo College of New Jersey 2004 — 2007
Bachelor of Science (BS), Computer Science
Atlantic Cape Community College
Tim Knoblauch's Bank of America Merrill Lynch Experience 1999 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 1999 - Present
Education
Ball State University - College of Business 1968 — 1972
Bachelor of Science (B.S.), Finance, General
Bank of America Merrill Lynch 1999 - Present
Education
Ball State University - College of Business 1968 — 1972
Bachelor of Science (B.S.), Finance, General
Meghna H C's Bank of America Merrill Lynch Experience July 2011 - November 2014
Job Experienced IT Infrastructure Project Manager and Release Manager
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2011 - November 2014
Infosys April 2010 - January 2011
Perot Systems June 2008 - February 2010
Abhilekha Information Pvt. Ltd April 2007 - May 2008
JPMorgan Chase July 2006 - March 2007
Education
B. M. S. College of Engineering 2001 — 2005
BE, Medical Emectronics
Bank of America Merrill Lynch July 2011 - November 2014
Infosys April 2010 - January 2011
Perot Systems June 2008 - February 2010
Abhilekha Information Pvt. Ltd April 2007 - May 2008
JPMorgan Chase July 2006 - March 2007
Education
B. M. S. College of Engineering 2001 — 2005
BE, Medical Emectronics
Claus Pramer's Bank of America Merrill Lynch Experience July 2011 - May 2014
Job Senior Investment Manager at RK Mine Finance
Industry Banking
Experience
RK Mine Finance May 2014 - Present
Bank of America Merrill Lynch July 2011 - May 2014
BNP Paribas September 2006 - June 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, International Finance
Boston University 1987 — 1989
BSME, Mechanical Engineering
College of Wooster 1984 — 1986
RK Mine Finance May 2014 - Present
Bank of America Merrill Lynch July 2011 - May 2014
BNP Paribas September 2006 - June 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, International Finance
Boston University 1987 — 1989
BSME, Mechanical Engineering
College of Wooster 1984 — 1986
Shane Walkabout's Bank of America Merrill Lynch Experience November 2005 - Present
Job Sr. Technical Anaylst at Overhead Door Corporation
Industry Mechanical or Industrial Engineering
Experience
Overhead Door Corporation February 2015 - Present
Bank of America Merrill Lynch November 2005 - Present
Bank of America November 2005 - January 2015
Skills
Microsoft Office, Analysis, Vendor Management, Process Improvement, Project Management, Customer Service
Education
Art Institute of Dallas 1998 — 2000
web design
University of Phoenix
Bachelor of Science (BS), Information Technology/Systems Security
Overhead Door Corporation February 2015 - Present
Bank of America Merrill Lynch November 2005 - Present
Bank of America November 2005 - January 2015
Skills
Microsoft Office, Analysis, Vendor Management, Process Improvement, Project Management, Customer Service
Education
Art Institute of Dallas 1998 — 2000
web design
University of Phoenix
Bachelor of Science (BS), Information Technology/Systems Security
Jamie Lunn's Bank of America Merrill Lynch Experience April 2013 - December 2013
Job Operations Associate Asset Management
Industry Financial Services
Experience
Lenox Wealth Advisors January 2014 - Present
Bank of America Merrill Lynch April 2013 - December 2013
Bank of America Merrill Lynch February 2011 - March 2013
Bank of America Merrill Lynch May 2009 - February 2011
Education
Auburn University 2014 — 2016
Master of Business Administration (MBA), Statistics
University of London 2010 — 2012
International Program, Banking and Finance
Florida State University 2003 — 2008
Bachelor of Arts (BA), English Literature
Lenox Wealth Advisors January 2014 - Present
Bank of America Merrill Lynch April 2013 - December 2013
Bank of America Merrill Lynch February 2011 - March 2013
Bank of America Merrill Lynch May 2009 - February 2011
Education
Auburn University 2014 — 2016
Master of Business Administration (MBA), Statistics
University of London 2010 — 2012
International Program, Banking and Finance
Florida State University 2003 — 2008
Bachelor of Arts (BA), English Literature
Jose Angelo Peralta's Bank of America Merrill Lynch Experience May 2013 - Present
Job Assistant Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Lloyds Banking Group July 2010 - April 2013
Intervest National Bank March 2010 - July 2010
Stembrook Asset Management June 2009 - August 2009
Skills
Change Management, Project Management, Financial Analysis, Banking, Management, Financial Modeling, Risk Management, Business Analysis, Finance, Portfolio Management, Financial Reporting, Data Analysis, Analysis, Microsoft Excel, Business Process..., Accounting, Business Strategy, Process Improvement, Microsoft Office, Forecasting, Market Research, Business Development, Investment Banking, Governance
Education
Ateneo de Manila University 2004 — 2009
Bachelor of Science (B.S.), Applied Mathematical Finance (honors program)
Passed Level 1 of the CFA Program
Bank of America Merrill Lynch May 2013 - Present
Lloyds Banking Group July 2010 - April 2013
Intervest National Bank March 2010 - July 2010
Stembrook Asset Management June 2009 - August 2009
Skills
Change Management, Project Management, Financial Analysis, Banking, Management, Financial Modeling, Risk Management, Business Analysis, Finance, Portfolio Management, Financial Reporting, Data Analysis, Analysis, Microsoft Excel, Business Process..., Accounting, Business Strategy, Process Improvement, Microsoft Office, Forecasting, Market Research, Business Development, Investment Banking, Governance
Education
Ateneo de Manila University 2004 — 2009
Bachelor of Science (B.S.), Applied Mathematical Finance (honors program)
Passed Level 1 of the CFA Program
Evan Loomis's Bank of America Merrill Lynch Experience December 2007 - June 2013
Job Financial Consultant at First Financial Consulting
Industry Financial Services
Experience
Providence Christian College June 2015 - Present
First Financial Consulting June 2013 - Present
Maranatha High School August 2011 - Present
Pomona-Pitzer College August 2013 - August 2014
University of Southern California August 2010 - August 2013
Bank of America Merrill Lynch December 2007 - June 2013
Skills
Social Media, Public Speaking, Wealth Management, Team Leadership, Strategic Financial..., Investments, Valuation, Microsoft Office, Business Analysis, Due Diligence, Financial Modeling, Asset Management, Economics, Financial Analysis, Corporate Finance, Event Planning, Project Management, Strategic Planning
Education
Azusa Pacific University
Bachelor of Science (B.S.), Organizational Leadership
Providence Christian College June 2015 - Present
First Financial Consulting June 2013 - Present
Maranatha High School August 2011 - Present
Pomona-Pitzer College August 2013 - August 2014
University of Southern California August 2010 - August 2013
Bank of America Merrill Lynch December 2007 - June 2013
Skills
Social Media, Public Speaking, Wealth Management, Team Leadership, Strategic Financial..., Investments, Valuation, Microsoft Office, Business Analysis, Due Diligence, Financial Modeling, Asset Management, Economics, Financial Analysis, Corporate Finance, Event Planning, Project Management, Strategic Planning
Education
Azusa Pacific University
Bachelor of Science (B.S.), Organizational Leadership
Joseph Manning's Bank of America Merrill Lynch Experience June 2003 - Present
Job Managing Director at Merrill Lynch & Co.
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2003 - Present
Merrill Lynch January 1996 - June 2003
Skills
Series 3, 7, 24, 63, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management, Sales, Sales Management, Securities, Series 7
Education
Association of Investment Management and Research 1991 — 1994
Chartered Financial Analyst (CFA), 1994, CFA
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch June 2003 - Present
Merrill Lynch January 1996 - June 2003
Skills
Series 3, 7, 24, 63, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management, Sales, Sales Management, Securities, Series 7
Education
Association of Investment Management and Research 1991 — 1994
Chartered Financial Analyst (CFA), 1994, CFA
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Khaleelul Haqh's Bank of America Merrill Lynch Experience March 2010 - Present
Job Consultant with Charles River Experience
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
Wipro Technologies 2004 - 2011
Education
Bangalore University
Bachelor's Degree, Computer Science
Bank of America Merrill Lynch March 2010 - Present
Wipro Technologies 2004 - 2011
Education
Bangalore University
Bachelor's Degree, Computer Science
Ines Dulay-Stanley's Bank of America Merrill Lynch Experience June 2008 - September 2012
Job Quality Assurance Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2008 - September 2012
Masterfile March 2007 - May 2008
GXS August 2003 - March 2007
GXS May 2000 - July 2003
Skills
Quality Center, Test Management, Test Planning, Regression Testing, Software Quality..., Manual Testing, Test Automation, QTP, System Testing, SDLC, Test Cases, User Acceptance Testing, Agile Methodologies, Test Strategy, Performance Testing, JIRA, Selenium, Testing, Defect Tracking, Quality Assurance, Waterfall, Test Execution, Agile Testing
Education
Ateneo de Manila University 1996 — 2000
B.S. Management Information Systems, Information Technology
Bank of America Merrill Lynch June 2008 - September 2012
Masterfile March 2007 - May 2008
GXS August 2003 - March 2007
GXS May 2000 - July 2003
Skills
Quality Center, Test Management, Test Planning, Regression Testing, Software Quality..., Manual Testing, Test Automation, QTP, System Testing, SDLC, Test Cases, User Acceptance Testing, Agile Methodologies, Test Strategy, Performance Testing, JIRA, Selenium, Testing, Defect Tracking, Quality Assurance, Waterfall, Test Execution, Agile Testing
Education
Ateneo de Manila University 1996 — 2000
B.S. Management Information Systems, Information Technology
Arun Rajasekhar's Bank of America Merrill Lynch Experience September 2012 - March 2014
Job Consultant at Bloomberg LP
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2012 - March 2014
J.P. Morgan May 2006 - January 2012
Merrill Lynch September 2004 - May 2006
Asset Alliance / Hedge Harbor January 2004 - September 2004
Reed Elsevier 1999 - 2003
Nabisco 1996 - 1999
BASF 1995 - 1996
Esseven Infotech 1993 - 1994
Skills
Risk Management, Sybase, Equity Trading, Microsoft SQL Server, Portfolio Optimization, Agile Application..., .NET, Python, C#, WinForms, WCF, Web Services, WPF, Multithreading, LINQ, KDB+, q, Microsoft Excel, VBA, Visual Basic, T-SQL, SSIS, SSRS, Crystal Reports, Oracle RDBMS, PL/SQL, MySQL, Real-time Data, Bloomberg Software, Reuters, RMDS, MarketQA, QAI, Microsoft Access, HTML 5, REST, JavaScript, SOAP, Autosys, System Integration..., Full SDLC, Portfolio Risk..., Node.js, jQuery, ASP.NET MVC, Hadoop, MapReduce, Shell Scripting, Batch Programming, Functional Programming
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
Bank of America Merrill Lynch September 2012 - March 2014
J.P. Morgan May 2006 - January 2012
Merrill Lynch September 2004 - May 2006
Asset Alliance / Hedge Harbor January 2004 - September 2004
Reed Elsevier 1999 - 2003
Nabisco 1996 - 1999
BASF 1995 - 1996
Esseven Infotech 1993 - 1994
Skills
Risk Management, Sybase, Equity Trading, Microsoft SQL Server, Portfolio Optimization, Agile Application..., .NET, Python, C#, WinForms, WCF, Web Services, WPF, Multithreading, LINQ, KDB+, q, Microsoft Excel, VBA, Visual Basic, T-SQL, SSIS, SSRS, Crystal Reports, Oracle RDBMS, PL/SQL, MySQL, Real-time Data, Bloomberg Software, Reuters, RMDS, MarketQA, QAI, Microsoft Access, HTML 5, REST, JavaScript, SOAP, Autosys, System Integration..., Full SDLC, Portfolio Risk..., Node.js, jQuery, ASP.NET MVC, Hadoop, MapReduce, Shell Scripting, Batch Programming, Functional Programming
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
Chris Knapstein's Bank of America Merrill Lynch Experience November 2001 - May 2015
Job Mortgage Underwriter III at SunTrust
Industry Financial Services
Experience
SunTrust June 2015 - Present
Bank of America Merrill Lynch November 2001 - May 2015
Skills
Small Business Lending, Mortgage Lending, Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Credit Risk, Residential Mortgages, Commercial Lending, Commercial Banking, Credit, Consumer Lending, Loans, Financial Services, Credit Analysis, Loan Origination, Investments, Risk Management, Leadership
Education
Averett University 2012 — 2015
Bachelor of Business Administration (BBA)
SunTrust June 2015 - Present
Bank of America Merrill Lynch November 2001 - May 2015
Skills
Small Business Lending, Mortgage Lending, Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Credit Risk, Residential Mortgages, Commercial Lending, Commercial Banking, Credit, Consumer Lending, Loans, Financial Services, Credit Analysis, Loan Origination, Investments, Risk Management, Leadership
Education
Averett University 2012 — 2015
Bachelor of Business Administration (BBA)
Richard Xue's Bank of America Merrill Lynch Experience November 2013 - June 2015
Job Senior Consultant at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Bank of America Merrill Lynch November 2013 - June 2015
Educational Testing Service (ETS) September 2011 - November 2013
Barclays Wealth and Investment Management 2008 - 2011
Lehman Brothers 2006 - 2008
Deloitte 2001 - 2001
Credit Suisse 2000 - 2001
ABN AMRO Clearing Chicago LLC 1999 - 1999
IBM 1998 - 1999
Skills
Agile Methodologies, Java, Oracle, SDLC, SQL
Education
Arizona State University - W. P. Carey School of Business
MBA, Business Administration and Management, General
Florida Atlantic University
Master's degree, Computer Engineering
Oklahoma State University
Master's degree, Environmental Engineering
JPMorgan Chase & Co. June 2015 - Present
Bank of America Merrill Lynch November 2013 - June 2015
Educational Testing Service (ETS) September 2011 - November 2013
Barclays Wealth and Investment Management 2008 - 2011
Lehman Brothers 2006 - 2008
Deloitte 2001 - 2001
Credit Suisse 2000 - 2001
ABN AMRO Clearing Chicago LLC 1999 - 1999
IBM 1998 - 1999
Skills
Agile Methodologies, Java, Oracle, SDLC, SQL
Education
Arizona State University - W. P. Carey School of Business
MBA, Business Administration and Management, General
Florida Atlantic University
Master's degree, Computer Engineering
Oklahoma State University
Master's degree, Environmental Engineering
Brian Wroblewski's Bank of America Merrill Lynch Experience September 1999 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch September 1999 - Present
Peoples Trust Bank 1997 - 1999
Teachers Credit Union 1990 - 1997
Skills
settlement services
Education
Ball State University 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch September 1999 - Present
Peoples Trust Bank 1997 - 1999
Teachers Credit Union 1990 - 1997
Skills
settlement services
Education
Ball State University 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services