Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Sunpro Solar 2014 - Present
Bank of America Merrill Lynch September 2006 - April 2014
Bank of America Merrill Lynch September 2006 - April 2010
Skills
Brand Development, Small Business, Marketing, Banking, Portfolio Management, Leadership, Financial Analysis, Small Business Marketing, Corporate Finance, Small Business Lending, Sales Management..., Strategic Planning, Risk Management, Commercial Banking, Cash Management, Credit, Loans, Strategy, Training Delivery, Management, Sales, Credit Analysis, Marketing Strategy, Commercial Lending, Analysis, Retail Banking, Finance, Relationship Management, Financial Services
Education
Loyola Marymount University 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 2001 — 2005
Bachelor of Science (B.S.), Law
Canon USA April 2012 - Present
Leviton June 2009 - April 2012
Bank of America Merrill Lynch 2009 - 2009
Skills
Digital Strategy, E-commerce, e-Business development, Marketing Strategy, Amazon Web Services..., Amazon, Microsoft Excel, Executive Reporting, Business Analysis, Business Ideas, Social Media Integration, Social Media, Google Analytics, E-business, Integrated Marketing, Analytics, Cross-functional Team..., Sales, Competitive Analysis, Web Analytics, Online Marketing, Management, Facebook
Education
City University of New York-Queens College 2007 — 2009
Bachelor's degree
Division Ave
Division Ave
Loyola Marymount University
Loyola Marymount University
Bank Of America Merrill Lynch March 2011 - Present
UNC Charlotte July 2010 - March 2011
Premier Inc May 2010 - June 2010
Skills
Oracle, Data Warehousing, Microsoft SQL Server, ETL, Software Development, C++, XML, Integration, Java, SSRS, Perl, Visual Basic, HTML, ASP.NET, Access, Visual Studio, Informatica, Autosys, C, JSP, Servlets, NetBeans, SSIS, Unix, Linux
Education
University of North Carolina at Charlotte 2009 — 2011
Master of Science (MS), Information Technology, 3.9/4.0
Maharashtra Institute of Technology 2004 — 2008
Bachelor of Engineering (BE), Computer Engineering
Bank of America Merrill Lynch March 2015 - Present
Edward Jones 2014 - 2015
Mohave Community College 2011 - 2013
Marriott International 2010 - 2011
Walt Disney World 2004 - 2009
Disneyland Resort 2003 - 2004
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland High School 1996 — 2000
Bank of America Merrill Lynch September 2014 - Present
Skills
Microsoft Office, Higher Education, Research, PowerPoint, Customer Service, Accounting, Microsoft Excel, Microsoft Word, Social Media, Access, Analysis, Data Analysis, Teamwork
Education
Manhattan College 2010 — 2014
Bachelor's Degree, Computer Information Systems
Bank of America Merrill Lynch July 2015 - Present
UCLA Anderson School of Management August 2013 - June 2015
Reynders, McVeigh Capital Management, LLC. June 2011 - July 2013
Entrepreneur June 2008 - May 2011
Teach for America August 2006 - May 2008
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
Bachelor of Arts, Psychology
Loyola Marymount University 2006 — 2008
Master of Arts, Secondary English
Bank of America Merrill Lynch August 2013 - Present
Louisiana State University January 2013 - May 2013
College District LLC January 2012 - January 2013
Ernst & Young June 2012 - August 2012
Skills
Microsoft Office, Financial Statement...
Education
Louisiana State University 2012 — 2013
Master of Science, Finance, 4.000
Louisiana State University 2008 — 2012
Bachelor of Science, Finance, 3.815
Bank of America Merrill Lynch June 2015 - Present
Macalester College Student Government September 2014 - December 2014
RBC Global Asset Management June 2014 - August 2014
RBC Wealth Management October 2013 - May 2014
Macalester College Registrar's Office September 2012 - August 2013
Education
Macalester College 2012 — 2016
Bachelor's Degree, Economics
Bank of America Merrill Lynch April 2015 - Present
Merrill Lynch July 2013 - April 2015
Bell Potter Securities May 2011 - July 2013
Bell Potter Securities May 2010 - May 2011
Royal Yacht Club of Tasmania (RYCT) February 2005 - February 2010
Skills
Financial Modeling, Equity Research, Valuation, IPO, Capital Markets, Microsoft Excel, Equities, Equity Capital Markets, Bloomberg, Settlement, Foreign Exchange, Deal Execution, Pitch Books, Pitch Development, Announcements, Due Diligence, Finance, Financial Services, Investments
Education
Macquarie University 2012 — 2014
Masters of Applied Finance
University of Tasmania 2005 — 2009
Bachelor of Business, Finance Major
University of Tasmania 2005 — 2009
Bachelor of Laws
TalentWise February 2013 - Present
Inome Inc July 2012 - February 2013
Bank of America Merrill Lynch June 2011 - July 2012
UNC Charlotte January 2010 - May 2011
Sutra Systems India Pvt Ltd January 2008 - December 2008
CSSA Global August 2007 - January 2008
Skills
Testing, Quality Center, Test Automation, Quality Assurance, Requirements Analysis, Knowledge Discovery, Data Mining, Recommender Systems, Test Planning, Software Development, Requirements Gathering, Test Cases, Business Requirements, System Integration..., User Acceptance Testing, Integration, Regression Testing, Manual Testing, SDLC, HP Quality Center
Education
University of North Carolina 2010 — 2011
M.S, Information Technology
SQTL, Pune, India. 2007 — 2007
Diploma, Software Testing and Quality Assurance
Maharashtra Institute of Technology 2002 — 2006
B.S, Electronics and Telecommunication
Bank of America Merrill Lynch April 2011 - October 2013
Central Bank of Uganda January 2003 - September 2009
Skills
Derivatives, Financial Modeling, Risk Management, FX Options, Quantitative Analytics, Financial Markets, Valuation, Financial Analysis, Economics, Financial Risk, Credit Risk, Portfolio Management, Finance, Banking
Education
The University of Birmingham 2009 — 2010
MSc Mathematical Finance
Makerere University 1998 — 2001
BSc Statistics and Mathematics
J.P. Morgan May 2013 - Present
Bank of America Merrill Lynch April 2011 - April 2013
Joseph Gunnar & Co. May 2007 - January 2011
Skills
Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Finance, Retirement Planning, Series 7, Financial Services, Retirement, Mortgage Lending, Insurance, Management, Small Business, Cash Management, Economics, Series 63, Securities, Asset Management, Bonds, Hedge Funds, Investment Banking, Strategic Financial..., Investment Strategies, Private Equity, Financial Markets, Estate Planning, Investment Advisory, Uniform Combined State..., Options, Investment Management
Education
Manhattan College 2005 — 2009
B.S., Finance & Economics
Chaminade High School 2001 — 2005
High School
Bank of America Merrill Lynch November 2014 - Present
LQF Food Service Distribution July 2014 - November 2014
MassMutual Financial Group September 2012 - August 2014
Capital Resources Group Inc January 2012 - September 2012
Loyola University Chicago January 2011 - April 2012
KP Law LLC August 2011 - December 2011
KP Law, LLC August 2011 - December 2011
Turano Baking Company June 2011 - August 2011
Skills
PowerPoint, Social Media, Facebook, Microsoft Excel, Social Media Marketing, Management, Insurance, Time Management, Editing, Public Relations, Marketing, Advertising, Research, Sales, Social Networking, Newsletters, Leadership, Customer Service
Education
Loyola University of Chicago 2010 — 2014
Bachelor's degree, Finance and Economics
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2015
Rose International August 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
The Home Depot February 2010 - August 2013
Bank of America June 2012 - August 2012
Clear River Fuel Oil July 2009 - July 2012
Skills
Microsoft Office, Lotus Notes, SharePoint, Microsoft Word, Data Analysis, Internal Audit, Risk Assessment, Time Management, Project Management, Management, Customer Service
Education
University of Connecticut 2011 — 2013
Bachelor's degree, Business Administration
Dale Carnegie Training 2013 — 2013
Skills for Sucess Graduate
Manchester Community College 2009 — 2011
Associate of Science (AS), Business Administration, 3.33/4.0
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Bank of America Merrill Lynch July 2012 - Present
Net Matrix Solutions Inc July 2011 - July 2012
Continental Airlines October 2009 - July 2011
Net Matrix Solutions Inc April 2007 - September 2009
First Consulting Group September 2005 - March 2007
LG CNS India June 2003 - August 2005
Skills
SDLC, Testing, .NET, Microsoft SQL Server, ASP.NET, Web Services, C#, XML, Java, SQL, WCF, JavaScript, Software Project..., AJAX, jQuery, HTML, SOAP, Enterprise Architecture, LINQ
Education
Mahatma Gandhi University 2000 — 2003
Master of Computer Applications (MCA), Computer Applications
Mahatma Gandhi University 1997 — 2000
Bachelor's degree, Computer Science
Community & Southern Bank September 2015 - Present
Bank of America Merrill Lynch May 2011 - September 2015
Bank of America Merrill Lynch 2009 - 2011
Continental Bank/Bank of America 1989 - 2008
Wachovia Bank 1980 - 1989
Skills
Financial Risk, ACH, Liquidity Management, Treasury Services, Treasury Management, Leadership, Management, Change Management, Business Strategy, Recruiting, Strategic Planning, Sales Management, Risk Management, CRM, Team Building, Banking, Relationship Management, Cash Management, Financial Services, Commercial Banking, Sales
Education
Louisiana State University 1985 — 1987
Graduate School of Banking
Stetson University 1976 — 1980
BBA, Finance
Lincoln Financial Group July 2012 - Present
PIMCO March 2011 - July 2012
Bank of America Merrill Lynch January 2010 - April 2011
Bank of America Merrill Lynch January 2008 - August 2010
Fidelity Investments 2004 - 2008
Ernst & Young LLP January 1996 - January 2004
Ernst & Young 1996 - 2004
Ernst & Young Global January 2001 - January 2003
lucent technologies 1995 - 2000
Skills
Strategy, 401k, Mutual Funds, Business Planning, Defined Benefit, Investments, Retirement, CRM, Retirement Planning, Pensions, Marketing Strategy, Sales Management, Strategic Planning, Leadership, Management, Sales, Sales Operations, Series 7, Selling, Marketing, Defined Contribution
Education
Saint Mary's College of California 1990 — 1992
MBA, International Business
Marist College 1979 — 1983
BA, Communications/Russian
State University of New York College at Oneonta
Siguler Guff & Company August 2013 - Present
Global Infrastructure Partners August 2011 - July 2013
Bank of America Merrill Lynch August 2010 - July 2011
BNP Paribas July 2009 - July 2010
Greenhill & Co. June 2008 - August 2008
Deutsche Beteiligungs AG February 2007 - March 2007
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Capital Markets, M&A experience, Corporate Finance, Energy, Emerging Markets, Mergers & Acquisitions, Financial Structuring, Alternative Investments
Education
University of Pennsylvania 2005 — 2009
BA in International Studies, Major: International Studies, Minor: Mathematics and German
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics, Finance and Accounting
Johann Wolfgang Goethe-Universität Frankfurt am Main 2007 — 2007
Study Abroad, Economics
Marianopolis College 2003 — 2005
DEC, Commerce
Bank of America Merrill Lynch December 2014 - Present
Dovenmuehle Mortgage April 2013 - November 2014
INTL FCStone Inc. July 2010 - October 2012
INTL FCStone Inc. (Formerly Hanley Group, LLP) September 2007 - July 2010
Bosch Power Tools June 2007 - August 2007
Skills
Derivatives, Commodity, Options, Fixed Income, Trading, Bloomberg, Hedging, Trading Systems, Financial Markets, Electronic Trading, Commodity Markets, Hedge Funds, CME Glax-C Platform, Microsoft Office, Business Strategy, Technical Analysis, Trading Strategies, Logistics, Access, LPS, VBA, Mortgage Servicing, Financial Risk, Proprietary Trading, LPS Desktop, Key Performance..., Operational Analysis, Quality Control, CME Globex, PC Span, Margin Analysis, Risk Management, SharePoint, Vendor Liaison
Education
Loyola University of Chicago 2009 — 2012
MBA, Finance, General, GPA 3.86/4.00
Northern Illinois University 2003 — 2007
Bachelor's Degree, Finance, GPA 3.52/4.00
Bank of America Merrill Lynch 2011 - Present
Education
Macalester College 2007 — 2011
BA, Economics
The British School, New Delhi
High School, IB
Northern Trust Corporation December 2014 - Present
Northern Trust Corporation July 2011 - Present
Citadel Investment Group July 2011 - December 2011
Omnium LLC July 2011 - December 2011
Bank of America July 2007 - July 2011
LaSalle Bank April 2007 - July 2011
Bank of America Merrill Lynch April 2007 - July 2011
Breakwater Capital, LLC February 2004 - April 2007
Midway Trading, LLC April 2003 - January 2004
Skills
Fixed Income, Asset Management, Hedge Funds, Investment Banking, Bonds, Derivatives, Portfolio Management, Asset Managment, Securities, Trading, Alternative Investments, Equities, Financial Modeling, Banking, Options, Capital Markets, Financial Markets, Credit Derivatives, Mutual Funds, Bloomberg, Valuation, Equity Derivatives, Structured Products, CDO, Structured Finance, Series 7
Education
Loyola University New Orleans 1997 — 2002
Bachelor in Buisness, Finance and Economics
Universidad Pontificia Comillas 2001 — 2001
Study Abroad Program, Finance/Economics
St. Ignatius College Prep 1993 — 1997
Bank of America Merrill Lynch 2011 - Present
Investment Technology Group 2010 - 2011
Stony Brook University 2010 - 2010
Impetus Technologies June 2007 - August 2007
Skills
Java, Multithreading, Algorithms, Algorithmic trading, Electronic Trading, C++, Linux Kernel, Extreme Programming, C, XAML, XML, AJAX, Linux kernel programming, Oracle, Ext JS, Distributed computing, JavaScript, Java Enterprise..., Equity Trading, Trading Strategies, Program Trading, Trading System, Cross-functional Team..., Project Management, Strategic Business..., TIBCO iProcess, AMPS, Low Latency, Fix protocol, Microsoft SQL Server, Distributed Systems, C#, Business Strategy, Client Relations, Strategic Communications, Financial Risk...
Education
State University of New York at Stony Brook
Master of Science, Computer Science
Maharshi Dayanand University
Bachelor of Engineering(honours), Computer Science and Engineering
Bank of America Merrill Lynch November 2010 - Present
GSG Leasing July 2009 - November 2010
Bank of America February 2006 - May 2009
Bank of America February 1999 - February 2006
Bank of America August 1997 - February 1999
Skills
Management, Negotiation, Networking, Portfolio Management, Relationship Management, Consulting, Commercial Banking, Cold Calling, Banking, Account Management, Sales Process, Customer Service, Time Management, Strategic Planning, Small Business Lending, Sales Operations, Program Management, Credit Risk, Credit Analysis, Commercial Lending
Education
Macomb Community College
Bank of America Merrill Lynch April 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2010 - April 2014
AXA Advisors March 2008 - October 2010
AXA Advisors January 2007 - March 2008
AXA Advisors February 2003 - January 2007
AXA Advisors January 2002 - February 2003
AXA Equitable 1996 - 2002
Equitable Life Assurance Society 1992 - 1996
Skills
Insurance, Securities, Licensing, Start-ups, Retirement Planning, Investments, Estate Planning, Mutual Funds, Strategic Financial..., Wealth Management, Employee Benefits, Investment Advisory, Asset Managment, Risk Management, Series 7, Retirement, Financial Analysis, Fixed Annuities, Long-term Care, Sales, Training, Leadership, Marketing, Financial Services, Finance, 401k, Management, Banking, Series 63, Analysis, IRAs, Financial Advisory, Financial Planning, Strategy, Strategic Planning, Life Insurance, Business Development, Portfolio Management, Consulting, Asset Management
Education
Louisiana State University and Agricultural and Mechanical College 1984 — 1988
Bachelor of Science, Business Management/Human Resources
University of Louisiana at Lafayette 1983 — 1984
Computer Science coursework, Computer and Information Sciences, General
Baton Rouge High School 1980 — 1983
Diploma, English
Southern Lab
NA, NA
Bank of America Merrill Lynch June 2015 - Present
Manhattan College September 2014 - May 2015
George Weiss Associates May 2014 - August 2014
Skills
Team Leadership, Teamwork, Customer Service, Microsoft Word, Retail, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Experience, Organization, Bloomberg Terminal, Event Planning, PowerPoint, Public Speaking
Education
Manhattan College 2011 — 2015
Bachelor of Science (B.S.), Major: Economics, Minor: Finance, 3.6
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch September 2010 - January 2014
Skills
Financial Analysis, Equities, Finance, Fixed Income
Education
Manhattanville College 2005 — 2009
Bachelors, Finance & Math
Bank of America September 2012 - Present
Bank of America Merrill Lynch February 2002 - December 2011
Bank of America April 1989 - February 2002
Bank of America 1986 - 1989
Education
Loyola University New Orleans
BBA, Accounting
Southern Methodist University - Cox School of Business
MBA
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo May 2013 - April 2014
Wells Fargo August 2012 - May 2013
Capital One August 2009 - July 2012
Capital One January 2008 - August 2009
Skills
Banking, Portfolio Management, Finance, Credit, Leadership, Financial Analysis, Start-ups, Strategy, Financial Modeling, Cross-functional Team..., Analysis, Small Business Lending, Underwriting, Financial Services, Credit Analysis, Corporate Finance, Risk Management, Business Strategy, Relationship Management, Commercial Lending, Entrepreneurship, Forecasting, Real Estate Transactions, Creative Real Estate..., Business Development, Management, Sales, Emotional Intelligence
Education
University of New Orleans
Bachelor of Science (B.S.), Major: Finance, Minor: Management
Cultural Impact Consortium - Oslo Norway
Louisiana State University
Hong Kong Interbank Clearing Limited September 2012 - September 2015
DBS Bank January 2012 - August 2012
Bank of America Merrill Lynch November 2010 - December 2011
Hang Seng Bank April 2006 - October 2010
The Laws group December 2003 - April 2006
Skills
Java, Xcode, Design Patterns, Web Servies, VBA, Connect:Direct, Objective-C, SQL, Informix, Oracle, SQL Server, PowerBuilder, WebSphere Portal, iPhone development, Mobile Applications, DB2, Sybase, MySQL, SQLite, Vendor Management, Teradata, Data Warehousing, SDLC, XML, JavaScript, J2EE, Windows, C++, Databases, Linux, Unix, Spring, JSP, Web Services, Business Analysis, Java Enterprise Edition, SWIFTNet, WebSphere MQ, Servlets, Microsoft SQL Server
Education
The Hong Kong University of Science and Technology 2011 — 2013
Master, Information Technology
Macquarie University 2001 — 2003
Bachelor, Computer Science
Sirius XM Radio Inc. September 2012 - Present
Bank of America Merrill Lynch August 2009 - September 2012
Standard & Poor's February 2009 - August 2009
Highbridge Capital Management November 2007 - November 2008
Bank of America December 2005 - November 2007
PepsiCo February 2000 - November 2005
fidelity-investments October 1998 - December 1999
MCI WorldCom, London, UK September 1997 - August 1998
Worldcom 1997 - 1998
Integra Micro February 1996 - August 1997
Skills
Financial Services, Investment Banking, Telecommunications, Hedge Funds, FMCG, Shipping, Data Modeling, Netezza, Shell Scripting, Access, Informatica, Data Integration, ETL, Data Warehousing, Data Warehouse..., Autosys, Data Quality, Erwin, Cognos, Master Data Management, Sybase, Business Objects, Enterprise Architecture, Unix, Software Development, Oracle, OLAP, Data Migration, PL/SQL, Databases, Business Intelligence
Education
Govt engg. College(GEC), Thrissur Trichur)(, India 1991 — 1994
Masters, Computer Applications
Mahatma Gandhi University 1988 — 1991
BS, Physics
Bank of America Merrill Lynch May 2000 - March 2009
JP Morgan Chase 1996 - 2000
Deloitte & Touche 1995 - 1996
Skills
401k Rollovers, Asset Allocation, Business-owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Retirement-plan..., Retirement Planning, Retirement Savings, Risk Management, Securities
Education
The Wharton School, University of Pennsylvania 2006 — 2006
Certified Investment Management Analyst, Investment Management
Pace University - Lubin School of Business 1994 — 1995
Master of Business Administration, Management of Information Systems & Investment Management
Marist College 1984 — 1986
Bachelor of Science, Business Administration - Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - July 2014
Bank of America Merrill Lynch August 2011 - May 2013
Nordstrom June 2010 - August 2010
U.S. Trust November 2007 - June 2009
U.S. Trust November 2006 - November 2007
Citibank June 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Banking, Wealth Management, Portfolio Management, Sales, Finance, Marketing Strategy, Marketing, Market Research, CRM, Brand Management, Management
Education
University of Rochester - Simon Business School 2009 — 2011
MBA
Manhattan College 2001 — 2005
Bachelors of Art
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch January 2013 - August 2015
Bank of America Merrill Lynch April 2008 - January 2013
Bank of America Merrill Lynch June 2006 - April 2008
First Niagara Bank 2005 - 2005
Skills
Working Capital..., Treasury Services, Treasury, Finance, Banking, Investments, Portfolio Management, Commercial Lending, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Management
Education
Loyola University of Chicago 2002 — 2006
BBA, Operations Management
TD October 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
Infosys June 2007 - April 2009
Skills
Credit Derivatives, Interest Rate..., Bonds, Quantitative Modeling, C++, Linux, Perl Script, Financial Markets, Valuation, Matlab
Education
Rensselaer Polytechnic Institute 2009 — 2011
MBA, Finance
Manipal Institute of Technology 2003 — 2007
Bachelors, Electrical and Electronics Engineering
Nalanda Junior College 2001 — 2002
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2011 - January 2014
Merrill Lynch February 2010 - July 2011
NexAge Technologies USA Inc April 2002 - July 2011
Ernst & Young July 2006 - January 2010
Merrill Lynch January 2006 - June 2006
Avenue-e Health Strategies August 2005 - December 2005
Education
Madurai Kamaraj University 1999 — 2002
MCA, Computers
Bank of America Merrill Lynch November 2009 - Present
Skills
Management, Leadership, Sales, Strategic Planning, Sales Process, Salesforce.com, Cold Calling, Solution Selling, Sales Operations, Marketing
Education
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Marketing
Bank of America Merrill Lynch July 2014 - Present
Cantor Fitzgerald October 2012 - July 2014
Cantor Fitzgerald September 2011 - September 2012
Cantor Fitzgerald April 2011 - September 2011
SEFCU November 2007 - April 2011
Skills
Series 7, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, FINRA TRACE, MSRB, RTTM, GSCC, Tradeweb, Phase 3, TAAPS, Trading, Capital Markets, Electronic Trading, Bonds, Options, Back Office, Portfolio Management, Securities, Fixed Income
Education
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch 2012 - Present
Allstate Financial October 2011 - February 2012
Sentinel Investments September 2005 - December 2010
Travelers Life & Annuity February 2004 - September 2005
Bank of America Merrill Lynch 1995 - 2002
Skills
Mutual Funds, Annuity, Series 6, Annuities, Insurance, Asset Allocation, Retirement Planning, Investments
Education
Louisiana State University
Bachelor of Science
Deutsche Bank October 2015 - Present
Accenture Strategy September 2013 - Present
Accenture Management Consulting July 2012 - September 2013
Bank of America Merrill Lynch January 2009 - September 2011
Deutsche Bank November 2005 - January 2009
Hewlett-Packard May 2005 - November 2005
Skills
Market Risk, Business Analysis, Market Risk Analysis, Stress Testing, Financial Risk, SQL, VBA, MS Office Automation, Visio, UML Tools, Microstrategy, Scenario Analysis, Process Mapping, Pareto Analysis, Interest Rate Risk..., Liquidity Risk, Regulatory Risk, Auditing, Financial Analysis, Financial Reporting, Consultancy, Offshore Management, Business Process Mapping, Credit Risk, Microsoft Office, Risk Management..., Regulations, Investment Banking, Banking, Accenture Risk Control, Team Management, Finance, Equities, Commodity, Internal Audit, Risk Management, Management Consulting, Risk Analytics, Consulting
Education
CFA Institute 2010 — 2011
CFA L1, Finance
Mahatma Gandhi University
The Institute of Chartered Accountants of India
ACA, Accounting & Finance
Bank of America Merrill Lynch June 2011 - Present
HSBC Card Services February 2002 - May 2011
NEW YORK CITY BOARD OF EDUCATION July 1997 - February 2002
JPMorgan Chase August 1994 - June 1997
SANDOZ PHARMACEUTICALS CORPORATION June 1994 - August 1994
HOUSING & DEVELOPMENT BOARD June 1993 - May 1994
BA FINANCE CORPORATION August 1990 - June 1993
Education
Mapua Institute of Technology
B.S, Electronics and Communications Engineering
Bank of America Merrill Lynch May 2011 - Present
Citigroup 2004 - 2011
BNP Paribas 2000 - 2004
Bank of New York Mellon August 1994 - November 2000
Societe Generale June 1990 - August 1994
American Express Bank August 1978 - March 1990
Skills
Strategy, Trade Finance, Product Management, Structured Finance, Capital Markets, Credit Risk, Cross-functional Team..., Derivatives, Investment Banking, Banking, Risk Management, Trading, Commodity, Financial Structuring, Finance, Commercial Banking, Loans, Fixed Income, Credit, Emerging Markets, Treasury Management, Financial Services, Financial Analysis, Financial Risk, Financial Markets, Syndications, Structured Products, Private Equity, Project Finance, Financial Modeling, Credit Analysis, Financial Institutions, Relationship Management, Equities, Investments, Hedge Funds, Corporate Finance, Cash Management, Portfolio Management, Bloomberg, FX Options, Asset Management, Valuation, Liquidity Management, Leveraged Finance, Operational Risk, Securities, Alternative Investments
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Manhattan College
BA, Economics
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2012 - July 2014
Kiva.org September 2011 - February 2012
TechnoServe, India May 2011 - August 2011
American Express March 2011 - April 2011
Office of the Comptroller of the Currency, U.S. Dept of Treasury 2006 - 2010
Office of the Comptroller of the Currency, U.S Dept of Treasury 2005 - 2006
Skills
Credit Risk, Credit Analysis, Small Business Marketing, Small Business, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Emphasis: Finance, Social Enterprise
Macalester College 2001 — 2005
Bachelor of Arts, Anthropology, Economics
AutoNation January 2013 - Present
ADP 2011 - January 2013
Bank of America Merrill Lynch 2007 - 2009
Malcolm Pirnie 2006 - 2007
Skills
Coaching, Testing, Functional..., Functional Design, Requirements Gathering, Performance Management, Employee Surveys, Mentoring, Oracle Portal, Portal Technologies, Technology..., Business Plan..., Program Implementation, TFS, Siebel, Microsoft CRM, Recruiting, Technical Recruiting, Oracle HR, Employee Benefits, Organizational..., Personnel Management, Talent Management, Onboarding, Human Resources, HRIS, Applicant Tracking..., Interviews, Management, Leadership, Team Building, Change Management, Training
Education
NYU Polytechnic School of Engineering
Masters of Science, Organizational Behavior, Systems and Analytics
Manhattan College 2002 — 2006
Dual Degree: Corporate Communications & Sociology
Bank of America Merrill Lynch July 2010 - Present
Agnelli Real Estate April 2010 - Present
TNN/TNM January 2008 - September 2009
Bidwell Care Center April 2006 - January 2008
West Hartford Health 2004 - 2005
Victoria's Secret 2000 - 2004
Skills
Realtor w Agnelli Realty, Recruiting, Training, Internet Recruiting, Cold Calling, Leadership, Human Resources, Employee Relations, Management, Talent Acquisition, Business Development, Marketing, Sales, Negotiation, Coaching, Customer Service, Sourcing, Retail, Hiring
Education
Manchester Community College 1998 — 2000
Associates, Paralegal
RHAM 1989 — 1992
General Studies
Bank of America Merrill Lynch 2014 - Present
BBVA Compass 2012 - 2014
GE Capital 2011 - 2012
Wells Fargo 2004 - 2011
Wells Fargo 2004 - 2011
Wells Fargo 2004 - 2011
Citi 2003 - 2004
Education
Southern Methodist University 2008 — 2009
Master of Business Administration (MBA)
Louisiana Tech University 2000 — 2004
Bachelor's degree
Bank of America Merrill Lynch November 2010 - Present
Bank of America Merrill Lynch September 2007 - November 2010
JPMorgan Chase 1998 - 2007
Skills
Oracle, Performance Tuning, Perl, Data Migration, Oracle RAC, SQL Tuning, Management, Architectures, Banking, Infrastructure, Vendor Management, Trading Systems, IT Strategy, Business Analysis, Data Warehousing, Unix, IT Management, Integration, Requirements Analysis, Solaris, Data Modeling
Education
Long Island University 2005 — 2007
Masters, Business Administration
Rutgers University-New Brunswick 1990 — 1992
BA, Computer Science
LIFE AND LOVE IMAGES DirectorDallas Premier ProductionsOctober 2009 - 2015
Bank of America Merrill Lynch November 2009 - September 2014
Education
University of Phoenix 2009 — 2011
Master of Public Administration (MPA), Finance and Financial Management Services
Louisiana State University 2002 — 2007
Bachelor of Applied Science (BASc), Biology/Biological Sciences, General
Bank of America Merrill Lynch August 2008 - Present
Towers Watson September 2000 - July 2008
Skills
Asset Management, Defined Benefit, Actuarial Science, Retirement, Financial Analysis, Retirement Plan..., Valuation, Pensions, Investment Strategies, Financial Modeling
Education
Loyola College in Maryland 1996 — 2000
Bachelor's Degree, Mathematics and Spanish, Magna Cum Laude
Universidad de Alcalá 1998 — 1998
Bachelor's Degree
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - May 2014
UBS Wealth Management February 2012 - April 2013
Leafstone Staffing October 2011 - January 2012
Skills
Onboarding, Recruiting, Customer Service, Employee Relations, Human Resources, Sourcing, Talent Acquisition, College Recruiting, Applicant Tracking..., New Hire Orientations, Microsoft Excel, Microsoft Office
Education
Muhlenberg College 2007 — 2011
Bachelor, Psychology, Women's Studies
Macquarie University 2010 — 2010
Bank of America Merrill Lynch July 2015 - Present
Skills
Back Office, Fixed Income, FX Options, Derivatives, Capital Markets, Settlement, Trading Systems, Market Risk, Interest Rate..., Financial Risk, Investment Banking, Financial Markets, Collateral Management, Middle Office, Swaps, Risk Management, Risk, Fluent English, Money Market, Credit Risk, Settlements, Customer Relations, Portfolio Management, Process Improvement, Swedish, Danish, Credit Derivatives, Bonds, Equities, Project Planning, Project Management, International Relations, Relationship Management, Building Relationships, Business Analysis, Banking, Finance
Education
Lunds universitet 2003 — 2004
Master of Business Administration (M.B.A.), International Finance
University of Nebraska-Lincoln 1999 — 2003
Bachelor's Degree, Finance
Goodwood Capital Management May 2014 - Present
Louisiana Legislative Auditor January 2014 - August 2014
Bank of America Merrill Lynch May 2012 - December 2012
Skills
Customer Service, Management, Microsoft Office, Financial Analysis, Investments, Leadership, Risk Management, Finance
Education
Louisiana State University 2010 — 2014
Bachelor's degree, Finance, General
Bank of America Merrill Lynch April 2014 - Present
Bank of America-Merrill Lynch November 2012 - March 2014
Buckman Buckman & Reid June 2009 - January 2012
Skills
Extensive work with..., Microsoft Office, Microsoft Excel, PowerPoint, Finance, Financial Analysis, Social Networking, Social Media, Public Speaking, Customer Service
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance and Global Business
Christian Brothers Academy
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Skills
CRM, Corporate Finance, Loans, Banking, Finance, Structured Finance, Portfolio Management, Strategy, Strategic Planning, Business Strategy, Financial Structuring, Commercial Banking, Credit, Capital Markets, Underwriting, Financial Modeling, Commercial Lending, Business Development, Management, Financial Analysis, Credit Risk, Sales, Executive Management, Risk Management
Education
Loyola University Maryland 1990 — 1992
MBA
Loyola University Maryland 1987 — 1989
BBA
University of Maryland College Park 1984 — 1986
Severna Park High School 1981 — 1984
Severn School 1979 — 1984
Bank of America Merrill Lynch March 2012 - Present
Education
Loyola College 1992 — 1994
Master’s Degree, Mathematics
Loyola College 1989 — 1992
Bachelor’s Degree, Mathematics
Ipreo June 2014 - Present
Bank of America Merrill Lynch June 2013 - September 2013
Marshall & Sterling January 2013 - May 2013
Marist College Greystone Fixed Income Fund January 2013 - May 2013
Marist College Greystone Equity Fund August 2012 - December 2012
Callaghan Tax Services, Incorporated June 2012 - August 2012
Skills
Financial Analysis, Financial Statement..., Investment Strategies, Investment Valuation, Investment Selection, Communication, Relationship Management, Project Management, Organization, Close Attention to..., Problem Solving, Technology, Microsoft Office, Equities, PowerPoint, Bloomberg Terminal, Investment Management, Bloomberg, Investments, Fixed Income
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
KIC Chemicals November 2013 - Present
Bank of America Merrill Lynch May 2012 - January 2014
Paychex Payroll Company 2011 - 2012
Paychex Payroll Company 2011 - 2012
Paychex Payroll Company 2011 - 2012
Paychex Payroll Company 2011 - 2012
Paychex Payroll Company 2011 - 2012
MHVFCU June 2007 - June 2010
Skills
Financial Risk, Insurance, Risk Management, Risk Assessment, Finance, Management, Internal Audit, Auditing, Banking, Business Analysis, Process Improvement, Financial Modeling, Investments, Internal Controls
Education
Marist College 2005 — 2007
Masters of Public Administration, Public/Private Management
University at Albany, SUNY
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Poly Prep Country Day School July 2012 - August 2013
J.Crew May 2012 - July 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Financial Analysis, Access, Team Leadership, Time Management, Data Analysis, Research, Analysis, Windows, English, Public Speaking, Social Media, Positive Personality, Enthusiasm to learn, Networking, Management, Sales
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Major: Business Economics Minor: Information Systems
New York University 2013 — 2013
Transfer Course, Upper Level English Language and Literature/Letters
Bank of America Merrill Lynch May 2015 - August 2015
Capital One June 2014 - August 2014
Sabine State Bank & Trust February 2011 - May 2014
Northwestern Mutual September 2013 - April 2014
Skills
Customer Service, Accounting, Public Speaking, Budgets, Finance, MS Excel Pivot Tables, Excel Dashboards, Excel models, Investments, Loans, Management, Sales, Social Media, Risk Management
Education
Louisiana State University 2012 — 2013
Bachelor of Applied Science (BASc), Finance, General
Bank of America Merrill Lynch February 2008 - Present
AG Edwards and Sons, Inc. September 2007 - 2008
Travis Mortgage 2003 - 2006
Skills
Mortgage Lending, Series 7, Portfolio Management, Loans, Banking, Credit, Mutual Funds, Wealth Management, Mortgage Banking, Residential Mortgages, Financial Services, Finance
Education
Marist College 1997 — 2001
Bachelor of Arts
Bank of America Merrill Lynch July 2014 - Present
RBS Markets & International Banking July 2013 - July 2014
UBS Investment Bank January 2011 - July 2013
Skills
Fixed Income, Equities, Securities, Credit Risk, Bloomberg, Bloomberg Terminal, Middle Office, Credit Derivatives, Financial Services, Swaps, Derivatives, Hedge Funds, Account Reconciliation, Analysis, Bonds, Trading Systems, Options, Capital Markets, Management, Investment Banking, Equity Derivatives, Government Bonds, Trading, US Treasuries, Commercial Paper, High Yield Bonds, Futures Trading
Education
Marist College
Bachelor of Science (BS), Business Administration - Finance; Minor in Accounting
Marist College
Bachelor of Science (BS), Biomedical Sciences
Thomas H. Lee Partners July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Macalester College Investment Office June 2010 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
Travelers May 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics, Psychology
Duluth Marshall
Duluth Marshall
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Accenture February 2006 - February 2012
Bank of America Merrill Lynch 2009 - 2011
Calpine Solutions June 2004 - October 2005
Skills
Requirements Gathering, JDBC, QTP, JSP, Software Quality..., Business Analysis, Test Planning, Executing Test Plans, Systems Integration..., Functional Analysis, Risk Analysis, Manual Testing, Agile Methodologies, Business Requirements, Business Process..., CRM, Defect Tracking, Functional Testing, JIRA, Mergers, Quality Center, SDLC, System Integration..., User Acceptance Testing, Software Project..., Test Strategy, SOA, Requirements Analysis, PL/SQL, Business Development
Education
Mahatma Gandhi University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science
Vidyodaya 1998 — 2000
Tribune Publishing July 2015 - Present
The Aparecio Foundation May 2015 - Present
American Dental Association April 2014 - Present
Bank of America Merrill Lynch October 2011 - Present
The Two-Woman Crusade September 2009 - Present
Various online and print publications May 2007 - Present
Skills
Research, Blogging, Social Media, Editing, Facebook, Marketing, PowerPoint, Social Networking, Press Releases, Sales, Public Relations, Microsoft Office, Copywriting, Creative Writing, Proofreading, Copy Editing, Publishing, Publications, Photography, Social Media Marketing
Education
Loyola University of Chicago 2005 — 2009
Bachelors of Arts, Communication
Bank of America Merrill Lynch July 2014 - Present
Lutheran Child and Family Services of Illinois July 2013 - July 2014
Lutheran Child and Family Services of Illinois January 2012 - June 2013
Lutheran Child and Family Services of Illinois June 2008 - December 2011
Dowd Bloch & Bennett June 2004 - February 2008
Skills
Social Services, Non-profits, Public Speaking, Mental Health, Foster Care, Organizational..., Microsoft Office, Recruiting, Leadership Development, Nonprofits, Program Development, Customer Service, Research, Outlook, Crisis Intervention, Fundraising, Event Planning, Training, Psychotherapy, Case Managment, Psychology, Community Outreach, Program Evaluation, Volunteer Management
Education
Loyola University Chicago 2006 — 2008
M.S.W., Leadership & Organizational Development
Trinity Christian College 2002 — 2006
Bachelors, Psychology
CIT October 2011 - Present
Bank of America Merrill Lynch April 2010 - October 2011
BMW April 2008 - February 2010
Citi May 2004 - June 2008
Fiserv EFT March 2002 - June 2004
EDS March 1997 - March 2002
Standard & Poor's October 1986 - March 1997
Skills
SDLC, PMO, PMP, Business Analysis, Program Management, Project Portfolio..., Project Management, Oracle, IT Management, Business Process, CRM, Software Development, Portfolio Management, Cross-functional Team..., ITIL, Risk Management, Testing, Strategy, Visio, Vendor Management, Management, Requirements Gathering, Agile Methodologies, Software Project..., Financial Services, Outsourcing, Leadership, Quality Assurance, Process Improvement, Cloud Computing, IT Strategy, Telecommunications
Education
Manhattan College 1984 — 1987
MBA, Finance
Manhattan College 1977 — 1980
BEE, Engineering
Bank of America Merrill Lynch August 2014 - Present
Career Break October 2013 - July 2014
Macquarie Bank August 2007 - September 2013
Thomson Legal and Regulatory June 2005 - August 2007
Sun Microsystems January 2002 - March 2004
Skills
Python, Unix, SQL, T-SQL, Financial Modeling, C++, Microsoft SQL Server, Excel VBA, Data Feeds, Backtesting, VBA, Perl, Sybase, Java, JavaScript
Education
Macquarie University 2008 — 2010
Masters, Applied Finance
University of Technology, Sydney 2000 — 2003
BSc, Computer Science, Distinction Average - Graduated with First Class Honours
Northern Trust Hedge Fund Services, LLC June 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2011
Breakwater Trading April 2004 - May 2006
Bank of America, N.A. April 1997 - April 2004
Skills
Fixed Income, Options, CDS, Alternative Investments, Equities, Trading, Portfolio Management, Investments, Structured Products, Proprietary Trading, Derivatives, Hedge Funds, Bloomberg, Trading Systems, Electronic Trading, Bonds, Capital Markets, Mutual Funds, Financial Markets
Education
Loyola University of Chicago 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
Notre Dame
Bank of America Merrill Lynch July 2008 - Present
Banc of America Securities June 2007 - August 2007
Postlethwaite & Netterville October 2002 - July 2006
Education
Wake Forest University School of Business 2006 — 2008
Louisiana State University
BS, Finance
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Credit Suisse January 2011 - May 2014
Credit Suisse October 2008 - January 2011
Bear Stearns August 2007 - June 2008
Bear Stearns August 2005 - July 2007
Education
Marist College 1999 — 2003
Manalapan
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
Bank of America - Merrill lynch February 2014 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch July 2010 - March 2011
Numal Technologies, Inc November 2007 - August 2010
SETFOCUS 2010 - 2010
Elite Software Group February 2005 - October 2007
Ernst & Young 2004 - 2005
BearingPoint Consulting 2002 - 2004
Polo Ralph Lauren 2000 - 2002
SEPTA 1999 - 2000
Skills
SharePoint, Microsoft SQL Server, HTML, WCF, Business Intelligence, Project Management, .NET, Microsoft Office..., XML, SharePoint Designer, Access, Security, Software Development, Enterprise Architecture, SDLC, Agile Methodologies, T-SQL, ASP.NET, SSIS, SOA
Education
Stevens Institute of Technology 2011 — 2015
Master of Science (MS), Management Information Systems, General
SetFocus 2010 — 2010
Sharepoint MP, Sharepoint
Madurai Kamaraj University 1993 — 1996
MBA, Business
Thiagarajar college of Engineering 1989 — 1993
Bachelor of Engg., Computer Science
AXA Financial Vice PresidentAXA Group2005 - Present
MBIA 2003 - 2005
Bank of America Merrill Lynch 1997 - 2005
NatWest Capital Markets 1995 - 1997
Skills
Strategic Financial..., Expense Management, Financial Analysis, Sarbanes-Oxley Act, Fixed Income, Risk Management
Education
Marist College 1982 — 1986
Bank of America Merrill Lynch September 1999 - Present
LaSalle Bank 1994 - 1996
Skills
Compliance, Customer Relations, Client Services, Account Management
Education
Loyola University Chicago 1986 — 1990
Bank of America Merrill Lynch November 2013 - Present
Deutsche Bank AG August 2006 - November 2013
Sullivan & Cromwell LLP September 2001 - July 2006
Rockefeller & Co., Inc. May 1999 - May 2000
Prudential Securities, Inc. October 1994 - May 1999
Skills
Cross-border..., Securities, Capital Markets, Corporate Governance, Structured Products, Derivatives, Corporate Finance, Securities Regulation
Education
New York University School of Law 1998 — 2001
JD, Law
The University of Connecticut 1992 — 1994
BA, Political Science and Government
Manhattan College 1990 — 1992
Citigroup July 2011 - Present
Bank of America Merrill Lynch April 2009 - July 2011
Bank of America March 2003 - April 2009
Bank of America October 2000 - March 2003
Deutsche Bank 1996 - 2000
Skills
Market Data, Expense Management, Risk Management, Process Improvement, Project Management, Six Sigma, Strategic Planning, Operational Risk, Vendor Management, Banking, Business Analysis, Equities, Investment Banking, Bloomberg, Capital Markets, Financial Risk, Fixed Income, Relationship Management, Financial Analysis, Financial Markets, Integration, Analysis, Databases, Financial Services, Management
Education
Pace University 1997 — 2000
Masters, Computer Information
Marist College 1991 — 1995
BS, Technology, Marketing
ArtSys Group, LLC May 2013 - Present
Bank of America Merrill Lynch October 2009 - April 2013
Alsis Funds LLC January 2009 - October 2009
Bank of America October 2000 - July 2008
Skills
Interest Rate..., Credit Derivatives, R, Trading Strategies, Interest Rate Risk..., VBA, Mathematical Modeling, Financial Modeling, FX trading, Fixed Income Products, Equity Derivatives, Derivatives Pricing, C#, SQL, Mathematica, Programming, .NET, CFA, FRM, Certificate in..., Series 3, Financial Risk..., Quantitative Finance
Education
University of Chicago
Masters, Financial Mathematics
Loyola University of Chicago
MBA, Finance, Derivatives
Ida Crown
Bank of America Merrill Lynch August 1993 - Present
Merrill Lynch August 1993 - February 2012
Education
Louisiana State University 1988 — 1993
BA, History/English
Bank of America Merrill Lynch September 2013 - Present
Skills
Credit Risk, Commodity, Market Risk, Commodity Markets, Dodd-Frank, Accounting, Natural Gas
Education
Louisiana State University
Bank of America Merrill Lynch April 2014 - Present
Bank of America February 2012 - October 2014
Citizens Bank March 2006 - February 2012
Sterling Jewelers May 2003 - March 2006
Zales Jewelers April 1998 - May 2003
Skills
Consumer Lending, Credit, Mortgage Lending, Banking, Commercial Lending, Retail Banking, Loans, Training, Customer Service, Recruiting, Small Business Lending, Commercial Banking, Management, Sales, Lines Of Credit, Credit Analysis
Education
Manchester Community College 2001 — 2002
LPN, Registered Nursing/Registered Nurse
University of Maine 1997 — 1999
Nursing
Bank of America Merrill Lynch September 2012 - Present
Jefferies & Company December 2010 - September 2012
Bank of America October 2006 - December 2010
Bank of America June 2004 - October 2006
LaBranche & Co. September 1997 - March 2004
Skills
Options, Capital Markets, Equities, Trading, Fixed Income, Hedge Funds, Series 7, Securities, Equity Trading
Education
Loyola University Maryland 1991 — 1995
B.A., Finance
Richmond, The American International University in London 1993 — 1994
Standard & Poor's December 2014 - Present
Bank of America Merrill Lynch March 2014 - December 2014
Yesmail December 2012 - February 2014
Persistent Systems April 2010 - October 2012
Persistent Systems April 2008 - March 2010
Persistent Systems September 2006 - March 2008
Skills
Oracle, PL/SQL, Informatica, ETL, Data Analysis, IDQ, Microsoft SQL Server, SQL, Shell Scripting, Unix, Unix Shell Scripting, DataStage, XML, C++, Ruby on Rails, Ruby, AJAX, Business Analysis
Education
University of Pune 2003 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
Maharashtra Institute of Technology 2000 — 2003
Diploma, Computer Engineering
Bank of America Merrill Lynch May 2010 - Present
The Capital Roundtable May 2007 - May 2010
The Orlando Dermatology & Aesthetic Conference April 2006 - May 2007
Thomson Financial May 2004 - April 2006
PanAmSat 1999 - 2004
Education
Mercy College 2009 — 2012
M.A. in Education, Early Childhood
Marist College 1995 — 1999
Maria Regina High School 1991 — 1995
Bank of America - Merril Lynch December 2013 - Present
Bank of America - Merrill Lynch May 2011 - December 2013
M&T Bank August 2007 - June 2011
The Washington Redskins December 2003 - August 2007
Skills
Credit, Portfolio Management, Risk, Customer Relations, Letters Of Credit, Export Finance, Banking, Finance, Program Management, Management, Customer Service, Commercial Banking, Corporate Finance, International Trade, Letters of Credit, Financial Modeling, Credit Analysis, Financial Risk, Risk Management, Loans, Financial Services, Strategic Planning, Financial Analysis, Analysis, Commercial Lending
Education
Loyola University Maryland - Sellinger School of Business 2008 — 2012
MBA, International Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2002
BS, Business Management
Bank of America Merrill Lynch March 2014 - Present
Chicks with Cameras LLC January 2012 - Present
Bank of America June 2012 - March 2014
Bank of America May 2011 - June 2012
RR Donnelley August 2009 - July 2010
Archdiocese of Chicago February 2008 - July 2009
Skills
Archives, Data Entry, Photography, Research, Photoshop, Wedding Photography, Portrait Photography, Microsoft Office, Customer Relations, Banking, Risk Management, Process Improvement, Management, Data Analysis, Customer Service
Education
Loyola University Chicago 2007 — 2009
M.A., Public History
University of North Carolina at Chapel Hill 2003 — 2007
B.A., History; Peace, War, and Defense
Bank of America Merrill Lynch October 2009 - Present
Jefferies & Company August 2006 - February 2008
Lehman Brothers February 2001 - August 2006
Arthur Andersen September 1998 - February 2001
Education
Loyola University Maryland 1994 — 1998
Chaminade High School 1990 — 1994
Bank of America Merrill Lynch February 2015 - Present
Johnson & Johnson June 2013 - January 2015
Pfizer June 2012 - May 2013
Bank of America July 2009 - June 2012
Pfizer Inc 2006 - 2009
Johnson & Johnson January 2005 - March 2006
Novartis August 2002 - December 2004
Verizon 2000 - 2002
Wipro Technologies November 1994 - May 2000
Skills
Data Warehousing, Data Warehouse..., Informatica, Oracle, Unix, Oracle PL/SQL..., Unix Shell Scripting, Business Objects, Cognos, Microstrategy
Education
PSG College of Technology 1990 — 1994
B. E
Madurai Kamaraj University
MBA
Nexen August 2014 - Present
Oxy September 2012 - August 2014
Bank of America Merrill Lynch August 2010 - September 2012
JPMorgan Chase May 2007 - August 2010
NetIQ 2003 - 2007
Right Management 1999 - 2003
eBase One 1998 - 1999
Burlington Resources 1997 - 1998
Skills
ITIL, Security, Citrix, VBScript, C#, Shell Scripting, Java, Perl
Education
Louisiana State University 1992 — 1996
BA, Music and Information Systems
Bank of America Merrill Lynch November 2007 - Present
Infosys Technologies Ltd 2000 - 2010
Advanced Information Services 1994 - 2000
Skills
PMP, Java, C++, SDLC, Business Analysis, Data Warehousing, Oracle, Software Project..., SQL, Equities, IT Strategy, Program Management, Fixed Income, Enterprise Architecture, Hedge Funds, Trading Systems, Vendor Management, Prime Brokerage, Business Intelligence, Market Data
Education
MKU
Madurai Kamaraj University
M.Sc
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch 2003 - 2008
Goldman Sachs January 1996 - April 2003
Skills
Equities, Financial Services, Fixed Income, Financial Modeling, Investments, Portfolio Management, Risk Management, Financial Analysis, Wealth Management, Asset Management
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Manhattan College 1991 — 1994
B.S., Accounting
Bank of America Merrill Lynch August 2010 - Present
Credit Suisse July 2007 - July 2010
Deloitte 2000 - 2007
Florida Atlantic University 1991 - 2000
Education
The University of Chicago 1997 — 1998
MS, Financial Mathematics
Louisiana State University 1987 — 1991
PhD, Finance
Bank of America Merrill Lynch July 2014 - Present
New York University March 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Infosys August 2009 - May 2012
Skills
Ruby, Ruby on Rails, JavaScript, Python, Node.js, Visual C++, C#, C++, Financial Risk..., C/C++ STL, Linux, Unix Shell Scripting, MySQL, Microsoft SQL Server, Oracle, PostgreSQL, SQLite, Java, R, Minitab, SciPy, NumPy, Canopy, Weka, Business Intelligence, Tableau, Macroeconomics, Statistical Modeling, Data Mining, ASP.NET, SSRS, WCF, WPF, OBIEE, Data Warehousing, .NET
Education
New York University 2012 — 2014
Master's Degree, Management Information Systems, General
Manipal Institute of Technology 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science and Engineering
St. Columba's School 1992 — 2005
Bank of America Merrill Lynch February 2006 - Present
Mellon Financial Corporation 1987 - 2004
Skills
ACH, Investments, Treasury Services, Financial Services, Commercial Lending, Treasury Management, Cash Management, Banking, Commercial Banking, Portfolio Management, Risk Management, Capital Markets, Financial Analysis, Derivatives, Executive Management, Payment Systems, Financial Risk, Corporate Finance, Credit Analysis, Finance, Financial Modeling, Mortgage Lending, Equities, FX Options, Private Banking, Electronic Payments, AML, Alternative Investments, Internet Banking, Treasury, Loans, Financial Institutions, Wealth Management, Mergers, Fixed Income, Cross Selling, Securities, Credit Cards, Credit Risk, SWIFT payments, Credit, Structured Finance, Relationship Management, Retail Banking, Series 7, Strategic Financial..., Liquidity Management, Business Relationship..., Banking Relationships, Payments
Education
Philadelphia University 1986 — 1988
MBA, Business/Finance
Lycoming College 1978 — 1982
BA, Business Administration
Governor Mifflin
Bank of America Merrill Lynch March 2009 - Present
TriSyn Group May 2006 - January 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Northern Trust 1979 - March 1997
Skills
Easytrieve, CICS, DB2, JCL, Mainframe, VSAM, COBOL, IMS DB/DC, PL/1, WebSphere MQ, Financial Analysis, Loan Origination, Deposits, VM, TSO, Systems Analysis, Software Development, IBM Mainframe
Education
Loyola University Chicago
BBA, Public Accounting, Finance
Bank of America Merrill Lynch July 2015 - Present
JPMorgan Chase 2012 - July 2015
JPMorgan Chase 2009 - 2012
JPMorgan Chase 2006 - 2009
JPMorgan Chase 1992 - 2006
JPMorgan Chase Bank 1998 - 2000
Skills
Banking, Cash Management, Relationship Management, Treasury Services, Customer Service, Insurance, Sales, Process Improvement, Treasury Management, Business Analysis, Account Management, Team Building, Strategic Planning, Forecasting, New Business Development, Payments, Sales Management, Fixed Income, Mutual Funds, Credit Analysis, Financial Services, Portfolio Management, Management
Education
Loras College
Bachelor’s Degree, Business Administration
Bank of America Merrill Lynch August 2015 - Present
UBS Investment Bank August 1996 - August 2015
Skills
Investment Banking, Derivatives, Equities, Capital Markets, Fixed Income
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Finance
Marist College
BS, Business/Philosophy
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch September 2008 - April 2009
JP Morgan Chase & Co. (Bear Stearns & Co.) July 2007 - September 2008
Skills
Fixed Income, Series 7, Series 63, Middle Office, Capital Markets, Bloomberg Terminal
Education
Marist College 2003 — 2007
Bachelor of Science, Finance
Bank of America Merrill Lynch 1996 - Present
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Series 7, Bloomberg, Asset Management, Equity Research, Series 63
Education
Loyola University Chicago
Master of Business Administration (M.B.A.)
Marquette University
Bachelor of Science (BS)
Deutsche Bank September 2015 - Present
Bank of America Merrill Lynch August 2010 - August 2015
HSBC Bank USA, NA July 2005 - July 2010
HSBC Bank USA, NA 2004 - 2009
KBC Financial Products March 2004 - July 2005
Barclays Capital May 2003 - March 2004
Skills
Derivatives, Trading, Fixed Income, Equities, Bloomberg, Capital Markets, Hedge Funds, Securities, Options, Investment Banking, Series 7
Education
Manhattan College 1999 — 2003
Finance
St. Francis Preparatory High School 1995 — 1999
UBS Wealth Management March 2013 - July 2013
Bank of America Merrill Lynch April 2012 - August 2012
Goldman Sachs & Co. 1987 - 2011
Skills
Fixed Income, Back Office, Middle Office, DTC, Collateral Management, Alternative Investments, Hedge Funds, Money Market, Repos, Private Equity, Derivatives, Trading Systems, Bloomberg, Account Reconciliation, Trading Operations, Settlement Services, Accounts Receivable, SOX Compliancy, Certificates of Deposit, Commercial Paper, Municipal Bonds, Confirmation, Bloomberg Terminal, PIMS, New Account Opening, Break Fix, Pricing, Project Management, Real Estate Private..., Swaps, Trading, Capital Markets, Redemption, Repurchase Agreements, Problem Solving, EMMA, Investment Banking
Education
Manhattan College
B.S., Finance/Computer Information Systems
Bank of America Merrill Lynch June 2005 - Present
Bank One June 1994 - December 2004
Education
Loyola University Chicago 1990 — 1994
Bachelor's, Business
Bank of America Merrill Lynch March 2013 - Present
HCL Technologies June 2007 - March 2013
Insoft June 2006 - June 2007
Education
Madurai Kamaraj University 2001 — 2004
Bachelor of Engineering (BE), Computer Science
VSVN Polytechnic, Virudhunagar 1997 — 2000
Computer Technology, Information Technology
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2010 - Present
Bank of America Merrill Lynch August 2013 - March 2015
Emily Fisher Charter School August 2009 - June 2010
Skills
Financial Services, Customer Service, Wealth Management, Microsoft Office, Series 7
Education
Loyola University Maryland 2000 — 2004
Bachelor's degree, Mathematics
Bank of America Merrill Lynch May 2014 - Present
Citi April 2004 - April 2013
Schering-Plough Pharmaceuticals June 2002 - September 2002
ADC Telecommunications January 2001 - May 2002
Ericsson-Hewlett Packard Telecom (EHPT) September 1999 - May 2000
Skills
Requirements Analysis, Core Java, JMS, J2EE Application..., Agile Methodologies, Reference Data, SDLC, Oracle, DB2, Sybase, PL/SQL, Order Management, CORBA, Flex, SWIFT messages, Equity Derivatives, Agency&Trust, Credit Default Swap, Autosys, Unix, WebSphere Application..., Java Enterprise Edition
Education
Maharshi Dayanand University 1995 — 1998
Masters in Computer Science & Applications, Computer Applications
Delhi University 1992 — 1995
Bachelors in Physics BS [Hons], Physics
Bank of America Merrill Lynch 1996 - Present
Education
Manhattan College 1992 — 1996
BS, Marketing, Intl Business
Dehm Associates August 2015 - Present
Morgan Stanley October 2013 - August 2015
Morgan Stanley November 2010 - October 2013
Bank of America Merrill Lynch July 2008 - November 2010
LaBranche & Co. June 2004 - August 2004
Bear Wagner Specialists June 2002 - August 2003
Skills
Series 7, Electronic Trading, Equities, Collateral Management, Bloomberg, Management, Settlement, Risk Management, Series 63, Credit Derivatives, Derivatives, Financial Services, Operational Risk..., Securities, Trading, Options
Education
Marist College 2004 — 2008
Bachelor of Science Business Administration
Xaverian High School 2000 — 2004
Cisco Systems August 2014 - Present
Bank of America Merrill Lynch November 2010 - April 2012
J.P. Morgan February 2010 - August 2010
Wipro September 2006 - January 2008
Skills
DB2, COBOL, JCL, CICS, VSAM, IBM Mainframe, SDLC, PL/SQL, Requirements Gathering, Requirements Analysis, Visio, Quality Center, Data Modeling, SOA, Fileaid, Oracle, User Acceptance Testing, Data Warehousing, Software Project..., Unix, SQL, Visual Basic, Microsoft SQL Server, HP Quality Center
Education
Madurai Kamaraj University 1999 — 2012
Master of Computer Applications (M.C.A.), Computer applications, First
Railway Mixed High School, RJY
Bank of America Merrill Lynch July 2014 - Present
New York University January 2014 - Present
Bank of America June 2013 - December 2013
New York University September 2012 - May 2013
Persistent Systems pvt.Ltd July 2010 - April 2012
Skills
Databases, SQL, Java, HTML, JSP, JavaScript, XML, Microsoft Excel, PHP, CSS, PostgreSQL, MySQL, Core Java
Education
New York University 2012 — 2014
Master's degree, Management Information Systems, General, A
Maharashtra Institute of Technology 2006 — 2010
Bachelor's degree, Computer Engineering, A
BMO Financial Group October 2014 - Present
RBC April 2010 - October 2014
Citi 2007 - 2010
Tata Consultancy Services 2005 - 2010
Bank of America Merrill Lynch 2005 - 2007
Skills
Software Project..., SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Oracle, DB2, PMP, PL/SQL, Quality Center, Vendor Management, Agile Methodologies, PMO, IT Strategy, Business Process, Project Portfolio...
Education
Madurai Kamaraj University
Master of Computer Applications (MCA)
Bank of America Merrill Lynch July 2008 - Present
Education
Loyola University of Chicago
Master of Business Administration (MBA),, Finance, General
Bank of America Merrill Lynch September 2010 - Present
City of Wilmington, DE January 2006 - September 2010
GFOA June 2004 - July 2005
Skills
Performance Management, Performance Measurement, Market Data, Derivatives, Options, Futures, Spreads, Middle Office, Business Analysis, Data Modeling, Operating Budgets, Capital Budgeting, Budget Monitoring, Budget Forecasts, Public Sector Financial..., Financial Projection, ERP Software, ERP Implementations, Performance Improvement, Strategic Planning, Statistical Data..., Policy Analysis, Financial Analysis, Policy
Education
University of Chicago 2003 — 2005
Master of Public Policy, Public Finance
Loyola University Chicago 1999 — 2003
Batchelor of Arts, Political Science, Economics
HSBC September 2014 - Present
Bank of America Merrill Lynch February 2002 - June 2013
Merrill Lynch February 2001 - February 2002
Deutsche Bank June 1997 - February 2001
Skills
Electronic Trading, Trading Systems, Trading, Capital Markets, Unix, Fidessa, Derivatives, Market Data, Business Analysis, Equities, Vendor Management, Exchange Connectivity, Equity Trading, Order Management, Low Latency, Equity Derivatives, Middle Office
Education
Loughborough University 1992 — 1996
Bachelor of Science (BSc), Management Sciences and Quantitative Methods, 2:1
Bank of America Merrill Lynch 2005 - 2010
Fifth Third Bank January 1998 - December 2004
Skills
Customer Service, Banking, Teamwork, Supervisory Skills, Training & Development
Education
Macomb Community College 1980 — 1982
Mount Clemens High 1976 — 1980
DIPLOMA, Business
Bank of America Merrill Lynch September 2015 - Present
Desautels Capital Management August 2014 - Present
CIBC World Markets May 2015 - August 2015
Changjiang Securities May 2014 - August 2014
Makikita Quykuway July 2012 - August 2012
Education
McGill University 2013 — 2016
B.Com.
Canadian Securities Institute 2013 — 2014
Marianopolis College 2011 — 2013
Diploma of College Studies (DEC)
Bank of America Merrill Lynch December 2009 - Present
Bank of America Merrill Lynch October 2009 - December 2009
Education
Manhattan College 2005 — 2009
Bachelor of Business Administration (BBA), Economics, Finance
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch August 2005 - February 2009
BNY Mellon December 2004 - August 2005
Education
Loyola University of Chicago 2002 — 2004
Master of Science (M.S.), Computer Science
Bank of America Merrill Lynch April 2012 - Present
IEEE January 2012 - March 2012
Coca Cola April 2009 - December 2011
Hewlett-Packard Co November 2008 - March 2009
HP Enterprise Services February 2003 - October 2008
Ketera Technologies Ltd August 2002 - February 2003
Yule Catto & Co plc December 2001 - July 2002
Tata Consultancy Services June 1997 - November 2001
Skills
CRM 5.0, CRM 2007 , CRM..., ECC 5.0 , ECC 6.0 EHP6..., SAP CRM Web Channel..., SAP CRM CIC- Sales and..., SAP LSMW (Legacy System..., Oracle Siebel CRM..., Siebel Enterprise..., SAP Convergent..., SAP Transportation..., Good knowledge of..., BSP Workbench ,ICM &..., Data Dictionary,..., Function Modules,..., SAP NetWeaver 7.0
Education
Madras Christian College
Bachelor of Business Administration (B.B.A.), Business Management
•Masters- Business Administration. (MBA), Texas, A & M University
A & M University, •Masters- Business Administration. (MBA)
OneWest Bank April 2015 - Present
Bank of America Merrill Lynch September 2013 - April 2015
Retirement Planning Associates July 2008 - September 2013
Covina Valley Unified School District January 2005 - July 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Publisher, Online Research, Travel Management, Business Travel, Travel Arrangements, Social Media, Social Networking, Meeting Planning, Organizing Meetings, Corporate Meetings
Education
Los Angeles Valley College 2013 — 2015
Associate’s Degree, Human Development and Family Studies, General
Alverno High School 1998 — 2002
High School