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
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
BNP Paribas June 2010 - August 2010
Robert W. Baird November 2009 - May 2010
JohnsonDiversey May 2009 - August 2009
Education
Marquette University 2006 — 2010
Bachelors, Finance, Accounting, Applied Investment Management
Whitefish Bay High School 2002 — 2006
Twitter September 2013 - Present
MIT EECS September 2012 - June 2013
MIT CSAIL January 2012 - June 2013
Bank of America Merrill Lynch 2011 - 2011
Oracle May 2010 - August 2010
Skills
Scala, Algorithms, Machine Learning, Python, C++, MapReduce, Artificial Intelligence, Statistics, Web Development, JavaScript, jQuery, AJAX, HTML, CSS, Bootstrap, Matlab, LaTeX, Computer Science, Social Networking, Software Engineering, Microsoft Office
Education
Massachusetts Institute of Technology 2012 — 2013
Master's degree, Artificial Intelligence
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (BSc), Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (BSc), Mathematics
Bank of America Merrill Lynch May 2015 - Present
State of New Jersey, Department of Human Services January 2010 - May 2015
Novo Nordisk A/S July 2007 - January 2010
Skills
Data Management, Clinical Data Management, Maintenance & Repair, Clinical Trials, Data Entry, Finance, Investments, Microsoft Excel, Access, Customer Service, Microsoft Word, Teamwork, Hospitals
Education
Rider University 2013 — 2015
Bachelor's degree, in progress, Finance, Senior
Mercer County Community College 2006 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Department of Justice Antitrust Economic Analysis Group June 2015 - August 2015
Socios Inversores February 2015 - May 2015
Bank of America Merrill Lynch January 2015 - January 2015
MIT Economics June 2014 - November 2014
MIT Political Science & Urban Studies September 2013 - August 2014
WUWM 89.7 FM - Milwaukee Public Radio July 2013 - August 2013
League of Creative Minds June 2013 - July 2013
WUWM 89.7 FM - Milwaukee Public Radio June 2012 - August 2012
Pewaukee Public Library June 2011 - January 2012
Skills
International Relations, Spanish, Economics, Journalism, Interviews
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (BS) in Economics
Universidad Complutense de Madrid
Bachelor of Science (BS), Economics
Divine Savior Holy Angels High School 2008 — 2012
Bank of America Merrill Lynch
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Options
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Hofstra University School of Law 2000 — 2003
Doctor of Law (J.D.), Law
Wake Forest University 1994 — 1998
Bachelor of Arts (BA), Sociology
Bank of America Merrill Lynch July 2014 - Present
Wellesley Women in Business March 2012 - May 2014
Wellesley College Library and Technology Services October 2011 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
R3 June 2012 - July 2012
Skills
Stata, Java, MySQL, Econometrics, HTML, Research, Objective-C, Microsoft Office, Emacs, Linux, Mathematical Statistics, Macroeconomics, Microeconomics, Multivariable Calculus, SQL, PowerPoint, Bloomberg, PHP, Teamwork, Statistics, Data Analysis, LaTeX, Visual C#, OCaml, Financial Modeling, Microsoft Excel
Education
Wellesley College 2010 — 2014
BA, Economics, Computer Science
Massachusetts Institute of Technology 2013 — 2014
Cross registration, Management, History
Nanjing Foreign Language School 2004 — 2011
Bank of America Merrill Lynch September 2014 - Present
FirstRain July 2013 - December 2013
Skills
Matlab, Python, C, R, C++ Language, Simulations, Machine Learning, LaTeX, VBA, SQL, Data Mining, Linux, Mathematica, Microsoft Office, Adobe Creative Suite, Java, Statistics, Data Analysis, Microsoft Excel, Research, Physics, Mathematical Modeling
Education
Stanford University 2012 — 2014
Master of Science (M.Sc.), Management Science & Engineering
McGill University 2010 — 2012
Master of Science (M.Sc.), Condensed Matter Physics
Nanjing University 2006 — 2010
Bachelor of Science (B.Sc.), Physics
WNA Ltd June 2015 - Present
Wichita State University August 2014 - Present
Molsonix Consulting June 2014 - Present
Bank of America Merrill Lynch July 2011 - May 2014
Bank of America Merrill Lynch September 2002 - June 2011
META Group Consulting (now Gartner Group) 2001 - 2002
MetalSpectrum 2000 - 2001
CARE August 1997 - January 2000
KPMG Consulting (later BearingPoint) September 1991 - September 1996
Skills
IT Strategy, Enterprise Architecture, Business Intelligence, Strategy, Cloud Computing, Governance, Integration, Program Management, Management, Big Data, SOA, Leadership, Consulting, SDLC, Enterprise Software, Information Technology, Project Portfolio..., Information Security, IT Management, Data Governance, Master Data Management, Infrastructure, Management Consulting, Information Architecture, ITIL, Business Architecture, Records Management, Information Management, Data Modeling, Six Sigma, Data Quality, Architecture Frameworks, TOGAF, Enterprise Content..., Process Modeling, Application Portfilio..., CMDB, Zachman, ARIS, ECM, NoSQL, ILM, E-Discovery Consulting, Tableau, Amazon Web Services...
Education
Massachusetts Institute of Technology 2015 — 2015
Professional Education - IT Computer Science and Artificial Intelligence Laboratory (CSAIL)., Tackling the Challenges of Big Data
University of Pennsylvania
Engineering / Business
Raymond James Financial Services, Inc. June 2005 - Present
Collier Financial Solutions, Inc June 2005 - Present
Bank of America Merrill Lynch April 1994 - April 2005
Morgan Stanley January 1988 - December 1990
Merrill Lynch July 1985 - January 1988
Skills
Retirement Planning, 401k, Investment Advisory, IRAs, Estate Planning, Retirement, High Net Worth..., Asset Allocation, 401k Rollovers, Investment Strategies, 529 Plans, Deferred Compensation, Money Management, Wealth Accumulation, Roth IRA, Comprehensive Wealth..., Retirement Income..., Long Term Care, Private Wealth..., Wealth Transfer, Wealth Preservation, Asset Management, Insurance Planning, IRA's, Financial Planning, Annuities
Education
Marshall University 1974 — 1976
Business, Management, Marketing
The American College
CFP, Certification for CFP Board
Northern Trust Corporation May 2015 - Present
CFA Tampa Bay Society July 2013 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch October 2011 - August 2013
BB&T March 2011 - September 2011
Simple Adventures, Inc March 2006 - January 2011
Morgan Stanley Smith Barney May 1999 - March 2006
Merrill Lynch May 1987 - May 1999
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Asset Management, Technical Analysis, Trading, Securities, Investment Strategies, Asset Allocation, Investment Management, Finance, Series 7, Financial Services, Financial Advisory, Bonds
Education
CFA Institute
CFA Charterholder, 2012, Charlottesville, VA
FINRA Certification
Financial Services
Market Technicians Association
CMT, Chartered Market Technician, 2013
Massachusetts Institute of Technology
Graduate coursework, Organic Chemistry
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Vanderbilt University
Bachelor of Arts, cum laude, Chemistry
BMO Capital Markets September 2013 - Present
Bank of America Merrill Lynch November 2009 - November 2012
Bank of America January 2008 - November 2009
Banc of America Securities April 2002 - January 2008
Allied Capital April 1999 - December 2000
Morgan Stanley July 1996 - April 1999
Morgan Stanley July 1991 - July 1994
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Mergers, Due Diligence, Treasury Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Massachusetts Institute of Technology 1987 — 1991
SB
Damascus High School 1983 — 1987
1987
Yogamaya New York 2012 — 2013
Registered Yoga Teacher (RYT) 200 Hour; 300 Hour Advanced Certification
Bank of America Merrill Lynch 2005 - 2012
DKR Capital August 2002 - July 2005
Morgan Stanley 2000 - 2002
Education
Massachusetts Institute of Technology 1996 — 2000
Bachelor's degree, Electrical Engineering
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Desautels Capital Management September 2011 - April 2013
MetLife June 2011 - September 2011
Skills
FactSet, Pitch Books, Bloomberg Terminal, Capital IQ, Minitab, PowerPoint, Microsoft Excel, MS Access, Equities, Portfolio Management
Education
McGill University 2010 — 2013
BCom, Finance; Honors Investment Management
Bank of America Merrill Lynch June 2014 - Present
Charles River Associates May 2013 - August 2013
MIT June 2012 - August 2012
MIT June 2011 - August 2011
Skills
Financial Modeling, Economics, Stata, Quantitative Analytics, Financial Analysis, Data Analysis, Mathematics, Quantitative Research, Statistical Modeling
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Arts (B.A.), Economics
West Shore Jr./Sr. High School 2007 — 2010
Diploma of Distinction
Bank of America Merrill Lynch March 2011 - Present
Axiom Law November 2009 - January 2011
NYSE Euronext 2007 - 2009
New York Stock Exchange 2004 - 2007
NYSE Euronext September 1999 - 2004
New York County District Attorney's Office 1987 - 1996
Skills
Securities Regulation, FCPA, Internal Investigations, Litigation, Negotiation, OFAC, Securities, Fraud, Corporate Governance, Privacy Law, Due Diligence, AML, Financial Risk, Risk Management, Financial Services, Commercial Litigation, Trials, Anti Money Laundering, Legal Compliance
Education
Hofstra University School of Law
Juris Doctor
Northeastern University
Bank of America Merrill Lynch October 2014 - Present
Central University of Finance and Economics June 2012 - August 2012
Dream Corps April 2011 - April 2012
Goldstate Securities June 2011 - August 2011
China National Materials Group Corporation June 2010 - August 2010
Skills
Quantitative Analytics, Financial Modeling, Bloomberg Terminal, Capital IQ, Leadership, Project Management, Microsoft Office, Stata, Java, R, Matlab, Economics, Mandarin, Microsoft Excel, Data Analysis, Research, PowerPoint, Financial Analysis
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance, Finance
University of Virginia 2009 — 2013
Bachelor of Arts (B.A.), Statistical Mathematics; Economics; Minor in History, Overall: 3.84/4.0
Bank of America Merchant Services September 2014 - May 2015
Morgan Stanley Wealth Management February 2012 - October 2012
Bank of America Merrill Lynch March 2011 - August 2011
EverBank (Formerly Bank of Florida) April 2009 - September 2010
Wells Fargo April 2008 - April 2009
Bank of America November 2002 - March 2008
Bank of America October 2001 - November 2002
Bank of America February 1999 - September 2001
Skills
Wealth Management, Series 63, Portfolio Management, Credit Analysis, Credit, Risk Management, Small Business Lending, Uniform Combined State..., Banking, Investments, Finance, Loans, Commercial Banking, Private Banking, Financial Planning, Mortgage Lending, Series 7, Treasury Management, Retail Banking, Business Development, Sales, Investment Management, Cash Management, Underwriting, Consumer Lending, Financial Services
Education
McGill University 1995 — 2000
Bachelor of Arts, Polical Science
Keiretsu Forum September 2014 - Present
Standard Chartered Bank April 2012 - June 2014
Bank of America Merrill Lynch January 2005 - December 2011
IBM March 2003 - January 2005
IBM December 2001 - March 2003
IBM September 2000 - December 2001
Exxon June 1999 - August 1999
ING Baring Securities September 1993 - May 1998
Skills
Treasury, Corporate FP&A, Capital Markets, Equities, Corporate Finance, Equity Derivatives, Investment Banking, Derivatives, Financial Structuring, Risk Management, Strategic Financial..., Financial Analysis, Managerial Finance, Fixed Income, Project Management, Management Accounting, Corporate Tax, Financial Modeling, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
University of Washington
BA, Economics
Bank of America Merrill Lynch June 2004 - Present
Shearman & Sterling LLP September 1998 - May 2004
Skills
Series 7, Series 24, Series 63, Leveraged Finance, Private Equity, Fixed Income, Capital Markets, Investment Banking, Securities, Valuation, Mergers, Corporate Finance, Due Diligence, Hedge Funds, Investments
Education
University of Toronto 1995 — 1998
Doctor of Law (JD), Law
McGill University 1991 — 1995
Bachelor's degree, Political Science and Government
Bank of America Merrill Lynch July 2011 - Present
Skills
Quantitative Analytics, Trading, Data Analysis
Education
Massachusetts Institute of Technology 2007 — 2011
SB, Mathematics, Finance, Economics
Bank of America Merrill Lynch August 2012 - Present
Goldman Sachs October 2010 - August 2012
DreamWafer January 2008 - February 2010
Skills
Trading Systems, Derivatives, Electronic Trading, Bloomberg, Market Data, Equity Derivatives, Low Latency, Equities, Investment Banking, Sybase, Unix, Hedge Funds, Capital Markets, Bloomberg Terminal, Options, Equity Trading, Financial Markets, Trading, FX Options, Equity Research, VBA, Microsoft Office, SQL, Java, Project Management
Education
McGill University 2008 — 2010
M. Eng., Electrical And Computer Engineering
McGill University 2008 — 2010
Graduate Diploma, Finance
McGill University 2004 — 2007
B. Eng, Electrical And Computer Engineering
enableIT LLC May 2014 - May 2015
TTI of USA March 2014 - May 2014
Bank of America Merrill Lynch July 2013 - October 2013
Blackwall Capital Markets Inc. August 2012 - March 2013
John Thomas Financial (Contract) November 2012 - February 2013
Skills
Analysis, Spanish, Microsoft Excel, Microsoft Office, Bloomberg, Corporate Communications, Outlook, Series 7, Series 63, Recruiting, Finance, Management
Education
Marist College 2006 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Cardinal Hayes High School 2002 — 2006
Cardinal Hayes High School
Charles River Associates July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
NERA Economic Consulting January 2014 - February 2014
MIT Sloan School of Management February 2013 - February 2014
Marketing and Stewardship Office, Wellesley College September 2012 - December 2012
R3 Consulting May 2012 - August 2012
Commonwealth Land Trust September 2011 - December 2011
Skills
STATA, MATLAB, Microsoft Excel, PowerPoint, Statistics, Data Analysis, SPSS, Research, Economics, Financial Modeling, Analysis, Microsoft Office, English, Microsoft Word, Data Modeling, Matlab
Education
Wellesley College 2011 — 2015
Bachelor's degree, Economics, Mathematics
Massachusetts Institute of Technology - Sloan School of Management
Cross-Registered Student
The Gunnery School 2009 — 2011
High School Diploma, Cum Laude, 4.44
Graphic Packaging International November 2014 - Present
Graphic Packaging International July 2013 - November 2014
Bank of America Merrill Lynch May 2012 - August 2012
Anchor South Marine Management Group May 2011 - August 2011
Skills
Financial Analysis, Finance, Equity Research and..., Cost Accounting, Account Reconciliation, Budgets, Cash Flow Forecasting, Budget Analysis, Financial Reporting, Public Speaking, Operating & Capital..., Capital Valutions, Demand Planning, Auction Management, Thompson One, QuickBooks, Microsoft Excel, SAP, TM1
Education
Mercer University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Clean Power Finance July 2014 - Present
GE Capital Energy Financial Services June 2013 - August 2013
Bank of America Merrill Lynch November 2010 - May 2012
Bank of America Merrill Lynch July 2009 - October 2010
Bank of America Merrill Lynch June 2008 - June 2009
Skills
Finance, Financial Modeling, Business Development, Strategic Partnerships, Renewable Energy, Management, Strategy, Investments, Emerging Markets, Business Strategy, Entrepreneurship, Analysis, Due Diligence, Start-ups
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelors of Arts, Economics, Arabic (Minor)
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan January 2013 - February 2013
Deloitte 2013 - 2013
J.P. Morgan November 2012 - November 2012
J.P. Morgan June 2012 - August 2012
Credit Suisse January 2012 - February 2012
Genzyme May 2011 - November 2011
Whitehead Institute January 2011 - May 2011
Whitehead Institute for Biomedical Research January 2011 - May 2011
Nokia Inc January 2011 - May 2011
Skills
Cell, Cancer, In Vivo, Genomics, Cell Signaling, Research, Analysis, Python, Clinical Development, Java, Data Analysis, Matlab, Statistics, Machine Learning, Programming
Education
Massachusetts Institute of Technology 2010 — 2014
Computer Science and Management Science
Little Rock Central High School 2006 — 2010
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch September 2004 - July 2011
ExpertPlan June 2000 - September 2004
CitiStreet 1998 - June 2000
Merrill Lynch March 1997 - November 1998
Johnson & Fargo Pension Actuaries December 1995 - March 1997
United States Marine Corps November 1990 - 1995
Skills
Product Management, Channel Management, Contract Negotiation, Team Leadership, Governance, Risk Mitigation, FINRA Series 7, Partner Relationship..., Product Development, Business Process, 401k, Plan Implementation, Client Services, Business Alliances, Record Keeping, Financial Services, Series 7, Risk Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Start-ups, Financial Advisory, Channel Partners, Partner Management, Management
Education
Thomas Edison State College 2007 — 2015
BSOL, Organizational Leadership & Management
Mercer County Community College
AAS, Liberal Arts & Social Sciences
Endeavour Partners May 2014 - August 2014
Bank of America Merrill Lynch January 2014 - January 2014
Accenture June 2013 - August 2013
Political Experiments Research Lab at MIT June 2012 - August 2012
Skills
Microsoft Office, Research, Microsoft Excel, Economics, Adobe Photoshop, Finance, STATA, Public Speaking, LaTeX, Econometrics, English, Microeconomics, Macroeconomics, PowerPoint, Photoshop, XLMiner, Data Analysis, Microsoft Word, Statistical Data..., Stata, Python, Analysis, Business Analysis
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (SB), Economics and Management Science
Lycée français Saint-Joseph d'Istanbul 2006 — 2011
High School Diploma, Math/Science Track
Bank of America Merrill Lynch June 2015 - Present
Rackspace June 2014 - August 2014
Rackspace, the Open Cloud Company June 2013 - August 2013
Skills
Python, Computer Science, Microsoft Office, CSS, PowerPoint, HTML, Microsoft Excel, Matlab, Data Analysis, Microsoft Word, Public Speaking, Research
Education
Massachusetts Institute of Technology 2013 — 2017
Bank of America Merrill Lynch January 2015 - January 2015
BNY Mellon June 2014 - August 2014
MIT App Inventor November 2013 - May 2014
Singapore University of Technology and Design (SUTD) June 2013 - August 2013
Skills
Data Analysis, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Research, Matlab, Java, Python, Microsoft Word, Teamwork
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Computer Science, 4.7/5.0
Chinese International School 1998 — 2012
IB Diploma
Bank of America Merrill Lynch February 2015 - Present
Lisa James Otto Country Properties October 2013 - Present
Callaway Henderson Sotheby's International Realty October 2007 - October 2013
Park Ridge Realty Group December 2003 - October 2007
Weichert Realtors August 1996 - December 2003
Education
Mercer County Community College 2010 — 2012
Non-Degree Program, Medical Billing & Coding, n/a
Rutgers University, Camden, NJ 1987 — 1988
Incomplete, Public Policy & Administration, 3.8
University of Delaware 1982 — 1986
Bachelor of Arts (B.A.), Criminal Justice
C3i September 2015 - Present
Various May 2012 - Present
Bank of America Merrill Lynch September 2012 - September 2015
Mercadien Technologies December 2010 - May 2012
Horizon Group USA December 2009 - December 2010
Entech Solar, Inc. (Formerly WorldWater and Solar Technologies) January 2009 - July 2009
WorldWater & Solar Technologies, Corp. March 2008 - January 2009
Ascend Media February 2007 - January 2008
Creative MediaWorks 2004 - 2007
Triangle 2001 - 2004
Skills
Photoshop, Illustrator, Windows 7, Network Design, Troubleshooting, Hardware, Printers, Microsoft Office, Network Administration, Windows, Servers, Active Directory, Windows 8, Windows Phone, Android, OneNote, Evernote, Track-It, Apple OS, Apple Iphone/IPad, Help Desk Support, SkyDrive, Microsoft Exchange, Integration, Adobe Creative Suite, Firewalls, OS X, Databases, Cisco Technologies
Education
The Chubb Institute 2003 — 2004
Network Technician, Network Tech
Mercer County Community College 1996 — 2003
Associates, Graphic Design
Google April 2015 - Present
Google November 2013 - March 2015
Wildfire, a division of Google April 2012 - November 2013
Bank of America Merrill Lynch April 2011 - April 2012
Bank of America May 2010 - April 2011
Bank of America April 2006 - May 2010
Skills
Salesforce.com, Investments, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Modeling, Credit, Sales, Banking, Series 63, Securities, Financial Analysis, Finance, Mortgage Lending, Loans, Asset Managment, Cash Management, Personal Finance, Marketing
Education
Menlo College
BS, Finance
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - January 2011
Morrison & Foerster LLP June 2010 - August 2010
FLIR Systems June 2009 - August 2009
Spring Partners January 2009 - May 2009
Skills
Market Research, Data Analysis, Analytics, Financial Modeling, Product Management, Business Development, Valuation
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Management Science
St. Ignatius College Preparatory 2004 — 2008
HS Diploma
Bank of America Merrill Lynch July 2011 - Present
Pfizer September 2008 - August 2009
Pfizer 2004 - 2008
Pfizer Inc., Singapore 2002 - 2004
Pfizer 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance & Accounting
Massachusetts Institute of Technology 1995 — 1999
BS, Chemical Engineering
Bank of America Merrill Lynch September 2010 - March 2015
Shearman & Sterling LLP October 2007 - September 2010
Blake, Cassels & Graydon LLP 2006 - 2007
Barbra Schlifer Commemorative Clinic June 2004 - September 2004
Skills
Securities Regulation, Legal Advice, Securities, Corporate Finance, IPO, Corporate Governance, Legal Issues, Capital Markets
Education
York University - Osgoode Hall Law School 2003 — 2006
JD, Law
McGill University 1998 — 2002
BA with Great Distinction, East Asian Studies and Sociology
State Street 2015 - Present
The Commonwealth of Massachusetts Center for Health Information and Analysis 2012 - 2014
Bliss Healthcare 2012 - 2012
Bank of America Merrill Lynch 2010 - 2012
FinComun 2008 - 2009
State Street 1998 - 2008
Atlas Software Technologies 1997 - 1998
Electronics Corporation of India Limited 1994 - 1997
Skills
Program Management, Information Technology, Financial Services, Business Analytics, Business Process..., M&A experience, Thought Leadership, Venture Capital, Financial Modeling, Emerging Markets, Corporate Development, Private Equity, IT Strategy, Management Consulting, Acquisition Integration, Strategy, Valuation, Business Transformation, Investment Banking, Strategic Alliances, Business Strategy, SDLC, Business Analysis, Leadership, Start-ups, Management, Mergers & Acquisitions, Portfolio Management, Analytics, Executive Management, Business Development, Entrepreneurship, Competitive Analysis, Product Management, Strategic Consulting, Consulting, Strategic Planning, Project Management, Strategic Partnerships, Software Project..., Enterprise Software, Vendor Management, Unix, Requirements Analysis, Business Intelligence, Business Planning, Enterprise Architecture, CRM
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
MBA, Innovation and Global Leadership
Northeastern University 2000 — 2002
MS in Computer Systems Engineering, Engineering Software Design
National Institute of Technology Warangal 1990 — 1994
B. Tech, Electronics & Communication Engineering
Scotiabank September 2014 - Present
Scotiabank September 2013 - September 2014
TD Bank Group March 2011 - September 2013
Bank of America Merrill Lynch July 2010 - March 2011
TD Bank 2006 - July 2010
Canadian Tire Corporation 2005 - 2006
Skills
ALM, Funds Transfer Pricing, market risk measurement, Liquidity Risk, Investment Performance, pension risk, Interest Rate..., Exotic Derivatives, Hedging, Portfolio Optimization, Hedge Accounting, Financial Instruments, CMA, Programming Languages, VBA, SQL, Fixed Income Analysis, Financial Modeling, Stochastic Modeling, black-karasinski model, Monte Carlo Simulation, mortgage prepayment..., Cross-functional Team..., Collaborative Leadership, Finance System..., Business Process..., mortgage commitment, Volatility Arbitrage, Project Management, Bond Pricing, Market Risk, Interest Rate Hedging, FAS 133, IAS 39, FX Hedging, FX Swaps, Total Return Swaps, Fair Value, Capital Markets, Bloomberg, Interest Rate Risk..., Risk Management, Financial Analysis, Banking, Finance, Portfolio Management, Derivatives, Financial Risk, Investments, Fixed Income
Education
McMaster University 2003 — 2005
MBA, Finance and Health Service Management, Dean's honor list
Wuhan University
Computer Science
Massachusetts Institute of Technology (MIT) 2015 - Present
Fapon BioCapital 2015 - Present
Frontline BioVentures 2014 - 2015
Middleton Gardiner Group, LLC September 2012 - May 2013
Integral Derivatives on the floor of NYSE May 2012 - July 2012
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Venture Capital, Cross-border..., Equity Research, DCF Valuation, Equities, Research, Data Analysis, Bloomberg, Financial Analysis, Valuation, Economics, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Corporate Finance, Due Diligence, Private Equity
Education
Massachusetts Institute of Technology 2014 — 2015
Master’s Degree, Finance, General
The Johns Hopkins University 2009 — 2013
Bachelor's Degree, Chemical & Biomolecular Engineering, Graduated with Honors
Georges Vanier Secondary School
Ningbo Xiaoshi Middle School
Palantir Technologies 2014 - Present
KANERAI April 2013 - November 2014
n/a 2004 - 2014
Bank of America Merrill Lynch 2012 - 2013
UBS Investment Bank 2011 - 2012
Epoch Times 2009 - 2010
MIT Media Lab 2008 - 2009
One Laptop Per Child 2007 - 2007
MIT Sloan School of Management 2005 - 2005
Cisco Systems 2003 - 2004
Skills
JavaScript, Python, Java, Git, d3.js, AngularJS, TypeScript, HTML 5, CSS3, NoSQL, Responsive Web Design, Data Visualization, SVG, jQuery, JSON, MongoDB, SQL, Information Graphics, Node.js, CoffeeScript, SASS, HTML, CSS, Amazon EC2, Amazon S3, PHP, Continuous Integration, Test Driven Development, JIRA, Agile Web Development, Algorithm Design, Algorithm Analysis, Data Structures, UNIX shell script, WordPress, SEO, Objective-C, Scheme (Lisp), PostScript, LaTeX, RSS, Ajax, YUI, Subversion (SVN), Design Patterns, Presentation Development, Prezi, Infographics, Mockito, User Experience
Education
Massachusetts Institute of Technology
BS, Mathematics, Computer Science, Economics
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
Bank of America Merrill Lynch 2015 - Present
Credit Suisse June 2014 - August 2014
Summer Street Research Partners October 2011 - 2013
MIT September 2009 - June 2011
MITRE Corporation June 2009 - August 2010
Con Edison May 2008 - August 2008
Skills
Matlab, Research, Nanotechnology, Microsoft Office, Word, Data Analysis, Statistics, Microsoft Excel, Analysis, Financial Analysis, Economics
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (BS), Chemical Engineering
Campion College
Bank of America - Merrill Lynch May 2013 - Present
Educators Financial Group Inc. August 2012 - Present
Educators Financial Group Inc. October 2007 - Present
Stelco May 2005 - August 2006
Skills
Work Independently with..., Microsoft Excel, Microsoft Office, Outstanding...
Education
School of Continuing Studies, University of Toronto 2012 — 2013
Certificate in Project Management, Project Management
The Society of Management Accountants of Ontario 2011 — 2011
Advanced Charts & Dashboard With Excel 2010
The Society of Management Accountants of Ontario 2007 — 2009
CMA Designation, Certified Management Accountant (CMA)
McMaster University 2002 — 2007
Honours Bachelor of Commerce, Accounting
Oppenheimer & Co. Inc. July 2015 - Present
Bank of America Merrill Lynch July 2014 - May 2015
Morgan Stanley March 2014 - June 2014
Oppenheimer & Co. June 2013 - February 2014
Education
Massachusetts Institute of Technology 2004 — 2010
Ph.D., Biology
UC Berkeley 1999 — 2003
B.A. with Honors, Molecular and Cell Biology
People's United Bank May 2014 - Present
Bank of America Merrill Lynch March 2008 - May 2014
Skills
International Trade, Trade Finance, Commercial Banking, Investments
Education
Marywood University 2009 — 2012
Master's Degree, Communication
University of Scranton 2003 — 2007
B.A., Communication
Unitas Global November 2014 - Present
Fullscreen, Inc November 2013 - September 2014
Rambus 2012 - 2013
Pandora Media March 2011 - May 2012
Live Nation Entertainment 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Merrill Lynch June 2006 - August 2006
Videofashion Network 2002 - 2005
Arthur Anderson LLP 2000 - 2002
Skills
Financial Analysis, Analysis, Corporate Finance, Financial Modeling, Financial Markets, Salesforce.com, Financial Reporting, Financial Planning, Business Analysis, Excel, PowerPoint, SaaS, Essbase, Anaplan, Access, Adaptive Planning, Factset, Capital Structure, MySQL, Python, Oracle Financials, Hyperion Planning, Financial Accounting, Quickbooks, WordPress, Oracle Discoverer, Capital IQ, Outlooksoft, Business Objects, PHP, phpMyAdmin, JavaScript, CSS, Investments, Mergers & Acquisitions, Strategic Financial..., Venture Capital, Portfolio Management, Finance, Equities, Auditing, Corporate Development, Valuation, Investment Banking, Analytics, QuickBooks
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Finance
New York University 2003 — 2005
MA, Economics
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS, Business Administration
Bank of America Merrill Lynch 2009 - Present
Bank of America 2007 - 2008
Bank of America 2003 - 2007
Bank of America 2002 - 2003
Hewlett Packard 1994 - 2001
United Technologies 1991 - 1993
Teradyne 1987 - 1990
Teradyne 1982 - 1986
Skills
Operational Risk..., Internal Controls, Business Process..., Process Control, Quality Assurance, Product Development, Manufacturing, Applied Technology, Change Management, Business Alliances, Supplier Management, Financial Services, Basel II, Risk Management, Product Management, Operational Risk, Credit Cards, Banking, Payments
Education
Massachusetts Institute of Technology 1990 — 1994
SM/MBA, Management
Massachusetts Institute of Technology 1977 — 1981
BS, Electrical Engineering
Bank of America Merrill Lynch March 2015 - Present
Skills
Python, Zope, Java, Tomcat, MySQL, Web Services, Lucene, Linux, System Administration, JavaScript, Django, Amazon Cloud, HBase, Hadoop, MongoDB, RESTful architecture, Rackspace Cloud, SOA, Java Enterprise Edition, Flask, Racks, SQL, Cloud Computing, Open Source, Servlets, Amazon Web Services...
Education
Marist College 2000 — 2002
MS Computer Science, 2002
GECG 1996 — 1999
BE, Electrical Engineering, B+
B&B Polytechnic 1993 — 1995
Associate's degree, Electrical Engineering Technologies/Technicians
Bank of America Merrill Lynch July 2015 - Present
Northwestern Mutual Capital May 2014 - August 2014
Robert W. Baird & Co. March 2013 - March 2014
Six Flags Great America October 2011 - October 2013
The Walt Disney Company August 2012 - December 2012
Six Flags Great America January 2011 - October 2011
Six Flags Great America February 2008 - January 2011
Six Flags Great America February 2010 - October 2010
Skills
Financial Modeling, Microsoft Excel, Investments, Credit Risk, Credit Analysis, Business Valuation, Financial Analysis, Alternative Investments, Value Investing, Equity Research Analysis, Labor Optimization, Accounting, Business Strategy, Training & Development, Financial Planning, Microsoft Office, Efficiency Improvement, Excel, Technical Training, SPC, Training, Interviewing, Employee Training, Budgets, Valuation, Team Building
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Finance, GPA: 3.53/4.00
Bank of America Merrill Lynch June 2015 - Present
McGill Investment Club May 2014 - May 2015
Desautels Capital Management May 2013 - May 2015
Lindsay Goldberg July 2013 - August 2013
The Bull & Bear September 2012 - June 2013
The Reinvention of Tea May 2012 - January 2013
O'Neill May 2012 - September 2012
Skills
Entrepreneurial mindset, Perseverant, Well-organized, Hard-working, Entrepreneurship, Social Networking, Social Media Marketing, PowerPoint, Business Strategy..., Monetization strategy, Investments, Finance, Financial Modeling, Analysis, Bloomberg Terminal, Business Strategy, Teamwork, Start-ups, Portfolio Management, Monetization
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Honours Investment Management
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Desautels Capital Management September 2011 - May 2013
Bank of America Merrill Lynch May 2012 - September 2012
Natcan May 2011 - July 2011
Skills
Bloomberg, Valuation, Equities, Financial Analysis, Bloomberg Terminal, Investments, Fixed Income, Investment Banking
Education
McGill University 2010 — 2012
Bachelor’s Degree, Honours Investment Management
London School of Economics and Political Science
Summer Studies, Accounting and Finance, Top 5%
New Leaf Venture Partners February 2015 - Present
Bank of America Merrill Lynch July 2013 - February 2015
Bank of America Merrill Lynch June 2012 - August 2012
MIT Biomaterials Science and Engineering Laboratory December 2010 - May 2012
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (BS), Materials Science and Engineering, Management
Woodbridge High School 2005 — 2009
Bank of America Merrill Lynch April 2015 - Present
Goldman Sachs July 2014 - April 2015
Chopper Trading, LLC July 2013 - June 2014
Goldman Sachs June 2012 - August 2012
Bank of America Merrill Lynch December 2011 - January 2012
Skills
Trading, Financial Modeling, Equities, Python, Microsoft Office, Data Analysis, Java, Market Making, Bloomberg, Fixed Income, Quantitative Research, Quantitative Finance, Financial Engineering, Investment Banking, Matlab, Finance, Derivatives, Valuation
Education
Massachusetts Institute of Technology 2009 — 2013
BS, Mechanical Engineering, 4.9/5.0
Rays of Sunshine Special Events and Gift Baskets 2007 - Present
Bank of America Merrill Lynch September 2013 - Present
High RollazTrenton Social Club 2011 - Present
High Rollaz Trenton - Jr/Teens January 2013 - Present
Panera Bread June 2010 - September 2013
Romano's Macaroni Grill January 2005 - June 2008
Aramark-Harrison Lodging December 1999 - August 2004
Skills
Restaurants, Catering, Event Management, Event Planning, Restaurant Management, Food, Customer Service, Corporate Events, Food Quality, Budgets, Community Outreach, Fundraising, Recruiting, Coaching, Youth Mentoring, Food Service, Hospitality Management, Public Speaking, Social Networking, Team Building, Training, Social Media Marketing, Menu Development, Hospitality, Food & Beverage, Leadership, PowerPoint, Microsoft Publisher, Office Administration, Databases, Baking, party planning, Food Safety and..., Food Costing, Marketing, Policy Writing, Sales, Management
Education
Bordentown Regional High School 1985 — 1989
Mercer County Community College
HRIM and Professional Baking
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo February 2015 - June 2015
GAMCO Investors, Inc. July 2010 - April 2014
GAMCO Investors, Inc. July 2010 - September 2012
GE Capital November 2008 - April 2010
TUDOR INVESTMENT CORPORATION August 2007 - October 2008
Morgan Stanley May 2006 - August 2006
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Trading, Financial Modeling, Portfolio Management, Valuation, Securities, Investments, Alternative Investments, Options, Mutual Funds, Bonds, FX Options, SQL, VBScript, VBA, Oracle SQL Developer, Cash Management, Collateral Management, Treasury, Treasury Management, Cash Flow Forecasting, Investor Relations, SAP, Risk Management, Operational Risk..., Liquidity Management, Liquidity Risk, Value Investing, International..., Regulatory Requirements, Regulatory Compliance, Securities Regulation, Finance, Market Risk, Hedging, Financial Risk, Derivatives, Structured Products, Due Diligence, Swaps
Education
McIntire School of Commerce 2005 — 2007
Bachelor's Degree, Accounting and Finance
University of Virginia 2003 — 2007
Bachelor's Degree, BS Finance; BA Economics, BA Spanish;, 3.75 GPA
Goldman Sachs October 2015 - Present
Center for Work and Services, Wellesley College September 2015 - Present
Math Department, Wellesley College September 2014 - Present
DBS Bank July 2015 - August 2015
Red Fields May 2015 - August 2015
Bank of America Merrill Lynch May 2015 - May 2015
Library And Technology Services, Wellesley College October 2014 - May 2015
China Merchants Bank December 2014 - January 2015
Ipsos June 2014 - August 2014
Fresenius Kabi May 2014 - June 2014
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Windows, Research, English, Outlook, Photoshop, Teamwork, Social Media, Mandarin, Leadership, Event Planning, Stata
Education
Massachusetts Institute of Technology 2014 — 2017
Bachelor of Arts (B.A.), Accounting and Finance
Wellesley College 2013 — 2017
Candidate for Bachelor of Arts (B.A.), Double Major, Economics & Math
OpenDoor
Bank of America Merrill Lynch: Inside an investment bank, Finance
Nanjing Foreign Language School 2007 — 2013
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Office of Secretary of the State of Connecticut June 2012 - August 2012
Skills
Economics, Marketing, Risk Management, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Strategic Planning, Project Management, Bloomberg, Data Analysis
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Lorenzo de` Medici 2013 — 2013
The Loomis Chaffee School
Barclays November 2014 - Present
Bank of America Merrill Lynch June 2013 - November 2014
Bank of America Merrill Lynch June 2012 - August 2012
Kollaboration Boston September 2010 - August 2012
Mercer July 2011 - August 2011
Aspiring Foundation June 2011 - June 2011
Hilton Worldwide December 2010 - January 2011
Skills
Research, Financial Modeling, Microsoft Excel, Product Development, Marketing, Structured Finance, Finance, Social Media, Public Speaking, Leadership, Editing, Analysis
Education
Wellesley College 2009 — 2013
B.A. Candidate, Art History & Economics
National Taiwan University 2010 — 2010
Intensive Chinese language studies
Massachusetts Institute of Technology
Greenhill & Co. June 2015 - Present
Center for Work and Service, Wellesley College September 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Rogers Investment Advisors May 2013 - August 2013
Office of Annual Giving, Wellesley College March 2012 - March 2013
QS France May 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Statistics, Data Analysis, French, Economics, Java, Microsoft Word, Mandarin, Bloomberg Terminal, Financial Accounting, Econometrics, Python, Financial Modeling
Education
Wellesley College 2011 — 2015
Bachelor of Arts, Economics, Computer Science, 3.91/4.00
Massachusetts Institute of Technology 2014 — 2014
Cross Registration, 5.00/5.00
University of Oxford 2014 — 2014
Exchange
Nanjing Foreign Language School 2005 — 2011
High School Diploma
Chaska Senior High School 2009 — 2010
Exchange
Waste Management December 2012 - July 2014
Bank of America Merrill Lynch September 2012 - November 2012
Bank of America Merrill Lynch August 2011 - June 2012
Cenlar FSB December 2009 - December 2010
Skills
Environmental Awareness, Waste Management, Recycling, Waste, Environmental Compliance, Sustainability, Customer Service, Project Management, Business Development, Training, Microsoft Office, Team Building, Cold Calling, Leadership, Environmental Services, Microsoft Excel, Solid Waste, Research, CRM, Time Management, Outlook, Employee Relations, Access, Real Estate, Data Analysis, Customer Satisfaction, Incentives
Education
Mercer County Community College
Business/Commerce, General
Bayview Asset Management, LLC October 2014 - Present
China Development Bank June 2012 - May 2013
MIT June 2011 - June 2012
BANK OF AMERICA MERRILL LYNCH September 2011 - September 2011
Summit Investment Pte Ltd January 2011 - May 2011
Singapore Management University January 2010 - May 2010
Credit Suisse January 2010 - February 2010
CHERIE HEARTS GROUP INTERNATIONAL November 2008 - December 2008
Skills
Financial Analysis, Teamwork, Problem Solving, Financial Modeling, Valuation, Bloomberg, Analysis, Investments, Finance, Economics, Research, Real Estate, Mortage backed..., Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Finance, Finance
Singapore Management University 2007 — 2011
Bachelor, Economics
Deloitte Consulting May 2015 - July 2015
Bank of America Merrill Lynch January 2014 - May 2014
Bank of America Merrill Lynch November 2011 - January 2014
Bank of America Merrill Lynch June 2010 - November 2011
Abbott Laboratories June 2009 - August 2009
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science (BS), Business Administration, with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Economics, with Distinction
Bank of America Merrill Lynch September 2015 - Present
Vlaad and Company September 2014 - May 2015
CIBC World Markets June 2012 - September 2014
CIBC World Markets May 2005 - May 2012
CIBC World Markets December 2002 - May 2005
Scotia Capital April 2001 - May 2002
Manulife Financial August 1996 - February 1999
Education
McMaster University
MBA
Wilfrid Laurier University
BA, Economics
Bank of America Merrill Lynch June 2015 - August 2015
Akamai Technologies June 2014 - August 2014
MIT CSAIL, The Haystack Group August 2013 - January 2014
MITx June 2013 - August 2013
MIT Humans and Automation Lab December 2012 - June 2013
Skills
HTML, JavaScript, CSS, Algorithms, Python, Java, LaTeX, Matlab, MySQL, Software Documentation
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor’s Degree, Mathematics with Computer Science, Minor in Management, Minor in Music
Loomis, Sayles & Company June 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
MIT Sloan School of Management February 2014 - May 2014
MIT Department of Economics December 2013 - February 2014
The Richardson Team, Ladera Ranch June 2013 - September 2013
University of California, Irvine, Economics Department May 2012 - September 2013
Saddleback Valley Pop Warner Challenger Cheer May 2011 - September 2012
Skills
Research, Data Analysis, Microsoft Excel, Leadership, Matlab, Bloomberg, Economics, Stata, Statistics, Analysis, Python, Java, Community Outreach, LaTeX, Spanish, Social Media
Education
Massachusetts Institute of Technology 2013 — 2017
Bachelor of Science (BS), Applied Mathematics and Management, GPA: 4.9/5
Tesoro High School 2009 — 2013
X-Change Financial Access January 2013 - Present
Bank of America Merrill Lynch September 1997 - June 2012
Cowen & Company March 1997 - September 1997
CBOE November 1995 - March 1997
Skills
Equities, Securities, Options, Financial Markets, Risk Management, FX Options, Trading, Back Office, Derivatives, Fixed Income, Financial Risk, FINRA, Series 7, Middle Office
Education
De Paul University 1990 — 1994
Bachelor of Arts, English and Education
Dawes
Dawes
Marquette University
TaskRabbit July 2015 - August 2015
Warburg Pincus 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Business Strategy, Investments, Corporate Finance, Capital Markets, Private Equity, Due Diligence
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
McGill University 2004 — 2009
Engineering with Concentration in Economics
MIT September 2009 - February 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - February 2012
Shoppley June 2011 - November 2011
Bank of America Merrill Lynch June 2011 - August 2011
One William Street Capital January 2011 - January 2011
MIT Media Lab June 2010 - August 2010
Skills
CSS, SQL, jQuery, Fixed Income, Algorithms, Python, Equities, Statistics, Java, LaTeX, Options, User Interface Design, Risk Management, Computer Science, JavaScript, Programming, Web Development, Django, Android
Education
Massachusetts Institute of Technology 2009 — 2013
B.S, Computer Science and Engineering
Buchanan High School 2005 — 2009
Citadel LLC July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
The Miami Herald June 2009 - August 2009
Citrix Systems June 2009 - August 2009
Hasbro June 2008 - August 2008
Skills
Java, C++, Python, VBA, Linux, R, Adobe Flex, Financial Modeling, Options, XML, Flex, Equity Derivatives, Machine Learning, Trading, Distributed Systems, Strategy, Statistics, LaTeX, Statistical Arbitrage, Data Mining, High Frequency Trading, Volatility, Algorithms, Matlab, Quantitative Finance, Quantitative Analytics, Mobile Applications
Education
Massachusetts Institute of Technology 2007 — 2011
S.B. in Computer Science and Engineering, S.B. in Management Science, Minor in Economics
Dr. Michael M. Krop Senior High School 2003 — 2007
AQR Capital Management August 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2015
BlackRock October 2013 - January 2014
Bank of America Merrill Lynch August 2011 - December 2012
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.Sc.), Mathematics, Economics
University of California, Berkeley, Haas School of Business 2013 — 2014
Master's degree, Financial Engineering
http://shopvida.com September 2015 - Present
carolynstuartgallery.com September 2007 - Present
Neiman Marcus September 2013 - August 2014
Bank of America Merrill Lynch February 2000 - December 2012
Office of CEO, CareGroup and Institute for Education and Research at Harvard Medical School & BIDMC 1997 - 1999
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Photography, Editing, Research, Leadership, Gatekeeping, Calendar Planning, Message Taking, Virtual Administration, C-Level Executive..., Project Management, Management, Painting, Budgets, Time Management, Sales, Art, Strategic Planning, Administrative..., Event Planning, Social Networking, Fundraising
Education
Massachusetts College of Art
Bachelor of Fine Arts, Painting
Massachusetts College of Art
Bachelor's Degree, Fine and Studio Arts
Metropolitan Mediation Services, Brookline, MA
Certified Mediator
Bank of America Merrill Lynch July 2015 - Present
Immuneering Corporation November 2014 - January 2015
Bank of America May 2014 - August 2014
Vertex Pharmaceuticals May 2013 - August 2013
Wellesley College September 2011 - 2013
Gen9 June 2012 - August 2012
JK Capital Management July 2010 - July 2010
The Policy Exchange July 2009 - July 2009
Massachusetts General Hospital June 2008 - August 2008
Appleton Farms CSA June 2008 - August 2008
Education
Wellesley College 2011 — 2015
Undergraduate, Computer Science, Neuroscience (Computational concentration)
Massachusetts Institute of Technology 2012 — 2015
Cross-registered student
Groton School 2008 — 2011
Highschool
Bank of America Merrill Lynch January 2015 - Present
BMO Financial Group February 2014 - January 2015
Morgan Stanley February 2012 - February 2014
Morgan Stanley April 2012 - July 2012
The Boston Consulting Group September 2008 - November 2008
Skills
Java, C++, Sybase Adaptive Server, Databases, Unix, Matlab, Rules Engines, Drools, XML, Eclipse, JavaScript, Linux, Algorithms, Perl, Software Development, Credit Analysis, Shell Scripting, Collateral, J2EE Application..., SQL, SDLC, Python, Spring Framework, Oracle, Sybase
Education
McMaster University 2009 — 2011
Master of Science, Electrical & Computer Engineering
Tsinghua University 2004 — 2008
Bachelor of Engineering, Electrical Engineering
High School Affilicated to Renmin University
Bank of America Merrill Lynch July 2014 - Present
Wellesley College September 2010 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Global Brigades, Inc. January 2013 - January 2013
Bank of America Merrill Lynch June 2012 - August 2012
Leukemia & Lymphoma Society September 2008 - June 2010
U.S. Figure Skating Association April 2008 - May 2010
Skills
Spanish, Microsoft Excel, Bloomberg, PowerPoint, Public Speaking, Economics, Data Analysis, Research, Statistics, Nonprofits, Stata, Microsoft Office, Microsoft Word, Series 7, Series 63
Education
Wellesley College 2010 — 2014
B.A., International Relations & Economics
Massachusetts Institute of Technology 2013 — 2014
Ball Consulting LLC PartnerBall Consulting, LLCJanuary 2012 - Present
Bank of America Merrill Lynch December 2013 - September 2015
Dove Press LLC October 2004 - December 2012
People Placers August 1999 - March 2001
MerryLand & Investment Co Inc February 1992 - October 1997
Skills
Series 7, epublishing, Online Marketing, Sales, Sales Management, Entrepreneurship, Social Media Marketing, Online Advertising, Advertising, Online Publishing, Magazines, Social Media, Blogging, Public Relations, Business Development, Marketing, Social Networking, Management, Facebook, Trade Shows, Event Planning, Marketing Strategy, Customer Service, Strategic Planning, Leadership, Microsoft Office, Public Speaking, Team Building, Publications
Education
Mary Baldwin College 1983 — 1986
Economics
UNC-CH 1986 — 1988
Economics
Bank of America Merrill Lynch July 2015 - Present
BNP Paribas August 2011 - July 2015
TD 2009 - 2011
Mackie Research Capital 2008 - 2008
CIBC 2007 - 2007
RBC 2006 - 2006
Travelers 2006 - 2006
Skills
Valuation, Commercial Banking, Investment Banking, Credit, Syndications, Analysis, Financial Statement..., Financial Modeling, Corporate Finance, Credit Analysis, Credit Risk
Education
McMaster University 2005 — 2007
Master of Business Administration, Co-op
University of Toronto 2000 — 2004
Bachelor, Computer Engineering
Bank of America Merrill Lynch January 2013 - June 2014
Saker Shoprite August 2012 - December 2012
Saker ShopRite July 2010 - March 2012
Skills
Visual Basic, Java, ISPC Assembly Language, Adobe Illustrator, Maya, Adobe Photoshop, JGrasp, Logic Works, Microsoft Office, Windows, Mac OS, Dameware, Social Media, Customer Service
Education
Montclair State University 2014 — 2016
Bachelor's Degree, Computer Science
Mercer County Community College 2012 — 2014
Associate's Degree, Associate of Applied Science, Computer Sciences
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch April 2011 - November 2012
Cetera Financial Group November 2008 - April 2011
TheStreet.com May 2007 - August 2007
Skills
Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Financial Markets, Retirement Planning, Banking, Financial Analysis, Sales Management, Finance, Wealth Management, Asset Allocation
Education
Marist College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Citi October 2012 - Present
Bank of America Merrill Lynch June 2006 - September 2012
Lehman Brothers 2005 - 2005
Moody's Investors Service September 2001 - July 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
UC Berkeley 1997 — 2001
BA
Morgan Stanley March 2012 - Present
Bank of America Merrill Lynch January 2011 - December 2011
Bank of America Merrill Lynch January 2009 - February 2011
Bank of America February 2005 - December 2008
Accenture 1989 - 2005
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, IT Strategy, Equities, Credit Cards, SDLC, Trading Systems, Risk Management, Financial Services, Securities, Program Management, Portfolio Management, Financial Risk, Enterprise Architecture, Middle Office, Leadership, Strategy, Management Consulting, Settlement, PMO, Options, Back Office, Operational Risk, Business Analysis, Equity Derivatives, Credit Derivatives, Electronic Trading, Market Data, Project Portfolio..., Prime Brokerage, FX Options, Interest Rate..., Trading, Market Risk
Education
Massachusetts Institute of Technology 1987 — 1989
MS
Massachusetts Institute of Technology 1983 — 1987
BS
Bank of America Merrill Lynch February 2011 - February 2013
TD Securities July 2006 - March 2007
Comcast Corporation June 2005 - August 2005
Kenan Systems Corporation (acquired by Lucent Technologies in 1999) 2000 - 2004
Kenan Systems Corporation (acquired by Lucent Technologies in 1999) 1998 - 2000
Kenan Systems Corporation 1997 - 1998
PictureTel (acquired by Polycom) 1995 - 1997
Skills
Fixed Income, Derivatives, US Equities, Financial Modeling, Portfolio Management, Microsoft Excel, VBA, Bloomberg, Business Analysis, Databases, SQL, Programming Languages, Quantitative Analytics, Financial Risk, Risk Management, Trading, Equity Derivatives
Education
The Wharton School, University of Pennsylvania 2004 — 2006
MBA
Massachusetts Institute of Technology
BS
Colegio San Ignacio de Loyola
Bank of America Merrill Lynch 2009 - Present
YMCA of San Diego County 2009 - Present
Skills
Portfolio Management, Management, Credit, Financial Analysis, Commercial Banking, Credit Risk, Capital Markets, Strategy, Banking, Aerospace Industries, Defense Contracting, Government Contracting
Education
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, Highest Honors (Beta Gamma Sigma, International Honor Society)
Massachusetts Institute of Technology
The Aerospace Industry - Opencourseware
Rutgers Business School
Bachelor’s Degree, Finance
Verisk Analytics June 2015 - Present
Bank of America Merrill Lynch November 2014 - February 2015
Canon USA December 2013 - November 2014
Pearson Technology November 2011 - November 2013
TheLadders.com July 2011 - November 2011
McGraw-Hill Higher Education March 2011 - July 2011
UBS Investment Bank December 2009 - March 2011
The FeedRoom February 2008 - December 2009
ShopText June 2007 - January 2008
Unix-Linux Solutions September 2001 - May 2007
Skills
Agile Methodologies, Scrum, Spring, Java, XML, Tomcat, Software Development, Integration, REST, JUnit, Eclipse, Subversion, SQL, Software Design, Software Project..., Web Services, SOA, Unix, Java Enterprise Edition, Maven, Ant, AJAX, Databases, Oracle, MySQL, Expert Systems, Hibernate, Web Applications, Linux, Agile Project Management, SOAP, JSON, JDBC, JBoss Application Server, Weblogic, Continuous Integration, Rules Engines, Artificial Intelligence, System Architecture, Information Architecture, JMS, Rally, iBatis, Flex, Test Driven Development, Extreme Programming, Resin, JBoss, Application Architecture
Education
Massachusetts Institute of Technology
Bachelor of Science, Computer Science and Engineering
University of Massachusetts, Amherst
M.S., Computer and Information Science
Bank of America Merrill Lynch 2014 - Present
Private Investments 2012 - 2014
J.P. Morgan 2011 - 2012
PricewaterhouseCoopers LLP 2007 - 2010
PricewaterhouseCoopers LLP 2005 - 2007
Garnet Capital Advisors, (Bear Stearns Cos.) 2004 - 2005
AIB Capital Markets plc 2002 - 2004
Marlborough International plc 2000 - 2002
Fidelity Investments International 1999 - 1999
Skills
Corporate Finance, Series 7, Series 63, Financial Analysis, Risk Management, CFA, Financial Modeling, Investment Management, Finance, Series 87, Investment Banking, Capital Markets, Banking, Investments, Fixed Income, Derivatives, Investment Strategy, Asset Management, Equity Research, Financial Services, Private Equity, Valuation, Strategy, Portfolio Management, Analytics, Hedge Funds, Equities, Merchant Banking, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Credit Analysis, Wealth Management, Financial Risk, Treasury, Corporations, Competitive Analysis, Financial Markets, Economics, Financial Statement..., Management Accounting, Managerial Finance, Mergers, Securities, Bloomberg, Management, Consulting, Accounting
Education
CFA Institute
CFA Charter earned, Investments and Securities
University College Dublin 2012 — 2013
MA (Public Affairs)
The Chartered Institute of Management Accountants 2002 — 2004
ProfCert, Management Accounting
Institute of Public Administation 2002 — 2003
Diploma, Business Taxation
University College Dublin 1999 — 2001
MS (Econ), Economics & Finance
National University of Ireland, Maynooth 1995 — 1999
BA, Finance & Accounting
Cistercian College Roscrea
Gonzaga College, Dublin
Bank of America Merrill Lynch March 2014 - Present
JPMorgan Chase May 2011 - March 2014
Bank of America Merrill Lynch September 2010 - May 2011
Bank of America April 2007 - September 2010
Skills
Quantitative Analysis, Time Series Analysis, Derivatives, Statistical Modeling, Financial Engineering, Quantitative Modeling, Portfolio Management, Portfolio Optimization, Financial Modeling, Quantitative Analytics, Quantitative Research, Bloomberg, Quantitative Finance, Statistics
Education
Massachusetts Institute of Technology 1999 — 2007
Bank of America Merrill Lynch October 2012 - Present
Tate Enterprise, LLC September 2008 - Present
Rapport Leadership International September 2010 - March 2012
Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch April 2002 - 2004
Merrill Lynch March 2000 - April 2002
Skills
Change Management, Nonprofits, Coaching, Training, Public Speaking, Leadership, Management, Sales, Marketing, Leadership Development, Organizational..., Team Building, Interviews, Strategic Planning, Recruiting, Customer Service
Education
Marquette University 2010 — 2011
non-degree program, Future Milwaukee Program
University of Wisconsin-Stevens Point 1987 — 2000
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology
Bank of America Merrill Lynch April 2007 - February 2015
Morgan Stanley 2000 - 2007
UBS 1995 - 1999
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Market Data, Prime Brokerage, Trading Systems, Business Analysis, Electronic Trading, Investment Banking, SDLC, Credit Derivatives, Securities Lending, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Executive MBA, Business Administration and Management, General
The University of Edinburgh 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Biochemistry
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
CRA International June 2006 - August 2006
Skills
Emerging Markets, Interest Rate..., Interest Rate Swaps, FX trading, Fixed Income, Swaps, Financial Modeling, Foreign Exchange, Rates, Trading, Bloomberg, Currency, Forwards
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science (B.S.), Management Science, Electrical Engineering & Computer Science
Westminster Choir College of Rider University November 2012 - Present
Rider University December 2005 - Present
Our Lady of Sorrows School 2001 - 2010
Merrill Lynch 1998 - 2003
Bank of America Merrill Lynch 1998 - 2003
Rhone Poulenc 1997 - 1998
Jardine Sayer 1992 - 1998
Jardine Sayer 1993 - 1995
Skills
Teaching, Research, Event Planning, Non-profits, Strategic Planning, Leadership Development, PowerPoint, Google Docs, Public Speaking, Social Media, Nonprofits, Social Networking, Editing, Public Relations, Community Outreach, Student Affairs, Staff Development
Education
Rider University 1989 — 1991
Mercer County Community College 1985 — 1989
Notre Dame High School 1981 — 1985
Outward Bound USA April 2014 - Present
New York Youth Symphony 2004 - Present
Harlem Stage August 2013 - April 2014
Orchestra of St. Luke's September 2011 - August 2013
International Contemporary Ensemble January 2010 - June 2013
Bank of America Merrill Lynch 2008 - September 2011
Young Patrons of Lincoln Center 2008 - 2010
Bank of America 2004 - 2008
Bank of America June 2002 - 2004
Skills
Trading, Nonprofits, Finance, Fundraising, Management, Human Resources, Strategy, Private Equity, Portfolio Management, Quantitative Analytics, Event Planning, Emerging Markets, Corporate Development, Hedge Funds, Fixed Income, Financial Modeling, Equities, Marketing, Competitive Analysis, Investments, Credit, Capital Markets, Integration, Asset Management, Start-ups, Budgets
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Management Science
New England Conservatory of Music 1998 — 2000
Horace Mann School 1995 — 1998
Bank of America Merrill Lynch June 2005 - Present
Deutsche Bank August 2000 - April 2005
Deutsche Bank May 1999 - August 1999
Ameritrade Holding Corporation May 1998 - August 1998
Skills
Corporate Actions, Quality Assurance, Financial Services, SWIFT messaging, Derivatives, Back Office, Business Analysis, Trading Systems, Capital Markets, User Acceptance Testing, SDLC, Fixed Income, FX Options, Equities, Options
Education
Marquette University, Milwaukee 1995 — 1999
Bachelor of Science, International Business and Information Technology
St. Clares College, Oxford 1997 — 1997
European Union Economic Policies and Eastern European Economics
Bank of America Merrill Lynch September 2014 - Present
Bank Midwest, a Division of NBH Bank, N.A. March 2012 - September 2014
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank, N.A. December 2010 - March 2012
Dickinson Financial Corporation - Bank Midwest, N.A. March 2008 - December 2010
Jason Incorporated June 2006 - March 2008
Bank of America Business Capital April 2000 - June 2006
Skills
Credit Analysis, Credit Risk, Asset Based Lending, Financial Analysis, Underwriting, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Commercial Mortgages, Finance, Loans, Banking, Small Business Lending
Education
University of Kansas 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Marquette University 1994 — 1998
Bachelor's Degree, Accounting
Bank of America Merrill Lynch May 2011 - Present
Bloomberg March 2009 - April 2011
JP Morgan June 2008 - February 2009
Bear Stearns August 2006 - May 2008
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D.
University of Bucharest 1994 — 1998
BS
Crosh Consulting August 2010 - Present
Crosh Consulting 2010 - Present
Bank of America 1995 - 2006
Bank of America Merrill Lynch 1995 - 2006
Fleet Financial Group 1984 - 1995
Fleet Mortgage Group 1984 - 1995
Skills
Financial Services, Credit, Risk Management, Call Centers, Loans, Portfolio Management, Acquisition Integration, Banking, Mortgage Lending, Executive Management, Loan Origination, Financial Analysis, Strategic Planning, Management, Mortgage Banking, Vendor Management, Call Center, Credit Analysis, Mergers & Acquisitions, Finance, Commercial Lending, Relationship Management
Education
Marquette University 1972 — 1976
BS, Accounting
Kelso & Company August 2012 - Present
Morgan Stanley September 2010 - August 2012
Bank of America Merrill Lynch July 2009 - September 2010
Broadview Advisors October 2007 - January 2009
Rockwell Automation May 2007 - August 2007
Education
Marquette University 2005 — 2008
BS
Peking University 2007 — 2007
Bank of America Merrill Lynch June 2005 - Present
Fannie Mae August 2003 - May 2005
Skills
Capital Markets, Valuation, Equity Derivatives, Financial Modeling, Equities, Bloomberg, Trading, Financial Markets, Fixed Income, Derivatives, Investment Banking, Options, Quantitative Analytics, Alternative Investments, Corporate Finance, Emerging Markets, Equity Research, Equity Trading, Structured Products, Hedging, Trading Systems, Quantitative Finance, Investments, Hedge Funds, Market Risk
Education
Massachusetts Institute of Technology 1999 — 2003
BS, Business Management
Bank of America Merrill Lynch June 2011 - Present
Bank of America July 2010 - May 2011
Bank of America March 2008 - May 2010
Skills
Banking, Business Analysis, Data Analysis, Asset Management, Equities, Investments, Mutual Funds
Education
Marshall University 1990 — 1996
Bachelor of Business Administration (BBA), Finance, General
Macy's July 2015 - Present
Spring Inc. June 2014 - August 2014
Dagne Dover May 2013 - July 2013
Bank of America Merrill Lynch February 2009 - May 2013
Merrill Lynch June 2007 - February 2009
Merrill Lynch June 2006 - July 2006
Goldman Sachs June 2005 - July 2005
Skills
Marketing, Analytics, Competitive Analysis, Strategy, Business Development, Corporate Finance, Financial Modeling, Market Research, Product Management, Segmentation, Digital Strategy, Strategic Partnerships, Business Strategy, Entrepreneurship, Web Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Candidate Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Marketing & Operations
Massachusetts Institute of Technology 2003 — 2007
Bachelor's degree, Mechanical Engineering & Management Science
Mizuho Securities USA Inc. June 2014 - Present
Mizuho Securities USA Inc. May 2011 - June 2014
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch September 2007 - March 2009
Merrill Lynch May 2006 - August 2006
Bombardier January 2003 - June 2005
Bombardier December 2001 - January 2003
CIBC World Markets August 1999 - March 2001
McKinsey & Company May 1998 - July 1998
Skills
Capital Markets, Credit, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Marketing
McGill University 1996 — 1999
Bachelor of Commerce, Finance, International Business
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch August 2008 - Present
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor, Law
Citadel LLC August 2015 - Present
AQR Capital Management August 2012 - July 2015
The Brookings Institution June 2012 - August 2012
MIT Department of Economics September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
The Brookings Institution May 2010 - January 2011
Bank of America - Merrill Lynch January 2010 - January 2010
Skills
Quantitative Finance, Global Macro, Asset Allocation, Interest Rate..., Government Bonds, Alternative Investments, Asset Management
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science, Economics, Mathematics with Computer Science
Bank of America Merrill Lynch August 2015 - Present
UBS Investment Bank May 2002 - July 2015
Bridgewater Associates May 2000 - May 2002
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Trading Systems, Prime Brokerage, Equity Trading, Equity Derivatives, Derivatives, Trading, Options, Middle Office, Bloomberg, Market Data, Electronic Trading
Education
Sacred Heart University 2001 — 2003
Master of Business Administration (MBA)
McDaniel College
JHL Capital Group LLC April 2015 - Present
Goldman Sachs September 2013 - Present
Bank of America Merrill Lynch August 2012 - September 2013
The Pritzker Group October 2009 - August 2012
Glenwood Capital December 2004 - October 2009
The University of Chicago August 2002 - September 2004
Skills
Hedge Funds, Fund Of Funds, Portfolio Management, Family Office, Equities, Endowments, Foundations, Value Investing, Commodity Markets
Education
The University of Chicago 2007 — 2009
MBA, Economics, Finance, Econometrics
Marquette University 1998 — 2000
MA, English Literature
Marquette University 1995 — 1998
BS, Biology
Bank of America Merrill Lynch July 2012 - Present
Wellesley College September 2010 - August 2012
Bank of America Merrill Lynch 2011 - 2011
Ivy Insiders May 2010 - September 2010
World Information Transfer May 2009 - August 2009
Skills
Teaching, Financial Modeling, Chinese, Statistics, Corporate Finance, Financial Analysis, Valuation, Bloomberg, Quantitative Analytics, Market Research, HTML, Strategic Planning, International Relations, Matlab, Japanese, Entrepreneurship, Community Outreach, Management Consulting, OS X, Business Strategy, Investment Banking, Econometrics
Education
Wellesley College 2008 — 2012
B.A., Biology and Economics
Stuyvesant HS 2005 — 2008
National Consortium for Specialized High School Diploma
Massachusetts Institute of Technology
Bank of America August 2014 - Present
Verizon Wireless October 2013 - Present
Quest Diagnostics June 2012 - October 2013
Merck and Co July 2011 - May 2012
Bank of America Merrill Lynch March 2011 - February 2012
Bristol-Myers Squibb October 2009 - March 2011
Merck June 2006 - October 2009
Taleo October 2004 - July 2006
AT&T June 2004 - October 2004
Merck November 2002 - April 2004
Skills
Cognos, Data Warehousing, ETL, Business Intelligence, Information Architecture, Credit Risk, Big Data, Netezza, Teradata Data Warehouse, Healthcare Information..., Informatica, Database Design, Database Administration, Datastage 8.1, OBIEE, Data Integration, TM1, IBM Infosphere Server, IBM Infosphere MDM Tools, MDM, Data Governance, Integration, Data Migration, Datastage, ERP, Oracle, Teradata, Databases, DataStage
Education
Stanford Center for Professional Development Stanford University...
Machine Learning
Massey University
Osmania University
University of Pune
Bank of America Merrill Lynch July 2008 - July 2010
Bank of America Merrill Lynch September 2002 - July 2008
O.C. Tanner May 2001 - September 2002
Education
Marquette University 1977 — 1981
B.S., Marketing and Finance
Hinge Analytics September 2014 - Present
Kainos Capital August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - July 2012
Skills
Passed CFA Level I..., Financial Modeling, Valuation, Private Equity, Investment Banking, Financial Analysis, Due Diligence, Investments, Corporate Finance, Equities, Capital Markets, Bloomberg, Fixed Income, Portfolio Management
Education
Marquette University 2006 — 2010
Bachelor of Science (B.S.), Majors: Finance, International Business; Minor: Spanish
Universidad Pontificia Comillas 2008 — 2008
Finance, International Business, Spanish
BRE Trading August 2013 - Present
SunTrust Robinson Humphrey December 2011 - August 2013
Bank of America Merrill Lynch July 2010 - December 2011
Quad Graphics January 2009 - November 2009
Skills
Options, Equity Derivatives, Business Analysis, Fixed Income, Financial Modeling, Derivatives, Interest Rate Swaps, Financial Reporting, Bloomberg, Valuation, Hedge Funds, Equities, Trading, Capital Markets
Education
Marquette University 2006 — 2010
Majors: Finance and Accounting
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2007 - June 2012
Maillot Enterprises, Inc January 2000 - January 2008
Skills
Excel, Microsoft Office, Word, Customer Relations, Customer Service, Investments, Contract Management, Microsoft Excel
Education
Hofstra University School of Law
Juris Doctor
St. John's University
Bachelor of Science, Criminal Law, Summa cum laude
J.P. Morgan June 2014 - Present
Desautels Capital Management May 2013 - May 2014
J.P. Morgan June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Vigilant Global May 2011 - September 2011
Hermès Paris April 2010 - April 2010
Skills
Bloomberg Terminal, Valuation, Microsoft Excel, Financial Markets, Leadership, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, LBO, Fixed Income, Equity Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), First Class Honours, Honours Investment Management, Finance, 3.96/4.00
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Bachelor of Commerce (BCom), Corporate Finance, Capital Markets, Derivatives, Strategy, Study Abroad
Community Hebrew Academy of Toronto 2006 — 2010
Morgan Stanley June 2015 - Present
Greenhill & Co. March 2015 - May 2015
Bank of America Merrill Lynch July 2013 - March 2015
MIT Sloan School of Management August 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Privately Held July 2010 - May 2011
Privately Held October 2005 - July 2010
Jacobs Engineering Consultancy June 2005 - October 2005
Dow Jones Newswires July 2004 - September 2004
Samsung Electronics June 2004 - July 2004
Skills
Financial Modeling, Management Consulting, Business Strategy, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Competitive Analysis, Corporate Development, Mergers, Private Equity, Investment Banking, PowerPoint, Strategy, Microsoft Excel, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA, Finance
Stanford University 2000 — 2005
BA, International Relations, Economics
Glenbrook North High School 1995 — 2000
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch November 2012 - February 2015
EY September 2010 - November 2012
EY October 2007 - September 2010
University of Wisconsin-Madison 2003 - 2006
Skills
Credit Risk, Data Analysis, Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Management, Market Risk, Monte Carlo Simulation, Quantitative Analytics, Quantitative Finance, R, Risk Management, Statistical Modeling, Time Series Analysis, VBA, Valuation
Education
Massachusetts Institute of Technology 1999 — 2003
Ph.D., Mathematics
Nankai Institue of Mathematics 1997 — 1999
Mathematics
Nankai Unversity 1993 — 1997
B.S., Mathematics
江浦高级中学 1990 — 1993
Bank of America Merrill Lynch October 2013 - Present
Citi March 2012 - August 2013
Teesort August 2011 - March 2012
Bank of America Merrill Lynch February 2010 - July 2011
Bank of America Merrill Lynch August 2007 - February 2010
Merrill Lynch October 2003 - August 2007
Skills
Project Management, Analysis, Equities, Process Improvement, Financial Services, Microsoft Word, Investments, Financial Modeling, Fixed Income, Asset Management, Financial Planning, Valuation
Education
Rider University 2010 — 2013
Bachelor's Degree, Accounting and Finance
Mercer County Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Accounting
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2008 - Present
Goldman Sachs July 2006 - June 2008
Skills
Interest Rate Hedging, FX Hedging, Financial Modeling, Capital Markets, Management, Project Management, Portfolio Management, Commercial Banking, Sales, Strategic Planning, Risk Management, Investment Banking, Fixed Income, Finance, Foreign Exchange, Financial Analysis, Hedging
Education
Massachusetts Institute of Technology
Management Science in Finance
Bank of America Merrill Lynch June 1995 - Present
Education
Marymount Manhattan College
LAP Latin American Partners June 2013 - Present
LAP Latin American Partners June 2012 - August 2012
Bank of America Merrill Lynch 2010 - 2011
Bank of America Merrill Lynch 2007 - 2010
Skills
Private Equity, Economics, Financial Modeling, Investment Banking, Financial Analysis, Due Diligence
Education
MIT Sloan School of Management 2011 — 2013
MBA, Finance Track
Universidad Iberoamericana, Ciudad de México 2003 — 2007
Bachelor of Arts, Economics
Bank of America Merrill Lynch January 2015 - January 2015
Pfizer June 2014 - August 2014
International Monetary Fund June 2014 - August 2014
First Wind January 2014 - January 2014
MIT Department of Economics January 2013 - January 2014
National Institutes of Health June 2013 - August 2013
MIT Washington Office June 2011 - August 2011
Inter-American Development Bank 2008 - 2010
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor's degree, Mathematics and Management Science