Bank of America Merrill Lynch

Description

Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners

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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

Employee
Years
Job
Industry
Domingo Morales Domingo Morales Greater Philadelphia Area Details
Domingo Morales's Bank of America Merrill Lynch Experience January 2015 - Present
Job Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2015 - Present
Random Media Productions   April 2010 - Present
Janis Digital Media   June 2008 - January 2015
Kantar Media  February 2011 - February 2012
Telefutura  August 2004 - February 2008

Skills
Video Editing, Videography, Video Production, Video, Avid Media Composer, Avid, Non-linear Editing, Post Production, Television, Final Cut Pro, Graphic Design, Sound, Adobe Creative Suite, After Effects, Photoshop, Editing, Film, HD Video

Education
University of South Florida   1999 — 2001
B.A, Mass Communications, Television Production and Direction

Miami Dade College   1997 — 1999
Associate of Arts (A.A.), Mass Communication/Media Studies

Josh Taykowski Josh Taykowski New York, New York Details
Josh Taykowski's Bank of America Merrill Lynch Experience August 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
GE Energy  January 2013 - July 2014
GE Energy  May 2011 - August 2012
Merrill Lynch  May 2010 - August 2010

Skills
Corporate Finance, Treasury, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Managerial Finance, Leadership, Analysis, Data Analysis

Education
Michigan State University   2008 — 2012
BA, Finance, Magna Cum Laude

Andrew Somberg Andrew Somberg San Francisco, California Details
Andrew Somberg's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Associate at TPG Growth
Industry Venture Capital & Private Equity
Experience
TPG Growth  August 2013 - Present
Bank of America Merrill Lynch   July 2011 - June 2013
North Point Advisors  June 2010 - August 2010

Education
Middlebury College   2007 — 2011
B.A.

Newark Academy   2003 — 2007

John DiGiovanni John DiGiovanni United States Details
John DiGiovanni's Bank of America Merrill Lynch Experience June 2006 - December 2007
Job Vice President at Baird Capital
Industry
Experience
Baird Capital  July 2014 - Present
Baird Capital  January 2013 - Present
The Kresge Foundation  May 2012 - July 2012
New York State Education Department  June 2011 - August 2011
Baird Capital  December 2007 - June 2010
Bank of America Merrill Lynch   June 2006 - December 2007

Skills
Financial Analysis, Corporate Development, Financial Modeling, Management Consulting, Investment Banking, Mergers, Private Equity, Valuation

Education
Harvard University   2011 — 2013
MPA, Kennedy School of Government

Northwestern University - Kellogg School of Management   2010 — 2012
MBA

Michigan State University   2001 — 2006
BA, Finance, Literature

Lauren Jones Lauren Jones Greater Denver Area Details
Lauren Jones's Bank of America Merrill Lynch Experience July 2013 - Present
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
The Private Bank And Trust Company  January 2010 - July 2013
JP Morgan Chase  2007 - 2009
JP Morgan Chase  2003 - 2007
Bank One  2002 - 2003

Skills
Banking, Credit, Loans, Finance, Small Business, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Derivatives, Risk Management, Underwriting, Asset Managment, Investments, Wealth Management, Estate Planning, Financial Advisory, Credit Risk, Asset Management, Corporate Finance, Mortgage Lending

Education
Michigan State University - The Eli Broad Graduate School of Management   1998 — 2002
BA, Finance

Jim Kamphoefner Jim Kamphoefner San Rafael, California Details
Jim Kamphoefner's Bank of America Merrill Lynch Experience 1996 - 2013
Job ChairElect, International Board of Directors at International Partners in Mission
Industry Financial Services
Experience
International Partners in Mission  January 2013 - Present
Bank of America  May 1996 - October 2013
Bank of America Merrill Lynch   1996 - 2013

Skills
Fixed Income, Options, FX Options, Portfolio Management, Banking, Capital Markets, Bloomberg, Derivatives, Equities, Financial Markets, Securities, Structured Products, Investment Banking, Hedge Funds, Bonds

Education
Northwestern University   1982 — 1984
Master's degree, Economics

Michigan State University   1976 — 1980
Bachelor's degree, Economics and Public Policy

Iyeniyi Banjo Iyeniyi Banjo Atlanta, Georgia Details
Iyeniyi Banjo's Bank of America Merrill Lynch Experience December 2014 - Present
Job Chartered Accountant
Industry Banking
Experience
Bank of America Merrill Lynch   December 2014 - Present
US Bank  November 2013 - December 2014
Western & Southern Financial Group  July 2013 - October 2013
Kroger  June 2012 - June 2013
KPMG  January 2007 - December 2009

Skills
Data Modeling, Financial Analysis, Financial Modeling, Financial Accounting, Financial Reporting, Statistical Modeling, Data Analysis, Business Modeling, Analytics, Corporate Finance, Strategic Financial..., SAS, Minitab, Mathlab, Decision Trees, Crystal Ball, iThink

Education
Miami University   2010 — 2012
Bachelor of Science (B.Sc.), Accounting/ Decision Sciences

Institute of Chartered Accountants of Nigeria   2002 — 2006
Chartered Accountant, Accounting

Anne Burns Mollett Anne Burns Mollett Dallas/Fort Worth Area Details
Anne Burns Mollett's Bank of America Merrill Lynch Experience July 2015 - Present
Job Consumer Lending Risk at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   November 2014 - July 2015
Bank of America  December 2012 - November 2014
Bank of America  October 2010 - December 2012
Bank of America  June 2009 - October 2010
Ford Motor Credit Company  January 2008 - June 2009
Ford Motor Credit Company  January 2007 - January 2008
Ford Motor Credit Company  June 2006 - January 2007
Ford Motor Credit Company  October 2004 - June 2006
Ford Motor Credit Company  July 2002 - October 2004

Skills
Six Sigma, Process Improvement, Commercial Banking, Banking, Credit, Automotive, Middle Market, Change Management, Continuous Improvement, DMAIC, Commercial Lending, Operations Management, Wholesale, Green Belt, Risk Management, Quality Assurance, Strategic Planning, Asset Based Lending, Portfolio Management, Finance, Credit Risk, Credit Analysis

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2004 — 2006
MBA, Accounting, Strategy

Miami University   1997 — 2001
BS, Economics

Janet Ying Liu Janet Ying Liu Philadelphia, Pennsylvania Details
Janet Ying Liu's Bank of America Merrill Lynch Experience July 2013 - April 2014
Job MBA Candidate, The Wharton School
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - April 2014
Bank of America Merrill Lynch   July 2010 - July 2013
Merrill Lynch  June 2009 - August 2009
China Galaxy Securities  June 2008 - August 2008

Skills
Mergers & Acquisitions, Bonds, Investment Banking, Investments, Bloomberg, Valuation, Securities, Financial Modeling, Finance, Corporate Finance, IPO, Real Estate, Private Placements, Financial Analysis, LBO, Capital Markets

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship Management

Peking University   2006 — 2010
B.A., Finance

Miami University   2008 — 2008
Exchange Student, Finance

Mae Shaffer Mae Shaffer Littleton, Colorado Details
Mae Shaffer's Bank of America Merrill Lynch Experience 1992 - 2002
Job Associate Children's Director at Community Bible Study
Industry Nonprofit Organization Management
Experience
Community Bible Study  August 2012 - Present
Bank of America Merrill Lynch   1992 - 2002

Skills
Mutual Funds, Investment Banking, Alternative Investments, Investment Management, Microsoft Word

Education
Metropolitan State College of Denver   1993 — 2002
Bachelor's degree, Finance, General

Jerry Hendrix Jerry Hendrix New York, New York Details
Jerry Hendrix's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
Citizens Bank - Michigan, Ohio and Wisconsin  September 2012 - April 2013
Citizens Bank - Michigan, Ohio and Wisconsin  October 2011 - September 2012
Boys and Girls Club of Greater Flint   June 2007 - April 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Bloomberg

Education
Michigan State University   2012 — 2014
Bachelor of Arts (B.A.), Economics

Sponsors for Educational Opportunity

Darlyn Gonzalez Darlyn Gonzalez Jacksonville, Florida Details
Darlyn Gonzalez's Bank of America Merrill Lynch Experience December 2014 - Present
Job Operations Specialist II at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   December 2014 - Present
Align Networks  January 2013 - December 2014
1st United Bank  December 2010 - May 2011
The Bank of Miami  August 2008 - December 2010

Skills
Banking, Branch Banking, Cash Management, Commercial Banking, Credit Analysis, Credit, Customer Service, Deposits, Loans, Operations Management, Private Banking, Retail Banking, Anti Money Laundering, Bank Secrecy Act, Financial Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Finance

Education
Miami Dade College
Bachelor of Applied Science (B.A.S.), Supervision and Management

Ian Gardiner, CFA Ian Gardiner, CFA Concord, Massachusetts Details
Ian Gardiner, CFA's Bank of America Merrill Lynch Experience 2011 - 2014
Job Business Development at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management  February 2015 - Present
Bank of America Merrill Lynch   2011 - 2014
Credit Suisse  2001 - 2011
Credit Suisse  1998 - 2000

Skills
Capital Markets, Equities, Equity Research, Financial Markets, Hedge Funds, Investments, Asset Management, Alternative Investments

Education
Middlebury College   1994 — 1998
Economics and Spanish

St. Marks School   1990 — 1994

Rajendra Jonnadula, Rajendra Jonnadula, Plano, Texas Details
Rajendra Jonnadula,'s Bank of America Merrill Lynch Experience 2011 - 2013
Job Director of Solution Architecture
Industry Information Technology and Services
Experience
Keste  2014 - Present
Capital One  2013 - 2014
Bank of America Merrill Lynch   2011 - 2013
Alticor  2003 - 2011
GE Power Systems  2001 - 2003
Panasonic USA  2000 - 2001

Skills
SOA, webMethods, Enterprise Architecture, Solution Architecture, EAI, TIBCO, Middleware, ESB, Business Process Design, SDLC, Oracle, Data Warehousing, Requirements Analysis, Integration, Business Intelligence, Agile Methodologies, Websphere, Java Enterprise Edition, IT Management, Architectures, IT Strategy, Software Project..., Oracle BPM, People Management, Corporate Communications, REST, SOAP, TOGAF, ITIL Implementation, Department Budgeting, Resource Management, Enterprise Software, Business Process, Application Architecture, Scrum, Program Management, Governance, Technical Leadership, Agile Project Management, Strategy, Big Data, Hadoop, Management, Project Management, Project Planning, Team Leadership, Leadership, Architecture

Education
Michigan State University - The Eli Broad Graduate School of Management   2009 — 2011
Masters, Business Administration

New Jersey Institute of Technology   1999 — 2000
Master's degree, Information Systems

Dustin Crosby Dustin Crosby Princeton, New Jersey Details
Dustin Crosby's Bank of America Merrill Lynch Experience April 2006 - April 2009
Job Performance Improvement Consultant
Industry Banking
Experience
KPMG US  January 2014 - Present
Bank of America Merrill Lynch - External Consultant   May 2013 - January 2014
Ally Bank  July 2012 - May 2013
Ally Financial Inc.  April 2009 - June 2012
Bank of America Merrill Lynch   April 2006 - April 2009

Skills
Private Banking, Trade Compliance, Investment Management, Management Consulting, PMP, Treasury Management, IT Strategy, Agile & Waterfall..., Payments, Core Banking, BlackRock Aladdin, Python, Process Improvement, Surveillance, Regulatory Reform, Equities, Derivatives, Managed Funds, Fixed Income, Structured Products, Alternative Investments, Asset Management, Risk Management, Business Analysis, Data Visualization, Cultivating Curiosity, Capital Markets, Private Placements, Problem Solving, Board Governance, Project Management, Program Management, Consulting, Management, Strategy, Financial Analysis, Financial Services, Leadership, Analysis, Financial Modeling, Finance, Banking, Strategic Planning, Change Management, Governance, Business Process..., Analytics, Integration

Education
Wake Forest University - Babcock Graduate School of Management
MBA, Business Administration and Management

Messiah College
Bachelors of Science, International Business

Tanya McDonald Tanya McDonald Los Angeles, California Details
Tanya McDonald's Bank of America Merrill Lynch Experience August 2014 - Present
Job Global Trade & Supply Chain Finance at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2014 - Present
Bank of America (Global Tech & Ops)   June 2011 - August 2014
Arcelor Mittal  May 2009 - June 2011
Arcelor Mittal  August 2008 - May 2009
Arcelor Mittal  February 2008 - August 2008

Skills
Process Improvement, Supply Chain Management, Cross-functional Team..., Vendor Management, Business Process..., Project Management, Logistics, Analysis, Leadership, Strategy, Management, Continuous Improvement, Strategic Planning, Change Management, Supply Chain, Analytics, Business Process, Inventory Management, Six Sigma, Risk Management, Budgets, Procurement, Operational Excellence, Contract Negotiation, Asset Management, Strategic Sourcing, Business Process..., Order Fulfillment, NAFTA, Purchasing, ENTJ, Business Planning, SAP, SDLC, Total Cost of Ownership..., Tableau, EDI Transmissions, Bill of Lading, Business Process Design, Business Technology..., Global Trade Management, Platform Integration, Credit Risk, Trade Finance, Technology Process..., ERP, RFP

Education
Michigan Technological University   2005 — 2007
MBA, Supply Chain Management

Michigan Technological University   2001 — 2005
BS, Electrical Engineering

Avi Davidoff Avi Davidoff Chicago, Illinois Details
Avi Davidoff's Bank of America Merrill Lynch Experience January 2009 - August 2011
Job Michigan Director, AIPAC
Industry Fund-Raising
Experience
AIPAC  November 2013 - Present
AIPAC  May 2012 - November 2013
PricewaterhouseCoopers  August 2011 - May 2012
Bank of America Merrill Lynch   January 2009 - August 2011
Bank of America Merrill Lynch   July 2008 - January 2009
Michigan State University Hillel  August 2007 - May 2008
LaSalle Bank  May 2007 - August 2007

Skills
Project Management, Management, Event Planning, Public Speaking, Process Improvement, Fundraising, Microsoft Office, Strategy, Management Consulting, Strategic Planning, CRM

Education
Michigan State University   2004 — 2008
Bachelors of Arts, International Relations and Economics

Brandon Henry Brandon Henry New York, New York Details
Brandon Henry's Bank of America Merrill Lynch Experience July 2015 - Present
Job Structured Credit Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America  June 2014 - August 2014
EMC  June 2013 - August 2013
Sentinel Investments  June 2012 - August 2012
National Center for Atmospheric Research  June 2009 - August 2009

Skills
Quantitative Finance, Statistics, Mathematica, Python, R, Unix, Statistical Modeling, Probability, Monte Carlo Simulation, Differential Equations, Backtesting, Equity Derivatives, Stochastic Calculus, Black-Scholes, Bloomberg Terminal, Django, Data Analysis, Research, Derivatives, Trading, Microsoft Word, Valuation, Equities, PowerPoint, Finance, Microsoft Office

Education
Middlebury College   2010 — 2014
Bachelor of Arts (BA), Physics, Economics

Andy Lederman Andy Lederman Chicago, Illinois Details
Andy Lederman's Bank of America Merrill Lynch Experience June 2011 - November 2012
Job Associate at Ares Management
Industry Real Estate
Experience
Ares Management  December 2012 - Present
Bank of America Merrill Lynch   June 2011 - November 2012
WHI Real Estate Partners   May 2010 - August 2010
Marcus & Millichap  May 2009 - July 2009
Armada Real Estate   May 2008 - September 2008

Skills
Financial Analysis, Real Estate, Real Estate Private..., Real Estate Financing, Leadership, Private Equity, Argus Modeling, Entrepreneurship, Commercial Real Estate, Real Estate Transactions, Asset Management

Education
Michigan State University   2007 — 2011
BA with Honors, Finance & Real Estate

Jon Sleight Jon Sleight Greater Grand Rapids, Michigan Area Details
Jon Sleight's Bank of America Merrill Lynch Experience November 2010 - Present
Job Senior Treasury Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   November 2010 - Present
Northern Trust  April 2007 - August 2010
Nationwide Funding, LLC  October 2005 - March 2007

Skills
Business Analysis, Financial Analysis, Wealth Management, Portfolio Management, Process Improvement, Banking, Financial Modeling, Investments, Strategic Financial...

Education
Michigan State University   2001 — 2005
BA, Economics

Owen Biglin Owen Biglin New York, New York Details
Owen Biglin's Bank of America Merrill Lynch Experience October 2015 - Present
Job Vice President, FX Product Sales
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2015 - Present
Bloomberg LP  December 2013 - Present
Bloomberg L.P.   December 2012 - December 2013
Bloomberg LP  September 2011 - December 2012
Bloomberg L.P.   July 2011 - September 2011
Bloomberg L.P.   March 2011 - July 2011
Bloomberg L.P.   August 2010 - March 2011
KRG Capital Partners LLC   May 2010 - August 2010
SKLD Information Services, L.L.C.   May 2009 - August 2009
Nyenburgh Singapore Pte.   July 2008 - August 2008

Skills
Financial Markets, Risk Management, Foreign Exchange Risk..., Hedge Accounting, Bloomberg Terminal, Foreign Exchange, Interest Rate..., FX Derivatives, Commodities, Hedge Funds, FX Options, Commodity

Education
Miami University   2006 — 2010
B.A. International Studies, Economics, Economic Development, Spanish

Universidad Complutense de Madrid   2009 — 2009
Spanish Language

J.K. Mullen High School   2002 — 2006

Scott Grissom Scott Grissom Greater New York City Area Details
Scott Grissom's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Compliance Analyst at McGraw Hill Financial
Industry Financial Services
Experience
McGraw Hill Financial  July 2015 - Present
SinglePlatform  August 2014 - June 2015
Bank of America Merrill Lynch   June 2013 - August 2013
Marsh & McLennan Companies, Inc.   July 2012 - August 2012
Bank of America Merrill Lynch   July 2010 - August 2010
Merrill Lynch  July 2008 - August 2008

Skills
Time Management

Education
Miami University   2009 — 2014
Bachelor of Arts (BA), Political Science and Latin American Studies

Glen Ridge High School   2005 — 2009

Michelle Monds Michelle Monds Jacksonville, Florida Details
Michelle Monds's Bank of America Merrill Lynch Experience April 2013 - Present
Job Vice President Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2013 - Present
Bank of America Merrill Lynch   April 2006 - April 2013
Merrill Lynch  September 2004 - April 2006
Merrill Lynch  June 2003 - September 2004
Merrill Lynch  March 2002 - June 2003
Merrill Lynch  February 2001 - March 2002
Merrill Lynch, Client Account Services   February 2000 - February 2001
Merrill Lynch  December 1997 - February 2000

Skills
Microsoft Office, Supervising, Employee Stock Options, Green Belt, Call Center, Customer Service, Leadership, Supervisory Skills

Education
Mercy College

Sandy Balda-Brew Sandy Balda-Brew Miami, Florida Details
Sandy Balda-Brew's Bank of America Merrill Lynch Experience July 2011 - May 2015
Job Administrative Assistant at Greenberg Traurig, LLP
Industry Banking
Experience
Greenberg Traurig, LLP  June 2015 - Present
Bank of America Merrill Lynch   July 2011 - May 2015
Warner Channel  December 2009 - May 2011
E! Entertainment Television  August 2000 - April 2009

Skills
Entertainment, Television, Spanish, Social Media, Digital Media, Advertising

Education
Miami Dade College   2000 — 2003
AS, Business Administration

Sara DeCoste Sara DeCoste Greater Chicago Area Details
Sara DeCoste's Bank of America Merrill Lynch Experience August 2000 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2000 - Present

Education
Northwestern University - Kellogg School of Management   2005 — 2007
MBA, Marketing, Management, Entrepreneurship

Michigan State University   1996 — 2000
Bachelor of Science, Mathematics

Ian Kalmes Ian Kalmes Greater New York City Area Details
Ian Kalmes's Bank of America Merrill Lynch Experience March 2014 - Present
Job Compliance Officer Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2014 - Present
Citi  February 2012 - March 2014
Citi  December 2011 - March 2014
Merrill Lynch  July 2011 - December 2011
Merrill Lynch  August 2009 - July 2011
Merrill Lynch  March 2007 - August 2009
Merrill Lynch  July 2006 - March 2007
College Pro Painters  May 2004 - August 2004
College Pro Painters  February 2003 - August 2003

Skills
Product Control, User Acceptance Testing, Series 7, Data Analysis, Microsoft Office, Equities, Options, Process Improvement, Finance, Account Reconciliation, Trade Accounting, SAP Business Objects, Pershing's NetX 360, General Legal, Broadridge, General Ledger Research, Compliance Research, Financial Modeling, Accounts Payable, Data Entry, Accounts Receivable, Financial Reporting, Office Management, Financial Controlling, Cash Reconciliation, Journal Entries, Visual Basic, Financial Services, Analysis, Back Office, Middle Office, Accounting, Bloomberg, Settlement

Education
Miami University   2003 — 2006
Bachelor of Science, Business (Finance)

Loyola Academy   1998 — 2002
High school diploma

Alois Monger Alois Monger New York, New York Details
Alois Monger's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job MBA, Class of 2012 New York University Stern School of Business
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2011 - August 2011
Management Leadership for Tomorrow  January 2009 - May 2010
Target  March 2008 - May 2010
Target Corporation  May 2007 - March 2008
Target Corporation  December 2005 - May 2007
Target Financial Service   April 2004 - December 2005

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
Master of Business Administration (MBA)

University of Minnesota - Carlson School of Management
BSB Candidate

Metropolitan State University
BAS

CWA

Dan Lungo Dan Lungo New York, New York Details
Dan Lungo's Bank of America Merrill Lynch Experience January 2015 - Present
Job Research Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 2015 - Present
Bank of America Merrill Lynch   July 2013 - December 2014
Middlebury College  September 2012 - May 2013
Bank of America Merrill Lynch   June 2012 - August 2012
ChartisGre   June 2011 - August 2011

Skills
Series 7, Series 63, Series 79, Financial Analysis, Bloomberg Terminal, Economics, Bloomberg, Mathematics, Econometrics, Regression Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling

Education
Middlebury College   2009 — 2013
Bachelor's Degree, Major: Economics (Honors); Minor: Mathematics, GPA: 3.68

Graciela Watrous Graciela Watrous Brooklyn, New York Details
Graciela Watrous's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch  July 2014 - Present
Center on Food Security and the Environment   September 2013 - May 2014
Bank of America Merrill Lynch   June 2013 - August 2013
The Stanford Daily Newspaper  March 2013 - June 2013
Senate Agriculture Committee  January 2013 - April 2013
Carnegie Institution for Science  June 2012 - September 2012
International Rescue Committee  July 2011 - August 2011

Skills
Policy Analysis, Stata, Public Policy, Research, International Relations

Education
Stanford University   2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government

Middlebury College   2010 — 2011

Alex Prudhomme Alex Prudhomme Cleveland/Akron, Ohio Area Details
Alex Prudhomme's Bank of America Merrill Lynch Experience May 2014 - August 2014
Job Research Associate at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company  May 2015 - Present
Bank of America Merrill Lynch   May 2014 - August 2014
Cleveland Research Company  May 2013 - August 2013
The Paragon Group  May 2012 - August 2012
The Golf Club  May 2008 - August 2012

Skills
Research, Social Media, PowerPoint, Interviews, Microsoft Word, Data Analysis, Access, Competitive Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Market Research, Investments

Education
Miami University   2011 — 2015
Bachelor’s Degree, Finance, Accountancy

Training the Street

The Columbus Academy   2007 — 2011
High School

Paul D. Robinson Paul D. Robinson Greater Chicago Area Details
Paul D. Robinson's Bank of America Merrill Lynch Experience 2008 - 2011
Job Vice President
Industry Capital Markets
Experience
U.S. Bank   September 2005 - Present
Bank of America Merrill Lynch   2008 - 2011
LaSalle Bank - ABN AMRO  2005 - 2008

Skills
Fixed Income, Structured Finance, Securities, Financial Modeling, Treasury Management, Corporate Finance, Financial Analysis, Strategic Financial..., Banking, Risk Management

Education
Quinlan School of Business, Loyola University Chicago   2003 — 2005
Masters of Business Administration, Finance

Miami University   1995 — 1999
Bachelor of Arts (B.A.)

Kurt Anstaett Kurt Anstaett Greater Chicago Area Details
Kurt Anstaett's Bank of America Merrill Lynch Experience 1979 - November 2010
Job Senior Vice President at BB & T
Industry Banking
Experience
BB & T  May 2013 - Present
Deutsche Bank Securities  November 2010 - September 2012
Bank of America Merrill Lynch   1979 - November 2010
Continental Illinois Bank  1979 - 1994

Skills
Financial Structuring, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Investment Banking, Equities, Financial Risk, Mergers, Valuation, Corporate Development, Banking, LBO, Due Diligence, Bloomberg, Business Valuation, Strategy, Financial Markets, Treasury Management, High Yield, Loans, Investments, Risk Management, Hedge Funds, Derivatives, Credit Risk, Capital Markets, Fixed Income, Finance, Series 63, Securities, Series 7, Loan Origination, Alternative Investments, Capital Structure, Financial Modeling, Leveraged Finance, Leadership, Syndications, Corporate Finance

Education
Miami University   1973 — 1977
BS, Finance

Indiana University/Kelly Graduate School of Business   1977 — 1979
Master of Business Administration (MBA), Finance

Jerrid T. Williams Jerrid T. Williams Columbus, Ohio Area Details
Jerrid T. Williams's Bank of America Merrill Lynch Experience July 2007 - February 2015
Job Currently Seeking Asset Management & Private Equity Opportunities.
Industry Investment Management
Experience
Bank of America Merrill Lynch   July 2007 - February 2015
Bank of America Merrill Lynch   July 2007 - August 2010
NEW MILLENNIUM, INC   May 2004 - July 2006
C & J Landscaping & Home Repair   May 2004 - May 2005

Skills
Financial Analysis, Credit, Loans, Finance, Sales, Banking, Process Improvement, Relationship Management, Leadership, Vendor Management, Credit Analysis, Customer Service, Portfolio Management, CRM, Budgets

Education
Miami University   2002 — 2007
BS, Comparative Religion/Sociology

Sherene Winkler Sherene Winkler Greater Detroit Area Details
Sherene Winkler's Bank of America Merrill Lynch Experience January 2013 - May 2014
Job Wealth Management Banker, Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2013 - May 2014
SKBK Sotheby's International Realty  February 2012 - April 2013
Bank of America Merrill Lynch   April 2008 - May 2011
Chase Manhattan Corporation  May 2006 - April 2008
BFG Communications  October 2005 - May 2006

Education
Michigan State University   2000 — 2004
BA, Advertising

Todd Cody Todd Cody Old Saybrook, Connecticut Details
Todd Cody's Bank of America Merrill Lynch Experience January 2015 - Present
Job SVP Market Sales Manager, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2015 - Present
Bank of America  February 2012 - Present
Bank of America  February 2008 - January 2012
Bank of America  January 2004 - January 2008
Bank of America  July 2004 - 2007
Enterprise Rent-A-Car  April 1995 - June 2004

Skills
Strategic Planning, Sales Management, Strategic Partnerships, Sales, Management, Business Planning, Banking, Credit, Loans, Mortgage Lending, Financial Services, Underwriting

Education
Merrimack College   1989 — 1993
Bachelor of Science, Business Administration

Kingswood Oxford School   1986 — 1989
General Studies, Pre collegiate studies, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeff McManus Jeff McManus Greater Boston Area Details
Jeff McManus's Bank of America Merrill Lynch Experience December 2010 - June 2012
Job Vice President and Retail Financial Consultant at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services   December 2012 - Present
Bank of America Merrill Lynch   December 2010 - June 2012
AARP Financial  November 2005 - October 2010
Mercer Human Resource Consulting  January 2005 - August 2005
Putnam Investments  2000 - 2004
Fidelity Investments  November 1997 - March 2000
US Army Reserve  1993 - 1999

Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Financial Advisory, Consultative Style, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Compliance, Operations, Insurance, ERISA, Risk Management, Financial Analysis, Retirement Planning, Finance, Series 6, Investment Advisory, Financial Services, IRAs, Relationship Management, Securities, FINRA, Wealth Management, 401k, Retirement

Education
Merrimack College   2007 — 2008
Certificate in Advanced Financial Planning, Financial Planning and Services

Moravian College   1989 — 1993
BA, Spanish, Political Science

Brandon Witt Brandon Witt Cincinnati Area Details
Brandon Witt's Bank of America Merrill Lynch Experience January 2012 - October 2014
Job Division Controller at M/I Homes
Industry Real Estate
Experience
M/I Homes, Inc.   June 2015 - Present
Army National Guard  October 2002 - Present
EMCOR Facilities Services  October 2014 - June 2015
Bank of America Merrill Lynch   January 2012 - October 2014
JPMorgan Chase  July 2010 - August 2011

Skills
Financial Analysis, Financial Modeling, Leadership, Risk Management, Finance, Process Improvement, Analysis, Investments, Banking, Corporate Finance, Credit, Microsoft Excel, Credit Analysis, Commercial Banking, Data Analysis, Business Analysis, Cash Management

Education
Miami University
Master of Business Administration (M.B.A.), Finance

University of Cincinnati College of Business   2008 — 2010
Bachelor of Business Administration, Finance

Benjamin Liang Benjamin Liang Greater Boston Area Details
Benjamin Liang's Bank of America Merrill Lynch Experience June 2009 - August 2011
Job CoFounder at Cliques Ads
Industry Computer Software
Experience
Cliques Ads   February 2015 - Present
ChoiceStream  July 2014 - January 2015
ChoiceStream  January 2013 - June 2014
ChoiceStream  July 2011 - January 2013
Bank of America Merrill Lynch   June 2009 - August 2011
Chronogram Corporation   June 2008 - August 2008
IBM  June 2006 - August 2006
Portero, Inc.   2005 - 2005

Skills
SQL, Python, JavaScript, Display Advertising, Microsoft Excel, Linux, Start-ups, Mobile Devices, jQuery, Bash, Data Mining, Java, Django, Capital Markets, Perl, VBA, LaTeX, Fixed Income, Node.js, Real-Time Bidding, Online Marketing, Social Media, Digital Media

Education
Middlebury College   2005 — 2009
BA, Mathematics

Christopher Cowart, CFP®, CRPC® Christopher Cowart, CFP®, CRPC® Greater Atlanta Area Details
Christopher Cowart, CFP®, CRPC®'s Bank of America Merrill Lynch Experience September 2003 - January 2009
Job Vice President/ Premier Banker II at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  August 2013 - Present
VALIC  August 2012 - August 2013
Morgan Stanley Smith Barney  January 2010 - September 2012
Bank of America Merrill Lynch   September 2003 - January 2009
Bank of America  August 2001 - September 2003

Skills
Strategic Financial..., Financial Services, Finance, Financial Advisory, Banking, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Asset Allocation, Financial Planning, Investment Strategies, Alternative Investments, Insurance, Retirement, Asset Management, CRM, IRAs, Uniform Combined State..., Estate Planning, Risk Management, Credit, Retirement Income..., Long Term Care, Insurance Planning, Mortgage, Disability Insurance, Cash Management, Loans, 401k, Customer Service, Wealth Management..., Relationship Management, Financial Planners, Mortgage Lending, Series 65

Education
Mercer University - Stetson School of Business and Economics   2001 — 2003
MBA, Business and Economics

The University of Georgia   1991 — 1996
BS, Agricultural and Resource Economics

Oglethorpe University   2006 — 2007
Certification, CFP

Marcello La Rocca Marcello La Rocca Boulder, Colorado Details
Marcello La Rocca's Bank of America Merrill Lynch Experience July 2010 - August 2011
Job Director at Sandstone Care
Industry Financial Services
Experience
Sandstone Care   August 2015 - Present
Grey Mountain Partners  September 2011 - August 2015
La Rocca Properties, LLC   December 2006 - December 2011
Bank of America Merrill Lynch   July 2010 - August 2011
Bank of America Merrill Lynch   June 2009 - August 2009
Semonin Realtors  June 2005 - May 2009
Western Reserve Partners LLC  May 2008 - August 2008
Intertrade Europe   May 2007 - August 2007

Education
Miami University   2005 — 2009
B.S., Finance and Accountancy

Chaz Present Chaz Present Greater Atlanta Area Details
Chaz Present's Bank of America Merrill Lynch Experience September 1993 - June 2011
Job Managing Director, Transaction Banking MUFG
Industry Banking
Experience
MUFG  January 2012 - Present
GENPACT LLC  June 2011 - December 2011
Bank of America Merrill Lynch   September 1993 - June 2011
Fifth Third Bank  August 1987 - September 1993
Automatic Data Processing  July 1984 - August 1987

Education
Miami University   1979 — 1983

Anthony Nini Anthony Nini Trenton, New Jersey Details
Anthony Nini's Bank of America Merrill Lynch Experience July 2014 - Present
Job Client Analyst with Merrill Lynch Service Network
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Merrill Lynch  June 2011 - July 2014
Educational Testing Service (ETS)   August 2010 - May 2011

Skills
Wealth Management, Investments, Securities, Banking Services, Credit Cards, Data Processing, Microsoft Office, Microsoft Excel, Microsoft Word, Phone Etiquette, Financial Services, Investment Banking, Credit, Financial Risk

Education
Merrimack College   2005 — 2009
Bachelor of Arts (B.A.), History

Nick Bierley Nick Bierley Plymouth, Michigan Details
Nick Bierley's Bank of America Merrill Lynch Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America Merrill Lynch   May 2015 - August 2015
Student Investment Association   September 2014 - May 2015
Michigan Certified Development Corporation  May 2014 - May 2015

Skills
Leadership, Diligence, Highly personable, Creative Strategy, Social Media, Sales, Credit Analysis, Financial Analysis, Communication, Time Management, Social Networking, Budgets, Investments, Customer Service, Finance, Research, Financial Modeling, Data Analysis, Team Leadership

Education
Michigan State University   2012 — 2016
Bachelor of Arts (B.A.), Finance

Father Gabriel Richard High School   2008 — 2012

Matt Wheelock Matt Wheelock Greater New York City Area Details
Matt Wheelock's Bank of America Merrill Lynch Experience June 2013 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2013 - Present
Chilton Investment Company  June 2012 - August 2012
Cantor Fitzgerald  June 2011 - July 2011

Skills
Microsoft Office, Stata, Bloomberg, Equity Trading, Equity Research, Microsoft Excel, Microsoft Word, PowerPoint, Trading, Financial Modeling, Financial Analysis, Valuation, Investments

Education
Middlebury College   2009 — 2013
Bachelor of Arts (B.A.), Economics

The London School of Economics and Political Science (LSE)   2011 — 2011

Darien High School

Jia Ding Jia Ding Rochester, New York Details
Jia Ding's Bank of America Merrill Lynch Experience July 2012 - September 2013
Job University of Rochester学生
Industry
Experience
Bank of America Merrill Lynch   July 2012 - September 2013

Skills
Finance

Education
University of Rochester   2015 — 2016
Master of Finance

   2008 — 2011
Accounting, Bachelor of Arts- Accounting

James Probst James Probst Charlotte, North Carolina Area Details
James Probst's Bank of America Merrill Lynch Experience November 2011 - Present
Job Executive Leader | Business Transformation | Technology
Industry Banking
Experience
Bank of America Merrill Lynch   November 2011 - Present
Fresh...   January 2011 - January 2014
Bank of America Merrill Lynch   January 2008 - January 2010
Bank of America  January 2005 - July 2007
Bank of America  November 2003 - December 2004
Siemens  August 2000 - November 2003
Eaton  September 1997 - August 2000

Skills
Change Management, Six Sigma, Portfolio Management, Banking, Business Process..., Process Improvement, Strategy, Risk Management, Management, Leadership, Program Management, Project Management, Strategic Planning, Business Analysis, Lean Manufacturing, Project Portfolio..., Analysis, Cross-functional Team..., Black Belt

Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)

University of Michigan
Master’s Degree, Industrial and Operations Engineering

Michigan State University
BSEE, Electrical Engineering

Julie Hoad Julie Hoad Dallas, Texas Details
Julie Hoad's Bank of America Merrill Lynch Experience April 2015 - Present
Job Senior Vice President, Sr. Client Manager Global Commercial Banking with Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   April 2015 - Present
Bank of America  2011 - Present
Charter One Bank  July 2007 - October 2011
CREW  2007 - 2009
LaSalle Bank  January 2003 - July 2007
Chrysler  January 2000 - January 2003

Skills
Commercial Lending, Credit, Loans, Banking, Underwriting, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Commercial Banking, Consumer Lending, Lines Of Credit, Commercial Mortgages, Loan Origination, Treasury Management, SBA, Risk Management, Asset Based Lending, Cash Management, Credit Risk, Cross Selling, Financial Risk, Mortgage Banking, Mortgage Lending, Relationship Management, Management

Education
Michigan State University   1996 — 2000
Bachelor of Business Administration (BBA), Marketing

A long, long time ago...

Cassidy Coash Cassidy Coash New York, New York Details
Cassidy Coash's Bank of America Merrill Lynch Experience July 2014 - August 2014
Job Equity Capital Markets Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley  June 2015 - Present
Bank of America Merrill Lynch   July 2014 - August 2014
Ashoka Argentina   April 2014 - July 2014
MiddCORE  January 2014 - January 2014
EverTrue  June 2013 - August 2013
Middlesex School  June 2011 - July 2012
Star Camps   July 2008 - July 2011

Skills
Teamwork, Spanish, Fundraising, Editing, Writing

Education
Middlebury College   2011 — 2015
Summa Cum Laude

Universidad Torcuato Di Tella   2014 — 2014

Middlesex   2007 — 2011

Stephenia Vega-Royster Stephenia Vega-Royster New York, New York Details
Stephenia Vega-Royster's Bank of America Merrill Lynch Experience October 2013 - November 2014
Job MBA Candidate | Middle Office Operations Regulatory Analyst
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ  November 2014 - Present
Bank of America Merrill Lynch   October 2013 - November 2014
Bank of America  June 2011 - May 2013
Bank of America  November 2009 - June 2011
Mattress Firm  May 2009 - August 2009
State Farm Insurance  February 2006 - May 2009

Skills
Management, Customer Service, Leadership, Banking, Financial Analysis, Finance, Time Management, Team Building, Leadership Development, Due Diligence, Event Planning, Risk Management, KYC, AML, Financial Risk, Public Speaking, Enhanced Due Diligence, Compliance, Operational Excellence, Dodd-Frank Title VII, EMIR (European Market..., TriOptima

Education
Mercy College   2015 — 2016
Master of Business Administration (MBA), Finance, General

University of Houston, C.T. Bauer College of Business   2007 — 2010
BBA, Cum Laude, Finance & Marketing, Cum Laude Honors

Brian Costa Brian Costa Greater New York City Area Details
Brian Costa's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2015 - Present
UBS Investment Bank  April 2013 - March 2015
UBS Investment Bank  June 2010 - May 2012
UBS  November 2005 - June 2010

Skills
Derivatives, Investment Banking, Loans, Trading, Fixed Income, Bankruptcy, Distressed Debt, Private Placements

Education
NYU Stern School of Business   2009 — 2012
M.B.A., Finance, Management

Middlebury College   2001 — 2005
B.A., Political Science

Fairfield Prep   1998 — 2001

Queen Mary, U. of London

Lynette Lockhart Lynette Lockhart Reno, Nevada Area Details
Lynette Lockhart's Bank of America Merrill Lynch Experience October 2012 - April 2014
Job Automotive Triple Threat! Retail Dealership, OEM, and Dealer Financial Services Senior Leader
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC  May 2015 - Present
Reno Buick GMC Cadillac  May 2014 - April 2015
Bank of America Merrill Lynch   October 2012 - April 2014
Cintas  November 2010 - September 2012
Chrysler Financial  January 2006 - March 2010
DaimlerChrysler Financial Services  July 2003 - January 2006
GMAC Commercial Finance  December 2001 - July 2003
General Motors  August 2000 - November 2001
General Motors  January 1999 - August 2000
General Motors  March 1998 - December 1998

Skills
Cross-functional Team..., Operations Management, Finance, Coaching, Credit, Sales, Negotiation, Automotive, Collections, Strategic Planning, Sales Management, Loss Mitigation, Project Management, Financial Analysis, Credit Risk, Leadership Development, New Business Development, Quality Management, Contract Negotiation, Budgets, Change Management, Retail Financing, Commercial Finance, Dialer Management, Business Strategy, Business Relationship..., Union Relations, Performance Reporting, Statistical Reporting, Analytics, Analytical Skills, Quantitative Analytics, Data Management, Sales Presentations, Streamlining Operations, Business Performance..., Distribution Strategies, Financial Statements, Accounts Receivable, Strategic Planning &..., Automotive Finance, Union Negotiations, Continuous Process..., Training & Development, Reporting & Analytics, Technical Business..., OEM Management, Call Centers, Customer Service, Analysis

Education
Michigan State University   1991 — 1995
BA, Social Science

Cass Tech

University of Phoenix
MASTER, BUSINESS ADMINISTRATION

Justin Helfand Justin Helfand Philadelphia, Pennsylvania Details
Justin Helfand's Bank of America Merrill Lynch Experience September 2011 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2011 - Present
Bank of America Merrill Lynch   May 2009 - September 2011

Education
Michigan State University College of Law   2005 — 2008
Doctor of Law (J.D.)

University of Illinois at Urbana-Champaign   2002 — 2005
Bachelor of Science (B.S.), Business Administration

The London School of Economics and Political Science (LSE)   2003 — 2003
Summer School Programme

Alex Niekamp Alex Niekamp Oxford, Ohio Details
Alex Niekamp's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
First Miami Student and Alumni Federal Credit Union  August 2013 - May 2015
Grainger  June 2014 - August 2014
Miami University  May 2012 - August 2014
ConAgra Foods  May 2013 - August 2013
First Miami Student and Alumni Federal Credit Union  February 2012 - August 2013
First Miami Student and Alumni Federal Credit Union  January 2012 - February 2012
First Miami Student and Alumni Federal Credit Union  October 2011 - December 2011

Skills
Microsoft Excel, Microsoft Word, Access, FileMaker, Banking, Management, Internal Controls, Customer Service, PowerPoint, Leadership, Microsoft Office, Public Speaking, Teamwork, Auditing, Team Management, Time Management, Risk Management

Education
Miami University   2011 — 2015
Bachelor of Science in Business Administration, Finance, Cum Laude

Versailles High School   2008 — 2011
Diploma with Honors, College Preparatory

William Ernest William Ernest Greater New York City Area Details
William Ernest's Bank of America Merrill Lynch Experience October 2002 - March 2004
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  August 2015 - Present
Wells Fargo Securities  March 2010 - August 2015
Credit Suisse  March 2004 - January 2009
Bank of America Merrill Lynch   October 2002 - March 2004

Skills
Financial Sponsors, Leveraged Finance, equity capital markets, Mergers, Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Structured Finance

Education
Yale University - Yale School of Management   1999 — 2001
Masters in Business Administration

Miami University   1990 — 1994
Bachelor Of Science, Manufacturing Engineering

Harvey Faust Harvey Faust Greater Atlanta Area Details
Harvey Faust's Bank of America Merrill Lynch Experience April 2010 - December 2011
Job Mortgage Loan Originator at Southeast Mortgage of Georgia
Industry Financial Services
Experience
Southeast Mortgage of Georgia, Inc.   June 2015 - Present
Bank of America  December 2011 - October 2013
Bank of America Merrill Lynch   April 2010 - December 2011
Merrill Lynch  June 1996 - January 2006

Skills
Banking, Mortgage Lending, Wholesale Banking, Commercial Lending, Small Business, Loans, Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Financial Services, CRM, Analysis, Finance, Lines Of Credit, Wealth Management..., Branch Banking, Relationship Management, Series 7, High Net Worth..., Cash Management

Education
Michigan State University
Bachelors of Arts, Marketing

University of Detroit Mercy
Masters, Finance

Bailey Truesdell Bailey Truesdell Charlotte, North Carolina Details
Bailey Truesdell's Bank of America Merrill Lynch Experience June 2015 - Present
Job Leveraged Finance Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Tri-Pointe Credit Union   May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Time Management, Accounting, Finance

Education
Miami University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Miami University

Dylan Kane Dylan Kane Greater New York City Area Details
Dylan Kane's Bank of America Merrill Lynch Experience July 2014 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
747 Capital   May 2012 - August 2012

Education
Middlebury College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Paul D. Schreiber Senior High School   2006 — 2010
Advanced Regents Diploma

Satyam Desai Satyam Desai Philadelphia, Pennsylvania Details
Satyam Desai's Bank of America Merrill Lynch Experience February 2014 - Present
Job Business Development Corporate Plans at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2014 - Present
Solium Capital  October 2011 - February 2014
Solium  July 2010 - September 2011
Solium Capital  December 2007 - June 2010
Solium Capital (frmly Allecon Stock Associates)   May 2006 - December 2007

Skills
Project Management, Microsoft Office, Problem Solving, Compliance, Equities, Options, Financial Reporting, Stock, Finance, Management, Analysis, Stocks, Account Management, Sales, Human Resources, Cross-functional Team..., Training

Education
Michigan State University   2002 — 2006
Bachelor of Arts, Finance

Joseph John Kiss II Joseph John Kiss II Saginaw, Michigan Area Details
Joseph John Kiss II's Bank of America Merrill Lynch Experience August 1992 - Present
Job Senior Vice President Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 1992 - Present

Skills
Investments, Portfolio Management, Commercial Lending, Banking, Loans, Treasury Management, Credit

Education
Michigan State University   1990 — 1992
Bachelor Degree, Political Science and Government

Briehan Burke Briehan Burke Summit, New Jersey Details
Briehan Burke's Bank of America Merrill Lynch Experience July 2013 - Present
Job Analyst at Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   July 2013 - Present
Bank of America Merrill Lynch   June 2012 - August 2012
Bank of America Merrill Lynch   June 2011 - August 2011

Education
Middlebury College   2009 — 2013
Bachelor of Arts (BA), Psychology

Universidad Carlos III de Madrid   2011 — 2012

The Pingry School   2005 — 2009

Dell Hoard Dell Hoard Middleburg, Florida Details
Dell Hoard's Bank of America Merrill Lynch Experience February 2009 - Present
Job Wealth Management Client Services at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2009 - Present
The Buckle  January 2008 - January 2009
The Home Depot  February 2007 - December 2007

Skills
Crime Prevention, Social Networking, Athletics, Intercollegiate..., Customer Service, Customer Satisfaction, Customer Engagement, Friendly Personality, Easy to Talk to, Online Help, Listener, Dependable Team Player

Education
Miami Dade College   2006 — 2008
Associate of Science (A.S.), Aviation Science Degree

Thomas Univerity   2003 — 2006
Bachelors Degree, Criminology

St.Johns River State College   2001 — 2003
General Education, Basic Skills and Developmental/Remedial Education

Thomas Geist Thomas Geist Denver, Colorado Details
Thomas Geist's Bank of America Merrill Lynch Experience September 2014 - Present
Job GWIM Sr Operations Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 2014 - Present
Bank of America Merrill Lynch   September 2014 - Present
Aurora Bank FSB  January 2005 - December 2013
Prostaff  May 2003 - July 2004
Galileo International  May 2000 - March 2002
Aurora Loan Services  June 1998 - October 1999
Butler Computer Graphics   May 1980 - December 1985

Skills
Business Analysis, Portfolio Management, Banking, Financial Modeling, Credit, Microsoft Office, Financial Risk, Credit Risk, Access, Risk Management, Financial Analysis, Budgets, Process Improvement, Business Requirements, SDLC, Strategic Planning, Microsoft Excel

Education
University of Colorado at Denver   1994 — 1997
Bachelor of Arts (BA), Economics

Metropolitan State College of Denver
German, Mathematics

Daniel Schwarz Daniel Schwarz Cincinnati, Ohio Details
Daniel Schwarz's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job StudentAthlete at Miami University
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
Cleveland Research Company  May 2014 - August 2014
Weld Plus, Inc.   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management, Market Research, Microsoft Office

Education
Miami University   2013 — 2016
Bachelor’s Degree, Finance and Accounting

Randall Yu Randall Yu Greater Chicago Area Details
Randall Yu's Bank of America Merrill Lynch Experience June 2015 - Present
Job Assistant Vice President P&L and Business Control at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America Merrill Lynch   January 2015 - Present
Bank of America Merrill Lynch   May 2013 - June 2015
Deutsche Bank  March 2012 - May 2013
Bank of America Merrill Lynch   January 2011 - March 2012
Bank of America Merrill Lynch   May 2007 - January 2011
Sears Holdings Corporation  August 2006 - May 2007

Skills
Excel, Project Management, Product Control, Meeting Deadlines, Multitasker, Teamwork, Training Skills, Data Management, Decision Making, Attention To Detail, Ad Hoc Reporting, Derivatives, System Migration, P&L, General Ledger..., General Ledger..., Account Reconciliation, User Acceptance Testing, Business Requirements, Business Reporting, Process Flow, Intercompany, NPV, ROI, Financial Analysis, Brokerage, Segregation of Duties, Funds Transfer Pricing, Cost Allocation, Accounting, Income Statement, Structured Products, Microsoft Excel, Credit Derivatives, Financial Modeling, Trading, Corporate Finance, Interest Rate Swaps, Training, Interest Rate..., Middle Office, Trading Systems, Market Risk, Credit, Fixed Income, Equity Derivatives, Bloomberg, Report Writing, Return on Investment, Commodity

Education
Michigan State University   2002 — 2006
Bachelor of Arts, Finance

Michigan State University   2002 — 2006
Bachelor of Arts, East Asian Languages & Culture

Michigan State University   2002 — 2006
Specialization, International Business

Guy Schwarzberg Guy Schwarzberg Charlotte, North Carolina Details
Guy Schwarzberg's Bank of America Merrill Lynch Experience July 2011 - Present
Job Business Control Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2011 - Present

Skills
Finance, Microsoft Excel, Customer Service, Management, Leadership, Process Improvement, Microsoft Office, Risk Management, Banking

Education
Mercy College   2002 — 2004
Master of Science (M.S.), Banking

State University of New York College at Oneonta   1996 — 2001
Bachelor's degree, Business Administration and Management, General

Diana Dowling Diana Dowling Greater Denver Area Details
Diana Dowling's Bank of America Merrill Lynch Experience August 1990 - Present
Job Retirement Client Service Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 1990 - Present
First Data Corporation  May 1997 - March 1999

Skills
Equities, Financial Services, Investments, Mutual Funds, Portfolio Management, Process Improvement, Recruiting, Relationship Management, Retirement, Retirement Planning, Securities, Wealth Management, Vendor Management, Series 7

Education
University of Nebraska at Omaha   1987 — 1989
BSBA, Marketing

University of Nebraska-Lincoln   1983 — 1986
Business

Miami University   1984 — 1984
Business

Ammad Faisal Ammad Faisal Greater New York City Area Details
Ammad Faisal's Bank of America Merrill Lynch Experience 2009 - 2013
Job COO and CoFounder at Arccos Golf
Industry Computer Hardware
Experience
Arccos Golf  2013 - Present
Bank of America Merrill Lynch   2009 - 2013
Bank of America Merrill Lynch   2006 - 2009
Citi  2003 - 2006

Skills
Equities, Capital Markets, Investment Banking, Research, Private Equity, Equity Capital Markets, Project Finance, Venture Capital, Start-ups, Entrepreneurship, Emerging Markets, Valuation, Financial Modeling, Corporate Finance, Corporate Development

Education
Middlebury College   1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Economics

Aitchison High School

Jean Woodcock Jean Woodcock Hightstown, New Jersey Details
Jean Woodcock's Bank of America Merrill Lynch Experience October 2009 - March 2010
Job Project Manager at AlcatelLucent
Industry Financial Services
Experience
Alcatel-Lucent  March 2015 - April 2015
Broadridge Financial Solutions  April 2014 - June 2014
Self-Employed (Special Projects)   May 2011 - August 2012
AT&T  April 2011 - May 2011
Bank of America Merrill Lynch   October 2009 - March 2010
Walmart  November 2008 - January 2010
NCS Technologies  December 2007 - January 2008
LexisNexis Martindale-Hubbell  July 2006 - September 2006
Virgin Mobile USA  December 2005 - January 2006
Cingular Wireless  April 2001 - November 2004

Skills
Business Analysis, Project Management, Quality Assurance, ERP, Telecommunications, Risk Management, Vendor Management, Training, Process Improvement, SDLC, Leadership, CRM, Management, Testing, Program Management, Software Documentation, Team Management, Security, Business Intelligence, Integration, PMP, PMO, Project Portfolio..., Requirements Analysis, Visio, Business Process..., Software Project..., Business Process, Cross-functional Team..., Requirements Gathering, Resource Management, IT Strategy, SharePoint, Information Technology, Consulting, Technical Recruiting, Analysis, Business Requirements, Change Management, Project Planning, Project Delivery, Team Leadership, Strategy

Education
Upsala College   1983 — 1984
BA, Business Admin/Management

Mercy College   1979 — 1981
Mathematics, Accouning, 3.6

A.J. Murphy A.J. Murphy Greater New York City Area Details
A.J. Murphy's Bank of America Merrill Lynch Experience September 2011 - April 2014
Job CoHead, Global Leveraged Finance, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  May 2015 - Present
Goldman Sachs  April 2014 - May 2015
Bank of America Merrill Lynch   September 2011 - April 2014
Bank of America  October 2009 - September 2011
JPMorgan  September 2007 - October 2009
JP Morgan  2007 - 2009
Deutsche Bank  July 1998 - June 2007
Deutsche Bank Securities  1998 - 2007
Bankers Trust Co  1998 - 2007
Bear Stearns  1997 - 1997

Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation

Education
Middlebury College   1994 — 1998
BA, English, Political Science (Joint)

Kent Place   1985 — 1994
high school diploma

Matthew Sivard Matthew Sivard Greater Chicago Area Details
Matthew Sivard's Bank of America Merrill Lynch Experience March 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   March 2013 - Present
Bank of America Merrill Lynch   June 2010 - March 2013
Ernst & Young  July 2008 - June 2010
PricewaterhouseCoopers  2007 - 2007

Education
Miami University   2004 — 2008
B.S., Finance, Accounting, MIS

Maria Chang Maria Chang Miami/Fort Lauderdale Area Details
Maria Chang's Bank of America Merrill Lynch Experience October 2010 - February 2011
Job AVP, Senior Credit Analyst at Mercantil Commercebank N.A.
Industry Banking
Experience
Mercantil Commercebank N.A.   February 2011 - Present
Bank of America Merrill Lynch   October 2010 - February 2011
Mercantil Commercebank, N.A.   January 2006 - October 2010
Mercantil Commercebank N.A.   June 2003 - November 2006
Mercantil Commercebank N.A.   2002 - 2003

Skills
Lotus Notes, Commercial Banking, Financial Analysis, Finance, Loans, Credit Risk, Credit, Banking, Credit Analysis, Commercial Lending, Analysis, Financial Risk

Education
University of Phoenix   2003 — 2005


Associates of Science


Bachelor of Science

Raymond Swartzwelder Raymond Swartzwelder Canton, Ohio Area Details
Raymond Swartzwelder's Bank of America Merrill Lynch Experience 2007 - 2009
Job President & CEO at Filtrexx International
Industry Environmental Services
Experience
Filtrexx International  2014 - Present
Weaver Express   2012 - 2014
Walmart  2010 - 2012
Bank of America Merrill Lynch   2007 - 2009
Wachovia Securities, LLC  2003 - 2007
LKQ Corporation  1998 - 2001

Skills
Corporate Development, Financial Modeling, Acquisition Integration, M&A experience, Financial Analysis, Finance, Due Diligence, Valuation, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Management, Corporate Finance, Business Strategy

Education
Northwestern University - Kellogg School of Management
MBA, General Management, Finance

Miami University
B.S., Finance

Blake Joh Blake Joh New York, New York Details
Blake Joh's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present

Education
Michigan State University
BA, Finance

Jason D'Souza, CFA Jason D'Souza, CFA Greater Los Angeles Area Details
Jason D'Souza, CFA's Bank of America Merrill Lynch Experience July 2007 - October 2010
Job Senior Portfolio Risk Analyst at Ares Management
Industry Investment Management
Experience
Ares Management  July 2014 - Present
Ares Management  October 2010 - July 2014
Bank of America - Merrill Lynch  July 2007 - October 2010

Skills
Fixed Income, Structured Products, Structured Finance, Enterprise Risk..., Credit Risk, Bond Pricing, High Yield Bonds, Convertible Bonds, Business Analysis, Python, Microsoft SQL Server, CDO, Hedge Funds, Bloomberg, Asset Management, Financial Analysis, Capital Markets

Education
Michigan State University   2002 — 2006
Bachelor of Arts (B.A.), Finance, General

Leon Wu Leon Wu Greater San Diego Area Details
Leon Wu's Bank of America Merrill Lynch Experience April 2014 - Present
Job Vice President, Market Sales Manager at Bank of America Merrill Lynch Preferred Banking and Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2014 - Present

Skills
Leadership, Team Building, Strategic Planning, Public Speaking, Management, Marketing Strategy, Sales, Business Development, Marketing, Customer Service, Financial Analysis, Social Media, Social Media Marketing

Education
Michigan State University Eli Broad College of Business   2001 — 2003
Marketing

Michigan State University   2000 — 2003
Marketing

Brian Owings Brian Owings Greater Denver Area Details
Brian Owings's Bank of America Merrill Lynch Experience May 2005 - July 2013
Job FP&A
Industry Financial Services
Experience
WJ Bradley  October 2014 - January 2015
TUDOR INVESTMENT CORPORATION  July 2013 - October 2014
Bank of America Merrill Lynch   May 2005 - July 2013
Merrill Lynch  June 2003 - May 2005
Merrill Lynch  June 2000 - June 2003
Merrill Lynch  March 1998 - June 2000

Skills
Financial Analysis, Strategic Financial..., Analysis, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Fixed Income, Derivatives, Financial Services, Asset Management, Corporate Finance, Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Business Analysis, Process Improvement, Options, Financial Planning

Education
University of Denver   1998 — 2000
MBA

Metropolitan State University of Denver   1993 — 1997
BS

Joel P. Feldmann Joel P. Feldmann San Francisco, California Details
Joel P. Feldmann's Bank of America Merrill Lynch Experience January 2009 - April 2010
Job Capital Markets Professional
Industry Investment Banking
Experience
Wells Fargo Securities  August 2011 - Present
Bank of America Merrill Lynch   January 2009 - April 2010
Bank of America  2006 - 2009
Jefferies & Company, Inc.   2005 - 2006
Headwaters MB  2003 - 2005
Morgan Stanley  2000 - 2002
Morgan Stanley  1994 - 2000
Citigroup  1989 - 1994
Bankers Trust Company  1986 - 1989
Price Waterhouse  1980 - 1984

Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO

Education
The University of Chicago Booth School of Business   1984 — 1986
Master of Business Administration, Finance and Accounting

Miami University   1976 — 1980
Bachelor of Science, Finance and Accounting

Valley Forge High School   1973 — 1976
Diploma

Steven R Cosenza Jr Steven R Cosenza Jr Greater New York City Area Details
Steven R Cosenza Jr's Bank of America Merrill Lynch Experience 2000 - 2004
Job Deskside Support at IBM
Industry Information Technology and Services
Experience
IBM  March 2005 - Present
IBM  March 2005 - February 2007
Merrill Lynch  2001 - 2004
Bank Of America - Merrill Lynch  2000 - 2004

Skills
Desktop Support, Remedy, End User Support, Altiris, Microsoft Office Xp, Workstations, Desktop Administration, Patch Management, Hardware Support, Microsoft Office 2003, Citrix, Servers, Symantec Antivirus, Windows Server 2003, Server Administration, Wintel, Windows Server, BMC Remedy, Technical Support, Active Directory, System Deployment, Desktop Computers, Blackberry, VMware, DNS, VMware ESX, Windows XP, Help Desk Support, Disaster Recovery, Group Policy, Microsoft Exchange, VPN, IT Operations, DHCP, Virtualization, Data Center

Education
Westchester Business Institue   1998 — 1999

Mercy College   1988 — 1993
Bachelor of Business Administration (BBA), Office Information Systems and Technology

Paul Tiernan Paul Tiernan Greater Boston Area Details
Paul Tiernan's Bank of America Merrill Lynch Experience September 2014 - Present
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch   September 2014 - Present
PNC Investments  August 2013 - July 2014
TD Ameritrade  September 2012 - August 2013
Fidelity Investments  January 2011 - August 2012
Guardian Life  May 2005 - September 2010
AIG SunAmerica  2002 - 2005
Putnam Investments  April 2000 - July 2002
Rational Software Corporation  April 1999 - April 2000
Osram Sylvania  1992 - 1998

Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing

Education
Suffolk University - Sawyer Business School   1996 — 1998
MBA, Marketing

Merrimack College   1988 — 1992
Bachelor of Science (BS), Marketing

Jolie Lau Jolie Lau Greater New York City Area Details
Jolie Lau's Bank of America Merrill Lynch Experience August 2009 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2009 - Present
Towers Perrin MGMC   September 2008 - August 2009
Permanent Mission of Palau to the United Nations   April 2007 - December 2007
Bank of America  April 2004 - June 2006
Bank of America  August 2000 - April 2004
Lehman Brothers  October 1999 - August 2000

Education
Yale University   1995 — 1999
BA, Economics

Middlebury College   1997 — 1997
Classical Chinese

Marigene Dolven Marigene Dolven Columbus, Ohio Area Details
Marigene Dolven's Bank of America Merrill Lynch Experience August 2010 - Present
Job Vice President, Wealth Management Banker at Bank of America, Merrill Lynch
Industry Banking
Experience
Bank of America, Merrill Lynch  August 2010 - Present
National City/PNC   January 2006 - August 2010
Huntington National Bank  May 1986 - November 2005

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Treasury Management, Portfolio Management, Banking, Credit Analysis, Loans, Wealth Management, Credit, Underwriting

Education
Miami University   1981 — 1985
Bachelor of Science (BS), Finance, General

Cindy Nutini Cindy Nutini Charlotte, North Carolina Area Details
Cindy Nutini's Bank of America Merrill Lynch Experience April 2005 - Present
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch   April 2005 - Present
Bank of America  June 2007 - December 2009
UBS  2002 - 2005
Deloitte  1992 - 2002
Deloitte Consulting  1992 - 2001

Skills
Fixed Income, Capital Markets, Operational Risk..., Investment Banking, Derivatives, Equities, Management Consulting, Banking, PMO, Business Analysis, Asset Managment, Business Process..., Vendor Management, Business Process..., Risk Management, Management, Financial Services, Program Management, SDLC, Strategy, IT Strategy, Change Management, Project Management, Global Regulatory...

Education
Miami University   1983 — 1987
Bachelor of Applied Science (BASc), Management Information Systems and Services

Michael Tierney Michael Tierney Chicago, Illinois Details
Michael Tierney's Bank of America Merrill Lynch Experience September 2011 - April 2013
Job Vice President at Hammond Hanlon Camp LLC
Industry Banking
Experience
Hammond Hanlon Camp LLC  August 2014 - Present
BMO Capital Markets  April 2013 - August 2014
Bank of America Merrill Lynch   September 2011 - April 2013
Bank of America Merrill Lynch   July 2009 - September 2011
Bank of America  2007 - July 2009
LaSalle Bank  2006 - 2007

Skills
Commercial Banking, Commercial Lending, Financial Modeling, Credit Analysis, Portfolio Management, Financial Analysis, Underwriting, Credit, Valuation, Loans, Investments, Banking, Corporate Finance, Equities, Asset Managment, Credit Risk, Treasury Management, Derivatives, Due Diligence, Strategy, Capital Markets, Bonds, Asset Management

Education
The University of Chicago - Booth School of Business   2012 — 2015
Master of Business Administration (M.B.A.)

Michigan State University   2002 — 2006
BA, Finance

Sheila Santry Sheila Santry Charlotte, North Carolina Area Details
Sheila Santry's Bank of America Merrill Lynch Experience November 2006 - Present
Job Sr. Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   November 2006 - Present
Signature Consultants  January 2006 - October 2006
S1 Corporation  April 2001 - October 2005
Wachovia  1996 - 2001
Bank of Boston  September 1984 - June 1996

Skills
Treasury Services, Business Analysis, Banking, Project Portfolio..., Project Management, Relationship Management, Treasury Management, SDLC, Vendor Management, Financial Services, Product Management, CRM, Risk Management, Payments, Cash Management, PMO, Business Process..., Process Improvement, Payment Systems, Requirements Gathering, Software Project...

Education
Merrimack College   1979 — 1983
Bachelor of Arts (BA), Sociology

James Jakubiec James Jakubiec Washington D.C. Metro Area Details
James Jakubiec's Bank of America Merrill Lynch Experience September 2008 - July 2011
Job Manager at PwC
Industry Financial Services
Experience
PwC  July 2014 - Present
PwC  January 2013 - Present
FBR  July 2011 - November 2011
Bank of America Merrill Lynch   September 2008 - July 2011
Bank of America Merrill Lynch   May 2007 - September 2008
Bank of America Merrill Lynch   June 2006 - May 2007
The Chicago Board of Trade  November 2004 - June 2006

Skills
Valuation, Investment Banking, Equities, Risk Management, Banking, Structured Products, Investor Reporting, Derivatives, Compliance, Document Review, Financial Modeling, CDO, Due Diligence, Financial Analysis, Financial Risk, Capital Markets, Analysis, Structured Finance

Education
DePaul University, Kellstadt Graduate School of Business   2007 — 2009
Master of Business Administration, Finance

Michigan State University
Bachelor of Arts, Finance

Abner Perez Abner Perez Charlotte, North Carolina Area Details
Abner Perez's Bank of America Merrill Lynch Experience March 2010 - Present
Job Sr. Architect Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   March 2010 - Present
Wachovia  2007 - March 2010
Watchtower  1999 - 2007
Watchtower  1995 - 1999
Watchtower  1992 - 1995
Government Employees Insurance Company  April 1988 - June 1992

Education
State University of New York   2000 — 2004
BS, Management Information System (MIS)

Miami Dade College   1990 — 1992
AS, Computer Science

Justin Alexander Justin Alexander Denver, Colorado Details
Justin Alexander's Bank of America Merrill Lynch Experience August 2014 - Present
Job Senior Vice President & Senior Client Manager, Oil & Gas Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
US Bank  August 2005 - August 2014
Bank of Scotland  1994 - 2005

Skills
Corporate Finance, Credit Analysis, Financial Analysis, Credit, Financial Modeling, Portfolio Management, Banking, Capital Markets, Due Diligence, Risk Management, Structured Finance, Commercial Banking, Syndications, Loans

Education
Miami University   1990 — 1994
BS Business, Finance

Pacific Coast Banking School   2011 — 2013

Kimberly Orlando Kimberly Orlando Los Angeles, California Details
Kimberly Orlando's Bank of America Merrill Lynch Experience July 2009 - October 2010
Job Vice President, Investor Relations at Addo Communications
Industry Financial Services
Experience
Addo Communications  October 2010 - Present
Bank of America Merrill Lynch   July 2009 - October 2010
Raymond James Financial Inc.  May 2007 - June 2009
Banc of America Securities  June 2008 - August 2008

Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Equities, Equity Valuation, Investor Relations, Private Equity, Due Diligence, Investments, Equity Research, Investment Banking, Finance

Education
Michigan State University   2005 — 2009
Finance

Christine Tierney Christine Tierney Greater Chicago Area Details
Christine Tierney's Bank of America Merrill Lynch Experience March 1994 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   March 1994 - Present

Education
Michigan State University
Bachelor of Arts, Accounting

Michigan State University - The Eli Broad College of Business
MBA, Finance

Jarrod Green Jarrod Green Charlotte, North Carolina Details
Jarrod Green's Bank of America Merrill Lynch Experience September 2014 - Present
Job Senior Risk Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   September 2014 - Present
Bank of America Merrill Lynch   September 2012 - September 2014
Bank of America  April 2011 - September 2012
Bank of America Merrill Lynch   January 2010 - March 2011
Bank of America Merrill Lynch   November 2004 - December 2009
Merrill Lynch  September 2003 - June 2004

Skills
VBA, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Access, SQL, Oracle, Account Reconciliation, FAS 133, MarkitSERV, SPSS

Education
2016 Level III Candidate in the CFA Program

University of North Carolina at Charlotte   2007 — 2010
MBA, Finance / Applied Investment Management

Ohio University   2001 — 2003
MA, Political Science

Miami University   1998 — 1999
BA, Political Science

Hunt Roeder Hunt Roeder Greater New York City Area Details
Hunt Roeder's Bank of America Merrill Lynch Experience 2000 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   2000 - Present
Barclays Capital  1996 - 1999

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1994 — 1996
MBA

Middlebury College   1987 — 1991
BA, Economics

Shilpa Hingwe Shilpa Hingwe Greater Chicago Area Details
Shilpa Hingwe's Bank of America Merrill Lynch Experience July 2001 - December 2010
Job Relationship Manager at Associated Bank
Industry Banking
Experience
Associated Bank  September 2011 - Present
University of Chicago Booth School of Business  September 2007 - December 2010
Bank of America Merrill Lynch   July 2001 - December 2010

Skills
Financial Analysis, Financial Modeling, Strategic Planning, Project Management, Commercial Banking, Financial Accounting, Non-profit Consulting, Non-profit Board..., Business Development, Relationship Management, Banking, Finance, Portfolio Management, Commercial Lending

Education
The University of Chicago Booth School of Business   2007 — 2010
MBA, Strategic Management, Economics, Marketing

Michigan State University - The Eli Broad College of Business   1997 — 2001
BA, Accounting

Peking University
Study Abroad Program

Nick DiGiaimo Nick DiGiaimo Greater New York City Area Details
Nick DiGiaimo's Bank of America Merrill Lynch Experience 1995 - Present
Job Owner at New Line Media
Industry Graphic Design
Experience
Bank of America Merrill Lynch   1995 - Present
New Line Media   March 1993 - Present
LK law firm   2010 - 2011
Merrill Lynch  September 1995 - 2009
Colony Comm / Cabelvision   1983 - 1989

Education
Mercy College   1984 — 1986
BS, CIS

Richard Gledhill Richard Gledhill Dallas/Fort Worth Area Details
Richard Gledhill's Bank of America Merrill Lynch Experience June 2006 - Present
Job Director, Practice Management Consultant at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2006 - Present
Morgan Stanley  2004 - 2006
Morgan Stanley  2002 - 2004
Morgan Stanley  2001 - 2002
Morgan Stanley  September 1999 - October 2001

Skills
Certified Professional..., Kolbe Certified..., Myers Briggs Certified..., Certified Professional..., Certified Professional..., Series 7, Asset Allocation, Valuation, FINRA, Strategy, Wealth Management, Investments, Series 63, Leadership, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, ETFs, Securities, Financial Advisory, Retirement, Change Management, Performance Management, Leadership Development, Cultural Diversity

Education
Michigan State University   1988 — 1993
B.S., Interdisciplinary Studies Human Resources and Society

Anna Pihakis Anna Pihakis Charlotte, North Carolina Area Details
Anna Pihakis's Bank of America Merrill Lynch Experience 1994 - Present
Job Director Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America  June 1994 - Present
Bank of America Merrill Lynch   1994 - Present

Skills
Cash Management, Commercial Banking

Education
Mercer University   1990 — 1994
Bachelor of Business Administration (B.B.A.), Communication and Media Studies

Gulf Breeze High School   1986 — 1990

Cheri. Hoffmann Derrick Cheri. Hoffmann Derrick Cincinnati Area Details
Cheri. Hoffmann Derrick's Bank of America Merrill Lynch Experience January 2012 - Present
Job SVP,Marketing Research at Bank of America
Industry Market Research
Experience
Bank of America Merrill Lynch   January 2012 - Present
Springer School and Center  2008 - 2012
Bank of America  2000 - 2006

Education
Miami University   1977 — 1981
Bachelor of Arts, Organizational Communications

Scott Singhoff Scott Singhoff Houston, Texas Area Details
Scott Singhoff's Bank of America Merrill Lynch Experience 2005 - Present
Job Senior Vice President and Senior Client Manager at Bank America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2005 - Present
Bank America Merrill Lynch   2000 - 2005
Bank America / NationsBank   1997 - 2000
NationsBank  1989 - 1997
First Republic Bank (predecessor to NationsBank)   1986 - 1989

Skills
Portfolio Management, Investments, Loans, Investment Banking, Commercial Banking, Underwriting, Business Development, Management, Insurance, Financial Modeling, Series 7, Commercial Lending, Capital Markets, Financial Analysis, Valuation, Credit Analysis, Corporate Finance, Credit, Equities, Banking

Education
The George Washington University - School of Business   1982 — 1983
MBA, Finance, General

Miami University   1974 — 1978
BA, International Studies

Daniel Bastedo Daniel Bastedo Greater Philadelphia Area Details
Daniel Bastedo's Bank of America Merrill Lynch Experience April 2002 - Present
Job VP Senior Compliance Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  December 2013 - Present
Bank of America - Merrill Lynch  April 2002 - Present
SIFMA  2002 - 2013
Summit Financial Services Group   July 1997 - August 2001

Skills
Series 7

Education
Messiah College   1988 — 1992
BA

Vanessa Graff Vanessa Graff Greater New York City Area Details
Vanessa Graff's Bank of America Merrill Lynch Experience April 2012 - March 2014
Job International Private Sales & Chairman's Office at Christie's
Industry Fine Art
Experience
Christie's  March 2014 - Present
Bank of America Merrill Lynch   April 2012 - March 2014
Bank of America Merrill Lynch   September 2004 - February 2014
Deutsche Bank  May 2003 - September 2004

Skills
Concur, Travel Arrangements, Calendaring, Expense Management, Calendars, Administrative..., Investment Banking, Outlook, Microsoft Excel, Spreadsheets, Office Management, PowerPoint

Education
Messiah College
Bachelor of Science (BS), Psychology

Stephen Philip Stephen Philip Greater Chicago Area Details
Stephen Philip's Bank of America Merrill Lynch Experience March 2003 - January 2011
Job Client Relationship VP Director with Expertise in Fixed Income Sales | Open to new opportunities
Industry Financial Services
Experience
Client Relationship Leadership, Greater Chicago Area   2015 - Present
Sustainable Venture Partners LLC   January 2011 - Present
Bank of America Merrill Lynch   March 2003 - January 2011
Neptune Capital   February 2000 - March 2003
Merrill Lynch  July 1992 - January 2000
IDS American Express  December 1990 - July 1992

Skills
Investments, Alternative Investments, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Portfolio Management, Securities, Asset Management, Capital Markets, Investment Management, Series 7, Investment Advisory, Investment Banking, Equities, Wealth Management, Series 63, Credit Analysis, Hedge Funds, Emerging Markets, Financial Advisory, Alternative Energy, Renewable Energy Systems, Key Client Relationships, Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Presentation, Customer Experience, Management

Education
Miami University   1982 — 1985
BA, Russian Studies

University of Southern California   1981 — 1982

Barrington High School   1977 — 1981

Feena Ward Feena Ward Greater Chicago Area Details
Feena Ward's Bank of America Merrill Lynch Experience June 2015 - Present
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America Merrill Lynch   December 2007 - June 2015
LaSalle Bank  2001 - 2006

Education
Miami University
Bachelor's degree, Finance, General

Brian Penny Brian Penny Greater Milwaukee Area Details
Brian Penny's Bank of America Merrill Lynch Experience July 2013 - December 2014
Job Assistant Director : Operations and Technology at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  February 2015 - Present
Bank of America Merrill Lynch   July 2013 - December 2014
Deutsche Bank  December 2008 - July 2013
Lehman Brothers & Barclays Capital  April 2007 - December 2008
BNP Paribas  March 1996 - March 2007
Rolfe and Nolan   January 1990 - March 1996

Skills
Management, Valuation, Equities, Fixed Income, AML, Risk Management, Derivatives, Financial Markets, Middle Office, Investment Banking, Portfolio Management, Trading Systems, Hedge Funds, Project Management, Change Management, Business Analysis, Data Migration, Database Design, Client Services, Client Relations, Training

Education
Michigan Technological University   1985 — 1990
BS, Management Information Systems

Alma Garces Alma Garces Greater New York City Area Details
Alma Garces's Bank of America Merrill Lynch Experience
Job Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch  

Skills
Series 7, Capital Markets, Series 63, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Bloomberg, Financial Services, Asset Management, Derivatives, Bonds, Back Office

Education
Mercy College
Bachelor's degree, Business Administration and Management, General

Tampa College
Associate of Science (AS), Medical Lab

The Chubb Institute
Diploma, Network Engineering and Data Communications

Alice Demmerle Alice Demmerle Greater Boston Area Details
Alice Demmerle's Bank of America Merrill Lynch Experience August 2013 - July 2014
Job MBA Candidate, Class of 2016, at Tuck School of Business at Dartmouth
Industry Management Consulting
Experience
Parthenon-EY  June 2015 - August 2015
Bank of America Merrill Lynch   August 2013 - July 2014
Jefferies & Company  May 2011 - August 2013
Dewey & LeBoeuf LLP  June 2009 - April 2011
Argus Information and Advisory Services  June 2008 - August 2008

Skills
Series 7, Private Equity

Education
Dartmouth College - The Tuck School of Business at Dartmouth

Middlebury College   2007 — 2009
B.A., English, Economics - Cum Laude, with Honors

Vanderbilt University   2005 — 2006

Tiana Grubin Tiana Grubin Greater New York City Area Details
Tiana Grubin's Bank of America Merrill Lynch Experience March 2005 - Present
Job Vice President/Corporate Recruiter
Industry Human Resources
Experience
Bank of America Merrill Lynch   March 2005 - Present

Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Recruiting, Internet Recruiting, Human Resources, Succession Planning, Sourcing, Technical Recruiting, Employee Relations, Employee Benefits, HRIS, Interviews, Employee Engagement, Financial Services, Executive Search, Vendor Management, Workforce Planning

Education
Mercy College
BS, Psychology

Anish Johri Anish Johri New York, New York Details
Anish Johri's Bank of America Merrill Lynch Experience May 2014 - August 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  June 2015 - Present
Bank of America Merrill Lynch   May 2014 - August 2014
Twitter  November 2013 - March 2014
Twitter  June 2013 - September 2013
LinkedIn  May 2012 - August 2012
Room to Read  June 2010 - July 2010

Skills
Fundamental Analysis, Equity Research Analysis, DCF Valuation, Financial Markets, Sales, Salesforce.com, Sales Prospecting, Programming, Python, HTML, Stata, Microsoft Office, Merlin, Social Media Marketing, Sales Management, Valuation, Strategy, Bloomberg

Education
Middlebury College   2011 — 2015
BA, Economics and Political Science

London School of Economics and Political Science   2013 — 2014
General Course, Study Abroad, Economics

Henry M. Gunn Senior High School   2007 — 2011
High School Diploma, General Study

Louise Faret Machado Louise Faret Machado New York, New York Details
Louise Faret Machado's Bank of America Merrill Lynch Experience November 2014 - Present
Job Sr. Financial Analyst, AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   November 2014 - Present
Merrill Lynch  May 2012 - November 2014
Acronis  May 2009 - November 2012
Acronis, Inc  June 2008 - May 2009
CVS Pharmacy  April 2004 - February 2009

Skills
Portuguese, Account Reconciliation, Spanish

Education
Merrimack College
International Business

Kate Marcotte Kate Marcotte Washington D.C. Metro Area Details
Kate Marcotte's Bank of America Merrill Lynch Experience 1985 - March 2014
Job Senior Vice President and Relationship Manager at Capital One
Industry Banking
Experience
Capital One  March 2014 - Present
Bank of America Merrill Lynch   1985 - March 2014
Bank of America Merrill Lynch   1985 - February 2014
Bank of America Merrill Lynch   2008 - 2010
Bsnk of America Merrill Lynch   2006 - 2008
Bank of America Merrill Lynch   2001 - 2006
The Federal Trade Commission   1983 - 1985

Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Small Business Lending, Credit Risk, Loan Origination, Underwriting, Portfolio Management, Treasury Management, Licensed Series 7 and 63, Management experience..., Budgets, Corporate Finance, Cash Flow Lending, Financial Services, Financial Analysis

Education
The George Washington University   1983 — 1985
Bachelor's degree, Finance

Miami University   1981 — 1983

Christopher Schuer Christopher Schuer Greater Chicago Area Details
Christopher Schuer's Bank of America Merrill Lynch Experience October 1999 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 1999 - Present
American National Bank & Trust  November 1992 - October 1999

Skills
Series 7, Electronic Trading, Capital Markets, Fixed Income, Investments, Series 63, Series 24

Education
Michigan State University   1989 — 1992
BA, English, History, Political Science

Michael Aboosamra Michael Aboosamra Greater Los Angeles Area Details
Michael Aboosamra's Bank of America Merrill Lynch Experience May 2015 - Present
Job Assistant Vice President, Entertainment Industries Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2015 - Present
Comerica Bank  March 2013 - May 2015
Morgan Stanley Wealth Management  June 2011 - February 2013

Skills
Retirement Planning, Asset Allocation, Financial Modeling, Series 7, Financial Analysis

Education
Michigan State University
Bachelor of Arts, Finance

Robert Klawinski Robert Klawinski Charlotte, North Carolina Details
Robert Klawinski's Bank of America Merrill Lynch Experience June 2011 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   June 2011 - Present
Bank of America  April 2010 - June 2011
Bank of America  March 1999 - April 2010
C&S/NationsBank   August 1991 - March 1999
C&S National Bank  October 1988 - August 1991
C&S National Bank  February 1987 - October 1988
Office of the Comptroller of the Currency  December 1982 - February 1987
Office of the Comptroller of the Currency  January 1978 - December 1982

Skills
Banking, Investment Banking, Portfolio Management, Credit

Education
Michigan State University   1975 — 1977
Bachelor's degree, Accounting and Finance

Liuxufei (Sophie) Yang Liuxufei (Sophie) Yang New York, New York Details
Liuxufei (Sophie) Yang's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Moody's Investors Service  June 2014 - August 2014
Moody's Investors Service  June 2013 - August 2013
Educational Alliance  September 2010 - June 2012

Skills
Microsoft Word, Teaching, Microsoft Excel, Community Outreach, Microsoft Office, PowerPoint, Public Speaking, Research, Event Planning, Teamwork, Data Analysis, Economics, Financial Analysis

Education
Middlebury College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Conor Lyons Conor Lyons New York, New York Details
Conor Lyons's Bank of America Merrill Lynch Experience 2011 - August 2014
Job Equity Derivative Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2014 - Present
Bank of America Merrill Lynch   2011 - August 2014
Bank of America Merrill Lynch   2009 - 2011

Skills
Chartered Financial..., Equity Derivatives, Options

Education
Middlebury College   2005 — 2009
Bachelor's degree, Economics

Drew Reichenbach Drew Reichenbach Deerfield, Illinois Details
Drew Reichenbach's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Miami University
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
St. James’s Place Wealth Management   September 2014 - December 2014

Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Financial Modeling, Critical Thinking, Cash Flow Analysis, Financial Risk..., Public Speaking

Education
Miami University   2012 — 2016
Bachelor of Science (B.S.), Finance, General