Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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...
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch July 2013 - Present
Education
Michigan State University
BA, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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