Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch November 2014 - Present
Mega International Commercial Bank - Los Angeles Branch February 2011 - June 2014
Oak Valley Golf Club August 2009 - January 2011
Mega Securities Co., Ltd February 2007 - June 2007
Skills
Credit Analysis, Financial Analysis, Accounting, Credit Risk, Commercial Banking, Economics, Credit, Financial Reporting, Risk Management, Banking, Financial Modeling, Financial Accounting, Auditing, Loans, Financial Risk, Analysis, Finance, Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General, 3.6/4.0
National Chung Cheng University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 83.23/100
Bank of America Merrill Lynch August 2008 - Present
Bank of America Merrill Lynch January 2004 - July 2008
Merrill Lynch September 1999 - January 2004
Merrill Lynch June 1997 - August 1999
Merrill Lynch March 1993 - May 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Vendor Management, Software Project..., Program Management, Enterprise Architecture, IT Strategy, Software Development, Process Improvement, Change Management, Analysis, Financial Services, Management
Education
Montclair State University
BS, Computer Science & Math
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2012
Skills
Microsoft Office, Windows, Customer Service, Outlook, Business Analysis, Networking, Oracle, Concur, Ariba, Account Reconciliation, Process Auditing, SAP, WebEx
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Creative Artists Agency April 2015 - Present
Creative Artists Agency February 2013 - Present
NBC Universal July 2010 - November 2012
Bank of America Merrill Lynch July 2009 - July 2010
Merrill Lynch & Co June 2008 - August 2008
Lehman Brothers May 2007 - July 2007
Skills
Partnerships, Strategic Financial..., Television, Digital Media, Script Coverage, Strategic Partnerships, Investment Banking, Valuation, Research, Venture Capital, Microsoft Office, Entrepreneurship, Finance, Film Production, Financial Planning, Marketing, PowerPoint, Public Speaking, Time Management, Business, Event Planning, Strategy, Microsoft Excel, Final Cut Pro, Producing, Social Media, Film, Financial Modeling, Video Production, Equity Research, Sponsorship, Analysis
Education
Morehouse College 2005 — 2009
B.A., Finance
Peking University 2007 — 2007
Entrepreneurship
Wells Fargo August 2014 - Present
US Trust September 2012 - August 2014
Bank of America Merrill Lynch August 2010 - September 2012
Wachovia, A Wells Fargo Company May 2009 - August 2010
Wachovia, A Wells Fargo Company October 2006 - May 2009
Wachovia, A Wells Fargo Company July 2002 - October 2006
Skills
Access, Leadership, Wealth Management, Sales, Mortgage Lending, Program Management, Retirement, Credit Risk, Series 63, Public Speaking, Process Improvement, Financial Modeling, Loans, Training, Microsoft Excel, Banking, Coaching, Analysis, Cash Management, Portfolio Management, Customer Service, Finance, Corporate Finance, Credit, Investment Advisory, Strategic Financial..., Change Management, Team Building, Underwriting, Asset Allocation, Financial Analysis, Insurance, Investments, Estate Planning, Budgets, Financial Services, Data Analysis, New Business Development, Sales Operations, Credit Analysis, Microsoft Office, Account Management, Commercial Banking, CRM, Commercial Lending, Team Leadership, Management, Mortgage Banking, Series 7, Private Banking
Education
Morgan State University
Bank of America Merrill Lynch September 2013 - Present
Bank of America November 2010 - September 2013
Bank of America May 2008 - November 2010
Bank of America July 2007 - April 2008
Bank of America April 2004 - June 2007
Bank of America April 2002 - May 2004
Skills
Banking, Commercial Lending, Coaching, Credit Cards, Commercial Banking, Small Business Lending, Credit, Loans, Fundraising, Mortgage Lending, Small Business, Mortgage Banking, Consumer Lending, Nonprofits, Lines Of Credit, Public Speaking, Sales, Management, Time Management, Loan Origination, Retail Banking, Credit Analysis, Cross Selling, Deposits
Education
Western Governors University 2014 — 2015
Bachelor of Science (B.S.), Business Management
Western International University 2005 — 2007
Associate of Arts (A.A.), Business Administration
Multnomah University 2002 — 2004
Communications
Liberty Group May 2015 - Present
Bank of America Merrill Lynch November 2014 - Present
Olive Garden February 2013 - Present
The U radio station August 2013 - May 2014
MTV April 2012 - June 2012
Meyer Communications Inc. January 2012 - May 2012
Skills
Performance, Public Speaking, Acting, Modern Dance, Entertainment Management, PowerPoint, Customer Service, Microsoft Word, Sound, Music, Performance Tuning, Microsoft Office, Leadership, Radio, Event Planning, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2014
Bachelor of Business Administration (BBA), Marketing
Missouri State University 2009 — 2013
Media and Marketing, Business, Management, Marketing, and Related Support Services
Alabama A&M University 2008 — 2009
Bank of America Merrill Lynch April 2013 - Present
Alliant Capital LLC January 2012 - April 2013
Texas A&M University January 2011 - February 2012
RealPage, Inc. May 2011 - August 2011
Skills
Portfolio Management, Analysis, Real Estate Economics, Financial Analysis, Real Estate, Financial Modeling, Due Diligence, Asset Management, Commercial Real Estate, Microsoft Excel, Underwriting, Leases, Pricing, Market Analysis, Microsoft Office, Real Estate Transactions, Investments, PowerPoint
Education
Texas A&M University - Mays Business School 2010 — 2011
Masters, Real Estate
Midwestern State University 2005 — 2009
Bachelor of Science, Biology
Microsoft December 2014 - Present
Bank of America Merrill Lynch July 2013 - October 2014
Nanyang Technological University August 2012 - May 2013
Bank of America Merrill Lynch January 2012 - June 2012
Nanyang Technological University September 2010 - June 2012
Nanyang Technological University September 2011 - November 2011
Skills
Java, C#, .NET, Microsoft Office, Android Development, PHP, Matlab, Windows Phone..., SQL, XNA Framework, UML, Research, Windows Store..., WPF Development, WCF Services, Scala
Education
Nanyang Technological University 2009 — 2013
Bachelor of Engineering, Computer Science, First Class Honours
Bank of America Merrill Lynch August 2015 - Present
FirstCapital Bank of Texas February 2013 - July 2015
Family Promise of Midland May 2013 - June 2014
Lithia Motors 2012 - 2013
First Financial Bankshares, Inc. February 2011 - February 2012
City Bank Texas November 2007 - February 2011
Skills
Business-minded, Finance, Human Resources, Banking, Sales&Marketing, Financial Regulation, Accounting, Time Management, Loans, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Risk, Marketing, Business Planning, Cash Management, Sales, Credit Analysis, Training, Team Building, Microsoft Excel, Coaching, QuickBooks, Customer Satisfaction, Sales, Credit, Customer Service, Financial Analysis
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration, Finance, 3.61
Midland College 2004 — 2005
Bank of America Merrill Lynch July 2014 - Present
Forest Laboratories January 2014 - March 2014
HSBC Global Technology India 2012 - 2012
ICICI Bank 2010 - 2010
Skills
SAS Base, SAS programming, R, Gephi, SQL, Python, C, C++, Java, Microsoft SQL Server, Weka, Data Mining, Data Analysis, MS, Business Intelligence, SAS, Unix, Embedded Systems, Core Java, Data Structures
Education
Stevens Institute of Technology
Master of Science (MS), Business Intelligence and Analytics
Narsee Monjee Institute of Management Studies
Master of Business Administration (MBA)
Punjab Engineering College
Bachelor of Engineering (B.E.), Electronics and Electrical Communication Engineering
Bank of America Merrill Lynch March 2015 - Present
University of North Carolina at Chapel Hill August 2013 - December 2014
University of North Carolina at Chapel Hill September 2010 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
GlaxoSmithKline May 2012 - August 2012
Skills
R, SAS, Matlab, Java, C, C++, SQLite, WinBUGS, Linux, Statistical Modeling, Clinical Trials, Statistics, Quantitative Analytics, LaTeX, Numerical Analysis, Time Series Analysis, Machine Learning, Monte Carlo Simulation, Mathematical Modeling, Data Mining, Quantitative Finance
Education
University of North Carolina at Chapel Hill 2010 — 2014
Doctor of Philosophy (Ph.D.), Statistics, Computer Science
Nankai University 2006 — 2010
Bachelor's degree, Mathematics and Statistics
MUFG Americas December 2013 - Present
Bank of America Merrill Lynch June 2010 - February 2013
JPMorgan Chase November 2000 - June 2010
First Fidelity Bank/ First Union Bank March 1993 - November 2000
Chemical Bank Corporation/ Formerly Manufacturers Hanover Trust 1986 - 1993
Skills
Banking, Treasury Services, Series 7, Financial Services, Investments, Relationship Management, Cash Management, Sales Management, Treasury Management, Management
Education
Montclair State University
Bachelor of Science (BS), Marketing
Mount Holyoke College September 2014 - May 2015
Mount Holyoke College September 2012 - May 2015
Mount Holyoke College September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Mount Holyoke College March 2012 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Caribbean Broilers Group Ltd June 2012 - August 2012
Mount Holyoke College September 2011 - May 2012
Mount Holyoke College February 2012 - March 2012
G&B Bair's Locksmith June 2011 - September 2011
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Teamwork, Writing, Editing, Time Management, Microsoft Excel, Community Outreach, Data Analysis, Spanish, SPSS, Fundraising, PowerPoint
Education
Mount Holyoke College 2011 — 2015
Bachelor of Arts (BA), Mathematics and Economics
Milton Academy 2008 — 2011
High School Diploma
Campion College 2004 — 2008
Bank of America Merrill Lynch June 2015 - Present
Israel Lacrosse Association December 2014 - Present
CityLax, Inc. December 2013 - Present
Citi August 2012 - May 2015
Citi December 2013 - July 2014
Ultimate Goal Lacrosse June 2010 - July 2012
Muhlenberg College March 2011 - May 2012
UBS Financial Services June 2007 - May 2012
Thomson Reuters June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Skills
Facebook, Event Planning, PowerPoint, Public Speaking, Social Networking, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Graduate Recruitment, Program Management, Onboarding, Training, Management
Education
Muhlenberg College 2008 — 2012
Bachelor's degree, Economics (Finance Concentration) & History
United International College 2010 — 2011
Political Science
Montgomery High School 2004 — 2008
Cornerstone Real Estate Group November 2013 - Present
Talent2 April 2012 - July 2013
Robert Walters April 2011 - April 2012
Bank of America Merrill Lynch June 2008 - March 2011
Lasalle Global Trust Services, a Bank of America Company March 2008 - June 2008
Skills
Human Relations, law, finance analysis, Hedge Funds, Financial Analysis, Derivatives, Equities, Securities, Finance, Corporate Finance, Banking, Risk Management, Chinese, Mandarin, Recruitments, New Business Development, Structured Finance, Financial Services, Recruiting
Education
University of Missouri-Kansas City School of Law 2006 — 2007
Master, Law
Peking University 2003 — 2006
Master, Law
Nanjing University 1999 — 2003
B.A, Chinese Literature
Bank of America Merrill Lynch June 2015 - August 2015
University of Maryland January 2015 - June 2015
Infosys September 2012 - July 2014
Teach For India June 2013 - May 2014
Teach For India July 2011 - March 2012
AIESEC India August 2010 - July 2011
Reliance Communications May 2011 - June 2011
PRISM NMIMS October 2009 - August 2010
ONGC June 2010 - July 2010
Sattva NMIMS 2010 - 2010
Skills
Business Analysis, Software Development, C, C++, Corporate Communications, Marketing Strategy, Team Building, Team Management, Public Relations, Research, Marketing, Recruiting
Education
University of Maryland College Park 2014 — 2016
Master's Degree, Telecommunications Engineering
Narsee Monjee Institute of Management Studies 2008 — 2012
Bachelor of Technology (B.Tech), Electronics and Telecommunication (EXTC)
Bank of America Merrill Lynch 2005 - 2011
Morgan Stanley 2004 - 2005
Pierce Technology Corporation 2002 - 2004
Societe Generale 1997 - 2001
PaineWebber, Incorporated 1995 - 1997
Kidder, Peabody & Co., Inc. 1986 - 1995
Earlier Experience 1980 - 1986
Skills
MBA Finance, PMP, Software Project..., Project Portfolio..., Program Management, Project Planning, Project Execution, Project Finance, Project Coordination, Project Implementation, PMO Implementation and..., Business Relationship..., Vendor Management, Vendor Relations, Six Sigma, PMO, Project Governance, Dependency Management, PMI, IT Management, Business Analysis, Change Management, Process Improvement, Portfolio Management, SDLC, IT Governance, Team Leadership, MS Project, Requirements Analysis, Business Process, IT Service Management, Compliance, Quality Assurance, Team Management, Analysis, Resource Management, Business Process..., Acquisition Integration, Project Management, Information Technology
Education
Seton Hall University 1984 — 1989
MBA, Finance
Montclair State University 1976 — 1980
BA, Fine Arts
Bank of America Merrill Lynch November 2005 - Present
Weichert Realtors August 2005 - October 2005
Verascend Inc. April 2003 - August 2005
Foxtons April 2000 - April 2003
Bristol-Myers Squibb April 1998 - April 2000
Prudential Insurance November 1997 - April 1998
Skills
Team Building, Team Management, Microsoft SQL Server, Web Development, ASP.NET, C#, SDLC, Management, Agile Methodologies, Leadership, Business Analysis, Social Media, Project Management, JavaScript, Requirements Analysis, Risk Management, Relationship Management, Visio, CSS, Business Planning, Web Applications, Analysis, HTML, XML, SEO, Google Analytics, YSlow, Time Management, Analytics, Forecasting, SQL 2008/2005/2000, jQuery, Google Adwords, UAT coordination, Social Media Integration, LinkedIn, Adobe AEM, Adobe Test & Target, Production Support
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Environmental Studies
The Chubb Institute Of Technology 1997 — 1998
Diploma, Computer Science & Data Center Support
Bank of America Merrill Lynch February 2015 - Present
Morgan Stanley September 2014 - February 2015
Merrill Lynch April 2010 - September 2014
Knight Capital Group July 2008 - April 2010
Goldman Sachs December 2006 - February 2008
Skills
Trading Systems, Portfolio Management, Options, Trading, Valuation, TIBCO Rendezvous, Fixed Income, Electronic Trading, Java, Equities, Equity Trading
Education
Nanjing University
BS & MS, Computer Science
University of Pennsylvania
MS, Computer Science
U.S. Trust 2015 - Present
Bank of America Merrill Lynch September 2014 - 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Invoicing, Auditing
Education
Montclair State University 2013 — 2015
Master of Business Administration (MBA), Accounting
Montclair State University
Bank of America Merrill Lynch June 2010 - Present
HSBC Premier October 2009 - June 2010
Wachovia, A Wells Fargo Company January 2006 - October 2009
Merrill Lynch May 2005 - August 2005
Skills
Investments, Financial Services, Loans, Finance, Mortgage Lending, Banking, Wealth Management, Credit, Management, Series 7, CRM, Sales
Education
Montclair State University 2002 — 2006
Bachelors, Marketing, Finance
Bank of America Merrill Lynch November 2013 - Present
NYSE Euronext January 2013 - October 2013
NYSE Euronext January 2010 - December 2012
Midtown Equities September 2007 - June 2009
Wadley Donovan Gutshaw Consulting May 2007 - September 2007
Skills
Direct Marketing, Digital Marketing, Social Media Marketing, Corporate Events, Coordinating Events, Sponsorship Activation, Sponsorship Programs, Outdoor Advertising, Online Advertising, Interactive Marketing, Interactive Advertising, Sales Process, Customer Engagement, Customer Support, Fortune 500 Account..., Proposal Generation, New Business Development, Strategic Partnerships, Partnership Marketing, Partner Programs, Media Planning, Performance Measurement, Sponsorship, Marketing, Social Media, Marketing Research, Digital Strategy, Marketing Communications, Integrated Marketing, Management, Advertising
Education
Muhlenberg College 2003 — 2007
BA, Marketing and Accounting
Merrill Lynch April 2015 - Present
Merrill Lynch April 2014 - April 2015
Merrill Lynch August 2012 - April 2014
Bank of America Merrill Lynch February 2011 - September 2012
Merrill Lynch September 2009 - February 2011
McLoone's Pier House March 2007 - September 2009
Monmouth University August 2007 - May 2008
Shore Community Bank May 2005 - October 2007
Limited Brands October 2005 - February 2007
Skills
Series 7, Series 24, Mutual Funds, Customer Service, Investments, Finance, 401k, Leadership, Team Leadership, Management, Uniform Combined State..., General Securities..., 401k Rollovers, Bonds, Equities, Securities, Banking, Series 63
Education
Monmouth University 2005 — 2009
Bachelor of Science, Finance
TOMS RIVER SOUTH 2001 — 2005
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Bank of America Merrill Lynch July 2011 - Present
BEAM, LLC September 2010 - June 2011
Cushman & Wakefield November 2005 - September 2008
Richloom Fabrics Group December 2002 - November 2004
ES Originals September 2000 - July 2002
Skills
Administrative..., Management, PeopleSoft
Education
Monroe Community College 1998 — 2000
Associates, Office Technologies
McGraw-Hill Education March 2014 - Present
Matheson Tri-Gas January 2014 - March 2014
The Associated Press October 2011 - January 2014
Bank of America/ Merrill lynch April 2010 - October 2011
NetEyes Security April 2009 - November 2010
Citigroup May 2007 - December 2008
Skills
Servers, Windows Server, VMware, Windows, Active Directory, System Administration, IIS, Symantec Endpoint..., Cluster Management, Microsoft Cluster, EMC Celerra, EMC Storage, FTP, Volume Licensing, PowerPath, Technical Support, Troubleshooting, Operating Systems, SAN, DNS, XP, Software Installation, Data Center, Windows 7, VMware ESX, Networking, Computer Hardware, Vendor Management, Network Administration, Hardware
Education
Middlesex County College
A.A.S, Electrical Engineering Tecnhology
Bank of America Merrill Lynch October 2014 - Present
National Securities Corporation May 2014 - July 2014
VMG Group September 2011 - August 2012
Skills
Microsoft Office, Microsoft Word, Hospitality, Customer Service, Time Management, Financial Analysis, Microsoft Excel, Teamwork, Access, Leadership, English, Market Research, Team Leadership, Customer Satisfaction, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Bachelor's Degree, Finance, General
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Bank of America\ Merrill Lynch March 2007 - Present
inVentiv Health January 2007 - March 2007
CompuCom\ Bristol-Myers Squibb Company July 2005 - December 2006
Education
Middlesex County College 2003 — 2005
Associate of Science (A.S.), Computer Science, 3.62
State University of New York at Albany 1998 — 2002
Bachelor's degree, Communication, General and Psychology
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch October 2010 - October 2013
Skills
Marketing, Mutual Funds, 401k, Stocks, Stock Option, Pensions, Retirement Benefits, Compensation & Benefits..., Creativity, Efficiency, Research, Incentive Programs, Deferred Compensation, FINRA, Sales, Retirement, Retirement Planning, Investments, Equities, Personal Finance, Teamwork, Finance, Uniform Combined State..., 401k Rollovers, Series 7, Customer Satisfaction
Education
Penn State University 2015 — 2018
Master's degree, HRER; Compensation and Benefits
Montclair State University
Bachelor of Science, Business Administration; Marketing
Bank of America Merrill Lynch September 2000 - Present
Deutsche Bank April 1998 - September 2000
Skills
Keyboard skills 65 wpm, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Access, Data Entry, Concur, Ariba, Invoice Processing, RAQS, Medical Transcription, Medical Manager, Computer Applications -..., Calendars, Administrative..., Travel Arrangements, Expenses, Telephone Skills
Education
Nassau Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Administrative Business Technology
TESST College of Technology-Beltsville 1996 — 1997
Diploma, Information Technology
Bank of America Merrill Lynch June 2004 - February 2015
Bank of America July 2001 - June 2004
Nextera Interactive January 2000 - July 2001
Skills
Microsoft SQL Server, SSIS, SSAS, SQL, Transact - SQL, Oracle, PL/SQL, Oracle Coherence, Oracle Streams AQ, Oracle Golden Gate, Data Warehousing, SDLC, Enterprise Architecture, Business Analysis, Sybase, System Integration, Agile Methodologies, Requirements Gathering, .NET, SOA, Software Project..., Databases, XML, Software Architecture, Software Development, MySQL, Requirements Analysis, Management, MongoDB, ETL
Education
Moscow State University of Railway Engineering(MIIT)
Master's degree, Electrical Engineering
Bank Of America Merrill Lynch January 2012 - Present
Bank Of America Merrill Lynch October 2006 - December 2011
Genesis Consultancy March 2006 - August 2006
Satyam Computer Services October 2000 - March 2006
Skills
SOA, SDLC, Software Project..., Solution Architecture, Program Management, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Web Services, Business Analysis, Microsoft SQL Server, Project Management, Data Warehousing, Unix
Education
Nagpur University 1995 — 1999
BE, Electronics
Venture Hive July 2015 - Present
Venture for America July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Education
Morehouse College 2011 — 2015
Bachelor of Arts (BA), Business Administration; Finance Concentration
Bank of America Merrill Lynch October 2012 - Present
Care Station Medical Group May 2012 - May 2012
Tekmark Global Solutions LLC February 2008 - January 2010
Tekmark Global Solutions LLC August 2007 - February 2008
SnugZ USA September 2005 - August 2006
Quick Chek Pharmacy June 2001 - June 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Filing, Administration, Human Resources, Teamwork, Employee Relations, Time Management, Customer Service, Receptionist Duties, Payroll, Office Equipment, Inventory Management, Customer Satisfaction, Team Building, Interviews, Recruiting, Training, Telephone Skills, Microsoft Office, Spreadsheets, Administrative..., Social Networking, Office Administration, Office Management, Typing, Event Planning, Employee Training, Data Entry, Leadership, Event Management
Education
St Leo University 2004 — 2005
Bachelor, Business Administration
Montclair State University 2002 — 2003
Business Administration and Management, General
University of Colorado Colorado Springs 2000 — 2002
Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - August 2015
Roosevelt Institute June 2014 - May 2015
Public Broadcasting Service December 2014 - February 2015
USA TODAY August 2014 - December 2014
White House Initiative on Asian Americans Pacific Islanders June 2014 - August 2014
Free Press February 2014 - May 2014
Mic August 2013 - January 2014
HOUSE OF DREAMS, NON-PROFIT CORPORATION June 2011 - August 2012
Skills
Programming, Quantitative Research, Structured Finance, Data Mining, Data Analysis, Cash Flow Forecasting, Community Outreach, Blogging, Public Policy, Public Speaking, Qualitative Research, Microsoft Office, Creative Writing, Social Media, Intercultural..., Editing, Politics, Microsoft Excel, News Writing, Event Planning
Education
Mount Holyoke College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science, International Relations, Cumulative GPA: 3.95
Nixor College for A Level Studies 2009 — 2011
Advanced Levels in Economics, Mathematics, Accounting, Sociology and English, 5 As
Shift Forex August 2015 - Present
Bank of America Merrill Lynch August 2013 - August 2015
Undisclosed May 2010 - August 2013
US Department of Homeland Security June 2008 - March 2010
Skills
Bloomberg Terminal, Financial Reporting, Research, Budgets, Strategic Planning, Finance, Real Estate Financing, Financial Services, Bloomberg, Microsoft Excel, Analysis, Market Research, Competitive Analysis, Management, Forecasting, Marketing, Banking, Financial Modeling, Investments, Financial Analysis, Equities, Portfolio Management, Auditing, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Economics, Asset Management, Strategy, Private Equity, Data Analysis, Risk Management
Education
Monmouth University
Master of Business Administration (MBA)
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch June 2014 - August 2014
Stewart's Pawn Shop December 2011 - January 2014
Skills
Finance, Microsoft Excel, Public Speaking, Leadership, Investments, Microsoft Office, PowerPoint, Sales, Microsoft Word, Marketing, Financial Analysis, Accounting, Event Planning, Teamwork, Customer Service, Series 7, Portfolio Management, Social Media
Education
Murray State University 2011 — 2015
Bachelor of Science in Business (B.S.B), Finance/Financial Planning, 3.80
Ballard High School 2007 — 2011
4.0
Bank of America Merrill Lynch Sales ConsultantCoggin Automotive GroupJune 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Research, Finance, Customer Service, Inventory Management, Marketing, Negotiation, Operations Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
Morris College 2005 — 2009
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Morris College 2002 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch November 2013 - April 2015
Bank of America Merrill Lynch August 2013 - November 2013
Bank of America Merrill Lynch November 2010 - August 2013
Telerx December 2008 - November 2010
Commerce Bancorp May 2006 - January 2008
Commerce Bancorp August 2004 - May 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Management, Training, Financial Analysis, Banking, Employee Relations, PowerPoint, Strategic Planning, Project Management, SharePoint, Outlook, Lotus Notes, Leadership Management, Qfiniti, Folio, Wilke-Thorton, Oracle Business..., Metrics Reporting, Investments, Financial Services, Finance, Microsoft Word, Microsoft Office, Leadership
Education
Montgomery County Community College
Business Administration
Capco August 2011 - Present
Top Canadian Bank November 2014 - July 2015
Top US Bank March 2014 - September 2014
Investment Industry Association of Canada March 2012 - January 2014
Top Canadian Bank March 2012 - November 2012
Top Canadian Bank August 2011 - February 2012
TD Securities March 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
Capital One November 2002 - August 2005
Skills
Capital Markets, Financial Services, Investment Banking, Banking, Strategic Planning, Fixed Income, Derivatives, Financial Modeling, Equities, Financial Risk, Securities, Collateral Management, Credit Cards, Business Transformation, Market Infrastructure, Strategy, Structured Products, Trading, Business Analysis, Mergers & Acquisitions, Analysis, CRM, Risk Management, Management
Education
University at Albany, SUNY 1999 — 2002
MS, Statistics, Sociology
Nankai University 1995 — 1999
BA, English, Sociology
Bank of America Merrill Lynch January 2015 - Present
Mount Mercy University July 2014 - January 2015
Mount Mercy University July 2013 - July 2014
Mount Mercy University October 2012 - July 2013
University of Northern Iowa June 2008 - September 2012
Skills
Event Planning, Event Management, Individual Donor..., Teamwork, Creativity, Customer Service, Alumni Relations, Higher Education, Fundraising, Non-profits, Community Outreach, Volunteer Management, Annual Giving, Grant Writing, Student Affairs, Public Speaking, Nonprofits
Education
Mount Mercy University 2014 — 2015
Master's Degree, Strategic Leadership
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Oviedo 2007 — 2007
Spanish Language and Literature
Humana 2015 - Present
Bank of America Merrill Lynch 2012 - 2015
Xerium Corporation Stowe Woodward Division 2008 - 2010
HNTB 2007 - 2008
Cerner Corporation 2004 - 2007
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Accounting, Capital Markets, Bloomberg, Project Management, Leveraged Finance, Credit Analysis, Capital Budgeting, Strategic Financial..., Syndications, Budget Forecasts
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
Missouri State University 2001 — 2004
Bachelor of Science, Finance
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2010 - December 2013
Mathematica Policy Research June 2012 - July 2013
Merrill Lynch January 2006 - December 2009
FedEx November 2007 - December 2008
Merrill Lynch April 2004 - December 2005
Verizon September 2002 - March 2004
Cablevision August 2000 - August 2002
Skills
Investments, Financial Services, Team Leadership, Banking, Finance, Equities, Fixed Income, Mutual Funds, Securities, 401k, Series 7, Customer Service, Leadership, Microsoft Excel, Retirement, Microsoft Office
Education
Middlesex County College 2000 — 2002
Associate's degree, Telecommunications Technology/Technician
Bank of America Merrill Lynch May 2004 - Present
Merrill Lynch 1997 - 2004
Deloitte 1994 - 1996
Lowenstein Sandler LLP 1987 - 1994
Education
Montclair State University
Bachelor's degree, Marketing/Marketing Management, General
Options Clearing Corp May 2012 - Present
Bank of America Merrill Lynch February 2007 - April 2012
Merrill Lynch January 2005 - January 2007
Skills
Options, Collateral, Operational Risk, Fixed Income, Settlement Services, Trading Systems, Equities, Index Options, Equity Options, Futures, Project Management, Mergers & Acquisitions, Salesforce, Microsoft Office, Technical Support
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's degree, Finance
BMO Capital Markets March 2011 - Present
Bank of America Merrill Lynch October 2010 - March 2011
Societe Generale July 2008 - October 2010
Bear Stearns September 2007 - June 2008
Deloitte & Touche LLP June 2007 - August 2007
Banc of America Securities October 2006 - June 2007
Deloitte & Touche LLP June 2006 - August 2006
Skills
Middle Office, Interest Rate..., Finance, Fixed Income, Credit, Equities, Trading, Financial Modeling, Banking, Options, Corporate Finance, Equity Derivatives, Auditing, Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Risk Management, Valuation, Securities, Financial Markets, Bonds, Structured Products, Analysis
Education
Montclair State University 2005 — 2007
Bachelors, Accounting
Bank of America Merrill Lynch September 2015 - Present
Wells Fargo July 2014 - September 2015
Wells Fargo November 2013 - July 2014
Wells Fargo October 2012 - November 2013
Wells Fargo September 2010 - September 2012
Wells Fargo August 2009 - September 2010
Skills
Banking, Treasury Management, Financial Services, Cash Management, Customer-focused Service, Employee Training, Project Management, Relationship Management, Sales Presentations, Credit, Financial Analysis, Customer Service, Portfolio Management, Analysis, Commercial Banking, Coaching, Finance
Education
St. Cloud State University 2007 — 2008
Pre-M.B.A. business core completed
Minnesota State University, Mankato 2001 — 2006
Bachelor of Science (B.S.), Exercise Physiology, magna cum laude
Bank of America Merrill Lynch August 2005 - Present
Skills
Please visit my Merrill..., Series 63, Retirement Planning, Wealth Management, Series 7, Finance, Asset Allocation, Asset Management, Financial Services, Certified Financial..., Mutual Funds, Uniform Combined State..., Portfolio Management, Investments, FINRA, Strategic Financial..., Securities, 401k, Investment Strategies, Equities, ETFs, Series 65, Financial Advisory, Retirement, Fixed Income, Alternative Investments, Investment Advisory
Education
Muhlenberg College 2001 — 2004
BA, Art and Business
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch August 2009 - December 2013
Merrill Lynch January 2008 - August 2009
Skills
Equities, Fixed Income, Bloomberg, Series 7, Capital Markets, Securities, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Risk Management, Investment Banking, Derivatives, Bonds
Education
Montclair State University
Bachelor of Business Administration (BBA), Finance, General
Unilever July 2014 - Present
Bank of America, Merrill Lynch June 2012 - June 2014
Advocates "Group Travel Agency January 2012 - May 2012
Skills
Financial Modeling, Accounts Payable, Forecasting, Time Management, Inventory Management, Financial Accounting, Analysis, Customer Service, SAP, Accounts Receivable, Auditing, Financial Statements, Internal Audit, Finance, Human Resources
Education
Rutgers Business School 2010 — 2012
B.S, Accounting; Supply Chain Management
Middlesex County College
Associates, Business Administration
International Bank September 2013 - Present
Bank of America Merrill Lynch January 2011 - September 2013
Redcats USA October 2010 - December 2010
Gerson Lehrman Group (GLG) June 2007 - October 2010
PricewaterhouseCoopers LLP February 2001 - June 2007
Ascent Computing Group 1999 - 2000
Skills
ASP.NET MVC, Test Driven Development, C#, WCF, Web Services, .NET, ASP.NET, Agile Methodologies, Software Design, SQL, MVC, Entity Framework, Scrum, Web Applications, Hibernate, Microsoft SQL Server, WPF, SOA, Visual Studio, JavaScript, IIS, NHibernate, LINQ, XSLT, Continuous Integration, Subversion, TDD, Distributed Systems, SQL Server, Agile, NUnit, AJAX, REST
Education
Nagpur University 1991 — 1995
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch July 2007 - December 2010
Bank of America March 2005 - June 2007
India Infoline Ltd September 2003 - July 2004
Prebon Yamane June 2002 - July 2003
Skills
Fixed Income, Equities, Series 63, Portfolio Management, Capital Markets, Investments, Investment Banking, Series 7, Equity Research, Financial Modeling, Private Equity, Finance, Derivatives
Education
Mumbai University 2002 — 2004
Master of Commerce, Banking
Institute of Chartered Financial Analysts of India 2001 — 2004
Master of Finance, Finance, General
Narsee Monjee Institute of Management Studies 1999 — 2002
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch April 2007 - Present
Pershing, a BNY Mellon company October 2002 - March 2007
Skills
FX Options, Fixed Income, Structured Products, Bonds, Middle Office, Interest Rate..., International..., Exotic Derivatives, Foreign Exchange, Capital Markets, Credit Derivatives
Education
Montclair State University 1999 — 2004
Business Administration, Finance and Marketing
Bank of America Merrill Lynch July 2015 - Present
Economics Department, Mount Holyoke College January 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Venture Capital Fund: India Internet Group June 2013 - August 2013
Verité Research June 2012 - August 2012
The Hindu June 2011 - July 2011
Education
Mount Holyoke College 2012 — 2015
Bachelor of Arts (B.A.) with honors, Economics
Lady Shri Ram College for Women, Delhi University 2011 — 2012
Bachelor of Arts (B.A.) (Hons), Economics
Overseas School of Colombo 2009 — 2011
International Baccalaureate Diploma, High School Diploma
International School of Dhaka
Colombo International School
Wells Fargo May 2015 - Present
Bank of America Merrill Lynch August 2006 - February 2015
Magic Technologies Group September 2001 - July 2006
Skills
SDLC, Software Development, Databases, SQL, Microsoft SQL Server, Visual Studio, C#, Software Project..., ActiveBatch, Requirements Analysis, Microsoft Office, Agile Methodologies, RDF Database, SSIS, MySQL, PHP, ASP, ASP.NET AJAX, VB.NET, JavaScript, VBScript, Window Service, ColdFusion
Education
Montgomery County Community College 1997 — 1999
Associate's degree, Computer Science
The University of Texas at Austin
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch May 2015 - Present
DRW Trading Group July 2008 - February 2015
Get to the Game LLC January 2002 - July 2008
DRW Trading Group May 2007 - August 2007
University of Michigan 2005 - 2006
Skills
Financial Modeling, Fixed Income, Management, Business Strategy, Trading, Financial Analysis, Strategic Planning, Strategy, Project Management, Research, Data Analysis, Analytics, Valuation, Finance, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance and Strategy
University of Michigan 1999 — 2005
MS, PhD, Analytical Chemistry
Muhlenberg College 1995 — 1999
BS, Chemistry
Bank of America Merrill Lynch January 2013 - Present
Skills
Enterprise Risk..., Business Continuity, Risk Management, Financial Risk, IT Audit, CISA
Education
Carleton Unversity
MA
Nankai University
BA
University of Ottawa
MS
Bank of America Merrill Lynch November 2009 - Present
Fried Frank 2006 - 2009
Education
New York University School of Law 2003 — 2006
Morehouse College 1994 — 1998
BA, Spanish
SYA
Bank of America - Merrill Lynch February 2012 - Present
Bank of America - Merrill Lynch 2008 - 2012
Tata Consultancy Services 2004 - 2006
Merrill Lynch May 1998 - April 2004
Tata Consultancy Services September 1995 - March 1998
Skills
Business Analysis, SDLC, Software Project..., Requirements Analysis
Education
Nagpur University 1988 — 1992
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
Hadas High School 1980 — 1985
High School, English, Physics, Chemistry, Biology, Mathematics
Bank of America 2013 - Present
Bank of America Merrill Lynch April 2009 - Present
Banc of America Securities September 2005 - April 2009
Bank of America July 2004 - September 2005
Bank of America September 2001 - July 2004
Alliance Capital 1999 - 2001
Skills
Risk Management, Financial Risk, Management, Credit Analysis, Loans, Credit, Capital Markets, Banking, Fixed Income
Education
Muhlenberg College 1995 — 1999
TIAA-CREF May 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1994 - 1996
Merrill Lynch 1993 - 1994
Merrill Lynch 1992 - 1993
Education
Montclair State University 1984 — 1988
BA
Colonia High School 1980 — 1984
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch June 2009 - June 2011
Bank of America Merrill Lynch June 2006 - June 2009
JPMorgan Chase & Co. 2004 - June 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Banking, Credit Analysis, Credit, Credit Risk, Corporate Finance, Derivatives, Risk Management, Personal Financial..., Equities, Financial Services
Education
Morehouse College 2000 — 2004
Bachelor's, Finance Major, Economics Minor
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2010 - October 2013
Merrill Lynch 1985 - 2007
Education
Montclair State University
Bank of America Merrill Lynch 2001 - Present
Skills
Series 7, Series 63
Education
Montclair State University 2003 — 2005
MBA
The College of New Jersey 1997 — 2001
BS, Finance
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch February 2007 - December 2011
Merrill Lynch January 2004 - January 2007
Merrill Lynch January 2002 - January 2004
Skills
S7, S66, S9, S10, Credit, Investments, Fixed Income, Equity Trading, Options
Education
Monmouth University
Economics
Bank of America Merrill Lynch June 2015 - Present
Allegacy Federal Credit Union September 2014 - June 2015
HomeBanc March 2014 - July 2014
Wells Fargo August 2012 - March 2014
Wells Fargo 2010 - August 2012
Wells Fargo 2004 - 2010
Norvergence February 2002 - July 2004
Broadstreet Communications February 2001 - January 2002
Allegiance Telecom 1998 - 2001
PepsiCo - Pepsi Beverages Company 1993 - 1998
Skills
New Business Development, Territory Management, Account Management, Cold Calling, Team Building, Building Relationships, Business Networking
Education
Montreat College 2007 — 2011
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.6
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch August 2000 - April 2011
AT&T August 1998 - August 2000
US Army October 1994 - August 1998
USAF November 1986 - November 1990
Skills
Integration, Unix, Testing, Project Management, Enterprise Software, Databases, Risk Management, Project Planning, E-commerce, Infrastructure, Network Administration, SDLC, Fixed Income, Business Analysis, Trading Systems, Management, IT Strategy, Vendor Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, Business and Management
Monmouth University 1996 — 1998
Master of Science, Software Engineering
Temple University - Fox School of Business and Management 1991 — 1994
Bachelor of Business Administration, Economics and International Business
Central High
Central High
Bank of America Merrill Lynch December 2010 - Present
Merrill Lynch July 1999 - December 2010
Skills
Equity Derivatives, Options, Equities, Trading, Electronic Trading, Series 7, Derivatives, Bonds, Trading Systems, Financial Risk, Market Making, Fixed Income, Credit Derivatives, Market Data, Capital Markets, Android SDK, Android Development
Education
Saint Peter's University 1991 — 1995
MBA
Montclair State University
BA, English Literature, Computer Science, Russian Language
Bank Of America Merrill Lynch 2007 - Present
BitsOfCode Software Systems 2002 - 2007
GE Energy 2004 - 2005
Enron 2000 - 2002
Skills
Commodity Markets, Commodity, Trading Systems, Energy, Derivatives, .NET, Integration, Agile Methodologies, Microsoft SQL Server, Oracle, C#, Web Services, Trading, XML, Software Development, SDLC, Options, Market Risk, Electronic Trading, Enterprise Architecture, Swaps, VBA, Requirements Analysis, Business Analysis, Software Project...
Education
Nanjing Agricultural University
Nanjing Agricultural University
University of Houston
Master of Science (MS), Computer Science
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch May 2006 - February 2010
Merrill Lynch May 2005 - May 2006
Merrill Lynch October 2001 - May 2005
Skills
Equities, Financial Services, Trading, Business Development, Project Management
Education
Montclair State University 1989 — 1993
BA
Bank of America December 2011 - Present
Bank of America Merrill Lynch September 2005 - Present
Bank of America Merrill Lynch February 2009 - December 2011
Bank of America Merrill Lynch February 2007 - February 2009
Skills
Portfolio Management, Credit, Credit Analysis, Commercial Lending, Banking, Financial Analysis, Loans, Commercial Banking, Risk Management, Credit Risk, Financial Modeling, Capital Markets, Underwriting, Asset Based Lending, Financial Services, Cash Management, Finance, Account Management, Treasury Management, Mortgage Lending
Education
Missouri State University 2000 — 2004
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2005 - 2009
Skills
Vendor Management, SDLC, Management, Business Analysis, Risk Management, Financial Services, Portfolio Management, IT Strategy, Process Improvement, Requirements Analysis, Budgets, Leadership, Mutual Funds, Program Management, Software Project...
Education
Monmouth University
BA Business Administration, Finance
New York University
Graduate Certificate, Information Technology
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Bank of America Merrill Lynch October 2001 - Present
Prudential Investments June 1996 - August 2000
Lehman Brothers March 1994 - June 1996
Bankers Trust March 1988 - March 1994
Skills
SPUFI, Fileaid, Intertest, QMF, COBOL, CLIST, Easytrieve, VSAM, CICS, DB2, Platinum, Vi, Informix, SQL, MS-DOS, Unix, XML, SWIFT payments, C++, Core Java
Education
Montclair State University 1980 — 1984
Bachelor of Science, Computer Science
HSBC October 2014 - Present
Bank of America Merrill Lynch March 2013 - July 2014
Bank of America Merrill Lynch October 2011 - March 2013
Bank of America August 2011 - October 2011
Bank of America Home Loans October 2010 - September 2011
Bank of America July 2010 - October 2010
Americo Life Insurance & Annuity January 2007 - January 2009
TRANSAMERICA LIFE INSURANCE CO 2004 - January 2007
Transamerica Life Insurance Company 2002 - 2004
Skills
Process Improvement, Training, Team Building, Customer Service, Leadership, Insurance, Management, Business Process, Auditing, System Administration, Marketing, Employee Relations, Sales, Software Documentation, Call Centers, Business Analysis, Analysis, Banking, Microsoft Excel, Performance Management, Change Management, Customer Satisfaction, Team Leadership, Vendor Management, Budgets, Negotiation, Strategic Planning, Relationship Management, Risk Management, CRM, Employee Benefits, Project Management, Financial Analysis, Business Development, Data Analysis, Team Management, Customer Retention, Accounting, New Business Development, Quality Assurance, Business Process..., Access
Education
Harrisonville High School 1994 — 1997
Missouri State University
Business
Bank of America Merrill Lynch July 2014 - Present
Bank of America May 2010 - June 2014
Munich Re Capital Markets May 2009 - May 2010
Merrill Lynch & Co. January 2007 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Merrill Lynch & Co. January 2001 - December 2006
Merrill Lynch & Co. June 1998 - December 2000
Merrill Lynch & Co. August 1995 - May 1998
Morgan Stanley September 1991 - July 1993
Skills
Capital Markets, Investment Banking, Equities, Banking, Mergers & Acquisitions, Investments, Bonds, Structured Finance, Finance, Mergers, Securitization, Fixed Income, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Major: Pol Sci. Minor: Physics
Bank of America Merrill Lynch April 2009 - Present
Bank of America Merrill Lynch May 2007 - April 2009
Merrill Lynch & Co. March 2001 - May 2007
Westpac 1991 - 2001
Education
Monash University
B. Ec., Economics
Bank of America Merrill Lynch January 2013 - Present
Merrill Lynch 1987 - 2008
Skills
Investment Management, Portfolio Management, Equities, Equity Research, Asset Management
Education
Cornell University 1985 — 1987
Master of Business Administration (M.B.A.), Marketing/Finance
Muhlenberg College 1976 — 1980
Bachelor's Degree, Biochemistry
Ramirez & Co., Inc. January 2014 - Present
BMO Capital Markets December 2012 - July 2013
J.P. Morgan August 2009 - October 2012
Bank of America Merrill Lynch July 2008 - June 2009
UBS Investment Bank August 1984 - June 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Public Finance, Derivatives, Structured Products, Financial Modeling, Credit Analysis, Project Finance, Series 53, Tax-exempt debt, Due Diligence, Client Relations Skills, New Business Development, Series 63, Hold Series 7, Bonds, Securities, Finance, Securitization, Financial Structuring, municipal market..., Client Development, Restructuring, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Muhlenberg College 1977 — 1980
B.A., Psychology
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch February 2001 - January 2014
Education
Pace University - Lubin School of Business 1998 — 2002
M.B.A., Finance
Montclair State University 1989 — 1993
B.S., Finance
Weichert January 1992 - Present
Bank of America Merrill Lynch February 2011 - November 2014
Cushman & Wakefield April 2007 - October 2009
Merrill Lynch March 2000 - April 2007
Skills
Vendor Management, Asset Management, Portfolio Management, Asset Managment, Equities, Risk Management, Investments, Financial Analysis, Financial Modeling, Business Analysis, Real Estate, Sustainable Business, Construction Management, Construction Safety, Facilities Management, CMMS, Procedure Development, Green Building, Business Resumption..., Business Continuity..., High Net Worth..., Stock Option, Credit Card Fraud, Online Fraud, Corporate Communications, Securities Fraud, Process Improvement, Leadership, Project Management, Microsoft Office, Management
Education
Monmouth University 1988 — 1991
BS, Accounting
Ocean County College 1986 — 1988
AS, Business Administration
Pt. Pleasant Boro H.S. 1982 — 1986
Bank of America - Merrill Lynch Senior Credit Risk ManagerMerrill Lynch1987 - 2008
Education
Monmouth University 1991 — 1993
MBA
University of Utah 1980 — 1982
Thomson Reuters May 2014 - Present
Bank of America Merrill Lynch May 2011 - Present
Tata Consultancy Services June 2009 - May 2011
ML February 2005 - May 2011
Satyam Computer services Limited 2004 - 2009
PCAOB 2004 - 2005
Skills
Documentum, Enterprise Search, FAST ESP, Enterprise Architecture, Requirements Analysis, Software Project..., SDLC, Agile Methodologies, Solution Architecture, SharePoint, Enterprise Content...
Education
Monmouth University 2001 — 2003
MS, Computer Science
U. S. Trust Bank of America Private Wealth Management March 2015 - Present
Bank of America Merrill Lynch September 2007 - 2015
Skills
Equities, Fixed Income, Investments, Management, Portfolio Management, Wealth Management
Education
Montclair State University
Master of Business Administration (MBA), Accounting and Marketing
Montclair State University
Bachelor of Arts (B.A.), Economics
Independent Contractor January 2012 - Present
Atrium Staffing for the Carlyle Group June 2015 - June 2015
NY Staffing for JPMorgan Chase & Co October 2014 - May 2015
Bank of America Merrill Lynch November 1993 - October 2011
Skills
Budgets, Office Management, Recruiting, Sales, Negotiation
Education
Nassau Community College 1980 — 1981
AAS, Marketing
Nassau Community College
Bank of America - Merrill Lynch June 2010 - Present
Bank of America - Merrill Lynch December 2007 - March 2010
New York Mercantile Exchange March 2004 - October 2007
Depository Trust and Clearing Corporation January 1998 - February 2004
Group Health, Inc January 1997 - January 1998
Skills
Management, SDLC, Market Data, Fixed Income, Trading Systems, Equities, Reference Data, Middle Office, Integration, Derivatives, Financial Services, Electronic Trading, Sybase, Investment Banking, Options, Capital Markets, Bloomberg, Prime Brokerage, Securities, FX Options, Back Office, Hedge Funds, Project Management
Education
The Chubb Institute 1996 — 1997
Diploma, Computer Programming
Middlesex County College 1987 — 1989
Worked on Degree, Electrical Engineering
Archbishop Molloy HS 1983 — 1987
Fidelity Investments December 2014 - Present
RGP September 2014 - November 2014
The Depository Trust & Clearing Corporation May 2014 - August 2014
Deutsche Bank Securities August 2013 - February 2014
E*TRADE Financial Corporation February 2013 - June 2013
Bank of America Merrill Lynch December 2011 - September 2012
SANTANDER INVESTMENT SECURITIES March 2011 - January 2012
iCIMS.COM, Inc. September 2009 - December 2010
FINRA January 2008 - August 2009
RIDGE CLEARING AND OUTSOURCING SOLUTIONS, INC. April 2007 - September 2007
Skills
Equities, Securities, Finance, General Ledger, Internal Controls, Auditing, Project Planning, Accounting, Fixed Income, Financial Risk, Managerial Finance, Cash Management, Budgets, Analysis, Variance Analysis, Forecasting, Financial Services
Education
Monmouth University
Bachelor of Science, Accounting
mater dei high school
Bank of America Merrill Lynch May 2015 - Present
JPMorgan July 2005 - May 2015
Skills
Business Analysis, Interest Rate..., Investment Banking, Team Leadership, Fixed Income, Application Support..., Object Oriented Systems, PnL and Risk Management, Fixed Income Technology
Education
Morgan State University 2001 — 2005
Bachelor's degree, Computer Science
Legends Media (Legends Media Group) May 2013 - Present
University of Virginia Darden School of Business August 2011 - May 2013
Legends Live (Legends Media Group) June 2009 - May 2011
Bank of America Merrill Lynch July 2007 - June 2009
Lehman Brothers June 2006 - July 2006
Deutsche Bank June 2005 - August 2005
Skills
Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Mergers, Credit Analysis, Leveraged Finance, Business Strategy, Promotions, Alternative Investments, Valuation, Mergers & Acquisitions, Start-ups, Venture Capital, Finance, LBO, Due Diligence, Analysis, Private Equity, Digital Media, Trading, Corporate Development, Corporate Finance, Restructuring, Strategic Planning
Education
University of Virginia Darden School of Business 2011 — 2013
Master of Business Administration (MBA)
London School of Economics and Political Science, U. of London 2010 — 2010
Non Degree Coursework, International Relations
Morehouse College 2003 — 2007
Bachelors, Business Administration - Finance Concentration, Economics Minor
London School of Economics and Political Science, U. of London 2006 — 2006
Study Abroad, Public Policy
High School
Bank of America Merrill Lynch July 2010 - Present
Merrill Lynch December 2000 - January 2009
Merrill Lynch October 1999 - January 2002
Merrill Lynch September 1996 - October 1999
Education
Middlesex County College 1983 — 1986
AS, Business Management
Bank of America Merrill Lynch November 2014 - Present
Scottrade November 2013 - November 2014
Huntington Bank March 2013 - November 2013
Etrade Financial February 2010 - March 2013
PNC Investments April 2008 - February 2010
National City Bank May 2003 - April 2008
Leonard & Co. Investment Brokers June 2001 - February 2003
MyStockFund Securities, LLC October 2000 - May 2001
MAVRICC 1994 - 2000
Skills
Financial & Operations..., General Securities..., General Securities..., Uniform Securities..., Uniform Combined State..., Michign Life Insurance..., Mutual Funds, Equities, Finance, Financial Advisory, Financial Services, Investments, Series 63, Series 7, Financial Planning, Securities
Education
Minnesota State University, Moorhead
BS, Finance, minor in Accounting
UND
Bank of America Merrill Lynch July 2011 - Present
Merrill Lynch February 2010 - Present
AMERICAN MANAGEMENT GROUP September 2009 - February 2010
TCS 2004 - 2005
Skills
Microsoft SQL Server, SQL, Requirements Analysis, ETL, Data Integration, User Acceptance Testing, UML, Unix Shell Scripting, MySQL, Databases, Data Modeling
Education
Monmouth University 2007 — 2009
MS, Computer Science
Bank of America Merrill Lynch December 2014 - Present
GE Capital March 2014 - December 2014
GE Capital 2012 - 2014
UBS AG Private Bank 2005 - 2012
Sidley Austin LLP 1998 - 2005
Education
Nanjing University
Reed College
B.A., History
The George Washington University Law School
JD
Bank of America July 2012 - Present
Army National Guard January 1991 - Present
Bank of America May 2011 - July 2012
Bank of America August 2010 - April 2011
Bank of America Merrill Lynch December 2005 - 2010
Wachovia Securities March 2005 - December 2005
Wachovia National Bank January 2001 - January 2005
Skills
Military Experience, Microsoft Excel, PMP, Training, Security Clearance, Operational Planning, Risk Management, Process Improvement, Mortgage Lending, Banking, Management, Operations Management, Analysis, Security, Team Leadership, Leadership, Team Building, Project Planning, Government, Change Management, Project Management, Program Management, Strategic Planning
Education
Montreat College 2002 — 2006
Masters of Business Administration, 2005
Johnson C. Smith University 1987 — 1996
B.A, Mathematics
PwC July 2015 - Present
Bank of America Merrill Lynch August 2014 - July 2015
Deloitte September 2012 - August 2014
Credit Suisse May 2011 - December 2011
BNY Mellon February 2011 - April 2011
ViewTrade Securities November 2009 - March 2011
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Trading, Business Strategy, Access, Marketing Strategy, Sales, Finance, Financial Services, Strategic Planning, Financial Analysis, Data Analysis, Due Diligence, Valuation, Capital Markets, Financial Statement..., Equities, Accounting, Alternative Investments, Insurance, Economics, Management Consulting, Sarbanes-Oxley Act, Mutual Funds, Equity Research, Enterprise Risk...
Education
Monmouth University 2010 — 2012
MBA, finance
Quinnipiac University 2005 — 2009
Bachelor of Arts, Psychology, Mathematics, Economics
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Arts, Psychology
AIFS
Marlboro High School
Marlboro High School
Marlboro High School
JPMorgan Chase & Co. March 2015 - Present
Bank of America June 2014 - March 2015
UBS August 2012 - May 2014
Bank of America Merrill Lynch July 2007 - July 2012
McGraw-Hill Companies February 1997 - July 2007
AT&T Labs, Inc. March 1995 - February 1997
Skills
Master Data Management, Enterprise Architecture, Data Architecture, Customer Data..., Data Governance and..., Reference Data..., Database Design, Data Modeling, TeraData -- FSLDM, Relational Database..., Database Performance, Data Warehousing, Vendor Management, Project Management, SDLC, Databases, Oracle, ETL, Software Project..., Reference Data, Sybase, PL/SQL, SSIS, Microsoft SQL Server, Performance Tuning, Data Quality, RDBMS, Informatica
Education
Mississippi State University 1989 — 1994
Computer Engineering
Punjab University Lahore, Pakistan 1985 — 1987
BS, Math & Physics
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Merrill Lynch October 2003 - June 2006
Allstate January 2001 - January 2003
Skills
Prime Brokerage, Series 63, Series 7, Securities Lending, Hedge Funds, Equities, Securities, Uniform Combined State..., Mutual Funds, Process Improvement, Microsoft Excel, Derivatives, Business Analysis, Investments, Project Management, Sales, Alternative Investments, Marketing
Education
Monmouth University 2000 — 2002
MBA, Business Management
Monmouth University 1995 — 1999
BS, Marketing
Bank of America Merrill Lynch April 1999 - Present
Education
Monmouth University 1985 — 1988
Business Administration
Rutgers University 1979 — 1983
1983, Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2008 - Present
Bank of America 2006 - 2008
HSBC Bank 2003 - 2006
Fox 25 Boston/WFXT 2000 - 2003
Skills
Commercial Banking, Banking, Investments, Series 7, Account Management, Sales, Small Business Lending, Portfolio Management, Mutual Funds, Management, Loans, Commercial Lending, Credit, Financial Analysis, Relationship Management, Mortgage Lending, Credit Analysis, Financial Services, Customer Service, Retail Banking, Credit Risk, Leadership, Loan Origination
Education
Mount Ida College 1997 — 2001
Bachelor of Science, Business Communication
Bank of America Merrill Lynch July 2014 - Present
KPMG October 2009 - May 2012
KPMG August 2007 - September 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
CFA Level III Candidate
The Hong Kong University of Science and Technology 2006 — 2006
Exchange Student, Economics
Nanjing University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Mount Holyoke College August 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Economics, Data Analysis, Microsoft Office, SPSS, Microsoft Excel, Stata, PowerPoint, Quantitative Analytics, Statistics, Econometrics, Financial Modeling, Financial Analysis
Education
Mount Holyoke College 2010 — 2014
Bachelor of Arts (B.A.), Economics; Politics
Roots College International 2008 — 2010
A Level
BNP Paribas November 2012 - Present
Bank of America Merrill Lynch August 2007 - June 2012
RSI Bank April 2006 - August 2007
Skills
Account Reconciliation, Banking, Bloomberg, Cash Management, Corporate Actions, Equities, Financial Services, Fixed Income, Relationship Management, Securities, Securities Lending, Settlement
Education
Monmouth University 2003 — 2007
BS, Finance and Economics
Bank of America January 2014 - Present
Bank of America Merrill Lynch June 2007 - January 2014
UBS INVESTMENT BANK, AG January 2005 - June 2007
MORGAN STANLEY, Inc October 2003 - January 2005
PRICEWATERHOUSECOOPERS, LLP September 1998 - October 2003
DEPT. OF THE NAVY July 1997 - August 1998
Skills
Fixed Income, Investment Banking, Financial Modeling, Securities, Capital Markets, Equities, Equity Derivatives, Market Risk, Bloomberg, Financial Analysis, FX Options, Bonds, FX Derivatives, Emerging Markets, FASB 157, Valuation, Basel III, Regulatory Capital
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Masters, Business Administration; Finance and Marketing
Mount Saint Mary College 1993 — 1997
Bachelor of Science, Accounting
Mercantil Commercebank N.A. 2013 - Present
Bank of America Merrill Lynch 2010 - 2012
Bank of America Merrill Lynch 2006 - 2010
Bank of America Merrill Lynch 2000 - 2006
Skills
Portfolio Management, Credit Facility..., Corporate Banking, M&A Transactions, Latin America Credit..., Investment Banking, Acquisition Financing, Multi-country Credit &..., Global Financial Markets, Strategic Business..., Derivative..., New Business Development, Strategy, Capital Markets, Commercial Banking, Corporate Finance, Credit, Finance, Derivatives, Financial Markets, Financial Modeling, Financial Structuring, Investments, Mergers, Mergers, Risk Management, Strategic Partnerships
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Morgan State University 1993 — 1997
Bachelor of Science, Finance
Bank of America Merrill Lynch June 2004 - February 2012
Education
Bishop Amat
Mt. San Antonio College
Associate of Arts and Sciences (A.A.S.)
Avis Budget Group June 2014 - Present
Bank of America Merrill Lynch March 2001 - June 2014
Skills
Series 7, Series 63, 401k, Options, Microsoft Excel, Team Leadership, Wealth Management, Alternative Investments, Asset Allocation, Banking, Business Analysis, Corporate Finance, Customer Service, Financial Analysis, Financial Modeling, Investments, Financial Services, Microsoft Office, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Risk Management, Fixed Income, Uniform Combined State..., Deferred Compensation, Retirement, Equities
Education
Monmouth University 1998 — 2000
Bachelor of Business Administration (BBA), Finance, General
Ocean County College 1996 — 1998
Associate's degree, Business Administration and Management, General
Achiever Business Consulting LLC May 2015 - Present
A Better Option May 2009 - December 2014
Bank of America Merrill Lynch 2011 - 2012
AD Home Improvement Inc July 2007 - August 2011
Education
Montclair State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Immunotec January 2010 - Present
Bank of America Merrill Lynch February 1980 - Present
Education
Midwestern State University
Bachelor's of Applied Arts & Science
Bank of America - Merrill Lynch August 2010 - Present
Skills
Client Service Oriented, Large Systems..., Information Technology, Team-oriented, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Social Media, Data Analysis, Event Planning, Marketing
Education
Montclair State University 2012 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2013 - February 2015
Bank of America Merrill Lynch February 2010 - June 2013
Bank of America Merrill Lynch December 2007 - January 2010
Bank of America Merrill Lynch November 1997 - December 2007
Bank of America Merrill Lynch November 1995 - October 1997
Education
Monash University
Bachelor's Degree, Economics
University of New South Wales
Master's Degree, Business and Technology
Commerce Bank December 2014 - Present
Bank of America Merrill Lynch September 2005 - April 2014
Bank of America Merrill Lynch March 2001 - September 2005
Bank of America Merrill Lynch July 1998 - March 2001
Bank of America Merrill Lynch July 1995 - July 1998
U.S. Bank January 1985 - July 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Missouri State University 1982 — 1987
Secondary Education and Teaching/ Business
Kickapoo High School
Diploma