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
Capital One November 2013 - Present
Citi March 2011 - November 2013
Bank of America Merrill Lynch November 2006 - February 2011
Executive Leaders Radio February 2010 - January 2011
Middleburg Bank March 2004 - November 2006
Gentle Giant Moving Co. 1998 - 2004
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Investments, Credit Analysis, Strategy, Loans, Portfolio Management, Financial Analysis, Credit Risk, Risk Management
Education
Northeastern University 1994 — 1998
BS, Finance
Yorktown High School
J.P. Morgan June 2014 - Present
Bank of America Merrill Lynch December 2010 - May 2014
Thomson Reuters August 2007 - December 2010
Auric Technology 2007 - 2007
Hub International 2006 - 2007
Skills
Fixed Income, Financial Analysis, Derivatives, Investments, Equities, Sales, Financial Modeling, Valuation, Business Development, Hedge Funds, Capital Markets, Business Strategy, Bloomberg, Financial Risk
Education
New York University 2003 — 2007
Economics, Economics, Computer Applications
EY September 2014 - Present
EY June 2013 - August 2013
Bank of America Merrill Lynch January 2010 - June 2012
Bank of America Merrill Lynch July 2007 - December 2009
Morgan Stanley June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Citigroup June 2004 - August 2004
Skills
Teamwork, Risk Management, Analysis, Cross-functional Team..., Strategic Thinking, Quantitative Research, Analytics, Middle Office, Securitization, Credit Risk, Capital Markets
Education
UCLA Anderson School of Management 2012 — 2014
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
(at Commonwealth of Massachusetts Division of Professional Licensure) April 2014 - October 2014
Wolters Kluwer Financial Services January 2013 - February 2014
Bank of America Merrill Lynch February 2011 - December 2012
Thomas Talbot Lodge 2010 - 2012
Medallion Foods 2001 - 2011
Fidelity Investments February 2001 - October 2010
Eggrock Partners 1998 - 2001
Breakaway Solutions 1998 - 2001
Iron Mountain 1993 - 1998
General Electric Aircraft Engines 1984 - 1993
Skills
SDLC, Program Management, PMP, Project Management, Management, Leadership, Software Development, Business Analysis, MS Project, Enterprise Software, Vendor Management, PMO, Process Improvement, SharePoint, Financial Services, Software Project..., Information Technology, Agile Methodologies, Strategy, Strategic Planning, IT Management, Visio, Cross-functional Team..., KYC, Anti Money Laundering, CTR, FinCEN, Bank Secrecy Act, CIP, Licensing, Team Building, Team Leadership, Project Planning, Microsoft Project, Project Estimation, Budget Process, Risk Management, State Government, Project Recovery
Education
Northeastern University 1979 — 1984
BS, Business
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley June 2013 - 2014
Morgan Stanley June 2011 - June 2013
UNC General Administration 2010 - 2011
NC State University 2009 - 2010
Skills
Derivatives, Series 7, Microsoft Excel, Financial Analysis, Equities, Fixed Income, Venture Capital, Investments, Bloomberg, Analysis, Hedge Funds, Business Analysis, Financial Modeling, Economics
Education
North Carolina State University
Bachelor of Arts (B.A.), Political Science
Bank of America Merrill Lynch January 2015 - June 2015
Deutsche Bank November 2013 - January 2014
Venture Idea September 2013 - October 2013
Goethe-Institut July 2013 - August 2013
Goethe-Institut Freiburg September 2011 - August 2012
Skills
Microsoft Office, Access Database, VBA, InDesign, Photoshop, Illustrator, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Lotus Notes
Education
Northeastern University 2014 — 2016
Bachelor of Science in International Business, International Business
ESB Business School 2012 — 2016
Bachelor of Science (BSc) in International Management, International Management
Citadel LLC November 2014 - Present
Dodge & Cox August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - July 2012
Revive Media September 2009 - July 2012
Wells Fargo 2010 - 2010
Skills
Investment Management, Valuation, Due Diligence, Financial Analysis, Equity Valuation, Financial Modeling, Corporate Finance, Asset Management, Portfolio Management, Alternative Investments, Entrepreneurship, Digital Media, International Investment
Education
New York University 2007 — 2011
BS, Finance, Entrepreneurship, Computer Science
CFA Program
Bank of America Merrill Lynch 2015 - Present
University of Mississippi 2013 - 2015
University of Mississippi 2013 - July 2014
P.R. Gilboy & Associates, Inc. 2009 - 2012
Thomas Pruitt Builders 2007 - 2007
Eric Mower + Associates 2006 - 2006
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Various Automated..., Sales, Trading, Marketing, Management, Social Networking, Business Ethics, Event Planning, Leadership, Microsoft Word, Social Media
Education
University of Mississippi 2013 — 2014
Master of Business Administration (M.B.A.)
North Carolina State University 2007 — 2009
Bachelor of Arts (BA), Psychology and Spanish
Barcelona Center for Education Abroad
Spanish
University of Mississippi 2005 — 2006
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merill Lynch June 2013 - August 2013
Accenture December 2009 - July 2012
Skills
Informatica, Oracle SQL, SQL Server, HTML + CSS, C, C++, J2ME, SQL, Oracle, Microsoft SQL Server, Data Warehousing, Databases, HTML, Unix, Business Intelligence, ETL, Android Development, Tableau, Python
Education
North Carolina State University 2012 — 2013
Master's Degree, Computer Science, 3.9/4.0
K.J. Somaiya College of Engineering, University of Mumbai 2005 — 2009
B.E., Information Technology
Ramnivas Ruia Junior College, Matunga, Mumbai 2003 — 2005
Higher School Certificate (H.S.C.), Vocation- Computer Science
Bank of America Merrill Lynch June 2015 - August 2015
North Carolina A&T State University August 2014 - May 2015
Transcel Ltd. August 2013 - July 2014
Transcel March 2013 - July 2013
eGov Jamaica Limited formerly (Fiscal Services Limited) February 2012 - May 2012
WINDALCO November 2007 - February 2009
Skills
Java, Programming, Linux, JavaScript, Networking, Software Development, C++, MySQL, PHP, Time Line Management, Troubleshooting, Quality Assurance, Solution Engineering, Software Security..., Security Engineering, Mule ESB, Service Oriented...
Education
North Carolina Agricultural and Technical State University 2014 — 2015
Master of Science (MS), Computer Science, 3.9/4.0
University of the West Indies, Jamaica 2009 — 2012
Bachelor of Science (B.Sc.), Computer Science and Electronics, 3.26/4.0
Bank of America July 2013 - Present
New York University January 2013 - May 2013
New York University January 2013 - May 2013
New York University September 2012 - December 2012
New York University September 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Education
New York University 2011 — 2013
Masters, Computer Science, 3.95/4
University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering
Ramnarian Ruia Junior College 2005 — 2007
HSC, Computer Science
Bombay Scottish School 1997 — 2005
88
Warby Parker April 2015 - September 2015
Bank of America Merrill Lynch June 2014 - December 2014
FIM group June 2013 - August 2013
MFS Investment Management January 2013 - June 2013
Club Monaco January 2013 - May 2013
Four Seasons Hotels and Resorts April 2012 - July 2012
Skills
Team Leadership, Customer Service, Public Speaking, Creative Strategy, Teamwork, Analytical Skills, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Finance and Entrepreneurship
The American University of Rome 2013 — 2013
Finance and Economics
Seabury Hall 2004 — 2011
Diploma with High Honors
Wells Fargo Securities, LLC July 2010 - Present
Opus Trading Fund, LLC July 2008 - July 2009
Bank of America- Merrill Lynch June 2007 - August 2007
Skills
Technical Analysis, Equities, Finance, Investments, Valuation, Securities, Managerial Finance, Market Research, Funding, Accounting, Research, Competitive Analysis, Microsoft Office, Marketing, Information Systems, File Management, Data Entry, Microsoft Exchange, System Administration, Financial Analysis, Analysis, Customer Service
Education
North Carolina State University 2004 — 2008
B.S, Business Management; Cum Laude; Finance
North Carolina State University - College of Management 2004 — 2008
Business Management, Finance concentration, Minor in Accounting
Bank of America Merrill Lynch December 2005 - Present
J.P. Morgan September 1975 - December 2005
Education
New York University
Business
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs January 2014 - July 2015
Société Générale January 2013 - January 2014
Fidelity Investments September 2011 - December 2012
Northeastern University November 2010 - December 2012
Northeastern University Women's Basketball September 2010 - December 2012
The Madison Square Garden Company June 2012 - August 2012
Fidelity Investments January 2012 - June 2012
Fidelity Investments January 2011 - July 2011
Elite Sports Physical Therapy April 2009 - July 2011
Skills
Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Advertising, Social Media Marketing, Illustrator, HTML, Management, Recruiting, Social Networking
Education
Northeastern University 2008 — 2013
Bachelor's degree, Communications
Bank of America Merrill Lynch October 2014 - Present
Barclays Capital June 2012 - Present
Neuberger Berman January 2012 - Present
Credit Suisse June 2011 - January 2012
Sotheby's June 2010 - June 2011
Christie's August 2008 - December 2009
Barclays October 2006 - August 2007
Citigroup 2004 - 2006
Education
Christie's 2008 — 2009
MA, Art Business
Pace University - Lubin School of Business 2000 — 2004
BBA, Finance
New York University
Graduate Certificate, Financial Analysis
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - June 2013
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America September 2008 - June 2010
Bank of America September 2005 - August 2008
Skills
Corporate Communications, Internal Communications, Employee Engagement, Speech Writing, Executive Communications, Enterprise Messaging, Global Banking & Markets, Brand, Social Media, Capital Markets, Strategic Planning, Corporate Social..., Stakeholder Management, Emerging Markets, Investor Relations, Strategic Communications, Crisis Communications, Banking, Marketing Communications, Investment Banking, Relationship Management, Press Releases
Education
North Carolina State University 2000 — 2004
Bachelor of Science (BS), Business Management, Marketing and Accounting
Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch February 2011 - July 2013
J.P. Morgan July 1994 - July 2007
Skills
Program Management, Organizational Design, Leadership Development, Leadership
Education
NYU 1997 — 1999
Masters, Applied Economics
University of Scranton 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics
Bank of America May 2013 - Present
Bank of America Merrill Lynch May 2012 - May 2013
Bank of America Merrill Lynch May 2011 - May 2012
Bank of America February 2007 - May 2011
3M May 2006 - August 2006
North Carolina A&T State University April 2004 - May 2006
BASF May 2005 - August 2005
Skills
Business Case..., Capacity Planning, Customer Solution..., Fraud Detection..., Six Sigma Design..., Project Management, Statistical Analysis, Program Management, Project Management, Statistics, Capacity Planning, Leadership, CRM, Management, Analysis
Education
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration with a concentration in Sales/Marketing
Bank of America Merrill Lynch January 2015 - Present
Dick's Sporting Goods November 2012 - December 2014
North Carolina State University August 2010 - May 2014
North Carolina State University August 2011 - May 2013
AXA Advisors November 2012 - April 2013
North Carolina State University August 2011 - August 2012
North Carolina State University Housing August 2011 - July 2012
Harris Teeter June 2009 - January 2012
Skills
Mac OS, Windows, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Microsoft Online, Google Docs, Google Maps, Google Mail, Typing, Target Shooting, Guns, Jiu-Jitsu, MMA, Professional Organizing, Group Decision Making, Teamwork, Team Leadership, PowerPoint, Outlook, Community Outreach, Event Planning, Access, Social Networking, Gmail, Research, Data Entry, Fundraising, Public Speaking, SPSS, Microsoft Office, Customer Service, Leadership
Education
North Carolina State University 2010 — 2014
Bachelor of Science (B.S.) Business Administration, Finance
Goldman Sachs February 2015 - Present
New York University February 2013 - Present
New York University September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Raw2Ripe IT Services & Solution Providers July 2012 - December 2012
Oh2two Media Pvt. Ltd. July 2010 - July 2011
Skills
Java, MySQL, C++, Python, JavaScript, SQL, C, PHP, HTML, Databases, Eclipse, Microsoft Office, XML, Web Services, JSP, NetBeans, Subversion, Windows, Matlab, Microsoft Word, Microsoft Excel, PowerPoint, Scheme, Prolog, Amazon Web Services..., Prezi, UML Tools, Matl, Software Development, Programming, Android, Testing, CSS, Linux, Bootstrap, Javas
Education
New York University 2013 — 2014
Master's Degree, Computer Science, 3.63/4.00
University of Mumbai
Bachelor's Degree, Computer Science, 3.72/4.00
Bank of America Merrill Lynch February 2012 - Present
ClearLend Securities, a division of Wells Fargo 2008 - 2011
AG Edwards & Sons Inc 2001 - 2008
ING Institutional Trust Company 1999 - 2001
BANKERS TRUST BT ALEX BROWN/Deutshe Bank 1996 - 1999
Chase Manhattan Bank 1987 - 1996
Skills
Securities, Trade Execution, Cash Management, Fixed Income, Risk Management, Banking, Bloomberg, Trading, Back Office, Settlements, Reconciliation, Options, Wealth Management, Middle Office, Team Management, Treasury Management, Settlement, Equities, Financial Services, Portfolio Management, Account Reconciliation, Bonds, Finance, Financial Risk
Education
New York University
BA, ECONOMICS
New York University
BA Economics , Accounting and Finance
Binary Fountain January 2014 - Present
HCRS-Inc. December 2011 - Present
GLOBAL DIVERSIFIED CAPITAL, LLC September 2009 - Present
CMR CONSULTANTS June 1995 - Present
b3Intelligence Pvt Ltd January 2010 - January 2012
Bank of America Merrill Lynch August 1999 - September 2009
GlaxoSmithKline 1997 - 1999
Janssen Pharmaceutica 1992 - 1997
Skills
Financial Analysis, Financial Planning, Financial Management, Financial Reporting, HIT, Team Management, Cash Flow, Cash Management, Biotechnology, Healthcare IT, Strategic Planning, Hospitals, EMR, EHR, Revenue Cycle, Driving Revenue, Change Management, Healthcare Management, New Business Development, Business Analysis, Patient Safety, Mobile Technology, Mobile Devices, Start-ups, Managerial Finance, Strategic Financial..., Strategy, Leadership, Healthcare Information..., Healthcare
Education
The Community College of Baltimore County 2011 — 2012
Certified Professional Health Information Management Systems, Health Information/Medical Records Administration/Administrator, 4.0 GPA
Pfeiffer University 1996 — 1999
MBA/MHA, Masters of Business Administration/Masters of HealthcareAdministration/Finance
North Carolina State University
B.A., Business Communications
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2010 - March 2011
Bank of America Merrill Lynch July 2007 - July 2010
Bank of America Merrill Lynch June 2006 - August 2006
Fort Collins Commerce Bank January 2005 - July 2005
Community First National Bank March 2001 - January 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
North Dakota State University 1998 — 2002
BS, Mass Communication
University of Nevada-Reno 1999 — 2000
None
Fargo South High School
EY March 2015 - Present
Kurt Salmon January 2015 - March 2015
Credit Suisse March 2013 - December 2014
Bank of Tokyo-Mitsubishi UFJ July 2012 - March 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 2011 - February 2012
Bank of America Merrill Lynch June 2011 - October 2011
Bank of Tokyo-Mitsubishi UFJ June 2010 - April 2011
UBS Financial Services May 2000 - March 2010
Independent Consultant 1995 - 1998
Skills
Business Analysis, Databases, Integration, Strategy, Risk Management, VBA, Access, Data Analysis, Project Management, SQL, Strategic Financial..., Management, Business Process, Microsoft SQL Server, Leadership, Business Intelligence, SDLC
Education
New York University - Polytechnic School of Engineering 1978 — 1983
B.S., Technical Writing
Xaverian High School 1974 — 1978
H.S.
Bank of America June 2013 - Present
Bank of America Merrill Lynch January 2011 - February 2013
Kidspot.com.au October 2009 - August 2012
Rideout Media/MADEPossible June 2010 - February 2011
dailylounge.com/the-daily September 2009 - June 2010
National Geographic Adventure Magazine March 1999 - April 2009
Swing Magazine 1995 - 1999
Success Magazine 1990 - 1995
Skills
Journalism, Writing, Magazines, Editing, Newsletters, Editorial, Lifestyle, Publishing, Web Content, Content Development, Advertising, Fact-checking, Interviews, Web Design, Copy Editing, Publications, Blogging, Storytelling, Content Management, Corporate Communications, Copywriting, Layout, Marketing, Creative Writing, Creative Direction, Proofreading, Research, Content Strategy, Social Media, Digital Media
Education
New York University 1986 — 1990
B.A.
Bank of America Merrill Lynch August 2010 - Present
The O'Riordan Bethel Law Firm/Washington Consulting Corporation January 2009 - February 2010
Stroock & Stroock & Lavan LLP September 2002 - July 2008
Skills
Securities, Mergers, Derivatives, Securities Regulation, Private Equity, Corporate Law, Corporate Governance, Mergers & Acquisitions, Litigation, Legal Research
Education
New York University School of Law 1999 — 2002
J.D., Law
Wellesley College 1993 — 1997
B.A., International Relations
Lighthouse Investment Partners, LLC March 2013 - Present
Scotiabank January 2011 - March 2013
Bank of America Merrill Lynch June 2010 - November 2010
Bank of America Merrill Lynch January 2010 - March 2010
McDermott Will & Emery LLP September 2006 - August 2009
Goodwin Attorney Services, Inc. December 1997 - October 2002
Skills
Capital Markets, Derivatives, Structured Finance, Structured Products, Banking, Bonds, Securities, Private Equity, Due Diligence, Corporate Finance, Mergers, Hedge Funds, Corporate Governance, Mergers & Acquisitions, Equities, Management Consulting, Fixed Income, Securities Regulation, Investment Banking, Loans, Emerging Markets, Financial Services, ISDA, Alternative Investments, Investments
Education
New York University School of Law 2005 — 2006
Wake Forest University School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Washington 1992 — 1998
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch September 2014 - Present
First Dominion Marketing LLC February 2008 - September 2014
Tatum May 2011 - December 2011
Dominion Bond Rating Services (DBRS) June 2006 - January 2008
Standard & Poor's December 1991 - July 2005
Skills
Start-ups, Business Development, Marketing, Strategic Planning, Business Strategy, Media Relations/PR, Event Planning &..., Capital Markets, Financial Services, Insurance, Customer Relationship..., Knowledge Management, Corporate Branding, Brand Management, Website Development, Web Content, Editorial Product..., Marketing Communications, Integrated Marketing, Professional Services..., Business Intelligence, Business Process..., Digital Marketing, Market Research, Marketing Management, Development of..., Product Development, Management, Marketing Strategy, Entrepreneurship, Competitive Analysis, Strategy, Brand Development, Management Consulting, B2B, Business Planning, Leadership, Mergers & Acquisitions, Program Management, Public Relations, Analysis, CRM, Consulting, Team Management, Strategic Partnerships
Education
New York University
B.A., Business
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
Code Advisors July 2013 - Present
Bank of America Merrill Lynch June 2011 - June 2013
The Global Poverty Project February 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Italian Wine Merchants February 2010 - May 2010
Congressional Country Club July 2009 - July 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Laird + Partners January 2008 - May 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Finance, Valuation, Investments, Investment Banking, LBO, Accounting, Series 79, Series 63
Education
New York University 2007 — 2011
Bachelor of Science, Finance & Economics
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance and Economics
Sirius XM Satellite Radio Inc. April 2014 - Present
Bank of America Merrill Lynch October 2006 - February 2014
Credit Suisse November 2004 - October 2006
Citigroup 1999 - 2004
Andersen Consulting 1996 - 1998
Dun & Bradstreet 1991 - 1996
Skills
Oracle RAC, Oracle Streams, SQL Tuning, Performance Tuning, Oracle, Data Warehousing, Databases, ETL, Sybase, Solaris, GoldenGate, High Availability, Unix Shell Scripting, Shell Scripting
Education
New York University
Facebook July 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Merrill Lynch June 2011 - August 2011
Zhejiang University of Technology October 2007 - February 2009
Skills
C++, Java, Linux, Distributed Systems, Web Development, Python, Machine Learning, SQL, Algorithms
Education
New York University 2010 — 2012
Master's degree, Computer Science
Zhejiang University of Technology 2006 — 2010
B.E, Software Engineering
Holland & Knight LLP 2014 - Present
CIT Group Inc. 2012 - 2014
Mayer Brown LLP 2002 - 2012
Bank of America Merrill Lynch 1999 - 2003
Bank of America 1995 - 1999
Skills
Bankruptcy, Restructuring, Corporate/Commercial..., Uniform Commercial Code, Corporate Finance, Asset Based Lending, Protected/Safe Harbored..., Derivatives in..., Repurchase Agreements, Capital Markets, Repos, Management Of Outside..., Real Estate Finance, Syndications, MBA, DIP Financing, Cash Flow, Retail Finance, Equipment Leasing, Equipment Financing, Loan Sales, Intercreditor Matters, Litigation Management, Litigation Budgeting, Cash Management/Blocked..., Letters of Credit, Lender Liability..., Workouts, Structured Finance, Note: Endorsements...
Education
Western New England University School of Law
Juris Doctor (J.D.), Law
Western New England University
Master of Business Administration (M.B.A.), Finance, Organizational Behavior, and Economics
Nichols College
Bachelor of Business Administration (B.B.A.), Finance and Economics
J.P. Morgan Asset Management July 2015 - Present
Bank of America Merrill Lynch December 2014 - July 2015
CME Group February 2012 - December 2014
NYU Stern School of Business January 2011 - May 2012
Institute for Competitiveness and Prosperity May 2011 - September 2011
Skills
Econometrics, Statistical Modeling, R, Programming, Macroeconomics, Research, Public Speaking, Stata, Eviews
Education
New York University 2010 — 2012
M.A, Economics
University of Toronto 2006 — 2010
B.A, Economics and Mathematics
Oppenheimer & Co. Inc. June 2014 - Present
Bank of America Merrill Lynch September 2013 - January 2014
NYSE Euronext June 2013 - August 2013
NYSE Euronext October 2012 - May 2013
Skills
Investments, Bloomberg Terminal, Equities, Financial Markets, Valuation, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Dealogic, FactSet, Capital IQ
Education
New York University 2010 — 2014
Bachelor of Arts, Economics
Credit Suisse August 2013 - Present
Bank of America Merrill Lynch April 2011 - July 2013
Credit Suisse June 2008 - April 2011
Marco Polo Network October 2007 - June 2008
Knight Equity Markets March 2002 - October 2007
Knight Equity Markets July 2000 - August 2001
SmartMoney.com February 2000 - July 2000
Bear Sterns October 1999 - February 2000
Optimark Technologies March 1999 - October 1999
Sony Research Laboratories July 1996 - March 1999
Skills
Trading Systems, iOS development, Java, Objective-C, Information Security, Encryption, Software Development, Distributed Systems, SQL, OOP, Market Data, SharePoint, SOA, Databases, Unix, Core Java, Multithreading, Design Patterns, Ant, Fixed Income, C++, Electronic Trading, EJB
Education
New York University - Polytechnic School of Engineering 1980 — 1982
Electronic Engineering
Bank of America March 2014 - Present
Bank of America Merrill Lynch August 2012 - February 2014
Bank of America Merrill Lynch June 2011 - August 2011
Baosight July 2009 - August 2009
Skills
Python, C++, VBA, Linux, SQL, Algorithms, Organization, Object Oriented Design, Quartz, Functional Programming
Education
New York University 2010 — 2012
Master of Science, Computer Science
Shanghai Jiao Tong University 2006 — 2010
Bachelor of Engineering, Information Security
Bank of America Merrill Lynch August 2013 - Present
Morgan Stanley October 2011 - July 2013
Morgan Stanley August 2010 - September 2011
Morgan Stanley October 2006 - July 2010
CIGNA Healthcare November 2005 - October 2006
AIG July 2004 - October 2005
Merrill Lynch December 1999 - June 2004
Skills
Microsoft Excel, MS Project, Access, PowerPoint, Risk Compliance, Sarbanes-Oxley, RCSA, Business Continuity..., Headcount Reporting, Expense Management, Revenue Analysis, Forecasting, Budget Process, Risk Management, Analysis, Equities, Financial Services
Education
New York University 2011 — 2013
School of Continuing & Professional Studies, Project Management
Stockton University 1992 — 1996
B.A., Psychology
Bank of America Merrill Lynch July 2010 - Present
coal face development January 2010 - May 2010
Newcastle Building Society September 2008 - July 2009
Skills
C#, ASP.NET, Python, VB6, .NET, SQL Server, Oracle, Microsoft Excel, Software Development, Testing, Microsoft SQL Server, SQL, Visual Basic, Agile Methodologies
Education
University of Newcastle-upon-Tyne 2006 — 2010
BSc, Computer Science with Honours with Industrial Placement, 2:1
Northern Trust Corporation January 2015 - Present
Bank of America Merrill Lynch August 2010 - January 2015
Bank of America Merrill Lynch October 2009 - August 2010
Bank of America Merrill Lynch April 2005 - October 2009
Bank of America Merrill Lynch September 2001 - April 2005
Performance Analytics, Inc May 1999 - September 2001
Skills
Green Belt, Back Office, Rates, Requirements Analysis, Analysis, Testing, Business Analysis, Business Requirements, Documentation, User Acceptance Testing, PMO, SDLC, Business Process, Derivatives, Process Improvement, Program Management, Requirements Gathering, Planning, Middle Office, Software Documentation, Interest Rate..., Scrum, Agile Project Management, Agile Methodologies
Education
Northern Illinois University
MBA
Northeastern Illinois University
BS, Finance
Bank of America Merrill Lynch August 2006 - March 2009
Bank of America February 1999 - July 2005
Bank of America March 1997 - February 1999
Bank of America July 1993 - March 1997
Education
North Carolina Agricultural and Technical State University
Business, Business
Bank of America Merrill Lynch June 2015 - August 2015
Skills
C, C++, Java, Python, Ruby, Ruby on Rails, HTML, Programming, SQL, Data Structures, MySQL, PHP, Visual Basic, Eclipse, RubyMine, NetBeans, Linux, Windows, Microsoft Office, Operating Systems, Vim, R
Education
North Carolina State University 2014 — 2016
Master's degree, Computer Science
Pune Institute of Computer Technology 2010 — 2014
Bachelor's Degree, Computer Engineering
Boston Children's Hospital August 2015 - Present
Appleman Nutrition August 2011 - Present
Columbus Park Collaborative, Specialists in the Treatment of Eating Disorders September 2011 - December 2013
NewYork Presbyterian Hospital September 2010 - August 2011
Columbus Park Collaborative, Specialists in the Treatment of Eating Disorders June 2009 - July 2010
Merrill Lynch August 2006 - May 2009
Bank of America Merrill Lynch August 2005 - June 2006
FXall October 2004 - August 2005
Skills
Nutritional Counseling, Nutrition, Sports Nutrition, Weight Management, Wellness, Nutrition Education, Dietetics, Prevention, Clinical Nutrition, Personal Training, Wellness Coaching, Public Speaking, Public Health, Medical Nutrition..., Treatment, Fitness, Lifestyle, Eating Disorders, Athletic Performance, Food Allergies, Athletics, Employee Wellness, Intuitive Eating, Weight Loss, Cooking, Weight, Diet Planning, Sports, Adolescents, Group Therapy, Nutritional Analysis, Heart Disease, Mindfulness, female exercise triad, Adolescent Health, Family based nutrition...
Education
New York University 2008 — 2015
MS RD, Nutrition and Dietetics
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Economics
Bank of America Merrill Lynch 2006 - Present
AECOM Technology Group 2002 - 2004
Halcrow 2001 - 2002
Skills
Investment Banking, Private Equity, LBO, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Capital Markets, Financial Analysis, Acquisition Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Strategy
University of Delaware 1998 — 2001
Master of Science, Coastal Engineering
North Carolina State University 1994 — 1998
Bachelor of Science, Civil Engineering
Bank of America Merrill Lynch August 2015 - Present
BBVA Compass May 2013 - Present
JD Flooring January 2009 - Present
Nautica October 2008 - November 2009
HR Block January 2008 - April 2008
Skills
SDLC, Retail Banking, Relationship Management, Project Management, Microsoft Office, Financial Analysis, Analysis, Banking, Business Analysis, Customer Service, Credit, Business Strategy, Mortgage Lending, Corporate Finance, Negotiation, Customer Satisfaction, Teamwork, Outlook, Team Management, Equities, Performance Management, Commercial Banking
Education
North Lake College
Associate's degree, Business Administration, Management and Operations
Kids in Motion June 2010 - Present
MupcoLLC July 2005 - May 2011
PNC February 2008 - March 2009
Citi December 2006 - February 2008
Bank of America Merrill Lynch February 2003 - August 2005
Skills
Leadership, Marketing Strategy, Business Strategy, Operations Management, Sales Operations, Financial Analysis, Restaurants, Training, Higher Education, Public Speaking, Public Relations
Education
New York University 1985 — 1989
Bachelor’s Degree, Psychology and Economics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch March 2014 - July 2014
Skills
Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, Econometrics, VBA, Stochastic Calculus, Bloomberg Terminal, Economics, Mandarin, R, Bloomberg, Financial Analysis, Data Mining, Stata, Macroeconomics, Investment Banking, Valuation, Chinese, Matlab, Eviews, Residential Mortgages, MBS, ABS, Product Structuring, CLO, CDO, Sales
Education
New York University 2012 — 2013
Master of Science (MSc.), Mathematics in Finance
University of Rochester 2010 — 2012
Dual degree, Financial Economics (BA) and Applied Mathematics (BS), Minor in Computer Science, A
University of Oxford 2010 — 2010
Study Abroad, Finance, General, A
TRG Management L.P. September 2009 - Present
Bank of America Merrill Lynch 1999 - 2009
ABN AMRO Bank N.V. 1997 - 1999
Bear Stearns 1996 - 1997
The World Bank 1989 - 1991
Skills
Emerging Markets, Macroeconomics, Financial Markets, FX Options, Currency, Capital Markets, Fixed Income, Derivatives, Asset Management, Hedge Funds, Bonds, Economics, Equities, Bloomberg, Equity Research, Alternative Investments, Quantitative Analytics, Valuation, Quantitative Finance, Asset Allocation, Econometrics, Investment Strategies, Structured Products, Trading, Global Macro, Options, Hedging, Credit Derivatives
Education
New York University 1991 — 1996
Ph.D., Economics
Bank of America Merrill Lynch August 2015 - Present
Federal Deposit Insurance Corporation 2014 - July 2015
Federal Deposit Insurance Corporation May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, Risk Management, Financial Analysis, Access, Data Analysis, Leadership, Budgets, PowerPoint, Finance, Teamwork, Analysis, Banking, Financial Risk
Education
North Carolina State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration-Finance, Minor in Accounting
High Point Christian Academy 2006 — 2010
IBM July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch November 2013 - February 2014
Gaksu.com August 2013 - November 2013
NYU School of Law September 2012 - May 2013
BNP Paribas July 2012 - August 2012
Skills
Economics, Investments, Financial Modeling, Data Analysis, Social Media, Analysis, SPSS, PowerPoint, Microsoft Excel, Market Research, Microsoft Word, Salesforce.com, Research, Portfolio Management, Equities, Statistics, Cognos, Data Cubes, Strategy, Microsoft Office, Public Speaking, Teamwork
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Economics
Mahwah High School 2007 — 2011
Baskin Investment Group October 2013 - Present
Bridgewall Ventures December 2013 - Present
EquityZen February 2014 - Present
Bank of America Merrill Lynch May 2005 - October 2013
Credit Suisse June 2002 - May 2005
Credit Suisse June 2001 - August 2001
NetApp June 2000 - August 2000
Cisco June 1999 - August 1999
Skills
Capital Markets, Credit, Venture Capital, Business Development, Strategic Partnerships, Start-ups, Real Estate, Alternative Investments, Hedge Funds, Derivatives, Finance, Capital Raising, Real Estate Development, Market Analysis, High Yield Bonds, Distressed Debt, Entrepreneurship
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), International Relations
New York University 2013 — 2013
Real Estate Development Certificate Program
Menlo-Atherton High School 1994 — 1998
U.S. Bank September 2014 - Present
US Bank 2011 - September 2014
Bank of America Merrill Lynch 2009 - 2011
LaSalle Global Trust Services 2007 - 2009
Washington Mutual 2003 - 2007
Skills
Financial Modeling, Banking, Fixed Income, Valuation, Derivatives, Securities, Business Analysis, Finance, Capital Markets, Corporate Finance, Analysis, Credit Analysis, Risk Management, Bloomberg, Portfolio Management, Asset Management, Financial Risk, Credit Risk, Financial Analysis, Credit, Commercial Banking, Loans, Investments, Equities, Cash Management, Financial Services, Structured Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern Illinois University 2001 — 2003
BS, Finance
J.P. Morgan February 2014 - Present
Bank of America Merrill Lynch December 2011 - January 2014
Goldman Sachs June 2011 - August 2011
Bank of China May 2009 - August 2009
China Mobile International Limited May 2008 - September 2008
Education
New York University 2005 — 2011
Courant Institution of Mathematical Science
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Bank of America August 2000 - Present
Bank of America Merrill Lynch 2000 - Present
Education
Norfolk State University
Business Management
Bank of America Merrill Lynch January 2015 - Present
Bank of America October 2012 - Present
Bank of America February 2009 - October 2012
Bank of America October 2007 - February 2009
Skills
Securities, Fixed Income, Credit, Structured Finance, Cash Management
Education
Niagara University 2001 — 2005
Bachelor's degree, Finance, General
Bank of America Merrill Lynch October 2013 - Present
Skills
Electronic Trading, Equities, Trading Systems, Market Data, Trading, Fixed Income, Capital Markets, Equity Trading, Derivatives, Options, Prime Brokerage, Equity Derivatives
Education
New York University 1998 — 2001
MBA, Finance / International Business
Ramapo College of New Jersey 1991 — 1995
BS, Computer Information Systems / Business Mgmt
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch December 2009 - July 2014
KeyBank Real Estate Capital February 2008 - December 2009
First Horizon May 2003 - February 2008
Skills
Loans, Underwriting, Credit Analysis, Commercial Lending, Portfolio Management, Asset Managment, Credit, Commercial Mortgages, Financial Analysis, Commercial Banking, Real Estate Economics, Banking, Construction Loans, Financial Modeling, Valuation, Due Diligence, Real Estate, Mortgage Lending
Education
North Carolina State University 1991 — 1995
B.S., Economics
CCDS
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch January 2009 - January 2011
Bank of America June 2007 - January 2009
New York University 2005 - 2007
Bank of America June 2006 - September 2006
Skills
Business Analysis, Credit Risk, Trading, Risk Management, Data Analysis, Commodity, Swaps, Project Management, User Acceptance Testing, Fixed Income, Derivatives, Trading Systems, Requirements Gathering, Electronic Trading, Credit Derivatives, Options, CRM, Sybase, Portfolio Management, VBA, Equity Derivatives, Financial Risk, Middle Office
Education
New York University 2005 — 2007
MS, Computer Science, Finance
University of Mumbai
Bachelor of Engineering (B.E.), Computer Engineering
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch September 2010 - July 2015
Bank of America Merrill Lynch May 2007 - September 2010
The Northern Trust Company May 2006 - May 2007
Merrill Lynch September 2005 - January 2006
Education
North Park University 2002 — 2006
B.S., Finance
Wisdom Design Associates, LLC September 2014 - Present
J.P. Morgan July 2012 - September 2014
Bank of America Merrill Lynch February 2006 - November 2011
Bank Of America February 2006 - November 2011
Eliot M Solomon Consulting, Inc. 2002 - January 2006
JPMorgan Chase 2002 - 2005
Securities Industry Middleware Council 1998 - 2004
SIAC September 1986 - December 2001
OSF and OpenGroup 1993 - 1997
Sundial Computer Products February 1980 - September 1986
Skills
Enterprise Architecture, Infrastructure, Security, Consulting, Architectures, Outsourcing, Integration, Information Technology, Network Architecture, Leadership, SDLC, Enterprise Software, Strategy, IT Management, Architecture, System Architecture, Business Transformation, Risk Management, IT Strategy, Software Engineering, Governance, Vendor Management, Telecommunications, Market Data, Business Continuity, Application Architecture, Securities, Certifications, ISO 14971, TOGAF, Authorization, ISO 27001, Information Security, Informatica, Common Criteria, Iso 9000, Business Process...
Education
New York University - Polytechnic School of Engineering 1995 — 1997
MS/MOT, Management
Columbia University - Columbia College 1970 — 1974
BA, Computing Science
Jefferies & Company August 2011 - Present
Bank of America Merrill Lynch June 2009 - July 2011
Banc of America Securities March 2005 - June 2009
Merrill Lynch 2001 - February 2005
Herzog Heine Geduld August 1997 - 2001
Waterhouse Securities 1993 - 1997
Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading
Education
CFA Institute 2009 — 2009
- Passed CFA Step 1 exam in June 2009.
Polytechnic University 1993 — 1995
MS, Computer Science
Osmania University 1988 — 1992
BS, Computer Science
Bank of America Merrill Lynch December 2007 - Present
UBS Investment Bank July 2003 - May 2006
Skills
Equity Derivatives, Derivatives, Equities, Exotic Derivatives, Trading, Fixed Income, Hedge Funds, Options, Structured Products, Bloomberg, Credit Derivatives, Electronic Trading, Capital Markets, Quantitative Finance, Trading Systems
Education
New York University 2006 — 2007
MS, Applied Mathematics
University of Chicago
BA, Economics
RBC Capital Markets October 2011 - Present
Bank of America Merrill Lynch March 2010 - August 2011
Lehman Brothers April 2006 - February 2010
Education
New York University 1996 — 2001
MBA, Finance and Economics
University of Rhode Island 1990 — 1994
B.A., Political Science
J.P. Morgan September 2011 - Present
Bank of America Merrill Lynch November 2008 - September 2011
Lava Trading July 2004 - November 2008
Instinet Corporation January 2003 - July 2004
Instinet Corporation June 1998 - January 2003
American Management Systems (AMS) January 1994 - June 1998
Education
New York University 2009 — 2011
M.S. Polytechnic Institute, Computational Finance and Risk Engineering
New York University 1990 — 1993
B.A. School Of Arts and Science, Computer Science
Bank of America Merrill Lynch September 2006 - Present
Cantor Fitzgerald/eSpeed 2004 - 2006
Reuters 1998 - 2004
Skills
Unix, Market Data, Fixed Income, Sybase, Trading Systems, SDLC, Electronic Trading, Exchange Connectivity, Low Latency, Financial Markets, Vendor Management, Equities, Capital Markets, Equity Derivatives, Risk Management, Business Analysis
Education
New York University
University of Science & Technology
Banc of America Securities 2009 - Present
Bank of America Merrill Lynch April 2000 - Present
Bank of America Merrill Lynch April 2000 - Present
Education
Norfolk State University 1984 — 1989
Bank of America Merrill Lynch October 2014 - Present
Deutsche Bank September 2013 - October 2014
SAS June 2012 - September 2013
Barclays Capital June 2011 - June 2012
UBS Investment Bank March 2009 - June 2011
Julius Finance March 2008 - April 2009
UBS Investment Bank June 2007 - August 2007
Progress Energy March 2006 - August 2006
SAS Institute July 2004 - January 2005
Skills
Credit Derivatives, Derivatives, Hedging, Counterparty Risk, FX Options, CDS, Securitization, CDO, Market Risk, Quantitative Finance, Fixed Income, Financial Engineering, Trading, Monte Carlo Simulation, Equity Derivatives, Bloomberg, ABS, Quantitative Analytics, Interest Rate..., Hedge Funds, Credit Risk, Swaps
Education
University of California, Santa Barbara 2006 — 2008
Ph.D., Statistics and Applied Probability
North Carolina State University 2003 — 2006
M.S., Financial Mathematics
Citi April 2014 - Present
Goldman Sachs March 2011 - April 2014
Bank of America Merrill Lynch March 2005 - March 2011
Deutsche Bank 1998 - 2005
Salomon Brothers 1994 - 1998
Systems Strategies 1990 - 1994
Dialogue Inc. 1984 - 1990
Skills
Sybase, Fixed Income, Oracle, C++, Java, Credit Derivatives, Solaris, Trading Systems, Fixed Income Products, Unix, XML, C, SQL, P&L Analysis, SDLC, Market Risk, Swaps, Investment Banking, Capital Markets, Derivatives, Agile Methodologies, Risk Management, Financial Risk, Trading, Valuation
Education
New York University 1984 — 1987
M.S, Computer Science
New York University 1980 — 1984
BA, Computer Science, Mathematics
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank February 2005 - March 2010
Skills
Quantitative Finance, Quantitative Analytics, Interest Rate..., Credit Derivatives, Fixed Income, Structured Products, Options
Education
New York University 2003 — 2004
MS, Courant Institute - Math Finance
The Johns Hopkins University
TD Ameritrade August 2014 - Present
Bank of America Merrill Lynch September 2013 - April 2014
Bank of America Merrill Lynch November 2012 - September 2013
Bank of America November 2009 - November 2012
Bank of America March 2007 - November 2009
Bank of America February 2004 - March 2007
Skills
Process Improvement, Business Process..., Program Management, Six Sigma, Change Management, Banking, Vendor Management, Strategy, Strategic Planning, Business Process, Analysis, Transition Management, Cross-functional Team..., Operations Management, Management, Risk Management, Customer Service, Metrics, Functional Management, Capacity Management, Problem Solving, Process Engineering, Business Transformation, Excel, PowerPoint, Process Management, Strategy Development, Business Strategy, DMAIC, Green Belt, Black Belt, Agile Methodologies, DevOps
Education
North Central College 1996 — 2011
MBA, Management and Finance
North Central College 1997 — 2000
BA, History, Political Science
Bank of America Merrill Lynch February 2006 - Present
Education
New York University
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - Present
Bank of America August 2008 - May 2012
Merrill Lynch January 2005 - August 2008
Merrill Lynch 1993 - 2005
CBS Corporation 1991 - 1993
Skills
Internal Communications, Media Relations, Marketing Communications, Strategic Communications, Corporate Communications, Editing, Crisis Communications, Press Releases, Public Relations, Speech Writing, Journalism, Social Media, Media Communications, Blogging, Digital Media, Storytelling, Editorial, Web Content, Copy Editing, New Media, Content Strategy, Social Media Marketing, Publications, Newsletters, Strategy, Strategic Planning, Event Planning, Corporate Social..., Integrated Marketing, Crisis Management, Social Networking, Leadership, Content Development, Publishing, Thought Leadership, Copywriting, News Writing, Investments
Education
New York University 1985 — 1989
BA, East Asian Studies
American School in Japan 1982 — 1983
Bank of America Merrill Lynch June 2012 - Present
Ipreo August 2009 - June 2012
UBS Investment Bank March 2005 - May 2009
UBS Investment Bank March 2001 - March 2005
Skills
Software Project..., Relationship Management, Equity Research, Business Analysis, Equities, Valuation, Capital Markets, Investment Banking, VBA, Fixed Income, Requirements Gathering, Bloomberg, Financial Analysis, Financial Modeling, SDLC, Visio, Agile Project Management, ASP, Asset Managment, Corporate Finance, Data Analysis, Financial Accounting, Functional Requirements, Information Technology, Private Equity, Regulatory Requirements, Software Documentation, Software Quality..., SQL, Structured Products, Technical Documentation, US GAAP, User Interface Design, Waterfall
Education
New York University
Certificate in Project Management, Technology
Saint John's University 1998 — 2001
B.S.
GM Financial April 2014 - Present
Idioma Internacional December 2012 - November 2013
Bank of America Merrill Lynch July 2010 - September 2012
Bank of America July 2009 - August 2010
Bank of America June 2008 - July 2009
The Vanguard Group 2007 - 2007
Skills
Microsoft Office 2007, Forecasting, Financial Modeling, Analysis, Portfolio Management, Credit Risk, Due Diligence, Mergers & Acquisitions, Financial Risk, Accounting, Banking
Education
North Carolina State University 2003 — 2007
B.A. Economics; B.S. Business Management - Finance
Bank of America Merrill Lynch April 2007 - Present
Education
Niagara University 1999 — 2003
Bank of America Merrill Lynch August 2000 - February 2012
Skills
Corporate Communications
Education
New York University
Master's degree, Journalism
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB February 2011 - May 2015
Bank of America Merrill Lynch June 2008 - February 2011
Skills
Business Analysis, Fixed Income, Market Data, Middle Office, Trading, Credit Derivatives, Java, Trading Systems, VBA, Macro, Swaps, Rates, SQL, Electronic Trading, Application Support, Interest Rate..., C++, Low Latency, Front Office Trading..., Fixed Income Technology, Equity Derivatives, Capital Markets, Equities
Education
New York University 2006 — 2008
Master's, Computer Science
University of Mumbai 2001 — 2005
B.E., Information Technology
Blue Heron Capital, LLC April 2015 - Present
Bank of America Merrill Lynch June 2011 - March 2015
OPTIS Group, LLC July 2004 - June 2011
Harrison Securities August 2002 - May 2004
Morgan Stanley May 2000 - July 2002
Skills
Portfolio Management, Fixed Income, Derivatives, Options, Equities, Securities, Technical Analysis, Alternative Investments, Trading Strategies, Wealth Management, Risk Management, Finance, Hedge Funds, FINRA, Economics, Investment Strategies, Commodity, Mutual Funds, Asset Allocation, Financial Markets, Equity Research, ETFs, Equity Trading, Bloomberg, Bonds, Asset Management, Trading
Education
New York University 1964 — 1966
accounting & finance
Penn State University 1963 — 1964
liberal arts
Bank of America Merrill Lynch 2010 - Present
Bank of America November 2005 - November 2010
Orrick, Herrington & Sutcliffe LLP May 1998 - November 2005
Donovan Leisure Newton and Irvine September 1995 - May 1998
Skills
Litigation, Corporate Governance, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Legal Writing, Compliance, Drafting Policies, Compliance Training, Compliance Testing, Ethics, Management, Banking, Due Diligence
Education
New York University School of Law 1992 — 1995
J.D., Law
Princeton University 1985 — 1989
A.B., English
Bank of America Merrill Lynch 2005 - Present
Merrill Lynch 2002 - 2004
Merrill Lynch 1996 - 2002
Skills
Business Analysis, SDLC, Project Management, Business Process Design, Investment Banking, Capital Markets, UML, Software Project..., Requirements Gathering, Requirements Analysis, Business Requirements, Business Process, User Acceptance Testing, Resource Management, Business Process..., Visio, IT Strategy, PMP, PMO, Program Management, Financial Services, Data Modeling, Integration, Project Portfolio..., Governance, ITIL, Risk Management
Education
Pace University 2001 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch April 2007 - December 2010
Bank of America February 2004 - April 2007
CLS Enterprises September 1987 - February 2004
Academy of Electronic Media February 2001 - October 2002
Management Training and Development Institute (MTDI) February 1992 - September 2001
Computer Task Group February 1986 - September 1987
McAudo Systems Group, Inc. April 1983 - February 1986
Skills
Visio, MS Project, SDLC, Business Analysis, Integration, Program Management, SQL, Requirements Gathering
Education
Rensselaer Polytechnic Institute 1996 — 2003
PhD, Computer-Mediated Communication
New York University
BA, Broadcast Journalism and Computer Science
The George Washington University
CBA, Business Analysis
University at Albany, SUNY
MA, Organizational Communication
Bank of America Merrill Lynch January 2000 - Present
Bank of America December 1984 - November 1999
Skills
Treasury Services, Treasury Management, Product Management, Banking, Relationship Management, Financial Analysis, Payments, Financial Risk, Commercial Lending, Financial Services, Payment Systems, Strategy, Commercial Banking, Credit Cards, Credit, Loans, Electronic Payments
Education
North Central College
BA, Economics & Business Admin., Psychology
University of Houston
MBA, Finance
Bank of America Merrill Lynch July 2007 - Present
Education
New York University 2012 — 2014
Master of Science (MS), Real Estate
Wake Forest University 2003 — 2007
B.S., Finance
SLU - Madrid, Spain 2005 — 2005
Semester in International Business
La Salle College High School
Bank of America July 2014 - March 2015
Deutsche Bank January 2014 - July 2014
Bank of America June 2012 - December 2013
Bank of America Merrill Lynch October 2010 - February 2012
Bunge January 2009 - September 2010
MetLife January 2008 - December 2008
Barclays Capital September 2005 - January 2008
Thomson Financial September 1992 - August 2005
Skills
Derivatives, Equities, Bloomberg
Education
Pace University 1990 — 1992
MBA, Corporate Financial Management
New York University 1986 — 1990
BA, Journalism
TS Capital, LLC June 2009 - Present
Merrill Lynch April 2004 - June 2009
Bank of America Merrill Lynch 2008 - 2009
Investor Network 2000 - 2004
PaineWebber February 1988 - September 1999
PaineWebber (now UBS) 1988 - 1999
Education
New York University
Bank of America Merrill Lynch April 2013 - Present
Bank of America January 2010 - Present
Education
New York University
MS, Human Resources Management
Oakwood College
BA, English
Morgan Stanley September 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. 1998 - May 2011
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1998 - 2009
Fried, Frank, Harris, Shriver Jacobson 1995 - 1998
Bachner, Tally, Polevoy Misher April 1992 - May 1995
Wachtell, Lipton, Rosen & Katz June 1988 - April 1992
Skills
Investment Banking
Education
New York University School of Law 1986 — 1989
JD
Tufts University 1982 — 1986
BS, Biology
Merrill Lynch June 2013 - Present
JPMorgan Chase June 2012 - June 2013
Bank of America August 2010 - November 2011
Bank of America Merrill Lynch November 2009 - August 2010
Merrill Lynch January 1987 - December 2009
Skills
Disaster Recovery, Legal Support, Financial Forecasting, Process Improvement, Team Leadership, Coaching, Operations Management, Securities Law, Virtual PC, Legal Technology, Compliance Technology, Six Sigma, Software Project..., Full SDLC, Legal Administration, Securities Regulation, Business Analysis, Mergers & Acquisitions, Business Intelligence, Project Management, Change Management, Financial Services, Risk Management, Securities, Integration, Mergers, Legal Assistance, Leadership, Service Delivery, Financial Risk, Vendor Management, Business Process..., Banking, Analysis, Governance, Enterprise Software, Litigation Support, Due Diligence, SDLC, Series 7, Hedge Funds, Management, Access, Security, Equities, AML, Testing, Financial Regulation, Capital Markets
Education
Rider University 2013 — 2018
Master of Business Administration (M.B.A.)
State University of New York College at Brockport
BS, Business, Political Science
New York University
Paralegal Certification
Edgemont
Bank of America Merrill Lynch October 2010 - Present
Bank of America 2003 - September 2010
Nations Funds 1999 - 2003
Skills
Educational Leadership, Agile Methodologies, Performance Consulting, Needs Analysis, ADDIE, Blended Learning, Instructional Design, E-Learning, Performance Improvement
Education
North Carolina State University
MEd, Adult Education
Bank of America Merrill Lynch September 2015 - Present
Nomura Securities December 2010 - July 2015
Societe Generale July 2009 - December 2010
JP Morgan May 2006 - April 2009
AIG February 2005 - April 2006
Standard Microsystems (MEMS division) October 2000 - October 2002
Skills
Market Risk, Counterparty Risk, potential exposure, VAR, Stress Testing, Credit Derivatives, ABS, Basel II, Basel III, Financial Risk, Interest Rate..., Derivatives, Capital Markets, FX Options, Finance, Fixed Income, Portfolio Management, Risk Management, Trading, Valuation
Education
University 2007 — 2012
PhD Student, Financial mathematics
New York University 2003 — 2004
Financial Mathematics - Courant Institute of mathematical Sciences
Polytechnic University 1995 — 2000
NYU Poly/ Stevens Institute, Materials Sciences and Engineering
Université Pierre et Marie Curie (Paris VI)
B Sc( Paris 6) - DEA(Master- Ecole Normale Superieure), Quantum Physics, atomic & nuclear physics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
U.S. Environmental Protection Agency (EPA) August 2010 - July 2012
Skills
Environmental..., SAS, R, Environmental Awareness, Matlab, Environmental Impact..., Air Quality, Renewable Energy, Cleantech, Environmental Policy, Energy Policy, Energy, Financial Modeling, ArcGIS, GIS, Venture Capital, Environmental Science
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
North Carolina State University 2008 — 2010
Master of Environmental Engineering
U.S. Trust September 2015 - Present
NYC Department of Education - Clinton School for Writers and Artists March 2014 - August 2015
Honors Review Learning Center February 2014 - January 2015
JCC in Manhattan February 2013 - August 2014
Teachers College, Columbia University July 2012 - January 2014
Stuyvesant High School September 2013 - December 2013
Clinton School for Writers and Artists September 2012 - December 2012
Bank of America Merrill Lynch January 2011 - July 2012
Bank of America Merrill Lynch January 2010 - December 2010
Merrill Lynch July 2007 - December 2009
Skills
Research, Windows, PowerPoint, HTML, Teaching, Public Speaking, Social Media, Microsoft Office, Qualitative Research, Editing, Microsoft Word, Event Planning, SPSS, Social Networking, Program Management, Writing, Nonprofits, Community Outreach, Management
Education
Teachers College of Columbia University 2012 — 2014
Master's in Secondary Social Studies Education (grades 7-12)
New York University 2003 — 2007
Bachelor's degree in Economics and International Relations
Centurion Holdings March 2013 - Present
Bank of America Merrill Lynch February 2011 - March 2013
New York Society of Security Analysts (NYSSA) 2007 - March 2011
Eleven Canterbury, LLC 2010 - February 2011
Consulting/Advisory Engagements July 2009 - February 2011
UBS 1997 - 2009
Lightyear Capital 2001 - 2002
Long Term Capital Management 1995 - 1997
Coopers & Lybrand 1994 - 1995
Skills
Alternative Investments, Wealth Management, Corporate Development, Research, Business Strategy, Business Analysis, Strategic Planning, Competitive Analysis, Competitive Intelligence, Mergers & Acquisitions, Financial Modeling, Due Diligence
Education
New York University 1990 — 1994
Bachelor's degree, Accounting
New York University - Leonard N. Stern School of Business 1990 — 1994
B.S., Accounting, 3.66
Bank of America Merrill Lynch April 2015 - Present
US Army Reserve October 2001 - Present
Morgan Stanley January 2010 - April 2015
Morgan Stanley January 2007 - March 2010
Morgan Stanley January 2005 - January 2007
Multi National Forces Iraq January 2006 - November 2006
Morgan Stanley September 2003 - January 2005
Skills
Strategy, Leadership, Team Leadership, Portfolio Management, Product Development, Financial Services, Management, Finance, Business Analysis, Competitive Intelligence, Risk Management, Investments, Program Management, Financial Analysis, Strategic Planning, Military, Team Building, Product Management, Alternative Investments, Asset Management, Sales, Analytics, Project Management, Analysis, Wealth Management, Competitive Analysis, Recruiting, Strategic Financial..., Financial Modeling, Goals Based Investing, Spanish, Business Planning, Mutual Funds, Executive Management, Product Strategy, Goal Analysis, Portfolio Strategy, Goal Planning, Series 7
Education
New York University 1995 — 1999
Bachelor of Arts, English Literature
New York University 1995 — 1999
Bachelor of Arts (B.A.)
Suncoast High School, Riviera Beach, FL 1991 — 1995
International Baccalaureate
Military Intelligence Captain's Career Course
Advanced Military Intelligence Officer
Military Intelligence Officer Basic Course, Ft. Huachuca, AZ
All Source Intelligence Officer, Military Intelligence, General
Officer Candidate School, Fort Benning, GA
2nd Lieutenant Commission, US Army
Bank of America Merrill Lynch NAreed krakoff2010 - 2010
Citi 2009 - 2010
Merrill Lynch June 2001 - August 2009
Education
New York University 1999 — 2001
BS, Communications Studies
Bank of America Merrill Lynch February 2014 - Present
Skills
Quantitative Analytics, Python, C++, VBA, Financial Modeling, Fixed Income, Derivatives, Risk Management, Data Modeling, Bloomberg Software, Excel Dashboards, Interest Rate Swaps, Foreign Exchange, US Treasuries, Bitcoin
Education
New York University Polytechnic School of Engineering
Master of Science (M.S.)
Polytechnic University 2002 — 2006
Bachelor of Science (B.S.)
Bank of America Merrill Lynch August 2015 - Present
Société Générale November 2012 - July 2015
Standard & Poor's June 2009 - January 2010
Skills
Risk Management, Financial Modeling, Valuation, Corporate Finance, Marketing, Sales, Global Client Management, Fixed Income, Financial Analysis, Finance, Capital Markets, Portfolio Management, SQL, Equities, Microsoft Office
Education
New York University
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch August 2001 - Present
First Union National Bank April 1995 - July 2001
Education
North Carolina State University 1990 — 1994
BS, Zoology
Nielsen July 2012 - Present
Ebiquity plc June 2011 - December 2011
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Market Research, Data Analysis, Analytics, Competitive Analysis, Customer Insight, Microsoft Excel, SPSS, Microsoft Office, Marketing Strategy, Digital Marketing, Quantitative Research, PowerPoint, Social Media, Financial Modeling
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Economics
Parsippany Hills High School 2004 — 2008
Bank of America Merrill Lynch September 2014 - Present
New York University September 2012 - December 2013
Merrill Lynch June 2013 - August 2013
HDFC June 2011 - July 2012
Maitri India March 2011 - March 2011
HDFC Limited May 2010 - July 2010
Defence Research and Development Organisation May 2009 - July 2009
Skills
Java, Machine Learning, Algorithms, Data Mining, Eclipse, Objective-C, C++, C#, C, Computer Science, Business Analysis, Banking, HTML, Python, Image Processing, Computer Vision, SQL
Education
New York University 2012 — 2014
Master of Science (M.S.), Computer Science
Jaypee Business School 2010 — 2011
MBA, Finance, Infrastructure Management
Jaypee Institute of Information and Technology University` 2006 — 2010
B.Tech., Computer Science
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Teach For America July 2014 - Present
Teach for America May 2012 - June 2014
Bank of America Merrill Lynch June 2010 - May 2012
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Leadership, Fixed Income, Educational Leadership, Education, Structured Products, Derivatives, MBS, ABS, Development Testing, Design Thinking, Innovation Management, Product R&D
Education
New York University 2006 — 2010
BA, Economics
Bank of America February 2015 - Present
Northeastern University September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
PowerAdvocate June 2013 - December 2013
Tata Consultancy Services December 2010 - June 2012
Skills
Java, C, Eclipse, Core Java, Java Enterprise Edition, Linux, Spring, Hibernate, PL/SQL, MySQL, Unix, Servlets
Education
Northeastern University 2012 — 2014
Master of Science (MS), Computer Science
University of Mumbai 2006 — 2010
B.E, Computer Engineering, 3.71
Swami Vivekanand Junior College 2004 — 2006
Pretium Partners, LLC April 2014 - Present
BNP Paribas July 2013 - March 2014
BNP Paribas June 2012 - August 2012
Bank of America Merrill Lynch September 2011 - December 2011
New York State Banking Department September 2010 - August 2011
NYU Internal Audit Department May 2010 - April 2011
Skills
Research, Bloomberg, Microsoft Excel, PowerPoint, Financial Modeling
Education
New York University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
New York University - Leonard N. Stern School of Business 2009 — 2013
Finance, Economics
Bank of America Merrill Lynch April 2015 - Present
Commerzbank AG June 2014 - April 2015
Deutsche Bank September 2010 - June 2014
Michael Page February 2009 - September 2010
Various April 2008 - January 2009
JPMorgan Chase May 2004 - January 2008
Various October 2001 - May 2004
Skills
Strategic Planning, Forecasting, Financial Reporting, Managing Project Budgets, Financial Analysis, P&L Financial Management, IT Business Management, Business Process Design, Business Process..., Business Analysis, Financial Modeling, Microsoft Word, Finance, Analysis, Accounting, Managerial Finance, Access, Strategic Financial..., Account Reconciliation, Process Improvement, Portfolio Management, Budgets, Valuation, Data Analysis, Variance Analysis, Accounts Receivable, Financial Statements, Tax, Financial Risk, Financial Forecasting, Business Process, Financial Accounting, Accruals, Internal Controls, General Ledger, P&L, Cost Accounting, Banking, Accounts Payable, Consolidation, Risk Management, Spreadsheets, Financial Services, Capital Budgeting, Tax Preparation, Journal Entries, Bank Reconciliation, Balance Sheet, Expenses, Pivot Tables
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Accounting, 3.7 GPA
New York University 1997 — 2001
Bachelor of Arts (BA), Economics
Brooklyn Technical High School 1991 — 1995
HS Diploma
UNIS
First County Bank July 2014 - Present
Serenity Financial January 2010 - Present
Bankwell Financial Group, Inc. October 2012 - July 2014
Bank of America Merrill Lynch October 2011 - October 2012
First Niagara Bank April 2010 - October 2011
Bank of America Mortgage February 2007 - April 2010
Skills
Credit, Underwriting, Financial Risk, Cash Flow, Financial Statements, Credit Analysis, Loans, Portfolio Management, Commercial Lending, Financial Analysis, Cash Management, Credit Risk, Financial Reporting, Finance, Forecasting, Banking
Education
Niagara University 2009 — 2011
MBA, Accounting Concentration
University at Buffalo 2004 — 2008
B.S., Business Administration with concentration in Financial Analysis
Wells Fargo July 2014 - Present
Capital Bank January 2013 - Present
Bank of America Merrill Lynch July 2002 - November 2012
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Portfolio Management
Education
North Carolina State University 2000 — 2005
BS, BioScience and Business Management
Bank of America Merrill Lynch January 2012 - Present
Bank of America Merrill Lynch January 2009 - January 2012
Skills
Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Structured Finance, Fixed Income, Finance
Education
UNC Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Management
Bank of America Merrill Lynch July 2012 - Present
NYSE Euronext June 1998 - June 2012
NYFIX 1998 - 2012
Skills
Electronic Trading, Low Latency, Trading Systems, Market Data, Exchange Connectivity, Equity Trading, High Frequency Trading, Trading System, Sybase, Unix, Order Management, Derivatives, Options, Equity Derivatives, Equities, Trading, SDLC, SQL, Financial Markets, Fixed Income, Multithreading, Algorithms, TIBCO Rendezvous, JMS
Education
New York University
Master of Science, Computer Science
New York University
Bachelor of Arts (B.A.), Computer Science
Covenant Credit Partners, LLC November 2013 - Present
Wells Fargo August 2012 - November 2013
Bank of America Merrill Lynch July 2011 - August 2012
Skills
Valuation, Corporate Finance, Capital Markets, Due Diligence, Credit Analysis, Data Analysis, Securities, Financial Modeling
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
North Carolina School of Science and Mathematics 2005 — 2007
JPMorgan Chase October 2010 - Present
Bank of America Merrill Lynch April 2006 - October 2010
JPMorganChase 1985 - 2004
Skills
Outlook, Event Planning, Banking, Microsoft Excel, Microsoft Office, Financial Services, Customer Service, Access, PowerPoint, Meeting Planning, Microsoft Word, Human Resources, Vendor Management, Credit, Process Improvement
Education
NYU 2005 — 2008
Meeting and Event Planning
New York University 2005 — 2008
Event Mgment
Bank of America Merrill Lynch July 2014 - Present
Bank of America 2011 - Present
Bank of America April 2008 - Present
M&T Bank June 1993 - March 2008
Education
Niagara University
B.S., Economics
University at Albany
MBA, Finance
Bloomberg LP February 2012 - Present
Credit Suisse November 2009 - February 2012
Bank of America Merrill Lynch 2003 - 2009
Deutsche Bank 1996 - 2001
Skills
SDLC, Consulting, Software Development, .NET, Business Analysis, Enterprise Architecture, C#, IT Strategy, Sybase, C++, Unix, Linux, High Frequency Trading
Education
New York University 1993 — 1995
M.S., Computer Science
University of Pennsylvania 1986 — 1990
B.A., Mathematics
Accenture - Management Consulting May 2014 - Present
Accenture - Management Consulting July 2013 - May 2014
Bank of America Merrill Lynch June 2012 - August 2012
US Securities and Exchange Commission June 2011 - August 2011
EMI Music January 2010 - May 2010
Skills
Business Strategy, Competitive Analysis, Market Research, Strategic Roadmaps, Trend Analysis, Data Analysis, Pricing Optimization, Profit Optimization, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Economics, Corporate Strategy..., Strategy, Structured Products
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
BS, Finance and Economics
New York University
Regeneron Pharmaceuticals, Inc. May 2013 - Present
Bank of America Merrill Lynch November 2000 - January 2012
PwC December 1998 - October 2000
Skills
Investment Banking, Capital Markets, Equity Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Fixed Income, Bloomberg
Education
New York University
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor’s Degree
McKinsey & Company July 2014 - Present
Bank of America Merrill Lynch November 2010 - July 2014
Skills
SAS, Derivatives, Statistics, Financial Risk, Microsoft Office, SQL, VBA, Spotfire, Bloomberg, Fixed Income, Equities, Valuation, Capital Markets, Investments, Securities, Financial Analysis, Credit Derivatives, Options, Regression Analysis, Stata, Probability, Econometrics, Python, R, C++, Bayesian methods, Counterparty Risk, Credit Risk, Financial Econometrics, Risk Analytics, Risk Management, Quantitative Analytics, Market Risk, Analytics, Financial Modeling, Portfolio Management
Education
New York University 2011 — 2013
Master of Arts (M.A.), Economics, 3.4
University of North Carolina at Greensboro 2006 — 2010
Bachelor of Arts (B.A.), Economics, Spanish, Applied Linguistics, 3.8
The North Carolina School of Science and Mathematics 2003 — 2005
High School Diploma
Home, School Volunteer, Edenton Street UMC Volunteer 2012 - Present
Bank of America Merrill Lynch 2001 - 2012
Charles Schwab 2000 - 2001
Skills
Series 7, Series 66, Series 63
Education
North Carolina State University
Bachelor's Degree, Business Management/Concentration in Finance
New York University May 2014 - Present
New York University August 2013 - May 2014
MZ Group May 2013 - July 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Economics
Dixon Advisory USA April 2015 - Present
Goldman Sachs June 2013 - April 2015
Tremblant Capital October 2011 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Belstone Capital June 2011 - August 2011
Education
New York University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch November 2007 - Present
MediaEdge February 2007 - November 2007
OMD September 2005 - February 2007
Skills
Securities Lending, Middle Office, Series 7, Series 63, Trading Systems, Settlement, Client Services, Securities, Derivatives, Equities, Fixed Income, Microsoft Office
Education
New York University 2000 — 2004
BS, Sports Management
gyro June 2015 - Present
Bank of America Merrill Lynch May 2015 - June 2015
Berklee College of Music December 2014 - February 2015
Tufts University May 2013 - December 2014
Vertex Pharmaceuticals April 2011 - December 2012
IPG July 2010 - April 2011
AIDS Action Committee July 2009 - December 2009
Cross Country Healthcare October 2007 - November 2008
BTMU Capital Corporation July 2003 - June 2007
Skills
Customer Service, Music, Management, Social Media, Teaching, Technical Support, CRM, Mac, Windows, Active Directory, System Deployment, Hardware, Mobile Devices, OS X, Operating Systems, Software Documentation, Troubleshooting, Windows 7, Windows XP
Education
North Shore Community College 2001 — 2003
Associate's Degree
Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch April 2010 - September 2015
Educational Testing Service 2003 - 2009
The Port Authority of New York & New Jersey 2001 - 2003
GMAC Commercial Mortgage 2000 - 2001
PECO Energy Company 1999 - 1999
Janssen Pharmaceutica 1999 - 1999
Captive Plastics 1997 - 1999
Allied Signal Inc 1996 - 1996
Environ Corporation 1992 - 1996
Skills
Business Analysis, Project Management, Financial Analysis, Business Process..., Business Planning, IT Governance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Bachelor of Engineering, Industrial Engineering