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
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - December 2014
State Street July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Social Networking, Financial Reporting, Alternative Investments, Consolidated Financial..., Private Equity, Mutual Funds, Financial Risk, Capital Markets, SOX 404, Finance
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration
Beverly High School 2006 — 2010
High School Diploma
H.I.G. Capital July 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Goldman Sachs June 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Capital Markets, Marketing Strategy, Key Performance..., Healthcare, Corporate Finance, Private Equity, Growth Strategies, Quantitative Analytics, Data Mining, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Management & Strategy and Innovation & Entrepreneurship
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Cum Laude
Bank of America Merrill Lynch June 2015 - Present
Northwestern Student Holdings January 2015 - June 2015
Northwestern Student Holdings April 2014 - January 2015
The Broadway League July 2014 - September 2014
Northwestern Student Holdings September 2013 - April 2014
J.Crew June 2013 - January 2014
Brennan's Colony June 2010 - September 2013
PlayhouseSquare May 2012 - August 2012
Skills
Event Management, Event Planning, Time Management, Public Speaking, Social Media, Teamwork, Google Analytics, Stata, Team Leadership, Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Business Strategy, Press Releases, Strategic Planning, Social Networking
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
Shaker Heights High School 2008 — 2012
High School Diploma
Goodwin Procter LLP July 2015 - Present
Kirkland & Ellis LLP October 2012 - July 2015
Bank of America Merrill Lynch June 2011 - August 2011
Pitango Venture Capital May 2010 - June 2010
LivePerson February 2008 - April 2009
LivePerson December 2006 - January 2008
Israel Defense Forces 2004 - 2006
Skills
Legal Research, Legal Writing, Financial Modeling, Mergers, Consulting, Sales, Software, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD)
University of Pennsylvania 2000 — 2004
BA
Fresenius Medical Care August 2015 - Present
Bank of America Merrill Lynch September 2014 - August 2015
Bank of America September 2014 - August 2015
St. Charles Trading March 2013 - September 2014
T-Mobile US, Inc. July 2008 - March 2013
MarketSource January 2008 - January 2009
JCPenney December 2007 - July 2008
MarketSource Inc. January 2007 - January 2008
Kmart Corporation November 2006 - November 2007
Skills
Sales expert, MS Access, Excel,..., English, Spanish,..., Listening Skills, Management Skills, Debating Skills, Data Analysis, Negotiation, PowerPoint, Microsoft Word, Access, Leadership, Business Analysis, Sales, Finance, Budgets, Training, Time Management, Management, Cross-functional Team..., Analysis, Operations Management, Accounting, Sales Operations
Education
Northern Illinois University 2008 — 2012
Bachelor's Degree, Finance
Bacchus Capital Management June 2012 - May 2014
Panther Creek Cellars (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BCM WineWorks (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BMO Capital Markets July 2011 - June 2012
Bank of America Merrill Lynch June 2008 - August 2010
JPMorgan Chase & Co. June 2006 - June 2008
JPMorgan Chase & Co. July 2004 - June 2006
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Venture Capital, Financial Analysis, Financial Modeling, Investment Banking, Business Strategy, Mergers & Acquisitions, Due Diligence, Start-ups, Distribution Strategies, Introducing New Products, Leadership, Management
Education
Northwestern University - Kellogg School of Management
MBA, Management and Finance
Universidad de San Andres
MBA Exchange, Latin American Finance
University of North Carolina at Chapel Hill
BA, Communication and Media Studies
St. Francis DeSales High School
Bank of America Merrill Lynch June 2015 - August 2015
Wind Point Partners January 2014 - March 2014
Education
Northwestern University 2012 — 2016
BA, Economics
Collegium Hieronymi Pragensis
Fall Semester Abroad - Emphasis in Economics and Politics
The London School of Economics and Political Science (LSE)
Summer Session - Macroeconomics
Saint Thomas Aquinas High School 2009 — 2012
Bank of America Merrill Lynch May 2013 - Present
Education
Northeastern University
BSBA, Finance
First Republic Bank June 2015 - Present
BNP Paribas January 2015 - June 2015
U.S. Bank October 2014 - January 2015
First Republic Bank March 2013 - October 2014
Bank of America Merrill Lynch August 2010 - March 2013
Wells Fargo November 2009 - August 2010
Bank of America Merrill Lynch January 2007 - November 2009
Wells Fargo Bank January 2006 - December 2006
Grower's Resource, Inc. May 2002 - December 2005
Bank of America 1992 - 2002
Skills
Strategic Planning, Risk Management, Risk Mitigation, Portfolio Management, Process Improvement, Product Management, Telephony, Technical Management, Management, Leadership, Technology Management, CRM, Cross-functional Team..., Integration, Outsourcing, SDLC, Strategy, Business Process, Banking, Business Analysis, Vendor Management
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The George Washington University
Masters Certification, Information Technology Project Management
Northeastern University
BS, Marketing
Analysis Group July 2014 - Present
Wildcatpad.com January 2012 - June 2014
Bank of America Merrill Lynch June 2013 - September 2013
Agamya Capital April 2013 - June 2013
Credit Suisse August 2012 - September 2012
The Walt Disney Company June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Skills
Visual C++, Stata, Econometrics, Financial Modeling, Matlab, Salesforce.com..., Valuation
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Industrial Engineering & Economics, Junior
Northwestern University - Kellogg School of Management
Financial Economics Certificate Program for Undergraduate Students, Industrial Engineering
Pinghe
Union Bank August 2013 - Present
Union Bank June 2012 - September 2012
Bank of America Merrill Lynch March 2012 - June 2012
Education
Northwestern University 2009 — 2013
Bachelor’s Degree, History
Bank of America Merrill Lynch July 2013 - Present
Kellogg School of Management September 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Deutsche Bank Securities June 2011 - August 2011
JPMorgan Chase August 2010 - June 2011
JPMorgan Chase July 2008 - August 2010
Motorola May 2007 - August 2007
Fulbright & Jaworski May 2006 - August 2006
Federal Reserve Bank May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Majors in Analytical Finance, Management & Strategy
Washington University in St. Louis 2004 — 2008
BSBA, Finance, Political Science
Nielsen Company June 2014 - Present
Nielsen Company March 2013 - June 2014
Bank of America December 2010 - March 2013
Bank of America Merrill Lynch August 2010 - December 2010
Northeastern University College of Professional Studies May 2010 - August 2010
Skills
Credit
Education
Northeastern University 2006 — 2010
Bachelor of Science, Mathematics
Northeastern University 2006 — 2010
Bachelor of Science Degree, Mathematics
Watchung Hills Regional High School 2002 — 2006
High School Diploma
LinkedIn June 2014 - Present
CC Industries July 2013 - June 2014
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Stata, Bloomberg, Economics, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Statistics, Analytics, Data Analysis, Financial Analysis, PowerPoint, Private Equity, Corporate Development, Due Diligence, Mergers & Acquisitions, Earthquake Engineering, Growth Strategies, Membership Growth, Business Modeling
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences, Economics, Magna Cum Laude
Lynbrook High School 2003 — 2007
Bank of America Merrill Lynch April 2007 - Present
LaSalle Bank October 2005 - April 2007
Boulevard Bank 1980 - 1993
Skills
Banking, Product Development, Treasury Management, Credit, Portfolio Management, Commercial Banking, Loans, Product Management, Management, Cash Management, Sales Management, Series 7, Treasury Services, Public Relations, Middle Market, Fixed Income, Manage Client..., Marketing, Capital Markets, Operations Management, Treasury, Commercial Lending, Risk Management, Sales, Asset Management, Investments, Wealth Management, Financial Services
Education
Northwestern University - Kellogg School of Management
MBA, Marketing & Accounting
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance
UBS Investment Bank January 2015 - July 2015
Bank of America Merrill Lynch January 2014 - December 2014
Wellington Management January 2013 - June 2013
Skills
Financial Modeling, Fundamental Analysis, Financial Analysis, Credit Risk, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Access, Investments, Investment Strategies
Education
Northeastern University 2015 — 2016
Master of Science in Finance (MSF), Finance
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Bank of America Merrill Lynch June 2015 - August 2015
US Army January 2013 - August 2014
US Army April 2012 - January 2013
US Army July 2010 - April 2012
US Army May 2009 - July 2010
Skills
Army, Operational Planning, Security Clearance, Military Experience, Military Operations, Management, Command, Intelligence Analysis, Military, Force Protection, Military Logistics, Intelligence, DoD, National Security, Defense, Active DoD Secret..., Afghanistan
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting
United States Military Academy at West Point 2005 — 2009
BS, Chemical Engineering
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Brown Brothers Harriman July 2010 - March 2011
MMB January 2010 - May 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree
John Cabot University 2011 — 2011
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
HCI Equity Partners June 2014 - August 2014
Milwaukee Bucks Inc. July 2013 - September 2013
Balyasny Asset Management L.P. July 2012 - July 2012
Education
Northwestern University 2012 — 2016
Bank of America Merrill Lynch December 2014 - July 2015
Transamerica Retirement Solutions January 2014 - July 2014
Surf City Hotel June 2012 - September 2013
Borough of Ship Bottom June 2012 - July 2012
Monster Mini Golf August 2011 - February 2012
Skills
Customer Service, Microsoft Office, Facebook, Microsoft Word, PowerPoint, Social Networking, Social Media, Microsoft Excel, Photoshop, Restaurants, Food, Social Media Marketing
Education
Northeastern University 2012 — 2017
Kovats 2013 — 2013
Real Estate License, Real Estate
Bergen Catholic 2008 — 2012
High School Degree
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch September 2012 - April 2014
Bank of America Merrill Lynch June 2011 - August 2011
PEAK6 Investments LP August 2008 - May 2010
J.P. Morgan July 2006 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Bloomberg, Equity Research, Equities, Corporate Finance, Derivatives, Investments, Fixed Income, Bloomberg Terminal, Due Diligence, Economics, Capital Markets, Equity Valuation, Asset Managment, Hedge Funds, Alternative Investments, Film Theory, Private Equity, Independent Film, Asset Management, Film Criticism
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch March 2011 - November 2014
Bank of America Merrill Lynch November 2009 - March 2011
GE January 2007 - July 2007
Skills
Risk Management, Corporate Finance, Fixed Income, Emerging Markets, Financial Services, Capital Markets, Derivatives, Series 7, Equity Derivatives, Trading, Asset Management, Equities, Bloomberg Terminal, Investments, Valuation, Credit Risk, Hedge Funds, Private Equity, Financial Modeling, Credit, Management Consulting, Series 63, Equity Research, Bonds, Securities, Financial Risk, Investment Banking, Banking, Bloomberg, Finance, Asset Allocation, Portfolio Management, Alternative Investments, Wealth Management, Financial Analysis, Trading Systems, Options, FX Options, Credit Derivatives, Mutual Funds, Middle Office, Corporate Actions
Education
Northeastern University
Finance and Marketing
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - December 2013
UBS Wealth Management July 2012 - December 2012
UBS Wealth Management July 2011 - December 2011
Bank of America Merrill Lynch September 2010 - December 2010
Skills
Marketing Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, Risk Management, PowerPoint, Financial Analysis, Investments, Project Management, Social Media, Program Management, Marketing, Data Analysis, Business Development, Mergers & Acquisitions
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Supply Chain Management, International Affairs
Cathedral Catholic High School 2004 — 2008
Bank of America Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney October 2006 - April 2011
UBS Wealth Management April 2002 - October 2006
Smith Barney April 1994 - March 2002
American Express Personal Financial Planning January 1993 - April 1994
Skills
Investment Management, Investments, Investment Advisory, Institutional Investors, Institutional..., Financial Advisory, Mutual Funds, Alternative Investments, Series 7, High Net Worth..., Risk Management, Pension Funds, Finance, Strategic Financial..., Wealth Management, Asset Allocation, Securities, Series 63, Fixed Income, Investment Strategies, Equities, Asset Management, Financial Planning
Education
Northeastern University 1988 — 1993
BS, Business - Finance
Bank of America Merrill Lynch April 2015 - Present
Trading Technologies November 2010 - April 2015
Swim Across America,Inc September 2012 - August 2014
United States Navy June 2008 - May 2010
Skills
X_Trader_Pro, Financial Modeling, Data Analysis, Financial Analysis, Trading, Risk Management, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Teaching, Entrepreneurship, Leadership, Analysis, Electronic Trading, Project Management, Event Management, Fundraising, Fixed Income, Change Management, Financial Markets
Education
University of Chicago 2010 — 2012
Finance
Northwestern University 2004 — 2008
BA, Communications Studies, History
University of Virginia 2004 — 2005
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Bank of America Merrill Lynch September 2012 - November 2013
Darmody, Merlino & Company, LLC January 2011 - June 2011
Boston Financial Investment Management January 2010 - June 2010
Skills
Finance, Financial Analysis, Financial Reporting, Tax, Microsoft Office
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Accounting & Finance
London School of Economics and Political Science 2011 — 2011
Bank of America Merrill Lynch July 1996 - Present
HPT Boosters September 2013 - Present
Precise Tax, LLC DBA Liberty Tax 2007 - 2010
Three Chopt Elementary PTA September 2004 - January 2006
Skills
Banking, Strategic Financial..., Financial Analysis, Cash Management, Commercial Lending, Due Diligence, Commercial Banking, Treasury Management, Accounting, Process Improvement, Microsoft Excel, PowerPoint, Management, Treasury Services, Finance, Budgets, Financial Risk
Education
Northern Virginia Community College 1995 — 1998
LIberal Arts, A.A, Speech Communications
UBS Investment Bank June 2014 - Present
UBS Investment Bank July 2013 - December 2013
Bank of America Merrill Lynch July 2012 - December 2012
Hellman Jordan Management Company July 2011 - December 2011
兴业银行 (Xing Ye Yin Hang) May 2011 - June 2011
Skills
Investment Banking, Equity Research, Private Equity, Market Research, Financial Modeling, Microsoft Excel, Access, VBA, Bloomberg Terminal, WONDA, Risk Management, Valuation, Due Diligence, PowerPoint, Capital Markets, Finance, Bloomberg, Fixed Income, Financial Analysis, Equities
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nanjing University (南京大学) 2011 — 2011
Chinese Language and Literature, Chinese Culture
Bank of America Merrill Lynch June 1990 - Present
Skills
Strategic Planning, Process Improvement, Operational Risk..., Project Management, Change Management, Financial Analysis, Portfolio Management, Financial Reporting, Banking, Management, Investments
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Northeastern University 1986 — 1991
BSBA
Bridgewater Associates May 2014 - Present
TIAA-CREF September 2012 - April 2014
Bank of America Merrill Lynch April 2008 - September 2012
Education
Northwestern University
M.S., Computer Information Systems (Candidate)
Western Michigan University
B.B.A., Finance
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Ping An Insurance (Group) Company of China June 2009 - August 2009
Education
Northwestern University 2008 — 2012
BA, MMSS, Economics, Math
BNY Mellon November 2014 - Present
Bank of America Merrill Lynch April 2012 - October 2014
Bank of America September 2007 - April 2012
KPMG August 2006 - November 2006
Bank of America July 2005 - July 2006
Skills
Talent Management, Sourcing, College Recruiting, Temporary Placement, Technical Recruiting, Relationship Management, Job Fairs, Offer Letters, Compliance Audits, Project Coordination, Taleo, Career Development, Immigration, FINRA
Education
University of Sydney 2003 — 2004
Study Abroad, Media Relations
Northeastern University 2000 — 2004
BA, Journalism, Public Relations
Bank of America Merrill Lynch May 2015 - Present
Team in Training February 2010 - Present
Bank of America Merrill Lynch July 2014 - May 2015
T3 Trading Group, LLC April 2013 - July 2014
Self-Employed July 2011 - April 2013
Spire Trading Group, LLC June 2005 - July 2011
RBC Professional Trader Group 2006 - 2009
MFS Investment Management January 2004 - June 2004
Skills
Equities, Trading, Portfolio Management, Risk Management, Mutual Funds, Series 7, Trading Systems, Securities, Financial Markets, Asset Management, Proprietary Trading, Traders, Finance, Electronic Trading, Hedging, Bloomberg, Private Equity
Education
Northeastern University 2000 — 2005
Business Administration, Finance and Insurance
Accelerated Growth Advisors June 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Kellogg School of Management April 2014 - June 2014
Center for Independent Futures October 2013 - June 2014
Northwestern Club Soccer team September 2012 - December 2013
Fidelus Technologies June 2013 - August 2013
Skills
Microsoft Office, Spanish, Sports, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Data Analysis, Leadership, Microsoft Outlook, Salesforce
Education
Northwestern University 2012 — 2016
Bachelor’s Degree, Economics
Collegium Hieronymi Pragensis 2014 — 2014
Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Intermediate Macroeconomics
Half Hollow Hills East High School 2008 — 2012
High School
Bank of America Merrill Lynch June 2011 - Present
First Trade Union Bank June 2010 - December 2010
Merrill Lynch July 2008 - December 2008
Skills
Credit, Visio, Finance, PowerPoint, Microsoft Excel, Analysis, Credit Risk, Data Analysis, Microsoft Word, Counterparty Risk, SQL, Middle Office, Basel II
Education
Northeastern University 2008 — 2011
BSBA, Dual Concentration: Finance & Accounting
Morgan Stanley July 2015 - Present
Kosmode Biotechnology Co., Ltd. July 2014 - October 2014
Friends Camp August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - August 2012
Bank of America Merrill Lynch July 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Budgets, Financial Analysis, Financial Modeling, Project Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch July 2015 - Present
Alcatel-Lucent May 2012 - October 2014
US Bank October 2007 - May 2012
Hewitt Associates June 2006 - October 2007
Peram Corp. 2003 - 2003
Skills
Financial Analysis, Banking, Management, Portfolio Management, Financial Modeling, Financial Controlling, Financial Operation, Project Management, Analysis, Business Analysis, Finance, Risk Management, Structured Finance, Credit, Sales, Microsoft Office, Telecommunications, Leadership, Customer Service
Education
University of Iowa 2001 — 2005
Bachelor of Arts (B.A.), Economics
Northern Illinois University
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Bank of America Merrill Lynch February 2004 - June 2010
Skills
Commercial Banking, Credit Analysis, Loans, Banking, Financial Analysis, Commercial Lending, Finance, Credit, Cash Management, Loan Origination, Portfolio Management, Credit Risk, Financial Modeling, Treasury Management, Relationship Management, Underwriting, Series 7, Asset Based Lending, Series 63, Senior Debt, High Yield Bonds, Private Placements
Education
Northern Arizona University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance, General
Accenture October 2014 - Present
Pearl Meyer & Partners June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Bank of America Merrill Lynch July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Matlab, C++, Data Analysis, Research, Social Media, Spanish, Teamwork, Project Management
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering
Bank of America Merrill Lynch August 2015 - Present
GE Capital July 2008 - August 2015
GE Commercial Finance - Capital Solutions May 2007 - August 2007
Purdue Pharma LP July 1998 - June 2006
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Risk Management, Business Strategy, Mergers & Acquisitions, Coverage banker for..., Cash Flow Lending, Asset Based Lending, Portfolio Management, Credit Analysis, Relationship Management, Valuation, Leveraged Finance, Mergers, Finance, Credit Risk, Underwriting, Due Diligence, Financial Structuring, Forecasting
Education
Thunderbird School of Global Management 2006 — 2007
MBA, Global Finance
Northeastern University 1996 — 1998
Bachelor of Science, Business Administration - Finance
K Gowin Consulting, LLC September 2014 - Present
Pitney Bowes Financial Solutions May 2012 - August 2014
BAFT November 2011 - May 2012
Bank of America Merrill Lynch April 2006 - November 2011
JPMorgan Chase August 2003 - March 2006
Bank of America June 1996 - August 2003
Deloitte June 1994 - June 1996
First of America Bank June 1986 - May 1994
State of Illinois - Deferred Compensation Program June 1979 - August 1986
Skills
Banking, Business Strategy, Executive Management, Payments, CEO/Executive Director, KYC/AML, Hands-on manager, Excellent communicator, Morale Builder, Interim Management, Management, Financial Services, Competitive Analysis, Product Development, Leadership, Product Management, Risk Management, Strategy, Anti Money Laundering, Cash Management, Consulting, Commercial Banking
Education
University of Illinois Springfield 1984 — 1987
M.B.A., MBA - Marketing
Northern Arizona University 1975 — 1979
B.S., Political Science
Northeastern University Student Value Fund September 2014 - Present
Northeastern University Math Department September 2014 - Present
Bank of America Merrill Lynch January 2015 - June 2015
United South End Settlements September 2014 - April 2015
Northeastern University Peer Tutoring Program September 2014 - December 2014
Nabil Investment Banking June 2014 - August 2014
Boston Building Resources September 2013 - April 2014
Dailekh School Project- Rato Bangala Foundation July 2012 - March 2013
Skills
English, Mathematics, Microsoft Excel, Quantitative Research, Microsoft Office, Research, Web Development, Economics, SPSS, Statistics, Writing, Microsoft Word
Education
Northeastern University 2013 — 2017
Bachelor of Science (BS) Hons., Business Administration (Accounting and Finance) and Mathematics, 3.98
Rato Bangala School 2003 — 2012
High School, Cambridge International Examinations General Certificate of Education-'A' Level
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch July 2013 - July 2014
Merrill Lynch February 2012 - July 2013
Merrill Lynch January 2011 - July 2011
Parsons Brinckerhoff June 2009 - December 2009
Skills
Microsoft Excel, Finance, Variance Analysis, Management, PowerPoint, Essbase, Microsoft Office, Marketing, Invoicing, Equities, Journal Entries, Financial Analysis, Editing, Financial Reporting, Financial Modeling, Bloomberg, Access, Microsoft Word, New Business Development, Investments, Oracle Discoverer, Accounting
Education
Northeastern University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Management
University College Dublin 2010 — 2010
Business
Colony Capital August 2011 - June 2015
Bank of America Merrill Lynch July 2010 - August 2011
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Financial Analysis, Fundraising, Investments, Entrepreneurship, Mergers & Acquisitions, Investor Relations, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Southern California 2006 — 2010
Bachelor of Science (BS), Business Administration
New Trier High School 2002 — 2006
TheMuse.com August 2015 - Present
juice press June 2014 - August 2015
Bank of America Merrill Lynch July 2012 - May 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Business Development, Persuasive Writing, Creative Problem Solving, Copywriting, Sales, Marketing, Microsoft Excel, Business Strategy, Analytics, Public Speaking, Social Media
Education
Northwestern University 2008 — 2011
Bachelor of Arts (BA), English Literature
Deutsche Bank August 2012 - Present
Bank of America Merrill Lynch August 2009 - August 2012
Merrill Lynch September 2008 - August 2009
Broadridge Financial Solutions March 2006 - September 2008
Skills
Fixed Income, Excel, Risk, Access, Equities, Visio, Financial Risk, Business Analysis, Capital Markets, Management, Microsoft Excel, Risk Management, Bloomberg, Derivatives, Trading Systems, Securities, Trading, Fantasy Football, Securities Regulation
Education
Northeastern University 1999 — 2004
Bachelor of Science degree, Business Administration; Finance
CME Group June 2015 - Present
CME Group February 2015 - July 2015
Bank of America Merrill Lynch 2012 - September 2014
JP Morgan January 1995 - August 2012
Northern Trust/Tullett & Tokyo Forex March 1987 - January 1995
Skills
Derivatives, Electronic Trading, Equities, Fixed Income, Options, Trading Systems, Trading, Equity Derivatives, Commodity, Capital Markets, Prime Brokerage, Hedge Funds, Investment Banking, Series 7, Financial Markets
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Masters, Marketing
San Diego State University-California State University 1981 — 1986
BS, Business
Boston Medical Center March 2014 - Present
iMDsoft July 2011 - February 2014
UBS Wealth Management January 2011 - July 2011
Bank of America Merrill Lynch July 2007 - December 2010
Skills
Leadership, Project Management, Sales, Strategic Planning, Management, Operations Management, Data Analysis, Healthcare Information..., Teamwork, Business Analysis, Medical Devices, Program Development, Strategy, FDA, Process Improvement, Time Management, Portfolio Management, Cross-functional Team..., Market Research, Marketing Strategy, Account Management, Financial Services, Microsoft Excel, Software Documentation, Fixed Income, Program Management, Training, Business Development, Team Building, Product Development, Financial Analysis, Technical Writing, Business Strategy, General Awesomeness, Change Management, Vendor Management, CRM, Salesforce.com, Creative Direction, Product Management, Strategic Thinking, Systems Analysis
Education
Northeastern University 2015 — 2018
Master’s Degree, Healthcare Informatics
Northeastern University 2006 — 2008
Bachelor’s Degree, Business Management & Management Information Systems
Aon Hewitt September 2012 - April 2015
Bank of America Merrill Lynch February 1999 - September 2012
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Strategic Planning, New Business Development, Marketing Strategy, Product Management, Product Development, Asset Managment, Strategy, Management, Relationship Management, Marketing Communications, Budgets, Advertising, Financial Services, Marketing, Sales, Program Management, CRM, Integrated Marketing, Digital Marketing, Leadership, Consulting
Education
Northwestern University 1986 — 1988
M.S., Integrated Marketing
Northwestern University 1986 — 1988
Certificate, Certified Financial Planner
The University of Kansas 1976 — 1980
B.S., Public Relations
The Madison Square Garden Company March 2012 - Present
Bank of America Merrill Lynch September 2003 - March 2012
IBM July 1998 - August 2001
New York State Department of Motor Vehicles June 1995 - August 1995
Skills
Project Execution, Client Relations, Sports, Media & Entertainment, Teamwork, Financial Modeling, Competitive Analysis, Corporate Finance, Valuation, Financial Analysis, M&A experience, Negotiation, M&A due diligence, Strategy, Management, Business Development
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance / Accounting
Union College 1994 — 1998
B.S., Applied Mathematics
Colonie Central High School 1990 — 1994
Bank of America Merrill Lynch February 2015 - Present
Northeastern University January 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
PerkinElmer June 2013 - December 2013
Capgemini January 2010 - July 2012
Skills
Java, Scala, Node.js, AngularJS, MongoDB, Python, Perl, C#, C, jQuery, Eclipse, PL/SQL, Linux, RDF, SPARQL, Play Framework, MySQL, Oracle, Microsoft SQL Server, Visual Studio, ASP.NET
Education
Northeastern University 2012 — 2014
Master's Degree, Computer Science, 3.8/4.0
University of Mumbai 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science, Passed with First Class with Distinction
Maharashtra State Board 2003 — 2005
Higher Secondary School (HSC), Science, First Class with Distinction
Goldman Sachs June 2014 - Present
Bank of America Merrill Lynch July 2009 - July 2013
Merrill Lynch June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Emphasis in Finance
Northwestern University 2005 — 2009
BS, Industrial Engineering, Economics
Detroit Country Day School
Diageo December 2011 - Present
Anheuser-Busch InBev January 2011 - December 2011
Anheuser-Busch InBev July 2010 - June 2011
Diversey Holdings 2008 - 2010
Bank of America Merrill Lynch 2003 - 2008
Skills
Pricing Strategy, Global Business..., Mergers, International..., New Business Development, Risk Management, Commodity Risk..., FX Hedging, Strategic Planning, Business Strategy, Due Diligence, Mergers & Acquisitions, Management, Leadership, Analysis, Finance, Pricing, Negotiation, Portfolio Management, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Strategy, Accounting, Finance, and Marketing
University of Chicago 1999 — 2003
BA with Honors, Dean's List, Political Science and Economics
Barclays Investment Bank July 2015 - Present
Bank of America Merrill Lynch March 2014 - July 2015
Bank of America Merrill Lynch May 2009 - April 2014
Northeastern University School of Continuing Education September 2007 - May 2009
Merrill Lynch January 2008 - August 2008
Lallemand January 2007 - June 2007
Skills
Equities, Credit Risk, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Valuation, Capital Markets
Education
Northeastern University
Bachelor of Science (BS), Finance, Entrepreneurship
eBay Inc October 2014 - Present
BT Global Services June 2013 - August 2013
Dasra June 2011 - May 2012
Bank of America Merrill Lynch June 2006 - March 2010
Skills
Business Development, Finance, Fundraising, Financial Analysis, Entrepreneurship, International Expansion, Philanthropy, Strategy, Non-profits..., Management, Wireless, Capital Markets, Relationship Management, Event Planning, Competitive Analysis, Leadership, Market Research, Investment Banking, Business Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
St. Stephen's College 2003 — 2006
BA (Hons)
Mayo College Girls' School 1995 — 2003
ISC
JPMorgan Chase May 2014 - Present
Jalifat Publishing January 2011 - Present
Progressive Chemical Technologies LLC January 2012 - June 2014
BRCS Chemicals LLC December 2011 - January 2014
Tafilaj Group LLC September 2007 - December 2013
Bank of America Merrill Lynch June 2010 - May 2011
Bank of America Merrill Lynch November 2007 - June 2010
Bank of America Merrill Lynch December 2006 - November 2007
BCMUS Arges Pitesti August 2006 - October 2006
B.C. Sigal Pristina August 2005 - May 2006
Skills
Credit, Commercial Banking, Cash Flow, Financial Analysis, Business Strategy, Financial Modeling, Cross-functional Team..., Excel, PowerPoint, Budgeting, Budgets, Banking, Microsoft Excel, Portfolio Management, Treasury Management, Strategy, Investments, Finance, Sales, Corporate Finance, Management
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Business Foundations Certificate
The University of Texas at Austin 1998 — 2002
BA
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
MBMS, Inc. November 2014 - Present
US Bank February 2011 - August 2014
Bank of America Merrill Lynch January 2010 - February 2011
Bank of America Merrill Lynch October 2008 - January 2010
LaSalle Bank June 2004 - October 2008
LaSalle Bank February 2001 - June 2004
Skills
Document Custody, Relationship Management, Operations Management, New Business Development, Account Management, Accounts Receivable, Risk Management, Contract Negotiation, Legal Contract Review, Document Management, Project Management, Performance Management, Financial Services, OFAC, Banking, Management, Mortgage Lending, Fixed Income, Financial Analysis, Credit, Financial Risk, CRM, Capital Markets, Finance
Education
Northern Illinois University
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch November 2011 - December 2013
Bank of America Merrill Lynch June 2010 - October 2011
Bloomberg Tradebook June 2009 - August 2009
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments
Education
Northwestern University 2006 — 2010
Horace Mann School 1991 — 2006
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Pi Kappa Alpha Gamma Rho Chapter June 2013 - March 2014
Viacom June 2013 - August 2013
Ipreo June 2012 - August 2012
Chi-X Global June 2011 - August 2011
Skills
Microsoft Office, Spanish, Team Leadership, Social Media, Matlab
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Hackley School 2007 — 2011
Lazard Asset Management May 2015 - Present
Bank of America Merrill Lynch August 2011 - May 2015
Bank of America Merrill Lynch August 2010 - August 2011
Merrill Lynch December 2008 - August 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Derivatives, Credit, Bloomberg, Equities, Capital Markets, Bonds, Financial Modeling, Investment Banking, Hedge Funds, Investments, Securities, Series 7, Trading, Valuation
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Wells Fargo April 2013 - Present
Funding Solutions Group, LLC May 2012 - January 2013
Bank of America Merrill Lynch January 2011 - February 2012
Bank of America April 2006 - December 2010
Bank of America April 1996 - April 2006
Skills
Credit, Banking, Commercial Banking, Sales, Commercial Lending, Small Business Lending, Finance, Investments, Management, Loans, Credit Analysis, Small Business, Start-ups, Lines Of Credit, Financial Analysis, Portfolio Management, Commercial Real Estate
Education
Northeastern University 1976 — 1981
BS, Accounting
Public Schools of Brookline September 2013 - Present
Brookline Public Schools September 2014 - June 2015
Brookline Public Schools April 2014 - June 2015
A Place To Grow January 2013 - April 2013
Bank of America Merrill Lynch December 2012 - January 2013
South County Community Action Agency June 2012 - September 2012
South County Community Action Agency June 2012 - August 2012
Bath & Body Works May 2010 - January 2012
Justice September 2010 - December 2010
Justice August 2007 - August 2009
Skills
Always Punctual, Energetic Leader, Energetic team player, Determination, Persistence, Practical Theology, Compassion, Flexible to Change, Child Development, Childcare, Experience Working with..., Early Childhood..., Children's Books, Counseling Psychology, Psychology, Human Development, Passion for Helping..., Passionate about work, Patience
Education
Northeastern University 2013 — 2015
University of Rhode Island 2009 — 2013
Bachelor of Science (B.S.), Human Development and Family Studies, General
TCF Bank 2013 - Present
Bank of America Merrill Lynch 2005 - 2012
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 1994 - 2001
Continental Bank 1990 - 1994
Skills
New Business Development, Real Estate, Underwriting, Building Relationships, Cross Selling, Team Leadership, Team Building, Debt, Negotiation, Banking, Credit, Capital Markets, Investment Banking, Corporate Finance, Risk Management, Series 7, Valuation, Loans, Real Estate Economics, Credit Analysis, Due Diligence, Loan Origination, Manage Client..., Mergers & Acquisitions, Managing Accounts, Finance, Real Estate Financing, Commercial Banking, Risk Assessment, Portfolio Management, Credit Risk, Syndications, Structured Finance, Financial Structuring, Financial Services, Commercial Lending, Teamwork, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Princeton University
Bachelor of Arts (BA), Politics
Barclays January 2015 - Present
Bank of America Merrill Lynch June 2012 - January 2015
Brown Brothers Harriman January 2012 - May 2012
The Mentor Network July 2011 - December 2011
Bank of America Merrill Lynch July 2010 - December 2010
Skills
Microsoft Excel, Sungard GMI, VBA, Microsoft Word, Bloomberg, Oracle Discoverer, Oracle, PowerPoint, Access
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Magnetar Capital October 2014 - Present
Evercore Partners August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - August 2011
Booz & Company October 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Healthcare, Accounting and Finance
Northwestern University 2003 — 2007
Bachelor of Engineering, Biomedical Engineering and Economics
Treacy & Company July 2015 - Present
Treacy & Company August 2014 - June 2015
Bank of America Merrill Lynch June 2013 - August 2013
HBR Consulting LLC June 2012 - August 2012
Skills
Research, Public Speaking, Leadership, Nonprofits, Social Media, Economics, Community Outreach, Data Analysis, PowerPoint, Microsoft Excel, Entrepreneurship, Fundraising, Spanish, Microsoft Word
Education
Northwestern University
Bachelor's Degree, cum laude, Economics, Legal Studies
Bank of America Merrill Lynch 2014 - 2014
Credit Suisse 2012 - 2012
Telsey Advisory Group 2010 - 2012
Telsey Advisory Group 2009 - 2010
Telsey Advisory Group 2008 - 2009
Bear Stearns & Co. 2005 - 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Series 7, Equities, Series 63, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Economics, Series 24, Equity Trading, Financial Analysis, Securities, Capital Markets, Alternative Investments
Education
UCLA Anderson School of Management 2013 — 2015
M.B.A., Full-Time Program, Finance
Northwestern University 2005 — 2008
B.A., Economics
The Citco Group of Companies February 2015 - Present
The Shaw Foundation June 2007 - Present
SalesVu December 2011 - January 2015
Bank of America Merrill Lynch June 2013 - December 2014
Syntelli 2012 - 2014
Boy Scouts of America August 2010 - May 2013
Bank of America 1998 - December 2011
Bank of America January 2010 - June 2011
Bank of America 2008 - 2010
Bank of America 2004 - 2008
Skills
.NET, Virtualization, Automation, Cloud Computing, Enterprise Architecture, IT Strategy, Disaster Recovery, Vendor Management, Big Data, Data Visualization, Security, Data Center, IT Service Management, Project Management, Business Intelligence, Enterprise Software, Servers, Business Process, Integration, Cross-functional Team..., Architecture, Management, Strategy, Analytics, Troubleshooting, Program Management, Professional Mentoring, IT Operations, Software Documentation, IT Management, SaaS, Risk Management, Leadership, Testing, Networking, VMware, Databases, Storage, Microsoft SQL Server, Infrastructure, SDLC, Consulting, Oracle, Operating Systems, Architectures
Education
Northern Arizona University
University of Maryland University College
Google July 2014 - Present
Google July 2012 - July 2014
Bank of America Merrill Lynch July 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
R2 Technology June 2005 - August 2005
Skills
Bloomberg, VBA, SQL, PHP, Perl, Excel, Access, HTML + CSS, Ruby on Rails, Essbase, Big Data, Dashboarding, Financial Modeling, R, Tableau
Education
Northwestern University 2005 — 2009
BS
ABS Capital Company 2015 - Present
Bank of America Merrill Lynch 2009 - 2015
Bank of America 1997 - 2009
Bank of America 1986 - 1997
Skills
Investment banking, Mergers & Acquisitions, Banking, Private Equity, Market Risk, Investment Portfolio, Strategic Planning, Leadership, International Business, Latin America, Accounting, Auditing, Board of Directors, Strategic Financial..., Communication, Economic Modeling, Country growth..., Foreign Exchange, Spanish-speaking, Investment Banking, Investments, Corporate Development, Negotiation, Mergers, Financial Services, Portfolio Management, Financial Advisory, Acquisitions, Financial Modeling, Capital Markets, Equities, Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing, Entrepreneurship & Management Startegy
Universidad Catolica Argentina, Buenos Aires Argentina
Bachelor's degree, Accounting
Bank of America Merrill Lynch July 2006 - Present
Aimco January 2004 - June 2006
Education
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch June 2015 - August 2015
Credit Suisse January 2014 - June 2014
State Street Global Markets January 2013 - August 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance
Suffield High School 2007 — 2011
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch February 2004 - May 2011
Merrill Lynch June 2004 - November 2007
Skills
Equities, Microsoft Office, Quality Center, Atlassian JIRA, Confluence, Business Analysis, Project Management, Defect Life Cycle, UAT coordination, Fidessa, Analysis, Trading, Trading Systems, Management
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), International Business, Finance
Bronx High School of Science 1993 — 1997
High School Diploma, General Studies
Northwestern University July 2015 - Present
Northwestern University July 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Prism Capital June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Economics, Valuation, Corporate Finance, Capital Markets, Private Equity
Education
Northwestern University 2007 — 2011
B.A. Magna Cum Laude, Economics, Mathematical Methods in the Social Sciences, Kellogg Certificate in Financial Economics
SLS Fitness June 2010 - Present
Bank of America Merrill Lynch March 2003 - Present
Skills
Sales, Sales Management, Leadership, Team Leadership, Fundraising, Community Outreach, Fitness Training, Customer Service, Public Speaking, Team Building, Strategic Planning, Coaching, Management
Education
Northeastern University 1997 — 2004
BS, Finance, General
Bank of America Merrill Lynch August 2012 - Present
Deutsche Bank January 2009 - August 2012
Goldman Sachs March 2005 - November 2008
Goldman Sachs June 2001 - March 2005
Argonne National Laboratory January 1997 - May 2001
Skills
Financial Modeling, Credit Risk, Financial Analysis, Credit, Financial Accounting, Contract Negotiation, Corporate Advisory, Hedge Funds, Investment Banking, Capital Markets, Derivatives, Fixed Income, Equities, Valuation, Private Equity, Liquidity Management, Liquidity Risk, Funding, Structured Finance, Business Analysis, Due Diligence, Finance, Investments, Risk Management, Portfolio Management, Leveraged Finance, Strategy, Trading, Equity Valuation, Financial Structuring, Loans, Financial Risk, Asset Management, Corporate Finance
Education
Northwestern University
BS, Computer Science
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Illinois at Urbana-Champaign
Intersect Systems Design October 1983 - Present
BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED - Harris Bank 2014 - 2015
TIAA-CREF 2014 - 2014
JPMC Corporate Risk Management 2013 - 2014
Bank of America Merrill Lynch 2011 - 2012
IBM 2007 - 2012
Motorola - Mobility Products Division 2006 - 2007
GE / Smiths Aerospace 2005 - 2006
FHLMC / Freddie Mac Corporation 2004 - 2005
Lawson Software 2003 - 2004
Skills
Unix, Database Design, Databases, Integration, Oracle, Software Development, SOA, Requirements Analysis, Enterprise Architecture, SDLC, Agile Methodologies, IT Strategy, Software Project..., Web Development, Solution Architecture, Programming, Testing, Data Modeling, Systems Analysis, Operating Systems, Data Center, Data Integration, Business Process, Architectures, Business Intelligence, Project Management, Architecture
Education
University of Chicago 1975 — 1978
Physics / Mathematics
Northwestern University
Astronomy
Barnes & Noble College July 2013 - April 2014
Merck May 2013 - July 2013
Barnes & Noble College Booksellers February 2013 - May 2013
Merck May 2012 - December 2012
Pfizer December 2011 - April 2012
Bank of America Merrill Lynch August 2010 - December 2011
Verizon September 2009 - May 2010
Tangible Value May 2008 - September 2009
Radian December 2005 - May 2008
State of New Jersey August 2005 - December 2005
Skills
Visio, Writing, Word, Microsoft Office, Business Analysis, Technical Writing, XML, Analysis, HTML, Customer Relations, Editing, PowerPoint, SharePoint, Excel, Adobe Acrobat, Integration, Documentation, Software Documentation, SDLC, Microsoft Excel, Microsoft Word, Quality Assurance, Requirements Analysis, Requirements Gathering, SQL, Program Management, Unix, Customer Service, Enterprise Software, Disaster Recovery, Technical Documentation, Technical Support, Telecommunications, Windows, Salesforce.com, Access, Troubleshooting, MS Project, Technical Communication, Databases, Process Improvement, Vendor Management, Testing
Education
Rutgers University-New Brunswick
BA
Northeastern University 2001 — 2002
Certificate
Immaculata High School
Bank of America Merrill Lynch March 2010 - April 2011
Credit-Suisse October 2007 - October 2009
Citigroup September 2006 - December 2006
Prudential Financial Global Derivatives November 1995 - July 2006
Ernst & Young July 1994 - October 1995
First Boston Corporation August 1992 - June 1994
Timber Hill September 1984 - June 1991
Skills
Equities, Swaps, Derivatives, Credit Risk, FX, Trading, FX Options, Risk Management, Commodity, Hedge Funds, Portfolio Management, Valuation, Securities, Banking, Prime Brokerage, Options
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Northwestern University 1987 — 1989
BPhil, Economics
Voya Financial August 2013 - Present
Voya Financial November 2011 - August 2013
Merrill Edge September 2009 - November 2011
Bank of America Merrill Lynch 2008 - 2009
Bank of America Merrill Lynch 2007 - 2008
Ameriprise Financial 2003 - 2007
Skills
Series 7
Education
University of North Florida - College of Business Administration 2000 — 2002
BS, Banking & Finance, Investments Track
Northeastern University 1997 — 1999
Bachelor of Science (BS), Finance and Investments
Bank of America Merill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
EVida Power April 2011 - September 2011
UNC Kenan-Flagler Business School Center for Sustainable Enterprise July 2011 - August 2011
Artist Pension Trust April 2005 - May 2011
CDS Gallery July 2003 - January 2005
Museum of Fine Arts, Boston October 2002 - June 2003
Exeter Group August 2001 - September 2002
Skills
Renewable Energy, Financial Modeling, Contemporary Art
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance and Sustainable Enterprise
Northwestern University 1997 — 2001
BA, Economics, Art History
Douglas MacArthur High School
Bank of America Merrill Lynch July 2011 - Present
Allstate Investments May 2007 - August 2009
Gambit Trading September 2006 - May 2007
Absolut Spirits Company May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Investments, Fixed Income, Derivatives, Capital Markets, Series 7, Bonds, Bloomberg
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Analytical Finance and International Business
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Corporate Strategy
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities 2008 - 2009
ACA Capital Access 2007 - 2008
Ambac June 2004 - March 2007
JP Morgan May 1998 - June 2004
Commerzbank AG 1995 - 1998
Skills
Credit Analysis
Education
The University of Chicago 1985 — 1989
Northwestern University 1980 — 1984
BA, Economics
Bank of America Merrill Lynch July 2010 - June 2013
Bank of America Merrill Lynch May 2009 - August 2010
LaSalle Global Trust Services (formerly LaSalle Bank) 2006 - March 2009
LaSalle Bank 2006 - 2008
Skills
Risk Management, Derivatives, Portfolio Management, Investment Banking, Management, Banking, Equities, Business Development, Capital Markets, Bloomberg, Finance, Treasury
Education
Northwestern University 2001 — 2006
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch May 2007 - Present
Zacks Investment Research 2002 - 2007
ASP-One, Inc. 2000 - 2001
Academie des Sciences Morales et Politiques, ALLEA 1998 - 2000
Skills
Compliance, Governance, Process Improvement, Strategic Planning, Policy/Procedure..., Re-organization, Turnaround Experience, Culture Building, Organizational..., Risk Management, Business Analysis, Program Management, Coaching, Management, Organizational Culture, Analysis, Finance, Organizational..., Performance Management, Banking, Management Consulting, Change Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
Lycee Saint Louis
Northwestern University
Bank of America Merrill Lynch October 2010 - Present
Education
Northeastern University 1988 — 1992
BS, Business
South Kent School 1983 — 1987
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 2008 - December 2010
UBS Investment Bank July 2005 - June 2008
Education
Northeastern University
Deutsche Bank June 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
JP Morgan September 2007 - April 2010
SS&C Technologies Inc. April 1996 - August 2007
Skills
Fixed Income, Business Intelligence, Financial Services, Hedge Funds, Prime Brokerage, Equities
Education
Northeastern University 1991 — 1995
BA, Economics
Black Diamond November 2012 - Present
Bank of America Merrill Lynch July 2008 - October 2012
Merrill Lynch January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2008
BSBA, Finance & Accounting; Minor: Economics
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan July 2013 - November 2014
J.P. Morgan May 2010 - July 2013
Forex Capital Markets June 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Capital Markets, Equities, Trading, Bloomberg, Prime Brokerage, Derivatives, Foreign Exchange, FX Options, Treasury, Investments, Financial Markets, Options, Trading Systems, Fixed Income, Hedge Funds, Investment Banking
Education
The Johns Hopkins University 2014 — 2015
Master of Science (MS), Applied Economics, 3.771
Northeastern University 2006 — 2009
BSBA, Finance, 3.713
VMware July 2015 - Present
VMware April 2013 - June 2015
VMware August 2012 - March 2013
Bank of America Merrill Lynch 2010 - 2012
Code Hennessy & Simmons LLC June 2009 - September 2009
Lehman Brothers 2006 - 2008
JMP Securities Llc 2004 - 2006
Skills
Financial Modeling, Go-to-market Strategy, Cross-functional Team..., Integrated Marketing, Pricing Strategy, Sales Enablement, Valuation, Investment Banking, Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of California, Berkeley 2002 — 2004
Bachelor of Arts
Lowell High School 1997 — 2001
Bank of America Merrill Lynch March 1994 - September 2014
Continental Bank March 1990 - February 1994
Gary-Wheaton Bank (acquired by First National Bank of Chicago) June 1987 - February 1990
Skills
Private Placements, Credit Analysis, Due Diligence, Financial Analysis, Debt Capital Markets, Capital Markets, Fixed Income, Credit, Portfolio Management, Loans, Bonds, Banking, Investment Banking, Corporate Finance, Securities, Financial Structuring, Management, Financial Modeling, Asset Management, Risk Management, Valuation
Education
Northern Illinois University 1983 — 1987
BS, Finance and Accounting
Bank of America Merrill Lynch November 2013 - April 2015
Skills
Monte Carlo Simulation, Quantitative Finance, Operations Research, Risk Management, Matlab, C++, Credit Risk, Market Risk, Operational Risk, SAS programming, C#, VBA Excel, R, Simulations, Portfolio Management
Education
Northwestern University 2007 — 2011
Ph.D, Industrial Engineering and Management Sciences
Zhejiang University 2003 — 2007
Bachelor of Science (B.S.), Applied Mathematics
US Bank February 2011 - Present
Bank of America Merrill Lynch November 2006 - January 2011
Chase Insurance July 2004 - July 2006
JP Morgan Chase July 1997 - July 2004
First Card April 1996 - July 1997
Motorola June 1995 - April 1996
Skills
Banking, CMBS, Cash Management, Credit, Fixed Income, Investment Management, Loans, Portfolio Management, Securitization
Education
Northern Illinois University 1991 — 1995
BS, Finance
SolarWinds December 2014 - Present
Lightbank April 2013 - July 2013
Sports Tradex December 2011 - April 2013
Bank of America Merrill Lynch January 2010 - March 2012
Bank of America Merrill Lynch June 2008 - January 2010
Skills
Product Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, Accounting, Finance, Marketing, and Strategy
The University of Texas at Austin 2003 — 2007
B.Sc., Electrical Engineering
Bank of America Merrill Lynch January 2010 - Present
Bank of America December 2003 - December 2009
Education
Northwestern University 1992 — 1996
PhD, Engineering
Barnum Financial Group, an office of MetLife August 2015 - Present
Bank of America Merrill Lynch August 2011 - August 2015
J.P. Morgan July 2008 - August 2011
Skills
Banking, Portfolio Management, Credit, Loans, Customer Service, Retail Banking, Finance, Financial Analysis, Mortgage Lending, Risk Management, Series 6, Series 7, Series 63, Series 65
Education
Northeastern University 2009 — 2011
Bachelor’s Degree, Accounting and Finance, 3.3
Northeastern University 2009 — 2011
Bachelor's degree, Accounting and Finance
Accenture July 2013 - Present
Accenture July 2012 - July 2013
Scottrade November 2009 - June 2012
California State Legislature February 2011 - October 2011
Bank of America Merrill Lynch December 2009 - January 2011
Skills
Investment Banking, Derivatives, Valuation, Wealth Management, Series 7, Financial Markets, Banking, Corporate Finance, Accounting, Economic Policy, Economic Research, Financial Analysis, Financial Reporting, Economic History, HTML 5, JavaScript, Financial Audits, Financial Statements, Industrial Design, HTML5, Customer Service
Education
The George Washington University Law School 2014 — 2017
Juris Doctor (J.D.)
Northwestern University 2012 — 2014
Master's Degree, Master of Public Administration -Economic Policy
Chartered Financial Analyst (CFA) Program Candidate
Level I Candidate
University of California, Riverside 2007 — 2011
Bachelor's Degree, Economics, Law & Society, and History with a Minor in Political Science
University of California, Irvine 2012 — 2012
Bachelor's degree, Economics
AXA Investment Managers January 2011 - Present
Bank of America Merrill Lynch June 2008 - December 2010
Banc of America Securities, LLC June 2007 - August 2007
Berman Capital Management June 2006 - August 2006
Education
Northwestern University 2004 — 2008
BA, Political Science, Economics
PGi May 2014 - Present
ICG Group January 2013 - January 2014
BMO Capital Markets August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - August 2010
Skills
CFA Level 3 Candidate, M&A analysis, Financial Modeling, DCF Valuation, Corporate Finance, Consumer Products, Portfolio Management, Investment Banking, Alternative Investments, Structured Finance, Recapitalizations, Equities, Fixed Income, Valuation, Microsoft Excel, Bloomberg, Capital IQ, FactSet, Thompson One, Series 79, Series 63, Due Diligence, Analysis, Mergers & Acquisitions, Finance, Private Equity
Education
Northwestern University 2004 — 2008
B.A., Economics
Bank of America Merrill Lynch September 2012 - Present
Skills
Financial Services, Swaps, Finance, Trading, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Trading, Middle Office, Financial Markets, Series 7, Hedge Funds, Capital Markets, Business Strategy, Series 63, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance and Financial Systems & Analytics
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Accounting and Finance & Insurance
University of Chicago Booth School of Business December 2014 - March 2015
Bank of America Merrill Lynch June 2009 - May 2014
Merrill Lynch March 2008 - June 2009
Merrill Lynch June 2006 - March 2008
Skills
Equities, Fixed Income, Securities, Financial Services, Series 7, Bloomberg, Investments, Bonds, Trading, Derivatives, Risk Management, Wealth Management, Asset Allocation, Options, Finance
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (MS), Library and Information Science
Northwestern University - Kellogg School of Management
Skidmore College 2002 — 2006
BA, Economics
Bank of America Merrill Lynch May 2015 - Present
CLSA May 2013 - April 2015
Morgan Stanley July 2004 - April 2013
Goldman Sachs January 2000 - July 2004
Skills
Equities, Trading Systems, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Capital Markets, Bloomberg, Trading, Options, Series 63, Equity Derivatives
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Accounting and Finance, Minor Political Science
EagleBank October 2015 - Present
Bank of America Merrill Lynch November 2006 - October 2015
Bank of America December 2004 - November 2006
Bank of America May 2000 - December 2004
Bank of America October 1999 - May 2000
Bank of America February 1996 - October 1999
Bank of America June 1995 - February 1996
Skills
Commercial Banking, Commercial Lending, Business Relationship..., Treasury Management, Credit Analysis, Financial Management, Financial Analysis, Commercial Credit, Consultative Selling, Sales Management, Retail Banking, Banking Relationships, Teamwork, Team Leadership, Non-profits, Board Governance, Management, Mergers & Acquisitions, Asset Management, Mortgage Lending, Wealth Management, Managerial Finance, Nonprofits, Credit, Executive Management, Selling, Small Business Lending, Capital Markets, Portfolio Management, Cash Management, Finance, Asset Based Lending, Corporate Finance, Financial Modeling, Underwriting, Loans, Due Diligence, Credit Risk, Strategic Financial..., Banking, Investments, Risk Management, Middle Market, Lines Of Credit
Education
Northwestern University 1984 — 1989
Bank of America Merrill Lynch September 2012 - Present
Bank of America / Merrill Lynch September 2007 - September 2012
Skills
Bloomberg, Equities
Education
Northeastern University 2005 — 2007
Finance and Accounting
Bank of America Merrill Lynch September 2014 - Present
Maxim Group December 2012 - September 2014
ThinkEquity LLC May 2012 - October 2012
Barclays Capital March 2005 - August 2011
Microsoft Corporation January 2002 - March 2005
Ariba, Inc. May 2000 - September 2001
PwC Consulting August 1999 - May 2000
PwC January 1994 - May 1998
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA, Finance, Marketing, Management Strategy
Tulane University 1989 — 1993
Bachelor of Science, Management
Sears Holdings Corporation March 2013 - Present
Bank of America Merrill Lynch May 2012 - March 2013
Bank of America Merrill Lynch March 2010 - May 2012
Education
Northern Illinois University 2004 — 2009
Bachelor's Degree, Finance, General, 3.2
Bank of America Merrill Lynch ConsultantBain & Company2000 - 2002
Lehman Brothers 1996 - 1998
Education
Northwestern University - Kellogg School of Management
Bank of America Merrill Lynch 1995 - 2012
Bank of New York 1994 - 1995
The First National Bank of Chicago 1987 - 1994
Skills
Product Management, Project Management, Treasury Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch 2006 - Present
Education
University of Chicago Graduate School of Business 1983 — 1986
Master of Business Administration (MBA), Finance and International Business
Northwestern University 1979 — 1983
Bachelor of Arts (B.A.), Economics
University of Sussex 1981 — 1982
Graduate School of Banking at Colorado
Graduate Certificate
Convergex November 2013 - January 2015
Bank of America Merrill Lynch May 2013 - November 2013
Merrill Lynch 2006 - 2011
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch March 2015 - Present
Deutsche Bank June 2011 - January 2015
Citi 2009 - 2011
Education
Northwestern University
Economics, Economics