Bank of America Merrill Lynch

Description

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

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

Employee
Years
Job
Industry
Lucas Benjamin Lucas Benjamin New York, New York Details
Lucas Benjamin's Bank of America Merrill Lynch Experience June 2015 - Present
Job Senior Financial Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
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

Chris Cooley Chris Cooley Boston, Massachusetts Details
Chris Cooley's Bank of America Merrill Lynch Experience July 2009 - June 2011
Job Consultant at Bain & Company
Industry Management Consulting
Experience
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

Caroline Hatch Caroline Hatch New York, New York Details
Caroline Hatch's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Andrew Joseph Andrew Joseph New York, New York Details
Andrew Joseph's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Associate, Technology & Life Sciences Practice at Goodwin Procter LLP
Industry Law Practice
Experience
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

Rehan Syed Rehan Syed Chicago, Illinois Details
Rehan Syed's Bank of America Merrill Lynch Experience September 2014 - August 2015
Job Senior Financial Business Analyst at Fresenius Medical Care North America
Industry Management Consulting
Experience
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

Mark Canty Mark Canty Nashville, Tennessee Details
Mark Canty's Bank of America Merrill Lynch Experience June 2008 - August 2010
Job General Management
Industry Financial Services
Experience
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

Matt Clemons Matt Clemons Greater Chicago Area Details
Matt Clemons's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Kendra Shelland Kendra Shelland United States Details
Kendra Shelland's Bank of America Merrill Lynch Experience May 2013 - Present
Job Mortgage Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2013 - Present

Education
Northeastern University
BSBA, Finance

Molly Anderson Molly Anderson San Francisco Bay Area Details
Molly Anderson's Bank of America Merrill Lynch Experience August 2010 - March 2013
Job Consulting Program Manager at First Republic Bank
Industry Financial Services
Experience
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

Terry (Tianli) Li Terry (Tianli) Li Greater Chicago Area Details
Terry (Tianli) Li's Bank of America Merrill Lynch Experience June 2013 - September 2013
Job Analyst at Analysis Group
Industry Management Consulting
Experience
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

Kelly Gillfillan Kelly Gillfillan San Francisco Bay Area Details
Kelly Gillfillan's Bank of America Merrill Lynch Experience March 2012 - June 2012
Job Risk Management Business Analyst at Union Bank
Industry Banking
Experience
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

Shelby Washington Shelby Washington San Francisco, California Details
Shelby Washington's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Lucienne Castillo Lucienne Castillo Los Angeles, California Details
Lucienne Castillo's Bank of America Merrill Lynch Experience August 2010 - December 2010
Job Client Support Associate at Nielsen Company
Industry Market Research
Experience
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

Dharini Subramanian Dharini Subramanian San Francisco Bay Area Details
Dharini Subramanian's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job User Growth & Engagement at LinkedIn
Industry Internet
Experience
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

Janet Burt, MBA, CTP Janet Burt, MBA, CTP Greater Chicago Area Details
Janet Burt, MBA, CTP's Bank of America Merrill Lynch Experience April 2007 - Present
Job
Industry Banking
Experience
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

Dennis He Dennis He Greater Boston Area Details
Dennis He's Bank of America Merrill Lynch Experience January 2014 - December 2014
Job Leverage Finance Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
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

Gordon Shu Gordon Shu Greater Seattle Area Details
Gordon Shu's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate at the Kellogg School of Management
Industry Military
Experience
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

Garett Feldkamp, CWS Garett Feldkamp, CWS Cincinnati Area Details
Garett Feldkamp, CWS's Bank of America Merrill Lynch Experience December 2009 - October 2011
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
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

Rebecca Bacon Rebecca Bacon San Francisco Bay Area Details
Rebecca Bacon's Bank of America Merrill Lynch Experience July 2013 - Present
Job Senior Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Greg Booth Greg Booth Greater Chicago Area Details
Greg Booth's Bank of America Merrill Lynch Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America Merrill Lynch   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

Gregory Bargiel Gregory Bargiel Greater New York City Area Details
Gregory Bargiel's Bank of America Merrill Lynch Experience December 2014 - July 2015
Job Controller's Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Alexander Townsend Alexander Townsend Greater New York City Area Details
Alexander Townsend's Bank of America Merrill Lynch Experience April 2014 - Present
Job Associate Global Credit & Special Situations at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chelsea Purcell Chelsea Purcell Greater New York City Area Details
Chelsea Purcell's Bank of America Merrill Lynch Experience November 2014 - Present
Job Investment Grade Sales Assistant at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Patrick S. Repko Patrick S. Repko United States Details
Patrick S. Repko's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   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

Thomas McAuliffe Thomas McAuliffe Greater New York City Area Details
Thomas McAuliffe's Bank of America Merrill Lynch Experience April 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Charles Cunnick Charles Cunnick Chicago, Illinois Details
Charles Cunnick's Bank of America Merrill Lynch Experience April 2015 - Present
Job Instinct Risk
Industry Capital Markets
Experience
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

Cierra Billings Cierra Billings New York, New York Details
Cierra Billings's Bank of America Merrill Lynch Experience May 2015 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Susie Freixa Susie Freixa Richmond, Virginia Area Details
Susie Freixa's Bank of America Merrill Lynch Experience July 1996 - Present
Job Business Banking Treasury Management, Bank of America
Industry Banking
Experience
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

Aaron Hadley Aaron Hadley New York, New York Details
Aaron Hadley's Bank of America Merrill Lynch Experience July 2012 - December 2012
Job Associate at UBS
Industry Banking
Experience
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

Marina Trestin Marina Trestin Greater Boston Area Details
Marina Trestin's Bank of America Merrill Lynch Experience June 1990 - Present
Job Business Support Manager at Bank of America
Industry Banking
Experience
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

Zack Gillette Zack Gillette Chicago, Illinois Details
Zack Gillette's Bank of America Merrill Lynch Experience April 2008 - September 2012
Job Business Information Security Officer (BISO) at Bridgewater Associates
Industry Investment Management
Experience
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

Qing Chang Qing Chang Greater Chicago Area Details
Qing Chang's Bank of America Merrill Lynch Experience August 2012 - Present
Job Analyst at Bank of America Merrill Lynch
Industry
Experience
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

Matthew Chandler Matthew Chandler San Francisco Bay Area Details
Matthew Chandler's Bank of America Merrill Lynch Experience April 2012 - October 2014
Job Investment Management Staffing Consultant
Industry Human Resources
Experience
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

JP Bichun JP Bichun Greater New York City Area Details
JP Bichun's Bank of America Merrill Lynch Experience May 2015 - Present
Job MBS/Securitized Products SA at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jordan Gross Jordan Gross Greater Chicago Area Details
Jordan Gross's Bank of America Merrill Lynch Experience January 2015 - March 2015
Job Consulting Intern at Accelerated Growth Advisors
Industry Financial Services
Experience
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

In Ho Song In Ho Song Greater New York City Area Details
In Ho Song's Bank of America Merrill Lynch Experience June 2011 - Present
Job Risk Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Cindy Ye Cindy Ye Chicago, Illinois Details
Cindy Ye's Bank of America Merrill Lynch Experience June 2010 - August 2012
Job Associate at Morgan Stanley IBD
Industry Financial Services
Experience
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

Jeff Shewmake Jeff Shewmake Greater Chicago Area Details
Jeff Shewmake's Bank of America Merrill Lynch Experience July 2015 - Present
Job Project Manager at BAML
Industry Banking
Experience
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

Scott Fiser Scott Fiser Greater Grand Rapids, Michigan Area Details
Scott Fiser's Bank of America Merrill Lynch Experience March 2012 - Present
Job SVP, Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Paul Choo Paul Choo Greater New York City Area Details
Paul Choo's Bank of America Merrill Lynch Experience July 2011 - August 2011
Job Business & Technology Analyst at Accenture
Industry Information Technology and Services
Experience
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

Salvatore (Sal) Carino Salvatore (Sal) Carino Greater Atlanta Area Details
Salvatore (Sal) Carino's Bank of America Merrill Lynch Experience August 2015 - Present
Job Sr Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Kathleen Gowin Kathleen Gowin Charlotte, North Carolina Area Details
Kathleen Gowin's Bank of America Merrill Lynch Experience April 2006 - November 2011
Job President at K Gowin Consulting, LLC advising line of business executives on KYC/AML
Industry Financial Services
Experience
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

Siddhartha Pant Siddhartha Pant Greater Boston Area Details
Siddhartha Pant's Bank of America Merrill Lynch Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
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

Brenna Tetley Brenna Tetley New York, New York Details
Brenna Tetley's Bank of America Merrill Lynch Experience July 2014 - Present
Job Global Corporate Investment Banking Analyst at Bank of America Merrill Lynch
Industry Accounting
Experience
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

David Atkins David Atkins New York, New York Details
David Atkins's Bank of America Merrill Lynch Experience July 2010 - August 2011
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
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

Rachel Eisenpress Rachel Eisenpress Greater New York City Area Details
Rachel Eisenpress's Bank of America Merrill Lynch Experience July 2012 - May 2014
Job Manager of Special Projects at The Muse
Industry Internet
Experience
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

Jessica LaSalle Jessica LaSalle Greater New York City Area Details
Jessica LaSalle's Bank of America Merrill Lynch Experience August 2009 - August 2012
Job AVP at Deutsche Bank
Industry Financial Services
Experience
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

David Hartney David Hartney Greater Chicago Area Details
David Hartney's Bank of America Merrill Lynch Experience 2012 - September 2014
Job Global CoHead, Client Development & Sales at CME Group
Industry Financial Services
Experience
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

Monique Czulewicz Monique Czulewicz Boston, Massachusetts Details
Monique Czulewicz's Bank of America Merrill Lynch Experience July 2007 - December 2010
Job Financial Systems Analyst at Boston Medical Center
Industry Hospital & Health Care
Experience
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

Jim Kemmerer Jim Kemmerer Greater Chicago Area Details
Jim Kemmerer's Bank of America Merrill Lynch Experience February 1999 - September 2012
Job Senior Integrated Marketing Professional Creating Solutions for B2B Marketing Challenges in the Financial Sector
Industry Financial Services
Experience
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

Kevin Christie Kevin Christie New York, New York Details
Kevin Christie's Bank of America Merrill Lynch Experience September 2003 - March 2012
Job SVP Corporate Development at The Madison Square Garden Company
Industry Sports
Experience
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

Ajay Pandit Ajay Pandit Greater New York City Area Details
Ajay Pandit's Bank of America Merrill Lynch Experience February 2015 - Present
Job Software Engineer at Bank of America
Industry Computer Software
Experience
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

Megan Young, CFA Megan Young, CFA Chicago, Illinois Details
Megan Young, CFA's Bank of America Merrill Lynch Experience July 2009 - July 2013
Job Investment Management Division at Goldman Sachs
Industry Investment Management
Experience
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

Charles Kim Charles Kim Greater New York City Area Details
Charles Kim's Bank of America Merrill Lynch Experience 2003 - 2008
Job M&A, Strategy, Planning & Execution
Industry Consumer Goods
Experience
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

Justin Kraus Justin Kraus New York, New York Details
Justin Kraus's Bank of America Merrill Lynch Experience March 2014 - July 2015
Job Assistant Vice President at Barclays Investment Bank
Industry Financial Services
Experience
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

Shradha Kothari Shradha Kothari San Francisco Bay Area Details
Shradha Kothari's Bank of America Merrill Lynch Experience June 2006 - March 2010
Job Business Development and Operations Manager Close5 (eCG) at eBay Inc
Industry Internet
Experience
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

Besim Tafilaj Besim Tafilaj Houston, Texas Area Details
Besim Tafilaj's Bank of America Merrill Lynch Experience June 2010 - May 2011
Job Vp Relationship Manager at JPMorgan Chase
Industry Banking
Experience
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

Brian Callaci Brian Callaci Kenilworth, Illinois Details
Brian Callaci's Bank of America Merrill Lynch Experience 1997 - 2014
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
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

Tim Vaughn Tim Vaughn Greater Chicago Area Details
Tim Vaughn's Bank of America Merrill Lynch Experience August 2004 - July 2015
Job Experienced Derivatives Product Control Analyst
Industry Investment Banking
Experience
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

Kelly Crunican Kelly Crunican Washington, District Of Columbia Details
Kelly Crunican's Bank of America Merrill Lynch Experience January 2010 - February 2011
Job Relationship Manager, MBMS, Inc.
Industry Financial Services
Experience
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

Sara Blum Sara Blum Greater New York City Area Details
Sara Blum's Bank of America Merrill Lynch Experience December 2013 - Present
Job Equity Research Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Aspen Mori Aspen Mori Carmel, New York Details
Aspen Mori's Bank of America Merrill Lynch Experience July 2015 - Present
Job Equity Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Stephanie Contreras Stephanie Contreras Greater New York City Area Details
Stephanie Contreras's Bank of America Merrill Lynch Experience August 2011 - May 2015
Job Analyst
Industry Financial Services
Experience
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

Nickie Heslen Nickie Heslen Baltimore, Maryland Details
Nickie Heslen's Bank of America Merrill Lynch Experience January 2011 - February 2012
Job Vice President, Business Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
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

Kristina Gregory Kristina Gregory Boston, Massachusetts Details
Kristina Gregory's Bank of America Merrill Lynch Experience December 2012 - January 2013
Job Student at Northeastern University
Industry
Experience
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

Rick Baer Rick Baer Greater Chicago Area Details
Rick Baer's Bank of America Merrill Lynch Experience 2005 - 2012
Job Vice President at TCF Bank
Industry Banking
Experience
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

Kevin Sunny Kevin Sunny Greater New York City Area Details
Kevin Sunny's Bank of America Merrill Lynch Experience June 2012 - January 2015
Job Financial Control Analyst
Industry Accounting
Experience
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

Jigar Choksey Jigar Choksey Greater Chicago Area Details
Jigar Choksey's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Magnetar Capital
Industry Investment Management
Experience
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

Belinda Niu Belinda Niu Chicago, Illinois Details
Belinda Niu's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Senior Analyst at Treacy & Company
Industry Management Consulting
Experience
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

Brian Innes Brian Innes Los Angeles, California Details
Brian Innes's Bank of America Merrill Lynch Experience 2014 - 2014
Job MBA Candidate at UCLA Anderson
Industry Investment Banking
Experience
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

David R. Shaw David R. Shaw Charlotte, North Carolina Area Details
David R. Shaw's Bank of America Merrill Lynch Experience June 2013 - December 2014
Job Cloud Evangelist / Technologist
Industry Information Technology and Services
Experience
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

Ken Kaiser Ken Kaiser San Francisco Bay Area Details
Ken Kaiser's Bank of America Merrill Lynch Experience July 2009 - June 2012
Job
Industry Internet
Experience
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

Guillermo Cortina, MBA Guillermo Cortina, MBA Miami, Florida Details
Guillermo Cortina, MBA's Bank of America Merrill Lynch Experience 2009 - 2015
Job MD at ABS Capital Company
Industry Financial Services
Experience
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

Dennis Szczesuil, CFA Dennis Szczesuil, CFA San Francisco, California Details
Dennis Szczesuil, CFA's Bank of America Merrill Lynch Experience July 2006 - Present
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2006 - Present
Aimco  January 2004 - June 2006

Education
Northeastern University   1998 — 2003
Bachelor of Science (B.S.), Finance

Daniel Zatony Daniel Zatony New York, New York Details
Daniel Zatony's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Northeastern
Industry Financial Services
Experience
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

Tameisha Munroe Tameisha Munroe Greater New York City Area Details
Tameisha Munroe's Bank of America Merrill Lynch Experience May 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Miles McGinley, CFA Miles McGinley, CFA Evanston, Illinois Details
Miles McGinley, CFA's Bank of America Merrill Lynch Experience July 2011 - July 2013
Job Senior Associate, Private Investments at Northwestern University
Industry Investment Management
Experience
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

Nick Zullo Nick Zullo Greater Boston Area Details
Nick Zullo's Bank of America Merrill Lynch Experience March 2003 - Present
Job SVP Regional Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

William Franklin William Franklin Greater New York City Area Details
William Franklin's Bank of America Merrill Lynch Experience August 2012 - Present
Job
Industry Financial Services
Experience
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

Daryl O'Rourke Daryl O'Rourke Greater Chicago Area Details
Daryl O'Rourke's Bank of America Merrill Lynch Experience 2011 - 2012
Job
Industry Information Technology and Services
Experience
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

Valerie Juzwiak Valerie Juzwiak Greater New York City Area Details
Valerie Juzwiak's Bank of America Merrill Lynch Experience August 2010 - December 2011
Job Technical Writer (Consultant) at GE Healthcare
Industry Information Technology and Services
Experience
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

Daniel Savage Daniel Savage Greater New York City Area Details
Daniel Savage's Bank of America Merrill Lynch Experience March 2010 - April 2011
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
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

Stephanie Cadenhead, CRPC® Stephanie Cadenhead, CRPC® Greater Boston Area Details
Stephanie Cadenhead, CRPC®'s Bank of America Merrill Lynch Experience 2008 - 2009
Job Financial Planning Consultant at Voya Financial Advisors ®
Industry Financial Services
Experience
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

Carolyn Yuen Carolyn Yuen New York, New York Details
Carolyn Yuen's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jason Schleifer Jason Schleifer New York, New York Details
Jason Schleifer's Bank of America Merrill Lynch Experience July 2011 - Present
Job Global Emerging Markets Sales at Bank of America Merrill Lynch
Industry Capital Markets
Experience
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

Sandra Brinkert Sandra Brinkert Greater New York City Area Details
Sandra Brinkert's Bank of America Merrill Lynch Experience August 2008 - Present
Job Public finance credit specialist
Industry Financial Services
Experience
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

Tara-Grace Dougherty Tara-Grace Dougherty New York, New York Details
Tara-Grace Dougherty's Bank of America Merrill Lynch Experience July 2010 - June 2013
Job Institutional Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Valerie Gherold Valerie Gherold Greater Chicago Area Details
Valerie Gherold's Bank of America Merrill Lynch Experience May 2007 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Alexander Saliba Alexander Saliba Greater Seattle Area Details
Alexander Saliba's Bank of America Merrill Lynch Experience October 2010 - Present
Job Director Enterprise Business Specialist, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2010 - Present

Education
Northeastern University   1988 — 1992
BS, Business

South Kent School   1983 — 1987

Craig Dussinger Craig Dussinger Greater Los Angeles Area Details
Craig Dussinger's Bank of America Merrill Lynch Experience January 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2011 - Present
Merrill Lynch  June 2008 - December 2010
UBS Investment Bank  July 2005 - June 2008

Education
Northeastern University

Krish Wanniyasekaram Krish Wanniyasekaram Greater New York City Area Details
Krish Wanniyasekaram's Bank of America Merrill Lynch Experience April 2010 - June 2012
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
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

Mukesh Punjabi Mukesh Punjabi Greenwich, Connecticut Details
Mukesh Punjabi's Bank of America Merrill Lynch Experience July 2008 - October 2012
Job Black Diamond
Industry Financial Services
Experience
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

Shawn Comiskey Shawn Comiskey Greater New York City Area Details
Shawn Comiskey's Bank of America Merrill Lynch Experience November 2014 - Present
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Lisa Wong Lisa Wong San Francisco Bay Area Details
Lisa Wong's Bank of America Merrill Lynch Experience 2010 - 2012
Job Product Line Marketing Manager at VMware
Industry Computer Software
Experience
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

Thomas Burns Thomas Burns Greater Chicago Area Details
Thomas Burns's Bank of America Merrill Lynch Experience March 1994 - September 2014
Job Debt Capital Markets Professional (20 Years of Debt Private Placement Experience with the #1 agent)
Industry Capital Markets
Experience
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

Yunpeng Sun Yunpeng Sun New York, New York Details
Yunpeng Sun's Bank of America Merrill Lynch Experience November 2013 - April 2015
Job Quantitative Finance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Ed Janis Ed Janis Greater Chicago Area Details
Ed Janis's Bank of America Merrill Lynch Experience November 2006 - January 2011
Job Vice President at US Bank
Industry Financial Services
Experience
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

Omri Buzi Omri Buzi Austin, Texas Area Details
Omri Buzi's Bank of America Merrill Lynch Experience January 2010 - March 2012
Job Product Manager at SolarWinds
Industry Internet
Experience
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

Igor Polonsky Igor Polonsky Greater Chicago Area Details
Igor Polonsky's Bank of America Merrill Lynch Experience January 2010 - Present
Job Director, App Developer at Bank of America
Industry Capital Markets
Experience
Bank of America Merrill Lynch   January 2010 - Present
Bank of America  December 2003 - December 2009

Education
Northwestern University   1992 — 1996
PhD, Engineering

Robert J. Sand, CRPC® Robert J. Sand, CRPC® Milford, Connecticut Details
Robert J. Sand, CRPC®'s Bank of America Merrill Lynch Experience August 2011 - August 2015
Job Financial Advisor, Financial Services Representative and Investment Advisor Representative
Industry Financial Services
Experience
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

Navid Bionghi Navid Bionghi Washington D.C. Metro Area Details
Navid Bionghi's Bank of America Merrill Lynch Experience December 2009 - January 2011
Job Financial Management Analyst at Accenture
Industry Management Consulting
Experience
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

Stefanie Erner, CFA Stefanie Erner, CFA Greater New York City Area Details
Stefanie Erner, CFA's Bank of America Merrill Lynch Experience June 2008 - December 2010
Job
Industry Investment Management
Experience
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

James Sourbeer James Sourbeer Greater Atlanta Area Details
James Sourbeer's Bank of America Merrill Lynch Experience July 2008 - August 2010
Job Director, Corporate Development at PGi
Industry Computer Software
Experience
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

Nader Maroun Nader Maroun Greater New York City Area Details
Nader Maroun's Bank of America Merrill Lynch Experience September 2012 - Present
Job Vice President, Delta One Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Cari (Dugan) Buckley Cari (Dugan) Buckley Greater Chicago Area Details
Cari (Dugan) Buckley's Bank of America Merrill Lynch Experience June 2009 - May 2014
Job Manager, Fisher Career Resource Center
Industry Financial Services
Experience
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

Terence Petti Terence Petti New York, New York Details
Terence Petti's Bank of America Merrill Lynch Experience May 2015 - Present
Job Electronic Trading at BAML
Industry Financial Services
Experience
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

Terrence Beverly Terrence Beverly Washington D.C. Metro Area Details
Terrence Beverly's Bank of America Merrill Lynch Experience November 2006 - October 2015
Job Senior Vice President at EagleBank
Industry Banking
Experience
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

Perla Velasquez Perla Velasquez Greater New York City Area Details
Perla Velasquez's Bank of America Merrill Lynch Experience September 2012 - Present
Job Risk Analysis Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Bradley Sills Bradley Sills San Francisco Bay Area Details
Bradley Sills's Bank of America Merrill Lynch Experience September 2014 - Present
Job Senior Equity Research Analyst
Industry Capital Markets
Experience
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

Alex Malito Alex Malito Greater Chicago Area Details
Alex Malito's Bank of America Merrill Lynch Experience May 2012 - March 2013
Job Senior Analyst, Business Analytics Home Appliances at Sears Holdings Corporation
Industry Retail
Experience
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

Dan Kamanga, CFA Dan Kamanga, CFA New York, New York Details
Dan Kamanga, CFA's Bank of America Merrill Lynch Experience ConsultantBain & Company2000 - 2002
Job Advisory at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   ConsultantBain & Company2000 - 2002
Lehman Brothers  1996 - 1998

Education
Northwestern University - Kellogg School of Management

Marrie Smith Marrie Smith Dallas, Texas Details
Marrie Smith's Bank of America Merrill Lynch Experience 1995 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

John Lenckos John Lenckos Chicago, Illinois Details
John Lenckos's Bank of America Merrill Lynch Experience 2006 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Christopher Kanian Christopher Kanian New York, New York Details
Christopher Kanian's Bank of America Merrill Lynch Experience May 2013 - November 2013
Job Berenberg Capital Markets
Industry Financial Services
Experience
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

Jim Grieco Jim Grieco Chicago, Illinois Details
Jim Grieco's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2015 - Present
Deutsche Bank  June 2011 - January 2015
Citi  2009 - 2011

Education
Northwestern University
Economics, Economics