Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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Bank of America Merrill Lynch Employees
Kraft Foods Group July 2013 - Present
Bank of America Merrill Lynch July 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wiggio.com September 2008 - March 2010
Telstra / University of Melbourne July 2009 - November 2009
Liberty Mutual May 2009 - July 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Mergers, Financial Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2007 — 2011
BS, Business Administration
University of Melbourne 2009 — 2009
Commerce Exchange Student
Millennium Partners October 2013 - Present
Bank of America Merrill Lynch January 2010 - October 2013
Merrill Lynch January 2007 - December 2009
Merrill Lynch October 2005 - December 2006
Merrill Lynch August 2004 - September 2005
Skills
Equities, Global Custody, Series 7, Prime Brokerage, Fixed Income, Hedge Funds, Bloomberg, Series 63, Options, Middle Office, Bonds, Bloomberg Terminal, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Singleton Corporation (Est. 1947) June 2014 - Present
Stifel August 2012 - April 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cicerone Capital September 2009 - June 2010
GBQ Capital LLC September 2006 - January 2009
Martinet Recchia June 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Financial Analysis, LBO, Business Valuation, New Business Development, CPA, Accounting, Analysis, M&A experience, Divestitures, Capital Markets, Tax, DCF, Capital IQ, Microsoft Excel, Series 63, Series 79, Mergers & Acquisitions
Education
Ohio University 2002 — 2006
B.A., Accounting and Business Pre-Law
Bank of America Merrill Lynch November 2014 - Present
Cognito June 2014 - November 2014
ASX April 2012 - February 2014
Citi November 2006 - April 2012
PPR Australia January 2006 - November 2006
Wise McBaron Communication September 2004 - January 2006
Skills
Corporate Communications, Strategic Media..., Internal Communications, Issues Managment, Stakeholder Engagement, Writing, Editing, Speech Writing, Event Management, Financial Markets, Internal, Press Releases, Thought Leadership, Strategic Planning, Newsletters, Banking, Communications Planning, Crisis Management, Investor Relations, Marketing Communications, Crisis Communications, Financial Services, Reputation Management, Public Relations, Media Relations, Strategic Communications
Education
QUT 2001 — 2003
Bachelor of Business., Public Relations/ Advertising
QUT 2004 — 2004
Graduate Certificate Arts, Journalim
The Australasian Investor Relations Association 2010 — 2010
Diploma of Investor Relations, Investor Relations
NYU School of Professional Studies 2015 — 2016
Certificate in Digital Marketing
Bank of America Merrill Lynch July 2015 - Present
ABL Properties, Inc. June 2014 - August 2014
University of Oregon - Business Innovation Institute February 2014 - June 2014
Olsson Industrial Electric October 2011 - April 2014
United States Marine Corps January 2009 - August 2011
United States Marine Corps 2002 - January 2009
Skills
Leadership, Military, Military Experience, Operational Planning, Military Operations, Command, DoD, Helicopters, Defense, National Security, Force Protection, Weapons, Management, Training, Project Management
Education
University of Oregon - Charles H. Lundquist College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Oral Roberts University 1998 — 2002
BA, Mass Communications
Consumers Energy July 2014 - Present
Consumers Energy - 2 year rotation program February 2013 - July 2014
Bank of America Merrill Lynch May 2012 - January 2013
RBC September 2011 - December 2011
Bank of America Merrill Lynch May 2009 - August 2009
Four Seasons Hotels and Resorts September 2008 - December 2008
CaseWare International Inc. January 2008 - April 2008
Innovative Vision Marketing Inc 2005 - 2007
Skills
Electrical Engineering, Smart Grid, Power Systems, Smart Metering, Quality Center, MS Project, Root Cause Analysis, Engineering, Troubleshooting, Energy Management, Instrumentation, Microsoft Project, Project Management, Energy, Project Planning, Power Plants, Testing, Factory, Electricians, Power Generation
Education
Northwood University - DeVos Graduate School 2015 — 2017
Master of Business Administration (MBA)
University of Waterloo 2007 — 2012
Bachelor of Applied Science (B.A.Sc.)
David and Mary Thomson C.I. 2004 — 2007
High School Diploma
Bank of America Merrill Lynch July 2015 - Present
Ohio University August 2013 - July 2015
Bank of America June 2014 - August 2014
Infosys Technologies Ltd July 2011 - July 2013
Skills
Java Enterprise Edition, Java, XML, Requirements Analysis, Struts, Core Java, Business Analysis, Web Services, jQuery, Apache, PL/SQL, JavaScript, Spring, Testing, SQL, SOAP, Requirements Gathering, Software Project..., SDLC, C, Business Intelligence, JSP, JSF, Business Process, J2EE Application..., Oracle, Eclipse, DB2, Python, Sybase, Netezza, Spring Framework
Education
Ohio University 2013 — 2015
Master of Science (MS), Industrial and Systems Engineering, 3.95/4
West Bengal University of Technology 2007 — 2011
Bachelor of Technology (BTech), Electronics and Communication Enginering
Amherst Holdings LLC - Single Family Residential September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
J.P. Morgan July 2010 - June 2013
Marcus & Millichap January 2010 - July 2010
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Bloomberg, Equities, Alternative Investments, Strategic Planning, Asset Allocation, Valuation, Portfolio Management, Fixed Income
Education
Pace University - Lubin School of Business
Masters, Finance
Syracuse University - Martin J. Whitman School of Management
Bachelors, Finance
Morgan Stanley July 2015 - Present
FCBank, a division of CNB Bank April 2014 - July 2015
Bank of America Merrill Lynch May 2010 - March 2014
KeyBank 2005 - 2009
Fifth Third Bank 2001 - 2005
Skills
Commercial Lending, Loans, Small Business Lending, Financial Services, Commercial Banking, Credit, Banking, Mortgage Lending, Credit Analysis, Private Banking, Consumer Lending, Wealth Management, Residential Mortgages, Treasury Management, Investments, Series 7, Loan Origination, Series 63, Retail Banking, Refinance, Lines Of Credit, Cross Selling, Relationship Management, Cash Management, Deposits, Commercial Mortgages, Mortgage Banking, Series 65
Education
Ohio Dominican University 1999 — 2001
Business Administration
Wright State University 1991 — 1994
Bank of America Merrill Lynch September 2014 - Present
Bank of America July 2014 - September 2014
Bank of America July 2011 - July 2014
Bank of America March 2011 - July 2011
SunTrust July 2006 - July 2007
Skills
Commercial Banking, Retail Banking, Banking, Loans, Credit, Credit Analysis, Consumer Lending, Credit Risk, Commercial Lending, Small Business Lending, Mortgage Lending, Cross Selling, Branch Banking, Loan Origination, Financial Risk, Deposits, Credit Cards, Portfolio Management, Lines Of Credit, Mortgage Banking, Risk Management, Training
Education
Old Dominion University 2008 — 2010
Bachelor's degree, Mass Communication and Marketing
Thomas Nelson Community College 2006 — 2008
Associates Degree, Adminastration
Deutsche Bank May 2014 - Present
Cowen and Company July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - June 2013
Occidental College Blyth Fund April 2009 - April 2011
Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity (SEO) May 2010 - August 2010
Centinela Capital Partners LLC June 2009 - November 2009
AMA Properties LLC January 2009 - November 2009
Occidental College February 2008 - May 2009
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Investments, Factset, Excel, Series 7, Series 66
Education
Occidental College 2007 — 2011
Bachelor of Arts, Economics
Bank of America Merrill Lynch 2015 - Present
LJA Consulting 2014 - 2015
Citigroup 2010 - 2013
LJA Consulting 2009 - 2010
BNY Mellon 2004 - 2008
LJA Consulting 2002 - 2004
JPMorgan Chase 1988 - 2001
JPMorgan Chase 1986 - 1988
Skills
Mutual Funds, Securities, Fixed Income, Hedge Funds, Alternative Investments, Global Custody, Wealth Management, Asset Managment, Financial Services, Investments, Strategy, Asset Management, Investment Management, Process Improvement, Management, Operations Management, Cross-functional Team..., Leadership Development, Change Management, Launching Start-ups, Onboarding, Business Development, Private Equity, Emerging Markets, Relationship Management, Leadership, Equities, Risk Management, Portfolio Management, Derivatives, Banking, Back Office, Financial Markets, Capital Markets, Investment Banking, Operational Risk, Middle Office
Education
Pace University - Lubin School of Business
BBA, Business Management
Bishop Loughlin MHS
Northern Trust Corporation November 2013 - Present
Bank of America Merrill Lynch May 2011 - November 2013
Bank of America Merrill Lynch October 2009 - May 2011
Wayman Fulton L.L.C. 2003 - 2011
Oliva Foods, Inc. 2001 - 2007
Skills
Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Equities, Business Analysis, Investment Banking, Portfolio Management, Derivatives, Finance, Risk Management, Management, Production Support
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
University of Notre Dame 1997 — 2001
BA
Bank of America Merrill Lynch October 2013 - Present
US Trust / Bank of America September 2009 - October 2013
Trade Station Securities September 2007 - October 2008
Merrill Lynch October 1998 - September 2002
Skills
Formal credit training, Business Analysis, Cross Selling, New Business Development, Investment Strategies, Risk Assessment, Credit Analysis, Residential Mortgages, Loans, Banking, Credit, Series 7, Financial Advisory, Wealth Management..., Relationship Management, Wealth Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Business Administration
St. Thomas Aquinas College 1995 — 1997
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of the West February 2012 - August 2015
Bank of the West 2010 - April 2012
Sterling Savings Bank 2005 - 2010
U.S. Bank 2000 - 2005
Skills
Commercial Lending, Commercial Banking
Education
Oregon State University
Bank of America Merrill Lynch January 2014 - Present
NIIT Technologies Limited October 2011 - January 2014
SEI Investments April 1997 - January 2014
NIIT Technologies Ltd. March 2008 - September 2011
NIIT Technologies October 2005 - February 2008
NIIT Technologies July 2002 - September 2005
NIIT Technologies July 1998 - June 2002
NIIT Technologies April 1997 - June 1998
NIIT Limited December 1995 - March 1997
Skills
Program Management, Requirements Analysis, SDLC, Team Leadership, Project Management, Management, Software Project..., Quality Assurance, Vendor Management, Resource Management, Web Development, ERP, SOA, Microsoft SQL Server, IT Strategy, Budget Forecasts, Mentoring, Applications..., Delivery Management, Process Improvement, Global Delivery, Engagement Management, Offshoring
Education
Villanova University 2009 — 2012
MBA, International Business & Strategic Management
Osmania University
BS, Computer Science
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch December 2010 - September 2013
Bank of America November 2008 - November 2010
Bank of America November 2006 - November 2008
PPG Industries April 2005 - November 2006
Skills
Capital Markets, Bloomberg, Derivatives, Credit, Financial Modeling, Equity Research, Financial Analysis, Valuation, Corporate Finance, Series 7
Education
Ohio University 2001 — 2005
Finance, Marketing
Bank of America May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
TPG-Axon Capital June 2008 - March 2011
Banc of America Securities August 2006 - June 2008
Electronic Data Systems/ ABN AMRO BANK June 2004 - August 2006
General Motors 2002 - 2004
Education
Oakland University
Management Information Systems
Bank of America Merrill Lynch September 2015 - Present
Apollo Bank October 2012 - February 2015
JPMorgan Chase & Co. 2011 - 2012
Banco Popular de Puerto Rico August 2006 - October 2009
Skills
Loans, Banking, Retail Banking, Small Business Lending, KYC, Consumer Lending, Cross Selling, Branch Banking, Customer Service, Deposits, Microsoft Excel, Core Banking, Internet Banking, Spanish, PowerPoint, Commercial Banking, Credit, Investment Banking, Home Equity Lines of...
Education
Nova Southeastern University
Kellogg School of Management November 2013 - Present
Bank of America Merrill Lynch February 2011 - November 2013
Bank of America Merrill Lynch August 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Strategies, Strategy, Equities, Portfolio Management, Business Strategy, Sales Presentations, Asset Allocation, Leadership Development, Diversity & Inclusion, Diversity Training, Career Development..., Personal Development, Presentation Development, Diversity Program..., Speaking Engagements, Portfolio Strategy, ETFs, Closed-end Funds, Strategy Development, Sales Management, Sales Skills Training, Presentation Coaching, Diversity Recruitment
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Analytical Finance, Management & Strategy/Organizations
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance
Evanston Township High School 1993 — 1997
Bank of America April 2014 - Present
Bank of America June 2013 - April 2014
Oregon State Investment Group April 2011 - June 2013
Dean's Student Leadership Circle March 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Oregon State Investment Group September 2011 - April 2012
Oregon State Finance Club April 2011 - March 2012
Spectrum Strategic Capital Management June 2011 - September 2011
Oregon State Investment Group September 2010 - April 2011
Oregon State Finance Club September 2009 - February 2011
Skills
Financial Analysis
Education
Oregon State University 2009 — 2013
Bank of America Merrill Lynch April 2011 - January 2015
Bank of America March 2009 - April 2011
Skills
Banking, Commercial Banking, Microsoft Excel, Microsoft Word, Communication, Customer Service, Training, Customer Satisfaction, Team Building, Team Leadership, Leadership, Teamwork
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), 3.31
Old Dominion University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Scotiabank April 2013 - Present
Scotia Capital February 2011 - March 2013
Nomura Securities August 2010 - September 2010
Bank of America Merrill Lynch January 2008 - July 2010
Merrill Lynch February 2004 - December 2007
Keane Inc. July 2000 - September 2005
Goldman Sachs March 1990 - May 2000
Manufacturer Hanover Trust August 1989 - March 1990
Coopers & Lybrand Consulting July 1987 - August 1989
Skills
Options, Equities, Electronic Trading, Series 7, FINRA, Trading Systems, Fixed Income, Derivatives, Investment Banking, Securities, Capital Markets, Risk Management, Financial Markets, Business Analysis, Trading, Banking
Education
Pace University 1983 — 1987
BS, Computer Science
Queen Elizabeth School
Queen Elizabeth School
Bank of America Merrill Lynch March 2011 - Present
Misys November 1998 - April 2011
Summit Systems November 1998 - November 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Business Analysis, FX Options, Trading Systems, Dodd-Frank, Bonds, Risk Management, Equity Derivatives, Requirements Analysis, Summit, SDLC, Structured Finance, Market Data, Middle Office, Hedging, CDS, SQL, Market Risk, Structured Products, Financial Markets, Swaps, Capital Markets, Back Office, Equities, Financial Risk, ABS, Quantitative Finance, Credit Risk, Financial Analysis, Valuation, Program Management, Risk, Excel, FX, Money Market, Team Leadership, Options
Education
Rutgers Business School 2006 — 2009
MBA, Finance
Pace University 1995 — 1999
finance
Nomura America Services June 2014 - Present
Citi September 2012 - June 2014
Societe Generale May 2010 - September 2012
Bank of America Merrill Lynch January 2005 - August 2010
Merrill Lynch Financial Advisor Center January 2005 - March 2007
Personal experience and Private contracting May 2002 - October 2004
Skills
Banking, Fixed Income, Financial Analysis, Cash Management, Risk Management, Finance, Portfolio Management, Credit, Financial Services, Securities, Account Reconciliation, FX Options, Process Control, Data Modeling, Treasury, SDLC, Capital Markets, Accounting, Internal Controls, CRM, Settlement, Funding, Management, Treasury Management
Education
Pace University - Lubin School of Business 2008 — 2011
MS, Accounting
Rider University 2000 — 2004
BA, Finance
Bank of America Merrill Lynch August 2003 - Present
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA
Bank of America Merrill Lynch 2014 - Present
Merrill Lynch 1989 - Present
Skills
SDLC, PMO, Vendor Management, Risk Management, Business Analysis, Project Portfolio..., Banking, PMP, Project Delivery, Software Project..., Portfolio Management, Visio
Education
Cleveland heights
Ohio University
U.S. Bank February 2011 - Present
Bank of America Merrill Lynch October 2006 - February 2011
U.S. Bank April 2004 - September 2006
Bank of America August 1990 - April 2004
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Real Estate and Finance
University of Wisconsin-Madison 1982 — 1986
Bachelor of Arts (B.A.), Economics
AIG January 2013 - Present
Federal Reserve Bank of New York March 2009 - January 2013
Bank of America Merrill Lynch April 2007 - March 2009
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Accounting, Loans, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Finance, Equities, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Fixed Income, Investments, Risk Management, Banking
Education
Pace University - Lubin School of Business
BBA - Accounting, Masters in Finance
Bank of America Merrill Lynch February 2011 - Present
Enterprise Rent-A-Car December 2006 - January 2010
Accountemps August 2006 - November 2006
Horeb SDA Church April 1997 - January 2005
Education
Oakwood College 2002 — 2006
BS, Finance
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America Merrill Lynch January 2010 - July 2011
Bank of America Merrill Lynch August 1997 - January 2010
Bank of America - Global Wealth & Investment Management August 2003 - January 2006
HFS Mobility Services March 1994 - August 1997
Skills
Succession Planning, Recruiting, Leadership, Talent Management, Training, Human Resources, Vendor Management, Sourcing, Employee Relations, Performance Management
Education
Northwood University
Bachelor's, Business Administration
AIG June 2015 - Present
CCC Information Services July 2013 - July 2015
Bank of America Merrill Lynch September 2010 - February 2013
JetBlue Airways 2009 - 2010
Standard & Poor's 2005 - 2008
ADP 2005 - 2005
Skills
Teamwork, Leadership Experience, Test Planning, Quality Assurance, Team Management, Quality Center, Regression Testing, Test Cases, SQL, Data Analysis, SDLC, User Acceptance Testing, Testing, HP Quality Center, Visio
Education
Osmania University 1997 — 2002
Masters, Computers
St.Anns high school 1981 — 1997
School and graduation, Computers
Bank of America Merrill Lynch September 2010 - Present
Bank of America September 2008 - September 2010
Skills
Portfolio Management, Credit, Relationship Management, Commercial Banking, Small Business, Business Development, Commercial Lending, Retail Banking, Financial Analysis, Small Business Lending, Treasury Services, Treasury Management, Cross Selling, Management
Education
Oakland University 2003 — 2007
Bachelore's Degree, Communication, General
Capital One Investing March 2015 - Present
Bank of America, Merrill Lynch January 2012 - March 2015
Citigroup June 2010 - December 2011
JP Morgan Chase July 2009 - May 2010
Legg Mason March 2006 - December 2008
Legg Mason September 2004 - March 2006
Citigroup September 2001 - September 2004
Citigroup September 1998 - August 2001
AIG SunAmerica 1996 - 1998
Skills
Mutual Funds, Wealth Management, Asset Management, Investments, Financial Planning, Banking, Investment Products, Sales Management, Series 7, Series 63, Financial Markets, Financial Advisory, Fixed Income, Equities, Retirement, Investment Strategies, Investment Advisory, Asset Allocation, Client Service, Insurance, Bonds, Portfolios, Annuities, Strategic Financial..., Financial Services, Asset Managment, ETFs, Investment Management
Education
Pace University 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University - Lubin School of Business 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelors of Business Administration, Marketing Management
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Citi March 1982 - March 2008
Education
Northwestern University - Kellogg School of Management
MBA
U.S. Bank December 2012 - Present
AIS Fund Administration January 2012 - November 2012
Merrill Lynch April 2006 - December 2011
Bank of America Merrill Lynch April 2006 - December 2011
Ana-Data March 2005 - June 2007
AIG 2005 - 2006
CMC Americas 1997 - 2005
Telcordia Technologies October 1997 - October 2001
CMC Ltd 1995 - 1997
Skills
WPF, Web Services, ASP.NET, WinForms, AJAX, IIS, JavaScript, Windows, C#, C++, FpML, WCF, .NET, TFS, SQL Server, XML, ADO.NET, LINQ, SOA, SQL, Agile, UML, Design Patterns, SSRS, HTML, XAML, XSLT, Multithreading, T-SQL, OOP, TDD, Java, Software Project..., Database Design, PL/SQL, Software Design, Continuous Integration, Object Oriented Design, Software Development, Entity Framework
Education
Osmania University 1992 — 1995
MCA, Computer Applications
OpenDSP January 2015 - Present
MediaCrossing Inc. January 2013 - December 2014
Bank of America Merrill Lynch March 2009 - June 2012
Bank of America June 2002 - March 2009
Bank of America June 2000 - June 2002
Lehman Brothers August 1997 - June 2000
Skills
Exotic Derivatives, Quant, Quantitative Finance, Structured Products, Equity Derivatives, Volatility, Series 7, R, C++, Matlab, SQL, Statistical Modeling, Python, Financial Engineering, Derivatives, Adaptive Control, Trading Strategies, Quantitative Investing, Fixed Income, Trading Systems, Digital Media, Machine Learning, Hedge Funds, Electronic Trading, Options, Capital Markets, Equities, FX Options, Financial Markets, Market Risk, Proprietary Trading, Trading, Quantitative Analytics, Interest Rate..., Investment Banking, Market Data, Bloomberg, Equity Trading, Portfolio Optimization, Swaps, VBA, Big Data, Scala, Data Science, Spark, MapReduce, Statistics, Risk Management, Financial Risk, Strategy
Education
Ohio University 1991 — 1997
Ph.D., Physics
The Goethe University Frankfurt 1988 — 1991
Physics
L&T Infotech December 2011 - Present
Bank of America Merrill Lynch March 2011 - December 2011
Wipro BPO September 2006 - February 2010
Indiabulls April 2006 - September 2006
Skills
Capital Markets, Investment Banking, Prime Brokerage, Global Custody, Securities, Equities, Settlements, Business Analysis, Documentation, Settlement, Back Office, Middle Office, Financial Services, Corporate Actions, Analysis, Requirements Gathering, Finance, Software Documentation, Investments, Derivatives
Education
Osmania University 2004 — 2006
MBA, Finance
Osmania University 2001 — 2004
BCA, Computers
CBSECentral Board of Secondary Education - New Delhi 1997 — 1998
Bank of America Merrill Lynch June 2014 - Present
Bank of America September 2009 - Present
Merrill Lynch September 2000 - September 2009
Natixis June 2000 - September 2000
Lazard Freres & Co. July 1999 - May 2000
Oppenheimer Capital June 1996 - June 1999
Skills
ITIL, Fixed Income, Trading, Vendor Management, IT Management, Risk Management, Incident Management, PMO, Commodity, SDLC, Integration, Program Management, Disaster Recovery, IT Strategy, PMP, Banking, Information Security, Active Directory, Requirements Gathering, Governance, Information Technology, Management, Data Center, Business Analysis, Servers, Security, Trading Systems, Relationship Management, Project Portfolio..., Enterprise Architecture, Business Continuity, Project Management, Business Intelligence, Virtualization, Business Process..., Requirements Analysis, Visio, Project Delivery, Outsourcing, IT Operations, Analysis, Process Improvement, Software Project...
Education
Pace University 2002 — 2005
Master of Science (M.S.), Information Systems
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Bank of America February 2014 - Present
Graduate School at Stony Brook Unviersity January 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
CMC LTD May 2011 - May 2012
Skills
Android, Mobile Applications, Android SDK, Android Development, AngularJS, Java, iOS Development, HTML, C++, C, Eclipse, Programming, JavaScript, jQuery, CSS3, Photoshop, ASP.NET MVC, JSP, Servlets, SQL, PHP, HTML5, Data Structures, Core Java, CSS, Unit Testing, Karma, RequireJS
Education
State University of New York at Stony Brook 2012 — 2013
Master's degree, Computer Science
Osmania University 2008 — 2012
Bachelor's Degree, Computer Science
Sri Chaitanya Junior kalasala, Hyderbad 2006 — 2008
High School, Mathematics, Physics, Chemistry
Sri Krishnaveni Talent School, Hyderabad 2002 — 2006
Merrill Lynch April 2013 - Present
Aj's Tumbling July 2009 - Present
USA Gymnastics November 2005 - Present
Bank of America Merrill Lynch June 2011 - March 2013
Harris Bank February 2011 - May 2011
Skills
Risk Management, Banking, Investments, Financial Services, Finance, Strategy, Strategic Planning, Training, Financial Risk, Series 7, Mutual Funds, Securities, Wealth Management, Customer Service, PowerPoint, Microsoft Office, Portfolio Management, Retirement Planning, Mortgage Lending, Asset Allocation, Insurance, Financial Advisory, Financial Analysis, Retirement, Financial Planning
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
Bachelor's, Finance
J.P. Morgan Asset Management March 2014 - Present
Deutsche Bank August 2012 - March 2014
Royal Bank of Scotland August 2011 - July 2012
Standard Chartered Bank February 2010 - March 2011
Bank of America Merrill Lynch October 2009 - January 2010
Crédit Agricole CIB May 1997 - April 2009
Skills
Capital Markets, Derivatives, Equities, Hedge Funds, Investments, Mutual Funds, Securities, Strategic Financial...
Education
Rutgers University-New Brunswick
Bachelor’s Degree
NYU School of Professional Studies
Paralegal Diploma
Mission San Jose High School August 2015 - Present
FTC Team 7591: Voltage of Imagination June 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Botball Team 0535: Polaris December 2014 - April 2015
Skills
Peer Support, iOS Development, Journalism, Programming, CSS, Public Speaking, Social Media, Microsoft Word, Technical Theatre, Technical Production, Android, Java, Microsoft Excel, Leadership, Web Development, Microsoft Office, Software Development, Photoshop, Python, Event Planning, Teaching, C, C
Education
Mission San Jose High School 2012 — 2016
Ohlone College 2013 — 2016
California State Summer School for Mathematics and Science, UCSC 2014 — 2014
Number Theory and Logic
Unum February 2015 - Present
Bank of America January 2012 - December 2014
Bank of America Merrill Lynch May 2010 - December 2011
UBS May 2008 - April 2010
Futures First Info. Services Pvt. Ltd. April 2007 - March 2008
Skills
WebSphere, WebSphere MQ, WebSphere Application..., websphere service..., JBoss Application Server, ibm support assistant, SQL, SDLC, Java Enterprise Edition, Oracle, Microsoft Office, WinSCP, Putty
Education
United Business Institutes 2012 — 2013
Master's Degree
Osmania University 2003 — 2007
Bachelor's Degree
Bank of America Merrill Lynch June 2014 - August 2014
Mubadala GE Capital PJSC May 2010 - August 2013
Rasameel Investment Bank (DIFC) Limited February 2008 - March 2010
HSBC Bank plc September 2005 - January 2008
Wallem Ship Management Inc, January 2001 - June 2002
Skills
Structured Finance, Investments, Leveraged Finance, Financial Institutions, Shipping, Valuation, DCM, Corporate Finance, Private Placements, Financial Modeling, Capital Markets, Emerging Markets, Investment Banking, Risk Assessment
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Southampton Solent University 2002 — 2005
BSc(Hons), Maritime Business, First Class Honours
The Lawrence School Sanawar 1991 — 2000
Aon Hewitt December 2011 - Present
Bank of America Merrill Lynch January 1986 - September 2011
JC Penney January 1982 - January 1986
Skills
Vendor Management, SDLC, PMP, Software Project..., IT Strategy, Requirements Analysis, Business Analysis, PMO, Project Portfolio..., Project Management, Team Building, Business Process, Strategic Planning, Project Planning, Change Management, Visio, Program Management, Management, ITIL, Release Management, Integration, Business Intelligence, MS Project, Enterprise Architecture, Requirements Gathering, SharePoint, Resource Management, Leadership, Process Improvement, IT Service Management, Business Requirements, Oracle, Outsourcing, IT Management, Business Process..., Risk Management, Project Delivery, Data Warehousing, Service Delivery, Governance, Disaster Recovery, Testing
Education
Pace University - Lubin School of Business 1977 — 1982
BBA - MIS, Computer Science
Pace University - Lubin School of Business 1977 — 1982
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Phoenix September 2015 - Present
Bank of America January 2011 - March 2015
Bank of America Merrill Lynch January 2010 - April 2012
Bank of America Merrill Lynch July 2009 - December 2010
Regent University January 2007 - December 2010
Bank of America September 2006 - December 2009
Bank of America 2003 - 2006
Bank of America 2001 - 2003
Panasonic 1996 - 2001
Household Credit Services 1992 - 1996
Skills
Business Process..., Strategy, Process Improvement, Program Management, Banking, Vendor Management, Leadership, Management, Change Management, Operations Management, Organizational Design, Outstanding people..., Six Sigma, Project Planning, Financial Analysis, Cross-functional Team..., IT Strategy, Project Management, Analysis, People Development, Motivation, Analytics, Executive Management, Forecasting, Risk Management, Business Analysis, Relationship Management, Strategic Planning, Training, Financial Services, Finance
Education
Regent University 2002 — 2006
Doctorate, Strategic Leadership
Regent University 1999 — 2002
M.A., Organizational Leadership
Old Dominion University 1984 — 1990
B.S., Psychology
Deep Creek High School 1983 — 1983
Bank of America Merrill Lynch June 2015 - August 2015
National Hockey League January 2014 - January 2015
Skills
Public Speaking, Economic Research, Leadership, Microsoft Excel, Microsoft Office, Project Planning, Client Relations Skills, Appointment Scheduling, Financial Transactions, Financial Analysis, Finance, Data Analysis, Market Research, Analysis, Microsoft Word, Time Management, Sales, Event Planning, Client Relations, Teamwork, Social Networking, Social Media, PowerPoint, Research
Education
Pace University 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, 3.4
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch December 2007 - Present
ABN AMRO/LaSalle Bank August 2004 - December 2007
Skills
Performance Consulting, Banking, Commercial Banking, Loans, Retail Banking, Instructional Design, Needs Analysis, Performance Improvement, Performance Management, Leadership Development, Change Management, Learning Management..., Training Delivery, Coaching, Talent Management, Risk Management, Blended Learning, Learning Management, Leadership, Relationship Management, Training, ADDIE, Onboarding, Management Development, Small Business Lending, Organizational..., Employee Training, Financial Services, Workshop Facilitation, Organizational..., Employee Engagement, Consumer Lending, Cross Selling, Succession Planning, Mortgage Banking, Career Development
Education
Roosevelt University 2008 — 2013
Master of Arts (MA), Training & Development, 4.0
Roosevelt University 1990 — 1995
Bachelor of Arts (BA), Psychology
Olivet Nazarene University 1987 — 1989
United States District Court for the Northern District of Illinois September 2014 - December 2014
Cleary Gottlieb Steen & Hamilton LLP May 2014 - August 2014
Bank of America Merrill Lynch June 2014 - July 2014
Yulchon Law Firm May 2013 - August 2013
Milbank, Tweed, Hadley & McCloy LLP June 2012 - August 2012
LocalResponse January 2011 - June 2012
Education
Northwestern University School of Law 2012 — 2015
Juris Doctor, Cum laude
Tufts University 2006 — 2010
BA, International Relations, East Asian Studies, Summa cum laude
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Goldman Sachs January 2013 - August 2013
CFA Institute & NYSSA January 2013 - March 2013
BDO Capital Advisors, LLC September 2012 - December 2012
Longroad Asset Management May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Modeling, Valuation
Education
Villanova University 2013 — 2016
Bachelor's degree, Applied Economics
Pace University - Lubin School of Business
Bachelor of Science (BS), Finance, General
Saint Francis Preparatory High School 2005 — 2009
Training the Street
Bank of America Merrill Lynch May 2015 - Present
Infosys November 2014 - Present
UBS November 2014 - May 2015
PIMCO - Pacific Investment Management Company March 2013 - October 2014
RGA - Reinsurance Group of America April 2012 - January 2013
Turnkey Technologies, Inc. January 2012 - April 2012
TALX - Equifax Workforce Solutions June 2011 - January 2012
Aspect Software March 2004 - January 2012
Calsoft Systems June 2000 - February 2004
www.sebsonline.org June 2000 - February 2004
Skills
Web Services, C#, XML, Integration, ASP.NET, Solution Architecture, SQL, JavaScript, CRM, SSRS, Web Applications, Microsoft CRM, Microsoft Dynamics, WPF, Testing, Data Migration, .NET
Education
Ohio Wesleyan University 1996 — 2000
B.A., Computer Science
Budhanilkantha School 1985 — 1995
A-Level
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2008 - Present
Parsons Brinckerhoff 2006 - 2008
GENPACT LLC May 2003 - August 2005
Globarena Technologies Pvt. Ltd. March 2002 - May 2003
Skills
Problem Solving, Project Management, Collaboration, Strategic Planning, People Skills, Highly motivated..., Innovation, Production Support, Software Development, Quality Management, Budgets, Risk Management, Business Analysis, Business Process..., Process Improvement, Stakeholder Management, Project Portfolio..., Enterprise Architecture, Change Management, IT Strategy, SDLC, Vendor Management, Resource Management, Business Intelligence, Software Project..., Requirements Analysis, Equities, Service Delivery, IT Service Management, Requirements Gathering, Disaster Recovery, Integration, Offshoring, PMP, IT Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Osmania University 1999 — 2002
Masters in Computer Applications, Computer Sciences
Osmania University
Bachelor of Science
Atkinsons High School
USAA May 2013 - Present
Bank of America Merrill Lynch December 2009 - April 2013
Merrill Lynch September 2008 - December 2009
American Express June 2008 - August 2008
Skills
Finance, Bloomberg, Derivatives, Bloomberg Terminal, Fixed Income, Financial Modeling, Microsoft Office, Equities, VBA, Financial Analysis, Valuation, Capital Markets, Microsoft Excel, Investment Banking, Data Analysis, Product Control, Access, CDS, Trading, Swaps, Financial Reporting, Statistics, Business Analysis, Dodd-Frank, CCAR, Risk Management, Stress Testing, Credit, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, Finance, Summa Cum Laude
Citi July 2015 - Present
Barclays July 2014 - July 2015
Barclays September 2012 - July 2014
JPMorgan Chase & Co October 2011 - September 2012
Cohen Legal Group, LLC June 2011 - September 2011
Bank of America Merrill Lynch January 2010 - May 2010
Skills
Bloomberg Terminal, Windows Sharepoint..., Microsoft Excel, Technical Analysis, Fundamental Analysis, Employee Database..., MI reports, ThomsonOne, SAP, Data Analysis, Equity Valuation, Fixed Income Analysis, Equity Derivatives, Options Strategies, Financial Analysis, Forecasting, Analysis, Capital Markets, Valuation, Bonds, Fixed Income
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics, Pre-Law
Bank of America November 2014 - Present
Bank of America June 2013 - November 2014
Bank of America June 2012 - June 2013
Bank of America Merrill Lynch November 2010 - June 2012
Bank of America Merrill Lynch June 2010 - November 2010
The Hartgen Group December 2009 - June 2010
Ohio University September 2007 - June 2009
Skills
Leadership, Data Analysis, PowerPoint, Financial Analysis, Microsoft Excel, Business Analysis, Business Strategy, Finance, Forecasting, Microsoft Office, Project Management, Quality Assurance, SQL, Training, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA, Business Finance
Ohio University 2005 — 2009
BBA, Economics, Finance
Telx August 2014 - Present
Take-Two Interactive Software, Inc. May 2012 - August 2014
Bklyn Beast January 2013 - December 2013
Insight Communications August 2010 - May 2012
Bank of America Merrill Lynch 2008 - August 2010
Banc of America Securities June 2008 - October 2008
Oncodiagnostic Laboratories June 2006 - August 2006
Cleveland Clinic June 2005 - August 2005
Skills
Corporate Development, Mergers, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Valuation, Financial Analysis, Debt, Capital Markets, Investments, Industry Analysis, Strategic Planning, Equities, Bloomberg, Credit Analysis, Excel, LBO, PowerPoint, Forecasting, DCF, Leveraged Finance, Telecommunications, Series 7, Capital IQ, Deal Execution, Cash Flow, Data Analysis, Industry Research, Microsoft Excel, Mergers & Acquisitions, Analysis, Portfolio Management, Strategy, Finance, Private Equity, Venture Capital, Business Planning, Business Development, Restructuring, M&A experience, Competitive Analysis
Education
Oberlin College 2004 — 2008
Bachelor's Degree, Economics, Biology, 3.55
McCann Realty Partners, LLC June 2013 - Present
ONEX Real Estate Partners April 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Kellogg School of Management August 2008 - June 2010
Realty Capital Partners June 2009 - August 2009
KBS Inc. October 2007 - August 2008
KBS Inc. May 2005 - October 2007
SCS Engineers July 2003 - May 2005
Skills
Business Analysis, Financial Modeling, Financial Analysis, Real Estate, Due Diligence, Investment Banking, Valuation, Investments, Mergers & Acquisitions, Corporate Finance, Asset Management, Capital Markets, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Real Estate
University of Virginia 2001 — 2003
MS, Civil Engineering
University of Virginia 1997 — 2001
BS, Civil Engineering
Banc of America Securities-Merrill Lynch August 2004 - Present
Bank of America-Merrill Lynch June 1969 - Present
BAS-ML June 1969 - September 2010
BofA Merrill Lynch Global Research 1969 - 2010
Merrill Lynch - Global Securities Research January 1998 - August 2004
Skills
Economics, Fixed Income, Portfolio Management, Equities, Investment Strategies, Analysis, Management, Bloomberg, CRM, Financial Advisory, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business 1991 — 2002
BBA, Economics
Bank of America Merrill Lynch March 2015 - Present
TEKsystems March 2015 - Present
Bank of Tokyo-Mitsubishi UFJ October 2013 - December 2014
INSYS Group, Inc. March 2013 - December 2014
Bank of Tokyo-Mitsubishi UFJ March 2013 - October 2013
TechnoDyne LLC April 2011 - July 2011
BNY Mellon April 2011 - July 2011
Credit Suisse , USA October 2007 - April 2009
Credit Suisse , Dubai January 2005 - October 2007
Alliance Global Services ( Formerly - Fusion Technologies India Pvt. Ltd ) May 2003 - December 2004
Skills
Disaster Recovery, Security, Data Center, Risk Mitigation, Vendor Management, Business Continuity, IT Governance, IT Strategy, IT Operations, IT Management, Visio, Integration, ITIL, Risk Management, Governance, Software Documentation, Process Improvement, Management, Servers, Databases, Project Management, SDLC, CRM, Information Security, Information Technology, IT Audit, Analysis, Strategy, ERP, Testing, Team Leadership, Risk Assessment, PMP, Cross-functional Team..., Requirements Analysis, Information Security..., Enterprise Architecture, Business Analysis, Project Portfolio..., Solution Architecture, Business Intelligence
Education
National Institute of Information Technologies 1992 — 1997
Graduate NIIT, Systems Management
Osmania University 1989 — 1992
Bachelor of Science
University of Maryland Francis King Carey School of Law, Low Income Taxpayer Clinic August 2015 - Present
United States Attorney's Office May 2015 - Present
Robinson Robinson LLC September 2014 - May 2015
Zarin & Steinmetz May 2014 - August 2014
Fordham Preparatory School June 2007 - July 2013
Bank of America Merrill Lynch June 2011 - August 2012
Panera Bread September 2007 - December 2009
Skills
Research, Public Speaking, Entrepreneurship, Management, Economics, Microsoft Excel, Written & Oral..., Legal Research, Press Releases, Legal Writing, Time Management, Training, Nonprofits, Fundraising, Legal Assistance, Corporate Law
Education
University of Maryland Francis King Carey School of Law 2013 — 2016
Doctor of Law (J.D.), 2L
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.) Cum Laude, Economics, History
Fordham Preparatory School 2005 — 2009
Bank of America Merrill Lynch January 2015 - Present
Consumer Reports November 2014 - November 2014
Vector Marketing July 2013 - October 2013
Albert Einstein College of Medicine August 2012 - August 2012
Skills
Microsoft Office, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Sales, Accounting, Teamwork, Training, Time Management, Customer Service, Social Media, Leadership, Social Networking, Microsoft Word, Public Speaking, Management
Education
Pace University - Lubin School of Business 2012 — 2016
Global Marketing, Human Resources Management/Personnel Administration, General
RSVP Events LLC July 2012 - Present
Bank of America Merrill Lynch November 2010 - Present
Citibank 2002 - 2010
Culpeper Group 1998 - 2002
Skills
Database Management, CISC, QTP, DB2, VBScript, SQL, ASP, XML, Java, IBM Mainframe, WinRunner, Unix, Management, Quality Center, SDLC, Database Admin, Regression Testing, Integration, Requirements Analysis, Business Analysis
Education
Pace University 1980 — 1984
BBA, Management Information Systems
Pace University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Management Information System
Bank of America Merrill Lynch May 2014 - Present
BNY Mellon 2007 - Present
Skills
Financial Reporting, Financial Modeling, Risk Management, Internal Audit, Business Analytics, Project Management, Financial Controls, Operational Controls, Regulatory Reporting, Regulatory Analysis, Compliance, SOX Testing, Business and Systems..., Global Human Resources..., Financial Systems..., Vendor Finance, Procurement, Business Process..., Corporate Communications, Internal Controls, Internal & External..., Account Management, PeopleSoft, Access Database, Blackline, SharePoint, Team Building, Team Leadership, Team Management
Education
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
French Lang, French Language Diploma
Pace University 1996 — 1999
Bachelor, Business Administration; General Business; Finance
Machon Gold Child Education 1993 — 1994
Associate's Degree, Child Education, Language, Philosophy
Bank of America Merrill Lynch October 2010 - Present
Citi October 2002 - May 2010
Persistence Software 2000 - 2002
Hotwire.com 1999 - 2000
1-800-Flowers.com 1997 - 1999
Tata Consultance services 1994 - 1996
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Osmania University 1990 — 1994
Engineering
JPMorgan Chase February 2013 - September 2014
Merrill Lynch January 2010 - July 2012
Bank of America –Merrill Lynch January 2010 - July 2012
Newedge USA LLC April 2007 - September 2009
Newedge Group April 2007 - August 2009
Dealogic October 2003 - April 2007
Dealogic October 2003 - April 2007
Skills
Equities, Business Requirements, Requirements Gathering, Trading Systems, SDLC, Business Analysis, Requirements Analysis, Visio, Derivatives, SQL, Capital Markets, Market Risk, User Acceptance Testing, Business Process, Integration, Management
Education
Pace University 2000 — 2002
Master of Science (M.S.), Management Information Systems and Services
Pace University
Master of Science, Information Systems
NIILM New delhi 1996 — 1998
Master of Business Administration (M.B.A.), Marketing and Information Systems
Northern Institute of Integrated Learning
Masters; MBA, Business Administration; Management
Millennium Management LLC June 2014 - Present
Bank of America Merrill Lynch February 2002 - June 2014
Igate Capital Financial Services February 2000 - January 2002
Lisec Software April 1998 - January 2000
Skills
Hedge Funds, Electronic Trading, Portfolio Management, Algorithmic Trading, Product Management, Trading Systems, Backtesting, Equities, Trading, Strategy, High Frequency Trading, Management, Analysis, Capital Markets, Quantitative Research
Education
NYU School of Professional Studies 2015 — 2015
Portfolio Management and Hedge fund strategies
New York Institute of Finance- Derivatives and Options Volatility Trading 2008 — 2008
Derivatives and Options Volatility Trading
Six Sigma 2007 — 2007
Global Markets electronic client onboarding
University of Mumbai 1993 — 1997
Bachelor of Engineering (B.E.), Computer Engineering
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Bank of America Merrill Lynch 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America 2004 - 2008
Mellon Bank 1999 - 2004
Citigroup 1993 - 1999
Security Pacific National Bank 1989 - 1992
Skills
Commercial Banking, Treasury Services, ACH, Cash Management, Treasury Management, Investments, Liquidity Management, Financial Services, Electronic Payments, Payments, Cross Selling, Banking Relationships, SWIFT payments, Financial Transactions, Treasury, Merchant Services, Credit Cards, Payment Systems, Relationship Management, Banking, Internet Banking, Liquidity
Education
Occidental College 1985 — 1989
Lakeside School 1981 — 1985
Bank of America Merrill Lynch April 2011 - Present
HSBC July 2008 - April 2011
HSBC April 2002 - June 2008
Skills
SDLC, Banking, Business Analysis, Requirements Analysis, PMP, Agile Methodologies, PMO, Project Management, Software Project..., Management, Testing, Requirements Gathering, IT Strategy, Project Portfolio..., Project Delivery, Business Intelligence, Business Requirements, Vendor Management, ITIL, Data Warehousing, Enterprise Architecture, Release Management, Governance, Integration, SOA, IT Management, Business Process, Resource Management, Agile Project Management, Visio, Solution Architecture
Education
Osmania University
Citi -IGATE March 2015 - Present
Citi - IGATE August 2014 - February 2015
SAP November 2011 - June 2014
Bank of America Merrill Lynch April 2011 - November 2011
Wells Fargo August 2010 - March 2011
Citizens Bank April 2008 - July 2010
Citi January 2003 - December 2007
Temenos January 2001 - December 2002
mpct solutions January 1991 - December 2000
Skills
Vendor Management, Business Analysis, Banking, Risk Management, Business Process, Business Intelligence, Project Management, Change Management, Requirements Analysis, Process Improvement, SAP, Mergers, Coaching, Program Management, Software Development, PMO, Credit, Integration, Mergers & Acquisitions, Management, Software Project..., Analysis, Strategy, Leadership, IT Strategy
Education
Pace University - Lubin School of Business
Bachelor, IT & Economics
Pace University - Lubin School of Business
Bank of America Merrill Lynch March 2013 - Present
JPMorgan Chase March 2012 - February 2013
JPMorgan Chase August 2011 - February 2012
JPMorgan Chase July 2010 - July 2011
JPMorgan Chase March 2009 - June 2010
JPMorgan Chase January 2008 - February 2009
JPMorgan Chase June 2006 - December 2007
Skills
Banking, Cash Management, Sales, Marketing, Commercial Banking, International Banking..., Credit, Credit Analysis, Financial Analysis, Treasury Management
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Walsh Jesuit High School 1998 — 2002
Bank of America Merrill Lynch June 2007 - Present
Bank of America August 2006 - June 2007
Bank of America November 2002 - August 2006
Bank of America June 1999 - October 2002
First Union April 1998 - June 1999
Interim Services, Inc. (Spherion) May 1996 - March 1998
Blockbuster Entertainment May 1994 - May 1996
Skills
Account Management, Credit Cards, Relationship Management, Sales, Product Management, Project Management, Treasury Services, Risk Management, Cash Management, Banking, Customer Service, Credit, Payments, Treasury Management
Education
Nova Southeastern University 1991 — 1994
Bank of America Merrill Lynch February 2001 - Present
Ivega June 2000 - February 2001
GeoTech Systems April 1999 - May 2000
SQL Star International July 1996 - March 1999
Skills
Fixed Income, Market Data, Electronic Trading, SDLC, Middle Office, Trading Systems
Education
Osmania University 1993 — 1996
Masters in Computer Applications, Computer Science
Osmania University 1990 — 1993
Bachelors in Science, Math, Computer Science and Physics
Lincoln International June 2014 - Present
Bank of America Merrill Lynch June 2012 - May 2014
Bank of America Merrill Lynch January 2010 - June 2012
Bank of America January 2008 - December 2009
LaSalle Bank May 2007 - December 2007
Skills
Commercial Lending, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Financial Modeling, Investment Banking, Capital Markets
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, Finance, Management, Marketing
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance, Spanish
Bank of America Merrill Lynch August 2014 - Present
Union Square Advisors August 2007 - August 2014
ThinkEquity Partners March 2004 - August 2007
Skills
Corporate Finance, Mergers, Investment Banking, Digital Media, Private Equity, Equities, Mergers and Acquisitions, Industry Expertise, Internet, Finance, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Princeton University 1991 — 1995
BA, History
Bank of America Merrill Lynch July 2007 - Present
Education
Oral Roberts University 1987 — 1991
Bachelor of Science (BS), Accounting
CVS Health September 2013 - Present
Bank of America Merrill Lynch July 2011 - August 2013
CRG May 2005 - June 2011
Vaptech November 2003 - April 2005
MITS June 2002 - October 2003
Skills
Oracle, Weblogic, Web Services, Technical Recruiting, Websphere, JSP, Staffing Services, Java, EJB, Microsoft SQL Server, Vendor Management, JMS, PL/SQL, JBoss Application Server, Management, IT Recruitment, JavaScript, Java Enterprise Edition, Unix, AJAX, .NET, IT Consulting, J2EE, Microsoft Office, RAD, WebSphere MQ, Solaris 8/9/10, Windows, 24x7 Production Support, Payments, Maximo, ClearCase, WSAD, PVCS, TOAD, HTML, Negotiation, TEAM MOTIVATOR, SALRY NEGOTIATION, Informatica 9.5.1, MicroStrategy 9.4.1, Informatica, IBM Mainframe, DB2 UDB, Eclipse, WebLogic, WebSphere
Education
Osmania University
Masters, Computers
Osmania University
Bachelors in Science, Maths, Physics, Chemistry
Bank of America Merrill Lynch January 2011 - Present
UnitedHealth Group 2010 - January 2011
NYK Line 2008 - June 2009
CIT Group November 2005 - January 2008
D&B / Computer Sciences Corp (CSC) 2004 - 2005
D&B / Computer Sciences Corp (CSC) 2002 - 2004
D&B / Computer Sciences Corp (CSC) 2000 - 2002
Skills
SDLC, IT Management, Quality Assurance, PMO, Project Management, Release Management, Change Management, Strategy, Management, Governance, Project Planning, Information Technology, Infrastructure, Software Project..., Process Improvement, Disaster Recovery, Agile Methodologies, ITIL, Analysis, Business Analysis, Enterprise Software, Outsourcing
Education
Pace University
Bachelor of Arts, Computer Science, Business Administration
Stevens Institute of Technology
Masters of Science, Technology Management
Bank of America - Merrill Lynch 2001 - Present
Deutsche Bank 2000 - 2001
Merrill Lynch 1993 - 2000
KPMG Audit 1991 - 1993
Education
Pace University - Lubin School of Business 1987 — 1991
BA, Accounting
Bank of America September 2013 - Present
Bank of America Merrill Lynch March 2002 - Present
InfiNet 2001 - 2002
BC Harris Publishing 1999 - 2001
MCI WorldCom 1996 - 1999
Alta Systems, Inc. 1994 - 1996
TAI 1992 - 1994
United States Department of Defense 1989 - 1992
Skills
Requirements Analysis, Systems Analysis, Business Analysis, Process Modeling, Data Modeling, Banking, User Acceptance Testing, System Testing, Project Management, Credit Cards, SDLC, HTML, SQL, Smalltalk, Java, JavaScript, Visio, Perl Script, ASP.NET, Rational Rose..., COBOL, JCL, Risk Management, Program Management, Business Process..., Disaster Recovery, Oracle, Enterprise Architecture, Requirements Gathering, Process Improvement, Vendor Management, Management, Databases, Integration
Education
Old Dominion University 1985 — 1989
Management Information Systems
Venbrook Insurance Services February 2015 - Present
Aon Risk Solutions August 2012 - February 2015
Bank of America Merrill Lynch April 2011 - August 2012
Barclays Capital August 2009 - April 2011
Lehman Brothers June 2008 - August 2008
Johnson & Johnson 2003 - 2007
Pfizer January 1999 - January 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Due Diligence, Private Equity, Capital Markets, Business Strategy, Corporate Development, Strategic Planning, Mergers & Acquisitions, Leveraged Finance, Venture Capital, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, & Management and Organization
University of Hartford 1997 — 1999
MA, Clinical Psychology
University of Wisconsin-Madison 1995 — 1997
BS, Psychology
SS&C GlobeOp April 2015 - Present
Bank of America Merrill Lynch November 2009 - April 2015
Merrill Lynch April 2008 - November 2009
Merrill Lynch April 2007 - April 2008
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
MetLife Investments October 2014 - Present
First Light Capital LLC March 2014 - October 2014
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch June 2012 - August 2012
Fitch Ratings January 2010 - August 2011
Fitch Ratings December 2008 - January 2010
Fitch Ratings July 2007 - December 2008
Skills
Credit Analysis, Financial Modeling, Leveraged Finance, Relative Value, Valuation, Investments, Corporate Finance, Investment Banking, Portfolio Management, Credit, Real Estate, Real Estate Development, LBO, Loan Origination
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Finance / General Management
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance, with Honors, summa cum laude
Bank of America Merrill Lynch September 2012 - Present
Credit Suisse November 2009 - August 2012
JPMorgan April 2008 - October 2009
Bear Stearns December 2002 - March 2008
Skills
Sybase, SDLC, PL/SQL, Prime Brokerage, Unix, Compliance, Shell Scripting, Web Services, SQL Server, Application Development, .NET, Perl, T-SQL, SQL, Java, Equities, Software Design, Architecture, Analysis, SSIS, SOA, Data Warehousing, Weblogic, Informatica, WPF, Autosys, DB2, SSRS, XML, WCF, C#, UML, Database Design, AJAX, ETL, VB.NET, Unix Shell Scripting, ASP.NET, NUnit, OOAD, C++, Databases, WinForms, SOAP, JavaScript, Linux, Crystal Reports, Software Development, C, RDBMS
Education
University of Hyderabad 2001 — 2003
M.Tech, Computer Science
Osmania University 1997 — 2001
BE, CSE
Bank of America Merrill Lynch May 2005 - Present
StayinFront April 2002 - April 2005
People Business Network May 2001 - April 2002
Dynamic Mobile Data March 2000 - May 2001
Skills
JavaScript, jQuery, .NET, SDLC, C#, HTML, XML, SQL Server, ASP.NET, AJAX, SQL, Visual Studio, CSS, LINQ, ADO.NET, WCF, IIS, Web Development, T-SQL, ASP.NET MVC, Application Development, HTML5, Microsoft SQL Server, ASP, Agile Methodologies, Requirements Analysis, SharePoint, HTML 5, Software Development, SOA, Web Services, Enterprise Architecture
Education
Oklahoma City University 1998 — 1999
Masters, Computer Science
Maharaja Sayajirao University of Baroda 1993 — 1997
Bachelor of Science, Environmental Engg
Bank of America Merrill Lynch March 2008 - Present
UBS January 2006 - March 2008
Intel June 2003 - January 2006
Intel April 1993 - June 2003
Skills
Oracle RAC, High Availability, Storage, SAN, Cloud Computing, Enterprise Software, Virtualization, Linux, Databases, NAS, RMAN, SPARC, Streams, Red Hat Linux, GoldenGate, Enterprise Architecture, Oracle, Golden Gate, Oracle Exadata, Oracle Virtual Machine, Oracle Enterprise Linux, Solaris, Disaster Recovery, Cluster, SDLC, Python, JSON, REST API
Education
Oregon Institute of Technology
BS, CSET
Ally Financial Inc. October 2013 - Present
TD Securities November 2009 - October 2013
Merrill Lynch June 2005 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Deutsche Bank August 2003 - June 2005
Skills
Bloomberg, VBA, Summit, PowerPoint, Access, Word, CDS, ABS, Swaps, MBS, Credit Derivatives, Interest Rate..., Fixed Income, Derivatives, Capital Markets, Securities, CDO, Market Risk, Financial Analysis, Risk Management, Stress Testing, Bonds, Structured Products, Interest Rate Risk..., CMBS, VAR, Risk, Swaptions, Fixed Income Products, Rates, Financial Risk, Interest Rate Swaps, Valuation, Credit
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Economics
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Edward R Murrow 1995 — 1999
High School
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch April 2014 - Present
Bank of America September 2007 - April 2014
Bank of America May 2006 - September 2007
Bank of America 2005 - May 2006
Bank of America September 2000 - 2004
Skills
Treasury Management, Cash Management, Credit, Banking, Commercial Banking, Strategic Planning, Financial Services, Finance, Corporate Finance, Process Improvement, Financial Analysis, Accounting, Cash Flow, Forecasting, Management, Sarbanes-Oxley Act, Risk Management, Portfolio Management
Education
Oberlin College 1996 — 2000
Bachelor, English
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - July 2014
Morgan Stanley March 2013 - June 2013
Bank of America Merrill Lynch March 2006 - July 2012
Merrill Lynch May 1999 - March 2006
LTCB TRUST COMPANY January 1994 - May 1999
Skills
Corporate Actions, Equities, Bonds, Banking, Fixed Income, Account Reconciliation, DTC, Financial Analysis, Finance, Bloomberg Terminal, CDS, Data Analysis, Asset Management, Prime Brokerage, Client Liaison, Microsoft Word, Microsoft Excel, Risk Management, Corporates, Asset Managment, Account Management, Bookkeeping, Brokerage, Customer Satisfaction, Risk Assessment, Risk Analysis, Key Performance..., Operational Risk, SAS70, SSAE 16, Sarbanes-Oxley, Securities, Financial Risk, Back Office
Education
Pace University - Lubin School of Business 1997 — 2002
MBA, Financial Management
The Catholic University of America 1989 — 1993
Bachelor of Arts, Financial Management
Bank of America Merrill Lynch July 2014 - Present
JPMorgan July 2005 - May 2014
Lehman Brothers July 1998 - October 2000
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Yale University 1994 — 1998
Bachelor's Degree, Economics
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch July 2009 - Present
Merrill Lynch July 2009 - Present
Dresdner Kleinwort April 2007 - June 2009
Skills
Interest Rate..., Credit Derivatives, Equity Derivatives, Trading, Market Data, Investment Banking, Equities, Financial Markets, Electronic Trading, Sybase, Back Office, Fixed Income, Exchange Connectivity, Derivatives, Market Risk, Middle Office, Capital Markets, Bloomberg, Options, Structured Products, Bonds, Credit, Trading Systems, SQL, Banking
Education
Osaka University 1999 — 2007
Masters, Artificial Intelligence
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo June 2014 - May 2015
Oracle June 2013 - June 2014
The Guardian Life Insurance Company of America January 2013 - May 2013
MFS Investment Management March 2010 - November 2012
MFS Investment Management August 2008 - April 2010
Columbia Management January 2006 - April 2008
Skills
Mutual Funds, 401k, Separately Managed..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Retirement, Investment Strategies, Asset Management, Securities, Fixed Annuities, Portfolio Management, Investment Advisory, Equities, Relationship Management, Hold Series 7, Life & Health Insurance...
Education
Oglethorpe University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch September 2002 - Present
Credit Suisse First Boston 1997 - 2000
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
The London School of Economics and Political Science (LSE) 1993 — 1996
Bsc, Econ
New York Life Insurance Company 2012 - Present
Bank of America Merrill Lynch September 2010 - May 2012
DataDirect Technologies September 2008 - February 2010
Merrill Lynch 1989 - 2008
Skills
Middleware, Enterprise Software, SOA, Pre-sales, DB2, Web Services, Integration, Mainframe, XML, SQL, Java
Education
Pace University 1993 — 1994
Certificate, Unix and C programming
Rutgers University 1974 — 1988
Bachelor of Arts (B.A.), Computer Science
Merrill Lynch April 2010 - Present
TD Ameritrade June 2009 - November 2009
Merrill Lynch January 1998 - January 2009
Merrill Lynch September 1997 - January 2009
Merrill Lynch 1977 - January 2009
Bank of America 2009 - 2009
Bank of America Merrill Lynch 1974 - 2009
Merrill Lynch October 1986 - August 1997
Merrill Lynch January 1986 - January 1997
Merrill Lynch January 1986 - October 1986
Education
Old Dominion University 1967 — 1971
BS., Social Sciences
Morgan Stanley June 2010 - Present
Bank of America - Merrill Lynch October 2009 - June 2010
Merrill Lynch February 2004 - October 2009
Merrill Lynch January 2003 - January 2004
Merrill Lynch August 1999 - January 2003
Bond Technologies Inc., New York, NY November 1998 - August 1999
Education
Pace University 2004 — 2007
Bachelors of Science, Computer Science, E-Commerce
Bank of America Merrill Lynch April 2015 - Present
ING Financial Markets May 2014 - October 2014
Gleacher & Company June 2012 - May 2013
Deutsche Bank AG May 2002 - January 2009
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
all Federal Reserve Treasury Auctions January 1986 - December 2001
Skills
Fixed Income, Asset Managment, Trading, Funding, Financial Risk, Financial Services, Relationship Management, Securities, Investments, Mutual Funds, Securities Lending, Derivatives, Capital Markets, Equities, Middle Office, Back Office, Asset Management, Money Market, Settlement, Credit, Hedge Funds, Bloomberg, Trading Systems, Finance, Bonds, Financial Markets, Structured Products, Prime Brokerage, Alternative Investments, Investment Banking, Structured Finance
Education
New York University School of Continuing Education
Pace University
Business Information Systems
HSBC September 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Citi September 1999 - July 2006
Skills
Leadership Development, Organizational..., Organizational Learning, Executive Coaching, Curriculum Design, MBTI, Workshop Facilitation
Education
Pace University - Lubin School of Business 1994 — 1999
Master of Business Administration (MBA), Management - Organizational Behavior
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch November 2004 - January 2009
UBS Financial Services April 2004 - November 2004
Merrill Lynch May 1987 - September 2003
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Bank of America Merrill Lynch 2014 - Present
JPMorgan Chase & Co. 2012 - 2014
Bank of America 2011 - 2011
Goldman Sachs 2010 - 2011
Bank of America / Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit Risk, Operational Risk, Reporting & Analysis, Securities, Derivatives, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Business Objects
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor’s Degree, Finance, Economics
Midwood High School 2000 — 2004
High School
Jefferies LLC February 2013 - Present
Bank of America Merrill Lynch February 2005 - February 2013
JPMorgan Chase 2001 - 2005
Morgan Stanley 1999 - 2001
Skills
VMware Infrastructure, VMware ESX, Windows, Windows Server, System Administration, Systems Engineering, Project Management, Microsoft Cluster, Business Continuity, Data Center, Disaster Recovery, VMware, Vendor Management, Virtualization, Trading Systems, Solaris, ITIL, Electronic Trading, Storage, Enterprise Architecture, Fixed Income, Infrastructure, Market Data, IT Strategy, IT Management
Education
Pace University 1997 — 2001
BBA, Finance
Bank of America Merrill Lynch June 2010 - Present
Bank of America Merrill Lynch June 2008 - June 2010
BOS Computer Software Inc June 2005 - May 2008
Skills
Market Risk, Credit Risk, Risk Management, Capital Markets, Finance, Economics, Forecasting, Microsoft Office, Auditing, Internal Audit, IT Audit, Internal Controls, Financial Reporting, Russian, Portfolio Management
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
PointState Capital May 2015 - Present
Bank of America Merrill Lynch 2012 - May 2015
Naandi Foundation 2009 - 2010
Citi 2005 - 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Strategic Management
Ohio Wesleyan University 2001 — 2005
Bachelor of Arts, Economics
Bank of America Merrill Lynch February 2008 - Present
Banc of America Securities February 2004 - February 2008
Chicago Housing Authority October 2000 - February 2004
Nuveen Investments April 1996 - October 2000
Skills
Affordable Housing, Community Development, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Bonds, Loans, Credit Analysis, Real Estate Economics, Asset Managment, Asset Management, Banking, Real Estate Financing, Real Estate Development, Real Estate, Securities, Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Real Estate
Dartmouth College 1982 — 1986
BA, Economics
Bank of America - GWIM August 2011 - Present
Bank of America Merrill Lynch May 2010 - July 2011
Bank of America / U.S Trust July 2003 - April 2009
Kellog Brown & Root International Services 1999 - 2002
Skills
Financial Analysis, Corporate Finance, Credit, Loans, Risk Management, Financial Reporting, Accounting, Managerial Finance, Credit Cards, Cash Flow, Financial Accounting, Finance, Banking, Credit Analysis, Financial Modeling, Microsoft Excel, Analysis, Budgets, Management
Education
Nova Southeastern University 2006 — 2008
MBA, Master of Business Administration
Universiteti i Tiranës 1996 — 2002
Bachelor, Business Administration/Marketing
High School of Economics 1991 — 1996
Economics
Bank Of America Merrill Lynch October 2014 - Present
Catamaran(Formerly CatalystRx) April 2011 - September 2014
Bank Of America Merrill Lynch October 2009 - March 2011
MetLife August 2008 - September 2009
Verizon March 2006 - June 2008
Microsoft- India March 2005 - February 2006
Skills
SSIS, SSRS, Data Warehouse..., Data Warehousing, Data Modeling, Data Quality, Database Design, Business Intelligence, Requirements Gathering, Microsoft SQL Server, Database Administration, Databases, T-SQL, Analysis Services, ETL, Business Analysis
Education
Osmania University
MCA, Master Of Computer Applications
Bank of America Merrill Lynch February 2014 - Present
Deloitte Touché November 2013 - December 2013
Stevens Institute of Technology August 2012 - October 2013
KPMG June 2013 - August 2013
ADP May 2008 - December 2011
Skills
Agile Methodologies, SQL, Java, Requirements Analysis, SDLC
Education
Stevens Institute of Technology 2012 — 2013
Master of Science (M.S.), Management Information Systems, General
Osmania University 2004 — 2008
Bachelors of Engineering, Electronics and Communications Engineering
Wells Fargo Securities October 2014 - Present
Bank of America Merrill Lynch November 2012 - October 2014
Bank of America June 2011 - November 2012
Bank of America July 2010 - July 2011
Deloitte & Touche January 2010 - March 2010
Education
Ohio University 2006 — 2010
Bachelor's, Finance, Accounting
FDIC 2010 - Present
Bank of America Merrill Lynch 2007 - 2010
Chicago Board Options Exchange 2003 - 2007
JPMorgan 2002 - 2003
Education
Northwestern University - Kellogg School of Management
MBA
University of Pune
B.E.
Bank of America Merrill Lynch April 2007 - Present
Merrill Lynch April 2007 - September 2011
Creditex June 2003 - April 2007
Skills
Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, Securities, Trading, Vendor Management, Swaps, Hedge Funds, Bonds, Trading Systems, Electronic Trading, Middle Office, Investment Banking
Education
Pace University - Lubin School of Business
Finance
Bank of America March 2015 - Present
Bank of America Merrill Lynch March 2010 - March 2015
TPG-Axon Capital July 2008 - January 2010
JCK Partners May 2004 - March 2008
Lazard Freres & Co. October 1995 - May 2004
Hill and Knowlton (WPP Group) September 1992 - September 1995
Skills
Investment Banking, Hedge Funds, Equities, Asset Managment, Bloomberg, Investments, Due Diligence, Risk Management, Fixed Income, Finance, Mergers, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor of Business Administration (BBA), International Management
Exchange Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Warren Capital Corporation October 2008 - February 2011
Voit Commercial Brokerage January 2005 - October 2008
Skills
Underwriting, Real Estate Financing, Real Estate Finance, Investments, Portfolio Management
Education
Oregon State University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Bank of America Merrill Lynch September 2012 - Present
Citi September 2011 - August 2012
Bank of America Merrill Lynch December 2010 - September 2011
AT&T December 2007 - December 2010
Oralce Corp January 2006 - September 2007
Virinchi Technologies February 2004 - December 2005
Skills
Weblogic, JMS, Oracle, XML, Struts, SQL, JSP, Spring, Web Services, Hibernate, Java Enterprise Edition, EJB, Ant, Java, SOA, Eclipse, PL/SQL, JDBC, JBoss Application Server, Microsoft SQL Server, Websphere, Unix, JavaScript, JUnit, Tomcat, SOAP, DB2, Unix Shell Scripting, Servlets, REST, XSLT, Core Java, AJAX, Shell Scripting, jQuery, Subversion, Maven, J2EE Application..., Perl, JSON, Linux, Python, Agile Methodologies, CVS, Design Patterns, Enterprise Architecture, Hadoop, Hive, Sqoop
Education
Osmania University
Kellogg School of Management August 2014 - Present
Veritas Capital August 2011 - June 2014
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Business Strategy, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Private Equity, Capital Markets, Investment Banking, Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management & Strategy, Marketing
University of Notre Dame 2005 — 2009
BBA, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Wells Fargo August 2014 - Present
Bank of America Merrill Lynch June 2010 - September 2012
Bank of America July 2007 - September 2012
Bank of America June 2009 - June 2010
Bank of America June 2008 - June 2009
Bank of America June 2007 - June 2009
Bank of America July 2007 - June 2008
Skills
Banking, Treasury Management, Financial Analysis, Finance, Risk Management, Valuation, Credit, Liquidity Risk, Liquidity Management, Liquidity, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Stress Testing, Essbase, General Ledger, Financial Services, Investments, Treasury, Microsoft Excel, Corporate Treasury, Excel, Treasury Functions, Financial Accounting, Managing Financial..., Corporate Investments, SEC Financial Reporting, Hyperion Essbase, FAS 115, QRM, ALM
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2007
Masters, Accountancy, 3.5
University of North Carolina at Charlotte 2004 — 2006
B.S. Finance, Finance, General, 3.78
Old Dominion University 2001 — 2003
B.S. Finance, Finance, General & Managment
Bank of America Merrill Lynch June 2013 - Present
Banc of America Preferred Funding Corporation September 2012 - June 2013
eBooleant Consulting, LLC April 2010 - June 2013
Bank of America Merrill Lynch 1987 - 2010
Skills
Investment Banking, Credit Derivatives, Financial Modeling, Derivatives, MBS, Structured Products, Alternative Investments, Hedge Funds, Valuation, Wealth Management, Investment Strategies, Structured Finance, Bonds, Capital Markets, Securities, Trading, Risk Management
Education
University of Oregon
Ph.D., Finance
Loyola Law School, Los Angeles
JD, Law
Oregon State University
B.S.Ch.E., Chemical Engineering
Bank of America Merrill Lynch 2012 - Present
Bank of America 2011 - 2012
Edward Jones 2009 - 2011
Skills
Certified Special Needs..., Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Retirement, Mutual Funds, Wealth Management, Retirement Planning, Financial Analysis
Education
Oklahoma State University
B.A. & B.S., German &Business
JC Penney December 2010 - Present
Bank of America Merrill Lynch April 2010 - December 2010
Education
Osmania University
B.E, Electronics & instrumentation
Bank of America Merrill Lynch 1986 - Present
merrill lynch 1986 - 2011
Skills
Series 7, Financial Services, Asset Management, Derivatives, Equities, Fixed Income, Risk Management, Securities, Investment Banking
Education
Pace University - Lubin School of Business
BBA, Finance
Bank of America Merrill Lynch January 2007 - Present
Credit Suisse February 2000 - December 2006
Education
Pace University 1987 — 1989
MS, Computer Science
CIT March 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2010
SAC Capital September 2008 - March 2010
Merrill Lynch January 2007 - May 2007
Skills
Financial Modeling, Finance, Forecasting, Portfolio Management, Business Planning, Budgets, Business Development, Due Diligence, Fixed Income, Account Reconciliation, Business Process, Microsoft Excel, Equity Research, Wealth Management, Investor Relations, Integration, PowerPoint, Research, Financial Analysis, Corporate Finance, Risk Assessment, Strategic Financial...
Education
Rutgers Business School 2012 — 2015
MBA
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
Bank of America Merrill Lynch August 2006 - June 2012
Education
Shanghai International Studies University 1982 — 1986
B.A., English Language and Literature
Ohio University
M.A., Economics
Bank of America Merrill Lynch November 1994 - November 2013
Bank of America November 1994 - January 2013
Bank of America November 1994 - January 2013
Skills
Supervision, cash...
Education
Pace University - Lubin School of Business 1989 — 1991
Associate's degree, Business Administration and Management, General, 3.0
Simpson Thacher & Bartlett LLP September 2011 - Present
JPMorgan Chase July 2010 - August 2010
Simpson Thacher & Bartlett LLP May 2010 - July 2010
Bank of America Merrill Lynch 2007 - 2009
The Buonopane Group 2006 - 2007
Skills
Corporate Law, Legal Writing, Litigation, Corporate Governance, Securities Regulation, Intellectual Property, Commercial Litigation, Civil Litigation, Westlaw, Joint Ventures, Venture Capital, Licensing, Restructuring, Mediation, Investments
Education
Northwestern University School of Law 2009 — 2011
J.D.
University of Notre Dame - Mendoza College of Business 2005 — 2006
MS Accountancy, Tax Services
University of Notre Dame 2002 — 2005
BBA, Accounting
Bank of America Merrill Lynch November 2009 - October 2014
Bank of America Merrill Lynch July 2007 - October 2009
Skills
Derivatives, Equities, Valuation, Financial Analysis, Fixed Income, Financial Modeling, Hedging, Options, Portfolio Management, Analysis
Education
Pace University - Lubin School of Business 2002 — 2007
Bachelor's degree, Finance
Bank of America Merrill Lynch April 2001 - August 2014
Bold Financial Group April 2000 - April 2001
Principal Financial Group January 1998 - December 1999
Education
Old Dominion University 1982 — 1986
Bachelor’s Degree, Fine and Studio Arts
Bank of America Merrill Lynch March 2005 - Present
Deutsche Bank September 1998 - February 2005
Skills
Strong Business Acumen, Securities Regulation, Management, Project Management
Education
Ohio Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics
North Cove Partners May 2011 - Present
BAML Capital Partners June 2010 - May 2011
Bank of America Merrill Lynch March 2006 - June 2010
Morrison & Foerster LLP May 2005 - February 2006
Shearman & Sterling LLP August 2001 - May 2005
Ministry of Finance & Economy October 1996 - July 1998
EIP Associates June 1995 - October 1996
Education
Northwestern University School of Law 1998 — 2001
Juris Doctor (J.D.)
University of California, Berkeley 1991 — 1995
Bachelor's Degree
Morgan Stanley Investment Management August 2011 - Present
Bank of America Merrill Lynch September 2007 - August 2011
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BB&T Wealth August 2014 - Present
PNC June 2013 - August 2014
Wells Fargo August 2007 - August 2011
Bank of America Merrill Lynch August 2005 - August 2007
Bank of America September 2002 - August 2005
Bank of America June 1994 - August 2002
Skills
Banking, Credit, Investments, Loans, Wealth Management
Education
Old Dominion University 1993 — 1997
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies