Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch November 2011 - Present
Merrill Lynch October 2006 - October 2011
Risk & Insurance Management Society (RIMS) 2002 - 2006
Lister Butler 1999 - 2001
Schumann Unternehmensberatung 1995 - 1997
Deutsche Bank 1994 - 1995
Skills
Equities, Investment Banking, Emerging Markets, Financial Services, Options, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
MBA, International Business
Curtis High School
Middlebury College
MA, German language and literature
Middlebury College
Bachelor of Arts (B.A.), Economics and German
Bank of America Merrill Lynch May 2015 - Present
Statoil April 2011 - May 2015
Morgan Stanley July 2005 - April 2011
Dreyfus June 2003 - July 2005
Skills
Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Sarbanes-Oxley Act, Derivatives, Fixed Income, Financial Reporting, Capital Markets, Valuation, Risk Management, Bloomberg, Investment Banking, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Science, Accounting
Fordham University 1998 — 2002
Bachelor of Science, Finance
Bank of America Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
ICON Investments 2010 - 2013
MSCI Inc. 2008 - 2009
Skills
Financial Accounting, Great Plains Software, FRx, Cognos, Microsoft Dynamics SL, Hedge Funds, SEC filings, Financial Reporting, Financial Analysis, Financial Statements, Annual Reports, XBRL, Microsoft Office, GAAP, Oracle
Education
Baruch College 2005 — 2009
BBA, Public Accounting
Merrill Lynch Professional Clearing Corp. July 2014 - Present
Merrill Lynch Professional Clearing Corp. August 2013 - June 2014
Bank of America Merrill Lynch February 2013 - July 2013
Year Up September 2012 - July 2013
Bank of America January 2013 - February 2013
Reed Smith LLP October 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Research, Leadership, Project Planning, Strategic Planning, Social Networking, Public Speaking, Time Management, Project Management, Teamwork
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Economics
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch February 2010 - August 2010
Fidelity Investments August 2005 - February 2009
Fidelity Investments March 2001 - September 2005
Deutsche Bank Securities 1997 - 2001
Donaldson Luftkin & Jenrette April 1997 - September 1997
Skills
Product Management, CRM, Program Management, Integrated Marketing, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Product Marketing, Marketing, Financial Services
Education
Bates College
BA, English, History
Bank of America Merrill Lynch August 2014 - Present
Genpact Headstrong Capital Markets June 2013 - May 2014
Coler-Goldwater Specialty Hospital NYC Health and Hospitals Corporation January 2012 - December 2012
American Leisure August 2008 - May 2012
Weitz & Luxenberg May 2011 - December 2011
Emmis Communications May 2008 - July 2008
Skills
Microsoft Excel, PeopleSoft, Microsoft Word, Standards Compliance, Employee Benefits, Recruiting, Interviews, Deferred Compensation, Facebook, Labor Relations, Management, Employee Relations, Time Management, Onboarding, New Hire Orientations, Human Resources, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Human Resources Management
Nomura Securities January 2015 - Present
Bank of America Merrill Lynch October 2006 - October 2014
Goldman Sachs May 2004 - September 2006
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Bloomberg, Capital IQ, Capital Markets, Corporate Finance, Equities, DCF, Private Equity, Equity Research, Due Diligence, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
Bachelor of Business Administration (BBA), Finance and Investments, 3.95
ASIS International November 2013 - Present
G4S Secure Solutions (USA) Inc. September 2012 - Present
Republic Services Inc June 2011 - September 2012
Bank of America Merrill Lynch January 2010 - December 2010
Skills
Account Management, B2B, Sales, New Business Development, Sales Management, Forecasting, Customer Service, Budgets, Customer Retention, Sales Process, Market Analysis, Customer Value..., Proposal Writing, Contract Negotiation, QuickBooks, CRM, Press Releases, Client Presentation, Email Marketing, Catalog Development, Showrooms, Trade Shows, Logistics, Merchandising, Apparel Sourcing, Retail, Sales Operations, Business Planning, Management, Time Management, Selling, Operations Management, Business Development, Team Building, Direct Sales, Recruiting, Business Strategy, Security, Sales Presentations, Project Management, Income Statement, Training, Strategic Planning, Marketing Strategy, Human Resources, Competitive Analysis, Negotiation, Customer Satisfaction, Marketing Analytics, Market Research
Education
Florida Atlantic University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
City University of New York-Baruch College 2006 — 2006
Import/Export Operations, Business
Bank of America Merrill Lynch January 2014 - Present
JPMorgan Chase April 2013 - December 2013
Morgan Stanley Wealth Management September 2012 - November 2012
UBS Wealth Management 2011 - 2012
Mutual of America Capital Management June 2011 - August 2011
Skills
Finance, Bloomberg, Investments, Financial Services, Wealth Management, Securities, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Banking, Asset Management, Strategic Financial..., Credit, Risk Management, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Capital Markets, Investment Banking, Trading, Microsoft Excel, Compliance, Financial Crimes..., Anti Money Laundering, Economic Sanctions, Due Diligence, Risk Analytics, OFAC, Financial Transactions, Internal Investigations, Microsoft Office, Management, Financial Risk, Leadership, Analysis, Financial Planning
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, 3.4
Brooklyn Tech HS 2003 — 2007
Computer and Information Sciences, General
Bank of America Merrill Lynch June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Eveo June 2013 - October 2013
Skills
Digital Strategy, Content Strategy, Digital Media, Copy Editing, Digital Marketing, Microsoft Word
Education
Barnard College 2012 — 2016
Nomura Global Financial Products Inc. August 2015 - Present
Barclays August 2010 - September 2015
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
UBS Investment Bank March 2007 - August 2007
JPMorgan Chase March 2005 - March 2007
Skills
Credit Derivatives, Interest Rate..., Settlement, Middle Office, Operational Risk, Back Office, Derivatives, Equities, Fixed Income, Options, Swaps, Trading, Equity Derivatives, Bloomberg, Bloomberg Terminal
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
MBA, Finance
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Bank of America Merrill Lynch June 2015 - Present
Washington Square Technologies February 2015 - May 2015
Global Atlantic Financial Group Limited February 2015 - May 2015
Western University September 2010 - December 2012
Skills
C++, Python, Mathematical Modeling, Statistics, Data Analysis, Quantitative Analytics, Quantitative Finance, Physics, R, Matlab, VBA, Monte Carlo Simulation, Numerical Analysis, Algorithms
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Western University 2010 — 2012
Master of Science (M.Sc.), Physics
Nankai University 2006 — 2010
Bachelor of Management, Finance and Financial Management Services
Nankai University 2006 — 2010
Bachelor of Science (BS), Applied Physics
Bank of America Merrill Lynch June 1997 - Present
Deloitte & Touche, LLP September 1991 - May 1997
Lockheed Martin January 1986 - August 1991
Skills
Prime Brokerage,..., Broker-dealer..., Financing Products, Operational processes &..., Financial and..., Corporate Finance, Mergers & Acquisitions, Risk Management, Financial Modeling, Business Strategy
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
Master of Business Administration (M.B.A.), Accounting
Columbia University in the City of New York 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
JPMorgan Chase April 2011 - Present
Pershing, a BNY Mellon company March 2008 - March 2011
Bank of America Merrill Lynch February 2007 - March 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch February 2001 - April 2007
MetLife 1999 - 2001
ING 1998 - 1999
ING 1984 - 1998
Skills
Human Resources, Succession Planning, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Employee Relations, HRIS
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Bank of America Merrill Lynch July 2010 - Present
RBC June 2009 - August 2009
Skills
Equities, Equity Capital Markets, Share Repurchase, Sales, Structured Products, Equity Derivatives
Education
Bates College 2006 — 2010
Bachelor's Degree, Psychology
Blair Academy 2002 — 2006
Bank of America Merrill Lynch October 2014 - Present
Verizon June 2013 - August 2014
Advanced Energy Capital February 2014 - May 2014
Time Equities, Inc. December 2013 - January 2014
Synapse Capital LLC September 2013 - December 2013
Baruch Investment Management Group September 2012 - December 2013
Lloyds Banking Group June 2012 - August 2012
Massey Knakal Realty Services January 2012 - April 2012
JPMorgan Chase & Co. July 2010 - August 2010
Henry Street Settlement February 2010 - April 2010
Skills
Bloomberg Terminal, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Financial Analysis, Mandarin, Corporate Finance, Investment Banking, Risk Management, Stock Valuation, Economics, Financial Modeling, Business Intelligence, Equity Research, Microsoft Visio, AgilQuest, Time Management, Audit Trail, Data Analysis, Tableau
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance / Communication Studies
Paramount Pictures November 2014 - Present
DC Promise Neighborhood Initiative, Inc September 2013 - May 2014
Red Cloud LLC May 2011 - May 2013
Wedbush Securities/Apple One July 2010 - May 2011
Bank of America Merrill Lynch March 2008 - November 2009
NY Youth at Risk October 2006 - July 2009
Merrill Lynch January 2007 - March 2008
Scripps Networks Interactive Inc. October 2006 - January 2007
Cox Media July 2004 - September 2006
Greater Phoenix Youth December 2004 - August 2006
Skills
Volunteer Management, Volunteer Training, Nonprofits, Training, Community Outreach, Project Management, Proposal Writing, Event Management, Fundraising, Event Planning, Social Networking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Program Management, Marketing, Adobe Creative Suite, Budgets, Public Relations, Volunteer Recruiting, Leadership, Management, Recruiting, Leadership Development, Staff Development, Project Planning, Advertising, CRM, Outlook, Sales, Philanthropy, IP Phones, Program Development, Strategic Planning, Internal Communications, Social Media
Education
Baruch College 2013 — 2014
Master's Degree
Clark Atlanta University 1999 — 2004
Bachelors
Morgan Stanley July 2010 - Present
Bank of America Merrill Lynch April 2008 - July 2010
Bear Stearns May 2005 - April 2008
Deloitte August 2001 - May 2005
Skills
Securities, Capital Markets, Financial Reporting, Banking, Financial Analysis, Regulatory Filings, Financial Accounting, Leadership, Internal Controls, Leading Change, Financial Statements, Controllership Functions, Internal Financial..., Reporting & Analysis, Guardianship
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA/MS, Finance/Accounting
Bank of America Merrill Lynch November 2010 - Present
Skills
Requirements Analysis, Vendor Management, SDLC, Software Project..., Business Analysis, PMP, ITIL, User Acceptance Testing, Data Warehousing, PMO, Agile Methodologies, Project Portfolio..., Agile Project Management, Business Process..., Project Delivery, IT Strategy, Management, Program Management, Outsourcing, Process Improvement, Quality Assurance
Education
Bangalore University 1997 — 1999
Master's in Business Administration
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2013 - Present
Bank of America March 2008 - June 2013
Bank of America August 2006 - March 2008
Skills
Compliance, Banking, Microsoft Excel, PowerPoint, Strategic Leadership, Risk Management, Financial Services, Loans, Auditing, Mortgage Lending, Financial Analysis, Sales Management, Leadership, Coaching, Management, Internal Audit, Finance, Business Planning, Credit, AML, Accounting, Sales, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Science, Accountancy
Wagner College 2002 — 2006
Bachelor of Science, Business Administration; International Business
Bank of America June 2015 - Present
Bank of America Merrill Lynch February 2011 - June 2015
Deloitte & Touche July 2007 - January 2010
Independence Community Bank May 2005 - March 2006
Skills
Internal Controls, Finance, Risk Management, Financial Analysis, Management Consulting, Business Process..., Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Internal Audit, Financial Services, Management, Change Management, Banking
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Industrial/Organizational Psychology
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Business Administration, Accounting
Bank of America Merrill Lynch September 2012 - Present
IDEXX Laboratories August 2011 - September 2012
IDEXX Laboratories June 2011 - August 2011
Bates College June 2010 - August 2010
Mount Desert Island Biological Laboratory April 2009 - May 2009
Skills
Research, Project Management, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Editing, Public Speaking, Customer Service
Education
Bates College 2007 — 2011
Bachelor of Science (BS), Neuroscience
Bank of America Merrill Lynch May 2015 - August 2015
Strategas Research Partners October 2014 - April 2015
Meridian Equity Partners June 2014 - September 2014
Messina Market & Catering December 2012 - September 2014
The Suffolk County Attorney's Office June 2011 - August 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Catholic University of America 2012 — 2014
Transfer, Finance, General
St. Anthony's High School 2008 — 2012
Honorary High School Diploma
Portledge School 2006 — 2008
Bank of America Merrill Lynch June 2014 - Present
JPMorgan Chase April 2013 - May 2014
Eurasia Group 2012 - 2013
Grant Thornton LLP 2012 - 2012
Berdon LLP 2011 - 2012
Undergraduate Student Government - Baruch College 2009 - 2012
McGladrey 2009 - 2011
Supportive Children's Advocacy Network 2009 - December 2009
Baruch College Sigma Alpha Delta Honor Society September 2008 - June 2009
Children's Aid Society 2009 - 2009
Skills
Accounting, Microsoft Excel, Recruiting, Event Management, PowerPoint, Accounts Payable, Finance, Microsoft Word, Access, QuickBooks, Payroll, Microsoft Office, Event Planning, Outlook, Corporate Finance, Risk Management, Compensation & Benefit, VBA, SQL, ProSystem fx Tax, Client Facing Skills, Risk Analysis, Risk Assessment, Risk Analytics, Regulatory Filings, SharePoint, Databases, Human Resources, Basel III, Dodd-Frank, Networking, Risk Reporting, Regulatory Risk, Regulatory Policy, Regulatory Analysis, Regulatory Requirements, Regulatory Submissions, Regulatory Guidelines, Regulatory Documentation, Syndicated National..., Queries, Credit Risk, Counterparty Risk, Database Development, Operational Risk, Project Management, Database Administration, Database Design, Operational Efficiency, Process Efficiency
Education
Stuyvesant High School 2004 — 2008
Advanced Regents Diploma
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, 3.9/4.0
Bank of America Merrill Lynch June 2015 - August 2015
Valufinder Group, Inc. December 2013 - December 2014
Lloyds Banking Group June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Bloomberg, Corporate Finance, Financial Markets, Investments, Data Analysis, Microsoft Office, Valuation, Microsoft Word, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Major: Finance Minors: Mathematics, Advanced Business Analysis
The Lyceum School
GCE Advanced Levels
United Guaranty Corporation February 2015 - Present
GE Capital March 2014 - January 2015
Bank of America Merrill Lynch January 2010 - March 2014
Merrill Lynch July 2008 - January 2010
Knight Capital Group February 2007 - August 2007
Skills
Financial Analysis, Equities, Capital Markets, Credit Risk, PowerPoint, Microsoft Excel, Derivatives, Financial Reporting, Basel I, Basel II, CEM, Internal Models Method, Capital Management, Essbase, Hyperion Reports, Off Balance Sheet..., Letters of Credit, Unfunded Commitments, IT Audit, Auditing, Compliance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
Bachelor of Business Administration, Accounting
Bank of America Merrill Lynch June 2015 - August 2015
CME Group January 2015 - May 2015
SDIC CGOG Futures Co.,LTD October 2013 - December 2013
CITIC Securities July 2013 - September 2013
Skills
Quantitative Finance, Financial Engineering, Simulations, C++, Matlab, R, VBA, Python, SAS, KDB+, Bloomberg, Go (Board Game), Economics, Microsoft Excel, Microsoft Office, Data Analysis, Derivatives, Financial Modeling, Financial Analysis
Education
City University of New York-Baruch College 2014 — 2015
Master's Degree, Financial engineering, A
Peking University 2010 — 2014
Bachelor's Degree, Mathematics
Peking University 2011 — 2014
Bachelor's Degree, Economics
Liaoning Province Shiyan High School 2007 — 2010
Bank of America Merrill Lynch June 2014 - Present
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor of Business Administration (BBA), Finance, 3.6/4.0
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan December 2013 - June 2014
Delta Sigma Pi May 2013 - May 2014
Citi June 2013 - August 2013
Baruch College Welcome Center August 2010 - June 2013
Fitch Ratings March 2013 - May 2013
JJ Martin Group, LLC June 2011 - November 2012
Delta Sigma Pi January 2012 - May 2012
S.T.E.M.S. January 2011 - September 2011
National Park Service June 2011 - August 2011
Education
CUNY - Macaulay Honors College 2010 — 2014
City University of New York-Baruch College 2010 — 2014
Bachelors in Business Administration, Finance, Communications, Studies in NYC
Staten Island Technical High School 2006 — 2010
Advance Regents Diploma, AP Scholar
Sommerlyn Associates Real Estate October 2013 - Present
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch March 2005 - April 2012
Morgan Stanley September 2000 - March 2005
Skills
Business Relationship..., Service Excellence, Visual Basic, Emerging Markets, Equities, Service Quality
Education
Baruch College 1994 — 1998
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch August 2014 - Present
Blue Mountain Capital Group June 2014 - August 2014
Einstein Healthcare Network October 2013 - April 2014
First Quality Enterprises April 2013 - September 2013
Diesel 2012 - January 2013
J.Crew April 2010 - January 2013
Succara February 2012 - April 2012
Femme1231 April 2009 - December 2009
Skills
Recruiting, Microsoft Word, Microsoft Excel, Mac, Social Media, HRIS, Human Resources, Employee Benefits, PC, Communication, Taleo, Kronos, E-Verify, HireRight, Data Management, HRIS Database Management
Education
Baruch College 2010 — 2012
Bachelor of Arts (B.A.), Corporate Communication
Borough of Manhattan Community College 2008 — 2010
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
FDM Group 2013 - 2013
Skills
Java, Eclipse, Unix Shell Scripting, JavaScript, CSS, XML, Unit Testing, Python, Microsoft Office, HTML, JUnit, JSP, Tomcat, Tomcat 5, Maven, Oracle SQL Developer, Visual Studio, Calculus, Graph Theory, Topology, IDLE, phpMyAdmin, PHP, Tortoise SVN, UML, Log4j, Servlets, Mockito, JDBC, Ubuntu, OOP, Adobe Audition, Django, MySQL, Test Driven Development
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Arts (B.A.), Mathematics
Forest Hills High School 2008 — 2010
Morgan Stanley May 2011 - Present
Bank of America Merrill Lynch November 2005 - May 2011
Dell Professional Services May 2002 - November 2005
Plural, Inc September 2000 - May 2002
Longbow International Corp. September 1999 - September 2000
Fanning Technical August 1998 - September 1999
Skills
IT Strategy, Enterprise Architecture, Business Analysis, Project Management, Software Project..., Program Management, Software Development, Technology Product..., Databases, Strategic Technology..., C#, Business Process..., Change Management, Digital Distribution, Business Intelligence, Microsoft SQL Server, Web Development, Process Improvement, Technology Integration, Enterprise Software, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Strategy, Entrepreneurship
Bard College 1996 — 1998
BA, Philosophy
Bard College at Simon's Rock 1994 — 1996
AA
Loove LLC August 2015 - Present
Astor Wines & Spirits February 2014 - August 2015
Astor Wines & Spirits July 2013 - January 2014
Bridgewater Associates 2011 - February 2013
Bank of America Merrill Lynch July 2008 - May 2011
United Way of Addison County February 2006 - May 2006
Nora's Baked Dreams June 2002 - August 2004
Skills
Fixed Income, Hedge Funds, Sales
Education
Barnard College 2004 — 2008
Bachelors, Physics
Columbia University in the City of New York 2004 — 2008
Bachelors, Physics
Phillips Exeter Academy 2001 — 2004
Bank of America May 2014 - Present
Bank of America Merrill Lynch June 2010 - May 2014
Morgan Stanley December 2007 - June 2010
Morgan Stanley July 2000 - December 2007
Skills
Compensation, Employee Relations, Performance Management, Organizational..., Talent Management, Succession Planning, Personnel Management, Performance Appraisal, Deferred Compensation, Interviews, Recruiting, Management, Training
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MS, Industrial/Organizational Psychology
New York University 1995 — 1999
BA, Psychology
Intersection Co. June 2015 - Present
Association for a Better New York May 2010 - September 2015
Empire State Development July 2009 - May 2010
Bank of America Merrill Lynch May 2007 - July 2009
JPMorgan Chase May 2006 - February 2007
Alliance for Downtown New York September 1998 - May 2006
Education
New York University 2005 — 2008
MPA, Public & Non-Profit Management
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance, Strategy
Barnard College 1996 — 2000
BA, Sociology / Political Science
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch July 2009 - June 2014
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
BJ's Wholesale Club June 2003 - July 2005
Skills
Data Analysis, SQL, Spanish, Business Analysis, Prime Brokerage, Equities, Public Speaking, Project Management, Customer Service, Analysis, Microsoft Office, SDLC, Access, Risk Management, Trading Systems, Microsoft Excel
Education
Baruch College 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
Saint John's University 2005 — 2009
Bachelor of Science (BS), Computer Science, CyberForensics Minor
Bank of America Merrill Lynch July 2015 - Present
Alcentra June 2014 - August 2014
Ipreo February 2014 - June 2014
Security Industry Specialists, Inc. September 2011 - June 2014
Skills
Leveraged Finance, Financial Modeling, Portfolio Management, Credit Analysis, Investment Management, Credit Risk, High Yield, Credit, Bloomberg, Loans, Asset Management, Asset Allocation, Valuation, Risk Management, Team Building, Financial Analysis, Microsoft Office, Investments, Finance, Microsoft Excel, Security
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor's Degree, Banking, Corporate, Finance, 3.52
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2012 - November 2014
USA TODAY November 2011 - February 2012
American Express June 2011 - August 2011
Merrill Lynch December 2000 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Travel Arrangements, Organizational Charts, Other Administrative..., Calendars, Access, Accounts Payable, Administration, Customer Service, Outlook, Teamwork, Visio
Education
Baruch College, City University of New York (CUNY)
Computer and Information Sciences, General
CUNY New York City College of Technology
Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch April 2015 - Present
Education
Baruch College
Bachelor of Business Administration (BBA), Human Resource Management
Macaulay Honors College at The City University of New York
Human Resource Management
Stuyvesant High School
Honors Regents Diploma
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2013 - May 2015
Bank of America Merrill Lynch June 2012 - July 2013
Bank of America Merrill Lynch June 2011 - August 2011
Goodkind Labaton Rudoff & Sucharow LLP July 2010 - May 2011
Harold L Lee & Sons Inc February 2010 - July 2010
YMCA Day Camp July 2008 - August 2008
YMCA Day Camp July 2007 - August 2007
Skills
Editing, Microsoft Excel, Financial Accounting, Auditing, Accounts Payable, Accounting, Banking, Financial Modeling, Access, Financial Analysis, Analysis, Managerial Finance, Finance, Strategic Financial..., Variance Analysis
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Bank of America Merrill Lynch June 2015 - Present
Skills
C++, Machine Learning, Quantitative Finance, Python, Matlab, R, Quantitative Analytics, Economics, Research, Derivatives, Financial Modeling, Microsoft Office, Computational Finance, Data Analysis, Game Theory, Java, Econometrics, Emerging Markets, SQL, Statistics, VBA, FX Options
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's degree, Financial Engineering
Tsinghua University 2010 — 2014
Bachelor's degree, Computer Science
Bank of America Merrill Lynch June 2012 - Present
OppenheimerFunds March 2010 - June 2012
Conifer Financial Services March 2007 - March 2010
Merrill Lynch October 2005 - March 2007
Texas State Library and Archives Commission 2002 - 2004
Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank
Education
Parsons School of Design 2014 — 2015
City University of New York-Baruch College - Zicklin School of Business
Statistics
Texas Tech University - Rawls College of Business
M.S., Management Information Systems
Texas Tech University - Rawls College of Business
B.B.A., Accounting
University of Chicago Booth School of Business August 2014 - Present
Kohl's Department Stores June 2015 - August 2015
Morgan Stanley January 2014 - August 2014
Morgan Stanley June 2012 - January 2014
Apollo Global Management LLC September 2011 - May 2012
Credit Suisse June 2011 - August 2011
BTIG November 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Bank of America February 2008 - June 2010
Ultimate Therapy, LLC June 2007 - February 2008
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Fixed Income, Finance, Valuation, Banking, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2013 — 2013
Graduate Studies, 4.0/4.0
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.61/4.0
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2013 - February 2015
Bank of America Merril Lynch August 2011 - January 2013
Merrill Lynch June 2010 - August 2010
Skills
Equities, Finance, Unit Investment Trusts, Closed-end Funds, Financial Markets, Product Development, Equity Capital Markets, Investment Products, Product Management, Wealth Management
Education
City University of New York-Baruch College 2007 — 2010
Bachelor of Science (BS), Finance and Investments
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch June 2013 - May 2014
Goldman Sachs September 2011 - May 2013
Goldman Sachs September 2006 - September 2011
Goldman Sachs June 2005 - September 2006
Education
Fordham University 2009 — 2011
Master of Business Administration (MBA), Finance
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Investments
Brooklyn Technical H.S. 1999 — 2002
Computer Science, Computer Science
Bank of America Merrill Lynch April 2012 - May 2015
Bank of America Merrill Lynch July 2011 - April 2012
NYSE Euronext October 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Asset Management Bureau of NYC Comptroller's Office March 2010 - May 2010
Skills
Swaps, Sales Operations, Market Risk, Derivative Operations, Client-focused, Interest Rate Swaps, Operational Risk, Foreign Currency..., Rates, Electronic Trading, Prime Brokerage, FX Operations, MarketAxess, FX Options, FICC, NDF, Fixed Income, CDS, Middle Office, Foreign Exchange, Emerging Markets, Bonds, Bloomberg, Microsoft Excel, Issue Resolution, Series 7, Series 63, Asset Management, Capital Markets, Financial Analysis, Financial Modeling
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance and Investments
CFA Institute
Passed CFA Level 1 Exam
Bank of America Merrill Lynch June 2015 - August 2015
Accion East February 2015 - May 2015
Avenida Capital May 2014 - September 2014
Bayside tennis center May 2011 - June 2013
Skills
Microsoft Excel, Emerging Markets, Bloomberg Terminal, Valuation, Coaching, Cross-border M&A, Economics, Analysis, Finance, Investments, Financial Analysis, Public Speaking, Financial Markets, Teamwork, Creative Writing
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor of Business Administration (BBA), Finance & investments & Economics
Merion Capital Group October 2014 - Present
Bank of America Merrill Lynch September 2009 - October 2014
Skills
Portfolio Management, Bloomberg, Hedge Funds, Investments, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, SDLC, Mergers & Acquisitions, Management, Economics, Project Management, Business Development, Employee Benefits, Sales, Business Strategy, Equities, Financial Services
Education
City University of New York-Baruch College 2004 — 2006
Bachelor of Business Administration (BBA), Economics
Bank of America Merrill Lynch August 2013 - Present
Pep Boys June 1998 - July 2013
Hearst Publishing May 1990 - May 1998
Health and Hospitals Corporation June 1986 - April 1990
New York University Medical Center July 1986 - March 1990
Skills
Java, C/C++, C and C++ Programmer, DB2, Unix, Requirements Analysis, XML, COBOL, Full Life Cycle..., SQL, Linux, Sybase, Unix Shell Scripting, MySQL, Relational Databases, Oracle, Testing, Software Development, Visual Basic, VBA, Servers, Programming, SharePoint, Training, IT Project Leadership, Microsoft Office, Configuration Management, Hardware Upgrades, Hardware Diagnostics, Project Administration, Software Architecture, Eclipse, QuickBooks, SAS Programming, Medical Technology, Cytotechnology, CSS, JavaScript, HTML
Education
Baruch College, City University of New York (CUNY) 1984 — 1991
Master of Business Administration (MBA), Computer Systems, 3.8
Marywood University
Bachelor of Science (BS), Business Administration and Management, General, 3.9
St. Francis College
Bachelor of Science (BS), Biology, 3.2
Brooklyn Technical High School
Industrial and Product Design
Shallow JHS
PS 48
State Street Alternative Investment Solutions July 2015 - Present
Vandis October 2013 - July 2015
T3 Trading Group, LLC September 2012 - July 2013
SMB-Capital 2011 - September 2011
Bank of America Merrill Lynch October 2010 - December 2010
Home Decor Expo 2007 - 2008
Skills
Bloomberg Terminal, Reuters, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Fixed Income, QuickBooks, Morningstar, Access, Corporate Finance, Capital IQ, Equity Trading, Cantonese, Mandarin, Lotus Notes, Financial Statement..., Equity Research, Valuation, Chartered Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Stony Brook University 2007 — 2009
Bachelor, Business Administration
Deloitte November 2013 - Present
Future-InSight 2013 - 2014
Bank of America Merrill Lynch March 2011 - November 2013
Barclays October 2009 - March 2011
Barclays September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Bear Stearns & Co., Inc June 2006 - August 2006
Skills
Management Consulting, Business Analysis, Change Management, Fixed Income, Bonds, Equities, Prime Brokerage, Capital Markets, Trading, Business Process..., Project Management, Experienced Business..., Securities, Trading Systems, Series 7, Skilled Trades, Asset Allocation, DTC, Operations Research, Money Market, Bloomberg
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Business Administration, Economics
Macaulay Honors College at The City University of New York 2003 — 2007
Bachelor's Degree
Bank of America-Merrill Lynch September 2010 - Present
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA
Bank of America Merrill Lynch February 2015 - Present
IPC Systems, Inc. May 2010 - February 2015
Baruch College February 2007 - March 2010
Neurology Research Foundation Inc. August 2003 - December 2006
Kadis Company Ltd., Russia June 2000 - February 2001
Skills
Forecasting, Financial Reporting, Analysis, Budgets, Access, Mergers & Acquisitions, Finance, Accounts Receivable, Management, Account Management, Accounts Payable, Customer Service, Cash Flow, Sales, P&L Management, Financial Analysis, SAP ERP, SAP BPC, Business Objects, Crystal Reports, SQL, Microsoft SQL Server, SSRS, SSAS
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance
City University of New York-Hunter College 2002 — 2005
BA, Economics
Saint Petersburg State University of Finance and Economics 1996 — 2000
Bachelor's, Economics
Bank of America Merrill Lynch September 2015 - Present
Park Hudson International February 2013 - September 2015
International Market Recruiters May 2012 - February 2013
International Market Recruiters April 2010 - May 2012
International Market Recruiters October 2007 - April 2010
Skills
Financial Services, Equities, Interview Preparation, Fixed Income, Trading, Technology Recruitment, IT Recruitment, Recruiting, Derivatives, Asset Managment, Options, Asset Management, Hedge Funds, FX Options, Interviews, Settlement, Temporary Placement, Capital Markets, Electronic Trading, Securities, Resume Writing, Prime Brokerage, Finance, Financial Risk, Bloomberg, Portfolio Management, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 2009 — 2014
Bachelor of Business Administration (B.B.A.), International Marketing, Minor: Communications, 3.4
Professional Performing Arts School 1997 — 2004
High School Diploma, Vocal Studies
Continuum Analytics, Inc. May 2015 - Present
NoteX August 2013 - February 2015
Pico Quantitative Trading June 2013 - April 2014
Bank of America Merrill Lynch May 2011 - May 2012
Supply Chain Management, LLC September 2010 - May 2011
Skills
VBA, C++, Quantitative Analysis, Regression Analysis, Microsoft Excel, Databases, Research, Derivatives, Financial Modeling, Equities, Portfolio Management, Python, Linux, CUDA, R, MongoDB, Financial Engineering, Quantitative Analytics, Clojure, Agile Methodologies
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering
Binghamton University 2008 — 2008
Master of Arts, Economics; Economics and Finance
Binghamton University 2004 — 2007
Bachelor of Science, Economics; Financial Economics
Bank of America Merrill Lynch August 2013 - Present
JPMorganChase March 2008 - August 2013
BEAR STEARNS October 2006 - March 2008
CITIGROUP August 2004 - October 2006
GOLDMAN SACHS New York, NY June 1998 - August 2004
Skills
SDLC, Unix, Web Applications, Fixed Income, Equities, Trading Systems, Sybase, Business Analysis, Derivatives, Vendor Management, Electronic Trading, Risk Management, Capital Markets, Market Data, IT Strategy, Financial Services, Web Services, Data Analysis, Project Management, Market Risk
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Computer Information Systems
SAP July 2015 - Present
Nomura Securities May 2010 - June 2015
Bank of America Merrill Lynch March 2006 - November 2009
Skills
Bloomberg, Equity Trading, Equities, Fixed Income, Hedge Funds, Capital Markets, Equity Research, Investment Banking, Trading, Series 7, Alternative Investments, Asset Management, Electronic Trading, Financial Markets, Financial Modeling, Investments, Securities, Series 63, Valuation
Education
NYU School of Professional Studies 2006 — 2006
Financial Accounting
Baruch College, City University of New York (CUNY) 2002 — 2005
Bachelor’s Degree, Clinical Psychology
J.P. Morgan May 2014 - Present
Bank Of America-Merrill Lynch March 2013 - May 2014
KPMG March 2012 - March 2013
Citi August 2011 - December 2011
UBS Wealth Management March 2005 - August 2011
AT&T Labs, Inc., Lucent Technologies July 1996 - March 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Vendor Management, Oracle, Microsoft SQL Server, Unix, Management, Risk Management, PL/SQL, IT Management, Java, Project Management, Websphere, EJB, Financial Analysis, Financial Modeling, IT Operations, IT Outsourcing, Struts, Weblogic, SSAS 2008, Data Cubes, SSIS
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Master of Business Administration (M.B.A.), Finance & Investments
Monmouth University 1994 — 1996
Master's Degree, Electronic Engg.
Karnataka University 1987 — 1992
Bachelor's Degree, Electrical & Electronic Engg.
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Kismet Trading Inc. June 2013 - Present
Morgan Stanley May 2014 - September 2014
SMB-Capital January 2013 - May 2013
Bank of America Merrill Lynch October 2011 - November 2012
The Gottesman Company June 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Management, Public Speaking, Research, Strategic Planning, Leadership, PowerPoint, Project Management, Investments
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting
Queens College
Bachelor's degree, Economics
Goldman Sachs May 2015 - Present
New York Life Investments July 2013 - May 2015
J.P. Morgan March 2012 - May 2013
Societe Generale June 2012 - August 2012
Bank of America Merrill Lynch September 2011 - December 2011
JPMorgan Chase & Co. February 2011 - August 2011
Skills
Venture Capital, Start-ups, Financial Modeling, Corporate Venture..., Corporate Finance, Managerial Finance, Investment Banking, VBA, Bloomberg, Reuters, Investments, Finance, Trading, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Major: Finance, Minor: Natural Science (PreMed Concentration), Dean's List
Bank of America Merrill Lynch April 2015 - Present
Bank of America July 2011 - March 2015
Bank of America June 2007 - June 2011
Bank of America March 2006 - June 2007
JPMorgan Chase January 2005 - February 2006
Cingular Wireless August 2004 - January 2005
Citi September 2001 - July 2004
Warner Bros Studio Stores September 1999 - August 2001
Wave Hill Forest Project Summer Collaborative July 1995 - August 1999
Skills
Loans, Finance, Portfolio Management, Banking, Small Business, Commercial Lending, Financial Services, Mortgage Lending, Management, Credit, Cash Management, Business Relationship..., Business Development, Lines Of Credit, Investments, Sales, Coaching, Retail Banking, Mergers & Acquisitions, Small Business Lending, Team Leadership, Credit Cards, Cross Selling, Cash Flow, Notary Public, Bilingual-Spanish, Strategic Thinking, Client Development, Building Relationships, Relationship Management, Credit Analysis, Leadership, Commercial Banking, Consumer Lending, Risk Management, Financial Analysis, Strategy, Loan Origination, Credit Risk, Customer Service, Strategic Business...
Education
Baruch College, City University of New York (CUNY) 2013 — 2018
Master of Business Administration (M.B.A.), Corporate Finance
City University of New York-Hunter College 1999 — 2004
Bachelor of Arts (B.A.), Economics / Political Science
NYU School of Professional Studies
Commercial Credit Analysis Certificate
Itaú Unibanco September 2014 - Present
Bank of America Merrill Lynch April 2014 - September 2014
Rede Globo August 2013 - October 2013
Baruch College 2011 - May 2013
Israel Discount Bank September 2009 - June 2011
Khronos LLC July 2007 - January 2009
Israel Discount Bank December 2004 - July 2007
Skills
Finance, Microsoft Excel, Microsoft Office, Financial Reporting, PowerPoint, Spanish, Banking, Spreadsheets, Customer Service, Investment Banking, Portuguese, Analysis, Credit, Outlook, Forecasting, Market Research, Emerging Markets, Marketing Communications, Private Banking, Market Analysis, Management, Portfolio Management, Financial Services
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), International Marketing Minor in Italian
Laguardia Community College 2006 — 2008
Associate's degree, International Business
Bank of America Merrill Lynch June 2015 - August 2015
LPL Financial June 2014 - August 2014
Erik Thomsen Gallery May 2013 - July 2013
Skills
Microsoft Excel, Derivatives, Economics, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, Microsoft Word, Management, Public Speaking, Research, Securities, Asset Allocation, Marketing, PowerPoint, Microsoft Office, Alternative Investments, Investments, Data Analysis, Leadership, Teamwork
Education
Barnard College 2013 — 2016
Bachelor of Arts (B.A.), Economics
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics
Millburn High School 2008 — 2012
City University of New York July 2012 - Present
Bank of America Merrill Lynch September 2014 - October 2014
Reid & Rudiger Capital Management June 2014 - August 2014
Merrill Lynch August 2012 - December 2012
NASA - National Aeronautics and Space Administration June 2012 - August 2012
Skills
Windows XP, Microsoft Office, Mac OS, Windows Vista, Bloomberg Terminal, Time Management, Public Speaking, Research, Teamwork, Cold Calling, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Social Media, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor's Degree, Economics, Dean's List
State Street January 2014 - March 2014
Bank of America Merrill Lynch March 2013 - July 2013
JPMorgan Chase January 2009 - June 2012
Interlink Properties, LLC July 2007 - January 2009
JPMorgan Chase February 2004 - July 2007
JPMorgan Chase September 2002 - February 2004
JPMorgan Chase December 1997 - September 2002
Bankers Trust August 1994 - January 1997
Skills
Bloomberg, Corporate Actions, Financial Analysis, Account Reconciliation, Mutual Funds, Fund Accounting, Fixed Income, Accounting, Risk Governance, Audit investigation, MIS Reporting, Project Management, Foreign Exchange, Cash Management, Trade Settlement, Cash Settlement, Research and..., Securities, Financial Reporting, Equities, Banking, Settlement, MIS, Risk Management, Finance, Access, Payments, Asset Management, Global Custody, Financial Risk, Financial Services, Portfolio Management, Credit, Corporate Finance, Financial Statements, Auditing, Sarbanes-Oxley Act, Internal Audit, Private Equity, Fund Administration, Hedge Funds, Derivatives, AML, Trading, Analysis, Valuation, Back Office, Investments, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 2012 — 2012
Certificate in Forensic Accounting
Baruch College 1985 — 1991
Bachelor of Business Administration (BBA), Accounting
ING Nederland February 2014 - Present
Mindspark Interactive Network, Inc. January 2014 - February 2014
Bank of America Merrill Lynch October 2008 - November 2013
Merrill Lynch September 2005 - October 2008
Cantor Fitzgerald March 2004 - September 2005
Furman Selz 1999 - 2001
Skills
Financial Analysis, Fixed Income, Forecasting, Middle Office, Finance, Bloomberg, Product Control, Structured Products, Swaps, CDS, Credit, Sarbanes-Oxley Act, SOX, Fixed Income Products, FAS 157, Visual Basic, Essbase, Hyperion, Oracle General Ledger, Smartstream, Cognos
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Fortress Investment Group March 2011 - Present
Bank of America Merrill Lynch July 2004 - March 2011
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance and Investments
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science (BS), Information Technology
Cazenovia High School
TIAA-CREF January 2012 - Present
Bank of America Merrill Lynch September 2011 - January 2012
Tekmark Global Solutions June 2010 - August 2011
Chubb May 2008 - June 2010
TekFinancials October 2007 - May 2008
Hillsborough Township Board of Education August 2004 - October 2007
Alef Beit Sefer 2002 - 2004
AT&T June 1987 - October 1999
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
PS 23 IS24 Tottenville HS
Bank of America Merrill Lynch October 2013 - Present
FDM Group June 2013 - Present
Skills
Social Media, HTML, Photoshop, JavaScript, Windows, WordPress, Java, C#, C++, CSS, PHP, SQL, Microsoft Office, Illustrator, InDesign, various programs in the..., Python, XML, JDBC, JPA, Unix
Education
Yeshiva University 2010 — 2013
Bachelor of Arts (B.A.), Computer Science
Baruch College, City University of New York (CUNY) 2008 — 2009
Business/Commerce, General
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Bank of America June 2011 - July 2013
Bank of America September 2007 - June 2011
Bank of America June 2006 - September 2007
Skills
Banking, Credit, Loans, Credit Analysis, Retail Banking, Financial Analysis, Small Business Lending, Commercial Banking, Cross Selling, Team Leadership, Investments, Management, Consumer Lending, Commercial Lending, Loan Origination, Finance, Financial Services, Wealth Management, Sales, Small Business, Credit Cards, Lines Of Credit, Fixed Income, Portfolio Management, Series 7, Mutual Funds, Financial Risk, Mortgage Banking, Series 63, Risk Management, Credit Risk, Cash Management, Relationship Management, Mortgage Lending, Customer Service, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Dual MBA: Finance & Investments / International Business
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
Business Management, Management
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
Bank of America Merrill Lynch October 2014 - Present
Deutsche Bank July 2013 - October 2014
Deutsche Bank Securities July 2010 - July 2013
MD Sass Macquarie Financial Strategies Fund June 2006 - July 2010
Bryant Park Capital September 2005 - May 2006
Citigroup 2005 - August 2005
Cornell Capital Partners January 2005 - May 2005
Skills
Hedge Funds, Investment Banking, Equities, Valuation, Capital Markets, Banking, Investor Relations, Private Equity, Fixed Income, Due Diligence, Alternative Investments, Structured Finance, Emerging Markets, Derivatives
Education
Baruch College, Zicklin school of Business
MBA
Bank of America Merrill Lynch June 2005 - December 2011
Summit Systems, Inc July 2001 - May 2003
Credit Suisse July 2000 - July 2001
Deutsche Bank June 1998 - July 2000
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (M.S.), Financial Engineering
Polytechnic University 1997 — 1999
Master of Science (MS), Computer Science
Polytechnic University 1993 — 1997
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch June 2008 - June 2011
Merrill Lynch June 2007 - June 2008
Merrill Lynch & Co. September 2006 - June 2007
Merrill Lynch & Co. June 2006 - August 2006
Ball Baker Leake LLC and LLP 2005 - 2006
Odyssey House 2004 - 2005
Skills
Investments, Wealth Management, Accounting, Private Banking, Bonds, Fixed Income, Series 7, Equities, Financial Modeling, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Alternative Investments, Strategic Planning, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Morgan Stanley October 2012 - Present
BNP Paribas March 2012 - September 2012
Credit Suisse September 2011 - January 2012
MarketAxess May 2011 - August 2011
Bank of America Merrill Lynch December 2010 - April 2011
Goldman Sachs December 2009 - November 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2005 - September 2008
Spring Pools Lane 1980 - 2000
Skills
Fixed Income, Business Analysis, Project Management, Derivatives, Trading, Options, Risk Management, Portfolio Management, Hedge Funds, Equities
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS Finance, International Finance
Boston University
BS Journalism, Communications
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America 2005 - 2008
Bank of America 2002 - 2005
Citigate Hudson 2000 - 2001
Skills
Credit Analysis, Microsoft Excel, Financial Analysis, Financial Reporting, Account Management, Financial Accounting, Essbase, General Ledger, Account Reconciliation, Budgets
Education
City University of New York-Baruch College 1993 — 1999
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
John Dewey HS 1990 — 1993
Foreign language
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch September 2009 - September 2012
Bank of America Merrill Lynch June 2008 - October 2009
BMO Capital Markets September 2006 - June 2008
Time Inc. 2005 - 2006
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Capital Markets, Financial Services, Strategic Financial..., Banking, Accounting
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance, General, 3.6
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America July 2015 - Present
SEP Technology Consulting, LLC March 2013 - July 2015
Bank of America Merrill Lynch August 2011 - November 2012
Bank of America Merrill Lynch April 2008 - August 2011
Bank of America February 2006 - April 2008
Goldman Sachs June 2004 - February 2006
UBS March 2003 - June 2004
Allegheny Energy October 2001 - March 2003
Skills
Credit, Fixed Income, Derivatives, Equities, Trading, Bloomberg, Capital Markets, FX Options, Investment Banking, Credit Derivatives, Portfolio Management, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Modeling, Interest Rate..., Middle Office, Options, Structured Products, Trading Systems
Education
Baruch College 1997 — 2001
Bernard Baruch College
Bachelor of Business Administration, Finance and Investments
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch February 2006 - January 2011
Bear Stearns 2000 - 2006
Skills
Fixed Income, Capital Markets, Valuation, Loans, Middle Office, ABS, Loan Origination
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
SMPP
Bank of America- Merrill Lynch February 2002 - Present
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Investments and Finance
Amazon September 2014 - Present
AppNexus October 2012 - August 2014
Bank of America Merrill Lynch September 2009 - September 2012
Bank of America July 2007 - September 2009
Skills
Online Advertising, Advertising, E-commerce, Ad Exchanges, Mobile Advertising, RTB, Technology, Digital Strategy, Ad Networks, Digital Media, Ad Serving, Analytics, Business Strategy, Digital Marketing
Education
Barnard College 2003 — 2007
Economics
Columbia University in the City of New York
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
Bank of America April 2011 - Present
Bank of America Merrill Lynch October 2006 - April 2011
Deloitte & Touche 2005 - 2006
Deloitte & Touche 2001 - 2005
Skills
Financial Services, Banking, SDLC, Risk Management, Business Analysis, Asset Management, Requirements Gathering, Management, Investment Banking, Analysis, Business Process..., Valuation, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 1997 — 2004
Curtis HS 1993 — 1997
Bank of America Merrill Lynch January 2009 - Present
Banc of America Securities December 2004 - November 2009
Lehman Brothers June 2000 - December 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Finance
Columbia University in the City of New York 1990 — 1992
B.S.E., Civil Engineering, Cum laude, May 1992
Providence College 1987 — 1991
BS, Physics
Financial Industry Regulatory Authority September 2013 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Wells Fargo December 2008 - June 2010
Bear Stearns February 2000 - November 2008
Deloitte & Touche October 1997 - January 2000
Skills
Derivatives, Fixed Income, Options, Equity Derivatives, Valuation, Swaps, Risk Management, Product Control, Securities, Structured Finance, Finance, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business
BS, Accounting
Moscow State Mining University
MS, Constructions of Underground Structures and Mines
Bank of America Merrill Lynch March 2015 - Present
Goldman Sachs July 2011 - February 2015
Volunteer Income Tax Assistance (VITA) November 2007 - January 2013
Golden Key International Honour Society June 2010 - June 2011
Goldman Sachs October 2008 - June 2011
Baruch College October 2008 - June 2011
Skills
Proficient in Microsoft..., Leadership, Entrepreneurship, Training, Marketing, Mandarin, Networking, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Accounting, Economics, Financial Reporting, Microsoft Office, Risk Management, Bloomberg Terminal, Chinese, Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor, Finance
Peking University 2009 — 2009
Intensive Chinese Language
Edward R. Murrow High School 2003 — 2007
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Bank of America Merrill Lynch February 2011 - Present
Bank of America November 2008 - February 2011
Merrill Lynch 2000 - 2008
Consumer Reports May 1995 - May 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Market Data, IT Strategy, Disaster Recovery, Trading Systems, Data Center, Business Continuity, Project Portfolio..., IT Management, Enterprise Architecture
Education
City University of New York-Baruch College
BBA, Marketing
Quantitative Brokers October 2009 - Present
Bank of America Merrill Lynch June 2009 - August 2009
NYS Insurance Department June 2006 - September 2008
Skills
Algorithms, Quantitative Finance, Financial Engineering, Market Microstructure, Monte Carlo Simulation, R, Quantitative Analytics, Backtesting, Time Series Analysis, C++, Bloomberg, Derivatives, Volatility, Quantitative Investing, High Frequency Trading
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Financial Engineering
Baruch College, City University of New York (CUNY) 2004 — 2008
BA, Mathematics
Bank of America - Merrill Lynch July 2011 - Present
CGI June 2008 - June 2011
CGI June 2006 - June 2008
Skills
PMP, Project Management, Release Management, Unix, Enterprise Software, Websphere, JavaScript, Web Applications, SDLC, Requirements Analysis, Business Analysis, Enterprise Architecture, Team Building, Requirements Gathering, IT Strategy, Integration, Business Intelligence, Agile Methodologies, Business Process
Education
Baruch College 1990 — 1994
BBA, Computer Informations Systems
Bank of America Merrill Lynch January 2011 - Present
Morgan Stanley February 2009 - April 2011
Morgan Stanley February 2008 - February 2009
Skills
Risk Management, Prime Brokerage, Corporate Actions, Middle Office, Management, Fixed Income, Client Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance, Accounting, Political Science
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch June 2014 - May 2015
Bank of America Merrill Lynch July 2013 - June 2014
Bank of America Merrill Lynch June 2012 - July 2013
Bank of America Merrill Lynch May 2011 - August 2011
Macy's Merchandising Group January 2010 - August 2010
Macy's Merchandising Group September 2007 - January 2010
Skills
Training, Talent Management, Recruiting, Data Analysis, Human Resources, Onboarding, Employee Relations, Performance Management, Microsoft Excel, Employee Engagement, Organizational..., Succession Planning, Talent Acquisition, Leadership, PowerPoint, Leadership Development, Microsoft Office, Strategy, Retail
Education
Cornell University 2010 — 2012
Master, Industrial and Labor Relations
Barnard College 2003 — 2007
B.A., Psychology, Education
Columbia University in the City of New York 2003 — 2007
Bank of America Merrill Lynch April 2015 - Present
RBS Greenwich Capital August 2010 - February 2015
Morgan Stanley May 2009 - August 2009
Skills
Bloomberg Terminal, Intex, Microsoft Office, MBS/ABS Valuation, Series 7, Series 63, Asset Management, Bloomberg, Bonds, Capital Markets, Finance, Financial Markets, MBS, Trading, Trading Strategies, Fixed Income, Structured Products, Technical Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch September 1997 - Present
SunGard/DML, Inc., (Subsidiary of SunGard Data Systems, Inc.) New York, NY 1984 - 1997
Skills
Portfolio Management, Equities, SDLC, Risk Management, Business Rules, Options, Financial Services, Analysis, Mutual Funds, Trading Systems, Series 7, Derivatives, Investment Banking, Securities, Wealth Management, Business Analysis, Requirements Analysis, Software Project...
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investments
Seton Hall University
Bachelor of Science (B.S.), Marketing
Project Management Institute (PMI)
PMI Certificate, Project Management Professional (PMP)
Six Sigma
Six Sigma Green Belt
Bank of America Merrill Lynch April 2000 - Present
KPMG June 1996 - April 2000
Merrill Lynch August 1988 - May 1996
ADP 1986 - August 1988
NYSE 1984 - 1986
Chase 1981 - 1984
Skills
Project Management, Business Analysis, Credit Derivatives, Interest Rate..., FX Derivatives, Exchange Traded..., Equity Derivatives, Fixed Income, Risk Management, IT Risk Management, Data Analysis, General Ledger, Middle Office, Credit Risk, Margin, Capital Markets, Budgets, Management, Equities, Financial Analysis, Banking, Derivatives, SQL, Investment Banking, Market Risk, Prime Brokerage, Trading Systems, Basel II, Collateral Management, FX Options, Options, Structured Products, Market Data, Electronic Trading, Swaps, Operational Risk, Bloomberg, Hedge Funds, Financial Markets, Financial Services, Securities, Reference Data, Back Office, Bonds, Financial Risk, Portfolio Management, Dodd-Frank
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance and Investment Analysis
New York University
Computer Science
Merrill Lynch Corporate Audit June 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Merrill Lynch 2004 - Present
Bank of America Merrill Lynch 2004 - Present
PricewaterhouseCoopers October 2001 - May 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Financial Risk, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
Brown Brothers Harriman & Co. 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2009
Reuters 2002 - 2003
FXall 2001 - 2002
Sanwa Bank 1997 - 2001
Skills
Portfolio Management, FX, Customer Relations, Investor Relations, Financial Markets, Financial Services, Banking, Derivatives, Bloomberg, Trading, Finance, Asset Management, Electronic Trading
Education
New York University 2000 — 2000
Portfolio Management
Baruch College, City University of New York (CUNY)
University of Utah
B.S., Economics
Morgan Stanley September 2015 - Present
Barclays Capital August 2012 - September 2015
Bank of America Merrill Lynch September 2008 - August 2012
Merrill Lynch & Co., Inc. March 2001 - September 2008
Moody's Investors Service March 1995 - March 2001
Skills
Fixed Income, Risk Management, Portfolio Management, Credit Risk, Derivatives, Capital Markets, Credit, Investment Banking, Market Risk, Mergers & Acquisitions, Financial Risk, Credit Analysis, Hedge Funds, Banking, Corporate Finance, Financial Modeling, Structured Products, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Finance and Investments
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - July 2014
Prudential Financial June 2012 - August 2012
TIAA-CREF June 2011 - May 2012
Yale Robbins, Inc February 2011 - June 2011
Crohn's & Colitis Foundation of America February 2010 - February 2011
KPMG, LLP July 2008 - June 2009
Skills
Microsoft Excel, Accounting, Essbase, SAP, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, Tax, Customer Service, Teamwork, Oracle Discoverer, Oracle, Finance, Account Reconciliation, Public Speaking
Education
Baruch College / CUNY 2009 — 2013
Bachelors, Business Administration; Accounting; Communication Studies
Baruch College, City University of New York (CUNY) 2009 — 2013
High School of Economics & Finance
Youth Action YouthBuild January 2015 - Present
Bank of America Merrill Lynch April 2014 - October 2014
NYSE Euronext September 2013 - January 2014
NYSE Euronext June 2013 - August 2013
Office of the Public Advocate February 2013 - May 2013
TruFund Financial February 2012 - June 2012
Disabled American Veterans October 2006 - March 2011
US Army March 2004 - August 2004
US Army November 1999 - March 2004
Skills
Government, Public Speaking, Microsoft Office, Military Experience, Research, Microsoft Excel, Army, Military Operations, Microsoft Word, Leadership Development, Security Clearance, Training, Policy, Leadership, Program Management, Management, Team Building, Event Management, Analysis, Marketing
Education
Baruch College
Bachelor of Arts (B.A.), Political Science and Government
Laguardia Community College
Associate of Science (A.S.), Business Administration and Management, General
Bank of America Merrill Lynch September 2000 - December 2009
Skills
Accounting, Analysis, Equities, Financial Modeling, Financial Reporting, General Ledger, Management
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BA, Accounting
RBC Capital Markets October 2012 - Present
Bank of America Merrill Lynch July 2010 - October 2012
Merrill Lynch November 2007 - June 2010
Citigroup March 2007 - November 2007
HSBC May 2006 - November 2006
Walt Disney World January 2005 - August 2005
Skills
Fixed Income, Derivatives, Product Control, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance and Investment
Binghamton University 2001 — 2005
BS, Economics
Bank of America Merrill Lynch June 2001 - December 2011
Indugraficas SA November 1993 - October 1998
Conpancol SA January 1990 - October 1993
Skills
Business Analysis, Financial Analysis, Financial Modeling, Analytics, Equity Research
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2001
MBA, Finance & Investments
Universidad del Valle (CO)
Specialist in Industrial Automation, Industrial Informatics and Digital Control
Universidad Autonoma (Cali, CO)
BS in Mechanical Engineering
Bank of America Merrill Lynch January 2014 - Present
Quantnet.com January 2012 - Present
R&R Consulting (Credit Metrics) February 2012 - July 2012
MetLife June 2010 - August 2010
MetLife June 2009 - August 2009
Skills
C++, VBA, C, Matlab, SQL, R, Stochastic Calculus, Python, Monte Carlo Simulation, Financial Modeling, Financial Engineering, Derivatives, Quantitative Finance, Equities, Perl, PHP, Reverse Engineering, Mathematics Education, Portfolio Management, Bloomberg, Java, Linux, Boost C++, x86 Assembly, Excel, C/C++ STL, Access, JavaScript, Bash, Shell Scripting, Multithreading, Microsoft Excel
Education
City University of New York-Baruch College 2010 — 2013
M.S., Financial Engineering
Touro College 2006 — 2010
B.S., Mathematics / Finance
N/A November 2011 - Present
Bank of America Merrill Lynch February 2011 - November 2011
Skills
Capital Management, International Business, Tax Reporting, Insurance, Corporate Finance, Corporate Governance, Statutory Reporting, Market Research, Government, Education, Cost Accounting, Inventory Management, Banking, Credit, Reporting & Analysis, Microsoft Excel, SharePoint, Forecasting, Consulting, Investments, Data Reconciliation, Presentations, Nonprofits
Education
Baruch College
Bank of America Merrill Lynch July 2015 - Present
BMO Capital Markets April 2015 - June 2015
Williams Lea October 2010 - April 2015
Imagination Publishing August 2010 - October 2010
Old Rhinebeck Aerodrome May 2008 - August 2009
Forum: Bard College's Journal of Literary Studies February 2008 - May 2009
the New York Neo-Futurists June 2008 - August 2008
Sui Generis: An Annual Multilingual Magazine February 2008 - May 2008
HVS Convention, Sports and Entertainment June 2007 - August 2007
Chicago Mercantile Exchange May 2007 - August 2007
Skills
Writing, Editing, Maintaining Strong..., Social Media, Journalism, Copy Editing, Microsoft Office, Adobe Creative Suite, InDesign, Photoshop, Corel Draw, Graphic Design, Max/MSP/Jitter, Facebook, Social Media Marketing, MapInfo, New Media, Marketing
Education
Bard College 2006 — 2010
Bachelor of Arts (BA), Literature, Classical Studies
John Cabot University (Rome) 2009 — 2009
Italian Language, Architecture, Art History
Oak Park River Forest High School 2002 — 2006
Bank of America Merrill Lynch November 2014 - Present
Zicklin School of Business - Management Department September 2013 - December 2013
Cognia Studios April 2013 - October 2013
Bima Institute of Management, Pvt, Ltd March 2011 - July 2012
Tata Consultancy Services November 2008 - January 2011
Woolworths Limited August 2007 - October 2008
Tata Consultancy Services July 2006 - July 2007
Skills
Management, Business Analysis, Project Management, Market Research, Data Analysis, Business Development, Integration, Analysis, Requirements Analysis, SQL, Microsoft Excel, Windows, Microsoft Office, PowerPoint, Quality Assurance, Product Quality, Business Strategy, Product Management, Strategy, Competitive Analysis, Cross-functional Team..., Testing, Product Development, Entrepreneurship
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Management, 3.5
Vellore Institute of Technology 2002 — 2006
Bachelor of Technology (BTech), Electronics and Communications Engineering, 3.4
N.St.Mathews Public School 1996 — 2000
High School
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch November 2010 - February 2014
Interactive Data July 2009 - October 2010
Interactive Data 2008 - 2009
S&P Comstock July 2004 - 2008
ICAP (GovPx) 2002 - 2004
Skills
SDLC, Business Analysis, Analysis, Project Management, Corporate Actions, Reference Data, Integration, Leadership, Data Analysis, Fixed Income, Trading Systems, Market Data, Financial Services
Education
New York University - Polytechnic School of Engineering 2009 — 2012
MS, Management - Project Management
DeVry University 2008 — 2009
MBA, Management - Project Management
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Info System/Finance
NYS Realtor
NYS Licensed Realtor, Real Estate
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Baruch WEST - Women of Excellence, Strength, and Tenacity February 2012 - February 2013
Credit Suisse May 2012 - August 2012
New York Stock Exchange - NYSE Euronext September 2011 - December 2011
TheBigWord June 2011 - August 2011
Office of the Controller - Baruch College October 2010 - May 2011
Skills
Operations Management, Excel, Access, Financial Reporting, Regulatory Compliance, Dodd-Frank, AMLS, SharePoint, Data Analysis, Macro, PowerPoint, Accounting, Journal Entries, Account Reconciliation, General Ledger..., Financial Analysis, Tax, Oracle, TaxWise software, Resume Review, Career Counseling, Mock Interviews, Microsoft Excel
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration, Operations Management
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch June 2013 - August 2015
Sumitomo Mitsui Banking Corporation June 2012 - May 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Credit Risk, Underwriting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (BBA)
Bergen Community College 2006 — 2008
Associate of Science (AS)
Bank of America Merrill Lynch May 2015 - Present
JPMorgan Chase June 2013 - May 2015
Deutsche Bank September 2007 - June 2013
Skills
C++, Python, VBA, Java, Unix
Education
Baruch College 2011 — 2015
Master’s Degree, Financial Engineering
New York University 2003 — 2007
Bachelor of Arts, Cum Laude, Computer Science and Economics
Bank of America Merrill Lynch January 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Outlook, English, Strategic Planning, Public Speaking, Windows, Marketing, Process Improvement, Budgets, Team Building, Negotiation, Teamwork, Time Management, Analysis
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley January 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Integrity Consulting & Marketing Services October 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) September 2010 - December 2010
Skills
Bloomberg, Trading, Fixed Income, Middle Office, Finance, Capital Markets, Investment Management, Equities, Derivatives, Hedge Funds, Securities, Financial Analysis
Education
City University of New York-Baruch College 2007 — 2011
BA, Mathematics
NRG Energy March 2015 - Present
Bank of America Merrill Lynch March 2014 - March 2015
Inerjys July 2012 - February 2014
Skills
Sustainability, Research, Renewable Energy, Grant Writing, Fundraising, Community Outreach, SPSS, Analysis, Financial Modeling, Energy Industry, Editing, Finance, Writing, Policy Analysis, Economics
Education
Columbia University in the City of New York 2008 — 2012
Bachelors of Arts, Biology
Barnard College 2008 — 2012
Bachelor of Arts, Biology
The Island School 2007 — 2007
Sustainability
Bank of America Merrill Lynch Business BankerJPMorgan Chase2009 - 2010
HSBC Commercial Banking 2008 - 2009
HSBC Commercial Banking 2002 - 2008
JPMorgan Chase 2001 - 2002
Prudential Financial 1999 - 2001
Skills
Portfolio Management, Credit
Education
New York University 2007 — 2008
CFP
City University of New York-Baruch College 1996 — 2001
Bachelor of Arts (BA)
Credit Suisse September 2015 - Present
Bank of America Merrill Lynch August 2014 - September 2015
Credit Suisse January 2012 - August 2014
US Trading, LLC January 2010 - December 2011
Cognizant June 2006 - December 2011
Skills
Business Analysis, Requirements Gathering, Banking, Requirements Analysis, Risk Management, SQL, SDLC, Derivatives, Credit Risk, Market Risk, Operational Risk, VBA, Agile Methodologies, Business Process..., Business Intelligence, PL/SQL, Software Project..., Data Modeling, Visio, Oracle, Data Analysis, Data Warehousing, Financial Modeling, Testing, COBOL, Unix, Mainframe, Microsoft SQL Server, Capital Markets, Fixed Income, Microsoft Project, Access, Equities, Change Management, Process Improvement, Integration, Financial Analysis, Python, Basel II, basel III, MS-DOS, Sybase, Quartz, Product control IT, Project Management, Business Requirements
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance & Information systems
Vellore Institute of Technology
Bachelor of Technology (B.Tech.), Electronics & Communication
Bank of America Merrill Lynch June 2015 - August 2015
Morgan Stanley October 2014 - February 2015
Sumitomo Mitsui Trust Bank Limited April 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Credit Analysis
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Investments
Fitch Solutions June 2015 - Present
Baruch Investment Management Group April 2015 - Present
Sponsors for Educational Opportunity March 2015 - Present
Bank of America Merrill Lynch May 2015 - May 2015
Credit Suisse May 2015 - May 2015
BlackRock April 2015 - April 2015
Coalition for Hispanic Family Services July 2014 - September 2014
Skills
PowerPoint, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Leadership, Social Media, Financial Modeling, Finance
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Business Administration (B.B.A.), Finance
Brooklyn Technical High School 2010 — 2014
Advanced Regents Diploma, Law and Society, 90
Bank of America Merrill Lynch August 2006 - Present
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General