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
Denison Yacht Sales June 2012 - Present
Automatic Specialty Juciers Inc July 2011 - June 2012
Areti Yacht Management April 2010 - July 2011
Bank of America Merrill Lynch December 2008 - April 2010
Skills
Investments, Investment Advisory, Wealth Management, Public Speaking, Microsoft Excel, Financial Analysis, Microsoft Office, Social Media, PowerPoint, Asset Managment, Customer Service, Data Analysis, Series 7, Series 66, Analysis, Team Building, Contract Negotiation, Team Leadership, Management, Boating, Yachting, Uniform Combined State..., Project Planning
Education
Palm Beach Atlantic University 2004 — 2008
Bachelors of Science, Applied Finance & Accounting
BNY Mellon February 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
CS Real Estate Investments April 2009 - June 2014
Wells Fargo November 2000 - April 2009
Education
Pepperdine University 2012 — 2013
Master of Business Administration (M.B.A.), Finance
University of La Verne 2007 — 2009
Bachelor’s Degree, Business Management, Finance
SalesforceIQ September 2015 - Present
RelateIQ September 2013 - September 2013
Chase Investments, a part of J.P. Morgan Securities LLC March 2012 - September 2013
Bank of America Merrill Lynch January 2011 - January 2012
Mobile Mini Inc August 2008 - March 2010
Los Altos Water Polo 2009 - 2010
Mobile Storage Group July 2007 - August 2008
SAAC of Pepperdine University August 2004 - April 2007
Skills
Sales, Sales Process, Leadership, Sales Operations, Sales Management, Selling, RelateIQ, CRM
Education
Pepperdine University 2003 — 2007
BA, Economics
Soquel High School 1999 — 2003
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Financial Industry Regulatory Authority (FINRA) April 2013 - July 2013
Citigroup June 2010 - April 2013
Bank of America Merrill Lynch December 2008 - May 2010
Goldman Sachs May 2007 - November 2008
Citi May 2005 - May 2007
Deloitte Consulting - New York, NY December 2000 - May 2005
WeddingChannel.com - San Francisco, CA August 1999 - October 2000
Braun Consulting - Chicago, IL August 1998 - July 1999
Skills
Big Data, Cloudera, ETL, Hadoop, NoSQL, Linux, MS Access, SQL, TOAD, SQL Server, UNIX, Oracle DBA Certified..., Business Analysis, SDLC, Microsoft SQL Server, Automation, Basel III, Basel II, Derivatives, Business Intelligence, Requirements Analysis, Data Warehousing, Integration, Risk Management, Management
Education
Penn State University 1992 — 1997
B.S., Industrial Engineering
Fleetwood High School 1988 — 1992
C&S Wholesale Grocers July 2015 - Present
First Quality Products May 2014 - August 2014
Accident Rehabilitation Centers May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Insurers World / Home Entertainment Distributors June 2009 - April 2011
CertaPro Painters November 2010 - March 2011
Ben Flax Company August 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Management, Sales, Microsoft Office, Leadership, Supply Chain, Supply Chain Management, Data Analysis, Customer Service, Teamwork, Social Media, PowerPoint, Public Speaking, Time Management, Logistics, Inventory Management, Financial Analysis, Budgets, Negotiation, Strategic Planning, Process Improvement, Sales Operations, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS) - Supply Chain and Information Systems, Logistics, Materials, and Supply Chain Management, Alumni
Newton South High School 2007 — 2011
High School, Business Administration, Management and Operations
Bank of America Merrill Lynch March 2015 - Present
BNP Paribas August 2010 - June 2014
Dimension Trading Group, LLC April 2009 - August 2010
Spire Trade Group January 2006 - April 2009
Skills
Derivatives, Banking, Middle Office, Bloomberg, Equities, Back Office, Investment Banking, Capital Markets, Risk Management, Financial Risk, Portfolio Management, Hedge Funds, Trading, Equity Derivatives, Financial Markets, Fixed Income
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Penn State University 2001 — 2002
Conway, Del Genio, Gries & Co., LLC January 2012 - Present
Bank of America Merrill Lynch December 2009 - December 2011
Broadview Networks May 2009 - November 2009
Bear Stearns July 2006 - June 2008
Skills
Corporate Finance, Restructuring, Valuation, Investment Banking, Financial Modeling, Business Strategy, Capital Markets, Private Equity, Due Diligence, Financial Analysis, Fixed Income
Education
Penn State University 2002 — 2006
B.S. in Finance, Finance & accounting
Bank of America Merrill Lynch 2005 - Present
Skills
Loans, Small Business Lending, Cash Management, Commercial Lending, Commercial Banking, Loan Origination, Merchant Card Processing, FX Hedging, FX Derivatives, SBA 504, Commercial Leasing, Business Development, Commercial Mortgages
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelors, Business Administration
Herkimer County Community College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch June 2015 - Present
Park Hyatt September 2014 - May 2015
Houlihan's Restaurants, Inc. June 2012 - August 2012
Hershey Entertainment & Resorts June 2011 - June 2012
Higher Grounds Cafe August 2010 - May 2012
The Patriot House Bed & Breakfast May 2008 - September 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Hospitality Management, Time Management, Food, Hospitality Industry, Cooking, Banquets, Food, Food Service, Data Entry, Restaurants
Education
Penn State University 2010 — 2014
Hospitality Management, Hospitality Administration/Management
MSCI Inc. April 2014 - Present
Bank of America Merrill Lynch August 2010 - April 2014
Merrill Lynch July 2007 - August 2010
Merrill Lynch February 2007 - July 2007
Merrill Lynch August 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Equity Derivatives, Equities, Swaps, Structured Products, Risk Management, Liquidity Risk, Financial Structuring, FX, Funding, Fixed Income, Financial Statement..., Financial Modeling, Pension Funds, Insurance, Foundations, Endowments
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Mars Area High School
Citi March 2015 - Present
Citi June 2014 - August 2014
ICBC Credit Suisse Asset Management Company July 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - July 2011
Skills
Mandarin, Matlab, Microsoft Excel, Bloomberg, C++, Valuation, English, Research, Financial Modeling, C, Statistics, R, Quantitative Finance, Quantitative Research, MATLAB
Education
Stanford University 2013 — 2015
Master of Science (MS), Financial Mathematics
Peking University 2009 — 2013
Bachelor of Science (BS), Mathematics
The High School Affiliated to Renmin University of China 2003 — 2009
Freelance Design; Self-employed June 2015 - Present
Graphic Distinctions February 2014 - May 2014
Creativebug June 2013 - August 2013
Haute Hippie August 2011 - November 2011
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Photoshop, Illustrator, Microsoft Office, InDesign
Education
Parsons School of Design 2011 — 2014
Bachelor's Degree, Communication Design
Savannah College of Art and Design 2010 — 2011
EtherHealth 2014 - Present
The Wharton School 2014 - Present
Castlight Health June 2015 - August 2015
GI Partners August 2012 - July 2014
Goldman Sachs October 2010 - July 2012
Bank of America Merrill Lynch July 2009 - October 2010
Bank of America Merrill Lynch June 2008 - August 2008
BlackRock May 2007 - August 2007
Skills
Mergers & Acquisitions, Investment Banking, LBO, M&A experience, Venture Capital, Corporate Development, Leveraged Finance, Hedge Funds, DCF, IPO, Business Valuation, Alternative Investments, Investor Relations, Emerging Markets, Finance, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Health Care Management
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC January 2015 - May 2015
Nittany Lion Fund, LLC August 2014 - December 2014
Nittany Lion Fund, LLC April 2014 - August 2014
Vector Marketing June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Teamwork, Financial Analysis, Time Management, Accounting, PowerPoint, Microsoft Word, Valuation, Financial Statement..., Bloomberg Terminal, FactSet, Tenacious Work Ethic, Due Diligence, Adaptive Learning, Adaptive Leadership, Equity Research, Equity Trading, Trend Following, Public Speaking, Marketing Communications, Customer-focused Service, Workforce Management, Social Networking, Social Media, Microsoft Office
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance & Economics, GPA: 3.77/4.00
Moorestown High School 2008 — 2012
High School
Bank of America Merrill Lynch August 2013 - Present
Penn State Football 2008 - 2012
Skills
Sports, Microsoft Office, Leadership, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Social Networking, PowerPoint, Facebook, Marketing, Time Management, Financial Analysis, Fundraising
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
Marple Newtown High School 2004 — 2008
USI Affinity July 2010 - Present
TD Insurance July 2010 - July 2010
Bank of America Merrill Lynch January 2004 - July 2010
Prudential Financial June 1996 - December 2003
Delaware Valley Financial Services, Inc. September 1993 - June 1996
New York Life July 1992 - August 1993
Skills
Mutual Funds, Insurance, Strategy, Financial Services, Retirement, CRM, Leadership, Management, Retirement Planning, Business Development, Finance, Investments, Product Management, Process Improvement, Business Planning, Wealth Management, 401k, Affinity Groups, Product Marketing, Sales, Fixed Annuities, Relationship Management, Consumer Products, Vendor Management, Cross-functional Team..., Analysis, Strategic Financial..., Mergers & Acquisitions, Direct Marketing, FINRA, Variable Annuities, Life Insurance, Risk Management, Marketing Strategy, Marketing, Operations Management, Social Media, Leadership Development, Executive Management, Strategic Planning, Banking, Employee Benefits, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Master of Business Administration (M.B.A.), Management & Marketing, 3.98
Penn State University 1988 — 1992
BS, Insurance
Cronheim Mortgage Corp. May 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Education
Penn State University 2008 — 2012
B.S., Finance
Susquehanna International Group, LLP (SIG) September 2013 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2011 - July 2012
Bank of America Merrill Lynch January 2010 - February 2011
Turner Investment Partners May 2008 - January 2009
S&A Homes August 2007 - May 2008
Northrop-Grumman July 2007 - July 2007
Bank of America May 2006 - September 2006
Skills
Finance, Management, Leadership, Bloomberg, Equities, Portfolio Management, Securities, Investments, Banking, Trading, Budgets, Fixed Income, Microsoft Excel
Education
Penn State University 2004 — 2009
B.S., Business Economics
Macquarie Capital March 2015 - Present
Bank of America Merrill Lynch July 2011 - March 2015
Bank of America Merrill Lynch June 2009 - July 2011
Education
Penn State University 2005 — 2009
BS, Finance, minor in Economics
Bank of America Merrill Lynch September 2014 - Present
Forest Laboratories June 2012 - June 2014
The City University of New York (CUNY) November 2010 - November 2012
The City University of New York (CUNY) July 2010 - November 2010
New York City Comptroller's Office June 2009 - August 2009
New York City Department of Finance June 2008 - August 2008
Skills
Access, Excel, Budgeting, PowerPoint, Word, Financial Analysis, SAP, Financial Reporting, Contract Management, Accounting, Microsoft Word, Microsoft Excel, Event Planning, Accounts Payable, Budgets, Microsoft Office, Management
Education
Penn State University 2006 — 2010
Bachelor of Science in Business, Financial Services
Bank of America Merrill Lynch April 2013 - Present
Bank of America February 2012 - April 2013
Total Care and Concern, Inc March 2012 - January 2013
Aon Hewitt September 2011 - February 2012
Citi August 2010 - 2011
Citi 2008 - 2010
Citi July 2007 - 2008
Skills
Risk Management, Credit, Loans, Mortgage Lending, Credit Analysis, Banking, Mortgage Banking, Credit Risk, Financial Analysis, Underwriting, Relationship Management, Financial Risk, Refinance, Financial Services, Finance, Residential Mortgages, Lines Of Credit, FHA, Mortgage Servicing, Loan Servicing, Loss Mitigation, VA loans, SAP HR, PeopleSoft, LAMP, Taleo, Human Resources, SAS programming, HR Policies, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Quality Auditing, Compliance, Management
Education
Pfeiffer University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.65
UNC Charlotte 2003 — 2007
Bachelor's degree, Sociology
Bank of America Merrill Lynch November 2014 - Present
Skills
Banking, Analysis, General Ledger, Financial Statements, Accounting, Financials, Financial Projection, P&L Forecasting, P&L reconciliation, Journal Entries, Microsoft Excel, SQL, Essbase, SAP, Forecasting, Internal Controls, PowerPoint, P&L Management, Loans, Financial Modeling, Auditing, Financial Analysis, Microsoft Office, Data Analysis, Accounts Payable, Accounts Receivable, Strategic Financial..., Customer Service, Finance, Access, Hyperion Enterprise, Microsoft Word, Invoicing
Education
Penn State University 2006 — 2010
Bachelor's of Science, Accounting
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
Bank of America Merrill Lynch February 2015 - Present
VALIC March 2012 - December 2014
Borro Tax Associates, Inc. January 2011 - February 2012
Borro Tax Associates, Inc. December 2006 - December 2010
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Mutual Funds, 401k, High Net Worth..., Retirement, Financial Advisory, Investments, Financial Analysis, Bonds, Investment Management, Securities, Asset Allocation, Tax, Series 7, Investment Advisory, Investment Strategies, IRAs, Uniform Combined State..., Wealth Accumulation, Wealth Management, Wealth, Fixed Annuities, 401k Rollovers, Alternative Investments, Pensions, Wealth Management..., ETFs, Asset Management, 529 Plans, Portfolio Management, FINRA, College Savings Plans, Life Insurance, Roth IRA, Variable Annuities, Long Term Care Insurance, Saving for Education, Equities, Disability Insurance, Personal Financial..., Income Protection, Term Life Insurance, Options, Stocks
Education
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.), Accounting
Seagate Christian Schools
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Prudential Financial June 2009 - August 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Health Catalyst March 2015 - Present
Access Clinical Partners August 2014 - March 2015
GTCR LLC July 2012 - July 2014
Bank of America Merrill Lynch August 2010 - July 2012
Nittany Lion Fund LLC January 2008 - December 2009
Bank of America Merrill Lynch May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
Penn State University 2006 — 2010
Major: Finance, Minor: Biology
Holy Ghost Prep
Bank of America Merrill Lynch June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Bloomberg LP August 2013 - August 2013
Prudential Financial July 2013 - July 2013
Liberty Mutual Insurance June 2013 - June 2013
Carlton Pools June 2011 - July 2012
TWP OF BRANCHBURG June 2007 - August 2011
Skills
Microsoft Office, Economics, Microsoft Word, Financial Analysis, Finance, Accounting, Microsoft Excel, Bloomberg Terminal, Critical Thinking, Leadership, Philanthropy, Team-oriented, Teamwork, PowerPoint, Negotiation, Networking
Education
Penn State University 2011 — 2015
Master of Accountancy
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.85/4.0
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.85/4.0
ADP 2012 - Present
Bank of America Merrill Lynch 2007 - 2012
Internet Marketing Center of Canada 2004 - 2008
Merrill Lynch 2006 - 2006
Penn State University 2005 - 2006
Apress 2005 - 2005
Conrad Weiser Area School District 2001 - 2003
Schlouch Incorporated 2002 - 2002
Skills
Perl, Python, Linux, System Administration, DNS, SQL, MySQL, Troubleshooting, Apache, Market Data, Nagios, Unix, Networking, Solaris, PHP, Network Management..., Scripting
Education
Penn State University
B.S., Information Sciences & Technology
Percolate Inc. December 2014 - Present
Percolate Inc. February 2014 - Present
The LEAP Foundation, Inc. December 2010 - February 2014
Bank of America Merrill Lynch October 2009 - December 2010
Anheuser-Busch InBev July 2007 - February 2009
Skills
Leadership, Coaching, Training, Leadership Development, Marketing, Social Media Marketing, Start-ups, Public Speaking, Marketing Strategy, Content Marketing, Marketing Communications, Non-profits, Management, Process Improvement, Team Leadership, Youth Leadership, Fundraising, Team Building, Mentoring, Project Management, Social Media, Time Management, Sales Process, Social Networking, Customer Service, Strategic Planning, Consulting, Business Development, Entrepreneurship, Event Management, Management Consulting, New Business Development, Business Planning, Business Strategy, Strategic Partnerships, Account Management
Education
Penn State University 2009 — 2010
MBA, Masters Business Administration
Penn State University 2003 — 2007
B.S, Business Management (Global Strategic Management)
Council Rock
Bank of America Merrill Lynch January 2008 - Present
Bank of America June 2006 - December 2007
Bank of America October 2001 - March 2006
Bank of America July 2000 - September 2001
Bank of America December 1997 - June 2000
Bank of America January 1995 - November 1997
Bank of America May 1991 - December 1994
Skills
Project Portfolio..., Product Management, Risk Management, Cross-functional Team..., Change Leadership, Credit Risk, Treasury Management, Business Process..., Financial Services, Management, Change Management, Financial Analysis, Payments, Portfolio Management, Vendor Management, Process Improvement, Enterprise Risk...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1991
MBA
University of California, Los Angeles 1986 — 1989
BA
Bank of America August 2012 - Present
Bank of America Merrill Lynch 2010 - August 2012
Merrill Lynch May 1999 - June 2010
Skills
Series 7, Relationship Management, Salesforce.com..., Financial Services, Mutual Funds, Series 63, Asset Allocation, 401k, Wealth Management, Investments, Retirement, Uniform Combined State..., Securities, Retirement Planning, Private Banking, Finance, ETFs, Client Services, Portfolio Management, Risk Management, Banking, Alternative Investments, Asset Management, Investment Management, Pensions, Series 6, Investment Advisory, Fixed Income, Equities, Series 24, Qualified Retirement..., Defined Contribution, Options, Series 65, Financial Advisory, Hedge Funds, Insurance, FINRA, Financial Markets, Strategic Financial..., Capital Markets, Financial Modeling, Trading, Private Equity, Defined Benefit, Wealth Management..., Bloomberg, Retirement Plan..., IRAs, Series 66
Education
Penn State University 1992 — 1998
Liberal Arts, Economics
Theorem Clinical Research January 2014 - Present
IntraLinks, Inc. January 2011 - July 2012
Bank of America Merrill Lynch June 2009 - July 2010
Merrill Lynch June 2008 - August 2008
Skills
SaaS, Risk Management, Enterprise Software, Salesforce.com, Sales Prospecting, Relationship Management, Sales Presentations, Marketing Communications, Cloud Computing, CRM, Strategic Partnerships, Account Management, Mergers & Acquisitions
Education
Penn State University 2005 — 2009
Smeal College of Business, Finance
Bank of America - Merrill Lynch August 1999 - Present
Sequel Concept, Inc July 1997 - August 1999
Asian Development Bank July 1995 - July 1997
Strategic Partners, Inc / UCPB January 1994 - July 1995
Foodmine, Inc (KFC Philippines) February 1993 - January 1994
SPi Technologies (Saztec Philippines, Inc) June 1989 - October 1992
Education
Bank of the Philippine Islands 1992 — 1993
COBOL Programming Training
Pamantasan ng Lungsod ng Maynila 1985 — 1989
BSCS, Computer Science
Bank of America Merrill Lynch September 2013 - Present
Gartland & Mellina Group May 2013 - August 2013
Credit Suisse June 2006 - December 2011
Credit Suisse June 2004 - June 2006
Credit Suisse February 2000 - June 2003
Credit Suisse April 1996 - February 2000
Credit Suisse June 1994 - June 1996
Credit Suisse June 1992 - June 1994
Skills
Investment Banking, Banking, FX trading, Strategy, Managerial Finance, Fixed Income, DCF, Financial Modeling, Business Analysis, Forecasting, Options, Asset Managment, Budgets, Business Planning, Business Valuation, Finance, Equities, Capital Markets, Business Strategy, Market Risk, Venture Capital, Securities, Derivatives, Financial Reporting, Trading, Financial Analysis, Structured Products, Valuation, Hedge Funds, FX Options, Start-ups, Investments, Due Diligence, Management, Credit, Analysis, Structured Finance, Credit Derivatives, Prime Brokerage, Risk Management, Portfolio Management, Middle Office, Alternative Investments, Bloomberg, Corporate Finance, Financial Markets, Trading Systems, Private Equity, Accounting, Emerging Markets
Education
Penn State University 1982 — 1986
b.s., finance
University of Maryland College Park 1986 — 1988
MBA, Finance
TIAA-CREF September 2014 - Present
TIAA-CREF March 2013 - Present
Bank of America Merrill Lynch April 2011 - August 2012
Merrill Lynch October 2007 - April 2011
E*TRADE Financial 2006 - 2007
Mecklenburg County Sheriffs Office 1997 - 2006
Skills
Series 7, Series 63, Six Sigma, Process Improvement, Leadership, Investments, Change Management, Cross-functional Team..., Mutual Funds, Team Building, Risk Management, Management, Sales, Project Management
Education
Pfeiffer University 2003 — 2005
Masters Degree, Business Administration
Pfeiffer University 2001 — 2003
Masters Degree, Organizational Change and Leadership
Pfeiffer University 1998 — 2001
Bachelors Degree, Criminal Justice
Central Piedmont Community College
Six sigma green belt
Bank of America Merrill Lynch July 2014 - Present
Globalive Communications Corp. September 2013 - March 2014
BMO Capital Markets January 2013 - April 2013
CGI May 2012 - August 2012
Scotiabank September 2010 - April 2011
University of Waterloo January 2010 - April 2010
Skills
Data Analysis, SQL, Business Analysis, Microsoft Excel, Analysis, Programming, HTML, Microsoft Office, SharePoint, Visio, Matlab, .NET, Testing
Education
University of Waterloo 2008 — 2013
Candidate for Bachelor, Computing and Financial Management
Peking University 2006 — 2007
EECS
U.S. Trust February 2015 - Present
US Trust January 2013 - Present
Bank of America Merrill Lynch August 2010 - January 2013
Skills
Financial Services, Financial Analysis, Strategic Financial..., Customer Service, Sales, Wealth Management, Finance, Management, Mutual Funds, Banking, Portfolio Management, Credit, Investments, Microsoft Office
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Merrill Lynch October 2007 - March 2011
Asset Inventories May 2005 - September 2005
Oppenheimer & Co. December 2004 - January 2005
Skills
Microsoft Office..., NASDAQ Workstation..., OCS, DTCC Smart Search, ARCA Web Book, Fed Wire Processing..., Equities, CRM, Options, Fixed Income, Securities, Trading, Workstations, Management, Lync Server 2010, FED, Hedge Funds, PowerPoint, Books, Account Reconciliation, Outlook, FINRA, Microsoft Excel, Accounting, Access, Accounts Payable, Middle Office
Education
Penn State University 2003 — 2007
Bachelor of Science, Economics
Bank of America Merrill Lynch October 2005 - Present
Excel Academies September 2002 - Present
Bank of America June 2003 - October 2005
FleetBoston June 2000 - June 2003
Fleet Bank June 1999 - June 2000
Fleet Bank January 1998 - June 1999
PNC Bank, N.A. June 1996 - December 1997
Stonehill & Taylor / A+P Architects May 1993 - August 1994
Skills
Real Estate Finance, New Business Development, Underwriting, Loan Origination, Due Diligence, Loans, Banking, Credit
Education
Penn State University 1994 — 1996
MBA, Finance & Real Estate
Penn State University 1987 — 1993
Bachelor of Architecture and Bachelor of Science, Minor in Architectural History
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch July 2010 - February 2013
Pratt & Whitney June 2008 - August 2008
EMI Music Publishing September 2007 - December 2007
Sikorsky Aircraft June 2006 - August 2006
Skills
Analysis, Access, Business Analysis, Requirements Gathering, Data Analysis, User Acceptance Testing, Project Management, Microsoft Office, Research, Visio, SQL, SharePoint, Business Requirements, Oracle, Software Project..., Agile Methodologies, Fixed Income, Electronic Trading, Equities, Risk Management, Java, Software Development, Unix, Financial Modeling, Teamwork, Team Building, Networking, Hedge Funds
Education
Penn State University 2004 — 2009
Bachelors of Science, Management Information Systems
DemandTec June 2011 - August 2011
Bank of America Merrill Lynch April 2011 - June 2011
Azumano International August 2010 - December 2010
Azumano Travel September 2006 - August 2010
Azumano Travel, Inc September 2006 - February 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA
University of Oregon 1999 — 2004
Bachelor of Arts
Bank of America Merrill Lynch 2013 - Present
UBS Investment Bank 2011 - 2013
UBS Investment Bank June 2010 - August 2010
Boston Consulting Group September 2007 - August 2009
Deutsche Bank June 2006 - September 2006
Skills
Valuation, Private Equity, Corporate Finance, Mergers, IPO, Fairness Opinions, Analysis, Derivatives, Strategy, Business Valuation, Alternative Investments, Venture Capital, Structured Products, Mergers & Acquisitions, DCF, Finance, Business Strategy, LBO, Portfolio Management, Equities, Financial Modeling, Investment Banking, Fixed Income, Bloomberg, Emerging Markets, Structured Finance
Education
Yale University 2009 — 2011
Master of Business Administration (MBA)
Peking University 2003 — 2007
Bachelor of Science (BS);, Biology & Economics
Nucleus Central July 2015 - Present
Bank of America Merrill Lynch May 2014 - January 2015
Genesis Biotechnology Group January 2013 - May 2014
Firmenich October 2009 - August 2010
Ocean Spray Cranberries, Inc January 2006 - August 2009
Skills
Active Directory, Troubleshooting, XP, Windows 7, Windows Server, Microsoft Office, Computer Hardware, CompTIA A, DHCP, Technical Support, Hardware, Windows, Servers, Network Administration, Microsoft Exchange, VMware, DNS
Education
PC Age-Edison 2012 — 2013
Popular Community Bank March 2012 - Present
Bank of America Merrill Lynch July 2006 - 2011
Bank of America 1999 - 2006
Bank of America 1990 - 1992
Skills
Real Estate Finance, Commercial Lending, Underwriting, New Business Development, Lines Of Credit
Education
Pepperdine University 1985 — 1988
Bachelor, Business
UCLA
Certificate Program, Real Estate
Duff & Phelps March 2015 - Present
ProQuest August 2014 - March 2015
Bank of America Merrill Lynch March 2013 - April 2014
Bank of America Merrill Lynch June 2009 - March 2013
Merrill Lynch June 2008 - August 2008
KPMG May 2007 - August 2007
GE May 2006 - August 2006
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Penn State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Stanford University
Continuing Education, Accounting and Finance
TD Ameritrade March 2015 - Present
Catholic Foundation of Greater Philadelphia 2013 - 2015
Huntingdon Valley Investment Professionals, Inc. 2010 - January 2013
Bank of America Merrill Lynch May 2008 - October 2010
PNC Investments November 2000 - May 2008
Comcast 1996 - 2000
Skills
Alternative Investments, Finance, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Securities, Financial Services, Series 65, Financial Planning
Education
Philadelphia University 1989 — 1993
BS, Marketing & Finance
Bank of America Merrill Lynch March 2014 - Present
Citigroup September 2010 - February 2014
Merrill Lynch & Co., Inc. February 2007 - December 2009
Capmark Finance Inc. (formerly GMAC Commerical Mortgage Corporation) August 2003 - February 2007
GMAC Commercial Mortgage October 2000 - August 2003
GMAC Commercial Mortgage February 1997 - October 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Benefits Administration, Insurance, HRIS, HR Policies, Employee Engagement, Interviews, Employment Law
Education
Pennsylvania State University 1992 — 1996
Christopher Elston Photography 1996 - Present
The Depository Trust & Clearing Corporation January 2013 - Present
Bank of America Merrill Lynch 2001 - Present
Clark Media 2001 - Present
Verizon 2010 - Present
First Generation 2007 - Present
NFL Films 2009 - Present
FMP Media Solutions 2010 - Present
CinemaVision Inc. 2004 - Present
Gaffney Events 2009 - Present
Skills
Photography, Television, Video, Event Photography, Photojournalism, Video Production, Portrait Photography, Camera Operating, Camera, Photos, Digital Photography, Film Production, Producing, HD Video, Videography, Photoshop, Post Production, Multimedia, Social Media, Media Production, Mac, Editing, Social Networking, New Media, Digital Media, Digital Video, Advertising, Creative Direction, Web Video, Film, Broadcast, Wedding Photography, Final Cut Pro, Public Relations, Video Editing, Production Management, Camera Operation
Education
Penn State University 1992 — 1996
BA, Film/Video
Bank of America Merrill Lynch June 2014 - August 2014
Citadel Investment Group July 2009 - May 2013
Cisco June 2008 - September 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2005 — 2009
B.S., Electrical Engineering
Peking University
Bank of America Merrill Lynch
Skills
Finance, Financial Analysis, Financial Modeling, Investments
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance, GPA: 3.87
J Harlan Group, LLC June 2014 - October 2014
RBC October 2012 - April 2014
Nauset Technology Solutions July 2011 - February 2013
Bank of America Merrill Lynch April 2007 - April 2011
Citigroup 1999 - 2007
Citi (Salomon, Smith Barney, Shearson) - Corporate & Investment Bank (CIB) 1992 - 1999
Accenture 1987 - 1992
Kraft Foods Group 1984 - 1987
Skills
Integration, Prime Brokerage, Capital Markets, Change Management, Team Building, Enterprise Architecture, Business Process..., Management Consulting, Data Warehousing, Program Management, Mergers, Equities, Market Data, Investment Banking, Vendor Management, Business Analysis, IT Strategy, Back Office, Business Management, Management, PMO, Financial Services, Mergers & Acquisitions, Derivatives, Risk Management, ITIL, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Trading Systems, Governance, Wealth Management, Banking, Business Planning, Strategy, SDLC, Hedge Funds, IT Management, Financial Risk, Electronic Trading, Leadership, Asset Management, Consulting, Securities Lending, Outsourcing, Equity Trading, Project Portfolio..., Finance, Vendor Relationships
Education
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Oakland's Comprehensive RC 1977 — 1980
English High School (O'Levels GCE)
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, understanding of basic...
Education
Penn State University 2011 — 2016
Bachelor's degree, Accounting and Finance
Penn State University 2011 — 2016
Master's degree, Accounting
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
Wells Fargo Securities Compliance April 2013 - Present
UNC Charlotte January 2013 - Present
Bank of America Merrill Lynch October 2005 - April 2013
Transamerica Occidental Life November 1998 - September 2005
R. J. Reynolds Company November 1993 - November 1998
PrimeNet Data Systems April 1993 - November 1993
Maritz Marketing Research February 1991 - April 1993
Skills
Analysis, Management, Risk Management, Business Analysis, Investments, Integration, Finance, Banking, SDLC, Portfolio Management, Financial Services, Fixed Income, Databases, Vendor Management, Marketing, Securities, Trading, Wealth Management, New Business Development, Data Management, Business Intelligence, Data Analysis, Regulatory Data Officer, Governance, risk..., Emerging IT solutions, Team leadership, IT Project & Program..., Business Continuity..., Information Security..., Agile, Six-Sigma, CMMI, Core Java/J2EE,..., Perl Scripts, SQL, SAS,..., UML, Data Modeling, Dodd-Frank Volcker Rule
Education
Queens University of Charlotte 2010 — 2012
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2008 — 2010
Master's Degree, Master of Science in Information Technology
University of North Carolina at Charlotte
Graduate, Graduate Certificate in Information Security and Privacy
Pittsburg State University
Bachelor of Business Administration, Information Systems
Nittany Lion Fund August 2015 - Present
Smeal Allocation Board March 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC December 2013 - December 2014
PTM Wealth Management, LLC June 2014 - August 2014
Penn State Lunar Lion Team January 2014 - May 2014
Skills
Mutual Funds, Effective Communication, Analysis, Equities, Research, Investments
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
J.P. Morgan September 2014 - Present
Depository Trust & Clearing Corporation May 2013 - August 2014
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch June 2010 - May 2012
The Dealmakers Magazine June 2009 - August 2009
Skills
Excel, PowerPoint, Visio, Budgeting, Administration, Project Planning, Statistics, Forecasting, Project Management, Microsoft Excel, Research, Budgets, Risk Management, Human Resources, SharePoint, Financial Risk, Data Analysis
Education
Penn State University 2006 — 2010
BS, Psychology, Industrial/Organizational Psychology, Business
Holmdel High School 2002 — 2006
ZelnickMedia/ZM Capital July 2014 - Present
Rockland Capital July 2012 - June 2014
Bank of America Merrill Lynch July 2010 - July 2012
Ernst & Young June 2009 - August 2009
Education
Penn State University 2006 — 2010
Bachelors of Science, Finance
HSBC Commercial Banking September 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Wells Fargo February 2011 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - November 2009
Wachovia May 2008 - January 2009
Wachovia July 2007 - May 2008
BB&T December 2005 - July 2007
Bank of America January 2004 - December 2005
Bank of America September 2002 - January 2004
Education
Pfeiffer University 2001 — 2004
B.S. Business Administration & MIS
Penn State University 1987 — 1990
Administration of Justice
Marlborough High School 1982 — 1986
Golub Capital September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Bank of America Merrill Lynch June 2011 - July 2013
Bank of America June 2010 - August 2010
Johnson & Johnson June 2009 - January 2010
Skills
Bloomberg, Bloomberg Terminal, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Valuation, Equity Research, Investments, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Analysis, Portfolio Management
Education
Penn State University 2006 — 2010
Finance
Nittany Lion Fund, LLC November 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC November 2014 - December 2014
Nittany Lion Fund, LLC May 2014 - August 2014
Zeta Psi Fraternity December 2013 - February 2014
Penn State Investment Association September 2013 - December 2013
Ennis' Market August 2009 - August 2013
East Halls Residence Association September 2012 - April 2013
Sapphire Leadership Program August 2012 - December 2012
Skills
Leadership, Finance, Public Speaking, Volunteering, Alumni Relations, Social Media, Interviews, Budgets, Financial Analysis, Investments
Education
Penn State University 2012 — 2016
Bank of America Merrill Lynch 2010 - Present
Skills
Cash Flow, Financial Analysis, Global Client Management, Credit Analysis, Credit Risk, Commercial Banking, Public Sector, Microsoft Word
Education
Penn State University 2006 — 2010
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2014 - Present
Citi June 2013 - July 2014
Pfizer March 2012 - July 2012
IDG Capital Partners October 2011 - February 2012
Acidophil, LLC June 2011 - September 2011
Skills
Market Research, Financial Analysis, Microsoft Excel, Economics, Investments, Financial Modeling, Mergers & Acquisitions, Valuation, Analysis, Finance, Portfolio Management, Corporate Finance, Strategy, Business Development, Bloomberg
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science, Finance
Peking University 2008 — 2012
Bachelor of Arts (B.A.), Economics/Finance
University of North Carolina at Chapel Hill August 2012 - Present
Tier One Company LLC July 2005 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Red Bull June 2014 - August 2014
The Daily Tar Heel September 2012 - May 2014
Lenovo May 2013 - July 2013
Peking University August 2011 - June 2012
By Brasil Sports May 2011 - July 2011
Four Seasons Hotels and Resorts July 2010 - August 2010
Skills
Mandarin, Social Media Marketing, Microsoft Office, PowerPoint, Teamwork, Teaching, Microsoft Excel, Java, Writing, Research, Management, English, Chinese, Social Media, Product Marketing, Integrated Brand..., Market Research, Marketing Strategy, Data Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, BSBA in Business Administration, Second Major in Chinese Language
Peking University 2011 — 2012
Chinese Language and Literature
Singapore American School 2002 — 2011
High School
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Wells Fargo July 2013 - December 2013
Skills
Microsoft Excel, Accounting, Teamwork, Microsoft Word, Finance, Bloomberg Software, Time Management, Access, Fixed Income, Basel III, Equities, Investments, PowerPoint
Education
Northeastern University 2012 — 2015
Bachelor's degree, Finance and Insurance
Penn State University 2011 — 2012
Bachelor's degree, Finance
Moelis & Company November 2010 - Present
NASDAQ OMX December 2008 - November 2010
Bank of America Merrill Lynch November 2004 - November 2008
Stryker Orthopaedics November 2002 - November 2004
ProLogis - CSI November 2000 - October 2002
Ernst & Young January 1996 - October 2000
Education
NYU Stern School of Business 2000 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Accounting
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - June 2015
Bank of America Merrill Lynch May 2013 - June 2014
Bank of America Merrill Lynch May 2012 - August 2012
Thompson Creek Manufacturing May 2011 - August 2011
Thompson Creek Manufacturing May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Finance, Customer Service, Access, Bloomberg, Financial Risk, PowerPoint, Microsoft Office, Microsoft Excel
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch September 2013 - Present
AIG June 2012 - August 2013
Avon Products Inc November 2011 - June 2012
PHEAA October 2009 - June 2011
AT&T June 2010 - August 2010
AT&T June 2009 - August 2009
Skills
Accounting, Microsoft Excel, Compliance SOX, Open Pages, Internal Controls, Sarbanes-Oxley, Blackline
Education
Penn State University 2007 — 2011
Bachelor of Science, Accounting
Versa Capital Management August 2014 - Present
RBC Capital Markets July 2012 - July 2014
Bank of America Merrill Lynch July 2010 - July 2012
Skills
Financial Modeling, Valuation, Finance, Bloomberg, Capital Markets, Private Equity, M&A experience, Equities, Investment Banking, LBO, Corporate Finance, Due Diligence, Fixed Income, Mergers & Acquisitions, High Yield, Portfolio Management, Venture Capital, Equity Research, Alternative Investments
Education
Penn State University 2006 — 2010
BS, Finance
Bank of America Merrill Lynch June 2015 - August 2015
Transworld Capital Group June 2014 - August 2014
World Resources Institute June 2011 - March 2014
Conservation International October 2010 - June 2011
AccountAbility June 2010 - August 2010
Future of Flight Foundation June 2008 - September 2008
China Central Television January 2008 - February 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
The George Washington University 2009 — 2011
M.A., International Affairs and Development
Peking University 2005 — 2009
B.A., History and International Studies
The Australian National University 2007 — 2007
Exchange Program
Beijing Huiwen High School 2002 — 2005
Bank of America Merrill Lynch May 2013 - August 2013
Jumpin' Jacks Inflatable Play-land and Party Center December 2010 - August 2013
Education
Penn State University 2013 — 2017
Pre K-4 Elementary (early) Education
West Chester University of Pennsylvania 2013 — 2014
Design and Visual Communications, General
Bank of America Merrill Lynch August 2015 - Present
Bank of America October 2013 - Present
Bank of America June 2012 - October 2013
CLV Campus Living Villages November 2011 - April 2012
DreamView Associates LLC. September 2006 - July 2011
Saladworks® September 2006 - July 2011
Saladworks® September 2006 - June 2011
Skills
Marketing, Market Research, Sales
Education
The Pennsylvania State University 2002 — 2007
Bachelor of Science, Psychology
Penn State University 2002 — 2006
Bachelors of Science, Psychology, Human Development and Family Studies
Bank of America Merrill Lynch July 2014 - Present
Nittany Lion Fund, LLC. May 2012 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Wall Street Boot Camp August 2012 - December 2012
Beta Sigma Beta Fraternity August 2012 - December 2012
Cure Autism Now September 2011 - May 2012
Roundview Capital, LLC June 2011 - August 2011
Skills
Leadership, Equities, Risk Management, Finance, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics, Senior
Bank of America Merrill Lynch December 2013 - Present
Bank of America June 2012 - November 2013
Genentech May 2012 - June 2012
OCLC February 2012 - June 2012
Union Bank October 2010 - February 2012
Parsons School of Design July 2008 - June 2010
www.Early-Adopter.com September 2009 - December 2009
Coastside Dentistry January 2009 - March 2009
Bay Area Stone 2009 - 2009
Amgen, Inc. August 2006 - October 2007
Skills
Branding & Identity, Interaction Design, User Experience, Information Architecture, User Interface Design, User Experience Design, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Web Design, Flash, Usability Testing, Photoshop, Information Design, Wireframes, Dreamweaver, Usability, CSS
Education
Parsons School of Design
MFA, Design and Technology
University of the Pacific
BFA, BFA in Graphic Design, Minor in Art History
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
GeoTraffic Network March 2014 - Present
Reed Elsevier June 2012 - March 2014
VMware October 2011 - September 2012
Accenture March 2011 - October 2011
Bank of America Merrill Lynch February 2009 - April 2011
Comcast February 2007 - March 2009
MedPlus January 2006 - February 2007
GMAC ResCap August 2004 - December 2005
GMAC Mortgage February 2004 - August 2004
GMAC March 2003 - February 2004
Skills
SOA, Web Services, Java, User Interface Design, XML, Governance, SEO, Integration, Architecture, Agile, Cloud Computing, Tomcat, Spring, JavaScript, Enterprise Architecture, MySQL, JMS, Hibernate, JSP, jQuery, Gemfire, Data Caching, Oracle Coherence, Java Enterprise Edition, Enterprise Software, Databases, Scrum, Middleware, AJAX, Software Development, Struts, Microsoft SQL Server, HTML, .NET, SQL, Agile Methodologies, Design Patterns, Big Data, Solution Architecture, SOAP, REST, SDLC, Weblogic, Application Architecture, Agile Project Management, Amazon Web Services..., JBoss Application Server, Maven, System Architecture, Unix
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
MS
Penn State University 1993 — 1998
BSEE
Morgan Stanley September 2014 - Present
Bank of America Merrill Lynch August 2009 - September 2013
UCLA Anderson August 2007 - June 2009
Banc of America Securities June 2008 - September 2008
Accenture 2001 - 2007
Skills
Real Estate, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Management Consulting, Due Diligence, Strategy, Real Estate Financing, Capital Markets, Entrepreneurship, Financial Services, Market Research
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
Pepperdine University 1997 — 2001
BS, Finance
Deutsche Bank November 2013 - Present
Bank of America Merrill Lynch August 2006 - November 2013
Morgan Stanley October 1999 - November 2002
Skills
Equities, Fixed Income, Investment Banking, Financial Analysis, Derivatives, Capital Markets, Hedge Funds, Banking, Securities, Business Analysis, Financial Services, Prime Brokerage, SQL
Education
Pace University - Lubin School of Business
MBA
Saint John's University - Peter J. Tobin College of Business
BS
Bank of America Merrill Lynch May 2015 - Present
Morgan Stanley March 2013 - May 2015
Morgan Stanley & Co October 2006 - February 2013
AllianceBernstien LP April 2006 - October 2006
Globix Corporation January 2000 - March 2006
Solectron 2002 - 2004
Skills
Perl, Linux, Solaris, LinkedIn Endorsing, XBox360 Gears of War 3, ETL, Sybase, ITIL Certified, PHP4/5, Tough Mudder, Enterprise Software, PHP, MySQL, SQL, Apache, Autosys, Cloud Computing, Unix, Databases, DB2, ITIL, Enterprise Architecture, Network Administration, Networking, Distributed Systems
Education
Penn State University 1996 — 1999
BS, Operations & Information Systems Management
Freddie Mac August 2015 - Present
Bank of America Merrill Lynch September 2003 - August 2015
Alliant Asset Management July 2001 - September 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2010
MBA
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch May 2008 - October 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Vanguard June 2006 - August 2006
MBNA America June 2005 - August 2005
Skills
Fixed Income, Finance, Financial Analysis, Valuation, Pricing Analysis, Performance Analysis, Planning Budgeting &..., Line Management, Financial Reporting, Dodd-Frank, Project Management, Business Strategy, Data-driven Decision..., Internal Controls, Strategic Initiatives, Quality Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger..., Account Reconciliation, Variance Analysis, Bloomberg, Microsoft Office, GMI, Mutual Funds, Oracle Financials, Hyperion, SAP, Essbase, Corporate Finance
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Garnet Valley High School 1999 — 2003
Bank of America Merrill Lynch August 2010 - Present
Bank of America May 2009 - August 2010
Banc of America Investments August 2006 - May 2009
Bank of America March 2005 - August 2006
Bank of America August 2003 - March 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
MBA, Finance
Angel Oak Capital Advisors, LLC June 2015 - Present
Bank of America Merrill Lynch January 2013 - January 2015
Bank of America Merrill Lynch January 2008 - January 2013
Merrill Lynch January 2007 - January 2008
Merrill Lynch July 2005 - January 2007
Merrill Lynch June 2004 - August 2004
Skills
Series 7, Structured Products, Sales, Fixed Income, Bloomberg, Alternative Investments, Equities, Investments, Marketing, Portfolio Management, Series 63, Asset Management, Hedge Funds, Microsoft Office, Mutual Funds, Process Improvement, Trading, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Structured Finance, Securities, Derivatives, Leadership, Strategic Planning, Finance, Management, Bonds, Banking, Financial Services, Credit
Education
Penn State University 2000 — 2004
Bachelor’s Degree
McDonogh School 1989 — 2000
Intuit March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Bank of America Merrill Lynch July 2010 - January 2014
Citigroup June 2009 - August 2009
Deloitte Consulting July 2005 - September 2008
NASA August 2003 - August 2004
Samsung Electronics May 2003 - August 2003
Skills
Corporate Finance, Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Financial Analysis, Due Diligence, Strategy, Business Strategy, Investments, Capital Markets, Finance, Competitive Analysis, Mergers & Acquisitions, LBO, Strategic Planning, Start-ups, M&A experience, Equities
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Penn State University 2001 — 2005
Computer Engineering, Minor in Business/Liberal Arts
Bank of America Merrill Lynch 1998 - Present
Skills
Capital Markets, Portfolio Management, Valuation, Alternative Investments, Financial Modeling, Private Equity, Financial Analysis, Investments, Hedge Funds, Equities, Asset Management, Equity Research, Investment Banking
Education
Penn State University 1992 — 1996
BA
Bank of America Merrill Lynch February 2005 - Present
GE Capital 1990 - 2005
Skills
Mergers, Finance, Credit, Business Planning, Loans, Banking, Mergers & Acquisitions, Sales, Corporate Finance, Financial Analysis, Financial Modeling, Commercial Lending
Education
Villanova University 1987 — 1991
MBA
Penn State University 1979 — 1983
B.S., Finance
Bank of America Merrill Lynch March 2015 - Present
Bank of America April 2013 - March 2015
Bank of America April 2010 - February 2013
Bank of America October 2004 - March 2010
Goldman Sachs 1997 - 2004
Skills
Recruiting, Investment Banking, Capital Markets, Equities, Talent Management, New Business Development, Sales, Finance, Financial Services, Human Resources, Management, Performance Management
Education
University of San Francisco 1993 — 1996
Master of Business Administration (MBA), Finance
New York University, Stern School of Business 1992 — 1996
MBA, Finance
Penn State University 1986 — 1990
B.S, French Translation and Technical Writing
Caxton Associates July 2015 - Present
JAT Capital Management, LP July 2013 - December 2014
Evercore Partners April 2011 - July 2013
Bank of America Merrill Lynch July 2010 - April 2011
BlackRock June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Restructuring, Strategy
Education
Penn State University 2006 — 2010
Finance
The London School of Economics and Political Science (LSE)
Corporate Finance, Foreign Policy
Merrill Lynch October 2007 - Present
Bank of America Merrill Lynch 2005 - Present
Merrill Lynch September 2005 - October 2007
Education
Pfeiffer University 1989 — 1994
BA, Liberal Arts
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch August 2011 - August 2014
Bank of America Merrill Lynch May 2006 - August 2011
JPMorgan Chase April 2005 - May 2006
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase August 2002 - January 2004
Microsoft June 2001 - December 2001
Skills
Equities, Proprietary Trading, Credit Derivatives, Financial Modeling, Fixed Income, Middle Office, Derivatives, Finance, Structured Products, Credit, Capital Markets, Equity Derivatives, Trading, Investment Banking, Series 7, Hedge Funds, Management, Risk Management
Education
Penn State University 1997 — 2002
BS, Finance and International Business
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Bank of America Merrill Lynch July 2015 - Present
U S Trust March 2001 - July 2015
Skills
Alternative Investments, Asset Allocation, Series 7, Series 63, Wealth Management..., Asset Management, Investments, Wealth Management, Hedge Funds, High Net Worth..., Investment Management, Fixed Income, Mutual Funds, Series 65, Portfolio Management, Series 24, Municipal Bonds
Education
Fordham University 1994 — 1997
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1987 — 1991
Bachelor's Degree, Finance
Bank of America Merrill Lynch March 1999 - Present
PRT Group (now Enherent Inc) October 1998 - March 1999
G.D. Searle Pharmaceutical January 1998 - September 1998
Health Research and Policy Centers, Uinversity of Illinois at Chicago May 1996 - December 1997
Skills
CFA
Education
University of Illinois at Chicago 1995 — 1997
MS, Biostatistics
Peking University 1990 — 1995
BS, Biophysics
Huanggang High School 1987 — 1990
Bank of America Merrill Lynch 2013 - Present
Bank of America July 2009 - May 2013
Merrill Lynch June 2008 - August 2008
Skills
Fixed Income, Capital Markets, Financial Modeling, Banking, Derivatives, Valuation, Bloomberg, Equities, Risk Management, Financial Analysis, Portfolio Management, Credit Risk, Series 7, Credit Analysis, Investments, Securities, Series 63
Education
Penn State University 2005 — 2009
BS, Finance, Economics
Bank of America Merrill Lynch April 2011 - Present
Bank of America November 2009 - April 2011
Merrill Lynch & Co August 2009 - October 2009
Merrill Lynch & Co March 2007 - August 2009
International Prime Brokerage Dividends January 2005 - March 2007
Johnson & Johnson July 2004 - December 2004
Skills
Bloomberg
Education
Penn State University 2000 — 2004
Bachelor, Finance
KPMG US October 2014 - April 2015
KPMG US October 2012 - July 2014
KPMG June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, US GAAP, Valuation, Auditing, Internal Controls, Due Diligence, Financial Accounting, SEC filings, GAAP, Wealth Management, Fixed Income, Financial Statements
Education
Penn State University 2007 — 2012
Master of Accounting
Bank of America Merrill Lynch April 2014 - Present
Bank of America September 2011 - March 2014
Bank of America September 2009 - September 2011
Symphono, LLC September 2008 - September 2009
Bank of America October 2006 - August 2008
Widepoint June 2005 - October 2006
UBS Investment Bank 2000 - 2005
Skills
Market Data, Trading Systems, Unix, Agile Methodologies, Trading, Financial Risk
Education
University of Illinois at Chicago 1995 — 2000
MS, MIS
Peking Union Medical College 1990 — 1995
Doctor of Medicine (M.D.)
Peking University 1987 — 1990
Certificate, Biology
Bank of America Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Wells Fargo Financial January 2008 - June 2008
HSBC June 2007 - August 2007
KPMG June 2004 - August 2004
Education
The University of Chicago 2006 — 2007
Master of Science, Statistics
Pardee RAND Graduate School 2004 — 2006
Master of Science, Public Policy Analysis
Peking University 2000 — 2004
BA, Economics, Political Science
PennantPark Investment Advisers August 2011 - Present
Bank of America Merrill Lynch June 2010 - June 2011
CIT July 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Fixed Income, Private Equity, Valuation, Due Diligence
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Bank of America Merrill Lynch June 2015 - Present
Seattle Bank January 2015 - June 2015
Wells Fargo January 2010 - December 2014
KeyBank September 2001 - December 2009
KeyBank September 2001 - December 2009
KeyBank September 2001 - December 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Retirement, Risk Management, Finance
Education
University of Washington 2003 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Pierce College 2001 — 2003
Associate's degree, Accounting and Finance
Merrill Lynch July 2012 - Present
Nittany Lion Fund January 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CIT Group June 2010 - August 2010
Education
Penn State University 2008 — 2011
Finance
Bank of America Merrill Lynch March 2006 - Present
Merrill Lynch 2001 - 2008
JPMorgan Chase September 1999 - February 2001
Sumitomo Trust and Banking February 1997 - August 1999
Education
Pensacola Christian College 1990 — 1994
B.S., Electronic Journalism, Computer Science
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch February 2011 - December 2014
Skills
Credit Derivatives, Stochastic Calculus, Partial Differential..., Numerical Analysis, Monte Carlo Simulation, Statistics, C++, Python, Quantitative Finance
Education
University of Southern California 2005 — 2010
PhD, Applied Mathematics
Peking University 2001 — 2005
BS, Mathematics
Bank of America Merrill Lynch April 2011 - Present
White Mountains Re September 2002 - April 2011
White Mountains Re Services March 2002 - April 2011
AXA Corporate Solutions May 1999 - March 2002
Education
Pace University - Lubin School of Business 2009 — 2010
MS, Finance
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance/Economics
Bank of America Merrill Lynch July 2015 - Present
UBS March 2009 - July 2015
Skills
Equities, Capital Markets
Education
Pepperdine University 1989 — 1993
BA, Communications/Business
ARC of Union County July 2011 - Present
Bank of America-Merrill Lynch October 2010 - Present
Citi Private Equity Services, Inc. May 2010 - October 2010
Deloitte & Touche September 1999 - April 2010
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Forecasting, SEC filings, US GAAP, Due Diligence, Financial Accounting, Consolidation, Financial Statements, Banking
Education
Penn State University 1995 — 1999
BS, Accounting and International Business
Bank of America Merrill Lynch April 2011 - Present
Bank of America December 2008 - April 2011
Bank of America January 2007 - December 2008
Skills
Project Management, Six Sigma, Program Management, Management, Change Management, Operations Management, Middle Office, Front to Back Office, Trading Systems, Treasury Products, Sales and Trading, Regulatory Reporting
Education
Penn State University 2002 — 2006
BS - Industrial Engineering, Industrial Engineering
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Bank of America June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Finance, Valuation, Analysis, Corporate Finance, Microsoft Word
Education
Penn State University 2007 — 2011
Bachelor of Science, Finance, International Studies
Point72 Asset Management September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2010 - August 2010
Sears Holdings Corporation October 2008 - November 2009
Skills
Equities, Analysis, Financial Analysis, Investments, Portfolio Management, Wealth Management, Financial Advisory, Bloomberg, Factset
Education
Penn State University 2009 — 2013
BS, Finance
TIAA-CREF June 2012 - February 2014
Wells Fargo October 2011 - January 2012
Bank of America Merrill Lynch April 2011 - June 2011
Muzak October 2010 - April 2011
The Clearing House March 2008 - July 2009
Wachovia, A Wells Fargo Company October 2007 - February 2008
Advantage Software Company, Inc. March 2006 - July 2007
Wachovia, A Wells Fargo Company January 2006 - March 2006
Telespectrum Worldwide, Inc. January 1995 - January 2006
Skills
Testing, Manual Testing, Quality Assurance, Vendor Management, User Acceptance Testing, Test Planning, SQL, Quality Control, Business Analysis, SDLC, Visio, Quality Center
Education
Pfeiffer University 1994 — 1998
Sports Medicine
CEB August 2015 - Present
Bank of America Merrill Lynch May 2014 - July 2015
Bank of America Merrill Lynch October 2011 - May 2014
Bank of America 2011 - November 2011
Teachers College, Columbia University September 2010 - January 2011
School of Rock June 2010 - September 2010
Hartnick Consulting, Inc. March 2010 - May 2010
Pitzer College September 2008 - May 2009
MA State Representative Tom Conroy Reelection Campaign May 2008 - August 2008
Nickelodeon Animation Studios September 2007 - December 2007
Skills
Social Media, Project Management, Leadership Development, Change Management, Research, Talent Management, Organizational..., Microsoft Office, Training, Public Speaking, Data Analysis, Team Leadership, Leadership, Coaching, Strategic Planning, Team Building, Event Planning, Customer Service, Performance Management, Recruiting, Microsoft Excel, Human Resources, Staff Development, Program Management, Management Consulting, Nonprofits, Executive Coaching, Analysis, Employee Relations, Management, Process Improvement, Succession Planning, Business Strategy, Strategy, Consulting, Organizational..., Organizational Design, Interviews, Workshop Facilitation, Policy, Onboarding, Employee Engagement, Career Development, Talent Acquisition, Personnel Management, Career Counseling
Education
Teachers College of Columbia University 2010 — 2012
M.A., Social-Organizational Psychology
Pitzer College 2005 — 2009
B.A., Organizational Studies and Economics
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Smeal Trading Room August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
UniCredit Bank June 2011 - July 2011
Education
Penn State University 2009 — 2013
B.S., Finance
Penn State University 2009 — 2013
BS, Finance
Bank of America Merrill Lynch October 2001 - Present
Education
Philadelphia University 1997 — 2001
BS, Computer Science
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch August 2006 - February 2010
Tekmark Global Solutions August 2005 - August 2006
Independent Contractor February 2004 - July 2005
Skills
Solution Development, Team Management, .NET, C#, JavaScript, ASP.NET MVC, Amazon Web Services..., Visual Studio, Linux, jQuery, ASP.NET, PostgreSQL, TFS, Oracle SQL, Microsoft SQL Server, DB2, Windows Server, WCF, MySQL, IBM Content Manager, IIS, Nginx, CSS
Education
Penn State University 2000 — 2004
Bachelor's degree, Computer Science
Bank of America Merrill Lynch February 2014 - Present
Penn State University September 2012 - December 2013
Skills
Java, SQL, C++, Algorithms, C, Object Oriented Design, Ruby, Python, Relational Databases, Git, Software Development, Visual Studio, C#
Education
Penn State University 2010 — 2013
Bachelor's Degree, Computer Science, 3.80/4.00
Bank of America Merrill Lynch May 2008 - Present
Bank of America May 2008 - March 2012
Bank of America May 2005 - May 2008
Bank of America May 1998 - April 2006
Skills
Mortgage Lending, Wealth Management, Branch Banking, Loans, Credit, Loan Origination, Mortgage Banking, Banking, Consumer Lending, Commercial Lending, Residential Mortgages, Refinance, Retail Banking, Portfolio Management, Small Business Lending, Finance
Education
Pierce College 1975 — 1976
1 year, Accounting
JPMorgan Chase May 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2004 - December 2011
Goldman Sachs March 2002 - June 2004
Prudential Securities September 1997 - March 2002
Self Employed April 1997 - August 1997
Arthur Andersen LLP September 1993 - April 1997
Skills
Prime Brokerage, Series 7, Trading, Equities, Financial Services, Derivatives, Alternative Investments, Options, Electronic Trading, Middle Office, Hedge Funds, Relationship Management, Swaps, Investment Banking, Fixed Income, Equity Derivatives, Asset Management, Capital Markets, Securities, Trading Systems, Series 63, Client Services, Bloomberg, Mutual Funds, FX Options, Bonds, Financial Markets, Structured Products, Equity Trading, Securities Lending, FINRA, Credit Derivatives, Series 24, Fund Of Funds, Market Data
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance and Investments
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Public Accounting
Bank of America Merrill Lynch August 2014 - Present
Kendell-Ward January 2012 - August 2014
Merrill Lynch (Bank of America) 2007 - 2011
Skills
Financial Reporting, Employee Benefits, Strategic Financial..., Investments, Financial Services, Defined Benefit, 401k, Insurance, Risk Management, Pensions, Financial Risk, Retirement, Mergers & Acquisitions, Finance, Retirement Planning, PeopleSoft, Accounting, ERISA, Payroll, Financial Advisory, Process Improvement, Human Resources
Education
Penn State University
Bachelor of Science (BS), Pre-Law Studies
The Institute for Paralegal Training
ABA Certified Employee Benefits Paralegal, Employee Benefits
LPL Financial June 2015 - Present
Bank of America April 2005 - August 2014
Bank of America Merrill Lynch April 2005 - August 2014
Skills
Financial Analysis, Banking, Finance, Auditing, Microsoft Office, Customer Service, Account Reconciliation, Risk Management, Financial Accounting, Analysis, Microsoft Word, Portfolio Management, Internal Controls, Financial Reporting, Cash Management, Capital Markets, Asset Management, Accounting
Education
Pfeiffer University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Strayer University
Bachelor of Science (BS), Accounting
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch May 2013 - April 2014
Bank of America Merrill Lynch July 2011 - May 2013
Skills
Executive Management, Financial Risk, Management, Analytics, Call Centers
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Psychology
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Psychology
Bank of America Merrill Lynch
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.)