Bank of America Merrill Lynch

Description

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

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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Joseph Laundrie Joseph Laundrie Greater New York City Area Details
Joseph Laundrie's Bank of America Merrill Lynch Experience December 2008 - April 2010
Job Yacht Broker at Denison Yacht Sales
Industry Maritime
Experience
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

Sheily Chandra Sheily Chandra Greater Los Angeles Area Details
Sheily Chandra's Bank of America Merrill Lynch Experience July 2014 - February 2015
Job
Industry Investment Management
Experience
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

Tommy Stricklen Tommy Stricklen San Francisco Bay Area Details
Tommy Stricklen's Bank of America Merrill Lynch Experience January 2011 - January 2012
Job Teammate at SalesforceIQ
Industry Consumer Services
Experience
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

Matthew Gerson Matthew Gerson Greater New York City Area Details
Matthew Gerson's Bank of America Merrill Lynch Experience October 2012 - October 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Chris Martin Chris Martin New York, New York Details
Chris Martin's Bank of America Merrill Lynch Experience December 2008 - May 2010
Job Bank of Tokyo | 2nd Contract | Independent Consultant | Risk Management IHC | Data Warehousing | SQL | BS Engineering 97
Industry Banking
Experience
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

Jason Goldstein Jason Goldstein Keene, New Hampshire Details
Jason Goldstein's Bank of America Merrill Lynch Experience May 2012 - August 2012
Job Business Analyst, Leadership Development Program at C&S Wholesale Grocers
Industry Wholesale
Experience
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

Victor Yip Victor Yip New York, New York Details
Victor Yip's Bank of America Merrill Lynch Experience March 2015 - Present
Job Index Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Daniel Kokini Daniel Kokini Greater New York City Area Details
Daniel Kokini's Bank of America Merrill Lynch Experience December 2009 - December 2011
Job CDG Group, LLC
Industry Investment Banking
Experience
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

Scott Rexach Scott Rexach Greater New York City Area Details
Scott Rexach's Bank of America Merrill Lynch Experience 2005 - Present
Job Vice President, Global Commercial Banking, Bank of America Merrill Lynch
Industry Banking
Experience
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

Alexandria Scudder Alexandria Scudder Washington D.C. Metro Area Details
Alexandria Scudder's Bank of America Merrill Lynch Experience June 2015 - Present
Job Personal Banker at Bank of America
Industry Hospitality
Experience
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

Joseph Perri, CFA Joseph Perri, CFA Greater Boston Area Details
Joseph Perri, CFA's Bank of America Merrill Lynch Experience August 2010 - April 2014
Job Vice President, Index Sales at MSCI Inc.
Industry Financial Services
Experience
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

Andy Xiongfeng Li Andy Xiongfeng Li Greater New York City Area Details
Andy Xiongfeng Li's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Citi
Industry Financial Services
Experience
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

Wren Sieber Wren Sieber New York, New York Details
Wren Sieber's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Designer, Writer at Freelance Design; Selfemployed
Industry Graphic Design
Experience
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

Ryan Limor Ryan Limor Philadelphia, Pennsylvania Details
Ryan Limor's Bank of America Merrill Lynch Experience July 2009 - October 2010
Job Product Management MBA Intern at Castlight Health
Industry Hospital & Health Care
Experience
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

Kody Amburgey Kody Amburgey New York, New York Details
Kody Amburgey's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
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

Peter Massaro Peter Massaro New York, New York Details
Peter Massaro's Bank of America Merrill Lynch Experience August 2013 - Present
Job Equity Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jim Sherratt Jim Sherratt Greater Philadelphia Area Details
Jim Sherratt's Bank of America Merrill Lynch Experience January 2004 - July 2010
Job SVP at USI Affinity
Industry Financial Services
Experience
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

Allison Moravec Allison Moravec Greater New York City Area Details
Allison Moravec's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Commercial Real Estate Analyst at Cronheim Mortgage Corp.
Industry Financial Services
Experience
Cronheim Mortgage Corp.  May 2012 - Present
Bank of America Merrill Lynch   June 2011 - August 2011

Education
Penn State University   2008 — 2012
B.S., Finance

Chris Mericle Chris Mericle Greater Philadelphia Area Details
Chris Mericle's Bank of America Merrill Lynch Experience January 2010 - February 2011
Job Senior Operations Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
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

Matthew Derr Matthew Derr Greater New York City Area Details
Matthew Derr's Bank of America Merrill Lynch Experience July 2011 - March 2015
Job Associate Leveraged Finance
Industry Investment Banking
Experience
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

Bryant Daley Bryant Daley Greater New York City Area Details
Bryant Daley's Bank of America Merrill Lynch Experience September 2014 - Present
Job Financial Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Jonathan Collins, MBA Jonathan Collins, MBA Charlotte, North Carolina Area Details
Jonathan Collins, MBA's Bank of America Merrill Lynch Experience April 2013 - Present
Job Trade Desk Analyst
Industry Financial Services
Experience
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

Joseph Tulloch Joseph Tulloch Greater New York City Area Details
Joseph Tulloch's Bank of America Merrill Lynch Experience November 2014 - Present
Job
Industry Investment Banking
Experience
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

Dan Bonner Dan Bonner Greater New York City Area Details
Dan Bonner's Bank of America Merrill Lynch Experience June 2008 - March 2010
Job MBA, PMP
Industry Financial Services
Experience
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

Jose Borro Jose Borro West Palm Beach, Florida Area Details
Jose Borro's Bank of America Merrill Lynch Experience February 2015 - Present
Job Assistant Vice PresidentFinancial Solutions Advisor BofA/Merrill Edge
Industry Financial Services
Experience
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

Alli Miller Alli Miller New York, New York Details
Alli Miller's Bank of America Merrill Lynch Experience July 2012 - Present
Job Senior Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Adam Brown Adam Brown San Francisco Bay Area Details
Adam Brown's Bank of America Merrill Lynch Experience August 2010 - July 2012
Job Director, Corporate Analytics at Health Catalyst
Industry Hospital & Health Care
Experience
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

Jeremy Rupp Jeremy Rupp Arlington, Virginia Details
Jeremy Rupp's Bank of America Merrill Lynch Experience July 2011 - November 2012
Job Senior Associate Forensic Technology at PricewaterhouseCoopers
Industry Accounting
Experience
PwC  July 2014 - Present
PwC  November 2012 - June 2014
Bank of America Merrill Lynch   July 2011 - November 2012
Bank of America Merrill Lynch   June 2010 - August 2010

Education
Penn State University   2007 — 2011
Bachelor's Degree, Security and Risk Analysis

Chris Wabuda Chris Wabuda New York, New York Details
Chris Wabuda's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Summer Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Justin Kulikowski Justin Kulikowski Tampa, Florida Details
Justin Kulikowski's Bank of America Merrill Lynch Experience 2007 - 2012
Job Network Monitoring Engineer
Industry Information Technology and Services
Experience
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

Tony Granados Tony Granados Greater New York City Area Details
Tony Granados's Bank of America Merrill Lynch Experience October 2009 - December 2010
Job Helping The World's Top Brands Make Content
Industry Marketing and Advertising
Experience
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

Christine Christensen Christine Christensen San Francisco Bay Area Details
Christine Christensen's Bank of America Merrill Lynch Experience January 2008 - Present
Job SVP; Change Management Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jason Boultbee Jason Boultbee Greater New York City Area Details
Jason Boultbee's Bank of America Merrill Lynch Experience 2010 - August 2012
Job Director, Institutional Relationship Management at Bank of America
Industry Financial Services
Experience
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

Jubin Jacob Jubin Jacob Greater Philadelphia Area Details
Jubin Jacob's Bank of America Merrill Lynch Experience June 2009 - July 2010
Job Account Development Clinical Analytics at Theorem Clinical Research
Industry Biotechnology
Experience
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

Gilbert Pangan Gilbert Pangan Jacksonville, Florida Area Details
Gilbert Pangan's Bank of America Merrill Lynch Experience August 1999 - Present
Job VP / Tech Team Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Bob Yostpille Bob Yostpille Greater New York City Area Details
Bob Yostpille's Bank of America Merrill Lynch Experience September 2013 - Present
Job COO Business Manager FICC Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chrystal Hargett, MBA, MSL Chrystal Hargett, MBA, MSL Lowell, North Carolina Details
Chrystal Hargett, MBA, MSL's Bank of America Merrill Lynch Experience April 2011 - August 2012
Job TIAACREF
Industry Financial Services
Experience
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

Aaron Xu Aaron Xu Toronto, Canada Area Details
Aaron Xu's Bank of America Merrill Lynch Experience July 2014 - Present
Job Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jennifer Sweeney Jennifer Sweeney Greater New York City Area Details
Jennifer Sweeney's Bank of America Merrill Lynch Experience August 2010 - January 2013
Job Assistant Vice President
Industry Financial Services
Experience
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

Anthony Vella Anthony Vella Charlotte, North Carolina Details
Anthony Vella's Bank of America Merrill Lynch Experience February 2012 - Present
Job Supervisor/Ops Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Israel Lopez Israel Lopez Greater Boston Area Details
Israel Lopez's Bank of America Merrill Lynch Experience October 2005 - Present
Job Senior Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
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

Xavia Lynch Xavia Lynch Greater New York City Area Details
Xavia Lynch's Bank of America Merrill Lynch Experience February 2013 - Present
Job Business Analyst at Bank of America/Merrill Lynch
Industry Information Technology and Services
Experience
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

Take Momiyama Take Momiyama Greater Los Angeles Area Details
Take Momiyama's Bank of America Merrill Lynch Experience April 2011 - June 2011
Job Senior Consultant at IBM
Industry Market Research
Experience
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

Larry Yang Larry Yang Greater New York City Area Details
Larry Yang's Bank of America Merrill Lynch Experience 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Kamil Filipczuk Kamil Filipczuk Trenton, New Jersey Details
Kamil Filipczuk's Bank of America Merrill Lynch Experience May 2014 - January 2015
Job Network Support Specialist at Genesis Biotechnology Group
Industry Information Technology and Services
Experience
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

Richard Neilson Richard Neilson Orange County, California Area Details
Richard Neilson's Bank of America Merrill Lynch Experience July 2006 - 2011
Job Managing Director
Industry Real Estate
Experience
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

Andy Gregory, CFA Andy Gregory, CFA San Francisco Bay Area Details
Andy Gregory, CFA's Bank of America Merrill Lynch Experience March 2013 - April 2014
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
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

Joseph Herron Joseph Herron Greater Philadelphia Area Details
Joseph Herron's Bank of America Merrill Lynch Experience May 2008 - October 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

John Zurick John Zurick Greater New York City Area Details
John Zurick's Bank of America Merrill Lynch Experience March 2014 - Present
Job Vice President, Employee Relations Manager at Bank of America
Industry Human Resources
Experience
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 Christopher Elston Allentown, Pennsylvania Area Details
Christopher Elston's Bank of America Merrill Lynch Experience 2001 - Present
Job Photographer & Videographer
Industry Photography
Experience
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

Wen Qi Chin Wen Qi Chin Greater Chicago Area Details
Wen Qi Chin's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Financial Technology Associate at Citadel Investment Group
Industry Financial Services
Experience
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

Greg Karas Greg Karas New York, New York Details
Greg Karas's Bank of America Merrill Lynch Experience
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Bill Finan Bill Finan Greater New York City Area Details
Bill Finan's Bank of America Merrill Lynch Experience April 2007 - April 2011
Job IT Executive & Consultant. Volunteer for many a good cause such as Rocking the Boat.
Industry Information Technology and Services
Experience
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)

Russell Tanner Russell Tanner Ridgewood, New Jersey Details
Russell Tanner's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Penn State University
Industry Financial Services
Experience
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

Ted McFadden Ted McFadden Greater New York City Area Details
Ted McFadden's Bank of America Merrill Lynch Experience October 2009 - October 2011
Job Vice President at Lincoln Land Services LLC
Industry Commercial Real Estate
Experience
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

Saad Hamdan, MBA, M.Sc.IT Saad Hamdan, MBA, M.Sc.IT Charlotte, North Carolina Area Details
Saad Hamdan, MBA, M.Sc.IT's Bank of America Merrill Lynch Experience October 2005 - April 2013
Job Vice President Technology Relationship Manager at Wells Fargo Securities Compliance
Industry Investment Banking
Experience
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

Timothy Farley Timothy Farley New York, New York Details
Timothy Farley's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Penn State University
Industry Financial Services
Experience
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

Christine Castellano Christine Castellano Greater New York City Area Details
Christine Castellano's Bank of America Merrill Lynch Experience June 2010 - May 2012
Job Firmwide Risk Governance Associate at J.P. Morgan
Industry Financial Services
Experience
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

TJ Smith TJ Smith New York, New York Details
TJ Smith's Bank of America Merrill Lynch Experience July 2010 - July 2012
Job Associate at ZelnickMedia/ZM Capital
Industry Financial Services
Experience
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

Christopher Weyrick Christopher Weyrick Charlotte, North Carolina Area Details
Christopher Weyrick's Bank of America Merrill Lynch Experience July 2012 - August 2014
Job Commercial Banking at HSBC
Industry Banking
Experience
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

Ruslan Sergeyev Ruslan Sergeyev Greater New York City Area Details
Ruslan Sergeyev's Bank of America Merrill Lynch Experience July 2013 - August 2014
Job Golub Capital
Industry Venture Capital & Private Equity
Experience
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

Liam Quinlan-Walshe Liam Quinlan-Walshe Washington Crossing, Pennsylvania Details
Liam Quinlan-Walshe's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job at
Industry Investment Banking
Experience
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

Matt Laskey Matt Laskey Charlotte, North Carolina Area Details
Matt Laskey's Bank of America Merrill Lynch Experience 2010 - Present
Job AVP Healthcare & Institutions at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Angela Suyi Zhao Angela Suyi Zhao Chicago, Illinois Details
Angela Suyi Zhao's Bank of America Merrill Lynch Experience August 2014 - Present
Job Credit Risk Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Kristen Skill Kristen Skill Chapel Hill, North Carolina Details
Kristen Skill's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Incoming Sales & Trading Analyst at Bank of America Merrill Lynch
Industry
Experience
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

John Rup John Rup New York, New York Details
John Rup's Bank of America Merrill Lynch Experience July 2014 - December 2014
Job Analyst at Expand Research A Company of The Boston Consulting Group
Industry Financial Services
Experience
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

Chris Callesano Chris Callesano Greater New York City Area Details
Chris Callesano's Bank of America Merrill Lynch Experience November 2004 - November 2008
Job SVP & Corporate Controller at Moelis & Company
Industry Investment Banking
Experience
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

Chris Sever Chris Sever Los Angeles, California Details
Chris Sever's Bank of America Merrill Lynch Experience June 2015 - Present
Job Entertainment Industries Group, Commercial Banking
Industry Financial Services
Experience
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

Jordan Barnes Jordan Barnes Greater New York City Area Details
Jordan Barnes's Bank of America Merrill Lynch Experience September 2013 - Present
Job Senior Financial Analyst at Bank of America
Industry Accounting
Experience
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

Hassan Chaudhry Hassan Chaudhry Philadelphia, Pennsylvania Details
Hassan Chaudhry's Bank of America Merrill Lynch Experience July 2010 - July 2012
Job Associate at Versa Capital Management
Industry Venture Capital & Private Equity
Experience
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

Jen (Yingzhen) Zhao Jen (Yingzhen) Zhao Chicago, Illinois Details
Jen (Yingzhen) Zhao's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Chicago Booth Fulltime MBA Student
Industry Renewables & Environment
Experience
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

Amelia O'Malley Amelia O'Malley Greater Philadelphia Area Details
Amelia O'Malley's Bank of America Merrill Lynch Experience May 2013 - August 2013
Job Student at Penn State University
Industry Public Relations and Communications
Experience
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

Alexandra Stoddard Alexandra Stoddard Greater Philadelphia Area Details
Alexandra Stoddard's Bank of America Merrill Lynch Experience August 2015 - Present
Job Credit Analyst
Industry Financial Services
Experience
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

Adam Kalinsky Adam Kalinsky New York, New York Details
Adam Kalinsky's Bank of America Merrill Lynch Experience July 2014 - Present
Job Equity Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Kirsten Chanley Kirsten Chanley San Francisco Bay Area Details
Kirsten Chanley's Bank of America Merrill Lynch Experience December 2013 - Present
Job Mobile User Experience Designer and Project Manager, Vice President at Bank of America Merrill Lynch
Industry Design
Experience
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

Shannon Cummings Shannon Cummings Greater New York City Area Details
Shannon Cummings's Bank of America Merrill Lynch Experience January 2009 - June 2010
Job SVP, Staffing Executive at Bank of America
Industry Staffing and Recruiting
Experience
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

Gotce Peev Gotce Peev Greater Philadelphia Area Details
Gotce Peev's Bank of America Merrill Lynch Experience February 2009 - April 2011
Job CTO at GeoTraffic Network
Industry Internet
Experience
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

Aaron Reyes Aaron Reyes Greater New York City Area Details
Aaron Reyes's Bank of America Merrill Lynch Experience August 2009 - September 2013
Job Vice President Real Estate Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
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

Sabrina Chawla Sabrina Chawla Greater New York City Area Details
Sabrina Chawla's Bank of America Merrill Lynch Experience August 2006 - November 2013
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
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

Anthony D'Souza Anthony D'Souza Greater New York City Area Details
Anthony D'Souza's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President
Industry Financial Services
Experience
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

Kamara Green Kamara Green Greater Los Angeles Area Details
Kamara Green's Bank of America Merrill Lynch Experience September 2003 - August 2015
Job
Industry Real Estate
Experience
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

Kevan Desai Kevan Desai Greater New York City Area Details
Kevan Desai's Bank of America Merrill Lynch Experience October 2012 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chen, Eric Chen, Eric Greater Los Angeles Area Details
Chen, Eric's Bank of America Merrill Lynch Experience August 2010 - Present
Job Credit Products Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

TC Cosby TC Cosby New York, New York Details
TC Cosby's Bank of America Merrill Lynch Experience January 2013 - January 2015
Job Managing Director, Global Structured Products & Mortgage Sales
Industry Financial Services
Experience
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

Eddie Chung Eddie Chung San Francisco Bay Area Details
Eddie Chung's Bank of America Merrill Lynch Experience January 2014 - March 2015
Job Principal, Corporate Development at Intuit
Industry Computer Software
Experience
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

Gregg Gilbert Gregg Gilbert Greater New York City Area Details
Gregg Gilbert's Bank of America Merrill Lynch Experience 1998 - Present
Job Pharmaceuticals Analyst
Industry Financial Services
Experience
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

Randy Schmitz Randy Schmitz Greater Philadelphia Area Details
Randy Schmitz's Bank of America Merrill Lynch Experience February 2005 - Present
Job Director, Bank of America Merrill Lynch
Industry Banking
Experience
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

Wendy Mullen Wendy Mullen Greater New York City Area Details
Wendy Mullen's Bank of America Merrill Lynch Experience March 2015 - Present
Job Senior Vice President and HR Executive at Bank of America
Industry Banking
Experience
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

Josh Koren Josh Koren New York, New York Details
Josh Koren's Bank of America Merrill Lynch Experience July 2010 - April 2011
Job Analyst / Investor at Caxton Associates
Industry Investment Management
Experience
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

Jeanette Hackett Jeanette Hackett Greater Philadelphia Area Details
Jeanette Hackett's Bank of America Merrill Lynch Experience 2005 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
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

Rachel Brewster, CAIA Rachel Brewster, CAIA San Francisco Bay Area Details
Rachel Brewster, CAIA's Bank of America Merrill Lynch Experience September 2013 - August 2015
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
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

Greg Gottschall Greg Gottschall Greater New York City Area Details
Greg Gottschall's Bank of America Merrill Lynch Experience August 2014 - Present
Job Director Banking and Markets COO, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Cynthia Prokopovich Cynthia Prokopovich Annapolis, Maryland Details
Cynthia Prokopovich's Bank of America Merrill Lynch Experience March 2014 - Present
Job Divisional Business Control Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sergio Romeo Sergio Romeo Greater New York City Area Details
Sergio Romeo's Bank of America Merrill Lynch Experience July 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Hong Yu, CFA, FRM Hong Yu, CFA, FRM Greater Boston Area Details
Hong Yu, CFA, FRM's Bank of America Merrill Lynch Experience March 1999 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Joseph Kang, CFA Joseph Kang, CFA Charlotte, North Carolina Details
Joseph Kang, CFA's Bank of America Merrill Lynch Experience 2013 - Present
Job Associate Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Ashley Ulman Ashley Ulman Greater New York City Area Details
Ashley Ulman's Bank of America Merrill Lynch Experience April 2011 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Charlie Frazier Charlie Frazier San Francisco Bay Area Details
Charlie Frazier's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job
Industry Accounting
Experience
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

Shuen Mei Shuen Mei Greater Chicago Area Details
Shuen Mei's Bank of America Merrill Lynch Experience April 2014 - Present
Job VP, Team Lead at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Jianglai (Jerry) Zhang Jianglai (Jerry) Zhang Greater New York City Area Details
Jianglai (Jerry) Zhang's Bank of America Merrill Lynch Experience July 2010 - Present
Job Quantitative Financial Analyst at Bank of America
Industry Financial Services
Experience
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

Michael Appelbaum Michael Appelbaum New York, New York Details
Michael Appelbaum's Bank of America Merrill Lynch Experience June 2010 - June 2011
Job Investment Professional at PennantPark
Industry Investment Management
Experience
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

Jonathan Dizon Jonathan Dizon Tacoma, Washington Details
Jonathan Dizon's Bank of America Merrill Lynch Experience June 2015 - Present
Job Vice President, Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Paiak Vaid Paiak Vaid New York, New York Details
Paiak Vaid's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Institutional Commodity Sales at Merrill Lynch
Industry Financial Services
Experience
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

Marc Zindle Marc Zindle Greater New York City Area Details
Marc Zindle's Bank of America Merrill Lynch Experience March 2006 - Present
Job Project Manager Derivatives at Bank of America Merrill Lynch
Industry Banking
Experience
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

Bill (Minzhao) Tan Bill (Minzhao) Tan Greater New York City Area Details
Bill (Minzhao) Tan's Bank of America Merrill Lynch Experience December 2014 - Present
Job Vice President, Credit Quantitative Strategies Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Vita Tagliavia Vita Tagliavia Greater New York City Area Details
Vita Tagliavia's Bank of America Merrill Lynch Experience April 2011 - Present
Job Vice President Bank of America Merrill Lynch Market Risk Management
Industry Financial Services
Experience
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

AC Morgan IV AC Morgan IV New York, New York Details
AC Morgan IV's Bank of America Merrill Lynch Experience July 2015 - Present
Job Equities, MD at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Jeannine Hyman, CPA Jeannine Hyman, CPA Greater New York City Area Details
Jeannine Hyman, CPA's Bank of America Merrill Lynch Experience October 2010 - Present
Job Accounting Policy at Bank of AmericaMerrill Lynch
Industry Financial Services
Experience
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

Aaron Bloom Aaron Bloom Charlotte, North Carolina Area Details
Aaron Bloom's Bank of America Merrill Lynch Experience April 2011 - Present
Job Director Sr Project Manager at Bank of America
Industry Banking
Experience
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

Elana Lipchak Elana Lipchak New York, New York Details
Elana Lipchak's Bank of America Merrill Lynch Experience April 2015 - Present
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Kyle White Kyle White Greater New York City Area Details
Kyle White's Bank of America Merrill Lynch Experience July 2013 - August 2014
Job Professional Development
Industry Investment Management
Experience
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

Lane King Lane King Salisbury, North Carolina Details
Lane King's Bank of America Merrill Lynch Experience April 2011 - June 2011
Job Software QA Professional
Industry Information Technology and Services
Experience
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

Emma Perlmutter Emma Perlmutter Washington D.C. Metro Area Details
Emma Perlmutter's Bank of America Merrill Lynch Experience May 2014 - July 2015
Job Sr. Executive Advisor, Wealth Management Leadership Council
Industry Financial Services
Experience
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

Bryan Lemley Bryan Lemley New York, New York Details
Bryan Lemley's Bank of America Merrill Lynch Experience July 2013 - August 2014
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
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

Greg Damiani Greg Damiani Lebanon, New Jersey Details
Greg Damiani's Bank of America Merrill Lynch Experience October 2001 - Present
Job Senior Business Anaylist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2001 - Present

Education
Philadelphia University   1997 — 2001
BS, Computer Science

Hiren Rathod Hiren Rathod Bensalem, Pennsylvania Details
Hiren Rathod's Bank of America Merrill Lynch Experience February 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Mujing Wang Mujing Wang New York, New York Details
Mujing Wang's Bank of America Merrill Lynch Experience February 2014 - Present
Job Application Developer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

ROARY CARLSON ROARY CARLSON Hollywood, Florida Details
ROARY CARLSON's Bank of America Merrill Lynch Experience May 2008 - Present
Job Wealth Management Banker at Bank of America Merrill Lynch
Industry Banking
Experience
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

Thomas Avallone Thomas Avallone Staten Island, New York Details
Thomas Avallone's Bank of America Merrill Lynch Experience January 2012 - March 2013
Job Vice President Prime Brokerage Services at JPMorgan Chase
Industry Financial Services
Experience
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

Jerry McCollaum Jerry McCollaum Bensalem, Pennsylvania Details
Jerry McCollaum's Bank of America Merrill Lynch Experience August 2014 - Present
Job Senior Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Lisa Lowery, MBA Lisa Lowery, MBA Charlotte, North Carolina Area Details
Lisa Lowery, MBA's Bank of America Merrill Lynch Experience April 2005 - August 2014
Job Accountant, MBA
Industry Financial Services
Experience
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

Daniel Wilbur Daniel Wilbur Pennington, New Jersey Details
Daniel Wilbur's Bank of America Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President, Capacity Planning & Reporting
Industry Banking
Experience
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

Jennifer Lerdo-Riccardi Jennifer Lerdo-Riccardi Matawan, New Jersey Details
Jennifer Lerdo-Riccardi's Bank of America Merrill Lynch Experience
Job Training & Quality Assurance Manager, AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  

Education
Penn State University   2001 — 2005
Bachelor of Science (B.S.)