Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
GSB September 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Tractus Asia January 2012 - May 2014
Religare December 2010 - August 2011
Bridgewater Associates September 2008 - August 2010
Skills
Emerging Markets, Strategy, Corporate Finance, Financial Modeling, Valuation, Project Management, Venture Capital, Proposal Writing, Financial Advisory, Consulting, Business Planning, Management
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
A.B., History, Near Eastern Studies
Bank of America Merrill Lynch June 2015 - August 2015
Fortress Investment Group June 2014 - August 2014
Education
Princeton University 2012 — 2016
Bachelor's Degree, History
Trinity School 1999 — 2012
High School
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
McDonald's Corporation July 2015 - Present
True Group LLC February 2015 - June 2015
Fieldglass January 2014 - January 2015
Bank of America Merrill Lynch May 2013 - December 2013
ArcelorMittal USA January 2011 - May 2013
Highroad Consulting, Ltd May 2010 - December 2010
Purdue University Calumet International Programs Office February 2010 - December 2010
Indiana Public Interest Research Group August 2006 - December 2008
Skills
Supply Chain Management, Data Analysis, Leadership, Strategic Planning, Logistics, Training, Manufacturing, Microsoft Office, Fundraising, Nonprofits, Management, Demand Planning, Analysis, Supply Chain, Communication Skills, Technology, Non-profits, Process Automation, Database Design, Teaching, Systems Thinking, Innovation, Creativity, Access, SaaS, Cloud Applications, Identity Management, Access Control, Requirements Gathering, Business Analysis, Process Improvement, Vendor Management, Integration, Salesforce.com
Education
Purdue University Calumet 2009 — 2010
Bachelor of Science (B.S.), Management Information Systems
Memorial Sloan-Kettering Cancer Center 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Skills
Public Speaking, Valuation, Microsoft Excel, Due Diligence, Bloomberg, Financial Analysis, Financial Modeling, Analysis, Investments, Private Equity, Investment Banking, Statistics, Data Analysis, Corporate Finance, Equities
Education
Yale University - Yale School of Management 2013 — 2015
Princeton University 2005 — 2009
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
Bank of America Merrill Lynch April 2015 - Present
Royal Bank of Scotland June 2014 - April 2015
Morgan Stanley October 2010 - June 2014
Goldman Sachs June 2006 - October 2010
Skills
Fixed Income, Equities, Bloomberg, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management, Capital Markets, Options, Bonds, Financial Modeling, Valuation
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Royal College of Music
Foundation degree, Music Theory and Composition, 5
BrightEdge January 2015 - Present
BrightEdge January 2015 - Present
Axcess Media Platforms, LLC May 2013 - December 2014
Bank of America Merrill Lynch May 2013 - August 2013
MetLife May 2012 - August 2012
Skills
Leadership, Entrepreneurship, Analysis, Sales, Finance, Management, Selling, Project Management, Social Media Marketing, Wealth Management, Financial Services, SEO, Innovation, Microsoft Office, Social Media, Communication, Strategy, Teamwork, Content Marketing, Portfolio Management, Insurance, Accounting, Relationship Management, Google Analytics, Microsoft Excel, Web Content Optimization, E-commerce SEO, Salesforce.com
Education
Purdue University 2010 — 2014
Bachelor of Science (BS), Financial Counseling and Planning
Christian Brothers Academy High School 2006 — 2010
Bank of America Merrill Lynch March 2006 - Present
BusinessWorks, Inc. March 1994 - June 2001
Hewlett-Packard 1979 - 1982
Skills
Entrepreneurship, Start-ups, Sales, Negotiation, Strategic Planning, Public Speaking, Strategic Partnerships, Leadership, Workshop Facilitation, Strategy, Dispute Resolution, Enterprise Software, Business Strategy, Mediation, Project Management, Finance, Financial Advisory, Retirement, Team Building, Selling Skills, Business Development, CRM, Mergers & Acquisitions, New Business Development, Conflict Management, Executive Management, Mergers, Management Consulting, Employee Benefits
Education
Southern Methodist University 2007 — 2011
2011, Master of Arts - Conflict Management
Purdue University 1971 — 1975
B.S. Engineering
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Lauder Institute of the University of Pennsylvania September 2011 - September 2012
BCP Securities June 2012 - July 2012
Ventor Investimentos May 2012 - June 2012
Skills
Spanish, French, Microsoft Office, Portuguese, Arabic, Catalan, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
BA, BS, Huntsman Program of International Studies and Business
Universitat Pompeu Fabra 2012 — 2012
Universitat de Barcelona 2012 — 2012
History
Pontifícia Universidade Católica do Rio de Janeiro 2010 — 2010
Economics
Health Catalyst October 2014 - Present
Health Catalyst September 2012 - October 2014
Bank of America January 2012 - September 2012
Bank of America Merrill Lynch June 2010 - January 2012
Bank of America May 2007 - May 2010
Marketing and Planning Systems 2003 - 2005
Hart Scientific 2001 - 2002
Skills
Data Analysis, Project Management, Software Documentation, Risk Management, Six Sigma, Business Analysis, Program Management, Governance, Management, Process Improvement, PMO, Analysis, Banking, Leadership, Change Management, Databases, ETL, Software Development, SDLC, Business Intelligence, Business Process..., Database Design
Education
Purdue University - Krannert School of Management 2005 — 2007
MBA, Business Investments, Operations
BYU 1999 — 2002
Business, Informations Systems
Wakefield High School
Bank of America - Merrill Lynch October 2013 - December 2014
AXA Financial February 2001 - June 2013
Skills
Functional..., SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Business Process..., Systems Analysis, Software Project..., Business Process, Vendor Management, Project Delivery, IT Strategy, Process Improvement, Quality Center, Project Portfolio...
Education
PSG College of Technology
Bachelor of Science (BS)
Stream Realty Partners, L.P. June 2015 - Present
Stream Realty Partners June 2014 - August 2014
Bank of America Merrill Lynch 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch & Co. 2007 - 2009
Skills
Equity Capital Markets, Financial Analysis, Investments, Capital Markets, Asset Management, Portfolio Management, Valuation, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Concentration in Real Estate Finance
Princeton University 2003 — 2007
Bachelor of Arts (BA), History
美林证券 August 2015 - Present
Credit Suisse, Quantitative Summer Institute June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Operations Research, Financial Modeling, Financial Engineering, Predictive Analytics, Statistics, Stochastic Optimization, Stochastic Programming, Stochastic Control, Mathematical Modeling, Monte Carlo Simulation, Quantitative Analytics, R, Time Series Analysis, Trading, Financial Analysis, Quantitative Finance, C, Data Analysis, LaTeX, Matlab, Python
Education
Princeton University 2011 — 2015
Doctor of Philosophy (PhD), Operations Research & Financial Engineering
Tsinghua University 2007 — 2011
Bachelor's degree, Mathematics and Physics
Gao Xin No.1 High School 2004 — 2007
Bank of America Merrill Lynch September 2014 - Present
DIA Associate July 2014 - September 2014
Princeton University September 2013 - June 2014
Princeton University February 2013 - June 2014
Princeton University February 2013 - June 2014
Princeton University September 2012 - June 2014
China Ocean Shipping Company (COSCO) July 2013 - August 2013
China Entrepreneur Network April 2010 - April 2013
Johnson & Johnson January 2012 - April 2012
Asian Development Bank May 2011 - August 2011
Skills
Project Management, Strategic Planning, Business Strategy, Market Research, Microsoft Excel, Research, Financial Modeling, Data Analysis, Social Entrepreneurship, Matlab, Product Management, PowerPoint, Product Development, New Business Development, Public Speaking, Cross-functional Team..., Marketing Communications, Financial Engineering, C++, Visual Studio, Maple, Conference Coordination, Workshop Development, Java, Portfolio Management, R, Fixed Income, VBA, SQL, Risk Management, Quantitative Finance
Education
Princeton University 2012 — 2014
M.S.E, Operations Research and Financial Engineering
University of Michigan 2009 — 2012
BSE, Industrial Engineering
HwaChong Institution 2005 — 2008
Junior College
WL Ross & Co. LLC July 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Smith College Economics Department January 2013 - May 2013
Lazarus Center for Career Development - Smith College September 2012 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Vietnam Investments Group (VIG) June 2011 - August 2011
Deutsche Bank May 2011 - May 2011
Smith College January 2011 - May 2011
Smith College January 2011 - May 2011
Skills
Economics, Stata, Private Equity, Financial Analysis, Investment Banking, Data Analysis, Statistics, SPSS
Education
Smith College 2009 — 2013
B.A, Mathematics and Economics, Phi Beta Kappa, Graduated Magna Cum Laude
Princeton University 2010 — 2010
Princeton In Ishikawa (PII), Japanese language and culture (Summer program in Japan)
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch December 2012 - March 2014
Bank of America Merrill Lynch May 2004 - December 2012
Fleet Securities, Inc. July 2001 - May 2004
Skills
Financial Modeling, Investment Banking, Business Strategy, Due Diligence, Corporate Finance, Portfolio Management, Valuation, Leveraged Finance, Credit, Credit Risk, Risk Management, Cash Flow Lending, C&I Lending, Underwriting, Capital Markets, Financial Analysis, Credit Analysis, Syndications, Acquisition Finance, Loans, Mergers & Acquisitions, Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Masters (MBA), Corporate Finance and Financial Instruments & Markets
Providence College 1997 — 2001
BA, Economics / Finance, 3.61
Bank of America Merrill Lynch July 2014 - Present
Colony Capital June 2013 - July 2013
Analysis Group July 2009 - April 2012
The White House Council of Economic Advisers January 2008 - May 2008
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Investment Banking, Economics
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance
Pomona College 2005 — 2009
Bachelor of Arts (B.A.), Mathematical Economics
Bank of America Merrill Lynch July 2012 - Present
RTTS June 2012 - Present
Visiting Nurse Service of New York 2007 - 2012
Skills
Functional Testing, Testing, Technical Support, Project Management, QTP, SQL, Data Analysis, Quality Center, C#, Access, Java, PHP, Troubleshooting, Quality Assurance, HTML, Windows, HP Quality Center, Databases, HP QTP
Education
The City College of New York
M.S., Information Systems
Politécnico Grancolombiano
B.S., Computer Science
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2012 - September 2012
PwC November 2005 - June 2011
Skills
Private Equity, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets, Investment Management, Financial Structuring, Financial Analysis, Management Consulting, Business Valuation, Bloomberg, Mergers & Acquisitions, Investments, Venture Capital, Emerging Markets, Equities, Hedge Funds, Finance, Fixed Income, Financial Services, Banking, Financial Advisory, Financial Modeling, Due Diligence, Corporate Development, Restructuring, Structured Finance, Asset-backed...
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Triple Major in Strategy, Finance and Entrepreneurial Management, First Year Honors
ICAEW (Institute of Chartered Accountants of England and Wales) 2007 — 2009
ACA (Associate Chartered Accountant)
Russian University of Economics named after G.V.Plekhanov 2001 — 2006
Master's Degree, Financial Management
Bank of America Merrill Lynch February 2008 - Present
Nous Infosystems January 2006 - February 2008
SRF Limited October 2004 - January 2006
Skills
WCF, ASP.NET, .NET, C#, SQL Server 2000-2008, SharePoint 2010, Agile Methodologies, ASP.NET MVC, Agile Project Management, Business Analysis, Microsoft SQL Server, Data Warehousing, SharePoint, Integration, Databases, Architecture, Software Development, Requirements Gathering
Education
Pondicherry Engineering College , Pondicherry , India 2000 — 2003
Master of Computer Application, computer Science
Pondicherry University 1997 — 2000
Bachelor of Science, Physics
Standard Chartered Bank October 2014 - Present
Standard Chartered Bank September 2013 - September 2014
Standard Chartered Bank July 2012 - September 2013
Bank of America Merrill Lynch January 2012 - June 2012
Machado, Meyer, Sendacz e Opice Advogados August 2011 - January 2012
Travis County January 2011 - June 2011
Banco Barclays S.A. June 2009 - December 2010
Queiroz e Lautenschläger Advogados March 2008 - January 2009
Education
Pontifícia Universidade Católica de São Paulo 2008 — 2013
Bachelor of Laws (LL.B.), Law
Colégio Santa Cruz 2001 — 2007
Bank of America Merrill Lynch May 2015 - Present
J.P. Morgan April 2013 - May 2015
Goldman Sachs July 2011 - April 2013
Goldman Sachs July 2010 - June 2011
Goldman Sachs January 2007 - June 2010
Thales July 2005 - November 2005
Junior Comtec Darmstadt e.V. November 2001 - August 2005
Skills
Equity Derivatives, Structured Products, Derivatives, Trading Systems, Valuation, Volatility, Securitization, Interest Rate..., Financial Structuring, Structured Finance, Electronic Trading, German, Programming, SQL, Python, FX trading, Swaps, Project Management, Investment Banking, Derivatives Trading, Exchange Traded..., Interest Rate Swaps, Thunderhead, Brazilian Portuguese, Spanish, STP, Markitwire, FX Swaps, Interest Rate Risk..., Slang, SecDb, XVA, MapR, Vertica
Education
Darmstadt University of Technology 2000 — 2006
Master's degree, Computer Science
PUC-RJ
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - July 2015
Krannert School of Management August 2012 - May 2014
Bank of America June 2013 - August 2013
Rolls-Royce Corporation April 2010 - August 2012
Rolls-Royce Corporation July 2008 - August 2012
Rolls-Royce Corporation November 2007 - April 2010
Lockheed Martin Corporation June 2006 - October 2007
Skills
SharePoint, Project Management, Microsoft Office, Budget, Project Estimation, Budgets, Program Management, Project Planning, Testing, Data Analysis, Six Sigma, Manufacturing, Cross-functional Team..., Analysis, Lean Manufacturing, Training, Continuous Improvement, Engineering, Minitab, Process Improvement, MS Project, Leadership, SAP, Software Documentation, Aerospace
Education
Purdue University 2012 — 2014
Master of Business Administration (M.B.A.), Finance & MIS
Purdue University 2009 — 2011
Masters of Science, Technology
Tennessee State University 2000 — 2006
Bachelor of Science, Mechanical Engineering
Subaru of America March 2015 - Present
Multnomah Athletic Foundation March 2013 - Present
Rose City Wealth Management April 2013 - December 2014
Cambridge Investment Research, Inc. March 2013 - December 2013
Bank of America Merrill Lynch December 2010 - April 2013
Criterion Brock June 2010 - January 2011
TKWB February 2010 - April 2010
Hillsboro Aviation July 2008 - February 2009
REAL D December 2007 - February 2008
Yakima Products October 2006 - November 2007
Skills
Automotive, Sales, Subaru, Wealth Management, Investments, Financial Modeling, Mutual Funds, 401k Rollovers, IRAs, Business Analysis, Financial Reporting, Small Business, Roth IRA, B2B, cash balance, Principal Investing, Value Investing, Creative Financing, Pensions, Succession Planning, Municipal Bonds, Stocks, Defined Benefit, Employee Stock Options, liability planning
Education
Portland State University 2007 — 2009
Master's, National and International Security Policy
Portland State University - School of Business 2007 — 2009
BS, Accounting
University of Idaho 1999 — 2004
BS, Advertising
Westview 1995 — 1999
Diploma, Regular/General High School/Secondary Diploma Program
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint
Education
Princeton University 2010 — 2014
A.B., Politics
Bank of America Merrill Lynch August 2015 - Present
CRT Capital Group September 2013 - August 2015
CRT Capital Group September 2010 - September 2013
Education
Providence College 2006 — 2010
Bachelor of Arts, Mathematics, Economics
Sagacital Inc. May 2015 - Present
The Warren Street Condominium January 2009 - Present
Credit Suisse June 2010 - April 2015
Bank of America Merrill Lynch November 2009 - May 2010
Lone Peak Partners Management LP October 2008 - May 2009
Merrill Lynch March 2005 - September 2008
Morgan Stanley June 2000 - March 2005
US Interactive, Inc. March 1999 - May 2000
Invengen LLC January 1998 - March 1999
NetDox, Inc. July 1995 - January 1998
Education
Princeton University 1987 — 1993
Ph.D.; M.A.
Rensselaer Polytechnic Institute 1983 — 1987
MS; BS
Bank of America Merrill Lynch 2006 - Present
Best Buy 1999 - 2006
Skills
Investments, Strategic Financial..., Series 7, Credit, Investment Strategies, Loans, Mortgage Lending, Asset Management, Customer Satisfaction, Finance
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Financial Planning and Services
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan May 2013 - June 2015
Imagine Software June 2011 - May 2013
Skills
VBA, R, Equity Derivatives, Matlab, Monte Carlo Simulation, Equities, C++, SAS, Quantitative Finance, Derivatives, Trading Systems, Fixed Income, Quantitative Analytics, Linux, Portfolio Management, Financial Modeling, Python, Statistics, Statistical Modeling, Quantitative Modeling
Education
Purdue University 2007 — 2011
PhD, Engineering, Fractional Order PDE and Control System
Purdue University 2010 — 2011
Master, Statistics in Computational Finance
Beijing University of Aeronautics and Astronautics 2005 — 2007
Master of Science, Mechatronics
Beijing University of Aeronautics and Astronautics 2000 — 2004
Bachelor of Science, Aviation Science, Computational Fluid Dynamics
Goldman Sachs 2009 - Present
Bank of America Merrill Lynch 2008 - 2009
TEV Miesbach 2007 - 2008
Bank of America 2006 - 2006
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch February 2015 - Present
Monkee's LLC May 2014 - February 2015
Freelance Writer February 2011 - January 2015
Monkee's LLC October 2012 - May 2014
Real Integrated August 2011 - March 2012
Westwind Communications February 2011 - June 2011
Mr Youth February 2011 - May 2011
Marketing Werks September 2010 - December 2010
The Brandmarket, Inc. May 2010 - August 2010
Churm Media May 2010 - August 2010
Skills
Social Media Marketing, Social Media, Marketing Communications, Event Management, Sales, Advertising, Integrated Marketing, Marketing, Creative Writing, Copy Editing
Education
Purdue University 2007 — 2011
B.A., Public Relations, Rhetorical Advocacy, Organizational Leadership and Supervision
Corona del Mar High School
EverBank May 2013 - Present
Ally Financial Inc. October 2011 - July 2012
Tri-Analytics March 2011 - May 2013
Wells Fargo September 2012 - March 2013
Wells Fargo March 2011 - October 2011
Meridian Technologies, Inc. January 2010 - February 2011
Bank of America Merrill Lynch November 2010 - January 2011
Wells Fargo September 2010 - October 2010
Time Warner Cable April 2010 - September 2010
US Government June 2007 - August 2007
Skills
JIRA, Erwin, SharePoint, SQL, C++, Microsoft SQL Server, Access, Microsoft Excel, Visio, MS Project, Quality Center, Enterprise Architect, HTML, Toad Data Modeler, Matlab, SAS, Software Documentation, Entity Relationship..., Ergonomics, Social Psychology, Communication, Contextual Inquiry, Engineering, Problem Solving, Business Analysis, Business Planning, Market Research, Case Studies, Gantt, Operations Research, Requirements Analysis, Business Requirements, Functional Requirements, Systems Analysis, Process Flow, Data Flow Analysis, Data Profiling, Data Management, Project Status Reporting, Test Cases, Defect Tracking, Flow Charts, Volcker, Data Warehousing, Business Process..., Consulting, Requirements Gathering, Analysis, Business Process, Databases
Education
Purdue University 2004 — 2009
Industrial Engineering BS, Engineering, Psychology, Entrepreneurship and Innovation
University of North Florida
N/A, Project Management
Signature Consultants March 2014 - Present
Citco Fund Services November 2011 - March 2014
Bank of America Merrill Lynch March 2010 - November 2011
Banc of America Investments November 2008 - March 2010
Banc of America Investments September 2007 - November 2008
Merrill Lynch April 2006 - November 2006
Allstate Insurance August 2003 - March 2005
Skills
HP Quality Center, Equities, Derivatives, Microsoft Office, VBA, Process Improvement, Finance, MS Office, SQL, Software Documentation, Microsoft Excel, Investments, Hedge Funds, Credit, Trading, Mutual Funds, Operations Management, Equity Derivatives, Markitwire, Credit Derivatives, DTCC, Interest Rate..., Oracle SQL Developer, Data Visualization
Education
Presbyterian College
University of North Carolina
Bachelor of Science, Geography
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch September 2007 - Present
The Silver Lining Society 2007 - Present
Debutante Designs January 2006 - September 2007
The Sons of Italy December 2005 - September 2007
Preston Marketing Concepts 2007 - 2007
Skills
Entrepreneurship, Fundraising, Event Management, Leadership, Financial Services, Series 7, Portfolio Management, Management, Budgets, Equities, Marketing, Series 63, Bloomberg, Financial Modeling, Marketing Strategy, Event Planning, Contract Negotiation, Investments, Project Planning, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Financial Analysis
Education
Providence College 2003 — 2007
B.S. Business Management-Marketing
University of New South Wales 2005 — 2005
Study abroad Fall semester
Archbishop Williams High School
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Princeton University 2012 — 2016
BA, Economics
Peddie School 2008 — 2012
Employees Retirement System of Texas April 2015 - Present
MBA Investment Fund, LLC 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sierra Club January 2012 - May 2013
Sierra Club June 2010 - January 2012
Skills
Leadership, Strategy, Team Leadership, Financial Modeling, Team Management, Nonprofits, Community Outreach, Financial Analysis, Public Speaking, Grassroots, Virtual Teams, Research, valuation, Bloomberg Terminal, Morningstar Direct, Fundraising, Distributed Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
MBA, Investment Management
University of California, Los Angeles 2006 — 2010
B.A., Political Science
Pontificia Universidad Católica de Chile 2009 — 2009
Political Science, Political Science and Government
Granite Management, LLC August 2015 - Present
Bank of America Merrill Lynch May 2015 - July 2015
Creekside Golf Course April 2014 - August 2014
Skills
Marketing, Microsoft Office, Sales Management, Management, Leadership, Customer Service, Social Media Marketing, Financial Services, Social Media, Communication, Teamwork, Salesforce.com, Time Management, Microsoft Word, Research, Microsoft Excel, Project Management, Public Speaking, PowerPoint
Education
Purdue University 2013 — 2017
Selling and Sales Management, Junior
Bank of America Merrill Lynch July 2014 - Present
Bank of America January 2014 - January 2014
Bank of America June 2013 - August 2013
Bank of America June 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Social Networking, Event Planning, Human Resources, Finance, Accounting, Time Management, Banking, Training, Teamwork
Education
Providence College 2010 — 2014
Bachelor of Science, Finance
Bank of America Merrill Lynch June 2015 - August 2015
JPMorgan Chase & Co. August 2011 - July 2014
Skills
Core Java, Java, R, SQL, Hadoop, MapReduce, Amazon EC2, Data Structures, HTML, CSS, JSP, JavaScript, AJAX, jQuery, Spring MVC, Spring Batch, Hibernate, Linux, C, C++, Eclipse
Education
University of Florida 2014 — 2015
Master of Science (MS), Computer Science
Pune Institute of Computer Technology 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science
BlackRock June 2015 - Present
BlackRock September 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2014
Bank of America Merrill Lynch January 2013 - June 2013
Bank of America Merrill Lynch January 2012 - December 2012
Bank of America Merrill Lynch April 2011 - December 2011
Compass Group North America February 2010 - April 2011
Skills
Access, Financial Analysis, Risk Management, Analysis, Process Improvement, Customer Service, Leadership, Forecasting, Business Analysis, Management, Microsoft Excel, Team Building, Project Management, Strategic Planning, Vendor Management, Training, Budgets, Operations Management, Software Documentation, Team Leadership, Program Management, Inventory Management, Valuation, Six Sigma, Change Management, Cross-functional Team..., Business Process..., Data Analysis, Finance, Derivatives
Education
University of California, Berkeley 2015 — 2017
Master's degree, Computer and Information Systems
Purdue University - Krannert School of Management 2006 — 2009
Bachelor of Science, Managment
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2013 - January 2014
Bank of America Merrill Lynch June 2011 - January 2013
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Credit Analysis, CRM, Credit, Management, Process Improvement, Sales
Education
Providence College 2007 — 2011
BS in Management, Finance
Simsbury High School 2003 — 2007
Bank of America Merrill Lynch July 2015 - Present
Purdue University August 2012 - Present
Purdue Statistical Consulting Service June 2014 - July 2015
Purdue University January 2013 - December 2014
Skills
R, Matlab, LaTeX, C++, Python, Mathematica, CPLEX, Project Management, SAS, Monte Carlo Simulation, Statistics, Data Analysis, Mathematical Modeling, Algorithms, SPSS, Research, C, Simulations, Data Mining, Machine Learning, Statistical Modeling, Microsoft Office
Education
Purdue University 2012 — 2016
Doctor of Philosophy (PhD), Operations Research
Purdue University 2013 — 2015
Master's degree, Mathematical Statistics and Probability, 3.90
Bank of America March 2015 - Present
Bank of America Merrill Lynch November 2008 - March 2015
Bank of America September 2005 - November 2008
Skills
Project Management, Leadership, Strategic Planning, Customer Service, Marketing, Banking
Education
University of Connecticut School of Business 2007 — 2011
Master of Business Administration (MBA), Concentration in Management
Providence College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America Merrill Lynch January 2014 - Present
AshTech Solutions May 2012 - Present
Skills
Business Process, Mutual Funds, CRM, Analysis, E-commerce, Equities, Back Office, Business Intelligence, IT Service Management, Cash Management, Bonds, Middle Office, Management, Quality Assurance, Requirements Gathering, Data Warehousing, Trade Order Management..., Asset & Wealth..., Vendor Management, Relationship Management, Technical Recruiting, Project Management, Project Planning, Web Applications, COTS Integration, Customer Applications, IT Management, IT Outsourcing, Technical Training, SDLC, Agile Methodologies, Six Sigma, Waterfall, Software Testing Life..., Mobile Applications, BPMN, Java, Oracle, SQL, Business Process..., Process Engineering, Business Process Design, CRM Integration, Salesforce.com, Microsoft Dynamics, Business Analysis, Integration, SharePoint, Requirements Analysis, Visio
Education
Punjab Technical University
B Tech
University of Bridgeport
MBA
Permira July 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Bank of America Merrill Lynch August 2011 - August 2011
Education
Princeton University 2009 — 2013
B.A., Economics
Bank of America Merrill Lynch September 2015 - Present
University of Washington June 2012 - Present
Washington State University January 2011 - Present
Junior League of Portland June 2013 - Present
JPMorgan Chase July 2010 - August 2015
Wells Fargo Bank February 2009 - July 2010
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Bank February 2007 - August 2008
Wells Fargo Bank July 2005 - January 2007
Skills
Commercial Banking, Financial Analysis, Loans, Credit, Underwriting, Treasury Management, Financial Services, Commercial Lending, Credit Analysis, Financial Modeling, Business Relationship..., Finance, Community Outreach, Relationship Management
Education
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Finance & Marketing
Portland State University 2007 — 2008
Accounting
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch August 2011 - Present
Bank of America Merrill Lynch November 2004 - August 2011
Ford Motor Credit Company September 1994 - November 2004
Skills
Loan Origination, Relationship Management, Credit Analysis, Portfolio Management, Credit, Underwriting, Credit Risk, Consumer Lending, Commercial Banking, Loans, Small Business Lending, Cross Selling, Financial Services, Customer Retention, Commercial Mortgages, Customer Satisfaction, Negotiation, Business Development, Finance, Commercial Lending, Asset Based Lending, Banking, Lines Of Credit
Education
Providence College 1990 — 1994
Bachelor of Arts, History
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Investments November 2005 - January 2010
Quick & Reilly March 2001 - November 2005
Suretrade November 1998 - February 2001
Skills
Compliance, Coordination, Problem Solving, Writing, Team Building, Policy, Series 24, Series 7, Trading, Risk Management, Mutual Funds, Series 63, Financial Services, Fixed Income, Banking
Education
Providence College 1994 — 1997
Bachelor of Arts (B.A.), Social Science
East Providence Senior High School 1991 — 1993
Waddington Elementary School 1985 — 1987
Beepi May 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Princeton University September 2010 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Permal May 2011 - August 2011
China Minsheng Banking Corp.ltd June 2007 - September 2007
Skills
Microsoft Office, Bloomberg, R, Stata, Research, Series 7, Series 63
Education
Princeton University 2009 — 2013
A.B.
Peking University 2010 — 2010
Hong Kong International School 2006 — 2009
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo February 2012 - August 2013
Bank of America July 2011 - February 2012
Wachovia, A Wells Fargo Company January 2008 - June 2011
Advanced Solutions Group May 2006 - December 2007
Quark Media House October 2004 - March 2006
Skills
Project Management, SDLC, Vendor Management, SQL, Java Servlets, JSP, Struts, Hibernate, MyBatis, Spring, JSTL, JDBC, JNDI, Web Services, SOAP, WSDL, UDDI, PostgresSQL, Oracle, MS SQL Server 2008, Sybase, Tortoise SVN, Java, PMP, Eclipse
Education
University of South Carolina-Columbia 2006 — 2007
Masters, Computer Science
Punjab Technical University 2000 — 2004
B-TECH, Computer Science & Engineering
Bank of America Merrill Lynch June 2013 - Present
AQR Capital Management 2012 - 2013
Goldman Sachs 2010 - 2012
Goldman Sachs 2009 - 2009
Princeton Plasma Physics Lab 2007 - 2007
Skills
Portfolio Management, Financial Risk, Bloomberg, Fixed Income, Equities, Derivatives, Financial Modeling, Hedge Funds, Trading Systems, Valuation, Capital Markets, Quantitative Finance, Quantitative Analytics, Python, SQL, Unix, Distributed Systems
Education
Princeton University 2006 — 2010
B.A., Mathematics
The London School of Economics and Political Science (LSE) October 2013 - July 2014
Bank of America Merrill Lynch June 2012 - September 2013
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Macroeconomics, Financial Economics, Applied Microeconomics
Education
Princeton University 2014 — 2019
Doctor of Philosophy (PhD), Economics
London School of Economics and Political Science 2013 — 2014
MSc, Economics, Distinction
London School of Economics and Political Science 2009 — 2012
Bachelor of Science (BSc), Mathematics and Economics, First Class Honours
Bank of America Merrill Lynch June 2013 - Present
Krannert School of Managment, Purdue University August 2011 - May 2013
United Stationers June 2012 - September 2012
Langson Technology International 2008 - 2011
Total Quality Logistics March 2009 - February 2010
Skills
Microsoft Office, Minitab, Risk, Contract Negotiations, Supply Chain Management, Entrepreneurship, Leadership, Project Management, Contract Negotiation, Financial Risk, Logistics, Process Engineering, Strategy, Inventory Management, Management, Social Media, Sourcing, Operations Management, Market Research, Microsoft Excel, Cross-functional Team..., Business Analysis, Software, Data Analysis, Strategic Planning, Process Improvement, Financial Analysis, Six Sigma, Program Management, Teamwork
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Global Supply Chain Mgmt, Operations Mgmt & Strategy Mgmt
Purdue University - Krannert School of Management 2004 — 2008
BS, Management, International Business
Bank of America Merrill Lynch June 2014 - Present
Deutsche Bank Securities June 2011 - May 2014
Deutsche Bank AG February 2010 - May 2011
Deutsche Bank S.A. - Banco Alemão April 2007 - January 2010
Citibank SA August 2006 - March 2007
PUC Júnior Consultoria April 2005 - July 2006
Skills
Cash Management, Commercial Banking, Capital Markets, Credit Risk, Risk Management, Trade Finance, Relationship Management, Banking, Financial Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, Financial Analysis
Education
Pontifícia Universidade Católica de São Paulo 2005 — 2009
Bachelor's degree, Business Administration
Colégio Visconde de Porto Seguro 1992 — 2004
Bank of America Merrill Lynch July 2012 - Present
Bank of America June 2011 - August 2011
Education
Purdue University - Krannert School of Management 2007 — 2011
Bachelor of Science, Business Management, Economics
RBC Capital Markets November 2013 - Present
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
Bank of America Merrill Lynch September 2008 - April 2010
Bank of America Merrill Lynch January 2008 - September 2008
Bank of America Merrill Lynch June 2006 - December 2007
Skills
Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Capital Markets, Equities, Credit Analysis, DCF, Credit, LBO, Mergers & Acquisitions, People Skills, Gujarati, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Purdue University - Krannert School of Management 2002 — 2006
Jesuit High School 1998 — 2002
Bank of America Merrill Lynch April 2015 - Present
Bank of America June 2014 - April 2015
Bank of America June 2013 - June 2014
Kelly Services January 2013 - June 2013
AIESEC Purdue January 2012 - June 2012
AIESEC United States June 2011 - December 2011
AIESEC Purdue January 2011 - December 2011
AIESE Purdue July 2011 - October 2011
Global ReLeaf of Michigan April 2010 - August 2010
Clean Water Action June 2007 - September 2009
Skills
Nonprofits, Non-profits, Microsoft Excel, German, French, International Relations, Policy, International Project..., Strategic Planning, Business Development, Data Analysis, PowerPoint, Microsoft Office, Project Management, Process Improvement, Operations Management, Risk Management, Vendor Management, Banking
Education
Purdue University 2008 — 2012
Bachelor of Arts, Political Science
Universität Wien 2009 — 2010
German
Jefferies LLC April 2013 - Present
Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch August 2009 - July 2011
Sagehen Capital Management 2008 - 2010
Education
Pomona College 2006 — 2010
B.A., Economics, Psychology
SunTrust Robinson Humphrey November 2013 - Present
Bank of America Merryll Lynch March 2013 - November 2013
Bank of America Merrill Lynch June 2010 - February 2013
Bank of America May 2005 - June 2010
Bank of America June 2003 - May 2005
St. Augustine College August 1998 - May 2004
St. Augustine College October 2001 - June 2003
Skills
Documentation, Derivatives, Credit, Equities, PowerPoint, Risk Management, Software Documentation, FX Options, Financial Markets, Credit Derivatives, Financial Services, Investments, Banking, Equity Derivatives, Trading, Commodity, Interest Rate..., Fixed Income, Leadership, Credit Risk, Management
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance and International Business
Pontificia Universidad Javeriana 1987 — 1993
B.A., Economics
The University of Chicago 2001 — 2001
Certificate Program, Project Management
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA-Plus Certificate Program, Real Estate and Accounting
Salesforce January 2015 - Present
Oracle July 2012 - January 2015
Seven Hills Partners June 2011 - February 2012
Alpha Kappa Psi June 2010 - June 2011
Bank of America Merrill Lynch June 2010 - December 2010
Alpha Kappa Psi September 2009 - June 2010
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investments, Data Analysis, Finance, Investment Banking, Job Coaching, Mergers & Acquisitions, Mentoring
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Finance major, coursework in accounting and entrepreneurship
Punahou School
Bloomberg LP February 2015 - Present
Bank of America Merrill Lynch August 2013 - August 2014
Lux Research January 2011 - July 2013
Deloitte & Touche September 2009 - August 2010
Skills
NetSuite, QuickBooks, ADP Payroll, Oracle, Oracle Discoverer, Ceridian Payroll System, MS Excel Pivot Tables, Vlookup, Microsoft Office, Access, PowerPoint, Microsoft Word, Accounting, Auditing, Financial Reporting, Internal Controls, External Audit, Financial Accounting, Financial Analysis, US GAAP, GAAP, Due Diligence, Microsoft Excel, Analysis, Financial Statements, Leadership, General Ledger
Education
Providence College 2005 — 2009
Bachelor of Science, Accountancy
St. Mary’s University, Twickenham 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Salesforce June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Algorithms, Java, C++, JavaScript, Verilog, SQL, SQL Server Management..., Research, R, Matlab, HTML5, CSS, jQuery
Education
Lawrence High School
Princeton University
Bachelor's of Science in Engineering, Electrical and Electronics Engineering, Computer Science, Management
Merrill Edge August 2015 - Present
Providence City Government Department of Policy September 2014 - December 2014
Bank of America Merrill Lynch May 2013 - August 2013
Church Pension Group May 2012 - August 2012
Hillsborough Family YMCA June 2009 - May 2012
Skills
Leadership, Microsoft Office, Analysis, PowerPoint, Microsoft Excel, OS X, Spanish, Access, Microsoft Word, Outlook, Mac OS X, SAS, STATA, Event Planning, Fundraising, Public Speaking, Social Media, Research, Teamwork, Time Management
Education
Providence College 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Immaculata High School 2007 — 2011
1stdibs.com June 2015 - Present
WorkFusion July 2014 - June 2015
Adaptly July 2013 - July 2014
Tykoon March 2012 - June 2013
Bank of America Merrill Lynch January 2012 - March 2012
Bank of America Merrill Lynch December 2009 - December 2011
Bank of America Merrill Lynch September 2008 - December 2009
Skills
Product Management, Social Media, Product Marketing, Product Development, Product Strategy, Social Media Advertising, Portfolio Management, Management, Strategy, Strategic Planning, SaaS, Marketing Strategy, Enterprise Software, Marketing, Digital Marketing, Go-to-market Strategy
Education
Princeton University 2004 — 2008
History
The Harpeth Hall School 2000 — 2004
VSCO 2012 - Present
Wanelo.com 2012 - 2012
Bank of America Merrill Lynch 2007 - 2012
Bank of America Merrill Lynch 2002 - 2007
Authentify 2000 - 2002
Bank of America / Chicago Research and Trading 1998 - 2000
Deloitte Consulting / Netdox 1996 - 1998
IBM 1995 - 1996
Purdue Engineering Computer Network 1993 - 1995
Skills
Software Development, SDLC, Distributed Systems, Java, C++, Unix, Enterprise Architecture, Linux, SQL, SOA, Database Design, Software Engineering, Web Services, Product Management, Cloud Computing, Web Applications, Databases, System Architecture, Programming, IT Strategy, Solaris, Agile Methodologies, REST, Ruby on Rails, Mobile Devices, Computational Chemistry, AJAX, Monetization, Open Source, Enterprise Software, Android
Education
University of Chicago 2002 — 2004
S.M.
Purdue University
B.S.
GFI Group February 2011 - Present
Bank of America Merrill Lynch June 2010 - February 2011
Blackbird Holdings, Inc. 2008 - 2010
GFI Group 2003 - 2008
Tradition 1999 - 2003
Cantor Fitzgerald 1996 - 1999
RMJ Securities 1995 - 1996
NatWest Bank 1993 - 1995
THE DREYFUS CORPORATION 1990 - 1993
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Trading, Financial Markets, Series 7, Hedging, Investments, Bloomberg, Trading Systems, Options, Electronic Trading, Securities, Asset Management, Swaps, Risk Management, Commodity, Portfolio Management, Series 63, Financial Analysis, Social Media, Athletic Administration, Communication, Interest Rate..., Public Relations, Crisis Management, Christian Ethics, Communication Ethics, Ethical Decision Making, People Skills, Relationship Building, Organizational..., Public Speaking, Coaching, Corporate Social...
Education
Purdue University 2014 — 2016
Master of Science (M.S.), Communications
New York Institute of Technology 1986 — 1990
Bachelor of Science (B.S.), Accounting
Holy Cross High school
Bank of America Merrill Lynch December 2009 - Present
Bank of America June 2007 - December 2009
Bank of America June 2005 - June 2007
Bank of America June 2004 - August 2004
Skills
Trading, CDO, Financial Engineering, Rates, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Bonds, Structured Products, Quantitative Analytics, Credit Derivatives, Interest Rate..., Series 7, CDS, Series 63, Credit Risk, Interest Rate Swaps, Counterparty Risk
Education
Princeton University 2001 — 2005
BSE, Operations Research and Financial Engineering
Bank of America Merrill Lynch August 2013 - Present
UBS Investment Bank 1999 - August 2013
Education
Princeton University 1995 — 1999
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
HSBC August 2013 - Present
HSBC August 2012 - August 2013
Bank of America Merrill Lynch March 2011 - August 2012
Bank of America Merrill Lynch May 2009 - March 2011
Bank of America January 2007 - May 2009
Bank of America June 2006 - December 2006
Bank of Hawaii July 2004 - May 2006
Marriott International June 2003 - June 2004
Skills
Portfolio Management, Commercial Banking, Underwriting, Credit, Banking, Financial Analysis, Loans, Cash Flow, Financial Modeling, Corporate Finance, Risk Management, Credit Risk, Forecasting, Customer Relations, Financial Management, Mergers, PowerPoint, Word, Risk, Excel, Microsoft Office, Credit Analysis, Coaching, Mentoring, Cash Management, Commercial Lending, Financial Risk
Education
Purdue University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Bank of America Merrill Lynch 2004 - Present
The NASDAQ Stock Market, Inc 2002 - 2004
TD Waterhouse 2000 - 2002
Middleberg euro RSCG 1995 - 2000
Skills
Corporate Communications, Media Relations
Education
Providence College 1991 — 1995
JPMorgan Chase July 2012 - Present
Bank of America Merrill Lynch June 2010 - June 2012
Telcordia Technologies August 2008 - January 2011
IBM April 2004 - July 2008
AT&T November 2002 - April 2004
TCS June 1996 - May 1999
Videocon International 1994 - 1996
Education
PSG College of Technology 1990 — 1994
BE, Electronics and Communication
Bank of America Merrill Lynch July 2014 - Present
Citi May 2013 - July 2014
Citi January 2012 - May 2013
Citi September 2010 - May 2012
Citi September 2009 - September 2010
Citigroup May 2007 - September 2009
Citigroup February 2005 - April 2007
Citigroup May 2004 - February 2005
Skills
Banking, Capital Markets, Commercial Banking, Investment Banking, Cash Management, Risk Management, Corporate Finance, Financial Structuring, Trade Finance, Financial Institutions, Securities, Management, Credit Risk, Emerging Markets, Structured Finance, Leadership, Fixed Income, FX Options, Financial Services, Derivatives, Financial Modeling, Team Leadership, Treasury Management, Credit Cards, Financial Markets, Relationship Management, Valuation, Financial Risk, Credit Analysis, Operational Risk, Credit
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1989 — 1993
Business Administration
Colegio Champagnat
UBS September 2013 - Present
Bank of America Merrill Lynch June 2007 - August 2013
Morgan Stanley Capital International 2004 - 2006
Skills
Fixed Income, Capital Markets, Central Banks, Rates, Bloomberg, Series 7, Asset Management, Investments, Valuation, Series 63, Financial Markets, Asset Allocation, Bonds, Derivatives, Structured Products, Emerging Markets, Financial Analysis
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch November 2013 - Present
Pratt Institute January 2007 - Present
Vist January 2000 - Present
Bandujo Digital (formerly Verkuhl) November 2010 - November 2013
Verizon Wireless August 2010 - November 2010
Blue Diesel November 2008 - August 2010
Merrill Lynch July 2007 - November 2008
Bandujo Advertising + Design June 2000 - July 2007
The HUB NYC January 1999 - January 2000
Tri-Plex January 1996 - January 1999
Skills
User Experience, Interaction Design, User Interface Design, Information Architecture, Creative Direction, Web Design, Mobile Applications, Art Direction, Content Strategy, Branding & Identity, User Experience Design, Mobile Design, Creative Strategy, Project Management, Visual Design, Digital Marketing, User Interface, Digital Strategy, Usability, Web Development, Mobile, Creative Development, Experience Design, Prototyping, Graphic Design, Front-end Development, User-centered Design, Product Development, Accessibility, User Interface..., Visual Communication, Creative Technology, CSS, HTML, Client Presentation, Human Factors, Data Visualization, Digital Media, Information Design, Wireframes, Usability Testing, Business Analysis, Business Strategy, Service Design, Product Design, Data Analytics, Financial Services, Artificial Intelligence
Education
Pratt Institute
Seton Hall University
St. Joeseph's High School
Bank of America Merrill Lynch January 2014 - Present
Skills
Capital Markets, Equities, Options, Financial Modeling, Securities
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Princeton University 1999 — 2003
Bank of America Merrill Lynch October 2009 - Present
Admiral Capital Management June 2009 - September 2009
Clapboard Capital October 2008 - September 2009
FGG September 2003 - May 2008
DLJ April 1998 - March 2000
Smith Barney March 1996 - March 1998
Credit Suisse Financial Products February 1992 - April 1996
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Managment, Derivatives, Financial Markets, Investment Banking, Capital Markets, Investments, Banking, Options, Securities, Asset Management, Investment Management, Trading, Mutual Funds, Portfolio Management, Interest Rate..., Credit Derivatives, Structured Products, Wealth Management, Series 7, Financial Services, Leadership
Education
Princeton University 1982 — 1986
A.B., Economics
Douglass Consulting LLC May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Merrill Lynch April 2008 - November 2013
VDM Trading, VDM Capital Markets January 2007 - March 2008
LaBranche & Co. 1997 - 2005
Skills
Commodity, Asset Allocation, Series 24, Equity Derivatives, Public Speaking, ETFs, AML, Financial Risk, Investment Advisory, Microsoft Excel, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Equities, Series 7, Options, FINRA, Trading, Series 63, Investments, Securities, Management, Electronic Trading
Education
Purdue University 1991 — 2000
BA, English
Purdue University
BMO Financial Group June 2014 - Present
Bank of America Merrill Lynch March 2002 - June 2014
Gen Re Securities September 2001 - March 2002
Reval February 2000 - September 2001
Rabobank International June 1998 - January 2000
JP Morgan 1992 - 1998
Skills
Derivatives, Capital Markets, Structured Products, Equities, Credit Derivatives, Fixed Income, Credit, Hedge Funds, Risk Management, Portfolio Management, Business Analysis, Investment Banking, Options, Mortgage Lending, Trading Systems
Education
Princeton University 1986 — 1987
MSEE, Electrical Engineering
Wesleyan University 1977 — 1982
BA, Math/Economics
Citizens Bank June 2015 - Present
Bank of America Merrill Lynch May 2010 - Present
Razberries 2003 - Present
Kelly Outsourcing & Consulting Group May 2007 - March 2009
Recap Advisors, LLC November 2006 - May 2007
Janney Montgomery Scott April 2005 - April 2006
John M. Horack, Jr., D.M.D. March 2001 - April 2005
UBS July 1999 - March 2001
Skills
Applicant Tracking..., Training, Talent Acquisition, Recruiting, Human Resources, Microsoft Office, Customer Service, Interviews, Sales, Onboarding, Hiring, Time Management, Sales Operations, Social Media, Leadership
Education
Plymouth State University 1993 — 1998
Bachelor's degree, Graphic Design
Standard Chartered Bank April 2011 - Present
Bank of America Merrill Lynch September 2005 - April 2011
Morgan Stanley September 1997 - September 2005
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance
Princeton University 1991 — 1995
BA, Politics
Bank of America - Merrill Lynch June 2008 - Present
Liberty Mutual 2005 - 2008
ADM 2001 - 2004
BitWise Inc 2000 - 2001
Education
PSG College of Technology
Yuanshihui.com December 2013 - December 2014
The UCF Group July 2013 - December 2014
Ray Shi Capital Group July 2010 - June 2013
Vision Capital Advisors June 2007 - January 2010
Bank of America Merrill Lynch April 2005 - June 2007
NERA Economic Consulting September 2003 - April 2005
OECD (Organization for Economic Cooperation and Development) June 2001 - September 2002
Education
Princeton University 2000 — 2003
MPA (Master of Public Affairs), Economics & Advanced Quantitative Analysis
University of International Business and Economics 1996 — 2000
Bachelor of Law
AppNexus March 2014 - Present
AppNexus November 2012 - February 2014
AppNexus December 2011 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Frito Lay July 2006 - August 2006
Skills
Analysis, Analytics, Data Analysis, Business Analysis, SQL, Business Intelligence, Finance, Python, Data Science, Hive, Hadoop
Education
Princeton University 2005 — 2009
Bachelor of Science in Engineering, Operations Research and Financial Engineering, Finance, Applications of Computing
Standard Chartered Bank May 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Barclays Investment Bank July 2008 - July 2013
Lehman Brothers July 2007 - August 2007
Goldman Sachs June 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Equities, FX Options, Emerging Markets, Series 7, Series 63, Hedge Funds, Fixed Income, Options, Derivatives
Education
Providence College 2004 — 2008
BS (Honors), Finance, Economics
Westbrook Partners August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Education
Princeton University 2003 — 2007
AB, Economics, Finance, Spanish
The Bishop's School
Deloitte May 2014 - March 2015
Bank Of America Merrill Lynch June 2008 - March 2014
Hewlett-Packard June 2007 - June 2008
Verizon 2005 - 2006
Skills
JMS, TIBCO Rendezvous, Spring, Unix, SOA, Scrum, Java Enterprise Edition, Weblogic, Web Services, XML, Oracle, Sybase, Hibernate
Education
Pondicherry University 2002 — 2005
MCA, en
APR School, Srisailam, Kurnool-AP.
Bank of America August 2012 - Present
Bank of America Merrill Lynch January 2007 - August 2012
Freeborders August 2003 - November 2008
WestLB July 2002 - August 2003
J.P. Morgan 1994 - 2000
Skills
Investment Banking, Credit Derivatives, Middle Office, Fixed Income, Derivatives, CDS, Business Analysis, Program Management, Business Process..., Swaps, Process Engineering, Management Consulting, Structured Products, Bonds, Change Management, Securities, Operations Management, Strategic Planning, Rates, Electronic Trading, MBS, Product Control, Requirements Analysis, Trading, Equities, FX Options, Bloomberg, Risk Management, Market Risk, Equity Trading, Back Office, Hedge Funds, Trading Systems, Equity Derivatives, Project Portfolio..., Capital Markets, Interest Rate..., Operational Risk
Education
College of Law 1994 — 1995
Common Professional Exam
Queen Mary University of London 1989 — 1992
BA Honours, Medieval & Modern History
TD Ameritrade September 2013 - Present
TIAA-CREF February 2012 - August 2013
Pershing, a BNY Mellon company September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
Consultant 2005 - 2009
Semiconductor Complex Ltd January 2001 - June 2001
Skills
PMP, Business Analysis, PMO, Program Management, Financial Services, Business Process..., SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Vendor Management, Software Project..., Visio, Project Delivery, Requirements Analysis, Project Portfolio..., MS Project, Process Improvement, Integration, SharePoint, Project Management, Management, Project Planning, ERP, Scrum
Education
Queen's School of Business 2009 — 2010
MBA, Finance
Punjab Technical University 1998 — 2002
B Tech, Computer Science & Engineering
Bank of America Merrill Lynch August 2015 - Present
Perper & Co October 2010 - Present
Fusion Advisory Partners, Inc. September 2009 - September 2010
Lehman Brothers January 2005 - August 2009
Goldman Sachs August 2003 - January 2005
JP Morgan August 1994 - October 2002
Skills
Investment Banking, Capital Markets, Portfolio Management, Structured Finance, Equities, Leveraged Finance, Fixed Income, Investments, Finance, Financial Structuring, Due Diligence, Special Situations, Credit Analysis, Risk Management, High Yield, Credit, Cultural Diversity, Strategic Negotiations, Credit Risk, Securities, Venture Capital, Bonds, Loans, Financial Risk, Strategy, Project Finance, Funding, Restructuring, Banking, Executive Management, Financial Institutions, Debt Restructuring, LBO, Syndications, Private Equity, Corporate Finance
Education
Princeton University 1979 — 1984
A.B., Econ
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2012 - December 2013
Bank of America Merrill Lynch April 2010 - December 2011
Global Health Strategies January 2009 - March 2010
Susquehanna International Group September 2008 - December 2008
Susquehanna International Group, LLP (SIG) June 2007 - August 2007
Gas-Union GmbH June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Capital Markets, Private Equity
Education
Princeton University 2004 — 2008
A.B., History, German
Noble and Greenough School 2000 — 2004
Merrill Lynch July 2014 - Present
Merrill Lynch August 2009 - July 2014
Bank of America Merrill Lynch January 2007 - November 2009
Merrill Lynch June 2005 - December 2006
Skills
Series 7, Series 63, Hedge Funds, Equities, Investment Strategies, Bloomberg Terminal, Wealth Management, Derivatives, Mutual Funds, Asset Allocation, Fixed Income
Education
Providence College 1998 — 2002
BA, Social Science, Political Science
KCG Holdings, Inc. May 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2013
Princeton University August 2007 - July 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Machine Learning, Matlab, Statistics, R, Data Mining, C++, Research, Teaching, Programming, Game Theory, Probability, Stochastic Processes, Artificial Intelligence, Signal Processing, Python, NumPy, Data Visualization
Education
Princeton University 2006 — 2011
Ph.D, Electrical Engineering
Tsinghua University 2002 — 2006
BEng, Electronic Engineering
Bank of America Merrill Lynch November 2014 - Present
Chicago Mercantile Exchange April 2012 - October 2014
CME Group August 2008 - April 2012
CME Group February 2007 - August 2008
CME Group February 2004 - February 2007
CME Group February 2001 - February 2004
Skills
Trading Systems, Options, Derivatives, Electronic Trading, Back Office, FX Options, Financial Markets, Commodity, Trading, Market Data, User Acceptance Testing, Business Requirements, Middle Office, Fixed Income, Equities, Prime Brokerage, Swaps, Equity Derivatives, Business Analysis, Credit Derivatives, Risk Management
Education
Purdue University
B.S., Chemistry, Genetics
University of Notre Dame
MBA, Marketing/Marketing Management, General
Bank of America 2015 - Present
Bank of America - Merrill Lynch 2004 - Present
Pajoam Technologies 2002 - 2014
Global Crossing 2001 - 2004
International Network Services 1996 - 2001
Stevens Institute of Technology 1994 - 1996
Electro Alloys Inc 1991 - 1992
Handy & Harman 1985 - 1990
Skills
Data Center, Project Management, PMO, ITIL, Vendor Management, Networking, Network Architecture, SDLC, Telecommunications, Program Management, Disaster Recovery
Education
Stevens Institute of Technology
MS, Telecommunications Management
Purdue University
MS, Management
Rensselaer Polytechnic Institute
BS, Chemical Engineering
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. June 2014 - August 2014
GE Aviation March 2014 - May 2014
Bank of America Merrill Lynch June 2010 - July 2013
Bank of America Merrill Lynch January 2010 - June 2010
Skills
Process Improvement, Change Management, Foreign Exchange, SWIFT messaging, SWIFT payments, Financial Modeling, Asset Management, Business Analysis, Financial Analysis, Corporate Finance, Equities, Data Analysis, Securitization, Fixed Income, Leadership, Investment Banking, Finance, Securities, Operations Management, Banking, Wealth Management, Relationship Management, Structured Products, Portfolio Management, Operational Risk..., Capital Markets, Treasury Services, Structured Finance, Bloomberg, Strategy, Financial Services, Securities Lending, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Purdue University 2004 — 2008
BS, Management
University College Dublin 2007 — 2007
BS, Business
BTIG September 2015 - Present
HSBC June 2014 - September 2015
Merrill Lynch April 2011 - June 2014
Bank of America Merrill Lynch July 2008 - April 2011
Skills
Trading, FX Options, Securities, Investments, Sales, Financial Risk, Equities, Fixed Income
Education
Providence College 2004 — 2008
Finance
Bergen Catholic
Bank of America Merrill Lynch August 2011 - Present
Bank of America October 2010 - August 2011
UBS Investment Bank (Employer: IBM) September 2007 - September 2010
Duskin (Employer: IBM) April 2007 - August 2007
American Express (Employer: IBM) November 2005 - March 2007
Skills
Trading Systems, Trade Capture &..., Credit Derivatives, Interest Rate..., Mortgage Derivatives, Public Finance, Valuation, Risk, Settlement, Dodd-Frank, Volcker, ISDA, FpML, SDLC, Java, Java Enterprise Edition, SOA, Web Services, Unix, Requirements Analysis, Oracle, Collateral & Margin..., Servlets, Agile Methodologies, Hibernate, Unix Shell Scripting, SQL, DB2, JMS, Spring, Sybase, REST, Python, C, C++, XML, Rational Rose..., Perforce, JIRA, Business Analysis, Microsoft Excel, Bloomberg Terminal, Project Management
Education
Pune Institute of Computer Technology 2001 — 2005
Engineer's Degree, Information Technology
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch December 2013 - June 2015
Avema February 2013 - December 2013
Queen's School of Business July 2012 - February 2013
Education
CFA Institute
Queen's University 2008 — 2012
Commerce
Thornlea SS
Bank of America Merrill Lynch September 2010 - Present
ISRO SATELLITE CENTER, BANGALORE 1987 - 1990
Education
PSG College of Technology 1984 — 1986
M.E., COMPUTER SCIENCE/ENGINEERING
Bank of America Merrill Lynch June 2013 - Present
Skills
Economics
Education
Princeton University 2007 — 2013
Doctor of Philosophy (PhD), Economcs
The University of Western Ontario 2003 — 2007
Bachelor of Arts (B.A.), Honors Specialization in Economics and Minor in Mathematics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2014 - Present
Bank of America June 2010 - November 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America June 2004 - June 2009
Bank of America October 2000 - June 2004
Fort Worth Dallas Ballet June 1996 - January 1997
Skills
Treasury Management, Banking, Commercial Banking, Treasury Services, Cash Management, Liquidity Management, Portfolio Management, Investments, Relationship Management, ACH, Payments, Financial Analysis, Financial Services
Education
Principia College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
North Carolina School of the Arts 1995 — 1996
WP Global Partners December 2014 - Present
Bank of America Merrill Lynch July 2013 - December 2014
Bank of America Merrill Lynch June 2012 - August 2012
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch September 2011 - Present
Merrill Lynch July 2008 - September 2011
Education
NYU Courant Institute of Mathematical Sciences 2013 — 2016
Master of Science (M.S.), Mathematics in Finance
Purdue University
B.S., Computer Science
Kelso & Company August 2013 - Present
Bank of America Merrill Lynch June 2009 - June 2013
Education
Princeton University
Bank of America Merrill Lynch April 2011 - Present
UBS Investment Bank February 2001 - March 2011
Bear Stearns October 1995 - January 2001
Linnco Futures Group December 1994 - September 1995
Alaron Trading June 1993 - November 1994
Skills
Trading, Technical Analysis, Options, Hedge Funds, Equities
Education
Purdue University 1989 — 1993
B.A. Agricultural Economics
Legacy Financial Group, LLC/MassMutual September 2011 - Present
New York Life Insurance Company May 2009 - November 2011
Black Irish Productions January 2006 - June 2009
Bank of America Merrill Lynch January 2007 - March 2008
Education
Providence College 2002 — 2006
Business Administration, Managment/ Marketing
Bank of America Merrill Lynch August 1996 - Present
Wells Fargo 1994 - 1996
Skills
Portfolio Management, Loans, Underwriting, Financial Modeling, Insurance, Real Estate Economics, Due Diligence, Asset Managment, Mortgage Lending, Commercial Lending, Investments, Capital Markets, Credit, Commercial Banking, Negotiation, Small Business Lending, Banking, Asset Management, Credit Analysis, Credit Risk, Finance
Education
Prairie View A&M University 1991 — 1994
Bachelor's, Economics
Morgan Stanley March 2014 - Present
Wittington Investments, Limited February 2013 - March 2014
Bank of America Merrill Lynch July 2011 - February 2013
Bank of America Merrill Lynch July 2008 - July 2011
PwC May 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Corporate Development, Retail, Luxury Goods, Department Stores, Private Equity, Business Valuation, Bloomberg
Education
Queen's University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
Bank of America Merrill Lynch January 2011 - Present
Education
Providence College 1996 — 2000
BS, Finance, General
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch June 2013 - August 2013
College of Urban Planning and Public Affairs (UIC) December 2012 - May 2013
Infosys July 2010 - July 2012
Infosys January 2010 - May 2010
Skills
Java, MySQL, Web Applications, CSS, Quality Center, C++, SQL, SAS, Regression Testing, Dreamweaver, AngularJS, JavaScript, HTML5
Education
PSG College of Technology 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science, 7.08
University of Illinois at Chicago 2012 — 2014
Master of Science (MS), Management Information Systems, General, 3.5
Capital One October 2008 - Present
Bank of America Merrill Lynch February 2005 - October 2008
Alcoa Fastening Systems May 1999 - February 2004
ExxonMobil August 1990 - May 1999
Education
Princeton University 1997 — 1999
Master of Business Administration (M.B.A.)
TD Securities January 2012 - Present
Bank of America Merrill Lynch January 1998 - December 2011
Banc of America Securities LLC April 1992 - January 1998
Bear Stearns& Co. January 1991 - April 1992
Chase Securities, Inc. January 1989 - January 1991
Smith Barney, Harris Upham & Co. August 1981 - January 1989
Skills
Public Finance, Capital Markets, Local Government Finance, Higher Education Finance, Student Housing Finance, Nonprofit Finance, Utility Finance, Management, Series 7, Series 53, Series 63
Education
Princeton University
Bachelor of Arts, Cum Laude, Architecture and Urban Planning
University of Pennsylvania
Master of City Planning
The University of Texas at Austin
LBJ School of Public Affairs, Master of Public Affairs
Waddell & Reed March 2015 - Present
Bank of America Merrill Lynch June 2005 - March 2015
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Financial Services, Relationship Management, Financial Planning, Certified Financial...
Education
Purdue University 1985 — 1989
Bachelor of Science (B.S.)
Purdue University 1985 — 1989
GE 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Bank of America Merrill Lynch May 2008 - June 2010
Bank of America Merrill Lynch July 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Series 7 & 63...
Education
Providence College 1989 — 1993
Bachelor of Science (BS), Marketing
Great Neck South High School, Great Neck NY 1985 — 1989