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
Jones Lang LaSalle UnitedHealth Group Account August 2015 - Present
Bank of America Merrill Lynch 2012 - 2015
Bank of America Merrill Lynch 2010 - 2012
Skills
Business Analysis, Data Analysis, Project Management, Mobile Applications, Requirements Gathering, Requirements Analysis, SharePoint, Financial Reporting, MS Project, Quality Center, iPad, CA Clarity, Visio, VBA, SDLC, SQL, Project Planning, Forecasting, IT Project & Program..., Non-profit Boards, Housing Associations, Housing Management, Volunteering, Microsoft Office, MS Team Foundation..., Process Improvement, Financial Analysis, Maximo, JIRA
Education
Rensselaer Polytechnic Institute 2009 — 2010
M.E., Industrial and Management Engineering, 3.89/4.00
Rensselaer Polytechnic Institute 2005 — 2009
B.S., Economics, 3.78/4.00
Bank of America Merrill Lynch March 2011 - Present
National Bank Financial February 2004 - November 2010
Lightyear Capital February 2001 - February 2004
Northrock Resources September 1999 - January 2001
Education
Queen's University 1989 — 1993
Bsc, Chemical Engineering
MasterCard 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Tetherless World Constellation, RPI August 2012 - January 2013
Skills
C++, Java, Python, SQL, Matlab, Labview, Microsoft Office, LaTeX, PowerPoint, Maple, Mathematica, Microscopy, Microsoft Excel, Research, VBA, C#, Linux, Objective-C, Visual Studio, Modeling, XML, Data Analysis, Visual Basic, HTML, Analysis, JavaScript, CSS, Eclipse, Machine Learning, MySQL, PHP, WPF, Algorithms
Education
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor of Science (BS), Computer System Engineering & Computer Science
Bank of America Merrill Lynch August 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Wealth Development Strategies, L.P. May 2013 - July 2013
Fe y Justicia Worker Justice Center August 2012 - December 2012
Skills
Finance, Research, PowerPoint, Strategic Financial..., Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Time Management, Economics, Spanish, Data Analysis, Financial Planning, Leadership, Investments, SPSS
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis
Alfred M. Barbe High School 2007 — 2011
Bank of America February 2013 - Present
Bank of America Merrill Lynch September 2010 - February 2013
Motorola July 2005 - March 2011
University of Illinois at Urbana-Champaign September 2004 - May 2008
Skills
Equities, Valuation, Corporate Finance, Financial Risk, Financial Markets, Finance, Management, VBA, Derivatives, Financial Modeling, Fixed Income, Quantitative Analytics, Bloomberg, Quantitative Finance, Matlab, Monte Carlo Simulation, Options, R, Credit, Portfolio Management
Education
The University of Chicago 2009 — 2010
MSFM, FInancial Mathematics
University of Illinois at Urbana-Champaign 2006 — 2008
Equivalent Degree, Equivalent Degree in Finance
University of Illinois at Urbana-Champaign 2004 — 2008
MS EE, Electrical Engineering
Rensselaer Polytechnic Institute 2000 — 2004
BS - ENG, Electrical Engineering
Ripple Effect Strategies August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Marketing, Communications, PR 2013 - 2014
Merrill Lynch 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Marketing, Social Media Marketing, Public Speaking, Coaching, Online Marketing, Strategy, Social Networking, Training, Integrated Marketing, Business Development, Management, Advertising, Public Relations, Digital Marketing, Online Advertising, Corporate Communications, Team Leadership, Strategic Communications, Marketing Management, Marketing Communications, Leadership, Strategic Planning
Education
Rider University
Bachelor's Degree, Business Administration
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase September 2013 - May 2015
Merrill Lynch June 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Sikorsky Aircraft June 2009 - August 2009
Cisco Systems June 2008 - August 2008
Skills
Java, SDLC, Python, Electronic Trading, Integration, Testing, C#, Communication Skills, Programming, SQL, Trading Systems, Trading, Eclipse, Conflict Management, Creative Problem Solving, Fast Learning, Software Design, Teamwork, Application Development, Problem Solving, Software Development..., Agile Methodologies, Object Oriented Design, Web Development, Multithreaded..., PHP, Shell Scripting, Project Management, SQLite, HTML, Unix, Scrum, Technical Writing, Creative Writing, SOA, Databases, Visio, Software Development
Education
Rensselaer Polytechnic Institute 2010 — 2011
Master of Science (MS), Information Technology, 3.33
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science (BS), Information Technology, 3.34
Arlington High School 2002 — 2006
Deloitte August 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Parliament Investment Group, LLC December 2010 - 2012
Merrill Lynch Private Wealth Management May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Bloomberg, Microsoft Word, PowerPoint, Business Strategy, Financial Analysis, Data Analysis, Business Process...
Education
Rice University 2009 — 2013
BA, Mathematical Economic Analysis
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
Bank of America April 2011 - February 2014
BANK OF AMERICA MERRILL LYNCH July 2006 - April 2011
Societe Generale January 2003 - July 2006
Skills
Governance, Strategic Planning, Process Improvement, Change Management, Performance Management, Forecasting, Portfolio, Program, and..., Business and..., Team Building and...
Education
St. John's University 1992 — 1994
Master of Business Administration (MBA), Quantitative Analysis
Queens College 1986 — 1990
Bachelor of Arts (B.A.), Computer Science
BBA Aviation plc September 2015 - Present
Macaulay Business Club January 2015 - Present
Bank of America Merrill Lynch September 2015 - September 2015
Lenox Advisors June 2015 - August 2015
National Securities Corporation December 2014 - June 2015
Queens College Rosenthal Library September 2014 - December 2014
NYC Board of Elections September 2014 - November 2014
Super Stop & Shop October 2013 - September 2014
Burlington Coat Factory June 2012 - August 2013
Skills
Active Team Player, Critical Thinking, Public Speaking, Oral & Written..., Customer Service, Economics, Social Media, Visual Studio Express, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Corporate Finance
Education
Queens College 2013 — 2017
Bachelor of Science (BS), Physics, 3.78/4.00
Concur October 2014 - Present
Concur November 2013 - October 2014
Robert Half International September 2012 - November 2013
Bank of America- Merrill Lynch January 2012 - August 2012
Bank of America- Merrill Lynch June 2011 - January 2012
Bank of America- Merrill Lynch November 2010 - June 2011
Nordstrom 2004 - 2010
Nordstrom May 2009 - August 2009
Skills
Sales, Account Management, Leadership, Marketing, Business Development, Management, Microsoft Office, Sales Management, Microsoft Excel, Social Media, PowerPoint, Market Research, Customer Satisfaction, Outlook, Marketing Strategy, Social Media Marketing, Coaching, Time Management, B2B, Sales Process, Small Business, Negotiation, Outside Sales, New Business Development, Technology, Mobile Technology, Cloud Computing, Expense Management, Selling, Salesforce.com, Sales Operations, SaaS
Education
Regis University 2006 — 2010
Bachelor of Science, Business Administration, Emphasis: Management
Regis University 2006 — 2010
Bachelor of Science, Marketing
Richmond University - Rome, Italy 2008 — 2009
International Marketing & Management
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan August 2014 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
America Reads August 2010 - May 2014
Management Leadership for Tomorrow August 2012 - December 2013
J.P. Morgan June 2013 - August 2013
SEO Career Prep Program March 2013 - August 2013
INROADS March 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Law Office of Mark A. Weisbart July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Banking, Social Media, Windows, Capital IQ, Macroeconomics, Econometrics, Spanish, Data Analysis, Financial Markets, Financial Modeling, Investment Banking, Accounting, Economic Development, Valuation, Community Outreach, Event Planning
Education
Rice University 2010 — 2014
Bachelor of Arts, Economics, Political Science
James A. Baker III Institute for Public Policy -- Rice University March 2015 - Present
Institute for Policy Studies June 2015 - August 2015
Bank of America Merrill Lynch March 2015 - March 2015
KPMG July 2014 - August 2014
SHINEWING (HK) CPA Limited May 2014 - June 2014
Vancity August 2012 - August 2012
Skills
Public Speaking, Public Relations, Microsoft Excel, Research, Finance, Financial Analysis, Nonprofits, R, Entrepreneurship, Leadership, Project Planning, Python, Microsoft Office
Education
Rice University 2013 — 2017
Mathematical Economic Analysis and Political Science
Crofton House School
Data Derivatives November 2013 - Present
Actimize November 2012 - November 2013
Bank of America Merrill Lynch January 2012 - November 2012
Exzac March 2011 - October 2011
FIRST CAPITAL CONSULTING February 2010 - March 2011
E*TRADE Financial July 2008 - July 2009
MetLife August 2006 - April 2008
Skills
Actimize Implementation, Oracle SQL, SQL Server, SQL, Business Analysis, Databases, Data Warehousing, Data Analysis, AML, Access, ETL, MySQL, Requirements Analysis, Requirements Gathering, Excel, Visio, UML, User Acceptance Testing, Quality Assurance, User Interface Design, Use Case Analysis, User Stories, Mockups, Functional..., MS Project, SDLC, Scrum, Agile Methodologies, Project Management, Unified Process, Stored Procedures, Microsoft SQL Server, Microsoft Excel, Oracle, Actimize Risk Case..., Equities, Sybase, Fixed Income, Analytics, Hedge Funds, Derivatives, Financial Risk, Financial Services, Investment Banking, Trading Systems, Analysis, Banking, Business Intelligence, Capital Markets, Risk Management
Education
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration; CIS and Decision Sciences
Queens College 2002 — 2006
Bachelor of Arts, Philosophy
Archbishop Molloy High School 1998 — 2002
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Bank of America Merrill Lynch 2006 - 2007
Bank of America Merrill Lynch 2005 - 2006
Bank of America Merrill Lynch 2002 - 2005
Bank of America Merrill Lynch 1999 - 2002
Bank of America Merrill Lynch 1997 - 1999
Skills
Experienced Program..., Black Belt, Six Sigma, Lean Process Improvement, IT Financial Management, Strategic Planning, Dodd Frank, Back Office Technology, Business Process..., Agile Application..., Scrum, Business Management, Banking, Operational Risk, Management, Investments, Dodd-Frank, Financial Services, Portfolio Management, Process Improvement, Risk Management, Business Analysis, Vendor Management, Program Management, Leadership
Education
Queens University of Charlotte
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.75
Bank of America Merrill Lynch May 2013 - Present
Accenture August 2011 - April 2013
Citigroup February 2010 - June 2011
Capco April 2009 - February 2010
Metropolitan Life Insurance Company March 2006 - December 2008
BEA Systems March 2003 - February 2006
UTstarcom Inc December 1999 - March 2003
AT&T January 1999 - December 1999
Goldman Sachs August 1993 - January 1999
Verizon April 1991 - August 1993
Skills
Insurance, Derivatives, Integration, Project Management
Education
Queens College 1986 — 1989
Master Degree, Computer Science
Queens College 1984 — 1985
MA
Deutsche Bank October 2014 - Present
Scotia Waterous March 2013 - October 2014
Bank of America Merrill Lynch July 2012 - February 2013
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Forecasting, Valuation, Capital Structure, Due Diligence, Cash Flow Analysis, Corporate Finance, Debt Restructuring, Investment Banking, DCF Valuation, Mergers & Acquisitions, Capital IQ, Financial Markets, Strategic Financial..., Financial Structuring
Education
Rice University 2008 — 2011
BA, Economics and History
Bank of America Merrill Lynch June 2012 - Present
Royal Bank of Scotland Group August 2009 - April 2012
ABN AMRO Bank N.V. August 2007 - August 2009
Dresdner Kleinwort March 2004 - January 2007
Skills
Research, Information Research, Information Retrieval, Information Management, Information Analysis, Online Research, Investment Banking, Information Gathering, Library Research, Bloomberg, Business Information, Qualitative Research, Competitive Intelligence, Records Management
Education
Queens College
Master of Library & Information Science (MLIS), Library and Information Science
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Caledon Capital Management Inc. September 2013 - Present
Bank of America Merrill Lynch June 2012 - September 2013
Bank of America Merrill Lynch May 2011 - August 2011
Education
Queen's University 2008 — 2012
Bachelor of Commerce
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
International Exchange
NRG Energy July 2015 - Present
Bank of America Merrill Lynch March 2015 - June 2015
Supreme Heating and Air Conditioning Inc. September 2013 - February 2015
Hallmark Cards August 2010 - January 2014
Skills
Human Resources, Marketing, Marketing Communications, Customer Service, Social Media, Public Relations, English, Microsoft Word, Sales, Time Management
Education
Rutgers University-New Brunswick 2013 — 2014
Bachelor's Degree, Communication, Human Resources
Raritan Valley Community College
Associate's Degree, Liberal Arts
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo Advisors, LLC February 2013 - May 2014
Merrill Lynch July 2011 - February 2013
David Lerner Associates, inc. February 2009 - July 2011
Benchmark Mortgage August 2005 - June 2007
Home123 2003 - 2005
Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds
Education
Ramapo College of New Jersey
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2010 - January 2011
Bank of America 2007 - 2009
Skills
Production Support, Real Time System..., Service Delivery, IT Strategy, Strategic Planning, Software Project..., Program Management, Data Management, Business Analysis, Project Estimation, Technical Delivery..., Team Leadership, CRM software, Middleware, Data Provisioning and..., Application Development..., Software Quality..., Web Services
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS, Information Technology
Wells Fargo June 2013 - Present
Axiom Services Group LLC June 2010 - June 2013
Bank of America Merrill Lynch July 2005 - June 2010
Goldman Sachs April 1996 - July 2005
AT&T Bell Laboratories June 1984 - March 1996
Skills
Trading Systems, Perl, Electronic Trading, Unix, SDLC, Sybase, Unix Shell Scripting
Education
Stanford University 1984 — 1985
MS
Rensselaer Polytechnic Institute 1980 — 1984
BS
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2009 - Present
Bank of America September 2005 - Present
Bank of America 2005 - Present
Bank of America 2005 - Present
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Bank of America January 2006 - January 2009
Nortel Networks 1994 - 2005
Skills
Human Resources, Change Management, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Strategic Planning, Vendor Management, Employee Relations, Succession Planning, Banking, Leadership, Talent Acquisition, Process Improvement, Risk Management
Education
Queen's University 1984 — 1988
BAH, Sociology
Villanova University
NPD GLOBAL INC October 2012 - Present
NYSE October 2012 - Present
Chartis June 2012 - September 2012
Cognizant Technology Solutions October 2011 - September 2012
Express Scripts October 2011 - June 2012
Infosys Technologies Ltd May 2009 - October 2011
Bank of America Merrill Lynch January 2005 - October 2011
Satyam Computer services Limited January 2005 - May 2009
Skills
Agile & Waterfall..., SDLC, STLC, Requirements Gathering, Business Analysis, Business Requirements, Functional..., Requirements Analysis, Software Project..., Test Management, Test Cases, Test Planning, System Testing, Manual Testing, Regression Testing, Agile Testing, Usability Testing, Functional Testing, Test Automation, User Acceptance Testing, Project Management, Equity Trading, Trading Systems, Options, Mutual Funds, Fixed Income, Stock Exchange, Unit Testing, Defect Life Cycle, Defect Logging, Defect Tracking, XML, n tier architecture, Basics of Unix, Fix 4.0,4.1,4.2 Protocol, Fix Gateway, Quality Center, QTP basics, Cross Functional Team..., Team Management, Team Leadership, Oracle, Putty, SQL, Microsoft Office, Microsoft Excel, Software Quality...
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science, 76 % (Honors)
Balyasny Asset Management L.P. August 2015 - Present
Pine River Capital Management May 2012 - August 2015
Bank of America Merrill Lynch April 2010 - May 2012
RBC Capital Markets August 2008 - April 2010
Bank of America February 2007 - August 2008
Skills
Fixed Income, Trading, Electronic Trading, Credit Derivatives, Credit, Capital Markets, Derivatives, Application Support, Bloomberg, Trading Systems, Financial Markets, Risk Management, Equities, Investment Banking, FX Options, Interest Rate..., Hedge Funds, Bonds, Options, Market Risk, PnL
Education
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering, Computer Systems
University of Mumbai 2001 — 2005
B.E., Electronics and Telecommunications
CFA Institute
CFA Level 3 Candidate
Depository Trust & Clearing Corporation January 2014 - Present
Depository Trust & Clearing Corporation August 2011 - January 2014
Bank of America Merrill Lynch May 2010 - August 2011
Kohlberg Kravis & Roberts December 2009 - January 2010
Skills
Fixed Income, Equities, Portfolio Management, Operational Risk..., Financial Risk, Capital Markets, Alternative Investments, Hedge Funds, Business Process..., Securities, Banking, Derivatives, Project Management, Risk Management
Education
Ramapo College of New Jersey 2005 — 2009
B.A., Political Science
University of Limerick
Summer, Irish Society
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch Wealth Management November 2013 - October 2014
Merrill Lynch Wealth Management July 2012 - November 2013
Merrill Lynch Wealth Management July 2011 - July 2012
Merrill Lynch Wealth Management November 2008 - July 2011
Merrill Lynch 2007 - 2008
Skills
Series 7, CRM, Investments, CRPC, Wealth Management, Uniform Combined State..., Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Series 63, Investment Advisory, Series 9, Series 10, Series 66, Portfolio Management, Strategic Financial..., Retirement Planning, Securities, FINRA, Financial Planning
Education
City University of New York-Queens College 2004 — 2008
BBA & BSc, Corporate Finance & Economics
Reed College Judicial Board May 2014 - Present
Reed College Library September 2013 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Boston Debate League January 2013 - March 2013
Gap Inc. January 2011 - February 2012
U.S. House of Representatives June 2011 - August 2011
Skills
Microsoft Word, HTML, Photoshop, Research, Customer Service, Rhetoric, Usability Testing, CSS, Interviews, Analysis, Public Speaking, Competitive Debate, Sales, Nonprofits, Editing, Event Planning
Education
Reed College 2013 — 2017
B.A. in progress, Economics
Commonwealth School 2009 — 2013
High School Diploma
University of Chicago 2010 — 2012
Non-degree pre-collegiate summer student
Bank of America Merrill Lynch November 1996 - Present
Leviton March 1994 - November 1996
Prudential Securities April 1987 - March 1994
Skills
Banking, Risk Management, Equity Derivatives, Options, Business Analysis, Commodity, Tactical Asset..., Stakeholder Management, Product Control, Small Business Lending, Strategic Planning, Program Management, Market Data, Securities Based Lending, Private Wealth..., Capital Markets, Trading Systems, Fixed Income, Derivatives, Portfolio Margining, Bank General Ledger &..., COBOL, Financial Services, FX Options, Mutual Funds, Project Management, Hedge Funds, Wealth Management, Financial Markets, Investment Banking, Bloomberg, Series 7, Securities Lending, Operational Risk..., Asset Management, Requirements Gathering, Electronic Trading, Securities, Equities, AML, Business Requirements, Portfolio Management, Structured Products, Relationship Management, Credit Risk, Investments, Wealth Management..., Series 63, PMO, FINRA
Education
Queens College 1982 — 1987
BA, Economics/Mathematics
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch (formerly Banc of America Investment Services, Inc.) October 2006 - March 2013
Patriot Financial Group, LLC June 2004 - September 2006
CP Ships, Ltd. August 2002 - December 2003
Thomas Financial Group March 2001 - August 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Series 7, Securities, Finance, Asset Allocation, Mutual Funds, Asset Management, Series 63, Series 65, Alternative Investments, Estate Planning, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planning
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
American College
College for Financial Planning® 2009 — 2009
CRPC® Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
BS
Saint Louis University-Madrid Campus 2000 — 2000
Study Abroad
Bank of America Merrill Lynch May 1991 - Present
Interact May 1989 - February 1991
Bell Labs 1987 - 1989
general dynamics 1984 - 1987
Skills
Interest Rate..., Fixed Income, Electronic Trading, Options, Market Data, Portfolio Management, Trading Systems, SDLC, Derivatives, Trading, Investment Banking, Business Analysis, Capital Markets, Middle Office, Sybase, C, Event Driven Programming, Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1987
MS, Software Engineering w/concentration in Artificial Intelligence
State University of New York at Albany 1980 — 1984
BS, Computer Science
C3i March 2014 - September 2014
Certain, Inc. July 2012 - June 2013
Bank of America Merrill Lynch 2007 - 2011
BFG Communications March 2006 - October 2007
Skills
Customer Service, Financial Services, Help Desk Support, Music Production, Microsoft Office, Windows, Project Management, IT Service Management, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Raritan Valley Community College 2000 — 2003
Associate of Arts (AA), Communication, General / Liberal Arts
Bank of America Merrill Lynch June 2015 - August 2015
Pacific Pension & Investment Institute (PPI) April 2015 - May 2015
CAZ Investments May 2014 - August 2014
Weatherford April 2013 - June 2014
Rice University August 2012 - May 2014
James A. Baker III Institute for Public Policy -- Rice University January 2013 - December 2013
School of Social Sciences, Rice University April 2013 - August 2013
Rice University September 2012 - May 2013
Rice University Economics Department June 2012 - January 2013
Bank of China May 2012 - June 2012
Skills
Matlab, Data Analysis, Mandarin, Research, Stata, Microsoft Office, Statistics, Microsoft Excel, R, Access, SAS, LaTeX, AMPL, Chinese, Cantonese, Photoshop, Databases, C++, Python, VBA
Education
Stanford University 2014 — 2016
Master's Degree, Computational and Mathematical Engineering, Computational and Mathematical Finance
Rice University 2011 — 2014
Bachelor of Arts (B.A.), Computational and Applied Mathematics, Economics, Magna Cum Laude, President's Honor Roll (2011, 2012, 2013, 2014)
Guangdong Experimental High School 2008 — 2011
High School
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Bank of America Merrill Lynch May 2012 - August 2012
Rensselaer Polytechnic Institute August 2009 - July 2010
Rensselaer Polytechnic Institute August 2008 - January 2010
Rensselaer Polytechnic Institute 2009 - 2010
Skills
Python, Programming, Data Analysis, Analysis, SQL, Management, Scripting, Testing, Software Development, VBA, Front Office Support, Bloomberg Terminal, Software Documentation, Emerging Markets, Fixed Income, Bonds, Credit, Business Relationship..., Product Development, Project Management, SDLC
Education
Rensselaer Polytechnic Institute 2005 — 2010
Bachelor of Science (BS), Computer & Systems Engineering
West Windsor Plainsboro High School South
Bank of America Merrill Lynch January 2015 - Present
Opinions, Ltd. October 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. August 2014 - December 2014
New York State Department of Labor August 2012 - July 2014
Rutgers Business School September 2011 - August 2012
TransitCenter, Inc. October 1994 - August 2010
Skills
Online Advertising, Marketing Strategy, Collateral, Salesforce.com, Account Management, Direct Marketing, B2B, Integrated Marketing, Marketing Communications, Marketing, Lead Generation, Business Development, Virtual Events, Social Media Marketing, Digital Marketing, Leadership, Public Relations, Sales, Management, Interview Preparation, Presentations, Problem Solving, Mentoring, Screening Resumes, Resume Writing, Unemployment, Training and Development, Forecasting, Program Management, Online Marketing, Budgets, Cold Calling, Advertising, Analysis, Analytics, B2B Marketing, Competitive Analysis, Cross-functional Team..., Customer Acquisition, Entrepreneurship, Event Planning, Facebook, Google Analytics, Market Planning, Marketing Management, Marketing Research, Mobile Marketing, Project Management, Project Planning, Proposal Writing
Education
York College - City University of New York 1989 — 1994
BA - Business Administration
Rutger's University
Candidate Master of Business Administration (M.B.A.) -
Ramapo College of New Jersey
Certificate of Coursework Completion
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch May 2010 - April 2014
Deutsche Bank May 2009 - August 2009
Citi Smith Barney February 2009 - April 2009
Deutsche Bank May 2008 - August 2008
Skills
Securities, Equities, Series 7, Series 63, Soft Dollars, Commission Management, Microsoft Excel, Client Service Oriented, Client Facing Skills, Time Management, Quality Driven, Relationship Management, Finance, Financial Markets, Trading Systems, Electronic Trading, Equity Trading, Loans, FINRA, Investments
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science, Business Administration
Bank of America Merrill Lynch June 2011 - Present
Bank of America February 2009 - June 2011
Bank of America February 2007 - March 2009
Bank of America January 1999 - February 2007
Bank of America May 1997 - January 1999
Skills
Six Sigma, Process Improvement, Risk Management, Training, Banking, Finance, Strategy, Financial Services, Portfolio Management, Business Analysis, Strategic Planning, Vendor Management
Education
Regis University 2000 — 2002
MBA
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA
Gorlick Financial Strategies 2011 - Present
University of Phoenix October 1994 - Present
Bank of America Merrill Lynch May 2007 - August 2011
AG Edwards November 2001 - May 2007
Skills
Risk Management, Retirement Planning, Simulation, Investments
Education
Rensselaer Polytechnic Institute 1966 — 1970
BS, Electrical Engineering
University of West Florida - College of Business
MBA
Bank of America Merrill Lynch 2006 - Present
Citizens Bank May 1999 - June 2006
Fleet Bank June 1993 - May 1999
Skills
Real Estate, Banking, Loans, Credit, Working Capital..., Finance, Commercial Lending, Credit Analysis, Cash Management, Commercial Banking, Wealth Management, Mortgage Lending, Financial Analysis, Small Business Lending, Portfolio Management, Loan Origination, Middle Market, Strategic Financial..., Treasury Management, Commercial Mortgages, Underwriting, Credit Risk, Asset Based Lending, Lines Of Credit, Consumer Lending, Financial Risk, Retail Banking, Investments
Education
University of Rhode Island - College of Business Administration 1996 — 1998
MBA, Finance, International Management
Rhode Island College 1986 — 1993
BS, Accounting
Wells Fargo August 2014 - Present
Wells Fargo November 2013 - August 2014
Bank of America Merrill Lynch May 1987 - May 2013
Skills
Commercial Banking, Banking, Credit, Portfolio Management, Commercial Lending, Loans, Treasury Management, Small Business Lending, Management, Consumer Lending, Manage Client..., Credit Analysis, Credit Risk, Underwriting, Loan Origination, Asset Based Lending, Capital Markets, Government, Treasury Services, Lines Of Credit, Commercial Mortgages, Retail Banking
Education
Association for Financial Professionals 2008 — 2017
CTP, Certified Treasury Professional
Ramapo College of New Jersey
B.S. Economics, B.S. Bus. Admin./Finance
Regions Financial Corporation October 2014 - Present
Bank of America Merrill Lynch September 2004 - October 2014
TEPPCO July 2002 - August 2004
Dynegy June 2001 - June 2002
Skills
Due Diligence, Financial Reporting, Financial Modeling, Credit Risk, Financial Structuring, Portfolio Management, Loans, Investment Banking, Loan Origination, Credit, Banking, Underwriting, Derivatives, Financial Risk, Finance, Treasury Management, Strategic Planning, Corporate Finance, Budgets, Financial Analysis, Investments, Capital Markets, Commercial Banking
Education
Texas A&M University - Mays Business School 1999 — 2001
Master's, Finance
Texas A&M University - Mays Business School 1996 — 1999
Bachelor's, Accounting
Richmond, The American International University in London 1998 — 1998
LyondellBasell August 2011 - Present
Bank of America Merrill Lynch February 2007 - August 2011
Lyondell Chemical Company June 2001 - February 2007
Skills
Financial Modeling, Valuation, Mergers, Finance, Financial Markets, Industrial Engineering, Investment Research, Corporate Finance, Financial Analysis, Process Engineering, Due Diligence, Energy, Mergers & Acquisitions, Strategic Planning, Strategy, Business Strategy, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, Business Administration
Rice University 1997 — 2001
B.A., Computational and Applied Mathematics
Rice University 1997 — 2001
B.S., Chemical Engineering
Jacobs Levy Equity Management April 2012 - Present
Bank of America Merrill Lynch January 2009 - March 2012
Merrill Lynch November 2007 - December 2008
American Home Mortgage 2006 - 2007
Citigroup December 2005 - November 2006
Palisades Research May 2005 - November 2005
Bank of China June 1998 - June 2000
Skills
SAS, Equities, Economics, Equity Research, Financial Modeling, SQL, VBA, CFA, Quantitative Finance
Education
University of Miami - School of Business
Doctor of Philosophy (Ph.D.), Economics
Renmin University of China
Master's Degree, Statistics
Renmin University of China
Bachelor, Statistics
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch October 2011 - February 2014
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Equities, 401k Rollovers, IRAs, Financial Services, Financial Analysis
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts (BA), Economics
Queensland University of Technology 2009 — 2009
Semester Abroad, Business/Managerial Economics
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch May 2013 - January 2015
Bank of America Merrill Lynch January 2011 - April 2013
Bank of America Merrill Lynch December 2009 - January 2011
Bank of America Merrill Lynch January 2009 - December 2009
Bank of America June 2005 - January 2009
Bank of America May 2004 - May 2005
Skills
Risk Management, Financial Services, Six Sigma, Java Enterprise Edition, Banking, Integration, Strategy, Architecture, Relationship Management, Leadership, Project Management, CRM, Requirements Gathering, Portfolio Management, Business Development, IT Strategy, Architectures, Vendor Management, Business Analysis
Education
Ramapo College of New Jersey 1989 — 1993
BA, Business Administration
Queens College August 2015 - Present
EY August 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders March 2015 - Present
EY May 2015 - August 2015
Bank of America Merrill Lynch March 2015 - March 2015
Baquero Dental Practice D.D.S March 2013 - August 2014
Notre Dame College June 2011 - June 2012
Skills
Public Speaking, Leadership, Teamwork, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Accounting, Social Media, Time Management, Customer Service, Financial Analysis, Events Coordination, Organizational..., Build Strong..., Spanish, Positive Employee..., Communication, Problem Solving, Flexible Approach
Education
Queens College 2013 — 2017
Bachelor of Arts (B.A.), Accounting, Sophomore
GarMark Partners May 2015 - Present
Headwaters MB July 2012 - April 2015
Bank of America Merrill Lynch May 2011 - July 2012
J.P. Morgan 2007 - 2010
Skills
Financial Modeling, Valuation, Mezzanine, Private Equity, M&A experience, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Capital IQ, Corporate Development, Business Valuation, Equities, Investments, Corporate Finance, Bloomberg, Hedge Funds, Venture Capital, Financial Analysis, Capital Markets
Education
The University of Connecticut 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 4.0/4.0 GPA
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Communications
HSBC Securities May 2014 - Present
Pluris Valuation Advisors LLC October 2013 - May 2014
Bank of America Merrill Lynch March 2012 - November 2012
Skills
Microsoft Excel, Corporate Finance, Mandarin, Portfolio Management, Derivatives, Investment Banking, Equity Research, Financial Modeling, Bloomberg Terminal, Valuation, Equities
Education
Vanderbilt University 2011 — 2013
Master's degree, Economics
Renmin University of China 2007 — 2011
Bachelor's degree, Economics
Bank of America Merrill Lynch 2015 - Present
U.S Army reserve June 2014 - September 2015
Schlumberger Oil Field Svcs 2014 - 2015
Skills
Customer Service, associate technician, production technician ..., team work, good communication, work longer hours
Education
Richland College 2013 — 2016
Associate of Science (A.S.), Accounting and Business/Management
university of nortth Texas 2012 — 2016
junior, suppy chain logistics management
Richland College
Associate of Science (A.S.), Accounting and Business/Management
Bank of America Merrill Lynch 2015 - Present
Chloe's Soft Serve Fruit Co. 2015 - Present
Pymetrics, Technology Start-Up 2014 - Present
Severino Center for Technological Entrepreneurship 2014 - Present
Phi Kappa Theta Fraternity 2013 - Present
Roebling Investment Fund 2012 - Present
Fitzedward Consulting Group (FBLA-PBL) 2012 - Present
McGraw Hill Financial, Standard & Poor's Ratings Services 2014 - 2015
Sponsors for Educational Opportunity 2014 - 2015
C.L. King & Associates 2014 - 2015
Skills
Microsoft Excel, Matlab, Leadership, Quantitative Finance, Investments, Financial Research, Market Research, Corporate Finance, Public Speaking, Econometrics, Time Management, PowerPoint, Microsoft Word, Editing, Financial Statement..., Valuation, Management Consulting, Accounting, Data Analysis, Teamwork, Risk Management, Cash Flow, Python, Bloomberg Terminal, Business Analysis, C++, JavaScript, Visual Basic, HTML, CSS, Maple, Stata, LaTeX, MySQL, Microsoft Access, Capital IQ, QuickBooks
Education
Rensselaer Polytechnic Institute
M.S. Quantitative Finance and Risk Analytics, Concentration: Quantitative Analysis
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Mathematics of Operations Research, Minors: Finance, and Management and Technology
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Economics, Minors: Finance, and Management and Technology
University Heights High School 2010 — 2012
4.0/4.0
Liceo de Loja 2009 — 2010
4.0/4.0
Bank of America Merrill Lynch June 2015 - August 2015
The Linde Group October 2012 - December 2013
Formtech Graphics January 2009 - September 2012
Education
Rider University
Bachelor of Arts, Liberal Studies with a Humanities Concentration
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch August 2012 - January 2015
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Office, Series 7, Microsoft Word, Salesforce.com, Series 24, ThomsonOne, Public Speaking, Customer Service, Risk Management, Series 66
Education
The College of New Jersey 2009 — 2012
Bachelor of Science (BS), Finance, General
Raritan Valley Community College 2008 — 2009
Business Administration and Management, General
Bank of America Merrill Lynch February 2014 - August 2015
American Mortgage Consultants, Inc. June 2013 - January 2014
Merrill Lynch March 2003 - July 2012
Qwest Communications January 2001 - September 2002
Skills
Business Analysis, SDLC, Functional Requirements, BRDs, User Documentation, Wireframes, Agile & Waterfall..., User Interface Design, Web Testing, Manual Testing, Functional Testing, Regression Testing, XML, HTML, XHTML, CSS, SnagIt, JIRA, ClearQuest, SharePoint, Financial Services, Non-Qualified Deferred..., Qualified Retirement...
Education
University of Denver
Advanced Certificate in Computer Programming
Regis University
Database Technologies (graduate studies)
University of Denver
Web Site Design and Development (graduate studies)
The University of Montana
Bachelor of Arts
Sapient Global Markets May 2013 - Present
The Structure Group January 2012 - May 2013
Opportune LLP November 2011 - December 2011
Bank of America Merrill Lynch December 2007 - October 2011
Merrill Lynch Commodities, Inc. June 2006 - December 2007
Merrill Lynch Commodities, Inc. January 2004 - June 2006
Merrill Lynch Commodities, Inc. (formerly Entergy-Koch Trading, LP & Entergy Power Marketing Corp.) February 2001 - January 2004
Merrill Lynch Commodties, Inc. (formerly Entergy-Koch Trading, LP & Entergy Power Marketing Corp.) June 1997 - February 2001
Entergy Power Marketing Company 1997 - 2001
Skills
Allegro System..., Power Trading, Natural Gas Trading, Commodity Markets, Power and Gas Scheduling, Power Asset Optimization, ETRM Implementation, Internal Controls, Business Process..., Commodity, ETRM, Trading, Gas, Risk Management, Strategy, Hedging, Natural Gas, Management, Project Management, Project Planning, MS Project, Visio, Energy, Electricity Markets, Endur, Energy Industry, Power Generation, Middle Office, Energy Markets, Portfolio Management, Proprietary Trading
Education
Tulane University - A.B. Freeman School of Business 2005 — 2006
Master's Degree, Business Administration with a concentration in Finance
Rice University 1990 — 1994
Bachelor's Degree, Business & Political Science
Bank of America Merrill Lynch May 2015 - Present
PolitickerNJ October 2013 - Present
Rider University August 2012 - May 2015
Swain Dental June 2008 - August 2012
Skills
Conflict Resolution, Resourceful..., International Relations, Politics, Policy, Research, Public Speaking, Microsoft Office, PowerPoint, Social Media, Mentoring, Editing, Time Management, Finance, Brokerage, Banking, Public Administration
Education
Rutgers University – Camden 2015 — 2017
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
Rider University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies and Political Science
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Data Analysis, Research, Economics, PowerPoint, Microsoft Excel, Financial Analysis, Political Science, Energy, Oil/Gas, Program Management, Public Relations, Analysis, Customer Service, Corporate Finance, Finance, Microsoft Office, Teamwork
Education
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
Century Midstream LLC August 2015 - Present
Petrie Partners LLC May 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Economics, Time Management, Microsoft Office, Public Speaking
Education
Rice University 2012 — 2015
Bachelor of Arts (BA), Economics
San Jacinto College 2011 — 2012
Associate of Arts (AA), Business Administration
Texas A&M University 2010 — 2011
Accounting and Finance
Mesirow Financial November 2010 - Present
Global Alpha Forum March 2007 - Present
Connecticut Hedge Fund Association 2004 - 2015
Bank of America Merrill Lynch September 2006 - November 2010
Arrow Partners April 2002 - April 2004
Goldman Sachs August 1997 - January 2002
MFS Investment Management March 1993 - August 1997
Trotta & Trotta January 1991 - February 1993
Skills
Asset Management, Alternative Investments, Investment Management, Institutional..., Hedge Funds, Fund Of Funds, Mutual Funds, Private Placements, Pension Funds, Capital Markets, Private Banking, Public Speaking, Organizational..., Customer Relations, Marketing Strategy, Retirement Planning, Series 7, Series 6, Series 63, Series 65, Series 31, Series 22
Education
Quinnipiac University School of Law 1989 — 1991
JD, Law
University of Miami 1983 — 1987
AB
GS1 US August 2012 - Present
Bank of America Merrill Lynch May 2011 - August 2011
National MS Society January 2011 - May 2011
Skills
Marketing, Event Planning, Public Relations, Email Marketing, Project Management, Market Research, Event Management, Project Coordination, User Experience, Facebook, GS1 Standards
Education
Ramapo College of New Jersey 2008 — 2012
BS, Marketing
Queens College February 2014 - Present
Bank of America Merrill Lynch September 2010 - November 2013
PNC Financial Services Group April 2010 - September 2010
Citi January 2006 - March 2010
AEA Investors LP May 2004 - December 2005
Rothschild May 2002 - May 2004
Credit Suisse First Boston May 1996 - December 2001
Skills
Talent Management, Strategy, Recruiting, Management, College Recruiting, Employee Relations, Human Resources, Interviews, Program Management, Leadership, Training, Coaching, Career Counseling, People Skills, Financial Services, Performance Management, Banking, Employer Branding, Resume Writing, Employee Training, Career Development, Leadership Development, Department Budgeting, Brand Management, Organizational Design, Public Speaking, Event Planning
Education
Baruch College, Zicklin School of Business 2014 — 2017
Master of Science (MS), Industrial Labor Relations
Queens College
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Queens University of Charlotte- McColl School of Business 2007 - July 2011
Merrill Lynch August 2010 - December 2010
Push America May 2009 - August 2009
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts, Business Administration, Spanish
COSI- Costa Rican Spanish Institute 2009 — 2009
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2013 - Present
Merrill Lynch June 2012 - April 2013
JPMorgan Chase January 2011 - June 2012
LA Fitness May 2010 - January 2011
Town of Smithtown: Department of Public Safety May 2008 - August 2009
MTV Networks 2009 - 2009
Washington Mutual June 2005 - January 2008
Skills
Series 7, Series 6, Series 66, Series 63, Licensed Life & Health..., NMLS Registered, Investments, Mutual Funds, Retirement Planning, Wealth Management, Fixed Income, Insurance, Equities, Investment Strategies, Life Insurance, Investment Advisory, Bonds, Retirement, 401k, IRAs, Certified Special Needs..., 401k Rollovers, Finance, Financial Services, Portfolio Management
Education
Quinnipiac University 2006 — 2010
Bachelor of Science, International Business
Bank of America Merrill Lynch June 2015 - Present
Skills
Software Development, SQL, Databases, Microsoft SQL Server, XML, C#, JavaScript, MySQL, Cisco Networking, ITIL, JUnit, Java, HTML, CSS, PHP, Unix, Microsoft Excel, xCAT, Bash
Education
Queens College 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Science
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Rensselaer Polytechnic Institute August 2013 - May 2014
Family Lives On Foundation May 2013 - August 2013
Skills
Python, PowerPoint, C++, C, Java, Data Analysis, JavaScript, Microsoft Office, Matlab, Microsoft Excel
Education
Rensselaer Polytechnic Institute 2012 — 2016
Computer Science
Downingtown West High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America June 2013 - August 2013
StudentCity September 2011 - July 2013
D'Ambrosio & D'Ambrosio Law Office September 2008 - August 2010
Skills
Risk Management, Financial Management..., Investment Planning, Compliance, Microsoft Excel, Financial Analysis, Research, Teamwork, Public Speaking
Education
Quinnipiac University 2010 — 2014
Bachelor of Science (B.S.), Finance
University of New South Wales 2012 — 2012
NBCUniversal, Inc. February 2015 - Present
NBCUniversal, Inc. December 2012 - February 2015
Bank of America Merrill Lynch 2011 - 2011
Savillex Corporation May 2010 - August 2010
Skills
Ice Hockey, Golf, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Epicor, QuickBooks, Sales, Social Media, Facebook, Pet First Aid
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Sacred Heart University 2008 — 2009
Elliott Management Corporation June 2014 - Present
Orion Resource Partners (USA) LP April 2014 - May 2014
Amphora May 2012 - February 2013
Societe Generale May 2011 - May 2012
Bank of America Merrill Lynch August 2010 - April 2011
Sempra Energy Trading August 2008 - August 2010
DC Trading May 2006 - July 2008
Ramapo College of New Jersey 2002 - 2006
Education
Ramapo College of New Jersey 2002 — 2006
Sardar Patel School
Bridgewater Wholesalers, Inc. May 2012 - Present
BNY Mellon January 2006 - November 2011
Constantin Control Associates June 2005 - January 2006
Bank of America Merrill Lynch April 1985 - December 2003
Skills
Management, PowerPoint, Leadership, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Raritan Valley Community College 1988 — 1990
Credits towards Associates degree, Accounting and Finance
Franklin HS, Somerset NJ 1981 — 1983
HS Diploma, Accounting, 10,11,12
Port Richmond HS, Staten Island NY 1980 — 1981
9
Bank of America Merrill Lynch January 2010 - Present
Caye Connect Ltd. November 2005 - June 2010
AboveNet April 2003 - July 2006
EquiLend January 2002 - July 2002
Labmorgan (JPMorganChase) January 2001 - January 2002
SiteSmith April 2000 - July 2001
PSINet October 1999 - April 2000
Skills
Electronic Trading, Data Center, Trading Systems, Low Latency Trading, Equities Technology, Low Latency, Infrastructure, Disaster Recovery, Performance Engineering, Networking, Network Architecture, Network Performance..., Vendor Management, Managed Services, Linux, IT Operations, Telecommunications, IT Strategy, Connectivity, Integration, High Availability, IT Service Management, Financial Services, Outsourcing, TCP/IP, SDLC, Market Data, WAN, Pre-sales, Strategy, Program Management, Strategic Partnerships, Servers, FIX, Resiliency
Education
Rensselaer Polytechnic Institute
BS, Information Systems
JP Morgan March 2011 - December 2011
Bank of America Merrill Lynch September 2009 - March 2011
JPMorgan June 2008 - September 2009
Bear Stearns April 2005 - June 2008
Merkle Direct Marketing November 2003 - April 2005
CNYRTA March 2001 - January 2003
Electronic Data Systems March 1999 - September 2000
Satyam Computer Services September 1997 - September 2000
Education
SUNY Polytechnic Institute 2001 — 2003
MS, Computer Science
National Institute of Technology 1993 — 1997
BS, Production Engineering
Ranchi University 1993 — 1997
BS, Production Engineering
University of Maryland College Park
Bank of America Merrill Lynch April 2007 - February 2012
Bank of America April 2007 - February 2012
JPMorgan Chase January 2003 - April 2007
Chase January 2003 - April 2007
JPMorgan 2003 - 2007
JP Morgan Chase 2002 - 2006
Accenture June 1989 - September 2002
Andersen Consulting June 1989 - September 1999
Skills
Reference Data, Team Leadership, Technology...
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Electrical Engineering
Globalpundits, Inc. 2014 - Present
Priority Sign Incorporated January 2014 - June 2014
Bank of America Merrill Lynch 2004 - 2013
Bank of America Merrill Lynch 2004 - 2013
Merrill Lynch 2000 - 2004
Broadview Networks 1999 - 2000
The Shubert Organization 1998 - 2000
First Chicago National Bank of Detroit- First Card 1996 - 1998
First Chicago National Bank of Detroit- First Card 1995 - 1996
First Chicago National Bank of Detroit- First Card 1995 - 1996
Skills
Vendor Management, Fixed Income, Relationship Management, Business Analysis, Process Improvement, SDLC, Portfolio Management, Risk Management, Active Directory, Banking, PMP, Team Building, Requirements Analysis, Customer Service, Management, Financial Services, Trading Systems, Disaster Recovery, Business Requirements, Business Development, Product Management, User Acceptance Testing, Software Documentation, Equities, Mergers & Acquisitions, Requirements Gathering, Data Center, Program Management, Servers, Unix, Project Management, Call Centers, Software Project..., Contractual Agreements, Third Party Vendor..., Breach Of Contract, Contract Negotiation, Vendor Contracts, Vendor Relations, Project Planning, Enterprise Software, Vendor Relationship...
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Business Management, Operations and Administration
Rensselaer Polytechnic Institute 1983 — 1985
Electrical Engineering
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch March 1998 - June 2009
The Princeton Review 1995 - 1998
Skills
Financial Services, Investments, Project Management, Marketing Communications, CRM, Wealth Management, Mutual Funds
Education
Rider University
Bank of America Merrill Lynch January 2011 - Present
Priszm Inc September 2007 - June 2010
Priszm Inc. May 2004 - September 2007
Priszm Inc January 2003 - May 2004
Priszm Inc April 2002 - January 2003
Deloitte & Touche (D&T) LLP January 1999 - April 2002
Rogers Cantel Inc January 1997 - January 1999
Rogers Communications Inc. June 1992 - February 1998
Skills
Employee Benefits, Total Rewards, Change Management, HRIS, Human Resources, Training, Leadership, Benefits Administration, Employee Relations, Succession Planning
Education
Seneca College 1991 — 1992
Post-Diploma Program, Human Resources Management
Queen's University 1987 — 1991
Bachelor of Arts (B.A.), Economics
WorldatWork
CCP, CBP, Compensation, Benefits
Bank of America Merrill Lynch April 2011 - Present
The Iridium Group December 2006 - April 2011
Bank of America September 1996 - July 2004
JP Morgan Chase January 1989 - September 1996
Education
Randolph-Macon Woman's College 1982 — 1986
Regions Securities LLC February 2015 - Present
Bank of America Merrill Lynch August 2012 - February 2015
Bank of America Merrill Lynch July 2011 - August 2012
Bank of America Merrill Lynch June 2009 - July 2011
Bank of America Merrill Lynch March 2008 - June 2009
Bank of America Merrill Lynch October 2005 - March 2008
Skills
Financial Modeling, Credit Analysis, Credit Risk, Fixed Income, Credit Derivatives, Financial Analysis, Banking, Portfolio Management, Commercial Banking, Derivatives, Capital Markets, Investment Banking, Bloomberg, Credit, Financial Risk, Risk Management
Education
Seton Hall University 2002 — 2004
MBA, Finance
Ramapo College of New Jersey 1998 — 2002
B.S., Mathematics
Bank of America Merrill Lynch June 2015 - Present
HB Capital Private Limited November 2013 - May 2015
Citigroup July 2010 - July 2014
Citigroup August 2009 - June 2010
Citigroup February 2008 - August 2009
Citigroup July 2006 - February 2008
Bank of Canada June 2005 - August 2005
Bank of Canada June 2004 - August 2004
First Ohio Credit Union June 2003 - August 2003
The Home Savings & Loan Company of Youngstown, OH June 2002 - August 2002
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Banking, Capital Markets, Corporate Finance, Equities, Asset Management, Due Diligence, Investments, Economics, Finance, IPO, Start-ups, Financial Structuring, Equity Capital Markets, Financial Institutions, Financial Modeling, Credit, Fixed Income, M&A experience, Risk Management, Structured Finance
Education
University of Oxford 2004 — 2006
MPhil, Economics
Queen's University 2000 — 2004
BA(Hons.), Economics, top 1% in Faculty
Findlay High School 1996 — 2000
Upper Canada College 1993 — 1996
Bank of America Merrill Lynch September 2005 - Present
Education
Quinnipiac University - School of Business 2000 — 2004
Cranbury Township School Dist July 2015 - Present
Hainesport Township School District August 2013 - June 2015
Nomura Securities International, Inc. April 2013 - August 2013
Nomura Securities International, Inc. April 2011 - March 2013
Bank of America Merrill Lynch January 2010 - April 2011
Banc of America Securities LLC July 2008 - December 2009
Rider University May 2007 - July 2008
New Jersey State Police June 2003 - May 2006
Education
Rider University 2007 — 2009
Master of Business Administration, Management
Rider University 2003 — 2007
Bachelor of Science in Business Administration, Computer Information Systems, Management & Leadership
Bank of America Merrill Lynch October 2010 - Present
Skills
Equities, Electronic Trading, Trading Systems, Options, Risk Management, Market Data, Derivatives, Capital Markets, Investment Banking, Business Analysis, Equity Trading, Fixed Income, Trading, Equity Derivatives, Financial Services
Education
Queen's University Belfast 1980 — 1985
1st class BSc (Hons), Computer Science
SUN PHARMA August 2014 - Present
Young Professionals in Healthcare (YPH) July 2013 - Present
Bristol-Myers Squibb January 2013 - July 2013
Rutgers Business School January 2009 - May 2013
Bank of America Merrill Lynch 2009 - 2011
PendoTech 2007 - 2009
Merrill Lynch 2006 - 2009
Princeton Economics Group 1999 - 2002
Skills
Market Research, Web Design, Graphic Design, Motion Graphics, Project Management, Marketing Communications, Marketing, Presentation Development, Adobe Creative Suite, Microsoft Excel, Online Advertising, Advertising, Digital Marketing, Marketing Strategy, PowerPoint, Competitive Analysis, Marketing Research, Brand Management, Brand Development, Integrated Marketing, Product Launch, Pharmaceutical Industry, Strategic Planning, Analytics, Market Analysis, Email Marketing, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Master of Business Administration (MBA), Pharmaceutical Management and Marketing, 3.77
Rider University 1996 — 2001
Bachelor of Arts (BA), Communications and Business Management, 3.97
Bank of America - Merrill Lynch April 1999 - Present
Education
Rhode Island College 1996 — 1999
General Management
Bank of America Merrill Lynch 2010 - Present
Wells Fargo Advisors, LLC 2004 - 2010
A.G. Edwards & Sons, Inc. 2004 - 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA, Finance
Queen's University 1999 — 2003
BAH, Economics
BNY Mellon July 2012 - Present
Bank of America Merrill Lynch May 2010 - September 2011
Rabobank - NYC July 2008 - May 2010
Bank of Montreal July 2007 - May 2008
Barclays Capital September 2006 - July 2007
Bank of Montreal September 2002 - August 2006
Bank of Montreal August 2000 - July 2005
Bank of Montreal March 1999 - February 2001
CIBC World Markets January 1996 - January 1997
CIBC World Markets January 1995 - January 1996
Skills
Trading, Derivatives, Fixed Income, Options, FX, Portfolio Management, Equities, Credit, Risk, Hedge Funds, Funding, Mortgage, Risk Management, Prime Brokerage, Clearing, Commodities, Energy Trading, Energy, MBS, Emerging Markets, Latin America, Futures, Managed Futures, Metals, Counterparty Risk, Margin, Collateral Management, Market Risk, Swaps, VAR, Equity Derivatives, Volatility, Rates, Hedging, Capital Markets, Product Control, Interest Rate Risk..., Stress Testing, Interest Rate..., Bonds, Currency, Valuation, Securities Lending, Electronic Trading, Risk Modeling, Financial Modeling, Enterprise Risk..., Exotic Derivatives, Arbitrage, Economic Capital
Education
CFA 1990 — 1993
B, Comm, Finance and Accounting
Queen's University 1985 — 1989
B.Comm, Finance
Protiviti September 2015 - Present
Bank of America July 2013 - September 2015
Bank of America November 2011 - July 2013
Bank of America Merrill Lynch January 2010 - October 2011
Bank of America July 2008 - January 2010
Bank of America September 2006 - July 2008
Bank of America February 2006 - August 2006
Skills
Management, Risk Management, Vendor Management, Analytics, Program Management, Process Improvement, Project Management, Budgets, Forecasting, Financial Analysis, Business Strategy, Business Management, Capacity Planning, Consulting, Corporate Communications, Data Analysis, Operations Management, Operational Risk..., Management reporting, Business Planning, Staffing Analysis, Staffing Plans, Strategic Financial..., Financial Reporting, Executive Reporting, Reporting & Analysis, Financial Modeling, Regression Models, Governance, Banking, Team Building, Portfolio Management, Business Process..., Financial Services, Relationship Management, Finance, Business Analysis, Strategy, Leadership, Analysis, Strategic Planning, Financial Risk, Microsoft Excel, Excel Models
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte 2003 — 2005
BSBA, Marketing
Queen's University 2000 — 2002
Electrical Engineering
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
BMO Capital Markets December 2012 - Present
BMO Capital Markets March 2010 - December 2012
Bank of America Merrill Lynch February 2009 - March 2010
Merrill Lynch Canada May 2006 - February 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg
Education
University of Toronto - Rotman School of Management 2005 — 2006
MFE, Financial Economics
Queen's University 2004 — 2005
B.A., Economics
Queen's University 2000 — 2004
B.Sc.H., Mathematics and Statistics
Bank of America Merrill Lynch June 2014 - Present
Bank of America August 2010 - May 2014
Wells Fargo January 2010 - August 2010
Wachovia, a Wells Fargo Company January 1997 - 2009
Skills
Certified Anti-Money..., AML, Anti Money Laundering, Banking, Commercial Banking, Financial Risk, Operational Risk, KYC, Policy, Risk Management
Education
Radford University 1992 — 1996
B.A., Political Science
U.S. Trust July 2015 - Present
U.S. Trust June 2013 - July 2015
Bank of America Merrill Lynch June 2010 - May 2013
Skills
Valuation, Corporate Finance, Wealth Management
Education
Quinnipiac University - School of Business 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch May 2010 - Present
JPMorgan Chase March 2008 - June 2009
Bear Stearns June 1991 - June 2008
Citicorp Mortgage 1987 - 1988
Citicorp Mortgage 1987 - 1988
Credit Suisse First Boston 1985 - 1988
First Boston Captial Group 1985 - 1988
Skills
Strategy, Finance, Securities, Fixed Income, Loans, Risk Management, Securitization, Management, MBS, Mortgage Lending, Capital Markets, Hedge Funds
Education
Ramapo College of New Jersey 1983 — 1985
Bank of America Merrill Lynch July 2010 - Present
Pershing December 2006 - July 2010
Pershing December 2006 - July 2010
Sungard Brass January 2005 - December 2006
i-Deal, LLC January 2001 - December 2005
American Express January 2000 - January 2001
Skills
Trading Systems, Business Analysis, Requirements Analysis, Capital Markets, Series 7, Series 63, Project Management, MS Project, Risk Management, Process Improvement, Electronic Trading, Fixed Income, Trading, Financial Services, Integration, Securities, Prime Brokerage, Market Data, Equities, Options, Middle Office
Education
Quinnipiac University 1995 — 1999
Bachelors Degree, History
Burlington Stores, Inc. June 2015 - August 2015
Bank of America Merrill Lynch August 2013 - May 2014
Bank of America Merrill Lynch June 2010 - July 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Investment Banking, Corporate Finance, Data Analysis, Portfolio Management, Analysis, Capital Markets, Fashion, Quantitative Analytics, Microsoft Office, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Rice University 2006 — 2010
Bachelor's, Mathematical Economic Analysis, Managerial Studies
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch January 2011 - December 2014
Merrill Lynch July 2008 - January 2011
Tata Consultancy Services December 2005 - July 2006
Skills
TIBCO, Requirements Analysis, SDLC, Business Analysis, Oracle, TIBCO iProcess, Analysis, SOA, Testing, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Chicago 2006 — 2008
MIS, Information Sciences
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BEng), Information Technology
Jawahar Lal Nehru School ,Bhopal 1989 — 2001
Bank of America Merrill Lynch February 2006 - June 2015
Expeditors April 2001 - February 2005
Skills
Training, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Sales, Leadership
Education
Reading Area Community College
Bank of America Merrill Lynch September 1994 - Present
Education
Chubb Institute 1982 — 1982
Quinnipiac University - School of Business 1971 — 1975
Bachelor of Science (BS), Economics
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt International Students' Association September 2013 - May 2015
Avondale Partners February 2015 - April 2015
UBS Investment Bank June 2014 - August 2014
UBS Investment Bank July 2013 - August 2013
Rinehart Capital Partners LLC January 2013 - May 2013
Rocket Internet GmbH February 2012 - April 2012
World Leadership Conference 2011 May 2010 - July 2011
Skills
R, Financial Modeling, Statistics, Stata, Economics, Equity Research
Education
Raffles Junior College 2010 — 2012
Vanderbilt University
Bachelor of Science (BSc), Computer Science, Mathematics & Financial Economics
East West Bank July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Bank of America Merrill Lynch March 2008 - July 2012
Bank of America November 2006 - March 2008
Bank of America June 2004 - November 2006
Skills
Credit Risk, Portfolio Management, Corporate Finance, Business Acquisition..., Global Cash Management, Cross-functional Team..., Cash Management, Commercial Lending, Middle Market, Credit Analysis, Banking, Commercial Banking, Credit, Loans, Risk Management, Management, Financial Analysis, Financial Modeling, Finance
Education
The University of Texas at Arlington 1999 — 2004
Bachelor Science
Richmond, The American International University in London
ToutApp, Inc. September 2015 - Present
kechPhrase May 2010 - Present
Bank of America Merrill Lynch June 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
Google June 2012 - August 2012
Rice University August 2010 - August 2011
NCAA January 2011 - May 2011
Education
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.)
Rice University 2009 — 2011
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch May 2003 - August 2015
Bank of America Merrill Lynch May 2003 - November 2012
Cook County 1997 - 2002
Skills
Finance, Liquidity, Financial Analysis, Financial Services, Financial Modeling, Treasury Management, Credit Analysis, Treasury Services, Cash Management, Commercial Banking, Commercial Lending, Fixed Income, Banking, Investments, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Restaurant Management/Business
Bank of America Merrill Lynch June 2007 - September 2013
Babson Capital Management June 2005 - May 2007
Bank of America May 2004 - June 2005
Bank of America June 2002 - May 2004
Bank of America May 2001 - June 2002
Skills
Banking, Capital Markets, Loans, Finance, Credit, Investments, Financial Services, Derivatives, Trading, Portfolio Management, Valuation, Analysis, Fixed Income
Education
Queens University of Charlotte 2007 — 2010
Master of Business Administration, Finance Concentration
University of Pittsburgh 1996 — 2000
Bachelor of Science, Business Management
Anadarko Petroleum May 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Jefferies & Company June 2011 - August 2011
University of Texas May 2010 - August 2010
Skills
Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, PowerPoint
Education
Rice University 2008 — 2013
Bachelor of Arts, Economics, Psychology, Business Minor
Exhale Cigars 2012 - Present
Bank of America Merrill Lynch 1983 - November 2011
Cantor Fitzgerald June 1981 - August 1983
Skills
Fixed Income, Management, Securities, Leadership, Trading Systems, Mergers & Acquisitions, Equities, Capital Markets, Electronic Trading, Financial Services, Portfolio Management, Business Analysis, SDLC, Investment Banking, Banking, Options, Investments, Trading, Bonds, Back Office, Mutual Funds, Risk Management, Vendor Management, Financial Risk, Hedge Funds, Equity Derivatives, Market Data, Financial Markets, Alternative Investments, FX Options, Wealth Management, Series 7, Prime Brokerage, Structured Products, Asset Managment, Derivatives, Asset Management, IT Strategy, Program Management, Project Management, Requirements Analysis, Small Business
Education
City University of New York-Queens College
Computer Science
Bishop Reilly High School 1970 — 1974
Bank of America Merrill Lynch 2008 - Present
Education
Queens College 1993 — 1997
BA, Psyhcology
Bank of America Merrill Lynch July 2014 - Present
Rice University January 2013 - Present
Bank of America Merrill Lynch June 2013 - July 2014
Baylor College of Medicine May 2012 - August 2012
Skills
PowerPoint, Word, Excel, Organizational..., Technical Writing, Outlook, R, Python, Matlab
Education
Rice University 2013 — 2014
Master's Degree, Statistics
Rice University 2010 — 2013
Bachelor's Degree, Mathematical Economic Analysis
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 2006 - January 2009
Skills
Japan, Trading Strategies, International Economics, Quantitative Finance, FX trading, Cello, Microsoft Excel
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Computer Science
University of Tsukuba 2003 — 2004
Exchange Student, Computer Science, Japanese
NYS Office of Information Technology Services August 2014 - Present
Bank of America Merrill Lynch January 1996 - Present
Merrill Lynch 1991 - 1995
GE 1987 - 1989
Skills
SDLC, Software Development, IT Strategy, Requirements Analysis, IT Management, Business Analysis, Enterprise Architecture, Visio, Software Project..., SQL, Vendor Management, Integration, Disaster Recovery, Process Improvement, Data Warehousing, Project Management, Requirements Gathering, Program Management
Education
Rensselaer Polytechnic Institute 2001 — 2004
MS, MIS
SUNY Albany 1989 — 1991
BS, Mathematics
Fifth Third Bank June 2015 - Present
Bank of America Merrill Lynch January 2009 - May 2015
Bank of America January 2005 - December 2008
Bank of America February 2000 - December 2004
Skills
Financial Risk, Portfolio Management, Capital Markets, Leadership, Management
Education
Queen's University 1990 — 1992
MBA, Finance
University of Saskatchewan
BSA