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.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch June 2014 - Present
BANK OF AMERICA/ MERRILL LYNCH November 2010 - May 2014
Skills
Investments, Project Management, Banking, Series 7, Financial Analysis, Microsoft Excel, Customer Service, Strategic Planning, Sales, Management, Risk Management, Finance, Financial Services, Equities, Microsoft Office, Outlook, Microsoft Word, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Pharmaceutical Marketing and Management
The George Washington University 2004 — 2007
Bachelor of Arts degree, International Affairs and Business Administration
Bank of America Merrill Lynch May 2015 - Present
Deutsche Bank July 2014 - May 2015
RBC Capital Markets June 2013 - June 2014
RBC Capital Markets October 2011 - June 2013
Regional Business Assistance Corporation September 2010 - February 2011
Skills
Equities, Investment Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Credit Derivatives, Equity Derivatives, FX Options, Middle Office, Swaps, Bonds, Asset Management, Prime Brokerage, Bloomberg Terminal, Options
Education
Rowan University 2006 — 2010
Bachelor of Science, Accounting
Bank of America Merrill Lynch September 2015 - Present
JPMorgan Chase Bank, N.A. March 2014 - September 2015
J.P. Morgan Chase Bank, N.A. March 2012 - April 2014
Education
Roosevelt University 2008 — 2010
Bachelor of Arts, Political Science
Harold Washington College 2003 — 2005
Associates of Arts, Liberal Arts
Goldman Sachs March 2015 - Present
Bank of America Merrill Lynch June 2012 - March 2015
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch May 2005 - Present
Education
Rutgers Graduate School of Management 1994 — 2001
MBA
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BA
The George Washington University 2010 — 2010
Masters Certificate - Project Management
Bank of America Merrill Lynch June 2015 - Present
Crummer Graduate School of Business at Rollins College October 2014 - August 2015
Keller Williams Consultants Realty 2013 - May 2015
Rollins College August 2010 - May 2015
Universal Orlando Resort May 2014 - December 2014
The First Movers, Inc. November 2013 - November 2014
Convention News Television, LLC November 2013 - December 2013
The First Movers, Inc. August 2012 - November 2013
Rollins College August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Facebook, Social Media, Photoshop, PowerPoint, Social Networking, Microsoft Office, Social Media Marketing, Public Relations, Advertising, Event Planning, Real Estate, Marketing, Premiere, After Effects, Management, Leadership, Film Production, Writing, Public Speaking, Team Management, Blogging, Nonprofits, Editing, Photography, Research, Market Research, Fundraising
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Concentration in Marketing
Rollins College 2010 — 2014
Bachelor of Arts (BA), Critical Media and Cultural Studies, 3.98
University of London 2012 — 2012
Semester Abroad at the University of London's Queen Mary Campus
Merrill Lynch November 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch August 2011 - February 2013
Bank of America Merrill Lynch September 2009 - August 2011
Emerald Financial Resources (MassMutual) January 2008 - September 2009
Wenner Media (US Weekly) June 2007 - August 2007
Skills
Finance, Outlook, Customer Service, Microsoft Word, Salesforce.com, Securities, Financial Services, Series 7, Wealth Management, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Recruiting, Management
Education
Rutgers Business School 2004 — 2008
BS, Marketing
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.), Marketing
Bank of America - Merrill Lynch February 2010 - Present
Hilliard Lyons September 2007 - October 2009
Hilliard Lyons August 2007 - October 2008
Skills
401k, Asset Allocation, Banking, Business Development, CRM, Customer Retention, Employee Benefits, Equities, Finance, Health Insurance, Investments, Leadership, Insurance, Series 7
Education
Roanoke College 2003 — 2007
B.A., Economics, Finance
The Centurion Group, LLC July 2010 - Present
Bank of America Merrill Lynch May 2000 - February 2010
Skills
Mutual Funds, Wealth Management, 401k, Series 7, Retirement, Alternative Investments, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Investment Advisory, Pensions, Investments, Portfolio Management, Relationship Management, Retirement Planning, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bank of America-Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch 2010 - October 2012
Merrill Lynch 2005 - 2010
Wegmans Food Markets 2000 - 2005
Skills
Trading Systems, Trading, Derivatives, Electronic Trading, Equities, FX Options, Fixed Income, Options, Capital Markets, FX trading, FX Derivatives, Foreign Exchange, Precious Metals
Education
Rowan University 1999 — 2003
BS, Business- MIS
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch June 2012 - December 2013
Bank of America Merrill Lynch October 2009 - June 2012
Citigroup January 2007 - October 2009
Seizert Capital Partners 2005 - 2007
Loomis, Sayles & Company 2001 - 2005
Skills
Portfolio Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Investments, Asset Management, Asset Allocation, Asset Managment, Trading, Capital Markets, Investor Relations, Series 7, Investment Strategies, Bloomberg, Emerging Markets
Education
Roanoke College 1997 — 2000
Bachelor of Science (BS), Finance, General
Enterprise Intergration August 2013 - Present
Jacksonville Urban League April 2012 - July 2013
Jacksonville Urban League April 2012 - 2013
North Florida OB/GYN June 2011 - March 2012
Darifair Foods February 2008 - May 2011
Merrill Lynch August 1998 - May 2007
Bank of America Merrill Lynch 2000 - 2007
Datacom Computer Services January 1996 - July 1998
Human Touch Technologies July 1994 - November 1996
American Express Centurion Service Corp August 1991 - July 1994
Skills
Citrix, Network Administration, Microsoft SQL Server, Security, Active Directory, Windows Server, SharePoint, Servers, Firewalls, Hardware, Data Center, IT Service Management, System Deployment, Networking, Access, Infrastructure, Windows 7, Technical Support, Operating Systems, Microsoft Exchange, XP, System Administration, Databases, Information Technology, Disaster Recovery, Employee Training, Coaching, Team Building, Research, Web Development, IT Management, Software Installation, Virtualization, Software Development, VMware, Network Security, IIS, Blackberry Enterprise..., SAN, WAN
Education
Rochester Institute of Technology 2004 — 2011
Associates Degree, Applied Arts and Science; E business management and technical writing
Rochester Institute of Technology
BS, E-Business Management
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, HTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Bachelor of Science (BS), Finance, General
Rider University 2009 — 2011
Actuarial Science and Finance
E*TRADE Financial July 2010 - July 2015
Bank of America Merrill Lynch November 2007 - July 2010
JPMorgan Chase & Co June 2006 - November 2007
INROADS 2003 - 2006
JPMorgan Chase & Co June 2005 - August 2005
JPMorgan Chase & Co June 2004 - August 2004
Skills
Portfolio Management, Banking, Executive Management, Reconciliation, Investment Banking
Education
Syracuse University 2001 — 2006
B.S; B.S, Finance; Information Management & Technology
Randolph
Randolph
Rutgers Business School
Bank of America Merrill Lynch January 2015 - Present
Victorias Secret Stores January 2012 - January 2015
Merrill Lynch December 2007 - August 2009
Gap Inc./Gap January 2006 - December 2007
Ann Taylor August 2003 - January 2006
Skills
Retail, Customer Service, Sales, Visual Merchandising, Retail Sales, Fashion, Store Operations, Merchandising, Profit, Driving Results, Store Management, Loss Prevention, Management, Hiring, Inventory Management, New Store Openings
Education
Rider University 2003 — 2006
Finance, Accounting, Finance, Global Business, French
UBS September 2015 - Present
Bank of America Merrill Lynch December 2014 - August 2015
Samsung Electronics America July 2014 - July 2014
Diesel September 2013 - November 2013
Woodbridge Township Municipal Court September 2012 - December 2012
Pretzel Time September 2007 - August 2010
B B Big Food Mart December 2006 - August 2007
Skills
Microsoft Office, Access, Microsoft Excel, Microsoft Word, PowerPoint, Highly Ambitious, Analytical Skills, Leadership, Management Skills, Communication, Social Networking, Windows, Sales, Finance, Account Reconciliation, Human Resources, Time Management, Accounts Payable, Research, Teamwork, Management
Education
Rutgers Business School 2012 — 2014
Bachelor of Science, Finance with a Concentration in Management Information Systems
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Solvay May 2013 - June 2014
3rd Fed Bank December 2011 - May 2013
Victoria's Secret October 2012 - February 2013
The Exchange January 2008 - September 2010
Six Flags 2005 - 2007
Skills
Finance, Teamwork, Management, Microsoft Excel, Auditing, PowerPoint, SAP, Microsoft Word, Financial Analysis, Banking, Sales, Analysis, Corporate Finance, Accounting, Access, Microsoft Office, Budgets, Team Leadership, Process Improvement, Risk Management, Forecasting, SaaS, Time Management, Financial Reporting, Outlook, Customer Service, Data Analysis, Sales Management, Series 7
Education
Rider University 2009 — 2014
Bachelor's Degree, Finance & International Business, Senior
Pemberton Township H.S. 2005 — 2009
US Trust April 2011 - Present
Bank of America Merrill Lynch July 2009 - April 2011
Bank of America August 2006 - July 2009
Bank of America February 1999 - August 2006
Fleet Financial Group May 1996 - 2000
JWU 1990 - 1994
JWU 1990 - 1994
JWU 1990 - 1994
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Alternative Investments, Mutual Funds, Series 7, Fixed Income, Strategic Financial..., Banking, Retirement Planning, Estate Planning
Education
Roger Williams University School of Law 1993 — 1997
Juris Doctorate, Law
The Ohio State University 1988 — 1990
Masters, Organizational Communication
Stonehill College 1984 — 1988
Bachelor of Arts, Comunication and Psychology, Cum Laude graduate
Bishop Connolly
Drake Investment Options, RIA May 2011 - Present
Oppenheimer & Co. June 2009 - May 2011
Bank of America Merrill Lynch June 2007 - May 2009
Skills
Series 7, Investments, Finance, Mutual Funds, Asset Allocation, Financial Analysis, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Options, Strategic Financial..., Investment Advisory, Equities, Securities
Education
Rockhurst University 1999 — 2003
john f. kennedy
Merrill Edge November 2014 - Present
Merrill Edge March 2013 - November 2014
Bank of America Merrill Lynch December 2011 - March 2013
Tween Brands: Justice November 2011 - February 2012
B&B Department Store May 2007 - December 2011
Aeropostale October 2009 - May 2011
Aflac May 2010 - August 2010
Skills
Customer Service, Sales, Analysis, Recruiting, Human Resources, Retail, Banking, Call Centers, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Time Management, Leadership, Training, Social Networking
Education
Rider University 2007 — 2011
Bachelor of Science, Human Resources Management
Hertz January 2014 - Present
Avaya October 2013 - January 2014
Avaya March 2013 - January 2014
Bank of America Merrill Lynch May 2011 - August 2012
Bank of America Merrill Lynch May 2010 - May 2011
Bank of America Merrill Lynch June 2009 - May 2010
Merrill Lynch July 2008 - June 2009
Skills
Strategy, Loan Origination, Project Management, Bloomberg Terminal, Financial Planners, Financial Analysis, Leadership, Due Diligence, Pricing, Management, Talent Acquisition, Talent Management, Global Talent..., Human Resources, Human Capital, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Master of Business Administration (MBA)
The College of New Jersey
Bachelor, Finance
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch Wealth Management May 2010 - Present
BANK OF AMERICA MERRILL LYNCH July 2008 - May 2010
Merrill Lynch Insurance Group May 2004 - July 2008
RCN February 1997 - March 2004
Medical Inter-Insurance Exchange August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE May 1994 - August 1995
TRELLIS CONSULTING, INC. April 1992 - May 1994
Education
Rider University
Bachelor of Science, Accounting
Bank of America Merrill Lynch 2011 - Present
Macy's March 2002 - April 2011
Skills
Instructional Design, Instructor-led Training, Captivate, SharePoint, Needs Analysis, Storyboarding, Project Management, Microsoft Office, Management, Adobe eLearning Suite, Toolbook, Sound Forge, Blogging, Premiere, Time Management, RoboHelp, InDesign
Education
University of Central Florida 1995 — 1997
Master of Arts (M.A.), Instructional Systems
Rollins College 1990 — 1994
Bachelor of Arts (BA), Psychology
Bank of America Merrill Lynch March 2000 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Bank of America Merrill Lynch November 2010 - June 2013
Lehman Brothers February 1998 - February 2000
Skills
PMP, Six Sigma, Trading Systems, Equities, Fixed Income, Electronic Trading, Capital Markets, Investment Banking, Market Data, SDLC, Portfolio Management, PMO set-up
Education
Rider University 2008 — 2012
BSBA, Business Management and Leadership
Bopt Inc. DBA WOWindows May 2005 - Present
Bopt Inc. DBA WOWindows May 2003 - Present
Bank of America Merrill Lynch May 2004 - April 2010
JP Morgan 1995 - January 2003
Coopers & Lybrand 1988 - 1995
R.J. Martin Company 1980 - 1987
Airco Welding Products May 1980 - August 1980
The Courier News July 1976 - August 1977
Skills
Marketing, Sales, Merchandising, Packaging, Communication Consulting, Internal Communications, Strategic Planning, Corporate Communications, Marketing Communications, Marketing Strategy, Product Development, Relationship Management, Coaching, Team Building, Investor Relations, Social Media, Strategy, Change Management, Strategic Communications, Public Speaking
Education
Rutgers Center for Management Development 2003 — 2003
Mini-MBA Certificate
Rochester Institute of Technology 1977 — 1981
BFA
Bank of America Merrill Lynch April 2015 - Present
Monmouth Rehab Professionals May 2012 - August 2013
Rutgers University 2010 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Microsoft Word, PowerPoint, Strategic Planning, Sales, Public Speaking
Education
Rider University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 2009 — 2013
Bachelor's degree, Kinesiology and Exercise Science
Bank of America Merrill Lynch September 2015 - Present
Insmed December 2013 - September 2015
Insmed, Inc. 2014 - 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Financial Analysis, Customer Service, Financial Reporting, Research, English, Time Management, Public Speaking, Windows, Social Media, Social Networking
Education
Rider University 2010 — 2014
Accounting and Finance
Rider University 2010 — 2014
Bank of America Merrill Lynch May 2015 - Present
Victoria's Secret May 2013 - Present
TD Pharmacy Returns June 2007 - Present
Philadelphia Inquirer May 2012 - August 2012
The Noerr Programs November 2011 - December 2011
Skills
Customer Service, Organizational..., Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Social Media, Leadership, Facebook, Marketing, Event Planning
Education
Rider University 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Human Resource Management. Minor in American Studies
Conwell-Egan Catholic High School 2007 — 2011
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2008 - June 2013
Bank of America Merrill Lynch October 2006 - April 2008
Bank of America Merrill Lynch December 2003 - October 2006
Wachovia, A Wells Fargo Company September 2002 - December 2003
VisualPlex May 2001 - September 2002
Xerox May 1986 - May 2001
Central Intelligence Agency May 1985 - May 1986
Skills
Product Management, Portfolio Management, Treasury Management, Operations Management, Governance, Problem Solving, Planning, Product Development, Program Management, Cross-functional Team..., Strategic Planning, Executive Management, Project Portfolio..., Business Strategy, Business Case, P&L, Benchmarking, Change Management, Competitive Analysis, Team Leadership, Process Engineering, Business Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance, Marketing, eCommerce
Rochester Institute of Technology
BSEE, Digital Control Systems, Power Distribution
Bank of America Merrill Lynch February 2011 - Present
Princeton Information August 2009 - April 2011
Equity Plan Solutions January 2009 - March 2009
Merrill Lynch June 2006 - January 2009
Merrill Lynch June 2005 - June 2006
Merrill Lynch March 2004 - June 2005
American Express Financial Advisors December 2003 - February 2004
Skills
Testing, Business Analysis, Management, Training, Six Sigma, Analysis, Business Requirements, SDLC, Call Centers, Vendor Management, Process Improvement, Project Management, Requirements Gathering, Quality Assurance, Software Documentation, Financial Services, Program Management, Requirements Analysis, Risk Management
Education
Rider University 2008 — 2010
MBA, Marketing
The College of New Jersey
Bachelor, Science; Marketing
IPAG College
Rider University
MBA, Marketing
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Modern Survey September 2015 - Present
JKM Advisory Pte Ltd August 2013 - Present
YuuZoo Corporation January 2014 - October 2014
Olivia Mia May 2012 - August 2013
Vieleve November 2011 - May 2012
Bank of America Merrill Lynch July 2008 - July 2011
Merrill Lynch April 2006 - June 2008
RBS Markets & International Banking August 2004 - April 2006
Skills
E-commerce, International Business, Fashion, Start-ups, Emerging Markets, Private Equity, Entrepreneurship, Business Strategy, Trading, Luxury Goods, Corporate Finance, Investment Banking, Investments, Valuation, Asset Management, Wholesale, Mergers & Acquisitions, Portfolio Management, Restructuring, Financial Modeling, Social Media, Social Media Marketing, Mobile Games, Electronic Payments, Mobile Devices, Digital Marketing, Management, Sales, Strategic Partnerships, Marketing, Business Development, E-Commerce
Education
Royal Holloway, University of London
Bachelor of Science (BSc), Economics
American Embassy School, New Delhi
Deutsche Schule, Neu Delhi
Morgan Stanley April 2014 - September 2015
NewGate Capital Partners July 2013 - April 2014
BDG International August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - July 2012
AB Floors & Restoration, Inc. June 2007 - August 2009
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch January 2015 - Present
NASDAQ April 2014 - January 2015
Bank of America Merrill Lynch July 2011 - April 2014
Paul Huzarski March 2007 - July 2011
Bloomberg May 2010 - August 2010
IEEE 2006 - 2007
The Bank of New York 2005 - 2006
Skills
Financial Modeling, VBA, Options, Bloomberg Terminal, Credit Risk, Financial Risk, Trading, Matlab, R, Fixed Income, Java, C++, SAS, Microsoft Office, Microsoft Excel, Market Risk, Mathematica, Excel, Credit Risk Modeling, Cluster Analysis, LaTeX, Python, SQL, Visual Studio, Monte Carlo Simulation, HTML, Gauss, Microsoft Visual Studio..., SQL Server 2008, Linux, Stochastic Calculus, Econometric Modeling, Energy, Quantitative Finance, Derivatives, Bloomberg, Quantitative Analytics, Equities, Time Series Analysis, Commodity, Swaps, Econometrics, Economics, Structured Finance, Counterparty Risk, Statistics, Credit Derivatives, Interest Rate..., Equity Derivatives, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Master of Arts (M.A.), Economics
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Science (M.S.), Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A., Economics, Mathematics, Political Science
St. Joseph High School 1997 — 2001
Bank of America Merrill Lynch July 2014 - August 2015
Rochester Institute of Technology September 2011 - May 2014
Merrill Lynch June 2013 - August 2013
Rochester Institute of Technology June 2012 - August 2012
Skills
Python, Java, Web Development, Microsoft Office, JavaScript, CSS, OS X, MySQL, Website Development, XML, Visual Studio, Mobile Applications, HTML, PHP, SQL, C#, Objective-C, Windows, Linux, CentOS, Ubuntu, ActionScript, OOP, Relational Databases, Data Analysis, Databases, Eclipse, Windows 7, Programming, Mac OS X, Object Oriented Design, jQuery, Android Development, phpMyAdmin, Software Development, Microsoft SQL Server, Drupal, Cross-platform..., Data Migration, Oracle SQL Developer, HQL
Education
Rochester Institute of Technology 2015 — 2017
Master’s Degree, Information Technology
Rochester Institute of Technology 2010 — 2014
B.S., Information Technology, 3.20
University of Washington 2011 — 2011
Bank of America Merrill Lynch June 2015 - Present
Rider University Student Recreation Center August 2013 - May 2015
Shrimp Box April 2012 - May 2015
Rider University Recreation Programs August 2014 - November 2014
Rider University September 2013 - December 2013
Skills
Marketing, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Twitter, Time Management, Public Relations, Blogging, Teamwork, Leadership, Outlook
Education
Rider University 2011 — 2015
Bachelor of Science in Business Administration, Marketing
American Business School Paris 2014 — 2014
Semester Study Abroad, Marketing
Bank of America Merrill Lynch February 2013 - Present
Coldwell Banker March 2011 - February 2013
Prudential Financial February 1997 - January 2011
Prudential Brokerage March 1990 - February 1997
Skills
Project Management, Product Marketing, Contract Negotiation, Video Production, Client Development, Marketing Communications, Multicultural, Multimedia, Email Marketing, Integrated Marketing, Strategic Planning, Management, Event Management, Strategy, Selling, Marketing, Public Relations, Social Networking, Training, Sales, Negotiation, Advertising, Sales Management, Digital Marketing, Social Media
Education
Rutgers University 1983 — 1985
Bachelor of Arts (B.A.), English Literature & Marketing
Università degli Studi di Urbino 'Carlo Bo' 1984 — 1984
Italian language Arts, Italian Language & Culture
Ithaca College 1980 — 1982
Television and Radio, Television & Radio
Beauteque 2014 - Present
SOCIAL the Lifestyle Magazine 2013 - 2015
Punjabi Popcorn 2013 - 2015
Bank of America 2011 - 2014
Bank of America Merrill Lynch 2006 - 2011
Skills
Marketing Communications, Advertising, Public Relations, Social Media Marketing, Journalism, Editorial Consulting, Strategic Planning, Marketing Strategy, Business Strategy, Online Marketing, Salesforce.com, Enterprise Account..., Retirement Plan..., Wealth Management, Microsoft Office, Event Management, Social Media Consulting, Digital Marketing, Digital Media, Marketing
Education
Rider University
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch Pierce Fenner & Smith, Pennington, NJ January 2007 - January 2010
Fried, Conroy & Lombardo LLC February 2003 - December 2006
New York Direct Stock Exchange (NYDSE), New York, NY February 2002 - August 2002
Skills
Corporate Governance, Due Diligence, Corporate Law, Legal Research, Securities, Securities Regulation, Customer Service, Portfolio Management, Risk Management, Sales, Wealth Management
Education
Rider University 2013 — 2017
Master of Business Administration (M.B.A.)
New York Law School 2001 — 2003
Banking, Corporate, Finance, and Securities Law
Seton Hall University 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Rider University Graduate
Master of Business Administration (MBA), Finance, General
Prudential Financial June 2015 - Present
Target October 2009 - May 2015
Bank of America Merrill Lynch May 2013 - August 2013
Battleground Country Club May 2012 - August 2012
Skills
Java, Microsoft Office, HTML, Windows, JavaScript, PHP, C, CSS, C++, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Social Media, Leadership, Teamwork, Access, Facebook
Education
Rowan University 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems
REEMAS Consulting January 2014 - Present
XL Group February 2013 - January 2014
Bank of America Merrill Lynch 2008 - 2013
Geller & Company May 2008 - September 2008
Avaya March 2007 - May 2008
JP Morgan Chase January 2006 - 2007
The Royal Collections Trust 2004 - 2006
The Johnsson Group 2005 - 2005
INVESCO 2001 - 2004
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Process Improvement, Project Execution, Project Delivery, Project Portfolio..., Project Implementation, Project Planning, Program Management, Program Implementation, PMO, Budgeting, Financial Analysis, Financial Management, Financial Reporting, Financial Modeling, Project Finance, Banking, Investment Banking, Retail Banking, Asset Management, Change Management, Business Analysis, Vendor Management, Portfolio Management, Business Strategy, Team Leadership, SDLC, Business Process..., Requirements Analysis, Business Management, MS Project, Excel, Visio, Performance Metrics, Financial Systems, Financial Sector, Project Management, Management, Financial Services, Insurance, Leadership, Integration, Consulting, PMP, Budgets, Risk Management, Analysis
Education
Royal Holloway, University of London 1992 — 1996
BSc(HONS), Management Studies
Bancroft's School 1984 — 1991
Snaresbrook Primary
Bank of America Merrill Lynch May 2006 - Present
Merrill Lynch January 2008 - May 2008
Merrill Lynch August 2007 - January 2008
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office 2007, Oracle, Visio, Consolidation, SharePoint, Microsoft Word, Bank Reconciliation, Account Reconciliation, Outlook, Accounts Payable, Leadership, Management, Financial Analysis, Finance, Analysis, Banking, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2006
Bachelors of Science, Finance
DeVry Education Group December 2009 - January 2015
Bemis Company, Inc. March 2009 - January 2010
Bank of America Merrill Lynch June 2005 - March 2009
Deloitte October 2004 - May 2005
Deutsche Bank 2003 - 2003
PIerce, Givens & Associates LLP January 2001 - January 2002
Gimbel, Abrams & Singer January 1998 - January 2001
Skills
M&A experience, M&A due diligence, Tax, Tax Law, Financial Modeling, Corporate Finance, Project Finance, Presenter, Project Execution, Executive Communications, Education, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Investments, Valuation, Entrepreneurship, Leadership, Venture Capital, Project Management, Business Development, Business Strategy, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Roosevelt University 1993 — 1997
Bachelor of Science
Morgan Stanley June 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch October 2009 - July 2010
Merrill Lynch August 2008 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Financial Services, Risk Management, Derivatives, Equities, Back Office, Analytics, Securities, Fixed Income, Middle Office, Asset Managment
Education
Rutgers Business School 2008 — 2011
MBA, Supply Chain Management
Rutgers University 2001 — 2005
B.A., Economics; Financial Economics
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch January 2014 - April 2015
BGC Partners September 2011 - August 2012
Skills
Trading, Equities, Investment Banking, Series 7, Bloomberg, Financial Analysis, Financial Modeling, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
BA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Economics
2016 Level II Candidate in the CFA Program
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2011 - August 2012
Bank of America Merrill Lynch January 2010 - December 2010
Bank of America Merrill Lynch January 2009 - December 2009
Banc of America Securities January 2007 - December 2008
Banc of America Securities April 2005 - December 2006
IASG June 2004 - March 2005
MasterCard International January 2002 - April 2004
Sapient Corporation April 1998 - December 2002
APL Digital January 1997 - March 1998
Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX
Education
Rochester Institute of Technology 1989 — 1991
MS, Software Engineering
Syracuse University 1982 — 1986
BS, Computer Engineering
Sewanhaka High School 1979 — 1982
Instrumentation & Automation (pre Engineering)
Bank of America Merrill Lynch June 2014 - Present
Sippican Capital Advisors February 2012 - June 2014
Brigade Quartermasters May 2011 - February 2012
WB Mason May 2010 - June 2011
21st Graphics, Inc September 2008 - June 2009
United Bank of Switzerland June 2008 - August 2008
Skills
Microsoft Excel, Sales, Marketing, Advertising, PowerPoint, Microsoft Office, Microsoft Word, Team Building, Competitive Analysis, Strategy, E-commerce, Marketing Strategy, QuickBooks, Series 7, Series 66
Education
Roger Williams University 2007 — 2011
Bachelor of Science, International Business
ICN Business School 2009 — 2010
Bachelor of Business Administration, International Business
Bank of America Merrill Lynch July 2015 - Present
Rider University September 2014 - May 2015
Lisa P. Gill, CPA, PC/ Harvest Wealth Solutions/ Tri*Stars Academic and Athletic Academy June 2014 - August 2014
Rider University October 2013 - April 2014
EXPRESS October 2013 - March 2014
Morgan Stanley June 2013 - September 2013
Gloucester County Utilities Authority June 2012 - September 2012
Deptford Township Schools June 2011 - September 2011
Skills
Social Media, Marketing, Microsoft Office, Presentations, Online Marketing, Prezi, Online Advertising, SWOT analysis, Advertising, Finance, Smartboard, Social Networking, Photoshop, Public Speaking, Office Administration, Office Management
Education
Rider University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.1
Deptford Township High School 2007 — 2011
H.S. Diploma, 3.7
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch July 2014 - May 2015
Roanoke College August 2010 - May 2014
Lockwood Broadcast Group May 2013 - August 2013
Honeywell Technology Solutions, Inc. May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Facebook, Social Networking, PowerPoint, Customer Service, Windows, SPSS, Access, Event Planning, Data Entry, Outlook, Spanish
Education
Roanoke College 2010 — 2014
Bachelor of Business Administration (BBA), Concentrations in Marketing and Finance
BMO Capital Markets March 2015 - Present
KPMG US March 2014 - March 2015
Bank of America-Merrill Lynch November 2009 - February 2014
Bank of Tokyo-Mitsubishi August 2008 - October 2009
JPMorgan April 2001 - August 2008
C&S Wholesale Grocers February 2000 - March 2001
US Army 1997 - 2000
Skills
Equities, Fixed Income, Leadership, Capital Markets, Investment Banking, Financial Analysis, Operations Management, Foreign Exchange, Credit Derivatives, Program Management, Project Management, Operational Risk..., G/L Reconciliations, Essbase, MS Excel, MS Access, MS PowerPoint, MS Word, MS Project, SharePoint, SWIFT messaging, FXALL, MISYS, GTSS, Alert, ARIS, BPMN, Process Improvement, Prime Brokerage, Securities, Financial Modeling, Valuation, Strategy, Risk Management, Derivatives, Business Analysis, Hedge Funds, Interest Rate..., Trading, Swaps, Asset Management, FX Options, Financial Services, Access, Corporate Finance, Financial Risk, Microsoft Excel, Structured Products, Middle Office
Education
Rutgers University School of Law - Newark 2001 — 2005
JD
United States Military Academy at West Point 1993 — 1997
BS, Economics
Ridge High 1989 — 1993
Reliable Power and Solar 2013 - Present
Merrill Lynch January 2011 - Present
PSE&G May 2010 - June 2011
Bank of America Merrill Lynch September 2000 - May 2010
Bloomberg June 1994 - July 2000
Education
Rider University 1990 — 1994
Bachelor of Science (BS), Management and Organizational Behavior
Bank of America Merrill Lynch August 2006 - Present
Bank of New York November 2004 - August 2006
Capgemini / Ernst & Young January 1999 - October 2004
Harris RFC April 1994 - November 1998
Xerox Corp November 1990 - January 1994
Computer Consoles Inc. September 1987 - November 1990
T-Bar Inc January 1984 - September 1987
Skills
Management, Capital Markets, Equities, Fixed Income, Software Development
Education
University of Rochester - Simon Business School 1996 — 1999
MBA, Finance
Rochester Institute of Technology 1988 — 1990
MS, Software Engineering & Development
State University of New York College at Geneseo 1980 — 1984
BA, English, Minor in Comp. Sci.
Newburgh Free Academy (NY) 1976 — 1980
St. Joseph's Elementary 1968 — 1976
Bank of America February 2015 - Present
Bank of America Merrill Lynch February 2012 - February 2015
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch July 2008 - December 2009
Merrill Lynch July 2006 - June 2008
Rider University September 2002 - May 2006
Arista Marketing Company June 2005 - August 2005
Legg Mason Wood Walker May 2004 - August 2004
Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll
Education
Rider University 2006 — 2008
MBA, Marketing
Rider University 2002 — 2006
BS, Human Resource Management
Norristown 1998 — 2002
High School Diploma
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch May 2011 - March 2014
Merrill Lynch October 2008 - April 2011
Merrill Lynch May 2007 - October 2008
Merrill Lynch March 2006 - May 2007
Skills
Banking, Financial Services, Management, PMO, Risk Management, Six Sigma, Vendor Management, Series 7
Education
Rowan University 1990 — 1994
Bank of America Merrill Lynch June 2010 - Present
AllianceBernstein April 2007 - February 2011
Education
Rochester Institute of Technology 2005 — 2007
MS
State University of New York College at Geneseo 2002 — 2005
BS
Crunchy Logistics, LLC August 2010 - Present
Bank of America Merrill Lynch April 2010 - August 2010
Merril Lynch October 2007 - May 2009
Metropolitan Life Insurance Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Sales Management, Marketing Strategy, Strategic Planning, Business Strategy, Sales Process..., Finance System..., Bloomberg, Investments, Mergers & Acquisitions, Project Management, Financial Planning, Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Masters In Business Administration, Finance, Entrepeneurship
University of Tampa - John H. Sykes College of Business 2002 — 2007
B.S., Finance
Macquarie Group September 2015 - Present
Newedge July 2013 - April 2015
Bank of America Merrill Lynch January 2008 - June 2012
American Option Services June 2003 - December 2007
Chicago Board Options Exchange September 1997 - May 2002
Skills
Derivatives, Financial Markets, Trading, Options, Trading Systems, Electronic Trading, Series 7, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Fixed Income, Investments, Securities, Trading Strategies, Valuation
Education
Roosevelt University 1999 — 2002
B. S. in Business Administration, Finance, General
Prudential Retirement Services November 2012 - Present
Bank of America Merrill Lynch July 1991 - November 2012
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Series 63, Securities, Asset Allocation, Financial Services, Retirement, 401k, Fixed Income
Education
Rider University 1987 — 1991
BS, Finance
Bank of America Merrill Lynch March 2005 - March 2014
Merrill Lynch February 2001 - February 2005
Skills
Commodity, Derivatives, Swaps, Trading Systems, Options, Trading, Capital Markets, Fixed Income, Risk Management, Bloomberg, Finance, Middle Office
Education
Rutgers Business School 1998 — 2000
BA, Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
TEKsystems July 2015 - Present
Standard Chartered Bank February 2013 - July 2015
Bank of America Merrill Lynch November 2010 - January 2013
Bloomberg March 2009 - February 2010
Bloomberg December 2008 - March 2009
Verizon December 2006 - December 2008
ST Electronics (Training & Simulation Systems) Pte Ltd February 2000 - October 2006
Skills
Unix, SQL, Databases, C#, Java, SDLC, UML, C++, Shell Scripting, C, TCP/IP, Trading Systems, Agile Methodologies
Education
RMIT University 1999 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science
Singapore Polytechnic 1992 — 1995
Diploma, Electronics, Computer & Communication Engineering
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
Bank of America Merrill Lynch December 2007 - Present
Jewish Federation of Western Massachusetts 2003 - 2007
State of New Jersey, Dept. of Law & Public Safety, Division of Law 1992 - 2002
Education
Rutgers University School of Law - Newark
JD
Tufts University
BA, French & Romance Languages
University of Pennsylvania
MS, Education
Merrill Lynch April 1997 - Present
Bank of America Merrill Lynch 1997 - Present
Skills
Project Management, Equities, Financial Services, Customer Service, Business Analysis, Risk Management, Vendor Management, Business Process..., Coaching, Finance
Education
Rider University 1995 — 2001
Bachelor of Science, Finance/Accounting
Rider University
Bank of America Merrill Lynch 1999 - Present
Bank of America Merrill Lynch 1999 - Present
BUYandHOLD.com 1999 - 2000
Datek Online Holdings Corp. December 1997 - August 1999
Democrat and Chronicle December 1995 - September 1997
Education
Rochester Institute of Technology 1988 — 1992
BFA, Graphic Desgin
Empower Retirement August 2015 - Present
Bank of America Merrill Lynch April 2010 - Present
Merrill Lynch March 2007 - April 2010
Merrill Lynch August 1996 - March 2006
Skills
Series 7, Series 66, 401k, Deferred Compensation, Retirement, Mutual Funds, Financial Advisory, Financial Analysis, Financial Services, Securities, Trading, Wealth Management, Equities, Series 63, Asset Allocation, Investments, FINRA, Investment Advisory, Retirement Planning, Wealth Management..., Retirement Plan..., Pensions, Defined Benefit, Salesforce.com, Life Insurance, Defined Contribution, Qualified Retirement..., Corporate Actions, Trust Services
Education
Rider University 1992 — 1996
BS, Finance
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Bank of America Merrill Lynch November 2006 - January 2011
Merrill Lynch February 2006 - November 2006
Merrill Lynch February 2003 - February 2006
Merrill Lynch September 2000 - February 2003
Merrill Lynch September 1999 - September 2000
Skills
Wealth Management, Series 7, Retirement, 401k, Uniform Combined State..., Leadership, Cross-functional Team..., Management, Strategy, Retirement Planning, Financial Services, Relationship Management, Mutual Funds
Education
Rowan University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Verizon Wireless July 2012 - January 2015
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - February 2010
Merrill Lynch May 1996 - August 2008
Smith Barney April 1993 - December 1995
Prudential Assurance October 1992 - March 1993
Skills
Requirements Analysis, COBOL, Requirements Gathering, Software Development, Agile Methodologies, SDLC, XML, DB2, SQL, Business Analysis, Data Warehousing
Education
Rigas Tehniska Universitate
BS, computer science
Bank of America Merrill Lynch June 2015 - Present
University of San Diego January 2014 - May 2014
University of San Diego September 2011 - May 2014
International Surfing Association (ISA) November 2013 - April 2014
Wells Fargo Financial November 2006 - December 2009
Trust Financial January 2005 - November 2006
Skills
Finance, Credit, Financial Analysis, Mortgage Lending, Building Relationships, Sales, Financial Modeling, Loans, Banking, Microsoft Excel, Microsoft Office, Commercial Banking, Credit Analysis, Leadership, Insurance, Real Estate, Bloomberg, PowerPoint, Loan Origination, Consumer Lending, Commercial Lending, Credit Risk, Mortgage Underwriting, Refinance, Mortgage Banking, Small Business Lending, Residential Mortgages, Underwriting, Asset Based Lending, Cash Flow Lending, Financial Services, QuickBooks, WordPress, Strategic Financial..., Thompson One, Microsoft Word, Public Speaking, VA loans, Financial Planning, Management
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance. Minor: Spanish Literature
Rio Hondo College 2009 — 2011
Associates of Science, Business Administration
Rio Hondo College 2009 — 2011
Associate's Degree, Humanities/Humanistic Studies
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Bank of America Merrill Lynch December 2010 - May 2013
Bank of America Merrill Lynch February 2010 - December 2010
Bank of America Merrill Lynch February 2009 - February 2010
Merrill Lynch January 2005 - February 2009
Merrill Lynch March 2002 - January 2005
Merrill Lynch September 2000 - March 2002
Merrill Lynch July 1999 - September 2000
Merrill Lynch May 1995 - July 1999
Skills
Banking, Process Improvement, Finance, Loans, Budgets, Strategy, Wealth Management, Internal Controls, Accounting, Management, Business Strategy, Financial Analysis, Securities, Strategic Financial..., Risk Management
Education
Rider University 1987 — 1991
BS, Accounting
Bank of America Merrill Lynch 2009 - Present
403b Plan Services LLC January 2009 - August 2010
ING July 2008 - December 2008
CitiStreet 1996 - June 2008
The Copeland Companies 1996 - 2001
The Copeland Companies 1996 - 2001
Coopers & Lybrand 1989 - 1996
Education
Rutgers University School of Law - Camden
JD
Rutgers University-New Brunswick
BA, History
Temple University - Fox School of Business and Management
MBA, Human Resource Administration
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch March 2012 - December 2014
Carolina RealtyXPert November 2010 - February 2012
Lowe's Home Improvement September 2006 - June 2011
JPMorgan Chase & Co. February 2003 - December 2005
JPMorgan Chase & Co. April 1999 - February 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, Analysis, Financial Analysis, Business Planning, Forecasting, Budgeting, Variance Analysis, P & Ls, KPIs, Time Management, Retail, Leadership, Equity Trades, (DTC) Settlements, Corporate Actions, SPO Charges, Customer Service, Euroclear, General Ledger
Education
Rowan University
Business Administration and Management, General
Bank of America Merrill Lynch October 2001 - Present
NJM Insurance Group 2008 - 2009
Merrill Lynch October 2001 - September 2008
BioSupplies 2000 - 2001
Skills
Enterprise Architecture, SDLC, Microsoft SQL Server, Databases, IT Strategy, IT Management, Software Project..., Performance Tuning, Visio, SSIS, Database Design, T-SQL
Education
Rider University
BA, Economics
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
SunTrust October 2013 - Present
SunTrust October 2010 - October 2013
Bank of America Merrill Lynch January 2008 - February 2009
Bank of America Merrill Lynch August 2006 - January 2008
Bank of America Merrill Lynch January 2005 - August 2006
Roanoke College January 2004 - May 2004
Morgan Stanley Dean Witter June 2003 - August 2003
Skills
Finance, Financial Analysis, Fixed Income, Capital Markets, Portfolio Management, Investments, Analysis, Investment Banking, Corporate Finance, Bloomberg, Financial Modeling, Management, Data Analysis, Forecasting, Risk Management, Banking, Financial Reporting, Credit Risk, Economics, Accounting, Strategy, Leadership, Budgets, Public Speaking, Valuation, Planning & Analysis, Budgeting, Speaking, Cognos Impromptu, TM1, Essbase, Hyperion, Oracle, Microsoft Excel, Microsoft Access, Microsoft Office
Education
Roanoke College 2000 — 2004
BBA, Business Administration, Finance
TD Bank Group October 2010 - Present
Bank of America Merrill Lynch March 2001 - January 2011
Merrill Lynch 1995 - 2009
Merrill Lynch March 2000 - March 2001
Merrill Lynch Investment Managers February 1998 - March 2000
Merrill Lynch 1998 - 2000
Merrill Lynch Investment Managers August 1995 - February 1998
Skills
Finance, Financial Services, Management, Fixed Income, Portfolio Management, Banking, Financial Analysis, Analysis, Business Analysis, Derivatives, Financial Risk, Risk Management, Securities
Education
Rider University 2000 — 2005
MBA, Finance
Rider University 1991 — 1995
BS, Finance
Bank of America Merrill Lynch July 2006 - Present
Goldman Sachs 2000 - 2006
Education
Rockefeller University 1992 — 1998
PhD, High Energy Physics
Bank of America Merrill Lynch March 2012 - Present
LMA Consultants LLC August 2005 - March 2012
New Jersey Manufacturers Insurance Companies May 2001 - August 2005
Skills
Microsoft Office, PowerPoint, Excel, Outlook, Lotus Notes, Customer Service, Administration, Management, Finance, Customer Satisfaction, Financial Analysis, Analysis, Business Analysis, Consulting, CRM, Team Building
Education
Rider University
BA, Law and Justice
Bank of America May 2015 - Present
PNC Business Credit July 2012 - May 2015
Bank of America Merrill Lynch January 2011 - June 2012
Citi October 2007 - January 2011
Citi October 2006 - October 2007
Skills
Treasury Management, Credit, Commercial Banking, Portfolio Management, Loans, Cash Flow, Credit Analysis, Banking, Investment Banking, Mergers & Acquisitions, Financial Analysis, Finance, Commercial Lending, Strategy, Sales, Cross Selling, Middle Market, Small Business Lending, Management, Wealth Management, Cash Management, Asset Based Lending, Analysis, Working Capital...
Education
Rockhurst University 1996 — 1997
MBA, Finance
Success Academy Charter Schools October 2013 - Present
Success Academy Charter Schools July 2012 - October 2013
Goldman Sachs January 2010 - July 2012
Bank of America Merrill Lynch October 2009 - January 2010
Merrill Lynch May 2007 - May 2009
Skills
Strategy, Analysis, Leadership, Management, Securities Regulation, Policy, Research, Legal Writing, Securities, Financial Modeling
Education
Rutgers University School of Law - Newark 2007 — 2011
J.D.
Rutgers College, Rutgers University- New Brunswick 2003 — 2007
B.A. with High Honors, Political Science
Merrill Lynch October 2011 - Present
Bank of America - Merrill Lynch June 2010 - December 2011
Merrill Lynch 2007 - 2010
Skills
Salesforce.com, CRM software, Data Analysis, Data Integration, Integration Testing, Technology Integration, Cloud Computing, Cloud-based, Cloud Applications, Project Planning, Project Management, MS Project, Project Coordination, Software Project..., Project Delivery, Program Management, Program Oversight, Salesforce.com..., Mobile Applications, Mobile Technology, iPad, Testing, Test Planning, Test Management, User Acceptance Testing, Test Process Development, Test Design, Test Execution, Test Estimation, Mobile Testing, CRM, Strategy, Project Estimation, Program Coordination, Budget Forecasts, Capacity Planning, Capacity Management, Business Process..., Process Optimization, Technical Presentations, Cross-functional Team..., Situational Leadership, Highly detail oriented, Bringing Order to Chaos, Communication Skills, Operational Execution, Project Portfolio..., SDLC, PMP, Leadership
Education
Rutgers, The State University of New Jersey-Camden 2001 — 2003
MBA
Bank of America Merrill Lynch July 2015 - Present
Q Ware CMMS August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Q Ware CMMS January 2014 - May 2014
Infosys February 2010 - July 2012
Skills
C# 4.0, ASP.NET, ASP.NET MVC, Web Services, Java, Team Foundation Server, C, C++, Microsoft SQL Server, RESTful WebServices, Apache Spark, MongoDB, Python, Django, JavaScript, Geolocation, Android Development, Flask, jQuery, Software Design, Web Application Design, Core Java, Requirements Analysis, IIS, Windows Server, Coding Languages, SQLite, Unix, Artificial Neural..., Database Systems, VM, Unit Testing, Source Depot, WTT, H2, CSS, Mail Server, IMAP, LDAP, Software Engineering, General Awesomeness, TFS, C#, Hadoop
Education
Rochester Institute of Technology 2012 — 2014
Master of Science (M.S.), Computer Science
West Bengal University of Technology 2005 — 2009
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering, A
Army School
Army School
Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch 2009 - Present
Gate Pharmaceuticals 2003 - 2006
Paychex 1993 - 1997
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Retirement, Financial Planning, Securities, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Income..., Series 65, Alternative Investments, Uniform Combined State..., Wealth Management...
Education
Rowan University 1988 — 1993
BA, Economics
School name:
Bank of America Merrill Lynch June 2014 - Present
Direct Edge July 2011 - June 2014
International Securities Exchange October 2009 - July 2011
Metavante Risk and Compliance Solutions May 2006 - October 2009
Education
Rochester Institute of Technology 1995 — 2000
Bachelor of Science, Information Technology
Bank of America Merrill Lynch August 2011 - Present
Bank of America Merrill Lynch July 2010 - January 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Johnson & Johnson December 2007 - May 2008
Education
Rutgers Business School 2005 — 2009
BS, Finance
Verizon February 2014 - Present
Verizon June 2013 - Present
UniTek Global Services March 2012 - June 2013
Bank of America Merrill Lynch February 2011 - March 2012
Bank of America December 2009 - February 2011
Merrill Lynch November 2007 - December 2009
Skills
Onboarding, Human Resources, Employee Benefits, Recruiting, Employee Relations, HRIS, Talent Management, Benefits Administration, Performance Management, Employee Engagement, HR Policies, Organizational..., Change Management, Leadership Development, Personnel Management, PeopleSoft
Education
Rider University 2003 — 2006
BS, Human Resources
Rider University
Master of Business Administration (MBA), Finance, General
Bank of America - Merrill Lynch April 2011 - Present
Bank of America - Merrill Lynch December 2009 - August 2011
Bank of America - Merrill Lynch July 2007 - December 2009
Bank of America - Merrill Lynch May 2006 - July 2007
Skills
Retirement, Strategy, IRAs, Employee Benefits, Leadership, Product Management, Strategic Planning, Marketing Strategy, Management, Program Management, Sales Management, Series 7, Series 63
Education
Rider University 2005 — 2010
Masters, Business Administration
The College of New Jersey 1997 — 2001
Bachelor of Science, General Business Management
eLEND May 2015 - Present
Bank of America Merrill Lynch July 2014 - April 2015
Bank of America March 2012 - January 2014
Delair Group November 2005 - July 2010
Countrywide Home Loans December 2004 - November 2005
Cytogen Corporation January 2001 - November 2004
Eastern Mortgage Services July 1995 - December 2000
Skills
Time Management, Dependable Team Player, Mortgage Banking, Mortgage Lending, Residential Mortgages, Government Loans, Team-oriented, Customer Oriented, Mortgage Underwriting, Passion for Helping..., Customer Retention, Data Entry, Employee Training, Helping Clients, Customer Service, Teamwork, Process Optimization, Microsoft Office, Analysis, Executive Support, Microsoft Excel, Marketing, Program Management, Trade Shows, Budgets, Advertising, Market Research, Competitive Analysis, Expense Management, Executive Positions, Direct Marketing, Brand Management, Travel Arrangements, Employee Relations, Sales, B2B, Executive..., Executive Level..., Meeting Scheduling, Calendaring, Administrative..., Office Administration, Marketing Strategy, Spreadsheets, Marketing Support, Mail Merge, ACT!, Credit, Refinance, FHA
Education
University of Phoenix 2008 — 2009
MBA, Management
Rider University 1998 — 2003
BSBA, Marketing / Management
Bank of America Merrill Lynch 2000 - Present
Merrill Lynch / Bank of America 2000 - Present
Caxton Associates 1997 - 2000
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science, Accounting
Fortress Investment Group March 2012 - Present
Bank of America Merrill Lynch 2006 - March 2012
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Bloomberg
Education
Rutgers Business School 2004 — 2006
Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch October 2007 - Present
Skills
Human Resources, Financial Services, Recruiting, Organizational Design, Mergers & Acquisitions, Change Management, Personnel Management, Deferred Compensation, Employee Benefits, Risk Management
Education
Rider University 1999 — 2002
Bachelor of Science, Human Resource Management
Bank of America Merrill Lynch March 2006 - Present
Skills
Equity Derivatives, Equities, Trading Systems, Options, Trade Operations, Equity Swaps, Process Improvement, Structured Products, Operations Management, Risk Management, Operational Risk..., ETFs, International Business, Project Management, Change Management, Series 7, Series 24, Real Estate License
Education
Rutgers Business School 2002 — 2003
Master of Business Administration (M.B.A.), Finance
Villanova University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and International Business
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch June 2013 - April 2014
Bank of America Merrill Lynch September 2011 - June 2013
Skills
Banking, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Superior Client Service, Risk Management, Operations Management, Project Management, Risk Analysis, Financial Services, Client Relationships..., Employee Engagement, Leadership, Financial Analysis, Access, Financial Risk, Management, Wealth Management, Customer Service, Data Analysis, Microsoft Office, Finance
Education
Rider University
Bachelor of Science in Business Administration, Finance
Rider University
BS, Finance
Great American Insurance May 2013 - Present
PHH Mortgage May 2012 - May 2013
Bank of America Merrill Lynch November 2011 - June 2012
Mountain View Country Club May 2008 - October 2011
UBS May 2011 - July 2011
Education
Rider University 2007 — 2011
BS
Bank of America February 2014 - Present
Bank of America December 2012 - February 2014
Bank of America Merrill Lynch October 2011 - December 2012
Bank of America Merrill Lynch July 2004 - September 2011
Bank of America December 2000 - June 2004
FedEx December 1998 - November 2000
FedEx January 1995 - December 1998
FedEx June 1990 - January 1995
FedEx March 1985 - May 1990
Skills
Six Sigma, Managing Global..., Change Management, Operations Management, Risk Management, Global Operations, Global Management, Globalization, Operational Risk..., Foreign Exchange, Foreign Exchange..., Foreign Currency, Process Improvement, Process Management, Problem Solving, Problem Analysis, Problem Management, Associate Development, Process Control, Quality Assurance, Quality Control, Analysis, Back Office, Settlement, Management, Banking
Education
St. Mary's College of California 1997 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
Liberal Arts and Sciences, General Studies and Humanities
Beneficial Bank May 2013 - Present
Bank of America Merrill Lynch July 2005 - May 2013
PNC July 2004 - June 2005
Skills
Commercial Lending, Real Estate Economics, Credit Analysis, Loans, Portfolio Management, Real Estate, Commercial Mortgages, Real Estate Transactions, Commercial Banking, Finance
Education
Robert Morris University 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1990 — 1995
Bachelor's Degree, Business and French
Bank of America Merrill Lynch August 2009 - Present
Morgan Stanley January 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2009
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch
Skills
Six Sigma Blackbelt, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Vendor Management
Education
Rider University
Master of Business Administration (MBA), Finance
Rider University
BSBA, Accounting
Bank of America Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
Skills
Microsoft Word, Microsoft Excel, Organizational..., Communication
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's degree, Sociology
Bank of America Merrill Lynch September 2014 - Present
JPMorgan Chase November 2010 - September 2014
JPMorgan Chase November 2000 - November 2010
Chicago Board of Trade July 1997 - November 2000
Skills
Banking, Credit, Financial Services, Relationship Management, Portfolio Management, Risk Management, Financial Analysis, Cash Management, Commercial Banking, Business Analysis, Payments
Education
Robert Morris College
Associate's degree
Bank of America Merrill Lynch July 2015 - Present
DNA Sports Nutrition Distribution December 2014 - May 2015
United Service Companies January 2013 - November 2014
Skills
Employee Relations, New Hire Orientations, Recruiting, Onboarding, Human Resources, Employee Benefits, HRIS, Talent Acquisition, Training, Hiring
Education
Robert Morris University - Illinois 2009 — 2010
Bachelor's Degree, Hospitality Administration/Management
Robert Morris University - Illinois 2007 — 2008
Associate's Degree, Culinary Arts/Chef Training
JPMorgan Chase & Co. August 2013 - Present
Ralph Lauren January 2013 - August 2013
Bank Of America Merrill Lynch July 2009 - January 2013
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree, Finance
ERNST&YOUNG May 2015 - Present
HSBC October 2014 - May 2015
HSBC June 2013 - October 2014
Bank of America Merrill Lynch March 2012 - June 2013
Bank of America Merrill Lynch November 2009 - March 2012
Skills
Banking, Financial Services, Risk Management, Capital Markets, Derivatives, Management, Due Diligence
Education
Rutgers Business School 2009 — 2012
Master of Business Administration (MBA), Concentration in Finance
Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Finance, General