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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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch November 2014 - Present
ITBMS Inc August 2014 - Present
Princeton IT Services, Inc March 2014 - Present
Tourbillon Alliance Partners 2014 - 2014
Spirit Fire Production Inc. August 2013 - November 2013
CRBC International CO., Ltd. July 2012 - August 2012
Skills
Recruiting, Organizational..., Performance Management, Social Services, Program Evaluation, Program Development, Human Resources, Talent Management, New Hire Orientations, Personnel Management, Interviews, Talent Acquisition, Onboarding, Screening, Screening Resumes, Employee Relations, Microsoft Office, Management
Education
Rutgers University-New Brunswick 2012 — 2014
Master's degree, Human Resources Management
Sichuan University 2008 — 2012
Morgan Stanley May 2014 - Present
Wells Fargo October 2012 - May 2014
Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch August 2009 - June 2011
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Private Banking, Investments, Retirement Planning, Uniform Combined State..., Securities, Banking, Credit, Mutual Funds, Equities, Asset Management, Mortgage Lending, Wealth Management..., High Net Worth..., Relationship Management, Asset Allocation, Financial Advisory, Cash Management, Loans, Financial Services, Lines Of Credit, Securities Lending, Mortgage Banking, Residential Mortgages, Retail Banking, Bonds, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Arts (B.A.), Economics
J&J Staffing Solutions December 2013 - Present
Bank of America Merrill Lynch August 2014 - January 2015
Rutgers University September 2011 - September 2013
Dollar Tree Stores May 2011 - August 2012
RuffaloCODY September 2010 - April 2011
Skills
Social Skills, Social Networking, Critical Thinking, Computer Proficiency, Microsoft Office, Proficient Typing Skills, Social Media, Keen Listener, Always Willing to Learn, Strategic Planning, Volunteering, Motivational Speaking, Telephone Interviewing, Motivational..., Transcription, Event Planning, Special Needs..., Autism Spectrum..., Korean, Foreign Languages
Education
Douglass Residential College 2009 — 2015
Bachelor's Degree, Women's Studies
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2015
Bachelor of Arts (B.A.), Women's Studies, Music, Korean
Franklin Twp. High School 2005 — 2009
Bank of America Merrill Lynch June 2015 - August 2015
Johnson & Johnson June 2014 - January 2015
Congressman Robert Andrews Office June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Statistics, Financial Modeling, Economics, Customer Service, Outlook, Financial Analysis, Data Analysis, Strategic Planning, Team Building, Access, Teamwork, Blogging, Event Planning, Leadership, Facebook, Critical Thinking, Event Management, Social Media Marketing, Market Research, Time Management, Photoshop, Marketing, Team Leadership, Healthcare, Social Media, Social Networking, Public Relations, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (BS), Finance, Accounting, and Business Analytics & Information Technology, Junior
Bank of America Merrill Lynch March 2008 - Present
Merrill Lync March 2006 - March 2008
Merrill Lynch January 2005 - March 2006
Skills
Sales Management, Outside Sales, Financial Risk, Commercial Lending, Credit, Risk Management, Financial Services, Loans, Financial Analysis, Credit Analysis, Bloomberg, Banking, Wealth Management, Equity Research, Investment Advisory, Commercial Banking, Relationship Management, Customer Service, Sales, Leadership, Finance, Securities, Management, Portfolio Management, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
sociology & labor studies, business
Wells Fargo February 2013 - Present
Bank of America Merrill Lynch May 2011 - February 2013
JPMorgan Chase January 2010 - April 2011
PNC Investments March 2008 - December 2009
Skills
Series 7, Series 9, Series 10, Series 66, Accredited Asset..., Chartered Retirement..., Uniform Combined State..., Retail Banking, Branch Banking, Investments, Strategic Financial..., Insurance, Personal Financial..., Financial Planners, Financial Advisory, FINRA, Retirement, Finance, Banking, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Loans, Portfolio Management, Bonds, Fixed Income, Fixed Annuities, Private Banking, Asset Management, Series 65, ETFs, Equities, Relationship Management, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2006
Bachelor of Arts (BA), History
Matawan Regional High School 1995 — 1999
Bank of America Merrill Lynch August 2007 - Present
Computershare February 2001 - August 2007
Merrill Lynch February 2000 - February 2001
The Ross Companies June 1996 - February 2000
Sedgwick Noble Lowndes November 1994 - June 1996
Coopers & Lybrand January 1992 - November 1994
Skills
Series 7, Business Development, Employee Benefits
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2014 - April 2014
Bloomberg LP September 2011 - February 2012
Skills
Microsoft Excel, Bloomberg Terminal, Invoicing, Stata, SAS, Bloomberg, Statistics, Finance, Financial Analysis, Microsoft Word, PowerPoint, Adobe Acrobat, Lotus Notes, Eviews, Mini Tab, Financial Services, Economic Research, Econometrics, Economics, SQL
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics
Rutgers University
Master of Arts (M.A.), Economics
UBS Wealth Management January 2015 - Present
UBS Wealth Management June 2012 - January 2015
Bank of America Merrill Lynch July 2010 - May 2012
Bank of America Merrill Lynch April 2006 - July 2010
UBS September 2000 - April 2006
Skills
Financial Services, Strategic Planning, Series 7, Strategy, Leadership, Management, Finance, Mutual Funds, Project Management, Wealth Management, Business Analysis, Risk Management, Investments, Relationship Management, Business Development, Product Management
Education
Rutgers University-New Brunswick
Business
Stephens Inc. March 2013 - Present
Bank of America Merrill Lynch May 2007 - March 2013
Lehman Brothers September 2000 - May 2007
Skills
Valuation, Portfolio Management, Hedge Funds, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2004 — 2006
MBA, Corporate Finance, Management
Rutgers University-New Brunswick 1995 — 2000
Bachelor's Degree, Triple Major: Finance, Economics, and Biology
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2014 - May 2014
Bank of America Merrill Lynch January 2010 - January 2014
Bank of America January 2009 - January 2010
Merrill Lynch January 2008 - November 2009
Merrill Lynch September 2002 - December 2007
Merrill Lynch May 2001 - August 2002
Merrill Lynch Investment Managers March 2000 - April 2001
Prudential Financial November 1998 - March 2000
Prudential Investments July 1996 - October 1998
Skills
Process Engineering, Customer Relations, PMO, Intranet, Budgeting, SDLC, SharePoint, Business Analysis, Vendor Management, Leadership, IT Strategy, Web Analytics, Project Portfolio..., Software Project..., Project Management, Management, Software Development, Service Delivery, IT Management, Business Process, Strategy, Budgets, CRM, Risk Management, Customer Service, Financial Services
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Bank of America Merrill Lynch June 1998 - Present
Education
Rutgers University
Bachelor of Arts (B.A.), Economics
Clutch Holdings LLC June 2014 - Present
Clutch Holdings LLC November 2013 - June 2014
Bank of America Merrill Lynch April 2013 - November 2013
Bank of America Merrill Lynch March 2012 - November 2013
Bank of America Merrill Lynch January 2010 - April 2013
Lean Startup Machine February 2013 - February 2013
Philadelphia Startup Weekend September 2012 - September 2012
Villanova University August 2010 - August 2012
ICAP January 2012 - May 2012
The HERO Campaign August 2011 - December 2011
Skills
Analytics, Business Strategy, Leadership, Social Media Marketing, Risk Management, Social Media, Strategic Planning, Business Planning, Strategic Thinking, Process Improvement, Finance, Idea Generation, Business Process, Training, Innovative Problem..., Customer Relations, Analytic Thinking, Organizational..., Project Management, Project Planning, Entrepreneurial Skills, Presentation Development, Commercial Strategies, Operational Streamlining, Financial Modeling, Financial Analysis, Practice Management, Strategy, Marketing, Management Consulting, Entrepreneurship, Team Leadership, Customer Service
Education
Villanova University 2010 — 2012
MBA, Finance & Strategic Management
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's, Economics, International Business & Political Science
Williamstown High School
Bank of America Merrill Lynch May 2015 - Present
ZS Associates January 2015 - May 2015
Seton Hall University School of Law February 2012 - January 2015
The Center for Hematology and Oncology September 2009 - December 2009
Health Force May 2008 - July 2009
Skills
Outlook, Microsoft Word, Public Speaking, PowerPoint, Social Networking, Project Coordination, University Relations, Microsoft Excel, College Recruiting, Microsoft Office, HTML, Photoshop, SPSS, Symplicity, Microsoft Publisher, VirtualEdge, Heavy Calendaring, Calendar Planning, University Recruitment, Event Planning, Scheduling, Time Management, Recruiting, Human Resources, Taleo, Staffing Coordination, Onboarding
Education
Seton Hall University - Stillman School of Business 2012 — 2014
GPA: 3.9
Seton Hall Univeristy - Stillman School of Business 2012 — 2013
Certificate in Graduate Business
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts, Psychology, Sociology
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch May 2010 - 2013
Morgan Stanley Smith Barney March 2006 - May 2010
Skills
iRise, User Acceptance Testing, Business Requirements, Requirements Gathering, SDLC, Business Analysis, Visio, Agile Project Management, Requirements Analysis, Business Process, Risk Management, Software Project..., PMO, Agile Methodologies, Project Management, Process Improvement, Change Management, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor's degree, Political Science and Government
Gartner July 2013 - Present
Rutgers University September 2012 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Rutgers University School of Communication and Information January 2012 - May 2012
Cognizant Technology Solutions August 2010 - June 2011
EPS Worldwide Pvt. Ltd. June 2009 - May 2010
Skills
C, C++, Java, Algorithms, PL/SQL, PHP, JavaScript, Matlab, Android, SQL, Oracle, Data Analysis, Personalization, Recommender Systems, Data Structures, J2EE, MySQL, HTML5, AJAX, DHTMLX, Eclipse, Visual Studio, Linux, Hadoop, MapReduce, Cloud Computing, Python, Machine Learning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Master's degree, Computer Engineering, 3.83
University of Pune (Maharashtra Institute of Technology) 2006 — 2010
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering, 3.5
Fergusson College, Pune 2004 — 2006
Higher Secondary Examination Certificate, Science, 85.17
The Blackstone Group June 2014 - Present
Bank of America July 2013 - June 2014
Bank of America June 2012 - June 2013
Beta Alpha Psi June 2011 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Rutgers Business School January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BSc, Finance
AENA April 2012 - Present
Chemical Resources Inc August 2011 - April 2012
Bank of America Merrill Lynch February 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Derivatives, Microsoft Office, PowerPoint, Series 7, Business Development, Microsoft Word, Customer Service, Equities, Account Management, Budgets, Sales Management, Contract Negotiation, Financial Reporting
Education
University of Alabama at Birmingham 2012 — 2013
Master of Engineering (MEng), Construction Engineering
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Economics
Bank of America July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Tata Consultancy Services July 2011 - July 2013
Skills
Matlab, Programming, Simulink, C, Microcontrollers, C++, Six Sigma, VHDL, Embedded C, ISO 26262, Model Driven Development, AUTOSAR, Java, SQL, Tableau
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Science (MS), Electrical and Computer Engineering, 3.6
Universitat Politècnica de Catalunya 2011 — 2011
Exchange Student, Telecommunications
Shanmugha Arts, Science, Technology and Research Academy 2007 — 2011
B. Tech, Electronics and Communication, 7.98/10
Rutgers University May 2014 - Present
Rutgers University September 2014 - Present
Hackensack University Medical Center May 2012 - August 2014
Wellesley College January 2012 - May 2012
Bank of America Merrill Lynch September 2010 - June 2011
Skills
Social Media, CRM, Bloomberg, Public Speaking, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Spanish, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2016
Bachelor of Science (B.S.), Environmental Science, Chemistry, 3.8 GPA
Wellesley College 2011 — 2012
Environmental Studies
Bergen County Academies 2007 — 2011
International Baccalureate Diploma, HS Diploma, Business and Finance
ADP June 2015 - Present
Bank of America - Merrill Lynch January 2009 - June 2015
Merrill Lynch September 2005 - December 2008
Merrill Lynch March 2002 - September 2005
Merrill Lynch May 1999 - March 2002
Merrill Lynch February 1996 - May 1999
Merrill Lynch December 1994 - February 1996
CSX Technology October 1993 - December 1994
Rutgers University September 1988 - May 1992
Skills
IT Strategy, IT Management, Call Center, Requirements Analysis, Product Management, System Design, Presentation Development, Process Improvement, Process Development, Process Management, Policy Analysis, Policy Writing, Standards Development, Standards Compliance, VoIP, Voice Services, Voice Communications, Wealth Management, Call Centers, Cisco Technologies, Business Analysis, Project Portfolio..., SDLC, Process Simulation, Project Management, Vendor Management, Management
Education
Rutgers University-New Brunswick 1988 — 1992
MS, Biomedical Engineering
Rutgers University-New Brunswick 1988 — 1990
BS, Computer Science
Rutgers University-New Brunswick 1984 — 1988
BS, Electrical Engineering
RBC Capital Markets July 2013 - Present
UBS Investment Bank January 2013 - July 2013
UBS Investment Bank June 2012 - August 2012
Capstone Advisory Group January 2012 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Quantitative Finance, Microsoft Excel, Bloomberg, Quantitative Analytics, Economics, Financial Modeling, Asset Allocation, Data Analysis, Series 7, Hedging, Equity Derivatives, Valuation, Mutual Funds, Risk Management, Analysis, Financial Analysis, Commodity, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BA, Economics
Société Générale July 2014 - Present
Bank of America Merrill Lynch January 2011 - July 2014
Violin Memory February 2010 - October 2010
Resnick Distributors April 2008 - April 2009
Skills
Financial Reporting, Management, Financial Modeling, Finance, Forecasting, Accounting, Analysis, Microsoft Office, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelors, Political Science and Government, Economics
Foursquare July 2015 - Present
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - June 2014
Skills
Java, JavaScript, jQuery, DHTMLX, Bootstrap, AngularJS, CSS, SQL, C++, Oracle Coherence, Unix Shell Scripting, Matlab, VBA, Quantitative Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
M.S., Mathematical Finance, 3.8
Zhejiang University 2006 — 2010
B.E., Computer Science and Technology, 3.7
Bank of America Merrill Lynch August 2015 - Present
BofA Merrill Lynch March 2009 - Present
Merill Lynch March 2002 - March 2009
Skills
Business Requirements, Business Process..., Business Analysis, Requirements Analysis, Requirements Gathering, Process Improvement, Project Delivery, Project Management, SharePoint, Risk Management, Six Sigma, Team Leadership, Visio, Financial Services, Microsoft Office, SDLC, Software Project..., Program Management, Management, Customer Service, Leadership
Education
Rutgers University-New Brunswick 1997 — 2002
Bachelors of Art, English
Farol Asset Management, LP June 2015 - Present
Prudential Capital Group July 2012 - May 2015
Bank of America Merrill Lynch 2011 - 2012
Capstone Advisory Group 2011 - 2011
Sequential Capital Partners January 2010 - May 2010
Investment Banking Institute 2010 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Investments, Capital IQ, DCF, Mergers & Acquisitions, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Business Valuation, Corporate Finance, Mezzanine, Credit Analysis, Equity Research, Leveraged Lending, Leveraged Buyout, Project Finance, Financial Projection
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2011 - March 2013
Merrill Lynch December 2006 - May 2011
Merrill Lynch May 2004 - December 2006
Mellon Investor Services December 2000 - May 2003
Skills
Equities, Securities, Derivatives, Options, Trading, Series 7, Prime Brokerage, Financial Risk, Swaps, Series 63, Valuation, ETFs, New Business Development, Sales, Fixed Income, Hedge Funds, Financial Services, Corporate Actions, Relationship Management, Equity Derivatives, Trading Systems, Finance, FINRA, Electronic Trading, FX Options, Securities Lending, Mutual Funds
Education
Rutgers University-New Brunswick 1995 — 2000
BS, Environmental & Business Economics
trueEX Group LLC September 2013 - Present
Bank of America Merrill Lynch June 2012 - September 2013
Bank of America Merrill Lynch August 2011 - May 2012
Bank of America Merrill Lynch June 2010 - August 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science, Finance
Bank of America Merrill Lynch April 2011 - Present
Credit Suisse 2008 - April 2011
Bank of America 1998 - 2007
Salomon Brothers June 1994 - January 1998
Education
Rutgers University-New Brunswick 1990 — 1994
BS, Electrical and Computer Engineering
Regions Securities LLC June 2012 - Present
Bank of America Merrill Lynch September 2010 - June 2012
Bank of America Merrill Lynch August 2009 - September 2010
Mastrapasqua Asset Management January 2009 - May 2009
Banc of America Securities June 2008 - August 2008
Quiznos Sub May 2003 - April 2007
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Rutgers University-New Brunswick 1999 — 2003
Moorestown High School
Bank of America - Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch April 1997 - March 2001
Skills
Organizational..., Team Building, Financial Management
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Economics
J.P. Morgan July 2011 - Present
Bank of America Merrill Lynch December 2009 - July 2011
Merrill Lynch June 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Johnson & Johnson September 2006 - June 2007
L'Oreal USA June 2006 - August 2006
Skills
Accounting, Analysis, Bloomberg, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Risk Management
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Science, Finance & Psychology
PricewaterhouseCoopers LLP October 2013 - Present
PricewaterhouseCoopers LLP May 2013 - October 2013
Bank of America Merrill Lynch September 2011 - April 2013
Assorted Newspapers & Magazines 2004 - 2013
Educational Testing Service (ETS) March 2009 - August 2011
Cream International - AG Media Group September 2004 - October 2006
Daily Times December 2003 - August 2004
DiversityInc - Allegiant Media September 2003 - November 2003
Skills
Project Management, Quality Control, Vendor Management, Big 4, Risk Assessment, Editing, Digital Proofing, CRM, Salesforce.com, IRIS, Proposal Writing, Marketing Strategy, Marketing Communications, Social Media Marketing, Global E-commerce, Investment Advisory, Unified Managed Accounts, Retirement Savings, Market Analysis, Management, E-Learning, Compliance, Brand Development, Brand Management, Corporate Communications, Corporate Branding, Legal Compliance, Brochures, White Papers, Product Marketing, Email Marketing, Fact Sheets, Web Design, Google Analytics, WebTrends Analytics, Constant Contact, SharePoint, Web Based Media, Banner Ads, International..., Conference Production, Onsite-Offshore..., Press Releases, Contract Negotiation, Creative Briefs, Product Management, Product Briefs, Design Briefs, International Relations, Internal Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2003
Bachelor of Arts (BA)
St. John's University 2000 — 2001
Bachelor of Arts (BA)
Lahore Grammar School 1990 — 2000
Loop Capital June 2015 - August 2015
Bank of America Merrill Lynch February 2015 - May 2015
Stamna Greek Taverna September 2010 - July 2014
College Works Painting February 2014 - May 2014
Skills
Interpersonal Skills, Analytical Skills, Microsoft Excel, MS Excel Pivot Tables, Vlookup, Management, Customer Service, Sales, Leadership, Team Building, Customer Relations, Client Relations, Microsoft Word, PowerPoint, JavaScript, Financial Accounting, Financial Analysis, Management Consulting, Business Analysis, Equity Research, Economics, Cultural Sensitivity
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor's degree, GPA: 3.76, Finance and Accounting (Double Major), Minor in Economics, Sophomore
Nutley High School 2009 — 2013
High School Diploma
Bank of America Merrill Lynch July 2015 - Present
Swiss Re February 2012 - July 2015
Swiss Re February 2008 - February 2012
MetLife January 2007 - January 2008
MetLife November 2004 - January 2007
Skills
Risk Management, Portfolio Management, Fixed Income, Insurance, Financial Risk, Derivatives, Financial Analysis, Asset Management, Bloomberg, Investments, Corporate Finance, Process Improvement, Finance, Financial Reporting, Data Analysis, Financial Markets, Reinsurance, Capital Markets, Market Risk, Hedge Funds, Financial Modeling, Valuation, Financial Services, Equities
Education
Rutgers University-New Brunswick 2004 — 2007
MBA, Finance
Seton Hall University 1997 — 2001
BS, Computer Science
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch November 2012 - September 2014
Bloomberg LP September 2011 - November 2012
Elite Investment Group May 2010 - August 2010
Bank of America September 2009 - January 2010
TRW June 2008 - August 2008
Skills
Financial Analysis, Microsoft Office, Bloomberg, Consolidated Financial..., Account Reconciliation, Merrill Lynch Mainframe, Equity Research, Cost Basis Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.A.
Shanghai American High School 2003 — 2007
Bank of America Merrill Lynch July 2015 - Present
Rutgers University February 2015 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Rutgers University September 2013 - May 2014
Clinical Informatics Research Group June 2013 - August 2013
University of Washington February 2013 - June 2013
Amazon June 2012 - September 2012
eScience Institute, University of Washington September 2011 - January 2012
OLTIS SOFTWARE, LLC. June 2011 - January 2012
CollegeMapper March 2011 - June 2011
Skills
Web Applications, HTML 5, Software Development, Android, User Interface, C++, Java, Python, Programming, Eclipse, JavaScript, iPhone, CSS, HTML, Git, Software Engineering, jQuery, HTML5, Microsoft Office, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master's degree, Financial Statistics & Risk Management
University of Washington 2009 — 2013
BS, Computer Science, Economics
Yew Wah International Education School of Shanghai 2006 — 2009
Guggenheim Securities July 2013 - Present
RBC Capital Markets January 2012 - July 2013
Bank of America Merrill Lynch September 2008 - December 2011
Bear, Stearns & Co. March 2006 - June 2008
MCI 2000 - 2004
Skills
Valuation, Equities, Investment Banking, Investments, Entrepreneurship, Private Placements, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Fixed Income, Mergers, Venture Capital, Hedge Funds, Corporate Development, Leveraged Finance
Education
Stern School of Business 2002 — 2005
MBA, Finance, Entrepreneurship, Entertainment/Media/Technology
Rutgers University-New Brunswick 1994 — 1999
Alcoa Power and Propulsion June 2015 - Present
Olympus Corporation of the Americas September 2013 - June 2015
Olympus September 2012 - September 2013
Merrill Lynch December 2011 - September 2012
Bank of America Merrill Lynch May 2011 - September 2011
Skills
HR Recruiting, Administration, Client Services, Employee Relations, Compliance, Onboarding, Training, Recruiting, Employee Benefits, HR Policies, Management, New Hire Orientations, Applicant Tracking..., Temporary Placement, Talent Acquisition, Sales, Leadership, Human Resources, Hiring, Customer Service, Interviews, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
BS, Sociology, Minor in HR Management
Blair Academy 2002 — 2006
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch November 2009 - February 2012
Bank of America Merrill Lynch July 2006 - October 2009
Skills
Capital Markets, Equities, Prime Brokerage, Hedge Funds, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor of Arts (B.A.), Economics and Political Science
University of Michigan 2002 — 2003
University of Melbourne
Financial Sector October 2009 - Present
Bank of America Merrill Lynch January 2008 - September 2009
Merrill Lynch January 2007 - December 2008
Skills
Affirmative Action..., HR Policies, Risk Management, Project Management, Leadership, Analysis, Human Resources, Policy, Diversity & Inclusion, Microsoft Excel, PowerPoint
Education
Rutgers University-New Brunswick
Bachelor's degree
Oliver Luxxe Assets LLC May 2014 - Present
UBS Financial Services Inc. June 2013 - May 2014
Bank of America Merrill Lynch June 2011 - June 2013
Merrill Lynch September 2010 - June 2011
Northwestern Mutual June 2010 - September 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.A., Economics, History Minor
Colts Neck
Colts Neck
JPMorgan Chase April 2011 - Present
Bank of America Merrill Lynch January 2010 - April 2011
MAC Cosmetics September 2009 - January 2010
Merrill Lynch August 2007 - September 2009
Skills
Recruiting, Interviews, Human Resources, Financial Services, Investments, Bloomberg, Banking, Asset Management, Career Development..., College Recruiting, Leadership, Onboarding, Performance Management, Talent Management, Talent Acquisition, PowerPoint
Education
Rutgers University-New Brunswick 2003 — 2007
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch June 2014 - March 2015
Bank of America Merrill Lynch July 2013 - June 2014
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - July 2012
Bank of America June 2010 - August 2010
Skills
Financial Analysis, Corporate Finance, Variance Analysis, Strategic Financial..., Financial Modeling, Wealth Management, Microsoft Excel, Essbase, Equities, Fixed Income, Capital Markets, Access, Hyperion Planning, Cognos, Forecasting, Banking, Analysis, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Economics, cum laude
Bank of America Merrill Lynch July 2009 - July 2015
Rutgers University January 2009 - May 2009
Johnson & Johnson January 2008 - May 2008
Skills
Software Project..., SDLC, Requirements Analysis, Project Management, Leadership, Java, JavaScript, SQL, Python, C#, HTML, XSLT, JSP, AJAX, Microsoft SQL Server, JMS, Tomcat, TIBCO, .NET, PHP, Google API, jQuery, Visual Studio, OOP, Subversion, XML, Web Services, Eclipse, SOAP, MySQL, Agile Methodologies, Business Analysis, Management, Statistical Data..., Data Mining
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Computer Science
Bank of America Merrill Lynch July 2015 - Present
SP Properties, LLC Real Estate Development & Investment Company April 2014 - Present
Bank of America Merrill Lynch September 2013 - July 2015
Bank of America Merrill Lynch August 2010 - August 2013
Wealth Financial Group September 2009 - June 2010
MetLife June 2009 - August 2009
Skills
Financial Planning, Strategic Planning, Investment Strategies, Market Research, Financial Services, Financial Analysis, Portfolio Management, Bloomberg, Risk Management, Asset Managment, Retirement Planning, Strategic Financial..., Finance, Strategy, Due Diligence, Asset Management, Management, Mentoring, Equities, Investments, Investment Management
Education
Wall Street Prep Financial Modeling Course 2014 — 2014
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelors, Economics
Platts August 2010 - Present
Bank of America Merrill Lynch May 2010 - August 2010
Bloomberg LLP October 2009 - January 2010
KPMG July 2007 - July 2008
Barclays Capital June 2006 - August 2006
Skills
Investment Banking, Equities, Bloomberg, Derivatives, Valuation, USCG 100 TON Masters..., Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Finance, Finance
Mary's Nativity
Townsend Harris
Sidoti & Co. 2013 - 2014
Bank of America Merrill Lynch 2012 - 2013
Goldman Sachs 2008 - 2011
Skills
Prime Brokerage, Capital Markets, Equity Sales, Business Development, Equity Research, Hedge Funds, Quantitative Analytics, Asset Allocation, Small-Cap Equities, Traffic Monetization, SEM, PPC Bid Management, Paid-Search Marketing, Ad Serving, Ad Networks, Ad Exchanges, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (BA)
Bank of America Merrill Lynch August 2015 - Present
Information Logistics, Inc. June 2015 - August 2015
TeliApp Corporation August 2014 - June 2015
Southern Polytechnic State University August 2010 - June 2011
Southern Polytechnic State University January 2011 - May 2011
Skills
Objective-C, Cocoa Touch, C++ Language, Java, SQL, Quantitative Finance, Stochastic Calculus, HTML, PHP, Matlab
Education
Rutgers University-New Brunswick 2012 — 2014
Master's Degree
Southern Polytechnic State University 2009 — 2012
Bachelor's Degree
Bank of America Merrill Lynch April 2012 - Present
JP Morgan June 2008 - April 2012
Bear, Stearns & Co. January 1995 - June 2008
ADP July 1993 - January 1995
Skills
Software Engineering, C/C++, Java, Python, Unix, Windows, Software Project..., Perl, XML, SQL, Integration, Enterprise Architecture, C++, Software Development, Distributed Systems, Web Services, Data Analysis, Project Management, Program Management, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Solaris, SOA, Databases, Scrum, Data Warehousing, Data Modeling, Web Applications, IT Strategy, Linux, Solution Architecture, System Architecture, Architecture, Market Risk, Database Design, Business Intelligence, Cloud Computing
Education
Rutgers University-New Brunswick 1992 — 1993
Rutgers University-New Brunswick 1988 — 1991
BA
Bank of America Merrill Lynch September 2003 - Present
Education
Rutgers University-New Brunswick 1991 — 1994
Bank of America Merrill Lynch May 2005 - Present
Deutsche Bank 2001 - 2005
Education
Rutgers University-New Brunswick 1997 — 2001
Credit Suisse November 2011 - Present
Nomura Securities July 2009 - October 2011
Bank of America Merrill Lynch February 2009 - June 2009
Merrill Lynch May 2006 - February 2009
Merrill Lynch December 2003 - May 2006
Merrill Lynch January 1999 - December 2003
Merrill Lynch June 1998 - January 1999
Skills
Fixed Income, Capital Markets, Securitization, Credit, Equities, Credit Derivatives, Product Control, Derivatives, Investment Banking, Market Risk, Swaps, Trading, Bloomberg, Middle Office, Market Data, FINRA, Bonds, Financial Services, Portfolio Management, Structured Finance, Risk Management, Financial Modeling, Electronic Trading, Interest Rate..., Financial Markets, Financial Risk, Structured Products, Trading Systems, Alternative Investments, Credit Risk, Equity Derivatives, Treasury, Hedge Funds, Prime Brokerage, Securities, Series 7, Options, FX Options, Series 63, Emerging Markets, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.S., Finance
Madison Central 1990 — 1994
Bank of America Merrill Lynch April 2013 - March 2015
Napa Group LLC July 2006 - April 2013
Ipreo March 1995 - June 2006
Skills
Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Investment Banking, Interest Rate..., Structured Products, Derivatives, Bonds, Bloomberg, Securities
Education
Rutgers University-New Brunswick
BS, Political Science
PepsiCo April 2014 - Present
PepsiCo August 2012 - March 2014
PepsiCo April 2011 - August 2012
Bank of America Merrill Lynch July 2009 - April 2011
BAE SYSTEMS, INC January 2006 - May 2009
BAE SYSTEMS, INC January 2004 - December 2005
BAE SYSTEMS, INC June 2002 - December 2003
Skills
Strategy, Mergers & Acquisitions, Cross-functional Team..., Due Diligence, Valuation, Corporate Finance, Financial Analysis, Analysis, Finance, Business Planning, Leadership, Project Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance and Management
Stevens Institute of Technology 2002 — 2005
MEEE, Wireless Communication Systems
Rutgers University-New Brunswick 1998 — 2002
BSEE, Electrical and Computer Engineering
Bank of America Merrill Lynch June 2014 - Present
Citi January 2014 - June 2014
Citi June 2011 - December 2013
First New York Securities April 2010 - June 2011
Siemens Corporate Research May 2000 - April 2010
Skills
Electronic Trading, Market Data, Distributed Systems, Low Latency, WCF, C#, C++, High Frequency Trading, .NET, Software Development, Trading Systems, Trading System, Agile Methodologies, Multithreading
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's degree, Computer Engineering
Bank of America Merrill Lynch October 1998 - Present
Merrill Lynch September 1997 - October 1998
Merrill Lynch January 1995 - September 1997
Merrill Lynch June 1994 - August 1994
Skills
Equity Research, Fixed Income, Asset Management, Alternative Investments, Investments, Derivatives, Financial Modeling, Portfolio Management, Capital Markets, Equities, Hedge Funds, Investment Management, Bloomberg, Series 7, IPO, Investment Banking, Valuation
Education
Saint Peter's University 1997 — 2000
MBA, Management Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch May 2002 - December 2009
Tata Consultancy Services January 2001 - December 2001
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Finance
Sri Venkateswara University 1996 — 2000
Engineering, Electronics And Communications
Bank of America Merrill Lynch July 1990 - Present
Education
Rutgers University-New Brunswick 1986 — 1990
Delphi Technology March 2015 - Present
Bank of America - Merrill Lynch October 2013 - March 2015
Interbrand - BrandWizard February 2013 - October 2013
S & P Dow Jones Indices December 2011 - February 2013
Bare Necessities October 2008 - November 2011
Charming Shoppes 2005 - 2008
Redcats USA 2002 - 2005
Starpoint Solutions 1998 - 2001
Lehman Brothers 1998 - 2001
American Reinsurance 1998 - 1998
Skills
C#, JavaScript, XML, XSLT, SQL, VB.NET, Perl, Visual C++, .Net 3.5, Java, SQL Server 2000-2008, Oracle, SOA, MOSS 2007, J2EE, Windows Server 2003, Unix, Visual Studio 2010, Visual Studio 2008, JQuery, AJAX, TFS, RUP, MSMQ, Active Directory, Microsoft SQL Server, .NET, Java Enterprise Edition, Web Services, jQuery, Windows Server, Agile Methodologies, Databases, SDLC, Software Development, WCF, Design Patterns, ASP.NET, SharePoint, Enterprise Architecture, Visual Studio
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
Bachelor of Science (B.S.), Computational Chemisty
Bank of America Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Computershare December 2000 - September 2002
Merrill Lynch June 1992 - December 2000
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Economics
Makosi Consulting August 2013 - Present
Deloitte May 2012 - June 2013
Bank of America Merrill Lynch June 2008 - November 2011
Lehman Brothers 2005 - 2008
Skills
Business Process..., PMO Development, Credit Derivatives, Project Governance, FATCA, Operational Risk..., Operational Risk, Gap Analysis, BRDs, Full project lifecycle..., Product Control
Education
Rutgers College 2001 — 2005
B.A.
Cornerstone Capital Management LLC January 2015 - Present
Bank of America Merrill Lynch September 2013 - January 2015
Seton Hall University School of Law August 2010 - May 2013
New York Life Investment Management July 2007 - July 2010
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Modeling, Series 7, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Securities, Equity Research, Bloomberg Terminal, Asset Allocation, Asset Managment, Capital IQ, Portfolio Management, Financial Analysis, Economics
Education
Seton Hall University School of Law 2010 — 2013
Doctor of Law (J.D.)
Rutgers University-New Brunswick 2003 — 2007
BA, Economics & Political Science
Bank of America Merrill Lynch December 1996 - Present
Mutual Benefit Life Insurance 1990 - 1996
Continental Airlines 1986 - 1990
Skills
Retirement Planning, Wealth Management..., Investment Advisory, Mutual Funds, Estate Planning, Investments, Securities, Fixed Income, Equities, Asset Managment
Education
Rutgers University 1983 — 1987
Bachelor's degree, Sociology
Rutgers University 1983 — 1987
Bachelor's degree, Italian Language and Literature
Bank of America Merrill Lynch July 2015 - Present
Education
Rutgers University 2008 — 2011
BS
Bank of America Merrill Lynch October 2014 - Present
Bank of America/Merrill Lynch April 2013 - Present
Education
Rutgers University-New Brunswick 1982 — 1986
BA, Psychology
Arabella Advisors June 2015 - Present
The Rockefeller Foundation December 2014 - May 2015
Overseas Private Investment Corporation June 2014 - August 2014
B Lab February 2014 - May 2014
Bank of America Merrill Lynch August 2012 - June 2013
Bank of America Merrill Lynch April 2010 - August 2012
Merrill Lynch September 2008 - April 2010
MetLife June 2006 - January 2007
Skills
Alternative Investments, Hedge Funds, Leadership, Investments, Marketing Strategy, Product Marketing, Financial Modeling, Series 7, Bloomberg, Asset Allocation, Business Strategy, Investment Management, Research, Equities, Microsoft Office, Financial Analysis, Fixed Income, Financial Advisory, International..., Due Diligence, Microfinance, Social Impact Assessment, Social Finance
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Social Innovation and Impact, Finance, Global Business
Rutgers University-New Brunswick 2004 — 2008
Bachelors, Finance and English
Bank of America Merrill Lynch January 2014 - Present
Bank of America - Merrill Lynch Wealth Management February 1980 - Present
Bank of America/Merrill Lynch 1980 - Present
Merrill Lynch February 1978 - Present
Merrill Lynch January 1998 - November 2006
Skills
CRM, Program Management, Leadership, Management, Process Improvement, Project Management, Risk Management, Change Management, PMP, Six Sigma, Project Planning, Budgets, Software Project..., Portfolio Management, Equities, Business Analysis, Financial Services, Vendor Management, SDLC, Banking, Software Development, Business Process..., Resource Management, Fixed Income, IT Strategy, Project Delivery, Strategic Planning, Time Management, Enterprise Architecture, PMO, Outlook, Project Portfolio..., Teamwork
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Psychology
The George Washington University - School of Business
Project Management
Bank of America November 2010 - Present
Bank of America/ Merrill Lynch June 2010 - August 2010
Tata Consultancy Services December 2008 - July 2009
Skills
Java, Perl, Unix, C++, C, Autosys, SQL, XML, Databases
Education
Rutgers University-New Brunswick 2009 — 2011
Masters, Computer Engg
Operartis January 2013 - Present
Bank of America Merrill Lynch September 1997 - October 2011
Serco - European Space Agency January 1993 - June 1996
EDS Scicon April 1990 - January 1993
Skills
Investment Banking, IT Strategy, artificial intelligence, Process Automation, Knowledge Representation, Rule-based Systems, Drools, Automated Reasoning, SQL, Java, Machine Learning, Artificial Intelligence, Sybase, Trading Systems, Business Analysis, Unix, Agile Methodologies, Software Development, Derivatives, Integration, Management, SDLC, Software Project..., Requirements Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2011
PhD, Computer Science - Artificial Intelligence
University of Oxford 1987 — 1988
MSc, Computation
University of Oxford 1984 — 1987
B.A, Physics
Bank of America December 2009 - Present
Bank of American/Merrill Lynch September 1986 - Present
Bank of America/ Merrill Lynch December 2006 - December 2009
Merrill Lynch March 1995 - May 2006
Merrill Lynch September 1986 - March 1995
Skills
Wealth Management, Governance, Vendor Management, Financial Services, Portfolio Management, Banking, Risk Management, Series 7, Fixed Income, Mutual Funds, Business Analysis, Series 63, Securities, Investments, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
BA, English
CIT June 2013 - Present
First Coast Consulting May 2012 - June 2013
Bank of America Merrill Lynch May 2005 - February 2012
Merrill Lynch December 2002 - May 2005
Merrill Lynch Professional Clearing Corp March 2001 - April 2003
Merrill Lynch Professional Clearing Corp August 1997 - March 2001
Skills
Prime Brokerage, AML, Hedge Funds, Equities, Securities, Alternative Investments, Series 7, Series 63, Asset Managment, Capital Markets, Mutual Funds, BSA, Procedure Development, Procedural Analysis, Project Management, Report Writing, Business Process..., Proposal Generation, Cross-functional Team..., Staff Development, Trading, Financial Markets, Risk Management, Fixed Income, Vendor Management, Financial Services, Wealth Management, Derivatives, Bank Secrecy Act, Electronic Trading, Bonds, Trading Systems, Bloomberg, Investment Banking, Asset Allocation, Finance, Back Office, FX Options, Equity Derivatives, Structured Products, Equity Trading, Investments, KYC, Market Data, Portfolio Management, Investment Advisory, Financial Risk, Emerging Markets, Asset Management, Credit Derivatives
Education
Saint Joseph's University 2012 — 2014
Master's Degree, Organization Development & Leadership (MODL)
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch July 2008 - December 2011
Bank of America Merrill Lynch June 2008 - April 2011
Merrill Lynch January 2006 - September 2008
Skills
Financial Services, Project Management, Retirement, Financial Modeling, Process Improvement, Financial Analysis, Employee Benefits, Risk Management, Strategy, Banking, Vendor Management
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics/Finance/English
Bank of America Merrill Lynch October 2014 - Present
Nomura August 2012 - October 2014
Citigroup Global Markets October 2006 - August 2012
Citi 2006 - August 2012
Lava Trading 2005 - 2006
Skills
R, VBA, KDB, Q, Perl, Problem Solving, Product Management, Client Services, Technical Training, Data Analysis, Pre-trade Analytics, Market Microstructure, Impact Cost Modeling, Predictive Modeling, Analytics, Spanish, KDB+, Equities, Equity Trading, Fixed Income, Electronic Trading, Trading, Capital Markets, Bloomberg, Financial Markets, Trading Systems, Portfolio Management
Education
Rutgers University-New Brunswick 2001 — 2005
PhD Candidate, MS, Applied Mathematics
Bank of America Merrill Lynch January 2010 - Present
Bank of America Merrill Lynch December 2003 - January 2010
merrill lynch April 2001 - December 2003
Skills
Series 7, Equities, Series 63, Wealth Management, Securities, Relationship Management, Financial Services, Retirement Planning, 401k, Retirement, Alternative Investments, Bloomberg, Business Relationship..., CRM, Back Office, Client Services, Corporate Finance, Credit, Defined Benefit, Derivatives, Employee Benefits, Executive Pay, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling
Education
Rutgers University-New Brunswick 1991 — 1993
BA, Polictical Science
Point Management Group February 2015 - Present
Navigant July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Merrill Lynch September 2009 - August 2010
BlackRock November 2002 - November 2008
BlackRock March 1997 - November 2002
The Bank of New York March 1993 - March 1997
Skills
Reference Data, Data Operations, Fixed Income, Equities, Derivatives, Prime Brokerage, Middle Office, Trading Operations, Client Integration, Data Mapping, Asset Managment, Trading Systems, Asset Management, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Capital Markets, Electronic Trading, Bonds, Swaps, Back Office, FX Options, Options, Portfolio Management, Corporate Actions, Mutual Funds, Financial Markets, Trading, Credit Derivatives, Relationship Management, Securities Lending, Investment Banking, Equity Trading, Market Data, Securities, Settlement, Collateral Management, ETFs, Market Risk, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1989 — 1992
BS, Accounting
Wayne Valley HS
Bank of America Merrill Lynch 2004 - Present
De Lage Landen Financial Services 1999 - 2004
Copelco Capital/CitiCapital 1991 - 1999
AT&T Capital 1988 - 1991
Dana Commercial Credit 1986 - 1988
CIT Financial Services 1981 - 1986
Skills
Commercial Lending, Sales, Strategy, Relationship Management, Cross-functional Team..., Credit, Marketing Strategy, Business Strategy, Sales Operations, Team Management, Management, Business Development, Change Management, Contract Negotiation, Customer Service, Program Management, Start-ups
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 1999
Business Management
SUNY Geneseo 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
TD Bank September 2014 - Present
TD May 2012 - Present
Bank of America Merrill Lynch October 2009 - May 2012
Princeton Information April 2009 - January 2010
Merrill Lynch November 2006 - 2009
Merrill Lynch December 2006 - December 2007
The Vanguard Group January 2003 - November 2006
The Vanguard Group January 2002 - December 2002
The Vanguard Group September 1998 - January 2002
The Vanguard Group 1990 - 1998
Skills
Portfolio Management, Relationship Management, SDLC, Series 63, Waterfall, CRM, Agile Methodologies, Business Analysis, Team Leadership, Requirements Analysis, Financial Services, Management
Education
University of Phoenix 2003 — 2005
MBA, Business
Rutgers University-New Brunswick 1981 — 1988
BA, Economics, Finance, English
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch September 2007 - July 2013
Skills
Structured Products, Financial Structuring, Equities, Fixed Income, Commodity, Hedge Funds, Investment Banking, Equity Derivatives, Foreign Exchange, Capital Markets, Bloomberg, Options, Swaps, Interest Rate..., Series 7, FX Options, Series 63, Hedging, Investment Strategies, Derivatives
Education
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts, Financial Economics
Bank of America Merrill Lynch September 2012 - Present
Skills
Series 7, Series 63, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor's Degree
Bank of America Merrill Lynch June 2014 - Present
Rosie Development, LLC September 2012 - Present
The Bank of New York Mellon October 1996 - February 2011
Skills
Asset Managment
Education
Rutgers, The State University of New Jersey-New Brunswick
Abbott January 2013 - April 2014
Remax One June 2013 - February 2014
Bank of America Merrill Lynch April 2011 - January 2013
Sout Brunswick Board of Education September 2008 - April 2011
Gloria Nilson GMAC Real Estate August 2009 - March 2010
Weichert Realtors November 2008 - August 2009
Skills
Real Estate, Residential Homes, Commercial Real Estate, Selling, Real Estate Transactions, Purchasing, Investment Properties, Contract Negotiation, Market Analysis, Marketing, Sales, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Media, PowerPoint, First Time Home Buyers, Leadership, Sellers, Public Relations, Public Speaking, Outlook, Negotiation, Inventory Management
Education
Rutgers University-New Brunswick 2005 — 2007
BA, Communication
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch/Xcitek Consulting May 2007 - May 2010
Asencus (Bisys) March 2003 - May 2007
CitiStreet 1989 - 2003
Copeland 1989 - 2003
Skills
Securities, Software Documentation, Management, Team Management, CRM, Training
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Business Management
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch February 2010 - February 2011
Bank of America Merrill Lynch August 2003 - February 2010
Goldmans Sachs/Spear Leeds & Kellogg June 1999 - August 2003
Franklin Templeton/Mutual Series Funds May 1996 - May 1999
Tiffany & Co. 1991 - 1995
Skills
Series 6, Licensing, Middle Office, Electronic Trading, Securities Lending, Series 7, Series 63, Securities, Fixed Income, Hedge Funds, Equities, Prime Brokerage
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics and Psychology
Governor Livingston Regional High School 1982 — 1986
Bank of America Merrill Lynch January 2003 - Present
JPMorgan Chase Bank 1990 - 2001
Skills
Banking, Portfolio Management, Financial Services, Relationship Management, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance and International Business
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BS, Finance
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2011 - January 2015
Rutgers University July 2009 - July 2011
Infosys Technologies Ltd January 2008 - January 2009
Skills
Core Java, Spring, Servlets, JSP, Java Enterprise Edition, Eclipse, Java, Perl, XML, ASP.NET, Unix, C#, Oracle, PL/SQL, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2010
Master's degree, Computer Science
University of Mumbai 2003 — 2007
Bachelors of Engineering, Computer Science
Markit March 2014 - Present
Bank of America Merrill Lynch September 2009 - October 2013
Merrill Lynch August 2007 - September 2009
Skills
Microsoft Office, Microsoft Excel, Team Management, Microsoft Word, Securities, Customer Service, Project Management, PowerPoint, Strategic Planning, Equities, Fixed Income, Series 7, Series 63
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts, Economics/Finance
BANK OF AMERICA MERRILL LYNCH January 2007 - Present
Merrill Lynch January 2005 - March 2007
Merrill Lynch January 2004 - January 2005
Merrill Lynch January 2003 - January 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 1998 - January 2002
Merrill Lynch HSBC January 2000 - January 2001
Merrill Lynch January 1996 - January 1998
Education
Rutgers University-New Brunswick 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Science, Business Management
Bank of America Merrill Lynch July 2007 - Present
GE Financial Corporation May 2004 - April 2007
The Vanguard Group June 2002 - January 2004
Education
Rutgers University 1998 — 2002
Bachelor of Science in Business Administration
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2010 - February 2014
Public Financial Management July 2006 - July 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Quantitative Analytics, Valuation, Capital Markets, Derivatives, Equities, VBA, Economics, Investment Banking, Stochastic Calculus, Option Pricing Models, Quant Finance, Financial Econometrics, Black-Scholes, Monte Carlo, Bond Pricing
Education
Swarthmore College 2002 — 2006
Bachelors, Economics and Mathematics
Rutgers University-New Brunswick 2008 — 2010
Masters, Quantitative Finance
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch March 2012 - January 2015
Bank of America Merrill Lynch June 2011 - August 2011
Anadigics August 2010 - May 2011
Dow Jones & Company June 2010 - August 2010
Skills
MySQL, JavaScript, Java, SQL, Microsoft SQL Server, C++, Databases, Hibernate, GWT, Big Data, Hadoop, Mahout
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
MS, Computer Science
Uttar Pradesh Technical University 2005 — 2009
BTech., Computer Science
Citi December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Citigroup 2005 - 2010
GMAC Mortgage 2003 - 2005
Skills
Project Management, Business Requirements, Fixed Income, Equities, Trading Systems, Capital Markets, Investment Banking, Equity Derivatives, SDLC, Sybase, Prime Brokerage, Risk Management, Derivatives, Hedge Funds, Market Data, Financial Services, Electronic Trading, Quality Assurance
Education
Rutgers University
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch April 2011 - December 2011
MetLife June 2010 - August 2010
Skills
Structured Finance, Bloomberg, Economic Research, Residential Mortgages, Valuation, MBS
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2008 — 2010
Parsippany Hills High School 2004 — 2008
JPMorgan Chase & Co. August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Bank of America Merrill Lynch January 2011 - July 2014
Merrill Lynch July 2009 - February 2011
Merrill Lynch April 2007 - July 2009
Merrill Lynch August 2005 - April 2007
Skills
Project Portfolio..., Business Analysis, Six Sigma, Back Office, Risk Management, Financial Modeling, Visio, Financial Analysis, SharePoint, Prime Brokerage, MS Project, Portfolio Management, Project Management, Trading Systems, Global Custody, Banking, Process Improvement, Series 7, Securities, Financial Services, Data Analysis, PMO, Program Management, Requirements Analysis, Wealth Management, Microsoft Excel, Strategic Planning, Forecasting, Investment Advisory, Operations Management, Leadership, Training, Business Process..., Cash Management, Wealth Management..., Change Management, Credit, Mentoring, Leadership Development, Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Economics
Bishop George Ahr High School 1997 — 2001
Bank of America Merrill Lynch March 2010 - Present
Bank of America Merrill Lynch August 2007 - March 2010
Merrill Lynch June 2006 - August 2007
Education
Rutgers University-New Brunswick 1987 — 1991
BS, Marketing
Bank of America Merrill Lynch April 2014 - Present
Bloomberg LP March 2014 - April 2014
MDNNA Inc. October 2013 - March 2014
Skills
Financial Analysis, Data Analysis, Portfolio Management, Private Equity, Market Research, Marketing Communications, Leadership, Organizational..., Emerging Markets, Bloomberg Terminal, Bloomberg, Analytics, Finance, Equities, Financial Statement..., Equity Research, Financial Reporting, Asset Management, Microsoft Excel, Access, Performance Attribution, Platform Development, Client Relations
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch November 2011 - Present
SHEPARDSON STERN + KAMINSKY March 2007 - January 2008
SM Electric Co January 2006 - February 2007
Education
Rutgers University-New Brunswick 2001 — 2006
BA, Psychology
Rancocas Valley Baptist Church November 2014 - Present
Bank of America Merrill Lynch February 2014 - November 2014
The Christian and Missionary Alliance December 2011 - February 2014
Merck 2001 - 2011
Robert Wood Johnson University Hospital 2004 - 2005
Africa Inland Mission International 1997 - 2001
Trinity Church 1996 - 1997
Africa Inland Mission International 1993 - 1995
Skills
Evangelism, Church Planting, Cross-Cultural Ministry, Bible teaching, Peer Mentoring, Leadership, Discipleship, Fund Raiser, Strategic Planning, Small Group Coach, Preaching, Teaching, Leadership Development, Theology, Nonprofits, Community Outreach, Church Events, Cultural Competency, Pastoral Care, Public Speaking, Volunteer Management, Fundraising
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Chemistry
University of Phoenix
Master of Business Administration (MBA)
Western Seminary
Master of Divinity (M.Div.)
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch November 2010 - April 2012
UBS AG September 2007 - November 2010
NYSE Regulation December 2004 - August 2007
Morgan Stanley Smith Barney 2002 - 2004
Skills
Series 7, Securities Regulation, Internal Audit, Regulatory Examinations, Risk Assessment, Risk Management, Compliance, AML, Internal Controls, Sales Practices, Issue Management, FINRA, Securities, Banking, Auditing, Fixed Income, Capital Markets, Operational Risk, Hedge Funds, Operational Risk..., Mutual Funds, Financial Risk, Investments, Financial Services, Due Diligence, Series 24
Education
Rutgers University 1999 — 2002
Bachelors of Science, Finance
Bank of America Merrill Lynch March 1983 - Present
Education
Rutgers University 1978 — 1982
ba, economics
Bank of America Merrill Lynch 2012 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch January 1997 - April 2009
Merrill Lynch April 1994 - January 1997
Skills
Strategic Planning, Sarbanes-Oxley Act, Risk Management, Project Planning, Management, Internal Controls, Forecasting, Financial Analysis, Finance, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
Bachelor of Arts (B.A.), Economics & Mathematics
Bank of America/ Merrill Lynch April 2006 - Present
Merrill Lynch January 2000 - April 2006
United Health Group 1993 - 2000
Skills
Series 7, Microsoft Excel, Project Management, Business Analysis, Change Management, Series 63, Compliance, RIAs, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor's degree
Bank of America Merrill Lynch January 2000 - Present
Education
Rutgers University 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch June 2013 - November 2013
Merrill Lynch October 2009 - June 2013
Merrill Lynch March 2007 - October 2009
Merrill Lynch August 2006 - March 2007
Skills
Equities, Fixed Income, Securities, Mutual Funds, Series 7, Bloomberg, Investments, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Alternative Investments, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2002 — 2006
Bachelor of Arts (B.A.), Law
Bank of America Merrill Lynch November 2014 - Present
Bloomberg LP March 2013 - Present
Citi July 2011 - March 2013
Gateway Advisory LLC January 2011 - May 2011
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Financial Risk, Wealth Management, VBA, Excel Macros, Equity Research, Equity Research Analysis, Credit Risk, Credit Analysis, Underwriting, Credit Derivatives, Syndications
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch October 2010 - February 2011
Bank of America Merrill Lynch October 2009 - October 2010
Law Office of Tim Dey, Esq. May 2007 - December 2009
Bank of America Merrill Lynch October 2007 - September 2009
Somerset Prosecutor’s Office June 2004 - September 2004
Education
Middlesex County College 2006 — 2007
Paralegal Certification
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice / Psychology
Seton Hall University 2001 — 2002
Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch November 2011 - Present
Bank of America, Merrill Lynch April 2005 - November 2011
Merrill Lynch March 2005 - March 2006
Credit Suisse July 2004 - March 2005
Merrill Lynch 2004 - 2004
Merrill Lynch 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Project Management, User Acceptance Testing, Use Case Analysis, Test Scripts, Financial Analysis, Financial Reporting, Operations Management, Financial Services
Education
Rutgers University 1996 — 2006
Bachelor's degree, Communication and Media Studies, 3.26
TIAA-CREF October 2013 - Present
Bank of America Merrill Lynch November 2007 - October 2013
Marshall & Swift/Boeckh October 2003 - November 2007
Skills
Microsoft Office
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch 2012 - Present
Weichert Lead Network June 2005 - March 2012
Skills
Microsoft SQL Server, T-SQL, SQL, SSIS, ETL, C#, Linux, SQL Tuning, .NET, Project Management, SDLC
Education
Rutgers University-New Brunswick
Economics