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 March 2015 - Present
Merrill Lynch February 2014 - March 2015
Bank of America June 2007 - February 2014
RadioShack April 2006 - May 2007
Big 5 Sporting Goods August 2003 - April 2006
Skills
Sales, Customer Service, Banking Relationships, Management, Finance, Cash Handling Experience
Education
San Francisco State University 2001 — 2003
Accounting
TIAA-CREF November 2014 - Present
Bank of America Merrill Lynch August 1994 - October 2011
Scottish Equitable 1989 - 1993
Skills
Fixed Income, Funding, Portfolio Management, Management, Trading, Equities, Investments, Banking, Bonds, Finance, Asset Management, Mutual Funds, Capital Markets, Securities, Structured Products, Derivatives, Hedge Funds, Bloomberg, Risk Management
Education
St. Mary's College of California
Bachelor's degree, Business Administration and Management, General
EMC July 2015 - Present
EMC September 2014 - June 2015
EMC April 2013 - September 2014
EMC May 2012 - April 2013
Barracuda Networks July 2011 - May 2012
MC Advisors LLC April 2011 - May 2011
Bank of America Merrill Lynch January 2011 - March 2011
Santa Clara University September 2010 - March 2011
Santa Clara Initiative for Financial Innovation & Risk Management May 2010 - June 2010
Loring Ward January 2010 - April 2010
Skills
Financial Modeling, Corporate Finance, Analysis, Data Analysis, Forecasting, Leadership, Investments, Analytics, Strategic Financial..., Management, Market Research, Financial Analysis, Financial Reporting, Business Analysis, Business Planning, Microsoft Excel, Business Partner Support, Customer Service..., Professional Services, Revenue Recognition, Bookings
Education
Santa Clara University 2007 — 2011
Finance, Corporate Finance & Investments
Somerset High School
FIS March 2015 - Present
GE Antares Capital July 2012 - March 2015
GE Capital July 2011 - July 2012
Sacred Heart University April 2008 - May 2011
Bank of America Merrill Lynch July 2010 - January 2011
EPR, Inc. March 2007 - December 2009
Sacred Heart University September 2007 - April 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel
Education
Sacred Heart University 2007 — 2011
BS, Finance, Economics, Honors (Minor)
JPMorgan Chase June 2015 - Present
Bank of America Merrill Lynch October 2006 - June 2015
JPMorgan Securities Inc. October 2005 - October 2006
UBS Wealth Management September 2003 - October 2005
Skills
Credit Derivatives, Emerging Markets, Structured Products, CMBS, MBS, ABS, CDO
Education
New York University - Leonard N. Stern School of Business
MS, Risk Management
Saint Peter's University
BS, International Business
Bank of America Merrill Lynch July 2014 - Present
Barclays May 2013 - August 2013
Skills
C++, C, Matlab, PowerPoint, Microsoft Excel, Java, Data Analysis, Microsoft Word, Teamwork, Microsoft Office, excel, Microsoft Visio, SQL, Professional...
Education
Rutgers University 2012 — 2014
Master's degree, Computer Engineering
University of Mumbai 2008 — 2012
Bachelors of Technology, Instrumentation Technology/Technician
Bank of America Merrill Lynch May 2014 - Present
Biancamano & Di Stefano March 2011 - April 2014
Rutgers Interfraternity Council June 2012 - May 2013
Rutgers Delta Chi January 2010 - December 2010
Skills
Administration, Time Management, Microsoft Office, Microsoft Excel, Research, Event Planning, Public Speaking, Teamwork, Entrepreneurship, Robert's Rules of Order, Social Networking, Data Analysis, Critical Thinking, Leadership Development, Risk Management, Wealth Management, Budgeting, Organizational..., Philanthropy, Photoshop, Fundraising, Community Outreach, Event Management, Public Relations, Music Production, Graphic Design, Mix Engineering, Logic Pro, Emotional Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Political Science, Entrepreneurship
TBT Foods February 2013 - Present
Rodeo Realty January 2012 - July 2013
Alcone Marketing Group April 2011 - July 2011
The Syndicate August 2009 - April 2011
playground 2011 - 2011
Broadway by Amar Santana 2011 - 2011
ASUC SUPERB Entertainment December 2008 - May 2010
LaunchSquad August 2009 - December 2009
Bank of America Merrill Lynch May 2009 - August 2009
Skills
Marketing Strategy, Marketing Communications, Team Leadership, Event Management, Event Planning, Catering, Events Coordination, Social Media, Social Networking, Management, Hospitality Management, Social Media Marketing, Advertising, Marketing, Public Relations, Integrated Marketing, Blogging, New Media, Leadership, Training, Sponsorship, Entertainment, New Business Development, Research, Retail, Analysis, Video, Fashion, Personal Chef Services
Education
University of California, Berkeley 2008 — 2010
BA, Mass Communications/Media Studies, Haas School of Business coursework concentration
Saddleback College 2006 — 2008
Business Management & Economics
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
UBS June 2012 - September 2012
San Jose Earthquakes January 2012 - May 2012
Skills
Microsoft Excel, Salesforce.com, Great Plains Software, Microsoft Office, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Financial Statement..., Fundraising, Bloomberg Terminal, Bloomberg
Education
Santa Clara University - Leavey School of Business 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, General
JMI Equity August 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Skills
Investment Banking, Finance, Mergers & Acquisitions, Research, Leadership, Financial Modeling, Salesforce.com, Microsoft Office, Private Equity, Corporate Finance, Equities, Data Analysis, Economics, Investments, Valuation, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BSC, Finance, Economics
PwC September 2015 - Present
Somaliland Policy and Reconstruction Institute July 2011 - Present
Somaliland Development Fund June 2013 - August 2013
Somaliland Ministry of Finance June 2012 - August 2012
Bank of America Merrill Lynch September 2010 - May 2012
TD October 2008 - September 2010
Skills
Government, Finance, Budgets, Project Planning, Capital Markets, Financial Analysis, Financial Modeling, Credit, Retirement Planning, Corporate Finance, Derivatives, Credit Analysis, Loans, Commercial Banking, Risk Management, Retail Banking, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor's Degree, Finance and Economics
Bank of America Merrill Lynch September 1999 - Present
Skills
Banking, Gestión de riesgos, Planificación..., Liderazgo, Gestión de proyectos, Análisis de negocio, Mejora de procesos, Gestión relaciones, Liderazgo de equipos, Servicios financieros, Servicio de atención al..., Gestión de proveedores, Análisis financiero, Microsoft Office, Estrategia, Liderazgo de equipos..., Gestión y motivación de..., Leadership, Business Analysis, Customer Service, Project Management, Risk Management, Financial Analysis, Strategic Planning, Team Leadership, Financial Services
Education
Ryerson University 1994 — 1994
Colombian Centre for Professional Studies 1988 — 1991
Computer Science Engineer
Bank of America May 2015 - Present
Bank of America Merrill Lynch December 2013 - May 2015
Bank of America Merrill Lynch December 2013 - May 2015
Prudential Financial February 2009 - July 2013
PepsiCo November 2008 - February 2009
JPMorgan Chase December 2007 - October 2008
Tata Consultancy Services April 2004 - November 2007
Prudential Financial March 2004 - November 2007
DSQ Software September 1998 - March 2003
DSQ Software January 1998 - August 1998
Skills
Management, Requirements Analysis, SDLC, Project Management, Vendor Management, SOA, Agile Methodologies, Architecture, Software Development, Software Project..., Integration, Business Analysis, IT Strategy, Enterprise Architecture, IT Management, PMP, Solution Architecture, ITIL, Web Services, Requirements Gathering, PMO, Oracle, Business Intelligence, Data Warehousing, Agile Project Management, Java Enterprise Edition, Architectures, DB2, Pre-sales, Data Modeling
Education
Sathyabama University 1995 — 1998
MCA, Computer Application and Project Management
Sathyabama Institute of Science and Technology
Master of Computer Applications (MCA), Computer Programming, Specific Applications
Lockheed Martin January 2015 - Present
Lockheed martin Space Systems Company November 2012 - Present
Lockheed Martin Space Systems Company January 2014 - December 2014
Lockheed Martin Space Systems Company August 2012 - December 2013
Lockheed Martin Space Systems Company January 2012 - July 2012
Lockheed Martin Space Systems Company February 2010 - December 2011
Lockheed Martin Space Systems Company June 2009 - August 2009
DMB Associates June 2008 - August 2008
Bank of America Merrill Lynch June 2007 - August 2007
Skills
Analysis, Management, Leadership, Proposal Writing, Strategic Planning, Finance, Analytics, Portfolio Management, Financial Modeling, Project Management, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Candidate - Master of Business Administration (M.B.A.)
Santa Clara University 2006 — 2009
Bachelor of Science, Commerce Program; Finance
Dos Pueblos High School 2002 — 2006
GED
Stone Harbor Investment Partners April 2013 - Present
Bank of America Merrill Lynch February 2010 - March 2013
Credit Suisse May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Private Equity, Investments, Mutual Funds, Marketing, Microsoft Word, Sales, Management, Accounting, Financial Analysis, Customer Service
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bank of America Merrill Lynch June 2014 - Present
Bridge Bank December 2012 - May 2014
CAL FIRE June 2008 - September 2011
Education
San Jose State University 2008 — 2012
Bachelor of Science (BS), Finance & Economics, Summa Cum Laude & Departmental Honors
Favor 2015 - Present
Favor 2015 - 2015
Uber Technologies 2014 - 2015
Breakout Commerce 2013 - 2015
Barclays Capital 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2008
Dougherty & Company 2005 - 2007
Target Corporation 2004 - 2005
Skills
Start-ups, Investment Banking, Valuation, Social Media, Negotiation, Retail, Writing, Sales, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategy, Equity Research, Equities, Entrepreneurship, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
Saint John's University 2000 — 2004
Fidelity Investments February 2012 - Present
Bank of America Merrill Lynch September 2009 - March 2012
Bank of America May 2008 - September 2009
Bank Of America January 2008 - June 2008
Bank of America April 2006 - January 2008
Skills
Fixed Income, Financial Analysis, Portfolio Management, Derivatives, Trading, Mutual Funds, Bloomberg, Equities, Asset Management, Investments, Analysis, Finance, Investment Management
Education
Saint Anselm College
BA Sociology, Certificates of Study : Spanish, Communications
Bank of America Merrill Lynch March 2011 - Present
Bank of America July 1999 - March 2011
Skills
Mortgage Lending, Series 7, Loans, Credit, Wealth Management, Strategic Financial...
Education
San Francisco State University 1999 — 2003
Bachelor of Science (BS), International Business
CIBC 2014 - Present
Bank Of America - Merrill Lynch 2007 - 2013
Accenture 2005 - 2007
3i Infotech ( formerly ICICI Infotech ) 2002 - 2005
Skills
C#, ASP.NET, .NET
Education
S.P. Jain Institute of Management & Research 2000 — 2002
Masters In Computers Software Applications, Computers
Citi July 2015 - Present
Citi April 2014 - May 2015
BlackRock December 2013 - April 2014
Deutsche Bank October 2013 - December 2013
Bank of America Merrill Lynch January 2013 - September 2013
Eze Castle Integration February 2011 - June 2012
KForce Technology 2007 - 2011
Skills
Project Management, Management, Process Improvement, Business Development, Vendor Management, Leadership, Finance, CRM, Procurement, Risk Management, Analysis, Budgets, Negotiation, New Business Development, Project Planning, Strategic Planning, SEPA, Operational Excellence, Operational Risk..., Agile & Waterfall..., Equities, Business Analysis, Broker Dealer Services, Blotter Reports, 12B-1 fees, ISDA, MSFTA Agreements, Master Bond Agreements, Futures Clearing..., Program Management, Financial Services
Education
Pasco High School
Saint Leo University
Bachelor's Degree, Political Science and Government
Saint Leo University
Master of Business Administration (M.B.A.)
WorldGaming June 2015 - September 2015
Bank of America Merrill Lynch July 2014 - May 2015
Rogers Communications August 2013 - July 2014
Skills
Analytical, Financial Analysis, Corporate Finance, Market Research, Competitive Analysis, Trend Analysis, Variance Analysis, Business Development, Sales, Relationship Management, Strategic Partnerships, Presentations, Business Process..., Business Strategy, Go-to-market Strategy, Bloomberg, Microsoft Excel, Access, Organization Skills, Leadership, Communication
Education
Ryerson University 2012 — 2016
Bachelors of Commerce (BComm)
Bishop Reding Secondary School 2008 — 2012
Ontario Secondary School Diploma
Bank of America Merrill Lynch August 1980 - Present
Education
San Francisco State University
Bachelor's degree
Bank of America Merrill Lynch April 2007 - Present
Goldman Sachs April 2005 - April 2007
ABN AMRO Bank N.V. April 2002 - April 2005
Education
Saint Peter's University 2001 — 2005
B.S., International Business and Trade
Toronto Dominion (TD) Bank October 2014 - May 2015
Scotiabank Global Banking and Markets January 2014 - September 2014
Toronto Dominion (TD) Bank September 2012 - December 2013
Bank of Montreal (BMO) Financial Group April 2012 - June 2012
Bank of America Merrill Lynch June 2008 - March 2012
ADP Canada October 2007 - May 2008
Telus Mobility July 2006 - May 2007
RBC Royal Bank August 2005 - June 2006
RBC Royal Bank October 2003 - July 2005
Education
Chartered Financial Analyst (CFA) Institute 2008 — 2011
CFA, Level 1 - Passed, Finance
Canadian Securities Institute 2007 — 2008
CSC, Finance
Ryerson University 1998 — 2002
BComm, Business Information Systems
Bank of America June 2012 - Present
SOA Software July 2010 - August 2012
DanBri Tech March 2009 - May 2009
Bowne September 2008 - February 2009
SOA Software October 2006 - August 2008
Merrill Lynch September 1996 - October 2006
Bank of America - Merrill Lynch 1996 - 2006
Fidelity Investments June 1994 - September 1996
Wakefern Food Corp January 1992 - January 1994
John Hancock January 1991 - January 1992
Skills
SDLC, DB2, COBOL, WebSphere MQ, PMO, CICS, Oracle, RUP, CMM, SQL, JCL, XML, Project Management, SOA, Scrum, Agile Methodologies, Enterprise Software, MS Project, Software Development, Software Project..., Requirements Analysis, Web Services, Mainframe, Visio, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Warehousing, Integration, Solution Architecture, PMP, Business Analysis, Project Portfolio..., Business Intelligence, Vendor Management, ITIL, Management, Business Requirements, Leadership, Process Improvement, Program Management, Risk Management
Education
Chubb Institute 1986 — 1988
Computer Programming
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Business Administration
First Republic Bank June 2011 - Present
San Diego Police Foundation May 2010 - Present
Bank of America Merrill Lynch April 2009 - June 2011
Crown RV Group May 2004 - January 2009
Freedom Capital June 1998 - August 2007
Southwest Colonial Mortgage 1990 - 1998
Skills
Financial Analysis, P&L responsibility, P&L Responsibility, Commercial Lending, Leadership, Mergers & Acquisitions, P&L Management, Strategy, Investments, Financial Services, Program Management, Budgets, Strategic Planning, Finance, Loans, Business Development, Banking, Private Equity, Due Diligence, Management, Credit, Executive Management, Insurance, Venture Capital, SaaS, Commercial Banking, Wealth Management
Education
UCLA Anderson School of Management 2001 — 2003
MBA, General Business - Real Estate Finance
San Diego State University-California State University 1985 — 1989
B.S., Finance
Bank of America Merrill Lynch December 2014 - Present
Available for work, Ogilvy CommonHealth, McCann RCW, LLNS, DDB Remedy March 2003 - Present
Dun & Bradstreet May 2011 - August 2011
Grey Group May 2007 - December 2007
Medicus July 2006 - November 2006
BBDO January 2005 - July 2006
Y&R Brands March 2002 - January 2003
Saatchi & Saatchi Healthcare January 2000 - February 2002
Wunderman 1999 - 2000
Nelson Communications June 1997 - September 1999
Skills
Outdoor Advertising, Direct Mail, POS, Creative Development, QuarkXPress, Presenter, Promotional Design, Photoshop, TV, E-mail Advertising, Front-end Development, Adobe Creative Suite, Creative Concept..., InDesign, Illustrator, Storyboarding, Dreamweaver, Web Design, Art Direction, Tablet PC, Logo Design, Supervisory Skills, Advertising, Creative Direction, Interactive Advertising, Front-end, Corporate Identity, Television, Graphic Design, Product Development, Creative Strategy, Graphics, Brand Development, Layout, Illustration, Banners, Packaging, Integrated Marketing, Visual Communication, Image Manipulation, Posters, Mac, Typography, Social Media, Brochures, Art, Concept Development, Corporate Branding, Copywriting, Branding & Identity
Education
School of Visual Arts 1979 — 1983
BFA, Advertising Design / Art Education
Bank of America Merrill Lynch December 2014 - Present
Carlor Financial Group May 2013 - December 2014
Morgan Stanley Wealth Management March 2013 - April 2014
TD May 2012 - April 2013
GE CAPITAL July 2004 - July 2012
GE CAPITAL February 2008 - September 2010
Sacred Heart University January 2000 - December 2003
Skills
Financial Reporting, Financial Analysis, Budgeting, Negotiation, Contract Negotiation, Budgets, Investments, Portfolio Management, Strategic Financial..., Financial Risk, Risk Management, Financial Services, Asset Management, Public Speaking, Credit, Microsoft Office, Team Building, Insurance, Credit Analysis, Finance, Management, Accounting, Business Development, Loans, Fixed Income, Analysis, Financial Planning
Education
Sacred Heart University
BS, FINANCE
Sacred Heart University
BS, Business Administration and Management, General
Bank of America Merrill Lynch September 2013 - Present
Bank of America November 2012 - September 2013
Bank of America November 2009 - November 2012
Finish Line June 2003 - May 2010
Skills
Sales, Customer Service, Management, Hiring Employees, Microsoft Excel, Microsoft Word, Outlook, Sales Presentations, Employee Training, Organization, PowerPoint, Goal Oriented, Result Oriented, Selling, Customer Experience, Banking, Treasury Management, Banking Relationships
Education
Sacred Heart University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch February 2015 - Present
SERAPH Corp December 2014 - Present
MSA Investigations December 2014 - Present
Logistics Sustainment Technicians LLC August 2013 - Present
FBI July 1997 - August 2013
FBI January 2010 - January 2012
George C. Marshall Center September 2010 - December 2010
FBI November 2007 - January 2010
FBI October 2004 - November 2007
FBI October 2006 - August 2007
Skills
Cybercrime, Security Clearance, Analysis, Strategy, Project Planning, Training, Counterterrorism, Intelligence Analysis, Security, National Security, Surveillance, Intelligence Community, Military, Organizational..., Human Resources, Police, DoD, Program Management, Private Investigations, Counterintelligence, Public Speaking, Strategic Communications, Weapons of Mass..., Operations Management, Leadership Development, Operations Research, Enforcement, Management, Strategic Planning, Homeland Security, Strategic Leadership, Investigation, International Relations, Risk Management, Policy Analysis, Diplomacy, Protection, Crisis Management, HUMINT, Tactics, Security Management, Defense, Federal Law Enforcement, Firearms, Executive Protection, Law Enforcement..., Criminal Investigations, Security Operations, Government, Intelligence
Education
Norton/Kaplan 2010 — 2010
Cert, Master Strategic Execution and Balanced Scorecard
Saint Joseph's University 1995 — 1999
MS, Criminology/Sociology
George C. Marshall 2010 — 2010
Cert, Advanced Security Studies/International Relations and National Security Studies
West Chester University of Pennsylvania 1987 — 1991
BS, Criminal Justice
Cherokee High School 1984 — 1987
M.S Criminology, College/University Preparatory and Advanced High School/Secondary Diploma Program
Broker-dealer March 2014 - Present
Fitch Ratings July 2013 - December 2013
Bank of America Merrill Lynch July 2011 - June 2013
Fitch Ratings April 2011 - July 2011
Depfa Bank July 2010 - April 2011
Radian Asset Assurance 2007 - 2009
FGIC 2004 - 2007
Financial Guaranty Insurance Co. 2004 - 2007
The Dreyfus Corporation July 1991 - October 2004
J.J. Kenny Co. 1988 - 1991
Skills
Hospitals, Bonds, Investments, CCRCs, HMOs, Writing, Credit, Managerial Finance, HMO, Credit Analysis, Analysis, Portfolio Management, Risk Management, Fixed Income, Insurance, Capital Markets, Derivatives, Process Improvement, Bloomberg, Securities, Valuation, Investment Banking, Credit Risk, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Structured Finance, Equities, Asset Management, Financial Structuring, Emerging Markets, Equity Research, Securitization, Private Equity, Structured Products, Financial Markets, Due Diligence, Series 7, Financial Services, Credit Derivatives, Investment Management, Asset Allocation, Corporate Finance, Investment Strategies, Options, Market Risk, Series 63, Wealth Management, FX Options
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Yale University 1978 — 1985
PhD, Philosophy
Sarah Lawrence College 1971 — 1976
A.B.
Dwight-Englewood School
high school
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
VICE Media, LLC March 2015 - Present
Carolyn Frisch May 2010 - Present
Bank of America Merrill Lynch September 2013 - Present
Transistor Studios January 2014 - Present
m ss ng p eces April 2012 - January 2014
Light of Day VFX December 2011 - April 2013
My Active Driveway 2011 - 2012
Joshua Frankel at My Active Driveway February 2011 - May 2011
Lifelong Friendship Society 2011 - 2011
Mark Batty Publisher April 2008 - December 2009
Skills
Motion Design, Title Design, Cover Art, Vector Illustration, Pixel Art, Typography, Digital Compositing, Illustrator, Storyboarding, Photo Editing, Photoshop, After Effects, Illustration, InDesign, Hand Drawing, Editorial Illustration, Book Design, Animation, Motion Graphics, Graphic Design, Digital Illustration, Adobe Creative Suite, Advertising, Music Videos, Concept Design, Drawing, Visual Effects, Special Effects, Graphics, Film, Layout, DIY, Hand Made, Digital Media, Branding & Identity, Video, Compositing, Image Editing
Education
School of Visual Arts 2010 — 2010
Animation / Motion Graphics
University of Memphis 2000 — 2005
BFA, Graphic Design
Merrill Lynch 2012 - Present
Morgan Stanley Smith Barney 2010 - November 2012
Bank of America Merrill Lynch 2007 - 2010
Wells Fargo 2004 - 2007
Skills
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic Financial..., Banking, Series 7, Finance, Public Speaking, Mortgage Lending, Asset Based Lending, Long Term Care Insurance, Business Lending, Estate Planning, Asset Management, Investment Advisory, Wealth Management..., Financial Modeling, Asset Allocation, Loans, Securities, Retirement, Financial Planning
Education
San Jose State University 2001 — 2005
BS, Business Management
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch September 2010 - Present
Bank of America Merrill Lynch August 2007 - September 2010
Bank of America Merrill Lynch February 2006 - August 2007
Peace Corps October 2003 - October 2005
Skills
Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Team Building
Education
San Francisco State University 1998 — 2002
Bachelor's Degree, Photography, 3.5
Rabobank April 2014 - Present
American River Bank December 2013 - March 2014
Bank of America January 2011 - June 2013
Bank of America Merrill Lynch January 2010 - January 2011
Bank of America December 2004 - December 2009
US Bank August 2003 - August 2004
Wells Fargo Bank February 2002 - July 2003
Bank of America October 1989 - January 2002
Wells Fargo and Crocker Bank August 1976 - September 1989
Skills
Commercial Lending, Commercial Mortgages, Commercial Banking, Loans, Lines Of Credit, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Business Development, Middle Market, Asset Based Lending, Real Estate
Education
Pacific Coast Banking School 1985 — 1987
Stanford University Graduate School of Business 1974 — 1976
Business/Commerce, General
Santa Clara University - Leavey School of Business 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch July 2013 - Present
Bank of America July 2009 - July 2013
Bank of America Home Loans April 2009 - July 2009
Countrywide July 2008 - April 2009
Countrywide Financial August 2007 - June 2008
ThoughtWorks Inc March 2005 - July 2007
Systemtec April 2000 - March 2005
Colonial Supplemental Insurance 2002 - 2004
SCT 2000 - 2002
HealthMagic January 1997 - April 2000
Skills
Agile Project Management, Agile Methodologies, SDLC, Scrum, Software Project..., Architecture, Integration, Software Development, SQL, Data Modeling, Enterprise Architecture, Requirements Analysis, C#, Databases, Visio, Solution Architecture, SOA, .NET, Data Warehousing, Business Analysis, IT Strategy, Microsoft SQL Server, Requirements Gathering, Enterprise Software, Architectures, Business Intelligence, Web Services, Database Design
Education
Ryerson University 1980 — 1981
Computer Science
Esquimalt High School 1977 — 1978
Dogwood
Caledonia Senior Secondary 1976 — 1977
none
Tony La Russa's Animal Rescue Foundation 2006 - Present
Clayton Library January 2012 - November 2012
Bank of America Merrill Lynch June 1974 - June 2006
Bank of America 1974 - 2006
Skills
Fundraising, Volunteer Management, Community Outreach, Nonprofits, Public Speaking, Tutor, Humane Education, Program Development, Board Development, Event Planning, Public Relations
Education
San Francisco State University 1974 — 1978
BA, English
Bank of America Merrill Lynch February 2001 - Present
Xpedior January 2000 - December 2000
Franklin Templeton Investments July 1997 - December 2000
Franklin Templeton Investments 1996 - 1997
Franklin Templeton Investments 1995 - 1996
Skills
Back Office, Capital Markets, Business Analysis, Derivatives, Equities, Fixed Income, IT Strategy, Insurance, Investment Banking, Management, Mutual Funds, PMP, Program Management, SDLC, Trading Systems, Software Project..., Vendor Management, Series 7
Education
Santa Clara University 1997 — 2000
MBA, Masters in Business Administration - Information Systems Management and Design/Innovation
University of California, Davis 1990 — 1994
BA, International Relations with World Trade, French
Bank of America Merrill Lynch 2005 - Present
Skills
Electronic Trading, Equities, Series 7
Education
Saint Louis University 1985 — 1993
Bank of America Merrill Lynch June 2014 - Present
Rebate4U Inc. January 2014 - May 2014
Skills
Microsoft Excel, Time Management, Customer Service, Sales, Marketing, Teamwork, Negotiation, Risk Management, Leadership, Management, Microsoft Office, Finance, Outlook, Merchandising, Microsoft Word, Social Networking, Training, Real Estate, PowerPoint, Social Media, Recruiting, Event Planning, Market Research, Team Leadership, Social Media Marketing, Coaching, Analysis, Public Speaking, Critical Thinking, Team Work, Inventory Management, Data Analysis, Leadership Development, Facebook, Event Management, Team Building, Public Relations, Marketing Strategy, Research, Financial Analysis, Human Resources, Interviews, Marketing Communications
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Canadian Securities Institute
Canadian Securities Course
Prudential Financial June 2015 - Present
Prudential Financial April 2014 - June 2015
Prudential Financial January 2011 - April 2014
Prudential Financial June 2010 - December 2010
Bank of America Merrill Lynch May 2009 - August 2009
D&B Engineering June 2008 - January 2009
Hospital Engineering Society September 2006 - May 2008
Skills
Project Management, Management, Analysis, Microsoft Excel, Communication, Finance, Investments, Retirement, Compliance, Trade Compliance, Outlook, PowerPoint, Access, Marketing, Microsoft Word, Spreadsheets, Event Management, Customer Service, Database Administration, Newsletters, Maple, Editing, Microsoft Office, Software Documentation, Photography, SharePoint, Budgets, Sales
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Master of Business Administration (M.B.A.), Supply Chain Finance
Seton Hall University 2007 — 2010
Bachelor of Science, Business Administration; Finance
ICONIQ Capital March 2013 - Present
Bank of America December 2009 - March 2013
Bank of America Merrill Lynch May 2007 - December 2009
The Advisory Group of SF, LLC October 2003 - May 2007
National Earthquake Engineers November 2001 - May 2002
Skills
Customer Relations, Outlook, Excel, Microsoft Office, Word, PowerPoint, Equities, Investments, Customer Service, Microsoft Word, Account Management, Business Planning, Microsoft Excel, Project Management, Office Management, Fixed Income, Relationship Management, Management, Hedge Funds, Marketing
Education
San Francisco State University 1997 — 2001
BS, Business Administration and Marketing
Bank of America Merrill Lynch February 2012 - Present
Discount Retail Store Services 2011 - 2012
Wells Fargo September 2007 - May 2009
World Affairs Council of Northern California September 2003 - May 2007
Skills
Speak, read, and write,..., Sales / Closing, Negotiation, Customer Service, Small Business, Sales, Public Speaking, Finance, Leadership, Training, Retail, Microsoft Office
Education
San Francisco State University 2000 — 2005
B.S., International Relations
Universidad Complutense de Madrid 2002 — 2003
European Economic and Political Union Studies, European Political & Economic Studies
Bishop Mora Salesian High School 1995 — 1999
G.E., General Education
Bank of America Merrill Lynch June 2011 - Present
Skills
Sales, Financial Analysis, Customer Service, Strategic Planning, Sales Management, Risk Management, Asset Managment, Marketing, New Business Development, Banking, Microsoft Excel, Credit, Finance, Marketing Strategy, Team Building, Portfolio Management, Account Management, Microsoft Office, Business Development, Start-ups, Investments, Trading, Forecasting, Asset Management
Education
Saint Mary's University of Minnesota 2003 — 2007
Bachelors, Economics & Business Management/Entreprenuership
St. Mary's University of Minnesota (London, England) 2005 — 2006
Bachelor of Science (BS), Economics
Regal Wine Company December 2013 - Present
San Diego State University Library September 2010 - May 2013
Bank of America Merrill Lynch January 2011 - June 2011
Skills
Direct Sales, Marketing, Teamwork, Customer Service, Sales, Account Management, Outside Sales, Territory Management, Employee Training, Training, Relationship Building, Client Rapport, Customer Satisfaction, Client Relations, Wine, Wine Tasting, Communication, Business Planning, Personal Development, Build Strong..., Retail Displays, Team Leadership, Portfolio Management, Sales Presentations, Return on Investment, Organization Skills, Time Management, Libraries, library circulation, Front Office, Wine Education, Economics, Econometrics, Economic Research, Health Economics, Development Economics, Marketing Communications, PowerPoint
Education
San Diego State University-California State University 2008 — 2013
Bachelor’s Degree, Economics
Palm Desert High School 2004 — 2009
Bank of America Merrill Lynch July 2015 - Present
Santa Clara University March 2012 - June 2015
Bank of America Merrill Lynch June 2014 - August 2014
Oracle June 2013 - August 2013
Santa Clara University November 2012 - April 2013
Santa Clara University April 2012 - April 2013
Skills
Customer Service, Team, Microsoft Office, Research, Leadership, Advertising, English
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Finance
IES Abroad European Union 2013 — 2013
Bozeman High School 2007 — 2011
4.0 Unweighted GPA
Bank of America Merrill Lynch 2013 - Present
U.S. Department of the Treasury 2006 - 2011
Skills
Auditing, Government, Policy, Microsoft Excel, Account Reconciliation, Tax, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Tax Preparation, Research, Outlook, Training, Project Management, Business Analysis, Business Process..., Management, Tax Law, Call Centers, Leadership, Marketing, Team Building, Banking, Budgets, Event Planning, Social Media, Strategic Planning, Social Networking
Education
Saint Leo University 2001 — 2005
BA, Business Administration Marketing
Saint Leo University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
MSCI Inc. August 2014 - Present
Stack Overflow May 2013 - April 2014
Bank of America Merrill Lynch December 2010 - May 2013
Integrity Health October 2008 - November 2010
ABN AMRO December 2006 - December 2007
Skills
Start-ups, Finance, Hedge Funds, Sales, Customer Service, Investments, Risk Management, Microsoft Excel, Alternative Investments, Sales Operations, Market Research, Management, Salesforce.com, Lead Generation, Creative Problem Solving, Private Equity, Negotiation, Sales Management, Financial Analysis, Equities, Cold Calling, Account Management, Leadership, Problem Solving, Email Marketing, Marketing, CRM, Time Management, Analysis, Project Management, Sales Process, Selling, New Business Development, Capital Markets, Operations Management, Asset Allocation, Series 7, Precious Metals, Business Development, Relationship Management, Financial Services, Indexing, Fixed Income, ETFs
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science (BS), Finance
2015 Level I Candidate in the CFA Program
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch April 2011 - October 2014
Mercantila May 2010 - April 2011
Skills
Financial Modeling, Credit Analysis, Financial Statement..., Financial Projection, Financial Analysis, Banking, Data Analysis, Forecasting, Business Strategy, Microsoft Excel, Analysis, Financial Reporting, Business Development, Accounting, Analytics, Competitive Analysis, Credit, Investments, Financial Risk
Education
San Francisco State University 2008 — 2011
MBA, MBA
University of California, Davis 2004 — 2008
Bachelor, Managerial Economics
Bank of America Merrill Lynch September 1985 - Present
Education
San Jose State University 1975 — 1977
ABN AMRO Bank N.V. November 2013 - Present
Rabobank Utrecht May 2011 - October 2013
Bank of America Merrill Lynch March 2009 - May 2011
Merrill Lynch September 2004 - March 2009
Merrill Lynch April 2002 - September 2004
Global Crossing April 2000 - April 2002
UBM plc April 1998 - April 2000
Skills
Commodities, Soft Commodities, Oil&Gas, Risk Management, Credit Risk, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Credit, Financial Structuring, Derivatives, Portfolio Management, Financial Risk, Trading, Structured Finance, Capital Markets, Underwriting, Asset Based Lending, Trade Finance, ISDA, Commodity, Bloomberg, Leveraged Finance, Banking, Loans, Finance, Corporate Finance
Education
Saint Peter's University 1993 — 1998
Bachelor of Science, Economics
Bank of America Merrill Lynch June 2011 - Present
Union Bank June 2006 - June 2009
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Relationship Management, Underwriting, Financial Statement..., Treasury Management, Fund Accounting, Financial Modeling, Project Management, Foreign Exchange, Capital Markets
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
San Diego State University-California State University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
United States Marine Corps August 2013 - May 2014
United States Marine Corps September 2011 - August 2013
United States Marine Corps June 2006 - August 2011
Skills
Military Operations, Management, Command, Military, Military Experience, Force Protection, Operational Planning, National Security, Top Secret
Education
University of San Diego 2012 — 2015
Master of Business Administration (M.B.A.) Candidate, Banking, Corporate, Finance, and Securities Law
San Diego State University-California State University 2002 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.85
Bank of America Merrill Lynch June 2009 - Present
Coral Bay Consulting March 2009 - Present
UNC Charlotte December 2013 - May 2015
ettain group August 2001 - April 2009
YOUcentric October 2000 - August 2001
SmartAge July 2000 - September 2000
MarketingTeam/Endpoint! Marketing Information Services April 1995 - July 2000
Wayne Wilson Consulting September 1991 - July 2000
Commerce Clearing House (CCH) December 1989 - April 1992
US Army August 1983 - August 1987
Skills
Solution Architecture, Java, Java Enterprise Edition, Databases, Oracle, Microsoft SQL Server, SQL, .NET, SDLC, XML, Software Development, Application Architecture, ASP.NET, CRM, Weblogic, Analysis, Web Development, Enterprise Architecture, Integration, Technical Leadership, ASP.NET MVC, jQuery, HTML, Management, Leadership, ASP.NET AJAX, MySQL, Consulting, JBoss Application Server, Oracle SQL, Enterprise Mobility, Social CRM, knockout.js, LINQ, iOS development, PHP, Web Services, Microsoft Dynamics CRM, Salesforce.com, Appian
Education
University of North Carolina at Charlotte 2006 — 2009
MS, Information Technology
San Jose State University 1998 — 2000
Grad Certificate, Client/Server Computing
University of California, Berkeley 1991 — 1993
Ph.D. Program, Slavic Linguistics
University of California, Santa Barbara 1987 — 1989
BA, Russian Language and Literatures
Greenfield High School 1980 — 1983
Diploma
Identifix, Inc. May 2015 - Present
DriveTime October 2014 - April 2015
Bank of America Merrill Lynch August 2011 - June 2014
Power Home Remodeling Group May 2010 - April 2011
Self Employed August 2009 - January 2011
Skills
Trading, Options, Financial Risk, Bonds, Marketing, Outlook, Microsoft Excel, Back Office, Account Reconciliation, Teamwork, Research, Client Services, Risk Management, Budgets
Education
Saint Joseph's University 2005 — 2009
Bachelor of Arts (B.A.), English with a Writing concentration
Penncrest High School 2001 — 2005
Mitsubishi UFJ Securities July 2015 - Present
Rockwood Equity Partners March 2015 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
AUA Private Equity Partners February 2014 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
BGC Partners July 2012 - August 2012
United States Marine Corps April 2007 - January 2012
WW1 Source December 2008 - July 2009
The Trenches - Half-Life Mod 2004 - 2006
Skills
Leadership, Microsoft Excel, Analysis, Microsoft Office, Project Planning, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, Training, Valuation, Economics, Organization, Project Management, Leadership Development, Critical Thinking, Team Management, Military, Mergers & Acquisitions, Equities, Credit Analysis, Capital IQ, Security Clearance, Econometrics, Credit, Financial Analysis, Capital Markets, Corporate Finance, Private Equity, Factiva, Pivot Tables, Finance, Management
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (BA), Economics
San Diego Miramar College 2011 — 2011
Bishop Blanchet High School
Villa Academy
Bank of America Merrill Lynch January 2013 - Present
Freelance Artist June 2012 - Present
Think Direct Marketing Group May 2011 - June 2012
AEON February 2010 - March 2011
Skills
Graphic Design, Illustration, Art, Comics, Illustrator, Adobe Creative Suite, Photoshop, Creative Writing, Fine Art, Painting, Web Design
Education
Savannah College of Art and Design
Bachelor of Fine Arts (BFA), Sequential Art
ClearLight Partners July 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
WTAS June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Portfolio Management, Investments, Mergers & Acquisitions, Series 63, Series 7
Education
Santa Clara University 2007 — 2011
Bachelor of Science (BS), Accounting and Information Systems
Bank of America Merrill Lynch 2007 - Present
Wells Fargo Bank 2006 - 2007
Bank of the West 2004 - 2006
Bank of America 1999 - 2004
Skills
Banking, Portfolio Management, Sales, CRM, Strategy, Cash Management, Relationship Management, Management, Selling, Marketing, Financial Services, Credit, Budgets, Loans, Treasury Management
Education
San Francisco State University 1994 — 1998
BA
Sony Music Entertainment Services May 2014 - January 2015
Accura Business Solutions, Inc January 2014 - April 2014
Yehezkel October 2012 - January 2014
4G Management, LLC March 2010 - October 2012
Bank of America Merrill Lynch March 2007 - March 2010
Verizon June 2006 - February 2007
Bear, Stearns & Co. Inc. September 2001 - October 2004
Skills
Auditing, Due Diligence, Internal Controls, CPA, Project Management, Analysis, Financial Analysis, Budgets, Microsoft Office, Accounts Receivable
Education
Saint Peter's University
Master of Science, Accountancy
Saint Peter's University
Bachelor of Science, Business Administration
Somerset Stores June 2013 - Present
Somerset Stores May 2012 - May 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Business Process..., Labor Management Systems, Microsoft Office, Competitive Analysis, Marketing Research, Product Marketing
Education
Saint Joseph's University 2009 — 2013
Bachelor's of Science, Food Marketing
Sullivan County High School 2006 — 2009
Snowden Lane Partners August 2014 - Present
Bank of America Merrill Lynch 1983 - 2014
Woodward and Dickerson February 1983 - November 1983
Xerox Corporation January 1981 - February 1983
Skills
Alternative Investments, Asset Management, Business Development, ETFs, Cash Management, FINRA, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 24, Series 63, Series 7, Strategy, Strategic Financial..., Uniform Combined State..., Wealth Management, Asset Allocation, Mutual Funds, Financial Planning
Education
Saint Joseph's University 1978 — 1981
BS, Marketing Management
Archbishop ryan
Patrick Bennett & Assoc, Inc 1997 - Present
Bank of America Merrill Lynch April 2004 - September 2011
Smith Barney Citigroup 1998 - 2004
Skills
Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Advisory, Estate Planning, Investment Strategies, Finance, Insurance
Education
St. Mary's College of California 1987 — 1991
Bachelor of Arts (B.A.), History English, Cum Laude
St Lawrence Academy (Middle & High School)
Deutsche Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Citi April 2010 - December 2010
Morgan Stanley Smith Barney September 2009 - April 2010
St John's University Information Technology August 2007 - June 2009
Goldman Sachs Group May 2008 - August 2008
St John's University August 2007 - May 2008
Skills
Bloomberg, Credit Risk, Swaps, Credit Derivatives, VBA, Microsoft Excel, SAS, Macroeconomics, Microsoft Office, Modeling, Derivatives, Fixed Income, Interest Rate..., Equity Derivatives, Financial Modeling, Risk Management, Financial Risk, Trading, Portfolio Management, Access
Education
Saint John's University 2005 — 2009
B.Sc, ACTUARIAL SCIENCE
Starehe Boys Center, Nairobi Kenya 2000 — 2003
Bank of America Merrill Lynch July 2012 - Present
Skills
Non-profits, Public Speaking, Volunteer Management, Event Planning, Event Management, Nonprofits, Fundraising, Marketing Strategy, International Relations, Community Outreach, Strategy, Strategic Planning, Social Media, Marketing Communications, Public Relations
Education
IE Business School 2010 — 2011
MBA
Santa Clara University 2002 — 2006
BSC, Marketing
Mayfield Senior School
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
US Securities and Exchange Commission June 2012 - August 2012
Wellesley College September 2011 - May 2012
Wellesley College May 2011 - May 2012
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Institut d'Etudes politiques de Paris / Sciences Po Paris
Bank of America Merrill Lynch December 2010 - July 2015
Bank of America December 2000 - December 2010
Christianity.com 2000 - 2000
TangGang Electronic Co. Ltd., China December 1994 - July 1997
Skills
Java, SQL, UML, SDLC, Unix scripting, Web Development, Perl, Project Management, Agile Application..., Risk Management, Process Improvement, Databases, Web Services, SOA, Unix, Defensive Programming -..., Business Analysis, TDD and Continuous..., J2EE, Eclipse, RAD ( Rational..., Subversion, ClearCase, Autosys, Linux, ASP.NET, IBM AS/400, Data Modeling, n-tier web architecture, Distributed Systems, ANT, Maven
Education
San Francisco State University 2000 — 2013
Master's degree, Computer Science
University of Science and Technology Beijing 1990 — 1993
Master's degree, Computer Science
University of Science and Technology Beijing
Bachelor's degree, Computer Science
Oracle 2012 - Present
Datalytics Technologies (formerly known as RapidDecision Software) 2012 - 2012
Andrews Consulting Group 2012 - 2012
World Economic Forum 2010 - 2011
Bank of America Merrill Lynch 2005 - 2010
Dynamo Analytics 2003 - 2004
QRS Software Corporation 2003 - 2003
BiosGroup Incorporated 2001 - 2001
E*TRADE Financial 1999 - 2000
Cambridge Management Consulting, a Division of Cambridge Technology Partners (CTP) 1996 - 1999
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
St. Mary's College of California 2004 — 2005
MS
Stanford University 1987 — 1991
BA
Stanford Federal Credit Union August 2015 - Present
Bank of America Merrill Lynch March 2014 - August 2015
Bank of America Home Loans October 2012 - February 2014
Bank of America October 2006 - October 2012
FedEx Office April 2005 - October 2006
Skills
Retail Banking, Leadership, Sales Management, Mortgage Banking, Relationship Management, Loans, Consumer Lending, Strategic Planning, Treasury Services, Small Business Lending, Customer Retention, Banking, Project Management, Portfolio Management, Credit, Risk Management, Finance, Business Development, Product Development, Commercial Banking
Education
San Jose State University 2001 — 2006
B.S., Finance
Mountain View High School 1998 — 2001
Valiant Capital Management, LP April 2011 - Present
Bank of America Merrill Lynch February 2007 - April 2011
Merrill Lynch April 2005 - February 2007
Merrill Lynch May 2004 - April 2005
Banc of America Securities July 2003 - May 2004
Education
University of San Francisco
MS, Financial Analysis
Santa Clara University
BS, Engineering
Santa Clara University
BS, Finance
De La Salle High School
Bank of America Merrill Lynch August 2014 - Present
JPMorgan Chase Bank, N.A. August 2012 - August 2014
Education
San Jose State University 2000 — 2005
Bank of America Merrill Lynch July 2013 - Present
CHSR Enterprises LLC April 2008 - April 2013
Eidesis Capital LLC July 2005 - April 2008
HSBC January 2004 - May 2005
Morgan Stanley 1999 - 2000
Skills
Hedge Funds, Account Reconciliation, Accounting, Valuation, Portfolio Management, Auditing, Due Diligence, Accounts Payable, Forecasting, Banking, Payroll, Tax, Securities, Equities, Mutual Funds, Bloomberg, Training, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Financial Statements, Finance, Corporate Finance, US GAAP, Bank Reconciliation, Cash Management
Education
Saint Peter's University 2000 — 2003
BS, Accounting
St. Peter's College 1999 — 2003
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch December 2014 - Present
Bank of America July 2013 - Present
Bank of America 2008 - Present
Bank Of America Merill Lynch September 1998 - Present
ML- Bank of America 1998 - Present
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Risk Management, Business Analysis, Portfolio Management, Electronic Trading, Credit Derivatives, Equity Derivatives, FX Options, SDLC, Trading, Banking, Financial Services, Financial Risk, Hedge Funds, Market Data
Education
colegio 28 de mayo 1979 — 1985
Accounting - Certified accountant
St. Peter's College
Bachelor of Science - Computer Science
Bank of America Merrill Lynch April 2015 - Present
Skills
Credit Analysis, Underwriting, Portfolio Management, Cash Flow Analysis, Leveraged Finance, Financial Modeling, Financial Analysis, Syndicated Loans, Business Strategy, Capital Markets, Cash Flow, Commercial Banking, Credit, Credit Risk, Due Diligence, Finance, Financial Risk, Investments, Risk Management, Syndications
Education
Saint Bonaventure University 2001 — 2005
BBA, Finance; minor in Economics
Bank of America November 2014 - Present
Bank of America August 2012 - November 2014
Bank of America Merrill Lynch March 2005 - August 2012
Bank of America July 2001 - March 2005
State Street December 1998 - July 2001
ITS Associates October 1997 - December 1998
GMO January 1996 - October 1997
Skills
Program Management, Brokerage Conversion, Strategic Technology..., Business Analysis, Data Management, Testing, Project Management, Mergers & Acquisitions, Application Portfolio..., Mobile Technology, Online Programs, Personnel Management, Team Leadership, Outsourcing, CRM, Analysis, Strategy, Risk Management, SDLC, Management, Banking, Vendor Management
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2012
Executive Education Program
Salve Regina University 1990 — 1994
BS, Accounting
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch January 2013 - June 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America Merrill Lynch March 2006 - June 2009
Skills
Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Valuation, Bloomberg, Derivatives, Financial Analysis, Corporate Finance, Intex, Credit Analysis, Asset Backed Financing
Education
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
SDA Bocconi 2003 — 2003
Janney Montgomery Scott March 2010 - Present
Bank of America Merrill Lynch February 2008 - April 2010
WaMu Capital Corp March 2007 - January 2008
The Winter Group June 2004 - January 2007
Skills
Valuation, Trading, Mortgage Lending, ABS, Fixed Income, Series 7, Capital Markets, Series 63, Bloomberg, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Investments, Asset Management, Mutual Funds, Financial Analysis, Bonds, Derivatives
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance, Economics Minor
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2011 - June 2013
JPMorgan Chase December 2005 - April 2011
BNY Mellon August 2004 - December 2005
BNY Mellon June 1999 - August 2004
Citibank, N.A. April 1994 - June 1999
Provident Mutual Life Insurance Co. August 1984 - April 1994
Prudential Insurance Company of America July 1982 - August 1984
Skills
Business Development, Investments, Financial Services, Leadership, Securities, Investment Management, Cash Management, Securities Lending, Hedge Funds, Equities, Alternative Investments, Relationship Management, New Business Development, Strategy, Portfolio Management, Asset Management, Asset Managment, Fixed Income, Capital Markets, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1994
MBA, Finance, General
University of Scranton 1978 — 1982
Bachelor of Science (BS), Accounting
Bank of the West October 2012 - Present
Bank of America Merrill Lynch March 2010 - July 2012
TD Ameritrade December 2007 - July 2009
Wells Fargo Investments May 2002 - December 2007
Skills
Retirement Planning, Investments, Series 7, Finance, Retail Banking, Financial Services, Strategic Financial..., Portfolio Management, Mortgage Lending, Management
Education
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science (B.S.), Finance
Chinese School
Bank of America Merrill Lynch October 2013 - Present
Bank of America December 2011 - October 2013
Citibank October 2008 - December 2011
Citibank August 2005 - October 2008
Skills
Portfolio Management, Loans, Small Business, Banking, Customer Satisfaction, Financial Services, Investment Banking, Sales, Insurance, Series 6, Mergers & Acquisitions, Account Management, Small Business Lending, Commercial Lending, Credit
Education
Saint Mary's College of California 2001 — 2005
BS, Business Administration
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch September 2010 - November 2011
Emerging Health Information Technology June 2010 - September 2010
Emerging Health Information Technology October 2006 - June 2010
Memorial Sloan-Kettering Cancer Center 2000 - 2006
Quantitative Technologies, Inc. 1998 - 2000
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
High Technology High School
Bank of America Merrill Lynch November 2009 - Present
TEKsystems March 2006 - November 2009
Education
Saint Peter's University
Bank of America Merrill Lynch January 2009 - Present
Bank of America Merrill Lynch June 2005 - Present
Citi March 1997 - September 2000
Skills
Credit, Portfolio Management, Credit Analysis, Commercial Lending, Underwriting, Credit Risk, Commercial Banking, Loans, Risk Management, Customer Service, Capital Markets, Financial Modeling, Financial Risk, Project Management, Finance, Microsoft Excel, Treasury Management, Financial Analysis, Relationship Management
Education
San Francisco State University
Bachelor’s Degree, Finance
Bank of America Merrill Lynch September 1983 - Present
Skills
Mergers & Acquisitions, Capital Markets, Strategic Planning
Education
Santa Clara University
Bank of America - Merrill Lynch April 2011 - March 2015
Bank of America - Merrill Lynch (MLPF&S) April 2008 - March 2011
Skills
Accounting, Corporate Finance, Derivatives, Equity Derivatives, Portfolio Management, Risk Management, Credit Risk, Bloomberg, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Trading, Banking, Fixed Income, Investment Banking, Financial Risk, Equities, Investments
Education
Saint Xavier University
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch June 2000 - Present
Education
Southern Methodist University 1998 — 2000
MBA, Finance
Santa Clara University 1991 — 1995
BS, Accounting
Jesuit
Bank of America Merrill Lynch April 2011 - Present
Axiom SL January 2010 - May 2011
Moody's Analytics January 2009 - April 2011
RBC Capital Markets October 1996 - October 2008
Nomura Securities Inc 1993 - 1996
Skills
IT Strategy, SDLC, Electronic Trading, Trading Systems, Portfolio Management, Software Development, Reference Data, Low Latency, Vendor Management, Project Management, Software Project..., Requirements Gathering, Risk Management, Integration, Fixed Income, Business Analysis, Back Office, Outsourcing, Derivatives, Business Intelligence, Equities, Sybase, Management, Capital Markets, Strategy, Prime Brokerage, Investment Banking, Securities, Equity Derivatives, Financial Markets, Requirements Analysis, Banking, Enterprise Architecture, Project Portfolio..., Exchange Connectivity, PMO, Financial Services, Options, Information Technology
Education
UT Arlington
MS
S.P. Jain Institute of Management & Research
Sardar Patel University
BE
Bank of America Merrill Lynch 1995 - February 2013
NationsBank 1989 - 1995
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Payments, Risk Management, Credit Cards, Relationship Management, Financial Risk, Treasury Services
Education
Salem College
BA English
Bank of America Merrill Lynch April 2015 - Present
Skills
Capital Markets, Valuation, Investment Banking, Mergers & Acquisitions, Portfolio Management, Credit, Finance, Equities, Private Equity, Loans, Credit Analysis, Banking, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Customer Service, Due Diligence, Commercial Lending
Education
San Jose State University 1985 — 1988
BS, Business Finance / Economics
AJ Finello Consulting LLC June 2009 - Present
Fidelity Investments April 2012 - January 2013
Bank of America Merrill Lynch January 2011 - April 2012
Deutsche Bank May 2010 - October 2010
Citigroup November 2009 - March 2010
Deutsche Bank June 2009 - July 2009
Infiniti Information Services, Inc January 2004 - June 2009
Citigroup November 2007 - February 2008
Albridge Solutions, Inc. November 2006 - May 2007
Citigroup – Global Corporate Investment Banking (GCIB), NYC 2005 - 2006
Skills
Requirements Analysis, Data Modeling, Integration, Data Warehousing, Databases, ETL, Data Analysis, Visio, Data Quality, SDLC, Business Process, Business Intelligence, Leadership, Data Integration, Access, Fixed Income, Software Development, Analysis, Enterprise Architecture, Management, Data Management
Education
Saint Peter's University
BS Management, Business management, marketing, IT
Bank of America Merrill Lynch April 2014 - Present
Argent Energy Trust November 2012 - April 2014
QED Energy Training, LLC June 2012 - November 2012
Vizms June 2009 - December 2010
Heritage Bank of Commerce August 2007 - February 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, SAP, Cash Flow, Cost Accounting, Financial Reporting, Finance, Loans, General Ledger, Budgets, Banking, Variance Analysis, Forecasting, Business Strategy, Accounting, Credit, Strategic Planning, Financial Risk, Access, PowerPoint, Process Improvement, Analysis, Oil & Gas Industry, Account Reconciliation, Energy, Microsoft Excel, Data Analysis
Education
University of Houston-Victoria 2011 — 2012
MBA, Finance and Entrepreneurship, 3.94
San Jose State University 2005 — 2007
BS in Business Administration, Finance
Pittsburg High School
Auto Injury Solutions September 2014 - Present
Bank of America Merrill Lynch December 2012 - Present
iTrade Risk & Insurance Services January 2012 - November 2012
Merrill Lynch August 2011 - December 2011
Concentra Auto Injury Solutions January 2007 - June 2011
Leo TechnoSoft, PVt. Ltd June 2004 - December 2006
HKInfoCom April 2003 - June 2004
Skills
ASP.NET, C#, jQuery, WCF, Microsoft SQL Server, WPF, XML, VB.NET, .NET, Web Services, AJAX, LINQ, JavaScript, ASP.NET MVC, TFS, ADO.NET, JSON, ASP.NET AJAX, Entity Framework, MVC
Education
Sardar Patel University
MCA, Computer Application
Sardar Patel University
Bachelor of Science, Mathematics
Redbone Software May 2006 - Present
Bank of America - Merrill Lynch May 2006 - Present
Lehman Brothers June 2005 - May 2006
Microsoft Corporation December 1996 - June 2005
Microsoft Corporation March 1994 - December 1996
Calera Recognition Systems 1991 - 1994
AT&T 1988 - 1989
Skills
.NET, Win32 API, Software Development, Enterprise Architecture, Web Services, Architecture, Distributed Systems, WCF, SDLC, ASP.NET, Agile Methodologies, Microsoft SQL Server, C Programming, C++ Programming, C# Programming, Threading and..., MAPI, Algorithms, SOA, SOAP, XML, XML Schema, XSD, CVS, COM
Education
Santa Clara University 1989 — 1990
Computer Science
University at Buffalo 1981 — 1988
BS, Electrical Engineering/Computer Science
Fix Our Ferals January 2013 - Present
Bank of America Merrill Lynch October 2010 - July 2013
Bank of America 1994 - February 2011
Dai-Ichi Kango Bank, Ltd - San Francisco Agency 1992 - 1994
Skills
Credit, Loans, Portfolio Management, Banking, Animal Surgery, Leadership, Animal Behavior, Team Building, Situational Leadership
Education
San Diego State University-California State University 1981 — 1985
Business Administration, Finance
Bank of America Merrill Lynch May 2013 - June 2014
Makosi May 2012 - December 2012
Merrill Lynch Global Bank Group September 2009 - July 2011
Merrill Lynch International March 2008 - July 2009
Merrill Lynch Global Wealth Management Group June 2004 - March 2008
Mellon Bank 2001 - 2004
Skills
Collateral Management, Mutual Funds, Securities, Risk Management, Credit Analysis, Financial Risk, Fixed Income, Portfolio Management, Certified Nursing...
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
Bachelor, Sociology & Psychology
St. Peter's Prepatory 1988 — 1992
LCH.Clearnet March 2011 - Present
Bank of America Merrill Lynch July 1999 - March 2011
Skills
Fixed Income, Credit Derivatives, Derivatives, Prime Brokerage, Hedge Funds, CDS, Interest Rate..., Swaps, Middle Office, Dodd-Frank, Trading
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing
Rutgers, The State University of New Jersey-Newark 1994 — 1999
BA, Finance
Valence Health October 2012 - June 2015
Symphony IRI Group June 2011 - October 2012
Bank of America Merrill Lynch August 2005 - May 2011
CB Richard Ellis 2001 - 2005
Skills
Budgets, Microsoft Excel, Event Planning, PowerPoint, Accounts Payable, Microsoft Office, Financial Analysis, Administrative..., Due Diligence, Strategic Planning, Accounting, Financial Modeling, Executive..., Budget Process, Financial Reporting, Travel Management, T&E, Presentation Design, Board Relations, Internal Audit, Real Estate, Assisting Executives, Invoice Processing, Executive Assistant, Administrative Assistant, Leadership, Management, Marketing, Analysis, Customer Service, Human Resources, Process Improvement, Outlook, Team Building, Accounts Receivable, SharePoint, Invoicing, Office Management, Microsoft Word, Event Management, Project Management
Education
San Jose State University 1998 — 2000
Business Administration and Management, General
Aptos High School 1994 — 1998
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch October 2014 - April 2015
OB-GY of St. Augustine December 2010 - September 2014
Central Warehouse Operation April 2006 - June 2009
MOL Magyarország June 2004 - July 2004
Skills
Manufacturing, Six Sigma, Management, Continuous Improvement, Process Improvement, Operations Management, Strategic Planning, Logistics, Inventory Management, Project Management, Cross-functional Team..., Econimics, Analysis, Internal Audit, Accounting, Managing Finances, Transaction Management, Customer Service, Business Development, Financial Analysis, Team Building
Education
Saginaw Valley State University - College of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Major in Management, 3.93
University of Szeged 2000 — 2005
Bachelor's Degree, Economics, 4.5/5
Alphatec Spine August 2015 - Present
Bank of America Merrill Lynch February 2004 - August 2014
Bank of America October 1997 - February 2004
Bank of America October 1996 - October 1997
Bank of America July 1996 - October 1996
Skills
Banking, Microsoft Office, Public Speaking, Credit, Databases, Risk Management, Strategic Planning, Financial Analysis, Oracle, Microsoft SQL Server, SQL, Testing, Integration, Leadership, Software Development, HTML, Visual Basic, XML
Education
Saint Mary's College of California 1992 — 1996
Bachelor's Degree, Mathematics and Physics
University of California San Diego Extension 2004 — 2006
Certificate in Accounting
NYC Department of Education March 2011 - Present
Bank Of America Merrill Lynch September 2010 - February 2011
The Digital Group July 2009 - August 2010
DSIJ ltd. (Ramdeo Media ltd.) September 2007 - July 2009
Nanotech Software September 2004 - September 2007
Skills
ASP.NET, WCF data service, Ado.net Entity model, C#, VB.NET, WCF Services, jQuery, JavaScript, XML, XSLT, HTML 5, ASP.NET MVC, DotNetNuke, Umbraco, Microsoft SQL Server, ADO.NET, Web Development, ASP.NET AJAX, ASP, Web Services, .NET, AJAX, WCF
Education
Sardar Patel University 2000 — 2005
BE Computer, Computer
Bank of America Merrill Lynch August 2010 - Present
Vanguard August 2008 - August 2010
Kanbay Software(I) Pvt. Ltd.( Now Capgemini) 2003 - 2008
strabus software solutions December 2000 - October 2003
Skills
Software Project..., PL/SQL, Oracle, Requirements Analysis, SDLC, Data architect, Data Modeling
Education
Utkal University 1997 — 2000
MCA, Computers, DB
Sambalpur University
Bank of America Merrill Lynch August 2011 - Present
Deloitte & Touche September 2010 - July 2011
Deloitte & Touche September 2008 - September 2010
Deloitte July 2007 - August 2007
Skills
Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP
Education
Saint Mary's College of California 2004 — 2008
BSEBA, Accounting, Politics
Bank of America Merrill Lynch May 2011 - Present
TD Bank July 2008 - December 2010
Bank of Nova Scotia September 2006 - March 2008
The Canadian Depository for Securities Limited (CDS) February 2004 - September 2006
RBC Dominion Securities September 1998 - January 2004
Skills
Business Analysis, Business Requirements, Fixed Income, Requirements Analysis, Requirements Gathering
Education
Ryerson University 1994 — 1998
Bachelor of Commerce, Major in Economics and Statistics with minor in Finance
Bank of America Merrill Lynch June 2010 - Present
Rampart Investment Management June 2008 - October 2009
Principal Financial Group April 2004 - April 2008
Penn Mutual Life Insurance (CFG) July 2002 - April 2004
Genuity November 2000 - July 2002
American Express November 1998 - November 2000
Abacus Travel September 1995 - November 1998
Fidelity Investments November 1993 - September 1995
Delta Air Lines November 1983 - November 1993
Education
Salem State University 1979 — 1983
Bachelor of Science, Business Management
Bank of America Merrill Lynch May 2015 - Present
RBC Capital Markets November 2012 - May 2015
Bank of America Merrill Lynch May 1998 - November 2012
Education
Ryerson University 1995 — 1999
BCOMM, Business
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo Advisors January 2011 - January 2013
Menara Hospitality LLC March 2009 - October 2010
Bank of America August 2006 - January 2009
Bank of America August 2000 - August 2006
Skills
Series 7, Series 6, Series 63, Series 65, CA Insurance License, Financial Services, Portfolio Management, Sales
Education
San Jose State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bank of America Merrill Lynch 2008 - Present
University of Notre Dame Investment Office 2006 - 2008
Education
Saint Mary's College 2004 — 2008
BBA, Marketing and Finance
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2007 - December 2009
Northrop Grumman Corp. - ES June 2007 - August 2007
Global Private Client Group February 2006 - May 2007
Skills
Portfolio Management, Banking, Management, Finance, Financial Analysis, Investments
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Bachelors of Science, Finance
Bank of America Merrill Lynch 1984 - Present
Skills
Credit, Banking, Leadership, Portfolio Management, Financial Modeling, Wealth Management, Retirement Planning, Economic Development, Financial Analysis, Securities, Series 7, Strategic Planning, Investment Banking, Investments, Fixed Income, Capital Markets, Equities, Strategic Financial..., Asset Allocation, Strategy, Series 63, Financial Planning
Education
Saint Louis University
Bachelor of Business Administration (B.B.A.), Finance, General
US Bank June 2014 - Present
Bank of America Merrill Lynch June 2013 - May 2014
Comerica Bank June 2006 - June 2013
Bank of America January 2004 - June 2006
Skills
Commercial Banking, Commercial Lending, Portfolio Management, New Business Development, Sales, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Asset Based Lending, Lines Of Credit, Treasury Management, Credit Risk, Retail Banking, Underwriting, Mortgage Lending, Consumer Lending, Loan Origination
Education
Santa Clara University - Leavey School of Business 1999 — 2003
BA, Finance
Bank of America Merrill Lynch July 2007 - Present
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Credit, Corporate Finance, Finance, Mergers & Acquisitions, Risk Management, Loans, Due Diligence, Investments
Education
San Diego State University-California State University
Bank of America Merrill Lynch October 2011 - Present
Bank of America February 2005 - Present
US Bank July 2004 - February 2005
Education
Saint Louis University 1998 — 2001
BS Organizational Behavior Development, Organizational Behavior Development
AutoTrader.com September 2011 - Present
Bank of America Merrill Lynch July 2006 - May 2011
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Bloomberg, Corporate Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Bachelors, Finance
Bank of America Merrill Lynch Dean of Secretarial StudiesKatharine Gibbs School1984 - 1987
Katharine Gibbs School 1979 - 1984
Education
Salem State University 1968 — 1972
B.S., Early Childhood Education
Bank of America Merrill Lynch January 2011 - Present
Delloite and Touche June 2010 - September 2010
Ernst and Young June 2009 - September 2009
Ernst and Young June 2008 - September 2008
Ernst and Young July 2007 - September 2007
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Undergraduate Degree, Finance
American International School of Bucharest 2003 — 2007
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Bank of America Merrill Lynch February 1978 - Present
Skills
Portfolio Management, Financial Analysis, Commercial Lending, Credit, Strategic Planning, Sales Management, Risk Management, Credit Analysis, Banking, Loans, Mergers & Acquisitions, Credit Risk, Investments, Relationship Management, Mortgage Lending
Education
San Francisco State University 1966 — 1970
Bachelor of Arts, Business Administration & Pre-Law
Lowell High School, San Francisco 1962 — 1966
GSA November 2009 - Present
Bank of America Merrill Lynch April 2008 - September 2008
Skills
Analysis, Leadership, Management, Program Management, Financial Analysis, Project Management, Strategic Planning, Customer Service, Public Speaking, Microsoft Word
Education
University of Maryland University College 2011 — 2013
M.S., Financial Management
Salisbury University - Perdue School of Business 2004 — 2009
Bachelor's, Finance, Economics
Bank of America Merrill Lynch March 2014 - Present
US Trust February 2013 - March 2014
US Trust February 2012 - January 2013
UBS Investment Bank June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - April 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Portfolio Management, Corporate Finance, Investments, Management, Accounting
Education
Sacred Heart University 2008 — 2011
Bachelor of Science, Economics and Finance
Bank of America February 2015 - Present
Bank of America March 2011 - January 2015
Bank of America Merrill Lynch August 2010 - March 2011
PRCNET.COM May 2007 - June 2010
Omega World Travel/Cruise.com May 2002 - April 2007
Scosys Inc November 2001 - April 2002
HCL Perot Systems Company June 2000 - October 2001
Expient - Planetpro Inc June 2000 - September 2000
SSG Software Systems June 1999 - May 2000
Wipro Enterprise Solutions December 1998 - March 1999
Skills
SOA, Microsoft SQL Server, SSRS, SDLC, SSIS, SharePoint, Data Warehousing, SQL, .NET, Enterprise Architecture, Agile Methodologies, Oracle, Web Services, Software Project..., C#, WCF, Java Enterprise Edition, Data Modeling, Visio, ETL, PL/SQL
Education
Madras University 1996 — 1999
MS, Computer Science
Sathyabama Institute of Science and Technology 1996 — 1999
MS
Bharathiyar University 1993 — 1996
BS, Computer Science
Maunlife Financial December 2014 - Present
Bank of America Merrill Lynch September 2011 - September 2014
Ainsworth Inc. January 2004 - November 2010
Bridge Information Systems March 2000 - November 2004
RBC August 1995 - November 1999
CIBC 1990 - 1995
Skills
IPC Turret, Desktop Systems, Voice, Vendor Management, System Deployment, Data Center, IT Service Management, IT Management, IT Strategy, Project Management, Team Leadership, Technical Support, WAN, Cisco Technologies, Disaster Recovery, Avaya, Telecommunications, Hardware, Networking
Education
Ryerson University 1987 — 1998
Business, CBA
West Toronto 1980 — 1984
Business, Accounting
Bank of America Merrill Lynch
Skills
Banking, Business Analysis, Business Process..., Business Strategy, Customer Service, IT Strategy, Leadership, Management, Portfolio Management, Process Improvement, Project Management, Relationship Management, Strategic Planning, Team Building
Education
Samford University 1982 — 1986
Bachelor of Arts (B.A.), Accounting and Business/Management
Connecticut Renaissance Yes Program April 2013 - Present
Bank of America of Merrill Lynch August 2010 - July 2012
Bank of America Merrill Lynch February 2010 - July 2012
EY 2003 - 2007
EY 2003 - 2007
KPMG 2000 - 2003
Skills
Proficient in Microsoft..., Finance, Human Resources, Applicant Tracking..., Recruiting, Onboarding, Employee Relations, Microsoft Excel, Payroll, Talent Acquisition, Interviews
Education
Sacred Heart University 2008 — 2012
BS, Criminal Justice/Sociology
Bank of America Merrill Lynch October 2007 - Present
BNY Mellon August 2005 - October 2007
BNY Mellon April 2002 - August 2005
Brown Brothers Harriman December 1998 - April 2002
Skills
Microsoft Office, Sungard, DTC, Corporate Communications, Performance Management, Risk Management, Contingency Planning, Financial Services, Trading
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Economics
Don Bosco Prep 1988 — 1992
Bank of America Merrill Lynch July 2014 - Present
San Jose Earthquakes Soccer September 2012 - May 2014
Santa Clara University April 2012 - June 2013
San Jose Earthquakes Soccer April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Critical Thinking, Accounting, Accounts Payable, Microsoft Dynamics..., Communication, Microsoft Dynamics SL, Financial Modeling, Financial Analysis, Bloomberg Terminal, Accounts Receivable, Investments, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Banking, Financial Statements, Capital Markets, Valuation, DCF Valuation, Cash Flow Analysis, Free Cash Flow, Industry Research, Semiconductor Industry, Software Industry, Derivatives, Teamwork, Professional Sports, AutoCAD, ChiefArchitect, Mac OS X, iMovie, Academic Advising
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor's Degree, Major: Finance, Minor: Economics, Cum Laude
Training the Street
Accounting and Financial Modeling Basics Course
Pendleton High School 2006 — 2010
High School
Bank of America Merrill Lynch November 2001 - Present
Priceline.com 2000 - 2001
Skills
Investment Banking, Valuation, Financial Modeling, Financial Markets
Education
Sacred Heart University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Black Knight Financial Services (fka LPS) 2013 - Present
Pragmatic Works Foundation 2013 - 2013
Bank of America Merrill Lynch 2011 - 2013
Ghyabi & Associates 2007 - 2010
School District of Clay County 2006 - 2007
Clay County Board of County Commissioners 1999 - 2005
Skills
Project Management, Compliance, Accounting, Data Analysis, Data Mining, Business Requirements, Business Process Mapping, Business Process..., Testing, Research, Forecasting, Procedure Manuals, Presentations, SQL, VBA, Microsoft Excel, Microsoft Word, Visio, ArcGIS, Vendor Contracts, Six Sigma, Transportation Planning, Government, Education, Databases
Education
University of Phoenix
Master of Science in Accountancy (M.S.A.), May 2013
Saint Leo University
Bachelor of Business Administration (B.B.A.), May 1999
Bank of America Merrill Lynch May 2015 - Present
EY September 2013 - May 2015
Talari Networks October 2012 - April 2013
Ernst & Young June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Financial Accounting, Salesforce.com, Accounting, Event Planning, Auditing, Financial Modeling, Assurance
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Accounting
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo September 2013 - June 2015
Morgan Stanley 2010 - September 2013
Wells Fargo 2002 - 2010
New England Financial 2000 - 2001
Skills
Series 7, Series 63, New Jersey Life and...
Education
St. Peter's College 2001 — 2006
Master of Business Administration (MBA), Finance, General
Villanova University 1995 — 1999
Bachelor of Science (BS), Management with a concentration in International Business
The RutgersZone April 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NBCUniversal, Inc. January 2015 - May 2015
CBS Outdoor June 2014 - August 2014
Fluent Grp March 2014 - April 2014
The RutgersZone March 2013 - April 2014
Livingston Writing Center January 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English, Java, HTML, Event Planning, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor of Science (BS), Marketing, Minor in Political Science
Bank of America Merrill Lynch April 2015 - Present
JPMorgan Chase July 2013 - April 2015
JP Morgan Chase September 2011 - June 2013
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Business Administration (BBA), Finance