Bank of America Merrill Lynch

Description

Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners

Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Travis Queypo Travis Queypo San Francisco Bay Area Details
Travis Queypo's Bank of America Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
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

Matthew Kelsey Matthew Kelsey Charlotte, North Carolina Area Details
Matthew Kelsey's Bank of America Merrill Lynch Experience August 1994 - October 2011
Job Financial Services
Industry Financial Services
Experience
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

Anthony Dinh Anthony Dinh San Francisco Bay Area Details
Anthony Dinh's Bank of America Merrill Lynch Experience January 2011 - March 2011
Job Senior Financial Analyst at EMC
Industry Computer & Network Security
Experience
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

Matthew Choiniere Matthew Choiniere Charlotte, North Carolina Details
Matthew Choiniere's Bank of America Merrill Lynch Experience July 2010 - January 2011
Job Business Development Specialist at FIS
Industry Financial Services
Experience
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)

Robert H. Chen Robert H. Chen New York, New York Details
Robert H. Chen's Bank of America Merrill Lynch Experience October 2006 - June 2015
Job VP, Market Risk at JPMorgan Chase
Industry Capital Markets
Experience
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

Shalaka Dhayatkar Shalaka Dhayatkar Greater New York City Area Details
Shalaka Dhayatkar's Bank of America Merrill Lynch Experience July 2014 - Present
Job Business Analyst at Bank of America Merrill Lynch
Industry Telecommunications
Experience
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

Michael Baran Michael Baran Oceanport, New Jersey Details
Michael Baran's Bank of America Merrill Lynch Experience May 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Tara Tahbaz Tara Tahbaz Greater Los Angeles Area Details
Tara Tahbaz's Bank of America Merrill Lynch Experience May 2009 - August 2009
Job TBT Foods Culinary Services & Events
Industry Food & Beverages
Experience
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

Kerry Casey Kerry Casey San Francisco, California Details
Kerry Casey's Bank of America Merrill Lynch Experience March 2014 - Present
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Chase Thomet Chase Thomet Greater San Diego Area Details
Chase Thomet's Bank of America Merrill Lynch Experience July 2012 - July 2014
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
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

Issaq Gass Issaq Gass Greater New York City Area Details
Issaq Gass's Bank of America Merrill Lynch Experience September 2010 - May 2012
Job Assurance Specialist at PwC
Industry Financial Services
Experience
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

Carlos Fernando Sarria Carlos Fernando Sarria Toronto, Canada Area Details
Carlos Fernando Sarria's Bank of America Merrill Lynch Experience September 1999 - Present
Job AVP Trading Support at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Suresh Raghavan Suresh Raghavan Greater New York City Area Details
Suresh Raghavan's Bank of America Merrill Lynch Experience December 2013 - May 2015
Job Portfolio Architect Legal, Compliance and Regulatory Relations T&O at Bank of America
Industry Computer Software
Experience
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

Liam Farrell Liam Farrell San Francisco Bay Area Details
Liam Farrell's Bank of America Merrill Lynch Experience June 2007 - August 2007
Job Finance Professional
Industry Defense & Space
Experience
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

Marissa Lentini Marissa Lentini Greater New York City Area Details
Marissa Lentini's Bank of America Merrill Lynch Experience February 2010 - March 2013
Job Compliance Analyst
Industry Financial Services
Experience
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

Eric Enberg Eric Enberg San Francisco Bay Area Details
Eric Enberg's Bank of America Merrill Lynch Experience June 2014 - Present
Job AVP, Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Nick Anderson Nick Anderson Austin, Texas Details
Nick Anderson's Bank of America Merrill Lynch Experience 2009 - 2010
Job Austin Regional General Manager at Favor
Industry Internet
Experience
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

Kevin Broderick Kevin Broderick Greater Boston Area Details
Kevin Broderick's Bank of America Merrill Lynch Experience September 2009 - March 2012
Job Market Data Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Justin Singh Justin Singh San Francisco Bay Area Details
Justin Singh's Bank of America Merrill Lynch Experience March 2011 - Present
Job VP, Banking Advisor, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sandy Nair Sandy Nair Toronto, Canada Area Details
Sandy Nair's Bank of America Merrill Lynch Experience 2007 - 2013
Job Business Systems Analyst
Industry Information Technology and Services
Experience
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

Leonard D. Bates, MBA.PM Leonard D. Bates, MBA.PM Greater New York City Area Details
Leonard D. Bates, MBA.PM's Bank of America Merrill Lynch Experience January 2013 - September 2013
Job Vice PresidentBusiness Risk at Citi
Industry Financial Services
Experience
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.)

Chirag Ambwani Chirag Ambwani Toronto, Canada Area Details
Chirag Ambwani's Bank of America Merrill Lynch Experience July 2014 - May 2015
Job Finance & Entrepreneurship at Ryerson University | Class of 2016
Industry Internet
Experience
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

Suzie Chang Suzie Chang San Francisco, California Details
Suzie Chang's Bank of America Merrill Lynch Experience August 1980 - Present
Job Marketing Program Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 1980 - Present

Education
San Francisco State University
Bachelor's degree

Lenore Valero Lenore Valero Greater New York City Area Details
Lenore Valero's Bank of America Merrill Lynch Experience April 2007 - Present
Job Credit Derivative and Interest Rates Swap Documentation Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Andrew Fisk Andrew Fisk Toronto, Canada Area Details
Andrew Fisk's Bank of America Merrill Lynch Experience June 2008 - March 2012
Job Senior Business Analyst (Contract) at TD
Industry Financial Services
Experience
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

Glen Pruden PMP Glen Pruden PMP Greater New York City Area Details
Glen Pruden PMP's Bank of America Merrill Lynch Experience 1996 - 2006
Job MiddleWare Support
Industry Computer Software
Experience
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

David Loseke David Loseke Greater San Diego Area Details
David Loseke's Bank of America Merrill Lynch Experience April 2009 - June 2011
Job Relationship Manager and Commercial Lender
Industry Banking
Experience
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

Kevin Daly Kevin Daly Greater New York City Area Details
Kevin Daly's Bank of America Merrill Lynch Experience December 2014 - Present
Job Art Director, Graphic Designer / Creative Director
Industry Marketing and Advertising
Experience
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

David Carlor, Six Sigma David Carlor, Six Sigma Greater New York City Area Details
David Carlor, Six Sigma's Bank of America Merrill Lynch Experience December 2014 - Present
Job AVP, Merrill Edge/ Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Mary Athitang Mary Athitang Syracuse, New York Details
Mary Athitang's Bank of America Merrill Lynch Experience September 2013 - Present
Job Treasury Solutions Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Robyn L. Gritz Robyn L. Gritz Greater New York City Area Details
Robyn L. Gritz's Bank of America Merrill Lynch Experience February 2015 - Present
Job Security and Financial Services Professional/Former FBI Executive
Industry Security and Investigations
Experience
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

Susannah Page Susannah Page Greater New York City Area Details
Susannah Page's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Senior Vice President Manager of Municipal Research at BrokerDealer
Industry Financial Services
Experience
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

Ed Baxter Ed Baxter San Francisco Bay Area Details
Ed Baxter's Bank of America Merrill Lynch Experience June 2011 - July 2015
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
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

Carolyn Frisch Carolyn Frisch Greater New York City Area Details
Carolyn Frisch's Bank of America Merrill Lynch Experience September 2013 - Present
Job Motion Graphics Designer & Illustrator
Industry Animation
Experience
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

Alicia Cragholm Alicia Cragholm Walnut Creek, California Details
Alicia Cragholm's Bank of America Merrill Lynch Experience 2007 - 2010
Job Financial Advisor @ Merrill Lynch
Industry Financial Services
Experience
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

Carol McClintock Carol McClintock United States Details
Carol McClintock's Bank of America Merrill Lynch Experience December 2014 - Present
Job Dedicated Service Consultant at Bank of America Merrill Lynch
Industry
Experience
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

ART MARTINEZ ART MARTINEZ San Francisco Bay Area Details
ART MARTINEZ's Bank of America Merrill Lynch Experience January 2010 - January 2011
Job Business Banking Officer SBA at Rabobank
Industry Banking
Experience
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

Jonathan Harley Jonathan Harley Charlotte, North Carolina Area Details
Jonathan Harley's Bank of America Merrill Lynch Experience July 2013 - Present
Job VP, Agile Specialist at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Liz Taylor Liz Taylor San Francisco Bay Area Details
Liz Taylor's Bank of America Merrill Lynch Experience June 1974 - June 2006
Job Retired
Industry Banking
Experience
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

Rana Turk Churillo Rana Turk Churillo San Francisco Bay Area Details
Rana Turk Churillo's Bank of America Merrill Lynch Experience February 2001 - Present
Job VP at Banc of America Investments, Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Todd Baebler Todd Baebler Greater Chicago Area Details
Todd Baebler's Bank of America Merrill Lynch Experience 2005 - Present
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2005 - Present

Skills
Electronic Trading, Equities, Series 7

Education
Saint Louis University   1985 — 1993

Victoria Rabaiev Victoria Rabaiev Toronto, Canada Area Details
Victoria Rabaiev's Bank of America Merrill Lynch Experience June 2014 - Present
Job Lead Operations Representative
Industry Financial Services
Experience
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

Sean Taguer Sean Taguer Greater New York City Area Details
Sean Taguer's Bank of America Merrill Lynch Experience May 2009 - August 2009
Job Associate Manager at Prudential Investment Management
Industry Investment Management
Experience
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

Mariam DiMaggio Mariam DiMaggio San Francisco, California Details
Mariam DiMaggio's Bank of America Merrill Lynch Experience May 2007 - December 2009
Job Associate, Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Gamaliel Enriquez Gamaliel Enriquez Las Vegas, Nevada Area Details
Gamaliel Enriquez's Bank of America Merrill Lynch Experience February 2012 - Present
Job Retail Banking
Industry Financial Services
Experience
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

Benjamin Los Benjamin Los Greater Chicago Area Details
Benjamin Los's Bank of America Merrill Lynch Experience June 2011 - Present
Job Vice President, Financial Institutions, Global Transaction Services (GTS) at Bank of America Merrill Lynch
Industry Banking
Experience
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

Michelle Crisp Michelle Crisp Greater San Diego Area Details
Michelle Crisp's Bank of America Merrill Lynch Experience January 2011 - June 2011
Job Account Sales Representative at Regal Wine Company
Industry Wine and Spirits
Experience
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

Anderson Barkow Anderson Barkow San Francisco Bay Area Details
Anderson Barkow's Bank of America Merrill Lynch Experience July 2015 - Present
Job Corporate Credit Risk Analyst at Bank of America
Industry
Experience
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

Kadena Beckford Kadena Beckford Charlotte, North Carolina Details
Kadena Beckford's Bank of America Merrill Lynch Experience 2013 - Present
Job Operations Analyst at Bank of America
Industry Banking
Experience
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

Matthew J. Charette Matthew J. Charette Greater New York City Area Details
Matthew J. Charette's Bank of America Merrill Lynch Experience December 2010 - May 2013
Job Index Sales at MSCI
Industry Financial Services
Experience
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

Tyler Tran Tyler Tran San Francisco Bay Area Details
Tyler Tran's Bank of America Merrill Lynch Experience October 2014 - Present
Job Portfolio Management Officer II at Bank of America Merrill Lynch
Industry
Experience
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

Kincaid Toy Kincaid Toy San Francisco, California Details
Kincaid Toy's Bank of America Merrill Lynch Experience September 1985 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 1985 - Present

Education
San Jose State University   1975 — 1977

Jamie Matos Jamie Matos Greater New York City Area Details
Jamie Matos's Bank of America Merrill Lynch Experience March 2009 - May 2011
Job Vice President, ABN AMRO
Industry Financial Services
Experience
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

Jared Ines Jared Ines San Francisco Bay Area Details
Jared Ines's Bank of America Merrill Lynch Experience June 2011 - Present
Job Commercial Banker
Industry Banking
Experience
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

David Hooke David Hooke Greater Los Angeles Area Details
David Hooke's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate with Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Wayne Wilson Wayne Wilson Charlotte, North Carolina Area Details
Wayne Wilson's Bank of America Merrill Lynch Experience June 2009 - Present
Job Solutions Architect
Industry Computer Software
Experience
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

Christopher Childress Christopher Childress Las Vegas, Nevada Details
Christopher Childress's Bank of America Merrill Lynch Experience August 2011 - June 2014
Job Market Area Rep at Identifix, Inc.
Industry Automotive
Experience
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

Evan Murphy Evan Murphy New York, New York Details
Evan Murphy's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Analyst at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
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

Angel Hill Angel Hill Orange Park, Florida Details
Angel Hill's Bank of America Merrill Lynch Experience January 2013 - Present
Job Senior Operations Specialist at Bank of America Merrill Lynch
Industry Arts and Crafts
Experience
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

Nick Eulau Nick Eulau Orange County, California Area Details
Nick Eulau's Bank of America Merrill Lynch Experience July 2011 - June 2013
Job Associate at ClearLight Partners
Industry Venture Capital & Private Equity
Experience
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

Adriss Abedi Adriss Abedi Baltimore, Maryland Area Details
Adriss Abedi's Bank of America Merrill Lynch Experience 2007 - Present
Job Vice President, Treasury Solutions Officer at Bank of America
Industry Banking
Experience
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

Jayson Gutierrez Jayson Gutierrez Greater New York City Area Details
Jayson Gutierrez's Bank of America Merrill Lynch Experience March 2007 - March 2010
Job Senior Audit Analyst Contractor at Sony Music Entertainment Services
Industry Accounting
Experience
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

Alexander Chase Alexander Chase Philadelphia, Pennsylvania Details
Alexander Chase's Bank of America Merrill Lynch Experience May 2011 - August 2011
Job Manager in Training at Somerset Stores
Industry Supermarkets
Experience
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

Robert Bowman Robert Bowman Greater New York City Area Details
Robert Bowman's Bank of America Merrill Lynch Experience 1983 - 2014
Job Partner and Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
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 Patrick Bennett San Jose, California Details
Patrick Bennett's Bank of America Merrill Lynch Experience April 2004 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
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)

Clynton Kakai Clynton Kakai New York, New York Details
Clynton Kakai's Bank of America Merrill Lynch Experience January 2011 - July 2012
Job AVP Analytics Solutions and Technologies, Deutsche Bank
Industry Financial Services
Experience
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

Erin Byer Erin Byer New York, New York Details
Erin Byer's Bank of America Merrill Lynch Experience July 2012 - Present
Job Financial Associate
Industry Financial Services
Experience
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

Marisa Mahlenkamp Marisa Mahlenkamp New York, New York Details
Marisa Mahlenkamp's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
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

Zhaodong(Jason) Wang Zhaodong(Jason) Wang San Francisco Bay Area Details
Zhaodong(Jason) Wang's Bank of America Merrill Lynch Experience December 2010 - July 2015
Job Information Technology Senior Developer|Financial Applications Technology Leader | PMP
Industry Financial Services
Experience
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

David Diggs David Diggs Greater Chicago Area Details
David Diggs's Bank of America Merrill Lynch Experience 2005 - 2010
Job
Industry Computer Software
Experience
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

Brian Xie Brian Xie San Francisco Bay Area Details
Brian Xie's Bank of America Merrill Lynch Experience March 2014 - August 2015
Job Director of Ecommerce at Stanford Federal Credit Union
Industry Banking
Experience
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

Louis Salvador Louis Salvador San Francisco, California Details
Louis Salvador's Bank of America Merrill Lynch Experience February 2007 - April 2011
Job Trader at Valiant Capital Management, LP
Industry Investment Management
Experience
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

Jimmy Yip Jimmy Yip San Francisco Bay Area Details
Jimmy Yip's Bank of America Merrill Lynch Experience August 2014 - Present
Job AVP Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2014 - Present
JPMorgan Chase Bank, N.A.   August 2012 - August 2014

Education
San Jose State University   2000 — 2005

Shavoni Forst Shavoni Forst Pennington, New Jersey Details
Shavoni Forst's Bank of America Merrill Lynch Experience July 2013 - Present
Job Project AnalystAlternative Investments Fund Accounting at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Emma Trejo-Farhadi Emma Trejo-Farhadi Greater New York City Area Details
Emma Trejo-Farhadi's Bank of America Merrill Lynch Experience December 2014 - Present
Job Managing Director Global Head of Derivatives & FX Back Office Tech @ Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Matthew Smyczynski Matthew Smyczynski Buffalo/Niagara, New York Area Details
Matthew Smyczynski's Bank of America Merrill Lynch Experience April 2015 - Present
Job
Industry Banking
Experience
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

Randy Earley Randy Earley Charlotte, North Carolina Area Details
Randy Earley's Bank of America Merrill Lynch Experience March 2005 - August 2012
Job SVP Strategic Initiative Executive at Bank of America
Industry Financial Services
Experience
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

Austin Vanassa Austin Vanassa New York, New York Details
Austin Vanassa's Bank of America Merrill Lynch Experience January 2013 - June 2014
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
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

Christopher E. Moses, CFA Christopher E. Moses, CFA Philadelphia, Pennsylvania Details
Christopher E. Moses, CFA's Bank of America Merrill Lynch Experience February 2008 - April 2010
Job Director MBS Trading at Janney Montgomery Scott
Industry Financial Services
Experience
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

William Stanton William Stanton Greater New York City Area Details
William Stanton's Bank of America Merrill Lynch Experience June 2013 - Present
Job Director
Industry Banking
Experience
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

Liny Li Liny Li San Francisco Bay Area Details
Liny Li's Bank of America Merrill Lynch Experience March 2010 - July 2012
Job Financial Advisor at Bank of the West
Industry Insurance
Experience
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

David Legnitto David Legnitto San Francisco Bay Area Details
David Legnitto's Bank of America Merrill Lynch Experience October 2013 - Present
Job Vice President, Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Baika Brown Baika Brown Greater New York City Area Details
Baika Brown's Bank of America Merrill Lynch Experience November 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Hospital & Health Care
Experience
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

John Wiegartner John Wiegartner Greater New York City Area Details
John Wiegartner's Bank of America Merrill Lynch Experience November 2009 - Present
Job AVP Systems Consutlant at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   November 2009 - Present
TEKsystems  March 2006 - November 2009

Education
Saint Peter's University

Irene Djohan Irene Djohan San Francisco Bay Area Details
Irene Djohan's Bank of America Merrill Lynch Experience January 2009 - Present
Job Credit Underwriter at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

John Plecque John Plecque San Francisco Bay Area Details
John Plecque's Bank of America Merrill Lynch Experience September 1983 - Present
Job SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 1983 - Present

Skills
Mergers & Acquisitions, Capital Markets, Strategic Planning

Education
Santa Clara University

Scott Strand Scott Strand Greater Chicago Area Details
Scott Strand's Bank of America Merrill Lynch Experience April 2011 - March 2015
Job Vice President Operations Project Manager at Bank of America
Industry Financial Services
Experience
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

David Banmiller David Banmiller Houston, Texas Area Details
David Banmiller's Bank of America Merrill Lynch Experience June 2000 - Present
Job Director at Banc of America Securities
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2000 - Present

Education
Southern Methodist University   1998 — 2000
MBA, Finance

Santa Clara University   1991 — 1995
BS, Accounting

Jesuit

Mr Leslie Dias Mr Leslie Dias Greater New York City Area Details
Mr Leslie Dias's Bank of America Merrill Lynch Experience April 2011 - Present
Job Director, Sr Technical Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Anne Carter Craddock Anne Carter Craddock Charlotte, North Carolina Details
Anne Carter Craddock's Bank of America Merrill Lynch Experience 1995 - February 2013
Job Commercial Treasury Sales Officer, CommunityOne Bank
Industry Banking
Experience
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

Brad Chambers Brad Chambers Greater Los Angeles Area Details
Brad Chambers's Bank of America Merrill Lynch Experience April 2015 - Present
Job Senior VP & Market Manager
Industry Financial Services
Experience
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

Anthony Finello Anthony Finello Greater New York City Area Details
Anthony Finello's Bank of America Merrill Lynch Experience January 2011 - April 2012
Job Owner at AJ Finello Consulting LLC
Industry Information Technology and Services
Experience
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

Isaiah Matsumura Isaiah Matsumura Houston, Texas Area Details
Isaiah Matsumura's Bank of America Merrill Lynch Experience April 2014 - Present
Job Associate Global Corporate Investment Banking at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
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

Jignesh Darji Jignesh Darji Greater New York City Area Details
Jignesh Darji's Bank of America Merrill Lynch Experience December 2012 - Present
Job Senior .Net Consultant
Industry Financial Services
Experience
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

Nick Duane Nick Duane Greater New York City Area Details
Nick Duane's Bank of America Merrill Lynch Experience May 2006 - Present
Job Owner at Redbone Software
Industry Computer Software
Experience
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

Charles Graber Charles Graber El Cerrito, California Details
Charles Graber's Bank of America Merrill Lynch Experience October 2010 - July 2013
Job Veterinary Assistant Volunteer at Fix Our Ferals
Industry Veterinary
Experience
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

Eugene Manlongat Eugene Manlongat Greater New York City Area Details
Eugene Manlongat's Bank of America Merrill Lynch Experience May 2013 - June 2014
Job Experienced Banking Specialist in Operations and Risk Management
Industry Financial Services
Experience
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

Christopher Licini Christopher Licini Greater New York City Area Details
Christopher Licini's Bank of America Merrill Lynch Experience July 1999 - March 2011
Job Director at LCH.Clearnet
Industry Financial Services
Experience
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

Lilly Slaney Weberg Lilly Slaney Weberg Greater Chicago Area Details
Lilly Slaney Weberg's Bank of America Merrill Lynch Experience August 2005 - May 2011
Job Executive Assistant at Valence Health
Industry Executive Office
Experience
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

Veronika Dhas Veronika Dhas Jacksonville, Florida Area Details
Veronika Dhas's Bank of America Merrill Lynch Experience April 2015 - Present
Job Operations Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Emilie Eiguren Emilie Eiguren San Diego, California Details
Emilie Eiguren's Bank of America Merrill Lynch Experience February 2004 - August 2014
Job Applications Programmer
Industry Computer Software
Experience
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

Krupal Patel Krupal Patel Greater New York City Area Details
Krupal Patel's Bank of America Merrill Lynch Experience September 2010 - February 2011
Job .Net Consultant at NYC Department of Education
Industry Information Technology and Services
Experience
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

Sachidananda Padhi Sachidananda Padhi Greater Philadelphia Area Details
Sachidananda Padhi's Bank of America Merrill Lynch Experience August 2010 - Present
Job Sr Database Consultant, Bank of America
Industry Financial Services
Experience
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

Michael T Leonard Michael T Leonard San Francisco Bay Area Details
Michael T Leonard's Bank of America Merrill Lynch Experience August 2011 - Present
Job VP; Treasury Solutions Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Greg Sutherland Greg Sutherland Toronto, Canada Area Details
Greg Sutherland's Bank of America Merrill Lynch Experience May 2011 - Present
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Nancy Avola Pitts Nancy Avola Pitts Greater Boston Area Details
Nancy Avola Pitts's Bank of America Merrill Lynch Experience June 2010 - Present
Job at Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Gaylen Duncan, CFA Gaylen Duncan, CFA Toronto, Canada Area Details
Gaylen Duncan, CFA's Bank of America Merrill Lynch Experience May 2015 - Present
Job Country Operating Officer (Canada) at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sajni Desai Shah Sajni Desai Shah San Francisco Bay Area Details
Sajni Desai Shah's Bank of America Merrill Lynch Experience January 2013 - Present
Job Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Alison Kessler Roberts Alison Kessler Roberts Greater Chicago Area Details
Alison Kessler Roberts's Bank of America Merrill Lynch Experience 2008 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Real Estate
Experience
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

Tina Ho Tina Ho Greater New York City Area Details
Tina Ho's Bank of America Merrill Lynch Experience April 2013 - Present
Job Community Development Banking
Industry Banking
Experience
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

Marilyn Bush Marilyn Bush Saint Louis, Missouri Details
Marilyn Bush's Bank of America Merrill Lynch Experience 1984 - Present
Job Senior Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Alison Martin Alison Martin San Francisco Bay Area Details
Alison Martin's Bank of America Merrill Lynch Experience June 2013 - May 2014
Job Vice President at US Bank
Industry Banking
Experience
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

Tom Vessey Tom Vessey Greater San Diego Area Details
Tom Vessey's Bank of America Merrill Lynch Experience July 2007 - Present
Job Senior Vice President, Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

RAUL M FLORES RAUL M FLORES Greater St. Louis Area Details
RAUL M FLORES's Bank of America Merrill Lynch Experience October 2011 - Present
Job Client Manager at Bank of America
Industry Banking
Experience
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

Mansi Thakkar Mansi Thakkar Atlanta, Georgia Details
Mansi Thakkar's Bank of America Merrill Lynch Experience July 2006 - May 2011
Job Sr. Financial Reporting Analyst at AutoTrader.Com
Industry Financial Services
Experience
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

Lorraine Lombardi Lorraine Lombardi Greater New York City Area Details
Lorraine Lombardi's Bank of America Merrill Lynch Experience Dean of Secretarial StudiesKatharine Gibbs School1984 - 1987
Job Administrative Assistant at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Aprajita Asthana Aprajita Asthana San Francisco Bay Area Details
Aprajita Asthana's Bank of America Merrill Lynch Experience January 2011 - Present
Job Intern Supervisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Eduardo Velasco, CFA Eduardo Velasco, CFA San Francisco Bay Area Details
Eduardo Velasco, CFA's Bank of America Merrill Lynch Experience August 2011 - November 2012
Job WM Investment Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
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

Leo Martignoni Leo Martignoni San Francisco Bay Area Details
Leo Martignoni's Bank of America Merrill Lynch Experience February 1978 - Present
Job
Industry Banking
Experience
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

Saheed Osoba Saheed Osoba Clarksville, Maryland Details
Saheed Osoba's Bank of America Merrill Lynch Experience April 2008 - September 2008
Job Contract Specialist
Industry Government Administration
Experience
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

James Calcado James Calcado Greater New York City Area Details
James Calcado's Bank of America Merrill Lynch Experience March 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Senthilkumar Eth Senthilkumar Eth Greater New York City Area Details
Senthilkumar Eth's Bank of America Merrill Lynch Experience August 2010 - March 2011
Job Vice President Bank of America
Industry Financial Services
Experience
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

Mike Furtado Mike Furtado Toronto, Canada Area Details
Mike Furtado's Bank of America Merrill Lynch Experience September 2011 - September 2014
Job Voice Operations, Incident and Request Engineer Maunlife Financial
Industry Information Technology and Services
Experience
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

Heidi Hawthorne Heidi Hawthorne San Francisco Bay Area Details
Heidi Hawthorne's Bank of America Merrill Lynch Experience
Job Technical Implementation Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Keisha Lawrence-Nielsen Keisha Lawrence-Nielsen Greater New York City Area Details
Keisha Lawrence-Nielsen's Bank of America Merrill Lynch Experience February 2010 - July 2012
Job Case Manager at Connecticut Renaissance Yes Program
Industry Financial Services
Experience
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

Timothy Soha Timothy Soha Mahwah, New Jersey Details
Timothy Soha's Bank of America Merrill Lynch Experience October 2007 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Brian Barry Brian Barry San Francisco, California Details
Brian Barry's Bank of America Merrill Lynch Experience July 2014 - Present
Job Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jasmin Whalen Jasmin Whalen Greater New York City Area Details
Jasmin Whalen's Bank of America Merrill Lynch Experience November 2001 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Shawanda B Watson Shawanda B Watson Jacksonville, Florida Area Details
Shawanda B Watson's Bank of America Merrill Lynch Experience 2011 - 2013
Job Analyst
Industry Information Technology and Services
Experience
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

Bobby Shellworth, CPA Bobby Shellworth, CPA San Francisco Bay Area Details
Bobby Shellworth, CPA's Bank of America Merrill Lynch Experience May 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Tom Tansey Tom Tansey Ridgewood, New Jersey Details
Tom Tansey's Bank of America Merrill Lynch Experience June 2015 - Present
Job Senior Vice President, Business Banking Business Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Kelley Pertuz Kelley Pertuz Elizabeth, New Jersey Details
Kelley Pertuz's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at Rutgers UniversityNew Brunswick
Industry Marketing and Advertising
Experience
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

Ronald Pak Ronald Pak Los Angeles, California Details
Ronald Pak's Bank of America Merrill Lynch Experience April 2015 - Present
Job VP, Financial Center Manager at Bank of America
Industry Financial Services
Experience
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