Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley June 2011 - July 2015
Internet Consulting Services -- SIDEARM Sports September 2009 - May 2011
Morgan Stanley June 2010 - August 2010
Depository Trust and Clearing Corporation June 2008 - August 2008
Eagle Oaks Golf Club March 2002 - June 2007
Skills
Outlook, PowerPoint, Excel, Access, Web Design, Web Development, Web Services, Teamwork, Customer Relations, Technical Analysis, Time Management, MS Project, Project Portfolio..., Photoshop, HTML + CSS
Education
Syracuse University 2007 — 2011
Bachelor of Science (BS), Information Managment and Technology
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance
Christian Brothers Academy 2003 — 2007
High School
Bank of America Merrill Lynch June 2015 - August 2015
Salient Partners June 2014 - August 2014
Economics Undergraduate Research Opportunity Program June 2013 - May 2014
Texas A&M Neuroscience Lab August 2012 - June 2013
KOKO Asia August 2010 - December 2010
Education
Texas A&M University 2012 — 2015
B.Sc in Economics and Applied Math
Enterprise Products November 2014 - Present
BP October 2012 - November 2014
Bank of America Merrill Lynch 2008 - October 2012
Exobox Technologies Corp. October 2008 - April 2009
JPMorgan Chase 2005 - July 2008
Home Experts May 2003 - June 2005
Skills
Team Leadership, Technical Presentations, Agile Methodologies, Trading Systems, SDLC, C#, SQL, Java, .NET, WCF, XML, Design Patterns, OOAD, PL/SQL, UML, Microsoft SQL Server, Architecture, Software Engineering, Software Development, Requirements Analysis, Architectures, Spring, WPF, T-SQL, Web Services, Test Driven Development, Enterprise Architecture, LINQ, Visual Studio, Spring Framework
Education
Texas A&M University 1998 — 2003
BS, Computer Science
Bank of America Merrill Lynch December 2013 - Present
Southwestern Energy November 2009 - December 2013
Simmons & Company International January 2006 - November 2009
Ryder Scott Company October 1996 - January 2006
ExxonMobil May 1988 - September 1996
Skills
Natural Gas, Reservoir Management, Petroleum, Gas, Energy Industry, Upstream, Oil/Gas, Energy, Drilling, Reservoir Engineering, Engineering, Petroleum Engineering, Geology, Oil & Gas Industry, Offshore Drilling, Onshore, Field Development, Pipelines, Earth Science, Minerals, Petroleum Geology, Completion, Business Development, Geophysics, Logging, Cement, Wireline, Completions, LNG, Commodity Markets, Project Engineering, Pumps, Contract Management, Mineral Exploration, Formation Evaluation, Oilfield, Product Optimization, Petrochemical, Downstream Oil & Gas, Directional Drilling, Characterization, Well Testing, Supervisory Skills, Seismology, Reserves, Stimulation, Drilling Engineering, Pressure, Reservoir Simulation, Petrophysics
Education
Texas A&M University - Mays Business School 1986 — 1988
MBA, Business Administration
Texas A&M University 1982 — 1986
B.S., Petroleum Engineering
Keystone 1980 — 1982
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Infosys Technologies Ltd October 2011 - July 2013
Skills
Systems Analysis, COBOL, Programming, Management, JCL, CICS, OOP, Mainframe, SAS, Requirements Gathering, SDLC, Data Modeling, Database Design
Education
Syracuse University 2013 — 2015
Master of Science (MS), Information Management, 4.0
Syracuse University 2013 — 2015
Certificate of Advanced Studies, Data Science
University of Mumbai 2007 — 2011
Bachelor of Engineering (BEng), Computer Science
EY August 2015 - Present
Self Employed January 2009 - Present
Calpine June 2013 - August 2015
Calpine January 2012 - June 2013
Bank of America Merrill Lynch 2009 - 2011
Koch Supply and Trading January 2007 - December 2008
Halliburton Energy Corp January 2006 - December 2006
Skills
OOP, Relational Databases, Commodity, .NET, Java, ASP.NET, Commodity Markets, Options, Risk Management, Trading, Derivatives, Business Analysis, SQL, SDLC, Visio, C#, Financial Modeling, Oracle, Access, Applications Software..., Business Process..., Business Strategy, Databases, Idea Generation, Microsoft SQL Server, Bloomberg, Business Intelligence
Education
University of Houston 2008 — 2010
MBA, Finance, Economics
Texas Southern University 2002 — 2006
Computer Science, Computer Science, Physics
Bank of America Merrill Lynch September 2015 - Present
Macquarie Group 2011 - September 2015
Foros Advisors LLC 2009 - 2011
Deutsche Bank 2006 - 2009
Citigroup 1996 - 2006
Bear Stearns & Co. Inc. 1993 - 1996
Citi 1982 - 1993
Education
Texas Christian University 1977 — 1982
BBA and MBA, Finance and Marketing
Bank of America Merrill Lynch June 2015 - Present
Bank of America August 2012 - June 2015
Bank of America December 2010 - August 2012
Bank of America September 2008 - November 2010
Experian January 2007 - September 2008
Bank of America June 2003 - January 2007
GTE 1999 - 1999
Skills
Fraud, Project Delivery, Auditing, Siteminder, Risk Analysis, Information Security, Information Security..., CISSP, Security, Governance, Network Security, Risk Assessment, Business Continuity, IT Audit, Analysis, Disaster Recovery, Vendor Management, Networking, Risk Management, Security Awareness, Strategy, Financial Risk, Penetration Testing, Computer Security, Information Technology, Management, IDS, IT Management, Enterprise Risk..., Policy, Vulnerability Management, Identity Management, VPN, Application Security, Internal Audit, Operational Risk..., Data Security, Training, IT Strategy, Vulnerability Assessment, Security Audits, Enterprise Architecture, Infrastructure, Security Architecture..., Business Continuity...
Education
Texas A&M University 1998 — 2003
MIS, Management Information Systems, General
Texas A&M University - Mays Business School 1998 — 2003
MIS, MIS MKTG
InfoSec Institute
CEH, IPS, CEH
Bank of America Merrill Lynch July 2014 - Present
Pinnacle Investments, LLC August 2013 - September 2013
Vineboost.com May 2013 - August 2013
Skills
CSS, PHP, Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Web Services, MySQL, HTML, Point of Purchase, Social Media, Computer Security, Customer Service, Domain Names, Amazon Web Services..., jQuery, Joomla, Photoshop, Teamwork, Public Speaking, Java, English, WordPress, YouTube, Video Production, Video Editing, Automation, Internet Services, DNS management, Amazon EC2, Microsoft SQL Server, Web Analytics, Webmaster Services, Web Hosting, Prezi, VBA, Social Media Marketing, HTML5, SEO, Social Networking, Web Design, AngularJS
Education
Syracuse University 2010 — 2014
Bachelor Of Science, Information Technology
American National Bank of Texas July 2012 - Present
Bank of America Merrill Lynch 1998 - 2011
First USA Federal Savings Bank 1996 - 1998
Perrier 1994 - 1996
Skills
Portfolio Management, Commercial Banking, Banking, Relationship Management, Treasury, Cash Flow, Treasury Services, Credit Cards, Sales, Treasury Management, Credit, Cash Management, Small Business Lending, ACH, Credit Analysis, Loans, Commercial Lending
Education
Texas State University-San Marcos 1987 — 1991
BBA, Business Management
410 Consulting March 2015 - Present
Bank of America Merrill Lynch September 2003 - February 2015
Deutsche Bank March 2001 - September 2003
Instinet Incorporated August 1999 - March 2001
Merrill Lynch September 1996 - August 1999
Skills
Data, Business Process,..., Program / Product..., Problem Identification..., Equities, Risk Management, Portfolio Management, Valuation, Derivatives, Business Process, Management, Strategy, Integration, Product Management, Outsourcing, Financial Risk, Leadership, Trading, Credit Risk, Credit, Banking, Enterprise Software, Back Office, Cash Management, Business Analysis
Education
Syracuse University
Master of Science (MS), Computer and Information Science
SunTrust Bank November 2013 - Present
Rotary International 2013 - 2015
Rotary International 2013 - 2015
Republic Bank 2013 - 2013
Bank of America Merrill Lynch 2009 - 2012
Bank of America 2001 - 2009
Bank of America 1999 - 2001
Skills
Banking, Wealth Management, Credit, Loans, Cash Management, Business Development, Commercial Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Loan Origination, Retirement Planning, CRM
Education
Tennessee Technological University 1985 — 1990
Bachelor of Science (B.S.), Finance
Deutsche Bank January 2015 - Present
Experis January 2014 - January 2015
Genesee & Wyoming Inc. March 2013 - December 2013
RailAmerica August 2011 - March 2013
Citibank December 2010 - August 2011
Bank of America Merrill Lynch February 2010 - December 2010
PGA TOUR November 2008 - December 2009
Jacksonville University October 2008 - November 2008
Skills
Customer Service, System Administration, Call Center, Compliance Audits, Active Directory, SharePoint, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office, Reports, Resume Writing, Windows Server, Troubleshooting, Project Management, SAP, Information Security, VPN, Visio, IT Service Management, Disaster Recovery, IT Management, Blackberry Enterprise..., ITIL, Access, Windows, Technical Support, Help Desk Support, Microsoft Exchange, Networking, Training, Servers, Citrix, Network Security, Computer Hardware, XP, Data Center, Hardware, Computer Security, Software Documentation, Laptops, Network Administration, Cisco Technologies, Virtualization, Information Technology, DHCP, BMC Remedy, Project Planning, Microsoft Technologies, Operating Systems
Education
PMTI 2012 — 2012
PMI, Certified Associate in Project Management
NEW HORIZON COMPUTER LEARNING CENTER 2009 — 2010
MCSA, Server Administrator
Loyalist Certification Services 2012 — 2012
ITIL Foundation, ITIL v3 certification, A
University of Phoenix 2008 — 2009
Master of Science Degree, Information Systems
ITT Technical Institute 2005 — 2008
Bachelor of Science, Information Systems Security
Tallahassee Community College 1999 — 2004
Associate of Science Degree, Computer Programming/Analysis
Akili Inc. January 2015 - Present
MedSynergies April 2014 - January 2015
MedSynergies June 2013 - April 2014
MedSynergies July 2011 - June 2013
Texas A&M University August 2010 - July 2011
Bank of America Merrill Lynch December 2010 - January 2011
Skills
Financial Modeling, Corporate Finance, Analysis, Finance, Financial Reporting, Recruiting, Accounting, Sarbanes-Oxley Act, Financial Statement..., Financial Analysis, Valuation, Financial Statements, Financial Accounting, Portfolio Management, Hyperion Enterprise, Access
Education
Texas A&M University 2007 — 2011
BBA, Finance
Howard Energy Partners July 2015 - Present
Howard Energy Partners February 2013 - July 2015
DCP Midstream February 2012 - February 2013
Bank of America Merrill Lynch 2010 - 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, Financial Reporting, Account Reconciliation, Finance, Analysis, Natural Gas, Oil, Petroleum, Energy Industry, Gas
Education
Texas A&M University 2007 — 2011
BBA, Finance
Deloitte February 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CyberMedia June 2012 - May 2013
State Farm June 2010 - August 2010
Skills
Java, Software Engineering, Object Oriented Design, Visual C#, SQL, Android Development, Technical Writing, HTML, Linux, JavaScript, Web Applications, VB.NET, Project Management
Education
Texas A&M University 2013 — 2014
Master of Science (MS), Management Information Systems, General
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
Texas A&M Mays Business School January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Fries Financial Services June 2012 - May 2013
Best Buy June 2010 - June 2011
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch March 2015 - Present
NuStar Energy L.P. June 2014 - March 2015
NuStar Energy L.P. October 2013 - May 2014
NuStar Energy L.P. June 2013 - September 2013
National Alliance on Mental Illness of Austin January 2010 - May 2010
Elite Custom Systems June 2008 - August 2008
AAA Performance Exhaust June 2007 - August 2007
Skills
Non-profits, Grant Writing, Community Outreach, Public Speaking, Fundraising, Editing, Research, Social Media, Social Networking, Public Relations, Microsoft Office, Volunteering, Supply Chain Management, Project Management, Nonprofits, Business Strategy, Budgets, PowerPoint, Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Spanish, Data Analysis, Analysis, Leadership, Teamwork, English, Time Management, Customer Service, Strategic Planning, Business Planning, SAP
Education
Texas A&M University 2012 — 2014
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management, 4.0
Texas Tech University 2011 — 2012
Juris Doctor (J.D.) Courses
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies
Regions Financial Corporation October 2013 - Present
Bank of America Merrill Lynch June 2011 - October 2013
Skills
Financial Modeling, Capital Markets, Financial Analysis, Credit, Credit Risk, Energy, Financial Risk, Commercial Lending, Natural Gas, Oil, Risk Management, Petroleum, Financial Markets, Finance, Due Diligence, Credit Analysis, Banking, Analysis, Corporate Finance
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch July 2014 - Present
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Leadership
Education
Texas A&M University
EnLink Midstream December 2014 - Present
Howard Energy Partners April 2014 - Present
EnLink Midstream April 2014 - December 2014
EnLink Midstream July 2012 - April 2014
Bank of America Merrill Lynch June 2011 - July 2012
U.S. Trust, Bank of America Private Wealth Management May 2010 - May 2011
Paloma Resources May 2008 - September 2008
Skills
Corporate Development, M&A analysis, Mergers & Acquisitions, Oil/Gas, Valuation Modeling, Valuation, Capital Markets, Industry Analysis, Financial Modeling, Financial Analysis, Banking, Corporate Finance, Finance, Due Diligence, Corporate Banking, Commercial Banking, Analysis, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelors of Business Administration Degree, Finance major, Energy (Oil & Gas) minor
Highland Park High School
PulteGroup 2013 - Present
Bank of America Merrill Lynch 2005 - 2010
Banc of America Securities 2001 - 2005
Bank of America 1999 - 2001
Bank of America 1996 - 1999
Skills
Corporate Finance, Capital Structure, Investment Banking, Capital Raising, Capital Markets, Financial Modeling, Real Estate, Structured Finance, Syndications, Commercial Banking, Debt, Valuation, LBO, Treasury Management, Credit, Banking, Negotiation, Financial Structuring, Financial Analysis, Loans, Mergers, Mezzanine, Mergers & Acquisitions, Credit Analysis, Portfolio Management, Interest Rate..., Risk Management, Underwriting, Debt Restructuring, Loan Origination, Finance, Private Equity, Investment Strategies, Asset Management, Hedging, Commercial Lending, Investments, Bonds
Education
Texas A&M University
B.S., Economics, Finance
Texas Tech University
M.S., Finance
Parkway High School
Bank of America Merrill Lynch July 2014 - Present
Allegiance Bank Texas June 2013 - August 2013
Myan Management June 2012 - May 2013
Adara Communities August 2010 - May 2012
Skills
Property Management, Apartments, Real Estate Economics, Leases, Real Estate, Lease Administration, Financial Analysis, Underwriting, Commercial Banking, Sales, Risk Assessment, Credit Risk, Credit Analysis, Loan Portfolio Analysis, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Risk, Credit
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch October 2014 - Present
Pier 1 Imports November 2013 - January 2015
Bonnie Holland Elementary August 2008 - June 2014
Texas Forest Service June 2007 - May 2008
McAlister's Deli (Corporation) April 2006 - August 2006
Innovative Designs 2003 - 2004
Skills
Microsoft Office 2007, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Data Entry, Technology Leader &..., Team Management, Time Management, High Organizational..., Oral & Written..., Picasa, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Public Speaking
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Shell Trading April 2012 - Present
Arctas Capital Group May 2011 - April 2012
Bank of America Merrill Lynch April 2005 - April 2011
BP May 1999 - March 2005
Education
Texas A&M University
Bachelors, Mechanical Engineering
University of Houston
Masters, Petroleum Engineering
Mercuria Energy Trading S.A. October 2014 - Present
JP Morgan December 2011 - September 2014
Bank of America Merrill Lynch July 2002 - December 2011
NOAA/NWS Storm Prediction Center July 1996 - July 2002
NOAA/OAR National Severe Storms Laboratory February 1992 - July 1996
KCEN-TV March 1990 - December 1990
Skills
Weather Forecasting, Technical Presentations, Trading, Analysis, Weather, Commodity Markets, Commodity, Meteorology, Research, Management, Energy Markets, Forecasting, Derivatives, Natural Gas, Numerical Analysis, Risk Management
Education
Texas A&M University 1989 — 1991
Masters of Science, Meteorology
Texas A&M University 1985 — 1989
Bachelor of Science, Meteorology
G.C. Scarborough High School 1981 — 1985
HS Diploma, General Education
Josh Shaul State Farm Agency March 2012 - Present
State Farm Insurance April 2011 - March 2012
Bank of America Merrill Lynch May 2009 - April 2011
Bank of America June 2006 - May 2009
Bank of America April 2005 - June 2006
World Savings April 2004 - April 2005
Wells Fargo November 2001 - April 2004
Skills
Credit, Banking, Mortgage, Insurance, Cash Management, Client Relationship..., Marketing Management, New Business Development, Cold Calling, Life Insurance, FHA, Property & Casualty..., Portfolio Management, Underwriting, Investments, Relationship Management, Credit Analysis, Retail Banking, Series 63, Wealth Management, Retirement Planning, Process Improvement, Sales Management, CRM, Financial Services, Strategic Planning, Series 7, Consumer Lending, Financial Advisory, Financial Analysis, Series 6, Commercial Lending, Loans, Finance, Risk Management, Loan Origination, Sales, Mortgage Banking, Residential Mortgages, Strategy, Leadership, Mortgage Lending, Small Business
Education
Texas A&M University-Commerce 1998 — 2002
Bachelor of Science, Business Administration, Marketing
Bank of America Merrill Lynch September 2015 - Present
Bank of America June 2015 - August 2015
Hill Communications January 2014 - December 2014
GE June 2014 - August 2014
Skills
Internal & External..., Corporate Communications, Media Relations, Strategic Communications, Marketing Communications, Public Relations, Finance, Accounting, Marketing, Microsoft Office, Microsoft Excel, Adobe Creative Suite, Final Cut Pro, Keynote, Social Media, Spanish, Social Networking, Microsoft Word, PowerPoint, Event Planning, Bloomberg Terminal
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Public Relations and Finance, 3.37
Half Hollow Hills High School West 2007 — 2011
Chevron February 2012 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Chevron January 2011 - February 2012
Chevron March 2010 - January 2011
Chevron January 2008 - March 2010
Chevron August 2005 - January 2008
Skills
Project Management, Reservoir Management, Economics, PEEP Evaluation, Risk Analysis, Project Planning, Business Development, Data Analysis, Reservoir Engineering, Reservoir Simulation, Valuation, Statistics, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Emerging Markets, Public Speaking, Higher Education, Production Engineering
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Multinational Management
Texas A&M University 2006 — 2009
Master's Degree, Petroleum Engineering
The University of Texas at Austin 2001 — 2005
Bachelor's Degree, Petroleum Engineering
Vision Critical November 2013 - Present
Appular December 2012 - October 2013
Appular January 2012 - December 2012
Premier Wealth Advisors, LLC. July 2011 - November 2011
Bank of America Merrill Lynch May 2011 - July 2011
Alternative Asset Investment Management Inc June 2010 - August 2010
Skills
Portfolio Management, Management, Real Estate, Finance
Education
Syracuse University - Martin J. Whitman School of Management
Dual B.S., Finance, Marketing
PNC February 2015 - Present
PNC February 2012 - February 2015
Bank of America Merrill Lynch July 2010 - January 2012
Smeal College Career and Corporate Connections September 2007 - May 2010
PNC May 2009 - August 2009
PNC May 2008 - August 2008
Skills
Series 7, Commercial Banking, Bloomberg, Portfolio Management, Credit, Series 66, Financial Analysis
Education
The Pennsylvania State University, Smeal College of BusinessUniversity 2006 — 2010
Bachelor of Science, Finance
Temple University
Bank of America Merrill Lynch June 2014 - August 2014
EnerDel June 2012 - March 2013
Eco Hybrid Solar (Energy efficiency startup) July 2011 - June 2012
Credit Suisse February 2010 - June 2011
Credit Suisse February 2009 - February 2010
Credit Suisse January 2007 - February 2009
Credit Suisse May 2006 - August 2006
Skills
Valuation, Equities, Capital Markets, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, LBO, Analysis, Strategy, DCF, Finance
Education
Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
B.B.A, Finance & Accounting
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch 2010 - Present
Newmarket Town Council February 2007 - November 2009
City of Wimberley January 2006 - June 2006
Skills
Series 65, Economics, Asset Allocation, Series 7, Government, Leadership, Marketing, Wealth Accumulation, Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, Retirement, Investments, Securities, Risk Management, Client Service Oriented, Program Budgeting, Marketing Strategy, Building Relationships, Business Development, Team Management, Grant Writing, Research, 401k, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, Series 63, Uniform Combined State...
Education
University of Oklahoma 2006 — 2009
MA, International Relations
Texas State University 2002 — 2006
BPA, Public Administration
Bank of America Merrill Lynch June 2013 - Present
Bank of America June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Public Speaking, English, Java, Team Leadership, Event Planning, Time Management
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Boerne-Champion High School 2007 — 2010
Bank of America Merrill Lynch August 2013 - Present
KeyBank December 2010 - January 2013
FIRST BANK September 2008 - February 2010
LaSalle Bank June 2007 - April 2008
ABN AMRO Bank N.V. January 2006 - June 2007
ABN AMRO Bank NV September 2004 - January 2006
LaSalle Bank January 1997 - September 2004
Boatmen's Bank January 1995 - January 1997
Skills
Portfolio Management, Financial Analysis, Underwriting, New Business Development, Business Analysis, Business Relationship..., Banking Relationships, Cultivating..., Credit Analysis, Banking, Credit, Strategy, Business Strategy, Loans, Finance, Investments, Mergers & Acquisitions, Commercial Banking, Financial Risk, Capital Markets, Cash Management, Business Development, Loan Origination, Financial Modeling, Financial Structuring, Derivatives, Credit Risk, Commercial Lending
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1994
BBA, Marketing
Saint Louis University - Cook School of Business 1996 — 2001
Masters, Business Administration
Parkway Central HS 1987 — 1990
Enterprise Products 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
Charles Schwab 2004 - 2009
CyberTrader 2001 - 2007
Web IQ 2000 - 2001
Sears 1996 - 2000
Skills
Integration, Agile Methodologies, Distributed Systems, Software Development, SOA, Databases, Leadership, Software Project..., Enterprise Software, .NET, SQL, C#, Scrum, Product Management, Quality Assurance, MySQL
Education
Texas State University 1993 — 1996
BS, Computer Science
Bank of America Merrill Lynch August 2014 - Present
Aerotek April 2014 - August 2014
InterFACE August 2011 - March 2014
Torrid November 2010 - July 2011
Gap Inc. November 2008 - September 2010
Gap Inc. July 2006 - November 2008
Gap Inc. November 2005 - April 2006
Temple University 2003 - 2005
Skills
Profit, Customer Service, Training, Recruiting, Management, Sales, Merchandising, Leadership, Customer Satisfaction, Sales Management, Fashion, Coaching, Social Networking, Social Media, Sourcing, Talent Acquisition, Retail, Outstanding..., Human Resources, Employee Training, Social Media Marketing, Microsoft Excel, Visual Merchandising, Staff Development, Operations Management, Employee Engagement, Data Analysis, Performance Management, Time Management
Education
Temple University 2001 — 2005
Bachelor of Arts, Sociology & English
Manalapan High School 1997 — 2001
Hapi Drinks, LLC November 2014 - Present
Bank of America Merrill Lynch January 2013 - November 2014
U.S. Army May 2009 - November 2012
Gerry Moffat Expeditions August 2008 - December 2008
Skills
Strategic Leadership, Fundraising, Microsoft Office, Investments, Analysis, Business Strategy, Financial Analysis, Team Leadership, Leadership, Military, Government, Valuation, Operational Planning, Management, Logistics, Financial Modeling, Training
Education
Texas A&M University 2004 — 2008
B.S, Agricultural Economics
Culver Military Academy 2000 — 2004
Diploma
Vision Research, LLC October 2012 - Present
Bank of America Merrill Lynch June 2010 - September 2012
Vision Research Capital Management May 2009 - August 2009
Skills
Equity Research, Media, Telecommunications, Forensic Accounting, Credit, Investments, Financial Modeling, Financial Analysis, Bloomberg, Due Diligence, Capital Markets, Corporate Finance, Financial Risk, Investment Banking, Banking, Portfolio Management, Derivatives, Cash Flow, Valuation, Fixed Income, Hedge Funds
Education
Texas A&M University 2005 — 2010
Master of Science (MS), Finance, General
Texas A&M University 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Airgas July 2015 - Present
Omnicom-CDS April 2014 - July 2015
Bank of America, Merrill Lynch May 2013 - May 2014
Skills
Finance, Investments, Fixed Annuities, Accounting, Corporate Finance, Financial Risk, Financial Analysis, Risk Management, Financial Reporting, Cash Flow, Credit Analysis, Forecasting, Financial Services, Microsoft Excel
Education
Southern New Hampshire University 2014 — 2015
Master of Science (MS) in Finance, Corporate Finance
Tarleton State University 2009 — 2012
Bachelor of Science (B.S.), Finance and Accounting
Bank of America Merrill Lynch June 2013 - Present
Yardbird Hunting Club August 2009 - May 2013
MidSouth Bank June 2012 - September 2012
Apollo Sales & Marketing Group June 2011 - August 2011
Skills
Banking, Financial Analysis, Customer Service, Outlook, Management, Credit, CRM, Marketing, Analysis, Research, Team Building, Microsoft Excel, Data Analysis, Leadership
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.25
Inqune May 2015 - Present
Bank of America Merrill Lynch June 2014 - April 2015
Bank of America Merrill Lynch June 2013 - July 2014
Bank of America Merrill Lynch June 2012 - August 2012
Visiting Nurse Service of New York January 2012 - May 2012
CNN September 2011 - December 2011
The Loft Literary Center June 2007 - July 2011
The Loft Literary Center April 2005 - June 2007
Rasmussen College November 2004 - April 2005
YMCA of the Greater Twin Cities December 2001 - September 2004
Skills
Leadership Development, Organizational..., Training Facilitation, Program Development, Executive Coaching, Consulting, Program Management, Strategic Planning, Capacity Building, Training, Human Resources, Editing, Project Management, Program Evaluation, Career Counseling, Public Speaking, Performance Management, Team Building, Workshop Facilitation, Interviews, Personal Development, Community Outreach, Strategic Partnerships
Education
Teachers College of Columbia University 2011 — 2013
MA, Social-Organizational Psychology
University of Minnesota-Twin Cities 2009 — 2009
University of Wisconsin-Madison
BA, International Relations and Political Science
The World Affairs Council of Charlotte November 2014 - Present
SunTrust Bank May 2014 - Present
Habitat for Humanity - DeKalb, Inc. December 2010 - June 2014
Treasury Management Advisors August 2012 - October 2013
Bank of America Merrill Lynch March 2009 - July 2012
Bank of America October 2006 - February 2009
Bank of America June 2001 - June 2006
Bank of America April 1999 - June 2001
American Habilitation Services, Inc. October 1997 - October 2000
Skills
Treasury, Financial Risk, Risk Management, Investments, Working Capital..., Finance, Treasury Management, Treasury Services, Cash Management, Banking, Portfolio Management, Credit Cards, Credit Analysis, Payments, Loans, Cost Reduction..., Negotiation, Treasury Management Fees, Management, Credit, Strategy, Cash Flow, Financial Services, Sales, Analysis, Budgets, CRM, Financial Analysis, Accounting, Commercial Banking, Strategic Planning, Financial Modeling, Relationship Management, Executive Management, Corporate Finance, Commercial Lending, Competitive Analysis, Due Diligence, Credit Risk, Valuation, Mergers & Acquisitions, Leadership, Retail Banking
Education
Rushmore University 1998 — 2000
Masters
Texas State University-San Marcos 1994 — 1997
BBS
The Distillery November 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2013
Dimensional Fund Advisors June 2009 - July 2011
IBC Bank May 2007 - July 2007
Skills
Credit Analysis
Education
Texas A&M University - Mays Business School 2005 — 2009
BS, Finance, Spanish
Universidad Carlos III de Madrid 2007 — 2008
Administración y Dirección de Empresas
Universidad Antonio de Nebrija 2006 — 2006
Spanish
Bank of America Merrill Lynch June 2015 - August 2015
Syracuse University Mary Ann Shaw Center for Public and Community Service January 2015 - May 2015
Student Legal Services, Inc. August 2013 - May 2015
Squire Patton Boggs LLP September 2014 - December 2014
City of Syracuse: Department of Neighborhood and Business Development January 2014 - May 2014
Syracuse University August 2013 - December 2013
Carol S. Files Sinesi for County Legislature April 2013 - November 2013
United States House of Representatives September 2011 - June 2012
Skills
Financial Policy, Public Policy, Legislation, Finance, Government, Policy, Policy Analysis, Research, Data Entry, Public Relations, Analysis, Fundraising, Microsoft Excel, Public Speaking
Education
Syracuse University 2012 — 2015
Bachelor of Arts (B.A.), Policy Studies, magna cum laude
Bank of America Merrill Lynch January 2013 - Present
L'Oréal December 2011 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Microsoft Office, Financial Accounting, Corporate Finance, Managerial Finance, AutoCAD, Inventor, Matlab, Commercial Banking, Financial Reporting, Credit Risk, Credit Analysis, Loan Portfolio Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration in Finance, Finance, International Business, Junior
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
Datatrak International March 2013 - March 2014
Lexicon Pharmaceuticals May 2010 - August 2011
Skills
Financial Analysis, Financial Reporting, Bloomberg, Economics, Financial Accounting, Financial Statement..., Microsoft Office, Public Speaking
Education
Texas A&M University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch March 2013 - June 2014
Deloitte January 2012 - March 2012
Skills
Microsoft Excel, Credit Analysis, Financial Analysis, Financial Modeling, Financial Accounting, Cost Accounting, SAP, Financial Reporting, Credit Risk, Auditing
Education
Texas A&M University 2008 — 2012
Master's degree, Accounting
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Turnberry Solutions July 2015 - Present
Medecision July 2015 - Present
iPipeline July 2014 - June 2015
Siemens Healthcare March 2013 - July 2014
Double Prime, Inc. September 2012 - February 2013
Caron Treatment Centers May 2012 - August 2012
InfoCures February 2012 - May 2012
Bank of America Merrill Lynch September 2011 - December 2011
Shire Pharmaceuticals June 2011 - August 2011
Greencastle Associates Consulting January 2011 - May 2011
Skills
Project Management, PMO, Web Project Management, SaaS, Project Portfolio..., CMS, Drupal, Social Media, Agile Project Management, Management Consulting, Healthcare Information..., Agile Methodologies, Program Management, SDLC, New Media, Consulting, Networking, Strategy, Scrum, HIPAA, Mobile Applications, Web Applications, SEO, Software Project..., Business Intelligence, Mobile Devices, Information Architecture, Vendor Management, Requirements Analysis, IT Strategy, Resource Management, IT Management, Open Source Software, CME, Pharmaceutics, SharePoint, Integration, Visio, Business Analysis, Requirements Gathering, Business Process..., Process Improvement
Education
Wilkes University 2002 — 2006
MBA, Business Administration
Temple University 1995 — 2001
BA, Communications
BMO Capital Markets June 2012 - Present
Bank of America Merrill Lynch July 2007 - December 2011
Southwestern Energy November 2006 - July 2007
Skills
Commodities, Risk Management, Derivatives, Oil, Natural Gas, Options, Swaps, Energy Trading, Front Office, Electricity Markets, Power, Crude Oil
Education
Texas A&M University 2001 — 2005
BBA, Finance
Hewlett-Packard July 2015 - Present
Hewlett-Packard June 2013 - Present
Bank of America Merrill Lynch 2006 - 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Budgets, Project Management, Auditing, Valuation, Finance, Portfolio Management, Capital Markets, Asset Management, Credit Analysis, Investments, Negotiation, Derivatives, Business Analysis, Due Diligence, Risk Management
Education
Texas A&M University 2012 — 2014
Master of Business Administration (MBA)
Texas State University 2002 — 2006
BBA, Finance
Affirm, Inc. June 2015 - Present
Reformation November 2013 - April 2015
Etsy June 2012 - November 2013
Bank of America Merrill Lynch June 2011 - August 2011
Cape Venture Partners April 2010 - May 2010
UBS Investment Bank June 2007 - April 2010
Bear Stearns July 2006 - June 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Economics
Bank of America Merrill Lynch February 2007 - Present
Institute of Software Engineers/Texas A&M University September 2005 - December 2006
Skills
Java, Business Analysis, Trading Systems, SDLC, Derivatives, Agile Methodologies, SQL, Requirements Gathering, Software Project...
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA, Finance, Strategic Management, Entrepreneurship
Texas A&M University 2005 — 2006
Master's, Computer Science
JNTU College of Engineering, Hyderabad 2001 — 2005
Bachelor's, Computer Science, University Gold Medal
Morgan Stanley November 2012 - Present
Bank of America Merrill Lynch May 2010 - October 2012
Voltaire Inc November 2008 - May 2010
Voltaire April 2005 - October 2008
Voltaire 2001 - 2004
Skills
Infiniband, Linux, TCP/IP, RDMA, System Architecture, Computer Science, Kernel Programming, C++, Perl, Virtualization, Cloud Computing, Architecture, Enterprise Software, High Availability, Multithreading, OOP, Python, Electronic Trading, Object Oriented Design, Shell Scripting
Education
Swinburne University of Technology in Israel/ISEMI 1998 — 2000
Master of Entrepreneurship and Innovation, Enterpreneurship
Tel Aviv University 1986 — 1991
B.Sc, Physics
Bank of America Merrill Lynch November 2009 - Present
Fannie Mae June 2008 - July 2009
Fannie Mae February 2005 - June 2008
Fannie Mae August 2001 - February 2005
Fannie Mae June 1999 - August 2001
GBM Corporation September 1994 - August 1997
TELCOR Nicaragua July 1990 - September 1994
COCESNA July 1988 - February 1990
Skills
Operational Risk..., Operational Risk, Risk Assessment, Incident Response, Crisis Management, Information Security..., SharePoint, Process Development, Business Continuity, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Team Leadership, Governance, Internal Audit, Banking, IT Audit, Business Process, Security, Risk Management, Management, Business Process..., Financial Services, Project Management, Information Security, Program Management, Analysis, Leadership, Software Development, Process Simulation, Team Building, Telecommunications, Due Diligence, Information Technology, Executive Management
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Information Systems and Security Management
Tecnológico de Monterrey 1984 — 1988
BSEE, Electronics & Telecommunications Engineering
Instituto San Miguel 1981 — 1983
High School
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
IDC Elevator January 2013 - May 2013
Sterling Infosystems, Inc. June 2012 - August 2012
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Business Strategy, Teamwork, Team Leadership, Data Analysis, Market Research, Account Management, Series 63, Public Relations, Series 79, Bloomberg Terminal, FactSet
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.)
Livingston High School 2006 — 2010
Tel Aviv University
Overseas Program
Seabury Financial Solutions LLC - FXOne December 2014 - Present
Bank of America Merrill Lynch September 2014 - December 2014
OTC Global Holdings LP December 2010 - August 2014
Inertia Power, LLC November 2013 - June 2014
Lightspeed Financial, Formerly E*Trade Pro March 1999 - December 2010
Life-Tech, Inc 1989 - 1999
Skills
Software Development, Microsoft SQL Server, C#, .NET, VB.NET, Android, Linux, MySQL, Web Services, Windows, Programming, SSRS, SOAP, Web Applications, Objective-C, Object Oriented Design, SQL, Software Engineering, Software Design, OS X, Crystal Reports, Visual Studio, Business Intelligence, Java, WPF, OOP
Education
Texas Southern University 2003 — 2006
Educational Testing Service (ETS) October 2012 - Present
Bank of America Merrill Lynch March 2010 - November 2012
Manor House Publishing October 2009 - March 2010
Syracuse Post-Standard August 2008 - November 2008
Skills
Microsoft Office, Adobe Creative Suite, Documentum, Quality Center, PF-PAD, Brightcove, HTML/XML, JavaScript, SEO, SharePoint, Live Meeting, Visio, Editing, Information Architecture, Testing, Web Content Management
Education
Syracuse University 2005 — 2009
B.S., Magazine
UBS Investment Bank March 2015 - June 2015
Bank of America Merrill Lynch April 2014 - December 2014
JPMorgan Chase October 2011 - January 2014
JPMorgan September 2000 - June 2009
JPMorgan September 1994 - September 2000
Skills
Equities, Fixed Income, Collateral Management, Bonds, Securities Lending, Securities, Corporate Actions, Customer Service, Bloomberg, Financial Analysis, Middle Office, Research, SharePoint, Prime Brokerage, Banking, Cash, Stocks, MBS, Mortgage modifications, Customer relations, Reconciliations, DTC, Fixed Income Products, Accounts Receivable, Balance Sheet..., Warehouse Lending, Securitization, Fed Settlements
Education
Saint Peter's University 2011 — 2014
MBA, Finance
Temple University
Bachelors Degree
Ketchum August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Syracuse University Athletics August 2013 - May 2015
SUNY Downstate Medical Center June 2014 - August 2014
State of NY Metropolitan Transportation Authority May 2013 - August 2013
Skills
Microsoft Office, Adobe Design Programs, Final Cut Pro, SPSS, MRI, Twitter, Facebook, Wordpress, AP style writing, Windows, Macintosh Applications, AP Style, WordPress, Press Releases
Education
Syracuse University 2011 — 2015
Bachelor of Arts (B.A.), Public Relations
Wells Fargo Advisors January 2015 - Present
Bank of America Merrill Lynch August 2010 - January 2015
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, 401k, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, Financial Planning, Financial Advisory
Education
Temple University - Fox School of Business and Management 1987 — 1990
Bachelor of Arts (B.A.), Finance & Economics
Bethlehem Catholic High School 1979 — 1983
Bank of America Merrill Lynch July 2015 - Present
Quanta Services September 2012 - July 2015
Deloitte September 2010 - September 2012
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, Team Leadership, SEC filings, Process Improvement, External Audit, Financial Accounting, GAAP, US GAAP, Forecasting, Business Analysis, Data Analysis, Financial Analysis, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Modeling, Sarbanes-Oxley, Hyperion Enterprise, Internal Controls, Assurance, Variance Analysis, Tax, Internal Audit, Cost Accounting, Financial Statements, Consolidation
Education
Texas A&M University 2009 — 2010
Master of Science (M.S.), Management
Texas A&M University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Bank Of America Merrill Lynch August 2014 - Present
EMC September 2013 - December 2013
EY June 2013 - August 2013
Tata Consultancy Services October 2009 - July 2012
Skills
Object Oriented Design, Data Structures, Microsoft SQL Server, PL/SQL, C, Core Java, XML, C#, C++, Eclipse, JavaScript, Python, Struts, HTML
Education
Syracuse University 2012 — 2014
Master of Science (MS), Computer Engineering, 3.67
Direct Energy September 2014 - Present
McGladrey August 2013 - September 2014
American Appraisal Associates July 2011 - August 2013
Bank of America Merrill Lynch May 2008 - July 2011
Education
Texas A&M University - Mays Business School 2003 — 2007
BBA
Texas A&M University - Mays Business School 2003 — 2007
BBA
Equity One, Inc September 2011 - Present
Martha Stewart Living Omnimedia April 2010 - September 2011
Bank of America Merrill Lynch 2006 - 2010
Morgan Stanley 2007 - 2008
Pfizer Inc 1997 - 2006
Cisco System 2000 - 2002
Porter Novelli 1996 - 1997
Skills
Talent Management, Talent Acquisition, Employee Relations, Performance Management, Succession Planning, Organizational..., Onboarding, Employee Engagement, HRIS, Deferred Compensation, Leadership Development, Workforce Planning, Recruiting, Change Management, Human Resources, Benefits Negotiation, HR Policies, Hiring, Interviews, HR Consulting, Organizational Design, Leadership, Organizational..., Personnel Management, Temporary Placement, Sourcing, Executive Search, Employee Benefits, Executive Coaching, College Recruiting, Career Development, Coaching
Education
Teachers College of Columbia University 1993 — 1995
MEd, Counseling Psychology
Teachers College of Columbia University 1993 — 1995
MA, Organizational Psychology
William Paterson University of New Jersey
Bachelor's Degree, Psychology
Bank of America Merrill Lynch July 2014 - Present
Time Warner Cable June 2013 - May 2014
Syracuse University August 2012 - May 2014
iConsult, Syracuse University January 2013 - June 2013
Say Yes to Education October 2012 - May 2013
Amdocs June 2011 - June 2012
FLY india July 2010 - June 2011
Skills
Corporate Communications, Technology, Information Management, Project Delivery, Technical Support, SQL, Microsoft Office, Requirements Gathering, Visio, Testing, Analysis, Systems Analysis, Database Design, MS Project, Microsoft SQL Server, Microsoft Project, C, C, HTML, Databases
Education
Syracuse University 2012 — 2014
Master's degree, Management Information Systems, General
Mumbai University 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering, Distinction
St. Josephs Convent High School 2000 — 2005
Bank of America Merrill Lynch June 2015 - August 2015
Macy's June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Teamwork
Education
Texas A&M University 2011 — 2015
BBA, Finance and Financial Management Services
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor's Degree, Finance and Financial Management Services
Swiss Re Asset Management June 2014 - Present
Linedata February 2012 - May 2014
Bank of America Merrill Lynch July 2011 - February 2012
Lord, Abbett & Co. LLC February 2005 - July 2011
Guggenheim Partners September 2002 - October 2004
Cigna June 1999 - August 2002
Skills
Trading Systems, Electronic Trading, Business Analysis, Fixed Income, Equities, Market Data, SDLC, Middle Office, Equity Trading, Bloomberg, Asset Management, Project Management, Vendor Management, Mutual Funds, Hedge Funds, Derivatives, IT Management, Asset Managment, Back Office, Order Management, Portfolio Management, Agile Project Management, SQL, Securities, FX trading, Options, Trading, IT Strategy, Financial Markets, Capital Markets, FX Options, Business Requirements, Business Process..., R, Python
Education
The University of Hong Kong 1996 — 1996
Syracuse University
Bachelor of Science (B.S.), Information Technology & Management
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group August 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
Razorsight May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis
Education
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch June 2015 - August 2015
FIMI Opportunity Funds 2014 - 2014
Natural Intelligence 2012 - 2014
Israeli Navy - Command and Control (C&C) Central Operations Unit 2004 - 2007
Skills
Equity Research, Capital Allocation, Security Analysis, Market Research, Competitive Analysis, Financial Modeling, Business Strategy, Public Speaking, Microsoft Excel, Presentation Skills, Analysis, Team Management, Leadership, Business Development, Training, Market Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Tel Aviv University 2008 — 2011
BA, Economics, High Honors (Magna Cum Laude)
Bridgeton Group December 2014 - Present
Bank of America Merrill Lynch September 2004 - December 2014
Entergy-Koch Trading November 1998 - January 2004
Skills
Trading, Commodity Markets, Hedge Funds, Commodity, Hedging, Financial Modeling, Financial Markets, Management, Financial Risk, Proprietary Trading, Bloomberg, Trading Systems, Swaps, Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Fixed Income, Valuation, Electronic Trading, Energy, Market Risk, Derivatives, Spread Trading, Risk Management, Futures Trading, Options, Investments
Education
Texas A&M University
Bachelor's Degree, Finance, General
Bank of America Merrill Lynch June 2015 - Present
Blue River Partners, LLC January 2014 - September 2014
Skills
Microsoft Excel, Microsoft Word, Access, QuickBooks
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance Major, Energy Management Minor
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan May 2013 - August 2013
C-FAR Farms May 2009 - August 2012
Skills
Portfolio Management, Banking, Financial Analysis, Risk Management, Microsoft Excel, Accounting, Financial Markets, Financial Reporting, Financial Modeling, Credit, Teamwork
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch August 2011 - Present
AXA Advisors July 2010 - July 2011
Able World Trading LLC May 2009 - August 2009
Education
Syracuse University 2006 — 2010
BA, Economis, History
Citi March 2015 - Present
Bank of America Merrill Lynch July 2010 - February 2015
JP Morgan Chase November 2006 - July 2010
Continental Airlines July 2000 - November 2006
Idea Integration August 1998 - June 2000
Texas Transportation Institute June 1997 - June 1998
Skills
Business Analysis, SDLC, IT Strategy, Disaster Recovery, Enterprise Architecture, Vendor Management, IT Management, Business Continuity, Integration, SQL, Infrastructure, Data Warehousing, Requirements Analysis, Sybase, ITIL, Oracle, Microsoft SQL Server, Business Intelligence, Agile Methodologies, Software Project..., SharePoint, Visio, Security, Risk Management, Network Administration, Solution Architecture, IIS, Unix, Solaris, Leadership, Databases, IT Service Management, Requirements Gathering
Education
Texas A&M University 1993 — 1998
B.A. Business Analysis, MIS
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch February 1998 - November 2008
Merrill Lynch February 1998 - September 2008
Merrill Lynch 1999 - 2008
Skills
Budgets, Vendor Management, Relationship Management, Contract Negotiation, Financial Services, Leadership, Team Building
Education
Temple University 1985 — 1989
Bachelor, Business Administrtation
High School- Archbishop Wood 1980 — 1984
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Superior Building Systems June 2013 - August 2013
Texas Senate May 2012 - August 2012
Skills
Statistics, Data Analysis, PowerPoint, Microsoft Excel, Econometrics, Economics, Access, Financial Modeling, Microsoft Office, Research, Microsoft Word, Financial Analysis, Politics, Government
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
State Street September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Warren Ave Market February 2013 - June 2015
Lambda Chi Alpha Fraternity, Inc. September 2014 - April 2015
Robert R. Taylor Network May 2010 - May 2013
Investment Banking Institute July 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Word, Mergers & Acquisitions, Analysis, Public Speaking, Social Media, Research, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science, Bachelor of Arts, Finance and Economics
Brockton High School 2007 — 2011
International Baccalaureate Diploma Programme
Southcross Energy June 2015 - Present
Southcross Energy July 2012 - June 2015
TGGT Holdings, LLC October 2011 - July 2012
FTI Consulting March 2009 - October 2011
Bank of America Merrill Lynch July 2007 - March 2009
Deloitte & Touche February 2006 - May 2006
Skills
Financial Modeling, Due Diligence, M&A Target Valuation, Financial Analysis, Corporate Finance, Business Valuation, Financial Reporting, Credit Analysis, Debt Restructuring, Capital Markets..., Competitor / Industry..., Valuation, Restructuring, Capital Markets, Corporate Development, Investment Banking, Strategy, Acquisitions, Equities, Strategic Financial..., LBO, Business Strategy, M&A experience, Mergers & Acquisitions, Financial Planning
Education
Texas A&M University 2002 — 2007
BBA, Accounting
Texas A&M University 2002 — 2007
MS, Finance
First CornerStone Bank November 2014 - Present
Eagle National Bank October 2013 - October 2014
Equimax Commercial Capital June 2006 - October 2013
Bank of America Merrill Lynch November 2010 - February 2012
Skills
Mortgage Lending, Loans, Credit, Retirement Planning, Credit Analysis, Investment Banking, Commercial Lending, First Time Home Buyers, Investors, Portfolio Management, Wealth Management, Commercial Banking, Securities, Commercial Mortgages, Banking, Investments, Strategic Financial..., Residential Mortgages, Mortgage Banking, Real Estate, Series 7, Loan Origination, Risk Management
Education
Temple University - Fox School of Business and Management 1984 — 1986
MBA, Finance
University of Pittsburgh 1977 — 1981
BA, Economics
Bank of America Merrill Lynch July 2015 - Present
Texas A&M University August 2013 - May 2015
Bank of America June 2014 - August 2014
Austin Bank July 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Accounting, Valuation, Financial Modeling, Corporate Finance, Finance, Economics, Financial Reporting, Analysis, Microsoft Excel, Banking, Business Analysis, Investments, Financial Accounting, Access, Portfolio Management
Education
Texas A&M University - Mays Business School 2011 — 2015
Finance
Bank of America Merrill Lynch November 2010 - Present
Wells Fargo April 2004 - October 2010
Wells Fargo Bank 2004 - October 2010
Bank of America 1998 - 2004
Education
Texas A&M University 1993 — 1997
100 Women In Hedge Funds July 2014 - Present
Pershing LLC, a BNY Mellon company November 2013 - Present
State Street Global Advisors September 2012 - November 2013
Bank of America Merrill Lynch January 2010 - July 2011
Fidelity Prime Services February 2006 - December 2009
Bear Stearns May 2000 - 2006
State Street Global Advisors 1996 - 2000
Skills
Prime Brokerage, Capital Markets, Series 7, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Series 63, Securities Lending, Derivatives, Bloomberg, Electronic Trading, Trading Systems, Finance, Options, Asset Management, Relationship Management
Education
Syracuse University 1992 — 1996
BS
NexGen Communication Inc, Upadpro LLC, Pakore LLC & Global Mobile Konnections LLC July 2013 - Present
Bank of America Merrill Lynch July 1999 - July 2013
Skills
Agile Methodologies, Risk Management, Corporate Finance, Portfolio Management, Integration, IT Strategy, Entrepreneurship, Mobile Devices, Mobile Applications, Product Development, B2B, Start-ups, Vendor Management, Retail, Sales Management, E-commerce, Full SDLC, Project Management, Management, Change Management, Leadership, Data Center, Business Process
Education
Temple University - Fox School of Business and Management 2014 — 2015
Master of Business Administration (M.B.A.), International/Global Studies
Marathwada University, Nilanga, Maharashtra, India 1991 — 1995
Bachelor in Electronics (B.E), Electronics Engineering
Bank of America Merrill Lynch February 2010 - Present
Bank of America February 2007 - February 2010
Bank of America July 2004 - February 2007
Banc of America Securities July 2006 - August 2006
ConocoPhillips June 2003 - August 2003
Davis & Opper, P.C. June 2002 - August 2002
Skills
Fluent in Spanish, Private Pilot, Financial Modeling, Loans, Investment Banking, Portfolio Management, Capital Markets, Financial Structuring, Valuation, Finance, Credit, Banking, Credit Analysis, Corporate Finance, Fixed Income
Education
Texas A&M University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch 2012 - Present
Bank of America 2006 - 2012
eResearch Technology 2004 - 2006
Skills
Derivatives, Risk, Equities, Business Analysis, Product Management, PMP, Customer Relations, Team Leadership, Strategic Planning, Bloomberg, Capital Markets, Customer Service, Equity Derivatives, Financial Analysis, Financial Risk, Management, Options, Portfolio Management, Risk Management, Trading
Education
Temple University 2001 — 2003
MS, MIS
University of Mumbai 1997 — 2001
BE, Electronics Engineering
Jamnabai Narsee School 1982 — 1995
Bloomberg LP November 2014 - Present
Bank of America February 2014 - November 2014
Bank of America Merrill Lynch August 2012 - January 2014
Bank of America July 2011 - August 2012
Bank of America June 2010 - June 2011
DKNY International September 2009 - December 2009
Retensa May 2009 - September 2009
Tracy Matthews Designs, Inc. September 2006 - September 2009
Turner Dunn Homes April 2005 - July 2006
Terra Holdings Direct, LLC November 2003 - March 2005
Skills
Organizational..., Employee Relations, Performance Management, Recruiting, Human Resources, Finance, Organizational..., Leadership Development, Budgets, Business Strategy, Banking, Program Management, Problem Solving, Budgeting, College Recruiting
Education
Teachers College of Columbia University 2008 — 2010
Master of Arts (MA), Social-Organizational Psychology
University of California, Santa Barbara 1997 — 2001
BA, Psychology
Four Seasons Compassion for Life October 2014 - Present
Freelance IT Consultant & Service Provider March 2014 - September 2014
Bank of America Merrill Lynch March 2010 - February 2014
Global Knowledge Group (GKG) July 2008 - March 2010
Crosswise Learning January 2007 - July 2008
K2Share March 2005 - October 2006
AIG American General December 1996 - May 2005
Americo Financial Life and Annuity (Great Southern Life) March 1995 - December 1996
Skills
IT Management, Program Management, Project Management, Business Process..., Analysis, Product Management, Large Scale System..., Life Insurance, Commercial Banking, Risk Management, Management, Leadership, Business Intelligence, IT Solutions, Consulting, Process Improvement, Strategy, Business Analysis, Team Leadership
Education
Texas A&M University 1990 — 1994
Bachelor of Arts (BA), Sociology
Bank of America Merrill Lynch December 2014 - Present
Roaring Fork Advisors May 2013 - June 2014
Velite Capital Management March 2010 - April 2013
Reliant Energy July 2009 - March 2010
BP June 2007 - April 2008
ConocoPhillips August 2004 - June 2007
Reliant Energy July 2003 - August 2004
Duke Energy March 2000 - August 2001
Engage Energy January 1999 - March 2000
Skills
Commodity Markets, Energy, Natural Gas, Hedging, Risk Management, Options, Hedge Funds, Energy Markets, Commodity, Derivatives, Valuation, Trading, Financial Modeling, Market Risk, Commodity Risk..., Quantitative Analytics, Trading Strategies, Swaps, Trading Systems, Technical Analysis, Quantitative Finance, Bloomberg, Financial Markets
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Texas A&M University
Chase Middle Market Treasury Services October 2013 - Present
J.P. Morgan November 2010 - October 2013
Bank of America Merrill Lynch March 1999 - November 2010
Bank of America NA February 1994 - March 1999
Nationsbank 1992 - 1994
Skills
Working Capital..., Treasury Services, Liquidity Management, Sales Management, Operations Management
Education
Texas A&M University 1987 — 1992
Business Administration, Finance
Center High School 1984 — 1987
Bank of America Merrill Lynch September 2014 - Present
Charter Communications January 2014 - August 2014
Time Warner Cable April 2012 - January 2014
Time Warner Cable January 2010 - April 2012
Titan Technology Partners August 2008 - January 2010
Pinnacle Group Worldwide June 2008 - January 2010
Laidlaw & Company (UK), Ltd. December 2006 - May 2008
Skills
Management, Marketing Strategy, Strategy, Segmentation, Sales Process, B2B, Selling, Account Reconciliation, Supply Chain Management, Research, Public Relations, Digital Strategy, Portfolio Management, Digital Media, Integrated Marketing, Microsoft Excel, Public Speaking, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Corporate Finance and Strategy
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science, Dual Degree in Finance & Information Technology
Bank of America Merrill Lynch August 2015 - Present
Marlin Business Services Corp June 2014 - July 2015
US Bank October 2010 - May 2014
Green Bank 2009 - 2010
Green Bank 2008 - 2009
JP Morgan Chase 2005 - 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1998 - 2001
Skills
Commercial Lending, Commercial Real Estate, Public Speaking, Loans, Credit Analysis, Credit, Banking, Financial Analysis, Portfolio Management, Relationship Management, Due Diligence, Small Business Lending, Business Development, Strategic Planning, Commercial Banking, Customer Service, Management, Leadership, Lines Of Credit
Education
Texas A&M University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Las Cruces High School 1989 — 1993
Bank of America Merrill Lynch December 2007 - Present
Stony Brook-Millstone Watershed Association August 2004 - December 2007
Partners in Professional Marketing April 1995 - August 2004
Princeton Partners, Inc. April 1993 - April 1995
Skills
Marketing Communications, Marketing, Advertising, Financial Services, Strategic Planning, Public Speaking, Public Relations, Newsletters, Fundraising, Management
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Marketing
University of Pennsylvania
Bachelor of Arts (BA) cum laude, English
Bank of America Merrill Lynch April 2010 - Present
Banc of America Securities January 2009 - March 2010
Merrill Lynch June 1993 - January 2009
Education
Syracuse University 1988 — 1993
BS, Electrical Engineering
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 1998 - December 2008
Coopers & Lybrand 1991 - 1997
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Capital Markets, Business Process..., Business Analysis, Financial Services, Vendor Management, Change Management, Project Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS
AB Private Credit Investors May 2015 - Present
ORIX Leveraged Finance April 2014 - Present
ORIX Leveraged Finance August 2011 - March 2014
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2008 - May 2011
Education
Texas A&M University - Mays Business School 2004 — 2008
Finance
Bank of America Merrill Lynch March 2015 - Present
Citi Global Energy Group April 2013 - May 2014
Quantum Resources Management, LLC March 2012 - March 2013
Newfield Exploration - Corporate November 2011 - March 2012
Newfield Exploration - Gulf Coast September 2010 - November 2011
Newfield Exploration - Mid-Continent June 2008 - September 2010
Hewlett-Packard August 2005 - May 2008
Stress Engineering Services Inc May 2005 - August 2005
Skills
Reservoir Engineering, Reserves, Petroleum Engineering, Drilling, Energy, Oilfield, Formation Evaluation, Aries, Well Logging, Log Analysis, Spotfire, Divestitures, Petrophysics, Oilfield Rentals, Power Systems, Wind Energy, Electronics
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Electrical Engineering
Texas A&M University 2007 — 2008
Master of Engineering, Petroleum Engineering
The University of Texas at Austin 2011 — 2013
M.B.A.
Bank of America Merrill Lynch August 2015 - Present
Whitney Bank October 2014 - July 2015
Regions Financial Corporation March 2014 - October 2014
BBVA Compass September 2010 - March 2014
Citibank Texas, N.A. August 2008 - October 2010
Merrill Lynch March 2005 - August 2008
Amegy Bank October 2003 - March 2005
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Small Business Lending, Treasury Management, Banking, Underwriting, Financial Analysis, Lines Of Credit, Credit Risk, Investments, Asset Based Lending, Mortgage Lending, Loan Origination, New Business Development, Retail Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2014 - March 2015
Wells Fargo Securities September 2011 - June 2014
Alimidones Mexicanos May 2010 - August 2010
Strategic Outsourcing Incorporated January 2008 - May 2009
US Army January 2003 - January 2006
Skills
Spanish, Corporate Finance, Financial Modeling, Bloomberg, Management, Supply Chain, Data Analysis, Microsoft Excel, Financial Analysis, Military, Windows, Training, Investments
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
IMBA, Finance, Developmental Economics, Spanish
Tecnológico de Monterrey 2010 — 2010
Semester Abroad, Spanish, Business
Otto-Friedrich-Universität Bamberg 2008 — 2008
Semester Abroad, German
Appalachian State University 2006 — 2008
BSBA, International Business
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch May 2007 - Present
Toyota Motorsport GmbH November 2006 - December 2006
Dresdner Bank July 2006 - November 2006
Skills
Fast Learner, Valuation, Financial Modeling, Business Strategy, MS Project, Analysis, Business Intelligence, Investment Banking, Strategic Planning, Financial Analysis, Corporate Finance, Portfolio Management, Capital Markets, Equities, Banking, Financial Markets, Emerging Markets
Education
Universidade de São Paulo 2003 — 2008
Engineer, Production Engineering
Technische Universität Darmstadt 2006 — 2006
Ingenieurwesen, BWL
Ridgemont Equity Partners July 2014 - Present
Ridgemont Equity Partners July 2010 - July 2014
Bank of America Merrill Lynch 2007 - 2010
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, M&A experience, Venture Capital, Business Valuation, Capital Markets, Equities, Equity Research, Financial Reporting, Financial Analysis, Mergers & Acquisitions
Education
Texas A&M University 2003 — 2007
BS, Electrical Engineering
Bank of America July 2013 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch 2005 - 2009
Bank of America April 2004 - April 2005
Skills
Strategy, Six Sigma, Project Portfolio..., Project Management, Management, Process Engineering, Leadership, Business Process Design, Business Architecture, Business Process..., Information Architecture, Portfolio Management, Performance Management, Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Solution Architecture, Vendor Management, Banking
Education
Texas State University 1998 — 2000
MS
Texas State University 1993 — 1998
BS
KeyBanc Capital Markets October 2014 - Present
BBVA Compass September 2011 - September 2014
Bank of America Merrill Lynch 2008 - September 2011
LaSalle Bank 2007 - 2008
JP Morgan Chase 2002 - 2005
Fleet Bank 1994 - 2002
Skills
Financial Analysis, Due Diligence, Commercial Lending, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Credit Analysis
Education
Texas Christian University
MBA, Finance
The University of Texas at Arlington - College of Business
BBA, Finance
Bank of America Merrill Lynch October 2014 - Present
Anne Arundel County Public Schools October 2014 - Present
Central Casting February 2013 - Present
Freelance January 2012 - Present
Bonefish Grill October 2014 - November 2014
The Dirk Swain Foundation February 2013 - December 2013
Circuit Court for Baltimore City June 2011 - March 2012
New York Film Academy 2012 - 2012
Circuit Court for Baltimore City February 2010 - June 2011
Macy's October 2009 - January 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Acting, Improvisation, Creative Writing, Directing, Stage Management, Video Editing, Producing, Public Relations, Photoshop, Dark Comedy, Plays, Comedy, Shakespeare
Education
New York Film Academy 2011 — 2012
Acting For Film, Scene Study, Stage Managing, 3 Camera Sitcom Comedy, Improvisation
Temple University 2005 — 2009
Bachelor of Arts (B.A.), Broadcast Journalism
Bank of America - Merrill Lynch August 2010 - Present
BP North American Gas and Power November 2008 - October 2010
BP North American Gas and Power June 2006 - November 2008
Duke Energy 2000 - 2004
Enron Capital and Trade 1998 - 1999
Skills
Trading, Financial Reporting, Risk Management, Derivatives, Commodity, Accounting, Commodity Markets, Financial Analysis, Financial Risk, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Finance, Valuation, Due Diligence, Energy
Education
Texas A&M University 1989 — 1993
BBA, Accounting
Bank of America Merrill Lynch July 2015 - Present
First Protocol, Bank of America Global Event Marketing May 2013 - Present
Silver Lining Society September 2005 - Present
OneWayFurniture.com July 2006 - May 2013
David Lerner Associates, inc. June 2001 - June 2004
Skills
Marketing, Sales, Social Media, Event Planning, Customer Service, Trade Shows, New Business Development, Sales Management, Merchandising, Event Management, Advertising, B2B, Microsoft Excel, Product Development, Strategic Partnerships, Hospitality, Outlook, Public Speaking, E-commerce, Microsoft Office 2007, Power Point, PowerPoint, Vendor Relations, Internet Services, SharePoint, Selling
Education
Syracuse University 2002 — 2006
Bachelor's degree, Nutrition
Dynegy May 2014 - Present
Bank of America Merrill Lynch October 2011 - May 2014
Bank of America Merrill Lynch November 2009 - October 2011
Deloitte January 2008 - November 2009
Education
Texas A&M University 2006 — 2007
Master of Science, Accounting
Texas A&M University 2002 — 2006
BBA, Accounting
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch Commodities November 2009 - September 2013
Skills
Commodity Markets, Middle Office, Financial Modeling, Financial Analysis, Derivatives
Education
Texas A&M University - Mays Business School 2005 — 2009
B.B.A., Finance
Bank of America Merrill Lynch February 2014 - Present
Texas A&M University August 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Texas A&M University January 2013 - June 2013
Deloitte Consulting June 2010 - June 2012
Calsoft October 2009 - April 2010
Skills
Java, JavaScript, jQuery, C, C++, SQL, PL/SQL, HTML, CSS, Linux, J2EE Application..., Microsoft SQL Server, Testing, SSAS 2008, SSRS, SSIS, Software Documentation, Databases, JSP development, CSS3, HTML5, Visual Basic, Apache Tomcat, PHP, Sterling Commerce, Web Applications, Integration, Oracle
Education
Texas A&M University - Mays Business School 2012 — 2013
Master's degree, Management Information Systems, 4.0/4.0
University of Pune 2006 — 2010
Bachelor of Engineering (B.E.), Computer Engineering, 3.85/4.0
D.A.V Public School 1995 — 2006
Lazard September 2015 - Present
Simmons & Company International August 2014 - September 2015
Simmons & Company International June 2012 - August 2014
Bank of America Merrill Lynch March 2011 - June 2012
Guggenheim Partners June 2010 - August 2010
D. R. Horton, Inc. July 2006 - July 2009
D. R. Horton, Inc. July 2004 - July 2006
Education
Texas A&M University 2009 — 2010
MBA, Finance, 4.0
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Business Management & Entrepreneurship
Bank of America Merrill Lynch January 2011 - Present
USAA Real Estate Company June 2010 - August 2010
Hixon Properties Inc. May 2009 - July 2009
Koontz McCombs Commercial Real Estate May 2008 - July 2008
Catalyst Construction June 2006 - July 2006
Skills
Asset Managment, Financial Analysis, Commercial Real Estate, Due Diligence, Financial Modeling, Finance, Portfolio Management, Corporate Finance, Acquisitions, Asset Management, Credit Analysis, Corporate Real Estate, Real Estate
Education
Texas A&M University - Mays Business School 2009 — 2010
Masters, Real Estate
Texas A&M University - Mays Business School 2005 — 2010
BBA, Finance
BADR Investments March 2015 - Present
KeyBanc Capital Markets October 2013 - March 2015
BMO Capital Markets February 2012 - October 2013
Bank of America Merrill Lynch 2011 - February 2012
Natural Gas Partners January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Valuation, Private Equity, Investment Banking, Energy, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Financial Analysis, LBO, Investments, Mergers & Acquisitions, Venture Capital, DCF, Hedge Funds, Portfolio Management, Capital IQ, Fixed Income
Education
Texas Christian University 2007 — 2011
BBA, Finance, Energy
Bank of America Merrill Lynch September 2005 - Present
Public Financial Management August 2003 - September 2005
Skills
Financial Modeling, Series 7, Valuation, Capital Markets, Fixed Income, Investment Banking, Series 63, Alternative Investments, Financial Analysis, Securities, Investments, Structured Finance, Financial Structuring, Financial Markets, Asset Allocation, Finance
Education
Syracuse University 2002 — 2003
M.P.A., Public Administration
Cornell University 1998 — 2002
B.A., Government / Economics
Bank of America Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney October 2005 - March 2011
Banc of America Investment Services, Inc. 2002 - 2005
Quick & Reilly, Inc. 1996 - 2002
Skills
Mutual Funds, Portfolio Management, Financial Services, Management, Investments, Securities, Financial Risk, Series 63, Series 7, Finance, Wealth Management, Sales, Equities
Education
Saint John's University 1976 — 1978
MBA, Finance
Temple University 1970 — 1974
BBA, Organizational Management
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch December 2011 - February 2014
Merrill Lynch June 2008 - December 2011
Skills
Business Development, Series 7, Finance, New Business Development, Sales Operations, Financial Analysis, Client Relations, Problem Solving, Client Prospecting, Sales, Microsoft Office, Marketing, Account Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2015 - Present
Oak Hill Advisors, L.P. March 2014 - August 2015
Jamak Fabrication May 2011 - February 2014
Jamak Fabrication July 2009 - May 2011
Skills
Marketing Strategy, Competitive Analysis, Microsoft Excel, Marketing, Forecasting, Marketing Management, Financial Analysis, Inventory Management, Management, Cost Accounting, Analysis
Education
The University of Texas at Arlington 2011 — 2013
Master of Science (MS), Accounting
Texas Christian University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - November 2014
Bank of America May 2011 - May 2013
Bank of America January 2010 - April 2011
Skills
Banking, Business Analysis, Business Strategy, Certified Green Belt, Business Process..., Strategic Communications, Change Management, Risk Management, Business Continuity, Project Management, Portfolio Management, Gap Analysis, Retail Banking, Relationship Management, Financial Analysis, Financial Risk, Adobe Creative Suite, Mortgage Banking, Financial Services, Credit, Process Improvement, Vendor Management, Strategy
Education
The University of Texas at San Antonio 2003 — 2006
Master of Business Administration (M.B.A.)
Texas A&M University 1999 — 2003
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch 2006 - Present
Societe Generale 2005 - 2006
RiskMetrics Group 1999 - 2005
J.P. Morgan 1995 - 1999
Skills
Data Management, Data Modeling, Software Project..., Business Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
M.S., Management Information Systems
Syracuse University 1991 — 1995
B.S., Information Management and Technology
BARCLAYS TECHNOLOGY CENTRE INDIA PRIVATE LIMITED February 2013 - Present
BarclaycardUS May 2012 - December 2012
Bank of America Merrill Lynch August 2010 - April 2012
Wells Fargo February 2009 - August 2010
Texas State University September 2006 - August 2008
Skills
Microsoft SQL Server, ASP.NET, SQL, Web Services, XML, Agile Methodologies, Oracle, WCF, JavaScript, Requirements Analysis
Education
Texas State University-San Marcos 2006 — 2008
Masters, Computer Science
Noble Drilling January 2015 - Present
Enterprise Rent-A-Car January 2011 - January 2015
Bank of America Merrill Lynch 2009 - 2010
Skills
Customer Service, Sales, Microsoft Word, PowerPoint, Marketing, Customer Satisfaction, Teamwork, Microsoft Excel, Leadership
Education
Texas A&M University 2007 — 2011
BBA, Marketing
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch September 2013 - May 2015
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Accounting, PowerPoint, Credit Analysis, Microsoft Word
Education
Texas State University-San Marcos 2009 — 2013
BBA, Finance
Bank of America Merrill Lynch October 2010 - Present
Skills
Relationship Management, Commercial Banking, Credit Analysis, Financial Analysis, Credit
Education
Syracuse University 1975 — 1980
BLA, Landscape Architecture
Bank of America Merrill Lynch July 2015 - Present
NYU Stern School of Business August 2013 - July 2015
Bank of America Merrill Lynch June 2014 - August 2014
KPMG May 2012 - August 2013
KPMG August 2011 - April 2012
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Accounting, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Accounting
Tel Aviv University 2008 — 2011
Bachelor of Arts (BA), Accounting and Economics (Double Major), Magna Cum Laude
Bank of America Merrill Lynch June 2015 - Present
Goldberg Alerhand August 2010 - September 2014
Oliver Wyman 2008 - 2009
Skills
Special Situations, LBO, DCF, Capital IQ, High Yield, Equity Valuation, Equity Research, Sell Side, Industry Research, Buy-side, Bloomberg, Investment Banking, Equity Capital Markets, Visual Basic
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2005 — 2010
Finance
Bank of America Merrill Lynch January 2015 - Present
Deutsche Bank AG July 2003 - January 2015
Deutsche Bank March 1997 - June 2003
Investment Management Regulatory Organisation / FSA September 1994 - February 1997
US Securities and Exchange Commission September 1988 - August 1994
Education
Syracuse University College of Law 1985 — 1988
Doctor of Law (J.D.)
University of Virginia 1981 — 1985
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch Senior Vice President, East Region/National Accounts Market Executive, Dealer Financial ServicesBank of AmericaJanuary 1996 - Present
Skills
Banking, Credit, Risk Management, Loans, Management, Portfolio Management, Financial Analysis, Leadership, Credit Analysis, Commercial Banking
Education
Taylor University 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.9/4.0
Bank of America Merrill Lynch February 2001 - Present
Skills
Series 7, Series 63
Education
Syracuse University - Maxwell School
Widener University School of Law
Doctor of Law (JD)
Currently seeking new opportunities April 2014 - Present
Bank of America Merrill Lynch August 2006 - April 2014
Garza Real Estate May 2001 - May 2005
Lakeside Real Estate September 2000 - May 2001
Bank of America August 1997 - September 2000
Bank of America December 1985 - August 1997
Skills
Real Estate, Texas Real Estate..., Contract Management, Negotiation, Windows, Employee Training, Analysis, Risk Management, Communication, Troubleshooting, Consulting, Management, BSA, Outlook, AML, Global Financial System, Microsoft Word, Infinity, Vicor, Access, Fair Housing Law, Mainframe, Microsoft Excel, Forced Placed Insurance, Credit Bureau Reporting
Education
Texas A&M University
Online Real Estate Licensing Continuing Education
Texas Tech University
Online Real Estate Licensing Continuing Education
Leonard-Hawes School of Real Estate 2001 — 2001
Core Real Estate Licensing
TriFection Remodeling & Construction February 2011 - Present
Bank of America Merrill Lynch June 2002 - February 2011
Credit Suisse August 2001 - May 2002
Washington Mutual 1997 - 1999
Merrill Lynch 1996 - 1997
Olde Stockbrokers 1994 - 1996
Skills
Asset Management, Business Strategy, Financial Analysis, Management, Customer Service, Valuation
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Accounting
Texas A&M University 1989 — 1993
Bachelor of Science, Economics
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch June 2010 - January 2013
Citi January 2010 - June 2010
Citi July 2006 - January 2010
Bank of America June 2004 - July 2006
Bank of America June 2002 - June 2004
Skills
Banking, Financial Modeling, Valuation, Real Estate
Education
Texas A&M University 2001 — 2002
Masters, Finance
Texas A&M University 1997 — 2001
Bachelor of Science (BS), Accounting