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.
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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
Rick Rodman Rick Rodman's Bank of America Merrill Lynch Experience February 2004 - April 2014
Job Senior Vice President & Middle Market Section Manager
Industry Banking
Experience
Capital One Bank April 2014 - Present
Bank of America Merrill Lynch February 2004 - April 2014
EY November 1999 - March 2001
J.P. Morgan January 1989 - November 1999
Skills
Sales, Credit, Banking, Treasury Management, Relationship Management, Retail Banking, Commercial Banking, Loans, Commercial Lending, Mortgage Lending, Loan Origination, Leadership, Credit Analysis, Portfolio Management, Finance
Education
Baylor University - Hankamer School of Business 1988 — 1988
Master of Business Administration (M.B.A.), Finance
Baylor University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Capital One Bank April 2014 - Present
Bank of America Merrill Lynch February 2004 - April 2014
EY November 1999 - March 2001
J.P. Morgan January 1989 - November 1999
Skills
Sales, Credit, Banking, Treasury Management, Relationship Management, Retail Banking, Commercial Banking, Loans, Commercial Lending, Mortgage Lending, Loan Origination, Leadership, Credit Analysis, Portfolio Management, Finance
Education
Baylor University - Hankamer School of Business 1988 — 1988
Master of Business Administration (M.B.A.), Finance
Baylor University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Ian McCumber Ian McCumber's Bank of America Merrill Lynch Experience April 2013 - August 2013
Job
Industry Financial Services
Experience
Barclays Investment Bank August 2013 - Present
Bank of America Merrill Lynch April 2013 - August 2013
FirstBank February 2005 - October 2012
FirstBank September 2003 - February 2005
FirstBank November 2001 - September 2003
Education
University of Colorado at Boulder 1997 — 2001
BA
Beijing Foreign Studies University 2000 — 2000
Mandarin Chinese - semester of intensive language study.
Barclays Investment Bank August 2013 - Present
Bank of America Merrill Lynch April 2013 - August 2013
FirstBank February 2005 - October 2012
FirstBank September 2003 - February 2005
FirstBank November 2001 - September 2003
Education
University of Colorado at Boulder 1997 — 2001
BA
Beijing Foreign Studies University 2000 — 2000
Mandarin Chinese - semester of intensive language study.
Michelle Thiher Michelle Thiher's Bank of America Merrill Lynch Experience July 2014 - Present
Job Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bethel University September 2014 - Present
Bethel University September 2014 - Present
Bank of America Merrill Lynch July 2014 - Present
Federacion Empresarial Segoviana September 2013 - December 2013
La Crosse Loggers June 2013 - August 2013
Skills
Community Outreach, Public Speaking, Leadership, PowerPoint, Microsoft Office, Nonprofits, Financial Analysis, Microsoft Excel, Research, Budgets, Accounting, Event Planning, Social Media, Marketing, Teamwork
Education
Bethel University 2011 — 2015
Bachelor of Arts (B.A.), International Business, 3.8
Bethel University September 2014 - Present
Bethel University September 2014 - Present
Bank of America Merrill Lynch July 2014 - Present
Federacion Empresarial Segoviana September 2013 - December 2013
La Crosse Loggers June 2013 - August 2013
Skills
Community Outreach, Public Speaking, Leadership, PowerPoint, Microsoft Office, Nonprofits, Financial Analysis, Microsoft Excel, Research, Budgets, Accounting, Event Planning, Social Media, Marketing, Teamwork
Education
Bethel University 2011 — 2015
Bachelor of Arts (B.A.), International Business, 3.8
Emily Buchanan's Bank of America Merrill Lynch Experience June 2015 - Present
Job Middle Market Credit Analyst Intern at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Baylor University Office of Admissions January 2015 - Present
Bank of America 2015 - 2015
Rosetree Floral Design May 2014 - December 2014
Thee Design September 2013 - December 2014
Cache May 2013 - January 2014
Life Time - The Healthy Way of Life Company May 2011 - August 2012
Skills
Floral Design, Wedding Coordinating, Supervising, Inventory Management, Sales, Retail, Closings, Food Service, Waitressing, Cash Register, Food Preparation, Floor Cleaning
Education
Baylor University 2012 — 2016
Bachelor of Business Administration, Finance and Management, Senior
William B. Travis High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - Present
Baylor University Office of Admissions January 2015 - Present
Bank of America 2015 - 2015
Rosetree Floral Design May 2014 - December 2014
Thee Design September 2013 - December 2014
Cache May 2013 - January 2014
Life Time - The Healthy Way of Life Company May 2011 - August 2012
Skills
Floral Design, Wedding Coordinating, Supervising, Inventory Management, Sales, Retail, Closings, Food Service, Waitressing, Cash Register, Food Preparation, Floor Cleaning
Education
Baylor University 2012 — 2016
Bachelor of Business Administration, Finance and Management, Senior
William B. Travis High School 2008 — 2012
Colin Nass, CFP®'s Bank of America Merrill Lynch Experience 1996 - December 2011
Job Certified Financial Planner at Lenox Advisors
Industry Investment Management
Experience
Lenox Advisors June 2014 - Present
Deutsche Bank July 2012 - June 2014
Bank of America Merrill Lynch 1996 - December 2011
Skills
Certified Financial..., CFP, Personal Financial..., Equities, Portfolio Management, Estate Planning, Retirement Planning, Asset Management, Financial Markets, Hedge Funds, Series 7, Relationship Management, Prime Brokerage, Fixed Income, Financial Services, Capital Markets, Banking, Wealth Management..., Asset Managment, Derivatives, Alternative Investments, NASD series 3, 7, 8 &..., Management, CRM, Middle Office, Trading, Investments, Securities, Corporate Actions, Mutual Funds, Strategic Partnerships, Risk Management, FX Options, Trading Systems, Securities Lending, Emerging Markets, Bonds, Investment Banking, Bloomberg, Electronic Trading
Education
Baylor University - Hankamer School of Business
Master of International Management, International Business
University of Rochester
BS, Optics
Lenox Advisors June 2014 - Present
Deutsche Bank July 2012 - June 2014
Bank of America Merrill Lynch 1996 - December 2011
Skills
Certified Financial..., CFP, Personal Financial..., Equities, Portfolio Management, Estate Planning, Retirement Planning, Asset Management, Financial Markets, Hedge Funds, Series 7, Relationship Management, Prime Brokerage, Fixed Income, Financial Services, Capital Markets, Banking, Wealth Management..., Asset Managment, Derivatives, Alternative Investments, NASD series 3, 7, 8 &..., Management, CRM, Middle Office, Trading, Investments, Securities, Corporate Actions, Mutual Funds, Strategic Partnerships, Risk Management, FX Options, Trading Systems, Securities Lending, Emerging Markets, Bonds, Investment Banking, Bloomberg, Electronic Trading
Education
Baylor University - Hankamer School of Business
Master of International Management, International Business
University of Rochester
BS, Optics
Tardu Selim Sepin Tardu Selim Sepin's Bank of America Merrill Lynch Experience July 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - September 2012
Ernst & Young August 2008 - September 2008
Peppers & Rogers Group June 2008 - August 2008
Skills
Quantitative Finance, Financial Engineering, Operations Research, Optimization, Probability Theory, Market Microstructure, Algorithmic Trading, Trade Execution, Credit Derivatives, Structured Products, LaTeX, C++, Scientific Computing, Trading, Numerical Analysis, Algorithms, Python
Education
Princeton University 2009 — 2014
Doctor of Philosophy (PhD), Operations Research & Financial Engineering
Bilkent University 2005 — 2009
Bachelor of Science (BSc), Industrial Engineering
Robert College 2000 — 2005
High school degree, Mathematics & Science
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - September 2012
Ernst & Young August 2008 - September 2008
Peppers & Rogers Group June 2008 - August 2008
Skills
Quantitative Finance, Financial Engineering, Operations Research, Optimization, Probability Theory, Market Microstructure, Algorithmic Trading, Trade Execution, Credit Derivatives, Structured Products, LaTeX, C++, Scientific Computing, Trading, Numerical Analysis, Algorithms, Python
Education
Princeton University 2009 — 2014
Doctor of Philosophy (PhD), Operations Research & Financial Engineering
Bilkent University 2005 — 2009
Bachelor of Science (BSc), Industrial Engineering
Robert College 2000 — 2005
High school degree, Mathematics & Science
Richard Kantor Richard Kantor's Bank of America Merrill Lynch Experience April 2013 - Present
Job Director, Bank of America Merrill Lynch, Futures & Options & OTC Clearing
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2013 - Present
Barclays Capital March 2008 - February 2013
Barclays March 2008 - February 2013
Deutsche Bank March 2000 - January 2008
Skills
Fixed Income, Equities, Series 7, Derivatives, Capital Markets, Financial Services, Series 63, Trading Systems, Hedge Funds, Securities, Relationship Management, Bloomberg, Financial Markets, Asset Management, Investments
Education
SUNY Binghamton 1978 — 1982
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch April 2013 - Present
Barclays Capital March 2008 - February 2013
Barclays March 2008 - February 2013
Deutsche Bank March 2000 - January 2008
Skills
Fixed Income, Equities, Series 7, Derivatives, Capital Markets, Financial Services, Series 63, Trading Systems, Hedge Funds, Securities, Relationship Management, Bloomberg, Financial Markets, Asset Management, Investments
Education
SUNY Binghamton 1978 — 1982
Bachelor of Arts (B.A.), Economics
Brandon J. McCowan, MBA Brandon J. McCowan, MBA's Bank of America Merrill Lynch Experience February 2014 - Present
Job Assistant Vice President, Operations MBA Leadership Development Program at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch February 2014 - June 2015
eBOARDsolutions Inc. Georgia School Boards Association November 2010 - January 2014
Georgia Institute of Technology August 2012 - December 2013
McCowan Inc. January 2007 - September 2010
Wachovia Bank & Wachovia Securities Wells Fargo & Company 2006 - 2008
Wells Fargo Financial 2005 - 2006
GE Energy 2004 - 2004
Skills
Business Analysis, Financial Analysis, Financial Modeling, Business Development, Strategic Planning, Entrepreneurship, Team Leadership, Data Analysis, Project Management, Microsoft Office, CRM, Leadership Development, Nonprofits, Leadership, Marketing Strategy, SharePoint, Risk Management, Consulting, Sales, Operations Management, Finance, Selling, Analysis, Strategy, Business Process..., Performance Improvement, Financial Management, Building Client..., Presentations, Training Development, IT Solutions, Core Banking, Employee Training, Salesforce.com, Process Improvement, Networking, Training, Budgets, Team Building, Management Consulting, Forecasting, New Business Development, Business Process, Accounting, Business Strategy, Integration, Integrated Marketing, IT Strategy, Banking, Mergers & Acquisitions
Education
Georgia Institute of Technology 2012 — 2013
Scheller College of Business Master of Business Administration (MBA) - Global Business, Strategy and Organization
Georgia Institute of Real Estate 2005 — 2005
Sales Pre-license, Real Estate
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration: Finance Concentration with minors in Economics and International Studies
Beijing Foreign Studies University 2003 — 2003
International Studies, Intermediate Mandarin Chinese
Middlebury College 2002 — 2002
Mandarin Chinese
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch February 2014 - June 2015
eBOARDsolutions Inc. Georgia School Boards Association November 2010 - January 2014
Georgia Institute of Technology August 2012 - December 2013
McCowan Inc. January 2007 - September 2010
Wachovia Bank & Wachovia Securities Wells Fargo & Company 2006 - 2008
Wells Fargo Financial 2005 - 2006
GE Energy 2004 - 2004
Skills
Business Analysis, Financial Analysis, Financial Modeling, Business Development, Strategic Planning, Entrepreneurship, Team Leadership, Data Analysis, Project Management, Microsoft Office, CRM, Leadership Development, Nonprofits, Leadership, Marketing Strategy, SharePoint, Risk Management, Consulting, Sales, Operations Management, Finance, Selling, Analysis, Strategy, Business Process..., Performance Improvement, Financial Management, Building Client..., Presentations, Training Development, IT Solutions, Core Banking, Employee Training, Salesforce.com, Process Improvement, Networking, Training, Budgets, Team Building, Management Consulting, Forecasting, New Business Development, Business Process, Accounting, Business Strategy, Integration, Integrated Marketing, IT Strategy, Banking, Mergers & Acquisitions
Education
Georgia Institute of Technology 2012 — 2013
Scheller College of Business Master of Business Administration (MBA) - Global Business, Strategy and Organization
Georgia Institute of Real Estate 2005 — 2005
Sales Pre-license, Real Estate
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration: Finance Concentration with minors in Economics and International Studies
Beijing Foreign Studies University 2003 — 2003
International Studies, Intermediate Mandarin Chinese
Middlebury College 2002 — 2002
Mandarin Chinese
William Bramley William Bramley's Bank of America Merrill Lynch Experience September 2014 - April 2015
Job Director, Go2Green Team at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
Program Management and Analysis Professional September 2013 - September 2014
Fidelity Investments November 2011 - August 2013
Fidelity Investments July 2006 - November 2011
Fidelity Investments July 2001 - July 2006
Fidelity Investments September 1999 - July 2001
State Street August 1997 - September 1999
Skills
Process Improvement, Business Analysis, Defined Benefit, Employee Benefits, Relationship Management, Vendor Management, Retirement, Pensions, Financial Services, Mutual Funds, Project Management, 401k, Leadership, Offshore Outsourcing, Analysis, Asset Allocation, Management, Six Sigma, Call Centers, Strategy, Access, Outsourcing, Forecasting, Risk Management, Business Process, Coaching, Business Process..., Requirements Gathering, Offshoring, Change Management, Pension Administration, Business Process..., Training, Business Requirements, Visio, Resource Management, Client Services, Requirements Analysis, Data Analysis, Metrics, Operations Management, Operational Excellence, Process Engineering, Collaborative Problem...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA- International Business
Saint Lawrence University 1990 — 1994
BA, Economics
TIAA-CREF April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
Program Management and Analysis Professional September 2013 - September 2014
Fidelity Investments November 2011 - August 2013
Fidelity Investments July 2006 - November 2011
Fidelity Investments July 2001 - July 2006
Fidelity Investments September 1999 - July 2001
State Street August 1997 - September 1999
Skills
Process Improvement, Business Analysis, Defined Benefit, Employee Benefits, Relationship Management, Vendor Management, Retirement, Pensions, Financial Services, Mutual Funds, Project Management, 401k, Leadership, Offshore Outsourcing, Analysis, Asset Allocation, Management, Six Sigma, Call Centers, Strategy, Access, Outsourcing, Forecasting, Risk Management, Business Process, Coaching, Business Process..., Requirements Gathering, Offshoring, Change Management, Pension Administration, Business Process..., Training, Business Requirements, Visio, Resource Management, Client Services, Requirements Analysis, Data Analysis, Metrics, Operations Management, Operational Excellence, Process Engineering, Collaborative Problem...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA- International Business
Saint Lawrence University 1990 — 1994
BA, Economics
jacqueline barton's Bank of America Merrill Lynch Experience June 2014 - Present
Job Senior Operations Analyst International Prime Broker at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo June 2009 - April 2014
Wachovia Bank August 2002 - May 2009
First Union National Bank July 2000 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Belmont Abbey College
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo June 2009 - April 2014
Wachovia Bank August 2002 - May 2009
First Union National Bank July 2000 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Belmont Abbey College
Cole Robinson Cole Robinson's Bank of America Merrill Lynch Experience June 2008 - March 2009
Job Associate at Gray Reed & McGraw, P.C.
Industry Law Practice
Experience
Gray Reed & McGraw, P.C. October 2013 - Present
Southern Financial Group April 2009 - August 2010
Bank of America Merrill Lynch June 2008 - March 2009
Education
Southern Methodist University Dedman School of Law 2010 — 2013
JD
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Finance
Gray Reed & McGraw, P.C. October 2013 - Present
Southern Financial Group April 2009 - August 2010
Bank of America Merrill Lynch June 2008 - March 2009
Education
Southern Methodist University Dedman School of Law 2010 — 2013
JD
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Finance
Halie Smith's Bank of America Merrill Lynch Experience September 2009 - October 2013
Job Senior Wealth Banker, INTRUST Wealth
Industry Financial Services
Experience
INTRUST Bank October 2013 - Present
Bank of America Merrill Lynch September 2009 - October 2013
Bank of America August 2006 - September 2009
Bethel College August 2005 - May 2009
Bank of America January 2003 - August 2006
Skills
Series 7, Investments, Series 63, Strategic Financial..., Banking, Credit, Mortgage Lending, Credit Analysis, Loans, Financial Analysis, Finance, Private Banking, Relationship Management, Cash Management, Financial Services, Credit Risk
Education
Wichita State University 2002 — 2004
Master of Business Administration (M.B.A.)
Bethel College-North Newton 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
INTRUST Bank October 2013 - Present
Bank of America Merrill Lynch September 2009 - October 2013
Bank of America August 2006 - September 2009
Bethel College August 2005 - May 2009
Bank of America January 2003 - August 2006
Skills
Series 7, Investments, Series 63, Strategic Financial..., Banking, Credit, Mortgage Lending, Credit Analysis, Loans, Financial Analysis, Finance, Private Banking, Relationship Management, Cash Management, Financial Services, Credit Risk
Education
Wichita State University 2002 — 2004
Master of Business Administration (M.B.A.)
Bethel College-North Newton 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
Kenneth O'Friel's Bank of America Merrill Lynch Experience June 2015 - Present
Job Global Markets Summer Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch June 2015 - Present
Harvard School of Public Health June 2014 - August 2014
The American School in Japan July 2012 - August 2012
Skills
Research, Public Health, Data Analysis, Qualitative Research, PowerPoint, Spanish, Public Speaking, Global Health, Microsoft Excel, Microsoft Office, Program Evaluation
Education
Bates College 2012 — 2016
Economics, East Asian Studies
The Millbrook School 2009 — 2012
High School
Bank of America Merrill Lynch June 2015 - Present
Harvard School of Public Health June 2014 - August 2014
The American School in Japan July 2012 - August 2012
Skills
Research, Public Health, Data Analysis, Qualitative Research, PowerPoint, Spanish, Public Speaking, Global Health, Microsoft Excel, Microsoft Office, Program Evaluation
Education
Bates College 2012 — 2016
Economics, East Asian Studies
The Millbrook School 2009 — 2012
High School
Pat D'Alessio Pat D'Alessio's Bank of America Merrill Lynch Experience 1985 - 2007
Job Realtor | Watson Realty Corp. Serving St. Augustine, Ponte Vedra, Nocatee, St. Johns County, Duval County, Florida
Industry Real Estate
Experience
Watson Realty Corp., Proud member of the Leading Real Estate Companies of the World Network. 2008 - Present
Merrill Lynch 2000 - 2008
Bank of America Merrill Lynch 1985 - 2007
Skills
ePro, Real Estate, First Time Home Buyers, Negotiation, Short Sales, Sellers, Relocation, Investments, REO, Residential, First Time Buyers, Investment Properties, Selling, Referrals, Real Estate Transactions, Real Estate License, Residential Homes, Property, Single Family Homes, e-PRO, New Home Sales, Foreclosures, Investors, Listings, Real Property, Condos, Buyer Representation, Vacation Homes, Townhomes, SFR, Luxury, HUD, New Homes, Seniors, Waterfront, Rentals, Move Up Buyers, Buyers
Education
The University of Memphis 1976 — 1977
Finance
Bergen Community College
Watson Realty Corp., Proud member of the Leading Real Estate Companies of the World Network. 2008 - Present
Merrill Lynch 2000 - 2008
Bank of America Merrill Lynch 1985 - 2007
Skills
ePro, Real Estate, First Time Home Buyers, Negotiation, Short Sales, Sellers, Relocation, Investments, REO, Residential, First Time Buyers, Investment Properties, Selling, Referrals, Real Estate Transactions, Real Estate License, Residential Homes, Property, Single Family Homes, e-PRO, New Home Sales, Foreclosures, Investors, Listings, Real Property, Condos, Buyer Representation, Vacation Homes, Townhomes, SFR, Luxury, HUD, New Homes, Seniors, Waterfront, Rentals, Move Up Buyers, Buyers
Education
The University of Memphis 1976 — 1977
Finance
Bergen Community College
Pamela Vance Pamela Vance's Bank of America Merrill Lynch Experience December 2009 - February 2015
Job Finance Manager at Quanex Building Products Corporation
Industry Building Materials
Experience
Quanex Building Products Corporation March 2015 - Present
Bank of America Merrill Lynch December 2009 - February 2015
Enron 1998 - 2006
PwC August 1994 - June 1997
Skills
Financial Analysis, Financial Reporting, Managerial Finance, SEC filings, Finance, Financial Accounting, Accounting, Corporate Finance, GAAP, Internal Controls, CPA, Consolidation, Process Improvement, US GAAP, Auditing
Education
Baylor University 1990 — 1994
Bachelor of Business Administration, Accounting
Quanex Building Products Corporation March 2015 - Present
Bank of America Merrill Lynch December 2009 - February 2015
Enron 1998 - 2006
PwC August 1994 - June 1997
Skills
Financial Analysis, Financial Reporting, Managerial Finance, SEC filings, Finance, Financial Accounting, Accounting, Corporate Finance, GAAP, Internal Controls, CPA, Consolidation, Process Improvement, US GAAP, Auditing
Education
Baylor University 1990 — 1994
Bachelor of Business Administration, Accounting
Emmett Maguire III, CFA's Bank of America Merrill Lynch Experience April 2007 - September 2009
Job Senior Investment Analyst at Lake Street Advisors, LLC
Industry Investment Management
Experience
Lake Street Advisors, LLC November 2011 - Present
Twin Focus Capital Partners September 2009 - November 2011
Bank of America/ Merrill Lynch April 2007 - September 2009
Wollaston Golf Club 1996 - 2002
Skills
Asset Allocation, Portfolio Management, Portfolio Strategy, Investment Strategies, Due Diligence, Behavioral Finance, Investment Writing, Technical Analysis, Alternative Investments, Options Strategies, Equities, Fixed Income, Factset, Bloomberg, Zephyr Style Advisor, Investments, Equity Research
Education
Bentley University 2003 — 2005
BS, Finance
Xaverian Brothers High School 1996 — 2000
HS Diploma
Lake Street Advisors, LLC November 2011 - Present
Twin Focus Capital Partners September 2009 - November 2011
Bank of America/ Merrill Lynch April 2007 - September 2009
Wollaston Golf Club 1996 - 2002
Skills
Asset Allocation, Portfolio Management, Portfolio Strategy, Investment Strategies, Due Diligence, Behavioral Finance, Investment Writing, Technical Analysis, Alternative Investments, Options Strategies, Equities, Fixed Income, Factset, Bloomberg, Zephyr Style Advisor, Investments, Equity Research
Education
Bentley University 2003 — 2005
BS, Finance
Xaverian Brothers High School 1996 — 2000
HS Diploma
Todd Jordan Todd Jordan's Bank of America Merrill Lynch Experience May 2015 - Present
Job Senior Vice President/Senior Client Manager Global Commercial Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank December 2011 - May 2015
BBVA Compass May 2007 - November 2011
JPMorgan Chase May 2005 - May 2007
Bank of America January 1996 - May 2005
Skills
Middle Market, Commercial Banking, Banking, Finance, Financial Services, Financial Advisory, Financial Modeling, Financial Structuring, New Business Development, Business Development, Relationship Management, Executive Management, Sales Management, Leadership, Strategy, Connecting People, Solution Selling, Capital, Loans, Syndications, Treasury Management, Foreign Exchange, Interest Rate Risk..., Commercial Lending, Credit, Credit Analysis, Entrepreneurship, Financial Analysis, Investment Banking, Investments, Mergers, Negotiation, Risk Management, Networking, Portfolio Management
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank December 2011 - May 2015
BBVA Compass May 2007 - November 2011
JPMorgan Chase May 2005 - May 2007
Bank of America January 1996 - May 2005
Skills
Middle Market, Commercial Banking, Banking, Finance, Financial Services, Financial Advisory, Financial Modeling, Financial Structuring, New Business Development, Business Development, Relationship Management, Executive Management, Sales Management, Leadership, Strategy, Connecting People, Solution Selling, Capital, Loans, Syndications, Treasury Management, Foreign Exchange, Interest Rate Risk..., Commercial Lending, Credit, Credit Analysis, Entrepreneurship, Financial Analysis, Investment Banking, Investments, Mergers, Negotiation, Risk Management, Networking, Portfolio Management
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA
Victor Cruz Victor Cruz's Bank of America Merrill Lynch Experience April 2014 - Present
Job Associate Energy at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of Tokyo-Mitsubishi UFJ March 2013 - March 2014
Wells Fargo August 2011 - February 2013
Deloitte January 2011 - March 2011
Enterprise Products June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Pitch Books, Term Sheets, Situation Analysis, Market Research, Trend Analysis, Variance Analysis, Underwriting, Financial Reporting, Credit, Treasury Management, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America Merrill Lynch April 2014 - Present
Bank of Tokyo-Mitsubishi UFJ March 2013 - March 2014
Wells Fargo August 2011 - February 2013
Deloitte January 2011 - March 2011
Enterprise Products June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Pitch Books, Term Sheets, Situation Analysis, Market Research, Trend Analysis, Variance Analysis, Underwriting, Financial Reporting, Credit, Treasury Management, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Ramesh Muthusamy Ramesh Muthusamy's Bank of America Merrill Lynch Experience July 2012 - Present
Job Assistant Vice President (AVP) at Pershing LLC
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2012 - Present
Pershing LLC March 2012 - June 2012
Pershing LLC January 2010 - March 2012
Pershing LLC June 2007 - December 2009
iNautix Technologies October 2003 - June 2007
Skills
Java, J2EE Application..., Mainframe, Mainframe Architecture, Web Development, COBOL, DB2, Requirements Analysis, SDLC, SOA, Software Development
Education
Bharathidasan University 2000 — 2003
Master of Computer Applications (MCA)
Bank of America Merrill Lynch July 2012 - Present
Pershing LLC March 2012 - June 2012
Pershing LLC January 2010 - March 2012
Pershing LLC June 2007 - December 2009
iNautix Technologies October 2003 - June 2007
Skills
Java, J2EE Application..., Mainframe, Mainframe Architecture, Web Development, COBOL, DB2, Requirements Analysis, SDLC, SOA, Software Development
Education
Bharathidasan University 2000 — 2003
Master of Computer Applications (MCA)
Luke Heaney's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Business Advisor | Financial Services Office at EY
Industry Financial Services
Experience
EY July 2015 - Present
Bentley University August 2012 - December 2014
Bentley Investment Group September 2011 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Securities, ETFs, Equities, Options Strategies, Comparable Analysis, Equity Trading, Fixed Income, Valuation, Leadership, Mutual Funds, Bloomberg Terminal, Investments, Bloomberg, Public Speaking, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office
Education
Bentley University 2011 — 2015
Bachelor's Degree, Corporate Finance, GPA: 3.7 / 4.0
EY July 2015 - Present
Bentley University August 2012 - December 2014
Bentley Investment Group September 2011 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Securities, ETFs, Equities, Options Strategies, Comparable Analysis, Equity Trading, Fixed Income, Valuation, Leadership, Mutual Funds, Bloomberg Terminal, Investments, Bloomberg, Public Speaking, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office
Education
Bentley University 2011 — 2015
Bachelor's Degree, Corporate Finance, GPA: 3.7 / 4.0
Brandon Littleton Brandon Littleton's Bank of America Merrill Lynch Experience May 2014 - Present
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Skills
Series 7, Series 63, Self Starter, Entrepreneurship, Client Services/Client..., Microsoft Office, Time Management, Problem Solving/Mental..., Leadership, Management, Retirement Planning, Strategic Financial..., Financial Services, Banking, Series 66, Strategic Consulting, Public Speaking, Sales, Strategy, Business Planning, Small Business, Financial Analysis, Program Management
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Finance and Financial Management Services
Belmont University 2006 — 2010
Bachelor's, Entrepreneurship/Entrepreneurial Studies
Bank of America Merrill Lynch May 2014 - Present
Skills
Series 7, Series 63, Self Starter, Entrepreneurship, Client Services/Client..., Microsoft Office, Time Management, Problem Solving/Mental..., Leadership, Management, Retirement Planning, Strategic Financial..., Financial Services, Banking, Series 66, Strategic Consulting, Public Speaking, Sales, Strategy, Business Planning, Small Business, Financial Analysis, Program Management
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Finance and Financial Management Services
Belmont University 2006 — 2010
Bachelor's, Entrepreneurship/Entrepreneurial Studies
Nataliya Kuropas Nataliya Kuropas's Bank of America Merrill Lynch Experience July 2005 - Present
Job Tax Manager, International Tax Planning Transfer Pricing at Bank of America Merrill Lynch
Industry Accounting
Experience
Bank of America Merrill Lynch July 2005 - Present
Gannett (USA Today) May 2004 - July 2005
Deloitte & Touche September 2001 - February 2004
Skills
Corporate Income Tax, Transfer Pricing, International Tax, CPA, Tax, Corporate Tax, Accounting, Tax Accounting, Financial Reporting
Education
University of Virginia 2000 — 2001
MS in Accounting, Tax
University of Tennessee-Knoxville 1998 — 2001
MA in Economics
Berea College 1995 — 1998
BS, Business Administration
Bank of America Merrill Lynch July 2005 - Present
Gannett (USA Today) May 2004 - July 2005
Deloitte & Touche September 2001 - February 2004
Skills
Corporate Income Tax, Transfer Pricing, International Tax, CPA, Tax, Corporate Tax, Accounting, Tax Accounting, Financial Reporting
Education
University of Virginia 2000 — 2001
MS in Accounting, Tax
University of Tennessee-Knoxville 1998 — 2001
MA in Economics
Berea College 1995 — 1998
BS, Business Administration
Veronica Isabel Polanco Veronica Isabel Polanco's Bank of America Merrill Lynch Experience Web Communication AssistantCornell Department of Performing and Media ArtsAugust 2014 - Present
Job Undergrad at Cornell University
Industry
Experience
Bank of America Merrill Lynch Web Communication AssistantCornell Department of Performing and Media ArtsAugust 2014 - Present
ICSC June 2014 - Present
Cornell Fitness Centers August 2013 - Present
CollegeFashionista August 2013 - January 2014
EF Education First May 2013 - August 2013
Skills
Public Speaking, Teamwork, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Microsoft Office, Customer Service, English, Social Networking, Research, Photoshop, Public Relations, Social Media Marketing, Marketing Communications, Press Releases, Asset Management, Accounting
Education
Cornell University 2013 — 2016
Bachelor of Arts (B.A.), Communication, General, Minor in Business
Binghamton University 2012 — 2013
Undecided, Freshman
Sleepy Hollow High School 2009 — 2012
Bank of America Merrill Lynch Web Communication AssistantCornell Department of Performing and Media ArtsAugust 2014 - Present
ICSC June 2014 - Present
Cornell Fitness Centers August 2013 - Present
CollegeFashionista August 2013 - January 2014
EF Education First May 2013 - August 2013
Skills
Public Speaking, Teamwork, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Microsoft Office, Customer Service, English, Social Networking, Research, Photoshop, Public Relations, Social Media Marketing, Marketing Communications, Press Releases, Asset Management, Accounting
Education
Cornell University 2013 — 2016
Bachelor of Arts (B.A.), Communication, General, Minor in Business
Binghamton University 2012 — 2013
Undecided, Freshman
Sleepy Hollow High School 2009 — 2012
Christopher Jin's Bank of America Merrill Lynch Experience June 2012 - September 2012
Job Business Consultant at Misys
Industry Financial Services
Experience
Misys September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
Bentley University Athletics September 2013 - November 2013
Liberty Mutual Insurance May 2013 - August 2013
Bank of America Merrill Lynch June 2012 - September 2012
Quakerbridge Learning Center June 2010 - August 2010
Unitek Packaging Center July 2009 - August 2009
Skills
Calculus, Access, Microsoft Excel, PowerPoint, SPSS, Microsoft Office, Financial Analysis, Data Analysis, FactSET, Mathematics Education, Microsoft Word, Outlook, Research, Customer Service, Teamwork, Social Media, Accounting, Bloomberg Terminal, Valuation, Capital Markets, Foreign Exchange, Bloomberg, SAP, Communication Skills, Financial Modeling, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance & Quantitative Perspectives, Cum Laude
Misys September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
Bentley University Athletics September 2013 - November 2013
Liberty Mutual Insurance May 2013 - August 2013
Bank of America Merrill Lynch June 2012 - September 2012
Quakerbridge Learning Center June 2010 - August 2010
Unitek Packaging Center July 2009 - August 2009
Skills
Calculus, Access, Microsoft Excel, PowerPoint, SPSS, Microsoft Office, Financial Analysis, Data Analysis, FactSET, Mathematics Education, Microsoft Word, Outlook, Research, Customer Service, Teamwork, Social Media, Accounting, Bloomberg Terminal, Valuation, Capital Markets, Foreign Exchange, Bloomberg, SAP, Communication Skills, Financial Modeling, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance & Quantitative Perspectives, Cum Laude
Robert Strzelinski Robert Strzelinski's Bank of America Merrill Lynch Experience April 2000 - Present
Job Software Developer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2000 - Present
Deutsche Bank May 1997 - April 2000
Canadian Imperial Bank of Commerce January 1996 - March 1997
Smith Barney Capital Markets September 1994 - December 1995
Various defense and scientific research facilities June 1983 - August 1994
Skills
Derivatives, Capital Markets, Electronic Trading, Financial Services, Fixed Income, Market Risk, Options, Sybase, Trading, Trading Systems
Education
Binghamton University 1981 — 1983
MS, Computer Science
Le Moyne College 1971 — 1975
BS, Physics
Bank of America Merrill Lynch April 2000 - Present
Deutsche Bank May 1997 - April 2000
Canadian Imperial Bank of Commerce January 1996 - March 1997
Smith Barney Capital Markets September 1994 - December 1995
Various defense and scientific research facilities June 1983 - August 1994
Skills
Derivatives, Capital Markets, Electronic Trading, Financial Services, Fixed Income, Market Risk, Options, Sybase, Trading, Trading Systems
Education
Binghamton University 1981 — 1983
MS, Computer Science
Le Moyne College 1971 — 1975
BS, Physics
Christopher Deily Christopher Deily's Bank of America Merrill Lynch Experience April 2009 - Present
Job Senior Vice President Wealth Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2009 - Present
Citi Private Bank January 1994 - April 2009
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Tactical Asset..., Retirement Planning, Asset Allocation, Series 65, Investment Strategies, Series 24, Alternative Investments, Wealth Management..., Mutual Funds, Fixed Income, Retirement Plan...
Education
Thunderbird School of Global Management 1980 — 1981
Master of International Management, International Finance
Baylor University 1975 — 1979
BBA, Economics and Finance
Bank of America Merrill Lynch April 2009 - Present
Citi Private Bank January 1994 - April 2009
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Tactical Asset..., Retirement Planning, Asset Allocation, Series 65, Investment Strategies, Series 24, Alternative Investments, Wealth Management..., Mutual Funds, Fixed Income, Retirement Plan...
Education
Thunderbird School of Global Management 1980 — 1981
Master of International Management, International Finance
Baylor University 1975 — 1979
BBA, Economics and Finance
Dan Porcher Dan Porcher's Bank of America Merrill Lynch Experience March 2013 - June 2015
Job Front End Developer at Educational Testing Service
Industry Internet
Experience
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Alan Kramer Alan Kramer's Bank of America Merrill Lynch Experience January 2011 - April 2012
Job Senior Vice President Commercial Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America April 2012 - Present
Bank of America Merrill Lynch January 2011 - April 2012
Bank of America June 2004 - February 2011
Greater San Antonio Chamber of Commerce November 1999 - June 2004
Spottswood For Congress June 1998 - November 1998
Skills
Customer Service, Credit, Underwriting, Portfolio Management, Banking, Leadership, Commercial Banking, Finance, Management, Financial Services, Sales, Training, Business Planning, Small Business, Strategic Planning, Loans, Mortgage Lending, Business Development, Relationship Management, Public Speaking, Financial Analysis, Commercial Lending, Event Planning, Team Building
Education
The University of Texas at San Antonio 2001 — 2005
MBA, General Business
Beloit College 1995 — 1999
BA, Philosophy and Political Science
Bank of America April 2012 - Present
Bank of America Merrill Lynch January 2011 - April 2012
Bank of America June 2004 - February 2011
Greater San Antonio Chamber of Commerce November 1999 - June 2004
Spottswood For Congress June 1998 - November 1998
Skills
Customer Service, Credit, Underwriting, Portfolio Management, Banking, Leadership, Commercial Banking, Finance, Management, Financial Services, Sales, Training, Business Planning, Small Business, Strategic Planning, Loans, Mortgage Lending, Business Development, Relationship Management, Public Speaking, Financial Analysis, Commercial Lending, Event Planning, Team Building
Education
The University of Texas at San Antonio 2001 — 2005
MBA, General Business
Beloit College 1995 — 1999
BA, Philosophy and Political Science
Selva Kumar Udaiyan Selva Kumar Udaiyan's Bank of America Merrill Lynch Experience April 2015 - Present
Job IT Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Dell August 2014 - March 2015
TIAA-CREF January 2010 - March 2014
TIAA-CREF July 2006 - April 2010
Skills
Siebel, Salesforce.com, Management, SDLC, SOA, Oracle, Data Warehousing, Informatica, Software Project..., Requirements Analysis, Solution Architecture, ETL, CRM, Enterprise Architecture, Oracle E-Business Suite, Integration, Oracle RTD, Business Analysis
Education
Bharathiar University 1996 — 1998
MBA, Systems
Coimbatore Institute of Technology 1992 — 1996
B.E., Mechanical
Bank of America Merrill Lynch April 2015 - Present
Dell August 2014 - March 2015
TIAA-CREF January 2010 - March 2014
TIAA-CREF July 2006 - April 2010
Skills
Siebel, Salesforce.com, Management, SDLC, SOA, Oracle, Data Warehousing, Informatica, Software Project..., Requirements Analysis, Solution Architecture, ETL, CRM, Enterprise Architecture, Oracle E-Business Suite, Integration, Oracle RTD, Business Analysis
Education
Bharathiar University 1996 — 1998
MBA, Systems
Coimbatore Institute of Technology 1992 — 1996
B.E., Mechanical
Linkun Wan's Bank of America Merrill Lynch Experience July 2014 - July 2015
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Columbia University in the City of New York January 2013 - May 2014
Ivy-Bound Prep School September 2009 - December 2013
Morgan Stanley June 2013 - August 2013
Guotai Junan Securities Co., Ltd July 2012 - August 2012
US Census Bureau March 2010 - August 2010
Beijing Olympic Games July 2008 - August 2008
Skills
Investment Banking, Capital IQ, Chinese, Outlook, Social Networking, Bloomberg, Valuation, Financial Modeling, Financial Analysis, IHS Herold, WoodMac GEM, Stata
Education
Columbia University in the City of New York 2011 — 2014
Bachelor's Degree, summa cum laude, Economics-Mathematics, Minor in Business Management
State University of New York at Binghamton 2010 — 2011
Economics, Mathematics
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Columbia University in the City of New York January 2013 - May 2014
Ivy-Bound Prep School September 2009 - December 2013
Morgan Stanley June 2013 - August 2013
Guotai Junan Securities Co., Ltd July 2012 - August 2012
US Census Bureau March 2010 - August 2010
Beijing Olympic Games July 2008 - August 2008
Skills
Investment Banking, Capital IQ, Chinese, Outlook, Social Networking, Bloomberg, Valuation, Financial Modeling, Financial Analysis, IHS Herold, WoodMac GEM, Stata
Education
Columbia University in the City of New York 2011 — 2014
Bachelor's Degree, summa cum laude, Economics-Mathematics, Minor in Business Management
State University of New York at Binghamton 2010 — 2011
Economics, Mathematics
Simon Lockren's Bank of America Merrill Lynch Experience December 2009 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Lehman Brothers September 2002 - May 2006
Lehman Brothers June 2001 - September 2001
Skills
Six Sigma Green Belt, Six Sigma Black Belt, Business Analysis, Change Management, Commercial Banking, Process Improvement, Risk Management, Six Sigma, Strategy
Education
Bath Spa University 1998 — 2002
BSc (hons), Business Studies
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Lehman Brothers September 2002 - May 2006
Lehman Brothers June 2001 - September 2001
Skills
Six Sigma Green Belt, Six Sigma Black Belt, Business Analysis, Change Management, Commercial Banking, Process Improvement, Risk Management, Six Sigma, Strategy
Education
Bath Spa University 1998 — 2002
BSc (hons), Business Studies
Monique Jefferson, SPHR's Bank of America Merrill Lynch Experience 2005 - August 2009
Job Sr. HR Business Partner
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - April 2015
New York Institute of Technology September 2008 - September 2011
New York Life Insurance Company August 2009 - March 2011
Bank of America Merrill Lynch 2005 - August 2009
Merrill Lynch 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Bristol-Myers Squibb 1999 - 2000
PricewaterhouseCoopers May 1998 - November 1999
Ernst & Young LLP 1996 - 1998
Skills
Performance Management, Talent Management, Employee Relations, Leadership Development, Talent Assessment, Recruitment/Retention, Training & Development, Strategic Human..., Human Resource..., Global Human Resources..., Recruiting, Leadership, Personnel Management, Employment Law, Human Resources, Onboarding, Succession Planning, Career Development, Talent Acquisition, Employee Training, Employee Engagement, Change Management, Organizational...
Education
Bentley University
BS
The New School
MS
New York Life Insurance Company March 2011 - April 2015
New York Institute of Technology September 2008 - September 2011
New York Life Insurance Company August 2009 - March 2011
Bank of America Merrill Lynch 2005 - August 2009
Merrill Lynch 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Bristol-Myers Squibb 1999 - 2000
PricewaterhouseCoopers May 1998 - November 1999
Ernst & Young LLP 1996 - 1998
Skills
Performance Management, Talent Management, Employee Relations, Leadership Development, Talent Assessment, Recruitment/Retention, Training & Development, Strategic Human..., Human Resource..., Global Human Resources..., Recruiting, Leadership, Personnel Management, Employment Law, Human Resources, Onboarding, Succession Planning, Career Development, Talent Acquisition, Employee Training, Employee Engagement, Change Management, Organizational...
Education
Bentley University
BS
The New School
MS
Stanley Ai, CISA, CISSP Stanley Ai, CISA, CISSP's Bank of America Merrill Lynch Experience September 2011 - Present
Job VP Operational Risk at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2011 - Present
Deloitte & Touche October 2010 - September 2011
Progressive Insurance March 2008 - September 2010
CITGO Petroleum May 2007 - March 2008
BearingPoint May 2006 - August 2006
Skills
SOX, Risk Assessment, Audit, Auditing, Business Process, Operational Risk, Unix, CISA, Information Technology, SAS70, Sarbanes-Oxley, COSO, CISSP, IT Audit, Internal Controls, COBIT, Risk Management, Vendor Management, ERP, Security, Data Analysis, PeopleSoft, IT Strategy, SDLC, Internal Audit, ITIL, Enterprise Risk..., Corporate Finance, Operational Risk..., Change Management, Information Security, Project Management, Insurance, Sarbanes-Oxley Act, Governance, Financial Risk
Education
New York University, Stern School of Business 2012 — 2014
MBA, Accounting and Finance
Baylor University 2005 — 2007
Master of Science, Management Information Systems
Beijing University of Posts and Telecommunications 2001 — 2005
Bachelor of Engineering, Telecommunications
Bank of America Merrill Lynch September 2011 - Present
Deloitte & Touche October 2010 - September 2011
Progressive Insurance March 2008 - September 2010
CITGO Petroleum May 2007 - March 2008
BearingPoint May 2006 - August 2006
Skills
SOX, Risk Assessment, Audit, Auditing, Business Process, Operational Risk, Unix, CISA, Information Technology, SAS70, Sarbanes-Oxley, COSO, CISSP, IT Audit, Internal Controls, COBIT, Risk Management, Vendor Management, ERP, Security, Data Analysis, PeopleSoft, IT Strategy, SDLC, Internal Audit, ITIL, Enterprise Risk..., Corporate Finance, Operational Risk..., Change Management, Information Security, Project Management, Insurance, Sarbanes-Oxley Act, Governance, Financial Risk
Education
New York University, Stern School of Business 2012 — 2014
MBA, Accounting and Finance
Baylor University 2005 — 2007
Master of Science, Management Information Systems
Beijing University of Posts and Telecommunications 2001 — 2005
Bachelor of Engineering, Telecommunications
Yanne Deng Yanne Deng's Bank of America Merrill Lynch Experience July 2014 - Present
Job Fixed Income Valuation
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
RBS Securities Inc October 2008 - July 2014
Radian Guaranty Inc June 2005 - September 2008
GMAC/ResCap May 2004 - June 2005
FleetBoston Financial (now Bank of America) November 2002 - May 2004
West Virginia University September 2000 - September 2002
Skills
Valuation, Pricing, Financial Structuring, Modeling, MBS, Forecasting, Financial Risk, Cash Flow, Derivatives, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Equities, Credit Risk, SAS, Bonds, Analytics, FX Options
Education
West Virginia University 1998 — 2002
Ph.D, Industrial and Management Systems Engineering; Decision Sciences/Operations Research
Beijing Technology and Business University 1995 — 1998
MS.E, Electrical Engineering
Bank of America Merrill Lynch July 2014 - Present
RBS Securities Inc October 2008 - July 2014
Radian Guaranty Inc June 2005 - September 2008
GMAC/ResCap May 2004 - June 2005
FleetBoston Financial (now Bank of America) November 2002 - May 2004
West Virginia University September 2000 - September 2002
Skills
Valuation, Pricing, Financial Structuring, Modeling, MBS, Forecasting, Financial Risk, Cash Flow, Derivatives, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Equities, Credit Risk, SAS, Bonds, Analytics, FX Options
Education
West Virginia University 1998 — 2002
Ph.D, Industrial and Management Systems Engineering; Decision Sciences/Operations Research
Beijing Technology and Business University 1995 — 1998
MS.E, Electrical Engineering
Jill Arslanian Jill Arslanian's Bank of America Merrill Lynch Experience October 2007 - Present
Job Director, NQDC Product & Platform Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2007 - Present
MassMutual July 2000 - September 2007
Aspen Square Management September 1997 - July 2000
Independently Owned Travel Agencies / American Express affiliated January 1988 - January 1997
Skills
ERISA, Non-Qualified Deferred..., Deferred Compensation, Employee Benefits, Retirement Planning, 401k, Defined Benefit, Insurance, Pensions, FINRA, Financial Advisory, Life Insurance
Education
Becker College 1987 — 1988
Associate of Science (A.S.), Tourism and Travel Services Management & Accounting
Bay Path University 1986 — 1987
Bank of America Merrill Lynch October 2007 - Present
MassMutual July 2000 - September 2007
Aspen Square Management September 1997 - July 2000
Independently Owned Travel Agencies / American Express affiliated January 1988 - January 1997
Skills
ERISA, Non-Qualified Deferred..., Deferred Compensation, Employee Benefits, Retirement Planning, 401k, Defined Benefit, Insurance, Pensions, FINRA, Financial Advisory, Life Insurance
Education
Becker College 1987 — 1988
Associate of Science (A.S.), Tourism and Travel Services Management & Accounting
Bay Path University 1986 — 1987
Emily Gindel's Bank of America Merrill Lynch Experience July 2004 - April 2006
Job Manager, Database Administration & Reporting at Signature Healthcare, Brockton Ma
Industry Hospital & Health Care
Experience
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
David Holliday David Holliday's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Credit Trading Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America Merrill Lynch June 2012 - August 2012
Think Tanks and Civil Societies Program January 2011 - May 2011
Tedesco Country Club 2008 - 2010
Build Property Management Shanghai Co. Ltd. September 2008 - December 2008
North Shore Health System June 2008 - August 2008
Skills
Statistics, Accounting, Game Theory, International Trade, Economic Growth, Economics, International Relations, Analysis, Market Research, Research, Policy Analysis, International..., Entrepreneurship, Microsoft Excel, PowerPoint, Financial Modeling, Public Policy, Teamwork
Education
University of Pennsylvania 2009 — 2013
BA, Economics
Cambridge University 2012 — 2012
Beijing Normal University 2011 — 2011
Chinese (5th Year)
Phillips Academy Andover 2004 — 2008
High School, Liberal Arts
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America Merrill Lynch June 2012 - August 2012
Think Tanks and Civil Societies Program January 2011 - May 2011
Tedesco Country Club 2008 - 2010
Build Property Management Shanghai Co. Ltd. September 2008 - December 2008
North Shore Health System June 2008 - August 2008
Skills
Statistics, Accounting, Game Theory, International Trade, Economic Growth, Economics, International Relations, Analysis, Market Research, Research, Policy Analysis, International..., Entrepreneurship, Microsoft Excel, PowerPoint, Financial Modeling, Public Policy, Teamwork
Education
University of Pennsylvania 2009 — 2013
BA, Economics
Cambridge University 2012 — 2012
Beijing Normal University 2011 — 2011
Chinese (5th Year)
Phillips Academy Andover 2004 — 2008
High School, Liberal Arts
Todd DiGeronimo's Bank of America Merrill Lynch Experience February 2010 - May 2010
Job Forensic & Valuation Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Mintz Levin Financial Advisors June 2011 - August 2011
Baystate Financial Services October 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Mintz Levin Financial Advisors June 2011 - August 2011
Baystate Financial Services October 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Allen Arakal Allen Arakal's Bank of America Merrill Lynch Experience November 2009 - March 2011
Job Founder & CEO at Shamana Capital Management, LLC
Industry Financial Services
Experience
Shamana Capital Management, LLC April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America March 2011 - July 2014
Bank of America Merrill Lynch November 2009 - March 2011
Outpost Investment Group March 2008 - June 2009
JWM Partners June 2006 - March 2008
Pantera Global Macro Fund 2005 - 2006
Goldman Sachs June 1992 - June 2004
Skills
Trading, Equities, Portfolio Management, Hedge Funds, Management, Fixed Income, Derivatives
Education
Binghamton University - School of Management 1988 — 1992
Bachelor’s Degree, Business Management- Concentration in Finance & Information Systems
Shamana Capital Management, LLC April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America March 2011 - July 2014
Bank of America Merrill Lynch November 2009 - March 2011
Outpost Investment Group March 2008 - June 2009
JWM Partners June 2006 - March 2008
Pantera Global Macro Fund 2005 - 2006
Goldman Sachs June 1992 - June 2004
Skills
Trading, Equities, Portfolio Management, Hedge Funds, Management, Fixed Income, Derivatives
Education
Binghamton University - School of Management 1988 — 1992
Bachelor’s Degree, Business Management- Concentration in Finance & Information Systems
William Scammell's Bank of America Merrill Lynch Experience July 2006 - June 2010
Job Sr. User Interface Designer at PAREXEL
Industry Design
Experience
PAREXEL January 2013 - Present
PAREXEL January 2013 - May 2013
wscd.biz January 1987 - December 2012
Alzheimer's Association October 2012 - October 2012
The Dolan Company July 2012 - September 2012
Wellington Management January 2011 - August 2011
Bank of America Merrill Lynch July 2006 - June 2010
McGraw-Hill 2002 - 2009
Dow Jones & Co. (Financial Information Systems) July 2004 - May 2006
MediaLive International September 1992 - September 2002
Skills
User Interface Design, User Experience, Interaction Design, User Interface, Information Architecture, User-centered Design, User Experience Design, User Stories, User Personas, Information Design, Wireframes, Technical Writing, Usability, User Story Maps, Use Case, Use Case Diagrams, Heuristic Evaluation, Agile Methodologies, Camtasia, Usability Testing, Storyboarding, Graphic Design, Layout, Corporate Branding, Brand Development, Corporate Identity, Adobe Creative Suite, Adobe Fireworks, InDesign, Photoshop, Illustrator, Brochures, Graphics, Logo Design, Advertising, Posters, Web Design, Publications, Magazines, Typography, Creative Direction, Adobe Acrobat
Education
Bentley University 1998 — 1998
starting a UX Certificate, Web Page, Digital/Multimedia and Information Resources Design
University of Massachusetts Boston 1981 — 1991
BA, English, minors in Comp. Sci. and German
PAREXEL January 2013 - Present
PAREXEL January 2013 - May 2013
wscd.biz January 1987 - December 2012
Alzheimer's Association October 2012 - October 2012
The Dolan Company July 2012 - September 2012
Wellington Management January 2011 - August 2011
Bank of America Merrill Lynch July 2006 - June 2010
McGraw-Hill 2002 - 2009
Dow Jones & Co. (Financial Information Systems) July 2004 - May 2006
MediaLive International September 1992 - September 2002
Skills
User Interface Design, User Experience, Interaction Design, User Interface, Information Architecture, User-centered Design, User Experience Design, User Stories, User Personas, Information Design, Wireframes, Technical Writing, Usability, User Story Maps, Use Case, Use Case Diagrams, Heuristic Evaluation, Agile Methodologies, Camtasia, Usability Testing, Storyboarding, Graphic Design, Layout, Corporate Branding, Brand Development, Corporate Identity, Adobe Creative Suite, Adobe Fireworks, InDesign, Photoshop, Illustrator, Brochures, Graphics, Logo Design, Advertising, Posters, Web Design, Publications, Magazines, Typography, Creative Direction, Adobe Acrobat
Education
Bentley University 1998 — 1998
starting a UX Certificate, Web Page, Digital/Multimedia and Information Resources Design
University of Massachusetts Boston 1981 — 1991
BA, English, minors in Comp. Sci. and German
Alex McCombs's Bank of America Merrill Lynch Experience May 2014 - Present
Job Global Trade Finance
Industry Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Bank of America October 2005 - November 2009
Union Bank March 2004 - September 2005
Silicon Valley Bank 1999 - 2000
Wells Fargo HSBC - Trade Bank January 1997 - December 1998
Wells Fargo January 1993 - December 1996
Skills
Commercial Banking, Banking, Structured Finance, Credit, Working Capital..., International Trade, Commercial Lending, Credit Analysis, Finance, Credit Risk, Financial Risk, Capital Markets, Cash Management, Treasury Management, Corporate Finance, Portfolio Management, Loans, Financial Structuring, Financial Institutions, Investment Banking, Fixed Income, FX Options, Syndications, Relationship Management, Loan Origination, Project Finance, Derivatives, Risk Management, Valuation, Leveraged Finance, Lines Of Credit, Foreign Exchange, Treasury Services, Cross Selling, Liquidity Management, Payments, Financial Modeling, Financial Analysis, Commodity, Restructuring, Emerging Markets
Education
Baylor University
BA, Psychology & Russian Studies
Thunderbird School of Global Management
Masters International Management, International Finance & Japanese
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Bank of America October 2005 - November 2009
Union Bank March 2004 - September 2005
Silicon Valley Bank 1999 - 2000
Wells Fargo HSBC - Trade Bank January 1997 - December 1998
Wells Fargo January 1993 - December 1996
Skills
Commercial Banking, Banking, Structured Finance, Credit, Working Capital..., International Trade, Commercial Lending, Credit Analysis, Finance, Credit Risk, Financial Risk, Capital Markets, Cash Management, Treasury Management, Corporate Finance, Portfolio Management, Loans, Financial Structuring, Financial Institutions, Investment Banking, Fixed Income, FX Options, Syndications, Relationship Management, Loan Origination, Project Finance, Derivatives, Risk Management, Valuation, Leveraged Finance, Lines Of Credit, Foreign Exchange, Treasury Services, Cross Selling, Liquidity Management, Payments, Financial Modeling, Financial Analysis, Commodity, Restructuring, Emerging Markets
Education
Baylor University
BA, Psychology & Russian Studies
Thunderbird School of Global Management
Masters International Management, International Finance & Japanese
Zhijuan(Jane) Pan's Bank of America Merrill Lynch Experience September 2014 - December 2014
Job Graduate student at John Hopkins
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - December 2014
China Merchants Securities Co., Ltd. June 2014 - September 2014
Beijing University of Posts and Telecommunications September 2012 - June 2014
Chengdu Chengliang Tools Group Co., Ltd. January 2014 - February 2014
Beijing University of Posts and Telecommunications September 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, PowerPoint, Project Management, Data Analysis, Financial Reporting, Financial Modeling, Leadership, Teamwork, Piano Performance, Music Theory
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master of Finance
Universitat Politècnica de València (UPV) 2015 — 2015
Exchange student, Data Processing and Data Processing Technology/Technician
Beijing University of Posts and Telecommunications 2011 — 2015
Bachelor of Science (B.Sc.), E-commerce Engineering with Law
Queen Mary, U. of London 2011 — 2015
Bachelor of Engineering (B.Eng.), E-commerce Engineering with Law
Bank of America Merrill Lynch September 2014 - December 2014
China Merchants Securities Co., Ltd. June 2014 - September 2014
Beijing University of Posts and Telecommunications September 2012 - June 2014
Chengdu Chengliang Tools Group Co., Ltd. January 2014 - February 2014
Beijing University of Posts and Telecommunications September 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, PowerPoint, Project Management, Data Analysis, Financial Reporting, Financial Modeling, Leadership, Teamwork, Piano Performance, Music Theory
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master of Finance
Universitat Politècnica de València (UPV) 2015 — 2015
Exchange student, Data Processing and Data Processing Technology/Technician
Beijing University of Posts and Telecommunications 2011 — 2015
Bachelor of Science (B.Sc.), E-commerce Engineering with Law
Queen Mary, U. of London 2011 — 2015
Bachelor of Engineering (B.Eng.), E-commerce Engineering with Law
Jamie Bales's Bank of America Merrill Lynch Experience June 2015 - Present
Job Treasury Solutions Analyst / AVP at Bank of America Merrill Lynch
Industry Commercial Real Estate
Experience
Bank of America Merrill Lynch June 2015 - Present
Alliance Bank November 2006 - June 2015
Schilling Brothers Lumber January 2005 - October 2006
84 Lumber July 2002 - January 2005
Skills
Sales, Banking, Commercial Lending, Small Business Lending, Customer Service, Loan Origination, Lines Of Credit, Credit, Cross Selling, Financial Analysis, Risk Management, Strategic Planning, Credit Analysis, Commercial Banking, SBA, Microsoft Excel, Commercial Mortgages, Loan Servicing, Treasury, Treasury Services
Education
Barret School of Banking 2010 — 2012
Graduate, Banking
Bethel College 1997 — 2002
Bachelor of Arts, Business Administration
Bank of America Merrill Lynch June 2015 - Present
Alliance Bank November 2006 - June 2015
Schilling Brothers Lumber January 2005 - October 2006
84 Lumber July 2002 - January 2005
Skills
Sales, Banking, Commercial Lending, Small Business Lending, Customer Service, Loan Origination, Lines Of Credit, Credit, Cross Selling, Financial Analysis, Risk Management, Strategic Planning, Credit Analysis, Commercial Banking, SBA, Microsoft Excel, Commercial Mortgages, Loan Servicing, Treasury, Treasury Services
Education
Barret School of Banking 2010 — 2012
Graduate, Banking
Bethel College 1997 — 2002
Bachelor of Arts, Business Administration
Gina Zong Gina Zong's Bank of America Merrill Lynch Experience May 2014 - Present
Job SVP, Global Human Resources at Bank of America
Industry Human Resources
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch October 2010 - May 2014
Bank of America Merrill Lynch January 2008 - October 2010
Bank of America Merrill Lynch June 2006 - January 2008
Honeywell 2005 - 2006
Honeywell 2003 - 2005
Honeywell 2002 - 2003
General Electric 2001 - 2001
Skills
Personnel Management, Talent Management, Human Resources, Performance Management, Temporary Placement, Change Management, Leadership Development, Organizational Design, Succession Planning, Policy, Executive Development, Leadership, Management, Employee Benefits, Strategic HR, Executive Coaching, Onboarding, Program Management, HR Consulting, Compensation & Benefit, Finance, Strategy, Banking, Talent Acquisition
Education
University of South Carolina - Darla Moore School of Business 2004 — 2006
MBA
University of South Carolina - Darla Moore School of Business 2000 — 2001
Master of Human Resources
Beijing Normal University 1995 — 1999
Bachelor of Education
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch October 2010 - May 2014
Bank of America Merrill Lynch January 2008 - October 2010
Bank of America Merrill Lynch June 2006 - January 2008
Honeywell 2005 - 2006
Honeywell 2003 - 2005
Honeywell 2002 - 2003
General Electric 2001 - 2001
Skills
Personnel Management, Talent Management, Human Resources, Performance Management, Temporary Placement, Change Management, Leadership Development, Organizational Design, Succession Planning, Policy, Executive Development, Leadership, Management, Employee Benefits, Strategic HR, Executive Coaching, Onboarding, Program Management, HR Consulting, Compensation & Benefit, Finance, Strategy, Banking, Talent Acquisition
Education
University of South Carolina - Darla Moore School of Business 2004 — 2006
MBA
University of South Carolina - Darla Moore School of Business 2000 — 2001
Master of Human Resources
Beijing Normal University 1995 — 1999
Bachelor of Education
Jared Langenauer Jared Langenauer's Bank of America Merrill Lynch Experience June 2015 - Present
Job Student at State University of New York at Binghamton
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - Present
Skills
C, C++, Java, Python, Linux, Software Development, Programming, Windows
Education
Binghamton University 2012 — 2016
Computer Science
Bank of America Merrill Lynch June 2015 - Present
Skills
C, C++, Java, Python, Linux, Software Development, Programming, Windows
Education
Binghamton University 2012 — 2016
Computer Science
Cara Guinta's Bank of America Merrill Lynch Experience May 2004 - 2015
Job Financial Services Consultant
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2004 - 2015
Robert Half International 2002 - 2004
UTEK, Inc. 1998 - 1999
Mesirow Financial 1995 - 1998
Skills
Business Analysis, Portfolio Management, Risk Management, Project Management, Banking, Financial Services, Securities, Financial Risk, Customer Service, Financial Analysis, Management, Finance, Internal Audit, Syndications, Financial Structuring, Debt Restructuring, Trade Finance, SharePoint, Procedure Development, Negotiation, Consulting, Loan Structuring, Agency Negotiations, Intralinks/Syntrak, LSTA, Letters Of Credit, Flood, Multi-currency, Customer Relations, Closing Deals, Salesforce.com, Mortgage Lending, Due Diligence, Customer Retention, Wine Education, Microsoft Office, Employee Stock Options, Team Building, Employee Engagement, Deal Closure, Document Management, Client Accounts, Business Development
Education
Benedictine University
BA, International Business and Economics
Bank of America Merrill Lynch May 2004 - 2015
Robert Half International 2002 - 2004
UTEK, Inc. 1998 - 1999
Mesirow Financial 1995 - 1998
Skills
Business Analysis, Portfolio Management, Risk Management, Project Management, Banking, Financial Services, Securities, Financial Risk, Customer Service, Financial Analysis, Management, Finance, Internal Audit, Syndications, Financial Structuring, Debt Restructuring, Trade Finance, SharePoint, Procedure Development, Negotiation, Consulting, Loan Structuring, Agency Negotiations, Intralinks/Syntrak, LSTA, Letters Of Credit, Flood, Multi-currency, Customer Relations, Closing Deals, Salesforce.com, Mortgage Lending, Due Diligence, Customer Retention, Wine Education, Microsoft Office, Employee Stock Options, Team Building, Employee Engagement, Deal Closure, Document Management, Client Accounts, Business Development
Education
Benedictine University
BA, International Business and Economics
Marlon De Assis's Bank of America Merrill Lynch Experience December 2013 - January 2014
Job Senior corporate finance and accounting major at Bentley University
Industry Investment Banking
Experience
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Vanessa Elie Vanessa Elie's Bank of America Merrill Lynch Experience December 2004 - August 2005
Job Image Management
Industry Apparel & Fashion
Experience
WGSN July 2012 - Present
Stylesight May 2010 - July 2012
Ford Models January 2009 - May 2009
Derek Lam December 2008 - March 2009
Roslyn Targ Literary Agency July 2006 - February 2007
Cynthia Steffe August 2006 - October 2006
Bank of America Merrill Lynch December 2004 - August 2005
Skills
Sewing, Fashion, Apparel, Pattern, Mood Boards, Sketching, Fashion Design, Fashion Illustration, Product Development, Illustrator, Photoshop, Mac, Textiles, Tech Packs, Color Theory, Technical Design, Adobe Creative Suite, Draping, Concept Development, Trend Forecasting, Sourcing, Cut & Sew, Microsoft Office, Sketching/Illustration, Trend Analysis, Patternmaking, Illustration, Styling, Trend, Fashion Shows, Fit, Knitwear, Wovens, Sportswear, Microsoft Excel, Luxury Goods, Design Patterns, Drawing, PowerPoint, Customer Service
Education
Parsons School of Design
Associate of Arts and Sciences (AAS), Fashion Design
Binghamton University
Bachelor of Arts, English, Art History
WGSN July 2012 - Present
Stylesight May 2010 - July 2012
Ford Models January 2009 - May 2009
Derek Lam December 2008 - March 2009
Roslyn Targ Literary Agency July 2006 - February 2007
Cynthia Steffe August 2006 - October 2006
Bank of America Merrill Lynch December 2004 - August 2005
Skills
Sewing, Fashion, Apparel, Pattern, Mood Boards, Sketching, Fashion Design, Fashion Illustration, Product Development, Illustrator, Photoshop, Mac, Textiles, Tech Packs, Color Theory, Technical Design, Adobe Creative Suite, Draping, Concept Development, Trend Forecasting, Sourcing, Cut & Sew, Microsoft Office, Sketching/Illustration, Trend Analysis, Patternmaking, Illustration, Styling, Trend, Fashion Shows, Fit, Knitwear, Wovens, Sportswear, Microsoft Excel, Luxury Goods, Design Patterns, Drawing, PowerPoint, Customer Service
Education
Parsons School of Design
Associate of Arts and Sciences (AAS), Fashion Design
Binghamton University
Bachelor of Arts, English, Art History
Amit Bilgi's Bank of America Merrill Lynch Experience May 2014 - August 2014
Job Operations Associate at Uber
Industry Internet
Experience
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Rieza Marukot Rieza Marukot's Bank of America Merrill Lynch Experience August 2008 - December 2008
Job Product Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters May 2010 - Present
Monarisasmile Photography LLC January 2010 - Present
Bank of America Merrill Lynch August 2008 - December 2008
Skills
Project Management, Event Management, Customer Engagement, Visio, Excel, PowerPoint, Risk, Oracle Applications, Digital Photography, Photoshop, Customer Service, Microsoft Excel, Financial Risk, Access, SAP, SQL, Business Analysis, Process Improvement, Sales Process, Strategy, Photography, Portrait Photography, Wedding Photography, Adobe Creative Suite, Family Photography, Event Photography, Solution Selling, Management, SaaS, Salesforce.com, Business Development, Software Documentation, CRM, Forecasting, Account Management, Sales, Software Project..., Marketing Strategy, Strategic Partnerships, Product Management, Product Marketing
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Finance, Marketing
Baylor University 2004 — 2005
General Business
Westfield High School
Thomson Reuters May 2010 - Present
Monarisasmile Photography LLC January 2010 - Present
Bank of America Merrill Lynch August 2008 - December 2008
Skills
Project Management, Event Management, Customer Engagement, Visio, Excel, PowerPoint, Risk, Oracle Applications, Digital Photography, Photoshop, Customer Service, Microsoft Excel, Financial Risk, Access, SAP, SQL, Business Analysis, Process Improvement, Sales Process, Strategy, Photography, Portrait Photography, Wedding Photography, Adobe Creative Suite, Family Photography, Event Photography, Solution Selling, Management, SaaS, Salesforce.com, Business Development, Software Documentation, CRM, Forecasting, Account Management, Sales, Software Project..., Marketing Strategy, Strategic Partnerships, Product Management, Product Marketing
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Finance, Marketing
Baylor University 2004 — 2005
General Business
Westfield High School
Kristofer Norton's Bank of America Merrill Lynch Experience May 2015 - Present
Job Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Apple May 2012 - Present
AT&T September 2005 - September 2010
Skills
Sales, Customer Satisfaction, Customer Experience, Account Management, Customer Service, Direct Sales, Sales Operations, Salesforce.com, OS X, Team Leadership, Technology, Technical Support, Small Business, Retail
Education
SUNY Binghamton 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Xaverian Brothers High School 1996 — 2000
Bank of America Merrill Lynch May 2015 - Present
Apple May 2012 - Present
AT&T September 2005 - September 2010
Skills
Sales, Customer Satisfaction, Customer Experience, Account Management, Customer Service, Direct Sales, Sales Operations, Salesforce.com, OS X, Team Leadership, Technology, Technical Support, Small Business, Retail
Education
SUNY Binghamton 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Xaverian Brothers High School 1996 — 2000
Siddhartha Khemka Siddhartha Khemka's Bank of America Merrill Lynch Experience 2009 - Present
Job VP, Finance at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2009
Staples 2005 - 2006
Staples 2002 - 2005
IBM 2001 - 2001
KeyBanc Capital Markets 1998 - 2000
Skills
Financial Planning, Financial Analysis, Corporate Finance, Financial Reporting, Equity Research, Equity Valuation, International Business, Financial Systems, Business Planning, Operations Management, Financial Modeling, Budgets, Process Improvement, Forecasting, Strategic Planning, Analysis
Education
Bentley University 2000 — 2002
Master's Degree, Management Information Systems
University of Toledo 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2009
Staples 2005 - 2006
Staples 2002 - 2005
IBM 2001 - 2001
KeyBanc Capital Markets 1998 - 2000
Skills
Financial Planning, Financial Analysis, Corporate Finance, Financial Reporting, Equity Research, Equity Valuation, International Business, Financial Systems, Business Planning, Operations Management, Financial Modeling, Budgets, Process Improvement, Forecasting, Strategic Planning, Analysis
Education
Bentley University 2000 — 2002
Master's Degree, Management Information Systems
University of Toledo 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Wenqing Gan Wenqing Gan's Bank of America Merrill Lynch Experience June 2010 - September 2010
Job Head of Corporate Development (M&A and ventures), China, at Mattel
Industry Consumer Goods
Experience
Mattel July 2013 - Present
Cummins Inc. September 2011 - June 2013
Bank of America Merrill Lynch June 2010 - September 2010
IDG-Accel/IDG Capital Partners 2009 - 2009
Jones Lang LaSalle July 2005 - 2009
Skills
Due Diligence, Joint Ventures, Private Equity, Project Management, Venture Capital, Negotiation, Financial Modeling, Competitive Analysis, M&A execution, Investments, Mergers & Acquisitions, International Business..., Business Strategy, Valuation, Emerging Markets, Investment Banking, Financial Analysis, M&A experience, LBO, Corporate Finance, Financial modeling..., Private equity..., deal structuring, transaction negotiations, Corporate Venture...
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), M&A, venture investing, marketing, management and organizations, accounting
London Business School 2010 — 2011
MBA, LBO, Venture Capital and Private Equity, M&A
Beijing Foreign Studies University 2001 — 2005
BS & BA, Diplomacy, Economics, International Trade, English Literature
Mattel July 2013 - Present
Cummins Inc. September 2011 - June 2013
Bank of America Merrill Lynch June 2010 - September 2010
IDG-Accel/IDG Capital Partners 2009 - 2009
Jones Lang LaSalle July 2005 - 2009
Skills
Due Diligence, Joint Ventures, Private Equity, Project Management, Venture Capital, Negotiation, Financial Modeling, Competitive Analysis, M&A execution, Investments, Mergers & Acquisitions, International Business..., Business Strategy, Valuation, Emerging Markets, Investment Banking, Financial Analysis, M&A experience, LBO, Corporate Finance, Financial modeling..., Private equity..., deal structuring, transaction negotiations, Corporate Venture...
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), M&A, venture investing, marketing, management and organizations, accounting
London Business School 2010 — 2011
MBA, LBO, Venture Capital and Private Equity, M&A
Beijing Foreign Studies University 2001 — 2005
BS & BA, Diplomacy, Economics, International Trade, English Literature
Eric Siu Eric Siu's Bank of America Merrill Lynch Experience January 2015 - March 2015
Job Student at Dartmouth College
Industry Investment Banking
Experience
The Blackstone Group June 2015 - August 2015
Bank of America Merrill Lynch January 2015 - March 2015
Vista Point Advisors March 2014 - June 2014
Education
Dartmouth College 2012 — 2016
Beijing Normal University 2013 — 2013
Hunter College High School 2007 — 2012
High School Diploma
The Blackstone Group June 2015 - August 2015
Bank of America Merrill Lynch January 2015 - March 2015
Vista Point Advisors March 2014 - June 2014
Education
Dartmouth College 2012 — 2016
Beijing Normal University 2013 — 2013
Hunter College High School 2007 — 2012
High School Diploma
Lily Shapiro Lily Shapiro's Bank of America Merrill Lynch Experience January 2013 - December 2014
Job Vice President Equity Derivatives Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2013 - December 2014
Deutsche Bank May 2011 - January 2013
Deutsche Bank August 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA)
Northeastern University 2000 — 2004
Doctor of Pharmacy (Pharm.D.)
Binghamton University 1998 — 2000
Stuyvesant High School 1994 — 1998
Bank of America Merrill Lynch January 2013 - December 2014
Deutsche Bank May 2011 - January 2013
Deutsche Bank August 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA)
Northeastern University 2000 — 2004
Doctor of Pharmacy (Pharm.D.)
Binghamton University 1998 — 2000
Stuyvesant High School 1994 — 1998
Garrett Bottlinger Garrett Bottlinger's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Allen & Company
Industry Banking
Experience
Allen & Company August 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch January 2013 - July 2013
Bank of America Merrill Lynch June 2012 - December 2012
InCellerate, Inc. February 2012 - May 2012
Texas A&M Office of Technology Commercialization December 2011 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Excel, Accounting, Microsoft Office, Financial Modeling, Market Research, Proformas, New Business Development, New Venture Creation, Microsoft Excel
Education
Texas A&M University - Mays Business School 2008 — 2012
BBA, Finance
Beijing Jiaotong University 2010 — 2010
Study Abroad, International Management
Allen & Company August 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch January 2013 - July 2013
Bank of America Merrill Lynch June 2012 - December 2012
InCellerate, Inc. February 2012 - May 2012
Texas A&M Office of Technology Commercialization December 2011 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Excel, Accounting, Microsoft Office, Financial Modeling, Market Research, Proformas, New Business Development, New Venture Creation, Microsoft Excel
Education
Texas A&M University - Mays Business School 2008 — 2012
BBA, Finance
Beijing Jiaotong University 2010 — 2010
Study Abroad, International Management
Menghan (Jennifer) Zhao's Bank of America Merrill Lynch Experience July 2012 - July 2014
Job Associate at TPG Capital
Industry Financial Services
Experience
TPG Capital July 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - March 2011
BNP Paribas May 2010 - June 2010
Community Center Shanghai March 2010 - June 2010
Skills
Financial Modeling, Investment Banking, Private Equity, Leveraged Finance, Mandarin, Capital IQ, Stata, Valuation, Data Analysis, Excel, Bloomberg, LBO, DCF, Equity Capital Markets, Matlab, Fundraising, Economics, Microsoft Excel
Education
Dartmouth College 2008 — 2012
BA, Economics, Psychology, with Honors
Beijing Normal University
Advanced Chinese
Stillwater High School 2005 — 2008
TPG Capital July 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - March 2011
BNP Paribas May 2010 - June 2010
Community Center Shanghai March 2010 - June 2010
Skills
Financial Modeling, Investment Banking, Private Equity, Leveraged Finance, Mandarin, Capital IQ, Stata, Valuation, Data Analysis, Excel, Bloomberg, LBO, DCF, Equity Capital Markets, Matlab, Fundraising, Economics, Microsoft Excel
Education
Dartmouth College 2008 — 2012
BA, Economics, Psychology, with Honors
Beijing Normal University
Advanced Chinese
Stillwater High School 2005 — 2008
Pam Tsao Pam Tsao's Bank of America Merrill Lynch Experience 2012 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2012 - Present
Bank of America Merrill Lynch 2007 - 2012
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Fox Broadcasting Company 2003 - 2003
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
M.S. Risk Management
State University of New York at Binghamton
B.S. Financial Economics
Bank of America Merrill Lynch 2012 - Present
Bank of America Merrill Lynch 2007 - 2012
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Fox Broadcasting Company 2003 - 2003
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
M.S. Risk Management
State University of New York at Binghamton
B.S. Financial Economics
Derek Abdelmaseh, CPA Derek Abdelmaseh, CPA's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate, NYU Stern School of Business, Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
PwC July 2008 - June 2014
PwC June 2007 - August 2007
Skills
Analysis, Alternative Investments, Financial Accounting, Private Equity, Tax
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
Bentley University 2005 — 2008
Bachelors, Accountancy
Bank of America Merrill Lynch June 2015 - August 2015
PwC July 2008 - June 2014
PwC June 2007 - August 2007
Skills
Analysis, Alternative Investments, Financial Accounting, Private Equity, Tax
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
Bentley University 2005 — 2008
Bachelors, Accountancy
Charlotte Rubin's Bank of America Merrill Lynch Experience December 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2013 - Present
Wrobel Schatz & Fox LLP January 2013 - December 2013
Mintz & Fraade, P.C. March 2012 - December 2012
Burberry Limited January 2011 - May 2011
Ladbrokes Plc January 2009 - June 2009
Abercrombie & Fitch / Hollister Co. (UK) Ltd June 2008 - August 2008
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Intellectual Property, Commercial Litigation, Corporate Governance, Trademarks, Trademark Infringement, Copyright Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2011
LLM, Law
The University of Birmingham 2006 — 2010
LLB, Law
University of Oregon
US history, US Politics, and Political Science
Bank of America Merrill Lynch December 2013 - Present
Wrobel Schatz & Fox LLP January 2013 - December 2013
Mintz & Fraade, P.C. March 2012 - December 2012
Burberry Limited January 2011 - May 2011
Ladbrokes Plc January 2009 - June 2009
Abercrombie & Fitch / Hollister Co. (UK) Ltd June 2008 - August 2008
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Intellectual Property, Commercial Litigation, Corporate Governance, Trademarks, Trademark Infringement, Copyright Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2011
LLM, Law
The University of Birmingham 2006 — 2010
LLB, Law
University of Oregon
US history, US Politics, and Political Science
Weicong Tian Weicong Tian's Bank of America Merrill Lynch Experience 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - July 2013
National Association of Black Accountants (NABA) May 2011 - May 2012
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Financial Reporting, Finance
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance, Global Perspective
University of Virginia 2011 — 2011
Bachelor of Science, Semester at Sea
Fudan University 2009 — 2009
Bachelor of Science, Chinese for Business
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - July 2013
National Association of Black Accountants (NABA) May 2011 - May 2012
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Financial Reporting, Finance
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance, Global Perspective
University of Virginia 2011 — 2011
Bachelor of Science, Semester at Sea
Fudan University 2009 — 2009
Bachelor of Science, Chinese for Business
Michael Bernholz's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Senior Investment Analyst at Prudential Mortgage Capital Company
Industry Real Estate
Experience
Prudential Mortgage Capital Company March 2013 - Present
Hudson Valley Appraisal Corporation June 2011 - March 2013
Exis Capital May 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Real Estate Valuation-..., Valuation, Investments, Wealth Management, Finance, Due Diligence, Financial Modeling, Financial Reporting, Appraisals, Corporate Finance, Commercial Real Estate, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance
Prudential Mortgage Capital Company March 2013 - Present
Hudson Valley Appraisal Corporation June 2011 - March 2013
Exis Capital May 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Real Estate Valuation-..., Valuation, Investments, Wealth Management, Finance, Due Diligence, Financial Modeling, Financial Reporting, Appraisals, Corporate Finance, Commercial Real Estate, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance
Michelle Sullivan's Bank of America Merrill Lynch Experience July 2010 - December 2010
Job Display Leader at iProspect
Industry Marketing and Advertising
Experience
iProspect April 2015 - Present
iProspect October 2013 - April 2015
Epsilon June 2013 - October 2013
Epsilon June 2012 - June 2013
Bentley University June 2009 - May 2012
Gemvara February 2011 - April 2012
New England Educational Institute May 2011 - August 2011
Bank of America Merrill Lynch July 2010 - December 2010
Brigham and Women's Hospital June 2007 - August 2010
Bentley University June 2008 - May 2009
Skills
SQL, Microsoft Office, Blogging, Unix, System Testing, Database Marketing, Functional..., InDesign, QuarkXPress, E-commerce SEO, SDLC, Paid Search, Google Adwords, Google Analytics, PPC
Education
Bentley University 2008 — 2012
Marketing
iProspect April 2015 - Present
iProspect October 2013 - April 2015
Epsilon June 2013 - October 2013
Epsilon June 2012 - June 2013
Bentley University June 2009 - May 2012
Gemvara February 2011 - April 2012
New England Educational Institute May 2011 - August 2011
Bank of America Merrill Lynch July 2010 - December 2010
Brigham and Women's Hospital June 2007 - August 2010
Bentley University June 2008 - May 2009
Skills
SQL, Microsoft Office, Blogging, Unix, System Testing, Database Marketing, Functional..., InDesign, QuarkXPress, E-commerce SEO, SDLC, Paid Search, Google Adwords, Google Analytics, PPC
Education
Bentley University 2008 — 2012
Marketing
Jonathan Bloom, CFP®'s Bank of America Merrill Lynch Experience May 2012 - September 2013
Job Vice President, Financial Advisor at Santander Investments
Industry Financial Services
Experience
Santander Investments October 2013 - Present
Bank of America Merrill Lynch May 2012 - September 2013
Asset Strategy Consultants- Boston October 2011 - May 2012
Asset Strategy Consultants - Boston March 2008 - September 2011
Fidelity Investments July 2006 - March 2008
Charles River Financial Group May 2004 - May 2006
Independence Investments November 2001 - January 2003
Education
Bentley University 2002 — 2006
BS, Finance
NYU 2009 — 2011
Certificate, Certificate in Financial Planning
Santander Investments October 2013 - Present
Bank of America Merrill Lynch May 2012 - September 2013
Asset Strategy Consultants- Boston October 2011 - May 2012
Asset Strategy Consultants - Boston March 2008 - September 2011
Fidelity Investments July 2006 - March 2008
Charles River Financial Group May 2004 - May 2006
Independence Investments November 2001 - January 2003
Education
Bentley University 2002 — 2006
BS, Finance
NYU 2009 — 2011
Certificate, Certificate in Financial Planning
Richard Feazell Richard Feazell's Bank of America Merrill Lynch Experience February 2014 - Present
Job Senior Vice President Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch June 2011 - February 2014
JP Morgan 2008 - June 2011
KPMG Advisory 2006 - 2008
KPMG LLP 2006 - 2008
Apache Corporation January 2004 - 2006
Skills
Commodities, Credit, Gas, Financial Analysis, Valuation, Investment Banking, Derivatives, Energy, Risk Management, Oil, Natural Gas, Energy Trading, Corporate Finance, Bloomberg, Risk, Options, Forecasting, Financial Reporting, SOX, Structuring, Compliance, Excel, Economics, Credit Risk, SAP, Cash Flow, Enterprise Risk..., Business Strategy, Market Risk, Corporate risk, Commodity Markets, Petroleum, Commodity, Strategy, Finance, Financial Modeling, Due Diligence, Hedging, Structured Finance, Hedge Funds, Equities, Capital Markets, Fixed Income, Asset Management, Project Finance
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Baylor University - Hankamer School of Business
BBA, Economics
Baylor University - Hankamer School of Business
BBA, Marketing/Professional Selling
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch June 2011 - February 2014
JP Morgan 2008 - June 2011
KPMG Advisory 2006 - 2008
KPMG LLP 2006 - 2008
Apache Corporation January 2004 - 2006
Skills
Commodities, Credit, Gas, Financial Analysis, Valuation, Investment Banking, Derivatives, Energy, Risk Management, Oil, Natural Gas, Energy Trading, Corporate Finance, Bloomberg, Risk, Options, Forecasting, Financial Reporting, SOX, Structuring, Compliance, Excel, Economics, Credit Risk, SAP, Cash Flow, Enterprise Risk..., Business Strategy, Market Risk, Corporate risk, Commodity Markets, Petroleum, Commodity, Strategy, Finance, Financial Modeling, Due Diligence, Hedging, Structured Finance, Hedge Funds, Equities, Capital Markets, Fixed Income, Asset Management, Project Finance
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Baylor University - Hankamer School of Business
BBA, Economics
Baylor University - Hankamer School of Business
BBA, Marketing/Professional Selling
Ariella Finly Ariella Finly's Bank of America Merrill Lynch Experience October 2014 - Present
Job Sr. Operations Representative at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Rutgers University May 2013 - October 2014
Ray Catena Mercedes-Benz March 2007 - April 2013
Dicks Sporting Goods November 2004 - March 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Administrative..., Customer Satisfaction, Data Entry, Budgets, Access, Team Building, Sales
Education
Berkeley College 2008 — 2010
Bachelor of Science, Business Administration
Middlesex County College 2004 — 2007
Associates in Applied Science, Business Administration
Bank of America Merrill Lynch October 2014 - Present
Rutgers University May 2013 - October 2014
Ray Catena Mercedes-Benz March 2007 - April 2013
Dicks Sporting Goods November 2004 - March 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Administrative..., Customer Satisfaction, Data Entry, Budgets, Access, Team Building, Sales
Education
Berkeley College 2008 — 2010
Bachelor of Science, Business Administration
Middlesex County College 2004 — 2007
Associates in Applied Science, Business Administration
Spencer Hunter Spencer Hunter's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Intern at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Baylor University January 2014 - August 2015
Dallas Athletic Club May 2012 - August 2014
Skills
Communication, Group Work, Team Leadership, Team Building, Event Planning, Social Media, Time Management, Microsoft Office, Customer Service, Microsoft Word, Teamwork, Recruiting, Social Networking, Analysis
Education
Baylor University 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.79 GPA
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.79
Bank of America Merrill Lynch June 2015 - August 2015
Baylor University January 2014 - August 2015
Dallas Athletic Club May 2012 - August 2014
Skills
Communication, Group Work, Team Leadership, Team Building, Event Planning, Social Media, Time Management, Microsoft Office, Customer Service, Microsoft Word, Teamwork, Recruiting, Social Networking, Analysis
Education
Baylor University 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.79 GPA
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.79
Denese Duran Denese Duran's Bank of America Merrill Lynch Experience October 2003 - November 2011
Job Internet Radio Operations Manager
Industry Broadcast Media
Experience
Blog Talk Radio / The Love Zone USA (dot) com March 2013 - Present
Lincoln Heritage October 2012 - December 2013
Indie Republic Network / MME Radio April 2011 - December 2013
Bank of America Merrill Lynch October 2003 - November 2011
Skills
Radio, Radio Operations,..., Social Networking, Social Media, Social Media Marketing, Entertainment, Event Management, Public Relations, Management, Public Speaking, Television
Education
Berkeley College 2001 — 2006
Bachelor's degree, International Business
Passaic County Community College
Human Services Specialist/CADC, Human Services, General
Blog Talk Radio / The Love Zone USA (dot) com March 2013 - Present
Lincoln Heritage October 2012 - December 2013
Indie Republic Network / MME Radio April 2011 - December 2013
Bank of America Merrill Lynch October 2003 - November 2011
Skills
Radio, Radio Operations,..., Social Networking, Social Media, Social Media Marketing, Entertainment, Event Management, Public Relations, Management, Public Speaking, Television
Education
Berkeley College 2001 — 2006
Bachelor's degree, International Business
Passaic County Community College
Human Services Specialist/CADC, Human Services, General
Sharon Hartley-Reid Sharon Hartley-Reid's Bank of America Merrill Lynch Experience July 2010 - February 2015
Job Deutsche Bank
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2010 - February 2015
Nelnet September 2002 - July 2010
Skills
Banking, Forecasting, Leadership Development, Accounts Payable, Accounts Receivable, SAS70, Process Improvement, Financial Analysis, Cash Management, Mergers, Risk Management, Accounting, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Account Reconciliation, General Ledger, Business Process, Data Analysis, Training, Financial Audits, Financial Risk, Analysis, Managerial Finance, Finance, Team Management, Budgets, Internal Controls, Customer Satisfaction, Strategic Planning, Leadership, Vendor Management, Variance Analysis, Business Process..., Credit, Financial Services, Microsoft Excel, Performance Management, Cross-functional Team..., Cash Flow, Treasury Management, Mergers
Education
Bellevue University
MA, Leadership Development, 3.89
Webster University
MA, Management/Human Resource Management, 3.97
Bank of America Merrill Lynch July 2010 - February 2015
Nelnet September 2002 - July 2010
Skills
Banking, Forecasting, Leadership Development, Accounts Payable, Accounts Receivable, SAS70, Process Improvement, Financial Analysis, Cash Management, Mergers, Risk Management, Accounting, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Account Reconciliation, General Ledger, Business Process, Data Analysis, Training, Financial Audits, Financial Risk, Analysis, Managerial Finance, Finance, Team Management, Budgets, Internal Controls, Customer Satisfaction, Strategic Planning, Leadership, Vendor Management, Variance Analysis, Business Process..., Credit, Financial Services, Microsoft Excel, Performance Management, Cross-functional Team..., Cash Flow, Treasury Management, Mergers
Education
Bellevue University
MA, Leadership Development, 3.89
Webster University
MA, Management/Human Resource Management, 3.97
Jalen Fu's Bank of America Merrill Lynch Experience September 2008 - Present
Job Project Manager
Industry Computer Software
Experience
Bank of America Merrill Lynch September 2008 - Present
Morgan Stanley January 2006 - September 2008
BD April 2003 - January 2006
Brookfield Properties June 2002 - February 2003
China Everbright Bank September 1998 - August 2001
Skills
Business Analysis, Microsoft SQL Server, Consulting, SDLC, Agile Methodologies, SQL, Project Management, Requirements Analysis, Requirements Gathering, Sybase, Vendor Management, C#, Software Project...
Education
Beijing Jiaotong University 1989 — 1996
M.Sc., Computer Software Engineering
Bank of America Merrill Lynch September 2008 - Present
Morgan Stanley January 2006 - September 2008
BD April 2003 - January 2006
Brookfield Properties June 2002 - February 2003
China Everbright Bank September 1998 - August 2001
Skills
Business Analysis, Microsoft SQL Server, Consulting, SDLC, Agile Methodologies, SQL, Project Management, Requirements Analysis, Requirements Gathering, Sybase, Vendor Management, C#, Software Project...
Education
Beijing Jiaotong University 1989 — 1996
M.Sc., Computer Software Engineering
Kim Gwin's Bank of America Merrill Lynch Experience April 2014 - Present
Job Treasury Sales Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2014 - Present
The Royal Bank of Scotland plc July 2009 - April 2014
The Royal Bank of Scotland plc June 2010 - December 2010
The Royal Bank of Scotland plc June 2009 - June 2010
ABN AMRO BANK NV September 2004 - June 2009
ABN AMRO 2004 - 2009
Comerica Bank 2003 - 2004
Education
Baylor University - Hankamer School of Business 2001 — 2003
Bachelor of Business Administration, Finance
Kilgore College 1995 — 1997
Bank of America Merrill Lynch April 2014 - Present
The Royal Bank of Scotland plc July 2009 - April 2014
The Royal Bank of Scotland plc June 2010 - December 2010
The Royal Bank of Scotland plc June 2009 - June 2010
ABN AMRO BANK NV September 2004 - June 2009
ABN AMRO 2004 - 2009
Comerica Bank 2003 - 2004
Education
Baylor University - Hankamer School of Business 2001 — 2003
Bachelor of Business Administration, Finance
Kilgore College 1995 — 1997
Jim Slusarz's Bank of America Merrill Lynch Experience February 2011 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America 2009 - February 2011
Merrill Lynch 2004 - 2009
Goldman Sachs 1998 - 2004
IPC 1984 - 1998
Skills
Equities, Investment Banking, Options, Portfolio Management, Risk Management, Trading Systems, Market Data, Vendor Management, Credit Derivatives, Financial Risk, Swaps, Financial Services, Disaster Recovery, Bloomberg, Technical Analysis, Commodity, Business Analysis, Electronic Trading, Prime Brokerage, Middle Office, Hedge Funds, Fixed Income, Equity Derivatives, Derivatives, Sybase, Asset Management, Equity Trading, Trading, IT Strategy, Reference Data, Capital Markets, Exchange Connectivity, Alternative Investments, Private Equity, Securities, Series 7, Low Latency, Banking, Wealth Management, FX Options, Financial Markets, Equity Research, Investments, SDLC, Trading System, Emerging Markets, Mergers & Acquisitions, Business Continuity, Financial Modeling, Relationship Management
Education
Binghamton University 1972 — 1976
ba, painting
Binghamton University 1971 — 1975
BA, Design and Physics
Indiana University Bloomington
MA, Physics
Bank of America Merrill Lynch February 2011 - Present
Bank of America 2009 - February 2011
Merrill Lynch 2004 - 2009
Goldman Sachs 1998 - 2004
IPC 1984 - 1998
Skills
Equities, Investment Banking, Options, Portfolio Management, Risk Management, Trading Systems, Market Data, Vendor Management, Credit Derivatives, Financial Risk, Swaps, Financial Services, Disaster Recovery, Bloomberg, Technical Analysis, Commodity, Business Analysis, Electronic Trading, Prime Brokerage, Middle Office, Hedge Funds, Fixed Income, Equity Derivatives, Derivatives, Sybase, Asset Management, Equity Trading, Trading, IT Strategy, Reference Data, Capital Markets, Exchange Connectivity, Alternative Investments, Private Equity, Securities, Series 7, Low Latency, Banking, Wealth Management, FX Options, Financial Markets, Equity Research, Investments, SDLC, Trading System, Emerging Markets, Mergers & Acquisitions, Business Continuity, Financial Modeling, Relationship Management
Education
Binghamton University 1972 — 1976
ba, painting
Binghamton University 1971 — 1975
BA, Design and Physics
Indiana University Bloomington
MA, Physics
Griffith Cuffy's Bank of America Merrill Lynch Experience September 2012 - Present
Job at Bank of America
Industry Financial Services
Experience
Bank of America merrill lynch September 2012 - Present
Bank of America Merrill Lynch April 2011 - September 2012
Bank of America Merrill Lynch October 2009 - April 2011
Wellington Management September 2006 - December 2008
Skills
Strategy, Financial Services, Account Reconciliation, Project Management, Financial Statements, Trading, Teamwork, Equities, Derivatives, Relationship Management, Wealth Management, Credit, Time Management, Analysis, Fixed Income, Financial Analysis, Securities, Finance, Financial Reporting
Education
Boston University 2000 — 2001
Certificate, Project Management
Bentley University 1996 — 2000
BS, Finance/Bank Management
Bank of America merrill lynch September 2012 - Present
Bank of America Merrill Lynch April 2011 - September 2012
Bank of America Merrill Lynch October 2009 - April 2011
Wellington Management September 2006 - December 2008
Skills
Strategy, Financial Services, Account Reconciliation, Project Management, Financial Statements, Trading, Teamwork, Equities, Derivatives, Relationship Management, Wealth Management, Credit, Time Management, Analysis, Fixed Income, Financial Analysis, Securities, Finance, Financial Reporting
Education
Boston University 2000 — 2001
Certificate, Project Management
Bentley University 1996 — 2000
BS, Finance/Bank Management
John Healy's Bank of America Merrill Lynch Experience April 2010 - July 2012
Job Managing Director, Head of Operations CIB at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
Aravindan Kannaiyan's Bank of America Merrill Lynch Experience January 2010 - July 2013
Job Solutions Architect and Application Analyst at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2013 - Present
Citi August 2013 - October 2013
Bank of America Merrill Lynch January 2010 - July 2013
Credit Suisse August 2009 - January 2010
Deutsche Bank September 2007 - June 2009
Merrill Lynch January 2006 - September 2007
McGraw Hill Companies April 2002 - January 2006
Education
Bharathidasan University 1990 — 1994
B.E, Electrical And Electronics Engeering
Bharathidasan University
JPMorgan Chase October 2013 - Present
Citi August 2013 - October 2013
Bank of America Merrill Lynch January 2010 - July 2013
Credit Suisse August 2009 - January 2010
Deutsche Bank September 2007 - June 2009
Merrill Lynch January 2006 - September 2007
McGraw Hill Companies April 2002 - January 2006
Education
Bharathidasan University 1990 — 1994
B.E, Electrical And Electronics Engeering
Bharathidasan University
Samuel Medina's Bank of America Merrill Lynch Experience September 2007 - September 2010
Job Attorney
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Bank of America Merrill Lynch September 2007 - September 2010
Hudson Legal March 2007 - September 2007
Update Legal November 2006 - January 2007
Kings County District Attorneys Office June 2005 - December 2005
Classic Media May 2004 - August 2004
Classic Media March 2002 - August 2003
Renegade Marketing Group February 2000 - February 2002
Grey 1997 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Oberlin College 1993 — 1997
BA, English
Morgan Stanley September 2010 - Present
Bank of America Merrill Lynch September 2007 - September 2010
Hudson Legal March 2007 - September 2007
Update Legal November 2006 - January 2007
Kings County District Attorneys Office June 2005 - December 2005
Classic Media May 2004 - August 2004
Classic Media March 2002 - August 2003
Renegade Marketing Group February 2000 - February 2002
Grey 1997 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Oberlin College 1993 — 1997
BA, English
Puneet Chandhok's Bank of America Merrill Lynch Experience 2004 - 2007
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Tim Thurman's Bank of America Merrill Lynch Experience January 2004 - Present
Job VPGlobal Commercial Banking
Industry Banking
Experience
Bank of America Merrill Lynch January 2004 - Present
Education
Baylor University - Hankamer School of Business
Bank of America Merrill Lynch January 2004 - Present
Education
Baylor University - Hankamer School of Business
Monica McGinley's Bank of America Merrill Lynch Experience August 2010 - Present
Job Director at Bank of America Merrill Lynch, Senior Compliance Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Morgan Stanley Investment Management September 2005 - July 2010
Midas Management Corporation May 2000 - August 2005
Skills
Hedge Funds, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Managment, Equities
Education
St. John's University School of Law 1994 — 1997
State University of New York at Binghamton
B.A., Law and Society
Bank of America Merrill Lynch August 2010 - Present
Morgan Stanley Investment Management September 2005 - July 2010
Midas Management Corporation May 2000 - August 2005
Skills
Hedge Funds, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Managment, Equities
Education
St. John's University School of Law 1994 — 1997
State University of New York at Binghamton
B.A., Law and Society
Danielle I. Schaefer's Bank of America Merrill Lynch Experience February 2009 - July 2010
Job Millennium Management LLC
Industry Financial Services
Experience
Millennium Management LLC July 2010 - Present
Bank of America Merrill Lynch February 2009 - July 2010
Goldman, Sachs & Co. January 2007 - November 2008
Stroock & Stroock & Lavan LLP 2001 - 2006
Education
Fordham University School of Law 1998 — 2001
JD, Law
Binghamton University - School of Management 1997 — 1998
MBA
Binghamton University 1994 — 1997
Millennium Management LLC July 2010 - Present
Bank of America Merrill Lynch February 2009 - July 2010
Goldman, Sachs & Co. January 2007 - November 2008
Stroock & Stroock & Lavan LLP 2001 - 2006
Education
Fordham University School of Law 1998 — 2001
JD, Law
Binghamton University - School of Management 1997 — 1998
MBA
Binghamton University 1994 — 1997
Mahalingam Joghee's Bank of America Merrill Lynch Experience June 2008 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch June 2008 - Present
Con Edison September 2000 - May 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Microsoft Technologies, Web Services, SOA, SDLC, Enterprise Architecture, ASP.NET, C# 4.0, HTML, JavaScript, IBM DB2 10 for z/OS, DB2Connect EE, ORACLE, Program Management
Education
Bharathidasan University 1993 — 1994
Master's degree, Computer Science
Bank of America Merrill Lynch June 2008 - Present
Con Edison September 2000 - May 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Microsoft Technologies, Web Services, SOA, SDLC, Enterprise Architecture, ASP.NET, C# 4.0, HTML, JavaScript, IBM DB2 10 for z/OS, DB2Connect EE, ORACLE, Program Management
Education
Bharathidasan University 1993 — 1994
Master's degree, Computer Science
Harshit Rastogi's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Breaking the barrier of being #ordinary
Industry Information Technology and Services
Experience
Yahoo February 2014 - Present
GOGII, inc. June 2011 - February 2014
Bank of America Merrill Lynch June 2010 - August 2010
HCL Technologies April 2008 - July 2009
Mindtree 2008 - 2009
Perot Systems July 2005 - April 2008
Skills
Spring, Java, Hibernate, MySQL, Ruby on Rails, Eclipse, Ruby, Swing, Algorithms, JUnit, Data Structures, Memcached, Spring Framework, jQuery, Agile Methodologies, REST, Redis, Apache Storm, Guice
Education
University of Southern California 2009 — 2011
Masters, computer science
Bharati Vidyapeeth 2001 — 2005
B.E, computers
DPS,Mathura 1999 — 2001
Yahoo February 2014 - Present
GOGII, inc. June 2011 - February 2014
Bank of America Merrill Lynch June 2010 - August 2010
HCL Technologies April 2008 - July 2009
Mindtree 2008 - 2009
Perot Systems July 2005 - April 2008
Skills
Spring, Java, Hibernate, MySQL, Ruby on Rails, Eclipse, Ruby, Swing, Algorithms, JUnit, Data Structures, Memcached, Spring Framework, jQuery, Agile Methodologies, REST, Redis, Apache Storm, Guice
Education
University of Southern California 2009 — 2011
Masters, computer science
Bharati Vidyapeeth 2001 — 2005
B.E, computers
DPS,Mathura 1999 — 2001
Whitney Westbrook's Bank of America Merrill Lynch Experience 2010 - Present
Job Campus Talent Leader, Global Technology & Operations, Bank of America
Industry Staffing and Recruiting
Experience
Bank of America 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Bank of America 2009 - Present
Bank of America 2007 - Present
Robert Half International 2000 - 2006
Skills
Talent Management, Talent Acquisition, Recruiting, Temporary Placement, Performance Management, Onboarding, Human Resources, Change Management, Process Improvement, Sourcing, Technical Recruiting, Management, College Recruiting, Interviews, Leadership, Training, Applicant Tracking..., Consulting, Coaching
Education
Baylor University 1994 — 1998
American Studies
Bank of America 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Bank of America 2009 - Present
Bank of America 2007 - Present
Robert Half International 2000 - 2006
Skills
Talent Management, Talent Acquisition, Recruiting, Temporary Placement, Performance Management, Onboarding, Human Resources, Change Management, Process Improvement, Sourcing, Technical Recruiting, Management, College Recruiting, Interviews, Leadership, Training, Applicant Tracking..., Consulting, Coaching
Education
Baylor University 1994 — 1998
American Studies
Igor Solop's Bank of America Merrill Lynch Experience 2003 - Present
Job Software Development at Bank of America Securities
Industry Financial Services
Experience
Bank of America Merrill Lynch 2003 - Present
Education
Binghamton University 1992 — 1996
Bank of America Merrill Lynch 2003 - Present
Education
Binghamton University 1992 — 1996
Ney Peralta's Bank of America Merrill Lynch Experience September 2015 - Present
Job Associate, Global Equities
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Citi July 2013 - August 2015
Citigroup July 2010 - June 2013
Citigroup June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Prudential Financial June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Finance, Capital Markets, Spanish
Education
Bentley University 2006 — 2010
BS, Corporate Finance & Accounting
The University of Hong Kong 2008 — 2009
Economics & Finance
Bank of America Merrill Lynch September 2015 - Present
Citi July 2013 - August 2015
Citigroup July 2010 - June 2013
Citigroup June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Prudential Financial June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Finance, Capital Markets, Spanish
Education
Bentley University 2006 — 2010
BS, Corporate Finance & Accounting
The University of Hong Kong 2008 — 2009
Economics & Finance
Jeremy de Jesus's Bank of America Merrill Lynch Experience May 2008 - January 2012
Job Research and Business Development
Industry Research
Experience
Bank of America Merrill Lynch May 2008 - January 2012
Hughey Center for Financial Services, Bentley University December 2006 - May 2009
GE Capital Soultions June 2006 - August 2007
Education
Bentley University 2005 — 2009
Bachelor of Science
Bank of America Merrill Lynch May 2008 - January 2012
Hughey Center for Financial Services, Bentley University December 2006 - May 2009
GE Capital Soultions June 2006 - August 2007
Education
Bentley University 2005 — 2009
Bachelor of Science
Carmin Di Fiore's Bank of America Merrill Lynch Experience 2005 - 2014
Job Executive Vice President Debt and Structured Finance at CBRE Canada
Industry Capital Markets
Experience
CBRE Canada March 2015 - Present
Bank of America Merrill Lynch 2005 - 2014
CIBC 1998 - 2005
Scotiabank & National Trust 1993 - 1998
Skills
Real Estate, Credit, Banking, Structured Finance, Real Estate Development, Debt, Risk Assessment, Manage client..., Stakeholder Management, New Business Development, Debt Restructuring,..., 3P
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), International Business
University of San Diego School of Law 1985 — 1985
Diploma, International Business Law
Baylor University 1983 — 1984
BBA, International Business
Ryerson University 1978 — 1982
BAA, Hospitality Adminsitration
CBRE Canada March 2015 - Present
Bank of America Merrill Lynch 2005 - 2014
CIBC 1998 - 2005
Scotiabank & National Trust 1993 - 1998
Skills
Real Estate, Credit, Banking, Structured Finance, Real Estate Development, Debt, Risk Assessment, Manage client..., Stakeholder Management, New Business Development, Debt Restructuring,..., 3P
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), International Business
University of San Diego School of Law 1985 — 1985
Diploma, International Business Law
Baylor University 1983 — 1984
BBA, International Business
Ryerson University 1978 — 1982
BAA, Hospitality Adminsitration
Nick Raikhovski's Bank of America Merrill Lynch Experience March 2011 - Present
Job Director at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch March 2011 - Present
TPG Axon March 2008 - Present
TPG-Axon Capital 2008 - 2010
Ipreo LLC 2007 - 2008
Banc of America Securities November 2005 - June 2007
UBS Investment Bank March 2005 - November 2005
i-Deal LLC November 2000 - March 2005
Prudential Insurance March 1999 - March 2000
Citibank October 1997 - March 1999
Dun & Bradstreet November 1996 - November 1997
Skills
python, SDLC, Electronic Trading, Trading Systems, Business Analysis, Operating Systems, SQL, Enterprise Architecture, Fixed Income, Equities, Agile Methodologies, Databases, Web Development, Software Development, Market Data
Education
Bauman Moscow State Technical University 1981 — 1987
Bank of America Merrill Lynch March 2011 - Present
TPG Axon March 2008 - Present
TPG-Axon Capital 2008 - 2010
Ipreo LLC 2007 - 2008
Banc of America Securities November 2005 - June 2007
UBS Investment Bank March 2005 - November 2005
i-Deal LLC November 2000 - March 2005
Prudential Insurance March 1999 - March 2000
Citibank October 1997 - March 1999
Dun & Bradstreet November 1996 - November 1997
Skills
python, SDLC, Electronic Trading, Trading Systems, Business Analysis, Operating Systems, SQL, Enterprise Architecture, Fixed Income, Equities, Agile Methodologies, Databases, Web Development, Software Development, Market Data
Education
Bauman Moscow State Technical University 1981 — 1987
Bill Pappas's Bank of America Merrill Lynch Experience February 2010 - Present
Job Chief Information Officer for Global Wholesale Banking and Head of the Global Delivery Center of Expertise
Industry Banking
Experience
Bank of America Merrill Lynch February 2010 - Present
Bank of America January 2008 - January 2010
Bank of America December 2005 - December 2007
Bank of America August 2000 - November 2003
GE Capital January 1995 - July 2000
Education
Bentley College
BA, Government - Cum Laude
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, International Business
Bank of America Merrill Lynch February 2010 - Present
Bank of America January 2008 - January 2010
Bank of America December 2005 - December 2007
Bank of America August 2000 - November 2003
GE Capital January 1995 - July 2000
Education
Bentley College
BA, Government - Cum Laude
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, International Business
Vijay Giri's Bank of America Merrill Lynch Experience September 2015 - Present
Job Senior Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Express Scripts January 2012 - Present
Medco May 2011 - February 2012
Deutsche Bank November 2008 - April 2011
Medco August 2006 - September 2008
IBM Global Services 2003 - 2006
Guardian Life 1999 - 2003
Federated Department Stores October 1998 - July 1999
Albertsons February 1997 - August 1998
Prudential Financial June 1996 - February 1997
Skills
DB2, Hadoop, COBOL, SDLC, IBM Mainframe, Teradata Data Warehouse, MapReduce, Hive, HBase, Apache Pig, Flume, Sqoop, Java, Oozie, Linux, WebSphere MQ, VSAM, CICS, Release Management, JCL, Mainframe, Talend, Agile Methodologies
Education
PSG College of Technology 1992 — 1994
M.phil, Computer Applications
Bharathiar University 1985 — 1987
M.Sc, maths
Bank of America Merrill Lynch September 2015 - Present
Express Scripts January 2012 - Present
Medco May 2011 - February 2012
Deutsche Bank November 2008 - April 2011
Medco August 2006 - September 2008
IBM Global Services 2003 - 2006
Guardian Life 1999 - 2003
Federated Department Stores October 1998 - July 1999
Albertsons February 1997 - August 1998
Prudential Financial June 1996 - February 1997
Skills
DB2, Hadoop, COBOL, SDLC, IBM Mainframe, Teradata Data Warehouse, MapReduce, Hive, HBase, Apache Pig, Flume, Sqoop, Java, Oozie, Linux, WebSphere MQ, VSAM, CICS, Release Management, JCL, Mainframe, Talend, Agile Methodologies
Education
PSG College of Technology 1992 — 1994
M.phil, Computer Applications
Bharathiar University 1985 — 1987
M.Sc, maths
Puja Shahani Panjwani's Bank of America Merrill Lynch Experience August 2003 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank Of America - Merrill Lynch August 2003 - Present
Informatica 2000 - 2004
ComEd October 1998 - November 2000
Education
Bharati Vidyapeeth 1996 — 1998
MBA, Finance
Bank Of America - Merrill Lynch August 2003 - Present
Informatica 2000 - 2004
ComEd October 1998 - November 2000
Education
Bharati Vidyapeeth 1996 — 1998
MBA, Finance
Bonnie Powell's Bank of America Merrill Lynch Experience February 2008 - June 2010
Job Director, Registered Principal Manager, Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Vani Karthikeyan's Bank of America Merrill Lynch Experience October 2014 - Present
Job Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley November 2009 - September 2014
The Options Clearing Corporation July 2008 - October 2009
Merrill Lynch March 2005 - June 2008
Fintrack Systems January 2003 - February 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Software Project..., SQL, Data Warehousing, Testing, Unix, Test Planning
Education
Bharathidasan University 1999 — 2002
Masters in Computer Applications, Computer Science
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley November 2009 - September 2014
The Options Clearing Corporation July 2008 - October 2009
Merrill Lynch March 2005 - June 2008
Fintrack Systems January 2003 - February 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Software Project..., SQL, Data Warehousing, Testing, Unix, Test Planning
Education
Bharathidasan University 1999 — 2002
Masters in Computer Applications, Computer Science
Michael Frawley's Bank of America Merrill Lynch Experience October 2008 - February 2012
Job Regional Direct Energy Manager
Industry Utilities
Experience
SolarCity March 2014 - Present
SolarCity November 2013 - Present
New England Quarterback Academy, LLC 2002 - Present
Vivint Solar May 2013 - November 2013
Citizens Bank - CCO Investments May 2012 - May 2013
Bank of America - Merrill Lynch October 2008 - February 2012
KeyBank March 2005 - October 2008
Skills
Sales, Leadership, Relationship Management, Management, Direct Sales, Sales Process, Wealth Management, Marketing, Social Skills, Account Management, Business Development, Lead Generation, New Business Development, Portfolio Management, Salesforce.com, Customer Retention, Training, Sales Management, Recruiting, Selling, Sales Operations, Sales Presentations, Team Management, Team Leadership, Team Building, Teamwork, Dependable Team Player, Teaching, Employee Training, Sales Leadership..., Sales Rep Training, Emotional Intelligence, Business Coaching, Sports Coaching, Coaching Staff, Passionate about work, Building Relationships, CRM, Customer Satisfaction, Strategy, Negotiation, Cross-functional Team..., Contract Negotiation, Strategic Partnerships, Coaching, Credit, Interpersonal Skills
Education
Bentley University 1998 — 2002
Bachelor's in Science, Major: Business Management. Minor: Information Technology
Matignon High School 1994 — 1998
High School Diploma, High School Degree
SolarCity March 2014 - Present
SolarCity November 2013 - Present
New England Quarterback Academy, LLC 2002 - Present
Vivint Solar May 2013 - November 2013
Citizens Bank - CCO Investments May 2012 - May 2013
Bank of America - Merrill Lynch October 2008 - February 2012
KeyBank March 2005 - October 2008
Skills
Sales, Leadership, Relationship Management, Management, Direct Sales, Sales Process, Wealth Management, Marketing, Social Skills, Account Management, Business Development, Lead Generation, New Business Development, Portfolio Management, Salesforce.com, Customer Retention, Training, Sales Management, Recruiting, Selling, Sales Operations, Sales Presentations, Team Management, Team Leadership, Team Building, Teamwork, Dependable Team Player, Teaching, Employee Training, Sales Leadership..., Sales Rep Training, Emotional Intelligence, Business Coaching, Sports Coaching, Coaching Staff, Passionate about work, Building Relationships, CRM, Customer Satisfaction, Strategy, Negotiation, Cross-functional Team..., Contract Negotiation, Strategic Partnerships, Coaching, Credit, Interpersonal Skills
Education
Bentley University 1998 — 2002
Bachelor's in Science, Major: Business Management. Minor: Information Technology
Matignon High School 1994 — 1998
High School Diploma, High School Degree
Wilson Chen's Bank of America Merrill Lynch Experience July 2009 - June 2013
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
FrontFour Capital Group, LLC May 2015 - Present
Sponsors for Educational Opportunity October 2013 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Merrill Lynch May 2008 - July 2008
TheMarkets.com June 2007 - August 2007
Skills
Mandarin, Microsoft Excel, Eviews, SAS, Cantonese, Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Investments, Economics, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
State University of New York at Binghamton 2005 — 2009
BSc, BA, Economics, Math
Stuyvesant High School 2004 — 2005
Diploma
FrontFour Capital Group, LLC May 2015 - Present
Sponsors for Educational Opportunity October 2013 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Merrill Lynch May 2008 - July 2008
TheMarkets.com June 2007 - August 2007
Skills
Mandarin, Microsoft Excel, Eviews, SAS, Cantonese, Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Investments, Economics, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
State University of New York at Binghamton 2005 — 2009
BSc, BA, Economics, Math
Stuyvesant High School 2004 — 2005
Diploma
Greg Mendelson's Bank of America Merrill Lynch Experience 2005 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2005 - Present
Banc of America Securities June 2005 - January 2008
CIBC World Markets May 2002 - June 2005
Arthur Andersen September 1999 - May 2002
Education
Binghamton University
BS, Business Management / Finance
Bank of America Merrill Lynch 2005 - Present
Banc of America Securities June 2005 - January 2008
CIBC World Markets May 2002 - June 2005
Arthur Andersen September 1999 - May 2002
Education
Binghamton University
BS, Business Management / Finance
Mohanraj Subramaniam's Bank of America Merrill Lynch Experience July 2010 - January 2014
Job VP Bank of America Merrill lynch
Industry Financial Services
Experience
Bank of America January 2014 - Present
Bank of America Merrill lynch July 2010 - January 2014
Bank of America - Merrill Lynch April 2008 - June 2010
IBM Global Services February 2003 - March 2008
ANZ February 2001 - February 2003
Consolidated Cybernetics india Pvt Ltd May 2000 - February 2001
Skills
Business Analysis, SDLC, Software Project..., IBM Mainframe, Requirements Analysis, Oracle, Agile Methodologies
Education
Bharathiar University 1996 — 2000
Bachelor of science, Electronics of communication
Government boys higher secondary school sathyamangalam 1989 — 1996
Bank of America January 2014 - Present
Bank of America Merrill lynch July 2010 - January 2014
Bank of America - Merrill Lynch April 2008 - June 2010
IBM Global Services February 2003 - March 2008
ANZ February 2001 - February 2003
Consolidated Cybernetics india Pvt Ltd May 2000 - February 2001
Skills
Business Analysis, SDLC, Software Project..., IBM Mainframe, Requirements Analysis, Oracle, Agile Methodologies
Education
Bharathiar University 1996 — 2000
Bachelor of science, Electronics of communication
Government boys higher secondary school sathyamangalam 1989 — 1996
Chad Magee's Bank of America Merrill Lynch Experience February 2007 - April 2009
Job Principal at Panton Capital Holdings
Industry Venture Capital & Private Equity
Experience
Panton Capital Holdings, LLC January 2015 - Present
ManTech International Corporation July 2010 - November 2014
Bank of America Merrill Lynch February 2007 - April 2009
Bank of America Merrill Lynch February 2004 - February 2007
Bank of America Merrill Lynch June 2000 - February 2004
Bank of America Merrill Lynch June 1997 - June 2000
Skills
Mergers, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Capital Markets, Financial Analysis, Corporate Development, Equities, Financial Services, Finance, Divestitures, Banking, Strategy, Executive Management, Mergers & Acquisitions, Private Equity, Investments, Analysis
Education
Bentley University 1993 — 1997
BS, Finance, Minor in Government
Yarmouth 1989 — 1993
Panton Capital Holdings, LLC January 2015 - Present
ManTech International Corporation July 2010 - November 2014
Bank of America Merrill Lynch February 2007 - April 2009
Bank of America Merrill Lynch February 2004 - February 2007
Bank of America Merrill Lynch June 2000 - February 2004
Bank of America Merrill Lynch June 1997 - June 2000
Skills
Mergers, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Capital Markets, Financial Analysis, Corporate Development, Equities, Financial Services, Finance, Divestitures, Banking, Strategy, Executive Management, Mergers & Acquisitions, Private Equity, Investments, Analysis
Education
Bentley University 1993 — 1997
BS, Finance, Minor in Government
Yarmouth 1989 — 1993
Paul Xiaoxi Zhang, FRM's Bank of America Merrill Lynch Experience July 2010 - December 2011
Job Assistant Vice President Quantitative Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Capco February 2012 - May 2013
JPMorgan Chase February 2012 - May 2013
Bank of America Merrill Lynch July 2010 - December 2011
Lenovo June 2009 - August 2009
Microsoft October 2007 - April 2008
IBM Global Services July 2007 - September 2007
Microsoft September 2006 - April 2007
Education
Duke University 2008 — 2010
Master of Science
Beijing University of Post and Telecommunications 2004 — 2008
Bachelor of Engineering
Bank of America June 2013 - Present
Capco February 2012 - May 2013
JPMorgan Chase February 2012 - May 2013
Bank of America Merrill Lynch July 2010 - December 2011
Lenovo June 2009 - August 2009
Microsoft October 2007 - April 2008
IBM Global Services July 2007 - September 2007
Microsoft September 2006 - April 2007
Education
Duke University 2008 — 2010
Master of Science
Beijing University of Post and Telecommunications 2004 — 2008
Bachelor of Engineering
William Garrett's Bank of America Merrill Lynch Experience February 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch June 2010 - January 2011
JPMorgan February 2009 - April 2010
JPMorgan June 2006 - January 2009
Skills
Foreign Exchange Risk..., Interest Rate Risk..., Derivatives, Investments, Foreign Exchange, Capital Markets, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Management
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Real Estate
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch June 2010 - January 2011
JPMorgan February 2009 - April 2010
JPMorgan June 2006 - January 2009
Skills
Foreign Exchange Risk..., Interest Rate Risk..., Derivatives, Investments, Foreign Exchange, Capital Markets, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Management
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Real Estate
Adam Grantz's Bank of America Merrill Lynch Experience 2004 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
iCIMS August 2008 - March 2009
Merrill Lynch November 2004 - August 2008
BANK OF AMERICA MERRILL LYNCH 2004 - 2008
Merrill Lynch November 2004 - April 2006
Education
Binghamton University 1996 — 2000
BA, English, Cinema
iCIMS August 2008 - March 2009
Merrill Lynch November 2004 - August 2008
BANK OF AMERICA MERRILL LYNCH 2004 - 2008
Merrill Lynch November 2004 - April 2006
Education
Binghamton University 1996 — 2000
BA, English, Cinema
Joseph R Patterson's Bank of America Merrill Lynch Experience August 1996 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 1996 - Present
Education
Baylor University 1979 — 1982
BBA, Accounting
Bank of America Merrill Lynch August 1996 - Present
Education
Baylor University 1979 — 1982
BBA, Accounting
Brent McDonald's Bank of America Merrill Lynch Experience March 2014 - Present
Job Healthcare and Hospitals: NotforProfit
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Skills
Healthcare, Mergers, Revenue Cycle, Strategic Planning, Medicare, Healthcare Management, Leadership, Hospitals, Health Policy, Physician Relations, Healthcare Industry, Healthcare Information..., Managed Care, Physicians, Process Improvement, HIPAA, Healthcare Consulting, Medicaid
Education
Baylor University School of Law 1985 — 1992
BBA/ JD, Accounting, Law
Harvard Business School 2009 — 2010
Executive Education, Managing Healthcare Delivery
New York University School of Law 1992 — 1993
LLM, Taxation
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Baylor University
Bank of America Merrill Lynch March 2014 - Present
Skills
Healthcare, Mergers, Revenue Cycle, Strategic Planning, Medicare, Healthcare Management, Leadership, Hospitals, Health Policy, Physician Relations, Healthcare Industry, Healthcare Information..., Managed Care, Physicians, Process Improvement, HIPAA, Healthcare Consulting, Medicaid
Education
Baylor University School of Law 1985 — 1992
BBA/ JD, Accounting, Law
Harvard Business School 2009 — 2010
Executive Education, Managing Healthcare Delivery
New York University School of Law 1992 — 1993
LLM, Taxation
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Baylor University
Nate Curry's Bank of America Merrill Lynch Experience February 2011 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Skills
Business Analysis, SDLC, Vendor Management, Requirements Gathering
Education
Belmont Abbey College
Bank of America Merrill Lynch February 2011 - Present
Skills
Business Analysis, SDLC, Vendor Management, Requirements Gathering
Education
Belmont Abbey College
Enzhou Liu's Bank of America Merrill Lynch Experience July 2011 - October 2014
Job Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Credit Suisse June 2010 - August 2010
Industrial and Commercial Bank of China July 2008 - July 2009
Skills
Financial Analysis, Python, IronPython, C#, Java, VBA, Microsoft SQL Server, Oracle, Linux, Windows Server, MongoDB, WCF, WPF, Infragistics, HTML, .NET, Eclipse, Ant, Unix
Education
New York University 2009 — 2011
Master of Science, Computer Science, 3.8/4
Beijing University of Technology 2004 — 2008
Bachelor of Science, Software Engineering
JPMorgan Chase & Co. October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Credit Suisse June 2010 - August 2010
Industrial and Commercial Bank of China July 2008 - July 2009
Skills
Financial Analysis, Python, IronPython, C#, Java, VBA, Microsoft SQL Server, Oracle, Linux, Windows Server, MongoDB, WCF, WPF, Infragistics, HTML, .NET, Eclipse, Ant, Unix
Education
New York University 2009 — 2011
Master of Science, Computer Science, 3.8/4
Beijing University of Technology 2004 — 2008
Bachelor of Science, Software Engineering
Daniel Schweller's Bank of America Merrill Lynch Experience July 2006 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2006 - Present
Credit Suisse January 2001 - June 2006
Skills
Equity Derivatives, Prime Brokerage, Equities, Product Control, Middle Office, Swaps, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Credit Derivatives, Risk Management
Education
Binghamton University 1984 — 1988
BS, Accounting
Bank of America Merrill Lynch July 2006 - Present
Credit Suisse January 2001 - June 2006
Skills
Equity Derivatives, Prime Brokerage, Equities, Product Control, Middle Office, Swaps, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Credit Derivatives, Risk Management
Education
Binghamton University 1984 — 1988
BS, Accounting
Phil Salter's Bank of America Merrill Lynch Experience February 2004 - July 2010
Job Vice President, Commercial Banking Officer at US Bank
Industry Financial Services
Experience
US Bank August 2010 - Present
Bank of America Merrill Lynch February 2004 - July 2010
Credit Agricole August 1989 - January 2004
Education
De Paul University 1990 — 1993
MBA, Business Economics
Beloit College 1983 — 1987
BS, Business Administration and French
US Bank August 2010 - Present
Bank of America Merrill Lynch February 2004 - July 2010
Credit Agricole August 1989 - January 2004
Education
De Paul University 1990 — 1993
MBA, Business Economics
Beloit College 1983 — 1987
BS, Business Administration and French
Jeyachitra Thirunavukkarasu's Bank of America Merrill Lynch Experience 2009 - 2011
Job QA Manager at Infosys
Industry Information Technology and Services
Experience
Infosys 2012 - Present
UBS Wealth Management 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
UBS Wealth Management 2005 - 2008
Infosys Technologies Ltd 2003 - 2008
Fidelity Investments 2003 - 2005
BitSoft Systems Inc 2002 - 2003
Tata Consultancy Services 2001 - 2002
Education
Madras University 1995 — 1999
B.E, Electronics and Communication
Bharathiar University
Masters in Engineering, Applied Electronics
Infosys 2012 - Present
UBS Wealth Management 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
UBS Wealth Management 2005 - 2008
Infosys Technologies Ltd 2003 - 2008
Fidelity Investments 2003 - 2005
BitSoft Systems Inc 2002 - 2003
Tata Consultancy Services 2001 - 2002
Education
Madras University 1995 — 1999
B.E, Electronics and Communication
Bharathiar University
Masters in Engineering, Applied Electronics
VanderVliet Cara's Bank of America Merrill Lynch Experience 2005 - Present
Job Senior Event Planner at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2005 - Present
Education
Bentley University 1996 — 2000
BS, Marketing
Bank of America Merrill Lynch 2005 - Present
Education
Bentley University 1996 — 2000
BS, Marketing
Nicole Camarre's Bank of America Merrill Lynch Experience 2007 - 2007
Job Associate at Armory Square Ventures
Industry Venture Capital & Private Equity
Experience
Armory Square Ventures June 2014 - Present
Sinatra and Company June 2013 - August 2013
M&T Bank July 2009 - July 2012
M&T Bank July 2009 - June 2010
Bank of America Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Business Development, Entrepreneurship, Business Strategy, Project Management, Banking, Commercial Banking, Treasury Management, Leadership, Product Management, Commercial Lending, Cash Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance
Université Paris-Sorbonne 2007 — 2008
Binghamton University 2004 — 2008
Bachelor of Science, Financial Economics
Armory Square Ventures June 2014 - Present
Sinatra and Company June 2013 - August 2013
M&T Bank July 2009 - July 2012
M&T Bank July 2009 - June 2010
Bank of America Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Business Development, Entrepreneurship, Business Strategy, Project Management, Banking, Commercial Banking, Treasury Management, Leadership, Product Management, Commercial Lending, Cash Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance
Université Paris-Sorbonne 2007 — 2008
Binghamton University 2004 — 2008
Bachelor of Science, Financial Economics
Michael Radest's Bank of America Merrill Lynch Experience 2002 - Present
Job Managing Director/ Co CCO at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2002 - Present
Credit Suisse 1997 - 2002
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD
Montclair State University
BA, Political Science
Bank of America Merrill Lynch 2002 - Present
Credit Suisse 1997 - 2002
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD
Montclair State University
BA, Political Science
Yi Hao's Bank of America Merrill Lynch Experience February 2010 - August 2010
Job Associate Accountant at PwC
Industry Accounting
Experience
PwC October 2012 - Present
HAROLD ROSENBURG, CPA April 2011 - September 2011
New York Financial Network Action Consortium January 2011 - April 2011
Bank of America Merrill Lynch February 2010 - August 2010
Beijing Olympic Games Committee June 2008 - August 2008
AXA Wealth January 2008 - February 2008
Education
Pace University 2009 — 2011
Master of Science, Accounting
Beijing Foreign Studies University 2005 — 2009
Bachelor, Finance
PwC October 2012 - Present
HAROLD ROSENBURG, CPA April 2011 - September 2011
New York Financial Network Action Consortium January 2011 - April 2011
Bank of America Merrill Lynch February 2010 - August 2010
Beijing Olympic Games Committee June 2008 - August 2008
AXA Wealth January 2008 - February 2008
Education
Pace University 2009 — 2011
Master of Science, Accounting
Beijing Foreign Studies University 2005 — 2009
Bachelor, Finance
Darrell Ashmanskas's Bank of America Merrill Lynch Experience July 2011 - Present
Job Portfolio Management Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Bank of America September 2006 - July 2011
Skills
Loans, Commercial Lending, Portfolio Management, Corporate Finance, Valuation, Banking, Credit, Credit Analysis, Bloomberg, Commercial Banking, Lines Of Credit, Middle Market, Underwriting, Financial Analysis, Risk Management, Due Diligence, Real Estate, Treasury Management, Financial Services, Investments, Financial Modeling, Finance, Equities
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2011 - Present
Bank of America September 2006 - July 2011
Skills
Loans, Commercial Lending, Portfolio Management, Corporate Finance, Valuation, Banking, Credit, Credit Analysis, Bloomberg, Commercial Banking, Lines Of Credit, Middle Market, Underwriting, Financial Analysis, Risk Management, Due Diligence, Real Estate, Treasury Management, Financial Services, Investments, Financial Modeling, Finance, Equities
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Jay Bingham's Bank of America Merrill Lynch Experience September 2011 - September 2013
Job Senior Portfolio Manager at CapStar Bank
Industry Financial Services
Experience
CapStar Bank October 2013 - Present
Bank of America Merrill Lynch September 2011 - September 2013
Fifth Third Bank October 2004 - August 2011
Ford Motor Credit Company dba PRIMUS Financial Services March 2000 - September 2004
Ford Motor Credit Company dba PRIMUS Financial Services January 1999 - February 2000
Ford Motor Credit Company dba PRIMUS Financial Services January 1997 - December 1998
Ford Motor Credit Company dba PRIMUS Financial Services October 1995 - December 1996
Bank of America (formerly NationsBank) May 1994 - September 1995
Skills
Credit, Banking, Loans, Financial Analysis, Credit Analysis, Portfolio Management, Commercial Lending, Commercial Banking
Education
Belmont University 1991 — 1995
BBA, Accounting
CapStar Bank October 2013 - Present
Bank of America Merrill Lynch September 2011 - September 2013
Fifth Third Bank October 2004 - August 2011
Ford Motor Credit Company dba PRIMUS Financial Services March 2000 - September 2004
Ford Motor Credit Company dba PRIMUS Financial Services January 1999 - February 2000
Ford Motor Credit Company dba PRIMUS Financial Services January 1997 - December 1998
Ford Motor Credit Company dba PRIMUS Financial Services October 1995 - December 1996
Bank of America (formerly NationsBank) May 1994 - September 1995
Skills
Credit, Banking, Loans, Financial Analysis, Credit Analysis, Portfolio Management, Commercial Lending, Commercial Banking
Education
Belmont University 1991 — 1995
BBA, Accounting
Jennifer Coats's Bank of America Merrill Lynch Experience April 2010 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Bank March 2013 - Present
Accountemps/Robert Half International February 2012 - June 2012
The Mergis Group January 2011 - June 2011
Bank of America - Merrill Lynch April 2010 - October 2010
Banc of America Investment Services – Merrill Lynch Wealth Mgmt March 2007 - April 2010
Banc of America Investment Services March 2004 - March 2007
Banc of America Investment Services April 2000 - March 2004
NationsBank - Bank of America September 1996 - April 2000
NationsBank - Bank of America December 1993 - September 1996
Skills
Trading, Credit, Brokerage, Fixed Income, Insurance, Investments, Bloomberg
Education
International School of Brussels 1973 — 1977
General High School, General High School
AIB – American Institute of Banking – Dunn & Bradstreet
Bethel University
U.S. Bank March 2013 - Present
Accountemps/Robert Half International February 2012 - June 2012
The Mergis Group January 2011 - June 2011
Bank of America - Merrill Lynch April 2010 - October 2010
Banc of America Investment Services – Merrill Lynch Wealth Mgmt March 2007 - April 2010
Banc of America Investment Services March 2004 - March 2007
Banc of America Investment Services April 2000 - March 2004
NationsBank - Bank of America September 1996 - April 2000
NationsBank - Bank of America December 1993 - September 1996
Skills
Trading, Credit, Brokerage, Fixed Income, Insurance, Investments, Bloomberg
Education
International School of Brussels 1973 — 1977
General High School, General High School
AIB – American Institute of Banking – Dunn & Bradstreet
Bethel University
Bohdan Tashak's Bank of America Merrill Lynch Experience March 2015 - Present
Job Employed at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Paul's General Cleaning Services August 2011 - Present
InvenTel, LLC August 2014 - October 2014
Kmart Corporation August 2013 - October 2014
American Eagle Outfitters November 2013 - February 2014
RGIS February 2013 - August 2013
Burlington Stores, Inc. October 2011 - November 2012
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Management, Public Speaking, Communication, Microsoft Office, Complex Problem Solving, Multi-Tasking/Prioritiza..., Strategic Planning, Consultative, Flexibility/Creativity, Customer Oriented, Event Planning, PowerPoint, Cold Calling, Social Media, Social Networking, Research, Finance, Financial Analysis, Problem Solving, Customer Service, Sales
Education
Berkeley College 2011 — 2015
Science, Business Administration, 3.4
Montville Township Highschool 2007 — 2011
High School, General Education
Bank of America Merrill Lynch March 2015 - Present
Paul's General Cleaning Services August 2011 - Present
InvenTel, LLC August 2014 - October 2014
Kmart Corporation August 2013 - October 2014
American Eagle Outfitters November 2013 - February 2014
RGIS February 2013 - August 2013
Burlington Stores, Inc. October 2011 - November 2012
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Management, Public Speaking, Communication, Microsoft Office, Complex Problem Solving, Multi-Tasking/Prioritiza..., Strategic Planning, Consultative, Flexibility/Creativity, Customer Oriented, Event Planning, PowerPoint, Cold Calling, Social Media, Social Networking, Research, Finance, Financial Analysis, Problem Solving, Customer Service, Sales
Education
Berkeley College 2011 — 2015
Science, Business Administration, 3.4
Montville Township Highschool 2007 — 2011
High School, General Education
Joseph Izzo's Bank of America Merrill Lynch Experience June 1987 - Present
Job DirectorAmericas Securities Operations Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1987 - Present
CBS Corporation June 1978 - May 1987
Education
SUNY Binghamton 1977 — 1978
Masters of Science, Computer Science
Bank of America Merrill Lynch June 1987 - Present
CBS Corporation June 1978 - May 1987
Education
SUNY Binghamton 1977 — 1978
Masters of Science, Computer Science
Vickie Harvey's Bank of America Merrill Lynch Experience November 2014 - Present
Job Business Support Lead II at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch 2006 - November 2014
Skills
Outlook, Administrative..., Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Visio, Teamwork, Event Planning, Spreadsheets, Data Entry, Office Management, Banking, Administrative..., Risk Management, Business Analysis, Leadership
Education
Belmont Abbey College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Hopewell High School 1999 — 2003
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch 2006 - November 2014
Skills
Outlook, Administrative..., Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Visio, Teamwork, Event Planning, Spreadsheets, Data Entry, Office Management, Banking, Administrative..., Risk Management, Business Analysis, Leadership
Education
Belmont Abbey College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Hopewell High School 1999 — 2003
Matthew Hovey's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Financial Services Intern at Baystate Financial
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, FactSet, Bloomberg Terminal, R, SPSS, GIMP, CRM Databases, Financial Reporting, Financial Analysis, Time Management, Presentation Skills, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.45
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, FactSet, Bloomberg Terminal, R, SPSS, GIMP, CRM Databases, Financial Reporting, Financial Analysis, Time Management, Presentation Skills, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.45
Marc Teitelbaum's Bank of America Merrill Lynch Experience 2005 - Present
Job Institutional Retirement Plan Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2005 - Present
ADP Retirement 2001 - 2005
Skills
401k, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Retirement Planning, Series 7, Retirement, Series 6, Life Insurance, Series 63, Relationship Management
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics, Mathematics
Bank of America Merrill Lynch 2005 - Present
ADP Retirement 2001 - 2005
Skills
401k, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Retirement Planning, Series 7, Retirement, Series 6, Life Insurance, Series 63, Relationship Management
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics, Mathematics
Akash Gill's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Actively seeking full time position Former Technology Intern at Bank of AmericaMerrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Tata Consultancy Services September 2011 - May 2014
Skills
C, C++, Java, Linux, SQL, Requirements Analysis, Unix, Microsoft SQL Server, COBOL, JCL, z/OS, DB2, QMF, VSAM, Informatica, Programming, Operating Systems, Databases, Eclipse, Oracle, ASP.NET
Education
Binghamton University 2014 — 2016
Master's Degree, Computer Science
Guru Nanak Dev University 2007 — 2011
Bachelor's Degree, Computer Science, First Class 61%
Bank of America Merrill Lynch June 2015 - August 2015
Tata Consultancy Services September 2011 - May 2014
Skills
C, C++, Java, Linux, SQL, Requirements Analysis, Unix, Microsoft SQL Server, COBOL, JCL, z/OS, DB2, QMF, VSAM, Informatica, Programming, Operating Systems, Databases, Eclipse, Oracle, ASP.NET
Education
Binghamton University 2014 — 2016
Master's Degree, Computer Science
Guru Nanak Dev University 2007 — 2011
Bachelor's Degree, Computer Science, First Class 61%
Elaine Scull's Bank of America Merrill Lynch Experience November 1990 - January 2010
Job
Industry Education Management
Experience
St. Francis Cathedral School September 2010 - Present
Bank of America Merrill Lynch November 1990 - January 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Belmont Abbey College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
St. Francis Cathedral School September 2010 - Present
Bank of America Merrill Lynch November 1990 - January 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Belmont Abbey College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Jill McQueeney's Bank of America Merrill Lynch Experience May 2012 - Present
Job VPProject Manager at Bank of America, Global Markets Operations
Industry Banking
Experience
Bank of America Merrill Lynch May 2012 - Present
Skills
Middle Office, Process Improvement, Project Management, Business Process..., Requirements Analysis, Software Project..., Business Process, Requirements Gathering, PMO, Business Analysis, Leadership
Education
Benedictine University 2000 — 2003
Master of Business Administration (MBA)
St. Olaf College 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Benet Academy College Prep High School
Bank of America Merrill Lynch May 2012 - Present
Skills
Middle Office, Process Improvement, Project Management, Business Process..., Requirements Analysis, Software Project..., Business Process, Requirements Gathering, PMO, Business Analysis, Leadership
Education
Benedictine University 2000 — 2003
Master of Business Administration (MBA)
St. Olaf College 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Benet Academy College Prep High School
Robert Lerner's Bank of America Merrill Lynch Experience August 2012 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Commercial Real Estate
Experience
Bank of America Merrill Lynch August 2012 - Present
BNY Mellon 1998 - 2012
Skills
Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Binghamton University
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Bank of America Merrill Lynch August 2012 - Present
BNY Mellon 1998 - 2012
Skills
Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Binghamton University
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Richard Poh's Bank of America Merrill Lynch Experience Trade AssistantBank of America Merrill LynchJuly 2014 - Present
Job Trade Assistant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch Trade AssistantBank of America Merrill LynchJuly 2014 - Present
Education
Binghamton University
Bank of America Merrill Lynch Trade AssistantBank of America Merrill LynchJuly 2014 - Present
Education
Binghamton University