Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch August 2012 - Present
Bank of America November 2010 - July 2012
Bank of America July 2010 - November 2010
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Credit, Banking, Portfolio Management, Real Estate, Real Estate Lending, Credit Risk, Corporate Finance, Capital Markets, Finance, Corporate Real Estate, Commercial Banking
Education
Texas Tech University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
EY December 2014 - Present
Bank of America Merrill Lynch August 2013 - December 2014
Goldman Sachs December 2011 - August 2013
Goldman Sachs September 2008 - December 2011
Goldman Sachs August 2007 - September 2008
New York University August 2005 - August 2007
School of Visual Arts 2001 - 2005
Skills
Talent Management, Recruiting, Talent Acquisition, College Recruiting, Leadership Development, Change Management, Onboarding, Organizational..., Strategic Planning, Diversity & Inclusion..., Diversity Program..., Diversity, Human Resources, Employee Engagement, Performance Management, Diversity & Inclusion, Cultural Diversity, Diversity Training, Financial Services, Management, Program Management, Succession Planning, Workforce Planning
Education
Texas Tech University 1992 — 2001
BS/M Ed., Masters: Higher Education Administration/ Student Affairs; BS: Biology
E*TRADE Financial Corporation January 2013 - Present
Bank of America Merrill Lynch November 2010 - January 2013
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Problem Solving, Product development and..., Investments, Series 7, Series 24, Series 63, Series 65, Solution Implementation, Financial Planning, Equities, Strategy, Fixed Income, Financial Analysis, Strategic Financial...
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
The College of New Jersey 1995 — 1999
Bachelor of Science (BS), International Business
Bank of America Merrill Lynch July 2011 - Present
Bank of America June 2007 - June 2011
Skills
Credit Analysis, Commercial Lending, Portfolio Management, Financial Modeling, Credit, Commercial Banking, Banking, Financial Analysis, Loans, Valuation, Corporate Finance, Risk Management, Investment Banking, Treasury Management, Credit Risk, Financial Structuring, Underwriting
Education
Texas Tech University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General, 3.97
Bank of America Merrill Lynch March 2014 - Present
J.P. Morgan August 2011 - March 2014
Goldman Sachs September 2007 - August 2011
Fischer & Company October 2005 - September 2007
M/PF Research (a RealPage company) October 2001 - October 2005
Case Commercial Real Estate, Inc. May 2000 - August 2001
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Real Estate Economics, Market Analysis, Financial Analysis, Real Estate Development, Market Research, Due Diligence, Real Estate Transactions, Surveillance, Financial Risk, Risk Management, Default Probability, Strategic Planning, Commercial Real Estate, Commercial Lending, Investment Banking, Commercial Banking, Capital Markets, Leases, Investments, Disposition, Asset Management, Loans, Structured Finance, Credit, Banking, Credit Analysis, Derivatives, Financial Structuring, Loan Origination, Real Estate Financing, Analytics, Acquisitions, CMBS, Commercial Mortgages, Bonds, Investment Properties, Real Estate Private..., Corporate Real Estate, Bloomberg Terminal, Syndications, Debt Restructuring, Loan Servicing, Brokerage, Appraisals, Leveraged Finance, Credit Risk
Education
Texas Tech University 1995 — 1999
BBA, Marketing & Management
Bank of America Merrill Lynch April 2009 - Present
Bank of America January 2004 - April 2009
New York Life October 1994 - December 2003
Skills
Credit Analysis, Mortgage Lending, Securities Lending, Private Banking, Comprehensive Wealth..., Cash Management, Banking, Wealth Management, Series 7, Credit, Loans, Relationship Management, Series 6, Series 63, Consumer Lending, Certified Financial..., Wealth Management...
Education
University of California, Riverside 1989 — 1993
BS, Business Administration
The American College
Financial Services
Partners Group September 2015 - Present
Clearwater Capital Partners August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Houlihan Lokey 2010 - 2013
PwC 2009 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Capital IQ, Bloomberg, Financial Analysis, Capital Markets, Private Equity, Business Valuation, Special Situations, Equities, Capital Structure
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2004 — 2009
Bachelor of Business Administration (B.B.A.)
UC Berkeley 2006 — 2007
Accounting and Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
White House Council of Economic Advisers September 2013 - April 2014
ESIA Development Office August 2012 - May 2013
Skills
Community Outreach, Research, International Relations, Fundraising, Grants, Leadership
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Middle East Studies, Economics
Bank of America Merrill Lynch July 2014 - Present
Goldman Sachs June 2013 - August 2013
Rail Fence Capital September 2012 - April 2013
Due Process Stable Golf Course March 2008 - August 2012
UBS September 2011 - December 2011
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration, Finance, Summa Cum Laude
The London School of Economics 2012 — 2012
Summer School Program, Business Analysis and Valuation
KPMG September 2014 - Present
Princeton University February 2013 - 2014
Bank of America Merrill Lynch April 2012 - February 2013
Education
The College of New Jersey 2009 — 2011
BS, Business Administration
Marshal L. Salant Student Investment Team February 2013 - February 2014
Bank of America Merrill Lynch 2014 - 2014
Morgan Stanley June 2013 - August 2013
Marshal L. Salant Student Investment Team December 2011 - February 2013
Camden Partners October 2012 - December 2012
HT Capital Advisors, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Capital IQ, Bloomberg Terminal, R, DCF Valuation, Portfolio Management, DCF, Equities
Education
The Johns Hopkins University 2012 — 2014
Master of Science (M.Sc.), Applied Mathematics
Johns Hopkins University 2010 — 2014
Bachelor of Science (B.Sc.), Applied Mathematics
Loomis Chaffee 2006 — 2010
Ridgefield Academy
Wooster School
Bank of America Merrill Lynch August 2015 - Present
Javian Travels August 2014 - Present
Barclays Capital December 2009 - August 2015
Nortel Networks January 2007 - May 2007
Renaissance Technologies Private Limited December 2005 - December 2006
Skills
Interest Rate..., Credit Derivatives, Business Analysis, Solution Architecture, Data Modeling, End to End Delivery, Market Risk, Project Delivery, Credit Risk, Options, Project Coordination, Oracle SQL, Strategy, Equity Derivatives, FX Derivatives, Enterprise Architecture, Investment Banking, Entrepreneurship, Oracle
Education
The George Washington University - School of Business
Certification in Managing IT Projects
Utah State University
Dual Master's degree, Electrical and Computer Engineering
Visvesvaraya Technological University
Bachelor's degree, Communications
International Indian School, Dammam
Bank of America Merrill Lynch October 2013 - Present
La Pergola July 2011 - July 2013
Viacom January 2013 - April 2013
Viacom October 2012 - December 2012
The College of New Jersey August 2012 - December 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Access, Photoshop, Bloomberg Terminal, Java, C++, Visual Basic, Computer Architecture, Financial Analysis, Working Capital..., Microsoft Word, Microsoft Excel, Valuation, Financial Modeling, Data Analysis, Financial Reporting, Accounting, Outlook, Finance, Corporate Finance, Management
Education
The College of New Jersey 2010 — 2013
BS, Finance
Bank of America Merrill Lynch June 2015 - Present
Education
University of Virginia 2006 — 2010
Bachelors of Science, Commerce
The Hong Kong University of Science and Technology 2009 — 2009
International Business
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch August 2012 - March 2013
Jefferies & Company September 2011 - June 2012
Nomura Securities October 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Citigroup April 2006 - July 2006
CRISIL, A Standard & Poor's Company March 2004 - March 2006
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Credit, Financial Services, Accounting, Fixed Income, Valuation, Portfolio Management, Business Analysis, Bloomberg, Financial Analysis, Financial Markets
Education
The Chartered Institute of Management Accountants 2013 — 2013
Advanced Diploma in Management Accounting, (Accounting, Finance, Project Management)
ICFAI 2008 — 2009
MBA, Finance
University of Mumbai 2004 — 2006
Mcom, Accounting
The Institute of Chartered Accountants of India 2002 — 2004
Inter CA (PE II), Accounting, Audit, Taxation, Costing
Narsee Monjee College of Commerce & Economics 1997 — 2002
Bcom, Commerce
Seth C D Barfiwala High School 1985 — 1997
SSC
Bank of America Merrill Lynch September 1999 - September 2015
Computer Sciences Corporation October 1991 - August 1999
Skills
Derivatives, Fixed Income, Equities, Team Management, Capital Markets, Trading Systems, IT Strategy, SQL, Software Development, Unix, Java, Sybase, Java Enterprise Edition, Agile Methodologies, Interest Rate..., Equity Derivatives, Credit Derivatives, Options, Swaps, FX Options, Back Office, Perl, Solaris, Unix Shell Scripting, Databases, Enterprise Architecture, Business Analysis, Integration, Investment Banking, Requirements Analysis, SDLC, Software Project..., Market Data, Risk Management, Middle Office
Education
The Johns Hopkins University 1995 — 1999
MS, Computer Science
Wheaton College 1987 — 1991
BS, Mathematics
Centennial High School 1983 — 1987
Bank of America Merrill Lynch July 2015 - Present
Training The Street May 2015 - July 2015
NYU Stern School of Business July 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Private Real Estate Family Office 2012 - 2013
Global Financial Literacy Initiative 2010 - 2013
The M Financial Group - The Wealth Advisory Group, LLC 2009 - 2013
Signature Resources - John Hancock 2008 - 2009
Sperry Van Ness 2007 - 2008
Pacifica Commercial Realty 2006 - 2007
Skills
Organizational..., Financial Analysis, Team Leadership, Strategic Planning, Real Estate, Investments, Leadership, Financial Modeling, Portfolio Management, Finance, Market Research, Management, Business Development
Education
The Hong Kong University of Science and Technology 2015 — 2015
MBA, International Business
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Real Estate
University of California, Los Angeles
Pre-MBA
University of California, Santa Barbara
Business Economics, Economics
Los Alamitos High School
Bank of America Merrill Lynch June 2015 - Present
Johnson & Johnson September 2014 - May 2015
Johnson & Johnson January 2014 - July 2014
The College of New Jersey March 2013 - August 2013
Palmer School June 2009 - August 2012
Morristown Memorial Hospital June 2009 - August 2010
Skills
Leadership, PowerPoint, Social Media, Customer Service, SPSS, Microsoft Word, Public Speaking, Research, Teaching, Microsoft Publisher, Networking, Human Resources, Dance, Fundraising, Non-profits, Acting, Leadership Development, Performing Arts, Community Outreach, Communication Skills, Dancing, Microsoft Office, Microsoft Excel, SAP, Nonprofits
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance; Business Administration
Bernards High School 2007 — 2011
High School Diploma
Bank of America Merrill Lynch June 2015 - August 2015
DigitasLBi March 2015 - May 2015
KPMG China October 2012 - June 2014
KPMG China December 2010 - September 2012
Royal Bank of Scotland June 2010 - August 2010
Education
University of Michigan 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
The Hong Kong Polytechnic University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, First honor
Bank of America Merrill Lynch May 2013 - Present
Education
The Citadel
Brooklyn Nets, Barclays Center, and New York Islanders March 2015 - Present
Barclays Center September 2014 - Present
Brooklyn Nets August 2012 - March 2015
Bracco Diagnostics May 2009 - August 2012
Nets Basketball January 2012 - May 2012
Sun National Bank Center September 2011 - December 2011
Bank of America Merrill Lynch September 2010 - December 2010
Skills
Time Management, Social Media, Sales, Customer Service, Marketing Communications, Marketing Research, Events, Teamwork, Leadership
Education
The College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Harvest Partners February 2015 - Present
Arsenal Capital Partners July 2013 - February 2015
Bank of America Merrill Lynch July 2011 - June 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelors, Business
The Chinese University of Hong Kong 2009 — 2009
Sirius XM Radio Inc. 2015 - Present
Bank of America 2014 - 2015
Bank of America Merrill Lynch June 2012 - January 2014
The Daily Toreador May 2010 - May 2012
MSS Capital Ltd June 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Asset Managment, Investments, Banking, Bloomberg Terminal, Microsoft Excel, Financial Modeling, Credit, Credit Analysis, Commercial Banking, Writing, Oral & Written..., Finance, Equities, Valuation, Capital IQ, Corporate Finance, Asset Management, Portfolio Management
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration, Finance and Economics
MADAME LINDSAY PHOTOGRAPHY & DESIGN January 2002 - Present
PORTRAIT INNOVATIONS August 2013 - May 2014
PICTURE ME PORTRAIT STUDIOS January 2012 - February 2013
BANK OF AMERICA MERRILL LYNCH May 2010 - September 2010
BANK OF AMERICA January 1995 - January 2007
Skills
Graphic Design, Photoshop, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Visio, Niku, Outlook, Lotus Notes, Ariba, Dbase, Logo Design, Color Theory, Typography, QuarkXPress, Image Manipulation, Design History, Corporate Identity, Digital Illustration, Flash Animation, Business Communications, Siebel, Sametime, Anti Money Laundering, Professional..., Lightroom
Education
The Art Institute of Charlotte 2002 — 2006
Bachelor's degree, Graphic Design
Bank of America Merrill Lynch July 2015 - Present
MillenniumIT May 2011 - April 2014
Asian Finance Ltd. February 2010 - April 2011
Skills
Requirements Gathering, Requirements Analysis, SDLC, Business Analysis, Quality Assurance, Trading Systems, Change Management, Agile Methodologies, Securities and Capital..., Market Data, Troubleshooting, Manual and Automated..., Microsoft Office, JIRA, Financial Analysis, Financial Modeling, General Ledger, Account Reconciliation
Education
The Chartered Institute of Management Accountants 2014 — 2014
ACMA, CGMA, Management Accounting, Costing, Financial Accounting, Organisational Management
University of Sri Jayewardenepura 2007 — 2011
BSc. Business Administration (Hons) Special
The Chartered Institute of Management Accountants 2005 — 2008
CIMA Passed Finalist, Accounting and Business/Management
Raymond James Financial Services, Inc. March 2011 - Present
Rice University 2012 - 2014
Bank of America Merrill Lynch May 2004 - March 2011
Raymond James Financial April 1995 - May 2004
Zions Investment Securities July 1994 - April 1995
First Community Bank April 1993 - July 1994
Great American Bank / Liberty Financial Services October 1990 - April 1993
Waddell & Reed January 1990 - October 1990
US Navy July 1981 - October 1988
Skills
401k, Investment Management, Wealth Management..., Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Retirement Income..., Charitable Planning
Education
The American College 2010 — 2011
Masters of Science (MSM), Management w/emphasis in Leadership
University of Phoenix 2007 — 2010
Bachelors of Science (BS/F), Finance
Miramar College 1987 — 1989
Associates of Arts (AA), General Studies
Corona del Sol High School 1979 — 1981
General Studies
CarMax January 2015 - Present
Bank of America Merrill Lynch October 1994 - October 2013
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Brokerage, Capital Markets, Commodity, Derivatives, Economics, Electronic Trading, Equities, Equity Trading, FINRA, FX Options, Financial Markets, Fixed Income, Hedge Funds, Hedging, Investment Advisory, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Real Estate, Risk Management, Securities, Series 63, Series 7, Technical Analysis, Trading, Trading Strategies, Trading Systems, Valuation
Education
The College of Wooster 1988 — 1992
BA, Communications
Shady Side Academy
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2014 - March 2015
Bank of America Merrill Lynch November 2012 - June 2014
Standard Chartered Bank August 2008 - October 2012
Standard Chartered Bank May 2007 - July 2008
Standard Chartered Bank January 2006 - October 2007
AllianceBernstein October 2003 - December 2005
Simon Says School of Languages October 2002 - June 2003
Skills
Strategy, Product Management, Marketing, Banking, Analytics, Business Development, Business Strategy, Capital Markets, Corporate Finance, Credit Risk, Emerging Markets, Finance, Financial Services, Investments, Management, Marketing Strategy, Mergers, Operations Management, Portfolio Management, Product Marketing, Relationship Management, Time Management, Market Planning
Education
The Johns Hopkins University 1998 — 2002
BA, International Relations, Economics
Kent School 1996 — 1998
Diploma
Pacific Gas and Electric Company August 2015 - Present
Pacific Gas and Electric Company May 2014 - August 2014
Northwestern Mutual May 2013 - October 2013
CampaignGrid, LLC January 2013 - May 2013
Bank Of America Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Social Media, Facebook, Leadership, Customer Service, Public Speaking, Teamwork, Fundraising, Data Analysis
Education
The George Washington University 2011 — 2015
Bachelor’s Degree, Systems Engineering
The Provident Bank January 2015 - Present
The Provident Bank October 2012 - January 2015
Princeton Partners June 2011 - August 2011
Bank of America Merrill Lynch September 2010 - December 2010
Ocean County College May 2010 - August 2010
Skills
Social Media, Digital Marketing, Photoshop, Customer Service, Corporate Website..., Illustrator, Video Production, Marketing, Business Planning, Radian6, Social Media Marketing, Network Marketing, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Prezi, Social Studio, Publicaster, Horizon, Administrative Work, CSF Designer Web 10.0, Codigo, Power Director, Advertising, Digital Video, Digital Media, Microsoft Office, Event Planning, Social Networking
Education
The College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Morgan Creek Capital March 2009 - May 2009
Skills
Bloomberg, Excel, PowerPoint, Korean, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BS, Business Administration
The Chinese University of Hong Kong 2009 — 2009
Business Administration
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch May 2011 - Present
Bank of America August 2006 - Present
Bank of America January 2004 - August 2006
Fleet Bank 1984 - 2004
Fleet Bank January 2000 - January 2002
Fleet Bank January 1997 - January 2000
Fleet Bank January 1996 - January 1997
Fleet Bank January 1994 - January 1996
Fleet Bank 1984 - 1994
Skills
ACH, Collections Management, EDI, ARP, Cards, Liquidity, Product Management, Loans, Lockbox, Risk, Treasury Management, Cash Management, Internet Banking, Credit Risk, Payments, Liquidity Management, Credit Cards, Banking, Risk Management, Commercial Banking, Financial Institutions, Working Capital..., Pricing, Compliance, Capital Markets, Vendor Management, Cash, AML, Product Development, Mergers, Process Improvement, Risk Mitigation, Cross-functional Team..., Competitive Analysis, Business Strategy, Six Sigma, Financial Risk, Financial Services, CRM, Finance, Portfolio Management, Mergers, Museum Collections
Education
Shen
The College of Saint Rose
Business Management
HealthSparq June 2013 - Present
Bank of America Merrill Lynch February 2005 - August 2012
D-Access Technologies, Inc. February 2004 - December 2004
InvestIn Securities Corp. June 2000 - February 2004
Donnelly & Co, LLC. May 1999 - June 2000
Skills
Windows 2012 Server, Windows 8, Active Directory, VMware ESX, IIS, Microsoft DNS, Server Administration, Microsoft SCOM, Cisco Technologies, Windows 7, Microsoft Office 365, Microsoft IIS, Microsoft Exchange, Microsoft SQL Server, Electronic Trading, Microsoft Office, Symantec Antivirus, Backup Services, Fix Protocol, Remote Access, Securities, Equities, Investments, FINRA, Series 24, Series 7, Series 63, Series 55
Education
Texas Tech University 1995 — 1999
Computer Science
Bank of America Merrill Lynch June 2011 - Present
Johnson & Johnson January 2010 - August 2010
Domino Foods, Inc December 2008 - September 2009
Education
The College of New Jersey 2007 — 2011
BS, Finance
Bank of America - Merrill Lynch October 2011 - Present
Commercial International Bank January 2007 - April 2011
Commercial International Bank January 2006 - December 2006
Commercial International Bank January 2002 - January 2006
Skills
Credit Analysis, Credit Risk, Valuation, Risk Management, Financial Risk, Basel II..., Basel III, Risk Strategy..., Prime Brokerage, Credit Risk Management..., Fundamental Credit..., Regulatory Gap Analysis, Research, RAROC (Risk Adjusted..., Business Analysis &..., Financial Statements..., Corporate Banking, Project Management, Commercial Banking, Capital Markets, Portfolio Management, Banking, Credit, Equities, Counterparty Risk, Business Analysis, Analysis, Financial Statement..., Strategy, Equity Valuation, Market Risk, Investment Banking, Internal Audit, Derivatives
Education
Chartered Financial Analyst (CFA)
The American University in Cairo 1995 — 2000
Bachelor of Arts, Major: Business Administration (Concentration Finance), Minor: Accounting and Economics
US Trust July 2012 - Present
The College of New Jersey August 2011 - May 2012
The College of New Jersey, Athletic Dept. September 2008 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
US Trust June 2011 - August 2011
Trenton Steel March 2011 - June 2011
The College of New Jersey August 2009 - May 2011
CME Group January 2011 - March 2011
U.S. Secret Service June 2010 - July 2010
Best Buy October 2007 - May 2008
Skills
Arabic, Personal Finance, Investment Strategies, Options, Cost Efficiency, Morningstar, Bloomberg Terminal, PortView, Excel, Crisis Management, Capital Budgeting, Cultural Diversity, Microsoft Office, Mac OS X
Education
The College of New Jersey 2008 — 2012
Bachelor of Science, International Business, Pre-Law, Arabic & Islamic Studies
Bank of America Merrill Lynch August 2015 - Present
Bank of America 2000 - Present
Education
The George Washington University - School of Business 1977 — 1980
MBA, International Finance
University of Southern California 1973 — 1977
BA, International Relations
Raven Capital Management LLC 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Accenture May 2004 - August 2007
Education
The Johns Hopkins University
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Finance, General
Bank of America Merrill Lynch May 2015 - August 2015
REPS Soccer January 2011 - August 2015
Skills
Soccer, Fitness, Public Speaking, Team Leadership, Communication Skills, Managing, Problem Solving, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Statistical Software, Customer Service, Leadership, Management, PowerPoint, Research, Teamwork, Time Management, Social Media, Social Networking, Communication
Education
The College of New Jersey 2013 — 2017
Finance, Business, Management, Marketing, and Related Support Services, Junior
Freehold Township High School 2009 — 2013
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch August 2012 - December 2014
TCNJ Library September 2009 - November 2012
Bank of America Merrill Lynch June 2011 - August 2011
Van Leeuwen & Company, LLC January 2011 - May 2011
AmeriCorps August 2009 - May 2010
Skills
Word, Salesforce.com, Databases, Retirement, Analytical Skills, C++, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Customer Service, Data Analysis, Analysis, Investments, PowerPoint
Education
The College of New Jersey 2008 — 2012
Business, Management Major
Catterton July 2015 - Present
HealthCare Royalty Partners December 2013 - July 2015
Auda Private Equity LLC November 2011 - November 2013
Bank of America Merrill Lynch June 2007 - October 2011
Education
The Johns Hopkins University
BA, Economics, History
University of St. Andrews
Bank of America Merrill Lynch June 2015 - Present
Credit Suisse 2013 - 2015
JPMorgan 2006 - 2013
Navigant 2005 - 2005
Booz Allen Hamilton 2004 - 2004
Skills
Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Capital Markets, Derivatives, Investments, Asset Managment, Hedge Funds, Corporate Finance, Portfolio Management, Asset Management, Alternative Investments
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Oak Hill Advisors, L.P. July 2015 - Present
H.I.G. Capital August 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Capitol Partners, LLC January 2011 - April 2011
US Securities and Exchange Commission May 2010 - September 2010
Skills
Bloomberg, Investment Banking, Leveraged Finance, Financial Modeling, Private Equity, Corporate Finance, Valuation, Investments, Capital Markets, Fixed Income, Equities, Financial Analysis
Education
The George Washington University - School of Business
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch May 2009 - July 2011
Bank of America July 2007 - May 2009
Skills
Series 7, Series 66, Series 79, Sales, Portfolio Management, Investments, Financial Services, Banking, Face to Face Sales
Education
The Citadel 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
Bluestone Capital Partners, LLC June 2015 - Present
DoorDash June 2015 - Present
The George Washington University - School of Business August 2014 - May 2015
Novahill Partners September 2014 - December 2014
BNP Paribas June 2014 - August 2014
CSP Business Media/Redwood Investments LLC January 2014 - May 2014
Enzyme Venture Capital August 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Top Hat March 2013 - June 2013
Chin Compensation & Performance LLC May 2011 - August 2011
Skills
Fundraising, Microsoft Excel, Data Analysis, Business Development, Financial Modeling, PowerPoint, Investment Banking, Start-up Ventures, Time Management, Microsoft Office, Social Media, Editing, Spanish, Venture Capital, Compensation Strategies, Financial Transactions, Mergers & Acquisitions, Market Research
Education
The George Washington University - School of Business
Bachelor of Business Administration (BBA), Finance and International Business
Universidad Torcuato di Tella
Acton-Boxborough Regional High School
Bank of America Merrill Lynch June 2012 - August 2012
Merill Lynch June 2011 - August 2011
Skills
Management, Customer Service, Microsoft Office, Financial Analysis, Investments, Risk Management, Leadership, Banking, Finance, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Time Management, Teamwork, Research, Sales, Social Networking
Education
The College of New Jersey 2013 — 2017
Bachelor's degree, Business Administration and Management, General, 3.75/4.0 GPA
Christian Brothers Academy 2009 — 2013
GED, 3.7 GPA
PwC September 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
PwC June 2013 - August 2013
Ventura Wealth Management September 2012 - December 2012
Management Planning Inc June 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Morningstar Office, Investments, Capital IQ, Bloomberg Terminal, Mandarin, Analysis, Portfolio Management, Business Valuation, Finance, Leadership, Economics, Valuation, Financial Modeling, Accounting, Microsoft Excel, PowerPoint
Education
The College of New Jersey 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Lawrence High School 2008 — 2011
Bank of America September 2013 - Present
Bank of America Merrill Lynch April 2012 - September 2013
Bank of America / Merrill Lynch January 2011 - April 2012
Fannie Mae April 2010 - January 2011
Neiman Marcus December 2007 - June 2009
Bear Stearns February 2007 - June 2007
Option One Mortgage March 2005 - February 2007
Concorde Acceptance May 2004 - March 2005
ProcessingLink Corporation May 2003 - February 2004
Skills
Loans, Underwriting, Account Management, Negotiation, Customer Service, Credit, Mortgage Lending, Banking, Risk Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Loan Origination, Refinance, Team Building
Education
Texas Woman's University 2000 — 2003
BBA, Business Administration
Cornell US-India Initiative October 2014 - Present
Spoon University, Cornell December 2014 - Present
Nikita's Kitchen (www.nikitaskitchen.com) June 2009 - Present
Women in Computing at Cornell (WICC) August 2014 - Present
Society of Women Engineers September 2013 - Present
Engineers Without Borders USA September 2013 - September 2015
Bank of America Merrill Lynch June 2015 - August 2015
HKUST June 2014 - August 2014
Martha Stewart Living Omnimedia June 2013 - August 2013
Dunnamic June 2012 - September 2012
Skills
Video, Editorial, Recipes, Web Design, WordPress, Web Development, Animation, Time Management, Blogging, Dreamweaver, Python, Flash, PHP, CSS, JavaScript, Leadership, Programming
Education
Cornell University 2013 — 2017
Bachelor of Science (BS), Computer Science
The Hong Kong University of Science and Technology 2014 — 2014
International Exchange Study
West Windsor-Plainsboro High School South 2009 — 2013
High School Diploma
EY April 2011 - Present
Bank of America Merrill Lynch June 2008 - March 2011
United States Air Force September 2000 - February 2005
Skills
Risk Management, Finance, Portfolio Management, Valuation, Analysis, Investments, Forecasting, Financial Risk, Process Improvement, Management, Competitive Analysis, Credit, Human Resources, Policy, Enterprise Risk..., Financial Structuring, Financial Statements, Underwriting
Education
Texas Tech University - Rawls College of Business 2005 — 2007
BBA Finance & BBA Business Economics, Finance & Economics
Texas Tech University - Rawls College of Business 2005 — 2007
B.B.A Finance and B.B.A. Economics, Finance and Economics
AIG March 2015 - Present
AIG May 2013 - Present
Bank of America Merrill Lynch June 2012 - April 2013
Bank of America Merrill Lynch June 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Risk Management, Financial Analysis
Education
The College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Economics
Passed Level I of the CFA Program
Bank of America Merrill Lynch June 2015 - Present
Student Managed Investment Fund January 2015 - May 2015
Holliday, Fenogilo, Fowler L.P. (HFF) June 2014 - August 2014
Centennial Bank – Your bank for generations. January 2013 - May 2014
Education
Texas Tech University - Rawls College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Finance & International Business; minor in Economics
Texas Tech University
International Busiess, Spanish
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch July 2013 - June 2014
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch June 2011 - August 2011
Bonner Institute for Civic & Community Engagement August 2010 - May 2011
Skills
Analytical Skills, Report Writing, Non-profits, Grant Writing, Microsoft Office, Policy, Data Analysis, Public Speaking, Research, Outlook, Customer Service, Teamwork, Investments, Leadership, Nonprofits, Risk Management, Community Outreach, Management, Project Management, Finance
Education
The College of New Jersey 2007 — 2012
Bachelor of Science, Business Management, Economics, African-American Studies
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Columbia University in the City of New York March 2015 - June 2015
Pfizer September 2009 - February 2015
Bear Stearns & Company April 2001 - June 2008
Bear Stearns & Company November 1997 - March 2001
Skills
Microsoft Office, Illustrator, PowerPoint, Microsoft Excel, Adobe Acrobat, Photoshop, SharePoint, Adobe Creative Suite, MapInfo, HTML, Microsoft Word, Visio, Graphic Design, Software Documentation, Outlook, Dreamweaver, Windows, InDesign, OS X, Data Visualization
Education
The College of Westchester
Graphic Design
The College of New Jersey Office of Records and Registration August 2010 - May 2014
Bank of America Merrill Lynch June 2012 - August 2012
The College of New Jersey Tutoring Center August 2011 - October 2011
Bon Secours New York Health System July 2011 - August 2011
Skills
Equities, Financial Analysis, Microsoft Office, Bloomberg, Microsoft Excel, Accounting, Access, Strategic Planning, Forecasting, Budgets, Customer Service, Financial Modeling, PowerPoint, Bloomberg Terminal, Data Analysis, Software Documentation
Education
The College of New Jersey 2010 — 2014
Finance, 3.65
Bank of America Merrill Lynch June 2012 - August 2012
Center for Financial Economics February 2011 - 2012
TD Securities June 2011 - August 2011
Johns Hopkins University March 2010 - May 2011
Skills
Analysis, Finance, Statistics, Research
Education
The Johns Hopkins University 2009 — 2013
Bank of America Merrill Lynch September 2013 - Present
Bank of America June 2012 - September 2013
University Directories February 2011 - September 2011
University Directories Summer 2010 May 2010 - August 2010
Skills
Microsoft Excel, Organizational..., Sales, Sales Management, Microsoft Office, Dreamweaver, Corporate Finance, Finance, Credit Analysis, Credit, Financial Analysis, Pricing, Market Research, Banking, Management, Portfolio Management, Financial Modeling, Commercial Lending, Account Management, Business Development
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Finance, General Business
Red Bull January 2015 - July 2015
Red Bull August 2013 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Johnson & Johnson January 2013 - July 2013
Penn Brook Swim Club May 2007 - August 2012
SOURCE: Institute for Human Performance October 2011 - May 2012
Skills
Bloomberg Terminal, Peer Mediation, Microsoft Office, TM1, Windows Server, Project Management, Financial Modeling, Data Analysis, Forecasting, Microsoft Excel, Public Speaking, Sales, Financial Analysis
Education
The College of New Jersey 2012 — 2015
Bachelor of Science (B.S.), Finance, Marketing, Sales
Bank of Tokyo-Mitsubishi UFJ April 2015 - Present
Bank of America September 2006 - Present
Bank of America Merrill Lynch September 2006 - Present
Skills
Treasury Management, Relationship Management, Financial Analysis, Finance, Working Capital..., Process Improvement, Treasury, Payments
Education
Texas Tech University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch March 2011 - September 2014
Blue Fire Capital January 2010 - November 2010
Webster Trading December 2008 - January 2010
Plimsoll Capital Management June 2006 - October 2008
Skills
Trading, Trading Systems, Electronic Trading, Trading System, Market Making, Proprietary Trading, Financial Markets, Derivatives, Quantitative Investing, Financial Risk, Portfolio Management, Trading Strategies, Market Microstructure, FX Trading, Hedge Funds, Foreign Exchange, Market Data, Risk Management, Quantitative Analytics, Emerging Markets, Quantitative Finance, Quantitative Research, Strategic Partnerships, E-commerce, Data Visualization, Transaction Cost..., Foreign Exchange Risk..., eFX, R, KDB+, Java, Arbitrage, FX Hedging, Low Latency, Co-location, Python, Game Theory, Time Series Analysis, Econometrics, Stochastic Control, Multi-agent Systems, Liquidity Management, Market Risk, Volatility, Statistics, Bitcoin, Capital Markets
Education
The Johns Hopkins University
Bachelor's Degree
Novartis April 2012 - October 2012
Citi 2011 - 2011
Bank of America Merrill Lynch 2010 - 2011
Global Investment Mangement Company 2008 - 2010
Wipro Technologies 2006 - 2008
Satyam Computer Services Limited 2006 - 2006
Parekh Capital Management LLC 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Electronic Data Systems 1990 - 1996
Skills
PMP, Program Management, Cross-functional Team..., Vendor Management, Project Management, MS Project, Process Improvement, Outsourcing, Change Management, Strategy, Management, CRM, Quality Assurance, SDLC, Software Project..., Leadership, Risk Management, Consent Decree, SharePoint, Cost Control, Resource Management, Project Portfolio..., Site Management, IT Outsourcing, Enterprise Software, CMM, Microsoft Project, Budgets, GMP, GxP, Site Plans, ITIL Process..., Global Strategy, ITIL, Software Development, PMO, Product Development, cGMP manufacturing, cGMP practices, Budget Management, Quality System..., Validation, Cleaning Validation, Equipment Qualification, Equipment Commissioning, Cost Reduction, Series 65, SOP, 21 CFR
Education
Project Management Institute
PMP, Project Management Professional
FINRA/NASAA
Series 65, Uniform Investment Adviser Law Examination
The George Washington University
Master's Certificate, Project Management
EDS
Systems Engineer, Systems Engineering Development
University of North Texas
BBA, (Honors) Finance and Accounting
Online Trading Academy
Equities Professional Trading
Happy Tree 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
HIP Investor May 2009 - July 2009
Banc of America Securities June 2008 - August 2008
United Nations Capital Development Fund May 2007 - July 2007
Chubb Group of Insurance Companies 2002 - 2007
Skills
Underwriting, Business Development, Investment Banking, Banking, Valuation, Financial Modeling, Portfolio Management, Mergers, Finance, Due Diligence, Capital Markets, Business Strategy, Mergers & Acquisitions, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The George Washington University
B.A., International Affairs, Elliott School of International Affairs
Horace Mann School
Bank of America Merrill Lynch June 2007 - August 2012
Capital One June 2003 - June 2007
PricewaterhouseCoopers January 1997 - June 2000
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Due Diligence, Corporate Development, Mergers, Financial Analysis, Hedge Funds, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
The Institute of Chartered Accountants of India 1992 — 1996
Chartered Accountancy
University of Madras 1989 — 1992
Bachelor of Commerce (B.Com.)
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch November 2005 - November 2014
Barclays Capital 2003 - 2005
Lehman Brothers August 2000 - July 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Equities, Derivatives, Financial Modeling, Bloomberg, Interest Rate..., Portfolio Management, MBS, Structured Products, Hedge Funds, Valuation, Securitization, Financial Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA
The George Washington University - School of Business 1992 — 1999
Bank Of America Merrill Lynch January 2010 - Present
Bank Of America Merrill Lynch January 2008 - January 2010
Merrill Lynch September 2005 - January 2008
TransMontaigne September 2003 - September 2005
Quark Media House June 1998 - August 2001
Skills
Electronic Trading, Equities, Quantitative Finance, Derivatives, Trading Systems, Equity Derivatives
Education
University Of North Carolina 2007 — 2009
MS, Math Finance
University Of South Carolina 2001 — 2003
MS, Computer Science
Thapar Institute of Engineering and Technology 1995 — 1999
BS, Electronics Engineering
Middlesex Savings Bank December 2012 - Present
Citizens Bank May 2011 - December 2012
Bank of America Merrill Lynch January 2004 - October 2010
Investors Bank & Trust (acquired by State Street) 2002 - 2004
IBM Global Services 1999 - 2001
IBM Thomas J. Watson Research Center 1994 - 1998
Skills
Banking, Financial Analysis, Insurance, Start-ups, Treasury Management, Relationship Management, Financial Services, CRM, Cash Management, Investments, Business Development, Management, Credit, Sales, Commercial Banking, Portfolio Management, Financial Risk, Cross-functional Team..., Loans, Management Consulting, New Business Development, Commercial Lending
Education
New England School for Financial Studies 2014 — 2015
High Honors
The George Washington University
BBA, Business
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch July 2009 - October 2011
Accenture September 2007 - May 2009
Accenture March 2004 - September 2007
Accenture March 2001 - March 2004
Accenture September 1998 - March 2001
Skills
SDLC, Program Management, Enterprise Architecture, ITIL, Integration, IT Service Management, Data Center, Disaster Recovery, Telecommunications, Outsourcing, Risk Management, Strategy, IT Operations, Business Process, Team Leadership, Management, Project Planning, Infrastructure
Education
The Johns Hopkins University 1994 — 1998
B.S., Physics
Bank of America - Merrill Lynch May 1992 - Present
Education
The College of New Jersey 1991 — 1995
TIAA-CREF September 2014 - Present
Bank of America June 2011 - September 2014
Bank of America Merrill Lynch February 2010 - June 2011
Bank of America Merrill Lynch May 2009 - February 2010
JPMorgan Asset Management June 2007 - May 2009
Merrill Lynch June 1984 - June 2007
Skills
Management, Equities, Market Data, Business Analysis, Budgets, Enterprise Software, Electronic Trading, Financial Services, PMO, Portfolio Management, Project Management, Risk Management, Team Building, Product Development, Vendor Management, Fixed Income, IT Strategy, Process Improvement, SDLC, Program Management
Education
Anthem Institute 1987 — 1988
Certificate, Computer Programming
The College of New Jersey 1980 — 1984
BA, Mathematics / Computer Science
Bank of America Merrill Lynch September 2010 - December 2011
Bristol-Myers Squibb October 2009 - March 2010
Johnson & Johnson April 2009 - July 2009
Merrill Lynch January 1992 - May 2008
Skills
Financial Services, Project Management
Education
The College of New Jersey 1980 — 1982
Bachelor of Arts
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch November 2009 - May 2012
SecondMarket, Inc. September 2009 - November 2009
Merrill Lynch July 2008 - January 2009
Merrill Lynch June 2007 - August 2007
Skills
Databases, Perl, Scrum, Python, Quality Assurance, Options, Testing, Trading, Equities
Education
The Johns Hopkins University 2004 — 2008
BS, Computer Science, Economics
Wells Fargo April 2012 - Present
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch February 2005 - April 2010
Bank of America Merrill Lynch February 2000 - January 2005
Education
The Citadel 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Accounting
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2008 - December 2010
Banc of America Securities September 2000 - April 2008
Guaranty Bank June 1999 - September 2000
Education
Texas Tech University - Rawls College of Business 1994 — 1999
BBA / MBA, Finance
AIG April 2010 - Present
Bank of America/ Merrill Lynch June 2004 - December 2009
Sodexo Services June 2000 - May 2004
Flik International August 1999 - May 2000
Sodexo Marriott Services May 1996 - July 1999
Skills
Budgets, Food Service, Food & Beverage, Food, Strategic Planning, Hospitality, Hiring, Customer Service, Team Building, Cross-functional Team..., Leadership, Cooking, Business Process..., Transportation, Outsourcing Management, Operations Management, Customer Satisfaction, Program Management, Document Management, Conference Coordination, Training, Culinary Skills, Hospitality Management, Vendor Management, Organizational Design, Purchasing, Process Improvement, Inventory Management, Operating Budgets, Sales Operations, Income Statement, Employee Relations, P&L Management, Profit, Team Leadership, Menu Development, Management, Forecasting, Facilities Management, Restaurant Management, Project Management, Hospitality Industry, Hotels, Supervisory Skills, Restaurants, Catering, Process Scheduler, auto leasing
Education
Culinary Institute of America 1989 — 1991
Associate's degree, Culinary Arts/Chef Training
New York Restaurant School 1986 — 1986
Certificate, Restaurant/Food Services Management
French Culinary Institute
Wine Fundamentals
Bank of America Merrill Lynch May 2015 - Present
BBVA Compass June 2013 - May 2015
Bank of America Merrill Lynch February 2011 - June 2013
Skills
Credit Analysis, Credit, Credit Risk, Financial Analysis, Portfolio Management, Covenant Compliance, Asset Based Lending, Loans, Finance, Real Estate, Commercial Banking, Commercial Lending, Relationship Management, Lines Of Credit, Financial Reporting, Pricing, Loan Origination, Sales, Refinance
Education
Texas Tech University - Rawls College of Business 2008 — 2010
MBA, Business
Texas Tech University - Rawls College of Business 2000 — 2004
BA, Business
Humble High School 1997 — 2000
Bank of America Merrill Lynch May 2015 - Present
Bank of America 2008 - May 2015
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2006 - 2007
Wells Fargo Bank 2004 - 2006
Wells Fargo Bank 2002 - 2006
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Underwriting
Education
Texas Tech University - Rawls College of Business
BBS, Finance, General Business
Community Bank of the Bay March 2013 - Present
Bank of America Merrill Lynch August 2004 - May 2012
Mid Peninsula Bank-Greater Bay Bancorp (acquired by Wells Fargo) February 1998 - August 2004
Wells Fargo April 1997 - January 1998
Self Employed February 1995 - November 1996
NationsBank / Amresco June 1988 - January 1995
BancTEXAS (acquired by Comerica) August 1986 - September 1988
Skills
Debt, High Yield, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate, Credit Analysis, Capital Markets, Commercial Mortgages, Financial Structuring, Asset Managment, Commercial Real Estate, Real Estate Economics, Asset Management, Banking, Due Diligence, Mergers & Acquisitions, Credit, Structured Finance, Credit Risk, Investments, Underwriting
Education
University of Washington, Pacific Coast School of Banking 2000 — 2002
Banking
Texas Tech University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch May 2011 - Present
Wells Fargo Bank January 2005 - May 2011
Bank of America May 1996 - December 2004
First Virginia Bank June 1992 - August 1994
Skills
Credit, Credit Analysis, Banking
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA
William & Mary 1988 — 1992
BA, Economics
Merrill Lynch March 1996 - Present
Bank of America Merrill Lynch March 1996 - Present
First Union National Bank October 1989 - March 1996
Skills
Banking, Management, Financial Services, Derivatives
Education
The Catholic University of America 1984 — 1987
BA, Finance/Accounting
Bank of America Merrill Lynch April 2010 - Present
Bank of America January 2008 - April 2010
Bank of America June 2004 - January 2008
Bank of America May 2002 - June 2004
GE Capital 2000 - 2002
Canon Virginia, Inc 1990 - 1999
Skills
Treasury Management, Operational Risk, Capital Markets, Derivatives, Banking, Risk Management, Financial Risk, Fixed Income, Portfolio Management, Credit Risk, Six Sigma, Business Analysis, Analysis, Market Risk, Structured Finance, Investment Banking, Strategy, Finance, Process Improvement, Financial Services
Education
The College of William and Mary - The Mason School of Business
MBA, MBA--Finance
University of Virginia
Masters, Chemical Engineering
Virginia Tech
BS, Chemical Engineering
Eze Software Group March 2013 - Present
Capstone Investment Advisors, LLC April 2011 - March 2012
Capstone Global Markets July 2009 - April 2011
Bank of America Merrill Lynch August 2006 - March 2009
JPMorgan Chase June 2002 - June 2004
JPMorgan Chase June 2001 - June 2002
JPMorgan Chase June 1999 - June 2001
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
The Johns Hopkins University 1995 — 1999
BA
Bank of America Merrill Lynch June 2015 - August 2015
frockadvisor March 2015 - April 2015
CEB October 2012 - June 2014
CEB October 2011 - September 2012
Apple June 2010 - October 2011
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration
Barclays July 2013 - Present
Bank of America Merrill Lynch December 2012 - July 2013
Bank of America Merrill Lynch April 2011 - January 2013
Aronson Capital Partners November 2010 - April 2011
Cambridge Associates July 2008 - November 2010
Skills
Financial Modeling, Investment Banking, Portfolio Management, Due Diligence, Mergers, Structured Finance, Asset Allocation, LBO, Securitization, Valuation, ABS, Private Equity
Education
The Johns Hopkins University 2005 — 2008
Bachelor's, Business, Economics, and History
SJB 2000 — 2004
Bank of America Merrill Lynch October 2010 - Present
The Provident Bank April 2009 - October 2010
Merrill Lynch July 2000 - March 2009
merrill lynch 1994 - July 2000
Education
The College of New Jersey 1992 — 1996
Business, Marketing
Bank of America May 2014 - Present
Bank of America November 2011 - May 2014
Bank of America February 2011 - November 2011
Merrill Lynch January 2007 - February 2011
Bank of America - Merrill Lynch January 2008 - January 2011
Skills
Change Leadership, Organizational..., Business Relationship..., Strategic Planning, Transition Management, Operations Management, Series 7, Wealth Management..., Call Center..., Brokerage Statement..., Financial Services..., Six Sigma, Remote Deposit Capture, Check Processing, Performance Measurement, Change Management, Risk Management, Fixed Income, Team Leadership, Securities, Brokerage, Management, Financial Services, Vendor Management, Business Process..., Equities
Education
The College of New Jersey 1986 — 1990
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
The Hamel Company, LLC November 2012 - Present
Bank of America Merrill Lynch March 2010 - June 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Entrepreneurship, Corporate Finance, LBO, Bloomberg, Investments, Private Equity, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2009
Business Administration, Finance, International Business
Copenhagen Business School
The Chinese University of Hong Kong
Bank of America February 2013 - September 2014
Navy Federal Credit Union September 2011 - October 2012
Bank of America July 2010 - August 2011
Bank of America Merrill Lynch June 2009 - July 2010
The College of New Jersey September 2006 - May 2009
Merrill Lynch June 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Variance Analysis, Finance, PowerPoint, Microsoft Office, Financial Reporting, Access, Auditing, Teamwork, Time Management, Account Reconciliation, Analysis, Banking, Forecasting
Education
The College of New Jersey 2005 — 2009
Bachelor of Science in Business Administration, Finance, Finance, Marketing, Women & Gender Studies
Bank of America Merrill Lynch 1996 - Present
Bank of America Merrill Lynch 1996 - 2011
Education
The University of Chicago 1994 — 1996
MBA, Finance
The George Washington University 1985 — 1987
MS, Mechanical Engineering
The George Washington University 1981 — 1985
BS, Mechanical Engineering
College du Leman 1980 — 1981
High School
Bank of America Merrill Lynch July 2008 - Present
Deloitte July 2002 - May 2007
Skills
Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
The George Washington University - School of Business 1998 — 2002
BBA, Finance
VSAG / Vucurevich Simons Advisory Group January 2015 - Present
Time Inc. June 2014 - November 2014
Time Inc. April 2011 - July 2014
E*TRADE Financial September 2009 - April 2011
Bank of America Merrill Lynch July 2008 - July 2009
Bank of America July 2007 - July 2008
Skills
Digital Marketing..., Social Media Marketing, Email Marketing, Digital Applications, Consumer Marketing, Marketing, SEM, Direct Marketing, Strategy, Management, SEO, Online Advertising
Education
The Johns Hopkins University 2003 — 2007
BAS, Economics, Business, Writing
UBS February 2013 - Present
DTCC June 2011 - February 2013
Bank of America - Merrill Lynch May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch January 2004 - February 2007
Merrill Lynch September 2000 - December 2003
Merrill Lynch Investment Managers May 1992 - September 2000
Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services
Education
The College of New Jersey 1988 — 1992
B.S., Accountancy
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch August 2002 - May 2012
Morgan Stanley July 1986 - July 2002
Skills
Private Equity, Investment Banking, Capital Markets, Mergers, Equities, Hedge Funds, Venture Capital, Valuation, Private Placements, Series 7, Securities, Financial Modeling, Investments, Corporate Finance, Fixed Income, Asset Managment, Due Diligence, Corporate Development, Financial Analysis, IPO
Education
The Johns Hopkins University 1979 — 1984
Sc.D., Healthcare Policy and Economics
University of Leeds 1975 — 1978
M.A, Political Science
University of Essex 1970 — 1974
B.Sc., Sociology
mTAB LLC May 2015 - June 2015
United States Marine Corps March 2014 - May 2015
United States Marine Corps April 2013 - March 2014
United States Marine Corps September 2012 - April 2013
United States Marine Corps October 2009 - September 2012
Bank of America Merrill Lynch May 2008 - October 2009
Texas Tech University December 2003 - May 2008
U.S. House of Representatives 2005 - 2005
Skills
Military, Military Operations, Operational Planning, Military Logistics, Military Experience, Logistics, Security Clearance, Leadership, Command, Marine Corps, National Security, Organizational..., Project Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2003 — 2008
International Economics
Bank of America Merrill Lynch March 2014 - Present
Bank of America-Merrill Lynch July 2012 - March 2014
The College of New Jersey Department of Public Relations January 2010 - May 2012
The College of New Jersey September 2008 - May 2012
Johnson & Johnson June 2011 - August 2011
Johnson & Johnson 2010 - 2011
Skills
Microsoft Office, Final Cut Pro, HTML, Social Media, Photoshop, Project Management, Editing, Facebook
Education
The College of New Jersey 2008 — 2012
BA, Interactive Multimedia
Rider University
Master of Business Administration (MBA)
Bank of America Merrill Lynch June 2015 - Present
LPL Financial February 2015 - Present
COUNTRY Financial® April 2014 - January 2015
MW Boone & Associates January 2013 - January 2014
Bright Mountain Financial Services, LLC September 2010 - December 2012
Laird Norton Tyee 2008 - 2009
Ameriprise Financial October 2004 - April 2008
Skills
Financial Planning, Investments, Life Insurance, Annuities, Commercial Insurance, Disability Insurance, Long-term Care
Education
University of Washington
BA, Humanities
The American College
Certified Financial Planner
University of Phoenix
MBA
School name:
BA, University of Washington
Scotiabank August 2014 - Present
VitalAire Canada Inc. May 2014 - June 2014
Bank of America Merrill Lynch May 2012 - June 2012
Tirumala Travels Pvt., Ltd., December 2005 - November 2008
Bank of America April 2004 - November 2005
C.Ramchandram & Co., October 2000 - October 2003
Skills
Banking, Credit, Commercial Banking, Financial Analysis, URC 522, Six Sigma, Internal Audit, MIS, Microsoft Excel, Microsoft Office, Risk Participation, IFRS, ASPE, AML, UCP 600, Canadian Business Law, Accounting, Financial Reporting, Analysis
Education
Society of Certified Management Accountants of Ontario 2013 — 2015
Certified Management Accountants Ontario 2012 — 2013
CMA Accelerated Program, Management
The Institute of Chartered Accountants of India 1999 — 2003
Chartered Accountancy Intermediate
ICFAI 1999 — 2002
Bachelor of Commerce (B.Com.)
Chartered Professional Accountants Ontario
Professional Education Program
Bank of America Merrill Lynch Project ManagerMerill Lynch2004 - Present
Skills
Financial Services, SDLC, Business Analysis, Requirements Analysis, Risk Management, Software Project...
Education
The College of New Jersey
Deutsche Bank September 2011 - Present
Bank of America Merrill Lynch May 2009 - September 2011
Bank of America Merril Lynch June 2007 - May 2009
The Frank Batten Fund August 2006 - May 2007
Skills
Corporate Lending, Debt Structuring, Credit Portfolio..., Counterparty Risk, Financial Modeling, Hedge Funds, Portfolio Management
Education
The College of William and Mary - The Mason School of Business
Bank of America Merrill Lynch July 2013 - Present
George Washington University September 2009 - May 2013
Milestone Advisors, LLC September 2011 - May 2012
FanBridge June 2011 - August 2011
PricewaterhouseCoopers May 2011 - May 2011
Skills
Bloomberg Terminal, Leadership, Financial Modeling, Market Research, Financial Analysis, Data Analysis, Valuation, Economics, Bloomberg, Corporate Finance, Investment Banking, Microsoft Excel, SAS, Capital Markets, Finance, Stata, Due Diligence, Fixed Income, Equities, Investments, Portfolio Management, Desktop Computers
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance, Pre-Medical
Saint Vincent Ferrer High School 2005 — 2009
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
KPMG - Corporate Finance February 2010 - May 2013
KPMG August 2007 - January 2010
Skills
Valuation, Financial Accounting, Financial Analysis, Financial Modeling, Business Valuation, Mergers, Purchase Price..., Intangible Assets, Corporate Finance, Auditing, Internal Audit, Management Consulting, Mergers, Mergers & Acquisitions, Analysis
Education
Fuqua School of Business, Duke University 2013 — 2015
Master of Business Administration (MBA)
The Chartered Institute of Management Accountants 2007 — 2009
Management Accountant, Management and strategies in finance
The Institute of Chartered Accountants of India 2004 — 2009
Associate Chartered Accountant, Finance and Accounting
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch August 2008 - February 2011
Archelon Group January 2007 - July 2008
SMC Option Management November 2004 - October 2006
Botta Capital Management August 2001 - October 2004
Skills
Equity Derivatives, Alternative Investments, Hedge Funds, Series 7, Capital Markets, Market Risk, Credit Derivatives, Finance, Electronic Trading, Options, Trading Systems, Trading, Prime Brokerage, Equities, Hedging, Fixed Income, Equity Trading, Derivatives, Risk Management, Asset Management, FX Options, Financial Markets, Bonds, Commodity, Investments, Valuation, Securities, Series 63, Financial Modeling, Portfolio Management, Market Making, Financial Services, Financial Risk, Proprietary Trading, ETFs
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance, Business, Finance
Universidad San Francisco de Quito 1996 — 1997
Red Hat September 2012 - Present
Bank of America January 2012 - September 2012
Bank of America Merrill Lynch July 2010 - January 2012
Bank of America January 2007 - July 2010
Bank of America February 2004 - January 2007
Bank of America January 2002 - February 2004
Bank of America July 1999 - January 2002
NationsBank/Bank of America 1997 - 1999
NationsBank 1996 - 1997
Fox Photo 1991 - 1996
Skills
Perl, Apache, RHCE, Unix, Kickstart, Linux, Integration, xCAT, Servers, Enterprise Architecture, Disaster Recovery, Operating Systems, Red Hat Certified...
Education
University of North Texas 1988 — 1992
BA, Cinematography, Radio/TV/Film
Texas Tech University 1985 — 1988
Electrical Engineering, Mass Communications
Rensselaer Polytechnic Institute August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Rensselaer Polytechnic Institute January 2015 - May 2015
Rensselaer Polytechnic Institute August 2014 - December 2014
Vistaar Technologies January 2014 - June 2014
Vistaar Technologies August 2011 - December 2013
Vistaar Technologies July 2010 - August 2011
Skills
Core Java, Java, Python, SQL, Java Enterprise Edition, .NET, C#, JavaScript, Google App Engine, Flask, C++, JSP, Oracle, C, XML, Eclipse, JDBC, PL/SQL, Spring, Servlets, Weblogic, Web Services, Chrome Extensions, Node.js, MongoDB, HTML, Software Development, SDLC
Education
Rensselaer Polytechnic Institute 2014 — 2015
Master of Science (MS), Information Technology
Thadomal Shahani Engineering College 2006 — 2010
Bachelor of Engineering (BE), Computer Engineering
Raman High School, Hanamkonda 2002 — 2004
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch September 2010 - Present
Genworth Financial January 2005 - September 2010
Charles Schwab & Co., Inc July 2000 - January 2005
Prudential Securities, Inc October 1999 - June 2000
Skills
Mutual Funds, Trading, Uniform Combined State..., Series 7, Series 63, Series 65, Series 6, Series 24, Wealth Management, Fixed Annuities, Retirement Planning, 401k, Finance, Investments, Financial Services, FINRA, Management, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Alternative Investments
Education
University of West Florida 1997 — 1999
Master, Business Administration
Texas Tech University 1985 — 1986
Bachelor, Business Administration
Bank of America Merrill Lynch September 2013 - Present
Norton Rose Fulbright September 2007 - September 2013
Fulbright & Jaworski L.L.P. May 2006 - August 2006
United States District Court for the District of Columbia, Honorable Reggie Walton May 2005 - August 2005
Skills
Litigation, Appeals, Commercial Litigation, Civil Litigation, Intellectual Property, Arbitration, Legal Research, Legal Writing, Securities Regulation, Mediation
Education
The George Washington University Law School 2004 — 2007
J.D., With Honors
University of Michigan 2000 — 2004
B.A., Political Science, With Distinction
RUN June 2014 - Present
RUN October 2013 - May 2014
RUN June 2013 - October 2013
Stifel Financial Corp. July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
DCF, Financial Modeling, Valuation, Equity Valuation, Bloomberg Terminal, Equity Research, Investments, Alternative Investments, Financial Analysis, Corporate Finance, Investment Banking, Economics, Capital Markets, Portfolio Management, Mergers & Acquisitions
Education
The Johns Hopkins University
BA, Economics
St. Ignatius High School
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
NTT Com Asia Limited June 2011 - August 2011
Education
The Hong Kong University of Science and Technology 2008 — 2012
Bachelor's Degree, Computer Science, Minor in Mathematics, First Class Honors
University of Illinois at Urbana-Champaign 2011 — 2011
Exchange, Computer Science
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch September 2013 - May 2015
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Accounting, PowerPoint, Credit Analysis, Microsoft Word
Education
Texas State University-San Marcos 2009 — 2013
BBA, Finance
Bank of America February 2014 - Present
Bank of America Merrill Lynch December 2007 - February 2014
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2015
Master of Public Administration (MPA)
The College of New Jersey 2000 — 2004
Bachelor's of Science, General Business
JPMorgan Chase & Co. October 2013 - Present
Bank of America Merrill Lynch August 2006 - October 2013
Merrill Lynch February 2004 - July 2006
Merrill Lynch September 2002 - February 2004
Iron Mountain 1996 - 1997
Education
The Chubb Institute 1999 — 2001
Application Development Curriculum
The College of New Jersey
Bachelor of Science, Business Management
Bank of America Merrill Lynch 2000 - Present
Merrill Lynch 2000 - 2008
Prudential Investments July 1997 - May 2000
Skills
Bloomberg, Excel, pow, fixed, Equities, bonds, Foreign Investment, Euroclear, SWIFT messaging, DTC, Reconciliation, Account Reconciliation, Client Service, Client Relationship..., Client Interfacing, reporting, Six Sigma, black bel, Series 7, Series 63, Bonds, Client Services, Trading
Education
The College of New Jersey 1991 — 1995
Bachelor of Science
Teradata August 2013 - Present
LoganBritton May 2012 - August 2013
Bank of America Merrill Lynch February 2010 - April 2012
Anheuser-Busch InBev June 2006 - January 2010
Verizon communications 2003 - 2006
Skills
Teradata V2R5 Master, ETL, Data Integration, Data Warehousing, Business Objects, Teradata, Data Modeling, Informatica, Business Intelligence, Data Quality, Data Warehouse..., Databases, Datastage, Erwin, Dimensional Modeling, SSIS
Education
Texas Woman's University
Master of Science (MS), Applied Mathematics
Bank of America Merrill Lynch June 2006 - Present
Bank of America Merrill Lynch May 2005 - June 2006
Education
The College of New Jersey 1997 — 2000
Bachelor of Science (B.S.), Finance, General
Bank of America Merrill Lynch June 2015 - August 2015
Panasonic USA June 2014 - August 2014
Tiffany & Company July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, English, Outlook, Windows, Leadership
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bank of America Merrill Lynch
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1980 — 1983
Master's Degree, International
University of California, Los Angeles 1977 — 1980
Master's Degree, History
The Catholic University of America 1972 — 1976
Bachelor of Arts (B.A.), History
Conrad Santiago & Associates; Private Wealth Advisory practice of Ameriprise Financial Services Inc. September 2013 - Present
Bank of America Merrill Lynch August 2012 - September 2013
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Bank of America Merrill Lynch 2010 - Present
Société Générale 2006 - 2007
Brandeis University 2004 - 2005
Bain & Company 2002 - 2003
Alfa Bank Ukraine 2000 - 2002
Goldman Sachs 1998 - 1999
Skills
Strategic Planning, Risk Management, Customer Service, Financial Analysis, Investments, Microsoft Excel, Finance, Banking, Sales, Portfolio Management, Corporate Finance, Management Consulting, Management
Education
The George Washington University
Bachelor's degree, Finance, General
Yale University - Yale School of Management
Master of Business Administration (MBA)