Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Knox Capital Holdings 2015 - Present
Irving Place Capital June 2015 - August 2015
Turnspire Capital 2014 - 2014
Castle Harlan 2012 - 2013
Deutsche Bank 2010 - 2012
LSTA (Loan Syndications & Trading Association) 2009 - 2010
Bank of America Merrill Lynch 2008 - 2009
Skills
Debt Restructuring, Investment Banking, Capital IQ, Capital Markets, Bloomberg, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Leveraged Finance, Economics, M&A experience, Venture Capital, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
B.A., B.S., Economics, Business, Chemistry
La Canada High School
Nordstrom September 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Microsoft June 2009 - August 2009
Cheskin July 2008 - August 2008
Cheskin April 2006 - June 2008
Gap Inc. September 2004 - March 2006
Firemans Fund Insurance Company April 2004 - August 2004
Actuarial Management Corporation May 2001 - March 2004
Skills
Strategy, Financial Modeling, Management Consulting, Leadership, Analysis, Market Research, Valuation, Corporate Finance, Financial Analysis, Finance, Due Diligence, Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Investments
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytic Finance, Economics, Accounting
Saint Mary's College of California 1998 — 2002
B.S., Mathematics & Spanish
St. Vincent de paul high school
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan January 2014 - May 2015
J.P. Morgan December 2012 - December 2013
J.P. Morgan May 2011 - December 2012
J.P. Morgan January 2010 - February 2010
Spot Trading LLC June 2009 - August 2009
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Pattern Recognition, Revenue Analysis, Sales Presentations, Financial Modeling, Financial Analysis, Cash Management, Sales, Banking
Education
University of Wisconsin-Madison 2007 — 2010
Bachelor of Arts
Rheinische Friedrich-Wilhelms-Universität Bonn 2010 — 2010
German, International Relations
Bank of America July 2014 - Present
Northern Trust November 2012 - June 2014
Bank of America Merrill Lynch September 2010 - November 2012
BBCN Bank January 2005 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of California, Berkeley
Bachelor of Arts (BA), Economics, 3.7
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GSA March 2010 - July 2013
FEMA September 2009 - March 2010
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Dayton School of Law 2007 — 2009
Doctor of Law (J.D.)
University of Dayton 2004 — 2007
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
University of Dayton 2004 — 2007
Bachelor of Arts (B.A.), Chemistry
Clarion Partners LLC June 2015 - Present
LifeMax September 2013 - September 2014
MeisterGlobal LLC June 2013 - August 2013
Yale University September 2012 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Ritz Carlton Laguna Niguel June 2011 - August 2011
Skills
HTML, Commercial Real Estate, Real Estate Transactions, Financial Markets, Financial Modeling, Financial Analysis, Product Development, Product Management, Venture Capital
Education
Yale University 2010 — 2014
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
Study Abroad
Bank of America Merrill Lynch September 2007 - Present
Citi June 2002 - June 2005
Skills
Investment Banking, Valuation, Fixed Income, Due Diligence, Equities, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Structured Finance, LBO, Private Equity, Financial Structuring, Corporate Finance, Emerging Markets
Education
The University of Chicago Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
University of Mumbai 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
JPMorgan Chase & Co. July 2015 - Present
The Ohio State University January 2013 - October 2014
Bank of America Merrill Lynch May 2014 - August 2014
Skills
Leadership, Time Management, PowerPoint, Microsoft Office
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch June 2015 - Present
Godfrey Phillips India Ltd February 2012 - April 2014
The Smart Cube May 2010 - February 2012
PUNJAB & SIND BANK May 2009 - June 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Shaheed Sukhdev College of Business Studies 2007 — 2010
Bachelor of Financial and Investment Analysis
CFA Institute, USA
Cleared all three levels on first attempts
Five Points Capital April 2014 - Present
BlackArch Partners May 2011 - February 2014
Bank of America Merrill Lynch July 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Deloitte Consulting August 2005 - July 2008
Accenture May 2004 - August 2004
Skills
Series 63, Series 79, FINRA, Strategy, LBO, Investments, Private Equity, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Securities, Capital IQ, Bloomberg, Equities, Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration
NYPD August 2015 - Present
Bank of America Merrill Lynch July 2013 - August 2015
The Scowcroft Group March 2013 - June 2013
CNN September 2012 - March 2013
The Scowcroft Group May 2012 - September 2012
J/P Haitian Relief Organization January 2012 - January 2012
Atlantic Council of the United States June 2008 - September 2008
Skills
International Relations, International Economics, Economics, Politics, International..., International Security, Research, Policy Analysis, Political Science, Foreign Policy, Political Risk Analysis, Stata, Diplomacy, Public Policy, Series 7, Hedge Funds, Journalism, Spanish, Series 66, Data Analysis, Microsoft Office, Editing
Education
Johns Hopkins SAIS 2011 — 2013
Master's degree, International Relations and National Security Studies
The Johns Hopkins University 2008 — 2012
Bachelor's degree, International Relations and Affairs
The Spence School 1995 — 2008
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2012 - November 2014
Bank of America Merrill Lynch July 2011 - September 2012
Customer Portfolios June 2009 - August 2009
Fiduciary Trust Company May 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Skills
Equities, Fixed Income, Valuation, Corporate Finance, Investments, Bloomberg, Finance, Banking, Financial Modeling, Investment Banking, Treasury, Treasury Management, Portfolio Management, Securities, Analysis
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Major in Economics, Minor in Environmental Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Seatrade Chartering January 2012 - August 2013
Vouliagmeni NC January 2010 - June 2013
Navigation Maritime Ltd September 2010 - December 2011
Optima Shipbrokers October 2007 - October 2009
Skills
International Shipping, Freight, Maritime Operations, Ship Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Piraeus 2004 — 2008
Bachelor's Degree, Department of Banking and Financial Management, 8.3/10
Athens College 2001 — 2004
High School
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch November 2010 - January 2014
Merrill Lynch March 2007 - November 2010
Skills
Series 7, Wealth Management, Mutual Funds, Team Building, Finance, Relationship Management, Sales Management, FINRA, Investments, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Portfolio Management, Securities, Series 63, Uniform Combined State...
Education
The Ohio State University 2002 — 2006
Bachelor of Science (BS), Finance and Real Estate
Bank of America Merrill Lynch August 1997 - Present
Continental Airlines July 1993 - August 1997
Skills
Series 7, FINRA, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Securities, Uniform Combined State..., Retirement Planning, Series 65, 401k, Alternative Investments, Retirement, Financial Services, Equities, Investments
Education
The Ohio State University 1985 — 1990
BA Management
Lake Catholic High School - Mentor, OH 1981 — 1985
Vanderbilt College of Arts and Science August 2013 - Present
Vanderbilt University August 2011 - Present
Bank of America Merrill Lynch August 2014 - Present
Vanderbilt Department of Student Athletics September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management June 2013 - June 2013
Mastrapasqua Asset Management January 2013 - April 2013
Education
Vanderbilt University 2011 — 2015
BA, Economics and Philosophy
London School of Economics and Political Science 2013 — 2013
Introduction to Econometrics; The Political Economy of Public Policy
Pope High School 2007 — 2011
Bank of America Merrill Lynch June 2015 - Present
Babson College Fund May 2015 - Present
Nestlé Waters North America June 2014 - August 2014
Babson College February 2013 - May 2014
Nestlé Waters North America June 2013 - August 2013
Country Club of Darien June 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Research, Social Networking, Event Planning, Fundraising, Community Outreach, Teamwork, Marketing
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Economics
Babson College 2012 — 2016
Finance
Darien High School 2009 — 2012
High School
MUFG April 2013 - Present
MUFG June 2010 - March 2013
Bank of America Merrill Lynch June 2008 - June 2010
Skills
Commercial Real Estate, Real Estate Economics, Real Estate Financing, Real Estate Development, Financial Analysis, Portfolio Management, Banking, Commercial Real Estate..., Credit Analysis, Financial Modeling, Risk Management, Argus Modeling, Distressed Debt, Credit Risk, Negotiation, Capital Markets, Equity Capital Markets, Investment Banking, Derivatives, Mergers & Acquisitions, Market Research, Business Development
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance, Analytic Finance, and Economics
University of Southern California 2005 — 2008
Bachelor of Arts (B.A.), History
University of Washington 2003 — 2005
Bank of America Merrill Lynch September 2008 - Present
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investments, Due Diligence, Financial Analysis, Venture Capital, LBO, Finance
Education
Johns Hopkins SAIS 1998 — 2000
Master of Arts (M.A.), International Relations and Affairs
The Johns Hopkins University 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
XR Trading July 2014 - Present
Bank of America Merrill Lynch July 2011 - May 2014
Jump Trading, LLC March 2009 - April 2011
The MathWorks January 2001 - August 2007
Skills
Quantitative Investing, Fixed Income, Trading Systems, Financial Modeling, Hedge Funds, Valuation, Equities, Derivatives, Capital Markets, Electronic Trading, Options, Quantitative Finance, Trading, Financial Markets, Bloomberg, Management, Leadership, Quantitative Research
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Analytic Finance, Strategy
Laval University 1999 — 2001
Master of Science (MSc), Mechanical Engineering
BTIG, LLC March 2014 - Present
Bank of America Merrill Lynch July 2013 - March 2014
Bank of America Merrill Lynch July 2010 - June 2013
Federal Deposit Insurance Corporation July 2008 - July 2010
Skills
Economics, Investment Banking, Analysis, Finance, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, DCF, Financial Services, Fixed Income, Due Diligence, Mergers & Acquisitions, Financial Markets
Education
Washington and Lee University 2004 — 2008
BA, International Political Economy
London School of Economics and Political Science 2006 — 2007
Finance, Political Economy
InSITE August 2015 - Present
The Raine Group June 2015 - August 2015
JPMorgan Chase May 2012 - May 2014
OneResult.com - (Acquired by Milo Technology) April 2010 - May 2012
Bank of America Merrill Lynch June 2008 - April 2010
Skills
Excel, PowerPoint, Financial Modeling, Mobile Applications, Business Strategy, Principal Investments, Finance, Business Development, Financial Analysis, E-commerce, Renewable Energy, Sponsorship, Sports Marketing, Venture Capital, Management, Due Diligence, Analysis, Equities, Private Equity, Strategic Planning, Mergers & Acquisitions, Valuation, Microsoft Excel, Program Management, Strategy, LBO, Marketing, Entrepreneurship, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
The Johns Hopkins University 2004 — 2008
B.A., Economics
Bank of America Merrill Lynch May 2015 - Present
Construction June 2014 - August 2014
MCCAFFREY’S SUPERMARKET January 2012 - April 2014
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Microsoft Word, Financial Reporting, Financial Analysis, Financial Accounting, Training, Accounting, General Ledger, Access, PowerPoint, Team Leadership, Finance, Analysis
Education
The Ohio State University Fisher College of Business 2014 — 2018
Bachelor’s Degree, Accounting, 3.94 GPA
Deutsche Bank July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Education
Vanderbilt University 2011 — 2014
Bachelor of Arts (B.A.), Economics, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program
Amazon July 2014 - Present
Amazon June 2013 - August 2013
Oakland Unified School District August 2011 - June 2012
Swadhaar May 2011 - August 2011
Bank of America Merrill Lynch June 2008 - May 2011
TutoringZone August 2006 - April 2008
IBM May 2007 - August 2007
Skills
Data Analysis, Research, Strategic Planning, Social Media, Project Management, Leadership, Financial Modeling, Change Management, Business Analysis, Management Consulting, Business Strategy, Financial Analysis, Mergers & Acquisitions, Analysis, Economics, Risk Management, Business Development, Finance, Valuation, Analytics, Strategy, Competitive Analysis, Bloomberg, Portfolio Management, Market Research, Corporate Finance, Process Improvement, Entrepreneurship, Teamwork, Due Diligence, Quantitative Analytics, Program Management, Microsoft Excel, Forecasting, Business Process..., Start-ups, Stata, Management, Cross-functional Team..., Business Planning, Investments, Strategic Financial..., Consulting, Investment Banking, Venture Capital, Private Equity, Access, Emerging Markets, Strategic Consulting
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing, Entrepreneurship, Econometrics & Statistics, Managing and Organizational Behavior
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance, Decision Information Sciences
Morgan Stanley February 2014 - Present
Gresham Investment Management October 2012 - February 2014
Bank of America Merrill Lynch March 2010 - May 2012
Bank of America Merrill Lynch July 2007 - March 2010
Skills
Series 7, Series 63, Series 3, Capital Markets
Education
The Johns Hopkins University 2003 — 2007
Bachelor's degree, Economics
Highbridge Capital Management July 2015 - Present
Bank of America Merrill Lynch August 2013 - Present
UNC World Micro-Market January 2010 - May 2013
Bank of America Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Data Analysis, Spanish
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science in Business Administration with concentration in Corporate Finance, Bachelors of Arts in Economics
London School of Economics and Political Science 2011 — 2011
Economics
Bank of America Merrill Lynch July 2014 - Present
Skills
Real Estate Economics, Asset Management, Valuation, Lease Negotiations, Market Research Project..., Due Diligence, Commercial Real Estate, Financial Analysis, Leases, Disposition, Lease Administration, Location Intelligence, Brokerage, Tenant, Acquisitions, Landlords, Real Estate Financing, Commercial Leasing
Education
The Johns Hopkins University - Carey Business School 2005 — 2007
MBA, Real Estate and Finance
University of Minnesota-Twin Cities 1995 — 1997
MPA, Humphrey School of Public Affairs
Michigan State University - James Madison College
BA, International Relations
Bank of America Merrill Lynch June 2015 - Present
Cohen Memorial Gallery, Vanderbilt University August 2013 - November 2013
Thomas H. and Diane DeMell Jacobsen, Ph.D Foundation July 2013 - August 2013
Miller Gaffney Art Advisory May 2013 - July 2013
Skills
Microsoft Excel, Finance, Art History
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics, History of Art
The London School of Economics and Political Science (LSE)
Public Finance, Environmental Economics and Sustainable Development
G-51 Capital Management January 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
MD Anderson Cancer Center September 2011 - June 2013
Dana-Farber Cancer Institute December 2009 - September 2011
Skills
Lifesciences, Healthcare, Cancer Research, Genomics, Operations Management, Logistics Management, Personnel Management, Business Development, Business Communications, Contract Negotiation, Operating Budgets, Database Administration, Technical Data Analysis, Microsoft Office, PeopleSoft Financial, Assay Development, Cancer Cell Biology, Tissue Culture, Research, Life Sciences, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2009
B.S., Molecular and Cellular Biology, Minor in Entrepreneurship and Management
The Roxbury Latin School 2001 — 2005
Bank of America Merrill lynch April 2014 - Present
Bank of America Merrill Lynch July 2012 - April 2014
Vanderbilt University September 2008 - September 2012
Vanderbilt University January 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
STARWORKS Group May 2009 - August 2009
Skills
Excel 2003, PowerPoint, Intermediate Italian, Economics, Market Research, Data Analysis, Marketing, Financial Modeling
Education
Vanderbilt University 2008 — 2012
Bachelor of Arts, in Economics, Minor in Corporate Strategy
London School of Economics and Political Science 2010 — 2010
Economics
Kent Place 2005 — 2008
Bank of America Merrill Lynch September 2015 - Present
Dragonfly Capital June 2015 - Present
RBS Citizens Financial Group June 2014 - August 2014
London School of Economics June 2013 - July 2013
Nielsen May 2012 - July 2012
Ridgefield Tiger Tech May 2010 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, Data Analysis, Customer Service, Financial Modeling, Social Media, Leadership, Analysis, Event Planning, Teamwork, Access, Outlook, Nonprofits, Fundraising, Spanish, Finance, English
Education
Wake Forest University 2012 — 2016
London School of Economics and Political Science 2013 — 2013
Managerial Accounting and Financial Control
Ridgefield High School 2009 — 2012
Citigroup Global Markets July 2014 - Present
Citigroup Global Markets June 2013 - August 2013
Bank of America Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch June 2010 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Investment Management
University of Virginia
B.S. with High Distinction, Chemical Engineering (Business minor)
London School of Economics and Political Science
Study Abroad, Econometrics and Environmental Economics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
The Cambridge Group June 2010 - August 2012
University of Chicago Booth School of Business April 2008 - June 2010
LexisNexis June 2009 - August 2009
Skills
Research, Quantitative Analytics, Financial Modeling, Financial Analysis, Due Diligence, Analysis, Strategy, Market Research, Economics, Valuation, Business Development
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Chicago 2006 — 2010
A.B., Economics, Political Science
Lycée de Galatasaray 2001 — 2006
BlackRock March 2011 - Present
Bank of America Merrill Lynch May 2007 - March 2011
RBC Capital Markets October 2005 - April 2007
SunGard Kiodex October 2004 - October 2005
Skills
Equities, Equity Derivatives, Quantitative Analytics, Risk Management, Portfolio Optimization, Trading Systems, R, Python, SQL, MarketQA, FactSet, Barra Aegis
Education
The University of Chicago
Master’s Degree, Financial Mathematics
The London School of Economics and Political Science (LSE)
MSc, Management and Regulation of Risk
University of Leeds
BSc, Mathematics with Finance
Bank of America Merrill Lynch September 2014 - Present
Barclays Capital January 2007 - September 2014
UBS Investment Bank June 2005 - January 2007
Skills
Fixed Income, Emerging Markets, Credit, CDS, Derivatives, Structured Finance, Risk Analysis, Economic Data Analysis, Investments, Hedging, Financial Risk, Economics
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor of Science (BS)
Union County Magnet High School 1997 — 2001
FedEx Express 2015 - Present
Bank of America Merrill Lynch March 2014 - September 2014
Bank of America Merrill Lynch May 2011 - March 2014
Publicis Touchpoint Solutions 2007 - 2011
Woodbury Financial Services, Inc October 2008 - December 2010
Bristol-Myers Squibb 2000 - 2006
Capital Securities of America Inc. 1994 - 2000
Skills
Retirement Planning, Finance, Series 7, 401k, Investments, Term Life Insurance, Insurance, Employee Benefits, Life Insurance, College Education..., Mutual Funds, Financial Advisory, Uniform Combined State..., FINRA Series 9, FINRA Series 10, FINRA Series 66, Contract Negotiation, Project Coordination, Supply Chain, Logistics, Online Research, Unmanned Vehicles, Aircraft, Special Operations
Education
Unmanned Vehicle University 2015 — 2015
Unmanned aerial, submersibles, and land technologies
The University of Akron 1987 — 1993
Bachelor of Business Administration, Finance
Goldman Sachs July 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
J.P. Morgan June 2012 - August 2012
National Fuel Gas Company May 2011 - August 2011
Education
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
London School of Economics and Political Science
Economics
Canisius High School 2006 — 2010
University of Virginia Darden School of Business August 2014 - Present
Bank of America Merrill Lynch May 2012 - July 2014
Bank of America Merrill Lynch July 2011 - May 2012
Bank of America Merrill Lynch June 2010 - July 2011
University of Michigan September 2009 - May 2010
University of Michigan January 2009 - May 2010
CBRE May 2007 - August 2008
Skills
Excel, Bloomberg, SAS/SQL, Economics, Statistics, Microsoft Office, SAS, SAS programming, Microsoft Excel, Risk Management, Portfolio Management, Derivatives, Finance, Analysis, Banking, Analytics, Equities, Valuation, Financial Modeling, Data Analysis, Strategy
Education
University of Virginia Darden School of Business 2014 — 2016
University of Michigan 2006 — 2010
2010 Bachelor of Arts, Economics; Minor in Applied Statistics, GPA: 3.6, Econ. GPA: 3.8, Statistics GPA: 3.9
London School of Economics and Political Science 2009 — 2009
Economics
University of Economics in Prague 2009 — 2009
Economics
Bank of America Merrill Lynch July 2008 - Present
The University of British Columbia January 2006 - May 2008
Merrill Lynch May 2007 - August 2007
TD Securities May 2006 - August 2006
Education
The University of British Columbia 2004 — 2008
BCOM, Finance
Dealertrack Technologies 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Iron Mountain 2007 - 2010
SelectMinds Inc 2006 - 2007
CA Technologies 2004 - 2006
Oracle Corp. 1997 - 2004
ESRI, Inc 1992 - 1997
Skills
IT Strategy, Product Development, LAMP, SaaS, Cloud Computing, Start-ups, Analytics, Enterprise Architecture, Agile, SOA, Architecture, Software Development, Integration, SQL, Agile Methodologies
Education
The Ohio State University 1990 — 1992
MA
University of Science and Technology of China 1982 — 1990
MS, BE
Bank of America Merrill Lynch August 2014 - Present
Société Générale Corporate & Investment Banking March 2014 - May 2014
Société Générale Corporate & Investment Banking May 2012 - March 2014
Societe Generale September 2010 - April 2012
Alpetro Resources Ltd April 2006 - September 2008
Education
The University of British Columbia 2006 — 2009
Bcom, Finance
Bank of America Merrill Lynch August 2015 - Present
JPMorgan Chase October 2013 - August 2015
Bank of America Merrill Lynch October 2012 - October 2013
Bank of America May 2010 - October 2012
Skills
Mortgage Lending, Banking, Credit Analysis, Mortgage Banking, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Refinance, Financial Risk
Education
The Manchester Metropolitan University 2005 — 2008
Accordion Partners 2011 - June 2014
Bank of America Merrill Lynch July 2008 - October 2010
Accenture June 2003 - April 2006
Skills
Corporate Finance, Investment Banking, Private Equity, Valuation, Mergers, Due Diligence, Capital Markets, Equities, Financial Modeling, M&A experience, Corporate Development, LBO, DCF, Business Valuation, Alternative Investments, Leveraged Finance, IPO, Credit Analysis, Venture Capital
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Accounting, Finance and Strategy
Washington University in St. Louis 1999 — 2003
Bachelor’s Degree, Computer Science
Washington University in St. Louis 1999 — 2003
Bachelor’s Degree, Finance
Bank of America Merrill Lynch August 2003 - Present
Skills
Financial Modeling
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Accounting
William & Mary 1999 — 2003
BBA, Finance, Economics
Bank of America Merrill Lynch April 2015 - Present
Skills
Banking, Corporate Finance, Financial Modeling, Leadership, Mergers, Mergers & Acquisitions, Strategy, Finance, Corporate Development, Financial Analysis, Portfolio Management, Private Equity, Due Diligence, Investments, Valuation
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Richmond 1998 — 2002
B.S.
Xavier High School 1994 — 1998
Bank of America Merrill Lynch March 2011 - Present
I2C Technologies, Ltd. January 2008 - February 2011
Akron Summit Community Action, Inc. April 2004 - April 2010
LaSalle Bank April 2005 - December 2007
FirstMerit Bank March 2003 - March 2005
Ernst & Young September 1991 - November 2000
Skills
Financial Analysis, Cash Management, Credit Analysis, Banking, Credit, Portfolio Management, Loans, Commercial Banking, Mergers, Accounting, Forecasting, Commercial Lending, Risk Management, Private Equity, Auditing, Finance, Financial Services, Strategic Planning, Mergers & Acquisitions, Strategic Financial..., Leadership, Financial Modeling, Investments
Education
The University of Akron 1986 — 1991
BSBA Finance, BS Accounting, Finance, Accounting and Real Estate
Wintersville High School 1982 — 1986
HS Diploma
CPA (Inactive)
Certified Public Accountant, State of Ohio 1991
US Bank February 2011 - Present
Bank of America-Merrill Lynch October 2007 - February 2011
Washington Mutual July 2006 - 2007
JPMorgan Chase Bank September 1999 - July 2006
The Chase Manhattan Bank May 1997 - September 1999
Mellon Mortgage Company January 1995 - May 1997
Bank United December 1992 - January 1995
Skills
Banking, Portfolio Management, Fixed Income, Loans, Credit, Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Series 7, Investments, Equities, Credit Risk, Asset Managment, Financial Services, Structured Finance, Finance, Financial Risk, Analysis, Investment Banking, Strategic Financial..., Corporate Finance, Derivatives, Valuation, Management, Credit Analysis, Alternative Investments, Asset Management, Bonds, Commercial Banking, Financial Markets, Financial Reporting, Financial Structuring, Hedge Funds, MBS, Mutual Funds, Private Equity, Relationship Management, Securities, Structured Products, Trading, Treasury Management, Wealth Management, ABS, Bloomberg, Cash Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
London School of Economics and Political Science, U. of London 2004 — 2004
MSc, Finance
University of Nebraska-Lincoln 1987 — 1992
BBA, Economics
Cadet College Petaro 1981 — 1986
HSC II Board of Intermediate Education, Business
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
Bank of America Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
YWCA Columbus December 2005 - May 2012
Skills
Bloomberg, Financial Modeling, PowerPoint, Private Banking, Financial Analysis, Banking, Asset Management, Credit, Wealth Management, Microsoft Excel, Finance
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Harvest Partners June 2015 - Present
Lionsgate June 2014 - August 2014
Apax Partners August 2011 - July 2013
Bank of America Merrill Lynch August 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2005 — 2009
BSBA, Finance, Magna Cum Laude
Bank of America Merrill Lynch July 2015 - Present
China Merchants Bank June 2014 - August 2014
ABB June 2012 - August 2012
Skills
Microsoft Office, Adobe Design Programs, Gretl, Graphic Design, Web Design, Team Leadership, Data Analysis, Microsoft Excel, HTML5, Illustrator, InDesign, Photoshop, Research, Time Management, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, Management
Education
Wake Forest University School of Business 2015 — 2016
Master’s Degree
The Ohio State University 2011 — 2015
Bachelor's Degree, Economics, Minor in design
Grier School 2009 — 2011
High School
Bank of America Merrill Lynch July 2015 - Present
Pritzker Group April 2015 - June 2015
Bank of America Merrill Lynch June 2014 - August 2014
Aurora Generator USA, Inc May 2012 - June 2013
Macquarie Group November 2009 - October 2011
The Compass Group May 2008 - July 2008
Skills
Private Equity, Financial Services, Emerging Markets, Fixed Income, Capital Markets, Research, Derivatives, Equities, Structured Products, Entrepreneurship, Business Development, Trading, Credit, Financial Markets, Bloomberg, Spanish
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Miami
BA, Economics
The London School of Economics and Political Science (LSE)
Study Abroad - Corporate Finance
Bank of America Merrill Lynch February 2014 - February 2015
EY 2015 - 2015
Bank of America Merrill Lynch January 2010 - January 2014
Mead Johnson Nutrition September 2009 - December 2009
Bank of America June 2009 - August 2009
Walmart June 2008 - August 2008
Office of the Comptroller of the Currency July 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Forecasting, Risk Management, Banking, Credit, Financial Modeling, Liquidity Risk, Basel III, Funding, Basel II, Structured Finance, Training, Leveraged Finance, Leveraged Lending, Corporate Banking, Investment Banking, Credit Risk, Treasury Management, Portfolio Management, Strategy, Leadership, Financial Regulation, Mentoring
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2005 — 2009
Bachelor's of Science in Business Administration, Finance, General
The Hanover Insurance Group January 2015 - Present
Wells Fargo Insurance Services April 2012 - January 2015
Wells Fargo Insurance Services June 2011 - September 2011
UBS April 2011 - June 2011
Bank of America: Merrill Lynch April 2010 - October 2010
MASECO Private Wealth June 2009 - September 2009
Skills
Sales Presentations, Property & Casualty..., Marine Insurance, Inland Marine, Liability Analysis, Following Up, Forest Products, Commercial Agriculture, Builders Risk, Cyber Liability, Self Storage, Portfolio Performance..., Stock Market, Commercial Insurance, Building Relationships, Account Management, Emerging Markets, Communication Skills, Finance, Construction Insurance, Insurance, Relationship Management, Sales, Training, Workers Compensation, Underwriting, Liability, Financial Risk, Professional Liability
Education
The Ohio State University Fisher College of Business 2007 — 2011
B.S. Business Administration & B.A. Economics, Finance and Economics
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
AEA Investors LP May 2012 - July 2013
Education
Vanderbilt University 2011 — 2015
Economics
London School of Economics and Political Science 2013 — 2013
Delbarton School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management August 2010 - August 2013
Best Buy December 2009 - October 2011
Procter & Gamble April 2007 - December 2009
Skills
CFA Level II, Investment Banking, Mergers & Acquisitions, CFA Level I, Finance, Financial Analysis, Financial Modeling, Investment Strategies, Marketing Strategy, Portfolio Management, Strategic Financial..., Chartered Financial..., Corporate Finance, Analysis, Investments, Equities, Bloomberg, Capital Markets, Distressed M, Valuation, Wealth Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance, Entrepreneurship
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor's, Business Administration
St. John's Northwestern Military Academy 2000 — 2003
Diploma, High School
Cornerstone Capital Management August 2015 - Present
Credit Suisse June 2015 - August 2015
Bank of America Merrill Lynch July 2011 - August 2014
UBS Investment Bank 2008 - 2009
Skills
Capital Markets, Equities, Finance, Portfolio Management, Risk Management, Management, Trading, Financial Modeling, Financial Risk, Financial Analysis, Fixed Income, Investment Banking, Derivatives, Bloomberg
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Strategy
The University of British Columbia 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Bank of America Merrill Lynch August 2014 - Present
Transamerica January 2014 - March 2014
ICAP June 2013 - July 2013
American Marketing Association, Johns Hopkins Chapter April 2012 - April 2013
White Peak Capital August 2012 - September 2012
Elliott R. Alwais, CPA, Inc June 2012 - August 2012
Lipner Sofferman & Co, LLC June 2012 - July 2012
ICAP June 2012 - June 2012
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Word, Investments, Microsoft Office, Financial Accounting, Management, Valuation, Data Analysis, Financial Modeling, Accounting, Financial Analysis
Education
The Johns Hopkins University 2010 — 2013
BA, Economics
Summit High School 2007 — 2010
Bank of America Merrill Lynch June 2015 - August 2015
Ruffalo Noel Levitz April 2014 - April 2015
Michael Page UK June 2014 - August 2014
Ruffalo Noel Levitz November 2013 - May 2014
byDCLA May 2012 - August 2013
Quiznos December 2008 - September 2011
Skills
Team Leadership, Microsoft Excel, Investment Banking, Finance, Financial Analysis, Management, Microsoft Office, Customer Service, Research, Social Media, Public Speaking, Persistence, Initiative, Spanish
Education
Villanova University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Business Analytics, with an emphasis on Financial Markets
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance, General
Sierra Canyon High School 2008 — 2012
The London School of Economics and Political Science (LSE) September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Signal Hill Capital September 2014 - December 2014
Morgan Stanley August 2014 - December 2014
Under Armour May 2014 - August 2014
Parking Panda May 2013 - August 2013
Senator William Ferguson (District 46) June 2011 - August 2011
Skills
Microsoft Office, Marketing, Social Media, Analysis, PowerPoint, Leadership, Teamwork, Microsoft Excel, Sales, Public Speaking, Event Planning, Research, Microsoft Word, Customer Service, Financial Modeling
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Public Health
UCL 2015 — 2015
Economics
Dulaney High School 2008 — 2012
Bank of America Merrill Lynch June 2013 - February 2015
Bank of America Merrill Lynch January 2012 - June 2013
Bank of America March 2008 - January 2012
Bank of America March 2006 - March 2008
Bank of America April 2002 - March 2006
Bank of America April 2001 - April 2002
Sagax, Inc June 1998 - April 2001
IBM June 1996 - June 1998
Skills
Process Improvement, Capital Markets, Fixed Income, SDLC, Electronic Trading, Equities, Trading Systems, Trading, Financial Services, Portfolio Management, Banking, Sybase, Risk Management, Market Data, Business Analysis, Derivatives, Investment Banking, Securities, Agile Methodologies, Agile Application..., Oracle Database, Sybase Adaptive Server, J2EE Web Services, Java, C++, WebSphere MQ, Vendor Management, Agile & Waterfall..., Project Management
Education
The Ohio State University 1994 — 1996
MS, Computer Science
Wittenberg University 1990 — 1994
BA, Computer Science/Math
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
PNC Bank May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
J.Crew April 2012 - July 2012
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Business Strategy, Portfolio Management, Economics, Finance, Due Diligence, Teamwork, Leadership, Research
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Financial Economics, Corporate Strategy, GPA: 3.85/4.0 ; GMAT: 730
Universidad Pablo de Olavide 2013 — 2013
International Economics, Spanish
London School of Economics and Political Science 2012 — 2012
International Business
Mercer Island High School 2007 — 2011
3.94/4.0
Bank of America Merrill Lynch January 2009 - March 2015
Merrill Lynch 1997 - 2009
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Equities, Trading Systems, Risk Management, Trading, SDLC, Financial Services, Business Analysis, Market Data, Asset Management, Project Management, Portfolio Management, IT Strategy, Bloomberg, Hedge Funds, Investments, Electronic Trading, Business Strategy, Business Development, Business Process..., Process Engineering, Enterprise Risk...
Education
The Ohio State University Fisher College of Business
Bachelor of Science (BS), Marketing, International Business
Evercore August 2013 - Present
Bank of America Merrill Lynch July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Microsoft June 2004 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, LBO, Finance, Due Diligence, Capital Markets, Venture Capital, Equities, DCF
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Southern California
Master of Science (M.S.), Computer Science
Vanderbilt University August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt University December 2014 - May 2015
Stifel Financial Corp. June 2014 - August 2014
T. Rowe Price June 2012 - June 2012
Maryland House of Delegates January 2012 - March 2012
NPR June 2011 - August 2011
US Congress June 2010 - August 2011
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (BS), Political Science and Government
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics
Gilman 2007 — 2012
High School
Bank of America Merrill Lynch InternMackay Shields LLCJune 2012 - August 2012
MacKay Shields June 2011 - August 2011
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Economics
Colts Neck High School 2006 — 2010
RGP April 2014 - Present
White & Case August 2007 - April 2013
Bank of America Merrill Lynch March 2010 - February 2011
Skills
Legal Advice, Mergers, Mergers & Acquisitions, Corporate Finance, Structured Finance, Project Finance, LBO, Banking, Cross-border..., Acquisitions, Restructuring, International Law, Arbitration, Corporate Law, Securities Regulation
Education
College of Law, London 2004 — 2006
UK Law Degree, Law
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc, European Politics and Policy Making
University of Pennsylvania 1998 — 2002
BA, International Relations and French, Minor in Economics
SingleHop October 2014 - Present
Northern Trust June 2013 - October 2014
Bank of America Merrill Lynch July 2011 - November 2012
First Advisers Pty Ltd June 2012 - August 2012
Skills
Investments, Valuation, Financial Analysis, Bloomberg, Equities, Financial Modeling, Asset Management, Finance, Microsoft Excel, PowerPoint, Morningstar, Microsoft Office, Microsoft Word, Access, Mergers & Acquisitions, Creative Problem Solving, Highly Reliable, Highly personable, Collaboration Solutions, Wealth Management, Corporate Finance, Hedge Funds, Private Equity
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance
Orange High School
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
Bank of America Merrill Lynch 2011 - 2013
AlphaWorks Capital Management, LLC 2005 - 2009
Bank of America Merrill Lynch 2000 - 2005
JPMorgan Chase & Co. 1986 - 1998
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Trading, Portfolio Management, Investments, Capital Markets, Financial Risk, Hedging, Financial Structuring, Risk Management, Options, Alternative Investments, Structured Products, Investment Strategies, Banking, Proprietary Trading, Securities, Bonds, Asset Allocation
Education
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance and Statistics
University of California, Berkeley 1980 — 1984
AB, Economics and Statistics
HR NewYork Financial Recruiting August 2015 - Present
ARG AgentHR Recruiting Group March 2014 - August 2015
Bank of America Merrill Lynch August 2011 - March 2014
Bank of America Merrill Lynch July 2009 - August 2011
Morgan Stanley September 2008 - June 2009
Kiwoong Information & Communications Co. January 2003 - December 2006
Skills
Bank Secrecy Act, Compliance, Anti Money Laundering, OFAC, Treasury Services, Cash Management, Recruiting, Financial Technology, Financial Institutions, Business Development, Talent Acquisition, Start-up Ventures, Payment Services, Transaction Banking, Correspondent Banking, Relationship Management, Entrepreneurship, Commercial Banking, Consultative Sales, Business Networking, International Banking, Career Coaching, Executive Search, Job Search Strategies, Specialty Coffee
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
M.S. Finance
The Ohio State University Fisher College of Business 1998 — 2002
B.S. Business Admin., Finance
Take the Interview, Inc. September 2014 - Present
Deloitte Consulting August 2011 - September 2014
Bank of America Merrill Lynch 2010 - 2011
Skills
Financial Modeling, Financial Analysis, Business Process..., Investment Banking, Microsoft Excel, Business Analysis, Data Analysis, Valuation, Middle Office, Process Improvement, Project Management, PowerPoint, Mergers & Acquisitions, Management Consulting
Education
Vanderbilt University 2007 — 2011
Economics
London School of Economics and Political Science
Economics
Beepi July 2015 - Present
Beepi February 2015 - July 2015
Bank of America Merrill Lynch July 2013 - February 2015
Bank of America Merrill Lynch May 2012 - August 2012
OTIS March 2010 - September 2011
Mitsubishi Electric 2009 - 2010
Mitsubishi Electric January 2006 - 2009
Skills
Financial Modeling, Strategic Partnerships, Strategy, Management, Business Development, Leadership, New Business Development, Coaching & Mentoring, Investment Banking, Mergers & Acquisitions, Financial Analysis, Sales Management, Emerging Markets, Strategic Planning, Competitive Analysis, Project Management, Cross-functional Team..., Due Diligence, Business Strategy, Corporate Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Universidad de Los Andes 2002 — 2007
Bachelor's
Colegio Jefferson
High School
Bank of America Merrill Lynch August 2010 - Present
Houlihan Smith & Company, Inc. 2007 - August 2010
PricewaterhouseCoopers August 2005 - August 2007
Bisys 2003 - 2004
Skills
Valuation, Financial Modeling, Mergers, Mergers & Acquisitions, Structured Finance, Corporate Finance, Leveraged Finance, Divestitures, Bloomberg, Portfolio Management, Private Equity
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Accenture May 2013 - Present
Bank of America Merrill Lynch May 2011 - July 2011
Kemira May 2008 - August 2008
Skills
Integration, Microsoft Office, Business Analysis, Microsoft Excel, SharePoint, Financial Analysis, Business Intelligence, Data Analysis, Project Management, Leadership
Education
The University of Georgia 2009 — 2013
BBA, Banking and Finance, and Economics
London School of Economics and Political Science 2012 — 2012
Economics
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch March 2009 - June 2014
Banc of America Securities July 2006 - March 2009
Riverstone Networks November 2000 - June 2004
Intel Corp July 1999 - November 2000
Skills
Valuation, Corporate Finance, Real Estate Investment, Private Equity, Strategic Planning, Game Theory, Consumer Internet, Social Networking, eCommerce, Investment Banking, Mergers & Acquisitions, Internet & Digital Media, IPOs & Equities, Analysis, Investment Properties, Investments, Strategic Financial..., Financial Modeling, E-commerce
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics and Mathematics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Mathematics
Pinewood High School 1991 — 1995
Bank of America Merrill Lynch September 2012 - Present
Skills
Event Management, Event Planning, Sports Marketing, Sales, Marketing Strategy, Leveraging Strategic..., Marketing Event Planning, Integrated Marketing, Program Management, Sports Venues, Business Development, Strategic Planning
Education
The Johns Hopkins University 2000 — 2004
Writing/Journalism
The Johns Hopkins University 2000 — 2004
Bachelor of Arts (B.A.)
Ernst & Young Capital Advisors April 2012 - Present
Bank of America Merrill Lynch August 2007 - September 2011
Bank of America Merrill Lynch June 2006 - August 2006
Ernst & Young October 2001 - June 2005
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytic Finance, Economics, Entrepreneurship
University of Florida - Fisher School of Accounting 1999 — 2001
Masters Degree, Accounting
University of Florida - Fisher School of Accounting 1995 — 1999
Bachelor of Science, Accounting
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2010 - January 2014
Merrill Lynch February 2007 - July 2010
Merrill Lynch February 2006 - December 2006
Foshan Nanhai Wonderful Nonwoven CO., LTD. June 2005 - August 2005
Skills
Convertible Bonds, Convertible Arbitrage, Equity Derivatives, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Bloomberg Terminal, Series 7, Investment Banking, Financial Structuring, Series 63, Equity Capital Markets, Corporate Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachlor of Science in Business Administration, Finance and Accounting (Double Major), 3.95 GPA
The Ohio State University 2002 — 2006
Bachelor of Science in Arts and Sciences, Economics, 3.95 GPA
Bank of America / Merrill Lynch July 2010 - Present
Bank of America Merrill Lynch September 2007 - July 2010
Merrill Lynch February 2003 - September 2007
Skills
Analytics, Market Research, Marketing Research
Education
The Ohio State University 1988 — 1994
Bank of America 2010 - Present
Bank of America Merrill Lynch 2008 - 2010
Evergreen Investments May 2006 - May 2008
Banc of America Investment Services, Inc. 2000 - 2006
Banc One Securities Corporation 1992 - 2000
Skills
Wealth Management, Banking, Risk Management, Financial Services, Relationship Management, Vendor Management, Business Process..., Process Improvement, Six Sigma, Project Portfolio..., Business Analysis
Education
University of Dayton 1996 — 1998
Master of Business Administration (MBA)
The Ohio State University 1988 — 1992
BS, Finance, General
JPMorgan Chase March 2014 - Present
Bank of America Merrill Lynch March 2013 - March 2014
CitiGroup June 2010 - March 2013
Deutsche Bank March 2007 - June 2010
Morgan Stanley 1999 - 2007
Statistics Canada 1995 - 1998
Skills
Trading Systems, Fixed Income, Equity Trading, Electronic Trading, Equities, Derivatives, Capital Markets, Data Warehousing, ETL, Basel II, Credit Risk, Risk Reporting, Sybase IQ, Oracle, Data Quality, Business Analysis, Credit Derivatives, Interest Rate..., @Risk, Hedge Funds, Quantitative Finance, Options, Prime Brokerage, Equity Derivatives, Market Data, Securities, Swaps, Bloomberg, Financial Markets, Risk Management, Trading, Proprietary Trading, Investment Banking
Education
University of Ottawa / Université d'Ottawa 1997 — 1999
Master of Business Administration (MBA), Finance
The University of British Columbia 1990 — 1994
Doctor of Philosophy (Ph.D.), Statistics
University of Electronic Science and Technology
Bachelor of Science (B.Sc.)
Bank of America Merrill Lynch March 2007 - Present
Banc of America Specialists November 2001 - March 2007
Skills
Series 7, Series 24, Series 63, Equities, Securities, Trading
Education
The Ohio State University
Bachelor of Arts (B.A.), History
Jefferies LLC September 2013 - Present
Oppenheimer & Co. March 2011 - September 2013
Bank of America Merrill Lynch January 2010 - March 2011
Skills
Mergers, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance
Education
University of South Carolina - The Moore School of Business 2005 — 2009
B.S., Finance, International Business, Global Supply Chain & Operations Management
The London School of Economics and Political Science (LSE) 2007 — 2007
Management
Universitat Autònoma de Barcelona 2006 — 2006
Orbitz Worldwide September 2014 - Present
Orbitz Worldwide June 2013 - September 2014
Orbitz Worldwide March 2012 - June 2013
Orbitz Worldwide August 2010 - March 2012
Bank of America Merrill Lynch January 2009 - August 2010
Merrill Lynch July 2005 - January 2009
Skills
Analytics, Strategy, Financial Modeling, Competitive Analysis, Business Analysis, Financial Analysis, Market Research
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Finance, Chemistry
Hess Corporation June 2014 - Present
IHS 2012 - March 2014
Citi 2009 - 2010
Financial Guaranty Insurance Company 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
HSBC 2000 - 2001
Bank of America Merrill Lynch 1998 - 2000
Skills
Information Architecture, Digital Media, Corporate Communications, Strategy, Advertising, Digital Marketing, Leadership, Web Content Management, Research, Management, Press Releases, Social Media Marketing, Human Resources, Marketing Communications, Public Relations, Event Management, Project Management, Vendor Management, Nonprofits, Strategic Planning, Financial Reporting, Marketing, Video, Internal Communications, Media Relations, Grant Writing, Social Media, Creative Direction, Deferred Compensation, Strategic Partnerships, Blogging, Event Planning, Onboarding, Team Building, Public Speaking, Copywriting, PowerPoint, Visio, Community Outreach, Speech Writing, Business Analysis, Recruiting, Editing, Customer Service, Change Management, Newsletters, Proposal Writing, User Experience, Process Improvement, Non-profits
Education
New School University 2001 — 2006
Bachelor of Science/Certificate in Screenwriting, Communications/Film Studies
Bloomberg LP December 2013 - Present
Tradeweb June 2013 - September 2013
Merrill Lynch January 2013 - March 2013
Bank of America Merrill Lynch January 2009 - December 2012
Banc of America Securities July 2004 - March 2006
Banc of America Securities October 2003 - July 2004
Banc of America Securities June 2001 - October 2003
Skills
Bonds, Bloomberg, Equities, Securities, Fixed Income, Capital Markets, Series 7, High Yield, Risk Management, Financial Markets, Hedge Funds, Strategy, Trading, Management, Trading Systems, Electronic Trading, Investment Banking
Education
New School University 2004 — 2006
Goldman Sachs September 2013 - Present
Bank of America Merrill Lynch September 2008 - August 2013
Merrill Lynch June 2007 - August 2007
Duff & Phelps 2004 - 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Corporate Finance, Bloomberg, Investments, Series 7, LBO
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
University of California, Irvine 1998 — 2003
Bachelor of Science (BS)
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Barclays Bank June 2012 - August 2012
Westpac Institutional Bank February 2007 - July 2011
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Institutions, Private Equity, Equities, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of New South Wales 2004 — 2007
BCom, Finance, Japanese Studies
MUFG Americas December 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation December 2013 - Present
Bank of America Merrill Lynch May 2010 - December 2013
Arden Asset Management December 2007 - October 2010
Skills
Alternative Investments, Basel III, Data Analysis, Fund Of Funds, Hedge Funds, Liquidity Risk, Mergers & Acquisitions, Prime Brokerage, Liquidity, Funding, Finance, Capital Markets
Education
Ohio State University
Bachelor's degree, Economics
Bain & Company June 2015 - August 2015
ENIAC Ventures May 2014 - August 2014
Bank of America Merrill Lynch January 2014 - June 2014
Bank of America December 2010 - January 2014
Bank of America June 2008 - December 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Investment Banking, Corporate Finance, Capital IQ, Capital Markets, Derivatives, Alternative Investments, Portfolio Management, Trading, Credit Analysis, Interest Rate..., Credit Derivatives, Financial Risk, Asset Management
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University - Leonard N. Stern School of Business 2005 — 2008
BS, Finance and International Business
Triangle Petroleum Corporation September 2014 - Present
KRG Capital Partners July 2012 - August 2014
Bank of America Merrill Lynch August 2010 - July 2012
Western Reserve Partners July 2009 - August 2010
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance
Bank of America Merrill Lynch September 2007 - May 2015
GE Capital April 2004 - August 2007
GE Capital February 2003 - March 2004
GE Equity July 1999 - January 2003
Bear Stearns 1993 - 1995
Skills
Capital Markets, Due Diligence, Funding, Investment Banking, Leveraged Finance, Management, Strategy, Valuation, Private Equity, Equities, Structured Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Union College 1989 — 1993
B.S., Mathematics
The Harley School 1983 — 1989
High School Diploma
Hewlett-Packard September 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - August 2015
Bank of America Merrill Lynch July 2014 - August 2014
Booz Allen Hamilton June 2010 - July 2013
White Horse Advisors, LLC June 2009 - July 2009
Skills
Management Consulting, Organizational Design, Six Sigma, Business Process..., Strategy, Training, Business Analysis, Change Management, Management, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy, Analysis, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Virginia 2006 — 2010
B.S., Commerce - Finance, Marketing
Syracuse University - Madrid, Spain 2009 — 2009
International Business, Spanish
The Westminster Schools 1992 — 2006
College Preparatory
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch December 2013 - June 2015
Bank of America Merrill Lynch November 2012 - December 2013
Bank of America Merrill Lynch August 2011 - November 2012
Bank of America Merrill Lynch August 2010 - July 2011
UBS Wealth Management June 2009 - May 2010
UBS Wealth Management October 2008 - March 2009
Owens Corning March 2006 - September 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Millennium Management February 2015 - Present
Jefferies & Company August 2010 - February 2015
Bank of America Merrill Lynch March 2010 - July 2010
Fifth Third Bancorp June 2006 - March 2010
Education
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor of Science, Finance and Marketing
KPMG March 2014 - Present
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch June 2013 - February 2014
Bank of America Merrill Lynch May 2010 - February 2012
JPMorgan Chase July 2008 - April 2010
Skills
Investment Banking, Financial Analysis, Corporate Finance, Derivatives, Investments, Capital Markets, Banking, Business Analysis, Data Analysis, Project Management, Bloomberg, Financial Modeling, Strategy, Management, Leadership, Valuation, Finance
Education
The Ohio State University
Bachelor of Business Administration (BBA), Economics
Shearman & Sterling LLP April 2015 - Present
Clifford Chance LLP November 2010 - April 2015
Bank of America Merrill Lynch 2005 - 2010
Cravath, Swaine & Moore LLP 1997 - 2005
Education
University of Pennsylvania Law School 1993 — 1997
JD/MBA, Law
University of Pennsylvania - The Wharton School 1992 — 1997
MBA/JD, Finance/Accounting
William & Mary 1987 — 1991
BA, Economics
The London School of Economics and Political Science (LSE)
GC
Babson Capital Management September 2015 - Present
The Boston Consulting Group July 2014 - September 2015
Summit Park July 2010 - July 2012
Bank of America Merrill Lynch July 2008 - July 2010
Wachovia Securities June 2007 - June 2008
Skills
Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investments, Financial Analysis, Capital Markets, Bloomberg, Corporate Development, Venture Capital, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S. Business Administration (cum laude)
Bank of America Merrill Lynch April 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
DPA Invest 2006 - 2008
Lyxor Asset Management 2006 - 2006
La Caisse de Depot et de Gestion 2004 - 2004
Skills
Bloomberg, Reuters, Datastream, Microsoft Office, VBA, E-views, Mapple, Access, FoxPro
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
Msc In Finance, Distinction
Université Paris Dauphine 2005 — 2006
Master in Asset Management, Summa Cum Laude
Université Paris Dauphine 2000 — 2005
Bachelor in Economics and Management, major Finance, Distinction
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs Private Wealth Management October 2008 - July 2011
JPMorgan Equity Research April 2007 - September 2007
JPMorgan Private Bank July 2004 - April 2007
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
Boston College 2000 — 2004
BSc, Management
Bank of America Merrill Lynch 2014 - Present
Skills
C++, Matlab, C, Quantitative Analytics, Mathematica, Monte Carlo Simulation, Algorithms, Stochastic Calculus, Image Analysis, Data Structures, Python, Java, Machine Learning, Portfolio Optimization
Education
The Johns Hopkins University
PhD in Physics, MS in Applied Math & Statistics
University of Science and Technology of China
Enhanced Capital Partners June 2013 - Present
Thoma Bravo February 2013 - May 2013
Long Point Capital April 2012 - June 2012
Bank of America Merrill Lynch July 2010 - April 2012
Bank of America Merrill Lynch July 2007 - June 2010
Skills
Financial Modeling, Private Equity, Equities, Financial Analysis, Valuation, Investments, Investment Banking, Fixed Income, Bloomberg, Corporate Finance, Due Diligence, Securities, Structured Finance, Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
University of Pennsylvania 2003 — 2007
Bachelor of Arts (BA), Psychology (distinction), Economics
Fifth Third Private Bank April 2013 - Present
Bank of America Merrill Lynch July 2008 - April 2013
Skills
Credit, Mortgage Lending, Loans, Investments, Banking, Fixed Income, Mortgage Banking, Residential Mortgages, Commercial Lending, Loan Origination, Refinance, Equities, Underwriting
Education
The Ohio State University
MBA
The University of Akron
BS
Bank of America Merrill Lynch May 2014 - Present
Chesapeake Bayhawks January 2014 - Present
Goldman Sachs July 2012 - March 2014
New York Lizards June 2008 - August 2013
J.P. Morgan September 2008 - June 2012
Skills
Fixed Income, Bloomberg, Equities
Education
The Johns Hopkins University 2004 — 2008
Bachelor's Degree, Political Science and Government
US Trust, Bank of America Private Wealth Management July 2011 - Present
Bank of America Merrill Lynch August 2007 - June 2011
Citigroup February 1999 - August 2007
Glendale Community College 2000 - 2000
Glendale Community College 2000 - 2000
J.P. Morgan August 1988 - September 1992
Skills
FINRA Series 7 and 66, Credit, Commercial Banking, Leadership, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Loans, Credit Risk, Small Business Lending, Financial Institutions, Mortgage Lending, Cash Management, Financial Analysis, Financial Modeling
Education
London School of Economics and Political Science
MSc, Accounting & Finance
Polytechnic of North London
Bachelor's degree (Honors), Accounting
Symantec May 2015 - Present
Oracle April 2014 - May 2015
Sprocket Media (Assigned to Oracle) June 2013 - March 2014
Farr, Miller & Washington April 2012 - June 2013
Bank of America Merrill Lynch January 2010 - March 2011
UBS Wealth Management 2004 - 2009
Merrill Lynch 1999 - 2004
Education
The Ohio State University 2004 — 2006
BA, Political Science, Economics
UBS June 2014 - Present
Regional Broker Dealer & Bank July 2012 - Present
Bank of America Merrill Lynch June 1989 - December 2011
KPMG UK January 1980 - June 1986
Skills
CPA, Chartered Accountant, FINRA Series 7, 9.10,63, SEC compliance, Business Management, Supervision, Supervisory Skills, Strategic Planning, Competitive Analysis, Presentation Preparation, Financial Accounting, Financial Planning, Budget Preparation, Auditing, Project Implementation, Spreadsheet Design, PowerPoint, Data Analysis, Data Mining, Recruiting, New Business Development, Series 7, Management, Fixed Income, Hedge Funds, Bonds, Portfolio Management, Due Diligence, Banking, Equities
Education
Institute of Chartered Accountants In Engalnd & Wales 1980 — 1986
Chartered Accountant (CPA Equiv), Finance & Accounting
The London School of Economics and Political Science (LSE) 1978 — 1980
Foundation degree, Chartered Accounting Business & Public Finance
Westminster College (London) 1975 — 1977
GCSE, A Levels (Pure & Applied Maths, Statistics & Accounting)
St. Andrews International High School 1970 — 1975
GCSE's
Bank of America Merrill Lynch April 2015 - Present
PwC September 2014 - April 2015
Greenberg Advisors, LLC May 2013 - August 2013
PwC June 2012 - July 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Microsoft Excel, Mandarin, Statistics, Data Analysis, Quantitative Analytics, Accounting, Research, Stata, Bloomberg Terminal, Private Equity, Real Estate, Debt Restructuring, LBO, Negotiation, Capital IQ, Microsoft PowerPoint, Java, Mathematical Analysis, SAS, VBA
Education
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting
University of Virginia 2010 — 2014
Bachelor of Arts (B.A.), Financial Mathematics
London School of Economics and Political Science 2012 — 2012
Economics
High School Affiliated to Renmin University of China 2006 — 2009
High School/Secondary Diploma Programs
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Cliffwater May 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Private Equity, Research, Corporate Finance, Real Estate, Due Diligence, Asset Allocation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Team Leadership, Public Speaking, Sales, Photoshop, Social Media
Education
Vanderbilt University
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science
Economics
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
The BARBRI Group October 2011 - April 2014
U.S. Securities and Exchange Commission June 2012 - August 2012
Morgan Keegan & Co., Inc. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Legal Writing, Leadership, Teamwork, Data Entry, Analysis, Relationship Building, Team Leadership
Education
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Alabama 2007 — 2011
Bachelor of Science (BS), International Finance