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
Ryan Property Group July 2014 - Present
Titan Real Estate August 2011 - July 2014
Bank of America Merrill Lynch August 2009 - August 2011
Marcus & Millichap Real Estate Investment Services December 2007 - August 2009
Marwin Group July 2006 - November 2007
IBM Lombardi Software December 2004 - June 2006
Skills
Real Estate, Brokerage, Dispositions, Real Estate Investment, Investors, Real Estate Transactions, Investment Properties, Real Estate Development, Private Equity, Real Estate Finance, Venture Capital, Leases, Negotiation, Real Estate Economics, Project Management, Investment Valuation, Commercial Real Estate, Real Estate Financing, Real Estate Investor, Corporate Real Estate, Selling, Acquisitions, Property Management, Finance, Portfolio Management, Due Diligence, Asset Management, Property
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
Business Foundations
Sabre Airline Solutions August 2014 - Present
Aviture March 2014 - August 2014
DG July 2013 - February 2014
Fidelity Investments February 2012 - July 2013
Bank of America Merrill Lynch May 2010 - February 2012
BNSF Railway 1999 - May 2010
EDS Advanced Solutions 1998 - 1999
AXA Equitable 1997 - 1998
Skills
Software Development, Enterprise Software, Java Enterprise Edition, Java, Agile Methodologies, DB2, Unix, Web Services, Perl, SQL, C++, Python, Linux, JavaScript, MySQL, Maven, Tomcat, Clojure, Oracle, Spring, Hibernate, REST, Spring Framework
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
University of Pune
Bachelor's Degree, Computer Engineering
PwC March 2015 - Present
Bank of America Merrill Lynch December 2012 - March 2015
Partners Consulting April 2012 - December 2012
Strategic Treasurer LLC May 2010 - April 2012
AFP of Atlanta January 2000 - January 2010
Premiere Global Services June 2004 - July 2009
Worldspan, LP November 2000 - June 2004
Bank of America 1999 - 2000
Regions Financial Corporation June 1996 - July 1999
First Tennessee Bank January 1990 - June 1996
Skills
Treasury Management, Cash Management, Treasury, Risk Management, Banking, Payments, Sarbanes-Oxley Act, Finance, Commercial Banking, Cash Flow Forecasting, Financial Services, Management Consulting, Strategy, Management, Corporate Treasury, International Treasury, Treasury Services, Treasury Functions, Treasury Systems, Banking Relationships, Working Capital..., Investments, Corporate Finance, Project Management, FX Options, Capital Structure, Debt, Foreign Exchange..., Hedging, Credit, Process Improvement, Forecasting, Due Diligence, Mergers & Acquisitions, Consulting, SWIFT Payments, Bank Relationship...
Education
The University of Tennessee at Chattanooga 1992 — 1995
MBA
University of Alabama 1984 — 1989
BS
Girls Preparatory School 1981 — 1984
United Capital Financial Advisers, LLC May 2014 - Present
Girard Securities June 2013 - Present
United Capital Financial Advisers, LLC May 2013 - May 2014
PPA Advisory Services, LLC May 2011 - May 2013
Aspire Clinic January 2011 - May 2011
Bank of America Merrill Lynch May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Education
The University of Georgia 2009 — 2011
B.S. Family and Consumer Sciences, Family Financial Planning
University of South Carolina-Aiken 2007 — 2009
Business Administration
Streamline Partners January 2015 - Present
Bank of America Merrill Lynch, Retirement & Benefit Plan Services January 2009 - March 2014
Bank of America Merrill Lynch July 2004 - December 2009
Fidelity Investments, National Financial Services July 2001 - July 2004
Fidelity Investments December 1999 - July 2001
Fidelity Investments Tax Exempt Services Co. June 1996 - November 1999
Fidelity Investments Life Insurance Co. June 1992 - June 1996
Fidelity Investments October 1989 - June 1992
IDS American Express August 1988 - October 1989
Skills
ERISA, Consultative Selling, Marketing Strategy, Project Management, Product Management, Retirement, Series 7, Retirement Planning, 401k, Employee Benefits, Financial Services, Investment Management, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Planning, Securities, Defined Benefit, Defined Contribution, IRAs, Equities, Series 63, Asset Allocation, Wealth Management, Series 65, Investment Advisory, FINRA
Education
The University of Connecticut School of Business 1980 — 1984
B.S. Finance, Finance, Economics, French
Shell May 2015 - August 2015
Shell December 2014 - January 2015
Shell May 2014 - August 2014
The University of Texas at Austin August 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Haiku Sushi Restaurant March 2012 - June 2012
The University of Texas at Austin June 2011 - August 2011
Skills
Microsoft Office, Research, Protein Chemistry, Strategic Planning, Fundraising, Teaching, Leadership, Drilling Engineering
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Chemical Engineering
W. Charles Akins High School 2008 — 2012
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
MBA Investment Fund, LLC October 2013 - July 2014
Professor David Adelman, The University of Texas School of Law May 2013 - December 2013
United States District Court for the Southern District of Texas - McAllen Division May 2012 - June 2012
Fabworx Solutions May 2010 - June 2011
Skills
Legal Research, Legal Writing, Research, Public Speaking, Microsoft Office, Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
M.B.A., Energy Finance
The University of Texas School of Law 2011 — 2014
J.D., Energy & Corporate Law
The University of Texas at Austin 2006 — 2010
B.A., Government, Philosophy
St. Mark's School of Texas 2002 — 2006
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - November 2014
Bank of America January 2011 - June 2012
Bank of America January 2010 - January 2011
New York Life December 2008 - May 2009
Skills
Sales, Management, Spanish, MBA, Finance, Operations, New Business Development, Excel, Banking, Retail Banking, Interviewing, Bilingual, Sales Management, Coaching, Operational Excellence, Word, PowerPoint, English, Outlook, Access, Microsoft Office, Customer Relations, Consumer Lending, Mortgage Lending, Adaptation, Customer Service, Small Business Lending, Strategic Partnerships, Training, Reporting & Analysis, Accountability, CRM, Risk Management, Financial Services, Credit Cards, Insurance, Loans, Team Leadership, Lines Of Credit, Relationship Management, Cross Selling, Deposits, Leadership, Strategy
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance
The University of Kansas 2003 — 2007
BA, Spanish, Business
St. Christopher's High School
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2013 - June 2014
Bank of America Merrill Lynch June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Satori Capital LLC May 2009 - August 2009
Austin Capital Management May 2008 - August 2008
Gerson Lehrman Group September 2007 - May 2008
Skills
Investment Banking, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Corporate Finance, DCF, Equity Valuation, Analysis, Strategy, Bloomberg, Due Diligence, LBO
Education
The University of Texas at Austin 2006 — 2010
Bachelor’s Degree, Plan II Honors
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelor’s Degree, Finance, General
Bank of America Merrill Lynch September 2015 - September 2015
BDO Hungary June 2015 - July 2015
Adam Smith Economics Society, University of Glasgow May 2014 - May 2015
TEDxUniversityofGlasgow May 2014 - May 2015
MKB Bank (Hungarian Foreign Trade Bank Ltd.) June 2014 - July 2014
Eotvos Jozsef Secondary Grammar School January 2011 - January 2012
Skills
Time Management, Leadership, Team Leadership, Teamwork, Numerical Analysis, Communication Skills, Microsoft Office, Mac OS, High Pressure Situations, Precise, Highly responsible, Strategic Planning, CRM Databases, Communication
Education
University of California, Berkeley 2015 — 2016
Bachelor’s Degree, Mathematics/Economics
The University of Glasgow 2013 — 2017
Master of Arts (Soc), Mathematics/Economics - Joint Honours Degree, 1:1 (Second Year)
Eotvos Jozsef Secondary Grammar School 2009 — 2013
Hungarian Matura (A-level equivalent): AAAAAA, Further Mathematics (Advanced Level), English (AL), German, Computer Science, History, Hungarian Lit. and Grammar
La Joya Design August 2008 - Present
Bank of America Merrill Lynch July 1986 - October 1991
Morgan Stanley January 1983 - July 1986
Skills
People Skills, New Business Development, Recruiting, Public Speaking, Networking, Financial Services, Financial Planning, Customer Service, Interior Design, Problem Solving, Collaborative Problem..., High degree of..., Self-management, Intuitiveness, Interviews, Business Development
Education
University of Texas in San Antonio 1994 — 1996
Master's Degree, Counseling, 4.0
The University of Texas at Austin 1974 — 1978
Bachelor of Journalism, Radio and Television, Cum Laude
Bank of America Merrill Lynch 2015 - Present
The University of Kansas School of Business 2015 - Present
KU Interfraternity Council November 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - April 2015
U.S. Department of Veterans Affairs May 2014 - August 2014
City of Gardner May 2013 - August 2013
DECA Inc. March 2012 - March 2013
Metcalf Bank January 2012 - October 2012
DECA Inc. March 2011 - March 2012
Skills
Leadership, Public Speaking, Research, Excel, Analysis, Customer Service, Team Building, Microsoft Office, Time Management, Microsoft Excel, Financial Analysis, Leadership Development, High Achiever, Capital Budgeting, Human Resources, Sales, Access, Staff Development, Retail Banking, PowerPoint, Microsoft Word, Fundraising, Nonprofits, Teamwork, Public Relations, Marketing, Community Outreach, Teaching, Team Leadership, Typing, Inventory Management, Marketing Strategy, Market Research, Financial Reporting, Economics, Coaching, Volunteer Management
Education
The University of Kansas 2013 — 2017
Bachelor's Degree, Finance, Economics Minor, Junior
Gardner Edgerton High School
Gardner Edgerton High School
Bank of America Merrill Lynch September 2014 - Present
Bank of America July 2013 - September 2014
Bank of America Merrill Lynch July 2012 - June 2013
Kansas Small Business Development Center February 2011 - June 2012
TRIO Supportive Educational Services January 2012 - May 2012
University of Kansas August 2010 - May 2012
Walmart May 2011 - August 2011
USDA December 2010 - January 2011
USDA May 2010 - August 2010
USDA May 2008 - January 2010
Skills
Customer Service, Budgets, Microsoft Excel, Entrepreneurship, Finance, Management, PowerPoint, Public Speaking, Sales
Education
University of Kansas 2008 — 2012
Bachelor of Science in Business, Finance w/ Entrepreneurship Concentration
Bank of America Merrill Lynch June 2015 - August 2015
MATRIX Resources May 2014 - September 2014
Concourse Athletic Club July 2013 - December 2013
Concourse Athletic Club July 2013 - August 2013
Concourse Athletic Club June 2012 - August 2013
Skills
Information Technology, Software Development, Leadership, Python, Java, HTML, CSS, SQL
Education
The University of Georgia 2012 — 2015
Computer Science, Senior
Civitas Learning September 2015 - Present
Charles Schwab May 2014 - August 2015
Charles Schwab June 2011 - May 2014
Bank of America Merrill Lynch August 2008 - July 2011
Merrill Lynch June 2007 - August 2007
IBM September 2006 - May 2007
Skills
Software Development, SQL, C#, Java Enterprise Edition, .NET, Software Project..., Unix Shell Scripting, Linux, Databases, REST
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (BS), Computer Science
Dell September 2014 - Present
Dell February 2014 - August 2014
Dell September 2013 - February 2014
Dell March 2013 - August 2013
Dell August 2012 - February 2013
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Mandarin Chinese, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Social Media, Financial Modeling, Valuation, Finance, Business Strategy, Mandarin, Leadership, Corporate Finance, Competitive Analysis, Analysis
Education
The University of Texas at Austin
BBA, Business Honors and Finance
Baruch College August 2010 - Present
GQ Analytics, LLC October 2014 - Present
Merrill Lynch March 1993 - August 2010
Bank of America Merrill Lynch March 1993 - August 2010
New York University 1998 - July 2010
Bankers Trust March 1986 - February 1993
Bank of America August 1983 - February 1986
Skills
Quantitative Finance, Monte Carlo Simulation, Derivatives, R, Stochastic Calculus, Bloomberg, Options, Trading, Equities, Mathematical Modeling, Modeling, Excel, Mathematica, Financial Engineering, Volatility, Econometrics, Microsoft Excel, Numerical Analysis, Financial Modeling, Market Risk, Quantitative Analytics, Equity Derivatives, Statistics, Financial Markets, Hedge Funds, Fixed Income, Quantative Analysis, VBA, Statistical Modeling, Time Series Analysis, Economics, Capital Markets, Credit Derivatives, Emerging Markets, Alternative Investments, Interest Rate..., Commodity, Trading Strategies, Valuation, Macroeconomics, Structured Finance, Portfolio Optimization, Portfolio Management, Trading Systems, Investment Banking, Equity Research
Education
University of Cambridge 1979 — 1983
Ph.D., Theoretical Physics
The University of Glasgow 1975 — 1979
B.Sc., Mathematics and Natural Philiosophy
The Home Depot October 2012 - Present
Wells Fargo Securities June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
National Commission on Certification of Physician Assistants, May 2009 - August 2009
UBS Financial Services, Inc June 2008 - July 2008
Skills
Financial Analysis, Bloomberg, Capital IQ, Finance, Budgets, Leadership, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Barclays Investment Bank March 2015 - Present
Bank of America Merrill Lynch June 2013 - February 2015
PricewaterhouseCoopers June 2012 - August 2012
V-chain Solutions September 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Statistics, Microsoft Word, SQL, Lotus Notes, Visual Basic, Data Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Capital IQ, Credit Risk, Credit, Financial Risk, Accounting, Financial Accounting, Energy, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration, Finance
The Chinese University of Hong Kong
Summer Study Abroad, International Business
Jefferies August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Bank of America Merill Lynch January 2008 - December 2010
Banc of America Securities August 2004 - December 2007
Banc of America Securities September 2001 - August 2004
Skills
Investment Banking, Capital Markets, Equity Capital Markets, Leveraged Finance, Mergers & Acquisitions, Food & Beverage, Consumer Products, Valuation, Financial Modeling, Private Equity, Corporate Finance, Equities, Due Diligence, Fixed Income, LBO, Bloomberg, Financial Analysis
Education
The University of Sheffield
Bachelor's Degree, French and Business Studies
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America October 2009 - October 2011
Skills
Financial Analysis, Project Management, Process Improvement, Business Analysis, Finance, Microsoft Excel, Microsoft Office, Management, Leadership, Project Planning, SharePoint, PowerPoint, Team Leadership, Team Building, Microsoft Word, Customer Service, Financial Reporting, Testing, Software Development, Operations Management, Strategic Planning, Team Management, Risk Management, Corporate Finance, Recruiting, Business Process..., Access, Business Intelligence, Data Analysis, Data Migration, Program Management, Quality Assurance, Analysis, Auditing, Training, Performance Management, Strategy, Financial Services, Leadership Development, Business Planning, Project Portfolio..., Coaching, Business Strategy, Cross-functional Team..., Banking, Marketing, Sales, Budgets, SDLC, Consulting
Education
The University of Texas at Arlington 2005 — 2010
Bachelor of Applied Science (BASc), Biology, General
The Boston Consulting Group September 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2014
Vienna University of Economics and Business September 2013 - February 2014
Eisenberger & Herzog Attorneys-at-Law August 2013 - August 2013
The Boston Consulting Group July 2012 - August 2012
Daikin Europe NV June 2008 - July 2008
Education
University of Oxford 2014 — 2015
Master of Science (M.Sc.), Economics
Wirtschaftsuniversität Wien 2010 — 2013
Bachelor of Science (B.Sc.), Economics, 1.2 with distinction
The University of Hong Kong 2012 — 2013
Economics
Wirtschaftsuniversität Wien 2011 — 2014
Bachelor of Laws (LL.B.), Business Law
Macquarie Group September 2014 - Present
J.P. Morgan June 2011 - August 2014
Bank of America Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
NYU Stern School of Business April 2009 - August 2009
NIH July 2006 - November 2006
Skills
VBA, SQL, Matlab, HTML, Reuters, Stata, SNL, Capital IQ, Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg Terminal, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science, Double Major in Finance and Information Systems; additional concentration in Economics
The University of Hong Kong 2009 — 2009
International Business Exchange (IBEX) Program, Faculty of Business and Economics
Financial Technology Partners July 2014 - Present
High Street Capital June 2013 - August 2013
Citadel LLC May 2011 - September 2011
Chapdelaine Credit Partners October 2009 - April 2011
Bank of America Merrill Lynch July 2007 - June 2009
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Investments, Fixed Income, Finance, Strategy, LBO, Securities, DCF, Structured Products, Analysis, Asset Allocation, IPO, Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Analytical Finance, Entrepreneurship, and Strategic Management
Wake Forest University 2003 — 2007
B.S. in Business with a double minor in Economics and Global Trade and Commerce
University College Dublin 2005 — 2005
Business
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Bank of America Merrill Lynch October 2007 - March 2010
WMC Mortgage a G.E. Money Co. May 2001 - March 2007
Skills
Mortgage Lending, Commercial..., Business Development, Banking, Credit, Loan Origination, Asset Managment, Portfolio Management, Investments, Risk Management, Equities, Securities, Underwriting, Structured Finance, Treasury Management, Originating & Analysis, Sales & Underwriting, Client Relationship..., Securities Based Lending, Training & Development, Team Building &..., Salesforce.com, Microsoft Office
Education
The University of Texas at Austin 1991 — 1995
Newman Smith High School 1987 — 1991
Beaufort Acadamy
Bank of America Merrill Lynch November 2013 - Present
Bank of America August 2012 - Present
Bank of America 2006 - August 2012
Bank of America 2005 - 2006
Bank of America 2002 - 2005
Discover Financial Services 1992 - 2001
Skills
Credit Cards, Electronic Payments, ACH, Treasury Services, Banking, Payments, Treasury Management, Debit Cards, Credit, Merchant Services, Payment Card Processing, Loans, Business Process...
Education
University of Southern Mississippi
Bachelor of Science Business Administration, Marketing Management
Credit Suisse June 2015 - Present
Citigroup June 2014 - June 2015
Citigroup June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Foundry Capital January 2012 - April 2012
Google November 2011 - November 2011
Orotrend Inc May 2010 - August 2010
Education
University of Oxford 2014 — 2014
Philosophy, Politics, & Economics
The University of Georgia 2009 — 2014
Bachelor of Science (B.S.), Civil Engineering
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Legal Studies
Bank of America Merrill Lynch January 2009 - Present
Citigroup Global Markets Inc. September 2004 - December 2008
Credit Suisse First Boston LLC July 1997 - September 2004
Donaldson, Lufkin & Jenrette July 1997 - September 2004
Education
The University of Texas at Austin 1988 — 1992
BA
Jesuit High School - New Orleans, LA
Bank of America Merrill Lynch July 2015 - Present
Bank of America September 2011 - July 2015
HSBC Bank July 2008 - September 2011
Wachovia Bank September 2006 - July 2008
New England Financial October 2005 - September 2006
Consolidated Technologies June 2004 - October 2005
Skills
Credit, Banking, Treasury Management, Investments, Cash Management
Education
The University of Connecticut School of Business 2007 — 2011
MBA, Finance
University at Albany, SUNY 2000 — 2004
B.S., Political Science
Stamford High School 1996 — 2000
Chevron June 2014 - Present
Newport Partners December 2011 - March 2014
Bauer Rock Media Group December 2011 - March 2014
Bank of America Merrill Lynch July 2010 - December 2011
Skills
Financial Modeling, Corporate Finance, Risk Management, Financial Analysis, Valuation, Business Development, Due Diligence
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, and Entrepreneurship
University of Illinois at Chicago 2008 — 2009
Bachelor of Science, Finance, Institutional GPA 3.9/4.0
Deloitte September 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Cerner Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Due Diligence, PowerPoint, Financial Analysis, Microsoft Word, Analysis, Financial Modeling, Valuation, Data Analysis
Education
University of Kansas 2009 — 2013
B.S. Finance
Capgemini March 2014 - Present
Capgemini August 2011 - March 2014
The Walt Disney Company June 2010 - August 2010
Bank of America Merrill Lynch January 2010 - May 2010
Dianna Wong Architecture 2007 - 2009
Johnson Fain September 2005 - September 2007
Robert A.M. Stern Architects September 2002 - August 2005
Skills
Project Management, Financial Analysis, Project Delivery, Communication Skills, Team Leadership, Business Analysis, Strategy, Cross-functional Team..., Business Process..., Business Process, SAP, Consulting, Marketing, Management Consulting, Architecture, IT Strategy, Finance, Integration, ERP, Analytics, Project Portfolio..., PMO, SDLC, Analysis, Business Intelligence, Project Planning, Program Management, Forecasting, Software Project..., Requirements Analysis, MS Project, Vendor Management, Outsourcing
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Finance
The University of Texas at Austin
Barch, Architecture
Janus Capital Group May 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Bank of America Merrill Lynch August 2009 - April 2014
Lehman Brothers June 2008 - August 2008
FTN Financial February 2005 - August 2007
Goldman Sachs July 2003 - January 2005
Arthur Andersen / Huron Consulting Group August 2001 - July 2003
Skills
Investment Banking, Fixed Income, Structured Finance, Financial Modeling, Valuation, Capital Markets, Private Equity, Equities, Bloomberg, Due Diligence, LBO, Mergers & Acquisitions, Hedge Funds, Series 7, Series 63, Capital Structure, Leveraged Finance, Securities, Corporate Development, Commodity, Equity Research, Corporate Finance, Alternative Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting and Finance
Miami University (Ohio) 1997 — 2001
BS, Finance
Apax Partners July 2014 - Present
GardaWorld July 2014 - Present
Evercore Partners March 2013 - July 2014
Bank of America Merrill Lynch June 2012 - March 2013
The Princeton Review August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Economics, DCF Valuation, LBO Valuation, Comparable Analysis, Metals & Mining, Leveraged Finance, Private Equity, Hedge Funds, PHP, AJAX, CSS, HTML, JavaScript, Research, Data Analysis, Public Speaking, Debate, Bloomberg, Equities, DCF, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance, Investment Banking
The University of Texas at Austin 2008 — 2012
BA, Plan II Honors, Graduated with Special Honors
crowd-o-moto GmbH October 2014 - Present
Bank of America Merrill Lynch August 2013 - September 2014
Siemens February 2011 - April 2013
Skills
Corporate Finance, Financial Analysis, Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Entrepreneurship, Start-ups, Marketing Strategy, Management
Education
Wirtschaftsuniversität Wien 2003 — 2010
Corporate Finance and Strategic Management, Diplom (equivalent to Master of Science)
The University of Texas at Austin 2007 — 2007
Management and Accounting
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Freescale Semiconductor May 2008 - March 2012
Sigmatel July 2007 - May 2008
Freescale Semiconductor May 2005 - May 2007
Skills
Financial Modeling, Strategy, Valuation, Competitive Analysis, Data Analysis, Semiconductors, Financial Analysis, Cross-functional Team..., Verilog, Corporate Finance, Due Diligence, Equity Research, Venture Capital
Education
NYU Stern School of Business 2011 — 2013
MBA
The University of Texas at Austin 2000 — 2005
BSEE/BA, Electrical Engineering, Japanese
Bank of America Merrill Lynch June 2015 - August 2015
VMG Health June 2014 - August 2014
Career Onward February 2014 - May 2014
Skills
Networking, Organization, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Analysis, Due Diligence, Corporate Finance, Valuation, Mergers & Acquisitions, Investments, Finance, Bloomberg, Business Valuation
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch September 2013 - Present
BofA December 2006 - August 2013
Skills
Consumer Lending, Commercial Lending, Loans, Banking, Commercial Banking, Small Business Lending, Loan Origination, Management, Leadership, Credit Analysis, Portfolio Management, Relationship Management
Education
University of Phoenix 2012 — 2015
Business, Management, Marketing, and Related Support Services
The University of Texas at Austin 1993 — 1998
Kinesiology and Exercise Science
Tutti Dynamics Inc. 2014 - Present
Bank of America Merrill Lynch 2010 - 2013
Merrill Lynch June 2009 - August 2009
Office of U.S. Congressman Robin Hayes June 2008 - August 2008
Skills
Investment Banking, Business Planning, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Investments
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Corporate Finance
Bank of America Merrill Lynch June 2014 - Present
Bank of AmericaMerrill Lynch May 2010 - Present
University of Kansas August 2008 - May 2010
University of Kansas 2006 - 2010
Merrill Lynch 2009 - 2009
Education
The University of Kansas 2006 — 2010
Business - Finance, Finance, General
JF HOLDINGS March 2015 - Present
Goldman Sachs October 2010 - March 2015
Bank of America Merrill Lynch June 2009 - October 2010
Skills
Financial Modeling, Financial Analysis, Due Diligence, Real Estate Economics, Capital Markets, Alternative Investments, Asset Management, Business Valuation, Corporate Finance, Finance, Management, Mergers
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Bank of America Merrill Lynch July 2015 - Present
Natixis June 2014 - August 2014
Matrix Petroleum LLC May 2013 - August 2013
Twin Eagle Resource Management May 2012 - August 2012
Quantum Energy Partners May 2010 - August 2010
Skills
Natural Gas, Valuation, Energy, Financial Modeling, Commodity Markets, Hedging, Energy Industry, Corporate Finance, Due Diligence, Financial Analysis, Commodity, Mergers & Acquisitions
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2015 - Present
US Bank Commercial Banking August 2010 - June 2015
Wells Fargo March 2005 - August 2010
TCG Capital Advisors 2001 - 2005
EKS&H 2000 - 2001
US Bank / Colorado National Bank 1996 - 2000
PACE Communications 1992 - 1994
EY 1990 - 1992
GE Capital 1980 - 1990
Skills
Financial Analysis, Banking, Loans, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Finance, Mergers & Acquisitions, Portfolio Management, Small Business Lending, Financial Modeling, Corporate Finance
Education
The University of Texas at Austin 1974 — 1977
BBA, Finance, General
Avista Capital Partners April 2015 - Present
Irving Place Capital April 2012 - March 2015
Adams Street Partners April 2010 - April 2012
Bank of America Merrill Lynch June 2006 - June 2009
UBS Investment Bank May 2005 - August 2005
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Business Honors, Finance
Mayer Electric Supply Co., Inc. August 2015 - Present
Bank of America Merrill Lynch May 2015 - Present
Knight and Hooper October 2014 - April 2015
Gander Mountain July 2014 - October 2014
Black Creek Club March 2013 - August 2014
Monsanto Company 2008 - 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Retail Sales, Teamwork, Social Media, Oral Communication, Customer Service, Fundraising, Business Writing, Product Knowledge, Public Speaking, Consumer Behaviour, Social Media..., PowerPoint, Sales, Team Building, Marketing, Customer Satisfaction, Facebook, Budgets, Social Media Marketing, Social Networking, Time Management, Advertising, Marketing Strategy, Public Relations, Account Management, Marketing Communications, Sales Management, Financial Analysis
Education
The University of Tennessee at Chattanooga 2012 — 2016
Bachelor's degree, Business Marketing
Westview HIgh School 2008 — 2012
Grant Thornton LLP August 2015 - Present
Kappa Kappa Gamma November 2014 - Present
Koch Ag & Energy Solutions, LLC May 2015 - August 2015
KU Marketing Club April 2014 - April 2015
Bank of America Merrill Lynch December 2014 - January 2015
New Rain Solutions January 2013 - January 2015
Kappa Kappa Gamma November 2013 - November 2014
Bank of America Merrill Lynch May 2014 - August 2014
University of Kansas Athletics August 2012 - May 2013
Ironman World Triathlon Corporation January 2012 - January 2013
Skills
Sales, Analysis, Consulting, Sponsorship, Advertising, Social Media Marketing, Marketing, Marketing Communications, Marketing Strategy
Education
University of Kansas 2012 — 2016
Bachelor's Degree, Supply Chain Management & Human Resource Management
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch March 2015 - May 2015
The University of Memphis February 2013 - May 2015
US Navy May 2008 - May 2015
US Navy June 2008 - September 2008
Skills
Investment Banking, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Bloomberg Terminal, Leadership, Nuclear, Engineering, Project Management, Team Building, Management, Operational Planning, Top Secret, Quality Assurance, Military, Positive Can-do Attitude, Public Speaking, University Teaching, Recruiting, Security Clearance, Quality Management, National Security, Government, Military Experience, Military Operations, Navy
Education
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Core Engineering Curriculum
Breaking Into Wall Street 2014 — 2014
Financial Modeling Fundamentals, Investment Banking
The University of Memphis 2013 — 2015
Master of Business Administration (MBA), Finance, 3.92
Bank of America Merrill Lynch June 2015 - Present
Bank of the West June 2014 - June 2015
CHS Capital May 2011 - June 2014
Wells Fargo July 2008 - May 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Risk Management, Finance, Cash Management, Credit, Credit Analysis, Financial Modeling, Sarbanes-Oxley Act, Management, Leadership, Analysis, Sales, Customer Service, Banking
Education
The University of North Dakota
BBA, Finance
Bank of America Merrill Lynch July 2015 - Present
ReviveHealth August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Moody's June 2013 - August 2013
GC Marketing Services May 2012 - August 2012
PricewaterhouseCoopers July 2012 - July 2012
Dolphin Swimming December 2008 - March 2011
Skills
Proficient in Microsoft..., Social Media, Social Media Marketing, Public Speaking, Blogging, Microsoft Office, Event Planning, PowerPoint, Facebook, Leadership Development, Microsoft Excel, Data Analysis, Research, Microsoft Word, Social Networking, Organizational..., Teamwork
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Organizational Development; Corporate Strategy
The University of Edinburgh 2013 — 2013
Highgate Hotels August 2011 - Present
Bank of America Merrill Lynch 2007 - 2011
Bank of America Merrill Lynch 2003 - 2006
Skills
Cash Management, Portfolio Management, Process Improvement, Banking, Treasury, Financial Analysis, Forecasting, Finance, Loans, Credit, Treasury Management, Microsoft Excel, Corporate Finance, Cash Flow, Asset Management, Management, Customer Service, Leadership, Commercial Banking, Financial Services
Education
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch June 2015 - Present
FreshSight Ltd. January 2015 - April 2015
Terra Firma Capital Partners June 2014 - September 2014
Design Phase Inc. July 2013 - September 2013
Synergia Corp June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Spanish, Photoshop, MAS500, Final Cut Pro, Inventory Management, Facebook, Leadership, Public Speaking, Teamwork, Sales, Finance, Disruptive Technologies, Research, Event Planning, Social Media, Underwater Photography, Drive Train, Sewing, Dolphin, Trapeze
Education
The University of Edinburgh 2012 — 2016
Bachelor of Laws (LLB), Law and Economics
Lake Forest High School 2008 — 2012
High School Diploma
Lincoln International April 2011 - Present
Bank of America Merrill Lynch May 2004 - February 2011
Citigroup 1999 - 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Bank of America Merrill Lynch June 2015 - August 2015
Towers Watson May 2014 - August 2014
InfoData June 2012 - August 2012
Skills
SOA Exam: FM/2..., SOA: Exam: P/1..., Microsoft Excel, Valuation, Data Analysis, Bloomberg, PowerPoint, Financial Modeling, Microsoft Word, Customer Service, Capital IQ, SAS, Financial Analysis, Microsoft Office, Teamwork
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Math: Actuarial Science
HFF June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Peregrine Investments June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Sales, Finance, Social Media, Bloomberg, FactSet, Social Networking, Customer Service
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The Hockaday School 2007 — 2011
High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Citi June 2013 - August 2013
Coastal Energy Company May 2012 - August 2012
Citi July 2011 - July 2011
Skills
Accounting, Microsoft Excel
Education
The University of Texas at Austin 2011 — 2015
BBA, Business Honors and Finance
Bank of America Merrill Lynch July 2015 - Present
Haven Wealth Group, LLC February 2015 - July 2015
Gap Inc. May 2008 - August 2008
Skills
Financial Analysis, SPSS, Budget Monitoring, Portfolio Management, Revenue Analysis, Stock Market, Budget Management, Stock Management, Strategic Planning, Chartered Financial..., Statistics, Microsoft Excel, Data Analysis, Time Management, Access, Research, Leadership, Teamwork, Analysis, Microsoft Office
Education
University of St. Thomas (TX) 2014 — 2015
Master of Science (M.S.), Finance, General, 3.74/4.0
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Biology, General
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch June 2015 - August 2015
Blue Mantle Technology, a Talino Tech Company May 2014 - August 2014
Talino Tech August 2012 - January 2014
University of Dallas September 2012 - May 2013
Talino Tech June 2011 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Excel, Marketing, Teamwork, Public Speaking, Research, Data Analysis, Social Media, Nonprofits, Event Planning, Windows, Spanish, Customer Service
Education
The University of Dallas 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
The Heights School 2008 — 2012
SunTrust Robinson Humphrey September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Moonshine Bar August 2011 - May 2013
Chi Phi Fraternity November 2012 - November 2012
Inter-Fraternity Council November 2011 - November 2012
Chi Phi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Chi Phi November 2010 - November 2011
Chi Phi April 2011 - August 2011
Skills
Risk Management, Budgets, People Skills, Customer Service, Investments, Fundraising, Facebook, Portfolio Management, Leadership, Management, Financial Analysis, Microsoft Word, Finance
Education
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia 2010 — 2014
Bachelor's degree, Banking and Finance
University of the Patriots
University of the Patriots
The University of Texas at Austin October 2012 - October 2014
Bank of America Merrill Lynch June 2014 - August 2014
Lehigh Hanson June 2013 - August 2013
Kumon August 2010 - June 2012
Skills
Microsoft SQL Server, Visio, Visual Basic, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Lead Forensics September 2015 - Present
New Acquisitions July 2015 - September 2015
New Acquisitions June 2015 - July 2015
First Data Corporation January 2015 - June 2015
First Data Corporation June 2013 - 2015
First Data Corporation 2013 - June 2013
Bank of America Merrill Lynch May 2012 - December 2012
Skills
Public Relations, Social Networking, People Skills, Payments, Marketing Communications, Communication, People-oriented, Event Planning, Quick Thinker, Easy to Talk to, Public Speaking, Personality, Fitness, Success Driven, Sales, Sales Operations, Presentations, Sales Process, Experienced Speaker, Persuasive Speaker, Time Management, Account Management, Project Management, Corporate Communications, Internal Communications, Deadline Driven, Payment Systems, Payment Cards, Group Work, Strategic Planning, Customer Driven, Work Ethic, Ethical Decision Making, Facebook, Marketing, Social Media, PowerPoint, Leadership, Microsoft Word, Customer Service, B2B, Marketing Strategy, Teamwork, Salesforce.com, Research
Education
The University of Memphis 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Bank of America Merrill Lynch April 2015 - Present
Fidelity Investments August 2014 - April 2015
Fidelity Charitable June 2013 - July 2014
Appy LLC June 2011 - August 2011
Wheaton College (MA) September 2010 - May 2011
Skills
Economics, Financial Services, Time Management, Microsoft Excel, Research, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Finance
Education
Wheaton College (MA) 2009 — 2013
Bachelor's degree, Economics, 3.5 GPA
The University of Edinburgh
Economics
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch June 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Risk Management, Corporate Finance, Banking, Financial Structuring, Training
Education
The University of Texas at Austin 2007 — 2011
Bachelors of Science, Finance and Accounting, 3.7
Fundrise August 2013 - Present
WestMill Capital January 2012 - Present
Popularise January 2012 - Present
Fundrise January 2012 - July 2013
Northwestern Mutual October 2011 - January 2012
Bank of America Merrill Lynch January 2011 - April 2011
Office of Congressman Patrick Kennedy July 2008 - August 2008
Putnam Investments July 2006 - August 2006
Putnam Lovell NBF July 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Microsoft Excel, Finance, Economics, Investment Banking, Creative Real Estate..., Real Estate, Real Estate Development, Localization, Crowdfunding, Alternative Investments, Securities Regulation, Securities, Securities Offerings, Series 7, Series 63, Investment Properties, Investment Management, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Compliance, Due Diligence, Market Research, Start-ups, Operations Management, Commercial Leasing, Property Management, Process Engineering, Process Management, Process Optimization, Local Economic...
Education
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Finance, Mathematics
The University of Queensland 2010 — 2010
Economics, Mathematics
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Merrill Lynch May 2012 - July 2012
Printpack, Inc. Corporate Headquarters May 2011 - August 2011
Carr and Palmer, LLP May 2008 - December 2010
Skills
Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Data Access, Strategy, Excel, Word, Bloomberg, Zephyr, Capital Markets, SEC filings, Corporate Finance, Bonds, Financial Analysis, Financial Accounting, Public Speaking, Finance, Analysis, Accounting, Banking, Investments, Leadership, Portfolio Management, Microsoft Word
Education
The University of Georgia 2009 — 2013
Bachelor, Business Administration; Economics; GPA: 4.0
The Lovett School 2005 — 2009
Square Root, Inc. May 2014 - Present
IBM July 2012 - May 2014
Bank of America Merrill Lynch June 2011 - August 2011
Award Solutions July 2010 - August 2010
Skills
Java, C, Mobile Applications, Programming, SaaS, Eclipse, SQL, C++, Software Engineering, Python, MySQL, Software Development, Software Design, Integration
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Science (BS), Electrical and Computer Engineering
Rite-Hite 2014 - Present
University of Chicago Booth School of Business August 2012 - March 2014
Lakeview Equity Partners June 2013 - August 2013
Baird Capital Partners April 2013 - June 2013
Rite-Hite January 2012 - August 2012
Rite-Hite February 2011 - January 2012
Bank of America Merrill Lynch July 2010 - February 2011
KGB_ (formerly InfoNXX) June 2009 - September 2009
Morgan Stanley Smith Barney [Formerly Citi Smith Barney] February 2009 - June 2009
Aurora Health Care May 2007 - September 2007
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2007 — 2010
B.S., Economics
University School of Milwaukee 2002 — 2006
High School
Societe Generale July 2012 - Present
Bank of America Merrill Lynch September 2006 - March 2012
UBS Investment Bank September 1991 - August 2006
Skills
Equities, Investment Banking, Hedge Funds, Capital Markets, Equity Research, Valuation, Alternative Investments, Investments, Equity Derivatives, Emerging Markets, Private Equity, Asset Managment, Bloomberg, Financial Markets, Structured Products, Asset Management, Cricket
Education
Edinburgh University 1987 — 1991
Bachelor of Commerce, Business Studies
Eton College 1981 — 1986
Wellesley House / Eton
Groupon June 2015 - August 2015
The Home Depot March 2013 - July 2014
The Home Depot July 2012 - March 2013
Bank of America Merrill Lynch July 2010 - June 2012
Raymond James Financial Inc. May 2009 - July 2009
Brookwood Associates July 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration
Bank of America Merrill Lynch July 2014 - Present
Maradia June 2006 - July 2013
Infinity Futures March 2000 - May 2006
Knight Ridder Financial / Bridge Information Systems 1993 - 1999
INTL FCStone Inc. 1992 - 1993
Lind-Waldock 1990 - 1991
Skills
Trading, Electronic Trading, Derivatives, Commodity, Hedge Funds, Trading Systems, FX Options, Options, Financial Analysis, FX trading, GMI, FINRA, Options Strategies, Account Management, Financial Markets, Trading Software, Risk Management, Commodities, Hedging, Equities, Option Pricing Models, Globex, Series 3, PATS, Direct Market Access, Order Entry, CQG, Client Service Oriented, Back Office, Clearing, Middle Office, Client Relations Skills, Trading Support, MS Excel Pivot Tables, Equity Trading, VMware Workstation, Allocations, Futures Trading, Sungard GMI, Financial Settlement, Option Expirations, Physical Delivery, Bloomberg Terminal, IPv4, IPv6, ITIL v3 Foundations..., Excel, ISDA, Swaptions, CDS
Education
University of Kansas
Bachelor's degree
Loyola Academy
High School
Bank of America Merrill Lynch August 2007 - Present
Merrill Lynch February 2004 - August 2007
Entergy-Koch Trading May 2000 - February 2004
Koch Industries September 1997 - May 2000
Skills
Hedging, Derivatives, PJM, Natural Gas, Commodity, Commodity Markets, Trading, Energy, Energy Markets, Financial Analysis, Financial Modeling, Options, Portfolio Management, Renewable Energy, Risk Management
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration, Accounting
PwC July 2015 - Present
PwC June 2014 - June 2015
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, PowerPoint, Valuation, Wealth Management
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science, Finance
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2012 - February 2015
University of Sheffield June 2011 - September 2011
University of Sheffield June 2010 - September 2010
University of Sheffield January 2010 - March 2010
Skills
Ruby on Rails, Java, Python, XNA, Eclipse, Ruby, Haskell, Programming, Computer Science, OOP, Android, CSS, Git, Linux, Machine Learning, Software Development, Test Driven Development, UML, MySQL, PHP, jQuery, JavaScript, Testing, Subversion, Unix Shell Scripting, Unix, XML, Web Applications, SQL, Software Engineering, C#
Education
The University of Sheffield 2008 — 2012
Master of Computing, Computer Science, First class
The Grove Comprehensive 2000 — 2007
Mathematics, Physics, Chemistry
Bank of America Merrill Lynch 2007 - Present
Bank of America 2005 - 2007
Banc of America Securities, LLC 2002 - 2005
Banc of America Securities 1997 - 2002
Banc of America Securities, LLC 1994 - 1997
Education
The University of Texas at Arlington 1988 — 1992
BA, POLITICAL SCIENCE
Bank of Tokyo-Mitsubishi UFJ 2013 - Present
Bank of America Merrill Lynch January 2010 - August 2013
Bank of America Merrill Lynch, N.A. December 2007 - January 2010
Bank of America June 2005 - December 2006
Skills
Capital Markets, Financial Modeling, Portfolio Management, Credit Analysis, Investment Banking, Corporate Finance, Credit, Investments, Financial Structuring, Financial Analysis, Valuation, Banking, Private Equity, Equities, Commercial Banking, Cash Flow Lending, Cash Flow Forecasting, Projection Modeling, Financial Projection, Financial Statement..., Industry Research, Risk Assessment, Underwriting, Risk Management
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch August 2013 - November 2014
Bank of America May 2012 - August 2013
Bank of America January 2010 - May 2012
Bank of America July 2009 - January 2010
Skills
Retail Banking, Banking, Project Management, Commercial Banking, Loans, Management, Consumer Lending, Risk Management, Cross Selling, Lines Of Credit, Sales, Customer Service, Event Planning, Credit
Education
The University of Texas at Austin 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bank of America Merrill Lynch October 2008 - October 2011
HSBC August 2000 - July 2008
Skills
Macroeconomics, Valuation, Equity Research, Equities, Bloomberg, Global Tactical Asset..., Asset Allocation, Native German speaker, Fluent English, Basic French speaker, Economic Research, Economics, Global Macro, Equity Valuation, Datastream, Reuters, Factset, Excel, Word, PowerPoint, Financial Modeling, Strategic Thinking, CFA charterholder, Report Writing
Education
CFA Institute 2000 — 2003
CFA Charterholder
The University of Edinburgh 1996 — 2000
Bcomm (MA), Business Studies and Economics
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2011 - January 2014
Bank of America Merrill Lynch September 2007 - January 2011
Aeris Communications June 2000 - July 2005
Shakai Racing 1992 - 2001
CellNet Data Systems September 1999 - June 2000
International Business Machines August 1997 - September 1999
Skills
Mergers, Corporate Finance, Investment Banking, Start-ups, Restructuring, Acquisition Integration, IPO, Divestitures, Financial Services, Telecommunications, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Corporate Development, Equities
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of California, Davis 1993 — 1997
Bachelor of Science
City National Bank November 2014 - Present
SunTrust Bank April 2013 - November 2014
Bank of America Merrill Lynch August 2011 - April 2013
JPMorgan 2004 - August 2011
KPMG 2002 - 2004
Education
UCLA Anderson School of Management 2003 — 2006
MBA
The University of Texas at Austin 1991 — 1996
BBA, Accounting
Credit Suisse March 2011 - Present
Bank of America Merrill Lynch April 2004 - March 2011
American National Bank January 2002 - April 2004
American National Bank (JP Morgan) August 2000 - January 2002
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance, Strategic Management and Entreprenuership
University of Dayton 1996 — 2000
BA, Finance
ZeroChaos November 2013 - May 2015
Bank of America Merrill Lynch December 2010 - July 2013
Bank of America February 2002 - December 2010
Bank of America October 1999 - February 2002
Bank of America April 1998 - October 1999
Bank of America July 1997 - March 1998
Bank of America March 1996 - July 1997
InterVoice February 1991 - March 1996
Skills
Project Management, Process Improvement, Technology Process..., Business Process Design, DMAIC, Six Sigma, Green Belt, Lean Six Sigma, Continuous Process..., Black Belt, IT Project & Program..., Meeting Facilitation, Management, Vendor Management, Information Technology, Banking, Risk Management, Strategic Planning, Call Centers, Business Analysis, Functional Requirements, Functional Design, Telecommunications, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Project, Access, Functional Testing, User Acceptance Testing, Regression Testing, SDLC, New Business Development, Project Implementation, Software Implementation, Business Case..., Project Charter, WBS, Problem Management, Stakeholder Engagement, Lessons Learned, Key Metrics, Metrics, Technical Presentations, Presentation Design
Education
The University of Georgia
Bachelor’s Degree, Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of the West 2011 - May 2015
Bank of America August 2004 - December 2011
Skills
Loans, Underwriting, Credit, Credit Analysis, Loan Origination, Asset Management, Real Estate Financing, Commercial Banking, Portfolio Management, Lines Of Credit, Mortgage Banking, Commercial Lending, Banking, Financial Structuring, Construction Loans, Real Estate Economics, Credit Risk, Real Estate, Commercial Real Estate, Risk Management
Education
Edinburgh University
Edinburgh Business School MBA, Finance
Fifth Third Bank June 2015 - Present
U.S. Trust January 2013 - May 2015
Bank of America Merrill Lynch September 2009 - January 2013
U.S. Trust, Bank of America Private Wealth Management January 2001 - November 2009
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Finance, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Series 7, Leadership, Equity Research, Risk Management, Private Banking, Investment Management, Retirement Planning, Bloomberg, Asset Managment, Investment Advisory, Securities, Financial Modeling, Wealth Management..., Loans, High Net Worth..., Strategic Planning
Education
The University of Georgia 1993 — 1998
Bachelor of Science (BS), Economics
The Lovett School, Atlanta 1986 — 1993
Bank of America Merrill Lynch January 2015 - Present
Abowd & Rose Financial Group August 2012 - January 2015
Bank of America Merrill Lynch February 2011 - March 2012
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, IRAs, Investments, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Risk Management, Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Prospecting Skills, Sales, Finance, Retirement, Long Term Care Insurance, Fixed Annuities, Securities, Mutual Funds, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planners, Series 7, Investment Advisory, Insurance, Financial Services, Financial Planning
Education
University of Nevada-Reno 2005 — 2007
BS, Finance
The University of Kansas 2003 — 2004
Houlihan Lokey July 2014 - Present
The Boston Consulting Group July 2013 - June 2014
Bank of America Merrill Lynch June 2012 - August 2012
RAND Corporation 2009 - June 2011
Chatham House September 2008 - December 2008
RAND June 2005 - July 2007
Skills
Research, Policy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Strategic Management
The University of Edinburgh 2007 — 2008
Masters, International Business & Emerging Markets
University of Pennsylvania 2001 — 2005
Bachelor of Science, International Relations
PSP Capital Partners, LLC August 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2011
Bank of America Merrill Lynch May 2007 - June 2010
Banc of America Securities May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, LBO, Bloomberg, Private Equity, Corporate Finance, Credit Analysis, Series 7, Financial Analysis, Due Diligence, Alternative Investments, Equity Research, Equities, Portfolio Management, Leveraged Finance
Education
Wake Forest University 2003 — 2007
Bachelor of Science, Finance and International Studies (minor)
The University of Queensland 2005 — 2006
Bank of America Merrill Lynch January 1998 - Present
Compass Bank June 1995 - December 1997
Skills
Commercial Banking, Portfolio Management, Financial Analysis, Risk Management, Investments, Finance, Cash Management, Capital Markets, Treasury Management, Sales Management, Credit Analysis, Telecommunications, Corporate Finance, Credit, Treasury Services, Team Leadership, Banking, Treasury, Financial Risk, Sales, Financial Services, Commercial Lending, Financial Modeling
Education
University of Kansas 1990 — 1995
Bachelor of Science (BS), Business, Accounting, Psychology
Bank of America Merrill Lynch 2010 - Present
Tygris Asset Finance 2008 - 2009
GE Commercial Finance 2006 - 2008
Montgomery Street Financial 2005 - 2006
Bank of America Leasing 1994 - 2004
IBM Credit Corporation 1991 - 1994
Skills
Middle Market, Structured Finance, Financial Structuring, Syndications, Asset Based Lending, Debt, Capital Markets, Portfolio Management
Education
The University of Connecticut School of Business 1987 — 1991
B.S., Finance
Bank of America - Merrill Lynch November 1977 - Present
Merrill Lynch 1977 - 2009
Education
The University of Texas at Austin 1978 — 1982
BBA, Marketing
Leerink Partners LLC 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Macquarie Bank 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 2000 - 2003
J.C. Bradford & Co 1994 - 1998
Skills
Series 7, Series 63, Series 79, Manage Client..., New Business Generation, Negotiation, Merger & Acquisitions, Capital Raising, Problem Solving, Deal Execution, LBO, Licensing, Defense, Capital Markets, Capital Structure, Corporate Finance, Convertible Bonds, Debt, Equities, Financial Modeling, Financial Analysis, Accounting, Business Strategy, New Business Development, New Business..., Healthcare, US Healthcare, Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Medical Devices, Mergers, Mergers & Acquisitions, Finance, Financial Structuring, FINRA, Leveraged Finance, Valuation, Investment Banking, M, IPO, Equity Valuation, Bloomberg, Equity Capital Markets, DCF, Financial Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Entrepreneurial Finance and Strategic Management
University of Pennsylvania 1990 — 1994
Bachelor of Arts, American History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science, Economics with a concentration in Finance
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley April 2014 - November 2014
RBC October 2010 - March 2014
RBC November 2009 - September 2010
CIBC November 2007 - November 2009
McMaster University October 2004 - July 2007
Skills
Funding Value Adjustment, FVA, CVA/DVA, Credit Valuation..., Derivatives, Pricing models, Fixed Income, Interest Rate..., Quantitative Analytics, Credit Derivatives, Stochastic Calculus, Financial Risk, Quantitative Finance, IR curves, OIS discounting, OIS, Counterparty Risk, Financial Modeling, Credit Risk, Structured Products, Risk Management, Commodity, Trading, Monte Carlo Simulation, VBA, Market Risk, Financial Markets, Valuation, Bonds, Analytics, Risk Models, commodity derivatives, Basel II, Capital Markets, VAR, Financial Engineering, Credit, Rates, IR derivatives, Structured Finance, Financial Services, Options, Risk Analysis, Investment Banking, incremental risk charge
Education
Christian-Albrechts-Universität zu Kiel 2001 — 2004
Dr. rer. nat.
High School Affliated to Nanjing Normal University
Bank of America Merrill Lynch August 2013 - Present
JP Morgan Chase 2008 - Present
JPMChase 2002 - Present
JP Morgan 1998 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase 2002 - 2007
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1998 - 1999
Ernst & Young 1989 - 1997
Education
The University of Glasgow 1985 — 1989
B.Sc, Physics
Bank of America Merrill Lynch June 2006 - Present
Merrill Lynch, Asia March 2005 - June 2006
Amtac Computer Inc. April 2001 - October 2004
Metiom Inc June 2000 - April 2001
DeepBridge February 2000 - May 2000
Skills
.NET, JavaScript, Operational Risk, Oracle, SQL Server, SSRS, C#, SSIS, Spotfire, Content Management, Operational Risk System..., PLSQL, Java, ASP.NET, CSS, Crystal Reports, Microsoft Excel, VBA
Education
The University of Stirling 1992 — 1994
Master of Science (MSc), Software Engineering
Wuhan University 1980 — 1984
Bachelor of Science (BS), Information Science/Studies
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2007 - 2008
Morgan Stanley 1997 - 2007
Port Authority of New York and New Jersey 1987 - 1997
Skills
Equities, IT Management, Fixed Income, Enterprise Architecture, Investment Banking
Education
The University of Texas at Austin 1970 — 1973
BSEE, Electrical Engineering
Bank of America Merrill Lynch June 1990 - Present
Skills
Derivatives, Trading, Capital Markets, Analytics, Technology, Regulatory Requirements, Project Management, Credit Analysis, Credit Derivatives, Fixed Income
Education
The University of Texas at Austin 1980 — 1983
BBA, Business - Finance
Stolbi Business Services December 2013 - Present
Xpress Technologies June 2014 - September 2015
Independent Consulting September 2011 - August 2013
Bank of America Merrill Lynch December 2010 - October 2011
Bank of America September 2006 - November 2010
Mayfair Partners January 1982 - 1997
NCNB 1986 - 1991
Lutheran Social Services 1986 - 1987
Skills
Customer Relations, Vendor Management, Management, Project Management, Process Improvement, IT Strategy, IT Management, Leadership, Integration, Strategic Planning, Business Analysis, Analysis, Risk Management
Education
The University of Georgia 1982 — 1986
BS, Economic Geography
Bolles 1979 — 1982
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch November 2009 - December 2012
Jefferies & Company June 2007 - March 2008
Jefferies & Company April 2005 - June 2007
Education
The University of Texas at Austin 1997 — 2001
Bachelors of Business Administration, Finance, Accounting, Math, Economics
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Guggenheim Securities April 2013 - July 2014
Bank of America Merrill Lynch July 2011 - March 2013
Samba Financial Group May 2006 - July 2009
Schlumberger June 2002 - March 2006
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Corporate Development, Media & Entertainment, Entrepreneurship, Relationship Management, Corporate Finance, Financial Modeling, Commercial Banking, M&A experience, Financial Analysis, Mergers, Equities, Banking, DCF Valuation, LBO, Due Diligence, Capital Markets
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
Vanderbilt University 1997 — 2001
B.E., Mechanical Engineering and Mathematics
Bank of America Merrill Lynch June 1987 - Present
Merrill Lynch & Co, Inc. 1987 - 2008
Education
The University of Edinburgh 1978 — 1982
MA (Hons), Economics
TEKsystems December 2012 - Present
BMC Capital June 2011 - December 2012
Bank of America Merrill Lynch January 2011 - July 2011
Enthra Intelli Co. June 2006 - October 2009
Skills
Financial Modeling, Management, Finance, Loans, Portfolio Management, Microsoft Excel, Mortgage Lending, Business Analysis, Cold Calling, Networking, SDLC, Analysis, Financial Analysis
Education
The University of Texas at San Antonio 2007 — 2010
B.S., Biology
The University of Texas at Arlington
Bank of America Merrill Lynch May 2015 - Present
BBVA February 2014 - May 2015
JPMorgan Chase October 2011 - February 2014
State Farm Insurance Company January 2006 - October 2011
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Health Insurance, Casualty, Life Insurance, Liability, Professional Liability, Legal Liability, Workers Compensation, General Insurance, Series 6, Finance, Customer Service, Investments, Marketing, Sales, Team Building, Microsoft Office, Strategic Planning, Account Management, Leadership, Marketing Strategy
Education
The University of Texas at Arlington 2000 — 2005
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch February 2009 - February 2012
Merrill Lynch July 2006 - February 2009
Merrill Lynch June 2005 - August 2005
Education
The University of Kansas 2003 — 2006
BS, Business- Accounting
Bank of America Merrill Lynch July 2014 - Present
Bank of America April 2012 - June 2014
Bank of America September 2010 - April 2012
Ally Bank June 2009 - July 2010
Bank of America 1997 - 2007
Deutsche Bank, London 1996 - 1997
Coopers & Lybrand, Australia 1986 - 1989
Skills
Risk Management, Banking, Governance, Credit Risk, Policy, Market Risk, Enterprise Risk..., Portfolio Management, Leadership, Business Analysis, Change Management, Operational Risk..., Financial Risk, Enterprise Software, Operational Risk, Project Management
Education
The University of Queensland 1983 — 1985
Bachelor of Commerce (B.Com.), Accounting and Economics
The Wicks Group August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
B.A., Economics, History; Summa Cum Laude
The University of Edinburgh
Millburn Senior High School 2003 — 2007
BDT Capital Partners August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Global Platinum Securities May 2010 - August 2011
Brumberg for Congress June 2010 - July 2010
AXA Advisors May 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.S., Major: Finance, International Business Minor:Mathematics
The University of Hong Kong
NISA Investment Advisors 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Bank of America Merrill Lynch February 2013 - July 2013
Bank of America Merrill Lynch August 2010 - February 2013
Skills
Series 7, Series 63, Series 3, FINRA, Financial Modeling, Financial Analysis, Finance
Education
University of Virginia 2006 — 2010
B.S. in Commerce, Finance and Management
The University of Chicago Booth School of Business
Post-graduate audit, Class: "Futures, Forwards, Options & Swaps"
2015 Level II Candidate in the CFA Program
Google July 2011 - Present
Bank of America Merrill Lynch June 2010 - June 2011
Skills
Research, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Training, Photoshop, SEO, SEO Audits, Project Management, Google Analytics, Technical Writing, Technical Support, Strategic Partnerships, Conference Speaking, SQL, Microsoft Powerpoint, HTML, Data Analysis
Education
The University of Texas at Austin 2006 — 2010
Bachelor’s Degree, Management Information Systems, General
Martin Energy Trading November 2012 - Present
Bank of America Merrill Lynch January 2009 - September 2011
Merrill Lynch November 2004 - December 2008
Koch Energy Trading / EntergyKoch Trading July 1995 - October 2004
Skills
Product Control, Risk Control, Commodity Markets, Market Data
Education
The University of Texas at Austin
BBA, Petroleum Land Mgmt/Acctg
Bank of America Merrill Lynch April 2010 - Present
AIG Investments June 2008 - April 2010
FirstLight Financial Corporation April 2007 - May 2008
Deloitte Financial Advisory Services, LLP February 2006 - April 2007
Skills
Financial Modeling, Equities, Corporate Finance, Capital Markets, Financial Analysis, Valuation, Portfolio Management, Hedge Funds, Leveraged Finance, Fixed Income, Financial Structuring, Private Equity, Credit, Investment Banking
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Finance & Accounting
University of Johannesburg 1997 — 2000
Bachelor of Commerce
St Stithians
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo Bank May 2009 - May 2015
Wells Fargo January 2007 - May 2009
Alcon Enterprises July 2001 - July 2006
Skills
Wells Fargo Credit..., Corporate Banking, Commercial B, Credit Analysis, Underwriting, Treasury Management, New Business Development, Business Analysis, Financial Analysis, Loan Origination, Loan Documents, Credit, Microsoft Excel, Microsoft Word, Commercial Banking
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Entrepreneurial Studies
Bank of America Merrill Lynch June 1996 - Present
Merrill Lynch June 1996 - December 2008
Skills
Capital Markets, Derivatives, Foreign Exchange, Fixed Income, Middle Office, Structured Products, FX Options, Credit Derivatives, Hedge Funds, Interest Rate..., Equity Derivatives, Finance, Risk Management, Operational Risk, Credit Risk, Investment Banking, Prime Brokerage, Securities, Market Risk, Equities, Bloomberg, Trading, Financial Modeling, Corporate Finance
Education
The University of Hull
Accountancy
One Eyed Buffalo Brewing Company April 2015 - Present
Crown Holdings, Inc. February 2013 - April 2015
Bank of America Merrill Lynch May 2012 - January 2013
US Navy December 1997 - April 2012
US Navy May 1991 - December 1997
Skills
Military Operations, Program Management, Navy, SQF Practitioner, Human Resources, Operational Planning, Command, Defense, DoD, Leadership, Military, Military Experience, Training, Government, National Security, Government Contracting
Education
University of San Diego 2002 — 2003
Master of Science (MS), Global Leadership
The University of Texas at Austin 1996 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Balboa High School
Triangle Petroleum Corporation April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Austin Sports and Social Club May 2009 - December 2010
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs November 2014 - Present
Bank of America Merrill Lynch June 2010 - November 2014
MF Global October 2007 - June 2010
Skills
Credit, Portfolio Management, Financial Risk, Derivatives, Credit Risk, Microsoft Excel, Bloomberg, Financial Statement..., Hedge Funds
Education
The University of Texas at Austin 2002 — 2007
BBA, BA, Finance, English
The John Cooper School 1995 — 2001
Bank of America Merrill Lynch August 2000 - Present
Skills
Risk Management, Process Improvement, Financial Services, Wealth Management
Education
The University of Texas at Arlington 1981 — 1986
Bachelor of Science (BS), Accounting
Pattern Energy January 2014 - Present
Bank of America Merrill Lynch February 2013 - October 2013
Bank of America Merrill Lynch July 2010 - January 2013
Bank of America Merrill Lynch June 2009 - August 2009
Education
The University of Texas at Austin 2007 — 2010
Finance, Business
Universidad de Deusto 2008 — 2008
Liberal Arts, Spanish and Iberian Studies
Bank of America July 1998 - Present
Bank of America Merrill Lynch July 1998 - Present
Education
The University of Texas at Austin 1995 — 1999
Economics