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
Bridge Bank June 2013 - Present
Bank of America Merrill Lynch January 2011 - March 2013
Bank of America March 2009 - January 2011
Bank of America April 2008 - March 2009
Bank of America April 2006 - April 2008
Bank of America October 2004 - April 2006
Skills
Client Training, Employee Training, Team Leadership, Operational Excellence, Customer Service, Branch Banking, Team Building, Volunteer Management, Customer Relations, Management, Sales Management, Sales Management..., Commercial Banking, Commercial Lending, Sales, Portfolio Management, Retail Banking
Education
University of Saint Thomas 1999 — 2003
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
The University of Texas at San Antonio
Marketing/Marketing Management, General
Bank of America Merrill Lynch October 2014 - Present
Gruss Capital Management August 2014 - September 2014
UBS Investment Bank December 2003 - June 2014
ABN AMRO Bank October 2001 - November 2003
Goldman Sachs June 1994 - September 2001
Skills
Hedge Funds, Equities, Prime Brokerage, Fixed Income, Derivatives, Middle Office, Series 7, Team Management, Capital Markets, Investment Banking, Swaps, FX Options, Relationship Management, Problem Solving, Portfolio Accounting, Collateral Management, Revenue Enhancement, Securities Lending, Balance Sheet..., Portfolio Management
Education
Trinity College, Dublin 1987 — 1990
Bachelor's degree, Computer Studies
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Black Knight Partners June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Investment Banking, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Corporate Finance
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Wilshire Associates April 2009 - August 2010
HBK Capital Management February 2006 - May 2008
Ernst & Young, LLP July 2003 - February 2006
Ernst & Young, LLP January 2002 - March 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Hedge Funds, Due Diligence, Bloomberg, Accounting, Investments, Financial Reporting, Equities, Asset Managment, Finance, Mergers, DCF, Equity Valuation, Credit Analysis, Financial Markets, Capital Markets, Fund Of Funds, CPA, Alternative Investments, LBO, Mutual Funds, Auditing, Investment Banking, Mergers & Acquisitions, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
Master of Professional Accounting, Accounting and Business/Management
Bank of America Merrill Lynch June 2014 - August 2014
Dulsco January 2011 - June 2011
POSITIVE PACKAGING UNITED (M.E)FZC August 2009 - October 2009
Skills
Microsoft Office, C++, HTML 5, CSS3, JavaScript, Java, Network Architecture, HTML5, CSS, Research, Network Design, Teamwork, Photoshop, English, Bootstrapping, Telecommunications..., Network Security, iOS development, HTML, C, Matlab, Web Development, Visual Studio, Windows, Linux, Programming
Education
The University of Texas at Dallas 2013 — 2014
Master's Degree, Telecommunications Engineering, 3.5/4
Birla Institute of Technology and Science 2008 — 2012
Bachelor's Degree, Electrical, Electronics and Communications Engineering, 8.4/10
EY 2015 - Present
National Center for Policy Analysis 2015 - Present
Montgomery Coscia Greilich LLP Certified Public Accountants 2014 - 2014
Goldman Sachs 2010 - 2014
MetLife 2009 - 2010
Bank of America Merrill Lynch 2007 - 2009
Edward Jones 2006 - 2007
US Army 1999 - 2006
Skills
Financial Accounting, Tax Accounting, Tax Preparation, Tax Advisory, Finacial Management, Investment Management, Estate Planning, Property & Casualty..., Life Insurance, Financial Analysis, Financial Modeling, Risk Management, Risk Assessment, Risk Analysis, Certified Financial..., Licensed Life & Health..., Accounting, Cost Accounting, Financial Reporting, Financial Regulation, Auditing, Internal Audit, Internal Controls, External Audit, Microsoft Excel, Fast Tax, Financial Audits, Investment Strategies, Alternative Investments, Hedge Funds, Hedge Accounting, REIT, Partnership Taxation, Business Entity..., Business Process..., New Business Development, Radio Broadcasting, Radio, Operational Risk..., Operational Excellence, Creative Problem Solving, Team Building, Organizational..., Business Planning, Business Tax Planning, Small Business Tax, Goal-oriented...
Education
Dallas Baptist University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Project Management
The University of Texas at Dallas 2010 — 2012
Graduate Courses for Accounting
Texas Christian University 1999 — 2003
Bachelor of Science (BS), Communications
WHS
Hewlett-Packard August 2014 - Present
Bank of America Merrill Lynch August 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2012
3M May 2010 - August 2010
Best Buy August 2007 - February 2010
Skills
Finance, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Leadership, Accounting, Analysis, Financial Statements, SAP, SAP BW, SAP BI, Essbase, Budgeting, Forecasting, Variance Analysis, Monthly Close, Year-end Close, Accruals, Annual Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance Major, Accounting Minor
Bank of America Merrill Lynch August 2013 - June 2015
Credit Suisse January 2012 - August 2013
JobMeadow June 2010 - December 2011
Credit Suisse December 2008 - February 2009
Credit Suisse 2009 - 2009
Skills
SQL, PHP, HTML5, Photoshop, Microsoft Office, Valuation, Fundamental Research, IFRS, US GAAP, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2010
Bachelor of Commerce/Bachelor of Economics, Accounting, Finance, Economics
University of New South Wales 2006 — 2010
Bachelor of Commerce/Bachelor of Economics, Accounting, Finance, Economics
Google January 2014 - Present
Google June 2011 - December 2013
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Data Analysis, Microsoft Excel, Business Analysis, Financial Reporting, Competitive Analysis, Analysis, Finance, Business Intelligence, Forecasting, Meticulous
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
PartsTrader LLC April 2015 - May 2015
Bank of America - Merrill Lynch March 2012 - June 2014
Bank of America - Merrill Lynch August 2008 - December 2010
LaSalle Bank January 2007 - August 2008
LaSalle Bank January 2000 - August 2008
Skills
SWIFT payments, Banking, Internet Banking, Commercial Banking, Treasury Management, Research & Analysis, Root Cause Analysis, Workflow Process, Customer Service, Client Education, Strategic Planning, Browser Maintenance, Superior Client Service, Cash Management, Bank Reconciliation, Account Reconciliation, Troubleshooting, Process Improvement, Financial Reporting, ACH, Business Analysis, Payments, Software Documentation, Electronic Payments, Risk Management, Vendor Management, Disaster Recovery, Retail Banking, SDLC, ITIL, Client Services, Lotus Notes, IT Management, Access
Education
Triton College 1975 — 1978
Computer Science
Bank of America Merrill Lynch April 2014 - Present
Stone & McCarthy Research Associates November 2008 - November 2012
Stone & McCarthy Research Associates July 2004 - November 2008
Stone & McCarthy Research Associates March 2001 - July 2004
Stone & McCarthy Research Associates March 1999 - March 2001
Skills
Microsoft Office, HTML, Data Analysis, Forecasting, Bloomberg Terminal, Macroeconomics, Databases, Financial Markets, Using Excel Correlations, Conversant in Korean
Education
Thomas Edison State College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Vermont 1993 — 1996
Bachelor of Science in Nursing
Cockrell Interests, Inc. September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Dos Rios Partners January 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stream Realty Partners June 2012 - September 2012
Prospera Financial May 2011 - August 2011
Skills
Microsoft Office, Event Planning, iMovie, Triathlon, Fishing, Poker, Snowboarding, Ski
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Finance, Business Honors
Bank of America Merrill Lynch June 2005 - November 2011
Banc of America Investments November 2002 - June 2005
Morgan Stanley Dean Witter July 1984 - February 2002
Skills
Series 7, Leadership Development, Series 24, Performance Improvement, Investment Products, Change Management, Process Improvement, Series 63, Compliance, Investments, Management, Financial Services, Sales, Project Management, Coaching, Banking, Risk Management, Wealth Management
Education
Trinity University
Biology - Pre Med
Ursuline Academy/Jesuit College Prep
Cantor Fitzgerald - Cantor Commercial Real Estate March 2013 - Present
Ernst & Young October 2011 - March 2013
Tufts Student Resources December 2009 - April 2011
Tufts Alpha Fund and Financial Group January 2008 - February 2011
Bank of America Merrill Lynch June 2010 - August 2010
Leonard Carmichael Society September 2008 - March 2010
Tufts Telefund January 2008 - June 2008
Skills
Capital Markets, Equities, Entrepreneurship, Analysis, Financial Modeling, Financial Analysis, Credit, Bloomberg Terminal, Stata, Microsoft Excel, QuickBooks, Finance, Due Diligence, Investments, Portfolio Management, Research, Structured Finance
Education
Tufts University 2007 — 2011
Bachelor of Arts, Economics
Fordham Preparatory High School 2003 — 2007
B.A.F. Management, LP March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Deutsche Bank September 2010 - July 2013
Charles Schwab May 2008 - July 2008
University of North Texas Health Science Center May 2003 - August 2005
Skills
KDB, Market Data, Trading Systems, Electronic Trading, Trading System
Education
The University of Texas at Austin 2006 — 2010
B.S., Pure Mathematics
Bank of America Merrill Lynch July 2004 - Present
Skills
Investments, Hedge Funds, Financial Analysis
Education
Towson University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
HD Supply July 2013 - Present
HD Supply June 2010 - June 2013
HD Supply February 2008 - June 2010
HD Supply July 2007 - February 2008
The Home Depot October 2006 - July 2007
The Home Depot July 2005 - October 2006
The Home Depot June 2004 - August 2004
Stonebridge Associates 2000 - 2003
Bank of America Merrill Lynch 1999 - 2000
Skills
Acquisitions, Financial Modeling, Business Development, Investor Relations, Finance, Investment Banking, Private Equity, Due Diligence, Corporate Development, Financial Analysis, Strategic Planning, Valuation, Corporate Finance, Board of Directors, Growth Strategies, Strategic Growth..., Operational Excellence, Strategic Communications, Divestitures
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance & Strategy
Trinity College-Hartford 1995 — 1999
Bachelor's Degree, Economics
Middlesex School 1992 — 1995
High School
Infor July 2014 - Present
University of Texas at Dallas January 2014 - Present
Raytheon December 2011 - July 2014
Bank of America Merrill Lynch May 2011 - December 2011
University of Texas at Dallas August 2007 - November 2011
Skills
Java, Hadoop, Eclipse, Git, MapReduce, NetBeans, Maven, Apache Pig, HBase, semantic similarity, Unsupervised Learning, Sentiment Analysis, JavaScript, Subversion, MySQL, CentOS, Apache Mahout, R, Stanford Parser, Stanford NER, WordNet, Software Design Patterns, SOA, Solr, Gerrit, Apache OpenNLP, restFB, RDF/RDFS, SPARQL, Fuseki, OWL, Accumulo, Jetty, Simmetrics, C/C++ STL, Aptana, AJAX, Dojo, PHP, Ubuntu, VirtualBox, HTML 5, CSS, Firebug, Chrome Developer Tools, Redmine, Flash, Perl, RS-232, JMeter
Education
The University of Texas at Dallas 2007 — 2011
Doctor of Philosophy (Ph.D.), Computer Science
University of Texas at Dallas 2007 — 2011
Doctor of Philosophy (Ph.D.), Nov. 2011, Computer Science, GPA: 3.744
Fidelity Investments July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Tufts Venture Fund January 2013 - December 2013
Fidelity Investments June 2013 - August 2013
Skills
Financial Modeling, Market Research, Portfolio Management, Management, Start-ups, Economic Modeling
Education
Tufts University 2011 — 2015
Summa Cum Laude, Bachelor of Science with a double major in Mathematics and Quantitative Economics
El Paso Electric Company August 2015 - Present
The University of Texas at El Paso May 2013 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
El Paso Electric Company May 2012 - September 2012
The University of Texas at El Paso May 2011 - May 2012
Skills
Account Reconciliation, Customer Service, Disaster Recovery, Microsoft Office, Expense Reports, Analytical Skills, Teamwork, Access, Data Analysis, Analysis, QuickBooks, Accounting, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Higher Education, Time Management, Research
Education
The University of Texas at El Paso 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch July 2011 - Present
Skills
Cash Management, Working Capital..., Treasury Services, Transactional Banking, Strategic Planning, Business Strategy, Teamwork, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA
Wirtschaftsuniversität Wien 2010 — 2010
Merrill Lynch August 2012 - February 2015
Bank of America Merrill Lynch May 2011 - August 2012
The Law Office of Crystal Henderson June 2010 - August 2010
Kumon August 2009 - December 2009
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Equities, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Finance, Economics, Bloomberg Terminal, Investments, Access, Accounting, Outlook, Mutual Funds, Customer Service
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo January 2014 - Present
Citi January 2007 - January 2014
Wells Fargo (formerly Wachovia) April 2003 - January 2007
Allfirst Bank October 1994 - April 2003
Bank of America February 1983 - October 1994
Skills
Credit Analysis, Management, Business Development, Commercial Banking, Banking, Portfolio Management, Credit, Strategy, CRM, Loans, Credit Risk, Commercial Lending, Small Business Lending, Leadership, Retail Banking, Sales Management, Investments, Sales, Relationship Management, Mergers & Acquisitions, Marketing Strategy, Strategic Planning, Mortgage Lending, Finance, Risk Management, Series 63, Wealth Management, Treasury Management, Financial Analysis, Financial Services, Financial Risk, Direct Marketing, Series 7, Strategic Leadership, Direct Sales, Financial Modeling, Private Banking, Underwriting, Leadership Development, Training, Consumer Lending
Education
Towson University 1978 — 1982
Bachelorâs Degree, Business Administration & Economics
Bank of America Merrill Lynch August 2015 - Present
Vesalius Research Center, VIB, KU Leuven July 2013 - January 2015
Tulane University August 2008 - May 2013
Tulane University August 2008 - May 2010
University of Virginia January 2006 - May 2008
University of Virginia October 2004 - October 2006
Skills
Biomedical Engineering, Cell, Cell Culture, Biomechanics, Microscopy, In Vitro, Bioengineering, Tissue Culture, Laboratory, Experimental Design, Fluorescence Microscopy, In Vivo, Data Analysis, Tissue Engineering, Microfluidics, Regenerative Medicine, Flow Cytometry, Molecular Biology, Biomaterials, Mathematical Modeling, Biotechnology, Confocal Microscopy, Matlab, Image Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Tulane University 2008 — 2013
Doctor of Philosophy, Biomedical Engineering
University of Virginia 2004 — 2008
BS, Biomedical Engineering
Google May 2015 - Present
Bank of America Merrill Lynch July 2012 - May 2015
Dewey & LeBoeuf LLP January 2010 - May 2012
Harry Winston May 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2009
BA, Honors in American Studies
Prudential Financial July 2015 - Present
Bank of America Merrill Lynch March 2008 - Present
Merrill Lynch May 2005 - March 2008
Merrill Lynch March 2005 - March 2008
Merrill Lynch March 1997 - March 2005
Sun Federal Credit Union 1994 - 1997
Northeast Savings 1987 - 1992
Papa Gino's 1985 - 1992
Skills
Product Management, Equity compensation..., Participant education, Retirement, 401k, Customer Relations, Retirement Services, Product Development, Sales Support, Series 7, Effective Communications, Series 66
Education
Trent University 1981 — 1985
BA-Honors, Political Science
University of Pennsylvania 1980 — 1981
Physics
Bank of America Merrill Lynch November 2013 - Present
You Name It Customized Rings June 2012 - June 2013
Center for Professional Excellence @ UTSA April 2011 - May 2013
Bill Miller BBQ June 2009 - March 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Student Development, Event Planning, Accounting, Teamwork, Customer Satisfaction, Fundraising, Group Leadership, Child Development, Sales, Leadership Development, Marketing
Education
The University of Texas 2008 — 2013
Bachelor of Business Administration, Finance
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration, Finance
NL Financial January 2012 - January 2014
Bank of America Merrill Lynch March 2012 - August 2012
IntercontinentalExchange, Inc. October 2009 - December 2010
Burkenroad Reports January 2009 - May 2009
PRN Options June 2007 - August 2007
PRN Options June 2007 - August 2007
Skills
Bloomberg, Equities, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Access, Options, Investments, Trading, Research
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.)
Tulane University 2008 — 2009
Masters
Tulane University 2004 — 2008
Bachelor of Science in Management
Marketo February 2013 - Present
Hara July 2012 - February 2013
Greentech Capital Advisors 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
Goldman Sachs 2007 - 2008
Education
Tulane University 2005 — 2009
BSM, Finance, Spanish
Bank of America Merrill Lynch April 2000 - Present
Banc of America Securities April 2000 - March 2009
UBS Investment Bank September 1999 - April 2000
Brown & Wood LLP September 1994 - August 1999
Skills
Equity Derivatives, Securities, Hedge Funds, Securities Regulation, Prime Brokerage
Education
Vanderbilt University Law School 1991 — 1994
J.D., Law
Trinity College-Hartford 1985 — 1989
B.A., History
Bank of America Merrill Lynch November 2014 - Present
JPMorgan Chase July 2010 - September 2013
Skills
Banking, Finance, Small Business, Loans, Credit, Mortgage Lending, Small Business Lending, Commercial Banking, Consumer Lending, Relationship Management, Investments, Portfolio Management, Financial Analysis, Risk Management
Education
Trinity Valley Community College 1999 — 2001
Business
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
Bank of America Merrill Lynch July 2014 - Present
Rosemary Coffman Attorney at Law September 2013 - May 2014
Cadence Bank, N.A. June 2013 - August 2013
Penick-Allison Tennis Center January 2012 - June 2013
CCRLegal May 2012 - September 2012
Crazy Shirts June 2011 - August 2011
Praetorian Advisors December 2010 - January 2011
Fidelity National Financial November 2009 - June 2010
Golden Spoon Frozen Yogurt August 2008 - June 2009
Skills
Credit Analysis, Commercial Lending, Underwriting, Corporate Finance, Finance, Commercial Real Estate, Oil/Gas, Microsoft Word, PowerPoint, Access, Microsoft Excel, Customer Service, Document Retrieval, Time Management, Social Media, Facebook, Analysis, Teamwork, Leadership, Financial Analysis, Microsoft Office
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch April 2015 - Present
J. P. Morgan Chase Bank, N. A. December 2007 - April 2015
Skills
Series 7, Series 24, Series 4, Series 66, TX Group 1 Life and..., Series 53
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), International Business
Aventus Investment Advisors 2009 - Present
Town of Cornelius 2011 - December 2013
SunTrust Robinson Humphrey 2007 - 2009
Bank of America Merrill Lynch 1995 - 2007
Skills
financial advisory, international..., Chartered Financial..., Capital Markets, Fixed Income, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Equities, Asset Managment, ABS, Alternative Investments, Structured Finance, Investment Management, Securities, Asset Allocation, Wealth Management, Investments, Financial Advisory, Hedge Funds, Bonds, Financial Structuring, Bloomberg, Entrepreneurship, Asset Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
BA, Economics
St. Paul's School 1981 — 1984
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Accenture September 2010 - July 2011
Accenture August 2007 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Management Consulting, Investment Banking, Business Strategy, Emerging Markets, Consulting, Strategy, Entrepreneurship, Mergers & Acquisitions, Real Estate, Accounting, Due Diligence, Competitive Analysis, Corporate Development, Mergers
Education
Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Tsinghua University 2005 — 2007
Master, Electronic Engineering
Tsinghua University 2001 — 2005
Bachelor, Electronic Engineering
GuideHire October 2014 - Present
Code Undercover January 2015 - August 2015
Avidest September 2014 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
The New York Times September 2011 - May 2014
Marathon London Asset Management July 2013 - July 2013
Manabi S.A April 2013 - July 2013
Educari ONG Vidigal September 2012 - December 2012
Stone Street Staffing LLC May 2012 - June 2012
The Inn at Windmill Lane May 2009 - August 2011
Skills
Facebook, Spanish, PowerPoint, Microsoft Office, Social Media, Social Networking, C++ Language, Public Speaking, Microsoft Word, English, Python, Editing, Java, Sweaters, Blogging, Teaching, HTML, C Language, C, CSS
Education
Tufts University 2010 — 2015
Bachelor of Arts and Science, International Relations and Affairs & Computer Science, 3.70 GPA
Pontificia Universidade Catolica, Rio de Janeiro 2012 — 2013
Relações Internacionais, 9.19/10
St. George's School
MIT Sloan School of Management 2015 - Present
Deloitte 2011 - 2015
Tufts University September 2007 - May 2011
g2gConnect February 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Rounder Records July 2009 - December 2009
Sony Electronics, Inc. December 2008 - January 2009
Susquehanna International Group May 2008 - July 2008
Skills
Market Research, Financial Modeling, Analysis, PowerPoint, Social Media, Social Media Marketing, Leadership, CRM, Entrepreneurship, Strategy, Marketing, Valuation, Research, Microsoft Office, Microsoft Excel, Data Analysis, Start-ups, Consulting
Education
Tufts University 2007 — 2011
BA, Economics, Entrepreneurial Leadership, French
2004-2007 BERNARDS HIGH SCHOOL
High School Diploma
Bank of America Merrill Lynch July 2013 - Present
J.P. Morgan June 2012 - August 2012
Kraft Foods January 2011 - June 2011
United States Army November 2009 - October 2010
United States Army July 2008 - November 2009
United States Army December 2007 - July 2008
United States Army May 2003 - December 2007
Skills
Military, Leadership, Operational Planning, Cross-functional Team..., Army, Military Operations, Financial Analysis, Security Clearance, Financial Modeling, Risk Management, Government, Program Management, Operations Management, Strategic Planning, Team Leadership, Project Management, Process Improvement, Financial Markets, Business Modeling, Military Aviation, Financial Planning, Financial Technology, Investment Banking, Real Estate, Investment Management, Investment Advisory, Business Development, Sales, Equity Derivatives, Credit Derivatives, Interest Rate..., Hedging, US Equities, Trading Strategies, Trading, Media Sales, Brand Management, Brand Equity, Brand Awareness, Brand Development, Branding & Identity, Human Capital Management, Human Resource...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Economics, Finance, and Accounting
Tulane University 1999 — 2003
BSM/BA, Finance and Political Economy
Bank of America Merrill Lynch April 2012 - Present
Bank of America Merrill Lynch June 2006 - April 2012
Bank of America 2004 - 2006
FleetBoston Financial 2002 - 2004
Bank of Boston 1996 - 2002
Skills
Credit, Risk, Banking, Loans, Risk Management, Portfolio Management, Credit Risk, oil and gas, Buy-side, Energy, Financial Risk, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, Economics
FirstMerit Bank June 2013 - Present
@properties May 2012 - Present
Bank of America Merrill Lynch December 2006 - June 2013
@properties September 2006 - January 2010
JPMorgan Chase June 2005 - January 2006
University of Illinois at Chicago June 2004 - July 2004
Skills
Advertising, Asset Management, Commercial Banking, Commercial Lending, Finance, Financial Modeling, Investment Properties, Marketing, Marketing Communications, Real Estate, Treasury, Underwriting
Education
Tulane University 2002 — 2006
BA, Business, Communications
Regents College, London UK
Study Abroad Program
Bank of America Merrill Lynch September 2014 - Present
Skills
Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration
Memorial Hermann Health System January 2015 - Present
Wells Fargo Bank October 2011 - May 2014
Bank of America Merrill Lynch June 2001 - October 2011
Skills
Commercial Lending, Financial Analysis, Financial Modeling, Credit Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Banking, Series 7, Risk Management, Corporate Finance, Investments, Series 63, Wealth Management, Treasury Management, Mergers & Acquisitions, Due Diligence, Underwriting, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2000
BBA, Finance
Bank of America Merrill Lynch September 2014 - Present
KCG Holdings, Inc. September 2011 - Present
Bloomberg June 2009 - September 2011
Skills
C++, Quantitative Finance, High Frequency Trading, Statistical Arbitrage, Options, Option market making, Electronic Trading, Alpha strategies, Market Microstructure, High performance..., Python
Education
University of California, Davis 2006 — 2011
Ph.D, Electrical and Computer Engineering
Tsinghua University 2003 — 2006
Master of Science, Electrical & Computer Engineering
High school
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
Bank of America Merrill Lynch December 2010 - Present
Bank of America Merrill Lynch September 2007 - Present
Bank of America Merrill Lynch Corporation January 2007 - Present
Bank of America Merrill Lynch 2007 - Present
JPMorgan Chase August 2005 - September 2007
Treasury Services January 2001 - January 2007
J.P January 1993 - January 2007
JPMorgan Chase April 2001 - August 2005
JPMorgan Chase January 1998 - April 2001
JPMorgan Chase January 1998 - January 2001
Education
The University of Texas at Dallas 2008 — 2008
NA, Project Management Institute / Project Management Professional Certification Course
University of North Texas 1980 — 1983
BBA, Human Resource Management
The University of Texas at Dallas
University of North Texas
B.B.A, Human Resource Management/Industrial Psychology
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Porter Orlin June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Research, Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Professional Accounting
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Federal Reserve Board September 2015 - Present
Bank of America Merrill Lynch July 2007 - July 2010
Skills
Quantitative Analytics, Data Analysis, Matlab, R
Education
Yale University 2010 — 2015
Doctor of Philosophy (Ph.D.), Financial Economics
The University of Texas at Austin 2003 — 2007
BS, Electrical Engineering
Westwood High School
Tug Hill, Inc. March 2011 - Present
Bank of America Merrill Lynch June 2009 - April 2011
Perella Weinberg Partners June 2008 - April 2009
Crow Holdings Capital Partners, L.L.C. January 2006 - July 2007
Crow Holdings Capital Partners, L.L.C. July 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Private Equity, Equities, Investments, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Finance, Investment Banking, Fixed Income, Mutual Funds, Banking, Valuation, Financial Analysis, Due Diligence, Analysis, Management, Corporate Finance, Commodity
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Full-Time Program, Concentration in Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
BBA, Business Honors Program and Finance
Bank of America Merrill Lynch August 1997 - Present
Bank of America Merrill Lynch August 1997 - Present
Skills
Credit Analysis, Investments, Risk Management, Banking, Portfolio Management, Commercial Banking, Loans, Credit, Commercial Lending, Credit Risk, Cash Management, Leadership, Strategic Planning, Financial Analysis, Management, Financial Modeling, Relationship Management, Process Improvement, Wealth Management, Business Development, Capital Markets, Treasury Management, Financial Services, Fixed Income
Education
Troy University 1989 — 1992
Bank of America Merrill Lynch 1997 - Present
Bank of America Merrill Lynch April 1996 - Present
Education
Thunderbird School of Global Management 1976 — 1977
University of Puget Sound 1971 — 1975
Mercer Capital July 2013 - April 2015
Mercer Capital July 2010 - July 2013
Bank of America Merrill Lynch June 2009 - August 2009
American National Insurance May 2008 - July 2008
Skills
Financial Modeling, Business Valuation, Finance, Financial Analysis, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2006 — 2010
BA, Economics
AltX March 2014 - Present
Eight Investment Partners March 2013 - March 2014
Bank of America Merrill Lynch January 2013 - March 2013
Eight Investment Partners October 2012 - January 2013
Investec Bank Australia June 2010 - May 2011
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Capital IQ, Investments, Investment Banking, Alternative Investments, Hedge Funds, Financial Markets, Investment Strategies, Asset Management, Derivatives, Mutual Funds, Mergers & Acquisitions, Financial Analysis, Capital Markets
Education
University of New South Wales 2009 — 2012
Bachelor of Commerce (International Studies), Finance, Distinction
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
1 Year exchange program, Finance
eBoatBrokers.com October 2013 - Present
Atlantic City Offshore Grand Prix February 2013 - Present
Freelance May 2012 - Present
CongoLink January 2010 - Present
NJ Performance Powerboat Club 1999 - Present
Bank of America Merrill Lynch January 2011 - October 2013
Essex Credit July 2004 - January 2011
Typhoon Performance Marine June 2002 - July 2004
ConAgra Foods January 2001 - June 2002
ConAgra Foods March 1997 - January 2001
Skills
Sales Management, Sales Presentations, Sales Process, Marketing Strategy, Market Research, Social Media Marketing, Email Marketing, Marketing Management, Direct Marketing, Product Marketing, Marine Industry, marine finance, Team Building, Team Leadership, Team Management, Leadership Development, Rainmaker, Strategic Planning, Strategic Partnerships, Strategic Leadership, Brand Management, Brand Developement, Business Strategy, New Business Development, Business Planning, Consumer Products, Consumer Lending, Building Relationships, Long-term Customer..., Turnaround Experience, Territory Startup &..., Sales Growth, Growth Strategies, Problem Solving, Department Budgeting, Start-ups, Start-up Leadership, Strategic Negotiations, C-Level Negotiations, High-Dollar Negotiations, Execution of Business..., Executive Management, Sales, Maritime, Finance, Brand Development, Marketing, Management, Negotiation, Budgets
Education
Thomas Edison State College
Union High
Citigroup Global Markets February 2014 - Present
Bank of America Merrill Lynch November 2012 - January 2014
Citigroup Global Markets 2005 - 2011
UBS Wealth Management 2004 - 2005
TD Waterhouse 1999 - 2001
TDWaterhouse 1998 - 1999
Skills
Investments, Wealth, Alternative Investments, Bonds, Portfolio Management, Negotiation, Wealth Management, Equities, IPO, Fixed Income, Banking, Securities, Commodity, Series 63, Series 7, Corporate Law, Business Strategy, Investor Relations, Mutual Funds
Education
Trinity Law School 2001 — 2003
Juris Doctor, Law
Westmont College
BA, English Literature
Bank of America Merrill Lynch June 2015 - Present
The National Assembly of The Republic of Korea June 2014 - August 2014
Skills
Data Analysis, Microsoft Office, Relationship Building, Financial Analysis, Trade Finance, Cash Management, Sports, Financial Accounting, Corporate Finance, Research, Strategic Planning, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2016
Finance, Bachelor of Business Administration (BBA)
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch December 2004 - April 2015
Robert R. Meredith & Co March 1999 - December 2004
Pershing, a BNY Mellon company May 1997 - March 1999
Pershing, a BNY Mellon company November 1995 - May 1997
Education
Tulane University 1991 — 1995
BA, Economics
Bank of America Merrill lynch June 2014 - Present
DJ's Tax Refund Express February 2014 - April 2014
Bank of America June 2013 - August 2013
The University of Texas at El Paso June 2012 - May 2013
Sponsors for Educational Opportunity Carrer Program 2013 - 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Morningstar, Teamwork
Education
The University of Texas at El Paso 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Bank of America Merrill Lynch February 2015 - Present
First Niagara Bank March 2014 - February 2015
Merrill Lynch June 2012 - July 2013
Prudential Financial November 2011 - June 2012
Hydraulic & Offshore Supplies July 2009 - August 2009
Tufts Financial Group January 2008 - 2009
Subway Restaurant August 2004 - July 2008
International Club September 2007 - May 2008
Freshman Class September 2007 - May 2008
Skills
Research, Budgets, Business, Investments, Policy Analysis, Entrepreneurship, Analysis, Public Speaking, Microsoft Excel, Market Research, PowerPoint, Salesforce.com, Marketing, Strategic Planning, Social Media, Microsoft Office, Business Planning, Financial Analysis, Finance, Series 7, Time Management, Customer Service, Asset Management, Banking
Education
Tufts University 2008 — 2011
BAS, International relations
American International College 2007 — 2008
International Business
Stifel Financial Corp. July 2014 - Present
Pennybacker Capital LLC September 2013 - March 2014
Bank of America Merrill Lynch July 2012 - September 2013
National Center for Policy Analysis May 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
National Center for Policy Analysis 2010 - 2010
Skills
Financial Modeling, Valuation, Economics, Energy, Policy Analysis, PowerPoint, Public Speaking, Microsoft Excel, Research, Financial Analysis, Political Science, Qualitative Research, Investment Banking, Investments, Mergers
Education
The University of Texas at Dallas
BA, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Dos Rios Partners August 2013 - January 2014
Kraus, Celerier, and Associates January 2013 - June 2013
Independent Investment Bankers Corporation August 2012 - December 2012
University of North Texas June 2010 - August 2010
Skills
Research, Java, Leadership, Microsoft Excel, Visual Basic, Data Analysis, Social Media, Access, SAS, SQL, SAP, Private Equity, PowerPoint, Microsoft Office, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Business Honors, Finance
The Texas Academy of Math and Science 2009 — 2011
University of North Texas 2009 — 2011
Alvarez & Marsal August 2015 - Present
Baker Hughes November 2014 - April 2015
Halliburton July 2013 - November 2014
American Airlines July 2007 - June 2013
Johnson & Johnson May 2004 - July 2007
Bank of America Merrill Lynch June 2001 - May 2004
US Army June 1996 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1992 — 1996
Bachelor's Degree
Bank of America Merrill Lynch June 2015 - Present
Gelber & Associates June 2014 - August 2014
Calleva Outdoor Adventures May 2010 - August 2013
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Bachelor of Business Administration (BBA), Finance
Landon School
Bank of America Merrill Lynch June 2012 - May 2015
Bank of America Merrill Lynch June 2011 - August 2011
Shell Oil Company May 2010 - July 2010
First Investors Corporation July 2009 - August 2009
China Minsheng Banking Corp.ltd May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Financial Modeling, Financial Analysis, Research, Valuation, Outlook, Access, Corporate Finance, Leadership, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA
Clear Lake High School 2004 — 2008
High School Diploma
Tobias International Inc. March 2011 - Present
Bank of America Merrill Lynch June 2009 - April 2011
Boeing October 2007 - August 2009
Skills
NMS, Network Management..., Network Performance..., Network Performance, Enterprise Software, Enterprise Architecture, Routing, Cisco Technologies, Solaris, Routers, TCP/IP, Network Administration, Networking, Firewalls, SNMP, Cisco IOS, Juniper Technologies, Servers, ITIL, Cloud Computing, Active Directory, Perl, Operating Systems, Windows Server, Integration
Education
The University of Texas at Austin
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch June 2015 - August 2015
Texas State Capitol September 2014 - May 2015
Office of the Vice President for Student Affairs August 2014 - December 2014
Kim Ogg for Harris County District Attorney May 2014 - August 2014
Skills
Public Speaking, Political Campaigns, Team Management, Event Planning, Organizational..., Business, Communication, Performing Arts, Fundraising, Community Outreach, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Business Honors Program, Finance
Bank of America Merrill Lynch September 2014 - Present
Piper Jaffray September 2013 - September 2014
Woodside Capital Partners April 2013 - August 2013
Ernst & Young May 2012 - August 2012
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
Pine River Capital Management April 2013 - Present
Simmons & Company July 2011 - March 2013
Bank of America Merrill Lynch May 2010 - July 2010
American Capital Solutions February 2010 - April 2010
Skills
Financial Modeling, Bloomberg Terminal, Investment Banking, LBO, Financial Analysis, Restructuring, Capital Markets, Equities, Energy, Valuation, Bloomberg, Economics, IPO, Investments, Equity Capital Markets, Business Valuation, Corporate Finance, DCF, Equity Research, Asset Management, Emerging Markets, Mergers & Acquisitions, Corporate Development, Hedge Funds, Private Equity, Portfolio Management, Capital IQ, Finance, M&A experience
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Hewlett-Packard December 2014 - Present
Hewlett-Packard December 2012 - November 2014
Blue Shield of California April 2012 - December 2012
Cognizant Technology Solutions December 2009 - December 2012
Bank of America Merrill Lynch May 2007 - December 2009
Hewlett-Packard March 2005 - May 2007
Cognizant Technology Solutions June 2003 - March 2005
Skills
Release Management, Software Configuration..., Agile Methodologies, Ant, JIRA, ClearCase, Subversion, Java, SDLC, CVS, Application Lifecycle..., Build Automation, Scrum, Unix, Perl, TFS, Configuration Management, Android, Pre-sales, Release Engineering, Cross-functional Team..., NAnt, Atlassian JIRA, Confluence, Git, Jenkins, Maven, Cloud Computing, ITIL, Java software..., ALM, Rally, Powershell, Bamboo, Shell Scripting, VMware ESX, iOS, HP Application..., Gerrit, Rational Team Concert, Build Management, Software Consulting, MSBuild, Fisheye, Crowd, Sonar, Continuous Delivery, Continuous Integration, Scaled Agile Framework, Solution Architecture
Education
Thiagarajar College of Engineering 2000 — 2003
MCA, Computer Applications
The American College 1997 — 2000
B.Sc, Chemistry
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Casey, Quirk & Associates September 2011 - July 2013
PwC June 2007 - September 2011
Skills
Hedge Funds, Asset Managment, Transfer Pricing, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Analysis, Strategy, Competitive Analysis
Education
UNC Kenan-Flagler Business School 2013 — 2015
Masters of Business Adminstration
Trinity College-Hartford 2003 — 2007
BS, Economics
Mindseeker, Inc. April 2015 - Present
Carlisle & Gallagher Consulting Group July 2013 - March 2015
Sabbatical October 2012 - July 2013
Bank of America Merrill Lynch October 2000 - October 2012
Balentine & Associates, LLC April 1997 - September 2000
Bank of America January 1995 - March 1997
Bank of America June 1990 - January 1995
Bank of America February 1987 - June 1990
Bank of America June 1981 - February 1987
Skills
Banking, Budgeting, Requirements Analysis, Six Sigma, Mergers, Business Analysis, Change Management, Process Improvement, Call Center, Strategic Planning, PMP, Forecasting, Visio, E-commerce, Microsoft Office, SharePoint, Problem Solving, Excel, Analysis, PowerPoint, FX, Access, Cash Management, Documentation, Word, Microsoft Word, Budgets, Microsoft Excel, Call Centers, Team Building, Management, Leadership, Software Documentation, Business Process..., Treasury Management, Certified Treasury..., Project Planning, Project Management, Risk Management, Testing, Vendor Management, Business Requirements, Payments, Project Portfolio..., ERP, SDLC
Education
Trinity University 1981 — 1982
Computer Science
Bank of America Merrill Lynch
Skills
Wealth Management, Alternative Investments, Investments, Equities, Asset Managment, Fixed Income, Series 7, Portfolio Management, Hedge Funds, High Net Worth..., Private Banking, Banking, Wealth Management..., Asset Management, Estate Planning, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Investment Management, ETFs, Series 63, Capital Markets, Bonds, Structured Products, Financial Advisory, Investment Banking, Derivatives, Financial Markets, Emerging Markets, Private Equity, Investment Advisory, Financial Services, FINRA, Fund Of Funds, Financial Structuring, Options, Bloomberg, Trading, Separately Managed..., Structured Finance, Series 65, Series 24, Equity Derivatives, Investor Relations, Equity Research, FX Options, Uniform Combined State..., Strategic Financial..., Prime Brokerage
Education
Thunderbird School of Global Management
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Tenoneten Ventures January 2014 - May 2014
Startup Equinox September 2012 - May 2014
Tribula Group 2013 - 2013
Keynote Capital LLC 2011 - 2011
Skills
Microsoft Office, PowerPoint, C++, Microsoft Excel, Microsoft Word, Mathematica, Social Media, Data Analysis, Solidworks, Spanish, Public Speaking, Start-ups, Financial Analysis, Management, Customer Service, Entrepreneurship
Education
University of Southern California 2013 — 2015
Master of Science (MS), Financial Engineering, GPA: 3.73
University of Southern California 2011 — 2014
Bachelor of Science (BS), Industrial and Systems Engineering, GPA: 3.75
Tsinghua University 2012 — 2012
Research Assistant, Cloud Computing
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Bank of America Merrill Lynch June 1978 - Present
Skills
Banking, Credit, Equities, Financial Analysis, Investments, Loans, Portfolio Management, Wealth Management, Customer Service
Education
Triton College
Bank of America Merrill Lynch 2011 - 2014
Bear Stearns February 2006 - December 2008
General Motors April 2003 - February 2006
Skills
Corporate Finance, Capital Markets, Financial Modeling, Mergers & Acquisitions, Equities, Investment Banking, Valuation, Analysis, Bloomberg, Investments, Due Diligence, Private Equity, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
University of Georgia - Terry College of Business 1998 — 2002
BBA
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Bank of America Merrill Lynch July 2013 - Present
SunEdison July 2008 - July 2011
Micron Technology July 2006 - September 2007
Skills
Semiconductors, Solar Energy
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance
University of Maryland College Park 2002 — 2006
BS, Materials Science & Engineering
Fortress Investment Group April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Commercial Lending, Commercial Banking, Real Estate, Valuation, Portfolio Management, Corporate Finance, Credit Analysis, Analysis, Credit, Mergers, Underwriting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Bank of America Merrill Lynch June 2015 - Present
Villanova Dining Services September 2011 - December 2014
Revolution Prep April 2012 - August 2012
Skills
PowerPoint, Tutoring, Microsoft Word, Fundraising, Microsoft Excel, Teaching, Teamwork, Leadership, Public Speaking, Facebook, Microsoft Office, Research
Education
Villanova University 2011 — 2015
Bachelor of Arts, Economics, 3.80
Tsinghua University 2012 — 2012
Java 3D Programming, Computer Programming, Specific Applications, Pass
Mission San Jose High School 2008 — 2011
HSBC Commercial Banking June 2015 - Present
Bank of America Merrill Lynch July 2005 - May 2015
Agilent Technologies June 2004 - August 2004
JPMorgan Chase May 2001 - August 2003
JPMorgan Chase September 1999 - May 2001
Skills
Financial Modeling, Credit Analysis, Valuation, Portfolio Management, Series 7, Bloomberg, Corporate Finance, Project Management, Financial Analysis, Contract Negotiation, Staff Development, Risk Management, Risk Assessment, Series 63, Credit, Loans, Treasury Management, Credit Risk, Commercial Banking, Commercial Lending, Asset Based Lending, Financial Services, Due Diligence
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance
Tufts University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch February 2014 - Present
Nomura Securities August 2012 - November 2013
JPMorgan Chase March 2007 - July 2012
QVC 2006 - 2007
GSI Commerce Inc. 2002 - 2006
Broadreah Consulting 1998 - 2002
Skills
SQL, Java, Agile Methodologies, Spring, Java Enterprise Edition, .NET, C#, C++, Python, VBA, Struts, Hibernate, JMS, Web Services, Oracle, Weblogic, Tomcat, JBoss Application Server, Eclipse, Ant, Maven, CVS, ClearCase, WebSphere MQ, TIBCO, Autosys, Unix Shell Scripting, Unix, Perl, Spring Framework, Shell Scripting
Education
Tsinghua University 1987 — 1992
BS
Anadarko Petroleum 2013 - Present
RasGas 2010 - 2013
Bank of America Merrill Lynch 2009 - 2010
Constellation Energy 2007 - 2009
BP 2004 - 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
University of Houston, C.T. Bauer College of Business 2003 — 2004
BBA
Oracle June 2008 - Present
Oracle June 2008 - Present
Bank of America 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Bank of America September 2004 - September 2012
United Airlines February 2008 - November 2008
BEA Systems April 2004 - June 2008
Compuware 2001 - 2002
Skills
SOA, Oracle, Enterprise Architecture, SDLC, Solution Architecture, Agile Methodologies, Weblogic, Java Enterprise Edition, Ant, Spring, SQL, Enterprise Architecture..., Spring Framework, WebLogic
Education
University of Illinois Springfield 1996 — 1998
Tsinghua University
Nomura Securities August 2014 - Present
Bank of America Merrill Lynch February 2010 - June 2014
Bank of America February 2009 - March 2010
Bank of America October 2006 - February 2009
Bank of America October 2007 - December 2008
Bank of America June 2003 - October 2006
Bank of America February 2001 - June 2003
Xpedior Inc. 2000 - 2001
Pearson 1997 - 1999
Various August 1992 - 1997
Skills
Strategy, IT Strategy, Cross-functional Team..., Program Management, Enterprise Software, Management, E-commerce, Leadership, Portfolio Management, Team Leadership, Strategic Planning, Banking
Education
Thunderbird School of Global Management 2010 — 2013
MBA, International Business
TKIET Warnanagar, Shivaji University, India 1988 — 1992
BS, Engineering - Electronics
Deloitte Consulting July 2012 - Present
Next Generation Nepal July 2012 - November 2012
Next Generation Nepal April 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Deloitte Consulting July 2006 - June 2009
Merrill Lynch February 2006 - April 2006
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Business Process..., Business Analysis, Business Transformation, IT Strategy, Program Management, Valuation, Financial Analysis, Change Management, Business Process Design, Analytics, Consulting, Business Process, Project Management, Analysis, Due Diligence, Corporate Finance, Data Analysis, Strategic Planning, Competitive Analysis, Mergers, Finance, Leadership, Process Improvement, Business Process..., Risk Management, Investment Banking, Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Social Impact & Innovation
Trinity University 2003 — 2006
B.S., Business Administration (Management and Finance), Minors in Comm. Mgmt, MIS, CS, Chinese
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
Bank of America Merrill Lynch January 2010 - July 2011
Banc of America Securities January 2007 - December 2009
Banc of America Securities July 2003 - December 2006
Banc of America Securities July 1998 - July 2001
Skills
LBO, Capital Markets, Leveraged Finance, Private Equity, Valuation, Investments, Corporate Finance, Finance, Financial Structuring, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Equities, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Financial Modeling, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Virginia 1994 — 1998
BS Commerce, Finance, International Business
Casady School 1985 — 1994
Bank of America Merrill Lynch October 2013 - Present
SunTrust Bank October 2011 - October 2013
SunTrust Bank 2006 - October 2011
Greater Tampa Chamber of Commerce 2001 - 2004
Other Banks including Fifth Third, AmTrade International Bank, Chase Bank of Florida, First Florida 1985 - 2001
Skills
Export Financing, International Trade, International Economic..., Management, Client Education, Public Speaking
Education
Tulane University 1976 — 1978
B.A., Latin American Studies
AIG September 2013 - Present
Bank of America Merrill Lynch March 2011 - August 2013
PNC Financial Services Group September 2009 - March 2011
Washington Mutual/JPMorgan Chase September 2007 - January 2009
Skills
Quantitative Finance, Fixed Income, MBS, CMBS, ABS, Monte Carlo Simulation, Market Risk, SAS, VBA, R, Matlab, C++, Python, Financial Engineering, Portfolio Optimization, Financial Modeling, Valuation, Statistical Modeling, Risk Management, Derivatives
Education
University of Washington 2003 — 2007
PhD, Physics
Tsinghua University 1999 — 2002
MS, Physics
Tsinghua University 1996 — 1999
BA, Physics
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch October 2011 - November 2014
Merrill Lynch April 2011 - October 2011
Merrill Lynch April 2009 - March 2011
Merrill Lynch April 2006 - March 2009
Frontier Mortgage December 2002 - April 2006
Skills
Banking, Wealth Management, Series 7, Series 63, Mortgage Lending, Credit, Loans, FINRA, Series 24, Management, Financial Services
Education
Truman State University 1994 — 1999
Seva Hospitality, Inc. August 2015 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch June 2009 - December 2013
Bank of America July 2006 - May 2009
Bank of America June 2003 - June 2006
Skills
Financial Risk, Financial Modeling, Banking, Financial Analysis, Corporate Finance, Credit Analysis, Finance, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
B.B.A., Business Honors / Finance
Castleton Commodities International October 2011 - Present
Bank of America Merrill Lynch June 2006 - October 2011
Merrill Lynch 2005 - June 2006
Entergy-Koch Trading 2001 - 2005
Koch Industries 1998 - 2001
Skills
Trading, Equities, Hedging, Commodity, Energy, Commodity Markets, Business Strategy, Portfolio Management, Risk Management, Crude, Refined Products, Derivatives, Investment Banking, Finance, Power Trading, Options
Education
Trinity University
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch May 2008 - November 2012
Kirkland's Home 1995 - 1998
Skills
Payments, Treasury Management, Commercial Banking, Relationship Management, Financial Services, Portfolio Management, Treasury Services, Retail Banking, CRM, Loans, Management, Credit, Vendor Management, Credit Cards, Financial Risk, Sales, Training
Education
Keiser University Tallahassee FL 2012 — 2014
Currently enrolled, International Business
Troy University 1991 — 1994
Bachelor of Science, Business Management
Bank of America Merrill Lynch 1996 - Present
Imagine Discovery School April 2009 - June 2014
Merrill Lynch 1996 - 2009
Skills
Event Planning, Marketing, Event Management, Social Media Marketing, Social Media, Fundraising, Meeting Planning, Email Marketing, Budgets, Strategic Planning, Social Networking, Sales, Entertainment, Corporate Events, Trade Shows, Public Relations, Online Marketing, Direct Marketing
Education
Towson University 1980 — 1985
BS, Mass Comm
Lazard April 2012 - Present
Bank of America Merrill Lynch June 2008 - April 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance, Accounting
Bank of America Merrill Lynch November 2010 - Present
University of Houston January 2009 - January 2011
Capgemini August 2005 - July 2008
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Finance
Thiagarajar College of Engineering 2001 — 2005
BE, Computer Science
Independent Information Technology and Services Professional February 2014 - Present
Bank of America Merrill Lynch 2009 - February 2014
Credit Suisse October 2005 - September 2009
Merrill Lynch 1999 - 2005
Credit Suisse November 1994 - May 1999
Skills
Strategy, Leadership, Project Management, Business Strategy, Banking, Finance, Business Analysis, SDLC, Capital Markets, PMO, Project Portfolio..., Software Project..., Management, Business Requirements, Business Intelligence, Infrastructure, Strategic Financial..., IT Strategy, Wealth Management
Education
Touro College 1992 — 1996
B.S., Accounting
Bank of America April 2013 - Present
Bank of America Merrill Lynch August 2011 - March 2013
Wipro Technologies March 2010 - July 2011
Morgan Stanley March 2010 - July 2011
Wellmark April 2009 - April 2010
Barclays Global Investors November 2007 - February 2009
Sybase March 2001 - October 2007
cybergold June 1999 - February 2001
CMC Ltd August 1994 - February 2001
BRI 1997 - 2001
Education
Thiagarajar College of Engineering 1990 — 1994
BE, Computer Science
Bank of America Merrill Lynch October 2014 - Present
Citigroup June 2007 - September 2014
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Portfolio Management, Banking, Restructuring, Credit Analysis, Financial Risk, Securities, Management, Insurance, Capital Structure, Financial Institutions, Capital, Capital Markets, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance, Accounting
Bank of America Merrill Lynch November 2012 - Present
Fidelity Investments January 2007 - Present
DWS Scudder 1996 - 2007
CIGNA Retirement & Investment Services 1978 - 1995
Skills
Series 63, Investments, Series 7, Retirement, Securities, 401k, Mutual Funds
Education
Trinity College-Hartford 1974 — 1978
BA
UBS Investment Bank June 2011 - Present
Merrill Lynch June 2010 - June 2011
Bank of America Merrill Lynch June 2005 - June 2010
PricewaterhouseCoopers June 2001 - June 2003
KPMG Canada January 1998 - May 2001
Education
THE WHARTON SCHOOL, University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
Trinity Western University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Black Diamond Capital Management May 2014 - Present
Bank of America Merrill Lynch February 2014 - May 2014
Bank of America Merrill Lynch July 2011 - January 2014
Bank of America Merrill Lynch June 2010 - August 2010
Campanile Capital Traders August 2009 - May 2010
Skills
Java, SQL, visual basic, VBA, Series 7, Series 63, Valuation, Financial Modeling, Bloomberg, Equity Research, High Yield Bonds, Distressed Debt, Investments, Financial Analysis, Mandarin
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance, Business Honors Program
RBC January 2010 - Present
Merrill Lynch 1997 - 2010
Bank of America Merrill Lynch February 1997 - January 2009
Skills
ITIL, IT Operations, Financial Services, Vendor Management, IT Strategy, Business Intelligence, Wealth Management, Relationship Management, Project Management, Trading Systems, Sybase, Capital Markets, Hardware, Market Data, Technical Support, Risk Management, SDLC
Education
Toronto School of Business 1995 — 1996
Computer Support, Financial Planning and Services
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch February 1999 - July 2012
Skills
Investments, Fixed Income, Asset Managment, Investment Banking, Capital Markets
Education
Thunderbird School of Global Management 1997 — 1998
Master of Business Administration (MBA), International Business
University of Missouri-Columbia 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Lime Rock Resources & LRR Energy, L.P. February 2014 - Present
MuellerChen Co. April 2013 - February 2014
Lime Rock Resources & LRR Energy, L.P. October 2010 - March 2013
BANK OF AMERICA MERRILL LYNCH June 2008 - October 2010
PETRIE PARKMAN & CO June 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Finance, Divestitures, Strategy, Capital Markets, Energy, DCF, Market Analysis, Banking, Petroleum, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2009 - August 2012
Bank of America Merrill Lynch June 2006 - May 2009
Apache Corporation May 2005 - August 2005
Skills
Banking, Underwriting, Risk Management, Corporate Finance, Financial Structuring, Financial Analysis, Financial Modeling, Legal Documents, College Recruiting, Mentoring
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
BBA, Finance & Accounting, Graduated with High Honors; 3.87 GPA
Bank of America Merrill Lynch June 1999 - Present
Skills
Series 7, Fixed Income, Wealth Management, Capital Markets, Equities, Portfolio Management, Commercial Lending, Investment Banking, Alternative Investments, Derivatives, Credit Analysis, Series 63, Hedge Funds, Commercial Banking, Structured Products, Credit, Middle Market, Investments, Banking, Asset Allocation
Education
Loyola University Maryland 1978 — 1982
MBA, Finance
Towson University 1973 — 1977
BA, Business Administration - Finance concentration
Occidental Petroleum Corporation(OXY) 2013 - Present
Bank of America Merrill Lynch January 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Southwest Alliance of Asset Managers 2007 - 2008
Skills
Financial Modeling, Finance, Valuation, Investment Banking, Microsoft Excel, Financial Risk, Strategic Financial..., Accounting, Financial Analysis, Outlook, Microsoft Word, SAP, PowerPoint, Oracle, FX Options, Cash Flow, Account Reconciliation, Forecasting, Excel, SAP R/3, Factset, Word, Hindi, Team Leadership, Project Management, Access, Portfolio Management, Fixed Income, Equity Research, Financial Reporting, Commodity, Financial Forecasting, Corporate Finance, Microsoft SQL Server, SQL, Merak Peep Petroleum..., Risk, Organizational..., Strategic Communications, Projects, Capital Markets, Financial Statements, Financial Statement..., Oracle SQL Developer, Analysis, PEEP, Spotfire, Decline Curve Analysis, Petroleum Economics, Financial Economics
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
Bachelor of Business Administration, Finance
Merrill Lynch/Bank of America May 2013 - Present
Tyco Corporate December 2012 - April 2013
Prudential Financial December 2011 - November 2012
Bank of America Merrill lynch April 2011 - December 2011
The Children's Hospital of Philadelphia April 2009 - April 2011
Merrill Lynch January 2008 - January 2009
Educational Testing Service (ETS) September 2001 - December 2007
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Agile
Education
University of Missouri-Kansas City 1998 — 2000
MBA, Information Systems
University of Missouri-Kansas City 1996 — 1998
MS, Computer Science Telecom Networking
Thiagarajar College of Engineering 1991 — 1995
BE, Electronics and Telecommunications
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Austin City Realty March 2010 - March 2011
Wincor Nixdorf June 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Word, Valuation, Research, Microsoft Office, Corporate Finance, Series 63, Series 79, Capital Markets, Finance, Business Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration, Business Honors/Finance, 3.88
Bank of America Merrill Lynch April 2014 - Present
Deutsche Bank August 2000 - April 2014
The Boston Company 1996 - 1998
Barry Murphy & Company 1993 - 1996
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Structured Products, Derivatives, Portfolio Management, Options, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, International Relations
CFA
Bank of America Merrill Lynch May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management December 2007 - May 2013
IDEO May 2011 - August 2011
Bank of America December 2006 - November 2007
Bank of America May 2004 - November 2006
Bank of America June 2001 - April 2004
Skills
Series 7 License, Series 63 License, Excel, Financial Analysis, Financial Planning, Forecasting, Pricing, Risk Management, Data Analysis, Competitive Analysis, Business Process Design, Process Improvement, Change Management, Strategic Financial..., Banking, Business Analysis, Financial Modeling, Portfolio Management, Finance, Corporate Finance, Valuation, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Masters of Business Administration
Southern Methodist University 2002 — 2004
Bachelor of Business Administration, Concentration in Finance
The University of Texas at Dallas 2000 — 2002
Bank of America Merrill Lynch June 2015 - August 2015
Tata Consultancy Services March 2012 - July 2014
Tata Institute of Fundamental Research November 2011 - March 2012
Tata Institute of Fundamental Research September 2010 - May 2011
Skills
JavaScript, Java, Linux, PHP, C++, MySQL, MongoDB, Git, Machine Learning, Distributed Systems, Eclipse, Big Data Analytics, Hadoop, SVN, MapReduce
Education
The University of Texas at Dallas 2014 — 2016
Master of Science, Computer Science, 3.83/4.0
University of Mumbai 2008 — 2011
Bachelor of Engineering (B.E.), Information Technology, First Class with Distinction
Elm Park Capital Management August 2011 - Present
Bank of America Merrill Lynch August 2009 - August 2011
ORIX USA July 2007 - August 2009
Bares Capital Management June 2006 - December 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Merrill Lynch Japan Securities 2013 - Present
Bank of America Merrill Lynch June 2011 - December 2012
Merrill Lynch Japan Securities April 2009 - May 2011
Merrill Lynch Japan Securities April 2006 - March 2009
Education
The University of Tokyo 2002 — 2006
Bachelor, Economics
LS Power September 2015 - Present
Trilantic Capital Partners August 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
PwC February 2009 - April 2009
Crestline Investors, Inc. June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Accounting/Finance
Tristar Worldwide May 2013 - Present
Bank of America Merrill Lynch June 2004 - May 2013
Deutsche Bank April 2004 - June 2004
UBS Securities February 2004 - April 2004
University of California December 2002 - November 2003
Skills
Event Planning, Vendor Management, Relationship Management, Project Management, Strategy, Product Management, Program Management, Marketing, Financial Services, Business Development, Management, Business Strategy, Account Management, Salesforce.com, Mergers & Acquisitions, Strategic Planning
Education
Tufts University 1994 — 1998
BA, Economics
Rocky Hill School
DSG Consulting Services, Inc January 2012 - Present
Bank of America Merrill Lynch 1994 - 2011
Skills
Securities, Equities, Fixed Income, Business Analysis, Capital Markets, Back Office, Banking, Portfolio Management, Investment Banking, Investments, Derivatives, Financial Services, Series 7, Mutual Funds, Hedge Funds
Education
Truman State University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance, General
Bank of America Merrill Lynch May 2000 - August 2012
ABN AMRO Bank July 1993 - May 2000
Skills
Over 15 years of..., and Foreign Exchange, Banking, Credit Analysis, Credit Risk, Risk Management
Education
Triton College 1988 — 1991
Business Administration
Wilbur Wright College 1983 — 1986
Liberal Arts
Bank of America Merrill Lynch April 2011 - Present
Bank of America Merrill Lynch April 2011 - Present
Education
Tulane University
Finance & Business Management