Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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Bank of America Merrill Lynch Employees
University at Buffalo School of Management September 2011 - Present
Bank of America Merrill Lynch June 2014 - August 2014
AFGO Mechanical Services, Inc June 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Bloomberg Terminal, Morningstar, Teamwork, Public Speaking, Time Management, Social Media, Data Entry, Customer Service, Invoicing, Research
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science (BS), Finance and Financial Management Services
Bank of America Merrill Lynch June 2015 - August 2015
Needham & Company May 2014 - August 2014
Williams Financial Group May 2013 - August 2013
Williams Financial Group May 2012 - August 2012
Education
University of Virginia 2014 — 2016
Bachelor of Arts, Economics
University of Arkansas 2012 — 2014
Bachelor of Arts, Economics
Breaking Into Wall Street 2013 — 2013
Financial Modeling Training
Capricorn Investment Group June 2012 - Present
Capricorn Investment Group January 2007 - April 2009
KKR November 2004 - November 2006
Bank of America Merrill Lynch June 2003 - November 2004
Skills
Financial Modeling, Risk Management, Investments, Financial Analysis, Analysis, Data Modeling, Predictive Analytics, Business Intelligence, Microsoft Excel, VBA, R, Asset Management, Impact Investing
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of California, Berkeley 1998 — 2003
BS, Business Administration and Management, General
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Bank of America Merrill Lynch December 2014 - Present
UBS Financial Services Inc., Private Wealth Management March 2009 - March 2013
Credit Suisse Private Banking (USA) LLC January 1997 - March 2009
Skills
Wealth Management, Private Banking, Equities, Restricted Stock, 10b5-1 Plans, ESOP, Series 7, Series 63, Series 66, conversational Cantonese, Rule 144, Uniform Combined State..., Asset Allocation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Integrative Biology
Bank of America Merrill Lynch September 2014 - Present
Lithuanian Athletic Union of North America 2007 - 2015
Merrill Lynch December 2013 - August 2014
Wells Fargo Advisors, LLC October 2011 - November 2013
The Lithuanian American weekly "Amerikos lietuvis" September 2003 - January 2012
Primerica January 2011 - October 2011
UBS Securities LLC - Stamford (CT), Jersey City (NJ) July 1998 - February 2009
University of Bridgeport 1996 - 2007
UBS Securities LLC January 1999 - January 2002
Kuchma Corporation January 1997 - January 1998
Education
University of Bridgeport 1994 — 1996
MBA, Business Administration, Finance
Vytautas Magnus University 1989 — 1995
Master; B.S, Marketing and International Commerce; Business Administration and Management
J. Jablonskio Secondary School 1977 — 1989
SE May 2012 - Present
Wells Fargo September 2011 - June 2012
University of Alabama at Birmingham August 2006 - December 2011
University of Alabama at Birmingham August 2009 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Economics, Investments, Financial Analysis, Research, Data Analysis, Strategic Planning, Consulting, Financial Advisory, Mathematics, Statistics, Financial Statements, Sales Operations, Business Planning, Business Development
Education
University of Alabama at Birmingham 2006 — 2011
B.S., Honors in Finance
State University of Moldova 2004 — 2006
Mathematics and Computer Science
RevSolve 2015 - Present
Arizona State University July 2013 - September 2015
Bank of America Merrill Lynch July 2012 - July 2013
The University of Arizona July 2011 - July 2012
The University of Arizona November 2009 - May 2011
Skills
Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Project Management, Microsoft Excel
Education
University of Arizona, Eller College of Management 2009 — 2011
Master of Public Administration (MPA)
University of Arizona 2005 — 2009
BS, Environmental Science
Bank of America Merrill Lynch June 2014 - August 2014
Cisco Systems September 2012 - December 2013
GP Bullhound June 2013 - August 2013
Deloitte September 2012 - September 2012
Hidden River, LLC May 2012 - August 2012
UC Berkeley Associated Students of the University of California September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Microsoft Word, Corporate Finance, Excel, CapIQ, Bloomberg, Factiva, Thomson One Analytics, Financial Modeling, Financial Analysis, Valuation
Education
University of California, Berkeley 2010 — 2014
B.S, Business Administration
Bank of America Merrill Lynch July 2015 - Present
EY June 2014 - August 2014
Patpatia & Associates September 2013 - January 2014
UC Berkeley May 2013 - September 2013
Infinity Financial Services March 2012 - March 2013
Skills
PowerPoint, Data Analysis, Customer Service, Research, Microsoft Excel, Microsoft Word, Social Media, Economics, Finance, Investments, Financial Statement..., Accounting, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
California High School 2007 — 2011
Etch PRM January 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Signia Venture Partners May 2014 - August 2014
Wish - Shopping made fun! February 2014 - May 2014
Cisco February 2014 - May 2014
Skills
Microsoft Office, Mandarin, Economics, Python, iWork, Graphic Design, Lean Startup, Product Management, Ruby on Rails
Education
UC Berkeley
WFLS
Fifth Street Management LLC July 2014 - Present
Dodge & Cox July 2012 - May 2014
UC Berkeley September 2010 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
UBS October 2010 - February 2011
Skills
Financial Modeling, Valuation, Econometrics, Equity Research, Qualitative Research, Quantitative Analysis, Corporate Finance, Investments, Bloomberg Terminal, Fixed Income Analysis, Microsoft Office, Capital IQ, R Programming, SNL, FX, Emerging Markets, Mandarin, Research, Quantitative Analytics, Statistics, R
Education
University of California, Berkeley 2008 — 2012
B.A., Economics, Statistics, Chemistry (Triple Major)
Chengdu No.7 High School 2005 — 2008
Moody's Investors Service January 2012 - Present
Bank of America Merrill Lynch September 2011 - January 2012
Bank of America Merrill Lynch August 2008 - September 2011
Banc of America Securities LLC July 2007 - April 2008
Merrill Lynch & Co. 2001 - 2007
Merrill Lynch International Bank September 1999 - June 2001
Deloitte Consulting August 1998 - September 1999
United States Air Force August 1989 - December 1992
Skills
Credit, Portfolio Management, Financial Risk, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Valuation, Corporate Finance, Credit Risk, Due Diligence, Investments, Analysis, Finance, Investment Banking, Financial Analysis, Credit Analysis, Credit Derivatives, Financial Structuring, Loans, Management, Market Risk, Mergers, Negotiation, Risk Management, Structured Finance, Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University-Graduate School of Arts & Science
M.A., Near Eastern Studies and Journalism
University of Colorado at Boulder
B.A., International Affairs, magna cum laude
Université Michel de Montaigne (Bordeaux 3)
Institut d'Etudes Politiques (IEP)
Self-employed August 2014 - Present
Wells Fargo Advisors March 2014 - August 2014
Bank of America Merrill Lynch August 2012 - October 2013
Skills
Music Education, Drum Set Performance, Ableton Live, Audio Mixing, Video Editing, Video Production, Vocal Instruction, Piano Education, Guitar Instruction, Project Management, Piano, Percussion, Music
Education
University of Arkansas-Fort Smith 2006 — 2011
Bachelor of Business Administration (BBA), Minor in Music Education
Southside High School Fort Smith 2004 — 2006
Bank of America Merrill Lynch May 2015 - Present
Financial Industry Regulatory Authority December 2011 - May 2015
Northwestern Mutual July 2014 - October 2014
Goldman Sachs May 2011 - January 2012
Northwestern Mutual May 2010 - August 2010
Skills
Wealth Management, Fixed Income, Securities, FINRA, Series 7, Microsoft Excel, Strategic Financial..., Financial Analysis, Equities, Investments, Mutual Funds, Asset Allocation, Bloomberg, Finance
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance/Management, Financial Market Regulation
Bank of America Merrill Lynch August 2011 - Present
Bank of America June 2007 - August 2011
Skills
Portfolio Management, Banking, Microsoft Excel, Relationship Management, Management, Customer Service, Project Management, Sales, Financial Services, Mortgage Lending
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Moody's Analytics December 2014 - Present
Bank of America Merrill Lynch April 2012 - November 2014
Zurich Financial Services Australia January 2010 - June 2010
EY July 2009 - December 2009
TAL Life December 2007 - March 2008
Skills
Derivatives, Quantitative Finance, Financial Modeling, Actuarial Science, Financial Risk, Risk, Actuarial, Corporate Finance, Valuation, Equity Derivatives, Options, Monte Carlo Simulation, Bloomberg, Statistics, Market Risk, Banking, Machine Learning, Data Science
Education
University of California, Berkeley 2014 — 2015
Masters, Information and Data Science
University of California, Berkeley, Haas School of Business 2011 — 2012
Masters, Financial Engineering
UNSW Australia 2007 — 2010
Bachelor, Actuarial Studies and Finance
Bank of America Merrill Lynch October 2014 - Present
Bank of America August 2014 - October 2014
Bank of America July 2011 - August 2014
Bank of America October 2010 - June 2011
Bank of America March 2010 - October 2010
Bank of America August 2008 - March 2010
Bank of America July 2002 - August 2008
YWCA of Western New York May 2000 - March 2002
Skills
Communication, Problem Solving, Time Management, Coaching, Training, Escalations Management, Customer Retention, Customer Service, Customer Satisfaction, Management, Sales, Analytical Skills, Associate Development, Managing Associates, Peer Mentoring, Peer Support, Leadership, Employee Training, Banking, CRM, Relationship Management
Education
University at Buffalo 2002 — 2005
Bachelor's degree, Communication
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America June 2008 - March 2010
Skills
Portfolio Management, Microsoft Excel, Credit Analysis, Underwriting, Financial Analysis, Financial Modeling, Commercial Banking, Commercial Lending, Relationship Management, Sales, Credit Risk, Middle Market, Loan Origination, Syndications, Industry Research
Education
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science in Business Administration (BSBA), Finance
Harry's Grooming June 2015 - August 2015
Big Society Capital October 2012 - July 2014
Bank of America Merrill Lynch July 2009 - April 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Investments, Impact Investing, Start-ups, Social Enterprise, Valuation, Start-up Consulting, Equities, Venture Capital, Strategic Planning, Structured Products, Investment Banking, Capital Markets, Derivatives, Fixed Income, Strategic Communications, Sourcing, Business Development, Product Management, Corporate Finance, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), GMAT 740
University of Bristol 2006 — 2009
2009, BSc Politics and Economics
Bavarian International School 1999 — 2005
International Baccalaureate
Bank of America Merrill Lynch June 2008 - Present
Skills
Fixed Income, Financial Modeling, Series 7, Financial Analysis, Bloomberg, Capital Markets, Investment Banking
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch July 2014 - Present
Rebsamen Trust Portfolio Management - University of Arkansas September 2013 - May 2014
Bank of America Merrill Lynch May 2013 - August 2013
Sigma Nu 2013 - 2013
Morgan Stanley May 2012 - August 2012
Skills
Mathematics, Financial Markets, Guitar, Financial Modeling, Financial Analysis, Banking, Ballet, Jazz Dance, Leadership, Portfolio Management, Management, Accounting, Analysis, Economics, Finance, Valuation, Microsoft Office, Investments, PowerPoint, Microsoft Excel
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science in Business Administration, Double Major- Accounting, Finance; Minor- Economics, Senior
Rogers Heritage High School 2006 — 2010
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch November 2011 - January 2015
Bank of America Merrill Lynch June 2010 - November 2011
Merrill Lynch June 2008 - May 2010
Skills
Creative Problem Solving, Analysis of business..., Outstanding..., Influence Others, Passion for Success, Business Strategy, Change Management, Lean Thinking, Strategic Planning, Common Sense, People Skills, PowerPoint, Microsoft Excel, Series 7, Adaptability, Financial Services, Risk Management
Education
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Finance, 3.6
Université Paris-Sorbonne 2007 — 2007
French Studies
Sumitomo Mitsui Banking Corporation May 2015 - Present
Siemens Financial Services February 2012 - April 2015
Moodys Corporation August 2011 - February 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Finance, Data Analysis, Microsoft Excel, Fixed Income, Credit Risk, Equities, Financial Reporting, Valuation, Capital Markets, Banking
Education
State University of New York at Albany 2009 — 2011
BS, Financial Analysis, Summa Cum Laude
Bank of America Merrill Lynch June 2014 - Present
Arizona Army National Guard June 2014 - Present
Young Americans for Liberty January 2013 - June 2014
University of Arizona Wildcat Battalion August 2013 - May 2014
Arizona Army National Guard January 2012 - May 2014
Skills
MS Excel, Fundraising, Logistics, Leadership, Critical Thinking, Government, Leadership Development, Public Speaking, Microsoft Office, Team Building, Training, Customer Service, Team Leadership, PowerPoint, Policy, Microsoft Word, Program Management, Microsoft Excel
Education
University of Arizona 2010 — 2014
Bachelor of Arts (BA), Philosophy
Walter Johnson High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CL King & Associates October 2013 - May 2014
State Street Alternative Investment Solutions June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Teamwork, Financial Analysis, Research, Financial Modeling, Bloomberg Terminal
Education
State University of New York at Albany 2011 — 2015
Bachelor’s Degree, Accounting & Business Administration
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
Bank of America Merrill Lynch August 2003 - Present
Skills
Collaborative Leadership, Leadership, Strategy, Public Speaking, Diversity & Inclusion, Idea Generation, Team Building, Cross-functional..., Training, Program Facilitation, Organizational Culture, Future Trends, Continuous Improvement, Competitive Advantage, Teaching, Workshop Facilitation, Creative Strategy, Creative Problem Solving, Competitive Intelligence, Program Management, Research, Microsoft Excel, Analysis, Data Analysis, Organizational..., Leadership Development..., Leadership Development, Analytics, Culture Change, Health Education, Fitness Consulting, Strategic Planning, Management, Coaching
Education
Wilmington University
Master of Business Administration (M.B.A.), Organizational Leadership (MOL), 4.0
University of California, Berkeley
Bachelor's Degree, History
REDI Global Technologies May 2014 - Present
Bank of America Merrill Lynch February 2007 - April 2014
RushGroup Technologies June 2006 - February 2007
RushTrade Securities, Inc June 2005 - June 2006
RushTrade Securities, Inc. December 2002 - June 2005
Fidelity Investments November 2000 - December 2002
Skills
Series 24, Series 7, Series 63, Equities, Bloomberg, Securities, Capital Markets, Mergers & Acquisitions, Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Client Relations Skills, Software Solution Sales, FIX, Software Documentation
Education
University of Arkansas 1996 — 2000
B.S.B.A., Financial Management
Pulaski Academy 1994 — 1996
High School
Global Markets Analytics January 2011 - Present
Bank of America Merrill Lynch June 2004 - March 2011
Merrill Lynch 2006 - 2008
KBC Financial Products September 2005 - June 2006
Citigroup December 2000 - September 2005
Radiodetection Corp. November 1996 - November 2000
Skills
Hedge Funds, Mutual Funds, Middle Office, Derivatives, Equities, Credit Derivatives, Fixed Income, Capital Markets, Trading Systems, FX Options, Commodity Markets, Equity Derivatives, Back Office, Structured Products, Swaps, Interest Rate..., Securities
Education
University of Bridgeport
JPMorgan Chase August 2014 - Present
Bank of America Merrill Lynch August 2012 - July 2014
HyperTech Solutions January 2012 - June 2012
Rail Europe, Inc. July 2001 - December 2011
Data Core (India) Pvt. Ltd. February 2000 - July 2001
Netaji Subhash Engineering College January 1999 - February 2000
DC Information & System Integration Services Ltd (India) October 1996 - January 1999
Skills
PL/SQL, Databases, SQL, Data Warehousing, SQL Tuning, Data Science, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition, SDLC, Web Development, Informatica, Unix, Shell Scripting, Core Java, JSP, XML, AJAX, JavaScript, Spring, Web Services, Hibernate, Software Project..., Database Design, Data Modeling, Testing
Education
University of Calcutta 1993 — 1996
B. Tech., Computer Science and Engineering
Ramakrishna Mission Residential College, Narendrapur 1990 — 1993
B. Sc. (Honours), Statistics
Barasat Peary Charan Sarkar Govt. High School
Higher Secondary
Bank of America Merrill Lynch March 2006 - Present
US Bank March 2005 - March 2006
Wells Fargo June 2000 - February 2005
Skills
Finance, Commercial Lending, Asset Based Lending, Financial Analysis, Mergers, Commercial Banking, Financial Modeling, Cash Management, Due Diligence, Risk Management, Credit Analysis, Treasury Management, Loans, Credit, Small Business Lending, Portfolio Management, Lines Of Credit, Banking, Leadership, Relationship Management, Corporate Finance, Credit Risk, Team Building, Sales
Education
University of Arizona 1991 — 1995
Bachelor of Science, Chemistry
GE Capital CDF Marine August 2014 - Present
First Capital December 2012 - March 2014
Bank of America Merrill Lynch May 2011 - May 2012
Bank of America Business Capital February 2006 - April 2011
Bank of America 2006 - April 2011
LaSalle Bank 2006 - 2008
Harris Bank March 1996 - February 2006
Transamerica 1992 - 1996
Skills
Commercial Banking, Loans, Credit, Lines Of Credit, Commercial Credit, Commercial Lending, Term Loans, Treasury Services, Middle Market, Small Business Lending, Merchant Services, Cross Selling, Treasury Management, Credit Facilities, Asset Based Lending, Credit Risk, Finance, Structured Finance, Working Capital...
Education
University of Arizona 1987 — 1991
Finance/Accounting
RBS/ Citizens Financial Group June 2012 - Present
Bank of America Merrill Lynch 2003 - May 2012
Banc of America Investment Services 2003 - 2004
Quick & Reilly 2003 - 2004
Gruntal & Co. 2000 - 2003
Drinker Biddle & Reath LLP 1996 - 2000
Kelley Drye & Warren LLP 1989 - 1995
Bower & Gardner 1986 - 1988
Kings County District Attorney's Office 1984 - 1986
Skills
Securities Law, Litigation, FINRA, Privacy, Risk Management, Investments, Social Media, Investment Advisory, Electronic..., Marketing, Compliance, SEC, Securities Regulation, Financial Risk, Securities, Mutual Funds, Wealth Management, Financial Services, Due Diligence, Fixed Income, AML, Portfolio Management, KYC, Alternative Investments, Trading, Banking Law, Legal Compliance, Financial Regulation, Corporate Governance, Estate Planning, Asset Management, Equities, Structured Products, Broker-Dealer, Insurance, Investment Management, Mergers & Acquisitions, Banking, Options, Investment Banking, Privacy Law
Education
Emory School of Law 1981 — 1984
Juris Doctor
State University of New York at Albany 1977 — 1981
B.S., Finance and Economics, Cum Laude
Bank Of America - Merrill Lynch August 2010 - Present
EZ Solutions Inc August 2006 - August 2010
Skills
SOA, SDLC, Trading Systems, Market Data, C#, Enterprise Architecture, Unix, Oracle, SharePoint, Web Services, Agile Methodologies, .NET, WCF, Requirements Analysis, ASP.NET, SQL, Data Warehousing, Microsoft SQL Server, Software Project..., IT Strategy
Education
University of Bridgeport
Master's degree, Computer Science
University of Pune
Bachelors, Computer Science
US Airways September 2014 - Present
Wake Forest Baptist March 2014 - August 2014
Bank of America Merrill Lynch May 2004 - December 2011
Schering-Plough Corp April 2003 - April 2004
Macy’s November 2002 - May 2003
Merrill Lynch & Co. May 2000 - January 2002
Merrill Lynch & Co. June 1995 - April 2000
Merrill Lynch & Co. October 1980 - May 1995
Skills
Human Resources, Process Improvement, Outlook, Management, Program Management, Time Management, Organizational..., Microsoft Office, Administrative..., Sales, Event Management, Microsoft Excel, Microsoft Word, Finance, Customer Satisfaction, Access, Databases, Administration, Analysis
Education
University at Albany, SUNY
M.S, Business Education
University at Albany, SUNY
B.S, Business Education
Albany Business College
A.S, Medical Secretarial/Business
Duanesburg Central School
Bank of America Merrill Lynch June 2005 - Present
Skills
Asset Allocation, Wealth Management, Certified Investment..., Alternative Investments, Fixed Income, Series 7, Hedge Funds, Equities, Private Equity, Investment Strategies, Investment Management, Bloomberg, Structured Products, FX trading, Financial Markets, Capital Markets
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Concentration in Finance and Marketing
Bank of America Merrill Lynch August 2014 - March 2015
University at Buffalo August 2012 - June 2014
Edinfocom Corp. - Manage Your Business February 2014 - May 2014
University at Buffalo School of Management MS August 2013 - October 2013
ViewTrade Holding Corp. June 2013 - August 2013
Industrial and Commercial Bank of China October 2011 - January 2012
Skills
Financial Analysis, Microsoft Excel, Research, Financial Reporting, Teamwork, Data Analysis, Financial Modeling, PowerPoint, Stata, Finance, Microsoft Office, Microsoft Word, Customer Service, Eviews, Financial Statements, Matlab, Data Mining, Forcasting, Equity Research, Valuation, Regression Analysis, Regression Models, Investments, SAS, Yieldbook, Bond Pricing, DCF Valuation, MS Excel Pivot Tables, Vlookup, Macro, QuickBooks
Education
University at Buffalo 2012 — 2014
Master's degree, Finance, General
Zhejiang Gongshang University 2008 — 2012
Bachelor's degree, Economics
University of California, Riverside 2011 — 2011
International Business Program
KRD Imports January 2013 - Present
Yelp 2012 - 2013
Bank of America Merrill Lynch 2011 - 2011
Arthur J. Gallagher & Co. 2010 - 2010
Pershing 2009 - 2009
Dewson Construction Company 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Investments, Social Media, Marketing Research, Entrepreneurship
Education
University of Alabama 2008 — 2012
Finance: Investment Management
The Tatnall School 2005 — 2008
Arvest Asset Management January 2013 - Present
Arvest Bank August 2009 - December 2012
Bank of America Merrill Lynch February 2009 - August 2009
Bank of America July 2007 - February 2009
Skills
Wealth Management, Investments, Series 7, Strategic Financial..., Mortgage Lending, Banking, Securities, Relationship Management, Commercial Lending, Series 63, Insurance, Series 6, Portfolio Management, Finance, Strategic Planning, Loans, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, Lines Of Credit, Financial Analysis, Cash Management, Private Banking, Wealth, Retirement Planning, Investment Advisory, Financial Advisory
Education
University of Arkansas at Fayetteville 1999 — 2002
BSBA, Finance and Investments
Bank of America Merrill Lynch March 2012 - Present
Aguirre Sports Network October 2010 - Present
OptionEase, Inc. June 2011 - March 2012
Solium Transcentive (Formerly Transcentive/Computershare) August 2009 - June 2011
Equity Methods/ Merrill Lynch November 2005 - March 2009
Gradient Analytics January 2004 - November 2005
Skills
Equities, Financial Analysis, Product Management, Marketing Strategy, Business Development
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Finance & Entrepreneurship
Edifecs June 2012 - Present
Shah Consulting November 2010 - June 2012
Bank of America Merrill Lynch December 2009 - September 2010
Calpine Energy June 2007 - August 2009
Ford Motor Company (Jaguar & Land Rover) February 2000 - June 2007
GE Capital September 1997 - November 1999
IBM January 1995 - September 1997
Skills
Corporate Finance, Financial Reporting, Financial Modeling, Financial Management, Financial Control, Accounting, Auditing, Internal Controls, Strategic Projects, Monthly Close, Financial System..., Cost Reduction..., FP&A, Project Managment, Six Sigma, Financial Goals, Financial Audits, Forecasting, Project Management, Financial Services, Managerial Finance, Process Improvement, Finance, Account Reconciliation, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Management, Analysis, Cross-functional Team..., Financial Forecasting, Cost Accounting, Cash Flow, Executive Management, Business Strategy, Leadership, Cash Management, Analytics, Program Management, Pricing, Strategic Planning, Mergers & Acquisitions, General Ledger, Project Planning, Revenue Recognition, Operations Management
Education
University of Bridgeport 1990 — 1992
BS
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2009 - April 2011
Merrill Lynch May 2005 - January 2009
New York State Dept. of Tax and Finance March 2001 - April 2005
Skills
Windows Server, Servers, Disaster Recovery, Citrix, SharePoint, Security, Fixed Income, Vendor Management, SDLC, Risk Management, Banking, Process Improvement
Education
University at Albany, SUNY 1994 — 1997
DARTON GROUP Consulting September 2015 - Present
Wells Fargo November 2014 - June 2015
Bank of America Merrill Lynch July 2010 - January 2014
Wells Fargo May 2008 - July 2010
Wachovia, A Wells Fargo Company February 2005 - January 2008
Wachovia Securities November 2005 - February 2006
Wachovia, A Wells Fargo Company July 2002 - May 2005
Wachovia, A Wells Fargo Company September 2001 - July 2002
Bank of America January 2000 - March 2001
Bank of America February 1999 - January 2000
Skills
Leadership, Project Portfolio..., Strategy, Risk Management, Program Management, E-commerce, Financial Services, Governance, Credit, Banking, Product Management, Analytics, Project Management, Vendor Management, Management, Project Planning, Executive Management, Financial Risk, Training, Operations Management, Online Marketing, Mergers & Acquisitions, Budgets, Capital Markets, Forecasting, Business Process, Portfolio Management, Analysis, Business Intelligence, Business Strategy, Management Consulting, Thought Leadership, CRM, SDLC, Enterprise Software, Business Process..., Sales, Investment Banking, Process Improvement, Integration, Requirements Gathering, Strategic Planning
Education
University of California, Berkeley 1986 — 1989
Masters, Architecture
University of California, Berkeley 1984 — 1986
Bachelor's Degree, Environmental Design
Bank of America Merrill Lynch July 2015 - Present
TradeSmith, LLC І March 2014 - May 2015
Morgan Stanley June 2007 - August 2013
Citi Smith Barney March 2007 - June 2007
Comcast April 2006 - September 2006
Skills
Credit, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Wealth Management, Securities, Customer Service, Social Media Marketing, Banking, Investments, Management, Analysis
Education
University of Baltimore
B.S, Business Administration; Entrepreneurship, 3.4
Bank of America Merrill Lynch September 2012 - September 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Fixed Income, Teamwork
Education
University College Dublin 2008 — 2012
Business and Law
Wells Fargo July 2013 - Present
Bank of America Merrill Lynch April 2008 - July 2013
Bank of America April 1995 - April 2008
Bank of America January 1994 - April 1995
Republican National Committee February 1991 - July 1991
Europ Assistance 1988 - 1991
Skills
Loan Servicing, CMBS, Foreclosures, REO, Cash Management, Asset, Syndications, Sales, Market Research, Investment Banking, Commercial Banking, Risk Management, Finance, Private Equity, Corporate Finance
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1984 — 1988
BA, Political Science and French
Université Paris-Sorbonne 1987 — 1987
Certificat, Liberal Arts
Charlotte Country Day School 1981 — 1984
Fort Washington Investment Advisors, Inc. October 2014 - Present
Morningstar February 2014 - October 2014
Morningstar January 2012 - February 2014
Westgate Condominium Corporation October 2008 - September 2012
Bank of America Merrill Lynch August 2010 - December 2011
Canadian Energy Research Institute (CERI) April 2009 - July 2010
DCM Energy Associates Ltd. November 2005 - July 2010
Canadian Energy Research Institute (CERI) February 2008 - March 2009
Energy Alberta Corp. 2005 - 2008
Skills
Economics, Energy, Strategy, Analysis, Investments, Financial Modeling, Equities, Corporate Finance, Valuation, Equity Research, Petroleum, Natural Gas, Investor Relations, Business Planning, Project Management, Bloomberg, Financial Analysis, Finance, Portfolio Management, Morningstar Direct, Energy Industry, Forecasting, Pipelines, Capital Markets
Education
University of Alberta 2003 — 2004
Master of Arts, Economics
University of Waterloo 1999 — 2003
Arts, Honours, Economics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch October 2011 - July 2014
AnewAmerica Community Corporation May 2010 - August 2010
RJ Lee Group June 2006 - August 2006
Skills
Stata, Microsoft Office, Basic Photoshop, Excel, PowerPoint, Word, Research, Financial Modeling, Financial Statement..., Credit Analysis, Bloomberg, Risk Management, Microsoft Excel, Market Research, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Investments, Mergers & Acquisitions, Business Strategy, Underwriting, Credit, Derivatives
Education
University of California, Berkeley 2007 — 2011
B.A., Environmental Economics and Policy, Public Policy
Arroyo High 2003 — 2007
High School Diploma
JPMorgan Chase September 2013 - February 2015
JPMorgan Chase November 2011 - May 2013
Citi 2013 - 2013
We Language International LLC June 2009 - November 2011
Bank of America - Merrill Lynch 2008 - 2008
China Construction Bank 2007 - 2007
Skills
Portfolio Management, Asset Managment, Leadership, Financial Modeling, Investments, Fixed Income, Valuation, Finance, Asset Management, Investment Banking, Equity Research, VBA, Market Risk, Banking, Financial Analysis
Education
State University of New York at Buffalo 2007 — 2009
Master, Financial Economics
Manning & Napier January 2015 - Present
Manning & Napier June 2013 - January 2015
Manning & Napier June 2011 - June 2013
U of A's Arvest Fixed Income Securities Class August 2010 - May 2011
Bank of America Merrill Lynch June 2010 - May 2011
Boston Mountain Money Management, Inc. September 2009 - November 2009
Skills
Financial Modeling, Equity Research, Investments, Valuation, Portfolio Management, Financial Markets, Financial Analysis, Finance, Data Analysis, Wealth Management, Equities, Asset Management, Microsoft Excel
Education
University of Arkansas at Fayetteville 2007 — 2011
B.S.B.A., Magna cum laude, Financial Management/Investment
Guggenheim Partners March 2013 - Present
US Bank January 2011 - March 2013
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch July 2007 - May 2010
Skills
Fixed Income, CLO, Portfolio Management, Investment Banking, Asset Managment, Bloomberg, Settlement, Securitization, Structured Products, Alternative Investments, Banking, Financial Analysis, Financial Reporting, Structured Finance, Financial Modeling, Corporate Trust, Wealth Management, Investments, Credit, Loans, Securities, Bonds, Financial Services, CDO, Analysis, Credit Risk, Cash Flow, Cash Management, Finance, Asset Management, Valuation, Mutual Funds, Credit Analysis, Hedge Funds, Equities
Education
University of Arizona, Eller College of Management 2003 — 2007
BS, Finance
Glenbard South High School 1999 — 2003
Sun Mountain Capital / Mexico Ventures January 2012 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Merrill Lynch January 2005 - June 2007
Westpac Institutional Bank February 2002 - January 2005
Skills
Credit Analysis, Investment Banking, Corporate Finance, Financial Modeling, Leveraged Finance, LBO, High Yield, Financial Analysis, Capital Markets, Due Diligence, High Yield Bonds, Venture Capital, Capital Structure, Financial Structuring, Capital Raising
Education
Wharton Executive Education 2007 — 2007
Executive Education
University of Adelaide 1998 — 2001
Bachelor of Commerce, Corporate Finance
Bank of America Merrill Lynch September 2010 - May 2015
Goldman Sachs January 2001 - August 2010
vSimplify.com January 2000 - November 2000
Morgan Stanley January 1995 - December 1997
Iris Financial Engineering January 1992 - January 1995
Skills
Trading Systems, Agile Methodologies, Enterprise Architecture, Service Oriented..., SDLC, Unix, Java, Distributed Systems, Perl, Software Development, Python, Semantic Web, Reference Data, Entitlements, Object Oriented Design, REST, Software Project..., Software Engineering, System Architecture
Education
University of California Los Angeles 1986 — 1988
MS, Computer Science
University of California at Berkeley 1981 — 1986
BS, Computer Science
Berkeley High School 1977 — 1981
Gap Inc./Old Navy May 2013 - Present
Gap Inc./Old Navy September 2010 - May 2013
Bank of America Merrill Lynch September 2007 - September 2010
Fisher Investments August 2008 - September 2009
Skills
Financial Analysis, Strategy, Forecasting, Management, Analysis, Budgets, Microsoft Excel, Asset Allocation, Sales, Corporate Finance, Investments, Marketing, Financial Modeling, Valuation, Training, Series 7, Strategic Financial..., Inventory Management, Cross-functional Team..., Retail, Finance, Trading, Analytical Reasoning, PowerPoint
Education
UC Berkeley 2012 — 2015
MBA, Finance
University of California, Santa Barbara 2002 — 2006
BS, Business Economics, 3.55
Staples Advantage May 2010 - Present
iPayMobil.com September 2012 - January 2014
ADP February 2013 - June 2013
Pervasive Health November 2012 - January 2013
Wampum June 2012 - October 2012
CME July 2011 - October 2012
Exelis GeoSpatial May 2012 - September 2012
Tenpercent Inc. 2010 - January 2012
Bank of America Merrill Lynch May 2010 - May 2011
CME 2008 - May 2010
Skills
Software Development, SQL, Agile Methodologies, Java, SDLC, Integration, Web Services, Java Enterprise Edition, Smart GWT, XML, Enterprise Architecture, Unix, Hibernate, Subversion, Spring, Linux, Git, Eclipse, MySQL, JavaScript, JSP, .NET, Perl, JSON, Databases, Oracle, Object Oriented Design, Python, JBoss Application Server, PHP, Spring Framework
Education
University of Arizona
BSEE, Electrical & Computer Engineering
University of Washington
Pre-Engineering
SunGard April 2014 - Present
State Street August 2011 - April 2014
Bank of America Merrill Lynch September 2010 - July 2011
Goldman Sachs September 2004 - March 2010
BNP Paribas February 2004 - September 2004
US Clearing, a Division of Fleet Securities July 2001 - January 2004
Skills
Prime Brokerage, Securities, Hedge Funds, Alternative Investments, Securities Lending, Equities, Brokerage, Investments, Bloomberg, Fixed Income, Valuation, Financial Services, Finance, Capital Markets, Derivatives, Asset Management
Education
State University of New York at Albany 1996 — 2001
BA, Political Science
Bank of America Merrill Lynch July 2015 - Present
Advantage Futures June 2014 - August 2014
Chicago Academy of Irish Dance May 2013 - September 2013
Shoreline Sightseeing May 2013 - August 2013
Skills
Social Media, Social Networking, Team Leadership, Communication Skills, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, Customer Service, Financial Modeling, Investment Banking, Event Planning, Corporate Finance, Managerial Finance, Public Relations, Microsoft Office, Project Management, Financial Reporting, Marketing Strategy, Public Speaking
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor's Degree, Finance, Investment & Banking with a Health Care Management Specialization
University College Dublin 2014 — 2014
Business/Commerce, General, 3rd Year
IC Catholic Prep 2007 — 2011
High School
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Bank of America Merrill Lynch November 2014 - Present
EOIR Technologies, Inc. October 2008 - November 2014
Citi January 1999 - October 2008
Lockheed Martin January 1997 - January 1999
Skills
Software Engineering, Unix, Software Design, Agile Methodologies, Java, Software Development, Software Project..., Linux, SOA, Requirements Analysis, Eclipse, Integration, Program Management, Business Analysis
Education
University at Buffalo 1993 — 1997
Bachelor's degree, Computer Science
Bank of America Merrill Lynch February 2015 - Present
Carondelet Health Network June 2011 - February 2015
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Project Management, Revenue Cycle, Accounts Receivable, Microsoft Word, Forecasting, Budgets, Financial Reporting, Finance, Corporate Finance, Risk Management
Education
University of Arizona 2007 — 2011
BBA, Finance
Bank of America Merrill Lynch July 2015 - Present
Cargill November 2008 - November 2013
Bank of Tokyo-Mitsubishi UFJ August 2007 - October 2008
First Tennessee Bank February 1996 - August 2004
Skills
Letters of Credit, Team Leadership, Leadership, Credit, Credit Analysis, Training, Trade Finance, Project Planning, International Business, Risk Management, Banking, Finance
Education
University of Belgrade 1990 — 1992
Specialty Study, Money and Capital Market, Money and Capital Market Specialist
University of Sarajevo Bosnia and Herzegovina
Bachelor's degree, Economics, 9.56, out of 10.00
Bank of Oklahoma January 2015 - Present
INTRUST Bank February 2012 - December 2014
Liberty Bank of Arkansas October 2010 - February 2012
Bank of America Merrill Lynch June 2007 - October 2010
Arvest Bank January 1997 - March 2007
Skills
Credit, Portfolio Management, Commercial Banking, Loans, Banking, Financial Analysis, Mortgage Lending, Budget, Retail, Real Estate, Customer Service, Sales, Negotiation, Strategic Planning, Team Building, Investments, Sales Management, New Business Development, Commercial Lending, Forecasting, Leadership, Management, Finance, Financial Services, Credit Analysis, Strategy, Small Business Lending, Public Speaking
Education
University of Arkansas 1988 — 1994
BSBA, Financial Management
Arkansas Bankers Association Lending School
Commercial Credit, Commercial Lending, Top 10% of Class
Walton Institute of Retailing
Business Retail, Leadership Training for Wal-Mart and Arvest Leadership
Bank of America Merrill Lynch May 2014 - September 2015
EJ Sterling October 2013 - April 2014
Equity Intelligence July 2012 - August 2012
Bank of India June 2011 - July 2011
Equity Intelligence September 2006 - March 2007
Skills
Statistics, Economics, Quantitative Analytics, Statistical Modeling, Equities, Matlab, Portfolio Management, Financial Modeling, Fixed Income, Financial Analysis, Applied Mathematics, Maple, R, Mathematical Modeling, Data Analysis, Quantitative Finance, Pattern Recognition, DCF
Education
SUNY at Buffalo 2010 — 2013
Bachelor of Arts (B.A.), Mathematics/Economics
Bank of America Merrill Lynch July 2015 - Present
Culverhouse Investment Management Group May 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Forza Financial March 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Books A Million May 2012 - August 2012
Skills
Data Analysis, Applied Mathematics, Analytical Skills, Writing, Team Leadership, Microsoft Office, Financial Modeling, Economics, Management, Research, Financial Analysis, Risk Management, Investments, Quantitative Risk, Market Risk, Financial Risk, Credit Risk, Investment Management
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Math
Jefferson County International Baccalaureate School 2007 — 2011
High School
Bank of America Merrill Lynch June 1998 - Present
Montreal Trust Company of Canada June 1989 - May 1998
Skills
Foreign Exchange, Sales, Management, Customer Service, Leadership, Research, Data Analysis, Regulatory Compliance, Risk Management, Banking, Negotiation, Portfolio Management
Education
University of Buenos Aires 1982 — 1987
Public Translator, International Law and Legal Studies
Escuela Nacional de Periodismo 1983 — 1986
Journalist, Communication and Media Studies
Norwest Venture Partners August 2015 - Present
Morgan Stanley April 2014 - July 2015
Bank of America Merrill Lynch July 2013 - March 2014
UBS Investment Bank June 2012 - August 2012
Alpine Investors November 2011 - May 2012
Haas School of Business January 2011 - June 2011
Skills
Microsoft Excel, Healthcare, Market Research, PowerPoint, Business Valuation, Mandarin, Financial Analysis, Financial Modeling, Finance, Valuation, Private Equity, Investment Banking, Capital IQ, Bloomberg, Corporate Finance, Economics, Venture Capital, Capital Markets
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Applied Mathematics and Economics
Lyft June 2015 - Present
Electronic Arts August 2013 - May 2015
Electronic Arts June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2012
Carsala January 2010 - May 2010
Skills
Mandarin, Investments, Financial Modeling, Finance, Bloomberg, Economics, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Stata, Microsoft Excel, Marketing, PowerPoint, Cantonese, Equity Research, Market Research, Microsoft Office, Chinese, Mosquito Control, Seamanship, Laser Surgery, Beer, Blood Collection, Cat Herding, Dark Pools, Brain-computer..., Sharks, Spray Tanning, Figure Skating
Education
Les Roches International School of Hotel Management Switzerland 2013 — 2013
Postgraduate Studies, Hospitality Administration/Management
University of California, Berkeley 2009 — 2012
Bachelor, Economics
Forbes June 2012 - Present
BG Strategic Advisors January 2013 - Present
Yahoo August 2014 - Present
Bloomberg TV and FOX Business News Guest Commentator October 2012 - Present
Focus Investment Banking May 2010 - January 2013
Marsh & McLennan September 2007 - May 2010
Clark Consulting May 1999 - June 2007
Bank of America Merrill Lynch May 1997 - May 1998
Ernst & Young January 1995 - April 1997
Skills
Mergers, Acquisitions, Private Equity, Business Valuation, Venture Capital, Strategic Planning, Public Speaking, Executive Pay, Valuation, Mergers & Acquisitions, E-commerce, Online Journalism, TV Commentator, Executive Compensation, LBO, Investments, Investment Banking, Analysis, Corporate Finance, Divestitures, Finance, Strategy, CRM, Corporate Development, Management
Education
University of Alabama, Manderson Graduate School of Business 1999 — 1999
Masters, Finance
University of Southern California - Marshall School of Business 1986 — 1990
Bachelor of Science, Business Administration
Bridge Partners (www.bridgepartners.com) August 2011 - July 2015
Prudential Financial January 2009 - August 2011
Bank of America Merrill Lynch May 2008 - July 2008
Morgan Stanley May 2004 - July 2004
Skills
Commercial Real Estate..., Life Company Lending, Agency Lending, Multifamily, Office, Retail, Hospitality, Student Housing, Distressed Debt, Note Acquisition, Affordable Housing, Single Family Homes, Real Estate Asset..., Construction Loans, Condo Conversion, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Real Estate Private..., Real Estate Broker..., Real Estate Brokerage, Investment Properties, Alternative Investments, Return on Investment, Financial Modeling, Website Development, Template Creation, Business Modeling, Data Modeling, Appraisals, Residential Trust Deeds, Cash Flow Forecasting, Market Research, IRR Waterfall, Market Analysis, Third Party Inspection, Institutional Investors, Real Estate Tax Appeals, Trend Forecasting, Valuation, Valuation Modeling, Investment Valuation, Real Estate Valuation, Comparable Analysis, Legal Documents, Contractor Supervision, Site Visits, Real Estate Due..., Due Diligence
Education
University of California, Berkeley 2004 — 2008
Bachelor's Degree, Economics
Age of Learning, Inc. / ABCmouse.com October 2013 - Present
Netflix June 2013 - October 2013
Netflix September 2010 - June 2013
Tower Group Companies March 2010 - September 2010
Bank of America Merrill Lynch July 2007 - June 2009
JDSU February 2002 - August 2005
JDS Uniphase August 2000 - February 2002
Skills
Financial Modeling, Valuation, Strategy, Due Diligence, Process Improvement, Business Strategy, Finance, Cross-functional Team..., Business Development, Management, Strategic Planning, Cloud Computing, Analysis, Business Process, Strategic Financial..., Financial Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of California, Berkeley 1995 — 2000
B.S., Mechanical Engineering
Bank of America Merrill Lynch September 2015 - Present
Wish Youth Network Society September 2012 - Present
Camlife Financial Corp. June 2015 - August 2015
Acton Accounting & Bookkeeping Inc. May 2015 - August 2015
Associated Students of the University of California September 2014 - May 2015
Quad September 2014 - April 2015
Lions Clubs International June 2011 - June 2014
British Columbia Model United Nations May 2013 - October 2013
Skills
Leadership, Nonprofits, Public Speaking, Networking, Coaching, Marketing, Event Planning, Social Media Marketing, Organizational..., Community Outreach, Social Media, Fundraising, Social Networking, Event Management, Volunteer Management, Public Relations, Time Management, Team Leadership, Team Building, Management, Project Management, Teamwork, Workshop Facilitation, Community Development, Microsoft Office
Education
University of California, Berkeley 2014 — 2018
Bachelor of Business Administration (BBA), Bachelor of Political Economy, 4.00/4.00
R.E. Mountain Secondary School 2009 — 2014
University at Albany August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
CommerceHub June 2014 - May 2015
MyPlasticBrain August 2014 - April 2015
University at Albany October 2011 - April 2015
Skills
SQL, C, Java, Databases, JavaScript, Python, KDB, HTML, CSS, Business Intelligence, Microsoft SQL Server, Microsoft Office
Education
State University of New York at Albany 2014 — 2015
Master’s Degree, Computer Science, 3.8
State University of New York at Albany 2011 — 2015
Bachelor’s Degree, Computer Science, Magna Cum Laude
Bank of America Merrill Lynch June 2014 - August 2014
Caston Construction Company May 2012 - August 2012
The Runner May 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Social Media, PowerPoint, Event Planning, Customer Service, Microsoft Word, Social Networking, Leadership, Strategic Planning, Sales
Education
University of Arkansas at Fayetteville 2011 — 2015
Bachelor's Degree, Finance (Accounting Minor), Senior
Heritage Hall High School 1999 — 2011
High School, High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Skills
Economics, Research, Stata, Econometrics, Statistics, R, SQL, JMP, Netezza, SAS Programming, Python, VBA, Community Outreach, Marketing, Microsoft Excel, Market Research, Business Strategy, Banking, Energy Efficiency, Energy Policy, Economic Research, Policy, Energy, Energy Management, Fundraising, HTML, Microsoft Office, Photoshop, WordPress, Dreamweaver, PowerPoint
Education
University of California, Berkeley
Bachelor of Science (B.S.)
Bank of America Merrill Lynch August 2009 - Present
Bank of America April 2004 - August 2009
Fleet Bank April 1993 - April 2004
Garden Way Manufacturing March 1990 - April 1993
Skills
IT Strategy, IT Management, Software Project..., Banking, Business Analysis, Business Intelligence, Business Management, Business Objects, Microstrategy, SQL, Vendor Management, Budgeting, Contract Negotiation, Documentation, Data Analysis, Knowledge Management, Outsourcing, Problem Solving, Teaching, Microsoft SQL Server, Data Integration, Data Quality, Cognos, Management, Project Management, Databases
Education
SUNY Albany
Bachelor of Science (BS), Economics
Cisco Systems July 2013 - Present
Cisco Systems May 2012 - July 2013
Future Business Leaders of America: Phi Beta Lambda February 2013 - May 2013
Tau Omega Pi January 2013 - May 2013
Future Business Leaders of America: Phi Beta Lambda September 2012 - December 2012
Tau Omega Pi August 2012 - December 2012
Berkeley Future Business Leaders of America: Phi Beta Lambda May 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Riviera Partners May 2010 - August 2010
Future Business Leaders of America: Phi Beta Lambda January 2010 - May 2010
Skills
Entrepreneurship, Networking, Analysis, Event Management, Information Technology, Social Networking, Personal Finance, Databases, Business Strategy, Enterprise Architecture, Operational Cost..., International Business, Community, Recruiting, Managerial Finance, SDLC, Service Supply Chain, IT Cost Accounting, Asset Life Cycle..., Data Science, ITIL v3 Foundations..., Scrum, IT Operations, R, Python
Education
University of California, Berkeley 2009 — 2013
B.A., Political Economy - Global Economics, Business
Merrill F. West High 2005 — 2009
High School Diploma, Marketing, Business
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2006 - June 2014
Johnson & Johnson June 2005 - August 2005
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Credit, Bloomberg, Portfolio Management, Management, Risk Management, Strategy
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch March 2015 - Present
Morgan Stanley June 2013 - March 2015
UPS January 2013 - June 2013
SimonOMS April 2012 - June 2013
University at Buffalo September 2009 - May 2013
SUNY Buffalo - ITTS March 2011 - November 2012
Brilliant Transportation June 2010 - August 2010
Skills
Git, Eclipse, Visual Studio, .NET, Amazon Web Services..., *Nix Operating Systems, Citrix, Windows Azure, linq, DevExpress, Object Oriented..., Logical Programing, Autodesk, Imperative Programming, Gdb, Hg, WPF Development, WinForms, C#, Node.js, MVC Architecture, MVVM, OO Software Development, Program Development, Linux, Design Patterns, Programming, WPF
Education
Buffalo 2009 — 2013
Bachelors of Science, Computer Information And Science
State University of New York at Buffalo 2009 — 2013
BS, Computer Science
Baruch College Campus High School 2006 2006 — 2009
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Equinox Securities, Inc. May 2014 - August 2014
Alfavito Hotel July 2013 - August 2013
Apartment Rental Assistance May 2013 - July 2013
Padilla and Associates May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Data Analysis, Time Management, Access
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Beverly Hills High School 2007 — 2011
Nomura Securities February 2011 - May 2015
Bank of America Merrill Lynch 2010 - February 2011
dbConcert May 2009 - May 2010
Goldman Sachs June 2008 - May 2009
Merrill Lynch August 2006 - May 2008
ActForex March 2006 - July 2006
Defond 2004 - 2006
NexTag 2002 - 2003
Skills
.NET, Java, Multithreading, SQL Tuning, Web Development, Trading Systems, Agile, Risk, Distributed Systems, XML, JMS, OOP, Software Development, SOA, Architecture, Fixed Income, Trading, Analytics, Electronic Trading, Design Patterns, C#, Optimization, Application Development, Scrum, Scala, Akka, XSD, Hudson, Maven, Bamboo, Nexus, TIBCO EMS, ESB, Spring, IKVM.NET, Extreme Programming, J2EE, AJAX, HTTP, Java Enterprise Edition, Financial Risk, JSP, Sybase, Perl, Agile Methodologies, SQL, Web Services, Management, VBA, Database Design
Education
University of California, Berkeley
Bachelor’s Degree
University of California, Los Angeles
State University of New York at Buffalo 1999 — 2000
Level 3 Communications, LLC May 2014 - Present
HSBC July 2013 - April 2014
Merrill Lynch July 2011 - June 2013
Bank Of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Asset Management, Mergers & Acquisitions, Analysis, DCF, Financial Modeling, Valuation, Mergers, Finance, LBO, Capital IQ, Series 63, Bloomberg, Due Diligence, IPO
Education
University of California, Berkeley 2009 — 2010
Bachelor of Arts (BA), Economics
US Trust October 2010 - Present
Bank of America Merrill Lynch March 2008 - October 2010
Bank of America February 2004 - March 2008
Bank of America August 2000 - April 2001
Philip Morris International August 1995 - June 1997
Skills
Wealth Management, Banking, Credit, Estate Planning, Financial Services, Mortgage Lending, Series 7, Loans, High Net Worth..., Asset Management, Wealth Management..., CRM, Leadership, Accounting, Sales, Insurance, Trading, Finance, Relationship Management, Investments
Education
University of Maryland University College 2007 — 2009
Master, Business Administration
State University of New York at Albany 1991 — 1995
BA, American History
UC Berkeley Student Learning Center August 2014 - Present
Cal Archery DeCal January 2013 - Present
USA Archery November 2013 - Present
Bank of America Merrill Lynch June 2015 - August 2015
10sec April 2015 - June 2015
UC Berkeley January 2015 - May 2015
University of California, Berkeley, Haas School of Business January 2014 - November 2014
Northwestern Mutual January 2014 - November 2014
Sakura Kyodo Law Offices June 2013 - June 2013
Skills
Microsoft Excel, Financial Modeling, Finance, Microsoft Office, Economics, Stata, Strategic Financial..., Financial Analysis, Risk Management, Spanish, Translation, Tutoring, PowerPoint, Financial Planning, Public Speaking
Education
UC Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics and Economics
Great Oak High School 2008 — 2012
High School, 4.75
Temecula Valley High School 2011 — 2012
High School, Mathematics
Bank of America Merrill Lynch October 2014 - Present
Lloyds Banking Group August 2009 - October 2014
GMAC January 2008 - July 2009
Bank of America July 2007 - January 2008
Bank of America September 2004 - June 2007
Citigroup January 2002 - September 2004
Citigroup October 1997 - December 2001
Arthur Andersen & Co January 1994 - December 1996
Skills
ALM, Asset Management, Asset Managment, Auditing, Banking, Economics, Finance, Financial Analysis, Financial Modeling, Financial Risk, Funds Transfer Pricing, Interest Rate..., Interest Rate Risk..., Investment Banking, Investment Management, Liquidity Risk, Management, Mergers, Restructuring, Risk Management, Securitization, Structured Finance, Treasury, Valuation, Financial Services
Education
Institute of Chartered Accountants in England & Wales 2012 — 2012
ACA, Chartered Accountant, Accepted as Member
Université Nice Sophia Antipolis 1997 — 1997
French Language and Civilizations, French Language
South African Institute of Chartered Accountants 1994 — 1994
Final Qualifying Exam, Financial Accounting and Auditing
University of Cape Town 1993 — 1993
Post-Graduate Diploma of Financial Accounting (PGDA), Financial Accounting
University of Cape Town 1989 — 1992
Bachelor of Business Science (Finance) (Honours), Finance & Accounting
Bank of America Merrill Lynch May 2013 - Present
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Financial Modeling, Leveraged Finance, Project Finance, Energy, Corporate Finance, Capital Markets, Private Equity, Finance, Financial Analysis, Due Diligence, Equities, Investments, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Portfolio Management, Restructuring, M&A analysis, M&A Modeling, DCF Valuation, Power Generation, Power Plants, Transmission, Renewable Energy, Alternative Investments, Alternative Energy, Commodity Markets
Education
University of California, Berkeley 2000 — 2004
BA
University of California, Berkeley
Bachelor's degree
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch August 2008 - December 2011
Merrill Lynch & Co. Inc. June 2007 - August 2007
Dolby Laboratories Inc. May 2000 - May 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
University of California, Berkeley 1996 — 2000
BS, Electrical Engineering and Computer Science
Bank of America Merrill Lynch 2008 - Present
Bank of America December 2001 - August 2006
Bank of America December 1994 - September 1995
Skills
Unix, Disaster Recovery, Solaris, Integration, Business Analysis, System Administration, Linux, Troubleshooting, Project Management, Vendor Management, SharePoint, Perl, IT Management, Visio, Process Improvement, Quality Assurance, Virtualization, Unix Shell Scripting, Training, Data Center, Risk Assessment, Risk Management, Project Planning, EMC SAN Administration, NetBackup, Backup Solutions, Interviews, Interpersonal Skills, Interpersonal..., Microsoft Project
Education
University at Albany, SUNY 1990 — 1993
Psychology, Anthropology
J.P. Morgan Asset Management 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
OppenheimerFunds 2005 - 2011
OppenheimerFunds 2001 - 2005
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1997 - 1999
OppenheimerFunds 1994 - 1996
OppenheimerFunds 1991 - 1993
Skills
Mutual Funds, Relationship Management, Employee Training, Campaigns, Project Management, Series 7, Multi-channel Marketing, Series 63, Financial Services, Integrated Marketing, Retirement, Strategic Planning, Advertising, Cross-functional Team..., Practice Management, Investments, Strategy, FINRA, Marketing Communications, Product Management, Asset Allocation, Competitive Analysis, Alternative Investments, Asset Management, Retirement Planning, Market Research, Separately Managed...
Education
University at Albany, SUNY 1982 — 1986
BA
Bank of America Merrill Lynch May 2015 - Present
Bank of America March 2013 - Present
Bank of America May 2012 - March 2013
Bank of America August 2011 - May 2012
Bank of America September 2008 - August 2011
Bank of America May 2006 - September 2008
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Relationship Management, Treasury Services, Liquidity Management, Corporate Finance, Commercial Lending, Treasury, Portfolio Management, Business Development, Financial Services, Strategy, Product Management, Loans, Cross Selling, Credit Analysis, Credit Risk, Finance, Sales, New Business Development
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Legal Studies, General
BMO Capital Markets April 2014 - Present
Susquehanna Financial Group June 2010 - April 2014
Bank of America Merrill Lynch January 2006 - May 2010
Pfizer Pharmaceuticals July 2004 - November 2005
Education
State University of New York at Buffalo 1993 — 1997
Business Administration and Management, General
Bank of America December 2010 - Present
Bank of America Merrill Lynch April 2007 - December 2010
MSCI Barra May 1999 - March 2007
Skills
Portfolio Management, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Risk Management, Alternative Investments
Education
University of California, Berkeley 1991 — 1999
Ph.D., Bioengineering
University of Pennsylvania 1987 — 1991
Barclays September 2012 - Present
Toronto Dominion June 2012 - September 2012
Barclays Capital/Finance April 2011 - January 2012
Brooklyn Bridge Park Conservancy 1994 - 2012
Bank of America Merrill Lynch April 2010 - March 2011
Barclays Capital April 2009 - October 2010
Wilmington Trust August 2008 - November 2008
Bank of America March 2003 - August 2008
Fifth Third Bank June 2001 - February 2003
Peter Vinella Associates 1998 - 2003
Skills
Equities, Interest Rate..., Prime Brokerage, Collateral Management, Money Market, Derivatives, Trading Systems, Capital Markets, Investment Banking, Back Office, FX Options, Banking, Trading, Basel II, Equity Derivatives, Portfolio Management, Financial Services, Financial Risk, Credit Derivatives, CLS, Multicurrency accounting, Subledger Accounting, Securities, Business Analysis, Settlement, Options, Risk Management
Education
New York University, Fordham University, City University, NY Institute of Finance 1972 — 1974
post graduate studies, Education, Mathematics and Finance
University of Arizona 1965 — 1969
BS, Marketing/Mathematics
University of Arizona
Ms, Business Administration and Management, General
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 1999 - January 2011
PricewaterhouseCoopers 1995 - 1999
Skills
Reference Data, SDLC, Data Quality, Data Governance, PMP, Basel II, Project Management, SOA, Master Data Management, Capital Markets, IT Strategy, Prime Brokerage, Vendor Management, Risk Management, Fixed Income, PMO, Strategy, Middle Office, Financial Services, Market Data, Financial Risk, Portfolio Management, Trading Systems, Sybase, Electronic Trading, Derivatives, Equity Derivatives, Securities, Credit Derivatives, Equities, Investment Banking, Swaps, Collateral Management, Securities Lending, Interest Rate...
Education
University at Albany, SUNY 1983 — 1985
MBA, MIS
Bank of America Merrill Lynch May 2014 - Present
Jefferies & Company June 2010 - May 2014
SunTrust Robinson Humphrey December 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, LBO, Equities, Bloomberg, Private Equity, Leveraged Finance, Corporate Development, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2007
Master of Business Administration, Accounting / Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Alabama 2002 — 2005
Bachelor of Science, Finance
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch March 2008 - January 2011
Bank of America May 2007 - August 2007
Skills
C++, Python, Microsoft SQL Server, SQL, Sybase, Unix, Agile Methodologies, Trading Systems
Education
University at Buffalo 2006 — 2007
Master's, Computer Science
VESIT University of Mumbai 2000 — 2004
Bachelor's, Information Technology
RiverCross Securities January 2014 - Present
Bank of America Merrill Lynch November 2009 - December 2013
Fidessa October 2006 - December 2009
Lava Trading 2003 - 2007
Citigroup 2003 - 2006
Primex Trading 2000 - 2003
Bloomberg Financial Markets 1996 - 1998
Skills
Equities, Electronic Trading, Sales, Trading Systems, Financial Markets, Management
Education
University at Albany, SUNY 1989 — 1993
Bank of America Merrill Lynch 2009 - Present
UBS Investment Bank 2005 - 2009
Prudential Financial 1997 - 2005
Skills
Equities, Change Management, Capital Markets, Fixed Income, Derivatives, Financial Services, Management, SDLC, Portfolio Management, Financial Risk
Education
University at Albany, SUNY 1992 — 1996
Bank of America Merrill Lynch April 2001 - Present
Bank of America Merrill Lynch March 2010 - April 2013
Bank of America Merrill Lynch April 2006 - March 2010
Bank of America Merrill Lynch April 2004 - April 2006
Bank of America April 2001 - April 2004
Convergys April 1996 - April 2001
Skills
Treasury Services, Banking, Mortgage Banking, Investments, Risk Management, Treasury Management, Cash Management, Management, Commercial Banking, Financial Analysis, Relationship Management, Financial Services
Education
University of Arizona 1998 — 2000
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Bank of America Merrill Lynch November 2014 - Present
City of Somerville October 1999 - June 2014
Bank of America 2006 - 2014
Massachusetts State Senate 1999 - 2006
Commonwealth of Massachusetts- Division of Registration June 1994 - October 1996
Massachusetts House of Representatives April 1994 - September 1996
Commonwealth of Massachusetts-House of Representatives 1989 - 1994
Skills
Government, Community Outreach, Policy, Strategic Communications, Public Policy, Community Development, Legislative Relations, Economic Development, Nonprofits, Policy Analysis, Political Campaigns, Research, Strategic Planning, Media Relations, Politics
Education
SUNY Albany Rockefeller School of Public Affairs and Policy 1986 — 1988
Master's degree, Political Science and Government
University at Albany, SUNY 1982 — 1986
Bachelor's degree, Political Science and Government
Wells Fargo Securities August 2009 - Present
Bank of America Merrill Lynch January 1995 - July 2009
Skills
Bonds, Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Investments, Hedge Funds, Asset Management, Investment Banking, Valuation, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), International Finance
University of California, Berkeley
Bachelor of Arts (BA), American History (United States)
Citigroup Global Markets 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
Credit Suisse First Boston 2001 - 2003
Goldman Sachs 2000 - 2001
Skills
Fixed Income, Securitization, Private Equity, Investments, ABS, Capital, Divestitures, Investment Banking, Capital Markets, Valuation, Venture Capital, Financial Structuring, Financial Modeling, Financial Services, Portfolio Management, Equities, Structured Finance, Due Diligence, Credit, Start-ups, Loans
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
OpenTable May 2014 - July 2014
NetApp March 2013 - May 2014
BrightSource Energy, Inc. June 2011 - January 2013
Bank of America Merrill Lynch June 2008 - May 2011
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
Bank of America November 2012 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Old Mutual November 2009 - May 2010
AMP March 2009 - September 2009
NAB September 2007 - March 2009
Harmonia Publishing May 2006 - August 2007
Skills
Internal Communications, Corporate Communications, Communications Strategy, Stakeholder Engagement, Strategy, Strategic Communications, Publications, Management, Project Management, Marketing Communications, Marketing, Stakeholder Management, Social Media, Marketing Strategy, Leadership
Education
Smurfit Business School 2001 — 2002
MBS, International Business
University College Dublin 1997 — 2001
B. Comm (international), Business, Economics, Italian
Università degli Studi di Torino 1999 — 2000
Erasmus program, Business/Commerce, General
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Bank of America Merrill Lynch July 2008 - Present
Education
University of California, Los Angeles 2004 — 2005
Award, Accounting
University of Arizona 1998 — 2002
B.A., Economics
Bank of America Merrill Lynch April 2012 - Present
Bank of America July 2009 - June 2012
Third Wave Partners 2009 - 2009
Macquarie Bank Limited 2005 - 2008
Bank of America 2002 - 2005
Nissho Iwai American Corporation 1997 - 2002
Mitsui Kensetsu Development, Inc. 1990 - 1997
Equity Properties and Development Company 1989 - 1989
Homestead Financial 1986 - 1988
Skills
Real Estate Finance, Mezzanine
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of California, Berkeley 1981 — 1985
BA, Architecture
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Nicholas C. Petris Center, School of Public Health, UC Berkeley June 2009 - May 2010
STAT Revenue May 2008 - May 2010
Economic Research and Consulting Company July 2009 - August 2009
Self Employed May 2007 - August 2007
Jill Martinez for Congress May 2006 - August 2006
Professor Jamshid Damooei June 2005 - June 2006
Skills
Data Analysis, Marketing, Strategy, Training, Management, Valuation, Financial Analysis, Finance, Financial Modeling, Economics, Public Speaking, Access, Portfolio Management, Analysis, Program Management, Analytics, Leadership, Government, Negotiation, Research, Accounting, Due Diligence, Customer Service, Microsoft Excel, Insurance, Marketing Strategy, Grant Writing, Market Research, Market Analysis, Microsoft Office, PowerPoint
Education
University of California, Berkeley 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics
Bank of America Merrill Lynch June 2015 - Present
AutoNation December 2012 - May 2015
ABM Minimart May 2009 - June 2012
Planet Travel Agency July 2004 - December 2008
Skills
PowerPoint, Microsoft Office, Sales Management, Direct Sales, Sales Process, Salesforce.com, Retail Sales, Sales Presentations, Sales Operations, Economics, Financial Analysis, Financial Services, Financial Markets, Travel Management, Travel Planning, CRM, Account Management, Business Planning, Customer Satisfaction, Customer Service, Finance, Human Resources, Marketing, Sales, Team Building, Management
Education
University of Tirana 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch November 2012 - June 2013
Bank of America Merrill Lynch December 2008 - October 2012
US Army March 2002 - March 2006
Education
NYU Stern School of Business 2011 — 2013
MBA
University of Arizona 2006 — 2008
B.S.
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2010 - April 2011
AIG April 2009 - October 2009
CIBC World Markets May 2000 - March 2009
Skills
Data Warehousing, Business Intelligence, SDLC, Oracle, SQL, Microsoft SQL Server, Databases, Risk Management, Cognos, .NET, Project Management, Visual Basic, Capital Markets, Credit Risk, OLAP, Java Enterprise Edition, Basel II, Data Analysis, Performance Tuning, Dimensional Modeling, SQL Tuning, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., ETL, Requirements Gathering, Data Modeling
Education
A Chinese National Math Olympiad Winner
Nanjing University
Bachelor of Science
University of Arizona
Master of Science
Bank of America Merrill Lynch January 2010 - Present
Sacks, LLC January 2009 - Present
Education
University of California, Berkeley 1996 — 2001
B.A.
SunTrust Robinson Humphrey June 2013 - Present
Bank of America Merrill Lynch March 1996 - March 2013
Skills
Bonds, Valuation, Asset Management, Financial Modeling, Derivatives, Investments, Credit, Alternative Investments, Loans, Series 7, Structured Products, Bloomberg, Leveraged Finance, Financial Markets, Portfolio Management, Capital Markets, Investment Banking, Commercial Lending, Fixed Income, Trading, Structured Finance, Credit Analysis, Securities, High Yield
Education
University of Alabama
BS Business Administration, Corporate Financial Policy
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2013 - August 2015
FDM Group August 2013 - August 2015
FDM Group April 2013 - August 2013
SAMY USA, INC. February 2012 - September 2012
Sam's Hair & Beauty Supply July 2002 - December 2009
Sam's Cards & Gifts July 1998 - June 2002
Skills
Programming Languages, Operating Systems, Linux, Visual Studio, Databases, Office Administration, Sales Management, Python, Cloud Computing, Software Engineering, Visual Basic, Database Administration, Microsoft SQL Server, MySQL, C#, Unix, Shell Scripting, Java, HTML, JavaScript, Software Development, SQL, Agile Methodologies, CSS, Oracle, Programming, SDLC, Web Development
Education
University at Buffalo 2009 — 2012
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch 2003 - Present
HSBC Bank USA 1999 - 2003
Oxford Resources 1984 - 1999
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Analysis, Business Analysis, Business Development, Business Planning, Business Strategy, Call Centers, Cash Management, Commercial Banking, Consumer Lending, Credit Cards, Cross Selling, Customer Retention, Customer Satisfaction, Customer Service, Due Diligence, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Forecasting, Investments, Leadership, Lines Of Credit, Loan Servicing, Management, Mortgage Banking, Negotiation, New Business Development, Relationship Management, Sales, Sales Management, Selling, Strategy
Education
State University of New York at Buffalo
BS-School of Mangaement
Castle & Cooke Mortgage, LLC January 2013 - Present
Castle & Cooke Mortgage, LLC 2012 - 2014
Sapp Partners, LLC May 2011 - January 2013
Lakeview LLC November 2005 - November 2010
Bank of America Merrill Lynch 1992 - 2004
Skills
Investments, Capital Markets, Real Estate, Leases, Portfolio Management, Asset Management, Due Diligence, Disposition, Selling, Real Estate Economics, Valuation, Real Estate Transactions, Real Estate Development, Private Equity, Sales, Mortgage Lending, Investment Properties, Alternative Investments, Commercial Real Estate, Equities, Venture Capital, Start-ups, Securities, Mergers & Acquisitions, Financial Modeling
Education
University of California, Berkeley 1985 — 1990
BA, History
University of California, Berkeley 1985 — 1990
Bachelor's degree, History and Economics
University of California, Berkeley 1985 — 1989
Bachelor's degree, Economics
Uber June 2015 - Present
Tapjoy March 2014 - May 2015
Vinyl Interactive May 2013 - February 2014
BlackRock June 2012 - August 2012
Haas School of Business August 2010 - 2012
Bank of America Merrill Lynch May 2011 - August 2011
UC Berkeley August 2009 - December 2010
Skills
R, SQL, Excel models, Tableau, Python, Unix, Apache Pig, MicroStrategy, Experimental Design, Trend Analysis, Financial Modeling, Stata, VBA, Time Series Analysis, SPSS, Financial Analysis, Survey Research, Organizational Behavior, Bloomberg Terminal, Investment Management, People Development
Education
University of California, Berkeley 2008 — 2012
Bachelor's Degree, Statistics
University of California, Berkeley 2008 — 2012
Bachelor's Degree, Psychology
Numerix April 2015 - Present
BroadPeak Partners, Inc August 2013 - April 2015
Bank of America Merrill Lynch July 2010 - August 2013
Altera Partners Ltd June 2007 - July 2010
Aspex Semiconductor Limited August 2006 - November 2006
Skills
VBA, Derivatives, C# 4.0, C++, WPF, Clojure, DevExpress, apache camel, C, .NET Framework, Multi-threading, Advanced Excel, Matlab, Python, Microsoft SQL Server, Oracle, SourceSafe,, Version Control SVN, Infragistics, ChartFx, WinForms, WCF, X-Trader, ICE, RTD, TIBCO Rendezvous, Openlink, RTS, Updata, LIM, Platts, CQG, ReSharper, Bloomberg, TrayPort, XML programming, Data Mining, Financial Data..., Commodity, Analytics, Java, Hibernate, Unix Shell Scripting, Git, FIX, WebSphere MQ, FpML, Datomic, RabbitMQ, Apache Storm
Education
University of Cambridge 2001 — 2006
PhD, Electronic Engineering
University of Cambridge 1999 — 2000
Masters, Microelectronic Engineering and Semi-Conductor Physics
University of Benin 1993 — 1998
BEng, Electrical/Electronic Engineering, 1st Class Honours
Thoma Bravo 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
Merrill Lynch Canada 2010 - 2011
Education
The University of Calgary
Bachelor of Commerce (BCom), Finance
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank January 2010 - March 2010
Deutsche Bank Securities 2006 - 2009
Deutsche Bank Securities 2002 - 2006
Deutsche Bank Securities 2001 - 2002
Deutsche Bank Securities 1997 - 2001
Nationsbank of North Carolina NA/CRT 1994 - 1997
Skills
Equities, FX Options, Fixed Income, Investment Banking, Financial Services, Management, Emerging Markets, Event Planning, Leadership
Education
University of Adelaide
B Sc
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch March 2011 - July 2013
Wellington West Capital Markets October 2009 - March 2011
Franvest Capital Partners April 2009 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Equities, Finance, Investments
Education
University of Alberta 2005 — 2009
Bachelor of Commerce, Finance
Bank of America Merrill Lynch August 2011 - Present
Travelers Insurance Company May 2010 - August 2011
The University of Alabama at Birmingham August 2008 - May 2010
National Aeronautics and Space Administration (NASA) June 2009 - August 2009
Sichuan Hospital June 2006 - July 2007
Skills
SAS, Statistical Modeling, Predictive Modeling, Data Mining, R, SAS programming, Time Series Analysis, Logistic Regression, Statistics, Quantitative Analytics, VBA, Cluster Analysis, Analysis, SQL, Credit Risk, Survival Analysis, Analytics, Access, Risk Management, Finance, Financial Risk, Financial Analysis
Education
University of Alabama at Birmingham 2008 — 2010
MS, Biostatistics
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - Present
Jami Masters' School of Dance, Ltd 2010 - Present
Ross Tax & Accounting Co. January 2008 - June 2012
First Interstate Bank June 2007 - December 2007
David H. Arrington OIl and Gas, Inc May 2006 - June 2007
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Account Reconciliation, QuickBooks, Accounting, Payroll, Social Media, Microsoft Word, Financial Reporting, Bookkeeping, Social Media Marketing, Leadership, PowerPoint, Financial Analysis, Photoshop, Event Management, Event Planning
Education
University of Alabama 2002 — 2006
Bank of America Merrill Lynch June 2014 - Present
Goldman Sachs June 2010 - March 2014
Prager & Co., LLC June 1992 - June 2010
Skills
Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Corporate Finance, Equities, Bonds, Financial Modeling, Private Equity, Asset Managment, Investments, Portfolio Management, Trading
Education
University of California, Berkeley 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (BS), Economics
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Mckinley Partners August 2010 - January 2011
Skills
Financial Modeling, Valuation, Business Intelligence, Bloomberg, Investment Banking
Education
University of California, Berkeley 2008 — 2011
Bachelor's Degree, Business Administration
The Sage Group July 2012 - Present
ThinkEquity LLC June 2011 - August 2011
Bank of America Merrill Lynch July 2010 - August 2010
Concord Music Group June 2010 - August 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Private Equity
Education
University of California, Berkeley 2008 — 2012
BS, Business Administration
Campbell Hall
Nuevo Partners September 2014 - Present
Bank of America Merrill Lynch April 2014 - August 2014
Barclays February 2013 - April 2014
Skills
Management
Education
University of Alabama at Birmingham 2010 — 2011
Masters, Business Administration
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Bank of America Merrill Lynch April 2001 - Present
Merrill Lynch April 2001 - February 2010
Xerox April 2000 - March 2001
Xerox March 1999 - March 2000
Xerox January 1997 - February 1999
Xerox January 1994 - December 1996
Xerox October 1981 - December 1993
Xerox April 1972 - September 1981
Skills
Financial Analysis, Results Oriented, Attention To Detail, Latin America, Economics, Pricing, Expense Management, Accountability, Portfolio Management, Risk Management, Finance, Investment Banking, Forecasting, Strategy, Strategic Financial..., Wealth Management, Financial Reporting, M&A execution, Management, Goal Oriented, Analysis, Financial Controlling, Asset Management, Mergers, Financial Planning
Education
University of Buenos Aires 1972 — 1974
Certified Public Accountant, Accounting and Finance
University of Buenos Aires 1967 — 1971
Licentiate degree in Business Administration, Business/Managerial Economics
University of Buenos Aires 1967 — 1971
Licentiate of Business Administration and Certified Publuc Accountant, Business Administration and Management, General
Wells Fargo April 2015 - Present
Bank of America 2011 - April 2015
Bank of America Merrill Lynch 1999 - 2011
Skills
Business Analysis, CRM, Enterprise Software, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Requirements Analysis, Research, SDLC, Project Management, Software Project..., Capital Markets
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Management Information Systems, General
Bank of America Merrill Lynch 2010 - 2012
Liberty Mutual Insurance July 2005 - November 2008
Skills
LAH License, Series...
Education
SUNY at Buffalo
Bachelor of Science (BS), Engineering Technology, General