Bank of America Merrill Lynch

Description

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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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

Employee
Years
Job
Industry
Dyllan Udell Dyllan Udell Buffalo, New York Details
Dyllan Udell's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Global Wealth Management Intern at Bank of America Merrill Lynch
Industry Higher Education
Experience
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

Josh Luter Josh Luter New York, New York Details
Josh Luter's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at the University of Virginia
Industry Financial Services
Experience
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

Bruce Hao Bruce Hao San Carlos, California Details
Bruce Hao's Bank of America Merrill Lynch Experience June 2003 - November 2004
Job Director, Reporting & Analytics at Capricorn Investment Group
Industry Financial Services
Experience
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

Nick Ravden Nick Ravden Greater Los Angeles Area Details
Nick Ravden's Bank of America Merrill Lynch Experience January 2012 - April 2014
Job Director, Client Advisor and Portfolio Manager at Boston Private Wealth
Industry Financial Services
Experience
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

Cindy Chiu Cindy Chiu San Francisco Bay Area Details
Cindy Chiu's Bank of America Merrill Lynch Experience December 2014 - Present
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Laurynas R. Misevicius Laurynas R. Misevicius Portland, Oregon Area Details
Laurynas R. Misevicius's Bank of America Merrill Lynch Experience September 2014 - Present
Job Assistant Vice President/Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Andrei Fana Andrei Fana Birmingham, Alabama Area Details
Andrei Fana's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Loan Processor at Wells Fargo
Industry Financial Services
Experience
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

Brian Tokarski Brian Tokarski Phoenix, Arizona Details
Brian Tokarski's Bank of America Merrill Lynch Experience July 2012 - July 2013
Job Management Research Analyst Senior at ASU Online
Industry Information Technology and Services
Experience
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

Iris Chang Iris Chang San Francisco Bay Area Details
Iris Chang's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
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

Yvonne Ho Yvonne Ho Berkeley, California Details
Yvonne Ho's Bank of America Merrill Lynch Experience July 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Casber Wang Casber Wang San Francisco Bay Area Details
Casber Wang's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Etch PRM
Industry Venture Capital & Private Equity
Experience
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

Irene Chen Irene Chen San Francisco Bay Area Details
Irene Chen's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Senior Analyst at Fifth Street Management LLC
Industry Financial Services
Experience
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

Nancy Meadows Nancy Meadows New York, New York Details
Nancy Meadows's Bank of America Merrill Lynch Experience September 2011 - January 2012
Job
Industry Investment Management
Experience
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)

Randy Briggs Randy Briggs Little Rock, Arkansas Details
Randy Briggs's Bank of America Merrill Lynch Experience August 2012 - October 2013
Job Owner/Instructor, Rock City School of Music
Industry Music
Experience
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

Jesse Johnson Jesse Johnson Greater New York City Area Details
Jesse Johnson's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President, Senior Auditor II at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Barry Wolk Barry Wolk Greater Los Angeles Area Details
Barry Wolk's Bank of America Merrill Lynch Experience August 2011 - Present
Job Global Treasury and Liquidity Sales Associate at Bank of America Merrill Lynch
Industry Banking
Experience
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

Ying Chan Ying Chan San Francisco Bay Area Details
Ying Chan's Bank of America Merrill Lynch Experience April 2012 - November 2014
Job Data Scientist at Moody's Analytics
Industry Financial Services
Experience
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

Richard Pusateri Richard Pusateri Charlotte, North Carolina Details
Richard Pusateri's Bank of America Merrill Lynch Experience October 2014 - Present
Job Assistant Vice President; Operations Project Consultant at Bank of America Merrill Lynch
Industry Banking
Experience
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

Jonathan Berns Jonathan Berns Los Angeles, California Details
Jonathan Berns's Bank of America Merrill Lynch Experience October 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sebastian Seehusen Sebastian Seehusen Philadelphia, Pennsylvania Details
Sebastian Seehusen's Bank of America Merrill Lynch Experience July 2009 - April 2012
Job MBA candidate at The Wharton School
Industry Financial Services
Experience
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

Emily Lu Emily Lu San Francisco, California Details
Emily Lu's Bank of America Merrill Lynch Experience June 2008 - Present
Job Corporate Banking Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
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

Alec Amos Alec Amos Greater New York City Area Details
Alec Amos's Bank of America Merrill Lynch Experience July 2014 - Present
Job Analyst at Bank of America Merrill Lynch, TMT Group
Industry Financial Services
Experience
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

Holly Carney Holly Carney Jacksonville, Florida Details
Holly Carney's Bank of America Merrill Lynch Experience January 2015 - Present
Job VP Strategy/Lean Reengineering at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Joseph Doran Joseph Doran New York, New York Details
Joseph Doran's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Associate at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
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

Joseph McManus Joseph McManus Tucson, Arizona Details
Joseph McManus's Bank of America Merrill Lynch Experience June 2014 - Present
Job Financial Solutions Consultant
Industry Financial Services
Experience
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

JonMichael Shekian JonMichael Shekian Albany, New York Details
JonMichael Shekian's Bank of America Merrill Lynch Experience July 2015 - Present
Job Research Analyst at Bank of America Merrill Lynch
Industry Research
Experience
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

Andrei Temni Andrei Temni New York, New York Details
Andrei Temni's Bank of America Merrill Lynch Experience 2012 - 2014
Job Basel III Implementation at Deutsche Bank
Industry Financial Services
Experience
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

Robert Winterhalter Robert Winterhalter Huntingdon Valley, Pennsylvania Details
Robert Winterhalter's Bank of America Merrill Lynch Experience August 2003 - Present
Job Vice President, Learning & Leadership Development Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Cullen Bowden Cullen Bowden Dallas/Fort Worth Area Details
Cullen Bowden's Bank of America Merrill Lynch Experience February 2007 - April 2014
Job Client Relationship Management at REDI Global Technologies
Industry Financial Services
Experience
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

Janny Lin Janny Lin Greater New York City Area Details
Janny Lin's Bank of America Merrill Lynch Experience June 2004 - March 2011
Job Bank of America Merrill Lynch
Industry Banking
Experience
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

Seikh Basirul Islam Seikh Basirul Islam Greater New York City Area Details
Seikh Basirul Islam's Bank of America Merrill Lynch Experience August 2012 - July 2014
Job Oracle Database & JEE Professional
Industry Information Technology and Services
Experience
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

Katherine Scardello Katherine Scardello Phoenix, Arizona Area Details
Katherine Scardello's Bank of America Merrill Lynch Experience March 2006 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Trevor Townsend Trevor Townsend Chicago, Illinois Details
Trevor Townsend's Bank of America Merrill Lynch Experience May 2011 - May 2012
Job VP, Senior Credit Analyst at GE Capital CDF Marine
Industry Banking
Experience
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

Michele Goldmeer Michele Goldmeer Greater New York City Area Details
Michele Goldmeer's Bank of America Merrill Lynch Experience 2003 - May 2012
Job Senior Vice President, Chief Wealth Management Counsel, RBS/ Citizens Financial Group
Industry Financial Services
Experience
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

Saurabh Sagdeo Saurabh Sagdeo Titusville, New Jersey Details
Saurabh Sagdeo's Bank of America Merrill Lynch Experience August 2010 - Present
Job VP at Merrill Lynch
Industry Computer Software
Experience
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

Katherine E. Jackson Katherine E. Jackson Greensboro/Winston-Salem, North Carolina Area Details
Katherine E. Jackson's Bank of America Merrill Lynch Experience May 2004 - December 2011
Job International Reservations Sales Representative at US Airways
Industry Airlines/Aviation
Experience
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

Matthew Saland, CIMA® Matthew Saland, CIMA® Greater New York City Area Details
Matthew Saland, CIMA®'s Bank of America Merrill Lynch Experience June 2005 - Present
Job Senior Financial Analyst at Bank of America Merrill Private Banking and Investment Group
Industry Financial Services
Experience
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

Yiwei (Vivian) Huang Yiwei (Vivian) Huang Greater New York City Area Details
Yiwei (Vivian) Huang's Bank of America Merrill Lynch Experience August 2014 - March 2015
Job Finance Professional | CFA Level II Candidate
Industry Financial Services
Experience
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

Lock Jacobs Lock Jacobs New York, New York Details
Lock Jacobs's Bank of America Merrill Lynch Experience 2011 - 2011
Job Vice President of Sourcing at KRD Imports
Industry Apparel & Fashion
Experience
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

Heath Stanley, CWS® Heath Stanley, CWS® Fayetteville, Arkansas Area Details
Heath Stanley, CWS®'s Bank of America Merrill Lynch Experience February 2009 - August 2009
Job Financial Executive Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
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

Eric Aguirre, CEP Eric Aguirre, CEP San Francisco, California Details
Eric Aguirre, CEP's Bank of America Merrill Lynch Experience March 2012 - Present
Job Assistant Vice President, Corporate Benefits & Advisory Services
Industry Financial Services
Experience
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

Minesh Shah Minesh Shah Greater Seattle Area Details
Minesh Shah's Bank of America Merrill Lynch Experience December 2009 - September 2010
Job Results Oriented Finance Professional
Industry Computer Software
Experience
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

Devon Forgea Devon Forgea Jacksonville, Florida Area Details
Devon Forgea's Bank of America Merrill Lynch Experience January 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Linda Joy Weinstein Linda Joy Weinstein Charlotte, North Carolina Details
Linda Joy Weinstein's Bank of America Merrill Lynch Experience July 2010 - January 2014
Job Sr. Consultant at The DARTON GROUP
Industry Management Consulting
Experience
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

Christopher Cammarata Christopher Cammarata Jacksonville, Florida Area Details
Christopher Cammarata's Bank of America Merrill Lynch Experience July 2015 - Present
Job Financial Service Operations
Industry Financial Services
Experience
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

Hilary Rushe Hilary Rushe Chicago, Illinois Details
Hilary Rushe's Bank of America Merrill Lynch Experience September 2012 - September 2013
Job Business & Law graduate
Industry Financial Services
Experience
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

Steven Vaughn Steven Vaughn Charlotte, North Carolina Area Details
Steven Vaughn's Bank of America Merrill Lynch Experience April 2008 - July 2013
Job Director, Sr. Underwriter, Real Estate Capital Markets
Industry Real Estate
Experience
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

David McColl David McColl Cincinnati, Ohio Details
David McColl's Bank of America Merrill Lynch Experience August 2010 - December 2011
Job Assistant Vice President and Assistant Portfolio Manager at Fort Washington Investment Advisors, Inc.
Industry Oil & Energy
Experience
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

Vu Bui Vu Bui San Francisco Bay Area Details
Vu Bui's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst Technology Group at Bank of America
Industry Financial Services
Experience
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

Beili Han Beili Han Greater New York City Area Details
Beili Han's Bank of America Merrill Lynch Experience 2008 - 2008
Job Investment Bank Senior Analyst
Industry Financial Services
Experience
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

Trenton Green Trenton Green Saint Petersburg, Florida Details
Trenton Green's Bank of America Merrill Lynch Experience June 2010 - May 2011
Job Senior Equity Research Associate at Manning & Napier
Industry Financial Services
Experience
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

Michelle Malloy Michelle Malloy Greater Chicago Area Details
Michelle Malloy's Bank of America Merrill Lynch Experience May 2010 - December 2010
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
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

Mark Hollis Mark Hollis Santa Fe, New Mexico Details
Mark Hollis's Bank of America Merrill Lynch Experience July 2007 - May 2011
Job Financial Services Professional
Industry Venture Capital & Private Equity
Experience
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

Nick Lai Nick Lai Greater New York City Area Details
Nick Lai's Bank of America Merrill Lynch Experience September 2010 - May 2015
Job Director in Global Markets and Research Technology
Industry Computer Software
Experience
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

Caitlin Panasci Caitlin Panasci San Francisco Bay Area Details
Caitlin Panasci's Bank of America Merrill Lynch Experience September 2007 - September 2010
Job Inventory Management Manager at Gap Inc./Old Navy
Industry Retail
Experience
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

Greg Skudlarick Greg Skudlarick Greater Chicago Area Details
Greg Skudlarick's Bank of America Merrill Lynch Experience May 2010 - May 2011
Job Front End Developer
Industry Computer Software
Experience
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

Jonathan Shapiro Jonathan Shapiro Greater New York City Area Details
Jonathan Shapiro's Bank of America Merrill Lynch Experience September 2010 - July 2011
Job Senior Sales Executive at SunGard
Industry Financial Services
Experience
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

Deirdre Gillette Deirdre Gillette Greater Chicago Area Details
Deirdre Gillette's Bank of America Merrill Lynch Experience July 2015 - Present
Job Treasury Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Natyira Feliz Natyira Feliz Greater New York City Area Details
Natyira Feliz's Bank of America Merrill Lynch Experience October 2010 - March 2011
Job Investment Banking Analyst at Jefferies & Company
Industry Investment Banking
Experience
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

Jason Binder Jason Binder Greater New York City Area Details
Jason Binder's Bank of America Merrill Lynch Experience November 2014 - Present
Job
Industry Financial Services
Experience
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

Thomas VandenBrand Thomas VandenBrand Dallas, Texas Details
Thomas VandenBrand's Bank of America Merrill Lynch Experience February 2015 - Present
Job Portfolio Management Officer
Industry Financial Services
Experience
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

Suada (Beba) Causevic Suada (Beba) Causevic San Francisco Bay Area Details
Suada (Beba) Causevic's Bank of America Merrill Lynch Experience July 2015 - Present
Job Senior Business Control Specialist Global Trade Exposure Monitoring San Francisco
Industry Banking
Experience
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

Rudy Upshaw Rudy Upshaw Tulsa, Oklahoma Area Details
Rudy Upshaw's Bank of America Merrill Lynch Experience June 2007 - October 2010
Job VP, Senior Business Expert at Bank of Oklahoma
Industry Banking
Experience
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

Sunny Porinju Veliyath Sunny Porinju Veliyath Greater New York City Area Details
Sunny Porinju Veliyath's Bank of America Merrill Lynch Experience May 2014 - September 2015
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Zachary Adams Zachary Adams New York, New York Details
Zachary Adams's Bank of America Merrill Lynch Experience July 2015 - Present
Job Market Risk Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Jorge Moskowicz Jorge Moskowicz Toronto, Canada Area Details
Jorge Moskowicz's Bank of America Merrill Lynch Experience June 1998 - Present
Job
Industry Banking
Experience
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

Charles Li Charles Li San Francisco Bay Area Details
Charles Li's Bank of America Merrill Lynch Experience July 2013 - March 2014
Job Venture Capital at Norwest Venture Partners
Industry Venture Capital & Private Equity
Experience
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

James Tsao James Tsao San Francisco Bay Area Details
James Tsao's Bank of America Merrill Lynch Experience May 2011 - August 2012
Job Financial Planning & Analysis at Lyft
Industry Financial Services
Experience
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

Abe Garver Abe Garver New York, New York Details
Abe Garver's Bank of America Merrill Lynch Experience May 1997 - May 1998
Job M&A Advisor, Forbes & Yahoo Finance Contributor
Industry Investment Banking
Experience
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

Benjamin Jiang Benjamin Jiang San Francisco Bay Area Details
Benjamin Jiang's Bank of America Merrill Lynch Experience May 2008 - July 2008
Job Private Equity Real Estate
Industry Commercial Real Estate
Experience
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

Donald (Tony) Beams Donald (Tony) Beams Greater Los Angeles Area Details
Donald (Tony) Beams's Bank of America Merrill Lynch Experience July 2007 - June 2009
Job Vice President of Finance at Age of Learning, Inc. / ABCmouse.com
Industry Internet
Experience
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

Christina Seong Christina Seong San Francisco Bay Area Details
Christina Seong's Bank of America Merrill Lynch Experience September 2015 - Present
Job at
Industry Management Consulting
Experience
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

Geraldo Martinez Geraldo Martinez Greater New York City Area Details
Geraldo Martinez's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Technology Developer and Analyst Intern at Bank of America Merrill Lynch
Industry Computer Software
Experience
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

Price Foerster Price Foerster Fayetteville, Arkansas Details
Price Foerster's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Finance Major at the University of Arkansas
Industry Financial Services
Experience
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

James J. Barrios James J. Barrios Charlotte, North Carolina Area Details
James J. Barrios's Bank of America Merrill Lynch Experience June 2015 - Present
Job Quantitative Management Associate at Bank of America Merrill Lynch
Industry Banking
Experience
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.)

Steve Dionne Steve Dionne Albany, New York Details
Steve Dionne's Bank of America Merrill Lynch Experience August 2009 - Present
Job DirectorGlobal Treasury Business Intelligence Data Integration Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Matthew Sean Carmelotes Bowen Matthew Sean Carmelotes Bowen San Francisco Bay Area Details
Matthew Sean Carmelotes Bowen's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job IT Business Systems Analyst at Cisco Systems
Industry Information Technology and Services
Experience
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

Sabrina (Hassan) Ali Sabrina (Hassan) Ali Greater New York City Area Details
Sabrina (Hassan) Ali's Bank of America Merrill Lynch Experience July 2014 - Present
Job Healthcare Corporate & Investment Banking at Bank of America Merrill Lynch
Industry Banking
Experience
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

Dachi Chkadua Dachi Chkadua Miami/Fort Lauderdale Area Details
Dachi Chkadua's Bank of America Merrill Lynch Experience March 2015 - Present
Job Assistant Vice President (Front Office) at Bank of America Merrill Lynch
Industry Computer Software
Experience
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

Yevgeniy Katkovsky Yevgeniy Katkovsky Los Angeles, California Details
Yevgeniy Katkovsky's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Geoffrey Cheng Geoffrey Cheng Greater New York City Area Details
Geoffrey Cheng's Bank of America Merrill Lynch Experience 2010 - February 2011
Job Backend Engineer at TripleLift
Industry Computer Software
Experience
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

Eriberto Cervantes Eriberto Cervantes Broomfield, Colorado Details
Eriberto Cervantes's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Corporate Development | Level 3 Communications
Industry Information Technology and Services
Experience
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

Jennifer Cephus Jennifer Cephus Stamford, Connecticut Details
Jennifer Cephus's Bank of America Merrill Lynch Experience March 2008 - October 2010
Job Private Client Manager at US Trust
Industry Banking
Experience
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

Koki Saito Koki Saito Berkeley, California Details
Koki Saito's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Global Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
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

Andrei Magasiner Andrei Magasiner Greater New York City Area Details
Andrei Magasiner's Bank of America Merrill Lynch Experience October 2014 - Present
Job CFO, Global Banking and Global Markets, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

David Huang David Huang Greater New York City Area Details
David Huang's Bank of America Merrill Lynch Experience May 2013 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Alex Wan Alex Wan Greater New York City Area Details
Alex Wan's Bank of America Merrill Lynch Experience February 2015 - Present
Job Director of TMT Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Chris Chaves Chris Chaves Albany, New York Area Details
Chris Chaves's Bank of America Merrill Lynch Experience 2008 - Present
Job Manager, Govt Specialty Unix & Linux Administration at Bank of America
Industry Information Technology and Services
Experience
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

Ellen Schoenfeld Ellen Schoenfeld Greater New York City Area Details
Ellen Schoenfeld's Bank of America Merrill Lynch Experience 2011 - 2013
Job Marketing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Lisa Kim Lisa Kim Los Angeles, California Details
Lisa Kim's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President Global Treasury Management Sales
Industry Banking
Experience
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

Cara Ronca Cara Ronca New York, New York Details
Cara Ronca's Bank of America Merrill Lynch Experience January 2006 - May 2010
Job Director, Head of U.S. Equity Marketing at BMO Capital Markets
Industry Financial Services
Experience
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

Liz Penades Liz Penades San Francisco Bay Area Details
Liz Penades's Bank of America Merrill Lynch Experience April 2007 - December 2010
Job Senior Quantitative Analyst
Industry Financial Services
Experience
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

Gary VanderPutten Gary VanderPutten Greater New York City Area Details
Gary VanderPutten's Bank of America Merrill Lynch Experience April 2010 - March 2011
Job Securities Accounting Senior Business Analyst at Barclays
Industry Financial Services
Experience
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

Bruce Burstein Bruce Burstein Greater New York City Area Details
Bruce Burstein's Bank of America Merrill Lynch Experience January 2011 - Present
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jennifer Reid Jennifer Reid New York, New York Details
Jennifer Reid's Bank of America Merrill Lynch Experience May 2014 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Preeti Aiyar Preeti Aiyar Greater New York City Area Details
Preeti Aiyar's Bank of America Merrill Lynch Experience February 2011 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chris DeMaso Chris DeMaso Greater New York City Area Details
Chris DeMaso's Bank of America Merrill Lynch Experience November 2009 - December 2013
Job Managing DirectorGlobal Sales at RiverCross Securities
Industry Financial Services
Experience
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

Andrew Hubschman Andrew Hubschman Greater New York City Area Details
Andrew Hubschman's Bank of America Merrill Lynch Experience 2009 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Jessica Hamel Jessica Hamel Phoenix, Arizona Area Details
Jessica Hamel's Bank of America Merrill Lynch Experience April 2001 - Present
Job VP; Sr Client Manager Analyst Bank of America
Industry Banking
Experience
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

David Mullis David Mullis Charlotte, North Carolina Area Details
David Mullis's Bank of America Merrill Lynch Experience July 2012 - Present
Job Trading Delivery Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Elizabeth Moroney Elizabeth Moroney Greater Boston Area Details
Elizabeth Moroney's Bank of America Merrill Lynch Experience November 2014 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
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

Richard Chisholm Richard Chisholm San Francisco Bay Area Details
Richard Chisholm's Bank of America Merrill Lynch Experience January 1995 - July 2009
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
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)

Raymond Chan, CFA Raymond Chan, CFA San Francisco Bay Area Details
Raymond Chan, CFA's Bank of America Merrill Lynch Experience 2004 - 2006
Job Principal, Private Equity and Credit Investments
Industry Venture Capital & Private Equity
Experience
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

Carmen Wong Carmen Wong San Francisco Bay Area Details
Carmen Wong's Bank of America Merrill Lynch Experience June 2008 - May 2011
Job
Industry Internet
Experience
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

Deborah (Hooper) Goldman Deborah (Hooper) Goldman Atlanta, Georgia Details
Deborah (Hooper) Goldman's Bank of America Merrill Lynch Experience June 2010 - November 2012
Job SVP, Corporate Communications at Bank of America
Industry Financial Services
Experience
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

Jim Kissane Jim Kissane Greater New York City Area Details
Jim Kissane's Bank of America Merrill Lynch Experience June 2008 - November 2011
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
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

Adam Robitshek Adam Robitshek Greater Los Angeles Area Details
Adam Robitshek's Bank of America Merrill Lynch Experience July 2008 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Dean M. Lyons Dean M. Lyons Greater Los Angeles Area Details
Dean M. Lyons's Bank of America Merrill Lynch Experience April 2012 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Adam Potischman Adam Potischman San Francisco Bay Area Details
Adam Potischman's Bank of America Merrill Lynch Experience April 2013 - Present
Job Assistant Vice President, Credit Products Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Gazmir Shima Gazmir Shima Boston, Massachusetts Details
Gazmir Shima's Bank of America Merrill Lynch Experience June 2015 - Present
Job Relationship Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Wes Mendenhall Wes Mendenhall Greater New York City Area Details
Wes Mendenhall's Bank of America Merrill Lynch Experience June 2013 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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.

Hua Tan Hua Tan Greater New York City Area Details
Hua Tan's Bank of America Merrill Lynch Experience March 2011 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Nze Ahanotu Nze Ahanotu Fort Lauderdale, Florida Details
Nze Ahanotu's Bank of America Merrill Lynch Experience January 2010 - Present
Job at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch   January 2010 - Present
Sacks, LLC   January 2009 - Present

Education
University of California, Berkeley   1996 — 2001
B.A.

Perry White Perry White Atlanta, Georgia Details
Perry White's Bank of America Merrill Lynch Experience March 1996 - March 2013
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
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

Solmon Song Solmon Song Greater New York City Area Details
Solmon Song's Bank of America Merrill Lynch Experience August 2015 - Present
Job Programmer at Bank of America Merrill Lynch
Industry Computer Software
Experience
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

Mark E Nathanson Mark E Nathanson Greater New York City Area Details
Mark E Nathanson's Bank of America Merrill Lynch Experience 2003 - Present
Job VPClient Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

John Lukrich John Lukrich Park City, Utah Details
John Lukrich's Bank of America Merrill Lynch Experience 1992 - 2004
Job Mortgage Banker/Manager at Castle & Cooke Mortgage, LLC
Industry Real Estate
Experience
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

Claire Chen Claire Chen San Francisco Bay Area Details
Claire Chen's Bank of America Merrill Lynch Experience May 2011 - August 2011
Job Growth Product Analyst at Uber
Industry Internet
Experience
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

Jude Osa, PhD Jude Osa, PhD New York, New York Details
Jude Osa, PhD's Bank of America Merrill Lynch Experience July 2010 - August 2013
Job Senior Software Developer at Numerix
Industry Financial Services
Experience
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

Carl Chan Carl Chan San Francisco, California Details
Carl Chan's Bank of America Merrill Lynch Experience 2011 - 2013
Job Senior Investment Associate at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
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

Karen Dunn Karen Dunn Greater New York City Area Details
Karen Dunn's Bank of America Merrill Lynch Experience April 2010 - Present
Job Roadshow Coordinator at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Niko Fikiris Niko Fikiris New York, New York Details
Niko Fikiris's Bank of America Merrill Lynch Experience July 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Lili Xie Lili Xie New York, New York Details
Lili Xie's Bank of America Merrill Lynch Experience August 2011 - Present
Job Investment Manager at Merrill Lynch
Industry Financial Services
Experience
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

Jordan Baigas Jordan Baigas Charlotte, North Carolina Details
Jordan Baigas's Bank of America Merrill Lynch Experience November 2014 - Present
Job Implementation Project Workflow Coordinator at Bank of America Merrill Lynch
Industry Banking
Experience
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

chris cowen chris cowen San Francisco Bay Area Details
chris cowen's Bank of America Merrill Lynch Experience June 2014 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Irwin Liu Irwin Liu San Francisco Bay Area Details
Irwin Liu's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
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

Andrew Dunst Andrew Dunst Greater Los Angeles Area Details
Andrew Dunst's Bank of America Merrill Lynch Experience July 2010 - August 2010
Job Associate at The Sage Group
Industry Financial Services
Experience
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

Brent Harris Brent Harris Houston, Texas Area Details
Brent Harris's Bank of America Merrill Lynch Experience April 2014 - August 2014
Job Energy Broker at Nuevo Partners
Industry Oil & Energy
Experience
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

Scott Jeffery Scott Jeffery San Francisco Bay Area Details
Scott Jeffery's Bank of America Merrill Lynch Experience July 2011 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Nestor Sawicki Nestor Sawicki Greater New York City Area Details
Nestor Sawicki's Bank of America Merrill Lynch Experience April 2001 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Bruce Burstein Bruce Burstein United States Details
Bruce Burstein's Bank of America Merrill Lynch Experience 1999 - 2011
Job Data Services Manager at Wells Fargo
Industry
Experience
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

Dennis Murphy, CRPC Dennis Murphy, CRPC Syracuse, New York Details
Dennis Murphy, CRPC's Bank of America Merrill Lynch Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
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