Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Ascend Capital January 2015 - Present
Ascend Capital January 2014 - December 2014
Vance Street Capital September 2012 - January 2014
Vance Street Capital August 2010 - October 2012
Bank of America Merrill Lynch July 2008 - August 2010
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers, Valuation, Financial Analysis, Capital Markets, M&A experience, Venture Capital, Bloomberg, Equities, Corporate Finance
Education
University of California, Los Angeles 2004 — 2008
BA
ZenithOptimedia Group I The ROI Agency October 2013 - Present
MEC April 2012 - October 2013
TBWA\Chiat\Day October 2011 - January 2012
UM! Brands August 2011 - September 2011
Hallmark Channel April 2011 - June 2011
Bank of America Merrill Lynch January 2011 - April 2011
Shokay International April 2010 - May 2010
Skills
Strategic Communications, Polk, Experian, Qualitative Research, Media Planning, DoubleClick for..., Economics, Strategic Planning, Quantitative Research, Omniture, Microsoft Excel, Market Research, Quantitative Analysis, Strategic Analysis, Financial Analysis, Donovan, Simmons, Kantar, Digital Marketing, DFA, MRI
Education
University of California, Riverside 2007 — 2011
Bachelor of Science, Financial Economics
Fudan University 2010 — 2010
Business Administration
Hong Kong University of Science and Technology 2009 — 2009
Business Administration
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Avant Development LLC 2014 - Present
Clear Skies Partners 2012 - 2014
BOC International 2010 - 2011
Houlihan Lokey 2008 - 2010
Deloitte Corporate Finance 2004 - 2008
Bank of America Merrill Lynch 2002 - 2002
Build-To-Order, Inc. 2001 - 2002
Model E Corporation 2000 - 2001
Bank of America Merrill Lynch 1996 - 2000
Goldman Sachs 1994 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Valuation, Financial Modeling, Corporate Development, Due Diligence, Investments, Mergers & Acquisitions, Start-ups, Strategy, Equities, LBO, Leveraged Finance, Business Strategy, Finance, Venture Capital, International Business, Derivatives, Fixed Income, Portfolio Management, Strategic Financial..., Emerging Markets, M&A experience, IPO, Capital Markets, Growth Capital, Business Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of California, Berkeley
BA
South Hills High
Diploma
Bank of America March 2014 - Present
Bank of America October 2012 - December 2013
Bank of America July 2011 - October 2013
Bank of America Merrill Lynch February 2010 - July 2011
MassMutual November 2008 - February 2010
Lehman Brothers June 2007 - November 2008
MetroPCS September 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Series 7, Capital Markets, Banking, Corporate Finance, Equities, Strategic Financial..., Valuation, Fixed Income, Bloomberg, Risk Management, Finance, Mortgage Servicing, Mortgage Lending, Investment Banking, Alternative Investments, Loans, Strategy, Analysis, Mergers & Acquisitions, Credit, Business Development, Leadership, Commercial Banking, Process Improvement, Management, Credit Analysis, Financial Services, Relationship Management
Education
UC Berkeley Haas School of Business
MBA, Strategy/Consulting
University of California, Davis
B.S., Managerial Economics & Political Science
EY August 2014 - Present
TBWA\Chiat\Day September 2013 - December 2013
EY June 2013 - August 2013
Apple January 2012 - July 2012
University of California, Riverside June 2009 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Skills
Microsoft Office, Event Planning, Social Networking, Public Relations, Facebook, Leadership, Marketing, Public Speaking, Research, Management, Training, Community Outreach, Social Media, Higher Education, Marketing Strategy, Fundraising
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2012 — 2014
Management
University of California, Riverside 2008 — 2012
Bachelor's of Science, Business Administration
Bank of America Merrill Lynch July 2015 - Present
Tensile Capital Management June 2013 - May 2015
Haas School of Business September 2012 - May 2015
Berkeley Investment Group December 2013 - April 2015
Bank of America Merrill Lynch June 2014 - August 2014
Undergraduate Marketing Association February 2012 - May 2013
QLogic May 2012 - August 2012
Assemblywoman Diane Harkey June 2011 - August 2011
Skills
Python, Java, HTML, Marketing Strategy, Excel, Word, PowerPoint, Market Research, Market Analysis, Microsoft Excel, Strategy, SPSS, Stata, Strategic Consulting, Bloomberg Terminal, Capital IQ, Equity Research, Investments, Leadership, Data Analysis, Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Caviar (Acquired August 2014) May 2012 - Present
815 Productions, LLC August 2010 - January 2014
Munch On Me (Acquired May 2012) January 2011 - May 2012
Google February 2010 - December 2010
Bank of America Merrill Lynch July 2009 - February 2010
Microsoft May 2008 - August 2008
Arcadian Management Services February 2007 - January 2008
Deloitte July 2007 - August 2007
World Savings January 2005 - May 2007
De La Rosa & Co. June 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Market Analysis, E-commerce, Start-ups, Credit Analysis, Social Networking, Fraud, Mobile Platforms, Banking, Financial Analysis, Salesforce.com, Business Strategy, SEO, Blogging, Facebook, Management, Market Research, Marketing Strategy, Product Management, Social Media Marketing, Entrepreneurship, Leadership
Education
Y Combinator 2011 — 2011
Entrepreneurship
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor of Science, Business Administration
CFA Institute
Bank of America Merrill Lynch July 2015 - Present
Skills
Investments, Analysis, Valuation, Portfolio Management, Equity Research, Microsoft Office, Financial Modeling, Mutual Funds, Financial Analysis, Bloomberg, Equities, Private Equity, Due Diligence, Bloomberg Terminal, Asset Allocation, VBA, DCF, Microsoft Excel
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Legal Studies
University of California, Irvine 2012 — 2015
Certification, Financial Planning
Bank of America Merrill Lynch April 2013 - Present
Bank of America March 2012 - April 2013
Bank of America December 2010 - March 2012
Best Buy September 2006 - September 2009
Skills
Strong verbal, written..., Quick Learner, easily..., Self-motivated, strong..., Great work ethic,..., Career/Goal oriented...
Education
UC Riverside 2004 — 2008
Bachelor of Arts (B.A.), Economics
Pepperdine University Graduate School of Business
Master of Business Administration (MBA)
Columbia Business School August 2014 - Present
Voce Capital March 2014 - July 2014
Dodge & Cox September 2012 - September 2013
Dodge & Cox August 2010 - August 2012
Bank of America Merrill Lynch July 2009 - August 2010
The BearFund September 2008 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Equity Research, Private Equity, Financial Analysis, Valuation, Equities, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg, Investments, Data Analysis, Financial Modeling
Education
UC Berkeley 2005 — 2009
BS in Business Administration & BA in Economics, Business Administration and Economics
Bank of America Merrill Lynch June 2015 - Present
Optimir Consulting September 2014 - Present
UBS September 2014 - April 2015
Quad Analytix 2014 - August 2014
Point Global SRI March 2014 - June 2014
Blue Arrow Trucking June 2013 - May 2014
PC Express Delivery Inc June 2008 - May 2014
Accenture January 2014 - January 2014
Skills
Research, PowerPoint, Organizational..., Microsoft Office, Leadership, Social Media Marketing, Management, Scheme, Indesign, Time Management, Microsoft Excel, Finance
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Legal Studies
LPS Hayward 2008 — 2012
High School Diploma
L.E.K. Consulting August 2015 - Present
Bruin Consulting November 2012 - June 2014
UCLA Fund June 2013 - August 2013
Bank of America Merrill Lynch September 2012 - December 2012
UCLA New Student and Transition Programs April 2012 - November 2012
Skills
Bloomberg, Data Analysis, PowerPoint, Microsoft Excel, Business Analysis, Statistics, Market Research, Social Media Marketing, Leadership, Research, Microsoft Word, Microsoft Office, Business Strategy, Social Networking
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.8
Bank of America Merrill Lynch July 2015 - Present
Dodge & Cox June 2014 - January 2015
Fireman's Fund Insurance Company May 2013 - August 2013
Fireman's Fund Insurance Company May 2012 - August 2012
Skills
Team Leadership, Communication, Analytics, Time Management, Writing, Public Speaking, Organization, Microsoft Office, Social Media, PowerPoint, Insurance
Education
UC Berkeley Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Brighton Jones January 2015 - Present
Neuberger Berman October 2012 - August 2014
Bank of America Merrill Lynch October 2008 - August 2012
Merrill Lynch July 2007 - September 2008
Deutsche Bank, AG, London March 2006 - March 2007
Education
University of California, Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), Political Science (Political Theory Concentration)
Bank of America Merrill Lynch June 2010 - Present
Bank of America Middle Market February 2004 - May 2010
Bank of America October 2001 - February 2004
Skills
Credit Analysis, Corporate Finance, Asset Based Lending, Portfolio Management, Credit, Commercial Lending, Banking, Credit Risk
Education
University of California, Riverside 1999 — 2001
Bachelor of Arts, Finance
Edmunds.com February 2015 - Present
Killer Tracks April 2014 - February 2015
Universal Music Publishing Group - Killer Tracks July 2011 - April 2014
Vivendi Entertainment March 2011 - June 2011
Bank of America Merrill Lynch June 2009 - June 2010
Skills
Microsoft Excel, Strategic Planning, Data Analysis, Analysis, Microsoft Office, Business Development, PowerPoint, Sales, CRM, Entertainment, Microsoft Word, Databases, Salesforce.com, Microsoft CRM, Strategy, Public Speaking
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (MBA) Candidate
University of California, Los Angeles 2007 — 2011
B.A., Economics
Bank of America Merrill Lynch December 2014 - Present
Prudential Financial August 2011 - September 2014
Wells Fargo May 2009 - August 2011
Wells Fargo Securities May 2008 - May 2009
Kelling, Northcross & Nobriga October 2006 - April 2007
Moodys Investor Services June 2005 - August 2005
National Park Service June 2003 - August 2003
Skills
Investments, Finance, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Argus Modeling, Financial Modeling, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
B.A., Economics
The North Face October 2012 - Present
Bank of America Merrill Lynch June 2009 - September 2012
World Trade Center San Diego June 2008 - November 2008
Berardo & Berardo June 2007 - October 2007
Skills
Asset Managment, Financial Analysis, Market Analysis, Due Diligence, Market Research, Portfolio Management, Real Estate, Analysis, Finance, Risk Management, Sales, Strategy
Education
University of California, San Diego 2005 — 2009
Bachelor of Science, Economics
UC Center Siena
Italian Language and Culture
Southern California Grantmakers September 2015 - Present
Southern California Grantmakers June 2014 - June 2015
UCLA Center for Civil Society January 2014 - June 2014
The Episcopal School of Los Angeles September 2009 - December 2011
Bank of America Merrill Lynch May 2006 - July 2009
Skills
Philanthropy, Nonprofits, Public Policy, Financial Analysis, Finance, Accounting, Research, Early Childhood Literacy, Education, Spanish, Policy Analysis, Public Speaking, Social Media, Data Analysis, Community Outreach, Grant Writing, Strategic Planning, Event Planning, Fundraising
Education
University of California, Los Angeles 2013 — 2015
Master's Degree, Public Policy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor's Degree, Economics
Bank of America Merrill Lynch March 2010 - Present
Wells Fargo April 2006 - March 2010
Skills
Investments, Retirement Planning, Financial Advisory, Financial Analysis, Finance, Portfolio Management, Wealth Management, Banking, Credit, Financial Planning
Education
University of California, Riverside 2001 — 2005
Bachelor of Arts, Economics Administrative Studies
OpusBank December 2014 - Present
Bridge Bank June 2013 - June 2014
City National Bank January 2011 - June 2013
Bank of America Merrill Lynch August 2009 - December 2010
Merrill Lynch April 2007 - May 2009
GE Capital October 2002 - April 2007
GE Capital July 2000 - August 2002
Skills
Commercial Banking, Middle Market, Retail Banking, Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Loans, Banking
Education
UCLA 1981 — 1983
Business Economics, Accounting, Finance & Business Law
Intuit 2012 - 2013
Societe Generale 2010 - 2011
Bank of America Merrill Lynch July 2009 - October 2010
Skills
Corporate Development, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Strategy, Investment Banking, Financial Modeling, Leveraged Finance, Due Diligence, Business Strategy, Analytical Skills, LBO, Financial Analysis, Corporate Finance, SaaS, Cloud Computing, Business Development, Investments, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2008
BS, Business Administration
Diamond Bar High School
Valedictorian
PwC Consulting June 2015 - Present
PwC Consulting July 2014 - June 2015
PwC Consulting August 2013 - July 2014
Bank of America Merrill Lynch March 2012 - June 2012
Travelers June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (BS), Business Administration
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Clear Capital Advisors September 2013 - December 2013
Miracle Mile Advisors June 2013 - August 2013
Merrill Lynch October 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Word, PowerPoint, Microsoft Excel, Investments, Writing
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Granite Bay High School 2008 — 2011
Bank of America Merrill Lynch April 2013 - Present
Alliance HealthCare Services April 2012 - April 2013
Irvine Company February 2011 - April 2012
Capital Group Consulting June 2010 - March 2011
Fluor June 2008 - September 2008
Skills
Crushing Excel, Business Analysis, Spreadsheets, Software Consulting, Business Valuation, Financial Analysis, Valuation, Microsoft Excel, Accounting, Cash Flow, Financial Modeling, Forecasting, Due Diligence, Corporate Finance, Asset Managment, Finance, Financial Reporting, Pricing, Strategic Financial..., Analysis, Process Improvement, Budget, Risk Management, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
Masters, Finance
University of California, San Diego 2005 — 2009
BS, Management Science
American Express September 2014 - Present
University of California, Irvine September 2008 - March 2014
Bank of America-Merrill Lynch September 2012 - December 2012
Skills
Matlab, C++, LaTeX, Algorithms, Programming, C, Java, Microsoft Office, Computer Science, Microsoft Excel, Research, Simulations, PowerPoint, Windows, Machine Learning, Data Mining
Education
University of California, Irvine 2008 — 2014
Doctor of Philosophy (PhD), Applied Mathematics, 3.9
University of Science and techonology of china 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America Merrill Lynch June 2010 - February 2012
RNC Genter Capital Management January 2004 - June 2010
University of Southern California February 2009 - May 2009
RNC Genter Capital Management January 2002 - December 2004
RNC Genter Capital Management August 2000 - December 2002
Skills
Asset Management, Business Strategy, Corporate Finance, Cash Flow Underwriting, Sales Management, Commercial Banking, Equity Capital Markets, Fixed Income, Commercial Lending, Financial Modeling, Asset Managment, Underwriting, Cash Flow, Sales, Marketing, Investment Management
Education
University of Southern California - Marshall School of Business
MBA, Finance, Marketing & Entrepreneurship
University of California, Riverside - A. Gary Anderson Graduate School of Management
B.S., Business Administration
Bank of America Merrill Lynch Business Banking Credit AnalystBank of America Merrill LynchJuly 2014 - Present
UCI Student Managed Investment Fund (CFA Society of Orange County) February 2013 - Present
CashCall, Inc. March 2014 - May 2014
PPG Industries June 2013 - September 2013
In The Cut Entertainment May 2012 - August 2012
ZYW's Place July 2007 - March 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Finance, Financial Modeling, Economics, Data Analysis, Accounting, Corporate Finance, Market Research, Valuation
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America Merrill Lynch Board of DirectorsSan Diego Military Advisory Council2011 - Present
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Commercial Lending, Risk Management, Credit Analysis, Credit Risk, Capital Markets, Small Business Lending, Financial Analysis, Financial Risk, Finance
Education
University of California, San Diego 1993 — 1998
Bachelor of Science (BS), Management Science
Sapphire Ventures, LLC January 2015 - Present
Qatalyst Partners June 2013 - January 2015
Qatalyst Partners June 2012 - August 2012
Google June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - June 2011
Education
University of California, Los Angeles 2009 — 2013
B.A., Business Economics
Bank of the West April 2011 - Present
Bank of America Merrill Lynch 2008 - 2010
Charles Schwab 1994 - 2008
Skills
Alternative Investments, Wealth Management, Asset Managment, Series 7, Investments, Asset Allocation, Asset Management, Equities
Education
UC Davis
Economics and Russian
University of California, Davis
B.A., Economics and Russian
Bank of America Merrill Lynch February 2010 - Present
Umpqua Bank March 2005 - November 2009
Tri Counties Bank March 2003 - March 2005
Wells Fargo Bank July 2001 - March 2003
NorthPoint Communications 2000 - 2001
IBM October 1996 - March 2000
IBM October 1994 - September 1996
Skills
Commercial Lending, New Business Development, Commercial Banking, Small Business Lending, Loans, Credit, Asset Based Lending, Lines Of Credit, Credit Analysis, Commercial Mortgages, Treasury Management, Relationship Management, Cash Management, Investments, Investment Properties, Team Leadership, SBA, Risk Management, Banking, Sales, Business Development, Leadership, Mortgage Lending, Portfolio Management, Loan Origination, Finance, Financial Services, Credit Risk, Cross Selling, Financial Structuring, Asset Management, Private Banking, Credit Cards, Strategic Financial..., Financial Risk, Merchant Services, Real Estate Financing, Real Estate Economics, Deposits, Corporate Finance, Cash Flow Lending, Funding, Wealth Management, Commercial Real Estate, Valuation, Financial Modeling, Cash Flow, Wealth Management..., Private Equity, Brokerage
Education
Pacific Coast Banking School Class of 2009 2007 — 2009
Graduate, Banking
University of California, Davis - Graduate School of Management 2002 — 2004
Masters of Business Administration., Marketing / Human Resources
University of California, Davis 1988 — 1992
B.S., Psychology
Providence Equity Partners March 2014 - Present
Bank of America Merrill Lynch July 2012 - February 2014
Citigroup June 2010 - August 2010
Deloitte Consulting July 2010 - July 2010
Grand Hyatt New York June 2009 - August 2009
Sub Rosa September 2008 - December 2008
Education
University of California, Berkeley - Walter A. Haas School of Business
Business Administration
University of California, Berkeley - College of Natural Resources
Environmental Economics & Policy
Universidad de Belgrano
Altfest Personal Wealth Management February 2014 - Present
Altfest Personal Wealth Management June 2013 - February 2014
Bank of America Merrill Lynch July 2011 - May 2013
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Chemistry
Bank of America Merrill Lynch May 2005 - April 2012
South Charles Investment Corporation May 2003 - April 2005
Bank of America July 2000 - April 2003
C.O.Logistic January 2000 - January 2003
Skills
Real Estate Finance, Real Estate Investment, Property Law, Financial Modeling, Loans, Investment Strategies, Start-ups, Marketing Strategy, Real Estate Economics, Portfolio Management, Due Diligence, Finance, Asset Management, Commercial Real Estate, Financial Structuring, Mergers & Acquisitions, Investment Properties, Commercial Lending, Equities, Financial Analysis, Trading
Education
UC Berkeley Haas School of Business 1996 — 2000
BS, Finance, Accounting
Long Beach Poly 1994 — 1996
High School, Mathematics and Physics
Bank of America Merrill Lynch September 2015 - Present
Wells Fargo July 2013 - August 2015
InvisionHeart October 2012 - December 2013
Vanderbilt University August 2011 - May 2013
Wells Fargo June 2012 - August 2012
Enterprise Holdings Inc. January 2008 - February 2011
Mitsui & Co., Ltd. June 2006 - January 2008
Skills
Business Strategy, Risk Management, Valuation, Business Planning, Finance, Management, Mandarin, Business Development, Japanese, Financial Statement..., Due Diligence, Financial Analysis, Financial Accounting, Financial Modeling, SAS, Supply Chain Management, Operations Management, Process Improvement, Consulting, Game Theory, Accounting, Project Management, Excel, Yield Management, Technology, International Political..., Restaurant Management, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master, MBA - Finance, Accounting, Strategy
University of California, Los Angeles 2002 — 2007
BA, Japanese, Political Science (IPE, Game Theory)
Lionsgate July 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
UCLA Athletic Peer Learning Labs August 2011 - March 2013
Bank of America Merrill Lynch May 2012 - August 2012
Wedbush Securities July 2011 - September 2011
UCLA Anderson School of Management October 2009 - June 2011
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business-Economics
Eastlake High School 2005 — 2009
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
FARMIGO August 2015 - Present
American Eagle Outfitters October 2014 - July 2015
American Eagle Outfitters April 2014 - October 2014
American Eagle Outfitters May 2012 - March 2014
Bank of America Merrill Lynch July 2011 - May 2012
Wellesley College Department of Computer Science August 2009 - December 2010
China Market Research Group June 2010 - August 2010
Wellesley College Department of Economics January 2010 - May 2010
Wellesley College Wellesley Centers for Women November 2008 - January 2010
Costco Taiwan Merchandising Department June 2007 - August 2007
Skills
Stata, Mandarin, Statistics, Economics, Data Analysis, Financial Modeling, Quantitative Analytics, Valuation, Econometrics, Investment Banking, Financial Analysis, Bloomberg, Market Research, Mergers & Acquisitions
Education
Wellesley College 2008 — 2011
B.A., Economics, Computer Science (minor)
Taipei American School 2006 — 2008
Secondary School, IB Diploma
St. Nicholas School 2001 — 2006
Secondary School, I.G.C.S.E.
University of California, Los Angeles
First Republic Bank November 2013 - Present
Union Bank November 2010 - November 2013
Bank of America Merrill Lynch February 2010 - November 2010
Flagstone Lending Group July 2009 - February 2010
Comerica Bank June 2008 - July 2009
MidFirst Bank July 2002 - June 2008
Skills
ALM, Financial Analysis, Risk Management, Credit Risk, Financial Modeling, Banking, Valuation, Finance, Credit Analysis, Business Analysis, Portfolio Management, Financial Reporting, Process Improvement, Corporate Finance, Analysis, Fixed Income, Bonds, Business Intelligence, Asset Management, Mortgage Banking, Mergers, SQL, VBA, Database Design, Bloomberg Terminal, Bancware, Quantitative Risk..., Mergers & Acquisitions
Education
University of California, Irvine 2010 — 2013
Master of Business Administration (MBA)
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch February 2014 - June 2014
Bank of America Merrill Lynch April 2013 - February 2014
University of California, Los Angeles December 2011 - April 2013
The PUTMANGROUP January 2010 - April 2012
Skills
Accounting, QuickBooks, Tax, Microsoft Office, Finance, Credit Analysis, Financial Analysis, Credit, Leadership, Management Consulting, Analysis, Customer Service, Management, Portfolio Management, Financial Reporting, Payroll
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics
Integrated Wealth Advisors LLC January 2011 - Present
University of California, Irvine June 2003 - Present
CFA Society of Orange County June 2010 - May 2011
Bank of America Merrill Lynch September 2007 - September 2010
Banc of America Securities 1998 - 2003
BNP Paribas 1997 - 1998
Bumble Bee Seafoods January 1993 - January 1995
Heller Financial 1988 - 1993
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Valuation, Asset Managment, Mergers, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Capital Markets, Alternative Investments, Risk Management, Finance, Private Equity, Economics, Investment Management, Business Strategy, Derivatives, Portfolio Optimization, Executive Management, Mergers & Acquisitions, Strategic Planning, Wealth Management, Asset Management, Market Analysis, Analysis, Strategy, Equities, LBO
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA, Finance
University of Southern California - Marshall School of Business 1984 — 1988
BS, Business
CalPERS May 2012 - Present
Bank of America July 2011 - April 2012
Bank of America Merrill Lynch May 2009 - June 2011
Bank of America 1994 - 2009
First Chicago Bank 1989 - 1994
Australian Treasury 1979 - 1987
Skills
Global Macro, Fixed Income, Macroeconomics, Currency, FX, Economics, Economic Research, Rates, Investments, FX Options, Commodity, Portfolio Management, Financial Markets, Financial Analysis, Options, Derivatives, Quantitative Finance, Financial Risk, Trading, Foreign Exchange, Hedging, Alternative Investments, Asset Allocation, Bonds, Investment Strategies, Structured Products, Interest Rate..., Bloomberg, Emerging Markets, Securities, Capital Markets, Equities
Education
University of California, Los Angeles 1985 — 1987
Masters, Economics
University of NSW 1974 — 1976
Commerce, Economics
Bank of America Merrill Lynch January 2011 - Present
Bank of America Community Volunteers-Orange Chapter January 2010 - December 2011
Bank of America Merrill Lynch June 1999 - December 2010
Bank of America June 1990 - May 1999
Education
University of California, Riverside 1988 — 1991
SunEdison 2013 - 2015
Sungevity 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
UBS Investment Bank August 2008 - November 2009
Lehman Brothers July 2006 - July 2008
Skills
Risk Management, Bloomberg, Microsoft Office, MBS, Securitization, Fixed Income, Structured Products, ABS, CDO, CDS, Trading, CLO, Finance, Intex, Mergers, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Energy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
JPMorgan Chase July 2012 - Present
Bank of America Merrill Lynch May 2008 - June 2012
Comerica Bank March 2000 - May 2008
Education
University of California, Riverside 1996 — 2000
New York Life Insurance Company July 2011 - May 2012
Monster Energy September 2009 - August 2011
California Solar Innovations June 2010 - January 2011
Bank of America Merrill Lynch March 2010 - June 2010
Spectrum Athletics Health Club June 2007 - December 2009
Skills
Microsoft Excel, Economics, Corporate Finance, Portfolio Management, Quantitative Analytics, Microsoft Office, Microsoft Word, PowerPoint, Series 63, Series 7, Finance, Strategic Planning, Entrepreneurship, Leadership, Public Speaking
Education
University of California, Los Angeles 2007 — 2010
BS, Economics
Quantcast April 2013 - Present
Quantcast June 2014 - June 2015
San Francisco Ballet Encore! July 2012 - July 2014
Bank of America Merrill Lynch July 2010 - March 2013
Skills
Finance, Financial Modeling, Revenue Forecasting, Global Sales, Valuation, Financial Analysis, Equity Research, Investments, Corporate Finance, Research, Sales Finance, Revenue & Profit Growth, Acquisition Integration, Operating Models, Mergers & Acquisitions, Corporate FP&A, International Business, Competitive Landscape, Industry Research, IPO, Strategic Planning, Business Valuation, Equities, Business Strategy, Strategic Thinking, Competitive Analysis, Non-profits, Data Analysis, Market Research, Strategic Financial..., Corporate Development, Financial Statement..., Social Media, Nonprofits
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Interdisciplinary Studies: International Development & Investment
Bank of America Merrill Lynch July 2015 - Present
Citi November 2010 - June 2015
Citi February 2006 - October 2010
Citi July 2003 - January 2006
Respond.com August 2000 - July 2001
Accenture September 1997 - July 2000
Skills
Banking, Foreign Exchange Risk..., Sales, Foreign Exchange, Portfolio Management, Risk Management, Treasury, Equities, Credit, Financial Structuring, VAR, Financial Services, Business Strategy, FX Derivatives, FX Options, Hedging
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Marketing
University of California, Los Angeles 1995 — 1996
Master's Degree, Computer Science, M.S.
University of California, Los Angeles 1991 — 1995
Bachelor's Degree, Computer Science, B.S.
Rabo Securities September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Wells Fargo Securities May 2013 - August 2013
Ministry of Economy, Republic of Armenia May 2011 - August 2011
Associated Student Union 2010 - 2011
Education
University of California, Berkeley
Applied Mathematics
Bank of America Merrill Lynch September 2014 - Present
Bank of America June 2013 - September 2014
Bank of America February 2012 - June 2013
My Top Home Real Estate and Mortgage Company December 2011 - March 2013
JCT Financial Services June 2009 - September 2011
Skills
Bilingual-Chinese, Microsoft Office, Online Quickbook, Online Marketing, PowerPoint, Business Development, Leadership, Advertising, Mortgage Lending, Pre-approval, Refinance, Home Equity Lines of..., Branch Banking, Sales, Microsoft Excel, Customer Service, Banking, Teamwork, Outlook, Team Leadership, Mortgage Banking, Microsoft Word, Loan Servicing, Finance, Credit, Loans, Mandarin, Loan Origination, Equity Research, Lines Of Credit, Financial Analysis
Education
University of California, Los Angeles 2008 — 2011
BA, International Economics
Longitude Capital July 2014 - Present
Lazard Freres & Co. June 2012 - June 2014
Lazard Freres & Co. May 2011 - August 2011
Kohlberg Kravis Roberts & Co. May 2010 - August 2010
Open Water Capital, LLC October 2009 - May 2010
Bank of America Merrill Lynch June 2009 - August 2009
Riot Games December 2008 - January 2009
Education
University of California, Berkeley, Haas School of Business 2008 — 2012
B.S.
Crescent Capital Group August 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Skills
Valuation, Financial Modeling, Asset Managment, Bloomberg, Investments, Equities, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Banking, Mutual Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Business Economics
Landmark Partners August 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Oppenheimer & Co August 2009 - November 2010
Lazard Frères & Co June 2009 - August 2009
Merrill Lynch / Bank of America June 2008 - May 2009
Sandcastle Bartending Services May 2007 - December 2008
Viant Capital May 2008 - August 2008
Skills
Investment Banking, Mergers, Corporate Finance, IPO, Mergers & Acquisitions, Financial Modeling, LBO, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
Bachelor of Science in Business Administration, Business
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch June 2014 - January 2015
Bank of America Merrill Lynch February 2014 - May 2014
Bank of America Merrill Lynch November 2012 - January 2014
Bank of America Merrill Lynch September 2011 - November 2012
Bank of America Merrill Lynch February 2011 - August 2011
Bank of America Merrill Lynch July 2010 - January 2011
Chrysler Financial 2006 - 2009
Bank of America June 2004 - September 2006
Skills
Risk Management, Credit Risk, Negotiation, Customer Service, Portfolio Management, Finance, Financial Services, Banking, Equities, Mergers, Credit, Loans, Financial Analysis, Underwriting, Credit Analysis, Analysis, Commercial Banking
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics & Sociology
Bank of America Merrill Lynch March 2011 - Present
Kiran Analytics, Inc June 2009 - September 2010
City National Bank May 2007 - January 2009
Affinity Bank March 2006 - May 2007
US Bank August 2004 - March 2006
UCDC 2001 - 2001
Skills
Sales, Leadership, Strategy, Credit, Commercial Lending, Vendor Management, Management, Customer Service, Relationship Management, CRM, Investor Relations, Commercial Banking, Banking
Education
University of California, San Diego
Bachelor of Arts, Political Science; Public Policy & Law, 2003
Bank of America Merrill Lynch June 2010 - Present
Banc of America Investment Services, Inc May 2003 - June 2010
London Pacific Advisors November 1999 - June 2003
Prudential Securities June 1998 - November 1999
Wells Fargo September 1992 - June 1998
Skills
Securities, Series 7, Operations Management, Risk Management, Series 63, Wealth Management, Investments, Asset Allocation, Banking, Asset Management, Equities
Education
University of California, Los Angeles 1982 — 1985
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
UC Berkeley January 2013 - May 2013
FMV Opinions, Inc. September 2012 - December 2012
US Capital Partners May 2012 - August 2012
Skills
Business Analysis, Strategy, M&A Advisory Services, Financial Modeling, Valuation, LBO, Corporate Finance, Hedge Funds, Business Valuation, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Business Development, Investments, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Palisades Charter High School
Bank of America Merrill Lynch June 2015 - August 2015
Centaur Partners May 2014 - August 2014
University of California, Berkeley, Haas School of Business January 2014 - May 2014
Deloitte April 2014 - April 2014
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration
Plano West Senior High School 2011 — 2013
High School
Help.com August 2015 - Present
Austin Ventures July 2013 - July 2015
Bank of America Merrill Lynch December 2010 - June 2013
Thomas Weisel Partners July 2010 - December 2010
Greenhill & Co. June 2009 - September 2009
City National Bank September 2008 - March 2009
City National Bank June 2008 - September 2008
Merrill Lynch 2007 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Internet, Digital Media, Software, Bloomberg, Credit, Private Equity, Strategy, Venture Capital, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Analysis, Start-ups, Strategic Partnerships
Education
UCLA
Bachelor of Arts (B.A.), Economics, Southeast Asian Studies
Lumos Partners Vice PresidentRBC Capital MarketsFebruary 2014 - May 2015
Credit Suisse October 2010 - February 2014
Crédit Agricole CIB June 2009 - September 2010
Bank of America Merrill Lynch June 2006 - June 2009
Education
University of California, Berkeley, Haas School of Business
Economics, Business Administrations
Unicom Capital May 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Equity Research, Investments, Financial Modeling, Valuation, Equities, Finance, Hedge Funds, Financial Analysis, Equity Valuation, Analysis, Portfolio Management, Corporate Finance, Private Equity, Microsoft Office, Bloomberg Terminal, Capital IQ, Investment Banking, Fixed Income, Asset Management, Investment Strategies, Capital Markets, Bloomberg, Due Diligence, Alternative Investments, Securities, Investment Management, DCF, Series 7
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Arcadia High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CB Capital Partners June 2013 - August 2013
Seraph Group June 2012 - August 2012
Urbantag June 2012 - August 2012
Stanford Research Institute June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Bank of America Merrill Lynch September 2006 - Present
Bank of America January 2005 - September 2006
Bank of America January 2004 - January 2005
Bank of America March 1999 - January 2004
Mitsui Vendor Leasing August 1998 - March 1999
Mitsui Vendor Leasing July 1997 - August 1998
Mitsui Vendor Leasing August 1993 - July 1997
Planchet Capital Corporation August 1992 - July 1993
Planchet Capital Corporation October 1991 - August 1992
Planchet Capital Corporation February 1990 - October 1991
Skills
Cross-functional Team..., Marketing Management, Integrated Marketing, Budgeting, Strategic Planning, Budgets, Strategic Partnerships, Program Management, Banking
Education
University of California, Los Angeles 1982 — 1986
B.A., Organizational Sociology
Los Lomas 1979 — 1982
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch August 2013 - January 2015
Bank of America January 2013 - August 2013
Bank of America April 2011 - December 2012
Bank of America July 2007 - 2011
Skills
Banking, Customer Service, Coaching, Risk, Leadership, Sales, Mortgage Lending, Loans, Finance, Portfolio Management, Financial Services, Credit Analysis, Risk Management, Marketing, Relationship Management, Financial Analysis, Credit, Management, Process Improvement, Financial Risk, Customer Experience
Education
University of California, Irvine
Social Sciences, Minor in Psychology
Bank of America Merrill Lynch April 2015 - Present
Bruin Consulting February 2015 - Present
Olga's Piano Studio June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Event Planning, Social Networking, Teamwork, Data Analysis, Leadership, Financial Analysis, Market Research, Research
Education
University of California, Los Angeles 2014 — 2018
Business Economics, First Year
Castro Valley High School 2012 — 2016
High School
Bank of America Merrill Lynch
Skills
Business Development, Real Estate, Investment Properties, Underwriting, Loans, Commercial Real Estate, Commercial Mortgages, Project Management, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Asset Management, Financial Analysis, Investments, Mortgage Banking, Mortgage Lending, Negotiation, Portfolio Management, Real Estate Economics, Treasury Management
Education
University of California, Davis 1993 — 1999
B.S./B.A.
Halbert Hargrove August 2015 - Present
GPS Capital Management February 2014 - July 2015
Wealth Design, LLC March 2013 - January 2014
Provident Funding Associates L.P. July 2009 - February 2013
Bank of America Merrill Lynch June 2008 - August 2008
Children’s Hospital Oakland Research Institute February 2006 - May 2008
A.G. Edwards November 2007 - April 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.s., Finance
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CENTURY 21 Award October 2013 - June 2014
MB Financial Bank May 2013 - September 2013
Skills
Highly detail oriented, Competitive, Integrity, Microsoft Excel, Accountability, Adaptation, Financial Modeling, Customer Service, Goal Oriented, Sales, Marketing, Result Oriented, Investments, Calm, Inventory, Analytical Skills, Microsoft Office, Time Management
Education
University of California, Irvine 2011 — 2014
Bachelor's Degree, Economics, 3.5
Bank of America Merrill Lynch June 2015 - Present
Bruin Consulting February 2014 - Present
Ares Management June 2014 - June 2015
Silver Commercial March 2014 - June 2014
Skills
Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Investments, Public Speaking, Bloomberg, FactSet, Teamwork, Microsoft Office, Financial Analysis, Research, Economics, Microsoft Word, Outstanding..., Charismatic Leadership
Education
OpenDoor 2013 — 2014
Finance
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics, Minor in Accounting
BTIG August 2015 - Present
Berkeley Investment Group December 2014 - Present
Berkeley Business Society January 2014 - Present
Adobe June 2015 - August 2015
HedgeSPA June 2015 - August 2015
Walter A. Haas School of Business - Management of Organizations Group February 2015 - June 2015
Bank of America Merrill Lynch September 2014 - December 2014
VRG Capital July 2014 - August 2014
Wall Street Oasis March 2014 - August 2014
Sunnybrook Health Sciences Centre July 2013 - August 2013
Skills
Financial Analysis, Research, Microsoft Excel, Market Research, Teamwork, PowerPoint, Team Leadership, Microsoft Office, Financial Modeling, Equity Research, Analysis, Private Equity, R, Java, Microsoft Word, Marketing, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S), Business Administration, Cumulative GPA: 3.9
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A), Statistics, Cumulative GPA: 3.9
University of Waterloo 2011 — 2011
Shad Valley, Mathematics, Technology, Design, Entrepreneurship
Marc Garneau Collegiate Institute 2009 — 2013
High School, TOPS magnet program for mathematics and the sciences
3Q Digital, a Harte Hanks Company August 2015 - Present
KPMG US August 2013 - August 2015
Haas School of Business, Berkeley-Columbia Executive MBA Program October 2010 - May 2013
KPMG US June 2012 - August 2012
Credit Union for Berkeley Students September 2009 - December 2011
Ameriprise Financial Services, Inc. May 2011 - November 2011
Henry C. Levy & Company CPA and Consultants February 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S, Business Administration
Merrill Lynch September 2015 - Present
VENEGAS CAPITAL LLC January 2015 - April 2015
High Point Capital August 2013 - December 2013
Bank of America Merrill Lynch October 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Banking, Social Media, Data Analysis, Event Planning, Finance
Education
UCLA 2011 — 2014
Bachelor's Degree, Economics, 3.6
SVB Analytics June 2011 - Present
Bank of America Merrill Lynch December 2010 - May 2011
San Francisco Business Times / Larkin Street Youth Services October 2010 - March 2011
Scios360 May 2010 - October 2010
Madison Avenue Securities, Inc. October 2008 - February 2009
Wells Fargo Bank July 2002 - November 2007
Skills
Finance, Valuation, Corporate Finance, Financial Modeling, Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of California, San Diego
Bachelor's Degree
Sway July 2015 - Present
Independent January 2014 - July 2015
Autopilot June 2014 - March 2015
Sony Pictures Entertainment January 2012 - October 2013
Bank of America Merrill Lynch July 2009 - June 2011
The Mercanti Group November 2007 - March 2008
Merrill Lynch July 2007 - September 2007
Jamcracker June 2006 - September 2006
Skills
Competitive Analysis, Mergers, Finance, Social Networking, Mobile Technology, Entertainment, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Corporate Development, Start-ups, Mergers & Acquisitions, Investment Banking, Analytics, Microsoft Excel, Business Development, Mobile Devices, Due Diligence, iOS Development
Education
University of California, Los Angeles 2005 — 2009
BA, Business Economics / Accounting
Dev Bootcamp
Web Development
J.P. Morgan June 2014 - Present
Oxford Microfinance Initiative October 2013 - May 2014
Blavatnik School of Government and Saïd Business School February 2014 - April 2014
J.P. Morgan June 2013 - August 2013
UC Berkeley College of Engineering September 2012 - December 2012
Accenture Development Partnerships May 2012 - August 2012
Intel Corporation September 2011 - December 2011
Citi (Asia Pacific) June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Valuation, Business Strategy, Business Analysis, Market Research, Research, Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft PowerPoint, Technology, Java, Python, SQL, JavaScript, HTML, CSS
Education
University of Oxford 2013 — 2014
Master of Science (MSc), Computer Science
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Business Administration
Mission San Jose High School 2005 — 2009
Bank of America Merrill Lynch May 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Mulholland Vista Capital Advisors, LP June 2013 - August 2013
Holthouse Carlin & Van Trigt LLP May 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Tutoring, Fundraising, Time Management, Teamwork, Customer Service, Training, Research, Event Planning, Social Networking, Recruiting, Social Media, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business
Long Beach Poly High School 2007 — 2011
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch April 2007 - Present
Banco Popular North America July 2006 - April 2007
Wells Fargo April 1994 - July 2006
Wells Fargo Bank April 1994 - May 2004
Wells Fargo Bank April 1994 - August 1999
Skills
Commercial Banking, Commercial Mortgages, Credit, Cash Management, Credit Portfolio..., International Banking...
Education
University of California, Davis 1982 — 1986
BA
Bank of America Merrill Lynch July 2015 - Present
CareerDean September 2014 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Siemer & Associates June 2013 - December 2013
First Republic Bank April 2013 - June 2013
UCLA Anderson School of Management, Office of Development June 2012 - May 2013
UBS Global Asset Management January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Wealth Management..., Investment Banking, Social Media, Capital IQ, Salesforce, Management, Microsoft Office
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Valley Christian High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
Societe Generale June 2013 - August 2013
Skills
Capital IQ, Valuation, Financial Modeling, Finance, Financial Analysis, Bloomberg, Investment Banking, Equities, Business Valuation, Corporate Finance, Equity Research, Equity Valuation, Capital Markets, LBO, Leveraged Finance, Microsoft Office, Microsoft Excel, PowerPoint, CMBS
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
LinkedIn August 2015 - Present
Morgan Stanley April 2014 - August 2015
Jefferies LLC July 2013 - April 2014
Jefferies LLC June 2012 - August 2012
Alpha Upsilon Consulting September 2011 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Focus Advisory Services August 2011 - December 2011
Premier Comprehensive Financial June 2011 - August 2011
David Geffen School of Medicine at UCLA September 2010 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Business Strategy, Capital IQ, Entrepreneurship, SQL, Business Operations
Education
University of California, Los Angeles 2009 — 2013
Intuit March 2014 - Present
Symphony Technology Group September 2011 - September 2013
Bank of America Merrill Lynch August 2010 - August 2011
Houlihan Lokey July 2009 - July 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Business Development, Mergers & Acquisitions, Corporate Development, Investments, IPO, Acquisitions, Venture Capital
Education
University of California, Berkeley 2005 — 2009
B.A. Economics, Economics, Industrial Engineering and Operations Research
Bank of America Merrill Lynch June 2004 - Present
Cogswell Polytechnical College November 2002 - July 2003
Skills
Administrative..., Customer Service
Education
UC Davis 1999 — 2001
Bachelor of Arts (BA), Psychology
Capital Group January 2014 - Present
Imperial Capital, LLC July 2012 - January 2014
Blacksand Group September 2011 - September 2012
Bank of America Merrill Lynch June 2011 - August 2011
Montgomery EMS August 2006 - September 2008
Skills
Financial Modeling, Restructuring, Capital IQ, Valuation, Bloomberg, Public Relations, Strategic Creative..., Mergers & Acquisitions, Investment Banking, Finance, Start-ups, Economics, Private Equity
Education
University of California, Los Angeles 2008 — 2012
B.A., Business-Economics, Geography
Bank of America Merrill Lynch June 2015 - August 2015
Mumbai Angels July 2014 - September 2014
PREQUATE June 2013 - September 2013
Speciefy Inc. April 2013 - September 2013
ExpressionThroughCreation July 2011 - 2012
Unibic Biscuits India Pvt Ltd August 2011 - August 2011
Rooptex Private Limited April 2009 - May 2009
Skills
Angel Investing, Business Development, Business Strategy, Economics, Value Investing
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Computer Science & Engineering
Mallya Aditi International School 2010 — 2012
AICE Diploma, Cambridge International Examinations: GCE A Levels
National Academy For Learning 1998 — 2010
ICE Diploma, Cambridge International Examinations: IGCSE
Endeavour Capital September 2014 - Present
Piper Jaffray July 2012 - July 2014
Janes Capital Partners May 2011 - August 2011
Moreton Fig August 2010 - May 2011
Bank of America Merrill Lynch June 2009 - August 2009
Beacon Point Corporation August 2008 - March 2009
Café Orleans February 2007 - September 2007
Skills
Financial Modeling, Mergers, Valuation, Equities, Mergers & Acquisitions, Economics, Venture Capital, Bloomberg, Leadership, Equity Research, LBO, Capital IQ, Microsoft Office, Investment Banking, Private Equity
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor of Science Business Administration, Finance and Business Economics
University of California, Irvine 2007 — 2009
Bachelor of Business Economics, Finance & Economics
GCA Savvian July 2014 - Present
Industry Ventures September 2013 - May 2014
Actua Corporation June 2013 - August 2013
Voce Capital Management February 2013 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Kaiser Permanente June 2011 - August 2011
Palisade Financial June 2010 - August 2010
Solopower June 2009 - July 2009
Skills
Leadership, Farsi, PowerPoint, Financial Analysis, Management, Finance, Microsoft Excel, Data Analysis, Marketing, Equities, Strategic Sourcing, Capital IQ, Financial Modeling, Salesforce, LBO, DCF Valuation, Market Research, Time Management
Education
University of California, Berkeley 2009 — 2014
Bachelor's degree, Political Economy
ACCENT International Consortium for Academic Programs Abroad
Italian Studies
AVAD LLC April 2013 - Present
Bank of America Merrill Lynch September 2004 - Present
Bank of America January 2010 - September 2011
Bank of America February 2007 - January 2010
Bank of America May 2005 - September 2007
Skills
Microsoft Office, Customer Service, Mortgage Banking, Banking, Risk Management, Sales Management, Event Planning, Promotions, Leadership, Call Centers, Process Improvement, Financial Analysis, Insurance
Education
UCLA 2013 — 2015
West Los Angeles College 2010 — 2012
Pre-Medical Sciences
San Bernardino high school
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
UC Agricultural Issues Center October 2013 - March 2014
Bank of America Merrill Lynch June 2013 - August 2013
Alcole Enterprises June 2012 - September 2012
Bay Equity, LLC June 2011 - September 2011
Skills
Financial Analysis, Customer Service, Credit, Mortgage Lending, Loans, Commercial Banking, Microsoft Excel, Real Estate, Management, Credit Analysis, Investments, Banking, Loan Origination
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (BA), Economics- Cum Laude
Northgate High School 2006 — 2010
Early Warning Services May 2009 - Present
Bank of America Merrill Lynch January 2003 - May 2009
Credit Suisse, First Boston (CSFB) 2000 - 2002
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2000
Chiron 1996 - 1998
Arthur Andersen 1992 - 1996
Skills
Financial Services, Software, Real Estate, Private Equity, Investment Banking, Corporate Finance, Mergers, Equities, Venture Capital, Corporate Development, Strategic Financial..., Management, Mergers & Acquisitions, Leadership, Executive Management, Strategy, Fraud Detection, Cards, Risk Management, Financial Risk, New Business Development, Retail Banking, Payments, Start-ups, Portfolio Management
Education
Haas School of Business, UC Berkeley 1996 — 1998
MBA, Finance
Leeds Business School 1988 — 1992
BS, Accounting & Finance
Independent November 2006 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Cummins Inc. February 2006 - December 2006
Virginia Tech 2003 - 2005
Jupiter No Break Systems March 2001 - August 2003
Skills
Investment Banking, SAP APO, SAP, SAP BW, SAP SD
Education
Haas School of Business, UC Berkeley 2013 — 2016
Master of Business Administration (MBA), General Management and Finance
Virginia Polytechnic Institute and State University 2003 — 2005
MS, Mechanical & Industrial Systems, 3.8
HFF February 2012 - Present
Bank of America Merrill Lynch June 2010 - February 2012
Spectrum Commercial Lending, Inc. June 2009 - December 2009
MetLife September 2005 - August 2008
Skills
Investments, Asset Managment, Valuation, Portfolio Management, Real Estate, Financial Analysis, Equities, Due Diligence, Capital Markets, Financial Modeling, Real Estate Economics, Asset Management, Fixed Income, Private Equity, Corporate Finance
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Real Estate Finance
University of Southern California - Marshall School of Business 2001 — 2005
masters, entrepreneurship/marketing
USC Marshall School of Business 2013 - Present
Kayne Anderson Capital Advisors 2014 - 2014
Collins Stewart - acquired by Canaccord Genuity 2010 - 2012
Bank of America Merrill Lynch 2006 - 2009
Skills
Financial Modeling, Valuation, Capital Markets, IPO, Equities, Investment Banking, Hedge Funds, Venture Capital
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, San Diego
BS, Management Science, Economics
Acalanes High School
Bank of America Merrill Lynch August 2015 - Present
Bank of America 2008 - Present
Bank of America October 2001 - Present
Countrywide Financial 2001 - 2008
ChoicePoint 1997 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Financial Services, Analytics, Banking, Loan Origination, Credit, Strategy, Strategic Planning, Relationship Marketing, Direct Marketing, Marketing, Relationship Management, Marketing Strategy, Program Management, Leadership, Direct Response, Digital Marketing, Modeling, Data Management, Technology, Management
Education
University of California, Irvine 1991 — 1996
ProAmérica Bank September 2014 - Present
Pacific Mercantile Bank May 2013 - September 2014
Freedom Speakers Irvine May 2010 - September 2014
American Security Bank November 2011 - May 2013
Bank of America Merrill Lynch May 2009 - November 2011
Alliance Bank February 2002 - February 2009
Southern California Bank (acquired by US Bank) May 1995 - January 2002
Corporate Bank (acquired by US Bank) 1987 - April 1995
Skills
Leadership, Management, Commercial Lending, Loans, Change Management, Leading Organizational..., Loans Administration, Communication, Banking, Construction Loans, Commercial Real Estate, Diversity, Risk Management, Commercial Banking, Portfolio Management, Loan Origination, Real Estate, Credit Risk, Credit Analysis, Small Business Lending
Education
University of California, Irvine
Supervisory Leadership Certificate
Bank of America Merrill Lynch May 2003 - Present
Skills
Business Analysis, Leadership, SDLC, Requirements Analysis, Process Improvement, Business Continuity, CRISC, Risk Management, Technology Risk, Graphic Design
Education
University of California, Berkeley 2000 — 2004
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Bank of America Merrill Lynch July 2010 - July 2012
GE June 2009 - August 2009
Wells Fargo September 2005 - August 2008
Wells Fargo April 2004 - September 2005
Wells Fargo March 2003 - March 2004
Wells Fargo Bank July 2002 - March 2003
MetroRent 2000 - 2002
Skills
Financial Modeling, Funding, Series 7, Credit Analysis, Investments, Financial Analysis, Financial Planning, Banking, Asset Management, Financial Reporting, Corporate Finance, Essbase, Economics, Forecasting, Wealth Management, Private Equity, Fixed Income, Business Valuation, Real Estate, Excel, Analysis, Process Improvement, Customer Relations, Due Diligence, Strategic Financial..., Microsoft Excel, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
University of California, Berkeley 1998 — 2002
B.A., Economics
St. Ignatius College Prep 1994 — 1998
Bank of America Merrill Lynch March 2009 - Present
Merrill Lynch Global Bank Group April 2005 - March 2009
Arthur Andersen Business Consulting 1992 - 2002
Education
University of California, Los Angeles
Bank of America Merrill Lynch April 1993 - Present
Education
University of California, Los Angeles 1984 — 1988
BA, History/Minor Business
Bank of America Merrill Lynch 2001 - Present
Bank of America 1994 - Present
Farallon Geographics, Inc 2001 - 2003
Charles Schwab 1990 - 1994
Videomagnetics, Inc. October 1987 - December 1988
Franklin Templeton Group 1985 - 1988
Skills
Banking, Commercial Banking, Loans, Credit
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
MBA, Finance and Strategic Planning
University of California, Davis 1980 — 1985
BS, Agricultural Economics
Bank of America Merrill Lynch April 2014 - Present
Bank of America January 2012 - Present
Bank of America August 2009 - April 2012
Bank of America December 2008 - January 2010
E*TRADE Financial October 2002 - December 2008
E*TRADE Financial October 2005 - December 2007
Skills
Risk Management, Security, Information Security, Network Security, Computer Forensics, Information Security..., Disaster Recovery, Financial Risk, Vendor Management, Fraud
Education
University of California, Davis 1999 — 2002
BA
Wells Fargo April 2013 - Present
Bank of America July 2012 - March 2013
Bank of America Merrill Lynch June 2009 - January 2012
Bank of America December 2005 - January 2009
Bank of America July 2000 - December 2005
Bath & Body Works November 1997 - July 2000
The Disney Store April 1993 - August 1997
Skills
Recruiting, Financial Analysis, Banking, Leadership, Management, Sales, Finance, CRM, Portfolio Management, Relationship Management, Investments, Hiring, Project Management, Project Planning, Process Improvement, Training, Training Delivery, Curriculum Design
Education
University of California, Irvine 1991 — 1995
B.A., Psychology and Social Behavior
University of California, Irvine 1991 — 1995
B.A., Criminology, Law, and Society
City National Bank September 2011 - Present
Bank of America Merrill Lynch November 2010 - September 2011
Boston Private Bank March 2009 - November 2010
National Bank of California May 2006 - February 2009
GBC International Bank November 2002 - February 2006
Skills
Banking, Underwriting, Loans, Credit Analysis, Private Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Credit, Commercial Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk
Education
University of California, Los Angeles
Bachelor's Degree, International Economics
Riot Games April 2012 - Present
Bank of America Merrill Lynch July 2010 - March 2012
Merrill Lynch August 2007 - July 2010
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Singapore American School 2000 — 2003
Bank of America Merrill Lynch October 2005 - Present
Bank of America April 2003 - October 2005
Bank of America May 1996 - March 2003
Skills
Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Banking
Education
University of California, Davis 1975 — 1979
Bachelor of Science (B.S.), Agricultural and Managerial Economics
Bank of America Merrill Lynch June 2011 - June 2013
St. Cloud Capital LLC March 2010 - March 2011
UCLA Anderson School of Management October 2009 - April 2010
NCIS Los Angeles August 2009 - September 2009
UCLA Varsity Football August 2007 - May 2009
Department of Veterans Affairs July 2008 - August 2008
Bisno Development, LLC June 2008 - August 2008
Palmer Investments June 2006 - August 2006
Skills
Due Diligence, Economics, Mergers & Acquisitions, Valuation, Financial Modeling
Education
University of California, Los Angeles 2007 — 2011
B.A., American Literature and Culture
Harvard Westlake High School 2001 — 2007
Bachelor's degree, American Literature (United States)
Fifth Third Bank August 2013 - Present
Canon Media Partners 2011 - August 2013
Bank of America Merrill Lynch 2006 - 2011
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Investments, Mergers
Education
University of California, Los Angeles 1993 — 1997
BA
Encore Funds November 2013 - Present
Bank of America Merrill Lynch August 2011 - August 2013
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics, Accounting
Bank of America Merrill Lynch July 2015 - Present
Raymond James Financial Inc. April 2011 - Present
Skills
Private Equity, Financial Analysis, Valuation, PowerPoint, Investment Banking, Financial Modeling, Asset Management, Hedge Funds, Investments, Venture Capital, General Awesomeness, Banking, Bloomberg, Capital
Education
Haas 2005 — 2009
University of California, Berkeley 2005 — 2009
Sustainable Development, Sustainable Development
University of California, Berkeley, Haas School of Business 2005 — 2009
Undgergraduate Business
Credit Suisse October 2014 - Present
Natixis June 2013 - October 2014
Morgan Stanley October 2011 - June 2012
Bank of America Merrill Lynch June 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, Political Science
St. Ignatius College Preparatory 2004 — 2008
High School
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Moss Adams LLP January 2012 - July 2013
Moss Adams LLP October 2009 - December 2011
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Assurance, US GAAP, CPA, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, External Audit, Revenue Recognition, Financial Statements, Financial Analysis, Due Diligence, Investments
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Financial Instruments & Markets, Law & Business
University of California, Los Angeles 2005 — 2009
BA/BS, Business Economics, Math/Applied Sciences - Actuarial Science, Accounting
Bank of America Merrill Lynch July 2013 - Present
Cowen and Company July 2012 - July 2013
Rady Asset Management June 2011 - September 2011
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Burlingame High School 2004 — 2008
Bank of America Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
UCSD Cellular Biophotonics Laboratory September 2010 - June 2011
North American Expatriate Youth English Teaching Volunteer Service July 2008 - August 2008
Skills
Mandarin, Cantonese, Microsoft Word, Financial Analysis, Finance, PowerPoint, Research, Microsoft Excel, Matlab, Data Analysis, Gel Electrophoresis, Financial Modeling, Corporate Finance, R, Microsoft Office, Investment Banking, Investments, Stata, Mathematica, Analysis, Spanish, PCR, Valuation
Education
University of California, San Diego 2009 — 2013
BS, Bioengineering, Biotechnology
Lick-Wilmerding High School 2005 — 2009
Bank of America Merrill Lynch July 2006 - Present
Associated Students University of California Riverside June 2004 - July 2006
Education
University of California, Riverside 2002 — 2006
BS, Business Administration, Accounting, Ethnic Studies
Bank of America Merrill Lynch August 2012 - Present
Skills
Financial Modeling, Equities, Corporate Finance, Capital Markets, Fixed Income, Mergers, Private Equity, Valuation, Due Diligence, LBO, Investment Banking, Securities Regulation, IPO, Private Placements, Venture Capital
Education
University of California, Los Angeles - School of Law 2010 — 2012
Deloitte Consulting July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
UBS January 2011 - March 2011
Education
University of California, Los Angeles 2006 — 2011
Bachelor of Arts, Economics
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2012 - July 2014
Education
University of California, Los Angeles
English
Bank of America Merrill Lynch June 2015 - August 2015
The Presidio Group LLC June 2014 - September 2014
McCafferty & Company October 2013 - March 2014
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Financial Modeling, Business Valuation
Education
University of California, Los Angeles 2012 — 2016
Bachelor’s Degree, Business Economics
Bank of America Merrill Lynch August 1998 - Present
Skills
Capital Markets, Credit, Financial Structuring, Hedge Funds, Quantitative Finance, Financial Modeling, Fixed Income, Valuation, Derivatives, Investments, Portfolio Management
Education
University of California, Berkeley
Master's degree, Business Administration in Finance
University of Southern California
Master's degree, Economics
Lazard May 2015 - July 2015
McKinsey & Company June 2014 - August 2014
Bank of America Merrill Lynch March 2014 - May 2014
Haas Management of Organizations Group September 2013 - December 2013
Summer Road, LLC. June 2013 - August 2013
University of California, Berkeley, Haas School of Business January 2013 - May 2013
Garwood Center for Corporate Innovation September 2012 - December 2012
Mundipharma International January 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Financial Accounting, Entrepreneurship, Healthcare Consulting, Investment Banking, FactSet, Shareholder Activism, Microsoft Excel, Corporate Finance, Financial Market..., PowerPoint, Capital Markets, Valuation
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
International School of Beijing 2003 — 2012
International Baccalaureate
Bank of America Merrill Lynch September 2011 - Present
Education
University of California, Riverside
Pepperdine University, Business Administration and Management, General
Bank of America Merrill Lynch March 2015 - Present
Katherina Splendide March 2014 - June 2015
DelMorgan & Co. January 2015 - May 2015
JinPu Investment May 2014 - August 2014
WEST THEMIS LAW, A Professional Law Corporation June 2013 - March 2014
Restaurante China House Group 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Word, Management, Teamwork, Leadership, Social Media, Public Speaking
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Business/Managerial Economics