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

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.

Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Ben Hejna Ben Hejna San Francisco Bay Area Details
Ben Hejna's Bank of America Merrill Lynch Experience July 2008 - August 2010
Job Analyst at Ascend Capital
Industry Investment Management
Experience
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

Joanne Li Joanne Li San Francisco Bay Area Details
Joanne Li's Bank of America Merrill Lynch Experience January 2011 - April 2011
Job Brand Planner/ Media Strategist at ZenithOptimedia Group I The ROI Agency
Industry Marketing and Advertising
Experience
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

Jason Yamanaka Jason Yamanaka Greater Los Angeles Area Details
Jason Yamanaka's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Joseph Chang Joseph Chang Greater Los Angeles Area Details
Joseph Chang's Bank of America Merrill Lynch Experience 2002 - 2002
Job COO & Partner at Avant Development LLC
Industry Real Estate
Experience
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

Tony Kee Tony Kee Dallas/Fort Worth Area Details
Tony Kee's Bank of America Merrill Lynch Experience February 2010 - July 2011
Job Operations
Industry Banking
Experience
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

Dominic Truong Dominic Truong San Francisco Bay Area Details
Dominic Truong's Bank of America Merrill Lynch Experience September 2011 - December 2011
Job Advisory Associate at EY
Industry Information Technology and Services
Experience
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

Collin Gallagher Collin Gallagher Greater New York City Area Details
Collin Gallagher's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jason Wang Jason Wang San Francisco Bay Area Details
Jason Wang's Bank of America Merrill Lynch Experience July 2009 - February 2010
Job CoFounder and CEO at Caviar
Industry Financial Services
Experience
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

Chirag Odhav Chirag Odhav Berkeley, California Details
Chirag Odhav'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

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

Eric Tong Eric Tong Orange, California Details
Eric Tong's Bank of America Merrill Lynch Experience April 2013 - Present
Job Business Banking Credit Support
Industry Banking
Experience
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)

Alex Dergun Alex Dergun New York, New York Details
Alex Dergun's Bank of America Merrill Lynch Experience July 2009 - August 2010
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
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

Jaspreet Tathgur Jaspreet Tathgur Berkeley, California Details
Jaspreet Tathgur's Bank of America Merrill Lynch Experience June 2015 - Present
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Wesley Su Wesley Su Los Angeles, California Details
Wesley Su's Bank of America Merrill Lynch Experience September 2012 - December 2012
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
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

Laura Posylkin Laura Posylkin San Francisco Bay Area Details
Laura Posylkin's Bank of America Merrill Lynch Experience July 2015 - Present
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Stephanie Otanez Stephanie Otanez San Francisco, California Details
Stephanie Otanez's Bank of America Merrill Lynch Experience October 2008 - August 2012
Job Analyst at Brighton Jones
Industry Financial Services
Experience
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)

Anna (Movsesyan) Sonati Anna (Movsesyan) Sonati Glendale, California Details
Anna (Movsesyan) Sonati's Bank of America Merrill Lynch Experience June 2010 - Present
Job Senior Vice President, Senior Credit Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Ankit Oswal Ankit Oswal Greater Los Angeles Area Details
Ankit Oswal's Bank of America Merrill Lynch Experience June 2009 - June 2010
Job Sales Data Analyst at Edmunds.com
Industry Internet
Experience
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

Cindy Wu Cindy Wu San Francisco Bay Area Details
Cindy Wu's Bank of America Merrill Lynch Experience December 2014 - Present
Job Portfolio Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jessica DiMascio Jessica DiMascio San Francisco Bay Area Details
Jessica DiMascio's Bank of America Merrill Lynch Experience June 2009 - September 2012
Job Forecasting Analyst at The North Face
Industry Commercial Real Estate
Experience
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

Rocio Lugo Bonsall Rocio Lugo Bonsall Santa Monica, California Details
Rocio Lugo Bonsall's Bank of America Merrill Lynch Experience May 2006 - July 2009
Job Public Policy Fellow at Southern California Grantmakers, 2015 MPP Candidate at UCLA
Industry Philanthropy
Experience
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

Bryan Harada, CFP® CRPC® Bryan Harada, CFP® CRPC® Los Angeles, California Details
Bryan Harada, CFP® CRPC®'s Bank of America Merrill Lynch Experience March 2010 - Present
Job VP, Market Sales Manager
Industry Financial Services
Experience
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

Matt Christensen Matt Christensen San Francisco Bay Area Details
Matt Christensen's Bank of America Merrill Lynch Experience August 2009 - December 2010
Job Senior Managing Director at OpusBank
Industry Banking
Experience
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

Resham Mehta Resham Mehta Philadelphia, Pennsylvania Details
Resham Mehta's Bank of America Merrill Lynch Experience July 2009 - October 2010
Job MBA Candidate at the Wharton School
Industry Financial Services
Experience
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

Tom (Boo Kun) Kim Tom (Boo Kun) Kim San Francisco Bay Area Details
Tom (Boo Kun) Kim's Bank of America Merrill Lynch Experience March 2012 - June 2012
Job Senior Associate at PwC Consulting
Industry Management Consulting
Experience
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

Matt Veneman Matt Veneman Los Angeles, California Details
Matt Veneman's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Bob Shamardi Bob Shamardi Orange County, California Area Details
Bob Shamardi's Bank of America Merrill Lynch Experience April 2013 - Present
Job Associate, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Zheng Sun Zheng Sun Greater New York City Area Details
Zheng Sun's Bank of America Merrill Lynch Experience September 2012 - December 2012
Job Manager, Operational Risk Quantification at American Express
Industry Financial Services
Experience
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

Dennis Pattison Dennis Pattison Orange County, California Area Details
Dennis Pattison's Bank of America Merrill Lynch Experience December 2012 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Todd Zhouyang Wu Todd Zhouyang Wu Irvine, California Details
Todd Zhouyang Wu's Bank of America Merrill Lynch Experience Business Banking Credit AnalystBank of America Merrill LynchJuly 2014 - Present
Job Portfolio Management Officer I at Bank of America
Industry Financial Services
Experience
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

Clifford Cho Clifford Cho Greater San Diego Area Details
Clifford Cho's Bank of America Merrill Lynch Experience Board of DirectorsSan Diego Military Advisory Council2011 - Present
Job Senior Vice President | Market Executive at Bank of America Merrill Lynch
Industry Banking
Experience
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

Philip Orr Philip Orr San Francisco, California Details
Philip Orr's Bank of America Merrill Lynch Experience January 2011 - June 2011
Job Investment Associate at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
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

Maya Gervis Maya Gervis San Francisco Bay Area Details
Maya Gervis's Bank of America Merrill Lynch Experience 2008 - 2010
Job Private Client Advisor
Industry Financial Services
Experience
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

Eric J. Manning Eric J. Manning Sacramento, California Details
Eric J. Manning's Bank of America Merrill Lynch Experience February 2010 - Present
Job
Industry Banking
Experience
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

Nicole Campbell Nicole Campbell New York, New York Details
Nicole Campbell's Bank of America Merrill Lynch Experience July 2012 - February 2014
Job Business Development
Industry Venture Capital & Private Equity
Experience
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

Kelly Metzler Kelly Metzler New York, New York Details
Kelly Metzler's Bank of America Merrill Lynch Experience July 2011 - May 2013
Job Financial Advisor at Altfest Personal Wealth Management
Industry Financial Services
Experience
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

Luka Sosic Luka Sosic Orange County, California Area Details
Luka Sosic's Bank of America Merrill Lynch Experience May 2005 - April 2012
Job Managing Director Sr. Investment Analyst at Bank of America
Industry Financial Services
Experience
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

Raymond Liu Raymond Liu Greater Los Angeles Area Details
Raymond Liu's Bank of America Merrill Lynch Experience September 2015 - Present
Job Associate Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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)

Cathleen Miclat Cathleen Miclat Greater Los Angeles Area Details
Cathleen Miclat's Bank of America Merrill Lynch Experience June 2013 - June 2015
Job Corporate Development at Lionsgate
Industry Investment Banking
Experience
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

Helen Gong Helen Gong Los Angeles, California Details
Helen Gong's Bank of America Merrill Lynch Experience May 2014 - May 2014
Job Student at UCLA
Industry Investment Banking
Experience
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

Kelly Lin Kelly Lin New York, New York Details
Kelly Lin's Bank of America Merrill Lynch Experience July 2011 - May 2012
Job Sourcing Strategy Manager at American Eagle Outfitters
Industry Higher Education
Experience
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

Axel Plamen Petrov Axel Plamen Petrov San Francisco, California Details
Axel Plamen Petrov's Bank of America Merrill Lynch Experience February 2010 - November 2010
Job Director Asset Liability Management
Industry Banking
Experience
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)

Michael Trieu Michael Trieu San Francisco Bay Area Details
Michael Trieu's Bank of America Merrill Lynch Experience June 2014 - Present
Job AVP Portfolio Management Officer at Bank of America
Industry Banking
Experience
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

Todd Richey, CFA Todd Richey, CFA Orange County, California Area Details
Todd Richey, CFA's Bank of America Merrill Lynch Experience September 2007 - September 2010
Job Wealth Management, Corporate Finance, M&A
Industry Investment Management
Experience
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

John Rothfield John Rothfield Sacramento, California Details
John Rothfield's Bank of America Merrill Lynch Experience May 2009 - June 2011
Job Portfolio Manager, International Fixed Income at CalPERS
Industry Financial Services
Experience
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

Daniel Kim Daniel Kim San Francisco, California Details
Daniel Kim's Bank of America Merrill Lynch Experience July 2010 - June 2013
Job Analyst at Tenzing Global Investors
Industry Investment Management
Experience
Tenzing Global Investors   July 2014 - Present
Oracle  July 2013 - June 2014
Bank of America Merrill Lynch   July 2010 - June 2013
Lazard  May 2009 - July 2009

Education
University of California, Berkeley - Walter A. Haas School of Business   2006 — 2010
B.S., Business Administration

Ted Tragos Ted Tragos Orange County, California Area Details
Ted Tragos's Bank of America Merrill Lynch Experience January 2011 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
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

Allan Riska Allan Riska San Francisco Bay Area Details
Allan Riska's Bank of America Merrill Lynch Experience 2009 - 2010
Job Finance and Cleantech Professional
Industry Capital Markets
Experience
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

Rick Plattner Rick Plattner Greater Los Angeles Area Details
Rick Plattner's Bank of America Merrill Lynch Experience May 2008 - June 2012
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
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

Jonathan Diamond Jonathan Diamond Los Angeles, California Details
Jonathan Diamond's Bank of America Merrill Lynch Experience March 2010 - June 2010
Job CFA Level II Candidate
Industry Capital Markets
Experience
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

Lina Ochman Lina Ochman San Francisco Bay Area Details
Lina Ochman's Bank of America Merrill Lynch Experience July 2010 - March 2013
Job Finance at Quantcast
Industry Internet
Experience
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

Cathy Agle Cathy Agle Jersey City, New Jersey Details
Cathy Agle's Bank of America Merrill Lynch Experience July 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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.

Hanna Matevosyan Hanna Matevosyan New York, New York Details
Hanna Matevosyan's Bank of America Merrill Lynch Experience July 2014 - August 2015
Job M&A Analyst at Rabo Securities
Industry Investment Banking
Experience
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

Kandyce Zhong Kandyce Zhong San Francisco Bay Area Details
Kandyce Zhong's Bank of America Merrill Lynch Experience September 2014 - Present
Job Business Banking Sales Support Associate at Bank of America Merrill Lynch
Industry Banking
Experience
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

David J. Li David J. Li San Francisco Bay Area Details
David J. Li's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job Senior Venture Capital Analyst at Longitude Capital
Industry Investment Banking
Experience
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.

Mandy Epler Brown Mandy Epler Brown Greater Los Angeles Area Details
Mandy Epler Brown's Bank of America Merrill Lynch Experience July 2009 - July 2011
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
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

Amrit Singh Amrit Singh Hartford, Connecticut Area Details
Amrit Singh's Bank of America Merrill Lynch Experience November 2010 - June 2012
Job Associate at Landmark Partners
Industry Financial Services
Experience
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

Richard Kim Richard Kim Los Angeles, California Details
Richard Kim's Bank of America Merrill Lynch Experience January 2015 - Present
Job Vice President & Portfolio Management Officer III at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Frank Delgado Frank Delgado Greater Los Angeles Area Details
Frank Delgado's Bank of America Merrill Lynch Experience March 2011 - Present
Job Contract Administrator at Bank of America
Industry Financial Services
Experience
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

Kristin Zehnder Kristin Zehnder Carmichael, California Details
Kristin Zehnder's Bank of America Merrill Lynch Experience June 2010 - Present
Job Compliance Specialist at Merril Lynch
Industry Financial Services
Experience
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

Joshua Shirazi Joshua Shirazi San Francisco Bay Area Details
Joshua Shirazi's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
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

Jennifer Hwang Jennifer Hwang Berkeley, California Details
Jennifer Hwang's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Dai Truong Dai Truong Austin, Texas Area Details
Dai Truong's Bank of America Merrill Lynch Experience December 2010 - June 2013
Job Director of Business Development at Help.com
Industry Computer Software
Experience
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

Christopher Rong Christopher Rong San Francisco, California Details
Christopher Rong's Bank of America Merrill Lynch Experience June 2006 - June 2009
Job Associate at Lumos Partners
Industry Investment Banking
Experience
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

Jacob Sonnenberg Jacob Sonnenberg New York, New York Details
Jacob Sonnenberg's Bank of America Merrill Lynch Experience July 2011 - May 2013
Job Research Analyst at Unicom Capital
Industry Financial Services
Experience
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

Michael Chu Michael Chu San Francisco Bay Area Details
Michael Chu's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at BofA Merrill Lynch
Industry Financial Services
Experience
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

Heidi L. Roberts Heidi L. Roberts Sacramento, California Area Details
Heidi L. Roberts's Bank of America Merrill Lynch Experience September 2006 - Present
Job SVP, Marketing & Communications at Bank of America Merrill Lynch
Industry Banking
Experience
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

Nicole Tom Nicole Tom Concord, California Details
Nicole Tom's Bank of America Merrill Lynch Experience January 2015 - Present
Job AVP, Treasury Service Director Large Corporate Service & Fulfilllment at Bank of America Merrill Lynch
Industry Banking
Experience
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

Erin Cheung Erin Cheung Castro Valley, California Details
Erin Cheung's Bank of America Merrill Lynch Experience April 2015 - Present
Job Wealth Management Intern at Bank of America Merrill Lynch
Industry
Experience
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

Jeni Bui Jeni Bui San Francisco Bay Area Details
Jeni Bui's Bank of America Merrill Lynch Experience
Job
Industry Financial Services
Experience
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.

YuYen Brian Chang, CFA YuYen Brian Chang, CFA Long Beach, California Details
YuYen Brian Chang, CFA's Bank of America Merrill Lynch Experience June 2008 - August 2008
Job Relationship Manager at Halbert Hargrove
Industry Financial Services
Experience
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

Blake Daniel Blake Daniel Orange County, California Area Details
Blake Daniel's Bank of America Merrill Lynch Experience April 2015 - Present
Job Analyst at Bank of America
Industry Banking
Experience
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

Forbes Bainou Forbes Bainou Los Angeles, California Details
Forbes Bainou's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

David Liang David Liang San Francisco Bay Area Details
David Liang's Bank of America Merrill Lynch Experience September 2014 - December 2014
Job UC Berkeley Walter A. Haas School of Business '17
Industry Financial Services
Experience
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

Julia Hu Julia Hu San Francisco Bay Area Details
Julia Hu's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Digital Marketing Account Associate at 3Q Digital
Industry Marketing and Advertising
Experience
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

Evan Chan Evan Chan Los Angeles, California Details
Evan Chan's Bank of America Merrill Lynch Experience October 2012 - December 2012
Job Private Wealth Associate at Merrill Lynch Private Banking and Investment Group
Industry Investment Banking
Experience
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

Pamela Dang Pamela Dang San Francisco Bay Area Details
Pamela Dang's Bank of America Merrill Lynch Experience December 2010 - May 2011
Job Manager, SVB Analytics
Industry Financial Services
Experience
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

Ashwin Kumar Ashwin Kumar San Francisco, California Details
Ashwin Kumar's Bank of America Merrill Lynch Experience July 2009 - June 2011
Job CoFounder at Sway
Industry Computer Software
Experience
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

Denton Xu Denton Xu San Francisco Bay Area Details
Denton Xu's Bank of America Merrill Lynch Experience June 2010 - August 2010
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
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

Rachel Pavey Rachel Pavey Long Beach, California Details
Rachel Pavey's Bank of America Merrill Lynch Experience May 2014 - August 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry
Experience
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

Sandra Lewandowski Sandra Lewandowski Orange County, California Area Details
Sandra Lewandowski's Bank of America Merrill Lynch Experience January 2014 - Present
Job Employee Benefits Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Samuel Kyu Hyun Lee Samuel Kyu Hyun Lee Los Angeles, California Details
Samuel Kyu Hyun Lee's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Elyas Andkhoy Elyas Andkhoy San Francisco Bay Area Details
Elyas Andkhoy's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Robin David Ji Robin David Ji San Francisco Bay Area Details
Robin David Ji's Bank of America Merrill Lynch Experience September 2011 - December 2011
Job Product Strategy & Operations, Consumer at LinkedIn
Industry Internet
Experience
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

Ravi Rathod Ravi Rathod San Francisco Bay Area Details
Ravi Rathod's Bank of America Merrill Lynch Experience August 2010 - August 2011
Job Manager Corporate Development at Intuit
Industry Venture Capital & Private Equity
Experience
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

Kimberly Isom Kimberly Isom Morgan Hill, California Details
Kimberly Isom's Bank of America Merrill Lynch Experience June 2004 - Present
Job Administrative Assistant III at Merrill Lynch
Industry Financial Services
Experience
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

Yan Zhang Yan Zhang Los Angeles, California Details
Yan Zhang's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Equity Research at Capital Group
Industry Investment Management
Experience
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

Sajal Khanter Sajal Khanter Greater Los Angeles Area Details
Sajal Khanter's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at University of California, Los Angeles (UCLA)
Industry
Experience
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

Alan Chen Alan Chen Greater Los Angeles Area Details
Alan Chen's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job Private Equity Associate at Endeavour Capital
Industry Investment Management
Experience
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

Arian Sheth Arian Sheth San Francisco, California Details
Arian Sheth's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at GCA Savvian
Industry Investment Banking
Experience
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

Helena Kimble Helena Kimble West Covina, California Details
Helena Kimble's Bank of America Merrill Lynch Experience September 2004 - Present
Job Client Services at AVAD LLC
Industry Financial Services
Experience
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

James Voorhees James Voorhees Sacramento, California Area Details
James Voorhees's Bank of America Merrill Lynch Experience March 2015 - Present
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Eric Woodward Eric Woodward Greater New York City Area Details
Eric Woodward's Bank of America Merrill Lynch Experience January 2003 - May 2009
Job Chief Corporate Development Officer at Early Warning Services
Industry Venture Capital & Private Equity
Experience
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

Ashwini Gautam Ashwini Gautam San Francisco Bay Area Details
Ashwini Gautam's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Nick Foster Nick Foster Orange County, California Area Details
Nick Foster's Bank of America Merrill Lynch Experience June 2010 - February 2012
Job Associate Director at HFF
Industry Investment Management
Experience
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

Daniel Mintz Daniel Mintz Greater Los Angeles Area Details
Daniel Mintz's Bank of America Merrill Lynch Experience 2006 - 2009
Job Equity Research Analyst
Industry Financial Services
Experience
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

Nathan Mays Nathan Mays Calabasas, California Details
Nathan Mays's Bank of America Merrill Lynch Experience August 2015 - Present
Job SVP, Home Loans and Investment Direct Marketing, Bank of America
Industry Financial Services
Experience
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

Colleen Park Colleen Park Greater Los Angeles Area Details
Colleen Park's Bank of America Merrill Lynch Experience May 2009 - November 2011
Job Loan Operations/Note Department
Industry Banking
Experience
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

Marcus Ison Marcus Ison San Francisco Bay Area Details
Marcus Ison's Bank of America Merrill Lynch Experience May 2003 - Present
Job Senior Business Control Specialist at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
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

Musetta So Musetta So San Francisco Bay Area Details
Musetta So's Bank of America Merrill Lynch Experience July 2010 - July 2012
Job Vice President, Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
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

Indre Balchunas Indre Balchunas Greater Chicago Area Details
Indre Balchunas's Bank of America Merrill Lynch Experience March 2009 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Paige Tecca Paige Tecca Orange County, California Area Details
Paige Tecca's Bank of America Merrill Lynch Experience April 1993 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 1993 - Present

Education
University of California, Los Angeles   1984 — 1988
BA, History/Minor Business

Sarahjane Harman Sarahjane Harman Greater Los Angeles Area Details
Sarahjane Harman's Bank of America Merrill Lynch Experience 2001 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Ken Stephenson Ken Stephenson Charlotte, North Carolina Area Details
Ken Stephenson's Bank of America Merrill Lynch Experience April 2014 - Present
Job VP; Information Security Engineer, Bank of America
Industry Security and Investigations
Experience
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

Lori Morales (formerly DeDario) Lori Morales (formerly DeDario) Perris, California Details
Lori Morales (formerly DeDario)'s Bank of America Merrill Lynch Experience June 2009 - January 2012
Job Project Coordinator at Wells Fargo Home Mortgage
Industry Banking
Experience
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

Julio Avila Julio Avila Greater Los Angeles Area Details
Julio Avila's Bank of America Merrill Lynch Experience November 2010 - September 2011
Job Credit Officer | Vice President at City National Bank
Industry Banking
Experience
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

Brian Hodges Brian Hodges Los Angeles, California Details
Brian Hodges's Bank of America Merrill Lynch Experience July 2010 - March 2012
Job Finance Manager at Riot Games
Industry Investment Banking
Experience
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

Greg Burwell Greg Burwell Greater Los Angeles Area Details
Greg Burwell's Bank of America Merrill Lynch Experience October 2005 - Present
Job Senior Vice President, Credit Products Officer at Bank of America
Industry Banking
Experience
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

Terry O'Neal Terry O'Neal Greater Los Angeles Area Details
Terry O'Neal's Bank of America Merrill Lynch Experience June 2011 - June 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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)

Danny Sung Danny Sung Los Angeles, California Details
Danny Sung's Bank of America Merrill Lynch Experience 2006 - 2011
Job Managing Director at Fifth Third Bank
Industry Financial Services
Experience
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

Haseeb Bajwa Haseeb Bajwa San Francisco, California Details
Haseeb Bajwa's Bank of America Merrill Lynch Experience August 2011 - August 2013
Job Private Equity, Real Estate
Industry Venture Capital & Private Equity
Experience
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

Michael Marino Michael Marino San Francisco Bay Area Details
Michael Marino's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate Technology Investment Banking
Industry Financial Services
Experience
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

Nicholas Rose Nicholas Rose New York, New York Details
Nicholas Rose's Bank of America Merrill Lynch Experience June 2011 - September 2011
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
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

Oliver Yang, CPA Oliver Yang, CPA New York, New York Details
Oliver Yang, CPA's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Bryan Chuck Bryan Chuck New York, New York Details
Bryan Chuck's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Collin Yang-Wong Collin Yang-Wong San Francisco Bay Area Details
Collin Yang-Wong's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Biotechnology
Experience
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

Tara Heredia Tara Heredia Orange County, California Area Details
Tara Heredia's Bank of America Merrill Lynch Experience July 2006 - Present
Job Trust Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Daniel Morrison Daniel Morrison New York, New York Details
Daniel Morrison's Bank of America Merrill Lynch Experience August 2012 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Neel Mehta Neel Mehta Greater Los Angeles Area Details
Neel Mehta's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
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

Marc Gardner, CPA Marc Gardner, CPA New York, New York Details
Marc Gardner, CPA's Bank of America Merrill Lynch Experience August 2014 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Research
Experience
Bank of America Merrill Lynch   August 2014 - Present
Bank of America Merrill Lynch   June 2012 - July 2014

Education
University of California, Los Angeles
English

Justin Ching Justin Ching San Francisco Bay Area Details
Justin Ching's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Student at UCLA
Industry Investment Banking
Experience
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

Fan Xing Fan Xing New York, New York Details
Fan Xing's Bank of America Merrill Lynch Experience August 1998 - Present
Job Managing Director, Global Credit and Special Situations, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Michael Wang Michael Wang Berkeley, California Details
Michael Wang's Bank of America Merrill Lynch Experience March 2014 - May 2014
Job Investment Banking Summer Analyst at Lazard
Industry Financial Services
Experience
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

Craig McGuire Craig McGuire Greater Los Angeles Area Details
Craig McGuire's Bank of America Merrill Lynch Experience September 2011 - Present
Job Senior Vice President, Market Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   September 2011 - Present

Education
University of California, Riverside
Pepperdine University, Business Administration and Management, General

Katy Y. Liu Katy Y. Liu Los Angeles, California Details
Katy Y. Liu's Bank of America Merrill Lynch Experience March 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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