Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch May 2010 - Present
Capmark Affordable Equity, Inc. June 2008 - May 2010
Essex Financial Group October 2006 - February 2008
Cassidy Turley Fuller Real Estate December 2005 - September 2006
Skills
Real Estate Economics, Commercial Real Estate, Finance, Banking, Commercial Mortgages, Asset Management, Loans, Underwriting, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Commercial Lending, Affordable Housing, Derivatives, Construction Loans, Real Estate Transactions, Bonds, Commercial Banking, Credit Analysis, Real Estate Financing
Education
University of Colorado at Boulder
Bachelor of Science
Bank of America Merrill Lynch July 2015 - Present
Berman Building Co. May 2012 - Present
Education
University of Colorado Boulder 2013 — 2017
finance with minor in economics and international business certificate, Finance, Economics, International Business
UNSW Australia 2015 — 2015
Bachelor of Business Administration (B.B.A.), International Economics, International Finance
Saint Francis de Sales High School 2009 — 2013
Bank of America Merrill Lynch March 2011 - Present
Deutsche Bank March 2010 - March 2011
Lockheed Martin April 2008 - December 2008
Skills
Options, Financial Services, Project Management, Management, Finance, Financial Analysis, Settlement, Microsoft Office, Customer Service, Business Analysis, Futures
Education
University of Central Florida 2005 — 2009
BSBA, Finance
University of Chicago Booth School of Business June 2013 - Present
University of Chicago Booth School of Business February 2012 - June 2013
TEKsystems (Contractor @ Sears Holdings Corporation) October 2011 - February 2012
DeVry Inc. November 2009 - August 2011
TEKsystems (Contractor @ Northern Trust) 2008 - 2009
Bank of America Merrill Lynch 1997 - 2008
Children's Memorial Hospital 1994 - 1997
University of Illinois at Chicago 1991 - 1994
Henry Ford Health System 1986 - 1991
Skills
Software Quality..., Manual Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, Test Strategy, Test Planning, Test Cases, Defect Tracking, JIRA, Beer, Singing, CRM, SQL, Integration, Software Documentation, Banking, Project Management, Databases, Quality Center, Business Analysis, Quality Assurance, Unix, Microsoft SQL Server, System Testing, White Box Testing
Education
University of Detroit Mercy
Bachelor, Business Administration, Economics, Finance
Four Winds Interactive August 2015 - Present
Comcast June 2014 - July 2015
Bank of America Merrill Lynch May 2013 - May 2014
MainNerve LLC 2013 - 2013
Charles Schwab 2012 - 2012
Black & Veatch 2011 - 2012
ThyssenKrupp Robins 2008 - 2011
Skills
Project Management, Project Coordination, Project Finance, Vendor Management, MS Office Suite, MS Project, Visio, SharePoint, Purchasing, Budgeting, Negotiation, Project Planning, Financial Reporting, Contract Negotiation, Leading Meetings, Virtual Teams, Microsoft Excel, Risk Management, Financial Risk, Remediation, Problem Solving, Project Delivery, Budgets, Microsoft Office, Process Improvement, Business Process..., Cross-functional Team..., Analysis, Team Leadership, Leadership, Team Building, Training, Procurement, Process Scheduler, Contract Management, PMO, Project Portfolio..., Management, Integration, Resource Management, Strategic Planning, Business Process, Business Planning, Team Management, Business Strategy, PMI, Coaching, Microsoft Project
Education
University of Denver - Daniels College of Business 2004 — 2008
Bachelor of Science Business Administration, International Business
University of Plymouth 2006 — 2007
International Business
Bank of America Merrill Lynch May 2015 - August 2015
Skills
Teamwork, Critical Thinking, Microsoft Excel, Leadership, PowerPoint, Event Planning, People Skills, Analysis, Data Analysis, Microsoft Word, Time Management, Strategic Planning, Project Planning, Microsoft Office, Public Speaking
Education
University of Cincinnati College of Business 2014 — 2018
Bachelor of Business Administration (BBA), Finance, 3.77/4.0
Bank of America Merrill Lynch - Commercial Real Estate July 2009 - Present
Bank of America Merrill Lynch July 2009 - January 2011
Formations, LLC September 2008 - June 2009
BrainMedia May 2006 - August 2006
Skills
Market Research, Investments, Valuation, Mergers, Portfolio Management, Due Diligence, Financial Analysis, Asset Managment, Real Estate Development, Credit Analysis, Strategy, Corporate Finance, Finance, Analysis, Financial Modeling, Financial Services, Commercial Real Estate, Mergers & Acquisitions, Asset Management
Education
University of San Diego 2013 — 2016
Master of Business Administration (MBA), Finance
University of Colorado Boulder 2005 — 2009
Business Administration, Finance and Real Estate
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Sharon High School 2001 — 2005
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
United Way of Rhode Island September 2011 - Present
Urban Land Institute August 2011 - Present
Enterprise Community Partners February 2011 - Present
Bank of America Merrill Lynch January 1987 - Present
ERNST&YOUNG August 1984 - December 1986
Skills
CPA, Series 7, Series 63, Series 24
Education
University of Connecticut 1980 — 1984
Bachelor of Science (B.S.), Accounting
Analyst Warehouse LLC June 2015 - Present
GENBAND November 2013 - June 2015
Bank of America Merrill Lynch June 2010 - October 2013
Softwallet/CELLC 2009 - 2013
tekVizion, PVS February 2004 - March 2009
vectorSGI (Sterling Commerce) July 2002 - February 2004
Xalted Networks January 2001 - June 2002
Accelerated Networks April 2000 - January 2001
Alcatel USA October 1997 - April 2000
HighwayMaster October 1996 - October 1997
Skills
C++, Perl, Unix, Object Oriented Design, Linux, Telecommunications, Scrum, SOA, Software Development, Cloud Computing, Software Engineering, Databases, Shell Scripting, SDLC, Java, C, Product Management, Requirements Analysis, Embedded Systems, ClearCase, VoIP, Integration, UML, System Architecture, Agile Methodologies, Mobile Devices, Software Project..., Operating Systems, Microsoft SQL Server, Testing, SQL, Architecture, SIP, Software Design, Distributed Systems, Networking, Web Services, .NET, Switches, Design Patterns, Solaris, XML, Subversion, Objective-C, C#, Windows, TCP/IP, CVS, Visual Studio, Eclipse
Education
University of Cincinnati 1978 — 1983
BSEE, Electrical Engineering
St. Xavier High School 1974 — 1978
St. Bartholomew 1970 — 1974
TagMyDoc July 2015 - Present
Altegris Investments November 2013 - November 2014
Bank of America Merrill Lynch September 2011 - November 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Qualcomm January 2007 - August 2010
Shelves to Drawers, Inc. December 2004 - May 2008
Skills
Series 7, Series 66, CA Insurance License, Alternative Investments, Investments, Asset Allocation, Uniform Combined State..., Mergers & Acquisitions, Financial Services, Investment Advisory, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Equities, Insurance, Management, Asset Management, Banking, Portfolio Management, Investment Strategies, Loans, Hedge Funds, Finance, Mutual Funds, Securities, Marketing, Retirement, Sales, Fixed Income, Strategic Planning, Series 63, Financial Planning, Business Development
Education
University of California, Santa Barbara 1999 — 2004
BS, Business Economics
La Jolla High School 1996 — 1999
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - October 2014
J.B. Turner & Sons June 2012 - May 2013
UC Santa Cruz September 2008 - June 2009
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Logistics, Access, Data Analysis, C++, Matlab, Serbian, StatusMart, EDGE System, CashPro, ACH, Lockbox, Remote Deposit Service..., Project Management, Implementation, Advisor, Cash Vault, SafeConnect
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch Retirement & Benefit Plan Services December 2010 - June 2014
Bank of America Merrill Lynch Retirement & Benefit Plan Services March 2005 - December 2010
UBS Wealth Management Corporate Employee Financial Services 2004 - 2005
UBS Wealth Management Corporate Employee Financial Services 2000 - 2004
CitiStreet Retirement Services 1999 - 2000
Merrill Lynch Retirement Services Group 1997 - 1999
Skills
Thought Leadership, Team Management, Business Relationship..., Social Media, Investments, Communication Strategy, employee education, Global Communications, Equity Compensation, stock awards, Retirement Plans, Wealth Management, Financial Advisory, Employee Communications, Employee Engagement, Employer Branding, Campaign Strategy, Collateral Material..., E-communications, Executive Communications, Corporate Actions, IPO, Communication Written, Corporate Communications, Training & Development, Marketing Communications, Project Planning, Print Production, Employee Recognition, Editorial Project..., Email Design, Employee Surveys, Efficiency Improvement, Problem Solving, Client Relationship..., Sales Presentations, Financial Education, Budget Management, Series 7, Series 63, Equities, CRM, Mutual Funds, Strategic Communications, Financial Services, Management, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Business Management
Natixis Global Asset Management March 2015 - Present
American Funds March 2014 - March 2015
Bank of America Merrill Lynch April 2011 - March 2014
Skills
Finance, Series 7, Marketing, Financial Analysis, Insurance, Business Development, Management, Uniform Combined State..., Banking, Strategic Financial..., Asset Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Equities, Portfolio Management, Wealth Management, Securities
Education
University of Central Florida
BA, Finance
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Coder[EXP] January 2015 - Present
Private Client Consulting September 2013 - Present
Brafton Inc. January 2014 - November 2014
Cloud Nine Capital LP March 2013 - September 2013
Walk Like A Duck Productions LLC May 2012 - March 2013
Bank of America Merrill Lynch October 2007 - July 2011
ABN-AMRO LaSalle Bank June 2006 - October 2007
Skills
Financial Modeling, Structured Finance, Finance, Private Equity, Entrepreneurship, Alternative Investments, Fixed Income, Venture Capital, Business Development, Start-ups, Capital Markets, Project Management, Relationship Management, Analytics, Social Media Strategy, Content Marketing, Data Analytics, Digital Strategy, CRM, SEO, Digital Marketing, Management Consulting, Marketing Strategy
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.S. Finance, College of Business
University of Cambridge 2005 — 2005
Institute of Economics and Political Studies
New Trier Township High School 1998 — 2002
Token December 2014 - September 2015
Bank of America August 2013 - December 2014
Bank of America February 2012 - August 2013
Bank of America October 2010 - February 2012
Bank of America Merrill Lynch March 2010 - October 2010
Bank of America July 2009 - March 2010
Bank of America January 2006 - July 2009
TriWest Healthcare Alliance May 2001 - July 2004
Aanavrin Web Design October 2000 - April 2001
Skills
.NET, FinTech, Enterprise Architecture, Solution Architecture, Domain Modeling, Software Development, Payment Industry, Software Design Patterns, Mobile Payments, Team Leadership, Web Development, Payment Card Processing, Management, C#, Microsoft SQL Server, Start-ups, SOA, NoSQL, Azure, Java Enterprise Edition, System Architecture, Amazon Web Services..., Application Lifecycle..., Application Security, Web Application Security, Web Applications, TFS, Credit Cards, Bootstrap, Banking, Debit Cards, eCommerce, Payments, Bitcoin, jQuery, Integration, SDLC, SWIFT Payments, AKKA.NET, Agile Methodologies
Education
University of Colorado Boulder
University of North Carolina at Greensboro
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors January 2012 - December 2013
Luminous Capital, LLC December 2009 - January 2012
Bank of America Merrill Lynch June 2007 - September 2008
Skills
Entrepreneurship, Portfolio Management, Social Media Marketing, Financial Modeling, Asset Managment, Asset Management, Bloomberg, Investments, Finance, Microsoft Excel, Business Development, Asset Allocation, Alternative Investments, Sales, Internet Surfing, Leadership, Marketing
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Business Economics
Bank of America Merrill Lynch June 2015 - August 2015
Colony Capital - Colony Advisors, LLC June 2014 - August 2014
Imperial Capital, LLC November 2013 - May 2014
Corner Capital Partners, LLC April 2013 - August 2013
The Finance Connection December 2011 - June 2013
Investment Advisory Committee December 2011 - June 2013
Skills
Valuation, Social Media, Research, Economics, Market Research, Financial Analysis, Microsoft Excel, Data Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Microsoft Word, Corporate Finance
Education
University of Southern California 2013 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (B.A.), Economics & Accounting
Bank of America Merrill Lynch January 2015 - Present
Citi August 2012 - August 2014
PHH Mortgage March 2005 - August 2012
PHH Mortgage June 2002 - March 2005
Perceptive Market Research January 1999 - June 2002
Skills
Mortgage Lending, Banking, Customer Service, Risk Management, Credit, Process Improvement, Team Building, Loans, Mortgage Banking, Sales Management, Strategic Planning, Team Leadership, Coaching, Budgets, Residential Mortgages, Credit Analysis, Consumer Lending, Refinance, Relationship Management, Microsoft Excel, Credit Risk, Mortgage Underwriting, Call Centers, Training, Leadership
Education
University of Florida 1992 — 2002
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch April 2005 - Present
Key Equipment Finance March 2000 - March 2005
Banc of America Leasing February 1998 - February 2000
Phoenixcor, Inc. April 1996 - March 1998
Capital Funding Group May 1994 - December 1995
Dun & Bradstreet 1989 - 1994
Skills
Equipment Finance, Structuring, Customer Development, Credit Analysis, Credit, Structured Finance, Loans, Credit Risk, Financial Analysis, Corporate Finance, Finance, Due Diligence, Middle Market, Financial Markets, Underwriting, Capital Markets, Commercial Banking, Syndications, Loan Origination, Business Analysis, Financial Structuring, Lines Of Credit
Education
University of Delaware 1984 — 1988
BSBA, Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BSBA, Finance Concentration
TRILLIUM - Trading - Labs - Funds September 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Economics, Research
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance
Westford Academy 2005 — 2009
Fixed Income Operations April 2012 - December 2012
Bank of America Merrill Lynch 2003 - 2011
Wachovia Securities Financial Network 2000 - 2002
Raymond James 1999 - 2000
Salomon Brothers 1994 - 1998
Salomon Brothers 1994 - 1998
Skills
fully bilingual..., Fixed Income, Capital Markets, Securities, Bloomberg, Equities, Series 7, Settlement, DTC, Series 63, Credit Derivatives, Interest Rate..., Back Office, Middle Office, Bonds, Operational Risk, Collateral Management, ABS, MBS, Swaps, Treasury, Interest Rate Swaps, Corporate Actions, Repos, Cash Management, Structured Products, Banking, Risk Management, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Asset Allocation, Trading, Financial Risk, Securities Lending, Trading Systems, FX Options, Prime Brokerage, Derivatives, Options, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
la salle 1975 — 1979
highschool diploma
Bank of America Merrill Lynch September 2014 - Present
Bank of America - Enterprise Creative Solutions August 2012 - June 2014
Enterprise Information Management September 2010 - July 2012
Ohana Companies March 2009 - September 2010
INFOCON March 2002 - February 2009
Skills
Project Management, Business Process..., Web Design, Adobe Creative Suite, Adobe Acrobat, Microsoft Office
Education
University of Delaware 1997 — 2001
Bachelor of Fine Arts (BFA), Visual Arts
Padua Academy 1993 — 1997
Merrill Edge August 2015 - Present
Merrill Edge April 2014 - Present
Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch September 2011 - November 2012
Merrill Lynch March 2010 - September 2011
Skills
Investments, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Risk Assessment, Customer Service, Microsoft Word, Typing, Series 63, Series 7, Analysis, Banking, Retirement Planning, Securities
Education
University of Central Florida 2004 — 2009
Bachelor of Science (BS), Forensic Science.
Bank of America Merrill Lynch August 2010 - Present
US Bank September 2007 - December 2009
JPMorgan Chase July 2004 - July 2007
Skills
Banking, Underwriting, Credit, Commercial Lending
Education
University of Detroit Mercy 2000 — 2004
Bachelors of Science, Mathematics
Bank of America Merrill Lynch May 2007 - Present
Montgomery Rennie & Johnson 2005 - 2007
Education
University of Cincinnati College of Law 2004 — 2007
JD, Law
West Virginia University 2000 — 2004
BS, Political Science
Bank of America Merrill Lynch June 2015 - Present
Royal Bank of Scotland August 2014 - June 2015
Chemtura Corporation May 2012 - September 2014
Skills
Finance, Corporate Finance, Microsoft Excel, Competitive Analysis, Social Media, Business Strategy, Microsoft Office, Salesforce.com, Bloomberg Terminal, SharePoint, Market Research, Financial Analysis, Financial Modeling, Economics, SAP, Hyperion Enterprise, Cash Flow Forecasting, Financial Accounting, TM1, Citrix, Crystal Reports, Analysis, Accounting, Budgets, Variance Analysis, Leadership, Marketing, Microsoft Word, PowerPoint
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics with a minor in Business Administration
Bank of America Merrill Lynch May 2007 - Present
Skills
Series 7, Series 63, Series 65, Relationship Management, Strategy, Fixed Income, Equities
Education
University of Florida 2002 — 2006
Finance
Tampa Preparatory 1999 — 2002
Bank of America Merrill Lynch April 2013 - Present
FolioDynamix August 2011 - February 2013
Pendo Systems Inc. February 2010 - July 2011
UBS July 1997 - January 2010
Lipper & Company, LP June 1993 - July 1997
Price Waterhouse August 1985 - November 1988
Skills
Mergers, Risk Management, Strategic Planning, Business Development, Project Management, Change Management, Product Development, Fixed Income, Equities, Derivatives, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Wealth Management, Finance, Start-ups, Due Diligence, Investment Banking, Prime Brokerage, CRM, Management, Business Strategy, Portfolio Management, Financial Services, Leadership, Trading Systems, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Strategy
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance and International Business
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Bank of America June 2015 - August 2015
University of Richmond, Robins School of Business August 2014 - May 2015
Kappa Alpha Theta, Epsilon Psi Chapter August 2014 - December 2014
St. Michael's Episcopal School Field Hockey Program September 2014 - November 2014
Bank of America Merrill Lynch June 2014 - August 2014
University of Richmond August 2013 - 2014
Skills
PowerPoint, Finance, Public Speaking, Sports Clubs, Coaching, Microsoft Excel, Microsoft Word, Research, Leadership, Event Planning, Social Media, Microsoft Office, Teamwork, Time Management, Customer Service, Fundraising, Facebook, Social Networking
Education
University of Richmond 2013 — 2017
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Garden City High School 2009 — 2013
Diploma with Honors
University of Economics, Prague
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Time Management, Microsoft Visio, Microsoft Excel, Spreadsheets, Spanish, Data Entry, Outlook, PowerPoint, Social Media, Windows, Access
Education
University of Delaware 2011 — 2015
Bachelor of Arts (BA), Interpersonal Communications
University of Delaware 2011 — 2015
Foreign Languages and Literature - Spanish Studies
University of Delaware 2011 — 2015
Latin American and Iberian Studies
Pennsbury High School 2007 — 2011
Diploma
University of Delaware
Bank of America Merrill Lynch January 2011 - Present
Bank of America April 2009 - December 2010
Alpine Meadows Ski Resort 2006 - 2007
Los Gatos Recreation, UCSB 1999 - 2005
Skills
Financial Planning, Investment Strategies, Insurance Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Asset Allocation, Retirement Planning, Estate Planning, Finance, Securities, Portfolio Management
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Philosophy with emphasis in Ethics
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2013 - February 2015
Bank of America June 2012 - June 2013
Bank of America May 2011 - June 2012
Exelon Power Team June 2010 - August 2010
Ameriprise Financial, Nocon & Associates June 2009 - August 2009
Skills
Marketing ROI, Financial Forecasting, Financial Analysis, Budgeting, Finance, Analysis, Leadership, Process Improvement, Banking, Strategy, Managerial Finance, Microsoft Excel, Project Management, Valuation, Investments, Marketing Strategy, ROMI, Budgets
Education
University of Delaware 2007 — 2011
B.S, Finance; Economics
Citadel LLC June 2015 - Present
Bank of America Merrill Lynch November 2014 - June 2015
Cognitive Capital, LLC June 2010 - October 2014
Citadel Investment Group April 2006 - June 2010
Chicago Board Options Exchange January 2006 - March 2006
Citadel Investment Group August 2005 - November 2005
Adknowledge March 2005 - August 2005
MicroDecisions, Inc. April 1996 - March 2005
Skills
Software Development, C++, Perl, Unix, SQL, Linux, C, MySQL, Trading Systems, Shell Scripting, Analysis, Sybase, MPI, OpenMP, Scala, Python, Ruby, Ruby on Rails, CUDA, MongoDB, Java, Apache, Electronic Trading, XML, C#, Distributed Systems, Oracle, .NET, TCP/IP, JavaScript, PHP, PostgreSQL, Bash, Databases, Testing, Solaris, Market Data, Unix Shell Scripting, Low Latency, Agile Methodologies, Object Oriented Design, ETL, Options, Multithreading, Git, Performance Tuning
Education
The University of Chicago 2010 — 2012
MS
University of Central Florida 1990 — 1995
BS
Bank of America Merrill Lynch April 2015 - Present
EY October 2012 - April 2015
EY June 2011 - August 2011
Skills
Accounting, Finance, Investments, Due Diligence, Securitization, Valuation, Financial Analysis, Financial Accounting, Financial Reporting, Real Estate Transactions, Structured Finance, Banking, Portfolio Management, CMBS
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Dual Degree in Finance & Accounting, Economics Minor
IGS Study Abroad - Buenos Aires, Argentina 2011 — 2011
International Economics
Pleasantville High School 2004 — 2008
Bank of America Merrill Lynch February 2007 - Present
Skills
Series 7, Retirement Planning, Customer Service, Asset Management, Wealth Management, Asset Allocation, Risk Management, Mutual Funds, Investments, Equities, Security Trading, Client Relationship..., 529 Analysis
Education
University of Cincinnati 2001 — 2005
Bachelor of Business, Operations Management
Bank of America Merrill Lynch March 2014 - Present
UnitedHealthCare July 2013 - August 2014
Merrill Lynch June 2013 - December 2013
Celectronics Computer Solutions August 2012 - June 2013
Connextions August 2010 - June 2013
Security Forces Inc. February 2008 - June 2010
Prospect of Orlando June 2006 - January 2008
Skills
Critical Thinking, Analytical Skills, Problem Solving, Financial Analysis, Financial Modeling, Health Insurance, Security, Customer Service, Residential Mortgages, Corporate Finance, Finance, Real Estate, Insurance
Education
University of Central Florida 2010 — 2013
BSBA, Finance & Real Estate
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch February 2013 - December 2014
Bank of America July 2011 - January 2013
Bank of America June 2009 - June 2011
Skills
Chartered Financial...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
B.S. in Finance, Finance, Economics
Thoma Bravo August 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
UBS Investment Bank June 2008 - August 2008
Education
Vanderbilt University
Master of Science (M.S.)
University of Wisconsin-Madison
BBA, Finance & Economics
University of Cape Town
Commerce
Piedmont High School
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Bank of America September 2014 - Present
Bank of America Merrill Lynch December 2011 - August 2014
The Institute of the Motor Industry September 2009 - December 2011
NESTA, CRed, and Ian Gibson MP (previous Labour MP) January 2007 - May 2008
Skills
Negotiation, New Business Development, Account Management, Business Development, Business Strategy, Change Management, Customer Service, Management, Proposal Writing, Strategy, Training, Banking
Education
University of East Anglia 2005 — 2008
2:1 BA (Hons), English Literature & Politics
Wyggeston & Queen Elizabeth I College 2003 — 2005
A Levels in English Literature, Product Design and Sociology.
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - August 2013
Merrill Edge February 2012 - May 2012
Asset Architects Inc. January 2011 - June 2011
Tuttle Asset Management LLC July 2010 - December 2010
Skills
Finance, Financial Advisory, Financial Services, Financial Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Microsoft Office, Retirement, Tax, Securities Lending, DTC
Education
University of Central Florida - College of Business Administration 2006 — 2010
BSBA, Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Alumni Athletics Development Office September 2012 - May 2014
Education
Yale University 2011 — 2015
Bachelor of Science (BS), Economics
University of Cambridge 2013 — 2013
Bank of America Merrill Lynch March 2008 - Present
Charles Schwab March 2004 - March 2007
Ameriprise Financial Services, Inc. June 2002 - February 2004
Skills
Series 7, Series 63, Certified Equity..., Mutual Funds, 401k, Retirement Planning, Retirement, Investments, Securities, Insurance, Fixed Income, Equities, Estate Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Colorado at Colorado Springs 1992 — 1998
UBS Financial Services Inc. September 2010 - Present
Bank of America Merrill Lynch October 2001 - September 2010
Education
University of Florida 1997 — 2001
Business, Finance
JPMorgan Chase & Co. December 2014 - Present
Fifth Third Bank May 2011 - March 2014
Bank of America Merrill Lynch January 2008 - December 2010
Bank of America Merrill Lynch January 2008 - December 2010
Skills
Financial Analysis, Investments, Strategic Financial..., Finance, Leadership, Management, Mutual Funds, Recruiting, Series 7, Financial Advisory, Risk Management, Securities, Equities, Retirement, Fixed Income
Education
University of Cincinnati College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Becker Professional Education
Bachelor's degree, Certified Public Accounting (CPA) preparation
East West Bank December 2012 - Present
Bank of America Merrill Lynch March 2010 - December 2012
Bank of America July 2003 - March 2010
FMC Corpration July 1999 - June 2003
Royal Dutch Shell Oil Group 1994 - 1997
Skills
Treasury Management, Treasury Services, Investments, Liquidity, Strategic Financial..., Strategic Planning, Sales, Banking, Portfolio Management, Financial Analysis, Relationship Management, Financial Modeling, Payments, Financial Services, Loans, Risk Management, Corporate Finance, Capital Markets, Asset Management, Business Strategy, Product Management, Commercial Banking, Finance
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
Master of Business Administration (MBA), Finance and Marketing
National University of Defense Technology of China
Bachelor of Science (B.S.), System Engineering of Rockets
Marina Middle School, SFUSD September 2012 - Present
Scatec Solar January 2011 - July 2012
Bank of America Merrill Lynch June 2010 - April 2011
Private Yoga Business October 2006 - August 2009
A&O September 2007 - October 2007
Christie's September 2006 - February 2007
Skills
Fluent in Spanish, Mac/PC proficient, Proficient in Excel, Microsoft Excel
Education
University of San Francisco 2012 — 2016
Master’s Degree, Marriage and Family Therapy/Counseling, 3.6
University of San Francisco - School of Management 2009 — 2011
MBA, Finance
University of Denver 2001 — 2005
B.A., Psychology and Sociology
BB&T May 2013 - Present
GlobalMacro Capital Management, LLC July 2012 - May 2013
Bank of America Merrill Lynch November 2005 - June 2012
Banc of America Investment Services, Inc June 1998 - November 2005
Barnett Asset Management Group February 1997 - May 1998
Barnett Annuities Corporation November 1994 - February 1997
Barnett Investment Services, Inc November 1994 - February 1997
The Graduate School of Banking at Louisiana State University July 1993 - November 1994
Barnett Investment Services, Inc July 1993 - November 1994
Barnett Bank of Central Florida August 1989 - July 1993
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Cross Selling, Commercial Lending, Branch Banking, Consumer Lending, Credit Risk, Mortgage Lending, Series 7, Insurance, Strategy, Wealth Management, Portfolio Management, Risk Management, Finance, Series 63, Financial Services, Mutual Funds, Alternative Investments, Investments, Strategic Financial..., Securities, Investment Banking, Financial Risk, Asset Management, Bonds, Investment Strategies, Investment Management, Executive Management, Private Banking, Financial Advisory, Relationship Management, Investment Advisory, FINRA, Treasury Management, Fixed Income, Small Business Lending, Asset Allocation, Capital Markets, Equities, Loan Origination, Financial Planning
Education
Six Sigma 2006 — 2007
Sales Green Belt Certification, Fee Based Sales Impact on Revenue and Client Asset Growth
University of Florida 1981 — 1983
Florida School of Banking, Executive Bank Management
American Institute of Banking 1980 — 1980
Certification, Commerical Banking
University of Central Florida 1973 — 1977
Bachelors of Science, Business Administration and Marketing
Merrill Lynch January 2015 - Present
BLOCS 2014 - 2015
Bank of America Merrill Lynch January 2011 - June 2013
Wahl Family Dentistry October 2009 - December 2010
Skills
Marketing Communications, Marketing, Email Marketing, Social Media Marketing, Marketing Research, Microsoft Office, Facebook, Event Planning, Direct Marketing, Account Management, Marketing Strategy, Telepresence, Balance Accounts, Computer Proficiency, Presentations, Meeting Planning, Donor Management, Major Gift Campaigns, Financial Advisory, Help Desk Support
Education
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), International Business
Bank of America Merrill Lynch April 2011 - Present
UnionBanCal Equities Inc. July 2007 - March 2011
Skills
Capital Markets, Credit, Financial Modeling, Fixed Income, Investments, Loans, Special Situations, Trading, Valuation, Structured Finance, Bloomberg, Private Equity, Bonds, Investment Banking, Series 7
Education
University of Colorado at Boulder 2003 — 2007
BS, Finance & Marketing
AXA Advisors April 2015 - Present
Amendola, LLC June 2012 - August 2014
Bank of America Merrill Lynch February 2011 - May 2012
Skills
Project Management, Finance, Financial Analysis, Networking, Microsoft Office, Leadership, Accountability
Education
University of Delaware 2007 — 2012
Bachelor’s Degree, Economics
Paramus High School 2003 — 2007
HIgh School Diploma, General Education
Bank of America Merrill Lynch September 2015 - Present
Phillips Edison & Company May 2015 - August 2015
Kinsale Golf and Fitness Club August 2013 - August 2014
Skills
Project Management, Organization Skills, Tenacious Work Ethic, Public Speaking, Leadership, Management, Research, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
University of Cincinnati College of Business 2014 — 2019
Finance and Real Estate
Olentangy Liberty High School 2010 — 2014
General Education
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass April 2013 - July 2015
Citibank May 2007 - April 2013
Wells Fargo August 2000 - May 2007
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Loans, Small Business Lending, Underwriting, Portfolio Management, Finance, Private Banking, Risk Management, Business Development, New Business Development, Sales, Credit Analysis, Series 7, Wealth Management, Management, Investments
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA
Western State Colorado University 1997 — 2000
BA, Business and English
College of Commercial Credit
Finance
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Bank of America Merrill Lynch March 2010 - July 2010
BBVA Compass July 2009 - March 2010
BBVA Compass June 2008 - July 2009
BBVA Compass February 2008 - June 2008
Education
University of North Florida 2009 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.33
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Management Leadership for Tomorrow (MLT) June 2015 - Present
Bank of America Merrill Lynch 2015 - Present
Merrill Lynch January 2015 - May 2015
Roulston Investment Partners, Inc. May 2014 - January 2015
SEO 2015 - 2015
Gentlemen's Quarterly April 2014 - 2014
Lindner College of Business 2014 - 2014
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Leadership, Tutoring, Social Networking, Volunteer Management, Microsoft Word, Social Media, Customer Service, Bloomberg Terminal, Event Planning, Time Management
Education
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Freshman
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Economics
University of Toronto - Rotman School of Management
N/A, Study Abroad
BioMed Realty April 2014 - Present
Essex Property Trust May 2011 - Present
The Swig Company February 2009 - Present
Bank of America April 1988 - January 2009
Banc of America Securities 1999 - 2009
Bank of America Merrill Lynch 1999 - 2009
Chemical Bank 1984 - 1988
Skills
Real Estate, Banking, Real Estate Investment, Mergers, Due Diligence, Negotiation, Strategic Planning, Financial Analysis, Equities, Corporate Governance, Debt, Structuring, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Management, Investment Properties, Leadership, Mergers & Acquisitions, Valuation, Budgets, Commercial Real Estate
Education
University of Delaware - Lerner College of Business and Economics 1978 — 1982
Bachelor of Science (BS), Economics/Econometrics and Business Administration (2 degrees), Minor in Communication
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
Capital Group August 2015 - Present
Gap Year - Travel/Transition October 2014 - July 2015
Bank of America Merrill Lynch October 2010 - September 2014
Bank of America Merrill Lynch September 2006 - September 2010
GE 2005 - 2006
Skills
Finance, Equities, Financial Analysis, Fixed Income, Financial Modeling, Credit, Management, Capital Markets, Derivatives, Investment Banking, Valuation, Leadership, Banking, Managerial Finance, Asset Management, Corporate Finance
Education
University of Connecticut
Bachelor's Degree, Accounting and Finance
Bank of America Merrill Lynch October 2014 - Present
Merrill Lynch October 2006 - October 2014
Skills
Equities, Securities, Asset Management, Fixed Income, Bloomberg, Risk Arbitrage, Mergers & Acquisitions, Options, Structured Products, Securities Lending, Prime Brokerage, Proprietary Trading, Middle Office, Investment Banking, Equity Derivatives, Swaps, Equity Trading, Corporate Actions, Financial Services
Education
The University of Connecticut 2002 — 2006
Bachelor of Science (B.S.), Resource Economics
MUFG Americas November 2014 - Present
MUFG Americas March 2013 - October 2014
Bank of America Merrill Lynch November 2008 - February 2013
Paymetric, Inc. March 2007 - October 2008
JPMorgan Chase April 1997 - February 2007
First USA Financial Services January 1996 - April 1997
US Bank June 1992 - January 1996
Citicorp Diners Club May 1989 - July 1992
Citicorp Diners Club July 1985 - May 1989
Education
University of Colorado Boulder 1977 — 1981
BA, Psychology
La Canada High School 1973 — 1977
Bank of America Merrill Lynch June 2015 - Present
ServiceMaster March 2013 - June 2015
Walgreens July 2008 - March 2010
Mobile Bee Wireless July 2006 - July 2008
Walgreens March 2003 - July 2006
Skills
Communication, Sales, Sales Management, Marketing Research, Marketing, Customer Service, Pharmaceutical Industry, Microsoft Office, Microsoft Excel, Microsoft Word, Visual Basic, Human Resources, Healthcare, Health, Business, Front-end, Graphic Design, Hospitals, Advertising, Online Advertising, Adobe Acrobat, Internet, iPhone, Java, JavaScript, Key Performance..., Leadership, Negotiation, Office Management, Business Objects, Problem Solving, Strategic Planning, Photoshop, Quality Management, Qualitative Research, Sustainability, Windows, Wordpress, Windows Server, Web Applications
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Oklahoma 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of America Merrill Lynch March 2012 - Present
Skills
Financial Analysis, Microsoft Excel, Account Management, Customer Service, Project Management, Customer Satisfaction, Time Management, Management, Team Building, Team Leadership, Social Networking, Process Improvement, Training, Strategic Planning, Analysis, Negotiation, Facebook, Inventory Management, Coaching, Business Development, Data Entry, Public Speaking, Event Management
Education
University of Central Florida - College of Business Administration 2009 — 2011
BS, Finance
Valencia Community College 2006 — 2008
AA, Business
CNA Insurance August 2011 - Present
University of Cambridge 2009 - 2010
BMO Financial Group July 2008 - September 2009
Bank of America Merrill Lynch April 2005 - March 2007
Bank of America Merrill Lynch July 2001 - April 2005
Skills
Corporate Finance, Valuation, Investment Banking, Credit, Financial Modeling, Strategy, Mergers, Equity Research, Management Consulting, Venture Capital, Emerging Markets, Negotiation, Strategic Planning, International Business, Investor Relations, Corporate Development, Banking, Strategic Analysis, Private Equity, Finance
Education
University of Cambridge 2009 — 2010
Master of Business Administration (M.B.A.), Strategy & International Business
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's Degree, Finance
Raymond James 2008 - Present
Bank of America Merrill Lynch 1987 - 2008
Nemes, Allen & Co 1983 - 1987
Deloitte 1979 - 1983
Education
University of Detroit Mercy
Bachelor of Applied Science (BASc), Accounting
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Enginetics Aerospace Corp. June 2011 - March 2012
UBS February 2011 - July 2011
Dual Groupe Hospitality June 2010 - August 2010
AXA Equitable May 2010 - August 2010
Education
University of Dayton 2008 — 2012
BSBA, Finance major with accounting minor
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2013 - June 2014
Bank of America Merrill Lynch August 2011 - April 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Microsoft Office, Bloomberg Software, Account Reconciliation, Salesforce.com, Loans, Investments, Time Management, Fixed Income, Financial Services, Analysis, Securities, Series 7, Process Improvement
Education
University of Delaware 2007 — 2011
Bachelor of Science, Economics
Nordstrom April 2013 - Present
Nordstrom January 2011 - September 2012
Bank of America April 2010 - December 2010
Bank of America Merrill Lynch June 2006 - June 2009
Money Sense August 2004 - May 2005
Skills
Bloomberg, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Investments, Corporate Finance, Asset Managment, Valuation, Financial Reporting, Banking, Capital Markets, Forecasting, Investment Banking, Due Diligence
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor, Accounting and Finance
Blue Fire Capital, LLC March 2013 - Present
Blue Fire Capital, LLC June 2012 - March 2013
Flyer Enterprises April 2011 - April 2012
University of Dayton January 2011 - January 2012
Flyer Forex Fund (FFF) January 2011 - January 2012
Mesirow Financial June 2011 - August 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Alternative Investments, Financial Modeling, Excel, Bloomberg, VBA, SQL, Business Development, People Skills, Perl, Management
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration, Entrepreneurship and Finance Double Major
Batavia High School
MetLife 2014 - Present
Bank of America - Merrill Lynch September 2012 - 2014
Credit Suisse August 2010 - September 2012
Doremus 2010 - 2010
Ogilvy & Mather 2008 - 2009
EmblemHealth July 2007 - April 2008
Moody's Investors Service 2006 - 2007
Kerzner International 2004 - 2006
AVON Products, Inc. 2001 - 2004
Priceline.com 2000 - 2000
Skills
Microsoft SQL Server, ASP.NET, SharePoint, C#, Business Intelligence, Business Analysis, Oracle, XML, Agile Methodologies, Crystal Reports, Web Services, AJAX, JavaScript, SOA, Visio, Requirements Analysis, Software Project..., SDLC, MS Project, .NET, jQuery, WCF, TFS, WPF, Silverlight, LINQ
Education
University of Management and Technology
MS
University of Cambridge
Associate's degree
University of the Punjab
Bachelor's degree
Bank of America - Merrill Lynch July 2007 - Present
New York Cares January 2009 - February 2015
Bank of America July 2007 - July 2009
State of NY Metropolitan Transportation Authority June 2006 - July 2006
Federal Reserve Bank of New York July 2002 - August 2002
Skills
Six Sigma, Lotus Notes, VB.NET, ASP.NET, Minitab, Tax Preparation, Microsoft Office, Auditing, Risk Management, Audit, Excel, Word, Outlook, Visio, SOX, Asset Management, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act, Leadership, Banking, Finance, Financial Analysis, Financial Risk, Financial Services, Management, Microsoft Excel, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance, Management Information Systems
Bronx High School of Science 1999 — 2003
Regents Diploma
AAA Mid-Atlantic August 2014 - Present
AAA Mid-Atlantic July 2012 - Present
Bank of America Merrill Lynch February 2011 - July 2012
N/A September 2008 - February 2011
Lanmark Group April 2002 - August 2008
Skills
Creative Development, Direct Mail, Marketing Communications, Copywriting, Advertising, Brand Management, Creative Direction, Social Media, Sales, New Business Development, Direct Marketing, Marketing, Account Management, Email Marketing, Digital Marketing, Integrated Marketing
Education
University of Delaware 1996 — 2001
Business Administration, Marketing, Advertising, Design
U.S. Bank March 2013 - Present
The CIT Group August 2011 - March 2013
US Bank February 2011 - August 2011
Bank of America Merrill Lynch May 2008 - February 2011
LaSalle Bank November 2007 - May 2008
Charles Schwab March 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Fixed Income, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
B.B.A, Accounting
Bank of America Merrill Lynch March 2015 - Present
Skills
Sourcing, Talent Management, Human Resources, Recruiting, Talent Acquisition, Employee Relations, Sales Process, Team Leadership, Leadership, Strategic Leadership, Thought Leadership, Sales Management, Sales, Series 7, Series 6, Series 63, Series 24, Employee Benefits, Financial Services, Building Relationships, Strategy, Training, College Recruiting, Temporary Placement, Onboarding, Employer Branding, Coaching, Workforce Planning, Relationship Management, Team Building, Leadership Development, Cold Calling, Applicant Tracking..., Process Improvement, CRM, Deferred Compensation, Technical Recruiting, Internet Recruiting, Vendor Management, Strategic Sourcing, Hiring, Management, Performance Management, Consulting, Project Management, Strategic Planning, Investments, Career Development, Mentoring, Mutual Funds
Education
University of Central Florida - College of Business Administration 2004 — 2007
MBA, Business Administration
University of Florida 1992 — 1996
BA, History
Bank of America Merrill Lynch May 2014 - Present
Ally Financial Inc. June 2008 - April 2014
Ally Financial Inc. December 2007 - June 2008
Ford Motor Credit Company August 2005 - November 2007
Ford Motor Credit Company October 2002 - August 2005
Ford Motor Credit Company October 2000 - October 2002
Ford Motor Credit Company June 2000 - October 2000
Ford Motor Credit Company June 1999 - June 2000
Ford Motor Credit Company September 1997 - June 1999
Ford Motor Credit Company September 1995 - September 1997
Skills
Credit, Finance, Credit Analysis, Loans, Portfolio Management, Financial Risk, Underwriting, Analysis, Management, Mortgage Lending, Accounting, Commercial Lending, Budgets, Training, Customer Service, Accounts Receivable, Due Diligence, Retail, Auditing, Marketing, Risk Management, Sales
Education
University of Saint Thomas - School of Business 2000 — 2004
MBA, Finance / Economics
University of Cincinnati College of Business 1988 — 1993
BBA, Finance
Comerica Bank June 2015 - Present
Comerica Bank April 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Comerica Bank October 2006 - April 2011
BMO Capital Markets April 2004 - September 2006
Bank of Montreal January 2000 - April 2004
Bank of Montreal May 1998 - January 2000
Bank of Montreal January 1995 - May 1998
Skills
Treasury Management, Banking, International Treasury..., Financial Analysis, Sales, Negotiation, Collaborative Problem..., Payments
Education
University of Detroit Mercy 2001 — 2003
MBA
University of Windsor 1992 — 1995
Bachelor of Arts
Bank of America Merrill Lynch June 2010 - Present
JP Morgan June 2007 - October 2010
Thomson Financial July 2004 - June 2007
Thomson 2005 - 2007
Education
University of Dayton 1998 — 2002
Finance
60East Technologies March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Merrill Lynch October 2007 - June 2010
Morgan Stanley 1991 - 2006
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equity Derivatives, Equities, Derivatives, Trading System, Enterprise Architecture, Cloud Computing, Distributed Systems, High Performance..., High Availability, Software Development, Linux, Scalability, Unix, Messaging, Architecture, Trading, Capital Markets, Storage, Enterprise Software, Multithreading, Middleware, Information Security, Start-ups, Algorithms
Education
University of California, Santa Barbara 1983 — 1987
BS, Electrical Computer Engineering
Bank of America Merrill Lynch April 2015 - Present
General Electric October 2009 - April 2015
Gen Re Securities December 1991 - February 2007
General Re Financial Products December 1991 - February 2007
Education
University of Cambridge 1983 — 1986
Bachelors, Engineering, French, German
Bank of America Merrill Lynch February 2011 - Present
Skills
Series 7, Series 63, Fixed Income, Wealth Management, Securities, Mutual Funds, Bloomberg, Equities, Relationship Management, Financial Services, Options, Risk Management, Capital Markets, Back Office, Asset Management, Alternative Investments, Asset Allocation, Banking, Bonds, Business Analysis, Corporate Finance, Electronic Trading, Finance, Financial Analysis, Financial Markets, Financial Risk, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Retirement, Retirement Planning, Trading, Trading Systems, Client Services
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.)
Fidelity & Guaranty Life August 2012 - Present
Bank of America Merrill Lynch June 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch January 2005 - January 2008
Merrill Lynch May 2000 - January 2005
MediaVest July 1999 - May 2000
Skills
Banking, Budgets, Corporate Events, Customer Service, Event Management, Event Planning, Leadership, Marketing, Meeting Planning, Portfolio Management, Strategy, Marketing Communications
Education
University of Delaware 1995 — 1999
BA Mass Communication
Bank of America Merrill Lynch November 2007 - Present
Bank of America Merrill Lynch December 2005 - December 2007
Legacy MBNA America March 2005 - December 2005
Legacy MBNA America July 2004 - March 2005
Legacy MBNA America October 2002 - July 2004
Legacy MBNA America April 2000 - October 2002
Skills
Strategic Planning, Leadership, Negotiation, Management, Sales, Customer Service, Marketing, Investments, Finance, Budgets, Financial Advisory..., Working Capital..., Relationship Management
Education
University of Delaware
Bachelor's Degree, Business Administration
Bank of America Merrill Lynch May 2000 - Present
Wells Fargo Bank -Colorado 1995 - 2000
Skills
401k, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Relationship Management
Education
University of Colorado at Denver
Bachelor of Science, Finance
NorthgateArinso July 2014 - Present
Bank of America Merrill Lynch July 2007 - July 2014
Merrill Lynch July 2007 - June 2010
EverBank May 2006 - July 2007
Fidelity National Financial September 2003 - May 2006
CitiStreet November 2000 - September 2003
KING COMPANIES August 2000 - November 2000
Orlando Regional Medical Center April 2000 - June 2000
LandSafe Title March 1999 - August 1999
Skills
Employee Benefits, Pensions, Payroll, Accounting, Auditing, Management, Financial Services, Program Management, System Administration, Internal Audit, Retirement
Education
University of Central Florida - College of Business Administration 1998 — 2000
Bachelor's degree, Management Information Systems, General
Regions Bank July 2013 - Present
BB&T December 2012 - June 2013
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch May 2002 - May 2011
Banc of America Securities July 1998 - April 2002
Bank of America June 1997 - July 1998
The Bank of New York Mellon August 1988 - May 1997
Skills
Capital Markets, Syndications, Financial Structuring, Loans, Investment Banking, Leveraged Finance, Banking, Middle Market, Corporate Finance, Commercial Banking, Commercial Lending, Project Finance, Emerging Markets, Treasury Management, Risk Management, Financial Institutions, Hedge Funds, Trading, Asset Management, Private Equity, Equities
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S. Econ, Finance
University of Essex 1987 — 1987
Bank of America Merrill Lynch February 2006 - Present
Skills
Financial Modeling, Financial Analysis, Fixed Income, Corporate Finance, Essbase, Financial Reporting, Capital Markets, Financial Accounting, Accounting, Stress Testing, Process Improvement, Finance, Valuation, Investment Banking, Risk Management, Bonds, Financial Markets, Sarbanes-Oxley Act, General Ledger, Basel II, Basel III, Financial Risk, Product Control, Derivatives, Banking, Bloomberg
Education
University of Central Florida - College of Business Administration 2003 — 2004
Bachelor of Business Administration (B.B.A.); Finance, Finance
Morgan Stanley April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch Technology Mergers and Acquisitions June 2010 - August 2010
Bank of America May 2007 - June 2010
Bank of America January 2006 - May 2007
American Express Financial Advisors 2004 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management, Finance, Mergers, Credit Analysis, Due Diligence, Manage Client..., Project Management, Mentoring, Community Service, Corporate Finance, LBO, Private Equity
Education
University of Chicago 2009 — 2011
MBA, Analytic Finance, Accounting, Strategic Management
University of Central Florida 1999 — 2003
Dual Bachelors of Science, Finance and Accounting with College Honors
Bank of America Merrill Lynch April 2010 - Present
Bank of America Home Loans October 2006 - April 2010
Nexstar Financial July 2003 - October 2006
Wells Fargo Financial May 1997 - July 2003
Education
The University of Charleston 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Arbor Commercial Mortgage October 2014 - Present
Standard & Poor's September 2013 - September 2014
Bank of America Merrill Lynch October 2009 - September 2013
Prudential Financial April 2004 - September 2008
CIGNA March 2003 - March 2004
Skills
Fixed Income, Derivatives, Structured Products, Valuation, Trading, Financial Structuring, CDS, Securities, CDO, Hedging, CMBS, Interest Rate Swaps, Loans, Proprietary Trading, Economics, Structured Finance, Bonds, Financial Modeling
Education
University of Connecticut 1998 — 2002
BS, Finance
University of Connecticut 1998 — 2002
BA, Mathematics
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch December 2010 - July 2013
Bank of America Merrill Lynch June 2010 - December 2010
Bank of America Merrill Lynch June 2009 - June 2010
Bank of America Merrill Lynch June 2008 - June 2009
Union Bank 2006 - 2007
Skills
Mergers, Financial Structuring, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Risk Management, Microsoft Excel, Corporate Finance, Credit, Underwriting, Accounting, Microsoft Office, Mergers & Acquisitions
Education
University of California, San Diego 2004 — 2008
BA, Economics
Bank of America Merrill Lynch August 2010 - Present
Education
University of Cambridge 1993 — 2000
Bank of America Merrill Lynch July 2015 - Present
U.S. Bank June 2013 - July 2015
PNC Financial Services December 2000 - May 2013
Skills
Analysis, Banking, Budgets, Consumer Lending, Credit, Customer Service, Leadership, Loans, Management, New Business Development, Retail Banking, Sales, Small Business Lending
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of Cincinnati
Finance and Real Estate
TIAA-CREF July 2011 - Present
Bank of America Merrill Lynch March 2011 - June 2011
BlackRock Solutions October 2007 - March 2011
BlackRock October 2006 - October 2007
Merrill Lynch Investment Managers 1994 - 2006
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Managment, Portfolio Management, Requirements Analysis, Business Process..., Equities, Securities, Derivatives, Bloomberg, Investments, Financial Services, Strategy, Market Data, Asset Management, Business Requirements, Accounting
Education
University of Delaware 1987 — 1991
Accounting
Bank of America April 2015 - Present
Bank of America April 2013 - Present
Reval SDR August 2012 - November 2012
Bank of America Merrill Lynch March 2011 - August 2012
Merrill Lynch/Bank of America September 2008 - April 2011
Carlyle Capital Corporation January 2008 - April 2008
Carlyle Capital Corporation July 2006 - January 2008
Merrill Lynch Bank January 2000 - January 2006
Citigroup 1978 - 1999
Skills
Derivatives, Trading Systems, Capital Markets, Market Data, FX Options, Interest Rate..., Fixed Income, Investment Banking, Equities, SDLC, Business Analysis, Risk Management, Financial Services
Education
University of Cincinnati
Bank of America Merrill Lynch August 2015 - Present
American Express May 2015 - July 2015
American Express March 2014 - June 2015
American Express October 2012 - May 2014
American Express April 2012 - May 2013
American Express June 2010 - March 2012
Deloitte & Touche September 2007 - June 2010
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Financial Analysis, IFRS, GAAP, Variance Analysis, Internal Audit, Corporate Finance, Financial Accounting, Auditing, Accounting, General Ledger, Derivatives, PeopleSoft, CPA, Finance, Cash Management, Consolidation, Corporate Tax, External Audit, Financial Audits, Financial Modeling, Financial Statements, Hyperion Enterprise, Income Tax, Investments, Sarbanes-Oxley, Tax Preparation
Education
The University of Connecticut 2003 — 2007
Bachelor of Science (BS), Accounting
Castleton Commodities International June 2012 - Present
Westport Petroleum November 2011 - May 2012
Bank of America Merrill Lynch January 2011 - October 2011
Bank of America Merrill Lynch July 2008 - December 2010
Tri-State Valet Parking & Services, LLC October 2005 - May 2008
Bank of America June 2007 - August 2007
Galbraith's Limited June 2006 - July 2006
Skills
Portfolio Management, Asset Managment, Microsoft Excel, VBA, Management, Analysis, Trading, Structured Products, Asset Management, Investments, Valuation, Hedge Funds
Education
University of Evansville 2004 — 2008
B.S.B.A, Global Business & Finance, Magna Cum Laude
Bank of America Merrill Lynch March 2013 - Present
PACCAR Financial Inc February 2012 - March 2013
Square Two Financial September 2010 - February 2012
SquareTwo Financial April 2010 - September 2010
Chrysler Financial LLC August 2009 - December 2009
Chrysler Financial LLC August 2007 - August 2009
Chrysler Financial LLC January 2007 - August 2007
Chrysler Financial LLC March 2006 - January 2007
Chrysler Financial LLC May 2005 - March 2006
Chrysler Financial LLC June 2001 - May 2005
Skills
Indirect Lending, Direct Lending, Portfolio Management, Commercial Finance, Consumer Lending, Collections Management, Relationship Management, Business Consulting, Financial Statement..., Project Management, Credit Analysis, C & I loans, Middle Market Lending, Loans, Credit Risk, Credit, Business Development, Strategy, Retail, Process Improvement, Analysis, Management, Sales, Training, Business Strategy, Financial Services, Leadership, Mergers & Acquisitions, Call Centers, Marketing and Sales, Financial Risk, Sales Operations, Commercial Lending, Executive Management, Sales Process, Underwriting, Program Management, Selling, Risk Management, Banking
Education
University of Colorado at Denver 2011 — 2016
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts
Bank of America Merrill Lynch June 2011 - Present
Bank of America July 2008 - June 2011
Bank of America November 2005 - July 2008
Bank of America July 2002 - November 2005
American Skandia/Prudential 1997 - 2002
American Skandia / Prudential July 1992 - August 1997
FDIC May 1991 - May 1992
Skills
Call Center, Process Engineering, Banking, Vendor Management, Six Sigma, Operations Management, Contact Center, Call Centers, Integration, Management, Financial Services, Change Management, Process Improvement
Education
Undergrad - Business Mgmt 2003 — 2005
Bachelor's degree of Business Management, Business Administration and Management, General
The University of Connecticut
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch November 1990 - April 2011
Deloitte 1987 - 1990
Skills
Banking, Asset Management, Business Analysis, Business Development
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch 2007 - 2010
Skills
Banking, Relationship Management, Financial Services, Credit Cards, Vendor Management, Process Improvement, Project Management, Visio, Requirements Analysis, Business Requirements, Customer Service, Leadership, Management, Portfolio Management, Six Sigma, Strategic Planning
Education
University of Central Florida
Bachelor of Arts (B.A.), Organizational Communication, General
Bank of America Merrill Lynch August 2002 - Present
Nabih Youssef & Associates 1997 - 2000
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of California, San Diego 1992 — 1997
BS, Engineering
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
Millennial Media July 2015 - Present
Millennial Media August 2014 - Present
Millennial Media January 2013 - July 2014
Bank of America Merrill Lynch August 2011 - July 2012
Bank of America Merrill Lynch July 2010 - August 2011
Bank of America June 2008 - June 2010
RBS Greenwich Capital July 2007 - August 2007
Skills
Capital Markets, Digital Media, Mobile Advertising, Advertising, Mobile Marketing, Equity Valuation, Series 79, Series 63, Hedge Funds, Financial Modeling, Digital Strategy, Finance, Economics, Analytics
Education
University of Delaware 2004 — 2008
Bachelor of Science (BS), Finance Alfred Lerner School of Business & Economics
Middlesex School 2001 — 2004
Wells Fargo Securities 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
Finance Connection March 2009 - June 2010
KPMG June 2009 - August 2009
Commerce Capital Group January 2009 - March 2009
Private Management Group June 2008 - August 2008
Skills
Financial Modeling, LBO, Capital IQ, Financial Analysis, Investment Banking, Valuation, Private Equity, Economics, Venture Capital, M&A experience, Bloomberg, Capital Markets, Corporate Finance, DCF, Equities
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business-Economics with Accounting Emphasis
Merrill Lynch Wealth Management 2012 - Present
Dinosaur Securities LLC January 2008 - September 2012
Prebon Yamane October 2001 - January 2008
Cantor Fitzgerald January 1998 - September 2001
Bank of America Merrill Lynch 1974 - 1994
Skills
Trading, Retail, Investments, Customer Relations, Risk, Mortgage, Series 7, Fixed Income, Capital Markets, Commodities, Compliance, Brokerage, Bloomberg, Bonds, Series 63, series 8, series 99, dealer sales, Institutional sales, mortgaged backed..., corporate bond trading, Proprietary Trading, Trading Desk Manager, Mortgage Lending, MBS, Financial Adviser..., series 66, Life Insurance and..., Options, Hedge Funds, FINRA, Alternative Investments
Education
St Johns University 1981 — 1983
Economics
University of Delaware 1973 — 1974
Economics
Wagner College 1969 — 1973
B.S., Education and Psychology
Bank of America Merrill Lynch July 2013 - Present
KPMG October 2008 - July 2013
KPMG 2004 - 2008
Skills
Private Equity, Due Diligence, IFRS, US GAAP, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Nielsen Nitro, M&A experience, Financial Reporting, Accounting, Finance, Management, Capital Markets, Investment Banking
Education
University of Cambridge 2000 — 2004
MA, Theoretical Physics
Jagged Peak Energy April 2013 - Present
Ute Energy LLC October 2011 - April 2013
Q Advisors August 2010 - October 2011
Bank of America Merrill Lynch January 2009 - July 2010
Education
University of Denver
BSBA, Finance
Bank of America August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
Bank of America Merrill Lynch August 2009 - August 2013
Deutsche Bank January 2008 - December 2008
United States Marine Corps August 1999 - August 2003
Skills
Project Management, Valuation, Middle Office, Risk Management, Fixed Income, Business Analysis, Financial Analysis, Banking, Investment Banking, Finance, Capital Markets, Derivatives, Options
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Finance
Bank of America Merrill Lynch February 1986 - Present
Merrill Lynch 1986 - Present
Education
University of Delaware 1973 — 1977
BS, Accounting
Morgan Stanley Wealth Management February 2011 - Present
Bank of America Merrill Lynch September 2010 - February 2011
Morgan Stanley Smith Barney 1995 - 2010
Skills
Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Investment Advisory, ETFs, Series 24, Separately Managed..., Series 7
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Goldman Sachs May 2015 - Present
Bank of America Merrill Lynch May 2011 - May 2015
Goldman Sachs January 2010 - May 2011
Goldman Sachs December 2005 - May 2011
Goldman Sachs December 2006 - February 2010
Education
University of Cape Town 1985 — 1985
BSc Comp Sc (Honors), Operating Systems
University of the Witwatersrand 1979 — 1983
BSc Eng (Elec), Electronics
Bank of America Merrill Lynch January 2015 - Present
American Express February 2014 - January 2015
Pittsburgh Journal of Environmental and Public Health Law August 2011 - May 2013
University of Pittsburgh School of Law August 2010 - May 2013
Lindabury, McCormick, Estabrook & Cooper, P.C. May 2012 - July 2012
Whitehouse Law, PLLC 2012 - 2012
JOHN WILEY & SONS, INC December 2007 - August 2010
PECKAR & ABRAMSON March 2001 - October 2004
Skills
Legal Research, Litigation, Lexis, Legal Writing, Legal Assistance, Research, Editing, Westlaw, Negotiation, Copyright Law, Intellectual Property, Launching Start-ups, Publishing, Litigation Support, Entrepreneurship, Online Publishing, Corporate Transactional, Drafting Agreements, Business Travel
Education
University of Pittsburgh School of Law 2010 — 2013
Juris Doctor, Law
University of San Diego 2006 — 2006
ABA Approved Paralegal Certification
University of Connecticut 2001 — 2004
Bachelor of Arts, Political Science
Ridgewood High School
Bank of America Merrill Lynch November 1998 - Present
All Sports Officials 2009 - 2012
Skills
Budgets, Business Analysis, Customer Service, Financial Analysis, Banking, Leadership, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Microsoft Office, Microsoft Word, SDLC
Education
Strayer University 2010 — 2013
Accounting
University of Central Florida 1994 — 1996
Psychology
Bank of America Merrill Lynch May 2001 - Present
PwC August 1993 - February 1998
Skills
Financial Analysis, Asset Managment, Series 7, Mutual Funds, Securities, Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Investment Advisory, Finance, Investment Management, Retirement Planning, Wealth Management..., Financial Reporting, High Net Worth...
Education
New York University, Stern School of Business 1998 — 2001
Master of Business Administration (MBA), Finance
University of Delaware 1989 — 1993
Bachelor's degree, Accounting
Bank of America Merrill Lynch 2007 - Present
GE Public Finance 1995 - 2007
SunTrust Bank 1983 - 1995
Skills
Loans, Business Development, Portfolio Management, Credit Analysis, Credit
Education
University of Central Florida 1979 — 1980
Bachelor of Science
Lake Brantley High School
Bank of America Merrill Lynch May 2011 - Present
Enterprise Holdings Inc. 2009 - 2011
Education
University of Central Florida 2004 — 2008
BS, International relations/Comparative politics
JPMorgan Chase May 2012 - Present
Empower Professionals September 2010 - Present
Options Clearing Corp 2011 - 2012
Bank of America Merrill Lynch August 2008 - July 2010
Empower Professionals January 2005 - August 2008
Skills
Requirements Analysis, SDLC, Business Analysis, User Acceptance Testing, Software Project..., Vendor Management, Agile Methodologies, Requirements Gathering, Business Intelligence, Microsoft SQL Server, SQL, Project Management, PL/SQL, Visio, Oracle
Education
University of East London 2004 — 2005
MBA, International Business
St. Xavier's High School 1987 — 1997
Secondary School Certificate, Mathematics, Science, Geography, History
Bank of America Merrill Lynch May 2015 - Present
Credit Suisse May 2011 - May 2015
Financial Industry Regulatory Authority May 2009 - July 2009
Financial Industry Regulatory Authority May 2008 - November 2008
Sidley Austin June 2005 - July 2007
Education
Villanova Law School 2007 — 2010
Doctor of Law (J.D.), Law
Villanova University - School of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing, Internatiomal Business
University of Cambridge
Institute of Economic and Political Studies
Angelo, Gordon & Co. March 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2012
Bank of America Merrill Lynch 2006 - 2012
Bank of America Merrill Lynch 2005 - 2012
Merrill Lynch 2005 - 2012
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Bank of America 2003 - 2005
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), History
Greenwich High School
Wells Fargo Securities June 2012 - Present
Bank of America Merrill Lynch September 2001 - June 2012
Education
University of Central Florida
Bank of America Merrill Lynch 2004 - 2015
Skills
Portfolio Management, Series 7, Equities, Hedge Funds, Financial Markets, Alternative Investments, Trading Systems, Capital Markets, Options, Sales, Bloomberg, Electronic Trading, Customer Service, Risk Management, Fixed Income, Derivatives, Investments, Asset Management, Equity Derivatives, Securities
Education
University of Dayton 1986 — 1990
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch September 2015 - Present
McKesson Corporation July 2014 - September 2015
McKesson August 2008 - July 2014
Kirkland & Ellis LLP 2006 - 2008
Skills
Filing, Employment Law, Calendaring, Document Review, Litigation, Legal Writing, Intellectual Property, Trials, Legal Research, Litigation Support, Administrative..., Legal Assistance, Medical Compliance, Privacy Law, Notary Public, Westlaw, Administrative..., Research, Civil Litigation, Project Management, Management
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, English Language and Literature, General
Mizuho Bank September 2015 - Present
Bank of America Merrill Lynch July 2014 - September 2015
Morgan Stanley June 2013 - June 2014
Morgan Stanley December 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Economics, AML, KYC, Anti Money Laundering, Financial Analysis
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch March 2014 - Present
Fremont Bank November 2011 - March 2014
Provident Funding Associates L.P. May 2008 - November 2011
Santa Cruz Biotechnology May 2007 - June 2008
Skills
Underwriting, Software Documentation, Mortgage Lending, Loans, Invoicing, Funding, Accounting, Accounts Receivable, Analysis, Training, Credit Analysis, PowerPoint, Mortgage Banking, Financial Analysis, Finance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Business/Management
Milton Shoong Chinese Cultural Center 1992 — 2002
Bank of America Merrill Lynch October 2000 - Present
Education
University of Connecticut 1992 — 1997
Bachelor's degree, Marketing
HD Supply May 2015 - Present
BNY Mellon November 2013 - May 2015
Bank of America Merrill Lynch September 2011 - November 2013
Give Kids The World January 2011 - May 2011
Walt Disney World December 2007 - November 2010
Skills
Customer Service, Microsoft Excel, Management, Process Improvement, Microsoft Word, Operations Management, Team Building, Budgets, Inventory Management, Team Leadership, Analysis, Logistics, Forecasting, Financial Analysis, Negotiation, Teamwork, Supply Chain Management, Project Management, Business Analysis, Research, Sales Management, Data Analysis, Finance
Education
University of Central Florida 2010 — 2013
Bachelor's degree, Finance
Valencia College 2007 — 2010
Associate of Arts (AA), Business Administration and Management