Bank of America Merrill Lynch

Description

Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners

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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Stephen Sparks Stephen Sparks Greater Chicago Area Details
Stephen Sparks's Bank of America Merrill Lynch Experience May 2010 - Present
Job Senior Vice President at Bank of America
Industry Commercial Real Estate
Experience
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

Jay Snell Jay Snell Perrysburg, Ohio Details
Jay Snell's Bank of America Merrill Lynch Experience July 2015 - Present
Job Global Wealth Management Intern at Bank of America Merrill Lynch
Industry Construction
Experience
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

Jessica Schultz Jessica Schultz Greater Chicago Area Details
Jessica Schultz's Bank of America Merrill Lynch Experience March 2011 - Present
Job AMRS Head of Client Onboarding Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Patrick Gerby Patrick Gerby Greater Chicago Area Details
Patrick Gerby's Bank of America Merrill Lynch Experience 1997 - 2008
Job Senior Quality Assurance CoordinatorCRSP at University of Chicago Booth School of Business
Industry Information Technology and Services
Experience
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

Taylor Gloege Taylor Gloege Greater Denver Area Details
Taylor Gloege's Bank of America Merrill Lynch Experience May 2013 - May 2014
Job Project Manager
Industry Management Consulting
Experience
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

Cooper Brown Cooper Brown Cincinnati Area Details
Cooper Brown's Bank of America Merrill Lynch Experience May 2015 - August 2015
Job Business Development Intern at River Cities Capital Funds
Industry Venture Capital & Private Equity
Experience
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

Adrienne Schwartz Adrienne Schwartz San Diego, California Details
Adrienne Schwartz's Bank of America Merrill Lynch Experience July 2009 - January 2011
Job AVP Commercial Real Estate Portfolio Management Officer at Bank of America Merrill Lynch and MBA Candidate at USD
Industry Real Estate
Experience
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

Mark Dombrowski, CFA Mark Dombrowski, CFA San Francisco Bay Area Details
Mark Dombrowski, CFA's Bank of America Merrill Lynch Experience January 2010 - April 2014
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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

Maria Barry Maria Barry Providence, Rhode Island Details
Maria Barry's Bank of America Merrill Lynch Experience January 1987 - Present
Job Bank of America Meriill Lynch National Community Development Banking Executive
Industry Financial Services
Experience
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

Ron Weber Ron Weber Dallas/Fort Worth Area Details
Ron Weber's Bank of America Merrill Lynch Experience June 2010 - October 2013
Job Software Developer
Industry Computer Software
Experience
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

Gabe LeMons Gabe LeMons Greater San Diego Area Details
Gabe LeMons's Bank of America Merrill Lynch Experience September 2011 - November 2013
Job Regional Director @ TagMyDoc
Industry Computer Software
Experience
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

Dragan Saric Dragan Saric Concord, California Details
Dragan Saric's Bank of America Merrill Lynch Experience November 2014 - Present
Job Implementation Adviser, Global Treasury, Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Karen Larbalestrier Karen Larbalestrier Greater New York City Area Details
Karen Larbalestrier's Bank of America Merrill Lynch Experience June 2014 - Present
Job Director, Head of Institutional Communication Consulting & Education at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Justin S. Appel Justin S. Appel Los Angeles, California Details
Justin S. Appel's Bank of America Merrill Lynch Experience April 2011 - March 2014
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
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

Debra Cesaro-Hayes Debra Cesaro-Hayes Greater Denver Area Details
Debra Cesaro-Hayes's Bank of America Merrill Lynch Experience December 2007 - August 2013
Job Team Lead Settlements Analyst
Industry Financial Services
Experience
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

Brian D. Shields Brian D. Shields Chicago, Illinois Details
Brian D. Shields's Bank of America Merrill Lynch Experience October 2007 - July 2011
Job CoFounder at CoderEXP
Industry Venture Capital & Private Equity
Experience
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

Thomas Waldron Thomas Waldron United States Details
Thomas Waldron's Bank of America Merrill Lynch Experience March 2010 - October 2010
Job We should talk! Looking for a challenging Technology Leadership opportunity in an innovative organization.
Industry Financial Services
Experience
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

Joe Riggio Jr. Joe Riggio Jr. Greater Los Angeles Area Details
Joe Riggio Jr.'s Bank of America Merrill Lynch Experience June 2007 - September 2008
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
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

Lauren Slater Lauren Slater Greater Los Angeles Area Details
Lauren Slater's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Analyst
Industry Investment Banking
Experience
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

Keela Rouse Keela Rouse Jacksonville, Florida Area Details
Keela Rouse's Bank of America Merrill Lynch Experience January 2015 - Present
Job Advocacy manager
Industry Financial Services
Experience
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

James (Jim) Morris James (Jim) Morris Greater New York City Area Details
James (Jim) Morris's Bank of America Merrill Lynch Experience April 2005 - Present
Job Bank of America, SVP Commercial Equipment Finance
Industry Banking
Experience
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

Daniel Beardsley Daniel Beardsley New York, New York Details
Daniel Beardsley's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Trader at Trillium
Industry Capital Markets
Experience
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

Ricardo  Rico Pestyk Ricardo Rico Pestyk Charlotte, North Carolina Details
Ricardo Rico Pestyk's Bank of America Merrill Lynch Experience 2003 - 2011
Job Fixed Income Operations and Settlements Specialist
Industry Banking
Experience
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

Justyna Podolak Justyna Podolak Wilmington, Delaware Details
Justyna Podolak's Bank of America Merrill Lynch Experience September 2014 - Present
Job Advertising Account Executive
Industry Banking
Experience
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

Amy Mann Amy Mann Jacksonville, Florida Details
Amy Mann's Bank of America Merrill Lynch Experience September 2011 - November 2012
Job AVP, Investment Center Team Manager
Industry Financial Services
Experience
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.

Kristin Bunek Kristin Bunek Royal Oak, Michigan Details
Kristin Bunek's Bank of America Merrill Lynch Experience August 2010 - Present
Job Approval Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Adrianne Bond Adrianne Bond Cincinnati Area Details
Adrianne Bond's Bank of America Merrill Lynch Experience May 2007 - Present
Job Trust & Estate Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Dylan Clark Dylan Clark New York, New York Details
Dylan Clark's Bank of America Merrill Lynch Experience June 2015 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Stuart Aurre Stuart Aurre Greater New York City Area Details
Stuart Aurre's Bank of America Merrill Lynch Experience May 2007 - Present
Job
Industry Financial Services
Experience
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

Lisa Von Redden Lisa Von Redden New York, New York Details
Lisa Von Redden's Bank of America Merrill Lynch Experience April 2013 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Haley Shannon Haley Shannon Garden City, New York Details
Haley Shannon's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Global Corporate & Investment Banking Summer Analyst at Bank of America
Industry Banking
Experience
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

Lindsay Trause Lindsay Trause Greater Philadelphia Area Details
Lindsay Trause's Bank of America Merrill Lynch Experience June 2015 - Present
Job GWIM Senior Operations Representative
Industry Investment Management
Experience
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

Mason McKown, CFP® Mason McKown, CFP® San Francisco Bay Area Details
Mason McKown, CFP®'s Bank of America Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
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

Gregory Fitter Gregory Fitter Greater New York City Area Details
Gregory Fitter's Bank of America Merrill Lynch Experience February 2015 - Present
Job Associate, ABS Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Imran Javaid Imran Javaid Greater Chicago Area Details
Imran Javaid's Bank of America Merrill Lynch Experience November 2014 - June 2015
Job Trade Support Engineer at Citadel LLC
Industry Computer Software
Experience
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

Anthony Candela Anthony Candela Greater New York City Area Details
Anthony Candela's Bank of America Merrill Lynch Experience April 2015 - Present
Job Real Estate Structured Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Brent Kassner, CRPC Brent Kassner, CRPC Cincinnati Area Details
Brent Kassner, CRPC's Bank of America Merrill Lynch Experience February 2007 - Present
Job Senior Registered Private Wealth Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Joel Misere Joel Misere Orlando, Florida Details
Joel Misere's Bank of America Merrill Lynch Experience March 2014 - Present
Job Ops Sr Analyst MKTS
Industry Information Technology and Services
Experience
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

Stephen Baxter Stephen Baxter Greater New York City Area Details
Stephen Baxter's Bank of America Merrill Lynch Experience December 2014 - Present
Job Equity Research Associate at Bank of America Merrill Lynch
Industry Banking
Experience
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

Andrew Almeida Andrew Almeida San Francisco, California Details
Andrew Almeida's Bank of America Merrill Lynch Experience July 2010 - June 2012
Job Investment Professional at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
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

Keri Kutakoff Keri Kutakoff Bernardsville, New Jersey Details
Keri Kutakoff's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Jennifer Snelders Jennifer Snelders Chicago, Illinois Details
Jennifer Snelders's Bank of America Merrill Lynch Experience December 2011 - August 2014
Job Associate, Proposal Manager, Global Treasury Solutions, North America, Bank of America Merrill Lynch
Industry Banking
Experience
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.

Julie Restino Julie Restino Jacksonville, Florida Details
Julie Restino's Bank of America Merrill Lynch Experience August 2013 - Present
Job Stock Loan Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Erin Mullins Erin Mullins New York, New York Details
Erin Mullins's Bank of America Merrill Lynch Experience July 2015 - Present
Job Office Assistant at Yale Alumni Athletics Development Office
Industry Financial Services
Experience
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

Becca Foster Becca Foster Littleton, Colorado Details
Becca Foster's Bank of America Merrill Lynch Experience March 2008 - Present
Job VP, Sr. Implementation Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Andrew Plum, CFP, CIMA Andrew Plum, CFP, CIMA Palm Beach, Florida Details
Andrew Plum, CFP, CIMA's Bank of America Merrill Lynch Experience October 2001 - September 2010
Job Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2010 - Present
Bank of America Merrill Lynch   October 2001 - September 2010

Education
University of Florida   1997 — 2001
Business, Finance

Bill Harman Bill Harman Cincinnati Area Details
Bill Harman's Bank of America Merrill Lynch Experience January 2008 - December 2010
Job Market and Principal Risk Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

James Zhan James Zhan Greater Atlanta Area Details
James Zhan's Bank of America Merrill Lynch Experience March 2010 - December 2012
Job Senior Vice President, Head of Southeast Region Commercial Banking at East West Bank
Industry Financial Services
Experience
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

Wilhelmina Hudson Wilhelmina Hudson San Francisco Bay Area Details
Wilhelmina Hudson's Bank of America Merrill Lynch Experience June 2010 - April 2011
Job Community Volunteer at Marina Middle School, SFUSD
Industry Mental Health Care
Experience
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

Bert Pearsall Bert Pearsall Orlando, Florida Area Details
Bert Pearsall's Bank of America Merrill Lynch Experience November 2005 - June 2012
Job Senior Vice President & BB&T Wealth Regional Director Central Florida
Industry Financial Services
Experience
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

Lauren Brodbine Lauren Brodbine Greater Philadelphia Area Details
Lauren Brodbine's Bank of America Merrill Lynch Experience January 2011 - June 2013
Job Field Operations & Advisory Resources
Industry Financial Services
Experience
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

Walter Boye-Doe Walter Boye-Doe New York, New York Details
Walter Boye-Doe's Bank of America Merrill Lynch Experience April 2011 - Present
Job VP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

David Grados David Grados Greater New York City Area Details
David Grados's Bank of America Merrill Lynch Experience February 2011 - May 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
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

Nicholas DiNunzio Nicholas DiNunzio Cincinnati Area Details
Nicholas DiNunzio's Bank of America Merrill Lynch Experience September 2015 - Present
Job Seasonal Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Christy Kline Christy Kline Greater Denver Area Details
Christy Kline's Bank of America Merrill Lynch Experience July 2015 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
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

Monica Montgomery Monica Montgomery Jacksonville, Florida Area Details
Monica Montgomery's Bank of America Merrill Lynch Experience June 2013 - Present
Job Project Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Brian Starks Jr. Brian Starks Jr. Cincinnati, Ohio Details
Brian Starks Jr.'s Bank of America Merrill Lynch Experience 2015 - Present
Job Career Prep Fellow at MLT
Industry Higher Education
Experience
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

Janice Sears Janice Sears San Francisco Bay Area Details
Janice Sears's Bank of America Merrill Lynch Experience 1999 - 2009
Job Board of Directors at BioMed Realty
Industry Investment Banking
Experience
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

Hunter Faubion Hunter Faubion Gainesville, Florida Area Details
Hunter Faubion's Bank of America Merrill Lynch Experience March 2014 - May 2015
Job MBA Candidate and Graduate Assistant at University of Florida
Industry Financial Services
Experience
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

Amit Ghadiyali Amit Ghadiyali Greater Los Angeles Area Details
Amit Ghadiyali's Bank of America Merrill Lynch Experience October 2010 - September 2014
Job Insights and Analytics at American Funds
Industry Financial Services
Experience
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

Jason Ruscio Jason Ruscio Greater New York City Area Details
Jason Ruscio's Bank of America Merrill Lynch Experience October 2014 - Present
Job Equity Derivatives Trade Support at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

William Kniering William Kniering Dallas/Fort Worth Area Details
William Kniering's Bank of America Merrill Lynch Experience November 2008 - February 2013
Job Director, Commercial Card Client Management at MUFG Union Bank
Industry Financial Services
Experience
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

Candice Shults Candice Shults Oklahoma City, Oklahoma Area Details
Candice Shults's Bank of America Merrill Lynch Experience June 2015 - Present
Job Banker at Bank of America Merrill Lynch and Graduate Student at Oklahoma Christian University
Industry Financial Services
Experience
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

Casey Studstill Casey Studstill Jacksonville, Florida Area Details
Casey Studstill's Bank of America Merrill Lynch Experience March 2012 - Present
Job Senior Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Nate Adams Nate Adams Greater Chicago Area Details
Nate Adams's Bank of America Merrill Lynch Experience April 2005 - March 2007
Job Director Corporate Development / FP&A at CNA Insurance
Industry Banking
Experience
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

Charlie Nemes Charlie Nemes Novi, Michigan Details
Charlie Nemes's Bank of America Merrill Lynch Experience 1987 - 2008
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
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

Alexander Rigos Alexander Rigos Chicago, Illinois Details
Alexander Rigos's Bank of America Merrill Lynch Experience June 2012 - Present
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

Daniel Wlazlowski Daniel Wlazlowski Greater New York City Area Details
Daniel Wlazlowski's Bank of America Merrill Lynch Experience June 2014 - Present
Job International Banking Relationship Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jaron Ball Jaron Ball Greater Seattle Area Details
Jaron Ball's Bank of America Merrill Lynch Experience June 2006 - June 2009
Job Manager at Nordstrom
Industry Retail
Experience
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

Peter West Peter West Greater Chicago Area Details
Peter West's Bank of America Merrill Lynch Experience May 2010 - August 2010
Job Finance
Industry Capital Markets
Experience
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

Amer Shafiq Amer Shafiq Greater New York City Area Details
Amer Shafiq's Bank of America Merrill Lynch Experience September 2012 - 2014
Job Sr. IT Consultant
Industry Information Technology and Services
Experience
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

Sunil Matabeek Sunil Matabeek Greater New York City Area Details
Sunil Matabeek's Bank of America Merrill Lynch Experience July 2007 - Present
Job VP; Senior Audit Supervisor at Bank of America
Industry Banking
Experience
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

Ryan Troutman Ryan Troutman Wilmington, Delaware Details
Ryan Troutman's Bank of America Merrill Lynch Experience February 2011 - July 2012
Job Manager, Brand Management at AAA MidAtlantic
Industry Marketing and Advertising
Experience
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

Benjamin Leonard Benjamin Leonard Denver, Colorado Details
Benjamin Leonard's Bank of America Merrill Lynch Experience May 2008 - February 2011
Job Vice President / Portfolio Manager US Bank Energy Industries
Industry Banking
Experience
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

Richard Coughlin Richard Coughlin Charlotte, North Carolina Area Details
Richard Coughlin's Bank of America Merrill Lynch Experience March 2015 - Present
Job
Industry Staffing and Recruiting
Experience
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

Alex Northington Alex Northington Greater Atlanta Area Details
Alex Northington's Bank of America Merrill Lynch Experience May 2014 - Present
Job Portfolio Manager III Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jeff Truant Jeff Truant Greater Detroit Area Details
Jeff Truant's Bank of America Merrill Lynch Experience April 2011 - Present
Job
Industry Banking
Experience
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

Jessica Bratnick Foy Jessica Bratnick Foy Greater New York City Area Details
Jessica Bratnick Foy's Bank of America Merrill Lynch Experience June 2010 - Present
Job Prime Brokerage Onboarding at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jeffrey M. Birnbaum Jeffrey M. Birnbaum Greater New York City Area Details
Jeffrey M. Birnbaum's Bank of America Merrill Lynch Experience June 2010 - March 2012
Job CEO and Founder at 60East Technologies
Industry Computer Software
Experience
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

Laurence Pitteway Laurence Pitteway Greater New York City Area Details
Laurence Pitteway's Bank of America Merrill Lynch Experience April 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Joseph Paolantonio Joseph Paolantonio Providence, Rhode Island Area Details
Joseph Paolantonio's Bank of America Merrill Lynch Experience February 2011 - Present
Job Director Merrill Edge Online & Business Support
Industry Financial Services
Experience
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.)

Molly O'Brien Molly O'Brien Baltimore, Maryland Details
Molly O'Brien's Bank of America Merrill Lynch Experience June 2011 - September 2012
Job Manager Event Marketing
Industry Insurance
Experience
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

Angela Meadows Angela Meadows Greater Los Angeles Area Details
Angela Meadows's Bank of America Merrill Lynch Experience November 2007 - Present
Job VP Commercial Banker, Bank of America
Industry Banking
Experience
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

Karin Tomlinson Karin Tomlinson Greater Denver Area Details
Karin Tomlinson's Bank of America Merrill Lynch Experience May 2000 - Present
Job Senior Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
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

Shannon Doyle Shannon Doyle Jacksonville, Florida Area Details
Shannon Doyle's Bank of America Merrill Lynch Experience July 2007 - July 2014
Job Interface Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Al Bacchi Al Bacchi Miami/Fort Lauderdale Area Details
Al Bacchi's Bank of America Merrill Lynch Experience May 2011 - June 2012
Job Senior Vice President at Regions Bank
Industry Banking
Experience
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

Kyle Whitener Kyle Whitener Charlotte, North Carolina Area Details
Kyle Whitener's Bank of America Merrill Lynch Experience February 2006 - Present
Job Vice PresidentGlobal Capital Markets
Industry Capital Markets
Experience
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

Dustin Bertram Dustin Bertram Greater New York City Area Details
Dustin Bertram's Bank of America Merrill Lynch Experience June 2011 - April 2014
Job Investment Banking Consumer & Retail at Morgan Stanley
Industry Banking
Experience
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

Shelly Stambush Shelly Stambush Columbus, Ohio Area Details
Shelly Stambush's Bank of America Merrill Lynch Experience April 2010 - Present
Job Change Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Anup Heda, CFA Anup Heda, CFA Greater New York City Area Details
Anup Heda, CFA's Bank of America Merrill Lynch Experience October 2009 - September 2013
Job Vice President, Arbor Commercial Mortgage
Industry Financial Services
Experience
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

Weihua Cheng Weihua Cheng Greater Los Angeles Area Details
Weihua Cheng's Bank of America Merrill Lynch Experience July 2013 - Present
Job VP Senior Credit Products Officer at Bank of America Merrill Lynch
Industry Banking
Experience
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

David Goulding David Goulding Greater New York City Area Details
David Goulding's Bank of America Merrill Lynch Experience August 2010 - Present
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2010 - Present

Education
University of Cambridge   1993 — 2000

Kevin Menne, MBA Kevin Menne, MBA Cincinnati Area Details
Kevin Menne, MBA's Bank of America Merrill Lynch Experience July 2015 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
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

Andrew Hensler, PMP Andrew Hensler, PMP Charlotte, North Carolina Area Details
Andrew Hensler, PMP's Bank of America Merrill Lynch Experience March 2011 - June 2011
Job Senior Application Analyst at TIAACREF
Industry Financial Services
Experience
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

Angela Heyob Angela Heyob Greater New York City Area Details
Angela Heyob's Bank of America Merrill Lynch Experience March 2011 - August 2012
Job Vice President at Bank of America
Industry Computer Software
Experience
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

Darnell Michel, CPA Darnell Michel, CPA Greater New York City Area Details
Darnell Michel, CPA's Bank of America Merrill Lynch Experience August 2015 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Alexander Kopko Alexander Kopko Houston, Texas Details
Alexander Kopko's Bank of America Merrill Lynch Experience January 2011 - October 2011
Job Director, Fuel Oil Analyst at Castleton Commodities International
Industry Oil & Energy
Experience
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

Jeremy G. Simmons Jeremy G. Simmons Greater Denver Area Details
Jeremy G. Simmons's Bank of America Merrill Lynch Experience March 2013 - Present
Job Vice President, Banking and Financial Services
Industry Banking
Experience
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

Christopher Dubey Christopher Dubey Greater Atlanta Area Details
Christopher Dubey's Bank of America Merrill Lynch Experience June 2011 - Present
Job SVP MBB Commercial Service and Fulfillment at Bank of America Merrill Lynch
Industry Banking
Experience
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

Kelly O'Dea Kelly O'Dea Greater New York City Area Details
Kelly O'Dea's Bank of America Merrill Lynch Experience April 2011 - Present
Job Managing Director Bank of America/Merrill Lynch, Supervision and Control
Industry Financial Services
Experience
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

Anna W. Thomas Anna W. Thomas Pennington, New Jersey Details
Anna W. Thomas's Bank of America Merrill Lynch Experience 2010 - Present
Job AVP at Bank of America Merrill Lynch
Industry Banking
Experience
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

Timothy Olsen Timothy Olsen New York, New York Details
Timothy Olsen's Bank of America Merrill Lynch Experience August 2002 - Present
Job Director at Bank of America
Industry Investment Banking
Experience
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

Greg Weachock Greg Weachock Greater New York City Area Details
Greg Weachock's Bank of America Merrill Lynch Experience June 2010 - July 2011
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
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

Andrew Abbott Andrew Abbott Greater New York City Area Details
Andrew Abbott's Bank of America Merrill Lynch Experience August 2011 - July 2012
Job Senior Director, Global Video Sales at Millennial Media
Industry Online Media
Experience
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

Ron Nussbaum Ron Nussbaum Greater Los Angeles Area Details
Ron Nussbaum's Bank of America Merrill Lynch Experience 2010 - 2011
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
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

Craig Jantz Craig Jantz New York, New York Details
Craig Jantz's Bank of America Merrill Lynch Experience 1974 - 1994
Job Financial Adviser Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Chris Tuffin Chris Tuffin New York, New York Details
Chris Tuffin's Bank of America Merrill Lynch Experience July 2013 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Ian Piper Ian Piper Greater Denver Area Details
Ian Piper's Bank of America Merrill Lynch Experience January 2009 - July 2010
Job Corporate Planning & Finance Manager at Jagged Peak Energy
Industry Oil & Energy
Experience
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

Charles Geam Charles Geam New York, New York Details
Charles Geam's Bank of America Merrill Lynch Experience August 2013 - August 2014
Job Senior Financial Analyst Enterprise Capital Management at Bank of America
Industry Banking
Experience
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

Curt Cariddi Curt Cariddi Greater New York City Area Details
Curt Cariddi's Bank of America Merrill Lynch Experience February 1986 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 1986 - Present
Merrill Lynch  1986 - Present

Education
University of Delaware   1973 — 1977
BS, Accounting

Jason Moore Jason Moore Greater Philadelphia Area Details
Jason Moore's Bank of America Merrill Lynch Experience September 2010 - February 2011
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

David Orelowitz David Orelowitz Greater New York City Area Details
David Orelowitz's Bank of America Merrill Lynch Experience May 2011 - May 2015
Job Private Wealth Management Lead Architect for Client and Sales Technology Platforms
Industry Investment Banking
Experience
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

Daniel Baumann Daniel Baumann Greater New York City Area Details
Daniel Baumann's Bank of America Merrill Lynch Experience January 2015 - Present
Job Business Selection and Conflicts Associate Bank of America Merrill Lynch
Industry Law Practice
Experience
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

Edna Bryan Edna Bryan Charlotte, North Carolina Area Details
Edna Bryan's Bank of America Merrill Lynch Experience November 1998 - Present
Job Regional Support Manager at Bank of America
Industry Financial Services
Experience
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

Noel Bigman Noel Bigman United States Details
Noel Bigman's Bank of America Merrill Lynch Experience May 2001 - Present
Job CFO and Business Manager KKM Team at Bank of America Merrill Lynch
Industry Banking
Experience
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

Kathryn Sikes Kathryn Sikes Orlando, Florida Area Details
Kathryn Sikes's Bank of America Merrill Lynch Experience 2007 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Danny Buttafogo Danny Buttafogo Orlando, Florida Area Details
Danny Buttafogo's Bank of America Merrill Lynch Experience May 2011 - Present
Job Trading Services Specialist at Bank of America/Merrill Lynch
Industry Banking
Experience
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

Mayank Malkan Mayank Malkan Greater New York City Area Details
Mayank Malkan's Bank of America Merrill Lynch Experience August 2008 - July 2010
Job Business Systems Analyst at JPMorgan Chase
Industry Information Technology and Services
Experience
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

Erin Ward Erin Ward Greater New York City Area Details
Erin Ward's Bank of America Merrill Lynch Experience May 2015 - Present
Job at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Chris Hansen Chris Hansen New York, New York Details
Chris Hansen's Bank of America Merrill Lynch Experience 2009 - Present
Job Angelo, Gordon & Co
Industry Financial Services
Experience
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

Charlie Owens Charlie Owens Charlotte, North Carolina Details
Charlie Owens's Bank of America Merrill Lynch Experience September 2001 - June 2012
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  June 2012 - Present
Bank of America Merrill Lynch   September 2001 - June 2012

Education
University of Central Florida

BRYAN CLAPACS BRYAN CLAPACS Hinsdale, Illinois Details
BRYAN CLAPACS's Bank of America Merrill Lynch Experience 2004 - 2015
Job Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Shana Chin Shana Chin San Francisco Bay Area Details
Shana Chin's Bank of America Merrill Lynch Experience September 2015 - Present
Job Administrative Assistant III at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Michael Vellucci Michael Vellucci Hoboken, New Jersey Details
Michael Vellucci's Bank of America Merrill Lynch Experience July 2014 - September 2015
Job KYC/AML Analyst at Mizuho Bank
Industry Banking
Experience
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

(Sue) Lee Truong (Sue) Lee Truong San Francisco Bay Area Details
(Sue) Lee Truong's Bank of America Merrill Lynch Experience March 2014 - Present
Job Credit Products AnalystGlobal Commercial Banking at Bank of America Merrill Lynch
Industry Banking
Experience
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

Huw Rose Huw Rose Greater New York City Area Details
Huw Rose's Bank of America Merrill Lynch Experience October 2000 - Present
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2000 - Present

Education
University of Connecticut   1992 — 1997
Bachelor's degree, Marketing

Phong La Phong La Orlando, Florida Details
Phong La's Bank of America Merrill Lynch Experience September 2011 - November 2013
Job Operations Analyst at HD Supply
Industry Logistics and Supply Chain
Experience
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