Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Merrill Lynch Salaries. You can even request information on how much does Bank of America Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Bank of America Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch September 2012 - Present
GE Capital May 1992 - June 2012
PepsiCo, Inc. 1979 - 1992
Skills
Treasury Management, Cash Management, Treasury, Liquidity Management, Liquidity, Payments, Acquisition Integration, Capital Markets, Banking, Derivatives, SWIFT payments, Risk Management, Mergers & Acquisitions, Cash Flow Forecasting, Finance, FX Options, Treasury Services, Corporate Finance, Financial Services, Trade Finance, Financial Modeling, Fixed Income, Financial Risk, Due Diligence
Education
Fordham Gabelli School of Business
MBA, Finance
Binghamton University - School of Management
BS, Accounting
Texas Capital Bank March 2014 - Present
Bank of America Merrill Lynch June 2013 - February 2014
Bank of America Merrill Lynch January 2010 - June 2013
Bank of America May 2008 - December 2009
Bank of America February 2006 - May 2008
Bank of America November 2004 - February 2006
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Credit Analysis, Loans, Banking, Credit Risk, Credit, Financial Analysis, Financial Modeling, Finance, Financial Risk, Treasury Management, Underwriting, Portfolio Management
Education
Southwest Texas State University 2002 — 2004
Bachelor of Business Administration, Finance
Blinn College 1999 — 2002
Bank of America Merrill Lynch February 1994 - Present
Skills
Corporate Communications, Strategic Communications, Public Relations, Media Relations, Special Events..., Crisis Management, Speech Writing, Integrated Marketing, Internal Communications, Interviews, Communications Planning, Crisis Communications, Press Releases
Education
Emerson College 1996 — 1997
Graduate Certificate, Public Relations
Boston College 1989 — 1993
Bachelor of Arts (BA), French Language and Literature
RBC April 2015 - July 2015
Hewlett-Packard April 2013 - February 2015
Bank of America/ Merrill Lynch August 2012 - February 2015
New York Life Insurance Company August 2011 - January 2012
The Blackstone Group June 2011 - August 2011
NYC Board of Education February 2011 - June 2011
HG Quick Fix & Data Repair April 2009 - December 2009
Swavelle Millcreek Inc. February 2004 - February 2009
Skills
Computer Repair, Network Support, AS400 Administration, System Administration, PC building, Troubleshooting, Active Directory, Microsoft Exchange, Ghost Imaging, PaintShop Pro, BMC Remedy, IT Operations, Data Entry, Asset Managment, Customer Service, Data Recovery, Print Shop, Help Desk Support, Firewalls, IP VPN, Hardware Support, Software Deployment, System Deployment, IBM iSeries, Technical Support, Network Administration, Windows XP Pro, Norton Ghost, Remote Access, Antivirus, Windows 2000, Hardware, Workstations, Desktop Administration, Lotus Notes, Altiris, Office 2010, Service Desk, Wireless Networking, Patch Management, BART, SM tools, Windows Server, Windows 7 Migration, Tablet PC, Printers, QST, LAN-WAN, Laptops, Desktop Computers
Education
Boricua College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Boricua College 2010 — 2011
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch January 2004 - Present
UBS September 2002 - September 2003
Merrill Lynch October 1997 - September 2002
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Capital Markets, Investments, Portfolio Management, Equity Research, Valuation, Series 63, Financial Modeling, Fixed Income, Investment Banking, Asset Management, Securities, Alternative Investments, Derivatives, Trading, Equity Trading, Financial Analysis
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Economics
Germantown Academy
Gateway One Lending & Finance August 2014 - Present
Causeology October 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2014
Bank of America August 2011 - May 2013
Bank of America June 2007 - September 2011
CENTURY 21® June 2004 - June 2006
City of Newport Beach June 2001 - September 2005
Skills
Financial Analysis, Credit, Banking, Strategic Planning, Cash Management, Budgets, New Business Development, Business Process..., Negotiation, Leadership, Forecasting, Strategy, Analysis, Marketing, Finance, Customer Service, Relationship Management, Business Strategy, Investments, Online Marketing, Management
Education
Biola University 2008 — 2011
MBA, Masters in Business Administration
California State University-Fullerton 2005 — 2007
Bachelor's of Arts in Business Administration, Business Finance
Fullerton College 2002 — 2005
AA, Business Administration and Management, General
Clough Capital Partners August 2014 - Present
Bank of America Merrill Lynch July 2000 - May 2014
Skills
Asset Allocation, Equities, Fixed Income, Hedge Funds, Series 63
Education
Boston College 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Trinity College-Hartford 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Economics
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch September 1971 - September 2011
Foreign Policy Institute September 1968 - December 1969
Skills
Language Skills, Strong background in..., Spanish, Portuguese and Russian., Also Classical Latin.
Education
The Juilliard School 2013 — 2015
Evening Division, Opera studies - focusing on 19th century and early 20th century Italian, German and French works.
The University of Chicago - Booth School of Business 1971 — 1974
M.B.A. studies (XP 35), Finance
Johns Hopkins SAIS 1968 — 1971
Ph.D., International Economics
Georgetown University 1969 — 1969
German
Johns Hopkins-SAIS, C. Grove Haines Bologna Center 1967 — 1968
Certificate, International Economics/European Studies
Johns Hopkins SAIS 1966 — 1968
M.A., International Economics
Boston College 1962 — 1966
A.B. magna cum laude, Modern European History
Loyola Chicago John Felice Rome Center 1964 — 1965
Modern European History
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2014
Bank of America June 2012 - June 2013
Bank of America June 2011 - August 2011
LendingTree May 2010 - August 2010
Skills
Risk Management, Financial Analysis, Market Risk, Finance, Financial Risk, Management, Financial Modeling, Portfolio Management, Banking, Leadership, Customer Service, Marketing, Microsoft Office, Microsoft Word, Financial Services, Capital Markets, Microsoft Excel, Analysis, Product Development, Data Analysis, PowerPoint, Credit Risk, Financial Accounting, Basel III, Regulatory Capital, Trading, Investment Banking, Financial Institutions, CCAR, Stress Testing, Economics, Corporate Finance, RWA, Regulatory Reporting
Education
North Carolina State University 2008 — 2012
Business Administration, Finance
Boğaziçi University 2011 — 2012
Business Management, International Finance
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2008 - February 2015
Skills
Credit Risk, Financial Modeling, Banking, Credit Analysis, Capital Markets, Commercial Lending, Credit, Financial Analysis, Loans, Valuation
Education
Boston College 2004 — 2008
Bachelor of Science (BS); Bachelor of Arts (BA), Finance; Philosophy
Bank of America Merrill Lynch June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Mac OS X
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Finance, Senior
Delbarton School 2006 — 2010
Bank of America Merrill Lynch July 2015 - Present
Appleton Street Advisors April 2006 - July 2015
MassMutual June 2004 - 2005
Professions, Inc. 2002 - 2004
morgan stanley October 1998 - October 2001
morgan stanley 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody 1990 - 1994
donaldson, lufkin & Jenrette 1985 - 1987
Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds
Education
Boston College 1970 — 1974
Bachelor of Arts (B.A.), History
Canisius College 1970 — 1972
ba, history
Leonard Green & Partners August 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Bank of America Merrill Lynch June 2009 - August 2009
Hudson Ferry Capital June 2008 - August 2008
Education
Binghamton University - School of Management 2006 — 2010
BS in Management; Concentration in Finance
Bank of America, US Trust July 2012 - Present
Bank of America, Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Delaware National Bank of Delhi June 2008 - August 2009
Skills
Financial Accounting, Private Banking, Wealth Management..., Financial Structuring, Financial Projection, Presentation Design, Presentation Production, Economic Forecasting, Economic Planning, Project Management, Microsoft Applications, Essbase, Banking, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (MBA), Corporate Finance
University of Delaware 2007 — 2011
Bachelor of Science (BS), Economics and Finanace
Bond University 2009 — 2010
Study Abroad, Business Administration and Management, General
J.P. Morgan October 2014 - Present
Bank of America Merrill Lynch June 2012 - October 2014
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch February 2008 - July 2010
Merrill Lynch August 2006 - February 2008
Skills
Municipal Bonds, Derivatives, Interest Rate Swaps, Trading, Underwriting, Capital Markets, Fixed Income, Series 7, Series 63, Hedging, Bond Pricing, Microsoft Excel, Alternative Investments
Education
Boston College 2002 — 2006
Accounting and Finance
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Bank of America Merrill Lynch August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan June 2012 - October 2013
Boston College October 2009 - May 2012
CB Richard Ellis May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Tall Pines Day Camp May 2005 - August 2009
Education
Boston College 2008 — 2012
Bachelors of Science, Finance & Bachelors of Arts, History
Salesianum School 2004 — 2008
High School Diploma
IFM Investors March 2012 - Present
Bank of America Merrill Lynch July 2010 - March 2012
Skills
Valuation, Asset Management, Infrastructure, Due Diligence, LNG, Energy, Liquefaction, M&A execution
Education
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics
The Hotchkiss School 2002 — 2006
Bank of America Merrill Lynch June 2015 - August 2015
EverBank July 2014 - August 2014
Dell SecureWorks June 2013 - August 2013
Jim Ellis Automotive Dealerships May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Teamwork, Management, Event Planning, Salesforce.com, Sales, Public Speaking, Social Networking, Social Media, Research
Education
Boston College 2013 — 2017
Accounting and Finance
Marist School 2007 — 2013
High School
PNC April 2013 - November 2013
Bank of America Merrill Lynch June 2000 - April 2012
Bank of America 1996 - 2000
NationsBank 1990 - 1995
Skills
Portfolio Management, Investments, Series 7, Investment Management, Fixed Income, Asset Management, Mergers & Acquisitions, Capital Markets, Trading, Finance, Equities, Bloomberg, Credit, Strategy, Financial Services
Education
Boston College
Communications
University of Richmond
MBA, Finance
Bank of America Merrill Lynch January 2013 - Present
Blouin Dunn, LLP May 2012 - January 2013
Smockum Zarnett Percival LLP August 2010 - April 2012
Smockum Zarnett Percival LLP July 2009 - June 2010
Merrill Lynch February 2008 - June 2009
Fidelity Investments December 2003 - December 2005
Skills
Trials, Intellectual Property, Mergers & Acquisitions, Civil Litigation, Litigation, Corporate Governance, Corporate Law, Legal Advice, Legal Writing, Arbitration, Legal Research, Insurance Law, Personal Injury, Securities Regulation, Legal Assistance, Privacy Law, Bankruptcy, Employment Law, Due Diligence, Dispute Resolution, Estate Planning, Courts, Mediation, Securities, Criminal Law, Commercial Litigation
Education
Bond University 2006 — 2008
Doctor of Law (JD), Law
Northwestern University 2007 — 2007
Doctor of Law (JD), International Exchange Student
The University of Western Ontario 1998 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch February 2011 - August 2012
Bank of America Merrill Lynch February 2010 - February 2011
Merrill Lynch April 2007 - June 2010
Skills
Bloomberg, Derivatives, Credit, FX, CDS, Bonds, Fixed Income, Credit Derivatives, IRS, FX Options, Swaptions, Settlement, Risk Management, Structured Products, Emerging Markets, Series 7
Education
Boston College 2003 — 2006
Bachelor of Science, Finance & Marketing
Bank of America Merrill Lynch Investment Banking Summer AnalystBank of America Merrill LynchJune 2014 - August 2014
BTG Pactual May 2013 - August 2013
Dominus Engenharia May 2012 - August 2012
Skills
English, Microsoft Excel, PowerPoint, SPSS, Portuguese, Spanish
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science in Management, Finance and Economics, 3.8
Escola Americana do Rio de Janeiro 2007 — 2011
International Baccalaureate (IB) Diploma, 3.8
Bank of America Merrill Lynch June 2015 - August 2015
AllianceBernstein September 2013 - June 2014
FC Harlem March 2013 - June 2014
USTA 2012 - June 2014
AllianceBernstein March 2011 - June 2014
Invest Africa March 2012 - June 2013
Dewey & LeBoeuf LLP June 2010 - March 2011
Morgan Stanley Smith Barney June 2009 - August 2009
AllAfrica Global Media 2005 - 2005
Skills
Investments, Portfolio Management, PowerPoint, Asset Management, Customer Relations, Series 7, French, Marketing Strategy, Asset Managment, Securities, Alternative Investments, Finance, Analysis, Series 63, CRM, Financial Analysis, Equities, Strategy, Customer Service
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
B.A., History
Bond University
National Cathedral School
High School Diploma
Kroll Bond Rating Agency, Inc. August 2015 - Present
Vanguard June 2013 - August 2015
Crowell School of Business Investment Society Biola University February 2011 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Torel Custom Homes June 2011 - August 2011
Skills
Market Research, Investments, Marketing Strategy, Marketing Research, Real Estate, Budgets, Finance, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Training, Leadership, Financial Modeling, Financial Analysis, Equities, Equity Research, Research
Education
Biola University 2009 — 2013
B.S., Business Administration, 3.8 GPA
Roehampton University 2011 — 2011
Study Abroad, Business and History, 3.8 GPA
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
BMO Capital Markets March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch July 2011 - December 2014
Bank of America Merrill Lynch May 2010 - August 2010
AvalonBay Communities Inc. June 2007 - June 2009
Sogeti USA LLC August 2005 - May 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Boston College 2001 — 2005
BS
Georgetown Preparatory School 1997 — 2001
Bank of America Merrill Lynch April 2010 - Present
mediumbold 2009 - 2009
Fidelity Investments 2000 - 2008
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1993 - 1995
Brown Brothers Harriman 1990 - 1993
Skills
Cross-functional Team..., Project Management, Agile Methodologies
Education
Binghamton University - School of Management 1985 — 1989
B.S., Accounting
Bloomingdale's August 2014 - Present
Nordstrom June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
BS Management, Concentration in Finance, BA English
Salem High School 2006 — 2010
Diploma
SunTrust Robinson Humphrey May 2014 - Present
Bank of America Merrill Lynch August 1992 - March 2014
ML 2004 - 2005
Bank of New England August 1988 - August 1992
Education
Boston College - Carroll School of Management 1992 — 1997
Master of Business Administration (MBA), Finance & Mgmt
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting and Finance
Bank of America July 2015 - Present
Bank of America Merrill Lynch May 2014 - July 2015
Wells Fargo June 2012 - December 2013
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor's Degree, Economics
Square 1 Bank August 2015 - Present
Square 1 Bank May 2014 - August 2015
NXT Capital Venture Finance July 2013 - January 2014
BMO Capital Markets November 2011 - June 2013
Bank of America Merrill Lynch June 2010 - November 2011
Skills
Venture Capital, Private Equity, Investment Banking, Hedge Funds, Investment Management, Credit, Financial Modeling, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Marketing
Quincy High School 2003 — 2006
Maxim Integrated February 2015 - Present
Maxim Integrated July 2014 - January 2015
Aeronavics Ltd November 2013 - February 2014
Sears Holdings Corporation June 2013 - August 2013
U.S. Trust, Bank of America Private Wealth Management February 2010 - June 2012
Bank of America October 2009 - February 2010
Bank of America Merrill Lynch October 2008 - February 2010
Bank of America June 2006 - September 2008
Skills
Finance, Banking, Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Financial Analysis, Corporate Finance, Strategy, Mergers, Strategic Planning, Project Management, Valuation, Data Analysis, Leadership, Credit, Investment Management, Investments, Portfolio Management, Equities, Financial Accounting, Analytics, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
Boston College 2002 — 2006
Bachelor's Degree, Finance & Philosophy, summa cum laude, GPA: 3.86/4.00
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Athletics Management & Services AG June 2013 - August 2013
Jersey Mike's Subs April 2011 - January 2013
UBS Wealth Management June 2012 - August 2012
Boston College October 2011 - May 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Bachelor of Science (B.S.), Business Administration
Boston College - Carroll School of Management 2011 — 2012
JPMorgan Chase & Co. December 2014 - Present
Bank of America Merrill Lynch June 2006 - November 2013
JPMorgan Chase September 1995 - May 2006
Skills
Mortgage Lending, Loans, Banking, Investments, Insurance, Outlook, Microsoft Excel, Financial Services, Credit, Finance, Series 7, Wealth Management, Series 63, Sales Management, Sales, New Business Development, Relationship Management, Customer Service
Education
Bloomfield College
William Paterson University of New Jersey
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
IBM October 2009 - July 2012
Sidley Austin LLP July 2008 - October 2009
Skills
Financial Analysis, Financial Modeling, Due Diligence, Management Consulting, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Wells Fargo February 2013 - Present
Bank of America Merrill Lynch August 2011 - February 2013
Wells Fargo Bank March 2010 - September 2011
Wachovia, A Wells Fargo Company October 2007 - February 2010
Wachovia Bank 2005 - 2006
Skills
Financial Services, Sales, Banking, Treasury Services, Sales Operations, Commercial Banking, Payments, Portfolio Management, Treasury Management, Cash Management, Management, Credit, Relationship Management, Solution Selling, Loans, Vendor Management, Marketing
Education
Saint Bonaventure University 2000 — 2004
Bachelors, Marketing
Bond University 2002 — 2002
Marketing
Halstead Property, LLC April 2014 - Present
Royalton Rose Ventures April 2012 - Present
South Bronx Overall Economic Development Corporation (SoBRO) July 2011 - April 2014
Lantern Community Services January 2011 - July 2011
BANK OF AMERICA MERRILL LYNCH 2008 - 2010
Derivatives Consulting Group, LLC/Sapient Consulting August 2007 - November 2008
Sullivan & Cromwell LLP 2004 - 2007
Angelus Novus Entertainment, LLC 2001 - 2004
Radio Free Cash Corp. 2000 - 2001
Rudolph & Beer 1996 - 1998
Skills
Real Estate, Real Estate Development, Cooperative, Condos, First Time Home Buyers, Sellers, Negotiation, Investment Properties, Document Drafting, Contract Negotiation, Financial Modeling, International Real..., Contract Law, Finance, Foreign Investment, Strategic Planning, Property Management, Zoning, Equity Derivatives, Residential Investment..., Derivatives, Capital Markets, Investments, Corporate Law, Litigation, Litigation Support, Mergers & Acquisitions, Business Development, Management, Start-ups, Intellectual Property, Risk Management, Entrepreneurship, Securities, Legal Writing, Mergers, Training, Nonprofits, Legal Documents, Music Industry, Music Publishing, Start-up Ventures, Early Stage Investment
Education
Boston College Law School
Juris Doctor (J.D.), Law
Georgetown University - The McDonough School of Business
BSBA, International Management
University of Warwick - Warwick Business School
Non, Management Science
Bank of America September 2013 - Present
Bank of America Merrill Lynch June 2011 - September 2013
The Mint Museum December 2007 - May 2011
Office of Masschusetts State Senator Pam Resor May 2004 - May 2006
Skills
Nonprofits, Fundraising, Public Relations, Social Media, Management, Budgets, Recruiting, Community Outreach, Leadership, Event Management, Event Planning, Strategic Planning, Marketing, Museums, Program Management, Public Speaking, Business Development, Training, Volunteer Management, Strategic Communications, Sponsorship, Analysis, Program Development, Policy, Marketing Communications
Education
Boston College 2002 — 2004
MSW, Policy Planning Adminstration
University of Kentucky 1995 — 2000
BSW, Social Work
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
KARBONE May 2014 - Present
Bank of America Merrill Lynch 2013 - May 2014
Citi 2010 - 2011
Deutsche Bank November 2005 - August 2010
Southern Company June 1997 - August 2002
Skills
Equities, Power Generation, Mergers & Acquisitions, Investment Banking, Renewable Energy, Capital Markets, Project Finance, Valuation, Financial Modeling, Derivatives, Fixed Income, Private Equity, Corporate Finance, Structured Finance, Due Diligence, Commodity Markets, Banking, Business Valuation, Credit, Credit Risk, Commodity, Financial Markets, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA, Finance, General
University of South Alabama 1995 — 1999
BS, Electrical Engineering
Boğaziçi Üniversitesi 1993 — 1995
AS, Electronics
Morgan Stanley Smith Barney March 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Morgan Stanley Smith Barney June 2006 - April 2011
Skills
Series 7 – General..., Series 65 – Investment..., Series 63 – Uniform..., Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Uniform Combined State..., Wealth Management, Fixed Income, Investments, Equities, Bonds, Retirement Planning, Series 24, Separately Managed..., 401k Rollovers, FINRA, Financial Modeling, ETFs, Investment Strategies, Financial Advisory, Asset Management, Series 7
Education
Boston College - Carroll School of Management 2010 — 2012
MBA, Asset Management
Stonehill College 2002 — 2006
BA, Finance
Piazza Technologies Inc. September 2015 - Present
Boston College June 2013 - Present
ClearSlide August 2014 - September 2015
ClearSlide August 2013 - July 2014
ClearSlide, Inc. June 2013 - August 2013
Lever10 February 2013 - May 2013
WePay June 2012 - August 2012
Nominum June 2010 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Engage.com June 2008 - August 2008
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel and..., Salesforce.com, Salesforce Administrator, Marketo, Demand Generation, Lead Generation, Marketing Automation, Sales, Marketing, Finance, Social Media, PowerPoint, Market Research, Start-ups, Strategy, Business Development, Strategic Partnerships, Analysis, Competitive Analysis, Facebook, Cold Calling, Data Analysis, Online Marketing, Marketing Strategy, Email Marketing, Leadership, Entrepreneurship, Investments, Financial Analysis, Social Networking, Microsoft Excel, Product Marketing, Social Media Marketing, Product Development, SaaS, Management, Microsoft Office, CRM, Public Speaking, Research, Customer Service
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science in Management, Finance and Marketing, Graduated
Sacred Heart Preparatory
E*TRADE Financial October 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Allied North America 2004 - 2006
Skills
Trading, Equities, Investment Banking, Capital Markets, E-commerce, Series 7, Process Improvement, Insurance, Product Management, Digital Strategy, Operations Management, Business Metrics, Alpha Capture, Technology Change..., Investments
Education
Boston College 2000 — 2004
BS, Business Administration
Bank of America Merrill Lynch October 2010 - Present
Best Choice Auto Parts May 1998 - March 2010
Skills
Financial Services, Investments, Business Development, Strategic Financial..., Portfolio Management, Leadership, Risk Management, CRM, Strategy, Banking, Cross-functional Team..., Analysis, Finance, Wealth Management, Financial Planning
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Boston College 1994 — 1998
BS, Finance, Economics
Bank of America Merrill Lynch March 2014 - Present
Wells Fargo January 2013 - January 2014
Barrington Research Associates September 2011 - November 2011
L2 Data September 2008 - July 2010
Marcus & Millichap August 2009 - January 2010
Jivaro Inc May 2008 - August 2008
Go-AID September 2006 - April 2008
Skills
Financial Analysis, Investments, Financial Modeling, Microsoft Excel, Valuation, Analysis, Asset Managment, Microsoft Office, PowerPoint, Data Analysis, Sales, Strategic Planning, Finance, Business Strategy, Negotiation, Microsoft Word, Research, Brokerage, Portfolio Management, Customer Service, Real Estate Economics, Outlook, Contract Negotiation, Capital Markets, Financial Statement..., Leadership, Asset Management, Market Analysis, Economics, CRM, Market Research, Marketing, Banking, Risk Management, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration, Applied Economics, Finance
Boise State University 2008 — 2009
Bachelor of Arts, Economics
The College of Idaho 2002 — 2007
Bachelor of Arts, Psychology. Leadership, History
Iron Mountain K-12 1989 — 2002
College prep
IPC Healthcare Inc. January 2014 - Present
KPMG August 2011 - January 2014
Bank of America Merrill Lynch July 2008 - October 2010
RBC Capital Markets July 2005 - August 2006
KPMG LLP May 2003 - June 2005
KPMG LLP September 1997 - May 2003
Skills
Financial Modeling, Mergers, Capital Allocation, Auditing, Cash Flow, Valuation, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, M&A experience, Capital Markets, Strategy, Mergers & Acquisitions, Competitive Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Boston College
B.S.
Bank of America Merrill Lynch June 2015 - August 2015
Boston College September 2014 - May 2015
Consult Your Community November 2013 - May 2015
State Street June 2014 - April 2015
Preston Todd Advisors January 2014 - May 2014
Summer Fenn Day Camp June 2013 - August 2013
Diamond Diagnostics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Marketing, Problem Solving, Consulting, Microsoft Office, Market Research, Social Media, PowerPoint, Critical Thinking
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance, GPA: 3.967
Groton-Dunstable Regional High School 2008 — 2012
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Costco Wholesale May 2012 - Present
BVFR & Associates, LLC May 2014 - August 2014
Giant Food November 2009 - November 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Morningstar, Capital IQ, Salesforce.com, Finance, Teamwork, Consumer Behavior, Customer Service, Social Media, Social Networking, Business Development, Investment Banking, Data Entry, Time Management, Financial Analysis
Education
Bloomsburg University of Pennsylvania 2013 — 2015
Major: Finance and Business Economics; Minor: Marketing; Concentration: Financial Planning, GPA: 3.76
Central Dauphin High School 2008 — 2012
Bank of America June 2008 - Present
Bank of America Merrill Lynch November 2014 - July 2015
Skills
Commercial Banking, International Expansion, Global Trade Management, Corporate Finance, Debt & Equity Financing, Recapitalizations, International Banking..., Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA, Corporate Finance
College of the Holy Cross
Bachelor of Arts, Economics and Political Science
EY August 2015 - Present
Binghamton University January 2015 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Portland House Advisors June 2013 - August 2013
UBS Investment Bank January 2013 - May 2013
Bank of America Merrill Lynch September 2012 - December 2012
Lesko Financial Services June 2012 - August 2012
Downtown Binghamton Business Association June 2012 - August 2012
Binghamton University January 2012 - May 2012
Skills
Equity Research, Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Access, PowerPoint, Financial Statement..., Financial Modeling, Hedge Funds, Valuation, Corporate Finance, Bloomberg Terminal, VBA, Capital IQ, Investments, Equities, Investment Banking, DCF, Asset Management, Portfolio Management, Principia CAMS, Salesforce CRM, ML Wealth Outlook, Financial Planning, Wealth Management, LBO, Leveraged Finance, Risk Management, Equity Trading, Equity Capital Markets, Sales and Trading, CLO, CLO Structuring, CLO Ratings, Term Loan, High Yield, SAS Programming, Econometrics
Education
Binghamton University - School of Management 2011 — 2015
B.S. Honors in Management, Concentration in Financial Engineering, Magna Cum Laude
Maine-Endwell High School 2007 — 2011
Advanced Designation Diploma
Bank of America Merrill Lynch 2007 - Present
Wachovia 2005 - 2007
Mellon Bank January 2004 - March 2005
PNC Financial Services Group 1998 - 2003
Cognizant Technology Solutions 1997 - 1998
Tata Motors 1995 - 1997
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Risk Management, Portfolio Management, Equities, Credit Risk, SDLC, Financial Services, Hedge Funds, Trading Systems, Trading, Options, Market Risk, Financial Markets, Credit Derivatives, FX Options, Equity Derivatives
Education
Birla Institute of Technology and Science, Pilani
MS
National Institute of Technology Durgapur
B.E, Mechanical Engineering
Bank of America Merrill Lynch 2000 - Present
Skills
Event Management, Management, Strategic Planning, Budgets, Marketing Communications
Education
Borough of Manhattan Community College
Bank of America Merrill Lynch May 2013 - Present
Boston's Run to Remember March 2004 - Present
The Leukemia & Lymphoma Society December 2007 - Present
Bank of America Merrill Lynch August 2012 - May 2013
Bank of America Merrill Lynch July 2011 - August 2012
Morgan Stanley Smith Barney December 2009 - June 2011
State Street February 2008 - December 2009
Runner's Edge May 2003 - December 2007
Skills
Wealth Management, Asset Management, Coaching, Series 7, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Equities, Financial Analysis, Training, Portfolio Management, Leadership, Retirement, Series 31, Series 9/10, Series 66, Equity Compensation, Life & Health Insurance..., Series 63, Finance, Securities, FINRA, Uniform Combined State...
Education
College for Financial Planning 2012 — 2012
CRPC®, Chartered Retirement Planning Counselor
Boston College 2006 — 2008
M.Ed., Curriculum and Instruction
Boston College 2002 — 2006
B.A., History
Beverly Public High School 1998 — 2002
High School Diploma
Charles River Associates July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
PACU Investments May 2013 - August 2013
Sloan Asset Management June 2012 - August 2012
Skills
Research, SPSS, PowerPoint, Microsoft Excel, Teamwork, Qualitative Research, Microsoft Office, English
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2013 — 2013
Bachelor of Arts (B.A.), Economics
Montgomery high school
Citi June 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2014
Citi June 2009 - August 2009
Alstom Power May 2008 - August 2008
Skills
Due Diligence, Strategic Financial..., Valuation, Credit Analysis, Financial Reporting, Financial Analysis, Investments, Bloomberg, Economics, Securities, Accounting, Financial Modeling, VBA, Finance
Education
Boston College - Carroll School of Management 2006 — 2010
BS, Finance, Accounting
Bank of America Merrill Lynch July 2015 - Present
Wells Fargo July 2013 - July 2015
BBCN Bank August 2009 - July 2013
BBCN Bank August 2003 - July 2009
Skills
Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Management, Financial Modeling, Microsoft Excel, Underwriting, Commercial Mortgages, Commercial Real Estate..., Valuation, Finance, Credit, Banking, Loans, Investments
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Boston College
Bachelor's degree, Finance
Moody's Corporation December 2013 - Present
Citi June 2012 - July 2013
Perennial Capital Advisors LLC February 2012 - March 2012
UBS Investment Bank June 2011 - August 2011
Argopoint LLC March 2011 - May 2011
Bank of America Merrill Lynch September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Public Finance, Financial & Operational..., Financial Accounting, Banking, Budgeting, Infrastructure, Audit Review, Oil & Gas Industry, Portfolio Management, Data Modeling, Pitch Books, Market Research
Education
Boston College 2008 — 2012
B.S., Finance, Philosophy
Delbarton School 2004 — 2008
Bank of America Merrill Lynch June 2013 - Present
Citibank November 2006 - June 2013
Salomon Smith Barney April 2002 - November 2006
Prudential Securities April 1993 - April 2002
Skills
Series 7, Finance, Investments, Portfolio Management, Wealth Management, Financial Services, Equities, Mutual Funds, Banking, Fixed Income, Securities, Series 9, Series 10, NYS Notary Public
Education
Boston College 1986 — 1987
Hofstra University
MA
Partners In Health September 2013 - Present
Partners In Health August 2013 - September 2013
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wellington Management January 2008 - November 2008
Analistas Financieros Internacionales February 2006 - May 2006
Morgan Stanley Dean Witter June 2005 - August 2005
Skills
Financial Modeling, Valuation, Strategic Planning, Non-profit..., Grants, Spanish, Portfolio Management, Derivatives, Investments, Economics, Corporate Finance, Forecasting, Bloomberg, Finance, Data Analysis, Analysis, Investment Strategies, FX Options, Financial Analysis, Capital Markets, Equity Research, Investment Banking, Fixed Income, Trading, Hedging, Due Diligence, Hedge Funds, Alternative Investments, Investment Management, Market Research, Asset Allocation, Emerging Markets, Financial Statement..., Financial Markets, Client Relations, Asset Management, Contractual Agreements, Financial Reporting, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Dual Masters of Science, Finance and Accounting
Brandeis University 2003 — 2007
Bachelor of Arts, International and Global Studies, concentration Economics and Spanish, Magna Cum Laude
Newton South High School
Bank of America Merrill Lynch November 2013 - Present
Skills
Banking, Finance, Credit, Loans, Risk Management, Financial Services, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor's degree, Finance, General
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch February 2010 - June 2013
Tampa Bay Rays June 2007 - September 2009
Skills
Microsoft Office, Sales, Social Media, Series 7, Investments, Social Media Marketing, Finance, Marketing, Public Speaking
Education
Boston College 2003 — 2007
Finance, General
Broadridge Financial Solutions September 2013 - Present
Accenture July 2011 - August 2013
Pilgrim Advisors LLC January 2011 - February 2012
Bank of America Merrill Lynch April 2006 - August 2010
Technology Solutions Company 1992 - 1999
Accenture June 1976 - December 1991
Skills
Management Consulting, Business Model..., Portfolio Management, Organizational..., Financial Management..., Long-term Customer..., CRM, Performance Management, Board Governance, Business Development, High Tech, IT Management, IT Strategy, IT Outsourcing, Start-up Consulting, Start-up Ventures
Education
Rensselaer Polytechnic Institute 1975 — 1976
MBA, Business Management
Boston College 1971 — 1975
BS, Computer Science
Northwestern Mutual June 2011 - Present
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Licensed Life & Health..., Disability Insurance, Life Insurance, Financial Services
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), English
Newton Country Day School 1999 — 2007
Cable Hill Partners February 2014 - Present
Bank of America Merrill Lynch February 1995 - February 2014
Enterprise Fleet Management June 1986 - February 1995
Skills
Certified Financial..., Certified Investment..., Investments, Portfolio Management, Investment Management, Asset Management, Financial Advisory, Wealth Management, Retirement Planning
Education
Boston College 1981 — 1985
Bachelor's Degree, Economics
Birmingham Groves High School 1979 — 1981
High School
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch October 2011 - Present
MasterCard February 2010 - November 2011
MasterCard WorldWide 2005 - 2009
WageWorks March 2003 - February 2005
Brodia 1999 - 2002
Visa 1994 - 1999
VeriFone August 1987 - April 1995
Skills
Payments, Cards, Leadership, Strategy, Product Management, Credit Cards, Marketing Strategy, Debit Cards, CRM, Mobile Payments, Payment Systems, Management, Contract Negotiation, Product Development, Start-ups, Financial Services, Electronic Payments, FSA, Payment Card Processing, Product Marketing, Banking, Portfolio Management, Account Management, Business Strategy, Marketing Management, Business Development, New Business Development, E-commerce, Strategic Partnerships, Program Management, Business Planning, Internet Banking, Payment Gateways, E-payments, Vendor Management, Payment Cards, Executive Management, Transaction Processing, Loyalty Programs, Marketing, Relationship Management, Merchant Services, Acquiring, P&L Management, Analytics, Finance, Payment Industry, ACH, Market Analysis
Education
Bloomsburg University of Pennsylvania
BA
Bank of America Merrill Lynch June 2014 - Present
People's United Bank June 2013 - August 2013
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics
PIMCO 2011 - Present
Bank of America Merrill Lynch 2007 - 2010
Bear Stearns 2006 - 2007
Gabelli Asset Management 2005 - 2006
Skills
Financial Modeling, Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Series 7, Alternative Investments, Bloomberg, Capital Markets, Sales, Series 24
Education
Boston College 2001 — 2005
Hackley School 1988 — 2001
HSBC June 2012 - Present
Bank of America Merrill Lynch June 2011 - June 2012
Glen Cove Golf Course June 2009 - August 2011
Meyer, Suozzi, English & Klein October 2008 - June 2009
Education
Binghamton University - School of Management 2009 — 2013
Bachelor of Science, Accounting
Billtrust October 2014 - Present
MetLife June 2010 - October 2014
Bank of America Merrill Lynch February 1994 - June 2010
Kidder Peabody & Co, Inc. August 1986 - February 1994
Merrill Lynch September 1983 - August 1986
Skills
Management, Program Management, Project Management, Vendor Management, Business Analysis, IT Outsourcing, Infrastructure..., Release Management, Service Delivery..., Relationship Management, Software Implementation, Production Support, Oracle Financials, PMO, ITIL, SDLC, Process Improvement, Portfolio Management, Coaching, Mentoring, IT Service Management, Change Management, Business Intelligence, Disaster Recovery, Leadership, CRM, Outsourcing, Project Portfolio..., IT Strategy, Financial Services, Information Technology, IT Management, Business Process..., Risk Management, Service Delivery, Governance, Software Project..., Resource Management, Requirements Gathering, Infrastructure, Integration, Business Process, Requirements Analysis, Visio, Project Delivery, Business Continuity, Solution Architecture, Business Transformation
Education
Boston College 1979 — 1983
BA, Mathematics/Computer Science
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Bank of America Merrill Lynch March 2015 - Present
Fried Frank September 2013 - March 2015
Shearman & Sterling LLP February 2010 - August 2013
Bank of America Merrill Lynch January 2012 - August 2012
Shearman & Sterling LLP May 2008 - August 2008
Kim & Chang June 2007 - July 2007
Greater Boston Legal Services June 2006 - August 2006
Skills
Derivatives, Asset Management, Hedge Funds, Structured Products, Structured Finance, Legal Research, Corporate Law
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Boston College Law School 2005 — 2009
JD
Northwestern University 1998 — 2002
B.S., Economics and Learning & Organizational Change
CapitalSpring September 2014 - Present
GoldenTree Asset Management August 2012 - August 2014
Cambrian Consulting 2011 - 2012
Bank of America Merrill Lynch August 2009 - July 2011
Bank of America Merrill Lynch 2005 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 2002 - 2003
Arthur Andersen 2000 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Boston College 1996 — 2000
B.S., Finance and accounting
BHS
Barclays September 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2014
Citi June 2012 - August 2012
Skills
fluent in french, Microsoft Access, Microsoft Excel, Stata
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Economics, Finance, French
St. Charles East High School 2005 — 2009
First Data Corporation October 2013 - Present
CIT Group, Inc. November 2012 - September 2013
Bank of America Merrill Lynch February 2011 - November 2012
Rutgers University June 2007 - December 2011
Droid Ventures September 2009 - February 2011
CABM and Rutgers, the State University of New Jersey January 2007 - April 2010
Dane Media January 2008 - September 2009
Merrill Lynch 2003 - 2008
The Wistar Institute 2003 - 2005
Micro-Teck Consulting, Inc. 1990 - 2003
Skills
Android development, iOS (iPad/iPhone)..., Objective-C, Java, Java software..., C#, .NET, C++, C, WCF, ASP.NET, ASP.NET MVC, ASP.NET AJAX, Mobile Applications, Application Development, Application Design, Application Architecture, Software Development, Neural Networks, Artificial Intelligence, Genetic Algorithms, Evolutionary Computation, Molecular Modeling, Molecular Dynamics, Entrepreneurship, Speech Recognition, Security, Game Theory, Complex Systems, Web Services, MySQL, JSON, HTML5, Distributed Systems, Distributed..., iOS, Location Based Services, Fleet Management, Vehicle Tracking, SQL Server, Pattern Recognition, Data Mining, Enterprise Software, Mobile Devices, Mobile Solutions, Enterprise Architecture, Big Data, Amazon Web Services..., Agile Methodolgy, REST
Education
University of Pennsylvania 2002 — 2005
MS, Biotechnology
Rutgers University-New Brunswick 2007 — 2011
PhD, Computational Biology and Molecular Biophysics
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Boston College 1985 — 1989
BS, Chemistry
Bank of America Merrill Lynch October 2004 - Present
Merrill Lynch December 2002 - October 2004
Merrill Lynch October 2001 - December 2002
Pershing LLC 1995 - 2001
Education
Binghamton University - School of Management 1990 — 1994
BS, Business Management
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
Bank of America 2013 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2002 - 2007
Skills
Trading, Portfolio Management, Credit Derivatives, Fixed Income, Structured Finance, Derivatives, Capital Markets, Bloomberg, Financial Modeling, Quantitative Finance, Options, Bonds
Education
Boğaziçi Üniversitesi / Bogazici University 1995 — 2000
BA
Illinois Institute of Technology 2000 — 2001
MS in Finance
Illinois Institute of Technology
PhD
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
Bank of America Merrill Lynch April 2014 - Present
Bank of America May 2004 - Present
Bank of America April 2004 - December 2010
Education
Binghamton University - School of Management 1994 — 1998
HSBC October 2012 - Present
Bank of America Merrill Lynch January 2009 - October 2012
Bank of America January 2005 - December 2008
Skills
Financial Analysis, Banking, Portfolio Management, Credit, Investments, Equities, Underwriting, Credit Analysis, Financial Modeling, Finance, Market Research, Risk Management, Commercial Lending, Loans, Commercial Banking, Credit Risk, Capital Markets
Education
Boise State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch 2006 - Present
Citizens Bank 2005 - 2006
Bank of America 2003 - 2005
Fleet Bank 1989 - 2003
Skills
Product Management, Wealth Management, Banking, Marketing, Risk Management, Portfolio Management, Small Business, Financial Services, Management, Financial Analysis
Education
Boston College 1985 — 1989
BS, Finance
Bank Of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch June 2009 - August 2013
Merrill Lynch March 2007 - June 2009
Bloomberg September 2005 - March 2007
Network Associates / Network General / McAfee June 2000 - September 2005
LeCroy Corporation May 1999 - June 2000
Skills
Equity Derivatives, Equities, Derivatives, Trading Systems, Market Data, Electronic Trading, Options, Bloomberg, Multithreading, Trading, Quantitative Finance, Quantitative Investing, C++, Financial Markets, Low Latency, Market Risk, Windows, C#, Credit Derivatives, Trading System, C, R, KDB+, Q, Transaction Cost..., Algorithmic Trading, Java, Perl, Linux, Visual Studio, Eclipse, SVN, Fortran, StreamBase, ETFs, Program Trading, Index Futures
Education
Boğaziçi University
B.S., Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Quantitative Finance
Yale University
Ph.D., Physics
Merrill Lynch July 2012 - Present
Young African MBAs June 2012 - Present
Kellogg School of Management June 2010 - July 2012
Bank of America Merrill Lynch August 2011 - September 2011
Novartis November 2007 - July 2010
Amgen November 2005 - November 2007
Skills
Cross-functional Team..., Business Strategy, Strategy, Competitive Analysis, Data Analysis, Biotechnology, Pharmaceutical Industry, Strategic Planning, Due Diligence, Entrepreneurship, Product Development, Project Management, Product Management, Business Development, Financial Analysis, Process Improvement, Mergers & Acquisitions, Management, Sales
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, International Business, Management & Strategy
Boston College 1999 — 2003
B.Sc., Biology
Neuberger Berman 2011 - Present
Bank of America Merrill Lynch April 2007 - May 2011
EMC 2003 - 2007
Education
Boston College 1999 — 2003
Finance
Biddeford High School 1996 — 1999
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Bank of America Merrill Lynch January 2009 - Present
Shawmut Bank 1982 - 2012
Skills
Commercial Banking, Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Credit, Fixed Income, Financial Risk, Insurance, Derivatives, Investments, Equities, Underwriting, Hedge Funds, Risk Management, Asset Managment, Asset Allocation, Mergers & Acquisitions, Private Equity, Series 7, Banking, Financial Modeling, Finance, Valuation, Asset Management, Credit Analysis, Financial Analysis, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
University of Notre Dame 1978 — 1982
BA, Economics and International Relations
American International School of Dusseldorf
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch February 2010 - September 2014
Bank of America Merril Lynch November 2012 - March 2014
Interactive Data January 2009 - January 2010
GMAC-RFC August 2006 - January 2009
ABN AMRO July 2003 - August 2006
Skills
Capital Markets, Securitization, Structured Products, ABS, Structured Finance, Trading, Securities, Derivatives, Portfolio Management, Loans, Mortgage Lending, Credit Derivatives, Fixed Income, Credit, Due Diligence, Valuation, Equities, Investment Banking
Education
Birkbeck, University of London
English Literature and Classics
UCL
Classics
Impact Charitable March 2015 - Present
JACK Foundation January 2015 - Present
GiveCorps March 2012 - April 2014
J.P. Morgan October 2010 - November 2011
Bank of America Merrill Lynch August 2009 - October 2010
Women's World Banking June 2008 - August 2008
Skills
Nonprofit Technology, Philanthropy, Capital Markets, Hedge Funds, Private Equity, Wealth Management, Social Impact, Asset Allocation, Investor Relations, Portfolio Management, Alternative Investments, Business Development, Strategic Planning, Non-profits, Fund Of Funds, Nonprofits, Financial Modeling
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Boston College 2000 — 2004
BA, Psychology
Fisher Clinical Services April 2015 - Present
Bank of America Merrill Lynch May 2013 - April 2015
Connolly Healthcare February 2012 - May 2013
Bank of America Merrill Lynch September 2009 - August 2011
Travelers Insurance December 2008 - June 2009
theBROKERSgroup June 2008 - December 2008
Travelers Insurance March 2008 - June 2008
Wachovia, A Wells Fargo Company October 2007 - February 2008
Kraft Foods January 2007 - October 2007
JPMorgan Chase November 1996 - December 2006
Skills
Microsoft SQL Server, Database Design, SSRS, Troubleshooting, Databases, SSIS, Data Warehousing, Software Documentation, Disaster Recovery, Requirements Analysis, T-SQL, Business Intelligence, SQL, Web Applications, Business Analysis, SDLC, ETL, Data Modeling, SQL Tuning, Performance Tuning, Team Leadership, Information Technology, Business Process, Testing, Stored Procedures, Data Migration, Analysis, Leadership, Data Mining
Education
Borough of Manhattan Community College 1993 — 1996
Irving Place Capital August 2013 - Present
Irving Place Capital July 2009 - June 2011
Bank of America Merrill Lynch 2006 - 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Corporate Development, Hedge Funds, Investments, Emerging Markets, LBO, M, M&A experience, Capital Markets, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management
Binghamton University - School of Management 2002 — 2006
Bank of America Merrill Lynch 2004 - Present
Better Business Bureau 2004 - 2010
Bank of America 1989 - 2004
Citi 1978 - 1989
Education
Binghamton University - School of Management
B.S., Management Science
Fordham Gabelli School of Business
M.B.A., Marketing
Citizens Financial Group, Inc. October 2014 - Present
Bank of America Merrill Lynch August 1991 - Present
Bank of America 1991 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Masters, Finance
Rhodes College 1981 — 1985
BA, Economics, Business Admin
Bank of America Merrill Lynch October 2005 - Present
Shearman & Sterling LLP September 2001 - October 2005
Education
Fordham University School of Law 1998 — 2001
Boston College 1994 — 1998
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - Present
Morgan Stanley February 2012 - January 2013
Morgan Stanley January 2011 - February 2012
Morgan Stanley May 2010 - January 2011
Wells Fargo Advisors, LLC August 2007 - April 2010
SmithBarney May 2005 - July 2008
American Express 1996 - 2005
Chase Personal Financial Services 1990 - 1994
Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...
Education
Boston College 1985 — 1989
BA,CumLaude, Psychology and Communications
Bank of America Merrill Lynch 2010 - Present
Education
Boston College 2006 — 2010
BS in Management, Finance and Accounting
Not employed August 2009 - Present
Bank of America - Merrill Lynch 1991 - August 2009
Merrill Lynch 2005 - 2009
Merrill Lynch, Pierce, Fenner & Smith 1991 - 2009
Paribas North America, Inc. September 1988 - June 1991
The Moseley Holding Corporation February 1982 - August 1988
AG Becker/Warburg Paribas Becker Inc. October 1977 - January 1982
US Securities and Exchange Commission August 1974 - September 1977
Skills
Securities, Capital Markets, Corporate Finance, Investment Banking, Financial Services, Finance, Securities Regulation, Investment Management, Management, Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Private Equity, Asset Management, Investments, FINRA, Series 63, Wealth Management
Education
Boston College Law School 1971 — 1974
JD
Georgetown University 1967 — 1971
AB, Government
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America October 2006 - June 2012
UPS June 2001 - May 2005
Thakral Brothers Pte Ltd, Singapore July 1996 - June 1999
Fortune International Pvt Ltd, India & Moscow July 1992 - March 1996
Skills
Analytics, Banking, Commercial Banking, Competitive Analysis, Credit, Business Analysis, Cross-functional Team..., Marketing, Payment Systems, Product Management, Payments, Portfolio Management, Risk Management, Strategy, Vendor Management, Financial Services, Electronic Payments
Education
Thunderbird School of Global Management 2000 — 2001
MBA, International Business
Indian Institute of Foreign Trade 1990 — 1992
MBA, International business
Birla Institute of Technology and Science, Pilani 1986 — 1990
MMS, Management studies
Army Public school 1976 — 1986
High School
Bank Of America Merrill Lynch September 2009 - Present
Education
Birla Institute of Technology 2002 — 2004
MS, Software Engineering
Bank of America August 2013 - Present
Bank of America Merrill Lynch November 2010 - August 2013
Towers Watson November 2009 - November 2010
Banc of America Securities May 2005 - October 2009
Skills
Administrative..., Calendaring, Outlook, Calendars, Travel Arrangements, Confidentiality, Time Management, Executive Support, Spreadsheets, Lotus Notes, PowerPoint, Access, Office Administration, Human Resources, Microsoft Excel, Budgets, Process Scheduler, Invoicing, Customer Service
Education
State University of New York Empire State College 2009 — 2011
Business Administration and Management, General
Borough of Manhattan Community College
Associate of Arts (AA), Business Administration and Management, General
Bank of America Merrill Lynch July 2015 - Present
International Securities Exchange 2004 - Present
NYSE 2004 - 2005
Education
Boston College 1995 — 1998
BS, Finance and Psychology
Bank of America Merrill Lynch Financial Wellness Consultant - Workplace Financial Solutions - Global Wealth & Retirement ServicesBank of America Merrill LynchMay 2015 - Present
Bank of America Merrill Lynch September 2002 - Present
Education
Boston College
Bank of America Merrill Lynch May 2013 - Present
UBS Wealth Management July 2009 - May 2013
UBS Wealth Management July 2007 - July 2009
Education
Boston College - Carroll School of Management
Bachelors of Science, Finance
Bank of America January 2014 - Present
Merrill Lynch April 2011 - January 2014
Bank Of America Merrill Lynch January 2009 - March 2011
Ernst & Young January 2008 - December 2008
State Street March 2007 - December 2007
Ameriprise Financial November 2006 - February 2007
Travelers Insurance January 2006 - October 2006
KMart August 2005 - December 2005
Skills
.NET, Integration, SQL, SDLC, Management, Requirements Gathering, Business Analysis, Oracle, Web Applications, Requirements Analysis, Business Intelligence, Software Project..., Data Warehousing, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Birla Institute of Technology and Science, Pilani 2000 — 2005
Engineering, CHEMICAL
Bank of America October 2013 - Present
Bank of America Merrill Lynch October 2010 - October 2013
Bank of America Merrill Lynch August 2007 - September 2010
Riskspan India July 2004 - July 2007
Skills
Fixed Income, Capital Markets, Financial Modeling, Derivatives, Trading Systems, Leadership, Investment Banking, Sybase, Team Management, Credit Derivatives, SQL, FX Options, Interest Rate..., VBA
Education
Birla Institute of Technology and Science, Pilani 1999 — 2004
M.Sc Hons., Physics
Birla Institute of Technology and Science, Pilani 1999 — 2004
B.E Hons., Chemical Engineering
Deutsche Bank August 2015 - Present
Deutsche Bank October 2014 - August 2015
Bank of America Merrill Lynch February 2013 - October 2014
UBS Investment Bank June 2012 - February 2013
Credit Suisse September 2009 - June 2012
Infosys October 2004 - November 2007
Skills
Investment Banking, Valuation, Financial Modeling, Unix Shell Scripting, Business Analysis, Fixed Income, Capital Markets, Corporate Finance, Derivatives, VBA, Equity Research, Portfolio Management, Bloomberg, Equity Derivatives, Equities
Education
NJIT 2008 — 2009
Masters, Engineering Management
BITS Pilani 2000 — 2004
Bachelors, Engineering
Bank of America Merrill Lynch July 2014 - Present
Best Buddies New York July 2014 - Present
Bank of America Merrill Lynch June 2011 - June 2014
Education
Boston College 2007 — 2011
Bachelor of Arts (BA), Economics and Political Science
Pando Capital January 2014 - Present
GLC Advisors & Co., LLC June 2012 - October 2012
UBS Investment Bank January 2012 - April 2012
Bank of America Merrill Lynch June 2011 - August 2011
Community Preservation Corporation May 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Capital Markets, Equities, Bloomberg, Microsoft Excel, Capital IQ, Bloomberg Terminal, High Yield
Education
Binghamton University - School of Management 2008 — 2012
Bachelor's degree, Accounting and Finance
Bank of America 2010 - Present
Bank of America Merrill Lynch 2010 - Present
Goldman Sachs November 2000 - May 2010
IBM 1995 - 1998
Education
Birla Institute of Technology 1991 — 1995
BE(Hons.), Mechanical Engineering
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Bank of America Merrill Lynch June 2010 - August 2013
Raytheon Integrated Defense Systems June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets
Education
Boston College 2006 — 2010
BA, Economics & Mathematics
J.P. Morgan February 2014 - Present
J.P. Morgan December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Banc of America Securities June 2006 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Bloomberg, Factset, Financial Modeling, Series 7, Series 63, Capital Markets, Investment Banking, Credit Analysis, Risk Management
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch July 2000 - July 2005
Spear, Leeds and Kellogg July 1998 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, Training
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch June 2014 - May 2015
Bank of America Merrill Lynch June 2013 - June 2014
Global China Connection - Syracuse University Chapter September 2010 - May 2011
Skills
Data Analysis, Structured Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Risk Management, Valuation Modeling, CCAR, Chinese, Market Risk, Basel III, Economics, Presentations, Finance, Event Planning, SPSS, VBA, Mandarin, Marketing
Education
Boston College - Carroll School of Management 2011 — 2013
Bachelor of Science (B.S.)
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Bachelor of Science (B.S.)
2015 Level II Candidate in the CFA Program
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch June 2013 - May 2015
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Valuation, Investments, Equities, Economics, Corporate Finance, Portfolio Management, Finance, Fixed Income, Microsoft Office, VBA, Bloomberg, Financial Modeling
Education
Boston College 2009 — 2013
BS, Finance, General
The Pingry School 2005 — 2009
High School Diploma
Bank of America Merrill Lynch December 2000 - Present
National Audubon Society January 1980 - December 2000
Education
Borough of Manhattan Community College 1976 — 1979
Associate's degree