Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,803 Bank of America Merrill Lynch employees in database. Find out everything there's to know about Bank of America Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - July 2012
Teach For America June 2009 - June 2011
University of Michigan March 2008 - March 2009
University of Michigan May 2008 - August 2008
University of Michigan March 2007 - March 2008
University of Michigan May 2007 - August 2007
Democratic National Committee June 2006 - August 2006
James Mintz Group June 2005 - August 2005
Education
University of Michigan 2005 — 2009
B.A., Sociology: Economy, Business & Society
UKA Teacher U at Hunter College 2009 — 2011
M.S.Ed., Childhood Education
Bank of America Merrill Lynch September 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - September 2014
Education
University of Michigan
Bachelor of Science (BS), Statistics
Rothschild September 2015 - Present
Bank of America Merrill Lynch January 2015 - Present
Morgan Stanley February 2014 - Present
Relay for Life at the University of Michigan October 2013 - Present
GCM Grosvenor May 2014 - May 2014
National Retrofitting Group May 2013 - August 2013
MPowered Entrepreneurship October 2012 - May 2013
Ravinia Green Country Club June 2007 - August 2012
Skills
Comparable Analysis, Financial Modeling, Valuation, Microsoft Excel, Leadership, Research, Financial Analysis, Analysis, Asset Management, Portfolio Management, Bloomberg, Accounts Payable, Social Networking, PowerPoint, Public Speaking, Web Content Management, Energy Efficiency, Non-profit..., Product Development, Business Development, Facebook, Microsoft Word, Teamwork, Access, SPSS, Golf, Critical Thinking, Works well with a team, Social Media Marketing, Data Analysis, Sports
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Glenbrook North High School 2009 — 2012
Bank of America Merrill Lynch - Mergers & Acquisitions Group July 2015 - Present
TAMID Investment Group 2012 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Fieldstone Private Capital Group Ltd June 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, December 2014, Emphases in Finance and Entrepreneurship
University of Michigan
Bachelor of Business Administration (BBA)
Nexecon Consulting Group January 2014 - Present
University of Michigan Campus Information Centers October 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Stryker May 2014 - August 2014
Skills
Research, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Data Analysis, Leadership, Customer Service, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2011 — 2015
Bachelor of Arts (BA), International Political Economy
Bank of America Merrill Lynch July 2013 - Present
Deutsche Bank June 2012 - August 2012
Park Street Advisors September 2011 - December 2011
University of Miami Athletic Department August 2010 - May 2011
Skills
Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Fixed Income, Corporate Finance
Education
University of Miami 2009 — 2013
Bachelor, Business Administration in Finance
Bank of America Merrill Lynch June 2011 - Present
Skills
CSS, C++, Data Analysis, Digital Marketing, SPSS, HTML, Finance, Investments, Microsoft Excel, Microsoft Office, Nonprofits, Series 7, Series 66, Salesforce.com, Social Media, STATA
Education
University of Michigan 2008 — 2012
Bachelors of Science, Economics
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch February 2011 - March 2013
Merrill Lynch May 2004 - February 2011
Merrill Lynch March 2002 - April 2004
Merrill Lynch March 2000 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Risk Management, Business Analysis, Financial Modeling, Leadership, Data Analysis, Project Management, Quantitative Analytics, Microsoft Excel, SQL, PowerPoint, Decision Analysis, Qualitative Research, Problem Solving
Education
University of Minnesota-Twin Cities
Bank of America Merrill Lynch June 2014 - August 2014
Arba Financial LLC June 2013 - August 2013
Vival LLC August 2011 - August 2012
Israel Defense Forces April 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Legal Research, Litigation, Legal Writing, Intellectual Property, Commercial Litigation, Westlaw, Patent Litigation, Civil Litigation, Patents, Securities Regulation, Trademarks, Courts, Appeals, Class Actions, Corporate Law, Due Diligence, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's of Business Administration, Finance, Junior
Ramaz Upper School 2006 — 2010
JP Morgan Chase March 2015 - Present
JP Morgan Chase August 2014 - February 2015
Bank of America Merrill Lynch November 2012 - August 2014
J.P. Morgan July 2010 - October 2012
RBS Sempra Commodities April 2007 - June 2010
Fitch Algorithm November 2004 - November 2006
Citi Smith Barney July 2004 - October 2004
Flagstar Bank April 2002 - July 2004
Internet Security Systems November 2000 - April 2002
Skills
Derivatives, Quantitative Analytics, Risk Modeling, Commodities, Fixed Income, Trading Systems, Algorithms, Unix, Oracle SQL, Sybase, C++, Java, Python, Commodity, Credit Risk, Risk Management, Market Risk, Leadership, FX Options, Capital Markets, Options, Securities, Trading, Equities
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
University of Michigan 1995 — 2000
Ph.D
Wuhan University
B.S.
Wall Street, Private Wealth, Investments March 2014 - Present
Investment Research August 2013 - March 2014
Bank of America, Merrill Lynch January 2002 - August 2013
Two Early Stage Companies November 1998 - September 2002
Franklin Templeton Investments May 1991 - November 1998
Merrill Lynch April 1981 - February 1988
Skills
Investment Management, Wealth Management, Asset Allocation, Financial Analysis, Credit Analysis, Portfolio Management, Investment Strategies, Risk Management, Equity Research, Fixed Income Analysis, Product Development, Quantitative Research, Research Design, Operational Risk..., Expert Witness
Education
University of Miami - School of Business 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch July 1993 - Present
Coopers & Lybrand July 1988 - July 1993
Continental Bank December 1984 - July 1988
Citibank March 1980 - December 1984
American National Bank of Chicao July 1977 - March 1980
Skills
Private Equity, Investments, Investment Banking, Equities, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Portfolio Management, Fixed Income, Corporate Finance, Asset Management, Series 7, Mergers & Acquisitions
Education
University of Michigan 1975 — 1977
Master of Business Administration (MBA), Finance/Marketing
University of Michigan 1971 — 1975
Bachelor of Business Administration (BBA), Accounting
Barclays Investment Bank July 2015 - Present
Dixon Hughes Goodman LLP May 2014 - July 2015
Bank of America Merrill Lynch January 2012 - May 2014
Bank of America Merrill Lynch April 2010 - January 2012
Skills
Fixed Income, Bloomberg, Hedge Funds, Capital Markets, Microsoft Office, Financial Analysis, Derivatives, Financial Modeling, Equities, Financial Reporting
Education
University of Miami 2002 — 2006
BBA, Accounting
Bank of America Merrill Lynch July 2015 - Present
The Wharton School August 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
McKinsey & Company December 2010 - January 2013
ekoVenture June 2009 - August 2009
University of Michigan Transportation Reseach Institute September 2008 - June 2009
Skills
Strategy, Due Diligence, Business Strategy, Market Entry, Strategic Planning, Business Transformation, Management Consulting, Start-ups, Mergers & Acquisitions, Analysis, Leadership, Financial Modeling, Organizational Change, Finance, Business Development, Valuation, Corporate Finance, Investment Banking, Teamwork, Financial Analysis, Data Analysis, Emerging Markets, Consulting
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance & Entrepreneurial Management, Graduation with Honors
University of Michigan 2008 — 2010
Bachelor of Arts, Economics
Anglo-Chinese School (Independent) 2002 — 2005
Gannett January 2015 - Present
Booz Allen Hamilton January 2013 - January 2015
Booz Allen Hamilton September 2011 - January 2013
University of Miami Management Science Department October 2009 - May 2011
Four Seasons Ventures, LLC June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
University of Miami Annual Fund November 2007 - May 2009
Spring Hill Recreational Center August 2008 - August 2008
Skills
Management Consulting, Program Management, Earned Value Management, Data Analysis, Analytics, Financial Analysis, Consulting, Business Process..., Project Management, Analysis, Financial Modeling, Strategic Planning, Business Strategy, Business Case Analysis, Performance Analysis, Business Analysis, IT Portfolio Management, PMO Analyst, Leading Diverse Teams, Public Speaking, IT Portfolio, Capital Planning and..., CPIC, PowerPoint, Microsoft Excel, Strategy, Corporate Strategy, Microsoft Office, PMO, Management, Process Improvement
Education
University of Miami 2007 — 2011
BBA, Management, Finance
Bank of America June 2014 - Present
3i Design & Communications January 2004 - Present
TIAA-CREF February 2011 - June 2014
J.P. Morgan Chase September 2010 - February 2011
Bank of America Merrill Lynch December 2006 - September 2010
GE Healthcare February 2002 - December 2006
Know-Ware Consulting September 1999 - April 2001
Capital Link, LLC July 1998 - September 1999
Skills
User Experience, User Interface Design, Online Marketing, Email Marketing, SEO, Web Design, Web Analytics, Integrated Marketing, Marketing Communications, Usability, E-commerce, Social Media Marketing, Digital Marketing, Strategic Planning, Project Management, Competitive Analysis, User Interface, Content Management, Strategy, Interaction Design, Corporate Branding, Digital Strategy, Information Architecture
Education
University of Phoenix 2003 — 2005
MBA, E-Business
University of Michigan 1996 — 1998
BS
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch April 2013 - April 2014
Bank of America Merrill Lynch July 2010 - April 2013
Digerati May 2009 - February 2010
The University of Michigan September 2009 - December 2009
The University of Michigan January 2009 - April 2009
Whirlpool Corporation May 2008 - August 2008
Skills
Project Management, Lean Manufacturing, Software Project..., Software Development..., Process Engineering, Continuous Improvement, Finance, Software Requirements, Software Quality..., Technical Documentation, Project Plans, Financial Forecasting, Six Sigma, User Acceptance Testing, Cross Functional Team..., Operations Research, VBA, Quality Assurance, Visio, Management, Process Improvement, Program Management, Strategy, Cross-functional Team..., Business Process..., Business Process, MS Project, Software Documentation, PMO, Data Analysis, Analysis, Business Analysis
Education
University of Michigan 2008 — 2009
M.S.E, Industrial and Operations Engineering
University of Michigan 2004 — 2008
B.S.E, Industrial and Operations Engineering
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Imperial Capital, LLC April 2013 - January 2014
Olympia Media Group June 2012 - October 2012
Macy's June 2012 - September 2012
Oak Ridge Country Club May 2009 - August 2011
Skills
Sales, Team Leadership, Financial Analysis, Public Speaking, Team Management, Mergers & Acquisitions, Investment Banking, Public Equity Offerings, Equity Capital Markets, Capital Markets, Investments, Valuation, Teamwork, Leadership, Marketing, Event Planning, Time Management, Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2014
Global Immersion, Finance and Business Administration
Goldman Sachs August 2015 - Present
University of Michigan Ross School of Business August 2014 - Present
University of Michigan Ross School of Business August 2013 - Present
Plum Hollow Country Club January 2009 - Present
Goldman Sachs June 2015 - August 2015
Evans Scholars January 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Flagstar Bank May 2013 - August 2013
Skills
Customer Service, Project Management, Human Resources, Leadership, Advertising, Recruiting, Analysis, Project Planning, Nonprofits, Finance
Education
University of Michigan 2012 — 2016
Bachelor of Business Administration (BBA), Stephen M. Ross School of Business
University of Detroit Jesuit High School 2008 — 2012
Bank of America Merrill Lynch June 2014 - August 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Delta Sigma Pi January 2013 - March 2013
The Seawane Club May 2010 - August 2012
McDermott Will & Emery LLP December 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, Litigation, Fundraising, Software Documentation, Customer Service, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration, Finance and Accounting
Xerox September 2014 - Present
FoodFight August 2012 - September 2014
Bank of America Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch February 2008 - June 2011
Bank of America Merrill Lynch January 2007 - February 2008
Bank of America Merrill Lynch January 2006 - January 2007
Skills
Strategic Planning, Editing, Business Development, Social Media Marketing, Relationship Management, Grant Writing, Writing, Needs Analysis, Certified Project..., Communications Planning, Written & Oral..., Blogging, Financial Analysis
Education
University of Michigan 2001 — 2005
Bachelor of Arts, English and Economics
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2013 - May 2014
Bank of America June 2012 - July 2013
Skills
Capital Markets, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Data Analysis, Financial Analysis, Risk Management, Finance, Due Diligence, Fixed Income, Corporate Finance, Economics, Investment Banking, Financial Risk
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Finance
UBS Investment Bank August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
S&P Dow Jones Indices May 2012 - August 2012
Standard & Poor's May 2011 - August 2011
Education
University of Michigan 2010 — 2014
Gerald R. Ford School of Public Policy
Horace Greeley High School
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Bank of America Merrill Lynch June 2012 - July 2013
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Excel, PowerPoint, Financial Analysis, Risk Management, Corporate Finance, Capital Budgeting, Budgeting, Compliance
Education
University of Michigan 2008 — 2012
B.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
B.B.A., Finance
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Wells Fargo January 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Bank of America April 2012 - August 2014
Bank of America Merrill Lynch October 2009 - April 2012
Bank of America August 2007 - November 2009
Commerce Bank 2006 - August 2007
BANCO LATINOAMERICANO DE COMERCIO EXTERIOR S.A. - BLADEX 2005 - 2006
Wachovia Bank, N.A. 2000 - 2005
Union Planters Bank 1997 - 2000
Hamilton Bank 1994 - 1997
Skills
Loans, Correspondent Banking, Syndications, Insurance, Global Finance, Financial Institutions, Structured Products, Leadership, Working Capital..., Credit, Banking, Credit Analysis, Commercial Banking, Cash Management, Liquidity Management, Structured Trade, Supply Chain Management, Logistics, Risk Management, Global Trade Management, Trade Finance, Factoring, Forfaiting, Corporate Banking, International Trade, Latin America, Financial Risk, Capital Markets, Commercial Lending, Credit Risk, Asset Based Lending, Trading, Finance, Financial Services, Investments, Foreign Exchange, AML, Treasury Services, Financial Transactions, Portfolio Management, Retail Banking, Treasury Management, Commodity, Credit Cards, Investment Banking, Structured Finance, Relationship Management, Treasury, Financial Structuring
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration, International Business
University of Miami - School of Business 1990 — 1994
Bachelor of Business Administration, International Finance and Marketing
Antilles Military Academy 1984 — 1990
High School Diploma, Leadership Training
Merrill Lynch July 2013 - Present
University of Miami School of Business 2009 - Present
Bank of America Merrill Lynch 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
BofA Merrill Lynch February 2011 - May 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting
Bank of America Merrill Lynch July 2013 - Present
SemiCORE Corp August 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2013
Bank of America Merrill Lynch March 2008 - May 2010
Banc of America Securities June 2005 - March 2008
Bloomberg 2004 - 2004
University of Michigan 2004 - 2004
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Capital Markets, Business Development, Management, Leadership, Acquisition Integration, Business Transformation, Product Development, Mergers, Strategy Development, Risk Management, Management Consulting, Investment Banking, Private Equity, Due Diligence, Entrepreneurship, Business Process..., Valuation, Financial Services, Business Analysis, Financial Modeling, Fixed Income, Banking, Equities, Integration, Portfolio Management
Education
University of Michigan 2004 — 2005
Masters of Science in Engineering
University of Michigan
Bachelors of Science in Engineering
Peter J. Solomon Company July 2013 - Present
Marlin & Associates April 2012 - December 2012
Go Blue Wear Pink December 2010 - April 2012
Bank of America - Merrill Lynch June 2011 - August 2011
RED ROBIN RESTAURANT April 2010 - August 2010
Skills
PowerPoint, Excel, Spanish, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Accounting, Entrepreneurship, Mergers, DCF, Finance, Microsoft Word, Capital IQ, Microsoft Excel
Education
University of Michigan 2009 — 2013
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting & Finance
Bank of America December 2014 - Present
University of Miami Jacksonville Alumni Club July 2014 - Present
Bank of America Merrill Lynch May 2010 - December 2014
Bank of America December 2009 - January 2011
Bank of America June 2009 - May 2010
Bank of America May 2007 - October 2008
Tyco Fire & Security January 2005 - May 2007
Citibank April 1999 - September 2000
Blue Cross Blue Shield of Florida October 1984 - March 1999
Skills
Business Process..., Process Improvement, Strategy, Program Management, SDLC, Project Management, Agile Methodologies, Mergers, Marketing Strategy, Scrum, Public Speaking, Business Analysis, PMO, CRM, Cross-functional Team..., Customer Experience, Vendor Management
Education
University of Miami
Master of Science in Technology and Quality Management, Engineering
Edward Waters College
Bachelor of Business Administration, Business, Organizational Management
Florida State College
Associate of Science, Computer Programming / Main Frame Applications
Bank of America Merrill Lynch April 2015 - Present
Deutsche Bank July 2010 - March 2015
Ernst & Young January 2010 - June 2010
Grant Thornton LLP May 2007 - August 2007
Skills
Investments, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Private Equity, Investment Banking, Due Diligence, Bloomberg, Capital Markets
Education
University of Miami
International Finance
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch January 2011 - February 2015
Skills
Investment Banking, Financial Sponsors, Leveraged Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Capital Markets, LBO, Bloomberg, Investments, Microsoft Excel, Equities, Financial Analysis, Corporate Finance, Private Equity, Risk Management
Education
University of Miami 2010 — 2010
Business
University of Technology, Sydney 2008 — 2010
Bachelor of Accounting, Accounting and Finance
Aquinas College Menai
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Merrill Lynch Wealth Management, Bank of America June 2010 - May 2012
Bank of America Merrill Lynch July 2009 - June 2010
Bank of America June 2008 - July 2009
Microsoft Corporation May 2007 - August 2007
Skills
Capital Markets, Analysis, Strategy, Finance, Financial Analysis, Business Strategy, Management Consulting, Strategic Financial..., Financial Services, Business Process..., Financial Modeling, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Strategy
Bank of America Merrill Lynch July 2010 - Present
Seabury Group August 2009 - July 2010
University of Michigan September 2006 - May 2009
DTE Energy Services May 2006 - September 2006
Skills
Budgets, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Project Management, Financial Modeling
Education
University of Michigan 2005 — 2009
B.A., Political Science, Philosophy
KarpReilly, LLC July 2015 - Present
Bank of America Merrill Lynch July 2012 - June 2015
Marsh & McLennan Companies, Inc. June 2010 - August 2010
Skills
Bloomberg, Corporate Finance, Due Diligence, Data Analysis, Bloomberg Terminal, Finance, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Research, Microsoft Office, Investment Banking, PowerPoint, Investments, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance and Accounting
University of Michigan 2008 — 2012
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GFG Securities May 2013 - May 2014
University of Miami August 2011 - December 2011
ChicasCup August 2010 - June 2011
Skills
Team Leadership, Analytic Problem Solving, Works well in a team, Foreign Languages, Leadership, Spanish, PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Research, Valuation, Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Word, Public Speaking, Accounting, Mergers & Acquisitions, DCF
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, 3.96
Bank of America Merrill Lynch July 2015 - Present
The Carlyle Group July 2011 - July 2013
Jefferies & Company July 2008 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Certificate of Law
University of Michigan 2004 — 2008
BBA & BFA, Business, Finance, Music
Indego Africa January 2014 - Present
Indego Africa March 2012 - December 2013
Bank of America Merrill Lynch January 2009 - May 2011
Merrill Lynch July 1998 - December 2008
Merrill Lynch May 1987 - June 1998
Education
University of Michigan
Bachelor's degree, History/Political Science/Economics
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
U.S. Bank June 2014 - Present
U.S. Bank August 2013 - June 2014
U.S. Bank November 2011 - August 2013
University of Minnesota September 2009 - May 2011
Bank of America Merrill Lynch May 2010 - August 2010
Education
University of Minnesota Duluth 2007 — 2011
Bachelor of Business Administration, B.B.A, Finance
J.P. Morgan April 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
McKinsey & Company June 2012 - August 2012
Hidra Ltd May 2011 - July 2011
PwC Consulting June 2010 - July 2010
Hill+Knowlton Strategies May 2009 - July 2009
Skills
Financial Modeling, Data Analysis, Valuation, Corporate Finance, Latin American markets, M&A analysis, Equity Research, Management Consulting, Operations Management, Statistical Data..., Business Analysis, Simulation, Optimization Strategies, Lean Operations, Inventory Control, Business Process..., Entrepreneurship, Bloomberg Terminal, Minitab, Microsoft Office, Asset Management
Education
University of Michigan 2008 — 2012
Bachelor of Science (B.S.), Industrial and Operations Engineering
PwC Advisory October 2012 - Present
Bank of America Merrill Lynch July 2011 - October 2012
Bank of America June 2009 - June 2011
Skills
Business Process..., Data Analysis, Project Management, Business Analysis, IT Strategy, IT Operations, Six Sigma, Visio, Program Management, Process Improvement, Business Process, Vendor Management, Management Consulting, Performance Improvement, Strategy, Management
Education
University of Michigan 2005 — 2009
B.S.E, Industrial and Operations Engineering
Florence University of the Arts 2007 — 2007
Study Abroad Program
Henry Schein August 2011 - Present
BMO Capital Markets January 2011 - August 2011
Bank of America Merrill Lynch 2005 - 2010
CIBC World Markets 1998 - 2005
Morgan, Lewis & Bockius LLP 1994 - 1998
Education
University of Michigan Law School 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Economics
Bank of America Merrill Lynch May 2013 - Present
Bank of America July 2012 - May 2013
Bank of America June 2011 - July 2012
Johann Haltermann June 2010 - August 2010
Energy Works Michigan September 2009 - April 2010
Johann Haltermann July 2009 - August 2009
Dow Chemical July 2007 - August 2007
Skills
Foreign Exchange Risk..., FX Derivatives, Risk Management, Finance, Foreign Exchange, Financial Analysis, Microsoft Office, Economics, Financial Services, Excel, Stress Testing, Microsoft Dynamics, Team Leadership, SAS, Financial Risk..., Interest Rate..., Interest Rate Risk...
Education
University of Michigan 2008 — 2011
BS
The King's School Ely 2004 — 2008
A-Level
Kearsney College 2002 — 2004
Bank of America Merrill Lynch June 2015 - Present
Signature Associates Commercial Real Estate May 2014 - August 2014
Communities Southwest May 2013 - August 2013
Land Advisors Organization May 2012 - August 2012
Pro Housing May 2011 - July 2011
TGen May 2010 - July 2010
Skills
Creativity, Real Estate, Economics, Teamwork, Critical Thinking, Leadership, Brainstorming, Due Diligence, Philosophy, Finance, Start-ups, Research, Entrepreneurship, Writing, Artistic Abilities
Education
University of Michigan 2012 — 2015
Bachelor of Arts (B.A.), Economics, Philosophy, and Entrepreneurship
Brophy College Preparatory 2008 — 2011
Bank of America Merrill Lynch June 2015 - August 2015
University of Miami, Miller School of Medicine November 2013 - May 2015
Lazard Asset Management June 2014 - August 2014
Prevo Quantum August 2012 - June 2014
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA)
The American School in Japan 2009 — 2012
High School
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Thomson Reuters May 2013 - July 2013
Thomson Reuters May 2012 - July 2012
Thomson Reuters June 2011 - August 2011
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Finance, Public Speaking, Leadership, Data Analysis, Mergers, Corporate Finance, Financial Analysis, Investment Banking, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch August 2015 - Present
Waddell & Reed August 2014 - August 2015
The Bank of Fayette County December 2013 - January 2014
Skills
Managerial Finance, Economics, Retail, Team Leadership, Team Management, Leadership, Microsoft Office, Marketing, Timely Decision Making, Business Communications, Real Estate Financing, Investment Banking, Learning Quickly, Finance, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Teamwork
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial finance
Bank of America Merrill Lynch August 2007 - Present
Citi January 2002 - August 2007
CItibank Caracas July 1996 - January 2002
Skills
Investment Banking, Corporate Finance, Debt & Equity Capital..., Mergers & Acquisitions, Private Equity, Project Finance, Credit Risk, Asset Based Finance, Commercial Leasing, Business Valuation, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Investments and Securities, Masters
Liceo Los Arcos
Goldman Sachs June 2015 - August 2015
Bank of America Merrill Lynch July 2014 - August 2014
Newmark Grubb Knight Frank June 2014 - July 2014
Fox Sports/Sun Sports Florida June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Facebook, Social Networking, Social Media Marketing, Event Planning, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Target May 2015 - Present
Target September 2014 - May 2015
Target March 2013 - September 2014
Target January 2012 - March 2013
BCBG Max Azria August 2010 - September 2011
Abercrombie & Fitch May 2009 - April 2010
Bank of America Merrill Lynch September 2008 - June 2009
Target June 2008 - August 2008
Macy's August 2007 - February 2008
Spyder Active Sports May 2006 - August 2006
Skills
Leadership, Marketing, Management, Merchandising, Customer Service, Visual Merchandising, Retail, Fashion, Sales, Product Development, Event Planning, Microsoft Office, Social Media, PowerPoint, Trend Analysis, Microsoft Word, Space Planning, Microsoft Excel, Info Retriever, ProSpace, CAD, White Space Analysis, Merch, Innovation Management, Project Management, Project Planning, Process Improvement, Collaborative Problem..., Design Thinking, Brand Development, Business Strategy, Data Analysis, Cross Functional Team..., Cross-functional Team...
Education
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science, Retail Merchandising, Management
University of St. Thomas - Opus College of Business
Bank of America Merrill Lynch October 2014 - Present
Citi November 2013 - October 2014
Goldman Sachs October 2010 - November 2013
Education
University of Michigan
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch February 2014 - July 2014
DePaul University September 2012 - May 2014
Bank of America Merrill Lynch February 2011 - January 2014
Bank of America Merrill Lynch July 2008 - January 2011
Education
University of Michigan 2004 — 2008
Bachelor's, Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2000 - May 2015
Bank of America October 1993 - January 2000
Fleet Funding Corp March 1985 - October 1993
Skills
Commercial Banking
Education
University of Mississippi - School of Business Administration 1980 — 1983
Bachelor of Business Administration (BBA)
Bank of America Merrill Lynch June 2014 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Troy High School 2006 — 2010
PwC August 2015 - Present
PwC June 2014 - August 2014
Bank of America Merrill Lynch August 2013 - May 2014
Citibank Dubai July 2012 - August 2012
Skills
Leadership, Public Speaking, Presentation Skills, Teamwork, Strategy, Event Planning, International Business, Research, Microsoft Office, Social Media, Marketing, Data Analysis, Software Documentation, SPSS, Photoshop, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Strategy and Finance
Bank of America Merrill Lynch July 2015 - Present
Northwestern Mutual January 2014 - December 2014
Follett Higher Education Group April 2012 - April 2014
AT&T Mobility September 2007 - September 2011
Skills
Leadership, Public Speaking, Sales, Microsoft Office, Training, Time Management, Negotiation, Written & Oral..., Economics, Bilingual, Fixed Annuities, Philosophy, Financial Risk, Wealth Preservation..., Tax-advantaged..., Life Insurance, Planning Budgeting &..., Research
Education
University of Miami 2011 — 2015
Bachelor of Arts (B.A.), Economics & Philosophy
Bank of America Merrill Lynch September 2015 - Present
Education
University of Miami
Stonepeak Infrastructure Partners August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Mirae Asset Global Investments Co., Ltd June 2010 - August 2010
Education
University of Michigan 2008 — 2011
B.S., Economics/Statistics
Korean Minjok Leadership Academy 2005 — 2008
Bank of America Merrill Lynch June 2014 - August 2014
Center Cupcakes November 2010 - May 2014
Farbman Group June 2013 - August 2013
Inthesnap December 2010 - August 2012
Tamarack Camps June 2010 - August 2011
Abrahams Law September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, C++, Objective-C, Photoshop, Argus Modeling, HTML 5, Public Speaking, Presentations, Equity Trading, Securities, Leadership, Entrepreneurship, Start-ups, Investments, Finance, Economics, Marketing, Market Research, Real Estate, HTML5, PowerPoint, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelors of Business Administration
West Bloomfield High School 2007 — 2011
Self-employed March 2003 - Present
Magellen Investments. April 1997 - February 2003
Bank of America Merrill Lynch July 1991 - March 1997
Skills
Financial Planning, Finance, Mortgage Lending, Mortgage Banking
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch April 2009 - May 2015
Bank of America June 2005 - April 2009
Skills
Research, Credit, Banking, Financial Analysis, Budgets, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Sociology
Virginia Commonwealth University
Bachelor of Science (B.S.)
A.T. Kearney June 2015 - Present
A.T. Kearney July 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Education
University of Michigan 2008 — 2012
Bachelor of Science (B.S.), Electrical Engineering, Economics
United World College of SE Asia 2006 — 2008
International Baccalaureate
Merrill Lynch Wealth Management Private Banking & Investment Group 2012 - Present
U.S. Trust Bank of America Merrill Lynch Private Wealth Management 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
BlackRock Financial Management 2008 - 2008
Skills
Portfolio Management, Capital Markets, Finance, Asset Management, Alternative Investments, Concentrated Stock..., Retirement Planning, Retirement Planning..., Trust and Estate..., Inter-Generational..., Tax-Minimization..., Liability Management, Family Office Services, Philanthropy, Lending
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan
Birmingham Detroit Country Day School
Raymond James Financial Inc. July 2014 - Present
University of Miami 2012 - May 2014
Sagent Advisors May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration
SuperStar Careers January 2013 - Present
Roadmaps To SUCCESS May 2007 - December 2012
Bank of America Merrill Lynch April 2010 - December 2010
Bank of America March 2009 - April 2010
Bank of America August 2007 - February 2009
Bank of America February 2006 - August 2007
Bank of America December 2002 - February 2006
Marsh October 1998 - June 2002
Ford Motor Company (via MSX) July 1997 - September 1998
Skills
Globalization, Performance Management, Leadership Development, Life Coaching, Strategic Planning, Process Improvement, Corporate Education, Change Management, Voice of the Customer, Business Requirements, Vendor Management, Learning Management, Needs Analysis, Instructional Design, Training Delivery, Instructor-led Training, Distance Learning, Performance Consulting, Evaluation, Intercultural..., Project Planning, Usability, Cross-functional Team..., Team Building, ADDIE, IT Project..., Organizational..., Project Management, RFP, Human Resources, Management, Leadership, Program Management, Coaching, E-Learning, Analysis, Big-picture Thinking, Workshop Facilitation, Marketing, Business Process..., Interviews, Six Sigma, Staff Development, Innovative Thinking, Interview Preparation, Resume Writing, Career Development, Job Search Strategies, Multicultural Team..., Entrepreneurship
Education
Yoga Alliance 2012 — 2012
RYT (Registered Yoga Teacher), Pranakriya Yoga
University of North Carolina at Charlotte 2002 — 2008
MEd, Instructional Systems Technology
University of Michigan 1988 — 1992
Liberal Arts, English, Communications
Making Fun, a division of News Corporation September 2012 - January 2013
Bank of America Merrill Lynch August 2001 - June 2012
Price Waterhouse Coopers August 1994 - July 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Business Strategy, Client Development, Client Liaison, Client Access, Client Co-ordination, Risk Management, Risk Assessment, Financial Risk, Credit Risk, Banking, Lines Of Credit, Commercial Lending, Cash Flow Lending, Treasury Services, Treasury Management, Technical Writing, Proposal Writing, Contract Negotiation, Account Management, Project Management, Semiconductor Industry, Computer Hardware, Software, Business Analysis, Competitive Analysis, Market Analysis, Credit Analysis, Cash Management, Financial Statements, Foreign Exchange, Commercial Banking, Technology, Negotiation, Working Capital..., Capital Markets, Debt Management, Derivatives, Financial Structuring, Multinational, Corporate Finance
Education
Washington University in St. Louis 1999 — 2001
Master of Business Administration (M.B.A.), Strategy and Finance
University of Michigan 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Divine Child High School 1986 — 1990
The Michigan Daily August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
TD May 2013 - August 2013
International Financial Data Services - State Street Group May 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
The Taft School (Watertown, CT) 2007 — 2011
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Miami January 2010 - May 2011
UBS September 2010 - February 2011
Education
University of Miami - School of Business 2008 — 2012
B.S.B.A., Economics, Business Law
Cypress Bay High School
Birchbox April 2015 - Present
Birchbox March 2014 - April 2015
Bank of America Merrill Lynch July 2012 - March 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch November 2009 - Present
CONTAX June 2009 - November 2009
Goldman Sachs June 2008 - August 2008
Skills
Derivatives, Excel, Analysis, Outlook, PowerPoint, Word, Six Sigma, Financial Analysis, Microsoft Office, Problem Solving, Account Management, Manufacturing, Logistics, Engineering, Accounting, Financial Reporting, Credit, Banking, Account Reconciliation, Business Process, Fixed Income, Microsoft Excel, Trading, Microsoft Word
Education
University of Michigan 2004 — 2009
BSE and MSE, Industrial and Operations Engineering
Bank of America Merrill Lynch
Education
University of Miami
Master of Business Administration (MBA)
Credit Suisse July 2014 - Present
Credit Suisse July 2011 - June 2014
University of Michigan Ross School of Business January 2011 - May 2011
Credit Suisse June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
American Development Group May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Investment Banking, Fixed Income, Corporate Finance, Due Diligence, Economics, Finance, Banking, Securities, Bonds, Bloomberg Terminal, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
3M June 2015 - August 2015
Habitat for Humanity International March 2015 - April 2015
BlackRock March 2013 - May 2014
Bank of America Merrill Lynch June 2010 - March 2013
Bank of America June 2009 - August 2009
Skills
Capital Markets, Financial Analysis, Bloomberg, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BSC, Finance
BNP Paribas July 2015 - Present
GE Capital July 2014 - July 2015
GE Capital July 2013 - July 2014
GE Capital June 2012 - June 2013
Global Financial Private Capital, LLC May 2011 - August 2011
Northwestern Mutual May 2010 - April 2011
Bank of America Merrill Lynch May 2008 - August 2009
Skills
Risk Management, Finance, Microsoft Office, Analysis, Credit Risk, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Risk, Mutual Funds, Due Diligence, Investments, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Underwriting, Credit Analysis, Data Analysis, Bloomberg, Operational Risk, Enterprise Risk..., Communication Skills, Commercial Lending, Financial Sponsors, Microsoft Word, Business Valuation, Valuation, DCF Valuation
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Pantzer Properties May 2015 - Present
Bank of America U.S. Trust May 2012 - May 2013
Pico Quantitative Trading January 2012 - April 2012
Bank of America Merrill Lynch January 2010 - July 2011
Alliance Bernstein June 2008 - August 2008
Skills
Real Estate, Financial Modeling, Valuation, Real Estate Private...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bank of America Merrill Lynch June 2012 - Present
Skills
Sales Management, Marketing Management, Financial Analysis, Business Analysis, Latin America, Spanish, Salesforce.com, Consultative Selling, B2B, Forecasting, Competitive Analysis, International Business, Negotiation, Contract Negotiations, Budgets, Contract Negotiation, Sales, Selling, Training, Marketing
Education
University of Miami - School of Business 2003 — 2007
Bachelor of Business Administration, International Finance and Marketing
The American School in Japan 1999 — 2003
High School
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2009 - April 2015
Bank of America 2004 - January 2009
Wachovia Corporation 2002 - 2004
Mars 1998 - 2002
ARCO Chemical 1996 - 1998
Skills
Negotiation, Hedging, Business Process Mapping, International Finance, Risk Management, Banking, Financial Analysis, Treasury Management, Portfolio Management, Cross-functional Team..., Process Improvement, Financial Modeling, Business Analysis, Relationship Management, Financial Services, Vendor Management, Investment Banking, Derivatives, Strategic Planning, Project Management, Management Consulting, Leadership, Finance, Capital Markets, FX Options, Payments, Commercial Banking, Financial Risk, Management, Cash Management, Fixed Income, Credit Risk, Equities
Education
University of Michigan 1994 — 1996
MBA
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of South Carolina - Darla Moore School of Business 1988 — 1992
B.S.
Boathouse Capital August 2014 - Present
Moelis & Company July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Terminal
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Concentration in Accounting and Finance and additionally completed Pre-Medical coursework
Imagineer Technology Group October 2014 - Present
Imagineer Technology Group May 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
UBS FINANCIAL SERVICES June 2010 - August 2010
Skills
Project Management, Leadership, Strategic Planning, CRM, Web Design
Education
University of Michigan 2008 — 2012
BA, Economics
Bank of America Merrill Lynch September 2015 - Present
Shearman & Sterling LLP January 2014 - Present
Faegre Baker Daniels LLP September 2011 - December 2013
U.S. Securities and Exchange Commission June 2010 - August 2010
Schopf & Weiss LLP November 2007 - August 2008
U.S. Department of Justice - Tax Division August 2006 - November 2007
Education
University of Minnesota Law School 2008 — 2011
J.D.
University of Wisconsin-Madison 2003 — 2006
Bachelor's degree, Political Science and Government
AMR International July 2015 - Present
AMR International June 2014 - July 2015
Ford Motor Company May 2013 - August 2013
Flexible Plan Investments, Ltd. May 2012 - September 2012
University of Michigan Ross School of Business August 2011 - November 2011
Bank of America Merrill Lynch May 2011 - September 2011
Quantum Ventures of Michigan LLC April 2010 - June 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Financial Modeling, Data Analysis, Market Research, Investments, VBA
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Adminstration, Accounting and Finance
Detroit Country Day School 2006 — 2010
Bank of America Merrill Lynch June 2014 - August 2014
CIBER Study Abroad Program - China May 2014 - May 2014
Jones Trading June 2013 - August 2013
BRT Realty Trust June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
Deutsche Bank Securities August 2009 - Present
Project Greens LLC 2012 - Present
Bank of America Merrill Lynch July 2005 - July 2009
Bentley Associates September 2004 - November 2004
Bentley Associates May 2004 - August 2004
Northwest Airlines January 2001 - September 2003
Skills
Aerospace, Mergers, Corporate Finance, Buy-side, Sell Side, Equities, Investment Banking, Private Placements
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BS
Strategic Financial Patners June 2015 - Present
MitoStem December 2013 - Present
International Business Services May 2014 - June 2015
Bank of America Merrill Lynch July 2012 - December 2013
General Motors December 2008 - 2011
Atos Origin July 2007 - May 2008
Strategic Financial Partners December 1996 - July 2007
EClaims April 2001 - November 2003
Skills
Financial Reporting, Management Consulting, Management Accounting, Asset Based Lending, Working Capital, Financing Alternatives, Capital Structure, Wealth Preservation..., Financial Risk..., Internal Controls, Automotive, Merger & Acquisition, Business Growth..., Due Diligence, Technical Accounting, Chief Financial Officer, Controller, Globa Assignments: UK,..., Marketing, Supply Chain Management, Product Cost..., Business Integration, Acquistions, Finance, Wealth Management, Series 7, Series 66, Mortgage License, Manufacturing, Mergers & Acquisitions, Leadership, Restructuring, Strategic Financial..., Management, Strategy, Strategic Planning, Process Improvement, Financial Analysis, Program Management, Consulting, Business Strategy, Change Management, Accounting, Financial Planning, Training
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch June 2012 - October 2013
Bank of America Merrill Lynch January 2011 - June 2012
Bank of America Merrill Lynch November 2008 - December 2010
Bank of America Merrill Lynch March 2006 - November 2008
Skills
Credit Analysis, Banking, Asset Based Lending, Portfolio Management, Commercial Banking, Credit, Syndications, Financial Analysis, Loans, Commercial Lending
Education
University of Missouri-Columbia 2001 — 2005
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2010 - December 2014
Bank of America Merrill Lynch January 2007 - February 2010
Bank of America July 2003 - December 2006
Bank of America June 2000 - June 2003
Skills
Private Equity, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Valuation, Strategic Planning, Portfolio Management, Mergers & Acquisitions, Finance
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Bank April 2014 - Present
Bank of America Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch June 2010 - November 2012
Bank of America January 2007 - June 2010
Bank of America January 2000 - January 2007
Skills
Banking, Treasury Management, Cash Management, Leadership, Commercial Lending, Commercial Banking, Coaching and Development, Loans, Credit, CRM, Portfolio Management, Strategy, Management, Treasury Services, Risk Management
Education
University of Michigan
Bachelor of Administration
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo May 2011 - Present
SunTrust Bank June 2010 - May 2011
CB Richard Ellis May 2009 - June 2010
Paradise Development Group January 2008 - April 2009
LaSalle Bank September 2002 - December 2007
Banc of America Securities August 1999 - September 2002
Bank of America January 1989 - August 1999
Skills
Real Estate, Disposition, Property, Credit, Acquisitions, Real Estate Economics, Property Management, Portfolio Management, Mortgage Lending, Loan Origination, Loans, Leadership, Commercial Lending, Asset Management, Commercial Real Estate, Dispositions, Investment Properties, Real Estate Financing
Education
University of Miami 1983 — 1986
Bachelor of Business Administration (BBA), International Finance & Marketing
BlackRock July 2015 - Present
BlackRock August 2011 - July 2015
Bank of America Merrill Lynch May 2010 - August 2010
Metropolitan Life Insurance Company May 2008 - May 2010
Skills
Leadership, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Fixed Income, Corporate Finance, Equities, Investments, Investment Banking, Due Diligence, Series 7, Asset Managment, Hedge Funds, Capital Markets, Mergers, Private Equity, Equity Research, Data Analysis, Finance, Microsoft Office, Microsoft Excel, Portfolio Management, Analysis, Economics, Research, Financial Markets, Derivatives
Education
University of Michigan 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance, Accounting
Bank of America Merrill Lynch June 2015 - Present
University of Michigan Ross School of Business June 2014 - Present
Plan International March 2015 - June 2015
TD Securities November 2012 - May 2014
TD July 2010 - October 2012
RBC Dominion Securities June 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Capital Markets, Finance, Credit Analysis, Corporate Finance, Valuation, Fixed Income, Credit Risk, Equities, Market Risk, Equity Research, Financial Analysis, Investments, Analysis, Banking, Derivatives, Strategy, Business Strategy, Risk Management, Management, Due Diligence, Research, Business Analysis, Economics, Leadership, Strategic Planning, Financial Services, Project Management, Credit, Financial Reporting, Financial Risk, Asset Management, Microsoft Office, Accounting, Financial Planning, Analytics, Financial Markets
Education
CFA Institute
Level II Candidate
CSI Global Education Inc. 2009 — 2010
Canadian Securities Course
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm., Finance, Economics
International School of Choueifat 2000 — 2006
AP Scholar, Physics, Chemistry, Calculus, Economics, Business Studies
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business
University of Toronto
Bank of America Merrill Lynch September 2015 - Present
Morgan Stanley Wealth Management December 2012 - September 2015
AXA Advisors, LLC. August 2008 - January 2013
NextStudent November 2006 - May 2008
Skills
CRM, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Business Development, Loans, Management, Retirement Planning, Sales, Portfolio Management, Strategic Financial..., Financial Services, Risk Management, Financial Planning, Wealth Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch August 2009 - 2013
The Abraham Group January 2007 - June 2007
Subcommitte on Oversight and Investigations December 2002 - January 2007
Skills
Mergers & Acquisitions, Portfolio Management, Analysis, Structured Finance, Leveraged Finance, Financial Advisory, Equity Capital Markets, Corporate Law, Bloomberg, Equities, Series 7, Fixed Income, Asset Management, Investment Banking, Banking, Investments, Hedge Funds, Risk Management, Economics, Trading Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance, Entrepreneurship
University of Michigan 1997 — 2001
BA, Philosopy, Economics, Game Theory
University of Virginia School of Law August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Bank of America May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D.
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's of Business Administration, Finance and Corporate Strategy
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Bank of America Merrill Lynch March 2012 - December 2013
Bank of America Merrill Lynch September 2011 - March 2012
Merrill Lynch January 2009 - September 2011
Merrill Lynch April 2001 - September 2011
Skills
Retirement, Investment Strategies, Loans, Strategic Financial..., Investments, Series 7, Securities, Wealth Management, Series 63, Account Management, Retail Banking, Asset Allocation, Financial Modeling, Mutual Funds, Insurance, Financial Analysis, Credit, Retirement Planning, Investment Advisory, Financial Advisory, Portfolio Management, Series 65, Financial Planning
Education
University of Michigan 1994 — 1998
BA, History
Bank of America Merrill Lynch April 2011 - Present
Prudential Financial January 2002 - November 2010
US Bank March 2000 - January 2002
Harris Trust & Savings Bank July 1997 - March 2000
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - July 1997
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - March 1995
American Express Financial Advisors January 1992 - February 1994
Skills
Retirement, Mutual Funds, Financial Services, Investments
Education
University of Michigan-Dearborn 1984 — 1988
BA, Psychology, Business
Bank of America Merrill Lynch July 2011 - Present
Royal Bank of Scotland October 2010 - July 2011
Royal Bank of Scotland April 2008 - October 2010
DaimlerChrysler Financial Services 2003 - 2008
Skills
PMO, Portfolio Management, Risk Management, Banking, Financial Services, Financial Risk, Vendor Management, Business Analysis, Governance, Business Process..., Project Delivery, Relationship Management, Enterprise Architecture, Project Portfolio..., Credit Derivatives, Agile Methodologies, Stakeholder Management, Market Data, Total Return Swaps, PMP, Project Management, Program Management, IT Project & Program...
Education
University of Michigan 2000 — 2003
MS, Computer Science
University of Michigan 1997 — 2000
Bachelor of Science (B.S.), Computer Science
Harvard Management Company March 2012 - Present
Bank of America Merrill Lynch January 2010 - March 2012
Education
University of Michigan
Bank of America Merrill Lynch January 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of America May 2008 - August 2008
Skills
Derivatives, Financial Modeling, Fixed Income, Financial Analysis, Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Solaris Energy Capital June 2014 - Present
MuellerChen Co. January 2013 - June 2014
Denham Capital August 2010 - January 2013
Bank of America Merrill Lynch August 2007 - July 2010
Skills
Valuation, Mergers, Investments, Equities, Portfolio Management, Strategy, Private Equity, Financial Modeling, DCF, Analysis, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Finance, Mergers & Acquisitions, Project Finance, Divestitures, Fixed Income, Bloomberg
Education
University of Miami 2003 — 2007
BBA, Economics, Finance, Mathematics
Bank of America Merrill Lynch 2001 - Present
Banc of America Securities July 2001 - December 2008
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Hillside
Hillside
Hillside
Bank of America Merrill Lynch January 2014 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA
Bank of America Merrill Lynch October 2014 - Present
Wells Fargo Advisors January 2012 - October 2014
Merrill Lynch 2010 - 2012
Broker Benefit Services October 2008 - November 2010
Skills
Finance, Retirement Planning, Financial Analysis, Financial Modeling, Series 63, Series 7, Investments, Customer Service, Insurance, Mortgage Lending, Wealth Management
Education
University of Missouri-Columbia
Financial Management
Bank of America Merrill Lynch May 1995 - Present
Republic Bank/First Republic/NCNB 1990 - 1995
Education
University of Mississippi - School of Business Administration
BBA, Business, marketing, banking and finance
Bank of America, Merrill Lynch May 2010 - August 2013
Wellesley Recreation Department June 2009 - August 2009
Boston Sports Club May 2008 - August 2008
Dover Law Offices April 2007 - September 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Analysis, Data Analysis, Economics, Social Media, Public Speaking, Spanish, Market Research, Research, Financial Reporting, Strategic Planning
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Law School, 1L
University of Miami 2007 — 2011
Bachelor, Business Administration; Accounting
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
University of Miami - School of Business 2007 — 2011
BA, Finance, Accounting
Collaborative Capital 2013 - Present
BNP Paribas 2015 - Present
UBS Investment Bank 2012 - 2013
UBS Investment Bank 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
NASA 2009 - 2010
CERN 2007 - 2008
Skills
Emerging Markets, Fixed Income, Trading, Commodity, Financial Analysis, FX Options, Analysis, Entrepreneurship, Start-ups, Matlab, Java, Web Development, Artificial Intelligence, ASP.NET MVC, Microsoft Excel, VBA, C#, JavaScript, SQL, R
Education
University of Michigan
BSE, Aerospace Engineering
University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Entrepreneurial Studies
Bank of America Merrill Lynch May 2015 - Present
Oppenheimer & Co. 2011 - May 2015
University of Michigan Ross School of Business 2008 - March 2011
Woodmere Successors Inc. May 2009 - August 2009
Stephen M. Ferretti Inc. 2006 - 2008
Hedge Capital Partners April 2007 - June 2007
Skills
Financial Analysis, Bloomberg, Financial Modeling, Valuation, Investments, Equity Research, Equity Research Analysis, Equities, Capital Markets, Portfolio Management, Finance, Bloomberg Terminal, Economics, Microsoft Excel, PowerPoint, Social Media, Data Analysis, Microsoft Office, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch 2009 - Present
Education
University of Minnesota - Carlson School of Management 1995 — 1998
MBA
The Blackstone Group October 2014 - Present
Bank of America Merrill Lynch June 2011 - October 2014
The Nielsen Company June 2010 - August 2010
Reuters/University of Michigan Surveys of Consumers January 2009 - May 2009
Skills
Capital Markets, Corporate Finance, Hedge Funds, Portfolio Management, Financial Modeling, Leadership, Credit Risk, Valuation, Economics, Data Analysis, Investment Banking, Risk Management, Financial Analysis, Investments, Credit, Bloomberg
Education
University of Michigan 2007 — 2011
London School of Economics and Political Science 2009 — 2009
International Business and Strategy
St. Xavier
CommonWealth Opportunity Capital January 2015 - Present
The Blackstone Group July 2013 - January 2015
Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch June 2009 - July 2010
MPRI October 2008 - May 2009
Skills
Finance, Financial Modeling, Financial Reporting, Investments, Forecasting, Capital Markets, Equities, Budgets, Financial Analysis, Bloomberg, Valuation, Investment Banking, Essbase, Accounting, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Michigan 2005 — 2009
BA, Economics
Citizens Financial Group, Inc. February 2014 - Present
Barry, Evans, Josephs, and Snipes (BEJS) February 2013 - December 2013
Bank of America Merrill Lynch 1996 - 2011
NationsBank 1990 - 1995
Education
University of Mississippi 1986 — 1990
BBA, Finance
Bank of America Merrill Lynch December 2003 - January 2012
Skills
Series 63, Series 7, Series 24, Mutual Funds, Series 55, Series 66, Trade Execution
Education
University of Michigan
Bachelor's degree, Economics
CP Language Institute December 2009 - Present
Bank of America Merrill Lynch March 2005 - December 2009
Citi March 2003 - March 2005
Education
University of Michigan
Bachelor of Arts (B.A.), Communication and Media Studies