Bank of America Merrill Lynch

Description

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

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

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Tara Henderson-Delgado, PMP Tara Henderson-Delgado, PMP Chicago, Illinois Details
Tara Henderson-Delgado, PMP's Bank of America Merrill Lynch Experience September 2007 - Present
Job Vice President, Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   September 2007 - Present
Bank of America Merrill Lynch   2007 - 2011
ABN AMRO / LaSalle / Bank of America   2007 - 2009
LaSalle Global Trust Services  2007 - 2009
LaSalle Bank / Bank of America  2007 - 2008
LaSalle Bank  2007 - January 2007
Bank of America  1997 - 2003

Skills
Process Improvement, Business Analysis, Program Management, Business Process..., Business Strategy, Change Management, Coaching, MS Project, Management, Management Consulting, Organizational..., PMO, PMP

Education
University of Missouri-Saint Louis   1992 — 1999

University of Missouri-Columbia   1989 — 1991

Gray Cannon Gray Cannon Atlanta, Georgia Details
Gray Cannon's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Senior Consultant Interactive Experience at IBM
Industry Management Consulting
Experience
IBM Global Business Services  June 2014 - Present
IBM Global Business Services  September 2012 - May 2014
Bank of America Merrill Lynch   June 2011 - August 2011
Inmar  June 2010 - August 2010
Vector Marketing  June 2009 - August 2009

Skills
Web Analytics, MS PowerPoint, Strategy, Bloomberg, Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Office, Consulting, Sales, SPIN Selling, Competitive Analysis, Business Development, Quality Assurance, PowerPoint, Bloomberg Professional, Market Research, Financial Modeling, Leadership, Project Management, Digital Strategy

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Bachelor of Science (B.S.), Business Administration

Beth Silverstein Beth Silverstein Charlotte, North Carolina Details
Beth Silverstein's Bank of America Merrill Lynch Experience March 2011 - Present
Job Senior Vice President, Human Resources Manager, Bank of America Merill Lynch
Industry Human Resources
Experience
Bank of America Merrill Lynch   March 2011 - Present
Bank of America  July 2008 - March 2011
Charlotte Mecklenburg Schools  July 2000 - June 2006

Skills
Talent Management, Performance Management, Leadership Development, Succession Planning, Coaching, Organizational..., Strategic Planning, Employee Relations, Mentoring, Customer Relations, Onboarding, Team Building, Organizational Design, Management Consulting, Customer Service, Employee Engagement, Human Resources

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2006 — 2008
MBA

University of North Carolina at Chapel Hill   1997 — 1999
Bachelor of Arts (BA), Education

rhonda denning rhonda denning Las Vegas, Nevada Details
rhonda denning's Bank of America Merrill Lynch Experience April 2012 - April 2013
Job Private Banking Assistant at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc.  April 2013 - Present
Merrill Lynch  June 2012 - April 2013
Bank of America Merrill Lynch   April 2012 - April 2013

Skills
Rhonda M. Denning, Banking, Investments, Sales, Marketing, Management, Strategic Planning, Credit, Operations Management, Business Development, Salesforce.com, Customer Service, Mortgage Lending, Loans, Series 7, Access

Education
University of Nevada-Las Vegas   1985 — 1985

The University of Montana   1982 — 1983

Parin Gangar Parin Gangar San Francisco Bay Area Details
Parin Gangar's Bank of America Merrill Lynch Experience August 2008 - January 2012
Job Account Manager
Industry Information Technology and Services
Experience
L&T Infotech  January 2014 - Present
L&T Infotech  February 2012 - March 2014
Bank of America Merrill Lynch   August 2008 - January 2012
Patni Computer Systems Ltd  November 2004 - July 2008
Endee Engineers Pvt. Ltd.   May 2004 - August 2004
Protolab Electrotechnologies Pvt. Ltd.   March 2004 - April 2004
Electronics Engineer (R&D)   September 2003 - February 2004

Skills
COBOL, JCL, CICS, VSAM, DB2, IDMS, Agile Methodologies, ITIL, SDLC, User Acceptance Testing, IBM Mainframe, Project Management, Production Support, Testing, Management, Program Management, SOA, Mainframe, Software Project..., Quality Center, Requirements Analysis, Data Warehousing, MongoDB, Oracle, Unix Shell Scripting, Basics of Unix, Basics of Abinitio, Basics of Sql Server..., Distributed Team..., Off-shore Team..., Management of..., Unix, Business Analysis, Requirements Gathering, PMP, Software Development, SQL, Leadership

Education
University of Mumbai   1999 — 2003
Bachelor, Electronics & Telecommunication

Matthew Yoder Matthew Yoder Los Angeles, California Details
Matthew Yoder's Bank of America Merrill Lynch Experience July 2012 - November 2013
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  January 2014 - Present
Bank of America Merrill Lynch   July 2012 - November 2013
Morgan Creek Capital Management  March 2012 - May 2012
Beasley Multimedia Center   September 2009 - December 2011
University of North Carolina at Chapel Hill  August 2009 - December 2011

Skills
Investment Banking, Financial Modeling, Data Analysis, Private Equity, Valuation, Bloomberg Terminal, Financial Analysis, Bloomberg, Corporate Finance

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
BSBA, Finance

University of North Carolina at Chapel Hill
BSBA, Business

Brannon Ferguson Brannon Ferguson Charlotte, North Carolina Area Details
Brannon Ferguson's Bank of America Merrill Lynch Experience February 2007 - June 2010
Job Business Analyst
Industry Banking
Experience
Wells Fargo  December 2014 - March 2015
Maxim Tickets, Inc. PSL Source, LLC   March 2013 - September 2014
Capital Bank  September 2010 - March 2013
Bank of America Merrill Lynch   February 2007 - June 2010

Skills
US GAAP, IFRS, Tax & Regulation, Financial Risk..., Forecasting Analysis, Costing Fundamentals &..., Microsoft Excel, Microsoft Word, Hyperion, Moody's Financial..., Sarbanes-Oxley Act, Financial Analysis, Finance, Banking, Portfolio Management, Analysis, Credit Risk, Risk Management, Credit, Financial Modeling, Forecasting, Strategy, Commercial Banking, Microsoft SQL Server

Education
University of Phoenix   2007 — 2008
Master of Business Administration (M.B.A.), Accounting and Business/Management

University of North Carolina at Charlotte   2002 — 2006
Bachelor's Degree, Accounting

Cindy Santilena, CCIM Cindy Santilena, CCIM Las Vegas, Nevada Details
Cindy Santilena, CCIM's Bank of America Merrill Lynch Experience July 2014 - Present
Job VP, SBA Lending at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
TMC Financing  August 2007 - July 2014
TMC Financing  August 2007 - January 2011
Nevada State Development Corporation  May 2005 - September 2007
Bank of America  1998 - 2005

Skills
Small Business Lending, Commercial Mortgages, Loans, Commercial Real Estate, Finance, Commercial Lending, Credit, Underwriting, Credit Analysis, Financial Analysis, Banking, Real Estate Development, SBA 504, SBA, Real Estate, Investment Properties, Real Estate Economics, Business Development, Financial Services, Mortgage Lending, Small Business, Real Estate Financing, Real Estate Transactions, Funding, Loan Origination, FHA, Asset Based Lending, Sales, Construction Loans

Education
University of Nevada-Reno   1998 — 2001
BS, Economics & International Business

Patricia Bajuelo Patricia Bajuelo Greater New York City Area Details
Patricia Bajuelo's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job M&A Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  March 2015 - Present
Deutsche Bank  July 2014 - February 2015
Carolina Kick-Start, NC TraCs   September 2012 - May 2014
Bank of America Merrill Lynch   June 2013 - August 2013

Skills
Microsoft Excel, Data Analysis, Entrepreneurship, Research, Community Outreach

Education
University of North Carolina at Chapel Hill   2010 — 2014
B.A. Economics, minor Mathematics

Paul Jung Paul Jung Greater St. Louis Area Details
Paul Jung's Bank of America Merrill Lynch Experience August 2011 - September 2013
Job PCG Consultant — Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2013 - Present
Bank of America Merrill Lynch   August 2011 - September 2013
Bank of America Merrill Lynch   September 2010 - April 2011
BB&T  June 2010 - August 2010

Skills
Operations Management, Process Improvement, Securities, Project Management, Economics, Fixed Income, Debt Settlement, Operational Risk..., Trading, Wealth Management..., Quantitative Analytics, Data Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Business Strategy, Business Analysis

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics

CJ Feagles CJ Feagles New York, New York Details
CJ Feagles's Bank of America Merrill Lynch Experience July 2014 - Present
Job Treasury Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   July 2013 - July 2014

Skills
Financial Analysis, Data Analysis, Leadership, Finance, Microsoft Excel, Treasury Management, Banking, Financial Services, Treasury Services

Education
University of North Carolina at Chapel Hill   2009 — 2013
Bachelor of Arts (B.A.), Communications

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2012
Business Certificate

Katherine Cardwell Katherine Cardwell Atlanta, Georgia Details
Katherine Cardwell's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Analyst Consultant at Insight Sourcing Group
Industry Management Consulting
Experience
Bank of America Merrill Lynch   June 2013 - August 2013
STAR Consulting   January 2013 - May 2013
UNC Kenan-Flagler  July 2012 - August 2012
Kangaroo Express, an operating trade name of The Pantry, Inc.   January 2011 - May 2011

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2014

Lorenzo de Medici Institute   2012 — 2012

Isa Eugenio Isa Eugenio Greater New York City Area Details
Isa Eugenio's Bank of America Merrill Lynch Experience June 2014 - Present
Job Strategy Analyst at Accenture
Industry Financial Services
Experience
Accenture  February 2015 - Present
Bank of America Merrill Lynch   June 2014 - Present
St. James’s Place Wealth Management   June 2013 - August 2013
Theatre Delta   August 2012 - December 2012
YMCA Camp High Harbor  June 2008 - August 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership Development, Stata, Workflow Management, Project Delivery, Cross-functional Team..., Financial Audits, Market Research, Intranet Portals, Time Series Analysis, International Business, Communication Skills, Client Relations Skills, Microsoft Exchange, Forecasting

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2015
Bachelor of Science (BS), Business Administration, Junior

Myers Park High School   2008 — 2011

Covell Adams Covell Adams Charlotte, North Carolina Area Details
Covell Adams's Bank of America Merrill Lynch Experience November 2010 - June 2012
Job Director, ABF Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2015 - Present
The Structured Finance Industry Group, Inc.   July 2013 - Present
Wells Fargo Securities  July 2012 - Present
Bank of America Merrill Lynch   November 2010 - June 2012
Banc of America Securities LLC  December 2005 - November 2010
Bank of America  October 2000 - December 2005
Bank of America  June 2000 - October 2000

Skills
Capital Markets, Structured Finance, Fixed Income, Credit Analysis, Investment Banking, Securities, Series 7, Banking, Hedge Funds, Derivatives, Bonds

Education
University of North Carolina at Chapel Hill   1996 — 2000
BA, American History

University of North Carolina at Chapel Hill   1996 — 2000
Bachelor of Arts (B.A.), History

Robert Cashion, CPA Robert Cashion, CPA Charlotte, North Carolina Area Details
Robert Cashion, CPA's Bank of America Merrill Lynch Experience June 2007 - March 2012
Job Director, Middle Market Banking Group
Industry Banking
Experience
TD Bank  January 2015 - Present
SunTrust Robinson Humphrey  March 2012 - December 2014
Bank of America Merrill Lynch   June 2007 - March 2012
Davidson Capital Advisors   January 2001 - June 2007
Bank of America Merrill Lynch   December 1995 - December 2000
The Finley Group   May 1993 - December 1995

Skills
Capital Markets, Investment Banking, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Due Diligence, Debt Restructuring, Restructuring, Financial Services, Management, Investments, Risk Management, Finance, Banking, Portfolio Management, Financial Modeling, Commercial Banking

Education
University of North Carolina at Chapel Hill

University of North Carolina at Charlotte
Master of Business Administration (MBA)

Navin Parwani Navin Parwani Charlotte, North Carolina Details
Navin Parwani's Bank of America Merrill Lynch Experience September 2007 - July 2010
Job IT Recruiting & Talent Acquisition Manager
Industry Staffing and Recruiting
Experience
Sherpa  June 2015 - Present
Euclid Innovations Inc  August 2014 - May 2015
Tech Mahindra Business Services  July 2010 - January 2014
Bank of America Merrill Lynch   September 2007 - July 2010
IBM Global Process Services  2003 - 2007

Skills
Microsoft Office, Management, Project Management, Customer Service, Operations Management, Bookkeeping, Payroll Administration, ADP Payroll, E-Verify, Invoicing, Staffing Coordination, Onboarding, Vendor Management, QuickBooks, Troubleshooting, Background Checks, Visas, Phone System..., Domain Management, Fax, Applicant Tracking..., Leadership, Corp-Corp, SOW, Recruiting, Conflict Resolution, Marketing, Paralegals, COBRA, Group Insurance, Temporary Staffing, PeopleSoft, Taleo, IRS

Education
University of Mumbai   2001 — 2003
Bachelor's Degree

Shawn Menz Shawn Menz Greater New York City Area Details
Shawn Menz's Bank of America Merrill Lynch Experience July 2011 - May 2014
Job Investments Associate at GCM Grosvenor
Industry Real Estate
Experience
GCM Grosvenor  May 2014 - Present
Bank of America Merrill Lynch   July 2011 - May 2014
Big Timber Lake Camping Resort   March 2007 - July 2009
T.W. Lewis   July 2005 - February 2007

Skills
Business Strategy, Real Estate, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Investments, Mergers & Acquisitions, Data Analysis, Strategic Planning, Capital Markets, Private Equity, Microsoft Excel, Asset Management

Education
UNC Kenan-Flagler Business School   2009 — 2011
Master of Business Administration (MBA), Real Estate / Finance

University of Virginia   2001 — 2005
Bachelor of Science (B.S.), Systems Engineering

Eliza Schuster Eliza Schuster Greater Boston Area Details
Eliza Schuster's Bank of America Merrill Lynch Experience June 2015 - Present
Job VP: Northeast Division Product Manager for Preferred Rewards and Retirement
Industry Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America  January 2014 - Present
Bank of America  August 2012 - October 2013
Bank of America  May 2011 - August 2012
KeyBank  February 2011 - April 2011
KeyBank  July 2010 - February 2011
Key Bank  August 2009 - July 2010
Breaking New Grounds  May 2008 - November 2008
Rainier Communications  September 2006 - May 2008
The Children's Place  December 2006 - August 2007

Skills
Team Management, Leadership Development, Sales Management, Finance, Banking, Credit, Customer Service, Commercial Banking, Sales, Loans, Commercial Lending, Coaching, Account Management, Mortgage Lending, Cash Management, Marketing, Relationship Management, Financial Analysis, Retail Banking, Credit Analysis, Mortgage Banking, Cross Selling, Risk Management, Financial Services, Consumer Lending, Leadership, Management, Strategy, Small Business Lending, Lines Of Credit, Loan Origination, Credit Cards, Portfolio Management, Branch Management, Residential Mortgages, Credit Risk

Education
University of New Hampshire   2005 — 2009
Bachelor of Arts, English, Psychology, Classics

Bancroft School   2001 — 2005

Mike Pavicich Mike Pavicich Las Vegas, Nevada Details
Mike Pavicich's Bank of America Merrill Lynch Experience November 2011 - August 2013
Job Senior Market Manager, Gaming & Entertainment at Orbitz Worldwide
Industry Hospitality
Experience
Orbitz Worldwide  June 2014 - Present
SLS Hotel & Casino Las Vegas  August 2013 - June 2014
Bank of America Merrill Lynch   November 2011 - August 2013
Station Casinos Inc.  March 2008 - November 2011
Bank of America  September 2006 - March 2008
Hard Rock Hotel  September 2003 - September 2006
Park Hyatt Los Angeles  August 1999 - September 2003

Skills
Sales Management, Portfolio Management, Alternative Investments, Series 7, Estate Planning, Mortgage Lending, Customer Service, Loans, Sales, Strategic Planning, Insurance, Financial Analysis, Real Estate, Hotels, Sales Operations, Budgets, Hospitality Industry, Revenue Analysis, Hospitality Management, Meeting Planning, Food & Beverage, Hotel Management, Resorts, Casino, Front Office, Catering, Tourism, Restaurants, Yield Management, Pre-opening, Leisure, Customer Satisfaction, Property Management..., Corporate Events, Hotel Booking, Micros, Banquets, Revenue Forecasting, Restaurant Management, Forecasting, Hiring, P&L, Trade Shows, Event Management, Wine, Casino Marketing, Marketing, New Business Development, MICROS

Education
University of Nevada-Las Vegas   1995 — 1999
Bachelor's degree

Jamie Pacala Jamie Pacala New York, New York Details
Jamie Pacala's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Associate at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital  September 2015 - Present
Merrill Lynch  2012 - August 2015
UNC Kenan-Flagler Business School  June 2010 - November 2012
Bank of America Merrill Lynch   June 2011 - August 2011
James G. Davis Construction  July 2007 - June 2010

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2012
MBA, Real Estate, Finance

Vanderbilt University   2003 — 2007
Engineering

Joseph Massaro Joseph Massaro Jacksonville, Florida Area Details
Joseph Massaro's Bank of America Merrill Lynch Experience October 2010 - Present
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2010 - Present
Bank of America Merrill Lynch   April 2006 - October 2010
Merrill Lynch  June 2001 - April 2006

Skills
Retirement Planning, FINRA, Defined Benefit, Equities, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Retirement, 401k, Securities, Alternative Investments, Asset Allocation, Asset Management, Banking, Bonds, Budgets, CRM, Client Services, Coaching, Customer Service, Defined Contribution, Employee Benefits, Financial Advisory, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Marketing, Options, Pensions, Portfolio Management, Recruiting, Relationship Management, Risk Management, Sales, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Uniform Combined State..., Wealth Management

Education
University of Mount Union   1985 — 1989
B.A. in Business, Finance and Economics

Asmita Sangepag Asmita Sangepag Greater New York City Area Details
Asmita Sangepag's Bank of America Merrill Lynch Experience July 2012 - Present
Job Technology Analyst at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch   July 2012 - Present
Goldman Sachs  June 2011 - August 2011

Skills
Risk Management

Education
NYU Graduate School Of Arts & Sciences   2010 — 2012
MS, Information Systems

University of Mumbai   2006 — 2010
Bachelor of Engineering, Computer Engineering

Mirza Selimbegovic Mirza Selimbegovic Mclean, Virginia Details
Mirza Selimbegovic's Bank of America Merrill Lynch Experience May 2011 - Present
Job Vice President, Ultra High Net Worth Banker at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   May 2011 - Present
Bank of America Merrill Lynch   March 2009 - May 2011
Bank of America  May 2006 - March 2009
Bank of America  January 2005 - May 2006
US Cellular  January 2003 - September 2004

Skills
Management, Loans, Investments, Banking, Relationship Management, Credit, Wealth Management, Portfolio Management, Financial Analysis, Business Development

Education
University of North Carolina at Asheville   1997 — 2002
Bachelor of Science, Management

Max Wasser Max Wasser New York, New York Details
Max Wasser's Bank of America Merrill Lynch Experience July 2015 - Present
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
McColl Partners  May 2013 - June 2013
Commercial Defeasance  May 2012 - June 2012

Education
University of North Carolina at Chapel Hill   2011 — 2015
Bachelor of Science, Business Administration

Cullen Clark Cullen Clark Charlotte, North Carolina Area Details
Cullen Clark's Bank of America Merrill Lynch Experience June 2009 - August 2009
Job Management Consultant Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  2013 - Present
Wells Fargo & Co.   2012 - 2013
Wells Fargo Advisors  2010 - 2012
Bank of America Merrill Lynch   June 2009 - August 2009

Skills
Series 7, Series 66, Retirement, Financial Advisory, Financial Modeling

Education
University of North Carolina at Chapel Hill   2006 — 2010
Economics and Entrepreneurship

Graham Carroll Graham Carroll Greater New York City Area Details
Graham Carroll's Bank of America Merrill Lynch Experience June 2009 - June 2012
Job VP of Operations at Tutum, Inc.
Industry Information Technology and Services
Experience
Tutum, Inc.   May 2014 - Present
Bank of America Merrill Lynch   June 2009 - June 2012
Merrill Lynch  May 2007 - August 2007
Merrill Lynch  May 2006 - August 2006

Skills
Due Diligence, Valuation, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Series 63, Series 79, FINRA, Finance, Microsoft Excel, Spanish, Corporate Finance

Education
University of North Carolina at Chapel Hill   2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurship

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2009
Master of Accounting, Tax

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2004 — 2008
Bachelor of Science, Business Administration

Travis Burns Travis Burns Greater Chicago Area Details
Travis Burns's Bank of America Merrill Lynch Experience March 2003 - May 2012
Job Relationship Manager at HSBC Bank USA N.A.
Industry Banking
Experience
HSBC  July 2012 - Present
Bank of America Merrill Lynch   March 2003 - May 2012
LaSalle Bank  March 2003 - October 2007
US Bank  November 2000 - March 2003
UMB Bank  May 1995 - November 2000

Skills
Commercial Banking, Middle Market, Asset Based Lending, Banking, Corporate Finance, Credit, Credit Risk, Financial Modeling, Investment Banking, Treasury Management, Commercial Lending, Credit Analysis, Finance, Financial Analysis, Portfolio Management

Education
University of Nebraska-Lincoln   1990 — 1995
Bachelor of Science (BS), Finance, General

Phillip Worden Phillip Worden Kansas City, Missouri Area Details
Phillip Worden's Bank of America Merrill Lynch Experience June 1989 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 1989 - Present
Konza Valley Capital Incorporated   October 2000 - Present

Skills
Commercial Lending, Private Equity, Mergers, Investment Banking, Portfolio Management, Mergers & Acquisitions, Due Diligence, Middle Market, Risk Management, Commercial Banking, Corporate Finance, Business Valuation, Leveraged Finance, Capital Markets, Credit Analysis, Valuation, Financial Structuring, Finance

Education
University of Missouri-Kansas City   1990 — 1992
MBA, Finance

University of Missouri-Kansas City   1984 — 1989
BSBA, Finance & Economics

Carlene Plummer, CTP Carlene Plummer, CTP Greater St. Louis Area Details
Carlene Plummer, CTP's Bank of America Merrill Lynch Experience October 2010 - July 2015
Job Divisional Customer Service Manager, Southern Division of Wells Fargo N.A.
Industry Financial Services
Experience
Wells Fargo  August 2015 - Present
Bank of America Merrill Lynch   October 2010 - July 2015
Amegy Bank of Texas  October 2009 - October 2010
Bank of America  June 2007 - February 2009
National City Bank  August 2005 - June 2007
Bank of America  August 2001 - August 2005

Skills
Banking, Treasury Management, Investments, Liquidity Management, Finance, Treasury Services, Commercial Banking, Credit Analysis, Credit Risk, Portfolio Management, Payments, Relationship Management, Financial Analysis, Financial Transactions, Credit Cards, Financial Institutions, ACH, Financial Risk, Financial Services, Internet Banking, Core Banking, Banking Relationships, Cash Flow Forecasting, Cash Management, Risk Management, Process Improvement

Education
Webster University   2004 — 2007
M.B.A., Finance

University of Missouri-Saint Louis   1993 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies

Kenny Thompson Kenny Thompson Charlotte, North Carolina Details
Kenny Thompson's Bank of America Merrill Lynch Experience July 2007 - May 2012
Job Senior Associate at Red Ventures
Industry Financial Services
Experience
Red Ventures  June 2015 - Present
T. Rowe Price  June 2014 - August 2014
Bank of America Merrill Lynch   July 2007 - May 2012

Skills
Capital Markets

Education
University of Virginia - Darden Graduate School of Business Administration   2013 — 2015
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2003 — 2007

Beth Bauguess Beth Bauguess Charlotte, North Carolina Area Details
Beth Bauguess's Bank of America Merrill Lynch Experience February 2010 - March 2012
Job Operations at WestEnd Advisors
Industry Investment Banking
Experience
WestEnd Advisors   March 2012 - Present
Bank of America Merrill Lynch   February 2010 - March 2012
Banc of America Securities  May 2009 - February 2010
Banc of America Securities  July 2008 - May 2009
Bank of America  March 2006 - July 2008
Banc of America Securities  August 2005 - March 2006
Bank of America  June 2004 - August 2005
Banc of America Investment Services Inc.  2001 - 2004
DLJdirect  1999 - 2001
First Union Brokerage Services  1998 - 1999

Skills
Options, Analysis, Portfolio Management, Investment Banking, Financial Risk, Asset Management, Mutual Funds, Investments, Trading, Finance, Equities, Securities, Fixed Income

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Corporate Communication, Mathematics

Jill Brady Jill Brady Greater New York City Area Details
Jill Brady's Bank of America Merrill Lynch Experience October 1990 - Present
Job Travel Manager at Bank of AmericaMerrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 1990 - Present
Carlson Wagonlit Travel  1987 - 1990

Skills
Business Travel, Travel Management, RFP, Tourism, Sabre

Education
University of North Carolina at Chapel Hill

Samir Randive, CFA Samir Randive, CFA Greater New York City Area Details
Samir Randive, CFA's Bank of America Merrill Lynch Experience April 2006 - October 2010
Job at OTC Global Holdings
Industry Information Technology and Services
Experience
OTC Global Holdings LP  March 2013 - Present
Knight Equity Markets  October 2010 - February 2013
Bank of America Merrill Lynch   April 2006 - October 2010
Putnam Investments  September 2004 - March 2006
State Street Bank  September 2002 - August 2004
Shaydes Systems LLC   2000 - 2002
Patni Computer Systems  1998 - 2000

Skills
Fixed Income, Trading Systems, Equities, Sybase

Education
CFA Institute

University of Mumbai
BE, Civil

Luis Caldas Luis Caldas Chapel Hill, North Carolina Details
Luis Caldas's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
Banco Santander  February 2012 - May 2014
Banco Santander  October 2010 - January 2012
Banco Santander  September 2009 - September 2010
Mercedes-Benz do Brasil  April 2008 - August 2009

Skills
Investment Banking, Banking, Bloomberg Terminal, FactSet, Capital IQ, Visual Basic, Analytical Skills, Project Management, International Business, Interpersonal Skill, Problem Solving, Access Database, Finance, Valuation, Mergers & Acquisitions

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2014 — 2016
Master of Business Administration (MBA), Concentration in Finance

Escola de Engenharia Mauá   2005 — 2010
Bachelor of Engineering (B.E.), Industrial Engineering

Arijit Ain Das Arijit Ain Das New York, New York Details
Arijit Ain Das's Bank of America Merrill Lynch Experience July 2005 - May 2014
Job Self Employed
Industry Investment Banking
Experience
Solstice Analytics Inc.   July 2014 - Present
Bank of America Merrill Lynch   July 2005 - May 2014
Credit Suisse First Boston  November 2004 - July 2005
SunGard  October 2003 - November 2004
RMH Teleservices  December 2002 - October 2003
Database Solutions  March 1999 - December 2002
ADP  November 1997 - February 1999
Peerless Technologies Ltd.   November 1994 - October 1997

Skills
Trading Systems, Sybase, Derivatives, FX Options, Options, Fixed Income, Equities, Capital Markets, Equity Derivatives, Risk Management, Investment Banking, Electronic Trading, SDLC, Swaps, Credit Derivatives, Low Latency, SOA, Equity Trading, Market Data, WCF, Market Risk, Quantitative Finance, Trading, FX trading, Interest Rate..., Structured Products, Bloomberg, Financial Markets

Education
University Of North Bengal   1989 — 1993
Bachelor's Degree, Electrical Engineering, 1st Class

South Point High School   1974 — 1986
Secondary

Sanya Valeva Sanya Valeva Cleveland, Ohio Details
Sanya Valeva's Bank of America Merrill Lynch Experience May 2007 - July 2013
Job Senior Vice President at KeyBank National Association
Industry Banking
Experience
KeyBank National Association  July 2013 - Present
Bank of America Merrill Lynch   May 2007 - July 2013
Banc of America Securities LLC  July 2005 - May 2007
Societe Generale New York   May 2004 - August 2004

Skills
Leveraged Finance, Portfolio Management, Financial Modeling, Investment Banking

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2003 — 2005
Master of Business Administration (MBA), Corporate Finance

University Louis Pasteur - Strasbourg, France
BS, Finance

George Zittel George Zittel New York, New York Details
George Zittel's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2014 - August 2014
West End Capital   July 2013 - August 2013
NorthMarq Capital  May 2013 - June 2013
Eminent Energy S.A.   June 2012 - July 2012

Education
UNC Kenan-Flagler Business School   2013 — 2015
BSBA, Corporate Finance

University of North Carolina at Chapel Hill   2011 — 2015
BSBA, Business Administration, Management and Operations

Nicholas Armstrong Nicholas Armstrong New York, New York Details
Nicholas Armstrong's Bank of America Merrill Lynch Experience March 2015 - Present
Job Associate | Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2015 - Present
Olin Business School  July 2013 - March 2015
Citi  June 2014 - August 2014
Barry-Wehmiller Companies, Inc  June 2013 - August 2013
US Army  June 2006 - August 2013

Education
Washington University in St. Louis - Olin Business School   2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments

US Army Field Artillery Captains Career Course   2011 — 2011

University of North Carolina at Chapel Hill   2002 — 2006
Bachelor of Arts, Peace, War, and Defense

Matt McInnis Matt McInnis Greater St. Louis Area Details
Matt McInnis's Bank of America Merrill Lynch Experience October 2011 - April 2013
Job Recruiter
Industry Human Resources
Experience
Cielo - Providing Recruiting Services for RAI   April 2013 - Present
Bank of America Merrill Lynch   October 2011 - April 2013
Edward Jones  June 2006 - October 2011
Health Facility Staffing   April 2005 - June 2006
Enterprise Rent-A-Car  January 2003 - April 2005

Skills
Internet Recruiting, Recruiting, Talent Acquisition, Hiring Practices, Competency Based..., Sourcing, Screening Resumes, Human Resources, College Recruiting, Interviews, Employee Relations, Hiring, Staffing Services, Temporary Placement, Applicant Tracking..., Technical Recruiting, Executive Search, Taleo, Benefits Negotiation, Screening

Education
University of Missouri-Columbia
Bachelors of Arts

William D. Spry, III William D. Spry, III New York, New York Details
William D. Spry, III's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
Jacobs Capital, LLC   May 2012 - August 2012
Kilpatrick Townsend & Stockton LLP - Washington, D.C.   July 2011 - July 2011
Pence-Friedel Developers, Inc.   September 2007 - July 2010
Union Baincaire Privee Asset Management LLC   June 2006 - July 2006
Magnolia Partners   June 2003 - July 2003

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2014
MBA, Concentration in Corporate Finance and Real Estate

University of North Carolina at Chapel Hill - School of Law   2010 — 2014
JD

Yale University   2003 — 2007
BA, History

Talha Alvie Talha Alvie Charlotte, North Carolina Area Details
Talha Alvie's Bank of America Merrill Lynch Experience June 2012 - Present
Job Commodity Derivatives Sales
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2012 - Present
Goldman Sachs  June 2011 - August 2011

Skills
Financial Analysis, Financial Modeling, Equity Research

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Bachelor of Science, Business Administration with concentration in Finance

Jeff Coulter Jeff Coulter San Francisco, California Details
Jeff Coulter's Bank of America Merrill Lynch Experience July 2008 - June 2011
Job Chief Executive Officer at Real Estate with Honors
Industry Financial Services
Experience
Real Estate with Honors   October 2013 - Present
H.I.G. Capital   July 2011 - September 2014
Bank of America Merrill Lynch   July 2008 - June 2011

Skills
Financial Modeling, Investment Banking, Capital Markets, Private Equity, Industry Research, Valuation, Restructuring, Bankruptcy, Special Situations, Credit Analysis, Distressed Debt, Equity Research, Financial Analysis, Investments, Equities, DCF, Equity Capital Markets, Alternative Investments, High Yield, LBO, Leveraged Finance, M&A experience, Debt Restructuring, IPO, Due Diligence, Hedge Funds, Corporate Finance, Capital IQ, Corporate Development, Private Placements, Buyouts, Financial Structuring, Portfolio Management, Mergers & Acquisitions, Growth Capital, Mezzanine, Capital, Emerging Markets, Structured Finance, Bonds, Business Valuation, Venture Capital, Recapitalizations, Investor Relations

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2004 — 2008
BSBA, Business, Economics, Spanish

Allison Burgun Allison Burgun Charlotte, North Carolina Area Details
Allison Burgun's Bank of America Merrill Lynch Experience October 2009 - June 2010
Job Corporate Finance, Capital Markets and Investor Relations Professional
Industry Banking
Experience
U.S. Bank   August 2014 - Present
Ally Financial Inc.  June 2010 - August 2014
Bank of America Merrill Lynch   October 2009 - June 2010
Banc of America Securities  March 2004 - February 2009
William R. Hough & Co. (RBC Dain Rauscher Inc.)   July 2003 - February 2004
Wachovia Corp  1998 - 2001

Skills
Contract Negotiation, Documentations, Financial Analysis, Loans, Corporate Finance, Due Diligence, Restructuring, Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Banking, Capital Markets, Credit Analysis, Equities, Commercial Lending, Valuation, Credit, Risk Management

Education
Vanderbilt University - Owen Graduate School of Management   2001 — 2003
MBA, Finance and Accounting

University of North Carolina at Charlotte   1996 — 1998
BSBA, Bachelor of Science in Business Administration, Major in Finance, May 1998

Virginia Polytechnic Institute and State University   1994 — 1996

Greensboro Day School   1987 — 1994

Margaret Anagnos Margaret Anagnos New York, New York Details
Margaret Anagnos's Bank of America Merrill Lynch Experience June 2015 - Present
Job Student, University of North Carolina at Chapel Hil
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
SunTrust Robinson Humphrey  June 2014 - Present

Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Research, Microsoft Word, Risk Management, Event Planning, Social Networking

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2016

Ryan Geary Ryan Geary Miami Beach, Florida Details
Ryan Geary's Bank of America Merrill Lynch Experience June 2008 - June 2010
Job H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital   June 2015 - Present
Lookout Capital   February 2014 - September 2014
H.I.G. Capital   July 2010 - June 2013
Bank of America Merrill Lynch   June 2008 - June 2010

Skills
Financial Modeling, LBO, Corporate Finance, Mergers, Due Diligence, Investment Banking, Investments, Capital Markets, Mergers & Acquisitions, Financial Analysis, Finance, Strategy, Private Equity, Equities, Valuation

Education
UNC Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA)

UNC Chapel Hill   2004 — 2008
Bachelor of Science (B.S.), Business Administration - Finance

Lekith Lokesh Lekith Lokesh Greater New York City Area Details
Lekith Lokesh's Bank of America Merrill Lynch Experience February 2006 - February 2011
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  November 2013 - Present
Barclays Capital  March 2011 - August 2013
Bank of America Merrill Lynch   February 2006 - February 2011

Skills
Capital Markets, Financial Reporting, Banking, ABS, Fixed Income, Investment Banking, Bonds, Due Diligence, Valuation, Risk Management, Financial Analysis, Corporate Finance, Credit Analysis, Financial Modeling, Strategic Financial..., Peer-to-peer, Residential Mortgages, Structured Finance, Hedge Funds, Securities, Equities, Derivatives, Bloomberg

Education
University of North Carolina at Chapel Hill   2001 — 2005
BA, Economics

Kyle Valley Kyle Valley Greater Los Angeles Area Details
Kyle Valley's Bank of America Merrill Lynch Experience June 2009 - February 2011
Job at Majestic Realty Co.
Industry Real Estate
Experience
Majestic Realty Co.  July 2011 - Present
Bank of America Merrill Lynch   June 2009 - February 2011

Skills
Real Estate, Real Estate Economics, Disposition, Brokerage, Financial Modeling, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Leases, Asset Managment, Investment Properties, Commercial Real Estate, Asset Management, Loans, Tenant, Portfolio Management, Lease Negotiations, Valuation, Property Management, Landlords, Land Acquisition, Entitlements

Education
University of Southern California - Marshall School of Business   2006 — 2009
BS, Real Estate Finance

University of Nevada-Las Vegas   2005 — 2006

David Boast David Boast Charlotte, North Carolina Details
David Boast's Bank of America Merrill Lynch Experience 2015 - 2015
Job Technology MBA
Industry Financial Services
Experience
Bank of America Merrill Lynch   2015 - 2015
Bank of America Merrill Lynch   2015 - 2015
Intel Corporation  May 2013 - July 2013
Deloitte Consulting  November 2010 - April 2012
United States Marine Corps  November 2008 - November 2010
United States Marine Corps  January 2006 - November 2008
Qwest  June 2001 - August 2002
Broadband Office, Inc   June 2000 - August 2000

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA), Operations Management Corporate Finance

Virginia Tech   2000 — 2005
Bachelor of Science (B.S.), Business Information Technology Management

Virat Mehta Virat Mehta Raleigh-Durham, North Carolina Area Details
Virat Mehta's Bank of America Merrill Lynch Experience July 2010 - October 2011
Job Director, Corporate Development at Quintiles
Industry Pharmaceuticals
Experience
Quintiles  April 2015 - Present
Quintiles  March 2014 - March 2015
Piper Jaffray  March 2014 - March 2014
Piper Jaffray  October 2011 - February 2014
Bank of America Merrill Lynch   July 2010 - October 2011
Jacobs Capital  May 2009 - October 2009
Accenture  September 2005 - June 2008
Accenture  August 2003 - August 2005

Skills
Mergers & Acquisitions, Investment Banking, Integration, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Due Diligence, Financial Analysis, Equities, Fixed Income, Mergers, Strategic Financial..., Venture Capital, Equity Research, Corporate Development, Hedge Funds

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
MBA, Corporate Finance

University of North Carolina at Chapel Hill   1999 — 2003
B.S., Computer Science

Scott Coblentz Scott Coblentz Charlotte, North Carolina Area Details
Scott Coblentz's Bank of America Merrill Lynch Experience August 2008 - April 2009
Job Director at Princeton Communities, LLC
Industry Commercial Real Estate
Experience
Princeton Communities, LLC   June 2014 - Present
Crescent Communities, LLC  June 2011 - June 2014
South Street Partners   May 2010 - August 2010
Bank of America Merrill Lynch   August 2008 - April 2009
Banc of America Securities  September 2005 - July 2008
Legg Mason  2004 - 2005

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Real Estate

Virginia Polytechnic Institute and State University - Pamplin College of Business   2000 — 2004
Bachelor of Science, Finance

Saahil Sajnani Saahil Sajnani New York, New York Details
Saahil Sajnani's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Associate Healthcare Investment Banking at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  June 2014 - Present
Ericsson (inCode)   July 2013 - May 2014
NYU Stern School of Business  August 2011 - May 2013
Bank of America Merrill Lynch   June 2012 - August 2012
Accenture  September 2009 - April 2011
Accenture  July 2008 - August 2009

Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Capital Markets, Equity Research, Finance, Venture Capital, Financial Analysis, Business Strategy, Competitive Analysis, Strategic Consulting, Market Research, DCF

Education
New York University, Stern School of Business   2011 — 2013
MBA, Finance and Strategy

Mumbai University   2004 — 2008
B.E., Engineering

Jai Hind College   2002 — 2004
HSC, Science

Manoj Arora Manoj Arora New York, New York Details
Manoj Arora's Bank of America Merrill Lynch Experience May 2010 - February 2014
Job Vice President at AIS Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2014 - Present
Bank Of America Merrill Lynch   May 2010 - February 2014
Ernst & Young  January 2002 - May 2010
Etensity  February 2001 - December 2001
L&T Infotech  1998 - 2001
Larsen and Toubro Infotech  1998 - 2001

Skills
Web Services, .NET, Mobile Applications, C#, Microsoft SQL Server, JavaScript, Agile Methodologies, Design Patterns, SDLC, Software Project..., Enterprise Architecture, SOA, Java, Agile Project Management, IT Strategy, Objective-C, Strategy, WCF, Android, Mobile Devices, Solution Architecture, iOS, HTML 5, ASP.NET, Web Applications, Scrum, JSON, ASP.NET AJAX, Mobile Product..., Technical Leadership, Mobile Device Management, TFS, Mobile Architecture, System Architecture, Cloud Computing, Database Design, REST, Frameworks, Mobile Security, Responsive Web Design, Amazon Web Services..., TDD, WPF, RESTful architecture, AngularJS, XACML, IBM BPM, Pega PRPC, WIF

Education
University of Mumbai   1994 — 1997
Bachelor of Engineering (B.E.), Computer Science

Ramrao Adik Institute of Technology (RAIT)   1993 — 1997
Bachelor of Engineering (B.E.), Computer Engineering

Jay McDowell, CFA Jay McDowell, CFA Charlotte, North Carolina Area Details
Jay McDowell, CFA's Bank of America Merrill Lynch Experience July 2010 - August 2013
Job Trader at Millennium Advisors, LLC
Industry Investment Management
Experience
Millennium Advisors, LLC   March 2015 - Present
TIAA-CREF  August 2013 - March 2015
Bank of America Merrill Lynch   July 2010 - August 2013
Banc of America Securities  June 2009 - August 2009
Wachovia Securities, LLC  February 2007 - June 2008
Evergreen Investments  September 2004 - January 2007
PricewaterhouseCoopers  August 2002 - September 2004

Skills
Corporate Finance, Leveraged Finance, High Yield, Financial Analysis, Financial Structuring, Credit Analysis, Investments, Management, Investment Banking, Loans, Fixed Income, Finance, Financial Modeling, Portfolio Management, Valuation, Private Equity, Equities, LBO, Trading, Capital Markets, Bloomberg, Asset Management, Credit

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
MBA, Corporate Finance

University of North Carolina at Chapel Hill   1998 — 2002
BSBA, Business Administration

Daniel Potton Daniel Potton Greater New York City Area Details
Daniel Potton's Bank of America Merrill Lynch Experience July 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
AREVA NP  June 2011 - July 2013
AREVA NP  June 2010 - June 2011

Skills
Power Plants, Energy, Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA), Corporate Finance

University of North Carolina at Charlotte   2010 — 2011
Master of Science, Electrical Engineering

University of North Carolina at Charlotte   2006 — 2010
Bachelor of Science, Electrical Engineering

Meredith Tate Meredith Tate New York, New York Details
Meredith Tate's Bank of America Merrill Lynch Experience May 2015 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
University of North Carolina at Chapel Hill  August 2013 - May 2015
Bank of America Merrill Lynch   June 2014 - August 2014
Linden Resources, Inc.   May 2013 - January 2014
International House  May 2012 - August 2012
Bank of America  May 2011 - May 2011

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2015
Bachelor’s Degree, B.S. Business Administration, minor in French

Providence Day School   2007 — 2011
High School

Virginia Pierrie Virginia Pierrie Charlotte, North Carolina Details
Virginia Pierrie's Bank of America Merrill Lynch Experience August 2015 - Present
Job Communications Specialist at Bank of America Merrill Lynch
Industry Public Relations and Communications
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America  June 2015 - August 2015
All Saints United Methodist Church   September 2011 - May 2015
Quintiles  August 2014 - November 2014
Quintiles  May 2014 - August 2014
Quintiles  May 2013 - August 2013
Schiller & Schiller, LLP   May 2012 - August 2012

Skills
Microsoft Office, Public Speaking, Project Management, Legal Research, Event Planning, Teaching, Media Monitoring, Public Relations, Associated Press style, Fundraising, Press Releases, Legal Writing, SharePoint, Research, Management, Writing, Social Media, Leadership, PowerPoint, Microsoft Excel, Editing, Internal Communications

Education
University of North Carolina at Chapel Hill   2011 — 2015
Bachelor of Arts (B.A.), Journalism and Mass Communications - Public Relations; English

Narendra Chokshi Narendra Chokshi Greater New York City Area Details
Narendra Chokshi's Bank of America Merrill Lynch Experience October 2010 - June 2013
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Jefferies LLC  September 2013 - Present
Bank of America Merrill Lynch   October 2010 - June 2013
Piper Jaffray  July 2008 - October 2010
Bear Stearns  July 2007 - June 2008
KPMG  June 1998 - June 2005

Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA, Corporate Finance

University of Mumbai   2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting

Institute of Chartered Accountants of India   1998 — 2001
Chartered Accountant, Accounting, Taxation

University of Mumbai   1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources

Cathedral & John Connon School   1983 — 1993
ICSE

Robert Duffy Dunn Robert Duffy Dunn Greater St. Louis Area Details
Robert Duffy Dunn's Bank of America Merrill Lynch Experience April 2009 - Present
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2009 - Present
Banc of America Investments  July 2007 - March 2009
WestBridge Bank & Trust   March 2006 - July 2007
Bank of America  June 2002 - March 2006

Skills
Commercial Lending, Investments, Financial Analysis, Mergers, Cash Flow, Strategic Planning, Loans, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Portfolio Management, Banking, Wealth Management, Financial Modeling

Education
University of Missouri-Columbia   1998 — 2002
Bachelor's, Finance and Banking, Economics

Dillon Vess Dillon Vess Raleigh-Durham, North Carolina Area Details
Dillon Vess's Bank of America Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Raymond James Investment Banking
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial, Inc.   January 2015 - May 2015
UNC Class of 2015   March 2014 - May 2015
Dixon Hughes Goodman LLP  May 2014 - August 2014
UNC FBLA-Phi Beta Lambda   August 2011 - August 2014
UNC General Alumni Association  August 2012 - January 2014
CMG Partners  May 2013 - August 2013
Bank of America Merrill Lynch   May 2012 - August 2012

Skills
Leadership, Business Development, Marketing, Microsoft Office, Project Management, Microsoft Excel, Entrepreneurship, Strategic Planning, Social Media, Finance, Management, Data Analysis, Portfolio Management, MS Project, Social Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Public Speaking, Corporate Finance, Financial Modeling, PowerPoint, Microsoft Word, Research, Direct Client..., Management Consulting

Education
UNC Kenan-Flagler Business School   2011 — 2015
Bachelor's Degree, Entrepreneurship & Finance

Mountain Heritage High School   2007 — 2011
High School, Mathematics, Chemistry, Statistics, Physics

The University of North Carolina   2011 — 2015
BSBA, Business and Political Science

Johnnie Parker Johnnie Parker New York, New York Details
Johnnie Parker's Bank of America Merrill Lynch Experience June 2015 - Present
Job People Oriented Visionary
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   June 2015 - Present

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Teamwork, Program Management

Education
NPower Technology Service Corps   2015 — 2015
CompTIA A+ Certification

University of New Orleans   2012 — 2014
Mechanical Engineering

Daniel Woodworth Daniel Woodworth Papillion, Nebraska Details
Daniel Woodworth's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Student at University of NebraskaLincoln
Industry Financial Services
Experience
ConAgra Foods  June 2015 - August 2015
Bank of America Merrill Lynch   June 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Time Management, Public Speaking, Customer Service

Education
University of Nebraska-Lincoln   2013 — 2017
Bachelor of Science, Marketing and Finance

Camilla Burchill Camilla Burchill Greater New York City Area Details
Camilla Burchill's Bank of America Merrill Lynch Experience December 2012 - December 2012
Job Client Relations Intern at Terra Firma Capital Partners
Industry Marketing and Advertising
Experience
Terra Firma Capital Partners  June 2014 - August 2014
Arena Media UK   June 2013 - August 2013
Bank of America Merrill Lynch   December 2012 - December 2012
Reiss  February 2012 - July 2012
Borkowski.do   September 2011 - January 2012
Young Enterprise UK  September 2010 - May 2011
Goldman Sachs  November 2010 - November 2010
ITV  2010 - 2010
Guardian News & Media  2009 - 2009

Skills
Creativity, English, Sales, Social Media, Time Management, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Public Speaking, Facebook, Public Relations, Customer Service, Economics, Teamwork, Digital Media, Advertising, Management

Education
The University of Edinburgh   2012 — 2016
Master's Degree, English Literature (British and Commonwealth), Prospective 1st Class

University of North Carolina at Chapel Hill   2014 — 2015
One-Year International Exchange, English Literature (British and Commonwealth)

Kingston Grammar School   2002 — 2011
High School, 10 GCSEs and iGCSEs (all A-A* grade); 3 AS-levels (AAA); 3 A-levels (A*A*A)

Rob Bratcher Rob Bratcher Kansas City, Missouri Area Details
Rob Bratcher's Bank of America Merrill Lynch Experience June 2001 - February 2012
Job SVP, Kansas City Commercial Banking Division Manager at Commerce Bank
Industry Banking
Experience
Commerce Bank  January 2014 - Present
Commerce Bank  February 2012 - Present
Bank of America Merrill Lynch   June 2001 - February 2012

Skills
Commercial Banking, Commercial Lending, Credit Analysis, Investments, Portfolio Management, Banking, Cash Management, Small Business Lending, Credit, Loans, Financial Analysis, Strategic Financial..., Credit Risk, Capital Markets, Finance

Education
University of Missouri-Columbia, College of Business   1994 — 1998
BSBA, Finance & Banking

Sarah Wetenhall Sarah Wetenhall Charlotte, North Carolina Area Details
Sarah Wetenhall's Bank of America Merrill Lynch Experience April 2015 - Present
Job Commercial Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   April 2015 - Present
Bank of America  December 2013 - April 2015
Bank of America  December 2012 - December 2013
Flores & Associates  January 2010 - November 2012
Lulu.com  June 2009 - August 2009
OptimalResume.com  May 2008 - August 2008
TransPerfect Translations  August 2007 - May 2008
Schmap, Inc.   September 2006 - December 2006
Ted Collin's Tree and Landscape   May 2006 - August 2006
PAETEC  May 2005 - August 2005

Skills
Customer Service, Editing, Salesforce.com, Asset Based Lending, Research, Microsoft Office, Account Management, PowerPoint, Stucky, Financial Analysis, Project Management, Consulting, operations

Education
Wake Forest University   2013 — 2015
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2005 — 2009
B.A., International Studies

Brighton High School   2001 — 2005
New York State Regents Diploma

Mary Weber Mary Weber Seattle, Washington Details
Mary Weber's Bank of America Merrill Lynch Experience February 2006 - January 2010
Job Risk Management Analyst
Industry Information Technology and Services
Experience
Microsoft Corporation, AIM Consulting Group   July 2014 - Present
Kibble & Prentice  November 2012 - July 2014
Philadelphia Insurance Companies  September 2011 - November 2012
AppleOne  April 2011 - September 2011
AppleOne  January 2011 - April 2011
Estep, Hope and Weber Capital Management   January 2010 - May 2010
Missoula AIDS Council   July 2009 - May 2010
Bank of America Merrill Lynch   February 2006 - January 2010
Winslow & Associates  2007 - 2007

Skills
Risk Management, Enterprise Risk..., Risk Analysis, Microsoft Excel, Microsoft Office, SharePoint, Commercial Insurance, Account Management, Time Management, Event Planning, Event Management, Customer Service, Recruiting, Marketing, Employee Relations, Community Outreach, Project Planning, Nonprofits, Fundraising, Coaching, Management

Education
University of Montana   2005 — 2010
Bachelors, Psychology, Communication Studies, Nonprofit Administration

Christie Hartinger Christie Hartinger Raleigh-Durham, North Carolina Area Details
Christie Hartinger's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Associate at Wyrick Robbins Yates & Ponton LLP
Industry Law Practice
Experience
Wyrick Robbins Yates & Ponton LLP  July 2014 - August 2014
K&L Gates  May 2014 - July 2014
Wyrick Robbins Yates & Ponton LLP  August 2013 - August 2013
Womble Carlyle Sandridge & Rice LLP  May 2013 - August 2013
Bank of America Merrill Lynch   June 2011 - August 2011
Progress Energy  May 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Corporate Finance, Spanish, Research, Valuation, Legal Research, Legal Writing

Education
Wake Forest University School of Law   2012 — 2015
Juris Doctor (J.D.)

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Bachelor of Science, Business Administration

Ryan McAnallen Ryan McAnallen Greater New York City Area Details
Ryan McAnallen's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2014 - August 2014
Robert W. Baird & Co.   June 2012 - July 2012

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2015
Bachelor of Science in Business Administration, Finance

Cardinal Gibbons   2007 — 2011
High School

Claire Biernacki Claire Biernacki New York, New York Details
Claire Biernacki's Bank of America Merrill Lynch Experience August 2013 - July 2015
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital  August 2015 - Present
Bank of America Merrill Lynch   August 2013 - July 2015
Finance Club  March 2012 - December 2012
SunTrust Robinson Humphrey  May 2012 - August 2012
Carolina Style Ballet Company   January 2011 - December 2011
Phi Mu Sorority  December 2010 - December 2011

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013
Bachelor of Science (BS), Business Administration

Van Watkins, CCIM Van Watkins, CCIM Greater Memphis Area Details
Van Watkins, CCIM's Bank of America Merrill Lynch Experience 2015 - Present
Job Senior Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2015 - Present
SunTrust Bank  2012 - 2015
INSOUTH Bank  2008 - 2012
Regions Bank  2005 - 2008
Trustmark National Bank  2002 - 2005
Bank of America  1996 - 2001

Skills
Cash Management, Appraisals, Commercial Real Estate, Real Estate Economics, Analysis, Lines Of Credit, Disposition, Valuation, Due Diligence, Finance, Negotiation, Cash Flow, Commercial Mortgages, Loan Origination, Financial Risk, Credit, Financial Analysis, Portfolio Management

Education
University of Missouri-Saint Louis   1989 — 1997
Bachelor's, Business Administration

Appraisal Institute

CCIM Institute
Professional Designation

Heide Iravani Heide Iravani New York, New York Details
Heide Iravani's Bank of America Merrill Lynch Experience July 2013 - Present
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present

Skills
Investment Banking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Capital Markets, Valuation, Corporate Finance, Private Equity, Cross-border..., Due Diligence, International..., Joint Ventures, Emerging Markets, Corporate Law, Contract Negotiation

Education
Yale Law School   2006 — 2009
Doctor of Law (J.D.)

University of North Carolina at Chapel Hill   2001 — 2005
Bachelor of Arts (B.A.)

Paige Nielsen Paige Nielsen Chapel Hill, North Carolina Details
Paige Nielsen's Bank of America Merrill Lynch Experience May 2015 - Present
Job Summer Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   May 2015 - Present
University of North Carolina's Women's Soccer Team   August 2012 - Present
USSF Soccer Referee  August 2008 - Present
411 West   September 2014 - May 2015
Wells Fargo  June 2014 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Facebook, Research, Social Networking, Finance, Social Media Marketing, Teamwork, Public Speaking

Education
University of North Carolina at Chapel Hill   2012 — 2016
Bachelor of Science (BS), Business investment Banking

Shlok Vaidya Shlok Vaidya Greater New York City Area Details
Shlok Vaidya's Bank of America Merrill Lynch Experience September 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2014 - Present
Barclays  May 2012 - September 2014

Skills
SQL, VBA, Java, Microsoft Office, Matlab, C++, Data Mining, Microsoft Excel, Python, Programming, JavaScript, Financial Modeling, Business Analysis, Visual Basic, Unix Shell Scripting, Data Analysis, HTML, Analysis, PowerPoint, Eclipse, Access, Teamwork, XML, Quantitative Finance, Algorithms, Quantitative Analytics, Equity Derivatives, Risk Management, Databases, Equity Research, Cloud Computing, Green IT, C#, SOA, Financial Markets, Corporate Finance, Leadership, Derivatives, Valuation, PHP, Microsoft SQL Server, Web Development, Jboss, Automation, Flex, Spring Framework, Servlets, Web Services, PL/SQL, Youth Mentoring

Education
University of Pennsylvania   2011 — 2012
Master of Science (M.S.)

University of Mumbai   2007 — 2011
Bachelor of Enginering, Electronics and Telecommunication

Jyoti Tandon Jyoti Tandon Orlando, Florida Area Details
Jyoti Tandon's Bank of America Merrill Lynch Experience August 2014 - Present
Job
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present
Bank of America  January 2007 - July 2014
Bank of America  September 2005 - January 2007
Bank of America  September 2004 - September 2005
JPMorgan Chase  November 2002 - September 2004
AT&T  2000 - 2000
University of Texas at Austin  2000 - 2000
Sai Telecom   1996 - 1999

Skills
Banking, Sales Management, Business Development, Customer Service, Leadership, Strategic Planning, Sales, Program Management, Marketing Strategy, Portfolio Management, Customer Acquisition, Loans, Team Building, Team Leadership, Marketing Communications, Manage Client..., Solution Development, Project Management, Customer Relations, Solutions Development, Client Acquisition, Strategic Planning &..., Program Management &..., Selling Skills, Selling, Business Operations, Business Acumen, Drive for Success, Organizational Agility, Decision Making, Priority Management, Process Management, Sales Motivation, Communication, Negotiation, CRM, Management

Education
University of Mumbai   1992 — 1996
Bachelor of Commerce, Financial Accounting and Auditing

Vindhya Kauravla Vindhya Kauravla Greater Philadelphia Area Details
Vindhya Kauravla's Bank of America Merrill Lynch Experience November 2010 - November 2011
Job IT Quality Control Advisor at WellPoint
Industry Insurance
Experience
WellPoint  July 2014 - Present
WellPoint  November 2011 - July 2014
Bank of America Merrill Lynch   November 2010 - November 2011
The Hartford  December 2008 - November 2010
Enginuity PLM   August 2007 - December 2008

Skills
SDLC, Quality Center, Test Automation, User Acceptance Testing, QTP, Regression Testing, Manual Testing, Data Warehousing, Rational Quality Manager, ClearQuest, Rational Functional..., Requirements Analysis, RequisitePro, Business Analysis, SQL, DB2, Toad, SoapUI, Quality Assurance, Gap Analysis, Test Data, Data Driven Testing, LoadRunner, HP Quality Center

Education
University of New Haven
Master's, Computer Science

Lauren Moffatt Lauren Moffatt Philadelphia, Pennsylvania Details
Lauren Moffatt's Bank of America Merrill Lynch Experience June 2008 - June 2011
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners  October 2013 - July 2014
HarbourVest Partners  August 2011 - September 2013
Bank of America Merrill Lynch   June 2008 - June 2011

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2004 — 2008
BSBA

Melissa Ivin Melissa Ivin Richmond, Virginia Details
Melissa Ivin's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Senior Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One  June 2015 - Present
Capital One  July 2014 - June 2015
Capital One  October 2013 - July 2014
Capital One  November 2012 - October 2013
Merrill Lynch  July 2012 - October 2012
Bank of America Merrill Lynch   June 2011 - August 2011

Skills
Investment Banking, Strategic Financial..., Financial Accounting, Retail Banking, Research, Microsoft Excel, Financial Planning, Financial Analysis, Data Analysis, Finance, Financial Modeling, Microsoft Office, PowerPoint, Analysis, Corporate Finance, Leadership

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Bachelor’s Degree, Finance, 3.97

Mohandas Nair Mohandas Nair Houston, Texas Area Details
Mohandas Nair's Bank of America Merrill Lynch Experience June 2010 - March 2015
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2010 - March 2015
JPMorgan Chase  January 2005 - June 2010
JPMC/IB Tech - Credit Markets   January 2005 - June 2010
JPMorganChase  January 2005 - June 2010
JPMorgan  January 2005 - June 2010
Nairs consulting   2007 - 2008
Evergreen Investments  1999 - 2005
Evergreen Investments  1999 - 2004
Salomon Brothers  1997 - 1998

Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis

Education
University of Mumbai

Joe Gass Joe Gass Greater St. Louis Area Details
Joe Gass's Bank of America Merrill Lynch Experience July 2013 - March 2015
Job Sr Project Manager (Consultant) at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  March 2015 - Present
Bank of America Merrill Lynch   July 2013 - March 2015
Bank of America  April 2010 - October 2012
Wells Fargo  April 2009 - April 2010
GMAC Mortgage  January 2009 - March 2009
Bank of America  January 2008 - October 2008
Wells Fargo  January 2007 - December 2007
ABN AMRO  April 2005 - December 2006
Wells Fargo  January 2005 - March 2005
ABN AMRO  November 2002 - December 2004

Skills
Business Process..., Project Management, Business Analysis, SDLC, Cross-functional Team..., Program Management, Requirements Analysis, Team Building, Data Warehousing, Software Documentation, Integration, Process Improvement, Risk Management, Banking, COBOL, SQL, Business Process, Strategy, Vendor Management, Leadership, Six Sigma, Crystal Reports, RUP, Unix, Management, Mainframe, Middleware, EAI, SOA, Analysis, UML, Enterprise Software, Oracle, Software Development, Project Planning, Change Management, Testing, Mergers & Acquisitions, Strategic Planning, Portfolio Management, CMM

Education
University of Missouri-Saint Louis

Prashant Tailor (PMP) Prashant Tailor (PMP) Houston, Texas Area Details
Prashant Tailor (PMP)'s Bank of America Merrill Lynch Experience September 2013 - Present
Job
Industry Computer Software
Experience
Bank of America Merrill Lynch   September 2013 - Present
MRE Consulting  June 2013 - September 2013
Sapient Global Markets  June 2008 - June 2013
Accenture  June 2002 - May 2008
Avanade Inc  June 2002 - May 2008
Lloyds TSB  2002 - 2003
Silverline Technologies Limited   August 1999 - June 2002
Ion Exchange India Ltd  1999 - 1999
Comp Use Software Consultancy   August 1997 - December 1998

Skills
Application Architecture, Design Patterns, UML, Dimensional Modeling, Web Services, SOA, Enterprise Library, Informatica, SQL Server, SSIS, C#, OpenSpan, SolArc RightAngle, Replication, Palm OS, Infrastructure Planning, SharePoint, Business Process..., Microsoft SQL Server, Requirements Analysis, ASP.NET, Integration, SQL, WCF, Infrastructure, Vendor Management, Enterprise Software, SDLC, Software Project..., Business Analysis, Management, Business Process

Education
University of Mumbai   1993 — 1997
Bachelor

Bhavans College   1991 — 1993
HSC

Fatimadevi School

Fr. C R College of Engineering
Bachelor of Electronics Engineering

Kyle Hubbs Kyle Hubbs Charlotte, North Carolina Area Details
Kyle Hubbs's Bank of America Merrill Lynch Experience May 2014 - Present
Job Senior Vice President Institutional Retirement Marketing Strategic Programs at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2014 - Present
Bank of America  December 2011 - May 2014
Bank of America  November 2009 - December 2011
Bank of America  September 2008 - March 2010
Bank of America  February 2008 - September 2008
BearingPoint  June 2004 - February 2008

Education
Wake Forest University School of Business   2002 — 2004
MBA, Financial Analysis

University of North Carolina at Chapel Hill   1998 — 2002

Erik Root Erik Root Charlotte, North Carolina Area Details
Erik Root's Bank of America Merrill Lynch Experience August 2015 - Present
Job Portfolio Management Officer III (Credit Products Underwriter) at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America  January 2009 - August 2015
Bank of America  March 2004 - January 2009
Bank of America  1999 - March 2004

Skills
Credit Analysis, Commercial Lending, Portfolio Management, Credit, Loans, Finance, Banking, Financial Analysis, Commercial Banking, Financial Modeling, Financial Risk, Risk Management, Credit Risk, Forecasting, Underwriting, Small Business Lending

Education
Wake Forest University School of Business   2006 — 2008
MBA

University of North Carolina at Chapel Hill   1994 — 1998

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1994 — 1998
BSBA

Sara R. Cragen Sara R. Cragen Greater St. Louis Area Details
Sara R. Cragen's Bank of America Merrill Lynch Experience May 1996 - Present
Job Treasury Solutions
Industry Banking
Experience
Bank of America Merrill Lynch   May 1996 - Present

Education
University of Missouri-Columbia   1991 — 1995

Michele Urzendowski Michele Urzendowski Greater Omaha Area Details
Michele Urzendowski's Bank of America Merrill Lynch Experience September 2015 - Present
Job Vice President Treasury Sales Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2015 - Present
U.S. Bank   October 2005 - September 2015
Omaha State Bank  March 2002 - May 2005

Skills
Treasury Management, Banking, Cash Management, Accounts Payable, Accounts Receivable, Payments, ACH, Electronic Payments, Commercial Banking, Deposits, Consulting, Credit Cards, Retail Banking, Leadership, Management

Education
University of Nebraska at Omaha   1995 — 2001
Management

Felty, Joseph Felty, Joseph Charlotte, North Carolina Area Details
Felty, Joseph's Bank of America Merrill Lynch Experience August 2015 - Present
Job Global Liquidity Risk Management Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America  February 2013 - July 2015
Bank of America Merrill Lynch   November 2008 - February 2013
Bank of America, N.A.   November 2006 - November 2008
Bank of America  April 2005 - October 2006

Skills
Management, Banking, Risk Management, Operational Risk, Enterprise Risk..., Treasury

Education
University of North Carolina at Chapel Hill   1994 — 1998

Katie Hillman Katie Hillman Greater Seattle Area Details
Katie Hillman's Bank of America Merrill Lynch Experience July 2006 - March 2011
Job VP; Treasury Management Officer at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   March 2011 - Present
Bank of America Merrill Lynch   July 2006 - March 2011
Bank of America  August 2003 - July 2006

Skills
Cash Management, Banking, Commercial Banking, Treasury Management, Treasury Services, Credit Analysis

Education
University of North Carolina at Chapel Hill   1999 — 2003
BA

Peter Feder Peter Feder New York, New York Details
Peter Feder's Bank of America Merrill Lynch Experience August 2015 - Present
Job Registered Representative Member of New York Life's Executive Council
Industry Insurance
Experience
Bank of America Merrill Lynch   August 2015 - Present
New York Life Insurance Company  August 2012 - Present
A.G. Edwards   June 2000 - December 2007
Brown Brothers Harriman  August 1987 - June 2000
Advest  March 1983 - August 1987
Instinet  September 1981 - September 1982
Evans and Co   March 1981 - September 1981
European-American Bank  October 1980 - March 1981
Heritage Bank  December 1979 - September 1980

Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management

Education
University of New Hampshire   1973 — 1978
economics, economics, chemistry

New York Institute of Finance

New York University

University of New Hampshire
BS, Economics

University of New Hampshire - Whittemore School of Business and Economics

madison High School

Jonathan Renken Jonathan Renken Greater St. Louis Area Details
Jonathan Renken's Bank of America Merrill Lynch Experience October 2013 - Present
Job Vice President, Global Treasury Sales Officer, Global Commercial Banking at Bank of America Merrill Lynch
Industry Banking
Experience
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

Mustafa Singaporewalla, CFA Mustafa Singaporewalla, CFA Greater New York City Area Details
Mustafa Singaporewalla, CFA's Bank of America Merrill Lynch Experience 2005 - 2011
Job Account Executive Financial Services at SAP
Industry Financial Services
Experience
SAP  September 2012 - Present
Bank of America Merrill Lynch   2005 - 2011
Bank of America Merrill Lynch   2002 - 2005
Goldman Sachs  1998 - 2002

Skills
Valuation, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Structured Finance, Strategy, Finance, Capital Markets, Forecasting, Investment Banking, Equities, Mergers, Business Planning, Financial Modeling

Education
University of South Carolina - The Moore School of Business   1996 — 1998
Master of International Business

University of Mumbai   1994 — 1996
MCom, Accounting and Finance

University of Mumbai   1989 — 1994
BCom, Accounting and Finance

CFA Institute
Chartered Financial Analyst

Marie Girouard Marie Girouard Las Vegas, Nevada Area Details
Marie Girouard's Bank of America Merrill Lynch Experience September 2005 - Present
Job SVP, Treasury Management Sales Officer at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   September 2005 - Present
Bank of America  December 2000 - August 2005
McGladry & Pullen   2000 - 2000

Skills
Banking, Process Improvement, Finance, Credit Analysis, Financial Risk, Cash Management, Portfolio Management, Leadership, New Business Development, Treasury Services, Treasury Management, Commercial Banking, Strategic Planning, Relationship Management

Education
University of Nevada-Las Vegas   1995 — 2000

Ankit Pandya Ankit Pandya Greater New York City Area Details
Ankit Pandya's Bank of America Merrill Lynch Experience May 2009 - November 2013
Job Technical lead, TIAACREF (Client Communications institutional retirement)
Industry Computer Software
Experience
TIAA-CREF  November 2013 - Present
Bank of America Merrill Lynch   May 2009 - November 2013
Merill Lynch GWM   January 2007 - April 2009
Tata Consultancy Services  October 2006 - December 2007

Skills
XML, JavaScript, ASP.NET, AJAX, CSS, Oracle, JSON, DB2, J2EE Application..., C#, Web Services, Core Java, WCF, JSP, jQuery, HTML, LINQ, Enterprise Architecture, XSLT, ASP.NET MVC, SOA, Agile Methodologies, Java, Software Project..., PL/SQL, .NET

Education
University of Mumbai   2002 — 2006
Bachelor of Engg., Information Technology

Sheetal Deshpande - Sule Sheetal Deshpande - Sule Greater San Diego Area Details
Sheetal Deshpande - Sule's Bank of America Merrill Lynch Experience May 2009 - February 2010
Job Sr. Software Engineer
Industry Computer Software
Experience
Mitchell International  October 2014 - Present
Mitek Systems Inc.  January 2011 - May 2014
Tax Compliance, Inc.   April 2010 - December 2010
Bank Of America Merrill Lynch   May 2009 - February 2010
Reynolds & Reynolds  October 2006 - March 2009
Kale Consultants  May 2002 - November 2004
TechMahindra  October 1999 - September 2000

Skills
.NET, C#, Agile Methodologies, XML, ASP.NET, Software Development, Unix, T-SQL, Subversion, Oracle, Integration, Microsoft SQL Server, SOA, IIS, Web Services, Software Architecture

Education
University of Mumbai
MMS

University of Mumbai
B.E.

Mark Hardison Mark Hardison Nashville, Tennessee Details
Mark Hardison's Bank of America Merrill Lynch Experience June 2010 - Present
Job Senior Vice President, Senior Credit Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2010 - Present
Bank of America Merrill Lynch   August 2005 - June 2010
Banc of America Securities LLC  2005 - June 2010
Stephens Inc.  1998 - 2001

Skills
Corporate Finance, Credit, Finance, Financial Modeling, Forecasting, Leveraged Finance, Loans, Project Finance

Education
Vanderbilt University   2003 — 2005
MBA, Finance & Accounting

Montgomery Bell Academy   1994 — 1998

University of North Carolina at Chapel Hill   1994 — 1998
BA, Economics; Chemistry Minor

Fran Lanio Fran Lanio Dallas/Fort Worth Area Details
Fran Lanio's Bank of America Merrill Lynch Experience 1994 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 1994 - Present
Bank of America Merrill Lynch   1994 - Present

Education
NYU Stern School of Business   1992 — 1994
Master of Business Administration (MBA), Finance, General

University of New Hampshire -- Peter T. Paul College of Business and Economics   1986 — 1989
BS, Bus admin

Maureen Sudbay Maureen Sudbay Norfolk, Virginia Area Details
Maureen Sudbay's Bank of America Merrill Lynch Experience July 2010 - Present
Job Senior Card Account Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2010 - Present
Bottomline Technologies  September 2009 - July 2010
Bank of America  March 2005 - September 2009

Education
University of New Hampshire   1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Ginette Rowe Ginette Rowe Austin, Texas Details
Ginette Rowe's Bank of America Merrill Lynch Experience July 2009 - June 2011
Job MBA Candidate, McCombs School of Business
Industry Financial Services
Experience
McCombs School of Business  August 2014 - Present
Evercore Partners  August 2011 - June 2014
Bank of America Merrill Lynch   July 2009 - June 2011

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor's Degree, Economics and History

Thomas Carter Thomas Carter Greater Boston Area Details
Thomas Carter's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President, Product Development & Innovation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2015 - Present
Bank of America Merrill Lynch   July 2013 - March 2015
Northern Trust  October 2012 - June 2013
Accenture  May 2010 - October 2012
State Street  July 2009 - April 2010
Alaron Trading  2008 - 2009
Merrill Lynch  2008 - 2009
Liam Ventures - Family Office of William F. Farley   July 2002 - November 2008
Shatkin Arbor   June 2008 - August 2008

Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling

Education
University of New Hampshire   2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude

John Cabot University (Rome, Italy)   2008 — 2008
BS, International Business & Economics

Kennebunk High School   2001 — 2005

Geoffrey Cassell Geoffrey Cassell Greater New York City Area Details
Geoffrey Cassell's Bank of America Merrill Lynch Experience February 2009 - September 2011
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  February 2014 - Present
Wedbush Securities  March 2013 - July 2013
Canaccord Genuity Inc.  April 2012 - August 2012
Collins Stewart LLC  October 2011 - April 2012
Bank of America Merrill Lynch   February 2009 - September 2011
Banc of America Securities  March 2003 - February 2009
Salomon Smith Barney  2000 - 2003
Donaldson, Lufkin & Jenrette   1996 - 2000

Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments

Education
University of North Carolina at Chapel Hill   1981 — 1985
BS, Political Science

Chris Keuler Chris Keuler Greater New York City Area Details
Chris Keuler's Bank of America Merrill Lynch Experience July 2010 - July 2012
Job Vice President, Technology Investment Banking at Evercore
Industry Investment Banking
Experience
Evercore  February 2014 - Present
Evercore  August 2012 - January 2014
Bank of America Merrill Lynch   July 2010 - July 2012
Banc of America Securities  July 2007 - June 2010

Skills
Private Equity, Due Diligence, Valuation, Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Hedge Funds, LBO

Education
University of North Carolina at Chapel Hill   2003 — 2007
Bachelor of Science, Business Administration

Anil Shankar Anil Shankar Greater New York City Area Details
Anil Shankar's Bank of America Merrill Lynch Experience May 1994 - February 2009
Job Analytics & Cognitive Computing Strategy, Financial Markets at IBM
Industry Financial Services
Experience
IBM  March 2015 - Present
TradingColor Inc   July 2009 - Present
Deutsche Bank Asset & Wealth Management  February 2013 - April 2014
Bank of America Merrill Lynch   May 1994 - February 2009
Various Clients  July 1985 - April 1994

Skills
Cognitive computing, Big Data Analytics, Machine Learning, Capital Markets..., Wealth Management..., Asset Management, Equities, Fixed Income, Market Data, Derivatives, Portfolio Optimization, Portfolio Management, Trading, Risk Management, Hedge Funds, Portfolio Attribution, IT Strategy, SDLC, Wealth Management, Options, Entrepreneurship, Back Office, Finance, NLP, Mutual Funds, Commodity, CRM, Valuation, Strategy, Financial Risk, Financial Services, Mergers & Acquisitions, Electronic Trading..., Capital Markets, Electronic Trading

Education
University of Mumbai   1983 — 1985
Master of Business Administration (MBA)

University iof Mumbai   1979 — 1982
Bachelor's degree, Chemistry

Linda Hartunian Linda Hartunian Greater New York City Area Details
Linda Hartunian's Bank of America Merrill Lynch Experience 2004 - Present
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   2004 - Present
Fleet Bank  1994 - 2004
National Westminster Bank  January 1988 - August 1994
Manufacturers Hanover Trust  August 1981 - January 1988

Skills
Banking, Cash Management, Treasury Services, Risk Management, Sales, Operations Management, Leadership, Treasury Management, Capital Markets, Portfolio Management, Commercial Banking, FX Options, Payments, Investments, Credit, Corporate Finance, Financial Services

Education
New York University - Leonard N. Stern School of Business   1984 — 1988
MBA, International Business & Marketing

University of New Hampshire   1977 — 1981
B.A., Foreign Language & Business

Greenwich High School   1974 — 1977

Wes Ogburn, CFA Wes Ogburn, CFA San Francisco Bay Area Details
Wes Ogburn, CFA's Bank of America Merrill Lynch Experience 2011 - 2013
Job Senior Institutional Sales Director, Hedge Fund Sales & Business Solutions at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments  2015 - Present
Union Point Advisors   2013 - 2015
Bank of America Merrill Lynch   2011 - 2013
Stanford Management Company  2006 - 2010
UBS Investment Bank  2002 - 2006
Lehman Brothers  2000 - 2001

Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1998 — 2000
BS, Finance & Economics

Abbasali Kera Abbasali Kera New York, New York Details
Abbasali Kera's Bank of America Merrill Lynch Experience August 2008 - November 2010
Job Senior Analyst for Electronic Trading
Industry Investment Banking
Experience
Morgan Stanley  June 2015 - Present
Societe Generale  March 2013 - May 2015
JPMorgan Chase  November 2010 - January 2013
Bank of America Merrill Lynch   August 2008 - November 2010
Merrill Lynch  February 2006 - July 2008
Merrill Lynch - Tata Consultancy Services Ltd   October 2004 - February 2006
Sundyne Technologies Pvt. Ltd   August 2003 - September 2004

Skills
FIX, Onboarding, Electronic Trading, Unix, Equities, Futures, Options, Market Data, Trading, Exchange Connectivity, Order Management, Trading Systems, User Acceptance Testing, Perl, Derivatives, Sybase, Low Latency, Equity Derivatives, FX Options, Fixed Income, Foreign Exchange

Education
University of Mumbai   1998 — 2002
Bachelors, Electronic Engineering

Heather Wachtler Heather Wachtler New York, New York Details
Heather Wachtler's Bank of America Merrill Lynch Experience June 2012 - December 2014
Job Global Loan Products Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2012 - December 2014
Bank of America Merrill Lynch   June 2009 - June 2012
Wachovia Securities  June 2006 - June 2009
EY  June 2005 - August 2005

Skills
Investment Banking, Capital Markets, Bloomberg, Financial Modeling, Factset, Credit, Mergers, Finance, Credit Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2005 — 2006
Master of Accounting, Accounting

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2001 — 2005
BSBA, Business Administration, 3.77

Cindy Magargle Cindy Magargle Knoxville, Tennessee Details
Cindy Magargle's Bank of America Merrill Lynch Experience June 2011 - Present
Job Administrative Assistant, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2011 - Present
United Franchise Group  January 2008 - August 2010

Skills
Project Coordination, Marketing Communications, Budgets, Microsoft Office, Expense Reports, Executive Calendar...

Education
Mount Union College   1977 — 1981
Bachelor's degree, Business Administration and Management, General

Justin Hicks Justin Hicks Charlotte, North Carolina Details
Justin Hicks's Bank of America Merrill Lynch Experience January 2012 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   January 2012 - Present
Bank of America Merrill Lynch   January 2009 - January 2012
Bank of America  June 2005 - January 2009
Bank of America  June 2002 - June 2005

Skills
Series 7, Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Series 63, Derivatives, Portfolio Management, Bloomberg, Investments

Education
University of North Carolina at Chapel Hill   1998 — 2002
Bachelor of Science in Business Administration, Business

Nicholas Raguso Nicholas Raguso Charlotte, North Carolina Area Details
Nicholas Raguso's Bank of America Merrill Lynch Experience November 2008 - March 2010
Job Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2014 - Present
Wells Fargo  May 2012 - July 2014
Bank of America  May 2011 - May 2012
Bank of America  March 2010 - May 2011
Bank of America Merrill Lynch   November 2008 - March 2010
Bank of America  July 2007 - October 2008
Bank of America - Consumer Bank   November 2004 - June 2007

Skills
Credit, Credit Risk, Commercial Banking, Financial Risk, Underwriting, Commercial Lending, Financial Analysis, Risk Management, Banking, Credit Analysis, Portfolio Management, Corporate Finance, Valuation, Financial Services, Financial Modeling, Finance

Education
University of North Carolina at Asheville
Bachelor of Arts, Monetary Economics and Finance

Fordham Preparatory School

Jordan Hill Jordan Hill Dallas, Texas Details
Jordan Hill's Bank of America Merrill Lynch Experience July 2011 - June 2014
Job Senior Analyst at LStar Capital / Lone Star Funds
Industry Financial Services
Experience
LStar Capital  July 2014 - Present
Bank of America Merrill Lynch   July 2011 - June 2014
A Ban Against Neglect (ABAN)   August 2009 - February 2012
Bank of America Merrill Lynch   June 2010 - August 2010

Skills
High Yield, Financial Modeling, Bloomberg, Mutual Funds, Investor Relations, Capital Markets, Investment Banking, Valuation, Equities, Private Equity, Hedge Funds, Portfolio Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011

University of North Carolina at Chapel Hill   2008 — 2011

Thomas Eapen Thomas Eapen Columbus, Ohio Area Details
Thomas Eapen's Bank of America Merrill Lynch Experience April 2008 - December 2009
Job Web Admin at BMW Financial Services
Industry Financial Services
Experience
BMW Financial Services  January 2010 - Present
Bank of America Merrill Lynch   April 2008 - December 2009
Tata Consultancy Services  October 2004 - March 2007
Dun & Bradstreet India  January 2000 - October 2004

Skills
Data Center, IIS, Management, Leadership, Microsoft SQL Server, SDLC, Disaster Recovery, Windows Server, Requirements Analysis, SQL, ITIL, Enterprise Architecture, Vendor Management, Active Directory

Education
University of Mumbai   1991 — 1996
Bachelor of Engineering, Computer Science

KG College

Heecheol Pak Heecheol Pak Greater Los Angeles Area Details
Heecheol Pak's Bank of America Merrill Lynch Experience March 2011 - June 2013
Job Associate at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management  July 2013 - Present
Bank of America Merrill Lynch   March 2011 - June 2013
UNC Management Company  June 2010 - August 2010
Morgan Stanley Private Equity Group   July 2009 - August 2009

Skills
Financial Analysis, Bloomberg, Private Equity, Investment Banking, Series 7, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Financial Modeling, Corporate Finance, DCF, Equities, Capital Markets, Due Diligence, Asset Management, Valuation, Series 63, LBO, Investments, Bloomberg Terminal, Derivatives, Alternative Investments, Finance, Mergers & Acquisitions, Business Valuation, Investment Management, Structured Finance, Public Relations

Education
University of North Carolina at Chapel Hill   2003 — 2010
Bachelor of Arts (BA), Economics

Kaye Park Kaye Park Austin, Texas Area Details
Kaye Park's Bank of America Merrill Lynch Experience February 2007 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   February 2007 - Present
JPMorgan Chase  January 1994 - February 2007

Skills
Asset Managment, Series 7, Commercial Banking, Credit, Cash Management, Portfolio Management, Commercial Lending, Banking, Capital Markets, Loans

Education
University of Nevada-Las Vegas   1990 — 1992
M.S., Hotel Administration

Virginia Polytechnic Institute and State University   1988 — 1990
Hotel Management

Lata Dave Lata Dave Princeton Junction, New Jersey Details
Lata Dave's Bank of America Merrill Lynch Experience September 2013 - Present
Job AVP, Sr. Web Application Developer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   September 2013 - Present
Church & Dwight, Co., Inc.   September 2011 - September 2013

Skills
ASP.NET, Windows Services, C#, HTML 5, Web Applications, Web Services, CSS3, .NET, Web Development, JavaScript, XML, CSS, Microsoft SQL Server, jQuery, Web Design, Photoshop, SQL, DB2

Education
Executive MBA
Master of Business Administration (MBA)

University of Mumbai
BS. (Computer Science), Computer Science

James Crenshaw James Crenshaw New York, New York Details
James Crenshaw's Bank of America Merrill Lynch Experience August 2012 - Present
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   August 2012 - Present
Bank of America Merrill Lynch   June 2011 - August 2011
BlackRock  2006 - 2010

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2012
Master of Business Administration (MBA), Finance

University of Virginia   2002 — 2006
BS, Mechanical Engineering

Mithilesh Bhat Mithilesh Bhat San Francisco Bay Area Details
Mithilesh Bhat's Bank of America Merrill Lynch Experience June 2011 - August 2011
Job Member of Technical Staff at Oracle
Industry Computer Software
Experience
Oracle  July 2012 - Present
University of Pennsylvania  September 2010 - May 2012
Bank of America Merrill Lynch   June 2011 - August 2011
University of Pennsylvania  February 2011 - April 2011

Skills
Java, C++, Python, JavaScript, MySQL, Matlab, C#, PHP, XML

Education
University of Pennsylvania   2010 — 2012
Masters

University of Mumbai   2006 — 2010
BE

SIES Junior College, Mumbai   2004 — 2006
HSC

Smt Sulochanadevi Singhania High School   1992 — 2004

Robert Bernstein Robert Bernstein New York, New York Details
Robert Bernstein's Bank of America Merrill Lynch Experience July 2007 - June 2010
Job Vice President at The Related Companies
Industry Real Estate
Experience
Related Companies  August 2011 - Present
Pharos Hospitality   July 2010 - June 2011
Bank of America Merrill Lynch   July 2007 - June 2010
Banc of America Securities  June 2006 - August 2006
CIBC World Markets  June 2005 - August 2005

Education
University of North Carolina at Chapel Hill   2003 — 2007
BS, Business

Charlotte Woltz Charlotte Woltz Greater New York City Area Details
Charlotte Woltz's Bank of America Merrill Lynch Experience July 2009 - November 2010
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Harvard Business School  August 2014 - Present
Drybar  June 2015 - July 2015
Highbridge Capital Management  December 2010 - April 2014
Bank of America Merrill Lynch   July 2009 - November 2010
Franklin Street Partners  February 2007 - July 2009

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2005 — 2009
BSBA, Business & Spanish

Alec Shaffner Alec Shaffner Greater Boston Area Details
Alec Shaffner's Bank of America Merrill Lynch Experience 2009 - 2011
Job Analyst at North Run Capital
Industry Financial Services
Experience
North Run Capital  2014 - Present
The Wharton School  2012 - 2014
Goldman Sachs  2011 - 2012
Bank of America Merrill Lynch   2009 - 2011

Education
University of North Carolina at Chapel Hill
B.S., Business Administration, Finance

University of Pennsylvania - The Wharton School
M.B.A.

Kenneth Winston Kenneth Winston Tampa/St. Petersburg, Florida Area Details
Kenneth Winston's Bank of America Merrill Lynch Experience February 2010 - Present
Job Senior Vice President / Credit Products Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2010 - Present

Skills
Portfolio Management

Education
University of North Carolina at Chapel Hill   1978 — 1980
Masters in Business Administration

University of Tennessee-Knoxville   1971 — 1975
Batchelor of Science, Finance

Cory Eldridge Cory Eldridge Nashville, Tennessee Details
Cory Eldridge's Bank of America Merrill Lynch Experience August 2003 - October 2004
Job Vice President at Bomar Construction Co., Inc.
Industry Construction
Experience
Bomar Construction Co., Inc.   August 2004 - Present
Bank of America Merrill Lynch   August 2003 - October 2004

Skills
Project Planning, Construction, Contract Negotiation, Project Management, Strategic Planning, New Business Development, Construction Management, Budgets, Contractors, Process Scheduler, Team Building, Value Engineering

Education
University of North Carolina at Chapel Hill   1998 — 2002
Bachelor's Degree, Business/Managerial Economics

Ashley Askew Ashley Askew Charlotte, North Carolina Details
Ashley Askew's Bank of America Merrill Lynch Experience 2006 - Present
Job Portfolio Manager, Community Development Lending at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2006 - Present
Bank of America  2000 - 2005

Education
UNC Charlotte   2002 — 2005
Masters, Geography

UNC Chapel Hill   1990 — 1994
Bachelor of Science, Business Administration

Alex Silverman Alex Silverman Greater Denver Area Details
Alex Silverman's Bank of America Merrill Lynch Experience July 2010 - June 2012
Job Financial Analyst at Charter School Growth Fund
Industry Philanthropy
Experience
Charter School Growth Fund  July 2014 - Present
Education Pioneers  August 2014 - Present
Bluestem Asset Management   July 2012 - July 2014
Bank of America Merrill Lynch   July 2010 - June 2012
Bank of America Merrill Lynch   June 2009 - August 2009

Skills
Investment Banking, Financial Modeling, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Financial Analysis, Investments, Fixed Income, Valuation, Corporate Finance, Due Diligence

Education
University of North Carolina at Chapel Hill   2006 — 2010
BSBA, Business Administration / Anthropology

Mainland Regional High School

kamran Jahanisepehr kamran Jahanisepehr Toronto, Canada Area Details
kamran Jahanisepehr's Bank of America Merrill Lynch Experience November 2009 - Present
Job Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2009 - Present
BMO Financial Group  December 2005 - November 2009
Computershare Canada  January 2003 - December 2005

Skills
Account Reconciliation, Middle Office, Bloomberg, Securities, Fixed Income, Equities, Prime Brokerage, Corporate Actions, Back Office, Financial Services, Settlement, FX Options, Business Analysis, Financial Analysis, Risk Management

Education
University of Mumbai
Bachelor of Commerce (B.Com.), Major Accoutning

University of Pune
Master of Arts (MA), Major Economics & Banking

Will Joyner Will Joyner Charlotte, North Carolina Area Details
Will Joyner's Bank of America Merrill Lynch Experience 1996 - 2013
Job Managing Director at RBS Citizens Capital Markets
Industry Financial Services
Experience
Citizens Bank Capital Markets   June 2014 - Present
Bank of America Merrill Lynch   1996 - 2013

Skills
Loans, Fixed Income, Portfolio Management, Credit Analysis, Credit Risk, Credit, Capital Markets, Banking, Financial Analysis, Mutual Funds

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1994 — 1996
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1986 — 1990
Bachelor of Arts (BA), Economics

Episcopal High School   1983 — 1986

Jason Schwindt Jason Schwindt Kansas City, Missouri Area Details
Jason Schwindt's Bank of America Merrill Lynch Experience October 2014 - Present
Job Portfolio Management Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2014 - Present
Bank of America  December 2009 - October 2014
Bank of America  February 2008 - December 2009

Skills
Operations Management, Customer Service, Team Leadership, Risk Management, Staff Development, Highly detail oriented, Success Driven

Education
University of Missouri-Kansas City   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management, 3.780

University of Missouri-Kansas City   2006 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.569

Richard Salmon, MBA Richard Salmon, MBA Greater New York City Area Details
Richard Salmon, MBA's Bank of America Merrill Lynch Experience March 2015 - Present
Job Veteran's Associate Program at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   March 2015 - Present
US Army  August 2012 - October 2014
US Army  January 2010 - June 2012
US Army  April 2009 - January 2010
US Army  March 2008 - April 2009
US Army  November 2004 - August 2007

Skills
Leadership, Project Management, Budget Monitoring, Logistics Management, Governance, Message Development, Military Experience, Military Operations, Operational Planning, Command, Counterinsurgency, Army, Government, Military, National Security, Combat, Force Protection, Program Management, Management, DoD, Security Clearance

Education
Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA), Finance

The Citadel   2000 — 2004
Bachelor's degree, Criminal Justice/Political Science, 3.12 GPA; 3x Dean's List, 1x Gold Star Recipient

Michael Jarvis Michael Jarvis New York, New York Details
Michael Jarvis's Bank of America Merrill Lynch Experience July 2010 - November 2012
Job Head Trader at Clovis Capital Management
Industry Financial Services
Experience
Clovis Capital Management   November 2012 - Present
Bank of America Merrill Lynch   July 2010 - November 2012

Education
University of North Carolina at Chapel Hill   2006 — 2010
Bachelor's Degree, Business Administration and Management, General

Collegiate Schools
High School, K-12

Claire (Huihui) Wu Claire (Huihui) Wu Greater New York City Area Details
Claire (Huihui) Wu's Bank of America Merrill Lynch Experience May 2015 - Present
Job Global Payments Strategy & Innovation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   July 2014 - April 2015
Bank of America Merrill Lynch   May 2013 - August 2013

Skills
Financial Modeling

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Business Administration and Management - Finance