Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch May 1996 - Present
Education
University of Missouri-Columbia 1991 — 1995
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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