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
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch August 2008 - Present
Blue Cross Blue Shield of Florida May 2007 - August 2008
Skills
Series 7, Series 66, Investment Advisory, Retirement, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
University of North Florida 2008 — 2010
Master of Business Administration (MBA), Finance, General, 3.53
University of North Florida - College of Business Administration 2003 — 2008
Bachelor of Business Administration (BBA), Finance & Economics, 3.25
Bank of America Merrill Lynch October 2015 - Present
Bank of America Merrill Lynch December 2013 - October 2015
Bank of America Merrill Lynch July 2012 - December 2013
Bank of America Merrill Lynch September 2011 - July 2012
Wells Fargo Advisors March 2007 - August 2011
Wachovia, A Wells Fargo Company January 2004 - March 2007
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Series 65, Series 9, Series 10, Brokerage, Financial Advisory, Client Relationship..., Retirement Solutions, Sales Management, Sales Management..., Finance, Banking, Loans
Education
UNC Charlotte 1998 — 2002
Bachelors of Science in Business Administration, Marketing
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Deloitte November 2013 - July 2015
Bank of America Merrill Lynch March 2013 - October 2013
Bank of America Merrill Lynch April 2012 - February 2013
Bank of America August 2009 - April 2012
A.G. Edwards June 2008 - August 2008
Cameron School of Business October 2006 - August 2008
Skills
Client Accounts, Backend Operations, Securities, Customer Retention, CRM, Management, Finance, Credit, Data Entry, Portfolio Management, Bloomberg Terminal, Real Estate, Microsoft Office, Financial Analysis, Banking, Financial Modeling, Time Management, Employee Benefits, Mortgage Banking, Financial Statement..., Consumer Lending, Sales, Insurance, Goal Oriented
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
West Middlesex
Bank of America Merrill Lynch October 2010 - Present
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, 401k Rollovers, Mutual Funds, Series 65, Retirement, Investment Strategies, Investments, Strategic Financial..., IRAs, Wealth Management..., ETFs, 401k, FINRA, 529 Plans, Alternative Investments, Estate Planning, Financial Planners, Investment Management, Bonds, High Net Worth..., College Savings Plans, Roth IRA, Variable Annuities, Retirement Plan..., Portfolio Management, Stocks, Municipal Bonds, Trust Services, Financial Services, Equities, Fixed Income, Securities, Financial Advisory, Financial Planning
Education
University of North Florida 2004 — 2009
Bank of America Merrill Lynch June 2014 - Present
US Department of Health and Human Services March 2011 - December 2012
Skills
Economics, International Economics, Customer Service, Microsoft Office, Translation, Simultaneous..., Spanish, Latin America, Research, C++, Data Analysis, International Relations, Management, Team Leadership
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Science (B.S.), Economics, Magna Cum Laude
Publix Super Markets August 2000 - July 2014
Bank of America Merrill Lynch March 2014 - May 2014
Bank of America Merrill Lynch October 2013 - March 2014
Bank of America Merrill Lynch March 2013 - October 2013
Skills
Customer Service, Supervision, Training, Coaching, Higher Education, Leadership, Microsoft Office, Social Networking, Writing, Finance, Telephone Skills, Access, Customer Satisfaction, Team Building, Teamwork, Sales, PowerPoint, Microsoft Excel, Team Leadership, Microsoft Word, Analysis, Data Analysis, Time Management, Software Documentation, Outlook, Research, Retail, Inventory Management, Customer Experience, Cashiering, Critical Thinking, Cash Handling Experience, Phone Etiquette, Employee Training, Creative Writing, Cash Register, Social Media, Leadership Development, Market Research, Banking, Deposits, Store Operations, Clerical Skills, POS, Supervisory Skills, Customer Service..., Data Entry, Public Speaking, Inventory Control, Retail Sales
Education
University of North Florida 2006 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 2002 — 2006
Bachelor's of Business Administration/Management, Business Administration and Management, General
Wells Fargo Securities February 2015 - Present
Bank of America February 2013 - February 2015
Bank of America Merrill Lynch October 2013 - June 2014
US Bank January 2011 - February 2013
Skills
Portfolio Management, Banking, Investments, Loans, Equities, Management, Relationship Management, Derivatives, Trading, Analysis, Credit, Fixed Income, Sales, Program Management
Education
UNC Charlotte 2006 — 2010
Bachelor's degree, Public Health
Merrill Lynch March 2014 - Present
Merrill Lynch October 2010 - March 2014
Bank of America Merrill Lynch August 2009 - October 2010
University of North Florida June 2007 - August 2009
Skills
Series 7, series 66, series 9, series 10, Wealth Management..., Equities, Customer Service, Financial Services, Microsoft Excel, Bloomberg Terminal, High Net Worth..., Salesforce.com, Mutual Funds
Education
University of North Florida 2004 — 2008
BA, Business Management
Bank of America Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2013
Wells Fargo August 2012 - May 2013
Wells Fargo Advisors August 2010 - May 2012
Sponsors for Educational Opportunity April 2011 - June 2011
Wells Fargo September 2009 - August 2010
848 Talent Management April 2005 - November 2008
Skills
Investments, Securities, Finance, Banking, Credit, Equities, Management, Retirement, Sales, Asset Allocation, 401k, IRAs, Emerging Markets, Financial Services, Portfolio Management
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Arts (B.A.), African Studies
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
123Triad Web Design September 2008 - August 2010
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Microsoft Office, Project Management, Teamwork, Leadership, Bloomberg Terminal, Sales, Time Management, Management, Access, Team Leadership, Social Networking, Social Media
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Economics
Bank of America Merrill Lynch April 2010 - Present
Playworks July 2008 - April 2010
Skills
Banking, Finance, Financial Services, Risk Management, Marketing, Sales, Public Relations, Financial Analysis, Wealth Management, Series 7, Credit
Education
University of North Carolina at Greensboro 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Brightway Insurance February 2015 - Present
Bank of America Merrill Lynch December 2007 - February 2015
Allstate Insurance Company 1997 - 1998
Hinshaw & Culbertson 1994 - 1997
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Team Building, Social Media, Training
Education
University of North Florida 2001 — 2004
Bachelor of Business Administration (B.B.A.), Management
Florida State College at Jacksonville 1999 — 2001
AA, Computer Information Systems
Bank of America Merrill Lynch July 2015 - Present
Lincoln Financial Advisors March 2013 - July 2015
Skills
Series 7, Retirement, Licensed Life & Health..., Series 66, Retirement Planning, Financial Planning, Wealth Management, Commercial Property..., Investment Strategies, Life Insurance, Team Building, Microsoft Office
Education
University of North Florida 2008 — 2012
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch July 2015 - Present
Bank of America April 2014 - Present
Bank of America October 2012 - April 2014
AAU BASKETBALL January 2012 - August 2012
MYERS PARK HIGH SCHOOOL January 2011 - January 2012
Chi Phi Fraternity January 2009 - February 2011
Skills
Leadership, Risk Management, Customer Service, Forecasting, Finance, Microsoft Excel, Microsoft Office, Retail, PowerPoint, Management, Strategy, Microsoft Word, Variance Analysis, Marketing, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
Finance
Harry D. Jacobs High School
Bank of America Merrill Lynch 1997 - Present
Skills
Leadership, Change Management, Banking, Management
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Organizational Communication
University of North Carolina at Charlotte
Bachelor of Arts (BA), Literature; World Religions
Bank of America Merrill Lynch September 2014 - Present
Bank of America September 2010 - September 2014
Bank of America November 2009 - September 2010
Bank of America January 2008 - November 2009
Enterprise Rent-A-Car August 2005 - January 2008
Skills
Outlook, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Public Speaking, Loans, Management, Financial Analysis, Finance, Banking, Expertise & Skills:..., English, Windows, Teaching, Photoshop, HTML, Leadership, SAP/eLedger, Insight, Modeling, Data Manipulation
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science in Business Administration, Marketing
Bank of America Merrill Lynch July 2015 - Present
Skills
Retail Banking, Business Development, Consumer Lending, Small Business Lending, Investment Advisory, Team Building, Debt Restructuring, Financial Analysis, Commercial Banking, Coaching, Relationship Management, Loans, Commercial Lending, Credit, Mortgage Lending, Cross Selling, Mortgage Banking, Financial Services, Portfolio Management, Sales Management, Loan Origination, Finance, Cold Calling, Credit Analysis, Sales, Banking, Management, Treasury Management, Strategy, Underwriting, Cash Management
Education
University of North Carolina at Wilmington
Business Administration
American Income Life Insurance Company May 2015 - September 2015
Bank of America Merrill Lynch October 2013 - April 2015
Garretson Firm Resolution Group, Inc. July 2012 - June 2013
UNC Charlotte August 2007 - July 2012
Firebirds Restaurants September 2009 - July 2011
Charles D. Lowder, Inc. May 2009 - August 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Leadership, Microsoft Word, Outlook, QuickBooks, Time Management, Sales, Access
Education
University of North Carolina at Charlotte 2007 — 2012
Bachelor of Science (BS), Accounting
Havelock High School 2003 — 2007
Merrill Lynch June 2012 - May 2014
Bank of America Merrill Lynch July 2010 - August 2012
Level One, LLC January 2006 - December 2008
Roechling Automotive March 2007 - September 2007
Skills
Public Relations, Public Speaking, Direct Sales, Sales Presentations, Customer Retention, Customer Engagement, Marketing Strategy, Marketing Research, Speech Writing, Creative Writing, Social Media, Marketing Communications, Team Leadership, Situational Leadership, Excel, Photoshop, Adobe Acrobat
Education
University of North Florida 2007 — 2011
Bachelor of Science (BS), Communications
Bank of America Merrill Lynch June 2014 - Present
Allscripts April 2013 - December 2013
3 Birds Marketing LLC October 2012 - October 2013
Digital Recorders May 2012 - November 2012
Carolina's Lending February 2012 - March 2012
Wachovia, A Wells Fargo Company 2011 - 2012
UNC Wilmington May 2010 - May 2011
Skills
Social Media Marketing, Marketing, Customer Service, Graphic Design, Data Entry, SQL
Education
University of North Carolina at Wilmington 2007 — 2011
Bachelor of Science, Business Administration
Bank of America Merrill Lynch November 2013 - Present
Third Coast Bank December 2012 - November 2013
US Courts May 2012 - December 2012
J Stowe & Co May 2011 - May 2012
Union Standard Insurance Group August 2010 - August 2011
Union Standard Insurance Group June 2010 - August 2010
Skills
Financial Analysis, Accounts Payable, Internal Audit, Account Reconciliation, Insurance, Covenants, Covenant Compliance, Accounts Receivable, Financial Risk, Finance, Credit, Banking, Accounting, Analysis
Education
University of North Texas 2009 — 2011
BBA, Finance
Effy Jewelry December 2014 - Present
Freelance model August 2013 - May 2015
Freelance Visual Styling September 2014 - October 2014
BPCM August 2014 - September 2014
Bank of America Merrill Lynch February 2011 - August 2014
Hispanic Church of Ashland January 2010 - June 2014
University of North Florida January 2010 - April 2010
Children's Home Society of Florida January 2010 - April 2010
American Lung Association August 2009 - December 2009
The Buzz January 2008 - May 2008
Skills
Writing, Journalism, Interviews, Public Speaking, Customer Service, Client Service Oriented, Spanish-speaking, Hands-on Learning, Presentations, Press Releases, Social Networking, Internal Communications, Media Relations, Strategic Communications, Event Planning, Blogging, Creative Writing, Social Media, Editing, Speech Writing, Nonprofits, Public Relations, Spanish, Fashion
Education
University of North Florida 2006 — 2010
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
The Haskell Company May 2013 - Present
Kemper Corporation December 2012 - April 2013
Bank of America Merrill Lynch August 2011 - December 2012
Skills
Python, JavaScript, Technical Support, Windows 7, SharePoint, Computer Hardware, XP, Help Desk Support, Active Directory, Microsoft Office, Information Technology, BMC Remedy, Blackberry Enterprise..., IT Service Management, Windows Server, DHCP, Data Center, Windows XP, Windows Vista, Windows, Access, Troubleshooting, Microsoft Exchange, Disaster Recovery, Software Documentation, Customer Service, Operating Systems, Network Administration, Incident Management, System Deployment, Citrix, Software Installation, Networking, Remote Desktop, Servers, System Administration, Printers, Business Analysis, Software Deployment, VPN, SCCM, Windows XP Pro, Group Policy, IT Management, Vendor Management, AutoCAD, ShoreTel
Education
University of North Florida 2005 — 2012
Bachelor of Science (B.S.), Political Science
Bank of America Merrill Lynch February 2015 - Present
Bank of America October 2009 - February 2015
Bank of America May 2007 - October 2009
Bank of America April 2006 - May 2007
Skills
Finance, Loans, Trading, Management, Financial Risk, Credit, Account Reconciliation, Analysis, Credit Analysis, Commercial Banking, Financial Analysis, Investment Banking, Accounting, CRM
Education
Colorado State University 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Bank of America Merrill Lynch July 1993 - Present
Bank of America Merrill Lynch July 1993 - Present
Merrill Lynch 2001 - 2003
Skills
Loans, Vendor Management, Project Management, Risk Management, Customer Service, Wealth Management, Mortgage Banking, Mortgage Lending, Loan Origination, Loan Servicing, Securities, Credit, Investments, Financial Analysis, Cash Management, Microsoft Excel, Management, Process Improvement, Financial Services, Access, Credit Analysis, Relationship Management, Portfolio Management, AML
Education
University of North Florida - College of Business Administration 1985 — 1987
Bachelor of Business Admin, Marketing
U.S. Bank July 2013 - Present
Bank of America Merrill Lynch August 2011 - July 2013
Bank of America Merrill Lynch July 2010 - August 2011
Bank of America Merrill Lynch June 2009 - August 2009
SABIC Innovative Plastics June 2008 - June 2009
Skills
Fixed Income, Securities, Financial Analysis, Market Research, Operational Risk..., Bloomberg Terminal, Microsoft Office, Microsoft Excel, Access, Banking, Finance, Financial Modeling
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
B.S.B.A., Finance and Economics
Knight Capital Group July 2011 - December 2011
Bank of America Merrill Lynch June 2009 - December 2010
Banc of America Securities, LLC May 2005 - June 2009
Citishare Corporation June 2004 - May 2005
The Geneva Companies / Smith Barney May 1997 - June 2004
Skills
Win 07/XP, MS Office Suite, Lotus Smart Suite, ACT!, Siebel, SalesForce, Bloomberg Terminal, Dun & Bradstreet, Prospector Database, Concur, HRIS, Microsoft Office, Salesforce.com, Management, Microsoft Excel, Microsoft Word, Sales, Time Management, Travel Arrangements
Education
University of North Carolina at Greensboro 1989 — 1993
Carolina Friends School 1987 — 1989
HS Diploma
Bank of America Merrill Lynch August 2011 - Present
Bank of America June 2010 - August 2011
HF Financial June 2009 - April 2010
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
Bachelor of Science, Marketing
Bank of America Merrill Lynch July 2015 - Present
Bank of America July 2014 - April 2015
Bank of America October 2012 - July 2014
Bank of America July 2011 - October 2012
Fairway Independent Mortgage Corporation September 2010 - July 2011
First Financial Services, Inc. March 2010 - September 2010
Bright Green Home Loans Inc August 2007 - March 2010
Benchmark Mortgage September 2005 - August 2007
Residential Mortgage Center, Inc. June 2003 - August 2005
First Decision Mortgage Inc June 2002 - June 2003
Skills
Mortgage Lending, Loan Origination, Credit, Loans, Mortgage Banking, Mortgage Servicing, FHA, Banking, CRM, Customer Service, Risk Management, Direct Sales, Database Admin, Multimedia, Political Advertising, Referrals, AML, Legal Compliance, FHA loans, Regulatory compliance, Operations Consultant, Finance, Management, Leadership, Refinance, Credit Analysis, Residential Mortgages, Financial Risk, Sales, Project Management, Anti Money Laundering
Education
University of North Carolina at Charlotte - Belk College of Business 1986 — 1990
Bachelor of Science (BS), Business Administration Marketing
Bank of America Merrill Lynch November 2013 - Present
Publix Super Markets June 2006 - November 2013
Skills
Customer Service, Microsoft Office, Time Management, Teamwork, Leadership, Microsoft Word
Education
University of North Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch March 2014 - March 2015
Merrill Lynch April 2013 - February 2014
Merrill Lynch January 2012 - April 2013
Merrill Lynch June 2010 - January 2012
Merrill Lynch May 2011 - August 2011
University of North Florida August 2008 - May 2010
University of North Florida 2007 - 2010
Fidelity Investments July 2007 - May 2008
University of North Florida June 2006 - May 2007
Skills
Management, Finance, Accounting, Equities, Financial Services, Fixed Income, Customer Service, Marketing Strategy, Mutual Funds, Securities, Managerial Finance, Trading, Options, Financial Advisory, Analysis, Investments, Public Speaking, Microsoft Office, Leadership
Education
University of North Florida 2008 — 2010
Master, Business Administration
University of North Florida 2004 — 2007
Bachelor, Business Administration; Business Management
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch April 2014 - Present
Bank of America November 2012 - March 2014
Bank of America January 2011 - November 2012
Starwood Hotels & Resorts Worldwide, Inc. August 2007 - January 2011
North Dallas Chamber of Commerce June 2007 - February 2008
Skills
Process Improvement, Customer Service, Training, Microsoft Excel, Program Management, Analysis, Credit, Payroll, Relationship Management, Finance, Risk Management, Time Management, Microsoft Office, AS400, Managerial, Escalation, Research, Training & Development, Situational Leadership, Lotus Notes, Status mart, Edge, PowerPoint, Quality Control, Multitasking Skills, Highly detail oriented, Coaching, Sales, Operations Management, Cross Selling, Team Building, Loans, Leadership Development, Business Analysis, Microsoft Word, Credit Analysis, Analytics, Project Management, Citrix, Banking, Leadership, Management, Financial Analysis, Financial Services, Portfolio Management, Employee Relations, Vendor Management, Performance Management, Retail Banking, Commercial Banking
Education
University of Oklahoma 2005 — 2007
Bachelor of Business management
University of North Texas
hospitality management, Business Management
University of North Texas
my Bachelors Degree, Hospitality Management and
Bank of America Merrill Lynch March 2015 - Present
United States Marine Corps May 2009 - Present
Northwestern Mutual May 2013 - February 2015
UPS March 2013 - January 2014
UPS August 2011 - March 2013
UPS June 2007 - August 2011
Skills
Operations Management, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, English, Research, Windows, Strategic Planning, Financial Analysis, Process Improvement, Leadership
Education
University of North Florida 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Services
Florida State College at Jacksonville 2008 — 2012
Associate of Arts (AA), Accounting
Bank of America Merrill Lynch June 2014 - Present
Pacifica Real Estate Investments May 2012 - Present
Skills
New Business Development, Cold Calling, Account Management, Marketing, Accounts Receivable, Accounts Payable, Commercial Real Estate, Corporate Real Estate, Real Estate Transactions, Sales Operations, Volunteering, Accounting, Forecasting, Project Management, Customer Service, Management, Social Media Marketing, Sales, Negotiation, Event Planning, Marketing Strategy
Education
University of North Carolina at Wilmington 2000 — 2004
BS, Marketing
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch February 2014 - Present
Fidelity National Information Services June 2012 - December 2012
Rise Asian April 2011 - January 2012
Skills
Risk Management, Financial Analysis, Technical Analysis, Valuation, Portfolio Management, Data Analysis, Trading, Strategic Financial..., Microsoft Excel, Financial Markets, Bloomberg Software, Thomson One Analytics, Capital IQ, Oracle Enterprise..., Financial Statement..., Foreign Exchange, Equities, Options, Oil Trading, Computer Hardware, Day Trading, Leadership, Public Speaking, Mutual Funds, Asset Management, Investments, Fixed Income, Bloomberg, Finance, Securities
Education
University of North Florida 2009 — 2013
Finance, Investments and Securities
Bank of America Merrill Lynch July 2015 - Present
Bank of America November 2013 - June 2015
Bank of America February 2012 - November 2013
Bank of America May 2011 - January 2012
Bank of America June 2010 - May 2011
Bank of America August 2009 - June 2010
Bank of America February 2008 - August 2009
Bank of America January 2006 - February 2008
Bank of America September 2002 - December 2005
Bank of America February 2001 - September 2002
Skills
Process Improvement, Vendor Management, Mortgage, Performance Management, Governance, Banking, Risk Management, Compliance, Product Management, Customer Relations, Operations Management, Cross-functional Team..., Management, Training, Relationship Management, Retail Banking, Credit Cards, Financial Services, Marketing Communications, Mortgage Lending, Customer Service, Program Management, Leadership, Business Planning, Mergers & Acquisitions, Business Strategy, Strategic Planning, Finance, Business Process..., Human Resources, Leadership Development, Credit, Portfolio Management, Sales, Loans, Budgets, Executive Management, Operational Risk..., Marketing, Mortgage Banking, Financial Risk, Consumer Lending, Start-ups, Loan Origination, Credit Analysis, Credit Risk, Payments, Treasury Management
Education
University of North Carolina at Charlotte 1987 — 1992
Bachelor of Arts, Political Science, Criminal Justice, Sociology
Bank of America Merrill Lynch July 2013 - Present
UNC Wilmington January 2013 - May 2013
Shell Island Resort August 2012 - May 2013
Northwestern Mutual 2011 - 2012
Skills
Finance, Financial Analysis, Sales, Interpersonal..., Marketing, Microsoft Word, Customer Service, Microsoft Office, Cold Calling, Time Management, Leadership, Social Media Marketing, Social Media, Social Networking, Event Planning, Portfolio Management, Training, Management, Microsoft Excel, Public Speaking, Investments, PowerPoint, Teamwork
Education
University of North Carolina at Wilmington 2008 — 2013
Bachelor of Science, Business Administration; Finance
Bank of America Merrill Lynch June 2015 - Present
ITT Systems October 2009 - June 2011
KBR, Inc. May 2006 - December 2009
US Army May 2002 - March 2006
Skills
Operations Management, Project Planning, Management, Supply Chain Management, Budgets, Inventory Management, Supervisory Skills, Logistics Management, Procurement, Team Building, Team Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2015
BS, Accounting
Bank of America/ Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2012 - November 2013
Merrill Lynch 2009 - 2012
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Derivatives, Investment Advisory, Asset Allocation, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2009
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
PrecisionLender 2014 - Present
Bank of America Merrill Lynch 2011 - 2014
Bank of America Merrill Lynch 2007 - September 2011
Bank of America 2005 - 2007
Bank of America 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Skills
Capital Markets, Derivatives, Financial Services, Finance, Portfolio Management, Loans, Bonds, CDO, Bloomberg, Microsoft Office, Excel, Corporate Finance, Financial Modeling, Risk Management, Credit Risk
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science in Business Administration, Management Information Systems (MIS)
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Shipman and Wright, LLP January 2010 - June 2010
Skills
Excel, VBA, Access, SQL, Spotfire
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: International Business
Bank of America Merrill Lynch April 2014 - Present
Skills
Portfolio Management, Financial Risk, Loans, Commercial Lending, Financial Analysis, Finance, Underwriting, Securities
Education
University of North Carolina at Wilmington 2006 — 2010
BS in Business Administration, Finance and Economics
Sabatical March 2014 - Present
Black Knight Financial Services Data & Analytics April 2011 - March 2014
PNC February 2011 - April 2011
Bank of America - Merrill Lynch September 1997 - December 2010
Prudential Insurance May 1992 - September 1997
U.S. Navy May 1981 - May 1987
Skills
SSRS
Education
University of North Florida 1988 — 1990
BS, Computer Information Systems
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2012 - July 2014
Bank of America Merrill Lynch June 2012 - August 2012
Yn Cafe 2010 - 2011
Vision Group Realty July 2007 - January 2010
RE/MAX at the Lake July 2006 - June 2007
Allen Tate Company January 2004 - June 2006
Skills
Financial Modeling, Corporate Finance, Leadership, Real Estate, Investments, Financial Analysis, Valuation, Commercial Real Estate
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
Bachelor of Applied Science (BASc), Finance
Community College of the Air Force 1998 — 1999
AS, Avionic Electronics
Bank of America Merrill Lynch January 2015 - Present
Bank of America July 2014 - January 2015
Read Write Serve (RWS) Program August 2012 - May 2014
Phillips Tax Group January 2013 - April 2014
United States Postal Service - UNC Charlotte Mail & Package Service Center August 2009 - February 2012
Skills
Microsoft Excel, Teamwork, Databases, Customer Service, Microsoft Word, Active Team Player, Work Ethic, Communication, Friendly Personality, Typing, Leadership, Virtual Assistance, Social Media, Social Skills, Academic Tutoring, Always Willing to Learn, Team Leadership, Critical Thinking
Education
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Science in Business Administration, Finance
Bank of America, Merrill Lynch July 2010 - Present
Merrill Lynch Commodities, Inc. June 2009 - August 2009
Skills
C#, Perl, MSMQ, SQL Server, Autosys, Windows Services, Critical Thinking, Data Analysis, Time Management, Commodity Markets, Technical Analysis, Client Relationship..., Information Technology
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Bachelor of Science in Business Administration, Management Information Systems, Operations Management
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors October 2014 - April 2015
Wells Fargo Advisors July 2012 - October 2014
Wells Fargo June 2011 - June 2012
Vision Marketing Consultants, LLC November 2008 - June 2011
Skills
Investments, Financial Services, Credit, Financial Advisory, Finance, Banking, Loans, Mutual Funds, Retirement Planning
Education
UNC Charlotte 2006 — 2011
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch April 2014 - Present
Bank of America September 2012 - April 2014
Bank of America February 2011 - September 2012
Compass Group North America August 2010 - February 2011
Carolina Pest Management May 2009 - August 2010
Skills
Microsoft Excel, Spreadsheets, QuickBooks, Marketing, Financial Statements, Financial Analysis, Financial Reporting, Finance, Banking, Forecasting, Budget Setting, Strategic Financial..., SAP, Essbase, Visual Basic, PowerPoint, Account Reconciliation, Accounting
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance & Marketing
Cigna-HealthSpring September 2014 - Present
Heloise Munson Foundation May 2013 - September 2014
CIGNA November 2012 - March 2014
JPMorgan Chase March 2012 - November 2012
Bank of America Merrill Lynch March 2010 - April 2012
Bank of America December 2006 - March 2010
Skills
Real Estate, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Management, Microsoft Excel, Analysis, Finance, Project Management, Banking, Financial Modeling, Microsoft Office, Customer Service, Vendor Management, Social Media Marketing, Marketing, Social Media, Leadership, Interviews, Consulting, Management Consulting
Education
University of North Texas 2007 — 2009
Bachelor of Science (BS), Marketing
The University of Texas at Dallas 2006 — 2007
Mechanical Engineering
Bank of America Merrill Lynch May 2011 - Present
Merrill Edge May 2007 - May 2011
Merrill Lynch August 2003 - May 2007
Skills
Retirement Planning, Retail Banking, Wealth Management, Project Management, Microsoft Office, Management, Financial Advisory, Financial Planning
Education
University of North Florida 1999 — 2002
Bachelor's degree, Accounting
Deutsche Bank May 2015 - Present
Deutsche Bank April 2014 - May 2015
Bank of America Merrill Lynch November 2013 - April 2014
Jacksonville Jaguars September 2013 - December 2013
State Street Bank & Trust March 2010 - February 2013
Nelnet September 2008 - October 2009
ING August 2008 - September 2008
ARIA Corporation May 2001 - August 2008
Skills
Analysis, Teamwork, Access, Data Analysis, Project Management, Event Planning, Microsoft Excel, Management Consulting, Customer Service, Insurance, Quality Assurance, PowerPoint, Process Improvement, Requirements Analysis, Business Strategy, Microsoft Office, Program Management, Coaching, Change Management, Sales, Business Analysis, Outlook, Market Research, Project Planning, Marketing, Social Media, Software Documentation, Employee Benefits, Training, Team Leadership, Leadership, Financial Analysis, Negotiation, Strategic Planning, Budgets, Microsoft Word, Research, Management, Account Management, Non-profits, System Administration, SharePoint, Team Building, Operations Management, Public Speaking, PeopleSoft, Team Management, Accounting, Finance, Time Management
Education
University of North Florida 2006 — 2008
Master's Degree, Public Administration, 3.5/4.0 GPA
University of North Florida 2000 — 2006
Bachelor's Degree, Psychology, 3.2/4.0
Wells Fargo July 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Charlotte Motor Speedway May 2011 - April 2013
Skills
Business Analysis, Integration, Regression Testing, Microsoft Applications, SDLC, Information Technology, Data Management, Bloomberg Terminal, System Testing, SharePoint, Adobe, Customer Service, Visio, Sponsorship, Leadership, Public Speaking, Microsoft Office, Marketing, Management
Education
University of North Carolina at Charlotte 2005 — 2009
Communication Studies
Bank of America June 2014 - Present
Bank of America Merrill Lynch September 2013 - August 2014
Deloitte & Touche July 2010 - September 2013
Marcosa S/A, Caterpillar Inc. Dealer May 2009 - October 2009
Nortel Networks May 2007 - August 2008
North Carolina Department of Commerce May 2006 - August 2006
Skills
Analytics, Business Strategy, Risk Management, Analysis, Risk, Financial Reporting, Inventory Management, Finance, Financial Risk, Strategy, Cross-functional Team..., Management, Financial Analysis, Project Management, Forecasting, Team Leadership, Mergers & Acquisitions, Internal Controls, Market Research, Enterprise Risk..., Investments, Management Consulting, Business Process..., Business Analysis, Financial Modeling, Banking, Portfolio Management, Corporate Finance, Process Improvement, Financial Services, Data Analysis, Financial Accounting, Change Management, Business Planning, Business Development, Strategic Planning, Treasury Management, Credit Risk, Sarbanes-Oxley Act, Risk Assessment, Equities, Basel II, Private Equity, IT Strategy, Fixed Income, Bloomberg, Credit, Liquidity Risk, Executive Management, Sarbanes-Oxley
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor, Finance
University of North Carolina at Wilmington 2005 — 2009
Bachelor, International Business
Bank of America Merrill Lynch August 2015 - Present
Enterprise Rent-A-Car April 2014 - August 2015
Enterprise Rent-A-Car April 2013 - April 2014
Enterprise Rent-A-Car July 2012 - March 2013
Wells Fargo March 2012 - July 2012
Jacksonville Jaguars September 2011 - June 2012
Sawgrass Country Club August 2011 - April 2012
Koja Sushi January 2009 - November 2011
Skills
Microsoft Office, Customer Service, communication skills, strong interpersonal..., Team Coordination, Sales Support, Data Analysis, Problem Solving, Team Building, Communication Skills, Sales Operations, PowerPoint, Sales, Account Management, Customer Satisfaction, Time Management, New Business Development, Marketing, Management, Communication, Microsoft Word, Leadership, Microsoft Excel
Education
University of North Florida - College of Business Administration 2006 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America Merrill Lynch June 1999 - Present
Bank of America Merrill Lynch February 2006 - Present
Bank of America Merrill Lynch December 2003 - February 2006
Bank of America Merrill Lynch June 2000 - December 2004
Bank of America Merrill Lynch June 1999 - July 2000
Chase Manhattan Corporation December 1997 - July 1999
First Union National Bank July 1992 - December 1997
American Express March 1990 - July 1992
Florida National Bank January 1989 - February 1990
Skills
Public Speaking, Consultative Selling, Strategic Consulting, Six Sigma, Green Belt, Product Management, Product Development, Sales Management, Cross-functional Team..., Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Control, Fraud Prevention, Fraud Analysis, Sales Presentations, Leadership Development, Treasury Management, Cash Management, Cash Flow Management, Credit Analysis, Credit Risk, Merchant Services, Financial Institutions, Credit Cards, Mortgage Banking, Commercial Lending, Commercial Mortgages, Interest Rate..., Capital Budgeting, Information Systems..., Product Profitability, EVA / SVA Modeling, International Cash..., Sales Process, New Business Development, Strategic Planning, Team Management, Business Case, Credit, Underwriting, Portfolio Management, Banking, Commercial Banking, Risk Management, Risk, Loans, Acquisition Integration, Dealer Finance
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, Finance
University of North Florida - College of Business Administration 1986 — 1991
BBA, Finance
Nathan Bedford Forrest 1983 — 1986
HS Diploma
EY February 2015 - Present
Accenture March 2014 - February 2015
Bank of America May 2012 - March 2014
Bank of America Merrill Lynch October 2010 - May 2012
Bank of America Merrill Lynch December 2009 - October 2010
Accenture April 2005 - December 2009
Skills
LoadRunner, Architecture, Integration, Resiliency, Middleware, Web Services, Performance Engineering, Performance Tuning, Performance Testing, Testing, SDLC, SOA, Unix, Quality Center, Agile Methodologies, Solution Architecture, Enterprise Architecture, Oracle, Requirements Analysis, Websphere, Software Design, Java Enterprise Edition, Software Project..., Requirements Gathering, Architectures
Education
University of North Carolina at Greensboro 2001 — 2004
BS, Computer Science
Canvas April 2015 - Present
Sprint April 2014 - April 2015
Bank of America Merrill Lynch December 2006 - April 2014
Preston Marketing Concepts May 2006 - September 2006
Limited Brands September 2003 - May 2006
Skills
Marketing, Sales, Marketing Communications, Email Marketing, Retail, Marketing Strategy, Market Research, Online Advertising, PowerPoint, Customer Service, Microsoft Office, Leadership, Strategy, Management, Sales Management
Education
University of North Carolina at Wilmington 2002 — 2006
Bachelor's of Science, Business/Marketing
Hopewell Valley High School 1998 — 2002
Erdős Intellectual Property Law September 2013 - Present
Federal Judiciary August 2012 - August 2013
University of North Carolina School of Law August 2009 - May 2012
RTI International April 2011 - December 2011
BCBSNC June 2010 - August 2010
Bank of America Merrill Lynch June 2006 - January 2009
National Institutes of Health June 2003 - August 2005
Skills
Legal Research, Internal Investigations, Litigation, Legal Writing, Policy Analysis, Research, Analysis, Statistics, Trials, Intellectual Property, Bankruptcy, Project Management, Courts, Corporate Law, Policy, Management, Legal Issues, Civil Litigation, Data Analysis, Westlaw, Editing, Microsoft Office, Public Policy, Public Speaking
Education
Wellesley College 2003 — 2007
BA, Bioinformatics, Middle Eastern Studies
University of North Carolina School of Law
University of North Carolina School of Law
Doctor of Law (J.D.), Intellectual Property Law
University of North Carolina School of Law
Bank of America Merrill Lynch March 2015 - Present
Novitas Solutions, Inc. November 2012 - March 2015
Skills
Customer Service, Marketing, Marketing Strategy, Project Management, Microsoft Excel, Sales, Research, Market Research, Leadership, Strategic Planning, Social Media, Strategy, Microsoft Office, Microsoft Word, Social Media Marketing, PowerPoint, Public Speaking, Public Relations, Social Networking, Analysis, Finance, Outlook, Data Analysis, Financial Analysis, Process Improvement
Education
University of North Florida 2010 — 2012
Bachelor's Degree, Marketing
Bank of America Merrill Lynch April 2015 - Present
BB&T July 2013 - April 2015
GNC February 2012 - April 2013
Providence Country Club April 2007 - July 2010
Skills
Finance, Risk Analysis, Sales, Data Analysis, Customer Service, Leadership, Microsoft Office, Financial Modeling, Microsoft Excel, Critical Thinking, Teamwork, Social Networking, PowerPoint, Microsoft Word, Investments, Statistics, Insurance, Supply Chain Management, Quality Management, Service Operations, Customer Relations, Event Planning, Mortgage Banking, Agency MBS, Secondary Mortgage...
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science in Business Administration, Concentrations: Finance, Operations Management
Bank of America Merrill Lynch November 2014 - Present
PNC MUSIC PAVILION June 2000 - September 2014
Bank of America July 2012 - August 2014
Bank of America July 2010 - July 2012
EXPRESS September 2005 - July 2010
Rack Room Shoes 2003 - 2005
Skills
Account Management, Accounting, Account Reconciliation, Banking, CRM, Customer Service, Event Planning, Internal Controls, Management, Microsoft Excel, New Business Development, Payroll, Retail, Sales, Software Documentation, Strategic Planning, Team Management, Teamwork, Time Management, Leadership, Microsoft Office, PowerPoint, Training, Social Media, Microsoft Word, Social Networking, Loans, Finance, Budgets, Public Speaking
Education
University of North Carolina at Charlotte 1994 — 1999
BS, Accounting, 3.2
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Adminstration, Finance - Commercial Banking, 3.2
Batesburg Leesville High School
Bank of America Merrill Lynch January 2015 - Present
Outsource Creative Communications 2012 - Present
Bank of America September 2010 - January 2015
The Examiner May 2009 - September 2010
Dynastic Partners July 2009 - June 2010
New England Sports Network May 2008 - August 2008
Schwartz MSL May 2008 - August 2008
Skills
Leadership, Research, Public Relations, Marketing, Social Media, Social Media Marketing, Blogging, PowerPoint, Sales, Marketing Communications, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Digital Media, Management, Press Releases, Public Speaking, Media Relations, Outlook, Banking, Process Improvement, Financial Analysis, Strategy, Training, Editing, Project Management, Social Networking, Team Building, Strategic Planning, Team Leadership, Risk Management, Coaching, Data Analysis, Analysis
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor's, English, Communications
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2014 - May 2015
Bank of America March 2013 - May 2014
Merrill Lynch May 2012 - March 2013
Bank of America July 2006 - May 2012
Skills
Retail Banking, Commercial Banking, Employee Training, Banking Relationships, Internet Banking, Cash Management, Consumer Lending, Mutual Funds, Customer Service, Banking
Education
University of North Florida 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Investments
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch February 2014 - Present
Aio Wireless August 2013 - February 2014
Verizon Wireless January 2011 - July 2013
AT&T Mobility September 2007 - October 2009
Skills
Sales Operations, Management, Small Business, Sales, Sales Management, Inventory Management, Commissioning, Compliance, Finance, Customer Service, Team Leadership
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
MetLife August 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Financial Resources Group,LLC June 2011 - August 2013
LPL Financial March 2008 - June 2011
First National Bank of Arizona November 2005 - September 2007
Skills
Series 7, series 66, Series 24, series 51, Bilingual-English/Spanis..., Securities, Mutual Funds, FINRA, Variable ann, Fixed Annuities, Broker-Dealer, Investments, Variable Annuities, Alternative Investments, Life Insurance, Finance, Options, Uniform Combined State..., Risk Management
Education
University of North Carolina at Charlotte 2001 — 2004
BSBA in Financial Management
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch April 2012 - November 2013
Bank of America Merrill Lynch September 2010 - April 2012
Skills
Team Management, Series 7, Financial Services, Wealth Management, Microsoft Excel, Customer Service, Administrative..., SharePoint, Six Sigma, Auditing, Process Improvement
Education
University of North Florida 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Merrill Lynch Bank of America July 2014 - Present
Merrill Lynch Bank of America December 2012 - July 2014
Merrill Lynch Bank of America August 2010 - December 2012
Merrill Lynch Bank of America October 2008 - August 2010
Bank of America Merrill Lynch December 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Series 63, Equities, Risk Management, Series 24, Uniform Combined State..., Asset Management, Relationship Management, Mutual Funds, FINRA, Business Analysis, Portfolio Management, Investments, Financial Analysis, Bloomberg, Retirement Planning, Asset Allocation, Securities
Education
University of North Florida 1997 — 2001
Bachelor's degree, Public Relations/Marketing
Bank of America June 2014 - Present
Bank of America September 2012 - May 2014
Bank of America Merrill Lynch June 2011 - October 2012
Merrill Edge June 2008 - June 2011
Merrill Edge November 2007 - June 2008
E*TRADE Financial February 2007 - November 2007
Skills
PowerPoint, Excel, Team Leadership, Customer Service, Business Strategy, Financial Managment, Investments, Organizational Behavior, Policy, Finance, Analysis, Relationship Management, Sales, Treasury Management, Strategy, Banking, Risk Management, Real Estate, Financial Analysis, Process Improvement, Strategic Planning
Education
Wake Forest University 2010 — 2011
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Psychology
University of Richmond 1998 — 2000
JPMorgan Chase & Co. January 2015 - Present
Ally Financial Inc. May 2012 - December 2014
Merrill Lynch October 2011 - May 2012
Bank of America Merrill Lynch September 2010 - October 2011
Milano Capital Management January 2008 - September 2010
Skills
Risk Analytics, Credit Analysis, Underwriting, Trading, Valuation, Technical Analysis, Series 7, Options Strategies, Futures, Equity Research, Credit Risk, Investments, Portfolio Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Credit, Management, Finance, Analysis, Customer Service
Education
University of North Florida 2005 — 2009
Bachelor of Business administration, Finance (Investments Concentration)
Bank of America Merrill Lynch February 2007 - Present
Bank of America November 2005 - February 2007
Bank of America March 2002 - November 2005
Bank of America February 1997 - March 2002
Customer Management Services February 1994 - February 1997
Uvamo, Inc. 1991 - 1993
MnM Publishing Corp 1989 - 1991
Skills
Marketing Strategy, Business Process Design, Change Management, Cross-functional Team..., Client Management, Vendor Management, Six Sigma, CRM, Business Process..., Management, Leadership, Strategic Partnerships, Program Management, Business Strategy, Banking, Marketing, Analysis, Data Analysis, Sales
Education
University of North Carolina at Greensboro
Bachelor of Science - Business Administration and Marketing
Bank of America Merrill Lynch March 2012 - Present
Transworld Systems November 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Options, Procedure Manuals, Metrics Reporting, Visio
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Master of Business Administration, Applied Investment Management/Finance
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
Bachelor of Science Business Administration, Finance major, Economics minor
Wells Fargo July 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
Bank of America Merrill Lynch October 2010 - June 2013
Bank of America Merrill Lynch May 2009 - October 2010
Bank of America May 2006 - May 2009
Bank of America December 2002 - May 2006
Skills
Global Association of..., Risk Management, Capital Markets, Credit Risk, Bloomberg, Banking, Credit Analysis, Operational Risk, Securities, Equities, AML, Operational Risk..., Financial Services, Market Risk, Financial Markets, FINRA, KYC, Due Diligence, Back Office, Trading Systems, Commercial Banking, Basel II, Relationship Management, Enterprise Risk..., Retail Banking, Credit Cards, Mortgage Banking
Education
University of North Carolina at Charlotte 1997 — 2000
Northside Christian Academy 1985 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
City National Bank May 2015 - Present
Bank of America Merrill Lynch January 2011 - May 2015
Bank of America July 2008 - January 2011
Bank of America January 2006 - July 2008
Bank of America September 2000 - January 2006
Elite Flooring, Inc January 1998 - February 2000
Skills
Leadership, Commercial Banking, Small Business Lending, Sales, Loans, Finance, Customer Service, New Business Development, Management, Asset Management, Retail, Entrepreneurship, Portfolio Management, Analysis, Banking, Financial Services, Credit, Mortgage Lending
Education
University of North Carolina at Wilmington 1993 — 1997
Bachelor of Science, Mathematics
U.S. Bank September 2013 - Present
Bank of America Merrill Lynch September 2010 - September 2013
Merrill Lynch November 2009 - September 2010
Merrill Lynch January 2009 - November 2009
Merrill Lynch April 2008 - January 2009
Merrill Lynch April 2007 - April 2008
Centralized Services February 2006 - April 2007
Skills
Certified Anti-Money..., Internal Audit, Risk Management, Financial Services, Operational Risk..., Microsoft Office, Lotus Notes, Segregation of Duties, Business Process, Compliance, Internal Controls, Enterprise Risk..., Trust Services, CFSA- Candidate, FINRA, Securities, Operational Risk, AML, Financial Risk, Mutual Funds, KYC, Wealth Management, Relationship Management, Investment Banking, OFAC, Wealth Management..., USA PATRIOT Act, Payments, Auditing, Banking, Anti Money Laundering
Education
University of North Florida 2002 — 2004
Bachelor of Arts, Business Administration; Marketing
University of North Florida - College of Business Administration 2002 — 2004
BA, Marketing/Business
Bank of America Merrill Lynch March 2012 - Present
Skills
Finance, Equities, Business Analysis, Fixed Income, Securities, Portfolio Management, Financial Analysis, Financial Risk, Risk Management, Banking, Trading, Analytics, Financial Services, Microsoft Office, Team Leadership, Analysis, Leadership, Customer Service, Marketing Strategy, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
Bachelor's Degree, Finance / Psychology
Bank of America Merrill Lynch 2008 - Present
Bank of America August 2005 - Present
Education
University of North Carolina at Charlotte - Belk College of Business
B.S.B.A Management-Human Resources
Bank of America Merrill Lynch May 2013 - Present
Banc of America Securities June 2004 - Present
Education
University of North Carolina at Wilmington 1995 — 2000
Bachelors, Business
Bank of America Merrill Lynch May 2006 - Present
SunTrust Robinson Humphrey August 2003 - May 2006
Wachovia Securities September 1999 - August 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science (BS) BA, Finance
Bank of America Merrill Lynch April 2010 - Present
Brink's Inc. April 2008 - February 2010
JPMorgan Chase November 2000 - April 2008
JPMorgan Chase (formerly Bank One) June 1999 - November 2000
Education
University of North Texas
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch July 2011 - Present
University of North Carolina May 2010 - May 2011
Deutsche Bank July 2007 - January 2010
Skills
Oracle, XML, SQL, DB2, Databases, MySQL, Financial Reference Data, Fixed Income, Equities, Python, XSLT, Object databases, Core Java, Swing, applets, JSP, TIBCO, EJB, scrum master, websphere, jboss, eclipse, netbeans, Java, JMS, Tomcat, Struts, Multithreading, Parallel Computing, Grid Computing, Hadoop, Apache Storm, JIRA
Education
University of North Carolina at Charlotte 2010 — 2011
Master of Science, Computer Science
Rajasthan University 2003 — 2007
B.E., Electronics and Communication
St annes school
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2008 - August 2013
Wachovia July 2007 - October 2008
Verizon Wireless June 2005 - July 2007
Skills
Risk Management, Business Analysis, Capital Markets, Data Mining, Technical Analysis, Process Improvement, Business Process Design, Process Management, Data Analysis, Financial Risk, Fixed Income, Credit Risk, Portfolio Management, Derivatives, Financial Modeling, Management, Leadership
Education
University of North Carolina at Charlotte 2001 — 2005
BA, Software & Information Systems
TIAA-CREF January 2012 - Present
Bank of America Merrill Lynch November 2009 - December 2011
Wells Fargo June 2007 - November 2009
First Investors Corporation January 2006 - December 2006
Hendrick Automotive Group March 2001 - August 2006
Skills
Derivatives, Structured Products, Capital Markets, Internal Audit, Asset Management, Investment Banking, Compliance, Pricing, Financial Analysis, Risk Management, Process Improvement, Operational Risk..., Strategy, Trading, Valuation, Analysis
Education
University of North Carolina at Charlotte 2003 — 2007
Finance, Finance and Economics
Bank of America Merrill Lynch April 2007 - Present
Skills
Bloomberg, Equities, Derivatives, Trading Systems, Market Data, Securities, Series 7, Series 63
Education
University of North Carolina at Charlotte
BSBA, Finance, General
Bank of America Merrill Lynch October 2014 - Present
BankofAmerica September 2011 - October 2014
Bank of America / Merrill Lynch 1996 - September 2011
First Union May 1991 - July 1993
Skills
Disaster Recovery, SDLC, Windows, Integration, Infrastructure, Vendor Management, Business Continuity, Enterprise Architecture, Data Center, IT Strategy, PMP, Virtualization, ITIL, Security, Active Directory, IT Management
Education
University of North Carolina at Charlotte 1983 — 1986
BSEE, Computer Engineering
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo November 2009 - May 2014
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Finance, Financial Services, Underwriting, Financial Modeling, Integrity, Leadership, Credit Analysis, Loan Origination, Refinance
Education
Omega Credit Training 2013 — 2014
Commerical Loans to Business
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance
Bank of America October 2013 - Present
Bank of America Merrill Lynch April 2012 - October 2013
Bank of America Merrill Lynch November 2009 - March 2012
Bank of America April 2004 - October 2009
MDSL July 2001 - March 2004
First Union National Bank June 1997 - June 2001
Maersk Line May 1996 - May 1997
Skills
Market Data, Trading Floor, Reference Data, Trading Systems, Electronic Trading, Low Latency, Capital Markets, Order Management, Financial Markets, Bloomberg, Investment Banking, Trading, Options, Vendor Management, Commodity, Back Office, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science Degree in Business Administration, Management & Marketing (dual degree)
Bank of America Merrill Lynch February 2011 - Present
Nelnet November 2001 - January 2011
Planogramming Solutions, Inc. 1996 - 2001
Skills
Banking, Loans, Process Improvement, Business Analysis, Financial Analysis, Financial Services, Portfolio Management, Credit, Risk Management, Vendor Management
Education
University of North Florida 1999 — 2001
BA, English
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch September 2007 - June 2015
Bank of America September 2006 - September 2007
Bank of America February 2005 - September 2006
Skills
Banking, Risk Management, Analysis, Customer Service, Financial Analysis, Financial Services, Portfolio Management, Leadership Development, Business Development, Sales, Commercial Banking, Team Leadership, Training, Cash Management, Treasury Services, Customer Service..., Customer Experience, Job Coaching, Auditing, Receiverships, Deposits, Cross Selling, Treasury Management, Treasury, Payments, Problem Solving, Banking Relationships, Internet Banking, Client Fulfillment, Fulfillment Services, Cash Flow, Process Improvement, Leadership, team, Teamwork, treas, Data Analysis, cash, Cash Handling, risk, Presentation Skills, sale, Risk Assessment, Credit Risk, Operational Risk, Risk Analysis
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's degree, Mathematics
Mitchell Community College
Associate of Arts (AA)
Bank of America February 2014 - Present
Bank of America May 2010 - December 2013
Bank of America Merrill Lynch February 2000 - May 2010
Banc of America Securities 2000 - 2010
Pic 'N Pay Shoes April 1999 - February 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Marketing and Management
Bank of America Merrill Lynch June 2010 - Present
BMW Manufacturing January 2010 - May 2010
UNCG January 2006 - December 2009
Skills
Outlook, Excel, PowerPoint, Word, Microsoft Office, Access, Navigator, Mac OS, SAP, Leadership, Customer Service, Financial Analysis, Data Analysis, Public Speaking, Visio, Time Management, Windows, System Administration, Financial Services, Event Planning, Microsoft Excel, Banking, Databases, Lotus Notes, Navigators, Microsoft Word, Project Management, SharePoint, Software Documentation, Troubleshooting, Business Analysis, Process Improvement
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Science (BS), Accounting, Finance, Information Systems
Burning Man June 2013 - Present
Music Academy of Western North Carolina January 2013 - Present
Hendersonville High School December 2014 - Present
Yale University November 2013 - Present
Burning Man October 2006 - Present
Open Hearts Arts Center December 2012 - Present
Transformus, LLC July 2004 - November 2014
Bank of America Merrill Lynch April 2010 - July 2011
Charlotte Mecklenburg Schools September 2008 - July 2011
Bank of America Merrill Lynch October 2006 - March 2009
Skills
Event Management, Community Outreach, Leadership Development, Program Management, Project Management, Event Planning, Management, Teaching, Fundraising, Volunteer Management, Public Speaking, Microsoft Office, Nonprofits, Project Planning, Social Networking, Workshop Facilitation, Non-profits, Social Media, Editing, Photoshop, HTML, Contract Negotiation, Art, Research, Policy, Grant Writing, Team Leadership, Public Relations, Customer Service, Contract Management, Strategic Planning, WordPress, Social Media Marketing, Blogging, Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Public Meeting..., Presentation Design, Online Moderation, Orchestral Music, Copywriting, Technical Writing, Curatorial Projects, Curriculum Design, Proofreading, Salesforce.com, Asana
Education
Yale University 1996 — 1998
Masters Degree in Music, Trumpet Performance
North Carolina School of the Arts 1992 — 1996
Bachelor's Degree in Music, Trumpet Performance
Aspen Music Festival and School 1996 — 1997
South Carolina Governor's School for the Arts and Humanities 1991 — 1992
Music Teaching Assistant summer of 1992, participant summer of 1991
Bank of America Merrill Lynch August 2014 - Present
St. Johns County District Schools August 2012 - August 2014
DTP Services, Inc. March 2001 - August 2012
Standard Printing & Copy Center July 1993 - March 2001
Skills
Windows XP Pro, Windows 7, Technical Support, Operating Systems, Troubleshooting, Windows Server, Servers, Software Installation, Computer Hardware, Hardware, Public Speaking, Networking
Education
University of North Florida 2011 — 2014
Bachelor's Degree, Computer and Information Sciences, 3.71/4.00
Bank of America April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2008 - July 2011
Bank of America Merrill Lynch October 2006 - June 2008
Bank of America Merrill Lynch June 2004 - October 2006
Bank of America Merrill Lynch April 2001 - June 2004
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Credit
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science, Business Administration
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch November 2010 - October 2013
United States Army February 2002 - June 2005
Skills
Microsoft Excel, Customer Service, Team Building, Microsoft Office, Credit, Financial Analysis, Budgets, Training
Education
University of North Carolina at Charlotte 2008 — 2010
Bachelor of Science (B.S.), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Bachelor of Science (B.S.), Accounting
North Carolina State University
CFP Program
Bank of America Merrill Lynch January 2011 - Present
Education
University of North Florida 2006 — 2010
Fidelity National Financial March 2013 - Present
Webster University 2007 - Present
CIT Group April 2012 - March 2013
Bank of America Merrill Lynch March 2008 - April 2012
Citigroup March 2005 - March 2008
Skills
Financial Analysis, Corporate Finance, Credit Analysis, Commercial Lending, Credit Risk, Commercial Banking, Credit, Underwriting, Capital Markets, Loans, Bloomberg, Financial Modeling, Debt, Banking, Investment Banking, Risk Management, Financial Markets, Risk, Financial Reporting, Excel, Asset Based Lending, Middle Market, Accounting, Finance
Education
University of North Florida 2001 — 2003
MBA, Finance
Webster University
Webster University
Bank of America Merrill Lynch 2002 - 2012
Education
University of North Florida 1998 — 2002
Bachelor of Science (BS), Health Administration/Business Administration
Bank of America Merrill Lynch May 2015 - Present
SLD Unlimited May 2014 - August 2014
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Science (BS), Economics
Bank of America Merrill Lynch November 2012 - Present
Bank of America Merrill Lynch March 2011 - October 2012
Merrill Lynch September 2010 - February 2011
Merrill Lynch October 2008 - December 2009
Skills
Operational Risk, Trading, Financial Modeling, Fixed Income, Securities, Equities, Derivatives, Options, Hedge Funds, Bloomberg
Education
University of North Florida - College of Business Administration 2004 — 2007
B.B.A., Finance
Bank of America Merrill Lynch September 2014 - Present
Magellan Transport Logistics April 2013 - July 2013
Outotec March 2011 - May 2012
TRC Staffing Services June 2010 - March 2011
Delmar Systems, Inc. October 2007 - June 2009
Randstad Work Solutions January 2004 - February 2006
The Homestead Restaurant January 2003 - June 2004
Tony Roma's Franchising August 2002 - December 2003
US Navy May 1998 - June 2002
Skills
Microsoft Office, SAP, Human Resources, Software Documentation
Education
University of North Florida 2002 — 2012
Bachelor of Arts (B.A.), Sociology
Bank of America Merrill Lynch July 2014 - Present
Bank of America June 2012 - July 2014
Bank of America 2000 - 2011
Skills
Compliance, Supervisory Skills, Business Continuity, Surveillance, AML, Securities, KYC, Wealth Management, Investments, Operational Risk..., Financial Analysis
Education
University of North Carolina at Charlotte 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch April 2011 - February 2013
Skills
Bloomberg, Investment Banking, Fixed Income, Equities, Capital Markets, Chartered Financial..., Futures, FX Spot, ABS, Securitization, Structured Finance
Education
University of North Carolina at Charlotte
JPMorgan Chase September 2012 - Present
Bank of America Merrill Lynch July 2006 - July 2012
Bank of America August 2003 - June 2006
Bank of America September 2000 - August 2003
Barrett Burke Wilson January 1998 - September 2000
Atlantic Mortage & Investment Corporation October 1994 - January 1998
Skills
Microsoft Office, Document Review, Moody's Risk Analyst..., Not-for-profit lending, Government lending, Financial Analysis, Financial Modeling, Underwriting, Residential Mortgage...
Education
University of North Florida - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Corporate Finance
Bank of America Merrill Lynch April 2011 - Present
Education
Universite de Nantes 2010 — 2010
University of North Florida 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies
AT&T December 2006 - Present
Bank of America Merrill Lynch August 2010 - May 2011
Skills
VoIP, SDLC, Wireless, Integration, Vendor Management, Telecommunications, Business Analysis, Forecasting, Financial Analysis, Strategic Financial..., Investments, Investment Advisory, Securities License, Investment Trading, Portfolio Management, Sales Operations, Managed Services, Problem Solving
Education
University of North Florida 2005 — 2009
Bachelor of Science, Business Management
U.S. Trust April 2014 - Present
Bank of America June 2012 - April 2014
Bank of America Merrill Lynch July 2006 - June 2012
Bank of America Merrill Lynch July 2005 - July 2006
Bank of America Merrill Lynch July 2000 - July 2005
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Regulatory Supervision..., Microsoft Office, Series 7, Series 24, Series 63, Series 65, Series 4, Series 53
Education
University of North Carolina at Charlotte 2002 — 2004
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2013 - February 2015
Bank of America Merrill Lynch June 2011 - July 2013
Skills
Funding
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of America Merrill Lynch Registered Client AssociateMerrill LynchAugust 2015 - Present
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
Shaner Hotels-Marriott July 2007 - August 2011
US Navy March 2000 - April 2006
Skills
Client Services, Investments
Education
University of North Florida 2011 — 2013
Bachelor’s Degree, Finance, Minor in Economics, 3.02 GPA