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
First Quadrant November 2011 - Present
Bank of America Merrill Lynch April 2010 - September 2011
SunGard Financial Systems February 2008 - April 2010
Wharton Small Business Development Center January 2006 - June 2007
International SOS, Inc August 2005 - January 2006
Smiling Screens Inc March 2003 - June 2005
Skills
Risk Management, Derivatives, Fixed Income, Market Risk, Management, Foreign Exchange, Equities, Bloomberg, Options, Capital Markets, Analysis, Financial Modeling, Business Analysis, Portfolio Management, Trading Systems, Java
Education
University of Pennsylvania 1997 — 2002
BSE, Computers and Telecommunications Engineering
University of Southern California 2014 — 2016
Master's Degree, Financial Engineering (MSFE) - Part-time
Phillips Academy Andover 1993 — 1997
Marketo October 2013 - Present
BrightEdge July 2013 - October 2013
Gooru May 2013 - July 2013
University of Pennsylvania September 2011 - May 2013
Bank of America, Merrill Lynch June 2012 - August 2012
Lab of Computer Technology in Assisting Education March 2008 - October 2010
Skills
Java, XML, SQL, JavaScript, Software Engineering, MySQL, C#, AJAX, Java software..., SQL Server, ASP.NET AJAX, HTML, jQuery, Design Patterns, Oracle, ASP.NET, Microsoft SQL Server, Python, PHP, Databases, Algorithms, JSP, JSON, Struts2, SOAP, XQuery, XPath, Web Development, Subversion, Eclipse, Visual Studio, J2EE, Servlets, Web Services, .NET, Tomcat, NetBeans, PL/SQL, HTML5, GWT, Ext JS
Education
University of Pennsylvania 2011 — 2013
MSE, Telecom and Network
Dalian University of Technology (DUT) 2007 — 2011
Bachelor of Science, Software Engineering
Alvarez & Marsal September 2015 - Present
Notre Dame Men's Lacrosse August 2010 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
Corrigan Sports Enterprises January 2009 - August 2012
Skills
Team Leadership, Coaching, Microsoft Office, Sports Marketing, Problem Solving
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Consulting
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's Degree, Finance
River Hill High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
AR Capital June 2012 - August 2012
Merrill Lynch September 2009 - January 2012
Skills
Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance, Senior
Bergen County Academies 2006 — 2010
International Baccalaureate Diploma, Academy for Business and Finance
PhotoHouse Films August 2014 - Present
Bull Rock Films 2009 - Present
Bank of America Merrill Lynch 2008 - 2011
Winton duPont Films 2001 - 2008
Dig It Audio 2002 - 2003
AMC Networks 1999 - 2000
Skills
Video Editing, Videographer, Film Production, Post Production, Video Production, Editing, Screenwriting, Independent Film, Directing, Voice Over, Film, Video, Producing, Entertainment, Sound, Final Cut Pro, Broadcast, Television, New Media
Education
University of North Texas
Radio Television and Film
Goldman Sachs September 2015 - September 2015
Wynnchurch Capital August 2015 - August 2015
ICF Interactive June 2013 - August 2015
Bank of America Merrill Lynch May 2015 - May 2015
University of Notre Dame August 2014 - May 2015
J.P. Morgan April 2015 - April 2015
Robinson Community Learning Center August 2013 - May 2014
Skills
Financial Modeling, Valuation, Leadership, Organization, Microsoft Office, Social Media, Operations, Sales, Microsoft Dynamics, Salesforce.com, Photography, Photoshop
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's Degree, Finance
Hinsdale Central High School 2009 — 2013
Bank of America Merrill Lynch December 2010 - Present
Bank of America Merrill Lynch October 2008 - December 2010
Flaming Circle Ltd August 2006 - September 2008
Barclays Investment Bank July 2006 - May 2008
Skills
Portfolio Management, Capital Markets, Asset Management, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Financial Risk, Derivatives, Risk Management, Digital Marketing, Entrepreneurship, Analysis, Fixed Income, Investment Banking, Equities, Emerging Markets, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Credit Analysis, Private Equity, Credit Risk, Financial Markets, Due Diligence, Finance, Credit, Trading
Education
General Assembly New York 2014 — 2014
Digital Marketing
Queens Economic Development Corporation 2013 — 2013
Entrepreneurial Assistance Program, Entrepreneurship/Entrepreneurial Studies
University of Nottingham 2003 — 2006
Bachelor's Degree, Psychology & Cognitive Neuroscience, 2:1 (Hons)
St Pauls School, London 1997 — 2002
High School, A-Levels - Biology, Chemistry, Geography, 3 A's
Hindsight Inc. August 2015 - Present
J.P. Morgan June 2013 - August 2015
Bank of America Merrill Lynch June 2012 - August 2012
Wharton Small Business Development Center July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
University of Pennsylvania - College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics, Mathematics
Umpqua Bank July 2013 - Present
Kappa Kappa Gamma January 2013 - Present
Umpqua Bank November 2010 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Event Planning, Outlook, Sales, Loans, Consumer Lending, Banking, Small Business Lending, Auditing, Financial Analysis, Time Management, Leadership, Accounting, Compliance Management, Leading Positive Change, Social Networking
Education
University of Oregon 2006 — 2010
Accounting, Accounting & Business Administration
Copenhagen Business School 2009 — 2009
Accounting, International Business
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch January 2012 - January 2015
Bank of America Merrill Lynch June 2009 - January 2012
Skills
Investment Banking, Valuation, Financial Modeling, Securitization, Finance, Banking, Financial Analysis, Loans, Corporate Finance, Due Diligence, Private Equity, Investments, Capital Markets, Bloomberg, Mortgage Lending
Education
University of Pennsylvania 2005 — 2009
BS, Economics (Finance, Marketing)
University of Pennsylvania - The Wharton School 2005 — 2009
Economics, Finance, Marketing
Bank of America Merrill Lynch June 2015 - Present
Sigma Pi Fraternity April 2013 - November 2014
LPL Financial June 2011 - August 2013
Sigma Pi - Iota Epsilon November 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, HTML, Strategic Planning, Budgets, Negotiation, Editing, Finance, Management
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Economics, Junior
Bank of America Merrill Lynch July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Mathematics
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Finance
Per Mar Security Services October 2014 - Present
Per Mar Security Services March 2014 - October 2014
Per Mar Security Services August 2011 - March 2014
Bank of America-Merrill Lynch July 2008 - August 2011
Skills
Strategic Planning, Leadership, Management, Team Building, Customer Service, Public Speaking, Security, Budgets, Sales Management, Marketing
Education
University of Notre Dame 2004 — 2008
B.A., Economics, Philosophy
University of Pennsylvania September 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Vecima Networks August 2011 - May 2013
MindTree Ltd. January 2011 - May 2011
Skills
C, Eclipse, Linux, C++, Java, Matlab, LaTeX, Python, Software Engineering, Programming, Algorithms, JavaScript, HTML, XML, SQL, Software Development
Education
University of Pennsylvania 2013 — 2015
Master of Science and Engineering (MSE), Computer and Information Sciences, General
NMAM Institute of Technology 2007 — 2011
Bachelor of Engineering (BE), Computer Science & Engineering
Bank of America Merrill Lynch January 2015 - Present
La Opinion June 2014 - Present
Banorte May 2014 - June 2014
MONEX June 2013 - July 2013
Skills
Spanish, Microsoft Word, Microsoft Excel, Corporate Finance, Financial Analysis, Theatre, Film, Television, PowerPoint, Microsoft Office, Customer Service, Banking, Outlook, Accounting, Portfolio Management, Budgets, Investments, Equities
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Bachelor of Business Administration (BBA), Finance., 3.5
University of Notre Dame 2012 — 2016
Economics and Film, Television, and Theatre
American School Foundation in Mexico City 1995 — 2012
High School, The International Baccalaureate Diploma Programme
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2014 - May 2015
UBS Investment Bank July 2011 - March 2014
UBS June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
University of Pennsylvania
Bank of America Merrill Lynch September 2014 - Present
Bank of America July 2012 - September 2014
Bank of America November 2010 - July 2012
Skills
Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Treasury Services, Teller Operations, Risk Management
Education
University of North Texas 2006 — 2012
Bachelor's degree, Finance, General, 3.3 Business School GPA
University of North Texas 2006 — 2012
Bachelor of Business Administration, Finance
Ringleader Ventures October 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Excel
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Computing
Riverdale Country School
High School
Bank of America Merrill Lynch January 2015 - Present
Deutsche Bank October 2010 - October 2013
Business Consultant August 2006 - October 2010
P&J Realty August 2006 - August 2010
Filter 14 / NA May 2000 - January 2006
United States Government / DCFC August 1999 - December 2000
Credit Suisse January 1996 - July 1999
Bear Stearns & Company May 1990 - January 1996
Skills
Hedge Funds, Analytics, Negotiation, Management, Valuation, Risk Management, Finance, Start-ups, Banking, Portfolio Management, Financial Risk, Investment Banking, Management Consulting, Loans, Structured Finance, Securities, Credit, Bonds, Fixed Income, Derivatives, Market Risk, Trading, Capital Markets, Equities, Financial Modeling, Asset Management, Structured Products, Financial Markets, Investments, Strategy
Education
University of Pennsylvania
BA, Economics
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - February 2015
Bank of America June 2013 - August 2013
Ladenburg Thalmann July 2012 - August 2012
Royal Caribbean International May 2012 - June 2012
Burger King Corporation June 2011 - August 2011
University of Pennsylvania September 2010 - May 2011
Skills
Data Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics
Metalmark Capital August 2014 - Present
Greenhill & Co. June 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
ING Financial Partners September 2009 - December 2009
Skills
Investment Banking, Finance, Corporate Finance, Restructuring, Private Equity, LBO, Due Diligence, Capital IQ, DCF, Economics
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, Magna Cum Laude
Bank of America Merrill Lynch June 2014 - Present
Leitzes&Co. June 2013 - August 2013
Monitor Group July 2012 - August 2012
BOBABROS 2011 - 2012
Skills
Research, PowerPoint, Spanish, Microsoft Excel, Marketing, Microsoft Office, Social Media, Public Speaking, Financial Analysis, Fundraising, Change Management, Strategic Planning, Non-profits, Event Management, Event Planning, Editing, Marketing Communications, French, Graphic Design, Creative Consultation, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2015
Bachelor of Science in Economics, Finance and Management
University of Pennsylvania 2010 — 2015
Bachelor of Fine Arts (B.F.A.), Painting
wycombe abbey school 2005 — 2010
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch June 2013 - January 2015
Barclays Capital Inc. May 2012 - May 2013
RBS Securities Inc. August 2010 - May 2012
Merrill Lynch September 2006 - July 2010
Shearman and Sterling LLP 1998 - 2006
Skills
Securities Regulation, Securities, Capital Markets, Corporate Governance, Structured Products, Cross-border..., Indices, Investment Advisory, Investment Strategies, Derivatives, Start-ups, Social Entrepreneurship, Women Owned Business
Education
Barrister, Middle Temple Inn of Court (UK) 1995 — 1996
Barrister, Law
University of Nottingham (UK) 1992 — 1995
LLB, Law
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Deutsche Bank May 2013 - June 2013
Julius Baer June 2012 - August 2012
Skills
Microsoft Excel, Microeconomics, International Economics, Investment Banking, PowerPoint, Public Speaking, Capital IQ, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Political Science, Magna Cum Laude
University of Notre Dame August 2015 - Present
UBS Investment Bank May 2015 - August 2015
University of Notre Dame January 2015 - May 2015
BBDO August 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
EMC May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Access, Salesforce Training, Social Media, Leadership, Blogging, Fundraising, Program Management, Management, Recruiting, Advertising, Finance, Financial Analysis, Salesforce.com, Market Research, Access, PowerPoint, Public Speaking, Customer Service
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration, Finance, Poverty Studies
University of Notre Dame, London 2014 — 2014
Saint Theodore Guerin Catholic High School 2008 — 2012
Applied Predictive Technologies August 2014 - Present
University of Pennsylvania January 2014 - Present
University of Pennsylvania August 2012 - Present
University of Pennsylvania August 2013 - December 2013
Bank of America - Merrill Lynch June 2013 - August 2013
Weigle Information Commons September 2012 - April 2013
Institut Supérieur d'Electronique de Paris January 2012 - May 2012
ESPCI January 2012 - May 2012
Vellore Institute Of Technology 2008 - 2011
MTNL June 2010 - July 2010
Skills
Matlab, C, Programming, Simulink, C++, SQL, Python, Java, Microsoft SQL Server, Microsoft Excel, Databases, Data Analysis, Data Mining, Weka, Data Analytics
Education
University of Pennsylvania 2012 — 2014
Master of Science (MS), Computer Systems Networking and Telecommunications
Vellore Institute of Technology 2008 — 2012
BTECH, Electronics and Communication
Goldman Sachs November 2012 - Present
Bank of America Merrill Lynch September 2010 - December 2012
Bank of America November 2009 - September 2010
Bank of America December 2008 - November 2009
Education
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor of Business Administration
Towers Watson May 2008 - Present
Milliman May 2005 - April 2008
Bank of America Merrill Lynch 1998 - 2005
Aon Hewitt 1995 - 1998
Skills
Employee Benefits, Change Management, Project Management, Business Analysis, Data Analysis, Dependent Audit, Benefits Administration, Retirement Benefits, Technology Management, Budget Management, Outsourcing Management, Performance Management, Leadership, Requirements Gathering, Management, Business Process..., Process Improvement, Vendor Management, Consulting
Education
University of Notre Dame
Bachelor’s Degree
Jefferies February 2015 - Present
Empire Angels 2014 - Present
EquityZen November 2014 - February 2015
Citigroup, Inc. June 2011 - August 2014
Citigroup, Inc. July 2008 - May 2011
Bank of America Merrill Lynch May 2007 - July 2007
Goldman Sachs June 2006 - August 2006
Industrial Science & Technology Network, Inc. (Nanotech Startup) February 2006 - June 2006
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Strategy, Corporate Finance, Business Development, Emerging Markets, Equities, Investment Strategies, Project Execution, Materials Science, Business Intelligence, Consumer and Retail..., Project Management, Accounting, Due Diligence, Private Equity
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2004 — 2008
Bachelor of Science in Engineering, Material Sciences
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Python, Java, Databases, SQL, C, C++, Programming, Linux, Research, Accounting, HTML, Data Analysis, Unix, Microsoft SQL Server, Microsoft Excel, Microsoft Office, Test Driven Development, Acceptance Testing, Statistics, Financial Markets, Scala, Haskell
Education
University of Pennsylvania 2012 — 2014
Master of Computer and Information Technology
Wartburg College 2008 — 2011
Bachelor of Arts in Accounting, cum laude
Bank of America Merrill Lynch May 2015 - Present
Citi July 2013 - April 2015
Morgan Stanley June 2012 - July 2013
University of Ottawa September 2010 - June 2012
Applied Materials August 2007 - August 2010
Skills
C#, ASP.NET, WCF, HTML5, JavaScript, PL/SQL, WPF, Java, Oracle, DevExpress, Sybase, Enterprise Library, SQL Server, Infragistics, Syncfusion, Microsoft SQL Server
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
MSc, Computer Science, Straight A
Xi'an Jiaotong University 2003 — 2007
BS, Computer Science
MTS Health Partners, L.P. July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
'47 Brand September 2013 - May 2014
Vicus Therapeutics, LLC May 2013 - August 2013
Northwestern University Center for Sleep and Circadian Biology May 2012 - August 2012
Mark Kirk for United States Senate June 2009 - November 2010
Skills
Public Speaking, Spanish, Biotechnology, Corporate Finance, Valuation, Financial Markets, Healthcare, Financial Modeling, Leadership, Microsoft Word, Economics
Education
University of Pennsylvania 2011 — 2015
Roy and Diana Vagelos Dual Degree Program in Life Sciences and Management, B.S., Economics (Finance Concentration); B.A., Biological Basis of Behavior
Highland Park High School 2007 — 2011
Yodle December 2013 - Present
Suite 1521 LLC August 2013 - December 2013
TowerBrook Capital Partners August 2011 - June 2013
Bank of America Merrill Lynch June 2009 - June 2011
The Blackstone Group June 2008 - August 2008
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Leveraged Finance, Financial Analysis, Financial Modeling, Due Diligence, Credit Analysis, LBO, Investments, Strategic Data Analysis, Strategic Financial..., Bloomberg, Tableau, Finance, Corporate Finance
Education
University of Pennsylvania 2005 — 2009
BS in Economics and BSE in Mechanical Engineering, Finance, Mechanical Engineering
Elkins
Bank of America Merrill Lynch July 2012 - Present
Notre Dame Learning Resource Center August 2009 - May 2012
Merrill Lynch June 2011 - August 2011
Barclaycard June 2010 - August 2010
Skills
Trading, Investments, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelors, Accounting
University of Notre Dame London 2011 — 2011
BMO Harris Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America Merrill Lynch November 2007 - December 2010
LaSalle Bank September 2006 - October 2007
Bank of America Business Capital April 2003 - August 2006
Fleet Capital Corporation February 2000 - March 2003
Fleet Capital Corporation September 1998 - January 2000
Ernst & Young October 1995 - August 1998
Skills
Asset Based Lending, Commercial Banking, Underwriting, Credit Analysis, Portfolio Management, Cross Selling, New Business Development, Debt Structuring, Relationship Management, Banking, Finance, Loans, Due Diligence, Credit, Restructuring, Debt Restructuring, Private Equity, Business Development
Education
University of Notre Dame 1991 — 1995
BBA, Accounting
Bank of America Merrill Lynch July 2013 - Present
University of Pennsylvania November 2011 - April 2013
GSI Commerce - eBay Inc. June 2012 - August 2012
Brakes India Limited June 2010 - July 2010
Skills
C, C++, Java, ASP.NET, Microsoft Office, Solidworks, NetBeans, Eclipse, Python, Perl, Ruby, JavaScript, Programming
Education
University of Pennsylvania 2011 — 2013
MS, Computer Science, 3.52
Vellore Institute of Technology 2007 — 2011
B.Tech, Computer Science and Engineering, 4.0
Bank of America Merrill Lynch July 2011 - September 2013
Skills
Social Network Analysis, Python, MySQL, Machine Learning, Hedge Funds, Equity Research, Investment Banking, Valuation, Bloomberg, Fixed Income, Financial Modeling, Investments, Financial Markets, Equity Valuation, Financial Analysis, Microsoft Office, Github, Vim
Education
The University of Chicago 2014 — 2015
Master's of Arts Program in the Social Sciences, with focus in Computational Social Science
University of Oxford 2007 — 2011
MEng, Engineering Science
The Godolphin and Latymer School 2005 — 2007
A Level
Citi May 2012 - Present
Project Management Institute April 2004 - October 2012
Deutsche Bank November 2011 - May 2012
Bank of America-Merrill Lynch 2009 - September 2011
Merrill Lynch July 2008 - September 2011
TekSystems 2008 - September 2011
Bank of America 2008 - 2011
Hewlett-Packard July 2008 - December 2008
Fidelity National Information Services October 2007 - April 2008
Lender Processing Services, Inc (LPS), formerly Fidelity Lending Services, Inc (FIS) 2008 - 2008
Skills
PMP, Process Development, IT Governance, Line Management, Product Management, Program Management, CISA, MBA, Project Planning, MS Office Suite, MS Project, Visio, Software Project..., Project Delivery, Product Marketing, Marketing Strategy, Product Development, Product Design, Product Strategy, Product Launch, PCI DSS, Security Audits, Computer Security, Security Management, IT Audit, SDLC, Process Simulation, Resource Management, Management, Project Portfolio..., Microsoft Office, Enterprise Architecture, Security, Data Center, CRM, Software Documentation, PMO, Leadership, Vendor Management, IT Strategy, IT Management, Governance, Strategy, Competitive Analysis, Disaster Recovery, Risk Management, Business Process, Business Analysis, Quality Assurance, Analysis
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1981
MBA, Business Administration
University of Notre Dame 1969 — 1973
BSME, Mechanical Engineering
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
St. Sebastian's School 2006 — 2010
Bank of America Merrill Lynch October 2012 - Present
DeMatteo Monness LLC September 2009 - October 2012
Goldman Sachs November 2007 - October 2009
Goldman Sachs September 2006 - October 2007
Goldman Sachs June 2003 - August 2006
Goldman Sachs July 2001 - June 2003
Skills
Analysis, Asset Management, Business Development, Capital Markets, Equities, Equity Research, Hedge Funds, Leadership, Management, Marketing, Sales, Strategy, Business Planning, Bloomberg, Financial Services, Investor Relations, Financial Analysis, Risk Management, Strategic Partnerships, Valuation, IT Strategy, Investments, Electronic Trading, Financial Modeling, Investment Banking, Competitive Analysis, Derivatives, Mergers & Acquisitions, Alternative Investments, Financial Markets, Operations Management, Equity Trading, Portfolio Management, Series 63, Finance, Venture Capital, Emerging Markets, Corporate Finance, Private Equity, Investment Management, Due Diligence, Series 7, Fixed Income, Mutual Funds, Trading, Securities
Education
University of Pennsylvania 1998 — 2001
Bachelor of Arts (B.A.), Economics
The University of Chicago 1997 — 1998
Economics
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch December 2010 - January 2013
Bank of America Merrill Lynch March 2008 - December 2010
GE Commercial Finance January 2006 - March 2008
GE Commercial Finance February 2005 - December 2005
GE Commercial Finance March 2002 - February 2005
Bank of America February 2000 - February 2002
Bank of America June 1998 - January 2000
Skills
Structured Finance, Financial Structuring, Underwriting, Commercial Banking, Financial Services, Capital Markets, Commercial Lending, Financial Modeling, Credit Analysis, Portfolio Management, Banking, Banking Relationships, New Business Development, Credit, Corporate Finance, Mergers & Acquisitions, Forecasting, Due Diligence, Cash Management, Negotiation, Loans, Treasury Management, Derivatives, Investments, Financial Risk, Loan Origination
Education
University of Notre Dame 1994 — 1998
Bachelor of Science
Bank of America Merrill Lynch January 2015 - Present
Bank of America / Merrill Lynch January 2012 - Present
Bank of America / Merrill Lynch July 2010 - January 2012
Memory Computational lab, University of Pennsylvania November 2009 - May 2010
Independence Blue Cross 2009 - 2009
Infosys Technologies Limited June 2007 - August 2008
DRDO (Defense Research and Development Organization) January 2007 - May 2007
Skills
Java, SDLC, Software Development, Python, Application Development, Perl, Programming, J2EE, iPhone development, iOS SDK, iPad Development, Oracle, SQL, C++, Web Services, Java Enterprise Edition, iPad, Software Design, Mobile Applications, Agile Methodologies, JavaScript, Algorithms, Requirements Analysis, Data Analysis, Management
Education
University of Pennsylvania 2008 — 2010
MS, Computer Systems and Networking
Institute of Technology, Nirma University 2003 — 2007
B.Tech, Electronics and Communciation
University of Notre Dame May 2015 - Present
Goldman Sachs September 2015 - September 2015
Dearborn Capital Management, LLC July 2015 - August 2015
Credit Suisse July 2015 - July 2015
Shenzhen Stock Exchange May 2015 - July 2015
Bank of America Merrill Lynch May 2015 - May 2015
Guosen Securities December 2014 - January 2015
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Mathematics
Uber November 2014 - Present
Bank of America Merrill Lynch July 2013 - November 2014
The Lind Partners, LLC May 2012 - July 2013
Dewey & LeBoeuf LLP June 2011 - May 2012
Skills
Securities Regulation, Legal Research, Legal Writing, Arbitration, Joint Ventures, M&A experience, Real Estate Transactions, Trials, Courts, Management, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BA, Philosophy, Politics, and Economics
St. Paul's School (Concord, NH) 2004 — 2007
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch July 2011 - January 2014
IndustryPrimers.com January 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Decision Strategies International, Inc. June 2009 - August 2009
Uloop January 2008 - May 2008
Skills
Financial Modeling, Management Consulting, Healthcare, Matlab, Data Analysis, Pharmaceutical Industry
Education
University of Pennsylvania 2007 — 2011
BS Engineering, Chemical and Biomolecular Engineering (Pharmaceutics and Biotechnology Concentration)
Glastonbury High School 2003 — 2007
Jonathan Rose Companies April 2015 - Present
Related Companies April 2013 - March 2015
Bank of America Merrill Lynch June 2011 - April 2013
Real Property Capital, Inc. June 2010 - March 2011
Education
University of Pennsylvania 2009 — 2011
Master of City Planning, Real Estate Development and Urban Design
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Urban Studies and Real Estate Development
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - Present
Anthropologie September 2012 - September 2013
Himalayan Consensus Institute July 2011 - February 2012
Beijing Camriver Educational Consultation Limited August 2010 - July 2011
Skills
Time Management, Social Media, Management, Customer Service, Sales, Leadership, Communication, Strategic Planning, Editing, Research, Project Management, Social Media Marketing, Public Speaking, Microsoft Office, Marketing Strategy, PowerPoint, Marketing
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Finance
Purdue University 2005 — 2009
Bachelor of Arts (BA), History
Hinsdale Central HS
University of Oklahoma
Bank of America Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch May 2012 - December 2014
Bank of America Merrill Lynch June 2011 - August 2011
PNC June 2010 - August 2010
Lockheed Martin May 2009 - August 2009
Skills
Sales, Series 7, Series 63, Bloomberg Terminal, Fixed Income
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Philosophy, cum laude
North Allegheny Senior High School 2004 — 2008
Academic Honors
L.E.K. Consulting September 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
GE Capital June 2013 - August 2013
Skills
Nonprofits, Data Analysis, Microsoft Excel, Strategic Planning, Economics, Business Strategy, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Gitanjali Senior School (ISC Affiliation) 2009 — 2011
High School, Commerce, Accounts, Economics, Mathematics, Environmental Education, English Literature
Rishi Valley School 2003 — 2009
High School
Bank of America Merrill Lynch May 2014 - Present
Bank of America June 2011 - May 2014
Bank of America September 2008 - June 2011
Bank of America May 2003 - September 2008
Skills
Loans, Consumer Lending, Banking, Credit, Small Business Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Loan Origination, Mortgage Banking, Cross Selling, Credit Risk, Sales, Commercial Banking, Relationship Management, Portfolio Management, Commercial Lending, Business Development, Strategic Planning
Education
University of Oregon 2001 — 2005
Bachelor of Applied Science (BASc), Economics
University of Oregon 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Economics
Bank of America Merrill Lynch June 2013 - Present
University of Notre Dame August 2012 - June 2013
Bank of America June 2012 - August 2012
Catholic Relief Services June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, Stata, LaTeX, Research, Microsoft Word, Public Speaking, Editing
Education
University of Notre Dame 2009 — 2013
Bachelor’s Degree, Honors Mathematics, Minor in Philosophy Politics and Economics, GPA: 3.9/4.0
BNP Paribas December 2010 - Present
Bank of America Merrill Lynch April 2005 - October 2010
Skills
Fixed Income, Asset Management, Bloomberg, Bonds, Capital Markets, Equities, Derivatives, Hedge Funds, Investments
Education
University of Oregon 1999 — 2003
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - Present
University of Notre Dame August 2011 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
GE Capital June 2013 - August 2013
Mendoza College of Business August 2012 - December 2012
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance
University of Notre Dame London Programme
Spring 2014
Marlboro High School 2007 — 2011
High School Diploma, FRHSD Business Administration Learning Academy
First Reserve August 2015 - Present
Lazard October 2013 - June 2015
Bank of America Merrill Lynch July 2012 - September 2013
Wharton Accounting Department February 2012 - July 2012
Bank of America Merrill Lynch June 2011 - August 2011
Wharton Accounting Department September 2010 - June 2011
Moody's Investors Service June 2010 - August 2010
New York City Department of Education June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Education
University of Pennsylvania 2008 — 2012
Bachelors of Science in Economics, Finance
Horace Mann School 2002 — 2008
Bank of America Merrill Lynch August 2015 - Present
U.S. Bank Arena August 2011 - August 2015
U.S Bank August 2010 - August 2011
United Western Bank November 2008 - March 2011
Guaranty Bank & Trust March 2007 - November 2008
Academy Bank January 2004 - January 2006
Skills
Lines Of Credit, Loans, Credit, Consumer Lending, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Executive Management, Mortgage Lending
Education
University of Northern Colorado 2003 — 2006
Sports and exercise Science
Thompson Valley 1999 — 2003
Diploma, General
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Fried Frank May 2014 - June 2014
The Better Making of Men Campaign December 2011 - November 2013
Fried Frank May 2013 - July 2013
Fried Frank June 2012 - August 2012
FBR June 2011 - June 2012
Education
University of Pennsylvania Law School 2012 — 2015
University of Pennsylvania - The Wharton School 2013 — 2014
Certificate in Management
University of Pennsylvania 2007 — 2011
BA, Philosophy, Politics, Economics
Newmark Grubb Knight Frank 2013 - Present
The University of Texas at Austin January 2015 - May 2015
Bank of America Merrill Lynch June 2012 - August 2013
Johns Hopkins University 2009 - 2012
The Cordish Company June 2011 - September 2011
Skills
Economics, Finance, Financial Analysis, Bloomberg, Bloomberg Terminal, Equities, Strategic Planning, Portfolio Management, Asset Managment, Financial Markets
Education
The Johns Hopkins University 2009 — 2012
BA, Political Science, Entrepreneurship and Management
University of Notre Dame 2008 — 2009
Finance, First Year Studies
Western Reserve Academy 2004 — 2008
GCA Savvian July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Microsoft May 2013 - August 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Java, Matlab, VBA
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering (BSE), Systems Engineering
University of Pennsylvania 2011 — 2015
Minor, Computer Science
Bank of America Merrill Lynch February 2015 - Present
University of Notre Dame January 2013 - Present
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis
Education
University of Notre Dame 2013 — 2017
Cretin Derham Hall High School 2010 — 2013
Fitbit August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Robert Wood Johnson Clinical Scholars Program, University of Pennsylvania June 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
BSc, Economics / BA, Biology
Karachi Grammar School 2004 — 2008
Bank of America Merrill Lynch February 2014 - September 2015
Accenture August 2013 - February 2014
Vanguard September 2012 - August 2013
Vanguard July 2011 - September 2012
Skills
Portfolio Management, Investments, Securities, Trading, Fixed Income, Risk Management, Management, Finance, Strategy, Capital Markets, PowerPoint, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, International Business Certificate
Mt St Joseph Academy
Putnam Investments August 2014 - Present
Custom Elevation, LLC August 2012 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Statistics, English, Data Analysis, Teamwork, Market Research, Financial Analysis, Public Speaking, Non-profits, Qualitative Research, Financial Modeling, Product Development, Outlook, Accounting, Economics, International Business, Spanish, Capital Raising, Entrepreneurship
Education
University of Notre Dame 2010 — 2014
Bachelors, History, Economics
Saint Charles Preparatory School 2006 — 2010
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Standard Bank Group June 2013 - August 2013
Afrinvest West Africa May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Capital IQ
Education
University of Pennsylvania 2012 — 2016
Harrow School 2010 — 2012
Grange School - Lagos, Nigeria 1999 — 2010
EY September 2014 - Present
Bank of America Merrill Lynch January 2008 - April 2014
Bank of America January 2004 - January 2008
Skills
Chartered Financial..., Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Investments, Corporate Finance, Risk Management, Valuation, Banking
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
Master of Business Administration (M.B.A.)
University of Notre Dame 1986 — 1990
Bachelor of Science (B.S.), Electrical Engineering
Garrison Investment Group June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
CIT Group June 2012 - August 2012
UBS May 2012 - May 2012
Skills
Corporate Finance, Financial Modeling, Finance, Valuation, Financial Analysis, Microsoft Excel, Investments, Research, PowerPoint
Education
University of Pennsylvania 2010 — 2014
B.A., Economic History
Brunswick School 2006 — 2010
Bank of America Merrill Lynch June 2012 - Present
Marin Software June 2012 - June 2012
R/GA June 2012 - June 2012
Marin Software May 2012 - June 2012
J.P. Morgan Chase September 2011 - September 2011
Sutter Pacific Medical Foundation March 2008 - March 2010
at various companies January 2007 - February 2008
Bank of America 2006 - 2007
McKesson Corporation 2005 - 2006
Wells Fargo Bank 2005 - 2005
Skills
Administrative..., Expenses, Travel Planning, Microsoft Office, Microsoft Access, Calendars, Spreadsheets, Administrative Support, PowerPoint, Word, Excel, Scheduling, MS Office Suite, Telephone Skills, Adobe Acrobat, Administrative..., Human Resources
Education
University of Oklahoma 1969 — 1974
B.A, History
ProMazo July 2015 - Present
The University of Notre Dame Mendoza College of Business February 2013 - Present
The University of Notre Dame Mendoza College of Business August 2013 - Present
GCM Grosvenor June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Social Entrepreneur Corps May 2014 - June 2014
US Federal Government May 2013 - August 2013
Notre Dame Office of Disabilities September 2012 - December 2012
Skills
Social Networking, Volunteer Management, Microsoft Word, Outlook, Sales, Community Outreach, PowerPoint, Nonprofits, Microsoft Office, Event Planning, Microsoft Excel, Fundraising, Data Analysis, Leadership
Education
University of Notre Dame 2012 — 2016
Finance; International Economics
OpenDoor
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
William Fremd High School
Bank of America May 2015 - Present
Bank of America May 2013 - May 2015
JPMorgan Chase April 2012 - May 2013
Bank of America Merrill Lynch September 2010 - April 2012
Newedge August 2008 - September 2010
Newedge August 2007 - August 2008
ShopLocal, LLC February 2007 - August 2007
Merrill Lynch Capital August 2006 - February 2007
Fimat USA, LLC May 2005 - August 2006
Moody's Investors Service November 2001 - May 2005
Skills
Fixed Income, C#, Bloomberg, Derivatives, Microsoft SQL Server, SQL, Business Analysis, .NET, Trading Systems, XML, Equities, Java, VBA, JavaScript, Software Development, Databases, Web Applications
Education
University of Pennsylvania 1994 — 1998
BSE/BAS, Operations and Information Management, and Systems Engineering
Bank of America Merrill Lynch 2014 - Present
Skills
Capital Markets, Credit Risk, Derivatives, Investments, Corporate Finance, Bonds, Basel II, Securities, Finance, Fixed Income, Portfolio Management
Education
CFA Institute
Charterholder
University of Notre Dame - Mendoza College of Business
BBS
Bank of America Merrill Lynch May 2011 - Present
JPMorgan Chase June 2005 - April 2011
Skills
Interest Rate..., Currency, Foreign Exchange, Derivatives, Capital Markets, Options, Risk Management, Swaps, FX Options, Hedging, Emerging Markets, Structured Products, FX Hedging, FX Derivatives, Equities, Fixed Income, Trading, Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling
Education
University of Notre Dame 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Business Economics
West Catholic
Bank of America Merrill Lynch June 2000 - Present
Skills
Asset Management, Capital Markets, Hedge Funds, Portfolio Management, Asset Managment, Emerging Markets, Financial Markets, Alternative Investments, Investments, Equities, Proprietary Trading, High Yield, Credit, CRM, Fixed Income, Bonds, Series 7
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Major: Philosophy, Politics and Economics; Minor: English, cum laude
Ramapo Senior High School
Bank of America Merrill Lynch 2008 - Present
Banc of America Securities 1998 - 2008
Nationsbank 1994 - 1998
Skills
Structured Finance, Securitization, Capital Markets, ABS
Education
University of Notre Dame 1989 — 1993
Bank of America Merrill Lynch 2015 - Present
Association for Corporate Growth 2014 - Present
Investment Manager LLC 2010 - 2015
Young American Center for Financial Education 2009 - 2015
Centennial Bank 2013 - 2014
Key Bank 2010 - 2013
United Western Bank 2006 - 2010
SafeHouse Denver January 2000 - February 2009
Guaranty Bank & Trust 1997 - 2006
Skills
Commercial Banking, Commercial Lending, Finance, Banking, Loans, Business Acquisition, Lines Of Credit, Global Cash Management, Cash Management, Strategic Financial..., Small Business Lending, Treasury Management, Underwriting, Credit, Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Financial Analysis, Retail Banking, Mortgage Lending, Investments, Financial Planning
Education
University of Northern Colorado
Bank of America Merrill Lynch August 2014 - Present
Bank of America January 2004 - Present
Bank of America Merrill Lynch February 2010 - July 2014
McKinsey & Company January 2000 - January 2004
Mitchell Madison Group January 1996 - December 1999
U.S. Department of State 1989 - 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, History
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Bank of America Merrill Lynch January 2009 - Present
Bank of America November 2005 - December 2008
Thomson Financial April 2005 - November 2005
Sidley Austin 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
Politics, Philosophy & Economics
Raffeisen Bank International 2012 - Present
Bank of America Merrill Lynch 2010 - 2011
Citigroup 2003 - 2010
Citigroup 1998 - 2003
European Commission 1997 - 1998
Skills
Leadership, Business Strategy, Change Management, Risk Management, Banking, Management, Credit, Customer Relations, Capital Structure, Credit Risk, Corporate Finance, Bank Relationship..., Negotiation, Private Equity, Restructuring, Loans, Finance, Customer Service, Portfolio Management, Strategy, Emerging Markets, Derivatives
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Executive MBA
University of Vienna 2000 — 2002
PhD, Economic Law
Utrecht University 1995 — 1996
Law
Universität Wien 1991 — 1996
Master in Laws
Bank of America Merrill Lynch October 2008 - Present
LaSalle Bank July 2007 - October 2008
Shinsei Bank June 2006 - August 2006
Education
University of Notre Dame 2003 — 2006
Mendoza College of Business
Bachelor, Business AdministrationFinance Major
Notre Dame
University of Notre Dame, Notre
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Muscogee (Creek) Nation Casinos April 2011 - Present
Apache Casino Hotel March 2010 - April 2011
Bank of America Merrill Lynch October 2008 - September 2009
Skills
Great Plains Software, FRx Report Designer, Bloomberg, Capital Budgeting, Business Planning, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft Office, Management Reporter, Crystal Reports, Oracle Discoverer, Analysis, Casino, Finance, Budgets, Strategic Financial..., Banking, Sarbanes-Oxley Act, Management, Customer Service, Financial Planning, Team Building, Forecasting
Education
University of Oklahoma - Price College of Business 2006 — 2008
MBA
University of Oklahoma - Price College of Business 1998 — 2004
BBA
Bank of America Merrill Lynch June 2015 - Present
The Standard December 2012 - May 2015
The Standard December 2009 - December 2012
Standard Retirement Services March 2007 - December 2009
Skills
Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Series 63
Education
University of Northern Colorado 1994 — 1998
BA, Biology Minor: Chemistry
Eaglecrest High School 1989 — 1993
Diploma
American Capital December 2013 - Present
Bank of America Merrill Lynch July 2010 - December 2013
Stockamp & Associates 2006 - 2008
Education
University of Notre Dame
MBA
Vanderbilt University
B.S, Human and Organizational Development
Vanderbilt University
M. Ed., Leadership and Organizational Effectiveness
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch July 2008 - July 2012
Merrill Lynch May 2007 - August 2007
Skills
Trading, Equity Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives, Investment Banking, Sales, Hedge Funds, Portfolio Management, Valuation, Financial Analysis, Bonds
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (BA), Economics & Political Science
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch January 1999 - 2009
Merrill Lynch 1996 - 1998
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts, Economics
FirstMerit Bank May 2012 - Present
Bank Of America Merrill Lynch June 2010 - May 2012
Merrill Lynch December 2005 - June 2010
CIT July 2002 - December 2005
GE Capital October 2001 - July 2002
Heller Financial July 1989 - October 2001
Deloitte September 1987 - July 1989
Philip Vogel & Co. 1986 - 1987
Skills
Asset Based Lending, Credit, Commercial Lending, Leveraged Finance, Workout, Portfolio Management, Credit Risk, Loans
Education
University of Northern Iowa 1981 — 1985
BA, Accounting
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
Bank of America Merrill Lynch May 2014 - Present
Barclays Capital June 2009 - May 2014
Barclays Capital June 2008 - August 2008
Lord Abbett June 2007 - January 2008
Skills
Commodity, Commodity Markets, Options, Derivatives, Trading
Education
University of Pennsylvania 2005 — 2009
BA, Economics and International Relations
Chartwell Investment Partners December 2013 - Present
Cruiser Capital May 2012 - December 2013
Rodman & Renshaw 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Skills
Series 7, Series 63, series 55, Equity Trading, Bloomberg, Fixed Income, Options, Trading Systems, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Writing
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance, Management
University of Pennsylvania 2002 — 2006
BA, Diplomatic History
Castleton Commodities International February 2013 - Present
Bank of America Merrill Lynch July 2011 - January 2013
LS Power June 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch November 2009 - July 2011
Merrill Lynch June 2007 - November 2009
Ford Motor Company May 2006 - August 2006
Skills
Credit, Financial Modeling, Financial Analysis, Finance, Portfolio Management
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Barclays April 2015 - Present
Barclays December 2014 - April 2015
J.P. Morgan March 2013 - December 2014
Bank of America Merrill Lynch July 2010 - March 2013
Merrill Lynch June 2009 - August 2009
Baillie Gifford August 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Corporate Finance, LBO, Equity Research, Mergers, M, Mergers & Acquisitions, Banking, Equities, Investments
Education
University of Oxford 2007 — 2010
BA, Economics and Management
Downe House 2002 — 2007
Google November 2013 - Present
KKR Asset Management July 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Bank of America May 2008 - August 2008
Wyman-Gordon Company May 2006 - August 2007
Skills
Leveraged Finance, Due Diligence, Financial Analysis, Credit Analysis, LBO, High Yield, Credit, Analysis, Bonds, Financial Modeling, Loans, Valuation, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Alternative Investments, Finance
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance, Economics
Saint John's High School 2001 — 2005
Fortress Investment Group June 2014 - August 2014
Annison Capital Partners January 2014 - May 2014
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America July 2010 - July 2011
Swagelok Inc., Penn Fluid Systems May 2009 - August 2009
Skills
Analysis, Finance, Management, Budgets, Equities, Sales, Negotiation, Sales Management, Financial Modeling, Financial Analysis, Bloomberg, Leadership, Project Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Investments
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Red Ventures March 2015 - Present
Red Ventures February 2014 - February 2015
Red Ventures June 2013 - February 2014
Mesirow Financial October 2011 - June 2013
Bank of America Merrill Lynch July 2010 - September 2011
Skills
Financial Modeling, Sales Operations, Data Analysis, Microsoft Excel, Finance, LBO, Equity Research, Mergers & Acquisitions, Derivatives
Education
University of Notre Dame 2006 — 2010
BBA, Finance
University of Notre Dame - Mendoza College of Business 2006 — 2010
St. Ignatius College Prep
Marlin Equity Partners July 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Research, Financial Analysis, Social Media, Management, Financial Modeling
Education
University of Notre Dame 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Notre Dame Student Government April 2009 - December 2010
Pearl Meyer & Partners May 2010 - August 2010
Hackneys on Harms May 2008 - August 2010
Student International Business Council January 2010 - May 2010
Notre Dame Student Government September 2009 - May 2010
Skills
Access, PowerPoint, Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Customer Service, Strategy, Sales, Dreamweaver, Analysis, Competitive Analysis, Financial Analysis, Financial Modeling, Equities, Data Analysis, Capital Markets, Valuation, Training, Microsoft Office
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor's degree, Finance, General
Loyola Academy 2004 — 2008
High School Degree
Coach June 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Education
University of Pennsylvania 2005 — 2009
BScE, Management & Finance
Bank of America Merrill Lynch 1991 - Present
GE Capital 1981 - 1991
Education
University of Oklahoma 1976 — 1980
BBA, Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2013 - Present
Education
University of Notre Dame 2008 — 2012
BBA, Finance
University of Notre Dame - Mendoza College of Business 2008 — 2012
Capital One Securities, Inc. October 2012 - Present
Bank of America Merrill Lynch August 2010 - September 2012
Bank of America Merrill Lynch October 2009 - September 2010
Banc of America Investment Services Inc August 2006 - October 2009
National Association of Securities Dealers May 2005 - August 2005
HD Vest Investment Securities Inc. August 1998 - August 2003
Fidelity Investments Retirement Services Co October 1997 - August 1998
Skills
Policy, Securities, Compliance, AML, FINRA, Risk Management, Banking, Securities Law, USA PATRIOT Act, BSA
Education
Loyola University New Orleans School of Law 2003 — 2006
Juris Doctor, Common Law
University of North Texas
Bachelor of Arts, History
Bank of America Merrill Lynch April 2015 - Present
Citi January 2015 - April 2015
Citi July 2012 - January 2015
Citi July 2011 - July 2012
Organization of American States June 2010 - August 2010
Inter American Development Bank June 2009 - September 2009
Education
University of Pennsylvania 2007 — 2011
BA
Colegio Franklin D. Roosevelt 1993 — 2007
International Baccalaureate Bilingual Diploma
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Scotiabank June 2013 - August 2013
BP June 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Accounting
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Hun School of Princeton 2007 — 2011
American Capital June 2015 - Present
Evercore June 2013 - June 2015
Bank of America Merrill Lynch June 2012 - August 2012
Rackspace, the Open Cloud Company June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Bloomberg
Education
University of Pennsylvania 2009 — 2013
B.S. in Economics and B.A., Statistics and Mathematics
University of Pennsylvania - The Wharton School
Bank of America Merrill Lynch June 1993 - Present
Citicorp September 1989 - June 1993
Education
University of Pennsylvania 1985 — 1989
BA, English
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Economics
Bank of America Merrill Lynch November 2013 - March 2015
Bank of America Merrill Lynch July 2012 - November 2013
Bank of America Merrill Lynch January 2011 - July 2012
Skills
Financial Modeling, Credit Analysis, Corporate Finance, Financial Analysis, Finance, Credit, Loans, Private Equity, Portfolio Management, Credit Risk, Mergers & Acquisitions, Due Diligence, Cash Flow Forecasting, Valuation, Leveraged Finance, Analysis, Cash Flow, Capital Markets, Microsoft Excel, Mergers, General Securities..., Financial Structuring
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2010
Bachelor of Science (BS), Finance
Deutsche Bank June 2013 - August 2013
Bank of America Merrill Lynch July 2012 - August 2012
Preventice July 2011 - August 2011
Mayo Clinic September 2008 - August 2010
The Rochester Post-Bulletin September 2008 - September 2009
Skills
Marketing, Economics, Statistics, Finance, Financial Modeling, Investment Banking, Research, R
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics - Finance Concentration
University of Pennsylvania 2010 — 2014
Bachelor of Arts, Cognitive Science - Neuroscience Concentration
Mayo High School 2006 — 2010
Highschool Diploma
REDI Global Technologies June 2014 - Present
Bank of America Merrill Lynch May 2011 - May 2014
Bank of America Merrill Lynch May 2010 - May 2011
Skills
Agile Methodologies, C++, C#, Objective-C, Java, JavaScript, Perl, WPF, MFC, AngularJS, OpenGL, Guice, Autofac, JPA, JDBC, Hibernate, Log4j, NUnit, JUnit, Cucumber, Jasmine, Mockito, Rhino Mocks
Education
University of North Texas 2007 — 2011
Bachelor of Science, Computer Science
Bank of America Merrill Lynch March 2007 - Present
Enron June 2001 - March 2007
Education
University of Oklahoma 1990 — 1993
Master of Business Administration, Finance and MIS
University of Oklahoma 1984 — 1989
Bachelor of Science, Petroleum Engineering
Varagon Capital Partners June 2014 - Present
GE Antares Capital January 2011 - June 2014
Bank of America Merrill Lynch June 2008 - January 2011
Skills
Valuation, Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
BBA, Finance
Solace Systems November 2013 - Present
Bank of America Merrill Lynch 2006 - August 2013
Philips Medical Systems 2005 - 2006
Siemens Business Services, Mason OH 2005 - 2005
Education
University of North Texas 2001 — 2002
Master of Science (M.S.), Computer Science
Bank of America Merrill Lynch April 2011 - Present
Canadian Football League May 2005 - December 2008
Skills
Capital Markets, Valuation, Financial Modeling, Corporate Finance, M&A experience, Bloomberg, Derivatives, Equities, Investment Banking, LBO
Education
University of Oxford - Said Business School 2009 — 2010
MBA, Finance, General
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch June 2013 - Present
University of Notre Dame May 2011 - Present
Student International Business Club July 2012 - October 2012
Houston Food Bank May 2012 - August 2012
Biomedical Solutions Inc May 2011 - August 2012
Biomedical Solutions May 2011 - August 2012
Skills
Matlab, PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Spanish, Higher Education, Microsoft Excel, Microsoft Word, Statistics, Social Media
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance; Applied Computational and Mathematical Statistics (ACMS)
Strake Jesuit College Preparatory 2008 — 2011
High School Diploma
Club Coordination Council February 2014 - Present
Student International Business Council (SIBC) September 2013 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Permira May 2014 - July 2014
TD Ameritrade June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Seton Hall Preparatory School September 2010 - May 2012
Skills
Investments, Equities, Competitive Analysis, Finance
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Art History
Seton Hall Preparatory School 2008 — 2012
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch May 2012 - February 2013
Skills
C++, C, C#, JavaScript, ASP.NET MVC, ASP.NET Web API
Education
University of North Texas 2010 — 2012
Bachelor of Science (B.S.), Computer Engineering
University of North Texas 2010 — 2012
Bachelor of Science (B.S.), Mathematics
BNP Paribas November 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
JPMorgan Chase 2003 - 2010
SG (Societe Generale) Cowen 2001 - 2002
Neuberger Berman 1996 - 1999
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Villanova University 1991 — 1995
Bachelor of Arts (B.A.), English
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management November 2013 - April 2014
Skills
Microsoft Word, Leadership, PowerPoint, Social Media, Microsoft Excel, Data Analysis, Teamwork, Public Speaking, Microsoft Office, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree
Malvern Preparatory School 2003 — 2011
Bank of America Merrill Lynch July 2014 - Present
Skills
Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Financial Analysis
Education
University of Notre Dame 2010 — 2014
Finance, General