Bank of America Merrill Lynch

Description

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

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

Bank of America Merrill Lynch Employees

Employee
Years
Job
Industry
Aida Rodriguez Aida Rodriguez Orange County, California Area Details
Aida Rodriguez's Bank of America Merrill Lynch Experience August 2011 - September 2012
Job Banc of California
Industry Banking
Experience
Banc of California  June 2015 - Present
Union Bank  September 2012 - June 2015
Bank of America Merrill Lynch   August 2011 - September 2012
Wachovia Bank  March 2007 - August 2011
Banco Popular North America  March 2003 - March 2007
Pacific Western Bank  August 1994 - March 2003

Skills
Portfolio Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Small Business Lending, Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Retail Banking, Underwriting

Education
University of Phoenix   2005 — 2011
Bachelors in Science, Business Administration

Mark Council Jr. Mark Council Jr. Jacksonville, Florida Details
Mark Council Jr.'s Bank of America Merrill Lynch Experience June 2015 - Present
Job Client Service Representative at Merrill Lynch
Industry Security and Investigations
Experience
Bank of America Merrill Lynch   June 2015 - Present
Merrill Lynch  December 2013 - June 2015
ADT  January 2009 - December 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Mastermind Groups, Microsoft Word, Customer Service, 10 Key

Education
University of Phoenix   2013 — 2016
Bachelor's Degree, business & finance

Terry Parker High School   2004 — 2008
High School Diploma

Aaron Packles Aaron Packles Greater New York City Area Details
Aaron Packles's Bank of America Merrill Lynch Experience August 1999 - Present
Job Head of Depository Institutions Investment Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 1999 - Present

Skills
Equities, Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Financial Planning, Investment Banking, Capital Markets, Bloomberg, Banking, Valuation, Securities, Corporate Finance

Education
Riverdale Country School

University of Pennsylvania - The Wharton School
BSE, Finance and Health Care

Keith Huebner Keith Huebner Phoenix, Arizona Area Details
Keith Huebner's Bank of America Merrill Lynch Experience June 2010 - September 2011
Job Investment Consultant at Merrill Edge
Industry Investment Management
Experience
Merrill Edge  November 2014 - Present
Merrill Edge  November 2013 - November 2014
Merrill Lynch  September 2011 - November 2013
Bank of America Merrill Lynch   June 2010 - September 2011
UPS  March 2007 - June 2010

Skills
Series 7, Personal Finance, Investment Advisory, Operations Management, Equities, Mutual Funds, Bonds, Company Profiling, Banking, Customer Service, Investments, Relationship Management, Series 66

Education
University of Phoenix   2011 — 2015
Bachelor of Science (BS), Global management

Jim Deats Jim Deats Jacksonville, Florida Area Details
Jim Deats's Bank of America Merrill Lynch Experience January 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2011 - Present
Merrill Lynch Bank of America  January 2010 - January 2011
Merrill Lynch  June 1986 - January 2010

Skills
Mutual Funds, Alternative Investments, Financial Services, Securities, Series 7, Trading, Equities, Portfolio Management, Finance, Risk Management, Options, Business Analysis, Hedge Funds, Wealth Management, Fixed Income, Vendor Management, Asset Management, Management

Education
Massachusetts Institute of Technology   2011 — 2014
Executive Education Operations and Technology

University of Pennsylvania - The Wharton School   2006 — 2008

Saint John's University   1983 — 1986
BS, Management / Finance

Ernie Hinojosa MBA Ernie Hinojosa MBA Phoenix, Arizona Area Details
Ernie Hinojosa MBA's Bank of America Merrill Lynch Experience July 2011 - December 2011
Job Account Executive at GetInsured
Industry Health, Wellness and Fitness
Experience
GetInsured  July 2015 - Present
GetInsured  February 2015 - July 2015
GetInsured  September 2013 - February 2015
CIGNA Healthcare  July 2012 - September 2013
Waste Management  March 2012 - July 2012
Bank of America Merrill Lynch   July 2011 - December 2011
Charles Schwab  July 2007 - July 2011

Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Series 63, Portfolio Management, Strategic Financial..., Wealth Management, Investments, Securities, Equities, Fixed Income, Retirement, Investment Advisory, Asset Managment, 401k, Financial Analysis, Financial Advisory, Alternative Investments, Investment Strategies, Banking, Bonds, Fixed Annuities, Investment Management, Estate Planning, Series 65, Insurance, Life Insurance, Financial Services, Trading, ETFs, Finance, Team Building, Sales Management, Strategic Planning, Management, Sales, Account Management

Education
Grand Canyon University   2012 — 2013
Bachelor's degree, Accounting

University of Phoenix   2007 — 2009
MBA, Business

Texas A&M Kingsville   1997 — 2002
BA, Finance

Audrey Hackett Audrey Hackett New York, New York Details
Audrey Hackett's Bank of America Merrill Lynch Experience July 2010 - September 2011
Job Vice President at MVision Private Equity Advisers
Industry Financial Services
Experience
MVision Private Equity Advisers  October 2011 - Present
Bank of America Merrill Lynch   July 2010 - September 2011

Education
University of Pennsylvania - The Wharton School   2006 — 2010
B.S. in Economics, Concentrations in Finance, Accounting, Management

Max Shen Max Shen Philadelphia, Pennsylvania Details
Max Shen's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry Biotechnology
Experience
University of Pennsylvania  January 2013 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Student Federal Credit Union at the University of Pennsylvania  February 2013 - March 2014
Student Federal Credit Union at the University of Pennsylvania  January 2013 - December 2013
Vertex Pharmaceuticals  June 2013 - August 2013

Education
University of Pennsylvania   2011 — 2015
Roy and Diana Vagelos Life Sciences and Management (Wharton/College), Biology, Chemistry, Statistics, Finance

Hugh McRoberts Secondary School   2006 — 2011

WFLMS

WFLMS

Maria Andrea Freydell Maria Andrea Freydell New York, New York Details
Maria Andrea Freydell's Bank of America Merrill Lynch Experience May 2014 - July 2014
Job Marketing Manager at Ambiente Gourmet
Industry Retail
Experience
Ambiente Gourmet   May 2015 - Present
Meyer Bergman   February 2015 - May 2015
Bank of America Merrill Lynch   May 2014 - July 2014
Cross Properties  January 2014 - April 2014
Ambiente Gourmet   January 2013 - May 2013
The Tutoring Center, UPENN   2011 - 2013
Serfinco Comisionista de Bolsa   May 2011 - July 2011

Skills
Financial Modeling, Valuation, Microsoft Excel, Data Analysis, Corporate Finance, Microsoft Office, PowerPoint, Financial Analysis, Due Diligence, Business Strategy

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BSc), Finance, Management, Marketing, Magna Cum Laude

University of Pennsylvania   2010 — 2014
Bachelor of Arts (BA), Political Science and Government, Magna Cum Laude

Louis A Papp, MBA, CFP® Louis A Papp, MBA, CFP® San Francisco Bay Area Details
Louis A Papp, MBA, CFP®'s Bank of America Merrill Lynch Experience July 2011 - December 2013
Job Assistant Vice President/ Mortgage Loan Specialist at Bank of America, NMLS 855545
Industry Financial Services
Experience
Bank of America  May 2015 - Present
Bank of the West  January 2014 - May 2015
Bank of America Merrill Lynch   July 2011 - December 2013
Morgan Stanley  2010 - 2011
Luther Burbank Savings  April 2008 - May 2010
Fremont Investment & Loan  August 2000 - January 2008
24 Hr Fitness Inc   September 1992 - July 2000

Skills
Senior management, and..., Strategic Planning, Budgetary acumen, Financial Analysis, Sales Management, Strong leadership..., Credit, Banking, Business Planning, Team Building, Portfolio Management, Investments, Insurance, Strategic Financial..., Asset Managment, Financial Reporting, Mortgage Lending, Series 7, Financial Advisory, Mortgage Banking, Equities, Mutual Funds, Asset Management, Finance, Financial Services, Loans, Small Business, Analysis, Wealth Management, Credit Analysis, Risk Management, Commercial Lending, Financial Risk, Mergers & Acquisitions, Retirement Planning, Securities, Series 63, Investment Advisory, Fixed Income, Financial Institutions, Asset Allocation, Refinance, Bonds, Capital Markets, Investment Strategies, Financial Modeling, Corporate Finance, Valuation, Executive Management, Residential Mortgages

Education
University of Phoenix   2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance, 3.95 GPA

University of Phoenix   2008 — 2012
Bachelors of Science, Finance, 3.52 GPA

Humayra Kabir Humayra Kabir New York, New York Details
Humayra Kabir's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Summer Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
MIAC - Mortgage Industry Advisory Corporation  June 2014 - August 2014
Colebrooke Capital   May 2013 - August 2013
U.S. House of Representatives   August 2011 - March 2012
Associated Mortgage Bankers, Inc  September 2011 - February 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Presentations, Social Media Marketing, Research, Management, Organization, Public Speaking, Social Networking, Teamwork, Market Research, Leadership, Microsoft Office

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor of Science (B.S.) in Economics; Concentrations in Finance, Statistics, and Real Estate, Minor in Near Eastern Languages and Civilizations

Hauppauge High School   2008 — 2012
High School Diploma

Theresa Jones Theresa Jones Charlotte, North Carolina Details
Theresa Jones's Bank of America Merrill Lynch Experience July 2014 - Present
Job Portfolio Management Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   January 2007 - July 2014
Bank of America  January 2005 - January 2007
Bank of America  January 2003 - January 2005
Bank of America  October 1993 - January 2003

Skills
Strategic Planning, Program Management, Process Improvement, Vendor Management, Technology Development, Innovation Management, Project Portfolio..., Treasury Systems, Treasury Management, Cash Management, Working Capital..., Call Center, B2B eCommerce, Six Sigma, Software Lifecycle..., Strategy Development, Financial Planning, Financial Management, Regulatory Requirements, International Business, Commercial Banking, Financial Analysis, Project Finance, Innovation Development, Strategic Planning..., Project Facilitation, Technology..., Strategic Technology..., Management, Project Management, Strategy, Call Centers, Financial Services, Strategic Financial..., Managerial Finance, Treasury Services, PMO, Credit, Business Process..., B2B, Banking, Business Analysis, Mergers, Portfolio Management, Risk Management, Leadership, Change Management, SDLC, Mergers & Acquisitions

Education
University of Phoenix
Bachelor of Science, Finance

Stirling Adelhelm Stirling Adelhelm Philadelphia, Pennsylvania Details
Stirling Adelhelm's Bank of America Merrill Lynch Experience 2009 - 2011
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
GP Bullhound  January 2015 - June 2015
GP Bullhound  June 2012 - December 2014
Bank of America Merrill Lynch   2009 - 2011

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

University of Southern California   2005 — 2009
Bachelor of Science (B.S.), Business Administration, Cum Laude

Lori Luo Lori Luo New York, New York Details
Lori Luo's Bank of America Merrill Lynch Experience June 2012 - June 2015
Job Senior Business Analyst at E*Trade
Industry Financial Services
Experience
E*TRADE Financial Corporation  June 2015 - Present
Bank of America Merrill Lynch   June 2012 - June 2015
Wharton Business School, Lauder Institute   January 2011 - December 2011
Bank of America Merrill Lynch   June 2011 - August 2011
Wharton Marketing Department   August 2010 - January 2011
Merck  June 2010 - August 2010
Bucks County Gallery of Fine Art   June 2010 - August 2010
Merck  June 2009 - August 2009

Skills
SQL, HTML, Photoshop, Digital Photography, VBA, Financial Modeling, Data Analysis, Mandarin, Economics, Statistics, Quantitative Analytics, Research, Analysis, Marketing, Marketing Strategy, Analytics, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Social Media

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science in Economics, Finance, Marketing, Insurance & Risk Management

Brandon Mustin Brandon Mustin New York, New York Details
Brandon Mustin's Bank of America Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
The Wharton School  January 2012 - May 2014
Genentech  June 2013 - August 2013
Vertex Pharmaceuticals  May 2012 - August 2012
Penn Medicine (University of Pennsylvania Health System)   June 2011 - August 2011

Education
University of Pennsylvania - The Wharton School   2010 — 2014
Vagelos Program in Life Sciences and Management, BS Economics (Finance), BA Biology

Bryan Walker Bryan Walker San Francisco Bay Area Details
Bryan Walker's Bank of America Merrill Lynch Experience June 2008 - July 2010
Job Vice President at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Special Situations Partners  July 2012 - Present
Lightyear Capital  July 2010 - June 2012
Bank of America Merrill Lynch   June 2008 - July 2010
Keefe, Bruyette & Woods   May 2007 - August 2007
JD Power and Associates  May 2006 - August 2006

Education
University of Pennsylvania - The Wharton School   2004 — 2008
BS, Finance

Patrick Assini Patrick Assini Philadelphia, Pennsylvania Details
Patrick Assini's Bank of America Merrill Lynch Experience June 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Spark Program  April 2011 - May 2015
Hall Capital Partners LLC  January 2011 - April 2013
Teach for America  August 2007 - August 2010
Teach For America  October 2008 - August 2009

Skills
Financial Analysis, Financial Modeling, Analysis, Leadership, Private Equity, Finance, Analytics, Equities, Investments

Education
Wharton Business School   2013 — 2015
Master of Business Administration (MBA), Finance, General

University of Southern California - Marshall School of Business   2003 — 2007
Bachelor of Science, Business Administration, Finance

david baldry david baldry Phoenix, Arizona Area Details
david baldry's Bank of America Merrill Lynch Experience June 2010 - December 2014
Job GWIM Operations Supervisor at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch  December 2014 - Present
Bank of America Merrill Lynch   June 2010 - December 2014
Bank of America  September 2009 - June 2010
CitiFinancial Mortgage Inc.   May 2008 - September 2009

Education
University of Phoenix   2014 — 2016
Financial Planning and Services

Mountain Pointe High School   2002 — 2006
Diploma, General

Juan Sanabria Juan Sanabria Greater New York City Area Details
Juan Sanabria's Bank of America Merrill Lynch Experience July 2010 - April 2013
Job US REIT Equity Research Analyst
Industry Financial Services
Experience
Bank of America  May 2013 - Present
Bank of America Merrill Lynch   July 2010 - April 2013
Merrill Lynch  November 2006 - July 2010
Zimmer Lucas Partners  January 2005 - July 2006
Goldman Sachs  October 2000 - January 2005
Donaldson, Lufkin & Jenrette   July 1999 - October 2000

Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments

Education
University of Pennsylvania - The Wharton School   1995 — 1999
Bachelors of Science, Finance

Pine Crest School

Marc Cho Marc Cho New York, New York Details
Marc Cho's Bank of America Merrill Lynch Experience June 2006 - January 2014
Job President of Echelon Aviation LLC
Industry Airlines/Aviation
Experience
Echelon Aviation LLC   March 2014 - Present
Bank of America Merrill Lynch   June 2006 - January 2014
DVB Bank SE  March 2002 - June 2006
GE Capital Aviation Services (GECAS)   October 2001 - March 2002
Heller Financial  June 1997 - October 2001

Skills
Aircraft Finance, Aircraft Leasing, Aircraft, Asset Based Finance, Asset Based Lending, Alternative Investments, Investment Management, Investments, Structured Finance, Airlines, Aviation, Finance, Financial Risk, Trading

Education
University of Pennsylvania   1993 — 1997
Bachelor of Science (B.S.), Economics

Carol Roman Carol Roman Greater New York City Area Details
Carol Roman's Bank of America Merrill Lynch Experience 2006 - 2009
Job The Community Development Trust
Industry Real Estate
Experience
The Community Development Trust  2015 - Present
Edgemont Advisory   2010 - 2015
Bank of America Merrill Lynch   2006 - 2009
JPMorgan Chase  2003 - 2006
JPMorgan Chase  1998 - 2001
JPMorgan Chase  1994 - 1997

Skills
Commercial Mortgages, Commercial Real Estate, Portfolio Management, Structured Finance, Capital Markets, Debt Restructuring, Asset Managment, Alternative Investments, Valuation, Fixed Income, Investment Banking, Banking, Syndications, Private Banking, Credit Risk, Community Development, Tax Credit Financing, LIHTC, NMTC, Restructuring, Financial Structuring, Real Estate Development, Financial Services, Securitization, Funding, Securities, Bloomberg, Investment Strategies, Mutual Funds, Affordable Housing

Education
University of Pennsylvania - The Wharton School
MBA, Finance

University of Virginia
B.A., Chemistry

Emily Zovko Emily Zovko Greater New York City Area Details
Emily Zovko's Bank of America Merrill Lynch Experience July 2010 - October 2012
Job Senior Associate at Energy Capital Partners
Industry Financial Services
Experience
Energy Capital Partners  November 2013 - Present
AlpInvest Partners  October 2012 - October 2013
Bank of America Merrill Lynch   July 2010 - October 2012
PPL EnergyPlus  May 2008 - August 2008

Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, M&A experience, Leveraged Finance, Buyouts, Special Situations, LBO, Mezzanine, Alternative Investments

Education
Wharton School, University of Pennsylvania   2006 — 2010
Bachelor of Science (BS), Finance / Real Estate

Patrick Coleman Patrick Coleman Chicago, Illinois Details
Patrick Coleman's Bank of America Merrill Lynch Experience July 2012 - December 2013
Job Analyst at Market Track
Industry Market Research
Experience
Market Track  February 2014 - Present
Bank of America Merrill Lynch   July 2012 - December 2013
University of Pennsylvania  October 2009 - May 2012
Bank of America Merrill Lynch   June 2011 - August 2011
SAIC  May 2010 - February 2011
SAIC  July 2008 - December 2009

Skills
Investment Banking, Financial Analysis, Financial Modeling

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (B.S.), Economics

Thomas Jefferson High School for Science and Technology   2004 — 2008

Yuchen Jin Yuchen Jin New York, New York Details
Yuchen Jin's Bank of America Merrill Lynch Experience
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  

Skills
Financial Modeling, Valuation, Leveraged Finance, Mergers & Acquisitions, Investments, Investment Banking, Private Equity, Energy, TMT, Cleantech, Healthcare, Greater China, Chinese, Music

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Virginia   2006 — 2008
Bachelor's Degree, Economics

Jennifer Dickerson Jennifer Dickerson Las Vegas, Nevada Details
Jennifer Dickerson's Bank of America Merrill Lynch Experience July 2015 - Present
Job AVP, Treasury Sales Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
Bank of America Merrill Lynch   August 2014 - July 2015
Bank of America Merrill Lynch   August 2010 - August 2014
Bank of America  August 2004 - August 2010
HSBC  January 2004 - August 2004
Citibank  January 2003 - January 2004

Skills
Banking, Credit, Retail Banking, Customer Satisfaction, Risk Management, Loans, Business Analysis, Commercial Banking, Microsoft Office, Microsoft Excel, Sales, Customer Service, Credit Analysis, Call Centers, Marketing, Treasury Management, Branchless Banking, Fulfilment, Business Intelligence, Relationship Management, Finance, Commercial Lending, Accounting, Financial Services, Financial Analysis, Cash Management, Operational Risk, Cross Selling, Financial Risk, AML, Deposits, Commercial Mortgages, Customer Retention, Treasury Services, Credit Cards, Credit Risk, Leadership, Portfolio Management, Strategic Planning, Analysis

Education
College of Southern Nevada
Candidate for Bachelor of Science, Business Finance

University of Phoenix
Business/Commerce, General

David Gottesman David Gottesman New York, New York Details
David Gottesman's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company  September 2015 - Present
Bain & Company  October 2013 - September 2015
Broadscale Group  May 2013 - September 2013
Bank of America Merrill Lynch   June 2012 - August 2012
GreenOrder  July 2008 - July 2011
Yale Center for Environmental Law and Policy  2007 - 2008
Allco Renewable Energy Group   2007 - 2008

Skills
Management Consulting, Market Assessments, Corporate Strategy, Investment Banking, Financial Modeling, Valuation, Due Diligence, Energy, Clean Technology, Business Strategy, Strategy, Renewable Energy, Sustainability, Cleantech, Private Equity, Consulting, Analysis

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Finance

Yale University   2004 — 2008
BA, History

Weizmann Institute of Science   2004 — 2004

Corydon Hill Corydon Hill Greater Los Angeles Area Details
Corydon Hill's Bank of America Merrill Lynch Experience July 2011 - Present
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2011 - Present
Shamrock Capital Advisors  September 2007 - May 2010
Marc Bell Capital Partners   April 2003 - August 2007
Bear Stearns  July 2001 - April 2003

Skills
Investment Banking, Activist Investing, Private Equity, Investments, Equities, Mergers, Restructuring, Divestitures, Financial Modeling, Mergers, Portfolio Management, Valuation, Corporate Governance, LBO, Risk Management, Venture Capital, Corporate Development

Education
University of Pennsylvania - The Wharton School   2009 — 2011
MBA

University of Southern California - Marshall School of Business   1997 — 2001
BS, Business Administration

James Newell James Newell San Francisco Bay Area Details
James Newell's Bank of America Merrill Lynch Experience August 2008 - August 2009
Job VP @ IVP
Industry Venture Capital & Private Equity
Experience
Institutional Venture Partners (IVP)   June 2013 - Present
zulily  July 2012 - September 2012
Maveron LLC  June 2012 - September 2012
Institutional Venture Partners (IVP)   September 2010 - June 2011
Institutional Venture Partners  September 2009 - September 2010
Bank of America Merrill Lynch   August 2008 - August 2009
Banc of America Securities  2004 - 2008
Morgan Stanley Smith Barney  2003 - 2003

Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Development, Due Diligence, Market Analysis

Education
Wharton School, University of Pennsylvania   2011 — 2013
MBA, Entrepreneurial Management

University of Washington   2000 — 2005
BA, Finance; Economics

University of Washington, Michael G. Foster School of Business   2000 — 2005
Bachelor of Arts (B.A.), Finance, General

Natasha Hunter, MBA Natasha Hunter, MBA Charlotte, North Carolina Details
Natasha Hunter, MBA's Bank of America Merrill Lynch Experience January 2011 - Present
Job Operations Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 2011 - Present
BOA  January 2010 - January 2011
Bank of America  January 2007 - January 2010
Bank of America  January 2006 - January 2007

Skills
Banking, Customer Service, Risk Management, Management, Financial Analysis, Microsoft Office, Business Analysis, Credit, Leadership, Loans

Education
University of Phoenix   2010 — 2012
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.75

Winston-Salem State University   2004 — 2005
Bachelor's Degree, Applied Science, 3.5

Winston-Salem State University   2000 — 2004
Bachelor's Degree, Elementary Education and Teaching, 3.5

Asha Bhat Asha Bhat Greater Philadelphia Area Details
Asha Bhat's Bank of America Merrill Lynch Experience 2011 - 2013
Job Private Equity Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  2013 - 2014
Bank of America Merrill Lynch   2011 - 2013
Bank of America Merrill Lynch   2010 - 2010
Stoltz Real Estate Partners   2009 - 2009

Skills
Communication Skills, Business Strategy, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investment Banking, LBO, Capital Markets, M&A analysis, Financial Statement..., Financial Analysis, Investments, DCF, Python, Asset Management, Equities, Mergers & Acquisitions

Education
Wharton School, University of Pennsylvania   2007 — 2011
Bachelor of Science (BSc), Economics

Andrew Tauber Andrew Tauber New York, New York Details
Andrew Tauber's Bank of America Merrill Lynch Experience December 2010 - September 2012
Job Chief Executive Officer at HouseTab
Industry Internet
Experience
HouseTab   July 2013 - Present
Bank of America Merrill Lynch   December 2010 - September 2012
Merrill Lynch and Bank of America Merrill Lynch   January 2007 - December 2010
Merrill Lynch  January 2004 - December 2006
Merrill Lynch  July 1998 - December 2003

Skills
Equities, Investment Banking, Mergers, Acquisitions, Capital Markets, Capital Structure, Capital Markets Advisory, Private Equity, Business Development, Executive Advisory, Media, Radio Broadcasting, Broadcast Television, Cable Television, Cable Networks, Cable Broadband, Entertainment, Digital Media, Sports

Education
University of Pennsylvania - The Wharton School   2001 — 2001
Investment Banking Institute

Vanderbilt University   1994 — 1998
Bachelor of Science (B.S.), Mathematics, Cum Laude

Nichole Kim Nichole Kim Philadelphia, Pennsylvania Details
Nichole Kim's Bank of America Merrill Lynch Experience January 2010 - September 2010
Job MBA Candidate at The Wharton School
Industry
Experience
ICV Partners, LLC   June 2015 - August 2015
Coller Capital  October 2012 - June 2014
Cain Brothers & Company, LLC   October 2010 - October 2012
Bank of America Merrill Lynch   January 2010 - September 2010
Merrill Lynch  June 2008 - August 2008

Skills
Private Equity, Financial Modeling, Valuation, Investments, LBO, Investment Banking, Mergers & Acquisitions, Alternative Investments, Due Diligence, Financial Analysis, Data Analysis, Capital Markets

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Wharton School   2005 — 2009
Bachelor of Science in Economics, Finance

Brian Belsky Brian Belsky Greater New York City Area Details
Brian Belsky's Bank of America Merrill Lynch Experience January 2010 - January 2013
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Venture Capital & Private Equity
Experience
Health Enterprise Partners, L.P   May 2014 - August 2014
Self Health Network  January 2013 - October 2013
Bank of America Merrill Lynch   January 2010 - January 2013
Merrill Lynch  August 2007 - December 2009

Skills
Valuation, Team Leadership, Financial Modeling, Communication, Teamwork, Entrepreneurship, Analysis, Competitive Analysis, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA), Finance and Health Care Management

Yale University   2003 — 2007
Bachelor of Arts (BA), Political Science

Alison Och Alison Och Scarsdale, New York Details
Alison Och's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2014 - August 2014
Bank of America Merrill Lynch   June 2013 - August 2013
PoverUp   June 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office

Education
Wharton School, University of Pennsylvania   2011 — 2015

Scarsdale High School   2007 — 2011

Josh Zhou Josh Zhou New York, New York Details
Josh Zhou's Bank of America Merrill Lynch Experience May 2010 - June 2012
Job MBA/MA Candidate at The Wharton School of the University of Pennsylvania
Industry Investment Management
Experience
WL Ross & Co. LLC   May 2015 - August 2015
Baring Private Equity Asia  July 2012 - April 2014
Bank of America Merrill Lynch   May 2010 - June 2012

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Lauder Institute   2014 — 2016
Master's Degree

Williams College   2005 — 2009
Economics

Neil Merchant Neil Merchant New York, New York Details
Neil Merchant's Bank of America Merrill Lynch Experience July 2012 - August 2014
Job Associate at Welsh, Carson, Anderson & Stowe
Industry Financial Services
Experience
Welsh, Carson, Anderson & Stowe   September 2014 - Present
Bank of America Merrill Lynch   July 2012 - August 2014
Bank of America Merrill Lynch   June 2011 - August 2011
Google  June 2010 - August 2010

Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis

Education
University of Pennsylvania   2008 — 2012
BS, Finance & Real Estate

Lindsay Schroll Lindsay Schroll Dallas, Texas Details
Lindsay Schroll's Bank of America Merrill Lynch Experience May 2009 - July 2012
Job Senior Securities Analyst at Invesco US
Industry Investment Management
Experience
Invesco US  June 2014 - Present
Bank of America Merrill Lynch   May 2009 - July 2012
UBS Investment Bank  May 2007 - May 2009

Education
Wharton School, University of Pennsylvania   2012 — 2014
Master of Business Administration (M.B.A.)

Yale University   2001 — 2005
Economics

Daniel Doddo Daniel Doddo Greater New York City Area Details
Daniel Doddo's Bank of America Merrill Lynch Experience 2009 - May 2010
Job Analyst at Daruma Capital Management, Inc.
Industry Investment Management
Experience
Daruma Capital Management, Inc.   May 2012 - Present
UBS Investment Bank  May 2010 - May 2012
Bank of America Merrill Lynch   2009 - May 2010
UBS Investment Bank  February 2008 - 2009
Coconut Grove Bank  June 2005 - August 2006

Skills
Financial Modeling, Equity Valuation, Financial Analysis, Equity Research, Fundamental Research, Financial Accounting, Excel, Factset, Bloomberg, Writing

Education
University of Pennsylvania - The Wharton School   2005 — 2009
BS, Finance, Legal Studies

Aaron Redmond Aaron Redmond Greater Chicago Area Details
Aaron Redmond's Bank of America Merrill Lynch Experience January 2015 - Present
Job Retirement & Benefits Solutions at Bank of America / Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 2015 - Present
Bank of America Merrill Lynch   June 2014 - January 2015
Faith Community Church of West Chicago   July 2011 - July 2014
Bank of America Merchant Services  February 2012 - May 2014
Bank of America  May 2006 - February 2012
Redmond IT Consulting   August 1996 - April 2009
Geek Squad  September 2004 - April 2006

Skills
Compliance, Small Business, Income Tax, Mortgage, Accounting, Change Management, Organizational Change, Tax Preparation, Sales Management, Salesforce.com, Direct Sales, Sales Process, Process Improvement, Business Process, Business Systems, Mortgage Lending, Team Building, Retail, Customer Experience, Credit Cards, Leadership, New Business Development, Customer Service, Operations Management, Business Planning, Relationship Management, Financial Services, Consulting, Mortgage Banking, Team Leadership, Strategic Planning, Deposits, Commercial Banking, Customer Retention, Business Analysis, Commercial Lending, Retail Banking, Credit, Financial Analysis, Management, Banking, Risk Management, Customer Satisfaction, Business Process..., Coaching, Training, Cross Selling, Budgets, Financial Risk, Sales

Education
University of Phoenix   2007 — 2010
B.S.

Melanie Whitlock Melanie Whitlock Greater Atlanta Area Details
Melanie Whitlock's Bank of America Merrill Lynch Experience March 2015 - Present
Job Vice President Client Fulfillment Consultant at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   March 2015 - Present
Bank of America  September 1997 - March 2015
Kroger  June 1992 - September 1997

Skills
Global Management, Treasury Management, Treasury Services, Cashiers, Customer Service, Microsoft Excel, Visio, PowerPoint, Analysis, Payroll, Cash Management, Retail Banking, Microsoft Office, Process Improvement, Management, Banking, Leadership, Project Management, Risk Management, Credit, Financial Services, CRM

Education
University of Phoenix
Business Administration and Management, General

Peter Sherman Peter Sherman Charlotte, North Carolina Details
Peter Sherman's Bank of America Merrill Lynch Experience January 2009 - May 2010
Job Partner at Brevet Capital Management
Industry Investment Management
Experience
Ernst & Young  May 2010 - July 2013
Bank of America Merrill Lynch   January 2009 - May 2010
Banc of America Securities  2004 - 2008
Banc of America Securities  2002 - 2004

Education
University of Pennsylvania - The Wharton School   1986 — 1988
MBA

Shawanda Strother Shawanda Strother Norristown, Pennsylvania Details
Shawanda Strother's Bank of America Merrill Lynch Experience December 2012 - May 2013
Job Student at Montgomery County Community College
Industry Consumer Services
Experience
Montgomery County Community College  January 2014 - Present
Bank of America/ Merrill Lynch  December 2012 - May 2013
Devereux  May 2011 - November 2012
Woodforest National Bank  July 2010 - March 2011

Skills
Customer Service, Human Resources for..., Clerical Skills, Product Marketing, Cross Selling, Telecommunications, Customer Satisfaction, Banking, Leadership, Time Management, Microsoft Office, PowerPoint, Telephone Skills, Customer Experience, Microsoft Word, Call Centers, Data Entry, Retail, Microsoft Excel

Education
University of Phoenix   2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General

High School for Creative and Performing Arts   1995 — 1999
Diploma, General Studies

Gabriel Cavazos‎ Gabriel Cavazos‎ Houston, Texas Area Details
Gabriel Cavazos‎'s Bank of America Merrill Lynch Experience October 2012 - Present
Job AVP, Professional Markets at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America - Merrill Lynch  October 2012 - Present
First Community Bank N.A.   October 2007 - October 2012
USMC  April 2005 - August 2007
USMC  July 2002 - April 2005
USMC  June 1998 - July 2002

Skills
Security, Firewalls, Cisco Technologies, Citrix, VMware, IIS, VPN, Software Installation, Network Security, Active Directory, Network Administration, Microsoft Exchange, CISSP, Windows Server, Troubleshooting, DNS, Servers

Education
University of Phoenix   2007 — 2011
BSIT/ISS, Networking, Applications, & Information Security

Victoria Wallen Victoria Wallen Greater Philadelphia Area Details
Victoria Wallen's Bank of America Merrill Lynch Experience January 2010 - December 2010
Job Account Manager, Partner Relations at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  June 2015 - Present
Lincoln Financial Distributors  May 2014 - June 2015
Lincoln Financial Group  April 2011 - April 2014
Bank of America Merrill Lynch   January 2010 - December 2010
Four Seasons Hotels and Resorts  April 2007 - September 2009
Mochila  January 2007 - April 2007

Skills
Event Planning, Event Management, Corporate Events, Marketing, Budgets, Trade Shows, Events, Management, Hospitality, Social Media, Marketing Communications, Digital Marketing, Fundraising, Sponsorship, Program Management, Negotiation, Sales, Strategy, Leadership

Education
University of Pennsylvania   2002 — 2006
Bachelor of Arts (B.A.), Communications and Fine Arts with a photography concentration

Germantown Academy   1989 — 2002

Amy Hernandez Turcios Amy Hernandez Turcios New York, New York Details
Amy Hernandez Turcios's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Bank of America Merrill Lynch   June 2012 - August 2012
Goldman Sachs  June 2011 - August 2011
CBS Corporation  June 2010 - August 2010

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Finance, Operations and Information Management

Andreas Noetzel Andreas Noetzel Greater New York City Area Details
Andreas Noetzel's Bank of America Merrill Lynch Experience November 2009 - Present
Job Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   November 2009 - Present
Morgan Stanley  November 2004 - November 2009
Random House  May 2001 - October 2004

Education
University of Pennsylvania - The Wharton School   1997 — 2001
BS and BA, Finance, Accounting, History

Amanda Bensol Amanda Bensol New York, New York Details
Amanda Bensol's Bank of America Merrill Lynch Experience July 2010 - February 2012
Job Venture Capital at Primary Venture Partners
Industry Venture Capital & Private Equity
Experience
Primary Venture Partners  August 2015 - Present
Techstars  January 2015 - Present
Karma  June 2012 - August 2015
Techstars  February 2012 - June 2012
Bank of America Merrill Lynch   July 2010 - February 2012
Goldman Sachs  June 2009 - August 2009
Goldman Sachs  June 2008 - August 2008

Skills
Start-ups, Corporate Development, Entrepreneurship, Financial Modeling, Strategy, Business Development, Early-stage Startups, Operations Management, Marketing Strategy, Sales Operations, Sales Management, Marketing Communications, Digital Marketing, Corporate Communications, Strategic Partnerships, Email Marketing, Social Media Marketing, Private Equity, Angel Investing, Trading, Valuation, Venture Capital, IPO, Competitive Analysis, Mergers & Acquisitions, Securities, Analytics, Investment Banking

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BS, Finance, Marketing

Nandita Makam Nandita Makam Greenwich, Connecticut Details
Nandita Makam's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - August 2015
Bank of America Merrill Lynch   June 2014 - August 2014
Wells Fargo  March 2014 - March 2014
Bank of America Merrill Lynch   October 2013 - October 2013
Kings County District Attorneys Office  June 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, Teamwork, Financial Analysis, Economics

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor’s Degree, Economics

Jerry J. Lyde Jerry J. Lyde United States Details
Jerry J. Lyde's Bank of America Merrill Lynch Experience September 2009 - May 2012
Job Territory Manager with Crest Steel
Industry Mining & Metals
Experience
Crest Steel Corporation  August 2015 - Present
Crest Steel Corporation  January 2015 - Present
Crest Steel Corporation  January 2014 - Present
Superior Sheet Metal Fab   October 2013 - January 2014
Zimmer  August 2012 - August 2013
Bank of America Merrill Lynch   September 2009 - May 2012
PHH Home Loans  May 2003 - August 2009
Figueroa Motorsports   January 2001 - April 2003

Skills
New Business Development, Performance Measurement, Sales Operations, Sales, Leadership, Management, Selling, Mortgage Lending, Banking, Applying Information &..., Decision Making, nterpret Information &..., Recognizing Problems &..., Driving Success, Medical Devices, Inventory Management, Direct Sales, Business Development, Sales Management, Account Management, Negotiation, Loans, Contract Negotiation, Six Sigma, Generating New Business, Excellent Leader & ..., Evaluating Performance, Purchasing, Profit Oriented & Able..., Setting Goals,..., Attention to Detail &..., Handling Complaints &..., International Sales, Cold Calling, Customer Service, Strategic Planning, Pricing, Team Building, Manufacturing, Forecasting, Logistics, Procurement, Budgets, Relationship Building, Marketing Strategy, Continuous Improvement, Supply Chain Management, Training, Problem Solving, Product Development

Education
University of Phoenix   2008 — 2012
Supply Chain Management, Business, 3.5

University of Phoenix   2008 — 2011
BA, Business Supply Chain Management

Frederick Handy Frederick Handy Irving, Texas Details
Frederick Handy's Bank of America Merrill Lynch Experience November 2010 - September 2012
Job UAT Specialist at Think Finance
Industry Financial Services
Experience
Think Finance  April 2014 - Present
Greentree Mortgage Services  September 2012 - April 2014
Bank of America Merrill Lynch   November 2010 - September 2012
JPMorgan Chase & Co.   December 2008 - October 2010

Skills
Banking, Business Analysis, Management, Process Improvement, Project Management, SDLC, Requirements Analysis, Business Intelligence, Finance, Integration, Business Process, Financial Services, Program Management, User Acceptance Testing, SQL, Visio, IT Strategy, Access, Software Documentation, Microsoft SQL Server, Credit, CRM, Quality Assurance, Agile Methodologies, Databases, SharePoint, Software Development, Data Analysis

Education
University of Phoenix
Bachelor of Science (B.S.), Accounting and Finance

Tyeca Hobdy Tyeca Hobdy Jacksonville, Florida Details
Tyeca Hobdy's Bank of America Merrill Lynch Experience September 2015 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2015 - Present
Bank of America Merrill Lynch   January 2013 - Present
Fidelity Investments  June 2012 - September 2012
GE Capital  June 2010 - November 2011
Hobdy Martin & Associates   June 2006 - May 2009

Skills
Customer Service, Portfolio Management, Management, Credit, Banking, Finance, Team Building, Financial Services, Accounts Receivable, Consulting, Budgets, CRM, Leadership, Entrepreneurship, Wealth Management..., Project Management, Account Management, Wealth Management, Recruiting, Payments, Loans, Sales, Collections, Business Analysis, Coaching, Leadership Development, Cross-functional Team..., Process Improvement, Continuous Improvement, Marketing Strategy, Negotiation, Public Speaking, Program Management, Quality Assurance, Risk Management, Training, Team Leadership, Team Management

Education
University of Phoenix
Currently Seeking Bachelors, Business Finance

Natasha Joly Natasha Joly Greater New York City Area Details
Natasha Joly's Bank of America Merrill Lynch Experience May 2011 - Present
Job VP PMO, Change Management at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2011 - Present
JPMorgan Chase & Co.   April 2008 - May 2011
Lehman Brothers  February 2001 - April 2008

Skills
Interest Rate..., Credit Derivatives, Market Risk, Finance, Business Analysis, Project Management, Program Management, Trading Operations, Middle Office, Derivatives, PMO

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
Master of Business Administration (M.B.A.), Finance, General

University of Pennsylvania   1989 — 1992
Bachelor’s Degree, Economics, Mathematics

Kevin Shellito Kevin Shellito New York, New York Details
Kevin Shellito's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Student at The Wharton School, University of Pennsylvania
Industry Financial Services
Experience
The Blackstone Group  June 2015 - August 2015
The Wharton School  August 2013 - June 2015
Bank of America Merrill Lynch   June 2014 - August 2014
Whirlpool Corporation  May 2013 - August 2013

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor of Science (B.S.), Economics

Jonathan Summitt Jonathan Summitt Philadelphia, Pennsylvania Details
Jonathan Summitt's Bank of America Merrill Lynch Experience June 2015 - Present
Job Finance Management Associate at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch   June 2015 - Present
University of Pennsylvania  September 2012 - May 2015
Student Federal Credit Union at the University of Pennsylvania  January 2013 - December 2014
Bank of America Merrill Lynch   June 2014 - August 2014
Lincoln Financial Group  June 2013 - August 2013

Education
Wharton School, University of Pennsylvania   2011 — 2015
Bachelor’s Degree, Finance

Teresa Saldaña Teresa Saldaña Charlotte, North Carolina Details
Teresa Saldaña's Bank of America Merrill Lynch Experience March 2013 - Present
Job Treasury Services Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   March 2013 - Present
Bank of America  March 2011 - March 2013
Bank of America  December 2007 - January 2011
Bank of America  March 2006 - December 2007
Harland Clarke  January 2002 - January 2004
Harland Clarke  January 2000 - January 2002
Duke Energy Corporation  January 1992 - January 2000
Alamo Rent A Car  January 1990 - January 1992
Belks Department Store  January 1985 - January 1990

Skills
Banking, Customer Service, Credit, Loans, Sales, Finance, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Ecommerce, Small Business Banking, Mortgage Lending, Residential Mortgages, Call Center..., Call Centers, Retail Sales, Travel Management, Reservations, Treasury Services, Certified Treasury..., Office Administration, Relationship Management, Financial Services, CRM

Education
Lucas Travel School   1989 — 1989
Travel Certification, Tourism and Travel Services Management

North Gaston High School   1983 — 1986
Academic Diploma

University of Phoenix
Business Administration and Management, General

Samuel Berger Samuel Berger New York, New York Details
Samuel Berger's Bank of America Merrill Lynch Experience August 2012 - September 2013
Job Manager, Real Estate & Development at Equinox
Industry Investment Banking
Experience
Equinox  September 2013 - Present
Bank of America Merrill Lynch   August 2012 - September 2013

Skills
Financial Analysis, Financial Modeling, Real Estate Development, Market Research, Customer Segmentation..., Demographic Analysis

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (B.S.), Finance, Legal Studies, Minor in Hispanic Studies

Matthew Labovitz Matthew Labovitz New York, New York Details
Matthew Labovitz's Bank of America Merrill Lynch Experience July 2011 - July 2013
Job Associate at CI Capital Partners
Industry Financial Services
Experience
CI Capital Partners  August 2015 - Present
Morgan Stanley Private Equity  July 2013 - July 2015
Bank of America Merrill Lynch   July 2011 - July 2013

Skills
Capital IQ, Investment Banking, Financial Modeling, Valuation, Private Equity, Investments, Corporate Finance, Financial Analysis, Due Diligence

Education
University of Pennsylvania   2007 — 2011
BA, History, Economics

North Springs High School   2004 — 2007

The Epstein School

Veronique Guy Veronique Guy Charlotte, North Carolina Details
Veronique Guy's Bank of America Merrill Lynch Experience January 2013 - Present
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America  February 2013 - Present
Bank of America Merrill Lynch   January 2013 - Present
Wells Fargo  January 2011 - January 2012
Wells Fargo Home Mortgage  1999 - 2012
Wachovia Bank NA  January 2005 - January 2011
First Union/Wachovia  January 1999 - January 2005
2nd 337th Combat Support & Combat Service Support Battalion (US Army Reserves)   January 1993 - January 2000
Solectron Technologies Inc   January 1998 - January 1999
Corporate Benefits Services   January 1996 - January 1998

Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Risk, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Small Business Lending, Financial Risk, Operational Risk, Risk Management, FHA, Bank Secrecy Act, Commercial Banking, Loan Servicing, AML, Private Banking, Home Equity Lines of..., Construction Loans, Operational Risk..., Home Equity Loans, LPS, Loan Origination, USA PATRIOT Act, Portfolio Management, Quality Auditing

Education
University of Phoenix
Business Degree

Elizabeth J. Kim Elizabeth J. Kim Greater New York City Area Details
Elizabeth J. Kim's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Bank of America Merrill LynchGCIB Summer Analyst
Industry Financial Services
Experience
Rodin College House  April 2014 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
J.Crew  June 2014 - August 2014
Fashion GPS  June 2014 - August 2014
Fancy Fleurs   August 2010 - August 2012
Cathy Blaney and Associates   June 2010 - August 2010

Skills
Microsoft Word, PowerPoint, Management, Teamwork, English, Spanish, Time Management, Microsoft Excel, Public Speaking, Korean, Enthusiasm to learn, Leadership, Creative Problem Solving, Fashion, Organizational..., Creative Strategy, Writing

Education
Wharton School, University of Pennsylvania   2012 — 2016
Bachelor of Science (B.S.) in Economics, Business/Managerial Economics

Roanoke Catholic High School   2010 — 2012

Michael K. Yim Michael K. Yim Greater Philadelphia Area Details
Michael K. Yim's Bank of America Merrill Lynch Experience June 2013 - August 2013
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Moore Capital Management  June 2015 - August 2015
University of Pennsylvania  September 2014 - May 2015
Sonica Capital LLC   June 2014 - August 2014
Bank of America Merrill Lynch   June 2013 - August 2013
WBB Securities  May 2013 - June 2013

Skills
Portfolio Management, Equity Research, Bloomberg Terminal, Financial Analysis, Fixed Income, Microsoft Excel, Financial Modeling, JMP, Investment Management

Education
University of Pennsylvania   2012 — 2016
Bachelor of Arts (BA), Economics

Park Ridge High School   2008 — 2012

Jonathan Ko Jonathan Ko New York, New York Details
Jonathan Ko's Bank of America Merrill Lynch Experience July 2011 - January 2013
Job Assistant Vice President at Golub Capital
Industry Financial Services
Experience
Golub Capital  June 2015 - Present
Springleaf Financial Services  February 2013 - June 2015
Bank of America Merrill Lynch   July 2011 - January 2013
Bank of America Merrill Lynch   June 2010 - August 2010
Versus L.P.   June 2009 - August 2009

Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, LBO, Financial Analysis, DCF, Due Diligence, Series 63, Asset Managment, Corporate Development, M&A experience, Bloomberg Terminal, SNL, Financial Services

Education
University of Pennsylvania - The Wharton School   2007 — 2011
B.S. in Economics, Finance and Marketing

Jacob Czarnick Jacob Czarnick New York, New York Details
Jacob Czarnick's Bank of America Merrill Lynch Experience May 2002 - June 2004
Job Director at Perella Weinberg Partners LP
Industry Financial Services
Experience
Perella Weinberg Partners LP   July 2010 - Present
Citigroup, Inc.   July 2004 - August 2008
Bank of America Merrill Lynch   May 2002 - June 2004
Credit Suisse First Boston  July 2001 - February 2002

Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Valuation, LBO, Corporate Finance, Divestitures, Leveraged Finance, Restructuring, Electric Power, Energy, Mining, Business Services

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA, Finance

Cornell University   1997 — 2001
Bachelor of Science

Ken Tuchman Ken Tuchman United States Details
Ken Tuchman's Bank of America Merrill Lynch Experience 2007 - 2009
Job Vice Chairman at BMO Capital Markets
Industry Investment Banking
Experience
Smart & Final Stores,Inc   September 2015 - Present
BMO Capital Markets  2010 - Present
Gordmans Stores   2010 - Present
Chasing the Dream Foundation   2011 - Present
Demoulas Supermarkets  February 2010 - September 2012
Bank of America Merrill Lynch   2007 - 2009
Wasserstein Perella  1997 - 2007
Lehman Brothers  1981 - 1997
Fried Frank Harris Shriver & Jacobson  1976 - 1981

Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring

Education
University of Pennsylvania - The Wharton School
MBA

University of Pennsylvania Law School
JD

Amir Baiyina Amir Baiyina New York, New York Details
Amir Baiyina's Bank of America Merrill Lynch Experience November 2014 - November 2014
Job Executive Intern at Combs Enterprises
Industry Executive Office
Experience
University of Pennsylvania  November 2014 - Present
Combs Enterprises (Bad Boy Worldwide)   June 2015 - August 2015
Beat the Streets Philadelphia   September 2014 - May 2015
Goldman Sachs  November 2014 - November 2014
Bank of America Merrill Lynch   November 2014 - November 2014
Allen Summer Enrichment Series (ASES)   May 2014 - July 2014
Smart Data Solutions/SDSE, LLC   June 2013 - August 2013
University of Maryland  August 2012 - May 2013
National Institutes of Health  June 2012 - August 2012

Skills
Leadership, Public Speaking, Microsoft Office, Social Media, Social Networking, PowerPoint, Research, Human Resources, Microsoft Excel, Event Planning, Teamwork, Microsoft Word, Data Analysis, Nonprofits

Education
University of Pennsylvania - The Wharton School   2013 — 2017
Bachelor's Degree, Economics, Concentration: Entrepreneurship & Innovation

Eleanor Roosevelt High School   2009 — 2013
High School, Science & Technology Program - Engineering/Entrepreneurship, 4.24

Chantal Garcia Fischer Chantal Garcia Fischer Bedford, New York Details
Chantal Garcia Fischer's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Management Consultant Analyst at Accenture
Industry Media Production
Experience
Accenture  June 2015 - Present
The Daily Pennsylvanian  May 2014 - December 2014
Bank of America Merrill Lynch   June 2014 - August 2014
The Daily Pennsylvanian  January 2014 - May 2014

Education
Wharton School, University of Pennsylvania   2012 — 2016
Bachelor's Degree, Finance and Management, Junior

Jake Hong Jake Hong New York, New York Details
Jake Hong's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Goldman Sachs  May 2012 - August 2012
ING  September 2009 - June 2011
Merrill Lynch  August 2007 - July 2009

Skills
Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Equity Capital Markets, Accounting, Debt Capital Markets, Corporate Finance, Capital Markets, Financial Institutions, LBO, Series 63

Education
Wharton School, University of Pennsylvania   2011 — 2013
Master of Business Administration (MBA)

Yonsei University   2001 — 2005
Bachelor of Business Administration (B.B.A.)

Matt McMahon Matt McMahon Glen Ridge, New Jersey Details
Matt McMahon's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
BlackRock  May 2013 - August 2013

Skills
Team Leadership, Derivatives, Valuation, Capital Markets, Hedge Funds, Strategic Planning, Equity Derivatives, Investment Management, Equity Research, Dependable Team Player, Credit Derivatives, DCF, Equity Valuation

Education
Wharton School, University of Pennsylvania   2011 — 2015
Bachelor of Science (BS), Finance

Liz Leith Liz Leith Greater New York City Area Details
Liz Leith's Bank of America Merrill Lynch Experience 1990 - Present
Job Executive Assistant at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   1990 - Present
Merrill Lynch  1990 - Present

Skills
Bloomberg, Fixed Income, Equities, Securities, Investment Banking

Education
University of Phoenix   2005 — 2008
Associate, Business

Rohak Doshi Rohak Doshi New York, New York Details
Rohak Doshi's Bank of America Merrill Lynch Experience July 2010 - June 2012
Job Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management  August 2014 - Present
Leonard Green & Partners  August 2012 - July 2014
Bank of America Merrill Lynch   July 2010 - June 2012
Banc of America Securities  June 2009 - August 2009
Sperry, Mitchell, and Company, Inc   June 2008 - August 2008
Credit Suisse  May 2008 - May 2008
Credit Suisse  2006 - 2006

Skills
Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Corporate Finance, Due Diligence, Capital IQ, Financial Analysis, Capital Markets, DCF

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BS in Economics, Concentrations: Finance and Accounting; Minor: History

Herricks High School   2002 — 2006

Adam Blackman Adam Blackman Greater New York City Area Details
Adam Blackman's Bank of America Merrill Lynch Experience 2008 - 2011
Job Senior Managing Director, Head of TechEnabled Services, Guggenheim Investment Banking
Industry Financial Services
Experience
Guggenheim Partners  2011 - Present
Bank of America Merrill Lynch   2008 - 2011
Bear, Stearns & Co. Inc.   1994 - 2008

Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance

Education
University of Pennsylvania - The Wharton School   1992 — 1994
Master of Business Administration (MBA), Finance and Health Care Management

University of Pennsylvania - The Wharton School   1989 — 1993
B.S. Economics, Accounting and Finance

Michael Pozzuoli Michael Pozzuoli Fort Lauderdale, Florida Details
Michael Pozzuoli's Bank of America Merrill Lynch Experience January 2015 - Present
Job Sales and Trading Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2015 - Present
Major League Baseball  May 2014 - August 2014
JM Family Enterprises, Inc.   July 2013 - August 2013
Strategas Research Partners  May 2013 - June 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Valuation, Finance, Data Analysis, Access, Economics, Financial Reporting, Leadership

Education
Wharton School, University of Pennsylvania   2012 — 2016
Bachelor of Science (B.S.), Finance

Ross Carrington Ross Carrington Austin, Texas Details
Ross Carrington's Bank of America Merrill Lynch Experience June 2012 - August 2012
Job Account Manager at Oracle Manager
Industry Information Technology and Services
Experience
Oracle  July 2013 - Present
Bank of America Merrill Lynch   June 2012 - August 2012
Google  June 2011 - August 2011

Skills
Data Analysis, Leadership, Market Research, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Financial Analysis, Sales, PowerPoint, Microsoft Word

Education
University of Pennsylvania   2009 — 2013
Bachelor's degree, Huntsman Program in International Studies and Business

Dan O'Hare Dan O'Hare New York, New York Details
Dan O'Hare's Bank of America Merrill Lynch Experience June 2013 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2013 - Present
Marlin & Associates  March 2013 - May 2013
Wall Street Warfighters Foundation  May 2012 - February 2013
Berkowitz Development Group   May 2011 - August 2011
Carlos Gimenez For Mayor   May 2011 - June 2011
Department of Veterans Affairs  February 2010 - February 2011
United States Marine Corps  July 2003 - April 2008

Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Risk Management, Security Clearance, Military, Finance, Leadership, Operational Planning, Analysis, Teaching, Financial Modeling, Military Operations, Government, Investments, DoD, Microsoft Word, Project Planning, Program Management, Economics

Education
Wharton School of Business   2013 — 2013
Executive Education, Mergers and Acquistiions

Westminster College   2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Cum Laude

David M. Stein David M. Stein New York, New York Details
David M. Stein's Bank of America Merrill Lynch Experience July 2010 - June 2012
Job Associate at CI Capital Partners
Industry Venture Capital & Private Equity
Experience
CI Capital Partners  February 2015 - Present
Veritas Capital  July 2012 - January 2015
Bank of America Merrill Lynch   July 2010 - June 2012
Merrill Lynch  June 2009 - August 2009
MCM  June 2008 - August 2008

Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation, Due Diligence, LBO, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2006 — 2010
Bachelor of Science in Economics, Cum Laude, Finance

The Hong Kong University of Science and Technology   2008 — 2008
School of Business & Management

Mercer Island High School   2002 — 2006

Peter Murrer Peter Murrer Philadelphia, Pennsylvania Details
Peter Murrer's Bank of America Merrill Lynch Experience July 2009 - August 2011
Job MBA Candidate, Class of 2016, The Wharton School
Industry Venture Capital & Private Equity
Experience
Starr Investment Holdings LLC   August 2011 - June 2014
Bank of America Merrill Lynch   July 2009 - August 2011

Skills
Investment Banking, Valuation, Financial Modeling, LBO, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Alternative Investments, Mergers, Equities

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

Vanderbilt University   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Financial Economics

Bronxville High School   2001 — 2005

Joseph Weiler Joseph Weiler Greater New York City Area Details
Joseph Weiler's Bank of America Merrill Lynch Experience June 2008 - August 2010
Job Research Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital  November 2012 - Present
Global Knowledge Training  October 2011 - October 2012
MidOcean Partners  September 2010 - October 2012
Bank of America Merrill Lynch   June 2008 - August 2010
Banc of America Securities  May 2007 - August 2007
Tierra Capital  May 2006 - August 2006

Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Hedge Funds, Investments, Corporate Finance, Capital Markets, Corporate Development, Portfolio Management

Education
University of Pennsylvania - The Wharton School   2004 — 2008
BSE, Finance

Samantha Meskin Samantha Meskin New York, New York Details
Samantha Meskin's Bank of America Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
Chairmont Group   July 2012 - November 2012
RegentAtlantic Capital, LLC  May 2012 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SugarCRM, CRM, PowerPoint, Conversational Spanish

Education
University of Pennsylvania - The Wharton School   2010 — 2014
Bachelor's Degree, Finance

University of New South Wales
Exchange Student

Millburn High School   2006 — 2010

Michael Charland Michael Charland Greater New York City Area Details
Michael Charland's Bank of America Merrill Lynch Experience July 2007 - December 2010
Job Global Markets
Industry Financial Services
Experience
HSBC  May 2015 - Present
HSBC  September 2013 - May 2015
UBS Investment Bank  August 2011 - August 2013
Bank of America Merrill Lynch   July 2007 - December 2010
Merrill Lynch  November 2005 - July 2007
Premcor Refining  January 2005 - November 2005
NYMEX  June 2002 - January 2005

Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds

Education
University of Pennsylvania   1998 — 2002
Economics, Political Science

Adam Kern Adam Kern Dallas/Fort Worth Area Details
Adam Kern's Bank of America Merrill Lynch Experience December 2007 - September 2014
Job CIB Domestic Corporate Actions Team Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   November 2014 - Present
Bank of America Merrill Lynch   December 2007 - September 2014
E-LOAN  July 2005 - December 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Banking, Financial Analysis

Education
University of Phoenix   2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Nicole Caprio Nordstrom Nicole Caprio Nordstrom Greater New York City Area Details
Nicole Caprio Nordstrom's Bank of America Merrill Lynch Experience May 2015 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   2011 - May 2015
Bank of America Merrill Lynch   2009 - 2011
L'Oreal USA  2005 - 2007

Education
Yale University - Yale School of Management   2007 — 2009
MBA

University of Pennsylvania - The Wharton School   2001 — 2005
Bachelor of Science in Economics, Concentrations in Finance and Marketing

Gregory Todd Gregory Todd Greater New York City Area Details
Gregory Todd's Bank of America Merrill Lynch Experience August 2005 - Present
Job Director and Associate General Counsel at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2005 - Present
King & Spalding LLP  November 2002 - July 2005
Vinson & Elkins LLP  September 2000 - November 2002
Linklaters  May 1999 - August 1999
Honorable John T.J. Kelly, Jr., Appellate Court Judge, Superior Court of Pennsylvania   May 1998 - August 1998

Skills
Derivatives, Structured Products, Fixed Income, Credit Derivatives, Capital Markets, Corporate Law, Banking, ISDA, Financial Markets

Education
University of Pennsylvania Law School   1997 — 2000
JD, Law

University of Toronto   1992 — 1997
B.Sc., Forestry

Dimitry Foux, CFA Dimitry Foux, CFA New York, New York Details
Dimitry Foux, CFA's Bank of America Merrill Lynch Experience August 2010 - May 2012
Job Senior Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  June 2012 - Present
Bank of America Merrill Lynch   August 2010 - May 2012
Natixis Capital Markets  May 2004 - April 2008

Skills
Alternative Investments, Entrepreneurship, Portfolio Management, Trading, Hedge Funds, Structured Products, Strategy, Investments, Private Equity, Business Valuation, Fixed Income, Valuation, Financial Modeling, Emerging Markets, Asset Management, Investment Strategies, Asset Allocation, Investment Management, Investment Banking, Bloomberg

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA, Finance

University of Pennsylvania - The Lauder Institute   2008 — 2010
Master's degree, International Studies

New York University - Leonard N. Stern School of Business
BS, Finance, Information Systems

Stuyvesant High School

Renee Bannon-Rodriguez, C(k)P Renee Bannon-Rodriguez, C(k)P Greater Philadelphia Area Details
Renee Bannon-Rodriguez, C(k)P's Bank of America Merrill Lynch Experience 2008 - March 2012
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  March 2012 - Present
Bank of America Merrill Lynch   2008 - March 2012
Merrill Lynch  February 2003 - February 2007

Skills
Series 7, Series 63, 401k, Uniform Combined State..., Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Planning, Asset Allocation, Investments, Defined Contribution, Qualified Retirement..., FINRA, Series 65, Strategic Financial..., Portfolio Management, Series 24

Education
University of Phoenix   2001 — 2007

Brett Riggi, CFA Brett Riggi, CFA New York, New York Details
Brett Riggi, CFA's Bank of America Merrill Lynch Experience September 2011 - July 2013
Job Managing Director | Wealth Management Americas IT at UBS
Industry Financial Services
Experience
UBS  July 2013 - Present
Bank of America Merrill Lynch   September 2011 - July 2013
Bank of America Merrill Lynch   February 2009 - September 2011
Merrill Lynch  February 2008 - January 2009
Merrill Lynch  February 2005 - January 2008
Merck  1993 - 1999

Education
University of Pennsylvania - The Wharton School
MBA, Finance, IT Strategy

Yale University
BS, Chemistry, Mathematics

Allyson Goetschius Allyson Goetschius Greater New York City Area Details
Allyson Goetschius's Bank of America Merrill Lynch Experience July 2008 - June 2010
Job Vice President Public Finance at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2013 - Present
JP Morgan Asset Management  July 2010 - June 2013
Bank of America Merrill Lynch   July 2008 - June 2010

Education
University of Pennsylvania - The Wharton School   2004 — 2008
Finance and Real Estate

Robyn Bedil Robyn Bedil Greater New York City Area Details
Robyn Bedil's Bank of America Merrill Lynch Experience 2006 - Present
Job Director at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   2006 - Present
Merrill Lynch  2006 - 2008
Citigroup  2002 - 2005

Education
University of Pennsylvania   1998 — 2002
BA, Economics

Hopkins High School   1995 — 1998

Ronda Carson Ronda Carson San Francisco Bay Area Details
Ronda Carson's Bank of America Merrill Lynch Experience 2012 - Present
Job Assistant Vice President/Dedicated Fulfillment Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2012 - Present
talk + tell media   1998 - Present
Bank of America Merrill Lynch   2010 - 2012
JPMorgan Chase  2006 - 2010

Education
University of Phoenix-Southern California Campus
Bachelor of Science (B.S.), Business Management

University of California at Los Angeles-Extension
Certificate, Public Relations-Entertainment Publicity

Janie Gardner Janie Gardner Greater Denver Area Details
Janie Gardner's Bank of America Merrill Lynch Experience March 2003 - Present
Job Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2003 - Present
Merrill Lynch  March 2003 - March 2011

Skills
401k, Mutual Funds, Financial Services, Retirement, Retirement Planning, Securities

Education
University of Phoenix
Bachelor of Science (B.S.), Business Management

Mariann Sorace Mariann Sorace Greater New York City Area Details
Mariann Sorace's Bank of America Merrill Lynch Experience June 1983 - Present
Job Director at Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   June 1983 - Present
Merrill Lynch  1983 - 2008
Merrill Lynch  1983 - 2008

Skills
Equities, Trading Systems, Electronic Trading, Equity Trading, Series 7, Capital Markets, Fixed Income, Derivatives, Vendor Management, Investment Banking, Options

Education
University of Pennsylvania   1979 — 1983
BSE, BAS, Engineering, Decision Sciences

Michael Coopersmith Michael Coopersmith Greater New York City Area Details
Michael Coopersmith's Bank of America Merrill Lynch Experience July 2006 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2006 - Present
Merck  May 2005 - December 2005
Fictionwise, Inc.   December 2000 - May 2005

Skills
.NET, C#, Software Development, Windows Services, Multithreading, Web Services, WebSockets, WPF, Windows Forms, Socket Programming, LINQ, Microsoft SQL Server, Silverlight, ASP.NET, HTML, JavaScript, Java, JMS, WebSphere MQ, TIBCO EMS, TIBCO BW, Electronic Trading, Equities, Options, FIX, HTTP, XML, Analytical Skills, Software Project..., TIBCO, Communication Skills, Trading Systems, Enterprise Architecture, SDLC, Java Enterprise Edition, Unix, Distributed Systems, Integration

Education
University of Pennsylvania   2002 — 2006
BSE, Computer Science and Engineering

Peter J. Winkelman Peter J. Winkelman Greater Boston Area Details
Peter J. Winkelman's Bank of America Merrill Lynch Experience January 2004 - July 2011
Job Risk Management | Credit Review | COO
Industry Banking
Experience
Bank of America Mexico   June 2011 - September 2014
Bank of America Merrill Lynch   January 2004 - July 2011
BancBoston Capital  2002 - 2004
FleetBoston Financial  2000 - 2002
Bank of America  1995 - 2000
Bank of America Asia   January 1993 - July 1995

Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Credit Risk, Private Equity, Emerging Markets, Latin America, Compliance, Leveraged Finance, Capital Markets, Enterprise Risk..., Operational Risk, Risk Management, Corporate Finance, Financial Analysis, Executive Management, Financial Risk

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS) in Economics, Finance, Decision Sciences

William Sale William Sale Greater New York City Area Details
William Sale's Bank of America Merrill Lynch Experience July 2007 - January 2010
Job Vice President at SV Investment Partners
Industry Venture Capital & Private Equity
Experience
SV Investment Partners   January 2010 - Present
Bank of America Merrill Lynch   July 2007 - January 2010

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management

Yale University   2003 — 2007
BA, History, Political Science

Ron Landrito Ron Landrito Greater New York City Area Details
Ron Landrito's Bank of America Merrill Lynch Experience February 2010 - Present
Job VP Electronic Trading (ETT) Engineering at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   February 2010 - Present
Merrill Lynch  July 2006 - October 2008
Spectracomm Inc   March 2004 - July 2006
The Princeton Review  1997 - 2001
New York Stock Exchange  June 1995 - July 1996

Skills
Data Center, Team Leadership, Software Project..., Disaster Recovery, Servers, Market Data, Software Installation, Enterprise Architecture, IT Management, Trading Systems, Technical Support, CRM, Business Analysis, Integration, Agile Methodologies, Project Management, Network Administration, Business Intelligence, Storage Area Networks, Visio, Vendor Management, ITIL, Infrastructure, SDLC, Management, Databases, Business Continuity, IT Strategy, PMP, Service Delivery, Networking

Education
University of Phoenix   2005 — 2009
BS, Computer Science

Saint John's University   1992 — 1995
Computer Science

Kathy Hauff, CEP Kathy Hauff, CEP Scottsdale, Arizona Details
Kathy Hauff, CEP's Bank of America Merrill Lynch Experience August 2012 - Present
Job VP, Senior Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2012 - Present
Bank of America Merrill Lynch   April 2009 - August 2012
SunGard Data Systems  January 2006 - March 2009
SunGard Data Systems, Inc.   January 2005 - January 2006
CCH  March 2003 - December 2004
Equity Methods  April 2001 - March 2003
MIPS Technologies  February 1999 - December 2000
SGI  February 1997 - February 1999
SGI  November 1994 - January 1997
SGI  April 1990 - November 1994

Skills
Software Documentation, Strategy, Product Management, Management, SDLC, Cross-functional Team..., ASC 718, Software Development, Software Design, Process Improvement, Business Analysis, Quality Assurance, CRM

Education
University of Phoenix   2005 — 2008
B.S., Business Management

ShuYuk (Sherman) Yeung ShuYuk (Sherman) Yeung Greater New York City Area Details
ShuYuk (Sherman) Yeung's Bank of America Merrill Lynch Experience May 2011 - Present
Job Programmer Prof MKTS at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2011 - Present
Citigroup  September 2009 - May 2011
Lehman Brothers  April 2005 - September 2009

Skills
Trading Systems, Sybase, Credit Derivatives, JMS, Fixed Income, Electronic Trading, Equity Derivatives, Spring, FX Options, Interest Rate..., Derivatives, Low Latency, Equities, Capital Markets, Market Data, Prime Brokerage, Structured Products, Investment Banking, Trading, SDLC

Education
University of Pennsylvania   1999 — 2000
Master, TCOM

Esther Rajavelu Esther Rajavelu Greater New York City Area Details
Esther Rajavelu's Bank of America Merrill Lynch Experience 2009 - 2011
Job Equity Research Analyst, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  2014 - Present
Ernst & Young Capital Advisors  2011 - 2014
Bank of America Merrill Lynch   2009 - 2011
Merrill Lynch  2006 - February 2009
Towers Perrin  2001 - 2004
JPMorgan  2000 - 2001

Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance

Education
University of Pennsylvania - The Wharton School   2004 — 2006
MBA, Healthcare and Finance

Wesleyan University   1996 — 2000
Bachelors, Economics and Government

Gladys Bellucci Gladys Bellucci Charlotte, North Carolina Area Details
Gladys Bellucci's Bank of America Merrill Lynch Experience 2012 - Present
Job Officer, Treasury Service Consultant at Bank of America / Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   2012 - Present
Bank of America Merrill Lynch   2010 - 2012
Bank of America  2006 - 2010
Bank of America  2000 - 2006
Bank of America  1998 - 2000
Bank of America  1997 - 1998
Bank of America  1996 - 1997

Skills
Banking Solutions, Trading, Securities, Banking, Customer Service

Education
University of Phoenix   2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.84

University of Phoenix   2006 — 2008
BSBM, Business Management

Jency John Jency John New York, New York Details
Jency John's Bank of America Merrill Lynch Experience May 2008 - August 2011
Job Associate Finance Manager at Unilever
Industry Financial Services
Experience
Unilever  July 2013 - Present
Columbia Business School  August 2011 - Present
BANK OF AMERICA MERRILL LYNCH   May 2008 - August 2011
Merrill Lynch  August 2007 - May 2008
PRICEWATERHOUSECOOPERS, LLC  June 2006 - August 2006
WACHOVIA SECURITIES, LLC. Meyers & Kron Financial Group   June 2005 - August 2005
iWORKWELL, INC  June 2004 - August 2004

Skills
Financial Analysis, Capital Markets, Risk Management, Financial Modeling, Corporate Finance, Fixed Income, Financial Services

Education
University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science in Economics, Accounting

Chris Wynn Chris Wynn Greater New York City Area Details
Chris Wynn's Bank of America Merrill Lynch Experience July 2010 - Present
Job Prime Brokerage Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2010 - Present

Skills
Series 7, Fixed Income, Investments, Equities, Series 63, Bloomberg, Hedge Funds, Alternative Investments, Finance, Due Diligence

Education
University of Pennsylvania - The Wharton School   2006 — 2010
Bachelor of Science in Economics, Finance

Andy Gangadharan Andy Gangadharan Greater New York City Area Details
Andy Gangadharan's Bank of America Merrill Lynch Experience 2004 - 2009
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF, Wealth Management Group   June 2012 - Present
Fifth Third Private Bank  March 2009 - June 2012
Bank of America Merrill Lynch   2004 - 2009
System Soft Technologies, LLC  April 2003 - November 2004
Special Data Processing  November 2001 - September 2003

Skills
Public Speaking, Contract Negotiation, Business Analysis, Investment Strategies, Asset Protection, Private Wealth..., Insurance Planning, CRM software, Customer Presentations, Credit Analysis, Asset Based Lending, Cross-functional Team..., Follow-up, Trust Services, Estate Planning, Wealth Transfer, Wealth Preservation..., Retirement Planning, Professional Networking, Community Outreach, Sales Management, Succession Planning, Endowments, Custodial Services, Institutional Sales, Asset Allocation, Investment Management, Financial Planners, Loans, Strategic Financial..., Business Networking, Portfolio Management, Wealth, CRM, Commercial Lending, Risk Management, Private Banking, Wealth Management..., Investments, Insurance, Finance, Small Business, Strategy, Wealth Management, Uniform Combined State..., Financial Planning

Education
Florida Bankers Association   2010 — 2012
Trust School, Trust, Estate and Legacy Wealth Planning

Licenses
Series 7, Series 66, FL- 215, LTC

University of Phoenix
MBA, Global Management & Finance

Anna Kaminskaya, CFA Anna Kaminskaya, CFA Greater New York City Area Details
Anna Kaminskaya, CFA's Bank of America Merrill Lynch Experience September 2012 - Present
Job Vice President Equity Research Analyst at Bank of America Merrill Lynch
Industry Research
Experience
Bank of America Merrill Lynch   September 2012 - Present
Merrill Lynch  July 2005 - September 2012
Citigroup  July 2003 - June 2005
Citi  June 2002 - August 2002

Skills
Financial Modeling, Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Private Equity, Fixed Income, Due Diligence, Portfolio Management

Education
University of Pennsylvania - The Wharton School   1999 — 2003
Bachelor of Science (BS), Finance/Accounting

St. Clares   1997 — 1999

Brian Goldfogel Brian Goldfogel New York, New York Details
Brian Goldfogel's Bank of America Merrill Lynch Experience January 2011 - April 2011
Job Director, Insurance Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  January 2014 - Present
RBC Capital Markets  May 2011 - December 2013
Bank of America Merrill Lynch   January 2011 - April 2011
Bank of America Merrill Lynch   July 2007 - December 2010
Banc of America Securities  August 2004 - June 2007

Skills
Valuation, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Financial Modeling, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2000 — 2004
B.S., Finance, Accounting

Bharat Kuncham Bharat Kuncham Greater New York City Area Details
Bharat Kuncham's Bank of America Merrill Lynch Experience June 2011 - September 2012
Job Associate at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners  March 2015 - Present
Monarch Alternative Capital  September 2012 - March 2015
Bank of America Merrill Lynch   June 2011 - September 2012
HSBC  June 2010 - August 2010
Cathedral Partners   June 2009 - August 2009
Offit Capital Advisors  June 2008 - September 2008

Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Finance, Operations and Information Management

Mepham High School

Margo McCole Margo McCole Greater Boston Area Details
Margo McCole's Bank of America Merrill Lynch Experience 2010-2011 Division A2 Area Governor
Job Adm. Assistant III at Bank of America Merrill Lynch
Industry Media Production
Experience
Bank of America Merrill Lynch   2010-2011 Division A2 Area Governor
 
 
Toastmasters District 31   2010 - Present

Education
University of Phoenix
Marketing

Matthew Bubis Matthew Bubis Greater New York City Area Details
Matthew Bubis's Bank of America Merrill Lynch Experience July 2009 - June 2011
Job Private Equity at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners  June 2015 - Present
The Wharton School  July 2013 - May 2015
JAT Capital Management, L.P.   May 2014 - August 2014
Kinderhook Industries  July 2011 - July 2013
Bank of America Merrill Lynch   July 2009 - June 2011

Education
Vanderbilt University   2005 — 2008
BS, Economics

University of Pennsylvania - The Wharton School

University of Pennsylvania - The Wharton School

Steve Chung Steve Chung Los Angeles, California Details
Steve Chung's Bank of America Merrill Lynch Experience July 2013 - June 2015
Job Senior Analyst at 20th Century Fox Film
Industry Entertainment
Experience
Fox (Film, TV and Sports)   July 2015 - Present
Bank of America Merrill Lynch   July 2013 - June 2015
UBS Investment Bank  June 2012 - August 2012
Barclays Capital  June 2011 - August 2011
UBS Investment Bank  June 2010 - July 2010

Skills
Equity Research, Bonds, Statistics, Financial Modeling, Retirement Planning, Personal Finance, Econometrics, Data Analysis, Analytics, Investment Banking, Accounting, Analysis, Derivatives, Hedge Funds, Portfolio Management

Education
University of Pennsylvania   2009 — 2013
BSc. in Economics, The Wharton School - Concentrations in Finance and Management

Nanki Marwah Nanki Marwah Greater New York City Area Details
Nanki Marwah's Bank of America Merrill Lynch Experience June 2007 - June 2010
Job Financial Analyst
Industry Retail
Experience
J.Crew  July 2011 - August 2012
Bank of America Merrill Lynch   June 2007 - June 2010

Education
Wharton School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

Wellesley College   2003 — 2007
Bachelor of Arts (BA), Economics

Shahid Bosan Shahid Bosan New York, New York Details
Shahid Bosan's Bank of America Merrill Lynch Experience July 2011 - July 2013
Job Private Equity Associate at Apollo Global Management
Industry Venture Capital & Private Equity
Experience
Apollo Global Management LLC  August 2015 - Present
GIC Special Investments  August 2013 - June 2015
Bank of America Merrill Lynch   July 2011 - July 2013
Nomura Securities  June 2010 - August 2010

Education
University of Pennsylvania   2007 — 2011
B.S. in Economics, Finance

University of Pennsylvania   2007 — 2011
B.S. in Engineering, System Engineering

Jenafer Janusz Jenafer Janusz Jacksonville, Florida Area Details
Jenafer Janusz's Bank of America Merrill Lynch Experience January 2015 - September 2015
Job Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 2015 - September 2015
Deutsche Bank  August 2014 - January 2015
Merrill Lynch  March 2013 - November 2013
DMB Clubs   December 2009 - December 2012
Dish Network  2008 - 2009
Liberty Mutual Insurance  January 2007 - February 2008

Skills
Crystal Reports, Access, Microsoft Excel, Oracle, Vision, Call Center Commander, IEX, Cellware, Process Improvement, Strategic Planning, Data Analysis, Business Analysis, Financial Analysis, User Acceptance Testing, Project Management, Workforce Management, Insurance, QuickBooks, Customer Service, Claim, Forecasting, Leadership, Strategy, Integration, Management, Training, Finance, Call Centers, Budgets, CRM, Quality Assurance, Analysis, Program Management, Marketing

Education
University of Phoenix   2008 — 2012
Bachelor's degree, Finance, General

Sean Sheffer Sean Sheffer Philadelphia, Pennsylvania Details
Sean Sheffer's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Pennsylvania The Wharton School
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   June 2014 - August 2014
Vitalico LLC   July 2012 - December 2012
InsureMonkey.com  July 2011 - October 2012
Health Occupations Students of America   June 2010 - June 2012

Skills
Public Speaking, Microsoft Office, Community Outreach, Non-profits, PowerPoint, Microsoft Excel, Computer Science, Marketing

Education
University of Pennsylvania   2010 — 2015
Minor in Computer Science, Computer Science

University of Pennsylvania - The Wharton School   2010 — 2015
Bachelor of Science, Marketing and Operations Management

University of Pennsylvania   2010 — 2015
Bachelor's of Science, Healthcare Management and Policy

Rancho High School   2006 — 2010
Magnet School

Jane Kim Jane Kim New York, New York Details
Jane Kim's Bank of America Merrill Lynch Experience August 2012 - November 2013
Job Research Associate at Shenkman Capital Management
Industry Investment Banking
Experience
Shenkman Capital Management  December 2013 - Present
Bank of America Merrill Lynch   August 2012 - November 2013
Bank of America Merrill Lynch   June 2011 - August 2011

Skills
Investment Banking, Financial Modeling, Valuation, Leveraged Finance, Bloomberg, Private Equity

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (B.S.), Finance, Operations & Information Management, Music

Anthony Griffith Anthony Griffith Greater Philadelphia Area Details
Anthony Griffith's Bank of America Merrill Lynch Experience February 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2011 - Present
Phoenix Capital Partners LLP   June 2000 - February 2011

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA

Williams College   1980 — 1984
BA, Economics

Richard W. Swift Richard W. Swift Greater New York City Area Details
Richard W. Swift's Bank of America Merrill Lynch Experience January 2009 - August 2010
Job Investment Banking Professional
Industry Investment Banking
Experience
Private Consulting Firm  February 2012 - Present
Bank of America Merrill Lynch   January 2009 - August 2010
Banc of America Securities LLC  May 2006 - December 2009
Morgan Stanley  May 1986 - February 2006

Skills
Equities, Fixed Income, Management, Telecommunications, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds

Education
Wharton School, University of Pennsylvania   1975 — 1977
MBA, Finance

Yale University   1971 — 1975
BA, Economics

Garrett Carpenter Garrett Carpenter Greater New York City Area Details
Garrett Carpenter's Bank of America Merrill Lynch Experience July 2011 - June 2015
Job Managing Director, Leveraged Finance Capital Markets at Nomura
Industry Financial Services
Experience
Nomura  September 2015 - Present
Bank of America Merrill Lynch   July 2011 - June 2015
Bank of America Merrill Lynch   August 2002 - June 2011

Education
University of Pennsylvania - The Wharton School   2000 — 2002
Master of Business Administration (M.B.A.), Finance

Lee Shavel Lee Shavel Greater New York City Area Details
Lee Shavel's Bank of America Merrill Lynch Experience June 1993 - May 2011
Job CFO & EVP, Corporate Strategy at Nasdaq
Industry Financial Services
Experience
NASDAQ OMX  May 2011 - Present
Bank of America Merrill Lynch   June 1993 - May 2011
Citicorp  September 1989 - June 1993

Skills
Investor Relations, Capital Markets, Equities, Series 24, IPO, Treasury, Risk Management, Mergers, Strategic Planning

Education
University of Pennsylvania   1985 — 1989
BA, English

University of Pennsylvania - The Wharton School   1985 — 1989
BS, Economics

Shelina Khanna Shelina Khanna Greater New York City Area Details
Shelina Khanna's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2014 - August 2014
Union National Bank  July 2013 - August 2013
Alpen Capital   May 2013 - June 2013

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Candidate for BSc. Economics, Finance

Dubai Modern High School
Indian School Certificate (ISC), Class of 2011, Business and Accounting

Richard Rosenthal Richard Rosenthal Greater New York City Area Details
Richard Rosenthal's Bank of America Merrill Lynch Experience April 2010 - August 2014
Job Director Financial & Regulatory Reporting at TD Securities
Industry Financial Services
Experience
TD Securities  August 2014 - Present
Bank of America Merrill Lynch   April 2010 - August 2014
Fortis Securities LLC   October 2006 - April 2010
Merrill Lynch & Co  April 1986 - October 2006
Deloitte Haskins & Sells  September 1981 - April 1986

Education
University of Pennsylvania - The Wharton School   1976 — 1981
Accelerated MBA program, yielding BS and MBA in five years, Graduate - Corporate Finance & Investments, Undergrad - Accounting

Toni M. Dotson Toni M. Dotson Columbus, Ohio Area Details
Toni M. Dotson's Bank of America Merrill Lynch Experience July 2007 - May 2010
Job Financial Planning, Investments, Insurance, Consultant
Industry Investment Management
Experience
Raymond James Financial, Inc.   August 2013 - Present
Peoples Bank  August 2013 - Present
JPMorgan Chase & Co.   March 2010 - December 2011
Bank of America Merrill Lynch   July 2007 - May 2010

Skills
Management, Leadership

Education
The Ohio State University
Financial Planning and Services

University of Pennsylvania - The Wharton School
Financial Planning and Services

Loli Wu Loli Wu Greater New York City Area Details
Loli Wu's Bank of America Merrill Lynch Experience October 2009 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   October 2009 - Present
Citigroup  July 1997 - August 2009

Skills
Capital Markets, Corporate Finance, Investment Banking, Private Equity, Valuation

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

Yale University   1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies

Juan Sevi Juan Sevi Philadelphia, Pennsylvania Details
Juan Sevi's Bank of America Merrill Lynch Experience May 2015 - August 2015
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
Bank of America Merrill Lynch   May 2015 - August 2015
Banchile   May 2014 - August 2014

Skills
Social Media Marketing, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Research, Microsoft Word, Teamwork, Data Analysis, Leadership

Education
Wharton School, University of Pennsylvania   2012 — 2016

International School Nido de Aguilas   1997 — 2012

Sarah Motta Sarah Motta United States Details
Sarah Motta's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job
Industry
Experience
Deutsche Bank  July 2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word

Education
University of Pennsylvania   2012 — 2014
Bachelor of Arts (B.A.), Economics

Amala Krishnan Amala Krishnan New York, New York Details
Amala Krishnan's Bank of America Merrill Lynch Experience 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2015 - Present
Bank of America Merrill Lynch   June 2014 - August 2014
Fredericks Michael & Co.   June 2013 - August 2013
Ernst & Young  June 2012 - August 2012

Skills
Corporate Finance, Finance, Bloomberg Terminal, Financial Modeling, Valuation, Financial Analysis, Equities, Investment Banking, Social Media, Teamwork

Education
Wharton School, University of Pennsylvania   2012 — 2015
Bachelor of Science (B.S.), Finance and Statistics

New York University, Stern School of Business   2011 — 2012
Bachelor of Science (B.S.)

Robert Gabriele Robert Gabriele New York, New York Details
Robert Gabriele's Bank of America Merrill Lynch Experience 2004 - 2014
Job Director, US Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA  January 2015 - Present
Bank of America Merrill Lynch   2004 - 2014
Sanford C. Bernstein  2003 - 2004
Credit Suisse  2000 - 2002
Wasserstein Perella  1999 - 1999
Andersen Consulting  1995 - 1998

Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management

Education
University of Pennsylvania - The Wharton School   1998 — 2000
Master of Business Administration (M.B.A.), Finance

Yale University   1991 — 1995
Bachelor’s Degree, Economics and International Studies