Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch 2010-2011 Division A2 Area Governor
Toastmasters District 31 2010 - Present
Education
University of Phoenix
Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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