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
Kevin F. Saxon Kevin F. Saxon Charlotte, North Carolina Details
Kevin F. Saxon's Bank of America Merrill Lynch Experience January 2015 - Present
Job Municipal Credit Analyst, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 2015 - Present
Cline Financial Group, LLC   August 2013 - January 2015
Leonhard Ventures   May 2012 - January 2013

Skills
Teamwork, Business Development, Microsoft Excel, Financial Analysis, Entrepreneurship, Market Research, Public Speaking, Financial Modeling, Spanish, Finance, Research, Leadership, Microsoft Office

Education
University of Pittsburgh   2010 — 2014
Bachelor of Science (B.S.), Finance, Economics

Sumin Im Sumin Im Washington, District Of Columbia Details
Sumin Im's Bank of America Merrill Lynch Experience August 2014 - July 2015
Job
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - July 2015
Bank of America Merrill Lynch   July 2010 - August 2014

Skills
Passed all sections of...

Education
Sookmyung Women's University   2006 — 2010
English Language and Literature, Political Science, Bachelor of Arts (B.A.)

University of South Carolina-Columbia   2009 — 2010
International Relations, Political Science, Study Abroad Program

Alec Meeker Alec Meeker Erie, Pennsylvania Details
Alec Meeker's Bank of America Merrill Lynch Experience January 2014 - April 2014
Job Investment Analyst at Erie Insurance
Industry Financial Services
Experience
Erie Insurance Group  February 2014 - Present
Bank of America Merrill Lynch   January 2014 - April 2014
BNY Mellon  March 2013 - December 2013
Erie Sports Commission   May 2012 - August 2012
Erie Bayhawks - NBA Development League   December 2010 - June 2011

Skills
Analytics, Management, Team Leadership, Communication, Public Speaking, Team-oriented, Business Development, Training, Accounting, Data Analysis, Research, Teamwork

Education
University of Pittsburgh   2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting/ Finance, Sophomore

Alex Wolfe Alex Wolfe Charlotte, North Carolina Details
Alex Wolfe's Bank of America Merrill Lynch Experience March 2011 - Present
Job Equity Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 2011 - Present
First Citizens Bank & Trust of South Carolina   July 2010 - March 2011
First Citizens Bank & Trust of South Carolina   May 2009 - August 2009

Education
University of South Carolina - Darla Moore School of Business   2006 — 2010
Finance, Corporate Finance

Manuel M. Perdomo Manuel M. Perdomo Miami, Florida Details
Manuel M. Perdomo's Bank of America Merrill Lynch Experience January 2007 - October 2012
Job Credit Risk Manager
Industry Banking
Experience
SunTrust Bank  April 2014 - Present
Bank of America  May 2012 - May 2013
Bank of America Merrill Lynch   January 2007 - October 2012
Bank of America  January 2005 - January 2007
Bank of America  April 2000 - December 2004
Universal Trading & Engineering Co.   August 1998 - March 2000
SunTrust Bank  December 1994 - August 1998
SunTrust Bank  September 1986 - December 1994
Old Florida National Bank  January 1984 - August 1986
Coral Gables Federal Savings & Loans   May 1983 - December 1983

Skills
Fluent in English,..., SEC Licenses - Series..., Spanish, Credit, Licensing, Credit Analysis, Treasury Management, Cash Management, Underwriting, Commercial Banking, Mergers & Acquisitions, Financial Risk, Trade Finance, Finance, Banking, Commercial Lending, Credit Risk, Asset Based Lending, Financial Structuring, Capital Markets, Structured Finance, Loans, Relationship Management, Financial Services, Treasury Services, Financial Institutions, Investment Banking, Payments, Private Banking, Corporate Finance, Fixed Income, Liquidity Management, Operational Risk..., Funding, Strategy, Treasury, Equities, Operational Risk, Derivatives, Financial Markets, AML, Retail Banking, Loan Origination, Credit Cards

Education
University of South Florida - College of Business Administration   1978 — 1983
MBA, International Finance

Thomas Cotter Thomas Cotter San Diego, California Details
Thomas Cotter's Bank of America Merrill Lynch Experience June 2014 - August 2014
Job Honors Student at University of San Diego
Industry Investment Management
Experience
Sempra Energy  June 2015 - August 2015
Bank of America Merrill Lynch   June 2014 - August 2014

Skills
Financial Modeling, Investment Banking, Financial Analysis, Public Speaking, Investments, Team Leadership, Tenacious Work Ethic, Mergers & Acquisitions, Corporate Finance, Return on Investment

Education
University of San Diego   2012 — 2016
Bachelor of Business Administration (BBA) (In Progress), Finance & Marketing; Minor in Spanish, Junior

University of San Diego

Trudy Mata Trudy Mata Greater Pittsburgh Area Details
Trudy Mata's Bank of America Merrill Lynch Experience May 2004 - May 2011
Job Vendor Management Team Leader Mortgage Connect LP
Industry Professional Training & Coaching
Experience
Mortgage Connect, LP  June 2015 - Present
Bank of America  June 2011 - November 2014
Bank of America Merrill Lynch   May 2004 - May 2011

Skills
Credit, Mortgage Lending, Banking, Loans, Retail Banking, Relationship Management, Risk Management, Call Centers, Credit Risk, Coaching, Mortgage Banking, Training, Loan Origination, Mortgage Servicing, Loan Servicing, Consumer Lending, Customer Service, Microsoft Office, Process Improvement, Credit Analysis, Residential Mortgages, Microsoft Word, Leadership, Customer Satisfaction, Team Building

Education
University of Pittsburgh   1985 — 1991
Masters of Arts and Sciences, Rhetoric and Communication

Daniel Liffman Daniel Liffman Greater Philadelphia Area Details
Daniel Liffman's Bank of America Merrill Lynch Experience June 2012 - Present
Job Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2012 - Present
CoreStates Capital Advisors, LLC   June 2011 - August 2011
State Farm Insurance  June 2011 - August 2011

Skills
Microsoft Office, Financial Analysis, Market Analysis, Equity Research, Financial Services, Portfolio Management, Asset Allocation, Client Relations Skills, Securities

Education
University of Pittsburgh   2008 — 2012
BS, Finance

Grant Garcia Grant Garcia New York, New York Details
Grant Garcia's Bank of America Merrill Lynch Experience February 2010 - June 2011
Job Securitized Products Sales at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  June 2011 - Present
Bank of America Merrill Lynch   February 2010 - June 2011
Matrix Capital Markets Group  May 2008 - August 2008

Education
University of Richmond - Robins School of Business   2007 — 2009
MBA, Finance

University of Richmond - Robins School of Business   2002 — 2006
BS, Business Administration

Cynthia Cerbone Cynthia Cerbone Mahopac, New York Details
Cynthia Cerbone's Bank of America Merrill Lynch Experience May 2015 - Present
Job Analyst at Bank Of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
Bank of America Merrill Lynch   November 2013 - May 2015
New York Power Authority  May 2011 - August 2012
Internal Revenue Service  January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, SAP

Education
University of Rhode Island - College of Business Administration   2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.44

Darius Johnson Darius Johnson Richmond, Virginia Details
Darius Johnson's Bank of America Merrill Lynch Experience May 2015 - Present
Job SVP, Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   May 2015 - Present
Premier Bank  November 2005 - April 2015
Bank of America  August 2001 - November 2005

Education
University of Richmond   1999 — 2000
Master of Business Administration (M.B.A.), Finance, General

University of Virginia   1993 — 1997
Bachelor of Arts (B.A.), Psychology

Florette Lauer Florette Lauer Greater Los Angeles Area Details
Florette Lauer's Bank of America Merrill Lynch Experience December 1990 - July 2014
Job Quality Control Specialist, CDCS at MUFG Union Bank NA
Industry Banking
Experience
MUFG Union Bank NA  October 2014 - Present
Bank of America Merrill Lynch   December 1990 - July 2014
Bank of California  March 1984 - November 1990
Security Pacific National Bank  April 1981 - March 1984

Skills
Import/Export Letters..., Customer Service, Performance Management, Trade Finance, Workforce Planning, Employee Engagement, Microsoft Office, Project Management, Windows, Microsoft Excel, Succession Planning, Event Planning, Coaching, Management, Risk Management, Training, Banking, Sales, Business Analysis, Strategic Planning, Credit, Financial Analysis, Project Planning, Loans

Education
University of Santo Tomas   1971 — 1977
Bachelor of Arts (B.A.), Mass Communications

Johnny Vuong, CISA, CIDA Johnny Vuong, CISA, CIDA New York, New York Details
Johnny Vuong, CISA, CIDA's Bank of America Merrill Lynch Experience June 2013 - Present
Job Vice President, Business Control Global Markets Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2013 - Present
PwC  October 2012 - June 2013
Societe Generale Energy (acquired by J. Aron & Company)   August 2011 - May 2012
RBS Sempra Commodities (acquired by Societe Generale)   June 2008 - August 2011
Sempra Energy  October 2005 - June 2008
Ernst & Young  August 2004 - October 2005
Union Bank of California  July 2002 - July 2004

Skills
Risk, Energy, SOX, Audit, Risk Management, Process Improvement, Compliance, Commodities, Internal Controls, Accounting, Auditing, Trading, IT Governance, Banking, Change Management, Internal Audit, Information Security..., Trading Systems, Operational Risk, Operational Risk..., Technology Evaluation, Business Advisory, SOX 404, SOX Compliancy, COBIT, COSO, COSO Framework, COSO ERM, Auditing Standards, IT Audit, Security Audits, AML, FERC, ITIL, PCI DSS, Basel II, ITGC, Infrastructure, Windows, Unix, Oracle RDBMS, Microsoft SQL Server, SAP ERP, Proprietary Software, Proprietary Systems, Sarbanes-Oxley Act, SAS70, Commodity, Financial Risk, Commodity Markets

Education
University of San Diego   2000 — 2004
Bachelor of Accountancy, Information Systems/Technology Combination (Presidential Scholar)

Michael Argiro Michael Argiro Greater New York City Area Details
Michael Argiro's Bank of America Merrill Lynch Experience October 2012 - Present
Job GWIM Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2012 - Present
Vision Property Management  May 2011 - August 2012
Vision Property Management  October 2010 - December 2010
Hilton Head Rent Direct   May 2010 - September 2010
The Home Depot  March 2008 - August 2009

Skills
Inventory Management, Customer Service, Word, PowerPoint, Quickbooks, Microsoft Office, Excel, Contract Negotiation, Event Planning, Organizational..., Property Tax, Property Management, Analysis, Organizing

Education
University of South Carolina - The Moore School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3

University Autonama de Barcelona   2011 — 2011
Spanish, Mediterranean History

Hunterdon Central Regional High School   2004 — 2008

Matthew Bledsoe Matthew Bledsoe Concord, North Carolina Details
Matthew Bledsoe's Bank of America Merrill Lynch Experience October 2007 - Present
Job Compensation Consultant at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   October 2007 - Present
Bank of America Merrill Lynch   February 2006 - October 2007
Lowe's Companies, Inc.   August 2004 - February 2006
Lowe's Companies, Inc.   November 2003 - August 2004
Coca-Cola Bottling Co. Consolidated  May 2003 - November 2003

Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Project Management, Change Management, Business Analysis, Strategic Planning, Microsoft Word, PowerPoint

Education
University of South Carolina - The Moore School of Business
Master of Human Resources

University of South Carolina Upstate
Bachelor of Science, Business Administration; Economics and Finance

Crystal Pruneda Crystal Pruneda Tampa/St. Petersburg, Florida Area Details
Crystal Pruneda's Bank of America Merrill Lynch Experience June 2014 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2014 - Present
State of Florida  October 2012 - May 2014
Hillsborough County  September 2006 - October 2012
Hillsborough County  March 2005 - September 2006
Hillsborough County  November 2002 - March 2005

Skills
Accounts Payable, Customer Service, Budgets, Administration, Account Reconciliation, Human Resources, Finance, Managerial Finance, Government Purchasing, Bilingual-Spanish, Government, Leadership, Financial Reporting, Financial Accounting, Financial Audits, Financial Analysis, General Ledger, Financial Statements, US GAAP, Accounts Receivable, Strategic Planning

Education
University of South Florida   2010 — 2014
Bachelor of Science (BS), Finance, General

University of South Florida   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Hillsborough Community College   2007 — 2010
Associate in General Business, General Business

Jose Agustin Alvarez Jose Agustin Alvarez Tampa/St. Petersburg, Florida Area Details
Jose Agustin Alvarez's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bloomberg LP  August 2014 - May 2015
Wall Street Oasis  November 2013 - May 2014
Barclays  March 2014 - March 2014
Venezolano de Crédito  June 2013 - August 2013
Linio Venezuela   July 2012 - August 2012
Cines Unidos  July 2012 - July 2012

Skills
English, Team Leadership, French, Spanish, Public Speaking, Customer Service, Teamwork, Team Building, Research, Event Planning, Event Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership

Education
University of South Florida   2013 — 2017
Finance, 3.94 GPA

Florence University of The Arts   2014 — 2014
Study Abroad Program

ILCF-Université Catholique de Lyon   2012 — 2013
French Studies

Instituto Cumbres de Caracas   2001 — 2012
High School Diploma

Laura Gauger, MBA Laura Gauger, MBA Greater Pittsburgh Area Details
Laura Gauger, MBA's Bank of America Merrill Lynch Experience June 2015 - Present
Job Sales Associate at Bank of America
Industry Financial Services
Experience
Bank of America Merrill lynch   June 2015 - Present
McKinley Carter Wealth Services  January 2014 - June 2015
BNY Mellon  August 2010 - January 2014
PNC  October 2009 - August 2010
PNC  2007 - 2010

Skills
Securities, Cash Management, Portfolio Management, Mutual Funds, Credit Analysis, Treasury Services, Asset Allocation, Strategic Financial..., Risk Management, Financial Modeling, Finance, Investment Strategies, Bloomberg, Valuation, Corporate Finance, Treasury Management, Banking, Commercial Lending, Retirement Planning, Capital Markets, Analysis, Mergers & Acquisitions, Payments, AML, Cross Selling, Lines Of Credit, Due Diligence, Accounting, Management, Sales, Investment Banking, ACH, Wire, Lockbox, Sweep Accounts, Branch Management, Teller Operations, Retail Banking, Commercial Banking, MBA, Series 65, Financial Services, Investments, Customer Service, Leadership, Loans, Financial Analysis, Financial Planning

Education
Point Park University
MBA

University of Pittsburgh
Economics

North Allegheny Highschool

Carter Goman Carter Goman Greater New York City Area Details
Carter Goman's Bank of America Merrill Lynch Experience July 2014 - July 2015
Job Corporate Debt Origination Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  July 2015 - Present
Bank of America Merrill Lynch   July 2014 - July 2015
South Carolina Department of Commerce  May 2013 - August 2013
South Carolina Office of the Governor   September 2012 - May 2013
South Carolina Manufacturers Alliance   February 2012 - May 2012

Skills
Spanish, Economics, Data Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Financial Statement..., Banking

Education
University of South Carolina - The Moore School of Business   2010 — 2014
Bachelor of Science, International Business, Finance, Economics, Spanish (minor)

Centro Internacional de Español, Universidad de Deusto   2012 — 2012
Spanish Language and Culture

Simsbury High School   2006 — 2010

Gaurav Gujare Gaurav Gujare New York, New York Details
Gaurav Gujare's Bank of America Merrill Lynch Experience January 2015 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   January 2015 - Present
J.P. Morgan   October 2012 - December 2014
UBS Wealth Management  April 2012 - July 2012
Avaya  July 2011 - September 2011
Nomura  September 2008 - August 2010
Lehman Brothers  March 2008 - September 2008
Syntel  December 2005 - March 2008

Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Capital Markets, Derivatives, Financial Analysis, Corporate Development, Quantitative Analytics, Bloomberg, Thomson One, Capital IQ, Statistical Modeling, Monte Carlo Simulation, R, CART, VBA, Databases, SQL, SDLC, Software Development, DCF, Business Valuation, Java, Strategy, Sybase, Equity Research, Analytics

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2010 — 2012
MBA, Finance, Corporate Accounting and Strategy

VESIT, University of Mumbai   2001 — 2005
BS, Computer Engineering

V.G.Vaze, University of Mumbai   1999 — 2001
HSC, Science

Jason W. Pfeffer, MBA, CLTC Jason W. Pfeffer, MBA, CLTC Tampa/St. Petersburg, Florida Area Details
Jason W. Pfeffer, MBA, CLTC's Bank of America Merrill Lynch Experience September 2011 - Present
Job Vice President; Business Banking Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2011 - Present
MetLife Financial Services  June 2007 - September 2011
Bank of America  February 2002 - June 2007

Skills
Executive Benefit..., Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long Term Care Insurance, IRAs, Variable Products, Term Life Insurance, 401k Rollovers, Long-term Care, Insurance, Variable Annuities, Series 6, Series 7, Roth IRA, Mutual Funds, Wealth Accumulation, Series 63, Commercial Banking, Commercial Lending, SBA, SBA 504, Commercial Insurance, Commercial Real Estate, Banking, Investment Banking, Private Banking, Estate Planning, Small Business Lending, Asset Based Lending, Securities Lending, Finance, Uniform Combined State..., Financial Services, Wealth Management, Portfolio Management, Treasury Management, Series 65, Lines Of Credit, Mortgage Lending

Education
University of Phoenix   2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance

University of South Florida
Bachelor of Science (B.S.), Finance

Christopher Sheehan Christopher Sheehan Charlotte, North Carolina Details
Christopher Sheehan's Bank of America Merrill Lynch Experience June 2015 - Present
Job Syndicated Debt Capital Markets Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America Merrill Lynch   August 2014 - Present
Bank of America Merrill Lynch   June 2011 - July 2014
Round Table Investment Management   May 2010 - August 2010

Education
University of South Carolina - The Moore School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance, General

GENEVIEVE SALTER GENEVIEVE SALTER Greater Los Angeles Area Details
GENEVIEVE SALTER's Bank of America Merrill Lynch Experience 2008 - 2012
Job Sales and Marketing
Industry Marketing and Advertising
Experience
Flintridge Insurance Services   2013 - Present
Bank of America Merrill Lynch   2008 - 2012
James Perse Ent., Inc.   October 2006 - July 2008
NBC  2007 - 2008
ESPN  August 2007 - August 2007
Orange Bowl Committee  January 2006 - January 2007
CSTV  May 2006 - September 2006

Education
University of San Diego   2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies

Oaks

Walter Billia Walter Billia Greater Philadelphia Area Details
Walter Billia's Bank of America Merrill Lynch Experience 2013 - 2015
Job Business Systems Analyst / Project Manager
Industry Information Technology and Services
Experience
American Resources & Development Corp.   January 2009 - Present
Bank of America Merrill Lynch   2013 - 2015
Pershing, a BNY Mellon company  2012 - 2013
CIGNA Group Insurance  September 2011 - February 2012
Merrill Lynch & Co.   October 2006 - October 2008
Keystone Financial Services, Inc.   November 2004 - July 2007
CIGNA Corporation  July 2005 - October 2006
ACE Insurance Company of North America   June 2004 - October 2004
TransUnion Mortgage Services, Inc.   January 2004 - March 2004
Keystone Financial Services, Inc.   January 2002 - January 2004

Skills
Requirements Gathering, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Process Improvement, SQL, Integration, Business Analysis, Visio, Business Requirements, Vendor Management, Systems Analysis, Waterfall, Functional..., Software Documentation, Gap Analysis, Business Process, Software Project..., Databases, Project Management, PMO, DB2, Quality Assurance, Software Development, XML, Microsoft SQL Server, SOA, Enterprise Architecture, Agile Methodologies

Education
University of Richmond
Bachelor of Arts, Journalism

Ann E. Studer-Doyle Ann E. Studer-Doyle Sarasota, Florida Details
Ann E. Studer-Doyle's Bank of America Merrill Lynch Experience April 2009 - Present
Job CRPC® , Financial Solutions Advisor, VicePresident at Bank of America Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch  October 2011 - Present
Bank of America Merrill Lynch   April 2009 - Present
Bank of America  April 2009 - February 2011
Dunescapes Inc.   January 2001 - December 2009

Skills
Uniform Combined State..., Investments, Series 7, Series 63, Series 66, CRPC®, Wealth Management..., Wealth Management, Asset Allocation, ETFs, Mutual Funds, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Retirement, Financial Advisory, IRAs, 401k Rollovers, Series 65

Education
University of South Florida   1978 — 1982
Bachelor's degree, Political Science and Government

Florida State College at Jacksonville   2007 — 2009
Completed CFP® Educational Requirement, Financial Planning and Services

University of South Florida   1978 — 1982
Bachelor's degree, Political Science and Government

Robert DiBella Robert DiBella Greater New York City Area Details
Robert DiBella's Bank of America Merrill Lynch Experience June 2015 - August 2015
Job Summer Analyst, Equity Asset Management Middle Office at Bank of America Merrill Lynch
Industry Financial Services
Experience
University of Scranton  August 2012 - Present
DiBella Snowplowing   December 2008 - Present
Bank of America Merrill Lynch   June 2015 - August 2015
Epiq Bankruptcy Solutions   June 2014 - August 2014
Office of Mayor Michael R. Bloomberg  June 2013 - August 2013

Education
University of Scranton   2012 — 2016
Bachelor of Science (B.Sc.), Finance, 3.92

Saint Joseph Regional High School   2008 — 2012
Diploma

Ningxue Jiang Ningxue Jiang New York, New York Details
Ningxue Jiang's Bank of America Merrill Lynch Experience June 2015 - Present
Job Liquidity Analyst, GTS at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America Merrill Lynch   July 2014 - May 2015
PwC  July 2013 - August 2013
Bitnetix   March 2013 - May 2013
CITIC Securities  July 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Stata, C Language, Bloomberg Terminal, PowerPoint, Statistics, Event Planning, Financial Modeling

Education
University of Rochester   2010 — 2014
Bachelor of Science (BS), Bachelor of Arts (BA), Mathematics, Economics

St. Johnsbury Academy   2008 — 2010

Ana C. Telleria Ana C. Telleria Tampa, Florida Details
Ana C. Telleria's Bank of America Merrill Lynch Experience May 2015 - May 2015
Job Student at University of South Florida
Industry Investment Banking
Experience
Wells Fargo  August 2015 - Present
Entrepreneurship Club at USF   April 2015 - Present
Legacy Peak, LLC   February 2015 - Present
El Pajarito & El Toripollo   March 2014 - Present
Bank of America Merrill Lynch   May 2015 - May 2015
USF Muma College of Business Elevator Competition   March 2015 - April 2015
L&J Holdings  February 2015 - March 2015
Beta Capital Management  June 2014 - June 2014

Skills
Graphic Design, Video Editing, Photoshop, Digital Photography, Photography, Business, Business Planning, Finance, Social Media Marketing, Online Advertising, Mobile Applications, Mobile Application..., Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Microsoft Excel, Teamwork, Leadership, Public Speaking, Customer Service, Management, Time Management, Social Networking

Education
University of South Florida   2014 — 2018
Bachelor of Business Administration (BBA), Accounting and Finance

Steven Iozzia Steven Iozzia Greater New York City Area Details
Steven Iozzia's Bank of America Merrill Lynch Experience May 2013 - August 2013
Job Associate at Sabre Real Estate Group
Industry Commercial Real Estate
Experience
Sabre Real Estate Group  August 2014 - Present
Bank of America-Merrill Lynch  May 2013 - August 2013
CoreMark Group   May 2012 - August 2012
McNerney & Associates Inc   May 2011 - August 2011

Skills
PowerPoint, Investments, Investment Properties, Leadership, Time Management, Real Estate Development, Microsoft Word, Financial Modeling, Marketing, Financial Analysis, Brokerage, Microsoft Office

Education
University of Rhode Island   2010 — 2014

University of Rhode Island
Bachelor of Science in Finance

Dana Jeffers Dana Jeffers Columbia, South Carolina Area Details
Dana Jeffers's Bank of America Merrill Lynch Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Carolina Finance and Investment Association   May 2015 - Present
Citi  January 2015 - Present
Barclays  June 2015 - August 2015
Bank of Tokyo-Mitsubishi UFJ  May 2015 - May 2015
Carolina Finance & Investment Association   September 2014 - May 2015
Wall Street Prep  January 2015 - January 2015
Above Grade Level  August 2014 - December 2014
Wall Street Prep  October 2014 - October 2014
The Pitch Deck   September 2014 - October 2014
Bank of America Merrill Lynch   May 2014 - August 2014

Skills
InDesign, Microsoft Office, Photoshop, Bloomberg Terminal, Fixed Income Analysis, Financial Modeling, DCF Valuation, Financial Statement...

Education
University of South Carolina - Darla Moore School of Business   2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance

CEA Study Abroad   2014 — 2014
Spanish

Open Door   2014 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance, Online course introducing & training candidates for a career in finance

Neshaminy High School   2008 — 2012
High School Diploma

Christopher S. Fils, AAMS® CRPC® Christopher S. Fils, AAMS® CRPC® New York, New York Details
Christopher S. Fils, AAMS® CRPC®'s Bank of America Merrill Lynch Experience 2009 - 2011
Job Vice PresidentRegional External Wholesaler Preferred Investment Specialist
Industry Investment Management
Experience
Merrill Lynch  May 2015 - Present
Merrill Lynch  2013 - May 2015
Northwestern Mutual  2011 - June 2013
Bank of America Merrill Lynch   2009 - 2011
USAA  January 2009 - January 2010
Best Buy  May 2005 - June 2009
Enterprise Rent-A-Car  October 2008 - January 2009

Skills
Leadership Development, Business Management, Strategic Financial..., Financial Risk, Credit Analysis, Business Strategy, Company Presentations, Finance, Business Planning, Retirement Planning, Risk Management, Insurance, Portfolio Management, Leadership, Financial Analysis, Account Management, Asset Managment, Asset Management, Business Development, Banking, Coaching, Credit, Customer Retention, Customer Service, Executive Management, Entrepreneurship, Financial Advisory, Financial Services, Loans, Investments, Management, Market Research, Marketing, Mergers & Acquisitions, Microsoft Word, Mortgage Lending, Mutual Funds, Process Improvement, Project Planning, Relationship Management, Sales, Sales Management, Small Business, Strategic Planning, Strategy, Training, Underwriting, Vendor Management, Wealth Management, Analysis

Education
Saint Leo University   2014 — 2016
MBA, Finance/Economics

Association of Corporate Growth   2014 — 2014

New Leaders Council   2014 — 2014
Finance Chair, New Leaders Council Fellow and Board Member Tampa Bay

University of South Florida   2005 — 2008
B.S., Finance

FMHS   2001 — 2005
IB Program, Accounting

College for Financial Planning
AAMS, Asset Management

Katie Manion Miller Katie Manion Miller Chicago, Illinois Details
Katie Manion Miller's Bank of America Merrill Lynch Experience November 2006 - April 2011
Job Client Service Associate at Zacks Investment Management
Industry Retail
Experience
Zacks Investment Management  June 2015 - Present
Miller Vintage Chicago   March 2014 - Present
Chicago Architecture Foundation  May 2012 - March 2014
SOS Children's Villages Illinois  April 2011 - November 2011
Bank of America Merrill Lynch   November 2006 - April 2011
Magnetar Capital  April 2005 - November 2006
Jackson Hole Community Counseling Center   1999 - 2004

Skills
Event Planning, Non-profits, Fundraising, Grant Writing, Community Outreach, Research, Nonprofits, Strategic Planning, Project Planning, Volunteer Management, Public Relations, Marketing, Event Management

Education
University of South Carolina-Columbia   1995 — 1999
BA, Psychology

Glenbrook North High School

Shawna Such Shawna Such Greater San Diego Area Details
Shawna Such's Bank of America Merrill Lynch Experience September 1997 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 1997 - Present

Skills
Certified Financial..., Retirement Planning, Wealth Management, Asset Allocation

Education
University of San Diego   1990 — 1994
Bachelors, Business Administration

Ben Arkush Ben Arkush Greater New York City Area Details
Ben Arkush's Bank of America Merrill Lynch Experience January 2013 - Present
Job Assistant Vice President, Global Markets Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   January 2013 - Present
Bank of America Merrill Lynch   March 2011 - January 2013
Westinghouse Electric Company  August 2010 - December 2010
Provident Group  May 2010 - August 2010

Skills
Risk Management, Process Improvement, Six Sigma, Financial Risk, Financial Modeling, Financial Analysis, Valuation, Project Management, Business Process..., Management

Education
University of South Carolina - Darla Moore School of Business   2006 — 2010
BSBA, Finance, Global Supply Chain & Operations Management

Parsippany Hills High School   2002 — 2006

Leslie Pack Leslie Pack United States Details
Leslie Pack's Bank of America Merrill Lynch Experience 2006 - 2010
Job Director Healthcare Banking at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  2015 - Present
Regions Financial Corporation  2014 - 2015
Asurion  2012 - 2014
Citigroup  2010 - 2012
Bank of America Merrill Lynch   2006 - 2010

Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Private Equity, Corporate Finance, Equities, Due Diligence, Bloomberg, Hedge Funds, Mergers, Fixed Income, Investments, LBO, Cash Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Banking, Risk Management, Credit, Asset Management, Finance, Venture Capital, Analysis, Business Valuation, Corporate Development, M&A experience, Securities, Strategic Financial..., Equity Research, Investor Relations, Leveraged Finance, Structured Finance, Financial Structuring, DCF, Alternative Investments, Strategy, Acquisitions, SEC filings, Credit Analysis, Executive Management, Project Finance, Acquisition Integration, Wealth Management, Restructuring, Emerging Markets, Derivatives, IPO

Education
Wake Forest University
MBA, Corporate Finance and Investment Banking

University of Richmond
BSBA, Accounting

Anton Velarde Anton Velarde Greater New York City Area Details
Anton Velarde's Bank of America Merrill Lynch Experience April 2010 - February 2013
Job Vice President; Small Business Banker
Industry Financial Services
Experience
Capital One  February 2013 - Present
Bank of America Merrill Lynch   April 2010 - February 2013
Windhover Office   February 2009 - May 2010
Summit Medical  June 2007 - September 2009

Skills
Relationship Management, Private Banking, Small Business, Small Business Lending, Business Relationship..., New Business Development, International..., International Business..., International Real..., Marketing

Education
University of Scranton   2008 — 2012
International Business, Business/Finance

Carolyn Thomas Carolyn Thomas Charlotte, North Carolina Area Details
Carolyn Thomas's Bank of America Merrill Lynch Experience January 2008 - Present
Job Product Developer at Bank of America
Industry Banking
Experience
DeVry University  April 2009 - Present
Bank of America Merrill Lynch   January 2008 - Present
Bank of America  June 2007 - January 2008
Bank of America  September 2003 - June 2007
TIAA-CREF  March 2003 - September 2003
Wachovia  2002 - 2003
Fidelity Inc (Formerly Webtone Technologies)   January 2000 - January 2002
Robbins Gioia (Formerly Parks and Company)   January 2000 - November 2000
Modis Inc (Formerly Computer Consulting Group)   January 1998 - January 2000
Safety Kleen Corporation  January 1995 - January 1998

Skills
Business Analysis, SDLC, Quality Assurance, Software Documentation, Integration, Testing, Analysis

Education
University of South Carolina-Columbia
B.S., Statistics/Marketing

Webster University
MBA

Larry J. Schmill Larry J. Schmill Greater Los Angeles Area Details
Larry J. Schmill's Bank of America Merrill Lynch Experience July 2013 - Present
Job Investment Banking Associate at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2013 - Present
Bank of America Merrill Lynch   June 2012 - August 2012
United States Marine Corps  August 2002 - July 2012

Skills
Teamwork, Risk Management, Investments, Portfolio Management, Military, Investment Banking, Financial Modeling, Leadership, Strategic Planning, Program Management, Business Development, Strategy, Government, Management, Business Strategy, Corporate Finance, Analysis, Finance, Due Diligence, Capital Markets, Financial Analysis, Valuation, Banking, Mergers & Acquisitions, Hedge Funds, Private Equity, Management Consulting, Equities, Venture Capital, Corporate Development, Asset Management, Contract Negotiation, Emerging Markets, Entrepreneurship, Executive Management, Strategic Financial..., Trading, Business Valuation, Business Planning

Education
University of Southern California - Marshall School of Business   2011 — 2013
MBA, Investments and Financial Markets

University of San Diego   2008 — 2010
MS, Global Business Leadership

University of San Diego   2002 — 2004
BA, Finance

Gregory Robstad Gregory Robstad Greater New York City Area Details
Gregory Robstad's Bank of America Merrill Lynch Experience March 2015 - Present
Job AVP Regulatory Reporting
Industry Accounting
Experience
Bank of America Merrill Lynch   March 2015 - Present
National Futures Association  April 2012 - March 2015
Orthonet  May 2011 - April 2012
Wells Fargo Bank  October 2009 - May 2011
Citi  May 2008 - August 2008

Education
University of Scranton   2005 — 2009
Bachelors of Science, Finance, 3.1

Kenneth W. Vance Kenneth W. Vance Charlotte, North Carolina Area Details
Kenneth W. Vance's Bank of America Merrill Lynch Experience January 1990 - Present
Job President at NCHFMA Chapter
Industry Banking
Experience
NCHFMA Chapter   June 2015 - Present
HFMA North Carolina Chapter   June 2014 - Present
Bank of America Merrill Lynch   January 1990 - Present
Investors Savings Bank  June 1986 - January 1990
Federal Reserve Bank of Richmond  June 1979 - June 1986

Skills
Credit Analysis, Sales Management, Team Building, Teaching Experience, Financial Accounting, Creative Problem Solving, Financial Analysis, Portfolio Management, Commercial Lending, Treasury Management, Financial Modeling, Leadership, Banking, Teacher Training, Credit, Commercial Banking, Executive Management, Finance, Management, Strategic Planning, Cash Management, Loans, Risk Management, Financial Services, Investments, Series 7, Credit Risk, Wealth Management, Mergers & Acquisitions, Strategic Financial...

Education
University of Richmond - Robins School of Business   1986 — 1988
MBA, Accounting/Finance

Virginia Polytechnic Institute and State University   1974 — 1978
BA, Education (Mathematics)

Abdul Raqeeb Abdul Azeez Abdul Raqeeb Abdul Azeez Somerville, Massachusetts Details
Abdul Raqeeb Abdul Azeez's Bank of America Merrill Lynch Experience June 2011 - July 2015
Job Mobile Application Developer iOS/Android at Merrill Lynch
Industry Computer Software
Experience
Bank of America - Merrill Lynch  June 2011 - July 2015
School of Health and Rehabilitation Sciences, University of Pittsburgh   January 2011 - June 2011
Accenture Services  August 2008 - October 2009

Skills
Java, SQL, C++, Android, C, JavaScript, XML, Eclipse, Perl, JSP, Objective-C, iOS development, Algorithms, Databases, HTML, MySQL, Agile Methodologies, Web Services, Mobile Applications

Education
University of Pittsburgh   2011 — 2012
M.S, GeoInformatics, A+

Visvesvaraya Technological University   2004 — 2008
B.E, Computer Science, A

Florence Public School   1991 — 2001
English, Basic Sciences

Gaurav Kochhar Gaurav Kochhar East Brunswick, New Jersey Details
Gaurav Kochhar's Bank of America Merrill Lynch Experience February 2007 - Present
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   February 2007 - Present
Ness USA  2005 - 2009
Libgo Travel Inc  November 2003 - January 2007
Liberty Travel  2003 - 2007
Forbes  June 2006 - August 2006
VPI Systems   2006 - 2006
Finacity   2006 - 2006
Weathershield   2006 - 2006
Astoria Federal Savings  2006 - 2006
American School for Deaf   2002 - 2003

Skills
SOA, Weblogic, Portals, WebCenter, ADF, Java Enterprise Edition, Web Services, Oracle Fusion Middleware, SSO, Java, Requirements Analysis, SDLC, Oracle, Web Applications, Integration

Education
University of Pune   1992 — 1996
B.Engg, Electronics

VIT   1992 — 1996
Bachelor of Engineering (B.E.)

Kimberly Kircher James Kimberly Kircher James New York, New York Details
Kimberly Kircher James's Bank of America Merrill Lynch Experience 2008 - 2011
Job Vice President, Reputation Risk at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
JPMorgan Chase  October 2012 - November 2013
JPMorgan Chase  September 2011 - September 2012
Bank of America Merrill Lynch   2008 - 2011
Merrill Lynch  2005 - 2008

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Finance and Strategy

University of Richmond   1998 — 2002
BA

The Hockaday School   1983 — 1998

Daniel Sasi Daniel Sasi San Francisco Bay Area Details
Daniel Sasi's Bank of America Merrill Lynch Experience June 2015 - Present
Job Investment Banking Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   June 2015 - Present
Oppenheimer & Co. Inc.   December 2014 - June 2015
D.A. Davidson Companies   April 2013 - November 2014
Pacific Crest Securities  March 2011 - March 2013
Pacific Crest Securities  June 2010 - August 2010
Viewpoint Securities   January 2010 - May 2010
Wells Fargo Advisors, LLC  September 2009 - December 2009

Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance

Education
University of San Diego   2008 — 2011
Bachelor of Business Administration (BBA), Finance

Carlos Sergio Torres-Negron Carlos Sergio Torres-Negron Washington D.C. Metro Area Details
Carlos Sergio Torres-Negron's Bank of America Merrill Lynch Experience February 2015 - June 2015
Job Assistant Vice President; Financial Advisor at Capital One Investing, LLC
Industry Financial Services
Experience
Capital One Advisers   August 2015 - Present
Bank of America Merrill Lynch   February 2015 - June 2015
AXA Advisors  May 2013 - January 2015
Eaton  June 2010 - January 2013
Abbott  August 2005 - December 2005

Skills
Retirement Planning, •Educational Planning, •Insurance Planning, •Corporate Finance, •Wealth Management, Banking

Education
University of Technology, Sydney   2009 — 2010
Master of Business Administration (M.B.A.)

University of Puerto Rico-Mayaguez   2001 — 2007
Bachelor's Degree, Economics, 3.43/4.0

University of Puerto Rico-Mayaguez   2001 — 2007
Bachelor's Degree, Finance, General, 3.46/4.0

Harry Menzies Harry Menzies Charlotte, North Carolina Details
Harry Menzies's Bank of America Merrill Lynch Experience August 2015 - Present
Job Debt Capital Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2015 - Present
Bank of America Merrill Lynch   January 2014 - August 2015
University of South Carolina  August 2009 - December 2013
Pavilion Development Company   May 2013 - August 2013

Skills
Financial Risk, Financial Statement..., Financial Analysis, Financial Modeling, Corporate Finance, International Business, Credit, Time Management, Leadership, Finance, Analysis

Education
University of South Carolina - The Moore School of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9/4.0

Doug Belote Doug Belote Boston, Massachusetts Details
Doug Belote's Bank of America Merrill Lynch Experience 2003 - Present
Job SVP at Bank of America
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch   2003 - Present
Deutsche Bank (Scudder Investments)   1997 - 2002
SunTrust Bank (Crestar Bank)   1985 - 1997

Skills
Marketing Communications, Product Management, Retirement Planning, Vendor Management, Direct Mail, Product Development, Strategy, Advertising, Cross-functional Team..., Competitive Analysis

Education
University of Richmond - Robins School of Business   1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing

Emily Hartley Emily Hartley New York, New York Details
Emily Hartley's Bank of America Merrill Lynch Experience June 2010 - May 2012
Job Debt Capital Markets Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse  April 2013 - Present
Credit Suisse  May 2012 - April 2013
Bank of America Merrill Lynch   June 2010 - May 2012
Target  June 2009 - August 2009

Education
University of South Carolina - The Moore School of Business   2006 — 2010
BS, Finance, International Business

Dana Cotter Dana Cotter Greater Pittsburgh Area Details
Dana Cotter's Bank of America Merrill Lynch Experience July 2015 - Present
Job Senior Recruiter at Bank of America Merrill Lynch
Industry Staffing and Recruiting
Experience
Bank of America Merrill Lynch   July 2015 - Present
EDMC  February 2014 - July 2015
QNSrecruiting   2003 - October 2013
Grane Healthcare  2001 - 2003
Grane Therapy Temps   September 1997 - December 1998
Nova Pro   1996 - 1997
NovaCare  1993 - 1995

Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Staffing Services, Temporary Placement, Internet Recruiting, Strategic Planning, Employee Relations, Human Resources, Sourcing, Talent Management, Team Building, Workforce Planning, Executive Search, Interviews, Contract Recruitment, Onboarding, Hiring, Resume Writing, Benefits Negotiation, College Recruiting, Temporary Staffing, Permanent Placement, Staff Augmentation, Screening, Performance Management, Employee Engagement, New Hire Orientations, Recruitment Advertising, Leadership, Career Development, Screening Resumes, Management, Training, Employee Benefits, Mentoring, HRIS

Education
University of Pittsburgh
Bachelor's degree, English

Peter Kungu Peter Kungu Charlotte, North Carolina Details
Peter Kungu's Bank of America Merrill Lynch Experience February 2014 - Present
Job Assistant Vice President Tech MBA Program , Global Network & Infrastructure Solutions
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
Soleo Communications  June 2012 - September 2012
KENYA STOCK, LLC – Interim Entrepreneurial Business   May 2005 - August 2012
Cross Telecom (Teksystems, Inc. Consultant)   March 2011 - July 2011
United Health Group - (Teksystems, Inc. Consultant)   August 2010 - December 2010
Northwestern College and Radio - (Pareo, Inc. Consultant)   January 2008 - November 2008
The Mentor Network - (Robert Half, Inc. - Consultant)   May 2007 - January 2008
ADP Dealer Services  February 2005 - November 2006

Skills
PIX, ASA, Routers, Checkpoint, Switches, Cisco Call Manager, Cisco Wireless, Customer Service, Account Management, Equity Trading, Venture Capital, Private Equity, Sales, Stock Trading, DCF Valuation, Investment Strategies, International Sales, FX Hedging, Commodity Markets, East Africa, Telecommunications, Microfinance, Business Valuation, Financial Accounting, Project Management, Investment Advisory, New Venture Development, IT Solutions, Consulting, Strategic Planning, Corporate Finance, Finance, Financial Analysis, Investments, Networking, Strategy

Education
MBA Candidate at the William E. Simon Graduate School of Business, University of Rochester   2013 — 2014
Master of Business Administration (M.B.A.)

University of Rochester - William E. Simon Graduate School of Business Administration   2011 — 2012
Master of Science (M.S)

University of St. Thomas - Opus College of Business   2010 — 2010
Certificate

University of Wisconsin-Stout   2002 — 2004
B.S.

Wisconsin Indianhead Technical College (WITC) - Rice Lake   2000 — 2002
A.S.

Steve Nadeau Steve Nadeau New York, New York Details
Steve Nadeau's Bank of America Merrill Lynch Experience June 2014 - April 2015
Job Programmatic Buyer at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media  April 2015 - Present
Bank of America Merrill Lynch   June 2014 - April 2015
BNP Paribas  December 2008 - June 2014
Calyon Securities USA   December 2007 - December 2008
Calyon - Credit Agricole CIB   February 2007 - January 2008

Skills
Photoshop, Digital Photography, Nikon DSLR, Lightroom, Mac OS, Travel Planning, Italian, Trading, French, Client Services, Negotiation, Event Planning, Derivatives, Studio Photography, Studio Lighting, Options, Prime Brokerage, Fixed Income, Swaps, Equity Derivatives, Capital Markets, Back Office, Middle Office

Education
University of Rhode Island   2002 — 2006
BS and BA, International Business and French

University of Rhode Island - College of Business Administration   2002 — 2006
BS of Business Administration, Finance/International Business

Stacy Brandon Stacy Brandon Greenville, South Carolina Details
Stacy Brandon's Bank of America Merrill Lynch Experience 1992 - 2012
Job Senior Client Manager / SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Park Sterling Bank  July 2014 - March 2015
CertusBank  April 2012 - July 2014
Bank of America Merrill Lynch   1992 - 2012

Education
University of South Carolina-Columbia   1980 — 1984
Bachelor of Science (BS), Business Administration

Jim Scomazzon Jim Scomazzon Greater Detroit Area Details
Jim Scomazzon's Bank of America Merrill Lynch Experience 2010 - 2012
Job Sales Manager Automotive at Seagate Technology
Industry Information Technology and Services
Experience
Seagate Technology  2014 - 2015
Bank of America Merrill Lynch   2010 - 2012
AT&T  2009 - 2010
IBM  2006 - 2009
Hewlett-Packard  1995 - 2006

Skills
Goal Oriented, Selling, Sales, Business Analysis, Leadership, Data Center, CRM, Business Intelligence, Sales Operations, Sales Management, Strategy, Storage, Building Relationships, Servers, Business Development, Cloud Computing, Channel Partners, Solution Selling, Technology Solutions, Enterprise Software, Marketing, Sales Presentations, Professional Services, Salesforce.com, Customer Retention, SaaS, Direct Sales, Strategic Partnerships, Management, Pre-sales, Outsourcing, Sales Process, Partner Management, Vendor Management, HP, Customer Satisfaction, Managed Services

Education
University of Phoenix   1995 — 1998
BS, Business Management

Heather Ketch (LION) Heather Ketch (LION) Greater Philadelphia Area Details
Heather Ketch (LION)'s Bank of America Merrill Lynch Experience January 2006 - December 2010
Job Technical Project Manager at MM Health Solutions
Industry Information Technology and Services
Experience
MM Health Solutions   January 2015 - Present
MM Health Solutions   June 2014 - January 2015
AXIS Capital  February 2014 - June 2014
Otsuka Pharmaceutical   January 2013 - February 2014
Bristol-Myers Squibb  August 2011 - December 2012
Arthritis & Osteoporosis Associates   April 2011 - August 2011
Bank of America - Merrill Lynch  January 2006 - December 2010
Merrill Lynch  January 2005 - December 2008
Merrill Lynch  November 2001 - January 2005
Merrill Lynch  June 2000 - November 2001

Skills
Project Management, Strategic Planning, Project Planning, Business Strategy, Portfolio Management, Program Management, Management Consulting, Business Analysis, Risk Management, Business Process..., Team Building, SDLC, Team Leadership, Business Development, Project Portfolio..., Leadership, SharePoint, Vendor Management, Process Improvement, Management, Requirements Analysis, Change Management, PMP, Analysis, Budgets, IT Strategy, Training, Software Documentation, PMO, Enterprise Software, Human Resources, Cross-functional Team...

Education
University of Phoenix   2004 — 2008
BSM, Bachelor of Science in Management

The Cittone Institute   1991 — 1993
Certified Legal Office Specialist, Legal-Administration

Janette San Luis Janette San Luis San Francisco Bay Area Details
Janette San Luis's Bank of America Merrill Lynch Experience September 2012 - August 2013
Job Operations specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2014 - Present
Franklin Templeton Investments  November 2013 - February 2014
Bank of America Merrill Lynch   September 2012 - August 2013
Experience Unlimited  2011 - September 2012
Savitr Capital   July 2011 - September 2011
State Street  October 2006 - December 2008
Great Florida Bank  2006 - 2006
Bridgebay Financial   November 2003 - February 2005
Sun Microsystems  June 2000 - October 2003
Contra Costa County  June 1992 - June 2000

Skills
Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, Accounting, Management

Education
University of San Francisco   1996 — 1998
Bachelor of Science, Public Administration

Rushika Patel Rushika Patel Greater New York City Area Details
Rushika Patel's Bank of America Merrill Lynch Experience October 2012 - May 2015
Job MBA Candidate at NYU Stern School of Business
Industry Banking
Experience
Bank of America Merrill Lynch   October 2012 - May 2015
Bank of America Merrill Lynch   June 2010 - October 2012

Skills
Financial Modeling, Credit Risk, Leveraged Finance, Business Analysis, Financial Analysis, Credit Analysis, Financial Sponsors, Analysis, Investments

Education
New York University - Leonard N. Stern School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Strategy and Management

University of South Carolina - Darla Moore School of Business   2006 — 2010
BS, Finance, Economics, Global Supply Chain Operations Management, German

Maria Poyer Maria Poyer San Francisco, California Details
Maria Poyer's Bank of America Merrill Lynch Experience April 2015 - Present
Job Global Commercial Banking Credit Analyst Program at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   April 2015 - Present
7 Tepees Youth Program   August 2014 - Present
University of San Francisco  April 2012 - Present
Merrill Lynch  May 2014 - August 2014
Meals On Wheels of San Francisco, Inc.   May 2013 - August 2014
University of San Francisco  May 2013 - May 2014
Enterprise Rent-A-Car  May 2012 - May 2013
Saint Anthony's Foundation   May 2012 - May 2013
University of San Francisco  2013 - 2013
Bloomingdale's  February 2011 - November 2012

Skills
Leadership, Composition, Public Speaking, Sales, Event Planning, Facebook, Customer Service, Social Media, Social Media Marketing, Marketing, Microsoft Office, Management, PowerPoint, Social Networking, Fundraising, Nonprofits, Volunteer Management, Recruiting, Community Outreach, Time Management, Event Management, Training, Data Analysis, Data Management, CRM

Education
University of San Francisco   2011 — 2015
Bachelor of Science (BS) in Environmental Science, Minor in Public Service and Music

Music Academy of The West   2009 — 2010
Music

Dos Pueblos High School   2008 — 2010
High School Diploma

Carlos Then Carlos Then Providence, Rhode Island Area Details
Carlos Then's Bank of America Merrill Lynch Experience May 2015 - Present
Job Relationship Specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2015 - Present
T-Mobile  November 2010 - Present
Now Then Financial LLC   October 2013 - January 2015
University of Rhode Island  January 2014 - May 2014
Best Buy  November 2007 - November 2010

Skills
Finance, Economics, Tax Preparation, Tax Returns, Social Networking, Customer Service, Personal Income Tax..., Smartphones, Spanish-speaking, Customer Retention, Chinese, Multilingual, Analysis, PowerPoint, Microsoft Excel, Goal Oriented, Microsoft Word, Critical Thinking, Data Analysis, Mobile Phone Apps, Boxing, Fashion, Financial Analysis, SEO, Mathematics, Advertising, Stock Market, Bonds, Mindfulness Meditation, Real Estate, Market Analysis, Microsoft Office, Leadership, Time Management, Public Speaking, Management, Social Media, Teamwork, Research, Sales, Team Leadership

Education
University of Rhode Island   2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Applied Economics and Minor in International Relations, 3.37 GPA

Cranston High School East   2005 — 2009
High School, High School/Secondary Diplomas and Certificates, 3.22 GPA

Benjamin Weisburger Benjamin Weisburger Chicago, Illinois Details
Benjamin Weisburger's Bank of America Merrill Lynch Experience July 2014 - Present
Job Commercial Real Estate Banking Portfolio Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Capital One  June 2013 - August 2013
Capital One  June 2012 - August 2012

Education
University of Richmond   2010 — 2014

Brunswick School   2007 — 2010

Jordan T. Kelly Jordan T. Kelly Charlotte, North Carolina Details
Jordan T. Kelly's Bank of America Merrill Lynch Experience July 2015 - Present
Job Global Treasury Solutions Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   July 2015 - Present
The Moore School of Business, Office of the Dean   January 2013 - May 2015
Bank of America Merrill Lynch   June 2014 - August 2014
CubeSmart  May 2013 - August 2013
Downingtown Country Club  March 2011 - August 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Outlook, Risk Management, Financial Analysis, Corporate Finance, Risk Analysis, Investments, Political Science, Treasury Management, Liquidity, Basel III

Education
University of South Carolina - The Moore School of Business   2011 — 2015
B.S.B.A., Finance (Corporate Finance, Investment tracks), Insurance and Risk Management, Political Science

Devon Preparatory School   2007 — 2011

Mia Eriksson Mia Eriksson Cary, North Carolina Details
Mia Eriksson's Bank of America Merrill Lynch Experience July 2015 - Present
Job Global Treasury Solutions Analyst at Bank of America Merrill Lynch
Industry Logistics and Supply Chain
Experience
Bank of America Merrill Lynch   July 2015 - Present
Abbott  May 2014 - August 2014
GPT Consulting LLC   May 2012 - August 2013
LifeTime Fitness  May 2011 - September 2011

Skills
Research, Supply Chain, Six Sigma, Microsoft Excel, Logistics, Outlook, Microsoft Office, Supply Chain Management, Distribution Center..., Microsoft Word, Customer Service, PowerPoint, Windows, Teaching, Photoshop, English, Public Speaking, Strategic Planning, Budgets

Education
University of South Carolina-Columbia   2011 — 2015
Bachelor's degree, Global Supply Chain and Operations Management and Marketing, GPA: 3.951

Daniel Owen Daniel Owen Charlotte, North Carolina Details
Daniel Owen's Bank of America Merrill Lynch Experience June 2015 - Present
Job Global Financial Crimes Compliance Officer at Bank of America Merrill Lynch
Industry Security and Investigations
Experience
Bank of America Merrill Lynch   June 2015 - Present
Rose International  June 2014 - May 2015
ettain group  October 2013 - June 2014
MISource  March 2012 - October 2013
iHeartMedia  2011 - 2012

Skills
Technical Recruiting, Staffing Services, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Screening Resumes, Sourcing, Talent Acquisition, Recruiting, Permanent Placement, Temporary Placement, Cold Calling, College Recruiting, Screening, Interviews, Temporary Staffing, Executive Search, Human Resources, Account Management, Business Networking, Onboarding, Employee Relations, Building Relationships, IT Recruitment, Resume Writing

Education
University of South Carolina-Columbia   2007 — 2011
BS, Business

Fort Mill High School   2004 — 2007
diploma

B.J. Fesq B.J. Fesq Greater New York City Area Details
B.J. Fesq's Bank of America Merrill Lynch Experience August 2010 - December 2011
Job Chief Architect, Chief Data Officer CIT Group, Inc.
Industry Financial Services
Experience
CIT Group, Inc.   May 2012 - Present
Socialcrawler, LLC   January 2012 - September 2012
Bank of America Merrill Lynch   August 2010 - December 2011
Bank of America Merrill Lynch   August 2004 - August 2010
Standard & Poor's   2002 - 2004
JP Morgan Chase  1996 - 2003
Credit Suisse  1994 - 1996

Skills
Capital Markets, Wealth Management, Structured Finance, Fixed Income, Risk Management, Architecture, Application Development, Mobile Technology, Technical Writing, C, C++, Java, J2EE, XML, Visual Studio, SQL, Databases, Web Development, Linux, Windows, Product Development, Data Analysis, Team Leadership, Problem Solving, Software Development, Java Enterprise Edition, Enterprise Architecture, Enterprise Software, SDLC, SOA, Web Services, Requirements Analysis, Disaster Recovery, Agile Methodologies, Market Data, Application Architecture, IT Strategy, Business Intelligence, IT Management, System Architecture, Cloud Computing, Integration, Business Analysis, Big Data, Solution Architecture, Software Project..., Trading Systems, Unix, Database Design, Project Portfolio...

Education
The Pingry School
High School

University of Rochester
Bachelors, Cognitive Science - Artificial Intelligence & Robotics

Courtland Tingen Courtland Tingen Indianapolis, Indiana Details
Courtland Tingen's Bank of America Merrill Lynch Experience 2014 - 2014
Job International Sales Manager for Asia and Latin America at Pulmodyne
Industry Medical Devices
Experience
Pulmodyne  May 2015 - Present
University of South Carolina  August 2011 - May 2015
Bank of America Merrill Lynch   2014 - 2014
AXA Advisors  2013 - 2013

Skills
Japanese, Spanish-speaking, International Business, Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Management, Spanish, Social Networking, Critical Thinking, Outlook, Team Leadership, Training, Leadership Development, Sales, Time Management, Leadership, Event Planning, Endorsements

Education
University of South Carolina-Columbia   2011 — 2015
Bachelor of Science (BS) in Business Administration (BA), International Business and Finance, 3.8

Sophia University   2014 — 2014

Universidad de Granada   2013 — 2013
Intensive Spanish

Robert D. Galloway Robert D. Galloway Charlotte, North Carolina Details
Robert D. Galloway's Bank of America Merrill Lynch Experience August 2014 - June 2015
Job Senior Executive Accounts at Community Eye Care
Industry Insurance
Experience
Community Eye Care  June 2015 - Present
Bank of America Merrill Lynch   August 2014 - June 2015
Bank of America Merrill Lynch   January 2013 - June 2015
CDW  2012 - January 2013
Verizon Wireless Cellular Sales  October 2009 - December 2011
RDG Enterprises, LLC   October 2009 - December 2011
First National Business Corporation   November 2007 - September 2010
WACH FOX 57  December 2008 - September 2009
The State  December 2001 - November 2007
WIS-TV  September 1999 - May 2001

Skills
Account Management, Sales, Marketing, Strategy, Sales Management, New Business Development, Lead Generation, Management, Sales Operations, Advertising, Training, Cold Calling, Marketing Strategy, Advertising Sales, Salesforce.com, Inside Sales, Social Media Marketing, Team Leadership, Event Management, Social Media, Recruitment Advertising, Banking, Investment Banking, Contract Negotiation, Budgets, Recruiting, Leadership, CRM, Sales Process, Voluntary Employee..., Vision Insurance

Education
University of South Carolina-Columbia   1988 — 1992
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Cardinal Newman High School   1984 — 1988
High School Diploma

David McMahon David McMahon San Francisco Bay Area Details
David McMahon's Bank of America Merrill Lynch Experience 2011 - 2011
Job Investment Professional at AccelKKR
Industry Venture Capital & Private Equity
Experience
Accel-KKR  January 2014 - Present
Arbor Advisors  June 2012 - January 2014
Gateway Partners, Inc.   January 2011 - February 2012
Bainbridge Capital  2012 - 2012
Bank of America Merrill Lynch   2011 - 2011
Thales Avionics  2010 - 2010

Skills
Investment Banking, Public Speaking, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Bloomberg Terminal, Strategy, Capital IQ, Mergers & Acquisitions, Quantitative Research, Entrepreneurship, Qualitative Research, Quantitative Analysis, Due Diligence, Debate, Quantitative Analytics, Qualitative Market..., Capital Structure, Risk Analysis, Deal Structures, Capital Markets, Hoovers, Group Presentations, Discussions, M&A due diligence, Deal Structure, Leadership

Education
University of San Diego   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Shivraj Vibhute Shivraj Vibhute Greater New York City Area Details
Shivraj Vibhute's Bank of America Merrill Lynch Experience July 2015 - Present
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2015 - Present
UBS  July 2012 - June 2015
UBS  April 2011 - June 2012
JP Morgan Chase  August 2009 - March 2011
Infosys  April 2006 - August 2009
UBS Investment Bank  2006 - August 2009

Skills
Oracle, Informatica, Microsoft CRM, Equities, Data Warehousing, Business Analysis, Requirements Gathering, Change Management, Data Governance, Reference Data, Requirements Analysis, SDLC, Derivatives, Analysis, Databases, ETL, Data Analysis, Microsoft SQL Server, Trading Systems, Unix, Expectations Management, Data Quality, Equity Derivatives, Equity Trading, Corporate Actions

Education
University of Pune   2001 — 2005
B.E., Electronics and Telecommunication

B.H.E.L Secondary School   1990 — 1999

Sarah Yanshan Han Sarah Yanshan Han New York, New York Details
Sarah Yanshan Han's Bank of America Merrill Lynch Experience January 2011 - May 2011
Job Credit Analyst at TD
Industry Banking
Experience
TD  August 2014 - Present
Citi  June 2012 - August 2014
Kew Management   June 2011 - August 2011
Bank of America Merrill Lynch   January 2011 - May 2011
EMPIRE VALUATION CONSULTANTS  October 2010 - October 2010
SHU LUN PAN YANGCHENG CPA CO., LTD   June 2010 - August 2010
Guangdong Development Bank  June 2009 - August 2009

Education
University of Rochester   2008 — 2012
Bachelor of Arts, Financial Economics and Applied Mathematics

New York University in London   2011 — 2011
Finance

Sarah LeDonne Sarah LeDonne Pittsburgh, Pennsylvania Details
Sarah LeDonne's Bank of America Merrill Lynch Experience 2010 - 2012
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC  August 2014 - Present
Cipperman Compliance Services, LLC  April 2013 - August 2014
The Hartford  July 2012 - April 2013
Bank of America Merrill Lynch   2010 - 2012

Skills
Series 7, series 63, Compliance, Securities Regulation, Mutual Funds, Microsoft Excel, Securities, Investments, Equities, Portfolio Management, Finance, Sales, Microsoft Office, Asset Allocation, Customer Service, Series 63, Management, Financial Services, Financial Analysis

Education
University of Pittsburgh
BSBA, Accounting

Courtney Weber Courtney Weber Greater New York City Area Details
Courtney Weber's Bank of America Merrill Lynch Experience July 2014 - Present
Job Global Banking and Markets Campus Strategy Recruiter at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   May 2012 - June 2014
Rent The Runway  June 2011 - August 2011
Collier Enterprises II, LLC   May 2007 - August 2009

Skills
Financial Services, Investment Banking, Human Resources, Recruiting, Staffing Services, Staffing Coordination, Marketing, Talent Management, Talent Acquisition, Psychology, Performance Management, Employee Training, Microsoft Office, Microsoft Excel, PowerPoint, Onboarding, Taleo, Compliance, Public Speaking, Research, Social Media, College Recruiting, Customer Service, Customer Relations, Event Planning, Legal Research, Political Science, Microsoft Word, Data Analysis, Social Networking, Leadership

Education
Vanderbilt University   2009 — 2012
Bachelor of Arts, Psychology & Political Science

Foundation for International Education   2010 — 2010
European Political Economy & Economic Institutions

Università degli Studenti di Firenze   2010 — 2010
Italian Language, Culture and Politics

University of San Diego   2008 — 2009
English

Erin McCloskey Erin McCloskey New York, New York Details
Erin McCloskey's Bank of America Merrill Lynch Experience June 2012 - Present
Job Enterprise Business Specialist at Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2012 - Present
Bank of America  2009 - June 2012
Merrill Lynch  2000 - 2009

Education
University of San Francisco   1993 — 1997
BS, Finance

West Albany High School

Chase McGaha Chase McGaha Charlotte, North Carolina Details
Chase McGaha's Bank of America Merrill Lynch Experience September 2008 - Present
Job Vice President Ops Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2008 - Present

Skills
Series 7, Fixed Income, Equities, Capital Markets, Securities, Trading Systems, Risk Management, Bloomberg, Back Office, Portfolio Management, Banking, Derivatives, Financial Services, Management, Microsoft Office, Leadership, Project Management

Education
University of South Carolina - The Moore School of Business   2004 — 2008
BS, Finance

Ori Goldman Ori Goldman Greater New York City Area Details
Ori Goldman's Bank of America Merrill Lynch Experience July 2009 - January 2014
Job Co Founder & CEO at Loftey
Industry Banking
Experience
Loftey   February 2015 - Present
RBC Capital Markets  February 2014 - February 2015
Bank of America Merrill Lynch   July 2009 - January 2014
Banc of America Securities  June 2008 - August 2008
Arrow Partners   May 2007 - July 2007

Skills
Structured Products, Structured Finance, Fixed Income Trading, Fixed Income, Reverse Mortgages, Residential Mortgages, Cash Flow, CAS, VBA, Data Analysis, Cash Flow Forecasting, Securities, Risk Management, Excel, CDS, Credit Derivatives, Entrepreneurship, Market Analysis, Mathematics, Microsoft Excel, Asset Management

Education
University of Rochester   2005 — 2009
B.A., Mathematics, Financial Economics

Judy Payne Judy Payne Charlotte, North Carolina Details
Judy Payne's Bank of America Merrill Lynch Experience June 2006 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2006 - Present
Bank of America  June 2003 - June 2006
Bank of America  June 2002 - June 2003
Bank of America  1997 - 2002
Bank of America  1992 - 1997
Bank of America f/k/a Citizens & Southern Bank   1989 - 1992
Bank of America f/k/a Citizens & Southern Bank   1987 - 1989

Skills
Banking, Loans, Commercial Lending, Commercial Banking, Corporate Banking, Credit Risk, Operational Risk..., Portfolio Management, Risk Management, Syndicated loans, Management, Loan Servicing, Mortgage Lending, Real Estate, Treasury Management

Education
University of South Florida

Eileen White Boyle Eileen White Boyle Greater New York City Area Details
Eileen White Boyle's Bank of America Merrill Lynch Experience April 2011 - March 2012
Job Project Manager Compliance Change Management at Barclays
Industry Investment Banking
Experience
Barclays  November 2012 - Present
Bank of America Merrill Lynch   April 2011 - March 2012
Barclays Capital  May 1997 - April 2010
Technology Solutions Company  March 1996 - April 1997
Bankers Trust  May 1988 - March 1996

Skills
Business Analysis, Project Management, Business Process..., Management, Data Migration, Fixed Income, Derivatives, Investment Banking, Middle Office, Equities, Operational Risk, Capital Markets

Education
University of Scranton   1982 — 1986
Economics/ Finance

University of Scranton

Chris Mathis Chris Mathis Charlotte, North Carolina Details
Chris Mathis's Bank of America Merrill Lynch Experience June 2014 - Present
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2014 - Present
Bank of America Merrill Lynch   April 2013 - June 2014
Waddell & Reed  August 2011 - January 2013

Skills
Sales, Cold Calling, Life Insurance, Customer Service, Marketing, Microsoft Excel, Social Networking, Financial Accounting, Financial Statement..., Financial Analysis

Education
University of South Carolina - The Moore School of Business   2008 — 2012
Bachelor's Degree, Finance, Risk Management & Insurance, Economics

Patrick Clifford Patrick Clifford Charlotte, North Carolina Details
Patrick Clifford's Bank of America Merrill Lynch Experience February 2015 - Present
Job Vice President Dealer Financial Services at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   February 2015 - Present
Aurora Management Partners   April 2014 - February 2015
SunTrust Bank  June 2012 - April 2014
SunTrust Bank  May 2010 - June 2012
Premier Commercial Bank  May 2009 - August 2009
United States Navy  January 2003 - January 2007

Skills
Financial Analysis, Credit, Forecasting, Underwriting, Loans, Portfolio Management, Credit Analysis, Financial Modeling, Management

Education
Wake Forest University - Babcock Graduate School of Management   2008 — 2010
Master of Business Administration (MBA), Finance

University of South Carolina-Columbia
BA, Political and Economic Geography

Episcopal High School

Joshua Frantz, CFA Joshua Frantz, CFA New York, New York Details
Joshua Frantz, CFA's Bank of America Merrill Lynch Experience July 2014 - Present
Job Equity Research Associate at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch   July 2014 - Present
Bank of America Merrill Lynch   July 2011 - July 2014
Bank of America Merrill Lynch   June 2010 - August 2010
Emerald Asset Management  May 2008 - August 2008

Skills
Series 7, Series 66, Valuation, ETFs

Education
University of Pittsburgh   2006 — 2010
Bachelor's, Finance and Accounting

Marcus Rush Marcus Rush Greater New York City Area Details
Marcus Rush's Bank of America Merrill Lynch Experience July 2012 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch   July 2012 - Present

Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Bloomberg Terminal, Accounting, Teamwork, Research, Data Analysis

Education
University of South Carolina - The Moore School of Business   2008 — 2011
Bachelor of Science (B.S.), Finance, General

Christopher Boehme Christopher Boehme New York, New York Details
Christopher Boehme's Bank of America Merrill Lynch Experience August 2013 - June 2015
Job Interest Rate Swaps & Options
Industry Financial Services
Experience
DRW Trading Group  July 2015 - Present
Bank of America Merrill Lynch   August 2013 - June 2015
Barclays Capital  February 2010 - August 2013
HSBC Bank USA  August 2007 - January 2010
Bear Wagner Specialists  June 2006 - September 2006
LaBranche & Co.   May 2005 - September 2005

Skills
Interest Rate..., Excel, Summit, Fixed Income Trading, Interest Rate Swaps, Options, Futures, Electronic Trading, Proprietary Trading, Relative Value, Bonds, Trading Systems, Microeconomics, Macroeconomics, Product Control, Options Strategies, Fixed Income, Microsoft Excel

Education
University of Scranton   2003 — 2007
Bachelors, Finance & Economics

Christian Brothers Academy   1999 — 2003

Katrina Kramer Katrina Kramer Greater Atlanta Area Details
Katrina Kramer's Bank of America Merrill Lynch Experience May 2010 - July 2010
Job Salesforce Certified Administrator, Certified Advanced Administrator & Certified Platform App Build
Industry Computer Software
Experience
AirWatch by VMware  March 2013 - Present
AirWatch by VMware  July 2011 - March 2013
BANK OF AMERICA MERRILL LYNCH   May 2010 - July 2010

Skills
Mobile Device Management, CRM, Sales, Sales Operations, Salesforce.com, Microsoft Office, Microsoft Excel, SaaS, Microsoft Word, PowerPoint, Software Industry, Enterprise Software, Process Improvement, Mobile Devices, Analysis, Cloud Computing, Solution Selling, Management, Account Management, Sales Process

Education
MOORE SCHOOL OF BUSINESS, University of South Carolina   2007 — 2011
Bachelor of Science; and, Accounting; Tourism Management

University of South Carolina - The Moore School of Business   2007 — 2011
Bachelor of Science in Business Administration, Accounting

John F. (Fran) McGinley John F. (Fran) McGinley Charlotte, North Carolina Area Details
John F. (Fran) McGinley's Bank of America Merrill Lynch Experience July 2009 - Present
Job Senior Software Development Manager
Industry Computer Software
Experience
Bank of America Merrill Lynch   July 2009 - Present
EquiFirst (Barclays Capital)   August 2007 - March 2009
S1 Corporation  March 2006 - December 2006
Amdocs Limited   May 2004 - March 2006
DST Innovis  August 2001 - April 2004

Skills
Agile Methodologies, Program Management, Software Development, IT Strategy, SDLC, Enterprise Architecture, Cross-functional Team..., Databases, CRM, Product Management, SQL, Management, Quality Assurance, Analytics, Vendor Management, Leadership, Software Project..., Integration, Business Analysis, Business Intelligence

Education
University of Pittsburgh   1987 — 1990
Bachelor of Science, Information Science

Laura Pendleton Laura Pendleton Charlotte, North Carolina Area Details
Laura Pendleton's Bank of America Merrill Lynch Experience November 2014 - Present
Job
Industry Human Resources
Experience
Bank of America Merrill Lynch   November 2014 - Present
Bank of America Merrill Lynch   April 2011 - October 2014
Bank of America Merrill Lynch   February 2008 - April 2011
Bank of America  August 2006 - February 2008
Marsh & McLennan Companies, Inc.   March 2005 - August 2006
Marsh & McLennan Companies, Inc.   May 2003 - March 2005

Skills
Talent Management, Succession Planning, Performance Management, Organizational Design, Change Management, Human Resources, Employee Benefits, Coaching, Program Management, Workshop Facilitation, Onboarding, Employee Relations, Organizational..., Employee Engagement, Talent Acquisition, Deferred Compensation, Leadership Development, Recruiting, Process Improvement, Organizational..., Workforce Planning, Human Capital

Education
University of Richmond   1999 — 2003
BA

Vaibhav Joshi Vaibhav Joshi Greater New York City Area Details
Vaibhav Joshi's Bank of America Merrill Lynch Experience July 2011 - July 2013
Job
Industry Information Technology and Services
Experience
JPMorgan Chase  July 2013 - Present
Bank Of America Merrill Lynch   July 2011 - July 2013
UBS Investment Bank  March 2010 - August 2011
Goldman Sachs  February 2007 - April 2011
IBM  August 2003 - January 2007

Skills
Core Java, C++, Risk Management, Multithreading, Spring, Hibernate, Data Structures, Caching, Grid Computing, Sybase, Oracle, XML, TIBCO, JMS, Ant, CDS, Analytics, Credit Risk, Java Enterprise Edition, Sun Certified Java..., Java

Education
University of Pune   1999 — 2003
Bachelor of Engineering (BE), Information Technology

University of Pune   1999 — 2003
Bachelor of Engineering (Information Technology), Information Technology

Dana Uzzo Dana Uzzo Orange County, California Area Details
Dana Uzzo's Bank of America Merrill Lynch Experience October 1983 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   October 1983 - Present

Education
University of Puget Sound   1979 — 1983
Bachelor of Arts (B.A.), Business Finance

Natalie Foy, CFA Natalie Foy, CFA Charlotte, North Carolina Area Details
Natalie Foy, CFA's Bank of America Merrill Lynch Experience July 2010 - Present
Job Portfolio Manager
Industry Banking
Experience
Bank of America Merrill Lynch   July 2010 - Present
Bank of America  2006 - 2010
Bank of America  2005 - 2006

Skills
Credit Analysis, Financial Modeling, Loans, Portfolio Management, Capital Markets

Education
University of Richmond - Robins School of Business   2001 — 2005

Romeo Santiago Romeo Santiago Bergenfield, New Jersey Details
Romeo Santiago's Bank of America Merrill Lynch Experience September 2010 - Present
Job Sr. Developer at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch   September 2010 - Present
Office Depot  September 2002 - October 2008
FPL  1998 - 2002

Skills
SQL, SDLC

Education
University of Santo Tomas   1976 — 1980

Blake Thompson Blake Thompson Charlotte, North Carolina Area Details
Blake Thompson's Bank of America Merrill Lynch Experience June 2012 - Present
Job Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   June 2012 - Present
Bank of America Merrill Lynch   December 2009 - June 2012
Vanderbilt University  August 2008 - April 2009

Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Portfolio Management, Series 7, Risk Management, Fixed Income, Credit Analysis, Bloomberg, Economics, Derivatives, Loans, Bonds, Asset Managment, Credit, Finance, Corporate Finance, Trading

Education
Vanderbilt University   2008 — 2009
MS, Finance

University of South Carolina - Darla Moore School of Business   2002 — 2006
BS, Economics, Finance

Mark Godfriaux Mark Godfriaux Charlotte, North Carolina Area Details
Mark Godfriaux's Bank of America Merrill Lynch Experience August 2012 - Present
Job Associate at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2012 - Present
Bank of America  June 2009 - July 2012
EPV Solar  2007 - 2008

Education
University of South Carolina - Darla Moore School of Business   2004 — 2008

Cristhian Escobar Cristhian Escobar Greater New York City Area Details
Cristhian Escobar's Bank of America Merrill Lynch Experience January 2013 - July 2013
Job Associate at Scotiabank
Industry Law Practice
Experience
Scotiabank  August 2013 - Present
Bank of America Merrill Lynch   January 2013 - July 2013
Goldman Sachs  October 2011 - October 2012
CA Public Utilities Commission   January 2009 - March 2012
JPMorganChase  September 2005 - January 2009
Pillsbury Winthrop Shaw Pittman  February 2008 - September 2008
Time Inc.  July 2000 - August 2002

Skills
Legal Writing, Legal Research, Litigation, Licensing, Public Policy, Policy Analysis, Corporate Law, Mergers, Contract Negotiation, Non-profits, Civil Litigation, Mediation, Intellectual Property, Public Speaking, Research, Project Management, Brand Management, Marketing Strategy, Contract Management, Contractual Agreements, Strategic Communications, Derivatives, Telecommunications, Media, Energy, Renewable Energy, Energy Policy, Water Resources, Trading, Investment Banking, Dodd-Frank, Natural Gas, Environmental Policy, Infrastructure, Utility Industry, Power Generation, Green Infrastructure, Management, Team Management, Presentations, Sales, Corporate Governance, Finance, Leadership, Mergers, Nonprofits, ISDA negotiations, ISDA

Education
University of San Francisco School of Law   2004 — 2008
Doctor of Law (J.D.)

Wesleyan University   1996 — 2000
Bachelor of Arts

Nicholas Storti Nicholas Storti Providence, Rhode Island Details
Nicholas Storti's Bank of America Merrill Lynch Experience December 2011 - Present
Job VP; Portfolio Management Officer III at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch   December 2011 - Present
Bank of America Merrill Lynch   June 2011 - December 2011
Bank of America Merrill Lynch   December 2010 - May 2011
Bank of America  June 2009 - November 2010
Bank of America  2008 - 2008

Skills
Analysis, Banking, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Data Analysis, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers, Portfolio Management, Process Improvement, Relationship Management, Underwriting, Valuation

Education
University of Rhode Island - College of Business Administration   2005 — 2008

Bishop Hendricken High School   2001 — 2005

Morgan Bryan Morgan Bryan Greater Chicago Area Details
Morgan Bryan's Bank of America Merrill Lynch Experience May 2013 - Present
Job Division Structured Credit Executive
Industry Financial Services
Experience
Bank of America Merrill Lynch   May 2013 - Present
Morgan Stanley Private Bank  2010 - Present
Gano Capital   September 2009 - September 2011
Smith Barney  June 2004 - September 2009

Skills
Series 7, Series 9, Series 10, Series 66, Private Wealth..., Private Banking, Securities, Alternative Investments, Wealth Management, Financial Services, Private Equity, Mortgage Lending, Uniform Combined State..., FINRA, Wealth Management..., Series 63, Loans, Equities, Derivatives, Hedge Funds, Banking, Financial Structuring, Credit, Mergers & Acquisitions, Commercial Banking, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Portfolio Management, High Net Worth..., Valuation, Investment Strategies, Bloomberg, Investment Banking, Investments, Bonds, Structured Finance, Credit Analysis, Retirement Planning, Asset Allocation, Financial Advisory, Financial Markets, Structured Products, Asset Management, Investment Management, Strategic Financial...

Education
University of South Alabama   1990 — 1995
Bachelor of Science, Finance

Keri Shull Keri Shull Charlotte, North Carolina Area Details
Keri Shull's Bank of America Merrill Lynch Experience December 2009 - December 2012
Job Corporate Strategy & Development
Industry Financial Services
Experience
Bank of America  August 2014 - Present
Bank of America  August 2013 - August 2014
Bank of America  December 2012 - August 2013
Bank of America Merrill Lynch   December 2009 - December 2012

Skills
Financial Risk, Portfolio Management, Financial Analysis, Corporate Finance, Banking

Education
University of South Carolina - The Moore School of Business
Bachelor of Science (BS), Accounting and Finance

Rick McClure Rick McClure Davidson, North Carolina Details
Rick McClure's Bank of America Merrill Lynch Experience February 2011 - November 2011
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2014 - Present
BB&T  January 2012 - November 2014
Bank of America Merrill Lynch   February 2011 - November 2011
Bank of America  July 1994 - February 2011
PriceWaterhouse Management Consulting   July 1989 - March 1994

Skills
Performance Measurement, Business Process..., Process Improvement, Program Management, Retirement Planning, Integration

Education
University of South Carolina - Darla Moore School of Business   1983 — 1986

Duke University Continuing Edu   2010 — 2010
Financial Planning, CFP Course Series

Alistair Maclean Alistair Maclean Greater New York City Area Details
Alistair Maclean's Bank of America Merrill Lynch Experience 2005 - Present
Job VP at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch   2005 - Present
Spot Buying Solutions   November 2001 - July 2005
Provato  April 2000 - August 2001
Blackberry Technologies Corp   November 1999 - April 2000
Taratec Development Corporation  1996 - 1999
HarperCollins Publishers  1994 - 1996
Dendrite  1993 - 1995
Datronics  April 1990 - August 1993
Conoco (UK)   1983 - 1989
ZR Computers   August 1982 - March 1983

Education
University of Portsmouth   1980 — 1982
BSc, Computer Science

Lincoln College of Technology   1976 — 1980
O levels, A levels, City & Guilds

Reeds School   1969 — 1977
'O' levels

Joseph Capozzi Joseph Capozzi San Francisco Bay Area Details
Joseph Capozzi's Bank of America Merrill Lynch Experience June 2011 - May 2014
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  May 2014 - Present
Bank of America Merrill Lynch   June 2011 - May 2014
Clearpoint Financial  2007 - June 2011
National Retirement Partners  2007 - 2011
Arthur J. Gallagher & Co.   2002 - 2007

Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services

Education
University of San Diego   1982 — 1985
BA

Cristina Arce Evans , PMP Cristina Arce Evans , PMP Greater Chicago Area Details
Cristina Arce Evans , PMP's Bank of America Merrill Lynch Experience February 2014 - Present
Job VP, Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2014 - Present
J.P. Morgan   February 2012 - February 2014
J.P. Morgan   2003 - February 2012
First North American National Bank  1998 - 2003

Skills
Business Analysis, Credit Cards, Financial Services, Banking, Portfolio Management, Process Improvement, PMO, Program Management, Project Management, Cross-functional Team..., Product Management, PMP, Payments, Relationship Management, Requirements Gathering, Project Portfolio..., Strategy, Business Requirements

Education
DeVry University
MBA, Finance

University of San Francisco
BS, Biology

Ken Kebel Ken Kebel Greater New York City Area Details
Ken Kebel's Bank of America Merrill Lynch Experience August 2009 - January 2013
Job at Merrill Lynch Wealth Management
Industry Computer Software
Experience
KBK Solutions NJ, LLC   2002 - Present
Bank of America Merrill Lynch   August 2009 - January 2013
Merrill Lynch  1976 - 2001

Education
University of Pittsburgh   1967 — 1971
Computer Science, Economics

University of Pittsburgh   1967 — 1971

Lindenhurst High School   1963 — 1967

Paul Michael Melicor Paul Michael Melicor San Francisco Bay Area Details
Paul Michael Melicor's Bank of America Merrill Lynch Experience April 2010 - Present
Job AVP Client Fulfillment Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   April 2010 - Present
Martial Arts America  2006 - 2010
Bank of America  September 2007 - March 2009

Skills
Mortgage Lending, Loan Origination, Retirement Planning, Banking, Investments, Wealth Management, Financial Analysis

Education
University of Rochester   1996 — 2000
Bachelor's, Health and Society, Pre-Med, Business Minor

Lowville Academy & Central School

Nicholas Susko, CFA Nicholas Susko, CFA Greater New York City Area Details
Nicholas Susko, CFA's Bank of America Merrill Lynch Experience June 2006 - June 2009
Job Analyst at Scopus Asset Management
Industry Investment Management
Experience
Scopus Asset Management  March 2013 - Present
Carmel Asset Management   November 2009 - March 2013
Bank of America Merrill Lynch   June 2006 - June 2009
AXA Financial  June 2005 - August 2005

Skills
Hedge Funds, Investment Management, Retail, Consumer, Internet Companies, Technology, Agriculture, Equity Research, Financial Modeling, Due Diligence, Equities, Energy, Fundamental Analysis, Equity Valuation, Valuation, Quantitative Analytics, Corporate Finance, Financial Analysis, Accounting, Investment Banking, Mergers, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Emerging Markets

Education
University of Scranton   2002 — 2006
B.S., Finance & Economics

David Petraglia David Petraglia Albany, New York Area Details
David Petraglia's Bank of America Merrill Lynch Experience 2008 - Present
Job Market Executive Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   2008 - Present
Bank of America  2004 - 2008
Fleet National Bank  1993 - 2004

Skills
Treasury Management, Commercial Banking, Credit Analysis, Credit, Capital Markets, Series 79 & 63 License, Series 24

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1980 — 1981
Masters Business Administration, Accounting

University of Pittsburgh   1977 — 1979
Masters Degree Education, Special Education

Jan Mason Jan Mason Greater New York City Area Details
Jan Mason's Bank of America Merrill Lynch Experience February 2011 - Present
Job Consultant Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   February 2011 - Present
Pershing  July 2010 - January 2011
Ascend Consulting  June 2009 - July 2010
Banc of America Investments  September 2008 - December 2008
Fidelity Investments  October 1993 - May 2006
Shearson Lehman Brothers  November 1987 - October 1993
Electronic Data Systems  January 1984 - October 1987

Skills
SDLC, Business Analysis, Problem Solving, Portfolio Management, Project Management, brokerage procesing, cost basis, trading,..., Strategy, Business Strategy, Change Management, Financial Services, Management, Risk Management, Vendor Management, PMO, Project Portfolio...

Education
University of South Florida   1980 — 1983
BA, Management Information Systems

Geoffrey McKinney, CFA Geoffrey McKinney, CFA New York, New York Details
Geoffrey McKinney, CFA's Bank of America Merrill Lynch Experience August 2013 - Present
Job Vice President, Research Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   August 2013 - Present
Bank of America Merrill Lynch   July 2010 - August 2013
Bank of America Merrill Lynch   July 2007 - June 2010
Morgan Stanley  2006 - 2006

Skills
Chartered Financial...

Education
University of Scranton   2003 — 2007
B.S., Marketing, Finance

Mary Daly Mary Daly Providence, Rhode Island Area Details
Mary Daly's Bank of America Merrill Lynch Experience April 2014 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch   April 2014 - Present
Merrill Lynch  April 2010 - Present
Bank of America  2004 - 2010
FleetBoston Financial  2000 - 2004
BankBoston  1991 - 2000
Bank of Boston  1988 - 1996

Skills
Strategic Planning, Leadership Development, Marketing, Strategy, Advertising, Marketing Communications, Leadership

Education
University of Rhode Island   1982 — 1986
BS, Marketing

Matthew Fenichel Matthew Fenichel Greater New York City Area Details
Matthew Fenichel's Bank of America Merrill Lynch Experience April 2014 - December 2014
Job Manager in Financial Services Risk Management
Industry Banking
Experience
EY  December 2014 - Present
Bank of America Merrill Lynch   April 2014 - December 2014
Ernst & Young  May 2012 - April 2014
Bank of America Merrill Lynch   July 2008 - May 2012
Credit Suisse  June 2007 - August 2007
Chelsea Lighting  June 2006 - August 2006

Skills
Risk Management, Derivatives, Equities, Fixed Income, Financial Risk, Operational Risk..., Operational Risk, Reporting Metrics, Analytic Reporting, Board of Directors..., Hedge Funds, Capital Markets, Analysis, Finance, Financial Services, Investment Banking, Bloomberg, Financial Modeling, Interest Rate..., Securities, Trading, Options, FX Options, Financial Markets, Credit Derivatives, Due Diligence, Alternative Investments, Corporate Finance, Emerging Markets, Equity Derivatives, Investments, Financial Structuring, Structured Products, Quantitative Analytics, Wealth Management, Settlement, Commodity, Series 7

Education
William E. Simon School of Business   2015 — 2016
Master's Degree, Finance

University of Rochester   2004 — 2008
BA, Economics

Solomon Schechter   2000 — 2004

Edie Friedel Edie Friedel Greater New York City Area Details
Edie Friedel's Bank of America Merrill Lynch Experience 2000 - June 2015
Job Technolgy Sourcing professional with Compliance experience
Industry Financial Services
Experience
Seeking Employment  September 2015 - Present
Bank of America/ Merrill Lynch  2000 - June 2015
Merrill Lynch  2000 - 2009
Citigroup  1995 - 1999

Skills
Strategic Sourcing, Compliance Management, Private Cloud, Data Center, Managed Hosting, Portfolio Management, Banking, Financial Services, Capital Markets, Enterprise Software, Derivatives, Investments, Fixed Income, Investment Banking, Equities, Series 63, Series 7

Education
University of Rochester
Bachelor of Arts (BA) Economics and Sociology

Monica Ricciardelli Monica Ricciardelli Greater New York City Area Details
Monica Ricciardelli's Bank of America Merrill Lynch Experience September 2009 - Present
Job Sr. QA Engineer at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch   September 2009 - Present
Merrill Lynch/Xcitek Consulting Services   August 2007 - May 2008
ExpertPlan  November 2006 - May 2007
CitiStreet  March 2001 - March 2006
CitiStreet  April 1999 - March 2001
CitiStreet  March 1997 - August 1999

Education
University of Scranton   1988 — 1992
B.S., Marketing

Jacob Yost Jacob Yost Charleston, South Carolina Details
Jacob Yost's Bank of America Merrill Lynch Experience May 2008 - July 2010
Job Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2013 - Present
Credit Suisse  July 2010 - August 2011
Bank of America Merrill Lynch   May 2008 - July 2010

Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, Quantitative Analytics, Banking, Finance, Financial Reporting, Data Analysis, Equities, Fixed Income, Risk Management, Strategic Financial..., Investments

Education
Wake Forest University - Babcock Graduate School of Management   2011 — 2013
Master of Business Administration (MBA), Finance, General

University of South Carolina - The Moore School of Business   2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing

Leah Wenger Leah Wenger Greater New York City Area Details
Leah Wenger's Bank of America Merrill Lynch Experience March 1999 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   March 1999 - Present

Skills
Capital Markets

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA, Finance, Management

University of Rochester   1988 — 1992
BA, Economics, Psychology

William Blanchfield William Blanchfield Greater New York City Area Details
William Blanchfield's Bank of America Merrill Lynch Experience June 2008 - January 2014
Job Options Analyst Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2014 - Present
Morgan Stanley  April 2014 - July 2014
National Futures Association  January 2014 - March 2014
Bank of America Merrill Lynch   June 2008 - January 2014

Skills
Financial Analysis, Equities, Securities, Asset Management, Portfolio Management, Risk Management, Financial Modeling, Derivatives, Investments, Hedge Funds, Banking, Microsoft Excel, Finance, Investment Banking, Options

Education
University of Scranton   2004 — 2008
Science, Accounting

St Joseph HS   2000 — 2004
High School

George Markman George Markman Greater New York City Area Details
George Markman's Bank of America Merrill Lynch Experience October 2011 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   October 2011 - Present
Merrill Lynch  September 2008 - October 2011
Merrill Lynch  September 2005 - September 2008

Skills
FINRA, Competitive Analysis, Portfolio Management, Valuation, Equity Derivatives, Hedge Funds, Investments, Series 7, Corporate Finance, Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Credit, Banking, Equities, Finance

Education
University of Richmond - Robins School of Business   2001 — 2005
Bachelors, Finance and Accounting

Cornel Amarie Cornel Amarie Charlotte, North Carolina Details
Cornel Amarie's Bank of America Merrill Lynch Experience June 2011 - June 2013
Job Associate at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC   July 2014 - Present
Ernst & Young Capital Advisors, LLC   June 2013 - July 2014
Bank of America Merrill Lynch   June 2011 - June 2013
Universal Blastco  September 2005 - June 2011
Carolina Finance Club   January 2010 - December 2010

Skills
Financial Modeling, Corporate Finance, Bloomberg, Commodity, Financial Analysis, Investment Banking, Fixed Income, Valuation, Equities, Capital Markets, Risk Management, Derivatives, Portfolio Management, Investments, Credit Risk

Education
University of South Carolina - The Moore School of Business   2006 — 2010
Bachelor's Degree, Finance and Management

Erinn Rowe Erinn Rowe Columbia, South Carolina Area Details
Erinn Rowe's Bank of America Merrill Lynch Experience June 2015 - Present
Job Sales Support Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   June 2015 - Present
Bank of America  July 2011 - Present
Young Chefs Academy  June 2006 - Present
Young Chefs Academy  2006 - December 2011
Pinetree Country Club  December 2004 - September 2005
Wyndham Hotel Group  July 2002 - 2005
The Wyndham Corporation   July 2003 - December 2004
Amangani Hotel   April 1999 - September 2002
Amangani Hotel   2000 - 2002

Skills
Social Networking, Public Speaking, Strategic Planning, Event Management, Facebook, Marketing, Advertising, Training, Management, Sales, Nonprofits, Budgets, Food & Beverage, Customer Satisfaction, Community Outreach, Catering, Strategy, Retail

Education
University of South Carolina   1996 — 1999
B.S. Hotel, Restaurant and Tourism Administration

University of South Carolina-Columbia   1996 — 1999
HRTM

Raghu Mattewada Raghu Mattewada Greater New York City Area Details
Raghu Mattewada's Bank of America Merrill Lynch Experience March 2013 - Present
Job Applications QA Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch   March 2013 - Present
Citigroup  October 2011 - January 2013
Barclays Capital  April 2010 - September 2011
Bank of America  July 2006 - March 2010
AIG  September 2005 - July 2006
Newyork Mercantile Exchange   May 2005 - September 2005
Fiserv Securities  July 2004 - May 2005

Skills
SDLC, Unix, SQL, Perl, Quality Center, JIRA, LoadRunner, QTP

Education
University of South Alabama
Master's degree

Tommy Estridge Tommy Estridge Matthews, North Carolina Details
Tommy Estridge's Bank of America Merrill Lynch Experience August 2010 - Present
Job Senior AML Risk Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   August 2010 - Present
Merrill Lynch  April 2007 - August 2010
Bank of America  November 2005 - April 2007

Skills
FINRA Registered..., Oracle SQL, AML, BSA, Regulatory Risk, OFAC, Series 7

Education
University of South Carolina-Columbia   1987 — 1991
Bachelor of Science, Business Administration

Mark Tanis Mark Tanis Roanoke, Virginia Details
Mark Tanis's Bank of America Merrill Lynch Experience January 1998 - Present
Job SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   January 1998 - Present

Skills
Credit Analysis, Credit, Banking, Relationship Management, Risk Management, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Leadership, Financial Risk, Corporate Finance, Credit Risk, Commercial Banking, Financial Services, Commercial Lending, Financial Markets, Loan Origination, Project Finance, Lines Of Credit, Financial Structuring, Cash Flow Lending, Capital Markets, Loans, Investment Banking, Swaps, Interest Rate..., Derivatives

Education
University of Richmond   1995 — 1997
Master of Business Administration (MBA)

University of Mary Washington   1990 — 1994
BS, Business Administration

Noreen Lee Noreen Lee San Francisco Bay Area Details
Noreen Lee's Bank of America Merrill Lynch Experience 2010 - Present
Job VP/Sr. Credit Products Underwriter
Industry Banking
Experience
Bank of America Merrill Lynch   2010 - Present
Bank of America Merrill Lynch   2008 - 2010
Bank of America Merrill Lynch   2007 - 2008
Bank of America Merrill Lynch   2004 - 2007

Skills
Credit Analysis, Credit, Customer Service, Banking, Commercial Banking, Microsoft Excel, Financial Modeling, Portfolio Management, Commercial Lending, Risk Management, Corporate Finance, Financial Analysis, Fixed Income, Loans, Credit Risk, Investment Banking

Education
University of San Francisco   1997 — 2001
Bachelor of Science (BS), Business Administration

Kayla Reyes Kayla Reyes United States Details
Kayla Reyes's Bank of America Merrill Lynch Experience September 2012 - August 2013
Job
Industry
Experience
Bank of America Merrill Lynch   September 2012 - August 2013
Saks Fifth Avenue  September 2011 - June 2012
Changing Our World, Inc.   September 2009 - June 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Event Planning

Education
University of Scranton   2013 — 2017
Business Administration and Management, General, Sophomore

Kathy Cromie Kathy Cromie Summit, New Jersey Details
Kathy Cromie's Bank of America Merrill Lynch Experience Managing Director Fixed Income ComplianceBank of America Merrill LynchJanuary 2015 - Present
Job Managing Director Municipal Markets Compliance at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch   Managing Director Fixed Income ComplianceBank of America Merrill LynchJanuary 2015 - Present

Education
University of Scranton   1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General

Camille Hampton Camille Hampton San Francisco, California Details
Camille Hampton's Bank of America Merrill Lynch Experience August 2014 - Present
Job Client Manager One, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch   August 2014 - Present

Education
University of San Francisco
Bachelor's Degree, Business/Managerial Economics

Allen Merrill Allen Merrill New York, New York Details
Allen Merrill's Bank of America Merrill Lynch Experience 2007 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch   2007 - Present

Skills
Private Equity, Investment Banking

Education
University of San Diego