Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
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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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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.)
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch October 1983 - Present
Education
University of Puget Sound 1979 — 1983
Bachelor of Arts (B.A.), Business Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Bank of America Merrill Lynch August 2014 - Present
Education
University of San Francisco
Bachelor's Degree, Business/Managerial Economics
Bank of America Merrill Lynch 2007 - Present
Skills
Private Equity, Investment Banking
Education
University of San Diego