Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, North Carolina, United States Parent organization: Bank of America Founded: 1 January 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Merrill Lynch Employees
Bank of America Merrill Lynch July 2015 - Present
Bank of America February 2014 - June 2015
Alloy Apparel (dELiA*s) January 2013 - December 2013
BNY Mellon September 2009 - June 2012
BNY Mellon June 2008 - August 2009
Skills
Hedge Funds, Management, CRM, Merchandising, Investments, Finance, Mutual Funds, Sales, Valuation, Microsoft Excel, Fashion
Education
Brandeis University 2004 — 2008
BA, Economics & International Studies
Meteorix June 2015 - Present
Prime, Buchholz & Associates December 2014 - May 2015
Towers Watson July 2013 - December 2014
Bank of America Merrill Lynch September 2012 - December 2012
Raytheon May 2012 - August 2012
Skills
Microsoft Excel, Workday, Data Analysis, Microsoft Office, Team Leadership, Leadership, Public Speaking, Team Building, Microsoft Word, Analysis, Social Networking, PowerPoint, Finance, Social Media, Financial Analysis, Research, Consulting, Project Delivery, SaaS, Enterprise Software
Education
Boston University Questrom School of Business 2009 — 2013
BSBA, Bachelor of Science, Business Administration, Concentration in Finance
Pope John XXIII High School 2005 — 2009
High School
Citi January 2014 - Present
Citi April 2012 - December 2013
Bank of America 2010 - April 2012
Bank of America 2009 - 2010
Bank of America Merrill Lynch 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Helms Mulliss & Wicker, PLLC (now McGuireWoods) 1997 - 2003
US Army 1988 - 1994
Skills
Operational Risk, Operational Risk..., Finance, AML, Enterprise Risk..., Financial Risk, Risk Management, Governance, Banking, Capital Markets, KYC, Financial Services, Fraud
Education
Boston University
Master of Arts (M.A.), International Relations and Affairs
Duke University
Bachelor of Arts (B.A.), Russian Language and Literature
National Intelligence University
Master of Science (M.S.), Strategic Intelligence Studies
South Mecklenburg HS
University of North Carolina at Chapel Hill
Juris Doctor, Law
Vinson & Elkins September 2014 - Present
Vinson and Elkins May 2013 - July 2013
United States District Court for the District of Arizona May 2012 - August 2012
Bank of America Merrill Lynch July 2010 - August 2011
Bank of America March 2009 - March 2011
Bank of America November 2008 - March 2009
Merrill Lynch, Pierce, Fenner & Smith, Inc. May 2006 - November 2008
Merrill Lynch Bank, USA December 2004 - May 2006
Merrill Lynch Bank USA August 2003 - December 2004
Merrill Lynch Bank USA September 2001 - August 2003
Skills
Risk Management, Banking, Portfolio Management, Strategy, Credit Risk, Leadership, Product Management, Project Management, Cross-functional Team..., Business Analysis, Six Sigma, Vendor Management, Financial Modeling, Mergers & Acquisitions, Management, Investments, Finance, Financial Risk, Credit, Business Strategy, Loans, Program Management, Securities, Private Equity, Legal Research, Legal Writing, Financial Services, Corporate Finance, Due Diligence, Financial Analysis
Education
University of Pennsylvania Law School 2011 — 2014
JD
University of Pennsylvania - The Wharton School 2012 — 2014
Certificate in Management
Brigham Young University 1995 — 2001
BA
Bank of America Merrill Lynch May 2015 - August 2015
Stanford Graduate School of Business, Center for Entrepreneurial Studies and the Venture Studio September 2014 - June 2015
Stanford Department of Management Science & Engineering January 2015 - April 2015
State of Colorado Governor's Office of Information Technology May 2014 - August 2014
Illuminate Ventures March 2014 - June 2014
Campus Quad, Inc. January 2014 - April 2014
Hawk3i Marketing Firm June 2009 - April 2014
Casa Bonita Denver June 2013 - September 2013
Romney for President June 2012 - November 2012
Skills
Public Speaking, Entrepreneurship, Venture Capital, Leadership, Technology Management, Social Media Marketing, Event Planning, Research, Political Campaigns, Political Science, Web Design, Economics, Politics, Google Sites, CapitalIQ, Thomson Reuters, American Politics, Branding, Operations Management, Business Development
Education
Stanford University 2013 — 2017
Bachelor's Degree, Management Science & Engineering, Sophomore
Boston University 2012 — 2012
Summer Challenge Program, Economics
Lakewood Senior High School 2009 — 2013
High School, International Baccalaureate Program
Bank of America Merrill Lynch September 2013 - Present
GE Capital October 2007 - September 2013
GE Capital June 2004 - October 2007
GE Capital July 1999 - June 2004
Data Securities International. Inc. 1995 - 1997
GPA 1993 - 1995
Skills
Portfolio Management, Valuation, Finance, Capital Markets, Relationship Management, Acquisitions, Asset Based Lending, Credit Analysis, Leveraged Finance, Underwriting, Loans, Credit, Credit Risk, Financial Modeling, Structured Finance, Commercial Lending, Due Diligence, Financial Analysis, Financial Risk
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA
Bradley University 1989 — 1993
BS
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch Private Banking & Investment Group May 2012 - June 2013
Merrill Lynch Private Banking & Investment Group May 2011 - May 2012
Merrill Lynch Private Banking & Investment Group May 2010 - May 2011
Peery Foundation September 2009 - January 2010
Education
UCLA Anderson School of Management 2013 — 2015
MBA, Finance
Brigham Young University
BS, Finance
Friends of Yemin Orde June 2013 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Royal Bank of Scotland 2008 - 2010
Bear Stearns 2001 - 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
Brandeis University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Compass Lexecon April 2013 - Present
Anchorage Capital August 2011 - March 2013
DM Construction and Management Co May 2008 - July 2011
Lincoln Investment Planning September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Research, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Corporate Finance, Asset Managment, Access, Bloomberg, Strategic Financial..., Valuation, Financial Planning
Education
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), magna cum laude, Economics, Business
Ranney School 2003 — 2007
Private Bank March 2011 - July 2014
Bank of America Merrill Lynch October 2007 - February 2011
New York Life May 2006 - August 2007
Boston University August 2003 - May 2005
Skills
Equities, Portfolio Management, Investments, Wealth Management, Asset Managment, Series 7, Financial Advisory, Strategic Financial..., Series 63, Credit Analysis, Financial Modeling, Credit, Asset Allocation, Financial Services, Mutual Funds, Asset Management
Education
Boston University 2003 — 2005
MA, Psychology/Neuroscience
Connecticut College 1996 — 2000
BA, Psychology
Bank of America Merrill Lynch May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2005 - September 2008
Skills
Eviews, Haver, Bloomberg Terminal, Econometrics, Real Estate Economics, Macroeconomics, Forecasting, Financial Modeling, Economics
Education
Boston University
Master of Arts (M.A.), Economics
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch January 2012 - October 2012
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Merrill Lynch October 2006 - March 2008
Merrill Lynch November 2001 - October 2006
Skills
Retirement, 401k, Product Marketing, Series 7, Relationship Management, Wealth Management, Financial Services, Defined Contribution, Financial Advisory, Program Management, Strategy, Mutual Funds, Product Management, Retirement Planning, Investments
Education
Rider University 1996 — 2000
MBA, Marketing
Bradley University 1989 — 1993
BA, International Business
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Windsor Financial Group LLC dba ASICS Retail May 2015 - Present
Off The Cuff Magazine January 2015 - May 2015
Bank of America Merrill Lynch May 2014 - August 2014
High Point University August 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Pearson Financial Advisors May 2012 - September 2012
Prime 1924 September 2011 - May 2012
ACT Logistics LLC April 2011 - September 2011
Owen Blicksilver Public Relations September 2010 - April 2011
Pete's Golf Pro Shop May 2009 - September 2010
Skills
Microsoft Office, Customer Service, Data Entry, PowerPoint, Microsoft Excel, Spreadsheets, Multi Tasking, Sales, Communication, Assistant Work, Bookkeeping, Filing, Organization, Inquiries, Cooking, Saute, Interpersonal Skill, Outstanding time..., Flexibility, Detailed Organization, Hard-worker, Highly Reliable, Time Management
Education
Boston University 2013 — 2016
Finance
High Point University 2011 — 2013
B.S.B.A., Business Administration/ Concentration in Entrepreneurship, Finance
Garden City High School 2008 — 2011
Advanced Regents Diploma
Bank of America Merrill Lynch June 2015 - August 2015
Partners of the Americas January 2015 - April 2015
Bank of America June 2014 - August 2014
WGBH June 2013 - August 2013
Pierce Atwood June 2012 - August 2012
The Steppingstone Foundation July 2011 - August 2011
Office of Massachusetts Representative Linda Dorcena Forry June 2011 - August 2011
Harvard School of Public Health July 2010 - August 2010
Skills
Human Resources, Government, Public Policy, Research, Administrative..., Teaching, Public Speaking, Fundraising, PowerPoint, Time Management
Education
Bucknell University 2012 — 2016
Bachelor's Degree, International Relations and Affairs
Boston Latin School 2008 — 2012
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
Peloton June 2014 - Present
Peloton August 2013 - May 2014
Peloton June 2012 - July 2013
Cerion Energy, Inc. September 2011 - December 2011
Brafton Inc. May 2011 - July 2011
Bank of America Merrill Lynch September 2010 - December 2010
Brafton Inc. June 2010 - August 2010
RuffaloCODY September 2009 - May 2010
Skills
Analytics, EPM, Project Management, Professional Services, Business Intelligence, Hyperion Planning, Hyperion EPM, EPMA, Essbase, Hyperion Financial..., Visio, SQL, Oracle SQL Developer, Troubleshooting, Data Analysis, Business Analysis, Management Consulting, Project Planning, Business Analytics, Oracle, Business Performance..., Dashboard, OBIEE, Data Warehousing, Hyperion Enterprise, Cognos, Hyperion
Education
University of Rochester 2008 — 2012
B.A., Economics & Legal Studies, 3.75
Boston Latin School 2004 — 2008
High School Diploma
New York University in London
John Hancock Financial Services August 2015 - Present
Wolters Kluwer April 2015 - August 2015
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch July 2010 - April 2015
University Credit Union January 2010 - July 2010
Skills
Six Sigma Green Belt..., ITIL Foundation..., Six Sigma, ITIL Certified, Business Process, Leadership, Analysis, Agile Methodologies, Microsoft Office, Microsoft Word, Project Planning, Project Management, PowerPoint
Education
Boston University 2007 — 2011
BSBA, Finance, Operations Management, International Management
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2010 - May 2015
Bank of America/Banc of America Investments November 2007 - March 2009
Bank of America 2008 - 2009
Bank of America 2008 - 2009
Bank of America September 2006 - October 2007
Bank of America January 2005 - September 2006
Skills
Banking, Business Relationship..., Business Development..., Team Leadership, Small Business..., Merchant Services, Commercial Banking, Manage Client..., Private Banking, Treasury Services, Cash-flow Management, Sales, Financial Services, Commercial Lending, Portfolio Management
Education
Brandeis University 2000 — 2004
Bachelor's Degree, Italian & Comparative Literature
Brandeis University 2000 — 2004
Minor, Legal Studies
Jefferies October 2013 - Present
Speyside Equity February 2013 - October 2013
Farfel LLC June 2012 - June 2013
Bank of America Merrill Lynch July 2010 - July 2012
Digital Trowel November 2009 - April 2010
ToolCASE LLC June 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) May 2008 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Financial Analysis, Bloomberg, Finance, Private Equity, Economics, Investment Banking
Education
Brandeis University 2006 — 2010
Cherry Creek High School
Bank of America January 2010 - Present
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch March 2003 - Present
Sitara Networks August 1998 - March 2003
Boston University September 1990 - May 2000
PlanetALL August 1997 - May 1998
Open Market, Inc. March 1995 - March 1997
Process Software Corporate March 1992 - March 1995
Digital Equipment Corporation 1987 - 1992
Skills
Cloud Computing, Requirements Analysis, Product Management, Vendor Management, Data Center, IT Strategy, Security, IT Management, Start-ups, Strategic Partnerships, Technology Management, Low Latency, Integration, Network Architecture, Network Security, Infrastructure, Technical Leadership, Software Development, Outsourcing, Architecture, IT Service Management, Financial Services, Information Technology, Management, Networking, Program Management, Storage, ITIL, Virtualization, IT Operations, Enterprise Software, Business Strategy, Strategy, Leadership
Education
Columbia University in the City of New York 2008 — 2010
EMS, Technology Management
Boston University 1987 — 1989
MS, Computer Science
Northeastern University 1983 — 1986
BS, Computer Science; Mathematics
public school 1978 — 1980
Vilniaus Universitetas
Mathematics
Bank of America Merrill Lynch January 2011 - Present
CA Technologies March 2007 - June 2010
CA Technologies October 2001 - March 2007
CA Technologies September 1998 - September 2001
CA Technologies November 1997 - September 1998
CA Technologies January 1996 - October 1997
CA Technologies July 1993 - December 1995
CA Technologies April 1991 - March 1993
CA Technologies August 1991 - December 1992
CA Technologies February 1989 - April 1991
Skills
Team Leadership, User Interface Design, System Architecture, DB2, SQL, COBOL, IBM Mainframe, Application Development, Data Modeling, Erwin, Software Development, .NET, CICS, C#, JCL, Unix, Requirements Analysis, Operating Systems, Testing, Mainframe, Architecture, SDLC, BAL, Enterprise Architecture, Oracle, Microsoft SQL Server, XML, Databases, Software Design, Software Engineering, Visual Studio, Solaris, Linux, C++, Software Documentation, Architectures, SOA, Database Design, Visual Basic, Agile Methodologies
Education
Bowling Green State University 1977 — 1978
Graduate-level coursework, Computer Science
University of Toledo 1970 — 1972
BEd, Physics, Secondary Education
Cornell University 1968 — 1970
Engineering, Physics
Aequitas Capital June 2015 - Present
Bank of America Merrill Lynch December 2010 - May 2015
SVB Financial Group February 2008 - November 2010
ACME CAPITAL ADVISORS, LLC 2004 - 2008
LIBRA SECURITIES, LLC 2003 - 2004
ALLSTATE INSURANCE COMPANY 1999 - 2003
ALLSTATE INSURANCE COMPANY 1997 - 1999
ALLSTATE INSURANCE COMPANY 1989 - 1996
AKIN GUMP STRAUSS HAUER & FELD 1987 - 1989
HOGAN & HARTSON 1986 - 1987
Skills
Investments, Cash Management, Portfolio Management, Financial Analysis, Banking, Capital Formation, Strategic Planning, Series 24, Series 7, Series 65, Series 63, Series 53, Chartered Financial..., Investment Strategies, Due Diligence, Restructuring, Financial Advisory, Finance, Insurance, Investment Banking, Capital Markets, Asset Management, Fixed Income, Private Placements, Loans, Structured Finance
Education
Boston University School of Law 1980 — 1983
J.D.
Oberlin College 1975 — 1979
A.B., History and Government
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Barclays July 2011 - May 2013
Incisive Media September 2008 - July 2009
Incentra Solutions June 2006 - May 2008
Level 3 Communications June 2005 - June 2006
Skills
Valuation, Financial Modeling, Accounting, Project Management, Corporate Finance, Strategy, Private Equity, Mergers & Acquisitions, Economics, Leadership, Investment Banking, Finance, Investments, Financial Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 2000 — 2005
BS, Finance and Accounting
Boston University 2008 — 2008
Advanced Accounting
University of Colorado Boulder 2000 — 2005
BM, Music Performance
Bear Creek High School 1996 — 2000
Biogen January 2015 - August 2015
Fidelity Investments November 2012 - December 2014
Fidelity Investments November 2011 - November 2012
RBS Citizens Group April 2011 - November 2011
Bank of America Merrill Lynch January 2010 - March 2011
Canton Public Library November 2009 - January 2010
The Greater Boston Food Bank November 2009 - January 2010
Massachusetts Conference for Women December 2009 - December 2009
Ponkapoag Action Committee April 2009 - July 2009
Fidelity Investments 2008 - 2008
Skills
PMO, PMP, Risk Management, Six Sigma, Project Management, Software Documentation, Requirements Analysis, Business Process, Cross-functional Team..., Vendor Management, Process Improvement, Program Management, Integration, Business Analysis, Financial Services, SDLC, Strategy, Quality Assurance, Management, Change Management, SharePoint
Education
University of New Hampshire - Whittemore School of Business and Economics
BS
Boston University
Northeastern University
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch August 2011 - July 2013
Bank of America Merrill Lynch August 2009 - August 2011
Chubb Insurance Company of Europe 2008 - 2008
Chubb May 2007 - August 2007
Skills
Market Risk, VAR, Portfolio Management, Analysis, Derivatives, Risk Management, Trading
Education
Boston University 2005 — 2009
BA, Economics & International Relations
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Ernst & Young June 2012 - August 2012
Bank of America Merrill Lynch October 2011 - January 2012
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Accounting, Cumulative GPA: 3.52/4.00
Bergen Catholic 2005 — 2009
High School
Bank of America Merrill Lynch June 2015 - Present
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
Boston University 2004 — 2008
Bachelor of Arts (B.A.)
Creative Strategy Solutions 2005 - Present
Unitarian Universalist United Nations Office Climate Change Initiative September 2012 - Present
EnerKnol (Formerly Energy Solutions Forum Inc.) March 2013 - April 2014
Bank of America Merrill Lynch December 2010 - May 2011
DeSilva and Phillips April 2009 - June 2009
AMC Networks August 1999 - May 2005
Fitch Ratings August 1997 - August 1999
Moody's Investors Service May 1993 - July 1997
SH&E May 1991 - April 1993
Self-employed May 1990 - April 1991
Skills
Marketing Strategy, Marketing, Business Strategy, Entrepreneurship, Strategic Planning, Product Development, Brand Management, Strategic Partnerships, Competitive Analysis, Integrated Marketing, Positioning, Digital Marketing, Social Media Marketing, Research, Market Research, New Business Development, Business Development, Sales, Start-ups, Public Relations, Strategy, Online Advertising, Online Marketing, Social Media, Management, Analysis, Leadership, Marketing Communications, B2B, Program Management, Consultative Sales, Budgeting and P&L..., Cross-functional Team..., Product Launch, Customer Retention, Client & Customer..., Supply Chain Management
Education
New York University
New York University - Center for Global Affairs 2015 — 2015
CGA-ACRE Certificate for Cleantech Professionals, Clean/Renewable Energy, Distributed Generation, Energy Efficiency, Entrepreneurship, Urban Planning
Harvard Business School 2004 — 2004
CTAMU Executive Education Program, coursework in marketing strategy, operations and finance
New York University - Leonard N. Stern School of Business
MBA, Finance and Marketing
Boston University
MA, International Economics
Boston University
BA, Economics
Bank of America Merrill Lynch July 2015 - Present
HU Green Team September 2014 - Present
Bank of America Merrill Lynch August 2014 - Present
Fala Portugues? June 2013 - Present
Clyde's Restaurant Group December 2011 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Enterprise Technology Services September 2013 - December 2013
Merrill Lynch May 2013 - August 2013
MLT 2013 - 2013
The Executive Leadership Council October 2012 - October 2012
Skills
Investment Banking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Conflict Resolution, Public Speaking, Social Media, Event Planning, Microsoft Office, Research, Facebook, Dance, Classical Ballet, Music Theory, Theatre, Therapeutic Massage, Yoga, Brazilian Portuguese, Emerging Markets, Emerging Technologies, Emerging Trends, Cultural Diversity, Cultural Awareness, Cultural Anthropology, Bloomberg, Bloomberg Terminal, Valuation, Financial Analysis, Financial Markets, Financial Modeling, Latin, Creative Writing, InDesign, Team Leadership, Data Analysis, Economics, Finance, Analysis, Restaurants, Performing Arts, International Relations, Management, Social Networking, Leadership, Teamwork, Sales
Education
Howard University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Boston Latin School 2005 — 2011
Fundação Getulio Vargas
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan May 2012 - November 2014
Bank of America Merrill Lynch June 2010 - May 2012
Goldman Sachs June 2009 - August 2009
Allegra Strategies July 2008 - August 2008
Skills
Banking, Finance, Financial Modeling, Fixed Income, Credit Analysis, Derivatives, PowerPoint, Microsoft Excel, Corporate Finance, Capital Markets, Financial Analysis, Credit, Financial Risk, Risk Management, Analysis, Microsoft Office, Financial Services
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science in Business Administration, Dual Concentration: Finance and Business Law, Minor: Economics
Bank of America Merrill Lynch June 2015 - August 2015
Camber Capital Management June 2014 - August 2014
Harvard University Department of Economics September 2013 - May 2014
The Harvard Shop December 2013 - March 2014
Widener Library October 2012 - May 2013
Skills
Leadership, Teen Dating Violence..., Event Planning, Customer Service
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.)
Boston Latin School 2008 — 2012
4.2
Glassdoor September 2014 - Present
Bank of America Merrill Lynch 2013 - 2014
Credit Suisse August 2010 - March 2013
Bloomberg LP August 2008 - July 2010
Bloomberg LP August 2007 - July 2008
Bloomberg LP September 2006 - July 2007
Bloomberg LP December 2005 - August 2006
Skills
Sales, Leadership, Enterprise Software, Account Management, Start-ups, Sales Presentations, SaaS, Finance, Lead Generation, Solution Selling, Electronic Trading, Capital Markets, Sales Management, Analytics, Electronic Trading..., Equity Capital Markets
Education
Boston University 2000 — 2004
Bachelor of Arts (B.A.), International Relations and National Security Studies
Tenfore Holdings 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Wells Fargo Securities June 2011 - July 2011
Bank of America-Merrill Lynch June 2010 - August 2010
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics
RSM Erasmus Universiteit / Rotterdam School of Management
Foreign Exchange, Finance
Pine River Capital Management June 2015 - August 2015
Round Hill Capital February 2015 - April 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, SharePoint, Data Analysis, Leadership, Outlook
Education
Boston University Questrom School of Business 2012 — 2016
BS Business Administration, Finance
Saint Joseph Regional High School 2008 — 2012
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Bank of America Merrill Lynch June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook, Management, English, Windows, Sales
Education
Boston University Questrom School of Business 2014 — 2018
Bachelor's Degree, Accounting and Finance, Freshman
Calvert Hall College High School 2010 — 2014
High School
Carolina Herrera May 2013 - August 2013
Bank of America Merrill Lynch February 2010 - September 2011
Bank of America Merrill Lynch February 2008 - February 2010
Bank of America Merrill Lynch July 2006 - February 2008
Education
Columbia University - Columbia Business School
MBA, Class of 2013
Boston University 2002 — 2006
Bank of America Merrill Lynch July 2014 - Present
ING Financial Partners May 2013 - July 2014
UBS February 2013 - May 2013
Skills
Financial Planning, Financial Analysis, Finance, Microsoft Office, PowerPoint, Hotels, Event Planning, Tourism, Investments, Social Networking
Education
Boston University
Bachelor's of Business Administration, Finance
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
RBS Markets and International Banking October 2012 - December 2012
Bank of America Merrill Lynch July 2012 - September 2012
SLS Financial Solutions June 2011 - August 2011
Education
Wake Forest University 2010 — 2014
Bachelor of Science (BS), Finance, Cum Laude
Boston University 2012 — 2012
Boston University Questrom School of Business September 2014 - Present
College AppAssist Incorporated February 2015 - Present
BU Finance & Investment Club Student Managed Investment Fund September 2013 - Present
Bank of America Merrill Lynch May 2015 - August 2015
PwC July 2015 - July 2015
Deloitte June 2015 - June 2015
Intergenerational Literacy Program August 2013 - May 2014
Jersey Gardens Landscaping September 2009 - August 2013
Skills
Accounting, Teaching, Time Management, Analysis, Public Speaking, Teamwork, Business Writing, Fluent in Spanish, Project Management
Education
Boston University 2013 — 2017
Bachelor of Science in Business Administration; Advanced Core Curriculum, Accounting, Finance, and Business Law
Bridgewater-Raritan High School 2009 — 2013
Bank of America Merrill Lynch July 2015 - Present
Prudential Financial June 2014 - August 2014
Connect Ireland April 2014 - June 2014
The Florence & Chafetz Hillel House at Boston University January 2013 - 2014
Zurich North America May 2013 - August 2013
SpeakEasy Stage Company September 2012 - December 2012
Skills
Musical Theatre, Theatre, Arts Administration, Stage Management, Performing Arts, Databases, Microsoft Office, Photoshop, Teamwork, Writing, Grant Writing, English Literature, Fundraising, Event Planning, Access, Facebook, Social Networking, Microsoft Excel, Cross-functional Team..., Organizational Behavior, Social Media, PowerPoint, Editing, Animal Rights
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, Cum Laude
University College Dublin 2014 — 2014
International Business
Glen Rock High School 2007 — 2011
3.89
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch June 2012 - October 2013
PLC International, Inc. November 2008 - July 2010
PLC International, Inc. November 2007 - November 2008
PLC International, Inc. January 2007 - November 2007
Skills
Financial Analysis, Analysis, Teamwork, Corporate Finance, Financial Modeling, Management, Strategy, Banking, Market Research, Sales, Strategic Planning, Competitive Analysis, Finance, Data Analysis, Leadership Development, Business Strategy, Business Analysis, Management Consulting, Energy, Cross-functional Team...
Education
Boston University - School of Management 2010 — 2012
MBA, Strategy and Finance
Florida International University
Bachelor of Science, International Relations
Palmer Trinity School
High School Diploma
Bank of America Merrill Lynch August 2014 - April 2015
Cole Valley Partners March 2014 - August 2014
Healthcare Company September 2013 - March 2014
Sony Pictures Entertainment October 2005 - August 2011
Sony Pictures Entertainment May 2005 - October 2005
Sony Pictures Entertainment November 2003 - May 2005
Skills
Public Policy, Research, Non-profits, Fundraising, Policy Analysis, Public Speaking, Volunteer Management, Nonprofits, Program Development, Strategic Communications, Social Media, Management, Higher Education, Government, Data Analysis, Event Planning, Editing, Community Outreach, Qualitative Research
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Strategy and Finance
Haas School of Business, UC Berkeley
Master’s Degree, Management of Organizations
Bowdoin College
BA, History
SunTrust February 2015 - May 2015
Self-Employed August 2014 - February 2015
Bank of America January 2013 - February 2014
Bank of America May 2012 - January 2013
Bank of America Merrill Lynch April 2010 - May 2012
Bank of America Merrill Lynch October 2007 - April 2010
Banc of America Investment Services, Inc./ Bank of America Corp. November 2005 - October 2007
Bank of America January 2004 - November 2005
KCEN-TV (NBC) August 2003 - December 2003
KNOP-TV (NBC) April 2002 - August 2003
Skills
Banking, Change Management, Process Improvement, Project Management, Analysis, Business Analysis, Corporate Communications, Portfolio Management, Employee Engagement, Microsoft Office, Public Speaking, Customer Service, Mergers & Acquisitions, Interviews, Writing, Management Consulting, Strategic Communications, Communications Planning, Interviewing, Compliance, Treasury Services, Financial Risk, Vendor Management, Training, Strategic Planning, Mortgage Banking, Retail Banking, Business Process..., Internal Communications, Procedure Development, Company Newsletters, Copy Editing, Video Production, Television News, Regulatory Requirements, Financial Regulation, Investment Banking, Commercial Banking
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts in Communication, Television/ Interpersonal Communication
Bank of America Merrill Lynch December 2011 - Present
On-Line Realty of Boston LLC. June 2010 - February 2011
Northwestern Mutual August 2009 - December 2009
William Pitt Sotheby's International Realty July 2009 - September 2009
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Microsoft Word, Employee Benefits, Research, Analysis, Statistics, Budgets, Sales, Forecasting, Event Planning, Process Improvement, Facebook, Negotiation, Social Media, Investments
Education
Boston University 2010 — 2012
Management Studies, Management Studies
Union College 2007 — 2009
Economics
The Brunswick School 2005 — 2007
Peter J. Solomon Company July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
J.P. Morgan Asset Management April 2010 - August 2011
J.P. Morgan Asset Management July 2007 - March 2010
FXCM June 2003 - June 2007
Education
The University of Chicago Booth School of Business 2011 — 2013
Forte Fellow and Class of 2013, Concentrations in Accounting, Finance and Managerial and Organizational Behavior
Boston University - School of Management
BBA, Concentrations in Finance and Marketing
Stuyvesant High School
Bank of America Merrill Lynch November 2014 - Present
Arbella Insurance Group December 2012 - November 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Printers, Copying, Graphic Design, InDesign, Adobe Acrobat, Adobe Design Programs, OS X, Training, Leadership, Time Management, Team Building, Access, Outlook, Microsoft Office
Education
New England College of Business and Finance 2013 — 2016
Bachelor's degree, Business Administration and Management, General
Bridgewater State University 2011 — 2012
Bristol Plymouth High School 2007 — 2011
Early Childhood Education and Teaching
Bank of America Merrill Lynch August 2015 - August 2015
The Inn at Ca'mea June 2015 - July 2015
Bank of America Merrill Lynch May 2015 - May 2015
The Ritz London February 2015 - April 2015
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America Merrill Lynch March 2014 - March 2014
Bank of America Merrill Lynch June 2013 - September 2013
Bank of America Merrill Lynch July 2013 - July 2013
St. Regis New York March 2012 - May 2012
PSCH June 2011 - September 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
Boston University 2012 — 2016
Hospitality
Boston University 2012 — 2016
Boston University School of Management September 2011 - Present
Bank of America Merrill Lynch June 2014 - August 2014
BNP Paribas June 2013 - August 2013
Boston University School of Management September 2012 - May 2013
Polar Puffs & Cakes, Singapore May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, Digital Photography, Photography, Management
Education
Boston University - School of Management 2011 — 2015
BS, Finance and International Relations
Bank of America Merrill Lynch April 2015 - Present
Brandeis Student Consultancy: Citizens Bank Project February 2015 - 2015
Tech Data May 2014 - August 2014
Rosenbach Diagnostic Radiology Consulting 2007 - 2012
Quiksilver 2010 - 2011
Skills
Economics, Microsoft Office, Econometrics, Marketing, Social Media Marketing, Business Analysis, Mac OS, Windows, Computers, People Skills, People-oriented, Sociology, Stata, Market Research, Customer Service, Teamwork, Social Media, Leadership, Data Analysis, Public Speaking, Salesforce.com, Microsoft Word, PowerPoint, Research, Event Planning, Microsoft Excel, Social Networking, Time Management, Editing, Management, Fundraising, Brand Development, Spanish, Financial Analysis
Education
Brandeis University 2011 — 2015
Bachelor's Degree, Economics and Business
State Street Bank & Trust Co. 2013 - Present
Southern New Hampshire University & Bunker Hill Community College 2014 - Present
Santander Bank, N.A. 2011 - 2013
Bank of America Merrill Lynch 2002 - 2011
Skills
Credit Analysis, Commercial Lending, Retirement Planning, Investments, Private Banking, Credit, Certified Financial..., Commercial Banking, Loans, Financial Analysis, Finance, Financial Services
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Business Administration, Finance
Curry College 1997 — 2001
Bachelor of Arts, Business Management
Boston University
Certificate, Financial Planning Program
Northeastern University
Certificate, Commercial Credit Training Program
Riverside Abstract, LLC January 2013 - Present
The Garden City Group 2010 - 2011
Vintage Filings, LLC (a PR Newswire Company) January 2008 - March 2010
Egatniv, LLC (a division of Vintage Filings) August 2007 - December 2007
Guzov Ofsink, LLC May 2006 - October 2006
Commodity Futures Trading Commission 2004 - 2004
Bank of America Merrill Lynch 1998 - 2001
Skills
Corporate Law, Financial Modeling, Private Equity, Real Estate, Commercial Litigation, Securities Regulation, Litigation, Securities, Mergers & Acquisitions, Legal Research
Education
Benjaimin N. Cardozo School of Law 2002 — 2005
J.D., Law
Brandeis University 1998 — 2002
B.A, Economics
Ramaz 1994 — 1997
Bar Admission, New York
Investment Banking Institute
YNA
Deloitte November 2014 - Present
Capgemini Consulting July 2013 - October 2014
Bank of America Merrill Lynch November 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Avid Technology March 2010 - August 2011
Parametric Technology Corporation February 2007 - March 2010
Stella McCartney January 2006 - April 2006
Salon Esprit May 2005 - August 2005
Skills
Salesforce.com, Microsoft Office, Training Delivery, Customer Relations, Data Analysis, PowerPoint, Excel, Outlook, Microsoft Excel, Change Management, Customer Service, Microsoft Word, Human Resources, Training, Coaching, Leadership Development, Sales, Consulting
Education
Teachers College of Columbia University 2011 — 2013
MA, Organizational Psychology
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Organizational Behavior
Bank of America June 2015 - Present
Bank of America June 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
Barclays Wealth and Investment Management September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, SharePoint, PowerPoint, Computer Proficiency, Microsoft Office, CPS, Capital Markets, Leadership, Access, Financial Modeling, Teamwork, Risk Management
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Boston University
Finance and Economics, Junior
BNP Paribas May 2015 - Present
BNP Paribas March 2013 - April 2015
Bank of America Merrill Lynch July 2011 - March 2013
Bank of America Merrill Lynch June 2010 - August 2010
Boston University 2009 - 2010
Skills
Microsoft Excel, Financial Analysis, Liquidity, Microsoft Office, Treasury Management, Treasury Services, Financial Modeling, Investment Banking, Leadership, Analysis, PowerPoint, Risk Management, Data Analysis, Portfolio Management, Equities, Valuation
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance
Leverage Academy 2010 — 2010
Training Course, Investment Banking, Private Equity
Morgan Levine Dolan, P.C. October 2011 - Present
Bank of America Merrill Lynch September 2009 - September 2010
McDermott Will & Emery LLP March 2007 - August 2009
Hawkins Delafield & Wood LLP June 2006 - March 2007
Fensterstock & Partners LLP September 2003 - May 2006
Honorable John T.J. Kelly, Jr., Superior Court of Pennsylvania June 2001 - August 2001
Skadden Arps March 1999 - August 2000
Taylor Duane Barton & Gilman, LLP June 1998 - December 1998
Skills
Torts, Litigation, Legal Writing, Commercial Litigation, Arbitration, Class Actions, Appeals, Legal Advice, Corporate Law, Courts, Employment Law, Dispute Resolution, Civil Litigation, Legal Research, Securities Regulation, Intellectual Property
Education
Villanova University School of Law 2000 — 2003
JD
Bowdoin College 1994 — 1998
BA, Major in Psychology, Minor in English
Flinders University 1996 — 1996
Study Abroad, Adelaide, South Australia
Phillips Academy (Andover) 1991 — 1994
Bank of America Merrill Lynch July 2013 - Present
Joie de Vivre Hospitality June 2012 - August 2012
Boston Harbor Hotel June 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, English, Outlook, Microsoft Office, Customer Service, Research, Public Speaking, Google Analytics, Windows, Corporate Finance, Financial Modeling, Liquidity Management, Treasury Management, Analysis, Analytics, Budgets, URL, DDSA, eZ Publish, Digital Alchemy, Yelp, Google Places, Social Media, Market Research
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Hospitality Administration/Management
Brooks School 2005 — 2009
NaviNet May 2015 - Present
athenahealth October 2013 - April 2015
. August 2012 - September 2013
New York Angels, Inc. September 2011 - August 2013
Virtual Labs, Inc. (VYou) June 2011 - August 2011
Bank of America Merrill Lynch June 2007 - May 2010
Pyramid Research March 2006 - April 2007
The Home Depot June 2005 - August 2005
L'Oreal May 2004 - August 2004
Betania May 2003 - August 2003
Skills
Business Development, Market Research, Consumer Insights, Valuation, Client Relationship..., Proposal Drafting, Financial Modeling, Forecasting, Strategic Partnerships, Social Media Strategy, Social Media Marketing, Start-ups, Project Management, Marketing, Analytics, Digital Strategy, Finance, Leadership, Business Strategy, Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Specializations: Entrepreneurship, Finance, Marketing
McGill University 2001 — 2005
Bachelor of Commerce, Major: Finance, Minor: Marketing
Boston Latin School 1993 — 2001
Bank of America Merrill Lynch November 2011 - November 2013
Wells Fargo March 2007 - November 2011
Skills
Finance, Economics, Strategic Planning, Business Planning, Business Strategy, Series 7, Retirement Planning, Wealth Management, Management Consulting, Entrepreneurship, Strategy, Business Development
Education
Boston University
Bachelor of Science (BS), Economics
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA), Finance
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2013 - May 2015
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch March 2010 - October 2011
Merrill Lynch February 2006 - March 2010
Merrill Lynch February 2004 - February 2006
Merrill Lynch July 2001 - February 2004
Skills
Fluent in Portuguese,..., Derivatives, Fixed Income, Bloomberg, Trading, Swaps, Bonds, Interest Rate Swaps, Rates
Education
Boston University
Bachelor of Arts, International Business and Economics
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
Bank of New York Mellon June 2012 - August 2012
Boston University July 2010 - June 2012
Skills
Microsoft Excel, Economics, Finance, Financial Analysis, Data Analysis, PowerPoint, Bloomberg Terminal, Financial Modeling, Fixed Income, Python, Statistics, Stata, Social Media Marketing, Access, Microsoft Word, Microsoft Office, SPSS, US Treasuries, Investment Management, High Yield, FactSet
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree
Bronx High School of Science 2006 — 2010
High School Diploma
Bank of America Merrill Lynch June 2011 - Present
Emerging Leaders Program - UMass Boston May 2010 - Present
Santander USA April 2006 - June 2011
M1NT, Inc. January 2008 - 2010
Skills
Investments, Portfolio Management, Banking, Financial Analysis, Finance, Business Development, Loans, Commercial Banking, Corporate Finance, Leadership, Executive Management, Credit, Relationship Management, Program Management, Management, Selling, Sales, Recruiting, Cash Management, Strategy, Treasury Management, Risk Management, Financial Services, Financial Modeling, Business Planning, Mergers & Acquisitions, Business Strategy, Valuation, Trading, Start-ups
Education
University of Massachusetts Boston 2009 — 2009
2009 Cohart, Emerging Leaders Program
Boston University
Master Degree, Master in Finance
Boston World Partnerships
Connector
Isenberg School of Management, UMass Amherst
Finance and Marketing, Double Major and Minor in Psychology
Chatham Financial May 2015 - Present
Bank of America Merrill Lynch April 2011 - April 2015
Bank of America Merrill Lynch June 2010 - August 2010
NERA Economic Consulting July 2006 - May 2009
Skills
Interest Rate Swaps, Fixed Income Analysis, Financial Modeling, Data Analysis, Quantitative Analytics, VBA, Python, Stata, Microsoft Excel, Bloomberg, Fixed Income, Matlab, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2010
MS, Computational Finance
Bowdoin College 2002 — 2006
B.A., Economics, Mathematics, Computer Science
i2 Holding Group LLC March 2013 - Present
HCAP August 2014 - Present
Shotfarm LLC May 2011 - Present
Miner Labs, Inc. February 2014 - Present
Westport Innovation HUB September 2013 - Present
UBS Investment Bank August 2011 - December 2012
Bank of America Merrill Lynch February 1998 - August 2011
JPMorgan Chase May 1990 - February 1998
Skills
Investments, Alternative Investments, Asset Managment, Securities, Financial Markets, Bonds, Interest Rate..., Global Marketing, Fixed Income, Asset Management, Swaps, Trading, Management, Investment Management, Financial Advisory, Business Development, Capital Markets, Funding, Financial Services, Valuation, Currency, Equity Trading, Finance, Hedge Funds, Interest Rate Swaps, Angel Investing, Commercial Real Estate, Real Estate
Education
The University of Chicago - Booth School of Business 1990 — 1993
MBA, Finance
Bradley University 1984 — 1988
BS, Finance
Silicon Valley Bank June 2014 - Present
Silicon Valley Bank July 2012 - June 2014
Bank of America Merrill Lynch January 2001 - July 2012
Skills
Corporate Finance, Financial Modeling, Private Equity, Capital Markets, Investments, Finance, Banking, Asset Management, Credit Analysis, Venture Capital, Loans, Financial Structuring, Financial Services, Entrepreneurship, Relationship Management
Education
Boston University
University of Rhode Island
Fidelity Investments January 2012 - Present
Bank of America Merrill Lynch May 2010 - January 2012
Morgan Stanley January 2008 - January 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments July 2004 - December 2005
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Strategy, Investments, Financial Advisory, Competitive Analysis, Financial Services, Finance, Management, Financial Planning
Education
Boston University 2001 — 2004
MBA, International Management
University of Connecticut 1990 — 1994
BA, Business
Bank of America Merrill Lynch April 2015 - Present
Landing Point LLC March 2012 - Present
XR Trading LLC May 2008 - February 2012
Bank of America January 2004 - May 2008
Bank of America January 2001 - January 2004
Associate Attorney Experience June 1996 - December 2000
Skills
Derivatives, Trading, Middle Office, Capital Markets, Documentation, Software Documentation, Legal, Legal Documents, Compliance, Leadership, Leadership Development, Business Strategy, Strategy, Optimization, Efficiency, Operational Efficiency, Options, Fixed Income, Risk Management, Management, Hedge Funds, Electronic Trading, Equities, Equity Trading, Start-ups, Hedging, Securities, FX Options, Investment Banking, Proprietary Trading
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1993 — 1996
JD - With Honors, J.D.
Bradley University 1989 — 1992
B.S. Cum Laude, Political Science with concentration in Economics and Philosophy
Noble Group October 2012 - Present
LS Power March 2011 - September 2012
Bank of America Merrill Lynch July 2006 - February 2011
GE Energy Financial Services June 2005 - August 2005
Education
Boston University Questrom School of Business 2002 — 2006
Bachelors
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch July 2010 - May 2011
Bank of America Merrill Lynch May 2007 - June 2010
Bank of America September 2006 - May 2007
Skills
Leveraged Finance, Debt, Financial Modeling, Valuation, High Yield, Energy, Investment Banking, Credit Analysis, LBO, M&A due diligence, Legal Documentation, Series 63, Series 79, Capital Markets, Bloomberg, High Yield Bonds, Fixed Income
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch October 2009 - September 2011
Merrill Lynch May 2008 - October 2009
Bear Stearns July 2007 - May 2008
Boston Medical Center September 2006 - August 2007
Reputation Institute 2006 - 2006
Skills
Equity Derivatives, Finance, Financial Modeling, Middle Office
Education
Boston University 2003 — 2007
Boston University Questrom School of Business 2003 — 2007
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch April 2000 - January 2012
Cambridge Technology Partners September 1997 - March 2000
NYNEX Science & Technology December 1994 - August 1997
Skills
Equities, Trading Systems, Prime Brokerage, Corporate Actions, Unix, Equity Trading, Sybase, Fixed Income, Trading, Middle Office, Oracle, Java, Portfolio Management, Electronic Trading, Perl, Capital Markets, Derivatives, Hedge Funds
Education
Boston University
MS, Electrical Engineering
Boston University
BS, Systems Engineering - Communications Concentration
Stuyvesant High School
BMO Capital Markets March 2014 - Present
BMO Capital Markets June 2013 - October 2013
Bank of America Merrill Lynch October 2010 - May 2013
PPM America April 2008 - March 2011
Bank of America April 2006 - April 2008
Bank of America January 2004 - April 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance
Bradley University 1999 — 2003
Bachelor of Science, Finance
Bank of America Merrill Lynch April 2013 - Present
UBS Securities LLC April 2011 - April 2013
Bank of America Merrill Lynch February 2005 - March 2011
Dewey Ballantine LLP October 1999 - February 2005
Skills
Corporate Governance, Securities, Corporate Law, Mergers, Securities Regulation, Capital Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Private Equity, Structured Finance, Hedge Funds
Education
Boston University School of Law 1996 — 1999
JD
Brown University 1990 — 1994
AB
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2011 - Present
Bank of America December 2004 - October 2011
Skills
Banking, Coaching, Credit, Loans, Mortgage Lending, Retail Banking, Relationship Management, Training, Performance Management, Learning Management, Training Delivery, Change Management, Employee Training
Education
Boston University 2002 — 2004
Master of Music, Vocal Performance
Ithaca College 1997 — 2001
Bachelor of Music, Vocal Performance
MTN Guinea Bissau May 2015 - Present
Bank of America Merrill Lynch June 2014 - November 2014
Massachusetts Department of Unemployment September 2013 - April 2014
Aetna Student Health Insurance June 2013 - September 2013
AARP September 2012 - October 2012
Tracey and Company; First Help Financial January 2011 - March 2011
State Street Corporation June 2006 - September 2010
J.P. Morgan November 2001 - June 2006
J.P. Morgan November 2001 - June 2006
LTX Corporation April 1996 - September 2001
Skills
Working in a realiable..., Working continuously..., Effectively using..., Accepting change and..., Working cooperatively..., Avoid unethical..., Checking each item or..., understanding..., Focusing on task..., listening to what..., Fund Accounting, Equities, Alternative Investments, Finance, Mutual Funds, Account Reconciliation, Portfolio Management, Accounting, Financial Analysis, General Ledger, Financial Statements, Payroll, Cash Management, Budgets, Tax, Accounts Receivable, Accounts Payable, Financial Reporting, Banking, Fixed Assets, Journal Entries, Bank Reconciliation, Auditing, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Corporate Finance, Risk Management, Trading, Investments, Internal Audit, Internal Controls, Asset Management, Valuation, Fixed Income, Fund Administration, US GAAP, Private Equity, Invoicing, Microsoft Excel
Education
Boston University 2001 — 2004
Master in Administrative Studies, Finance Economics
Boston University 2001 — 2004
Masters in Administrative Studies, Finance Economics
University of Massachusetts Boston 1994 — 1998
BA, Accounting
University of Massachusetts Boston 1994 — 1998
Bachelor of Science (B.S.), Accounting/Finance
Hotel School of Management 1985 — 1989
Hotel Management, Business, Management, Marketing, and Related Support Services
liceu Domingos Ramos 1973 — 1982
High School, Science
Bank of America Merrill Lynch May 2014 - Present
Hill Holliday 2010 - February 2014
Hill Holliday 2008 - 2010
Putnam Investments 1993 - 2007
Worth Magazine 1991 - 1993
Fidelity Investments 1987 - 1991
Javelin Software 1985 - 1986
Little, Brown and Company 1975 - 1980
Skills
Editing, Writing, Social Media, Copywriting, Email Marketing, Social Media Marketing, Marketing Communications, White Papers, Advertising, Blogging, Integrated Marketing, Creative Direction, Online Advertising, Newsletters, Market Research, Marketing Strategy, Editorial, Digital Strategy, Copy Editing, Publications, Magazines, Publishing
Education
Simmons College - Simmons School of Management 1981 — 1983
Master of Business Administration (MBA), Marketing
Boston University 1975 — 1976
MFA, Creative Writing
Simmons College 1967 — 1971
B.A., English
Bank of America Merrill Lynch May 2010 - Present
Millennium Partners March 2009 - July 2010
NYSE 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Trading Systems, Equities, Smart Order Routing, Routing, Electronic Trading, Market Data, Options, Derivatives
Education
Boston University 1999 — 2003
OrbiMed April 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2013
Bear Stearns Asset Management August 2005 - March 2007
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds
Education
Brandeis University 2001 — 2005
Economics
Greenhill 1997 — 2001
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
Citi September 2014 - Present
Bank of America Merrill Lynch April 2013 - September 2014
Citi October 2012 - April 2013
Macquarie Group August 2011 - October 2012
Viacom January 2010 - August 2011
National Vacuum Corporation August 2008 - December 2008
Zouk Capital May 2007 - August 2007
Skills
SNL, Bloomberg, Microsoft Excel
Education
Boston University - School of Management 2004 — 2008
Bachelors in Business Administration, Finance
Bank of America Merrill lynch July 2014 - Present
pnlClik, LLC May 2013 - May 2014
Scotiabank August 2012 - May 2013
Scotiabank January 2011 - July 2012
Skills
VBA, SQL, Microsoft Excel, Microsoft Office, Access, Data Modeling, Fixed Income, Equities, Business Analysis, Account Reconciliation, Securities, Trading
Education
Brandeis University 1998 — 2002
Bachelor of Arts (BA), Economics
Brandeis University 1998 — 2002
Bachelor of Arts (B.A.), Economics
LIU Post September 2012 - July 2015
UBS Financial Services, Inc April 2012 - January 2015
Bank of America Merrill Lynch May 2009 - April 2012
Merrill Lynch March 2007 - May 2009
Skills
Customer Service, Fixed Income, Data Analysis, Investments, Series 7, Wealth Management, Retirement Planning
Education
LIU Post 2012 — 2015
Master of Science (MS), Clinical Laboratory Science/Medical Technology/Technologist, 4.0
Boston University 2002 — 2007
Bachelor of Science (BS), Nutrition Sciences
Bank of America Merrill Lynch August 2009 - Present
Houlihan Lokey July 2008 - August 2009
National City Bank June 2002 - June 2008
Education
Bradley University
B.S., Finance and Economics
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Entrepreneurship
Bank of America Merrill Lynch June 1984 - Present
Merrill Lynch 1984 - Present
Skills
Fixed Income, Capital Markets, Structured Finance, Mortgage Servicing, Asset Management, Loss Mitigation, Mortgage, Mortgage Banking, Series 7, ABS, MBS, Securitization, Bonds, Trading, Residential Mortgages, Financial Markets, Portfolio Management, Credit Risk, Banking, Credit, Loans, Mortgage Lending, Financial Structuring, Securities, Structured Products
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Bowdoin College 1976 — 1980
BA, Afro-American Studies and History
Bank of America Merrill Lynch August 2014 - Present
RBC Capital Markets September 2012 - November 2013
Lazard Capital Markets August 2010 - March 2012
RBS January 2008 - December 2010
Skills
Bloomberg, Equities, Fixed Income, Series 7, Equity Research, Social Media, Portfolio Management, Online Advertising, Financial Modeling, Hedge Funds, Microsoft Excel, Capital Markets, PowerPoint, Social Media Marketing, Investment Banking
Education
Boston University - School of Management 2003 — 2007
Bachelors of Business Administration
Fifth Third Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Bank of America February 2009 - February 2011
Bank of America February 2006 - February 2009
Bank of America September 2000 - February 2006
Bank of America April 1998 - September 2000
Bank of America August 1989 - April 1998
Chemical Bank March 1987 - August 1989
Exchange Bank January 1982 - March 1987
Skills
Strategy, Treasury Management, Strategic Planning, Leadership, Commercial Banking, Treasury Services, Sales, Financial Modeling, Management, Portfolio Management, Customer Service, Relationship Management, Mergers, Banking, Cash Management, Payments, Organizational..., Financial Analysis, Credit, Coaching, Human Resources, Loans, Credit Cards, Recruiting, Middle Market, Sales Management, Marketing, Commercial Lending, Financial Services, Treasury, Executive Management, Credit Risk, Risk Management
Education
Bowling Green State University 1977 — 1981
Bachelor of Science - Business Administration, Journalism/Public Relations
Stephens Inc. September 2014 - Present
Bank of America Merrill Lynch May 2011 - September 2013
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments
Education
Boston University School of Law 2004 — 2007
Juris Doctorate, Law
Bucknell University 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
TIAA-CREF July 2013 - Present
Bank of America March 2003 - June 2013
Bank of America 2005 - 2011
Bank of America Merrill Lynch December 2008 - August 2010
Bank of America June 2007 - December 2008
Bank of America August 2005 - June 2007
Bank of America December 2003 - August 2005
Wells Fargo Financial February 2001 - March 2003
ThnkLink 1999 - 2001
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Business Administration
University of New Hampshire 1990 — 1994
BA, Economics
University of New Hampshire 1990 — 1994
BA, Political Science
Bank of America Merrill Lynch April 2015 - Present
Barclays Capital June 2010 - Present
UBS July 2007 - June 2010
Skills
Java, Java Concurrency, Business Analysis, SQL, Agile Methodologies, SDLC, XML, Unix, Sybase, Trading Systems, Perl, Spring, Microsoft SQL Server, Finance
Education
Boston University 2003 — 2007
Undergraduate, Computer Science, Finance
Bank of America July 2015 - Present
Bank of America Merrill Lynch April 2008 - February 2015
Bank of America April 1998 - April 2008
Bank of America May 1996 - April 1998
GATX May 1994 - May 1996
Stone Container Corporation August 1991 - May 1994
Appleton Electric March 1988 - August 1991
Skills
Risk Management, Financial Risk, Trading Systems, Banking, SDLC, Derivatives, Vendor Management, Financial Services, PMO, Capital Markets, Business Analysis, Portfolio Management, Project Management, Fixed Income, Investment Banking, Management, Financial Analysis, Equities, Financial Modeling, Integration, Trading, IT Strategy, Process Improvement, Finance, Change Management
Education
Northwestern University
Project Management Certificate Program
Bradley University
Bachelor of Science (BS) in Computer Science, minor in Business Administration
Bank of America Merrill Lynch October 2006 - Present
Law Office of Andrew M Corwin February 1996 - July 2003
Eskenas, Schossberg & Kaplan October 1987 - November 1995
Skills
Securities, Investments, Financial Services, Wealth Management, Equities, Banking, Financial Analysis, Series 7, Asset Management, Risk Management, Mutual Funds
Education
Boston University School of Law 1983 — 1986
JD, LAW
Emory University 1979 — 1983
BA, History
Boston University Questrom School of Business September 2013 - Present
Cognizant Business Consulting June 2015 - August 2015
Bank of America Merrill Lynch September 2013 - August 2014
Bank of America Merrill Lynch December 2011 - August 2013
Bank of America Merrill Lynch December 2009 - November 2011
Palmetto Health January 2009 - May 2009
K&M Landscaping April 2004 - August 2007
Skills
Financial Analysis, Credit Analysis, Analysis, Microsoft Excel, Finance, Leadership, Strategy, Financial Modeling, Entrepreneurship, BCBS 239, Process Improvement, Teamwork, Credit Risk, Problem Solving, Data Analysis, Capital Markets, Market Research, Market Analysis, Risk Assessment, Communication, Corporate Finance, Financial Services, Operations Management, Valuation, Banking, Microsoft Office, Microsoft Word, Basel III
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), 3.77
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelor's Degree, Business Administration, 3.71
Voya Financial June 2012 - Present
Bank of America Merrill Lynch July 2010 - May 2012
Fidelity Investments August 1990 - July 2010
Education
Boston University 1986 — 1990
BA, Economics & Mathematics
Katten Muchin Rosenman LLP May 2014 - Present
Northwestern University School of Law August 2012 - May 2015
US Bank February 2011 - August 2012
Bank of America Merrill Lynch July 2009 - February 2011
Bank of America July 2008 - July 2009
Edward Jones June 2007 - September 2007
Education
Northwestern University School of Law 2012 — 2015
Bradley University 2004 — 2008
BS, Finance, Economics
Bank of America Merrill Lynch July 2010 - Present
Skills
Commercial Banking, Banking, Credit, Portfolio Management, Series 7, Wealth Management
Education
Brandeis University 1998 — 2002
BS, Economics
New York Business Development Corporation November 2012 - October 2014
US Small Business Administration August 2011 - November 2012
Bank of America Merrill Lynch August 2009 - July 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers July 2006 - September 2008
Lehman Brothers 2003 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Policy Analysis, Community Economic..., Small Business Lending, Investments, Capital Markets, Investment Management, Alternative Investments, Finance, Nonprofits, Due Diligence, Portfolio Management
Education
Bowdoin College 2002 — 2006
BA, English, Economics
Bank of America Merrill Lynch January 2015 - August 2015
Bank of America Merrill Lynch January 2013 - January 2015
Bank of America Merrill Lynch June 2011 - January 2013
The Bluestone Group June 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Mutual Funds, Investments, PowerPoint, Finance, Equities, Portfolio Management, Analysis, Securities, Financial Planning
Education
Boston University Questrom School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2015 — 2017
Master’s Degree, Information Systems
The College of New Jersey 2007 — 2011
BS, Finance
Ridge High School 2003 — 2007
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
Bank of America Merrill Lynch 2010 - Present
TriSail Capital Corporation 2000 - 2010
Bank of America 1995 - 2000
BankBoston 1990 - 1994
BayBank Boston 1987 - 1990
The MITRE Corporation 1984 - 1987
Blouin & Company Advertising 1981 - 1984
Skills
Investments, Strategy, Structured Finance, Portfolio Management, Financial Analysis, Asset Management, Commercial Real Estate, Loan Origination, Due Diligence, Risk Management, Real Estate Economics, Underwriting, Valuation, Loans, Asset Managment, Real Estate, Financial Modeling, Financial Structuring, Credit Risk, Private Equity, Real Estate Development, Disposition, Real Estate Financing, Finance, Management, Mortgage Lending, Credit, Dispositions
Education
Simmons College - Simmons School of Management 1985 — 1987
MBA, Business
Boston University 1977 — 1981
BA, magna cum laude, French Language & Literature
North Highland January 2015 - Present
The North Highland Company October 2013 - December 2014
Capco September 2012 - October 2013
Bank of America Merrill Lynch June 2010 - June 2012
Associate Merrill Lynch Professional Clearing Corp. July 2009 - June 2010
Merrill Lynch July 2007 - July 2009
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Structured Products, Derivatives, Capital Markets, Investment Banking, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Modeling, Investments, Prime Brokerage, Economics, Due Diligence, Financial Risk, Financial Analysis
Education
Brandeis University International Business School 2005 — 2007
Master of Arts (MA), International Economics & Finance
Brandeis University 2002 — 2006
Bachelor's degree, Economics & Art History
Lawrence Senior High
Bank of America Merrill Lynch February 2010 - Present
Bank of America June 2007 - February 2010
ICICI Bank May 2003 - June 2006
Skills
Banking, Financial Analysis, Microsoft Office, Project Management
Education
Boston University 2008 — 2010
Masters, Financial services management
Athiyamaan college of engineering 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Finalta July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Zuk Financial June 2009 - August 2009
Los Angeles County Medical Association June 2009 - August 2009
Skills
Business Analytics, Bloomberg Terminal, Customer Intelligence, Competitive Intelligence, Thomson One Banker, Financial Modeling, Financial Services, ACT!, Salesforce.com, CRM, Employee Benefits, Policy, Wealth Management, Public Policy, Politics, Bloomberg, Sales, Equity Research, New Business Development
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Operations & Technology Management
Troy High School 2006 — 2010
Fairmont Prepatory Academy
Bank of America Merrill Lynch July 2010 - Present
Laurus-Valens January 2010 - June 2010
Laurus-Valens March 2004 - January 2010
White & Case March 1999 - February 2004
Education
Boston University Questrom School of Business 1996 — 1999
MBA, BUSINESS ADMINISTRATION
Boston University School of Law 1995 — 1998
JD, LAW
Emory University - Goizueta Business School 1991 — 1995
BBA, BUSINESS ADMINISTRATION
PwC July 2014 - Present
PwC Consulting July 2012 - Present
Cornell University - S.C. Johnson Graduate School of Management August 2010 - October 2012
Bank of America Merrill Lynch May 2009 - June 2010
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Skills
Financial Advisory, Strategy, Management Consulting, Capital Markets, Risk Management, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2002 — 2006
BS, Finance & Business Law
Suffolk University August 2014 - Present
Bank of America Merrill Lynch March 2012 - December 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Series 7, Series 66
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (MBA)
Wheaton College (MA)
BA, Economics
Boston University
Economics
University of London
Microeconomics, Finance
Governor Dummer Academy
Bank of America Merrill Lynch June 2010 - Present
Environmental Defense Fund December 2006 - July 2009
Aspen Center for Environmental Studies June 2005 - October 2006
Skills
Solar Energy, Renewable Energy, Energy Efficiency, Public Speaking, Financial Modeling, Research, Teaching, Economics, Data Analysis, Non-profits, Proposal Writing, Business Strategy, Environmental Policy
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Bowdoin College 2001 — 2005
BA, Economics, Environmental Science
Bank of America Merrill Lynch June 2015 - August 2015
SPS Commerce February 2011 - July 2014
International Business Machines June 2008 - November 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Negotiation, Corporate Finance, Mergers & Acquisitions, Forecasting, Budgets, Due Diligence, Financial Modeling, Sales, Investments, Analysis, Financial Reporting, Data Analysis, Finance
Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Deutsche Bank July 2012 - Present
Piper Jaffray January 2011 - June 2012
Bank of America Merrill Lynch January 2004 - January 2011
Credit Suisse February 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Bank of America Merrill Lynch
Skills
Equities, Portfolio Management, Trading, Financial Markets, Financial Modeling, Customer Service, Economics, Financial Analysis, Relationship Management, Commodity, Outlook
Education
Boston University - Metropolitan College
Master's degree, Business Administration and Management, General
Virginia Commonwealth University
Bachelor of Science (BS), Business Administration and Management, General
Wolfe Research 2013 - Present
Bank of America Merrill Lynch May 2004 - December 2012
Deutsche Bank July 2001 - April 2004
The Brattle Group July 1999 - July 2001
Skills
Financial Modeling, Equity Research, Financial Analysis, Equities, Banking, Strategic Planning, Investments, Business Analysis, Financial Services, Fixed Income, Leadership, Electric Utility, Hedge Funds, Infrastructure, Renewable Energy, Valuation
Education
Brandeis University 1995 — 1999
BA, Economics