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 2015 - Present
State of Michigan Senate December 2013 - November 2014
Brown University September 2012 - September 2014
w3r Consulting July 2013 - November 2013
City of Southfield April 2012 - November 2012
Detroit Zoological Society June 2011 - September 2011
City of Southfield July 2008 - August 2010
Detroit Golf Club May 2007 - August 2007
Skills
Microsoft Operating..., Apple OS, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Open Office, Cpr Certified, AED, First Aid, Lifeguarding, Swim Instruction, Water Safety, Public Speaking, Spanish, Statistical Data..., Scholarly Research, Market Research, Legislative Research, I-9 audits
Education
Brown University 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics
University of Detroit Jesuit High School and Academy 2007 — 2011
High School
Bank of America Merrill Lynch September 2014 - Present
Oppenheimer & Co. June 2013 - September 2014
Oppenheimer & Co. June 2012 - August 2012
Arizona GOLD Realty June 2011 - August 2011
VMT Technologies April 2011 - June 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Public Speaking, Analysis, Microsoft Excel, Leadership, PowerPoint, Management, Finance, Strategic Partnerships
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Business Management: Entrepreneurship
City of Miami Beach December 2014 - Present
Bank of America Merrill Lynch May 2014 - December 2014
City of Miami Beach October 2013 - May 2014
FedEx Express December 2004 - May 2014
SunTrust Bank January 2002 - August 2004
Continental National Bank of Miami January 2000 - January 2002
Skills
Logistics, International Logistics, Sales, Time Management, Software Documentation, Accounting, Auditing, Banking, Account Reconciliation, Data Analysis, General Ledger, Internal Controls, Financial Accounting, Financial Statements, Risk Management, Customer Service, Management, Credit, Microsoft Office, Leadership
Education
Nova Southeastern University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Broward Community College 2006 — 2008
Associate of Science (A.S.), Biology, General
CardChoice International January 2013 - November 2013
Qumas September 2011 - October 2012
Paychex August 2010 - August 2011
WB Mason September 2009 - August 2010
Bank of America Merrill Lynch May 2007 - August 2007
Skills
Direct Sales, Customer Acquisition, Customer Retention, Salesforce.com, Sales Management, SaaS, Value Based Selling, Solution Selling, Marketing Management, Committed to..., Leadership, Management, B2B, Sales Process
Education
Bryant University 2004 — 2008
B.A. in Business Adminstration, Major: Finance - Minor:Pyschology
Ramapo High School 2000 — 2004
High School, Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch 1994 - Present
Skills
Investment Banking, Industry Research, Capital Markets, Equities, Equity Capital Markets, IPO, Finance, Equity Trading, Banking, Financial Advisory, Securitization, Valuation, Bloomberg, Private Equity, Financial Modeling, Equity Research, Management, Corporate Finance, Hedge Funds, LBO, Venture Capital, Fixed Income, Alternative Investments, Investments, Securities, Series 7
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Bucknell University 1990 — 1994
Delbarton School 1984 — 1990
High School
Bank of America Merrill Lynch September 2015 - Present
Brigham Young University August 2013 - Present
BYU Global Financial Advisors April 2015 - June 2015
Zions Bank January 2015 - April 2015
Converus September 2014 - December 2014
Brigham Young University January 2014 - April 2014
Microenterprise Education January 2014 - April 2014
Skills
Leadership, Motivated self-starter, Personal Development, Nonprofits, Humanitarian Assistance, Fundraising, Program Development, Financial Analysis, Financial Modeling, Customer Service, Public Speaking, Business Performance..., Social Entrepreneurship, Social Innovation, Microfinance, Pitching Ideas, Start-up Ventures, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Social Media, Strategic Planning, Research
Education
Brigham Young University 2013 — 2017
The Waterford School 2009 — 2010
Bank of America Merrill Lynch September 2014 - Present
JPMorgan Chase & Co. March 2007 - October 2014
JPMorgan Chase January 2009 - March 2011
JPMorgan Chase March 2007 - January 2009
Wells Fargo 2003 - 2007
Skills
Sales Management, Small Business, New Business Development, Spanish-speaking, P&L Management, Portfolio Management, Mentoring, Credit Analysis, Risk Management, Commercial Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Cash Management, Eagle Scout, Treasury Services, Business Strategy, Commercial Lending, Leadership, Sales, Consumer Lending, Banking, Management
Education
Brigham Young University 1998 — 2003
Bachelor of Science (BS), Business Management (Finance)
Woods Cross High School
PayPal September 2014 - Present
Commonwealth Bank April 2013 - September 2014
Bank of America Merrill Lynch January 2010 - January 2012
Macquarie Group September 2006 - June 2008
McKinsey & Company March 2005 - April 2006
Skills
Fixed Income, Financial Modeling, Strategy, Risk Management, Derivatives, Capital Modeling, Investments, Portfolio Optimization, Asset Allocation, ALM, Operational Risk, Market Risk, R, Matlab, VBA, SQL, Python, Solvency II, Operational Risk..., Data Analytics, Monte Carlo Simulation, Statistics, Probability, Business Analytics, Statistical Modeling, Statistical Data...
Education
London Business School 2008 — 2009
Master of Finance, Quantitative Finance
Massachusetts Institute of Technology 2001 — 2004
Master of Science (MS), Aeronautics and Astronautics
Brown University 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering and Pure Mathematics
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch November 2010 - May 2011
Bank of America Merrill Lynch June 2009 - November 2010
Skills
Financial Modeling, Financial Analysis, Credit, Portfolio Management, Microsoft Excel, Commercial Lending, Cash Flow Lending, Commercial Banking, Finance, Financial Services, Underwriting, Risk Management, Economics, Credit Analysis, Loans, Fixed Income, Credit Risk, Capital Markets, Banking, Valuation
Education
Brown University 2005 — 2009
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch August 2014 - Present
Confident Childbirth August 2009 - Present
Bank of America June 2013 - August 2014
Bank of America June 2012 - June 2013
Bank of America June 2011 - June 2012
Georgia Tech: Advanced Technology Development Center (ATDC) August 2009 - July 2011
Nestle Purina May 2010 - August 2010
Xerox Metro Center 2008 - 2009
Western Union 2007 - 2008
Imagine Learning 2005 - 2007
Skills
JMP, Tableau, Project Management, Marketing, Data Analysis, Sales, Process Improvement, Negotiation, Team Leadership, Business Strategy, Business Analysis, Market Research, Public Speaking, Microsoft Excel, Marketing Strategy, Operations Management, Business Development, Microsoft Office, Spanish, PowerPoint, Analysis, Management, Program Management, Financial Analysis, Strategy, Leadership
Education
University of North Carolina at Charlotte 2014 — 2016
Data Science and Business Analytics, Data Science, A
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2011
MBA, General Management
Brigham Young University 1999 — 2005
BA/Minors, International Relations/Business/Arabic
Emmaus High School 1995 — 1999
LinkedIn July 2014 - Present
McKinsey & Company June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Ivy Insiders May 2011 - August 2011
Skills
Strategy, Leadership, Problem Solving, Data Analysis, Public Speaking, Research, Financial Modeling, SQL, Microsoft Excel, PowerPoint
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Harvard Business School 2013 — 2013
Summer Venture in Management Program
El Camino Real High School 2006 — 2010
KBW June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bucknell University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Economics, Data Analysis, Analysis, Financial Accounting, Investment Banking, Investments, Financial Analysis, Valuation, Due Diligence, Series 7, Series 86, Series 87, Series 79, Series 63
Education
Bucknell University 2008 — 2012
BSBA, Accounting, Economics, 4.0/4.0
Morris Catholic High School 2004 — 2008
High School Diploma
Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch March 2010 - February 2011
CentraState Healthcare System November 2007 - November 2009
Merrill Lynch May 2000 - January 2007
Aventis March 1999 - May 2000
Skills
Microsoft Certified..., CCNA, Sage CRM, Active Directory, Servers, DHCP, Desktop Application..., Security, Technical Support, TCP/IP, Operating Systems, Hardware, Desktop Support...
Education
The Chubb Institute - now Anthem Institute 1998 — 1999
Certificate, Computer Support
Monmouth College 1993 — 1994
Business Management
Brookdale Community College 1992 — 1993
Associate of Arts (A.A.), Business Administration
The Cynosure Group September 2015 - Present
Bank of America Merrill Lynch July 2014 - September 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources November 2013 - July 2014
Bank of America Merrill Lynch June 2013 - August 2013
Alta Ventures Mexico August 2012 - January 2013
Vivint October 2011 - September 2012
D1 Marketing LLC January 2011 - October 2011
The Church of Jesus Christ of Latter-day Saints September 2006 - October 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Photoshop, English, Windows, Research, Outlook, Teaching, HTML, Strategic Planning, Negotiation, Team Leadership, Advertising, Leadership, Sales, Management, Financial Analysis, Data Analysis, Market Research, Entrepreneurship, Finance, Financial Modeling, Analysis, Access, Economics
Education
Brigham Young University 2012 — 2014
Bachelor of Science (BS), Finance and Financial Management Services, 3.9
Snow College
Associate of Science (AS), Business Administration and Management, General, 3.9
Bank of America Merrill Lynch August 2015 - Present
PwC June 2015 - August 2015
Flexsim Software Products, Inc. September 2014 - December 2014
Spring Valley Rentals June 2014 - August 2014
Brigham Young University May 2014 - June 2014
Nike November 2013 - June 2014
Brigham Young University September 2013 - December 2013
Skills
Accounting, Corporate Finance, Finance, Financial Analysis, QuickBooks, Microsoft Office, Customer Service, Fluent in Spanish, Sales, Microsoft Excel, ERD, Microsoft Acces, Access, Sports, Spanish
Education
Brigham Young University 2010 — 2017
Accounting
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Mortgages USA June 2014 - Present
TexasLending.com August 2013 - June 2014
AmeriPro Funding February 2013 - July 2013
Aspire Lending DBA Texaslending.com March 2011 - February 2013
Bank of America Merrill Lynch May 2006 - January 2011
CrossMark January 2006 - May 2006
GEICO Credit Union July 2005 - January 2006
Skills
Microsoft Excel, Customer Service, Sales, Outlook, Customer Satisfaction, Retail, PowerPoint, Microsoft Word, Mortgage Lending, Residential Mortgages, Mortgage Banking, FHA, Loans, USDA, Refinance, Real Estate, VA loans, VA Loans
Education
Champion School of Real Estate 2011 — 2013
Mortgage License, Mortgage Laws and Lending Guidelines
Brookhaven Community College 1999 — 2000
Merchandising & Marketing
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Aurora Networks June 2013 - August 2013
Seaboard Corporation June 2012 - July 2012
San Martin del Tabacal July 2011 - August 2011
Skills
Microsoft Word, Competitive Analysis, PowerPoint, Product Management, Financial Modeling, Microsoft Office, Public Speaking, Mergers & Acquisitions, Product Marketing, Analytics, Microsoft Excel
Education
Brown University 2011 — 2015
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
Fox Chapel
Bank of America Merrill Lynch July 2014 - Present
University of Pennsylvania December 2012 - December 2013
Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, Data Analysis, Quantitative Research, Qualitative Research, Series 63, series 79, Statistics
Education
University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Biological Basis of Behavior
Bucknell University 2010 — 2011
Banco Sabadell June 2015 - Present
Bank of America Merrill Lynch August 2014 - June 2015
Bank of America Merrill Lynch March 2007 - August 2014
Starwood Hotels & Resorts Worldwide, Inc. March 2006 - March 2007
Teleperformance, USA October 2004 - March 2006
Skills
OFAC, BSA, International Business, Small Business Lending, Commercial Lending, Business Banking, Mortgage Lending, Loan Origination, Team Leadership, Retail Banking, Credit Analysis, Banking, Lines Of Credit, Account Management, Consumer Lending, Loans, CRM, Credit, Commercial Banking, Mortgage Banking, Strategic Planning, Cross Selling, Refinance, Management, KYC, Customer Retention, Market Research, International Banking..., Private Banking, Business Analysis
Education
Florida International University 2009 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Management
Broward Community College 2004 — 2009
Associate's degree, International Business
Nova High School 2000 — 2004
High School
Bank of America Merrill Lynch September 2015 - Present
HGGC May 2015 - Present
University Venture Fund October 2014 - Present
Vasa Fitness Health Clubs June 2013 - May 2015
Highcrest Management Group January 2015 - April 2015
Goh's Housing July 2014 - April 2015
Synergy Energy Solutions September 2012 - January 2013
The Church of Jesus Christ of Latter-day Saints February 2010 - March 2012
Skills
Organizational..., Business Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Java, Customer Service, Public Speaking, Social Media, Teamwork, English, Photoshop, Strategic Planning, Project Management, Data Analysis, Team Leadership, Program Management, Leadership, Training, Private Equity, Venture Capital, Management Consulting, Investments
Education
Brigham Young University 2012 — 2016
Bachelor's Degree, Economics with a Minor in Business Management, 3.92
James Logan High School 2005 — 2009
French- Marketing and Management; Economics
Taste of the Valley January 2015 - Present
ECG Utah Solar 1, LLC March 2013 - Present
Energy Capital Group, LLC March 2011 - Present
Bank of America Merrill Lynch August 2009 - March 2011
M.J.M. Capital, Inc. / DMP Services, LLC May 2002 - July 2009
S.C. Associates, Inc. May 1998 - March 2002
Skills
Private Equity, Renewable Energy, Venture Capital, Financial Modeling, Project Finance, Solar Energy, Alternative Energy, Solar PV, Capital Markets, Capital Raising, Business Development, Executive Management, Corporate Development, Strategic Planning, Strategic Financial..., Private Placements, Due Diligence, Strategy, Mergers, Investments, Valuation, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Business Analysis, Joint Ventures, Sustainable Energy, Entrepreneurship, Financial Structuring, Commodity, International Business, Trading, Energy, Funding, Start-ups, Investor Relations, Cleantech, Asset Managment, Finance, Wind, Structured Finance, Financial Services, M&A experience, IPO, Investment Banking, Restructuring, Photovoltaics, Management, Equities, Business Planning
Education
Brigham Young University 2002 — 2003
BS, Geography and Business Mgt
University of Phoenix 2004 — 2006
MBA, Provo Campus
Santa Ana College 1999 — 2001
AA, Liberal Arts and Sciences/Liberal Studies
Palm Desert High School 1991 — 1994
Starbucks September 2015 - Present
Dodge & Cox July 2014 - August 2015
Dodge & Cox July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
J.P. Morgan January 2011 - April 2011
University Venture Fund October 2010 - April 2011
Beneficial Financial Group September 2010 - December 2010
John Deere June 2010 - August 2010
Education
Brigham Young University 2007 — 2012
Master, Accounting
Bank of America Merrill Lynch July 2013 - Present
Citi May 2012 - August 2012
Studley June 2011 - August 2011
Skills
Bloomberg, Equity Capital Markets, Equities, Brokerage, Fixed Income, Bloomberg Terminal, Modeling, Soccer
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
HSBC May 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Thomson Reuters October 2008 - June 2010
MarketAxess July 2007 - April 2008
Merrill Lynch June 2004 - June 2007
Lockheed Martin June 1996 - June 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Agile Methodologies, Program Management, Visio, Unix, SQL, Software Project..., Vendor Management, Software Development, IT Strategy, Business Intelligence, Process Improvement, Project Management, Requirements Gathering, Project Portfolio..., Solution Architecture, MS Project, Project Delivery, Architecture, User Acceptance Testing, IT Service Management, Prime Brokerage
Education
State University of New York at Buffalo 1994 — 1996
Bachelor of Science (B.S.), Computer Science
Broome Community College 1992 — 1994
Associate of Science (A.S.), Computer Science
Bank of America Merrill Lynch 2006 - 2015
Citigroup (formerly Salomon Brothers) 1995 - 2006
The First Boston Corporation 1985 - 1995
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Investments, Finance, Due Diligence, Private Equity
Education
Brown University 1980 — 1984
A.B. Economics
Bank of America Merrill Lynch May 2011 - Present
Bank of America October 2010 - June 2011
Bank of America June 2009 - October 2010
Bank of America June 2008 - August 2008
Apollo Group 2004 - 2007
Skills
Business Development, Venture Capital, New Business Development, Vendor Management, Financial Analysis, Market Research, Company Research, Data Analysis, Business Intelligence, Microsoft Office, IT Strategy, Spanish, Risk Analysis, SQL, PL/SQL, Business Strategy, Strategy, Program Management, Relationship Management, Start-ups, Due Diligence, Credit Risk, Analytics, Enterprise Software
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Brigham Young University 1997 — 2004
BS
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
QuadJobs May 2014 - June 2014
Wells Fargo Advisors May 2013 - July 2013
Bailiwick Club June 2011 - August 2012
Education
Bucknell University 2012 — 2016
Bachelor's degree, Economics, Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program
Greenwich Academy 1998 — 2012
Bryant University Archway Investment Fund September 2015 - Present
Bryant University March 2014 - Present
Bryant University September 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bank of America Merrill Lynch June 2014 - August 2014
Skills
PowerPoint, Teamwork, Social Media Marketing, Microsoft Word, Data Analysis, Java, Event Planning, Windows, Research
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration (BBA), Finance, Applied Analytics
Chatham High School 2008 — 2012
UBS January 2013 - Present
Bank of America Merrill Lynch November 1999 - January 2013
Education
Bryant College 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Mcquaid Jesuit High School 1981 — 1985
High School Graduation
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch July 2012 - Present
Rawls College of Business at Texas Tech University October 2011 - May 2012
Rawls College of Business at Texas Tech University August 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
Education
Texas Tech University - Rawls College of Business 2009 — 2012
BBA
Brigham Young University 2007 — 2009
Bank of America Merrill Lynch July 2014 - Present
Robert Toigo Foundation September 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Bank of America Merrill Lynch January 2011 - August 2012
Sage Financial Group December 2009 - January 2011
BYU Football Team September 2004 - December 2008
Non-Profit Organization July 2002 - July 2004
Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting
Brigham Young University 2004 — 2008
Business Management
Mesa High School 1998 — 2001
Bank of America Merrill Lynch July 2015 - Present
HomeBridge Financial Services, Inc. June 2014 - July 2015
NJ Lenders Corp January 2013 - May 2014
TD January 2008 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Public Speaking, Budgets, Negotiation, Credit, Residential Mortgages, Refinance, Loans, Sales Management, FHA financing, Spanish, Mortgage Lending, Banking, FHA Financing, Mortgage Banking, Finance, Loan Origination, FHA, First Time Home Buyers
Education
Brookdale Community College 2004 — 2006
Associate's degree, Business Administration, Management and Operations
Bank of America Merrill Lynch June 2012 - August 2012
AllianceBernstein June 2011 - August 2011
Education
Brown University 2009 — 2013
Sc.B, Applied Mathematics-Economics
Cambridge University 2012 — 2012
Economics
Stuyvesant High School 2005 — 2009
Bank of America Merrill Lynch November 2014 - Present
Barclays Capital August 2010 - November 2014
Linley Capital June 2009 - August 2009
Archstone Consulting April 2004 - July 2008
Grant Thornton May 2002 - April 2004
UMS Group August 2001 - March 2002
Skills
Financial Modeling, Valuation, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Mergers, Private Equity, Corporate Finance, Strategy, Business Strategy, Corporate Development, Capital Markets, Business Process..., Business Valuation, Venture Capital, LBO, M&A experience
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Brown University 1997 — 2001
ScB
Benjamin La Monica, Sole Proprietor January 2012 - Present
Bank of America Merrill Lynch June 2010 - Present
rFocus Corporation June 2009 - June 2010
Bank of America January 2006 - May 2009
Utah State University Research Foundation 2004 - 2006
Apple Webkit Project 2005 - 2005
Skills
Agile Methodologies, Software Development, Java, Scrum, Spring, Java Enterprise Edition, Object Oriented Design, Perl, Unix, Distributed Systems, Enterprise Integration, REST, C++, JavaScript, Subversion, Web Services, JMS, Network Programming, Team Leadership, Linux System..., Eclipse, XML, SQL, Software Engineering, Agile, Objective-C, iOS development, J2EE, TIBCO, Linux server..., Game Development, Python, SOA
Education
Utah State University 2000 — 2005
BS, Interdisciplinary Studies
Brigham Young University - Idaho 2000 — 2000
AS, General Studies with Science Emphasis
Brigham Young University - Idaho 1996 — 1998
AS, General Studies with Science Emphasis
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Bloomberg, Valuation, Research, Macroeconomics
Education
Brown University
Bachelor of Science with Honors, Applied Mathematics-Economics
Bank of America Merrill Lynch June 2013 - Present
JP Morgan Asset Management March 2011 - July 2012
Morgan Stanley 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
AB, Economics
Nashua High School
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Ernst & Young February 2008 - January 2010
PricewaterhouseCoopers December 2006 - January 2008
Skills
Valuation, Due Diligence, CPA, Financial Structuring, Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Investments, Accounting, Investment Banking, Financial Reporting, Venture Capital, Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance and Entrepreneurship
Brigham Young University 2002 — 2006
Bachelor of Science, Business
Bank of America Merrill Lynch May 2009 - Present
Verizon Business February 2009 - May 2009
Next IT Corporation August 2007 - February 2009
Medco February 2007 - July 2007
Prudential Financial October 2006 - January 2007
Verizon Business May 1998 - October 2006
Merrill Lynch February 1996 - May 1998
MCI International June 1995 - February 1996
Merrill Lynch August 1992 - June 1995
MCI International May 1989 - August 1992
Skills
COBOL, Requirements Analysis, JCL, Unix, Microsoft SQL Server, Mainframe, Visio, VSAM, DB2, SQL, Java, Disaster Recovery, SDLC, Databases, Testing, TSO, Telecommunications, Software Development, CICS, MVS, Systems Analysis, Visual Basic, Software Documentation, MS Project
Education
LitheSpeed 2013 — 2013
Certified ScrumMaster, ScrumMaster
Brookdale Community College 2001 — 2009
Business Administration
Wells Fargo November 2013 - Present
Wells Fargo January 2013 - November 2013
The Principal Financial Group March 2012 - January 2013
Bank of America - Merrill Lynch September 2009 - February 2012
CRE Real Estate Services 2004 - December 2009
NorthMarq Capital January 1993 - January 2004
Valley National Mortgage January 1988 - January 1991
Skills
Wealth Management, Investment Strategies, Life Insurance, Disability Insurance, Retirement Planning, Investments, Commercial Real Estate, Mortgage Banking, Management, Mortgage Lending, Loans, Finance
Education
Brigham Young University
Bachelor of Science (BS), Business Management - Finance
Wayfair July 2015 - Present
SEPHORA June 2014 - August 2014
Bank of America Merrill Lynch September 2010 - March 2013
Morgan Stanley November 2009 - August 2010
Oppenheimer & Co. July 2008 - October 2009
Skills
Investment Banking, Strategy, Financial Modeling, Analytics, Analysis, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Brown University 2004 — 2008
Bachelor of Arts (BA), Economics
Newton South High School 2000 — 2004
Bank of America Merrill Lynch June 2015 - August 2015
China Central Television (CCTV America) May 2014 - August 2014
Brown China Summit November 2013 - April 2014
Gaw Capital July 2013 - August 2013
Standard Chartered Bank July 2012 - August 2012
Paris Film Festival May 2012 - June 2012
SHIATZY CHEN January 2011 - January 2012
Skills
Programming, French language, Mandarin, Due Diligence, Marketing Communications, Client Relations Skills, Marketing, Reporting & Analysis, French, Chinese, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Photoshop, Matlab, Data Analysis, Management, Statistics, Social Media
Education
Brown University 2011 — 2016
Bachelor of Science (BSc), Applied Mathematics-Economics, East Asian Studies
Université Paris Sorbonne (Paris IV) / Sorbonne University 2012 — 2012
Summer School, French Language and Literature, 4.0
TuneIn January 2014 - Present
Robert W. Baird & Co. August 2012 - January 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cisco Systems June 2009 - August 2009
NV Energy May 2009 - June 2009
National Instruments April 2006 - June 2008
National Instruments April 2004 - April 2006
National Instruments May 2002 - April 2004
Skills
Valuation, Investment Banking, Technical Presentations, Financial Modeling, Product Management, Marketing Strategy, Product Marketing, Business Strategy, Corporate Finance, Finance, Financial Analysis, Leadership, Private Equity, Mergers & Acquisitions, Equities, Management, Strategy
Education
Brigham Young University 2008 — 2010
MBA, Finance and Strategy
Brigham Young University 1993 — 2001
BS, Electrical Engineering
HGGC, LLC August 2013 - Present
BYUMS 2015 - 2015
BYUMS 2015 - 2015
Bank of America Merrill Lynch July 2011 - June 2013
US Department of the Treasury January 2011 - April 2011
BYU Marriott School of Management, Kim Smith August 2010 - January 2011
Bank of America Merrill Lynch June 2010 - August 2010
IndustryPro January 2010 - June 2010
J.P. Morgan September 2009 - December 2009
Goldman Sachs June 2009 - August 2009
Education
Brigham Young University 2004 — 2011
Bachelor, Science Finance; Chinese
Life February 2011 - Present
Merrill Lynch June 2010 - February 2011
Merrill Lynch June 2009 - February 2011
Bank of America Merrill Lynch June 2008 - June 2010
Banc of America Investments June 2006 - January 2008
Brown Brothers & Harriman June 2005 - August 2005
CVS Pharmacy June 2004 - May 2005
Kenyon Insurance Agency September 1999 - January 2002
Skills
SharePoint Designer, PowerPoint, Excel, Research, Financial Reporting, Business Analysis, Continuous Improvement, Customer Relations, Web Design, Financial Analysis, Competitive Analysis, Writing, Word, Team Leadership, Visual Basic, Usability Testing, Business Strategy, Photoshop, Strategic Planning, Problem Solving, Illustrator, Innovation, Employee Relations, Documentation, Microsoft Office, Adobe Acrobat, Network Administration, Data Analysis, Risk Management, Communications Planning, Presentation Development, Technical Presentations, Development of Training..., Training & Development, Escalation Management, Conflict Resolution, Cross-functional Team..., Organizational Behavior, Process Development, Margin Analysis, Financial Modeling, Technical Writing, Computer Maintenance, Operations Management, Information Technology, Electro-mechanical..., Communication Skills, Information Management, Operating Systems, Computer Repair
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Concentration- Finance Minor: Psychology & Marketing
Seekonk High School 1997 — 2001
Diploma w High Honors & AP Credits
Bank of America Merrill Lynch July 2011 - Present
JPMorgan January 2006 - June 2011
Eagle Global Logistics August 2004 - January 2006
Menlo Worldwide Trade Services January 2003 - July 2004
Emery Worldwide 1993 - 2003
Education
Brigham Young University 1986 — 1992
B.A., International Relations
Guggenheim Partners April 2013 - Present
Bank of America Merrill Lynch April 2012 - April 2013
Caxton Alternative Management LP November 2011 - April 2012
Caxton Associates October 2006 - November 2011
Skills
Hedge Funds, Derivatives, Asset Management, Asset Managment, Alternative Investments, Equities
Education
Brooklyn Law School 1998 — 2001
JD
Hamilton College 1993 — 1997
BA, Comparative Literature
Cantor Fitzgerald June 2015 - Present
Barclays April 2014 - December 2014
Bank of America Merrill Lynch January 2013 - March 2014
Credit Suisse June 2012 - December 2012
Kranjac Manuali & Viskovic LLP February 2010 - June 2012
Bloomberg L.P. May 2009 - January 2010
Morgan, Lewis & Bockius LLP October 2006 - April 2009
Fordham Law Community Economic Development Clinic 2005 - 2006
Chadbourne & Parke LLP June 2005 - August 2005
United States District Court for the District of New Jersey June 2004 - August 2004
Skills
Corporate Law, Private Equity, Corporate Governance, International Law, Joint Ventures, Capital Markets, Legal Research, Intellectual Property, Due Diligence, Bankruptcy, Project Finance, Structured Finance, Venture Capital, Licensing, Mergers, Corporate Finance, Securities, Restructuring, Compliance, Hedge Funds, Contract Negotiation, Real Estate Finance, Asset Management, Banking, Debt, Negotiation, Investment Banking, Film Finance, Derivatives, Dodd-Frank, Financial Structuring
Education
Fordham University School of Law 2003 — 2006
J.D., Banking, Corporate, Finance, and Securities Law
Brown University
A.B., International Relations
Queen of Peace High School
Bank of America Merrill Lynch August 2004 - Present
Skills
Banking, Financial Analysis, Credit, Portfolio Management, Risk Management, Financial Risk, Financial Modeling, Investments, Credit Risk, Treasury Management, Financial Services, Strategic Planning, Budgets, Commercial Lending, Corporate Finance, Credit Analysis, Finance, Financial Reporting, Inspiring Leadership, Leadership, Microsoft Office
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA, Investments, Banking, Management
Brigham Young University 1995 — 2001
Bachelor of Business Administration (BBA)
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
Bank of America June 2012 - August 2012
PFM Asset Management February 2012 - June 2012
PFM Asset Management May 2011 - June 2011
Education
Bryn Mawr College 2012 — 2013
Concurrent M.A.
Bryn Mawr College 2010 — 2013
B.A., summa cum laude
University of Pennsylvania - The Wharton School 2011 — 2013
Coursework
Hwa Chong Institution 2008 — 2009
A Level
Bank of America Merrill Lynch May 2015 - May 2015
The Publishing Cabin (Norway) 2013 - 2014
Skills
Public Speaking, Economics, Spanish, Microsoft Office, Modern Dance, Social Media, Non-profit Volunteering, Volunteer Training, Mac OS, Windows, Research, Microsoft Excel, Microsoft Word, Prezi, Accounting, Leadership Development, French, Customer Service, Teamwork, Team Leadership, Teaching, PowerPoint, Event Planning, Fundraising, Leadership, Editing
Education
Brown University 2014 — 2018
Bachelor of Arts (B.A.)
National Outdoor Leadership School
Future Global Leaders Expedition Fellow
UWC Red Cross Nordic 2012 — 2014
IB Bilingual Diploma
ICPNA 2010 — 2012
English Proficiency
IE PNP Martin Esquicha Bernedo 2007 — 2011
High School
Bank of America Merrill Lynch August 2015 - Present
Bank of America January 2009 - August 2015
Bank of America December 2011 - June 2012
Bank of America March 2008 - December 2008
Bank of America March 2007 - March 2008
Bank of America November 2005 - April 2007
Bank of America October 2003 - October 2005
Bank of America July 2004 - August 2004
Broward College June 1999 - October 2003
Skills
Consumer Lending, Banking, Small Business Lending, Mortgage Banking, Loans, Credit, Lines Of Credit, Mortgage Lending, Branch Management, Retail Banking, Sales Management, Commercial Lending, Cross Selling, Coaching, Financial Services, Microsoft Office, Loan Origination, Credit Risk, Customer Experience, Leadership Development, Deposits, Operational Risk..., Team Leadership, Credit Analysis, Leadership, Treasury Management, Strategic Planning, Branch Banking, Commercial Banking, Relationship Management, Home Equity Lines of..., Home Equity Loans, Business Development, Community Development, Credit Cards, Refinance, Cash Management, Risk Management, Merchant Services, Financial Risk, Operational Risk, Internet Banking, Finance, Financial Analysis, Payments, Strategic Financial..., Bank Secrecy Act, Process Improvement, Residential Mortgages, Construction Loans
Education
Florida Atlantic University 2005 — 2010
Bachelor of Arts (B.A.), International Business/Trade/Commerce, 3.6
Broward Community College 2001 — 2004
Associate of Science (A.S.), Education, 3.8
Broward Community College 1999 — 2003
Associate of Science (A.S.), Aircraft Pilot (Private), 3.8
Bank of America Merrill Lynch September 2014 - Present
Thai American and Asian Alliance of San Diego September 2012 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation August 2011 - January 2013
Merrill Lynch August 2011 - January 2013
Asian business association in san diego 2006 - December 2012
Citi April 2007 - August 2011
Prudential Financial December 2006 - April 2007
Washington Mutual October 2005 - December 2006
Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation
Education
University of Wisconsin-Whitewater 2009 — 2011
MBA, Finance
Brigham Young University Hawaii 2002 — 2005
B.S., International Business Management
Surasakmontee high school 1994 — 1996
High school, Math & Science Track
Bank of America Merrill Lynch January 2015 - Present
Bank of America April 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2010 - April 2013
World Alliance Financial dba Senior Lending Network August 2005 - July 2010
Skills
Advertising, Marketing, Project Management, Vendor Management, Brand Management, Internal Communications, Strategy, Strategic Partnerships, Event Planning, Trade Shows, Process Improvement, Account Management, Product Marketing, Online Advertising, Digital Marketing, Event Management, Marketing Communications
Education
Bryant University 2001 — 2005
Bachelor of Science, Business Administration/Marketing
JMI Equity July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch April 2012 - August 2012
IndustryPro January 2012 - April 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg
Education
Brigham Young University 2007 — 2013
Bachelor's degree, Business Finance
FBR Capital Markets & Co. 2012 - Present
Keefe, Bruyette & Woods 2011 - 2012
Bank of America Merrill Lynch 2006 - 2010
Deutsche Bank 2004 - 2006
Greenhill SAVP 2003 - 2003
Skills
Investment Banking, Capital Markets, Real Estate Private..., Real Estate Investment, Real Estate Finance, M&A (Mergers &..., Strategic Advisory, REITs, Lodging, Specialty Finance, Leveraged Finance, Financial Modeling, Entrepreneurship, Start-up Ventures, Venture Capital, Financial Structuring, Real Estate Economics, Due Diligence, Finance, Private Equity, Investment Properties, Strategy, Corporate Finance, Valuation
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Brown University 1990 — 1994
BA, Semiotics
Bank of America Merrill Lynch September 2015 - Present
Walmart May 2015 - August 2015
American Crafts May 2014 - August 2014
Vivint January 2014 - April 2014
Beehive Books August 2011 - December 2011
Skills
Leadership, Timely Decision Making, Efficiency, Fluent in Spanish, Marketing, Time Management, Customer Service, PowerPoint, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales, Social Media Marketing, Spanish, Team Leadership
Education
Brigham Young University 2011 — 2017
Accountancy
The Blackstone Group July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Prism Capital June 2013 - August 2013
Kellogg School of Management June 2012 - August 2012
Merrill Lynch May 2011 - June 2011
Skills
Valuation
Education
Brown University 2013 — 2015
A.B, Economics, 4.0
Northwestern University 2011 — 2012
Economics, 3.96
The London School of Economics and Political Science (LSE)
Brown Investment Group September 2012 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Brown University Economics Department July 2014 - May 2015
Brown University Economics Department June 2013 - September 2014
Deloitte June 2014 - August 2014
Providence Children's Museum October 2012 - April 2013
Skills
Research, Matlab, Statistics, Data Analysis, Public Speaking, Microsoft Office, Java, Fundamental Analysis, Economics, Stata, Teaching, Finance
Education
Brown University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics-Economics
Plano Senior High School 2010 — 2012
Bank of America Merrill Lynch December 2014 - Present
Cooley Group June 2013 - June 2014
Cooley Group May 2012 - June 2013
Smithfield High School September 2010 - May 2012
Bryant University: US-China Institute 2009 - 2011
AIFS 2007 - 2008
Skills
Learning Quickly, Simultaneous Translation, Data Analysis, Independent Thinking, Market Research, Adobe, Building Relationships, Persuasive Presentations, Creative Solutions, Problem Solving, Work Under Pressure Well, Team Leadership, Always Willing to Learn, EPSS, Works well in a team, Microsoft Office, Internet Explorer, Translation, Analysis, Business Development, International Sales, Microsoft Word, Management, Chinese, Product Development, Marketing Strategy, Time Management, International Business, Microsoft Excel, PowerPoint, Social Media Marketing, Marketing, Human Resources, Event Planning, Mandarin, Salesforce.com, Leadership, Teamwork, Access, Financial Analysis, Social Media, Spanish, Event Management, Cantonese, Marketing Research, China Business..., Chinese culture
Education
Bryant University 2009 — 2013
Bachelor of Arts and Science, Chinese, International Business-Finance
Fudan University 2011 — 2011
Shanghai University of Finance & Economics (Summer 2011) 2011 — 2011
Bank of America Merrill Lynch March 2014 - Present
Department of Economic and Community Development, State of Connecticut May 2013 - August 2013
Pyramis Global Advisors, at Fidelity Investments May 2012 - August 2012
Arctic Falls Spring Water June 2011 - August 2011
C&T Firewood June 2008 - August 2009
Skills
Investments, Banking, Asset Management, Leadership, Social Networking, Business Development, Financial Statement..., Private Equity, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Credit Analysis, Liquidity Analysis, Risk Analysis, PowerPoint, Financial Analysis, DCF Valuation, Credit Risk, Financial Modeling, Credit, Asset Based Lending, Retail Finance
Education
Bryant University 2010 — 2013
Bachelor of Science in Business Administration, Finance and Political Science
University of Central Florida 2009 — 2010
Tolland High School 2005 — 2009
Nielsen May 2012 - Present
TD Bank Group March 2011 - May 2012
Bank of America Merrill Lynch December 2010 - March 2011
Syncro Technology Corp. March 2010 - June 2010
Sycamore Networks August 2005 - August 2009
Sycamore Networks (formerly ERI) 2005 - 2009
Automatic Data Processing, Inc January 2004 - August 2005
Lucent Technologies December 1995 - October 2002
AT&T 1992 - 1996
Skills
Requirements Gathering, System Requirements, Business Requirements, Quality Assurance, Technical Documentation, Software Documentation, Technical Writing, Telecommunications, Testing, TCP/IP, Product Management, Management, Visio, Leadership, Team Building, Training, XML, FrameMaker, RoboHelp, SharePoint, Jama, Microsoft Office, Microsoft Excel, Microsoft Project, Microsoft Exchange, Microsoft Word
Education
University of Phoenix 2004 — 2009
Bachelor of Science, Information Systems, 3.8
Lucent Technologies Learning Performance Center 1997 — 2001
Project Mgmt.
Brookdale Community College 1998 — 1998
General
Bank of America Merrill Lynch 2011 - 2013
Liquidnet 2007 - 2010
Morgan Stanley 2005 - 2007
IBM 2000 - 2005
Kroll 1998 - 2000
National Securities 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP
Education
Udacity
Coursera
Brunel University London 1992 — 1996
B.Sc. (Hons), Computer Science, Management
Langdon Comprehensive 1990 — 1992
"A" Levels, English Literature, Mathematics, Economics
Qualtrics September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Aegis Capital May 2014 - August 2014
Columbia West Capital August 2013 - December 2013
Crewe Capital April 2013 - August 2013
IndustryPro January 2013 - April 2013
Chargeback.com January 2013 - April 2013
Students for Social Innovation August 2012 - December 2012
Covidien June 2012 - August 2012
Skills
Statistics, Microsoft Office, Microsoft Excel, Problem Solving, Writing, Technology, Ski, Lacrosse, Finance, Customer Service, Photoshop, Market Research, Hedge Funds
Education
Brigham Young University 2012 — 2016
Sophomore
Brigham Young University 2011 — 2015
Finance
Bank of America Merrill Lynch June 2015 - August 2015
Riparian Partners, LLC April 2015 - June 2015
Richline Group, a Berkshire Hathaway Company October 2014 - February 2015
Astrodyne TDI May 2014 - August 2014
State Street Global Advisors June 2013 - August 2013
Skills
Management, Microsoft Excel, Market Research, Customer Service, Spanish, Bloomberg, German, Business Strategy, Fixed Income, Equities, ITAR, Strategic Planning, Competitive Analysis, Pricing Strategy, FactSet, PowerPoint, Microsoft Office, Teamwork, Time Management, Leadership, Analysis, Due Diligence, Financial Modeling, Financial Statement...
Education
Claremont McKenna College
Master of Arts (M.A.), Finance
Bryant University
Bachelor of Science (B.S.), International Business; Finance
Universidad de Salamanca 2013 — 2013
Study Abroad, International Courses
Bank of America Merrill Lynch September 2014 - Present
Bloomingdale's October 2012 - September 2014
NBCUniversal, Inc. April 2011 - October 2012
McCann Erickson November 2010 - April 2011
McCann Erickson March 2010 - November 2010
Target July 2008 - April 2009
Target July 2007 - September 2007
Target June 2006 - August 2006
Skills
Leadership, Talent Acquisition, Management, Social Media, Recruiting, Diversity & Inclusion, Corporate Communications, Onboarding, Competitive Analysis, Marketing, Personnel Management, Diversity Reporting, Cross-functional Team..., CRM, Internal Communications, Employee Engagement
Education
Brown University 2004 — 2008
BA, American Civilization, Hispanic Studies
Universidad de Chile 2007 — 2007
n/a, History, Journalism, Government
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
iHeartMedia, Inc. December 2010 - Present
Pilot Group May 2006 - Present
Bank of America Merrill Lynch 2004 - 2006
Jupiter Media Metrix 1998 - 2001
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Business
University of Shanghai for Science and Technology 1997 — 1998
Chinese Language
Brown University 1993 — 1997
BA
Wells Fargo June 2012 - Present
Bank of America Merrill Lynch December 2010 - April 2012
Citizens Bank February 2007 - December 2010
Skills
Series 24, Series 7, Series 65, Series 63, Mutual Funds, Investments, Fixed Income, Asset Allocation, Securities, Financial Analysis
Education
Bryant University 2003 — 2006
MBA, Finance
University of Vermont 1996 — 2000
Bachelor of Arts, Political Science
Wachusette Regional 1992 — 1996
QVT Financial LP - Alternative Asset Management 2013 - Present
AIG 2011 - March 2013
Bank of America Merrill Lynch 2009 - 2011
Deutsche Bank Securities 2002 - 2009
JP Morgan 2000 - 2002
J.P. Morgan 1995 - 1999
Education
New York University 1997 — 2002
Masters, Economics
Brown University 1991 — 1995
BS, Economics - Applied Math, International Development Studies
Stuyvesant High School 1988 — 1991
IBM/CVS August 2013 - March 2015
Bank of America, Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
Bank of America 2004 - 2005
FleetBoston Financial 1995 - 2004
Fleet National Bank 1992 - 1995
Fleet National Bank/Industrial National Bank 1981 - 1992
Skills
Banking, Process Improvement, Leadership, Finance, Management, Team Building, Performance Management, Team Leadership, Auditing, Software Documentation, Training, Mergers & Acquisitions, Risk Management, Policy, CRM, Portfolio Management, Compliance, Operational Risk..., Motivational Speaking, Visio, Strategic Planning, Credit, Executive Management, Six Sigma, Loans, Policy & Procedure..., Management Reporting, Building Customer..., Risk Assessment, Employee Training, Training Delivery, Financial Accounting, Internal Controls, Internal Audit, Commercial Lending, Analysis, Financial Services, Microsoft Word, Excel,..., Microsoft Excel, Commercial Banking, Financial Risk, Change Management, Account Reconciliation, Business Analysis, Financial Analysis, Customer Satisfaction, Team Development, Strong Oral & Written..., Identifying Technology..., HR Documentation
Education
Bryant University 2013 — 2014
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Roger Williams University 1979 — 1980
Computer Science & Finance
Bank of America Merrill Lynch June 2015 - Present
Brigham Young University January 2013 - December 2014
Huntsman July 2014 - August 2014
Skills
Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Teaching, Data Analysis, Higher Education, Management
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Finance
BYU Jerusalem 2013 — 2013
SMITH LC December 2014 - Present
Kunzler Law Group September 2013 - April 2014
Pia Anderson Dorius Reynard and Moss May 2013 - July 2013
Call & Jensen June 2012 - August 2012
Smith-LC May 2012 - June 2012
Orange County District Attorney June 2010 - August 2010
Brigham Young University September 2008 - April 2010
Bank of America Merrill Lynch June 2008 - August 2008
Education
Brigham Young University—J. Reuben Clark Law School 2011 — 2014
Brigham Young University 2005 — 2011
B.A., Economics
Council on Foreign Relations June 2014 - Present
Bank of America-Merrill Lynch July 2013 - July 2014
Brown University May 2010 - 2013
Bank of America June 2012 - August 2012
California Department of Social Services October 2008 - June 2011
Executive Fellowship Program, California Department of Social Services October 2008 - August 2009
Stanford Law School June 2008 - August 2008
Office of United State Senator Jack Reed January 2008 - June 2008
Pioneer High School AVID Program September 2005 - May 2006
United States Army Reserve October 2001 - October 2005
Skills
Public Policy, Policy Analysis, Politics, International Relations, Stata, Community Outreach, Non-profits, Political Campaigns, International..., Political Science, Foreign Policy, Research, Government, Nonprofits, Qualitative Research, Grant Writing, Legislative Relations, Grants, Program Evaluation, Economic Development
Education
Harvard University 2011 — 2013
MPP, International Trade and Finance
Brown University
B.A., International Relations
University of California, Berkeley 2007 — 2007
Public Policy and International Affairs (PPIA)
Bank of America 2013 - Present
Morgan Stanley 2012 - 2013
Bank of America Merrill Lynch 2002 - 2012
Bank of America 2009 - 2009
Bank of America 2003 - 2009
Financial Institutions 1993 - 2003
Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1993
Visiting Scholar in Financial Economics
Brown University
PhD, Division of Applied Mathematics
Case Western Reserve University
M.S, Operations Research
Peking University
Bachelor of Science (B.S.), Mathematics
Bank of America Merrill Lynch July 2014 - Present
University of Pennsylvania May 2013 - July 2014
University of Pennsylvania December 2010 - May 2013
University of Pennsylvania May 2009 - December 2010
Skills
System Administration, Operating Systems, Network Administration, IT Service Management, Python, Data Analysis, HTML, Project Management, IT Strategy, CSS, Information Security, Leadership, JavaScript, Desktop Administration, C++, PHP, Web Design, Java, PostgreSQL, Customer Satisfaction, Higher Education, Microsoft Office, Public Speaking, Research, Agile Methodologies, Waterfall Methodologies
Education
University of Pennsylvania 2012 — 2014
Master of Science (M.S.), Computers and Information Technology
Brown University 2004 — 2009
B.A., Economics
Bank of America Merrill Lynch October 1997 - Present
Blue Cross & Blue Shield of Rhode Island March 1985 - October 1997
Paul Revere Insurance March 1984 - March 1985
Metropolitan Property and Casualty Insurance Company April 1979 - March 1984
Travelers Insurance September 1977 - April 1979
Skills
Process Improvement, SDLC, Vendor Management, Project Portfolio..., Banking, Integration, Risk Management, Business Analysis, Financial Analysis
Education
Bryant University 1998 — 2000
Computer Information Systems, Project Management
Providence College 1973 — 1977
BS, Accounting
Bishop Hendricken High School 1969 — 1973
Bank of America May 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Sole Proprietor Venture September 2007 - December 2009
Dish One Satellite LLC January 2008 - April 2008
The Church of Jesus Christ of Latter - day Saints September 2005 - September 2007
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Financial Economics; Business: Entrepreneurship and Communications
Bank of America Merrill Lynch July 2013 - Present
BMO Capital Markets 2009 - July 2013
Goldman, Sachs & Co. July 2007 - January 2009
Goldman, Sachs & Co. July 2003 - July 2007
Moffatt & Nichol June 2002 - August 2002
U.S. House of Representatives September 2001 - December 2001
Church of Jesus Christ of Latter-Day Saints October 1997 - October 1999
Education
Brigham Young University 1999 — 2002
Bachelor of Arts, Economics and Business Management
Merrill Lynch July 2014 - Present
Brigham Young University May 2013 - April 2014
Global Financial Advisors, Inc. January 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
DFP Advisors April 2012 - August 2012
CFOwise June 2011 - May 2012
Cloud Capital May 2011 - June 2011
University Impact Fund January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase) September 2010 - June 2011
Torreon, Mexico July 2008 - July 2010
Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Finance
2020 On-site Optometry January 2014 - Present
PERKS Convention March 2014 - Present
House of Genius July 2014 - Present
Brown University Women In Business September 2008 - Present
Greener Pastures December 2013 - April 2014
Axial Inc July 2011 - November 2013
The Roger August 2011 - August 2012
Bank of America Merrill Lynch July 2009 - July 2011
WBRU 95.5FM January 2006 - July 2009
Brain Enhancement Services September 2008 - January 2009
Skills
Excel, Financial Analysis, Financial Modeling, Salesforce.com, Strategic Planning, Business Strategy, Sales Operations, Direct Sales, Pitching, Product Design, Product Development, Data Analysis, PowerPoint, SPSS, SAS, Team Leadership, Organizational..., Sales & Marketing..., Graphic Design, Investment Banking, Sales, Microsoft Excel, Web Design, Capital Markets, Business Development, Leadership, Private Equity, Management, Investments, Mergers & Acquisitions, Nonprofits, Venture Capital, Marketing, Business Planning, Press Releases
Education
Brown University 2005 — 2009
Bachelor of Arts (B.A.) with Honors, Commerce, Organizations and Entrepreneurship
Southern Lehigh High School, Center 2001 — 2005
Merrill Lynch Alternative Investments August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
ING DIRECT Australia February 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Christie's June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
PowerPoint, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel
Education
Bucknell University 2010 — 2014
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2007 — 2010
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
BYU Cougar Capital April 2010 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Venture Returns, Inc. April 2008 - August 2009
Zions Bank April 2007 - July 2009
3form December 2005 - April 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Venture Capital, Analysis, Business Analysis, Business Strategy, Capital Markets, Due Diligence, Finance, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Sales, Strategic Planning, Valuation, Corporate Finance, Portfolio Management, Private Equity, Leadership, Strategy, Mergers & Acquisitions
Education
Brigham Young University 2009 — 2011
MBA, Finance
University of Utah - David Eccles School of Business 2003 — 2005
Bachelor of Science, Finance
BYU-Hawaii 2002 — 2002
Hillcrest
NuStar Energy L.P. October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ April 2013 - October 2014
Bank of America Merrill Lynch May 2010 - April 2013
Endurance May 2008 - August 2009
Skills
Oil & Gas Industry, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Microsoft Office, Bloomberg, Capital IQ
Education
Brown University 2006 — 2010
A.B., International Relations
Phillips Academy Andover 2003 — 2006
UBS Investment Bank April 2011 - Present
Bank of America Merrill Lynch 2006 - 2010
Bank of America 2004 - 2006
Sports Mondial of America 2001 - 2004
Sports Mondial of America 2000 - 2001
Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management
Bank of America Merrill Lynch May 2010 - Present
Ray, Foley, Hensley & Co., PLLC January 2010 - April 2010
Macquarie Bank January 2008 - December 2008
LaSalle Bank August 2004 - December 2007
Chicago Council on Global Affairs February 2004 - June 2004
Skills
Investments, Capital Markets, Financial Modeling, Financial Services, Investment Banking, Structured Finance, Banking, Due Diligence, Mergers & Acquisitions, Finance, Venture Capital, Financial Analysis, Management, Portfolio Management, Credit, Credit Analysis
Education
Brown University 1999 — 2003
BA
Stockholms universitet 2001 — 2002
Study Abroad
Punahou School 1985 — 1999
Diploma
University of Kentucky
Bank of America Merrill Lynch October 2013 - Present
The Fitting Studio January 2010 - December 2013
Merrill Lynch August 2011 - October 2013
Merrill Lynch Global Wealth Management June 2007 - July 2011
Merrill Lynch May 2006 - June 2007
Wells Fargo Bank June 2003 - June 2005
TSN Labs, Inc February 2002 - June 2004
Skills
Investments, Portfolio Management, Investment Banking, Strategy, Finance, Asset Allocation, Management, Marketing, Financial Modeling, Financial Analysis, Sales Management, Sales, Valuation, Series 7, Due Diligence, Strategic Financial..., Wealth Management, Executive Management, Alternative Investments, Asset Management, Business Strategy, Corporate Finance, Entrepreneurship, Management Consulting, Mergers, Private Equity, Start-ups, Training, Venture Capital
Education
Brigham Young University 2003 — 2007
BS, Economics
Capital Group June 2014 - Present
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch September 2008 - May 2011
Bank of America Merrill Lynch October 2006 - September 2008
Intrasphere Technologies October 2003 - September 2006
Accenture September 1998 - October 2002
Skills
Vendor Management, IT Strategy, Business Analysis, SDLC, Business Process..., PMO, Project Portfolio..., Program Management, Outsourcing, Management Consulting, Strategy, Business Process, Business Intelligence, Business Transformation, CRM, Change Management, System Migration
Education
Bucknell University 1994 — 1998
Bachelor of Arts (BA), Economics and French
BlackRock January 2015 - Present
Bank of America Merrill Lynch January 2010 - December 2014
Merrill Lynch December 2005 - February 2009
Accenture 1992 - 2005
Andersen Consulting 1992 - 2000
Education
Brown University 1988 — 1992
Nightingale-Bamford 1978 — 1988
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch September 2006 - Present
Quiksilver April 2004 - April 2006
Gap Inc. April 2002 - April 2004
Skills
Excel, Word, Customer Service, Customer Relations, Research, PowerPoint, Internet, Public Speaking, Microsoft Word, Microsoft Excel, Access, Outlook, Teamwork, Sales, Project Management, Time Management, Financial Analysis, Microsoft Office, Banking, Data Entry, Process Improvement, Administrative..., Leadership, Program Management, Event Planning, Social Networking, Marketing, Employee Relations
Education
Brigham Young University - Hawaii 1981 — 1997
Bachelor of Science, Hospitality and Tourism Management
Kahuku High School
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
Scholastic May 2012 - Present
Bank of America Merrill Lynch June 2010 - May 2012
Fidelity Investments May 2008 - February 2010
Fidelity Investments May 2006 - April 2008
Putnam Investments 1995 - 2003
Education
Brown University
ScB, Mathematics
Bank of America Merrill Lynch April 2007 - Present
Morgan Stanley February 2005 - March 2007
Citigroup Global Corporate and Investment Bank May 2003 - February 2005
New York Stock Exchange June 2001 - February 2003
U.S. Department of Justice January 2000 - May 2001
Kings County District Attorneys Office November 1994 - December 1999
Skills
Securities
Education
Brooklyn Law School 1987 — 1994
Bank of America Merrill Lynch April 2010 - Present
One East Partners December 2007 - April 2010
Barclays Capital PLC 2006 - 2007
JPMorgan 2004 - 2006
JPMorgan Chase Bank 2004 - 2006
JPMorgan Chase 2004 - 2006
Education
Brown University 1998 — 2003
Thinkreon 2012 - Present
Pharus Advisors, LLC 2011 - 2011
Bank of America Merrill Lynch June 2010 - August 2010
MagnaChip Semiconductor May 2008 - June 2009
Sun Korea Electronics, Ltd August 2007 - March 2008
Skills
Brand Marketing, Product Marketing, Business Strategy, Marketing Strategy, Corporate Development, Merchandising, Marketing, E-commerce, Social Media Marketing, Valuation, Strategy, Corporate Finance, Financial Analysis, Digital Marketing, Management, SEO
Education
Stanford University Graduate School of Business 2009 — 2010
Master of Business Administration (M.B.A.), Did not complete
Brown University 2002 — 2007
Bachelor's Degree, International Relations
Universitat Pompeu Fabra 2005 — 2006
Offit Capital Advisors May 2013 - Present
APCO Capital/ Strategic Growth Alliance March 2013 - May 2013
Oppenheimer & Co. May 2011 - January 2013
Bank of America Merrill Lynch June 2010 - May 2011
Bank of America Merrill Lynch August 2009 - June 2010
Bank of America Merrill Lynch October 2007 - September 2009
The LJ Companies July 2006 - May 2007
Janney Montgomery Scott January 2006 - June 2006
Skills
Operations Management, Organization Skills, Strategic Communications, Organizational..., Organizational..., Project Management, Marketing Communications, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Investment Banking, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Series 7, Series 66
Education
Bryant University 2003 — 2007
B.S., Finance
St. Mary's Academy Bay View 1999 — 2003
AQR Capital Management January 2015 - Present
AQR Capital Management June 2012 - December 2014
Bank of America Merrill Lynch July 2011 - June 2012
Brown University January 2009 - January 2011
The Brown Daily Herald, Inc. August 2007 - December 2010
Mediacom June 2010 - August 2010
Mediacom June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Economics, Microsoft Excel, Financial Analysis, Corporate Finance, Research, Analytics, PowerPoint
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Organizational Studies
The World Bank June 2013 - Present
Economist Intelligence Unit March 2013 - March 2014
Last Mile Health (Tiyatien Health) June 2012 - November 2012
Roubini Global Economics December 2010 - June 2012
B&M Consultancy 2011 - 2011
Bank of America-Merrill Lynch 2009 - 2010
Merrill Lynch September 2005 - July 2007
Trace Foundation 2001 - 2003
Chinese Academy of Sciences 2000 - 2001
Skills
Policy Analysis, Macroeconomics, Economics, Emerging Markets, Econometrics, Quantitative Analytics, Research, Fixed Income, Qualitative Research, Economic Research, Bloomberg Terminal, Derivatives, International..., Policy, Stata, Data Analysis, Frontier Markets, Statistics, International Economics, Management, International Relations, Economic Development, Political Risk Analysis, Public Policy, Foreign Policy, Analysis, Qualitative Data...
Education
CFA Institute 2014 — 2014
Passed Level I of the CFA Program
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs, International Finance and Economic Policy
Brown University 1996 — 2000
Bachelor of Arts, Physics
Bank of America Merrill Lynch June 1999 - Present
Bank of America Merrill Lynch 1999 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Equity Research, Institutional Sales, Investment Banking, Investments, Series 7, Fixed Income, Securities, Series 63
Education
Bryant University 1975 — 1979
Bachelor of Science (B.S.), Accounting
Zions Bank September 2013 - Present
Managed Wealth Financial November 2012 - September 2013
BANK OF AMERICA MERRILL LYNCH April 2007 - March 2011
BANK OF AMERICA MERRILL LYNCH November 1999 - March 2011
US BANK March 1996 - April 1999
First Security Bank of Utah, N.A. August 1975 - February 1996
Skills
Banking, Customer Service, Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Portfolio Management, Loans, Trade Finance, Teamwork, Securities, Analysis, Payments, Risk Management, Business Analysis, Management, Compliance, Credit, Investments, Wealth Management, Training, Series 63, Treasury Management, Cash Management, Account Reconciliation, Retirement Planning, Strategic Financial..., Finance, Equities, Financial Services, Mutual Funds, Financial Planning
Education
Brigham Young University 1973 — 1975
BACHELOR OF ARTS, EDUCATION
Ricks College 1971 — 1973
Associates, General
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch July 2011 - March 2014
Bank of America Merrill Lynch August 2007 - June 2011
SunTrust Bank January 2006 - August 2007
Ernst & Young September 2003 - January 2006
PriceWaterhouseCoopers January 2002 - April 2002
Skills
Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Florida 2001 — 2003
Bachelor of Science, Accounting
Brigham Young University - Idaho 1998 — 2000
Associate of Arts, Accounting
Wasatch Advisors August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2015
The Wharton School August 2012 - May 2014
PIMCO June 2008 - June 2012
Citi May 2006 - June 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Series 7, Credit, Risk Management, Alternative Investments, Mutual Funds, Equities, Capital Markets, Securities, Corporate Finance, Equity Research, Investment Banking, Investment Strategies, Finance, Bonds, Credit Analysis, Financial Services, Options, Financial Markets, Investment Advisory, Financial Advisory, Business Valuation, Financial Structuring, Credit Risk, Corporate Development, Equity Valuation, Financial Risk, Mergers, Series 66, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Real Estate
Brigham Young University
Bachelor of Science - Marriott School of, Finance
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
KPMG October 2014 - Present
KPMG January 2013 - Present
Merrill Lynch September 2010 - December 2012
Bank of America Merrill Lynch August 2007 - November 2010
Merrill Lynch January 2005 - August 2007
Accenture August 1995 - December 2004
Skills
Capital Markets, IT Strategy, Risk Management, Project Management, Trading Systems, PMO, Portfolio Management, Management, Leadership, Integration, Investment Banking, Banking, Business Analysis, Business Transformation, Emerging Markets, Equities, Financial Services, Derivatives, Finance, Fixed Income, Governance, Management Consulting, SDLC
Education
Brunel University London 1991 — 1995
B. Eng Hons, Engineering & Management
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Columbia University in the City of New York June 2011 - August 2013
Columbia University in the City of New York October 2010 - May 2011
Millennium Development Project (MVP), The Earth Institute July 2010 - August 2010
International Monetary Fund October 2005 - October 2007
Bank of America Merrill Lynch June 2003 - August 2003
MEL Consulting Ltd June 2002 - August 2002
Skills
Teaching, Education, Program Management, Public Health, Reproductive Health, Africa, Social Entrepreneurship, Nonprofits, Community Outreach
Education
Columbia University in the City of New York 2009 — 2011
MPH, Public Health / Epidemiology
Bryn Mawr College 2000 — 2004
BA Cum Laude, Economics
Wesley Girls High School 1996 — 1998
SSSCE Distinction, Physics, Chemistry, Mathematics
Bank of America Merrill Lynch November 2014 - Present
Community Bank November 2012 - November 2014
Boston Private Bank & Trust Company May 2011 - November 2012
First Private Bank & Trust July 2005 - May 2011
Bank of America 1989 - 2003
Skills
Marketing Strategy, Loans, Commercial Mortgages, Leadership, Commercial Lending, Small Business Lending, Real Estate, Banking, Credit, Loan Origination, Mortgage Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis
Education
University of Redlands 1985 — 1986
Bachelor's Degree, Business Administration and Management, General
Brigham Young University 1979 — 1983
Business Administration and Management, General
Genpact Headstrong Capital Markets December 2014 - Present
UnitedLex Corporation October 2012 - September 2014
Bank of America Merrill Lynch October 2010 - October 2012
Bank of America Merrill Lynch January 2008 - October 2010
Law Firms & Financial Institutions August 2006 - January 2008
Kaye Scholer LLP September 2002 - June 2006
David A. Kaminsky & Associates PC May 1999 - June 2001
Office of the U. S. Attorney (E.D.N.Y.) May 1997 - September 1997
Willkie Farr & Gallagher LLP June 1994 - July 1996
Skills
ISDA, Hedge Funds, Derivatives, Legal Writing, Dodd-Frank, ISDA negotiations, Project Management, Exception Management, Swaps, Bankruptcy, Litigation Support, Litigation, Collateral Management, Structured Products, Credit Derivatives, Legal Research
Education
Brooklyn Law School 1996 — 1999
JD, Law
Wesleyan University 1989 — 1994
BA, Government (International Politics)
Brooklyn Technical High School 1984 — 1988
Diploma, Aeronautical Engineering
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch January 2009 - April 2014
Merrill Lynch March 2003 - January 2009
Walnut Creek Advisors, LLC June 2001 - March 2003
eBondTrade October 1999 - June 2001
Goldman Sachs December 1980 - September 1999
Smith Barney Harris Upham & Co. May 1979 - December 1980
Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Business Development, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Structured Finance, Structured Products, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Healthcare
Brown University 1971 — 1975
Public Policy
Merx Aviation Finance, LLC February 2014 - July 2014
Apollo Global Management LLC April 2011 - February 2014
Bank of America Merrill Lynch July 2009 - April 2011
Banc of America Securities LLC June 2008 - August 2008
Skills
High Yield, Financial Modeling, Due Diligence, Bonds, Debt, Deal Execution, LBO, Investment Banking, Valuation, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
Bachelor of Science, Applied Mathematics
University School of Nashville 1999 — 2005
Sandler O'Neill & Partners, L.P. 2015 - Present
Bank of America Merrill Lynch 2012 - 2015
Goldman Sachs 2007 - 2009
Ernst & Young 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Bucknell University 2000 — 2004
BSBA
The Lawrenceville School 1997 — 2000
Bank of America Merrill Lynch August 2014 - Present
Coastal Medical (Contract) March 2014 - Present
Various Companies April 2013 - January 2014
Boston Medical Center January 2013 - March 2013
The Westerly Hospital August 2012 - December 2012
Southcoast Hospitals Group August 2011 - February 2012
Lifespan Inc January 2008 - August 2011
Advanced Financial Services September 2001 - January 2008
St. Anne's University Hospital June 2000 - August 2001
Lifespan February 1992 - June 2000
Skills
Financial Analysis, Healthcare, PeopleSoft, Healthcare Management, Hospitals, Financial Reporting, Revenue Cycle, Medicare, Forecasting, Access, Accounting, Healthcare Information..., Budgets, Analysis, Banking
Education
Bryant College 1980 — 1982
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant College 1975 — 1979
Bachelor's degree, Finance, General
The D. E. Shaw Group July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Skills
Stata, Equities, Financial Modeling, Bloomberg, Financial Analysis
Education
Brown University 2008 — 2012
Nanjing Foreign Language School
Voya Financial June 2013 - Present
Bank of America Merrill Lynch January 2011 - June 2013
Education
Brigham Young University - Hawaii
Bank of America Merrill Lynch February 2012 - Present
CUNA Mutual Group January 2006 - September 2010
Edward Jones March 1999 - December 2005
Skills
Retirement Planning
Education
Bryant University 1986 — 1990
BS, Business Administration
Bank of America Merrill Lynch June 2014 - Present
KPMG EVS July 2011 - May 2013
Trillium Trading, LLC September 2006 - March 2010
Skills
Valuation, Financial Modeling, Chess, Rebuilding Classic Cars, Financial Markets, Finance, Equities, Fixed Income, Economics, Derivatives, Trading Strategies, Statistics, Bloomberg, Management Consulting, Capital Markets, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis
Education
MBA Candidate at the Tuck School of Business at Dartmouth 2013 — 2015
MBA, General Management
Simon Business School 2010 — 2011
MA, Finance
Brown University 2002 — 2006
BA, Business Economics
Bank of America Merrill Lynch February 2013 - Present
JPMorgan Chase June 2012 - February 2013
Pro Unlimited- Novell August 2011 - June 2012
JPMorgan Chase June 2011 - August 2011
Mark Steel Jewelry January 2000 - June 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Nuskin Enterprises January 2006 - May 2006
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Handmade Jewelry, Financial Statement..., Debt Structuring, Industry Analysis, Collateral Analysis, A/R Collections, Customer Service, Training, Languages, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Business Management-Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Business Management, Finance Emphasis
Bank of America Merrill Lynch September 2012 - Present
Haynes and Boone, LLP January 2008 - September 2012
Skills
Commercial Litigation, Bankruptcy, Litigation, Corporate Law, Legal Research, Securities Regulation, Legal Writing, Business Litigation, Civil Litigation
Education
Brooklyn Law School 2003 — 2006
J.D., Law
Bank of America Merrill Lynch November 2012 - Present
North Shore Financial Group An Office of MetLife December 2010 - Present
Education
Bryant University 2006 — 2010
BSBA, Finance, Legal Studies
Bank of America Merrill Lynch July 2015 - Present
University of Illinois at Urbana-Champaign September 2013 - July 2015
ETH Zurich September 2011 - September 2013
Skills
Matlab, Science, LaTeX, Mathematica, Physics
Education
Brown University 2005 — 2011
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
Patrick & Robinson, LLC September 2015 - Present
Bank of America Merrill Lynch August 2014 - September 2015
TMX Finance July 2012 - March 2014
Walgreens December 2003 - July 2012
Skills
Accounting, Accounts Payable, Accounts Receivable, Payroll, P, Profit, Retail, Inventory Management, Store Management, Customer Service, Forecasting, Account Management, Pricing, Finance, Store Operations, Microsoft Excel, Coaching, Managerial Finance, Sales, Merchandising, Inventory Control, Visual Merchandising, Retail Sales, Financial Analysis, Time Management, Loss Prevention, Recruiting, Hiring
Education
University of North Florida 2015 — 2017
Master's Degree, Accounting
Brigham Young University - Idaho 2000 — 2003
Bachelor's Degree, Business Management with emphasis in Finance, 3.5