Bank of America, Merrill Lynch Wealth Management

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Bank of America, Merrill Lynch Wealth Management Employees

Employee
Years
Job
Industry
Nicholas Gent Nicholas Gent Washington, District Of Columbia Details
Nicholas Gent's Bank of America, Merrill Lynch Wealth Management Experience January 2012 - June 2013
Job M&T Bank NotForProfit Relationship Manager
Industry Banking
Experience
M&T Bank  October 2014 - Present
M&T Bank  June 2013 - October 2014
Bank of America Merrill Lynch, Wealth Management  January 2012 - June 2013
Collegiate Entrepreneurs Inc  September 2010 - September 2011
Collegiate Entrepreneurs  January 2010 - August 2010

Skills
Sales, Business Strategy, Financial Analysis, Investments, Lead Generation, Management, Management Consulting, Microsoft Excel, Risk Management, Financial Modeling, Finance, Banking, Valuation, Financial Risk, Strategic Financial..., Portfolio Management, Bloomberg, Accounting, Investment Banking, Strategic Planning, Mutual Funds, Equities, Fixed Income, Business Analysis, Capital Markets, Bloomberg Terminal, Financial Reporting, Entrepreneurship, Managerial Finance, Equity Research, Commercial Lending, New Business Development, Trading, Derivatives, Marketing, Financial Accounting, Marketing Strategy, Microsoft Word, Financial Advisory, Sales Management, Corporate Finance, Credit, Structured Products, Recruiting, Research, Alternative Investments, Negotiation, Leadership

Education
Marist College   2009 — 2013
Bachelor of Science (BS), Business Finance, 3.44

Christopher Keeler Christopher Keeler Greater New York City Area Details
Christopher Keeler's Bank of America, Merrill Lynch Wealth Management Experience July 1996 - June 2009
Job Lead Development Manager
Industry Information Technology and Services
Experience
TIAA-CREF  November 2014 - Present
TIAA-CREF  March 2012 - December 2014
Coventry First, LLC  June 2009 - March 2012
Bank of America - Merrill Lynch Wealth Management  July 1996 - June 2009

Skills
.NET, Software Engineering, Application Architecture, Software Project..., IT Management, Project Portfolio..., Corporate Finance, Governance, SDLC, IT Audit, Change Management

Education
Rutgers University-New Brunswick   1991 — 1995
BS, Industrial Engineering

Larry Trink Larry Trink Princeton Junction, New Jersey Details
Larry Trink's Bank of America, Merrill Lynch Wealth Management Experience January 2014 - December 2014
Job Copywriter and Content Creator/Strategist
Industry Financial Services
Experience
Bank of America - Enterprise Creative Solutions  January 2015 - April 2015
Bank of America - Merrill Lynch Wealth Management  January 2014 - December 2014
Bank of America - Merrill Lynch Wealth Management  January 2010 - October 2013
Merrill Lynch  March 2006 - January 2010
Creative Direct/Princeton Interactive Communications   January 1997 - March 2006
Princeton Direct   May 1987 - December 1996
Scali Direct   1986 - 1987
Draftfcb  1983 - 1985
CitiFinancial  1979 - 1982

Education
Washington University in St. Louis - Olin Business School   1977 — 1979
MBA

Colgate University   1973 — 1977
BA

Alexandra Blake Alexandra Blake Miami, Florida Details
Alexandra Blake's Bank of America, Merrill Lynch Wealth Management Experience July 2012 - August 2012
Job Marketing Analyst at Southern Wine & Spirits
Industry Food & Beverages
Experience
Southern Wine & Spirits  August 2013 - Present
Wells Fargo  May 2013 - August 2013
University of Florida  January 2012 - May 2013
Bank of America Merrill Lynch Wealth Management  July 2012 - August 2012
Floridanomics   May 2012 - July 2012
The Washington Economic Group   May 2012 - July 2012
Student Finance Group  October 2011 - December 2011
Student Finance Group  August 2011 - October 2011

Skills
CRM, Management, Marketing, Entrepreneurship, Research, Economics, Portfolio Management, Capital Markets, Statistics, Social Media, Leadership, Fundraising, Social Networking, Public Relations, Teamwork, PowerPoint, Spanish, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office

Education
University of Florida   2009 — 2013
Bachelor of Business Administration, Economics

Coral Reef Senior High School   2005 — 2009
International Baccalaureate Diploma

G W Carver

Jim Kurdek Jim Kurdek Washington D.C. Metro Area Details
Jim Kurdek's Bank of America, Merrill Lynch Wealth Management Experience September 2011 - October 2012
Job Director, comScore Marketing Solutions
Industry Banking
Experience
comScore, Inc.   July 2014 - Present
Bank of America  October 2012 - July 2014
Bank of America, Merrill Lynch Wealth Management   September 2011 - October 2012
Bank of America, Merrill Lynch Wealth Management   March 2009 - September 2011
Bank of America, Merrill Lynch Wealth Management   June 2008 - March 2009
Walden Asset Management   May 2007 - August 2007
Solimar International  June 2004 - August 2006

Skills
Financial Analysis, Data Analysis, Project Management, Strategy, Product Management, Strategic Planning, Management, Analytics, Marketing, Cash Management, Wealth Management, Mutual Funds, Financial Modeling, Competitive Analysis, Market Research, Business Strategy, Business Analysis, Marketing Strategy

Education
Boston University - School of Management   2006 — 2008
MBA

American University   1999 — 2003
BS

Mt Olive High School

Mt Olive High School

Charles K. Miller Charles K. Miller Miami/Fort Lauderdale Area Details
Charles K. Miller's Bank of America, Merrill Lynch Wealth Management Experience January 2010 - September 2010
Job Head of U.S. Private Banking, Senior Vice President, Aventura, Florida at IDB Bank
Industry Investment Management
Experience
IDB Bank  September 2010 - Present
Bank of America - Merrill Lynch Wealth Management  January 2010 - September 2010
Bank of America Private Wealth Management - U.S. Trust   October 2006 - January 2009
Regions, Morgan Keegan Private Bank   June 2004 - October 2006
Wachovia Securities  February 2003 - June 2004
Citibank / Citicorp Investment Services   March 1994 - February 2003
Citizens Federal Bank  November 1989 - March 1994
First Investors Corporation  April 1986 - November 1989

Skills
High Net Worth..., Alternative Investments, Wealth Management, Private Banking, Retirement Planning, Loans, Securities, Wealth, Series 7, Portfolio Management, Investments, Financial Services, Banking, Risk Management, Investment Management, Mortgage Lending, Estate Planning, Finance, Asset Management, Asset Allocation, Fixed Income, Insurance, Equities

Education
Barry University   1994 — 1996
Bachelor's Degree, Finance / Professional Studies

Laura Kuehn Laura Kuehn Greater New York City Area Details
Laura Kuehn's Bank of America, Merrill Lynch Wealth Management Experience November 2013 - October 2014
Job GWIM Compliance Specialist | Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2014 - Present
Bank of America Merrill Lynch Wealth Management  November 2013 - October 2014
Merrill Lynch Wealth Management  July 2012 - November 2013
Merrill Lynch Wealth Management  July 2011 - July 2012
Merrill Lynch Wealth Management  November 2008 - July 2011
Merrill Lynch  2007 - 2008

Skills
Series 7, CRM, Investments, CRPC, Wealth Management, Uniform Combined State..., Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Series 63, Investment Advisory, Series 9, Series 10, Series 66, Portfolio Management, Strategic Financial..., Retirement Planning, Securities, FINRA, Financial Planning

Education
City University of New York-Queens College   2004 — 2008
BBA & BSc, Corporate Finance & Economics

Laura Vaccarella Laura Vaccarella Greater New York City Area Details
Laura Vaccarella's Bank of America, Merrill Lynch Wealth Management Experience July 2006 - April 2009
Job
Industry Financial Services
Experience
MetLife - The Americas, CAO Organization,   May 2012 - Present
MetLife - US Business, Strategy, Planning & Governance   February 2011 - April 2012
MetLife - Global HR Operations Delivery   April 2009 - February 2011
Bank of America, Merrill Lynch Wealth Management   July 2006 - April 2009
Bank of America, Banc of America Investment Services, Inc.   March 2005 - July 2006
Bank of America, Banc of America Investment Services, Inc.   November 2001 - February 2005

Skills
Six Sigma, PMP, Governance, Process Management, Process Improvement, Project Management, Strategic Planning, Customer Centric..., Innovation Management, User Acceptance Testing, Broker-Dealer, Insurance, Banking, Relationship Management, Business Process..., Risk Management

Education
University of North Carolina at Charlotte   1997 — 2001
BA

John Hreno, PMP John Hreno, PMP Greater New York City Area Details
John Hreno, PMP's Bank of America, Merrill Lynch Wealth Management Experience 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America - Merrill Lynch Wealth Management  2009 - Present
Merrill Lynch  2005 - 2008
Merrill Lynch  2002 - 2005
Merrill Lynch  1996 - 2002
Merrill Lynch  1991 - 1996
Hoechst Celanese, Bridgewater, NJ   1987 - 1991
Merrill Lynch  1986 - 1987
AT&T Information Systems  1985 - 1986
Kmart Apparel Corp   1983 - 1985

Education
Carnegie Mellon University   2005 — 2005
CMMI Training

Chubb Institute for Computer Technology   1981 — 1983
Certificate in Computer Prgramming, Computer Technology

Raritan Valley Community College   1990 — 1992
PMP Certification Training

William Paterson University of New Jersey   1974 — 1978
BA, Political Science, Business Admin.

Natalie Russomanno Natalie Russomanno Greater Philadelphia Area Details
Natalie Russomanno's Bank of America, Merrill Lynch Wealth Management Experience May 2010 - Present
Job Experienced Financial Analyst
Industry Financial Services
Experience
Merrill Lynch  January 2013 - Present
Bank of America Merrill Lynch Wealth Management  May 2010 - Present
BANK OF AMERICA MERRILL LYNCH  July 2008 - May 2010
Merrill Lynch Insurance Group  May 2004 - July 2008
RCN  February 1997 - March 2004
Medical Inter-Insurance Exchange  August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE  May 1994 - August 1995
TRELLIS CONSULTING, INC.   April 1992 - May 1994

Education
Rider University
Bachelor of Science, Accounting

Gordon Friedrich Gordon Friedrich Greater St. Louis Area Details
Gordon Friedrich's Bank of America, Merrill Lynch Wealth Management Experience May 2009 - December 2009
Job Account Director at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  August 2014 - Present
Thomson Reuters  November 2013 - Present
Thomson Reuters  September 2011 - Present
Missouri Lawyers Media  January 2010 - August 2011
Bank of America Merrill Lynch Wealth Management  May 2009 - December 2009
Bank of America Investment Services, Inc   July 2008 - March 2009
Kopila Children's Home (Orphanage)   January 2008 - May 2008
Bank of America  October 2006 - December 2007
Banc of America Investment Services, Inc  December 2003 - September 2006
Americorps National Civilian Community Corps  January 2003 - November 2003

Skills
Sales, Six Sigma, Strategic Partnerships, Leadership, Account Management, Management, Finance, Wealth Management, Salesforce.com, Sales Process, Equities, Strategy, Business Development, CRM, Strategic Planning

Education
Washington University in St. Louis   2013 — 2014
Master of Business Administration (MBA), Executive

Miami University   1998 — 2002
BA, Marketing

John Cabot University   2001 — 2001
International Business

St. Ignatius   1995 — 1998

Anne (Raymond) Ford Anne (Raymond) Ford Greater Boston Area Details
Anne (Raymond) Ford's Bank of America, Merrill Lynch Wealth Management Experience January 1985 - Present
Job Registered Client Associate at Bank of America Merrill Lynch Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch Wealth Management  January 1985 - Present
Fleet Bank  1985 - 2012
Shawmut Bank  1985 - 2012
Bank of America Investment Services (BAI)   1985 - 2012
Quick & Reilly  1985 - 2012

Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning

Education
Becker College
Associate's degree

Woonsocket High School

Maria A. Recchia Maria A. Recchia Norwalk, Connecticut Details
Maria A. Recchia's Bank of America, Merrill Lynch Wealth Management Experience June 2015 - August 2015
Job Student at Bryant University
Industry Financial Services
Experience
Stew Leonard's  July 2014 - Present
Stella & Dot  May 2014 - Present
Childcare Services  January 2008 - Present
Bank of America Merrill Lynch Wealth Management  June 2015 - August 2015

Skills
Microsoft Word, PowerPoint, Superior research skills, Microsoft Excel, Advanced compute..., Financial Modeling, PC and MAC computers, Windows XP, Internet Explorer, HTML, SAS Programming, RStudio, Tableau

Education
Bryant University   2012 — 2016
Bachelor's Degree, Bachelor of Science in Business Administration, Finance

Corey Rewis Corey Rewis Greater Atlanta Area Details
Corey Rewis's Bank of America, Merrill Lynch Wealth Management Experience October 1995 - Present
Job SVP Bank of America, Global Learning Organization / MBA Human Resources Management
Industry Human Resources
Experience
Bank of America - Merrill Lynch Wealth Management  October 1995 - Present
Bank of America  2005 - 2008
Bank of America  January 2004 - January 2005
Bank of America  January 2003 - January 2004

Skills
Change Management, Leadership Development, Organizational..., Leadership, Process Improvement, Talent Management, Strategic Planning

Education
Ashford University
BA, Organizational Management / Human Resources Management

Ashford University
MBA, Human Resources Management

St. Petersburg College
AA, Liberal Arts

Peter Feuerverger Peter Feuerverger Old Bridge, New Jersey Details
Peter Feuerverger's Bank of America, Merrill Lynch Wealth Management Experience October 2009 - February 2012
Job Product Modeler/Product Consultant/Technical Project Manager/Senior Systems Analyst
Industry Insurance
Experience
FJA-US  September 2014 - Present
CVS Caremark Corporation  July 2011 - January 2014
Bank of America - Merrill Lynch Wealth Management  October 2009 - February 2012
Merrill Lynch  May 2001 - May 2009
Prudential Securities  1999 - 2001
The Chase Manhattan Bank  1990 - 1999
Other related experience (consultant)   1984 - 1990

Skills
Software Project..., Business Analysis, Systems Analysis, Technical Leadership, Gap Analysis, Quality Assurance, Requirements Analysis, User Acceptance Testing, Software Documentation, Integration, Enterprise Architecture, XML, Analysis, Project Management, Databases, Requirements Gathering, Visio, PMO, Vendor Management, Architectures, Business Requirements, IT Strategy, SDLC, Management, Program Management, Consulting, Process Improvement

Education
New York University   1984 — 1985
Diploma, Computer Programming

Cluj University, Romania   1969 — 1971
BS, Civil Engineering

Scott Babashak, CFP®, QPFC, AIF® Scott Babashak, CFP®, QPFC, AIF® Bethlehem, Pennsylvania Details
Scott Babashak, CFP®, QPFC, AIF®'s Bank of America, Merrill Lynch Wealth Management Experience August 2006 - January 2010
Job GF Pension, Director, Retirement Planning
Industry Financial Services
Experience
GF Pension Corporation   February 2010 - Present
LPL Financial Advisor   February 2010 - Present
Bank Of America-Merrill Lynch Wealth Management  August 2006 - January 2010
Television Broadcasting Industry   July 1989 - April 2005

Skills
Investments, Estate Planning, Retirement Planning, Retirement, Pensions, Mutual Funds, Series 7, Insurance, Portfolio Management, Small Business, 401k, Asset Allocation, Financial Planners, Investment Advisory, Wealth Management

Education
The American College   2007 — 2009
CERTIFIED FINANCIAL PLANNER(TM)

Rider University   1985 — 1989
BA, Journalism/Communications

Hamilton High East-Steinert   1981 — 1985
High School

Bo Lin Bo Lin San Francisco, California Details
Bo Lin's Bank of America, Merrill Lynch Wealth Management Experience May 2011 - August 2011
Job Senior Business Analyst
Industry Internet
Experience
Trulia.com  May 2014 - Present
Encore Capital Group (2011-2012 Fortune top 100 fastest growing companies)   October 2012 - May 2014
Bank of America, Merrill Lynch Wealth Management   May 2011 - August 2011
Nankai Capital Ltd.,   June 2010 - August 2010

Skills
SQL, SAS, Data Analysis, Cash Flow Forecasting, Budget Forecasts, Statistical Modeling, Time Series Analysis, R, Portfolio Management, Investments, Hedging, Bloomberg, Excels, MS Excel Pivot Tables, Cluster Analysis, Variance Analysis, VBA, Financial Modeling, NPV, Segmentation, Consumer Behaviour, Financial Analysis, Bloomberg Terminal, Predictive Modeling, Monte Carlo Simulation, Risk Management, Forecasting, Analytics

Education
University of California, Berkeley   2009 — 2012
Bachelor of Arts (B.A.), Economics

University of California, Berkeley   2009 — 2012
Bachelor of Arts (B.A.), Statistics

Pasadena City College   2007 — 2009
Associate of Arts (A.A.), Economics

Bridget McCall Bridget McCall Washington, District Of Columbia Details
Bridget McCall's Bank of America, Merrill Lynch Wealth Management Experience January 2010 - March 2012
Job SVP and Chief of Staff, Capital One Commercial & Specialty Finance
Industry Banking
Experience
Capital One  October 2013 - Present
Capital One  March 2012 - October 2013
Bank of America - Merrill Lynch Wealth Management  January 2010 - March 2012
Bank of America - Merrill Lynch Wealth Management  March 2008 - January 2010
Bank of America  February 2006 - February 2008
MBNA  December 2004 - January 2006
MBNA  December 2003 - November 2004
MBNA  August 2002 - November 2003

Skills
Banking, Finance, Leadership, Portfolio Management, Program Management, Project Management, Strategy, Wealth Management, Financial Services, Management, Business Strategy, Consumer Lending, Commercial Banking, Sales, Credit Cards, Sales Process, Loans, Financial Analysis, Business Development, Marketing Strategy, Mortgage Lending, Customer Service, CRM, Risk Management, Process Improvement

Education
Georgetown University - The McDonough School of Business   1998 — 2002
International Business and Marketing double major, minor in French

Christal Stull Christal Stull Greater New York City Area Details
Christal Stull's Bank of America, Merrill Lynch Wealth Management Experience February 1980 - Present
Job Vice President Technology Project Manager,PMP AD, Six Sigma Green Belt at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2014 - Present
Bank of America - Merrill Lynch Wealth Management  February 1980 - Present
Bank of America/Merrill Lynch  1980 - Present
Merrill Lynch  February 1978 - Present
Merrill Lynch  January 1998 - November 2006

Skills
CRM, Program Management, Leadership, Management, Process Improvement, Project Management, Risk Management, Change Management, PMP, Six Sigma, Project Planning, Budgets, Software Project..., Portfolio Management, Equities, Business Analysis, Financial Services, Vendor Management, SDLC, Banking, Software Development, Business Process..., Resource Management, Fixed Income, IT Strategy, Project Delivery, Strategic Planning, Time Management, Enterprise Architecture, PMO, Outlook, Project Portfolio..., Teamwork

Education
Rutgers University-New Brunswick   1974 — 1978
BA, Psychology

The George Washington University - School of Business
Project Management

Somboon Phanawat Somboon Phanawat Greater New York City Area Details
Somboon Phanawat's Bank of America, Merrill Lynch Wealth Management Experience 1996 - 2008
Job Taxlot System Manager at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  September 2010 - Present
Binec   December 2009 - September 2010
Merrill Lynch  August 2003 - November 2008
Bank of America - Merrill Lynch Wealth Management  1996 - 2008
Merrill Lynch  September 2001 - August 2003
Merrill Lynch  October 1998 - September 2001

Skills
Project Management, SDLC, Cross-functional Team..., Outsourcing, Requirements Analysis, Vendor Management

Education
Chulalongkorn University   1973 — 1978
B.S., Mechanical Engineering

Louisiana Tech University
M.S., Computer Science

University of Louisiana at Monroe
MBA

Samuel Mogadati Samuel Mogadati Greater New York City Area Details
Samuel Mogadati's Bank of America, Merrill Lynch Wealth Management Experience August 2010 - August 2013
Job Project Manager Global Markets Surveillance Technology
Industry Information Technology and Services
Experience
Barclays Investment Bank  September 2013 - Present
Bank of America-Merrill Lynch Wealth Management  August 2010 - August 2013
Qi Interactive, CommonHealth   April 2009 - August 2010
Trafelet & Company  2008 - 2009
Citi  2008 - 2008
Bank of America  2006 - 2008
GS1 - US  2004 - 2006
Data Transformation Corp   2001 - 2004

Skills
SDLC, SQL, Business Analysis, Software Project..., Agile Methodologies, Trading Systems, Requirements Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   1998 — 2001
Bachelors, Computer Science