Bank of America, Merrill Lynch Wealth Management
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Bank of America, Merrill Lynch Wealth Management Employees
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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