Bank of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, NY Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
Bank of America Securities 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 Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Securities Employees
DeMers Asset Management & Hillcrest Investment Management January 2008 - Present
Born Capital Financial Services June 2007 - July 2012
Gerry DeMers Research & Trading September 1998 - June 2007
Fuji Securities October 1995 - September 1998
Jackson Associates October 1991 - October 1995
Financial Markets Research & Trading October 1993 - December 1994
Gelderman Securities September 1989 - October 1991
Thomson McKinnon Securities June 1988 - September 1989
Bank of America Securities May 1987 - June 1988
Paine Webber April 1985 - April 1987
Skills
Wealth Management, Options, Alternative Investments, Investment Advisory, Fixed Income, Equities, Portfolio Management, Trading, Hedge Funds, Derivatives, Financial Markets, Bonds, Asset Management, Securities, Mutual Funds, Asset Allocation, Investments, Private Equity, Hedging, Capital Markets, Currency, Trading Systems
Education
University of Arizona 1976 — 1983
BS in Business Admninistration (before Eller College of Management), Marketing, Economics
Credit Suisse March 2013 - Present
Scotia Capital April 2012 - March 2013
First New York Securities November 2010 - July 2011
Barclays Capital December 2009 - December 2010
RBC Capital Markets May 2007 - December 2009
Bank of America Securities May 2005 - April 2007
Goldman Sachs April 2000 - April 2005
The Chase Manhattan Bank April 1999 - March 2000
BNP Paribas March 1998 - March 1999
Canadian Forces July 1990 - September 1997
Skills
Derivatives, Structured Products, Equities, Credit Derivatives, Electronic Trading, Capital Markets, Fidessa, VBA, FX Options, Trading Systems, Fixed Income, Market Data, Middle Office, Risk Management, Bloomberg, Investment Banking, Equity Derivatives, Financial Markets, Trading, Back Office, Options, Sophis
Education
Canadian Forces School of Aerospace Engineering
Electronic Warfare
Canadian Forces School of Military Intelligence
Intelligence Operator
McGill University 1988 — 1989
Political Science
J.P. Morgan October 2014 - Present
J.P. Morgan March 2008 - October 2014
Bank of America Securities August 2006 - March 2008
New Providence Asset Management January 2005 - July 2006
Education
Brown University 2001 — 2005
Business Economics
Macaroni Kid April 2015 - Present
Macaroni Kid February 2013 - Present
Macaroni Kid - Merrimack Valley NH November 2011 - Present
Bank of America Securities 1998 - 2001
Skills
Newsletters, Publishing, Blogging, Press Releases, Copy Editing, Copywriting, Editing, Social Media Marketing, Social Media, Facebook, Social Networking, Online Advertising, Email Marketing, Public Relations, Media Relations, Advertising, Publicity, Online Marketing, Web Content, New Media, Event Planning
Education
Suffolk University 1996 — 2001
Psych, Spanish
Marblehead HS 1994 — 1996
Homeview LLC October 2013 - Present
Self Employed February 2013 - September 2013
Good Clean Fun LLC November 2012 - February 2013
CBS Network's "I Get That A Lot" August 2012 - September 2012
Lifetime's "Prank My Mom" May 2012 - August 2012
A&E's "Gene Simmons Family Jewels" April 2011 - June 2011
Boutique TV July 2010 - November 2010
A&E's Gene Simmons Family Jewels March 2010 - June 2010
Duff & Phelps July 2008 - August 2009
Bank of America Securities July 2007 - May 2008
Skills
Microsoft Office, Photoshop, Adobe Creative Suite, Final Cut Express, Business Applications, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Market Research, Research, Photography, Facebook, Social Media, Video Production
Education
Indiana University - Kelley School of Business 2002 — 2007
BS, Majors: Finance, Marketing, Finance-Real Estate. Minor: Psychology
Canterbury 1995 — 2001
Bradley Woods & Co. Ltd. January 2014 - Present
New West Advisors March 2011 - December 2013
Janco Partners January 2007 - February 2011
Bank of America Securities January 1996 - December 1999
Montgomery Securities 1987 - 1993
Skills
Capital Markets, Institutional Sales, Securities, Equities, Fixed Income, Investment Banking, Private Equity, Venture Capital, Investments, Equity Trading, Trading, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Series 7, Series 24, Series 63, Finance, Fundraising, Sales Management, New Business Development, Consulting, Bloomberg, Equity Research, Asset Management
Education
Norwich University 1981 — 1985
Bachelor of Science, Communications
Loomis Chaffee School 1977 — 1980
Morgan Stanley Wealth Management May 2011 - Present
Citadel Securities 2009 - 2010
Bank of America Securities 1999 - 2008
The Chase Manhattan Bank 1987 - 1999
Skills
Fixed income distressed...
Education
Boston College - Carroll School of Management
Bachelor's degree, Accounting
M.B.A. Fordham University, New York, NY
Master of Business Administration (M.B.A.), Concentration in Finance
Eze Castle Integration August 2009 - Present
Bank of America June 2007 - February 2009
Bank of America Securities April 2004 - June 2007
The Macgregor Group October 2003 - April 2004
Visible World May 2001 - March 2003
Skills
Hedge Funds, Investments, Disaster Recovery, Equities, Asset Management, Investment Strategies, Start-ups, Alternative Investments, Capital Markets, Financial Markets, Derivatives, Trading, Outsourcing, Portfolio Management, Trading Systems, Financial Analysis, Electronic Trading, Securities, Management, Telecommunications, Financial Services, Asset Managment
Education
University of Arizona 1994 — 1998
BA, Media Arts
Alameda High School
MetLife January 2014 - August 2015
Bank of America November 2012 - October 2013
American Tire Distributors October 2011 - November 2012
Ally Bank May 2011 - October 2011
WE Aubuchon & Co September 2010 - May 2011
Staples September 2009 - September 2010
Bowne and Company May 2008 - May 2009
State Street Corp July 2007 - March 2008
Bank of America Securities April 2005 - July 2007
Brown Brothers Harriman & Co April 2004 - November 2004
Skills
SDLC, SharePoint, Information Technology, Visio, Networking
Education
Cardinal Spellman H.S. 1989 — 2003
Stonehill College
B.S, Business Administration; Management
Alambic Investment Management LP May 2013 - Present
CETIP 2009 - Present
IMATCHATIVE INC. May 2014 - Present
Advent international 2008 - December 2013
BondDesk Group LLC January 2008 - November 2013
BondDesk Group LLC November 2004 - January 2008
Bank of America Securities 1998 - 2004
BancAmerica Securities Inc. 1993 - 1998
Bank of America, BA Asia Ltd 1985 - 1989
Skills
Capital Markets, Bonds, Equities, Mergers & Acquisitions, Fixed Income, Securities, Investment Banking, Hedge Funds, Financial Services, Alternative Investments, Trading, Electronic Trading, Derivatives, Portfolio Management, Investments
Education
The Johns Hopkins University
eHarmony March 2014 - Present
Core Digital Media October 2012 - March 2014
Experian July 2010 - October 2012
Experian October 2008 - December 2010
Warner Bros. April 2008 - October 2008
Countrywide November 2006 - April 2008
Citigroup March 2006 - November 2006
Bank of America Securities August 2005 - March 2006
MortgageHub 2002 - 2005
Gmac Mortgage 1997 - 2002
Skills
Application Development, Integration, Vendor Relations, Budgeting, Technology Leadership, Offshoring, Data Warehousing, Quality Assurance, Data Center, Business Intelligence, Enterprise Architecture, Project Management, SOA, Business Process..., E-commerce, Mortgage Banking, Analysis, CRM, Software Development, SDLC, Product Management, Leadership, Budgets, ERP, PMO, Management, Business Process, Architecture, Change Management, Vendor Management, Software Project..., Agile Methodologies, Agile Project Management, Governance, Architectures, Team Management, IT Management, Enterprise Software, SaaS, Cloud Computing, IT Strategy, Analytics
Education
Villanova University 1996 — 1997
MS, Computer Science
University of Mumbai 1991 — 1995
BS, Computer Science
Our Lady of Remedy 1985 — 1991
PROFIT INSIGHT® June 2015 - Present
PROFIT INSIGHT® March 2001 - Present
Bank of America Securities 1997 - 2001
JP Morgan 1985 - 1997
Skills
Banking, Credit Cards, Business Development, Financial Institutions, Commercial Banking, Investment Banking, Product Management, Fixed Income, CRM, Debit Cards, Risk Management, Portfolio Management, Executive Management, Payments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, International Business and Finance
Princeton University 1977 — 1981
BA, History and Economics
Punahou School
JPMorgan Chase July 2013 - Present
Moodys Corporation September 2011 - Present
Bank of America Securities June 2010 - September 2011
Deutsche Bank Securities May 2003 - June 2010
Prudential Securities November 2000 - May 2003
Securities and Exchange Commission August 1997 - November 2000
New York County District Attorney's Office August 1986 - July 1997
Skills
Securities, FINRA, AML, Compliance, Banking, Securities Regulation, Capital Markets, Internal Investigations, Securities Fraud, Securities Litigation, Risk Management, SEC, Corporate Governance, Hedge Funds, Financial Risk, Risk Assessment, Mutual Funds, Financial Regulation, Due Diligence, Corporate Law, Financial Services, FCPA, Fraud, Private Investigations, Financial Institutions, Private Equity, Securitization, Policy, Structured Finance, Anti Money Laundering
Education
Fordham University School of Law 1983 — 1986
J.D.
Columbia University in the City of New York 1977 — 1981
B.A.
Columbia University in the City of New York 1977 — 1981
ba
Gov. Livingston
Independent Contractor August 2013 - Present
JB Drax Honore November 2011 - October 2014
Jefferies & Company April 2010 - October 2011
Rivington Consulting, L. L. C. April 2009 - April 2010
Bank of America Securities July 2008 - May 2009
Bank of America June 2007 - August 2007
CTL Thompson, Inc. May 2004 - July 2006
Skills
Financial Modeling, Fixed Income, Bloomberg, Derivatives, Options, Hedge Funds, Trading, Valuation, Financial Analysis, Investment Banking, Analytics, Capital Markets, Financial Markets, Trading Systems, Securities, Electronic Trading, Commodity, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA, Finance
University of Denver
B. S. in Computer Science, B. A. in Studio Art
Educational Payment Solutions January 2010 - Present
Unity FI Solutions 1999 - Present
BANK OF AMERICA SECURITIES October 2000 - January 2001
BANK OF AMERICA SECURITIES August 1997 - September 2000
MERRILL LYNCH & CO., INC July 1990 - July 1997
WITHUM SMITH & BROWN January 1987 - June 1990
Skills
Investments, Finance, Training, Real Estate, Start-ups, Cash Management, Loans, Private Equity, Analysis, Banking, Fixed Income, Mergers, Business Strategy, Financial Services, Portfolio Management, Financial Analysis, Customer Service, Relationship Management, Financial Structuring, Executive Management, Strategic Financial...
Education
Montclair State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, Accounting
Monroe Twp HS 1977 — 1981
Mount Sinai Health System November 2007 - Present
Quest Diagnostics, Inc April 2006 - October 2007
Prestige Toyota October 2005 - April 2006
Cap Gemini Ernst & Young January 1999 - October 2005
Bank of America Securities May 1999 - November 1999
Skills
Marketing Strategy, Market Planning, Management, Software Documentation, CPOE, Servers, Change Control, Documentations, Visio, EMR, Support Analysts, Great troubleshooting..., Training, Cisco Technologies, Healthcare Information..., Healthcare, Quality Assurance, Troubleshooting, BMC Remedy
Education
Bergen Community College
AAS, Information Technology
NEW TECHNOLOGY CENTER
THE CHUBB INSTITUTE
Diploma, Technical Support
Williamson Fund/ Napeague Capital January 2013 - Present
Roth Capital Partners August 2004 - June 2011
Thomas Wiesel Partners August 2003 - September 2004
Bank of America Securities October 1997 - August 2003
Skills
Corporate Finance, Customer Service, Private Equity, Bloomberg, Trading, Series 63, Equity Trading, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, FINRA, Equities, Financial Analysis, Investments, Valuation, Series 7, Securities, Investment Banking, Alternative Investments, Options, Equity Valuation, Fixed Income, Financial Markets
Education
UC Santa Barbara
California State University, Los Angeles September 2003 - Present
Long Island University, CW Post Campus September 2000 - August 2003
Bank of America Securities February 2000 - July 2000
Seidler-Fitzgerald Public Finance July 1992 - August 1994
US Navy February 1985 - January 1990
Skills
Derivatives, Research, Finance, Higher Education, Public Speaking, Teaching, Macroeconomics, Investments, Management, Leadership Development, Social Media, Leadership, Government, Public Relations, Project Planning, Strategic Planning, Fundraising, Financial Markets, Entrepreneurship, Policy Analysis, Business Strategy, Event Planning, Editing, Teamwork, Policy, Organizational..., Time Management, English, Acting, Social Networking, Coaching, Public Policy, Bonds, Film Actor
Education
Barron Brown 2008 — 2012
New York University 1994 — 2000
PhD, Economics & International Finance
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Business-Finance
University of California, Irvine 1980 — 1983
B.S., Mathematics
red lady realty June 2009 - Present
bank of america securities 1994 - 2000
Drexel Burnham Lambert 1984 - 1990
Skills
Investment Properties, Bonds, First Time Home Buyers, Trading, Real Estate, Foreclosures, Listings, Short Sales, Condos, Investments, Buyer Representation, Relocation, REO, Sellers
Education
Duke University 1980 — 1984
ba, economics, psychology
Bank of America June 2011 - Present
Banc of America Securities 2005 - Present
Banc of America Securities, Dallas January 2005 - June 2011
Bank of America Securities 2005 - 2008
MCI 1996 - 2005
Education
LSU
BS, Computer Science
Equity Sales Trading and Client Services, Retired January 2013 - January 2014
Baldwin-Anthony Securities, Inc September 2011 - January 2013
NFJ Investment Group August 2007 - September 2009
SGC March 2005 - July 2007
Bank of America Securities March 2002 - March 2005
Citigroup/Smith Barney 1983 - September 2001
Skills
Equities, Trading, Capital Markets, Asset Managment, Alternative Investments, Investor Relations, Financial Modeling, Series 7, Mergers & Acquisitions, Investment Management, Asset Management, Bloomberg, Due Diligence, Hedge Funds
Education
The University of Texas at Dallas
BA, Government and Politics
Personify Inc June 2013 - Present
Marketing Lucidity March 2007 - Present
Model Metrics, a salesforce.com company March 2008 - June 2013
Eccentex Corporation March 2007 - December 2010
Gate58 Marketing March 2007 - March 2008
salesforce.com July 2005 - December 2006
Siebel Systems June 1999 - July 2005
Oracle Corporation January 1999 - June 1999
Bank of America Securities June 1998 - February 1999
Arthur Andersen Business Consulting September 1995 - June 1998
Skills
Web Marketing, Marketing Operations, Demand Generation, SaaS, Siebel, Business Process, Management, Business Analytics, Salesforce.com, Go-to-market Strategy, Marketing, Consulting, Leadership, Enterprise Software, Strategy, B2B, Professional Services, Solution Selling, Cloud Computing, Email Marketing, B2B Marketing, Start-ups, Field Marketing, Mergers & Acquisitions, Strategic Partnerships, Cross-functional Team..., Business Alliances, CRM, Lead Generation, Business Intelligence, Business Development, Marketing Automation, Online Marketing, Digital Marketing, Analytics, Product Management, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA
Northwestern University 1987 — 1991
BA
Plymouth-Canton High School 1983 — 1987
Diploma
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Tullett Prebon July 2005 - Present
Prebon Yamane July 2004 - July 2005
Bank of America Securities February 2002 - June 2004
Pershing Securities Corp. October 2000 - December 2001
Pershing Securities Corp. June 1998 - October 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Derivatives, Options, FX Options, Equities, Swaps, Trading, Interest Rate..., Emerging Markets, Currency, IT Strategy, Bloomberg, Hedge Funds
Education
Stevens Institute of Technology 1998 — 2000
Master of Science, Technology Management
Stevens Institute of Technology 1990 — 1996
Bachelor of Engineering, Chemical Engineering
CircleUp November 2014 - Present
KANERAI October 2010 - October 2014
Bank of America Securities February 2005 - April 2008
Infusion Development February 2004 - February 2005
Microsoft September 2001 - January 2004
MIT Lincoln Laboratory June 2000 - September 2000
Skills
WPF, Agile Methodologies, Software Development, C#, .NET, SDLC, Requirements Analysis, SQL, Trading Systems
Education
Polytechnic University 2000 — 2001
Master's degree, Computer Science
Polytechnic University 1997 — 2001
Bachelor of Science (B.S.), Computer Engineering, 3.9 / 4.0
Commerzbank AG 2010 - Present
DLP Associates 2008 - 2010
Citigroup 1997 - 2008
Bank of America Securities 1990 - 1997
CIBC World Markets 1988 - 1990
Continental Bank 1986 - 1988
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Structuring, Cross-border..., Building Relationships, Deal Origination, P&L Responsibilities, Global Client Management, Credit Risk, Derivatives, Treasury Services, Strategic Business..., New Business Development, Cross-functional Team..., Fixed Income, Emerging Markets, Leveraged Finance, FX Options, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Loans, Cash Management, Financial Risk, Capital Raising, Talent Management, Alternative Investments, Mergers & Acquisitions, P&L Management, Syndications, Risk Management, Valuation, Financial Institutions, Asset Management, Equities, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business
BBA
University of Pennsylvania - The Wharton School
MBA
Paul Hastings December 2011 - Present
Paul Hastings November 2010 - Present
CARNEGHI-BLUM & PARTNERS March 2009 - March 2010
paper or plastik 2010 - 2010
FREELANCE November 2007 - March 2009
MOTO Development Group 2008 - 2008
BANK OF AMERICA SECURITIES May 2006 - November 2007
JPMORGAN CHASE December 2005 - April 2006
ERNST & YOUNG July 2002 - December 2004
CREDIT SUISSE FIRST BOSTON April 2002 - July 2002
Education
University of California, Berkeley 1986 — 1991
BA, Dramatic Arts / Dance
San Francisco School of The Arts High School 1983 — 1986
High School Diploma, Modern Dance
Lycée Français of San Francisco 1975 — 1983
Junior High Degree, French
Crushhub.com 2010 - Present
Thomas Weisel Partners 2004 - 2009
Forerunner Capital 2002 - 2004
Bank of America Securities 1999 - 2002
Merrill Lynch June 1998 - September 1998
Montgomery Securities 1994 - 1997
Independence One Mortgage Co. 1990 - 1993
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
Yale University 1986 — 1990
BA, Economics
CFA Institute 1997 — 1999
CFA Designation
U.S. Geological Survey (USGS) May 2004 - Present
Bank of America Securities January 1987 - January 1998
Pacific Gas Transmission January 1980 - January 1987
Education
University of Hawaii at Manoa
MSc, Geology and Geophysics
University of Oregon (Bend)
BSc, General Science
Penserra Securities April 2009 - Present
Duke and Duke Charity Auctions January 2010 - Present
The Writer's Coffee Shop Publishing 2013 - Present
The Marginal Prophet 2008 - Present
JMP Securities April 2004 - May 2007
Bank of America Securities 1997 - 2003
Robertson, Stephens and Company March 1994 - February 1997
Montgomery Securities January 1991 - February 1994
Skills
Equity Trading, Series 7, Hedge Funds, Equities, Capital Markets, Trading, Alternative Investments, Asset Managment, Bloomberg, Electronic Trading, Trading Systems, Fixed Income, Investment Banking, Securities, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Claremont McKenna College 1978 — 1982
BA, Economics
WorldQuant LLC July 2011 - Present
Digital Media Insights, Inc. 2009 - Present
Deutsche Bank September 2008 - June 2009
Deutsche Bank February 2007 - August 2008
Deutsche Bank March 2003 - January 2007
Deutsche Bank July 2001 - February 2003
Algorithmics, Toronto, Canada March 2000 - July 2001
Bank Of America Securities February 1999 - February 2000
Morgan Stanley NY January 1996 - January 1999
Salomon Inc January 1994 - January 1995
Skills
SEO, SEM, Facebook, Website Building, Product Management, Risk Management, Equity Derivatives, Credit Risk, Market Risk, C++, Perl, Sybase, Operations Management, Software Development, Organizational..., Leadership Development, Strategy Development, Application Development, Process Development, JavaScript, jQuery, PHP, Objective-C, Strategy, Trading Systems, Linux, Derivatives, Databases, System Architecture, Trading, SOA
Education
St. Xavier's College 1979 — 1986
B.Sc., Physics
Charles M. Salter Associates, Inc. January 2014 - Present
Anshen + Allen October 2005 - July 2009
CellularOne 1999 - 2003
Bank of America Securities 1998 - 1999
Pacific Gas & Electric 1980 - 1986
Skills
Software Development, Architecture, Solaris, SQL, Databases, Telecommunications, Project Planning
Education
Lehigh University 1975 — 1978
BSME, Mechanical Engineering
Oracle September 2014 - Present
Confidential December 2013 - Present
Vanguard November 2009 - Present
Nexxus Technnologies Inc January 2009 - Present
Bristol-Myers Squibb March 2009 - November 2009
Bristol Myer Squibb April 2008 - February 2009
Bank of America Securities February 2004 - February 2008
ICT Group January 2000 - February 2004
Butler International 2001 - 2004
DSQ Software 1998 - 1998
Skills
Integration, Siebel, Databases, OBIEE, EAI, Requirements Analysis, SDLC, Performance Tuning, Data Warehousing, Business Intelligence, Business Requirements, SOA, Testing, Enterprise Architecture, Solution Architecture, Data Modeling, ETL, Software Project..., IT Strategy, Supply Chain Management, JDE, JDA, Big Data, Hadoop, Oracle Service Cloud, Oracle Rightnow, Oracle Sales Cloud, CRM On Demand
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Mechanical Engineering
Guyton Group LLC January 2007 - Present
Iridium Consulting LLC December 2012 - January 2013
Iridium Consulting LLC July 2010 - August 2012
Bank of America June 2009 - July 2010
Bank of America October 2008 - May 2009
Babson Capital Management January 2007 - July 2008
Bank of America Securities August 2005 - December 2006
BMC Software 1999 - 2003
IBM 1991 - 1995
CompuAdd 1989 - 1991
Skills
Sybase, Derivatives, Fixed Income, Unix, FX Options, Capital Markets, Trading Systems, SQL, Trading, Risk Management, Murex, Oracle, Perl, C++, Control-M, Maestro, Autosys, Linux, Mac OS X, Basecamp, Atlassian JIRA, Business Analysis, Credit Derivatives, Back Office, Investment Banking, Options, Financial Markets, Market Data, Interest Rate..., Commodity, Requirements Analysis, Software Project..., Databases, PL/SQL, Solaris, Shell Scripting, Unix Shell Scripting, Bonds, Middle Office, Software Development, Visio, Requirements Gathering, Data Marts, Electronic Trading, Swaps, Leadership
Education
Sam Houston State University
Bachelor of Science, Computer Science
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
NYSE 2008 - Present
Credit Suisse 1998 - 2007
DMG (Deutsche Morgan Grenfell) Technology Group 1998 - 1998
Bank of America Securities 1996 - 1998
McDonnell Douglas 1992 - 1994
Skills
Equities, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Services, Finance, Corporate Finance, Start-ups, Private Equity, Financial Modeling, Banking, Leveraged Finance, Venture Capital, Valuation, Equity Trading, Strategy
Education
Massachusetts Institute of Technology 1985 — 1989
B.S.
Princeton University 1989 — 1991
M.S.
University of California, Berkeley 1994 — 1996
MBA
The Hackley School
HS
Mount Sinai Medical Center June 2012 - Present
Roche July 2010 - May 2012
Bank of America March 2010 - June 2010
Computer Sciences Corporation November 2008 - December 2009
Bank of America Securities August 2001 - October 2008
Globix February 1999 - May 2001
Toys R Us September 1997 - January 1999
Liberty Brokerage August 1996 - August 1997
Education
CFEngine overview training
Redhat Training
RHCSA
Fairleigh Dickinson University 1992 — 1995
BS, Computer Science
Asure Software October 2012 - November 2014
Asure Software October 2011 - October 2012
Asure Software December 2010 - October 2011
Dish Network September 2009 - January 2011
Event Management Systems by Dean Evans & Associates, Inc. February 2008 - February 2009
Bank of America Securities January 2006 - January 2008
Arkansas State University-Newport January 2004 - August 2005
Street Attack 2005 - 2005
Skills
Training, Interpersonal..., Salesforce.com, Sales, Written Communication, Program Management, Time Management, CRM, Account Management, Software Documentation, Management, Cloud Computing, SaaS, Analysis, Team Building, SharePoint, Business Intelligence, Process Improvement, Leadership
Education
University of Arkansas 2000 — 2002
Master of Arts, Physics Education
University of Arkansas 1996 — 2000
Bachelor of Arts, Physics & Education
Instinet Incorporated June 2014 - July 2015
Instinet Corporation December 2008 - June 2014
Nomura Securities November 2003 - December 2007
Schwab Soundview Capital Markets 2001 - 2003
Epoch Partners 2000 - 2001
Bank of America Securities 1998 - 2000
Skills
Trading Systems, Electronic Trading, Automated Trading, Equity Derivatives, Low Latency, Exchange Connectivity, Program Trading, Proprietary Trading, Equity Trading, Equities, Trading, Trading Strategies, Market Data, Financial Markets, Capital Markets
Education
University at Albany, SUNY 1996 — 1998
BS, Computer Science, Mathematics
Cat Island Partners Ltd October 2008 - April 2015
Bashland Builders March 2008 - September 2008
Design Select October 2007 - January 2008
Brookfield Residential April 2003 - September 2007
Bank of America Securities October 2002 - May 2003
Skills
Residential Homes, Construction Management, Management, Contract Negotiation, Construction, Contract Management, Process Scheduler, Procurement, Customer Service, Renovation, Contractors, Subcontracting, Pre-construction, Project Estimation, Change Orders, Market Research, Time Management, First Time Home Buyers, Project Planning, New Homes, Purchasing, Homebuilding, Editing, Document Drafting
Education
Texas Tech University 1997 — 2001
Bachelor of Science (BA), Human Development and Family Studies, General
Alltech investigations December 2013 - Present
Student/elderly assistant/consultant April 2011 - December 2013
Country-Wide Insurance October 2008 - April 2011
Bank of America Securities January 2006 - August 2008
Skills
OS X, Troubleshooting, Microsoft Office, Customer Service, Networking, Windows, Time Management, Facebook, Microsoft Excel, Software Documentation, System Administration, Technical Support, Social Networking, Human Resources, Microsoft Word, Lotus Notes, iOS, PC building, Android, Computer Repair, Social Media, Problem Solving, Customer Relations, Excel, Documentation, Mac OS X, PC Repair, Web Content Creation, Twitter, Google+, LinkedIn, Information Technology, Software Installation, Windows 7, Windows XP, Teamwork, Outlook, Security, Computer Hardware, Communication, Account Management, People Skills, Arbitration, Litigation, No-Fault
Education
Penn State University 1996 — 2000
BA, Telecommunications
Archbishop Molloy HS 1992 — 1996
HIgh School
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
State Street August 2015 - Present
Merrill Lynch May 2007 - August 2015
Bank of America Securities May 2005 - June 2007
Deutsche Bank January 2003 - December 2003
Skills
Fixed Income, CDS, Series 7, Bonds, Credit Derivatives, Structured Products, Derivatives, Series 63, High Yield, Bloomberg, Equities, Hedge Funds, Capital Markets, Investments, Trading, Credit, Financial Markets, Swaps, CDO, Securities
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business Administration; Finance and Insurance
Sponsors for Educational Opportunity April 2015 - Present
Renewable Energy July 2013 - Present
WIRSOL Solar AG 2011 - January 2013
Diebold 2012 - 2013
Marakon 2011 - June 2012
Good Energies (Clean Energy Private Equity fund) 2006 - December 2010
Bank of America Securities 2005 - July 2006
Morgan Stanley 2000 - July 2005
Marakon 1994 - 1999
Skills
Private Equity, Renewable Energy, Investment Banking, Cleantech, Healthcare, Corporate Finance, Mergers, Business Strategy, Venture Capital, Management Consulting, Asset Management, Mergers & Acquisitions, Business Development, Corporate Development, Due Diligence, Emerging Markets, Energy, Executive Management, Financial Modeling, Financial Services, Management, Start-ups, Strategic Partnerships, Strategy, Valuation, Investments, Project Finance
Education
Princeton University 1990 — 1994
AB, Politics
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Strategy
RH Investment Corp March 2010 - Present
BondDesk Group 2005 - 2009
Henderson Capital Partners 2002 - 2005
Sutro & Co. 2000 - 2001
Bank of America Securities 1986 - 2000
Skills
Bonds, Management, Municipalities, Sales, Fixed Income, Relationship Management, Securities, Leadership, Series 7
Education
University of California, Berkeley
BA
Pillar Pacific Capital Management, LLC. July 2012 - Present
Various Financial Services Firms 2006 - 2009
Finaplex 2005 - 2006
Bank of America Securities 1999 - 2004
Skills
Fixed Income, SDLC, Portfolio Management, Hedge Funds, Financial Services, Investments, Securities, CRM, Trading, Wealth Management, SQL, Banking, Analysis, Analytics, Change Management, Back Office, Equities, Training, Databases, Business Process
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (B.S.), Finance
University of California, Berkeley
Business Administration, Finance
Google August 2011 - Present
ExactTarget August 2010 - August 2011
Madrona Venture Group November 2008 - August 2010
McKinsey & Company February 2007 - October 2008
Google, Inc. October 2005 - December 2005
Microsoft Corporation July 2005 - September 2005
Bank of America Securities May 2005 - July 2005
Microsoft Corporation June 2004 - August 2004
Skills
Product Management, Strategy, Product Development, Mobile Devices, Analytics, Entrepreneurship, Social Media, User Experience, Social Media Marketing, Mobile Applications, Start-ups, Mobile Technology, Business Development, Strategic Partnerships, Product Marketing, SaaS, Competitive Analysis, Advertising, Leadership, Google Adwords, Product Design, Venture Capital, Online Advertising
Education
University of Michigan 2002 — 2006
BSE, Computer Science Engineering
Stanford University 2006 — 2006
Summer Institute for General Management, Business
Raffles Junior College 2000 — 2001
GCE A-levels, Physics, Chemistry, Mathematics, Economics
Municipal Parking Services 2014 - Present
Citi Group 2011 - 2013
Royal Bank of Canada Capital Markets 2006 - 2010
Bank of America Securities 2004 - 2005
Credit Suisse 2003 - 2004
NASDAQ 1999 - 2003
Securities Industry Automation Corporation 1986 - 1999
Skills
Program Management, PMO, PMP, Cross-functional Team..., Financial Services, Management, Project Governance, Project Delivery, Project Portfolio..., Financial Markets, Electronic Trading, Strategy, Executive Reporting, Business Strategy, Project Management, Executive Management, Collaboration, Mentoring, Communication, Change Management
Education
Pace University - Lubin School of Business
MBA, Accounting
University of Rhode Island
BSc, Economics
Lieff Cabraser Heimann & Bernstein, LLP January 2015 - May 2015
Citigroup Private Bank September 2013 - November 2014
Citco Fund Services September 2009 - July 2012
Bank of America Securities April 2007 - February 2009
Bank of America Securities December 2004 - March 2007
Bank of America September 2003 - November 2004
Skills
Swaps, Bloomberg, Derivatives, Equities, Banking, Fixed Income, Hedge Funds, Risk Management, Corporate Finance, Alternative Investments, Options, Financial Risk, Bonds, Capital Markets, Trading, Finance, Management
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration, concentration in Finance
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
Computing Wisdom April 2015 - Present
Bank of America Merrill Lynch October 2012 - April 2014
Department of Buildings February 2009 - December 2011
Self June 2008 - February 2009
Lehman Brothers February 2007 - June 2008
Bank of America Securities March 2005 - February 2007
Deutsche Bank August 2003 - March 2005
J.P. Morgan November 2001 - November 2002
Primary Knowledge, Inc. May 2000 - June 2001
AT&T Laboratories July 1995 - May 2000
Skills
SQL, Eclipse, Perl, Python, Java, Matlab, Spring, HTML, CSS, JavaScript, Unix, Agile & Waterfall..., Software Architecture, Design Patterns, UML, iBatis, JUnit, J2EE, Ant, AJAX, XML, XSL, CVS, Subversion, Apache, Tomcat, Weblogic, Database Modeling, Oracle, Sybase, SQL Server, Netezza, Linux, Windows, Mac OS X, Operations Research, Deterministic Modeling, Stochastic Modeling, Monte Carlo Simulation, Financial Engineering, Production Managment, Machine Learning, Mathematics Education, Gifted Education, Test Preparation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master's Degree, Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certificate of Professional Achievement, Operations Research
New York University
Master's Degree, Mathematics
Stevens Institute of Technology 1993 — 1995
Master's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Mathematics
State University of New York at Buffalo
Bachelor's Degree, Electrical Engineering
edX
Coursera
Udacity
Burr Pilger Mayer, Inc. October 2005 - Present
Burr Pilger Mayer, Inc. October 2005 - Present
Senetek PLC March 2003 - September 2005
WideOrbit and Prescient Capital April 2000 - February 2003
Bank of America Securities April 1999 - April 2000
BDO Seidman, LLP 1990 - 1999
Skills
Accounting, Financial Services, Forecasting, Tax, Due Diligence, Construction, Internal Audit, Sarbanes-Oxley Act, Assurance, Cash Flow, Finance, Financial Statements, Analysis, GAAP, Auditing, Change Management, SEC filings, Budgets, Internal Controls
Education
Santa Clara University 1979 — 1982
Accounting
Santa Clara University - Leavey School of Business 1979 — 1982
BS, Accounting
J.P. Morgan January 2014 - Present
JP Morgan Asset Management June 2008 - 2013
Bank of America Securities 2006 - 2008
Citigroup Investment Research 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation, Securities, Mutual Funds, Buy-side, Asset Managment, Bloomberg, Hedge Funds, Investments, Capital Markets, Finance
Education
Chartered Financial Analyst
Georgetown University 1998 — 2002
BSFS, International Economics
Seton Hall Prep
GO! EXPERIENCE DESIGN February 2012 - Present
Share Our Strength No Kid Hungry - Charlotte 2001 - 2015
Breast Cancer Awareness February 2004 - January 2012
Scarlett Boutique 2006 - 2010
CAST 2008 - 2009
Opera Carolina 2004 - 2009
Bank of America Securities May 1999 - November 2008
NBC's STARTING OVER Reality Show November 2004 - December 2005
THE FARWELL GROUP August 1996 - January 1999
World Explorer Cruises May 1993 - January 1997
Skills
Fundraising, Non-profits, Advertising, Public Speaking, Editing, Event Planning, Public Relations, Entertainment, Marketing Communications, Project Management, Press Releases, Social Media, Television, Time Management, Teaching, Leadership, Leadership Development, Grants, Training, Copywriting, Volunteer Management, Creative Writing, Social Media Marketing, Corporate Communications, Marketing, Research, Grant Writing, Creative Direction, Strategic Planning, Blogging, Customer Service, Internal Communications, Management, Facebook, Team Building, Strategic Communications, Community Development, Community Outreach, Email Marketing, PowerPoint, Healthcare, Nonprofits, Media Relations, Social Networking, Program Development, Newsletters, Event Management, Coaching, Marketing Strategy, Program Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Communication and Media Studies, 3.0
Myers Park High School
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Speech Communications
Genentech March 2009 - Present
EMI Music September 2006 - June 2008
WaterAid April 2006 - August 2006
Genentech February 2002 - March 2005
Robertson Stephens Investment Bank - San Francisco February 1999 - September 2001
Bank Of America Securities January 1998 - February 1999
Center for AIDS Preventions Studies May 1996 - November 1997
Skills
Project Management, Business Analysis, Data Analysis, Cross-functional Team..., Change Management, Process Improvement, Change Control, Program Management, Business Process..., Vendor Management, Quality Assurance, Team Leadership, Strategic Planning, Project Portfolio..., Management
Education
San Francisco State University 1993 — 1997
BSc, Health Science
JPMorgan Chase & Co. September 2015 - Present
BNP Paribas September 2014 - Present
BNP Paribas May 2014 - Present
Morgan Stanley December 2012 - May 2014
Ridge Clearing March 2012 - November 2012
Credit Suisse April 2008 - March 2012
Bank of America Securities June 2005 - March 2008
Prudential Financial April 1987 - May 2005
The Reserve Funds September 1981 - March 1987
Skills
Corporate Actions, Bonds, Equities, Securities, Middle Office, Asset Management, Reconciliation, Fixed Income, Bloomberg, Back Office, Prime Brokerage, Mergers, Outlook, Excel, Word, PowerPoint, Microsoft Office, Reconciliations, Lotus Notes, Account Reconciliation, Microsoft Word, Financial Services, Settlement, Mergers & Acquisitions, Microsoft Excel, Financial Risk
Education
School of Visual Arts 1977 — 1981
BFA, Graphic Communications
Ticketfly September 2011 - Present
Sun Run April 2010 - August 2011
Garmin International June 2007 - April 2010
Barclays Global Investors, iShares March 2005 - February 2007
E*Trade Securities November 2003 - February 2005
Bank of America Securities June 1997 - October 2003
BA Futures, Inc. June 1994 - June 1997
Skills
Agile Product Owner, Product Management, Optimization modeling, Business Development, E-commerce, E-mail marketing, Conflict Resolution, Product Road Mapping, Remote User Testing, Web Analytics, Wireframes, Storyboarding, Payments, Opportunity..., Human Resource Planning, Business Strategy, Scenario Analysis, Agile Methodologies, Product Marketing, User Experience, Strategy, Testing, Email Marketing, Sales, Web Applications, Marketing Strategy, Web Development, Marketing, Training, Product Development, Project Management, Analysis, Management, Competitive Analysis, Start-ups, Mobile Devices, Scrum, SaaS, Integration, Analytics, Strategic Partnerships, Software Development, Mobile Applications
Education
University of Illinois at Urbana-Champaign 1989 — 1994
BA
eBay Inc December 2014 - Present
Corventis / Medtronic December 2008 - November 2014
iRhythm Technologies, Inc. 2008 - 2008
Kellogg Asset Management Practicum 2007 - 2008
Bank of America Securities June 2007 - August 2007
St. Jude Medical March 2000 - July 2006
Medical College of Virginia 1998 - 2000
Skills
FDA, Medical Devices
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Virginia Commonwealth University 1997 — 1999
MS, Biomedical Engineering
University of Madras 1992 — 1996
BE, Instrumentation & Control Engineering
PSBB
Caesars Interactive Entertainment Inc. October 2012 - Present
Caesars Entertainment Corporation September 2011 - October 2012
International Game Technology May 2010 - September 2011
DZ BANK AG, London September 2006 - October 2009
Clairfield International September 2004 - August 2006
Bank of America Securities May 2003 - August 2003
JPMorgan Securities June 1998 - May 2002
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Mergers, Valuation, Business Strategy, Business Development, Management, Finance, Investments, Portfolio Management, Financial Structuring, Corporate Development, Leveraged Finance, Analysis, Corporate Finance, Business Planning, Strategic Planning, Negotiation, Banking, Joint Ventures, Business Analysis, Restructuring, Structured Finance, LBO, Credit
Education
University of North Carolina at Chapel Hill
MBA, Corporate Finance, Kenan-Flagler Business School
University of Virginia
BS, Commerce, McIntire School of Commerce
Apple December 2013 - Present
A9.com April 2010 - November 2013
Tracked.com September 2008 - March 2010
Imagine Software April 2007 - September 2008
Bank of America Securities June 2006 - March 2007
Grow Network/McGraw-Hill June 2005 - June 2006
Certus International -> GenuOne January 2001 - June 2005
Solution Dynamics -> i2 Technologies March 1996 - December 2000
Mosakin Corp July 1995 - March 1996
Systems Automation December 1992 - July 1995
Skills
Distributed Systems, Python, Java, Linux, XML, Tomcat, XSLT, Microsoft SQL Server, CORBA, JSP, Oracle, Flex, Lisp, PL/SQL, Sockets, Windows, XML-RPC, Zope, Software Development, Scalability, Algorithms, System Architecture, Web Applications, OOP, Multithreading, Software Design, Amazon Web Services...
Education
Glushkov Institute of Cybernetics NAS Ukraine 1986 — 1990
Post graduate course
Kyiv National Taras Shevchenko University 1979 — 1984
Masters
Kyiv 145 Phis-Math School
Clarium Capital Management April 2008 - Present
Blackrock August 2002 - March 2008
Bank of America Securities June 2000 - December 2001
Banc of America Securities 2000 - 2001
Skills
Hedge Funds, Trading, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equities, Valuation, Bloomberg, Capital Markets, Financial Modeling, Portfolio Management, Venture Capital, Investments, Derivatives, Due Diligence, Asset Allocation, Global Macro, Options, FX Options, Financial Analysis, Start-ups, Quantitative Finance
Education
Cornell University 1995 — 1999
BS, Finance, Economics
high school
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Mimeo March 2013 - Present
Microsoft Corporation June 2008 - March 2013
Bank Of America Securities August 2006 - June 2008
Symantec Corporation April 2005 - August 2006
Superlative Inc. July 2003 - April 2005
Skills
Software Quality..., C#, Agile Methodologies, SQL, Software Engineering, Software Development, Visual Studio, Testing, Software Project..., Software Design, Microsoft SQL Server, SDLC, .NET, Requirements Analysis, Distributed Systems, Test Automation, Quality Assurance
Education
University Of Southern California 2001 — 2003
Masters, Computer Science
University of Mumbai 1997 — 2001
Bachelors, Computer Engineering
Headwaters MB December 2014 - Present
River Road Partners, LLC September 2007 - Present
NextMed October 2011 - June 2013
CyraCom May 2006 - May 2007
Self-employed July 2004 - February 2006
Service Corporation International August 2002 - November 2003
Service Corporatin International March 2000 - August 2002
Bank of America Securities August 1988 - February 2000
Chicago Board of Trade 1982 - 1985
Skills
Corporate Finance, Mergers, Strategic Planning, Restructuring, Business Strategy, Succession Planning, Marketing, Managerial Finance, Financial Analysis, Business Planning, Due Diligence, Start-ups, Mergers & Acquisitions, Finance, Financial Modeling, Marketing Strategy, Healthcare, Financial Services, Business Services, Bankruptcy, Interim Management, Leadership, Management Consulting, Executive Management, Entrepreneurship, Venture Capital, Private Equity, Corporate Development, Strategy, Business Development, Acquisition Integration, Divestitures, Investor Relations, Valuation, M&A experience, Acquisitions, Business Valuation, Angel Investing, Leveraged Finance, IPO, Capital, Management, Turn Around Management, Debt Restructuring, Business Restructures
Education
Emory University 1985 — 1987
MBA
Vanderbilt University 1978 — 1982
BS, Engineering Science and Business Administration
BPC 51
Highland Park High School
HP Enterprise Services March 2011 - Present
Dell November 2008 - February 2011
ZeroChaos/EDS March 2006 - February 2007
Bank of America September 2000 - September 2005
Alliance Data 2005 - 2005
Bank of America Securities 2002 - 2003
Skills
Disaster Recovery, Active Directory, Servers, Microsoft Exchange, Windows Server, VMware, Virtualization, Data Center, System Administration, Storage, Vendor Management, Operating Systems, IT Operations, Enterprise Vault, Cluster, Hardware, DNS
Education
Collin County Community College 1996 — 1997
n/a, Basics
Olton High School 1991 — 1995
Golden State Warriors July 2011 - Present
HIFX, INC February 2008 - November 2009
Accretive Solutions August 2006 - January 2008
Agilent Technologies May 2005 - August 2005
Scotia Capital - Turnaround Group January 2002 - January 2004
Scotia Capital January 1998 - January 2002
BANK OF AMERICA SECURITIES May 1997 - August 1997
Skills
Corporate Finance, New Business Development, Loans, Portfolio Management, FX Options, Financial Risk, Financial Modeling, Banking, Financial Analysis, Risk Management, Strategic Financial..., Valuation
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
MBA, Finance Concentration
Arizona State University 1994 — 1997
B.S., Finance
Bristol-Myers Squibb January 2009 - Present
Saaswatha Inc, NJ September 2002 - Present
Merrill Lynch January 2008 - December 2008
Bank Of America Securities June 2007 - December 2007
Fortek Inc, NJ April 1997 - July 2002
Merrill Lynch 1999 - 2000
Wipro July 1989 - March 1997
Skills
Architecture, Equities, Market Data, Vendor Management, SQL, Business Analysis, Project Management, Product Management, Data Warehousing, Business Intelligence, Requirements Analysis, Master Data Management, Software Project..., SDLC, ITIL, Unix, Data Analysis, Change Management, ETL, Oracle
Education
National Institute of Technology Karnataka 1985 — 1989
BE, Electronics and Communication
St Joseph's College, Bangalore, India 1983 — 1985
Pre University, PCM
Frank Anthony Public School, Bangalore, India 1981 — 1983
ICSE, PCMB
St. Xavier's School, Ranchi, India 1973 — 1981
ICSE, Math Science English Hindi
Vantage Bank Texas August 2012 - Present
Park Cities Bank March 2008 - 2012
bank of america securities September 2004 - 2008
Bank of America 1995 - 2008
NationsBank / Bank of America 1996 - September 2004
Comerica Bank 1991 - 1993
Skills
Energy Industry, Credit Analysis, Commercial Lending, Loans, Credit, Commercial Banking, Banking, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Treasury Management, Credit Risk, Small Business Lending, Consumer Lending
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Hampden-Sydney College 1987 — 1991
Bachelor of Arts (BA), managerial economics
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
PalliaTech, Inc. October 2010 - Present
MGT Capital Investments March 2011 - May 2012
Medicsight March 2011 - July 2011
Delcath Sysyems, Inc. November 2006 - September 2010
Delcath Systems, Inc. 2006 - 2009
Sandpiper Capital Partners March 2003 - December 2006
T2 Capital Management March 1999 - December 2004
Bank of America Securities 1997 - 1999
Merrill Lynch 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Medical Devices, Start-ups, Business Strategy, Mergers, Strategic Planning, Business Development, Clinical Research, Marketing Strategy, FDA, Biotechnology, New Business Development, Product Development, Venture Capital, Healthcare, Clinical Trials, Cross-functional Team..., Commercialization, Pharmaceutical Industry, Mergers & Acquisitions, Executive Management, Management, Team Building, Surgery, Process Improvement, Strategy, Market Development, ISO 13485, Product Launch, Capital Equipment, Oncology
Education
Boston University School of Law 1979 — 1980
JD
Temple University - James E. Beasley School of Law 1977 — 1979
JD
Tufts University 1973 — 1977
BA, history, biology
BNP Paribas September 2008 - December 2012
Alaris Trading November 2007 - September 2008
Bank of America Securities July 2004 - November 2007
RushTrade Securities March 2003 - June 2004
Ameritrade 1998 - 2002
Skills
Electronic Trading, Prime Brokerage, Hedge Funds, Portfolio Management, Order Management, Equities, Series 3, Series 4, Series 7, Series 24, Series 55, Series 63, Derivatives, Fixed Income, Equity Derivatives, Trading System, FINRA, Options, Trading Systems, Equity Trading, Financial Markets
Education
Iowa State University 1991 — 1995
Finance
Treynor High
Point72 Asset Management January 2011 - Present
Moore Capital Management May 2005 - January 2011
Bank of America Securities September 1999 - May 2005
Skills
Employee Relations, Onboarding, Performance Management, Talent Acquisition, Talent Management, Strategic Planning, Recruiting, stra, Coaching, Compensation & Benefit, College Recruiting
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Human Resource Management
iCoach 2010 — 2010
Professional Coaching Certificate, PCP - Executive Coaching Certificate
Banc of America Securities May 2007 - Present
Bank of America Securities 2007 - Present
Banc of America 2007 - Present
Citigroup 2000 - 2005
Citigroup Global Markets 2000 - 2005
Skills
Banking, Investment Banking, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Investments, Fixed Income, DCF, Financial Analysis, Equities, Capital Markets, Equity Research, Finance, M&A experience, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Risk, Strategy, Venture Capital, Credit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Morehouse College 1996 — 2000
BA, Economics
Accra Academy
Bank of America October 2010 - Present
Bank of America Securities January 2005 - March 2008
Texas Instruments June 2003 - January 2005
United States Navy June 1992 - September 2001
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
United States Military Academy at West Point 1988 — 1992
BS
Punahou School 1982 — 1988
BNP Paribas 2008 - Present
Primrose School of Old Bridge December 2013 - Present
Koko Salons Realty, LLC. d/b/a Salons by JC January 2014 - Present
Bank of America Securities June 2001 - September 2008
Goldman Sachs 1998 - June 2001
Solomon Smith Barney 1996 - 1997
Goldman Sachs 1994 - 1997
Skills
Swaps, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Investment Banking, Trading Systems, Structured Products, Prime Brokerage, Credit Derivatives, Equities, Hedge Funds, FX Options, Electronic Trading, Middle Office, Options
Education
New York University 1992 — 1994
University of Pune 1988 — 1992
BE, Computer Engg
Intech Enterprise Solutions, Inc. June 2006 - Present
Bank of America Securities May 2007 - December 2007
Credit Suisse October 2003 - June 2006
MTVi Group 1999 - 2001
Professional Computer Solutions, Inc. 1993 - 1999
Skills
ETL, Data Warehousing, Microsoft SQL Server, Analysis Services, OLAP, Data Marts, SSRS, Business Intelligence, Data Modeling, SSIS, Erwin, Business Analysis, Sybase, Database Design, Data Analysis, Software Development, Databases, Oracle, Tableau, Performance Tuning, Testing, Solution Architecture, Relational Databases, Data Integration, Cubes, Business Objects, Requirements Analysis, DB2, Dimensional Modeling, SOA, Software Project..., Enterprise Architecture, MDX, Datastage, Data Migration, Data Warehouse..., SQL, Dashboard, Star Schema, PowerPivot, T-SQL
Education
University of Missouri-Rolla 1990 — 1992
Birla Institute of Technology and Science, Pilani 1985 — 1989
Millennium Partners October 2011 - Present
Investment Technology Group, Inc. 2006 - 2011
FNC Inc October 2005 - June 2006
Affiliated Computer Services March 2005 - August 2005
Bank of America Securities 2000 - 2005
Bear Stearns September 1997 - March 2000
NSCC January 1995 - April 1996
Skills
Test Automation, Requirements Analysis, Quality Assurance, Agile Methodologies, Testing, SQL, Software Project..., SDLC, Software Quality..., Test Planning, User Acceptance Testing
Education
Barnard College
BA, Applied Mathematics
New York University - Leonard N. Stern School of Business
New York University - Polytechnic School of Engineering
BS, Applied Mathematics
Jefferies & Company November 2011 - Present
Nomura Securities April 2009 - September 2011
Banc of America Securities 2005 - February 2009
Bank of America Securities May 2005 - 2009
Prudential Securities October 2003 - March 2005
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Series 7, Investments, Investment Banking, Equity Research, Valuation, Portfolio Management, Financial Modeling, Trading, Asset Management, Alternative Investments, Series 63, Securities, Derivatives, Financial Analysis, Options
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
J.D.
University of Wisconsin-Madison 1993 — 1997
BA, Behavioral Science & Law
BNP Paribas March 2015 - Present
BNP Paribas June 2013 - February 2015
UBS Investment Bank August 2011 - June 2013
BNP Paribas October 2008 - August 2011
Bank Of America Securities June 2007 - October 2008
Banc of America Securities June 2007 - October 2008
Bank of America June 2007 - September 2008
Aftek India Ltd. 2004 - 2005
Aftek 2004 - 2005
Aftek Infosys Ltd 2004 - 2005
Skills
Java, C++, C#, Perl, Unix, IntelliJ IDEA, Eclipse, Sybase, Oracle SQL, Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SDLC, SOA, Linux, Spring Framework, Requirements Analysis
Education
Illinois Institute of Technology 2006 — 2007
MS, Computer Science
University of Pune 2001 — 2003
Masters, Computer Science
Fergusson College 1998 — 2001
BCS, Computer Science
University of Pune 1998 — 2001
BCS, Computer Science
St. Xaviers
Fremont Realty Capital, L.P. July 2005 - Present
Bank of America Securities May 2004 - June 2005
Skills
Valuation, Investments, Private Equity, Asset Management, Real Estate Economics, Real Estate Financing, Financial Modeling, Disposition, Real Estate, Due Diligence, Commercial Real Estate, Dispositions
Education
University of California, Berkeley 2000 — 2004
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Nomura Securities International, Inc. 2009 - Present
Alliance Bernstein June 2007 - June 2009
Bank of America Securities August 2006 - June 2007
Deutsche Bank February 1998 - August 2006
Bear Stearns February 1997 - February 1998
J P Morgan September 1995 - February 1997
Infosys June 1994 - August 1995
Skills
Trading Systems, Quantitative Analysis, Equity Trading, Portfolio Optimization, Trading Strategies, Trading, Quantitative Analytics, Interest Rate..., Derivatives, Electronic Trading, Equities, Market Data, Market Making, Statistical Arbitrage, Program Trading, Prime Brokerage, Options, Securities Lending, Equity Derivatives, Commodity, FX Options
Education
Indian Institute of Technology, Delhi 1990 — 1994
Kendriya Vidyalaya
Pinnacle Entertainment January 2003 - March 2011
Bear Stearns 1997 - 2003
Bank of America Securities 1989 - 1997
Skills
Financial Modeling, Gaming Industry, Valuation, Sarbanes-Oxley Act, Financial Analysis, Management Consulting, Private Equity, Corporate Finance, Forecasting, Asset Managment, Investments, Due Diligence
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Arizona 1982 — 1985
BS, Finance
SunTrust April 2007 - Present
Suntrust Robinson Humphrey 2007 - 2008
Bank of America Securities 2002 - 2007
Banc of America Securities 2001 - 2006
Bank of America 2001 - 2006
Wachovia 1992 - 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
Cayanni Associates llc May 2009 - Present
McGladrey Capital Markets LLC 2004 - April 2009
RSM EquiCo 2004 - 2008
Bank of America Securities 1974 - 2003
Bank of America 1974 - 2002
Education
Santa Clara University - Leavey School of Business 1971 — 1973
MBA, International finance and Banking
Rennes Law school 1964 — 1968
Law degree
Q Advisors 2002 - Present
Banc of America Securities 1998 - 2001
Bank of America Securities 1995 - 2001
Education
Middlebury Institute of International Studies at Monterey 1994 — 1995
M.A., Economics
KPMG US April 2015 - Present
Sterne Agee Leach December 2013 - April 2015
TJB Advisory Services LLC August 2012 - December 2013
Merrill Lynch June 2010 - August 2012
TJB Advisory Services LLC May 2009 - June 2010
Bank of America Securities June 2006 - May 2009
Torsiello Securities, Inc. September 2002 - June 2006
Citigroup Global Markets Inc. August 1999 - January 2002
SG Cowen Securities Corporation August 1997 - August 1999
Skills
Investment Banking, Capital Markets, Fixed Income, Structured Finance, Capital Structure, Credit Analysis, Structured Products, Equities, Valuation, Credit Risk, Financial Institutions, Derivatives, Capital Raising, Financial Modeling, Bonds, Private Equity, Series 7, Equity Research, Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Hofstra University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Bank of America Securities Senior AnalystBank of America-Merrill Lynch2009 - Present
Bank of America 2006 - Present
Inficon Inc 1994 - 2006
General Electric 1988 - 1994
Education
Syracuse University 1998 — 2000
Master's, Computer Engineering, 3.8
Metacapital Management October 2012 - Present
Bank of America Securities January 2009 - October 2012
Merrill Lynch September 1999 - January 2009
Ford Motor Company August 1993 - August 1997
Skills
Fixed Income, Structured Products, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Massachusetts Institute of Technology 1991 — 1993
S.M., Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1991
S.B., Mechanical Engineering
Winston Partners July 2009 - April 2011
Gamma Partners July 2008 - March 2009
Oppenheimer & Co. Inc. February 2004 - July 2008
Bank of America Securities November 2000 - February 2004
Donaldson, Lufkin & Jenrette January 1995 - November 2000
Skills
Wealth Management..., Fixed Income Strategies, Investment Strategies
Education
Skidmore College 1990 — 1994
Self June 2013 - Present
Merrill Lynch Technology 2010 - June 2013
Self Employed June 2008 - March 2010
Zero Chaos March 2005 - May 2008
Bank of America Securities 2005 - May 2008
Deutsche Bank February 1999 - March 2003
Morgan Stanley September 1989 - February 1999
TSR Solutions 1977 - 1984
Skills
Databases, SQL, Software Documentation, Equities, Fixed Income, Derivatives, Securities, Reference Data, Portfolio Management, Sybase, Financial Services, Vendor Management, Investment Banking, Business Analysis, Requirements Analysis, SDLC, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1973 — 1974
MS/MBA, Accounting/Finance
Hobart and William Smith Colleges
BA, Economics
Chartwell July 2010 - Present
Halyard Investment Partners, LLC March 2005 - Present
Bank of America Securities July 2001 - February 2009
Skills
Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Due Diligence, Business Valuation
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Entrepreneurship
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance and Entrepreneurship
Citigroup 2002 - Present
Bank of America Securities January 1999 - January 2000
Skills
Credit Cards
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance and Marketing
Lehigh University 1994 — 1998
BA, International Finance
BNP Paribas May 2013 - Present
barclays capital June 2012 - April 2015
BNP Paribas 2008 - June 2012
Bank of America securities 2007 - November 2008
SciMedMedia 2006 - 2007
IconNicholson 2004 - 2006
Deloitte Consulting 2001 - 2004
Consultant 1999 - 2001
Skills
.NET, Enterprise Architecture, Agile Methodologies, Derivatives, Investment Banking, Software Development, Trading Systems, Requirements Analysis, SOA, Software Project..., Sybase, XML, SDLC, Oracle
Education
Osmania University 1994 — 1996
computers
Osmania University 1990 — 1994
B.Tech, Computers
Banc of America Securities August 2005 - Present
Bank of America Securities 2005 - Present
Education
Hofstra University 1985 — 1989
BNP Paribas September 2008 - Present
Bank of America Securities July 2005 - September 2008
Arthur Andersen December 1992 - September 2002
Skills
Capital Markets, Equities, Portfolio Management, Business Analysis, Risk Management, Investment Banking, Requirements Analysis, Integration
Education
Baylor University 1985 — 1990
BA, Computer Science
UPS March 2013 - Present
Bank of America August 2010 - March 2013
BNP Paribas October 2008 - June 2010
Bank of America Securities November 2006 - October 2008
Skills
Portfolio Management, FX Options, Fixed Income, Derivatives, Banking, Prime Brokerage, Trading Systems, Investment Banking, Electronic Trading, Bloomberg, Trading, Options, Capital Markets, Equities, Equity Derivatives, Sybase, Credit Derivatives, Bonds, SDLC
Education
Rutgers University-New Brunswick 1989 — 1994
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Wells Fargo Securities August 2012 - May 2013
Wells Fargo Securities May 2009 - August 2012
Wachovia Capital Markets August 2003 - May 2009
Bank of America Securities September 2000 - August 2003
Xerox May 1995 - August 1996
Skills
Securities Lending, Repurchase Agreements, Collateral Management, Funding, Operational Risk..., Cash Management, Liquidity Management, Derivatives Clearing, Margin Analysis, Commodity Risk..., Business Analysis, General Collateral..., Fixed Income Products, Project Finance, Profit & Loss Management, Securitization, Counterparty Risk, Project Planning, SOX Reporting, Internal Audit, Futures, Options, Interest Rate..., Asset Allocation, Dodd-Frank Legislation, Clearing, Fixed Income, Derivatives, Equity Derivatives, Trading, Risk Management, Market Risk, Commodity, Operational Risk, Financial Markets, Finance, Structured Finance, Banking, Securities, Loans, Dodd-Frank, Bloomberg, Bonds, Middle Office, Swaps, Credit Derivatives
Education
DePaul University
Providence College
Cantor Fitzgerald September 2008 - Present
Bank of America Securities June 2000 - June 2008
Skills
Capital Markets, Fixed Income, High Yield, Bloomberg, Investments, Equities, Bonds, Hedge Funds, Derivatives, Securities, Credit Derivatives, Series 7, Trading, Investment Banking, Sales, Portfolio Management
Education
Monmouth University 1977 — 1982
Carolina States Regional Center LLC December 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Wachovia Securities July 2007 - July 2010
Bank of America Securities 2005 - 2006
Skills
Private Equity, Financial Structuring
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Master, Mathematic Finance
Goldman Sachs Asset Management October 2012 - Present
Goldman Sachs & Co November 2010 - October 2012
Goldman Sachs & Co March 2008 - November 2010
Bank of America Securities August 2007 - March 2008
HSBC Bank June 2006 - December 2006
Geoffrey Allen Corp. March 2004 - June 2005
Skills
Derivatives, Bloomberg, Equities, Equity Derivatives, Options, Trading, Trading Systems, Structured Products, Fixed Income, Portfolio Management, Interest Rate..., Swaps, Equity Trading, Capital Markets, Hedge Funds, Valuation, Hedging, Financial Risk, Business Strategy, Business Process..., Business Analysis, Business Planning, New Business Development, Operations Management, Sales Operations, Strategic Planning, Strategic Business...
Education
Rutgers University-New Brunswick 1999 — 2004
Bachelor of Arts (B.A.), Economics
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
Bank of America February 2015 - Present
Banc of America Securities June 2007 - Present
Bank of America 2007 - Present
Bank of America Securities 2007 - Present
BANK OF AMERICA MERRLL LYNCH 2007 - Present
Citigroup 2005 - 2007
JP Morgan Chase 1996 - 2005
JPMorgan Chase 1996 - 2005
JPM Securities Inc 1996 - 2005
JPMorgan 1998 - 2004
Skills
Fixed Income, Credit, Analysis, Risk, P&L, Credit Derivatives, Series 7, Securities, Derivatives, Risk Management, CDO, Middle Office, Bonds, CDS, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Statistics & Operations Research and Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Destination Hotels and Resorts April 2012 - Present
J Sabatier and Co. January 2007 - 2012
Starwood Hotels & Resorts Worldwide, Inc. March 1999 - December 2006
Bank of America Securities July 1997 - March 1999
Education
Kellogg Graduate School of Management 1992 — 1994
MBA, Finance and Accounting
Brown University 1983 — 1987
BA, History
Synergy Advisors September 2004 - Present
Bank of America Securities 1992 - 2004
Security Pacific Bank 1992 - 1992
Wells Fargo 1990 - 1992
Teal Industries 1988 - 1990
Axon, Inc. 1984 - 1988
Security Pacific Bank 1981 - 1984
Continental Bank 1978 - 1980
First Federal S&L of San Diego 1974 - 1976
Skills
Mergers, Banking, Investment Banking, Leveraged Finance, Middle Market, Healthcare, Funding, Private Equity, Leadership, Mergers & Acquisitions, Portfolio Management, Joint Ventures, Structured Finance, Divestitures, Corporate Development, Financial Analysis, Due Diligence, Management, Start-ups, Valuation, Hedge Funds, Strategy, Venture Capital, Corporate Finance, Financial Structuring, Financial Modeling, Capital Markets, M&A experience, Investments, LBO, Private Placements, Emerging Markets, IPO
Education
Thunderbird School of Global Management 1976 — 1977
Masters of International Management, Finance, General
San Diego State University-California State University 1970 — 1974
BA, Economics, Political Science
EW Group, LLC February 2006 - Present
Bank of America Securities November 2005 - February 2006
Bank of America April 2002 - November 2005
LaBranche & Co. September 1998 - April 2002
Skills
Non-profits, Event Planning, Management, Event Management, Fundraising, Social Media, Strategic Planning, Public Relations, Public Speaking, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Media Relations, Social Networking, Customer Service, Nonprofits
Education
Providence College 1995 — 1998
Bachelor of Science (BS), Marketing
Chaminade High School 1989 — 1993
Oliver Wyman January 2012 - Present
Oliver Wyman December 2005 - December 2011
Panalpina 2003 - 2005
Bank of America Securities March 1999 - April 2001
Deutsche Bank May 1997 - January 1999
A.T. Kearney 1993 - 1997
Skills
Strategy, Mergers & Acquisitions, Financial Modeling, Restructuring, Pricing, Business Development, Management Consulting, Acquisition Integration, Due Diligence, Strategic Planning, Mergers, Change Management, Analytics, Corporate Development, Strategic Partnerships, Business Transformation
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1989
Bachelor of Science (B.S.), Economics
Schwab Charitable 2007 - 2009
Commonfund 1997 - 1999
Bank of America Securities 1988 - 1995
VHA Development Company 1985 - 1987
Lehman Brothers 1982 - 1985
Skills
CRM, Strategy, Financial Services, Asset Management, Investments, Nonprofits, Financial Analysis, Mutual Funds, Public Speaking, Business Development, Finance, Research, Marketing, Asset Managment, Series 7, Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance and Public Management
Stanford University 1977 — 1979
BA, Political Science
Pragma Securities March 2009 - Present
Bank of America Securities July 2004 - March 2009
Bear Stearns 2002 - 2004
Instinet Corporation 1995 - 2002
Skills
Equity Trading, Account Management, FX trading, US Equities, Crossing Networks, Product Development, Futures, Project Management, algorithmic trading, Electronic Trading, Options, Management, Sales, Sales Management, Trading Systems, Market Data, Trading, Equities
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Independent Major - European Studies
Burr and Burton
Global Association of Risk Professionals December 2008 - Present
Fitch Ratings November 2005 - June 2008
UBS Wealth Management December 2001 - November 2005
Bank of America Securities January 2000 - November 2001
Federated Global Investors (company January 1999 - January 2000
Law and Economics Consulting Group January 1998 - January 1999
Andrew Kalotay Associates January 1996 - December 1997
Federal Reserve Bank January 1988 - January 1996
Skills
Risk Management, Equities, Fixed Income, Investments, Financial Markets, Portfolio Management, Banking, Structured Products, Emerging Markets, Financial Risk, Finance, Bonds, Strategy, Economics, Asset Allocation
Education
Teachers College of Columbia University 2011 — 2015
Master of Science (MS), Applied Statistics
Fordham University 2003 — 2012
Master's Degree, Economics, Advanced Ceritificate in Financial Econometrics and Data Analysis
New York University - Polytechnic School of Engineering 1996 — 1998
Master's Degree, Financial Engineering
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Information Systems, International Business
State University of New York at StonyBrook, College of Engineering 1984 — 1988
Bachelor of Science, Applied Mathematics and Statistics; Economics
Wells Fargo Securities June 2009 - Present
J.P. Morgan 2005 - 2009
Bank of America Securities 2003 - 2005
Citi Group 1998 - 2003
Education
Loyola University Maryland 1994 — 1998
BBA, International Business & Spanish
St. Louis University, Madrid Spain 1997 — 1997
FINRA 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Broadridge Financial Solutions, Inc 2005 - 2012
Bank of America Securities 1999 - 2005
Morgan Stanley 1992 - 1998
Paine Webber Inc. 1986 - 1993
Skills
FINRA registrations:..., Trading Systems, Equity Trading, Trade Compliance, Compliance Training, Best Execution, Block Trading, Securities Regulation, Client Coverage, Financial Policies &..., Oral & Written..., Options, Financial Markets, Relationship Management, Fixed Income execution..., FX trading, Business governance, WSP, Broker Dealer compliance, Hedge Funds, Asset Management, Investment Advisory, Investment Portfolio, Series 7, FINRA, Programme Governance, Broker-Dealer, Securities, Fixed Income, Financial Risk, AML, Equities, Financial Services, Trading, FX Options
Education
Kenyon College 1982 — 1986
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 1979 — 1982
Bank of America Securities AnalystJP MorganMay 2003 - May 2006
Education
New York University 2004 — 2005
MA, Economics
Boston College 1999 — 2003
BA, Economics
Bank of America Securities September 2009 - Present
Bank of America 2009 - Present
JP Morgan March 2009 - September 2009
JPMorgan Chase 2009 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers July 1997 - September 2005
SIAC 1995 - 1997
HHB Systems 1987 - 1990
Skills
Fixed Income, Trading Systems, Derivatives, Credit Derivatives, Capital Markets, Market Data, Equities, Prime Brokerage, Electronic Trading, Investment Banking, Hedge Funds, Equity Derivatives, FX Options, Sybase, Options, Market Risk, Interest Rate...
Education
Polytechnic University 1988 — 1992
Computer Science
Columbia University 1986 — 1987
MS, Computer Science
Cooper Union 1981 — 1985
BE, Electrical Engineering
New York University 1981 — 1985
BS, Computer Science
Novartis November 2007 - Present
ING April 2006 - November 2007
Bank of America Securities September 2005 - April 2006
Eiden Systems Corporation (ESC) November 2004 - September 2005
CTG January 1997 - October 2004
Skills
Data Warehousing, Oracle, Sybase, ETL, SQL, PL/SQL, Database Design, Unix, SDLC, Data Modeling, Databases, MySQL, NoSQL, PostgreSQL, Sybase Adaptive Server, Netbackup, SQL Backtrack, RMAN, OID, Database Development, Database Modeling, Perl Script, Awk, Sed, C, Data Guard, CDC, Oracle Streams, RAC on Extended..., Oracle Advanced..., Ksh, Csh, Zsh, Unix Shell Scripting, Identity Management, Oracle RAC, Performance Tuning, Red Hat Linux, Oracle ASM, EMC Replication Manager, Disaster Recovery, High Availability..., Capacity Planning, Data Integration, Strategic Planning, Cluster
Education
University of Alaska Anchorage
wells fargo securities Managing DirectorWells Fargo Securities2003 - Present
Bank of America Securities September 2000 - August 2002
Education
Fordham University School of Law 1973 — 1976
Juris Doctor
AIG Investments July 2000 - Present
Bank of America Securities December 1995 - July 2000
CS First Boston August 1989 - March 1995
Skills
Project Finance, Securities, Financial Modeling, Management, Valuation, Due Diligence, Private Equity, Asset Management, Corporate Finance, Investments, Structured Finance, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MM/MBA
Stanford University 1979 — 1981
MS, Civil Engineering
University of Southern California 1976 — 1979
BS, Public Affairs
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
Edward Jones January 2004 - Present
Edward Jones Investments 2004 - Present
Eltekon January 2001 - January 2003
Enron September 1996 - April 2000
Dynegy August 1996 - September 1999
Bank of America Securities August 1992 - August 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Finance
Dominion Partners, LC July 1996 - Present
BB&T Capital Markets 1993 - 1996
Bank of America Securities 1984 - 1993
Skills
Investment Banking, Private Equity, Mergers, Investments, Capital Raising
Education
Randolph-Macon College 1979 — 1982
BS, Economics
Indiana University Bloomington 1982 — 1984
MBA, Finance
Argo Group International Holdings, Ltd. June 2015 - Present
Argo Group International Holdings, Ltd. October 2013 - Present
Crum & Forster April 2012 - September 2013
Chartis Insurance May 2009 - April 2012
Bank of America Securities September 2008 - May 2009
Pershing August 2007 - September 2008
Pershing June 2005 - August 2007
Merrill Lynch July 2004 - June 2005
Skills
Analysis, Bloomberg, Commercial Insurance, Brokers, Credit, Finance, Financial Risk, Insurance, Investments, Liability, Management, Property, Risk Management, Underwriting, Trading, Professional Liability
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science:, Finance
St. Peter's College 2005 — 2007
MBA, Risk Management
Jenna Persson Photography May 2009 - Present
The Heller Group May 2013 - February 2015
ProCure Treatment Centers October 2009 - October 2012
Bank of America Securities September 2003 - June 2009
Skills
Marketing, Healthcare, Microsoft Excel, Recruiting, Project Management, Social Media, Entrepreneurship, Public Speaking, Team Building, Photography, Hopsice..., Fitness Instruction, Substitute teaching, Remodeling/restoration, Interior Design, Construction Management, Real Estate Development, Facilities Operations, Customer Service, Social Networking, Strategy, Microsoft Office, Advertising, Nonprofits, Teaching, Event Planning
Education
New York University
BA, Art History, International Relations
New York University
Art History
GCA Savvian February 2006 - Present
SVB Alliant October 2003 - February 2006
Bank of America Securities October 2002 - October 2003
Robertson Stephens August 2000 - July 2002
Enron International July 1995 - April 1998
Triton Energy July 1994 - July 1995
Skills
Private Equity, Mergers, Investment Banking, Private Placements
Education
University of Pennsylvania - The Lauder Institute 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Brown University 1988 — 1992
BA, International Relations
Middlebury College 1991 — 1991
Spanish Immersion
Darien High School 1984 — 1988
Brown Advisory April 2015 - Present
Brown Advisory June 2011 - Present
Brown Advisory April 2010 - July 2011
Campgaw Ski Resort January 2010 - March 2010
Delaney Powerwashing June 2003 - September 2008
Stephen M. Ferretti Inc June 2004 - August 2008
Bank of America Securities June 2006 - August 2006
Skills
Series 7, Series 66, Trading, Fixed Income, Mutual Funds, Investments, Equities, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Services, Investment Strategies, Investment Advisory, Retirement Planning
Education
Loyola University Maryland 2005 — 2009
B.B.A., Finance
Mountain Lakes High School 2001 — 2005
Traci Evans February 2013 - Present
Demandforce June 2011 - July 2012
Stryker Endoscopy January 2010 - February 2011
Daiichi Sankyo, Inc July 2007 - December 2009
Bank of America August 2006 - July 2007
Bank of America August 2005 - August 2006
Bank of America Securities December 2004 - August 2005
Skadden, Arps May 2002 - December 2004
Skills
Sales, New Business Development, Sales Operations, Salesforce.com, Strategic Partnerships, Sales Presentations, Marketing, Cold Calling, Leadership, Account Management, Product Marketing, Competitive Analysis, Market Research, CRM, Customer Retention
Education
University of Pennsylvania 1998 — 2002
B.A, Political Science
William Penn Charter High School 1994 — 1998
Women's Community Clinic October 2007 - Present
San Francisco State Student Health Center August 2008 - May 2009
Bank of America Securities November 1999 - June 2007
Education
City College of San Francisco 2009 — 2011
ADN, Nursing
San Francisco State University 2006 — 2009
B.S., Dietetics
University of California, Berkeley 1993 — 1998
Political Economies of Industrial Societies
BANK OF AMERICA SECURITIES 2007 - 2009
HSBC SECURITIES (USA) INC 2004 - 2007
LAZARD FRÈRES & CO. LLC 1995 - 2004
BOSTON CONSULTING GROUP, INC 1994 - 1994
BRENTWOOD ASSOCIATES 1992 - 1993
MORGAN STANLEY & CO. INCORPORATED 1990 - 1992
Skills
Equities, Finance, Mergers, Venture Capital, Acquisitions, Mergers & Acquisitions, Strategic Planning, Investment Banking, Business Development, Private Equity, Hedge Funds, Capital Markets, Valuation
Education
Harvard Business School 1993 — 1995
Master
Princeton University 1986 — 1990
Bachelor of Arts
Ameriprise Financial Services, Inc. December 2011 - Present
Welch Financial Services December 2010 - February 2011
Ameriprise Financial Services, Inc. October 2008 - August 2010
Bank of America Securities January 1999 - May 2008
Skills
FINRA Series 7, Life & Health Lic 2-15, Series 65, Series 63
Education
Roosevelt University 1969 — 1971
BA, Education
Southern Illinois University, Carbondale 1966 — 1968
Attended, Education
Kamunting Street Capital Management February 2014 - Present
ADAR Investment Management January 2008 - December 2013
Bank of America Securities February 2000 - March 2005
Skills
Trading, Valuation, Alternative Investments, Management, Hedge Funds, Asset Management, Financial Markets, Credit, Due Diligence, Mergers & Acquisitions, Capital Raising, Marketing, Venture Capital, Portfolio Management, Corporate Finance, Equities, Investments
Education
American University 1979 — 1983
BS, Accounting/Finance
Cook Business Law January 2011 - January 2014
Resources Global Professionals August 2010 - February 2011
First Legacy Investors, Inc. March 2009 - February 2010
Horizon Investments, LLC and its private placement affiliate Side Streel Capital, LLC September 2004 - May 2009
Bank of America Securities 1998 - 2004
Skills
Corporate Law, Enterprise Risk..., Fixed Income, Governance, Management, Management Consulting, Mergers, Securities, Trading
Education
Thomas M. Cooley Law School 1994 — 1997
JD, Law
University of North Carolina at Charlotte 1990 — 1993
BS, Criminal Justice
Energy Infrastructure Advocates, LLC January 2012 - Present
Macquarie Capital September 2009 - May 2014
Bank of America Securities April 2005 - September 2009
Citigroup January 1997 - April 2005
Skills
Capital Markets, Corporate Finance, Valuation, Project Finance
Education
NYU Stern School of Business 1980 — 1982
MBA, Finance
Iona College 1976 — 1978
BBA, Accounting
Bank of America Merill Lynch October 2005 - Present
Bank of America Securities 1999 - 2008
Banc of America Securities August 2001 - September 2005
Banc of America Securities September 1999 - July 2001
Lehman Brothers September 1997 - May 1999
Thomson Financial, Asset Backed Securities Group January 1994 - September 1997
Education
Binghamton University 1991 — 1994
B.S., Computer Science
Northern Trust April 2008 - Present
Bank of America Securities January 2006 - January 2008
Education
DePaul University 2000 — 2004
B.S., Finance
Lending Club 2013 - Present
BlackRock 2010 - 2013
AXA Rosenberg 2005 - 2010
Bank of America Securities 2004 - 2005
Barclays Capital 2004 - 2004
AT&T Global Services 2002 - 2004
Skillgames 2000 - 2001
Lehman Brothers 1998 - 2000
JP Morgan 1997 - 1998
Salomon Smith Barney 1997 - 1997
Skills
Trading Systems, Software Engineering, Financial Markets, Product Management, JAVA, PHP, Optimization, Algorithm Design, EMS, FIX, Unix Shell Scripting, Derivatives Trading, Tortoise SVN, Data Analysis, Database Design, SQL Tuning, Cache Coherency, User-centered Design, Team Leadership, Mentoring, Agile Methodologies, Language Teaching, Java, Investment Management, Equity Trading, Portfolio Optimization, Equities, Electronic Trading
Education
Indian Institute of Technology, Madras 1984 — 1986
M. S., Computer Science
Anna University 1982 — 1984
M.S, Applied Mathematics
US Trust Bank of America Private Wealth Management January 2004 - Present
Bank of America Securities December 2000 - December 2003
Donaldson, Lufkin & Jenrette April 1998 - December 2000
Education
UC Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Literature
San Francisco State University
International Relations and Affairs
KLM Analytics August 2015 - Present
Balyasny Asset Management L.P. February 2013 - August 2015
Spring Point Capital, LLC August 2010 - September 2011
Apex Capital, LLC March 2002 - December 2009
Wachovia Securities September 1999 - February 2002
Bank of America Securities September 1995 - September 1999
Northwest Organ Procurement Agency April 1994 - September 1995
Children's Hospital and Medical Center May 1993 - September 1995
Skills
Equity Research, Financial Modeling, Portfolio Management, Investment Management, Hedge Funds, Due Diligence, Cash Flow Statements, Medical Devices, Chartered Financial..., Investment Portfolio, Financial Analysis, Cash Flow Analysis, Portfolio Optimization, Balance Sheet Review, Financial Accounting, Long/Short Equity, Healthcare, Healthcare Information..., Healthcare Industry, Healthcare Analytics, Business Analytics, Risk Analytics, Pharmaceutical Industry, Biotechnology Industry, Generic Drugs, Managed Care, Hospitals, Stock Market Analysis, Quantitative Research, Mergers & Acquisitions, Equity Capital Markets, Portfolio Performance..., Competitive Analysis, Environmental Issues, Financial Planning, Corporate Finance, Nonprofits, Business Development, Business Analysis, Business Strategy, Long-term Care, Forensic Accounting, Equity Valuation, Risk Management
Education
Cornell University 1988 — 1992
Bachelor of Science, Biology
Intel Capital January 2012 - Present
Raymond James October 2007 - November 2010
Bank of America Securities August 1998 - October 2007
Creditanstalt Investment Bank February 1995 - August 1996
Salomon Brothers July 1991 - July 1994
Skills
Leadership, Project Management, Corporate Finance, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Financial Modeling, Valuation, Due Diligence, Start-ups, Finance, Investors
Education
University of Chicago 1996 — 1998
MBA with Highest Honors
London Business School 1998 — 1998
University of California, Berkeley 1987 — 1991
BS with Honors, Electrical Engineering and Computer Science
Fresh To Order, F2O February 2011 - Present
Atlanta Journal-Constitution November 2008 - Present
Zifty.com September 2007 - January 2011
Charles Schwab July 1999 - September 2007
Morgan Stanley August 1995 - July 1999
Bank of America Securities July 1993 - July 1995
Dean Witter Discover January 1992 - June 1993
Skills
Customer Relations, Customer Service, Word, Excel, Retail, Public Speaking, Research, Financial Analysis, Writing, Problem Solving, Insurance, Event Planning, Negotiation
Education
The University of Georgia 1987 — 1991
Bachelors of Business Administration, Accounting
Newton County High School 1983 — 1987
Honors, Diploma
First Financial Equity Corporation February 2011 - Present
RBC Wealth Management June 2006 - January 2011
Banc of America Wealth & Investment Management October 2001 - May 2006
Bank of America Securities August 2000 - October 2001
Skills
Series 7, Fixed Income, Equities, Portfolio Management, Series 63, Investments, Wealth Management, Bloomberg, Securities, Bonds, Trading, Mutual Funds, Financial Modeling
Education
Gonzaga University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Economics
Student April 2009 - Present
Bank of America securities April 2007 - April 2009
Wachovia, A Wells Fargo Company May 2000 - May 2007
Nationsbank March 1998 - May 2000
Education
Central Piedmont Community College 2010 — 2011
Paralegal ABA, ABA
Bank of America Merrill Lynch April 2009 - September 2010
Bank of America Securities January 1997 - April 2009
Montgomery Securities January 1981 - January 1997
Education
Central Connecticut State University
Bachelors Degree, Business Administration; Management
Wipro Technologies 2012 - Present
PricewaterhouseCoopers LLP August 2010 - 2012
Barclays Capital June 2008 - July 2010
UBS AG IB November 2005 - May 2008
Bank of America Securities August 2003 - September 2005
Skills
Finance, Accounting, Auditing, Tax, Financial Services, Risk Management, Banking
Education
Graduate School of Global Business and Transportation at Maritime State University of New York
Master of Science (MS), Global Transportation
Rutgers University-New Brunswick 1995 — 2000
B.S, Administration of Justice
Houlihan Lokey Managing DirectorDeutsche Bank2005 - 2010
Bank of America Securities 2002 - 2005
Morgan Stanley 1992 - 2002
PaineWebber 1991 - 1992
First Chicago 1988 - 1991
Skills
Capital Markets, Asset Management, Alternative Investments, Corporate Finance, Credit Analysis, Due Diligence, Equities, Financial Modeling, High Yield, Hedge Funds, Investment Banking, Investments, M&A experience, Leveraged Finance, Management, Securities, Private Equity, Portfolio Management, Mergers & Acquisitions, Venture Capital, Valuation, Bloomberg, Fixed Income, Corporate Development
Education
The University of Texas at Austin 1983 — 1988
MPA, Accounting
Litespeed Partners 2009 - Present
Bank of America Securities 2002 - 2008
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance
Wells Fargo Securities July 2014 - Present
Goldman Sachs June 2005 - June 2014
Bank of America Securities May 2003 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
New York University, Stern School of Business 1994 — 1996
MBA, Finance, General
Northeastern University 1991 — 1993
MS, Mechanical Engineering (Evening Program)
Lafayette College 1986 — 1990
Bachelor of Science, Engineering
Old Hill Partners 2009 - Present
NewStar Financial April 2005 - December 2007
UBS Investment Bank 2002 - 2004
Bank of America Securities 1998 - 2002
Skills
Valuation, Structured Finance, Hedge Funds
Education
James Madison University
Bachelor of Science (B.S.)
Seeking a new opportunity in HR/PR(entry level), customer service (medical/financial/ banking) Training, back office operations, testing new programs, designing documents, writing policies and procedures, customer service to clients, brokerage reps and branch personnel.Home Save & Purchase CounselorNACAJanuary 2010 - April 2014
Ballantyne Country Club May 2007 - May 2008
Aon Hewitt August 2007 - February 2008
Bank of America January 2001 - May 2005
Bank of America Securities May 1996 - December 1999
Bank of America April 1996 - May 1997
Bank of America April 1995 - May 1996
Bank of America March 1992 - February 1995
Skills
Community Outreach, Leadership, Research, Customer Service, Retirement Benefit Plans, Qualified Retirement..., Back Offfice Operations..., Call Center Customer..., Employee Training, Microsoft Office, Team Player, Detail Oriented, Indepedent Worker, Able to adapt, Communicate effectively, Mid level management
Education
Ramapo College of New Jersey 1977 — 1981
Bachelor of Arts (B.A.), Psychology
Ramapo College of New Jersey
Bachelors of Arts in Psychology, Psychology