Bank of America Securities LLC
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
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Bank of America Securities LLC Employees
Employee
Years
Job
Industry
Abdalla Straker Abdalla Straker's Bank of America Securities LLC Experience June 2008 - August 2008
Job Vice President, Advisor Alliance Product Manager (GWRS) at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Bank of America Merrill Lynch July 2009 - June 2010
Bank of America Securities LLC June 2008 - August 2008
Bank of America Securities LLC June 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Strategic Advisory, Business Process..., Strategic Planning, Business Analysis, Business Management, Valuation, Business Strategy, C++, Financial Analysis, Research, Competitive Analysis, Strategy Development, Retirement Services, Six Sigma, Strategy, Retirement, Investment Banking, Investments, Portfolio Management, Management, Financial Services, Business Process, Finance
Education
South Carolina State University 2005 — 2009
BSc, Business Economics
Naparima College
High School Diploma, Math, Physics and Chemistry
Bank of America Merrill Lynch May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Bank of America Merrill Lynch July 2009 - June 2010
Bank of America Securities LLC June 2008 - August 2008
Bank of America Securities LLC June 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Strategic Advisory, Business Process..., Strategic Planning, Business Analysis, Business Management, Valuation, Business Strategy, C++, Financial Analysis, Research, Competitive Analysis, Strategy Development, Retirement Services, Six Sigma, Strategy, Retirement, Investment Banking, Investments, Portfolio Management, Management, Financial Services, Business Process, Finance
Education
South Carolina State University 2005 — 2009
BSc, Business Economics
Naparima College
High School Diploma, Math, Physics and Chemistry
David Meltzer David Meltzer's Bank of America Securities LLC Experience January 2000 - May 2001
Job Assistant Vice President at Citigroup
Industry Financial Services
Experience
CITIGROUP May 2011 - August 2015
Millennium Partners July 2006 - March 2011
CALYON SECURITIES LLC July 2001 - July 2006
BANK OF AMERICA SECURITIES LLC January 2000 - May 2001
GOLDMAN SACHS & CO May 1986 - December 1999
Skills
Fixed Income, Equities, Middle Office, Securities, Hedge Funds, Corporate Actions, Settlement, Banking, Financial Risk, Prime Brokerage, Securities Lending, Financial Markets, Investments, Series 7, Options, Financial Services, DTC, SWIFT payments, Collateral Management, SWIFT messaging, Customer Service..., Loanet, Equity Capital Markets, Equilend, DTC, Sungard based..., Middle Office Operations, International Operations, Transaction monitoring, KYC & KYB due dilgence
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1999
Business, Finance, Business, 3.69
CITIGROUP May 2011 - August 2015
Millennium Partners July 2006 - March 2011
CALYON SECURITIES LLC July 2001 - July 2006
BANK OF AMERICA SECURITIES LLC January 2000 - May 2001
GOLDMAN SACHS & CO May 1986 - December 1999
Skills
Fixed Income, Equities, Middle Office, Securities, Hedge Funds, Corporate Actions, Settlement, Banking, Financial Risk, Prime Brokerage, Securities Lending, Financial Markets, Investments, Series 7, Options, Financial Services, DTC, SWIFT payments, Collateral Management, SWIFT messaging, Customer Service..., Loanet, Equity Capital Markets, Equilend, DTC, Sungard based..., Middle Office Operations, International Operations, Transaction monitoring, KYC & KYB due dilgence
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1999
Business, Finance, Business, 3.69
Regina G. Morris, MACOMM Regina G. Morris, MACOMM's Bank of America Securities LLC Experience October 1996 - October 2011
Job Loan Closer at Wyndham Capital Mortgage
Industry Financial Services
Experience
Wyndham Capital Mortgage April 2015 - Present
Habitat for Humanity of Charlotte October 2013 - April 2015
Habitat for Humanity of Charlotte June 2013 - April 2015
Bank of America Securities, LLC October 1996 - October 2011
Skills
Trading, Securities, Mutual Funds, Back Office, Banking, Communication, Facilitating Meetings, Interviewing Skills, Writing, Leadership, Energetic team player, Public Speaking, Risk Management, Financial Services, PowerPoint, Team Building, Event Planning, Microsoft Excel, Marketing, Management, Customer Service, Coaching, Relationship Management, Team Leadership, Leadership Development, Social Networking, Healthcare, Analysis, Elder Care, Research, Strategic Planning, Nonprofits, Interviews, Project Planning, Access, Budgets, Training, Time Management, Long-term Care, Fundraising
Education
Queens University of Charlotte 2007 — 2010
M.A, Organizational and Strategic Communication
Queens University of Charlotte 2001 — 2007
B.A, Organizational Communication, General
Wyndham Capital Mortgage April 2015 - Present
Habitat for Humanity of Charlotte October 2013 - April 2015
Habitat for Humanity of Charlotte June 2013 - April 2015
Bank of America Securities, LLC October 1996 - October 2011
Skills
Trading, Securities, Mutual Funds, Back Office, Banking, Communication, Facilitating Meetings, Interviewing Skills, Writing, Leadership, Energetic team player, Public Speaking, Risk Management, Financial Services, PowerPoint, Team Building, Event Planning, Microsoft Excel, Marketing, Management, Customer Service, Coaching, Relationship Management, Team Leadership, Leadership Development, Social Networking, Healthcare, Analysis, Elder Care, Research, Strategic Planning, Nonprofits, Interviews, Project Planning, Access, Budgets, Training, Time Management, Long-term Care, Fundraising
Education
Queens University of Charlotte 2007 — 2010
M.A, Organizational and Strategic Communication
Queens University of Charlotte 2001 — 2007
B.A, Organizational Communication, General
Monica Hacopian Monica Hacopian's Bank of America Securities LLC Experience July 1998 - March 2005
Job Senior Technical Writer
Industry Writing and Editing
Experience
Bank Of America March 2005 - September 2011
Bank of America Securities LLC July 1998 - March 2005
Skills
Manuals, Online Help, Software Documentation, RoboHelp, FrameMaker, Technical Documentation, Web Content, Content Management, Copyediting, Quality Assurance, Technical Writing, Copy Editing, HTML, CSS, Editing, Information Technology, Adobe Acrobat, Visio, Leadership, Newsletters, SharePoint, Project Management, Testing, Troubleshooting, Business Analysis, Proofreading, Technical Communication, Disaster Recovery, Content Development
Education
San Francisco State University 1993 — 1998
BA, Technical and Professional Writing, Minor in Marketing
Bank Of America March 2005 - September 2011
Bank of America Securities LLC July 1998 - March 2005
Skills
Manuals, Online Help, Software Documentation, RoboHelp, FrameMaker, Technical Documentation, Web Content, Content Management, Copyediting, Quality Assurance, Technical Writing, Copy Editing, HTML, CSS, Editing, Information Technology, Adobe Acrobat, Visio, Leadership, Newsletters, SharePoint, Project Management, Testing, Troubleshooting, Business Analysis, Proofreading, Technical Communication, Disaster Recovery, Content Development
Education
San Francisco State University 1993 — 1998
BA, Technical and Professional Writing, Minor in Marketing
Edy Gunawan Edy Gunawan's Bank of America Securities LLC Experience June 2003 - November 2003
Job IT
Industry Information Technology and Services
Experience
Cenifax Management Service, Inc. January 2014 - Present
Information Technology Consultants January 2007 - Present
UC Systems, LLC March 2006 - February 2007
Bank of America Securities, LLC June 2003 - November 2003
Free Lance in Architecture Design June 1998 - January 2001
Skills
Networking, Visio, HTML, Analysis, Java, Microsoft Word, Customer Service, Microsoft Excel, SQL, Microsoft Office
Education
DePaul University
MS, Information Systems
1995 — 2000
BE, Architecture Engineering
Illinois Institute of Technology
Cenifax Management Service, Inc. January 2014 - Present
Information Technology Consultants January 2007 - Present
UC Systems, LLC March 2006 - February 2007
Bank of America Securities, LLC June 2003 - November 2003
Free Lance in Architecture Design June 1998 - January 2001
Skills
Networking, Visio, HTML, Analysis, Java, Microsoft Word, Customer Service, Microsoft Excel, SQL, Microsoft Office
Education
DePaul University
MS, Information Systems
1995 — 2000
BE, Architecture Engineering
Illinois Institute of Technology
Louis Bailey's Bank of America Securities LLC Experience 1982 - 2008
Job Managing Director Consilium Partners LLC
Industry Investment Banking
Experience
Consilium Partners LLC 2009 - Present
Bank of America Securities LLC 1982 - 2008
Education
Harvard College
BA, Humanities & Economics
Consilium Partners LLC 2009 - Present
Bank of America Securities LLC 1982 - 2008
Education
Harvard College
BA, Humanities & Economics
Bill Frothingham's Bank of America Securities LLC Experience October 2008 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
R.J. O'Brien June 2011 - Present
Newedge USA, LLC September 2009 - September 2010
Bank of America Securities LLC October 2008 - May 2009
UBS Securities llc March 2006 - May 2008
ABN AMRO 1997 - March 2006
The Chicago Corporation January 1992 - January 1997
Education
Ohio Wesleyan University 1978 — 1982
BA
Illinois Institute of Technology
R.J. O'Brien June 2011 - Present
Newedge USA, LLC September 2009 - September 2010
Bank of America Securities LLC October 2008 - May 2009
UBS Securities llc March 2006 - May 2008
ABN AMRO 1997 - March 2006
The Chicago Corporation January 1992 - January 1997
Education
Ohio Wesleyan University 1978 — 1982
BA
Illinois Institute of Technology
Lucas Montgomery, CFA's Bank of America Securities LLC Experience July 2005 - January 2008
Job Vice President, Senior Equity Research Analyst at Sanford Bernstein, LLC
Industry Financial Services
Experience
Sanford Bernstein, LLC January 2009 - Present
Endurance Capital, LLP March 2008 - December 2008
Bank of America Securities, LLC July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
Himalya Capital Partners, LP March 2002 - May 2003
UBS PaineWebber, Inc. January 1996 - July 2001
Skills
Investments, Mutual Funds, Series 7, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Asset Management, Equity Research, Private Equity
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance and Economics
University of Richmond 1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Magna Cum Laude
Sanford Bernstein, LLC January 2009 - Present
Endurance Capital, LLP March 2008 - December 2008
Bank of America Securities, LLC July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
Himalya Capital Partners, LP March 2002 - May 2003
UBS PaineWebber, Inc. January 1996 - July 2001
Skills
Investments, Mutual Funds, Series 7, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Asset Management, Equity Research, Private Equity
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance and Economics
University of Richmond 1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Magna Cum Laude
Steve Latoni's Bank of America Securities LLC Experience 1996 - 2000
Job Development Manager
Industry Financial Services
Experience
TIAA-CREF April 2008 - Present
ADP 2001 - 2004
Banc of America Securities 1996 - 2000
Bank of America 1996 - 2000
Bank Of America Securities, LLc 1996 - 2000
Smith Barney 1995 - 1996
Kidder Peabody 1987 - 1995
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Asset Managment, Software Project..., Requirements Analysis, Business Process..., Informatica, SharePoint, Process Improvement, ETL, Project Management, Integration, Project Portfolio..., Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA, Marketing
TIAA-CREF April 2008 - Present
ADP 2001 - 2004
Banc of America Securities 1996 - 2000
Bank of America 1996 - 2000
Bank Of America Securities, LLc 1996 - 2000
Smith Barney 1995 - 1996
Kidder Peabody 1987 - 1995
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Asset Managment, Software Project..., Requirements Analysis, Business Process..., Informatica, SharePoint, Process Improvement, ETL, Project Management, Integration, Project Portfolio..., Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA, Marketing
Luis Paraiso's Bank of America Securities LLC Experience February 2000 - June 2003
Job Deal Development, RFP Specialist at McKesson
Industry Pharmaceuticals
Experience
McKesson May 2015 - Present
McKesson June 2013 - May 2015
Genworth Financial Wealth Management, Inc. March 2010 - May 2013
Visa Inc April 2009 - September 2009
San Mateo Credit Union February 2008 - December 2008
WaMu Investments, Inc May 2006 - February 2008
E*Trade Financial Clearing LLC April 2004 - December 2005
Citibank (West) August 2003 - March 2004
Bank of America Securities LLC February 2000 - June 2003
Skills
Investments, Salesforce.com, Mutual Funds, Series 7, Securities, Credit, Account Management, Series 63, Finance, Analysis, CRM, Management, Accounting, Access, Process Improvement, Portfolio Management, Sales, Training, Financial Services, Leadership
Education
University of San Francisco 1995 — 1999
Bachelors of Science, Finance
McKesson May 2015 - Present
McKesson June 2013 - May 2015
Genworth Financial Wealth Management, Inc. March 2010 - May 2013
Visa Inc April 2009 - September 2009
San Mateo Credit Union February 2008 - December 2008
WaMu Investments, Inc May 2006 - February 2008
E*Trade Financial Clearing LLC April 2004 - December 2005
Citibank (West) August 2003 - March 2004
Bank of America Securities LLC February 2000 - June 2003
Skills
Investments, Salesforce.com, Mutual Funds, Series 7, Securities, Credit, Account Management, Series 63, Finance, Analysis, CRM, Management, Accounting, Access, Process Improvement, Portfolio Management, Sales, Training, Financial Services, Leadership
Education
University of San Francisco 1995 — 1999
Bachelors of Science, Finance
Brandon Walsh's Bank of America Securities LLC Experience 1999 - 2003
Job Director at BTIG, LLC
Industry Capital Markets
Experience
BTIG, LLC July 2014 - Present
Newedge May 2008 - February 2014
Fimat Australia Ltd. January 2007 - April 2008
Fimat USA LLC December 2003 - December 2006
Bank of America Securities LLC 1999 - 2003
Skills
FX Options, Derivatives, Electronic Trading, Options, FX trading, Financial Markets, Proprietary Trading, Currency, Hedging, Trading, Commodity, Trading Systems, Foreign Exchange, Swaps, Trading Strategies
Education
University of Pittsburgh 1994 — 1998
BA, Economics
BTIG, LLC July 2014 - Present
Newedge May 2008 - February 2014
Fimat Australia Ltd. January 2007 - April 2008
Fimat USA LLC December 2003 - December 2006
Bank of America Securities LLC 1999 - 2003
Skills
FX Options, Derivatives, Electronic Trading, Options, FX trading, Financial Markets, Proprietary Trading, Currency, Hedging, Trading, Commodity, Trading Systems, Foreign Exchange, Swaps, Trading Strategies
Education
University of Pittsburgh 1994 — 1998
BA, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS