Bank of America/Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Bank of America/Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America/Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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226 Bank of America/Merrill Lynch employees in database. Find out everything there's to know about Bank of America/Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America/Merrill Lynch Employees
Pioneer Advisors May 2014 - Present
KKMP Capital Group September 2013 - Present
Bank of America/Merrill Lynch 2012 - August 2013
Capstone Global Equities 2010 - 2012
Morgan Stanley Wealth Management 2008 - 2010
Wells Fargo Advisors 2005 - 2008
Skills
Strategic Planning, Business Strategy, Customer Service, Sales, Negotiation, Marketing, Microsoft Office, Marketing Strategy, Contract Negotiation, Project Management, Event Management, Financial Analysis, Event Planning, Analysis, Process Improvement, Series 7
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BS, Finance
BANK OF AMERICA/MERRILL LYNCH 1996 - 2012
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Investment Banking, Asset Management, Series 7, Training, Series 63
Education
University of North Carolina at Charlotte
Bachelor's degree, Business Administration
Merrill Lynch June 2015 - Present
Yelp February 2015 - Present
Bank of America August 2011 - February 2015
Yelp February 2014 - January 2015
Bank of America/Merrill Lynch October 2007 - July 2011
Merrill Lynch April 2005 - October 2007
Everhome Mortgage Company February 2004 - March 2005
Everhome Mortgage Company August 2000 - February 2004
Skills
Risk Management, Banking, Business Continuity, Operational Risk..., Portfolio Management, Blogging, Enterprise Risk..., Microsoft Excel, Operational Risk, Business Strategy, Emergency Management, Business Planning, Data Analysis, Excel, Event Management, Team Leadership, Customer Service, Social Media, Microsoft Office, Project Management, Call Centers, Contact Centers, Contact Center..., Workforce Management, Disaster Recovery, Disaster Response, Employee Training, Facilitation, LDRPS, Archer, ClearQuest, Emergency Notification, Enterprise Software, Davox
Education
University of North Florida 2011 — 2013
Bachelor of Science, Financial Services
Allen D. Nease High School 1994 — 1998
High School Diploma
Bank of America Merrill Lynch October 2014 - Present
BANK OF AMERICA/MERRILL LYNCH July 2013 - September 2014
Bank of America Merrill Lynch August 2007 - June 2013
The CBORD Group, Inc. April 2007 - June 2007
Lawrence J. Knickerbocker, Esq. June 2004 - February 2006
EDWARD JONES INVESTMENTS November 2003 - May 2005
Skills
Fixed Income, Mutual Funds, Investments, Finance, Trading, Financial Services, Financial Risk, Account Reconciliation, Accounting, Marketing, Time Management, Series 7, Data Entry, Equities, Securities, Bloomberg, Middle Office
Education
SUNY Cortland 2000 — 2004
BS, Childhood Education
Dryden High School 1996 — 2000
Union Bank Investment Services September 2014 - Present
Bank of America/Merrill Lynch September 2011 - September 2014
Zions Direct ( with California Bank & Trust ) 2006 - 2009
Washington Mutual Financial Services February 2001 - March 2006
Banc of America Investment Services February 1994 - January 2000
Skills
Series 7, Retirement, Wealth Management, FINRA, Insurance, Securities, Business Development, Retirement Planning, Investments, Banking, Investment Advisory, Fixed Annuities, Mutual Funds, Portfolio Management, Disability Insurance, Leadership, Strategic Financial..., CRM, Credit, Variable Annuities, Management, Financial Services, Series 63, Financial Advisory, Finance, Asset Allocation, Alternative Investments, Investment Strategies, Uniform Combined State..., Asset Management, 401k
Education
University of San Diego 1989 — 1991
MBA, Management/International Business
San Diego State University-California State University
BS, Finance
Bank of America August 2012 - Present
Merrill Lynch Wealth Management December 2011 - August 2012
Bank of America/Merrill Lynch July 2009 - December 2011
Bank of America May 2007 - July 2009
Bank of America August 2005 - May 2007
GE January 2003 - August 2005
GE January 2001 - January 2003
GE July 1999 - January 2001
GE August 1997 - May 1999
Skills
Six Sigma, Process Improvement, Team Management, Risk Management, Business Process..., Banking, Leadership, Process Management, Human Resources, Analysis, Finance, Call Centers, Change Management, Cross-functional Team..., Data Analysis, Business Analysis, Process Engineering, Strategic Planning, Vendor Management, Project Management, Financial Analysis, Microsoft Excel
Education
State University of New York College at Geneseo 1992 — 1994
BS, Management Science
Convergys June 2013 - August 2013
Bank of America/Merrill Lynch May 2012 - May 2013
Citibank (Banamex USA) October 2006 - March 2012
Citibank April 2005 - October 2006
Bellsouth Telecommunications December 2002 - March 2005
Sprint PCS December 2000 - December 2001
Citibank April 1995 - December 2000
Citibank Universal Card Services April 1995 - December 2000
T American Transtech July 1992 - April 1995
Skills
MS Office Suite, TCS 5.0, RTA, IEX, Centrevu Supervisor, CMS, Workstation, TSYS, DES, CERS, FM, HTML, General knowledge of...
Education
UNIVERSITY OF NORTH FLORIDA - MHRM 1991 — 1996
Human Resource Management
University of North Florida 1986 — 1991
Bachelors, History/Psychology
Goldman Sachs February 2010 - Present
Bank of America/Merrill Lynch March 2007 - February 2010
Education
University of Colorado Boulder
BA, International Affairs
University of Utah - David Eccles School of Business
MBA
Morgan Stanley September 2014 - Present
Bank of America/Merrill Lynch May 2009 - August 2014
Bank of America January 2008 - May 2009
Bank of America April 2006 - January 2008
Bank of America October 2004 - April 2006
Bank of America October 2003 - October 2004
Washington Mutual August 2002 - October 2003
Skills
Loans, Banking, Mortgage, Deposits, Series 7, Mortgage Lending, Loan Origination, Series 6, Series 63, Wealth Management, Portfolio Management, Customer Relations, Financial Analysis, Customer Service, Credit Analysis, Cash Management
Education
SUNY Buffalo 1998 — 2002
Bachelor of Arts, Social Sciences
State University of New York at Buffalo 1998 — 2002
BA, Social Sciences
New York Life July 2013 - Present
Bank of America/Merrill Lynch May 2011 - June 2013
Thomson Reuters January 2010 - May 2011
NYK Logistics October 2008 - December 2009
UBS Wealth Management 2006 - 2008
UBS Financial Services Inc 2006 - 2008
JP Morgan Chase November 1999 - February 2006
KPMG 2006 - 2006
Skills
Project Management, Team Management, SDLC, Requirements Analysis, ITIL, PMO, Business Analysis, Testing, Cross-functional Team..., Quality Assurance, Change Management, PMP, Risk Management, Process Improvement, Requirements Gathering, Software Project..., Project Portfolio..., Analysis, Enterprise Software, Integration, Management, Business Requirements, Project Planning, SQL, Service Delivery, Six Sigma, Software Development, Strategy, User Acceptance Testing, Software Documentation, Program Management, Agile Methodologies, Vendor Management, IT Strategy, Business Process..., Consulting, Visio, Business Process
Education
Stevens Institute of Technology 2000 — 2005
MS, Management Information Systems
Chubb Instititute 1998 — 1999
Diploma, Computer Programming
Stevens Institute of Technology 1992 — 1996
BS, Chemical Biology
Fortees Group & Investments 2010 - Present
Bank of America/Merrill Lynch 2008 - Present
Merrill Lynch September 2010 - January 2012
Alliant Financial Services 2007 - 2008
Countrywide Full Spectrum Lending 2006 - 2007
Home Capital, Inc. 2003 - 2006
Skills
Finance, Portfolio Management, Wealth Management, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Cash Management, Consumer Lending, Underwriting, Deposits, Asset Management, Mortgage Lending, Retail Banking, Banking, Financial Analysis, Financial Services, Small Business Lending, Client Relationship..., Liquidity Solutions, Strategic Partnerships, Asset Based Lending, Credit Lending Champion, Mortgage Lending &..., Credit Management, Problem Solving
Education
University of Lagos
Bachelor of Science (BSc), Accounting and Economics
University of Phoenix
Bachelor of Science (BSc), Financial Planning and Services
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
Dixon Hughes Goodman Wealth Advisors December 2010 - Present
Bank of America/Merrill Lynch June 1983 - November 2010
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Investments, Estate Planning, Series 7, Investment Advisory, Banking, Asset Allocation, Wealth Management, Finance
Education
University of Maryland College Park 1979 — 1983
Bachelor of Arts, Economics
Woodward High School 1976 — 1979
Woodward High School
Berkshire Hathaway Home Services Fox & Roach Realtors January 1988 - Present
Merrill Lynch/ Bank of America May 2011 - November 2011
Bank of America/Merrill Lynch January 2009 - December 2010
Merrill Lynch October 1997 - December 2008
Skills
Spanish, English, Multilingual, French, Italian, Ariba, MS Office, Word,..., Contract Negotiations, Contract Management, Contract Review, Social Media Marketing, Clarity, CaseManager, PCM, OpPlan, RFQ, RFP, Ariba, Contract Negotiation, Microsoft Word, Change Management, Negotiation, Procurement, Management, Analysis, Budgets, Process Improvement, Risk Management, Strategy, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2012
Social Media Marketing, Mini-MBA Social Media Marketing Program
New York University, McGill University and Mexico City College
Marketing and Advertising, Proficiency in French and Bachelor of Education
Techtronic Industries July 2010 - May 2012
Victoria's Secret Sport (VSX) October 2008 - June 2010
Bank of America/Merrill Lynch June 2009 - August 2009
CAPA September 2006 - June 2007
Education
The Ohio State University Fisher College of Business 2005 — 2010
BSBA, Marketing
Prudential Financial October 2012 - Present
Prudential Financial April 2010 - October 2012
Waterfront Commission of New York Harbor April 2009 - April 2010
Bank of America/Merrill Lynch August 2005 - March 2009
New Jersey Department of Personnel August 2003 - August 2005
New Jersey Department of Labor June 2003 - April 2004
Collier, Jacob & Mills, P.C. March 1999 - June 2003
Lowenstein Sandler, PC September 1996 - February 1999
Supreme Court of New Jersey September 1995 - August 1996
Education
Seton Hall University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers University School of Law - Newark 1987 — 1989
B.S.
Saint John's University 1985 — 1987
A.S.
Westbury High School 1982 — 1985
High School
* July 2014 - Present
National Recruiting Group September 2013 - July 2014
Akraya Inc June 2012 - June 2013
Confidential January 2011 - June 2012
Bank of America/Merrill lynch December 2009 - January 2011
Bloomberg December 2008 - November 2009
Boutique Search Firm Technology/Quant/- (Perm/Consulting) April 2001 - December 2007
IWON.COM (acquired by ASK.com) December 1999 - February 2001
Skills
Derivatives, Fixed Income, Options, Proprietary Trading, Financial Risk, Technical Recruiting, Market Making, Applicant Tracking..., Contract Recruitment, Talent Acquisition, Benefits Negotiation
Education
University of California, Los Angeles
no, business/marketing
CSX May 2014 - Present
EverBank October 2012 - December 2013
Bank of America/Merrill Lynch May 2010 - September 2012
ING April 2002 - March 2010
VSSI 1998 - 2002
United Saudi Commercial Bank August 1994 - December 1997
Trilogy Software P. Ltd. 1991 - 1994
Skills
SDLC, Business Process, Cross-functional Team..., Management, Analysis, Leadership, Data Analysis, Project Planning, Data Integration, Project Delivery, Information Technology, Enterprise Architecture, Requirements Analysis, SOA, Integration, Business Intelligence, Visio, CRM, Software Development, Program Management, Software Project..., PMP
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
University of Pune 1986 — 1990
BE, Computer Engineering
Systems/Management Consulting 1985 - Present
Bank of America/Merrill Lynch 1998 - June 2014
Alaska Conference of Catholic Bishops 2007 - 2014
Archdiocese of Anchorage July 1978 - September 1985
State of Alaska January 1977 - July 1978
Skills
SQL, Management Consulting, Program Management, SDLC, Budgets, Testing, Databases, Project Planning, Business Intelligence, Finance, Process Improvement, HTML, Strategic Planning, Business Analysis, Requirements Analysis, Software Project..., Project Management, ITIL, Microsoft Excel, Software Development, Public Speaking, Research, Data Analysis, Agile Methodologies
Education
University of Washington 1988 — 1990
M.A.
University of Alaska Fairbanks 1975 — 1976
MBA
St. Patrick's College 1967 — 1971
B.A.
MIT - Office of Sponsored Programs (OSP) October 2013 - June 2015
IIBA Greater Boston Chapter June 2010 - June 2014
Bank of America/Merrill Lynch August 2012 - October 2013
Boston College May 2012 - July 2012
Harvard University - UIS Directory Services August 2010 - June 2011
UMass Medical School April 2010 - July 2010
Harvard University September 2009 - December 2009
Information Technology Division July 2008 - May 2009
Exective Office of Transportation September 2007 - July 2008
Bank of America November 1994 - February 2007
Skills
Solution Architecture, Software Documentation, Business Process..., Business Process, ITIL, SDLC, Requirements Gathering, Business Analysis, Data Warehousing, Cloud Computing, Program Management, Testing, Integration, IT Management, Databases, Requirements Analysis, SharePoint, PMO, Microsoft SQL Server, Business Intelligence, Systems Analysis, Business Requirements, Project Management, CRM, Active Directory, Analysis, IT Service Management, Management, Visio
Education
University of Maryland 2005 — 2008
MBA, Business Administration
University of Massachusetts at Lowell 1989 — 1993
B.S., Information Systems
University of Massachusetts Lowell 1998 — 2001
Certificate, Technical Writing
Boston Language Institute
Spanish Language and Culture
Morgan Stanley Private Bank, N.A. March 2011 - Present
Bank of America/Merrill Lynch November 2006 - March 2011
World Capital Mortgage July 2005 - November 2006
Wells Fargo Financial November 2003 - July 2005
Skills
Series 7, Wealth Management..., Series 63, Strategic Financial..., Investments, Mortgage Lending, Loans, Credit, Banking
Education
The University of Texas at Austin 2008 — 2010
Certified Financial Planner Program
Texas A&M University-Commerce 2003 — 2006
MBA, Finance/Accounting/Management
Texas A&M University-Commerce 2002 — 2003
BBA, Finance/Accounting
VIIAD December 2013 - Present
VIIAD July 2011 - December 2013
Simply Unique Outdoor Creations March 2000 - November 2011
Bank of America/Merrill Lynch December 2010 - April 2011
Merrill Lynch January 2006 - April 2007
Skills
Customer Service, Excel, PowerPoint, Customer Relations, Microsoft Office, Word, Data Entry, Outlook, Administration, Administrative Support, Microsoft Word, Microsoft Excel, Administrative..., Social Networking, System Administration, Spreadsheets, Project Management, Team Building, Office Management, Leadership, Management
Education
Southern Connecticut State University 1987 — 1992
Bachelor of Arts, Psychology
Bank of America/Merrill Lynch June 2011 - Present
Bank of America/Merrill Lynch July 2010 - June 2011
Bloomberg March 2009 - January 2010
Merrill Lynch July 2008 - March 2009
Shop-Rite June 2004 - August 2008
Skills
Bloomberg, Microsoft Office, Financial Analysis, Analysis, Access, Microsoft Word, Time Management, Finance, Process Improvement, Investments, Management
Education
Rider University 2004 — 2008
BSBA, Finance
Bank of America/Merrill Lynch June 2014 - June 2015
ADP June 2010 - February 2014
The Housing Authority of the City of Aiken May 2008 - June 2010
UPS Supply Chain Solutions November 2006 - February 2009
Skills
Account Reconciliation, Accounting, Microsoft Excel, Analysis, Microsoft Office, Accounts Receivable, Payroll, Customer Service, Auditing, Invoicing, QuickBooks, Forecasting, Sarbanes-Oxley Act, Financial Statements, Data Entry, Outlook, Accounts Payable, Software Documentation, ADP Payroll, Training, Spreadsheets, Financial Analysis, General Ledger, Human Resources, PeopleSoft, Balance, JD Edwards, Management
Education
Strayer University (VA) 2010 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.0+
University of South Carolina-Aiken 2005 — 2008
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch June 2014 - Present
Bank of AmericaMerrill Lynch May 2010 - Present
University of Kansas August 2008 - May 2010
University of Kansas 2006 - 2010
Merrill Lynch 2009 - 2009
Education
The University of Kansas 2006 — 2010
Business - Finance, Finance, General
Toll Brothers December 2012 - Present
Bank of America/Merrill Lynch September 2009 - December 2012
Aerotek September 2006 - March 2009
Skills
Recruiting, Human Resources, Leadership, Talent Acquisition, Applicant Tracking..., Program Management, Mortgage Lending, Business Development, Employee Relations, Onboarding, Customer Service, Temporary Placement, Internet Recruiting, Sourcing, Interviews, Talent Management, Management
Education
Temple University - Fox School of Business and Management
B.A., Business Administration
Bank of America/Merrill Lynch January 2008 - September 2013
Marine Corps January 2003 - January 2008
Franklin National Financial Group, LLC May 2002 - December 2002
Conseco Finance July 2001 - May 2002
Partsbase.Com July 2000 - July 2001
American Express Financial Advisors June 1998 - July 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services, Management, Marine Corps
Education
University of Phoenix 2005 — 2007
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.74 GPA
Bank of America/Merrill Lynch June 2009 - November 2014
Bank of America October 2004 - May 2009
Bank of America June 2001 - September 2004
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management..., Financial Advisory, Strategic Financial...
Education
State University of New York College at Buffalo
Bachelor of Science, Business Studies
Kaiser Permanente October 2014 - Present
Eccolo Media July 2013 - August 2014
Bank of America/Merrill Lynch August 2012 - December 2012
Gan B'nai Shalom/Jewish Community Center December 2009 - August 2012
Mac4Ever 2009 - 2010
Skills
Event Planning, Blogging, Social Media, Microsoft Excel, Social Networking, Customer Service, Facebook, Public Speaking, Microsoft Office, Marketing, Strategy, Community Outreach, Project Coordination, Project Management, Photography, Digital Photography, Microsoft Word, Client Development, Photo Albums, Child Development, Charity Work, Communication, Twitter, Education, WebEx, Meeting Scheduling, Educational Leadership, Collaborative Problem..., Basecamp, AccuConference, Clicktime, Scheduling Management, Client Facing Skills, GoToMeeting, Google Docs, Positive Team Player, SharePoint, Lotus Notes, Account Management, Leadership, Event Management, Team Building, Training, Social Media Marketing, Management, Time Management
Education
Sonoma State University 2007 — 2009
Bachelor's degree, Human Development and Family Studies, General
American Express April 2013 - Present
American Express April 2012 - April 2013
Merrill Lynch July 2011 - April 2012
Rutgers University April 2008 - May 2011
Bank of America/Merrill Lynch June 2010 - August 2010
Johnson & Johnson December 2008 - January 2010
Social Security Administration June 2008 - September 2008
Skills
Digital Marketing, Strategic Planning, Customer Acquisition, Analytics, Forecasting, Equities, Operations Management, Business Development, Finance, Marketing, Market Research, Strategy, Competitive Analysis, Mergers
Education
Rutgers University-New Brunswick
BS, History, Finance
HighTower July 2015 - Present
Schwab Institutional March 2010 - July 2015
Bank of America/Merrill Lynch 2007 - 2010
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Equities, Asset Management, Financial Analysis, Lead Generation, Selling, Marketing Strategy, Marketing, Strategy, Management, Business Strategy, Series 63, Strategic Planning, Customer Retention, Product Management, Customer Service, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation
Education
Roger Williams University
Bachelor of Science (BS), History
BlackRock May 2014 - Present
BlackRock August 2011 - May 2014
State Street August 2010 - July 2011
Bank of America/Merrill Lynch March 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Equities, Series 7, Asset Management, Securities
Education
Seton Hall University 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 2005 — 2009
Bachelor of Science, Business Finance; Economics
Bank of America March 2014 - Present
Bank of America/Merrill Lynch June 2013 - August 2013
Institutional Life Services September 2012 - May 2013
Columbia University September 2012 - May 2013
Deutsche Boerse AG June 2011 - July 2011
University of Illinois at Urbana-Champaign August 2010 - May 2011
AIA July 2010 - July 2010
Skills
R, Matlab, VBA, Python, Data Analysis, SAS, Java, Mathematics, Actuarial, C++, Quantitative Analysis, Microsoft Excel, Quantitative Analytics, Access, SQL, Algorithms, Excel, Visual Basic, Data Mining, OCaml, Machine Learning, Valuation, Scala, Django, Redis, Software Development, Celery, SBT, RDF, Semantic Web, SPARQL, PostgreSQL
Education
Columbia University 2011 — 2013
Master's, Mathematics of Finance & Computer Science
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor's, Actuarial Science, Computer Science, 3.7
Bank of America/Merrill Lynch March 1996 - Present
Shands Jacksonville 1993 - March 1996
Education
Webster University 1995 — 1997
MA, Human Resources Development
The Ohio State University 1980 — 1984
BS, Nutrition
Mount Vernon High School 1976 — 1980
Jeanne McCarthy LLC January 2014 - Present
TEKsystems November 2012 - December 2013
Bank of America/Merrill Lynch April 2011 - July 2012
Consultancy July 2008 - March 2011
Consultancy July 2007 - November 2008
Merrill Lynch January 1995 - February 2007
SDI, AT&T Bell Labs, INC, Digital and UNISYS 1992 - 1995
Intel 1990 - 1993
Skills
Technical Writing, Communication Training, Web Content Management, Leadership, Documentations, Mergers, Copyright Law, Content Management, Internal Communications, Corporate Communications, Content Development, Visio, Process Improvement, Copywriting, SDLC, Business Analysis, Project Management, Program Management, Change Management, Strategy, Mergers & Acquisitions, Training, SharePoint, Vendor Management
Education
Pennsylvania State University 1970 — 1976
MA
State University of New York College at Oswego 1964 — 1968
BA
Bank of America/Merrill Lynch March 2008 - October 2014
Bristol-Myers Squibb October 2007 - March 2008
EasyLink Services April 2007 - September 2007
Allianz Global Investors October 2004 - February 2007
Skills
Social Media, Marketing Communications, Copywriting, Newsletters, Social Media Marketing
Education
Saint Bonaventure University 2000 — 2004
Spencerport High School 1997 — 2000
Northern Trust - Hedge Fund Services April 2011 - Present
Bank of America/Merrill Lynch October 2009 - December 2010
LaSalle Global Fund Services March 2009 - October 2009
LaSalle Global Fund Services March 2007 - March 2009
Bank of America November 2005 - March 2007
Bank of America August 2004 - November 2005
Bank of America August 2003 - August 2004
Computershare Investor Services February 2002 - August 2003
First Trust Corporation/DATAlynx March 2000 - August 2001
Datalynx/First Trust November 1999 - March 2000
Skills
Middle Office, Financial Risk, Swaps, Options, Trading, Finance, Prime Brokerage, Operational Risk, Structured Products, Derivatives, Fixed Income, Capital Markets, Investments, Equities, Hedge Funds
Education
University of Colorado Boulder 1994 — 1998
BS, Finance and Accounting
Bank of America January 2012 - Present
Bank of America/Merrill Lynch October 2008 - January 2012
Citizens Financial Bank June 2007 - November 2007
Skills
Accounting, Securities, Financial Statements, Account Reconciliation, Banking, Simply Accounting
Education
University of Massachusetts Boston 1999 — 2002
Bachelors, Accounting
Medidata Solutions September 2015 - Present
Nexus Financial Services July 2015 - September 2015
Deutsche Bank September 2014 - April 2015
McGraw-Hill Education June 2014 - September 2014
Bank of America/Merrill Lynch September 2012 - April 2014
Inforeem 2012 - May 2012
Citigroup January 2010 - December 2010
Paragon Computer Professional Inc March 2007 - December 2009
Aflac March 2005 - August 2005
Skills
.NET, C#, ASP.NET, SDLC, Microsoft SQL Server, Software Development, SQL, Requirements Analysis, XML, SharePoint, SOA, Oracle, QTP, Sahi, NANT,CruiseContro,Build..., TFS, PVCS, Visual source safe, HTML, JavaScript, CSS
Education
Shivaji University
Bachelor's Degree, Electronics Engineering
Bank of America Merrill Lynch 2006 - May 2013
Bank of America/Merrill Lynch April 2003 - 2006
Bank of America 2001 - 2003
NationsBank, NA 1997 - 2001
NationsBank,NA 1995 - 1997
NationsBank,NA 1993 - 1995
Maryland National Bank 1985 - 1993
Equitable of Virginia, LPO 1982 - 1985
Equitable Bank, NA 1980 - 1982
Equitable Bank, NA April 1979 - 1980
Skills
Commercial Banking, Cash Management, Treasury Services, Banking, Treasury Management, Mortgage Lending, Middle Market, Risk Management, Corporate Finance, Cash Flow Lending, Investments, Office Management, Customer Service, Financial Services, Analysis, Financial Analysis
Education
American Institute of Banking
Fundamentals of Banking Certification
University of Maryland College Park
Candidate for Bachelor of Arts, English Major/History Minor, 4.0
University of New York, Regents College
Certificate of Course Completion, Dale Carnegie - How to Win Friends and Influence People
Millennium Partners August 2011 - Present
Bank of America/Merrill Lynch May 2010 - August 2011
ISE 2007 - April 2010
International Securities Exchange August 2007 - March 2010
JP Morgan Chase 2001 - 2007
UBS June 1996 - January 1999
Lehman Brothers 1997 - 1998
Swiss Bank Corporation 1994 - 1997
Skills
Linux, Solaris, Unix, Perl, Programming, System Administration, C, Disaster Recovery, Distributed Systems, Shell Scripting, Unix Shell Scripting, Performance Tuning, Servers, Oracle, Business Analysis, Virtualization, TCP/IP, VMware, Red Hat Linux, Data Center, Databases, Enterprise Architecture, Integration, Low Latency, Security, Storage, Storage Area Networks, High Availability
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science (BS) - CompSci and Applied Math and Statistics.
Bank of America/Merrill Lynch 2009 - Present
Merrill Lynch April 2008 - Present
Merrill Lynch 1999 - 2009
Merrill Lynch December 1999 - March 2008
Education
State University of New York - System 1975 — 1980
American Eagle Outfitters September 2012 - Present
Bank of America/Merrill Lynch September 2005 - August 2012
KeyBank National Association November 1997 - August 2005
Thompson Hine LLP September 1995 - October 1997
Skills
Employment Law, Discrimination, Litigation, FMLA, ADEA, Retaliation, FLSA, Human Resources, Americans with..., Civil Rights Law, Job Coaching, Legal Writing, Due Diligence, Commercial Litigation, Legal Research, Civil Litigation
Education
University of Pittsburgh School of Law 1992 — 1995
Doctor of Law (J.D.), Law
Miami University of Ohio 1987 — 1991
Bachelor of Arts (B.A.), International Studies, Minor Spanish
Instituto Internacional (Madrid, Spain) 1990 — 1990
Spanish Language
Bank of America/Merrill Lynch January 2010 - Present
Randstad Staffing August 2008 - January 2010
PSGCNJ 2009 - 2009
Merrill Lynch May 2007 - May 2008
Merrill Lynch May 2007 - April 2008
Merrill Lynch June 2006 - May 2007
Merrill Lynch June 2006 - May 2007
Merrill Lynch July 1997 - June 2006
Merrill Lynch July 1997 - May 2006
Merrill Lynch June 1992 - July 1997
Skills
Data Analysis, Asset Managment, Budgets, Coaching, Customer Satisfaction, Customer Service, Equities, Finance, Financial Services, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Quality Assurance, Risk Management, Sales, Series 7, Strategic Planning, Training, Vendor Management
Education
The College of New Jersey
B.A, Communications
Morgan Stanley July 2013 - Present
Goldman Sachs May 2009 - July 2013
Bank of America/Merrill Lynch May 2005 - May 2009
Wilson Elser March 2003 - May 2005
Kings County District Attorneys Office September 1998 - March 2003
Skills
Private Investigations, Courts, Depositions, FCPA, Trials, AML, Securities Regulation, Fraud, Litigation, Securities, Surveillance, OFAC, KYC, Corporate Governance, Anti Money Laundering
Education
Widener University School of Law (PA) 1994 — 1997
JD, Law
State University of New York at Albany 1990 — 1994
BA, English/Psychology
Bank of America/Merrill Lynch January 2009 - Present
Bank of America October 2007 - January 2009
Banc of America Investment Services October 2004 - October 2007
Quick & Reilly 1991 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA
The George Washington University 1985 — 1989
BBA, Finance
First Foundation, Inc. April 2013 - Present
BANK OF AMERICA/MERRILL LYNCH September 1989 - June 2012
Las Vegas, NV March 1984 - September 1989
Realty Executives December 1980 - March 1983
Skills
Credit, Credit Analysis, Credit Risk, Loan Origination, FHA, Commercial Lending, Small Business Lending, Retail Banking, Portfolio Management, USDA, Fixed Income, VA loans, Investments, Sales, Leadership, Management, Business Development
Education
The University of Montana
WEST HIGH SCHOOL
Freelance Journalist October 2005 - Present
Thomson Reuters July 2014 - Present
Bank of America/Merrill Lynch February 2012 - June 2014
Bank of America/Merrill Lynch November 2009 - February 2012
International Market Recruiters January 2008 - October 2009
milb.com 2006 - 2007
Solomon Page Group 2006 - 2007
Willkie Farr & Gallagher LLP 2005 - 2005
Morrision & Foerseter 2004 - 2005
Lexolution 2002 - 2005
Skills
Editing, Research, Project Management, ISDA, Derivatives, Social Networking, Strategic Communications, Social Media, Press Releases, Securities, Legal Research
Education
Syracuse University 1999 — 2001
MA, Broadcast Journalism
Syracuse University College of Law 1998 — 2001
JD, Law
State University of New York College at Geneseo 1993 — 1997
BA, Journalism
Syosset High School 1990 — 1993
Bank of America Merrill Lynch October 2014 - Present
Bank of America/Merrill Lynch April 2013 - Present
Education
Rutgers University-New Brunswick 1982 — 1986
BA, Psychology
Bank of America Merrill Lynch January 2014 - Present
Bank of America - Merrill Lynch Wealth Management February 1980 - Present
Bank of America/Merrill Lynch 1980 - Present
Merrill Lynch February 1978 - Present
Merrill Lynch January 1998 - November 2006
Skills
CRM, Program Management, Leadership, Management, Process Improvement, Project Management, Risk Management, Change Management, PMP, Six Sigma, Project Planning, Budgets, Software Project..., Portfolio Management, Equities, Business Analysis, Financial Services, Vendor Management, SDLC, Banking, Software Development, Business Process..., Resource Management, Fixed Income, IT Strategy, Project Delivery, Strategic Planning, Time Management, Enterprise Architecture, PMO, Outlook, Project Portfolio..., Teamwork
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Psychology
The George Washington University - School of Business
Project Management
Bank of America/Merrill Lynch 2008 - 2012
Capital Asset Management 2004 - 2006
The Hartford 2002 - 2004
Skills
Equity Capital Markets, Retirement, Credit Risk, Derivatives Trading, Asset Based Lending, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Investments
University of Southern California - Marshall School of Business 2000 — 2002
BS, Finance
Bank of America/Merrill Lynch April 2000 - Present
Skills
Data Mining, Business Intelligence, Visio, Software Development, .NET, Web Analytics, Vendor Management, SQL, SOA, Microsoft SQL Server, Requirements Analysis, Business Analysis, XML, SDLC, C#, Agile Methodologies, JavaScript, Unix, Web Services
Education
Rutgers, The State University of New Jersey-New Brunswick
BSEE, Computer Engineering
Bank of America/Merrill Lynch April 2000 - Present
Skills
Fixed Income, Structured Finance
Education
St. John's University
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Deutsche Bank April 2013 - Present
Bank of America/Merrill Lynch August 2010 - April 2013
Bank of America/Merrill Lynch March 2007 - August 2010
Fidelity Investments September 2006 - January 2007
Citigroup June 2003 - September 2006
Citigroup March 1997 - September 2006
Citigroup October 2002 - June 2003
Citigroup June 2001 - September 2002
Citigroup March 2000 - June 2001
Citigroup January 1999 - January 2000
Skills
Team-oriented, Microsoft Office, Business Analysis, Process Improvement, SharePoint, Troubleshooting, Customer Service, Training, Microsoft Excel, Knowledge Management, Disaster Recovery, Help Desk Support, Operating Systems, XP, Project Management, Computer Hardware, Technical Support, Active Directory, ITIL, Servers, Data Center, Windows 7, Windows Server, Enterprise Architecture, BMC Remedy, IT Management, Microsoft Exchange, Call Centers, Information Technology, IT Service Management, System Administration, Software Documentation, Business Process..., Hardware, Visio, Management, Security, Incident Management, IT Operations, Databases, System Deployment, Networking, IT Strategy, Service Delivery, Vendor Management, SDLC, Lotus Notes, Access, Requirements Analysis, Integration
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business/Commerce, General/E-business, 3.7
BMI Research October 2013 - Present
Bank of America/Merrill Lynch September 2012 - October 2013
Enterprise Fleet Management January 2011 - November 2012
Pennsylvania House of Representatives May 2008 - January 2011
Verizon Wireless September 2007 - April 2008
Lo Scoglio Ristorante May 2004 - September 2004
Skills
Customer Service, Sales, Spanish, Marketing, PowerPoint, Social Media, Public Speaking, Social Media Marketing, Fundraising, Social Networking, Strategic Planning, Financial Analysis, New Business Development, Microsoft Excel, Research, Microsoft Word, Salesforce.com, Market Research, Finance, Account Management, Business Strategy, Project Management, Business Planning, Cold Calling, Event Planning, Negotiation, Business Development, Analysis, Leadership, Contract Negotiation, Management, Sales Management
Education
University of Miami 2004 — 2008
Bachelor of Science (BS), Business Management/Economics
University of Miami 2004 — 2008
Bachelor of Science (BS), Political Science
American University of Paris 2004 — 2005
International Business and Entrepreneurship, Business Management/Intercultural Communications
Blair Academy 2000 — 2004
Nassau Candy Distributors, Inc. January 2013 - Present
Merrill Lynch June 2011 - December 2012
Bank of America/Merrill Lynch May 2010 - August 2010
Universal Music Group June 2009 - August 2009
Universal Music Group May 2008 - August 2008
Education
University of Maryland College Park 2007 — 2011
Bank of America/Merrill Lynch December 2013 - Present
Bank of America March 2012 - December 2013
Skills
Loans, Small Business Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Banking, Credit, Mortgage Lending, Mortgage Banking, Retail Banking, Cross Selling, Deposits, Commercial Mortgages, SBA, Treasury Management, Home Equity Lines of..., Loan Origination, Private Banking, Residential Mortgages, Investments, Sales, Portfolio Management, Relationship Management
Education
University of Louisiana at Lafayette
Sidoti & Company, LLC July 2011 - Present
Kotak Institutional Equities October 2008 - December 2010
Bank of America/Merrill Lynch June 2000 - February 2008
KEA Capital September 1998 - June 2000
HDFC Bank Ltd August 1995 - July 1996
Deloitte July 1992 - June 1995
Skills
Valuation, Equity Research, Financial Modeling, Emerging Markets, Industry Analysis, Equities, Series 7, Investments
Education
University of Rochester 1996 — 1998
Master of Business Administration, Finance
The Institute of Chartered Accountants of
CFA Charter holder2005
Bank of America/Merrill Lynch Business Support ManagerMerrill Lynch2013 - Present
Bank of America 1979 - March 2013
Skills
Vendor Management, HRIS, Risk Mitigation, Business Analysis, User Acceptance Testing, Talent Management, IT Strategy, BPO, Organizational..., Workforce Planning
Education
Stevens Institute of Technology
University of Scranton
JPMorgan Chase Bank N.A. August 2013 - Present
Scottrade Inc June 2010 - August 2013
Bank of America/Merrill Lynch July 2006 - January 2010
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
National Western Life December 2014 - Present
MassMutual Financial Group February 2014 - November 2014
Allianz Life January 2012 - December 2013
Glaxo Smithkline Pharmaceuticals October 2011 - January 2012
Bank of America/Merrill Lynch July 2010 - September 2011
Nobel Biocare March 2010 - July 2010
TD Bank December 2009 - March 2010
Merrill Lynch February 2008 - November 2009
Office Of Payroll City of NY July 2007 - December 2007
Merck Pharmaceuticals February 2002 - June 2007
Skills
Quality Center, Testing, SDLC, Agile Methodologies, Software Quality..., Quality Assurance, Test Management, Integration, Test Automation, Software Development, Waterfall, QTP, Oracle, Test Cases, Test Planning, HP Quality Center, HP QTP
Education
Saint Peter's University 1980 — 1985
BS, Marketing
Port Authority of NY & NJ December 2014 - Present
Amazon August 2014 - December 2014
Bank of America/Merrill Lynch April 2013 - November 2013
Bloomberg LP January 2012 - April 2013
Princeton University October 2010 - January 2012
Bajchem Services May 2010 - September 2010
Eloizard Carpentry May 2009 - September 2009
Skills
Outlook, PowerPoint, Photoshop, PeopleSoft, Access, French, Creole, Microsoft Excel, Illustrator, Microsoft Word, Microsoft Office, Customer Service, Macro, Excel Pivot, MS Excel Pivot Tables, Exceptional People..., Financial Analysis, Financial Modeling, Windows 8, Profit Maximization, Teamwork, Management, Social Media
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
BS, Finance
Penserra Securities LLC February 2012 - Present
Bank of America/Merrill Lynch June 2008 - June 2011
Skills
Microsoft Excel
Education
State University of New York at Buffalo
J.P. Morgan June 2011 - Present
Bank of America/Merrill Lynch September 2006 - June 2011
ABN/AMRO - LaSalle Bank March 2005 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Communications and Media
Merrill Lynch May 2015 - Present
Bank of America/Merrill Lynch January 2014 - Present
Bank of America/Merrill Lynch June 2012 - Present
TEKsystems December 2011 - May 2012
Sr. National Team May 2011 - September 2011
Zamalek Sporting Club September 2009 - February 2011
Skills
Series 7, Series 66
Education
The College of New Jersey 2004 — 2008
Interdisciplinary Business
BANK OF AMERICA/MERRILL LYNCH September 2011 - Present
Diversity Research & Consulting Group, July 2009 - August 2011
Dahal-Baker Agency, Inc. June 2009 - June 2011
Bank of America July 2005 - June 2009
Skills
Analysis, Budgets, Business Planning, Customer Service, Equities, Finance, Investments, Leadership, Loans, Management, Marketing, Program Management, Strategic Planning, Small Business, Team Building, Training
Education
University of Hartford 1994 — 1995
MBA
University of Hartford, CT 1993 — 1995
MBA
Bank of America/Merrill Lynch May 1994 - December 2010
Education
Temple University 1972 — 1974
B.S.E., Secondary Education
Bank of America/Merrill Lynch September 2005 - June 2014
US Navy October 1997 - October 2001
Skills
Microsoft Office 2007, Windows 7, Windows XP Pro, Troubleshooting, Project Coordination, Project Management, Windows XP
Education
University of North Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of America/Merrill Lynch May 1985 - September 2011
Education
Triton-College
Bank of America/Merrill Lynch November 1999 - September 2012
K-Mart May 2006 - December 2011
Target September 1993 - August 1999
Simon Marketing August 1998 - May 1999
South Suburban Hospital June 1991 - October 1993
Skills
Financial Reporting, Customer Service, Organizational..., Time and Schedule..., Project Coordination, Preparation Of Reports, Microsoft Office, Notary Public, Financial Audits, Travel Arrangements, Master Scheduling, Appointment Scheduling, Spreadsheets, Meeting Planning, Microsoft Excel, Microsoft Word, Outlook
Education
Robert Morris College 1996 — 1999
Bachelor of Business Administration, Business Management
Robert Morris University - Illinois 1996 — 1997
Associate of Applied Science, Legal Secretarial Administration