Bank of America/Merrill Lynch

Description

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

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Bank of America/Merrill Lynch Employees

Employee
Years
Job
Industry
Erich Weber Erich Weber West Palm Beach, Florida Area Details
Erich Weber's Bank of America/Merrill Lynch Experience 2012 - August 2013
Job Managing Director Head of Capital Markets Distribution & Sales
Industry Investment Management
Experience
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

Sharyn Elder Sharyn Elder Charlotte, North Carolina Area Details
Sharyn Elder's Bank of America/Merrill Lynch Experience 1996 - 2012
Job Experienced Investments and Banking
Industry Investment Management
Experience
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

Daisy E. Davenport Daisy E. Davenport Jacksonville, Florida Area Details
Daisy E. Davenport's Bank of America/Merrill Lynch Experience October 2007 - July 2011
Job Experienced Business Continuity & Contact Center Professional
Industry Financial Services
Experience
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

Rachel Artiste Rachel Artiste Jacksonville, Florida Area Details
Rachel Artiste's Bank of America/Merrill Lynch Experience July 2013 - September 2014
Job Registered Quality Assurance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Rhonda Mills Rhonda Mills Greater San Diego Area Details
Rhonda Mills's Bank of America/Merrill Lynch Experience September 2011 - September 2014
Job VP, Senior Financial Advisor at UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
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

Jeremy Hartnett Jeremy Hartnett Atlanta, Georgia Details
Jeremy Hartnett's Bank of America/Merrill Lynch Experience July 2009 - December 2011
Job HR Professional with experience leading programs and projects in multiple functions and industries
Industry Financial Services
Experience
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

Daniel Deal Daniel Deal Jacksonville, Florida Area Details
Daniel Deal's Bank of America/Merrill Lynch Experience May 2012 - May 2013
Job Experienced call center professional
Industry Banking
Experience
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

Jarrett Fisher Jarrett Fisher Salt Lake City, Utah Details
Jarrett Fisher's Bank of America/Merrill Lynch Experience March 2007 - February 2010
Job Vice President at Goldman Sachs
Industry Banking
Experience
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

Theresa Plotnick-Miller Theresa Plotnick-Miller Greater New York City Area Details
Theresa Plotnick-Miller's Bank of America/Merrill Lynch Experience May 2009 - August 2014
Job Private Banker, VP at Morgan Stanley
Industry Financial Services
Experience
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

Vimmi Harwani, PMP Vimmi Harwani, PMP Greater New York City Area Details
Vimmi Harwani, PMP's Bank of America/Merrill Lynch Experience May 2011 - June 2013
Job Corporate Vice President, New York Life
Industry Information Services
Experience
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

Edward Osunlalu Edward Osunlalu Phoenix, Arizona Area Details
Edward Osunlalu's Bank of America/Merrill Lynch Experience 2008 - Present
Job Financial Service Industry Expert
Industry Investment Banking
Experience
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

David Schwartzbard David Schwartzbard Greater New York City Area Details
David Schwartzbard's Bank of America/Merrill Lynch Experience April 2012 - August 2012
Job Investor Services Associate at American Realty Capital Group/American National Stock Transfer
Industry Financial Services
Experience
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

Melinda Woodell Melinda Woodell Greater San Diego Area Details
Melinda Woodell's Bank of America/Merrill Lynch Experience April 2011 - October 2011
Job Senior Vice President/Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Ellen Lindh Ellen Lindh Washington D.C. Metro Area Details
Ellen Lindh's Bank of America/Merrill Lynch Experience June 1983 - November 2010
Job Financial Advisor at Dixon Hughes Goodman Wealth Advisors
Industry Investment Management
Experience
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

Teresa Failli Teresa Failli Greater New York City Area Details
Teresa Failli's Bank of America/Merrill Lynch Experience January 2009 - December 2010
Job Sales Associate at Berkshire Hathaway Fox & Roach Realtors
Industry Financial Services
Experience
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

Stephanie Ridgeway Stephanie Ridgeway West Palm Beach, Florida Area Details
Stephanie Ridgeway's Bank of America/Merrill Lynch Experience June 2009 - August 2009
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
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

Michele (Green) Meyer-Shipp Michele (Green) Meyer-Shipp Newark, New Jersey Details
Michele (Green) Meyer-Shipp's Bank of America/Merrill Lynch Experience August 2005 - March 2009
Job Vice President & Chief Diversity Officer at Prudential Financial
Industry Financial Services
Experience
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

Arthur Chase Arthur Chase Greater New York City Area Details
Arthur Chase's Bank of America/Merrill Lynch Experience December 2009 - January 2011
Job Professional Technology Recruiter
Industry Capital Markets
Experience
*   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

Suyog Kulkarni Suyog Kulkarni Jacksonville, Florida Area Details
Suyog Kulkarni's Bank of America/Merrill Lynch Experience May 2010 - September 2012
Job
Industry Information Technology and Services
Experience
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

Frank Matulich Frank Matulich United States Details
Frank Matulich's Bank of America/Merrill Lynch Experience 1998 - June 2014
Job Independent Financial Services Professional
Industry Financial Services
Experience
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.

Karen L. Dawson, MBA Karen L. Dawson, MBA Greater Boston Area Details
Karen L. Dawson, MBA's Bank of America/Merrill Lynch Experience August 2012 - October 2013
Job Senior Business Analyst
Industry Information Technology and Services
Experience
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

Jeremy L Vance MBA, CFP® Jeremy L Vance MBA, CFP® Austin, Texas Area Details
Jeremy L Vance MBA, CFP®'s Bank of America/Merrill Lynch Experience November 2006 - March 2011
Job VP Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
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

Dawn Milazzo Dawn Milazzo Greater New York City Area Details
Dawn Milazzo's Bank of America/Merrill Lynch Experience December 2010 - April 2011
Job Client Services Manager at VIIAD
Industry Information Technology and Services
Experience
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

Kaval Shah Kaval Shah Greater New York City Area Details
Kaval Shah's Bank of America/Merrill Lynch Experience June 2011 - Present
Job Assistant Vice President at Bank of America/Merrill Lynch
Industry Banking
Experience
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

Ashley Pelzer, MBA Ashley Pelzer, MBA Charlotte, North Carolina Details
Ashley Pelzer, MBA's Bank of America/Merrill Lynch Experience June 2014 - June 2015
Job
Industry Civil Engineering
Experience
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

Spenser Samms Spenser Samms Greater New York City Area Details
Spenser Samms's Bank of America/Merrill Lynch Experience May 2010 - Present
Job Senior Relationship Management BofAML
Industry Financial Services
Experience
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

Robert Doyle Robert Doyle Greater Philadelphia Area Details
Robert Doyle's Bank of America/Merrill Lynch Experience September 2009 - December 2012
Job Senior Talent Acquisition Specialist at Toll Brothers
Industry Construction
Experience
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

Nicholas Castellano Nicholas Castellano Temecula, California Details
Nicholas Castellano's Bank of America/Merrill Lynch Experience January 2008 - September 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Daniel Spano Daniel Spano Greater New York City Area Details
Daniel Spano's Bank of America/Merrill Lynch Experience June 2009 - November 2014
Job AVP, Wealth Management Banker at Bank of America/Merrill Lynch
Industry Banking
Experience
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

Rebecca Mildwurm Rebecca Mildwurm San Ramon, California Details
Rebecca Mildwurm's Bank of America/Merrill Lynch Experience August 2012 - December 2012
Job Web Account Manager at Kaiser Permanente
Industry Marketing and Advertising
Experience
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

Joanna Kong Joanna Kong Greater New York City Area Details
Joanna Kong's Bank of America/Merrill Lynch Experience June 2010 - August 2010
Job Marketing at American Express
Industry Financial Services
Experience
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

Brendan Sullivan Brendan Sullivan San Francisco, California Details
Brendan Sullivan's Bank of America/Merrill Lynch Experience 2007 - 2010
Job Executive Director | Enterprise Development | MidWest and Western Regions
Industry Financial Services
Experience
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

Eric Timm Eric Timm Greater New York City Area Details
Eric Timm's Bank of America/Merrill Lynch Experience March 2010 - August 2010
Job Portfolio Specialist at BlackRock
Industry Financial Services
Experience
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

Hebo Yang Hebo Yang New York, New York Details
Hebo Yang's Bank of America/Merrill Lynch Experience June 2013 - August 2013
Job Technology Analyst at Bank of America
Industry Financial Services
Experience
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

Mary Baldauff Mary Baldauff Jacksonville, Florida Area Details
Mary Baldauff's Bank of America/Merrill Lynch Experience March 1996 - Present
Job SVP, Human Resources, Bank of America/Merrill Lynch
Industry Financial Services
Experience
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 Jeanne McCarthy Greater New York City Area Details
Jeanne McCarthy's Bank of America/Merrill Lynch Experience April 2011 - July 2012
Job Principal at Jeanne McCarthy LLC
Industry Information Technology and Services
Experience
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

Kate Disch Kate Disch Jupiter, Florida Details
Kate Disch's Bank of America/Merrill Lynch Experience March 2008 - October 2014
Job Editor/Writer
Industry Financial Services
Experience
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

Sean Mackey Sean Mackey Greater Chicago Area Details
Sean Mackey's Bank of America/Merrill Lynch Experience October 2009 - December 2010
Job VP Northern Trust Hedge Fund Services
Industry Financial Services
Experience
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

Enrico DeAngelis Enrico DeAngelis Greater Boston Area Details
Enrico DeAngelis's Bank of America/Merrill Lynch Experience October 2008 - January 2012
Job Cash Service Representative at Bank of America
Industry Financial Services
Experience
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

Pradnya Patil Pradnya Patil Greater New York City Area Details
Pradnya Patil's Bank of America/Merrill Lynch Experience September 2012 - April 2014
Job Senior Release Engineer at Medidata Solutions
Industry Information Technology and Services
Experience
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

Joan P. (Pat) Delorenzo Joan P. (Pat) Delorenzo Washington D.C. Metro Area Details
Joan P. (Pat) Delorenzo's Bank of America/Merrill Lynch Experience April 2003 - 2006
Job Assistant Vice President at Bank of America
Industry Banking
Experience
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

Taha Vasi Taha Vasi Greater New York City Area Details
Taha Vasi's Bank of America/Merrill Lynch Experience May 2010 - August 2011
Job Senior Linux/Unix Engineer at Millennium Partners
Industry Financial Services
Experience
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.

Janet Bellizzi Janet Bellizzi Greater New York City Area Details
Janet Bellizzi's Bank of America/Merrill Lynch Experience 2009 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Kimberly Lawrence Kimberly Lawrence Greater Pittsburgh Area Details
Kimberly Lawrence's Bank of America/Merrill Lynch Experience September 2005 - August 2012
Job Deputy General Counsel & Chief Compliance Officer at American Eagle Outfitters
Industry Legal Services
Experience
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

Suzan Hemstock Suzan Hemstock Greater New York City Area Details
Suzan Hemstock's Bank of America/Merrill Lynch Experience January 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Jarrod Newman Jarrod Newman Greater New York City Area Details
Jarrod Newman's Bank of America/Merrill Lynch Experience May 2005 - May 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Matt Gellene Matt Gellene Greater Boston Area Details
Matt Gellene's Bank of America/Merrill Lynch Experience January 2009 - Present
Job Managing Director Bank of America/Merrill Lynch
Industry Banking
Experience
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

Rhonda Denning Rhonda Denning Las Vegas, Nevada Area Details
Rhonda Denning's Bank of America/Merrill Lynch Experience September 1989 - June 2012
Job PRIVATE BANKING ASSOCIATE at First Foundation, Inc.
Industry Financial Services
Experience
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

Chip Haunss Chip Haunss Greater New York City Area Details
Chip Haunss's Bank of America/Merrill Lynch Experience February 2012 - June 2014
Job Project Manager, P3 at Thomson Reuters
Industry Financial Services
Experience
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

Laurie A Weber Laurie A Weber Greater New York City Area Details
Laurie A Weber's Bank of America/Merrill Lynch Experience April 2013 - Present
Job Production Services Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

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

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

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

The George Washington University - School of Business
Project Management

Jake Wagner Jake Wagner Orange County, California Area Details
Jake Wagner's Bank of America/Merrill Lynch Experience 2008 - 2012
Job Investment Grade Trader
Industry Financial Services
Experience
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

Yin Sun Yin Sun Greater New York City Area Details
Yin Sun's Bank of America/Merrill Lynch Experience April 2000 - Present
Job Web Analyst/Developer at Bank of America/Merrill Lynch
Industry Financial Services
Experience
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

Noreen O'Hanlon Noreen O'Hanlon Greater New York City Area Details
Noreen O'Hanlon's Bank of America/Merrill Lynch Experience April 2000 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

Theresa King, MBA Theresa King, MBA Jacksonville, Florida Area Details
Theresa King, MBA's Bank of America/Merrill Lynch Experience August 2010 - April 2013
Job Knowledge Management
Industry Information Technology and Services
Experience
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

Thomas Griffin Thomas Griffin Greater New York City Area Details
Thomas Griffin's Bank of America/Merrill Lynch Experience September 2012 - October 2013
Job Director Business Development
Industry Research
Experience
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

Jordan Rosenbaum Jordan Rosenbaum Greater New York City Area Details
Jordan Rosenbaum's Bank of America/Merrill Lynch Experience May 2010 - August 2010
Job Sales Representative at Nassau Candy Distributors, Inc.
Industry Food & Beverages
Experience
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

Whitney Raymond Whitney Raymond Miami/Fort Lauderdale Area Details
Whitney Raymond's Bank of America/Merrill Lynch Experience December 2013 - Present
Job Financial Solutions Advisor at Bank of America/Merrill Lynch
Industry Banking
Experience
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

Jairam Nathan CFA Jairam Nathan CFA Greater New York City Area Details
Jairam Nathan CFA's Bank of America/Merrill Lynch Experience June 2000 - February 2008
Job Senior Analyst at Sidoti & Co.
Industry Financial Services
Experience
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

William Di Bianca William Di Bianca Greater New York City Area Details
William Di Bianca's Bank of America/Merrill Lynch Experience Business Support ManagerMerrill Lynch2013 - Present
Job Business Support Manager Global Wealth & Investment Mgmt at Bank of America/Merrill Lynch
Industry Financial Services
Experience
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

Ben Bresnahan Ben Bresnahan San Diego, California Details
Ben Bresnahan's Bank of America/Merrill Lynch Experience July 2006 - January 2010
Job Relationship Banker
Industry Financial Services
Experience
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

Stephen Parcel Stephen Parcel Greater New York City Area Details
Stephen Parcel's Bank of America/Merrill Lynch Experience July 2010 - September 2011
Job Project/QA Manager Consultant
Industry Information Technology and Services
Experience
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

Jean Debrosse Jean Debrosse Greater New York City Area Details
Jean Debrosse's Bank of America/Merrill Lynch Experience April 2013 - November 2013
Job Transportation Analyst at Port Authority of NY & NJ
Industry Computer Networking
Experience
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

Lijo Kochupaul Lijo Kochupaul Greater New York City Area Details
Lijo Kochupaul's Bank of America/Merrill Lynch Experience June 2008 - June 2011
Job VP of Operations at Penserra Securities LLC
Industry Financial Services
Experience
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

philip arnell philip arnell Jamaica, New York Details
philip arnell's Bank of America/Merrill Lynch Experience September 2006 - June 2011
Job
Industry Investment Banking
Experience
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

Mark Aziz Mark Aziz Greater New York City Area Details
Mark Aziz's Bank of America/Merrill Lynch Experience January 2014 - Present
Job AVP/Internal Wealth Management Specialist, Managed Solutions Group at Merrill Lynch
Industry Financial Services
Experience
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

Saphia Dahal-Baker, MBA Saphia Dahal-Baker, MBA Palos Verdes Peninsula, California Details
Saphia Dahal-Baker, MBA's Bank of America/Merrill Lynch Experience September 2011 - Present
Job FINANCIAL ADVISOR, AVP at BANK OF AMERICA/MERRILL LYNCH
Industry Management Consulting
Experience
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

Bob Hertzog Bob Hertzog Greater Philadelphia Area Details
Bob Hertzog's Bank of America/Merrill Lynch Experience May 1994 - December 2010
Job Real Estate Professional
Industry Real Estate
Experience
Bank of America/Merrill Lynch   May 1994 - December 2010

Education
Temple University   1972 — 1974
B.S.E., Secondary Education

Jonathan Quarti Jonathan Quarti Ponte Vedra Beach, Florida Details
Jonathan Quarti's Bank of America/Merrill Lynch Experience September 2005 - June 2014
Job Bank of America
Industry Financial Services
Experience
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

Suzanne Jay Suzanne Jay Chicago, Illinois Details
Suzanne Jay's Bank of America/Merrill Lynch Experience May 1985 - September 2011
Job Experienced Executive Assistant
Industry Financial Services
Experience
Bank of America/Merrill Lynch   May 1985 - September 2011

Education
Triton-College

Gwendolyn Triche Gwendolyn Triche Greater Chicago Area Details
Gwendolyn Triche's Bank of America/Merrill Lynch Experience November 1999 - September 2012
Job Executive/Administrative AssistantBanking
Industry Banking
Experience
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

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