BofA 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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BofA Merrill Lynch Employees

Employee
Years
Job
Industry
M Randall Gault M Randall Gault Salinas, California Area Details
M Randall Gault's BofA Merrill Lynch Experience February 2008 - Present
Job VP Wealth Managenet Advisor at Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   February 2008 - Present
Merrill Lynch  February 2008 - Present
Merrill Lynch  2008 - January 2015
Morgan Stanley  April 1999 - February 2008

Skills
Fixed Income, Securities, Wealth Management..., Wealth Management, Equities, Investment Advisory, Retirement Planning, Structured Finance

Education
University of California, Berkeley   1975 — 1976
Engineer’s Degree, Finance, Graduated

Arizona State University   1968 — 1972
Engineer’s Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance

Sandeep Saini Sandeep Saini New York, New York Details
Sandeep Saini's BofA Merrill Lynch Experience August 2015 - Present
Job Head of Global Markets Sales, Research and Capital Markets Technology at BofA Merrill Lynch
Industry Investment Management
Experience
BofA Merrill Lynch   August 2015 - Present
BofA Merrill Lynch   June 2014 - Present
BofA Merrill Lynch   October 2013 - June 2014
Merrill Lynch  October 2007 - September 2013
AST Equity Plan Solutions  April 2006 - September 2007
Mellon Investor Services  1999 - 2006
The Bank of New York Mellon  1999 - 2006
Paragon Solutions  1997 - 1998
Larsen and Toubro Limited  1995 - 1997

Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Software Project..., Enterprise Software, Management, Equities, Program Management, Project Management

Education
Rutgers, The State University of New Jersey-Newark   1998 — 2000
MBA, Finance and Strategic Management

Punjab Engineering College   1991 — 1995
Bachelor Of Engineering, Computer Science and Engg.

Robert S. Kaplan Robert S. Kaplan Greater Philadelphia Area Details
Robert S. Kaplan's BofA Merrill Lynch Experience August 2011 - March 2013
Job Associate Attorney at Ballard Spahr LLP
Industry Financial Services
Experience
Ballard Spahr LLP  March 2013 - Present
BofA Merrill Lynch   August 2011 - March 2013
BofA Merrill Lynch   February 2011 - August 2011
Merrill Lynch  November 2007 - February 2011
BISYS Retirement Services  September 2006 - November 2007
U.S. Department of Labor   May 2004 - May 2006

Skills
Retirement, 401k, Financial Services, Mutual Funds, Defined Benefit, Pensions, ERISA, Securities, Employee Benefits, Qualified Retirement...

Education
Temple University - James E. Beasley School of Law   2012 — 2013
Graduate Certificate in Employee Benefits

Temple University - James E. Beasley School of Law   2003 — 2006
Juris Doctor, Law

Penn State University   1999 — 2003
Bachelor of Science, Labor & Industrial Relations

Haley Morgan Haley Morgan Greater St. Louis Area Details
Haley Morgan's BofA Merrill Lynch Experience August 1988 - January 1989
Job Financial Advisor at SWS Financial Services
Industry Financial Services
Experience
SWS Financial Services   June 1997 - Present
Comerica Securities  April 1991 - June 1997
Shearson Lehman Hutton  April 1989 - December 1989
BofA Merrill Lynch   August 1988 - January 1989
EF Hutton  January 1987 - August 1988

Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis

Education
Southern Methodist University - Cox School of Business   1982 — 1986
BBA

Matt Dellen Matt Dellen Chicago, Illinois Details
Matt Dellen's BofA Merrill Lynch Experience June 2010 - August 2010
Job MBA Candidate at Kellogg School of Management
Industry Information Technology and Services
Experience
DoubleMap  September 2012 - May 2015
1871  June 2013 - April 2015
Google  June 2011 - July 2012
BofA Merrill Lynch   June 2010 - August 2010
Emswiler, Williams, Noland & Clarke PC   May 2008 - August 2008

Skills
Fundraising, Excel, Social Media, PowerPoint, Microsoft Office, Data Analysis, Sales Process, Customer Presentations, Technical Presentations, Salesforce.com, Enterprise Software, Microsoft Excel, Sales, Investment Banking, Portfolio Management, Team Leadership, Marketing

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (MBA)

Indiana University - Kelley School of Business   2007 — 2011
BS in Business, Finance

London School of Economics and Political Science   2009 — 2009
Summer Sessions Programme, Financial Markets

Charleen Kao Charleen Kao Greater Los Angeles Area Details
Charleen Kao's BofA Merrill Lynch Experience June 2009 - August 2009
Job MBA Candidate at USC Marshall School of Business, Sr. Analyst at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios  June 2013 - Present
The Walt Disney Studios  October 2012 - June 2013
Mosaic Sales Solutions (Client: The Walt Disney Studios)   January 2011 - October 2012
Mosaic Sales Solutions (Client: The Walt Disney Studios)   October 2010 - December 2010
EA Health Corporation  November 2007 - July 2010
BofA Merrill Lynch   June 2009 - August 2009

Skills
Product Management, Microsoft Excel, Social Media, Management, Marketing, Analysis, Leadership, Analytics, Customer Service, Salesforce.com, Market Research, Integrated Marketing, Retail, Digital Media, Program Management, Entertainment, Marketing Strategy, Social Media Marketing

Education
University of Southern California - Marshall School of Business   2014 — 2017
Master of Business Administration (MBA)

University of California, San Diego - The Rady School of Management   2009 — 2010

University of California, San Diego- Extension   2009 — 2010
Certificate, Financial Analysis

University of California, San Diego   2006 — 2010
BS, Management Science

Fudan University
Chinese, International Business

Jack Heiss Jack Heiss Tampa/St. Petersburg, Florida Area Details
Jack Heiss's BofA Merrill Lynch Experience July 2007 - September 2012
Job Sr. VP, Private Client, Tampa Bay
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   September 2012 - Present
Tampa Museum of Art  January 2008 - January 2014
BofA Merrill Lynch   July 2007 - September 2012
BofA Banc of America Investments, Inc.   January 2006 - September 2007
BofA Banc of America Investments   January 2004 - January 2006
BofA- Banc of America Investments, Inc   June 2003 - 2004
Prudential Financial- Prudential Securities, Inc.   2000 - 2003

Skills
Wealth Management, Series 7, Series 63, Asset Allocation, Asset Management, Investments, Portfolio Management, Equities, Retirement Planning, Commercial Lending, Strategic Financial..., Private Equity, Asset Managment, Banking, Wealth Management..., Leadership, Financial Analysis, Investment Management, Finance, Financial Services, Private Banking, Wealth, Corporate Finance, Investment Advisory, Mutual Funds, High Net Worth..., Alternative Investments, Investment Strategies, Securities, Financial Advisory, ETFs, Loans, Credit, Mortgage Lending, Capital Markets, Commercial Banking, Fixed Income, Cash Management, Relationship Management, Credit Analysis, Insurance, Investment Banking, Financial Planning

Education
Florida State University   1979 — 1983
Bachelor of Science (B.S.), School of Business- Business Management Major

Wharton School, University of Pennsylvania   2005 — 2006
Executive Leadership Program, Certificate of Completion- Non Degree Program

Christopher Chiasson, CFA Christopher Chiasson, CFA San Francisco, California Details
Christopher Chiasson, CFA's BofA Merrill Lynch Experience June 2009 - Present
Job Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   June 2009 - Present
Merrill Lynch  2008 - 2008
KPMG LLP  October 2002 - August 2007
KPMG LLP  June 2001 - September 2002

Education
University of Chicago Booth School of Business   2007 — 2009
MBA

University of California, Berkeley   1998 — 2001
BA, Economics

Jeff Ransdell Jeff Ransdell Miami, Florida Details
Jeff Ransdell's BofA Merrill Lynch Experience January 2011 - Present
Job Managing Director and Division Executive Southeast, Latin America & Caribbean
Industry Financial Services
Experience
BofA Merrill Lynch   January 2011 - Present
BofA Merrill Lynch   2009 - 2011
Merrill Lynch  2004 - 2009
Merrill Lynch  2001 - 2004
Merrill Lynch  1999 - 2001
Merrill Lynch  1995 - 1999

Skills
Latin America, Series 7, Wealth Management, Series 63, Alternative Investments, Private Banking, Change Management, Business Strategy, Strategic Planning, Financial Analysis, Private Equity, Financial Structuring, Relationship Management, Banking, Valuation, Financial Markets, Estate Planning, Derivatives, Investment Management

Education
The University of North Dakota   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance/International Finance

Jon Ewing Jon Ewing New York, New York Details
Jon Ewing's BofA Merrill Lynch Experience 2007 - 2012
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  October 2012 - Present
BofA Merrill Lynch   2007 - 2012
Deutsche Bank  1998 - 2007

Education
Boston College

Luiz Ottavio Greca Luiz Ottavio Greca Chicago, Illinois Details
Luiz Ottavio Greca's BofA Merrill Lynch Experience June 2012 - August 2012
Job William Blair & Company LLC
Industry Investment Banking
Experience
William Blair & Company  August 2013 - Present
University of Chicago Booth School of Business  September 2011 - June 2013
BofA Merrill Lynch   June 2012 - August 2012
Greca & Wasserman Advocacia e Consultoria Juridica   January 2009 - October 2011
Hospital Pequeno Príncipe   February 2006 - January 2009

Skills
Sales Management, Negotiation, Investment Banking, Corporate Finance, Finance, Banking Law, Entrepreneurship, Coaching, Capital Markets, Strategy, Strategic Planning

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA

Universidade Federal do Paraná   2001 — 2006
Juris Doctor, Law

Colegio Medianeira

Colegio Medianeira

Lynn Broderick Lynn Broderick Cincinnati Area Details
Lynn Broderick's BofA Merrill Lynch Experience January 2002 - Present
Job Client Relationship Associate at Merrill Lynch Blue Ash Office
Industry Financial Services
Experience
BofA Merrill Lynch   January 2002 - Present
Mercantile Stores  January 1976 - October 1989

Skills
Marketing, Salesforce.com, Apparel, Microsoft Excel, Marketing Strategy, Microsoft Word, Retail, Advertising, Coaching

Education
University of Cincinnati College of Business   1984 — 1985
University of Cincinnati, Business

Evan Richardson Evan Richardson Boston, Massachusetts Details
Evan Richardson's BofA Merrill Lynch Experience July 2014 - July 2015
Job Assistant Portfolio Manager at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management  August 2015 - Present
BofA Merrill Lynch   July 2014 - July 2015
BofA Merrill Lynch   July 2011 - July 2014
BofA Merrill Lynch   June 2010 - August 2010
Merrill Lynch  June 2009 - August 2009

Skills
Financial Modeling, Fixed Income, Valuation, Asset Management, Investments, Securities, Asset Allocation, Trading Strategies, Preferred Stock, Hybrids, Investment Strategies, Equities, Portfolio Management, Analysis, Emerging Markets

Education
The University of Kansas   2006 — 2010
Bachelor’s Degree, Accounting and Finance

Stephanie von der Luft Stephanie von der Luft Boston, Massachusetts Details
Stephanie von der Luft's BofA Merrill Lynch Experience September 1999 - April 2011
Job Managing Director, Head of Boston Sales at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities  April 2011 - Present
BofA Merrill Lynch   September 1999 - April 2011
Deutsche Bank Securities  April 1996 - September 1999
Morgan Stanley  September 1993 - April 1996
Cowen and Company  June 1992 - September 1993

Education
Babson College   1988 — 1992
Bachelor of Business Administration (B.B.A.)

Kristen La Valle Kristen La Valle New York, New York Details
Kristen La Valle's BofA Merrill Lynch Experience 2011 - Present
Job at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   2011 - Present
Goldman Sachs  2007 - 2010
Citi  2007 - 2007
National Capital Co., Investment Banking   2006 - 2006

Skills
Fixed Income, Market Risk, Derivatives, Capital Markets, Financial Risk, Risk Management, Financial Analysis, Valuation, Portfolio Management, Investment Banking, Finance, Credit, Bloomberg

Education
American University - Kogod School of Business
MBA

American University - School of International Service
MA

University of California, Santa Barbara

Lee Fan Lee Fan Greater New York City Area Details
Lee Fan's BofA Merrill Lynch Experience June 2014 - Present
Job Vice President, Technology Investment Banking at Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   June 2014 - Present
Evercore Partners  August 2011 - June 2014
Enoch Capital   June 2010 - September 2010
Morgan Stanley  July 2006 - July 2009
Shinsei Bank  June 2004 - August 2005

Education
University of Pennsylvania - The Wharton School   2009 — 2011
MBA, Strategic Management, Finance

Duke University   2003 — 2006
BS, Economics, Biology

Bethany Kennedy Bethany Kennedy New York, New York Details
Bethany Kennedy's BofA Merrill Lynch Experience July 1994 - August 2015
Job GWIM Sr Compliance Manager, B of A/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
BofA Merrill Lynch   July 1994 - August 2015

Skills
Series 7, Series 3, Series 9, Series 10, Series 31, Series 63, Series 65, Series 24, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Securities, Investment Advisory, Uniform Combined State..., Wealth Management

Education
Golden Gate University   1996 — 1999
MBA, Management

Jacksonville University   1992 — 1994
BS, Business

Babson College   1990 — 1992
Business Administration and Management, General

Kimball Union Academy   1986 — 1990

Laavanya Shriram Laavanya Shriram Jersey City, New Jersey Details
Laavanya Shriram's BofA Merrill Lynch Experience April 2010 - February 2013
Job Supply Chain and Strategy MBA Student @ Rutgers Business School
Industry Logistics and Supply Chain
Experience
RAB Lighting  June 2015 - Present
Rutgers Business School  August 2014 - Present
BofA Merrill Lynch   April 2010 - February 2013
Tata Consultancy Services  June 2009 - April 2010
Tata Consultancy Services  November 2006 - May 2009

Skills
Operations Management, Project Management, Demand Planning, International Project..., Manage Client..., Team Management, Business Analysis, Requirements Gathering, Testing, Oracle, Quality Center, SDLC, Requirements Analysis, Linux, Unix, Management, Leadership, Analysis

Education
Jawaharlal Nehru Technological University   2002 — 2006
B.E, Electronics and Electrical Engg., First class with Distinction

Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management

Robert Scardina Robert Scardina Jacksonville, Florida Area Details
Robert Scardina's BofA Merrill Lynch Experience June 1976 - Present
Job VP GWIM Computer Operation at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2014 - Present
BofA Merrill Lynch   June 1976 - Present

Skills
Financial Analysis, Risk Management, Financial Services, Derivatives, Loans, Asset Management, Process Improvement, Wealth Management, Financial Modeling, Business Analysis, Finance, Investment Banking, Vendor Management, Mortgage Lending, Strategic Financial..., Capital Markets, Trading, Hedge Funds, Microsoft Excel, Credit Analysis

Education
Moravian College   1976 — 1980
Bachelor's degree, Business Administration and Management, General

Piscataway Township High School   1974 — 1976

Tony Wan Tony Wan Chicago, Illinois Details
Tony Wan's BofA Merrill Lynch Experience May 2011 - August 2011
Job Trader at Peak6 Investments
Industry Capital Markets
Experience
PEAK6 Investments  July 2013 - Present
BofA Merrill Lynch   May 2011 - August 2011
University of Waterloo  September 2008 - April 2011
CPP Investment Board  February 2010 - April 2010
Ernst & Young  January 2009 - April 2009

Skills
Financial Modeling, VBA, Financial Analysis, Bloomberg, R, Matlab, Economics, Statistics, Quantitative Finance, Quantitative Analytics, Portfolio Management, Trading, Valuation

Education
Massachusetts Institute of Technology   2012 — 2013
Master of Finance

University of Waterloo   2007 — 2012
Bachelor of Mathematics

Wilfrid Laurier University   2007 — 2012
Bachelor of Business Administration (B.B.A.)

Jan-Niklas Erasmy Jan-Niklas Erasmy San Jose, California Details
Jan-Niklas Erasmy's BofA Merrill Lynch Experience May 2012 - August 2012
Job Financial Advisor Intern bei BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   May 2012 - August 2012
Mercedes Benz HPE  June 2011 - August 2011

Skills
Microsoft Excel

Education
Menlo College   2011 — 2013
Bachelor of Science (BS), Management, Finance

Virginia Commonwealth University - School of Business   2009 — 2010

Daniel Nguyen Daniel Nguyen Orange County, California Area Details
Daniel Nguyen's BofA Merrill Lynch Experience April 2011 - October 2011
Job Chief Executive Officer at UC Irvine Student Managed Investment Fund
Industry Financial Services
Experience
UC Irvine Student Managed Investment Fund   June 2012 - Present
TIS  2013 - 2013
Pathway Capital Management  June 2012 - September 2012
UC Irvine Student Managed Investment Fund Team   June 2011 - June 2012
Vietnamese Student Association of UC Irvine   June 2011 - June 2012
BofA Merrill Lynch   April 2011 - October 2011
Marcus & Millichap  January 2011 - March 2011

Skills
Bloomberg Terminal, Fundraising, Microsoft Word, PowerPoint, Microsoft Excel, Macroeconomic Analysis, Written & Oral..., Investments, Leadership, Bloomberg, Public Speaking, Economics, Management, Microsoft Office, Data Analysis, Financial Analysis, Research, Forecasting, Social Media, Analysis, Finance, Macroeconomics

Education
University of California, Irvine   2009 — 2013
Bachelor of Arts (B.A.), Business Administration, 3.7

Fountain Valley High School   2005 — 2009

Kristin Meier, CFP® Kristin Meier, CFP® Oklahoma City, Oklahoma Details
Kristin Meier, CFP®'s BofA Merrill Lynch Experience August 2007 - August 2009
Job Loan Officer at Citywide Mortgage, NMLS #1161688
Industry Financial Services
Experience
Citywide Mortgage  April 2014 - Present
UBS Financial Services, Inc.   August 2009 - April 2014
BofA Merrill Lynch   August 2007 - August 2009
Republic Bank & Trust  January 2007 - August 2007
Republic Bank & Trust  August 2005 - December 2006
Republic Bank & Trust  December 2004 - July 2005

Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning

Education
Oklahoma City University   2004 — 2005
Certificate, Financial Planning Program

University of Oklahoma   1999 — 2003
BA, Political Science, Business, Spanish

Bernardo Sanchez de Tagle Bernardo Sanchez de Tagle New York, New York Details
Bernardo Sanchez de Tagle's BofA Merrill Lynch Experience April 2013 - Present
Job
Industry Banking
Experience
BofA Merrill Lynch   April 2013 - Present
Jefferies & Company  August 2011 - April 2013
Jefferies & Company  June 2010 - August 2010
Deutsche Bank  October 2006 - August 2009
UniTeller - Banorte  2004 - 2006

Skills
Investment Banking, Corporate Finance, Capital Markets, Derivatives, Emerging Markets, Valuation, Financial Modeling, Fixed Income, Corporate Development, Leveraged Finance, High Yield Bonds, Leveraged Lending, Credit Derivatives, Interest Rate..., Due Diligence, Equity Derivatives, Structured Products, LBO, Mergers, Portfolio Management, Structured Finance

Education
Columbia University - Columbia Business School   2009 — 2011
MBA, Finance & Economics

Boston University   1999 — 2003
BS, Manufacturing Engineering

Toigo Foundation

Toigo Foundation

Nathalie Dobeli, CFA Nathalie Dobeli, CFA Greater New York City Area Details
Nathalie Dobeli, CFA's BofA Merrill Lynch Experience October 2006 - October 2007
Job Investment Banking Associate: Global Energy at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  July 2014 - Present
Credit Suisse  June 2013 - August 2013
UBS Investment Bank  February 2010 - 2012
RBS Global Banking & Markets  June 2008 - February 2010
BofA Merrill Lynch   October 2006 - October 2007
JPMorganChase  January 2006 - June 2006
Merrill Lynch  January 2005 - June 2005

Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis

Education
Yale School of Management   2012 — 2014
Master of Business Administration (MBA)

HEC Paris   2013 — 2013
Master of Business Administration (MBA), Strategy Track

Northeastern University   2004 — 2006
BBA, Finance and Management, 3.57

Edi Chihaia Edi Chihaia Greater New York City Area Details
Edi Chihaia's BofA Merrill Lynch Experience January 2001 - Present
Job VP at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   January 2001 - Present

Skills
Electronic Trading, Trading Systems, Market Data, Prime Brokerage, Fixed Income, Equity Derivatives, Equities, Derivatives, Business Analysis, Middle Office, Equity Trading

Education


Daniel Autrique Daniel Autrique Stanford, California Details
Daniel Autrique's BofA Merrill Lynch Experience June 2013 - August 2013
Job Consultant at Bain & Company
Industry Investment Banking
Experience
Bain & Company  2014 - Present
BofA Merrill Lynch   June 2013 - August 2013
Embrace  2013 - 2013
Evercore Partners  2009 - 2012
AURU S.A. de C.V.   2007 - December 2011

Skills
Public Healthcare, Primary Health Care, Mobile Payments, Infrastructure, Public Private..., Project Finance, Investment Banking, Microfinance, Microsoft Excel, Microsoft Office 2008..., Microsoft Power Point, Financial Modeling, Analytic Thinking, VBA, Data Analysis, Spanish, Derivatives, Market Research, Analytics, Portfolio Management, Entrepreneurship, IPO, Mergers, Latin America, Financial Analysis, LBO, Private Equity, Business Planning, Valuation, Mergers & Acquisitions

Education
Stanford Graduate School of Business   2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General

Instituto Tecnológico Autónomo de México / ITAM   2005 — 2010
Bachelor of Arts (B.A.), Economics, 95.7/100

prepa tec

Isidore Smart Isidore Smart Greater New York City Area Details
Isidore Smart's BofA Merrill Lynch Experience August 2010 - Present
Job Associate at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   August 2010 - Present
Deutsche Bank  June 2009 - August 2009

Skills
Financial Modeling, FX Options, Bloomberg, Valuation, Trading, Fixed Income, Capital Markets, Equities, Strategy, Investment Banking, Private Equity, Hedge Funds, Economics

Education
Columbia University   2006 — 2010
BA, Economics

Landmark Education

Joe Viseur Joe Viseur Greater Denver Area Details
Joe Viseur's BofA Merrill Lynch Experience June 2009 - August 2009
Job Senior Corporate Development Analyst at CSG International
Industry Telecommunications
Experience
CSG Systems, Inc.   July 2011 - Present
Miami University  August 2010 - May 2011
CSG Systems  May 2010 - August 2010
BofA Merrill Lynch   June 2009 - August 2009

Skills
Financial Modeling, Organizational Behavior, Employment Law, Forecasting, Mergers, Analysis, Mergers & Acquisitions

Education
Miami University   2007 — 2011
B.S, Finance & Organizational Behavior

CCHS

Rick Grassey Rick Grassey Greater New York City Area Details
Rick Grassey's BofA Merrill Lynch Experience February 1984 - April 2010
Job Grassey Wealth Group SVP Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  May 2010 - Present
BofA Merrill Lynch   February 1984 - April 2010

Skills
Investments, Wealth Management, Asset Management, Equities, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Securities, Capital Markets

Education
Colgate University   1973 — 1977
AB, Philosophy

The Lawrenceville School   1971 — 1973

Serge Krukovsky Serge Krukovsky New York, New York Details
Serge Krukovsky's BofA Merrill Lynch Experience 2004 - 2011
Job Director M&A at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  2014 - Present
Evercore Partners  2012 - 2014
McGraw Hill Financial  2011 - 2012
BofA Merrill Lynch   2004 - 2011
CIBC Oppenheimer  1999 - 2002

Education
Duke University   2002 — 2004
MBA

Cornell University   1995 — 1999
BA, Economics

Dylan Currie Dylan Currie Boston, Massachusetts Details
Dylan Currie's BofA Merrill Lynch Experience June 2010 - March 2011
Job Analyst at Fairmont Consulting Group
Industry Management Consulting
Experience
Fairmont Consulting Group  June 2014 - Present
Raytheon  June 2013 - June 2014
Raytheon Missile Systems  May 2012 - June 2013
U.S. House of Representatives (Representative Todd Young IN-09)   August 2011 - April 2012
BofA Merrill Lynch   June 2010 - March 2011
US Army  June 2010 - July 2010

Skills
Sales, Strategic Planning, Microsoft Office, Microsoft Excel, Research, Leadership, PowerPoint, Data Analysis, Access, Microsoft Word, Social Media, Customer Service, Spanish, Inventory Management, Outlook, Public Speaking, Macroeconomics, Regulations, Financial Analysis, Security Clearance

Education
Indiana University - Kelley School of Business   2008 — 2012
BS, Business Economics, Public Policy

Homestead High School   2004 — 2008
Academic Honors Diploma

Jennifer Wolman Jennifer Wolman Greater Philadelphia Area Details
Jennifer Wolman's BofA Merrill Lynch Experience March 2009 - Present
Job Business Support Manager
Industry Banking
Experience
Bank of America Merrill Lynch  August 2015 - Present
BofA Merrill Lynch   March 2009 - Present
Merill Lynch  March 2002 - March 2009

Skills
Business Requirements, Business Process..., Business Analysis, Requirements Analysis, Requirements Gathering, Process Improvement, Project Delivery, Project Management, SharePoint, Risk Management, Six Sigma, Team Leadership, Visio, Financial Services, Microsoft Office, SDLC, Software Project..., Program Management, Management, Customer Service, Leadership

Education
Rutgers University-New Brunswick   1997 — 2002
Bachelors of Art, English

Vijay Subramanian Vijay Subramanian Greater New York City Area Details
Vijay Subramanian's BofA Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Associate M&A at Citigroup
Industry Investment Banking
Experience
Citi  August 2013 - Present
Private Equity Fund  January 2013 - May 2013
BofA - Merrill Lynch  June 2012 - August 2012
Private Equity - Emerging Markets   May 2011 - August 2011
Medtronic  May 2007 - May 2011
Rio Tinto  May 2006 - September 2006
Applera Corporation  June 2006 - August 2006
Nissan North America  January 2006 - May 2006

Skills
Valuation, Financial Modeling, Business Strategy, Process Improvement

Education
Columbia Business School   2011 — 2013
MBA

Stanford University   2005 — 2007
Masters

Anna University   2001 — 2005
Bachelors

Johnny Williams Johnny Williams San Francisco, California Details
Johnny Williams's BofA Merrill Lynch Experience January 2007 - August 2012
Job Vice Chairman at UBS
Industry Financial Services
Experience
UBS  February 2013 - Present
BofA Merrill Lynch   January 2007 - August 2012
Merrill Lynch  August 1998 - January 2007
SoundView Technology Group  January 1991 - August 1998

Skills
Equity Capital Markets, Sales & Trading, Investment Banking, Venture Capital, Private Equity, Mutual Funds, Hedge Funds, Prime Brokerage, Relationship Management, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers, Strategy, Alternative Investments

Education
Rollins College   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Chris Oakes, CRPC® Chris Oakes, CRPC® Dallas/Fort Worth Area Details
Chris Oakes, CRPC®'s BofA Merrill Lynch Experience September 2010 - December 2013
Job Global Wealth and Investment Management at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   September 2010 - December 2013
National Collegiate Scouting Association  November 2006 - September 2010
Root Realty Inc.   June 2006 - February 2009
Baird & Warner  February 2006 - May 2006
Service Payment Plan Inc.  July 2003 - February 2006

Skills
Wealth Management, Mortgage Lending, Strategic Financial..., Estate Planning, Commercial Banking, Private Banking, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Investments, Insurance, Sales

Education
University of Colorado at Boulder   1998 — 2002
BA, History

Loyola Academy   1994 — 1998

George Koeltl George Koeltl Greater New York City Area Details
George Koeltl's BofA Merrill Lynch Experience April 1997 - November 2000
Job CERTIFIED FINANCIAL PLANNER™ and CDFA at Reby Advisors
Industry Financial Services
Experience
Reby Advisors   January 2005 - Present
UBS Financial Services  November 2000 - December 2004
BofA Merrill Lynch   April 1997 - November 2000
NYS Department of Tax & Finance  February 1991 - April 1997

Education
City University of New York-Herbert H. Lehman College
BS, Accounting

Eric Kim Eric Kim Dallas, Texas Details
Eric Kim's BofA Merrill Lynch Experience January 2009 - April 2009
Job Business Plans and Investment Banking
Industry Investment Banking
Experience
PlanIt Business   April 2009 - Present
Lumos Partners   April 2014 - Present
Alternatives Direct, LLC   March 2011 - Present
Privity Financial LLC   November 2010 - February 2011
BofA Merrill Lynch   January 2009 - April 2009
Google  2009 - 2009
Banc of America Securities  May 2004 - December 2008
Digital Insight (Intuit, Inc.)   April 2003 - April 2004
Dresdner Kleinwort Capital   May 2001 - February 2002
Arthur Andersen  August 1996 - May 2000

Skills
Corporate Development, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Alternative Investments, Investment Strategies, Banking, Hedge Funds, Private Placements, Financial Structuring, Asset Managment, Strategy, IPO, Leadership, Valuation, Business Strategy, Equities, Structured Finance, Investments, Start-ups, LBO, Financial Services, Bloomberg, Strategic Partnerships, Finance, Restructuring, Analysis, Emerging Markets, Acquisition Integration, Equity Valuation, Securities, Project Finance, Acquisitions, Executive Management, Strategic Financial..., Portfolio Management, Management Consulting, M&A experience, Fixed Income, Mergers, Leveraged Finance, Capital Markets, Funding, Private Equity, Divestitures, Investment Management, Corporate Finance, Equity Research, Competitive Analysis

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Finance

University of California, Berkeley, Haas School of Business   1992 — 1996
B.S., Management

Douglas Stocklan Douglas Stocklan Brookline, Massachusetts Details
Douglas Stocklan's BofA Merrill Lynch Experience June 2008 - January 2014
Job Financial Advisor at RTN Financial & Retirement Group
Industry Financial Services
Experience
RTN Financial & Retirement Group   February 2014 - Present
BofA Merrill Lynch   June 2008 - January 2014
Smith Barney  July 1996 - June 2008

Skills
Retirement Planning, Investment Management

Education
Lawrence University   1985 — 1989
Political Science and Government

The Rivers School

Carolina Forero L Carolina Forero L New York, New York Details
Carolina Forero L's BofA Merrill Lynch Experience August 2013 - Present
Job M&A Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   August 2013 - Present
Merrill Lynch  June 2012 - August 2012
Abacus Real Estate   January 2011 - June 2011
Abacus Capital   June 2007 - December 2010

Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Venture Capital, Financial Modeling, Business Strategy, Valuation, LBO, Corporate Finance, Investment Banking, Emerging Markets, Financial Analysis, Capital Markets, Equity Valuation, Project Management, Innovation, Strategic Planning, Investor Relations, Investor Reporting, Strategy, Asset Management, Fundraising

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

SDA Bocconi School of Management
Exchange Program Fall 2012

Universidad de Los Andes   2002 — 2007
Bsc Industrial Engineering, Finance and Organizations

Marc Sease Marc Sease Greater St. Louis Area Details
Marc Sease's BofA Merrill Lynch Experience May 2010 - August 2010
Job Manufacturing Financial Analyst PreCommercial Corn at Monsanto Company
Industry Financial Services
Experience
Monsanto Company  May 2015 - Present
Monsanto  March 2013 - May 2015
Monsanto  January 2013 - March 2013
Monsanto  August 2011 - February 2013
Monsanto  May 2011 - August 2011
Davis Center for Portfolio Management  December 2010 - June 2011
Davis Center for Portfolio Management  September 2009 - December 2010
Delta Tau Delta Fraternity  November 2009 - November 2010
BofA Merrill Lynch   May 2010 - August 2010
Sonic Shine   May 2006 - August 2010

Skills
Financial Analysis, SAP, Accounting, Financial Accounting, Financial Processes, Auditing, Spanish, Excel, Internal Controls, Finance, Forecasting, Analysis, Microsoft Excel, Account Reconciliation, Process Improvement, Budgets, Internal Audit, PowerPoint, Customer Service, Microsoft Office

Education
University of Dayton   2007 — 2011
BS, Finance, International Business, and Spanish

Parkway South High School

Paul Manfredi Paul Manfredi Greater New York City Area Details
Paul Manfredi's BofA Merrill Lynch Experience February 2010 - December 2011
Job Business Analyst at HSBC
Industry Financial Services
Experience
HSBC  February 2015 - Present
UBS  September 2014 - February 2015
Citi  September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area   January 2012 - August 2012
BofA Merrill Lynch   February 2010 - December 2011
Merrill Lynch  December 2007 - February 2010
Merrill Lynch  May 2006 - December 2007
Merrill Lynch  September 2004 - May 2006
Merrill Lynch  February 2003 - September 2004

Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management

Education
Fordham University
BS, Psychology

Sarah Rothenberg Sarah Rothenberg Greater New York City Area Details
Sarah Rothenberg's BofA Merrill Lynch Experience February 2010 - May 2010
Job Real Estate Investment Group
Industry Internet
Experience
76Hudson (Formerly Sense of Fashion)   2011 - Present
Conference of Presidents   2010 - 2011
BofA Merrill Lynch   February 2010 - May 2010

Education
Syracuse University - Martin J. Whitman School of Management   2006 — 2010
Batchelors, entrepreneurship and emerging enterprises

Malcolm Huckaby Malcolm Huckaby Greater Boston Area Details
Malcolm Huckaby's BofA Merrill Lynch Experience January 2009 - June 2012
Job Vice President Investments Capitol Securities/ESPN Basketball Analyst
Industry Financial Services
Experience
ESPN  November 2012 - Present
Capitol Securities Management  July 2012 - Present
IMG  October 2010 - Present
Boston College Alumni Association Board of Directors   July 2011 - April 2014
BofA Merrill Lynch   January 2009 - June 2012
Merrill Lynch  January 2004 - January 2008

Skills
Portfolio Management

Education
Boston College   1990 — 1994

Boston College   1990 — 1994

Gerard Granata Gerard Granata Greater New York City Area Details
Gerard Granata's BofA Merrill Lynch Experience March 2007 - February 2010
Job Director BofA Merrill Lynch
Industry Banking
Experience
Bank Of America/Merrill Lynch  April 2010 - Present
Retired and enjoying time to pursue personal interests and family  January 2011 - April 2015
BofA Merrill Lynch   March 2007 - February 2010
Merrill Lynch  January 2002 - March 2007
Merrill Lynch  January 1989 - January 2002
Merrill Lynch  October 1986 - January 1989

Education
Queens College   1977 — 1981
BA, Mathematics

Trisha Jeffries Trisha Jeffries New York, New York Details
Trisha Jeffries's BofA Merrill Lynch Experience 2011 - Present
Job Analyst, Merrill Lynch Venture Services Group
Industry Financial Services
Experience
BofA Merrill Lynch   2011 - Present
Merrill Lynch  June 2010 - August 2010
J.R.J Sales Co   May 2009 - July 2009
Watt Companies  May 2008 - August 2008

Education
University of California, Berkeley   2007 — 2011
Bachelor of Arts, Economics

Matt Louis Matt Louis Chicago, Illinois Details
Matt Louis's BofA Merrill Lynch Experience June 2011 - August 2011
Job Private Equity Associate at GTCR LLC
Industry Investment Banking
Experience
GTCR LLC  July 2014 - Present
Merrill Lynch  July 2012 - July 2014
BofA Merrill Lynch   June 2011 - August 2011
The Malibu Group  May 2010 - August 2010

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.93

Brendan M. O'Connell Brendan M. O'Connell Baltimore, Maryland Area Details
Brendan M. O'Connell's BofA Merrill Lynch Experience February 2011 - Present
Job Experienced Financial Professional In Search of New and Exciting Opportunity
Industry Financial Services
Experience
BofA Merrill Lynch   February 2011 - Present
UBS Financial Services, Inc.   December 2005 - February 2011
Bank of America  June 2004 - December 2005
Kundra & Associates, P.C.   2003 - 2005

Skills
Planning, Financial Planning, Insurance, Portfolio Management, Mergers, Strategic Financial..., 401k, Asset Management, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Services, Investment Strategies, Investments, Mergers, Project Planning, Retirement Planning, Securities, Series 7, Strategic Planning, Strategy, Training, Wealth Management

Education
University of Baltimore School of Law   2000 — 2003
J.D., Tax/Estate Planning

Hampden-Sydney College   1995 — 1998
A.B., English

Gonzaga College High School   1990 — 1994

Amy Brod Amy Brod San Francisco, California Details
Amy Brod's BofA Merrill Lynch Experience August 2011 - July 2014
Job Vice President, Supervisory Analyst at HSBC Securities (USA) Inc.
Industry Financial Services
Experience
HSBC Securities (USA) Inc.   July 2014 - Present
BofA Merrill Lynch   August 2011 - July 2014
Barclays Capital  April 2007 - August 2011
Goldman Sachs  September 2000 - May 2005
FleetBoston Robertson Stephens   April 1997 - August 2000

Skills
Equities, Fixed Income, Equity Research, Investment Banking, Capital Markets, Research, People-oriented, Databases, Editing, Banking, Securities, Bloomberg, Equity Valuation, Hedge Funds, Series 7, Financial Modeling, Investments

Education
Cornell University   1990 — 1994
B.A., Russian & Soviet Studies

Richard Davidson Richard Davidson New York, New York Details
Richard Davidson's BofA Merrill Lynch Experience August 2015 - Present
Job Director, Equity Sales at BAML
Industry Financial Services
Experience
BofA Merrill Lynch   August 2015 - Present
Nomura  May 2011 - May 2015
Credit Suisse  June 2007 - April 2011
BofA Merrill Lynch   April 2002 - June 2007
BrainSpark Media (BrainSpark, Inc.)   April 1998 - February 2001

Skills
Private Equity, Equities, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Portfolio Management, Valuation, Asset Management, Investments, Financial Modeling, Alternative Investments

Education
The University of Manchester   1993 — 1996
BA Econ, Economics

Thomas A. Esposito Thomas A. Esposito Sarasota, Florida Details
Thomas A. Esposito's BofA Merrill Lynch Experience April 2004 - September 2008
Job Branch Manager at Five Points Financial Services, LLC
Industry Financial Services
Experience
Five Points Financial Services, LLC   November 2011 - Present
Raymond James Financial Services, Inc.   October 2010 - November 2011
Wells Fargo Advisors  September 2008 - October 2010
BofA Merrill Lynch   April 2004 - September 2008

Skills
Securities, Investments, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Finance, Small Business, Financial Advisory, FINRA, Management, Tax, Bonds

Education
Fordham University   1985 — 1989
Bachelor of Arts (B.A.), Economics, American Studies & Philosophy

Joann (Biritz) Ferradino Joann (Biritz) Ferradino Scottsdale, Arizona Details
Joann (Biritz) Ferradino's BofA Merrill Lynch Experience May 1988 - May 2014
Job Executive Administrative Assistant at Hilton Worldwide
Industry Financial Services
Experience
Hilton Worldwide  May 2014 - Present
BofA Merrill Lynch   May 1988 - May 2014

Skills
401k, Bloomberg, Private Banking, Wealth Management, Securities, Series 7, Public Speaking, Marketing, Management

Education
Corona del Sol   1980 — 1993

Hairmasters Institute of Cosmetology   1982 — 1983
Cosmetology License

Christopher K Olsen Christopher K Olsen New York, New York Details
Christopher K Olsen's BofA Merrill Lynch Experience December 2011 - February 2012
Job Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2015 - Present
BNY Mellon  July 2013 - April 2015
BNY Mellon  June 2012 - August 2012
BofA, Merrill Lynch  December 2011 - February 2012

Skills
Bloomberg Terminal, Six Sigma, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Client Development, Client Prospecting, Client Relations Skills, Wealth Management..., Corporate Finance, Corporate Trust, Project Finance, Structured Finance, Fixed Income Products

Education
University of Delaware   2009 — 2013
Bachelor's Degree, Finance & Operations Management Double Major

Magdalena Heinrich Magdalena Heinrich New York, New York Details
Magdalena Heinrich's BofA Merrill Lynch Experience March 2014 - Present
Job Vice President ECM at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   March 2014 - Present
BofA Merrill Lynch   July 2006 - February 2014

Skills
Investment Banking

Education
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule / WHU - Otto Beisheim Graduate School of Management   2002 — 2006
Diplom-Kauffrau, Business Administration, Economics, Finance, Production Management, Accounting

University of Florida - Warrington College Of Business   2004 — 2004
-, Business, Finance, International business law

Université Paris Dauphine   2004 — 2004
-, Finance, Marketing

Jeremy Ruccio Jeremy Ruccio Miami, Florida Details
Jeremy Ruccio's BofA Merrill Lynch Experience December 2007 - Present
Job Senior Vice President Wealth Management BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   December 2007 - Present
Magnum Venture Group   July 2004 - November 2007

Skills
fa.ml.com/jeremy_ruccio, Disability Insurance, Employee Benefits, Entrepreneurship, Equities, Finance, Financial Analysis, Financial Structuring, Fixed Income, High Net Worth..., Customer Service, Investments, Financial Modeling, Leadership, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Wealth Management

Education
Florida State University   2000 — 2004
BS, Finance

Madeline Cedeno Madeline Cedeno Greater New York City Area Details
Madeline Cedeno's BofA Merrill Lynch Experience March 2007 - Present
Job Client Associate at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   March 2007 - Present
Wachovia Bank  March 2006 - March 2007
1031 Exchange Advantage TM   June 2004 - March 2006

Skills
Investments, Customer Service, Banking, Financial Analysis, Portfolio Management, Microsoft Office, Finance, Wealth Management, Financial Services, Leadership

Education
Penn State University   2000 — 2004
Bachelor of Science (B.S.), Psychology & Business

Eduardo Patino Eduardo Patino New York, New York Details
Eduardo Patino's BofA Merrill Lynch Experience January 1986 - Present
Job Owner, Director, Shooter @ Eduardo PATINO.NYC
Industry Photography
Experience
@Eduardo PATINO Photographer   1985 - Present
Alvin Ailey   May 2005 - Present
Gaynor Minden  January 1996 - Present
Dances PATRELLE  May 1985 - Present
Steps On Broadway..School at Steps   2004 - Present
Ballet NY   April 2000 - Present
Ballet Neo   2009 - Present
BofA Merrill Lynch   January 1986 - Present
The David Lynch Foundation  January 2007 - Present
HTC  October 2014 - November 2014

Skills
Photo Shoots, Production, Commercial Photography, Portrait Photography, Dance, Theatre, On Location, Editorial, Photoshop, Art, Performing Arts, Portraits, Catalogs, Fashion Photography, Magazines, Photos, Lighting, Producing, Advertising, Storytelling, Travel Photography, Still Life, Image Manipulation, Production Planning, Carpentry, Custom Decks, Fine Art Photography, Food Photography, Studio Lighting, Image Editing, Photojournalism, Digital Photography, Photo Shoot Production, Studio Photography, Lightroom, Event Photography, Capture One, Editorial Photography, Lifestyle Photography, Landscape Photography, Architectural..., Documentary Photography, Still Photography, Film, Photography, Camera, Entertainment, Creative Direction, Editing

Education
Catawba College   1973 — 1977
BFA, Directing and Theatrical Production/Actor

Gadi Gefen Gadi Gefen Plano, Texas Details
Gadi Gefen's BofA Merrill Lynch Experience June 2009 - August 2009
Job Senior Director Finance at Siemens PLM Software
Industry Computer Software
Experience
Siemens PLM Software  August 2014 - Present
Siemens Energy  September 2012 - August 2014
Siemens Energy  December 2011 - September 2012
Siemens AG, Energy Sector, Solar Thermal Energy   February 2011 - December 2011
Siemens AG, Energy Sector, Photovoltaic Energy   July 2010 - February 2011
BofA Merrill Lynch   June 2009 - August 2009
E & Y  October 2004 - October 2008

Skills
Due Diligence, Business Valuation, Pricing, Productivity Improvement, Operational Efficiency, Derivatives, Auditing, Risk Management, SOX, Strategic Planning, Market Analysis, Mergers, Portfolio Strategy, Financial Modeling, Bid Process Management

Education
INSEAD   2009 — 2009
INSEAD, MBA

Tel Aviv University   2006 — 2006
CPA, Accounting

Tel Aviv University   2002 — 2005
Master of Business Administration (MBA)

Christopher Fink Christopher Fink Greater New York City Area Details
Christopher Fink's BofA Merrill Lynch Experience April 2003 - Present
Job Managing Director at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   April 2003 - Present
Morgan Stanley  December 1992 - March 2003
Milbank, Tweed, Hadley & McCloy LLP   1989 - 1992
Mudge Rose Guthrie Alexander & Ferdon  1985 - 1989

Skills
Fixed Income, Securities, Capital Markets, Investment Banking, Banking, Series 7, Private Equity, Hedge Funds, Equities, Investments, Financial Markets, Financial Modeling

Education
NYU School of Law   1984 — 1985
LL.M., Taxation

SUNY Buffalo School of Law   1981 — 1984
J.D., Law

SUNY Albany   1977 — 1981
B.A., Psychology, Economics

Adam Pearson Adam Pearson Greater New York City Area Details
Adam Pearson's BofA Merrill Lynch Experience February 2008 - December 2009
Job Institutional Equity Sales at Topeka Capital Markets
Industry Financial Services
Experience
Topeka Capital Markets   June 2013 - Present
Sidoti & Company   December 2009 - April 2013
BofA Merrill Lynch   February 2008 - December 2009

Skills
Series 7, Equities, Series 63, Equity Research, Hedge Funds, Securities, Equity Valuation, Equity Trading, Microsoft Excel, Valuation

Education
Arizona State University   2005 — 2009
BS, Business Administration

Greg Friedman Greg Friedman Santa Monica, California Details
Greg Friedman's BofA Merrill Lynch Experience 2010 - 2010
Job Marketing Manager at Laurel & Wolf
Industry Internet
Experience
Laurel & Wolf  September 2015 - Present
Laurel & Wolf  March 2015 - September 2015
MFA Foundry   October 2014 - February 2015
Groupon  August 2012 - November 2014
Groupon  June 2011 - August 2011
BofA Merrill Lynch   2010 - 2010

Skills
Microsoft Excel, Financial Analysis, Budgets, Business Development, Data Analysis, Market Research, Analysis, PowerPoint, Finance, Business Strategy, Social Media, Social Media Marketing, Marketing, Marketing Strategy

Education
Tulane University - A.B. Freeman School of Business   2008 — 2012
Bachelor's Degree, Finance, 3.8

Donna Ford Donna Ford Greater Detroit Area Details
Donna Ford's BofA Merrill Lynch Experience May 1988 - September 1990
Job Sales Business Operations Manager Large Legal US 1 Market Area
Industry Information Technology and Services
Experience
LexisNexis  February 2011 - Present
LexisNexis  January 2009 - February 2011
LexisNexis  March 2006 - January 2009
LexisNexis  June 2000 - March 2006
NationsSecurities   November 1993 - June 1998
The Acacia Group LLC  September 1990 - November 1993
BofA Merrill Lynch   May 1988 - September 1990

Skills
Solution Selling, Sales Process, Account Management, Business Development, Training, Lead Generation, Salesforce.com, Sales, CRM, Management, Sales Management, Analysis, Performance Management, Forecasting, Business Analysis, Sales Operations

Education
Capella University   2015 — 2018
Bachelor of Science (BS) /MBA, Business Management and Leadership

Trinity University-Washington   1988 — 1992
Bachelor's degree, Finance, General

Michael Siagel Michael Siagel Greater Boston Area Details
Michael Siagel's BofA Merrill Lynch Experience August 2008 - January 2010
Job Vice President at Siagel Productions Inc.
Industry Entertainment
Experience
Siagel Productions  January 2010 - Present
BofA Merrill Lynch   August 2008 - January 2010

Skills
Event Planning, Management, Bar/Bat Mitzvahs, Event Management, Leadership, Sales, Entrepreneurship, Special Events..., Customer Service, Social Media Marketing, Social Media, Strategic Planning, Marketing, Marketing Strategy

Education
Boston University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Boston University - School of Management   2004 — 2008
BA, Entrepreneurship/Entrepreneurial Studies

Newton South

Newton South

Steve Mandell Steve Mandell San Francisco, California Details
Steve Mandell's BofA Merrill Lynch Experience July 2011 - July 2014
Job Industrial Growth Partners
Industry Venture Capital & Private Equity
Experience
Industrial Growth Partners  July 2014 - Present
BofA Merrill Lynch   July 2011 - July 2014

Skills
Financial Modeling, Valuation, Equities, Investment Banking, Bloomberg

Education
Stanford University   2007 — 2011
Bachelor's degree, Economics

Joshua Dennerlein Joshua Dennerlein New York, New York Details
Joshua Dennerlein's BofA Merrill Lynch Experience February 2010 - November 2011
Job FICC Sales RM
Industry Financial Services
Experience
Bank of America  November 2013 - September 2014
Bank of America  July 2012 - November 2013
Merrill Lynch  November 2011 - June 2012
BofA Merrill Lynch   February 2010 - November 2011
Robert Derector Associates  May 2007 - August 2009

Skills
MS Office: Excel, Word,..., Bloomberg Terminal, Haver Analytics..., Programming (C, Visual..., Economics, Valuation, Bloomberg, Equity Research, Investments, Equities, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Analysis

Education
McGill University   2004 — 2009
B.Eng, Mechanical Engineering; Economics

Barbara Bramson Barbara Bramson Marina Del Rey, California Details
Barbara Bramson's BofA Merrill Lynch Experience 1994 - 1998
Job Tutor, Special Needs Students, Reading Comprehension, English, Essay, Creative Writing, Math, PreAlgebra.
Industry Writing and Editing
Experience
Thumtack   October 2010 - Present
WyzAnt Tutoring  June 2010 - Present
Professional Tutors of America  June 2003 - Present
Professional Tutors of America  May 2003 - Present
Sylvan Learning Center  April 2004 - June 2008
Club Z Tutoring Services  October 2004 - May 2006
Laser Images  1999 - 2003
BofA Merrill Lynch   1994 - 1998

Skills
Creative Writing, Teaching, Tutoring, Public Speaking, Research, Training, Music, Singing, Publishing, Television, Theatre, Books, Piano, Social Media, Curriculum Design, Event Planning, Special Education, Newsletters, Staff Development, Editing, Curriculum Development, Nonprofits, Higher Education, Blogging, Fundraising, Social Networking

Education
New College of California   1986 — 2000
BA, MA, Fine Arts, Televsion, Educational Studies, GPA 3.9

Roosevelt University   1972 — 1974
Associate of Arts (A.A.), Music, Theater Arts

Los Angeles City College   1971 — 1973
A.A., Fine Arts 3.9 GPA

Kristina Radeva Kristina Radeva Greater New York City Area Details
Kristina Radeva's BofA Merrill Lynch Experience December 2010 - July 2011
Job Credit Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance  July 2011 - Present
BofA Merrill Lynch   December 2010 - July 2011
IBM Corporation  July 2010 - September 2010
Adelphi University, Office of Financial Services   December 2006 - July 2010

Education
Adelphi University   2006 — 2011
BS, Finance, Accounting and Environmental Studies

Adelphi University
2010B.S; B.S, Finance; Accounting; progress

Daniel Barney Daniel Barney San Francisco Bay Area Details
Daniel Barney's BofA Merrill Lynch Experience July 2008 - June 2010
Job Founder at Corduroy
Industry Computer Software
Experience
Corduroy   January 2015 - Present
Institutional Venture Partners (IVP)   June 2010 - December 2014
BofA Merrill Lynch   July 2008 - June 2010
PayPal  2007 - 2007
IECA  2006 - 2006

Skills
Venture Capital, Investment Banking, Entrepreneurship, Investments, Start-ups, Financial Modeling, Valuation, SQL, Private Equity, Due Diligence, Financial Analysis, Business Strategy, Finance, Online Advertising, Business Development, Social Media, Ruby on Rails, Ruby

Education
Stanford University
B.S., Electrical Engineering

Diane Klecka Diane Klecka Dallas/Fort Worth Area Details
Diane Klecka's BofA Merrill Lynch Experience 2004 - Present
Job Financial Advisor, CRPC, Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   2004 - Present
Dallas, Texas  2002 - 2004
Bank of America / NationsBank of Texas, N.A.   1995 - 2002
Bank of America / NationsBank of Texas, N.A.   1994 - 1995
Bank of America / NationsBank of Texas, N.A   1989 - 1994
Bank of America / NCNB Texas National Bank   1987 - 1989
Bank of America / Republic Bank of Texas   1981 - 1987

Skills
Financial Services, Credit..., Depository/Treasury..., Asset Management, Retirement Plans, Investment Products and..., Retirement Income...

Education
The University of Texas at Austin - Red McCombs School of Business   1978 — 1980
MBA, Finance

The University of Texas at Austin   1974 — 1978
BJ, Communications

John Matthew Antel John Matthew Antel Houston, Texas Details
John Matthew Antel's BofA Merrill Lynch Experience Investment Banker - Oil & GasMerrill LynchSeptember 2013 - Present
Job Investment Banker at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   Investment Banker - Oil & GasMerrill LynchSeptember 2013 - Present
Merrill Lynch  August 2012 - September 2013
United States Navy / Naval Aviator   January 2005 - August 2012
Naval Aviation Training Command   May 2002 - January 2005

Skills
Financial Modeling, Investment Banking, Military, Security Clearance, Operational Planning, Navy, Defense, Valuation, Military Operations, Corporate Finance

Education
Darden Graduate School of Business Administration   2009 — 2011
MBA, Business & Finance

United States Naval Academy   1998 — 2002
B.S., Aerospace Engineering

The John Cooper School   1995 — 1998

Scott Kirk Scott Kirk San Francisco Bay Area Details
Scott Kirk's BofA Merrill Lynch Experience June 2008 - June 2010
Job Vice President at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures  July 2015 - Present
Technology Crossover Ventures  September 2010 - July 2013
BofA Merrill Lynch   June 2008 - June 2010
Monitor Group  2006 - 2006

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA), General MBA

Santa Clara University   2004 — 2008
Accounting, Mathematics, Spanish

Christopher Nam Christopher Nam San Francisco Bay Area Details
Christopher Nam's BofA Merrill Lynch Experience 2010 - 2012
Job Director, Internet Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  2012 - Present
BofA Merrill Lynch   2010 - 2012
Touchco (acquired by Amazon)   2009 - 2010
Piper Jaffray  2003 - 2010
Wasserstein Perella  2001 - 2002
Neuberger Berman  1999 - 1999

Education
Princeton University
AB, Economics & Finance

University of Pennsylvania - The Wharton School (CA)
MBA

Csaba Halasz Csaba Halasz San Francisco Bay Area Details
Csaba Halasz's BofA Merrill Lynch Experience July 2007 - June 2008
Job Senior Manager, FrontEnd Product Management at Fanatics, Inc.
Industry Internet
Experience
Fanatics, Inc.   May 2015 - Present
UrbanCaring   May 2013 - January 2015
eBay  January 2012 - May 2013
Nextag (Wize Commerce)   January 2009 - December 2011
BofA Merrill Lynch   July 2007 - June 2008
DKB Bau Ltd.   October 2004 - June 2005
HBHC Ltd.   2003 - 2005
Deloitte - Technology, Media & Telecommunications Group   January 1999 - June 2003

Skills
Product Management, Social Media, Product Feature Roadmap, Functional Requirements, UI and User Experience..., Competitive Analysis, Start-ups, Market Analysis, Scrum Agile, Email Marketing, Entrepreneurship, Online Advertising, Strategy, Leadership, Scrum, Roadmap, User Experience Design, Management, Product Development, Web Analytics, Lead Generation, E-commerce

Education
University of California, Berkeley - Walter A. Haas School of Business   2005 — 2007
MBA

Corvinus University of Budapest   1993 — 1998
MSc

Jed Hwang Jed Hwang San Francisco Bay Area Details
Jed Hwang's BofA Merrill Lynch Experience 2011 - 2011
Job Manager at Monitor Deloitte
Industry Management Consulting
Experience
Deloitte Consulting - Monitor Deloitte   2014 - Present
Deloitte Consulting- Monitor Deloitte   2012 - 2014
BofA Merrill Lynch   2011 - 2011
Abbott Diabetes Care  2007 - 2009
Medtronic  2006 - 2007
Medtronic  2004 - 2007
Chevron  2003 - 2004

Skills
Strategy, Business Strategy, Marketing, Sales Operations, Cross-functional Team..., Market Research, Management Consulting, Finance, Competitive Analysis, Management, Project Management, Medical Devices

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
Master of Business Administration (MBA)

University of California, Berkeley   2009 — 2011
Master's Degree

California Polytechnic State University-San Luis Obispo   1999 — 2003
BS

Sirisha Kadamalakalva Sirisha Kadamalakalva San Francisco Bay Area Details
Sirisha Kadamalakalva's BofA Merrill Lynch Experience April 2010 - Present
Job
Industry Investment Banking
Experience
BofA Merrill Lynch   April 2010 - Present
Citadel Investment Group  January 2010 - April 2010
Merrill Lynch  June 2008 - August 2008
Cognizant Technology Solutions  November 2004 - July 2007
Oracle India Private Limited  2003 - 2004

Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Mergers, Private Equity, Equities, Business Strategy, Business Analysis, Strategy, Competitive Analysis, Bloomberg

Education
The University of Chicago - Booth School of Business   2007 — 2009
Master of Business Administration (M.B.A.)

The University of Chicago Booth School of Business   2007 — 2009
MBA

National Institute of Technology Warangal   1999 — 2003
Bachelor of Technology (B.Tech.)

Alex van Voorhees Alex van Voorhees Greater New York City Area Details
Alex van Voorhees's BofA Merrill Lynch Experience 2008 - 2009
Job
Industry Law Practice
Experience
Bank of America  July 2012 - Present
Jones Day  August 2006 - July 2012
BofA Merrill Lynch   2008 - 2009
AllianceBernstein  2000 - 2004

Education
Case Western Reserve University School of Law   2003 — 2006
JD

Trinity College-Hartford   1996 — 2000
Bachelor of Arts (BA)

Westminster School

Jeremiah Shepard Jeremiah Shepard San Francisco Bay Area Details
Jeremiah Shepard's BofA Merrill Lynch Experience September 2010 - September 2011
Job Associate Analyst at Credit Suisse
Industry Biotechnology
Experience
Credit Suisse  October 2012 - Present
BofA Merrill Lynch   September 2010 - September 2011
Wedbush Securities  June 2009 - September 2010
Roche Diagnostics  March 2009 - June 2009
Pacific Growth Equities  May 2007 - May 2008
Stanford University Office of Technology Licensing  January 2005 - May 2007

Skills
Biotechnology, Pharmaceutical Industry, Biochemistry, Molecular Biology, Start-ups, Strategy, Financial Modeling, Lifesciences, Life Sciences

Education
The University of Texas Southwestern Medical Center at Dallas
PhD, Biochemistry

Washington University in St. Louis
B. A., Biology, General

Stephen Caruso Stephen Caruso Greater New York City Area Details
Stephen Caruso's BofA Merrill Lynch Experience June 2006 - March 2013
Job Business Manager, Office of the COO at UBS
Industry Financial Services
Experience
UBS  April 2013 - Present
BofA Merrill Lynch   June 2006 - March 2013

Skills
Series 7, Equities, Fixed Income, Investments, Financial Modeling, Bloomberg, Securities, Financial Analysis, Wealth Management, Equity Research

Education
Lafayette College   2002 — 2006
AB, Economics and Business

Edward Han Edward Han Greater New York City Area Details
Edward Han's BofA Merrill Lynch Experience May 2013 - Present
Job Vice President at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   May 2013 - Present
Deutsche Bank  2008 - 2012
United States Marine Corps  June 1994 - May 2006

Education
The University of Texas at Austin - Red McCombs School of Business   2006 — 2008
Master of Business Administration (M.B.A.)

United States Naval Academy   1997 — 2001
Bachelor of Science (BS), Econometrics and Quantitative Economics

Brian Heyert Brian Heyert Greater New York City Area Details
Brian Heyert's BofA Merrill Lynch Experience July 2010 - December 2011
Job Experienced Financial Analyst
Industry Financial Services
Experience
Barclays  November 2012 - Present
BofA Merrill Lynch   July 2010 - December 2011
Bank of America  March 2009 - July 2010
Merrill Lynch  February 2008 - February 2009
Merrill Lynch  July 2006 - February 2008
Merrill Lynch  July 2005 - July 2006

Education
Penn State University   2001 — 2005
BS, Finance, minor in Economics

CFA Institute
Completed Level I

Brian Vu Brian Vu Orange County, California Area Details
Brian Vu's BofA Merrill Lynch Experience September 2010 - December 2010
Job Associate at The Picerne Group
Industry Real Estate
Experience
The Picerne Group  June 2014 - Present
CBRE Global Investors  December 2011 - March 2014
BofA Merrill Lynch   September 2010 - December 2010
Westfield  March 2009 - August 2010
Westfield, LLC  June 2007 - March 2009
Westfield, LLC  April 2006 - June 2007
Deloitte  October 2004 - April 2006
Deloitte  October 2002 - September 2004

Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Financial Reporting, Real Estate Economics, Asset Managment, Real Estate, Accounting, Corporate Finance, Forecasting, Internal Controls, Finance, Real Estate Development, Investments, Budgets, Auditing, Financial Accounting, Managerial Finance, Analysis, Financial Audits, Asset Management, Variance Analysis, Portfolio Management, Mergers & Acquisitions

Education
University of Southern California   2009 — 2011
Master of Real Estate Development, School of Policy, Planning and Development

University of Southern California - Marshall School of Business   2008 — 2011
MBA/MRED, Real Estate Development/Finance

University of California, Santa Barbara   1997 — 2002
BA, Business Economics with an Emphasis in Accounting

Sara Gubins Sara Gubins Greater New York City Area Details
Sara Gubins's BofA Merrill Lynch Experience 2002 - Present
Job Equity research analyst, Education & business services at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   2002 - Present
American Express  1999 - 2000
Bain & Co.   1996 - 1999

Skills
Financial Modeling, Equity Research, Equities, Valuation, Investments, Bloomberg, Capital Markets, Financial Analysis, Mergers & Acquisitions, Due Diligence, Series 7, Equity Valuation, Securities

Education
Harvard Business School   2000 — 2002
MBA

Amherst College   1992 — 1996
BA, Economics, French

Meredith Levy Meredith Levy Greater New York City Area Details
Meredith Levy's BofA Merrill Lynch Experience 2009 - January 2012
Job Global Managing Editor/Head of the Supervisory Analysts at J.P.Morgan Securities
Industry Banking
Experience
J.P.Morgan Securities   January 2012 - Present
BofA Merrill Lynch   2009 - January 2012
Bank of America Merrill Lynch  August 2003 - January 2012
Salomon Brothers  1985 - 1994

Skills
Capital Markets, Equity Research, Fixed Income, Investment Banking, Risk Management, Management, Equities, Investments, Hedge Funds, Securities, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Derivatives

Education
Dartmouth College   1980 — 1984
Bachelor of Arts (BA), English

Peter Gyr Peter Gyr New York, New York Details
Peter Gyr's BofA Merrill Lynch Experience September 2010 - June 2013
Job Lawyer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   July 2013 - Present
BofA Merrill Lynch   September 2010 - June 2013
Cadwalader, Wickersham & Taft LLP   August 2006 - August 2010
Sullivan & Cromwell LLP  November 1998 - July 2006
Cravath, Swaine & Moore LLP   September 1997 - September 1998

Skills
Securities, Corporate Governance, Capital Markets, Structured Products, Structured Finance, Cross-border..., Corporate Law, Securitization, Hedge Funds, Mergers & Acquisitions, Financial Regulation, Due Diligence, Derivatives, Securities Regulation, Fixed Income, Investment Advisory, Investment Companies, Broker-Dealer, Dodd-Frank, Private Equity, Merchant Banking, Volcker Rule, Equities, FICC

Education
Northwestern University School of Law
LL.M., with honors

Universität Basel
Lic.iur. (J.D.); Dr.iur. (J.S.D.), magna cum laude

Stuart Maeder Stuart Maeder San Francisco Bay Area Details
Stuart Maeder's BofA Merrill Lynch Experience 1993 - Present
Job Managing Director, Head of West Coast Equity Sales, RBC Capital Markets
Industry Financial Services
Experience
Bank of America  Managing DirectorRBC Capital Markets2011 - Present
BofA Merrill Lynch   1993 - Present

Skills
Capital Markets

Education
Middlebury College   1985 — 1989

Dan Adair Dan Adair San Francisco, California Details
Dan Adair's BofA Merrill Lynch Experience June 2008 - June 2010
Job Product Manager at Zynga
Industry Computer Games
Experience
Zynga  August 2014 - Present
Columbia Business School  September 2012 - May 2014
Red Oak Growth Partners  May 2013 - August 2013
Sopris Capital   January 2013 - May 2013
Lot18  April 2012 - July 2012
Alvarez & Marsal  August 2010 - April 2012
BofA Merrill Lynch   June 2008 - June 2010
Ferris, Baker Watts Inc.   June 2007 - August 2007

Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Analytics, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Due Diligence, Mobile Games, Business Development, Private Equity, Online Gaming, Gaming, Mobile Technology, Data Analysis, Competitive Analysis, Start-ups, Online Gambling

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

The Johns Hopkins University   2004 — 2007
BA, Economics

Adam Beatty Adam Beatty New York, New York Details
Adam Beatty's BofA Merrill Lynch Experience 2007 - Present
Job Equity Research Analyst at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   2007 - Present
Deloitte Consulting  2002 - 2007

Education
Columbia University - Columbia Business School
MBA

Joseph Civadelic Joseph Civadelic Greater New York City Area Details
Joseph Civadelic's BofA Merrill Lynch Experience February 2010 - December 2010
Job Consultant at Federal Reserve Bank Of New York
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York  April 2011 - Present
BofA Merrill Lynch   February 2010 - December 2010
UnitedHealth Group  August 2009 - February 2010
Brown Brothers Harriman  August 2008 - December 2008
Bank of America  June 2007 - June 2008
US Trust  July 2003 - June 2007
Alliance Capital  December 1997 - December 2002
Citibank  January 1995 - December 1997
Bank of New York Mellon  December 1989 - July 1993
Merrill Lynch  April 1988 - December 1989

Education
Montclair State University   1978 — 1983
BS, Computer Science

JUSTIN TANNEN JUSTIN TANNEN Greater New York City Area Details
JUSTIN TANNEN's BofA Merrill Lynch Experience August 2009 - Present
Job
Industry Capital Markets
Experience
BofA Merrill Lynch   August 2009 - Present
Countrywide Home Loans  June 2006 - August 2009
Pelican Fund   May 2005 - August 2005

Skills
MBS, Securitization, Mortgage Lending, Fixed Income, Bloomberg, Series 7, Capital Markets, Hedging, Bonds, Derivatives, Structured Finance, Trading, Securities, Series 63, Microsoft Excel, VBA

Education
Tulane University   2001 — 2005
BS, MS

Cornell University - Johnson Graduate School of Management   2005 — 2006
MS

Friends' Central School (HS)   1996 — 2001

Madhavi Chakka Madhavi Chakka Princeton, New Jersey Details
Madhavi Chakka's BofA Merrill Lynch Experience November 2009 - August 2011
Job Senior Investment Management Compliance Officer
Industry Financial Services
Experience
Cohen & Steers  March 2014 - Present
JP Morgan Asset Management  August 2011 - February 2014
BofA Merrill Lynch   November 2009 - August 2011
JP Morgan Asset Management  January 2009 - October 2009
Legg Mason  January 2007 - December 2008
Merrill Lynch  June 2006 - December 2006
Sask Learning   May 2003 - July 2005

Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle

Education
American University in London
Masters, Information Systems

Nagarjuna University
Master's degree, Economics

Lubaki Nsele Lubaki Nsele Greater New York City Area Details
Lubaki Nsele's BofA Merrill Lynch Experience November 2010 - October 2011
Job Chief Operating Officer at ColtanTech
Industry Computer Software
Experience
ColtanTech   April 2011 - Present
BofA Merrill Lynch   November 2010 - October 2011
Cisco  December 2008 - November 2010
AMDocs  January 2008 - December 2008
ADP  2003 - 2008

Skills
Java Enterprise Edition, Agile Methodologies, Spring, SOA, Software Development, Web Services, Leadership, Scrum, Integration, Java, REST, SQL, XML, UML, Enterprise Architecture, Hibernate, Spring Framework

Education
Southern Polytechnic State University

Neil Chawhan Neil Chawhan Greater New York City Area Details
Neil Chawhan's BofA Merrill Lynch Experience 2000 - September 2015
Job Managing Director at KBW
Industry Investment Banking
Experience
KBW  September 2015 - Present
BofA Merrill Lynch   2000 - September 2015
PricewaterhouseCoopers  1999 - 2000

Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Mergers, LBO, Financial Structuring, Equity Derivatives, Banking, IPO, Credit Analysis, Equity Capital Markets, Financial Services, Equities, Private Equity, Strategic Financial..., Corporate Development, Mergers, Mergers & Acquisitions

Education
University of Connecticut   1995 — 1999
Bachelor’s Degree, Accounting and Finance, University Scholar

Bharath Garikapati Bharath Garikapati Baltimore, Maryland Area Details
Bharath Garikapati's BofA Merrill Lynch Experience 2001 - 2002
Job Assistant Vice President at T. Rowe Price Associates, Inc.
Industry Financial Services
Experience
T. Rowe Price Associates  June 2010 - Present
CSC  September 2000 - June 2010
T.Rowe price  2002 - 2010
Covansys  2000 - 2010
BofA Merrill Lynch   2001 - 2002
Goldman Sachs  2000 - 2001
Keane  1998 - 2000
Binary Semantics Ltd.  1997 - 1998

Skills
Production Support, Computer Science, SDLC, Solution Architecture, Requirements Analysis, Enterprise Architecture, Data Warehousing, Vendor Management, DB2, Business Analysis, IT Strategy, SOA, Software Project..., Business Intelligence, Resource Management, Informatica, Java Enterprise Edition, Systems Analysis, Weblogic, SQL, PMP, Requirements Gathering, Oracle, Agile Methodologies

Education
The Johns Hopkins University - Carey Business School   2012 — 2014
Master of Business Administration (MBA), Management

Nagarjuna University   1994 — 1997
Master of Computer Applications (M.C.A.), Computers

Sri Venkateswara University   1991 — 1993
BS, Maths, Physics and Computer Science

Bernie Friedman Bernie Friedman Greater New York City Area Details
Bernie Friedman's BofA Merrill Lynch Experience 1976 - 1978
Job Special Education Paraprofessional at NYC Department of Education
Industry Information Technology and Services
Experience
NYC Department of Education  November 2013 - Present
New York City Department of Education  October 2008 - November 2013
JPMorgan Chase  1980 - 2008
First Bankers Trust Company  1978 - March 1980
BofA Merrill Lynch   1976 - 1978
ISO  1974 - 1976
Western Electric  June 1973 - June 1974

Skills
Business Analysis, COBOL, Mainframe, Visual Basic, PMP, Oracle, Access, Lotus Notes, LotusScript

Education
Rutgers University-New Brunswick   1972 — 1973
M.S., Bio-Medical Engineering

New York Institute of Technology   1969 — 1972
B.S., Electrical Engineering

Reggie Hayes Reggie Hayes Greater New York City Area Details
Reggie Hayes's BofA Merrill Lynch Experience June 2009 - Present
Job Vice President, BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   June 2009 - Present
Merrill Lynch  February 2006 - February 2008

Education
Indiana University Bloomington   2000 — 2005
BA, MBA, Accounting, Finance

Giles Dunn Giles Dunn Houston, Texas Area Details
Giles Dunn's BofA Merrill Lynch Experience February 2015 - Present
Job Director at BofA Merrill Lynch
Industry Oil & Energy
Experience
BofA Merrill Lynch   February 2015 - Present
BofA Merrill Lynch   February 2012 - February 2015
BofA Merrill Lynch   February 2011 - February 2012
Standard Chartered Bank  May 2008 - February 2011
Poten & Partners  August 2006 - April 2008
Royal Dutch Shell  June 2005 - October 2005

Skills
Natural Gas, Energy, Petroleum, Project Finance, Valuation, Financial Modeling, Energy Industry, Corporate Finance, Gas, Due Diligence, Commodity, Economics, Investment Banking, Mergers, Private Equity, Financial Analysis, Trading, Commodity Markets, LNG, Equities

Education
Imperial College London   2002 — 2006
1st, Chemical Engineering

Worksop College

Paul Shaer Paul Shaer Greater Chicago Area Details
Paul Shaer's BofA Merrill Lynch Experience November 2007 - June 2008
Job Senior Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding  June 2015 - Present
Wintrust Financial Corporation  January 2010 - June 2015
BofA Merrill Lynch   November 2007 - June 2008
MB Financial Bank  May 2007 - August 2007

Skills
Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Loans, Credit, Banking, Financial Modeling, Underwriting, Credit Risk, Investments

Education
DePaul University   2005 — 2009
B.S., Finance

Sushant Bhatia Sushant Bhatia Greater New York City Area Details
Sushant Bhatia's BofA Merrill Lynch Experience July 2015 - Present
Job VP EM LatAm Credit Trading
Industry Financial Services
Experience
BofA Merrill Lynch   July 2015 - Present
BofA Merrill Lynch   March 2012 - July 2015
BofA Merrill Lynch   May 2008 - March 2012
UBS Investment Bank  May 2006 - May 2008
AT&T Corp.   May 2004 - May 2006

Skills
Fixed Income, Treasury Management, Structured Finance, Capital Markets, Structured Products, Emerging Markets, Credit Derivatives, Trading, Bloomberg

Education
Rutgers University-New Brunswick
Bachelor of Science, Computer Engineering

Nezam Bagherzade Nezam Bagherzade New York, New York Details
Nezam Bagherzade's BofA Merrill Lynch Experience September 2007 - March 2011
Job Civic Capital Advisors LLC
Industry Investment Management
Experience
Moore Capital Management  July 2012 - August 2012
GLG Partners  June 2012 - July 2012
BofA Merrill Lynch   September 2007 - March 2011

Skills
Financial Modeling, Private Equity, Equities, Special Situations, Management Consulting, Valuation, Business Strategy, Hedge Funds, Strategy, LBO, Corporate Finance, Investment Management, Capital Markets

Education
Harvard Business School   2011 — 2013
Master of Business Administration (MBA)

University of Oxford   2004 — 2007
Bachelor of Arts (B.A.)

Westminster School   1999 — 2004

Omer Corluhan Omer Corluhan Greater New York City Area Details
Omer Corluhan's BofA Merrill Lynch Experience July 2008 - June 2015
Job Head of Electronic Trading at Yapı Kredi Yatırım Menkul Değerler A.Ş.
Industry Investment Banking
Experience
Yapı Kredi Yatırım Menkul Değerler A.Ş.   August 2015 - Present
BofA Merrill Lynch   July 2008 - June 2015
Merrill Lynch  June 2007 - August 2007
Citigroup  June 2006 - July 2006
JP Morgan Chase  June 2005 - July 2005

Skills
Emerging Markets, Corporate Finance, Trading, Economics, Capital Markets, Bloomberg, Fixed Income, Private Equity, Valuation, Series 7, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Investment Banking, Financial Modeling, Alternative Investments, Equity Research, Options, Securities, Structured Products, Equity Derivatives

Education
Columbia Business School   2011 — 2013
Executive MBA

Swarthmore College   2004 — 2008
BS and BA, Engineering and Economics

Tanya Johnson-Barnett Tanya Johnson-Barnett New York, New York Details
Tanya Johnson-Barnett's BofA Merrill Lynch Experience October 1995 - July 1997
Job Financial Services
Industry Financial Services
Experience
Bank of America  June 2011 - Present
Counterpointe Capital Partners   April 2010 - June 2010
Bank of America Merrill Lynch  September 2002 - March 2009
UBS  July 1997 - December 2000
BofA Merrill Lynch   October 1995 - July 1997

Skills
Portfolio Management, Financial Services, Fixed Income, Risk Management, Series 7, Valuation, Loans

Education
New York University   1988 — 1992
BA

Kenneth Parlin Kenneth Parlin Greater New York City Area Details
Kenneth Parlin's BofA Merrill Lynch Experience January 1999 - June 2003
Job Private Banker at JPMorgan
Industry Financial Services
Experience
JPMorgan  December 2011 - Present
Silver Bay YMCA of the Adirondacks  2010 - Present
Parlin Investments LLC   July 2003 - December 2011
BofA Merrill Lynch   January 1999 - June 2003
JP Morgan  1985 - 1999

Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Derivatives, Private Equity, Capital Markets, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Corporate Finance

Education
Stanford University Graduate School of Business   1983 — 1985
MBA

Hamilton College   1977 — 1981
B.A.

Chris Pernoud Chris Pernoud Houston, Texas Area Details
Chris Pernoud's BofA Merrill Lynch Experience 2002 - 2010
Job Director, Trading
Industry Oil & Energy
Experience
Texon  December 2009 - Present
BofA Merrill Lynch   2002 - 2010
BofA Merrill Lynch   2002 - 2010
Enron Energy Services  January 2001 - May 2002

Skills
Analysis, Commodity, Commodity Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Risk, Fixed Income, Microsoft SQL Server, Natural Gas, Options, Structured Products, Swaps, Trading

Education
Jones Graduate School of Business, Rice University   2000 — 2002
MBA, Finance/ Entrepreneurship

Cornell University   1994 — 1998
BS, Engineering

Paul Yun Paul Yun New York, New York Details
Paul Yun's BofA Merrill Lynch Experience July 2009 - June 2011
Job Assistant Vice President at GIC Special Investments
Industry Venture Capital & Private Equity
Experience
GIC Special Investments  July 2015 - Present
Harvard Business School  August 2013 - May 2015
Madison Dearborn Partners  July 2011 - August 2013
BofA Merrill Lynch   July 2009 - June 2011

Skills
Private Equity, LBO, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Development, M&A experience, Leveraged Finance, Capital Markets, Corporate Finance, Venture Capital, Alternative Investments, Hedge Funds, DCF, Equities, Mergers & Acquisitions, Financial Analysis

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Stanford University   2005 — 2009
B.A., Political Science

Nancy Kennan Nancy Kennan Greater New York City Area Details
Nancy Kennan's BofA Merrill Lynch Experience 2010 - Present
Job Financial Services Transaction Management
Industry Financial Services
Experience
BofA Merrill Lynch   2010 - Present
Merrill Lynch  1991 - 2009
Merrill Lynch  1987 - 1991
General Motors  1986 - 1986
Merrill Lynch  1983 - 1985
IBM  1981 - 1982

Skills
Corporate Finance, Due Diligence, Capital Markets, Structured Finance, Restructuring, Bonds, Analysis, Leadership, Accounting, Treasury

Education
Harvard Business School   1985 — 1987
MBA, Business, Finance

Princeton University   1980 — 1983
A.B., Economics, Math

Aziz AlRajhi Aziz AlRajhi Boston, Massachusetts Details
Aziz AlRajhi's BofA Merrill Lynch Experience June 2009 - July 2009
Job Student at Northeastern University
Industry Financial Services
Experience
Northeastern University  2009 - Present
Barclays Wealth  January 2011 - May 2011
Barclays  2011 - 2011
BofA Merrill Lynch   June 2009 - July 2009

Education
Northeastern University   2009 — 2012

Narasimha Gudipaty, PMP Narasimha Gudipaty, PMP Houston, Texas Area Details
Narasimha Gudipaty, PMP's BofA Merrill Lynch Experience 2011 - 2011
Job IT ERP Project Manager at Ventech Engineers International LLC
Industry Information Technology and Services
Experience
Ventech Engineers International LLC  November 2014 - Present
SunGard Financial Systems  September 2013 - October 2014
TransCanada  2011 - January 2012
BofA Merrill Lynch   2011 - 2011
TechPeople.US Consulting   2011 - 2011
BP  2008 - 2010
TransCanada  2005 - 2008

Skills
Project Management, Program Management, Management Consulting, SAP, Change Management, Business Analysis, Risk Management, Process Improvement, SharePoint, Requirements Analysis, Strategic Planning, Integration, SOA, Visio, Analysis, ITIL, Disaster Recovery, Software Documentation, Business Process, SDLC, IT Strategy, PMO, Consulting, Vendor Management, Software Development, Business Intelligence, Business Process..., Software Project..., Project Planning, Enterprise Architecture, PMP, Data Migration, Management

Education
Christ Nagar,Arya Central,Mar Ivanios
Bachelor of Technology, Electronics & Commn. Engg.

College of Engineering, Trivandrum
Bachelor of Technology, Electronics and Communication Engg.

Samuel Whitney Samuel Whitney Greater New York City Area Details
Samuel Whitney's BofA Merrill Lynch Experience May 2008 - February 2010
Job at
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company   August 2010 - Present
BofA Merrill Lynch   May 2008 - February 2010

Education
Fordham University   2006 — 2010
B.S., Finance

Levi Bronchtain Levi Bronchtain Greater New York City Area Details
Levi Bronchtain's BofA Merrill Lynch Experience January 2011 - May 2011
Job Account Manager at LM International
Industry Investment Management
Experience
LM Wireless   May 2011 - Present
BofA Merrill Lynch   January 2011 - May 2011

Skills
Bloomberg, Financial Analysis, Excel, PowerPoint, Word, Valuation

Education
Pace University - Lubin School of Business   2009 — 2011
MBA, Financial Management

Sebastian Quadrat Sebastian Quadrat San Francisco Bay Area Details
Sebastian Quadrat's BofA Merrill Lynch Experience May 2015 - Present
Job Technology Investment Banker at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   May 2015 - Present
Deutsche Bank  July 2014 - May 2015
Yale University  August 2012 - May 2014
Yale School of Management  January 2014 - April 2014
UBS Investment Bank  June 2013 - August 2013
Amundi Asset Management  March 2012 - June 2012
Crédit Lyonnais Securities Asia (CLSA)   December 2007 - November 2011

Skills
Economics, Finance, Financial Analysis, Financial Modeling, Japanese, Financial Services, Equities, Equity Research, Investment Strategies, Valuation, Bloomberg, Investment Banking, Banking, Investments, Emerging Markets, Capital Markets, Corporate Finance, Venture Capital, Project Management, Competitive Analysis, Due Diligence, Market Analysis, Portfolio Management, Asset Management

Education
Yale University   2012 — 2014
Master of Business Administration (M.B.A.), Finance

Yale University   2012 — 2014
Graduate Certificate of Concentration in Development Studies

Middlebury College   2006 — 2006
Japanese Language

University of Florida   2003 — 2006
Bachelor’s Degree, Marketing

International Baccalaureate   1999 — 2003
IB Diploma, IB & AP Curriculum

Anu Ratan Anu Ratan Greater Philadelphia Area Details
Anu Ratan's BofA Merrill Lynch Experience February 2010 - Present
Job VP BankOfAmerica/Merrill Lynch
Industry Information Technology and Services
Experience
BofA Merrill Lynch   February 2010 - Present
NAVTEQ  December 2009 - February 2010
NJM Insurance Group  July 2005 - March 2008
NJM Insurance   2005 - 2008
Instinet Corporation  February 2000 - July 2005
Instinet Group LLC  2000 - 2005

Skills
Quality Assurance, Project Planning, Testing, Test Planning, SDLC, Agile Methodologies, Team Leadership, User Acceptance Testing

Education
Delhi University   1992 — 1997
Masters, English

National Institute of Information Technology   1992 — 1996
computer science

Katherine Carrington Katherine Carrington New York, New York Details
Katherine Carrington's BofA Merrill Lynch Experience July 2011 - June 2013
Job Associate at Lightyear Capital
Industry Financial Services
Experience
Lightyear Capital  July 2013 - Present
BofA Merrill Lynch   July 2011 - June 2013
Aquiline Capital Partners  June 2010 - May 2011
Aquiline Holdings LLC   2010 - 2011

Skills
Financial Modeling, Private Equity, Valuation

Education
Columbia College   2007 — 2011
BA, Economics

Guillaume Perrin Guillaume Perrin Montreal, Canada Area Details
Guillaume Perrin's BofA Merrill Lynch Experience July 2015 - Present
Job Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   July 2015 - Present
BofA Merrill Lynch   June 2012 - Present
BofA Merrill Lynch   May 2011 - August 2011
Banque Bemo sal   June 2010 - July 2010
McGill University  April 2010 - June 2010

Skills
Financial Modeling, Finance, Financial Analysis, Interpersonal Skill, Microsoft Word, Corporate Finance, Microsoft Excel, Investment Banking

Education
McGill University   2009 — 2012
Bachelor’s Degree

University of Pennsylvania - The Wharton School   2010 — 2010
Exchange

Lycée Saint-Louis   2007 — 2009
CPGE, Physics, Mathematics, Chemistry

Lycée français Charles de Gaulle   2005 — 2007
French Baccalaureate, Sciences

Johnathan Joyce Johnathan Joyce Greater Chicago Area Details
Johnathan Joyce's BofA Merrill Lynch Experience May 2011 - March 2013
Job Financial Advisor at PNC
Industry Management Consulting
Experience
PNC Financial Services/Bank   March 2013 - Present
BofA Merrill Lynch   May 2011 - March 2013
Houlihan Smith & Company, Inc.   October 2009 - May 2010
Trendphonics, LLC   April 2006 - December 2009
Capital Fitness  May 2007 - August 2009
Washington Mutual, Inc.   July 2006 - June 2007
Refco  March 2005 - March 2006
Lind-Waldock  September 2004 - March 2005
Lasalle Futures   March 2004 - September 2004
Bally Total Fitness  June 1996 - July 2003

Skills
Management, Operations Management, Leadership, Start-ups, Team Building, Risk Management, Sales, Coaching, Sales Management, Customer Service, Public Speaking, New Business Development, Marketing, Marketing Strategy, Microsoft Excel, Negotiation

Education
Loyola University Chicago   1984 — 1989
Bachelor of Science, Biology, Chemistry

Woodstock High School

Vineet Ahluwalia Vineet Ahluwalia San Francisco Bay Area Details
Vineet Ahluwalia's BofA Merrill Lynch Experience June 2011 - January 2013
Job Graduate student @ Stanford University
Industry Research
Experience
BofA Merrill Lynch   June 2011 - January 2013
BofA Merrill Lynch   June 2010 - August 2010

Education
Stanford University   2014 — 2016
Applied Mathematics, Institute for Computational and Mathematical Engineering (ICME)

University of Virginia   2009 — 2011
B.A, Mathematics

University of Virginia   2009 — 2011
B.S, Finance

Northern Virginia Community College   2007 — 2009
A.S, Business Administration/Mathematics

Bruce Gebhardt Bruce Gebhardt Greater New York City Area Details
Bruce Gebhardt's BofA Merrill Lynch Experience 1999 - 2001
Job Partner at Pathfinder Capital Advisors LLC
Industry Investment Banking
Experience
Pathfinder Capital Advisors LLC   January 2002 - Present
BofA Merrill Lynch   1999 - 2001
Merrill Lynch  March 1989 - April 1996
JP Morgan  1983 - 1988

Skills
Structuring, Capital Markets, Investment Banking, Project Finance, Tax-advantaged..., Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Renewable Energy, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Structured Finance, Structured Products, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Restructuring, Equities, Leveraged Finance, M&A experience, Corporate Development, IPO, LBO, Joint Ventures, Fixed Income, Securities, Asset Management, Investments, Portfolio Management, Investor Relations, Venture Capital

Education
Carnegie Mellon University   1982 — 1984
MBA

University of Pittsburgh   1976 — 1980
Bachelor of Science (BS), Chemical Engineering/Petroleum Engineering

Alexis Tosti Alexis Tosti Greater New York City Area Details
Alexis Tosti's BofA Merrill Lynch Experience July 2010 - April 2014
Job Corporate Development at Insmed
Industry Biotechnology
Experience
Insmed, Inc.   April 2014 - Present
BofA Merrill Lynch   July 2010 - April 2014
Celgene Corporation  October 2005 - August 2008
Health Strategies Group  September 2003 - October 2005

Education
The University of Chicago   2008 — 2010
MBA

Stanford University   1999 — 2003
BA, Human Biology, Economics

Harry Livingston Harry Livingston Greater Boston Area Details
Harry Livingston's BofA Merrill Lynch Experience January 2011 - May 2011
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  July 2013 - December 2014
Fidelity Investments  May 2011 - July 2013
BofA Merrill Lynch   January 2011 - May 2011
Stonehill College  September 2010 - May 2011
Fidelity Investments  June 2010 - August 2010

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2017
Master of Business Administration (MBA)

Stonehill College   2007 — 2011
Finance, Economics

John Cabot University   2009 — 2009
Finance, Economics

Portsmouth High School   2004 — 2007

Cindy Buril Cindy Buril Calgary, Canada Area Details
Cindy Buril's BofA Merrill Lynch Experience July 2007 - July 2010
Job Director at Leading Edge Projects
Industry Oil & Energy
Experience
Leading Edge Projects   November 2008 - Present
BofA Merrill Lynch   July 2007 - July 2010
Marathon Petroleum Company  February 2003 - July 2008

Skills
Energy, Commodity Markets, Petroleum, Risk Management, Logistics, Pipelines, Business Strategy, Oil, Commodity

Education
The University of Calgary   1998 — 2001
B. COMM, General

Dileep T Dileep T Dover, New Hampshire Details
Dileep T's BofA Merrill Lynch Experience March 2010 - March 2012
Job Senior Data Modeler
Industry Insurance
Experience
Express Scripts  April 2014 - December 2014
PepsiCo  October 2013 - February 2014
JPMorgan Chase  March 2013 - September 2013
The Great Atlantic & Pacific Tea Company  July 2012 - March 2013
BofA Merrill Lynch   March 2010 - March 2012

Skills
Data Warehousing, Oracle, PL/SQL, SQL, Microsoft SQL Server, Databases, Erwin, ER/Studio, Informatica, Dimensional Modeling, Database Modeling, Netezza, Oracle E-Business Suite, DB2, Sybase, SAP ERP, Mainframe, Data Modeling, Database Design, Requirements Gathering, Agile Methodologies, Systems Analysis, COBOL, Teradata, Teradata Data Warehouse, Trillium, Cognos, Business Objects

Education
University of Alabama in Huntsville
Masters, Computer Science

Bob Build Bob Build Greater Boston Area Details
Bob Build's BofA Merrill Lynch Experience May 2001 - Present
Job VP of Engineering at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   May 2001 - Present

Education
MIT   1997 — 2001
Computer Science, Engineering

Fredric Berger Fredric Berger Greater Los Angeles Area Details
Fredric Berger's BofA Merrill Lynch Experience 1984 - 1999
Job Senior Medical Billing Fraud Investigator at State Compensation Insurance Fund
Industry Insurance
Experience
State Compensation Insurance Fund  July 2005 - Present
BofA Merrill Lynch   1984 - 1999

Skills
Workers Compensation, Claims Management, Claim Investigation, Underwriting, Claims Resolution

Education
New York University
B.A, Liberal Arts

University of Massachusetts, Amherst

Claudia Muindi Claudia Muindi Greater New York City Area Details
Claudia Muindi's BofA Merrill Lynch Experience August 2008 - Present
Job Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   August 2008 - Present
BlackRock  2003 - 2008

Education
Kean University

David Ridley-Lane David Ridley-Lane Greater New York City Area Details
David Ridley-Lane's BofA Merrill Lynch Experience 2009 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   2009 - Present
Bank of America Merrill Lynch  April 2008 - Present
Bear Stearns  August 2004 - April 2008
Grant's Interest Rate Observer   May 2003 - August 2004

Skills
Equity Research, Writing

Education
Columbia University in the City of New York   1999 — 2003
Bachelors of Arts, Economics

Anjali Lagoo Anjali Lagoo Greater New York City Area Details
Anjali Lagoo's BofA Merrill Lynch Experience March 2010 - October 2010
Job Medical Biller at Hinduja Global Solutions Inc
Industry Financial Services
Experience
Hinduja Global Solutions Inc  March 2012 - Present
BofA Merrill Lynch   March 2010 - October 2010
Bank of America  June 2008 - October 2010

Skills
ICD-9, ICD-10, CRTs, Medical Terminology, Medical Coding, Medical Billing, Hospital Medical Billing, Custom CMS Development, Meditech, Envisioning, ePremis, Claim, Healthcare Industry, Filing, Customer Service, Documentation, Hospitals, Medicare, HIPAA, Management, Invoicing, Accounts Receivable, Data Entry, Health Insurance, Healthcare, Microsoft Word, Outlook, Insurance

Education
Kaplan University -Florida   2011 — 2012
Diploma, Medical Insurance Coding Specialist/Coder

Maryville University of Saint Louis   2004 — 2006
Bachelor's degree, Information Technology

Jack Deroche Jack Deroche Barrington, Illinois Details
Jack Deroche's BofA Merrill Lynch Experience November 2011 - January 2012
Job Financial Analyst at JPower USA
Industry Financial Services
Experience
BofA Merrill Lynch   November 2011 - January 2012
The Private Bank And Trust Company  June 2011 - August 2011
Chicago Board Options Exchange--CBOE  June 2010 - August 2010

Skills
Portfolio Management, Management, Credit, Financial Modeling, Microsoft Excel, Access, PowerPoint, Analysis, Corporate Finance, Microsoft Office, Investments, Microsoft Word, Finance, Capital IQ, Financial Analysis, Bloomberg, Risk Management, Valuation

Education
University of Denver - Daniels College of Business   2008 — 2012
BSBA, Finance, General, Senior

Barrington High School   2004 — 2008

Jean-Marc Lietard Jean-Marc Lietard San Francisco, California Details
Jean-Marc Lietard's BofA Merrill Lynch Experience August 2012 - July 2014
Job Corporate Development at eBay Inc
Industry Internet
Experience
eBay Inc  July 2014 - Present
BofA Merrill Lynch   August 2012 - July 2014
BofA Merrill Lynch   June 2011 - August 2011
FTI Consulting  July 2008 - July 2010
The World Bank  August 2007 - September 2007

Education
The University of Chicago - Booth School of Business   2010 — 2012
Master of Business Administration (MBA), Finance, Accounting and Entrepreneurship, Honors

University of California, Los Angeles   2004 — 2008
Bachelor of Science (B.S.), Mechanical Engineering, Cum Laude

Alan Brodsky Alan Brodsky Greater New York City Area Details
Alan Brodsky's BofA Merrill Lynch Experience 1997 - Present
Job Institutional Equity Sales Trader at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   1997 - Present

Skills
Series 7, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Electronic Trading, Securities, Capital Markets, Trading

Education
Drexel University - College of Business and Administration   1990 — 1993
Master of Business Administration (M.B.A.), Finance, General

Rutgers, The State University of New Jersey-New Brunswick   1984 — 1988
Bachelor of Arts (B.A.), Economics / Political Science

Stephen Bernardi Stephen Bernardi Bloomfield Hills, Michigan Details
Stephen Bernardi's BofA Merrill Lynch Experience May 2009 - Present
Job Resident Manager at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   May 2009 - Present
Chase  December 2005 - May 2009

Skills
Series 24, Series 7, Series 63, Life and Health..., Uniform Combined State..., Wealth Management, Mutual Funds, Banking

Education
Central Michigan University   1991 — 1996
Bachelor of Science (B.S.), Finance, General

Scott Weisenfeld Scott Weisenfeld New York, New York Details
Scott Weisenfeld's BofA Merrill Lynch Experience
Job Financial Advisor at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch  

Skills
Series 7

Education
The Johns Hopkins University
Bachelor's degree, Political Science and Government

Kenneth Cook Kenneth Cook Greater New York City Area Details
Kenneth Cook's BofA Merrill Lynch Experience April 1997 - July 2012
Job IT Professional
Industry Information Technology and Services
Experience
Princeton Information  March 2013 - Present
BofA Merrill Lynch   April 1997 - July 2012
Trecom Business Systems Inc.   April 1995 - April 1997

Skills
DB2, Software Development, VSAM, COBOL, CICS, SQL, Databases, Database Design, Testing, JCL, Quality Assurance, FTP, Endeavor, SPUFI, Quality Center, ClearQuest, Microsoft Office, ICETOOL, TSO/ISPF, OS/MVS, ENDEVOR, BMC Tools/Utilities, Windows 7, VBDemo, Requirements Analysis, Integration, SDLC, Business Analysis, Vendor Management, Software Project..., IT Strategy

Education
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Information and System Sciences

Ocean County College
Associate of Arts (AA), Computer Science

Mara Levitt Mara Levitt Greater Atlanta Area Details
Mara Levitt's BofA Merrill Lynch Experience August 2009 - August 2014
Job Retired Senior Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   August 2009 - August 2014

Skills
Portfolio Management, Capital Markets, Asset Managment, Mutual Funds, Securities, Investment Banking, Hedge Funds, Banking, Derivatives, Financial Modeling, Wealth Management, Private Equity, Equities, Investments, Trading, Financial Advisory, Asset Management, Series 7, Fixed Income, Financial Structuring

Education
University of Central Florida   1973 — 1974
Master's degree, Counseling Psychology

SUNY at Buffalo   1966 — 1970
Bachelor of Arts (B.A.), History

Lennox Ketner Lennox Ketner New York, New York Details
Lennox Ketner's BofA Merrill Lynch Experience July 2008 - July 2013
Job Vice President at Paulson & Co.
Industry Investment Management
Experience
Paulson & Co.   July 2015 - Present
Millennium Partners  July 2013 - December 2014
BofA Merrill Lynch   July 2008 - July 2013
Lehman Brothers  March 2006 - July 2008

Skills
Financial Modeling, Portfolio Management, Equities, Valuation, Banking, Financial Analysis, Equity Research, Analysis, Investments, Corporate Finance, Analytics

Education
New York University School of Law   2001 — 2004
Doctor of Law (J.D.), J.D.

Stanford University   1995 — 1999
Bachelor of Arts (B.A.), Public Policy

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