BofA Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
BofA Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BofA Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BofA Merrill Lynch Employees
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
Engineerâs Degree, Finance, Graduated
Arizona State University 1968 — 1972
Engineerâs Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance
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.
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
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
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
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
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
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
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
BMO Capital Markets October 2012 - Present
BofA Merrill Lynch 2007 - 2012
Deutsche Bank 1998 - 2007
Education
Boston College
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
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
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
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.)
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
Bank of America Managing DirectorRBC Capital Markets2011 - Present
BofA Merrill Lynch 1993 - Present
Skills
Capital Markets
Education
Middlebury College 1985 — 1989
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
BofA Merrill Lynch 2007 - Present
Deloitte Consulting 2002 - 2007
Education
Columbia University - Columbia Business School
MBA
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
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
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
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
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
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
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
BofA Merrill Lynch June 2009 - Present
Merrill Lynch February 2006 - February 2008
Education
Indiana University Bloomington 2000 — 2005
BA, MBA, Accounting, Finance
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
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
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
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
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
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
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.
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
BofA Merrill Lynch May 2001 - Present
Education
MIT 1997 — 2001
Computer Science, Engineering
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
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
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
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
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
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
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
BofA Merrill Lynch
Skills
Series 7
Education
The Johns Hopkins University
Bachelor's degree, Political Science and Government
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
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
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