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
Nancy Matta, CFP(R), CIMA(R) Nancy Matta, CFP(R), CIMA(R) Greater New York City Area Details
Nancy Matta, CFP(R), CIMA(R)'s BofA Merrill Lynch Experience April 1980 - February 2009
Job Senior Vice PresidentWealth Management at UBS Financial Services,Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   February 2009 - Present
BofA Merrill Lynch   April 1980 - February 2009

Education
University of Pennsylvania - The Wharton School   2002 — 2003
CIMA, Certified Investment Management Analyst

Marcus Henderson Marcus Henderson Fort Myers, Florida Details
Marcus Henderson's BofA Merrill Lynch Experience September 2010 - January 2011
Job Investment Associate at Investors' Security Trust
Industry Investment Management
Experience
Investors' Security Trust   August 2014 - Present
Merrill Edge  June 2013 - July 2014
Merrill Lynch  May 2011 - June 2013
BofA Merrill Lynch   September 2010 - January 2011
Suncoast Beverage Sales Ltd.   May 2009 - August 2009
DRMP  May 2007 - August 2007

Skills
Investments, Series 7, Wealth Management, Investment Strategies

Education
University of Florida   2006 — 2010
BS, Economics

Fort Myers Senior High School   2002 — 2006

Jonathan deLaureal Jonathan deLaureal Baton Rouge, Louisiana Details
Jonathan deLaureal's BofA Merrill Lynch Experience July 2009 - September 2011
Job Senior Associate at Bernhard Capital Partners
Industry Investment Management
Experience
Bernhard Capital Partners   August 2013 - Present
Lightyear Capital  September 2011 - August 2013
BofA Merrill Lynch   July 2009 - September 2011
Merrill Lynch  May 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Financial Accounting, Valuation, Data Analysis, Private Equity, Investment Banking, Financial Services, Capital Markets, Debt & Equity Financing, Strategic Financial..., Business Strategy, Insurance Brokerage, Presentations, Alternative Investments, Corporate Finance, Capital IQ, Investments, LBO

Education
University of Georgia - Terry College of Business   2005 — 2009
BBA, Finance

Isidore Newman School   1998 — 2005

Donny Asbell, CPA Donny Asbell, CPA Dallas/Fort Worth Area Details
Donny Asbell, CPA's BofA Merrill Lynch Experience January 2009 - May 2009
Job Senior Tax Associate Transaction Tax Systems at KPMG US
Industry Information Technology and Services
Experience
KPMG US  July 2014 - Present
Kelly S. Mathews LLC  August 2012 - June 2014
Protiviti  April 2012 - September 2012
Kelly S. Mathews LLC  August 2011 - April 2012
Protiviti  June 2011 - August 2011
Grant Thornton LLP  February 2011 - April 2011
Kelly S Mathews LLC  June 2010 - February 2011
International Paint  June 2009 - August 2009
BofA Merrill Lynch   January 2009 - May 2009

Skills
Accounting, Financial Reporting, Account Reconciliation, Auditing, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, QuickBooks, Internal Controls, Financial Accounting, PowerPoint, Internal Audit, Microsoft Office, Access, Business Analysis, Budgets, State Tax, Sarbanes-Oxley, Transaction Tax, Motor Fuels Tax, Zytax, Project Management

Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting

University of Houston, C.T. Bauer College of Business
Master of Science in Accountancy, Risk Management

Irina Cole, MBA Irina Cole, MBA West Palm Beach, Florida Area Details
Irina Cole, MBA's BofA Merrill Lynch Experience January 2007 - July 2009
Job Budget Analyst
Industry Hospital & Health Care
Experience
Jupiter Medical Center  May 2014 - Present
Ocwen Financial Corporation  2012 - May 2014
PSS  July 2011 - June 2012
Merrill Lynch  July 2009 - July 2011
BofA Merrill Lynch   January 2007 - July 2009

Skills
Certified Green Belt, Financial Accounting, Financial Reporting, Data Analysis, Six Sigma, Access, Analysis, Analytics, Forecasting, Management, Budgets

Education
University of North Florida - College of Business Administration   2008 — 2010
MBA, General Business

Ann E. Studer-Doyle Ann E. Studer-Doyle Sarasota, Florida Details
Ann E. Studer-Doyle's BofA Merrill Lynch Experience October 2011 - Present
Job CRPC® , Financial Solutions Advisor, VicePresident at Bank of America Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   October 2011 - Present
Bank of America Merrill Lynch  April 2009 - Present
Bank of America  April 2009 - February 2011
Dunescapes Inc.   January 2001 - December 2009

Skills
Uniform Combined State..., Investments, Series 7, Series 63, Series 66, CRPC®, Wealth Management..., Wealth Management, Asset Allocation, ETFs, Mutual Funds, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Retirement, Financial Advisory, IRAs, 401k Rollovers, Series 65

Education
University of South Florida   1978 — 1982
Bachelor's degree, Political Science and Government

Florida State College at Jacksonville   2007 — 2009
Completed CFP® Educational Requirement, Financial Planning and Services

University of South Florida   1978 — 1982
Bachelor's degree, Political Science and Government

Andryk Guerrero Andryk Guerrero New York, New York Details
Andryk Guerrero's BofA Merrill Lynch Experience February 2011 - May 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2013 - Present
University of Miami School of Business  2009 - Present
Bank of America Merrill Lynch  2012 - 2012
Morgan Stanley Smith Barney  June 2011 - August 2011
BofA Merrill Lynch   February 2011 - May 2011

Education
University of Miami   2009 — 2013
Bachelor of Business Administration, Program; Finance and Accounting

Bernard J. Weis Bernard J. Weis Greater New York City Area Details
Bernard J. Weis's BofA Merrill Lynch Experience 1996 - 2000
Job Managing Principal at Norfolk Markets
Industry Investment Management
Experience
Norfolk Markets  February 2010 - Present
Field Street Capital Management LLC  June 2009 - December 2009
Element Capital Management  July 2007 - June 2009
Archeus Capital Management, LLC   2004 - 2005
Catequil Asset Management   2000 - 2002
BofA Merrill Lynch   1996 - 2000
J.P. Morgan   1992 - 1996

Skills
Private Placements, Fixed Income, Hedge Funds, Options, Hedging, Commodities, Currency, Proprietary Trading, Volatility, Relative Value, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, FX, Investments, Bloomberg, Financial Modeling, Bonds, Financial Markets, Capital Markets, Series 7, Asset Allocation, Economics, Alternative Investments, Global Macro, Interest Rate..., Investment Banking, Financial Risk, Market Risk, Credit Derivatives, Investment Management, Technical Analysis, Swaps, Investment Strategies, Series 63, Portfolio Optimization, Investment Advisory, Rates, Equities, Financial Structuring, Structured Products, FINRA, Foreign Exchange

Education
University of Notre Dame   1987 — 1992
BA, Economics with a Concentration in Finance

University of Notre Dame, College of Arts and Letters   1987 — 1992
Bachelor of Arts (B.A.), Economics

Dennis Barrett Dennis Barrett Greater New York City Area Details
Dennis Barrett's BofA Merrill Lynch Experience October 2009 - November 2010
Job Senior Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting  April 2015 - Present
FTI Consulting  April 2014 - March 2015
FTI Consulting  July 2012 - March 2014
BofA Merrill Lynch   October 2009 - November 2010
Sidoti & Company, LLC   2007 - 2009

Skills
Equity Research, Valuation, Financial Modeling, Equities, Bloomberg, Capital Markets, Equity Valuation, Series 7, Series 63, Financial Analysis, Business Valuation, Private Equity, Investment Banking, Securities, Investments, Fixed Income, FINRA, Corporate Finance, Series 87, Series 86, Finance, Due Diligence, Leveraged Finance, Restructuring, Debt Restructuring, Bankruptcy, Chapter 11

Education
University of Notre Dame - Mendoza College of Business   2011 — 2012
MBA, Finance

Marguerite Ferguson Marguerite Ferguson Jacksonville, Florida Details
Marguerite Ferguson's BofA Merrill Lynch Experience January 2014 - August 2015
Job Merrill Edge
Industry Financial Services
Experience
Merrill Lynch  August 2015 - Present
BofA Merrill Lynch   January 2014 - August 2015
Merrill Edge  January 2013 - January 2014
Merrill Edge  November 2011 - January 2013
Duval County Public Schools  September 2007 - November 2011
Merrill Lynch  December 2003 - August 2007

Skills
Series 7, Series 66, English-Spanish

Education
Middlesex School

University of Pennsylvania
Bachelor of Arts (B.A.), History

Christopher Santini Christopher Santini Jacksonville, Florida Area Details
Christopher Santini's BofA Merrill Lynch Experience July 2012 - July 2013
Job Experienced sales/consulting professional with 10 years of experience in telecommunications.
Industry Financial Services
Experience
BofA Merrill Lynch   July 2012 - July 2013
Edward Jones  September 2011 - June 2012
ITT Systems  February 2010 - October 2010
Circuit City  October 2006 - March 2009
Army National Guard  January 2006 - January 2009
US Army  November 2000 - February 2006

Skills
Security, Risk Management, Military, Strategic Financial..., Analysis, Financial Analysis, Telecommunications, Information Technology, Training, Customer Service, Team Leadership, Team Building, Leadership, Security Clearance, Operations Management, Process Improvement, Government, Strategic Planning, Networking, Negotiation, Risk Assessment, Program Management, Project Planning

Education
Fiber Optic Association   2011 — 2011
Certified Fiber Optic Technician- CFOT, Certification

University of North Carolina at Pembroke   2006 — 2009
Bachelor's of Science in Business Administration, Finance

NC school of Telecommunications   2004 — 2004
Telecommunications

US Army Signal Regiment –Fort Gordon   2001 — 2001
Outside/Inside Cable Plant Installation/Maintenance

Liding (Sally) Sha Liding (Sally) Sha Greater New York City Area Details
Liding (Sally) Sha's BofA Merrill Lynch Experience July 2008 - December 2011
Job
Industry Investment Banking
Experience
EuroConsult International Mergers & Acquisitions   January 2012 - Present
BofA Merrill Lynch   July 2008 - December 2011
IBM Global Services  June 2004 - June 2006

Skills
Investment Banking, Valuation, Corporate Finance, Mergers, Due Diligence, Equities, Debt, IPO, LBO, Financial Modeling, Private Placements, Capital Markets, Leveraged Finance, Financial Analysis, Strategy, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2008
MBA

Aaron Peyton Aaron Peyton Greater New York City Area Details
Aaron Peyton's BofA Merrill Lynch Experience July 2000 - February 2011
Job Employee
Industry Banking
Experience
Investment Bank  May 2011 - Present
BofA Merrill Lynch   July 2000 - February 2011
Delphi Automotive Systems  July 1995 - July 1998

Education
New York University - Leonard N. Stern School of Business   1998 — 2000

University of Pittsburgh   1991 — 1995
BS, Mechanical Engineering

Chris Shoemaker Chris Shoemaker Greater New York City Area Details
Chris Shoemaker's BofA Merrill Lynch Experience 2010 - Present
Job Managing Director, BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   2010 - Present
CHERRYPHARM, Inc.   2006 - 2009
Rhone Group LLC   2000 - 2005
Merrill Lynch & Co.   1997 - 2000

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA

University of Pennsylvania - The Wharton School   1987 — 1991
BS in Economics

Britta Christenson Britta Christenson Houston, Texas Area Details
Britta Christenson's BofA Merrill Lynch Experience February 2011 - Present
Job Vice President, Middle Office at BofA Merrill Lynch
Industry Oil & Energy
Experience
BofA Merrill Lynch   February 2011 - Present
BP  October 2009 - February 2011
BP NAGP   October 2004 - October 2009
ONEOK  October 2002 - October 2004
Williams Company  October 2000 - August 2002
Koch Industries  June 1998 - October 2000

Skills
Trading, Petroleum, Process Improvement, Valuation, Energy Markets, Analysis, Project Management, Commodity Markets, Change Management, Finance, Strategic Planning, Management, Oil/Gas, Natural Gas, Middle Office, Energy, Gas, Risk Management, Commodity, Energy Industry, Hedging, Upstream

Education
University of Oklahoma - Price College of Business   1994 — 1998
Bachelor of Accountancy

Clayton Pfannenstiel, CFA Clayton Pfannenstiel, CFA Boston, Massachusetts Details
Clayton Pfannenstiel, CFA's BofA Merrill Lynch Experience July 2009 - September 2011
Job Associate Research Analyst
Industry Financial Services
Experience
Sirios Capital Management  November 2012 - Present
Credit Suisse  October 2011 - October 2012
BofA Merrill Lynch   July 2009 - September 2011
Banc of America Securities  June 2008 - August 2008
School for International Training  August 2007 - December 2007

Skills
Equity Research, Financial Modeling, Valuation, Economics, Research, Factset, Bloomberg, Equities, Equity Valuation, Hedge Funds

Education
University of North Carolina at Chapel Hill   2005 — 2009
BA, Economics, Arabic

Francesca Parini Francesca Parini San Francisco Bay Area Details
Francesca Parini's BofA Merrill Lynch Experience June 2010 - August 2010
Job Associate at Crosslink Capital
Industry Financial Services
Experience
Crosslink Capital  May 2014 - Present
Relational Investors LLC  January 2011 - January 2013
BofA Merrill Lynch   June 2010 - August 2010
Merrill Lynch  September 2008 - December 2008
Oto Bailey Fukumoto Mishima Inc.   July 2007 - August 2007
Ghirardelli Chocolate Company  July 2005 - August 2005

Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investments, DCF, Leadership, LBO, Management, Accounting, IPO, Microsoft Excel, Equity Research, Due Diligence, Finance, Financial Analysis

Education
University of Southern California   2006 — 2010
B.Sc., Business Administration

University of Southern California - Marshall School of Business   2006 — 2010
Business Administration, Finance

Steven Cymerman Steven Cymerman Greater Chicago Area Details
Steven Cymerman's BofA Merrill Lynch Experience June 2010 - August 2010
Job Private Equity Associate at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC  July 2013 - Present
Moelis & Company  July 2011 - June 2013
BofA Merrill Lynch   June 2010 - August 2010

Skills
Mergers & Acquisitions, LBO, Valuation, Financial Modeling, Restructuring, Due Diligence, M&A experience, Private Equity, Capital Markets, Corporate Development, Leveraged Finance, Investment Banking

Education
University of Pennsylvania - The Wharton School   2007 — 2011
BS, Finance and Accounting

Joseph Plyler Joseph Plyler Tampa/St. Petersburg, Florida Area Details
Joseph Plyler's BofA Merrill Lynch Experience September 2010 - Present
Job Finacial Advisor at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch   September 2010 - Present
Northwestern Mutual  March 2009 - September 2010
Merrill Lynch  July 2008 - February 2009
New Century Mortgage  2003 - 2007

Skills
Investments, Finance, Risk Management, Strategic Planning, Financial Planning, Series 7, Portfolio Management, Customer Service, Credit, Financial Analysis, Loans, Mortgage Lending, Retirement Planning, Strategic Financial..., Wealth Management

Education
University of Tampa - John H. Sykes College of Business   2002 — 2004
Bachelor of Science, Finance

University of Mississippi   1997 — 2001
Bachelor of Business Administration, Economics

HB Plant

Gary Crow Gary Crow Greater Pittsburgh Area Details
Gary Crow's BofA Merrill Lynch Experience June 2010 - December 2010
Job Business Consultant at Confluence
Industry Financial Services
Experience
Confluence  October 2012 - Present
BNY Mellon  August 2011 - October 2012
BofA Merrill Lynch   June 2010 - December 2010

Education
University of Pittsburgh   2007 — 2011
Finance, Economics Minor

Conestoga Valley

Whit McDowell Whit McDowell Charlotte, North Carolina Area Details
Whit McDowell's BofA Merrill Lynch Experience 1985 - Present
Job Managing Director at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   1985 - Present

Education
Wharton Business School   1976 — 1978
Master of Business Administration (M.B.A.), Finance, General

Wake Forest University   1971 — 1973
Bachelor of Business Administration (B.B.A.), Accounting

Jonathan Sockol Jonathan Sockol Greater Philadelphia Area Details
Jonathan Sockol's BofA Merrill Lynch Experience July 2010 - June 2012
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
DocPronto (Formerly LifeCycle)   August 2014 - Present
The Scholar Athlete Fund   June 2012 - Present
Wall St. Trivia   June 2008 - Present
Lindsay Goldberg  July 2012 - July 2014
BofA Merrill Lynch   July 2010 - June 2012
BofA Merrill Lynch   July 2009 - June 2010
Merrill Lynch  May 2008 - July 2008

Skills
Venture Capital, Strategy, Entrepreneurship, M&A experience, Emerging Markets, Alternative Investments, Business Strategy, Management Consulting, Financial Institutions, Start-ups, Strategic Planning, Portfolio Management, Leveraged Finance, Finance, Fixed Income, Analytics, Financial Structuring, Asset Management, Series 7, Marketing Strategy

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Wharton School   2005 — 2009
BS Economics, Finance, Legal Studies

Thomas S. Wootton High School   2001 — 2005

Benny Won Benny Won Salem, Oregon Details
Benny Won's BofA Merrill Lynch Experience February 2001 - September 2012
Job Senior Financial Advisor at Capstone Wealth Advisors, LLC
Industry Financial Services
Experience
BofA Merrill Lynch   February 2001 - September 2012
Oregon Department of Justice  September 1976 - June 2000

Skills
Financial Services, Investments, Investment Strategies, Retirement Planning, 401k Rollovers, Wealth Preservation..., Risk Management, Asset Allocation, Mutual Funds, Equities, Fixed Income

Education
University of Oregon School of Law   1973 — 1976
Doctor of Law (J.D.)

University of Oregon   1969 — 1973
Bachelor of Science (B.S.), Economics

Stan Menees Stan Menees Shalimar, Florida Details
Stan Menees's BofA Merrill Lynch Experience 1997 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
BofA Merrill Lynch   1997 - 2011

Education
University of Michigan   1953 — 1957
BBA, Business

Nathan McQuiston Nathan McQuiston Dallas/Fort Worth Area Details
Nathan McQuiston's BofA Merrill Lynch Experience November 2011 - July 2013
Job Investment Analyst
Industry Investment Management
Experience
Mesch McBride   March 2015 - Present
BofA Merrill Lynch   November 2011 - July 2013
Wells Fargo  April 2005 - October 2011

Skills
Chartered Financial..., Series 7, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Equities, Asset Allocation, Fixed Income, Strategic Financial..., Financial Analysis, Investment Strategies, Asset Management, Banking, Finance, Financial Services

Education
University of North Texas   1999 — 2004
Bachelor of Business Administration (BBA), Finance & Marketing

Kevin Brunner Kevin Brunner Greater New York City Area Details
Kevin Brunner's BofA Merrill Lynch Experience -PwC1993 - 1997
Job Managing Director, Global Mergers & Acquisitions at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch   -PwC1993 - 1997

Education
University of Michigan
Bachelor of Business Administration (BBA), Accounting

University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General

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