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
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BofA Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
BofA Merrill Lynch 1997 - 2011
Education
University of Michigan 1953 — 1957
BBA, Business
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
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