Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
McGladrey October 2015 - Present
McGladrey September 2014 - September 2015
Allstate March 2014 - September 2014
Allstate December 2012 - March 2014
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Accounting, Investments, Financial Modeling, Financial Reporting, Microsoft Word, Business Valuation, Wealth Management, Financial Services, Mutual Funds, Microsoft Office, Team Leadership, Pivot Tables, Variance Analysis, Strategic Communications, Ad Hoc Reporting, Graphing, SAP BW, Strategic Finance, Headcount Reporting, Income Statement, Business Objects, Benefit Cost Analysis
Education
Illinois State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Morgan Stanley November 2014 - Present
Shenzhen Weilan Times Advertising Company; Tongze Strategic Consulting May 2013 - October 2014
Bank of America Merrill Lynch July 2011 - April 2013
Wells Fargo & Company/ Wells Fargo Advisors February 2009 - January 2011
Merrill Lynch June 2006 - February 2009
Morgan Stanley March 2006 - June 2006
Skills
Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Project Management, Asset Managment, Investments, Relationship Management, Strategy, Start-ups, Market Research, Banking, Finance, Management, Business Development, Business Analysis, Business Strategy, Research, Strategic Planning, Wealth Management, New Business Development, Marketing, Retail Banking, Nonprofits, Series 7, Leadership, Mergers & Acquisitions, Customer Service, Business Planning, Management Consulting, Sales, Credit, Analysis, Public Relations, Trading, Cash Management, Mutual Funds, Public Speaking, Data Analysis, Program Management, Event Management, Financial Services, Alternative Investments, Strategic Communications, Financial Planning, Retirement Planning, Marketing Strategy, Coaching
Education
University of California, Davis 2001 — 2006
BA, International Economics (Developing Region); Classical Music; Managerial Economics
Imperial College London 2005 — 2005
Classical British Literature
IHT Wealth Management June 2014 - Present
Merrill Lynch May 2003 - June 2014
Skills
Investments, Financial Planning, Wealth Management, Securities, Investment Advisory, Asset Allocation, Portfolio Management, Financial Advisory, Retirement, Financial Services, Retirement Planning
Education
Illinois Wesleyan University
Bachelor's degree, Mathematics
Merrill Lynch August 2014 - Present
Charles Schwab May 2005 - August 2014
Fidelity Investments March 2004 - January 2005
Banc One Securities September 2003 - March 2004
TD March 2000 - August 2003
Skills
Estate Planning, Retirement Planning, Investments, New Business Development, Account Management, Forecasting, Tactical Sales Planning, Strategic Financial..., Certified Financial..., Pipeline Development, New Product Roll Out, Consultative Sales..., Business Development, Long-term Customer..., Sales Presentations, Presentation Development, Strategic Sales Plans, Client Retention..., Process Improvement, Superior Client Service, Investment Strategies, Insurance, Financial Reporting, Financial Regulation, Compliance, Legal Compliance, SEC filings, Federal Reserve, Credit Risk, Risk Reduction, Negotiation, Financial Planning
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management
Jump Trading LLC June 2015 - Present
SR Labs February 2014 - June 2015
Merrill Lynch June 2004 - November 2013
Amadeus April 2003 - September 2003
Skills
Statistical Arbitrage, Trading Systems, Trading Strategies, Perl, Proprietary Trading, Market Data, Low Latency, Unix, Electronic Trading, Agile Methodologies, Equities, Software Project...
Education
Imperial College London 2000 — 2004
MEng, Computing
PwC August 2013 - Present
Merrill Lynch 2011 - 2011
Skills
Strategy, Analysis, Banking, Financial Services, Management Consulting, Financial Advisory
Education
London School of Economics and Political Science 2011 — 2013
Bachelor of Science (BSc), Economic History
Illinois Wesleyan University 2009 — 2010
Economics, Development Studies
Merrill Lynch September 2005 - Present
Skills
Series 7, Wealth Management, Trading, Investments, Financial Modeling, Strategic Financial..., Investment Advisory, Financial Advisory, Estate Planning, Risk Management, Portfolio Management, Asset Managment, Equities, Alternative Investments, Business Development
Education
Thunderbird School of Global Management 1989 — 1990
MIM, International Finance
Indian Institute of Technology, Bombay 1983 — 1987
Bachelor of Technology (BTech), Civil Engineering
RIS 1980 — 1983
High School
SpaceX August 2015 - Present
Timet August 2007 - August 2015
TWI November 2004 - July 2007
Firth Rixson August 2004 - November 2004
Allvac April 2003 - June 2004
Clemson University December 2001 - March 2003
Loughborough University July 2000 - November 2001
Credit Suisse First Boston January 2000 - July 2000
Merrill Lynch January 1998 - July 1999
Skills
Materials, Aerospace, Metallurgy, Materials Science, Engineering, Manufacturing, Mechanical Testing, Titanium, Training, Project Management, Proposal Writing, Department Budgeting, R&D, Heat Treatment, Alloys, Characterization, Composites, Root Cause Analysis, Process Improvement, Management
Education
Imperial College London 1994 — 1997
Ph.D., Materials Science
Imperial College London 1993 — 1994
Master's degree, Materials Science
Queen Mary, U. of London 1990 — 1993
Bachelor of Engineering (B.Eng.), Materials Science
UMass Boston September 2015 - Present
CurrencyDoc December 2014 - September 2015
Massachusetts Institute of Technology (MIT) July 2014 - July 2015
CrikSense LLC March 2014 - January 2015
UIDAI, Government of India July 2013 - August 2013
Emo2 Inc. June 2013 - July 2013
Claro Energy July 2012 - August 2012
UBS AG October 2009 - July 2012
Merrill Lynch July 2007 - October 2009
UBS AG May 2006 - July 2006
Skills
Equity Derivatives, Arbitrage, Market Making, ETFs, Structured Products, Derivatives, Equities, Capital Markets, Emerging Markets, Volatility, Trading, Renewable Energy, Waste Management, Financial Modeling, Financial Services
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship
Indian Institute of Technology, Bombay 2003 — 2007
B. Tech., Computer Science
ION Trading January 2011 - Present
FFastFill December 2011 - Present
WTD Consulting, Inc. January 2007 - January 2011
Newedge 2007 - 2009
Merrill Lynch 2001 - 2007
ING 1997 - 2001
GMI Software Inc 1987 - 1997
Skills
Program Management, Strategy, Trading Systems, Derivatives, Back Office, Options, Equities, Commodity, FX Options, Trading, SDLC, Requirements Analysis, Financial Markets, Software Project..., SQL, Banking, Enterprise Architecture, Agile Methodologies, Technical Analysis, Business Analysis, Management, Consulting, Investment Banking, Financial Services, Capital Markets, Market Data, Electronic Trading, Fixed Income, Risk Management
Education
Illinois State University 1980 — 1984
BS, Mgt Info Systems, Business Administration
Sisbro Creations July 2010 - Present
American Express May 2008 - January 2010
American Express December 2006 - March 2008
Merrill Lynch April 2002 - April 2004
CIBC August 1998 - November 2001
Education
Schulich School of Business, York University 2005 — 2006
Masters, Business Administration; Business Strategy and Organizational Behavior
Indian Institute of Management, Bangalore 2005 — 2005
University at Buffalo 1994 — 1998
Bachelor, Business Administration; Accounting, Finance and Internal Auditing
Office of the New York State Attorney General February 2015 - April 2015
Suzhou Huimingda Real Estate Co Ltd August 2012 - July 2014
Jiangsu Intelight Electronics Technology Co Ltd June 2010 - July 2012
Nomura International December 2007 - September 2009
Merrill Lynch July 2006 - November 2007
Skills
Strategy, Management Consulting, Financial Modeling, Start-ups, Business Strategy, Business Planning, Corporate Finance, Entrepreneurship, Valuation, Due Diligence, Business Analysis, Business Development, Strategic Planning, Investments, Project Management, Business Transformation, Python, SAS, Consulting, MySQL, Change Management, Marketing Strategy, Business Process..., Market Analysis, IT Strategy, Java, VBA, HTML, Hadoop, MapReduce, Cognos, Tableau, QlikView, R, Matlab, ArcGIS
Education
New York University 2014 — 2015
Master's Degree, Applied Urban Science and Informatics
Imperial College London 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Imperial College London 2003 — 2006
BEng, Electrical and Electronic Engineering
uConnect January 2013 - Present
Arctaris Capital Partners January 2009 - December 2013
Brook Venture Partners May 2008 - December 2008
American International Group September 2007 - December 2007
Merrill Lynch June 2007 - August 2007
Skills
Capital Raising, Financial Modeling, Alternative Investments, Strategy, PowerPoint, Venture Capital, Start-ups, Recruiting, Private Equity, Mergers, Marketing, Investments, IPO, Fundraising, Financial Structuring, Financial Analysis, Finance, Equities, Entrepreneurship, Business Development, Corporate Development, Due Diligence
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
BBA, Finance - Investments
Imperial College London 2007 — 2007
International Finance & Marketing
Lynnfield High School
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch July 2008 - September 2008
Skills
Capital Markets, Vendor Management, Java, Agile Methodologies, Securitization, Python, SQL, Debt, Databases, Java Enterprise Edition, Struts, Trading Systems, Programming, OOP, Eclipse, Oracle SQL, Oracle, HTML/XML, Linux, Web Applications, Algorithms, Software Engineering, AJAX, Computer Science, J2EE, EJB, Struts2, Weblogic, iBatis, JavaScript, jQuery, DHTMLX, XSLT, Spring, Ant, Maven2, MyBatis, Unix, Web Development, Autosys, REST, SOA, SOAP, Apache, Artifactory, Web Services, JMS
Education
Imperial College London 2006 — 2009
1st Class Honours BEng, Computer Science
Ibstock Place
Ibstock Place
FINRA 1998 - 2014
The Delaware Group November 1995 - April 1998
Merrill Lynch November 1981 - June 1990
Skills
Training, Analysis, Employee Training, Management, Interviews, Internal Controls, Risk Assessment, E-Learning, Securities, Mutual Funds, Equities, AML, Fixed Income, Investments, FINRA, broker/dealer, Capital Markets, Customer Service, Portfolio Management, Risk Management, Leadership, Financial Services, Financial Analysis
Education
Immaculata University
Bachelor of Science (BS), Business/Merchandising
Galasso P.C. December 2014 - Present
Haskin, Corrigan & Galasso P.C. July 2013 - December 2014
Haskin & Corrigan, PC February 2013 - June 2013
Nyberg & Cassioppi, LLC November 2010 - January 2013
Nyberg & Cassioppi, LLC May 2007 - October 2010
The Honorable John W. Darrah, District Court Judge for the Northern District of Illinois August 2008 - December 2008
Merrill Lynch May 2004 - August 2004
Donahue, Sowa, Bugos & Brown June 2003 - August 2004
Skills
Litigation, Legal Research, Estate Planning, Legal Writing, Westlaw, Commercial Litigation, Civil Litigation, Corporate Law, Trial Practice, Legal Assistance, Hearings, Trials, Family Law, Mediation, Torts, Legal Issues, Arbitration, Appeals, Public Liability, Courts, Wills
Education
The John Marshall Law School 2007 — 2010
JD, Law
Illinois Wesleyan University 2003 — 2007
BA, Accounting and Economics
DevSquare Inc. January 2006 - Present
Goldman Sachs April 2003 - May 2006
Merrill Lynch December 1998 - March 2000
Intelligroup May 1996 - December 1998
Education
Indian Institute of Technology, Bombay 1992 — 1996
P.S.B.B Nungambakkam 1990 — 1992
AISCE
SBOA
PayPal, eBay Inc. February 2008 - Present
AT Kearney September 2004 - February 2008
Merrill Lynch September 2000 - September 2002
Thomson Financial November 1999 - September 2000
Citicorp Overseas Software ltd June 1997 - November 1999
Skills
Payments, Management Consulting, Financial Risk, Analytics, Business Strategy, Product Management, Strategy, Business Analytics, Risk Management, Financial Modeling, Business Analysis, Cross-functional Team..., Financial Services, E-commerce, Competitive Analysis, Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Operations
Indian Institute of Technology, Delhi 1992 — 1997
B-Tech & M-Tech, Chemical Engg., Biochemical Engg & Biotech
McKinsey & Company August 2015 - Present
McKinsey & Company August 2013 - Present
Goldman Sachs April 2012 - June 2012
GENPACT LLC August 2009 - May 2011
NBC Universal August 2009 - May 2011
Merrill Lynch May 2008 - July 2008
European Molecular Biology Laboratory June 2007 - August 2007
Asian Institute of Technology May 2006 - June 2006
Skills
Analytics, Valuation, Business Analytics, Restructuring, Investment Banking, Close Attention to..., Financial Analysis
Education
Indian Institute of Management, Ahmedabad 2011 — 2013
PGP, Business Administration and Management, General
CFA Institute 2009 — 2011
CFA Level 3 certified, CFA Level 3 certified
Indian Institute of Technology, Madras 2004 — 2009
Bachelor & Master of Technology, Biotechnology (Minor: Operations Research)
New International School of Thailand 1998 — 2002
CVS Caremark Corporation May 2010 - Present
Merrill Lynch May 2009 - April 2010
Merrill Lynch May 2009 - April 2010
CVS Caremark November 2008 - May 2009
Acxiom Corp December 2007 - November 2008
Ameriprise Financial Services, Inc. October 2006 - December 2007
Ameriprise Financials October 2006 - December 2007
WPS Insurance May 2006 - September 2006
Blue Cross and Blue Shield Association December 2005 - April 2006
CIBER INC, Illinois State Agency January 1998 - January 2005
Skills
DB2, Erwin, TSO, ETL, Unix, CICS, Java, Linux, z/OS, PL/1, Load, Pascal, SDLC, Performance Tuning, Data Warehousing, Databases, COBOL, Visio, Disaster Recovery, Database Administration, Microsoft SQL Server, VSAM, Data Migration, Software Development
Education
Indian Institute of Technology 1981 — 1983
M.Tech, Industrial Management
College of Engineering, University of Madras 1976 — 1981
B.E. (Honors), Electrical and Electronics Engineering
Fifth Third Bank June 2011 - Present
Western Union July 2009 - June 2011
State of Ohio November 2004 - June 2009
Merrill Lynch October 2000 - October 2004
Tata Consultancy Services April 1999 - October 2004
National Securities and Depository Limited July 1999 - October 2000
Skills
DB2, z/OS, Linux, JCL, COBOL, CA-Platinum, Erwin, IBM Admin Tools, BMC Utilities, REXX, CICS, Unix, IBM Mainframe, J2EE 1.4, WebSphere Application..., IBM RAD, IBM Data Studio, Database Administration, SPUFI, IBM Utilities, IMS DB/DC, Omegamon, QMF, HPU, Microsoft SQL Server, SDLC, SOA, Data Warehousing, Oracle, PL/SQL, Databases, Requirements Analysis, Software Development, VSAM, Query Monitor, Unix Shell Scripting, Data Modeling, Performance Tuning, IBM DB2 Analytics..., IBM DB2 Performance..., Websphere, Mainframe, SQL Tuning, Java Enterprise Edition
Education
Indian Institute of Technology (Banaras Hindu University), Varanasi
M.Tech, Mechanical Engineering
Belmont HIll School April 2014 - Present
Washington Capital Management September 2009 - Present
Winchester Community Music School 2008 - Present
Boston Security Analysts Society September 2009 - 2013
OFI Institutional Asset Management April 2006 - August 2008
Babson Capital Management September 1994 - April 2006
Merrill Lynch September 1993 - August 1994
Trillium Asset Management May 1993 - August 1993
Skills
Asset Allocation, Competitive Analysis, Due Diligence, Equities, Investments, Portfolio Management, Securities, Strategy
Education
Columbia University 1993 — 1994
Finance
Indian Institute of Management, Bangalore 1989 — 1991
MBA
Delhi Institute of Technology 1985 — 1989
B. E., Electronics & Communication Engg.
CFA Institute
CFA
Bank of America December 2009 - Present
Bank of America January 2009 - July 2010
Merrill Lynch August 2008 - January 2009
Merrill Lynch February 2008 - August 2008
Merrill Lynch June 2004 - February 2008
Merrill Lynch June 2003 - June 2004
digM Digital Media August 2002 - June 2003
Skills
Windows, IT Management, Vendor Management, Technical Support, Disaster Recovery, ITIL, Security, SharePoint, Hardware, Enterprise Architecture, IIS, Troubleshooting, VMware, Project Management, Operating Systems, Software Project..., Active Directory, Networking, IT Service Management, SDLC, Windows Server, Virtualization, Infrastructure, Call Centers, Unix, Information Technology, Help Desk Support, Business Analysis, Data Center, Process Improvement, System Deployment, XP, Servers, IT Operations, Incident Management, Windows 7
Education
University of Phoenix 2008 — 2010
Masters, MBA
Imperial College London 2002 — 2003
Bachelors, International Information Science
State University of New York College at Oswego 2000 — 2002
Bachelors, Information Science
State University of New York College of Agriculture and Technology at Cobleskill 1998 — 2000
associates, Computer Science
Inductis July 2014 - Present
Inductis April 2012 - June 2014
Merrill Lynch April 2011 - May 2011
ZS Associates September 2009 - May 2010
Cork Institute of Technology, Ireland May 2007 - July 2007
Skills
Management Consulting, Investment Banking, Intellectual Property, Analytics, Mergers & Acquisitions, Global Client Management, Financial Analysis, Financial Modeling, Business Strategy, Industry Research, Valuation, Corporate Finance, Private Equity, Data Analysis, Strategic Consulting, Strategy
Education
IIM Ahmedabad 2010 — 2012
Finance
Indian Institute of Technology, Kanpur 2004 — 2008
Bachelor of Technology (B. Tech), Electrical Engineering
Kendriya Vidyalaya 1992 — 2004
Deutsche Bank December 2011 - Present
Merrill Lynch/Bank of America 2006 - November 2011
Merrill Lynch November 2007 - December 2010
Merrill Lynch July 2006 - December 2007
Greenwich Academy of Music and Drama January 2005 - July 2006
Skills
Exchange Connectivity, Trading Systems, Market Data, Electronic Trading, Low Latency, Equities, Investment Banking, Reference Data, Equity Trading, TIBCO Rendezvous
Education
Imperial College London 2003 — 2006
BEng, Computing
Blackheath High School 1996 — 2003
Covance September 2014 - Present
Sandoz July 2013 - Present
Morgan Stanley October 2012 - July 2013
Johnson & Johnson December 2011 - October 2012
Merrill Lynch 2011 - December 2011
Daiichi Sankyo, Inc. December 2009 - October 2010
Daiichi Sankyo, Inc. December 2007 - December 2009
Sankyo Pharma December 2002 - December 2007
Infosys Tech. Ltd. April 1996 - April 1998
Skills
Digital Strategy, Marketing, Marketing Strategy, Social Media Marketing, CRM, CRM Databases, CRM Integration, Email Marketing, Strategy, Business Process..., Leadership, Vendor Management, PMP, PMO, Project Management, SDLC, Cross-functional Team..., Change Management, Quality Assurance, Program Management, Governance, IT Strategy
Education
Indian Institute of Technology, Delhi 1992 — 1996
Bachelors
DPS noida 1982 — 1992
High School
FSV Payment Systems July 2013 - Present
Florida State College of Jacksonville January 2009 - Present
5MinuteMoneyTips.com May 2013 - Present
FSV Payment Systems February 2011 - July 2013
FSV Payment Systems July 2008 - February 2011
Merrill Lynch July 2006 - April 2008
Hamilton Campaigns January 2000 - June 2006
State Farm Insurance October 1998 - January 2000
Skills
Product Development, Market Research, Management, Marketing, Business Planning, Process Improvement, Nonprofits, Vendor Management, Program Management, Analysis, Finance, Strategy, Entrepreneurship, Business Intelligence, Training, Strategic Planning, Leadership, Blog Marketing, Ebooks, Microsoft Excel, Microsoft Access, Dreamweaver, Crystal Reports, Photoshop, Premiere, Social Media Marketing, Training Delivery, Social Media, Marketing Communications, Cross-functional Team..., Marketing Strategy, Data Analysis, Quality Assurance, Executive Coaching, Integration, Business Analysis, Product Management, Sales, Business Development, CRM, Strategic Partnerships
Education
University of Florida 2005 — 2006
Masters of Science, Business Administration and Management, General
Illinois Wesleyan University 1995 — 1999
Bachelors, Political Science & Public Relations
Citi December 2014 - Present
Syntel April 2012 - October 2014
Tata Consultancy Services February 2009 - March 2012
PricewaterhouseCoopers India 2006 - 2007
Merrill Lynch 2000 - 2003
Skills
Business Analysis, Program Management, Project Management, Business Strategy, Business Process..., SDLC, IT Strategy, Market Risk, Credit Risk, Asset management..., Credit Derivatives, Interest Rate..., Macroeconomic analysis, Business Transformation, Capital Markets, Software Project..., Management Consulting, Business Process, Investment Management, Management, Risk Management, Analysis, Consulting, Macroeconomics
Education
London School of Economics and Political Science 2007 — 2008
MSc, Finance and Economics
Columbia University School of General Studies 2003 — 2006
BA, Economics-Math
Indian Institute of Management, Calcutta 1988 — 1990
MBA, Concentrations in MIS and Marketing
Indian Institute of Technology, Madras 1980 — 1984
B.Tech, Mechanical Engineering
UBS Financial Services January 2009 - Present
Merrill Lynch May 1996 - January 2009
Skills
Finance, Series 7, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Series 63, Securities, Asset Management, Financial Analysis
Education
Illinois Wesleyan University 1992 — 1996
BA, Political Science and Business Finance
US Industrial Tool & Supply, Arvan Incorporating, HS Tooling June 2015 - Present
HireRight October 2014 - December 2014
AECOM June 2014 - August 2014
GKN Aerospace August 2011 - March 2013
Eaton Corporation July 2010 - July 2011
Eaton Corporation September 2009 - July 2010
Bank of New York Mellon May 2008 - August 2008
Citigroup Smith Barney December 2006 - April 2008
Pennsylvania Governor’s School for the Arts June 2007 - August 2007
Merrill Lynch August 2006 - March 2007
Skills
Hyperion, Russian, AS400, Pivot Tables, Cognos, Mapics XA ERP, Advanced Excel..., Certus, Oracle 9i, Oracle, Hyperion Enterprise, Excel macros, Microsoft Access, Classical piano, ERP, Microsoft Excel, Access, Forecasting, Piano, Analysis, Finance, Program Management, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Business Intelligence, Leadership, Strategy, Change Management, Management, Cross-functional Team..., Budgets, Business Development, Financial Analysis, Competitive Analysis, Project Planning, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Financial Modeling, Variance Analysis, Business Process..., Cost Accounting, Process Improvement, Managerial Finance, Internal Audit, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy, 3.82
University of Pittsburgh 2005 — 2009
Bachelors, Major: Finance Minor: Economics
Imperial College London 2007 — 2007
BS, Finance, 3.90
Taylor Allderdice High School 2001 — 2005
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group September 2014 - December 2014
The Boston Consulting Group June 2013 - August 2014
Finance and Investments Club, IIM Calcutta January 2012 - December 2012
IIM Calcutta Preparation Team (Finance) January 2012 - December 2012
Barclays Capital April 2012 - May 2012
Barclays Capital June 2010 - June 2011
Bank of America Merrill Lynch September 2007 - May 2010
Merrill Lynch July 2007 - August 2007
Webaroo June 2006 - May 2007
Education
Indian Institute of Management, Calcutta 2011 — 2013
8.34/9 (Institute Rank Holder)
CFA Institute USA 2008 — 2010
Indian Institute of Technology, Delhi 2002 — 2007
Integrated Master of Technology, Mathematics and Computing
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
JPMorgan Chase & Co. September 2013 - Present
CLS Group. June 2012 - August 2013
Barclays Capital 2008 - 2012
Merrill Lynch February 2007 - March 2008
Lehman Brothers 2008 - 2008
Citibank NA 2004 - 2006
Education
National University of Singapore 2004 — 2006
Masters, Financial Engineering
Indian Institute of Technology, Kanpur 1994 — 1998
BTech, Electronics
Florida Gulf Coast University January 2011 - Present
JL Consulting & Training LLC 2009 - Present
Decorating Den Interiors 2009 - Present
IMS Health July 2005 - 2008
Areks 2003 - 2005
Merrill Lynch 2000 - 2003
StratX 1990 - 2000
Skills
Entrepreneurship, Business Development, Management Consulting, Strategic Planning, New Business Development, Marketing Strategy, Business Strategy, Strategic Consulting, Marketing, Portfolio Management, Market Research, Sales Force..., Contract Negotiation, Finance, Program Management, Management, Sales, Small Business, Strategy, Start-ups, Leadership Development, Sales Effectiveness, Change Management, Leadership, Team Building, Business Planning, Training, Cross-functional Team...
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2017
PhD in Management: Designing Sustainable Systems
IMD (International Institute for Management Development) - Business Programs 1989 — 1989
MBA
University of Pittsburgh 1980 — 1983
BA, Political Science
Citi October 2014 - February 2015
Merrill Lynch August 2013 - October 2014
Cognizant Technology Solutions July 2010 - April 2013
Lehman Brothers, State of New York, Eli Lilly January 2007 - June 2010
JPMorgan Chase May 2001 - December 2006
Skills
CRM, Management Consulting, Business Analysis, Financial Services, Project Management, Siebel, Requirements Analysis, Capital Markets, Investment Banking, Product Management, Portfolio Management, Business Systems..., IT Business Strategy, Data Warehousing, SDLC, Business Intelligence, IT Strategy, Vendor Management, Software Project..., Management, Solution Architecture
Education
Indian Institute of Management, Bangalore 1995 — 1996
Management Program for Technologists, Business Strategy; Technology, Systems, Operations, Quality, Human Resources, Fianance Management
Indian Institute of Technology, Madras 1987 — 1988
Master's degree
eBay Inc January 2015 - Present
eBay July 2012 - December 2014
The Ohio State University June 2011 - May 2012
Macquarie Bank September 2009 - August 2010
Merrill Lynch July 2008 - June 2009
Kotak Mahindra Bank July 2007 - June 2008
Skills
Analytics, Business Strategy, Market Research, Business Analysis, Financial Modeling, Cross-functional Team..., SQL, E-commerce, Forecasting, Predictive Analytics, Data Analysis, Data Mining, Consumer Internet, People Skills, Leadership, Project Management, Finance, Retail, Valuation, Segmentation, Risk Management, A/B testing, Management, Analysis, Strategy, SAS
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Finance & Strategy, 3.7
Indian Institute of Technology, Kanpur 2003 — 2007
B Tech, Material Science
GENPACT April 2014 - Present
Cognizant Technology Solutions August 2012 - March 2014
MindTree Ltd. January 2012 - August 2012
MindTree Ltd. May 2010 - January 2012
Infosys January 2010 - May 2010
Merrill Lynch November 2008 - December 2009
Bank of America April 2002 - November 2008
Infosys Technologies Ltd January 2000 - April 2002
INDAL January 1997 - December 1999
Skills
Program Management, Outsourcing, Project Governance, CRM, Business Development, Global Delivery, Pre-sales, IT Strategy, SDLC, Software Project..., Solution Architecture, Business Analysis, Management, Consulting, Leadership, Team Building
Education
Indian Institute of Technology, Kharagpur 1995 — 1996
Master, Engineering
National Institute of Technology Rourkela 1991 — 1995
BE, Mining Engineering
Pusparaj 1982 — 1991
NTT DATA Americas March 2012 - Present
Merrill Lynch January 2005 - October 2011
COUNTRY Financial® August 2004 - January 2005
Skills
Customer Service, Event Planning, Teamwork, Microsoft Office, Microsoft Word, Multi-tasking, Human Resources
Education
Illinois State University
Fine and Studio Arts
Urbana High School, Urbana, IL
UBS Investment Bank June 2015 - Present
UBS Investment Bank October 2014 - June 2015
UBS Investment Bank January 2014 - October 2014
UBS Investment Bank August 2012 - December 2013
VinaCapital June 2011 - August 2011
SEO-IIV June 2011 - August 2011
UBS Wealth Management March 2011 - June 2011
Merrill Lynch January 2011 - March 2011
Skills
Financial Modeling, Investments, Securities, Analysis, Banking, Finance, Accounting, Strategic Financial..., Financial Services, Wealth Management, Financial Risk, Asset Allocation, Research, Bonds, Financial Advisory, Bloomberg, Portfolio Management
Education
Union College 2010 — 2012
B.A., Economics and Mathematics
Illinois Wesleyan University 2008 — 2010
B.A., Business Administration and Mathematics
The John Marshall Law School June 2015 - Present
Law Office of Scott D. DeSalvo June 2015 - Present
Circuit Court of Cook County, Chancery Division January 2015 - May 2015
Circuit Court of Cook County, Criminal June 2014 - July 2014
WorkNet June 2013 - August 2013
Hattie's Coffee Shop September 2011 - May 2013
Merrill Lynch June 2012 - August 2012
IWU Civic Orchestra and Wind Ensemble Staff September 2009 - December 2010
Education
The John Marshall Law School 2013 — 2016
J.D. Candidate
Illinois Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Business and International/Global Studies
Barcelona International College 2011 — 2011
BMO Financial Group November 2012 - Present
Bank of Montreal September 2002 - Present
Merrill Lynch 1999 - 2002
Oracle Financial Services Software Ltd April 1995 - August 1999
Creative Stock Brokers August 1988 - March 1994
Skills
Financial Services, Trading, Securities, Banking, Project Management, Settlement, Capital Markets, Business Analysis, SWIFT payments, Loans, Portfolio Management, Vendor Management, Risk Management, SDLC, PMP, Change Management, Project Delivery, Requirements Analysis, Program Management, Fixed Income, Solution Architecture, Requirements Gathering, Software Project..., Analysis, Business Intelligence, IT Strategy, Business Process, Credit, Business Requirements, Management, Integration
Education
Indian Institute of Management, Calcutta 1994 — 1995
Diploma in Stock market Operations
St. Xavier's College 1988 — 1991
B.COM (Hons)
Mayo College 1982 — 1989
High School
Energy Recovery, Inc. June 2015 - Present
Aegion Corporation December 2013 - June 2015
Aegion Corporation June 2011 - June 2015
Career Education Corporation November 2008 - June 2011
Ernst & Young October 2004 - November 2008
Ernst & Young October 2003 - October 2004
Merrill Lynch June 2000 - January 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, M&A due diligence, Credit Risk, Credit Derivatives, Securitization, Business Intelligence, Visual Basic, SQL Server, SQL, Due Diligence, Private Equity, Corporate Development, Mergers & Acquisitions, Microsoft SQL Server, Investment Banking, Financial Services, Strategy, Venture Capital, Acquisition Integration, Equities, Management, Business Strategy
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
Illinois Wesleyan University 1996 — 2000
Bachelors of Arts, Business Administration
Bayer June 2015 - Present
Target September 2014 - May 2015
Spong PR March 2014 - July 2014
Catapult May 2013 - March 2014
University of Minnesota September 2009 - May 2013
Periscope 2011 - April 2013
Murray Weir Willats January 2012 - April 2012
Merrill Lynch June 2011 - December 2011
Oneill & Murphy, LLP June 2008 - August 2011
Gap, Inc. June 2007 - August 2010
Skills
Social Media, Social Networking, Event Planning, Facebook, Social Media Marketing, Marketing Communications, Shopper Marketing, Advertising, Leadership, Public Speaking, Public Relations, Marketing, Nonprofits, Marketing Research, Press Releases, Sales, Retail, Email Marketing, Time Management, Editing, Spanish, InDesign, Media Relations, Research, Integrated Marketing, PowerPoint, Creative Writing, Online Advertising, Adobe Creative Suite, Outlook, Digital Marketing, Brand Management, Microsoft Office, Newsletters, Event Management, Brand Development, Microsoft Excel, Strategic Communications, Community Outreach, Blogging, Fundraising, Microsoft Word, Marketing Strategy, Copy Editing, Copywriting, Sports Marketing, Customer Service, Market Research, Account Management, Teamwork
Education
University of Minnesota-Twin Cities 2009 — 2013
Communications
Imperial College London 2012 — 2012
The Convent of the Visitation School 2005 — 2009
High School
US TRUST January 2014 - Present
The New Colony May 2008 - Present
Merrill Lynch June 1989 - October 2012
Skills
Financial Management..., Wealth Management, Non-profits..., Fundraising, Social Media Marketing, Social Networking, Community Outreach, Management, Microsoft Office, Facebook, Marketing, Finance, Editing, Event Management, Event Planning, Nonprofits, Strategic Planning, Customer Service, Social Media
Education
Illinois State University
Bachelor of Arts (B.A.), Political Science and Government
WageWorks September 2010 - Present
JP Morgan Retirement Plan Services July 2008 - September 2010
JP Morgan Retirement Plan Services July 2007 - July 2008
DST Systems June 2004 - July 2007
Strong 2002 - 2004
Merrill Lynch 1999 - 2001
Skills
Business Analysis, Employee Benefits, Vendor Management, Financial Services, Process Improvement, Customer Service, Call Centers, Risk Management, Insurance, Change Management, Investments, Management, Retirement Planning, Business Planning, CRM
Education
Illinois State University 1990 — 1992
MBA
The University of Kansas 1985 — 1989
BA, Economics
Exponent Capital Group LLC January 2010 - Present
Wolverine Trading May 2012 - September 2015
Allston Trading January 2010 - July 2011
Citadel Investment Group September 2008 - February 2010
Penson Worldwide Inc. April 2005 - September 2008
Trevi Ventures, Inc. March 2005 - March 2008
Carlson Capital, LP May 2003 - April 2005
Merrill Lynch 1999 - 2002
Millburn-Ridgefield March 1997 - September 2000
Intel Corporation June 1995 - January 1996
Skills
Long/Short Equity..., Data Analytics, Portfolio Optimization, Statistical Arbitrage, Portfolio Management, Microstructural Alpha..., Equities, Proprietary Trading, Trading Systems, FX Options, Options, Hedge Funds, Trading, Derivatives, Equity Trading, Quantitative Finance, Electronic Trading, Commodity, Risk Management, Bloomberg, Interest Rate..., ETFs, Investment Banking, Relative Value, High Frequency Trading, Hedging, Capital Markets, Market Making, Bonds, Fixed Income, Investments, Securities, Currency, FX trading, Quantitative Investing, Equity Derivatives, Futures Trading, Trading Strategies, Global Macro, Traders, Foreign Exchange, Financial Markets, Financial Risk, Mutual Funds, Volatility, Market Risk, FX, Alternative Investments, Credit Derivatives, Asset Management
Education
Massachusetts Institute of Technology 2014 — 2014
Executive Education
Imperial College London 2008 — 2008
Graduate Statistics
Massachusetts Institute of Technology 1995 — 1996
MS
Massachusetts Institute of Technology 1990 — 1995
BS
Pellucid Analytics January 2012 - Present
Credit Suisse January 2012 - Present
Columbia University December 2009 - August 2013
Credit Suisse July 2008 - January 2012
Merrill Lynch May 2006 - June 2008
Deutsche Bank January 2004 - February 2006
Deutsche Bank September 1999 - August 2002
Education
Imperial College London 2002 — 2003
Master of Science (MSc), Mathematics and Finance
University of Bath 1996 — 1999
Bachelor of Science (BSc), Mathematical Sciences, Upper Second
Prince Henry's High School
Highland Capital Management, L.P. April 2013 - Present
MHT Partners July 2011 - April 2013
Merrill Lynch August 2010 - December 2010
The University of Texas at Austin August 2007 - May 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, M&A experience, Business Valuation, Due Diligence, Financial Analysis, Capital IQ, LBO
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), Asian Cultures & Languages
Indian Institute of Management, Lucknow 2009 — 2010
Medline March 2015 - Present
optionsXpress June 2002 - September 2005
Web Street Securities April 1999 - October 2001
Merrill Lynch June 1989 - March 1999
Skills
Financial Services, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Markets, Management, Microsoft Office
Education
Illinois State University 1984 — 1989
Public Relations
Libertyville High School 1980 — 1984
Nationwide Financial April 2011 - Present
Valley Forge Capital Advisors, Inc. February 2004 - April 2011
Merrill Lynch March 1982 - April 1991
Skills
Risk Management, Financial Services, Compliance, Securities, Mutual Funds, AML, Corporate Governance, Insurance, FINRA, Financial Risk, Investments, Due Diligence, Mergers & Acquisitions, Series 7, Asset Management
Education
Immaculata University 2007 — 2008
Financial Management
Union County College 1979 — 1981
Business Adminstration
PepsiCo January 2015 - Present
PepsiCo May 2012 - January 2015
Canal Barge September 2010 - May 2012
Menards June 2007 - September 2010
Merrill Lynch 2007 - 2007
Skills
Supply Chain Management, Inventory Control, Customer Service, Security, Rail, SAP, Hazardous Materials, Logistics, Cost Reduction, Forecasting, Operations Management, Process Improvement, Supply Chain, Warehousing, Management
Education
Lincoln college 2003 — 2007
BS, Business Management
Wilmington High School 1994 — 1998
Diploma, General
Illinois State University
Romano Wealth Management April 1996 - Present
Merrill Lynch April 1987 - April 1996
Skills
Asset Management, Wealth Management, Investments, Equities, Series 7, Securities, Bonds
Education
Illinois State University 1978 — 1982
Communications
Yahoo! May 2008 - Present
Merrill Lynch August 2007 - May 2008
Tech Mahindra July 2005 - August 2007
Tavant Technologies June 2003 - April 2005
Arcot RnD Software India Labs 2005 - 2005
Infosys Technolgies Ltd 2001 - 2003
Skills
Java, Hadoop, Big Data, Distributed Systems, Agile Methodologies, Web Services, CI, Scalability, High Availability, System Design, Web Applications
Education
Indian Institute of Technology, Kanpur 1997 — 2001
Morgan Stanley May 2014 - Present
Merrill Lynch June 2011 - April 2014
Barclays Capital August 2008 - April 2011
Barclays Capital October 2005 - August 2008
Barclays Capital October 2003 - October 2005
BP October 2000 - October 2003
Skills
Commodities, Derivatives, Indices, Innovation, Idea Generation, Product Marketing, Exotic Derivatives, Product Management, Commodity
Education
Imperial College London 2000 — 2005
PhD, Quantitative Finance
Imperial College London 1999 — 2000
MSc, Environmental Technology, Energy Policy
University of Liverpool 1995 — 1999
BSc, Mechanical Engineering
Ashley Advisory Services January 2013 - Present
The Linn Group April 2012 - Present
Jefferies & Company, Inc. June 2011 - March 2012
ICAP April 2010 - June 2011
MF Global (formerly Man Financial Inc.) 2000 - April 2010
Merrill Lynch 1994 - 2000
Linnco Futures Group 1990 - 1993
Skills
Managed Futures, Hedge Funds, Structured Products, Product Development, Global Macro, Wealth Management, Market Analysis, Fixed Income, Executive Management, Prime Brokerage, Financial Risk, Alternative Investments, Risk Management, Trading, Funding, Equities, Derivatives, Asset Managment, Asset Management, Options, FX trading, Technical Analysis, Portfolio Management, Customer-focused Service, Fund Of Funds, Investments, Bonds, Due Diligence, Electronic Trading, Trading Systems, Commodity, Financial Services, Trading Strategies, Institutional..., Financial Markets, FX Options, Hedging, Securities, Investment Strategies, Bloomberg, Equity Trading, Equity Derivatives, FINRA, Series 7, Capital Markets, Financial Advisory, Investment Management, ETFs, Asset Allocation, Currency
Education
Illinois State University 1986 — 1990
Bachelor of Arts (B.A.)
Bank of America January 2012 - Present
Bank of America April 2011 - February 2012
Merrill Lynch January 2008 - March 2011
Verizon India May 2006 - January 2008
Symantec June 2004 - May 2006
Microsoft April 2002 - May 2004
Skills
PMO, Business Management, IT Service Management, PMP, Vendor Management
Education
Indian Institute of Management, Indore
PGcPM
Indian Institute of Technology, Delhi
CEPM
University of Madras
Bachelors in Electronic Sciences
University of Madras
Masters in Information Technology
UBS August 2011 - Present
Powe-Edge Consulting services, LLC July 2009 - Present
Societe Generale May 2010 - July 2011
BlackRock October 2006 - March 2009
Merrill Lynch August 2005 - September 2006
Merrill Lynch January 2001 - August 2005
Merrill Lynch July 1997 - December 2000
Merrill Lynch April 1995 - June 1997
Merrill Lynch November 1994 - March 1995
Merrill Lynch March 1994 - October 1994
Skills
SDLC, Business Analysis, Asset Managment, Financial Services, Investment Banking, Equities, Unix, Vendor Management, Enterprise Architecture, Data Warehousing, Databases, Asset Management, Oracle, Solution Architecture, Microsoft SQL Server, PMO, Software Project..., Requirements Gathering, Leadership, Requirements Analysis, IT Management, Data Migration, Outsourcing, SQL, Management, ITIL, Integration
Education
Indian Institute of Technology, Bombay
Ph.D, Image Processing
Indian Institute of Technology, Bombay
M.S, Electrical Engg.
Osmania University
B.S, Electronics and Commn Engg
Morgan Stanley September 2013 - Present
Goldman Sachs September 2010 - August 2013
Mphasis June 2008 - September 2010
Merrill Lynch March 2006 - May 2008
Goldman Sachs February 2001 - February 2006
JP Morgan 1994 - 2000
CS First Boston 1993 - 1994
Nomura Securities International 1992 - 1993
Information Builders 1990 - 1992
City University of New York (CUNY 1988 - 1989
Skills
Trading Systems, Fixed Income, FX Options, Equities, Risk Management, Financial Markets, Credit Risk, Business Development, Financial Services, Treasury Management, Finance, Derivatives, Capital Markets, Management, Investment Banking, OOAD, Architecture, Analysis, Databases, Business Analysis, Financial Modeling, SDLC
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM (MBA)
Indian Institute of Technology, Madras 1979 — 1984
B Tech
Sainik School, Amaravathinagar
HSBC July 2011 - Present
Merrill Lynch March 2006 - June 2011
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Equity Derivatives, Quantitative Finance, Equities, Trading, Bloomberg, Capital Markets, Electronic Trading, CDS, Options, Financial Modeling, Bonds
Education
UC Berkeley 2005 — 2006
MFE
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MFE
Indian School of Business 2003 — 2004
Master of Business Administration (MBA)
Indian Institute Of Technology 1994 — 1998
B.tech, chemical engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Chemical Engineering
SAC Capital March 2013 - Present
Quantbot Technologies LLC May 2012 - January 2013
Merrill Lynch March 2008 - March 2012
Citigroup March 2007 - March 2008
Citigroup September 2000 - March 2007
Skills
Equity Trading, Statistical Arbitrage, Market Microstructure, C++, High Frequency Trading, Linux, System Architecture, Data Center
Education
Imperial College London 1995 — 1996
MSc
Imperial College London 1992 — 1995
BEng
Manipal Education Americas August 2012 - Present
Manipal Education Americas January 2011 - August 2012
Deutsche Bank February 2008 - December 2010
Deutsche Bank November 2006 - January 2008
Merrill Lynch August 2004 - November 2006
UBS August 2001 - August 2004
ABN AMRO April 1996 - August 1999
Skills
Investment Banking, Financial Modeling, Mergers, Mergers, Corporate Finance, Finance, Financial Analysis, M, Management, Strategy, Valuation, Corporate Development, Due Diligence, Financial Structuring, Private Equity, Project Finance, Business Strategy
Education
NYU - Stern School of Business 1999 — 2001
MBA
Indian Institute of Management, Bangalore 1994 — 1996
PGDM, Finance
Indian Institute of Technology, Kanpur 1990 — 1994
B.Tech, Mechanical Engineering
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch April 2010 - August 2012
UBS Investment Bank November 2009 - April 2010
Ana-Data Consulting November 2004 - April 2010
UBS Investment Bank November 2007 - October 2009
Dillon Read Capital Management January 2007 - October 2007
Dillon Read Capital Management November 2005 - December 2006
Merrill Lynch November 2004 - October 2005
Telcordia Technologies March 2001 - October 2004
Skills
ASP.NET, Management, Market Data, Analytics, SDLC, Structured Products, Software Project..., VBA, Business Intelligence, Software Development, IT Strategy, Requirements Analysis, Strategy, Business Analysis, Capital Markets
Education
Imperial College London 1999 — 2000
MSc.
UCL 1996 — 1999
BSc.
OppenheimerFunds January 2015 - Present
Jackson Life / Curian Asset Mngmt February 2013 - November 2013
Lipper October 2006 - May 2011
HSBC January 2000 - January 2004
Daiwa Capital Markets Europe Ltd October 1996 - September 1999
Merrill Lynch April 1995 - September 1996
Goldman Sachs April 1992 - January 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Fund Of Funds, Investments, Trading, Global Macro, Financial Markets, Investment Management, Equity Research, Derivatives, ETFs, Commodity, Trading Strategies, Managed Futures, Private Equity, Wealth Management, Proprietary Trading, Separately Managed..., Arbitrage, Institutional..., Emerging Markets, Technical Analysis, Investment Advisory
Education
Imperial College London 1989 — 1992
PhD, Mathematics, Stochastics- the maths of portfolio optimization, risk mngmt.
Merrill Lynch December 2013 - December 2013
Merrill Lynch November 2006 - November 2013
Fiserv 2001 - 2006
Mashreq Bank 1997 - 2001
Skills
Financial Modeling, Forecasting, Management, Finance, Financial Reporting, Valuation, Accounting, Banking, Equities, Agile Methodologies, Human Resources, Software Documentation, Risk Management, Portfolio Management, Business Analysis, Strategy, Team Management, Financial Analysis
Education
Santa Clara University 2011 — 2013
CEP (Certified Equity Professional)
Indian Institute of Management, Lucknow 1995 — 1997
Master of Business Administration (MBA)
University of Madras 1990 — 1993
Bachelor of Science (B.Sc.)
Susquehanna International Group, LLP (SIG) February 2011 - Present
KPMG June 2008 - January 2011
Merrill Lynch May 2001 - May 2008
Merrill Lynch 1999 - 2001
AT&T February 1996 - March 1999
Bajaj Auto Ltd April 1987 - June 1994
Skills
IT Strategy, Enterprise Architecture, Disaster Recovery, ITIL, Data Center, Vendor Management, Management, Virtualization, Infrastructure, Business Analysis, SDLC, Active Directory
Education
Stevens Institute of Technology 2002 — 2005
MS, Information Systems and Technology Management
Indian Institute of Management, Calcutta
MBA, Finance and Marketing
National Institute of Technology Karnataka
BS, Chemical Engineering
RBC Capital Markets February 2015 - Present
RBC Capital Markets January 2011 - Present
Merrill Lynch November 2009 - December 2010
Fidelity Investments August 2004 - November 2009
DTE Energy June 2001 - August 2004
Citigroup August 2000 - June 2001
DTE Energy March 1998 - August 2000
Proquest (Bell & Howell ) June 1997 - March 1998
NASDAQ June 1996 - June 1997
TCS May 1995 - June 1996
Skills
Software Development, Analytics, Fixed Income, Derivatives, C#, Trading Systems, Java, C++, Python, VBA, Electronic Trading, Quantitative Finance
Education
Stevens Institute of Technology 2011 — 2014
MS, Financial Engineering
Stevens Institute of Technology
Graduate Certificate, Financial Engineering
Indian Institute of Technology, Delhi 1993 — 1995
M.Tech., Optoelectronics & Optical Communications
Indian Institute of Technology, Delhi
MS, Physics
University of Illinois at Urbana-Champaign
Graduate Certificate, Financial Engineering & Risk Management
Polymarc ArchitectDeploy SolutionsMay 2004 - April 2005
Lotus Interworks December 2001 - May 2004
Lotus Interworks April 2000 - November 2001
Actuate 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Product Management, Cloud Computing, Software Development, Agile Methodologies, Business Intelligence, Enterprise Software, Software Project..., SaaS, Web Services, SDLC, Requirements Analysis, Enterprise Architecture, Integration, SOA, Management
Education
Indian Institute of Technology, Delhi 1991 — 1995
Bank Of America April 2010 - Present
Merrill Lynch May 2005 - January 2009
TEC R&D 1994 - 1997
Education
Indian Institute of Technology, Bombay
Bank of America September 2009 - Present
Geopresent Inc October 2005 - October 2009
Merrill Lynch October 2006 - September 2009
ADP September 2005 - October 2006
NBCUniversal, Inc. December 2003 - August 2005
Ernst & Young February 2003 - December 2003
BIOSIS, Philadelphia May 2002 - December 2002
Ernst & Young February 2001 - November 2001
I3Mobile July 2000 - November 2000
Buy.com February 2000 - May 2000
Skills
Java, SQL, JavaScript, C++, Software Development, HTML, Microsoft SQL Server, C#, XML, Agile Methodologies, C
Education
The University of British Columbia / UBC 1991 — 1994
Doctor of Philosophy (PhD), Civil Engineering
The University of British Columbia 1989 — 1991
Master of Applied Science, Civil Engineering
Indian Institute of Science 1986 — 1988
Master of Engineering (M.Eng.), Geotechnical Engineering, c
University Visvesaraya College of Engineering 1981 — 1986
Bachelor of Engineering (B.E.), Civil Engineering
COMPTROLLER OF CURRENCY - US Federal October 2012 - Present
Office of the Comptroller of the Currency October 2012 - Present
Lockheed Martin February 2012 - October 2012
Active Health NY October 2011 - February 2012
Johnston McLamb October 2010 - February 2011
Concept46 2008 - 2010
Merrill Lynch August 1998 - June 2008
UNISYS January 1998 - April 1998
Leading Edge, Mumbai January 1997 - December 1997
SYSTIME 1994 - 1997
Skills
Software Development, Business Intelligence, Unix, Visual Basic, Web Development, Architecture, Project Management, C++, C, Business Development, Product Development, Operations Management, Software Project...
Education
University of Mumbai 1988 — 1991
MSc, Electronics and Solid State Physics
Indian Institute of Technology, Bombay
Post Graduate Program, Software Engineering
Merrill Lynch TeacherRishi Valley School2006 - 2008
Rishi Valley School 2006 - 2008
Rishi Valley School 2006 - 2008
Skills
C#, ASP.NET MVC, C#, WinForms, Test Driven Development, NopCommerce
Education
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor of Technology (B.Tech.)
Raymond James June 2010 - Present
PNC Investments August 2004 - June 2010
Merrill Lynch December 1994 - August 2004
Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Finance, Securities, Asset Allocation, Mutual Funds, Investment Advisory, Banking, Asset Management, Wealth Management, Portfolio Management, Series 7, Financial Risk, Financial Planning
Education
Illinois State University 1985 — 1989
Bachelor of Science, Finance
Tempus Futures Management LLC September 2014 - Present
Bluefin Trading LLC February 2006 - August 2014
Merrill Lynch 2003 - 2006
Bear Stearns 2001 - 2003
Skills
Electronic Trading, Trading Systems, Derivatives, Equities, Trading, Market Making, Equity Derivatives, Portfolio Management, Fixed Income, Trading Strategies, Options, ETFs, Market Data, Capital Markets, Bloomberg, Hedging, Quantitative Finance, Commodity, Financial Markets, Financial Modeling, Proprietary Trading, Volatility, Arbitrage
Education
Illinois Wesleyan University
Merrill Lynch January 2009 - Present
Merrill Lynch June 2005 - December 2008
Merrill Lynch 1999 - 2005
Education
Rider University 2013 — 2016
Master of Business Administration (MBA)
Indian Institute of Technology, Kharagpur 1990 — 1992
Master of technology, Engineering
Merrill Lynch 2006 - Present
Education
IIT Bombay
Merrill Lynch Commodities January 2010 - Present
Merrill Lynch July 2005 - January 2010
Skills
Quant, Commodities, Derivatives, Credit, Quantitative Investing, Commodity, Quantitative Finance, Financial Risk, Options, Financial Analysis, Fixed Income, Trading Systems, Structured Products
Education
University of Illinois at Urbana-Champaign 1999 — 2005
PhD, Physics
Indian Institute of Technology, Kanpur 1997 — 1999
M. Sc., Physics
Presidency College 1994 — 1997
B.Sc., Physics
Cassini Systems Ltd September 2013 - Present
Advent Software January 2012 - June 2013
Advent Software March 2011 - January 2012
Syncova Solutions July 2004 - June 2011
Credit Suisse First Boston September 1999 - June 2004
Merrill Lynch Europe Ltd 1994 - 1996
Merrill Lynch 1993 - 1996
i-Tech Solutions 1992 - 1994
Skills
Trading Systems, Hedge Funds, Prime Brokerage, Equities, Derivatives, Fixed Income, Enterprise Software, Portfolio Management, SaaS, Business Analysis, Product Management, Margin, Central Clearing, CCP, Clearing Houses, OTC, Software Project..., Securities Lending, Market Data, Options, Back Office, Business Development, Product Innovation, Collateral Management, Start-ups
Education
Imperial College London 1988 — 1992
BSC(Eng), Computer Science
Citi Group March 2011 - Present
Merrill Lynch October 2003 - February 2011
Merrill Lynch 2003 - 2007
Avaya April 2000 - September 2002
Skills
Unix, Software Development, Software Project..., Financial Modeling, SDLC, Java
Education
Iowa State University 1997 — 2000
Indian Institute of Technology, Kharagpur 1993 — 1997
Merrill Lynch February 2013 - Present
Merrill Lynch October 2010 - Present
DSP Merrill Lynch May 2009 - September 2010
DSP Merrill Lynch April 2008 - May 2009
Tata Consultancy Services June 2005 - May 2006
Procter & Gamble October 2003 - March 2005
Education
Indian Institute of Management, Calcutta 2006 — 2008
MBA
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Student Exchange, Finance
The Institute of Chartered Accountants of India 2000 — 2003
Chartered Accountant, Accounting, Taxation, Corporate Law
University of Mumbai 1997 — 2002
B.Com, Economics and Accounting
Canossa High School 1988 — 1997
SSC
More Dealer Solutions 1991 - Present
Eiger Corporation April 1984 - January 1986
Merrill Lynch April 1978 - November 1983
Skills
Marketing Strategy, Public Speaking, New Business Development, Training, Coaching, Customer Satisfaction, Automotive, Management, Business Development, Sales Management, Account Management, Sales, Team Building, Automobile, Customer Retention, Dealers, Selling, Negotiation, Vehicles, Operations Management, Sales Operations, Automotive Aftermarket, Profit, Insurance, Leadership, Process Improvement, Forecasting, Marketing, Strategic Planning, Business Planning, Customer Service, Pricing, Sales Process, B2B, Product Development, Business Strategy, Employee Benefits, Strategy, Competitive Analysis, Budgets, Direct Sales, Start-ups, Retail, Executive Management, Purchasing, CRM, Market Planning, Finance, Inventory Management, Cold Calling
Education
Illinois Wesleyan University 1970 — 1974
BS, Speech Communications
Bank of America January 2009 - Present
Merrill Lynch January 2007 - December 2008
Marsh September 2006 - December 2006
Wipro Technologies June 2002 - August 2006
iGATE Global Solutions 2001 - 2002
Tata Steel March 1999 - June 2001
Ponnapa Coffee Curing Works March 1997 - June 1997
Education
Indian Institute of Technology, Kharagpur 1997 — 1999
Master of Technology, Dairy & Food Industry Engineering
Agricultural Engineering and Research Institute,Kumulur 1992 — 1997
Bachelor of Technology, Agricultural Engineering
Merrill Lynch August 2010 - Present
Merrill Lynch Commodities Inc. August 2008 - September 2010
New York University August 2002 - August 2008
Skills
Quantitative Finance, Commodities, Financial Modeling, Commodity Risk..., Risk Management
Education
New York University 2002 — 2008
PhD, Computer Science
Indian Institute of Technology, Bombay 1998 — 2002
Bachelor of Technology, Computer Science
NXT Capital 2010 - Present
250 Capital / Merrill Lynch 2008 - 2009
Merrill Lynch 2008 - 2008
Merrill Lynch Capital 2002 - 2008
GE Capital 2001 - 2002
Heller Financial 1991 - 2001
Office of the Future 1990 - 1991
TSC 1989 - 1990
Arthur Andersen & Co. 1985 - 1989
Skills
Financial Modeling, Leveraged Finance, Debt, Portfolio Management, Capital Markets, Middle Market, Structuring, LBO, Corporate Finance, Financial Analysis, Loans, Due Diligence, Credit, Asset Management, Credit Analysis
Education
Illinois State University
The University of Chicago Booth School of Business
MBA, Finance, Economics
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Wilmington Trust March 2010 - Present
Wyeth Pharmaceuticals April 2007 - October 2009
Idenix Pharmaceuticals February 2006 - March 2007
Centocor Inc April 2005 - January 2006
Wyeth Pharmaceuticals January 2004 - March 2005
Bristol-Myers Squibb Company January 2003 - December 2003
AstraZeneca Inc January 2000 - December 2002
Merck & Co., Inc February 1998 - January 2000
Merrill Lynch September 1997 - February 1998
Skills
Documentum, Enterprise Content..., SDLC, Document Management, Business Analysis, Enterprise Architecture, Content Management, Portals, Solution Architecture, SharePoint, Integration, Weblogic, Java Enterprise Edition, Web Services, Oracle, JSP, Requirements Analysis, SOA, Software Project..., Business Process Design, Agile Methodologies, Enterprise Software, Requirements Gathering
Education
Indian Institute Of Technology 1979 — 1981
MTech, Computer Sciences
Merrill Lynch Corporate BankingStandard Chartered Bank1993 - 2003
A F Ferguson and Co 1982 - 1985
Education
Indian Institute of Management, Calcutta 1980 — 1982
Business Management
St. Stephen's College 1977 — 1980
Economics
Credit Suisse April 2012 - Present
GAIN Capital October 2011 - April 2012
JP Morgan March 2008 - August 2011
Merrill Lynch August 2007 - March 2008
Citi July 2001 - August 2007
Skills
Prime Brokerage, FX Options, Credit Derivatives, Trading, Investment Banking, Derivatives, Capital Markets, Portfolio Management, Business Analysis, Reference Data, Enterprise Architecture, Middle Office, SDLC, Trading Systems, Fixed Income, Back Office, Securities Lending, Business Requirements
Education
Indian Institute of Technology, Kharagpur 1992 — 1996
Btech, Electronics and Electrical Communication
Indian Association of Physics Teachers
Electronics and Electrical Engineering Honors, India top 100 Physics student
UBS Investment Bank February 2011 - Present
UBS Investment Bank January 2009 - February 2011
Merrill Lynch July 2001 - January 2009
OptiMark Technologies Inc 1998 - 2001
Parametric Technology Corporation April 1995 - November 1996
Education
Indian Institute of Technology, Kharagpur 1991 — 1995
Machine Design
The Private Bank August 2013 - Present
Associated Bank August 2007 - August 2013
Merrill Lynch January 2006 - August 2007
LaSalle Bank March 1999 - January 2006
Avondale Financial August 1995 - March 1999
South Central Bank December 1994 - August 1995
Household Mortgage Co August 1991 - November 1994
Skills
Banking, Loans, Commercial Lending, Microsoft Excel, Construction, Team Building, Employee Training
Education
Illinois State University 1986 — 1991
Merrill Lynch October 2009 - Present
Samayani Innovations Inc. January 2009 - October 2009
JPMorgan Chase July 2006 - September 2008
JPMorgan Chase September 2004 - July 2006
JPMorgan Chase September 2000 - September 2004
Lucent Technologies September 1999 - September 2000
COREMedia Systems December 1996 - September 1999
Education
Michigan State University 1993 — 1995
MS, Computer Science
Indian Institute of Technology, Bombay 1989 — 1993
B.Tech., Computer Science & Engineering
Fidessa June 2004 - Present
Merrill Lynch February 1999 - May 2004
Merrill Lynch 1999 - 2004
AT&T December 1995 - December 1998
Intel Corporation 1995 - 1995
Data System Services 1993 - 1995
Automotive Research Association of India July 1987 - April 1993
Skills
Sybase, Requirements Analysis, Unix, Databases, Database Administration, SDLC, Unix Shell Scripting, SQL, Perl, Software Development, Trading Systems, Microsoft SQL Server, Software Project..., Shell Scripting
Education
Indian Institute of Technology, Bombay 1976 — 1981
B.tech, Mechanical Engineering
Ramnarain Ruia College 1974 — 1976
Physical Sciences
Jefferies May 2015 - July 2015
Deutsche Bank September 2010 - August 2014
Merrill Lynch October 2008 - October 2010
Skills
Financial Modeling, Equities, Valuation, Equity Research, Bloomberg, Options, Trading, Management, SAS, SQL, Business Strategy, Business Intelligence, Business Development
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Business Analytics
Indian Institute of Technology, Delhi
B.Tech
CFA Institute 2008 — 2014
All 3 Levels of CFA cleared in first attempt
Society of Actuaries: SOA
Certificate, Mathematical Statistics and Probability
National Stock Exchange of India
Certificate, Certificate in Derivatives Markets
Disha Trends April 2014 - Present
Merrill Lynch April 2010 - Present
SOA Software October 2005 - March 2010
Merrill Lynch February 1999 - October 2005
QSSI August 1997 - February 1999
TCS March 1992 - August 1997
Skills
HTML 5, CSS3, JavaScript, Enterprise Architecture, SOA, Cloud Computing, Java, Java Enterprise Edition, SOAP, ESB, Databases, COBOL, JSP, Web 2.0, WSDL, Assembler, DB2, SDLC, Project Management, Architectures, Architecture, CSS, IT Strategy, Entrepreneurship
Education
Indian Institute of Technology, Bombay 1990 — 1992
M Tech, Thermal and Fluids Engineering
Govt. Engg. College, Bilaspur 1985 — 1990
BE, Mechanical Engineering
Farmers Insurance Group of Companies July 2013 - Present
Farmers Insurance Group of Companies May 2009 - June 2013
Farmers Insurance Group of Companies January 2008 - April 2009
Farmers Insurance Group of Companies January 2006 - December 2007
Farmers Insurance Group of Companies January 2005 - December 2006
Farmers Insurance Group of Companies January 2004 - December 2004
Farmers Insurance Group of Companies January 2003 - December 2003
Farmers Insurance Group of Companies February 2002 - December 2002
Prudential Financial January 1997 - December 2001
Merrill Lynch June 1996 - December 1996
Skills
Insurance, General Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Workers Compensation, Underwriting, Casualty, Liability, Claim, Recruiting, Term Life Insurance, Commercial Lines, Umbrella Insurance, Sales Management, Sales, Management, Homeowners, Customer Service, Legal Liability, Marketing, Health Insurance, Account Management, Marketing Strategy
Education
Illinois Wesleyan University 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Lewis University 1998 — 2000
Master of Business Administration (MBA), Operations and Human Resource Management
TD Ameritrade September 2008 - Present
Merrill Lynch January 2000 - August 2008
Skills
Data Integration, Data Architecture
Education
Indian Institute of Science
MS, Systems Science & Automation
Jawaharlal Nehru Technological University
BS, Mechanical Engineering
American Express June 2015 - Present
SnapLogic April 2013 - May 2015
Tribal Technologies June 2011 - March 2013
Merrill Lynch 2010 - 2010
3GA Labs Inc. 2010 - 2010
The Entrepreneurship Cell, IIT Bombay 2009 - 2010
iViZ Techno Solutions Pvt. Ltd. 2009 - 2009
Skills
C++, Entrepreneurship, Java, MySQL, C, Programming, SQL, Linux, Subversion, Python, Google App Engine, R, Octave, Hadoop, Solr, MongoDB, Data Structures, Git, Agile Methodologies, Distributed Systems, Algorithms, Java Enterprise Edition, Eclipse, Hibernate, Software Engineering, JavaScript
Education
Indian Institute of Technology, Bombay 2007 — 2011
B. Tech, Computer Science
R.J. O'Brien January 2001 - Present
Merrill Lynch January 1993 - December 2000
Shearson Lehman Brothers June 1991 - December 1992
Education
Illinois State University 1987 — 1991
B.S., Finance
Merrill Lynch May 1997 - Present
Skills
Software Project..., SDLC, Integration, IT Strategy
Education
Indian Institute of Science
Merrill Lynch QA LeadBank of America / Merrill Lynch2007 - Present
Principia Partners May 2001 - March 2007
Education
Indian Institute of Science 1983 — 1987
M.E, Computer Aided Design
Mizuho Securities USA Inc. December 2012 - Present
Lightspeed Financial August 2011 - November 2012
Greenmoor Financial Group / Greenmoor Group Trading December 2010 - July 2011
MF Global January 2010 - November 2010
Merrill Lynch April 2005 - November 2008
Pax Clearing Corporation September 1996 - March 2005
PricewaterhouseCoopers January 1993 - September 1996
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Illinois State University 1989 — 1991
B.S., Accounting; Economics
Scotiabank September 2013 - Present
Merrill Lynch May 2009 - Present
State Street Financial Bank and Trust Company November 2002 - December 2008
Skills
AML, KYC, Financial Risk, Risk Management, SDLC, Databases
Education
Texas Tech University 1983 — 1988
Ph.D, Engineering and Statistics
Indian Institute of Science 1980 — 1982
MS, Engineering
TD April 2015 - Present
Ontario Public Service August 2009 - March 2015
Merrill Lynch January 2008 - August 2009
Headstrong January 2002 - July 2009
Fujitsu 1991 - 1993
Skills
TIBCO, EAI, SOA, Sybase, Solution Architecture, Program Development, Project Management, Consulting, Management, PMP, Software Development, Integration, Agile Methodologies, Quality Assurance, Requirements Analysis, Web Services, Business Process, Unix, SDLC, Pre-sales, Business Analysis, Software Project..., Enterprise Software, Oracle, Middleware
Education
Indian Institute of Technology, Delhi 1990 — 1991
M.Tech, Electrical Engg
Indian Institute of Technology, Delhi 1989 — 1990
bridge program, integrted electronics and circuits
Deutsche Bank August 2015 - Present
Royal Bank of Scotland January 2014 - August 2015
Nomura Securities November 2010 - December 2013
Merrill Lynch November 2009 - October 2010
Skills
Equities, Equity Derivatives, Market Risk, Fixed Income, Financial Risk, Capital Markets, Portfolio Optimization, Credit, Bloomberg, Interest Rate..., Investment Banking, Derivatives, Quantitative Finance, Credit Derivatives, Structured Products
Education
Columbia University 2008 — 2009
Masters, Mathematics
Indian Institute of Technology, Delhi 2001 — 2005
B.Tech
Bank of America April 2004 - Present
Bristol Meyers Squibb 2003 - 2004
ASANet Worldwide 1995 - 2004
The Bank of New York 2000 - 2002
Merrill Lynch 1995 - 1999
Novartis 1990 - 1995
Bellcore 1987 - 1990
AT&T 1982 - 1987
Self Employeed 1977 - 1982
Skills
XML, Software Development, Requirements Analysis, Databases, Oracle, Information Architecture, Data Warehousing, Microstrategy, Java Enterprise Edition, Sybase, Project Management, Weblogic, Testing, DB2
Education
Indian Institute of Science 1977 — 1979
MS, Automation
Indian Institute of Technology, Kharagpur 1972 — 1977
B tech, Electronics & Electrical Communications
O'Bryan Commodities Senior Account ExecutiveO'Bryan CommoditiesFebruary 1994 - Present
Merrill Lynch 1995 - 1997
Skills
Capital Markets, Options, Trading, Commodity, Derivatives, Hedging, Financial Markets
Education
Illinois State University 1988 — 1992
bs, Finance
Merrill Lynch 1998 - Present
Telcap Investments 1994 - 1996
Procter & Gamble 1993 - 1994
Skills
Corporate Finance, Capital Markets, Mergers, Banking Relationships, Client Development, Valuation, Due Diligence, Private Equity, Financial Modeling, LBO, Investments, Investment Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, GPA 4.0 (ranked first among 327 MBA students)
Chartered Financial Analyst Institute 1995 — 1998
CFA, Investment Management and Finance
Indian Institute of Management, Ahmedabad 1991 — 1993
Post Graduate Diploma in Management, General Management, Finance
Sydenham College of Commerce and Economics 1986 — 1991
B.Com, Accounting, Commerce
PepsiCo April 2012 - Present
AT&T January 2011 - April 2012
Carter Bloodcare November 2005 - March 2010
Merrill Lynch March 2005 - October 2005
Pfizer June 2003 - December 2004
Bristol-Myers Squibb November 2001 - December 2002
Merrill Lynch June 1997 - August 2001
Merck March 1996 - June 1997
The Chase Manhattan Bank November 1989 - April 1995
Citibank April 1984 - November 1989
Skills
Goldengate, Informatica, Oracle, PL/SQL, Erwin
Education
Indian Institute of Technology, Delhi 1979 — 1981
M. Tech, Systems & Management
Indian Institute of Technology, Delhi 1974 — 1979
B. Tech, Electrical Engg.
Brigade Capital Management November 2012 - Present
Merrill Lynch March 2006 - November 2012
Morgan Stanley April 2004 - February 2006
Goldman Sachs April 2000 - March 2004
Skills
Hedge Funds, Equities, Investments, Trading, Commodity, Mergers
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA (Honors), Finance, Economics
Indian Institute of Technology, Bombay
BS/MS, Chemical Engineering
U.S. Bank November 2012 - Present
Exchange Club of Naperville 2013 - 2013
Union Bank April 2010 - November 2012
First National Bank of Omaha 2007 - 2009
Fifth Third Bank 2002 - 2007
LaSalle National Bank June 1995 - June 2002
ABN AMRO Bank N.V. January 1991 - January 1995
Merrill Lynch 1984 - 1989
Skills
Credit Cards, Financial Services, Capital Markets, Product Management, Team Building, Selling, Banking, Commercial Banking, Credit, Commercial Lending, Cash Management, Treasury Management, Portfolio Management, Corporate Card, Payments, Finance, Risk Management, ACH, Investments, Leadership, Internet Banking, Strategy, Electronic Payments, Sales, Treasury Services, Business Development, Treasury, Loans, Small Business Lending, Fixed Income, Financial Institutions, Credit Analysis, Relationship Management, Credit Risk, Financial Risk, Consumer Lending, Retail Banking, Operational Risk..., Liquidity Management, AML, Operational Risk, Mortgage Lending, Loan Origination, Debit Cards, Private Banking, Lines Of Credit, Core Banking, FX Options, Trade Finance, Asset Based Lending
Education
Illinois State University 1979 — 1983
Bachelor, Science Business Administration
Wheaton North High School 1975 — 1979
Charles Schwab December 2013 - Present
Scottrade March 2010 - July 2012
Computer Research, Inc. (acquired by Scottrade March 2010) July 2007 - March 2010
Comprehensive Software Systems February 2002 - June 2007
Fiserv Correspondent Services Corp. November 2000 - December 2001
American Fronteer Financial Corp May 1998 - November 2000
Merrill Lynch December 1997 - May 1998
MultiSource Services January 1989 - December 1997
LIT America 1986 - 1989
Skills
Equities, Financial Services, Business Analysis, Product Management, SDLC, Fixed Income, Process Improvement, Risk Management, Strategic Planning, Software Project..., Back Office, Business Strategy, Business Architecture, Cost Basis Reporting, Front Office Support, Quality Assurance, Securities, Cross-functional Team..., Business Process, Strategy, Analysis, Corporate Actions, Settlement, Product Development, Requirements Analysis, Start-ups, Software Development, Requirements Gathering, Leadership, Business Requirements, Management, Mutual Funds, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Trading, Options, Electronic Trading, Series 7, Vendor Management, Trading Systems
Education
Illinois State University 1979 — 1983
B.S., Finance & Economics
Banerasoft Inc., 2011 - Present
ZTEC Ventures 2006 - 2010
NOTION Music, Inc. 2003 - 2006
Hewlett-Packard Financial Services 2001 - 2003
Bank of America 2000 - 2001
FiTech Systems, Inc. 1996 - 2000
Hanesbrands Inc. 1992 - 1996
Winston-Salem State University 1992 - 1996
Wachovia 1990 - 1992
Merrill Lynch 1989 - 1990
Skills
Software Development, Data Warehousing, SaaS, C#, SDLC, Start-ups, Product Management, Databases, Product Development, SOA, Business Development, Leadership, Project Management, E-commerce
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Indian Institute of Technology, Kanpur 1981 — 1983
M. Tech, Industrial & Management Engg.q
Merrill Lynch November 2009 - Present
Meritum Partners 2008 - April 2010
JPMorgan Wealth Management 2006 - 2007
JPMorgan Chase 2003 - 2006
Cisco 2000 - 2003
Bain & Company 1997 - 2000
People's Bank 1990 - 1995
Skills
Strategy, Management Consulting, Product Management, Cross-functional Team..., Business Strategy, Analytics, Business Development, Financial Services
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Strategy
Indian Institute of Technology, Kanpur 1979 — 1984
B. Tech., Electrical Engineering
VerdeEn Chemicals April 2013 - Present
Managed Futures Start-up October 2010 - April 2013
Merrill Lynch March 2007 - September 2010
The MathWorks April 2006 - August 2006
Skills
New Business Development, Corporate Finance, Equities, Trading Systems, Derivatives, Quantitative Finance, Technical Analysis, Financial Modeling, Hedging, Trading, Trading Strategies, Fixed Income, Management, Options, Commodity, Hedge Funds, Quantitative Analytics, Strategy, Valuation, Risk Management, Capital Markets, Business Strategy, Structured Products, Start-ups, Quantitative Investing
Education
Texas A&M University 2002 — 2007
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Indian Institute of Technology, Bombay 1997 — 2002
B.S and M.S, Mechanical Engineering
Merrill Lynch June 2014 - Present
Northwestern Mutual May 2013 - June 2014
COUNTRY ® Financial January 2010 - May 2013
CMS Insurance Agency April 2005 - December 2009
GE Medical Protective June 2002 - April 2005
ISMIE May 1991 - June 2002
Skills
Sales Presentations, Analysis, Insurance, Professional Liability, Property & Casualty...
Education
Illinois State University 1986 — 1990
B.S., Political Science
Palatine
RGP September 2014 - Present
UBS Investment Bank March 1988 - June 2014
Thomson Reuters February 1987 - March 1988
Merrill Lynch October 1984 - August 1986
Skills
Fixed Income, Credit Derivatives, Product Control, Investment Banking, Financial Risk, Bonds, CDS, Capital Markets, Equities, Derivatives, Structured Products, Hedge Funds, Alternative Investments, Commodity, Portfolio Management, Asset Management, Trading Systems, Market Risk, Interest Rate..., Swaps, Financial Markets, Middle Office, FX Options, Credit Risk, Structured Finance, Equity Derivatives
Education
New York University 1981 — 1986
Bachelor of Science, Actuarial Science
Universidad Complutense de Madrid 1985 — 1985
Imperial College London
Southwest Securities January 2013 - Present
Espirito Santo Investments June 2010 - February 2011
Merrill Lynch June 1976 - January 2009
Education
Immaculata University
B.A., Sociology
Pace University - Lubin School of Business
M.B.A., Finance
IBM ConsultantNJ Judiciary2006 - 2011
WellPoint 1999 - 2001
Merrill Lynch 1997 - 1999
PwC 1996 - 1999
Syntel 1993 - 1996
Tata Consultancy Services July 1988 - April 1993
Education
Indian Institute of Management, Bangalore 1986 — 1988
Osmania University 1982 — 1986
BE, Electronics and Communication Engineering
Prutech Solutions Inc. February 2002 - Present
PruTech Solutions, Inc. March 2000 - Present
JPMorgan Chase February 2013 - September 2013
Bank of America June 2006 - February 2008
Wachovia, A Wells Fargo Company February 2004 - December 2004
Merrill Lynch June 1996 - May 2002
Skills
Investment Banking, Asset Management, Retail Banking, Data Services, Data Modeling, Data Standards, Business Strategy, Business Analysis, Business Process..., Project Management, Career Counseling, Fixed Income Analysis, Banking, Capital Markets
Education
Indian Institute of Technology, Bombay 1979 — 1983
Ph.D., Mathematics
Universal Technical Institute October 2013 - Present
Anthem Institute June 2009 - July 2012
Educational Data Systems Inc, September 2006 - September 2007
Dowingtown School District August 1999 - June 2006
Vanguard September 1991 - September 1992
Merrill Lynch January 1989 - February 1990
Skills
Project Management, Corporate Training, Management, Staff Development, Conflict Resolution, Career Counseling, Admissions, Career Development, Student Affairs, Resume Writing, CampusVue, Program Development, Accreditation, Customer Service, Educational Leadership, Campus, Job Search, Employee Training, Interviews, Recruiting
Education
Immaculata University
BA, Human Performance Management 2005
MSI (Mortgage Services III, LLC) November 2013 - Present
Mortgage Services III January 2010 - Present
Mortgage Services III, LLC June 2007 - January 2010
Merrill Lynch December 2004 - June 2007
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, FHA, FHA financing, USDA, Reverse Mortgages, Loans, Credit, Wholesale Lending, Underwriting, VA loans, Banking, Mortgage Underwriting, Certified Mortgage..., Loss Mitigation, Construction Loans, Investment Properties
Education
Illinois State University 1984 — 1989
BS, Economics
Russell Reynolds Associates 1999 - 2001
Merrill Lynch 1995 - 1998
RBC Capital Markets 1994 - 1996
Skills
Talent Acquisition, Executive Search, Talent Management, Finding the best..., Management Consulting, Investment Banking, Mergers & Acquisitions, Financial Services, Business Development, Private Equity, Mergers, New Business Development, Corporate Finance, Business Strategy, Start-ups, Strategic Planning, Strategic Partnerships, Change Management, Due Diligence, Restructuring, Venture Capital
Education
Imperial College London 2003 — 2005
Doctor of Medicine (M.D.), Medicine
London Business School 1994 — 1996
MBA, Finance
University of Toronto 1987 — 1992
Honours BA, Economics & Commerce
University of Calgary
Merrill Lynch October 2011 - Present
JPMorgan Chase April 2011 - October 2011
Morgan Stanley January 2005 - March 2011
Skills
Onboarding, Succession Planning, Recruiting, Employee Engagement, Executive Support, Executive..., Administrative..., Administrative Work, Office Administration, Event Planning, Financial Services, Human Resources, Leadership, Management, Microsoft Office, Options, Organizational..., Public Speaking, Strategic Planning, Editing, Project Management
Education
National Theater Institute 1998 — 1998
Acting
Illinois Wesleyan University
Bachelor of Fine Arts (BFA), Theatre/Theater, English
Rutgers University
Master of Fine Arts (MFA), Acting
Accuity July 2014 - Present
Accuity February 2014 - Present
Cyberminds Inc July 2009 - Present
BankersAccuity April 2011 - January 2014
Merrill Lynch May 2010 - April 2011
CME Group July 2007 - May 2009
Bank of America August 2006 - July 2007
United Airlines January 2005 - August 2006
QuadraMed November 2003 - January 2005
Signature Domains Inc June 2001 - October 2003
Skills
Project Governance, Agile Methodologies, SDLC, Scrum, UML, SOA, Enterprise Architecture, Hibernate, Spring, Microsoft SQL Server, Java, JSP, Struts, EJB, Web Development, J2EE Application..., Cloud Computing, Web Services, Enterprise Software, Oracle, Agile Project Management, Software Project..., Spring Framework, Java Enterprise Edition
Education
Indian Institute of Science 1996 — 1998
Master of Engineeing, Electrical Engineering
Jawaharlal Nehru Technological University 1992 — 1996
Bachelor of Technology (BTech), Electrical and Electronics Engineering
The PrivateBank and Trust Company August 2011 - Present
The Federal Deposit Insurance Corporation April 2010 - August 2011
MB Financial Bank July 2004 - December 2009
LaSalle Bank January 1994 - June 2004
Boulevard Bank 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Financial Services, Credit, Commercial Mortgages, Financial Analysis, Risk Management, Asset Based Lending, Credit Analysis, Commercial Real Estate, Portfolio Management, Investments, Software Documentation, Underwriting, Small Business Lending, Mortgage Lending, Loan Origination, Asset Management, Capital Markets, Financial Risk, Finance, Treasury Management, Financial Structuring, Credit Risk
Education
Illinois State University 1980 — 1984
Bachelors, Finance
AlphaEngine Global Investment Solutions, LLC March 2010 - Present
Campbell & Co March 2004 - March 2010
FX Concepts September 2001 - March 2004
Caxton Associates June 1999 - September 2001
Merrill Lynch August 1994 - June 1999
Skills
FX Options, Equities, Options, Portfolio Management, Derivatives, Trading, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Bloomberg, Electronic Trading, Trading Systems, Quantitative Finance, Equity Derivatives, Commodity, Asset Allocation, Currency, Trading Strategies, Equity Trading, Asset Management, Proprietary Trading, Global Macro, Technical Analysis, Hedging, Value Investing
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
M.B.A., Finance, Management
University of South Carolina-Columbia 1985 — 1987
M.S., Computer Science
Indian Institute of Technology, Bombay 1981 — 1985
B. Tech., Electrical Engineering
BAE Systems Applied Intelligence October 2009 - Present
Merrill Lynch December 2008 - October 2009
Mascon Global February 2008 - October 2009
Norkom Technologies April 2008 - December 2008
Mahindra Satyam September 2006 - December 2007
Interra Information Technologies (InterraIT) 2005 - 2006
Skills
Oracle, JBoss Application Server, Weblogic, Solution Architecture, Requirements Analysis, Websphere, Unix, SQL, XML, Enterprise Architecture, PL/SQL, Microsoft SQL Server, Mainframe, DB2, ETL, WebSphere
Education
Indian Institute of Technology, Delhi 2003 — 2005
M Tech, Systems Engineering
RVR&JC College of Engineering 1999 — 2003
B Tech, Electrical Engineering
Red Rock Information Security April 2015 - Present
Augeo Marketing December 2008 - March 2015
Merrill Lynch November 2001 - October 2008
Skills
Microsoft Exchange, Active Directory, Windows Server, Windows, Ubuntu, VMware ESX, Project Management, Disaster Recovery, Microsoft SQL Server, Vendor Management
Education
Illinois State University 1993 — 1998
Bachelor's degree, Business Administration, Management and Operations
Merrill Lynch 2011 - Present
National Securities 2010 - 2010
Skills
Series 7, Series 63, Series 65
Education
Illinois Wesleyan University 2006 — 2010
Schlumberger-Doll Research July 2011 - Present
Schlumberger-Doll Research February 2007 - June 2011
Schlumberger Abingdon Technology Centre July 2003 - December 2006
Schlumberger Cambridge Technology Centre January 2002 - June 2003
Imperial College London October 2000 - September 2001
Merrill Lynch October 1995 - September 1997
Skills
Operations Research, Optimization, Petroleum, Mathematical Modeling, Oilfield, Petroleum Engineering, Reservoir Management, Energy, Reservoir Simulation, Characterization, Mathematical Economics, Computational..., Computational..., Artificial Intelligence, Stochastic Optimization, Asset Evaluation, Uncertainty Analysis, Linear Programming, Programming Languages, Numerical Simulation, Numerical Analysis, Evolutionary Algorithms, Mathematical Finance, Artificial Lift, Gas Lift Optimization, Mathematical Programming, Oilfield Production, Matlab, Fortran, C/C++, Scientific Computing, Applied Mathematics, Optimizations
Education
Imperial College London 1997 — 2001
Ph.D., Electrical Engineering
The London School of Economics and Political Science (LSE) 1994 — 1995
M.Sc., Management Information Systems
Imperial College London 1990 — 1993
B.Eng., Electrical Engineering
Merrill Lynch September 2012 - Present
City of Peoria, Illinois 2009 - Present
Associated Bank November 2004 - September 2012
Peoria County Government November 2002 - April 2009
Integrity Mortgage Services October 2002 - November 2004
Transportation Management April 1995 - September 2002
Prudential Financial May 1984 - February 1995
Skills
Negotiation, Loans, Public Speaking, Budgets, Strategic Planning, Economic Development, Government, Customer Service, Program Management, Business Planning, Sales, Fundraising, Finance, Nonprofits, Analysis, Banking, Business Development, Business Strategy, Coaching, Community Development, Credit, Entrepreneurship, Event Planning, Financial Analysis, Human Resources, Leadership, Leadership Development, Management, Mortgage Lending, New Business Development, Organizational...
Education
Illinois State University
Bachelor, Business Administration
Benedict Language School
Winterthur, Switzerland, German Language Studies
Credit Suisse 2010 - Present
Credit Suisse 2008 - 2010
Credit Suisse 2004 - 2008
Merrill Lynch 1999 - 2004
Education
University of Cambridge 1998 — 1999
Master's Degree, Theoretical Physics and Applied Mathematics
Imperial College London 1995 — 1998
Bachelor's Degree, Theoretical Physics