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
Barclays Wealth and Investment Management November 2014 - Present
Merrill Lynch April 2012 - November 2014
Merrill Lynch July 2011 - April 2012
Skills
Entrepreneurship, Wealth Management, Sales Prospecting, Relationship Building, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Cold Calling, Estate Planning, Business Process..., Management, Training, Equity Research, Finance, Investments, Microsoft Office, Microsoft Excel, Customer Service, Financial Modeling, Leadership, Equities, Leadership Mentoring, Problem Solving, Team Leadership, Teamwork, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Certificate of Business Foundations, Business
Indiana University - School of Public and Environmental Affairs 2007 — 2011
Bachelor of Science (BS), Public Affairs
IMC financial markets & asset management September 2015 - Present
Eze Software Group January 2014 - January 2015
Eze Software Group/RealTick EMS November 2012 - January 2014
The Systems House January 2012 - May 2012
Indiana State University January 2012 - May 2012
Indiana State University August 2011 - May 2012
Merrill Lynch March 2011 - October 2011
Indiana State University August 2010 - May 2011
ADVICS NA June 2010 - May 2011
Skills
Financial Planning, Financial Analysis, Equities Trading, Portfolio Management, Technical Analysis, Risk Analytics, Sales, Analysis, Time Management, Finance, Strategic Financial..., CRM, Public Speaking, Leadership, Management
Education
Indiana State University - School of Business 2008 — 2012
BS, Finance
iStart Jax April 2014 - Present
CSX Technology January 2011 - Present
CSX March 2014 - February 2015
Merrill Lynch July 2009 - December 2010
SumTotal Systems June 2008 - May 2009
Keane July 1996 - May 2008
TISCO August 1993 - July 1995
Skills
Program Management, Project Management, Vendor Relationship..., Corporate FP&A, Management, Global Delivery, Software Development, Outsourcing, Customer Management, SDLC, Profitability Tracking, SaaS, Business Intelligence, Software Project..., CRM, Analysis, IT Strategy, PMP, Cloud Computing, Requirements Analysis
Education
University of North Florida - College of Business Administration 2010 — 2013
MBA, Finance
Indian Institute of Technology, Roorkee 1989 — 1993
BS, Computer Science
Educational Testing Service (ETS) 2012 - Present
Estate Valuations and Pricing Systems, Inc 2005 - 2012
Merrill Lynch 1996 - 2005
WebSci Technologies 1995 - 1996
Texas Instruments 1994 - 1995
Manipal Institute of Technology 1991 - 1992
Education
Indian Institute of Technology, Madras 1992 — 1994
Master of Science (MS), Computer Science
Mangalore University 1987 — 1991
Bachelor's Degree, Computer Science and Engineering
Payne Wealth Partners May 1997 - Present
Merrill Lynch September 1992 - May 1997
Old National Bank September 1990 - September 1992
Skills
Investment Strategies, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management..., 401k, Estate Planning, Strategic Financial...
Education
Indiana University - Kelley School of Business 1983 — 1987
Bachelors, Finance
Schroders July 2009 - Present
JPMorgan June 2007 - January 2009
Merrill Lynch June 2005 - May 2007
Warner Bros. June 2004 - August 2004
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg Software, Factset, Media Industries, Gaming Industry, Auto industry, Manage Client..., Investment Management, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Access, Finance, Investments
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Synduit July 2011 - Present
Brandentity LLC October 2009 - October 2011
Creating Wellness Alliance August 2008 - March 2010
Wellgenix Health March 2010 - 2010
Merrill Lynch June 2007 - July 2008
Silver Financial December 2006 - June 2007
Skills
Inspiration, Start-ups, Entrepreneurship, Social Media Marketing, Nutrition, Coaching, Public Speaking, Business Development, Email Marketing, Lifestyle, SEO, Small Business, Leadership, Executive Coaching, Fitness, Marketing, CRM, Brand Development, Wellness, Personal Development, Social Media, Integrated Marketing, Sales, New Business Development
Education
Indiana University - Kelley School of Business 2003 — 2006
BS, Marketing
Maranon Capital July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - January 2009
Skills
Financial Modeling, Valuation, Investment Banking, Analysis, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, LBO, High Yield, Private Equity, Due Diligence, Investments, Business Valuation, Capital IQ, IPO, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S, Major: Finance; Minors: Economics and Political Science
Investment Banking Institute 2009 — 2009
Finance
Accenture Interactive July 2015 - Present
Indiana University Kelley School of Business August 2014 - May 2015
Navigant May 2014 - August 2014
Hungry City Collective May 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Leadership, Spanish, Data Analysis, Event Management, Salesforce.com, Time Management, PowerPoint, Social Media, Team Leadership, SQL, Market Research, Microsoft Office, Customer Service
Education
Indiana University - Kelley School of Business 2014 — 2015
Master's Degree, Information Systems
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Information and Process Management, Senior
St. Ignatius College Prep 2006 — 2010
USAA June 2014 - Present
Rackspace, the Open Cloud Company February 2012 - May 2014
Rackspace, the Open Cloud Company December 2010 - January 2012
USAA May 2005 - November 2010
Tata Consultancy Services February 2001 - November 2010
Prudential Insurance June 2004 - April 2005
Merrill Lynch July 2001 - May 2004
Xerox Corporation February 2001 - July 2001
Skills
Banking, C++, COBOL, DB2, EAI, Enterprise Architecture, Integration, JBoss Application Server, Java, Java Enterprise Edition, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, Software Project..., Web Services, Weblogic, Websphere
Education
Indian Institute of Technology, Roorkee
Research
Indian Institute of Technology, Roorkee
Master's degree
Pondicherry University
Masters
Silver Jubilee Government Residential College, Kurnool, AP.
Bachelor of Science (B.S.)
Theranos Inc. July 2015 - Present
JD Strategies January 2015 - July 2015
JD Strategies March 2013 - January 2015
Adecco Staffing, USA September 2012 - December 2012
Indiana State University July 2010 - May 2012
Ivy Tech Community College May 2011 - August 2011
Merrill Lynch May 2011 - July 2011
Skills
Banner, Qualtrics, CSO, Microsoft Office, Access, Counseling, Photoshop, Event Planning, Customer Service, Research, Higher Education, Student Services, C++, SPSS, Problem Solving, Supervisory Skills, Custom Match, US Verify, LexisNexis, Kronos, TALX, Student Affairs, Temporary Staffing, Microsoft Excel, Time Management, Career Counseling, Organizational..., Career Development, Analysis, Payroll, New Hire Orientations, Screening, Psychotherapy, Recruiting, Resume Writing, College Recruiting, Leadership, Employee Relations, Applicant Tracking..., Interviews, Onboarding, Banners, Talent Acquisition, Human Resources, Technical Recruiting, Internet Recruiting, Temporary Placement, Interview Preparation, Staffing Services, Networking
Education
Indiana State University 2010 — 2012
Masters, Human Resource Development
Minnesota State University, Mankato 2006 — 2008
Bachelors of Science, Finance
Hooters May 2010 - August 2012
Merrill Lynch June 2011 - August 2011
Walgreens Pharmacy January 2009 - May 2009
Mishawaka Parks January 2007 - January 2009
Skills
Microsoft Excel, Organization, Promotional, Teamwork, Fast-paced, Fast Learner, Communication Skills, Self Management, Microsoft Office, Information Management, Process Management, Data Analysis, SAP
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Information and Process Management
Stay at Home Mom April 2015 - Present
Eaton Corporation May 2013 - April 2015
Eaton Corporation July 2012 - May 2013
Eaton Corporation March 2011 - June 2012
Marathon Petroleum Company October 2010 - February 2011
Marathon Petroleum Company June 2008 - October 2010
Eaton Corporation May 2007 - May 2008
Trentadue CPA Firm February 2006 - May 2007
Triple Crown Services May 2006 - August 2006
Merrill Lynch May 2006 - August 2006
Skills
Variance Analysis, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, General Ledger, Forecasting, US GAAP, Account Reconciliation, Fixed Assets, Accounting, Financial Analysis, Auditing, Internal Controls, Accounts Payable, Accounts Receivable, Internal Audit, Accruals, Financial Forecasting, Financial Statements, Journal Entries, Invoicing, Sarbanes-Oxley, Analysis, Finance, Financial Accounting
Education
University of Findlay 2009 — 2012
Master of Business Administration (MBA), Organizational Leadership
Indiana Institute of Technology 2005 — 2008
Bachelor of Science (B.S.), Accounting
UC Berkeley May 2013 - Present
University of California 2001 - 2012
Verizon 1994 - 2000
Merrill Lynch 1994 - 1994
IBM 1993 - 1993
Skills
Unix, Software Development, Enterprise Architecture, Agile Methodologies, Perl, Java Enterprise Edition, SQL, XML, Oracle, Java, Linux, PHP, JavaScript, CSS, HTML, Web Services, Apache SOLR, Microsoft Sharepoint, SOA, SDLC, Web Development, Architecture, Software Design, Web Applications, E-commerce, Software Project..., SharePoint, Requirements Analysis, Databases, PL/SQL
Education
Indian Statistical Institute
MStat (MS in Statistics)
Merrill Lynch May 1992 - Present
BRW Trading 1988 - 1992
Mellon Bank 1983 - 1988
Education
Indiana University - Kelley School of Business 1981 — 1983
MBA, Finance
Missouri Southern State University 1977 — 1981
Bachelor of Business Administration (BBA)
Coyote Logistics June 2014 - Present
Delta Delta Delta January 2011 - March 2014
Global Sales Leadership Society September 2011 - January 2014
Merrill Lynch May 2013 - September 2013
Students Offering Support - Indiana University Chapter December 2011 - January 2013
Indiana University Dance Marathon October 2011 - January 2013
Net Impact January 2011 - December 2011
Mr. & Dr. Walther May 2009 - August 2010
Sycamore Hills Swim and Racquet Club May 2007 - January 2010
Skills
Social Media, Marketing, Fundraising, Public Speaking, PowerPoint, Microsoft Excel, Management, Marketing Communications
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing & Supply Chain Management
Bishop Dwenger High School 2006 — 2010
Citi July 2013 - Present
Citi June 2012 - July 2013
Citi August 2008 - June 2012
Citi June 2006 - August 2008
Sage Hill Technologies, LLC June 2000 - January 2006
Infosys 2006 - 2006
Smith Barney 1996 - 2000
Merrill Lynch 1992 - 1996
Royal Insurance, RICOH, Herman's World of Sporting Goods, City of NY, Mutual of America, American 1982 - 1992
Skills
Capital Markets, Outsourcing, Business Strategy, Program Management, Process Improvement, Vendor Management, Software Development, Business Analysis, Compliance, SQL, Investment Management, Trading Systems, SDLC, Financial Services, Management, Strategy, Leadership, Portfolio Management, Relationship Management, Fixed Income, Banking, Investments, Equities, Product Management, Risk Management, Business Development, Finance, Trading, Executive Management, Asset Management, Cross-functional Team..., Back Office, Middle Office, Derivatives, Private Equity, Investment Banking, FX Options, Hedge Funds, Wealth Management, Analytics, Mergers & Acquisitions, IT Strategy, Project Portfolio..., Electronic Trading
Education
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Wells Fargo Advisors, LLC July 2005 - Present
Merrill Lynch October 2000 - July 2005
Merrill Lynch August 1994 - August 2000
Merrill Lynch April 1991 - August 1994
Merrill Lynch June 1984 - April 1991
Education
Washington University in St. Louis 2005 — 2007
Master of Business Administration (M.B.A.)
Indiana State University 1971 — 1973
Bachelor's degree, Finance, General
Endeavor Air March 2015 - Present
Merrill Lynch May 2014 - March 2015
US Navy August 1990 - October 2013
US Navy June 2010 - December 2012
US Navy 1990 - 2000
Skills
Aviation, Operations,..., Investments, Navy, Security Clearance, Military, Military Operations, DoD, Operational Planning, National Security, Command, Military Experience, Defense, Top Secret, Aviation, Weapons, Aircraft, Organizational..., Electronic Warfare, Force Protection, Tactics, Intelligence, Nuclear, Program Management
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA/MSF, Finance, 3.91
Old Dominion University - College of Business and Public Administration 2000 — 2002
Business Administration, Finance, Economics, Accounting, 3.993
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance June 2013 - August 2013
Indiana State University January 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Time Management, Customer Service, Underwriting, Sales, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Microsoft Office, Event Planning, Commercial Insurance, Research, Teamwork
Education
Indiana State University - School of Business 2010 — 2014
Bachelor's Degree, Insurance and Risk Management, Financial Planning, 3.95/4.0 GPA
J.P. Morgan June 2015 - Present
J.P. Morgan May 2014 - August 2014
Australia - City Community Tennis May 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Northrop Grumman Corporation January 2011 - June 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
Indiana Finance Authority August 2013 - Present
Ice Miller LLP May 2013 - August 2013
Merrill Lynch January 2011 - May 2011
Indiana State University August 2009 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Microsoft Office, Communication Skills, Editing, Microsoft Word, Outlook, Microsoft Excel, Legal Documents, PowerPoint, Legal Issues, Document Drafting, Research, Contract Drafting, Legislative Advocacy, Legislative Bill..., Policy, Due Diligence, Positive Team Player, Energetic Self-Starter
Education
Indiana University Robert H. McKinney School of Law 2011 — 2013
Juris Doctor (J.D.), 3.381/4.0, Top 25% of class
Indiana State University 2007 — 2011
Bachelor of Science (B.S.), Business - Financial Services, Overall: 3.808/4.0; Major: 3.955/4.0
Health Care REIT July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Highlands Tennis Club May 2011 - August 2011
Skills
Financial Modeling, Market Research, Financial Analysis, Valuation, Real Estate, Microsoft Office, Finance, Asset Management, Due Diligence, Real Estate Economics, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Real Estate and Finance
JPMorgan Chase & Co. December 2014 - Present
HSBC October 2013 - December 2014
Capital One (Formerly HSBC Cards USA) November 2010 - March 2013
University of Alberta September 2008 - November 2010
University of Cape Town May 2007 - July 2007
Merrill Lynch June 2006 - July 2006
Skills
Credit Risk, SAS, Statistical Modeling, Data Analysis, Analytics, Data Mining, Predictive Analytics, Financial Modeling, SAS programming, Matlab, Statistics, Business Process..., Business Analysis, Credit, Predictive Modeling
Education
University of Alberta 2008 — 2010
M.Sc., Process Control (Chemical Engineering)
Indian Institute of Technology, Madras 2004 — 2008
Bachelor of Technology, Chemical Engineering
ConvergEx Group January 2014 - Present
American Express September 2011 - January 2014
Credit Suisse February 2011 - September 2011
Merrill Lynch April 2009 - February 2011
UBS Investment Bank September 2007 - February 2009
Credit Suisse September 2005 - September 2007
Wells Fargo August 2004 - September 2005
Thomson Financial March 2004 - September 2004
Verizon February 2003 - March 2004
Skills
Web Services, C#, WinForms, WCF Services, Microsoft SQL Server, Oracle PL/SQL..., Rules Engines, Equities, Options, Payment Systems, Electronic Trading, WPF Development, LINQ, SDLC, WCF, Requirements Analysis, Agile Methodologies, PL/SQL
Education
IIT Roorkee 1994 — 1998
Bachelor of Engineering (B.Eng.), Engineering
Villanova University
Bordentown Township Planning Board memberBordentown TownshipNovember 2011 - Present
Merrill Lynch 1986 - 2008
United States Air Force February 1966 - December 1990
Skills
Equities, Investment Banking, Trading Systems, Fixed Income, Securities, Options, Derivatives, Asset Management, Trading, Alternative Investments, Commodity, Capital Markets, Financial Services
Education
Indiana State University 1974 — 1982
BS, Computer Science/Accounting
Merrill Lynch May 2015 - Present
Merrill Lynch September 2013 - Present
Harbeson, Fletcher and Bateh LLP, CPA December 2012 - May 2013
BCBGMAXAZRIAGROUP January 2011 - January 2012
Tijuana flats April 2010 - May 2011
Shindig Irish Restaurant and Pub May 2008 - December 2008
Indian River Community College April 2006 - May 2008
Skills
Accounting, Auditing, Tax, Microsoft Excel, Financial Accounting, Financial Reporting, Income Tax, Access, Account Reconciliation, Financial Analysis, General Ledger, Budgets, Bookkeeping, Internal Controls, Microsoft Office, Teamwork, Customer Service, Time Management
Education
University of North Florida - College of Business Administration 2010 — 2012
BBA, Accounting/ Finance Services
Indian River State College 2006 — 2007
Associate in Arts, Accounting
UBS July 2014 - Present
BNY Mellon April 2009 - June 2014
Merchant Cash and Capital LLC September 2008 - December 2008
Wells Fargo May 2007 - August 2007
Merrill Lynch May 2005 - August 2006
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's Degree, Finance
Millburn High School, NJ 2000 — 2004
McKinsey & Company December 2012 - Present
Bank of America June 2010 - May 2012
International Monetary Fund April 2009 - May 2010
Magnetar Capital July 2008 - March 2009
The Wharton School, University of Pennsylvania March 2008 - June 2008
Banc of America Securities July 2007 - February 2008
Merrill Lynch June 2002 - August 2002
Skills
Capital Markets, Econometrics, Corporate Finance, Operations Research, Strategy, Finance, Risk Management, Financial Economics, Asset Management, Quantitative Analytics, Monetary Policy, Asset Managment, Regulations, Financial Risk, Alternative Assets, Analytics, Equities, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Portfolio Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2007
PhD, Empirical Finance and Supply Chain Management
Stanford University 2000 — 2002
MS, Financial Engineering (MS&E)
Indian Institute of Technology, Madras 1996 — 2000
B.Tech, Naval Architecture
US Trust, Bank of America Private Wealth Management 2009 - Present
Wells Fargo Advisors 2003 - 2009
Prudential Financial 1999 - 2003
Merrill Lynch January 1994 - January 1999
Skills
Certified Financial..., Certified Trust and..., Chartered Life..., Accredited Asset..., Accredited Wealth..., Estate Planning, Private Banking, Trust Services, High Net Worth..., Wealth
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Rollins College
BA
Villanova University School of Law
JD
BUCHANAN HAULING & RIGGING June 2015 - Present
Fort Wayne Umpires / College Baseball Umpires Association January 2000 - Present
PAR North America August 2014 - June 2015
Tower Hill Trading January 2014 - August 2014
Howard Bailey Financial, Inc. February 2013 - June 2013
Raymond James May 2012 - November 2012
Merrill Lynch September 2011 - May 2012
TESCO Bus January 2011 - September 2011
Starcraft Bus May 2005 - December 2010
Skills
Retirement Planning, Series 7, Retirement, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Fixed Annuities, Key Account Development, Sales Management, Account Management, Sales Prospecting, Sales Presentations, Wealth Management, 401k, Mutual Funds, Equity Research, Equity Trading, Options Strategies, Stock Option, Long Term Care Insurance, Life Insurance, Strategy, Finance, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Business with Psychology Minor
Dekalb High School
Deloitte August 2012 - Present
ITW May 2011 - August 2011
Belgacom April 2011 - May 2011
Chicago Board of Trade May 2008 - August 2010
Merrill Lynch June 2008 - August 2008
David S. Levinson CPA January 2007 - March 2007
Skills
Auditing, General Ledger, Accounting, Valuation, Financial Analysis, Finance, Management, Portfolio Management, Financial Accounting, Financial Reporting, Data Analysis, Access
Education
Kelley School of Business, Indiana University 2010 — 2012
Master of Business Administration, Accounting: Financial Analysis
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting and Finance
Pegasus Investments May 2012 - Present
Equity One, Inc. May 2008 - December 2011
Kimco Realty Corporation March 2007 - May 2008
Merrill Lynch January 2004 - March 2007
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S., Business Process Managment/Operations Management
Barclays August 2013 - November 2014
AnalytixInsight March 2011 - July 2013
CreditSights June 2009 - September 2010
Merrill Lynch January 2002 - April 2009
Merrill Lynch August 1997 - January 2002
Education
The University of Texas at Austin 1995 — 1997
MBA
North Carolina State University 1992 — 1994
MS
Indian Institute of Technology, Madras 1988 — 1992
B.Tech.
Indiana University Kelley School of Business August 2014 - May 2015
Campus Tutoring Services February 2012 - May 2014
National Financial Partners June 2013 - August 2013
PwC May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Levy Restaurants May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Teamwork, Analysis, Financial Modeling, PowerPoint, Project Management, Financial Accounting, Team Leadership, SAP, IT Strategy, Public Speaking, Program Management, LoadRunner, Scripting, Tutoring, Process Improvement, Consulting, Market Research, Visual Basic, BPMN, Marketing, Access, Self-Service Business..., Data Analysis, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2015
Master's Degree, Information Systems, 3.8/4.0
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance & Operations Management, 3.7/4.0
New Trier High School 2006 — 2010
High School
Infosys Consulting Inc. July 2013 - Present
Infosys Consulting Inc. June 2010 - July 2013
Infosys Consulting Inc. May 2008 - May 2010
PricewaterhouseCoopers June 2007 - January 2008
Capgemini July 2005 - September 2005
Merrill Lynch June 2004 - August 2004
Skills
Strategy, Business Strategy, Analysis, Business Process, Financial Analysis, Outsourcing, Business Intelligence, Program Management, Management Consulting, Management, Acquisition Integration, Analytics, Cross-functional Team..., Customer Strategy, Customer Experience, Product Management, Project Portfolio..., Strategic Analysis, Pricing, Process Improvement, Integration, Mergers & Acquisitions, Project Management, Team Management, Consulting
Education
Indiana University - Kelley School of Business 2006 — 2008
MSIS, Information Systems
Indiana University - Kelley School of Business 2001 — 2005
B.S. in Business, Finance, Marketing and International Business
E*TRADE Financial January 2012 - Present
B & N Retirement Strategies, LLC July 2009 - December 2011
UBS Financial Services, Inc November 2004 - April 2009
Merrill Lynch October 2001 - September 2004
Fidelity Investments February 1987 - September 2001
Skills
Retirement Planning, IRA Rollover Capture, IRA Product Management, Sales Management, IRAs, Digital Marketing, Wealth Management, Financial Planning, Relationship Management, Annuities, 401k, Training & Development, Retirement Marketing
Education
Indiana University - Kelley School of Business
B.S., Finance
Andrean High School
JPMorgan Chase August 2009 - April 2010
SportsPlus of Terre Haute, dba. Beef ‘O’ Brady’s February 2006 - August 2009
Beef 'O' Brady's February 2006 - August 2009
Kemper CPA Group February 2009 - April 2009
Merrill Lynch July 2008 - August 2008
Education
Indiana State University - Scott College of Business 2004 — 2009
Bachelor's of Science, Accounting, Forensic Accounting, Management Information Systems
Terre Haute South Vigo High School 2000 — 2004
Core 40, General
United Airlines July 2013 - Present
KPMG July 2012 - July 2013
KPMG July 2010 - July 2012
Indiana University Bloomington August 2009 - August 2010
KPMG Advisory June 2009 - August 2009
Indiana University Bloomington - Kelley School of Business January 2006 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Business Analysis, Microsoft Office, Visio, Microsoft Excel, Data Analysis, SQL, SharePoint, IT Audit, Analysis, Management Consulting, Project Management, Sarbanes-Oxley Act, Information Security, Access, IT Strategy
Education
Indiana University - Kelley School of Business 2008 — 2010
MS, Information Systems
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Governors State University July 2008 - Present
Penn State Great Valley School of Graduate Professional Studies August 1999 - June 2008
AACSB 2005 - 2007
Merrill Lynch May 1997 - August 1999
Skills
Leadership Development, Higher Education, Leadership, Teaching, Student Affairs, Fundraising, Program Management, Public Speaking, Strategy, Curriculum Development, Entrepreneurship, Recruiting, Strategic Planning, Research, Student Development, Administration, Workshop Facilitation, Management, Program Development, Distance Learning, Career Development, Enrollment Management, E-Learning, Change Management, Community Outreach, University Teaching, Organizational..., Adult Education, Career Counseling, Data Analysis, Academic Administration, Instructional Design, Staff Development, Nonprofits, Grant Writing, Higher Education..., Academic Advising, Resume Writing, Curriculum Design, Student Recruiting, Admissions, Negotiation, Mentoring
Education
Indiana University - Kelley School of Business
DBA, Business
Indiana University - Kelley School of Business
MBA, Business
Indiana University Bloomington
AB, French, German, Urban Studies
Florida Power & Light February 2013 - Present
Videology Group September 2012 - February 2013
Florida School Choice Fund July 2011 - August 2012
Pragmatic Works April 2011 - May 2011
Infusion Technology February 2010 - March 2011
Oceanside Ten Management LLC February 2009 - February 2010
Acosta October 2008 - January 2009
Merrill Lynch August 2007 - October 2008
Matlen Silver 2007 - October 2008
University of Maryland School of Medicine April 2002 - August 2006
Skills
.NET, C#, Web Development, ASP.NET Web API, ASP.NET, Entity Framework, KnockoutJS, Microsoft SQL Server, LINQ, Bootstrap, jQuery, T-SQL, SQL, Database Administration, ASP.NET MVC, Database Design, IIS, Photography, Programming, Databases, JavaScript, Digital Photography, TFS, Web Services
Education
Indiana Institute of Technology 1991 — 1992
CIS
Baltimore Polytechnic Institute 1987 — 1991
Bank of America Merrill Lynch July 2006 - Present
Merrill Lynch November 2002 - July 2006
Merrill Lynch July 2001 - November 2002
Skills
Fixed Income, Series 7, Equities, Wealth Management, Securities Lending, Trading Systems, CDS, Electronic Trading, Prime Brokerage, Middle Office, Fixed Income Trading, Corporate Actions, Series 63, Equity Trading, Fixed Income Products, Credit, Bonds, Settlements, Trading, Securities, MS Word, Excel, Siebel, iGate, Bridge, Margin Bookkeeping, Stock Options, Restricted Stock, MS Powerpoint, Stocks, Margin, FINRA, ETFs, Mutual Funds
Education
Indiana State University 1975 — 1979
BS, Home Ec/Business
RBC Capital Markets November 2014 - Present
RBC Capital Markets July 2012 - October 2014
RBC Capital Markets June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business Administration with a focus on Finance, Cumulative GPA: 3.85 / 4.00
Merrill Lynch April 2013 - Present
SunTrust Bank July 2011 - June 2012
Kraft Foods June 2010 - July 2011
Skills
Series 7, Series 66, Customer Service, Time Management, Data Entry, Sales Presentations, Self-driven, Cash Handling Experience, Cold Calling, Inventory Management, 10 Key, Interpersonal..., Account Management, CRM, Sales, Microsoft Suites, Bookkeeping, Management, Pipeline Management, E-payments, Scheduling Tools, Instructor-led Training, Face to Face Sales, Customer Satisfaction, Marketing, Microsoft Office, Finance, Leadership, Banking
Education
University of North Florida - College of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Florida 2007 — 2009
Bachelor of Science, Economics
Indian River Community College 2004 — 2006
Associate of Arts (A.A.), Accounting
Black Bull Options June 2012 - Present
AGL Resources January 2011 - April 2012
Cleco Corporation October 2008 - November 2010
Charles Schwab February 2008 - October 2008
A.G. Edwards & Sons, Inc. May 2007 - September 2007
Brown Gibbons Lang & Company LLC May 2006 - September 2006
SUPERIOR SOUND July 1999 - December 2004
Merrill Lynch May 2003 - July 2003
ANMAR FOR DEVELOPMENT December 1996 - December 1998
Skills
Tactical Asset..., Asset Management, Corporate Finance, Financial Reporting, Mergers, Corporate Treasury, Valuation, Financial Modeling, Treasury Management, Asset Managment, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Analysis, Investment Banking, Equities, Finance, Trading, Management, Financial Analysis
Education
CFA Institute 2011 — 2014
Indiana University - Kelley School of Business 2004 — 2007
BS, Finance
Legacy Auction Services January 2008 - Present
Merrill Lynch 2004 - 2006
Education
Indiana State University 1993 — 1997
Manitoba Corporation December 2013 - Present
Florian Financial Group May 2014 - August 2014
Delta Sonic April 2013 - August 2013
Lancaster Recycling and Sales June 2012 - August 2012
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Time Management, Teamwork, Analysis, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Market Research, Customer Satisfaction, Data Entry, Quantitative Analysis, Coaching and Mentoring, Microsoft Word, Public Speaking, Microsoft Office, New Business Development
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance and Business Analytics, Sophomore
Williamsville East High School 2009 — 2013
Merrill Lynch June 2015 - August 2015
Malabar capital May 2014 - August 2014
Paranet May 2013 - August 2013
A&A Optical June 2007 - August 2012
Yavneh Academy of Dallas August 2008 - June 2012
Skills
Marketing, Strategic Planning, Microsoft Excel, Microsoft Word, Bloomberg, Finance, Management, Investments, Financial Analysis, People Skills, Inventory Management, Business Strategy, Bloomberg Terminal, Logistics, InDesign, Illustrator, Photoshop, SharePoint, Microsoft Office, PowerPoint, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2016
Finanace and Marketing
Yavneh Academy 2008 — 2012
High School Diploma, 4.0
Tate Insurance Group August 2010 - 2015
Merrill Lynch February 1997 - February 2000
Education
Roane State Community College
Associate's degree, Occupational Therapist Assistant
Indian River State College
IndCor Properties June 2014 - Present
PwC September 2012 - June 2014
Beta Alpha Psi December 2010 - December 2011
PNC May 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Kelley School of Business January 2009 - May 2009
Skills
Financial Accounting, Financial Reporting, Auditing, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Finance
Education
Indiana University - Kelley School of Business 2007 — 2012
B.S., Majors: Accounting and Finance Minor: Economics and Political Science
Indiana University Bloomington 2007 — 2012
BS, Accounting and Finance
The Pritzker Organization September 2015 - Present
Deutsche Bank Securities August 2013 - July 2015
Deutsche Bank Securities June 2012 - August 2012
Huron Consulting Group June 2011 - August 2011
4th Gear Consulting May 2011 - June 2011
Merrill Lynch May 2010 - July 2010
Crawford Interiors June 2007 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
BS in Business, Finance and Economic Consulting
BBVA Compass May 2011 - Present
CIT Healthcare July 2007 - June 2009
GE Healthcare FInancial Services 2005 - 2007
Merrill Lynch 2000 - 2005
Bank of Texas 1999 - 2000
Physician Reliance Network 1996 - 1998
Heller Financial 1992 - 1994
Citicorp 1985 - 1992
Security Pacific Bank 1984 - 1985
InterFirst Bank Dallas 1981 - 1984
Skills
Commercial Lending, Loans, Underwriting, Credit, Portfolio Management, Banking, Management, Mergers & Acquisitions, Commercial Banking, Finance, Cash Management, Asset Based Lending, Corporate Finance, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 1977 — 1981
BS, Finance
Rutgers University September 2011 - December 2012
Bloomberg LP June 2012 - August 2012
Merrill Lynch July 2010 - July 2011
Skills
VBA, Matlab, Bloomberg, C++, Derivatives, Quantitative Finance, Commodities, R, Stochastic Calculus, JavaScript, C, XML Schema, Databases, Trading, Monte Carlo Simulation, Microsoft Office, Commodity, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2012
M.S, Mathematical Finance
Indian School of Mines 2006 — 2010
B.Tech, Electrical Engineering
Deutsche Bank Securities March 2013 - Present
Merrill Lynch October 2008 - March 2013
Wachovia June 2004 - October 2008
Morgan Stanley September 2002 - June 2004
Skills
Portfolio Management, Capital Markets, Investments, Equities, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Indiana University - Kelley School of Business 1998 — 2002
B.S.
Marathon Consulting Partners, LLC January 2012 - Present
Associated Home Care, Inc. January 2012 - Present
May Advisors, LLC January 2003 - Present
McGladrey 2010 - 2011
Galbraith CPA Group, LLC 2003 - 2009
United States Army Reserve 1989 - 2005
Fortune Industries, Inc. August 2000 - December 2002
Raintree LLC 1999 - 2001
Merrill Lynch 1995 - 2000
PwC Consulting 1993 - 1995
Skills
Tax, Mergers, Restructuring, Accounting, Private Equity, Internal Controls, Finance, Cash Flow, Forecasting, Strategy, Risk Management, Budgets, SEC filings, GAAP, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Strategic Planning, Financial Accounting, Cash Management, Leadership, Human Resources, Management, QuickBooks, Executive Management, Small Business, Venture Capital, Process Improvement, Financial Audits, CPA, Banking
Education
Villanova University 2009 — 2009
Six Sigma Green Belt and Lean Six Sigma
Indiana University - Kelley School of Business 1985 — 1990
BS, Accounting and Finance
Standard Chartered Bank March 2015 - Present
Elite Hedge Fund December 2014 - January 2015
Stout Risius Ross July 2013 - June 2014
Ocean Tomo June 2012 - August 2012
Merrill Lynch May 2009 - June 2009
Skills
Financial Modeling, Finance, Research, Capital IQ, Analysis, Equity Valuation, DCF Valuation, Data Analysis, Microsoft Excel, Competitive Analysis, Excel, Bloomberg, Investment Banking, Business Valuation, PowerPoint, Writing, Analytical Skills, Intellectual Property..., Quality Control
Education
Indiana University - Kelley School of Business 2009 — 2013
B.S., Finance with Business Honors; Minor, Psychology
Training The Street
ADP February 2015 - April 2015
Scottrade October 2011 - August 2014
Scottrade September 2010 - September 2011
Merrill Lynch June 2010 - August 2010
Abercrombie & Fitch September 2006 - November 2007
Skills
Wealth Management, Series 7, Client Relations, Client Presentation, Team Leadership, Time Management
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Business Analytics, Corporate Innovation
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor of Science, Finance
Millennium Info Tech inc January 2002 - Present
Merrill Lynch 1994 - 2001
IBM June 1992 - August 1994
Education
Rutgers University – Camden
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Madras
MS, Electrical Engineering
Osmania University
Bachelor’s Degree, Electronics and Communications Engineering
Bonobos March 2015 - Present
AYR August 2013 - March 2015
Bonobos August 2012 - August 2013
Bonobos July 2011 - August 2012
Bonobos June 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Education
Universitat Pompeu Fabra 2010 — 2010
International Business
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Intl. Business
Oaktree Capital Corporation October 2014 - Present
AP McDonald and Co January 2012 - September 2014
Merrill Lynch June 2012 - April 2014
Greenline Financial Technologies September 2007 - November 2011
JPMorgan Chase March 2007 - September 2007
Mellon Bank September 2004 - November 2006
Sands Brothers Ltd September 2003 - September 2004
PwC January 2003 - April 2003
Skills
Asset Allocation, Investment Advisory, International Business..., Global Strategic..., Financial Management, Financial Analysis, Market Opportunity..., Prospect Research, Market Research, Electronic Trading, Accounting, Account Management, Equity Capital Markets, Derivatives, Contract Negotiation, Pricing Strategy, Pricing Negotiation, Portfolio Management, Competitive Analysis, Resource Management, Marketing Strategy, Risk Management, Strategic Planning, Fixed Income, Business Development, Hedge Funds, Options, CRM, Managerial Finance, Capital Markets, Market Data, Trading Systems, Trading, Emerging Markets
Education
Indiana University - Kelley School of Business 2011 — 2014
MBA Candidate, Finance - International Business
Michigan State University 2000 — 2003
BA, Eli Broad College of Business - Accounting Major - Minor Economics
Orchard Lake St. Mary
The Heritage Group August 2014 - Present
The Heritage Group November 2012 - August 2014
Heritage Environmental September 2011 - November 2012
Plug and Play Tech Center May 2010 - November 2010
WisdomTools October 2002 - May 2010
Automotive Training Managers Council 2005 - 2009
Merrill Lynch May 2000 - October 2002
Apple Inc. 1997 - 2001
PowerConsulting LLC 1997 - 2001
Ernst & Young 1999 - 1999
Skills
Business Development, Strategic Partnerships, Product Marketing, Entrepreneurship, Social Media Marketing, Strategic Planning, Product Development, P&L Management, Leadership, Negotiation, Program Management, Strategy, CRM, Product Management, Competitive Analysis, Start-ups, Cross-functional Team..., Business Strategy, Business Planning, Corporate Development, Market Research
Education
Indiana University - Kelley School of Business
MBA, Corporate Innovation & Marketing
Indiana University Bloomington
Bachelor of Science, Computer Information Systems
Park Tudor School
Indiana University Auditorium August 2014 - Present
Eli Lilly and Company May 2015 - July 2015
Bank of Ireland June 2014 - July 2014
Wulber CPAs, LLC June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Skills
Community Service, Athletics, Teamwork, Leadership, Communication, Management, Social Media, Data Analysis, Social Networking, Team Leadership, Microsoft Excel, Time Management, Public Speaking
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Zionsville Community High School 2008 — 2012
Academic Honors Diploma
EY August 2015 - Present
EY October 2014 - July 2015
Ernst & Young January 2013 - September 2014
Indiana University School of Optometry May 2010 - August 2012
Merrill Lynch June 2011 - August 2011
Ernst & Young January 2011 - March 2011
Stifel Nicolaus May 2009 - January 2010
Kemper CPA Group LLP June 2007 - August 2008
Skills
Excel, Word, Outlook, Salesforce.com, Thomson One, Microsoft Excel, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Merrill Lynch January 2014 - Present
Merrill Lynch August 2010 - January 2014
GE Capital September 2005 - February 2009
GE Capital 2003 - 2005
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance; Accounting; Economics
Indiana University - Kelley School of Business 1999 — 2003
B.S., Computer Information System; Business Process Management
UBS December 2008 - Present
Merrill Lynch July 2007 - December 2008
Education
Indiana State University 2011 — 2013
Master of Arts (M.A.), English Literature (British and American Literature)
Indiana State University
Bachelor of Science (B.S.), English
Merrill Lynch June 2014 - August 2014
The Pink Box August 2012 - August 2014
Indian Hill High School August 2012 - June 2013
Indian Hill High School August 2011 - June 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Sales, Social Media, Leadership, Team Leadership, Finance, Event Planning, Access
Education
Indiana University - Kelley School of Business 2013 — 2017
Indian Hill High School 2009 — 2013
Diploma with Honors
Valeo Financial Advisors LLC August 2015 - Present
Merrill Lynch January 2015 - May 2015
Innovation to Enterprise Central September 2013 - May 2014
Simons Bitzer & Associates January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java, HTML
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Merrill Lynch June 2015 - August 2015
Hotel Fort Wayne September 2014 - May 2015
Ann Arbor Country Club Inc March 2012 - August 2014
Skills
Computer Security, IT Service Management, Public Speaking, Bartending, Food & Beverage, Customer Service, Inventory Management
Education
Indiana Institute of Technology 2013 — 2017
Dexter High School 2009 — 2013
Merrill Lynch September 2012 - Present
Towers Watson June 2011 - September 2012
Intel Corporation May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Oracle, Quantitative Analytics, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, Finance, Financial Modeling, Portfolio Management, Management, Marketing, Social Media, Leadership, Customer Service, Investments, PowerPoint
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Fremd High School 2003 — 2007
High School
Cobblestone Business Connections, LLC March 2015 - Present
Young Ideas, dba May 2010 - Present
Merrill Lynch August 2012 - December 2013
Georgetown Charter Township February 2012 - November 2012
Charter Communications October 2006 - April 2010
Commercial Loan/Business Strategy Adviser January 2005 - October 2006
Independent Bank 2004 - 2004
Flagstar Bank May 2002 - December 2003
Comerica Bank 2000 - 2002
Huntington National Bank 1999 - 2000
Skills
Banking, Loans, Strategic Planning, New Business Development, Competitive Analysis, Financial Analysis, Customer Satisfaction, Commercial Lending, Leadership, Integrity, Inter-personal, Team Leadership, Commercial Banking, Management, Sales Management, Strategic Thinking, Sales Presentations, Business Strategy, Life Insurance, Business Analysis, Sales, Account Management, Customer Service, Disability Insurance, Business Relationship..., Competitive Intelligence, Commercial Mortgages, Real Estate Economics, Finance, Drive for Results, Financial Management, Competitive Strategies, Capital Markets, Relationship Development, Prospects, Innovation Management, Small Business Lending, Marketing, Business Networking, Commercial Real Estate..., Commercial Real Estate, Overseas Experience, Social Networking, Commercial Finance, Real Estate Finance, Petroleum Geology, Corporate Lending, Middle Market, Portfolio Management, Investments
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Michigan State University 1976 — 1981
BS, Geologic Sciences
Okta, Inc. February 2014 - Present
Okta, Inc. December 2012 - January 2014
Corporate Executive Board June 2012 - October 2012
DVAEYC February 2012 - May 2012
University of Pennsylvania: International Programs Department June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Ding Hao Chinese School of the CCAGP September 2005 - July 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Marketing and International Business
Richmond, The American International University in London
The Thompson Wealth Management Group of RBC Wealth Management October 2014 - Present
Merrill Lynch April 2004 - October 2014
V4 Consulting 1999 - 2002
Ernst & Young 1994 - 1999
Skills
Financial Analysis, Asset Management, Financial Modeling, Fixed Income, Investments, Series 7, Strategic Financial..., Strategic Planning, Financial Planning, Leadership
Education
Indiana University - Kelley School of Business 1989 — 1994
BS, Accounting, Finance
Avison Young September 2015 - Present
Cushman & Wakefield Cornerstone Commercial January 2012 - September 2015
Cassidy Turley May 2005 - January 2012
Companhia Siderurgica Nacional, LLC March 2005 - May 2005
Merrill Lynch January 2005 - May 2005
Thompson's Motorsports August 2002 - March 2005
Skills
Brokerage, Asset Managment, Real Estate, Leases, Negotiation, Investment Properties, Financial Analysis, Selling, Business Development
Education
Indiana State University 2001 — 2005
B.S., Finance
Humana August 2014 - Present
Humana June 2011 - August 2014
Humana April 2007 - June 2011
Louisville Visual Art Association May 2003 - February 2005
Discover Consulting January 2000 - April 2002
Merrill Lynch March 1993 - May 1999
Skills
Change Management, Strategic Planning, Management Consulting, Leadership, Public Relations, Strategy, Strategic Communications, Leadership Development, Marketing Communications, Mergers & Acquisitions, Human Resources, Recruiting, Project Management, Management, Healthcare, Nonprofits, Training
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S., Marketing
Indiana University Bloomington 1982 — 1986
B.S., Marketing
Bowld Foods July 2014 - Present
Evolve Media, LLC January 2013 - June 2014
Evolve Media, LLC / Gorilla Nation Media January 2012 - December 2012
Evolve Media, LLC / Gorilla Nation Media July 2010 - December 2011
Indiana University Field Hockey August 2008 - July 2010
Gorilla Nation Media June 2009 - August 2009
Sothebys International Realty May 2007 - August 2007
Merrill Lynch May 2005 - September 2005
Skills
Microsoft Excel, comScore, Microsoft Office, DART for Publishers, Google Analytics, Salesforce.com, PowerPoint, New Business Development, Business Development, Corporate Development, Marketing Strategy, Business Strategy, Salesforce, Adobe Creative Suite, adops, Marketing, Blogging, Digital Media, Online Advertising
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Indiana University - Kelley School of Business
BS, Marketing, Sports Marketing and Management, 3.7
Danish Institute for Study Abroad
International Business
University of Melbourne
International/Global Studies
Harvard Westlake High School
Merrill Lynch May 2015 - Present
EverGreen Recreational Vehicles, LLC. May 2013 - August 2013
Brunos Pizza June 2010 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Investment Management, Social Media, Teamwork, Marketing, Time Management
Education
Indiana University - Kelley School of Business 2012 — 2016
Finance, General
Merrill Lynch March 2011 - July 2011
Steuben County Prosecutors Office August 2009 - December 2009
Skills
Microsoft Office, Oral Communications, Writing Skills
Education
Indiana Institute of Technology 2010 — 2012
MBA, Business Administration/HR, 3.97
Ohio Northern University—Claude W. Pettit College of Law 2006 — 2009
JD, Law
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (BS), Criminal Justice/Psychology
Drawbridge, Inc. August 2013 - July 2014
Quantcast October 2012 - September 2013
Quantcast April 2011 - September 2012
Merrill Lynch July 2009 - March 2011
ReelLife Music January 2007 - April 2009
Procter & Gamble April 2006 - March 2007
Pfizer Pharmaceuticals May 2004 - August 2005
Skills
Online Advertising, Sales, Display Advertising, SEM, Digital Media, Advertising, Business Development, Direct Response, Salesforce.com, Management, Marketing, Mobile Advertising, Digital Marketing, Strategy, CRM, Mobile Devices, New Business Development, Leadership, Cross-functional Team..., Cold Calling, Email
Education
Indiana University - Kelley School of Business 2001 — 2006
BS, Finance
North Central High School
Merrill Lynch August 1976 - Present
Skills
Securities, Fixed Income, Investments, Equities, Capital Markets, Series 7, Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Investment Advisory, Strategic Planning, Financial Analysis, Public Speaking, FINRA, Series 63
Education
Indiana State University
Bachelor's degree, Political Science and Government
Indiana State University
Bachelor's degree, Economics
University of Miami School of Law
Doctor of Law (JD), Law
Bank of America February 2013 - Present
Bank of America May 2010 - February 2013
Bank of America November 2007 - May 2010
Public Employees Retirement Fund (PERF) 2008 - 2009
Bank of America May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Six Sigma, Project Management, Change Management, Leadership, Risk Management, Process Improvement, SharePoint, Operations Management, Project Planning, Business Process..., Training, Microsoft Office, Time Management, Integration, Process Management, Visio, Data Analysis, Forecasting, Problem Solving, XP, MS Project, Agile Methodologies, User Acceptance Testing, Facility Closures, Cross Functional Team..., Management, Information Technology, Strategic Planning
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration
Purdue University 2003 — 2007
College of Technology, Oranizational Leadership
Brebeuf Jesuit 1999 — 2003
SPX
Grainger September 2013 - Present
Grainger September 2011 - September 2013
Citi June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Data Analysis, SAP, Business Analysis, Process Improvement, Financial Analysis, Visio, Microsoft Excel, Microsoft Office, Vendor Management, Accounting, Access, SQL, Teradata SQL
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.Sc.) in Business, Finance and Accounting
Indian High School, Dubai
Toys R Us January 2015 - Present
Toys R Us May 2013 - January 2015
Toys R Us August 2011 - May 2013
Toys "R" Us June 2010 - August 2011
Pfizer May 2009 - August 2009
Merrill Lynch October 2004 - August 2008
Skills
Financial Modeling, Financial Analysis, Budgets, Wealth Management, Asset Allocation, Omnichannel, E-commerce, Corporate Finance, Forecasting, Strategic Financial..., Analytics, Portfolio Management, Analysis, Investments, Financial Planning, Competitive Analysis, Management, Leadership
Education
University of St.Gallen 2010 — 2010
MBA, ISP
Indiana University - Kelley School of Business 2008 — 2010
MBA, corporate finance, strategic management
Miami University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch May 2014 - August 2014
Hallbrook Country Club August 2012 - August 2013
Waterway Carwash April 2012 - August 2012
Skills
Communication, Work Ethic, Highly Motivated, Spanish, Persuasiveness
Education
Indiana University - Kelley School of Business 2013 — 2017
Blue Valley North High School 2009 — 2013
BDO USA, LLP June 2015 - Present
Indiana University August 2012 - Present
New York-Presbyterian Hospital June 2013 - August 2013
Merrill Lynch July 2013 - July 2013
The Village Club May 2012 - August 2012
PSCH May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership, Access, Data Analysis, Databases, Social Media, Tutoring, Volunteering, Facebook
Education
Indiana University - Kelley School of Business 2012 — 2016
Accounting and Finance
UCSD 2010 — 2010
PNC January 2012 - Present
PNC Financial Services Group August 2010 - February 2012
PNC June 2005 - August 2010
LaSalle Bank October 2004 - May 2005
Merrill Lynch June 2000 - October 2004
Skills
Loans, Underwriting, Commercial Lending, Credit, Small Business Lending, Financial Analysis, Banking, Commercial Banking, Credit Analysis, Financial Modeling, Portfolio Management, Finance, Risk Management, Corporate Finance, Capital Markets
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance
University of Evansville 1996 — 2000
BS-Mathematics
Fisher Investments July 2015 - Present
Citi October 2012 - Present
Merrill Lynch 2008 - October 2012
Skills
Portfolio Management, Trading, Series 7, Equities, Securities, Financial Risk, Financial Services, Series 63, Wealth Management, Finance, Mutual Funds, Financial Markets, Investment Advisory, Retirement Planning, Investments, Fixed Income, Capital Markets, Proprietary Trading, Electronic Trading, Banking, Asset Managment, Retirement, Risk Management, Bonds, Strategic Financial..., Wealth Management..., Credit, Loans, 401k
Education
Indiana State University 1973 — 1977
BS, Science
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
UBS Wealth Management December 2008 - Present
Merrill Lynch October 1999 - December 2008
Education
Indiana State University 1987 — 1991
Bachelor of Science, Aerospace Technology, Business
Trendly April 2015 - Present
US Army June 2008 - Present
Mobilify Technology Inc. January 2014 - Present
Bearface Instructional Technologies LLC August 2014 - Present
Localstake February 2013 - June 2013
Merrill Lynch August 2011 - January 2012
Innovation to Enterprise Initiative August 2011 - December 2011
Kelley School of Business May 2011 - December 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
BS, Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
International Finance
Investment Banking Institute 2012 — 2012
City Real Estate Advisors, Inc. January 2015 - Present
City Real Estate Advisors, Inc. November 2013 - December 2014
Hamilton Center, Inc. June 2012 - October 2013
Beef 'O' Brady's February 2006 - June 2012
JPMorgan Chase August 2009 - May 2010
Kemper CPA Group February 2009 - April 2009
Merrill Lynch July 2008 - August 2008
Skills
Accounting, Financial Analysis, Financial Forecasting, Strategic Leadership, Accounts Payable, Accounts Receivable, Account Reconciliation, Process Improvement, Customer Relations, Customer Service, Inventory Management, Sales Management, Payroll, Business Planning, Sales
Education
Indiana State University - Scott College of Business 2010 — 2011
MBA, Business Administration
Indiana State University 2004 — 2009
Bachelor of Science, Accounting
ReBath Designs fo Indpls./Cabinetpak January 2011 - Present
Indianapolis Public Schools September 1975 - June 2005
The Indianapolis Star 1974 - 1975
Merrill Lynch June 1972 - September 1973
Education
Indiana University-Purdue University at Indianapolis 1977 — 1980
Masters +45, Education
Indiana State University 1969 — 1972
BS, Elementary Ed.
PNC January 2015 - Present
Merrill Lynch March 2007 - December 2014
Skills
Portfolio Management, Customer Service, Investments, Mutual Funds, Wealth Management, Finance, Leadership
Education
Indiana State University 1995 — 1999
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company March 2012 - December 2013
Collabera March 2012 - December 2013
Stonehenge Resources, LLC June 2009 - February 2012
Sanofi June 2009 - December 2011
Fidelity National Information Services September 2008 - June 2009
CSC Covansys Corporation October 2002 - June 2009
Merrill Lynch October 2002 - August 2008
Innotrex September 1999 - October 2002
BNY Mellon October 2000 - July 2002
Skills
SDLC, Enterprise Architecture, Software Project..., Requirements Analysis, Business Analysis, Resource Management, Agile Methodologies, SharePoint, .NET, Web Development, Intranet Portals, Visual Studio, TFS, ASP.NET, ASP, Microsoft SQL Server, C#, VB.NET, Visual Basic, IIS, Microsoft Office, Windows, Solution Architecture, Management, Integration, Visio, Software Development, Project Management
Education
Indian Institute of Technology, Roorkee 1994 — 1996
ME, Systems Engineering and Operations Research
Motilal Nehru National Institute Of Technology 1990 — 1994
BE, Electrical Engineering
RBC Capital Markets October 2009 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch May 2007 - January 2008
FXall April 2005 - April 2007
Wipro Technologies March 2001 - March 2005
3M July 2002 - December 2004
Skills
Fixed Income Pricing, Fixed Income Risk, US Rates Trading, Core Java, Directed Acyclic Graph, Spring, Fixed Income, SDLC, Software Project..., SQL, SOA, Oracle
Education
CFA Institute, USA 2008 — 2011
CFA, Finance
Indian Institute of Technology, Madras 1999 — 2000
M.Tech, Chemical Engg (specialized in Computational Fluid Dynamics)
University of Mumbai 1993 — 1998
BE, Chemical
Reis August 2006 - Present
Reis June 2005 - August 2006
Marcus & Millichap 2004 - 2005
A.G. Edwards & Sons, Inc. May 2003 - May 2004
Bradley Pharmaceuticals August 2002 - September 2002
Pentech International, Inc. June 2002 - August 2002
Merrill Lynch 1999 - 2000
Skills
Real Estate Economics, Commercial Real Estate, Real Estate, New Business Development, Investments, Financial Modeling, Sales, Financial Analysis, Real Estate Development, CRM, Capital Markets, Finance, Real Estate Financing, Real Estate Transactions, Due Diligence, Business Development, Market Research, Portfolio Management, Marketing, Excel models, Disposition, Analytics, Leases, Market Analysis, Asset Management, Corporate Finance, Loans, Microsoft Office, Contact Management, CMBS, Brokerage, Valuation, Commercial Mortgages, Sage CRM, Social Networking, sage slx, PowerPoint, GIS, Social Media, Product Development, Green Building, Direct Sales, Qualifying Prospects, Underwriting, Corporate Real Estate, Selling, Lyris, DocuSign, Strategic Prospecting, Salesforce.com
Education
New York University 2010 — 2012
MS, Real Estate Finance, 3.6
Indiana University - Kelley School of Business 2000 — 2004
B.S. Kelley School of Business, Marketing, 3.5
University of Sydney 2002 — 2002
Study Abroad Program through Butler University
Wayne Hills Highschool 1996 — 2000
Merrill Lynch October 1999 - Present
AG Edwards December 1996 - October 1999
Education
Indiana State University 1992 — 1996
Bright Hub LLC / BH Drilling August 2011 - Present
TT LLC March 2000 - Present
FSJ INC 2000 - Present
Ducks Unlimited 2001 - 2006
Bright Trading 2002 - 2004
Merrill Lynch June 1993 - March 2000
Skills
Financial Analysis, Equities, Hedge Funds, Investments, Options, Strategic Planning, Bloomberg, Fixed Income, Portfolio Management, Analysis, Asset Management
Education
Indiana University - Kelley School of Business 1995 — 1999
Indiana University Bloomington 1995 — 1999
Management
Indiana Academy for Math and Science 1993 — 1995
Math and Science
Elkhart Central 1991 — 1993
Roosevelt Elementary 1982 — 1992
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
T. Rowe Price 2010 - Present
CapitalSource 2006 - 2009
BMO Capital Markets 2004 - 2006
Merrill Lynch 2002 - 2004
Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship
Indiana University - Kelley School of Business
B.S., Finance. Accounting
Chartered Financial Analyst (CFA)
Avatar Securities, LLC May 2011 - August 2011
Briefing.com August 2007 - July 2010
Xerox September 2006 - March 2007
Merrill Lynch May 2006 - August 2006
Skills
Bloomberg, Equities, Asset Management, Corporate Finance, Equity Valuation, Financial Markets, Portfolio Management, Investments, Fixed Income, Finance, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Valuation, Capital Markets
Education
Indiana University - Kelley School of Business 2010 — 2011
N/A - Completed First Year of MBA Program, Finance
Rochester Institute of Technology 2003 — 2007
Bachelor's, Finance
State Street August 2015 - Present
Citi February 2001 - Present
Merrill Lynch 2000 - February 2001
Number Six 2000 - 2000
Chase Manhattan Bank 1998 - 2000
JP Morgan February 1996 - May 1998
Silverline Industry 1996 - 1997
Silverline Technologies 1996 - 1997
Skills
Trading Systems, SDLC, Business Analysis, Equities, Risk Management, Capital Markets, Management, Financial Services, Project Management, Fixed Income, Vendor Management, Software Project..., Portfolio Management, Derivatives, Requirements Gathering, Investment Banking, IT Strategy, Requirements Analysis, Software Development, PMO, Banking
Education
Indian Institute of Technology, Roorkee 1981 — 1983
UBS Investment Bank July 2010 - Present
Duff & Phelps May 2009 - July 2010
Merrill Lynch February 2007 - December 2008
Skills
Fixed Income, Derivatives
Education
New York University 2005 — 2007
M.S. Math in Finance, mathematical finance
Indian Statistical Institute 2003 — 2005
M.Math, Mathematics
St. Stephen's College 2000 — 2003
BA Hons., Mathematics
Cheniere Energy, Inc. July 2014 - Present
MRE Consulting October 2010 - August 2014
Calyon August 2009 - March 2010
Merrill Lynch November 2007 - May 2009
OpenLink Financial June 2005 - November 2007
DTE Energy May 2004 - March 2005
RWE Trading July 2002 - May 2004
JPMorgan Chase May 2001 - July 2002
Skills
Endur, Openlink, ETRM, Commodity Markets, Commodity, Trading Systems, C#, SQL, Derivatives, Microsoft SQL Server, Swaps
Education
Indian Institute of Technology, Madras 1992 — 1996
Bachelor of Technology (B.Tech.), Chemical Engineering
Dunn Meadow Pharmacy June 2015 - Present
PricewaterhouseCoopers August 2008 - January 2015
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Accounting, Due Diligence, Pharmacy, Managed Care, Pharmaceuticals, Healthcare, Marketing, Management, Medicaid, HIPAA, Medicare Part D, Patient Education, Medicare, Pharmacy Benefit...
Education
Indiana University - Kelley School of Business 2004 — 2008
Indiana University Bloomington 2004 — 2008
B/A, Finance/Real Estate, Entrepreneurship
RBC Capital Markets January 2014 - Present
RBS Markets and International Banking January 2010 - December 2013
GIC Special Investments September 2006 - June 2008
Merrill Lynch February 2005 - September 2006
Banc of America Securities August 2003 - February 2005
Skills
Investment Banking, Healthcare, Industrial Sector, Valuation, Private Equity, LBO, Financial Modeling, Equities, Alternative Investments, Financial Analysis, M&A experience, Due Diligence, Corporate Finance, Mergers, Capital Markets, Investments
Education
Indiana University - Kelley School of Business 2001 — 2003
B.Sc., Business
St. Columba's School
Russell Household January 2011 - Present
East West Partners February 2010 - January 2011
Slifer Smith & Frampton August 2008 - July 2010
Sonnenalp Real Estate June 2006 - August 2008
Merrill Lynch July 2003 - April 2006
Morgan Stanley March 2000 - July 2003
PricewaterhouseCoopers October 1998 - March 2000
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Upper Arlington High School 1990 — 1994
Merrill Lynch February 1978 - Present
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP 1978 - Present
Skills
Asset Allocation, Customer Service, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Series 63
Education
Indiana State University 1973 — 1977
Charles Schwab August 2011 - Present
Great-West Retirement Services December 2009 - August 2011
Charles Schwab September 2009 - December 2009
Randstad September 2009 - December 2009
Aurora Bank FSB April 2009 - July 2009
Sempera Professional Services, Inc. April 2009 - July 2009
Charles Schwab August 2008 - April 2009
Merrill Lynch July 2000 - July 2008
Merrill Lynch April 1998 - July 2000
Fidelity Investments August 1993 - April 1998
Education
Indiana University - Kelley School of Business 1991 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Ernst Valery Investments Corp November 2013 - Present
SA&A Development (SA&A, Inc.) November 2013 - Present
Olympus Capital September 2008 - November 2013
Merrill Lynch September 2006 - September 2008
PricewaterhouseCoopers September 2003 - July 2006
Skills
Financial Modeling
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Accounting/Finance
Indiana University Bloomington 1998 — 2001
BA, Major: Accounting & International Business, Minor: Political Science
Bank of America Merrill Lynch September 2010 - Present
JPMorgan Chase November 2009 - September 2010
Headstrong July 2007 - September 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2007 - 2008
TCS 2001 - 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Equities, Derivatives, Equity Derivatives, SQL, Requirements Gathering, Capital Markets, Corporate Actions, Investment Banking
Education
Indian Institute of Technology, Roorkee 1999 — 2001
M.Tech, Chemical
Shivaji University 1995 — 1999
Bachelor of Engineering (B.E.), Evironmental Engg
Nomura Securities February 2010 - Present
Barclays Capital 2009 - 2010
Merrill Lynch July 2007 - May 2009
Merrill Lynch 2007 - 2008
Headstrong 2006 - 2008
Bank of America January 2006 - July 2007
Oracle May 2004 - January 2006
Education
Indian School of Mines 1999 — 2003
B.Tech.
Kids Against Hunger of Central Indiana, Inc. 2007 - Present
UBS 2006 - Present
Scrum Alliance 2009 - 2013
Merrill Lynch 2000 - 2006
Renaissance Administration 1996 - 1997
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Finance
J.P. Morgan March 2015 - Present
Citi May 2010 - February 2015
Barclays Capital April 2008 - May 2010
Merrill Lynch June 2005 - April 2008
GE Healthcare September 2003 - May 2005
Infosys July 2000 - September 2003
Skills
JMS, Ant, Struts, Web Services, Java, EJB, XML, SWIFT messaging, Design Patterns, TIBCO EMS, JavaScript, Multithreading, Ext JS, SOA, Spring, Trading Systems, Enterprise Architecture, Prime Brokerage, Investment Banking, Full SDLC, Agile Methodologies, Object Oriented Design, Message Oriented..., HTML5, Tortoise SVN, Service Oriented..., RESTful WebServices, Microsoft SQL Server, Oracle SQL Developer, Sonar, Servlets, Tomcat, Web Logic, Oracle Application..., AngularJS, JBoss Application Server, Sybase, Eclipse, R, XML Schema, JUnit, Ehcache, RDBMS, Maven, Shell Scripting, Web Applications, Java Enterprise..., Jenkins, Asset Management
Education
CFA Institute 2008 — 2008
Fixed Income, Equities, Derivatives, Financial Reporting, Portfolio Management, Alt Investment
Indian Institute of Technology, Roorkee 1996 — 2000
B.Engineering, Computers
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Bank of America January 2011 - Present
Merrill Lynch June 2004 - December 2010
JPMorgan Chase March 2003 - May 2004
Pershing May 2001 - February 2003
AIU Holdings March 1999 - April 2001
Education
Indian Institute of Technology, Madras 1997 — 1999
Masters, Computer Integrated Manufacturing
Sri Venkateswara University 1992 — 1996
Bacherlors, Mechanical Engineering
The Lovett School November 2012 - Present
Merrill Lynch June 2010 - October 2012
TriMac Inc March 2009 - April 2011
Wells Real Estate Funds August 2007 - November 2008
Community Commercial Services October 2004 - July 2006
INVESCO March 2000 - October 2004
Franklin Templeton Investments January 1997 - February 1998
Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Marketing
Indiana University Bloomington 1993 — 1997
BS, Business
Bank of America April 2010 - Present
Merrill Lynch October 2005 - April 2010
Spectrum Business Resources September 2004 - October 2005
New Century Bank January 2003 - September 2004
Tucker Alan 2001 - 2002
Skills
Loans, Portfolio Management, Real Estate, Credit Analysis, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Risk, Financial Analysis, Banking
Education
Indiana University - Kelley School of Business 2013 — 2017
Master of Science (M.S.), Finance
Indiana University - Kelley School of Business 1996 — 2001
Bachelor’s Degree, Finance, Real Estate and Legal Studies, 3.83
Blackford High 1992 — 1996
Indiana Tech Assistant Varsity Volleyball CoachIndiana TechAugust 2008 - Present
Indiana Tech September 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Three Rivers Health May 2004 - August 2006
Vicksburg Community Schools January 2005 - March 2006
Education
Indiana Institute of Technology 2008 — 2009
Master of Business Administration, Marketing
Indiana Institute of Technology 2006 — 2008
Bachelor of Science in Business Administration, Marketing
Kellogg Community College 2004 — 2006
Associates in Art, General Arts
AIG October 2012 - Present
Merrill Lynch February 2010 - Present
EDS, an HP company October 2006 - February 2010
Troy Corporation March 2004 - October 2006
TIAA-CREF December 2000 - December 2003
EDS September 1998 - December 2000
Long Island Savings Bank August 1996 - August 1998
US Can Company October 1995 - August 1996
Michigan Technological University August 1993 - July 1995
Education
Villanova University 2009 — 2009
Certificate, Essentials of Business Analysis
Indian Institute of Technology, Madras 1990 — 1992
M.Sc, Physics
Michigan Technological University
St.Anns College for Women - Hyderabad.
NFP Advisor Services March 2014 - Present
NFP Advisor Services December 2012 - March 2014
ABN AMRO March 2007 - January 2009
ABN AMRO April 2005 - February 2007
Merrill Lynch February 2004 - March 2005
Skills
Derivatives, Trading, Credit Risk, Fixed Income, Capital Markets, Equities, Financial Markets, Portfolio Management, Bloomberg, Bonds, Financial Risk, Investment Banking, Banking, Hedge Funds, Structured Finance, Credit, Alternative Investments, Due Diligence
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance
Publix October 2008 - Present
Fidelity Investments October 2007 - September 2008
Merrill Lynch August 2005 - September 2006
Education
Indiana University - Kelley School of Business 1994 — 1998
Finance, Finance/Real Estate
citi group August 2011 - Present
HSBC August 2001 - May 2011
Merrill Lynch December 1991 - July 2001
ADP March 1990 - December 1991
Skills
PMO, SDLC, Software Project..., Business Analysis, DB2, Software Development, Databases, Database Design, Requirements Analysis, Visio, Enterprise Architecture, IT Strategy, PMP, Vendor Management, Project Portfolio..., Data Warehousing, Business Requirements, IT Management, Business Intelligence, Requirements Gathering, Project Delivery, Systems Analysis, Resource Management, Integration, Solution Architecture, Disaster Recovery, ITIL
Education
Indian Institute of Technology, Kharagpur
Bachelor of Technology (BTech)
Polytechnic University of NY
MS, Industrial Engineering
Bunge March 2015 - Present
Bunge June 2012 - February 2015
Bunge May 2010 - July 2012
Brock Associates May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Commodity, Agriculture, Agribusiness, Risk Management, Hedging, Trading, Commodity Risk..., Logistics, Economics, Commodity Markets, Valuation, Trading Systems, Credit, Grain
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Purdue University 2014 — 2016
Master of Science (M.S.), Agricultural Economics
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Agricultural Economics
Aveo Capital Partners July 2011 - Present
UBS Financial Services February 2007 - August 2011
Merrill Lynch April 2002 - February 2007
Independent Managment Consultant March 1999 - March 2002
Cap Gemini Ernst & Young August 1996 - March 1999
Skills
Wealth Management, Alternative Investments, Retirement Planning, Series 7, Financial Planning, Investments, Finance
Education
Indiana University - Kelley School of Business 1991 — 1996
Bachelors, Accounting & Computer Information Systems
Bishop Dwenger High School 1988 — 1991
Univar July 2015 - Present
University of Washington January 2014 - June 2015
University of Washington, Michael G. Foster School of Business September 2013 - June 2015
Univar June 2014 - March 2015
Seattle Children's January 2014 - April 2014
Lincoln Financial Group November 2010 - August 2013
Lincoln Financial Group September 2008 - November 2010
Lincoln Financial Group August 2007 - August 2008
Merrill Lynch May 2006 - December 2006
Skills
Business Analysis, Financial Analysis, Insurance, Analysis, Finance, Investments, Access, Financial Services, Requirements Gathering, Leadership, Risk Management, Data Analysis, Project Management, Process Improvement, Visio, PL/SQL, Databases, Pricing Analysis
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Candidate for Master of Business Administration, Finance and Strategy
Indiana Institute of Technology 2003 — 2007
Bachelor of Science (BS), Accounting, Cum Laude
http://DivineSounds.org January 2015 - Present
Gardens Wealth Management February 2011 - January 2015
Merrill Lynch January 2005 - January 2011
Skills
Microsoft Excel, Investments, Wealth Management, Portfolio Management, Business Strategy, Banking, Financial Modeling, Strategic Financial..., Investment Advisory, Asset Management, Series 7, Finance, Equities, Financial Services
Education
University of California, Berkeley 1977 — 1981
Ph.D., Statistics
University of California, Berkeley 1977 — 1981
M.S., Computer Science
Indian Statistical Institute 1974 — 1976
M. Stat, Statistics
Loyola College
B.Sc.
H.I.G. Capital November 2012 - Present
Cerberus Capital Management August 2007 - November 2012
Merrill Lynch April 2006 - August 2007
Price Waterhouse Coopers September 2003 - April 2006
Skills
Fund Accounting, Asset Based Lending, Controller, Hedge Funds, Product Control, MBA, CPA, Managerial Experience, Private Equity, Audit, Loan Origination, Distressed Debt, GAAP, CLO, Waterfalls, Management, Corporate Finance, Asset Management, Banking, Fixed Income, Capital Markets, Valuation, Options
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Accounting
Indiana University - Kelley School of Business 1998 — 2002
BS, Accounting
W.T. Clarke High School
PCA Pharmacy August 2015 - Present
Vibrant Home Health Care September 2011 - Present
Automated Fuels January 2010 - November 2011
Self Employed November 2001 - December 2009
Merrill Lynch January 2000 - November 2001
I.T. Travel January 1991 - December 1999
Skills
New Business Development, Strategic Planning, Advertising, Marketing Strategy, Public Speaking, Healthcare
Education
Indiana State University 1989 — 1991
University of Louisville 1988 — 1989
River Cities Capital Funds June 2012 - Present
Great American Financial Resources August 2010 - June 2012
Great American Advisors, Inc. August 2009 - June 2012
Merrill Lynch May 2008 - August 2008
Procter & Gamble May 2007 - August 2007
Skills
Series 7, Series 63, Series 66, Investments, Series 24, Venture Capital, Venture Financing, Uniform Combined State..., Securities, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Finance, Financial Analysis
Education
Xavier University - Williams College of Business 2010 — 2011
MBA
Indiana University - Kelley School of Business 2005 — 2009
BS Finance
Merrill Lynch July 2013 - Present
Rutgers University September 2012 - May 2013
CBS Interactive May 2012 - August 2012
Enterprise Systems and Services, Rutgers March 2012 - May 2012
Department of Computer Science, Rutgers University January 2012 - May 2012
BeeHyv Software Solutions Private Limited July 2009 - July 2011
Biocon May 2007 - July 2007
Skills
JavaScript, Ruby, Algorithms, Python, Software Engineering, Java, SQL, MySQL, XML, Front-end, Eclipse
Education
Rutgers University 2011 — 2013
MS, Computer Science
Indian Institute of Technology, Madras 2004 — 2009
Dual Degree, Biotechnology
Mega Study Circle 2002 — 2004
Higher Secondary
Chinmaya High School 1994 — 2002
Secondary School
Self-employed August 2013 - Present
Murex April 2009 - October 2009
Merrill Lynch May 2007 - August 2007
Skills
Derivatives, Options, Quantitative Analytics, Financial Markets, Trading, Emerging Markets, Hedge Funds, Economics, Equities, Equity Research, Capital Markets, Commodity, Fixed Income, Alternative Investments, Financial Modeling, Valuation, Portfolio Management
Education
New York University 2006 — 2007
MS, Mathematics in Finance
Indian Institute of Technology, Kharagpur 2001 — 2006
5 Year Integrated Master of Science, Mathematics and Computing
CFA Institute
New York Life Insurance Company 2009 - Present
AQR Capital Management (Hedge Fund) April 2007 - November 2008
State Street December 2005 - April 2007
Merrill Lynch September 2000 - December 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Account Reconciliation, Auditing, Internal Audit, Managerial Finance, US GAAP, Life & Health Insurance..., Long Term Care Insurance, Strategic Planning, Account Management, Asset Protection, Income Protection, Personal Finance, Wealth Preservation...
Education
Indiana University - Kelley School of Business
Master of Science (MSc) Finance, Finance
University of Cape Coast
B'COM HONS
Campbell Soup Company February 2012 - Present
Campbell Soup Company January 2008 - February 2012
Campbell Soup Company November 2005 - January 2008
Merrill Lynch May 2005 - November 2005
Deloitte June 2000 - May 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Sarbanes-Oxley, Analysis, Finance, Auditing, SAP, Management, Hyperion Enterprise, Variance Analysis, Accounting, P&L, Business Process, US GAAP, Internal Audit, Data Analysis, Strategic Financial..., Total Shareowner Return..., Financial Planning, Continuous Improvement, Hyperion, IT Audit, SOX, Audit, Consolidation, Trade Marketing, Financial Reporting, Cross-functional Team..., Financial Variance..., Trade Finance, Sales Finance, Business Process..., Financial Modeling, Strategic Planning, Leadership, Budgets, Consumer Products
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Dual Degree Program - MBA and MS in Business Analytics, Started Program in July 2015
Villanova University 1997 — 2001
Bachelor's Degree, Dual major - Accountancy and M.I.S. (Management Information Systems)., 3.96 GPA
Facts, Inc. Pension Administration September 1989 - December 2012
Merrill Lynch December 1984 - January 1988
Skills
Public Speaking, Strategic Planning, Negotiation, Team Building, Social Media, Event Planning, Public Relations, Marketing Strategy, Sales, Leadership Development, Management, Leadership, Business Planning
Education
Indiana State University - School of Business 1978 — 1983
Bachelor's degree, Double Majors in Finance and Marketing
Carmel High School
Carmel High School
Carmel High School
Merrill Lynch September 2011 - Present
Skills
Business Analysis, QMF, SDLC, Fixed Income, Websphere, Sybase, JCL, Data Modeling, Derivatives, Reference Data
Education
Indian Institute of Technology, Madras
Citi September 2014 - Present
Dell December 2010 - August 2014
City of Dallas March 2008 - November 2010
J.P. Morgan March 2006 - March 2008
Merrill Lynch December 2004 - March 2006
Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Business Analysis, Business Process..., Program Management, ITIL, Business Intelligence, Solution Architecture, Enterprise Software, Strategy, Management Consulting
Education
Indian Institute of Technology, Madras
Computer Science
Madurai Kamaraj University
Bachelor of Technology (B.Tech.)