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
Calzada Capital Partners August 2014 - Present
M3 Capital Partners February 2004 - December 2013
Bear Stearns July 2002 - January 2004
Merrill Lynch July 2000 - June 2002
Skills
Private Equity, Principal Investing, Real Estate Private..., Real Estate, Investments, Institutional..., Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Financial Structuring, Due Diligence, Corporate Finance, Capital Structure, Real Estate Economics, Real Estate Acquisitions, Acquisitions, Alternative Investments, Public Markets, Capital Markets, Capital Raising, Financial Advisory, Investment Banking, Mergers & Acquisitions, Securities, Equity Research, Product Development, Business Development, Joint Ventures, Strategic Partnerships, Cross-border..., Asset Management, Investor Reporting, Investor Relations
Education
Duke University 1996 — 2000
BA, Economics
Maveron LLC 1998 - Present
Wertheim Schroder & Co. 1983 - 1997
Merrill Lynch 1979 - 1981
Skills
Venture Capital, Leadership, Angel Investing, Corporate Development, Start-ups, Entrepreneurship, Private Equity, Strategic Partnerships, Mergers & Acquisitions, E-commerce, Business Strategy
Education
Duke University
BA - magna cum laude
HM
HM
Harvard Business School
MBA
Motion Industries November 2010 - Present
Motion Industries July 2006 - October 2010
James Irwin Charter Schools August 2003 - June 2006
Merrill Lynch September 2000 - September 2002
Skills
Motion Control, Sales Management, Pneumatics, Purchasing, Material Handling, Power Transmission, New Business Development, Industrial Distribution, Continuous Improvement, Manufacturing, Motors, Account Management, Pricing, Negotiation
Education
Duke University 1993 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Ameriprise Financial Services, Inc. September 2012 - Present
Scott & Stringfellow September 2008 - June 2012
BB&T October 2007 - August 2008
Merrill Lynch April 1994 - June 2007
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), History and Economics
The Asheville School 1980 — 1982
11th and 12th Grade
Forsyth Country Day School 1979 — 1980
10th Grade
Summit School 1968 — 1979
K - 9th Grade
Facebook September 2014 - Present
Facebook September 2013 - September 2014
Facebook February 2012 - August 2013
Sabi Sushi, LLC May 2010 - October 2011
Prudential Financial May 2009 - August 2009
Prudential Financial May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Market Research, Facebook, Social Media Marketing, Analytics, Research, Microsoft Office, Start-ups, PowerPoint, Market Analysis, Online Advertising, Business Development, Product Management, Event Planning, PHP, R
Education
Duke University 2006 — 2010
BA, Spanish & European Studies, Economics, Markets & Management
Morristown High School 2002 — 2006
SunEdison August 2015 - Present
The Wharton School July 2013 - May 2015
Stem, Inc. September 2014 - December 2014
SunEdison June 2014 - August 2014
Bank of America Merrill Lynch July 2010 - May 2013
Merrill Lynch July 2008 - July 2010
Skills
Sales, Strategy, Investments, Equities, Key Opinion Leaders, Capital Markets, Solar Energy, Financial Modeling, Finance, Financial Analysis, Renewable Energy, Corporate Finance, Energy Storage, Cleantech
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics and Environmental Science & Policy
Financial Services Company June 2010 - Present
JPMorgan Chase May 2002 - June 2010
Organic July 1998 - May 2002
Frankfurt Balkind November 1996 - July 1998
Merrill Lynch 1996 - 1996
Skills
Marketing Strategy, Strategic Planning, Product Management, Business Analytics, Program Management, Business Development, Demand Generation, Marketing Automation, CRM, Tenacious Defense, Lead Nurturing, Creating LinkedIn, Skills & Expertise, Electronic Commerce, Email Marketing, Digital Marketing, Content Marketing, eCommerce, Direct Marketing, Brand Awareness, Account Management, Branding & Identity, Relationship Management, Customer Acquisition, Vendor Management, Financial Services, Commercial Banking, Banking, Online Retail, Strategy, Analytics, Database Marketing, Campaign Management, Online Campaign..., Project Management, Writing, Editing, Editorial Calendars, Content Development, Video Production, Directing Teams, High-octane Offense, Marketing, E-commerce, Product Marketing, Strategic Partnerships, Team Building, Lead Generation, Competitive Analysis
Education
Duke University
B.S.E., Electrical Engineering
New York University - Leonard N. Stern School of Business
M.B.A., Finance, Marketing
Pizza Hut October 2012 - Present
Merrill Lynch June 2011 - October 2012
SMU Venture Fund August 2010 - May 2011
JPMorgan Private Wealth Management June 2010 - August 2010
Chase Performance Ventures, LLC October 2006 - May 2008
Devil's Delivery Service January 2003 - January 2006
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Managment, Private Equity, Series 7, Asset Allocation, Alternative Investments, Due Diligence, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Capital Markets, Retirement Planning, Investment Strategies, Asset Management, Business Planning
Education
Cox School of Business, Southern Methodist University 2009 — 2011
Master, Finance, Strategy, Entrepreneurship, 3.4
Duke University 2002 — 2006
Bachelor of Arts, Philosophy, Certification in Markets & Management, Certificate in Entrepreneurship
St. Mark's School of Texas 1995 — 2002
CEB April 2011 - Present
CEB September 2009 - April 2011
CEB February 2007 - September 2009
CEB July 2005 - January 2007
Merrill Lynch June 2004 - August 2004
Skills
Account Management, Management Consulting, Leadership, Strategy, Salesforce.com, Sales, Consulting, Management, Marketing, Project Management, Strategic Partnerships, Business Development
Education
Duke University 2001 — 2005
Bachelor's Degree, Public Policy Major, Art History Minor, GPA 3.4
Scivantage July 2013 - Present
Broadridge March 2000 - June 2013
Merrill Lynch January 1996 - March 2000
Skills
Securities, Prime Brokerage, Equities, Requirements Analysis, Fixed Income, Back Office, Mutual Funds, Hedge Funds, Financial Services, Trading Systems, Capital Markets, Corporate Actions, Derivatives, Series 7, Options, Financial Markets, Business Analysis
Education
Duke University 1977 — 1981
BA, History
Fortress Investment Group June 2013 - Present
Altima Partners - Multi Strategy Hedge Fund 2007 - 2012
Merrill Lynch 2005 - 2007
Skills
Valuation, Commodity, Hedge Funds, Mergers, Equities, Mergers & Acquisitions, Emerging Markets, Investment Banking, Investments, Capital Markets, Alternative Investments, Private Equity, Financial Modeling, Bloomberg, Corporate Finance, Equity Research
Education
Duke University
Biomedical Engineering
INSEAD
Master of Business Administration (M.B.A.)
Liberator Medical May 2015 - Present
Oasis Outsourcing May 2013 - October 2014
Wells Fargo Advisors January 2012 - October 2012
VALIC August 2009 - March 2011
Merrill Lynch January 2007 - May 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Investment Strategies, Portfolio Management, Life Insurance, Variable Annuities, Employee Benefits, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Statistics, Differential Equations, Calculus, Business Analysis, Management, Payroll, HRIS, Financial Services, Financial Analysis, C++, Matlab, Banking, Call Centers, Financial Modeling
Education
Jacksonville University 2008 — 2009
MASTERS, BUSINESS ADMINISTRATION
University of Florida 2001 — 2006
BACHELOR OF SCIENCE, ECONOMICS
Suncoast High School 1997 — 2001
Duke University 1996 — 1997
Talent Identification Program
2015 Level 1 Candidate in the CFA Program
Merrill Lynch April 2012 - Present
Merrill Lynch August 2011 - April 2012
Merrill Lynch January 2010 - August 2011
Merrill Lynch August 2009 - January 2010
Merrill Lynch November 2006 - August 2009
Merrill Lynch March 2004 - November 2006
Merrill Lynch January 2003 - March 2004
Merrill Lynch March 2002 - January 2003
Irish Life group June 1997 - February 2002
Skills
Retirement Planning, Series 7, Retirement, 401k, Salesforce.com, IRAs, Defined Benefit, Call Centers, 403 b, Series 63, Investments, Mutual Funds, Sales Management, CRM, Financial Advisory, Fixed Annuities, Wealth Management
Education
Dublin Institute of Technology 1997 — 2001
B.Sc. (Mgmt), Business Management/Marketing and Administration, Awarded by Trinity College Dublin, Ireland, Second Class Honors
Warby Parker September 2014 - September 2015
Warby Parker October 2012 - September 2014
Merrill Lynch 2011 - 2011
Skills
Email Marketing, ExactTarget, SQL, Social Media Marketing, Microsoft Office, PowerPoint, Photoshop, Facebook, Research, Social Media, Microsoft Excel
Education
Duke University 2008 — 2012
Bachelor of Arts (BA), International Comparative Studies
Westchester Country Day School 2004 — 2008
Google September 2014 - Present
salesforce.com April 2013 - August 2014
Chicago Bulls September 2012 - April 2013
DRW Trading Group July 2009 - June 2012
Merrill Lynch 2008 - 2008
Skills
Data Analysis, Python, Android Development, SQL, Java, C, Matlab, Options, Proprietary Trading, Market Making, Derivatives
Education
University of Chicago 2011 — 2013
Master's degree, Computer Science
Duke University 2005 — 2009
Bachelor of Science (B.S.), Statistics, Economics
London School of Economics and Political Science 2007 — 2007
Economics
NYU 2007 — 2007
Merrill Lynch 1982 - Present
Davis Skaggs & Company 1973 - 1982
Education
Duke University
The Bank of Missouri September 2010 - Present
Merrill Lynch June 1979 - December 2005
Missouri National Guard April 1966 - April 1991
Skills
Business Development, Small Business, Strategic Planning, Public Relations, Customer Service, Team Building, Public Speaking, Small Business Lending, Banking, Marketing, Fundraising, Event Management, Event Planning, Sales, Social Networking, Leadership, Finance
Education
Missouri State University 2005 — 2009
Masters Arts and Letters, Religious Studies
Drury University 1968 — 1972
Bachelors of Science, History and Sociology
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities January 2011 - February 2015
Wells Fargo Securities July 2009 - July 2011
Wachovia Securities April 2007 - July 2009
Merrill Lynch August 2005 - March 2007
Merrill Lynch September 2003 - August 2005
Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Duke University 1999 — 2001
MEM, Resource Economics and Policy
Washington and Lee University 1992 — 1996
BS, Natural Science and Math
CSX Transportation August 2008 - April 2013
APCO Worldwide March 2006 - August 2008
Merrill Lynch November 2004 - April 2006
APCO Worldwide November 2001 - July 2004
Skills
Strategic Communications, Public Affairs, Crisis Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Press Releases, Public Policy, Corporate Social..., Editing, Crisis Management, Marketing Strategy, Process Improvement, Strategy, Message Development, New Media
Education
Duke University
Bachelor of Arts (BA), Economics and Public Policy
Foundation Source May 2012 - July 2013
Traust Sollus Wealth Management February 2011 - December 2011
Wilmington Trust Company August 2006 - August 2010
Merrill Lynch October 2003 - April 2006
Capgemini 1999 - 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning
Education
Duke University 1995 — 1999
BA
Pierpont Securities August 2014 - Present
KGS-Alpha Capital Markets, L.P. September 2013 - July 2014
Canaccord Genuity Inc. April 2013 - August 2013
RBS Global Banking & Markets June 2009 - November 2011
Merrill Lynch July 2000 - January 2009
Skills
CFA, Bloomberg, Credit Derivatives, Credit Trading, Chartered Financial...
Education
Duke University
GATOR MOVING & STORAGE, CO August 2009 - Present
FINANZSTARK, LLC January 2008 - Present
ENTRUST FREEDOM August 2009 - December 2011
Millennium Bank March 2006 - July 2008
AmSouth's Wealth Management Group November 2001 - March 2006
AmSouth Bank January 1997 - January 2006
Merrill Lynch January 1995 - January 1997
First Union National Bank January 1988 - January 1994
Skills
Business Development, Project Management, Investments, Real Estate, Loans, Marketing, Sales Management, Financial Analysis, Portfolio Management, CRM, Strategic Financial..., New Business Development, Investors, Leadership, Business Planning, Selling, Sales, Networking, Customer Service, Property, Banking, Investment Properties, Commercial Real Estate, Customer Satisfaction
Education
Duke University
Texas Tech University
Bachelor, Business Administration; finance
Texas Tech University - Rawls College of Business 1980 — 1985
Canyon High School 1973 — 1976
Cohen Brown Performance Solutions
Commonwealth Financial Network March 2011 - Present
Cafaro Greenleaf January 2008 - March 2011
Register & Akers Investments January 2005 - January 2007
The Bank of New York Mellon 2007 - 2007
Astrop Advisory Corporation 2003 - 2005
Specialty Foods International 1998 - 2003
Investors Financial Group (Now ING) 1997 - 1998
Sterne Agee 1993 - 1998
Alex Brown & Sons Incorporated 1985 - 1993
Merrill Lynch 1983 - 1985
Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer
Education
Duke University 2006 — 2007
Certificate, Financial Planning
Emory University 1980 — 1984
BA, International Studies
Vector Capital August 2011 - July 2013
Merrill Lynch July 2009 - June 2011
Credit Suisse May 2008 - August 2008
Skills
LBO, Investment Banking, Valuation, Financial Modeling
Education
Duke University 2005 — 2009
Bachelors of Science, Mathematics & Economics
Closetbox, Inc. May 2014 - Present
Capdominus January 2012 - Present
New West Investment, LLC May 2007 - December 2011
Archstone 2004 - 2007
The White House 2000 - 2002
Bush-Cheney, Inc. 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Marketing, Commercial Real Estate, Brokerage, Due Diligence, Real Estate, Investment Banking, Equities, Strategy, Capital Markets, Financial Modeling, Capital, Investment Properties, Asset Management, Loans
Education
Harvard Business School 2002 — 2004
MBA
Duke University 1994 — 1998
BS, Economics and Public Policy
Business Valuation, Inc. May 2006 - Present
Merrill Lynch 2002 - 2006
SuperStock, Inc. 1994 - 2002
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Valuation, Financial Planning, Accounting, Financial Modeling, Private Equity, Securities, Financial Accounting, Strategic Planning, Mergers & Acquisitions
Education
Leadership Matters 2014 — 2014
Leadership Workshop
University of North Florida 2002 — 2008
Master of Accountancy, Accounting, Taxation
Duke University 1983 — 1987
AB, Economics
Orange Park High School 1979 — 1983
Business Valuation School, AICPA
Amazon December 2013 - Present
TomorrowVentures, LLC June 2011 - 2013
Cummins, Inc June 2010 - August 2010
Platform Partners LLC January 2008 - June 2008
Merrill Lynch June 2005 - June 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Management & Strategy, International Business
Northwestern University School of Law 2008 — 2011
Juris Doctor
Duke University 2001 — 2005
BSE, Civil Engineering
Financial Innovations December 2011 - Present
Wells Fargo Advisors September 2010 - December 2011
Merrill Lynch 2004 - 2010
Radiant Systems 2000 - 2004
Deloitte & Touche 1996 - 1998
Arthur Andersen 1992 - 1994
Skills
Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Alternative Investments, Capital Markets, Retirement Planning, Estate Planning, Tax, Financial Risk, Finance, Small Business, Risk Management, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Securities, Financial Planners, Management
Education
Emory University - Goizueta Business School 1988 — 1992
MBA, JD/MBA program
Emory University School of Law 1988 — 1992
JD, Law
Duke University 1984 — 1988
BA, Economics
Frontier Renewables LLC June 2008 - Present
Merrill Lynch July 2008 - August 2008
Bloomberg November 2007 - January 2008
Bloomberg News June 2005 - November 2007
Bloomberg November 2004 - June 2005
Bloomberg News October 2002 - November 2004
Bloomberg News January 2002 - October 2002
Skills
Clean Energy, Solar, Photovoltaics, Cleantech, New Business Development, Business Management, Business Strategy, International Business..., German, Spanish, Renewable Energy, Alternative Energy, Entrepreneurship, Family Business, Entrepreneur, Corporate Development, Project Finance, Energy, Clean Technology, Strategic Partnerships
Education
INSEAD 2008 — 2008
MBA, Business
INSEAD 2008 — 2008
MBA, Business
Northwestern University 2000 — 2001
MSJ, Financial Journalism
Duke University 1997 — 2000
BA, History
Beverly Hills High School 1994 — 1997
Oaktree Capital Management September 2009 - Present
Niai 2008 - 2009
JPMorgan Chase 2007 - 2008
Merrill Lynch May 2005 - November 2006
Bear Stearns 2001 - 2005
Education
Dublin Business School 2002 — 2006
BA, Financial Services
Anderson Elder Law September 2014 - Present
Stradley Ronon September 2012 - Present
CDI Corporation April 2011 - July 2012
Drinker Biddle & Reath LLP December 2002 - April 2011
Merrill Lynch October 1999 - December 2001
Wilmington Trust July 1993 - October 1999
Main Line Federal 1990 - 1993
Skills
Process Improvement, Loans, Legal Compliance, Trusts
Education
Villanova University 2002 — 2002
Paralegal Certificate
Pennsylvania State University-Great Valley Graduate Center 1991 — 1994
Master of Management, Business
Drexel University - LeBow College of Business 1981 — 1986
B.S., Business
Brownstone Investment Group July 2015 - Present
CapRok Capital August 2009 - May 2015
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Fixed Income, Alternative Investments, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Structured Products, Valuation, Bloomberg, Strategy
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
William Penn Charter School 1999 — 2003
High School Diploma
Bungalow Insurance March 2014 - Present
Lindsay Goldberg July 2011 - July 2013
Merrill Lynch August 2009 - June 2011
Merrill Lynch May 2008 - August 2008
North Castle Partners May 2007 - August 2007
Skills
Private Equity, Investment Banking, Leadership, Financial Modeling, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Banking, Research, Corporate Development, Capital Markets, Bloomberg, Strategic Planning, IPO, M&A experience, Entrepreneurship, Microsoft Office, Equities, Investments, Hedge Funds, Business Strategy, Strategy, Mergers, Consumer Products, Market Research, Competitive Analysis, Recruiting, Public Speaking, Event Planning, Data Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
Bachelor of Science (BS); Bachelor of Arts (BA), Economics, Political Science, Art History
Venture for America January 2015 - Present
FounderLift December 2014 - Present
Food52 2014 - 2015
Bank of America Merrill Lynch 2012 - 2014
Merrill Lynch June 2011 - August 2011
Education
Duke University 2008 — 2012
B.S. Economics, B.A. Philosophy
The London School of Economics and Political Science (LSE) 2011 — 2011
Econometrics
Noble and Greenough School 2002 — 2008
High School
Biogen Idec August 2013 - Present
Brown University November 2010 - July 2013
Merrill Lynch June 2010 - November 2010
MIT March 2009 - May 2010
Fidelity Investments 2002 - 2008
Vignette 1998 - 2002
Open Market 1998 - 1998
Electronic Press Services Group 1996 - 1998
Atlantic Media Company 1994 - 1996
Bedford Books of St. Martin's Press 1993 - 1993
Skills
Program Management, Project Portfolio..., Project Planning, Vendor Management, Requirements Analysis, Quality Assurance, Budget Management, SOA, MS Project, PMO, Waterfall, SharePoint, Excel, PowerPoint, Visio, SDLC, Risk Management, Earned Value Management, Data Marts, Business Analysis, Software Project..., Process Improvement, Business Process..., Change Management, Process Development, Project Delivery, Team Leadership, Cross-functional Team..., Business Process, Team Building, Requirements Gathering, Integration, ERP, Resource Management, Documentation, Software Development, IT Management, Mentoring, Problem Solving, Cloud Computing, HR Transformation, RFI, Process Modeling, Process Engineering, RFP, PMP, Business Requirements, IT Governance, Systems Analysis, Project Implementation
Education
Duke University 1989 — 1993
BA, English
Weston High School 1986 — 1989
Kirkland & Ellis LLP May 2015 - July 2015
Crowell & Moring LLP May 2014 - July 2014
Law Office of Hugo Florido July 2012 - August 2012
Law Offices of Jeffrey Lichtman May 2011 - August 2011
America Reads and America Counts October 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, Spanish, Research, PowerPoint, Microsoft Word, Event Planning, Non-profits, Editing, Facebook, Social Networking, Immigration Issues, Foreclosure Defense, Data Analysis
Education
New York University School of Law 2013 — 2016
Juris Doctor
Duke University 2009 — 2013
Bachelor of Arts, International Comparative Studies; Philosophy, Politics, and Economics
Atlantic Community High School 2005 — 2009
International Baccalaureate Diploma
YouTube August 2012 - Present
Google August 2010 - August 2012
Bryant Christie Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Wedbush Morgan Securities February 2008 - May 2008
Skills
Business Strategy, Start-ups, Market Research, Marketing Strategy, Innovation, Business Analysis, New Business Development, Financial Analysis, Financial Modeling, Social Media, Strategic Partnerships, Strategy, Product Development, Business Process..., Entrepreneurship, Analytics, Competitive Analysis, Sales Operations, Consulting, Marketing
Education
Duke University
BA, Political Science
Barclays Investment Bank February 2015 - Present
Duke Student Initiative on Social Entreprenuership January 2015 - Present
SpeedFeed January 2015 - Present
Merrill Lynch June 2014 - August 2014
Institue for Regenerative Engineering May 2013 - September 2013
Skills
Leadership, Negotiation, Entrepreneurship, Research, Public Speaking, Analysis, Financial Analysis, Microsoft Excel, Project Management, Teaching, English, Social Media, Economics, Community Outreach
Education
Duke University 2014 — 2018
Bachelor of Arts (B.A.), Applied Economics
National Runaway Safeline January 2006 - Present
J.P. Morgan 2002 - 2013
Merrill Lynch April 1990 - May 2001
Skills
Financial Markets, Options Trading, Hold Series 7, Board of Directors, Futures Trading, Technical Analysis, CME Floor Broker, Options, Fixed Income, Trading, Commodity, Equities, Hedge Funds, Rates, Derivatives, Bonds, Hedging, Financial Analysis, Brokerage, Securities, Electronic Trading, Capital Markets, Alternative Investments, Bloomberg, Investments, Interest Rate..., Equity Trading, Risk Management, Asset Management, Series 7, Swaps, Series 63, Futures, Eurodollars, US Treasuries, Globex, Spread Trading, Foreign Exchange, Currency
Education
Duke University
Dual AB, Economics & History
Groton School
Be Mixed June 2014 - August 2014
Warby Parker December 2012 - July 2013
PepsiCo July 2011 - December 2012
Bain & Company September 2009 - July 2011
Merrill Lynch May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Matador Resources June 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BS, Economics
NYU in Florence, Italy 2007 — 2007
Study abroad
Tesla Motors May 2013 - Present
Tesla Motors May 2011 - May 2013
McKinsey & Company August 2009 - May 2011
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling
Education
Duke University
BS
Cohanzick Management, LLC May 2010 - Present
Seven Bridges Management LP April 2009 - December 2009
Ellington Management Group May 2007 - December 2008
Bear Stearns / BSAM June 2002 - April 2007
Trust Company of the West (now Crescent Capital Group) January 1999 - May 2002
Sears, Roebuck and Co. October 1997 - December 1998
Merrill Lynch October 1996 - October 1997
Crescent Capital/TCW (now Crescent Capital Group) April 1994 - October 1996
Congressional Budget Office June 1992 - April 1994
Real Estate/Municipals Sell-Side Boutique August 1993 - March 1994
Skills
High Yield, Distressed Debt, Trading, Leveraged Finance, Credit Analysis, High Yield Bonds, Portfolio Management, Equities, Investment Strategies, Investment Banking, Options, Hedge Funds, Investments, Capital Markets, Series 7, Opportunistic Credit, Loans, Special Situation..., Value Equities, Event-Driven, Long/Short, Preferred, CLO, Converts, Leveraged Loans, Investment Strategy, Value Investing, Debt, Bridge Loans, Financial Risk, Structured Finance, Mezzanine, Valuation, Structured Products, Series 63, Syndications, Buy-side, Fixed Income, Convertible Bonds, Special Situations, Credit, LBO, Credit Derivatives, Securities, Emerging Markets, Financial Structuring, Private Equity, Bloomberg, Investment Management, Equity Research
Education
Duke University 1988 — 1992
B.A., Economics
Harvard Radiation Oncology Program June 2015 - Present
Penn Medicine (University of Pennsylvania Health System) June 2014 - June 2015
Department of Radiation Oncology, University of Pennsylvania May 2011 - June 2014
Department of Bioethics, University of Pennsylvania May 2011 - August 2011
Armaleo Lab, Duke University August 2009 - May 2010
Johnsen Lab, Duke University August 2007 - May 2010
Johnson & Johnson May 2009 - August 2009
Johnson & Johnson May 2008 - August 2008
Merrill Lynch May 2007 - July 2007
Skills
R&D, Cancer, Medicine, Qualitative Research, Molecular Biology, Epidemiology, Public Speaking
Education
University of Pennsylvania 2010 — 2014
Doctor of Medicine (MD)
University of Pennsylvania 2010 — 2014
Master's degree, Bioethics/Medical Ethics
Duke University 2006 — 2010
Bachelor of Science (BS), Biology, Ethics
Civica Global Admissions Consulting March 2011 - Present
Merrill Lynch May 2012 - November 2012
Duke University August 2011 - May 2012
U.S. House of Representatives June 2006 - July 2011
Duke Department of Psychology and Neuroscience August 2010 - February 2011
Kathy Harrington for NC Senate June 2010 - November 2010
Duke Asian and Pacific Studies Institute August 2009 - May 2010
The Gaston Gazette May 2005 - August 2008
Skills
Public Speaking, Fundraising, Leadership, Editing, Research, Entrepreneurship, Public Relations, Microsoft Office, Data Analysis, Press Releases, Strategy, Social Media, PowerPoint, Microsoft Excel, Higher Education, College Admissions, College Applications, Writing, Interviews, Event Planning, Management, Teaching, Marketing Communications, Training, Nonprofits, Graphic Design, Program Management, Blogging, Social Networking, Microsoft Word, Community Outreach, Organization, Marketing, Facebook, Time Management, Social Media Marketing, Politics, HTML, Event Management, Analysis, InDesign, Marketing Strategy, Creative..., Volunteer Management, Creative Writing, Web Design, Photoshop, Leadership Development, WordPress, Market Research
Education
Duke University 2008 — 2012
BA, English, Political Science
University of Oxford 2008 — 2012
Bachelor of Arts (B.A.), Victorian Literature (Study Abroad While at Duke University)
TU Berlin 2010 — 2010
German language and poetry
South Point High School 2004 — 2008
Google 2015 - Present
Google 2013 - 2015
Google 2011 - 2013
Ogilvy & Mather 2010 - 2011
Ogilvy & Mather 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch June 2007 - August 2007
Duke University Fuqua School of Business 2006 - 2007
Skills
Digital Marketing, Digital Media, Digital Strategy, Strategic Partnerships, Integrated Marketing, Account Management, Business Strategy, Technology Policy, Public Policy, Marketing Strategy, Direct Marketing, Marketing Communications, Google Analytics, Social Media, Public Affairs, Web Analytics
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Strategy, Management
Duke University 2004 — 2008
BA, Political Science, Markets & Management
Horace Greeley High School 2000 — 2004
JPMorgan 2005 - Present
Monitor Group December 2002 - July 2003
Merrill Lynch July 2000 - August 2002
Merrill Lynch July 1999 - July 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Management, Investment Banking, Private Equity, Leveraged Finance, Portfolio Management, Investments, Capital Markets
Education
Stanford University Graduate School of Business 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1995 — 1999
BSE, Electrical and Biomedical Engineering
LFA
UBS June 2015 - Present
J.P. Morgan July 2012 - June 2015
Merrill Lynch July 2007 - July 2012
Education
Duke Fuqua School of Business
Master of Business Administration (M.B.A.), Finance
Duke University
Bachelor of Science, Economics
United States Military Academy at West Point
Computer Science
Valo Group June 2014 - August 2014
Lantheus Medical Imaging 2012 - 2013
Avista Capital Partners 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Private Equity, Venture Capital, Growth Equity, Leveraged Buyouts, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Leveraged Finance, Investment Banking, Corporate Strategy..., Business Strategy, Strategic Partnerships, Value Creation, Lean Startup
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pennsylvania 2003 — 2006
Bachelor of Arts, Economics
Duke University 2002 — 2003
Bachelor of Arts, Economics
JPMorgan Chase October 2005 - Present
Merrill Lynch 1997 - 2005
Citi 1982 - 1997
Skills
Architecture, Network Strategy, Data Center, Infrastructure, ITIL, IT Strategy, Vendor Management, Enterprise Architecture, PMO, SDLC, Project Portfolio..., Technology Management, Project Management, Cloud Computing, Leadership, Team Leadership, Global Cross-Functional..., Disaster Recovery, Computer Network...
Education
Duke University 1999 — 2000
MBA, Business
Iona College 1990 — 1994
Bachelor of Science (BS), Business/Managerial Economics, Cum Laude
Oppenheimer & Co. Inc. October 2014 - Present
US Navy October 2014 - Present
Oppenheimer & Co. April 2011 - October 2014
First Hawaiian Bank January 2005 - October 2009
AXA Advisors April 2004 - December 2004
Merrill Lynch September 1999 - December 2003
Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities
Education
IE Business School 2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA
Drury University 1994 — 1998
BA, Business Administration
Jefferson City High School 1990 — 1994
3i Group plc May 2015 - Present
Bain & Company 2013 - 2015
Southern Tide August 2010 - May 2013
Merrill Lynch June 2012 - August 2012
Caacupé ONG June 2011 - August 2011
MotionPoint Corporation June 2007 - August 2009
Skills
Strategy, Financial Modeling, Business Analysis, Due Diligence, Analytics, Public Speaking, Business Transformation, Leadership, Management Consulting, Research, Corporate Finance, Social Media, Business Process..., Valuation
Education
UNC Chapel Hill 2009 — 2013
Robertson Scholar; BS, Business Administration; Economics, Highest Honors
Duke University 2009 — 2013
Robertson Scholar, Economics
Missouri Department Of Revenue February 2014 - Present
Oklahoma State University August 2012 - May 2013
Volunteer Income Tax Assistance March 2011 - April 2012
Merrill Lynch May 2010 - August 2010
Skills
Financial Audits, Tax Compliance, Financial Analysis, Tax Preparation, Strategic Planning, Marketing, Project Management, Financial Planning, Leadership, Customer Service, International Business, QuickBooks, SAP, Microsoft Excel, PowerPoint
Education
Oklahoma State University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Drury University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors March 2015 - Present
RBC Wealth Management October 2004 - March 2015
J.B.Hanauer October 2004 - October 2009
Merrill Lynch March 2000 - October 2004
sunstate steel May 1990 - April 2000
Skills
bringing tax exempt..., managaging covered call..., Public Finance, Financial Management, Investment Strategies, save for college or..., Portfolio Management, Save, Investments, Retirement, Series 63, Estate Planning, Series 7, Fixed Annuities, Risk Management, Financial Services, Banking, Asset Managment, Asset Management, Strategy, Investment Advisory, Insurance, Financial Analysis, Small Business, Wealth Management, Finance, Management, Retirement Planning, Mutual Funds, Small Business Lending, Long-term Care, Due Diligence, Asset Allocation, Securities, Financial Risk, Life Insurance, Wealth Management..., Loans, Financial Advisory, High Net Worth..., 401k Rollovers, Financial Planners, Separately Managed..., Strategic Financial..., Bonds, Wealth Accumulation, Alternative Investments, Trust Services, Variable Annuities, Trust Management
Education
Drexel University - LeBow College of Business 1971 — 1976
BS, Mktg and Finance
Gemantown Lutheran Academy '71 1969 — 1971
baccaleaurette, Academic Curriculim
Merrill Lynch September 2013 - Present
Skills
Retirement Planning, Retirement Income..., Modular Retirement..., Selective Income..., Trust and Estate..., Financial Planning..., Wealth Management, Asset Management, Estate Planning, Strategic Financial..., Retirement, Investments, Asset Allocation, Series 7, Financial Planners, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Wealth, Financial Planning, Management, Public Speaking, Financial Analysis, Customer Service, Marketing, Team Building, Portfolio Management, Strategic Planning, Small Business
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning
Milligan College
Bachelor of Science (BS), Business Administration
Morgan Stanley April 2014 - Present
Merrill Lynch May 2010 - April 2014
Bridgewater Associates February 2009 - May 2010
J.P. Morgan September 2008 - February 2009
Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Political Science
Ethical Culture Fieldston School
High School
AXA Advisors July 2014 - Present
MetLife May 2006 - June 2014
Merrill Lynch November 2001 - March 2003
Skills
Mutual Funds, Alternative Investments, Investments, Retirement, Financial Analysis, Series 7, Retirement Planning, Analysis, Due Diligence, Financial Advisory, Securities, Wealth Management, Insurance, Asset Allocation, IRAs, Series 63, Financial Services, Series 6, Portfolio Management, Fixed Annuities, Strategic Financial..., Life Insurance, Investment Advisory, 401k, Investment Strategies, Series 24, Financial Planning
Education
Drexel University - College of Business and Administration
Bachelor of Science, Economics
FastPay December 2014 - Present
Thomas Weisel Partners August 2011 - October 2014
Thomas Weisel Partners August 2007 - August 2011
CIBC World Markets 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets
Education
Duke University
Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Michigan - Ross School of Business August 2015 - Present
PepsiCo July 2014 - July 2015
BASF January 2012 - July 2014
BASF July 2010 - December 2011
The Arnone-Lerer Fund August 2009 - May 2010
Johnson & Johnson May 2009 - August 2009
Merrill Lynch May 2007 - August 2008
XS Direct May 2008 - July 2008
Skills
Corporate Finance, Financial Analysis, Forecasting, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Financial Forecasting, Financial Accounting, Microsoft Office, Analysis, Budgets, Strategic Financial..., Data Analysis, Variance Analysis, SAP, Portfolio Management, Investments, Bloomberg, CPA, M&A analysis, Due Diligence, WACC, DCF Valuation, CAPM, NPV, Budget Process, Financial Controlling, Managerial Finance, Managerial Accounting, Business Analysis, Cost Accounting, Cognos, Sales Finance, ROI, Trade Promotions, SAP BW, Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Strategy
Villanova University 2006 — 2010
BS, Finance and Accounting, Mathematics Minor, Major GPA: 3.5
Harvard University Extension School 2012 — 2013
Graduate Coursework, Mergers & Acquisitions, 3.5 GPA
Dublin City University 2008 — 2008
History
Croton Harmon High School 2002 — 2006
Army West Point July 2014 - Present
Major League Lacrosse June 2012 - Present
Providence College January 2014 - June 2014
Fantex, Inc. June 2012 - January 2014
Merrill Lynch June 2010 - August 2010
Skills
Team-oriented, Team Leadership, Public Speaking, Multi Tasking, Time Management, Microsoft Office, SPSS, Financial Analysis, Data Analysis, Microsoft Excel, Social Media, Leadership, PowerPoint, Financial Modeling
Education
Duke University - Fuqua School of Business 2011 — 2012
Master's degree, Management Studies
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics
Microsoft April 2015 - Present
Simplicity Consulting November 2014 - Present
Derflan, Inc. June 2010 - July 2014
Private LLC December 2000 - 2011
Derflan Inc. February 2010 - July 2010
Microsoft 1995 - 2000
Duke University 1992 - 1995
Merrill Lynch June 1992 - August 1994
Skills
Business Intelligence, business development, Project Planning, Business Strategy, Product Marketing, Management, Program Management, Marketing, Cross-functional Team..., Project Management, Strategic Planning, Negotiation, Strategic Partnerships, Cross Cultural..., Business Analysis, Business Process..., Mediation, Field Marketing, Field Development, Cross-team Collaboration, Process Optimization, Financial Analysis, Channel Partners, Competitive Analysis, Market Analysis, Account Management, Budgets, Social Media, CRM, Product Management, International Business, Strategy, Leadership, Microsoft Excel, Financial Reporting, PnL Management, Conflict Resolution, Dispute Resolution, Real Estate Financing, Corporate Social...
Education
University of Washington 2012 — 2014
Executive Master of Public Administration (MPA), Public Administration
Duke University 1991 — 1995
BS, Computer Science
University of Washington 2002 — 2003
Certificate, Multimedia, N/A
Bellevue City Government
Bellevue Essentials
King County Dispute Resolution Center 2013 — 2013
Certificate, Basic Mediation
North Brunswick Township High School 1987 — 1991
Airbox Inc 2015 - Present
Sookasa 2013 - 2015
PrePay 2010 - 2013
Merrill Lynch 2009 - 2009
AVM, L.P. 2008 - 2008
Education
Duke University 2005 — 2009
Yahoo July 2014 - Present
Videology Group July 2013 - July 2014
Videology Group May 2012 - June 2013
Videology Group August 2011 - May 2012
Kennedy & Associates May 2009 - August 2011
Merrill Lynch October 2007 - February 2009
Sandy Spring Bank June 2006 - August 2006
Nextel 2004 - 2004
Skills
Early Stage Companies, Online Advertising, Digital Marketing, Conversion Optimization, Ad Serving, Advertising Operations, Media Sales, Media Solutions, Video Advertising, Demand Side Platform, MySQL, Digital Strategy, Digital Media, Mobile Marketing, Start-ups, Integrated Marketing, Advertising, Leadership, Social Media, Analytics, CRM, Management, Marketing, Strategy
Education
Duke University
BA
Gonzaga College High School
Diploma
Wells Fargo Advisors LLC 2009 - Present
Merrill Lynch July 1999 - January 2009
Skills
Investments, Small Business, Retirement Planning, Financial Services, Retirement, Education Funding, Risk Management, Securities, Personal Finance, Mutual Funds, Management, Insurance, Finance, Investment Strategies, Alternative Investments, Financial Advisory, Equities, Financial Modeling, Fixed Income, High Net Worth..., Asset Allocation, Estate Investment..., Employee and Executive...
Education
Drexel University - College of Business and Administration 1983 — 1988
Finance
North Penn High School
The American College
The University of Chicago - Booth School of Business 2011 — 2011
Certified Private Wealth Advisor Program, Financial Services
Adventures In Golf 1996 - Present
Great Adventure 1989 - Present
Central Trust & Investment Company 2003 - 2008
Land Financial Group 1986 - 1989
Merrill Lynch 1985 - 1986
First Financial Group 1985 - 1985
Edward Jones 1983 - 1985
Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...
Education
University of Missouri-Saint Louis 1981 — 1983
Bachelor of Science, Business Administration, Finance
Washington University in St. Louis 1981 — 1981
Mechanical Engineering
Duke University 1979 — 1980
Mechanical Engineering
Cannon Financial Institute
Advanced Wealth Strategies - 2007
Landmark Education
Parkway Central High School - Class of 1979
Professional Licensures
The School for Extraordinary Golf - 1994
Investment Management Firm August 2013 - Present
Apax Partners June 2011 - July 2013
Merrill Lynch June 2009 - May 2011
Skills
Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, LBO, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Financial Analysis, Mezzanine, Due Diligence, Corporate Finance, Mergers, Restructuring, Principal Investing, Alternative Investments, Equity Research
Education
Duke University 2005 — 2009
BS, Economics, Mathematics
Voya Investment Management June 2010 - Present
BlackRock March 2004 - December 2008
Merrill Lynch Investment Managers June 1998 - March 2004
Merrill Lynch June 1996 - June 1998
Skills
Fixed Income, Asset Managment, Series 7, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Investments, Separately Managed..., Asset Management, Finance, Investment Management, Relationship Management
Education
Drexel University - LeBow College of Business 1989 — 1992
MBA, Management Science
Gettysburg College 1986 — 1989
BA, Economics
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
McKinsey & Company August 2014 - Present
Google June 2013 - August 2013
McKinsey & Company July 2011 - July 2012
McKinsey & Company September 2009 - June 2011
McKinsey & Company May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
American Airlines August 2006 - May 2007
Target May 2006 - August 2006
Skills
Financial Modeling, Management Consulting, Strategy, Market Analysis, Valuation, Corporate Development, Market Entry, Analytics, Due Diligence, Strategic Consulting, Competitive Analysis, Business Strategy, Hotels, Airlines, Travel Management, Online Travel, Travel Planning, Leisure Travel
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Duke University 2005 — 2009
BA
Villa Corsa Salviati
Paladin Capital Group 2008 - Present
PhishMe, Inc. July 2012 - Present
Courion Corporation April 2013 - February 2015
Merrill Lynch 2006 - 2008
Skills
Venture Capital, Alternative Investments, Private Equity, Cyber Security, Alternative Energy, Due Diligence, Security, Investments, Cloud Computing
Education
Duke University 2002 — 2006
BA, Political Science (American Institutions & Public Policy); Philosophy; Earth & Ocean Sciences
The Potomac School 1998 — 2002
New Mountain Capital February 2012 - Present
SAC Capital March 2009 - February 2012
Morgan Stanley September 2007 - November 2008
Wal-Mart Walmart.com 2006 - 2007
Harvard Business School July 2004 - June 2006
IMG June 2005 - August 2005
Merrill Lynch 2002 - 2004
Skills
Fundraising, Capital, Strategic Planning, Start-ups, Management Consulting, Sales, Entrepreneurship, Marketing Strategy, Cross-functional Team..., E-commerce, Business Development, Financial Services
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1998 — 2002
BA, Economics, Summa Cum Laude, Phi Beta Kappa
Milton Academy 1994 — 1998
K.G. International March 2009 - Present
Sun Capital Partners 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
LBO, Valuation, Investments, IPO, Investment Banking, Finance, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Business Development, Recapitalizations
Education
Duke University 2001 — 2005
BA, Economics, Business
School name:
Lemain Equity Management November 2008 - Present
Merrill Lynch June 2002 - October 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2002
MBA, Global Analysis / Multinational Management
Duke University 1994 — 1998
BA, Economics
North Hudson Community Action Corporation November 2014 - Present
Ginnie's House - Sussex County Childrens' Advocacy Center March 2014 - Present
Adelphi Group Consulting, LLC March 2003 - Present
Thorlabs May 2012 - June 2014
Merrill Lynch April 1999 - March 2003
Rutgers University January 2000 - May 2000
Newton Memorial Hospital October 1995 - March 2000
Organizational Psychology Consulting Firm Rutgers Center for Applied Psychology June 1999 - October 1999
Lucent Technologies 1998 - 1999
Berlex Laboratories 1998 - 1998
Skills
Management, Organizational..., Grant Writing, Training, Executive Coaching, Leadership Development, Program Evaluation, Coaching, Organizational..., Microsoft Office, Change Management, PowerPoint, Psychology, Talent Management, Fundraising, Research, Performance Management, Public Speaking, Nonprofits, Community Outreach, Program Development, Emotional Intelligence, Microsoft Excel, Team Management, Microsoft Word, Team Building, Employee Engagement, Grants, Teaching, Strategic Planning, Leadership, Volunteer Management, Employee Relations, Organizational Design, Higher Education, Healthcare, Management Consulting, Psychotherapy, Psychological Assessment, Community Development, Mental Health, Program Management, Recruiting, Training Delivery, Conflict Resolution, Workshop Facilitation, Instructional Design, Staff Development, Non-profit..., Consulting
Education
Duke University 1990 — 1994
BA, Public Policy Studies
Fairleigh Dickinson University-College at Florham 2013 — 2015
Post-Doc Program, Clinical Psychopharmacology
Rutgers, The State University of New Jersey-New Brunswick
Doctor of Psychology (PsyD)
The College of New Jersey
Educational Specialist, Counselor Education Ed.S., Marriage and Family Therapy
FusionIQ June 2015 - Present
Credit Suisse October 2006 - July 2011
Merrill Lynch April 1988 - October 2006
Skills
Finance, Securities, Trading, Investment Banking, Wealth Management, Structured Finance, Venture Capital, Emerging Markets, Investments, Private Banking, Financial Modeling, Risk Management, Business Strategy, Management, Asset Allocation, Equities, Financial Structuring, Corporate Finance
Education
Duke University 1983 — 1987
Bachelor of Arts (BA), Political Science
Millbrook School 1979 — 1983
DayRiver 2013 - Present
CARELA 2013 - Present
Green Collar Foods 2014 - Present
Blenheim Chalcot 2010 - 2013
Merrill Lynch 2008 - 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Private Equity, Investments, Corporate Finance, Alternative Investments, Corporate Development, Finance, Start-ups, Venture Capital, Business Development, Strategy, Portfolio Management, Food & Beverage, Urban Agriculture, Investment Banking, Management, Entrepreneurship, Leadership, Marketing
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics
London School of Economics and Political Science
Econometrics and Quantitative Economics
The Hotchkiss School
The Allen-Stevenson School
Quest Diagnostics June 2011 - January 2014
Neiman Marcus May 2010 - May 2011
Merrill Lynch March 2007 - September 2008
Skills
Public Speaking, Account Management, Research, Microsoft Word, Project Management, CRM, Social Media Marketing, Hospitals, Medical Devices, Cold Calling, Business Development, Management, Managed Care, New Business Development, Marketing Communications
Education
Drexel University - College of Business and Administration
BS, Marketing
Gwynedd Mercy of Academy
Little Pickle Press, Inc. January 2009 - Present
North Point Advisors LLC August 2004 - January 2008
Banc of America Securities May 2001 - October 2002
Merrill Lynch August 1998 - May 2001
Alex. Brown & Sons March 1996 - August 1998
Wilson Sonsini Goodrich & Rosati June 1994 - March 1996
Pillsbury Madison & Sutro October 1991 - June 1994
Skills
Children's Books, Mergers, Publishing, Books, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Digital Media, E-commerce, Content Strategy, Strategy, Brand Development, Leadership, Business Planning, Social Media, Mergers & Acquisitions, Blogging, Marketing, Social Media Marketing, Digital Strategy, Online Marketing, Management, Lead Generation, Online Advertising, Digital Marketing, New Media, Social Networking, Mobile Marketing, Content Development, Email Marketing, Web Analytics, SEO, PPC, Strategic Planning, Editing
Education
Vanderbilt University Law School 1988 — 1991
J.D.
Duke University 1984 — 1988
A.B., Political Science, Psychology
Scituate Jr. Sr. High School 1978 — 1984
Merrill Lynch Wealth Management September 2010 - June 2014
Bank of America March 2009 - August 2010
Merrill Lynch September 2006 - March 2009
Merrill Lynch September 1994 - August 2006
Prudential Financial February 1992 - August 1994
PWC 1990 - 1992
Skills
Risk Management, Cross-functional Team..., Business Strategy, CRM, Banking, Financial Analysis, Project Management, PMO, Financial Risk, Relationship Management, Operational Risk..., Portfolio Management, Wealth Management, Business Analysis, Credit, Project Portfolio..., Business Change..., corporate governance, Compliance, Communications Strategy, Meeting & Event..., Financial Services, Securities, Equities, Mutual Funds, Business Process..., Change Management, Corporate Governance, Financial Modeling, Strategic Communications
Education
Drexel University - LeBow College of Business 1987 — 1990
BS, Accounting
Adreima August 2012 - Present
Waud Capital Partners July 2008 - July 2012
Ventas, Inc. July 2002 - June 2006
Merrill Lynch 2000 - 2002
Skills
Private Equity, Due Diligence, Financial Modeling, Mergers, Investment Banking, Investments, Corporate Development, Financial Analysis, Corporate Finance, Principal Investing, Alternative Investments, Bloomberg, Real Estate Economics, Series 7
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Duke University 1996 — 2000
BS, Economics and Mathematics
Ghurka December 2014 - Present
N2 August 2014 - Present
Springpad August 2013 - May 2014
Time Inc. November 2010 - August 2011
Time Inc. 2005 - November 2010
Citigroup Global Markets 2000 - 2005
Merrill Lynch 1998 - 2000
American Management Systems (AMS) June 1993 - June 1996
Skills
Corporate Development, Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Digital Media, Digital Marketing, Digital Strategy, Strategic Planning, Publishing, Integrated Marketing, Content Strategy, Strategy, Mobile Advertising, E-commerce, Start-ups, Analytics
Education
Cambridge School of Culinary Arts 2012 — 2012
Certificate in Culinary Arts
Duke University
AB
University of Virginia Darden School of Business
MBA
Civeo June 2014 - Present
Oil States International December 2013 - May 2014
Oil States International, Inc. May 2006 - November 2013
Oil States International, Inc. March 2001 - April 2006
SCF Partners June 1998 - February 2001
Merrill Lynch July 1996 - June 1998
Skills
Negotiation, Energy, Energy Industry, Corporate Finance, Strategic Planning, Business Strategy, Petroleum, Mergers, Budgets, Financial Modeling, Due Diligence, Analysis, Risk Management, Corporate Development, Financial Reporting, Divestitures, Executive Management, Mergers & Acquisitions, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA
Duke University 1992 — 1996
Bachelor of Arts (B.A.)
Nike 2014 - Present
Banfield Pet Hospital 2011 - 2014
Kimberly-Clark 2008 - 2010
Merrill Lynch June 2007 - October 2008
Edison Schools 2003 - 2005
Merrill Lynch July 2000 - June 2003
Skills
Management Consulting, Strategy, Business Development, Financial Reporting, Financial Modeling, Business Strategy, Corporate Finance, Mergers & Acquisitions, Valuation, Strategic Planning, Due Diligence, Analysis, Investments, Financial Analysis, Corporate Development, Competitive Analysis, Private Equity
Education
Harvard Business School 2005 — 2007
Duke University 1996 — 2000
BS, Economics
Atos August 2015 - Present
Bank of America April 2012 - Present
TEKsystems December 2007 - Present
Comcast August 2014 - July 2015
Merrill Lynch 1998 - 2007
Skills
Data Center, Virtualization, VMware, Servers, Windows Server, VMware ESX, Solaris, Citrix, Cisco Technologies, Storage, TCP/IP, Operating Systems, Linux, System Deployment, Networking, Infrastructure, Windows XP, Enterprise Software, Switches, Project Management, Disaster Recovery, Program Management
Education
Drexel University - LeBow College of Business 1977 — 1982
BS - Industrial Engineering, Computer Management
Taylor-Wharton Cryogenics LLC September 2014 - Present
Wind Point Partners September 2011 - September 2014
ACCION Chicago September 2011 - May 2013
Merrill Lynch July 2009 - June 2011
Merrill Lynch May 2008 - August 2008
Sargent & Lundy May 2007 - August 2007
Northern Trust May 2006 - August 2006
Skills
Valuation, Financial Modeling, Private Equity, Portfolio Management, Derivatives, Divestitures, Energy, Capital IQ, Business Valuation, Research, Microsoft Excel
Education
Duke University 2005 — 2009
BSE, BS, Mechanical Engineering, Economics
Hinsdale Central
Robert W. Baird & Co. March 2009 - Present
Banc of America Securities January 2008 - March 2009
Banc of America Securities July 2006 - December 2007
Merrill Lynch January 2003 - July 2004
Merrill Lynch July 2000 - December 2002
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Duke University 1996 — 2000
Bishop Fenwick High School 1992 — 1996
The Coca-Cola Company January 2015 - Present
The Coca-Cola Company June 2013 - January 2015
The Coca-Cola Company April 2011 - June 2013
glaceau December 2009 - May 2011
glaceau February 2009 - December 2009
The Topps Company July 2007 - February 2009
The Topps Company July 2007 - July 2008
John N. Seip & Co. October 2003 - June 2007
Merrill Lynch June 2001 - October 2003
Merrill Lynch August 2001 - September 2003
Skills
Brand Management, Cross-functional Team..., Advertising, Strategy, Product Management, Digital Media, Marketing, Marketing Research, Creative Direction, Market Planning, Public Relations, Strategic Planning, Management, Social Networking, Leadership, Retail, Customer Insight, Consumer Products, Integrated Marketing, Competitive Analysis, Marketing Strategy, Brand Awareness, Shopper Marketing, Brand Architecture, Strategic Partnerships, Merchandising, Training, Brand Development, Sales Operations, Product Marketing, Sales, Analysis, Marketing Communications, Product Development, FMCG, Digital Marketing, Segmentation, P&L Management, Market Research, Marketing Management
Education
New York University 2005 — 2007
Masters of Science, Sports Business; Marketing and Media
Duke University 1997 — 2001
BA, History
Merrill Lynch January 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch July 2007 - December 2010
Merrill Lynch June 2004 - June 2007
Skills
Fixed Income, Restructuring, Leveraged Finance, Bloomberg, High Yield, Credit Analysis, Series 7, Bonds, Syndications, Loans, Debt Restructuring, Microsoft Excel, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking
Education
Duke University 2001 — 2003
Bachelor
Winstead PC June 2015 - Present
Bank of America June 2010 - May 2015
Bank of America September 2009 - June 2010
Cadwalader, Wickersham & Taft 2008 - 2009
Cadwalader, Wickersham & Taft May 2007 - August 2007
Merrill Lynch April 2004 - May 2005
Bureau of Economic Analysis October 2002 - December 2003
Education
Duke University 2005 — 2008
MA, Economics
Duke University School of Law 2005 — 2008
JD, Law
The College of New Jersey 1995 — 2002
BA/BM, Economics and Music Education
Visiting Nurse Service of New York 2003 - Present
Visiting Nurse Service of NY 2001 - Present
Merrill Lynch 2001 - 2001
Madison Real Estate Technologies 1999 - 2000
Morgan-Stanley Dean Witter 1999 - 1999
Skills
Databases, EMR, Healthcare Information..., Quality Assurance, Integration
Education
Duke University
BA, Psychology, French
Université Paris-Sorbonne
1er degre, French, Linguistics
The University of Maryland Medical System June 2015 - Present
Phelps Memorial Hospital May 2014 - May 2015
New York-Presbyterian Hospital/Hudson Valley Hospital July 2013 - May 2015
The PR Verdict December 2012 - May 2014
Mission Hospitals July 2012 - May 2013
Marsh & McLennan Companies April 2007 - December 2010
UBS September 2002 - March 2007
Merrill Lynch June 1998 - July 2002
Bloomberg News September 1991 - September 1997
Skills
Media Relations, Strategic Communications, Public Relations, Press Releases, Nursing Care, Corporate Communications, Internal Communications, Crisis Communications, Crisis Management, Marketing Communications, Editing, Social Networking, Journalism, Public Speaking, Speech Writing, Healthcare, ACLS, BLS, Newsletters, Management, Hospitals
Education
Duke University 2011 — 2012
Bachelor of Science (B.S.), Nursing
Rider University
Bachelor of Arts (B.A.), Journalism
The Boston Consulting Group September 2014 - Present
GALAEI June 2013 - August 2013
United Nations September 2011 - July 2012
The Boston Consulting Group September 2011 - July 2012
The Boston Consulting Group September 2009 - September 2011
Adventure Treks May 2009 - August 2009
Duke University August 2008 - April 2009
Merrill Lynch May 2008 - August 2008
Duke University August 2007 - December 2007
Duke University January 2007 - May 2007
Skills
Research, Microsoft Office, Healthcare, Data Analysis, Spanish, Strategy, Modeling, Consulting, Analysis, Business Strategy, Project Management, Program Management, Management Consulting, Financial Modeling, Management, Leadership, Valuation, Due Diligence, Nonprofits
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BS
Martin County High School 2001 — 2005
Alkeon Capital Management July 2012 - Present
Paul Capital Partners March 2009 - June 2012
Merrill Lynch March 2008 - March 2009
Merrill Lynch May 2006 - March 2008
Northwestern Mutual June 2003 - May 2006
ITN Networks February 2002 - June 2003
Education
Duke University 1997 — 2001
B.A., Sociology, French
J.B.Hanauer & Co. October 2003 - Present
RBC Wealth Management 2003 - 2010
merrill lynch 2000 - 2003
Education
Drexel University - LeBow College of Business 1971 — 1976
BS, Business
BKD February 2000 - Present
BKD Wealth Advisors, LLC February 2000 - Present
Merrill Lynch January 1986 - February 2000
Skills
Strategic Financial..., Investment Management, Investment Strategies, Strategic Planning, Management, Investments, Public Speaking, Leadership, wealth management
Education
Drury University 1979 — 1983
BA, Business Administration
MillerCoors February 2013 - Present
MillerCoors February 2012 - February 2013
MillerCoors August 2010 - January 2012
MillerCoors June 2009 - September 2009
NAVTEQ August 2006 - July 2008
Merrill Lynch July 2004 - June 2006
Skills
Business Strategy, Corporate Development, M&A experience, Private Equity, Leveraged Finance, Microsoft Excel, Financial Modeling, Consumer Goods, Alcoholic Beverages, Craft Beer, Beer, Beverage Industry, Location Based Services, Market Analysis, Corporate Finance, Acquisitions, Mergers & Acquisitions, Investments, Strategy, Investment Banking, Start-ups, Consumer Products, Competitive Analysis
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Strategic Management, Marketing Management, Entrepreneurship
Duke University 2000 — 2004
BA, Economics
New Trier High School 1996 — 2000
Stan Johnson Company January 2013 - Present
Stan Johnson Company June 2010 - Present
Vestmont Capital 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Real Estate Development, Real Estate Economics, Real Estate Transactions, Real Estate, Dispositions, Investment Properties, Commercial Real Estate, Investments, Leases, Brokerage
Education
Drury University
Carter's/OshKosh B'Gosh 2009 - Present
Ropes & Gray LLP 2001 - 2009
Palmer & Dodge LLP May 2000 - August 2000
Merrill Lynch May 1999 - September 1999
Education
Duke University School of Law 1998 — 2001
JD
Duke University 1995 — 1998
BA, Economics
Merrill Lynch March 2008 - Present
Landry's Restaurants November 2007 - Present
Education
Drexel University - LeBow College of Business 2007 — 2009
Accounting
Vanke September 2011 - April 2013
Glencore May 2010 - September 2010
Merrill Lynch July 2007 - February 2009
VISA USA Government Relations May 2005 - August 2005
Skills
Economics, Fixed Income, Valuation, Trading, Fundraising, Real Estate, Financial Modeling, Financial Services, Finance, Due Diligence, Quantitative Analytics, Private Equity, Corporate Finance, Emerging Markets, Strategy, Financial Analysis, Investment Banking, Asset Management, Venture Capital, Investments
Education
Duke University 2013 — 2017
Doctor of Philosophy (PhD), Economics, A
Harvard Business School 2009 — 2011
MBA, Finance
Duke University 2003 — 2007
BS, math, economics
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch May 2006 - April 2010
Merrill Lynch August 2004 - May 2006
Merrill Lynch April 1999 - August 2004
Merrill Lynch February 1998 - April 1999
CoreStates Financial Corp. September 1993 - August 1995
Skills
Insurance, Investments, Mutual Funds, Retirement, Series 7, Financial Services, Strategic Financial..., Uniform Combined State..., Wealth Management, Finance, Asset Allocation, Securities, Fixed Income, Series 63, Asset Management
Education
Drexel University - College of Business and Administration 1988 — 1993
Bachelor's degree, Accounting
University of Delaware February 2015 - Present
Citi March 2011 - Present
Citi [Citigroup] 1999 - 2011
Merrill Lynch July 1993 - August 1999
Skills
Strategic Planning, Risk Management, Vendor Management, SDLC, Portfolio Management, Linux, Program Management, Enterprise Software, Business Continuity, Project Management, Management, Banking, PMO, Solaris, Information Security, Databases, Business Analysis, Governance, IT Strategy, Process Improvement, Enterprise Architecture, Integration, Private Cloud, Cloud Computing
Education
Duke University 1989 — 1993
BA, Computer Science, History
Citadel LLC September 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch January 2011 - July 2011
Merrill Lynch February 2009 - January 2011
Bank of America September 2008 - February 2009
Bank of America June 2006 - August 2008
Skills
Options, Commodity, Rates, Credit Derivatives, Interest Rate..., Swaps, Structured Products, Bloomberg, Capital Markets, Derivatives, Bonds, Quantitative Finance, VBA, Python, R, Matlab, S-Plus, C++, Arduino, Craft Beer, SQL, Fixed Income, Trading
Education
London School of Economics and Political Science 2008 — 2010
MSc, Finance, Distinction
Duke University 2002 — 2006
BSc, Economics, Mathematics, Distinction
Alliant Capital Advisors LLC June 2015 - Present
CapStar Bank July 2012 - August 2013
BancorpSouth February 2006 - July 2012
Wachovia National Bank January 1999 - February 2006
Merrill Lynch January 1986 - November 1989
Marine Midland Bank, N.Y., N.Y. June 1982 - January 1986
Skills
Negotiation, Business Brokerage, Mergers & Acquisitions, Marketing, Strategic Planning, Underwriting, Sales Management, Leadership, Banking, Credit, Real Estate Transactions, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Business Development, Insurance, Investments, Commercial Banking, Finance, Loan Origination, Training, Team Building, Consumer Lending, Small Business, Mortgage Lending, Construction Loans, Management, Treasury Management, Financial Analysis, Refinance, Parenthood, Sales, Brand Development, Public Relations, Nonprofits, Volunteer Management, Interviews, Key Performance..., Portfolio Management, Customer Service, Budgets, Public Speaking, Marketing Strategy, Coaching
Education
Duke University 1978 — 1982
BA, Economics & Languages (French & Chinese)
New York University, Stern School of Business 1982 — 1983
Commecal Bank Training Program, Commercial Banking, Corporate Finance and Sovereign Risk Analysis
Aon Hewitt March 2015 - Present
Kibble & Prentice June 2013 - March 2015
Kibble & Prentice August 2011 - May 2013
Fonte Coffee August 2010 - August 2011
Duke Career Center May 2006 - November 2008
Merrill Lynch June 2007 - August 2007
Duke University August 2006 - June 2007
Duke University Department of Economics May 2006 - August 2006
Skills
Market Research, Analysis, Editing, Research, PowerPoint, Econometrics, Economics, Data Analysis, Photoshop, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Non-profits, Strategic Planning, Competitive Analysis, Financial Analysis
Education
Duke University 2004 — 2009
BS, Economics
Bank of America 2000 - Present
Merrill Lynch 2000 - 2008
Education
Duke University 1997 — 2001
BA, Computer Science, Physics, Psychology
Jefferies LLC 2013 - Present
Citi 2009 - 2013
UBS Investment Bank 2006 - 2009
Lehman Brothers 2004 - 2006
Merrill Lynch 1988 - 2002
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Duke University 1984 — 1988
BS, Electrical Engineering, Economics
Invest in Girls, Inc. 2015 - Present
Putnam Investments 2012 - Present
Crosslink Capital 2009 - 2012
TUDOR INVESTMENT CORPORATION (Raptor Capital Management) 2004 - 2009
Thoma Cressey Equity Partners 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Strategic Planning, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Due Diligence, Alternative Investments, Equities, Corporate Development, Emerging Markets
Education
Duke University
Harvard Business School
MBA
Pentwater Capital Management 2012 - Present
Stone Creek Partners 2009 - 2011
Farallon / Noonday Capital Partners 2005 - 2009
Merrill Lynch 1995 - 2004
Education
University of Cambridge 1994 — 1995
M.Phil., Finance
Duke University 1993 — 1994
LLM
University of Cape Town 1987 — 1990
B.Bus.Sci.
University of Cape Town 1987 — 1990
B.Bus.Sci.
Goldman Sachs July 2010 - Present
Merrill Lynch June 2009 - August 2009
Education
Duke University 2006 — 2010
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Merrill Lynch July 2015 - Present
Susquehanna International Group, LLP (SIG) January 2014 - July 2015
South Jersey Industries January 2013 - December 2013
South Jersey Industries April 2012 - December 2012
JP Morgan April 2011 - September 2011
Merrill Lynch April 2010 - September 2010
Ocean City Fire Dept. June 2006 - September 2010
Skills
Financial Analysis
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
M&T Bank July 2014 - Present
Duke University August 2010 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
Bixler Consulting Group May 2011 - August 2011
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics and Psychology
The Westminster Schools 2004 — 2010
Barclays Capital November 2006 - Present
Deutsche Bank August 2004 - 2006
Merrill Lynch November 1997 - 2002
Skills
Investment Banking, High Yield, Capital Markets, LBO, Private Equity, Equities, Financial Structuring, Corporate Finance, Hedge Funds, Valuation, Fixed Income, Alternative Investments
Education
University of Virginia School of Law 1991 — 1994
JD, Law
Duke University 1986 — 1990
AB, Political Science
Citi June 2015 - Present
Browstone Investment Group November 2014 - February 2015
Loop Capital June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Digital Health Partners May 2013 - August 2013
NJIT June 2011 - August 2011
Skills
Java, Matlab, Microsoft Excel, PowerPoint
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Electrical and Computer Engineering
Bridgewater Raritan High School 2008 — 2012
High School Diploma
Allen & Co. January 1995 - Present
Merrill Lynch June 1993 - December 1994
Skills
Equities, Investment Management, Venture Capital, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Portfolio Management, Alternative Investments, Investment Strategies, Management, Hedge Funds, Investments, Due Diligence, Credit, Start-ups, Capital Markets
Education
Duke University 1989 — 1993
B.A.
Cerner Corporation September 2014 - Present
Cerner Corporation January 2014 - August 2014
Cerner Corporation July 2012 - January 2014
Chipotle Mexican Grill January 2011 - June 2012
Visa June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Spanish, Management, Public Speaking, Social Media, Marketing, Program Management, Data Analysis, Sponsorship, Sales, CRM, Strategic Partnerships, Analysis, Microsoft Word, PowerPoint, Leadership, Consulting, Microsoft Excel, Microsoft Office, Strategy
Education
Duke University 2008 — 2012
BA, History and Certificate in Markets & Management
Universitat Pompeu Fabra
International Business Program (Barcelona, semester abroad)
Shawnee Mission East High School
JONES DAY® November 2013 - Present
HEICO Aerospace November 2011 - November 2013
Harper Meyer July 2011 - August 2011
Castro Barros Sobral Gomes Advogados May 2010 - July 2010
Barrera, Siqueiros y Torres Landa, S.C. May 2009 - July 2009
Ortega Trujillo & Ortega Moreira June 2008 - July 2008
Inter-American Development Bank May 2007 - July 2007
Merrill Lynch May 2006 - July 2006
Skills
Portuguese, Spanish, Securities, Negotiation, International Law, Commercial Litigation, Emerging Markets
Education
Georgetown University Law Center 2008 — 2011
Juris Doctor
Duke University 2004 — 2008
Bachelors of Arts, Political Sciences, Markets and Management
Christopher Columbus High School
Merrill Lynch January 2003 - Present
Education
Duke University 1957 — 1961
BA, Business
UBS Financial Services, Inc. February 2007 - Present
Merrill Lynch October 1997 - February 2007
Education
Vanderbilt University School of Law 1988 — 1991
Doctor of Law (J.D.)
Duke University 1983 — 1987
B.A. Public Policy Studies
The Blackstone Group March 2014 - Present
Brownstone Investment Group January 2012 - February 2014
UBS August 2009 - December 2011
Barclays Capital May 2006 - October 2008
Goldman Sachs August 1996 - May 2006
Merrill Lynch August 1992 - August 1994
Skills
Fixed Income, Hedge Funds, Series 7, Equities, Electronic Trading, Financial Modeling, Trading, Trading Systems, Series 63, Bonds, Securities, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Bloomberg, Derivatives, Valuation, Private Equity, Portfolio Management
Education
Anderson School at UCLA 1994 — 1996
Master of Business Administration (MBA), Finance, General
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Imperial Capital January 2013 - Present
Knight Capital Group December 2008 - December 2012
Merrill Lynch August 2003 - November 2008
Credit Suisse August 1999 - July 2003
Morgan Stanley October 1993 - May 1997
Skills
Fixed Income, Credit Analysis, Sales&Marketing, Trading, Credit Derivatives, Hedge Funds, Equities, Risk Management, High Yield Bonds, Investment Grade Bonds, Structured Products
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Landon School 1979 — 1989
HS Diploma
Citi Personal Wealth Management 2012 - 2015
JPMorgan Chase & Co. June 2010 - March 2012
Merrill Lynch October 2008 - June 2010
citi smith barney 2006 - 2008
NRCC 2006 - 2006
Skills
Financial Planning, Investments, Financial Analysis, Customer Service, Management, Microsoft Word, PowerPoint, Microsoft Office, English, Windows
Education
Duke University
Self-employed January 1991 - Present
GAD INC January 1991 - Present
Paine Webber January 1978 - January 1991
Merrill Lynch January 1974 - January 1978
Education
University of Missouri at Kansas City 1971 — 1976
Master of Business Administration (MBA), Finance
Drury University 1961 — 1965
Bachelor of Arts (B.A.), Economics