Merrill Lynch/ Bank of America
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Merrill Lynch/ Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch/ Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merrill Lynch/ Bank of America Employees
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch Bank of America January 2010 - January 2011
Merrill Lynch June 1986 - January 2010
Skills
Mutual Funds, Alternative Investments, Financial Services, Securities, Series 7, Trading, Equities, Portfolio Management, Finance, Risk Management, Options, Business Analysis, Hedge Funds, Wealth Management, Fixed Income, Vendor Management, Asset Management, Management
Education
Massachusetts Institute of Technology 2011 — 2014
Executive Education Operations and Technology
University of Pennsylvania - The Wharton School 2006 — 2008
Saint John's University 1983 — 1986
BS, Management / Finance
5311 Development, LLC January 2015 - Present
Merrill Lynch - Bank of America June 2013 - January 2015
L.L.Bean May 2012 - November 2012
Education
Bates College 2011 — 2015
Bachelor of Science (B.S.), Physics
Gould Academy 2010 — 2011
Carrabassett Valley Academy 2007 — 2010
BlackRock January 2013 - June 2013
Merrill Lynch - Bank of America 2009 - June 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2004 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Vendor Management, IT Strategy, Project Management, Business Intelligence, Business Strategy, Change Management, Management, Program Management, Business Process, Cross-functional Team..., Enterprise Software
Education
Montclair State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Merrill Edge-Bank of America June 2014 - Present
Merrill Edge-Bank of America January 2013 - June 2014
Merrill Lynch-Bank of America July 2011 - January 2013
Pacific Coast Mortgage August 2009 - July 2011
Charles Schwab March 2008 - August 2009
Nationstar Mortgage July 2004 - January 2008
Edward Jones Investments September 2002 - May 2004
Trenton Cleaning Chemical January 1998 - July 2002
Skills
Organizational Design, Business Process Design, Talent Management, Business Process, Performance Management, Change Management, Employee Engagement, Organizational..., Onboarding, Succession Planning, Program Management, Hands-on Training, Process Improvement, Coaching, Leadership Development, Team Building, Instructional Design, Mentoring, Complaince, Problem Solving, Sales Management, Sales Management..., Customer Service..., Operations Management, Management Consulting, Call Center, Risk Management, Leadership, Call Centers, Sales, Training, Customer Service, Hiring, Management, Vendor Management, Account Management, Budgets, Human Resources, Mortgage Lending, CRM, Customer Satisfaction, Team Leadership, Executive Management, Loans, Banking, Strategy, Relationship Management, Financial Services, Customer Retention, Credit
Education
Western International University 2010 — 2011
Master of Business Administration, International Business
Eastern Michigan University
Bachelor of Business Administration, Computer Management Systems
Merrill Lynch/ Bank Of America August 2013 - Present
Bed Bath & Beyond June 2013 - July 2013
Farmers Insurance January 2013 - May 2013
UBS May 2012 - December 2012
Prowise Solutions October 2011 - May 2012
Cognizant Technology Solutions July 2005 - October 2011
Skills
Java Enterprise Edition, Core Java, DB2, Weblogic, PL/SQL, SOA, Struts, Agile Methodologies, Spring, Java, Hibernate, Web Services, Servlets, ILOG, WebSphere Application..., Spring Webflow, Microsoft SQL Server, IBM BPM, WebSphere MQ, WebSphere Message Broker, Ext JS, jQuery, SDLC, Business Process Design, Integration, Websphere, Quality Center, EJB, WebLogic, WebSphere, Spring Framework, HP Quality Center
Education
Anna University 2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Merrill Lynch Bank of America July 1987 - Present
MerrillLynch January 1987 - Present
Computer Horizons, Inc January 1986 - January 1987
AT&T January 1985 - January 1986
Aetna Insurance January 1983 - January 1984
Skills
Private Banking,..., Wealth Management, Strategic Planning, Databases, Data Center, Business Intelligence, Budgets, Vendor Management, Management, Business Analysis, Software Development, Business Strategy, Risk Management, IT Strategy, CRM, Banking, Requirements Analysis, SDLC, Program Management, Software Project..., Project Management, Strategy
Education
St. Xavier's College
BA, Economics
New York June 2009 - Present
Merrill Lynch, Bank of America December 1988 - June 2009
Skills
See Summary List, Administrative Support, Outlook, Microsoft Office, Budgeting, Excel, Operations Management, PowerPoint, Word, Microsoft Excel, Budgets, Event Planning, Microsoft Word, Teamwork, Spreadsheets, Lotus Notes, Software Documentation, Strategic Planning, SharePoint, Management, Banking, Team Building, Administrative..., Event Management, Financial Analysis, Process Improvement, Leadership, Coordination, Customer Service, Marketing, Employee Relations, Training, Access, Risk Management, Project Planning, Human Resources, Recruiting, Team Leadership, Business Analysis, Contract Management, Performance Management, Project Management, Change Management, Visio, Executive Management, Finance, Vendor Management, Financial Services, Facilities Management, Employee Benefits
Education
City University of New York-College of Staten Island
BS (attended 3 years), Business
Merrill Lynch Bank of America June 2013 - Present
CORE Partners January 2012 - June 2013
The Northern Michigan Real Estate Co. November 2004 - June 2013
CORE Partners October 2008 - December 2011
Boyne Realty & Vacation Properties Network March 2000 - October 2004
Bavarian Village Specialty Ski & Golf Shops May 1986 - February 2000
Skills
Commercial Real Estate, Due Diligence, Property Management, Brokerage, Finance, Leases, Corporate Real Estate, Investments, Marketing, Sales, Portfolio Management, Mergers & Acquisitions, Negotiation, Real Estate Transactions, Real Estate Economics, Financial Analysis, Private Equity, Business Planning, Real Estate Development, Mergers, Investment Properties, Real Estate
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1987
MBA, Information Systems
Michigan State University - The Eli Broad College of Business 1979 — 1983
BA, Finance & Accounting
Seaholm High School
PNC December 2013 - Present
Merrill Lynch, Bank of America January 2012 - December 2013
Merrill Lynch November 2010 - January 2012
Bank of America / Merrill Lynch January 2009 - November 2010
Bank of America May 2005 - December 2008
First Union August 2002 - May 2005
Skills
Series 7, Mortgage Lending, Commercial Banking, Series 63, Loans, Retirement Planning, Credit Analysis, Portfolio Management, Wealth Management, Banking, Investments, Cash Management, Retail Banking, Loan Origination, Investment Advisory, Estate Planning, Securities, Credit, Financial Advisory, Asset Managment, Series 24, Commercial Lending, Mutual Funds, Private Banking, Asset Management, Financial Services, Wealth Management..., Uniform Combined State..., Asset Allocation, Relationship Management, FINRA, Series 65, Equities, Series 6, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch - Bank of America January 2007 - Present
Skills
Financial Advisory, Alternative Investments, Asset Management, Estate Planning, Fixed Annuities, Financial Analysis, Financial Modeling, Bonds, Capital Markets
Education
Institute of Business and Finance 2009 — 2011
Master's degree, Financial Planning and Services
CSU Chico 1997 — 2001
Communication, General
GE Capital November 2014 - Present
GE Capital September 2013 - November 2014
International Fund Services (NA) LLC, A State Street Company March 2013 - May 2013
Parchem – fine & specialty chemicals October 2012 - January 2013
Omnicom Group April 2012 - July 2012
UBS May 2010 - March 2011
MERRILL LYNCH /BANK OF AMERICA February 2008 - March 2010
Sempra Energy Trading September 2006 - August 2007
GENERAL ELECTRIC CORPORATE FINANCIAL SERVICES June 2003 - August 2005
Skills
Prime Brokerage, Bloomberg, Derivatives, Equities, Finance, Financial Services, Trading, Portfolio Management, Capital Markets, Hedge Funds, Financial Analysis, Asset Management
Education
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
Annapurnadeeksha January 2007 - Present
Bank of America July 2014 - April 2015
Medco Health Solutions March 2013 - June 2014
Merrill Lynch - Bank Of America June 2010 - February 2013
AlphaMetrix February 2012 - February 2012
TempCart Inc January 2010 - June 2010
DTCC January 2008 - July 2009
Concentra - Auto Injury Solutions March 2007 - December 2007
City of New York HRA (MIS) March 2006 - February 2007
JP Morgan September 2004 - February 2006
Skills
Oracle, Sybase, Microsoft SQL Server, Unix, Java, XML, Perl, C++, HTML, C, Telecommunications, Equities, Order Management, PowerBuilder, Perl Automation, Python, Liquidity Risk, Credit Risk, Market Risk, Capital Markets, Counterparty Risk, Android, Android SDK, Struts, ASP.NET MVC, Scala, Integration, Data Warehousing, Performance Tuning, Visual Studio, Eclipse, .NET, VB.NET, Database Administration, Trading Systems, ETL, Design Patterns, Programming, Linux, OOP, Enterprise Architecture, Websphere, ASP.NET, C#, T-SQL, Business Analysis, Solution Architecture, Database Design, Data Modeling, Unix Shell Scripting
Education
Strayer University Online 2004 — 2004
Master's, Information Systems, A
Grand Valley State University 1999 — 2000
MS, Computer Sciences, A
National Institute of Information Technology 1994 — 1996
PG Diploma, Systems Management & Software Technology, A
Nizam College 1991 — 1994
Bachelor's Degree, Biology/Chemistry
Kendriya Vidyalaya 1989 — 1991
X-XII, Mathematics, Physics, Biology, Chemistry, 70.8% (x) & 67.5 %(xii)
Kendriya Vidyalaya 1977 — 1989
Kindergarten(Nursery) - IX Grade, Mathematics, Sciences, English, Social Sciences And Sanskrit
Miami University: Farmer School of Business August 2012 - Present
Deloitte June 2015 - August 2015
U.S. House of Representatives May 2014 - August 2014
Merrill Lynch: Bank of America June 2013 - August 2013
SellYourMac.com October 2011 - August 2013
Indian Hill High School August 2008 - June 2012
YourCity.MD June 2011 - October 2011
Skills
Social Media Marketing, Marketing Strategy, Marketing, Social Media, Facebook, Social Networking, Public Speaking, Online Marketing, Digital Marketing, Marketing Research, PowerPoint, Microsoft Office, Entrepreneurship, Media Relations, Online Advertising, Digital Strategy, Product Development, Team Building, Editing, Research, Business Strategy, Strategy, Marketing Communications, Market Research, Advertising
Education
Miami University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Indian Hill High School 2009 — 2012
Wells Fargo Advisors, LLC February 2011 - Present
Bank of America May 2002 - February 2011
Merrill Lynch Bank of America 2002 - 2011
A.G. Edwards 1999 - 2001
Education
Florida Atlantic University 1999 — 2001
Masters in Business Administration, MBA
University of Louisiana at Lafayette 1983 — 1986
Bachelors of Science, Business administration
Neuberger Berman May 2012 - Present
Merrill Lynch (Bank of America) June 2004 - April 2012
FNB of Florida May 2002 - May 2004
Fisher Investments July 2000 - May 2002
Neuberger Berman June 1998 - July 2000
SunTrust/Trusco Capital Management April 1991 - May 1998
Skills
Trust Services, Series 7, Wealth Management, Series 63, Insurance Planning, Investment Advisory, IRA's, Financial Planning, Estate Planning, Asset Management, Investments, Retirement Planning, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
The University of Georgia 1986 — 1990
BBA, Finance
Merrill Lynch Bank of America January 2012 - April 2012
Aljomaih Company-Masco, Ltd. July 2007 - September 2007
Aljomaih Automotive Company July 2006 - August 2006
Skills
Investments, Wealth Management..., Wealth Management, Bloomberg
Education
Pepperdine University 2009 — 2011
Bachelor of Science (B.S.), International Business
California State University-Los Angeles 2007 — 2009
Bachelor of Science (B.S.), Business Administration/Managerial Economics
Towson University 2006 — 2007
Academic English Language Courses
King Faisal School 2005 — 2006
TASIS-The American School in Switzerland 2004 — 2004
Najd National School 1991 — 2004
Bank of America June 2014 - Present
Merrill Lynch/ Bank of America August 2011 - May 2014
Jet Set Games, Inc. August 2010 - August 2011
Buon Gusto Ristorante July 2008 - March 2011
GameStop May 2009 - July 2010
Barnes & Noble March 2007 - May 2008
University of Nevada Reno December 2005 - May 2007
Buon Gusto Ristorante August 2003 - December 2006
Game Crazy June 2004 - November 2006
Skills
Customer Service, Program Management, Project Management
Education
University of Nevada-Las Vegas - College of Business 2010 — 2011
MBA, Business
University of Nevada-Reno 2004 — 2008
BA, Liberal Arts
Merrill Lynch Bank Of America August 2014 - Present
LPL Financial March 2011 - June 2013
TechWave Consulting, Inc. November 1999 - November 2010
TechPlanet June 1997 - October 1999
Skills
Retirement Planning, Strategic Financial..., Series 7, Financial Advisory, Securities, Business Development, Insurance, Uniform Combined State..., FINRA, Strategy, Personal Finance, 401k Rollovers, IRAs, 529 Plans, Saving for Education, Investment Advisory, Retirement, Finance, Portfolio Management, Enterprise Software, Marketing Strategy
Education
University of Maryland College Park 1985 — 1988
B.A., English, Business
Randolph-Macon College 1983 — 1985
Merrill Lynch (Bank of America) December 2006 - Present
StarCite June 2009 - September 2009
PHH Mortgage May 2005 - December 2006
Skills
Business Analysis, Cognos, Microsoft SQL Server, Oracle SQL, SQL Tuning, Data Analysis, SSRS, SSIS, ERD, Legal Reporting, Risk Reporting, Performance Reporting, Reporting Requirements, Project Management, Microsoft Applications, Database Design, Process Design, Visual Basic, T-SQL Stored Procedures, Management, Performance Dashboards, Dashboard Metrics, Data Apetitie, Risk Management, Analysis, Requirements Gathering, Strategy
Education
Rowan University 2001 — 2005
B.S., Management Information Systems
Mountain Lakes High School 1997 — 2001
Carlisle & Gallagher Consulting Group August 2013 - Present
Bank of America June 2011 - May 2013
Merrill Lynch -Bank of America 2006 - June 2011
Merrill Lynch 1982 - 2008
Wells Fargo January 2006 - September 2006
Countrywide Home Loans August 2004 - December 2005
Merrill Lynch September 1982 - February 2002
Skills
Project Management, Project Planning, Business Analysis, User Acceptance Testing, Usability Testing, Relationship Management, Risk Management, Operational Risk..., Compliance, Mortgage Banking, Brokerage, Trading Systems, Market Data, Software Deployment, Vendor Relationships, Fixed Income, Program Management, Business Process..., Series 63, SDLC, Strategy, Strategic Planning, Change Management, CRM, Management, Analysis, Financial Services, Software Documentation, Wealth Management, Data Analysis, Loans, Quality Assurance, Portfolio Management, Mortgage Lending, Financial Risk, Banking, Credit, Executive Management, Series 7
Education
University of North Texas 1972 — 1975
University of North Texas
HSBC November 2014 - Present
Merrill Lynch Bank of America January 2012 - December 2014
Trust Trading L.L.C January 2010 - January 2012
Skills
Financial Services, Finance, Investment Strategies, Management, Mutual Funds, Banking, Business Development, Portfolio Management, Fixed Annuities, Financial Analysis, Securities, Series 7, Budgets, Insurance
Education
Bryant University
Bachelor of Applied Science (B.A.Sc.), Applied Economics
University of Massachusetts Dartmouth
Robert Wood Johnson Center for Health & Wellness August 2004 - Present
The North Highland Company December 2014 - September 2015
Merrill Lynch - Bank of America September 1998 - September 2015
Tennis Tai Chi & Stress Management - Speaker, Instructor January 2012 - January 2013
SBX., Inc October 1998 - August 2000
Merrill Lynch November 1994 - May 1998
Merrill Lynch March 1985 - November 1994
Skills
Marketing Communications, Teaching Adults, Tai Chi, Teaching, Editing, Writing, Microsoft Office, Web Design, Public Speaking, Excel, Word, Windows, Customer Service, Microsoft Word, Microsoft Excel, Management, Social Networking, Financial Services, Project Management, Business Analysis, Marketing, Financial Analysis, Marketing Strategy, Process Improvement, Strategic Planning, Leadership, Analysis, Series 7, Risk Management, Coaching, Training, Research, Mergers & Acquisitions, Data Analysis, Sales, Access
Education
State University of New York at Albany 1980 — 1982
Bachelor of Science, Economics
Ohio University 1978 — 1979
Studied, Photography
Encore Propane April 2013 - Present
C12 Capital Partners September 2008 - Present
Merrill Lynch Bank of America November 2010 - June 2011
Obvious Apps LLC January 2010 - September 2010
Steamboat Semiconductor April 1997 - January 2008
Ambac International January 1988 - March 1992
Corporate Dynamics, Inc. 1986 - 1988
Frito Lay 1983 - 1986
Skills
Mergers, Start-ups, Manufacturing, Due Diligence, Corporate Development, Private Equity, Capital, Strategic Planning, Business Strategy, P&L Management, P&L, Negotiation, Mentoring
Education
Rochester Institute of Technology
BSIE, Industrial Engineering
Wright State University
MBA, Finance
Merrill Lynch April 2014 - Present
Merrill Lynch, Bank of America April 2010 - Present
Morgan Stanley March 2007 - April 2010
Advanced MRI January 2004 - November 2006
Tannenbaum Chiropractic Centers April 1981 - March 1999
Skills
ETFs, Investment Advisory, Saving for Education, Series 65, Wealth, Disability Insurance, Life Insurance, Finance, Investment Strategies, 401k, Series 63, Wealth Management..., Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Investments, IRAs, Asset Allocation, Mutual Funds, Long-term Care, Portfolio Management, Securities, Personal Finance, Wealth Management, Retirement Planning, Financial Services, Equities, Strategic Planning, Estate Planning, Insurance, Financial Planning, Retirement
Education
Lynn University 1977 — 1978
Master's Degree, masters degree in biomechanical trauma
New York Chiropractic College 1975 — 1978
DC, Chiropractic
City University of New York-Queens College 1971 — 1975
ba, psychology
Merrill Lynch - Bank of America April 2011 - Present
Merrill Lynch July 2009 - Present
TD Bank - Consultant May 2009 - July 2009
JPMorgan Chase April 2008 - December 2008
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase April 2006 - January 2007
JPMorgan Chase September 2003 - April 2006
QVC February 1999 - May 2003
GE Capital December 1996 - January 1999
Saks Fifth Avenue August 1995 - December 1996
Skills
Business Analysis, Visio, SDLC, Integration, Process Improvement, MS Project, Requirements Gathering, PMO, Business Process, Project Management, Software Documentation, Change Management, Quality Assurance, User Acceptance Testing, Systems Analysis, Analysis, Project Planning, Vendor Management, Access, Strategy, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2000
Certificate of IT Project Management
Rowan University 1977 — 1981
BA, Business Admin/MIS
Bishop Eustace
TD Ameritrade September 2015 - Present
TD Ameritrade September 2013 - Present
TD Ameritrade August 2013 - September 2013
TD Ameritrade June 2012 - August 2013
Merrill Lynch, Bank of America September 2011 - January 2012
New York Life Insurance Company July 2010 - September 2011
SML - Simple Moving Labor August 2008 - April 2010
Skills
Leadership, Negotiation, Insurance, Training, Sales, Team Building, Market Research, Sales Presentations, Financial Analysis, Financial Risk, Strategic Planning, Business Strategy, Strategic Financial..., Coaching, Business Coaching, Mentoring, Team Mentoring, Peer Mentoring, Virtual Teams, Business Analysis, Business Planning, SPIN Selling, Value Based Selling, Strategic Selling, Investment Advisory, Financial Advisory, Business Advisory, Personal Finance, Strategic Negotiations, Financial Services, Risk Analysis, Project Management, Marketing, Fixed Annuities, Mutual Funds, Finance, Retirement, Wealth Management, Financial Planners, Series 7, Retirement Planning, 401k, Asset Allocation, IRAs, Portfolio Management, Salesforce.com, Securities, Asset Management, Wealth Accumulation, Investments
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Liberal Arts, Communication and Public Relations
Merrill Lynch, Bank of America November 2012 - Present
Ironwood Global, LLC June 2011 - November 2012
RCC Ventures, LLC June 2010 - September 2010
Eran Real Estate Alternative Investment Fund August 2008 - February 2010
Citigroup May 2008 - August 2008
Citigroup May 2007 - August 2007
Skills
Capital Markets, Banking, Financial Modeling, Investment Banking, Valuation, Wealth Management, Asset Managment, Alternative Investments, Pensions, Series 7, Portfolio Management, Investments, Investment Management, Hedge Funds, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Due Diligence, Bloomberg, Fixed Income, Financial Analysis, Equities, Securities, Corporate Finance, Equity Research, Finance, Risk Management, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master, Business Administration, Finance
Brandeis University 2005 — 2009
Bachelor of Arts & Sciences, Economics & Business
Berkshire Hathaway Home Services Fox & Roach Realtors January 1988 - Present
Merrill Lynch/ Bank of America May 2011 - November 2011
Bank of America/Merrill Lynch January 2009 - December 2010
Merrill Lynch October 1997 - December 2008
Skills
Spanish, English, Multilingual, French, Italian, Ariba, MS Office, Word,..., Contract Negotiations, Contract Management, Contract Review, Social Media Marketing, Clarity, CaseManager, PCM, OpPlan, RFQ, RFP, Ariba, Contract Negotiation, Microsoft Word, Change Management, Negotiation, Procurement, Management, Analysis, Budgets, Process Improvement, Risk Management, Strategy, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2012
Social Media Marketing, Mini-MBA Social Media Marketing Program
New York University, McGill University and Mexico City College
Marketing and Advertising, Proficiency in French and Bachelor of Education
Merrill Lynch Bank of America June 2013 - Present
Alper Services August 2009 - January 2014
Credit Suisse 2006 - 2008
National Football League 1988 - 1996
Chicago Bears 1988 - 1996
NFL Retired Players 1988 - 1996
Skills
Underwriting, Insurance, Risk Management, Workers Compensation, Health Insurance, Strategic Planning, Analysis, Negotiation, Customer Service, Investments, PowerPoint, Wealth Management, Disability Insurance, Team Building, Term Life Insurance, Mergers & Acquisitions, Business Planning, Brokers, Management, Casualty, Finance, Process Improvement, Sales, Leadership, Employee Benefits, Commercial Insurance, Claims Management, New Business Development, Liability, Property & Casualty..., Sales Management, Small Business, Fixed Annuities, General Insurance, Strategic Financial..., Marketing
Education
California State University-Fullerton 1984 — 1988
Criminal Justice
Fitch Ratings August 2015 - Present
Providence Equity Partners December 2012 - February 2015
Deloitte October 2011 - November 2012
Merrill Lynch Bank of America July 2009 - September 2011
Education
Dartmouth College 2005 — 2009
B.A.
Bergen County Academies 2001 — 2005
HS
Celtra, Inc. August 2014 - Present
KIT USA Co., LTD February 2013 - August 2014
Merrill Lynch, Bank of America August 2012 - December 2012
Skills
Market Research, Advertising, Sales, Marketing Strategy, Social Media Marketing, Account Management, Team Leadership, Online Advertising, Business Development, Marketing, Emotional Intelligence, Salesforce.com, Digital Marketing, Competitive Analysis, Lead Generation, Spanish-speaking
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor's Degree, Marketing GPA 3.8, International Business GPA 4.0
Merrill Lynch - Bank of America February 2011 - Present
Discover Motion October 2004 - Present
MyBeanJar November 2010 - November 2013
Blue Marble Geographics July 1993 - September 2006
Gary Comer Inc. July 1993 - December 1993
DeLorme Mapping Systems June 1988 - July 1993
Skills
Objective-C, iOS development, Android, Entrepreneurship, Leadership, User Experience, OpenCV, Computer Vision, Team Building, JavaScript, Mentoring, Mobile Applications, Agile Methodologies, Web Services, iOS Development, OS X, PHP, MySQL, Web Development, CSS, jQuery, Xcode, Mobile Devices
Education
University of Maine 1982 — 1988
BS Forestry, Mechanical Engineering, Civil Engineering; MS Forestry
Merrill Lynch, Bank of America 2012 - Present
Merrill Lynch February 2006 - December 2012
IBM May 2003 - January 2006
Skills
Team Leadership, Budgets, Event Management, Corporate Events
Education
NYU, School of Continuing and Professional Studies 2005 — 2005
Certification, Meeting, Conference & Event Management
Gettysburg College 1999 — 2003
BA, Business Management
BNP Paribas November 2011 - Present
BNP Paribas November 2010 - October 2011
Merrill Lynch-Bank Of America July 2009 - October 2010
Merrill Lynch July 2007 - June 2009
Citi Business Group March 2006 - June 2007
Skills
Trading Systems, Electronic Trading, Equity Trading, Equity Derivatives, Algo, Convertible Bonds, Settlement, Clearing, Middle Office, Sales Commissions, FIX, SWIFT messaging, WebSphere MQ, Unix Shell Scripting, Perl Script, Sybase, Oracle 9i, Autosys, Cron, Fidessa, Bloomberg Terminal, Oracle, Trading, Unix, Databases, Perl, Bloomberg, PL/SQL, Shell Scripting
Education
Jawaharlal Nehru Technological University
BTech, Electrical and Electronics
Jawaharlal Nehru Technological University
Rutgers Business School
Rutgers Business School
Merrill Lynch Bank of America July 2007 - Present
St. John's University November 2004 - January 2007
Phoenix Beverages August 2001 - January 2003
Skills
Trading Systems, Disaster Recovery, SDLC, Enterprise Architecture, Visio, Active Directory, Splunk, IIS, Microsoft SQL Server, MySQL, PHP, Microsoft Office, Internet Explorer, Shell Scripting, VBScript, ASP, Microsoft Exchange, SOAP, .NET, Visual Basic, HTA, XML, HTTP, HTTPS, Perl Script, HTML, Windows, Domain Controller, LDAP Administration, Stability Operations, Performance Management, Internet Security, Network Administration, Data Center, VMware
Education
St. John's University 2003 — 2007
Bachelor's degree, Computer Science
Eastern Suffolk BOCES 2001 — 2002
College Prep, CompTIA A+ Certification training
HRA Dotnet DeveloperNew York Life Insurance CompanyMarch 2014 - May 2014
PSEG October 2013 - March 2014
Collabera 2014 - 2014
Collabera 2014 - 2014
Collabera 2014 - 2014
Univision Communications Inc. February 2013 - September 2013
First Energy LTD April 2012 - December 2012
Merrill Lynch Bank of America June 2010 - January 2011
American Express March 2009 - March 2010
Skills
.NET, Banking, ASP, SDLC, SQL, Software Project..., Business Intelligence, Integration, Requirements Analysis, Visio, Software Documentation, Data Warehousing, Requirements Gathering, DB2, XML, ASP.NET, Web Services, Databases, Software Development, JavaScript, Microsoft SQL Server, C#, Visual Studio, Agile Methodologies, Technical Recruiting
Education
Guru Nanak Dev University 2003 — 2006
Bachelor's of Computer Applications, Computer Software Engineering, 80 %
Guru Nanak Dev University
BCA, Computer Science
State of New Jersey August 2015 - Present
Merrill Lynch/ Bank of America November 2012 - Present
Dynamic Strategies, Inc. April 2014 - July 2014
IntegriChain February 2011 - November 2012
1st Constitution Bank October 2007 - July 2009
Skills
Analysis, Analytics, Data Analysis, Customer Service, Business Analysis, Forecasting, Supply Chain Management, Data Warehousing, Trade Operations, Help Desk Support, Desktop Deployment, VMware, Virtualization, Team Leadership, Security, Management Consulting, Management, Risk Management, Software Documentation, Business Process..., Business Intelligence, Windows, Leadership, Change Management, CRM, Process Improvement, Healthcare, Vendor Management, Microsoft SQL Server, Business Strategy, Market Research, Access, Strategy, Cross-functional Team..., Business Development, SQL, Microsoft Servers, PowerPoint, Research, Financial Analysis, Microsoft Office, Virtual Servers, Program Management, Microsoft Excel, Project Management, Strategic Planning, Product Management, Marketing Strategy
Education
Thomas Edison State College 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Mercer County Community College 2009 — 2012
Health Services/Allied Health/Health Sciences, General
Hightstown High School 2005 — 2009
Merrill Lynch - Bank of America July 2002 - Present
Merrill Lynch 2002 - 2009
Kanaly Trust Company June 1996 - July 2002
Skills
Wealth Management, Alternative Investments, Estate Planning, Litigation Management, Risk Management, Financial Advisory, Trust and Estate..., Investments, Estate Tax Planning, Wealth Management..., Estate, Income and Gift..., Probate and Estate..., Trust Department..., Wealth Strategies, Asset Allocation, Wills and Trusts, Series 65, Securities, Mutual Funds, Investment Advisory, Charitable Gift Planning, Financial Planning, High Net Worth...
Education
South Texas College of Law
Juris Doctor
Merrill Lynch/ Bank of America October 2007 - Present
Prudential Network Realty July 2003 - October 2007
AOL January 2000 - January 2003
Patterson Home Improvements January 1997 - January 2000
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Asset Management, Financial Services, Sales, Banking, Management, Financial Planning
Education
Jacksonville University 2009 — 2011
Bachelor of Arts, Management & Marketing
Florida State College
Associate of Arts, Business Administration
BeerShop August 2014 - Present
MERRILL LYNCH BANK OF AMERICA September 2012 - August 2014
Credit Suisse May 2009 - September 2012
Banc of America Securities June 2005 - February 2008
Ubisoft January 2003 - December 2005
Vivendi Universal Games January 2001 - December 2002
Skills
Product Management, Competitive Analysis, Relationship Management, Return on Investment..., Generating Revenue, Investment Strategies, Equity Research Analysis, Investment Management, Retail Sales Analysis, Category Insights, Consumer Insight, Customer Insight, Business Development, CRM, Equities, Due Diligence, Financial Modeling, Fixed Income, Forecasting, Investments, Equity Research, Strategy, Trading, Valuation, Venture Capital, Options, Portfolio Management, Securities, Hedge Funds, Marketing, Asset Management, Analytics, Financial Services, Corporate Finance
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Miramonte
IFS State Street Corporation - consultant for ASK Staffing Inc. September 2013 - May 2014
Citigroup - Consultant for Princeton Information Ltd July 2012 - February 2013
Merrill Lynch - Bank of America November 2009 - March 2012
Cape Bank November 2008 - November 2009
Cape Bank March 2006 - November 2008
Boardwalk Bank September 2005 - March 2006
Skills
Managed Hosting, Analytical Skills, Credit, Fixed Income, Portfolio Management, Financial Analysis, Quantitative Analytics, Highly detail oriented, Highly Dedicated, Organization &..., People Skills, Banking, Analysis, Loans, Securities, Equities, Strategic Financial..., Financial Risk, Capital Markets, Investment Banking, Trading, Credit Risk, Financial Planning
Education
Stockton University 2001 — 2004
BS, Finance
University of National and World Economy, Sofia Bulgaria 1997 — 2000
Accounting
Merrill Lynch Bank of America July 2014 - Present
Merrill Lynch Bank of America December 2012 - July 2014
Merrill Lynch Bank of America August 2010 - December 2012
Merrill Lynch Bank of America October 2008 - August 2010
Bank of America Merrill Lynch December 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Series 63, Equities, Risk Management, Series 24, Uniform Combined State..., Asset Management, Relationship Management, Mutual Funds, FINRA, Business Analysis, Portfolio Management, Investments, Financial Analysis, Bloomberg, Retirement Planning, Asset Allocation, Securities
Education
University of North Florida 1997 — 2001
Bachelor's degree, Public Relations/Marketing
CR England July 2015 - Present
CR England January 2013 - Present
Merrill Lynch Bank of America October 2010 - May 2012
Maxwell Products Inc February 2010 - October 2010
Merrill Lynch Bank USA September 1998 - February 2010
Skills
Risk Management, Banking, Management, Salesforce.com, Leadership, Project Management, Process Improvement, Relationship Management, Financial Services, Microsoft Office, Call Centers, Employee Relations, Training, Operations Management, Analysis, Analytics, Team Building, Sales Operations, Credit, Restructuring, Series 7, Executive Management, Marketing, CRM, Call Center, Emerging Markets, Business Strategy, Securities, Wealth Management, Corporate Communications, Instructor-led Training, Knowledge Management, Coaching, Portfolio Management, WebEx, Asset Management, Project Planning, Sales, Customer Service, Investments, Change Management, IT Platform Development, GoToMeeting, 401k, Marketing Strategy, Organizational..., Organizational...
Education
University of Phoenix
Bachelor of Science, Business Management
University of Utah
Merrill Lynch (Bank of America) January 2013 - Present
Merrill Lynch (Bank of America) June 2009 - January 2013
Citigroup October 1995 - May 2009
Skills
SDLC, Mainframe, Business Analysis, SQL, Vendor Management, Software Project..., Unix, Disaster Recovery, Visio, IT Management, Data Warehousing, ITIL, User Acceptance Testing, Enterprise Architecture, Oracle, Integration, Solution Architecture, Requirements Gathering, Requirements Analysis
Education
Gubkin Russian State University of Oil and Gas
CAZ Investments February 2015 - Present
Merrill Lynch Bank of America May 2012 - February 2015
Everest Academy December 2010 - May 2012
Merrill Lynch July 2006 - December 2006
Merrill Lynch July 2004 - July 2006
Merrill Lynch February 2004 - June 2004
Merrill Lynch February 2001 - February 2004
Education
University of Maine
Business Administration
EvolvHealth, LLC April 2010 - Present
Merrill Lynch - Bank of America October 1993 - Present
Evolv 2010 - 2010
Education
University of Notre Dame 1986 — 1991
Bachelor of Arts, Psychology
Merrill Lynch Bank of America April 2011 - Present
Residential Real Estate Sales 2004 - 2011
Verizon/GTE 1972 - 2000
Education
Southern Methodist University - Cox School of Business
MBA
Principal Financial Group September 2015 - Present
Merrill Lynch - Bank of America October 2008 - Present
Citi December 2012 - January 2014
Bank of America January 2008 - December 2012
Families for Effective Autism Treatment - North Texas January 2008 - 2012
DFW Fine Properties March 2005 - January 2009
Realty Capital Partners May 2007 - November 2007
Fidelity Investments January 1986 - May 2006
Universal Pensions, Inc. November 1998 - April 2000
Skills
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management, Property Management, Benefits, Retirement Planning, Estate Planning, Retirement, Pensions, IRA's, Residential, Profit Sharing, Investments, Defined Benefit, Rentals, Retirement Income..., Employee Benefits, Foreclosures, Real Estate Investment, Wealth, Mutual Funds, Insurance Planning, Asset Allocation, Deferred Compensation, Roth IRA, ERISA, Annuities, Private Banking, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory, Securities, Financial Services, Insurance, Finance, Financial Planners, Fixed Annuities, IRAs, Management
Education
Eastern Illinois University 1981 — 1985
BS
Bloomberg LP May 2012 - Present
Merrill Lynch/ Bank of America January 1994 - August 2012
Skills
Fixed Income, Trading Systems, Perl, Capital Markets, Equities, Bloomberg, Business Intelligence, Databases, Derivatives, Sybase, Programming, Leadership, Analysis, Electronic Trading, Risk Management
Education
Seton Hall University 1989 — 1993
MBA, Finance
Glassboro State College 1981 — 1985
B.S, Computer Science
Exodus Information Systems 2009 - Present
Authentidate Holding Corp 2012 - March 2015
Merrill Lynch, Bank of America 2009 - 2012
Authentidate Holding Corp 2005 - 2009
Incurrent 2004 - 2005
Multex 2002 - 2004
Dow Jones 1999 - 2002
Merrill Lynch, Investor Service 1997 - 1999
Merrill Lynch, Private Client Architecture 1994 - 1997
Princeton Financial Systems 1992 - 1994
Skills
C#, .NET, Web Services, ASP.NET MVC, WebAPI, Windows Azure, ASP.NET, AngularJS, Bootstrap, AJAX, WCF, LESS, HTML5, CSS, KnockoutJS, LINQ, Entity Framework, Microsoft SQL Server, Software Development, JavaScript, jQuery, ADO.NET, OOP, Object Oriented Design, SQL, Visual Studio, XML, NUnit, SOAP, UML, IIS, Silverlight, JSON, XAML, Expression Blend, IoC, Windows Services, RESTful WebServices, Moq, Typescript, Git, OAuth, Katana, SPA, Raspberry Pi, Arduino, Android Development
Education
University of Liverpool 1986 — 1989
Bachelor
Advent Christian Village October 2014 - Present
Adecco Group October 2011 - October 2014
Baptist Health March 2012 - April 2012
Merrill Lynch/ Bank of America August 2010 - May 2011
FSV Payment Systems November 2007 - February 2010
Accel Networks 2007 - 2007
Fiserv Lending Solutions 2004 - 2006
Fiserv Lending Solutions 2004 - 2006
Fiserv Lending Solutions 2004 - 2006
OCWEN Federal Bank 2002 - 2003
Skills
Technical Support, Vendor Management, Disaster Recovery, Networking, Active Directory, Servers, Microsoft SQL Server, SDLC, Cisco Call Manager, Data Center, SharePoint, Computer Hardware, Cisco IOS, VMware, Process Improvement, Business Analysis, Cisco Technologies, Microsoft Exchange, Cisco Routers, Citrix Metaframe, Project Management, Cisco Nexus, Cisco Certified, Cisco Wireless, Cisco Security, Cisco VoIP, Microsoft Technologies, ITIL v3 Foundations..., ITIL, CCNA, CCNP, C++, C#, Change Management, Graphic Design, AutoCAD, Strategic Planning, Risk Management, Unix, Linux, Photoshop, Project Planning, PPP, PPPoE, Operations Management, .NET, ASP.NET, Microstation, Revit, 3D Studio Max
Education
Florida Technical College
AASIT, Information Technology
University of Phoenix
BSIT, Information Technology
Ernst & Young LLP May 2014 - Present
Merrill Lynch-Bank of America May 2013 - Present
Alpha Chi Omega November 2012 - Present
Skills
Organizational..., Cross-functional Team..., Public Speaking, Organization, Networking, Salesforce.com Certified, Statistical Data..., Microsoft Office, Microsoft Excel, Access Database, PowerPoint, Finance, Accounting, Recruiting, Teamwork, Financial Modeling, Management, Auditing, Budgets, Access, Leadership, Financial Services, Data Analysis, Time Management, College Recruiting, Positive Can-do Attitude, Microsoft Word, Social Media, Customer Service
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Accounting and Finance Major / Spanish Minor
Carmel High School 2007 — 2011
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
Barclays Investment Bank May 2015 - Present
Bank of America May 2014 - May 2015
Barclays Investment Bank May 2013 - May 2014
Goldman Sachs May 2012 - May 2013
MERRILL LYNCH BANK OF AMERICA September 2007 - November 2011
Skills
Fixed Income, Credit Derivatives, VBA, Python, volcker, SQL, Java, Hadoop, Dodd-Frank, Swaps, Bonds, Risk Management, PnL, Business Analysis, VAR, Interest Rate Swaps, C++, Interest Rate..., CDS, Project Management, Collateral Management, Prime Brokerage, Rates, Municipal Bonds, NAV, Liquidity Management, Structured Products, Total Return Swaps, Middle Office, Swaptions, Markitwire, Bond Pricing, Repos, Software Development..., ISDA, Client Relations Skills, Microsoft SQL Server, Relational Databases, RDBMS, FX Options, Swapswire, Liquidity Risk, Credit Risk, Operational Risk, Sales, Derivatives, KDB, Regulatory Requirements, Big Data Analytics, Predictive Analytics
Education
Boston University 2001 — 2005
Boston University College of Arts and Sciences
BACCALAUREATE OF ARTS; BACCALAUREATE OF ARTS, ECONOMICS; INTERNATIONAL RELATIONS
Bank of America March 2015 - Present
StarTech Group, Inc. June 2014 - Present
Merrill Lynch - Bank of America 2002 - May 2014
Wagoner Advanced Group, Inc. June 2000 - August 2003
Inacom 1996 - 2000
Barnett Banks Technologies 1988 - 1996
Skills
IT Strategy, IT Management, Disaster Recovery, ITIL, Program Management, Microsoft SQL Server, Servers, IT Service Management, Business Development, Strategic Planning, Security, SDLC, Vendor Management, Project Management, Business Analysis, Income Statement, Risk Management, Incident Management, Integration, Requirements Analysis, IT Operations, Requirements Gathering, Process Improvement, System Administration, Windows Server, Databases, Troubleshooting, Change Management, User Acceptance Testing, Analysis, Enterprise Software, Cisco Technologies, Release Management, Infrastructure, Citrix, Information Technology, Business Continuity, Software Project..., Software Documentation, Business Process..., Operating Systems, Testing, Technical Support, Server Architecture, Microsoft Exchange, DNS, Hardware, TCP/IP, Windows, Enterprise Architecture
Education
Terry Parker High School 1976 — 1978
Florida State University
Computer Science
University of North Florida
Information Technology
NA January 2013 - Present
Chase January 2011 - December 2011
Merrill Lynch-Bank of America December 2009 - June 2010
HCL America-Citigroup July 2008 - July 2009
Pfizer August 2007 - March 2008
Citigroup-Private Wealth Management 2007 - 2007
CIBC 2006 - 2006
TIAA-CREF 2005 - 2006
BNP Paribas 2005 - 2005
Citigroup 2004 - 2004
Skills
Visio, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Requirements Gathering, Equities, SharePoint, Trading, SDLC, Data Analysis, Teaching English as a..., Microsoft Office, Microsoft Excel, Risk Management, Management, Document Management
Education
New Jersey Institute of Technology 1992 — 1999
M.S., Finance
New York University 1972 — 1975
Apple July 2012 - Present
Merrill Lynch- Bank of America July 2010 - June 2012
Discover Financial Services December 2008 - July 2010
The Warranty Group June 2006 - November 2008
Qualcomm June 2004 - June 2006
Tata Consultancy Services (TCS) June 1999 - June 2006
Skills
SOA, Java Enterprise Edition, Hibernate, Spring, Agile Methodologies, Struts, EAI, JSF, Portals, RUP, SDLC, Websphere, Software Project..., JMS, Requirements Analysis, Weblogic, Web Services, Enterprise Architecture, Servlets, Oracle, Tomcat
Education
Devi Ahilya Vishwavidyalaya 1997 — 1999
Master of Management Science, Information Technology
Rani Durgavati Vishwavidyalaya 1994 — 1997
Bachelor of Science, Mathematics
JP Morgan Chase March 2011 - Present
Psychotherapy Spirituality Institute January 2010 - November 2012
Merrill Lynch (Bank of America) 2005 - December 2009
AT&T 1998 - 2005
Skills
Leadership Development, Vendor Management, EAP, Program Management, Human Resources, Talent Management, Organizational..., Leadership, Change Management, Coaching, Employee Benefits, Program Development, Performance Management, Team Building, Strategic Planning, Public Speaking, Management Consulting, Fundraising, Organizational..., Workshop Facilitation, Employee Relations, Executive Coaching, Training, Career Development, Career Counseling, Employee Engagement
Education
Georgia State University 1972 — 1982
Masters, Counseling Psychology
KPMG July 2014 - Present
KPMG US September 2013 - Present
Bank of Tokyo March 2013 - June 2013
Merrill Lynch, Bank of America October 2009 - March 2013
Bowne March 2008 - September 2009
Lockheed Martin April 2006 - January 2008
Educational Direct February 2005 - March 2006
L’Oreal April 2004 - December 2004
Kraft Foods July 2003 - April 2004
Sony Music Entertainment December 2000 - April 2003
Skills
Microsoft SQL Server, ASP.NET, C#, XML, SharePoint, AJAX, Oracle, jQuery, LINQ, Silverlight, VB.NET, SDLC, Web Applications, CSS, WCF, Software Design, SQL, Sybase, WPF, T-SQL, Software Development, Web Services, .NET, SOA
Education
Lomonosov Moscow State University (MSU) 1976 — 1981
PhD in Science (MS), Chemistry
Merrill Lynch - Bank of America June 2009 - Present
Bank of New York Mellon June 2008 - June 2009
Bear Stearns January 2007 - June 2008
Merrill Lynch April 2005 - December 2006
Skills
Equities, Fixed Income, Capital Markets, Trading Systems, Vendor Management, SDLC, Investment Banking, Electronic Trading, Hedge Funds, Derivatives, Business Analysis, Equity Derivatives, Asset Management, Credit Derivatives, Portfolio Management
Education
Osmania University
Alliance Bernstein LP September 2004 - Present
AllianceBernstein 2004 - Present
Merrill Lynch March 1999 - March 2004
Merrill Lynch (Bank of America) 1999 - 2004
Education
Smith College 1976 — 1980
The University of Chicago 1977 — 1979
MBA, Finance and Marketing
Merrill Lynch/ Bank of America February 2011 - Present
Merrill Lynch April 2008 - January 2011
Merrill Lynch March 2006 - 2007
Merrill Lynch May 2002 - 2006
Merrill Lynch October 1999 - 2002
Skills
Financial Services, Equities, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Investments, Employee Benefits, Options, Relationship Management, Process Improvement
Education
University of Northern Colorado 1994 — 1998
Sociology, Family Studies
Ashland University June 2015 - Present
Ashland University November 2013 - June 2015
Ashland University September 2012 - October 2013
Liberty University June 2011 - September 2012
Liberty University July 2010 - July 2011
Liberty University August 2009 - June 2010
Charis Healthcare June 2007 - May 2009
MERRILL LYNCH (Bank of America) May 2006 - August 2006
Skills
Student Financial Aid, Adult Education, Strategic Planning, Enrollment Management, Higher Education, Training, Data Analysis, Leadership, PowerPoint, Staff Development, Microsoft Excel, Analysis, Public Speaking, Leadership Development, Time Management, Microsoft Office
Education
Taylor University 2003 — 2007
BA, Business Management
Stow-Munroe Falls High School
KPMG US November 2013 - Present
Infosys October 2012 - November 2013
Merrill Lynch Bank of America August 2003 - June 2012
IBM Global Services January 2003 - July 2003
Capgemini January 2002 - December 2002
Data Software Research July 2001 - December 2001
J C Leathers Ltd September 1990 - March 2001
Campion Plastic Industries Pvt Ltd July 1988 - September 1990
Skills
PMP, Oracle Financial, Oracle General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Essbase, ERP, Oracle, Accounting, Oracle Applications, Financial Analysis, Oracle E-Business Suite, Business Process, Budgets, Analysis, Finance, Oracle HR, Cross-functional Team..., Business Analysis, Integration, Project Management, Management, Enterprise Software
Education
NEW COLLEGE INSTITUTE OF MANAGEMENT 1990 — 1993
MBA FINANCE, FINANCE
University of Madras 1985 — 1988
BCom, Commerce, Accounts & Finance
A B Parekh Higher Sec School 1983 — 1985
High School, Accounting and Maths
Citi November 2014 - Present
Credit Suisse May 2011 - November 2014
Merrill Lynch Bank of America April 2010 - May 2011
jetBlue Airways June 2008 - March 2010
Merrill Lynch 2003 - 2008
Satyam 2003 - 2008
Charminar Online 2002 - 2003
Skills
IIS, Banking, Servers, VBScript, Windows Server, Operating Systems, Windows Server 2003, Web Services, TCP/IP, Windows, Integration, Oracle, Software Development, Agile Methodologies, Disaster Recovery, Microsoft SQL Server, .NET, ITIL, XML, SDLC, VMware, SQL, System Administration, System Deployment, Data Center, Enterprise Architecture, Networking, Vendor Management, SharePoint, IT Strategy, Requirements Analysis
Education
Sri Venkateswara University 1996 — 1999
MCA, Computer Applications
Andhra University 1993 — 1996
BSC, Computer Science
Merrill Lynch Bank of America October 2012 - Present
Merrill Lynch May 2007 - December 2012
Merrill Lynch Investment Managers November 2004 - September 2007
BlackRock September 2006 - May 2007
Piper Jaffray 1996 - 2004
Skills
Equities, Fixed Income, Mutual Funds, Series 63, Series 7, Asset Allocation, Uniform Combined State..., Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Finance
Goldman Sachs June 2013 - Present
Goldman Sachs October 2010 - May 2013
Merrill Lynch (Bank of America) July 2007 - October 2010
TD Securities May 2006 - December 2006
Institute of Fine Arts, NYU October 2005 - April 2006
IBM Global Services February 2004 - May 2004
Skills
Trading Systems, Perl, Solution Architecture, Web Development, Prime Brokerage, Market Risk, Programming, Java, Unix, Equities, Fixed Income, Derivatives, Database Design, Sybase, DB2, Open Source Integration, Hedge Funds, Equity Derivatives, secDB, Order / Position / Risk..., Synthetics, Swaps, CFD, MySQL
Education
New York University 2005 — 2007
Master's Degree, M.S in Computer Science
Bangalore Institute of Technology 2000 — 2004
Bachelor's Degree, Bachelor of Engg in Information Science and Engg
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Portfolio Advisors, LLC June 2015 - Present
Merrill Lynch Bank of America September 2010 - June 2015
Barnum Financial Group March 2009 - June 2010
Pro-line Mechanical Contractors February 2007 - February 2009
Assumption College June 2005 - January 2007
William Raveis June 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Modeling, Finance, Financial Analysis, Investments, Equities, Private Equity, Fixed Income, Corporate Finance, Mutual Funds, Analysis, Risk Management
Education
The University of Connecticut 2011 — 2014
MBA, Finance
Sacred Heart University
B.S, Finance
Merrill Lynch, Bank of America May 2014 - Present
Global Vision Wealth Management, LLC September 2009 - May 2014
Bank of Texas Investment Center September 2006 - September 2009
Compass Brokerage, Inc. October 2003 - September 2006
PMC Capital 1992 - 1996
Education
The University of Texas at Austin
BBA, Finance
Merrill Lynch -Bank of America October 2009 - Present
Merrill Lynch Global Wealth Management March 2009 - October 2009
Merrill Lynch December 2006 - October 2008
at&t Treasury and Finance November 2006 - December 2007
Skills
SDLC, Integration, Software Project..., SharePoint, Business Analysis, Enterprise Architecture, Testing, Requirements Analysis, Microsoft SQL Server, Project Portfolio..., Visio, Program Management, Agile Methodologies, Vendor Management, IT Strategy, PMO, Requirements Gathering, Project Management, Software Documentation, Solution Architecture, Analysis
Education
University of Pune
Education Services November 2011 - Present
Bank of America January 2011 - November 2011
Bank of America Home Loans February 2005 - November 2011
Countrywide February 2005 - November 2011
Aon Risk Services July 2010 - December 2010
Merrill Lynch - Bank of America April 2010 - July 2010
Second Foundation October 2004 - February 2006
S2C Technologies, Toronto, Canada October 2002 - October 2004
Silicon Dot Com Technologies December 2001 - September 2002
Skills
LoadRunner, Performance Testing, Oracle, Quality Center, SOA, Java, JavaScript, Agile Methodologies, Test Automation, Weblogic, Scrum, QTP, Functional Testing, VBScript, HP Performance Center, Rational Performance..., HP Business..., OAuth, Dynatrace, VSTS, Oracle E-Business Suite, Oracle Applications, Fiddler, Topaz, HTTPWatch, OpenSTA, SoapUI, SiteScope, IBM Tivoli, Wily Introscope, RUM, AS400 system, .NET, C++, F5 BigIP, Windows Azure, Salesforce.com, IIS, HP Blade, Cloud Computing, Mobile Applications, Mobile API Scritping, MongoDB, NO SQL Database, Microsft sql server..., MS SQL reporting..., MS SQL Integration..., MS SQL Server Analysis..., HP StromRunner Load, App Dynamics Diagnostics
Education
Niagara College 2002 — 2003
Masters, Computers and Networks
Hyderabad Presidency College 1998 — 2001
Computer Science
Osmania University 1998 — 2001
Computer Science
American International Group May 2010 - Present
Merrill Lynch/ Bank of America January 2003 - May 2010
Quest Diagnostics May 2001 - January 2003
Verizon Wireless April 2000 - May 2001
Self Employed March 1998 - April 2000
American Stock Exchange January 1994 - March 1998
MDM Cleaning Services August 1987 - January 1994
American Stock Exchange March 1981 - August 1987
KPMG Peat Marwick June 1977 - March 1981
US Army May 1972 - May 1974
Skills
Vendor Management, Contract Negotiation, Process Improvement, Supply Management, Global Sourcing, Procurement, Strategic Sourcing, Outsourcing, Sourcing, Risk Management, Management, Negotiation, Purchasing, Supply Chain Management, Change Management, Contract Management, Cross-functional Team..., Supply Chain, Business Process..., Ariba, Six Sigma, Business Analysis, E-procurement, Leadership, Strategic Planning, Strategy, Budgets, Finance, Forecasting, Governance, Program Management, Analysis, Telecommunications, Spend Analysis, eSourcing, ERP, SAP, RFP, Project Portfolio..., Business Transformation, Executive Management, B2B, IT Strategy, Offshoring
Education
City University of New York-Baruch College
BBA, Accounting
Deutsche Bank September 2015 - Present
Bank of America October 2012 - March 2015
Dowling College September 2008 - May 2013
Merrill Lynch Bank of America January 2009 - October 2012
Merrill Lynch March 2008 - December 2010
Merrill Lynch & Co. June 1995 - March 2008
Skills
Software Project..., Project Management, Business Analysis, Data Warehouse..., Agile Project Management, SDLC, Databases, Business Intelligence, IT Project & Program..., Object Oriented Modeling, Business Process..., IT Strategy, Capital Markets, Equities, Investment Banking, Management, PMO, Program Management, Project Portfolio..., Risk Management, Trading Systems, Vendor Management, Agile Methodologies, Data Warehousing, Business Process, Integration, Financial Services
Education
Dowling College 2005 — 2008
MBA, Corporate Finance, 3.7
Hofstra University 1989 — 1998
Bachelor's Degree, Management
Merrill Lynch - Bank of America October 1998 - Present
AT&T American Transtech (currently Convergys) March 1983 - September 1998
Planning and Research Corporation February 1981 - March 1983
City of Jacksonville January 1978 - February 1981
Skills
Process Improvement, Change Management, Executive Management, Mutual Funds, Risk Management, Vendor Management, Alternative Investments, CMMI, Strategic Planning, Budgeting, Excel, Leadership Development, Program Management, Testing, Microsoft Office, Six Sigma
Education
University of Pennsylvania - The Wharton School 2010 — 2012
George Washington University
Master's Certificate, Project Management
University of North Florida 1973 — 1977
Bachelor's, Mathematics and Computer Science
University of Florida 1972 — 1972
Pre-Med
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Tessa Asset Management March 2010 - Present
Merrill Lynch/ Bank of America 2004 - March 2010
JP Morgan Chase 2003 - 2004
American National Bank/ Bank One 2000 - 2004
Skills
Due Diligence, Portfolio Management, Workout, Private Equity, Credit, Loans, Valuation, Financial Modeling, Asset Management, Banking, Capital Markets, Corporate Finance, Credit Analysis, Finance, Financial Analysis, Financial Structuring, Investment Banking, Investments, Mergers, Risk Management, Structured Finance
Education
University of Michigan 1995 — 1999
Bachelors, Economics, English
Merrill Lynch - Bank of America April 2013 - Present
NYK Line April 2008 - April 2013
NYK Line April 2008 - April 2013
AIG November 2007 - April 2008
Maersk Line September 2004 - July 2007
Skills
SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Software Project..., Business Process, Business Process..., Visio, PMO, ITIL, Process Improvement, Agile Methodologies, IT Audit, Compliance, User Guide Creation, Functional..., Design Documents, J-SOX
Education
University of Pune 2000 — 2004
Engineering bachelors, Information Technology
Merrill Lynch Bank of America 2009 - Present
HSBC March 1997 - March 2011
Education
New Mexico State University
Southern Illinois University, Carbondale
Merrill Lynch/ Bank of America May 2010 - Present
RBS, Citizens Financial Group December 2009 - May 2010
Bank of America August 2003 - April 2009
Bank of America August 2003 - October 2004
Linkage Incorporated 2002 - 2003
Education
Clark University 1996 — 2000
Bachelor, Communication & English
Community Service January 2011 - Present
Merrill Lynch (Bank of America) January 2014 - November 2014
H.S.A. Counseling, Inc. February 2013 - June 2013
Employment Agencies 2012 - 2013
Monarch Staffing June 2009 - August 2010
Delta-T Group, Inc. March 2006 - April 2009
Staffing Plus January 2007 - January 2008
Department of Children and Youth Services June 2005 - August 2005
Strawbridge’s Department Store (now Macy's) November 2003 - June 2005
Department of Public Welfare, State of Pennsylvania November 2003 - May 2004
Skills
Access, Adults, Applied Behavior..., Behavior Therapy, Case Managment, Children, Conversational Spanish, Coordination, Cultural Competency, Guitarist, Liaison, Microsoft Excel, Microsoft Word, Non-Profit Sector, Outlook, PowerPoint, Recycling, Research, Singer-songwriter, Treatment, Non-profits, Addictions, Substance Use Disorders, Crisis Intervention, Child Development, Nonprofits, Community Outreach, Customer Service, Developmental..., Group Therapy, Case Management, Clinical Research, Interviews, Therapists, Training, Program Development, Staff Development, Behavioral Problems, Public Speaking, Social Services, Psychotherapy
Education
Delaware County Community College 2014 — 2014
Certification of Program Completion, Digital Patient Health Records, 91% correct on exam
Villanova University 2011 — 2011
Certificate of Program Completion - Continue Ed. Studies, Drug and Alcohol Counselor Program
The Recording Workshop 1990 — 1990
Certificate, Music Production and Audio Engineering
University of Delaware 1976 — 1985
BA, Sociology, Social Welfare Concentration
Bank of America October 2014 - Present
Merrill Lynch - Bank of America March 2012 - Present
USMC Reserves "Buffalo's Own Rifle Company" January 2009 - Present
Skills
Financial Analysis, Strategic Financial..., Project Planning, Wealth Management, Series 7, Portfolio Management, Fixed Income, Insurance, Equities, Uniform Combined State..., Financial Risk, Wealth, Options, Team Building, Budgets, Retirement Planning, Security Clearance, Military, Entrepreneurship, Securities, Mutual Funds, ETFs, Finance, Investments, Microsoft Excel, Estate Planning, Military Operations, Risk Management
Education
Officer Candidate School, USMC 2007 — 2007
Rutgers, University College
Bachelor of Arts, Political Science
College for Financial Planning
Chartered Retirement Planning Counselor
Yahoo March 2014 - Present
Stony Brook University August 2012 - December 2013
Merrill Lynch (Bank of America) June 2013 - August 2013
CA Technologies 2013 - 2013
Art of Living 2009 - 2013
Samsung Electronics June 2011 - December 2011
Skills
C, C++, Python, SQL, Matlab, Java, Algorithms, Microsoft Office, Visual Studio, Source Insight, EasySim, Dreamweaver, VMware, Google Sketchup, Trace32, Microsoft Word, HTML, Eclipse, JavaScript, JSP, Microsoft Excel, Public Relations, Public Speaking, MySQL, SketchUp, Operating Systems, Computer Science, Data Structures
Education
State University of New York at Stony Brook 2012 — 2013
Master of Science (M.S.), Computer Science, 3.58
National Institute of Technology, Hamirpur 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science and Engineering, 8.66/10
Mount Carmel Sr. Secondary School, Una, H.P., India 1996 — 2008
Indian School Certificate Examination (All India), Non - Medical with Biology, 93%
Wall St May 2010 - Present
City of New York November 2008 - April 2010
Merrill Lynch, Bank of America June 2005 - October 2008
Skills
CISA, Certified Information..., certified on 02/03/2012, CCIE, CISSP, PMP, Security Audits, CISM Certified...
Education
University of Phoenix 2006 — 2009
Bachelor's Degree, Business Management, GPA 3.0
St. Xavier's College 1984 — 1988
Bachelor, Computer Science
Tullett Prebon November 2014 - August 2015
McGraw Hill Financial, Inc October 2013 - November 2014
Merrill Lynch / Bank of America January 2012 - June 2013
Deutsche Bank September 2009 - November 2011
Merrill Lynch/ Bank of America January 1997 - April 2009
Merrill Lynch December 1991 - January 1997
Skills
Vendor Management, SDLC, Business Analysis, Integration, Disaster Recovery, Management, Project Management, PMO, Resource Management, Data Center
Education
New Jersey Institute of Technology 1999 — 2000
Associate's degree, Web Developer and Management
Cittone Institute 1995 — 1997
Associate's degree, Computer Programming
Merrill Lynch Bank of America February 2014 - Present
Merrill Lynch January 2009 - Present
HC January 2008 - July 2011
Skills
Enterprise Architecture, SOA, SQL, SDLC, Unix
Education
New Jersey Institute of Technology 2006 — 2007
Masters, Computer Science
CopyMaster Company June 2010 - Present
Merrill Lynch/ Bank of America May 2011 - August 2011
Skills
Bloomberg
Education
Philadelphia University 2008 — 2012
Philadelphia University
Bachelor of Science, Finance
Merrill Lynch/ Bank of America 2002 - Present
Sterling's & Co. 1992 - 2014
Bank of America 2000 - 2002
Skills
Home Staging, Furniture, Window Coverings, Shades, Area Rugs, Cabinetry, Furnishings, Draperies, Interior Design, Blinds, Upholstery, Remodeling, Staging, Color Consultation, Color Consulting, Space Planning, Furniture Placement, Home, Interiors, Custom Furniture, Finishes, Curtains, Walls, Residential, Makeovers, Color Selection, Home Furnishings, Color Schemes, Paint, Textiles, Floor Plans, Styling, Window Treatments, Residential Design, Bedding, Flooring, Wall Coverings, Window, Carpet, Renovation, Custom Furniture Design, Faux Finishes, Lighting Design, Lighting, Accessorizing, Rugs, Remodels, Painting, Visual Merchandising, Wallpaper
Education
CSUN
B.A, MARKETING
london-England 1979 — 1984
Merrill Lynch June 2011 - Present
Merrill Lynch, Bank of America December 2009 - Present
Skills
Series 7, Microsoft Office, Finance, Social Media, PowerPoint, Trading, Equities, Bloomberg Terminal, Microsoft Excel, Access, Portfolio Management, Asset Allocation, Financial Modeling, Fixed Income, Financial Analysis, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Operations Management and Marketing
Merrill Lynch Bank of America August 2012 - Present
Edward Jones November 2010 - May 2012
SenoRx March 2009 - October 2010
Medtronic Urology January 2001 - March 2009
Vidamed April 1999 - January 2001
Skills
Asset Management, Sales Management, Sales, Finance, New Business Development, Income Statement, Retirement Planning, Strategic Financial..., Financial Modeling, Customer Service, Series 7, Insurance, Risk Management, Investments, Strategic Planning, Leadership, Financial Services, Portfolio Management, Account Management, Credit, Cold Calling, Forecasting, Sales Operations
Education
Marian University 1971 — 1975
Edward Jones
Series 7, Series 66, Texas Insurance license
KHS
KHS
Merrill Lynch Bank of America September 2011 - December 2011
South Street Seaport Museum March 2011 - May 2011
Skills
Equities, Bloomberg, Valuation, Financial Modeling, Market Research, Financial Analysis
Education
Pace University 2010 — 2011
MS, Financial Management
Fort Hays State University 2007 — 2009
BBA, Finance
Deloitte December 2014 - Present
Arbor healthcare January 2014 - November 2014
Asurion July 2011 - January 2014
Synechron January 2005 - January 2014
Merrill Lynch-Bank of America October 2009 - July 2011
Maharashtra State Agricultural and Marketing Board April 2003 - July 2005
Skills
Web Services, ASP.NET, UML, WCF, Software Development, IIS, Agile Methodologies, Scrum, Visual C#, Microsoft SQL Server, Web Applications, Enterprise Architecture, Visio, WPF
Education
Scrum Alliance 2013 — 2013
Certified Scrum Master, Agile Development, A+
University of Pune 1996 — 2000
B.E., Mechanical
University of Pune 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
C-DAC
Banque Laurentienne du Canada February 2012 - Present
Banque Laurentienne February 2011 - February 2012
Merrill Lynch - Bank of America 1998 - February 2009
Merrill Lynch 2002 - 2008
Merrill Lynch 1998 - 2001
Merrill Lynch 1989 - 1998
Merrill Lynch 1988 - 1989
Merrill Lynch 1987 - 1987
Merrill Lynch 1984 - 1986
Skills
Settlement, Banking, Mutual Funds, Financial Risk, Financial Services, Securities, Risk Management, Equities
Education
Concordia University 1980 — 1983
Bachelor of Commerce, Finance Major
Merrill Lynch/ Bank of America 2010 - Present
The Walt Disney Company 1997 - 2010
Busch Entertainment Corporation 1995 - 1997
The Tussauds Group 1994 - 1995
Anheuser Busch Theme Parks 1987 - 1994
Education
Duke University
Political Science; Markets and Management Studies
Ferguson
Ohio National Financial Services March 2013 - Present
Merrill Lynch/ Bank of America December 2006 - March 2013
Bank of America December 2006 - March 2013
Skills
Series 7, Series 63, 401k, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Defined Contribution, Series 65, Wealth Management, Six Sigma, Life Insurance, Annuity Sales
Education
University of Rhode Island
Microsoft February 2015 - Present
Microsoft February 2014 - January 2015
Stony Brook University August 2013 - December 2013
Stony Brook University August 2012 - December 2013
Merrill Lynch (Bank of America) June 2013 - August 2013
CA Technologies , CEWIT , Stony Brook September 2012 - June 2013
Adobe Systems Pvt India Ltd May 2010 - July 2012
Infogain Pvt India Ltd June 2009 - August 2009
Skills
Java, MySQL, JUnit, JavaScript, jQuery, Ant, C, Maven, Perl, Eclipse, Software Development, SQL, Git, Oracle, C++ Language, Object Oriented Design, Agile Methodologies, Google Analytics, Windows Azure, C#
Education
Stony Brook University 2012 — 2013
Masters, Computer Science
Indira Gandhi Institute of Technology 2006 — 2010
B.Tech, Computer Sciences
Enerflex Energy Systems Inc October 2013 - Present
Enerflex Ltd. May 2013 - Present
Neighborhood Tax Centers January 2012 - April 2012
Merrill Lynch (Bank of America) May 2011 - August 2011
Ocean Glory International Freight Co.Ltd May 1999 - March 2005
Tianjin Tianrong International Forwarding Development Co.,Ltd January 1998 - May 1999
New World Department Store China Limited July 1997 - December 1997
Skills
Accounting, Finance, SAP, Financial Statements, Tax, Auditing, Journal Entries, Account Reconciliation, Peachtree, Internal Audit, Strategic Financial..., GAAP, Analysis, Sarbanes-Oxley Act, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accouting, 3.64
Houston Community College 2009 — 2010
Associate of Arts, Business Administration and Management, General, 3.89
Merrill Lynch - Bank of America September 2013 - Present
U.S. Trust - Bank of America June 2010 - September 2013
Bank of America January 2006 - May 2010
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Equities
Education
Boston College - Carroll School of Management 2008 — 2010
MBA, Corporate Finance
Tulane University 1998 — 2002
Bachelor of Science
Merrill Lynch Bank of America August 2010 - February 2012
Aon January 2009 - April 2010
Swedbank January 2008 - May 2008
Education
Rutgers University-New Brunswick 2005 — 2007
Bachelor of Arts, English Literature, Cinema Studies
Deutsche X-Trackers ETFs April 2014 - Present
Merrill Lynch Bank of America April 2011 - March 2014
Merrill Lynch Bank of America November 2007 - April 2011
Merrill Lynch Bank of America January 2005 - November 2007
Skills
Consistently meet and..., Consultative Selling, New Business Development, Competitive..., Product Expertise, Account Management, Sales/Forecast..., Customer Service, Client/Product Liaison, Budgeting, Budget..., Needs Analysis, Strategic & Tactical..., Industry Networking, Integrity Based Selling, Team Management, Negotiations, Market..., Client Insights, Sales Development, Marketing
Education
Columbia College
Bachelor of Arts
University of Illinois
Liberal Arts and Sciences; Humanities
Bank of America Merrill Lynch August 2014 - Present
Kendell-Ward January 2012 - August 2014
Merrill Lynch (Bank of America) 2007 - 2011
Skills
Financial Reporting, Employee Benefits, Strategic Financial..., Investments, Financial Services, Defined Benefit, 401k, Insurance, Risk Management, Pensions, Financial Risk, Retirement, Mergers & Acquisitions, Finance, Retirement Planning, PeopleSoft, Accounting, ERISA, Payroll, Financial Advisory, Process Improvement, Human Resources
Education
Penn State University
Bachelor of Science (BS), Pre-Law Studies
The Institute for Paralegal Training
ABA Certified Employee Benefits Paralegal, Employee Benefits
Merrill Lynch Bank of America May 2010 - Present
Merrill Lynch Bank of America May 2010 - August 2013
Merrill Lynch May 2006 - May 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration / Global Management
Rutgers, The State University of New Jersey-Newark 1995 — 1999
Bachelor of Science (BS), Marketing/Marketing Management, General