Merrill Lynch/ Bank of America

Description

Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners

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Merrill Lynch/ Bank of America Employees

Employee
Years
Job
Industry
Jennifer Phillips Jennifer Phillips San Francisco Bay Area Details
Jennifer Phillips's Merrill Lynch/ Bank of America Experience 2007 - 2010
Job Managing Director, Private Securities Group at SharesPost
Industry Financial Services
Experience
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

Jim Deats Jim Deats Jacksonville, Florida Area Details
Jim Deats's Merrill Lynch/ Bank of America Experience January 2010 - January 2011
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Peter Cole Peter Cole Greater Boston Area Details
Peter Cole's Merrill Lynch/ Bank of America Experience June 2013 - January 2015
Job iOS Developer at 5311Dev
Industry Computer Software
Experience
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

Nicole Spiegel Nicole Spiegel Greater New York City Area Details
Nicole Spiegel's Merrill Lynch/ Bank of America Experience 2009 - June 2012
Job Project & Program Management
Industry Financial Services
Experience
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

Jason P. Lutsey Jason P. Lutsey Phoenix, Arizona Area Details
Jason P. Lutsey's Merrill Lynch/ Bank of America Experience July 2011 - January 2013
Job Vice PresidentNew Hire Manager/Sales Financial Solutions Manager at Merrill EdgeBank of America
Industry Financial Services
Experience
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

Riyaz Khan Hussain Riyaz Khan Hussain Somerset, New Jersey Details
Riyaz Khan Hussain's Merrill Lynch/ Bank of America Experience August 2013 - Present
Job Developer/ Architect
Industry Information Technology and Services
Experience
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

Chatterjee, Gautam Chatterjee, Gautam Greater New York City Area Details
Chatterjee, Gautam's Merrill Lynch/ Bank of America Experience July 1987 - Present
Job VP at ML
Industry Information Technology and Services
Experience
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

Anne Marie Owen Anne Marie Owen Greater New York City Area Details
Anne Marie Owen's Merrill Lynch/ Bank of America Experience December 1988 - June 2009
Job Executive Assistant, New York City
Industry Financial Services
Experience
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

James H. Held, Sr. James H. Held, Sr. Greater Detroit Area Details
James H. Held, Sr.'s Merrill Lynch/ Bank of America Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch | Bank of America
Industry Financial Services
Experience
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

Tim Crawford Tim Crawford Greater Atlanta Area Details
Tim Crawford's Merrill Lynch/ Bank of America Experience January 2012 - December 2013
Job Senior Banking Services Advisor at PNC
Industry Banking
Experience
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

Tyler Ticen Tyler Ticen San Francisco Bay Area Details
Tyler Ticen's Merrill Lynch/ Bank of America Experience January 2007 - Present
Job Senior Financial Advisor Merrill Lynch
Industry Financial Services
Experience
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

Alfonsina Rodriguez Alfonsina Rodriguez Bronx, New York Details
Alfonsina Rodriguez's Merrill Lynch/ Bank of America Experience February 2008 - March 2010
Job Senior Analyst at GE Capital
Industry Financial Services
Experience
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

Venkat Ramana Chivukula Venkat Ramana Chivukula Greater New York City Area Details
Venkat Ramana Chivukula's Merrill Lynch/ Bank of America Experience June 2010 - February 2013
Job .
Industry Information Technology and Services
Experience
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

Michael J. Sewell Michael J. Sewell Cincinnati, Ohio Details
Michael J. Sewell's Merrill Lynch/ Bank of America Experience June 2013 - August 2013
Job Congressional Intern at U.S. House of Representatives
Industry Accounting
Experience
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

James E Holloway Jr. James E Holloway Jr. Fort Lauderdale, Florida Details
James E Holloway Jr.'s Merrill Lynch/ Bank of America Experience 2002 - 2011
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Patrick Kenefick Patrick Kenefick Sarasota, Florida Area Details
Patrick Kenefick's Merrill Lynch/ Bank of America Experience June 2004 - April 2012
Job Wealth Advisor at Neuberger Berman
Industry Financial Services
Experience
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

Thamer Aljomaih Thamer Aljomaih Greater Los Angeles Area Details
Thamer Aljomaih's Merrill Lynch/ Bank of America Experience January 2012 - April 2012
Job Training Program at Merrill Lynch Bank of America.
Industry Banking
Experience
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

David J. Dzarnoski David J. Dzarnoski Las Vegas, Nevada Area Details
David J. Dzarnoski's Merrill Lynch/ Bank of America Experience August 2011 - May 2014
Job AVP Center Based Small Business Banker
Industry Financial Services
Experience
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

Pete Hennrikus Pete Hennrikus Charleston, South Carolina Details
Pete Hennrikus's Merrill Lynch/ Bank of America Experience August 2014 - Present
Job Financial Advisor/COO at Merrill Lynch
Industry Financial Services
Experience
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

Kristopher Schutz Kristopher Schutz Pennington, New Jersey Details
Kristopher Schutz's Merrill Lynch/ Bank of America Experience December 2006 - Present
Job VP; Client Information Management Program Manager
Industry Financial Services
Experience
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

Denise Gregory Denise Gregory Greater Philadelphia Area Details
Denise Gregory's Merrill Lynch/ Bank of America Experience 2006 - June 2011
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Investment Banking
Experience
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

Jason Hu Jason Hu New York, New York Details
Jason Hu's Merrill Lynch/ Bank of America Experience January 2012 - December 2014
Job Vice President, Wealth Management at HSBC
Industry Financial Services
Experience
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

Lee Atwater Lee Atwater Trenton, New Jersey Details
Lee Atwater's Merrill Lynch/ Bank of America Experience September 1998 - September 2015
Job Consultant
Industry Marketing and Advertising
Experience
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

Harry Elkin Harry Elkin Dallas/Fort Worth Area Details
Harry Elkin's Merrill Lynch/ Bank of America Experience November 2010 - June 2011
Job CEO at Encore Propane
Industry Executive Office
Experience
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

Robert Tannenbaum Robert Tannenbaum Tampa/St. Petersburg, Florida Area Details
Robert Tannenbaum's Merrill Lynch/ Bank of America Experience April 2010 - Present
Job Assistant Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

David L D'Orazio David L D'Orazio Greater Philadelphia Area Details
David L D'Orazio's Merrill Lynch/ Bank of America Experience April 2011 - Present
Job PMO Project Manager at Merrill Lynch
Industry Information Technology and Services
Experience
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

Paul Treske Paul Treske Dallas/Fort Worth Area Details
Paul Treske's Merrill Lynch/ Bank of America Experience September 2011 - January 2012
Job Institutional Relationship Manager
Industry Financial Services
Experience
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

Ari Weber Ari Weber Boston, Massachusetts Details
Ari Weber's Merrill Lynch/ Bank of America Experience November 2012 - Present
Job Financial Advisor, Investment/Wealth Management at Merrill Lynch, PIA Portfolio Advisor
Industry Investment Management
Experience
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

Teresa Failli Teresa Failli Greater New York City Area Details
Teresa Failli's Merrill Lynch/ Bank of America Experience May 2011 - November 2011
Job Sales Associate at Berkshire Hathaway Fox & Roach Realtors
Industry Financial Services
Experience
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

Jim Thornton Jim Thornton Greater Chicago Area Details
Jim Thornton's Merrill Lynch/ Bank of America Experience June 2013 - Present
Job Merrill Lynch Bank of America. LAT Group
Industry Financial Services
Experience
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

Cathy Wu Cathy Wu New York, New York Details
Cathy Wu's Merrill Lynch/ Bank of America Experience July 2009 - September 2011
Job Associate Director at Fitch Ratings
Industry Financial Services
Experience
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

Vanessa Henao Vanessa Henao New York, New York Details
Vanessa Henao's Merrill Lynch/ Bank of America Experience August 2012 - December 2012
Job Marketing Associate at Celtra, Inc.
Industry Computer Software
Experience
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

Jeff Cole Jeff Cole Boston, Massachusetts Details
Jeff Cole's Merrill Lynch/ Bank of America Experience February 2011 - Present
Job iOS App Architect/Developer & Entrepreneur
Industry Computer Software
Experience
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

Lindsey Kuczma Lindsey Kuczma Greater New York City Area Details
Lindsey Kuczma's Merrill Lynch/ Bank of America Experience 2012 - Present
Job Vice President, Meeting & Event Planner at Merrill Lynch / Bank of America
Industry Financial Services
Experience
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

Ranjith Nayanappa Ranjith Nayanappa Greater New York City Area Details
Ranjith Nayanappa's Merrill Lynch/ Bank of America Experience July 2009 - October 2010
Job Vice President at BNP Paribas
Industry Information Technology and Services
Experience
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

Alan Cadet Alan Cadet Brooklyn, New York Details
Alan Cadet's Merrill Lynch/ Bank of America Experience July 2007 - Present
Job Technology Stability Analyst at Merrill Lynch Bank of America
Industry Computer & Network Security
Experience
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

Harshdeep kaur Harshdeep kaur New Hyde Park, New York Details
Harshdeep kaur's Merrill Lynch/ Bank of America Experience June 2010 - January 2011
Job Dotnet Developer at New York Life Insurance Company
Industry Banking
Experience
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

Emily Schemelia Emily Schemelia Greater New York City Area Details
Emily Schemelia's Merrill Lynch/ Bank of America Experience November 2012 - Present
Job System Engineer at Merrill Lynch
Industry Information Technology and Services
Experience
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

Scott Luhnau Scott Luhnau Houston, Texas Details
Scott Luhnau's Merrill Lynch/ Bank of America Experience July 2002 - Present
Job Senior Vice President and Market Director at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Daryle Barnard Daryle Barnard Jacksonville, Florida Details
Daryle Barnard's Merrill Lynch/ Bank of America Experience October 2007 - Present
Job Financial Advisor, Assistant Vice President at Merrill Lynch/ Bank of America
Industry Financial Services
Experience
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

Tony Compaglia Tony Compaglia Greater Chicago Area Details
Tony Compaglia's Merrill Lynch/ Bank of America Experience September 2012 - August 2014
Job Founder at BeerShop
Industry Retail
Experience
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

Maya Doncheva Maya Doncheva Greater Philadelphia Area Details
Maya Doncheva's Merrill Lynch/ Bank of America Experience November 2009 - March 2012
Job Senior Operations Analyst
Industry Financial Services
Experience
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

Carrie Betten Silva Carrie Betten Silva Jacksonville, Florida Area Details
Carrie Betten Silva's Merrill Lynch/ Bank of America Experience July 2014 - Present
Job Vice President GWIM Registered Group Ops Manager at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Erik Ekberg Erik Ekberg Greater Salt Lake City Area Details
Erik Ekberg's Merrill Lynch/ Bank of America Experience October 2010 - May 2012
Job Experienced Senior Relationship & Product Manager with 15 + years of Customer & Project Management
Industry Financial Services
Experience
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

Polina Sherman Polina Sherman Greater New York City Area Details
Polina Sherman's Merrill Lynch/ Bank of America Experience January 2013 - Present
Job VP; CNSLT APPS Programmer (Mainframe) at Merrill Lynch (Bank of America)
Industry Information Technology and Services
Experience
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

Jennifer Chohan Jennifer Chohan Houston, Texas Area Details
Jennifer Chohan's Merrill Lynch/ Bank of America Experience May 2012 - February 2015
Job Finance and Client Service Professional
Industry Financial Services
Experience
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

Sonya Shelton-Simpson Sonya Shelton-Simpson Greater New York City Area Details
Sonya Shelton-Simpson's Merrill Lynch/ Bank of America Experience October 1993 - Present
Job Promoter of the e84Challenge with Evolv Health
Industry Health, Wellness and Fitness
Experience
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

Cheryl Nurre Cheryl Nurre United States Details
Cheryl Nurre's Merrill Lynch/ Bank of America Experience April 2011 - Present
Job Wealth Management Client Services at Merrill Lynch Bank of America
Industry
Experience
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

Jackie Mijol Jackie Mijol Dallas/Fort Worth Area Details
Jackie Mijol's Merrill Lynch/ Bank of America Experience October 2008 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
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

Ellen Seebeck Ellen Seebeck Greater New York City Area Details
Ellen Seebeck's Merrill Lynch/ Bank of America Experience January 1994 - August 2012
Job Strategist in Data Solutions at Bloomberg LP
Industry Information Technology and Services
Experience
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

Vincent Leung Vincent Leung Greater New York City Area Details
Vincent Leung's Merrill Lynch/ Bank of America Experience 2009 - 2012
Job Senior Software Engineer / Technical Lead / Architecture
Industry Computer Software
Experience
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

Carl Pennington Carl Pennington Jacksonville, Florida Area Details
Carl Pennington's Merrill Lynch/ Bank of America Experience August 2010 - May 2011
Job IT Technician at Advent Christian Village
Industry Legal Services
Experience
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

Natalie Addington Natalie Addington Dallas, Texas Details
Natalie Addington's Merrill Lynch/ Bank of America Experience May 2013 - Present
Job Incoming FSO Assurance Associate EY
Industry Financial Services
Experience
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

Janet Foster - Garafano Janet Foster - Garafano Greater New York City Area Details
Janet Foster - Garafano's Merrill Lynch/ Bank of America Experience September 2010 - October 2010
Job Project Manager J. Knipper & Company
Industry Information Technology and Services
Experience
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

Sujith Papali Sujith Papali Greater New York City Area Details
Sujith Papali's Merrill Lynch/ Bank of America Experience September 2007 - November 2011
Job Macro COO Consultant at Barclays Investment Bank
Industry Financial Services
Experience
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

Mike Wagoner Mike Wagoner Ponte Vedra Beach, Florida Details
Mike Wagoner's Merrill Lynch/ Bank of America Experience 2002 - May 2014
Job IT Project Manager Storage Engagement Bank of America / Apex Systems
Industry Information Technology and Services
Experience
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

Richard Reithner Richard Reithner Miami Beach, Florida Details
Richard Reithner's Merrill Lynch/ Bank of America Experience December 2009 - June 2010
Job Freelance Writer/Tech Writer/Editor/Writing Coach
Industry Writing and Editing
Experience
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

Anil Pali Anil Pali Cupertino, California Details
Anil Pali's Merrill Lynch/ Bank of America Experience July 2010 - June 2012
Job Architect at Apple
Industry Information Technology and Services
Experience
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

Alan Youngblood Alan Youngblood Greater New York City Area Details
Alan Youngblood's Merrill Lynch/ Bank of America Experience 2005 - December 2009
Job Vice President Employee Assistance Program at JP Morgan Chase
Industry Financial Services
Experience
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

Nikita Kiyatkin Nikita Kiyatkin Greater New York City Area Details
Nikita Kiyatkin's Merrill Lynch/ Bank of America Experience October 2009 - March 2013
Job Sr. Developer at KPMG
Industry Computer Software
Experience
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

Raveendra Uppalapati Raveendra Uppalapati Greater New York City Area Details
Raveendra Uppalapati's Merrill Lynch/ Bank of America Experience June 2009 - Present
Job Vice President at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Doris Meister Doris Meister Greater New York City Area Details
Doris Meister's Merrill Lynch/ Bank of America Experience 1999 - 2004
Job Senior Vice President at Alliance Bernstein LP
Industry Financial Services
Experience
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

Danielle Coate Danielle Coate Greater Denver Area Details
Danielle Coate's Merrill Lynch/ Bank of America Experience February 2011 - Present
Job Vice President at Merrill Lynch/ Bank of America
Industry Financial Services
Experience
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

Will McGinley Will McGinley Ashland, Ohio Details
Will McGinley's Merrill Lynch/ Bank of America Experience May 2006 - August 2006
Job Director of Enrollment Research at Ashland University
Industry Education Management
Experience
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

JAYESH MEHTA JAYESH MEHTA Greater New York City Area Details
JAYESH MEHTA's Merrill Lynch/ Bank of America Experience August 2003 - June 2012
Job Manager Advisory at KPMG US
Industry Financial Services
Experience
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

Prithwish Dasgupta Prithwish Dasgupta Greater New York City Area Details
Prithwish Dasgupta's Merrill Lynch/ Bank of America Experience April 2010 - May 2011
Job VP at Citi
Industry Information Technology and Services
Experience
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

Adrian Burgos Adrian Burgos Greater New York City Area Details
Adrian Burgos's Merrill Lynch/ Bank of America Experience October 2012 - Present
Job Managed Solutions Group Relationship Manager at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Abhishek Kumar Phutane Abhishek Kumar Phutane Greater New York City Area Details
Abhishek Kumar Phutane's Merrill Lynch/ Bank of America Experience July 2007 - October 2010
Job Vice President (Synthetic Products Group) at Goldman Sachs
Industry Financial Services
Experience
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

Bonnie Powell Bonnie Powell Greater New York City Area Details
Bonnie Powell's Merrill Lynch/ Bank of America Experience February 2007 - Present
Job Director, Registered Principal Manager, Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Tonny Navarro Tonny Navarro Cos Cob, Connecticut Details
Tonny Navarro's Merrill Lynch/ Bank of America Experience September 2010 - June 2015
Job Analyst at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
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

Lorin Riskind Lorin Riskind Dallas/Fort Worth Area Details
Lorin Riskind's Merrill Lynch/ Bank of America Experience May 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch, Bank of America
Industry Financial Services
Experience
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

Archana Bhosale Archana Bhosale Greater New York City Area Details
Archana Bhosale's Merrill Lynch/ Bank of America Experience October 2009 - Present
Job at
Industry Information Technology and Services
Experience
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

Sravan T Sravan T Tampa/St. Petersburg, Florida Area Details
Sravan T's Merrill Lynch/ Bank of America Experience April 2010 - July 2010
Job Software Performance Test Lead
Industry Information Technology and Services
Experience
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

Mike Menechella, C.P.M. Mike Menechella, C.P.M. Greater New York City Area Details
Mike Menechella, C.P.M.'s Merrill Lynch/ Bank of America Experience January 2003 - May 2010
Job Director Global Hardware Sourcing at American International Group
Industry Financial Services
Experience
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

Nancine Vitale Nancine Vitale Greater New York City Area Details
Nancine Vitale's Merrill Lynch/ Bank of America Experience January 2009 - October 2012
Job Senior Technology Manager
Industry Financial Services
Experience
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

Buster Bragg Buster Bragg Jacksonville, Florida Area Details
Buster Bragg's Merrill Lynch/ Bank of America Experience October 1998 - Present
Job Sr. Vice President Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Nagaswamy Ramaswamy Nagaswamy Ramaswamy Greater New York City Area Details
Nagaswamy Ramaswamy's Merrill Lynch/ Bank of America Experience October 1991 - Present
Job Director, Alternative Investments
Industry Financial Services
Experience
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.

Peter Flory Peter Flory Greater Chicago Area Details
Peter Flory's Merrill Lynch/ Bank of America Experience 2004 - March 2010
Job Principal at Tessa Asset Management
Industry Financial Services
Experience
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

Mrudula Tummala Mrudula Tummala Greater New York City Area Details
Mrudula Tummala's Merrill Lynch/ Bank of America Experience April 2013 - Present
Job Senior Business Analyst at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Frank Morlock Frank Morlock Albuquerque, New Mexico Area Details
Frank Morlock's Merrill Lynch/ Bank of America Experience 2009 - Present
Job at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch Bank of America  2009 - Present
HSBC  March 1997 - March 2011

Education
New Mexico State University

Southern Illinois University, Carbondale

Rebecca Dalrymple Rebecca Dalrymple Greater New York City Area Details
Rebecca Dalrymple's Merrill Lynch/ Bank of America Experience May 2010 - Present
Job Wealth Management Banker at Merrill Lynch/ Bank of America
Industry Financial Services
Experience
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

Suzanne Boyer Suzanne Boyer Greater Philadelphia Area Details
Suzanne Boyer's Merrill Lynch/ Bank of America Experience January 2014 - November 2014
Job Substance Abuse/Behavioral Health Rehabilitation/Health Care Administration/Case Management
Industry Mental Health Care
Experience
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

James Lalor CRPC® James Lalor CRPC® Charlotte, North Carolina Area Details
James Lalor CRPC®'s Merrill Lynch/ Bank of America Experience March 2012 - Present
Job
Industry Financial Services
Experience
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

Alisha Arora Alisha Arora Sunnyvale, California Details
Alisha Arora's Merrill Lynch/ Bank of America Experience June 2013 - August 2013
Job Software Development Engineer at Yahoo
Industry Computer Software
Experience
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%

George Titus George Titus Greater New York City Area Details
George Titus's Merrill Lynch/ Bank of America Experience June 2005 - October 2008
Job Cyber Security Expert at Wall St
Industry Information Technology and Services
Experience
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

Ronald Ramsaroop Ronald Ramsaroop Greater New York City Area Details
Ronald Ramsaroop's Merrill Lynch/ Bank of America Experience January 1997 - April 2009
Job Contract Ended, Looking for a New Infrastructure Project /SDM Manager
Industry Information Technology and Services
Experience
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

Karthik Kongara Karthik Kongara Monmouth Junction, New Jersey Details
Karthik Kongara's Merrill Lynch/ Bank of America Experience February 2014 - Present
Job Vice President
Industry Financial Services
Experience
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

Corey Francisco Corey Francisco Greater New York City Area Details
Corey Francisco's Merrill Lynch/ Bank of America Experience May 2011 - August 2011
Job Vice President at CopyMaster Company
Industry Wholesale
Experience
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

Haleh Baravarian Shooshani Haleh Baravarian Shooshani Beverly Hills, California Details
Haleh Baravarian Shooshani's Merrill Lynch/ Bank of America Experience 2002 - Present
Job Interior decorator / Financial advisor
Industry Financial Services
Experience
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

Jessie Petretti Jessie Petretti Greater New York City Area Details
Jessie Petretti's Merrill Lynch/ Bank of America Experience December 2009 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Kathryn Voyles Kathryn Voyles Houston, Texas Area Details
Kathryn Voyles's Merrill Lynch/ Bank of America Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Jinjin Jia Jinjin Jia Greater New York City Area Details
Jinjin Jia's Merrill Lynch/ Bank of America Experience September 2011 - December 2011
Job Global Wealth Management Advisory Intern at Merrill Lynch
Industry Financial Services
Experience
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

Atul Chaudhari, CSM Atul Chaudhari, CSM Nashville, Tennessee Details
Atul Chaudhari, CSM's Merrill Lynch/ Bank of America Experience October 2009 - July 2011
Job .Net Specialist at Deloitte
Industry Computer Software
Experience
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

Lucia Rossi Lucia Rossi Montreal, Canada Area Details
Lucia Rossi's Merrill Lynch/ Bank of America Experience 1998 - February 2009
Job Directrice Principale, Reglements Financiers at Banque Laurentienne du Canada
Industry Banking
Experience
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

Greg Zittrain Greg Zittrain Norfolk, Virginia Area Details
Greg Zittrain's Merrill Lynch/ Bank of America Experience 2010 - Present
Job Merrill Lynch/ Bank of America
Industry Financial Services
Experience
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

Joe Lagner, CRPS Joe Lagner, CRPS Greater Boston Area Details
Joe Lagner, CRPS's Merrill Lynch/ Bank of America Experience December 2006 - March 2013
Job Regional Vice President Group Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
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

Neha Bhatnagar Neha Bhatnagar Bellevue, Washington Details
Neha Bhatnagar's Merrill Lynch/ Bank of America Experience June 2013 - August 2013
Job Software Engineer II at Microsoft
Industry Computer Software
Experience
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

Diana Ling Tian Diana Ling Tian Houston, Texas Area Details
Diana Ling Tian's Merrill Lynch/ Bank of America Experience May 2011 - August 2011
Job Staff Accountant at Enerflex Energy Systems Inc
Industry Accounting
Experience
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

Brent Kraeger Brent Kraeger Greater New York City Area Details
Brent Kraeger's Merrill Lynch/ Bank of America Experience September 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

Donald Weiss, Jr. Donald Weiss, Jr. Titusville, New Jersey Details
Donald Weiss, Jr.'s Merrill Lynch/ Bank of America Experience August 2010 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Diane Doyle Diane Doyle Chicago, Illinois Details
Diane Doyle's Merrill Lynch/ Bank of America Experience April 2011 - March 2014
Job Internal ETF Sales Consultant at Deutsche Bank
Industry Financial Services
Experience
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

Jerry McCollaum Jerry McCollaum Bensalem, Pennsylvania Details
Jerry McCollaum's Merrill Lynch/ Bank of America Experience 2007 - 2011
Job Senior Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Grace Bent Grace Bent Pennington, New Jersey Details
Grace Bent's Merrill Lynch/ Bank of America Experience May 2010 - Present
Job Assistant Vice President at Merrill Lynch Bank of America
Industry Financial Services
Experience
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