Merrill Lynch/Bank of America
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. Not to be confused with Merrill Lynch, the wealth management division of Bank of America, both firms are broker-dealers and engage in prime brokerage. Headquarters: Charlotte, NC Parent organization: Bank of America Founded: January 1, 2009 Key people: Brian T Moynihan (CEO); Thomas K. Montag (COO) Subsidiary: Ridgemont Equity Partners
Merrill Lynch/Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch/Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merrill Lynch/Bank of America Employees
Citi December 2013 - Present
Panasonic February 2013 - November 2013
Bank of America May 2010 - September 2012
Merrill Lynch/Bank of America 2009 - May 2010
Merrill Lynch 2004 - 2009
Merrill Lynch October 2002 - 2004
Gregg Clifton Digital May 1997 - October 2002
Skills
Intranet, Intranet Strategy, Intranet Portals, Information Architecture, Web Content Management, Corporate Communications, Financial Services, HTML, Dreamweaver, Vignette, Photoshop, Adobe Fireworks, JavaScript, SharePoint, Visio, PowerPoint, Flash, Illustrator, Adobe Acrobat, Objective-C, CSS, Strategic Communications, Web Content, SEO, Web Design, Web Development
Education
New York University
MPS, Interactive Telecommunications Program (ITP)
University of Pennsylvania
Bachelor of Arts (BA), English
School of Visual Arts Continuing Education 2012 — 2012
Advanced Flash Action Scripting and Advanced HTML/CSS
Nielsen Norman Group
Usability Training Week
New York University School of Continuing Education
Certificate, Video Production
Otter Products February 2015 - Present
OtterBox February 2014 - February 2015
OtterBox August 2013 - February 2014
Jackson National Life Distributors LLC August 2012 - August 2013
Jackson National Life Distributors LLC October 2011 - August 2012
Brown's Shoe Fit CO August 2008 - October 2011
Merrill Lynch/Bank of America February 2010 - May 2010
JPG Engineering May 2008 - August 2009
American Airlines December 2007 - January 2008
Yampa Valley Golf Course May 2004 - August 2006
Skills
Series 6, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, CRM, Avaya, Outlook, Market Research, Customer Service, Sales, Teamwork, Public Speaking, Team Building, Social Media Marketing, Marketing, Time Management, Management
Education
Colorado State University 2006 — 2010
BA, Economics, Business Administration
Commodity Futures Trading Commission October 2014 - Present
Merrill Lynch/Bank of America August 2006 - October 2014
Merrill Lynch, Pierce, Fenner & Smith, Inc – Futures Regulatory Reporting August 2006 - May 2011
National Futures Association January 2005 - August 2006
Skills
Compliance Regulations, Financial Analysis, Compliance, Dodd-Frank, Financial Services, Internal Controls, Account Reconciliation
Education
Pace University
MBA, Managerial Finance
Pace University
Bachelor of Business Administration
Merrill Lynch/Bank Of America June 2013 - Present
NICE Systems January 2013 - June 2013
ALK Technologies November 2011 - January 2013
Skills
VPN, Cisco Technologies, VoIP, Windows, Public Relations, Microsoft Office, Microsoft SQL Server, Active Directory, Social Media Marketing, Project Management, Help Desk Support, Customer Service, Virtual PC, PC building, Microsoft Exchange, MySQL Cluster, JBoss Application Server, Server Architecture, IIS, IPv6, Apache Derby, Windows Services, JavaScript, Windows Administration
Education
NJIT 2012 — 2014
Master of Science (M.S.), Business and Information Systems, General
Kean University 2009 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
North Shore-LIJ Health System July 2015 - Present
North Shore-LIJ Health System January 2014 - July 2015
The Gourmet Factory March 2012 - December 2013
IGA Fort Salonga Market March 2004 - March 2012
Bender Insurance Agency April 2011 - September 2011
Merrill Lynch/Bank of America June 2010 - August 2010
CVS/ Pharmacy September 2002 - March 2004
Skills
FMLA, Spreadsheets, Customer Service, Data Entry, Cashiering, Inventory Management, Outlook, File Management, PeopleSoft, Time Management, Phone Etiquette, Retail, PowerPoint, Customer Satisfaction, Benefits Administration
Education
Farmingdale State College 2006 — 2010
B.S., Business Management
Merrill Lynch April 2013 - Present
Merrill Lynch January 2012 - March 2013
Merrill Lynch/Bank of America September 2010 - December 2011
Merrill Lynch March 1993 - August 2010
Skills
Series 7, 9, 10, 63, 65, Financial Understanding, Project Management, Sales Operations, Salesforce.com, Asset Allocation, Securities Lending, Operational Risk, Risk Assessment, Reputational Risk, Trading, Customer Retention, Alternative Investments, Customer Satisfaction, Employee Engagement, Employee Management, Compliance, Motivated self-starter, Team Leadership, Result Oriented, Risk Management
Education
The Ohio State University
BA, Communication
Upper Arlington HS
Merrill Lynch/Bank of America March 2007 - February 2015
Stryker Orthopaedics October 2006 - March 2007
Advent Software December 2000 - February 2004
National Association of Insurance Commissioners (NAIC) May 1989 - December 1999
Skills
Disaster Recovery, Active Directory, Unix, Windows Server, Microsoft SQL Server, ITIL, VMware, SQL, Solaris, SDLC, Servers, Business Analysis, SharePoint, Data Center, System Administration, Technical Support
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Management Information Systems, General
Monroe College 2012 — 2014
Bachelor's degree, Information Technology
Right Management August 2015 - Present
Mullin International January 2013 - Present
Peggy Foster Consulting August 2001 - August 2015
TTG Consultants, Drake Beam Morin, Lee Hecht Harrison January 2000 - January 2013
PowerPAC March 2011 - 2013
McAfee September 2012 - November 2012
Merrill Lynch/Bank of America February 2007 - June 2011
Heritage 2005 - 2008
NCS Pearson/ Transportation Security Administration (TSA) August 2002 - October 2002
54th Street Partners 2000 - 2001
Skills
Leadership Development, Executive Coaching, Organizational..., Strategy, Leadership, Coaching, Recruiting, Change Management, Team Building, Training, Start-ups, Workshop Facilitation, Human Resources, Management, Interviews, Performance Management, Project Management, Management Consulting, Strategic Planning, Employee Benefits, Consulting, Executive Management, Employee Engagement, Culture Change, Executive Search, HR Consulting, Personnel Management, Talent Management, Business Coaching, Emotional Intelligence, Organizational..., Entrepreneurship, Public Speaking, Mergers & Acquisitions, Employee Relations, Career Counseling, Career Development, Organizational Design, Marketing, Temporary Placement, Program Management, Management Development, Process Simulation, Mergers, Business Development, Strategic Leadership, Succession Planning, Sourcing, Business Strategy, Process Development
Education
Centenary College of Louisiana
B.S.
UCSD
FredSanfordMusic.com August 2010 - Present
FredSanfordMusic.com 2010 - December 2012
Merrill Lynch/Bank of America August 2004 - August 2010
Bay Hill Rotary 2006 - 2009
Ideal Home Mortgage June 2002 - July 2004
Orvio June 2001 - February 2002
Salem Broadcasting/WYLL June 2000 - May 2001
Chase Manhattan Mortgage Corp January 1974 - August 1986
Onstage Majority 1974 - 1982
Skills
Public Relations, Mortgage, Customer Relations, Sales, Loans, Retirement, 401k, IRAs, Investment Portfolios, Strategic Planning, Investments, Public Speaking, Marketing, Negotiation, Microsoft Excel, Real Estate, Microsoft Office, Customer Service, Mortgage Lending, Banking, Project Management, Finance, Management, Contract Negotiation, Estate Planning, Start-ups, Advertising, Strategic Financial..., Leadership, Mergers & Acquisitions, Small Business, Entrepreneurship, Project Planning, Business Development, Social Networking
Education
Northwestern University 1970 — 1974
Bachelor
Janney Montgomery Scott April 2013 - Present
Wells Fargo Advisors May 2009 - April 2013
Merrill Lynch/Bank of America September 1992 - May 2009
Skills
Investment Advisory, Asset Allocation, Certified Financial..., Certified Financial..., Financial Planning, IRAs, ETFs, Investment Strategies, Mutual Funds, 401(k), Alternative Investments, Investment Management, Fixed Income, Estate Planning, Investments, Asset Management, Advanced Retirement..., Series 7, Series 63, Series 65, Life and Health, Wealth Management, Retirement Planning, Asset and Income..., Portfolio Management, Strategic Financial..., Advanced Stock Option..., Corporate Cash..., Life Insurance Analysis, Executive Deferred..., New Comparability/Cross..., Advanced Lending..., Uniform Combined State..., 401k, Microsoft Office, Wealth Management..., Wealth, FINRA, Retirement, Deferred Compensation, Financial Advisory, Cash Management, Securities, Bonds, Life Insurance, CFM
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Double Major - Economics and Sociology
North Brunswick Twp H.S. 1976 — 1980
High School Diploma, General Studies
Grant Thornton, IPSA International, and other accounting firms May 2013 - Present
Merrill Lynch/Bank of America July 1999 - September 2011
Smith Barney (now Morgan Stanley) January 1998 - July 1999
New York Daily News and Various Broadcast and Print Media June 1976 - March 1996
CBS News and CBS Affiliate Stations June 1988 - November 1993
The New York Daily News 1982 - 1985
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
M.P.A., Public Finance, Business Administration
University of North Carolina at Chapel Hill 1972 — 1976
B.A., Journalism
West Montgomery High School 1968 — 1972
Diploma College Preparatory, Humanities/Humanistic Studies
Digitas Health LifeBrands May 2013 - Present
Merrill Lynch/Bank of America October 2006 - May 2013
Digitas January 2005 - October 2006
Digitas July 2003 - December 2005
Deutsch July 2001 - June 2003
Skills
Financial Services, Wealth Management, Strategy Implementation, Marketing Communications, Interactive Marketing, Digital Strategy, Interactive Advertising, Digital Marketing, Marketing, Integrated Brand..., Mobile Marketing, Pharmaceutical Industry, Direct Marketing, Segmentation
Education
Fordham University
Bachelor of Arts (B.A.), Psychology
Johnson and Johnson July 2014 - Present
AIG/Chartis December 2009 - July 2014
Merrill Lynch/Bank of America July 2009 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch January 2007 - January 2008
Merrill Lynch January 2005 - December 2006
Merrill Lynch 1982 - 1984
Skills
Leadership Development, Training, Instructor-led Training, Succession Planning, Management, Financial Services, Leadership, E-Learning, Talent Management, Project Management, Public Speaking, Performance Management, Change Management, Instructional Design, Strategic Planning, CRM, Organizational..., Analysis
Education
Kingsborough Community College 1978 — 1982
Associates, Business Administration
MERRILL LYNCH/BANK OF AMERICA November 1981 - Present
Cantor Fitzgerald May 1979 - October 1981
Evelyn Wood Reading Dynamics September 1976 - May 1979
Education
Cabrini College
Associate Degree, Mathematics
Pace University
Bachelor of Arts, Accounting
Key Private Bank 2014 - Present
The Cleveland Foundation 2012 - 2014
Merrill Lynch/Bank of America 2010 - 2012
The Private Trust Company 2005 - 2010
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Business Development, CRM, Wealth Management..., Fundraising, Strategic Financial..., Retirement Planning, Series 63, Asset Management, Financial Advisory, Investments, IRAs, Private Banking, Retirement, Portfolio Management, Series 7, Investment Management, Uniform Combined State..., Wealth, Trusts, Banking, Investment Strategies, Relationship Management, Financial Services, 401k, Investment Advisory, Securities, Mutual Funds, Alternative Investments, FINRA, Equities, Loans, Fixed Annuities, Financial Planning
Education
University of Akron School of Law
Juris Doctor, Law
The University of Akron
MBA, Business Administration
John Carroll University
BSBA, Business Management
Tyson Foods January 2014 - Present
Tyson Foods September 2012 - December 2013
Rebsamen Trust Portfolio Management Class August 2011 - May 2012
Merrill Lynch/Bank of America September 2011 - December 2011
George A. Williams, CPA June 2007 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Quickbooks
Education
University of Arkansas 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting
CIMBA, University of Iowa 2011 — 2011
International Economics and Consumers
SHI International Corp. May 2014 - Present
Dombro & Dombro July 2012 - Present
PHH Mortgage May 2013 - September 2013
Merrill Lynch/Bank of America January 2013 - March 2013
American Water October 2012 - November 2012
Morris County Hispanic-American Chamber of Commerce October 2011 - November 2012
Academic Support Center September 2009 - May 2012
JCC Camps at Medford June 2006 - August 2011
Morris County Hispanic-American Chamber of Commerce January 2011 - May 2011
Skills
Customer Service, Leadership, Time Management, PowerPoint, Social Media Marketing, Community Service, Microsoft Word, Training, Reliability, Recruiting, Fundraising, Teamwork, Interpersonal Skill, Hardwork, Community Outreach, Higher Education, Teaching, Student Affairs, Staff Development, Data Analysis, Word, Work Ethic, Research, Bartending, Microsoft Dynamics AX
Education
Fairleigh Dickinson University 2008 — 2012
BA, Communication, Advertising
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
Regency Centers June 2014 - Present
Merrill Lynch/Bank of America August 2013 - April 2014
Jacksonville Youth Sanctuary May 2012 - August 2013
Finish Line November 2010 - August 2011
Arnette House October 2009 - October 2010
US Army August 2001 - August 2003
Skills
Lease Administration, Management, Military, Retail, Training, Merchandising, Coaching, Customer Service, Accounting
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Accounting and Finance Management (MAFM), Accounting and Finance
University at Albany, SUNY 2004 — 2008
Bachelors of Art, Economics
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
NH Investment Management March 2015 - Present
Holstein Interiors and Lighting Design January 2004 - June 2015
Merrill Lynch/Bank of America July 2012 - January 2015
Klaffs of Scarsdale May 2010 - July 2012
Major Electric Supply August 2002 - April 2009
Education
Rhode Island School of Design 2005 — 2009
Interior Design
Western New England College 1978 — 1980
MBA, Business
TD October 2012 - Present
MediMedia USA June 2012 - September 2012
Delaware Investments June 2011 - May 2012
Merrill Lynch/Bank of America August 2007 - November 2011
Merrill Lynch Investment Managers April 2000 - June 2007
BlackRock 2006 - 2007
Dynamics Resources Inc March 1998 - March 2000
Johnson & Johnson Corporate Headquarters May 1992 - May 1998
First Boston Corporation January 1994 - May 1996
Morgan Stanley April 1991 - December 1993
Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Management/ Computer Science
Freelance Author December 2013 - Present
Merrll Lynch March 2012 - Present
CSX Transportation October 2011 - March 2012
Merrill Lynch/Bank of America January 1981 - December 2010
North American Philips Corporation January 1979 - January 1981
Merrill Lynch January 1977 - January 1979
Skills
Soft/People Skillsets:, Interim Management, TSO, Mainframe, COBOL, CICS, MVS, z/OS, Process Improvement, IBM Mainframe, JES2, Endeavor, Team Building, ITIL
Education
City University of New York-Brooklyn College
Bachelor of Science, Psychology and Health
Various
Training, Education and Certifications:
Merrill Lynch/Bank of America April 2009 - Present
Bank of America April 2000 - Present
Skills
Private Banking, Mortgage Lending, Loans, Credit, Banking, Relationship Management, Mortgage Banking, Cash Management, Consumer Lending, Commercial Lending, Wealth Management, Commercial Banking, Credit Analysis, Loan Origination, Lines Of Credit, Retail Banking, Residential Mortgages, High Net Worth..., Small Business Lending, Credit Cards, Financial Services, Series 7
Education
State University of New York College at Oswego 1993 — 1995
BA, Communications
Bank of America / Merrill Lynch November 2011 - Present
Merrill Lynch/Bank of America January 2010 - October 2011
Merrill Lynch October 2007 - December 2009
Aon September 2002 - October 2007
Education
Holy Family University 1997 — 2002
Bachelors, Criminal Justice
DeSales University 1997 — 1999
Criminal Justice
St. Hubert High School 1993 — 1997
Liberal Arts
Marketing Enablement December 2004 - Present
Merrill Lynch/Bank of America October 2003 - December 2004
InvestorForce a Subsidiary of MSCI January 2002 - September 2003
AIG, Inc March 1998 - December 2001
A.E. Inc. 1996 - 1998
The Franklin Mint 1994 - 1996
Chilled-To-Go 1990 - 1994
Campbell Soup Company 1986 - 1990
Skills
Marketing Strategy, Digital Strategy, Product Management, Analytics, Innovation, Government, Change Management, Management, Strategy, Technology Management, Leadership, Direct Marketing, Product Marketing, E-commerce
Education
University of Pennsylvania 1993 — 1996
MS, Organizational Dynamics
Widener University 1987 — 1990
MBA, Marketing
New Jersey Institute of Technology 1982 — 1986
BS, Engineering Technology
CVS Health February 2014 - Present
Staples January 2013 - February 2014
Sallie Mae / Upromise April 2012 - January 2013
Merrill Lynch/Bank of America August 1997 - April 2012
Merrill Lynch/Bank of America January 2009 - August 2011
Skills
Business Strategy, Project Planning, Project Implementation, Online Sales, User Experience, Product Management, E-commerce, Six Sigma, Cross-functional Team..., Relationship Management, User Interface Design, Strategy, Vendor Management, Marketing, Program Management, Investments, Leadership, Sales, Banking, Digital Strategy, Management, Financial Services, Analytics, Process Improvement, Project Portfolio..., Business Analysis, Strategic Planning, Mobile Devices
Education
Saint Joseph's University
B.S., Marketing
Star Homes June 2011 - Present
PATS Scholarship Foundation January 2004 - Present
Merrill Lynch/Bank of America 2004 - June 2011
Skills
Wealth Management, Portfolio Management, Equities, Risk Management, Financial Analysis, Credit, Strategic Financial..., Banking, Investments, Asset Management, Loans, Fixed Income, Series 7, Asset Managment, Financial Modeling, Securities, Non-profit Program..., Non-profit Boards, Non-profit Fund..., Real Estate Marketing, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Real Estate Development, Financial Planning, Strategic Planning, Process Improvement
Education
University of Florida 2012 — 2016
Master in Business Administration and Juris Doctorate, Master's in Business Administration
University of Central Florida 2000 — 2004
Bachelor of Science Degree in Business Administration, Marketing and Finance
Deutsche Bank December 2011 - Present
Merrill Lynch/Bank of America 2006 - November 2011
Merrill Lynch November 2007 - December 2010
Merrill Lynch July 2006 - December 2007
Greenwich Academy of Music and Drama January 2005 - July 2006
Skills
Exchange Connectivity, Trading Systems, Market Data, Electronic Trading, Low Latency, Equities, Investment Banking, Reference Data, Equity Trading, TIBCO Rendezvous
Education
Imperial College London 2003 — 2006
BEng, Computing
Blackheath High School 1996 — 2003
AIG August 2012 - Present
Merrill Lynch/Bank of America 2000 - 2012
Greenwich Time 1998 - 2000
Skills
Communications writing,..., Internal Communications, Corporate Communications, Copy Editing, Copywriting, Web Content Management, Editing, Newsletters, Financial Services, Project Management, Event Planning, Research, Messaging, Event Management, Thought Leadership, Press Releases, Crisis Communications, Public Relations, Media Relations, Strategic Communications, Speech Writing, Marketing Communications, Communication Training, Content Development
Education
Columbia University - Graduate School of Journalism 1997 — 1999
Masters of Science, Journalism
Brooklyn College 1986 — 1996
Bachelor of Arts (BA), Literature/journalism
Flaharty Asset Management August 2011 - Present
Wells Fargo Advisors January 2008 - August 2011
Merrill Lynch/Bank of America January 1998 - January 2008
Skills
Asset Protection, Asset Allocation, Series 7, Estate Planning, Series 63, Financial Advisory, ETFs, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Asset Management, Finance, Securities, Series 65, Wealth Management
Education
University of Colorado at Boulder 1991 — 1996
Merrill Lynch/Bank of America 2006 - 2009
Merrill Lynch Investment Managers - Large Cap Value Team 1999 - 2006
Skills
Series 7, Securities, Series 63, Equities, FINRA, Retirement Planning, Fixed Income, Relationship Management, Asset Allocation, Retirement, Mortgage Lending, Private Banking, Strategic Financial..., Financial Advisory
Education
The College of New Jersey
Bachelor of Arts, Communications
Merrill Lynch/Bank of America September 2009 - Present
Achieve3000 2007 - October 2009
M5 Networks 2006 - 2007
XpertUniverse 2001 - 2006
SystemsLink 2000 - 2001
AT&T 1995 - 2000
Federal Reserve Bank of New York 1989 - 1995
Skills
Vendor Management, SDLC, SaaS, Agile Methodologies, Business Intelligence, CRM, ITIL, VoIP, Strategic Planning, IT Management, Start-ups, Software Development, Cloud Computing, Software Project..., Testing, Integration, Strategy, Microsoft SQL Server, Management, Salesforce.com, Enterprise Software, Data Warehousing, Leadership, ERP, Outsourcing, Networking, IT Strategy, Enterprise Architecture, Disaster Recovery
Education
Stevens Institute of Technology 1991 — 1994
MS, Technology Management
New York University - Polytechnic School of Engineering 1981 — 1985
BS, EE/CS
AIG March 2011 - July 2015
New York Life Insurance Company July 2009 - March 2011
Merrill Lynch/Bank of America April 2007 - May 2009
Merrill Lynch April 2003 - April 2007
Merrill Lynch 1997 - 2003
Paine Webber 1994 - 1996
Skills
Leadership, Outsourcing, Cross-functional..., Vendor Management, Risk Management, Management, Process Improvement, Procurement, Negotiation, Strategic Sourcing, Strategy, Supply Management, Strategic Planning, Contract Negotiation, Business Strategy, Sourcing, Program Management, Business Process..., Team Building, Finance, Contract Management, Financial Services, Six Sigma, Global Sourcing, Change Management, Cross-functional Team..., Business Analysis, Analysis, Telecommunications, Training, Data Center, Financial Analysis, IT Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Management Consulting, Relationship Management, Project Portfolio..., Business Transformation, Sales, PMO, SDLC, Professional Services, CRM, Operations Management, Governance, Business Process
Education
Cornell University
BS, Economics, Labor Relations
Maurice A. Deane School of Law at Hofstra University
JD
Medical 2012 - January 2014
Merrill Lynch/Bank of America January 2011 - May 2012
Lendia, Inc March 2005 - September 2007
DFC Lending April 2004 - March 2006
Mortgage Advocates, Inc May 2002 - October 2004
Skills
Mortgage Lending, Loans, Sales Management, Management, Sales, Customer Service, Investment Management, Refinance, Portfolio Management, Client Services, Microsoft Office, Outlook, Microsoft Excel, Customer Retention, Sales Process, Closing Abilities, Lead Generation, Leadership
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Communications
Florida Blue July 2013 - Present
Edward Waters College August 2006 - Present
Merrill Lynch/Bank of America June 2013 - July 2013
US Preventive Medicine 2013 - 2013
Wells Fargo Home Mortgage 2011 - 2013
Citibank December 2006 - April 2011
University of Phoenix December 2005 - January 2009
Convergys March 1983 - July 2006
NCS Pearson March 2004 - April 2005
Northside Center of the Arts February 1998 - June 2003
Skills
Employee Benefits, Accounts Payable, Recruiting, Leadership, Human Resources, Management, Call Centers, Leadership Development, Coaching, Organizational..., Training, Team Building, Strategic Planning, Employee Relations, Customer Service, Performance Management, Change Management, Policy, Employee Training, Interviews, Analysis
Education
University of Phoenix 2000 — 2002
Master of Business Administration (MBA)
Nova Southeastern University 1993 — 1995
Bachelor of Science (BS), Business Professional Management
Florida Junior College 1980 — 1984
Associate of Arts (A.A.), Business
Capital One August 2013 - Present
Capital One March 2010 - Present
Merrill Lynch/Bank of America January 2009 - March 2010
Merrill Lynch 1998 - 2009
ASI Solutions Inc June 1997 - June 1998
Skills
Organizational..., People Development, HR Consulting, Strategic Influence, Relationship Building, Training Delivery, Training & Development, Human Resources, Compensation Strategies, Recruiting, Employee Relations, Employee Engagement, Stakeholder Management, Program Development, College Recruiting, Leadership Mentoring, Coaching & Mentoring, Change Management, Commercial Banking, Management, Performance Management, Onboarding, Personnel Management, Retail Banking, Succession Planning, Talent Management
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Masters, Industrial Organizational Psychology
Ohio University 1992 — 1996
BA, Psychology
Merrill Lynch/Bank of America 2012 - Present
Merrill Lynch 2010 - 2011
Independent 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Annuities, IRA's, 401k, Estate Planning, Charitable Giving, Options, Financial Analysis, Financial Planning, Financial Modeling, Risk Management, Compliance, Finance, Series 7, Strategic Financial..., Securities, Fixed Annuities, IRAs, Charities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
BS
Merrill Lynch/Bank of America February 2012 - Present
Merrill Lynch July 2004 - February 2012
Merrill Lynch November 2002 - July 2004
Ruig Capital Management January 1998 - August 2000
J.P. Morgan June 1995 - January 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Private Banking, Derivatives, Interest Rate..., Loans, Finance
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
The Hong Kong University of Science and Technology 2001 — 2001
Exchange, Finance
University of Southern California - Marshall School of Business 1991 — 1995
B.S., Business
Merrill Lynch/Bank of America October 2010 - Present
Merrill Lynch 2010 - Present
The Leukemia & Lymphoma Society 2012 - Present
New Orleans Chamber of Commerce September 2011 - Present
Louisiana SPCA May 2011 - May 2015
Merrill Lynch/Bank of America January 2006 - October 2010
Merrill Lynch/Bank of America January 2004 - December 2005
Merrill Lynch/Bank of America January 2000 - December 2003
Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Asset Management, Retirement, Series 7, Financial Services, Fundraising, Loans, Asset Managment, Management, Philanthropy, 401k, Emerging Markets, Capital, Income, Municipal Bonds, Long Term Care Insurance, Retirement Income, Financial Planning, Leadership, Finance
Education
University of Georgia - Terry College of Business 2006 — 2009
BBA, Finance
Georgia Perimeter College
Associate, Business Administration
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch November 2011 - August 2014
Merrill Lynch/Bank of America September 2008 - November 2011
Merrill Lynch May 2008 - March 2009
Merrill Lynch May 2005 - September 2008
Skills
Leadership, Management, Wealth Management, Training, Organizational..., Talent Management, Change Management, Leadership Development, Strategy, Performance Management, Financial Services, Risk Management, Organizational..., Employee Engagement, Succession Planning, Budgets, Series 7, Onboarding, Strategic Planning, 360 Feedback, CRM, Investments, Talent Development, Budgeting, Business Strategy, New Business Development, Business Development, Small Business..., Client Services, Relationship Building, Client Rapport
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Bachelor, Hospitality
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
ThyssenKrupp Elevator Americas April 2015 - Present
Merrill Lynch/Bank of America January 2010 - March 2012
Office of the Public Defender, NJ/Law Guardian Division March 2009 - September 2009
MDCI Motors Drives & Controls, Inc May 2007 - February 2008
Skills
Typing, Microsoft Office, Legacy Systems, AS400 system, Customer Service, Citrix, ISO 9001:2000, Internal Audit, Accounts Payable, Banking, Financial Analysis, Microsoft Word, Finance, Microsoft Excel, Team Leadership
Education
Holy Family University 2001 — 2005
Bachelor of Arts, Criminal Justice
ICAP September 2013 - Present
Mister East September 2012 - Present
Party Time Entertainment LLC May 2009 - Present
Music Express May 2005 - November 2013
Merrill Lynch/Bank of America July 2008 - December 2011
Texas Road Pharmacy June 2007 - July 2008
Skills
Settlement, Trading, Account Reconciliation, Bonds, Management, Funding, Accounting, Fixed Income, ETFs, Securities, Hedge Funds, Bloomberg Terminal, Financial Services, Back Office, Bloomberg, Microsoft Office, Wedding DJ, Sales
Education
Middlesex County College 2006 — 2008
Business Administration and Management, General
CIT April 2015 - Present
Merrill Lynch/Bank of America February 2001 - April 2015
Loeb & Loeb LLP September 1993 - February 2001
Skills
Credit, Banking, Derivatives, Credit Analysis, Private Banking, High Net Worth..., Relationship Management, Wealth Management, Loans, Securities, Hedge Funds, Financial Structuring, Capital Markets
Education
Drake University Law School
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Loyola Law School, Loyola Marymount University
University of Arizona
Bachelor of Arts (B.A.)
Facilitec, Inc. 2010 - Present
Merrill Lynch/Bank of America 2008 - 2010
CBG Consulting 2002 - 2008
Dornier MedTech 1991 - 2002
GE Healthcare December 1988 - 1990
Skills
Business Development, Leadership, Strategic Planning, Contract Negotiation, Sales, New Business Development, Management, Account Management, Project Management, Marketing, Sales Process, Sales Operations, Strategy, Executive Management, Healthcare, Team Building, Business Strategy, Strategic Partnerships, Asset Management, Finance, Lead Generation, Business Planning, CRM, Facilities Management, Selling, Fundraising, Team Leadership, Management Consulting, Entrepreneurship, Start-ups, Solution Selling, Salesforce.com, P&L Management, Business Relationship..., Consulting, Time Management, Cross-functional Team..., Market Analysis, B2B, SaaS, Market Research, Sales Presentations, Proposal Writing, Asset Managment, Microsoft Office, Sales Cycle Management, Customer Service
Education
Shorter University 1998 — 2002
BA, Business Administration
Southern Polytechnic State University 1982 — 1984
AS, Architectural Engineering
South Coast Investment Advisors September 2009 - Present
TGC Management LLC November 2011 - August 2014
Merrill Lynch/Bank of America April 2004 - August 2009
Consultant July 2003 - March 2004
Big Dog Holdings(The Walking Company Holdings, LLC) July 2000 - June 2003
Skills
Microsoft Office, e-money aggregate..., Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
University of California, Santa Barbara
BA
Merrill Lynch/Bank of America November 2012 - Present
J.P. Morgan Securities November 2011 - November 2012
JPMorgan Chase August 2010 - November 2011
Primerica Financial Services September 2005 - August 2010
Skills
Team Leadership, Management, Public Speaking, Winning Others Over
Education
Wharton County Junior College 2005 — 2006
General Studies
San Diego Mesa College 2002 — 2004
General Studies
Merrill Lynch/Bank of America September 2013 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch August 2010 - April 2011
Merrill Lynch July 2008 - August 2010
Skills
Investments, Equities, Customer Service, Financial Services, Microsoft Office, Risk Management
Education
Delaware Valley College 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Mercer County Community College
Merrill Lynch/Bank of America July 2010 - Present
Fidelity Investments August 2005 - March 2010
Harvard Extension School January 2007 - February 2010
Citizens Bank October 2004 - June 2005
PFPC Global Funds January 2000 - January 2004
Citibank S.A June 1997 - December 1999
Boavista Bank April 1996 - June 1997
Citibank S.A August 1990 - November 1995
Docenave - Vale January 1989 - January 1990
Astel January 1988 - January 1989
Skills
English, Portuguese, Spanish, Strategic Planning, Business Analysis, SDLC, Program Management, Project Management, Management, Information Technology, Testing, Agile Methodologies, Software Project..., Software Documentation, Requirements Gathering, Requirements Analysis, PMP, Enterprise Software, Leadership, PMO, Enterprise Architecture, ERP, Cross-functional Team..., Vendor Management, Business Intelligence, IT Strategy, Business Development, Agile Project Management, Process Improvement, Project Portfolio..., Integration, IT Management, Business Process..., Software Development, Business Process, ITIL, SharePoint, CRM, Data Center, Data Warehousing, MS Project, Visio
Education
ESI International 2011 — 2015
Master’s Degree, Master's Certificate in Project Management, Information Technology
ESI International 2011 — 2013
Associate's Certificate in Project Management, Information Technology
Harvard University
M.S, IMS
Fundação Getúlio Vargas 1999 — 1999
M.S, Marketing
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1992
Certificate, Computer Systems
Universidade Cândido Mendes 1986 — 1990
B.S, Law
IBPI - Instituto Brasileiro de Pesquisa em Informática 1986 — 1987
Certificate, Computer Science
New England Yacht Partners July 2013 - Present
Eastern Yacht Sales May 2011 - June 2013
Merrill Lynch/Bank of America March 1993 - May 2009
Skills
Sailing, Boating, Yachting, Boat, Maritime
Education
Connecticut College
Bachelor of Arts (B.A.), Psychology
Denison University
Marchon Eyewear April 2012 - Present
Merrill Lynch/Bank of America December 1989 - August 2011
Merrill Lynch/Bank of America March 2009 - July 2011
Merrill Lynch/Bank of America January 2005 - March 2009
Merrill Lynch/Bank of America February 2001 - June 2005
Merrill Lynch/Bank of America January 1995 - February 2001
Merrill Lynch/Bank of America August 1994 - November 1995
Merrill Lynch/Bank of America January 1993 - August 1994
Merrill Lynch/Bank of America January 1990 - March 1993
Merrill Lynch/Bank of America January 1989 - October 1990
Skills
Mergers, Change Management, Performance Management, Vendor Management, Process Improvement, Strategic Planning, Compensation, Program Management, Employee Engagement, HR Policies, Oracle HR, Global HR, Human Resources, Deferred Compensation, Management, HRIS, Training, Leadership, CRM, Budgets, Organizational..., Talent Management, Payroll, Employee Benefits, Mergers & Acquisitions, Access, Project Planning, Project Management, Employee Relations, Analysis
Education
Nichols College 1985 — 1989
BS, Business Administration
UBS Wealth Management July 2012 - Present
Merrill Lynch/Bank of America February 2002 - July 2009
Goldman Sachs July 2001 - February 2002
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Manchester Business School
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers August 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch/Bank of America 1993 - 2011
Walsh Financial Consultants 1992 - 1993
Education
University of Central Florida 1986 — 1990
Bachelor of Science (BS), BA, Finance
MemStaff / SolarStaff March 2014 - July 2015
Edward Bell Associates August 2013 - March 2014
Merrill Lynch/Bank Of America August 2011 - July 2013
Silicon Valley University (Part Time) 2009 - January 2012
Morgan Stanley Smith Barney February 2010 - June 2011
Edward Bell Associates August 1986 - February 2010
Robert Grant Associates Executive Search Consultants 1983 - 1985
Sierra Capital Company 1981 - 1983
The Robert McNeil Corporation 1978 - 1981
Skills
Mergers, Accounting, Project Management, Accounts Payable, Finance, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, New Business Development, Auditing, Financial Analysis, Tax, Recruiting, Start-ups, Real Estate, Accounts Receivable, Financial Modeling, Business Planning, Strategic Financial..., Due Diligence, Corporate Finance, Managerial Finance, Valuation, Management Consulting, Financial Reporting, Forecasting, Management, Financial Services, Strategic Planning, Consulting, Executive Search, Leadership, Human Resources
Education
University of California at Berkeley 1974 — 1975
Master of Business Administration (M.B.A.), Accounting
University of California, Berkeley 1970 — 1974
Bachelor's Degree, Accounting Finance
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
Merrill Lynch/Bank of America November 2008 - Present
Merrill Lynch June 2003 - November 2008
Merrill Lynch January 2000 - June 2003
Merrill Lynch July 1994 - July 1997
Skills
Debt, Private Equity, Investor Relations, Mergers, Alternative Investments, Divestitures, Merger integration, Change Management, Relationship mgmt
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of California, Berkeley 1990 — 1994
Economics
Iconsoft Consulting Group, Inc March 2000 - Present
Merrill Lynch/Bank of America March 2001 - September 2007
Computer Horizons April 1995 - December 2000
Education
South Dakota State University 1992 — 1994
MS, Engineering
National Institute of Technology Karnataka 1989 — 1991
M.Tech in Civil Engineering
Malnad College of Engineering 1983 — 1987
B.E in Civil Engineering
G Cubed Consulting, Inc March 2009 - Present
Aflac December 2011 - May 2012
The Home Depot March 2011 - July 2011
JPMorgan Chase July 2010 - December 2010
Merrill Lynch/Bank of America May 2009 - November 2009
Avaya December 2005 - October 2009
Sprint, LTD February 2000 - May 2004
Skills
Program Management, Quality Assurance, Business Intelligence, Project Planning, Requirements Analysis, Integration, Business Process..., IT Strategy, IVR, Analysis, Stakeholder Management, Product Management, Team Management, Risk Management, Business Process, System Deployment, Operations Management, SQL, Contact Centers
Education
University of Tampa - John H. Sykes College of Business 2004 — 2005
Graduate, Master's Business Administration
Remington College-Tampa Campus 2000 — 2004
Bachelor's degree, Operations Management and Supervision
Platts March 2011 - Present
Merrill Lynch/Bank of America October 2006 - July 2010
Harris Interactive (Total Research Corp.) 1997 - 2006
Goldhaber Research Associates 1995 - 1997
Skills
Data Analysis, Analytics, SAS, CRM, SPSS, Siebel, Access, Data Management, Business Intelligence, Microsoft Excel, Analysis, Cognos, Microsoft SQL Server, Visio, Business Analysis, Data Visualization, Hyperion Reports, Tableau, SQL, SharePoint, Segmentation, Vendor Management, Oracle CRM, Business Process..., Marketing Research, Forecasting, Salesforce.com, Data Mining, Process Improvement, Business Process, Business Objects, SDLC, Market Analysis, Data Warehousing, Requirements Gathering, Market Research, Oracle CRM OnDemand, MS SQL, CATPAC, Reporting, Business Intelligence..., SaaS, Data Science, Predictive Analytics, Neural Networks, Kanban, Agile Methodologies, Project Management
Education
The George Washington University
University at Buffalo
DMEC Enterprises, Inc. 2000 - Present
Merrill Lynch/Bank of America June 2011 - August 2011
JP Morgan Chase January 2005 - December 2010
DMEC Enterprises, Inc. December 2003 - December 2004
Educational Testing Service (ETS) October 2003 - December 2003
Crenshaw Travel / CEKA Associates July 2000 - October 2003
AT&T 1988 - 2000
AT&T 1994 - 1999
McNeil Consumer & Specialty Pharmaceuticals 1985 - 1988
Weston Solutions, Inc. 1985 - 1986
Education
Lehigh University 1997 — 1998
Executive MBA, Competitive Advantage
Saint John's University 1996 — 1997
Executive MBA, General Management
The George Washington University 1994 — 1995
MS Certificate, Project Management
Drexel University 1984 — 1989
BS, Information Systems Analysis & Development
Mizuho Securities USA Inc. August 2011 - Present
Jefferies & Company August 2009 - August 2011
Merrill Lynch/Bank of America August 1998 - April 2009
Citicorp February 1993 - July 1998
Deloitte September 1988 - January 1993
Skills
Investments, Portfolio Management, Fixed Income
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Masters of Management, Finance and Marketing
Northern Illinois University 1984 — 1988
B.S., Accountancy
UBS June 2012 - Present
Merrill Lynch October 1985 - June 2012
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch/Bank of America 2009 - June 2011
Bank of America/Merrill Lynch 2008 - 2010
Skills
Business Analysis, Employee Benefits, Project Management, PeopleSoft, Performance Management, Leadership, Change Management, Insurance, Coaching, SDLC, Vendor Management, Oracle, Onboarding, Talent Management, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions, Outsourcing, Personnel Management, Management, Management Consulting, Organizational Design, HRIS
Education
Iona College 1978 — 1984
Liberty Mutual Insurance July 2013 - Present
Building Impact September 2011 - June 2013
bank of america October 2008 - December 2010
Merrill Lynch/Bank of America 2008 - December 2010
Bank of America November 2006 - October 2008
Bank of America October 2004 - December 2005
Skills
Strategic Planning, Program Management, Relationship Management, Financial Services, Banking, Change Management, Business Development, Strategy, Business Transformation, Leadership, Management, Cross-functional Team..., Risk Management, Portfolio Management, E-commerce, Budgets, Enterprise Software, Project Management, Marketing, Executive Management, Coaching, Team Management, Six Sigma, Vendor Management, Product Development, Investments, Integration, Analysis, Analytics, Business Analysis, Business Process..., Business Strategy, CRM, Competitive Analysis, Entrepreneurship, Human Resources, Mergers & Acquisitions, New Business Development, P&L Management, Process Improvement, Product Management, Sales, Start-ups, Strategic Partnerships, Team Building
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
University of Massachusetts, Amherst 1986 — 1990
BA, Japanese and Economics
Merrill Lynch/Bank of America January 2002 - Present
Education
Arizona State University 1998 — 2002
IBM September 2015 - Present
Bank of America March 2013 - September 2015
CIT November 2011 - March 2013
Merrill Lynch/Bank of America 2010 - 2011
Rosetta September 2009 - February 2010
HESAA/Higher Education Student Authority August 2009 - September 2009
Stifel Nicolaus December 2003 - May 2008
Ryan Beck & Co. 2003 - 2008
Skills
Data Warehousing, Microsoft SQL Server, SQL, ETL Tools, DataStage, Business Intelligence
Education
Rutgers University-New Brunswick 2009 — 2010
BS, computer Science
New Jersey City University 2005 — 2009
Computer Science
Dartmouth College 1993 — 1995
Political Science
Chubb Institute
Associate, Web Development
Merrill Lynch/Bank of America June 2010 - Present
ING February 2010 - June 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch Investment Managers 1994 - 1998
PNC Bank 1993 - 1994
Drinker Biddle & Reath LLP 1990 - 1993
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and History
Bank of America/Merrill Edge March 2014 - Present
Merrill Lynch/Bank of America 1999 - Present
Merrill Lynch/Bank of America 1999 - Present
Education
University of Southern California 2001 — 2003
Morgan Stanley June 2012 - Present
Merrill Lynch/Bank Of America April 2007 - May 2012
Citigroup January 1995 - April 2007
Skills
Fixed Income, Corporate Finance, Portfolio Management, Risk Management, Credit, Credit Analysis, Derivatives, Financial Services, Wealth Management, Investments, Series 7, Investment Banking, Capital Markets, Financial Markets, Banking, Financial Modeling, Alternative Investments, Basel II, Equities, Asset Management, Credit Risk, Private Equity, Financial Risk, Structured Finance, Hedge Funds, FX Options, Private Banking, Securities, Financial Structuring
Education
Fordham Gabelli School of Business
MBA, Banking & Finance with International Business Desingation
Villanova University
BS, Business Administration with Finance Concentration
NASDAQ OMX April 2013 - Present
Goldman Sachs October 2011 - January 2013
Deutsche Bank May 2010 - July 2011
Merrill Lynch/Bank of America December 2007 - April 2010
UBS Investment Bank August 2007 - November 2007
Investors Bank & Trust May 2006 - May 2007
Ticketmaster August 2004 - April 2006
Skills
HRIS, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Interviews, New Hire Orientations, Payroll, Talent Management, Personnel Management, HR Policies, M&A experience, International..., Immigration Policy, Corporate Relocation, Headcount Reporting, FLSA, Business Objects, Oracle E-Business Suite, Microsoft Excel, Employment Law, Applicant Tracking..., Policy, Succession Planning, PeopleSoft, College Recruiting, Workforce Planning
Education
Brandeis University 1999 — 2003
BA, Psychology & History
Bank of America April 2015 - Present
Bank of America April 2013 - Present
Reval SDR August 2012 - November 2012
Bank of America Merrill Lynch March 2011 - August 2012
Merrill Lynch/Bank of America September 2008 - April 2011
Carlyle Capital Corporation January 2008 - April 2008
Carlyle Capital Corporation July 2006 - January 2008
Merrill Lynch Bank January 2000 - January 2006
Citigroup 1978 - 1999
Skills
Derivatives, Trading Systems, Capital Markets, Market Data, FX Options, Interest Rate..., Fixed Income, Investment Banking, Equities, SDLC, Business Analysis, Risk Management, Financial Services
Education
University of Cincinnati
Citi March 2012 - Present
WorldVentures March 2008 - Present
Merrill Lynch/Bank of America 1995 - November 2011
Citi January 1984 - July 1987
Skills
Business Analysis, Entrepreneurship, Fixed Income, Leadership, Risk Management, SDLC, Team Building, Vendor Management, Program Management, Financial Services, Management, Portfolio Management, Process Improvement, Software Project..., Strategic Planning
Education
University of Miami 1974 — 1978
B. Ed, Education
Merrill Lynch/Bank of America March 2006 - Present
Lehman Brothers December 1996 - February 2006
Education
City University of New York-Hunter College
BA, Economics
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers January 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
Piedmont Angel Network August 2014 - Present
Old North State CFO, Inc. January 2013 - Present
SnowCap Partners, LLC August 2013 - Present
Old North State Trust, LLC December 2011 - July 2014
Old North State Ins. Co. June 2012 - January 2013
Collared Greens, Inc July 2011 - June 2012
Merrill Lynch/Bank of America June 2005 - December 2011
Skills
Investments, Asset Management, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Services, Financial Analysis, Series 7, Portfolio Management, Entrepreneurship, Strategy, Private Equity, Wealth Management, Financial Modeling, Valuation, Financial Planning, Asset Managment, Estate Planning, Corporate Finance, Financial Reporting, Accounting, Alternative Investments, Cash Flow, Investment Strategies, Securities, Investment Management, Hedge Funds, Retirement, Financial Markets, Banking, Investment Advisory, Wealth Management..., Financial Accounting, Internal Controls, Creative Financing, Controllership Functions, Risk Management, Part-Time CFO Services, Part Time CFO, QuickBooks, Microsoft Excel, Managerial Finance, Entrepreneurial Finance, Entrepreneurial..., Start-ups, Venture Capital
Education
Wake Forest University 2010 — 2012
Master of Business Administration (MBA), Finance
Hampden-Sydney College 2001 — 2005
BA, Economics and Commerce
London School of Economics and Political Science
The McCallie School Chattanooga, TN 1998 — 2001
Merrill Lynch Global wealth Management/ BofA October 2006 - Present
Merrill Lynch/Bank of America 2005 - Present
Morgan Stanley November 2001 - October 2006
Donaldson, Lufkin & Jenrette September 1999 - November 2001
Smith Barney March 1992 - September 1999
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Asset Allocation, Fixed Income, Series 63, Portfolio Management, Alternative Investments, Investment Strategies, Asset Managment, Financial Modeling, Securities, Financial Advisory, Retirement, Strategic Financial..., Investment Banking
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Villanova University
Merrill Lynch/Bank of America 2010 - Present
Merrill Lynch April 1991 - Present
Merrill Lynch January 2003 - February 2005
Education
Mercer County Community College
business management
Bank of America December 2012 - Present
Merrill Lynch/Bank of America 2012 - Present
BofA November 2002 - November 2012
Skills
Banking, Risk Management, Credit, Portfolio Management, Fixed Income, Business Analysis, Capital Markets, SDLC, Investment Banking, Investments, IT Strategy, Project Management
Education
National Central University
Bachelor of Arts (B.A.), English Language and Literature, General
New York University Continuation - Computer Programming
Computer Programming, Vendor/Product Certification
Morgan Stanley April 2011 - Present
ActionLink May 2005 - July 2014
Merrill Lynch/Bank of America November 2006 - March 2011
Merrill Lynch August 2006 - November 2006
Merrill Lynch November 2004 - August 2006
Morgan Stanley June 2004 - November 2004
Merrill Lynch May 2002 - November 2004
DPE Consulting LLC September 2003 - December 2003
Mercer County Community College February 2001 - October 2001
Skills
Testing, Quality Assurance, Test Planning, SharePoint, Visio, User Acceptance Testing, Quality Center, Access, MS Project, Six Sigma, Project Management, HTML, Analysis, Software Documentation, Troubleshooting, Requirements Analysis, Requirements Gathering, Management, Database Design, Microsoft Office, Visual Basic, Training, SDLC, HP Quality Center, Microsoft Project, Business Analysis, Databases
Education
New Jersey Institute of Technology 2006 — 2007
Masters in Science, Information System
New Jersey Institute of Technology 2002 — 2004
Bachelors in Science, Computer Science & Applied Mathematics
Merrill Lynch/Bank of America 2009 - Present
Merrill Lynch January 1992 - Present
Citibank January 1986 - December 1991
Westvaco January 1984 - December 1985
Education
Saint John's University 1982 — 1985
MBA, Quantitative Analysis
Queens College 1975 — 1979
BA, Accounting
Merrill Lynch/Bank of America March 2009 - Present
Merrill Edge/Bank of America November 2008 - June 2012
John Hancock February 2008 - October 2008
John Hancock October 2006 - February 2008
Pioneer Investments 2002 - 2005
Skills
Financial Advisory, Retirement
Education
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management
Baxter Healthcare Corporation September 2012 - Present
Merrill Lynch/Bank of America May 2011 - December 2012
Education
City University of New York
Healthvision, TX - Certified Cloverleaf Analyst I
Vendor supplied training in Microsoft SSIS 2005 and SSRS 2005
Merrill Lynch/Bank of America October 2012 - June 2014
Merrill Lynch/Bank of America November 2010 - October 2012
Merrill Lynch/Bank of America July 2009 - November 2010
Merrill Lynch/Bank of America October 2008 - July 2009
Merrill Lynch Human Resources February 2006 - October 2008
Skills
Risk Management, Banking, Management, Employee Relations, Leadership, Human Resources, Financial Risk, Microsoft Excel, Microsoft Office, Series 7, Series 63, Sales, Process Improvement, Leadership and..., Experience with..., Facilitating and..., Certified Green Belt, Six Sigma, Wealth Management, Financial Services, Project Management, Employee Benefits, Customer Service
Education
Penn State University 2000 — 2004
BA, Communications
Collections Marketing Center (CMC) 2009 - Present
Bank of America, New York January 2009 - November 2009
Merrill Lynch/Bank of America 2005 - 2009
Advanced Testing Technologies Inc, New York September 2002 - December 2005
Integrated Computing Solutions New York May 2002 - August 2002
US Technology Resources LLC June 2000 - May 2002
UST Global 2000 - 2002
Merrill Lynch January 1996 - December 1998
Skills
SDLC, Agile Methodologies, SQL, Java Enterprise Edition, Web Services, Spring, Java, Databases, Hibernate, Project Management, Linux, MySQL, PL/SQL, MS Project, Software Development, Eclipse, XML, Oracle, SOA, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
MBA, Finance
University of Kerala 1996 — 2000
Bachelor of Technology, Electrical & Electronics Engineering
St. Thomas Central School 1991 — 1996
High School, Science
Private Teacher January 2008 - Present
Merrill Lynch/Bank of America January 2005 - Present
Languages Out There Ltd 2009 - 2011
The Literacy Center October 2007 - July 2009
Energy Company of Pernambuco - Brazil CELPE January 1989 - November 2003
Skills
ESL, Curriculum Design, Instructional Design, Teaching, Training, E-Learning, Brazilian Portuguese, Adult Education, Adult Learning..., Teaching Adults, Adult Literacy, Older Adults, Handicraft, Handbags, Distance Learning, Organizational Learning
Education
Educational Credential Evaluators, Inc (ECE) 2010 — 2010
Bachelor Equivalency, Education
University of Phoenix 2007 — 2009
Masters of Arts, Education
Federal University of Pernambuco (UFPE) 1986 — 1994
Bachelor of Education, English
Morgan Stanley Bank, N.A. May 2010 - Present
Merrill Lynch/Bank of America August 2006 - May 2010
Morgan Stanley February 1993 - August 2006
Skills
Bank Secrecy Act, AML, Compliance, USA PATRIOT Act, KYC, Anti Money Laundering, Operational Risk, Securities, Surveillance, Certified Anti-Money..., FINRA, Financial Services, OFAC, Financial Risk
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Management
Merrill Lynch/Bank of America June 1991 - Present
Fidelity Investments May 1984 - May 1991
Education
Framingham State University 1978 — 1983
B.A, Spanish, Economics
Framingham State University 1978 — 1983
B.A, Spanish, Economics
Merrill Lynch September 2010 - Present
MERRILL LYNCH/BANK OF AMERICA March 2002 - May 2011
MERRILL LYNCH/BANK OF AMERICA May 1996 - March 2002
Education
Colorado State University
Certificate, Project Management
University of Phoenix
Bachelor's of Science Degree, Business Management
Webster University
Master's Degree, Business Administration
Citizens Bank August 2010 - Present
Merrill Lynch/Bank of America November 2009 - February 2010
LSI, Lender Processing Services March 2009 - August 2009
PNC Financial Services Group November 1998 - December 2008
International Management Group May 2000 - August 2000
Camp Nazareth June 1989 - August 1999
Bally's Total Fitness Health Club October 1994 - November 1998
Education
Robert Morris University 1996 — 2001
Master, Business Administration; Sports Management
University of Pittsburgh 1988 — 1994
Bachelor of Arts, Finance
Merrill Lynch/Bank of America Chief Trust OfficerMerrill Lynch Trust Company1999 - 2010
PaineWebber 1994 - 1999
Merrill Lynch/Merrill Lynch Trust Company 1987 - 1994
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Merrill Lynch June 2013 - Present
Merrill Lynch/Bank of America April 2010 - June 2013
Bank of America April 2008 - April 2010
Bank of America August 2005 - April 2008
Bank of America March 2006 - March 2008
Skills
Associate Development, Coaching, Banking, Call Centers, Credit Cards, Customer Service, Data Analysis, Insurance, Investments, Management, Loans, Mortgage Lending, Performance Improvement
Education
University of North Florida 2005 — 2009
BA, English/Philosophy
Merrill Lynch/Bank of America May 2013 - Present
Tyco Corporate December 2012 - April 2013
Prudential Financial December 2011 - November 2012
Bank of America Merrill lynch April 2011 - December 2011
The Children's Hospital of Philadelphia April 2009 - April 2011
Merrill Lynch January 2008 - January 2009
Educational Testing Service (ETS) September 2001 - December 2007
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Agile
Education
University of Missouri-Kansas City 1998 — 2000
MBA, Information Systems
University of Missouri-Kansas City 1996 — 1998
MS, Computer Science Telecom Networking
Thiagarajar College of Engineering 1991 — 1995
BE, Electronics and Telecommunications
V&Y Services Inc. April 2012 - July 2013
R&J Capital Group, LLC August 2010 - December 2011
Platinum Health Club September 2007 - June 2010
UBS Financial Services Inc. January 2009 - May 2009
Merrill Lynch/Bank of America September 2008 - December 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Auditing, Accounts Payable, Accounts Receivable, Internal Controls, Finance, •Microsoft Word,..., General Ledger
Education
Queens College 2011 — 2013
Master's degree, Science of Accounting
Queens College 2006 — 2011
Bachelors/ Masters, Accounting/ Finance
Merrill Lynch/Bank of America February 2011 - November 2011
Skills
Quality Center, Manual Testing, Requirements Analysis, Testing, Test Cases, Requirements Gathering, Test Strategy, Test Planning, User Acceptance Testing
Education
Osmania University
Masters
FTSI June 2014 - Present
Merrill Lynch/Bank of America August 2008 - June 2014
Fidelity April 2005 - August 2008
Skills
Let's just say that I'm..., Risk Management, Management, Public Speaking, Microsoft Office, Microsoft Excel, Presentation Skills, Certified Trainer, Sales, Sales Management, Equipment Operation, Leadership, Strategic Planning, Team Building, Oilield, Natural Gas, Energy, Pumps, Troubleshooting, Effective, direct..., Hydraulic Fracturing
Education
Marshall University 1990 — 1992
Master of Arts (M.A.), International Relations and Affairs, 3.6 GPA
Merrill Lynch/Bank of America March 2001 - Present
Education
Hollins University 1980 — 1983
Bachelor of Arts (B.A.), Art History
Stuart Country Day School 1976 — 1979
Merrill Lynch/Bank of America
Skills
Banking, Credit, Equities, Finance, Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Customer Service, Financial Planning, Sales
Education
New England College of Business and Finance 2011 — 2013
Masters in Finance
Tusculum College
merrill lynch/bank of america avp senior op techmerrill lynch1983 - 2008
Skills
Business Analysis, Vendor Management, Requirements Analysis, SDLC, SQL
Education
LaGuardia Community College 1993 — 1993
did not complete, general courses
Merrill Lynch January 2015 - Present
Merrill Edge Self-Direct November 2012 - December 2014
Merrill Lynch/Bank of America June 2011 - November 2012
Merrill Lynch January 2005 - May 2011
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 66, CRPC, Retirement Planning, Securities, FINRA, Wealth Management, Financial Advisory
Education
Hofstra University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Comcast Corporation September 2011 - July 2012
Comcast 2011 - 2012
Merrill Lynch/Bank of America July 2010 - April 2011
SMB Security Consulting April 2009 - October 2009
Fanatics, Inc. September 2007 - April 2008
UPS March 2001 - February 2002
Education
University of Florida
Bachelor of Science, Industrial and Systems Engineering