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
Gregg Clifton Gregg Clifton New York, New York Details
Gregg Clifton's Merrill Lynch/Bank of America Experience 2009 - May 2010
Job Intranet Manager at Citi
Industry Internet
Experience
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

Cass Thompson Cass Thompson Nashville, Tennessee Details
Cass Thompson's Merrill Lynch/Bank of America Experience February 2010 - May 2010
Job Field Marketing Lead at Otter Products
Industry Wireless
Experience
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

Shoshana Feldman Shoshana Feldman United States Details
Shoshana Feldman's Merrill Lynch/Bank of America Experience August 2006 - October 2014
Job DSIO at Commodity Futures Trading Commission
Industry Financial Services
Experience
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

Jwalin Vaidya Jwalin Vaidya Greater New York City Area Details
Jwalin Vaidya's Merrill Lynch/Bank of America Experience June 2013 - Present
Job Applications Engineer at Merrill Lynch/Bank Of America
Industry Information Technology and Services
Experience
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

Derek Tardugno Derek Tardugno Greater New York City Area Details
Derek Tardugno's Merrill Lynch/Bank of America Experience June 2010 - August 2010
Job Supply Chain Analyst at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
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

Dawn Potts Dawn Potts Greater St. Louis Area Details
Dawn Potts's Merrill Lynch/Bank of America Experience September 2010 - December 2011
Job Vice President / Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
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

Dwayne Butler Dwayne Butler Greater New York City Area Details
Dwayne Butler's Merrill Lynch/Bank of America Experience March 2007 - February 2015
Job Information Technology Specialist
Industry Computer & Network Security
Experience
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

Peggy Foster Peggy Foster Greater San Diego Area Details
Peggy Foster's Merrill Lynch/Bank of America Experience February 2007 - June 2011
Job Executive & Transition Coach | Recruiting for Key Positions
Industry Management Consulting
Experience
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

Fred Sanford 407-432-1675 Fred Sanford 407-432-1675 Orlando, Florida Area Details
Fred Sanford 407-432-1675's Merrill Lynch/Bank of America Experience August 2004 - August 2010
Job Available to provide music for your party!!
Industry Entertainment
Experience
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

Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC Bedminster, New Jersey Details
Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC's Merrill Lynch/Bank of America Experience September 1992 - May 2009
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
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

Marva York Marva York Greater New York City Area Details
Marva York's Merrill Lynch/Bank of America Experience July 1999 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Kendra Pillich-Rothmaier Kendra Pillich-Rothmaier United States Details
Kendra Pillich-Rothmaier's Merrill Lynch/Bank of America Experience October 2006 - May 2013
Job Vice President/Director
Industry Marketing and Advertising
Experience
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

Marvin (E) Lee Marvin (E) Lee North Brunswick, New Jersey Details
Marvin (E) Lee's Merrill Lynch/Bank of America Experience July 2009 - December 2009
Job Learning Management System Administrator /Training Analyst
Industry Human Resources
Experience
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

Natalie Loccisano Natalie Loccisano Oceanside, New York Details
Natalie Loccisano's Merrill Lynch/Bank of America Experience November 1981 - Present
Job Finance Professional Accounting
Industry Financial Services
Experience
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

Robert McDowell Robert McDowell Cleveland/Akron, Ohio Area Details
Robert McDowell's Merrill Lynch/Bank of America Experience 2010 - 2012
Job Wealth Mgmt Vice President/Relationship Manager
Industry Financial Services
Experience
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

Jackie Nutt Jackie Nutt Springdale, Arkansas Details
Jackie Nutt's Merrill Lynch/Bank of America Experience September 2011 - December 2011
Job Senior Financial Analyst at Tyson Foods
Industry Financial Services
Experience
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

Melanie Dombro Melanie Dombro Greater Philadelphia Area Details
Melanie Dombro's Merrill Lynch/Bank of America Experience January 2013 - March 2013
Job Microsoft Licensing Operations Specialist
Industry Marketing and Advertising
Experience
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

Steve Rudolph Steve Rudolph Greater New York City Area Details
Steve Rudolph's Merrill Lynch/Bank of America Experience June 2007 - March 2011
Job Executive Director Head of Field Operations, Supervision and Risk at UBS Wealth Management
Industry Financial Services
Experience
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

Benedict Hernandez Benedict Hernandez Jacksonville, Florida Area Details
Benedict Hernandez's Merrill Lynch/Bank of America Experience August 2013 - April 2014
Job Lease Administrator with Regency Centers
Industry Real Estate
Experience
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

Christopher Vitale Christopher Vitale Greater New York City Area Details
Christopher Vitale's Merrill Lynch/Bank of America Experience October 2010 - June 2013
Job Vice President at JP Morgan
Industry Financial Services
Experience
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

Nancy Holstein Nancy Holstein Mystic, Connecticut Details
Nancy Holstein's Merrill Lynch/Bank of America Experience July 2012 - January 2015
Job President, owner at NH Investment Management
Industry Financial Services
Experience
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

Jim Giambrone Jim Giambrone Greater New York City Area Details
Jim Giambrone's Merrill Lynch/Bank of America Experience August 2007 - November 2011
Job Lead ETL Informatica Developer at TD
Industry Financial Services
Experience
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

Robert L. Ienuso Robert L. Ienuso Jacksonville, Florida Details
Robert L. Ienuso's Merrill Lynch/Bank of America Experience January 1981 - December 2010
Job Systems Analyst and Freelance Author
Industry Information Technology and Services
Experience
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:

Brenda Hartman Millard Brenda Hartman Millard Charlotte, North Carolina Area Details
Brenda Hartman Millard's Merrill Lynch/Bank of America Experience April 2009 - Present
Job Wealth Management Banker at Merrill Lynch SVP
Industry Banking
Experience
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

Elizabeth Gwynn Elizabeth Gwynn Greater Philadelphia Area Details
Elizabeth Gwynn's Merrill Lynch/Bank of America Experience January 2010 - October 2011
Job Specialist at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Scott Alexander Scott Alexander Greater Philadelphia Area Details
Scott Alexander's Merrill Lynch/Bank of America Experience October 2003 - December 2004
Job President and Chief Marketing Technologist at Marketing Enablement
Industry Marketing and Advertising
Experience
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

Rob Landino Rob Landino Washington D.C. Metro Area Details
Rob Landino's Merrill Lynch/Bank of America Experience August 1997 - April 2012
Job Senior Mobile and Online Product Manager
Industry Internet
Experience
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

Faith Tubalado Faith Tubalado Jacksonville, Florida Area Details
Faith Tubalado's Merrill Lynch/Bank of America Experience 2004 - June 2011
Job Member Board of Directors at PATS Scholarship Foundation
Industry Financial Services
Experience
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

Su Morton Su Morton New York, New York Details
Su Morton's Merrill Lynch/Bank of America Experience 2006 - November 2011
Job Vice President at Deutsche Bank
Industry Information Technology and Services
Experience
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

Lisa Still Lisa Still Greater New York City Area Details
Lisa Still's Merrill Lynch/Bank of America Experience 2000 - 2012
Job Corporate and Financial Services Communications Writer
Industry Insurance
Experience
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

Larry Weicht, CRPC®, CFM™, AIF®, PPC® Larry Weicht, CRPC®, CFM™, AIF®, PPC® Tampa/St. Petersburg, Florida Area Details
Larry Weicht, CRPC®, CFM™, AIF®, PPC®'s Merrill Lynch/Bank of America Experience January 1998 - January 2008
Job Senior Vice President at Flaharty Asset Management, LLC
Industry Investment Management
Experience
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

Elizabeth Dardzinski-Myers Elizabeth Dardzinski-Myers Cape Coral, Florida Details
Elizabeth Dardzinski-Myers's Merrill Lynch/Bank of America Experience 2006 - 2009
Job Experienced Executive Assistant/Specialist in the Financial Industry
Industry Financial Services
Experience
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

Alex Merkher Alex Merkher Venice, Florida Details
Alex Merkher's Merrill Lynch/Bank of America Experience September 2009 - Present
Job VP Release Management Salesforce.com – GWIMT Merrill Lynch/BAC
Industry Information Technology and Services
Experience
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

David Bolnick David Bolnick Greater New York City Area Details
David Bolnick's Merrill Lynch/Bank of America Experience April 2007 - May 2009
Job Global Procurement Executive
Industry Financial Services
Experience
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

Kim Meunier Kim Meunier Pawtucket, Rhode Island Details
Kim Meunier's Merrill Lynch/Bank of America Experience January 2011 - May 2012
Job Financial Professional
Industry Financial Services
Experience
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

Monet Pearson, MBA Monet Pearson, MBA Jacksonville, Florida Details
Monet Pearson, MBA's Merrill Lynch/Bank of America Experience June 2013 - July 2013
Job Call Center/Cust Serv Mgmt, H.R, Benefits, 401K, Recruiting, Workforce Mgmt and Collections/Adjunct Business Professor
Industry Banking
Experience
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

Sandra Lapp Sandra Lapp Greater New York City Area Details
Sandra Lapp's Merrill Lynch/Bank of America Experience January 2009 - March 2010
Job Human Resources Executive, Capital One
Industry Human Resources
Experience
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

Peter Coutracos Peter Coutracos Greater Boston Area Details
Peter Coutracos's Merrill Lynch/Bank of America Experience 2012 - Present
Job AVP Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Brandon Sanford Brandon Sanford Greater Los Angeles Area Details
Brandon Sanford's Merrill Lynch/Bank of America Experience February 2012 - Present
Job Structured Credit Executive
Industry Banking
Experience
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

Amanda Peavy Amanda Peavy Greater New Orleans Area Details
Amanda Peavy's Merrill Lynch/Bank of America Experience October 2010 - Present
Job Sr. Portfolio Advisor/Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Keli Joldzic Keli Joldzic Greater New York City Area Details
Keli Joldzic's Merrill Lynch/Bank of America Experience December 2005 - January 2008
Job Investment Bank | Global Equities
Industry Financial Services
Experience
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

Kim Albano Kim Albano San Francisco Bay Area Details
Kim Albano's Merrill Lynch/Bank of America Experience September 2008 - November 2011
Job Merrill Lynch Wealth Management Business Manager
Industry Financial Services
Experience
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.)

Ashley McKiernan Ashley McKiernan Greater Philadelphia Area Details
Ashley McKiernan's Merrill Lynch/Bank of America Experience January 2010 - March 2012
Job Experienced Customer Service Analyst
Industry Financial Services
Experience
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

Andrew Primiano Andrew Primiano Greater New York City Area Details
Andrew Primiano's Merrill Lynch/Bank of America Experience July 2008 - December 2011
Job Market Control Technician
Industry Financial Services
Experience
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

Jay Sanders Jay Sanders Beverly Hills, California Details
Jay Sanders's Merrill Lynch/Bank of America Experience February 2001 - April 2015
Job Executive Vice President & Head of Private Banking at CIT Bank, N.A.
Industry Financial Services
Experience
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.)

Cedric Gibson Cedric Gibson Greater Atlanta Area Details
Cedric Gibson's Merrill Lynch/Bank of America Experience 2008 - 2010
Job Business Development Executive at Facilitec, Inc.
Industry Hospital & Health Care
Experience
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

Michelle Vizzi Michelle Vizzi Orange County, California Area Details
Michelle Vizzi's Merrill Lynch/Bank of America Experience April 2004 - August 2009
Job Financial Advisor at South Coast Investment Advisors
Industry Financial Services
Experience
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

Jason Cancino Jason Cancino Richmond, Texas Details
Jason Cancino's Merrill Lynch/Bank of America Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Kristin Lup Young Kristin Lup Young Trenton, New Jersey Details
Kristin Lup Young's Merrill Lynch/Bank of America Experience September 2013 - Present
Job Private Banking & Investment Services at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Ana Cerqueira, PMP, GWCPM Ana Cerqueira, PMP, GWCPM Miami, Florida Details
Ana Cerqueira, PMP, GWCPM's Merrill Lynch/Bank of America Experience July 2010 - Present
Job VP Tech Project Solutions Consultant
Industry Information Technology and Services
Experience
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

Ham Freeman Ham Freeman Barrington, Rhode Island Details
Ham Freeman's Merrill Lynch/Bank of America Experience March 1993 - May 2009
Job Partner, Principal at New England Yacht Partners
Industry Maritime
Experience
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

Linda Teufel Linda Teufel West Babylon, New York Details
Linda Teufel's Merrill Lynch/Bank of America Experience December 1989 - August 2011
Job Exerienced Human Resources Professional
Industry Human Resources
Experience
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

Laura Lakusta Laura Lakusta Greater New York City Area Details
Laura Lakusta's Merrill Lynch/Bank of America Experience February 2002 - July 2009
Job
Industry Financial Services
Experience
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

Yaning Wang Yaning Wang Greater New York City Area Details
Yaning Wang's Merrill Lynch/Bank of America Experience February 2006 - Present
Job Firewall and Network architect and Network engineering
Industry Financial Services
Experience
Merrill Lynch/Bank of America   February 2006 - Present
Lehman Brothers  August 2001 - January 2006

Education
Emory University   1986 — 1991
Ph.D, Physics

Ronald Rienas Ronald Rienas Greater New York City Area Details
Ronald Rienas's Merrill Lynch/Bank of America Experience 1993 - 2011
Job Financial Advisor, Managing Director, Rienas & Brown Wealth Management
Industry Financial Services
Experience
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

Edward Bell Edward Bell San Francisco, California Details
Edward Bell's Merrill Lynch/Bank of America Experience August 2011 - July 2013
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
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

Palak Doshi Palak Doshi Greater New York City Area Details
Palak Doshi's Merrill Lynch/Bank of America Experience August 2009 - Present
Job Vice President / Senior BA Mgr at Merrill Lynch
Industry Financial Services
Experience
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

Mendy Knowles Mendy Knowles San Francisco Bay Area Details
Mendy Knowles's Merrill Lynch/Bank of America Experience November 2008 - Present
Job Director at Merrill Lynch/Bank of America
Industry Investment Banking
Experience
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

Ramesh ManjeGowda Ramesh ManjeGowda Greater New York City Area Details
Ramesh ManjeGowda's Merrill Lynch/Bank of America Experience March 2001 - September 2007
Job President & CEO, IconSoft Consulting Group, Inc
Industry Information Technology and Services
Experience
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

Cal Goggans Jr. Cal Goggans Jr. Tampa, Florida Details
Cal Goggans Jr.'s Merrill Lynch/Bank of America Experience May 2009 - November 2009
Job IT Project Manager at G Cubed Consulting, Inc
Industry Information Technology and Services
Experience
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

Douglas Cleary Douglas Cleary Greater New York City Area Details
Douglas Cleary's Merrill Lynch/Bank of America Experience October 2006 - July 2010
Job Sr. CRM Administrator at Platts
Industry Financial Services
Experience
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

Earl Crenshaw Earl Crenshaw Greater Philadelphia Area Details
Earl Crenshaw's Merrill Lynch/Bank of America Experience June 2011 - August 2011
Job Management Consultant
Industry Information Technology and Services
Experience
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

Cheryl Bozich, CFA, CPA Cheryl Bozich, CFA, CPA Greater Chicago Area Details
Cheryl Bozich, CFA, CPA's Merrill Lynch/Bank of America Experience August 1998 - April 2009
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
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

Louis Forte Louis Forte Greater New York City Area Details
Louis Forte's Merrill Lynch/Bank of America Experience 2009 - June 2011
Job Consultant at UBS
Industry Financial Services
Experience
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

Charlotte M. Streat Charlotte M. Streat Greater Boston Area Details
Charlotte M. Streat's Merrill Lynch/Bank of America Experience 2008 - December 2010
Job LMS Architect at Liberty Mutual Insurance
Industry Insurance
Experience
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

Ethan Lunz Ethan Lunz Greater Los Angeles Area Details
Ethan Lunz's Merrill Lynch/Bank of America Experience January 2002 - Present
Job Wealth Management/Merrill Lynch/Bank of America
Industry Banking
Experience
Merrill Lynch/Bank of America   January 2002 - Present

Education
Arizona State University   1998 — 2002

Jason Martens Jason Martens Greater New York City Area Details
Jason Martens's Merrill Lynch/Bank of America Experience 2010 - 2011
Job IIS Technical Sales Specialist at IBM
Industry Information Technology and Services
Experience
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

Heather Reilly Heather Reilly Greater Philadelphia Area Details
Heather Reilly's Merrill Lynch/Bank of America Experience June 2010 - Present
Job Compliance Manager at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Heather Housley Heather Housley San Francisco Bay Area Details
Heather Housley's Merrill Lynch/Bank of America Experience 1999 - Present
Job VPSales Performance Manager
Industry Financial Services
Experience
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

James Condolff James Condolff Greater New York City Area Details
James Condolff's Merrill Lynch/Bank of America Experience April 2007 - May 2012
Job Credit Risk Management Professional
Industry Banking
Experience
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

Patricia Piekarski Patricia Piekarski Greater New York City Area Details
Patricia Piekarski's Merrill Lynch/Bank of America Experience December 2007 - April 2010
Job Senior HR Generalist at NASDAQ OMX
Industry Human Resources
Experience
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

Angela Heyob Angela Heyob Greater New York City Area Details
Angela Heyob's Merrill Lynch/Bank of America Experience September 2008 - April 2011
Job Vice President at Bank of America
Industry Computer Software
Experience
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

Phillis Wallach Phillis Wallach Greater New York City Area Details
Phillis Wallach's Merrill Lynch/Bank of America Experience 1995 - November 2011
Job Consultant at Citi, Voluntour Travel Consultant
Industry Financial Services
Experience
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

W. Enrique Lara W. Enrique Lara Greater New York City Area Details
W. Enrique Lara's Merrill Lynch/Bank of America Experience March 2006 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch/Bank of America   March 2006 - Present
Lehman Brothers  December 1996 - February 2006

Education
City University of New York-Hunter College
BA, Economics

Yaning Wang Yaning Wang Greater New York City Area Details
Yaning Wang's Merrill Lynch/Bank of America Experience February 2006 - Present
Job Engineer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America   February 2006 - Present
Lehman Brothers  January 2001 - January 2006

Education
Emory University   1986 — 1991
Ph.D, Physics

H. Dalton Grein, MBA H. Dalton Grein, MBA Greensboro/Winston-Salem, North Carolina Area Details
H. Dalton Grein, MBA's Merrill Lynch/Bank of America Experience June 2005 - December 2011
Job Fund Executive Piedmont Angel Network(PAN)
Industry Venture Capital & Private Equity
Experience
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

Brian Durkin Brian Durkin Providence, Rhode Island Area Details
Brian Durkin's Merrill Lynch/Bank of America Experience 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Ray Cavalari Ray Cavalari Greater Philadelphia Area Details
Ray Cavalari's Merrill Lynch/Bank of America Experience 2010 - Present
Job Vice President Payroll Operations at Merrill Lynch
Industry Human Resources
Experience
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

Annabelle Chen Annabelle Chen Greater New York City Area Details
Annabelle Chen's Merrill Lynch/Bank of America Experience 2012 - Present
Job Director at Global Wealth Investment Management Merrill Lynch/Bank of America
Industry Information Technology and Services
Experience
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

Rizwan Chaudhry Rizwan Chaudhry Greater New York City Area Details
Rizwan Chaudhry's Merrill Lynch/Bank of America Experience November 2006 - March 2011
Job Project Manager/Coordinator at Morgan Stanley
Industry Information Technology and Services
Experience
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

Bruce Sparber Bruce Sparber Greater Philadelphia Area Details
Bruce Sparber's Merrill Lynch/Bank of America Experience 2009 - Present
Job Director at Merrill Lynch
Industry Marketing and Advertising
Experience
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

Jermaine John Gomes, CRPC Jermaine John Gomes, CRPC Jacksonville, Florida Area Details
Jermaine John Gomes, CRPC's Merrill Lynch/Bank of America Experience March 2009 - Present
Job Assistant Vice President Internal Product Specialist
Industry Financial Services
Experience
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

Alex Scarborough Alex Scarborough Palm Coast, Florida Details
Alex Scarborough's Merrill Lynch/Bank of America Experience May 2011 - December 2012
Job Application Engineer I at Baxter Healthcare
Industry Information Technology and Services
Experience
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

Jennifer Golden Jennifer Golden Greater Philadelphia Area Details
Jennifer Golden's Merrill Lynch/Bank of America Experience October 2012 - June 2014
Job Human Resources, Leadership, and Project Experience
Industry Financial Services
Experience
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

Ajith Devan Ajith Devan Greater Philadelphia Area Details
Ajith Devan's Merrill Lynch/Bank of America Experience 2005 - 2009
Job Senior Programmer/Tech Lead
Industry Information Technology and Services
Experience
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

Angela Bunn Angela Bunn Newark, Delaware Details
Angela Bunn's Merrill Lynch/Bank of America Experience January 2005 - Present
Job Brazilian Portuguese Teacher/Certified ESL Instructor/MEd
Industry Education Management
Experience
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

Tony Consaga Tony Consaga Greater New York City Area Details
Tony Consaga's Merrill Lynch/Bank of America Experience August 2006 - May 2010
Job Executive Director, Money Laundering Prevention Officer
Industry Banking
Experience
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

Vinnie Freudenberger Vinnie Freudenberger Greater Boston Area Details
Vinnie Freudenberger's Merrill Lynch/Bank of America Experience June 1991 - Present
Job SVP Financial Advisor
Industry Financial Services
Experience
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

Rachel Fitzpatrick Rachel Fitzpatrick Greater Denver Area Details
Rachel Fitzpatrick's Merrill Lynch/Bank of America Experience March 2002 - May 2011
Job Structured Credit Executive at Merrill Lynch
Industry Financial Services
Experience
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

Stephen Brancho Stephen Brancho Greater Pittsburgh Area Details
Stephen Brancho's Merrill Lynch/Bank of America Experience November 2009 - February 2010
Job Operations Analyst Citizens Bank
Industry Banking
Experience
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

Dana De Boer Dana De Boer Greater New York City Area Details
Dana De Boer's Merrill Lynch/Bank of America Experience Chief Trust OfficerMerrill Lynch Trust Company1999 - 2010
Job Chief Trust Officer/Senior Vice President at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Brandon Foss Brandon Foss Jacksonville, Florida Area Details
Brandon Foss's Merrill Lynch/Bank of America Experience April 2010 - June 2013
Job Performance Improvement Consultant; AVP Merrill Edge Acquisition
Industry Financial Services
Experience
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

Aparna Kuttuva Aparna Kuttuva Greater Philadelphia Area Details
Aparna Kuttuva's Merrill Lynch/Bank of America Experience May 2013 - Present
Job Technical Systems Analyst at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Aleksandra Kandkhorov Aleksandra Kandkhorov Greater New York City Area Details
Aleksandra Kandkhorov's Merrill Lynch/Bank of America Experience September 2008 - December 2008
Job CPA Candidate
Industry Accounting
Experience
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

Surekha Mandhania Surekha Mandhania Greater New York City Area Details
Surekha Mandhania's Merrill Lynch/Bank of America Experience February 2011 - November 2011
Job
Industry Information Technology and Services
Experience
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

Bill Owings Bill Owings Greater Pittsburgh Area Details
Bill Owings's Merrill Lynch/Bank of America Experience August 2008 - June 2014
Job FTSI
Industry Oil & Energy
Experience
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

Kim Doub Kim Doub Princeton, New Jersey Details
Kim Doub's Merrill Lynch/Bank of America Experience March 2001 - Present
Job Executive Assistant, Digital Marketing at Merrill Lynch/Bank of America
Industry Banking
Experience
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

Julia Ann Ball Julia Ann Ball Greeneville, Tennessee Details
Julia Ann Ball's Merrill Lynch/Bank of America Experience
Job Wealth Management Banker at Merrill Lynch/Bank of America
Industry Banking
Experience
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

lawrence zeluck lawrence zeluck Jackson Heights, New York Details
lawrence zeluck's Merrill Lynch/Bank of America Experience avp senior op techmerrill lynch1983 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

David W Jenkins CRPC David W Jenkins CRPC Fernandina Beach, Florida Details
David W Jenkins CRPC's Merrill Lynch/Bank of America Experience June 2011 - November 2012
Job New Account Supervision Principal
Industry Financial Services
Experience
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

Alex Dumitrescu Alex Dumitrescu Jacksonville, Florida Details
Alex Dumitrescu's Merrill Lynch/Bank of America Experience July 2010 - April 2011
Job The Chameleon
Industry Telecommunications
Experience
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