Merrill Lynch
The wealth management, brokerage, and investment banking arm of Bank of America
RelationshipsInterlocksGivingData
Leadership & Staff
Showing 1-10 of 175 :: see all
Nicola M. Wakefield Evans
• Chair (Jul '18→?)
Andrew M Sieg Head of Global Wealth & Retirement Solutions (GWRS) for Bank of America Merrill Lynch
• Head (Mar '17→?)
Concetta Caruso Bank executive
• COO (Jul '11→?)
Teresa M. Brenner
• General Counsel
Dhruv Vakharia Bank of America Merrill Lynch
• Senior Relationship Manager
Julian Parra Bank of America Merrill Lynch
• Southwest Executive for Business Banking
Jennifer Mills Merrill Lynch
• VP, Wealth Management Advisor
Charles O Rossotti Carlyle Group executive, Bank of America director, and former IRS commissioner
• Director
Joseph W Prueher Former United States Navy Admiral
• Director
Virgis W Colbert Retired EVP of Miller Brewing
• Director
Owners
Louis H Engel, Jr. Merrill Lynch
• Partner (?→'69)
Parent Organizations
BAC North America Holding Company Offers retail and commercial banking services.
• parent (Jan 1 '15→?)
Bank of America Corporation The largest bank holding company in the United States
• parent (Jan 1 '09→?) [+1]
• parent ('08→?)
Child Organizations
Merrill Lynch Private Banking and Investment Group
• Division
Global Banking and Wealth Management BoA business unit
• Child Org
Merrill Lynch Government Securities Inc. A primary dealer
• wholly-owned subsidiary
Merrill Lynch, Pierce, Fenner and Smith New York office
• Office
Merrill Lynch, Pierce, Fenner and Smith Chicago office
• Office
Holdings
Altria Group, Inc. formerly Philip Morris; the largest U.S. tobacco company
• Institutional investor
Members
Thomas Majewski
• Managing Director (Apr '06→Apr '08)
Memberships
Money Management Institute Voice for the global financial services organizations
• Member firm
Donation/Grant Recipients
Harvard Electricity Policy Group Research program at the Harvard Kennedy School
• Donation
Third Millennium
• Donation
Resources for the Future Energy think tank
• Donation ('11)
Center for Research in Security Prices Databases
• Grant · 300,000 USD ('60)*
Services/Transactions
Showing 1-10 of 26 :: see all
Nancy J Clawson
• Lobbyist ('10→?)
Peck Madigan Jones Lobbying firm
• Lobbying Firm · 160,000 USD ('08)
Boland James E
• Lobbying Firm · 120,000 USD ('07→'08)
Mayer Brown LLP Global lobbying/law firm specializing in Global business litigation
• Lobbying Firm · 1,410,000 USD ('06→'08)
The Baptista Group Private Consulting Firm
• Lobbying Firm · 145,000 USD ('06→'08)
John Kelly Consulting
• Lobbying Firm · 210,000 USD ('05→'08)
Brownstein Hyatt Farber Schreck, LLP U.S. lobbying and law firm with 13 offices, 250 attorneys and policy consultants
• Lobbying Firm · 630,000 USD ('03→'08)
DLA Piper Law firm created in 2005 by the merger of DLA, Piper Rudnick and Gray Cary, followed by aggressive growth in the CIS, Germany, Spain, Asia, the Middle East and important US markets, among others.
• Lobbying Firm · 2,930,000 USD ('02→'08)
Deloitte Tax LLP
• Lobbying Firm · 640,000 USD ('02→'06)
Capitol Tax Partners LLP
• Lobbying Firm · 20,000 USD ('02→'03)
Lobbying
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White House Office Includes multiple levels of presidential advisory boards and advisors
• Direct Lobbying ('08) [+1]
• Direct Lobbying ('99→'08)
United States Department of Commerce
• Direct Lobbying ('07→'08)
United States Department of Transportation
• Direct Lobbying ('07)
Federal Energy Regulatory Commission
• Direct Lobbying ('06→'08)
United States Department of Energy
• Direct Lobbying ('06→'07)
Office of the United States Trade Representative Office that facilitates global trade on behalf of the United States
• Direct Lobbying ('05→'08)
US Department of State Federal executive department responsible for carrying out U.S. foreign policy and international relations
• Direct Lobbying ('05→'08)
Pension Benefit Guaranty Corporation Government corporation that insures pensions of 44 million workers & retirees
• Direct Lobbying ('05→'07)
Internal Revenue Service
• Direct Lobbying ('01→'08)
Federal Deposit Insurance Corporation
• Direct Lobbying ('01→'08)
Other Affiliations
Collateralized Debt Obligation (CDO) Placeholder Entry - Structured Finance Product of Pooled Loans And Assets
• Walmart of CDOs*
Prodigy Child Development Centers Predecessor of Mosaica Education
• Former Partner*
Cohen & Company, Inc. Philadelphia Investment Bank Managing Credit Fixed Income Investments
• Client (?→'06)*