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Joan E. Brachmann

Joan E. Brachmann

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  • Timeline

  • About me

    Investment Banking Vice President at Bank of America Merrill Lynch | Founder of ELEVATE

  • Education

    • Max Planck Gymnasium, Munich

      2011 - 2013
      High School

      Activities and Societies: Spvgg Unterhaching, U19 Bayernliga/Bundesliga

    • Fairfield University

      2013 - 2017
      Bachelor's Degree Majors: Economics & Finance, Minor: Mathematics Summa Cum Laude, GPA 4.0, Class Rank: 1/991

      Activities and Societies: Fairfield University Men's Soccer, Beta Gamma Sigma, Fairfield Investment Group (FIG), Student Managed Investment Fund (SMIF)

  • Experience

    • Fairfield University

      Sept 2015 - Jan 2018

      • Research Analyst FIG (Fairfield Investment Group)

        Sept 2015 - Jan 2018

      • Portfolio Manager SMIF (Student Managed Investment Fund)

        Sept 2015 - Jan 2018

      • Division 1, Men's Soccer

        Aug 2013 - Oct 2016

      • Financial Analyst (CFA Investment Research Challenge)

        Sept 2015 - Feb 2016

    • Beta Gamma Sigma

      Mar 2016 - now
      Member

      • Lifetime membership in International Business Honor Society Beta Gamma Sigma

    • Deloitte

      May 2016 - May 2016
      Deloitte Advisory Envision Leadership Conference Participant

    • UBS

      Jun 2016 - Aug 2016
      Global Asset Management Summer Analyst

      • UBS Hedge Fund Solutions

    • Oppenheimer & Co. Inc.

      Mar 2017 - May 2017
      Wealth Management Spring Analyst

      • The O'Rourke Group

    • Bank of America Merrill Lynch

      Jun 2017 - Aug 2017
      Global Corporate & Investment Banking Summer Analyst

      • Debt Capital Markets

    • Engineers Without Borders USA

      Mar 2018 - Mar 2018
      Volunteer

    • Bank of America Merrill Lynch

      May 2018 - now

      • Sustainable Banking Solutions Group - Advisory & Equity Solutions • Sustainable Banking Solutions Group - Advisory & Equity Solutions • Global Leveraged Finance - Origination & Syndicate • Debt Capital Markets - Consumer & Retail and Global Industrials

      • Investment Banking Vice President

        Feb 2024 - now

      • Investment Banking Associate

        Aug 2022 - Feb 2024

      • Investment Banking Associate

        Jul 2020 - Aug 2022

      • Global Capital Markets Analyst

        May 2018 - Jun 2020

    • ELEVATE Elite Consulting LLC

      Mar 2024 - now
      Founder

      • Holistic coaching empowering individuals to ELEVATE their lives to the next level

  • Licenses & Certifications

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Jul 2018

    • Bloomberg Market Concepts

      Bloomberg LP
      Oct 2016
      View certificate certificate

    • Derivatives

      The Chartered Institute for Securities & Investment (The CISI)
      Dec 2020

    • CFA Certificate in Sustainable Investing

      CFA Institute
      Feb 2023

    • UK Financial Regulation

      The Chartered Institute for Securities & Investment (The CISI)
      Nov 2020

    • Series 79

      FINRA (Financial Industry Regulatory Authority)
      Jul 2018

    • Securities

      The Chartered Institute for Securities & Investment (The CISI)
      Dec 2020

    • CFA Institute - 2016 Research Challenge - Local Participant

      CFA Institute
      View certificate certificate

  • Honors & Awards

    • Awarded to Joan E. Brachmann
      Bellarmine Medal Fairfield University مايو ٢٠١٨ Graduating Student with the Highest Quality Point Average in all courses taken at Fairfield University over four years
    • Awarded to Joan E. Brachmann
      Dolan School of Business Academic Achievement Award Fairfield University أبريل ٢٠١٨ Graduating Student in the School of Business with the Highest Academic Standing
    • Awarded to Joan E. Brachmann
      Dolan School of Business Economics Award Fairfield University أبريل ٢٠١٨ Graduating Student with the Highest Academic Standing in Economics
    • Awarded to Joan E. Brachmann
      Dolan School of Business Finance Award Fairfield University أبريل ٢٠١٨ Graduating Student with the Highest Academic Standing in Finance
    • Awarded to Joan E. Brachmann
      Metro Atlantic Athletic Conference (MAAC) All-Academic Team Metro Atlantic Athletic Conference (MAAC) ٢٠١٥
    • Awarded to Joan E. Brachmann
      Dean's Honor List (every semester) Fairfield University