Santa Clara University


David Lanka, CEP, Vice President, Senior Retirement Consultant, Bank of America Merrill Lynch

Dave is a Senior Retirement Consultant in the Retirement & Benefit Plan Services group at Bank of America Merrill Lynch, focusing on business development for Equity Award Services.  In order to assist companies in finding the ideal service solution for their corporate stock plans, David leverages over 20 years of experience in sales, relationship management, plan administration and consulting for equity compensation and retirement plans.

Dave earned a BA in Economics with a concentration in Finance from Rutgers University in 1989.  In addition, he is FINRA Series 7 and 66 registered.  In 2009, Dave served on the Technical Oversight Board for the GPS: Global Stock Plans research project conducted by the Certified Equity Professional Institute (CEPI), and he frequently volunteers his time to assist with the writing and review of examination questions for the CEPI.

Dave resides in New Jersey with his wife Jamie and his two sons, Ryan and Brendan.  When he is not working, Dave enjoys coaching youth sports, working with both typical and special needs children.

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