Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Reliance Bank December 2014 - Present
Bank of America August 2013 - April 2014
Bank of America September 2010 - August 2013
Bank of America January 2005 - September 2010
Bank of America April 1997 - July 2004
Skills
Mortgage Lending, Credit, Mortgage Underwriting, FHA, Loans, Financial Services, FNMA, Mortgage Banking, Customer Service, Underwriting, Refinance, Banking, Home Equity Lines of..., Home Equity Loans, Pipeline Management, Tax Analysis, Tax Returns, Self-motivated..., Works well individually, Residential Mortgages, Training, Microsoft Office, Microsoft Word, Microsoft Excel, Adaptable to Changes, Ethical Decision Making, Operational Efficiency, Analysis, Calculations, Credit Risk, business tax returns, Schedule Analysis Method, MHA, Processing, Resilience, Mortgage Fraud..., Financial Risk, Loan Origination, Mortgage Servicing, Consumer Lending, Credit Analysis, Loan Servicing, Office Management, Highly detail oriented, Enthusiasm to learn, VA loans, Commercial Lending, Lines Of Credit
Education
Miami University
Bachelor of Science (BS), Secondary Education, Consumer and Family Science
Mt. Healthy High School, Cincinnati, OH
College Prep
Koyo Kaiun USA LLC November 2010 - Present
Wallem Ship Management November 2008 - June 2010
Sun American Bank April 2006 - October 2008
Bank of America June 2001 - April 2006
Skills
Customer Service, Banking, Payroll, Accounts Payable, Loans, Budgets, Time Management, Management, Administration, Human Resources, Microsoft Excel, Auditing
Education
Sam Houston State University 2010 — 2012
BBA, Business
Miami Dade College 2001 — 2003
Associate of Arts (AA)
CB Richard Ellis 2010 - Present
CB Richard Ellis 2006 - 2009
The Mills Corporation (now part of Simon Property Group) 2003 - 2006
Construction Software Technologies 2001 - 2003
The Mills Corporation (now part of Simon Property Group) 1998 - 2001
Keane Inc 1996 - 1998
Bank of America 1990 - 1996
Skills
Business Development, Leases, Commercial Real Estate, Strategy, Leadership, Real Estate Development, Real Estate, Contract Negotiation, Due Diligence, Corporate Real Estate, Brokerage, Real Estate Economics, Strategic Planning
Education
Miami University
B.S., Business Administration
Maven Wave Partners May 2014 - Present
Deloitte January 2013 - May 2014
Accenture April 2010 - December 2012
Bank of America April 2008 - April 2010
Bank of America February 2007 - April 2008
Miami University August 2005 - August 2006
Skills
Leadership, Program Management, Change Management, Management Consulting, Business Analysis, Business Transformation, Enterprise Architecture, IT Strategy, Analysis, Project Portfolio..., Management, SDLC, Agile Methodologies, Product Management, Requirements Gathering, Project Management, Data Analysis, Business Requirements, Financial Analysis, Process Improvement, Banking, Strategy, Business Process..., Finance, Consulting, Analytics, Statistics, System Requirements, Business Strategy, Project Planning, Requirements Analysis, Product Requirements, Financial Analysis and..., Technology Product..., Problem Solving, Custom Software..., Business Architecture, Financial Services, PMO, Enterprise Software, Agile Project Management
Education
Miami University 2005 — 2006
M.A.
Miami University 2001 — 2005
B.S.
PNC Mortgage January 2015 - Present
PNC Mortgage March 2013 - January 2015
PNC Mortgage September 2011 - March 2013
PNC Bank November 2009 - September 2011
Carlson Marketing Group March 1986 - November 1991
Huntington National Bank September 1984 - March 1986
Bank of America December 1981 - March 1983
Skills
Customer Service, Retail, Banking, Leadership, Marketing Strategy, Sales, Financial Analysis, Microsoft Excel, Team Building, Team Leadership, Microsoft Office, Process Improvement, Customer Satisfaction, Account Management, Training, Business Analysis, Management, Coaching, Risk Management
Education
Miami University 1976 — 1980
Valley Forge High School
Merrill Lynch September 2015 - Present
Bank of America July 2008 - Present
Bank of America January 2005 - July 2008
Bank of America November 2004 - January 2005
Skills
MIS, Banking, Mortgage Lending, Retail Banking, Loans, Commercial Banking, Cross Selling, Branch Banking, Credit Cards, Branch Management, Risk Management, Operational Risk, Operational Risk..., Mortgage Banking, Lines Of Credit, Deposits, Credit
Education
Miami Dade College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Wells Fargo August 2010 - August 2013
BB&T May 2008 - June 2010
BankAtlantic 2006 - 2008
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Consumer Lending, Commercial Lending, Small Business Lending, Financial Services, Cross Selling
Education
Miami Dade College
Associate's degree
Bank of America June 2015 - Present
SunTrust Bank September 2014 - June 2015
JPMorgan Chase November 2013 - March 2014
Chase Mortgage Banking October 2011 - November 2013
Chase July 2010 - October 2011
Bank of America May 2007 - July 2010
Countrywide Home Loans November 2004 - May 2007
Union Planters Bank January 2002 - February 2004
Skills
Mortgage Lending, Loan Origination, Banking, Loans, Consumer Lending, Mortgage Banking, Credit, Small Business Lending, Refinance, FHA, Retail Banking, Commercial Lending, Residential Mortgages, Commercial Banking, VA loans, Home Equity Loans, Home Equity Lines of..., Lines Of Credit, Branch Banking, Sales, Cross Selling, Small Business, Relationship Management, Financial Services, Real Estate, Credit Cards, Branch Management, Deposits, FHA financing, USDA, Portfolio Management, Real Estate Financing, Cash Management, Treasury Management, Mortgage Marketing, Referrals, REO, SBA, Commercial Real Estate
Education
Miami Dade College
Ken Fulk, Inc. January 2014 - Present
Ken Fulk, Inc. April 2012 - January 2014
Bank of America November 2011 - April 2012
Opera Academy of California Summer Program June 2011 - August 2011
San Francisco Conservatory of Music August 2010 - June 2011
Banana Republic Flagship March 2010 - August 2010
Campus Ministry Center, Oxford, Ohio May 2008 - August 2009
Bob Evans June 2007 - August 2009
The Health Plan June 2005 - December 2007
Skills
Customer Service, Administration, Microsoft Office, Non-profits, Adobe Creative Suite, Film Editing, Community Service, Opera, Classical, Photoshop, Excel, English, Music, PowerPoint, Theatre, Social Media, Nonprofits, Singing, Editing, Training, Music Theory, Event Planning, Musical Theatre, Music Education, Orchestral Music, Performing Arts, Choral, Arts Administration
Education
San Francisco Conservatory of Music 2009 — 2011
Master of Music, Vocal Performance
Miami University 2004 — 2009
Bachelor of Music, Music Education
Wells Fargo Home Mortgage March 2013 - Present
Wells Fargo January 2012 - March 2013
Bank of America September 2007 - January 2012
Skills
PowerPoint, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Miami Dade College 2002 — 2004
Brownson, Rehmus & Foxworth March 2015 - Present
Altair Advisers June 2013 - January 2015
AMG National Trust Bank September 2010 - May 2013
Veolia Transportation April 2010 - August 2010
Bank of America July 2006 - May 2008
Skills
Investments
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
Masters of Business Administration, Finance
Miami University 2002 — 2006
B.A., Political Science
WorldCity February 2014 - Present
Systemax August 2013 - February 2014
Kaseya 2013 - 2013
Miami Marlins, L.P. January 2012 - 2013
Bank of America 2004 - 2010
Skills
Sports Management, Customer Service, Customer Service..., Bilingual, Organization, Sports Marketing, Team Leadership, PowerPoint, Leadership, Teamwork, Management, Marketing Strategy, Event Planning, Sales, Business Development, Networking, New Business Development, Time Management, Project Management, Marketing, Training, Strategic Planning, Account Management, Social Networking, Cold Calling, Microsoft Excel, Customer Retention, Microsoft Office, Sponsorship, Human Resources, Sports, Microsoft Word, Facebook, Event Management, Sales Management, Public Speaking
Education
Miami Dade College
Bachelor of Supervision & Management
Chamberlain High School
HS Diploma
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch November 2014 - July 2015
Bank of America December 2012 - November 2014
Bank of America October 2010 - December 2012
Bank of America June 2009 - October 2010
Ford Motor Credit Company January 2008 - June 2009
Ford Motor Credit Company January 2007 - January 2008
Ford Motor Credit Company June 2006 - January 2007
Ford Motor Credit Company October 2004 - June 2006
Ford Motor Credit Company July 2002 - October 2004
Skills
Six Sigma, Process Improvement, Commercial Banking, Banking, Credit, Automotive, Middle Market, Change Management, Continuous Improvement, DMAIC, Commercial Lending, Operations Management, Wholesale, Green Belt, Risk Management, Quality Assurance, Strategic Planning, Asset Based Lending, Portfolio Management, Finance, Credit Risk, Credit Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Accounting, Strategy
Miami University 1997 — 2001
BS, Economics
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Bank March 2012 - July 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - October 2011
Bank of America June 2009 - June 2010
Eaton Corporation June 2007 - August 2007
Education
Miami University 2005 — 2009
B.S, Finance
CoLiance Risk Advisors November 2011 - Present
Indiana Farm Bureau Insurance May 2009 - October 2011
StoneWater Mortgage August 2008 - May 2009
Bank of America March 2006 - December 2007
Homestead USA July 1999 - March 2005
Skills
Insurance, Property & Casualty..., Homeowners, Auto, Life Insurance, Commercial Insurance, Small Business, Customer Communication, Customer Satisfaction, Workers Compensation, Strategic Planning, Risk Management, Client Education, Umbrella Insurance, General Insurance, Term Life Insurance, Customer Retention, Claim, Legal Liability, Professional Liability, Commercial Real Estate, Disability Insurance, Employment Practices..., Commercial Lines, Sales, Whole Life, Liability, Inland Marine
Education
Miami University 1995 — 1999
BS, Marketing
Carmel High School 1991 — 1995
South Florida Sun Sentinel November 2012 - Present
Bank of America June 2013 - August 2013
Education
Miami Lakes Educational Center 2010 — 2014
Bank of America January 2010 - Present
Skills
Home Equity Loans, Loans, Government Loans, Mortgage Lending, Portfolio Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Mortgage Banking
Education
Miami Dade College 1993 — 1996
Associate of Arts and Sciences (AAS), 3.9
Patuxent Financial Planning ,LLC. June 2013 - Present
Bank of America February 2010 - June 2013
Skills
Banking, Operations Management, Retail Banking, Customer Service, Credit, Loans, Risk Management, Commercial Banking, Financial Analysis, Credit Analysis, Microsoft Office, Portfolio Management
Education
Miami Dade College 2006 — 2009
Associate's degree, Accounting, 3.1
State Attorney's Office , Florida Circuit 17th May 1992 - Present
Bank of America February 1987 - May 1992
Skills
Wordperfect, Computer, Data Entry, General Administrative..., Bookkeeping, Coordinating Schedules, Regulatory Filings, Microsoft Office, Office Management, Marketing, Commercial Banking, Branch Banking
Education
Miami Dade College 1980 — 1983
Diploma of Associates in Science Secretarial Careers, Executive Assistant/Executive Secretary
Havana, Cuba 1977 — 1979
Diploma, Bachaelor of Science and Arts Degree
RMB Capital Management April 2012 - Present
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank December 2008 - December 2011
Fifth Third Bank May 2008 - December 2008
Bank of America May 2006 - May 2008
Skills
Financial Modeling, Portfolio Management, Investments, Real Estate Private..., Equities, Fixed Income, Private Equity, Asset Management, Finance, Alternative Investments, Due Diligence, Banking, Asset Managment, Credit
Education
Miami University 2002 — 2006
Bachelors, Finance
frog September 2010 - Present
JWT 2007 - October 2010
JWT 2005 - 2007
StarTime Records 2002 - 2004
Bank of America 1999 - 2002
Skills
Design Strategy, Strategy, Design Thinking, Product Development, Innovation Consulting, Marketing Strategy, Brand Development, Business Strategy, Experience Strategy, Digital Strategy, Customer Insight, Creative Direction, Creative Strategy
Education
Miami University 1995 — 1999
Bachelor of Science in Finance
Bank of America September 2013 - Present
Kay Jewelers October 2011 - Present
Skills
Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Research, Social Media, PowerPoint, Teaching, Leadership, Customer Service, Retail Banking, Logistics, International Business
Education
Miami Dade College 2012 — 2016
Bachelor's degree, Logistics, Materials, and Supply Chain Management
HART for Animals September 2012 - Present
Apriori Beauty 2012 - Present
MarketWorks LLC 2005 - January 2013
Wisp Resort 2001 - 2005
Bank of America 1994 - 2001
Skills
Brand Analysis, Marketing Research, Marketing Strategy, Market Planning, Social Media Marketing, Integrated Marketing, Brand Development
Education
Miami International University of Art and Design
BS, Merchandising
KeyBank November 2013 - Present
Bank of America August 2007 - October 2013
Bank of America May 2006 - August 2007
Bank of America December 2004 - May 2006
Bank of America May 2002 - December 2004
Skills
Leadership Development, Organizational Design, Performance Management, Talent Management, Human Resources, Organizational..., Banking, HR Consulting, Retail Banking, Relationship Management, Consumer Lending, Credit, Loans, Mortgage Lending, Organizational..., Program Management, Executive Coaching, Retention Management, Succession Planning, Strategic Planning, Diversity & Inclusion, Employee Surveys, Onboarding
Education
Miami University 1992 — 1996
B.S., Marketing
Regent's College
Semester Abroad, Marketing and Finance
Worldwide Support Services June 2015 - Present
Caribe Studio LLC January 2006 - Present
KUUTS LLC August 2014 - June 2015
Bank of America May 2011 - August 2014
HSBC May 2007 - February 2010
Telepage January 2006 - May 2007
US Army August 2000 - August 2005
Skills
Portrait Photography, Digital Photography, Event Photography, Commercial Photography, Photoshop, Banking, Leadership, Coaching, Lightroom, InDesign, Commercial Product..., Studio Lighting, World Class Customer..., Public Speaking, Small Business, Merchant Services, Employee Training, Sales Management, Customer Service, Advertising, Management, Microsoft Office, Sales
Education
Miami International University of Art and Design 2011 — 2012
Bachelor of Arts (B.A.), Photography
Saint Thomas Aquinas College 2004 — 2004
Associate of Arts (AA), Business Administration
Bank of America July 2005 - Present
Bank of America June 2005 - Present
Skills
Small Business Banker, Banking, Loan Origination, Loans, Mortgage Lending, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Banking, Credit, Deposits, Credit Risk, Cross Selling, Refinance
Education
Miami Dade College
Maga Distributors May 2010 - Present
Bank of America December 2004 - January 2010
Skills
Customer Service, Microsoft Office, Management, Sales Management, New Business Development, Strategic Planning, Negotiation, Account Management, Marketing, Marketing Strategy, Inventory Control, Sales, Customer Satisfaction, Retail, Inventory Management, Team Building, Leadership, Purchasing
Education
Miami Dade College
itelligence North America June 2013 - Present
Bank of America April 2011 - June 2013
Forest City Enterprises July 2005 - April 2011
Forest City Enterprises September 2004 - July 2005
PricewaterhouseCoopers September 1999 - September 2004
Skills
SAP BPC, Accounting, SAP, SAP BW, Financial Reporting, Consolidation, Process Improvement, Business Process, Business Architecture, SAP FI/CO Configuration, SAP ERP, ERP, Financial Analysis, Forecasting, SAP R/3, Business Process..., Financial Modeling, Management, Sarbanes-Oxley Act, IT Management, Enterprise Architecture, Data Migration
Education
Miami University 1995 — 1999
Bachelor of Science, Accounting
L'Oréal October 2015 - Present
L'Oréal May 2014 - October 2015
Starboard Cruise Services February 2012 - May 2014
SiiNC Agency October 2010 - February 2012
Bank of America October 2006 - June 2011
Skills
Merchandising, Retail, Visual Merchandising, Customer Service, Trend Analysis, Fashion, Retail Sales, Sales, Microsoft Excel, PowerPoint, Inventory Management, Outlook, Event Planning, Event Management, Marketing, Styling, Social Media Marketing
Education
Miami International University of Art and Design 2008 — 2011
Bachelor of Arts, Fashion Merchandising
Bank of America December 2014 - Present
Victoria's Secret March 2012 - November 2014
Victoria's Secret May 2007 - March 2012
Victoria's Secret April 2006 - May 2007
Victoria's Secret 2003 - 2006
Victoria's Secret 1999 - 2003
Victoria's Secret 1997 - 1999
Victoria's Secret 1996 - 1997
Victoria's Secret 1995 - 1996
Hit or Miss 1984 - 1995
Skills
Store Operations, Driving Results, New Store Openings, New Store Development, Loss Prevention, Store Management, Retail Sales, Visual Merchandising, Visual Standards, Associate Development, Merchandising, Window Displays, Retail, District Management, Styling, Fashion, Inventory Management, Apparel, Planograms
Education
Miami International University of Art and Design 1982 — 1984
Associate of Arts (A.A.), Fashion Merchandising
Gardiner Area High School, Gardiner, Maine 1978 — 1982
High School Diploma, Focus on Business
University of Cincinnati July 2013 - Present
Digerati, Inc. October 2012 - July 2013
Wayne State University May 2012 - October 2012
Young Life July 2009 - May 2012
University of Michigan September 2010 - September 2011
Bank of America March 2007 - July 2009
Celebration Associates November 2004 - December 2006
Skills
Student Affairs, Volunteer Management, Leadership, Non-profits, Fundraising, Program Development, Leadership Development, Teaching, Program Management, Student Development, Nonprofits, Career Development, Data Analysis, Student Counseling, Mentoring, International Relations, Social Entrepreneurship, Budgets, Project Coordination, Budget Management, Company Liaison, International Project..., Software Solution Sales, Corporate Partnership..., Relationship..., Technology Software, Technology Solutions, Talent Management, Talent Developer, Strategic HR
Education
University of Michigan 2010 — 2011
Master of Arts (M.A.), Higher Education
Miami University 1998 — 2002
Bachelor of Arts (B.A.), Urban and Regional Planning
Findlay High School
U.S. Bank June 2012 - Present
DePaul University 2012 - Present
Constellation Energy May 2009 - February 2011
JP Morgan Chase June 2004 - May 2009
Bank of America April 2005 - June 2006
Bank One January 1991 - June 2004
Fifth Third Bank July 1980 - January 1991
Skills
Credit Risk Management,..., Adjunct Professor,..., Portfolio Management, Capital Markets, Credit, Risk Management, Investment Banking, Credit Risk, Investments, Banking, Loans, Equities, Commercial Banking, Loan Origination, Underwriting, Trading, Business Development
Education
University of Cincinnati College of Business 1981 — 1985
MBA, Finance
Miami University 1976 — 1980
BS, Finance
First Ohio Home Finance October 1996 - Present
Bank of America January 1996 - February 1997
Associates Financial Services 1992 - 1996
Citifinancial 1992 - 1996
Skills
Mortgage Lending, FHA, Purchase, Refinance, Mortgage, Loans, Mortgage Banking, USDA, VA, Loan Origination, Credit, VA loans, Leadership, Commercial Lending, Investment Properties, Credit Analysis, Residential Homes, Real Estate Transactions, Reverse Mortgages, Selling, Residential Mortgages, Underwriting, Real Estate, Commercial Mortgages, FHA financing, Finance, Real Estate Financing, First Time Home Buyers, Sales Management, Banking, Loss Mitigation, Sales, REO, Certified Mortgage..., Construction Loans, Sellers, Small Business Lending, Mortgage Underwriting, Real Estate Economics, Investors, Investments, HUD, Funding, Home Equity Loans, Loan Servicing, Government Loans, Home Equity Lines of..., Rates, Financial Structuring, Closings
Education
Miami University 1988 — 1992
Bachelor, Business, Marketing
Westerville South H.S. 1987 — 1990
Highschool Diploma
YP ADVERTISING formerly AT&T Advertising Solutions February 2013 - Present
YP July 2012 - January 2013
AT&T Advertising Solutions January 1984 - May 2012
Bank of America November 1984 - November 1988
Skills
SEO, PPC, Social Media Marketing, Direct Mail, Marketing, Web Marketing, Sales, Mobile Devices, SEM, Online Advertising, Advertising Sales, Advertising, Competitive Marketing..., Digital Marketing, Email Marketing, Public Relations, Direct Marketing, Online Marketing, Notary Public, Florida Notary, Event Planning, Creative Direction, Marketing Strategy, Event Management, Lead Generation, Mobile Marketing, Local Search, Search Advertising
Education
Miami Coral Park Sr. High 1976 — 1979
High School Diploma, General
Miami Dade College 1979 — 1984
Health and Physical Education/Fitness
Bank of the West June 2014 - Present
Spring Studio November 2012 - May 2014
Moody's Corporation August 2009 - March 2012
Bank of America 2004 - 2009
FleetBoston Financial 1998 - 2004
Thunder House Online Marketing Communications / Weber Public Relations Worldwide 1994 - 1998
Skills
User-centered Design, Information Architecture, Interaction Design, Personas, Sitemaps, Requirements Gathering, Wire Framing, User Experience, Task Analysis, Prototyping, User Scenarios, Design Strategy, Agile, Heuristic Evaluation, Visio, Fireworks, Usability Testing, Experience Design, Agile Methodologies, Wireframes, Manage Client..., Persona, Team-oriented, Visual Design, Mobile Devices, User Research, Site Maps, Adobe Fireworks, User Experience Design, Creative Direction, User Interface, User Interface Design, OmniGraffle, Usability Engineering, Mobile Design, Information Design, Web Applications, Usability, Mobile Applications, E-commerce, Human Computer...
Education
Miami University 1986 — 1990
Bachelor of Arts, Political Science
Miami University 1986 — 1990
Bachelor of Philosophy, Interdisciplinary Studies Program
The North Highland Company January 2012 - Present
Addison Whitney December 2002 - December 2011
Bank of America July 2002 - December 2002
Parker Hannifin July 1999 - March 2002
Skills
Marketing Strategy, Project Management, Business Strategy, Business Process..., Prosci Change..., Operations Management, Change Management, Cross-functional Team..., Strategic Planning, Strategy, Team Leadership, Management Consulting, Integration, Leadership, CRM, Business Development
Education
Miami University 1994 — 1999
BS, Applied Science
The Huntington National Bank 2015 - Present
Equipment Leasing & Finance Foundation October 2013 - Present
ELFA Financial Institutions Business Council Steering Committee October 2013 - Present
Huntington National Bank January 2013 - Present
Huntington National Bank October 2001 - Present
Equipment Leasing & Finance Foundation 2011 - October 2013
US Bank December 1995 - September 2001
Bank of America January 1994 - August 1995
Skills
Underwriting, Mergers, Sales Management, Negotiation, Deal Structuring, Corporate Development, Operation, Credit, Equipment Finance, Credit Analysis, Portfolio Management, Loans, Banking, Structuring, Financial Analysis, Small Business Lending, New Business Development, Credit Risk, Due Diligence, Funding, Commercial Banking, Strategic Planning, Structured Finance, Asset Based Lending, Commercial Lending, Budgeting, Business Strategy, Corporate Finance, Business Planning, Financial Modeling, Pricing, Leases, Capital Markets, Compliance, Risk, Finance, Relationship Management, Financial Risk, Financial Structuring, Start-ups, Executive Management, Treasury Management, Mergers & Acquisitions, Strategy
Education
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
Miami University 1989 — 1993
Business, Accounting & Finance
Bank of America June 2010 - Present
Tek Systems September 2009 - June 2010
Dassault Systemes 2006 - December 2009
Dassault Systemes 2002 - 2006
Dassault Systemes 1998 - 2002
IBM 1995 - 1998
IBM 1983 - 1995
Education
Rice University 1982 — 1983
Exxon Fellowship, Electrical Engineering (Computer Science)
Miami University 1978 — 1982
BS, Mathematics
Miami University 1978 — 1982
BS, Systems Analysis
Bank of America May 2015 - Present
ThinkVine November 2013 - May 2015
dunnhumby June 2010 - November 2013
University of Tennessee August 2009 - July 2011
Lakota Local Schools August 2008 - December 2008
People Building People May 2007 - August 2007
Skills
Analytics, Statistical Modeling, Statistics, SAS, Predictive Modeling, SAS programming, Data Analysis, Analysis, R, Predictive Analytics, Customer Insight, Logistic Regression, Segmentation, Data Mining, SPSS, Consumer Behaviour, Brand Loyalty, Marketing Research, Quantitative Research, Cluster Analysis, Business Analytics, Machine Learning, Neural Networks, Agent-based Modeling, Agent-based Simulation
Education
University of Tennessee-Knoxville 2009 — 2011
Master of Science, Statistics, 4.0
Miami University 2004 — 2008
Bachelors in Science, Mathematics and Statistics
PC-Doctor, Inc. April 2013 - Present
Nevada Supreme Court April 2012 - April 2013
Join, Inc. March 2012 - April 2012
Join, Inc. December 2011 - March 2012
Visa (a.k.a., Visa International; Inovant, LLC and Visa, Inc.) 2000 - 2011
Century Conversions Corp 1989 - 2000
Steefel, Levitt & Weiss 1987 - 1989
Innovative Directions, Inc. 1986 - 1987
Bank of America 1981 - 1986
SRI International 1978 - 1981
Skills
Requirements Analysis, Business Analysis, Systems Analysis, Problem Solving, Troubleshooting, Test Planning, Test Cases, Mentoring, Documentation, Writing, Software Development, Eclipse, Java, HTML, XML, Windows, Linux, Solaris, Unix, Shell Scripting, Quality Center, Software Quality..., Testing, Test Automation, Black Box Testing, Regression Testing, Manual Testing, User Acceptance Testing, Microsoft Office, Word, PowerPoint, Excel, MS Project
Education
University of Nevada-Reno 2000 — 2002
Computer Science
The Ohio State University 1976 — 1978
Master of Applied Statistics, Statistics
Miami University 1974 — 1976
Master of Arts, Sociology
Ohio Northern University 1971 — 1974
Bachelor of Arts, Mathematics and Sociology
U.S. Trust March 2014 - Present
Capital Real Estate Solutions ♦ CRES March 2009 - February 2014
Bank of America 2007 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Wells Fargo July 1998 - October 2006
Lincoln Financial Group January 1989 - July 1998
Skills
Valuation, Asset Management, Due Diligence, Portfolio Management, Asset Managment, Disposition, Capital Markets, Real Estate Economics, Mezzanine, Restructuring, Real Estate Private..., CMBS, Financial Analysis, Project Finance, Structured Finance, Securitization, Loans, Finance, Loan Origination, Securities, Real Estate Financing, Banking, Brokerage, Real Estate Development, Private Equity, Location Intelligence, Private Placements, Funding, Investment Management, Real Estate Banking, Distressed Debt, Real Estate Lending, Acquisitions, Multifamily Real Estate, Commercial Real Estate, Debt Management, Relationship Management, Real Estate Investment, Underwriting, Mortgage Backed..., Investment Analysis, Commercial Mortgages, Workouts, Cross Selling, Dispositions, Investments, Financial Structuring, Management
Education
Miami University
BS, Economics & Finance
University of Tampa
MBA
Wake Forest University
MA
Bank of America 2012 - 2013
C2K ATM Solutions 2010 - 2012
Suburban Federal Savings Bank 2007 - 2008
GreenPoint Mortgage January 2005 - August 2007
Companion Care of America 2004 - 2005
Office Depot 1996 - 2004
Cincinnati Sub-Zero 1990 - 1993
Education
Miami University
Bachelor of Science, Manufacturing Engineering
Bank of America January 2007 - Present
Education
Miami Dade College 2011 — 2019
Miami Dade College 2007 — 2010
Brook Furniture Rental June 2013 - Present
NCR Corporation November 2010 - May 2013
AT&T April 2006 - November 2010
AT&T March 2005 - March 2006
AT&T April 1996 - February 2005
National Linen Service February 1992 - March 1996
Bank of America March 1986 - 1989
Skills
Product Management, Cross-functional Team..., Vendor Management, Strategy, Telecommunications, E-commerce, Strategic Planning, Online Marketing, Management, Process Improvement, Marketing, Analytics, Sales, Online Advertising, Lead Generation, Customer Experience, Strategic Partnerships, Sales Management, Selling, Product Marketing, CRM, Competitive Analysis, SaaS, Salesforce.com, Account Management
Education
Miami University
BS, Finance
The University of Chicago - Booth School of Business
MBA, Marketing
Radian Guaranty, Inc March 2008 - October 2011
Radian Guaranty, Inc. March 2008 - October 2011
SunTrust Mortgage July 2010 - October 2010
Bank of America January 2007 - December 2007
Wells Fargo Home Mortgage October 2005 - November 2006
AmTrust Bank, A Division of New York Community Bank October 1997 - September 2005
Ohio Savings Bank 1997 - 2005
Skills
Mortgage Lending, Loans, Loan Origination, FHA, VA loans, Business Development, Underwriting, Loss Mitigation, Credit, Credit Risk, Risk Management, Credit Analysis, Mortgage Underwriting, Commercial Mortgages
Education
Miami University 1982 — 1986
Bachelor of Science, Business Administration: Major - Marketing; Minor - International Business
Bank of America February 2015 - Present
Bank of America February 2014 - January 2015
Bank of America January 2013 - January 2014
Bank of America July 2011 - December 2012
Northern Trust February 2011 - July 2011
Northern Trust October 2010 - January 2011
Northern Trust March 2010 - September 2010
Northern Trust August 2009 - February 2010
Northern Trust October 2008 - July 2009
Northern Trust February 2008 - September 2008
Skills
Bloomberg, Derivatives, Fixed Income, Python, VBA, Visual Basic, American Sign Language, Project Management, Visio, FpML, XML, Credit Derivatives, Capital Markets, Trading, Equities, Middle Office, Securities, Microsoft Excel, Matlab, Dodd-Frank, Front Office, Management, Leadership, Conflict Resolution, Intellectually Curious, Business Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2016
MBA, Quantitative Finance, Management
Miami University 2002 — 2006
B.S. in Finance and a minor in International Studies
PNC Mortgage September 2011 - Present
Fifth Third Mortgage June 2008 - May 2011
Bank of America October 2007 - June 2008
LaSalle Bank 2006 - 2007
Skills
FHA, Mortgage Lending, Refinance, First Time Home Buyers, VA, Mortgage Industry, Mortgage, Loan Origination, Home Equity, Loans, Residential Mortgages, FHA financing, Real Estate, Mortgage Banking, Short Sales, VA loans, Government Loans, Certified Mortgage..., Reverse Mortgages, USDA, Mortgage Underwriting, Home Equity Loans, Home Equity Lines of..., Non-Conforming, Mortgage Marketing, 203K, Real Estate Financing, FHA Financing, VA Loans
Education
Miami University 1984 — 1989
Bachelor of Science (B.S.), Marketing
Libertyville High School 1980 — 1984
Bank of America 2014 - Present
Wells Fargo March 2013 - February 2014
Bank of America February 2014 - 2014
Bank of America April 2011 - March 2013
Bank of America August 2009 - April 2011
Bank of America June 2008 - August 2009
Skills
Banking, Credit, Customer Service, Loans, Commercial Banking, Retail Banking, Small Business Lending, Relationship Management, Risk Management, Credit Risk, Credit Analysis, Mortgage Lending, Lines Of Credit, Commercial Lending, Consumer Lending
Education
Miami Dade College
Bachelor’s Degree, Business Administration and Management, General
Pickerington Local School District August 2015 - Present
Bank of America May 2013 - February 2015
Ohio Savings Bank February 2002 - March 2003
Fidelity Mortgage June 2001 - January 2002
CitiStreet March 2000 - June 2001
Sky Financial Solutions, nka Bank of America Practice Solutions March 1997 - March 2000
Skills
Fundraising, Non-profits, Budgets, Project Management, Public Speaking, Strategic Planning, Staff Development, Public Relations, Event Planning, Microsoft Office, Leadership, PowerPoint, Social Media, Event Management, Research, Customer Service, Coaching, Strategic Communications, Community Outreach, Employee Relations, Performance Management, Sales, Volunteer Management, Brand Development, Program Development, Account Management, Microsoft Word, Microsoft Excel, Nonprofits, Finance, Loans
Education
Miami University 1990 — 1991
Bank of America August 2015 - Present
ULYSSE NARDIN November 2014 - August 2015
Northwestern Mutual November 2013 - November 2014
BCBG Max Azria August 2011 - November 2013
Deutsche Bank March 2003 - November 2009
Skills
Photoshop, Social Media, Social Media Marketing, Advertising, Microsoft Office, Adobe Creative Suite, Apparel, Event Planning, Facebook, Fashion, Illustrator, Merchandising, Retail, Social Networking, Styling, Visual Merchandising, Trend Forecasting, Window Displays
Education
Miami International University of Art and Design 2010 — 2013
Bachelor of Arts (B.A.), Fashion Merchandising
SAO May 1992 - Present
Bank of America February 1987 - May 1992
ESP Industries, Inc. March 1986 - February 1987
Skills
Legal Assistance, Computers, Litigation Support, Pleadings, Translation, General Administrative..., Microsoft Office, Document Preparation, Filing, Corporate Law, Bookkeeping, Marketing, Office Management, Commercial Banking, Regulatory Filings, Intellectual Property, Dictaphone, Branch Banking, Office Administration, Confidentiality, Calendaring, Civil Litigation, Legal Writing, Appeals, Microsoft Word
Education
Miami Dade College 1980 — 1983
EXECUTIVE SECRETARY, Associate in Science in Secretarial Careers
Wells Fargo June 2014 - Present
Bank of America May 2013 - June 2014
GE Capital September 2012 - May 2013
Bank of the West August 2011 - September 2012
Zurich Financial Services November 2008 - August 2011
Zurich Financial Services January 2008 - November 2008
Zurich Financial Services May 2006 - August 2006
PepsiCo May 2005 - July 2005
Skills
Financial Analysis, Quantitative Risk..., Underwriting, Market Research, Marketing Research, Large-scale Data..., Data Visualization, Sales, Customer Service, Economic Research, Bloomberg Terminal, SAS, SNL, SAS Enterprise Guide, Credit Card Analytics, Credit Analysis, Insurance, Business Analysis, Analytics, Negotiation, Strategy, Financial Risk, Financial Modeling, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2011
MBA, Finance
Miami University 2002 — 2006
B.S., Organizational Leadership & Marketing. Secondary focus in MIS & Mathematics
Bank of America Merchant Services August 2014 - Present
Bank of America 2002 - 2012
Bank of America 2002 - 2012
Skills
Cross Selling, CRM, Retail Banking, Commercial Banking, Credit, Loans, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Mortgage Banking, Risk Management, Relationship Management, Credit Cards, Loan Origination
Education
Charon Williams College
Airline, Travel and Tourism
Miami Dade College
Bank of America July 2014 - Present
Bank of America July 2013 - Present
Bank of America June 2012 - Present
PlanITROI January 2012 - June 2012
Bluestar Telephone Consulting, Inc. May 2011 - January 2012
PlanITROI September 2010 - February 2011
PlanITROI May 2010 - September 2010
Skills
Finance, Budgets, Process Improvement, Forecasting, Competitive Analysis, CRM, Auditing, Customer Service, Training, Microsoft Excel, Sales, Managerial Finance, Management, Financial Analysis, Recruiting
Education
University of Florida 2009 — 2011
Bachelor of Science, Business Administration - Finance
Miami Dade College 2007 — 2009
Associate's Degree, Business Administration
Tichon Harel - Israel 2003 — 2006
Bank of America October 2010 - Present
kmart May 2007 - April 2011
Skills
Customer Service, Banking, Sales, Payments, Teamwork, Team Leadership, Retail, Microsoft Word, Invoicing, Mortgage Lending, Credit Cards, Deposits, Outlook
Education
Miami Dade College 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Miami Dade College 2014 — 2014
Associate's degree, Business Administration and Management, General
Broward College 2007 — 2010
Associate's degree, architecture
hallandale high 2004 — 2007
high school diploma, Computer Science
Bank of America October 2012 - Present
Bank of America January 2012 - October 2012
Bank of America September 2007 - December 2011
Bank of America April 2005 - September 2007
MBNA America Bank, N.A. November 2004 - April 2005
MBNA America Bank, N.A. November 2002 - November 2004
MBNA America Bank, N.A. November 2000 - November 2002
MBNA America Bank, N.A. February 1999 - November 2000
Northwestern Mutual Life May 1998 - February 1999
Skills
CRM, Credit Cards, Marketing Strategy, Financial Services, Banking, Marketing, Leadership, Negotiation, Sports Marketing, Sponsorship Activation, Manage Client..., Sponsorship, Sales, Team Management, Portfolio Management, Management, Risk Management, Account Management, Insurance, Strategic Planning, Credit, Direct Marketing, Mergers & Acquisitions, Relationship Management, Strategy, Loans, Consumer Lending, Mortgage Lending, Executive Management
Education
Miami University 1994 — 1998
Bachelor of Arts
Bank of America August 2011 - Present
Merrill Lynch 2009 - 2011
Merrill Lynch April 2005 - March 2009
Merrill Lynch February 2004 - April 2005
Merrill Lynch April 2000 - February 2004
Merrill Lynch Investment Managers February 1998 - 2000
Merrill Lynch August 1997 - February 1998
Skills
Banking, Series 7, Treasury, Bloomberg, Financial Analysis, Investments, Hedge Funds, Credit, Capital Markets, Financial Services, Securities, Credit Analysis, Mutual Funds, Funding, Finance, Alternative Investments, Loans
Education
Miami University 1993 — 1997
BS
Wells Fargo Advisors April 2014 - Present
TIAA-CREF (TTI) October 2013 - April 2014
Ally Financial (formerly GMAC) October 2009 - March 2013
Exervio Management Consulting March 2008 - December 2008
Wachovia Bank July 2006 - February 2008
Exervio / Ajilon June 2005 - July 2006
Global Compliance January 2004 - June 2005
Bank of America June 2002 - November 2003
Bank of America June 2000 - June 2002
Carolina Sports and Fitness Magazine August 1996 - November 2000
Skills
Vendor Management, Voice of the Customer, Customer Experience, Loyalty Programs, Qualitative Research, Focus Groups, Internal Communications, Research, Project Management, Product Management, Brand Loyalty, Sarbanes-Oxley Act, Management Reporting, Training Manuals, SOX, Management, Risk Management, Strategy, Process Improvement, E-commerce, Training, Management Consulting, PMO, Analytics, Customer Satisfaction, Governance, Project Planning, Relationship Management, Basel II, Program Management, Travel Photography, Photography, Adobe Creative Suite, Lightroom, Clarity, Business Objects, Leadership, Six Sigma, SharePoint, Data Analysis, Requirements Gathering, Banking, Project Portfolio..., Project Delivery, Financial Services, SDLC, Business Process..., Visio, Access, Business Process
Education
Miami University 1990 — 1994
BA, English Journalism
Miami University
Bachelor of Arts (B.A.), Journalism
Bank of America March 2011 - March 2012
Florida Foreclosure Law Group 2012 - 2012
Transportation Resources Insurance Agency January 2008 - March 2009
BankUnited April 2007 - December 2007
First NLC Financial Services September 2006 - April 2007
Aames Home Loan October 2003 - September 2006
Skills
Mortgage Modification, Mortgage Lending, Mortgage Servicing, Mortgage Marketing, Refinance, Loan Origination, Loan Servicing, Underwriting, Residential Homes, Investment Properties, Banking
Education
Miami Dade College 1988 — 1998
Northern Arizona University
Amazon June 2012 - Present
Tommy Bahama June 2008 - June 2012
Washington Mutual, now part of JPMorgan Chase June 2006 - June 2008
Bank of America July 2005 - June 2006
Vital Processing Services, now TSYS Acquiring Solutions August 1999 - July 2005
Southwest Student Services, now part of Sallie Mae 1996 - 1999
Thomson Reuters 1995 - 1996
Skills
Budget Management, Process Improvement, Forecasting, Financial Analysis, Financial Planning, P&L Management, Financial Systems..., Month End Close, Cognos, Hyperion, SAP,..., Staff Development, Board Presentations, Site Selection
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Finance
Total Nutrition Technology November 2014 - Present
Harris YMCA 2007 - Present
Carolinas Medical Center January 2014 - April 2014
Carolinas Diabetes Center December 2013 - January 2014
Sysco October 2013 - October 2013
Charlotte Mecklenburg Schools Child Nutrition September 2013 - October 2013
Winthrop University 2009 - May 2013
Bank of America 1989 - 2004
Skills
Nutrition, Fitness, Wellness, Teaching, Public Speaking, Project Management, Process Improvement
Education
Winthrop University 2009 — 2013
Master of Science (M.S.), Human Nutrition
Miami University 1985 — 1989
BS Business, Organizational Design
Federal Reserve Bank of Cleveland September 2014 - Present
Sony Pictures Entertainment October 2012 - August 2014
KeyCorp August 2008 - October 2012
Bank of America June 2006 - July 2008
Stifel Nicolaus May 2005 - August 2005
Skills
Quantitative Analysis, Project Management, Client Management and..., Data Analysis, Financial Analysis, Leadership, Strategy, CRM, Quantitative Analytics, Financial Modeling, Deferred Compensation, Human Resources, Consultation, Analysis, Risk Management, Microsoft Office
Education
Cleveland State University 2011 — 2012
Master of Business Administration, Global Business and Marketing
Miami University 2002 — 2006
Bachelor of Science, Finance and International Business
State Farm Insurance January 2012 - Present
State Farm Insurance October 2008 - December 2011
Wachovia, A Wells Fargo Company April 2007 - September 2008
Bank of America October 2005 - April 2007
Bank of America February 2005 - October 2005
State Farm Insurance July 2003 - June 2004
State Farm Insurance July 2002 - July 2003
Skills
Insurance, Banking, Credit, Loans, Retail, Sales Management..., Team Leadership, Relationship Management, Leadership, Management, Sales, New Business Development, Sales Management, Sales Operations, Training, Health Insurance, Customer Service
Education
Miami University 1998 — 2001
BS, Business Administration
Stars Professional Multi Services, LLC May 2013 - Present
Self-employed April 2013 - Present
Williams Island January 2007 - Present
Bank of America August 2005 - Present
Bank of america August 2005 - Present
Convergys January 2003 - August 2005
Skills
Loan Modifications, Tax Preparation, Notary Public, credit card repayment..., Translation, Credit, Credit card Settlement, Time Management, Banking, Sales, Accounting, CRM, Training, Customer Service, Small Business, Leadership, Mortgage Lending, Social Media Marketing, Event Management, Public Speaking, Management
Education
University of Phoenix 2009 — 2011
Bachelor's Degree, Business, Management
Miami Dade College 1999 — 2005
Associate of Arts (AA), Education
Black Knight Financial Services 2015 - Present
Black Knight Financial Services March 2014 - Present
Lender Processing Services, Inc. (LPS) June 2012 - Present
Lender Processing Services, Inc. (LPS) December 2009 - January 2012
Bank of America October 2007 - October 2009
Bank of America May 2004 - October 2009
Jacksonville Loan Center March 2006 - October 2007
Direct First Mortgage May 2004 - October 2007
First Mortgage - Jacksonville Loan Center May 2004 - March 2006
American Express 2000 - 2004
Skills
Business Process..., Process Improvement, Six Sigma, Risk Management, Strategy, Management, Operations Management, Leadership, Analysis, Forecasting, Banking, Integration, Quality Assurance, Team Leadership, CRM, Analytics, Process Engineering, Finance, Program Management, Continuous Improvement, Business Analysis, Coaching, Customer Satisfaction, Change Management, SDLC, Business Process, Financial Services, Executive Management, Project Management, Cross-functional Team..., Vendor Management
Education
University of Miami 2006 — 2008
B.S, Industrial Engineering
University of Miami 2002 — 2004
M.S, Management Science in Operations Research and Applied Statistics; Quality Management
University of Miami 1992 — 1994
Industrial Engineering, Engineering
Miami Dade College
School for Advanced Studies
TIAA-CREF May 2014 - Present
Wells Fargo June 2013 - May 2014
Wells Fargo January 2010 - June 2013
Wachovia September 2006 - December 2009
Wachovia August 2004 - September 2006
Bank of America December 2002 - August 2004
Accountants on Call/Ajilon Finance 2001 - 2002
Maxim Group 1999 - 2001
James Martin Middle School 1998 - 1999
Skills
AML, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Management, Sarbanes-Oxley Act, CRM, Recruiting, Human Resources, Internal Audit, Auditing, Operational Risk, Governance, Anti Money Laundering, Consulting, Financial Services, Strategic Partnerships
Education
Miami University 1993 — 1998
BS, Education
RBC
24 Hours of Booty July 2015 - Present
BDA July 2012 - March 2015
NCAA January 2004 - July 2012
NCAA June 2002 - December 2003
Whittman-Hart / marchFIRST November 2000 - June 2002
Bank of America April 2000 - October 2000
Bank of America July 1998 - March 2000
Freeman Enterprises, Inc 1994 - 1995
Nestle Purina 1993 - 1994
Skills
Sports Marketing, Marketing, Sponsorship Sales, Integrated Marketing, Sponsorship, Event Management, Sponsorship Activation, Marketing Strategy, Product Development, Marketing Communications, Social Media Marketing, Digital Marketing, Strategic Partnerships, Sales, Leadership, Event Planning
Education
Wake Forest University 1996 — 1998
MBA, Marketing/Brand Management
Miami University 1991 — 1993
BS, Marketing
University of Tennessee-Knoxville 1989 — 1990
Sycamore HS
CrossHarbor Capital Partners March 2008 - Present
TriSail Capital Corporation June 2006 - March 2008
TriSail Capital Corporation October 2004 - June 2006
Bank of America July 2003 - October 2004
Bank of America June 2001 - July 2003
Skills
Mergers & Acquisitions, Real Estate Economics, Investments, Loans, Real Estate, Private Equity, Finance, Asset Management, Portfolio Management, Financial Analysis, Valuation
Education
Suffolk University Law School 2005 — 2008
Juris Doctor, Business and Financial Law
Miami University 1997 — 2001
Bachelor of Science in Business, Major: Finance; Minors: History & International Business
Roswell High School 1995 — 1997
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Bank of America 2007 - Present
Progressive Corporation 2006 - 2006
Ashton Partners 2004 - 2005
UBS 2002 - 2004
Deloitte Consulting 1998 - June 2001
Skills
Financial Analysis, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Corporate Development, Due Diligence, Cross-functional Team..., Analysis, Banking, Financial Services, Market Research, Team Building, Program Management, CRM
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
Miami University
B.Phil. Interdisciplinary Studies
Phillips Edison & Company September 2014 - Present
Phillips Edison & Company May 2013 - September 2014
Fifth Third Bank April 2012 - May 2013
Fifth Third Bank April 2008 - April 2012
Fifth Third Bank April 2009 - December 2010
Fifth Third Bank September 2006 - April 2008
Bank of America June 2005 - September 2006
Charlotte Center City Partners February 2005 - June 2005
Skills
Talent Management, College Recruiting, Employee Engagement, Coaching, Onboarding, Human Resources, Performance Management, Employee Relations, Interviews, Applicant Tracking..., Sourcing, Succession Planning
Education
Miami University 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill
Bachelor of Arts, School of Journalism and Mass Communication
MetLife December 2013 - Present
Bank of America April 2005 - December 2013
Deutsche Bank 1998 - March 2005
Morgan Stanley 1994 - 1998
Education
Miami University 1991 — 1992
Master of Business Administration (MBA), Organizational Behavior
Miami University 1987 — 1991
Bachelor of Arts (BA), International Studies, Focus: East Asia
The McAdams Group June 2007 - October 2008
Bank of America October 2001 - February 2006
Skills
Management, Risk Management
Education
Miami Dade College 1997 — 1999
Teradata Corporation May 2005 - Present
Fair Isaac Corporation November 2001 - April 2005
Remington Capital December 2000 - November 2001
Bank of America April 1997 - October 2000
Bank of America March 1993 - May 1997
Sovran Funding Corporation July 1986 - March 1993
Skills
Strategic Planning, Data Warehousing, Financial Services, Account Management, Strategic Partnerships, Banking, Business Strategy, Product Development, Mergers, Business Development, Finance, Solution Selling, Investment Banking, Sales, Management, Portfolio Management, Mergers & Acquisitions, Risk Management, Business Intelligence, Strategy, Sales Management
Education
Miami University 1976 — 1980
BS, Finance & Accounting dual major
Bank of America April 2006 - April 2011
Accenture September 1999 - March 2006
Education
Miami University 1996 — 1999
Morgan Stanley April 2014 - Present
Bank of America May 2013 - April 2014
BankUnited 2009 - June 2012
Wachovia April 2005 - July 2009
Wachovia Bank January 2003 - March 2007
Skills
Loans, Credit, Banking, Loan Origination, Mortgage Lending, Small Business Lending, Financial Risk, Commercial Lending, Finance, Investments, Financial Services, Residential Mortgages, Construction Loans, Cross Selling, FHA, Consumer Lending, Commercial Mortgages, Portfolio Management, Funding, Mortgage Banking, Fixed Annuities, Term Life Insurance, Whole Life, Savings, Commercial Banking, 215 Licensing, Series 7, Stocks, Bonds, Options Strategies, Series 66
Education
Miami Dade College 2004 — 2005
Associate of Arts (A.A.), Film/Cinema/Video Studies
Bank of America December 2010 - Present
Bank of America January 1996 - August 2008
Standard Federal Bank January 1993 - January 1996
Standard Federal Bank January 1990 - January 1993
Standard Federal Bank July 1987 - January 1990
Education
Miami University 1983 — 1987
Bachelor of Arts, Business Economics
Bayview Loan Servicing, LLC & Lakeview Loan Servicing LLC June 2013 - Present
Fannie Mae January 2012 - June 2013
GMAC August 2009 - February 2012
GMAC March 2009 - August 2009
Bank of America May 2008 - March 2009
Banc of America Securities LLC 1999 - 2008
Carillon Advisors, Inc June 1996 - April 1999
Skills
Capital Markets, Fixed Income, Structured Finance, Mortgage Lending, Portfolio Management, Loans, Mortgage Banking, Credit, Financial Modeling, Credit Analysis, Valuation, Credit Risk, Banking, Loan Origination, Series 7, Risk Management, Underwriting, Investment Banking, Asset Managment, Financial Analysis, Asset Management, Finance, Investments, CMBS, Securities, Residential Mortgages, Trading, Hedge Funds, Financial Risk, Bonds, Derivatives
Education
Miami University 1992 — 1996
Finance
JP Morgan Chase November 2013 - Present
JPMorgan Chase July 2012 - October 2013
JP Morgan Chase July 2010 - July 2012
Washington Mutual April 2007 - July 2010
Bank of America August 2002 - April 2007
General Electric May 2000 - August 2002
Accenture August 1997 - May 2000
Skills
Banking, Portfolio Management, Financial Services, Six Sigma, Retail Banking, Credit, Risk Management, Vendor Management, Process Improvement, Credit Cards, Loans, Financial Analysis, Commercial Banking, Management, Mortgage Lending, Relationship Management, Credit Analysis, Credit Risk, Small Business Lending, Consumer Lending
Education
Miami University 1993 — 1997
BSBA - Finance; BS - Spanish
St. Charles Preparatory 1989 — 1993
CMG Capital October 2013 - Present
American Bancshares Mortgage May 2013 - October 2013
Bank of America January 2009 - April 2013
Countrywide January 2009 - April 2013
Aurora Loan Services August 2007 - January 2008
BNC Mortgage September 2005 - August 2007
Greenpoint Mortgage March 2003 - September 2005
Skills
Sales Management, Mortgage Lending, Credit, Loans, Underwriting, Loan Origination, FHA, Leadership, Banking, Sales, Refinance, Investment Properties, Real Estate, Mortgage Banking, Finance, Investments, Residential Mortgages, Credit Analysis, Management, FHA Financing, Customer Service, First Time Home Buyers
Education
Miami Dade College 1989 — 1994
Business and Criminal Justice and Corrections
Federal law enforcement training center
Federal LEO, Detention Enforcement Officer (INS)
Green and Gentry CPAs, LLC March 2013 - Present
TBC Corp January 2008 - March 2013
TIAA-CREF April 2007 - November 2007
Bank of America February 1993 - April 2007
Data Access Worldwide October 1989 - February 1993
Heights of Texas, FSB September 1984 - September 1989
Skills
PMO, Process Improvement, Project Portfolio..., Training, Software Documentation, IT Management, MS Project, SharePoint, Account Reconciliation, Accounts Payable, Disaster Recovery, Accounting, Vendor Management, Project Delivery, Business Analysis, PMP, Business Process...
Education
Western Carolina University 2007 — 2008
MPM, Project Management, 4.0 GPA
Winthrop University 2005 — 2007
Executive MBA, Business Administraton, 3.5 GPA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
BSBA, Management, 3.6 GPA
Miami Dade College 1990 — 1993
A.A., Business Information Systems, 3.2 GPA
Sheridan Healthcorp August 2010 - Present
Sheridan Healthcorp July 2010 - Present
TerraBank, N.A. July 2008 - November 2010
Great Florida Bank March 2006 - July 2008
Washington Mutual October 2004 - March 2006
Bank of America February 1989 - November 2004
Skills
AML, Microsoft Office, Banking, Customer Service, Bank Secrecy Act, Loans, USA PATRIOT Act, Invoicing, Access, Mortgage Lending, Accounting, Corporate Finance, Financial Analysis, Internal Audit, Team Leadership, Financial Reporting, Risk Management, Data Entry, Analysis, Spanish, Cash Management, Finance, PowerPoint, Leadership, Outlook, Payments, Team Building, Retail Banking, Microsoft Excel, Credit Analysis, Financial Risk, Microsoft Word, English, Commercial Banking, Internet Explorer, OFAC, Teamwork, Enterprise Risk..., Fraud, Credit, Accounts Receivable, Medical Billing, Reimbursement, Healthcare Reimbursement, Insurance verification, Medical insurance
Education
Miami Dade College 2009 — 2009
Compliance Certification, Anti money Laundering/BSA Compliance Training 2009
Miami Dade College 1988 — 1989
College requirements
Lyndsey Hopkins 1987 — 1988
Bank of America March 2005 - Present
Wachovia Bank January 1999 - March 2005
Fleet Bank June 1996 - December 1998
Early, Cloud & Company 1992 - 1996
Education
Old Dominion University 1983 — 1985
B.S., Computer Science
Miami University 1981 — 1983
Pre-Engineering Physics
Apollo Education Group March 2015 - Present
Apollo Education Group November 2011 - March 2015
CoreNet Global - Arizona Chapter March 2013 - February 2015
CoreNet - Chicago Chapter September 2011 - January 2012
Bank of America February 2009 - September 2011
CoreNet Global 2008 - August 2011
Bank of America September 2007 - February 2009
Bank of America July 2006 - September 2007
Bank of America June 2005 - July 2006
IBM Global Services September 2001 - June 2005
Skills
Six Sigma Green Belt..., MCR Certification in..., Corporate Real Estate, Facilities Management, Strategic Planning, Customer Relations, Conflict Resolution, Portfolio Management, Budgeting, Property Management, Financial Analysis, Real Estate, Mergers, Change Management, Forecasting, Process Improvement, Strategy, Mergers & Acquisitions, Budgets, Negotiation, Management, Real Estate Economics, Leadership, Contract Management, Team Building, Commercial Real Estate, Project Planning, Analysis, Project Management, Contract Negotiation, Finance, Program Management
Education
University of Georgia - Terry College of Business 2004 — 2005
MBA, Real Estate, Finance, and Risk Management
Miami University 1995 — 1999
Bachelors, Finance
Bank of America May 2008 - Present
RBC Bank April 2008 - April 2008
Indymac Bank March 2006 - March 2008
Accredited Home Lenders June 2002 - March 2006
North American Mortgage February 2000 - May 2002
Education
Miami Dade College 1975 — 1976
Bank of America January 2013 - Present
Bank of America: Practice Solutions December 2011 - January 2013
GBQ Partners October 2009 - May 2012
Ashland May 2008 - August 2008
Ashland May 2007 - August 2007
Skills
Financial Analysis, Auditing, Accounting, Microsoft Office, Analysis, Leadership, Financial Reporting, Management, Sales, Commercial Lending, Small Business Lending
Education
Miami University 2005 — 2009
Bachelor of Science, Accounting
Southern Gear August 2012 - Present
Bank of America September 2006 - May 2011
Personal BankerBank of America September 2006 - May 2011
The Home Depot September 2001 - February 2006
Comp Benefits in July 2001 - August 2001
T-Mobile September 1999 - July 2001
Skills
Mortgage Lending, Customer Relations, Customer Retention, Teamwork, Debt Collection, Sales Management, Strategic Planning, Risk Management, Customer Service, Leadership
Education
Miami Dade College 2014 — 2018
Associate's degree, Business Administration and Management, General
Gold Coast School of Real Estate
Mortgage Broker
Bergen County Technical School
Lowe's Companies, Inc. May 2015 - Present
Financial Services Professional January 2013 - May 2015
Various part time positions March 2013 - April 2015
Susan G. Komen for the Cure - Chicagoland Area June 2013 - January 2014
CNA July 2009 - October 2012
Bank of America September 2006 - April 2009
Bank of America October 2005 - September 2006
Edward Jones & Chase Securities June 2003 - October 2005
CNA Insurance March 1996 - May 2003
HSBC September 1990 - March 1996
Skills
Commercial Banking, Treasury Management, Cash Management, Relationship Management, Sales, New Business Development, Client Prospecting, Financial Analysis, Credit Analysis, Credit, Investments, Risk Management, Insurance, Asset Managment, Cash Flow Forecasting, Fixed Income, Coaching Staff, Staff Development, Public Speaking, Banking, Consultative Sales..., Home Improvement, Finance, Leadership, Financial Reporting, Cash Flow, Capital Markets, Analysis, Loans, Financial Services, Forecasting, Treasury
Education
The University of Chicago - Booth School of Business
MBA
Miami University
BS
Lehman HS
SunTrust Bank November 2010 - Present
Bank of America November 2007 - October 2008
SunTrust Bank April 2003 - November 2007
Skills
Customer Service, Advertising, Public Speaking, Small Business, Financial Planning, Telephone Skills, Professional Networking
Education
Miami University 1992 — 1996
BS, Organizational Behavior, Sociology
Global Debt Registry, LLC 2011 - Present
SallieMae 2010 - 2011
Bank of America – West Division Retail Mortgage Executive 2008 - 2009
Bank of America 2006 - 2008
MBNA Spain 2004 - 2006
MBNA 1993 - 2005
Skills
Credit Cards, P&L, Executive Management, Retail Banking
Education
Miami University 1989 — 1993
Bachelor of Arts, Political Science
Bank of America February 2015 - Present
Bank of America 2001 - Present
Bank of America 2009 - February 2015
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 1999 - 2006
Skills
Mergers & Acquisitions, Risk Management, Financial Risk, Management, Credit, Portfolio Management, Financial Structuring, Credit Risk, Capital Markets, Team Building, Banking, Investment Banking, Negotiation, Finance, Process Improvement, Strategy, Leadership, Commercial Banking, Credit Analysis, Underwriting, Loans, Loan Origination
Education
Miami University 1989 — 1993
BS, Finance
Westerville South
Vestavia Hills Elementary - Liberty Park PTO January 2009 - Present
Bank of America 1990 - 2001
Education
Miami University 1985 — 1990
Bachelor's, Organizational Behavior, Personnel, Business Information Systems
Bank of America September 2001 - Present
Countrywide Home Loans 2001 - 2009
Mindflow 2000 - 2001
Anthem Blue Cross Blue Shield 1998 - 2000
SDRC 1991 - 1998
CBIS 1989 - 1991
SAMI Burke Marketing 1986 - 1989
Access 1984 - 1986
Burke Marketing Research 1983 - 1984
Skills
SDLC, IBM iSeries, DB2, Disaster Recovery, RPG, SOA, IT Strategy, Business Analysis, Websphere, IT Management, SQL, Integration, Requirements Analysis, Agile Methodologies, Visio, Software Project..., Systems Analysis, Database Design, Data Warehousing, Enterprise Architecture
Education
Franklin High School
High School, High School
Miami University
BA, Systems Analysis
University of Cincinnati College of Business
MBA, Quantative Analysis
PennyMac August 2013 - Present
MGIC 2001 - August 2013
Radian August 2005 - March 2007
Commonwealth United/National City Mtg 2004 - 2005
Countrywide 2004 - 2004
Bank of America 2002 - 2004
PMI 2001 - 2001
Countrywide Home Loans February 1999 - October 2000
United Mtg Investors 1997 - 1998
Charter Bank 1995 - 1997
Skills
Mortgage Underwriting, Mortgage Lending, Residential Mortgages, Loan Origination, FHA, Loans, Underwriting, Credit, Mortgage Banking, Foreclosures, Credit Analysis, Refinance, Credit Risk, Banking, Loan Servicing, Management, Loss Mitigation, Financial Risk, Consumer Lending, Retail Banking, Risk Management
Education
Kaplan University 2008 — 2009
Certificate Personal Financial Planner, Personal Financial Planning
University of Miami 1983 — 1985
Computer Science/Electrical Engineering
Miami Dade College
AA, Computer Science
Grand Valley State University August 2013 - May 2015
MAW Moving 2015 - 2015
MAW Moving 2015 - 2015
Carolinas Healthcare System December 2011 - December 2012
Vanguard March 2010 - January 2012
Bank of America February 2008 - December 2008
Deloitte & Touche September 2006 - January 2008
MAW Aviation Supply September 2002 - May 2005
University Moving & Storage 1997 - 2001
Skills
Financial Analysis, Healthcare Industry, Big 4, Forecasting, Budgeting, Microsoft Excel, Excel, E-commerce, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Supply Chain, Supply Chain Management, Budget Management, Budget Process, Auditing, Financial Planning, Investments, Financial Statements, Financial Markets, Data Analysis, SAP, Data Mining, Strategic Planning, Access, Business Strategy, Strategy, Inventory Management, Analytics, PowerPoint, JavaScript, Banking, Investment Banking, HTML, GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters
Miami University 1997 — 2001
BA
East Grand Rapids High School
JPMorgan Chase February 2013 - Present
Bank of America January 2005 - July 2012
Huntington National Bank 2003 - 2004
KeyBank 1991 - 2003
Deloitte & Touche 1989 - 1991
Skills
Credit, Commercial Banking, Middle Market, Commercial Lending, Credit Analysis, Treasury Management, Loans, Portfolio Management, Financial Analysis, Small Business Lending, Banking, Underwriting, Asset Based Lending, Cash Management, Credit Risk, Direct Sales, Lines Of Credit, Consumer Lending, Loan Origination
Education
Case Western Reserve University - Weatherhead School of Management 1994 — 1998
MBA
Miami University 1985 — 1989
B.S., Accounting
Student Operations and Area Recruiting ManagerUSA Parking SystemSeptember 2011 - September 2012
Bank of America 2009 - 2011
Park One of Florida 2008 - 2008
JW Marriott Hotel, MDM Group 2000 - 2008
TGI Fridays 1998 - 2000
Skills
Customer Service, Outlook, Hospitality, Hiring, Customer Satisfaction, Operations Management, Team Management, Multi-location..., Training, Account Management, Operating Budgets, Retail Banking, Technology, Retail Sales, Customer Experience, Long-term Customer..., Employee Training, Animal Training, Building Relationships, Microsoft Excel, PowerPoint, Human Resources, Talent Management, Recruiting, Sales Management..., Interviews, Employee Relations, Leadership, Organizational..., Sourcing, Team Building, Strategic Planning, Team Leadership, Management, New Business Development, Negotiation, Sales Management
Education
Miami Dade College 2001 — 2014
Associate of Arts (AA), Business Administration and Management, General
Southwest Miami Senior High School 1995 — 1998
Diploma, Business Administration and Mathematics
Niear January 2015 - Present
Sociable Condo January 2013 - January 2015
6000 Collins September 2009 - January 2013
Bank of America December 2008 - August 2009
Skills
Web Design, Web Development, Project Management, Product Development, PHP, Social Media Marketing, Entrepreneurship, Social Media, E-commerce, Social Networking, Advertising, Photoshop, Product Management, Presentations, Product Design, Strategic Planning, User Analysis, Web Interface Design, User Experience, End User Training, Production Planning, Team Leadership, Marketing
Education
Mississippi University for Women 2005 — 2008
Biology Pre Med
Miami International University of Art and Design
American Express Travel April 2011 - July 2011
US Census Bureau April 2010 - June 2010
Bank of America July 2009 - January 2010
Delta Air Lines December 2002 - September 2006
Magellan Health Services January 1998 - January 1999
Airtran Airlines January 1997 - January 1998
Education
Miami Dade College
Social Work
Miami University
PNC Bank 2013 - 2014
KeyBank September 2010 - January 2012
Bank of America September 2002 - February 2010
Key Bank USA, N.A. 1998 - 1999
KeyBank 1995 - 1998
KeyBank 1993 - 1995
Society Bank (predecessor to KeyBank) 1990 - 1993
TrustCorp (predecessor to Society Bank/KeyBank) 1986 - 1989
Skills
Profit & Loss Management, Department Management, Product Development, Project Management, Performance Optimization, Policy Design, Program Deployment, Training & Coaching, Small Business Sales, Credit Risk, Credit Review, Branch Management, Credit, Process Improvement, Loans
Education
Miami University
Bachelor of Science, English, Education
Miami University
Master of Science, Personnel Counseling
Ram Financial Corp May 2013 - Present
Alberto Insurance April 2011 - Present
Allstate April 2009 - January 2011
Cardillo Insurance Agency July 2007 - April 2009
Bank of America July 2006 - July 2007
American Homes Real Estate June 2004 - July 2006
Solutions Mortgage Direct June 2004 - July 2006
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Office Management, Property & Casualty..., PowerPoint, Commercial Insurance, Real Estate Negotiating, Sales&Marketing, Sales Growth, Loan Origination, Real Estate Transactions
Education
Miami Dade College 2006 — 2013
Associate's degree, Political Science and Government
Bank of America 2009 - 2011
Easy Mortgage March 2000 - June 2005
Skills
Sales Operations, Computers, Programming, Auto Parts
Education
Miami Dade College 1991 — 1995
Saul Delgado 1985 — 1988
Bachelor's degree, Pre Universitario
Bank of America 1986 - 2012
Education
Miami Lakes Educational Center 1983 — 1984
Cashier
North Miami Beach Sr High 1982 — 1984
High School Diploma
Bank of America January 2012 - Present
Bank of America January 2004 - December 2011
Education
Miami University 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Bank of America August 2015 - Present
Skills
Banking, Retail Banking, Risk Management, Credit
Education
Miami Dade College 2002 — 2004
Art History, Criticism and Conservation
jugofresh June 2015 - Present
Bank of America April 2013 - June 2015
The Wendy's Company May 2014 - October 2014
ALDO Group June 2012 - April 2013
Skills
Bilingual Communications, Customer Service, Banking, Cash Management, Problem Solving, Computer Proficiency, Microsoft Word, Microsoft Excel, Sales, Retail, Retail Sales
Education
Miami Dade College 2015 — 2017
Associate of Science (A.S.), Emergency Medical Services
Miami Dade College 2012 — 2014
Associate’s Degree, Communication, Journalism, and Related Programs, 3.0 GPA