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
Law Offices of Michael H. Panah 2014 - Present
Wells Fargo November 2010 - April 2013
Essex Property Trust March 2008 - May 2009
Hometown Commercial Capital, LLC May 2006 - January 2008
Wells Fargo November 2004 - April 2006
Blum Capital Partners February 2002 - July 2004
Gibson, Dunn & Crutcher LLP August 2000 - December 2001
Bank of America September 1995 - June 2000
Skills
Excel, Microsoft Excel, Real Estate, Banking, Due Diligence, Insurance, Business Strategy, Negotiation, Bankruptcy, Commercial Litigation, Strategic Planning, Sales, Strategic Financial..., Loans, Budgets, Investments, Management, Contract Negotiation, Business Planning, Asset Managment, Business Development, Finance, Customer Service, Portfolio Management, Mergers, Financial Analysis, Asset Management, Risk Management, Leadership, Marketing, Management Consulting, Mergers & Acquisitions, Strategy, Start-ups, Team Building, Program Management, Coaching, Executive Management, Project Management, Entrepreneurship, Small Business, Analysis, Process Improvement, Sales Management, Team Leadership, Credit, New Business Development, Corporate Finance, Private Equity, Training
Education
UWLA, Los Angeles, CA 1993 — 1997
juris doctorate, Law
National University 1989 — 1992
Bachelor of Arts (B.A.), Financial Accounting
Bank of America February 2006 - January 2008
Bank of America December 2003 - February 2006
Skills
Microsoft Word, Microsoft Excel, Apple Numbers, Apple Pages, Microsoft Project, Mac OS, Communication, Training, Leadership, Team Building, Women's Ministry
Education
National University 1998 — 2001
Bachelor of Science, Information Technology
Point Loma Nazarene University
BofI Federal Bank January 2013 - Present
Bank of America September 2010 - January 2013
Bank of America November 2009 - September 2011
Bank of America August 2005 - November 2009
Skills
Banking, Cash Management, Management, Financial Services, Credit, Leadership, Customer Service, Retail Banking, Commercial Banking, Consumer Lending, Credit Analysis, Microsoft Excel, Relationship Management, Microsoft Office, New Business Development, Accounting, Sales, Mortgage Banking, Microsoft Word, PowerPoint, Financial Analysis, Human Resources, Loan Origination, Commercial Lending, Small Business Lending, Credit Risk, Commercial Mortgages, Administrative..., Business, Coordination, Government, Office Management, Financial Accounting, Account Management, Risk Management, Finance, Cross Selling, Portfolio Management, Internet Banking, Financial Risk, Financial Reporting, Reporting & Analysis, Team Leadership, Team Building, Customer Satisfaction, Process Improvement, Training, Sales Management
Education
National University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
San Diego State University-California State University 2006 — 2009
Bachelor's degree, Psychology and Criminal Justice
Bank of America April 2013 - Present
City of Lawson, Missouri April 2012 - April 2013
SAIC January 2012 - April 2013
CBRE April 2010 - January 2012
Lee Technologies December 2008 - April 2010
CBRE January 2002 - December 2008
City of Lawson, MO April 2007 - June 2008
United States Marine Corps February 1990 - November 2001
United States Marine Corps July 1981 - January 1990
Skills
IT Service Management, IT Management, IT Strategy, IT Operations, Facilities Management, Continuous Improvement, Business Process..., Data Center, Facilities Operations, UPS systems, Security Clearance, Generators, Power Distribution, Program Management, Project Management, Team Building, Business Continuity, Project Planning, Electricians, ITIL, Logistics, Contract Management, Vendor Management, Leadership, Contract Negotiation, Construction, Management, Information Technology, Engineering, Maintenance Management, Operations Management, Infrastructure, Energy Management, Maintenance & Repair, Software Documentation, MS Project, Security, Preventive Maintenance, Troubleshooting, Process Improvement, Team Leadership, Infrastructure...
Education
National University 1987 — 1996
BBA, Business Administration
Lawson High
Bank of America January 2004 - Present
Gap Inc./Old Navy December 1998 - December 2003
Skills
Banking, Retail Banking, Loans, Long-term Customer..., Helping Clients, Customer Service, Sales, Microsoft Word, Cash Handling Experience, Retail Sales, Merchandising, Social Skills, Merchant Banking, Credit Cards, Leadership, Training, Branch Banking, Supply Ordering, Data Entry, Customer Satisfaction, Daily Deposits, Policy, Tenacious, People Skills, Selling Skills, Teller Operations, Small Business Lending, Time Management, Credit, Team Building, Microsoft Office, Strategic Planning, Retail, Coaching, Risk Management, Outlook, Employee Training
Education
National University 2011 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Niagara Bottling, LLC August 2012 - Present
Niagara Bottling, LLC July 2011 - August 2012
Bank of America September 2005 - July 2011
Albertsons December 2004 - September 2005
Skills
Highly Dedicated, Pay Close Attention to..., Teamwork, Oracle HR, Multitasking Skills, Microsoft Office, SharePoint, Analytical Skills, Communication Skills, Fullly Fluent in Russian
Education
National University 2010 — 2011
Master's degree, Human Resources Management and Services
University of California, San Diego 2005 — 2009
Bachelor of Science (BS), Human Biology
CA Energy Commission May 2015 - Present
Weingarten Realty Investors May 2009 - May 2015
Nelson Staffing January 2009 - May 2009
Creative Memories 1998 - 2007
Bank of America 1992 - 1996
Skills
Training, Team Leadership, Presentations, Public Speaking, Recruiting, Youth Mentoring, Fundraising, Human Resources, Event Planning, Property Management, Innovation, Travel Arrangements, Detailed Organization, Oral & Written..., Microsoft Office, Lotus Notes, PowerPoint, CTI, Yardi, PayPlus, Microsoft Excel, Outlook, Cash Management, Customer Service, Sales, Office Management, PeopleSoft, Employee Relations, Employee Benefits, Accounting, Risk Management, Performance Management, Budgets, Leadership Development, Onboarding
Education
National University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Sacramento City College 1994 — 1994
The University of New Mexico 1988 — 1989
AT&T - NDSDC June 2014 - August 2014
Bank of America March 2014 - April 2014
Safe Security August 2013 - October 2013
Lockheed Martin IS&GS, San Jose, CA / NASA, Mountain View, CA October 2001 - April 2010
VISA January 2001 - October 2001
IPA – International Profit Associates August 1999 - October 2000
Oracle January 1999 - July 1999
COMP-USA Corporate November 1997 - December 1998
Cisco Systems Corporation July 1997 - October 1997
Syntex / Roche Bioscience Pharmaceutical October 1994 - June 1997
Skills
Windows, Networking, Security+, System Administration, Training, Oracle Identity Manager, Software, Troubleshooting, Management, Team Building, Microsoft Office, Program Management, Testing, Security, Technical Support
Education
University of San Francisco 2003 — 2004
Master of Science in formation Systems Management, 3.7
National University 1993 — 1997
BS, Criminal Justice/Law Enforcement Administration
Clark Allison LLP August 2014 - May 2015
Little Dolphins Daycare (Facility #343618798) November 2007 - June 2014
Kaneski Associates June 2007 - November 2007
Charles Schwab June 2006 - March 2007
Bank of America January 2005 - May 2006
Etrade Financial August 2000 - August 2004
Skills
Series 7, Sales, Banking, Investments, Public Speaking, Time Management, Customer Service, Marketing, Leadership, Management, Financial Services, Portfolio Management, Sales Management, Series 63, Securities
Education
National University 2004 — 2007
Bachelor's Degree, Liberal Studies with concentrations in Marketing and Psychology
San Juan High School
Caliber Home Loans October 2014 - Present
Bank of America December 2013 - October 2014
Wells Fargo Home Mortgage September 2009 - December 2013
Hoffman, Hanono Insurance Service September 2008 - March 2009
Wells Fargo Home Mortgage April 2006 - August 2008
Countrywide Home Loans June 2003 - April 2006
Bank of America December 2001 - June 2003
Service Corporation International July 1994 - December 2001
Skills
Residential Homes, First Time Home Buyers, Loan Origination, Real Estate, Sales, Residential Mortgages, REO, Credit, Underwriting, FHA, Certified Mortgage..., Mortgage Banking, USDA, Real Estate Transactions, Loans, Relocation, Investors, Investment Properties, Investments, Mortgage Lending, Loss Mitigation, FHA financing, Refinance, VA loans, Real Estate Economics, Real Estate Financing, Short Sales, Small Business, Referrals, Banking, Condos, Foreclosures, Sellers, Brokerage, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit Analysis, Debt Consolidation, Finance, Government Loans, HUD, Home Equity Lines of..., Home Equity Loans, Insurance, Listings, Mortgage Marketing, Mortgage Underwriting, New Home Sales
Education
National University 1997 — 1998
Master of Arts, Human Behavior
University of San Diego 1992 — 1994
Bachelors, Psychology
San Diego State University-California State University 1990 — 1991
Independent Consultant June 2014 - Present
Universal Music Group September 2009 - Present
Bank of America February 2006 - September 2009
Countrywide January 2005 - February 2006
Countrywide February 2004 - January 2005
Skills
Databases, SQL, Troubleshooting, Servers, Project Management, Process Improvement, Integration, ITIL, Control-M, Oracle, XML, Java, Linux, Unix, C#, Management, SDLC, Disaster Recovery, IT Strategy, IT Management, Vendor Management
Education
National University 2012 — 2014
Chandler Gilbert Community College 2007 — 2009
Business Special Requirements - Technology, Business Technology
SBBCollege June 2015 - Present
SBBCollege September 2008 - August 2014
University of California, San Diego January 2008 - June 2008
Bank of America March 2004 - December 2005
Skills
Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Database Administration, Cold Calling, Public Speaking, Recruiting, Sales, Cash Handling, High School Students, Admissions Counseling, Outlook, File Management, Customer Service, Higher Education, Community Outreach
Education
National University 2013 — 2013
Graduate Certificate, Accounting
University of California, San Diego 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bank of America August 2015 - Present
LPL Financial November 2012 - August 2015
Strategic Operations, Inc May 2007 - November 2012
Skills
Public Relations, Facebook, Advertising, Project Planning, Microsoft Office, Program Management, SDLC, Project Management, Quality Assurance, Team Building, Team Leadership, SharePoint, Strategic Planning, Software Documentation, Leadership, Budgets, Microsoft Excel, PowerPoint, Leadership Development, Business Development, Management, Customer Service, Strategy, Corporate Communications, Brand Development, Logistics, SEM, Account Management, Marketing Communications, Visio, Project Delivery, Financial Services, Process Improvement
Education
National University 2008 — 2010
MBA, Organizational Leadership
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Criminal Justice
PennyMac Loan Services, LLC August 2014 - Present
Bank of America January 2014 - August 2014
Bank of America 2005 - 2013
Skills
Access, SQL, Analysis, Visual Basic, SAP, SSIS, Time Management, Banking, Retail Banking, Business Analysis, Risk Management
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1990 — 1996
Computer Science
Self-employed June 2013 - Present
Modesto City Schools July 1991 - June 2013
Modesto Teachers Association June 1996 - June 2012
Bank of America 1973 - 1990
Skills
Investments, Asset Management, Portfolio Management, Equities, Budgets, Financial Analysis, Special Education, Teaching Reading, Strategic Financial..., Alternative Investments
Education
National University 1992 — 1995
Master of Education (MEd), Special Education and Teaching
Santa Clara University 1968 — 1972
Bachelor of Science (BS), Economics
Bank of America July 2015 - Present
Terramar Non Profit Organization - Lima, Peru September 2013 - October 2014
JPMorgan Chase June 2011 - October 2012
The Solutions Law Center, San Diego, California April 2009 - May 2011
American General Financial Services, (American International Group – AIG) May 2008 - March 2009
Chevy Chase Trust April 2007 - May 2008
Home Funding Group Mortgage Company April 2005 - April 2007
Bolsa de Valores de Lima August 2002 - October 2004
Skills
Financial Analysis, Credit Risk, Market Risk, Employee Management, Credit Analysis, Finance, Strategic Planning
Education
Universidad del País Vasco, Bilbao España 2012 — 2013
Maestría Oficial en Gestión Patrimonial y Banca Privada, Banca y servicios financieros
National University 2009 — 2011
Maestría en Administración de Negocios con Especialización en Finanzas., Finanzas, general
Universidad San Ignacio de Loyola 1997 — 2002
Bachelor of Business Administration (BBA)
Barrons Mortgage Group, Ltd. January 2015 - Present
Rodan + Fields Dermatologists February 2015 - Present
Greater Charlotte Biz August 2014 - Present
Atlantic Bay Mortgage Group November 2013 - June 2014
Bank of America 2009 - 2013
Hyatt Hotels 2008 - 2009
Nordstrom 2008 - 2009
Capital Mortgage Corporation August 2005 - March 2008
Pittsburgh Hospitality Systems_Paradise Computer Systems January 1995 - May 2005
Pittsburgh Financial Network, Inc 2003 - 2005
Skills
Customer Experience, Loans, Customer Retention, Vendor Relationship..., Entrepreneurship, Relationship Building, FHA, Problem Solving, Team Building, Banking, Team Leadership, Successful Business...
Education
National University 1993 — 1997
Penn State University
NC/SC Licensed Mortgage Banker
License I -145422, Expires 01/2016
NMLS
# 20153 since 03/2008
State of California Department of Real Estate
License # 01144423, Expires 08/2016
William Lyon Homes March 2014 - Present
Real Estate for Hope/Causes January 2012 - Present
KB Home November 2013 - 2014
Bank of America June 2013 - November 2013
Revive Real Estate Group June 2008 - June 2013
Stratham Communities May 2009 - March 2011
RC Hobbs January 2009 - June 2009
Marigold Community June 2008 - January 2009
Empire Homes January 2003 - June 2008
Skills
Move Up Buyers, Residential Homes, Real Estate, Selling, Real Estate Development, New Home Sales, Single Family Homes, First Time Home Buyers, Investment Properties, Townhomes, Sales, Real Estate Transactions, Condos, Property Management, Short Sales, REO, Sales Management, Investors, Land Acquisition, Foreclosures, Listings, New Homes, Negotiation, Mortgage Lending, Marketing, Loans, Luxury, Contract Negotiation, Buyers, Sellers, Referrals, Real Property, Buyer Representation, Leases, Home Staging, FHA, Relocation, Commercial Real Estate, Construction, Entitlements, Land Development, HUD, Real Estate Financing, Property, Experienced Sales...
Education
Canyon High School 1981 — 1984
National University
Pacific Wild Shrimp, LLC June 2009 - Present
Bank of America July 2001 - October 2008
Skills
Office Management, Administrative..., Outlook, Customer Service, Financial Analysis, Loans, Project Management, Process Improvement, Retail Banking, Office Administration, Microsoft Word, Microsoft Office
Education
National University
Bachelor of Business Administration (BBA), emphasis on Entrepreneurship
National University
Bachelor of Business Administration (BBA)
T.O.R.C.H.-(Taking Opportunities to Reach Compelling Heights INC.) November 2012 - Present
WTIS AM 1110 April 2014 - Present
JP Morgan Chase September 2011 - August 2013
Bank of America January 2001 - August 2011
Skills
Strategic Planning, Retail Banking, Banking, Loans, Credit, Commercial Banking, Credit Analysis, Leadership, Mortgage Lending, Cross Selling, Portfolio Management, Relationship Management, Coaching, Risk Management, Sales, Business Development, Cross-functional Team..., Situational Leadership, Leadership Development, Training, Conflict Resolution, Executive Management, Management, Career Counseling, Strategy, Small Business, Business Planning, Finance, Team Building, Sales Management, Customer Service, Entrepreneurship, Fundraising, New Business Development, Marketing, Nonprofits, Start-ups, Management Consulting, Social Networking, Organizational..., Business Strategy, Program Management, Workshop Facilitation, Event Planning, Team Leadership, Public Speaking, Budgets, Staff Development, Community Outreach, Public Relations
Education
National University 2012 — 2014
BS, ORGANIZATIONAL LEADERSHIP
eCornell University 2011 — 2012
CERTIFICATE PROGRAM, PROJECT LEADERSHIP
University of Tampa 1999 — 2001
INTERNATIONAL BUSINESS
a p randolph campus high
High School Diploma
Cargotec Corporation May 2013 - Present
DZH Phillips LLP January 2011 - April 2013
Perry-Smith LLP August 2006 - December 2010
Washington Mutual Bank January 2006 - August 2006
Bank of America June 2001 - January 2006
Skills
Accounting, Auditing, Internal Controls, CPA, Sarbanes-Oxley Act, Sales, Management, Member of AICPA, GAAP, US GAAP
Education
National University 2006 — 2007
Certificate, Accounting
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Platteville 2002 — 2002
Studied Abroad, General Studies
Bunker Hill Community College October 2011 - Present
Educator Experience 2008 - 2011
Google Ireland Ltd January 2007 - August 2008
Bank of America March 2000 - January 2007
Vintage Food Limited April 1998 - February 1999
MD Foods PLC October 1997 - March 1998
Skills
Organizational..., Team Building, Teaching Experience, Team Leadership, Online Payments, Electronic Payments, Payment Gateways, Call Center, Payment Systems, Payment Processing, Education, Learning Management
Education
National University of Ireland, Galway 2008 — 2009
Post Graduate Diploma in Education
University College Cork 1993 — 1997
BSC. Food Science
Atwood Oceanics February 2013 - Present
Stewart & Stevenson July 2008 - February 2013
EZ Corp October 2005 - July 2008
Imports by Four Hands February 2004 - May 2005
Bank of America May 2003 - February 2004
Clear Channel Worldwide January 2001 - November 2001
Education
National University 1998 — 1999
BS, Accounting
University of San Diego 1995 — 1998
Accounting
University of Incarnate Word 1993 — 1994
General Studies
FactSet September 2014 - Present
FactSet September 2012 - August 2014
FactSet July 2010 - September 2012
Rose Associates June 2009 - August 2009
Bank of America June 2008 - August 2008
Education
Villanova University 2006 — 2010
B.S., Finance & International Business
National University of Ireland, Galway 2008 — 2008
Bank of America March 2015 - Present
Mega International Commercial Bank Co., Ltd. LA Branch January 2014 - March 2015
Globalink Securities Inc March 2012 - October 2013
Globalink Securities Inc November 2008 - March 2012
SYNNEX January 2003 - May 2007
Skills
Financial Analysis, Financial Modeling, Credit, Finance, Investments, Investment Advisory, Valuation, Asset Management, Portfolio Management
Education
Royal Holloway, U. of London 2007 — 2008
Master of Business Administration (M.B.A.), International Business
National Taiwan University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Sociology
CFO Executive Services February 2012 - Present
Marquis Advisory Group LLC February 2013 - March 2014
Prosper Marketplace May 2013 - August 2013
Solano Napa Habitat for Humanity June 2010 - October 2012
Tatum June 2007 - February 2012
Financial Executives International August 2009 - November 2011
Protiviti June 2006 - July 2006
Wells Fargo Funds Management June 2001 - February 2006
RHI 2000 - 2001
Bank of America February 1979 - February 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning
Education
National University 1986 — 1988
MBA
University of Redlands 1984 — 1986
BS
Bank of America October 2014 - Present
HSBC August 2013 - October 2014
Self Employed Trader 2009 - October 2014
Popular Community Bank June 2013 - August 2013
Investment Placement Group May 2013 - June 2013
MCR Packaging, Inc. February 2012 - November 2012
Fresh Wok, Inc. November 2007 - April 2011
UETA Inc. June 2009 - January 2011
Skills
Sales, Microsoft Dynamics ERP, Inventory Management, MRP, Customer Service, Citrix, Investments, Trade Finance, Stock Market Analysis, Production Planning, Supply Chain, Navision, Always Willing to Learn, Bilingual-English/Spanis..., Stocks, Common Sense
Education
National University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Southwestern College 2004 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Bank of America August 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Accounting, Access, Data Entry, Teamwork, Financial Analysis, Sales, QuickBooks
Education
National University of Ireland, Galway 2010 — 2014
Bachelor of Commerce, Accounting and Finance
Yeats College Galway 2009 — 2010
Irish Leaving Certificate
Bank of America June 2013 - Present
Wake Forest University August 2009 - May 2013
Bank of America June 2012 - August 2012
Global Partners LP June 2011 - August 2011
Education
Wake Forest University 2009 — 2013
Bachelor of Science (BS), Mathematical Business
National University of Ireland, Galway 2011 — 2011
Bachelor of Science (B.S.), Mathematical Business
Outsource July 2015 - Present
T-Mobile February 2015 - June 2015
Sprint by Wireless Choice August 2014 - February 2015
Yelp May 2014 - August 2014
Bank of America October 2013 - April 2014
Sprint March 2012 - October 2013
AmuseMatte January 2012 - March 2012
GameStop December 2011 - January 2012
AMC Theatres May 2010 - December 2011
Sanford-Burnham Medical Research Institute October 2009 - August 2010
Skills
Hiring, Inventory Management, Sales Management, Leadership Development, Organizational..., Outstanding Customer..., Salesforce.com, Salesforce Training, Sales Management..., Coaching, Customer Service, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Word, Retail, Sales Operations, Sales, Time Management
Education
National University 2014 — 2014
Bachelor's degree, Political Science
UCSD 2009 — 2013
Politcal Science - Public Law
Novo Brazil Brewing Company January 2014 - Present
Norden Brewery (Cervejaria Norden) January 2010 - December 2013
Maniflo Money Exchange Inc June 2004 - January 2010
Omnex Group 2002 - 2004
Bank of America 1998 - 2002
Optionsxpress.com January 2000 - January 2001
Skills
Banking, Risk Management, Business Development, Management, Derivatives, Trading, Financial Markets, Mergers & Acquisitions, Investments, Training, Options, Financial Modeling, Project Planning, Credit, Financial Analysis, Operations Management, Sales Management, Financial Services, Business Strategy, Due Diligence, Business Planning, Strategic Planning, Start-ups, Portfolio Management, New Business Development, Team Leadership, Negotiation, Microsoft Excel, Marketing Strategy, Entrepreneurship, Product Development, Product Management, Leadership, Payments, International Business, P&L Management, Team Building, Remittances
Education
Loyola University of Chicago - Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, Marketing
National University 1995 — 1999
B.B.A., Finance and Marketing
University of California, Davis
Intensive Brewing Science for Practical Brewing – UC DAVIS – Davis, CA 2008, Brewing
Triumph Group August 2014 - Present
JPMorgan Chase November 2013 - August 2014
Bank of America April 2013 - November 2013
Bank of America May 2011 - April 2013
Bank of America May 2010 - May 2011
Bank of America May 2009 - May 2010
Exelon Nuclear June 1997 - August 1997
Skills
Master Ski Mechanic, Ski Boot Fitter, Fraud Prevention, Fraud Analysis, Credit Cards, Fraud Investigations, AML, KYC, Credit Risk, Sanctions, Credit, Risk, Banking, Financial Analysis, Risk Management, Compliance, Identity Theft, Risk Analysis, SAS, Excel, Data Analysis, Customer Relations, Data Mining, Business Analysis, Analytics, Fraud Detection, Problem Solving, OFAC, Microsoft Office, PowerPoint, Risk Analytics, Anti Money Laundering, Business Intelligence, Business Process..., Retail Banking, Predictive Modeling, SQL, Process Improvement, Operational Risk, Visio, Operational Risk..., Debit Cards, Strategy, Financial Modeling, Financial Risk, Relationship Management
Education
Villanova University 2002 — 2005
MBA, Finance
Saint Joseph's University 1996 — 2000
Bachelor of Arts, Marketing
Universidad Católica de Valparaíso 2005 — 2005
University College Galway 1997 — 1997
Malvern Prep 1992 — 1996
High school
Toastmasters International May 2015 - Present
Eva Finn Copywriting & Concepts October 2001 - Present
Bank of America November 2007 - August 2014
Art Institute of CA - OC 2007 - September 2013
California State University, Fullerton August 2008 - May 2009
Lawrence and Ponder Ideaworks 2001 - 2003
O'Leary and Partners September 1999 - September 2001
Ingram Micro August 1996 - September 1999
Saatchi & Saatchi July 1990 - October 1993
Skills
Creative Writing, Radio, Email Marketing, Editing, Marketing Communications, Online Advertising, Copywriting, Direct Mail Campaigns, print advertising, Creative Strategy, B2B, Integrated Marketing, Inserts, Marketing, Blogging, Web Content, PPC, Advertising, Creative Direction, Direct Mail, Brand Development
Education
National University 2002 — 2004
Masters, Education
University of California, Irvine 1990 — 1992
Bachelor of Arts, English Language and Literature/Letters
Union Bank July 2006 - Present
Citibank January 2003 - July 2006
Bank of America January 1998 - January 2003
Skills
Loans, Banking, Retail Banking, Sales Management, Sales, Relationship Management, Team Building, Risk Management
Education
National University
Bachelor of Science (BS), Organizational Leadership
National University 2013 — 2014
Master of Arts (MA), Human Resource Management
Independent October 2010 - Present
TD Canada Trust May 2009 - December 2010
CIGNA Healthcare October 2006 - December 2009
Bank of America January 2001 - March 2006
Compaq Computer Corporation; Custom Edge Inc., January 1997 - February 2000
Education
National University
BBA, Business Information Systems
Bank of America June 2013 - Present
Bank of America February 2013 - Present
HEALTH CARE SERVICES CORPORATION (HCSC) through TREXIN CONSULTING July 2012 - October 2013
THE DEPARTMENT OF VETERAN AFFAIRS (VA) through IT Broadcasting May 2010 - July 2012
Bank of America May 2009 - September 2010
Sierra Systems August 2008 - April 2009
Misys Healthcare Systems April 2005 - August 2008
Datafax Development Corporation 1999 - 2005
Management Information Consulting Inc. January 1998 - October 1999
Syscomp Consulting January 1990 - December 1997
Education
University of Waterloo 1983 — 1988
Bachelor of Mathematics, Joint major - Computer Science and Electrical Engineering
University of Waterloo - St. Jerome's University 1983 — 1988
Bachelor of Matematics, Joint major - Computer Science and Electrical Engineering
National University 1986 — 1986
Masters of Science, Computer Science Electronic Business
Merchants Fleet Management March 2014 - Present
Bank of America June 2013 - February 2014
Bank of America September 2011 - June 2013
Bank of America June 2010 - September 2011
Skills
Banking, Credit, Retail Banking, Cross Selling, Credit Cards, Mortgage Banking, Credit Risk, Relationship Management, Financial Services, Deposits, Cash Management, Leadership, Customer Service, Teamwork, Sales, Microsoft Office, Accounting, Tax Preparation
Education
Southern New Hampshire University 2011 — 2014
Master of Science (MS), Finance, General
Lviv National Polytechnic University 2001 — 2006
Master of Arts (M.A.), Applied Linguistics
UC San Diego June 2012 - Present
Jack in the Box June 2011 - February 2012
Robbins Research International 2005 - 2010
Sony Electronics 2001 - 2003
Bank of America 1990 - 2000
Skills
Project Management, Web Analytics, Social Media, Online Advertising
Education
National University
MBA, Information Systems
University of Warsaw
BA, Clinical Psychology
Fides Capital Development, LLC June 2014 - Present
Trade Street Advisors, LLC January 2013 - Present
CastleOak Securities, L.P. March 2012 - June 2014
CastleOak Securities, L.P. March 2011 - February 2012
American Mortgage Consultants, Inc. October 2011 - January 2012
Federal Home Loan Bank of Chicago January 2007 - August 2009
Illinois Mortgage Bankers Association January 2008 - January 2009
Federal Home Loan Bank of Chicago July 1998 - December 2006
Fannie Mae 1993 - 1997
Bank of America July 1987 - November 1993
Education
National University 1983 — 1986
MBA, Finance
National University 1978 — 1981
BA, Real Estate
Home Repairs On Call 2003 - Present
Bank of America 1975 - 2000
Skills
Process Improvement, Project Management, Public Speaking, Budgets, Strategic Planning, Customer Service, Team Building, Construction, Financial Risk, Social Media, Sales, Sales Management, Banking, Nonprofits, Program Management, Leadership, Business Strategy, Fundraising, Risk Management, Editing, Small Business, Management, Coaching, Leadership Development, Business Planning, Marketing, Marketing Strategy, Training, Entrepreneurship, Strategy, New Business Development
Education
DeVry University 2001 — 2004
BBA, Network & Communications Mgmt.
National University
Finance & Marketing
Bank of America October 2013 - Present
Huey Images June 2010 - Present
Bank of America December 2012 - October 2013
Bank of America May 2012 - December 2012
Bank of America Home Loans March 2011 - May 2012
Bank of America June 2010 - March 2011
Bank of America June 1992 - July 2010
Skills
Credit Cards, Retail Banking, Banking, Loans, Relationship Management, Customer Experience, Call Center, Operational Risk..., Risk Management, Vendor Management, Credit, Process Improvement, Change Management, Call Centers, Financial Services, Mortgage Lending, SharePoint, Strategy
Education
National University 2012 — 2013
Master of Science (M.S.), Accounting
National University 2001 — 2004
Bachelor of Science (B.S.), Information Technology
Bank of America January 2010 - Present
First Data Corporation February 2007 - March 2010
First Data Corporation March 2005 - February 2007
State of Minnesota July 1998 - October 2004
Skills
Program Management, Banking, Process Improvement, Change Management, Strategic Planning, Microsoft Office, Problem Solving, Requirements Analysis, Team Building, Financial Modeling, Documentation, Six Sigma, Relationship Management, Call Centers, Operations Management, Customer Service, Management, Vendor Management, Business Process..., Risk Management, Leadership, Government
Education
National University 1990 — 1994
Bachelor - Business Administration, Business Administration and Management, General, 3.57
Seville Real Estate SENIOR TECHNICAL PROJECT MANAGER / INFORMATION TECHNOLOGYCharles Schwab & Company, San Francisco, CADecember 1999 - August 2002
Bank of America November 1979 - December 1999
Education
Walden University 2006 — 2010
PH.D, Public Policy
National University 1985 — 1988
MA, Management: Human Resources
University of California, Berkeley
iFreedom Direct Corporation January 2015 - Present
Home Saving of America August 2010 - 2012
Home Savings of America December 2009 - September 2011
Bank of America May 2009 - November 2009
Bank of America October 2005 - June 2008
Education
New England College of Business and Finance 2011 — 2014
Associate's degree, Accounting, 3.45
National University 2012 — 2013
Medical Administrative Specialist & Billing, Medical Office Management/Administration, 3.00
Chula Vista High School 1996 — 1999
Millennium Management September 2014 - Present
First Derivatives November 2010 - Present
Bank of America September 2013 - August 2014
ConvergEx Group June 2012 - September 2013
Deutsche Bank January 2011 - February 2012
Skills
KDB+, q, SQL, C++, Python, Unix, Linux, Ruby on Rails, Microsoft Excel, Matlab, Maple, VRML, Quantitative Finance, Low Latency, Market Data, Trading System, Trading Systems, KDB
Education
National University of Ireland, Galway 2005 — 2010
Science, Mathematics, Computer Science
The Hong Kong University of Science and Technology 2009 — 2009
Science, Computers Mathematics
Samuel Scott Financial Group March 2014 - Present
Bank of America September 2007 - January 2014
Countrywide Home Loans September 2005 - March 2008
Wells Fargo Home Mortgage July 2004 - September 2005
Bank of America June 1997 - July 2004
Skills
Loans, Mortgage Lending, First Time Home Buyers, VA loans, Finance, Investment Properties, FHA, Investments, Sales, Mortgage Banking, Refinance, Credit, Loan Origination, Real Estate, Residential Mortgages, USDA, VA Loans
Education
National University 1983 — 1991
MBA, BA Marketing and Real Estate - MBA Computer Management
Bank of America June 2007 - Present
Education
National University 2013 — 2015
Bachelor's degree in Business Administration, Finance
ICEF Public Schools August 2015 - Present
New Designs Charter School January 2014 - August 2015
Bank of America October 2012 - January 2014
DirectEd Solutions November 2011 - September 2012
Lennox Unified School District August 2011 - September 2012
Woodshed 1936 Films May 2011 - August 2012
Century Academy for Excellence 2010 - 2011
UnitedHealth Group October 2007 - June 2009
Modern VideoFilm 2006 - 2007
Nielsen 2005 - 2006
Skills
Public Speaking, Non-profits, Editing, Research, Event Planning, Social Media, Customer Service, Community Outreach, Public Relations, Blogging, Fundraising, Marketing, Creative Writing, Microsoft Office, Social Media Marketing, Social Networking, Teaching, Nonprofits, Event Management, PowerPoint, Higher Education, Leadership, Facebook, Microsoft Word
Education
National University 2014 — 2015
Master's Degree, Education, 4.0
University of La Verne 2002 — 2006
Bachelor's of Arts, Creative Writing
University of La Verne 2002 — 2006
B.A, Creative
Mayfair High School 1999 — 2002
Arbonne International LLC June 2014 - Present
Bank of America May 2014 - Present
Bank of America February 2012 - Present
Ross Stores, Inc. July 2009 - August 2010
Kiefer Kia August 2004 - June 2008
Skills
Customer Satisfaction, Customer Service, Organization, Communication, Community Service, Team Leadership, Strategic Planning, Marketing, Organizational..., Banking, Strategic Financial..., Entrepreneurship, Success Driven, Sales, Networking, Listening to customers, Loans, Shopping, Credit, Creative Writing, Money, Financial Freedom, Problem Solving, Critical Thinking, Critical Reading, Cash Management, Commercial Banking, Financial Planning
Education
National University 2012 — 2013
Bachelor of Science (B.S.), Business Management
Woodbury University 2009 — 2010
Business Administration and Management, General
Murrieta Valley High School
Parkside Lending September 2014 - Present
Publicis Healthcare Communications Group a Publicis Groupe Company April 2013 - July 2014
Solar Turbines Incorporated a Caterpillar Company May 2011 - January 2013
Bank of America November 2005 - July 2009
Skills
Microsoft Office, Lotus Notes, Outlook, Microsoft Excel, Customer Service, Human Resources, Leadership, Access, Employee Relations, Time Management, Process Improvement, PowerPoint, Microsoft Word, Team Building, Training, Teamwork, Data Entry
Education
National University 2011 — 2013
Master of Science (M.S.), Organizational Leadership
National University 2008 — 2011
Bachelor of Arts (BA), Management
National University 2010 — 2010
Certificate, Human Resource Management
Bank of America May 2011 - Present
BANK OF AMERICA November 2009 - April 2011
Bank of America November 2009 - July 2010
Century 21 Ability January 1999 - November 2009
BLING IT ON January 2008 - June 2009
AMGEN, INC January 1992 - January 1999
ALLERGAN PHARMACEUTICALS January 1987 - January 1992
GENERAL ELECTRIC CREDIT CORP January 1984 - January 1987
Skills
Sales, Contract Negotiation, Marketing, Real Estate, Negotiation, Loans, Financial Analysis, Process Improvement, Portfolio Management, Analysis, Banking, Investment Properties, Mortgage Lending, Property, Property Management, REO, Sellers, Short Sales
Education
California Real Estate Sales
Broker, Residential Real Estate - CA
National University
Business
Fin.Solutions Inc. 2015 - Present
PLB Capital 2013 - 2015
Cabezon Investment Group 2009 - 2013
Wake Asset Management SA 2008 - 2009
Montage Capital Management 2005 - 2008
Marin Capital 2000 - 2005
Techfuel, Inc. 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1996 - 1999
Skills
Equities, Portfolio Management, Capital Structure, Convertible Arbitrage, Fundamental Analysis, Hedge Funds, Asset Managment, High Yield, Proprietary Trading, Alternative Investments, Fixed Income, Investments, Global Macro, Trading, CDS, Bloomberg, Bonds, Capital Markets, Valuation, Investment Strategies, Asset Management, Manager Research, Fund Of Funds, Seeding, Outsourced CIO, Currency, Prime Brokerage, Investment Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
National University
United States Air Force Academy
Bank of the Cascades May 2014 - Present
Home Federal Bank 2011 - 2014
SELCO Community Credit Union 2009 - 2011
Bank of America 2006 - 2009
Safeco Insurance 2004 - 2006
Bank of America 1995 - 2004
Skills
Banking Regulatory..., Risk Management, Bank Secrecy Act, Anti Money Laundering, Retail Bank Operations..., Public Speaking, Training Delivery, Program Management, Retail Banking, Financial Services, Banking Law, Banking, Branch Banking, Consumer Lending, Credit, Credit Analysis, Small Business Lending
Education
Institute of Certified Bankers
Certified Regulatory Compliance Manager (CRCM)
National University
Behavioral Sciences
Santa Rosa Junior College
General Studies
Bank of America Merchant Services August 2014 - Present
Bank of America December 2011 - August 2014
Independence High School 2010 - 2013
The Limited March 2010 - December 2011
Ann Taylor Loft 2009 - 2010
MMM Wireless June 2008 - September 2008
MMM Wireless July 2007 - June 2008
Sprint 2005 - 2007
Nextel 2004 - 2005
Foresthill High School 2004 - 2005
Skills
Leadership, Retail, Investment Banking, Coaching, Sales, Recruiting, Management, Banking
Education
Trevecca Nazarene University 2012 — 2014
Management Human Resources
National University 2002 — 2003
Sports Management
Sierra College 1998 — 2000
Sports Management
Wells Fargo Bank March 2007 - Present
Bank of America November 2005 - March 2007
E*Trade Financials July 2001 - November 2005
Siebel System, Inc March 1999 - April 2001
ICF Kaiser Intl Consulting Group March 1995 - February 1999
California Institute of Technology January 1993 - December 1994
Skills
Project Management, Experience Design, Teradata, Analytics, Data Warehousing, Business Analysis, Data Mining, Risk Management, SQL, Business Intelligence, Analysis, Requirements Gathering, Databases, SAS, Program Management, Banking
Education
Ukrainian Academy of Science 1983 — 1989
Doctor of Philosophy (Ph.D.)
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1977 — 1983
MS
#38 1975 — 1977
65 1967 — 1974
University of California, San Diego
Data Mining Certificate Program
Symantec June 2015 - Present
Bank of America April 2008 - May 2015
Bank of America January 2006 - March 2008
Bank of America October 2004 - December 2005
Sony Electronics July 2002 - September 2003
Sony Electronics February 2001 - June 2002
Education
Northwestern University 2003 — 2004
MS, Database/ Ecommerce Marketing
National Taiwan University 1997 — 2001
BA, Economics
Premera Blue Cross August 2006 - January 2015
AT&T Wireless July 1997 - June 2005
Seafirst Bank (now Bank of America) November 1993 - May 1997
Bank of America 1993 - 1997
Courseware/Andersen Consulting (now Accenture) August 1989 - June 1993
Skills
Instructional Design, Blended Learning, Captivate, ADDIE, E-Learning, Instructor-led Training, Training, Adult Education, Employee Training, Curriculum Design, Needs Analysis
Education
National University, San Diego, CA 1986 — 1991
Master of Science
California State University, L. A.
Bachelor
PennyMac May 2012 - Present
Bank of America November 2008 - March 2012
Countrywide July 2007 - November 2008
New Century Financial December 2005 - May 2007
New Century Financial September 2004 - December 2005
Equity Guild September 2002 - September 2004
Skills
Credit and Operational..., Quality..., Competitive Analysis, Due Diligence, Customer Service, Process Improvement, Credit Policy, Compliance, Team Leadership, Financial Management, Strategy Development, Claims Management -..., Credit, Loans, Risk Management, Leadership, Banking, Mortgage Lending, Strategy, Mortgage Banking, Underwriting, Managerial Finance, Financial Risk, Insurance, Financial Modeling, Risk Assessment, Financial Services, Credit Analysis, Operational Risk, Loan Servicing, Loan Origination, Auditing, Loss Mitigation, Portfolio Management, Finance, Internal Audit, Residential Mortgages
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (MBA), Finance
National University 2001 — 2004
Bachelor of Business Administration (BBA), Finance
Energy Operations Management September 2008 - Present
CalPERS April 2008 - August 2008
Aerojet August 2007 - December 2007
EDS June 2007 - July 2007
Bank of America September 2001 - May 2007
Skills
MySQL, Databases, Software Documentation, Linux, Requirements Analysis, Visio, SQL, Integration, SharePoint, Unix, Microsoft SQL Server, Visual Basic, Access, Testing, Visual Studio, Business Analysis, Software Project..., Data Analysis, C#, Program Management, Software Development, MSHA Certified, Virtualization, VMware, Hyper-V
Education
National University 2005 — 2009
BS, Computer Science
San Francisco State University
Silicon Valley Bank May 2010 - Present
JP Morgan August 2008 - December 2009
Bank of America January 2007 - August 2008
Bank of America August 2004 - December 2006
Bank of America 2000 - 2004
Bank of America 1993 - 2000
Skills
Mergers & Acquisitions, Project Management, Banking, Leadership, Risk Management, Strategy, Process Improvement, Management, CRM, Financial Risk, Cash Management, Business Intelligence, Integration, Product Management, Commercial Banking, Business Strategy, Treasury Management, Vendor Management, Entrepreneurship
Education
National University 1983 — 1986
MBA, Finance
Bank of America December 1990 - Present
Education
National University 1982 — 1984
MBA, Finance
Bank of America October 2007 - Present
Washngton Mutual Home Loans July 2003 - August 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Banking, Residential Mortgages, Credit Analysis, VA loans, Consumer Lending, FHA financing, Commercial Lending, Investment Properties
Education
National University 1982 — 1986
Bachelor of Business Administration (BBA)
Shelton High School 1976 — 1980
Diploma
Utopia Deals June 2011 - Present
Bank of America September 2010 - May 2014
The Harry Fox Agency September 2006 - August 2010
Bank of America June 2006 - August 2006
AXA Financial August 2005 - May 2006
Education
National University of Computer and Emerging Sciences 2002 — 2004
MS, Databases
National University of Computer and Emerging Sciences 1999 — 2002
BCS, computer science
Progressive Childrens Academy
Independent Consultant Contract Worker July 2010 - Present
Apollo Education Group May 2008 - September 2011
GBI, Real Estate Development October 2006 - May 2008
Bank of America 2000 - 2006
HSBC Retail Banking and Wealth Management 1997 - 2000
Bank of America September 1989 - October 1996
Skills
Leadership, Business Development, CRM, Management, Banking, Finance, Analysis, Business Process..., Relationship Management, Strategic Planning, Marketing, Business Analysis, Forecasting, Process Improvement, Strategic Financial..., Mergers & Acquisitions, Sales, Risk Management, Coaching, Strategy, Training, Investments, Credit, Recruiting, Budgets, Management Consulting, Analytics, Financial Services, Executive Management, Vendor Management, Outsourcing, Start-ups, Business Planning, Insurance, Loans, Account Management, Change Management, Enterprise Software, Marketing Strategy, Business Strategy, Lean Six Sigma, Program Management, Team Building, Customer Service, Credit Cards, Public Speaking, Portfolio Management, Project Management, Consulting, Customer Retention
Education
National University 2010 — 2013
Mater's in Business Administration (M.B.A.) with a specialization in Marketing, w/ Honors
University of Phoenix 2007 — 2010
Bachelor of Science in Business Management
University of Pennsylvania - The Wharton School
Certified Financial Manager (CFM)
University of Delaware 1987 — 1996
Psychology
East West Bank July 2015 - Present
JPMorgan Chase May 2013 - December 2014
JPMorgan Chase July 2011 - April 2013
NAHREP March 2011 - March 2013
Nahrep Los Angeles 2008 - December 2010
Alterra Home Loans 2008 - 2010
Bank of America 2002 - 2003
Countrywide 1996 - 2001
Skills
Mortgage Lending, Real Estate, Leadership, Loans, Sellers, Business Development, Refinance, Management, Sales, Entrepreneurship, Finance, Insurance, FHA, Investment Properties, REO, Foreclosures, First Time Home Buyers, Investors, Short Sales, Mortgage Banking, Loan Origination, Credit, Senior Executive..., Selling, Real Estate Transactions, Residential Homes, Real Estate Financing, Single Family Homes
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2014
MBA, MBA
National University 1993 — 1995
BSBA, Business, Management, Marketing, and Related Support Services
University of California, San Diego
Strategic Leader Certificate - Rady School of Business and Elevate
University of Southern California - Sol Price School of Public Policy
Real Estate Development Certificate -Stan Ross Minority Program in Real Estate, USC Lusk Center for Real Estate
Bank of America Vice President, Regional Marketing SpecialistU.S. Trust, Bank of America Private Wealth Management2003 - Present
Education
National University
Senior Care By Design October 2011 - Present
Bank of America March 2002 - September 2010
K2 Promotions January 1990 - December 1999
Skills
Elder Law, Portfolio Management, Health Insurance, Powers of Attorney, Elder Care, Geriatrics, Design for Aging, End of Life, Dementia, Veterans Benefits, Senior Services, Housing Counseling, Home Health Agencies, Medicare, Banking, Senior Communities, Group Housing, Senior Residential, Aging in Place, Special Events..., Hospice, Nutritional Counseling, Seniors, Asset Evaluation, Social Services, Long Term Care Insurance, Long-term Care, Healthcare, Loyalty Marketing, Market Planning, Management, Partnership Marketing, Financial Services, Public Speaking, Strategic Planning, Event Planning, Leadership, Marketing, Coaching, Entrepreneurship, Nonprofits, Team Building, Small Business, Program Management
Education
National University
Bachelor of Business Administration (BBA), Business/Marketing
Bank of America May 2014 - Present
Bank of America December 1990 - May 2014
Countrywide Home Loans December 1990 - September 2005
Skills
Test Management, Quality Center, Test Planning, Usability Testing, User Acceptance Testing, SDLC, Requirements Analysis, Business Analysis, Change Management, Quality Assurance, Risk Management, Process Improvement, Requirements Gathering, Testing, Business Requirements, Mortgage Lending, Software Project..., Software Quality..., Project Portfolio..., Software Documentation, Resource Management, Management, Systems Analysis, Agile Project Management, Mortgage Banking, Waterfall, Business Intelligence, Loans, Regression Testing, Analysis, Loan Origination, Financial Risk, Credit, Manual Testing, Residential Mortgages, Defect Tracking
Education
National University 1982 — 1984
MBA, Accounting and Finance
Arkansas Tech University, Russellville, AR 1963 — 1967
Bachelor's Degree, Psychology
Balboa High, Canal Zone 1961 — 1963
PHD - Pamala Henderson Direct June 2012 - Present
Pasadena Humane Society 2012 - Present
People Helping People December 2010 - June 2012
Bank of America September 2008 - May 2011
Personal Business Interaction 1963 - 2011
Countrywide Bank December 2007 - August 2008
Financial Freedom Senior Funding May 2004 - March 2006
Fannie Mae 1986 - 2004
Skills
Reverse Mortgages, Risk Management, Mortgage Lending, Strategic Planning, Mortgage Banking, Loan Origination, FHA, Underwriting, Program Management, Residential Mortgages, Entrepreneurship, Management, Loans, Credit, Portfolio Management, Banking, Leadership, Sales
Education
National University 1986 — 1988
MBA, Business Administration
University of California, Los Angeles 1981 — 1985
B.A., Economics
Bank Of America September 2008 - Present
Countrywide Bank September 2006 - September 2008
Countrywide Financial February 2001 - September 2006
Skills
Software Development, Databases, Microsoft SQL Server, ASP.NET, Banking, Visual Studio, Silverlight, Visual C#, XAML, HTML, Ria Services, Entity Framework, MVVM, WPF
Education
National University 1997 — 1999
Master of Science, Software Engineering
National University 1994 — 1997
Bachelor of Science, Computer Science
Plaza Home Mortgage, Inc. February 2015 - Present
Stearns Lending, LLC December 2013 - February 2015
Bexil American Mortgage Inc. November 2011 - December 2013
Union Bank November 2010 - November 2011
American Mortgage Network, dba Vertice May 2003 - November 2009
Kirkpatrick & Lockhart LLP September 2002 - May 2003
Bank of America May 2001 - September 2002
Microsoft HomeAdvisor February 2001 - May 2001
iOwn November 1998 - February 2001
Kirkpatrick & Lockhart LLP 1993 - 1998
Skills
Mortgage Lending
Education
National University
MBA, Business Administration
North Carolina Wesleyan College
BA, English, French
University of San Diego
Legal Assistant, Law
Bank of America July 2012 - Present
Bank of America May 2012 - November 2012
Bank of America August 2010 - July 2012
Bank of America July 2006 - August 2010
Bank of America July 2006 - August 2010
General Dynamics November 2004 - July 2006
US Navy 1995 - 2004
Skills
Cross-functional Team..., Process Improvement, Testing, Project Management, Risk Management, Project Planning, Business Requirements, Management, Test Planning, Management Consulting, System Testing, Budgets, Training, Information Technology, Forecasting, Release Management, Business Analysis, SDLC, Business Process..., PMO, Quality Assurance
Education
National University 2005 — 2006
MBA, Finance
National University 2002 — 2004
BS, MIS, Database Administration
ARMATURE Corporation May 2015 - Present
The Ridge Group October 2014 - Present
Perceptive Software May 2011 - September 2014
Sebis Direct, Inc. July 2010 - May 2011
Internet Payment Exchange, Inc. April 1999 - April 2010
EIS International January 1998 - April 1999
InteliData January 1997 - January 1998
Deluxe Data April 1995 - January 1997
Bank of America October 1991 - April 1995
Skills
Enterprise Software, SaaS, Professional Services, Software Development, Solution Selling, Requirements Analysis, Integration, Sales Process, Cloud Computing, Salesforce.com, Enterprise Content..., New Business Development, Business Intelligence, Team Leadership, Software Project..., Strategic Partnerships, Product Marketing, Document Management, Pre-sales, Business Analysis
Education
National University of Ireland, Galway
Union Bank June 2014 - Present
Freedom Mortgage November 2013 - June 2014
Bank of America June 2004 - October 2013
Bank of America 2004 - October 2013
Skills
Loans, Sr. Underwriter with..., Conventional and FHA..., Conforming and non..., Assisting First Time..., Bond loans, Loan Origination, Mortgage Banking, Credit, Mortgage Lending, Bonds, VA Loans, Credit Analysis, Mortgage Underwriting, Refinance, USDA, FHA, First Time Home Buyers, Residential Mortgages, FHA Financing
Education
National University 2006 — 2010
Bachelor's Degree, Elementary Education and Teaching
National University 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Bank of America September 2009 - Present
Indymac Bank February 2007 - September 2009
United Healthcare August 2005 - February 2007
Education
University of Southern California 2001 — 2004
MS, Biostatistics, Molecular Biology and Immunology
National Taiwan University 1996 — 1999
National Residential Mortgage, A Heartland Financial USA Company December 2012 - Present
National University August 2011 - April 2013
Bank of America April 2009 - June 2011
First Franklin 2004 - 2006
Novelle Financial Services 2001 - 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Analysis, Accounting
Education
National University 2011 — 2013
Bachelor of Science (BS), Accounting
Sacramento City College 1991 — 1992
General Studies, General
Wells Fargo Home Mortgage April 2015 - Present
EverBank Home Lending July 2012 - April 2015
Bank of America 2008 - 2012
Skills
Loans, Mortgage Lending, Real Estate, Mortgage Banking, VA loans, Microsoft Office, Residential Mortgages, Project Management, Banking, Customer Service, Loan Origination, FHA, Microsoft Excel, Refinance, Risk Management, Credit, Financial Analysis, Business Analysis, Investment Properties
Education
National University 2002 — 2004
Master of Business Administration (M.B.A.), Financial Management
Bank of America January 2009 - Present
Merrill Lynch October 1995 - Present
Smith New Court August 1994 - January 1995
Skills
Project Management, Risk Management, Software Development, Business Analysis, SDLC, Vendor Management, IT Strategy, Software Project..., Requirements Analysis, Program Management, Analysis, SQL, Strategic Planning, Process Improvement, IT Management, PMP, Data Analysis, Product Management, Team Leadership, Visio, SharePoint, Electronic Trading, Equities, Project Portfolio..., Requirements Gathering, Trading Systems, Business Requirements, Trading, Equity Trading, Project Planning, Business Intelligence, Management, Fixed Income, Options, Enterprise Architecture, Derivatives, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Marketing, Statistics
National Taiwan University 1986 — 1990
BS, Atmospheric Science
LAUSD September 2009 - Present
Bank of America July 2006 - December 2009
bank of america 2006 - 2009
Education
National University 2009 — 2010
Masters of Education, Teaching
Whittier College 2006 — 2008
B.A., Biology
Bank of America May 2009 - March 2012
Advanta August 2004 - February 2009
Bank of America 2004 - 2004
Fleet Bank 2002 - 2004
Fleet Credit Card Services 2002 - 2004
Skills
Credit Risk, SAS, Credit Cards, Data Mining, Data Analysis, Risk Management, Analytics, Banking, Segmentation, Analysis, Forecasting, Predictive Analytics, Credit, SAS programming, Management, Credit Analysis, Financial Risk
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1987 — 1993
MS, Engineering
Scotiabank January 2013 - Present
BMO Financial Group September 2012 - January 2013
Bank of America December 2010 - June 2012
Infinium Capital October 2009 - November 2010
cm2 June 2003 - April 2009
Skills
QTP, Test Planning, JIRA, Agile Methodologies, Quality Center, VBScript, SDLC, SQL, Test Automation, Quality Assurance, Visual Basic, XML, Visual Studio, Software Development, Regression Testing, Microsoft SQL Server, Requirements Analysis, Software Quality..., Manual Testing, System Testing
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1987 — 1994
Engineering
ITT Technical Institute September 2013 - November 2014
Sprint October 2005 - August 2013
Verizon Wireless September 2003 - September 2005
San Dieguito Unified School District September 2002 - August 2003
Encinitas Optical October 1998 - February 2002
Bankruptcy Center October 1993 - August 1998
Bank of America 1987 - 1993
Skills
Management, Training, Customer Retention, Sales, Leadership, Customer Service, Budgets, Contract Negotiation, Recruiting, Account Management, Team Building, Wireless, Customer Satisfaction, Networking, Inventory Management, Customer Experience, Human Resources, Strategic Planning, Telecommunications, P&L Management, Payroll, Interviews, Sales Operations, Onboarding, Marketing Strategy, Operations Management, Forecasting, Vendor Management, Finance, Hiring, Sales Management, Salesforce.com, CRM, Cross-functional Team..., Direct Sales, Process Improvement, Coaching, Microsoft Office, Business Development, Project Management, Team Leadership, Product Management, Sales Process, Mobile Technology, Training/Teaching, Cold Calling, Marketing, Employee Relations, Time Management, B2B
Education
Villanova University
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
National University
Teaching Credential, Business
National University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude
First Tech Federal Credit Union April 2001 - Present
HP 2001 - 2004
Bank of America January 1994 - April 2001
Skills
Banking, Credit, Member Relations, Mortgage Lending, Consumer Lending, Sales Management, Building Relationships, Consultative Sales..., Microsoft Excel, Microsoft Office, Risk Management, Team Building, Credit Unions, Loans, Process Improvement, Coaching, Retail Banking, Credit Analysis, Loan Origination, Credit Cards, Commercial Lending, Financial Services, Small Business Lending, Payments, Commercial Banking, Management
Education
National University 1989 — 1991
MBA, Marketing
Bank of America July 2010 - Present
Skills
Call Centers, Pharmacy Benefit..., Medicare Part D, HIPAA, Managed Care, Medicaid, Process Improvement, Software Documentation, Insurance, Account Management, Cross-functional Team..., Leadership, Medicare, Strategic Planning, Business Analysis
Education
National University
BSCS
Bank of America April 2013 - Present
Wells Fargo Home Mortgage May 2009 - May 2013
Bank of America 1989 - 2009
Skills
Refinance, Mortgage, Purchase, First Time Home Buyers, Real Estate, FHA, Mortgage Lending, Loans, Conventional, Home, Residential, Mortgage Industry, Credit, Loan Origination
Education
National University
MBA, Marketing, Finance
Bank of America May 2012 - Present
Goldman Sachs April 2000 - May 2012
Citi June 1999 - April 2000
J.P. Morgan June 1994 - June 1999
Bellcore 1989 - 1993
Skills
Core Java, Java Concurrency..., Java Performance Tuning, JVM, Perl, C++, Unix Shell Scripting, Sybase, DB2, SQL, Python, Jython, Object Oriented Design, Web Development, Scala
Education
Queens College 1989 — 1990
Master's degree, Computer Science
National Tsing Hua University 1980 — 1984
Bachelor's degree, Applied Mathematics
City College of San Francisco August 2010 - Present
Bank of America May 1996 - March 2005
Skills
Literary Criticism, Higher Education, Editing, Teaching, Writing, Copy Editing, Creative Writing, Proofreading, Research, Community Outreach, Poetry
Education
National University 2006 — 2008
M.A., English Literature
Saint Mary's College 1988 — 1992
Bachelor of Arts, Philosophy - English Literature
AEGON June 2000 - Present
AEGON 2000 - 2010
Vencor Inc. now Kindred Healthcare August 1997 - July 2000
Bank of America 1995 - 1997
Bank of America 1994 - 1995
Bank of America 1992 - 1993
Bank of America 1987 - 1992
Skills
NX-OS, Cisco IOS, Network Design, Cisco Technologies, IOS Firewall, Disaster Recovery, Network Security, Routers, Switches, Cisco Wireless, Cisco Nexus, VPN, BGP, Cabling, Cisco Firewall Security, Firewalls, Data Center, WAN, TCP/IP, Business Continuity, CCNA, Citrix, IT Management, IT Operations, Network Administration, Network Architecture, Networking, Routing, Security, Servers, Telecommunications, Troubleshooting, Unified Communications, VMware, Vendor Management, Virtualization, VoIP, Windows Server
Education
National University 1983 — 1985
MBA, Marketing, Finance
University of Louisville 1973 — 1977
BA, Business
Bank of America August 2005 - Present
Bank of America December 2004 - July 2005
Citigroup Citi Cards January 2001 - December 2004
Citi August 1999 - November 2004
The Associates First Capital August 1999 - December 2000
Skills
E-commerce, Digital Marketing, On-line Banking, e-Banking, Database Marketing, Data Analysis, Risk Management, Credit Analysis, Credit Cards, Credit Risk, Email Marketing, Email Campaigning
Education
University of Texas
Master of Information System
University of Texas 1996 — 1998
MBA, Marketing/Marketing Management, General
National Taiwan University
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Bank of America August 2010 - Present
AllianceBernstein May 2006 - May 2010
MRU Holdings September 2005 - April 2006
Find.Com September 2004 - August 2005
ProcureStaff Technologies September 2002 - August 2004
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1982 — 1992
Ph.D, Theoretical Mechanics
SILVERTON MORTGAGE SPECIALIST, INC. August 2009 - Present
Wells Fargo Home Mortgage 2008 - 2009
CTX Mortgage 2006 - 2008
Bank of America December 2003 - July 2006
Skills
Refinance, FHA, Mortgage Lending, Mortgage Banking, Loan Origination, USDA, Residential Mortgages, VA loans, FHA financing, Loans, Credit, Construction Loans, Reverse Mortgages, Certified Mortgage..., Credit Analysis, Government Loans, Mortgage Underwriting, Banking, Underwriting, First Time Home Buyers, Financial Services, Home Equity Loans, Sellers, Real Estate Financing, Small Business Lending, Referrals, HUD
Education
National University 2001 — 2002
Master of Science (MS), Elementary Education and Teaching
San Diego State University-California State University 1996 — 2001
Political Science (BS), Communication and Media Studies, DEGREE
Multilingual Social Services July 2008 - Present
Advanz Social Services March 2003 - July 2008
Washington Mutual March 1999 - February 2003
Concorde Career College January 1997 - February 1998
Bank of America January 1994 - December 1996
Education
National University 1998 — 1999
BA, Psychology
Pepperdine University
MA, Clinical Psychology
Chase July 2015 - Present
Bank of America September 2013 - July 2015
AT&T January 2013 - October 2013
CTI August 2011 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Research, Data Analysis, Training, Leadership
Education
National University 2010 — 2011
Master of Business Administration (MBA), Finance Management
Bank of America July 2013 - Present
Bank of America June 2011 - July 2013
WTAS May 2010 - August 2010
HKM Publishing May 2009 - July 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, CPA, Financial Reporting, Microsoft Word, Accounting, Microsoft Office, GAAP, Financial Accounting, Corporate Finance, Financial Statement..., Internal Controls, Team Leadership, Accountability, Managerial Finance
Education
Villanova University 2007 — 2011
Bachelor of Science (BS), Accounting, Finance, International Business
National University of Ireland, Galway 2009 — 2009
AIG January 2013 - Present
Virtusa June 2000 - Present
Con Edison April 2012 - December 2012
Alere, Inc. June 2011 - March 2012
Bank of America February 2010 - April 2011
Chartis December 2007 - January 2010
Chartis September 2006 - December 2007
Freddie Mac February 2006 - September 2006
AIU Holdings December 2005 - February 2006
AIU Holdings October 2005 - December 2005
Skills
Pega PRPC, Pegasystems PRPC, Business Process..., Business Process Design, SOAP, Enterprise Architecture, Web Services, JSP, EAI, Tomcat, Solution Architecture, Oracle, JMS, Struts, Agile Methodologies, SDLC, Servlets, JDBC, DB2, Application Architecture, Requirements Gathering, Management
Education
National University of Ireland, Galway 2001 — 2003
B.Sc, Management Information Systems
Far East National Bank September 2011 - Present
Taipei Fubon Bank April 2010 - May 2011
Comerica Bank October 2005 - March 2010
Bank of the West 2002 - 2005
Bank of America 1989 - 2002
Education
University of Illinois at Urbana-Champaign 1986 — 1989
Master of Science, Economics
National Taiwan University 1982 — 1986
BS, Economics
US Bank January 2011 - Present
Bank of America August 1998 - January 2011
Hacienda Mortgage December 2004 - February 2009
Skills
Bilingual-Spanish, Team Management, Outstanding Customer..., Credit Analysis, Problem Solving, Consumer Lending, Mortgage Lending, Financial Analysis, Compliance Audits, Coaching Staff, Sales Management, Reliability
Education
National University 2011 — 2012
Currently attending, Financial Magement with a focus in Accounting
Southwestern College 1998 — 2011
Associates, Accounting and Real Estate
Media Services May 2014 - Present
Bank Of America July 2012 - May 2014
Alta Hospitals January 2004 - August 2012
International Land Systems January 2001 - January 2003
Skills
T-SQL, SQL database design, Crystal Reports, Visual Basic, Data Mining, SQL Server 2000-2008, VBA, SSRS, SSIS, Stored Procedures, Database Development, ETL, Database Design, VB.NET, SQL Server, Data Modeling, ADO, Business Objects, Application Development, Microsoft SQL Server, Databases, SQL, Software Development, Project Management, SDLC
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1996 — 2001
Bachelor of Engineering (BE), Mechanical Engineering
Murray Company March 2015 - Present
USAF June 2004 - Present
Bank of America September 2003 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Customer Service, Government, 10 Key, Outlook, PowerPoint
Education
National University
Criminal Justice
UCSF - Center for the Health Professions June 2013 - Present
UCSF SFGH Psychiatry/Alliance Health Project January 2012 - June 2013
Bank of America December 2011 - 2012
Information Systems Support, Inc, June 2004 - August 2006
Skills
Microsoft Office, Outlook, PowerPoint, Data Analysis, Teamwork, 10 Key, Accounts Payable, Mac OS, Microsoft Operating..., Working in fast-paced..., Multi Tasking, Strategic Thinking, Microsoft Excel, Microsoft Word, Project Management, Project Delivery, Collaborative Leadership, Customer Service, Long-term Customer..., Business Acumen, Social Media Marketing, Multilingual, Marketing Strategy, Creative Writing, Comfortable working..., HR Policies, Account Reconciliation, Accounts Receivable, Public Speaking, Strategic Planning, Interpersonal..., Marketing, Management
Education
National Taiwan University 2009 — 2010
Chinese Language and Literature
San Francisco State University 2007 — 2009
Bachelor of Arts (B.A.), Chinese Language and Literature
Pine, Pedroncelli, & Aguilar CPAs December 2014 - Present
ETAA Charter School April 2005 - October 2014
Compton High School September 2003 - April 2005
Bank of America March 2000 - May 2003
Skills
Customer Service, Microsoft Office, Strategic Planning, Leadership, Team Building, Business Service...
Education
National University 2013 — 2014
Bachelor's degree, Business Administration and Management, General
Porterville College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Morgan Hill Unified School District August 2001 - Present
Cupertino National Bank June 1992 - October 1992
Bank of America June 1976 - October 1989
Education
National University 2000 — 2001
Teaching Credential, Elementary Education and Teaching
Santa Clara University 1974 — 1978
Bachelor of Science (BSc), Business Administration and Management, General
Capital One June 2015 - Present
Bank of America June 2014 - August 2014
Merrill Lynch June 2012 - August 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economics
National Taiwan University of Science and Technology 2013 — 2013
Murrieta Valley Unified School District January 2006 - Present
Bank of America October 1991 - July 2005
Bank of America March 1974 - September 1991
Skills
Management, Microsoft Office, Customer Service, Banking, Loans
Education
National University 1974 — 1985
Bachelor of Business Administration (BBA) Masters: Human Behavior, Business & Psychology
University of California, Riverside 1956 — 1958
Liberal Arts and Sciences/Liberal Studies