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.
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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
Mountain View Middle School 2015 - Present
Spanaway Middle School August 2014 - May 2015
Mel Korum YMCA February 2014 - February 2015
Mel Korum YMCA June 2014 - August 2014
Bonney Lake High School September 2013 - May 2014
Army National Guard February 2006 - February 2013
Bank of America June 2010 - June 2012
Skills
Secondary Education, Social Studies, Language Arts, Middle School, Public Speaking, Tutoring, Sports, Lesson Planning, Technology Integration, History, 21st Century Skills, Classroom, Classroom Management, Curriculum Development, DoD, Educational Leadership, Educational Technology, Teaching, Training
Education
Pacific Lutheran University 2013 — 2015
Bachelor of Arts (B.A.), Secondary Education, Senior
Pierce College at Puyallup 2011 — 2013
Associate of Arts (A.A.), General Education
Brightway Insurance January 2015 - Present
AAA May 2013 - January 2015
Allstate December 2011 - May 2013
SunTrust 2005 - 2007
Bank of America 2003 - 2005
Skills
Mortgage Lending, Financial Services, Loan Origination, Loans, Mortgage Banking, Credit, Risk Management, Retirement Planning, Investment Properties, Liability, Residential Mortgages, Sales Management, Home & Condo Insurance, Auto Insurance, Property & Casualty..., Umbrella Insurance, First Time Home Buyers, Customer Service, Foreclosures, Insurance, Marketing, Property, Real Estate, Sales
Education
Pace University - Lubin School of Business
Bachelor's Degree, Accounting
Microsoft August 2015 - Present
empower. January 2012 - Present
Microsoft September 2013 - October 2014
Microsoft September 2010 - February 2012
Meteor Solutions January 2010 - June 2010
Seattle Seahawks & Sounders FC May 2006 - January 2009
Washington Secretary of State May 2004 - May 2006
Bank of America May 2002 - May 2004
Skills
Public Speaking, Public Relations, Marketing Strategy, Account Management, Team Leadership, Business Development, E-commerce, CRM, Budgets, Salesforce.com, Product Management, Sales Management, Market Research, HTML, Team Building, SharePoint, Social Networking, Photoshop, Negotiation, Graphic Design, Customer Service, Vendor Management, Sales, DoubleClick, Google Analytics, Data Analysis, SEO, SEM, Social Media Outreach, Social Media Consulting, IT Recruitment, Event Management, Event Planning, Corporate Events, Fundraising, CMS, Microsoft Technologies, Apple, E-newsletter, Interviews, Custom Facebook Pages, Facebook Fan Page..., Digital Marketing, Python, Digital Media, Strategic Partnerships, Online Marketing
Education
University of Washington 2012 — 2012
Course - Intro to Programming, Python Emphasis
Pacific Lutheran University 2002 — 2006
BA, Political Science, Legal Studies
AC Davis High School
HomeStreet Bank September 2013 - Present
National Residential Mortgage, A Heartland Financial USA Company August 2011 - August 2013
Bank of America 2006 - July 2011
Wells Fargo Home Mortgage October 2005 - September 2006
Castlerock Lending October 2000 - September 2005
Education
Pace University-Pleasantville/Briarcliff Campus
BA
Bank of America June 2014 - Present
Merrill Lynch December 2013 - June 2014
PLU Catering March 2012 - May 2014
Mary Lund-Davis Student Investment Fund June 2013 - February 2014
Pacific Lutheran University January 2013 - December 2013
Mary Lund-Davis Student Investment Fund January 2013 - December 2013
Mary Lund-Davis Student Investment Fund September 2012 - December 2013
Lahaina Pizza Company June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Accounting, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Research, Financial Analysis, Leadership, Data Analysis, Management, Teamwork, Critical Thinking, Nonprofits, Portfolio Management, Team Leadership, Social Media, Public Relations
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA) Finance, Minor: Economics
Acumed November 2014 - Present
Hansen Hunter and Co. PC June 2008 - November 2014
Bank of America 2007 - 2008
Tuality Healthcare June 2007 - August 2007
Skills
Accounting, GAAP, Financial Statements, Auditing, Internal Controls, General Ledger, Cash Flow, CPA, 10 Key, Outlook, PowerPoint, Pivot Tables, Microsoft Word, Highly detail oriented, Microsoft Excel, Microsoft Office, Financial Accounting, Financial Reporting, QuickBooks, Customer Service, Account Reconciliation, US GAAP
Education
Pacific University 2004 — 2008
BA, Accounting/Finance
Bank of America October 2009 - October 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Pacific Lutheran University 2002 — 2006
Bachelor's Degree, Religion/Religious Studies, 3.4
Pinnacle Capital Mortgage Corp 2015 - Present
Wells Fargo Home Mortgage 2013 - 2015
Desert Schools Federal Credit Union 1999 - 2013
Bank of America 1996 - 1999
Skills
Loans, Consumer Lending, Mortgage Lending, VA loans, Commercial Lending, FHA, Loan Servicing, Loan Origination, FHA financing, Refinance, Banking, Mortgage Underwriting, Home Equity Loans, Credit, Underwriting, Certified Mortgage..., Home Equity Lines of..., Processing, Operations Management, Indirect lending, Management, VA Loans
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Banc of America Merill Lynch January 2000 - Present
Bank of America January 2007 - December 2007
Bank of America February 2000 - December 2006
Key Bank, NA February 1997 - February 2000
KeyBank June 1991 - February 2000
Key Bank, NA October 1996 - February 1997
Key Bank, NA January 1993 - October 1996
Puget Sound Bank September 1991 - January 1993
Skills
Loans, Lines Of Credit, Commercial Banking, Underwriting, Credit, Financial Modeling, Portfolio Management, Financial Services, Banking, Financial Analysis, Credit Analysis, Credit Risk, Commercial Lending, Small Business Lending, Finance, Cross Selling, Cash Flow, Loan Origination, Funding, Cash Management, Asset Based Lending, Mergers & Acquisitions, Risk Management
Education
Pacific Luthern University 1997 — 1999
Bachelors, Finance, General
Pacific Lutheran University 1988 — 1991
Bachelor's Degree, Finance
First American Title Company Northwest January 2015 - Present
Chicago Title Insurance Company July 2013 - August 2014
Kitsap Bank March 2012 - July 2013
The Legacy Group August 2009 - February 2012
Nordstrom September 2000 - November 2011
Bank of America 2008 - 2009
DHI Mortgage 2007 - 2008
Pierce Commercial Bank 2004 - 2007
Columbia Bank 2001 - 2004
Skills
Business Development, Professional..., Customer Service, Marketing Strategy, Intercultural,..., Effective Time..., Self Motivated and..., Managerial Experience, Sales, Compliance, Real Estate Transactions, Investors, Private banking, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Short Sales, FHA financing, Government Loans, REO, Subordinations, USDA Rural Housing, Cross-functional Team..., Management, Underwriting
Education
The Evergreen State College 1998 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Pacific Lutheran University 1997 — 1998
Tacoma Community College 1995 — 1997
General Studies
Life center
Tacoma Baptist
Private Client Mortgage Banker November 2014 - Present
Wells Fargo Home Mortgage June 2013 - November 2014
Bank of America March 2008 - June 2013
Skills
Refinance, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, VA loans, Residential Mortgages, Loans, FHA financing, Jumbo Mortgage, Construction Loans, Consumer Lending, Home Equity Lines of..., First Time Home Buyers, Commercial Mortgages, Mortgage Servicing, Home Equity Loans, Investment Properties, REO
Education
University of La Verne 2012 — 2013
Master's degree, Business Administration and Management, General
Pacific Lutheran University 1998 — 2001
Bachelor's of Biology
Northwestern Mutual November 2008 - Present
Bank of America March 2007 - November 2008
Education
Pacific Lutheran University 2003 — 2007
BBA, Marketing and Economics
Anacortes High School 1999 — 2003
General Studies, Business, Marketing, Math, etc.
Thriive January 2013 - Present
Bank of America January 2009 - January 2013
Skills
Non-profits, Fundraising, Microsoft Office, Community Outreach, Public Speaking, Social Media, Volunteer Management, Microsoft Excel, Research, PowerPoint, Customer Service, Microsoft Word, Event Management, Event Planning, Nonprofits, Data Analysis, Leadership
Education
Pacific Lutheran University 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Pacific Lutheran University - School of Business 2004 — 2006
Minor, Business Administration and Management, General
Bank of America February 2012 - Present
Wells Fargo October 2007 - February 2012
Skills
Private Banking, Series 7, Loans, Treasury Services, Banking, Investments, Commercial Lending, Credit, Small Business Lending, Consumer Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Retail Banking, Lines Of Credit, Retirement Planning, Commercial Banking, Relationship Management, Wealth Management, Treasury Management, Series 63, Strategic Financial..., Series 6, Mortgage Banking, Wealth Management..., Finance, Financial Services, Equities, Mutual Funds, Securities, High Net Worth..., Cash Management, Financial Analysis, Life Insurance, Credit Risk, Insurance, Risk Management, Commercial Mortgages, Asset Allocation, Estate Planning, Financial Advisory
Education
Pacific College of Oriental Medicine 1999 — 2002
Oriental Medicine, Acupuncture and Oriental Medicine, 3.8
Towson University
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
RS Platou Markets May 2011 - Present
Fortis DME Securities, LLC October 2007 - May 2011
Tullett Prebon June 2004 - October 2007
Bank of America February 1997 - May 2004
Wellington Management January 1993 - February 1997
Skills
Equities, Capital Markets, Investment Banking, Hedge Funds, Equity Derivatives, Options, Fixed Income, Emerging Markets, Securities, Electronic Trading, Trading, Prime Brokerage, Financial Services, Banking, Portfolio Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Washington & Lee University
Bachelor of Arts (B.A.), History
Bank of America August 2011 - Present
ETF Specialists, LLC March 2010 - July 2011
GoldenTree Asset Management September 2006 - May 2009
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Fixed Income, Hedge Funds, Middle Office, Portfolio Management, Risk Management, Trading, Securities
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase May 2009 - Present
Wing Luke Asian Museum October 2011 - December 2013
Citi Private Bank June 2007 - February 2009
Bank of America November 2003 - June 2007
Bank of America (formerly Seafirst Bank) 1990 - 2007
Education
Pacific Lutheran University 1988 — 1990
mba, MIS/Finance
EDI
St. Xaviers
Commerce
Brockport Auxiliary Service Corporation August 2010 - Present
SUNY Brockport September 2009 - Present
Bank of America July 2012 - August 2013
Finance Club August 2011 - April 2012
Rodman International Trading Competition, Adirondack Cup Competition September 2011 - March 2012
Brockport Auxiliary Service Corporation May 2011 - August 2011
Brockport Auxiliary Service Corporation August 2009 - August 2010
MSP in NYC June 2006 - August 2008
Skills
Event Management, Sales Management, Communication, Tutoring, Sports Marketing, Sports Management, Customer Service, Sports, Cultural Geography, International Relations
Education
Pace University - Lubin School of Business 2013 — 2014
MBA international business
The College at Brockport, State University of New York 2008 — 2012
Bachelor of Science, Finance Minor Economics
Wells Fargo Bank February 2007 - Present
North Fork Bank August 2003 - February 2007
Bank of America January 1994 - August 2003
JPMorgan Chase July 1990 - December 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1989
BBA, Finance
Ward Melville HS
Charles A Mastrovich, DDS, APC January 1991 - Present
Cal State San Marcos 1992 - 1993
Grossmont College 1991 - 1992
Intellisearch, Inc 1989 - 1989
Bank of America 1986 - 1989
GMAC Mortgage 1983 - 1985
Skills
Public Speaking, Customer Service, Microsoft Office, Marketing Strategy, Project Management, Team Building, New Business Development, Social Media, Team Leadership, Marketing Communications, Event Planning, Program Management, Editing, Cross-functional Team..., Social Media Marketing, Facebook, Human Resources, Team Mentoring, Recruiting, Small Business, Event Management, Presentations, Business Coaching, Strategic Hiring, Business Development, Strategic Planning, Business Strategy, Business Planning, Communication, Internal & External..., Communication Skills, Corporate Communications, Management Consulting, Healthcare Consulting, Strategy, Data Analysis
Education
University of San Diego 1986 — 1989
MBA, Masters in Business Administration
Pacific Union College 1981 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America December 2009 - June 2011
Late Show with David Letterman January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Washington Mutual February 2007 - May 2008
Skills
Financial Services, Investment Banking, Portfolio Management, Risk Management, Derivatives
Education
Pace University - Lubin School of Business 2007 — 2009
B.B.A., Finance
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Markit April 2011 - Present
Bank of America October 2010 - March 2011
Moodys Investor Services April 2008 - July 2010
Thomson Reuters April 2007 - April 2008
Standard & Poor's September 2003 - April 2007
Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Equities, Business Analysis, Credit Derivatives, Bonds, Risk Management, VBA
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Financial Management
Wichita State University 1999 — 2001
MSEE, Electrical and Computer Engineering
1994 — 1998
BSEE, Electrical Engineering
US Bank January 2012 - Present
Bank of America August 1993 - December 2011
Shawmut National Bank June 1989 - August 1993
US Army June 1985 - May 1989
Education
Pacific Lutheran University - School of Business 1987 — 1989
MBA, Business Administration
University of Vermont 1980 — 1985
BA, Accounting
MBAF CPAs, LLC January 2014 - Present
Mayer Hoffman McCann P.C. January 2008 - January 2014
CBIZ MHM, LLC January 2008 - January 2013
Wachovia 2004 - 2007
Bank of America 2001 - 2003
Ernst & Young LLP 1985 - 2000
Stuart Becker & Company PC 1982 - 1985
Skills
Tax, Estate Planning, High Net Worth..., Strategic Financial..., Retirement Planning, Income Tax, Investments, Finance, Financial Advisory, CPA, Financial Services, Wealth, Privately-held..., Wealth Transfer Planning, Corporate tax planning, Tax preparation and..., Investment and..., Charitible giving...
Education
Pace University - Lubin School of Business 1990 — 1992
MST
University of Bridgeport
BS in Accounting
FirstREX October 2013 - Present
Redfin May 2012 - May 2013
Eagle Home Mortgage April 2010 - May 2012
Bank of America June 2004 - April 2010
Golf Savings Bank August 1999 - June 2004
Skills
Leadership, Training, Management, Recruiting, Business Development, Sales, Account Management, Team Building, Credit, Analysis, Loans, Mortgage Lending, New Business Development, Marketing, Start-ups, Business Process..., Negotiation, Coaching, FHA, Mortgage Banking, Short Sales, First Time Home Buyers, Loan Origination, Investment Properties
Education
Pacific Lutheran University 1983 — 1985
Business Administration, Communication
Tacoma Community College 1981 — 1983
Associates, Arts & Sciences
Capital One August 2013 - Present
Webster Bank June 2012 - August 2013
Bank of America June 2011 - December 2012
USA Bank April 2004 - May 2011
Skills
Banking, Credit, Loans, Commercial Lending, Business Development, Small Business Lending, Real Estate, Management, Commercial Banking, Lines Of Credit, Mortgage Lending, Consumer Lending, Retail Banking, Commercial Mortgages, Mortgage Banking, Cross Selling, Loan Origination, Credit Cards, Relationship Management
Education
Pace University - Lubin School of Business 1998 — 2003
BBA, Finance
Standard Chartered Bank April 2015 - Present
Gelber Group LLC September 2014 - December 2014
Credit Suisse July 2007 - August 2014
Bank of America 2002 - 2007
Asahi Bank August 2000 - October 2001
Skills
Currency, FX, Trading, Fixed Income, Commodity
Education
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
The Entrepreneur's Source March 2012 - Present
Bank of America January 2004 - November 2011
Fleet Capital Corporation November 1991 - January 2004
Lazere Financial Corporation 1974 - 1987
Skills
Asset Based Lending, Leasing, Six Sigma, Commercial Lending, Software Project..., Operational Risk..., Factoring, Web Applications, Information Management, Information Security..., Financials, Strategic Leadership, Cross-functional Team..., Virtual Teams, Letters Of Credit, Suppy Chain Financing, Accounts Receivable..., Inventory Financing, New Business Development, Loan Servicing, Client Administration, Technology Development, Technology Integration, Technology..., Vendor Management, Software Implementation, Loan Operations, Stucky Loan System, Cash Management, Performance Metrics, Business Metrics, Commercial Finance, Equipment Leasing, Asset Finance, Technology Executive, Risk, Loans, Budgeting, Banking, Portfolio Management, Risk Management, Franchise Consulting, Coaching, Business Acquisition, Employment Counseling, Entrepreneurship, Entrepreneur, Opportunity Assessments, self-employment..., Budgets
Education
Pace University-New York 1967 — 1971
BBS, Accounting, Computer Science
Kaiser Permanente November 2009 - Present
WaMu Card Services October 2004 - January 2009
Bank of America July 1996 - December 2003
Education
Pace University - Lubin School of Business
BBA, Marketing
Wells Fargo June 2015 - Present
Bank of America January 2010 - Present
Bank of America 2005 - 2009
Bank of America 2000 - 2005
Bank of America 1997 - 2000
Skills
Relationship Management, Risk Management, Management, Strategy, Vendor Management, Leadership, Product Management, Banking, Cross-functional Team..., CRM, Team Building, Change Management
Education
Vanderbilt University - Owen Graduate School of Management
Certification, Bank Operations & Technology
American Bankers Association
Operations & Automation Certification, Business of Banking School
Pace University - Lubin School of Business
BBA, Management, Banking, Marketing
Winthrop-University Hospital June 2015 - Present
Bank of America July 2014 - December 2014
Bank of America August 2013 - July 2014
The College at Brockport State University Of New York February 2013 - May 2013
The College at Brockport State University Of New York October 2011 - May 2013
Skills
Microsoft Office, English language skills, Computers, Proficient Typing Skills, Microsoft Excel, Banking, Time Management, Loans, Microsoft Word, PowerPoint, Leadership, Event Planning, Customer Service, Public Speaking, Accounting, Teamwork, Social Media, Research, English
Education
Pace University - Lubin School of Business 2015 — 2016
Master of Science (MS), Financial Management
Pace University - Lubin School of Business 2013 — 2015
Accounting, Accounting
State University of New York College at Brockport 2011 — 2013
Accounting, 3.13
Foot Locker August 2014 - Present
Tune Magazine January 2010 - Present
Bank of America May 2008 - September 2012
Need a break.... June 2005 - December 2009
Skills
Motivational Speaking, Critical Thinking, New Business Development, Entrepreneurship, Business Understanding, Fashion, Marketing Communications, Communication, Team Leadership, Team Building, Management
Education
Stony Brook University 2012 — 2015
Bachelor of Science (B.S.), Physics and Mathematical and Business
Pace University - Lubin School of Business 2012 — 2013
Bachelor of Science (B.S.), Mathematics and Business
Bank of America July 2015 - Present
Bank of America September 2005 - Present
Bank of America August 2004 - September 2005
Bank of America June 1998 - August 2004
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Risk, Mortgage Lending, Credit Analysis, Risk Management, Financial Risk, Consumer Lending, Mortgage Banking, Operational Risk, Credit Cards, Commercial Lending, Customer Service
Education
Pace University - Lubin School of Business 2003 — 2007
Master of Business Administration (MBA), Marketing/International Business
State University of New York at Albany 1998 — 2002
Bachelor of Arts (BA), French/Russian
HomeStreet Bank March 2012 - Present
Bank of America January 2009 - March 2012
Bank of America January 2009 - August 2011
Minh Toan LDC November 2007 - October 2008
Metro Parks Tacoma December 2005 - September 2006
Skills
Project Management, Loans, Outlook, Leadership, Customer Service, Banking, Management, Credit, Analysis, Training, Access, Account Management, Accounting, Budgets, Business Analysis, Call Centers, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Customer Satisfaction, Editing, FHA, Finance, Financial Analysis, Home Equity Lines of..., Insurance, Interviews, Investments, Lines Of Credit, Loan Origination, Marketing, Microsoft Excel, Mortgage Banking, Mortgage Lending, Networking, Payroll, PowerPoint, Process Improvement, Project Planning, Quality Assurance, Refinance, Risk Management, Sales, Small Business Lending, Strategic Planning, Team Building, Teamwork, Time Management, VA loans
Education
Pacific Lutheran University
Bachelor of Business Administration (B.B.A.)
Bunge February 2015 - Present
AIG September 2011 - February 2015
MetLife April 1998 - August 2011
Bank of America January 1988 - April 1998
Skills
Vendor Management, Program Management, Outsourcing, Integration, Process Improvement, Agile Methodologies, Business Strategy, Leadership, Mergers, Information Security, Risk Management, IT Outsourcing, Strategic Planning, Management, Mergers & Acquisitions, IT Strategy, Information Technology, Business Analysis, IT Management, Change Management, Enterprise Software, Strategy, Business Intelligence, Team Building, SDLC, Disaster Recovery, Insurance, Project Management, Business Process..., Infrastructure, Cross-functional Team..., Software Project..., PMO, Enterprise Architecture, Business Process, Project Planning, Executive Management, PMP, Project Portfolio..., Business Continuity, Requirements Analysis, Governance, PCI DSS, Sarbanes-Oxley Act, IT Operations, ITIL, Business Transformation, IT Service Management, IT Transformation, Agile Project Management
Education
Pace Seidenberg School of Computer Science
Doctorate, Information Technology
Bernard Baruch College (CUNY) 1990 — 1992
MBA
FIS - Fidelity Information Services IT AuditorLender Processing Services, Inc.
EverBank May 2010 - April 2012
JM Family Enterprises, Inc. August 1999 - April 2009
ISACA 1997 - 2009
IIA 1997 - 2009
BANK OF AMERICA January 1997 - January 1999
Skills
IT Audit, SAS70, HIPAA, ITIL, Special Projects
Education
Right Mgmt 2009 — 2009
Pace University - Lubin School of Business
BBA, Business Administration
OneWest Bank September 2011 - Present
Union Bank May 2010 - August 2011
Bank of America July 2008 - April 2010
Countrywide Bank June 2006 - June 2008
Washington Mutual July 2003 - June 2006
Washington Mutual August 2000 - June 2003
CKE Restaurants, Inc. March 1999 - July 2000
Skills
Strategic Finance, Financial Modeling, Forecasting, Strategic Financial..., Analysis, Essbase, Financial Forecasting, Financial Analysis, Valuation, Banking, Financial Reporting, Finance, Corporate Finance, Variance Analysis, Process Improvement, Business Planning, Strategy, Mergers & Acquisitions, Leadership, Budgets, Management, Accounting, Auditing
Education
Pacific States University 1997 — 1998
MBA, Finance
Pacific States University
Bachelor of Science, Electronics Engineering
Bank of America Senior Tax AccountantErnst & YoungSeptember 1987 - August 1990
Skills
Financial Analysis, Banking, Accounting, Auditing, Internal Controls, Tax, Corporate Finance, Financial Accounting, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Retail Banking, Due Diligence
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
BBA Public Accounting
Microsoft May 2015 - Present
Microsoft June 2014 - May 2015
Intuit June 2012 - May 2014
REI October 2008 - June 2012
REI March 2008 - October 2009
Commission Junction, a ValueClick Company October 2006 - March 2008
Bank of America January 2006 - October 2006
U.S. Bank May 2003 - January 2006
Skills
Social Media Marketing, Mobile Applications, Mobile Application..., Social Media Advertising, Affiliate Marketing, Sales Management, Digital Marketing, Digital Media, Online Marketing, Marketing Strategy, Marketing Management, Online Advertising, SEM, Strategic Partnerships, SEO, E-commerce, Analytics, Management, Strategy
Education
Pacific University 1998 — 2002
BA, Mathematics, Creative Writing
MHS 1994 — 1998
PwC April 2015 - Present
Bank of America February 2013 - June 2014
Skills
Mortgage Lending, Banking, Credit Analysis, Risk Management, Loans, Credit Risk, Portfolio Management, Retail Banking, Consumer Lending, Credit, Commercial Banking, Mortgage Banking
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
CohnReznick LLP October 2007 - Present
Bank of America September 2006 - September 2007
Thrivent Financial for Lutherans October 2005 - September 2006
Skills
Tax Credits, Due Diligence, Real Estate, Financial Analysis, Affordable Housing, Financial Reporting, Accounting, Auditing, Compliance, Legal Documents, Finance, GAAP, Assurance, US GAAP, CPA, Corporate Tax, Financial Accounting, Internal Controls, Management, Tax
Education
Pacific Lutheran University 2001 — 2005
BA & BS, Math, Economics, Statistics and Actuarial Science
Bank of America January 2010 - Present
Bank of America 2005 - 2009
Bank of America 2004 - 2005
Skills
Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Consumer Lending
Education
Pacific Lutheran University
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.)
Vísi-Global April 2014 - Present
Celebrating Home January 2009 - April 2014
Bank of America May 2008 - July 2012
Home Interiors & Gifts April 1997 - December 2008
Skills
Marketing, Team Building, Customer Service, Retail
Education
Pacific Lutheran University 1964 — 1965
Washington High School, Portland, Or
ID Media April 2015 - Present
BPN Worldwide December 2014 - Present
Bank of America June 2010 - November 2014
Education
Pace University-New York 2008 — 2012
Bachelor's Degree, Psychology
Bank of America August 2008 - Present
Skills
Video Production, Video, Corporate Communications, Multimedia, Producing, Content Management, Digital Media, Internal Communications, Social Media, Content Strategy
Education
Pace University-New York 1995 — 1999
Bachelor's degree, Literature and Communications
Bank of America December 2009 - Present
Rebuilding Together*Tri-Cities October 2012 - July 2014
Reverb 2007 - 2010
Liz Claiborne May 2008 - December 2009
Tommy Bahama October 2002 - May 2008
Armani Exchange August 2001 - October 2002
EXPRESS March 2001 - August 2001
Banana Republic August 1997 - March 2001
Skills
Team Orientation, Customer Service, Merchandising, Hiring, Sales Management, Banking, Customer Relations, Coaching, Recruiting, Leadership, Retail, Forecasting, Microsoft Office, Visual Merchandising, Interviews, Team Building, Training, Microsoft Word, PowerPoint, Leadership Development, Store Management, Loss Prevention, Outlook, Performance Management, Inventory Management, Microsoft Excel, Social Networking, Event Management, Vendor Management, Succession Planning, Purchasing, Store Operations, Process Scheduler, Applicant Tracking..., Inventory Control, Account Management, Business Development, Analysis, Talent Acquisition, Risk Management, Onboarding, P&L, P&L Management, Retail Sales, Business Planning, Relationship Management, Building Relationships, Strategy, Credit, Finance
Education
University of Hawai'i at Manoa 1992 — 1996
B.S, Food Science & Human Nutrition; Child Development
Hawaiian Mission Academy 1986 — 1993
Halau Na Wai Ola
Hawaiian Culture & Polynesian Dancing
Pacific Union College
Scottrade April 2015 - Present
Bank of America April 2013 - April 2015
Bank of America May 2012 - April 2013
Bank of America July 2011 - May 2012
Bank of America May 2007 - July 2011
Skills
Banking, Risk Management, Customer Service, Sales, Leadership, Retail Banking, Management, Microsoft Word, Finance, Customer Satisfaction, Credit, Credit Analysis, Teamwork, Loans
Education
Pacific Lutheran University 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Work Without Limits December 2014 - Present
Bank of America May 2013 - April 2014
Citibank, Boston November 2010 - November 2012
Chaston Accociates September 2009 - November 2010
JPMorgan Chase September 2005 - March 2009
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, International Finance
Wells Fargo March 2014 - Present
Bank of America June 2007 - March 2014
Citi Private Bank 2004 - 2007
Skills
Leadership, Compensation, Management
Education
Pace University - Lubin School of Business 2005 — 2007
MBA, Human Resources
Marist College 1993 — 1997
BA, Business Administration
Maestro Jerard March 1955 - Present
EverBank May 2012 - February 2014
Caliber Funding September 2010 - May 2012
Bank of America April 2008 - December 2010
WAMU 1983 - 2008
Skills
Mortgage, Loans, Refinance, FHA, First Time Home Buyers, Mortgage Lending, Investment Properties, Purchase, musician, Real Estate, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, Referrals, Investments, Real Property, Foreclosures, Condos, Single Family Homes, Real Estate Financing, Banking, Short Sales, Home Equity Loans, Residential Homes, Asset Managment, USDA, Relocation, REO, Real Estate Economics, Commercial Lending, Investors, Sellers, New Home Sales, Credit Analysis, VA loans, Mortgage Marketing, Credit, Buyer Representation, Real Estate Transactions, Notary Public, Reverse Mortgages, Move Up Buyers, Selling, HUD, Video Production, Marketing Communications, Certified Mortgage..., Commercial Banking, Property Management
Education
Pacific Oaks College 1970 — 1972
Bachelor of Science, Education, Psychology
U S. Air Force 1966 — 1970
none, Telecommications
UCLA 1964 — 1966
AA in music, Music Performance Art
Fairfax High School 1960 — 1964
Bank of America July 1994 - September 2002
Education
Pacific Lutheran University 1978 — 1982
Sociology, Family and Gender studies
west high school bremerton
Silicon Valley Bank March 2013 - Present
Silicon Valley Bank December 2010 - February 2013
Sterling Savings Bank June 2009 - November 2010
Sterling Savings Bank February 2006 - June 2009
Bank of America August 2005 - February 2006
Columbia Community Bank December 2003 - August 2005
Washington Mutual August 1998 - November 2003
US Bank February 1992 - July 1998
Skills
Relationship Management, Account Analysis..., Networking, Business Development, ACH, Treasury Management, Global Treasury, Peer Coaching, Financial Analysis, Banking, Treasury Services, Commercial Banking, Coaching, Cash Management, Portfolio Management, Credit Cards, Vendor Management, Deposits, Internet Banking, Investments, Mergers & Acquisitions, Branch Banking, Management, Risk Management
Education
Pacific Coast Banking School 2008 — 2010
Pacific Lutheran University - School of Business 1986 — 1990
BBA
City of Seattle 2005 - Present
Ciber 2005 - 2007
ADS 2001 - 2004
Murphy & Associates, Inc. 1993 - 2002
ConneXt 1998 - 2001
AirTouch 1993 - 1998
Bank of America 1987 - 1993
Skills
SDLC, Software Project..., Business Analysis, Program Management, Visio, Vendor Management, Requirements Analysis, SharePoint, Requirements Gathering, PMP, PMO, Business Intelligence, Agile Methodologies, Process Improvement, Systems Analysis, DB2, COBOL, CICS, Databases, Integration, Software Documentation, Agile Project Management, Project Management, Analysis, Project Portfolio..., Testing, SQL
Education
Pacific Lutheran University
BBA, Computer Science
The Depository Trust & Clearing Corporation March 2015 - Present
FAIR Health Inc. January 2013 - February 2015
Manulife Financial / John Hancock January 2012 - July 2012
Bank of America January 2010 - September 2011
BIT Consulting February 2009 - December 2009
OpenLink Financial, Inc September 2007 - January 2009
Citigroup / Global Wealth Management Group January 2007 - June 2007
Standard & Poor's / Structured Finance Division June 2006 - October 2006
BIT Consulting July 2003 - January 2006
Merrill Lynch September 1995 - May 2003
Education
Hostra University 2009 — 2009
PMP Advanced Certificate, Project Management
Pace University-New York 1986 — 1987
Master's degree, Computer Science, 3.5
Pace University-New York 1980 — 1985
Bachelor's degree, Computer Science, 3.0
Microsoft (prior Nokia) December 2013 - November 2014
Google November 2009 - February 2012
Google June 2006 - March 2010
Sequans Communications October 2004 - November 2005
Xyleme October 2002 - June 2005
OpenTV November 1999 - July 2002
Bank of America May 1999 - November 1999
LexiQuest December 1997 - March 1999
Skills
Developer Documentation, Management, Documentation Strategy, C++, Java, Technical Writing, Documentation, Writing, Software Documentation, API, Team Leadership, APIs, CSS, XML, HTML, CSS3, HTML 5, Agile Methodologies, Content Management, Web Applications, Software Development, User Experience, User Interface, Mobile Applications, OOP, FrameMaker, Mobile Devices, Information Architecture, Strategy, Developer Evangelism, Community Management, Content Strategy, PHP, SQL, Python, Web Development, Distributed Systems, Android, Open Source, CMS, Evangelism, JavaScript, French
Education
Stanford University 2009 — 2011
Certificate, Stanford Advanced Project Management (SAPM)
University of Colorado, Boulder 2000 — 2000
Programming
UC Berkeley Extension 1997 — 1998
Certificate, Technical Writing
Pacific Lutheran University - School of Business 1993 — 1995
BBA, International Business
UCSC Extension
Linux Based Web Application Development-Apache, MYSQL, PHP
Credit Suisse August 2014 - Present
Credit Suisse January 2014 - August 2014
Virtusa Corp. May 2011 - January 2014
Credit Suisse September 2007 - May 2011
Bank of America February 2006 - September 2007
Smith Barney June 2003 - February 2006
Skills
Mutual Funds, Financial Services, Investment Banking, Asset Management, Finance, Strategic Financial..., Bonds, Capital Markets, Equities, Financial Analysis, Fixed Income, Securities, Portfolio Management, Risk Management, Derivatives
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
The Tulalip Tribes September 2015 - Present
Essential Earth Organic Salon February 2014 - Present
Auburn High School September 2013 - June 2014
Exodus Housing August 2012 - September 2013
Bank of America February 2011 - August 2012
Domestic Abuse Women's Network (DAWN) October 2010 - April 2012
Perinatal Treatment Services October 2010 - February 2011
Bank of America June 2007 - February 2011
Domestic Abuse Women's Network November 2010 - January 2011
Washington Women's Employment and Education February 2010 - June 2010
Skills
Fundraising, Community Outreach, Marketing, Grants, Event Planning, Community Engagement, Customer Service, Public Speaking, Social Media, Data Entry, Crisis Intervention, Research, Volunteer Management, Budgets, Program Development, Microsoft Office, Curriculum Development, Youth Development, Community Development, Nonprofits, Social Services, Teaching, Grant Writing, Leadership, Program Evaluation
Education
University of Colorado Denver 2014 — 2016
Master's Degree, Public Administration with a Concentration in Gender Based Violence
Pacific Lutheran University 2006 — 2010
Bachelor of Arts, History and Women's and Gender Studies
Lake Stevens High School 2002 — 2006
Divi Resorts May 2013 - Present
TGCS 2015 - 2015
TGCS 2015 - 2015
Reed Exhibitions November 2011 - May 2013
Reed Exhibitions April 2002 - January 2012
Hewitt Associates January 2001 - April 2002
Bank of America 1997 - 2001
The Bank of New York 1987 - 1997
Skills
Talent Acquisition, Human Resources, Organizational..., Talent Management, Employee Engagement, Recruiting, Program Management, Event Management, Onboarding, Employee Relations, Performance Management, HRIS, Organizational..., Leadership, Employee Benefits
Education
Pace University - Lubin School of Business
MBA, Human Resources
Pace University - Lubin School of Business
BS in Business, Minor: Psychology and Accounting
Union Bank April 2002 - Present
Bank of America September 1982 - March 2002
Education
Pace University - Lubin School of Business 1980 — 1982
F5 Networks August 2015 - Present
Slalom Consulting January 2012 - Present
Lubken Budgeting Services 2012 - Present
T-Mobile February 2015 - August 2015
T-Mobile December 2013 - December 2014
T-Mobile March 2012 - December 2013
Premera Blue Cross January 2012 - March 2012
Accenture January 2008 - January 2012
Bank of America January 2011 - December 2011
Bank of America June 2010 - December 2010
Skills
Conversion Rate..., Consulting, eCommerce, Digital Merchandising, Data Analysis, Business Analysis, Project Management, Strategy, CRM, Analysis, Omniture, Coremetrics Analytics, Management Consulting, Change Management, Program Management, Requirements Gathering, Cross-functional Team..., Product Management, Leadership, User Acceptance Testing, Business Process..., Analytics, Business Strategy, Process Improvement
Education
Pacific Lutheran University 2002 — 2007
Bachelor of Business Administration, Business Administration - Marketing
Children's Home Society of Washington December 2014 - Present
Getting2How August 2012 - Present
VisionFund International August 2009 - July 2012
World Vision January 2002 - February 2009
IBM Learning Services, Mindspan May 1998 - November 2001
Venture Middle East (now Venture International) 1996 - 1998
ACDI/VOCA 1993 - 1995
Jerusalem University College 1991 - 1993
Bank of America 1989 - 1991
Cole & Weber 1982 - 1986
Skills
Marketing Communications, Fundraising, Change Management, Brand Development, Creative Problem Solving, New Product Development, Fundraising Strategy, Business Process..., Business Strategy Design, Operations Management, Organizational..., Knowledge Management, Information Management, Innovator, Grants, Microfinance, Economic Development, Project Management, Project Delivery, Systems, Strategic Consulting, Content Strategy, Technical Documentation, E-Learning, Production Managment, Product Development, Nonprofits, Program Management, Team Building, Strategy, Leadership, Organizational..., Proposal Writing, Philanthropy, International..., NGOs, Volunteer Management, Leadership Development, Program Development, Humanitarian Assistance, Program Evaluation, Community Development, Civil Society
Education
Cornell University 2012 — 2012
Certificate, Executive Leadership
Pacific Lutheran University 1983 — 1985
MA International Relations (thesis pending)
Corban University 1973 — 1980
B.S., Th.B., History, Theology
Tenor Capital Mgmt 2004 - Present
Putnam Lovell NBF 2000 - 2004
Bankers Trust 1992 - 2000
Deutsche Bank 1992 - 2000
Bank of America June 1991 - November 1992
JPMorgan Chase July 1987 - June 1991
Education
Garden City High
Pace University - Lubin School of Business
Bank of America May 2000 - Present
Bank of America 2000 - Present
Education
Pace University - Lubin School of Business 1982 — 1986
BS, Computer Science
Alpha Mortgage Corp December 2012 - Present
Alpha Mortgage Corp December 2012 - Present
Alpha Mortgage Corp January 2012 - Present
Members Equity Bank January 2009 - December 2012
de&m consultants 1989 - 2010
alpha 2008 - 2009
richmond mortgage group 2000 - 2003
Bank of America 2001 - 2002
Skills
Portfolio Management, Residential Mortgages, Sales Management, Customer Service, Loans, Credit, Commercial Banking, Commercial Lending, Financial Services, Relationship Management, Residential Homes, Small Business Lending, Refinance, Mortgage Lending, Retail Banking, Investment Properties, Negotiation, Credit Analysis, Commercial Real Estate, Credit Risk, Banking, Risk Management, Investments, Call Centers, Asset Managment, Funding, Finance, Financial Analysis, Loan Servicing, Budgets, Team Building, Commercial Mortgages, Mortgage Banking, Underwriting, Loan Origination, FHA
Education
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (B.B.A.), M.I.S. Management Information Systems
Pace University School of Law
Bank of America November 2011 - Present
Bank of America May 2009 - June 2012
Countrywide Financial March 2006 - April 2009
Countrywide Financial Corporation December 1998 - February 2006
Skills
Troubleshooting
Education
Pacific Union College 1986 — 1990
BBA, Business Administration - Information Systems Emphasis
Grade School
Bank of America October 2003 - February 2011
Washington Mutual Bank 2002 - 2003
Education
Pacific Union College 1996 — 2001
BS
SunTrust Bank April 2012 - Present
Bank of America September 2008 - April 2012
IBM Global Services February 2005 - July 2008
Citibank February 1999 - February 2005
Skills
Basel I, II, III, Data Governance, Capital Management, Regulatory Reporting, Financial Reporting, Finance Transformation, Business Process..., Basel II, Portfolio Management, Financial Risk, Operational Risk, Governance, Credit Risk, Corporate Finance, Acquisition Integration, Internal Audit, Business Requirements, Financial Modeling, Financial Services, Enterprise Risk..., Risk Management, Data Warehousing, Management Consulting, SDLC, Business Analysis, Derivatives, Capital Markets, Business Intelligence, Business Process, Banking, Market Risk, Finance, Analytics, Operational Risk..., Credit, Sarbanes-Oxley Act, Financial Analysis
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Economics
Armstrong Financial Strategies January 2001 - Present
GiroCredit Bank January 1987 - 1994
ABN AMRO Bank N.V. 1981 - 1987
Bank of America 1976 - 1978
The Bank of New York 1970 - 1976
Skills
Strategic Planning, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Financial Analysis, Finance
Education
St. John's University, NY 1977 — 1978
Pace University - Lubin School of Business 1972 — 1977
BBA, Banking
PMI September 2002 - Present
PMI Mortgage Insurance Co. 2002 - 2008
Bank of America January 2001 - December 2001
Front Line Strategic Management January 2000 - December 2000
West Hudson June 1996 - October 2000
IBM March 1993 - October 1995
Bank of New York 1989 - 1993
Skills
SOX, Compliance, Auditing, Risk Management, Strategic Planning, Operations Management, Customer Relations, Accounting, Budgeting, Business Analysis, Banking, Budgets, Sarbanes-Oxley Act, Cross-functional Team..., Analysis, Customer Service, Management, Finance, Team Building, Marketing, Leadership
Education
Pace University - Lubin School of Business 1989 — 1991
MBA, Marketing
San Francisco State University
Gibraltar Private Bank & Trust June 2014 - July 2014
Bank of America August 2013 - February 2014
BankUnited September 2012 - July 2013
Dresdner Bank March 1999 - September 2009
National Westminster Bank Plc 1987 - 1997
Education
Pace University - Lubin School of Business
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Bank of America April 2010 - Present
Landesbank (LBBW) April 2008 - November 2009
Credit Suisse April 2007 - November 2007
Morgan Stanley March 2006 - March 2007
Lehman Brothers January 2005 - February 2006
Westpac 1989 - 1995
Skills
Credit Derivatives, Interest Rate Hedging, Operations Management, Trading Systems, Capital Markets, Project Management, Middle Office, Business Analysis, Business Requirements, UAT coordination, General Ledger, Fixed Income, Credit Risk, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Mercy Housing January 2015 - Present
Bread for the World February 2009 - Present
Solid Ground November 2007 - November 2014
Compass Housing Alliance January 2012 - April 2014
Solid Ground November 2007 - November 2011
Columbia Lutheran Ministries September 2008 - July 2010
Seattle Pacific University September 2008 - December 2008
Wells Fargo Bank December 1990 - November 2007
Bank of America 1977 - 1987
Skills
Non-profits, Fundraising, Public Speaking, Strategic Planning, Volunteer Management, Leadership Development, Program Development, Community Outreach, Team Building, Organizational..., Coaching, Budgets, Program Management, Community Development, Marketing, Philanthropy, Project Management, Board Development, Nonprofits, Workshop Facilitation
Education
University of St. Thomas - Opus College of Business 1992 — 1994
MBA, Management Ethics
Pacific Lutheran University - School of Business
BBA, Business Administration
Bank of America August 1996 - Present
Salomon Brothers 1994 - 1996
Shearson Lehman 1990 - 1994
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Operational Risk..., Investment Banking, Equities, Fixed Income, Financial Risk, Financial Services, Derivatives, Credit
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
Cahill Steiner Consulting April 2011 - Present
Bank of America 2004 - 2011
Bank of America 1999 - 2004
Bank of America 1994 - 1999
MNC Financial 1992 - 1994
Provident Bank of Maryland 1989 - 1992
Citicorp 1985 - 1989
Skills
Business Relationship..., Strategic Communications, Project Implementation, Direct Marketing, Product Marketing, Marketing, Marketing Strategy, Banking, Segmentation
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Marketing/Finance
Emmanuel College, Boston, MA
AB, Sociology/Psychology
IDT911 May 2014 - Present
Concur Technologies September 2008 - May 2014
FirstCaribbean International Bank 2007 - 2008
Bank of America 1999 - 2007
American Express 1990 - 1998
Skills
Pricing, Marketing, Product Development, Infrastructure, SaaS, Competitive Analysis, Credit Cards, Product Management, Product Marketing, Salesforce.com, Six Sigma, Process Improvement, Strategic Partnerships, Marketing Strategy, Leadership, Analytics, CRM, Cloud Computing, Entrepreneurship, Strategy, Cross-functional Team..., Go-to-market Strategy
Education
University of Phoenix 1999 — 2004
Business Administration, Marketing
Pacific Lutheran University 1980 — 1982
Bachelor of Arts, Music
Australia and New Zealand Banking Group December 2009 - Present
Barclays Capital September 2006 - December 2009
Bank of America April 2000 - September 2006
UBS AG May 1997 - March 2000
Smith Barney Inc. December 1991 - May 1997
Security Pacific National Trust Co. January 1984 - December 1991
Skills
Hedge Funds, Capital Markets, Credit Risk, Mortgage Banking, Derivatives, Counterparty Risk
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Siena College 1979 — 1981
BS, Marketing/Management
Fairfax County Public Schools June 2014 - Present
Inova Health System October 2012 - June 2014
MicroStrategy September 2009 - December 2010
Bank of America 1993 - 2000
Computer Task Group 1991 - 1993
Dun & Bradstreet Corporation 1987 - 1991
JP Morgan 1983 - 1987
Skills
Project Management, Event Planning, Healthcare Human..., Fast Paced Work..., Information Technology
Education
Pace University - Lubin School of Business
MBA, Finance, Strategic Management
Syracuse University - Martin J. Whitman School of Management
B.S., Information Systems
Guggenheim Partners July 2015 - Present
Bank of America May 2000 - June 2015
Skills
Equity Research, Series 7, Series 66, Series 55
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Semi - Retired November 2012 - Present
GE Capital December 2004 - November 2012
Bank of America 2000 - 2004
GE June 1974 - September 2000
Skills
Commercial Lending, Commercial Banking, Financial Modeling, Financial Analysis, Commercial Finance, equipment leasing, Private Equity, Finance, Asset Based Lending, Leasing, Business Strategy, Business Development, Mergers & Acquisitions, Financial Services, Banking, Credit, Strategy, Due Diligence, Portfolio Management, Valuation, Structured Finance
Education
Pace University - Lubin School of Business 1978 — 1982
MBA, Finance, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1970 — 1974
BS-General Business, Finance, Accounting
Evercore May 2015 - Present
KCG Holdings, Inc.(Formerly Knight Capital Group, Inc.) May 2007 - April 2015
LaBranche & Co. June 2005 - May 2007
Bank of America November 2003 - June 2005
Societe Generale May 1998 - October 2003
NatWest Markets May 1997 - May 1998
Credit Lyonnais March 1994 - May 1997
Skills
CPA, Risk Management, Enterprise Risk..., Capital Markets, Equities, Operational Risk, Internal Controls, Internal Audit, FINRA, Securities, Financial Markets, Equity Trading, Fixed Income, Financial Services, Trading, Options, Finance, Asset Management, Financial Risk, Mergers & Acquisitions, FX Options, AML, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, CPA
Epocrates, an athenahealth company 2004 - 2014
Internet Security Systems 2000 - 2004
DMB Consulting (formerly PHiTECH, Inc) 1997 - 2000
Bank of America 1991 - 1997
Skills
Healthcare Information..., Technical Support, User Experience, Troubleshooting, Follow Through, Quality Assurance, Communication, HTML, Windows 7, Software Documentation, Technical Writing, Web Content, Content Management, Mobile Devices, Project Management
Education
Pacific School of Religion 2014 — 2020
Master's Degree, Divinity/Ministry
University of Phoenix 2004 — 2007
Associate's Degree, Information Technology
Junipero Serra High School 1984 — 1988
High School
Bank of America November 2010 - Present
TIAA-CREF November 2009 - November 2010
Bank of America January 2008 - November 2009
Bank of America May 2005 - June 2007
Bank of America August 2003 - May 2005
Bank of America June 2000 - August 2003
Skills
Financial Risk, Analytics, Segmentation, Direct Marketing, SAS programming, SAS, Credit, Credit Risk, Teradata, Risk Management, Banking, Business Analysis, Credit Cards, Portfolio Management, Database Marketing, Data Analysis, CRM, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Business Finance and Financial Institution Management
Pace University - Lubin School of Business 1994 — 1998
BBA, Finance and Economics
Credit Agricole CIB 1990 - Present
Samuel Montagu November 1988 - February 1990
Westpac December 1985 - November 1988
Deutsche Bank June 1979 - December 1985
Bank of America 1977 - 1979
Skills
Structured Finance, Capital Markets, Investment Banking, Structured Products, Derivatives, Fixed Income, Securitization, Credit Risk, Corporate Finance, Banking, Hedge Funds, Equities, Credit, Credit Analysis, Asset Managment, Bonds, Private Equity, Portfolio Management, Financial Institutions
Education
Pace University - Lubin School of Business 1978 — 1982
MBA, Finance and Banking
University of Cologne 1974 — 1976
None, German language
University at Albany, SUNY 1970 — 1974
B.A., Psychology
Syosset High School
City National Bank April 2003 - Present
U.S. Bank 1997 - 2003
Bank of America 1980 - 1997
Skills
Banking, Commercial Banking, Portfolio Management, Private Banking, Credit Analysis, Treasury Management, Loans, Retail Banking, Wealth Management, Relationship Management, Investments, Small Business Lending, Credit, Credit Risk, Financial Analysis
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance & Economics
Campolindo High School
. February 2008 - Present
US Bank 2000 - 2006
Bank of America 1994 - 1999
Education
Pacific Lutheran University 1980 — 1985
BA
Bank of America July 2015 - Present
HNW January 2007 - June 2013
Brown Harris Stevens May 2006 - December 2006
Depfa Bank May 2004 - July 2004
Croatian National Tourist Board May 2003 - July 2003
Skills
Advertising, Interactive Marketing, CRM, Integrated Marketing, Digital Media, Social Media, Marketing Strategy, Digital Strategy, Marketing Communications, B2B Marketing, Email Marketing, Direct Marketing, Mobile Marketing, Brand Development, Marketing, Direct Mail, Digital Marketing, Content Strategy, SEM, Online Advertising, Creative Direction, Analytics, Social Media Marketing, User Experience, Online Marketing, Web Analytics, Tableau, SPSS, Nielsen Data, Microsoft Excel, Simmons
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Skidmore College 2001 — 2005
BA, Political Science, Business & Management
Wells Fargo March 2007 - Present
Wells Fargo 2006 - 2007
Bank of America 2005 - 2006
Bank of America 2001 - 2005
U.S. Bank 2001 - 2002
Bank of America 2000 - 2001
U.S. Bank 1997 - 2000
Wells Fargo 1994 - 1997
Skills
Series 6, Series 63, Small Business Lending, Credit, Consumer Lending, Banking, Loans, Commercial Lending, Mortgage Lending, Coaching, Commercial Banking, Cross Selling, Lines Of Credit, Retail Banking, Team Leadership, Credit Analysis, Loan Origination, Relationship Management
Education
Pacific Coast Banking School 2014 — 2016
Pacific Lutheran University
Communication / Public Relations
Pacific Lutheran University
Business Administration
Flushing Bank November 2011 - Present
Capital One 2009 - 2010
JPMorgan Chase 2007 - 2009
Bank of America 2006 - 2007
Commerce Bank 2001 - 2006
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Cash Management, Commercial Lending, Credit Analysis, Retail Banking, Small Business Lending, Mortgage Lending, Credit Risk, Consumer Lending, Cross Selling, CRM, Treasury Management, Relationship Management
Education
Pace University - Lubin School of Business
MBA, Financial Management
Tamkang University
BA, English Literature
UFC Mart March 2014 - Present
Bank of America March 2014 - Present
Information Security Media Group, Corp. (ISMG) June 2005 - March 2014
ISMG Corp July 2005 - September 2009
Skills
Marketing Strategy, Lead Generation, Sales Management, Social Media Marketing, Online Marketing, Digital Marketing, Account Management, Brand Management, SEO, New Business Development, Email Marketing, Online Advertising, Market Research, Marketing, Management, CRM, Cross-functional Team...
Education
Seton Hall University – Stillman School of Business 2008 — 2010
Master Business of Administration (MBA)
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Arts (B.A.), International Marketing
Napier Park Global Capital June 2011 - Present
Diamond Notch Asset Management March 2008 - June 2011
Banc of America Securities LLC 2005 - 2008
Bank of America 2005 - 2008
Natixis 2001 - 2005
Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting-Financial Management
FGI Capital May 2012 - Present
Helmes Capital April 2007 - April 2012
Credit Suisse 2007 - 2008
Transcap Trade Finance 2004 - 2007
GE Capital 2001 - 2004
Bank of America 1997 - 2001
Skills
Leveraged Finance, Middle Market, Loan Origination, Financial Structuring, Structured Finance, Asset Based Lending, Commercial Lending, Small Business Lending, Credit, Private Equity, Portfolio Management, Credit Analysis, Factoring, Commercial Banking, Finance, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Banking
Education
Pace University - Lubin School of Business
Bachelor's Degree, Finance and Marketing
Bank of America March 2015 - Present
Bank of America Merrill Lynch March 2010 - March 2015
TPG-Axon Capital July 2008 - January 2010
JCK Partners May 2004 - March 2008
Lazard Freres & Co. October 1995 - May 2004
Hill and Knowlton (WPP Group) September 1992 - September 1995
Skills
Investment Banking, Hedge Funds, Equities, Asset Managment, Bloomberg, Investments, Due Diligence, Risk Management, Fixed Income, Finance, Mergers, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor of Business Administration (BBA), International Management
North Shore LIJ Health System July 2005 - Present
Columbia University April 2000 - December 2005
Bank of America October 1984 - December 1999
Skills
Onboarding, Human Resources, Hospitals, Taleo, Healthcare, Process Improvement, Applicant Tracking..., Employee Relations, Recruiting, Employee Benefits, Talent Acquisition, Team Building, HRIS, New Hire Orientations, PeopleSoft
Education
Pace University - Lubin School of Business 1986 — 1993
BBA, Business Administration
Seeking a new opportunity August 2015 - Present
New York Container Terminal November 1997 - March 2015
Bank of America June 1981 - July 1989
Bank of New York January 1975 - March 1981
Skills
Transportation, Operations Management, Logistics, Shipping, Training, Logistics Management, Supply Chain Management, Supply Chain, Transportation..., Freight, Freight Forwarding, Ocean, International Shipping, International Logistics, Procurement, Safety Management...
Education
Pace University - Lubin School of Business 1977 — 1984
BBA, Business Administration, International Business
JPMorgan Chase & Co. December 2014 - Present
Bank of America January 2014 - December 2014
JPMorgan Chase July 2013 - August 2013
DF King September 2012 - May 2013
Wells Fargo fka Wachovia Bank fka First Union Bank October 1996 - June 2010
First Union Bank fka First Fidelity Bank September 1994 - October 1996
The Chase Manhattan Bank, N.A January 1992 - September 1994
Skills
Microsoft Excel, Microsoft Word, Credit, Banking, Management, Accounting
Education
Wachochia Leadership Development Program 2008 — 2009
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Windermere Real Estate November 2004 - 2012
Pacific Northwest Bank August 1999 - October 2004
Bank of America March 1991 - June 1998
Skills
Real Estate Contract..., Property Management, Project Management, Site Evaluations
Education
Pacific Lutheran University
HSBC Securities 2007 - 2010
Bank of America 2005 - 2007
Deutsche Bank 1999 - 2004
Bankers Trust 1983 - 1999
Skills
Financial Control, Banking Operations, Core Banking, Financial Audits, Capital Markets, Risk Management, Operational Risk, Cash Management, Treasury Management, Financial Risk
Education
Pace University - Lubin School of Business
BBA, Accounting
Bank of America October 2012 - January 2013
RoomStore May 2012 - October 2012
Marietta Corporation January 2012 - May 2012
Maguires April 2011 - January 2012
Borders August 2008 - April 2011
Mindshare February 2008 - May 2008
ZenithOptimedia May 2006 - February 2008
Video Monitoring Solutions, Inc November 2005 - May 2006
Skills
CRM, Advertising, Customer Service, Digital Media
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.7 GPA
HomeTech, Inc. January 2011 - Present
Bank of America October 2005 - January 2010
Bank of America June 2001 - October 2005
Skills
Claims Management, Negotiation, Risk Management, Marketing, Underwriting, Insurance, Property & Casualty..., Claim, B2B, Financial Risk, Commercial Insurance, Workers Compensation, Leadership, Sales, Reinsurance, Casualty, Brokers, Finance, Management, Liability, Legal Liability, General Insurance, Litigation Management, Life Insurance, Executive Management, Employee Benefits, Enterprise Risk..., Health Insurance, Risk Analysis, Relationship Management, Settlement, Financial Services, Disability Insurance, Fraud, Excess, Liability Analysis, Umbrella Insurance, Term Life Insurance, Investigation, Fixed Annuities, Commercial Lines, Casualty Insurance
Education
Pacific Lutheran University 1995 — 1999
BA, Chinese Studies
Pacific Lutheran University 1995 — 1999
BS, Biology, Research Emphasis
Sichuan University 1997 — 1997
Biology/Chinese Studies
Stadium High School 1991 — 1995
Bank of America June 2011 - Present
USA Bank May 2006 - November 2009
Education
Pace University - Lubin School of Business 1998 — 2003
BBA, Finance
The Coleman Company LLC October 2012 - Present
Ann Michele Couch, CPA October 2011 - October 2012
Bank of America 1992 - 1998
Phelps Dodge 1991 - 1992
Deloitte & Touche 1986 - 1990
PwC 1983 - 1985
Skills
CPA, GAAP, Finance, Financial Reporting, Accounting, US GAAP
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Seagate Technology September 2014 - Present
Infosys June 2014 - August 2014
Bank of America January 2011 - May 2014
Bank of America September 2008 - January 2011
Merrill Lynch April 2008 - August 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch June 2004 - December 2006
Merrill Lynch November 2000 - June 2004
IBM October 1999 - November 2000
IBM June 1998 - September 1999
Skills
Management Consulting, Microsoft Excel, Microsoft Office, Solution Architecture, Oracle E-Business Suite, Business Analysis, General Ledger..., Corporate Finance, Business Process, Requirements Analysis, Requirements Gathering, SDLC, Oracle, Financial Analysis, Accounting
Education
Pace University - Lubin School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Information Systems
University of Colorado Boulder - Leeds School of Business 1995 — 1996
Master's Degree, Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Bachelor's Degree, Accounting
Highline Internal Medicine June 2009 - Present
Safeway August 1997 - September 2011
Bank of America September 1999 - March 2007
Skills
Phlebotomy, DEXA Scanning
Education
Pima Medical Institute-Renton 2008 — 2009
Certificate, Medical Assistant
Pacific Lutheran University 2001 — 2004
Bachelor of Arts, Biology
Seattle Central Community College 1998 — 2001
Associates of Arts, Math/Science
Bank of America November 2006 - Present
Education
Pace University - Lubin School of Business
BBA, Economics
Bank of America September 2014 - Present
markit partners October 2010 - September 2014
Skills
Valuation, Derivatives, Financial Markets, High Yield, Investment Banking, Alternative Investments, Equity Research, Risk Management, Asset Managment, Bloomberg, Asset Management, Credit Analysis, Emerging Markets, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Private Equity, Bonds, Equities, Capital Markets, Fixed Income
Education
Pace University - Lubin School of Business
Master's degree, Finance, General
Bank of America August 2013 - Present
JPMorgan Chase August 2009 - August 2012
Pace University May 2007 - June 2009
Beta Alpha Psi June 2008 - January 2009
JPMorgan Chase June 2008 - August 2008
TD May 2006 - May 2007
Flagstar Bank May 2005 - May 2006
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Equities, Financial Modeling, PowerPoint, Derivatives, Capital Markets, Valuation, Equity Research, Project Management, Customer Service, Credit, Loans, Loan Origination, Home Equity Loans, Mortgage Lending, Consumer Lending, Commercial Lending, Series 7, Corporate Finance, Investments, Finance, Credit Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Economics, 3.63
Bank of America June 2011 - Present
Bank of America 2001 - 2011
Aston Care Systems Inc. 1998 - 2001
Salomon Brothers 1994 - 1998
Goldstein Golub Kessler & Company, P.C. 1993 - 1994
International Service Systems, Inc. 1992 - 1993
Prudential Financial 1990 - 1992
Skills
Financial Reporting, Strategic Planning, Full P&L Responsibility, Team Leadership, Project Management, Change Management, Client Training, Securities Regulation, Workflow Management, Bloomberg Terminal, Microsoft Office, Management
Education
Pace University-New York
Bachelor of Business Administration (BBA), Accounting
Bank of America August 2012 - Present
Lord & Taylor 2008 - 2012
Alfama nyc 2011 - 2011
Citi 2009 - 2011
Education
Pace University - Lubin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Peace Community Center July 2012 - Present
Peace Community Center July 2011 - July 2012
Peace Community Center September 2009 - July 2011
Bank of America June 2006 - August 2009
Skills
Oral & Written..., Highly detail oriented, Interpersonal Skill, Organized self-starter, Philanthropy, Volunteer Management, Fundraising, Grant Writing, Stewardship, Program Development, Nonprofits, Annual Giving, Non-profit..., Volunteer Training, Community Outreach, Non-profit Board...
Education
University of Washington 2012 — 2013
Professional Certificate, Fundraising Management
University of Washington, Tacoma 2010 — 2011
Professional Certificate, Paralegal Studies
Pacific Lutheran University 2005 — 2009
Bachelor of Arts (BA), Literature and Philosophy
Lily's Antiques & Collectibles January 2011 - Present
Bank of America December 1987 - April 2013
BankBoston December 1987 - April 2000
Urban League of Greater hartford January 1986 - December 1987
Skills
Project Management, Project Delivery, Project Planning, Proje, Human Resources, Non-profit Leadership, Financial Analysis, Financial Reporting, Management, Employee Training, Training Administration, Quality Control, People Development, Change Management, Operations Management, Budget Setting, Budget Forecasts
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Banking and Finance
University of the West Indies 1972 — 1975
BS, International Relations
Excelsior High School, Jamaica, West Indies
Bank of America July 2001 - Present
GE Capital Healthcare Finance April 1999 - June 2001
Phoenixcor, Inc. (Lease Management Services, Inc.) September 1994 - March 1999
Skills
Finance, Portfolio Management, Credit, Managerial Finance, Accounting, Budgets, Management, Financial Statements, GAAP, Marketing, Financial Statement..., Banking, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Time Warner Cable June 2014 - Present
Girl Scout Council of the Nation's Capital May 2012 - April 2014
Girl Scouts Heart of the Hudson, Inc. February 2009 - April 2012
Bank of America October 2008 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Paychex, Dynamics, Accounts Payable, Accounts Receivable, General Ledger, Financial Reporting, Accounting, Auditing, Payroll, PeopleSoft, Monthly Close
Education
Pace University - Lubin School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
SUNY Orange 2003 — 2005
Bank of America 2012 - 2013
AIG 1990 - 2011
Skills
Financial Risk, Risk Management
Education
Pace University - Lubin School of Business 2003 — 2009
Accounting
Bank of America
Skills
SDLC, Business Analysis, Visio, Requirements Gathering, SQL, Requirements Analysis, Data Warehousing, Data Modeling, Business Intelligence, Oracle, PL/SQL, Databases, Software Development, Agile Methodologies
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor's degree, Business Administration and Management, General with data processing, 3.6 with 3.9 in data processing