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
Bank of America February 2012 - November 2013
Dr. Stephenson June 2010 - February 2012
Queens University of Charlotte September 2009 - October 2010
Queens University of Charlotte Admissions May 2009 - May 2010
Health Guidance Center June 2009 - August 2009
Skills
Listening Skills, Creative Development, Photography, Writing, SPSS, Research, Mac OS X, Microsoft Office, PowerPoint, Professional Writing, Mortgage Modification, Mortgage Servicing, Mortgage Banking, HAMP, Foreclosures
Education
Queens University of Charlotte 2006 — 2010
Bachelor of Arts, Psychology, Philosophy
LBA Haynes Strand, PLLC January 2014 - Present
Goodwill Industries of the Southern Piedmont March 2013 - June 2013
Organizing for America July 2012 - November 2012
Mecklenburg County Government January 2007 - November 2012
The Law Offices of Michael A. DeMayo April 2004 - October 2005
Bank of America 1996 - 2003
WBTV Charlotte 1996 - 1997
Duke Energy Corporation August 1979 - August 1994
Skills
Nonprofits, Editing, Training, Program Management, Public Speaking, Quality Control, Process Improvement, Public Safety, Leadership, Supervisory Skills, Data Management, Maintaining Strong..., Management, Research, Policy, CRM, Strategic Planning
Education
Strayer University, MPA 2010 — 2012
Master of Public Administration (MPA), Public Administration
Queens University of Charlotte 1993 — 1995
Bachelor of Arts (BA), Communication
ECPI University January 2015 - Present
Chiquita July 2012 - June 2014
Ally Financial Inc. 2009 - 2012
Pat McCrory for Governor June 2008 - November 2008
Bank of America 2004 - 2008
U.S. House of Representatives 2001 - 2004
Skills
Office Administration, Training, Event Planning, Public Relations, Research, Office Management, Government, Politics, Microsoft Office, Workday, Travel Arrangements, Administrative..., Customer Service, Appointment Scheduling, Outlook, Editing, Executive..., Strategic Planning, Administrative..., Time Management, Microsoft Excel
Education
Queens University of Charlotte 1997 — 2001
Bachelor's degree, Communications
Pinnacle Specialty Capital October 2013 - Present
Facteon January 2007 - October 2013
Riscorp 1996 - 2001
Equifirst 1997 - 1999
Nationsbank 1990 - 1993
NCNB 1986 - 1993
Bank of America 1986 - 1992
Skills
Factoring, Asset Based Lending, Accounts Receivable, Finance, Commercial Lending, Funding, Marketing, Credit Analysis, Business Development, Loans, Banking, Portfolio Management, Working Capital..., Credit, Small Business Lending, Risk Management, Management, Financial Services, Commercial Banking, Credit Risk, Human Resources, Underwriting, Relationship Management, Cash Flow, Corporate Finance, Lines Of Credit, Due Diligence, Financial Risk, Small Business, Mergers & Acquisitions, Commercial Finance, Investments, Financial Analysis, Cash Management, New Business Development, Project Finance, Marketing Communications, Middle Market, Consumer Lending, Private Banking, Retail Banking, Equipment Finance
Education
Queens University of Charlotte
B.A., Business Administration
Wright State University
Bank of America May 2013 - Present
Bank of America May 2010 - May 2013
Bank of America December 2007 - April 2010
Bank of America June 2006 - November 2007
Southeastern Insurance Group September 2004 - May 2006
Skills
Change Management, Coaching, Critical Thinking, Consulting, Project Management, Organizational..., Leadership Development, Analysis, Team Building, Leadership, Program Management
Education
Queens University of Charlotte 2009 — 2012
M.S., Organization Development
Queens University of Charlotte 1997 — 2002
B.A., Communications, Journalism
N3 May 2015 - October 2015
The EXPERTS Bench August 2012 - April 2015
The Social Train January 2011 - December 2012
Kaiser Permanente July 2009 - January 2011
Sprint Nextel May 2004 - July 2009
Sprint PCS/AirGate PCS January 1999 - May 2004
Bank of America January 1996 - December 1998
Skills
Lead Generation, Digital Marketing, CRM, Marketing Strategy, Loyalty Programs, Strategy, Customer Retention, Salesforce.com, Social Media Marketing, Marketing, Mobile Marketing, Marketing Communications, Start-ups, Segmentation, Strategic Partnerships, Competitive Analysis, Direct Marketing, Vendor Management, Multi-channel Marketing, Solution Selling, Loyalty Marketing, Web Marketing, Google Analytics, Direct Mail, Account Management, Integrated Marketing, Online Marketing, Customer Experience, Leadership, Marketing Automation, CRM Integration
Education
University of Arizona
Queens University of Charlotte 1993 — 1997
MBA, Marketing/Finance
trinity preparatory
Kforce Inc August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - June 2015
Kforce February 2013 - March 2014
Prodigy Resources October 2011 - December 2012
Bank of America January 2011 - October 2011
First Data Corporation 2009 - 2010
Bank of America 1996 - 2009
Bank of America 2006 - 2008
Bank of America 2003 - 2005
Bank of America January 2002 - December 2003
Skills
Six Sigma Green Belt, Program Management..., Project Portfolio..., Strategic Financial..., Process Engineering, Business Performance..., Financial Forecasting, Business Continuity..., Large Scale Change..., Strategic Planning, Quantitative Risk..., Enterprise Relationship..., Six Sigma, Banking, Cross-functional Team..., Vendor Management, Compliance, Telecommunications, Forecasting, Portfolio Management, IT Strategy, Testing, Software Project..., Requirements Analysis, PMP, Project Delivery, Integration, Risk Management, Leadership, Disaster Recovery, SDLC, PMO, Performance Management, Program Management, Business Analysis, Operations Management, Process Improvement, Team Building, Change Management, Project Planning, Governance, Credit Cards, Outsourcing, Training, Project Management, Team Leadership, ITIL, Software Documentation, Business Process..., CRM
Education
Villanova University
Lean Six Sigma Black Belt
Villanova University
Lean Six Sigma Master Black Belt
Queens University of Charlotte
University of Phoenix
Wells Fargo October 2013 - Present
Wells Fargo March 2013 - October 2013
Bank of America April 2012 - December 2012
Wachovia, A Wells Fargo Company October 2006 - September 2011
Lowe's March 2006 - October 2006
Diverso Global Strategies November 2004 - February 2006
Diverso Global Strategies November 2003 - November 2004
People’s Bank D/B/A Banco de la Gente May 2004 - October 2004
Addison Whitney March 2003 - September 2003
Addison Whitney June 2001 - November 2002
Skills
Process Development, Campaign Execution, Integrated Marketing, Creative Development, Marketing Communications, Team Building, Marketing Management, PowerPoint, Excel, Negotiation, Direct Mail, Product Marketing, Spanish, Marketing, Creative Direction, Multi-channel Marketing, Microsoft Excel, Campaigns, Management, Customer Acquisition, Marketing Strategy, Digital Marketing, Project Management, Banking, Online Marketing, Direct Marketing, Email Marketing, Brand Awareness, Online Advertising, Account Management, Brand Management, Relationship Marketing, B2B Marketing, Digital Strategy, Campaign Management, Web Marketing, Strategy, Market Research, Advertising, Cross-functional Team..., Financial Services, B2B, Customer Experience, Strategic Planning, Lead Generation, Relationship Management, Web Analytics
Education
QUEENS UNIVERSITY 1999 — 2002
Bachelor of Arts, Business Administration
Queens University of Charlotte
The Inspiration Networks, Inc and INSP, LLC November 2003 - January 2015
Bank of America May 2003 - November 2003
Infovision 1998 - 2003
First Union Corporation 1987 - 1999
Skills
Organizational..., Employee Relations, Leadership Development, Talent Acquisition, Applicant Tracking..., Onboarding, Performance Management, Employee Engagement, Nonprofits, Team Building, Recruiting, Human Resources, Leadership, Customer Service, Management, Hiring, Payroll, Fundraising, Talent Management, Budgets, Employee Benefits, Succession Planning, Strategic Human..., Training, Change Management, Strategic Planning, Social Media, Employee Training, Team Management, Strategy, ADP Payroll, FMLA, Interviews
Education
Queens University of Charlotte 1986 — 1990
MBA, Business Administration and Management, General
University of North Carolina at Charlotte - Belk College of Business 1982 — 1985
BA Business Administration, Management
BB&T December 2013 - Present
Project and Risk Management Advisory Services, LLC 2013 - Present
Bank of America 2012 - 2012
Bank of America 2010 - 2011
Bank of America 2004 - 2010
Bank of America 1998 - 2003
NationsBank Corporation 1994 - 1998
NCNB Corporation 1986 - 1994
Skills
Risk Management, IT Audit, Process Improvement, Operational Risk, SDLC, Six Sigma, Internal Audit, Program Management, Management Consulting, Change Management, Strategy, Auditing, Project Management, Quality Assurance, Governance, Business Transformation, Management, Risk Assessment, Information Security, Integration, Organizational..., Process Engineering, Business Process..., Financial Services, Software Development, Process Control, Executive Reporting, Strategic Initiatives, Corporate Governance, Performance Management, Leadership Development, Data Analysis, Leadership, ERP, Internal Controls, Security, Finance, Training, Automated Software..., Enterprise Risk..., Operational Risk..., Strategic Planning, Organizational Design, Due Diligence, COBIT, Business Process, ITIL, IT Service Management, IT Service Delivery, Application Portfolio...
Education
Queens University of Charlotte
Bachelor of Applied Science (BASc), Mathematics and Computer Science
Ally Financial Inc. March 2008 - June 2015
Bank of America 2002 - 2008
Wachovia 1999 - 2002
First Union National Bank November 1998 - November 1999
First Union National Bank October 1995 - November 1998
First Union National Bank August 1988 - October 1995
Skills
Customer Experience, E-commerce, E-business, Vendor Management, Customer Experience..., Contact Center Design, Social Media, Emerging Technologies, Digital Marketing, Strategy, Financial Services, Leadership, Banking, Process Improvement, Management, Risk Management
Education
Queens University of Charlotte 1994 — 1996
Executive MBA
University of North Carolina at Chapel Hill 1978 — 1982
Bachelors Degree
TD October 2012 - Present
Bank of America May 2012 - September 2012
Bank of America September 2010 - April 2012
Bank of America December 2009 - September 2010
Bank of America February 2009 - January 2010
Bank of America May 2001 - February 2009
Handshaw & Associates January 2001 - May 2001
Omega Performance Corporation May 1998 - January 2001
Skills
Training, Change Management, Organizational..., Leadership Development, Banking, Process Improvement, Executive Coaching, Project Management, Coaching, Six Sigma, Strategic Planning, Risk Management, Team Building, Financial Risk, Vendor Management, Program Management, Relationship Management, Management Consulting, Portfolio Management, Business Process..., Project Planning, Credit Risk, PMO, Management, Budgets, Operations Management, Visio, Cross-functional Team..., Leadership
Education
Queens University of Charlotte 2006 — 2010
MS, Organizational Development
University of North Carolina at Greensboro 1994 — 1998
BA, Geography, Classical Studies
Bank of America 2011 - 2014
Bank of America May 2007 - December 2010
Bank of America November 2004 - May 2007
Bank of America January 2000 - November 2004
Bank of America January 1999 - January 2000
Nations Banc Investments, Inc. June 1998 - January 1999
Skills
Banking, Financial Risk, Portfolio Management, Risk Management, Financial Services, Six Sigma Green Belt..., Equities, Fixed Income, Project Management, E-Discovery Consulting, Discovery Process, Regulatory Affairs, Management, Vendor Management, Negotiation, Capital Markets, Bloomberg, Operational Risk..., Broker-Dealer Operations, Broker-Dealer Compliance, Securities, Operational Risk
Education
Queens University of Charlotte 2001 — 2005
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Charlotte 1995 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Bank of America October 1996 - Present
Fleet Mortgage Group October 1996 - July 2002
Skills
Portfolio Management, Banking, Mergers & Acquisitions, Process Improvement, Financial Risk, Disaster Recovery, Leadership, Risk Management, Team Leadership, Strategic Planning, Project Management, Talent Management, Change Management, Vendor Management, SDLC, PMO, Program Management, Management, IT Strategy, Mortgage Lending, IT Management, Project Portfolio..., Business Process..., Relationship Management, Business Analysis, Governance, Financial Services, Mortgage Banking, Outsourcing, Executive Management, Team Building, Enterprise Architecture, Enterprise Risk..., Security, Operational Risk..., Business Continuity, Information Technology, Credit Cards, Information Security..., Operational Risk, Strategy, Information Security, Commercial Lending, Integration, PCI DSS, IT Audit, Business Process, Retail Banking, AML, CISSP
Education
Queens University of Charlotte 2006 — 2008
MBA
University of South Carolina-Columbia
BA, Philosophy
Wachovia 2002 - Present
McColl School of Business, Queens University 2001 - 2002
Carousel Capital 1998 - 2001
Bank of America 1996 - 1998
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Internal Communications, Media Relations, Event Management
Education
Queens University of Charlotte 1994 — 1996
BA, English
The University of Georgia 1979 — 1982
BBA, Business -- Marketing
Bank of America April 2014 - Present
Bank of America May 2012 - April 2014
Ajilon Professional Staffing August 2011 - March 2012
STERIS Corporation May 2008 - May 2011
Lowe's Companies Inc June 2007 - May 2008
Skills
Recruitment, New Business Development, Accounting, Payroll Processing, Auditing, Planning, Contract Negotiation, Project Planning, Analysis, Finance, Payroll, Recruiting, Leadership, Human Resources, Marketing, Team Leadership, Forecasting, Management, Financial Analysis, Financial Reporting, Software Documentation, Sales
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Business Administration (MBA)
Queens University of Charlotte 2003 — 2007
Bachelor of Arts May 2007
Bank of America July 2012 - January 2014
Wells Fargo Financial November 2010 - June 2011
Benesyst June 2009 - August 2010
Fidelity Investments October 2006 - February 2009
Fifth Third Bank May 2003 - October 2006
Fifth Third Bank September 2002 - May 2003
Skills
Content Management, Project Management, B2B, Campaigns, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategic Planning, Marketing, Email Marketing, Corporate Communications, Strategic Communications, Integrated Marketing, Web Project Management, Adobe Creative Suite, Microsoft Office, Mac OS X, Strategy, OS X, Digital Marketing, Press Releases, Brand Development, Brand Management, Budgets, Direct Marketing, Advertising, Editing, Facebook, Management, Marketing Management, Sponsorship, Salesforce.com, Market Research, Online Marketing, Social Networking, Publishing, Program Management, Segmentation, Online Advertising, Dreamweaver
Education
Queens University of Charlotte 2011 — 2013
Master of Arts
Wittenberg University 1997 — 2001
Bachelor of Arts
Mom Corps December 2014 - Present
Baker Mills Photography June 2013 - Present
Bank of America 2010 - 2013
Bank of America 2007 - 2010
Bank of America 2003 - 2007
First Union National Bank 1998 - 2002
Siegling America 1991 - 1997
Duke Energy 1989 - 1991
Apple 1987 - 1989
Skills
Risk Management, Change Management, Process Improvement, Business Analysis, Strategic Planning, Program Management, Analysis, Business Planning, Training, Business Process..., Social Media, Project Planning, Cross-functional Team..., Vendor Management, Financial Services, Integration, Six Sigma, Technical Writing, Entrepreneurship, Banking, Customer Service, Team Building, PMO, Operations Management, Leadership Development, Change Leadership, Corporate Communications, Internal Communications, Operational Risk..., Business Continuity, Operational Excellence, Reliability, Compliance, Business Strategy, Relationship Management, Financial Risk, Requirements Gathering, Customer Relations, Business Intelligence, Administration, Planning, Problem Solving, Mentoring, MS Project, Budgeting, PMP, Editing, Business Process, Corporate Governance, Content Writing
Education
Queens University of Charlotte 2009 — 2011
E-MBA, McColl School of Business
University of North Carolina at Charlotte 2004 — 2006
PMI Certification
Saint Mary's College 1983 — 1987
BA, Business, Mass Communications, English
University of Notre Dame 1983 — 1987
Business, Philosophy, pre-Law
Strait Insights, LLC March 2003 - Present
Ketchum Public Relations October 2012 - December 2014
Bank of America February 2003 - August 2008
Bank of America July 1981 - February 2003
Education
The George Washington University 2012 — 2014
Doctor of Education (EdD), Executive Leadership
Queens University of Charlotte 2008 — 2010
Masters, Organization Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1981
Bachelor of Science, Business Administration
Wells Fargo Insurance Services 2008 - 2014
Wachovia Bank 2004 - 2008
SunTrust Bank 2003 - 2004
Accenture 1998 - 2003
Bank of America 1990 - 1997
Skills
Wealth Management, Problem Solving, Management Consulting, Acquisition Integration, Change Management, Business Analysis, Business Strategy, Management, Financial Analysis, Relationship Management, Business Process..., Financial Services, Performance Management, Mergers, Team Leadership, Banking, Sales Management, Strategy, Leadership, Vendor Management, Risk Management, Mergers & Acquisitions, Strategic Planning, Insurance, Process Improvement, Executive Management, Cross-functional Team...
Education
Queens University of Charlotte 2014 — 2016
Master of Science (MS), Organizational Development
University of Georgia - Terry College of Business 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Business
Bank of America June 2011 - September 2011
LPL Financial Institution Services May 2008 - March 2009
Wachovia Corporation September 2007 - May 2008
Grant Thornton LLP August 2005 - March 2007
KPMG LLP 2000 - 2005
Skills
Event Management, Marketing, Project Planning, Marketing Communications, Event Planning, Budgets, Strategy, Management
Education
Queens University of Charlotte 1986 — 1990
BA, Communications
Lenovo May 2011 - Present
Cormetech June 2007 - May 2011
Bank of America February 2006 - June 2007
ABN AMRO April 2004 - February 2006
Bank of America February 1998 - April 2004
Skills
Import, Export, Letters of Credit, Freight Forwarding, Shipping, International Trade, Logistics, Customs Regulations, Supply Chain, International Logistics, Supply Chain Management, Trade Compliance, Operations Management, Purchasing, Management, Negotiation, New Business Development, Export Controls, Contract Negotiation, Retail, International Business, Import Export, Sales Management
Education
Queens University of Charlotte 1994 — 1997
BA, Business Administration and Spanish
Wells Fargo January 2011 - Present
Wells Fargo December 2009 - January 2011
Charlotte, NC April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America September 2007 - March 2008
LendingTree January 2006 - August 2007
LendingTree July 2003 - January 2006
Central Piedmont Community College October 2002 - February 2003
Compass Career Management Solutions 1998 - 1999
Skills
E-commerce, Competitive Intelligence, Loss Mitigation, Marketing Strategy, Digital Strategy, Multi-channel Marketing, Market Research, Process Improvement, Strategic Planning, User Experience, Integrated Marketing, Cross-functional Team..., Customer Insight, Digital Marketing..., SEO/SEM Analytics, Business Analysis, Management, Analytics
Education
Queens University of Charlotte 2002 — 2006
Master of Business Administration (M.B.A.)
Thomas Edison State College 2001 — 2001
BSBA
University of Central Florida 1984 — 1987
Bank of America June 2010 - Present
Bank of America November 2008 - June 2010
Bank of America July 2007 - November 2008
Ceridian September 2002 - July 2007
Ceridian May 2004 - June 2007
Ceridian May 2004 - June 2007
Ceridian April 2002 - May 2004
IBM May 1999 - December 2001
Skills
Management, Change Management, Leadership, Risk Management, Six Sigma, Project Management
Education
Queens University of Charlotte 2010 — 2012
Master of Business Administration (MBA), 4.0
University of North Carolina at Charlotte 1996 — 1999
BS, NEUROSCIENCE, BIOLOGY, PSYCHOLOGY
Incheon International English Village July 2013 - Present
Incheon English Village June 2012 - Present
Incheon Culture & Arts College January 2013 - July 2013
Incheon International English Village June 2012 - June 2013
Bank of America September 2011 - June 2012
Bank of America December 2009 - September 2011
Broach & Company Public Relations January 2008 - December 2009
Skills
Communication, Marketing, Recruiting, Finance, Mortgage Banking, Curriculum Development, B2B Marketing, Business Development, Social Networking
Education
Queens University of Charlotte 2015 — 2017
Master of Business Administration (MBA), International Marketing
University of North Carolina at Greensboro
Bachelor's degree, Communication and Media Studies
Bank of America August 2005 - January 2008
EquiFirst June 2004 - August 2005
Microsoft April 1997 - December 2003
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, C++, HTML, C, Microsoft SQL Server, Account Management, Social Networking, MS Project, Leadership, Databases, Negotiation, Sales, Risk Management, Team Building, Event Planning, Project Planning, Social Media, Software Documentation, Marketing Strategy, Program Management, Banking, Budgets, SQL, Team Leadership, Management, Training, Project Management, Inventory Management, SharePoint, Business Analysis, Public Speaking, Visio, Marketing, Process Improvement, Strategic Planning, Notary Public
Education
Queens University of Charlotte 1995 — 1999
Master of Business Administration (M.B.A.)
UNC Charlotte 1986 — 1990
Bachelor's degree, Business Administration - Management Information Systems
Bank of America November 2012 - Present
Bank of America August 2011 - November 2012
Bank of America June 2010 - August 2011
Bank of America 2009 - 2010
Lincoln Harris 2005 - 2008
UPMC January 2005 - July 2005
DRM 2001 - 2003
Skills
Public Relations, Event Planning, Strategic Communications, PowerPoint, Outlook, Microsoft Office, Social Media, Brand Awareness, Creative Writing, Time Management, Organizational..., Social Networking, Marketing, Leadership, Marketing Communications, Human Resources, Training, Recruiting, Leadership Development
Education
Queens University of Charlotte 2009 — 2012
Masters of Arts, Organizational and Strategic Communication, 4.0
University of Pittsburgh 2000 — 2004
B.A., Communcations and Rhetoric
Woodland Hills
Bank of America July 2012 - Present
Bank of America November 2008 - June 2012
Bank of America December 2004 - October 2008
Bank of America March 1997 - November 2004
Bank of America Mortgage September 1989 - February 1997
Skills
•Coaching•Risk..., •In-person and virtual..., •Action-Planning, •Problem resolution, Instructional Design, Project Management, Peer Mentoring, Professional Mentoring, Networking, Building Relationships, Public speaking,..., Technical systems..., Executive collaboration..., Process Development and..., Detail-oriented and..., Excellent written and..., Relationship Management, Leadership, Banking, Loans, Commercial Banking, Performance Management, Training Delivery, Mortgage Lending, Management, Training, Sales, Risk Management, Coaching, Team Building, Change Management, Technical Systems, Problem Solving, Performance Improvement, Public Speaking, Customer Experience, Process Improvement, Credit, Retail Banking
Education
Queens University of Charlotte
BA, English
Lighthouse Door Group September 2012 - February 2014
Vanguard Pai Lung November 2010 - March 2012
Overhead Door Company of Charlotte October 2004 - November 2010
Bank of America July 1998 - December 2004
McRae Industries October 1987 - April 1998
Bailey Electric 1977 - 1983
Skills
Process Improvement, Operations Management, Six Sigma, Financial Analysis, Cash Management, Financial Management, Proven Negotiation..., Information Technology, Strategic Communications, Strategic Planning, Thinking Outside The Box, Project Implementation, Software Implementation, Entrepreneurship, Ethics, Integrity, Creative Problem Solving, Creative Strategy, Continuous Improvement, Team Building, Contract Negotiation, Negotiation, Banking, Statistical Modeling, Ad Hoc Reporting, Forecasting, Budgets, Business Process..., ERP, Financial Modeling, Business Strategy, Business Process, Management, Strategic Partnerships, Finance, Project Management, Accounting, Internal Controls, Variance Analysis, Executive Management, Analytics, Risk Management, Business Process..., Managerial Finance, Sarbanes-Oxley Act, Supply Chain, Cost Accounting, Sales Operations, Strategy, Cash Flow Forecasting
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1998
Masters, MBA Plus Concentration Accounting
Queens University of Charlotte 1989 — 1991
Masters, MBA Business Administration
The University of Southern Mississippi 1979 — 1983
BS, Business Administration
Bank of America November 2013 - Present
Bank of America May 2010 - November 2013
Bank of America October 2008 - May 2010
Bank of America January 2007 - October 2008
Aerotek November 2005 - January 2007
Skills
Applicant Tracking..., Banking, Business Analysis, Change Management, Coaching, Employee Benefits, Employee Engagement, Employee Relations, Executive Coaching, Human Resources, Leadership, Leadership Development, Loans, Management, Mortgage Lending, Onboarding, Organizational..., Organizational..., Performance Management, Portfolio Management, Process Improvement, Program Management, Project Management, Recruiting, Relationship Management, Risk Management, SDLC, Strategic Planning, Succession Planning, Talent Acquisition, Talent Management, Team Building, Training, Vendor Management, Business Process...
Education
Queens University of Charlotte 2010 — 2013
Master of Science, Organization Development
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Arts, Communication - Public Relations
Bank of America October 2014 - Present
Bank of America November 2006 - Present
Time Warner Cable January 2003 - November 2006
Cablevision March 2002 - September 2002
Cablevision January 2000 - March 2002
Computer Associates February 1998 - September 1999
Skills
Instructional Design, Leadership Development, Blended Learning, Needs Analysis, Training Delivery, Performance Improvement, Change Management, Performance Management, Performance Consulting, Learning Management, Employee Engagement, E-Learning, Vendor Management, Training, Process Improvement, Organizational Design, Learning Management..., Program Management, Project Management, Leadership, Team Building, Strategic Planning, Technical Writing, Human Resources, PeopleSoft, Consulting, Adult Education, Career Development, Communication Training, HRIS, Internal Communications, Visio, SharePoint, ADDIE, Organizational..., Strategic Communications, Stakeholder Engagement, Public Speaking, Risk Management, Risk Assessment, Curriculum Design, Curriculum Development, Training Facilitation, Instructional Technology, Organizational Learning, Fit/Gap Analysis, DMAIC, Coaching, Onboarding, Organizational...
Education
Queens University of Charlotte 2003 — 2006
MA, Organizational Communication
Towson University 1994 — 1997
BS, Double Major: Sociology and Communication Studies
Smithtown High School 1990 — 1994
Humana October 2013 - Present
Bank of America April 2012 - September 2013
Bank of America July 2010 - April 2012
Bank of America January 2006 - August 2010
Duke Energy May 2002 - December 2005
Skills
Strategic Planning, Financial Planning, P&L Management, Financial Metrics, Business Metrics, Expense Reduction, Workforce Management, Operational Excellence, Team Leadership, Project Implementation, Change Management, Analysis, Financial Reporting, Management, Strategic Financial..., Strategy, Human Resources, Finance, Budgets, Employee Benefits, Financial Analysis
Education
Queens University of Charlotte 2004 — 2008
MBA
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Finance
Bank of America August 2013 - Present
Ford Motor Company August 2012 - August 2013
Ford Motor Company June 2011 - August 2012
Charlotte Regional Visitors Authority March 2010 - May 2011
Charlotte Regional Visitors Authority August 2010 - December 2010
Queens University of Charlotte September 2009 - December 2010
Terri Bennett- Do Your Part May 2009 - August 2009
Queens University of Charlotte August 2007 - May 2008
Skills
Market Research, Financial Analysis, Microsoft Excel, Microsoft Office, Marketing, Social Media, Forecasting, Internal Audit, Auditing, Internal Controls, PowerPoint, Audit Reports, Customer Service, Outlook, Management, Microsoft Word, Budgets
Education
Queens University of Charlotte 2007 — 2010
BA in Business Administration
University of Strasbourg-Ecole de Management 2009 — 2009
Bank of the Ozarks 2014 - Present
Peoples Bank - Newton, NC 2013 - 2014
Shared Resources 2008 - 2013
Bank of America 2007 - 2008
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Business Development, Residential Mortgages, Loan Origination, USDA, VA Loans, FHA, Refinance, First Time Home Buyers, FHA Financing, Conventional Financing, Real Estate Financing
Education
Queens University of Charlotte 2001 — 2005
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Thirty-One Gifts November 2006 - Present
Bank of America 2003 - 2005
Wells Fargo December 1995 - November 2001
Skills
Event Planning, Sales, Coaching, Building Relationships, Recruiting, Leadership Development, Training, Customer Service, Entrepreneurship, Fundraising, Leadership, Social Networking, Organization, Team Building, Retail, Selling, Facebook, Time Management, Human Resources, Direct Sales, Strategic Planning, Marketing, Teamwork, Budgets, Public Relations, Administrative..., Social Media Marketing, Customer Satisfaction, Employee Relations, Marketing Communications, Microsoft Office, Social Media, Outlook, Office Management, Management, Event Management, Microsoft Excel, Public Speaking, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
BSBA, Management
Queens University of Charlotte 1989 — 1991
Liberal Arts and Sciences, General Studies and Humanities
Garinger
High School Diploma
Accenture May 2015 - Present
Bank of America Home Loans 2010 - 2013
Bank of America 2009 - 2010
SOLE PROPRIETOR 2008 - 2009
Bank of America 2005 - 2008
Bank of America 2002 - 2005
Rooms To Go 1999 - 2002
Education
Queens University of Charlotte 2007 — 2008
EMBA, Strategy, Finance, Accounting
Slippery Rock University of Pennsylvania 1988 — 1992
Finance, Economics
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
Bank of America February 2014 - May 2015
Bank of America April 2012 - February 2014
Bank of America November 2010 - April 2012
BreezePlay July 2009 - May 2010
Winthrop-University August 2007 - August 2009
ECS Carolinas May 2008 - August 2008
ECS Carolinas LLP May 2008 - August 2008
Mottern Goalkeeper Camp June 2007 - June 2008
Education
Winthrop University 2007 — 2009
Master's of Business Administration, Business Administration
Queens University of Charlotte 2001 — 2005
Bachelor, Business Major with a Marketing specialization and a conentration in Pre-Law
Atypic - Interactively Led November 2013 - Present
Bank of America August 2013 - November 2013
Bank of America February 2010 - May 2013
Bank of America January 2008 - February 2010
Bank of America September 2006 - January 2008
United Way of Central Carolinas August 2006 - September 2006
Skills
Social Media, Strategic Communications, Marketing, Social Media Marketing, Corporate Communications, Public Relations, Integrated Marketing, Marketing Communications, Strategy, Editing, Leadership, Project Planning, Management, Fundraising
Education
Queens University of Charlotte 2007 — 2011
Master of Arts, Organizational and Strategic Communication
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Communication Studies
Bank of America August 2010 - Present
Bank of America August 2010 - Present
Bank of America July 2007 - July 2010
RSM McGladrey 2005 - 2006
Ernst & Young August 2004 - February 2005
PricewaterhouseCoopers August 1999 - January 2004
Skills
Executive Search, Finance, Financial Risk, Accounting, Risk Management, Banking, Financial Modeling, Business Process..., Consulting, Business Analysis, Human Resources, Management, Vendor Management, Financial Services, Process Improvement, Management Consulting, Leadership
Education
Queens University of Charlotte 2008 — 2010
Masters, Organization Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
Masters of Science, Accounting, Business Administration and Management, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bank of America April 2005 - Present
Wellman, Inc. November 1990 - December 2004
Fiber Industries, Inc. January 1988 - November 1990
Hoechst Celanese January 1986 - January 1988
Celanese June 1972 - February 1983
Skills
Financial Analysis, Deferred Compensation, Insurance, Employee Benefits, Contract Negotiation, Human Resources, Management, Negotiation, Risk Management, Strategic Financial..., Retirement, Budgets, Leadership, Outsourcing, Financial Risk, Portfolio Management, Strategy, Change Management, Sourcing, Financial Services, Banking, Vendor Management, Mergers & Acquisitions, Investments, Operations Management, Process Improvement, Business Process..., Relationship Management, Executive Management, Management Consulting, Credit, Performance Management, Business Planning, Analysis, 401k, Strategic Planning, Business Analysis, Forecasting, Financial Modeling, Cross-functional Team...
Education
Queens University of Charlotte 1998 — 2000
CFP Designation, Financial Planning
University of Tennessee-Knoxville 1968 — 1972
BS, Industrial Engineering
University of Tennessee-Knoxville 1968 — 1972
BS, Industrial Engineering
Ally Financial Inc. 2009 - Present
Bank of America 2005 - 2009
Bank of America 1997 - 2004
Skills
E-commerce, Vendor Management, Budget Management, Vendor Relations, Competitive Analysis, Analystics, Digital Strategy, Marketing, Digital Marketing, Analytics, CRM, Product Management, Strategy, Direct Marketing, Budgets, Strategic Planning, Online Advertising, Integrated Marketing, Segmentation, Online Marketing, Web Analytics, Email Marketing, SEM, Mobile Marketing, Database Marketing, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2013
MBA, Marketing
Queens University of Charlotte 1992 — 1996
Bachelor of Arts, Accounting / Communications
St Albans HS
St Albans HS
St Albans HS
Bank of America May 2011 - Present
Bank of America August 2010 - May 2011
Bank of America March 2009 - August 2010
U. S. Navy February 2008 - March 2009
Bank of America April 2007 - February 2008
Bank of America February 2006 - April 2007
Bank of America March 2005 - February 2006
Bank of America May 2003 - March 2005
Bank of America February 2002 - May 2003
Bank of America July 2001 - February 2002
Skills
Banking, Retail Banking, Risk Management, Six Sigma, Process Improvement, Financial Analysis, Relationship Management, Strategic Planning, Operations Management, Project Management
Education
Queens University of Charlotte 2001 — 2003
EMBA
University of Kansas 1983 — 1987
Bachelor of Science (BS), Business/Accounting
Bank of America September 2011 - Present
Bank of America April 2010 - August 2011
Bank of America January 2010 - April 2010
Bank of America July 2009 - April 2010
American Tire Distributors May 2009 - October 2009
EquiFirst-Barclays Corp May 2006 - April 2009
EquiFirst-BarClays Corp July 2004 - February 2006
EquiFirst-BarClays Corp September 2003 - June 2004
EquiFirst-BarClays Corp August 2001 - August 2003
EquiFirst-BarClays Corp May 2000 - July 2001
Education
Queens University of Charlotte
BS, Accounting & Finance
Bank of America May 2013 - Present
Bank of America November 2010 - June 2013
Wells Fargo August 2009 - December 2010
Wachovia Bank 2006 - August 2009
Evergreen Investments August 2004 - July 2006
Evergreen Investments October 2000 - August 2004
Skills
Strategy, Project Management, Vendor Management, Management, Portfolio Management, Business Analysis, PMO, Fixed Income, Leadership, Financial Services, Risk Management, SDLC, Banking, Mutual Funds, Asset Managment, Asset Management, Agile & Waterfall..., SAP Implementation
Education
Queens University of Charlotte 2002 — 2005
MBA
University of South Carolina-Columbia 1995 — 1999
BA Journalism, Public Relations / Human Resources
Queens University of Charlotte 2014 - Present
Red Ventures December 2014 - February 2015
Red Ventures June 2011 - November 2014
Red Ventures October 2009 - August 2011
Red Ventures November 2007 - February 2010
Red Ventures October 2006 - November 2007
Red Ventures November 2005 - October 2006
Red Ventures February 2005 - November 2005
Bank of America June 2000 - February 2005
Skills
Online Marketing, Marketing Management, Marketing, Talent Management, Public Relations, Management, Multi-channel Marketing, Sales, Talent Acquisition, Product Development, Analytics, Sales Operations, Direct Marketing, Social Media Marketing, Business Development, CRM, Negotiation, Digital Marketing, Start-ups, Strategic Planning, Strategic Partnerships, Email Marketing, B2B, Strategy, Marketing Strategy, Segmentation, Lead Generation, Account Management, Market Research, Leadership
Education
George Washington High School
Queens University of Charlotte
B.A., Political Science; Spanish
US Bank Equipment Finance March 2008 - December 2010
Bank of America 2000 - 2007
Education
Queens University of Charlotte 1997 — 2000
MBA, Business
University of Southern California 1990 — 1992
Wachovia, A Wells Fargo Company May 2003 - September 2011
Bank of America October 1991 - May 2003
Education
Queens University of Charlotte
Computer Science
TIAA-CREF July 2014 - Present
Bank of America May 2013 - July 2014
Bank of America January 2011 - May 2013
Bank of America December 2009 - January 2011
Bank of America September 2006 - December 2009
Jacobsen, A Textron Company March 2005 - September 2006
Jacobsen, A Textron Company October 2001 - March 2004
Price McNabb March 1999 - October 2001
Skills
Six Sigma, Cross-functional Team..., Project Management, Process Improvement, Strategy, Marketing, Management, Business Process..., Black Belt, Sales, Change Management, Operations Management, Leadership, Risk Management
Education
Queens University of Charlotte 1996 — 2000
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Slalom Consulting January 2013 - Present
Bank of America May 2010 - June 2012
Bank of America March 2010 - September 2010
Bank of America July 2008 - March 2009
Bank of America January 2008 - June 2008
Bank of America December 2005 - December 2007
Skills
Project Management, Program Management, Mergers & Acquisitions, System Integrators, Process Improvement, Risk Assessment, Six Sigma, Budgeting and..., Business Process Design, Business Process..., Business Process, Management, Banking, Integration, Forecasting, PMO
Education
Queens University of Charlotte
Bachelor of Arts (B.A.), Business Administration/Marketing
Vivid Data Group, LLC January 2013 - Present
Bank of America December 2009 - December 2012
Bank of America June 2005 - November 2009
Bank of America February 2003 - May 2005
Accenture June 1995 - February 2003
Skills
Product Development, Management, Customer Experience, Banking, Risk Management, Vendor Management, Process Improvement, Financial Services, Retail Banking, Portfolio Management, Relationship Management, Credit, Strategic Planning, Operational Risk..., Change Management, Program Management, Leadership, Strategy, Executive Management, Business Process..., Business Development
Education
University of Mississippi 1990 — 1995
BBA, Management Information System
Queens University of Charlotte 1999 — 2002
MBA, Leadership
Steadfast Companies August 2005 - Present
Bank of America February 1998 - October 2001
Skills
Real Estate, Property Management, Disposition, Real Estate Development, Real Estate Economics, Apartments, Investment Properties, Leases, Due Diligence, Shopping Centers, LIHTC, Asset Managment, Affordable Housing, Tax Credits, Acquisitions, HUD, Property, Real Estate Financing, Land Acquisition, Real Estate Transactions, Entitlements, Portfolio Management, REO, Fair Housing, Construction, Valuation, Redevelopment, Finance, Real Estate Private..., Negotiation, Financial Structuring, Commercial Real Estate, Landlords, Rentals, Investments, Investors, Appraisals, Commercial Mortgages, Market Analysis, Contract Negotiation, Loans, Financial Modeling, Section 8, Construction Loans, Capital Markets, Income Properties, 1031 Exchanges, International Real..., Tenant, Asset Management
Education
Queens University of Charlotte 1999 — 2001
MBA, Business
San Diego State University-California State University 1987 — 1992
BLA, History
Percepta 2002 - 2008
Bank of America 1995 - 2002
Ericsson 1992 - 1995
Eastern Airlines 1976 - 1991
Skills
Call Center, Workforce Management, Sales, Contact Centers, Customer Satisfaction, CRM, Banking, Training, Leadership, Call Centers, Customer Experience, Human Resources, Team Building, Quality Assurance, Team Leadership, Finance, Relationship Management, Financial Services, Process Improvement, Outsourcing, Customer Service, Operations Management, Performance Management, Customer Retention, Vendor Management, Business Process..., Change Management
Education
University of Utah 1980 — 1981
Business
Queens University of Charlotte
Freddie Mac February 2010 - May 2011
BearingPoint August 2003 - September 2006
BearingPoint March 2000 - March 2002
Bank of America 1989 - 2000
Skills
Project Management, Business Process...
Education
Queens University of Charlotte 1990 — 1992
MBA, Business
St. Andrews Presbyterian College 1984 — 1988
BA, Business/Economics
Capital One Home Loans August 2011 - Present
Capital One 2010 - August 2011
Wachovia 2003 - 2010
Bank of America 1992 - 2002
Skills
Mortgage Lending, Process Improvement, Credit Risk, Financial Services, Banking, Mortgage Banking, Risk Management, Agile Methodologies, SDLC, Loans, Credit, Quality Assurance, Management, Program Management, Loan Origination, Retail Banking, Vendor Management, Business Analysis, Project Management, Change Management, Business Process..., Software Documentation, Leadership
Education
Queens University of Charlotte
Bank of America VP, Sales Performance ManagerBank of America Merchant ServicesJanuary 2010 - Present
Education
Queens University of Charlotte
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
BS in Business Administration
Fiserv March 2013 - Present
Brightree March 2012 - March 2013
Bank of America January 2011 - March 2012
Premier Inc. May 2010 - January 2011
Mecklenburg County 2004 - 2010
Skills
Databases, SDLC, Microsoft SQL Server, Visio, Business Analysis, Disaster Recovery, Database Design, Strategic Planning, Information Technology, Team Building, Software Documentation, Troubleshooting, SSRS, Data Warehousing, SSIS, System Administration, Software Development, Analysis, SharePoint, MS Project, Integration, Data Analysis, Access, Business Intelligence, Agile Methodologies, Security
Education
Queens University of Charlotte
BA, Business
Western Carolina University
Masters, Entrepreneurship/Entrepreneurial Studies
Wachovia Corporation 2005 - Present
Bank of America 1996 - 1999
Education
Queens University of Charlotte 1994 — 1996
EMBA, Business
JPMorgan Chase January 2010 - Present
JPMorgan Chase June 2000 - February 2008
Bank One January 1998 - January 2000
First Union April 1995 - January 1998
BB&T February 1994 - April 1995
Bank of America June 1991 - February 1994
Bank of America June 1989 - June 1991
Bank of America January 1988 - June 1989
Education
Queens University of Charlotte 1983 — 1987
Bachelor, Business Administration
Bank of America September 2010 - Present
Wells Fargo July 2006 - August 2010
Wachovia February 2003 - April 2006
Hyogo Prefectural Board of Education July 2000 - July 2001
Skills
Project Planning, Project Implementation, Project Execution
Education
Queens University of Charlotte 1997 — 2000
B.A, Political Science
YMCA of Greater Charlotte November 2012 - Present
Rogers Coaching & Consulting 2008 - Present
Bank of America May 2012 - October 2012
Bank of America March 2010 - May 2012
Queens University of Charlotte--McColl School of Business 2009 - April 2010
YMCA of Greater Charlotte 2004 - 2008
YMCA of Greater Richmond 1998 - 2004
Skills
Leadership Development, Organizational..., Training, Coaching, Management Consulting, Leadership, Executive Coaching, Workshop Facilitation, Talent Management, Career Development, Change Management, Employee Engagement, Fundraising, Management, Performance Management, Organizational..., Program Management, Project Planning, Staff Development, Strategy
Education
Queens University of Charlotte 2008 — 2011
MSOD, Organization Development & Executive Coaching
Baptist Theological Seminary at Richmond 1994 — 1998
MDiv
The University of Georgia 1988 — 1993
ABJ, Public Relations
Redan High School
Bank of America April 2011 - Present
Bank of America March 2009 - July 2010
Bank of America June 2008 - March 2009
Skills
Banking, Business Process..., Change Management, Credit, Credit Cards, Finance, Financial Risk, Financial Services, Investments, Leadership, Management, Mortgage Banking, PMO, Portfolio Management, Process Improvement, Program Management, Relationship Management, Retail Banking, Project Management, Risk Management, Project Portfolio..., Sales, Sales Process, Time Management, SDLC, Wealth Management, Vendor Management
Education
Queens University of Charlotte 1994 — 1998
Bank of America June 2014 - Present
Another Choice for Black Children February 2009 - Present
Bank of America April 2012 - June 2014
Bank of America March 2011 - April 2012
Bank of America Corporate Workplace August 2007 - March 2010
Bank of America Channel Technology May 2006 - August 2007
Bank of America 2004 - April 2006
Bank of America Global Treasury Systems 2004 - April 2006
Bank of America Global Client Services 2002 - 2004
Bank of America January 2001 - January 2002
Skills
Software Documentation, Program Management, Access, Risk Management, Business Requirements, Leadership, Public Speaking, Change Management, Training, Banking, Business Analysis, Strategic Planning, Project Management, Technical Support, Management, Loans, Social Media, Credit, Fundraising, Budgets, Strategy, Event Management, Customer Service, Enterprise Software, Microsoft Office, Testing, Salesforce.com, Process Improvement, Integration, Business Continuity, Leadership Development, Marketing, Event Planning, Nonprofits
Education
Queens University of Charlotte
BA, Organizational Communicatioms
Queens University of Charlotte
Wells Fargo June 2005 - Present
Wells Fargo 2005 - Present
Wachovia 2005 - 2009
Royal & Sun Alliance Insurance June 1997 - April 2004
Royal and SunAlliance 2002 - 2004
NationsBank (now Bank of America) June 1981 - June 1997
Bank of America June 1994 - November 1994
Skills
SQL, Data Warehousing, Mainframe, Software Documentation, Business Analysis, Requirements Analysis, SDLC, COBOL, JCL, Teradata
Education
Queens University of Charlotte 2001 — 2001
na, Computer Information Systems
Strome College of Business 1975 — 1981
B.S.B.A., M.I.S.
Tesoro Corporation June 2015 - Present
AMT Direct April 2015 - Present
Bank of America September 2012 - March 2015
Wells Fargo October 2004 - September 2012
First Data Corporation February 2003 - August 2004
Gateway, Inc. May 1999 - February 2003
Skills
Lexis, Westlaw, Legal Research, Legal Assistance, Legal Documents, Notary Public, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Administrative..., Securities, Securities Regulation, Licensing, Due Diligence, Mediation, Document Review, Wordperfect, Financial Services, Trusts, LexisNexis
Education
Queens University of Charlotte
Bank of America June 1985 - Present
Education
Queens University of Charlotte
MBA
The University of Texas at Austin - The LBJ School of Public Affairs
MPA
Vanderbilt University
BA
Pardee Hospital 2011 - 2011
General Electric 2005 - 2006
Bank of America 2000 - 2005
SGL Carbon 1995 - 2000
Skills
Monthly Close Process, Accruals, Balance Sheet Review, Account Reconciliation, Financial Analysis, MBA, Budget Forecasts, Excel models, SAP, ASI, Business Objects, Closing Entries, Business Case Modelling, Trial Balance, Performance Benchmarking, Management Review, Sales & Use Tax..., Sales Commissions, Intercompany..., Payroll, Financial Reporting, Financial Accounting, Management, Accounting, Internal Controls, Budgets
Education
Western Carolina University 2007 — 2008
MAcc, Accountancy
Queens University of Charlotte
MBA, Business Administration
University of North Carolina at Chapel Hill
BA, Political Science
Allied Solutions LLC October 2013 - Present
PNC BANK April 2013 - October 2013
LNI Solutions, LLC February 2012 - April 2013
Bank of America 2003 - February 2012
Bank of America 1999 - 2003
The Hartford 1996 - 1999
The Hartford 1994 - 1996
Skills
Contract Negotiation, Insurance, Financial Services, Banking, Relationship Management, Underwriting, Risk Management, Credit, Strategic Partnerships, Product Management, Sales, P&L Management, Product Development, Strategic Planning, Customer Experience, Marketing, Leadership, Customer Retention, Team Building, New Business Development, Program Management, Management, Training, Executive Management, Marketing Management, Vendor Management, Credit Cards, Small Business, Strategy, Process Improvement, CRM, Sales Operations, Consulting, Customer Service, Analytics, Call Centers, Business Development, Mergers & Acquisitions, Six Sigma, Property & Casualty..., Finance, Loans, Business Process..., Business Analysis, Portfolio Management, Financial Analysis, Direct Marketing, Sales Management, Marketing Strategy, Account Management
Education
Queens University of Charlotte
BA, Organizational Communications
Ingersoll Rand March 2014 - Present
Lowe's Home Improvement November 2013 - Present
Lowe's Home Improvement March 2012 - November 2013
Charlotte Mecklenburg Schools December 2003 - March 2012
Bank of America June 2006 - March 2008
Skills
Change Management, Understanding by Design, Performance Consulting, Microsoft Office, Onboarding, Training, Coaching, Social Business, Program Management, Facilitation, Communication, Needs Analysis, Instructional Design, Employee Engagement, Diversity and Inclusion, Staff Development, Curriculum Design, Blended Learning, Performance Improvement, Employee Training, Facilitators, Human Resources, Leadership, Management, Interviewing Skills, Group Dynamics, Social Networking, Strategy, Workshop Facilitation, Analysis, Learning Management, E-Learning, Instructor-led Training, ADDIE, Adult Education, Organizational..., Conflict Resolution, Career Development, Team Leadership, Organizational..., Research, Training Delivery, Learning Management..., Leadership Development
Education
Queens University of Charlotte 2012 — 2014
Master of Science, Executive Coaching
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Arts, English
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics