Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
CVS Caremark Corporation November 1998 - Present
Bank of America June 1998 - November 1998
Wolters Kluwer January 1994 - June 1998
Skills
Business Analysis, Data Analysis, Close Attention to..., Quality Control, SAS, Pharmaceutical Industry, Pharmacy Benefit..., Logical Thinker, Teamwork, User Acceptance Testing, Documentations, Call Centers, Microsoft Excel, Forecasting, Program Management
Education
Southwest State University
Bachelor's degree, Business Administration and Management, General
Ridgewater College
Associate's degree, Computer Science
Bank of America August 2014 - Present
Bank Of America June 2003 - Present
Rider University 2011 - 2012
Banc of America Securities 2003 - 2007
Credit Suisse January 2001 - June 2003
Prudentinal October 1998 - December 2000
Cendant September 1997 - September 1998
Skills
Fixed Income, Sybase, Oracle
Education
Rider University 2011 — 2013
Master of Business Administration (M.B.A.)
Bacherlors in Science
Michaels Stores, Inc. June 2014 - Present
Dynamex July 2012 - June 2014
Bank of America February 2012 - July 2012
Demachkie Entreprises, Inc May 2008 - February 2012
Skills
General Ledger, GAAP, Quickbooks, Accounts Payable, Financial Accounting, Financial Reporting, Accounts Receivable, Accounting, Tax, Auditing, Internal Audit, Financial Planning, Accruals, Forecasting, Excel, Reconciliation, Access, Word, Payroll, Tax Preparation, ERP, US GAAP, Billing, SEC reporting, Account Reconciliation, Invoicing, Microsoft Word, Financial Statements, Fixed Assets, Cash Flow, Bank Reconciliation, Financial Modeling, Revenue Recognition, Great Plains Software, Balance, Journal Entries, SEC filings, Analysis, Sales Tax, CPA, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., QuickBooks, Balance Sheet, Microsoft Excel, PeopleSoft, Variance Analysis, Consolidation, Managerial Finance
Education
The University of Texas at Dallas 2007 — 2009
Bachelor of Science, Accounting & Finance, 3.797
Richland Community College
Associate's degree, Science
Staffing solutions/Autolink.com/Chase Mellon Mortgage January 2000 - December 2000
Clearing House Association of The Southwest July 1998 - January 1999
Bank of America January 1995 - July 1998
JP Morgan Chase Bank (formerly BankOne) June 1991 - January 1995
American Airlines February 1985 - September 1990
Dallas Federal Savings and Loan Association May 1983 - February 1985
Skills
Training, Call Centers, Customer Service..., Contract Negotiation, Software Documentation, Customer Service, Marketing, Sales, Marketing Strategy, Finance, Strategic Planning, Team Building, Outlook, Process Improvement, Leadership
Education
Richland College 1994 — 1998
Certificate, Supervision
Walton School of Business at The University of Arkansas, Fayetteville 1980 — 1982
BSBA, Marketing
University of Arkansas at Ft. Smith 1977 — 1979
Associates, Accounting/General Studies
Bank of America 2010 - 2013
Academy Sport & Outdoors November 2006 - August 2010
Skills
Mortgage Servicing, Microsoft Excel, Microsoft Word, Microsoft Power Point, Microsoft Office, Foreclosures, Administrative..., Team Leadership, 10 Key, Customer Experience, Highly detail oriented, LPS Desktop, AS400 system, LAMP, Equator, SharePoint, Loss Mitigation, FHLMC, FNMA, Supervisory Skills, Employee Training, AACER, DOD/SCRA, Home Base/ Saver, CAAC, LMA, CSM, I-Portal, Training, Loans, FHA, Loan Servicing, Customer Service, Mortgage Banking, LPS
Education
Richland Community College 2009 — 2015
Associates Degree, Science
Berkner High School 2003 — 2007
Diploma, Law
Etech Global Services 2012 - Present
BNY Mellon April 2010 - August 2012
Bank of America August 2006 - March 2010
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Customer Service, Customer Satisfaction, Customer Oriented, Customer Engagement, Healthcare Management, Registration, Data Entry, Telephone Skills, PeopleSoft, Asset Management, Inventory Control, Communication Skills, Strategic Thinking, Foreclosures, Account Reconciliation, Employee Benefits, Microsoft Excel, Microsoft Office, Microsoft Word, Chat, Benefits Administration, Open Enrollment, FDCPA
Education
Richland College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hillcrest High School 1995 — 1998
Diploma, Basic Skills and Developmental/Remedial Education
Citi July 2011 - May 2012
Bank of America September 2006 - July 2011
Xavor Corporation June 2006 - February 2007
A-1 Dental Laboratory, Inc. June 2001 - August 2006
Skills
Loans, Consumer Lending, Credit, Commercial Lending, Banking, Commercial Banking, Investments, Credit Analysis, Mortgage Lending, Small Business, Small Business Lending, Sales, Portfolio Management, Leadership, Retail Banking, Loan Origination, Relationship Management
Education
Richmond, The American International University in London 2012 — 2014
Advanced Diploma in Accounting - Certificate of Accountancy, Accounting
University of California, Los Angeles
UCLA Extension: Accounting Certificate, Certificate of Accounting
University of California, Irvine 2003 — 2007
Bachelor's degree, International Business
ServiceLink March 2013 - July 2013
Bank of America 2011 - 2013
Bank of America April 2012 - July 2012
Bank of America September 2011 - March 2012
Skills
AS400 system, Banking, Foreclosures, Collections, Customer Service, Appraisals, Mortgage Banking, Credit Risk, Commercial Banking, FHA, Mortgage Lending, Consumer Lending, HUD, Loan Origination, Loss Mitigation, Quality Assurance
Education
Richland Community College 2001 — 2001
Richardson High School 1996 — 1999
Graduated, Deca Work Program
Grand Circle Corporation November 2013 - Present
99 Restaurants May 2005 - November 2013
Private home August 2011 - September 2013
Bank of America September 2008 - May 2009
Skills
Customer Service, Multitasking Skills, Training, Time Management, Schedules, Management
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Richmond, The American International University in London 2006 — 2006
Bachelor of Arts (BA), Political Science and Government
Methodist Health System May 2014 - Present
ViewPoint Bank April 2013 - April 2014
BBVA Compass June 2012 - November 2012
Bank of America May 2010 - September 2011
Southwest Medical Examination Services December 2006 - July 2009
H.C. Phone Service December 2003 - March 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Spanish, Banking, Team Building, Credit, Troubleshooting, Commercial Banking, Microsoft Word, Financial Analysis, Access, Sales, Leadership, Customer Satisfaction, Strategic Planning, Bilingual in English...
Education
The University of Texas at Dallas 2009 — 2012
Bilingual, English and Spanish; Finance, Business Administration & Global Business Major
Richland Community College 2005 — 2008
Associates Degree, Applied Sciences - Computer Information Technology / Personal Computer Support
Bank of America April 2009 - Present
Merrill Lynch October 2000 - April 2009
Continiuum Health Partners December 1998 - October 2000
Skills
Fixed Income, Equities, Risk Management, Remedy, Customer Relations, BMC Remedy, Banking, Bloomberg, Business Analysis, Capital Markets, Customer Service, Derivatives, Electronic Trading, Market Data, Investment Banking, Portfolio Management, Trading, Software Documentation, Trading Systems, Vendor Management, Financial Services, Bonds, Information Technology, Technology Management
Education
Rigas Tehniska Universitate 1984 — 1990
SunTrust February 2015 - Present
Bank of America October 2014 - February 2015
Bank of America June 2014 - October 2014
Fairfield Inn & Suites by Marriott May 2013 - March 2014
Fairfield Inn & Suites by Marriott December 2012 - May 2013
The Imperial Palace May 2012 - July 2012
Skills
Fluent in English, Fluent in Korean, Microsoft Office, CSS hotel system, Time Management, FOSSE, Hospitality Service, Hotel Management, Hotels, Hospitality, Hospitality Management, Front Office, Management, Customer Satisfaction, OnQ, Micros, Rooms Division, Guest Service Management
Education
University of North Carolina at Greensboro 2011 — 2013
Bachelor of Science (BS), Hospitality and Tourism Management
Richmond Community College 2009 — 2011
Associate of Arts (A.A.)
Bank of America July 2015 - Present
Tampa Bay Lightning September 2014 - June 2015
The University of Tampa August 2011 - May 2015
American Aerial Equipment May 2013 - August 2014
Pilgrim Park Medical Associates May 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Time Management, Research, Leadership, QuickBooks, Sage, Peachtree, Financial Accounting
Education
University of Tampa 2011 — 2015
Bachelor of Science (B.S.), Accounting
Richmond, The American International University in London 2014 — 2014
Bank of America June 2012 - Present
Bank of America January 2009 - May 2012
Merrill Lynch January 2004 - December 2008
Merrill Lynch January 2000 - December 2003
Merrill Lynch January 1997 - December 1999
Merrill Lynch December 1988 - December 1996
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Philanthropy, Equities
Education
Rider University 1984 — 1988
Bachelor of Commerce (B.Com.), Finance, General
ABA National Trust School
Highland park
Highland park
Bank of America September 2012 - Present
Bank of America January 2010 - September 2012
Merrill Lynch September 2007 - December 2009
Merrill Lynch April 2005 - September 2007
Bloomberg July 1997 - March 2005
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Integrated Marketing, Series 24, Financial Services
Education
Rider University 1990 — 1993
Marketing
Self-employed 1996 - Present
American Family Insurance August 2008 - December 2011
Bank of America March 2008 - June 2008
Education
Richland Community College 1990 — 1991
Richland Community College 1981 — 1982
Game Circus January 2014 - Present
Bank of America August 2012 - December 2013
Bank of America July 2012 - August 2012
Saxon Mortgage November 2011 - July 2012
Saxon Mortgage November 2011 - March 2012
Nintendo November 2011 - December 2011
Saxon Mortgage May 2010 - November 2011
GameStop April 2006 - November 2011
Cinemark December 2008 - September 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, MSP, E-Oscar, Retail Management, Credit, Loan Servicing, Internal Audit, Quality Auditing, Accurate Data Entry, Online Data Entry, Data Entry, LPS, LPS Desktop, C++, HTML, Foreclosures
Education
Richland Community College 2012 — 2014
Associate of Science (A.S.), General Studies, 3.89
The University of Texas at Dallas 2008 — 2009
NA, Business Administration and Management, General, Freshman
Duncanville High School 2004 — 2008
Rider University August 2011 - Present
The Goodyear Tire & Rubber Company October 2009 - July 2010
Bank of America April 2008 - May 2009
Skills
PowerPoint, Excel, Word, Microsoft Office, Access, Project Management, Verbal Skills, Research, Data Analysis, SPSS
Education
Burlington County College 2009 — 2011
Associate of Arts (AA), Psychology
Rider University 2007 — 2011
Psychology, Psychology, Biology
Scentsy, Inc. December 2009 - Present
Personal BankerBank of America 2007 - 2009
Bank of America 2005 - 2007
Bank of America 2004 - 2005
Bank of America 2003 - 2004
Skills
Customer Service, Banking, Compliance, Credit, Team Building, Policy, Team Leadership, Scheduling, Operations Management, Cash, Process Scheduler, Budgets, Leadership, Recruiting
Education
Richland College 1999 — 2004
Business Administration
Richland Community College 1999 — 2002
Business Administration
Garland High School 1995 — 1999
Graduate
Computer Skills
Prudential Financial December 2012 - Present
Bank of America January 2008 - October 2011
Bank of America June 2006 - October 2011
Bank of America June 2006 - December 2007
JPMorgan Chase January 2005 - June 2006
Wachovia Bank January 2003 - December 2005
Morgan Stanley January 2001 - January 2003
Skills
Project Management, Strategic Planning, Sales Management, Operations Management, Marketing Strategy &..., Risk Management, Investment Banking, Financial Analysis, Financial Planning, Forecasting, Portfolio Management, Credit & Lending, Acquisition Integration, Corporate Finance, Banking, Compliance, Communication, Marketing Strategy, Credit, Financial Services, Management, Loans, Investments, Business Strategy, Insurance, Strategic Financial...
Education
Rider University
MBA, completion 12/2012
Rutgers University
BS Biological Sciences
Comerica Bank September 2014 - Present
Citibank January 2004 - August 2014
Bank of America July 2002 - January 2004
Morgan Stanley April 2001 - July 2002
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Credit Risk, Finance, Portfolio Management, Financial Analysis, Small Business Lending, Loan Origination, CRM, Underwriting, Relationship Management
Education
University of Florida 1996 — 2000
Bachelor of Science (BS)
Richmond, The American International University in London 1999 — 1999
BMC Software March 2014 - Present
BMC Software February 2012 - February 2014
BANK OF AMERICA December 1989 - December 2011
Bank of America 2002 - 2008
Sovran Bank January 1990 - January 1996
Sovran Bank January 1989 - January 1990
Skills
Data Center, Mainframe, Storage, Mergers, Credit Cards, Midrange, Design Patterns, Business Management, Financial Planning, Software Development, Quality Assurance, Program Management, Project Management, Strategic Planning, Software Quality..., Software Installation, Strategic Financial..., Infrastructure, Management, Business Continuity, Strategy, Servers, Vendor Management, Banking, Disaster Recovery, IT Strategy, Business Intelligence, Business Analysis, SDLC, IT Management, Mergers & Acquisitions, Process Improvement, Project Portfolio..., IT Service Management, Risk Management, Integration, Information Technology, Security
Education
Richland College
Computer Science
University of Pittsburgh
MUFG Americas May 2014 - Present
Santander Bank, N.A. July 2011 - April 2014
Bank of America October 2006 - July 2011
Skills
Sales Management, Sales Coach, Results Focused, Banking, Coaching, Small Business, Customer Relations, Credit, Business Analysis, Sales, Small Business Lending, Customer Service, Leadership, Investments, Management, Risk Management, Lines Of Credit, Cross Selling, Result Oriented, Consumer Lending, Retail Banking, Loans, Computers, Data Analysis
Education
Rider University 2003 — 2005
BA, Finance
Isle of Capri Casino August 2014 - Present
MtiAmerica August 2013 - April 2014
Bank of America January 2012 - April 2013
New York Venture Capital 2002 - 2010
IIT, Inc November 1999 - February 2001
Morgan Stanley 1998 - 1999
ExxonMobil 1997 - 1998
StayinFront, previously known as WindSoft, Inc. July 1993 - July 1996
Data Management Services, Inc. 1991 - 1992
Skills
Technical Support, IT Project Leadership, IT Project..., IT Asset Management, Software Project..., Software Implementation, Moves Management, Data Migration, Enterprise Architecture, TCP/IP, IT Procurement, Windows 7 Migration, Project Planning, Project Coordination, Network Administration, Active Directory, Cisco VPN, IBM Tivoli, Client/server, Windows XP Pro, Unix Operating Systems, IBM AS/400, Hardware Support, Market Data, Bloomberg Terminal, Thompson One, Hyperion Enterprise, Manage Client..., Technical Training, Wise Installer, HP Openview, Change Management, IT Operations Management, Technical Consultation, Hardware, IT Management, System Deployment, Information Technology, Disaster Recovery, Infrastructure, Help Desk Support, Windows XP
Education
Ramapo College of New Jersey 1989 — 1992
Bachlor of Science
Rider University
Wayne Valley H.S. 1982 — 1986
Diploma
First State Bank February 2011 - Present
Gloria Nilson REALTORS(c), Real Living October 2010 - Present
Alta Appraisals, Inc January 2010 - Present
Gloria Nilson REALTORS January 2009 - Present
Alta Associates Appraisals, Inc. December 2009 - March 2010
Alta Appraisals, Inc November 2009 - March 2010
Bank of America May 2006 - May 2009
Bank of America June 2006 - June 2008
Bank of America June 2006 - May 2008
Bank of America June 2006 - May 2008
Education
American School of Business 2009 — 2009
Appraisal Trainee, Real Estate Certified Appraiser
Professional School of Business 2009 — 2009
Real Estate Sales, Real Estate Sales Person
Rider University
Masters, Business Administration
Rider University
Masters, Business Administration
American School of Business Mortgage Lending and Real Estate
Professional School, Business Real Estate
Rider University
Masters, Business Administration
Rider University
Masters, Business Administration
The College of New Jersey
Bachelors, Business Administration
The College of New Jersey
Bachelors, Business Administration
The College of New Jersey
Bachelor, Business Administration
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
Bank of America 2010 - Present
Countrywide Financial Corporation 2003 - Present
Countrywide Home Loans 2003 - Present
Countrywide July 2002 - December 2009
CompUSA May 2000 - July 2003
Skills
Customer Experience, Call Center, Customer Service, Training, Call Centers, Process Improvement, Vendor Management, Banking, Start-ups, Customer Satisfaction, Business Analysis, Leadership, Operations Management, Business Process..., Outsourcing, Management
Education
Richland Community College
Xerox August 2014 - Present
Bank of America January 2010 - November 2012
J.P. Morgan 1992 - 2010
JPM June 2001 - January 2007
JPM January 1999 - March 2001
JPM July 1994 - December 1998
JPM September 1992 - June 1994
ARTHUR ANDERSEN & COMPANY January 1992 - August 1992
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Fluent in Spanish, Proficient in MS..., Product knowledge in..., Able to meet..., Excellent client..., Diplomatic skills and..., Windows, English, Research, Outlook, Trading, Options, FX Options, Risk Management, Finance, Fixed Income, Derivatives, Investment Banking
Education
Rider University 1988 — 1991
Bachelor of Science, Business Administration; Accounting and Finance
Santander Bank 2006 - Present
National Society of the Colonial Dames of America in the State of New Jersey May 2013 - May 2014
TD 2002 - 2006
Bank of America 2001 - 2002
Skills
Customer Service, Sales, Promoting, Retail Banking, Banking, Cross Selling, Writing, Tumblr, Facebook, Graphic Design, Digital Photography, Adobe Creative Suite, Illustrator, Photoshop, InDesign, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Loans, Credit, Consumer Lending, Credit Analysis, Lines Of Credit
Education
Rider University 2009 — 2012
B.A. in Journalism, Public Relations
Burlington County College 2007 — 2009
A.S. in Liberal Arts
Bank of America Home Loans November 2005 - Present
Bank of America November 2005 - July 2013
Fujitsu Network Communications 2000 - 2002
Gerber Technology 1989 - 2000
Skills
Microsoft Excel, Microsoft Office 2007, Microsoft Visual Studio..., Microsoft SQL Server..., Document Direct, Teradata, Visio, Microsoft Access 2007, NICE, SRP, SQLplex Power User, MS Excel Pivot Tables, MS SQL, SSIS, SSRS, Outlook, XML, Training, Access, SQL, Visual Studio, Microsoft SQL Server, Document Management, Quality Assurance, Business Intelligence, Management, Software Documentation, HTML, SharePoint, Project Management, Analysis, Testing, Leadership, SAP, Six Sigma, Call Centers, Security, Business Analysis, Networking, Requirements Gathering, SDLC, Business Requirements, Systems Analysis, Vendor Management, User Acceptance Testing, Human Resources, Business Process..., Databases, MS Project, Crystal Reports
Education
Countrywide Home Loans Internal Training and Development 2005 — 2007
Computer Science, Completed all course requirements
Micro Center Education Unit 2000 — 2000
Webmaster, Computer Programming, Completed all Requirements for Certificates
Richland College
Business Management and Engineering
CBS Interactive March 2015 - Present
CBS Interactive March 2014 - March 2015
Michael Hodes, LLC February 2013 - May 2014
Mediasmith September 2013 - March 2014
UM WW August 2013 - September 2013
UM WW June 2013 - August 2013
Towson University August 2009 - May 2013
Mindshare October 2012 - December 2012
Pessin Katz Law, P.A. April 2012 - July 2012
Bank of America September 2011 - April 2012
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Mass Communication: Advertising & Strategic Public Relations and Integrated Communications
Richmond, The American International University in London 2012 — 2012
AIFS: London Internship Program, Study Abroad: Fall 2012
Hillsborough High School 2008 — 2009
HS Diplopma
Hunterdon Central Regional High School 2006 — 2008
Bristol-Myers Squibb, Princeton, New Jersey December 2011 - Present
Bank of America February 2010 - November 2011
Unisys January 2007 - September 2009
Merrill Lynch 2002 - 2006
Arthur Andersen Business Consulting April 2001 - April 2002
Spherion 1996 - 2001
Skills
Talent Acquisition, Talent Management, Succession Planning, Hiring, Manufacturing, Recruiting, Management, College Recruiting, Applicant Tracking..., Onboarding, Sourcing, Technical Recruiting, Internet Recruiting, Interviews, Workforce Planning, Executive Search, Temporary Staffing, Human Resources, Temporary Placement, Benefits Negotiation, Staffing Services, Employer Branding
Education
Rider University 1987 — 1991
BA, Elementary Ed, Fine Arts
American International Group May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch February 2005 - January 2009
Merrill Lynch 2001 - 2005
Merrill Lynch 2000 - 2001
Dow Jones August 1996 - February 2000
UII/MicroAge 1993 - 1994
Skills
Negotiation, Leadership, Analysis, Financial Analysis, Outsourcing, Strategic Planning, Cross-functional Team..., Relationship Management, Strategy, Vendor Management, Contract Negotiation, Risk Management, Procurement, Change Management
Education
Rider University 1989 — 1992
B.S. in Business Administration, Management & Organizational Behavior
Baldwin School, Puerto Rico 1974 — 1983
Homeward Residential, Inc. November 2012 - Present
MetLife September 2011 - November 2012
The Mergis Group May 2011 - September 2011
Bank of America March 2009 - May 2011
HSBC Mortgage Lending September 2008 - March 2009
Bank of America Wholesale Mortgage May 2007 - September 2008
Bank of America Wholesale Mortgage December 2002 - May 2007
Skills
Sales, Business Development, Recruiting, Cold Calling, Marketing
Education
MacArthur High School
Richland College
Albridge, an Affiliate of Pershing November 2014 - Present
Bank of America December 2013 - November 2014
Bank of America June 2006 - December 2013
Enterprise Rent-A-Car June 2005 - June 2006
Skills
Strategic Planning, Customer Service, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Project Management, Operations Management, Six Sigma, PowerPoint, Leadership, Team Leadership, Team Building, Microsoft Office, Process Improvement, Customer Satisfaction, Business Strategy, Financial Modeling, Relationship Management, Vendor Management
Education
Strayer University - New Jersey 2011 — 2012
Master of Business Administration (M.B.A.), Project Management, 3.9 out of a 4.0 scale
Rider University 2001 — 2005
Bachelors of Science Degree, Business Administration
Bank of America February 2015 - Present
The Body Shop March 2014 - January 2015
Macy's September 2013 - April 2014
Lord and Taylor June 2012 - September 2013
OIT Help Desk August 2010 - August 2013
TD January 2008 - January 2009
Skills
Public Relations, Marketing, Advertising, Social Media, Microsoft Office, Adobe Creative Suite
Education
Rider University 2009 — 2013
Bachelor of Arts (B.A.), Journalism with a concentration in Public Relations
Howell High School 2002 — 2006
Bank of America August 2014 - Present
Navigant March 2014 - August 2014
Navigant March 2010 - February 2014
Navigant September 2007 - March 2010
Navigant August 2005 - September 2007
Skills
Forensic Accounting, Internal Controls, Financial Analysis, Financial Modeling, Management Consulting, Business Valuation, Enterprise Risk..., Due Diligence, Valuation
Education
Rider University
Masters of Accountancy
UNC Chapel Hill 2001 — 2005
BSBA, Business
Merrill Lynch May 2012 - Present
Merrill Lynch January 2010 - June 2012
Bank of America June 2002 - January 2010
Merrill Lynch 2002 - 2008
Skills
Series 7, Series 66, Series 9, Series 10, CFA, Excel, SQL, SAS, VBA, ASP, Six Sigma, Access, Auditing, Mutual Funds, Internal Audit, Investment Advisory
Education
Rider University 2003 — 2006
MBA, Finance
Rider University 1998 — 2002
BS, Computer Info Systems
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Bank of America 1999 - Present
Educational Testing Service 1991 - 1999
NJ State Bar Association 1989 - 1991
Herbert C. Rodgers, Sr. Sign Company 1985 - 1989
IBM 1980 - 1985
Skills
Process Improvement, Financial Analysis, Project Management, Management, Leadership, Finance, Budgets, Internal Controls, Executive Management, Business Analysis, Analysis, Strategic Planning, Strategic Financial..., Change Management, Management Consulting, Project Planning, Auditing, Risk Management, Governance, Mergers & Acquisitions, Portfolio Management, Business Strategy, Business Intelligence, Program Management, Vendor Management, Business Process..., Banking, Financial Modeling, Strategy, Cross-functional Team..., IT Strategy, Financial Services, Training, Performance Improvement, Financial Planning
Education
Rider University 1975 — 1979
BSC, Business Administration
Ethos Lending LLC September 2015 - Present
WEBINAR - SOCIAL MEDIA July 2011 - Present
Mortgage Motivator February 2010 - Present
MORTGAGE XPERTS October 2011 - August 2015
WACHOVIA MORTGAGE CORP January 2001 - April 2009
Bank of America December 1994 - January 2001
Skills
Sales Coach, Sales Skills Training, Residential Mortgages, Referrals, Sales, Selling Skills, Leadership, Selling, Mortgage Lending, Sales Operations, Training, Coaching
Education
Rider University 1967 — 1971
BS, Finance & Marketing
Farmer's Insurance August 2008 - Present
Bank of America March 2002 - June 2005
JP Morgan Chase & NSPCC September 2000 - February 2002
Skills
Insurance, Banking, Investments, Mortgage Lending, Commercial Lending, Sales, Underwriting, Life Insurance, Loans, Risk Management, Financial Services, Management, Retirement Planning
Education
The University of Texas at Dallas 1998 — 2000
Bachelor of Science (BS), Accounting and Finance, 3.5
Richland Community College 1997 — 1999
business degree, accounting
Nationstar Mortgage September 2014 - September 2015
Bank of America July 2010 - February 2014
Williams Lea June 2008 - March 2009
Friedmans Jewelers( Call Center) February 2007 - May 2008
Friedmans Call Center February 2007 - May 2008
Skills
COMPUTER/OFFICE SKILLS..., Analysis, Credit, Leadership, Call Centers, Finance, Customer Service, Quality Assurance, Loans, Sales, Program Management, Teamwork, Auditing, Invoicing, Customer Retention, Underwriting, Banking, Loan Origination, Microsoft Office, Mortgage Lending, Mortgage Banking
Education
Vernon College 2008 — 2009
Richland Community College 2006 — 2007
Banking, Corporate, Finance, and Securities Law
W.T.White HighSchool 2003 — 2006
High School Diploma, Basic Skills and Developmental/Remedial Education
Merrill Lynch December 2014 - Present
JPMorgan Chase August 2009 - November 2014
Bank of America September 2007 - March 2009
Bank of America November 2005 - September 2007
Chubb Insurance May 2005 - November 2005
Bank of America February 1999 - October 2005
Skills
Series 7, Series 65, Series 63, Foreign Languages, Microsoft Excel, Microsoft Word
Education
Rider University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rider University
Bachelor of Science (B.S.), Business Administration and Management, General
Beauteque 2014 - Present
SOCIAL the Lifestyle Magazine 2013 - 2015
Punjabi Popcorn 2013 - 2015
Bank of America 2011 - 2014
Bank of America Merrill Lynch 2006 - 2011
Skills
Marketing Communications, Advertising, Public Relations, Social Media Marketing, Journalism, Editorial Consulting, Strategic Planning, Marketing Strategy, Business Strategy, Online Marketing, Salesforce.com, Enterprise Account..., Retirement Plan..., Wealth Management, Microsoft Office, Event Management, Social Media Consulting, Digital Marketing, Digital Media, Marketing
Education
Rider University
Photo Booth International January 2013 - Present
Photo Booth Dallas December 2012 - Present
Experian Inc October 2011 - May 2013
Experian Consumer Direct December 2009 - October 2011
Bank of America January 2009 - December 2009
Lime Media September 2007 - October 2008
Skills
Market Research, Marketing, Customer Service, New Business Development, Product Development, Credit, Invoicing, Call Centers, Analytics, Account Management, Customer Retention, Customer Experience, Process Improvement, Customer Acquisition, Business Analysis, Pricing, Advertising, Sales, Online Marketing
Education
Richland Community College 2009 — 2013
Master of Business Administration (M.B.A.), Business Management, Accounting and History
Bank of America 2006 - Present
Ritz Camera & Image 1991 - 2007
Skills
Banking, Mortgage Lending, Retail, Business Process..., Relationship Management, Training, Leadership, Management, Performance Management, Leadership Development, Process Improvement, Change Management, Strategic Planning, Customer Service, Team Leadership, Loans, Strategy, Sales, Instructional Design, Team Building, Risk Management, Vendor Management
Education
Rider University 1982 — 1986
BS, Journalism, Communications
EY May 2015 - Present
Bank of America February 2012 - May 2015
China TongYin June 2010 - September 2010
Petro-Capital Group June 2007 - September 2007
Skills
Financial Modeling, Microsoft Office, Valuation, Analysis, Finance, Investments, Banking, Mergers & Acquisitions, Budgets, Marketing, Private Equity, Forecasting, Credit, Emerging Markets, Sales, Financial Analysis, Customer Service, Loans, Social Media Marketing, Market Research, Financial Markets, Financial statements..., Business Valuation
Education
Richmond, The American International University in London 2007 — 2010
Bachelor of Arts, Finance, GPA 3.4
Salisbury School 2005 — 2007
Bank of America June 1998 - September 2013
Bank of America 1998 - 2013
Skills
•12+ years of..., Staff Development &..., Policies & Procedures..., Process Improvement, Report & Document..., Excellent Communication..., Conflict Resolution..., Default Mortgage..., Foreclosure Procedure &..., Knowledgeable in..., AS400, LPS, Basic..., Loans, Loan Servicing, Mortgage Banking, Mortgage Servicing, Relationship Management, Risk Management, Training, Portfolio Management, Leadership, Foreclosures, Policy, Management, Change Management, Conflict Resolution, Research, LPS, Investors, Mortgage Lending, Internal Audit
Education
Richland Community College 1995 — 1995
Roosevelt High School 1986 — 1990
General Study
Bank of America March 2014 - Present
First Niagara Bank March 2013 - March 2014
First Niagara Bank January 2013 - March 2014
Citizens Bank July 2008 - March 2013
Citizens Bank January 2008 - January 2013
Skills
Banking, Commercial Banking, Cash Management, Commercial Lending, Small Business Lending, Credit, Loans, Credit Analysis, Retail Banking, Cross Selling, Portfolio Management, Relationship Management, Lines Of Credit, Loan Origination, Credit Risk, Commercial Mortgages, Financial Analysis, Sales, Risk Management
Education
Rider University
National Penn Bank April 2014 - April 2015
Investors Bank August 2012 - April 2014
Citizens Bank March 2010 - August 2012
Bank of America March 2007 - March 2010
United Jersey Bank 1988 - 1994
Skills
Analyzing financial..., Loan structuring, Commercial Loans, Cash Management, Marketing, Financial Structuring, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Financial Statements, Credit, Loans, Consumer Lending, Commercial Mortgages, Banking, Loan Origination, Underwriting, Mortgage Banking, Credit Risk, Finance, Treasury Management, Retail Banking, Mortgage Lending, Financial Risk, Portfolio Management, Cross Selling, Lines Of Credit, SBA, Asset Based Lending, Refinance, Construction Loans, Relationship Management, Branch Management, Deposits, Financial Services, Residential Mortgages, Middle Market, Commercial Real Estate, Small Business, Funding, FHA
Education
Rider University 1983 — 1987
Bachelors, Finance
Bank of America September 2015 - Present
Santander Bank, N.A. January 2014 - August 2015
Wells Fargo September 2005 - December 2013
PHH Mortgage March 1997 - September 2005
Skills
Mortgage Lending, Mortgage Banking, Financial Reporting, Project Management, Business Management..., Account Management, FHA financing, Sales, Loans, New Business Development, Customer Service, Banking, Management, Credit, Time Management, Finance, Loan Origination, Residential Mortgages, Refinance, FHA, Financial Services, Credit Analysis, Leadership
Education
Rider University 1991 — 1994
Bachelor of Business Administration (BBA), Project Management. Finance
Wesley College 1988 — 1991
Bachelor of Business Administration (B.B.A.) Music Theory, Business Finance and Music Theory
TD August 2014 - Present
Oak Mortgage Company April 2014 - August 2014
Bank of America December 2011 - January 2014
Superior Mortgage April 1999 - December 2011
Greentree Mortgage 1992 - 1999
Skills
Analysis, Banking, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, FHA financing, Finance, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Recruiting, Refinance, Residential Mortgages, Reverse Mortgages, Strategic Planning, Team Building, USDA, Underwriting, FHA Financing
Education
Rider University 1987 — 1991
Bachelors, Finance
Wells Fargo Home Mortgage February 2012 - May 2013
Wells Fargo Home Mortgage September 2010 - April 2011
Wells Fargo Home Mortgage August 2006 - August 2007
Bank of America September 1996 - March 2006
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Sales Management, Finance, Customer Satisfaction, Customer Service, Call Centers, Credit
Education
Richland Community College
Business Administration
Bank of America October 2004 - Present
Fortune 500 Companies, various March 2002 - October 2004
Bear Stearns March 1995 - November 2001
Education
Chubb Institute 1981 — 1981
Certificate, Programming
Rider University
BS, Finance
Bank of America June 2014 - Present
Bank of America May 2013 - May 2014
Bank of America July 2012 - April 2013
Bank of America August 2011 - July 2012
Merrill Lynch January 2010 - August 2011
Merrill Lynch July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Education
Rider University 2004 — 2008
BS, Human Resource Management
Primacy CartusCorporate RelocationJanuary 2005 - October 2006
Bank of America July 1998 - January 2005
Education
Richland Community College 2000 — 2002
CARMA Designs June 2015 - Present
CARMA Recovery May 2014 - Present
CARMA - Continuity and Recovery Management Associates May 2013 - Present
Steven Douglas Associates June 2012 - May 2014
Bank of America December 2011 - May 2012
Bank of America August 2010 - December 2011
JP Morgan Chase December 2009 - August 2010
JPMorgan Chase December 2006 - December 2009
JPMorgan Chase June 2006 - December 2009
JPMorgan Chase April 2004 - June 2006
Skills
Business Continuity, Trading Systems, Software Documentation, Management, Integration, Fixed Income, Analysis, Derivatives, Quality Assurance, Project Management, Banking, Vendor Management, Financial Risk, Testing, Incident Management, Program Management, Process Improvement, IT Strategy, FX Options, Production Support, Change Management, Problem Management, CMMI, Back Office, Data Center, Document Imaging, Emergency Management, SDLC, Risk Management, Business Analysis, Disaster Recovery
Education
Rider University 1986 — 1990
BS, Decision Sciences and Computer
Bank of America April 2012 - Present
Bank of America 2003 - Present
Capital One Auto Finance June 2000 - November 2003
Skills
Risk Management, Information Security, Information Security..., Security, Vendor Management, Risk Assessment, Networking, Vulnerability Assessment, CISSP, Network Security, Disaster Recovery, Penetration Testing, Information Technology, Computer Security, Business Continuity
Education
Richland Community College
International Business and Trade
BlackRock 2007 - Present
Merrill Lynch Investment Managers 2005 - 2007
Bank of America 1999 - 2005
Skills
Mutual Funds, Bloomberg, Business Operations, Hedge Funds, Equities, Fixed Income, Fund Administration
Education
Rider University
M.B.A., Finance
Rider University
B.S., Business Administration
H&R Block January 2013 - Present
PNC Financial Services Group September 2010 - May 2012
US Steel April 2010 - July 2010
PNC Bank 2008 - 2009
Bank of America October 2005 - March 2008
Engine Components, Inc. February 2004 - January 2005
ARAMARK September 2002 - November 2003
Education
Richmond, The American International University in London 2000 — 2001
University of North Texas 1995 — 1999
Bank of America February 2015 - Present
Bank of America Merrill Lynch February 2012 - February 2015
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch July 2008 - December 2009
Merrill Lynch July 2006 - June 2008
Rider University September 2002 - May 2006
Arista Marketing Company June 2005 - August 2005
Legg Mason Wood Walker May 2004 - August 2004
Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll
Education
Rider University 2006 — 2008
MBA, Marketing
Rider University 2002 — 2006
BS, Human Resource Management
Norristown 1998 — 2002
High School Diploma
Bank of America February 2014 - Present
Bank of America August 2013 - February 2014
Bank of America August 2012 - August 2013
Bank of America August 2010 - August 2012
Bank of America December 2008 - August 2010
Bank of America / Countrywide Mortgage March 2006 - December 2008
PFSweb May 2001 - March 2006
Skills
Loss Mitigation, Credit Risk, Mortgage Lending, Commercial Lending, Refinance
Education
Richland Community College 2009 — 2011
Associates Degree
U.S. Trust January 2010 - Present
U.S. Trust January 2008 - December 2009
Bank of America September 2005 - January 2008
Bank of America April 2004 - September 2005
Fleet Bank April 2003 - April 2004
CIBC World Markets October 2000 - April 2003
Metlife February 2000 - October 2000
The Chase Manhattan Bank July 1995 - February 2000
Skills
Management, Strategy, Portfolio Management, Investments, Business Analysis, Financial Services, Wealth Management, Banking, Risk Management, Asset Management, Sales Process, Private Banking, Wealth Management..., Leadership, Business Development, Business Process...
Education
University of Rhode Island 1989 — 1993
BOS
University of Rhode Island - College of Business Administration 1989 — 1993
Richmond, The American International University in London 1992 — 1992
Narragansett High School 1986 — 1989
PNC Mortgage May 2012 - Present
Bank of America September 2006 - April 2012
Washington Mutual 2001 - 2006
PNC Mortgage September 1994 - September 2001
CoreStates Bank 1989 - 1994
Skills
Banking, Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Credit, Finance, Consumer Lending, Reverse Mortgages, Refinance, FHA, Team Building, Commercial Lending, Credit Analysis, Residential Mortgages
Education
Rider University
Master of Business Administration (M.B.A.), Finance
Morgan Stanley December 2011 - Present
Hudson City Savings Bank April 2011 - December 2011
Bank of America March 2008 - April 2011
Credit Suisse March 2007 - December 2007
KeyBank, National Consumer Finance January 2003 - February 2007
Champion Mortgage February 1994 - December 2002
Midcoast Mortgage 1984 - 1994
Skills
Mortgage Lending, AML, Financial Risk, Loans, Compliance, OFAC, Banking, USA PATRIOT Act, Credit
Education
Rider University
Management
Westinghouse Lighting July 2015 - Present
It's the Pits Design April 2013 - Present
Bank of America February 2009 - Present
Bank of America April 2014 - July 2015
ScentAir January 2008 - January 2009
Valpak August 2004 - October 2007
Verizon February 2001 - August 2004
Cendant Mortgage February 1998 - February 2001
Trentonian Newspaper May 1996 - February 1998
BK Advertising May 1996 - August 1996
Skills
Account Management, Cold Calling, B2B, New Business Development, Sales Management, Online Advertising, Sales Presentations, Lead Generation, Advertising, Marketing Strategy, Sales Process, Salesforce.com, Direct Sales, Social Media, Sales, Social Media Marketing, Marketing Communications, Marketing, Email Marketing, Digital Media, Direct Marketing, Customer Retention, Sales Operations, Leadership, Social Networking, CRM, Training, Online Marketing, Team Building, Customer Service, Digital Marketing, Direct Mail, Market Research, E-commerce, Team Leadership, Relationship Management, Advertising Sales, Market Planning, Coaching, Integrated Marketing, Call Centers, Customer Acquisition, Brand Management
Education
Rider University 1992 — 1996
BA, Journalism/Advertising
Lebanon High School
MUFG in the Americas August 2015 - Present
Bank of America May 2010 - July 2015
Bank of America August 2009 - May 2010
Merrill Lynch February 2006 - August 2009
Comcast October 2004 - February 2006
Merrill Lynch August 2002 - February 2004
Skills
Data Analysis, Process Improvement, Business Process..., Strategic Planning, Project Management, Due Diligence, Database Design, ETL, Business Relationship..., Strategic Thinking, Data Governance, Data Quality, Matrix Management, Change Management, Business Intelligence, Data Mining, Executive Reporting, Analytics, Strategy, Management
Education
Rider University 2007 — 2009
MBA
Rider University 1999 — 2002
BS, Business Administration / Computer Information Systems
McLean Mortgage Corporation December 2014 - Present
PHH Home Loans April 2013 - December 2014
McLean Mortgage Corporation March 2011 - April 2013
Bank of America November 2008 - May 2009
Nations Home Funding February 2008 - October 2008
EquiTitle LLC January 2006 - February 2008
Countrywide 2002 - 2004
Skills
FHA, Loans, Mortgage Lending, Business Strategy, Analysis, Marketing, Business Planning, REO, Real Estate, Credit, Loan Origination, Refinance, Residential Mortgages, Mortgage Banking, USDA
Education
Rider University
First Citizens Bank February 2014 - Present
Hitachi Consulting June 2011 - February 2014
RBC Bank 2010 - 2011
Stratapult 2009 - 2010
The South Financial Group October 2005 - May 2009
Bank of America 2004 - 2005
AEGON 2003 - 2004
PFPC 2002 - 2003
Wachovia 1993 - 2001
Education
Rider University
Bank of America October 2012 - Present
Teksytems - Merrill Lynch/Bank of America March 2011 - Present
Dow Jones July 2007 - February 2011
Skills
Project Management, Program Management, Infrastructure..., Servers, Desktop Deployment, Storage, Data Center, Databases, Web Servers, Server Consolidation, Virtualization, Networking, BladeCenter, SSL Certificates, Cabling, Process Improvement, Clarity, Project Portfolio..., Change Management, Risk Management, Account Management, CRM, Disaster Recovery, Management, SDLC, Team Building, Vendor Management
Education
Rider University
BA, Communications
TD Ameritrade April 2013 - Present
Bank of America January 2005 - November 2011
Merrill Lynch January 2000 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Expense Management, Corporate Management, Business Analysis, Strategic Planning, Cognos, Business Intelligence, Budgeting, Change Management, Analysis, Mutual Funds, Forecasting, Financial Modeling, Corporate Finance, Securities, Team Leadership, Microsoft Office 2007, Oracle Financials, SQL, Management, Strategy, Finance, Investments, Wealth Management, Analytics, Cross-functional Team..., Financial Services
Education
Rider University
Bachelor of Science, Accounting
Day & Zimmermann July 2014 - Present
Day & Zimmermann February 2012 - Present
Integra LifeSciences October 2010 - January 2012
IFF (International Flavors & Fragrances) January 2009 - 2010
IFF 2003 - 2008
IFF 2001 - 2003
Avon 1997 - 2001
Bank of America 1995 - 1996
General Electric 1989 - 1995
Skills
HRIS, Onboarding, Talent Management, Deferred Compensation, Personnel Management, Employee Relations, Talent Acquisition, Employee Benefits, Human Resources, Management
Education
Rider University 1985 — 1989
BS/BA, Management, Human Resources, Labor Relations
Merrill Lynch Wealth Management October 2010 - Present
Bank of America January 1988 - March 2006
Mellon Bank January 1986 - December 1987
Girard Bank July 1975 - December 1985
Broad Street National Bank October 1973 - June 1975
Education
Rider University 1983 — 1986
MBA, Finance
Rider University 1969 — 1973
BS-Commerce, Finance
Bank of America April 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 1992 - 2009
Merrill Lynch April 2004 - September 2006
Skills
Talent Management, Performance Management, Deferred Compensation, Onboarding, Human Resources, Employee Relations, HRIS, Employee Engagement, Employee Benefits, Organizational Design, Organizational..., Benefits Administration, Recruiting, HR Consulting
Education
Rider University
BS, Business Administration, HR Major
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
IBM April 2013 - Present
PwC February 2013 - April 2013
Bank of America January 2009 - August 2012
Merrill Lynch 1997 - 2008
Prudential Real Estate Investors 1986 - 1997
Skills
Process Improvement, Fixed Income, Investments, Capital Markets, Oracle, Real Estate, Equities, Finance, Financial Modeling, Financial Analysis
Education
Rider University 1989 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1983 — 1988
BS, Accounting
Capital One July 2004 - Present
Bank of America May 2003 - July 2004
ABN AMRO May 2001 - February 2003
Fleet Bank August 1996 - May 2001
The Chase Manhattan Bank August 1986 - August 1996
Skills
Asset Based Lending, Capital Markets, Leveraged Finance, Portfolio Management, Corporate Finance, Restructuring, Cash Flow, Credit Analysis, Credit, Commercial Lending, Loans, Commercial Banking, Finance, Financial Risk, Investments, Risk Management, Business Development, Banking, Underwriting, Syndications, Financial Structuring
Education
Rider University 1982 — 1986
BS, Finance, Economics
South Brunswick High School 1978 — 1982
Bank of America July 2008 - Present
Countrywide Home Loans 2004 - 2008
Countrywide Home Loans 1995 - 2004
Software Spectrum April 1992 - October 1995
Computer Language Research (CLR) July 1989 - February 1992
Skills
Hibernate, DB2
Education
The University of Texas at Dallas 1987 — 1989
Bachelor of Science, Computer Science
Richland Community College 1985 — 1987
TD January 2013 - Present
Bank of America April 2010 - Present
Merrill Lynch November 2005 - April 2010
Merrill Lynch 2004 - 2009
Skills
Business Analysis, Management, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, Strategy, Testing, Vendor Management, SDLC, PMO, Program Management, Business Process..., Change Management, Project Portfolio...
Education
Rider University 2006 — 2009
MA, Organizational Leadership
Rutgers University-New Brunswick 1998 — 2002
BA, Psychology
Bank of America January 2009 - Present
Merrill Lynch 1997 - 2008
KPMG 1994 - 1997
Education
Rider University 1990 — 1994
BS, Accounting
EY May 2011 - Present
Bloomberg February 2011 - May 2011
Valenti & Valenti, LLC January 2010 - January 2011
Bank of America October 2009 - January 2010
Rider University May 2008 - August 2009
Ryan Beck & Co. May 2007 - August 2007
Education
Rider University 2005 — 2009
Bachelors of Science, Finance
Wilmington Trust October 2004 - Present
Financial Resources FCU January 2002 - October 2004
Bank of America January 1999 - December 2001
Education
Rider University 1995 — 1999
Bachelor of Science, Finance
Bank of America September 2009 - Present
Merrill Lynch July 2007 - September 2009
State Street February 2007 - June 2007
State Street March 2005 - February 2007
State Street September 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Banking, Internal Controls, Fund Accounting, Risk Management, Loans, Bloomberg, Process Improvement, Bloomberg Terminal, Business Analysis, Financial Services
Education
Rider University 2004 — 2006
Master of Business Administration, Finance
Rider University
Bachelor of Science in Business Administration, Management and Organizational Behavior
Bank of America May 2011 - Present
Bank of America May 2010 - May 2011
State Street Bank November 2006 - March 2009
Merrill Lynch February 2002 - November 2006
Merrill Lynch July 2004 - August 2006
Merrill Lynch October 2003 - July 2004
Merrill Lynch February 2002 - February 2003
Skills
Visio
Education
Rider University
BS, Computer Information Systems
Bank of America
Skills
Underwriting, Financial Risk, Risk Management
Education
Rider University 1992 — 1996
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Bank of America August 2010 - Present
Merrill Lynch August 1993 - February 2010
Education
Rider University
BS, Human Resources Management
Bank of America August 2010 - Present
Merrill Lynch November 2008 - January 2010
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2005 - February 2007
Educational Testing Service June 2003 - August 2004
Adecco Staffing Agency (Educational Testing Service) January 1999 - June 2003
Education
Rider University 1999 — 2003
Bachelor of Science, Business
New Jersey Manufacturers Insurance Group May 2014 - Present
Lyneer Staffing Solutions March 2014 - May 2014
Princeton University April 2012 - October 2013
Rose International May 2010 - September 2011
Sun National Bank January 2009 - February 2010
Bank of America May 1994 - December 2009
Skills
Talent Management, Recruiting, Onboarding, Sourcing, Applicant Tracking..., Human Resources, Talent Acquisition, Interviews, Screening, Hiring, College Recruiting
Education
Rider University
Bachelors in Business Adminstration, Human Resource Management
Wilson's Leather December 2012 - April 2013
Puma SE July 2012 - December 2012
Once Upon A Child-Lake Highlands February 2010 - June 2012
Bank of America November 2007 - February 2010
Planet Tan July 2007 - November 2007
Aeropostale May 2006 - July 2007
Hollister Co December 2003 - May 2006
Skills
Retail, Leadership, Team Building, Customer Service, Sales, Marketing, Public Speaking, Merchandising, Inventory Control
Education
Richland Community College 2010 — 2011
Mesquite High School 1996 — 2000
Diploma
Caliber Home Loans April 2015 - Present
Pathways Core Training, Inc. January 2012 - Present
Exeter Finance Corp September 2013 - January 2015
Jeff Kunkel's Baseball Fundamentals January 1994 - May 2014
Pathways Core Training, Inc. February 2013 - January 2014
Sister Technologies October 2012 - September 2013
Bank of America July 2011 - September 2012
Bank of America October 2010 - August 2011
Bank of America May 2009 - September 2010
Fellowship of Christian Athletes Greater Fort Worth June 2007 - August 2008
Skills
Leadership, Risk Management, Business Analysis, Quality Assurance, Management, Training, Strategic Planning, Process Improvement, Entrepreneurship, Team Building, Coaching, Relationship Management, Executive Management, Customer Service, Marketing, Team Leadership, Budgets, Financial Analysis, Program Management, Event Management, Strategy, Networking, Leadership Development, Six Sigma, Analysis, Organizational..., Policy, Security, Business Development, Procedure Development, Client Representation, Data Analysis, Strategic Financial..., Sports Coaching, Change Management, Business Strategy, Customer Satisfaction, Contract Negotiation, Operations Management, Nonprofits, Hands-on Training, Coaching Baseball, Fundraising, Internal Audit, Microsoft Excel, Baseball, Mentoring, Investments
Education
Rider University 1981 — 1983
Associate of Arts (AA), Mathematics, Chemistry
Middletown South 1978 — 1980
High School
East West Bank July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Bank of America Merrill Lynch March 2008 - July 2012
Bank of America November 2006 - March 2008
Bank of America June 2004 - November 2006
Skills
Credit Risk, Portfolio Management, Corporate Finance, Business Acquisition..., Global Cash Management, Cross-functional Team..., Cash Management, Commercial Lending, Middle Market, Credit Analysis, Banking, Commercial Banking, Credit, Loans, Risk Management, Management, Financial Analysis, Financial Modeling, Finance
Education
The University of Texas at Arlington 1999 — 2004
Bachelor Science
Richmond, The American International University in London
Verizon February 2014 - Present
Verizon June 2013 - Present
UniTek Global Services March 2012 - June 2013
Bank of America Merrill Lynch February 2011 - March 2012
Bank of America December 2009 - February 2011
Merrill Lynch November 2007 - December 2009
Skills
Onboarding, Human Resources, Employee Benefits, Recruiting, Employee Relations, HRIS, Talent Management, Benefits Administration, Performance Management, Employee Engagement, HR Policies, Organizational..., Change Management, Leadership Development, Personnel Management, PeopleSoft
Education
Rider University 2003 — 2006
BS, Human Resources
Rider University
Master of Business Administration (MBA), Finance, General
J.P. Morgan April 2000 - Present
JP Morgan Chase 2009 - 2014
Bank of America January 2003 - February 2009
Education
Richland Community College 1999 — 2001
Business Management
eLEND May 2015 - Present
Bank of America Merrill Lynch July 2014 - April 2015
Bank of America March 2012 - January 2014
Delair Group November 2005 - July 2010
Countrywide Home Loans December 2004 - November 2005
Cytogen Corporation January 2001 - November 2004
Eastern Mortgage Services July 1995 - December 2000
Skills
Time Management, Dependable Team Player, Mortgage Banking, Mortgage Lending, Residential Mortgages, Government Loans, Team-oriented, Customer Oriented, Mortgage Underwriting, Passion for Helping..., Customer Retention, Data Entry, Employee Training, Helping Clients, Customer Service, Teamwork, Process Optimization, Microsoft Office, Analysis, Executive Support, Microsoft Excel, Marketing, Program Management, Trade Shows, Budgets, Advertising, Market Research, Competitive Analysis, Expense Management, Executive Positions, Direct Marketing, Brand Management, Travel Arrangements, Employee Relations, Sales, B2B, Executive..., Executive Level..., Meeting Scheduling, Calendaring, Administrative..., Office Administration, Marketing Strategy, Spreadsheets, Marketing Support, Mail Merge, ACT!, Credit, Refinance, FHA
Education
University of Phoenix 2008 — 2009
MBA, Management
Rider University 1998 — 2003
BSBA, Marketing / Management
Bank of America September 2010 - Present
Studio Movie Grill January 1999 - January 2004
Education
Richland Community College
Bank of America August 2011 - Present
Education
Rider University 1999 — 2003
B.A., Theatre
Bank of America 2010 - Present
Merrill Lynch & Co., Inc. 2004 - 2010
Merrill Lynch & Co., Inc. 1986 - 2004
Skills
Financial Services, Vendor Management, Direct Marketing, Marketing Communications, Leadership, Product Management, Marketing Strategy, Management, Process Improvement, Analysts, Team Building, Print Management, Account Management, Strategy, CRM
Education
Rider University
Bachelor of Business Administration (B.B.A.)
Fannie Mae January 2008 - Present
Bank of America May 2001 - December 2007
Skills
Foreclosure Specialist, Loan Processor, Loan Closer, Mortgage Lending, Credit
Education
Richland Community College 1983 — 1985
Bank of America August 2013 - Present
Wells Fargo Financial May 1986 - May 2013
Skills
Sales Management, Microsoft Office, Work From Home
Education
College of New Jersey
Bachelor of Science, Finance, Magna Cum Laude
Rider University
Associate of Science (AS), Business Administration
West Virginia University
Certificate, Social Media for Business
Bank of America March 2011 - Present
Bank of America January 2010 - February 2011
Bank of America August 2009 - December 2010
Bank of America March 2009 - January 2010
Countrywide/Bank of America February 2009 - August 2009
Hilton Reservations and Customer Care January 2007 - February 2009
Skills
Microsoft Office, Microsoft Works, Siebel, AS400, LAMP, SharePoint, Equator, LPS
Education
Richland Community College 2009 — 2012
Associates of Science, Nursing
Denison High School 1995 — 1999
High School Diploma, General
Bank of America August 2012 - Present
PHH Corporation January 2011 - August 2012
PwC September 2008 - January 2011
Skills
Internal Controls, SEC filings
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Accounting
Bank of America September 2014 - Present
Torchmark Corp. December 2009 - September 2014
Davis Clarck & Co. October 2006 - December 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, US GAAP, GAAP, Fraud, SOX 404, External Audit, Financial Audits, Forensic Accounting, Financial Reporting
Education
New England College 2012 — 2013
Master, Forensic Acounting
New England College (NEC) 2012 — 2013
Master’s of Science, Forensic Accounting
Southern Methodist University 2004 — 2006
Bachelor's degree, Accounting
Richland College 2002 — 2004
Associate's degree, General Studies
New England College
Master's degree, Forensic Accounting
Bank of America June 2010 - Present
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Analysis, Leadership, Management, Strategy, Training, Credit Analysis, Call Centers
Education
Richland Community College 1997 — 1999
Muskogee High School 1991 — 1995
Green Tree Serving LLC August 2013 - April 2014
JPMorgan Chase August 2011 - August 2013
JPMorgan Chase August 2011 - August 2013
Bank of America April 2010 - July 2011
ATS January 2010 - April 2010
Kemper Specialty April 2007 - July 2009
General Motors/SITEL July 2003 - May 2005
GEICO June 2000 - May 2003
Skills
Microsoft Word, Microsoft Office, PowerPoint, Call Centers, Auditing, Training, Mortgage Lending, AS400 system, Underwriting, Loans, Accounting, Coaching, Finance, Microsoft Excel, Lotus Notes, Eclipse, NICE Call Recording, Team Management, Team-oriented, Loan Modifications, Loan Origination, FHA, Customer Service, Property & Casualty..., Claims Investigations, Recorded Statements, Automobile Accidents, Employee Training, Development & delivery..., Document Review, Blitz Document Software, CLOSR mortgage software, MERS, Search Engines, Leadership, Leadership Development, Public Speaking
Education
Texas A&M University-Commerce 2005 — 2007
Photography
Texas State University-San Marcos 2003 — 2004
Psychology
Richland Community College 1999 — 2003
Psychology
Bank of America 2004 - 2011
DPI Teleconnect November 2000 - December 2003
Skills
Customer Service, Strong written and..., •Outstanding..., •Superb interpersonal..., •Bi-lingual – fluent...
Education
Richland College 1993 — 1995
Goodwill Industries of Dallas, Inc. March 2014 - Present
Bank of America February 2006 - March 2013
Nationstar Mortgage 2013 - 2013
Bank of America 2006 - 2013
Skills
Retail Banking, Mortgage Lending, Loans, Banking, User Acceptance Testing, Credit, Quality Center
Education
David W. Carter High school
Richland Community College
Computer Applications
Crowne Plaza Today, Gurgaon August 2013 - Present
Wells Fargo Advisors August 2010 - June 2013
Bank of America October 2003 - December 2008
Skills
Credit, Retail Banking, Banking, Deposits, Cash Management, Credit Analysis, Loans, Cross Selling, Commercial Banking, Lines Of Credit, Finance, Financial Services, Relationship Management, MIS
Education
University of North Texas 2013 — 2014
Associate of Science (A.S.), Human Resources Management and Services
Richland Community College 2001 — 2012
Associate of Science (A.S.), Human Resources Management and Services
Bank of America March 2010 - Present
Education
Richland Community College
University of Texas at Dallas August 2014 - Present
Bank of America July 2008 - March 2013
Nortex Appraisal Valuations March 2004 - March 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Training, Lotus Notes, Subject Matter Experts, Team Building, Time Management, Windows
Education
Richland Community College 2004 — 2006
Associate of Science (A.S.)
university of texas at dallas
Bank of America 2011 - 2013
Skills
Quality Auditing, Customer Escalation..., Supervisory Skills, Mortgage Servicing, Customer Service
Education
Richland Community College 2010 — 2013