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
Bank of America March 2013 - Present
Acosta Sales and Marketing August 2012 - March 2013
Acosta Sales and Marketing May 2007 - August 2012
Acosta Sales and Marketing May 2007 - August 2010
Johnson & Johnson December 2005 - May 2007
Owens Corning 2000 - 2005
Skills
Forecasting, Process Improvement, Financial Modeling, SAP, Analysis, Variance Analysis, Finance, Financial Analysis, Accounting, Access, Strategy
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
MBA, Finance
University of Toledo 1997 — 2000
Bachelor of Business Administration, Finance
Bank of America February 2014 - Present
Credit Agricole September 2011 - October 2013
Austrade February 2011 - May 2011
Koss Olinger Private Wealth Management Group July 2010 - December 2010
National Football League February 2010 - February 2010
Credit Agricole CIB June 2009 - August 2009
Credit Agricole CIB June 2008 - August 2008
Skills
Equities, FX Options, Series 7, Finance, Credit, Investments, Financial Modeling, Series 63, Foreign Exchange, FX Spot, Cross-functional Team..., FX Derivatives
Education
UNIVERSITY OF FLORIDA, Hough Graduate School of Business 2010 — 2011
Master of Arts International Business, Finance
University of Florida - Warrington College of Business Administration 2006 — 2010
Batchelor of Science in Economics, Economics
Foley & Lardner LLP August 2014 - Present
MetLife Real Estate Investors December 1998 - May 2014
Bank of America March 1998 - December 1998
Bank of America October 1993 - March 1998
Skills
Underwriting, Loans, Investment Properties, Construction, Foreclosures, CMBS, Brokerage, Disposition, Corporate Real Estate, Asset Managment, Real Estate Economics, Valuation, Portfolio Management, Lease Administration, Investments, Credit, Negotiation, Commercial Real Estate, Real Estate, Loan Servicing, Financial Risk, Banking, Asset Management, Credit Risk, Financial Analysis, Real Estate Transactions, Dispositions
Education
University of Florida - Warrington College of Business Administration 1979 — 1983
BS, Business Administration
University of Florida - Warrington College of Business Administration 1979 — 1983
BS, Management
Brandon Senior High School 1976 — 1979
Regal Nissan August 2012 - Present
Wallsreetramblings.com January 2010 - Present
TCM Trading and Investment Education January 2010 - July 2012
Merrill Lynch November 2010 - June 2011
Morgan Stanley August 2008 - November 2009
GV Capital Management November 2006 - April 2008
Bank of America December 2001 - August 2005
Prudential Securities July 1996 - December 2001
Merrill Lynch July 1993 - July 1996
Skills
Portfolio Strategy, Portfolio Management, Portfolio Optimization, Model Portfolios, Equity Trading, Proprietary Trading, Trading Strategies, Investments, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Market Research, Options, Options Strategies, Indexing, Trading Systems, Hedging, Hedge Funds, Consultative Selling, Value-based Selling, Cross Selling, Selling, Trading, Asset Allocation, Mutual Funds, Sales
Education
Nissan North America Certification 2014 — 2015
New Cars Sales Certified
Nissan North America Certification 2013 — 2014
New Cars Sales Certified
Nissan North America Certification 2012 — 2013
New Car Sales Certified
Metro Atlanta Auto Dealers Association 2012 — 2012
Professional Auto Skills
Advanced Investment & Trading Seminars 1993 — 2011
Investments
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Fairfield College Preparatory School 1981 — 1985
Highschool, Advanced Courses
Microsoft January 2015 - Present
GCOM Software INC May 2013 - December 2014
GCOM Software INC June 2012 - May 2013
Bank of America June 2011 - August 2011
Skills
Java, Java Web Services, SDLC, Regression Testing, Data Structures, Agile & Waterfall..., System Integration..., Algorithms, JavaScript, SQL, Scrum, Unit Testing, Web Services, RESTful WebServices, Spring, Hibernate, SOAP, APIs
Education
University of Florida - Warrington College Of Business 2010 — 2012
Master of Science (M.S.), Information Systems and Operation Management
University of Mumbai 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Syncsort January 2012 - Present
Bank of America March 2011 - September 2011
Bank of America June 2009 - March 2011
GuildQuality Inc June 2005 - May 2008
Yellow Book USA July 2003 - September 2005
Black and Decker September 2002 - July 2003
Skills
Enterprise Software, Business Intelligence, Big Data, Hadoop, Strategy, Selling, Cold Calling, Management, Analytics, SaaS, Program Management, Forecasting, Lead Generation, Consultative Selling, Solution Selling, Data Integration, Software Industry, Sales Management, Sales, Sales Process
Education
University of Georgia - Terry College of Business 2008 — 2009
MBA, Finance
University of Tennessee-Knoxville 1999 — 2002
BS in Business Administration, Marketing
Bishop McGuinness High School
Bank of America August 2015 - Present
Windstream Communications May 2012 - August 2015
Equifax January 2012 - May 2012
Cox Communications May 2011 - July 2011
US Trust/Bank of America Private Wealth Management November 2007 - June 2010
Bank of America August 2006 - October 2007
RBC Bank January 2006 - June 2006
Auto-Owners Insurance August 2004 - August 2005
Skills
Compliance, Investments, Risk, Financial Analysis, Financial Modeling, Financial Services, Business Strategy, Six Sigma, Green Belt, Business Process...
Education
University of Georgia - Terry College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
University of North Carolina at Charlotte 2014 — 2017
Master of Accountancy, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (B.A.), Communications
Northside Hospital June 2015 - Present
McKesson November 2014 - June 2015
McKesson August 2011 - November 2014
Whitaker-Taylor, Inc. February 2011 - August 2011
BMW of North America, LLC February 2011 - August 2011
Bank of America August 2007 - August 2011
ACS Group (American CyberSystems) January 2011 - February 2011
Coyote Logistics November 2009 - November 2009
T-Mobile August 2005 - May 2008
Skills
Visio, Project Management, Access, Software Documentation, Healthcare Information..., Process Improvement, SAP, Microsoft Office Suite, Microsoft Excel, Microsoft Acess, Microsoft Office, Microsoft SQL Server, Microsoft Visual Studio..., Java, HTML, J2EE Web Services, UML, Tableau, Banking, Finance, Sales Operations, Document Management, Document Imaging, Forecasting, Business Strategy, Business Development, Business Intelligence, Social Networking, Leadership, Business Analysis, Fundraising, Entrepreneurship, Teamwork
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration
Florida Executive Realty HOPE Foundation July 2015 - Present
Florida Executive Realty May 2005 - Present
Community Tampa Bay September 2012 - August 2015
Greater Tampa Chamber of Commerce August 2014 - May 2015
Coldwell Banker Residential Brokerage August 2003 - May 2005
Republic Bank, St. Petersburg, FL January 2001 - July 2003
Bank of America January 1999 - December 2000
Skills
First Time Home Buyers, Sellers, Buyer Representation, Relocation, Condos, REO, Single Family Homes, New Home Sales, Short Sales, Real Estate, Investment Properties, Foreclosures
Education
University of Florida - Warrington College Of Business 1997 — 1998
BSBA, Finance
University of Richmond 1995 — 1997
Finance and Leadership Studies
H.B. Plant High School 1992 — 1995
Weiss Serota Helfman Cole & Bierman, P.L. May 2012 - Present
University of Miami School of Law January 2006 - Present
Momentis Property Group October 2009 - April 2012
Angelo & Banta, P.A. October 2009 - April 2012
Hogan & Hartson September 2007 - October 2009
Greenberg Traurig, P.A. 1996 - 2007
Bank of America January 1990 - August 1993
Skills
Private Equity, Real Estate Development, Corporate Finance, Acquisitions, Loans, Commercial Litigation, Corporate Law, Real Estate, Joint Ventures, Due Diligence, Arbitration, Mergers, Contract Negotiation, Mediation, Real Estate Transactions, Legal Advice, Mergers & Acquisitions, Investment Properties, Condos, Investors, Finance, Commercial Real Estate
Education
University of Miami School of Law 1993 — 1996
J.D.
University of Florida - Warrington College of Business Administration 1982 — 1987
B.S., Finance
Ameriprise Financial Services, Inc. May 2011 - Present
Palladium Mortgage Corporation April 2008 - March 2010
Bank of America August 2007 - March 2008
Countrywide Home Loans March 2007 - August 2007
SunTrust Mortgage May 2003 - February 2007
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Risk Management & Insurance
Ewing Real Estate 2012 - Present
Blanchard Land Company January 2004 - Present
KB Home 2000 - 2004
Bank of America 1995 - 2000
Skills
Real Estate, Land Acquisition, Real Estate Development, Residential Homes, Entitlements, Investors, Investment Properties, Investments, Construction Management, Real Estate Transactions, New Home Sales, Property Management, Construction, Single Family Homes, Commercial Real Estate, Contract Negotiation, Negotiation, Strategic Planning, Sales, Marketing, Team Building, Leadership
Education
University of Florida - Warrington College of Business Administration 1998 — 1999
MBA
University of Florida - Warrington College of Business Administration 1989 — 1993
BSBA, Marketing
Green Peach Consulting January 2007 - Present
DLL Consulting, Inc. 2006 - Present
American Express October 2011 - April 2014
Bank of America July 2010 - July 2011
Really Good Stuff, Inc. January 2010 - January 2010
Starbucks May 2009 - May 2009
Verizon Business 2008 - 2008
Deloitte & Touche 2007 - 2007
Blue Shield of California 2006 - 2007
Skills
Shell Scripting, Leadership, Information Management, Change Management, SAS, Platform LSF, Data Warehousing, Business Intelligence, Databases, Risk Management, Banking, Predictive Analytics, Business Analysis, Teradata, ETL, Analytics, Data Modeling, SAS programming, Data Analysis, User Documentation, Business Analytics, Software Documentation, Document Management, Data Integration, SDLC, Data Warehouse..., Data Quality, SQL, Data Mining, Oracle, Data Management, Database Design, SAS Programming
Education
University of Georgia - Terry College of Business 1999 — 2004
Bachelor's Degree, Marketing
Southeast Mortgage of Georgia, Inc. November 2014 - Present
Supreme Lending February 2014 - November 2014
Bank of America March 2012 - February 2014
Fairway Independent Mortgage Corporation October 2009 - March 2012
SunTrust Mortgage April 2006 - September 2009
Opteum Financial Services January 2002 - April 2006
Chase Manhattan Mortgage October 1998 - January 2002
Skills
Loan Origination, USDA, Mortgage Lending, Refinance, Referrals, FHA, Sellers, Finance, Calyx Point, Residential Mortgages, Mortgage Banking, Loans, VA loans, Banking, FHA financing, Real Estate, Sales, Residential Homes, Reverse Mortgages, Government Loans, Credit
Education
University of Georgia - Terry College of Business 1990 — 1995
BBA, Finance
Crescent Communities, LLC July 2013 - Present
Crescent Communities, LLC July 2011 - July 2013
Bank of America October 2010 - June 2011
Bank of America October 2009 - October 2010
Edgeview Partners (acquired by Piper Jaffray) June 2008 - October 2009
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Due Diligence, LBO, Corporate Finance, Investments, Portfolio Management, Start-ups, Venture Capital, Investor Relations, Restructuring, Corporate Development, Real Estate Economics, Mergers & Acquisitions, Asset Management, Finance, Real Estate, Acquisitions, Commercial Real Estate
Education
University of Georgia - Terry College of Business
BBA in Finance and Minor in Spanish
Capital Dynamics October 2011 - Present
Wells Fargo Securities November 2009 - October 2011
Bank of America June 2009 - November 2009
DLA Piper May 2007 - July 2007
British Parliament May 2007 - July 2007
Skills
Industry Analysis, Bloomberg, Financial Modeling, Valuation, Asset Allocation, Capital Markets, Competitive Analysis, Corporate Finance, Damage Control, Finance, Due Diligence, Financial Analysis, Private Equity, Investments, Sharks
Education
University of Florida - Warrington College Of Business 2005 — 2009
Finance
PNC March 2012 - Present
RBC Bank April 2009 - March 2012
M&I Bank September 2007 - January 2009
KeyBank Real Estate Capital May 2006 - September 2007
IronStone Bank August 2004 - May 2006
Bank of America June 2000 - August 2004
Donald A. Pickworth, P.A. April 1996 - June 2000
Northern Trust January 1995 - April 1996
Shawmut Bank January 1989 - June 1994
US Army July 1984 - June 1988
Skills
Loans, Underwriting, Credit Analysis, Credit, Banking, Real Estate, Team Management, Financial Risk, Risk Management, Leadership, Mergers & Acquisitions, Commercial Banking, Business Planning, Business Development, Finance, Mortgage Lending, Asset Management, Management, Loan Origination, Analysis, Negotiation, Sales, CRM, Commercial Real Estate, Commercial Lending
Education
Bank of America 2000 — 2002
Formal Credit Training Program
University of Florida - Warrington College of Business Administration 1999 — 2000
BSBA, Finance
Defense Language Institute 1984 — 1986
Czech Language and Literature
Sonic Automotive April 2012 - Present
Bank of America January 2008 - April 2012
York Claims Service, Inc September 2005 - October 2007
Federated Mutual Insurance January 2004 - August 2005
Skills
Insurance, Management, Financial Analysis, Finance, Customer Service, Accounting, Microsoft Office, Marketing, Claim, Personal Injury
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA; Masters, Business Administration
University of Georgia - Terry College of Business 2001 — 2003
Bachelor of Business Administration, Risk Management and Insurance
Chase May 2011 - Present
Bank of America November 2008 - May 2011
Bank of America August 2006 - November 2008
Bank of America July 2005 - August 2006
Bank of America June 2004 - July 2005
Skills
Finance, Loans, Lines Of Credit, Credit, Commercial Lending, Portfolio Management, Cash Management, Commercial Banking, Treasury Management, Credit Analysis, SBA, Loan Origination, Underwriting, Management
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelors, Finance
Mandalay Communities Inc (dba Mandalay Homes) January 2015 - Present
Fidelity Bank July 2014 - January 2015
Sabal Financial Group LP June 2013 - July 2014
PNC September 2009 - May 2013
Wells Fargo October 2008 - August 2009
Countrywide Bank August 2007 - September 2008
Bank of America January 1999 - August 2007
Bank of Arizona December 1992 - January 1999
Barnett Bank of Jacksonville April 1990 - August 1992
Skills
Due Diligence, Loan Origination, Retail, Underwriting, Loans, Cash Flow, Real Estate Economics, Real Estate, Asset Managment, Commercial Lending, Real Estate Development, Financial Analysis
Education
University of Florida - Warrington College Of Business 1985 — 1988
BSBA, Finance
Bank of America June 2004 - Present
Wachovia April 2001 - June 2004
Hydrogen Media August 2000 - January 2001
Ernst & Young June 1999 - May 2000
Skills
Banking, Analytics, Risk Management, Business Intelligence, Portfolio Management, Vendor Management, Data Analysis, SDLC, Financial Services, CRM, Financial Analysis, Credit Cards, Strategy, Financial Modeling, Credit Risk, Business Development, Relationship Management, Management
Education
University of Florida - Warrington College of Business Administration 1997 — 2000
M.B.A.
West Virginia University 1987 — 1991
B.A., Economics
Bank of America July 2012 - Present
Bank of America October 2008 - July 2012
Tempur-Pedic 2007 - 2008
The Carlyle Group March 2004 - May 2007
UBS September 2002 - March 2004
Education
University of Kentucky 2007 — 2008
MBA, New Product Development, Supply Chain Management, Mergers & Acquisitions
University of Georgia - Terry College of Business 1998 — 2002
BBA, International Business/Finance, Spanish Minor
Automotive Assurance Group December 2011 - Present
Unlimited Leadership September 2010 - December 2011
Bank of America June 2010 - May 2011
Skills
Photography, Microsoft Excel, Event Planning, Time Management, PowerPoint, Photoshop, Customer Service, Budgets, Facebook, Social Networking, Social Media, Leadership, Public Speaking
Education
University of Georgia - Terry College of Business 2007 — 2010
Bachelor, Real Estate
Young Harris College 2005 — 2007
Associate, Liberal Arts
Griggs Commercial Enterprises, Inc. Storm Guard Charlotte East March 2015 - Present
Capital One November 2012 - August 2014
Capital One September 2011 - November 2012
Bank of America September 2008 - August 2011
Bank of America 2007 - 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Air Products June 1996 - July 2001
Skills
Strategy, Banking, Management, Business Development, Strategic Planning, Customer Experience, Payments, Executive Presentations, Revenue Growth..., Reducing Operating Costs, Market Analysis, Net Promoter Score, Financial Modeling, Mobile Payments, Credit Cards, Analysis, Retail Banking, Mergers & Acquisitions, Strategic Problem..., Retail Bank Operations, Payment Industry, Presentation Development, Call Center, Treasury Services, Customer Service..., IVR, Strategic Leadership, Thought Leadership, Leadership Development, Strategic Thinking, Cross-functional Team..., Analytics, Business Analysis, Project Management, Forecasting, Training, Leadership, Strategic Insights, Problem Solving
Education
University of Georgia - Terry College of Business 2001 — 2003
MBA, Operations, Marketing, Entrepreneurship
Virginia Polytechnic Institute and State University 1992 — 1996
B.S., Chemical Engineering
Kingdom Heirs Properties, Inc October 2006 - Present
Bank of America June 2003 - Present
Skills
Team Management, Business Process..., Six Sigma, Green Belt, Business Process, Call Centers, Analysis, Banking, Business Process..., Project Management, Cross-functional Team..., PMO, Vendor Management, Continuous Improvement, Change Management, Leadership, Risk Management, Business Analysis, Process Improvement, Project Portfolio..., IT Strategy, SDLC
Education
Liberty University 2006 — 2010
MAR, Leadership
University of Georgia - Terry College of Business 2002 — 2004
MBA, Finance & Real Estate
Georgia-Pacific LLC May 2006 - January 2012
Georgia-Pacific LLC February 2001 - May 2006
Bank of America 1998 - 2000
Bank of America 1995 - 1998
Skills
Corporate Communications, Media Relations, Strategic Communications, Reputation Management, Crisis Communications, Non-profit Leadership, Corporate Philanthropy, Community Relations, Marketing Communications, Community Development, Marketing, Strategy, Internal Communications, Public Relations, Philanthropy, Fundraising, Nonprofits, Budgets, Public Affairs
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Westwood High School 1981 — 1985
HS Diploma
Venetian Hills Elementary
Merrill Lynch August 2011 - Present
Heart of Florida United Way July 2011 - Present
Bank of America October 2010 - Present
Bank of America February 2008 - July 2011
Club Monaco, Ralph Lauren May 2007 - September 2008
Club Monaco June 2006 - May 2007
Abercrombie & Fitch June 2003 - June 2006
University of Florida January 2001 - January 2004
Skills
Series 7, Series 66
Education
University of Florida
MS, Developmental Psychology
University of Florida - Warrington College Of Business
MBA, Business
University of North Florida
Bachelor of Arts, Psychology
Bed & Butter May 2014 - Present
Rock Paper Scissors August 2011 - Present
Bank of America May 2008 - July 2012
Farkas Original Eye Black 2004 - 2011
Target Corporation April 2006 - April 2007
SYSCO July 2003 - August 2005
Skills
Hiring, Sales Management, Strategic Planning, Retail, Leadership Development, Recruiting, Public Speaking, Management, Marketing, Customer Service, Sales, Project Management, Cross-functional Team..., Operations Management, Business Development, Contract Negotiation, Negotiation, Analysis, Budgets, Strategy, Marketing Strategy, Coaching, Team Building
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA, Marketing, Management, Entrepreneurship
University of Notre Dame 1999 — 2003
BA, American Studies
Ernst & Young September 2008 - Present
Bank of America January 2004 - January 2008
Education
University of Georgia - Terry College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance, Real Estate
Amec Foster Wheeler August 2015 - Present
Bank of America March 2013 - July 2015
ARCADIS January 2011 - March 2013
Bank of America March 2010 - December 2010
URS Corporation March 2006 - February 2010
Net Impact 2008 - 2009
URS Corporation 2003 - 2006
URS Corporation/The Clean Air Campaign 2000 - 2003
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - August 2013
BAE Systems August 2011 - June 2012
Merck January 2011 - August 2011
Bank of America June 2008 - December 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance and Real Estate
University of Georgia - Terry College of Business 2004 — 2008
BA, Finance, 3.8
Bank of America November 2009 - Present
JLL April 2009 - November 2009
Ecova August 2005 - April 2009
Skills
Energy, Analysis, Microsoft Office, Leadership, Management, SharePoint, Budgets, Customer Service, Program Management, Training
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration, Business Administration and Management, General
The Oxley Group February 2013 - Present
Berkshire Hathaway Home Services December 2007 - Present
Grimsley Enterprises, Inc. March 2003 - Present
SunTrust Robinson Humphrey May 1999 - March 2003
Bank of America August 1996 - May 1998
Skills
Real Estate, Investment Properties, Leadership Development, Strategy, Negotiation, Selling, Account Management, Real Estate Transactions, Marketing, Sales, Sellers, Team Building, Empowerment, Contract Negotiation, Employee Training, Management, Employee Engagement, Leadership, Marketing Strategy, Business Development, New Business Development, Small Business, Commercial Real Estate, Property Management, Sales Management, Strategic Planning, Market Analysis, Training, Investments, Investors, Disposition, Brokerage, Foreclosures, Leases, Real Estate Development, Tenant, Short Sales, Real Estate Economics
Education
University of Georgia - Terry College of Business 1998 — 1999
MBA, Corporate Finance, Consulting, Investments, International Business
University of Georgia - Terry College of Business 1992 — 1996
BBA, Marketing
Medical Doctor Associates January 2008 - Present
SouthStar Funding LLC October 2004 - April 2007
ORIX Financial Services 2002 - 2004
Bank of America 1995 - 2002
The Associates 1994 - 1995
First Family Financial Services 1986 - 1994
Macy's 1982 - 1985
Ernst & Whinney 1980 - 1982
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Auditing, Managerial Finance, Accounts Payable, Budgets, Finance, General Ledger, Banking, Sarbanes-Oxley, Fixed Assets, Loans, Analysis, Financial Statements, SEC filings, Sarbanes-Oxley Act, Cash Management, Banking Relationships, CPA, Financial Modeling, Accounts Receivable, Financial Accounting, Sales Tax, Due Diligence, Process Improvement, Tax, Account Reconciliation, Mergers & Acquisitions, Corporate Finance, QuickBooks, Executive Management, Payroll, Treasury, Revenue Recognition, Financial Services, Treasury Management, Cash Flow Forecasting, Risk Management, Access, Business Process...
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Accounting
Girls Preparatory School 1970 — 1976
Atlanta Fine Homes Sotheby's International Realty 2014 - Present
Deloitte 2010 - 2014
Wells Fargo 2006 - 2010
Bank of America 2001 - 2006
Skills
Due Diligence, Credit, Portfolio Management, Loans, Credit Risk, Finance, Valuation, Financial Risk, Strategy, Risk Management, Analysis, Auditing, Underwriting, Financial Structuring, Financial Modeling, Cash Flow, Corporate Real Estate, Real Estate Transactions, Management, Real Estate
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Real Estate
Navigant January 2015 - Present
Lollapalooza Bottle Service 2015 - 2015
Infor August 2011 - December 2014
DeVry Inc. January 2010 - August 2011
Bank of America July 2008 - December 2009
Skills
Financial Analysis, Salesforce.com
Education
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Bank of America May 2015 - Present
Ernst & Young October 2011 - April 2015
Credit Suisse June 2010 - August 2010
Skills
Corporate Finance, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Risk, Microsoft Office, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2011
Finance
Association for Financial Professionals of Atlanta January 2015 - Present
Metropolitan Atlanta Rapid Transit Authority April 2012 - Present
Metropolitan Atlanta Rapid Transit Authority February 2009 - March 2012
Metropolitan Atlanta Rapid Transit Authority November 2002 - January 2009
Metropolitan Atlanta Rapid Transit Authority November 1997 - October 2002
Fortis January 1996 - January 1997
Atlanta Centennial Olympic Games July 1996 - August 1996
Bank of America August 1995 - January 1996
Metropolitan Atlanta Rapid Transit Authority February 1995 - August 1995
Digital Connectivity Inc. March 1993 - October 1994
Skills
Treasury Management, Investments, Financial Analysis, Budgeting, Cash Management, Capital Markets, Debt Management, Process Improvement, Excel, Portfolio Management, Banking, Forecasting, Access, PowerPoint, Cash Flow Forecasting, Financial Management, Credit Analysis, Business Planning, Derivatives, Team Building, Non-profits, Business Analysis, Business Strategy, Coaching, Compliance, Credit, Process Engineering, Problem Solving, Financial Reporting, Budgets, Microsoft Excel, Managerial Finance, Management, Accounting, Program Management, Project Planning, Mergers & Acquisitions, Risk Management, Strategic Financial..., Training, Financial Modeling, Treasury, Auditing, Technical Leadership, Financial Planning
Education
University of Georgia - Terry College of Business 1985 — 1986
MBA, Finance/Sales Management
West Virginia University 1981 — 1985
B.S. B. Ad., Corporate Finance
Beecher Carlson July 2014 - Present
Terry College of Business August 2012 - May 2014
Bank of America June 2013 - August 2013
Arthur J. Gallagher and Co. May 2010 - July 2012
Arthur J. Gallagher and Co. January 2008 - May 2010
Arthur J. Gallagher and Co. June 2007 - August 2007
Arthur J. Gallagher and Co. June 2006 - August 2006
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA), Risk Management/Finance
University of Mississippi - School of Business Administration 2004 — 2007
B.B.A., Insurance and Risk Management
Father Ryan High School 2000 — 2004
Capital City Banc Investments October 2005 - Present
Capital City Bank Group, Inc. 2005 - 2015
LVL Financial Corporation August 2001 - August 2005
Bank of America January 1991 - March 1998
Trust Company Bank/SunTrust Bank December 1983 - August 1990
Skills
Banking, Investments, Insurance, Retirement Planning, Portfolio Management, Estate Planning, Series 7, Wealth Management, Investment Management, Finance, Strategic Financial..., Long-term Care, Asset Management, Corporate Finance, Investment Banking
Education
Certified Financial Planner / Board of Standards, Inc. 2005 — 2008
CFP, Financial Planning and Services
FINRA 2005 — 2005
Series 7 and 66, FL, GA, VA, NC
University of Georgia - Terry College of Business 1980 — 1983
BBA-Finance, Finance
Life insurance appointed in FL and GA
Bank of America July 2012 - Present
Bank of America June 2011 - June 2012
Bank of America February 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America July 2006 - August 2008
Bank of America June 2004 - June 2006
Skills
Corporate Communications, Communications Planning, Writing, Communication Strategy, Financial Services, Building Relationships, Risk Management, Business Planning, Copy Editing, Project Management, Coaching, Training & Development, Performance Management, Process Improvement, Employee Training, Business Transformation, Change Adoption, Process Mapping, Cross-functional..., Data Analysis, Strategic Communications, SharePoint, Business Process Mapping, Relationship Management, Retail Banking, Leadership, Banking, Strategic Planning, Management
Education
University of Florida - Warrington College of Business Administration 2002 — 2008
B.A., Business Administration, Mass Communication
Bank of America January 1990 - Present
Bank of America 1990 - 1997
Skills
Equipment Finance, Client Acquisition, Commercial Lending, Commercial Banking, Finance, Customer Acquisition, Corporate Finance, Wealth Management, Valuation, Credit Analysis, Financial Analysis, Management, Credit, SBA, Investments, Loans, Credit Risk, Financial Risk, Executive Management, Small Business Lending, Private Equity, Risk Management, Portfolio Management, Mortgage Lending, Financial Advisory, CRM, Financial Services, New Business Development, Syndications, Business Development, Relationship Management, Treasury Management, Cash Management, Asset Based Lending, Loan Origination, Banking, Capital Markets, Due Diligence, Middle Market, Series 7, Underwriting, Mergers & Acquisitions, Strategic Financial..., Payments, Residential Mortgages, Investment Banking, Commercial Mortgages, Consumer Lending, Lines Of Credit, Credit Cards
Education
University of Florida - Warrington College Of Business 1985 — 1989
Cisco Systems 2011 - October 2014
Cisco 2009 - 2011
Cisco 2001 - 2009
Ernst & Young 2000 - 2001
Delta Air Lines 1995 - 2000
Bank of America 1994 - 1995
PwC 1992 - 1994
Federal Home Loan Bank of Atlanta 1991 - 1992
CSX Technology 1986 - 1991
Skills
Program Management, Cross-functional Team..., Data Center, Cloud Computing, Vendor Management, Integration, IT Strategy, Product Management, Managed Services, Business Intelligence, Change Management, Telecommunications, Management, Strategy, ITIL, Business Analysis, Project Management, Business Process..., Process Improvement, Go-to-market Strategy
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Business
University of South Carolina-Columbia 1982 — 1986
Bachelor of Science, Management/Management Science
Datum Software Inc. January 2015 - Present
HUNTER Technical Resources, LLC May 2014 - December 2014
Global Aviation Holdings October 2006 - March 2014
Self-Employed July 2003 - October 2006
Fast Access America October 2000 - July 2003
Bank of America August 1984 - June 2000
Skills
MS Project, Microsoft Office, SQL, HTML, People Management, Requirements Analysis, Testing, SDLC, Business Analysis, Requirements Gathering, Visio, Process Improvement, Software Project..., Change Management, Business Process, Documentation, Project Planning, Quality Assurance, Compliance, Integration, Access, Budgeting, Process Engineering, Business Process..., Business Requirements, Analysis, Systems Analysis, Project Delivery, Data Analysis, Resource Management, Software Development, Application Development, Vendor Management, Oracle, Microsoft Dynamics GP, Budgets, Software Documentation, Windows Server, Aviation
Education
University of Georgia - Terry College of Business 1970 — 1974
BBA, Management Systems
R.E.Lee High School 1967 — 1970
Bank of America 2011 - Present
CB Richard Ellis 2009 - 2011
CB Richard Ellis November 2008 - May 2009
Unum May 2008 - August 2008
BearingPoint 2005 - 2007
Wachovia Securities 2004 - 2005
Skills
Microsoft Excel, Employee Benefits, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Portfolio Management, Process Improvement, Mergers, Asset Managment, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science in Business Administration
Bank of America December 2004 - Present
Education
University of Florida - Warrington College of Business Administration 1995 — 1999
Central Bank March 2012 - Present
Bank of America June 1998 - February 2012
Bank of America June 1995 - June 1998
Bank of America January 1995 - June 1995
Bank of America January 1992 - December 1994
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Credit, Credit Analysis, Credit Rating, Strategic Financial..., Loans, Small Business Lending, Underwriting, Financial Analysis, Mortgage Lending, Portfolio Management, Customer Service, Real Estate Development, Risk Management, Management, Retirement Planning, SBA, USDA, Estate Planning, Finance, Real Estate
Education
University of Florida - Warrington College of Business Administration 1986 — 1990
BA-Finance, Accounting, Finance, Management
Smoky Hill High School 1984 — 1986
Bank of America January 2006 - Present
MBNA America 2004 - 2006
Education
University of Florida - Warrington College of Business Administration 1994 — 1998
ADP March 2014 - Present
Bank of America April 2010 - September 2012
Bank of America April 2009 - March 2010
Bank of America September 2006 - March 2009
Abercrombie & Fitch July 2004 - September 2006
Skills
Banking, Accounting, Sales, Credit, Training, Management, Leadership, Finance, Customer Service, Business Analysis, Budgets
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics
TMNA Services, LLC. August 2014 - Present
Bank of America September 2011 - January 2014
PwC November 2010 - October 2011
Diamond Management and Technology Consultants August 2007 - December 2010
Accenture February 2004 - August 2007
Bank of America January 2002 - February 2004
Bank of America February 2003 - January 2004
Bank of America January 2002 - January 2003
Education
University of Florida - Warrington College Of Business 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America January 2006 - Present
Education
Young Harris College 2000 — 2002
University of Georgia - Terry College of Business 1992 — 1994
SunTrust February 2013 - Present
SunTrust December 2011 - February 2013
SunTrust Bank June 2008 - December 2011
SunTrust April 2005 - June 2008
Bank of America July 2002 - November 2004
Bank of America October 1997 - July 2002
Skills
Commercial Lending, Risk Management, PMO, Mortgage, Banking, Consumer Lending, Vendor Management, Process Improvement, Credit, Program Management, SDLC, Change Management, Credit Analysis, Financial Risk, Payments, Management, Credit Risk, Commercial Banking, Loans, Operational Risk..., Financial Services, Retail Banking, Credit Cards
Education
University of Florida - Warrington College Of Business 1989 — 1992
Bachelor of Science (B.S.), Economics
Bank of America May 1994 - Present
Skills
Release Management, Business Analysis, Change Management
Education
University of Georgia - Terry College of Business 1986 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Perficient (formerly ForwardThink Group) August 2011 - Present
Bank of America November 2008 - July 2011
AIG Investments March 2008 - November 2008
BusinessEdge Solutions - an EMC consulting practice August 2006 - February 2008
State Street Corporation - Investment Management Services Division October 2002 - April 2006
J. & W. Seligman & Co. June 2000 - October 2002
Education
University of Florida - Warrington College of Business Administration
Finance
JPMorgan Chase & Co. March 2015 - Present
Bank of America February 2012 - March 2012
Business For Self February 2007 - February 2012
Photomax 2007 - 2008
MFC Mortgage February 2003 - February 2005
Countrywide Home Loans July 2001 - February 2003
Skills
Refinance, Mortgage Lending, Mortgage Banking, Loans, Title Insurance, Closings, FHA, Investment Properties, Underwriting, Loan Origination, VA loans, Banking, Credit, Credit Analysis, Customer Service, Sales, Management, VA Loans
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
BA/BA, Business Administration
Anheuser-Busch InBev August 2014 - Present
Anheuser-Busch August 2012 - August 2014
Bank of America January 2004 - July 2012
MGIC January 1997 - December 2003
Red & Black Newspaper January 2001 - May 2003
Education
University of Georgia - Terry College of Business 1999 — 2003
BA, Finance, New Media
Bank of America April 2012 - Present
Bank of America July 2010 - April 2012
Bank of America August 2008 - July 2010
Bank of America August 2007 - August 2008
Bank of America June 2006 - August 2007
Bank of America May 2004 - August 2005
Skills
Treasury Management, Treasury Services, Financial Services, Commercial Banking, Cash Management, Banking
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Science, Finance
Bank of America April 2011 - Present
Merkle July 2008 - April 2011
Harte-Hanks, Inc. February 2005 - July 2008
Skills
Database Marketing, Analytics, Segmentation, SAS, Predictive Modeling, Data Mining, Predictive Analytics, Direct Marketing, Customer Acquisition, Data Analysis, Customer Analysis, CRM, Business Intelligence, SQL, Risk Analytics
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science in Business Administration, Decision and Information Sciences
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science in Business Administration, Decision and Information Sciences
Ingersoll Rand August 2013 - Present
Ingersoll Rand January 2012 - August 2013
Duke Energy June 2009 - December 2011
Bank of America June 2008 - August 2008
PricewaterhouseCoopers August 2005 - May 2007
Skills
Accounting, Finance, Auditing, Internal Audit, Process Improvement, Financial Services, Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Business Process...
Education
University of Georgia - Terry College of Business 2007 — 2009
University of Richmond - Robins School of Business 2001 — 2005
BS, Accounting
Office of the Comptroller of the Currency June 2009 - Present
Ernst & Young August 2007 - October 2008
University of Georgia 2005 - 2007
Bank of America August 2003 - July 2005
Bank of America May 2000 - July 2003
Skills
Credit Risk, Banking, Financial Analysis, Commercial Banking, Credit Analysis, Credit, Financial Modeling, Analysis, Asset Based Lending, Microsoft Office, Risk Management, Research, Auditing, Finance, Loans, Portfolio Management
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Real Estate, Finance
University of Kentucky 1996 — 2000
BA, Finance
Availity January 2004 - Present
BCBSF 2000 - 2003
Bank of America 1988 - 1999
Skills
User Experience, User Experience Design, User Research, Healthcare Information..., Organizational..., HIPAA, Vendor Management, User Interface Design, SDLC, Process Improvement, Business Analysis, Health Information..., EHR, Agile & Waterfall...
Education
University of Florida - Warrington College Of Business
Bachelor of Business Administration (BBA)
First Advantage April 2013 - Present
SunTrust Robinson Humphrey, Inc. June 2008 - April 2013
Banc of America Securities June 2007 - May 2008
Bank of America February 2005 - July 2007
Bank of America September 2000 - February 2005
Start Up Wireless Telecom Company (private LLC) June 1996 - June 1999
Skills
Financial Modeling, Capital Markets, Strategy, Corporate Finance, Due Diligence, Credit, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Banking, Finance, Financial Structuring, Series 7, Series 63, Financial Analysis, Strategic Planning, Loans, Restructuring, Loan Origination, Underwriting, Commercial Banking, Financial Services, Derivatives, Treasury Management, Financial Risk, Equities, Valuation, Executive Management, Syndications, Credit Risk, Risk Management, Cash Management, Corporate Development, Bloomberg, Structured Finance, Structuring, Mergers, Debt, Origination, Business Strategy, Microsoft Office, Leadership, Management, Mentoring
Education
University of Georgia - Terry College of Business 1999 — 2000
MBA, Corporate Finance and MIS
University of Georgia - Terry College of Business 1992 — 1996
BBA, Finance
Epps Aviation March 2005 - Present
AmericasMart August 2003 - February 2005
Bank of America January 1989 - June 1994
Skills
Avionics, Commercial Aviation, Aerospace, Aviation, Airworthiness, Airlines, Aircraft Maintenance, Aircraft, Marketing, Flights, Operations Management, Airports, Customer Service, Helicopters, Civil Aviation, Charter, CFI
Education
University of Georgia - Terry College of Business 1982 — 1986
BBA, Finance
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 2014 - January 2015
Raymond James Financial Inc. November 2010 - January 2014
American Momentum Bank February 2007 - November 2010
Bank of America January 2005 - February 2007
Merrill Lynch November 2002 - April 2004
Skills
Account Reconciliation, Banking, Commercial Lending, Consumer Lending, Credit Analysis, Employee Benefits, Finance, Financial Analysis, Financial Markets, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Sales Management, Small Business Lending
Education
University of South Florida - College of Business Administration 2009 — 2010
MBA, Finance, Management
University of Georgia - Terry College of Business 2002 — 2004
BS, Finance
Bank of America November 2014 - Present
Iberia Bank August 2013 - November 2014
Bank of America January 2001 - May 2013
SunTrust Bank 1996 - 2001
Skills
Commercial Lending, Underwriting, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Credit, Real Estate, Finance, Banking, Small Business Lending, Leadership, Loan Origination, Commercial Real Estate, Business Development, Management, Sales, Consumer Lending, Commercial Mortgages, Executive Management, Mortgage Banking, Treasury Management, Lines Of Credit, Investments, Asset Based Lending, Real Estate Economics, Credit Risk, Financial Structuring, Refinance, Structured Finance
Education
Stonier Graduate School of Banking at University of Pennsylvania 2012 — 2013
SunTrust University 1996 — 1996
Formal Credit Training
University of North Florida - College of Business Administration 1993 — 1995
MBA
University of Florida - Warrington College Of Business 1986 — 1990
BSBA, Finance
Bank of America April 2008 - Present
Bank of America May 2006 - March 2008
The Disc Exchange 2001 - 2004
Skills
Process Improvement, Six Sigma, Financial Analysis, Change Management, Program Management, Business Analysis, Operations Management, Banking, Capital Budgeting, Business Process..., Cross-functional Team..., Project Management, Management, Agile Project Management, Requirements Analysis, Strategic Planning
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA
University of Tennessee-Knoxville
Bachelor of Music, Studio Music and Jazz, Music Performance, General
Randstad May 2014 - Present
Randstad September 2012 - May 2014
E*TRADE Financial April 2009 - September 2012
Bank of America November 2008 - April 2009
Sperry Van Ness January 2008 - November 2008
E*TRADE Financial January 2006 - January 2008
JPMorgan Chase August 2000 - January 2006
Skills
Financial Analysis, Strategic Planning, Forecasting, Budgets, Analysis, Business Planning, Financial Modeling, Process Improvement, Strategic Financial..., Series 7, Finance, Financial Reporting, Corporate Finance
Education
University of Miami - School of Business 2004 — 2006
MBA
University of Florida - Warrington College Of Business 1996 — 2000
BS, Management
Oppenheimer Multifamily Housing and Healthcare Finance June 2014 - Present
AGPM, LLC December 2011 - May 2014
SunTrust Bank February 2008 - November 2011
REIAC 2005 - 2011
KeyBank Real Estate Capital 2005 - 2008
CWCapital 1999 - 2004
JP Morgan Mortgage Capital May 1996 - October 1998
Bank of America 1988 - 1994
Citibank, N.A. 1984 - 1987
Citibank, N. A. 1981 - 1984
Skills
Asset Management, Asset Managment, Loans, Real Estate, Investments, Credit, Investment Properties, Commercial Real Estate, Commercial Mortgages, Management, Equities, Disposition, Real Estate Economics, CMBS, Due Diligence, Leases, Valuation, Real Estate Development, Brokerage, Real Estate Financing, Construction, Portfolio Management
Education
University of Miami - School of Business 1983 — 1986
MBA, Finance
University of Florida - Warrington College of Business Administration 1972 — 1976
BSBA, Finance
Bank of America October 2013 - Present
Bank of America Home Loans November 2009 - Present
ISP August 2007 - Present
Bank of America 2008 - 2009
HomeBanc Mortgage 2002 - 2007
Tampa Bay Buccaneers 1999 - 2000
Baltimore Ravens 1996 - 1998
Cleveland Browns 1995 - 1996
Education
University of Georgia - Terry College of Business 1991 — 1994
Business
Intrepid Capital Funds September 2000 - Present
Bank of America October 1996 - August 2000
Education
University of Florida - Warrington College of Business Administration 1994 — 1996
MA
University of Notre Dame 1990 — 1994
BBA
Bishop Kenny High School
Google May 2010 - Present
Bank of Ameirca June 2009 - May 2010
Bank of America June 2008 - June 2009
Skills
Web Analytics, SEM, Product Marketing, Web Marketing, Sales, Investments, Display Advertising, Financial Services, Mobile Devices, Finance, Strategy, Marketing, Competitive Analysis
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BS, Finance
Bank of America June 2007 - Present
Bank of America 2007 - 2012
Bank of America 2006 - 2009
Skills
Commercial Banking, Banking, Portfolio Management, Treasury Management
Education
University of Georgia - Terry College of Business 2004 — 2007
Banking and Finance, Banking
fellowship high school
Streamline Health July 2015 - Present
Streamline Health November 2013 - Present
Fiserv March 1996 - October 2013
BP Amoco March 1995 - March 1996
Bank of America October 1991 - March 1995
Skills
Certified Scrummaster, Scrum, Agile Methodologies, Software Development, Software Project..., Team Management, Offshore Management, .NET, Microsoft SQL Server, SaaS, Software Solution..., Requirements Analysis, SDLC, C#, Software Design, SQL, Database Design, T-SQL, Visual Studio, Software Engineering, TFS, Agile Project Management
Education
University of Georgia - Terry College of Business 2002 — 2006
BA, General Business
Program for Technical Managers - Georgia Tech May 2000 2000 — 2000
Program Certificate, Business Administration and Management, General
Bank of America February 2015 - Present
Bank of America October 2013 - Present
Skills
Credit, Underwriting, Commercial Lending, Banking, Management, Financial Analysis, Analysis, Risk Management
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA
Bank of America 2009 - Present
K&L Gates 2006 - 2009
K&L Gates 2006 - 2009
Skills
Vendor Management, Due Diligence, Strategic Planning, Risk Management, Business Strategy, Negotiation, Contract Negotiation, Project Management, Business Process..., Auditing, Project Planning, Process Improvement, Relationship Management, Disaster Recovery, Business Continuity, Information Security..., Information Security, Governance, Program Management
Education
Vanderbilt University Law School 2003 — 2006
JD, Law
University of Georgia - Terry College of Business 1999 — 2003
BBA, Marketing
Bank of America February 2007 - Present
Cusmano & Assoc Real Estate Appraisal 1990 - 2007
Education
University of Florida - Warrington College Of Business 1978 — 1982
BS, Real Estate
Roark Capital Group July 2009 - Present
Houlihan Lokey June 2008 - August 2008
Bank of America June 2007 - July 2007
Skills
Private Equity, Finance, Treasury Management, Investments, Portfolio Management, Financial Services, Due Diligence, Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Bloomberg, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance, Real Estate
Bank of America September 2014 - Present
Bank Of America 2012 - September 2014
Bank of America June 2011 - July 2012
Wake Forest University August 2009 - May 2011
First American Bank and Trust Company September 2007 - July 2009
Wachovia January 2007 - August 2007
Skills
Financial Analysis, Banking, Financial Modeling, Operations Management, Project Management, Financial Reporting, Marketing Strategy, Management, Finance, Strategy, Risk Management, Strategic Planning, Process Improvement, Analysis, Leadership, Business Analysis, Data Analysis, Forecasting, Cross-functional Team...
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
MBA, Finance & Operations
University of Georgia - Terry College of Business 2002 — 2006
BBA, Managment, Accounting, Finance
Bank of America November 2014 - Present
Bank of America July 2012 - November 2014
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Finance, Credit Card Analytics, Business Profitability, Retirement Planning, Financial Analysis, Financial Modeling, Banking, Corporate Finance, Risk Management, Valuation, Financial Reporting, Essbase, Credit Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Driving Profitability, Microsoft Excel, PowerPoint
Education
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Bank of America April 2013 - Present
Bank of America June 2011 - April 2013
Bank of America January 2009 - June 2011
Bank of America August 2007 - January 2009
Fifth Third Bank August 2005 - August 2007
Bank of America April 2002 - August 2005
Bank of America June 1998 - April 2002
Skills
Strategic Planning, Executive Management, Finance, Credit Risk, Leadership, Certified Green Belt, Financial Services, Retail Banking, Operational Risk, Project Management, MS Project, Microsoft Office, Learning Management, Process Consulting, Performance Consulting, Relationship Management, Small Business Lending, Vendor Management, Branch Banking, Operations Management, Risk Management, Six Sigma, Instructor-led Training, Training Delivery, Process Design, Deposits, Credit Cards, Merchant Services, Cross Selling, Process Improvement, Loan Origination, Loans, Management, Change Management, Call Centers, Strategic Financial..., Lines Of Credit, Coaching, Cash Management, Financial Risk, Business Process...
Education
University of Florida - Warrington College Of Business 1994 — 1998
BS, Finance and Insurance
Bank of America May 2006 - November 2011
Bank of America November 1999 - May 2006
Bank of America August 1998 - November 1999
Bank of America January 1983 - July 1988
Skills
Certified Public..., Project Management..., Certified Risk..., Six Sigma Black Belt, NC Licensed Realtor
Education
University of Georgia - Terry College of Business 1979 — 1982
Bachelor of Business Administration (BBA), Accounting
Bank of America February 2002 - Present
US Leasing October 1981 - June 2001
Skills
Account Management, Asset Based Lending, Capital Markets, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Credit, Equities, Financial Analysis, Loan Origination, Investments, Loans, Management, Marketing, New Business Development, Portfolio Management, Real Estate, Risk Management, Sales, Sales Management, Strategic Planning, Finance, Selling
Education
University of Florida - Warrington College of Business Administration 1977 — 1981
Finance
Merrill Lynch August 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge January 2014 - August 2014
Merrill Edge January 2011 - December 2013
Bank of America April 2010 - January 2011
Skills
Series 10, Series 9, Series 7, Series 66, Financial Services, Credit, Credit Analysis, Relationship Management, Loans, Finance, Banking, Financial Analysis, Financial Risk, Strategic Financial..., Valuation, Risk Management, Financial Modeling, Mortgage Banking, Loan Origination, Stocks, Retail Banking, Equities, Asset Allocation, Fixed Annuities, Investment Advisory, Commercial Banking, Securities, Retirement Planning, Bloomberg, Financial Markets, Capital Markets, Bonds, Asset Management, Bloomberg Terminal, Investment Strategies, Retirement, Insurance, Uniform Combined State..., Investment Banking, Corporate Finance, Private Banking, Derivatives, Mortgage Lending, Cash Management, 401k, Financial Advisory, Trading, Leadership, Customer Service, Management
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
Carter, Terry & Co. April 2005 - Present
Bank of America March 2003 - September 2004
SunTrust Bank 1998 - 1999
Education
University of Georgia - Terry College of Business 1999 — 2000
MBA, Finance
University of Georgia - Terry College of Business 1994 — 1998
Bachelor, Finance
Legendary Partners of Atlanta August 2010 - Present
The Coca-Cola Company 2011 - 2013
Legendary Events September 2001 - September 2010
J&J Transportation Services August 2006 - December 2009
Bank of America November 2004 - August 2006
LA Fitness 2003 - 2005
Skills
Budgets, Catering, Corporate Events, Customer Service, Data Entry, Event Management, Event Planning, Finance, Food, Hospitality, Logistics, Management, Marketing, Marketing Communications, Meeting Planning, Public Relations, Public Speaking, Sales, Sales Management, Social Media, Social Media Marketing, Trade Shows
Education
University of Georgia - Terry College of Business 1998 — 2009
General Business, Economics, Marketing, Legal Studies
University of GA
Bachelor, Business Administration; General Business
Bank of America March 2008 - Present
Bank of America September 2007 - March 2008
Bank of America January 2003 - September 2007
Education
University of Groningen 2001 — 2003
MScIFM, International Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance and Management
Bank of America April 2014 - Present
J.P. Morgan June 2011 - April 2014
J.P. Morgan August 2008 - June 2011
University of Florida January 2007 - May 2008
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Management, Financial Analysis, Microsoft Word
Education
University of Florida - Warrington College of Business Administration 2005 — 2008
Bachelor’s Degree, Accounting and Finance, 3.8
Ernst & Young September 2008 - Present
Bank of America January 2004 - August 2008
BANK OF AMERICA January 2004 - August 2008
Skills
Strategy, Project Management, Business Strategy, Strategic Planning, Consulting, Banking, Business Process..., Financial Modeling, Business Transformation, Change Management, Process Improvement, Performance Management, Competitive Analysis, Coaching, Team Building, Analysis, Leadership, Management, Six Sigma, Sales, Marketing
Education
University of Georgia - Terry College of Business 2008 — 2008
MBA, Management (Operations/Strategy)
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance and Real Estate
CJM Sports LLC June 2015 - Present
Athens First Bank & Trust October 2013 - June 2015
SunTrust Bank August 2006 - October 2013
Bank of America October 2003 - August 2006
Skills
Relationship Management, Business Development, Investments, Consumer Lending, Wealth Management, Mortgage Lending, Banking, Small Business Lending, Series 7, Series 65, Life Insurance, Financial Services, Loans, Portfolio Management, Small Business
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Finance
Marist School 1983 — 1989
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities 2011 - 2012
Intermediary Associates 2009 - 2011
Blanton & Moore, LLC 2006 - 2008
Bank of America 2003 - 2005
Skills
Trading, Fixed Income, Derivatives, Capital Markets, Risk Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Bank of America April 2013 - Present
Bank of America August 2009 - April 2013
Bank of America January 2007 - August 2009
Bank of America January 2005 - January 2007
Skills
Portfolio Management, Finance
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
BS, Finance
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
Bank of America July 2009 - December 2012
Bank of America April 2006 - June 2009
Bank of America September 2004 - March 2006
Genworth October 2003 - September 2004
Genworth August 2001 - October 2003
GE Capital August 1999 - August 2001
Education
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor of Science (BS), Finance and Marketing