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
Pacifc Coast Regional Small Business Development Corporation February 2013 - Present
Small Business Development Corporation Los Angeles network November 2010 - February 2013
Self Employed July 2010 - February 2013
Bank of America November 2005 - June 2010
Washington Mutual (JP Morgan Chase) February 1999 - October 2005
Union Bank May 1995 - January 1999
Bank of California July 1989 - April 1995
TMS Investment Corporation 1985 - 1989
Union Bank 1982 - 1984
Skills
Financial Analysis, Portfolio Management, Risk Assessment, Financial Coaching, Strategic Planning, Commercial Lending, Commercial Real Estate, Affordable Housing, Financial Statement..., Community Development, Small Business Lending, Risk Management, Management Consulting, Loan Origination, Team Leadership, Self-starter, Problem Solving, Strategic Thinking, Computer Proficiency, Credit, Real Estate Development, Analysis, Funding, Start-ups, Loans, Executive Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Services, Asset Management, Corporate Finance
Education
Community Lending
Federal Reserve, Community Development and Affordable Housing Finance
University of Southern California
B.A., Economics
Huntington National Bank December 2014 - Present
Capital One 2003 - December 2014
Virginia Fair Housing Board July 2010 - June 2014
Calusa Investments and other private companies 2000 - 2003
Office of the Comptroller of the Currency 1997 - 2000
Bank of America 1993 - 1997
Gibson Dunn & Crutcher 1989 - 1992
Skills
Credit Cards, Financial Services, Credit, Commercial Litigation, Financial Regulation, Consumer Lending, Mortgage Banking, Retail Banking, Compliance, Financial Institutions, Loan Servicing, Payments
Education
University of Southern California - Gould School of Law 1986 — 1989
J.D.
University of Southern California 1982 — 1986
B.A., magna cum laude
* * *
Fashion & Compassion September 2012 - Present
Overground Inc. December 1999 - December 2014
The Ignite Justice Conference June 2012 - December 2013
Seeds of Hope April 2011 - February 2013
Bank of America June 1994 - December 1999
KPMG September 1991 - June 1994
Skills
Fundraising, Leadership, Social Media, Marketing, Training, Accounting, Management, Strategic Planning, Non-profits, Public Speaking, Budgets, Nonprofits, Project Management, Social Media Marketing, Managerial Finance, Team Leadership, Leadership Development, Event Planning, Public Relations, Financial Reporting, Start-ups, Microsoft Excel, Business Development, Jewelry Design
Education
University of Southern California 1987 — 1991
BS, Accounting
Belmont High School 1983 — 1987
High School Diploma
Bank of America September 2011 - Present
Wachovia March 2004 - October 2008
United States Marine Corps July 1994 - July 2004
Skills
Banking, Business Analysis, Change Management, Credit, Customer Service, Financial Analysis, Leadership, Loan Origination, Loans, Management, Management Consulting, Mortgage Banking, Mortgage Lending, Portfolio Management, Process Improvement, Program Management, Requirements Analysis, Residential Mortgages, Retail Banking, Risk Management, SDLC
Education
University of Southern California 2015 — 2016
Masters in Business
Cal State University Channel Islands 2008 — 2010
Bachelor of Science (BS), Business
Bank of America August 2010 - Present
Specialty Merchandising Group March 2008 - April 2010
Wexford Funding Group May 2007 - January 2008
Skills
Financial Analysis, Banking, Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Managerial Finance, Insurance, Sales Management, Marketing, Negotiation, Short Sales, Underwriting, Real Estate, Team Building
Education
University of Southern California 2011 — 2014
Bachelor of Applied Science (BASc), Economics
MK Lending Group October 2014 - Present
OGI Mortgage Bankers January 2012 - August 2014
Bank of America June 2009 - November 2010
Countrywide Home Loans, America's Wholesale Lender June 1997 - April 2008
Skills
Mortgage, Mortgage Lending, Wholesale Lending, Residential Mortgages, Mortgage Servicing, Sales, Loan Servicing, Banking
Education
University of Southern California 1985 — 1990
BS, Real Estate Finance, Business
Bank of America January 2014 - Present
Skills
PL/SQL, Database Design, JSP, XML, HTML, Servlets, Java, High Availability, JDBC, Interviewing, Team Leadership, JAXP, Logical Data Modeling, Databases, Data Modeling, Oracle SQL, Relational Databases, SQL, RDBMS, Tomcat, Database Management, SDLC, Database Development, OOP, Java Certified..., Spanish, French, Application Development, Performance Tuning, Erwin, UML, Software Development, SQL Tuning, SQL*Plus, J2EE, AJAX, Database Administration, Hyperion Planning, Essbase, ofsa, Information Security, security administration, Java Enterprise Edition, Oracle, Database Admin, Security, Application Architecture, Design Patterns, Perl, Interviews
Education
University of Southern California 1988 — 1990
BA
1736 Family Crisis Center August 2011 - Present
USC Government May 2010 - Present
Kaiser Permanente August 2007 - Present
USC Bernard Harris Summer Science April 2010 - July 2011
St. John's Well Child & Family Center August 2010 - May 2011
Fox Sports August 2008 - April 2010
USC School of Dentistry July 2007 - May 2008
USC Community Computing Center August 2006 - June 2007
Bank of America November 2005 - June 2006
Skills
Group Therapy, Treatment, Public Relations, Mental Health Counseling, Adolescents, Behavioral Health, Research, Case Management, Case Managment, Psychotherapy, Media Relations
Education
USC 2010 — 2012
Master of Social Work (M.S.W.), Mental Health
USC 2006 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Bank of America Merchant Services 2015 - Present
Bank of America 2012 - 2014
Bank of America 2010 - 2012
Bank of America 2009 - 2010
Countrywide Financial 2007 - January 2009
Countrywide Financial 2005 - 2007
Countrywide Financial 2003 - 2005
Countrywide Financial 2003 - 2003
Countrywide Financial 2002 - 2003
duPont Aerospace 1998 - 2000
Skills
Vendor Management, Risk Management, Process Improvement, Program Management, Strategic Planning, Change Management, Management, Human Resources, Leadership, Outsourcing, Strategy, Personnel Management, Executive Management, Regulatory Affairs, Continuous Improvement, Contract Negotiation, BPO, Business Transformation, Management Consulting, Mergers & Acquisitions, Operations Management, Regulatory Compliance, Organizational Design, Business Unit Start-up, Turn-around Situations
Education
University of Southern California 2000 — 2002
MBA, Finance and Consulting
University of Southern California 1994 — 1998
BS, Aerospace Engineering
Banking April 2010 - Present
Bank of America February 2010 - Present
Skills
Sales Operations, Marketing Strategy, Facebook Marketing, Social Media Marketing, Online Advertising, Facebook Fan Page..., Internal Audit
Education
University of Southern California 2008 — 2012
CEC December 2001 - Present
Bank of America 1996 - 1999
Skills
Microsoft Word, Customer Service, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Office, Research, Windows, Time Management, Outlook, Training, Budgets, Teamwork, Leadership, Negotiation, Public Speaking, Sales, Inventory Management
Education
University of Southern California 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Evolent Health August 2014 - Present
Bank of America June 2011 - August 2014
WellPoint January 2007 - August 2009
WellPoint August 2005 - January 2007
Lumenos August 2004 - August 2005
Skills
Business Analysis, Cross-functional Team..., Product Management, Project Management, Business Strategy, Strategic Partnerships, Banking, Leadership, Financial Modeling, Management, Business Management, Benchmarking, Change Management, Process Improvement, Data Analysis, Vendor Management, Data Management
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of Southern California 2002 — 2004
MS, Computer Science
OpenX July 2014 - Present
OpenX April 2013 - November 2014
3M Cogent Systems Inc. June 2011 - April 2013
CashCall August 2006 - March 2010
Bank of America 2003 - 2009
Airforce 2001 - 2003
Skills
Financial Analysis, Process Improvement, Credit, Management, Customer Service, Accounts Receivable, Sales, Invoicing, Accounting, Financial Reporting, Finance, Forecasting, Microsoft Excel, Analysis, Access, Time Management, Budgets, Sarbanes-Oxley Act, Outlook, Leadership, Account Reconciliation, Risk Management, Internal Controls, SAP, Team Building, Microsoft Word, Microsoft Office
Education
University of Phoenix 2009 — 2013
Bachelor of Science Business / Finance, Business Management Finance
Bohemia Manor High School
General
University of Southern California
University of Southern California
Bank of America July 2012 - August 2014
Skills
SQL, Java, Unix, JavaScript, Microsoft SQL Server, Oracle, MySQL, Data Mining, jQuery, MVC, MapReduce, Python, Predictive Analytics, Machine Learning, C++, PHP, HTML, C
Education
University of Southern California 2014 — 2016
Master of Science (M.S.), Data Informatics
Vellore Institute of Technology 2008 — 2012
Bachelor of Technology (B.Tech.), Information Technology, 8.63
Blankenship Consulting 2007 - 2015
Bodyhints 2001 - 2006
Playboy Enterprises, Inc./ Rouze Media January 1999 - November 2000
CMP MEDIA 1998 - February 1999
Bank of America September 1995 - 1996
Skills
Start-ups, Strategy, Marketing, Business Strategy, Entrepreneurship, Business Development, Marketing Strategy, E-commerce, Management, Leadership, Digital Media, Marketing Management, Training, Competitive Analysis, Recruiting, Event Management, Corporate Development, Sales, Management Consulting, Program Management, Fashion Design, Public Relations, Consulting, Mergers, Mergers & Acquisitions
Education
Yale University - Yale School of Management 1993 — 1995
MBA, Management and Organizational Development
University of Southern California
B.A., Economics
New American Funding February 2014 - Present
PrimeLending January 2012 - January 2014
RPM Mortgage Inc March 2011 - January 2012
Bank of America June 2009 - January 2011
Washington Mutual February 2005 - February 2009
Washington Mutual / American Savings May 1995 - February 2005
Skills
Sales Management, Underwriting Management, communications, FHA, VA, Mortgage, Refinance, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, FHA financing, Underwriting, First Time Home Buyers, Sales, Referrals, Relocation, Real Estate, Mortgage Lending, Mortgage Underwriting, USDA, Government Loans, Financial Services, Credit, Banking, Finance, Investments
Education
University of Southern California 1990 — 1993
MBA, Real Estate and Finance
University of Southern California 1981 — 1984
BS, Finance and Real Estate
PACE Funding Group LLC June 2014 - Present
Beacon Hill Capital LLC May 2012 - Present
SunEdison December 2010 - February 2012
Ready Solar March 2007 - December 2010
Merrill Lynch December 2003 - March 2005
Merrill Lynch April 2002 - November 2003
Bank of America June 1984 - April 2000
JPMorgan Chase June 1982 - March 1984
Skills
Renewable Energy, Alternative Energy, Project Finance, Cleantech, Solar Energy, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Start-ups, Investments, Capital Markets, Business Development, Photovoltaics, Strategy, Management, Venture Capital, Finance, Financial Structuring, Financial Services, Entrepreneurship, Equities, Business Planning, Corporate Development, Corporate Law, New Business Development
Education
University of Southern California 1991 — 1993
MBA, General Management/Finance
IDS Real Estate Group November 2011 - Present
The Princeton Review July 2011 - Present
CCIM Institute May 2011 - May 2011
Bank of America June 2008 - June 2010
Alpha Delta Pi Sorority 2007 - 2008
Bank of the West June 2007 - August 2007
Skills
Management, Financial Modeling, Financial Analysis, Investments, Accounting, Analysis, Corporate Finance, Leadership, Microsoft Office, Marketing, Microsoft Word, Negotiation, Real Estate, Strategic Planning, Forecasting, Microsoft Excel, Social Media, Due Diligence, Portfolio Management, Commercial Real Estate, Data Analysis, Recruiting, Market Research, Public Speaking, Research
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance - Investments and Capital Markets
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science, Business Administration - Finance
Torchmark Corporation June 2014 - Present
QBE Insurance April 2012 - June 2014
Bank of America February 2008 - April 2012
Penske Media Corporation July 2006 - February 2008
DRX - A Subsidiary of Connecture May 2005 - July 2006
Skills
C#, .NET, ASP.NET, ASP.NET MVC, WCF, WPF, jQuery, JavaScript, AJAX, Objective-C, JAVA, JSP, PHP, Windows Services, Web Services, MSMQ, SQL, Programming, Quality Assurance, Databases, SSIS, SSRS
Education
University of Southern California 2003 — 2006
Master of computer Science, Computer Science, A
AT&T November 2014 - Present
Turner Broadcasting System May 2013 - October 2014
TEDxAmericasFinestCity April 2010 - January 2014
Disney ABC Television Group August 2007 - May 2013
Yahoo! Advertiser & Publisher Group June 2005 - August 2007
Yahoo! Search Marketing March 2005 - June 2005
Overture Services, Inc. August 2003 - March 2005
Bank of America August 1999 - August 2003
Bank of America June 1998 - December 1998
OCA National June 1996 - July 1996
Education
University of Southern California - Marshall School of Business 2005 — 2008
Master of Business Administration
University of Southern California
Bachelor of Science
Capital One Bank March 2012 - Present
Bank of America September 2005 - February 2012
BB&T January 2003 - August 2005
Skills
Banking, Small Business Lending, Marketing, Financial Services, Commercial Banking, Wealth Management, Risk Management, Financial Analysis, Portfolio Management, Investments, Strategic Planning, Business Development, Commercial Lending, Leadership, Strategy, Marketing Strategy, Program Management, Team Building, Business Strategy, Loans, Credit Analysis, Treasury Management, Credit, Finance, Consumer Lending, Underwriting, Mortgage Lending
Education
University of Southern California 1982 — 1985
BS, Finance and Economics
Self-employed January 2005 - Present
Bank of America January 2001 - January 2002
Bank of America -- Corporate Secretary's Office April 1997 - December 2000
Bank of America -- State Government Relations April 1997 - September 1997
Bank of America -- Corporate Community Development October 1994 - March 1997
Bank of America -- 32nd Street and Camelback Road Branch August 1993 - September 1994
Bank of America -- Arizona Retail Bank Administration October 1992 - July 1993
Bank of America -- Executive Office, Southern California Headquarters July 1987 - September 1992
Bank of America -- California Sales and Service Delivery January 1987 - June 1987
Bank of America -- Commercial Banking Credit Training Program November 1985 - December 1986
Skills
Cross-functional Team..., Leadership, Strategic Planning, Change Management, Team Building, Management, Program Management, Management Consulting, Process Improvement, Strategy, Training, New Business Development, Business Development, Banking, Sales
Education
Sacramento High
University of Southern California
Business Administration
The Brookings Institution
The Center for Public Policy Education
Talent Acquisition January 2012 - Present
Wells Fargo February 2009 - December 2011
Citi March 2002 - January 2009
Bank of America December 1995 - February 2002
Robert Half Finance & Accounting July 1990 - November 1995
Washington Mutual January 1992 - September 1993
Education
University of Southern California
Bachelor of Arts (BA)
FORBCO Management Corp. 2011 - Present
Crowley Maritime 1981 - 1985
Bank of America 1976 - 1981
Skills
Accounting, Bookkeeping, Financial Reporting, Cash Flow, Account Reconciliation, Financial Accounting, Accounts Payable, General Ledger, Payroll, Financial Analysis, Accounts Receivable, Cash Management, Auditing, Income Tax, Financial Statements, Internal Controls, Budgets, Strategic Planning, Customer Service, Social Media, Marketing, Leadership, Microsoft Word, Marketing Strategy, Microsoft Excel, Sales
Education
University of Southern California 1972 — 1976
Bachelor of Science, Business
Metropolitan Appraisal Group 1997 - Present
Union Bank of California 1993 - 1997
Bank of America 1992 - 1993
Joseph J. Blake & Associates, Inc. 1988 - 1991
Skills
Disposition, Leases, Real Estate, Appraisals, Commercial Real Estate, Valuation, Residential Homes, Dispositions, Market Analysis, Income Properties, Due Diligence
Education
University of Southern California 1985 — 1988
Bachelor of Science, Real Estate Finance
Greater Los Angeles Professionals February 2015 - Present
Greater Los Angeles Professionals-- Canoga Park Chapter of Experience Unlimited March 2012 - Present
Los Angeles Neighborhood Council Coalition 2008 - Present
TEKsystems July 2012 - December 2014
Bank of America February 2010 - November 2011
Greater Griffith Park Neighborhood Council 2008 - 2011
Bank of America Corporation - Home Loans & Insurance August 2009 - February 2010
Bank of America - Home Loans and Insurance April 2009 - August 2009
Countrywide December 2004 - April 2009
Accountemps April 1999 - August 2004
Skills
Strategic Planning, Team Building, Problem Solving, Data Analysis, Process Improvement, Program Management, Visio, DMAIC, SharePoint, Software Documentation, Business Analysis, Analysis, System Administration, Project Planning, Training, Change Management, Quality Assurance, Leadership, Databases, Microsoft SQL Server, Six Sigma, Risk Management, Management, Project Management, Forecasting, Business Intelligence, Testing, Integration, Business Development, SDLC, Finance, Data Warehousing, Consulting
Education
University of Southern California 1978 — 1983
Bachelor of Science, Business Administration, Marketing Management
Agoura High School 1974 — 1978
Bank of America
Skills
Business Analysis, Requirements Analysis, SDLC, Visio, Process Improvement, Program Management, Disaster Recovery, Vendor Management, Banking, Software Project..., Project Management, IT Strategy
Education
University of Southern California
Bachelor of Science, Business, Economics, Management, Marketing
Bank of America December 2014 - Present
Bank of America March 2011 - December 2014
Bank of America August 2010 - March 2011
Bank of America August 2009 - August 2010
Bank of America August 2005 - August 2009
Bank of America January 2004 - August 2005
Bank of America February 2002 - December 2003
Bank of America February 1999 - January 2002
Bank of America July 1997 - February 1999
Cohen Brown Management Group March 1997 - June 1997
Skills
Sales Management, Strategic Planning, Business Development, Relationship Management, Commercial Banking, Development Of Employees, Treasury Management, Commercial Lending, Change Management, Organizational..., Performance Analysis, Communication, Process Management, Analytical Skills, Retail Banking, Operational Risk..., Portfolio Management, CRM, Management, Banking, Financial Analysis, Credit
Education
University of Southern California 1993 — 1997
Bachelor's degree
Bank of America September 1998 - Present
Apple August 1989 - June 1993
EDS Technologies August 1985 - August 1989
Skills
Banking, Risk Management, Business Analysis, SDLC, Financial Analysis, Vendor Management, Portfolio Management, Process Improvement, Project Management, Change Management, Microsoft Excel, Microsoft Office, Visio, Loans, Mortgage Lending, Credit
Education
California State University-San Jose 1993 — 1995
Master of Business Administration (MBA)
University of Southern California 1981 — 1985
Bachelor's degree, Computer Science
Coldwell Banker June 2004 - Present
Bank of America September 1987 - December 2003
Bank of America January 1999 - November 2003
Education
University of Southern California 1963 — 1969
Master of Arts, History
Covius February 2014 - December 2014
Real View Capital, LLC November 2007 - February 2014
Bank of America September 2011 - April 2013
HSBC Global Banking and Markets June 2006 - September 2007
Credit Suisse April 2000 - April 2006
Citi January 1997 - April 2000
Indymac Bank June 1993 - December 1996
Skills
Mortgage Banking, Loans, Underwriting, Investments, Due Diligence, Loan Servicing, Mortgage Lending, Portfolio Management, Securitization, Strategy, Finance, Investment Properties, Financial Structuring, Management, Banking, Structured Finance, Mergers & Acquisitions, Fixed Income, Credit, Capital Markets, Securities, Valuation
Education
University of Southern California 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Adminstration
Bank of America July 2010 - Present
Jacobs Engineering August 2009 - July 2010
Wells Fargo April 2007 - August 2009
Intel Corporation June 1999 - March 2007
Kiewit Construction May 1995 - August 1997
Skills
Procurement, Contract Negotiation, Contract Management, Project Planning, Process Improvement, Facilities Management, Cross-functional Team..., Strategy, RFP, Program Management, Management, Leadership, Project Management, Bidding Process, Strategic Planning, Operations Management, Business Development, Construction, Mentoring, Team Leadership, Negotiation, Team Building, Supply Chain Management, Integration, MS Project, Proposal Writing, Business Analysis, Vendor Management, Business Process..., Forecasting, SDLC, Risk Management, Project Delivery, Change Management, Sourcing, Outsourcing, Six Sigma, Budgets, Management Consulting, Logistics, Project Portfolio..., Business Strategy, Analysis, Manufacturing, Pricing
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, General Management
University of Southern California 1990 — 1995
B.S., Civil Engineering
Bank of America May 2014 - Present
Morgan Stanley June 2013 - April 2014
Bank of America Merrill Lynch January 2012 - March 2013
Citi May 2010 - December 2011
Skills
Investment Banking, CRM, Business Analysis, SDLC, RUP Methodologies, Waterfall, BRDs, FRD, Data Warehousing, Data Mapping, UML, User Interface Design, Quality Center, SQL, Analysis, Six Sigma, Requirements Gathering, SharePoint, Project Management
Education
University of Southern California 2007 — 2009
Master of Science (MS), Mechanical Engineering
Lincoln Financial Advisors June 2013 - Present
MetLife January 2011 - May 2013
Hartford Life July 2001 - January 2011
Bank of America March 1991 - July 1998
Bank of America Merchant Services March 1991 - April 1996
Skills
Life Insurance, Insurance, Estate Planning, Leadership, Management, Series 63, Series 7, Series 24
Education
University of Southern California 1986 — 1990
BA, Social Science and Communication
De La Salle High School 1983 — 1986
J.P. Morgan 2014 - Present
U.S. Trust February 2008 - November 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2008 - 2013
Bank of America 2008 - 2013
Wells Fargo Advisors May 2007 - February 2008
Wells Fargo November 2006 - February 2008
Skills
Strategic Financial..., Real Estate Financing, Mortgage Lending, Credit Negotiations, Secured Financing, Risk Assessment, Investment Properties, Credit Risk, Relationship Management, Mortgage Modification, Refinancings, Mortgage Underwriting, Mortgage Servicing, Real Estate Transactions, Construction Finance, Unsecured Loans, Private Banking, Securities, Securities Lending, Securities License, Trading, Bonds, Equities, Banking Solutions, Financial Structuring, Asset Managment, Wealth Management, Fiduciary Services, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Investment Management, Asset Management
Education
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Southern California 2002 — 2006
Academic Minor, Marketing & Advertising
Sheldon High School
Bank of America December 2013 - Present
Bank of America May 2012 - December 2013
Bank of America October 2011 - April 2012
Bank of America November 2010 - October 2011
Bank of America July 2008 - November 2010
Bank of America December 2004 - July 2008
Countrywide Home Loans January 1999 - December 2004
Countrywide Home Loans January 1996 - January 1999
US Army Reser 1994 - 1997
Countrywide Home Loans March 1993 - January 1996
Skills
Credit, Loans, Mortgage Lending, Analytics, Management, Trading, Executive Management, Performance Management, MBS, Pricing, Banking, Business Process, Credit Analysis, Portfolio Management, Mortgage Banking, Risk Management, Leadership, Financial Services
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA
University of Southern California 1988 — 1992
BA, International Relations
Nomad Wine and Spirits May 2015 - Present
Pilchuck Distribution May 2014 - June 2015
QFC September 2012 - November 2013
Northwest Commercial Lending January 2009 - July 2013
Bank of America 2004 - 2010
E&J Gallo Winery 1999 - 2004
Beringer Wine Estates 1994 - 1999
Youngs Market Company 1989 - 1994
Skills
Wine, Investment Properties, Hotels, Strategic Planning, New Business Development, Commercial Lending, Private Equity, Green Technology, Restaurants, Craft Beer, Wineries, Liquor Stores, Cider, Economic Development, Project Management, Sales, Business Development, Customer Service, Marketing, Loans, Mortgage Lending, Analysis, Real Estate, Strategy, Commercial Real Estate, Finance, Management, Funding, Real Estate Economics, Sales Management, Retail
Education
University of Southern California 1985 — 1989
Bachelor of Science
Las Lomas High School 1979 — 1983
Bank of America
Skills
Integration, Enterprise Architecture, Project Management, WebSphere Application..., Risk Management, Software Development, Websphere, E-commerce, Business Intelligence, Business Analysis, Strategic Planning, Solaris, Program Management, HTML
Education
University of Southern California 1986 — 1991
The Mortgage Relief AdvocatesGroup, LLC July 2011 - Present
Bank of America April 2007 - June 2011
GMAC Mortgage January 2000 - April 2007
Education
USC
Bachelor of Science (B.S.), Business/Finance/Economics
Bank of the West 2005 - Present
Bank of the West 2001 - 2005
United California Bank 2001 - 2001
Tokai Bank of California 1998 - 2001
Tokai Bank of California 1996 - 1998
Tokai Bank of California 1991 - 1996
Tokai Bank of California 1989 - 1991
Tokai Bank of California 1986 - 1989
Bank of America 1983 - 1986
Skills
Commercial Banking, Credit, Real Estate, Loans, Underwriting, Commercial Lending, Banking, Due Diligence, Real Estate Economics, Credit Analysis, Leadership, Commercial Mortgages, Portfolio Management
Education
University of Southern California 1979 — 1983
BA, International Relations
University of Southern California - Marshall School of Business 1979 — 1983
BS, Business Administration, Corporate Finance
Bank of America May 2014 - Present
Merrill Edge January 2013 - May 2014
Merrill Edge March 2010 - December 2012
JP Morgan Chase July 2009 - March 2010
Morgan Stanley October 2008 - July 2009
Countrywide Home Loans April 2006 - July 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investments, Investment Strategies, Options, Mortgage Lending, Strategic Financial..., Fixed Annuities, Real Estate License, Small Business Lending, Series 66, Series 31, Series 9, Series 10, Banking, Sales Management, Sales Process, Team Leadership
Education
University of Southern California 2002 — 2006
BA, Economics
Northern Trust May 2000 - Present
Financial Services Companies 1986 - 2000
Bank of America August 1974 - July 1984
Skills
Wealth Management, Investments, Strategic Financial..., Business Strategy, Private Banking, Commercial Banking, Wealth, Leadership Development, Commercial Lending, Portfolio Management, Family Office, Team Leadership, Business Development, Relationship Management, Business Process..., Risk Management, Entrepreneurship, Leadership, Financial Modeling, Asset Management, Asset Allocation, Trust Services, Trusts, Alternative Investments, Investment Strategies, Banking, Finance, Strategy, Management, Investment Advisory, High Net Worth..., Securities, Estate Planning, Mergers & Acquisitions, Philanthropy, Strategic Planning, Financial Analysis, Sales Management, Sales & Marketing..., Growth Strategies, Compliance, Regulatory Requirements, Wealth Management..., Financial Services, Investment Management, Financial Planning
Education
University of Southern California
Bachelor of Science (BS), Business/ Finance
Bank of America May 2011 - Present
Countrywide August 2007 - August 2008
Countrywide Financial Corporation July 2001 - August 2007
Education
University of Southern California 1978 — 1981
Greer Advisors, LLC January 2009 - Present
McCall Springer, LLC 2005 - 2012
Bank of America August 1991 - January 2009
Skills
Mergers & Acquisitions, Management, Due Diligence, Real Estate Economics, Valuation, Alternative Investments, Real Estate, Analysis, REO, Disposition, Asset Managment, Portfolio Management, Commercial Real Estate, Investment Properties, Mergers, Real Estate Development, Appraisals, Market Research, Communication, Investments, Cash Flow, Real Estate Transactions
Education
University of Southern California 1980 — 2004
Valor Collegiate Academy August 2013 - Present
Achievement School District March 2012 - July 2013
Bain & Company January 2010 - July 2012
Wells Fargo Bank June 2008 - August 2008
Bank of America June 2007 - August 2007
IBM June 2006 - August 2006
Skills
Management Consulting, Strategy, Data Analysis, Operations Management, Charter Schools
Education
University of Southern California 2005 — 2009
B.S, Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
US Bank 2003 - Present
Bank of America 2001 - 2003
Union Bank May 1992 - October 2000
Skills
Wealth Management, Banking, Private Banking, Small Business Lending, Capital Markets, Consumer Lending, Portfolio Management, Commercial Banking, Commercial Lending, Investments, Credit, Risk Management, Loans, Credit Analysis, Retail Banking, Management, Asset Allocation, Treasury Management, Asset Management, Mortgage Lending, Wealth Management..., Credit Risk, Alternative Investments, Cash Management, Financial Analysis, Investment Advisory
Education
University of Southern California
BS, Marketing, Real Estate
University of Southern California - Marshall School of Business
StocksDontLie.com April 2015 - Present
WTS Proprietary Trading Group LLC January 2014 - March 2015
Clearpool Group September 2013 - December 2014
WTS Boston Trading Group July 2009 - December 2013
Sungard Assent LLC June 2005 - July 2009
Investors Business Daily October 2005 - June 2006
Morgan Stanley Smith Barney May 2003 - September 2003
Bank of America June 2000 - December 2002
Skills
Electronic Trading, Outstanding..., Market Making, Humility, Leadership, Capital Markets, Traders, Hedging, Credit, Hedge Funds, Strong Business Acumen, Alternative Investments, Trading Systems, Equity Derivatives, Proprietary Trading, Exceptional People..., Private Equity, ETFs, Microsoft Office, Finance, Securities, Investment Management, Derivatives, Project Management, Options Strategies, Equity Trading, Investment Banking, Entrepreneurship, Analysis, Market Data, Financial Services, Exceptional mentor &..., Structured Products, Trading Strategies, Competitive, Stocks, Emerging Markets, Volatility Arbitrage, Team Leadership, Teamwork, Options, Financial Risk, Team Building, Asset Allocation, Fundamental Analysis, Banking, Valuation, Funding, Humor, Quantitative Analytics
Education
University of Southern California 2001 — 2005
Bachelor of Science, Business Finance
Aloha Printing April 1989 - Present
Aloha Printing 1989 - Present
Bank of America May 1987 - April 1989
Skills
Direct Mail, Graphic Design, Banners, Trade Shows, Logo Design, Advertising, Digital Printing, Brochures, Newsletters, Offset Printing, Photography, Catalogs, Community Outreach, Posters, Business Cards, Fundraising, Sales Management, Direct Marketing, Marketing Strategy, Brand Development, Public Relations, Online Marketing, New Business Development, Small Business, Email Marketing, Postcards
Education
University of Southern California 1983 — 1987
BA, Psychology
Bank of America June 2014 - Present
Choi, Kim & Park LLP May 2013 - August 2013
USC Advancement January 2013 - May 2013
Lee, Hong, Degerman, Kang and Waimey May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Teamwork, Chat, Social Media
Education
University of Southern California 2011 — 2015
Business Administration and Management, General
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Bank of America 2011 - 2012
Wells Fargo 2006 - 2011
Wells Fargo 2005 - 2006
Wells Fargo 2002 - 2005
Wells Fargo 2002 - 2002
Wells Fargo 2001 - 2002
The Cheesecake Factory 1998 - 2000
Planet Hollywood International 1994 - 1998
Skills
Credit, Sales, Loans, Mortgage Lending, Leadership, Loan Origination, Banking, Recruiting, Commercial Lending, Consumer Lending, Credit Analysis, Mortgage Banking, Small Business Lending, Strategic Planning, Executive Management, Financial Services, Portfolio Management, Finance, Management, Credit Cards, Underwriting
Education
University of Southern California 1995 — 2000
BA, Communications
Fresno First Bank October 2014 - Present
Bank of America August 2010 - October 2014
Enterprise Rent-A-Car June 2007 - August 2010
Skills
Leadership, Risk Management, Retail Banking, Marketing, Branch Management, Sales Management, Sales, Team Leadership, Development Of Employees, Employee Management, Loss Prevention, Cross Selling, Cost Control, Profitable Growth, Customer Service..., Scheduling Management, Staff Retention, Microsoft Office, Asset Management, Operations Management, Conducting Interviews, Progressive Discipline, Training, Management, Auditing, Business Growth..., Community Outreach, Customer Service, Public Speaking, Strategic Planning, Small Business..., Small Business..., Finance, Banking, Credit, Relationship Management, Loans, Financial Analysis, Customer Satisfaction, CRM
Education
University of Southern California 2000 — 2004
BS, Jazz/Jazz Studies
Electronic Funds Source LLC July 2015 - Present
Bank of the West/BNP Paribas Group February 2015 - June 2015
Visa July 2010 - February 2015
Wells Fargo March 2007 - July 2010
Bank of America February 1992 - February 2007
Skills
Banking, Financial Services, Payments, Management, Product Management, Relationship Management, Credit Cards, Leadership, Analytics, Strategic Partnerships, Debit Cards, Integration, Executive Management, Product Marketing, Investments, Cash Management, E-commerce, Electronic Payments, Cross-functional Team..., ACH, Treasury Management, Business Strategy, Treasury Services, Finance, Product Development, Liquidity Management, Financial Analysis, Mobile Payments, Payment Systems, Credit, Vendor Management, Mergers & Acquisitions, Business Development, Project Management, Strategy, Financial Risk, Capital Markets, SWIFT payments, Payment Card Processing, Strategic Planning, Process Improvement, Commercial Banking
Education
Columbia University - Columbia Business School - Certification 2014 — 2014
Certificate
University of Southern California 1986 — 1990
Bachelor of Science
Bank of America July 2013 - October 2014
Skills
C, C++, SQL, HTML, MySQL, CSS, JavaScript, XML, Linux, Matlab, Programming, Data Structures, Windows, PHP, Unix, C#, Dreamweaver, Android, Object Oriented Design, Visual Studio, Computer Science, Software Engineering, PL/SQL, Visual Basic, VB.NET, Database Design, Core Java
Education
University of Southern California 2015 — 2016
Master of Science (MS), Cyber security
Vellore Institute of Technology 2009 — 2013
Bachelor's degree, Computer Science
S.N.Kansagra School
Today's Realty July 2013 - Present
American Chocolate Factory Guam March 2006 - Present
C.Y.Enterprises, Co. Ltd. February 2006 - Present
Superior Estates, LLC. November 2012 - Present
Pristine Estates, LLC. November 2011 - Present
Good Environment, LLC. December 2010 - Present
Island Garden Apartment December 2006 - Present
Asahi Duty Free 2006 - 2011
7-Eleven 2004 - 2005
Bank of America 2003 - 2004
Skills
Strategic Planning, Team Building, Property Management, Investment Properties, Investments, Sales Management, Marketing Strategy, Customer Service, Project Management, Import Export, Retail, Marketing, Real Estate, Negotiation
Education
University of Southern California 1996 — 2000
Bachelor of Science (B.S.), Business Management and Organization
Father Duenas Memorial School 1992 — 1996
St. Anthony School
Dorsal Capital Management May 2015 - Present
Oracle June 2014 - May 2015
Morgan Stanley August 2012 - May 2014
Morgan Stanley June 2011 - August 2011
The Walt Disney Company September 2010 - January 2011
Bank of America May 2010 - August 2010
The Walt Disney Company February 2010 - May 2010
The Walt Disney Company September 2009 - December 2009
GlobalFluency May 2009 - August 2009
Skills
Corporate Finance, Financial Analysis, Integrated Marketing, Investment Banking, Financial Modeling, Valuation, Finance, Strategic Financial...
Education
University of Southern California
B.S., Business Administration
US Bank December 2009 - December 2011
Sovereign Bank (wholly owned by Banco Santander) July 2006 - July 2008
Bank of America August 1998 - July 2002
Skills
Banking, Trade Finance, Team Building, New Business Development, Customer Relations, Coaching, Customer Service, Management, Business Development, Risk Management, Treasury Management, Loans, Leadership, Financial Services, Asset Based Lending, Commercial Lending, Commercial Banking, Credit, Trading, Financial Analysis, Finance, Portfolio Management, Relationship Management, Financial Institutions, Cash Management, Structured Finance, International Trade, Credit Risk, Credit Analysis, Correspondent Banking, Loan Origination, Executive Management, Capital Markets, Financial Risk, Lines Of Credit, Financial Structuring, Investments, Small Business Lending, Due Diligence, Mergers & Acquisitions, Letters of Credit, Foreign Exchange, Financial Modeling, Corporate Finance, Economics, Fundraising, Strategic Planning, Sales, Nonprofits, Cross Selling
Education
University of Southern California
M.A., International Relations
Bank of America March 2009 - March 2014
MK Design January 2008 - March 2009
Countrywide Bank April 2004 - March 2009
Education
University of Southern California 2000 — 2003
Bachelor's, English Language and Literature, General
Digitzs Solutions, Inc. 2014 - Present
Merchant e-Solutions 2000 - 2014
Bank of America 1996 - 2000
Skills
Payment Card Processing, E-commerce, Payments, Credit Cards, Mobile Payments, B2B, Account Management, Merchant Services, Electronic Payments, Executive Management, Debit Cards, Payment Gateways, E-payments, Start-ups, Mobile Commerce, Mobile Devices, Strategy, Payment Systems, Merchant Acquiring, Cards, ACH, Payment Industry, Alternative Payments, Acquiring, Transaction Processing, Gift Cards, Payment Cards, NFC, Payment Services, Mobile Banking, PCI DSS, EMV, Smart Cards, Strategic Partnerships, Internet Banking, POS, Product Management, Loyalty Programs, Credit Card Transaction...
Education
University of Southern California
School of Cinema
Wavespot June 2015 - Present
University of Southern California September 2014 - Present
San Ramon Teen Council July 2013 - May 2014
San Ramon Parks and Community Services Commission July 2013 - May 2014
Bank of America June 2013 - August 2013
The Junior Statesmen of America September 2012 - June 2013
Skills
Public Speaking, Raiser's Edge, Leadership, Nonprofits, Community Outreach, Teaching
Education
University of Southern California 2014 — 2018
Bachelor of Science (B.S.), Global Health
California High School 2010 — 2014
4.43
Citibank, NA July 2015 - Present
Wells Fargo February 2015 - July 2015
Bank of America January 2008 - May 2013
Countrywide Bank May 2005 - January 2008
Washington Mutual November 2001 - May 2005
Skills
Business Development, Sales, Crisis Management, Relationship Management, Profit Maximization, Sales Presentations, Public Speaking, Business Analysis, Strategic Planning, Business Process..., Microsoft Office, Financial Analysis, Marketing Strategy, Finance, Profit Margins, Budgets, Management
Education
University of Southern California 2002 — 2004
MA, Strategic PR-Crisis Management
University of Washington 1997 — 2001
BA, Communications and Political Science
Caruso Affiliated September 2014 - Present
PulsePoint Group August 2013 - May 2014
Adam Kluger Public Relations June 2013 - July 2013
Rogers & Cowan January 2013 - April 2013
Bank of America July 2004 - February 2012
Skills
Press Releases, Public Relations, Media Relations, Strategic Communications, Corporate Communications, Strategy, Integrated Marketing, Management, Proposal Writing, Crisis Management, Research, Competitive Analysis, Customer Service, Project Management, Social Media, Marketing
Education
University of Southern California 2012 — 2014
Master's Degree, Strategic Public Relations
Whittier College
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America February 2015 - Present
Bank of America March 2013 - February 2015
McMaster-Carr August 2011 - September 2012
Guitar Center November 2009 - July 2011
KPMG Advisory September 2008 - November 2009
Skills
Competitive Analysis, Forecasting, SQL, Access, Microstrategy, MicroStrategy Reporting, Microsoft Excel, Analytics, Operations Management, PowerPoint, Strategy, Strategic Planning, Management, Business Intelligence, Retail, Process Improvement, Leadership, Analysis, Marketing
Education
University of Southern California 2005 — 2008
B.S., Business Administration - Corporate Finance
Yum! Brands January 2010 - Present
Bank of America January 2009 - January 2010
Honeywell January 2008 - January 2009
Education
University of Southern California 2004 — 2008
Major in Economics, Minor in Mathematics, Economics, Mathematics
New Penn Financial, LLC March 2014 - Present
Green Tree Servicing LLC/Walter Investment Corp March 2013 - March 2014
GMAC/Ally Bank January 2011 - February 2013
Bank of America April 2009 - December 2010
Countrywide Financial 1998 - April 2009
MGM Mortgage Company 1995 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Loans, Wholesale Lending, USDA, Refinance, Residential Mortgages, VA loans, FHA financing, Reverse Mortgages, Loss Mitigation, FHA, Mortgage Underwriting, FHA Financing, VA Loans
Education
University of Southern California 1989 — 1991
Bachelor of Science, Policy, Planning & Development, Business Minor
H K G, LLP November 2011 - Present
Bank of America October 2011 - Present
Five Acres--The Boy's and Girl's Aid Society of Los Angeles June 2009 - Present
Pasadena Mental Health Center January 2009 - December 2013
LHMP January 1994 - November 2011
LHMP August 2008 - August 2010
KPMG July 1988 - January 1994
Skills
Non-profits, Construction, Oil, Entertainment, Retail, Accounting, Financial Reporting, Mergers, Strategic Planning, Compliance, Audit, Manufacturing, Budgeting, SOX, Auditing, Financial Analysis, Management Consulting, Internal Controls, Quickbooks, Due Diligence, Business Planning, Risk Management, Internal Audit, Financial Accounting, Forecasting, Financial Management, Business Strategy, Professional Services, QuickBooks
Education
University of Southern California 1978 — 1982
Aspen Companies 1977 - Present
Castlerock Investments 2002 - Present
Q4M Production Company 2008 - Present
Western Springs Water LLC 2001 - Present
Westcord Commercial Real Estate 1989 - 1998
Bank of America 1972 - 1977
Skills
Real Estate, Leases, Property Management, Syndications, Disposition, Brokerage, Location Intelligence, Real Estate Economics, Real Estate Development, Investment Properties, Real Estate Transactions, Tenant, Corporate Real Estate, Landlord, Commercial Real Estate, Investors, Shopping Centers, Due Diligence, Asset Managment, Asset Management, Tenant Representation, Lease Administration, Lease Negotiations, Portfolio Management, Valuation, Facilities Management, Land Acquisition, REO, Short Sales, Apartments, Appraisals, Property, Entitlements, Acquisitions, 1031 Exchanges, Real Estate Financing, International Real..., Land Development, Commercial Mortgages, Real Property, Income Properties, Rentals, Landlords, Investments, Management, Contract Negotiation, Negotiation
Education
University of Southern California 1969 — 1972
BS, Business Finance
Santa Monica High School
Wells Fargo December 2013 - Present
St. Barnabas Senior Services January 2013 - Present
Korean American Coalition January 2012 - Present
U.S. Trust 2004 - November 2013
Bank of America 2002 - 2004
California Bank & Trust 2000 - 2002
Wells Fargo 1995 - 1998
Wells Fargo Bank 1992 - 1995
Skills
Loans, Series 7, Banking, Investments, Wealth Management, Portfolio Management, Asset Management, Strategic Financial..., Commercial Banking, Credit, Mortgage Lending, Asset Allocation
Education
University of Southern California 1988 — 1992
BS, psychology
Guggenheim Partners August 2009 - Present
Cliffwood Partners LLC May 2006 - August 2009
Green Street Advisors 2004 - 2006
AEW Capital Management 2002 - 2004
Bank of America 1999 - 2001
Arthur Andersen 1998 - 1999
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, REITs, Real Estate, Investments, Trading, Stock Valuation, Financial Modeling, Asset Management, REIT, Securities, Finance, Valuation, Equity Research
Education
University of Southern California 1995 — 1998
BS, Business/Finance
Dell January 2009 - Present
IAPP - International Association of Privacy Professionals 2009 - 2010
Hunton & Williams LLP 2009 - 2010
Hunton & Williams LLP 2009 - 2010
Bank of America August 2008 - January 2009
Countrywide 2004 - January 2009
Countrywide Financial Corp 2004 - August 2008
Digital Impact 2000 - 2004
Tri-County Apartment Association 1998 - 2000
Skills
Privacy Law, Data Privacy, Risk Management, Policy, Mergers, Governance, Financial Services, Legal Research, Security, Government, Strategy, Mergers & Acquisitions, Information Security
Education
University of Southern California
MPA
William & Mary
BA
JPMorgan July 2006 - Present
Irwin Union Bank 2006 - 2006
Bank of America 2003 - 2006
Skills
Capital Markets, Portfolio Management, Credit Analysis, Investment Banking, Financial Modeling, Banking, Financial Analysis, Fixed Income, Loans, Valuation, Corporate Finance, Investments, Private Equity, Equities, Due Diligence
Education
University of Southern California 1992 — 1996
BS, Finance
Bank of America September 2011 - March 2015
Bank of America July 2008 - August 2011
Countrywide Bank March 2006 - June 2008
Mellon Bank July 2003 - February 2006
Dreyfus Brokerage Services June 1999 - June 2002
T. Rowe Price September 1996 - May 1999
Smith Barney September 1995 - September 1996
Skills
SDLC, Visio, Risk Management, Business Analysis, Vendor Management, Project Management, Process Improvement, Software Project..., Requirements Analysis, Integration, IT Strategy, Software Development, Business Process, Project Portfolio..., IT Management
Education
University of Southern California 1993 — 1995
Bachelor’s Degree, Business Administration, Finance
Benjamin Franklin High School
Longworth & Longworth May 2000 - Present
San Juan Preservation Trust May 2005 - May 2009
The Regulus Group/Quantum Information Corporation January 1999 - May 2000
Bank of America 1979 - 1999
Skills
Project Management, Outsourcing, Program Management, Human Resources, Telecommunications, Business Process, Change Management, Process Improvement, SDLC, Management, Strategy, IT Management, Vendor Management, Business Analysis, Leadership, Strategic Planning, Team Building
Education
United Bicycle Institute 2009 — 2009
Certificate, Bicycle Maintenance
University of Wisconsin-Madison 1972 — 1976
Master of Arts (M.A.), Communication Arts
University of Southern California 1968 — 1972
BA, Communication
Banc of Manhattan Capital / Wunderlich Securities July 2012 - Present
Bank of America January 2012 - June 2012
Bank of America July 2011 - November 2011
Countrywide/Bank of America July 2007 - July 2011
Hirsch Pipe & Supply July 2006 - August 2006
Hines Interests Limited May 2002 - August 2005
Ford Models Inc January 1993 - January 2002
Skills
SQL Server, VBA
Education
University of Southern California 2005 — 2007
BS, Business Administration
University of Southern California
BS, Business Admin, Finance & Investments concentration
Z57 Internet Solutions November 2013 - April 2014
Wells Fargo Home Mortgage January 2012 - April 2013
The Rosado Family Trust 2009 - 2013
PPG Industrial Coatings October 2010 - January 2012
Drexel Lending Group February 2007 - May 2010
Bank of America May 2005 - October 2006
Skills
Customer Service, Real Estate, Sales, Microsoft Office, Microsoft Excel, Training, Coaching, Business Development, Credit, Loans, Mortgage Lending, Investments, Time Management, Employee Training, Training Facilitation, Insurance, Training Delivery, Analysis, Banking, Negotiation, Budgets, PowerPoint, Strategic Planning, Marketing, Management, Outlook, Public Speaking, Microsoft Word, Contract Negotiation, Retail, Sales Management, Risk Management, CRM, Performance Management, Accounting, Finance, Customer Retention, Leadership, Program Management, Mortgage Banking, Team Building, Human Resources, Change Management, Organizational..., Recruiting, Leadership Development, Customer Satisfaction, Financial Services, Account Management, Process Improvement
Education
University of Southern California 1992 — 1994
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Citi July 2014 - Present
Bank of America July 2012 - June 2014
OneWest Bank March 2009 - July 2012
OneWest Bank April 2009 - November 2009
Countrywide 2002 - 2005
Skills
Mortgage Lending, Enterprise Risk..., Capital Markets, Loan Origination, Financial Modeling, Financial Analysis, Loans, Credit, Loss Mitigation, Financial Risk, Banking, Operational Risk..., Mortgage Banking, Credit Analysis, Mortgage Servicing, Underwriting, Risk Management, AML, Credit Risk, Operational Risk, Sarbanes-Oxley Act, Compliance, FHA, Auditing, Retail Banking, Internal Audit, Commercial Lending, Financial Services, Bank Secrecy Act, Loan Servicing, Commercial Banking, Consumer Lending
Education
University of Southern California 1999 — 2001
Kaiser Permanente July 2012 - Present
NuVasive January 2011 - June 2012
NuVasive July 2009 - December 2010
Deloitte & Touche LLP July 2006 - July 2009
First Standard Bank 2005 - 2006
State Bar of California January 2003 - May 2003
Bank of America 2001 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, US GAAP, Financial Modeling, IT Audit, Financial Accounting, SAP, Accounting, Financial Audits, Enterprise Risk..., External Audit, Process Improvement, Risk Assessment, Strategic Financial..., Consolidation, General Ledger, Manufacturing, Analysis, GAAP, Deloitte, GAAS, Audit, SOX, ITGC, Fraud Investigations, Anti-Money Laundering, Information Security..., Technology..., Operational Risk, Risk Analysis, Data Analysis, Big 4, SEC reporting, Financial Systems..., Financial Planning, Sales & Use Tax, Financial Control, Business Strategy, Business Integration, Staff Mentoring, Strategic Planning, SDLC, Medical Devices, Hospitality, Mergers & Acquisitions, SEC filings
Education
University of Southern California
Bachelor of Science (BS), Accounting
University of Southern California - Marshall School of Business
BS, Entrepreneurship/Entrepreneurial Studies
Bank of America September 2012 - Present
BBCN Bank October 2010 - September 2012
KPMG October 1997 - October 2010
Skills
Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Due Diligence, Auditing, CPA, Enterprise Risk..., External Audit, Financial Modeling, GAAP, Financial Risk, Internal Audit, Internal Controls, US GAAP
Education
University of Southern California 1994 — 1997
Bank of America August 2012 - Present
Bank of America February 2010 - June 2012
Bank of America Corporation February 2010 - June 2012
Bank of America Corporation July 2008 - February 2010
Countrywide August 2005 - January 2009
Countrywide Financial Corp August 2005 - January 2009
Countrywide Financial Corporation, Infrastructure Technology August 2005 - July 2008
CorpInfo 2000 - 2005
Inacom Information Systems 1995 - 2000
Education
University of Southern California
B.S
Gulliver Preparatory 1983 — 1987
High School 1983 — 1987
University of Southern California - Marshall School of Business
USC Society of Trojan Women July 2013 - Present
PROVIDENT BANK March 2013 - Present
Alumnae Coordinating Council - USC June 2012 - June 2013
ODYSSEY DEVELOPMENT SERVICES July 2012 - February 2013
Bank of America May 2012 - May 2012
USC TOWN & GOWN JUNIOR AUXILIARY OF LOS ANGELES 2010 - 2012
First Bank 2008 - 2010
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Mortgage Lending, Budgets, Small Business Lending, Credit Analysis, Small Business, Fundraising, Commercial Real Estate, Executive Management, Training, Customer Service, Underwriting, Finance, Leadership, Investments
Education
University of Southern California 1986 — 1990
Bachelor's, Communications
John Muir High School in Pasadena
Bank of America May 2012 - December 2012
Herbalife May 2010 - May 2012
Cornerstone OnDemand January 2008 - May 2010
ARES Corporation June 2006 - December 2007
Hexaware Technologies January 2005 - December 2005
Skills
Requirements Analysis, SDLC, Business Analysis, Project Management, Project Planning, Project Delivery, Product Management, Systems Analysis, System Architecture, Agile Methodologies, Business Intelligence, Software Project..., Microsoft SQL Server, Integration, Solution Architecture, SQL, Requirements Gathering, SOA
Education
University of Southern California 2006 — 2007
Master of Science (MS), Computer Science
Harbor UCLA Medical Center October 2012 - Present
Bank of America 2004 - 2009
Education
University of Southern California 1999 — 2004
JPMorgan Chase Bank 2013 - Present
Cal Bar Financial Inst. Committee 2011 - 2014
Zuber Lawler & Del Duca LLP April 2011 - January 2013
OneWest Bank 2010 - 2011
Bank of America July 2008 - June 2010
Countrywide Financial Corporation May 2004 - July 2008
Manatt, Phelps & Phillips, LLP 1985 - 2004
Skills
Banking Law, Corporate Governance, Securitization, Secured Transactions, Real Estate Transactions, Mortgage Banking, Compliance, Securities, AML
Education
University of Southern California 1978 — 1980
AB
University of Southern California 1977 — 1980
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Bank of America 2009 - Present
Countrywide Full Spectrum Lending 2006 - February 2010
Countrywide Full Spectrum Lending 2004 - 2006
Countrywide Full Spectrum Lending April 2002 - 2004
Sanli Pastore & Hill, Inc. 2000 - 2002
Skills
Financial Modeling, Mortgage Lending, Mortgage Banking, Banking, Process Improvement, Risk Management, Credit, Loans, Financial Analysis, Loan Origination, Leadership, Credit Analysis, Underwriting, Portfolio Management, Commercial Lending
Education
University of Southern California 1996 — 2000
BS, Finance
Bank of America April 2009 - Present
Bank of America April 2004 - Present
Deloitte Consulting January 1998 - November 2002
Deloitte Consulting January 1998 - November 2002
Deloitte Consulting January 1998 - November 2002
Duitch, Franklin & Company May 1995 - August 1996
Education
University of Southern California 1994 — 1997
BS, Accounting
McGladrey September 2014 - Present
Asian American Professional Association (AAPA) July 2010 - Present
Ascend 2009 - Present
PricewaterhouseCoopers 2000 - 2014
Sinostar Chemicals (USA) Inc. May 1997 - March 1999
K&F Group Inc. May 1994 - April 1997
Bank of America June 1991 - April 1994
Skills
International Tax, Corporate Tax, Tax, Tax Research, Tax Law, Income Tax, Financial Reporting, Accounting, Due Diligence, Business Planning, Mergers, Financial Analysis, Partnership Taxation, Strategic Financial..., Auditing, Internal Controls, Mergers & Acquisitions, SEC filings
Education
University of Southern California - Marshall School of Business 1999 — 2000
Master of Business Taxation
University of Southern California
BS, Finance
Bank of America October 2014 - Present
Bank of America June 2013 - October 2014
Bank of America March 2012 - June 2013
Bank of America June 2010 - February 2012
Huron Consulting Group April 2007 - June 2010
Greenberg Glusker June 2000 - August 2006
SNR Denton August 1998 - June 2000
PR Newswire July 1992 - August 1995
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Intellectual Property, Trials, Corporate Law, Legal Assistance, Mediation
Education
University of Southern California Law School 1995 — 1998
Doctor of Law (JD)
University of Southern California 1988 — 1992
BA, Journalism, History
Castor & Pollux Pet Works February 2009 - Present
Cantera November 2005 - February 2009
Bank of America 1996 - 1998
Skills
Financial Modeling, Financial Analysis
Education
University of Southern California 1991 — 1995
Bank of America August 2012 - Present
ADP January 2011 - Present
Indymac Bank 2001 - 2008
Indymac Bank, FSB 2001 - 2008
Indymac Bank 2000 - 2008
Indymac Bank 2000 - 2008
Skills
Banking, SDLC, Mortgage Lending, Business Analysis, Risk Management, Credit, Process Improvement, Loans, Mortgage Banking, Business Intelligence, Vendor Management, Portfolio Management, Project Management, Business Process..., Loan Origination, Leadership, Program Management, Strategic Planning, Credit Risk, Financial Services
Education
USC
Bachelor of Arts (B.A.), English Language and Literature/Letters
Plaza Bank April 2015 - Present
Banc of California May 2014 - March 2015
Union Bank July 2011 - May 2014
Community Bank November 2010 - July 2011
Bank of America July 2009 - November 2010
Lehman Brothers Bank March 2008 - July 2008
Lehman Brothers Bank May 2007 - March 2008
Lehman Brothers Bank February 2004 - May 2007
Lehman Brothers Bank October 2001 - February 2004
Education
University of Southern California 1991 — 1995
BS, Business Administration
Bank of America Merchant Services September 2014 - Present
Bank of America May 2012 - September 2014
Bank of America October 2010 - May 2012
Bank of America January 2009 - October 2010
Omni Residential Funding Inc. May 2002 - April 2008
Orlo of South Bay December 1996 - February 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Banking, Credit Risk, Financial Analysis, Process Improvement, Financial Risk, Relationship Management, Financial Services, Vendor Management, Business Analysis, Underwriting, Management, Loan Origination
Education
University of Southern California
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business
BS, Business Administration
University of Southern California - Marshall School of Business
Bachelor's degree, Greif Center for Entrepreneurial Studies
Bank of America November 2011 - Present
Bank of America July 2008 - November 2011
Countrywide Securities Corporation May 2007 - July 2008
Countrywide Securities Corporation January 2006 - May 2007
Countrywide Securities Corporation November 2004 - January 2006
KB Home Mortgage Company April 2001 - November 2004
Belkin July 1998 - April 2001
Education
University of Southern California 1994 — 1998
Bachelor, International Relations
Bank of America November 2001 - Present
The Walt Disney Company 2001 - 2001
Skills
Mortgage Banking, Residential Mortgages, Secondary Market, Mortgage Servicing, Loans, Capital Markets, Loan Origination, Mortgage Lending, Banking, Credit, Credit Analysis, Structured Finance, Commercial Lending, Credit Risk
Education
University of Southern California
MS, Business
GWR Co. 2002 - 2006
Bank of America May 1992 - August 1994
Security Pacific 1980 - 1994
Security Pacific National Bank 1980 - 1992
Security Pacific National Bank 1980 - 1992
Skills
Spanish, Banking, Editing, Loans, Public Speaking, Cross-functional Team..., Translation
Education
University of Southern California 1978 — 1980
MBA, International Finance
University of the Pacific 1972 — 1976
BA, Elbert Covell Interamerican Studies
Bank of America March 2011 - Present
Saxon Mortgage 2007 - 2008
Indy Mac Bank 2003 - 2007
American Cancer Society 2000 - 2003
Skills
Teamwork, Marketing, Sales, Outlook, Leadership, Business Development, Banking, Analysis, Business Analysis, Credit, Finance, Financial Analysis
Education
University of Southern California
B.S., Business Administration
CSC June 2000 - Present
Sempra Energy 1996 - 2000
Bank of America May 1987 - December 1995
Skills
Business Process, IT Strategy, IT Management, Requirements Analysis, Software Documentation, Integration, Testing, PMP, SDLC, Business Analysis, IT Service Management, Process Improvement, Analysis, Vendor Management, User Acceptance Testing, Project Planning, Requirements Gathering, Business Requirements, Documentation, ITIL, Service Delivery, IT Operations, Service-now.com
Education
University of Southern California 1977 — 1981
B.A, Business Administration
Bank of America
Education
University of Southern California 1989 — 1992
Juris Doctor (J.D.)
Yale University 1985 — 1989
Bachelor of Arts (B.A.), History, Cum Laude
Harris Newmark III, M.D., AMC December 1990 - Present
Bank of America 1984 - 1990
Skills
Administration, Microsoft Office, Word, Spreadsheets, Quickbooks, Supervisory Skills, Real Estate, Banking, Data Analysis, Statistics, QuickBooks, Microsoft Word, Office Management, Strategic Planning
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Real Estate, Finance
University of Southern California 1975 — 1978
MA, Social Psychology
University of Iowa 1971 — 1975
BS, Psychology
USC
MA, Psychology, Social Psychology
Pacific Arts Association January 2012 - Present
Dakota Creek Winery May 2009 - Present
Atlanta Committee for the Olympic Games March 1993 - December 1996
Bank of America July 1988 - February 1993
Los Angeles Olympic Organizing Committee June 1983 - September 1984
Skills
Marketing Strategy, Sponsorship, P&L Management, Negotiation, Team Building, Management, Nonprofits
Education
University of Southern California 1972 — 1976
BA, Psychology
Arcadia High School 1969 — 1972
U.C.L.A. Extension
Certificate in Personnel Mangement
Bank of America January 2007 - Present
WellPoint November 1998 - December 2004
State Farm Insurance November 1992 - November 1998
Borden Inc. December 1990 - November 1992
Grobstein & Company April 1988 - December 1990
Skills
Finance, Accounting, Budgets, Insurance, Financial Services, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Cash Management, Financial Modeling, Auditing, Banking, SEC filings, Strategic Financial..., Financial Accounting, Risk Management, General Ledger, Financial Audits, Corporate Finance
Education
University of Southern California
BS, Accounting
Bank of America May 2011 - Present
Bank of America August 2010 - April 2011
Pickford Escrow January 1997 - January 2009
Skills
Short Sales, Title Insurance, Investment Properties, Real Estate, Residential Homes, Escrow, 1031 Exchanges, REO, Foreclosures, Closings, DOC Licensed, Loan Documents, Tract Homes, FHA, Loans, Sellers
Education
USC
Real Estate Development
Pacific Western Bank November 2009 - April 2014
Burnham Pacific Properties Inc October 1996 - June 2001
Bank of America May 1992 - January 1994
Security Pacific National Bank November 1990 - April 1992
Union Bank September 1988 - November 1990
Education
University of Southern California 1964 — 1968
Bank of America January 2011 - Present
Bank of America June 2010 - August 2010
Skills
Java, Oracle, PL/SQL, C#, WPF, MVVM, Prism, Databases, SQL, Architecture, C++, C, Python
Education
University of Southern California 2009 — 2010
Masters, Computer Science
Amazon December 2010 - Present
Bank of America June 1978 - October 2005
Skills
Online Advertising, E-commerce, Analytics, User Experience, Web Analytics, Digital Media, Social Media, SEM, Content Management, Google Analytics
Education
University of Southern California 1974 — 1978
Bachelor of Fine Arts (BFA), Photography/painting/sculpture/
Alexander Hamilton H.S. 1972 — 1974
Bank of America July 2014 - Present
OneWest Bank October 2007 - February 2013
Wells Fargo Bank August 2004 - June 2006
Wells Fargo Bank August 2000 - August 2004
Skills
Cash Management, Consumer Lending, Retail Banking, Mortgage Banking, Deposits, Banking, Credit, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Portfolio Management, Credit Analysis, Mortgage Lending, Loan Origination, Credit Risk, Lines Of Credit, Cross Selling
Education
University of Southern California 1980 — 1984
Real Estate Finance
University of Southern California
Arts Academy of Spokane July 2015 - Present
Child Care Resource Center May 2013 - February 2014
CCG, LLC February 2011 - May 2013
California Credits Group, LLC August 2002 - March 2007
American Mortgage Capital October 1997 - February 1999
Bank of America September 1994 - December 1997
Skills
Wellness, Nutrition, Microsoft Office, Quality Assurance, Multi Tasking, Highly detail oriented, Clerical Skills, Customer Oriented, Program Management, Project Management, Research, QuickBooks, Data Entry, Software Documentation, Auditing, Customer Service, Training, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Marketing, Team Building, Leadership, Strategic Planning, Nonprofits, PowerPoint, Social Networking, Event Planning, New Business Development, Community Outreach, Fundraising, Marketing Strategy, Administrative...
Education
University of Southern California 1997 — 2002
Bachelors, Elementary Education and Teaching
Deutsche Bank 2010 - Present
Barclays 2006 - 2010
HSBC 2003 - 2006
Bank of America 1994 - 2003
Skills
Fixed Income, Derivatives, Valuation, Investment Banking, Equities, Structured Products, Capital Markets, Options, Financial Structuring, FX Options, Swaps, Interest Rate..., Risk Management, Market Risk, Credit Derivatives
Education
University of Southern California
Bachelor of Science (BS)
Bank of America September 2011 - Present
Bank of America March 2006 - August 2011
Skills
SDLC, PMO, Vendor Management, Project Portfolio..., PMP, Business Analysis, Software Project..., Risk Management, Program Management, Banking, Visio, Requirements Analysis, Process Improvement, Project Delivery, Project Management, Agile Project Management, Requirements Gathering, Agile Methodologies, MS Project, Business Requirements
Education
University of Southern California
Bachelor of Science (B.S.), Finance, General
Bank of America 1987 - Present
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Risk Management
Education
University of Southern California 1981 — 1984
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Banc of California June 2015 - Present
Mega Capital Funding Inc January 2015 - June 2015
Bank of America March 2014 - December 2014
Bank of America October 2008 - February 2014
Countrywide Home Loans June 2006 - September 2008
Metrocities Mortgage August 2005 - June 2006
Skills
Mortgage Underwriting, Management, Investment Properties, REO, Investors, FHA, Real Estate Transactions, Real Estate, Underwriting, Mortgage Lending, Risk Management, Credit Risk, Credit Analysis, Mortgage Industry, Mortgage Fraud, FNMA, FHLMC, Real Estate Financing
Education
University of Southern California 1997 — 2000
Bachelor's Degree, Business Administration
Bank of America November 2011 - Present
Kurtzman Carson Consultants LLC March 2008 - August 2010
Extra Mile Notary November 2000 - December 2007
Skills
Bankruptcy, Family Law
Education
University of West Los Angeles 1998 — 2001
BS, Paralegal Studies
University of Southern California 1986 — 1990
Psychology
Bank of America January 2002 - Present
Education
University of Southern California 2000 — 2002
MBA, Investment banking
Randstad Professionals March 2015 - August 2015
Live Nation November 2013 - June 2014
Metrolink October 2012 - May 2013
University of Southern California July 2004 - December 2011
University of Southern California July 1994 - June 2004
University of Southern California April 1994 - June 1994
Bank of America March 1992 - December 1993
Security Pacific National Bank June 1989 - February 1992
Security Pacific National Bank April 1988 - May 1989
Security Pacific National Bank January 1987 - April 1988
Skills
Risk Management, Finance, Valuation, Banking, Financial Modeling, Cash Management, Fixed Income, Financial Analysis, Corporate Finance, Accounting, Investments, Program Management, Forecasting, Management, Treasury Management, Financial Accounting, Strategic Planning, Payments, Cash Flow, Financial Services, Internal Controls, Auditing, Treasury, Training, Portfolio Management, Strategic Financial..., Financial Statements, Insurance, Financial Reporting, Credit, Credit Analysis
Education
University of Southern California 1981 — 1985
Bachelor of Arts (BA), Communication, Arts and Sciences
Yung Architects 2006 - Present
City National Bank 2001 - 2003
Union Bank 1989 - 2001
Bank of America 1985 - 1989
Skills
Commercial Banking, Accounting for Small..., Managing Small Business..., Customer Service, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Project Management, Financial Analysis, Risk Management, Credit, Teamwork, Loans, Research
Education
USC
BS, BUAD
Bank of America September 2012 - January 2014
Warner Bros. Entertainment Group of Companies 2007 - September 2012
Union Bank 2004 - 2006
Southern California Edison 2001 - 2003
Kaiser Permanente 1997 - 2001
Skills
Business Analysis, Data Analysis, Business Intelligence, Data Warehousing, Integration, SQL, Analysis, Access, Data Modeling, Project Management, SDLC
Education
University of Southern California
BA, Sociology
Bank of America November 2010 - Present
SMCI - contracted to Amgen, Inc. December 2008 - April 2010
Countrywide Home Loans September 2003 - May 2008
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Project Management, Microsoft Project, Visio, Program Management, Analytical..., Statistical Process..., Organizational..., Team Building, Business Analysis, Process Improvement, Risk Management, Change Management, MS Project, Management, Research, Analysis, Banking, Data Analysis, Project Planning, Software Documentation, Troubleshooting, SPC, Vendor Management, Leadership
Education
PMI
PMP - Project Management Professional
St. Mary's Academy
High School, College Prepatory
USC
Bachelors of Science, Public Administration, Magna cum Laude
USC
Masters Degree, Public Administration
Wells Fargo November 2013 - Present
Bank of America March 2009 - November 2013
Intercoastal Funding Corporation August 2000 - March 2009
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Single Family Homes, VA loans, Refinance, FHA financing
Education
University of Southern California
Bachelor's degree, Public Administration
Arch MI July 2014 - Present
Bank of America November 2012 - July 2014
Bank of America April 2010 - November 2012
CollecTons November 2007 - September 2009
Indymac Bank May 2006 - October 2007
Indymac Bank August 2005 - May 2006
Indymac Bank April 2004 - July 2005
Indymac Bank July 2003 - March 2004
Indymac Bank January 2003 - June 2003
Education
University of Southern California 1995 — 2001
Bachelor of Arts (B.A.), Mathematics and Philosophy