Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Jerrod Gerstner Jerrod Gerstner's Bank of America Experience September 2010 - Present
Job Operational Risk Manager at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Bank of America November 2003 - August 2010
Bank of America March 2000 - October 2003
Bank of America November 1998 - February 2000
Bank of America May 1997 - October 1998
Commerce Bank January 1993 - April 1997
Skills
Operational Risk, Compliance, Six Sigma, Project Management, Branch Banking, Process Improvement, Securities License, Risk Assessment, Loans, Retail Banking, Credit Cards, Commercial Banking, Insurance, Operational Risk..., Financial Services, Leadership, Financial Risk, Portfolio Management, Change Management, Risk Management, AML, Mortgage Lending, Banking, Credit Risk, Enterprise Risk..., Credit, Mortgage Banking, Consumer Lending, Relationship Management, Fraud, Commercial Lending
Education
MidAmerica Nazarene University 1994 — 1995
Masters of Business Administration
Kansas State University 1988 — 1991
Bachelor of Science, Marketing
Colby Community College 1986 — 1988
Associate, Radio
Bank of America September 2010 - Present
Bank of America November 2003 - August 2010
Bank of America March 2000 - October 2003
Bank of America November 1998 - February 2000
Bank of America May 1997 - October 1998
Commerce Bank January 1993 - April 1997
Skills
Operational Risk, Compliance, Six Sigma, Project Management, Branch Banking, Process Improvement, Securities License, Risk Assessment, Loans, Retail Banking, Credit Cards, Commercial Banking, Insurance, Operational Risk..., Financial Services, Leadership, Financial Risk, Portfolio Management, Change Management, Risk Management, AML, Mortgage Lending, Banking, Credit Risk, Enterprise Risk..., Credit, Mortgage Banking, Consumer Lending, Relationship Management, Fraud, Commercial Lending
Education
MidAmerica Nazarene University 1994 — 1995
Masters of Business Administration
Kansas State University 1988 — 1991
Bachelor of Science, Marketing
Colby Community College 1986 — 1988
Associate, Radio
Christopher Ekpo Christopher Ekpo's Bank of America Experience June 2012 - Present
Job Officer; Service to Sales Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - Present
Skills
Team Leadership, Social Media, Salesforce.com, Sales, Research, Public Speaking, Microsoft Office, Microsoft Excel, Management, Leadership, Investments, Fundraising, Event Planning, Fixed Income, Customer Service, Data Analysis, Credit Cards, Customer Satisfaction
Education
Colgate University 2005 — 2009
BA
Bank of America June 2012 - Present
Skills
Team Leadership, Social Media, Salesforce.com, Sales, Research, Public Speaking, Microsoft Office, Microsoft Excel, Management, Leadership, Investments, Fundraising, Event Planning, Fixed Income, Customer Service, Data Analysis, Credit Cards, Customer Satisfaction
Education
Colgate University 2005 — 2009
BA
William B Williamson William B Williamson's Bank of America Experience June 2012 - Present
Job Market PresidentMaineBank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America January 2004 - Present
Fleet Bank March 1991 - January 2004
SunTrust Bank June 1990 - March 1991
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Relationship Management, Credit Analysis, Portfolio Management, Customer Service, Risk Management, Credit Risk, Financial Services, Mortgage Banking, Credit Cards
Education
Colby College 1967 — 1971
Bachelor of Arts (B.A.), English
Phillips Academy Andover, Mass 1963 — 1967
Bank of America June 2012 - Present
Bank of America January 2004 - Present
Fleet Bank March 1991 - January 2004
SunTrust Bank June 1990 - March 1991
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Relationship Management, Credit Analysis, Portfolio Management, Customer Service, Risk Management, Credit Risk, Financial Services, Mortgage Banking, Credit Cards
Education
Colby College 1967 — 1971
Bachelor of Arts (B.A.), English
Phillips Academy Andover, Mass 1963 — 1967
Douglas King Douglas King's Bank of America Experience October 2009 - January 2011
Job President & CEO at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2013 - Present
Cetera Advisor Networks LLC April 2012 - February 2013
Bank of America October 2009 - January 2011
Merrill Lynch July 1995 - January 2011
Merrill Lynch July 1986 - June 1995
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Management, Risk Management, Finance, Insurance, Equities, Team Building, Business Strategy, Sales Management, Management, Estate Planning, Business Planning, Banking, Public Speaking, Customer Service, Mutual Funds, Budgets, Coaching, Financial Planning, Leadership Development, Credit, Asset Managment, Change Management, Marketing Strategy, New Business Development, Project Planning, Negotiation, Fundraising, Hedge Funds, Series 63, Alternative Investments, FINRA, Nonprofits, Mergers & Acquisitions
Education
Carlson School of Management, University of Minnesota
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Management
College for Financial Planning 1986 — 1989
CFP, Certified Financial Planner
Cetera Advisor Networks LLC March 2013 - Present
Cetera Advisor Networks LLC April 2012 - February 2013
Bank of America October 2009 - January 2011
Merrill Lynch July 1995 - January 2011
Merrill Lynch July 1986 - June 1995
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Management, Risk Management, Finance, Insurance, Equities, Team Building, Business Strategy, Sales Management, Management, Estate Planning, Business Planning, Banking, Public Speaking, Customer Service, Mutual Funds, Budgets, Coaching, Financial Planning, Leadership Development, Credit, Asset Managment, Change Management, Marketing Strategy, New Business Development, Project Planning, Negotiation, Fundraising, Hedge Funds, Series 63, Alternative Investments, FINRA, Nonprofits, Mergers & Acquisitions
Education
Carlson School of Management, University of Minnesota
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Management
College for Financial Planning 1986 — 1989
CFP, Certified Financial Planner
Cupp F. Nguyen, CTFA, CFP(R) Cupp F. Nguyen, CTFA, CFP(R)'s Bank of America Experience 1992 - 1999
Job Vice President, Wealth Management, The Northern Trust Company
Industry Financial Services
Experience
Northern Trust March 2008 - Present
The Northern Trust Company March 2008 - Present
Essex County Estate Planning Council 2011 - 2011
Boston Estate Planning Council 1995 - 2011
Loring, Wolcott & Coolidge Family Office 2005 - 2008
Choate, Hall & Stewart 1999 - 2004
Bank of America 1992 - 1999
Skills
Wealth Management, Estate Planning, Trust Services, Trusts, High Net Worth..., Private Banking, Finance, Financial Planners, Investment Management, Asset Allocation, Financial Planning, Securities
Education
College for Financial Planning
CFP, Certified Financial Planner
National Graduate Trust School
CTFA, Graduate Level of Trust School
National Trust School
CTFA, Certified Trust & Financial Advisor Certification
Northeastern University
BSBA, Finance
Northern Trust March 2008 - Present
The Northern Trust Company March 2008 - Present
Essex County Estate Planning Council 2011 - 2011
Boston Estate Planning Council 1995 - 2011
Loring, Wolcott & Coolidge Family Office 2005 - 2008
Choate, Hall & Stewart 1999 - 2004
Bank of America 1992 - 1999
Skills
Wealth Management, Estate Planning, Trust Services, Trusts, High Net Worth..., Private Banking, Finance, Financial Planners, Investment Management, Asset Allocation, Financial Planning, Securities
Education
College for Financial Planning
CFP, Certified Financial Planner
National Graduate Trust School
CTFA, Graduate Level of Trust School
National Trust School
CTFA, Certified Trust & Financial Advisor Certification
Northeastern University
BSBA, Finance
Arjun Mehra Arjun Mehra's Bank of America Experience 2009 - 2012
Job Equity Derivatives Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
AMI-Partners 2003 - 2006
Skills
Equity Derivatives, Equity Valuation, Asset Allocation, Investment Management, Quantitative Finance, Microsoft Excel, Option Valuation, Options Strategies, Index Options, Stock Picking, Option Pricing Models, C++ Language, Modern Portfolio Theory, Dynamic Asset Allocation, Global Tactical Asset..., Statistics, Bloomberg, Series 4, Series 7, Series 63, Series 86, Series 87, Capital Markets, Equity Research, Financial Modeling, Trading, Derivatives, Equities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Colgate University 1999 — 2003
BA, Mathematics and Computer Science
La Martiniere for Boys High School 1987 — 1999
J.P. Morgan 2013 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
AMI-Partners 2003 - 2006
Skills
Equity Derivatives, Equity Valuation, Asset Allocation, Investment Management, Quantitative Finance, Microsoft Excel, Option Valuation, Options Strategies, Index Options, Stock Picking, Option Pricing Models, C++ Language, Modern Portfolio Theory, Dynamic Asset Allocation, Global Tactical Asset..., Statistics, Bloomberg, Series 4, Series 7, Series 63, Series 86, Series 87, Capital Markets, Equity Research, Financial Modeling, Trading, Derivatives, Equities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Colgate University 1999 — 2003
BA, Mathematics and Computer Science
La Martiniere for Boys High School 1987 — 1999
Rick Calley's Bank of America Experience February 1997 - February 2000
Job US Environmental Compliance Coordinator
Industry Oil & Energy
Experience
Trican Well Service, LP August 2011 - Present
Environmental Solutions July 2010 - July 2011
Titan Engineering March 2010 - June 2010
Shaw Environmental January 2009 - February 2010
Verizon July 2000 - December 2008
Southwest Brewing News 1998 - 2001
Bank of America February 1997 - February 2000
Bank of America December 1993 - February 1997
Applied Earth Sciences December 1991 - December 1993
Halff Associates February 1990 - December 1991
Skills
Environmental Compliance, Technical Writing, Environmental Project..., Training & Development, Environmental Issues, Facility Audits, Emergency Management, Site Remediation, PowerPoint, Mentoring, Environmental, Environmental Training, Due Diligence, Regulatory Liaison, Environmental Awareness, Environmental..., Groundwater, Hazardous Waste..., Auditing, Employee Training, Regulations, Project Management, Remediation, Environmental Education, Environmental Impact..., Waste, Environmental Policy, Soil, Water, Environmental..., Environmental Consulting, RCRA, Oilfield, Training Delivery, Environmental Auditing, Spill Prevention, Storm Water Pollution..., Permit Compliance, Waste Characterization, Site Closure, Emergency Spill Response, Energy, Risk Assessment, Environmental..., Waste Management, Safety Management..., EHS, Supervisory Skills, Hazardous Materials, HAZWOPER
Education
Colgate University 1976 — 1980
Bachelors of Art, Geology; Environmental Industry
Trican Well Service, LP August 2011 - Present
Environmental Solutions July 2010 - July 2011
Titan Engineering March 2010 - June 2010
Shaw Environmental January 2009 - February 2010
Verizon July 2000 - December 2008
Southwest Brewing News 1998 - 2001
Bank of America February 1997 - February 2000
Bank of America December 1993 - February 1997
Applied Earth Sciences December 1991 - December 1993
Halff Associates February 1990 - December 1991
Skills
Environmental Compliance, Technical Writing, Environmental Project..., Training & Development, Environmental Issues, Facility Audits, Emergency Management, Site Remediation, PowerPoint, Mentoring, Environmental, Environmental Training, Due Diligence, Regulatory Liaison, Environmental Awareness, Environmental..., Groundwater, Hazardous Waste..., Auditing, Employee Training, Regulations, Project Management, Remediation, Environmental Education, Environmental Impact..., Waste, Environmental Policy, Soil, Water, Environmental..., Environmental Consulting, RCRA, Oilfield, Training Delivery, Environmental Auditing, Spill Prevention, Storm Water Pollution..., Permit Compliance, Waste Characterization, Site Closure, Emergency Spill Response, Energy, Risk Assessment, Environmental..., Waste Management, Safety Management..., EHS, Supervisory Skills, Hazardous Materials, HAZWOPER
Education
Colgate University 1976 — 1980
Bachelors of Art, Geology; Environmental Industry
Bob Romeo Bob Romeo's Bank of America Experience August 2002 - December 2005
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Niagara University 2013 - July 2014
Northwest Savings Bank September 2012 - March 2014
First Niagara Bank December 2005 - September 2012
Bank of America August 2002 - December 2005
M&T Bank 1997 - 2002
Medaille College August 1995 - April 1998
Citibank 1992 - 1993
Skills
Investments
Education
Leadership Buffalo 2003 — 2003
Certificate
College for Financial Planning 2000 — 2002
Master of Science (M.S.), Financial Planning, 4.0
University at Buffalo 1980 — 1983
Bachelor of Arts (B.A.), Geography/International Trade and Business
Suffolk County Community College 1978 — 1980
A.A., Liberal Arts
TIAA-CREF June 2014 - Present
Niagara University 2013 - July 2014
Northwest Savings Bank September 2012 - March 2014
First Niagara Bank December 2005 - September 2012
Bank of America August 2002 - December 2005
M&T Bank 1997 - 2002
Medaille College August 1995 - April 1998
Citibank 1992 - 1993
Skills
Investments
Education
Leadership Buffalo 2003 — 2003
Certificate
College for Financial Planning 2000 — 2002
Master of Science (M.S.), Financial Planning, 4.0
University at Buffalo 1980 — 1983
Bachelor of Arts (B.A.), Geography/International Trade and Business
Suffolk County Community College 1978 — 1980
A.A., Liberal Arts
Jeffrey Martin, Esq.'s Bank of America Experience June 2012 - January 2013
Job Assistant Vice President Customer Correspondence at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group March 2014 - Present
RoundPoint Financial Group May 2013 - March 2014
PartnerJD February 2013 - May 2013
Bank of America June 2012 - January 2013
Nelson Mullins June 2011 - June 2012
Husqvarna February 2011 - May 2011
Husqvarna June 2010 - November 2010
Wells Fargo Home Mortgage January 2010 - October 2010
Charlotte School of Law June 2010 - August 2010
United States Attorney's Office September 2009 - November 2009
Skills
MS Project, Six Sigma, MS Office Suite, Westlaw, Calyx, Secondary Sources, Minitab, Research, Microsoft Office, Real Estate, Legal Writing, Legal Compliance, Mortgage Lending, Litigation, Training, Negotiation, Finance, Policy, Management, Legal Research, Bankruptcy, Courts, Leadership, Banking, Analysis, Strategy, Sales, Process Improvement, Loans, Credit
Education
Charlotte School of Law 2008 — 2010
JD, Law
Colgate University 1997 — 2001
Bachelor of Arts, History and Philosophy
RoundPoint Financial Group March 2014 - Present
RoundPoint Financial Group May 2013 - March 2014
PartnerJD February 2013 - May 2013
Bank of America June 2012 - January 2013
Nelson Mullins June 2011 - June 2012
Husqvarna February 2011 - May 2011
Husqvarna June 2010 - November 2010
Wells Fargo Home Mortgage January 2010 - October 2010
Charlotte School of Law June 2010 - August 2010
United States Attorney's Office September 2009 - November 2009
Skills
MS Project, Six Sigma, MS Office Suite, Westlaw, Calyx, Secondary Sources, Minitab, Research, Microsoft Office, Real Estate, Legal Writing, Legal Compliance, Mortgage Lending, Litigation, Training, Negotiation, Finance, Policy, Management, Legal Research, Bankruptcy, Courts, Leadership, Banking, Analysis, Strategy, Sales, Process Improvement, Loans, Credit
Education
Charlotte School of Law 2008 — 2010
JD, Law
Colgate University 1997 — 2001
Bachelor of Arts, History and Philosophy
Joe Palermo, CPA, CFP® Joe Palermo, CPA, CFP®'s Bank of America Experience 2010 - 2012
Job Managing Director, Controller at Babson Capital Finance
Industry Financial Services
Experience
Babson Capital Finance 2014 - Present
Consulting 2013 - 2014
Bank of America 2010 - 2012
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1994 - 1998
Skills
Banking, Financial Analysis, Forecasting, Cash Management, Loans, Credit, Financial Reporting, Internal Controls, Risk Management, Personal Financial..., Strategic Planning, Management Reporting, Business Unit Controller, Investments Analysis, Dodd-Frank, Corporate Finance, Basel III, Stress Testing, Financial Modeling, Budgeting, Business Strategy, P&L Management, Insurance, Education Planning, Retirement Planning, Project Management, Mergers and Acquisitions, Investor Relations, Regulatory/SEC Reporting, Payments, GAAP, Capital, Competetive Analysis, Benchmarking, Balanced Scorecard, Merchant Services, Activity Based Costing, Business Continuity, Expense Management, Portfolio Management, Budgets, Financial Risk, Mergers & Acquisitions, Executive Management, Due Diligence, Management, Hyperion
Education
University of South Florida
BS, Accounting
College for Financial Planning
Certified Financial Planner, Wealth and Retirement Planning, Budgeting and Taxes, Investments, Insurance, Education Savings
Babson Capital Finance 2014 - Present
Consulting 2013 - 2014
Bank of America 2010 - 2012
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1994 - 1998
Skills
Banking, Financial Analysis, Forecasting, Cash Management, Loans, Credit, Financial Reporting, Internal Controls, Risk Management, Personal Financial..., Strategic Planning, Management Reporting, Business Unit Controller, Investments Analysis, Dodd-Frank, Corporate Finance, Basel III, Stress Testing, Financial Modeling, Budgeting, Business Strategy, P&L Management, Insurance, Education Planning, Retirement Planning, Project Management, Mergers and Acquisitions, Investor Relations, Regulatory/SEC Reporting, Payments, GAAP, Capital, Competetive Analysis, Benchmarking, Balanced Scorecard, Merchant Services, Activity Based Costing, Business Continuity, Expense Management, Portfolio Management, Budgets, Financial Risk, Mergers & Acquisitions, Executive Management, Due Diligence, Management, Hyperion
Education
University of South Florida
BS, Accounting
College for Financial Planning
Certified Financial Planner, Wealth and Retirement Planning, Budgeting and Taxes, Investments, Insurance, Education Savings
Kevin Ryan, CPA CFP CTFA Kevin Ryan, CPA CFP CTFA's Bank of America Experience January 1994 - April 2004
Job Senior Vice President, Wealth Strategist, BBVA
Industry Banking
Experience
BBVA Global Wealth January 2013 - Present
Bank of America Merrill Lynch Global Wealth Management November 2010 - December 2012
SunTrust May 2004 - March 2010
Bank of America January 1994 - April 2004
The Hearst Corporation July 1991 - October 1993
FIRST CITIZENS BANK & TRUST COMPANY July 1987 - February 1991
CHASE MANHATTAN BANK June 1984 - June 1987
BBC Sparta August 1982 - April 1984
Skills
Project Management, Financial Planning, Estate Planning, Financial Analysis, Financial Reporting, Investment Banking, Banking, Training, Problem Solving, Wealth Management, Wealth Preservation..., Multi-generational..., Strategic Financial..., Finance, Structured Finance, Personal Finance, College Basketball, Basketball Coaching, Songwriting, Commercial Lending, High Net Worth..., Legacy Giving, Estate Tax Planning, Accounting, Financial Accounting, International Relations, Communication Skills, Loans, Private Banking, Mortgage Banking, Strategic Planning, Education, Capital Markets, Curriculum Design, Risk Management, Credit Derivatives, Fixed Income, Project Planning, Project Coordination, Project Finance, Project Delivery, Foreign Relations, Family Business, Financial Advisory, Investment Strategies, Wealth Management...
Education
Colgate University 1979 — 1982
BA, Economics
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
Master of Business Administration (MBA), Business
Keller Graduate School of Management of DeVry University 2009 — 2010
MAFM, Accounting
Fordham University
Worcester Academy 1976 — 1977
High School
Calhoun 1974 — 1976
High School
BBVA Global Wealth January 2013 - Present
Bank of America Merrill Lynch Global Wealth Management November 2010 - December 2012
SunTrust May 2004 - March 2010
Bank of America January 1994 - April 2004
The Hearst Corporation July 1991 - October 1993
FIRST CITIZENS BANK & TRUST COMPANY July 1987 - February 1991
CHASE MANHATTAN BANK June 1984 - June 1987
BBC Sparta August 1982 - April 1984
Skills
Project Management, Financial Planning, Estate Planning, Financial Analysis, Financial Reporting, Investment Banking, Banking, Training, Problem Solving, Wealth Management, Wealth Preservation..., Multi-generational..., Strategic Financial..., Finance, Structured Finance, Personal Finance, College Basketball, Basketball Coaching, Songwriting, Commercial Lending, High Net Worth..., Legacy Giving, Estate Tax Planning, Accounting, Financial Accounting, International Relations, Communication Skills, Loans, Private Banking, Mortgage Banking, Strategic Planning, Education, Capital Markets, Curriculum Design, Risk Management, Credit Derivatives, Fixed Income, Project Planning, Project Coordination, Project Finance, Project Delivery, Foreign Relations, Family Business, Financial Advisory, Investment Strategies, Wealth Management...
Education
Colgate University 1979 — 1982
BA, Economics
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
Master of Business Administration (MBA), Business
Keller Graduate School of Management of DeVry University 2009 — 2010
MAFM, Accounting
Fordham University
Worcester Academy 1976 — 1977
High School
Calhoun 1974 — 1976
High School
Andrea Pilotte Andrea Pilotte's Bank of America Experience August 1999 - January 2010
Job Manager at athenahealth
Industry Hospital & Health Care
Experience
athenahealth January 2010 - Present
Bank of America August 1999 - January 2010
Skills
Management, Process Improvement, Healthcare Information..., Healthcare, Business Analysis, Customer Service, Project Management, HIPAA, Access, Vendor Management, Call Centers
Education
Colby Sawyer College
UMF
athenahealth January 2010 - Present
Bank of America August 1999 - January 2010
Skills
Management, Process Improvement, Healthcare Information..., Healthcare, Business Analysis, Customer Service, Project Management, HIPAA, Access, Vendor Management, Call Centers
Education
Colby Sawyer College
UMF
Hyun Jordan's Bank of America Experience October 2011 - September 2014
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
Bank of America October 2011 - September 2014
Verizon Wireless March 2008 - October 2011
Skills
Banking, Customer Satisfaction, Wireless, Retail Banking, Sales, Microsoft Office, Customer Experience, Credit, Customer Service, Retail, Team Leadership, Finance, Cross Selling, Relationship Management, Consumer Lending, Credit Cards, Deposits, Financial Services, Branch Banking, Time Management, Cold Calling, Marketing, Solution Selling, Sales Management, Telecommunications, Financial Analysis, Sales Process, Strategic Planning, Public Speaking, Sales Operations
Education
College for Financial Planning 2015 — 2018
Master's degree, Certified Financial Planner
Liberty University 2010 — 2014
Master's degree, Management & Leadership
Lynchburg College 2005 — 2008
Bachelor of Science (B.S.), Computer Science
Merrill Lynch September 2014 - Present
Bank of America October 2011 - September 2014
Verizon Wireless March 2008 - October 2011
Skills
Banking, Customer Satisfaction, Wireless, Retail Banking, Sales, Microsoft Office, Customer Experience, Credit, Customer Service, Retail, Team Leadership, Finance, Cross Selling, Relationship Management, Consumer Lending, Credit Cards, Deposits, Financial Services, Branch Banking, Time Management, Cold Calling, Marketing, Solution Selling, Sales Management, Telecommunications, Financial Analysis, Sales Process, Strategic Planning, Public Speaking, Sales Operations
Education
College for Financial Planning 2015 — 2018
Master's degree, Certified Financial Planner
Liberty University 2010 — 2014
Master's degree, Management & Leadership
Lynchburg College 2005 — 2008
Bachelor of Science (B.S.), Computer Science
Corey McEachern Corey McEachern's Bank of America Experience March 2000 - August 2001
Job Graduate Student Law and Public Policy
Industry Public Policy
Experience
DePaul University July 2015 - Present
Peace Corps September 2011 - November 2013
City of Virginia Beach Parks and Recreation June 2009 - March 2010
City of Virginia Beach Public School October 2005 - June 2008
Advanced Technology Institute September 2003 - June 2005
City of Virginia Beach Commissioner of the Revenue's Office September 2001 - September 2003
American Express June 2001 - October 2001
Bank of America March 2000 - August 2001
RadioShack August 1998 - February 2000
United States Marine Corps June 1994 - July 1998
Skills
Teaching, Public Speaking, Research, Outlook, Strategic Planning, PowerPoint, English, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Photoshop, HTML, Investments, Finance, Data Analysis, Structural Analysis, Financial Structuring, Organizational Structure, Leadership Development, Organizational..., Communication, Leadership, Ideas Development, New Product Ideas, Community Empowerment, Community Building, Community Development, Organization Skills, Organizational Culture, Cultural Diversity, Cultural Analysis, Cultural Sensitivity, Knowledge Sharing, Education, Educational Leadership, Motivational Speaking, Performance Motivation, Adaptive Leadership, Public Policy, Team Building, Team Leadership, Team Management, Organizational Learning, Critical Thinking, Writing, Quantitative Analytics, Articulate Presenter
Education
DePaul University 2015 — 2017
Masters of Public Service (MPS), Leadership and Policy Studies
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate, Volunteers In Transition
Virginia Wesleyan College 1998 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
College for Financial Planning 1996 — 1998
Certificate, Financial Planning and Services
John hardin High School
North Hardin High School
DePaul University July 2015 - Present
Peace Corps September 2011 - November 2013
City of Virginia Beach Parks and Recreation June 2009 - March 2010
City of Virginia Beach Public School October 2005 - June 2008
Advanced Technology Institute September 2003 - June 2005
City of Virginia Beach Commissioner of the Revenue's Office September 2001 - September 2003
American Express June 2001 - October 2001
Bank of America March 2000 - August 2001
RadioShack August 1998 - February 2000
United States Marine Corps June 1994 - July 1998
Skills
Teaching, Public Speaking, Research, Outlook, Strategic Planning, PowerPoint, English, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Photoshop, HTML, Investments, Finance, Data Analysis, Structural Analysis, Financial Structuring, Organizational Structure, Leadership Development, Organizational..., Communication, Leadership, Ideas Development, New Product Ideas, Community Empowerment, Community Building, Community Development, Organization Skills, Organizational Culture, Cultural Diversity, Cultural Analysis, Cultural Sensitivity, Knowledge Sharing, Education, Educational Leadership, Motivational Speaking, Performance Motivation, Adaptive Leadership, Public Policy, Team Building, Team Leadership, Team Management, Organizational Learning, Critical Thinking, Writing, Quantitative Analytics, Articulate Presenter
Education
DePaul University 2015 — 2017
Masters of Public Service (MPS), Leadership and Policy Studies
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate, Volunteers In Transition
Virginia Wesleyan College 1998 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
College for Financial Planning 1996 — 1998
Certificate, Financial Planning and Services
John hardin High School
North Hardin High School
Chris Draughon, CFP® Chris Draughon, CFP®'s Bank of America Experience 1990 - 1999
Job Director of Financial Planning at First Coast Wealth Advisors, LLC
Industry Financial Services
Experience
First Coast Wealth Advisors August 2012 - Present
Edward Jones April 2008 - August 2012
Bank of America 1990 - 1999
Skills
Retirement Planning, Wealth, Financial Goals, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 2010 — 2011
Personal Financial Planning
University of North Florida
Bachelor of Business Administration (BBA)
First Coast Wealth Advisors August 2012 - Present
Edward Jones April 2008 - August 2012
Bank of America 1990 - 1999
Skills
Retirement Planning, Wealth, Financial Goals, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 2010 — 2011
Personal Financial Planning
University of North Florida
Bachelor of Business Administration (BBA)
Donald Hartmann Donald Hartmann's Bank of America Experience June 1978 - April 1995
Job Banking Professional
Industry Banking
Experience
Monterey County Bank March 2015 - Present
Redwood Capital Bank September 2007 - November 2014
Mid-State Bank & Trust August 2004 - October 2006
Millennium Bank April 2000 - July 2004
Wells Fargo Bank May 1995 - December 1999
Bank of America June 1978 - April 1995
Skills
Risk Management, Commercial Banking, Business Planning, Credit, Financial Analysis, Loans, Portfolio Management, Capital Markets, Banking, Relationship Management, Credit Risk, Corporate Finance, Credit Analysis, Leadership, CRM, Strategic Planning, Management, Commercial Lending, Analysis, Start-ups, Underwriting, Investments, Sales
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance, Accounting & Marketing
Colgate University 1972 — 1975
B.A., English
Monterey County Bank March 2015 - Present
Redwood Capital Bank September 2007 - November 2014
Mid-State Bank & Trust August 2004 - October 2006
Millennium Bank April 2000 - July 2004
Wells Fargo Bank May 1995 - December 1999
Bank of America June 1978 - April 1995
Skills
Risk Management, Commercial Banking, Business Planning, Credit, Financial Analysis, Loans, Portfolio Management, Capital Markets, Banking, Relationship Management, Credit Risk, Corporate Finance, Credit Analysis, Leadership, CRM, Strategic Planning, Management, Commercial Lending, Analysis, Start-ups, Underwriting, Investments, Sales
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance, Accounting & Marketing
Colgate University 1972 — 1975
B.A., English
William J. Manning's Bank of America Experience July 2012 - August 2012
Job Eagle Television Sales Assistant at Katz Media Group
Industry
Experience
Katz Media Group October 2013 - Present
Yext July 2013 - September 2013
Bank of America July 2012 - August 2012
United Lacrosse Camps May 2008 - August 2012
Millon Lacrosse Camps January 2007 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, SBMS, Photoshop, Facebook, Analytics, Google Analytics, Google Docs, Google Apps
Education
Colgate University 2009 — 2013
Bachelor of Arts, History
Westminster School 2008 — 2009
Post-Graduate Student
Garden City High School
Katz Media Group October 2013 - Present
Yext July 2013 - September 2013
Bank of America July 2012 - August 2012
United Lacrosse Camps May 2008 - August 2012
Millon Lacrosse Camps January 2007 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, SBMS, Photoshop, Facebook, Analytics, Google Analytics, Google Docs, Google Apps
Education
Colgate University 2009 — 2013
Bachelor of Arts, History
Westminster School 2008 — 2009
Post-Graduate Student
Garden City High School
Rich Wagenknecht Rich Wagenknecht's Bank of America Experience March 1995 - Present
Job SVP, Process Design Executive at Bank of America
Industry Banking
Experience
Bank of America March 1995 - Present
Bank of America March 1995 - February 2012
Skills
Banking, Credit Cards, Commercial Banking, Risk Management, Credit, Loans, Portfolio Management, Process Improvement, Financial Services, Strategic Planning, Call Centers
Education
Colby College 1990 — 1994
BA, Administrative Science
Bank of America March 1995 - Present
Bank of America March 1995 - February 2012
Skills
Banking, Credit Cards, Commercial Banking, Risk Management, Credit, Loans, Portfolio Management, Process Improvement, Financial Services, Strategic Planning, Call Centers
Education
Colby College 1990 — 1994
BA, Administrative Science
Heidi Foster Heidi Foster's Bank of America Experience January 1992 - January 2000
Job Wealth Advisor & Investment Manager, American Wealth Management
Industry Investment Management
Experience
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
Jeremy King, CFP®, CRPC® Jeremy King, CFP®, CRPC®'s Bank of America Experience 2002 - 2005
Job First Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Bank of America 2002 - 2005
Education
College for Financial Planning 2009 — 2010
Chartered Retirment Planning Counselor, Finance
Florida State University 2003 — 2004
Certificate In Financial Planning Program, Finance
Florida Gulf Coast University 1997 — 1999
Bachelor of Science, Finance
UBS Financial Services, Inc. 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Bank of America 2002 - 2005
Education
College for Financial Planning 2009 — 2010
Chartered Retirment Planning Counselor, Finance
Florida State University 2003 — 2004
Certificate In Financial Planning Program, Finance
Florida Gulf Coast University 1997 — 1999
Bachelor of Science, Finance
Johnny Roland Johnny Roland's Bank of America Experience 1981 - 1991
Job Coaching clients through financial life transitions by clarifying their options and supporting their choices.
Industry Financial Services
Experience
Aspire Capital Management September 2011 - Present
H&R Block December 2010 - April 2013
Cisco Systems 1998 - 2009
American Express International 1992 - 1997
Bank of America 1981 - 1991
Skills
Financial Planning, Business Turnaround, Asia Pacific, Retirement Planning, Estate Planning, Investments, Japanese business..., Tax Preparation, Personal Tax Planning, Investment Management, Strategic Financial..., Management, Financial Advisory, Business Strategy, Financial Services, Portfolio Management, Japanese, CRM, Strategy, Banking, Consulting, Leadership, Management Consulting, Executive Management, Financial Planners, Financial Analysis, Risk Management, Wealth Management, Finance, Business Planning, Personal Finance
Education
University of California, Berkeley 1970 — 1977
BS
University of California, Irvine 2011 — 2011
FPA Residency
College for Financial Planning 2010 — 2010
CFP Professonal Education
San Francisco State University 1980 — 1984
MBA
Tokyo University of Foreign Languages 1977 — 1978
Research for Masters Degree
Aspire Capital Management September 2011 - Present
H&R Block December 2010 - April 2013
Cisco Systems 1998 - 2009
American Express International 1992 - 1997
Bank of America 1981 - 1991
Skills
Financial Planning, Business Turnaround, Asia Pacific, Retirement Planning, Estate Planning, Investments, Japanese business..., Tax Preparation, Personal Tax Planning, Investment Management, Strategic Financial..., Management, Financial Advisory, Business Strategy, Financial Services, Portfolio Management, Japanese, CRM, Strategy, Banking, Consulting, Leadership, Management Consulting, Executive Management, Financial Planners, Financial Analysis, Risk Management, Wealth Management, Finance, Business Planning, Personal Finance
Education
University of California, Berkeley 1970 — 1977
BS
University of California, Irvine 2011 — 2011
FPA Residency
College for Financial Planning 2010 — 2010
CFP Professonal Education
San Francisco State University 1980 — 1984
MBA
Tokyo University of Foreign Languages 1977 — 1978
Research for Masters Degree
Joshua Pruitt, AAMS Joshua Pruitt, AAMS's Bank of America Experience August 2008 - Present
Job Financial Specialist at Bank of America
Industry Financial Services
Experience
Bank of America August 2008 - Present
E*TRADE Financial October 2007 - July 2008
Edward Jones May 2006 - October 2007
Education
College for Financial Planning 2008 — 2008
AAMS, Financial Planning
Bank of America August 2008 - Present
E*TRADE Financial October 2007 - July 2008
Edward Jones May 2006 - October 2007
Education
College for Financial Planning 2008 — 2008
AAMS, Financial Planning
Paul Parker-Johnson Paul Parker-Johnson's Bank of America Experience 1983 - 1984
Job Practice Lead, Cloud Computing and Virtual Infrastructure Technologies, ACG Research
Industry Computer Networking
Experience
ACG Research January 2013 - Present
Juniper Networks 2002 - 2012
Ellacoya Networks 2000 - 2001
Avaya/Lucent/Agile 1997 - 1999
Cisco Systems 1994 - 1997
BBN Technologies 1985 - 1993
Bank of America 1983 - 1984
IBM 1978 - 1983
Skills
Cloud Computing, Distributed Systems, Web Applications, Competitive Analysis, Solution Development, Preparation of Business..., Business Strategy..., VoIP, IP, Security, Ethernet, Start-ups, Virtualization, Go-to-market Strategy, Strategic Partnerships, Program Management, MPLS, SaaS, Juniper, Cisco Technologies, Data Center, Strategy, Unified Communications, Networking, Integration, TCP/IP, Sales Enablement, Product Marketing, Product Management, Network Design, Telecommunications
Education
Columbia University - School of International and Public Affairs 1977 — 1978
M.A., International Business and Economics
Colgate University 1970 — 1974
Wooster School 1967 — 1970
Secondary, High school
ACG Research January 2013 - Present
Juniper Networks 2002 - 2012
Ellacoya Networks 2000 - 2001
Avaya/Lucent/Agile 1997 - 1999
Cisco Systems 1994 - 1997
BBN Technologies 1985 - 1993
Bank of America 1983 - 1984
IBM 1978 - 1983
Skills
Cloud Computing, Distributed Systems, Web Applications, Competitive Analysis, Solution Development, Preparation of Business..., Business Strategy..., VoIP, IP, Security, Ethernet, Start-ups, Virtualization, Go-to-market Strategy, Strategic Partnerships, Program Management, MPLS, SaaS, Juniper, Cisco Technologies, Data Center, Strategy, Unified Communications, Networking, Integration, TCP/IP, Sales Enablement, Product Marketing, Product Management, Network Design, Telecommunications
Education
Columbia University - School of International and Public Affairs 1977 — 1978
M.A., International Business and Economics
Colgate University 1970 — 1974
Wooster School 1967 — 1970
Secondary, High school
Andrew McClain, CFP®, ChFC®, CLU®, CWS® Andrew McClain, CFP®, ChFC®, CLU®, CWS®'s Bank of America Experience July 2003 - June 2006
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
Brian O. Butler Brian O. Butler's Bank of America Experience January 2005 - April 2009
Job Vice PresidentInvestments / Private Client Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC September 2012 - Present
Merrill Lynch June 2010 - August 2012
Bank of America January 2005 - April 2009
Bank of America April 2005 - April 2008
Countrywide Home Loans June 2004 - March 2005
Washington Mutual January 2001 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Health Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Executive Certificate in Financial Planning, Financial Planning
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), MANAGEMENT
Lamar High School
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
National Academy of Sports Medicine 2009 — 2009
CPT, PES, Fitness Training
J.P. Morgan Securities LLC September 2012 - Present
Merrill Lynch June 2010 - August 2012
Bank of America January 2005 - April 2009
Bank of America April 2005 - April 2008
Countrywide Home Loans June 2004 - March 2005
Washington Mutual January 2001 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Health Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Executive Certificate in Financial Planning, Financial Planning
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), MANAGEMENT
Lamar High School
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
National Academy of Sports Medicine 2009 — 2009
CPT, PES, Fitness Training
Annette M. Love, MBA Annette M. Love, MBA's Bank of America Experience May 1988 - December 1993
Job Portfolio Manager Associate at U S Trust
Industry Banking
Experience
US Trust June 2008 - Present
The Harris Bank June 2002 - April 2008
PacWest Financial Management, Inc March 2000 - June 2002
L. Roy Papp & Associates March 1998 - March 2000
UDC Homes, Inc February 1997 - March 1998
Madison Scottsdale LLC December 1993 - September 1995
Bank of America May 1988 - December 1993
Skills
Wealth Management, Portfolio Management, Equities, Asset Allocation, Investments, Investment Management, Mutual Funds, Alternative Investments, Estate Planning, Finance, Securities, Accounting, Wealth, Investment Strategies, Bloomberg, Wealth Management..., Asset Management, Retirement Planning
Education
College for Financial Planning 2010 — 2011
Candidate
Pueblo High School
University of Phoenix
MBA, Masters of Business Administration
University of Phoenix
BS, Business Administration
US Trust June 2008 - Present
The Harris Bank June 2002 - April 2008
PacWest Financial Management, Inc March 2000 - June 2002
L. Roy Papp & Associates March 1998 - March 2000
UDC Homes, Inc February 1997 - March 1998
Madison Scottsdale LLC December 1993 - September 1995
Bank of America May 1988 - December 1993
Skills
Wealth Management, Portfolio Management, Equities, Asset Allocation, Investments, Investment Management, Mutual Funds, Alternative Investments, Estate Planning, Finance, Securities, Accounting, Wealth, Investment Strategies, Bloomberg, Wealth Management..., Asset Management, Retirement Planning
Education
College for Financial Planning 2010 — 2011
Candidate
Pueblo High School
University of Phoenix
MBA, Masters of Business Administration
University of Phoenix
BS, Business Administration
Chad Johnson, MBA Chad Johnson, MBA's Bank of America Experience April 2004 - March 2008
Job Vice President | Portfolio Manager at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Carrie Ruddy Carrie Ruddy's Bank of America Experience January 2010 - March 2014
Job Director, Employee Communications & Engagement at Ingersoll Rand
Industry Public Relations and Communications
Experience
Ingersoll Rand March 2014 - Present
Bank of America January 2010 - March 2014
Delhaize Group 2009 - 2010
Wachovia 2001 - 2009
United Way of Central Carolinas 1997 - 2001
Skills
Strategic Communications, Internal Communications, Corporate Communications, Media Relations, Marketing Communications, Crisis Communications
Education
Colgate University
Bachelors Degree, English, Philosophy
Ingersoll Rand March 2014 - Present
Bank of America January 2010 - March 2014
Delhaize Group 2009 - 2010
Wachovia 2001 - 2009
United Way of Central Carolinas 1997 - 2001
Skills
Strategic Communications, Internal Communications, Corporate Communications, Media Relations, Marketing Communications, Crisis Communications
Education
Colgate University
Bachelors Degree, English, Philosophy
Nichole Kammeraad Nichole Kammeraad's Bank of America Experience June 2011 - October 2012
Job WorkPlace Senior FSC/PNC
Industry Banking
Experience
PNC January 2013 - Present
Bank of America June 2011 - October 2012
Nordstrom 2009-2011 February 2009 - May 2011
JWT January 1999 - January 2001
DMB&B June 1997 - January 1999
Skills
Integrated Marketing, Social Media, Email Marketing, Market Research, Strategic Planning, Web Design, Television, Illustrator, Broadcast, Direct Marketing, Marketing, Copywriting, Social Media Marketing, Management, Public Speaking, Sales, Banking, Customer Service, Advertising
Education
College for Creative Studies 1994 — 1997
BFA, Advertising Graphic Design
Oakland Community College 2009 — 2011
CIS
Eastern Michigan University 1990 — 1991
Associate of Arts and Sciences (AAS), Sports Medicine Residency Program
PNC January 2013 - Present
Bank of America June 2011 - October 2012
Nordstrom 2009-2011 February 2009 - May 2011
JWT January 1999 - January 2001
DMB&B June 1997 - January 1999
Skills
Integrated Marketing, Social Media, Email Marketing, Market Research, Strategic Planning, Web Design, Television, Illustrator, Broadcast, Direct Marketing, Marketing, Copywriting, Social Media Marketing, Management, Public Speaking, Sales, Banking, Customer Service, Advertising
Education
College for Creative Studies 1994 — 1997
BFA, Advertising Graphic Design
Oakland Community College 2009 — 2011
CIS
Eastern Michigan University 1990 — 1991
Associate of Arts and Sciences (AAS), Sports Medicine Residency Program
Casey J. Freeman, AAMS®, CRPC®, CSNA Casey J. Freeman, AAMS®, CRPC®, CSNA's Bank of America Experience 2005 - 2006
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Bank of America 2005 - 2006
Skills
Loans, Mortgage Lending, Credit, Banking, Wealth Management, Asset Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 7, Strategic Financial..., Asset Allocation, Finance, Financial Planning, Series 63
Education
College for Financial Planning 2010 — 2010
AAMS® and CRPC® Education
University of Tampa - John H. Sykes College of Business 1996 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Merrill Lynch June 2006 - Present
Bank of America 2005 - 2006
Skills
Loans, Mortgage Lending, Credit, Banking, Wealth Management, Asset Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 7, Strategic Financial..., Asset Allocation, Finance, Financial Planning, Series 63
Education
College for Financial Planning 2010 — 2010
AAMS® and CRPC® Education
University of Tampa - John H. Sykes College of Business 1996 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Jeff Jankowski, CFP Jeff Jankowski, CFP's Bank of America Experience January 1990 - January 1993
Job Energy and Mining Industry Investment Adviser
Industry Investment Management
Experience
American Portfolio Management, LLC January 1993 - Present
KPMG December 2011 - May 2012
Bank of America January 1990 - January 1993
Metzler Locricchio Serra & Co. PC January 1987 - January 1990
Skills
FATCA, Offshore Trusts, Registered Investment..., Certified Financial..., Investment Management, CPA, Capital Gains Tax, Variable Annuities, Equity Indexed Annuities, Stock Market, Investment Advisory..., IRAs, Roth IRA, SEP IRA, Traditional IRA, Retirement Planning, Offshore Investments, Income Tax, International Sales, Foreign Tax Credit, Expatriate Management, Expatriate Tax, Auditing, Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1996
Bachelors; Associates; Specialized, Finance; Accounting; international finance; public accounting and business management
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning and Services
American Portfolio Management, LLC January 1993 - Present
KPMG December 2011 - May 2012
Bank of America January 1990 - January 1993
Metzler Locricchio Serra & Co. PC January 1987 - January 1990
Skills
FATCA, Offshore Trusts, Registered Investment..., Certified Financial..., Investment Management, CPA, Capital Gains Tax, Variable Annuities, Equity Indexed Annuities, Stock Market, Investment Advisory..., IRAs, Roth IRA, SEP IRA, Traditional IRA, Retirement Planning, Offshore Investments, Income Tax, International Sales, Foreign Tax Credit, Expatriate Management, Expatriate Tax, Auditing, Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1996
Bachelors; Associates; Specialized, Finance; Accounting; international finance; public accounting and business management
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning and Services
Andrew Heiges, CFP® Andrew Heiges, CFP®'s Bank of America Experience 1996 - May 2011
Job Senior Director, Product Management
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Acumen Financial Services Consulting, LLC May 2011 - October 2012
Oculus Partners, LLC May 2011 - April 2012
Merrill Lynch September 1996 - May 2011
Bank of America 1996 - May 2011
Deustche Bank May 1999 - August 2000
Coopers & Lybrand May 1995 - September 1996
The Vanguard Group September 1989 - May 1995
Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities
Education
La Salle University - School of Business Administration 1985 — 1989
BS, HR & Marketing
College for Financial Planning
CFP, Financial Planning
TIAA-CREF October 2012 - Present
Acumen Financial Services Consulting, LLC May 2011 - October 2012
Oculus Partners, LLC May 2011 - April 2012
Merrill Lynch September 1996 - May 2011
Bank of America 1996 - May 2011
Deustche Bank May 1999 - August 2000
Coopers & Lybrand May 1995 - September 1996
The Vanguard Group September 1989 - May 1995
Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities
Education
La Salle University - School of Business Administration 1985 — 1989
BS, HR & Marketing
College for Financial Planning
CFP, Financial Planning
Marti P. Murray, MBA, CVA Marti P. Murray, MBA, CVA's Bank of America Experience 1982 - 1986
Job President at Murray Analytics, Inc.
Industry Investment Banking
Experience
Murray Analytics, Inc. April 2015 - Present
Goldin Associates, LLC August 2012 - March 2015
NYU Stern School of Business January 2005 - 2013
Murray & Burnaman, LLC October 2009 - July 2012
Babson Capital Management April 2008 - September 2009
Murray Capital Management, Inc June 1995 - April 2008
Furman Selz 1990 - 1995
Oppenheimer & Co. October 1987 - December 1989
First NY Capital 1986 - 1987
Bank of America 1982 - 1986
Skills
Valuation, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Investments, Restructuring, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Corporate Finance, Due Diligence, Equity Research, Structured Finance, Leveraged Finance, High Yield, Mergers, Business Valuation, Mergers & Acquisitions, Bankruptcy, Venture Capital, Corporate Governance, Investor Relations, Securities, Finance, Bonds, Emerging Markets, Financial Advisory, Trading, Investment Management, Bloomberg, Corporate Development, Derivatives, Financial Markets, Bank Loan Trading, Trade Claims, Distressed Debt, Distressed M&A, Equity Valuation, Investment Strategies, Turn Around Management, Options, Asset Allocation, Investment Advisory, Quantitative Finance, Asset Management, Litigation Support
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University
The Dalton School
Murray Analytics, Inc. April 2015 - Present
Goldin Associates, LLC August 2012 - March 2015
NYU Stern School of Business January 2005 - 2013
Murray & Burnaman, LLC October 2009 - July 2012
Babson Capital Management April 2008 - September 2009
Murray Capital Management, Inc June 1995 - April 2008
Furman Selz 1990 - 1995
Oppenheimer & Co. October 1987 - December 1989
First NY Capital 1986 - 1987
Bank of America 1982 - 1986
Skills
Valuation, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Investments, Restructuring, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Corporate Finance, Due Diligence, Equity Research, Structured Finance, Leveraged Finance, High Yield, Mergers, Business Valuation, Mergers & Acquisitions, Bankruptcy, Venture Capital, Corporate Governance, Investor Relations, Securities, Finance, Bonds, Emerging Markets, Financial Advisory, Trading, Investment Management, Bloomberg, Corporate Development, Derivatives, Financial Markets, Bank Loan Trading, Trade Claims, Distressed Debt, Distressed M&A, Equity Valuation, Investment Strategies, Turn Around Management, Options, Asset Allocation, Investment Advisory, Quantitative Finance, Asset Management, Litigation Support
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University
The Dalton School
Robert Silvernail Robert Silvernail's Bank of America Experience 1992 - 1995
Job Commodity Trading Advisor | Registered Investment Advisor
Industry Investment Management
Experience
Hutchison Road Partners, LLC February 2005 - Present
Sares-Regis Group 1998 - 2005
Union Bank of California 1995 - 1998
Bank of America 1992 - 1995
Skills
Investment Management, Equities, Investments, Hedge Funds, Options, Finance, Futures Trading, Managed Futures
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, History
Hutchison Road Partners, LLC February 2005 - Present
Sares-Regis Group 1998 - 2005
Union Bank of California 1995 - 1998
Bank of America 1992 - 1995
Skills
Investment Management, Equities, Investments, Hedge Funds, Options, Finance, Futures Trading, Managed Futures
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, History
Shannon Greulich Shannon Greulich's Bank of America Experience June 2010 - August 2010
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
Trinity Partners June 2014 - April 2015
Trinity Partners January 2014 - June 2014
Trinity Partners August 2012 - January 2014
Bank of America Merrill Lynch May 2011 - August 2012
Bank of America June 2010 - August 2010
Skills
Excel, PowerPoint, Word, Series 79, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2007 — 2011
BA, Neuroscience
Trinity Partners June 2014 - April 2015
Trinity Partners January 2014 - June 2014
Trinity Partners August 2012 - January 2014
Bank of America Merrill Lynch May 2011 - August 2012
Bank of America June 2010 - August 2010
Skills
Excel, PowerPoint, Word, Series 79, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2007 — 2011
BA, Neuroscience
Christopher Satterfield CFP®, ChFC®, CWS® Christopher Satterfield CFP®, ChFC®, CWS®'s Bank of America Experience 2007 - 2009
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc.
Industry Investment Management
Experience
Charles Schwab March 2009 - Present
Bank of America 2007 - 2009
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Asset Management, High Net Worth..., Separately Managed..., Bonds, Investment Advisory, Asset Allocation, Portfolio Optimization
Education
College for Financial Planning
Accredited Asset Management Specialist SM or AAMS®, Financial Planning and Services
Ottawa University-Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant® ChFC®, Financial Planning and Services
Charles Schwab March 2009 - Present
Bank of America 2007 - 2009
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Asset Management, High Net Worth..., Separately Managed..., Bonds, Investment Advisory, Asset Allocation, Portfolio Optimization
Education
College for Financial Planning
Accredited Asset Management Specialist SM or AAMS®, Financial Planning and Services
Ottawa University-Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant® ChFC®, Financial Planning and Services
Thomas Durfee Thomas Durfee's Bank of America Experience February 1991 - December 2010
Job Senior Vice President Private Client Manager at The Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank December 2010 - Present
Bank of America February 1991 - December 2010
Landmark Bank November 1979 - February 1991
Skills
Credit Analysis, Asset Allocation, Banking, Portfolio Management, Wealth Management, Loans, Credit, Commercial Banking, Commercial Lending, Estate Planning, Private Banking, Investments, Small Business Lending, Consumer Lending
Education
University of Missouri-Columbia 1977 — 1979
BSBA, Economics
Colgate University 1974 — 1976
Commerce Bank December 2010 - Present
Bank of America February 1991 - December 2010
Landmark Bank November 1979 - February 1991
Skills
Credit Analysis, Asset Allocation, Banking, Portfolio Management, Wealth Management, Loans, Credit, Commercial Banking, Commercial Lending, Estate Planning, Private Banking, Investments, Small Business Lending, Consumer Lending
Education
University of Missouri-Columbia 1977 — 1979
BSBA, Economics
Colgate University 1974 — 1976
Marshall E. Reid, CFA Marshall E. Reid, CFA's Bank of America Experience October 2002 - February 2008
Job Senior Analyst at CenterSquare Investment Management
Industry Investment Management
Experience
CenterSquare Investment Management November 2014 - Present
Teacher Retirement System of Texas May 2008 - August 2014
Bank of America October 2002 - February 2008
ABN AMRO Bank N.V. July 2000 - July 2002
Mitsubishi Corporation January 1994 - June 1998
Skills
Asset Managment, Financial Modeling, Investments, Equities, Stock Valuation, M&A experience, Equity Research, Equity Capital Markets, Excel models, Capital Goods, Chemical Industry, Asset Management, Investment Banking, Capital Markets, Transportation, Valuation, Portfolio Management, Bloomberg, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Mergers, Strategy, Finance, Series 7, Business Strategy, Investment Management, Securities, Equity Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, Economics & Japanese
The Lawrenceville School 1987 — 1989
CenterSquare Investment Management November 2014 - Present
Teacher Retirement System of Texas May 2008 - August 2014
Bank of America October 2002 - February 2008
ABN AMRO Bank N.V. July 2000 - July 2002
Mitsubishi Corporation January 1994 - June 1998
Skills
Asset Managment, Financial Modeling, Investments, Equities, Stock Valuation, M&A experience, Equity Research, Equity Capital Markets, Excel models, Capital Goods, Chemical Industry, Asset Management, Investment Banking, Capital Markets, Transportation, Valuation, Portfolio Management, Bloomberg, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Mergers, Strategy, Finance, Series 7, Business Strategy, Investment Management, Securities, Equity Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, Economics & Japanese
The Lawrenceville School 1987 — 1989
Tene Redmon's Bank of America Experience July 2015 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America July 2006 - Present
Credico USA July 2003 - August 2005
Skills
Loans, Mortgage Banking, Operational Risk..., Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Banking, Cross Selling, Credit Risk, Credit Cards, Financial Risk, Deposits, Portfolio Management, Branch Banking, Financial Services, Business Development, Leadership, Management, Customer Service, Marketing Strategy, Public Speaking
Education
Colgate University
Bachelor of Arts, Dual Major in Political Science / Sociology and Anthropology
University of Connecticut
Master of Business Administration (M.B.A.)
Bank of America July 2015 - Present
Bank of America July 2006 - Present
Credico USA July 2003 - August 2005
Skills
Loans, Mortgage Banking, Operational Risk..., Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Banking, Cross Selling, Credit Risk, Credit Cards, Financial Risk, Deposits, Portfolio Management, Branch Banking, Financial Services, Business Development, Leadership, Management, Customer Service, Marketing Strategy, Public Speaking
Education
Colgate University
Bachelor of Arts, Dual Major in Political Science / Sociology and Anthropology
University of Connecticut
Master of Business Administration (M.B.A.)
Ronald Zeiger Ronald Zeiger's Bank of America Experience June 1980 - Present
Job Experienced Lender, Workout Specialist and Business Manager.
Industry Banking
Experience
Bank of America June 1980 - Present
Bank of America 1980 - Present
Skills
Banking
Education
Colgate University 1968 — 1970
Master's degree, Student Counseling and Personnel Services
University of Rochester 1964 — 1968
Bachelor of Arts (BA), History
Bank of America June 1980 - Present
Bank of America 1980 - Present
Skills
Banking
Education
Colgate University 1968 — 1970
Master's degree, Student Counseling and Personnel Services
University of Rochester 1964 — 1968
Bachelor of Arts (BA), History
Brian Young, CRPS® Brian Young, CRPS®'s Bank of America Experience 1999 - 2006
Job First Vice President Wealth Management | Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. 2008 - Present
Banc of America Investments Inc. 2006 - 2008
Bank of America 1999 - 2006
Education
San Diego State University-California State University
Bachelor of Science
San Diego State University-California State University
Certificate in Personal Financial Planning
College for Financial Planning
Professional Designation
UBS Financial Services Inc. 2008 - Present
Banc of America Investments Inc. 2006 - 2008
Bank of America 1999 - 2006
Education
San Diego State University-California State University
Bachelor of Science
San Diego State University-California State University
Certificate in Personal Financial Planning
College for Financial Planning
Professional Designation
Teresa Yeakey Teresa Yeakey's Bank of America Experience March 2013 - July 2015
Job Process Design/Management/Trainer
Industry Banking
Experience
Bank of America March 2013 - July 2015
Bank of America February 2012 - March 2013
Bank of America Home Loans January 2011 - 2012
Bank of America 2009 - 2011
Bank of America March 2008 - 2009
Bank of America March 2007 - 2008
Washington Mutual January 2005 - February 2007
Skills
Banking, Mortgage Lending, Loan Servicing, Mortgage Servicing, Credit, Retail Banking, Management, Commercial Banking, Customer Service, Credit Analysis, 76 WPM, Policy and Procedure, Training
Education
Coleman College 2000 — 2002
A.S., Computer Networks
Bank of America March 2013 - July 2015
Bank of America February 2012 - March 2013
Bank of America Home Loans January 2011 - 2012
Bank of America 2009 - 2011
Bank of America March 2008 - 2009
Bank of America March 2007 - 2008
Washington Mutual January 2005 - February 2007
Skills
Banking, Mortgage Lending, Loan Servicing, Mortgage Servicing, Credit, Retail Banking, Management, Commercial Banking, Customer Service, Credit Analysis, 76 WPM, Policy and Procedure, Training
Education
Coleman College 2000 — 2002
A.S., Computer Networks
Jim Rosen's Bank of America Experience May 2008 - July 2008
Job Associate Vice President at Summit Art Advisory, LLC
Industry Fine Art
Experience
Summit Art Advisory, LLC January 2014 - Present
Summit Art Advisory, LLC January 2011 - December 2013
Summit Art Advisory, LLC May 2009 - August 2010
Bank of America May 2008 - July 2008
August Ventures, LLC May 2007 - August 2007
Canoe Brook Country Club May 2005 - August 2006
Skills
Client Relations, Sales, Philanthropy, Auctions, Art, Fine Art, Microsoft Excel, Social Media, Marketing, Microsoft Office, Microsoft Word, Photoshop, Adobe Acrobat, Microsoft Powerpoint, Aperture, Digital Photography, Digital Printing, Artsystems Pro, Artsystems Web Manager
Education
Colgate University 2006 — 2011
BA, Philosophy
Delbarton School 1999 — 2006
High School
Summit Art Advisory, LLC January 2014 - Present
Summit Art Advisory, LLC January 2011 - December 2013
Summit Art Advisory, LLC May 2009 - August 2010
Bank of America May 2008 - July 2008
August Ventures, LLC May 2007 - August 2007
Canoe Brook Country Club May 2005 - August 2006
Skills
Client Relations, Sales, Philanthropy, Auctions, Art, Fine Art, Microsoft Excel, Social Media, Marketing, Microsoft Office, Microsoft Word, Photoshop, Adobe Acrobat, Microsoft Powerpoint, Aperture, Digital Photography, Digital Printing, Artsystems Pro, Artsystems Web Manager
Education
Colgate University 2006 — 2011
BA, Philosophy
Delbarton School 1999 — 2006
High School
Sloane Nichols Sloane Nichols's Bank of America Experience November 1996 - 1999
Job Brokerage Vice President at Colliers International
Industry Commercial Real Estate
Experience
Colliers International July 2015 - Present
Athens Angel Fund 2012 - Present
Atlas real estate advisors June 2014 - July 2015
Parkside Partners, Inc. October 2013 - June 2014
Nichols Land & Inv. October 2005 - October 2013
Manulife Asset Management April 2002 - May 2003
Trammell Crow Company January 2001 - April 2002
CBRE June 1999 - January 2001
Bank of America November 1996 - 1999
Skills
Real Estate, Investment Properties, REO, Negotiation, Strategic Planning, Social Media, Brokerage, Contract Negotiation, Public Relations, Public Speaking, Sellers, Location Intelligence, Social Media Marketing, Sales, Investments, Leases, Real Estate Transactions, Asset Management, Commercial Real Estate, Disposition, Tenant Representation, Foreclosures, Lease Negotiations, Dispositions
Education
Colgate University 1991 — 1995
Bachelor of Arts (BA), Political Science
Summit country day
Colliers International July 2015 - Present
Athens Angel Fund 2012 - Present
Atlas real estate advisors June 2014 - July 2015
Parkside Partners, Inc. October 2013 - June 2014
Nichols Land & Inv. October 2005 - October 2013
Manulife Asset Management April 2002 - May 2003
Trammell Crow Company January 2001 - April 2002
CBRE June 1999 - January 2001
Bank of America November 1996 - 1999
Skills
Real Estate, Investment Properties, REO, Negotiation, Strategic Planning, Social Media, Brokerage, Contract Negotiation, Public Relations, Public Speaking, Sellers, Location Intelligence, Social Media Marketing, Sales, Investments, Leases, Real Estate Transactions, Asset Management, Commercial Real Estate, Disposition, Tenant Representation, Foreclosures, Lease Negotiations, Dispositions
Education
Colgate University 1991 — 1995
Bachelor of Arts (BA), Political Science
Summit country day
Brad Benson Brad Benson's Bank of America Experience September 2008 - April 2009
Job Vice President of Mortgage Lending / Branch Manager at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate November 2013 - Present
CTC Lending, LLC, an affiliate of PNC Bank N.A. December 2010 - November 2013
PNC Mortgage April 2010 - November 2013
Wells Fargo Home Mortgage April 2009 - April 2010
Bank of America September 2008 - April 2009
Wachovia, A Wells Fargo Company October 2005 - September 2008
Skills
FHA financing, Jumbo Mortgages, New Business Development, Mortgage Lending, Banking, Wealth Management, Financial Analysis, Branch Banking, Finance, Leadership, Financial Services, Loans, Credit, Commercial Lending, Credit Analysis, Sales, Real Estate, Business Development, Mortgage Banking, Refinance, Loan Origination, Mortgage Marketing, Residential Mortgages, Portfolio Management, FHA Financing
Education
Colgate University 2001 — 2005
Bachelor's of Arts, Political Science, Liberal Arts Core Curriculum
Guaranteed Rate November 2013 - Present
CTC Lending, LLC, an affiliate of PNC Bank N.A. December 2010 - November 2013
PNC Mortgage April 2010 - November 2013
Wells Fargo Home Mortgage April 2009 - April 2010
Bank of America September 2008 - April 2009
Wachovia, A Wells Fargo Company October 2005 - September 2008
Skills
FHA financing, Jumbo Mortgages, New Business Development, Mortgage Lending, Banking, Wealth Management, Financial Analysis, Branch Banking, Finance, Leadership, Financial Services, Loans, Credit, Commercial Lending, Credit Analysis, Sales, Real Estate, Business Development, Mortgage Banking, Refinance, Loan Origination, Mortgage Marketing, Residential Mortgages, Portfolio Management, FHA Financing
Education
Colgate University 2001 — 2005
Bachelor's of Arts, Political Science, Liberal Arts Core Curriculum
MONICA RAMIREZ GIL's Bank of America Experience January 1990 - December 1990
Job Regional Director, Licence to Trade Corporate Affairs at SABMiller Latin America
Industry Food & Beverages
Experience
SAB MILLER 2011 - Present
Araujo Ibarra & Associates S.A. 1993 - 2011
Bank of America January 1990 - December 1990
Skills
Customer Service, Microsoft Office, Microsoft Excel, Food, Strategic Planning, Marketing Strategy, Sales Management, FMCG, Microsoft Word, PowerPoint, Negotiation, Budgets, New Business Development, Management, Project Management, Social Media, Product Development, Business Strategy, Team Building, Event Management
Education
University of Exeter
Master of Business Administration (MBA), International Business, Trade, and Tax Law
Colegio de Estudios Superiores de Administración
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
SAB MILLER 2011 - Present
Araujo Ibarra & Associates S.A. 1993 - 2011
Bank of America January 1990 - December 1990
Skills
Customer Service, Microsoft Office, Microsoft Excel, Food, Strategic Planning, Marketing Strategy, Sales Management, FMCG, Microsoft Word, PowerPoint, Negotiation, Budgets, New Business Development, Management, Project Management, Social Media, Product Development, Business Strategy, Team Building, Event Management
Education
University of Exeter
Master of Business Administration (MBA), International Business, Trade, and Tax Law
Colegio de Estudios Superiores de Administración
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Joe C. Boden, CFP® Joe C. Boden, CFP®'s Bank of America Experience 1993 - 1996
Job Senior Financial Advisor at Conlon Dart Wealth Management
Industry Financial Services
Experience
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Craig Parkin Craig Parkin's Bank of America Experience 1997 - 2004
Job Managing Director, Business Management & Integration, Individual Business at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
TIAA-CREF 2012 - 2012
TIAA-CREF 2011 - 2012
TIAA-CREF 2006 - 2011
i9 Sports 2004 - 2011
TIAA-CREF May 2004 - June 2006
Bank of America 1997 - 2004
Skills
Coaching, Analysis, Management, Leadership Development, Marketing Strategy, Program Management, Business Analysis, Strategic Planning
Education
Queens University of Charlotte
MBA
Colgate University 1990 — 1994
BA, Economics
TIAA-CREF 2012 - Present
TIAA-CREF 2012 - 2012
TIAA-CREF 2011 - 2012
TIAA-CREF 2006 - 2011
i9 Sports 2004 - 2011
TIAA-CREF May 2004 - June 2006
Bank of America 1997 - 2004
Skills
Coaching, Analysis, Management, Leadership Development, Marketing Strategy, Program Management, Business Analysis, Strategic Planning
Education
Queens University of Charlotte
MBA
Colgate University 1990 — 1994
BA, Economics
Darren Canada, JD, CFP® Darren Canada, JD, CFP®'s Bank of America Experience 1991 - 1998
Job CERTIFIED FINANCIAL PLANNER™ and owner of D. Canada Financial Group
Industry Financial Services
Experience
Raymond James Financial Services, Inc. November 1999 - Present
D. Canada Financial Group November 1999 - Present
Edward Jones 1998 - 1999
Bank of America 1991 - 1998
Skills
Series 7, Series 24, Series 65, Series 63, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Wealth Management, Retirement, Mutual Funds
Education
Concord Law School - Kaplan University 2006 — 2009
Juris Doctor
College for Financial Planning 1991 — 1992
CFP®, CERTIFIED FINANCIAL PLANNER™
San Diego State University-California State University 1984 — 1988
BS, Business Admin. / Finance
Raymond James Financial Services, Inc. November 1999 - Present
D. Canada Financial Group November 1999 - Present
Edward Jones 1998 - 1999
Bank of America 1991 - 1998
Skills
Series 7, Series 24, Series 65, Series 63, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Wealth Management, Retirement, Mutual Funds
Education
Concord Law School - Kaplan University 2006 — 2009
Juris Doctor
College for Financial Planning 1991 — 1992
CFP®, CERTIFIED FINANCIAL PLANNER™
San Diego State University-California State University 1984 — 1988
BS, Business Admin. / Finance
Cheryl L. Seifert, CFP® Cheryl L. Seifert, CFP®'s Bank of America Experience February 2005 - June 2005
Job *LIFE TRANSITIONS SPECIALIST*FINANCIAL PLANNING FOR COLLEGE, RETIREMENT & OTHER KEY LIFE EVENTS*
Industry Financial Services
Experience
D.A. Davidson & Co. June 2008 - February 2015
Panhandle State Bank Investment Services/LPL August 2007 - June 2008
Bank of America February 2005 - June 2005
TD Waterhouse Investor Services, Inc. May 2003 - November 2004
Charles Schwab May 1991 - May 2003
Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning
Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification
College for Financial Planning
Accredited Asset Management Specialist, AAMS ®
UCLA
Bachelor of Arts, Communications Studies
University of Santa Monica
Master of Arts, Applied Psychology
D.A. Davidson & Co. June 2008 - February 2015
Panhandle State Bank Investment Services/LPL August 2007 - June 2008
Bank of America February 2005 - June 2005
TD Waterhouse Investor Services, Inc. May 2003 - November 2004
Charles Schwab May 1991 - May 2003
Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning
Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification
College for Financial Planning
Accredited Asset Management Specialist, AAMS ®
UCLA
Bachelor of Arts, Communications Studies
University of Santa Monica
Master of Arts, Applied Psychology
Ken Mcfadden Ken Mcfadden's Bank of America Experience January 2014 - April 2014
Job Consultant
Industry Computer Software
Experience
ibizwebsites.com January 2006 - January 2015
Bank of America January 2014 - April 2014
Zensar Technologies November 2012 - September 2013
Collabera June 2011 - October 2012
Bank of America October 2004 - March 2010
Mattel Toys November 2003 - March 2004
Transtar Metals January 2001 - December 2002
Ventura Foods October 2000 - January 2001
Disney Stores July 2000 - September 2000
Disney Stores August 1999 - May 2000
Skills
Manufacturing, Insurance, Mortgage Banking, SDLC, Advertising, DB2, Lotus Notes, Process Improvement, Requirements Analysis, Quality Assurance, Software Project..., ASP.NET, RPG, Requirements Gathering, Software Development, C#, Programming, .NET, SharePoint, Windows, SQL, Visual Basic, AS400 system, Visio, Microsoft SQL Server, IBM iSeries
Education
Coleman College 1987 — 1988
B.S., Information Systems
Southwestern College 1980 — 1983
A.S., Biology
Coleman College
B.S, Information Systems
Southwestern College
A.S, Biology
San Diego State
ibizwebsites.com January 2006 - January 2015
Bank of America January 2014 - April 2014
Zensar Technologies November 2012 - September 2013
Collabera June 2011 - October 2012
Bank of America October 2004 - March 2010
Mattel Toys November 2003 - March 2004
Transtar Metals January 2001 - December 2002
Ventura Foods October 2000 - January 2001
Disney Stores July 2000 - September 2000
Disney Stores August 1999 - May 2000
Skills
Manufacturing, Insurance, Mortgage Banking, SDLC, Advertising, DB2, Lotus Notes, Process Improvement, Requirements Analysis, Quality Assurance, Software Project..., ASP.NET, RPG, Requirements Gathering, Software Development, C#, Programming, .NET, SharePoint, Windows, SQL, Visual Basic, AS400 system, Visio, Microsoft SQL Server, IBM iSeries
Education
Coleman College 1987 — 1988
B.S., Information Systems
Southwestern College 1980 — 1983
A.S., Biology
Coleman College
B.S, Information Systems
Southwestern College
A.S, Biology
San Diego State
Zachary Held Zachary Held's Bank of America Experience May 2014 - Present
Job Vice President, Strategy (SIM)
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
OpenAction July 2010 - July 2011
Thrillist November 2009 - July 2010
Skills
Business Strategy, Financial Modeling, Competitive Analysis, Economics, Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Performance Reporting, Revenue Forecasting, Presenting to Senior..., Presentation Development
Education
Colgate University 2005 — 2009
BA, Economics
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
OpenAction July 2010 - July 2011
Thrillist November 2009 - July 2010
Skills
Business Strategy, Financial Modeling, Competitive Analysis, Economics, Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Performance Reporting, Revenue Forecasting, Presenting to Senior..., Presentation Development
Education
Colgate University 2005 — 2009
BA, Economics
Richard DeCrescenzo Richard DeCrescenzo's Bank of America Experience August 2015 - Present
Job Digital Services Specialist
Industry Financial Services
Experience
Bank of America August 2015 - Present
Dijobu June 2008 - December 2013
Barneys New York March 2006 - November 2007
NINE ZERO Hotel 2004 - 2006
Hotel Marlowe, a Kimpton Hotel 2003 - 2005
Bozell 1988 - 1992
Skills
Hospitality, Retail, Luxury, Hotels, Hospitality Management, Customer Relations, Customer Service, Customer Focus, Creative Writing, Creative Direction, Creative Development, Customer Oriented, Creative Strategy, Social Media Marketing, Brand Development, Online Advertising, Email Marketing, Advertising, Integrated Marketing
Education
College for Creative Studies 1986 — 1988
BFA, Advertising, 3.60
Mohawk Valley Community College 1986 — 1988
AAS, Advertising, 3.00
Bank of America August 2015 - Present
Dijobu June 2008 - December 2013
Barneys New York March 2006 - November 2007
NINE ZERO Hotel 2004 - 2006
Hotel Marlowe, a Kimpton Hotel 2003 - 2005
Bozell 1988 - 1992
Skills
Hospitality, Retail, Luxury, Hotels, Hospitality Management, Customer Relations, Customer Service, Customer Focus, Creative Writing, Creative Direction, Creative Development, Customer Oriented, Creative Strategy, Social Media Marketing, Brand Development, Online Advertising, Email Marketing, Advertising, Integrated Marketing
Education
College for Creative Studies 1986 — 1988
BFA, Advertising, 3.60
Mohawk Valley Community College 1986 — 1988
AAS, Advertising, 3.00
Christopher (Kit) Norris Christopher (Kit) Norris's Bank of America Experience April 2014 - Present
Job Investment Banking Analyst at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
WoodRock & Co. May 2013 - March 2014
UBS Investment Bank May 2012 - August 2012
Colgate University January 2010 - May 2012
Mahler & Emerson June 2010 - August 2011
The Island School January 2010 - January 2011
The Colgate 13 January 2010 - January 2011
Skills
Research, Mergers & Acquisitions, Analysis, Financial Modeling, Investment Banking, Finance, Negotiation, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts, Environmental Biology, Magna Cum Laude
The Shipley School 1995 — 2009
Bank of America April 2014 - Present
WoodRock & Co. May 2013 - March 2014
UBS Investment Bank May 2012 - August 2012
Colgate University January 2010 - May 2012
Mahler & Emerson June 2010 - August 2011
The Island School January 2010 - January 2011
The Colgate 13 January 2010 - January 2011
Skills
Research, Mergers & Acquisitions, Analysis, Financial Modeling, Investment Banking, Finance, Negotiation, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts, Environmental Biology, Magna Cum Laude
The Shipley School 1995 — 2009
Lesley Roxe McNamara Lesley Roxe McNamara's Bank of America Experience March 2010 - May 2013
Job Director, Strategy & Business Development
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Bank of America March 2010 - May 2013
Bank of America June 2008 - March 2010
Morgan Stanley March 2005 - June 2006
Greenwich Associates July 2001 - February 2005
Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Strategy, Marketing
Colgate University 1997 — 2001
BA, English
Bank of America Merrill Lynch May 2013 - Present
Bank of America March 2010 - May 2013
Bank of America June 2008 - March 2010
Morgan Stanley March 2005 - June 2006
Greenwich Associates July 2001 - February 2005
Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Strategy, Marketing
Colgate University 1997 — 2001
BA, English
John Mooradian John Mooradian's Bank of America Experience January 2011 - Present
Job Attorney
Industry Law Practice
Experience
Bank of America January 2011 - Present
Federal Reserve Bank of Boston May 2009 - April 2010
Harmon Law Offices February 2006 - May 2009
Crowe Paradis & Albren, LLP August 2005 - February 2006
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Consumer Law, Estate Administration, Policy Writing, Operational Risk...
Education
Suffolk University Law School 2007 — 2010
JD, Law
Colgate University 2001 — 2005
B.A., Political Science
Saint John's High School 1997 — 2001
Bank of America January 2011 - Present
Federal Reserve Bank of Boston May 2009 - April 2010
Harmon Law Offices February 2006 - May 2009
Crowe Paradis & Albren, LLP August 2005 - February 2006
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Consumer Law, Estate Administration, Policy Writing, Operational Risk...
Education
Suffolk University Law School 2007 — 2010
JD, Law
Colgate University 2001 — 2005
B.A., Political Science
Saint John's High School 1997 — 2001
Andrew Driscoll Andrew Driscoll's Bank of America Experience August 2007 - July 2009
Job Vice President at GrandView Analytics
Industry Financial Services
Experience
GrandView Analytics August 2015 - Present
Maven Wave Partners November 2011 - August 2015
Toyota Financial Services June 2010 - August 2010
Bank of America August 2007 - July 2009
C-BASS Loan Asset Management November 2006 - July 2007
State Street Corporation February 2006 - August 2006
State Street Corporation August 2003 - February 2006
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Management, Portfolio Management, Business Strategy, Investments, Fixed Income, Capital Markets, VBA, SQL, Consulting, MBS, ABS, CDO, CDS
Education
Stephen M. Ross School of Business 2009 — 2011
Master, Business Administration
Colgate University 1999 — 2003
BA, Economics
GrandView Analytics August 2015 - Present
Maven Wave Partners November 2011 - August 2015
Toyota Financial Services June 2010 - August 2010
Bank of America August 2007 - July 2009
C-BASS Loan Asset Management November 2006 - July 2007
State Street Corporation February 2006 - August 2006
State Street Corporation August 2003 - February 2006
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Management, Portfolio Management, Business Strategy, Investments, Fixed Income, Capital Markets, VBA, SQL, Consulting, MBS, ABS, CDO, CDS
Education
Stephen M. Ross School of Business 2009 — 2011
Master, Business Administration
Colgate University 1999 — 2003
BA, Economics
Philip Rousseau Philip Rousseau's Bank of America Experience January 2007 - March 2010
Job Customer Service Representative at Verizon Wirelsss
Industry Consumer Services
Experience
Verizon Wireless March 2012 - Present
PRECIOUS LIFE SHELTER May 2010 - March 2012
BANK OF AMERICA January 2007 - March 2010
123 LOAN, LLC September 2002 - September 2006
HUNTINGTON FUNDING COMPANY June 2001 - August 2002
CONSUMER PORTFOLIO SERVICES, INC January 1994 - June 2001
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Customer Service, Banking, Non-profits, Finance, Management, Risk Management, Sales, Microsoft Excel, Team Building, Microsoft Word, Sales Operations, Training, Call Centers
Education
Golden West College 2010 — 2010
Certificate of Completion, Grant Writing
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Cypress College 1971 — 1974
A.A., Management and Marketing
Verizon Wireless March 2012 - Present
PRECIOUS LIFE SHELTER May 2010 - March 2012
BANK OF AMERICA January 2007 - March 2010
123 LOAN, LLC September 2002 - September 2006
HUNTINGTON FUNDING COMPANY June 2001 - August 2002
CONSUMER PORTFOLIO SERVICES, INC January 1994 - June 2001
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Customer Service, Banking, Non-profits, Finance, Management, Risk Management, Sales, Microsoft Excel, Team Building, Microsoft Word, Sales Operations, Training, Call Centers
Education
Golden West College 2010 — 2010
Certificate of Completion, Grant Writing
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Cypress College 1971 — 1974
A.A., Management and Marketing
Brad Hunt Brad Hunt's Bank of America Experience March 2003 - May 2005
Job Vice President, Market Manager at Salem Five
Industry Banking
Experience
Salem Five Bank January 2015 - Present
Salem Five June 2005 - January 2015
Beverly Chamber of Commerce 2009 - 2009
Bank of America March 2003 - May 2005
Enterprise Rent-A-Car 1999 - 2003
Skills
Commercial Lending, Customer Service, Loans, Business Development, Banking, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Loan Origination, Relationship Management, Sales Management, Leadership, Strategic Planning, Consumer Lending, Investments, Retail Banking, Risk Management, Sales, Underwriting, Finance, Mortgage Lending, Insurance, Negotiation, Cross Selling, Financial Analysis, Small Business, Credit Analysis, Financial Services, Lines Of Credit, Wealth Management
Education
Colgate University 1995 — 1999
Berkshire School 1992 — 1995
Salem Five Bank January 2015 - Present
Salem Five June 2005 - January 2015
Beverly Chamber of Commerce 2009 - 2009
Bank of America March 2003 - May 2005
Enterprise Rent-A-Car 1999 - 2003
Skills
Commercial Lending, Customer Service, Loans, Business Development, Banking, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Loan Origination, Relationship Management, Sales Management, Leadership, Strategic Planning, Consumer Lending, Investments, Retail Banking, Risk Management, Sales, Underwriting, Finance, Mortgage Lending, Insurance, Negotiation, Cross Selling, Financial Analysis, Small Business, Credit Analysis, Financial Services, Lines Of Credit, Wealth Management
Education
Colgate University 1995 — 1999
Berkshire School 1992 — 1995
Craig Peters Craig Peters's Bank of America Experience April 2011 - Present
Job Content specialist. Copywriter. Digital marketer. Springsteen fan. (Not always in that order.)
Industry Marketing and Advertising
Experience
Bank of America April 2011 - Present
Cancer Support Community of Philadelphia February 2012 - Present
CKPcreative 2004 - Present
BP Media Relations January 2007 - Present
kajeet 2006 - 2008
Feld Entertainment 1996 - 2005
Kappa Publishing 1992 - 1996
Skills
Editorial, Social Media, Media Relations, Email Marketing, SEO, Online Marketing, Copywriting, Web Content, Content Strategy, Online Advertising, Digital Marketing, Video, Blogging, Press Releases, Digital Media, Marketing Communications, Social Media Marketing, Advertising, Corporate Communications, Publicity, New Media, Strategy, Entertainment, Public Relations, Web Analytics, Newsletters, Publishing, Marketing, User Experience, Start-ups, Web Marketing, Content Marketing, Editing, SEO copywriting, Digital Strategy, Content Management, Brand Development, Magazines, Integrated Marketing, Photography, Content Development, Branding & Identity, Mobile Marketing, Direct Marketing, Social Networking, Web Content Management, Creative Direction, Google Analytics, Marketing Strategy
Education
Colgate University 1976 — 1980
B.A., English, Philosophy
Bank of America April 2011 - Present
Cancer Support Community of Philadelphia February 2012 - Present
CKPcreative 2004 - Present
BP Media Relations January 2007 - Present
kajeet 2006 - 2008
Feld Entertainment 1996 - 2005
Kappa Publishing 1992 - 1996
Skills
Editorial, Social Media, Media Relations, Email Marketing, SEO, Online Marketing, Copywriting, Web Content, Content Strategy, Online Advertising, Digital Marketing, Video, Blogging, Press Releases, Digital Media, Marketing Communications, Social Media Marketing, Advertising, Corporate Communications, Publicity, New Media, Strategy, Entertainment, Public Relations, Web Analytics, Newsletters, Publishing, Marketing, User Experience, Start-ups, Web Marketing, Content Marketing, Editing, SEO copywriting, Digital Strategy, Content Management, Brand Development, Magazines, Integrated Marketing, Photography, Content Development, Branding & Identity, Mobile Marketing, Direct Marketing, Social Networking, Web Content Management, Creative Direction, Google Analytics, Marketing Strategy
Education
Colgate University 1976 — 1980
B.A., English, Philosophy
Lynn Anderson Lynn Anderson's Bank of America Experience 2006 - 2009
Job Senior Director, Market Planning at Capital One Bank
Industry Banking
Experience
Capital One October 2011 - Present
Capital One October 2011 - Present
Union Bank May 2010 - September 2011
Bank of America 2006 - 2009
Wachovia Bank 2006 - 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual 1997 - 2005
Washington Mutual Bank 1989 - 1997
Washington Mutual Bank 1987 - 1989
Washington Mutual Bank 1985 - 1987
Skills
Strategic Planning, Budgets, Project Planning, Leadership, New Business Development, Analytics, Cross-functional Team..., Analysis, Banking, Financial Analysis, Management, Forecasting, Portfolio Management, Mergers, Strategy, Retail Banking, Segmentation, Team Building, Integrated Marketing, Vendor Management, Market Analysis, Due Diligence, Customer Service, Market Planning, Retail, Financial Services, Integration, Recruiting, Business Planning, Marketing Strategy, Relationship Mgmt, Finance, Mortgage Lending, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Process Improvement, Business Analysis, Product Management, Market Research, Business Strategy, Coaching
Education
University of Washington 1976 — 1979
MA, Economic Geography
Colgate University 1973 — 1976
BA, Math and Geography
Capital One October 2011 - Present
Capital One October 2011 - Present
Union Bank May 2010 - September 2011
Bank of America 2006 - 2009
Wachovia Bank 2006 - 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual 1997 - 2005
Washington Mutual Bank 1989 - 1997
Washington Mutual Bank 1987 - 1989
Washington Mutual Bank 1985 - 1987
Skills
Strategic Planning, Budgets, Project Planning, Leadership, New Business Development, Analytics, Cross-functional Team..., Analysis, Banking, Financial Analysis, Management, Forecasting, Portfolio Management, Mergers, Strategy, Retail Banking, Segmentation, Team Building, Integrated Marketing, Vendor Management, Market Analysis, Due Diligence, Customer Service, Market Planning, Retail, Financial Services, Integration, Recruiting, Business Planning, Marketing Strategy, Relationship Mgmt, Finance, Mortgage Lending, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Process Improvement, Business Analysis, Product Management, Market Research, Business Strategy, Coaching
Education
University of Washington 1976 — 1979
MA, Economic Geography
Colgate University 1973 — 1976
BA, Math and Geography
David Ruby's Bank of America Experience 1998 - 2003
Job Finance
Industry Investment Management
Experience
Highland Capital Management, LLC 2003 - 2008
Bank of America 1998 - 2003
Hughes Link & Craddock 1995 - 1998
Education
College for Financial Planning 1995 — 1997
CFP
University of Washington School of Law 1991 — 1994
JD, MPA
Swarthmore College 1986 — 1990
BA
Highland Capital Management, LLC 2003 - 2008
Bank of America 1998 - 2003
Hughes Link & Craddock 1995 - 1998
Education
College for Financial Planning 1995 — 1997
CFP
University of Washington School of Law 1991 — 1994
JD, MPA
Swarthmore College 1986 — 1990
BA
David Hasegawa's Bank of America Experience June 2009 - Present
Job VP; Client Fulfillment Consultant at Bank of America
Industry Financial Services
Experience
Bank of America June 2009 - Present
Skills
Financial Planning, Investments, Analysis, Retirement, Insurance, Project Planning, Project Implementation, Treasury Services, Treasury Management, Corporate Treasury
Education
College for Financial Planning 2006 — 2009
CRPC®
College for Financial Planning 2006 — 2009
AAMS®
University of California, Irvine 2003 — 2005
B.A.
Diablo Valley College 2000 — 2003
Bank of America June 2009 - Present
Skills
Financial Planning, Investments, Analysis, Retirement, Insurance, Project Planning, Project Implementation, Treasury Services, Treasury Management, Corporate Treasury
Education
College for Financial Planning 2006 — 2009
CRPC®
College for Financial Planning 2006 — 2009
AAMS®
University of California, Irvine 2003 — 2005
B.A.
Diablo Valley College 2000 — 2003
Cathy (Cottrell) Grim's Bank of America Experience April 1993 - February 1996
Job Director Product Operations and Support
Industry Information Technology and Services
Experience
Cylance, Inc. May 2013 - Present
McAfee Inc. July 2005 - May 2013
BMC Software February 2000 - July 2005
BMC Software November 1998 - February 2000
GameSpy Inc February 1996 - October 1998
Bank of America April 1993 - February 1996
Skills
Computer Security, Identity Management, Security, McAfee, CISSP, Cloud Computing, Vulnerability Management, Enterprise Software, Virtualization, Unix, Information Security, ITIL, Network Security, Solaris, VMware, Information Security..., Agile Methodologies, Integration, Zendesk, Encryption, Servers, TCP/IP, Squirrels, Customer Support
Education
Coleman College 1990 — 1992
Software Engineering
Troy High School 1982 — 1986
Cylance, Inc. May 2013 - Present
McAfee Inc. July 2005 - May 2013
BMC Software February 2000 - July 2005
BMC Software November 1998 - February 2000
GameSpy Inc February 1996 - October 1998
Bank of America April 1993 - February 1996
Skills
Computer Security, Identity Management, Security, McAfee, CISSP, Cloud Computing, Vulnerability Management, Enterprise Software, Virtualization, Unix, Information Security, ITIL, Network Security, Solaris, VMware, Information Security..., Agile Methodologies, Integration, Zendesk, Encryption, Servers, TCP/IP, Squirrels, Customer Support
Education
Coleman College 1990 — 1992
Software Engineering
Troy High School 1982 — 1986
Mac Gardner, CFP®, CRPS®, CRPC®'s Bank of America Experience March 2007 - November 2007
Job Branch Director of Executive Planning at The Noble Group
Industry Financial Services
Experience
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
Laura Madson's Bank of America Experience December 2007 - January 2010
Job Veterinary Assistant
Industry Veterinary
Experience
Roller Derby 2009 - Present
Jet City Rollergirls January 2012 - November 2013
North Creek Pet Hospital March 2012 - October 2013
Aguajito Veterinary Hospital July 2010 - December 2011
Monterey Bay Derby Dames July 2010 - December 2011
Churchland Animal Clinic June 2009 - June 2010
Dominion Derby Girls February 2009 - June 2010
Bank of America December 2007 - January 2010
Ballston Animal Hospital October 2005 - October 2007
Washington Mutual February 2004 - August 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, 10 Key, Data Entry, Banking, Outlook, PowerPoint, Microsoft Office, Fundraising, Data Analysis, Nonprofits, Public Speaking, Social Media, Training
Education
Colgate University 1999 — 2003
B.A., Music
Bremerton High School 1995 — 1999
Diploma
Roller Derby 2009 - Present
Jet City Rollergirls January 2012 - November 2013
North Creek Pet Hospital March 2012 - October 2013
Aguajito Veterinary Hospital July 2010 - December 2011
Monterey Bay Derby Dames July 2010 - December 2011
Churchland Animal Clinic June 2009 - June 2010
Dominion Derby Girls February 2009 - June 2010
Bank of America December 2007 - January 2010
Ballston Animal Hospital October 2005 - October 2007
Washington Mutual February 2004 - August 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, 10 Key, Data Entry, Banking, Outlook, PowerPoint, Microsoft Office, Fundraising, Data Analysis, Nonprofits, Public Speaking, Social Media, Training
Education
Colgate University 1999 — 2003
B.A., Music
Bremerton High School 1995 — 1999
Diploma
Josh Barone's Bank of America Experience June 2009 - October 2013
Job IT Director @ Ally Financial, MBA, PMP
Industry Information Technology and Services
Experience
Ally Financial Inc. June 2015 - Present
Ally Financial Inc. November 2013 - Present
Bank of America June 2009 - October 2013
Bank of America 2008 - 2009
Keane 2000 - 2008
Banyan Development April 2006 - October 2006
Barone, Murtha Shonberg and White April 2004 - April 2005
Vail Resorts January 2004 - March 2004
PricewaterhouseCoopers August 1999 - August 2000
PNC Bank 1998 - 1999
Skills
Business Analysis, Business Process..., SDLC, Vendor Management, IT Strategy, Requirements Analysis, Software Project..., Business Process, Ariba, Management Consulting, Change Management, Analytics, Business Intelligence, Process Improvement, Business Process..., Requirements Gathering, Project Portfolio..., PMP, Risk Management, Project Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Business Administration and Management, General
The George Washington University 2001 — 2003
Master of Science, Management Information Systems
Colgate University 1995 — 1999
BA, Economics
Ally Financial Inc. June 2015 - Present
Ally Financial Inc. November 2013 - Present
Bank of America June 2009 - October 2013
Bank of America 2008 - 2009
Keane 2000 - 2008
Banyan Development April 2006 - October 2006
Barone, Murtha Shonberg and White April 2004 - April 2005
Vail Resorts January 2004 - March 2004
PricewaterhouseCoopers August 1999 - August 2000
PNC Bank 1998 - 1999
Skills
Business Analysis, Business Process..., SDLC, Vendor Management, IT Strategy, Requirements Analysis, Software Project..., Business Process, Ariba, Management Consulting, Change Management, Analytics, Business Intelligence, Process Improvement, Business Process..., Requirements Gathering, Project Portfolio..., PMP, Risk Management, Project Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Business Administration and Management, General
The George Washington University 2001 — 2003
Master of Science, Management Information Systems
Colgate University 1995 — 1999
BA, Economics
Kera Van Valen, CFA's Bank of America Experience 2002 - 2005
Job Managing Director, Investment Analyst and Portfolio Manager at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
Katherine L. Meeker's Bank of America Experience June 2012 - Present
Job AVP; Market Information Consultant CP, Network Strategy Analytics at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America June 2010 - August 2012
Meeker Consulting August 2009 - June 2010
University of Michigan August 2007 - May 2009
U.S. Department of Energy May 2008 - August 2008
Lombardi Cancer Center May 2005 - August 2007
Georgetown University June 2003 - May 2005
Roswell Park Cancer Institute May 2002 - August 2002
Skills
SAS, Microsoft Office, Data Analysis, SPSS, Numerical Analysis, Market Analysis, JMP, Statistics, Microsoft Excel, Statistical Modeling, Analytics, Public Speaking, R, Research, Leadership, Data Mining, Quantitative Analytics, Visio
Education
University of Michigan 2007 — 2009
MA, Applied Statistics
Georgetown University 2003 — 2005
MS, Neuroscience
Colgate University 1999 — 2003
BA, Neuroscience
Bank of America June 2012 - Present
Bank of America June 2010 - August 2012
Meeker Consulting August 2009 - June 2010
University of Michigan August 2007 - May 2009
U.S. Department of Energy May 2008 - August 2008
Lombardi Cancer Center May 2005 - August 2007
Georgetown University June 2003 - May 2005
Roswell Park Cancer Institute May 2002 - August 2002
Skills
SAS, Microsoft Office, Data Analysis, SPSS, Numerical Analysis, Market Analysis, JMP, Statistics, Microsoft Excel, Statistical Modeling, Analytics, Public Speaking, R, Research, Leadership, Data Mining, Quantitative Analytics, Visio
Education
University of Michigan 2007 — 2009
MA, Applied Statistics
Georgetown University 2003 — 2005
MS, Neuroscience
Colgate University 1999 — 2003
BA, Neuroscience
Peter Benham's Bank of America Experience 2004 - 2005
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
RBS Citizens 2011 - August 2014
NewStar Financial, Inc. 2005 - June 2011
Bank of America 2004 - 2005
Fleet Bank 1999 - 2004
Bank of Boston 1993 - 1999
Skills
Banking, Securitization, Leveraged Finance, Capital Markets, Structured Finance, Financial Analysis, Financial Structuring, Finance, Credit Analysis, Investment Banking, Private Equity, Portfolio Management, Fixed Income, Credit Risk, Commercial Lending
Education
Colgate University 1989 — 1993
Economics
Bank of America Merrill Lynch September 2014 - Present
RBS Citizens 2011 - August 2014
NewStar Financial, Inc. 2005 - June 2011
Bank of America 2004 - 2005
Fleet Bank 1999 - 2004
Bank of Boston 1993 - 1999
Skills
Banking, Securitization, Leveraged Finance, Capital Markets, Structured Finance, Financial Analysis, Financial Structuring, Finance, Credit Analysis, Investment Banking, Private Equity, Portfolio Management, Fixed Income, Credit Risk, Commercial Lending
Education
Colgate University 1989 — 1993
Economics
Purnell Mills's Bank of America Experience June 2015 - Present
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Steven M. Nocka's Bank of America Experience March 2008 - January 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2011 - Present
Bank of America March 2008 - January 2009
Bank of America January 2007 - March 2008
Bank of America 1992 - 2008
Bank of America April 2004 - January 2007
Fleet Bank January 2001 - April 2004
Greenwich CT Public Schools September 1986 - August 1990
Skills
Credit, Banking, Middle Market, Commercial Banking, Financial Markets, Credit Analysis, Loans, Capital Markets, Commercial Lending, Financial Structuring, Fixed Income, Portfolio Management, Investment Banking, Alternative Investments, Loan Origination
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Finance
Teachers College of Columbia University 1985 — 1986
MA, Education
Colgate University 1980 — 1984
BA, History and Economics
Bank of America Merrill Lynch August 2011 - Present
Bank of America March 2008 - January 2009
Bank of America January 2007 - March 2008
Bank of America 1992 - 2008
Bank of America April 2004 - January 2007
Fleet Bank January 2001 - April 2004
Greenwich CT Public Schools September 1986 - August 1990
Skills
Credit, Banking, Middle Market, Commercial Banking, Financial Markets, Credit Analysis, Loans, Capital Markets, Commercial Lending, Financial Structuring, Fixed Income, Portfolio Management, Investment Banking, Alternative Investments, Loan Origination
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Finance
Teachers College of Columbia University 1985 — 1986
MA, Education
Colgate University 1980 — 1984
BA, History and Economics
Robert Ehrengruber's Bank of America Experience May 1996 - Present
Job VP Technology Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 1996 - Present
Bank of America May 1996 - Present
Bank of America 1996 - Present
reveal August 1993 - April 1996
MIDCOM Corporation March 1993 - June 1993
Atech May 1992 - November 1992
Darox April 1991 - May 1992
Skills
Disaster Recovery, SDLC, Software Installation, Servers, Active Directory, Technical Support, Incident Management, Troubleshooting, Networking, VPN, Project Management, Hardware, Management, Access, BMC Remedy, Customer Service, Integration, Vendor Management
Education
Coleman College 1989 — 1990
Computer Science
John Burroughs 1981 — 1984
Bank of America May 1996 - Present
Bank of America May 1996 - Present
Bank of America 1996 - Present
reveal August 1993 - April 1996
MIDCOM Corporation March 1993 - June 1993
Atech May 1992 - November 1992
Darox April 1991 - May 1992
Skills
Disaster Recovery, SDLC, Software Installation, Servers, Active Directory, Technical Support, Incident Management, Troubleshooting, Networking, VPN, Project Management, Hardware, Management, Access, BMC Remedy, Customer Service, Integration, Vendor Management
Education
Coleman College 1989 — 1990
Computer Science
John Burroughs 1981 — 1984
Jennifer Pflug's Bank of America Experience September 2009 - March 2013
Job JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2013 - Present
Bank of America September 2009 - March 2013
Deutsche Bank Securities July 2007 - September 2009
Education
Colgate University 2003 — 2007
Bachelor of the Arts, Economics
Universidad Pablo de Olavide 2005 — 2005
Study Abroad, Spanish Language and Literature
JPMorgan Chase March 2013 - Present
Bank of America September 2009 - March 2013
Deutsche Bank Securities July 2007 - September 2009
Education
Colgate University 2003 — 2007
Bachelor of the Arts, Economics
Universidad Pablo de Olavide 2005 — 2005
Study Abroad, Spanish Language and Literature
Alison Altman's Bank of America Experience March 2002 - April 2005
Job Experienced Customer Service Representative
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
BostonCoach June 2006 - April 2008
Bank of America March 2002 - April 2005
Bank of America July 2000 - February 2002
Bank of America December 1998 - July 2000
Bank of America September 1996 - December 1998
Skills
Problem Solving, Listening Skills, Writing, Customer Service, Call Center, Documentation, Research, Long-Term Care Insurance, Group Long-Term Care..., Long Term Care Insurance, Microsoft Office, Microsoft Word, Outlook, Teamwork
Education
Wheelock College Graduate School 1987 — 1991
Master of Science, Child Development and Early Childhood Education
Colby Sawyer College 1977 — 1981
Bachelor of Science, Child Study
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
BostonCoach June 2006 - April 2008
Bank of America March 2002 - April 2005
Bank of America July 2000 - February 2002
Bank of America December 1998 - July 2000
Bank of America September 1996 - December 1998
Skills
Problem Solving, Listening Skills, Writing, Customer Service, Call Center, Documentation, Research, Long-Term Care Insurance, Group Long-Term Care..., Long Term Care Insurance, Microsoft Office, Microsoft Word, Outlook, Teamwork
Education
Wheelock College Graduate School 1987 — 1991
Master of Science, Child Development and Early Childhood Education
Colby Sawyer College 1977 — 1981
Bachelor of Science, Child Study
Craig Hardwick's Bank of America Experience November 1999 - September 2000
Job Vice President, Sr. Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust October 2009 - Present
Harris myCFO September 2000 - October 2009
Harris myCFO 2000 - 2008
Bank of America November 1999 - September 2000
Bank of America January 1997 - October 1999
Skills
Investments, Financial Services
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BS, Finance and Marketing
Northern Trust October 2009 - Present
Harris myCFO September 2000 - October 2009
Harris myCFO 2000 - 2008
Bank of America November 1999 - September 2000
Bank of America January 1997 - October 1999
Skills
Investments, Financial Services
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BS, Finance and Marketing
David Buccolo's Bank of America Experience August 2010 - June 2015
Job Principal at Idaho Wine Merchant
Industry Wine and Spirits
Experience
Idaho Wine Merchant June 2015 - Present
Bank of America August 2010 - June 2015
Cascade Capital Management May 2009 - August 2010
GE Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Bank of America 1997 - 2005
Chemical Bank 1994 - 1995
Chemical Bank 1991 - 1994
Skills
Financial Structuring, Structured Finance, Portfolio Management, Mergers & Acquisitions, Project Finance, Banking, Loans, Commercial Banking, Underwriting, Trading, Capital Markets, Credit Analysis, Credit, Corporate Finance, Asset Based Lending
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1987 — 1991
BA, Economics
New Hartford High 1984 — 1987
Idaho Wine Merchant June 2015 - Present
Bank of America August 2010 - June 2015
Cascade Capital Management May 2009 - August 2010
GE Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Bank of America 1997 - 2005
Chemical Bank 1994 - 1995
Chemical Bank 1991 - 1994
Skills
Financial Structuring, Structured Finance, Portfolio Management, Mergers & Acquisitions, Project Finance, Banking, Loans, Commercial Banking, Underwriting, Trading, Capital Markets, Credit Analysis, Credit, Corporate Finance, Asset Based Lending
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1987 — 1991
BA, Economics
New Hartford High 1984 — 1987
Dan Saylor's Bank of America Experience 2003 - 2005
Job Seeking Opportunities in Finance & Accounting
Industry Higher Education
Experience
University of Phoenix 2008 - Present
University of Phoenix 2007 - 2008
Accountemps Agency (Wells Fargo Bank) 2005 - 2006
Bank of America 2003 - 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Statistics
Education
College for Financial Planning 2014 — 2015
Financial Analysis Level I Graduate Certificate, Financial Analysis
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Emphasis in Accounting
New Mexico State University 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
University of Phoenix 2008 - Present
University of Phoenix 2007 - 2008
Accountemps Agency (Wells Fargo Bank) 2005 - 2006
Bank of America 2003 - 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Statistics
Education
College for Financial Planning 2014 — 2015
Financial Analysis Level I Graduate Certificate, Financial Analysis
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Emphasis in Accounting
New Mexico State University 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Peter Kugeler's Bank of America Experience June 2010 - October 2010
Job VP, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Joshua D. Pritchard's Bank of America Experience August 2006 - October 2010
Job Anchour
Industry Public Relations and Communications
Experience
Anchour October 2014 - Present
Rainmaker Spring August 2013 - October 2014
State Farm Insurance August 2011 - August 2013
TRU Management Consulting, LLC November 2010 - August 2011
Bank of America August 2006 - October 2010
Yellow Book August 2005 - July 2006
Skills
Account Management, Banking, Customer Service, Event Planning, Financial Analysis, Insurance, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Risk Management, Sales, Strategic Financial..., Strategic Planning, Team Leadership, Management, Marketing, Team Building, Sales Management, Strategy
Education
Colby Sawyer College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Greenwich High School 1997 — 2001
High School Diploma (GED)
Anchour October 2014 - Present
Rainmaker Spring August 2013 - October 2014
State Farm Insurance August 2011 - August 2013
TRU Management Consulting, LLC November 2010 - August 2011
Bank of America August 2006 - October 2010
Yellow Book August 2005 - July 2006
Skills
Account Management, Banking, Customer Service, Event Planning, Financial Analysis, Insurance, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Risk Management, Sales, Strategic Financial..., Strategic Planning, Team Leadership, Management, Marketing, Team Building, Sales Management, Strategy
Education
Colby Sawyer College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Greenwich High School 1997 — 2001
High School Diploma (GED)
Sandy Siegel's Bank of America Experience June 2013 - Present
Job VP, Vendor Manager at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Education
Colgate University
Bank of America June 2013 - Present
Education
Colgate University
Gena Hamby's Bank of America Experience July 2002 - Present
Job VP Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2002 - Present
Pirelli Cables 1995 - 1998
Education
Huntington Univeristy
BS, Computer Science
Indiana Wesleyan University
BS, Business Administration
College for Financial Planning
Financial Planning
Bank of America July 2002 - Present
Pirelli Cables 1995 - 1998
Education
Huntington Univeristy
BS, Computer Science
Indiana Wesleyan University
BS, Business Administration
College for Financial Planning
Financial Planning
Cary Rubinstein's Bank of America Experience October 2001 - March 2011
Job Managing Director, Consumer, Business Bank and Wealth Marketing at Union Bank
Industry Financial Services
Experience
Union Bank March 2011 - Present
Bank of America October 2001 - March 2011
SciQuest October 1999 - September 2001
FedEx January 1997 - October 1999
Skills
Marketing, Integrated Marketing, Marketing Strategy, Leadership, Segmentation, Banking, Relationship Management, Marketing Communications
Education
Northwestern University 1995 — 1996
MS, Integrated Marketing Communications
Colgate University 1991 — 1995
BS, English
University of Oxford 1994 — 1994
English, Politics
Union Bank March 2011 - Present
Bank of America October 2001 - March 2011
SciQuest October 1999 - September 2001
FedEx January 1997 - October 1999
Skills
Marketing, Integrated Marketing, Marketing Strategy, Leadership, Segmentation, Banking, Relationship Management, Marketing Communications
Education
Northwestern University 1995 — 1996
MS, Integrated Marketing Communications
Colgate University 1991 — 1995
BS, English
University of Oxford 1994 — 1994
English, Politics
Dan Comisar's Bank of America Experience 2011 - Present
Job SVP, Human Resources Executive at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Jan S Gundersen's Bank of America Experience November 2008 - January 2009
Job Managing Director, Advice & Planning at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
Rick Van Dresser's Bank of America Experience October 2007 - February 2009
Job CTP, VP, Senior Relationship Manager Government Banking Team, Huntington National Bank
Industry Banking
Experience
Huntington National Bank August 2009 - Present
Bank of America October 2007 - February 2009
LaSalle Bank July 2005 - September 2007
LaSalle Bank - LaSalle Financial Services September 2002 - June 2005
Standard Federal Bank 1996 - 2002
Skills
Treasury Management, Risk Management, Banking, Commercial Lending, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Due Diligence, CRM, Loans, Portfolio Management, Credit, Financial Analysis, Management
Education
Association for Financial Professionals 2011 — 2011
Certified Treasury Professional
Walsh College of Accountancy and Business Administration
Master of Science
College for Financial Planning 1989 — 1989
CFP
Michigan State University
BA
Huntington National Bank August 2009 - Present
Bank of America October 2007 - February 2009
LaSalle Bank July 2005 - September 2007
LaSalle Bank - LaSalle Financial Services September 2002 - June 2005
Standard Federal Bank 1996 - 2002
Skills
Treasury Management, Risk Management, Banking, Commercial Lending, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Due Diligence, CRM, Loans, Portfolio Management, Credit, Financial Analysis, Management
Education
Association for Financial Professionals 2011 — 2011
Certified Treasury Professional
Walsh College of Accountancy and Business Administration
Master of Science
College for Financial Planning 1989 — 1989
CFP
Michigan State University
BA
Alan Gammel's Bank of America Experience December 1979 - December 1990
Job Investment Advisor Representative at First Affirmative Financial Network
Industry Financial Services
Experience
First Affirmative Financial Network October 2010 - Present
Institute of Cultural Affairs January 2009 - Present
ToP Trainers Network 1993 - Present
Primerica January 1986 - Present
South Seattle Community College May 1995 - October 1998
Pacific First Bank December 1990 - July 1994
Bank of America December 1979 - December 1990
Skills
Workshop Facilitation, Wealth Management, Socially Responsible..., Investments, Training Delivery, Team Leadership, Life Insurance, Long Term Care Insurance, Annuities
Education
College for Financial Planning 1990 — 1994
Certified Financial Planner Certificant, Financial Planning
Seattle University 1981 — 1987
MBA, Finance
Phillips University 1969 — 1973
BA, Sociology
First Affirmative Financial Network October 2010 - Present
Institute of Cultural Affairs January 2009 - Present
ToP Trainers Network 1993 - Present
Primerica January 1986 - Present
South Seattle Community College May 1995 - October 1998
Pacific First Bank December 1990 - July 1994
Bank of America December 1979 - December 1990
Skills
Workshop Facilitation, Wealth Management, Socially Responsible..., Investments, Training Delivery, Team Leadership, Life Insurance, Long Term Care Insurance, Annuities
Education
College for Financial Planning 1990 — 1994
Certified Financial Planner Certificant, Financial Planning
Seattle University 1981 — 1987
MBA, Finance
Phillips University 1969 — 1973
BA, Sociology
Armando Tello's Bank of America Experience 1997 - 2002
Job Exec Dir Head Network Banks Clients Americas at SC
Industry Banking
Experience
Standard Chartered Bank June 2014 - Present
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank July 2010 - September 2011
Standard Chartered Bank January 2005 - August 2010
Banco Standard Chartered Colombia March 2003 - December 2004
Bank of America 1997 - 2002
Citi Colfondos March 1996 - December 1997
KPMG Peat Marwick 1994 - 1995
Skills
Business Strategy, Delivering Results, Project Management, Financial Risk, Risk Management, Performance Appraisal, Finance, Manage Client..., Business Planning, Basel III, Strategic Financial..., MIS, Financial Analysis, Analysis, Investments, Credit Risk, Execution Management..., Trade Finance, Corporate Finance, Financial Modeling, Managerial Finance, Execution Management, Operational Risk..., Commercial Banking, Anti Money Laundering, Cash Management, Performance Management, Accounting
Education
INALDE 2002 — 2002
Diploma, Management Development Program
Colegio de Estudios Superiores de Administración 1996 — 1997
Specialization, Corporate Finance, Diploma
Colegio de Estudios Superiores de Administración 1991 — 1995
BBA, Business Administration
Standard Chartered Bank June 2014 - Present
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank July 2010 - September 2011
Standard Chartered Bank January 2005 - August 2010
Banco Standard Chartered Colombia March 2003 - December 2004
Bank of America 1997 - 2002
Citi Colfondos March 1996 - December 1997
KPMG Peat Marwick 1994 - 1995
Skills
Business Strategy, Delivering Results, Project Management, Financial Risk, Risk Management, Performance Appraisal, Finance, Manage Client..., Business Planning, Basel III, Strategic Financial..., MIS, Financial Analysis, Analysis, Investments, Credit Risk, Execution Management..., Trade Finance, Corporate Finance, Financial Modeling, Managerial Finance, Execution Management, Operational Risk..., Commercial Banking, Anti Money Laundering, Cash Management, Performance Management, Accounting
Education
INALDE 2002 — 2002
Diploma, Management Development Program
Colegio de Estudios Superiores de Administración 1996 — 1997
Specialization, Corporate Finance, Diploma
Colegio de Estudios Superiores de Administración 1991 — 1995
BBA, Business Administration
Andrew Rosenberg, CFA's Bank of America Experience October 2004 - July 2007
Job Equity Analyst at WEDGE Capital
Industry Capital Markets
Experience
WEDGE Capital August 2007 - Present
Bank of America October 2004 - July 2007
Bank of America July 2002 - September 2004
Goldman Sachs April 1997 - June 2000
Skills
Hedge Funds, Portfolio Management, Investments, Investment Strategies, Fixed Income, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Asset Management, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Equities
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance and Accounting
Colgate University 1988 — 1992
BA, English
WEDGE Capital August 2007 - Present
Bank of America October 2004 - July 2007
Bank of America July 2002 - September 2004
Goldman Sachs April 1997 - June 2000
Skills
Hedge Funds, Portfolio Management, Investments, Investment Strategies, Fixed Income, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Asset Management, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Equities
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance and Accounting
Colgate University 1988 — 1992
BA, English
Diana Hatfield's Bank of America Experience 1995 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MBNA October 1995 - April 2005
Bank of America 1995 - 2005
First American Excelis 1986 - 1995
Education
Coleman College 1975 — 1975
Data Processing, Programming & Analysis
MBNA October 1995 - April 2005
Bank of America 1995 - 2005
First American Excelis 1986 - 1995
Education
Coleman College 1975 — 1975
Data Processing, Programming & Analysis
Cherie Mason's Bank of America Experience April 1997 - July 1999
Job Regional Retirement Specialist/ Employee Benefit Specialist at Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Gregg R Steamer's Bank of America Experience October 1989 - November 1998
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2003 - Present
Harris Bank April 2001 - April 2003
Lyon Street Asset Management - affiliate of Old Kent Bank November 1998 - April 2001
Bank of America October 1989 - November 1998
Scudder, Stevens & Clark April 1979 - October 1989
Education
Colgate University
BA, History
Northern Trust April 2003 - Present
Harris Bank April 2001 - April 2003
Lyon Street Asset Management - affiliate of Old Kent Bank November 1998 - April 2001
Bank of America October 1989 - November 1998
Scudder, Stevens & Clark April 1979 - October 1989
Education
Colgate University
BA, History
Fitzgerald Conor's Bank of America Experience October 2010 - May 2012
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2012 - Present
Bank of America October 2010 - May 2012
KBW August 2008 - October 2010
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, History
Goldman Sachs May 2012 - Present
Bank of America October 2010 - May 2012
KBW August 2008 - October 2010
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, History
Gregory Grillo's Bank of America Experience 1984 - 1997
Job Sr. Software Engineer at Cedexis
Industry Information Technology and Services
Experience
Cedexis January 2012 - Present
ADP / Cobalt May 2010 - January 2012
VTFS 2009 - 2011
Meridian Group February 2009 - May 2010
RBA International 1997 - 2008
Bank of America 1984 - 1997
Skills
Spring, Agile Methodologies, Java, Web Applications, Cloud Computing, Test Driven Development, JavaScript, PostgreSQL, SQL, Integration, Web Services, REST, Analytics, Hibernate, Linux, Tomcat, Redis, Groovy, Spring Framework
Education
University of San Francisco 1993 — 1996
Bachelor of Science, Computer Information Systems
Coleman College 1988 — 1990
Associate in Science, Computer Science
Cedexis January 2012 - Present
ADP / Cobalt May 2010 - January 2012
VTFS 2009 - 2011
Meridian Group February 2009 - May 2010
RBA International 1997 - 2008
Bank of America 1984 - 1997
Skills
Spring, Agile Methodologies, Java, Web Applications, Cloud Computing, Test Driven Development, JavaScript, PostgreSQL, SQL, Integration, Web Services, REST, Analytics, Hibernate, Linux, Tomcat, Redis, Groovy, Spring Framework
Education
University of San Francisco 1993 — 1996
Bachelor of Science, Computer Information Systems
Coleman College 1988 — 1990
Associate in Science, Computer Science
Margaret (Gary) Bender's Bank of America Experience 1992 - 2006
Job Executive Director and Program Manager at Valley Life for All
Industry Individual & Family Services
Experience
Valley Life for All September 2012 - Present
Clarity Advantage/Vertical IQ (2011 – present) February 2011 - Present
Valley Life for All January 2011 - Present
The Extraordinary Girl, LLC November 2009 - Present
WindWalkers, Equine Assisted Therapy Center (2007 – present) February 2008 - Present
SEAC (Special Education Advisory Council) for Roaring Fork School District March 2010 - March 2012
PEAK Parent Center June 2011 - October 2011
Bank of America 1992 - 2006
National Association for Down Syndrome June 1994 - June 2004
Skills
Training, Customer Service, Leadership, Cash Management, Non-profits, Nonprofits, Treasury Management, Public Speaking, Policy, Staff Development, Strategic Planning, Team Building, Management, Strategy, Grants, Budgets, Fundraising, Blogging, Community Outreach, Sales, Leadership Development, Event Planning, Data Analysis, Volunteer Management, Project Planning, Coaching, Program Development
Education
Colgate University 1975 — 1979
BA, History
Stuart CDS
Valley Life for All September 2012 - Present
Clarity Advantage/Vertical IQ (2011 – present) February 2011 - Present
Valley Life for All January 2011 - Present
The Extraordinary Girl, LLC November 2009 - Present
WindWalkers, Equine Assisted Therapy Center (2007 – present) February 2008 - Present
SEAC (Special Education Advisory Council) for Roaring Fork School District March 2010 - March 2012
PEAK Parent Center June 2011 - October 2011
Bank of America 1992 - 2006
National Association for Down Syndrome June 1994 - June 2004
Skills
Training, Customer Service, Leadership, Cash Management, Non-profits, Nonprofits, Treasury Management, Public Speaking, Policy, Staff Development, Strategic Planning, Team Building, Management, Strategy, Grants, Budgets, Fundraising, Blogging, Community Outreach, Sales, Leadership Development, Event Planning, Data Analysis, Volunteer Management, Project Planning, Coaching, Program Development
Education
Colgate University 1975 — 1979
BA, History
Stuart CDS
James Lalor CRPC®'s Bank of America Experience October 2014 - Present
Job
Industry Financial Services
Experience
Bank of America October 2014 - Present
Merrill Lynch - Bank of America March 2012 - Present
USMC Reserves "Buffalo's Own Rifle Company" January 2009 - Present
Skills
Financial Analysis, Strategic Financial..., Project Planning, Wealth Management, Series 7, Portfolio Management, Fixed Income, Insurance, Equities, Uniform Combined State..., Financial Risk, Wealth, Options, Team Building, Budgets, Retirement Planning, Security Clearance, Military, Entrepreneurship, Securities, Mutual Funds, ETFs, Finance, Investments, Microsoft Excel, Estate Planning, Military Operations, Risk Management
Education
Officer Candidate School, USMC 2007 — 2007
Rutgers, University College
Bachelor of Arts, Political Science
College for Financial Planning
Chartered Retirement Planning Counselor
Bank of America October 2014 - Present
Merrill Lynch - Bank of America March 2012 - Present
USMC Reserves "Buffalo's Own Rifle Company" January 2009 - Present
Skills
Financial Analysis, Strategic Financial..., Project Planning, Wealth Management, Series 7, Portfolio Management, Fixed Income, Insurance, Equities, Uniform Combined State..., Financial Risk, Wealth, Options, Team Building, Budgets, Retirement Planning, Security Clearance, Military, Entrepreneurship, Securities, Mutual Funds, ETFs, Finance, Investments, Microsoft Excel, Estate Planning, Military Operations, Risk Management
Education
Officer Candidate School, USMC 2007 — 2007
Rutgers, University College
Bachelor of Arts, Political Science
College for Financial Planning
Chartered Retirement Planning Counselor
Ray Bligh's Bank of America Experience October 2000 - August 2006
Job Principal at Bounty Management
Industry Investment Management
Experience
Bounty Management August 2008 - Present
U.S. Trust August 2006 - August 2008
Bank of America October 2000 - August 2006
American Express August 1998 - October 2000
JP Morgan Chase February 1995 - August 1998
Skills
Portfolio Management, Alternative Investments, Investment Management, Private Equity, Corporate Finance, Relationship Management, Business Development, Marketing, Mergers, Product Management, Business Strategy, Product Development
Education
Columbia University - Columbia Business School
MBA, Finance
Colby College
BA
Bounty Management August 2008 - Present
U.S. Trust August 2006 - August 2008
Bank of America October 2000 - August 2006
American Express August 1998 - October 2000
JP Morgan Chase February 1995 - August 1998
Skills
Portfolio Management, Alternative Investments, Investment Management, Private Equity, Corporate Finance, Relationship Management, Business Development, Marketing, Mergers, Product Management, Business Strategy, Product Development
Education
Columbia University - Columbia Business School
MBA, Finance
Colby College
BA
Morgan Borer's Bank of America Experience January 2013 - Present
Job VP, Business Process Manager at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Bank of America March 1997 - December 2012
Skills
Sales, Vendor Management, Banking, Team Building, Strategic Planning, Training, Process Improvement, Project Management, Customer Service, Risk Management, Public Speaking, Leadership, Microsoft Office, Management, Team Leadership, Microsoft Excel
Education
Colby College 1980 — 1984
Bachelor's Degree, Liberal Arts / Economics Major
Bank of America January 2013 - Present
Bank of America March 1997 - December 2012
Skills
Sales, Vendor Management, Banking, Team Building, Strategic Planning, Training, Process Improvement, Project Management, Customer Service, Risk Management, Public Speaking, Leadership, Microsoft Office, Management, Team Leadership, Microsoft Excel
Education
Colby College 1980 — 1984
Bachelor's Degree, Liberal Arts / Economics Major
Ashley Kepping's Bank of America Experience 2007 - Present
Job Emerging Market Sales, Director
Industry Financial Services
Experience
Bank of America 2007 - Present
Education
Colgate University
Biology
Bank of America 2007 - Present
Education
Colgate University
Biology
Mathew Pallotta's Bank of America Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Jim Gilland's Bank of America Experience 1994 - 2004
Job SVP at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Missie Yachimski's Bank of America Experience April 2003 - Present
Job Officer, Senior Operations Analyst at Bank of America
Industry Financial Services
Experience
Bank of America April 2003 - Present
Skills
Banking, Financial Services, Bloomberg
Education
Colby Sawyer College 1993 — 1997
BS, Business
Bank of America April 2003 - Present
Skills
Banking, Financial Services, Bloomberg
Education
Colby Sawyer College 1993 — 1997
BS, Business
Nikole E. Freeman, PHR's Bank of America Experience July 2004 - Present
Job Staffing Manager, SVP at Bank of America
Industry Banking
Experience
Bank of America July 2004 - Present
Wells Fargo 2002 - 2003
Robert Half International 2001 - 2002
Boss Staffing 1999 - 2001
Skills
Recruiting, Leadership, Organizational..., Management, Benefits Administration, Training, Interviews, Human Resources, Talent Management, Process Improvement, Onboarding, Sourcing, Customer Service, Temporary Placement, Analysis, Talent Acquisition, Diversity, Hiring, Screening, Temporary Staffing, Time Management, Business Development, Sales
Education
The Johns Hopkins University - Carey Business School
Master of Science (MS), Strategic Human Resources and Organizational Development
University of South Florida
Bachelor of Arts, English Literature
Colgate University
Bank of America July 2004 - Present
Wells Fargo 2002 - 2003
Robert Half International 2001 - 2002
Boss Staffing 1999 - 2001
Skills
Recruiting, Leadership, Organizational..., Management, Benefits Administration, Training, Interviews, Human Resources, Talent Management, Process Improvement, Onboarding, Sourcing, Customer Service, Temporary Placement, Analysis, Talent Acquisition, Diversity, Hiring, Screening, Temporary Staffing, Time Management, Business Development, Sales
Education
The Johns Hopkins University - Carey Business School
Master of Science (MS), Strategic Human Resources and Organizational Development
University of South Florida
Bachelor of Arts, English Literature
Colgate University
Fred Heindel's Bank of America Experience 2010 - 2011
Job Enterprise Information Architect, founder and principal at EIM Solutions, Inc.
Industry Pharmaceuticals
Experience
EIM Solutions, Inc. 2014 - Present
Chubb Insurance 2013 - 2014
EIM Solutions, Inc 2011 - 2013
Bank of America 2010 - 2011
Merck 2008 - 2010
Schering-Plough Pharmaceuticals 2000 - 2008
AT&T 1995 - 2000
Merrill Lynch 1991 - 1995
Skills
Master Data Management, Information Management, Business Intelligence, Enterprise Architecture, Data Architecture, Data Warehousing, Integration, Data Management, Program Management, ITIL, IT Strategy, SDLC, ETL, Data Integration, ERP, Strategy, Enterprise Software, Data Analysis, Project Portfolio..., Business Process, Data Modeling, Solution Architecture, Business Analysis, Requirements Gathering
Education
Colgate University
Stevens Institute of Technology
EIM Solutions, Inc. 2014 - Present
Chubb Insurance 2013 - 2014
EIM Solutions, Inc 2011 - 2013
Bank of America 2010 - 2011
Merck 2008 - 2010
Schering-Plough Pharmaceuticals 2000 - 2008
AT&T 1995 - 2000
Merrill Lynch 1991 - 1995
Skills
Master Data Management, Information Management, Business Intelligence, Enterprise Architecture, Data Architecture, Data Warehousing, Integration, Data Management, Program Management, ITIL, IT Strategy, SDLC, ETL, Data Integration, ERP, Strategy, Enterprise Software, Data Analysis, Project Portfolio..., Business Process, Data Modeling, Solution Architecture, Business Analysis, Requirements Gathering
Education
Colgate University
Stevens Institute of Technology
Jeff George's Bank of America Experience February 2003 - February 2004
Job HIGHLY SUCCESSFUL SALES EXECUTIVE
Industry Investment Management
Experience
SunTrust Banks January 2006 - Present
Bank of America February 2003 - February 2004
Prudential Bank and Trust April 2000 - March 2003
First Union February 1998 - December 1999
SunTrust Bank January 1995 - December 1998
SunTrust Bank January 1987 - December 1995
Skills
Professional Firearms..., Investment Management, Real Estate, Commercial Banking, Credit Analysis, Loans, Series 7, Credit, Underwriting, Wealth Management, Series 63, Banking, Private Banking, Ultra High Net Worth..., Retail Banking, New Business Development, Sales Management, Sales Management..., Consultative Sales..., Sales Presentations, Team Management, Regional Development, Regional Planning, Exceed Sales Goals, Expert relationship..., Employee Training, Employee Management, Investments, Retirement Planning, Portfolio Management, Small Business Lending, Financial Advisory, High Net Worth..., Relationship Management, Financial Services, Strategy, Retirement, Wealth Management..., Investment Advisory, Business Development, Finance, Management
Education
College for Financial Planning 1999 — 1999
CFP Course Completed, Financial Planning and numerous other specialties
Fairleigh Dickinson University 1974 — 1979
BS, Business and Finance
SunTrust Banks January 2006 - Present
Bank of America February 2003 - February 2004
Prudential Bank and Trust April 2000 - March 2003
First Union February 1998 - December 1999
SunTrust Bank January 1995 - December 1998
SunTrust Bank January 1987 - December 1995
Skills
Professional Firearms..., Investment Management, Real Estate, Commercial Banking, Credit Analysis, Loans, Series 7, Credit, Underwriting, Wealth Management, Series 63, Banking, Private Banking, Ultra High Net Worth..., Retail Banking, New Business Development, Sales Management, Sales Management..., Consultative Sales..., Sales Presentations, Team Management, Regional Development, Regional Planning, Exceed Sales Goals, Expert relationship..., Employee Training, Employee Management, Investments, Retirement Planning, Portfolio Management, Small Business Lending, Financial Advisory, High Net Worth..., Relationship Management, Financial Services, Strategy, Retirement, Wealth Management..., Investment Advisory, Business Development, Finance, Management
Education
College for Financial Planning 1999 — 1999
CFP Course Completed, Financial Planning and numerous other specialties
Fairleigh Dickinson University 1974 — 1979
BS, Business and Finance
Marcellus Silva's Bank of America Experience May 1991 - November 1996
Job Solutions Architect at Red Cloud Inc.
Industry Information Technology and Services
Experience
Red Cloud Inc. July 2009 - Present
HP July 2006 - January 2009
CSC October 2002 - January 2006
ThinkFast Consulting May 2001 - May 2002
Syntel July 1999 - March 2001
KPMG CT November 1996 - July 1999
Bank of America May 1991 - November 1996
Fidelity Investments June 1989 - February 1991
USLIFE SYSTEMS February 1986 - June 1989
Skills
Data Architecture, Solution Architecture, Data Warehousing, Business Intelligence, Project Management, ETL, Pre-sales, Master Data Management, Data Integration, Enterprise Architecture, Data Modeling, Dimensional Modeling, OLAP, SDLC, IT Strategy
Education
University of San Diego
Bachelor of Arts (B.A.), Music
Coleman College
Certificate of Proficiency, Information Technology
Red Cloud Inc. July 2009 - Present
HP July 2006 - January 2009
CSC October 2002 - January 2006
ThinkFast Consulting May 2001 - May 2002
Syntel July 1999 - March 2001
KPMG CT November 1996 - July 1999
Bank of America May 1991 - November 1996
Fidelity Investments June 1989 - February 1991
USLIFE SYSTEMS February 1986 - June 1989
Skills
Data Architecture, Solution Architecture, Data Warehousing, Business Intelligence, Project Management, ETL, Pre-sales, Master Data Management, Data Integration, Enterprise Architecture, Data Modeling, Dimensional Modeling, OLAP, SDLC, IT Strategy
Education
University of San Diego
Bachelor of Arts (B.A.), Music
Coleman College
Certificate of Proficiency, Information Technology
Edward Duggan's Bank of America Experience 2001 - 2006
Job Analyst, Consumer Long/ Short Equity at Citadel/ Surveyor Capital
Industry Financial Services
Experience
Citadel/ Surveyor Capital March 2012 - Present
Prentice Capital Management January 2010 - October 2011
Lehman Brothers/ Barclays Capital June 2008 - November 2009
Bank of America 2001 - 2006
Education
Colgate University
University of Virginia Darden School of Business
Citadel/ Surveyor Capital March 2012 - Present
Prentice Capital Management January 2010 - October 2011
Lehman Brothers/ Barclays Capital June 2008 - November 2009
Bank of America 2001 - 2006
Education
Colgate University
University of Virginia Darden School of Business
Scott Parkin's Bank of America Experience May 2012 - June 2013
Job Legal Counsel and Asset Management Attorney at HSBC Global Asset Management (USA) Inc.
Industry Legal Services
Experience
HSBC Global Asset Management (USA) Inc. June 2014 - Present
HSBC Global Asset Management June 2013 - June 2014
Bank of America May 2012 - June 2013
Debicella for Congress 2010 - 2010
Skills
ISDA, Transactional Law, Derivatives, EMIR, European Market..., SICAV, UCITS, MiFID, AIF, AIFMD, Regulatory Risk, Compliance, AML, KYC, FINRA Regulations, Asset Management, Fund Of Funds, Securities Regulation, Securities, Mutual Funds
Education
Western New England College School of Law 2007 — 2010
Juris Doctor, Regulatory, Compliance, and Financial Law
Colgate University 2003 — 2007
Bachelor of Arts, Classical Studies, Political Science
HSBC Global Asset Management (USA) Inc. June 2014 - Present
HSBC Global Asset Management June 2013 - June 2014
Bank of America May 2012 - June 2013
Debicella for Congress 2010 - 2010
Skills
ISDA, Transactional Law, Derivatives, EMIR, European Market..., SICAV, UCITS, MiFID, AIF, AIFMD, Regulatory Risk, Compliance, AML, KYC, FINRA Regulations, Asset Management, Fund Of Funds, Securities Regulation, Securities, Mutual Funds
Education
Western New England College School of Law 2007 — 2010
Juris Doctor, Regulatory, Compliance, and Financial Law
Colgate University 2003 — 2007
Bachelor of Arts, Classical Studies, Political Science
Susan Apple's Bank of America Experience 2001 - 2009
Job Executive Vice President / Retail Bankiing Division Manager at High Point Bank
Industry Banking
Experience
High Point Bank January 2013 - Present
High Point Bank October 2010 - January 2013
High Point Bank June 2009 - October 2010
Bank of America 2001 - 2009
Skills
Leadership, Strategic Planning, Retail Banking, Portfolio Management, Mortgage Lending, Customer Service, Credit, Commercial Banking, Loans, Small Business Lending, Banking, Wealth Management, Credit Analysis, Sales, Real Estate, Commercial Lending, Strategic Financial..., Consumer Lending, Customer Support, Investments, Small Business, Finance, New Business Development, Lines Of Credit, Treasury Management, Mortgage Banking, Financial Analysis, Cross Selling, Deposits, Commercial Mortgages, Credit Risk, Underwriting, Risk Management, Branch Management, Credit Cards, Loan Origination, Relationship Management, Residential Mortgages, Refinance, Construction Loans, Cash Management, Branch Banking, Merchant Services, Financial Services, Asset Based Lending, SBA, Private Banking, ACH, Bank Secrecy Act, Electronic Payments
Education
Guilford College 1981 — 1983
Bachelor of Science, Psychology, Minor in Business
Colby College 1979 — 1981
High Point Bank January 2013 - Present
High Point Bank October 2010 - January 2013
High Point Bank June 2009 - October 2010
Bank of America 2001 - 2009
Skills
Leadership, Strategic Planning, Retail Banking, Portfolio Management, Mortgage Lending, Customer Service, Credit, Commercial Banking, Loans, Small Business Lending, Banking, Wealth Management, Credit Analysis, Sales, Real Estate, Commercial Lending, Strategic Financial..., Consumer Lending, Customer Support, Investments, Small Business, Finance, New Business Development, Lines Of Credit, Treasury Management, Mortgage Banking, Financial Analysis, Cross Selling, Deposits, Commercial Mortgages, Credit Risk, Underwriting, Risk Management, Branch Management, Credit Cards, Loan Origination, Relationship Management, Residential Mortgages, Refinance, Construction Loans, Cash Management, Branch Banking, Merchant Services, Financial Services, Asset Based Lending, SBA, Private Banking, ACH, Bank Secrecy Act, Electronic Payments
Education
Guilford College 1981 — 1983
Bachelor of Science, Psychology, Minor in Business
Colby College 1979 — 1981
Kevin Mulholland, CFA's Bank of America Experience January 2009 - Present
Job Director at Bank of America
Industry Investment Management
Experience
Bank of America January 2009 - Present
Merrill Lynch May 2007 - January 2009
Merrill Lynch August 2003 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Restructuring, Bankruptcy, Investments, Trading, Research, Airlines, Shipping, Transportation, Loans, Bond Markets
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Bank of America January 2009 - Present
Merrill Lynch May 2007 - January 2009
Merrill Lynch August 2003 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Restructuring, Bankruptcy, Investments, Trading, Research, Airlines, Shipping, Transportation, Loans, Bond Markets
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS