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
David Breckenridge, CFP® David Breckenridge, CFP®'s Bank of America Experience 1997 - 2006
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group 2006 - Present
Bank of America 1997 - 2006
Mercantile Bank/U.S. Bank 1987 - 1997
Education
Washington University in St. Louis 1989 — 1991
M.B.A.
Duke University 1979 — 1982
Bachelor of Arts, Economics
Moneta Group 2006 - Present
Bank of America 1997 - 2006
Mercantile Bank/U.S. Bank 1987 - 1997
Education
Washington University in St. Louis 1989 — 1991
M.B.A.
Duke University 1979 — 1982
Bachelor of Arts, Economics
David Azizyan David Azizyan's Bank of America Experience June 2010 - July 2011
Job Doctor of Dental Medicine (DMD) Candidate at LECOM School of Dental Medicine
Industry Medical Practice
Experience
LECOM June 2013 - Present
University of Pennsylvania August 2012 - May 2013
Bank of America June 2010 - July 2011
UCLA September 2007 - June 2009
MegaDent Studios September 2006 - September 2007
University of Southern California August 2005 - June 2006
USC STAR Research Internship 2005 - 2006
Skills
EEG, Medical Devices, Data Analysis, Research, Statistics, Clinical Research, SPSS, R, Biotechnology, Healthcare, PowerPoint, Matlab, Community Outreach, Microsoft Office, Public Speaking, Access, Microsoft Excel, Microsoft Word, Nonprofits, Analysis, Data Entry, Molecular Biology, Public Health, Volunteer Management, Cpr Certified, Fundraising
Education
Lake Erie College of Osteopathic Medicine 2013 — 2017
Doctor of Dental Medicine (DMD)
Drexel University College of Medicine 2011 — 2013
Master of Science (M.S.), Graduate Medical Studies
UCLA 2006 — 2010
Bachelor of Science (B.S.), Physiological Science
LECOM June 2013 - Present
University of Pennsylvania August 2012 - May 2013
Bank of America June 2010 - July 2011
UCLA September 2007 - June 2009
MegaDent Studios September 2006 - September 2007
University of Southern California August 2005 - June 2006
USC STAR Research Internship 2005 - 2006
Skills
EEG, Medical Devices, Data Analysis, Research, Statistics, Clinical Research, SPSS, R, Biotechnology, Healthcare, PowerPoint, Matlab, Community Outreach, Microsoft Office, Public Speaking, Access, Microsoft Excel, Microsoft Word, Nonprofits, Analysis, Data Entry, Molecular Biology, Public Health, Volunteer Management, Cpr Certified, Fundraising
Education
Lake Erie College of Osteopathic Medicine 2013 — 2017
Doctor of Dental Medicine (DMD)
Drexel University College of Medicine 2011 — 2013
Master of Science (M.S.), Graduate Medical Studies
UCLA 2006 — 2010
Bachelor of Science (B.S.), Physiological Science
Ed Lyon Ed Lyon's Bank of America Experience August 1992 - October 1994
Job Principal at Lyon Management
Industry Management Consulting
Experience
Lyon Management Group January 2009 - Present
Wealth Corp. of North Carolina July 1994 - January 2009
Bank of America August 1992 - October 1994
The New England Financial September 1985 - October 1988
Skills
Investments, Strategic Planning, New Business Development, Strategic Financial..., Business Strategy, Project Management, Entrepreneurship, Insurance, Management Consulting, Financial Advisory, Leadership, Public Speaking, Small Business, Finance
Education
The American College 1977 — 1979
MSFS, Financial Planning
Duke University 1959 — 1960
MAT, Education
Duke University 1955 — 1959
AB, Economics
Lyon Management Group January 2009 - Present
Wealth Corp. of North Carolina July 1994 - January 2009
Bank of America August 1992 - October 1994
The New England Financial September 1985 - October 1988
Skills
Investments, Strategic Planning, New Business Development, Strategic Financial..., Business Strategy, Project Management, Entrepreneurship, Insurance, Management Consulting, Financial Advisory, Leadership, Public Speaking, Small Business, Finance
Education
The American College 1977 — 1979
MSFS, Financial Planning
Duke University 1959 — 1960
MAT, Education
Duke University 1955 — 1959
AB, Economics
Tony Cogavin Tony Cogavin's Bank of America Experience February 2015 - Present
Job Vice President at Bank of America
Industry Marketing and Advertising
Experience
Bank of America February 2015 - Present
Bank of America October 2014 - Present
Bank of Ireland December 2012 - November 2013
Bank of Ireland September 2012 - December 2012
Bank of Ireland June 2011 - August 2012
Bank of Ireland May 2009 - June 2011
Eoghan Murphy General Election Campaign 2011 October 2010 - May 2011
Skills
Corporate Social..., Employee Engagement, Corporate Communications, Internal Communications, Content Marketing, Marketing, Google Analytics, Social Media, Copywriting, Twitter, Client Relations Skills, Social Media Marketing, Creativity, WordPress, Problem Solving, Strategy, Blogging, Digital Marketing, Desktop Publishing, Marketing Communications, Advertising, Oral & Written..., Branding & Identity, Customer Value..., Creative Writing, Project Management, Customer Experience, Political Campaigns, Microsoft Office, Google Adwords, Banking, Creative Problem Solving, Microsoft Excel, Payment Systems, Facebook Marketing, Business Development, Written & Oral..., Customer Satisfaction, Electronic Payments, SEPA, Management, Stakeholder Management, Payment Services, Analysis, CRM, Internet Banking, Customer Service
Education
UCD Smufit Business School 2011 — 2013
Master of Science (MSc), Marketing, 1.1 (GPA 3.76)
Dublin Institute of Technology 2010 — 2011
Postgraduate Diploma (Level 9), Managagement and Marketing, 3.8
University College Dublin 1997 — 2000
BA, Philosophy
Bank of America February 2015 - Present
Bank of America October 2014 - Present
Bank of Ireland December 2012 - November 2013
Bank of Ireland September 2012 - December 2012
Bank of Ireland June 2011 - August 2012
Bank of Ireland May 2009 - June 2011
Eoghan Murphy General Election Campaign 2011 October 2010 - May 2011
Skills
Corporate Social..., Employee Engagement, Corporate Communications, Internal Communications, Content Marketing, Marketing, Google Analytics, Social Media, Copywriting, Twitter, Client Relations Skills, Social Media Marketing, Creativity, WordPress, Problem Solving, Strategy, Blogging, Digital Marketing, Desktop Publishing, Marketing Communications, Advertising, Oral & Written..., Branding & Identity, Customer Value..., Creative Writing, Project Management, Customer Experience, Political Campaigns, Microsoft Office, Google Adwords, Banking, Creative Problem Solving, Microsoft Excel, Payment Systems, Facebook Marketing, Business Development, Written & Oral..., Customer Satisfaction, Electronic Payments, SEPA, Management, Stakeholder Management, Payment Services, Analysis, CRM, Internet Banking, Customer Service
Education
UCD Smufit Business School 2011 — 2013
Master of Science (MSc), Marketing, 1.1 (GPA 3.76)
Dublin Institute of Technology 2010 — 2011
Postgraduate Diploma (Level 9), Managagement and Marketing, 3.8
University College Dublin 1997 — 2000
BA, Philosophy
Aditya Desai Aditya Desai's Bank of America Experience May 2014 - July 2015
Job NYU Stern MBA Candidate 2017, Michael Spence Faculty Scholar for Economics and Finance
Industry Banking
Experience
Bank of America May 2014 - July 2015
Bank of America July 2013 - May 2014
Bank of America June 2012 - July 2013
Bank of America June 2011 - August 2011
Bank of America June 2010 - August 2010
Greater Durham Chamber of Commerce June 2009 - August 2009
Skills
Risk Management, Financial Modeling, Data Analysis, Financial Analysis, PowerPoint, Stata, Economics, Credit Risk, Restructuring, Corporate Structure..., Microsoft Excel, Legal Entity Analysis, Corporate Finance, Project Management, Resolution Planning, Recovery Planning, Chapter 11 Bankruptcy, Retail Finance, Regression Analysis, Credit Testing, Leadership, Retail Banking, Valuation, Financial Restructuring, Corporate Valuation, Liquidity Management, Liquidity, Liquidity Risk, Living Will
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
East Chapel Hill High School 2004 — 2008
Bank of America May 2014 - July 2015
Bank of America July 2013 - May 2014
Bank of America June 2012 - July 2013
Bank of America June 2011 - August 2011
Bank of America June 2010 - August 2010
Greater Durham Chamber of Commerce June 2009 - August 2009
Skills
Risk Management, Financial Modeling, Data Analysis, Financial Analysis, PowerPoint, Stata, Economics, Credit Risk, Restructuring, Corporate Structure..., Microsoft Excel, Legal Entity Analysis, Corporate Finance, Project Management, Resolution Planning, Recovery Planning, Chapter 11 Bankruptcy, Retail Finance, Regression Analysis, Credit Testing, Leadership, Retail Banking, Valuation, Financial Restructuring, Corporate Valuation, Liquidity Management, Liquidity, Liquidity Risk, Living Will
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
East Chapel Hill High School 2004 — 2008
Cathy Perry Cathy Perry's Bank of America Experience September 1987 - July 1997
Job Realtor, Interior Designer, AginginPlace Specialist, Home Stager
Industry Real Estate
Experience
Renovate and Redesign, LLC September 2013 - Present
Keller Williams Realty Chesterfield August 2012 - Present
Prudential Alliance, Realtors May 2010 - August 2012
Designs Of The Interior 2006 - 2009
US Bank July 1997 - May 2006
Bank of America September 1987 - July 1997
Price Waterhouse Management Consultants November 1985 - September 1987
Skills
Sellers, Real Estate, Home, Purchase, Listings, First Time Buyers, Single Family Homes, First Time Home Buyers, SFR, Relocation, Selling, House, Residential, Buying, Buyer Representation, Home Staging, Home Marketing, Seniors, Interior Design, Referrals, Negotiation, Residential Homes, Investment Properties, High Value Homes, New Home Sales, Small Business, Condos, Marketing, Sales, Contract Negotiation, Investors, Real Estate Transactions, New Homes, Real Property, Buyers, Short Sales, Move Up Buyers, Townhomes, Property, Luxury, Rentals, Management
Education
The Interior Design Institute 2012 — 2013
Diploma, Interior Design, A
ABA National Graduate Trust School 1991 — 1993
Honors Graduate, trust administration, estate and gift taxation, financial planning
Duke University 1975 — 1979
B.A., English
Warren G Harding High School 1971 — 1975
college prep
Renovate and Redesign, LLC September 2013 - Present
Keller Williams Realty Chesterfield August 2012 - Present
Prudential Alliance, Realtors May 2010 - August 2012
Designs Of The Interior 2006 - 2009
US Bank July 1997 - May 2006
Bank of America September 1987 - July 1997
Price Waterhouse Management Consultants November 1985 - September 1987
Skills
Sellers, Real Estate, Home, Purchase, Listings, First Time Buyers, Single Family Homes, First Time Home Buyers, SFR, Relocation, Selling, House, Residential, Buying, Buyer Representation, Home Staging, Home Marketing, Seniors, Interior Design, Referrals, Negotiation, Residential Homes, Investment Properties, High Value Homes, New Home Sales, Small Business, Condos, Marketing, Sales, Contract Negotiation, Investors, Real Estate Transactions, New Homes, Real Property, Buyers, Short Sales, Move Up Buyers, Townhomes, Property, Luxury, Rentals, Management
Education
The Interior Design Institute 2012 — 2013
Diploma, Interior Design, A
ABA National Graduate Trust School 1991 — 1993
Honors Graduate, trust administration, estate and gift taxation, financial planning
Duke University 1975 — 1979
B.A., English
Warren G Harding High School 1971 — 1975
college prep
Andy Infante Andy Infante's Bank of America Experience June 2002 - December 2002
Job Security Consultant
Industry Computer & Network Security
Experience
FishNet Security September 2014 - Present
A/P Recovery, Inc. (APR) AP Recovery, Inc. (APR) 2008 - 2014
Life Cycle Engineering, Inc August 2006 - July 2008
Eagan McAllister Associates February 2003 - August 2006
Bank of America June 2002 - December 2002
Peopleclick March 2001 - March 2002
Kenan Institute for ET&S/NCSU TEC Program Institute August 1999 - May 2001
Nortel Networks August 2000 - March 2001
Teksell.com July 2000 - August 2000
Smith Breeden Associates, Inc April 1999 - July 2000
Skills
Security, Windows, Firewalls, Cisco, Active Directory, Computer Security, Enterprise Architecture, System Administration, Linux, CISSP, Disaster Recovery, Operating Systems, Network Security, Visio, Troubleshooting, Risk Management, Analysis, Problem Solving, Cisco Technologies, VMware, Network Design, TCP/IP, Routers, Servers, Telecommunications, Software Documentation, Data Center, Penetration Testing, Microsoft Exchange, Switches, Hardware, Networking, VoIP, Network Administration, Integration, Microsoft SQL Server, SharePoint, Vulnerability Assessment, WAN, Information Security, LAN-WAN, Virtualization, Information Security..., Network Architecture, VPN, System Deployment, Testing, Business Continuity
Education
North Carolina State University 1998 — 2001
MSCE
American Research Group 1994 — 1997
American Research Group
Duke University 1987 — 1991
BSEE
The Bromfield School 1983 — 1987
HS Diploma
FishNet Security September 2014 - Present
A/P Recovery, Inc. (APR) AP Recovery, Inc. (APR) 2008 - 2014
Life Cycle Engineering, Inc August 2006 - July 2008
Eagan McAllister Associates February 2003 - August 2006
Bank of America June 2002 - December 2002
Peopleclick March 2001 - March 2002
Kenan Institute for ET&S/NCSU TEC Program Institute August 1999 - May 2001
Nortel Networks August 2000 - March 2001
Teksell.com July 2000 - August 2000
Smith Breeden Associates, Inc April 1999 - July 2000
Skills
Security, Windows, Firewalls, Cisco, Active Directory, Computer Security, Enterprise Architecture, System Administration, Linux, CISSP, Disaster Recovery, Operating Systems, Network Security, Visio, Troubleshooting, Risk Management, Analysis, Problem Solving, Cisco Technologies, VMware, Network Design, TCP/IP, Routers, Servers, Telecommunications, Software Documentation, Data Center, Penetration Testing, Microsoft Exchange, Switches, Hardware, Networking, VoIP, Network Administration, Integration, Microsoft SQL Server, SharePoint, Vulnerability Assessment, WAN, Information Security, LAN-WAN, Virtualization, Information Security..., Network Architecture, VPN, System Deployment, Testing, Business Continuity
Education
North Carolina State University 1998 — 2001
MSCE
American Research Group 1994 — 1997
American Research Group
Duke University 1987 — 1991
BSEE
The Bromfield School 1983 — 1987
HS Diploma
Stan Close Stan Close's Bank of America Experience May 2001 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fairmont Federal Credit Union March 2013 - July 2013
Clayton January 2012 - July 2012
Clayton Consulting January 2012 - July 2012
JPMorgan Chase April 2009 - January 2012
JPMorgan Chase January 2009 - January 2011
Humana Insurance January 2008 - January 2009
Bank of America May 2001 - June 2007
Bank of America January 2001 - January 2007
Barnett Bank January 1997 - January 1999
Skills
Financial Analysis, Excel, Word, Microsoft Excel, Finance, Mortgage Lending, Microsoft Word, Banking, Loans
Education
Drury University 1973 — 1976
Drury College
Metropolitan State College
Fairmont Federal Credit Union March 2013 - July 2013
Clayton January 2012 - July 2012
Clayton Consulting January 2012 - July 2012
JPMorgan Chase April 2009 - January 2012
JPMorgan Chase January 2009 - January 2011
Humana Insurance January 2008 - January 2009
Bank of America May 2001 - June 2007
Bank of America January 2001 - January 2007
Barnett Bank January 1997 - January 1999
Skills
Financial Analysis, Excel, Word, Microsoft Excel, Finance, Mortgage Lending, Microsoft Word, Banking, Loans
Education
Drury University 1973 — 1976
Drury College
Metropolitan State College
Randy Fink Randy Fink's Bank of America Experience June 1997 - February 2000
Job Senior Vice President/ Carolinas Market Leader Property Management at JLL
Industry Commercial Real Estate
Experience
JLL July 2013 - Present
Harris Teeter March 2010 - July 2013
Merrifield Partners October 2006 - November 2009
Grubb Properties September 2004 - September 2006
Tractus Asia June 2004 - September 2004
Federal Political Campaigns February 2000 - June 2002
Bank of America June 1997 - February 2000
Skills
Financial Analysis, Asset Management, Negotiation, Budgeting, Sales Management, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Communications, Corporate Real Estate, Asset Managment, Real Estate Development, Investment Properties, Real Estate Economics, Budgets, Disposition, Commercial Real Estate, Strategy, Leases, Property Management, Real Estate, Finance, Location Intelligence, Lease Negotiations, Shopping Centers, Due Diligence, Lease Administration, Project Management, Portfolio Management, Sales, Investments, Acquisitions, Valuation, Financial Modeling, Selling, Market Analysis, Land Acquisition, Entitlements, Real Estate Financing, Business Development, Landlords, New Business Development, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance (Real Estate Development)
Duke University 1993 — 1997
BA, Public Policy, History
East Mecklenburg High School 1990 — 1993
Diploma
JLL July 2013 - Present
Harris Teeter March 2010 - July 2013
Merrifield Partners October 2006 - November 2009
Grubb Properties September 2004 - September 2006
Tractus Asia June 2004 - September 2004
Federal Political Campaigns February 2000 - June 2002
Bank of America June 1997 - February 2000
Skills
Financial Analysis, Asset Management, Negotiation, Budgeting, Sales Management, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Communications, Corporate Real Estate, Asset Managment, Real Estate Development, Investment Properties, Real Estate Economics, Budgets, Disposition, Commercial Real Estate, Strategy, Leases, Property Management, Real Estate, Finance, Location Intelligence, Lease Negotiations, Shopping Centers, Due Diligence, Lease Administration, Project Management, Portfolio Management, Sales, Investments, Acquisitions, Valuation, Financial Modeling, Selling, Market Analysis, Land Acquisition, Entitlements, Real Estate Financing, Business Development, Landlords, New Business Development, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance (Real Estate Development)
Duke University 1993 — 1997
BA, Public Policy, History
East Mecklenburg High School 1990 — 1993
Diploma
B. Kelly Graves, CFP® B. Kelly Graves, CFP®'s Bank of America Experience 1977 - 1980
Job Executive Vice President & Financial Advisor at Carroll Financial
Industry Financial Services
Experience
Carroll Financial December 1983 - Present
Accenture August 1982 - December 1983
Bank of America 1977 - 1980
Skills
Financial Planning, Asset Management, Investment Advisory, Asset Allocation, Retirement Planning, Strategic Financial..., Investment Management, Personal Financial..., Investments, IRAs, Estate Planning, Wealth Management, 401k, Certified Financial..., Securities, Financial Services, Portfolio Management, Financial Analysis, Series 7, Mutual Funds, Series 63, Risk Management
Education
University of North Carolina at Chapel Hill 1980 — 1982
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Duke University 1973 — 1977
AB, Accounting/Management Science
Carroll Financial December 1983 - Present
Accenture August 1982 - December 1983
Bank of America 1977 - 1980
Skills
Financial Planning, Asset Management, Investment Advisory, Asset Allocation, Retirement Planning, Strategic Financial..., Investment Management, Personal Financial..., Investments, IRAs, Estate Planning, Wealth Management, 401k, Certified Financial..., Securities, Financial Services, Portfolio Management, Financial Analysis, Series 7, Mutual Funds, Series 63, Risk Management
Education
University of North Carolina at Chapel Hill 1980 — 1982
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Duke University 1973 — 1977
AB, Accounting/Management Science
David Alkire's Bank of America Experience 1985 - 1988
Job Vice President, Residential and Landscape Contractor Businesses at The Toro Company
Industry Consumer Goods
Experience
The Toro Company November 2014 - Present
The Toro Company June 2012 - November 2014
The Toro Company March 2011 - July 2012
The Toro Company February 2009 - May 2011
The Toro Company 2005 - 2009
The Toro Company 2003 - 2005
The Toro Company 1997 - 2003
Honeywell Inc. 1990 - 1997
Bank of America 1985 - 1988
Skills
Product Development, Strategy, Leadership, Cross-functional Team..., Management, Product Marketing, Pricing, Product Launch, P&L Management, Marketing Strategy, Product Management, Marketing Management
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, General Management
Duke University 1981 — 1985
BA, Economics
Baltimore Friends School 1971 — 1981
The Toro Company November 2014 - Present
The Toro Company June 2012 - November 2014
The Toro Company March 2011 - July 2012
The Toro Company February 2009 - May 2011
The Toro Company 2005 - 2009
The Toro Company 2003 - 2005
The Toro Company 1997 - 2003
Honeywell Inc. 1990 - 1997
Bank of America 1985 - 1988
Skills
Product Development, Strategy, Leadership, Cross-functional Team..., Management, Product Marketing, Pricing, Product Launch, P&L Management, Marketing Strategy, Product Management, Marketing Management
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, General Management
Duke University 1981 — 1985
BA, Economics
Baltimore Friends School 1971 — 1981
Brett Taylor's Bank of America Experience April 2011 - August 2011
Job Vice President, Pricing & Products at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC March 2015 - Present
PennyMac Loan Services, LLC March 2013 - March 2015
PennyMac Loan Services, LLC August 2011 - March 2013
Bank of America April 2011 - August 2011
Bank of America January 2010 - March 2011
Countrywide Financial July 2008 - January 2010
Countrywide Financial December 2007 - July 2008
Countrywide Financial July 2007 - December 2007
Education
Duke University 2003 — 2007
Bachelor of Arts (BA), Political Science
PennyMac Loan Services, LLC March 2015 - Present
PennyMac Loan Services, LLC March 2013 - March 2015
PennyMac Loan Services, LLC August 2011 - March 2013
Bank of America April 2011 - August 2011
Bank of America January 2010 - March 2011
Countrywide Financial July 2008 - January 2010
Countrywide Financial December 2007 - July 2008
Countrywide Financial July 2007 - December 2007
Education
Duke University 2003 — 2007
Bachelor of Arts (BA), Political Science
Atul Garg Atul Garg's Bank of America Experience October 2011 - July 2014
Job Managing Director, Financial Services Business Performance Improvement Leader at Protiviti
Industry Financial Services
Experience
Protiviti August 2014 - Present
Bank of America October 2011 - July 2014
Bank of America January 2011 - October 2011
Bank of America September 2007 - December 2010
Bank of America September 2005 - August 2007
Bank of America March 2003 - August 2005
Accenture - Strategic Services August 2000 - March 2003
CSC Consulting (formerly Cleveland Consulting Associates) July 1996 - August 2000
Sara Lee Branded Apparel May 1992 - June 1996
General Electric 1988 - 1990
Skills
Six Sigma, Management Consulting, Operating Model Design, Change Leadership, Business Change..., Business Planning, Business Transformation, Business Process..., Program Management, Strategy, Leadership, Cross-functional Team..., Management, Banking, Strategic Planning, Operational Excellence, Consulting, Change Management, Financial Services, Process Engineering, Process Improvement, Business Strategy
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance, Operations
University of Pennsylvania 1987 — 1988
MSE, Electrical Engineering
Duke University 1984 — 1987
BSE, Electrical Engineering, Computer Science, Mathematics
NC School of Science & Math 1982 — 1984
Protiviti August 2014 - Present
Bank of America October 2011 - July 2014
Bank of America January 2011 - October 2011
Bank of America September 2007 - December 2010
Bank of America September 2005 - August 2007
Bank of America March 2003 - August 2005
Accenture - Strategic Services August 2000 - March 2003
CSC Consulting (formerly Cleveland Consulting Associates) July 1996 - August 2000
Sara Lee Branded Apparel May 1992 - June 1996
General Electric 1988 - 1990
Skills
Six Sigma, Management Consulting, Operating Model Design, Change Leadership, Business Change..., Business Planning, Business Transformation, Business Process..., Program Management, Strategy, Leadership, Cross-functional Team..., Management, Banking, Strategic Planning, Operational Excellence, Consulting, Change Management, Financial Services, Process Engineering, Process Improvement, Business Strategy
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance, Operations
University of Pennsylvania 1987 — 1988
MSE, Electrical Engineering
Duke University 1984 — 1987
BSE, Electrical Engineering, Computer Science, Mathematics
NC School of Science & Math 1982 — 1984
Charity Burkholder Charity Burkholder's Bank of America Experience April 2008 - October 2011
Job Graphics Technician at Black River Imaging
Industry Graphic Design
Experience
Black RIver Imaging June 2013 - Present
Drury University April 2011 - Present
ViaTech Publishing Solutions, Inc. June 2012 - June 2013
CKC Data Solution May 2013 - May 2013
CIS Data Services June 2012 - June 2012
Direct Resources International October 2011 - June 2012
Missouri State University May 2012 - May 2012
National Fishing Lure Collectors Club Magazine January 2011 - April 2012
Bank of America April 2008 - October 2011
Revel Advertising June 2011 - September 2011
Skills
Graphic Design, Illustrator, InDesign, Photoshop, Layout, Logo Design, Pre-press, Magento, ROES Software, Kodak DP2 Software, SmartStream Designer, Adobe Creative Suite, Typography, Visual Communication, Art, Newsletters, Photography, Mac, PC, Custom Invitations, Microsoft Excel, Microsoft Word, Color Management, File Management, Business Cards, Direct Mail, Branding & Identity, Magazine Layout Design, Posters, Print, Digital Printing, Offset Printing, Product Label Design, Souvenir Design
Education
Drury University 2008 — 2010
Bachelor, Design Arts
Ozarks Technical Community College 2005 — 2007
Associate, Business & Marketing
Central High School 2002 — 2006
Black RIver Imaging June 2013 - Present
Drury University April 2011 - Present
ViaTech Publishing Solutions, Inc. June 2012 - June 2013
CKC Data Solution May 2013 - May 2013
CIS Data Services June 2012 - June 2012
Direct Resources International October 2011 - June 2012
Missouri State University May 2012 - May 2012
National Fishing Lure Collectors Club Magazine January 2011 - April 2012
Bank of America April 2008 - October 2011
Revel Advertising June 2011 - September 2011
Skills
Graphic Design, Illustrator, InDesign, Photoshop, Layout, Logo Design, Pre-press, Magento, ROES Software, Kodak DP2 Software, SmartStream Designer, Adobe Creative Suite, Typography, Visual Communication, Art, Newsletters, Photography, Mac, PC, Custom Invitations, Microsoft Excel, Microsoft Word, Color Management, File Management, Business Cards, Direct Mail, Branding & Identity, Magazine Layout Design, Posters, Print, Digital Printing, Offset Printing, Product Label Design, Souvenir Design
Education
Drury University 2008 — 2010
Bachelor, Design Arts
Ozarks Technical Community College 2005 — 2007
Associate, Business & Marketing
Central High School 2002 — 2006
Mitta Isley Mitta Isley's Bank of America Experience February 2012 - January 2013
Job NC Certified Paralegal Copeland Richards, PLLC
Industry Legal Services
Experience
Copeland Richards, PLLC October 2013 - Present
Bank of America February 2012 - January 2013
Scrimmage Play LLC January 2010 - 2013
The MInt Museum August 2010 - February 2012
Federal Reserve Bank of Chicago May 2008 - July 2009
Bank of America October 1994 - April 2008
Charlotte Mecklenburg Library September 1989 - September 1994
U.S. Environmental Protection Agency, Research Triangle Park, NC 1988 - 1989
F. Stuart Chapin, Jr. City and Regional Planning Library, UNC-Chapel Hill 1987 - 1988
Skills
Research, Customer Service, Microsoft Office, Competitive Intelligence, Training, Editing, Team Building, Security, Newsletters, Program Management, Teaching, Highly detail oriented, Knowledge Management, Knowledge Sharing, Legal Research, OSINT, Writing, Policy, Online Research, Source Intelligence, Library, Collection Development
Education
Duke University 2013 — 2013
Certificate in Paralegal Studies, Legal Assistant/Paralegal
University of North Carolina at Chapel Hill 1987 — 1989
MSLS, Library Science
Virginia Polytechnic Institute and State University 1981 — 1985
BA, English
Copeland Richards, PLLC October 2013 - Present
Bank of America February 2012 - January 2013
Scrimmage Play LLC January 2010 - 2013
The MInt Museum August 2010 - February 2012
Federal Reserve Bank of Chicago May 2008 - July 2009
Bank of America October 1994 - April 2008
Charlotte Mecklenburg Library September 1989 - September 1994
U.S. Environmental Protection Agency, Research Triangle Park, NC 1988 - 1989
F. Stuart Chapin, Jr. City and Regional Planning Library, UNC-Chapel Hill 1987 - 1988
Skills
Research, Customer Service, Microsoft Office, Competitive Intelligence, Training, Editing, Team Building, Security, Newsletters, Program Management, Teaching, Highly detail oriented, Knowledge Management, Knowledge Sharing, Legal Research, OSINT, Writing, Policy, Online Research, Source Intelligence, Library, Collection Development
Education
Duke University 2013 — 2013
Certificate in Paralegal Studies, Legal Assistant/Paralegal
University of North Carolina at Chapel Hill 1987 — 1989
MSLS, Library Science
Virginia Polytechnic Institute and State University 1981 — 1985
BA, English
Benjamin Simon's Bank of America Experience June 2012 - August 2012
Job Research Analyst at RetailNet Group LLC
Industry Consumer Goods
Experience
RetailNet Group LLC June 2014 - Present
Ross Stores, Inc. June 2013 - August 2013
Beyond The Shaker February 2013 - June 2013
Simon USB March 2011 - February 2013
Morrissey Goodale LLC August 2012 - January 2013
OSO Productions February 2007 - January 2013
Bank of America June 2012 - August 2012
TD Bank Group July 2011 - May 2012
Fluff N Fold May 2011 - June 2011
BIBO November 2010 - May 2011
Skills
Purchasing, Financial Analysis, Investments, Microsoft Excel, Strategic Financial..., PowerPoint, Microsoft Office, Asset Managment, Finance, Microsoft Word, Wealth Management, Mergers, Analytics, Aquisition, Strategy, Retail Sales Analysis, Start-ups, Mergers & Acquisitions
Education
Babson College 2010 — 2014
BA, Finance, Cum Laude
Duke University 2014 — 2014
Coursera, Think Again: How to Reason and Argue, With Distinction
University of Cape Town 2013 — 2013
CIEE Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
University of Pennsylvania - The Wharton School 2013 — 2013
Coursera Signature Track Course, An Introduction to Operations Management, Ops Academic Certificate
Ralph C. Mahar 2004 — 2010
High school diploma, Advanced Placement, Honors
Bloomberg Essentials
Market Sector: Fixed Income
RetailNet Group LLC June 2014 - Present
Ross Stores, Inc. June 2013 - August 2013
Beyond The Shaker February 2013 - June 2013
Simon USB March 2011 - February 2013
Morrissey Goodale LLC August 2012 - January 2013
OSO Productions February 2007 - January 2013
Bank of America June 2012 - August 2012
TD Bank Group July 2011 - May 2012
Fluff N Fold May 2011 - June 2011
BIBO November 2010 - May 2011
Skills
Purchasing, Financial Analysis, Investments, Microsoft Excel, Strategic Financial..., PowerPoint, Microsoft Office, Asset Managment, Finance, Microsoft Word, Wealth Management, Mergers, Analytics, Aquisition, Strategy, Retail Sales Analysis, Start-ups, Mergers & Acquisitions
Education
Babson College 2010 — 2014
BA, Finance, Cum Laude
Duke University 2014 — 2014
Coursera, Think Again: How to Reason and Argue, With Distinction
University of Cape Town 2013 — 2013
CIEE Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
University of Pennsylvania - The Wharton School 2013 — 2013
Coursera Signature Track Course, An Introduction to Operations Management, Ops Academic Certificate
Ralph C. Mahar 2004 — 2010
High school diploma, Advanced Placement, Honors
Bloomberg Essentials
Market Sector: Fixed Income
David Carpenter David Carpenter's Bank of America Experience July 2001 - February 2006
Job Senior Vice President Corporate Banker at The Palmetto Bank
Industry Banking
Experience
The Palmetto Bank September 2012 - Present
Fifth Third Bank October 2011 - September 2012
BB&T March 2006 - October 2011
Bank of America July 2001 - February 2006
Central Carolina Bank 1997 - 2001
GE Capital 1995 - 1997
GE Capital 1993 - 1995
General Electric 1988 - 1993
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Cash Management, Risk Management, Mergers, Investments, FX Hedging, International Trade, Syndications, Mezzanine, Asset-backed..., Structured Finance, Leasing, Commercial Banking, Finance, Asset Based Lending, Mortgage Lending, Funding, Financial Modeling, Banking, Small Business Lending, Lines Of Credit, Commercial Finance, Mergers & Acquisitions, Retail Banking, Loan Origination, Commercial Mortgages, Financial Structuring, Commercial Real Estate, Middle Market, SBA, Financial Risk, Construction Loans, Relationship Management, Mortgage Banking, Cross Selling, Private Banking, Treasury Services, Wealth Management, Asset Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Duke University 1983 — 1983
Pre-College Program
The Palmetto Bank September 2012 - Present
Fifth Third Bank October 2011 - September 2012
BB&T March 2006 - October 2011
Bank of America July 2001 - February 2006
Central Carolina Bank 1997 - 2001
GE Capital 1995 - 1997
GE Capital 1993 - 1995
General Electric 1988 - 1993
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Cash Management, Risk Management, Mergers, Investments, FX Hedging, International Trade, Syndications, Mezzanine, Asset-backed..., Structured Finance, Leasing, Commercial Banking, Finance, Asset Based Lending, Mortgage Lending, Funding, Financial Modeling, Banking, Small Business Lending, Lines Of Credit, Commercial Finance, Mergers & Acquisitions, Retail Banking, Loan Origination, Commercial Mortgages, Financial Structuring, Commercial Real Estate, Middle Market, SBA, Financial Risk, Construction Loans, Relationship Management, Mortgage Banking, Cross Selling, Private Banking, Treasury Services, Wealth Management, Asset Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Duke University 1983 — 1983
Pre-College Program
Chris Bertolet Chris Bertolet's Bank of America Experience June 2007 - October 2011
Job Executive Director, CRM & Ecommerce at YP
Industry Marketing and Advertising
Experience
YP February 2015 - Present
The Mockingbird Foundation 1997 - Present
Marcus & Millichap August 2013 - February 2015
Playlife Media October 2011 - August 2013
Bank of America June 2007 - October 2011
Countrywide Financial Corporation November 2005 - June 2007
Countrywide Financial Corporation October 2002 - November 2005
self-employed July 1995 - October 2002
Skills
Direct Marketing, Strategic Planning, Customer Experience, Lead Generation, Business Planning, Multi-channel Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Analytics, New Business Development, Social Media Marketing, Social Media, Market Research, Sales Management, Start-ups, E-commerce, Financial Modeling, Entertainment, Music, Customer Retention, Forecasting, User Experience, Call Center, Customer Service, Social Commerce, Sales, Process Improvement, Salesforce.com, CRM, Competitive Analysis, Leadership, Marketing, Entrepreneurship, Management, Advertising, Strategic Partnerships, Program Management, Project Management, Executive Management, Online Advertising, Mergers & Acquisitions, Strategy, Process Efficiency, New Media
Education
Duke University
B.A., Economics
University of Southern California - Marshall School of Business
MBA, Media and Entertainment
YP February 2015 - Present
The Mockingbird Foundation 1997 - Present
Marcus & Millichap August 2013 - February 2015
Playlife Media October 2011 - August 2013
Bank of America June 2007 - October 2011
Countrywide Financial Corporation November 2005 - June 2007
Countrywide Financial Corporation October 2002 - November 2005
self-employed July 1995 - October 2002
Skills
Direct Marketing, Strategic Planning, Customer Experience, Lead Generation, Business Planning, Multi-channel Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Analytics, New Business Development, Social Media Marketing, Social Media, Market Research, Sales Management, Start-ups, E-commerce, Financial Modeling, Entertainment, Music, Customer Retention, Forecasting, User Experience, Call Center, Customer Service, Social Commerce, Sales, Process Improvement, Salesforce.com, CRM, Competitive Analysis, Leadership, Marketing, Entrepreneurship, Management, Advertising, Strategic Partnerships, Program Management, Project Management, Executive Management, Online Advertising, Mergers & Acquisitions, Strategy, Process Efficiency, New Media
Education
Duke University
B.A., Economics
University of Southern California - Marshall School of Business
MBA, Media and Entertainment
Anirudh Gopal Anirudh Gopal's Bank of America Experience February 2014 - Present
Job Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America February 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Duke Department of Surgery February 2013 - May 2013
Trinity college of Arts and Sciences, Duke University December 2012 - December 2012
Duke University / MEM Consulting club September 2012 - December 2012
Philips Research June 2012 - July 2012
Cognizant Technology Solutions December 2009 - June 2012
Skills
XML, SDLC, IBM Rational, IBM Rational System..., Java, Visio, JavaScript, Java Enterprise Edition, Web Services, Project Management, Business Analysis, C, Requirements Analysis, Software Project..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Duke University 2012 — 2013
Master of Engineering Management, Engineering/Industrial Management
SSN College of Engineering, Anna University 2005 — 2009
Bachelor of Engineering, Electrical and Electronics
St Michaels Academy 1991 — 2005
High School
Bank of America February 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Duke Department of Surgery February 2013 - May 2013
Trinity college of Arts and Sciences, Duke University December 2012 - December 2012
Duke University / MEM Consulting club September 2012 - December 2012
Philips Research June 2012 - July 2012
Cognizant Technology Solutions December 2009 - June 2012
Skills
XML, SDLC, IBM Rational, IBM Rational System..., Java, Visio, JavaScript, Java Enterprise Edition, Web Services, Project Management, Business Analysis, C, Requirements Analysis, Software Project..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Duke University 2012 — 2013
Master of Engineering Management, Engineering/Industrial Management
SSN College of Engineering, Anna University 2005 — 2009
Bachelor of Engineering, Electrical and Electronics
St Michaels Academy 1991 — 2005
High School
Tanita Alexander Tanita Alexander's Bank of America Experience 1993 - 2007
Job Strategic Marketing Executive: Customers Relationships Results
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Time Warner Cable 2011 - 2013
Wells Fargo 2007 - 2011
Bank of America 1993 - 2007
Skills
CRM, Process Improvement, Management, Talent Management, Marketing, Financial Services, Vendor Management, Credit Cards, Strategy, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Customer Experience, Banking, Analytics, Customer Acquisition, Segmentation, Call Centers, Marketing Strategy, Credit, Business Alliances, Process Design, Payments, Leadership, Portfolio Management, Relationship Management, Program Management, Loans, Debit Cards, Executive Management, Product Management, Mortgage Lending, Business Development, Cross Selling, Brand Management, Budgets, Customer Retention, Database Marketing, Competitive Analysis, Risk Management
Education
Duke University
Bachelor of Arts (B.A.), Sociology
Queens University of Charlotte
Master of Business Administration (M.B.A.), Business Administration
TIAA-CREF January 2014 - Present
Time Warner Cable 2011 - 2013
Wells Fargo 2007 - 2011
Bank of America 1993 - 2007
Skills
CRM, Process Improvement, Management, Talent Management, Marketing, Financial Services, Vendor Management, Credit Cards, Strategy, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Customer Experience, Banking, Analytics, Customer Acquisition, Segmentation, Call Centers, Marketing Strategy, Credit, Business Alliances, Process Design, Payments, Leadership, Portfolio Management, Relationship Management, Program Management, Loans, Debit Cards, Executive Management, Product Management, Mortgage Lending, Business Development, Cross Selling, Brand Management, Budgets, Customer Retention, Database Marketing, Competitive Analysis, Risk Management
Education
Duke University
Bachelor of Arts (B.A.), Sociology
Queens University of Charlotte
Master of Business Administration (M.B.A.), Business Administration
Scott Kurzban Scott Kurzban's Bank of America Experience July 2008 - May 2012
Job Executive Vice President at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC July 2015 - Present
American Realty Advisors June 2012 - April 2015
Bank of America July 2008 - May 2012
Countrywide May 2001 - May 2012
BKS Control, Inc. October 2000 - May 2001
Urbanfetch December 1999 - October 2000
Office 24 (UK) Ltd October 1997 - December 1999
Deloitte Consulting August 1996 - October 1997
Skills
Negotiation, Business Operations, Structured Finance, Business Development, Business Integration, Process Improvement, Corporate Finance, Finance, Investments, Financial Analysis, Risk Management, Securities, Analytics, Capital Markets, Financial Modeling, Executive Management, Credit, Operations Management, Banking, Fixed Income, Business Process..., Strategy, Management, Investor Relations, Private Equity, Loans, Mortgage Banking, Financial Services, Mergers, Mortgage Lending
Education
Duke University
BA
University of California, Los Angeles - School of Law
JD
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
PennyMac Loan Services, LLC July 2015 - Present
American Realty Advisors June 2012 - April 2015
Bank of America July 2008 - May 2012
Countrywide May 2001 - May 2012
BKS Control, Inc. October 2000 - May 2001
Urbanfetch December 1999 - October 2000
Office 24 (UK) Ltd October 1997 - December 1999
Deloitte Consulting August 1996 - October 1997
Skills
Negotiation, Business Operations, Structured Finance, Business Development, Business Integration, Process Improvement, Corporate Finance, Finance, Investments, Financial Analysis, Risk Management, Securities, Analytics, Capital Markets, Financial Modeling, Executive Management, Credit, Operations Management, Banking, Fixed Income, Business Process..., Strategy, Management, Investor Relations, Private Equity, Loans, Mortgage Banking, Financial Services, Mergers, Mortgage Lending
Education
Duke University
BA
University of California, Los Angeles - School of Law
JD
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
Erica Chappell Erica Chappell's Bank of America Experience 1988 - 1998
Job Director at ExhibitRecruiter BRAND EXPERIENCE| EXPERIENTIAL MARKETING RECRUITMENT | Event Marketing + Event Management
Industry Events Services
Experience
ExhibitRecruiter, Inc. 2011 - Present
ExhibitPeeps 2011 - Present
Bank of America 1988 - 1998
Branch Banking and Trust 1986 - 1988
Skills
Mobile Marketing Tours, Auto Shows, Engagement Marketing, Publicity Stunts, Sponsorship Activation, Consumer Interaction, Creative Events, Strategic Events, Event Marketing, Product Launch Events, Experiential Events, Mobile Marketing, Conference Registration, Event Management, Virtual Events, Private Events, B2B Marketing, Corporate Events, Live Events, Hospitality, Consumer Events, Trade Shows, Sponsorship, Event Planning, Sales, Integrated Marketing, Creative Direction, Budgets, Lead Generation, Recruiting, Strategy, New Business Development, Relationship Marketing, Marketing Management, Direct Marketing
Education
Duke University 1982 — 1986
BA, Economics
International School of Brussels 1980 — 1982
ExhibitRecruiter, Inc. 2011 - Present
ExhibitPeeps 2011 - Present
Bank of America 1988 - 1998
Branch Banking and Trust 1986 - 1988
Skills
Mobile Marketing Tours, Auto Shows, Engagement Marketing, Publicity Stunts, Sponsorship Activation, Consumer Interaction, Creative Events, Strategic Events, Event Marketing, Product Launch Events, Experiential Events, Mobile Marketing, Conference Registration, Event Management, Virtual Events, Private Events, B2B Marketing, Corporate Events, Live Events, Hospitality, Consumer Events, Trade Shows, Sponsorship, Event Planning, Sales, Integrated Marketing, Creative Direction, Budgets, Lead Generation, Recruiting, Strategy, New Business Development, Relationship Marketing, Marketing Management, Direct Marketing
Education
Duke University 1982 — 1986
BA, Economics
International School of Brussels 1980 — 1982
Sophie Louvel Schmitt Sophie Louvel Schmitt's Bank of America Experience September 2005 - June 2009
Job Sr. Analyst at Aite Group
Industry Financial Services
Experience
Aite Group April 2010 - Present
HubSpot January 2010 - April 2010
Cannon Financial Institute November 2009 - April 2010
Bank of America September 2005 - June 2009
Financial Insights (IDC) June 2003 - August 2005
DoubleClick November 1999 - June 2001
Chase - Mergers & Acquisitions January 1997 - May 1999
Skills
Market Research, Marketing Strategy, Reporting & Analysis, Competitive Analysis, Financial Services, Banking, Business Intelligence, Wealth Management, Risk Management, Relationship Management, Business Development, Data Analysis, Analytics, Strategy, Segmentation, Finance, Strategic Financial..., Financial Advisory, CRM, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Information Technology and Business Transformation
Duke University 1993 — 1996
BA, Economics, Public Policy
Aite Group April 2010 - Present
HubSpot January 2010 - April 2010
Cannon Financial Institute November 2009 - April 2010
Bank of America September 2005 - June 2009
Financial Insights (IDC) June 2003 - August 2005
DoubleClick November 1999 - June 2001
Chase - Mergers & Acquisitions January 1997 - May 1999
Skills
Market Research, Marketing Strategy, Reporting & Analysis, Competitive Analysis, Financial Services, Banking, Business Intelligence, Wealth Management, Risk Management, Relationship Management, Business Development, Data Analysis, Analytics, Strategy, Segmentation, Finance, Strategic Financial..., Financial Advisory, CRM, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Information Technology and Business Transformation
Duke University 1993 — 1996
BA, Economics, Public Policy
Apoorva Patel's Bank of America Experience June 2011 - August 2011
Job Attorney
Industry Law Practice
Experience
Hughes Hubbard & Reed LLP October 2013 - Present
Hughes Hubbard & Reed LLP May 2012 - August 2012
Bank of America June 2011 - August 2011
McGuireWoods May 2011 - June 2011
Education
Harvard Law School 2010 — 2013
J.D.
Duke University 2006 — 2010
B.A., Public Policy
Hughes Hubbard & Reed LLP October 2013 - Present
Hughes Hubbard & Reed LLP May 2012 - August 2012
Bank of America June 2011 - August 2011
McGuireWoods May 2011 - June 2011
Education
Harvard Law School 2010 — 2013
J.D.
Duke University 2006 — 2010
B.A., Public Policy
Sherry Bowden Sherry Bowden's Bank of America Experience 2005 - 2007
Job Finance and Operations Executive with Treasury and Relationship Management Expertise
Industry Financial Services
Experience
Boy Scouts of America January 2014 - Present
State Street Corporation October 2007 - December 2013
Bank of America 2005 - 2007
LaSalle Bank, a subsidiary of ABN Amro 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
BP Amoco 1994 - 1996
Sanwa Business Credit Corporation 1987 - 1994
Continental Illinois National Bank 1985 - 1987
Skills
Strategy, Finance, Treasury Management, Portfolio Management, Forecasting, Strategic Planning, Financial Reporting, Capital Markets, Due Diligence, Investments, Loans, Funds Transfer Pricing, Commercial Banking, Analysis, Business Transformation, Relationship Management, Brand Management, Employee Engagement, Credit Analysis, Acquisitions and..., Corporate Finance, Management, Financial Services, Executive Management
Education
American Graduate School of International Management (Thunderbird)
MIM, Finance
Drury University
MBA, Business
The College of William and Mary
BA, Economics, French, Spanish
Rhode Island School of Design
Art Appraisal, Studio Art
Boy Scouts of America January 2014 - Present
State Street Corporation October 2007 - December 2013
Bank of America 2005 - 2007
LaSalle Bank, a subsidiary of ABN Amro 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
BP Amoco 1994 - 1996
Sanwa Business Credit Corporation 1987 - 1994
Continental Illinois National Bank 1985 - 1987
Skills
Strategy, Finance, Treasury Management, Portfolio Management, Forecasting, Strategic Planning, Financial Reporting, Capital Markets, Due Diligence, Investments, Loans, Funds Transfer Pricing, Commercial Banking, Analysis, Business Transformation, Relationship Management, Brand Management, Employee Engagement, Credit Analysis, Acquisitions and..., Corporate Finance, Management, Financial Services, Executive Management
Education
American Graduate School of International Management (Thunderbird)
MIM, Finance
Drury University
MBA, Business
The College of William and Mary
BA, Economics, French, Spanish
Rhode Island School of Design
Art Appraisal, Studio Art
Shane McGinnis Shane McGinnis's Bank of America Experience August 2012 - December 2013
Job Experienced Risk Analyst & Underwriter | I help companies assess and mitigate risks and make solid business decisions
Industry Banking
Experience
The Standard August 2014 - Present
Bank of America August 2012 - December 2013
IBM / Seterus Inc. 2010 - 2012
Wells Fargo Bank 2009 - 2010
Indymac Bank 2006 - 2008
First Franklin Financial 2001 - 2006
Skills
Mortgage Lending, Mortgage Servicing, Loans, Mortgage Banking, Credit, Loss Mitigation, Underwriting, Banking, Credit Analysis, Financial Risk, Credit Risk, Refinance, FHA financing, Sales, FHA, USDA, Loan Origination, Risk Management, Residential Mortgages, Business Development, VA loans, Mortgage Underwriting, Financial Analysis, Business Process..., Portfolio Management, Finance, Lean Six Sigma, Problem Solving, Data Analysis, Risk Analysis, Business Acumen, Project Management, Continuous Improvement, Visio, Financial Services, Loan Servicing, Relationship Management, Asset Management, Actuarial Science, Quantitative Risk..., Forecasting, Strategic Planning, Statistical Analysis..., Six Sigma, Mathematics, Creative Problem Solving, Microsoft Excel, VBA, Consumer Lending, SQL
Education
Oregon State University
Bachelor's Degree, Business Administration
Duke University
Data Analysis and Statistical Inference
The Standard August 2014 - Present
Bank of America August 2012 - December 2013
IBM / Seterus Inc. 2010 - 2012
Wells Fargo Bank 2009 - 2010
Indymac Bank 2006 - 2008
First Franklin Financial 2001 - 2006
Skills
Mortgage Lending, Mortgage Servicing, Loans, Mortgage Banking, Credit, Loss Mitigation, Underwriting, Banking, Credit Analysis, Financial Risk, Credit Risk, Refinance, FHA financing, Sales, FHA, USDA, Loan Origination, Risk Management, Residential Mortgages, Business Development, VA loans, Mortgage Underwriting, Financial Analysis, Business Process..., Portfolio Management, Finance, Lean Six Sigma, Problem Solving, Data Analysis, Risk Analysis, Business Acumen, Project Management, Continuous Improvement, Visio, Financial Services, Loan Servicing, Relationship Management, Asset Management, Actuarial Science, Quantitative Risk..., Forecasting, Strategic Planning, Statistical Analysis..., Six Sigma, Mathematics, Creative Problem Solving, Microsoft Excel, VBA, Consumer Lending, SQL
Education
Oregon State University
Bachelor's Degree, Business Administration
Duke University
Data Analysis and Statistical Inference
Daniel Lovera Daniel Lovera's Bank of America Experience May 2006 - August 2006
Job Senior Product Manager, Retail Operations & Initiatives at Amazon
Industry Retail
Experience
Amazon May 2014 - Present
CIGNA January 2011 - April 2013
Diamond Management & Technology Consultants October 2009 - December 2010
Arcadia Solutions August 2007 - October 2009
Bank of America May 2006 - August 2006
DaimlerChrysler May 2005 - August 2005
Skills
Process Improvement, IT Strategy, Project Management, Business Analysis, Business Strategy, Change Management, Vendor Management, Analysis, Operations Management, Program Management, Management Consulting, Project Execution, SQL, Integrated Project..., Due Diligence, Cross-functional Team..., Strategy, Project Planning, Competitive Analysis, Business Process..., Software Project..., SDLC
Education
Duke University 2006 — 2006
MS, Engineering Management
University of Michigan 2002 — 2005
BSE, Industrial and Operations Engineering
Amazon May 2014 - Present
CIGNA January 2011 - April 2013
Diamond Management & Technology Consultants October 2009 - December 2010
Arcadia Solutions August 2007 - October 2009
Bank of America May 2006 - August 2006
DaimlerChrysler May 2005 - August 2005
Skills
Process Improvement, IT Strategy, Project Management, Business Analysis, Business Strategy, Change Management, Vendor Management, Analysis, Operations Management, Program Management, Management Consulting, Project Execution, SQL, Integrated Project..., Due Diligence, Cross-functional Team..., Strategy, Project Planning, Competitive Analysis, Business Process..., Software Project..., SDLC
Education
Duke University 2006 — 2006
MS, Engineering Management
University of Michigan 2002 — 2005
BSE, Industrial and Operations Engineering
Paul Abernathy Paul Abernathy's Bank of America Experience July 2013 - February 2014
Job Senior Software Developer at Bottomline Technologies
Industry Information Technology and Services
Experience
Bottomline Technologies September 2015 - Present
Citi July 2015 - September 2015
Infobelt September 2014 - May 2015
Abernathy Research and Development March 2014 - August 2014
Bank of America July 2013 - February 2014
Bank of America July 2006 - June 2013
University of North Carolina at Charlotte, College of Information Technology June 2005 - June 2006
Billy Graham Evangelistic Association January 2004 - June 2005
Eagle Span Corp. October 2001 - January 2003
Skills
Software Development, Java, Object Oriented Design, Data Analysis, Algorithms, Github, R, SQL, JUnit, ElasticSearch, Apache Tomcat, Eclipse, IntelliJ IDEA, NetBeans, Git, JSON, XML, Statistics, JavaScript, Public Speaking, Hibernate, PostgreSQL, Linux, MySQL, Spanish, Databases, WebTrends, JSP, Servlets, Oracle, HTML, JDBC, Tomcat, ClearCase, Vignette, WebTrends Analytics, HP Quality Center, Agile Methodologies
Education
University of North Carolina at Charlotte 2004 — 2006
Master of Science, Computer Science, 4.0
Duke University 1997 — 2001
Bachelor of Arts, Computer Science
Coursera.org
Bottomline Technologies September 2015 - Present
Citi July 2015 - September 2015
Infobelt September 2014 - May 2015
Abernathy Research and Development March 2014 - August 2014
Bank of America July 2013 - February 2014
Bank of America July 2006 - June 2013
University of North Carolina at Charlotte, College of Information Technology June 2005 - June 2006
Billy Graham Evangelistic Association January 2004 - June 2005
Eagle Span Corp. October 2001 - January 2003
Skills
Software Development, Java, Object Oriented Design, Data Analysis, Algorithms, Github, R, SQL, JUnit, ElasticSearch, Apache Tomcat, Eclipse, IntelliJ IDEA, NetBeans, Git, JSON, XML, Statistics, JavaScript, Public Speaking, Hibernate, PostgreSQL, Linux, MySQL, Spanish, Databases, WebTrends, JSP, Servlets, Oracle, HTML, JDBC, Tomcat, ClearCase, Vignette, WebTrends Analytics, HP Quality Center, Agile Methodologies
Education
University of North Carolina at Charlotte 2004 — 2006
Master of Science, Computer Science, 4.0
Duke University 1997 — 2001
Bachelor of Arts, Computer Science
Coursera.org
Cameron O. Anderson Cameron O. Anderson's Bank of America Experience June 2013 - January 2015
Job Certified Management Consultant
Industry Professional Training & Coaching
Experience
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
Connie Rogers's Bank of America Experience October 1990 - August 1995
Job Regional Manager Investment & Fiduciary Services at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 2013 - Present
BBVA Compass April 2012 - October 2013
BBVA Compass 1997 - 2012
Bank of America October 1990 - August 1995
Skills
Wealth Management, Investment Management, Series 7, Portfolio Management, Asset Allocation, Series 63, Investment Advisory, Wealth Management..., Retirement Planning, Investments, Alternative Investments, Private Banking, Mutual Funds, High Net Worth..., Investment Strategies, Asset Management, Securities
Education
Drury University 1979 — 1983
BA, Business/Economics
University of North Carolina at Charlotte - Belk College of Business
MBA
Wells Fargo Private Bank October 2013 - Present
BBVA Compass April 2012 - October 2013
BBVA Compass 1997 - 2012
Bank of America October 1990 - August 1995
Skills
Wealth Management, Investment Management, Series 7, Portfolio Management, Asset Allocation, Series 63, Investment Advisory, Wealth Management..., Retirement Planning, Investments, Alternative Investments, Private Banking, Mutual Funds, High Net Worth..., Investment Strategies, Asset Management, Securities
Education
Drury University 1979 — 1983
BA, Business/Economics
University of North Carolina at Charlotte - Belk College of Business
MBA
James Foutch James Foutch's Bank of America Experience September 2011 - November 2012
Job Statistical Research Specialist with TennCare
Industry Research
Experience
State of Tennessee September 2014 - Present
Portland State University September 2012 - Present
Bank of America September 2011 - November 2012
Center for Inquiry Portland August 2011 - January 2012
Springfield Freethinkers January 2010 - May 2011
TeleTech October 2009 - July 2010
NPC International October 2004 - July 2009
Garner's General Store February 2000 - August 2004
Skills
Social Networking, Public Speaking, SPSS, Research, PowerPoint, Analysis, Management, Databases, Spreadsheets, Data Analysis, Recruiting, Marketing, Human Resources, Customer Service, Interviews, Public Relations, Program Management, Nonprofits, Inventory Management, Invoicing, Technical Support, Teaching, Higher Education, Community Outreach, Event Planning, Social Media, Qualitative Research, Microsoft Excel, Microsoft Office, Microsoft Word, Quantitative Research, Editing, Leadership, Critical Thinking, Training, Volunteer Management, Data Entry, Blogging, Program Development, Fundraising, Statistics, Proofreading, Leadership Development, Sociology, Sociology of Religion
Education
Portland State University 2012 — 2014
Master of Science in Sociology, Sociology of Religion, Identity, and Social Movements
Missouri State University 2010 — 2011
B.S., Psychology
Drury University 2006 — 2009
B.S., Sociology
Ozarks Technical Community College 2004 — 2006
A.A., Sociology
State of Tennessee September 2014 - Present
Portland State University September 2012 - Present
Bank of America September 2011 - November 2012
Center for Inquiry Portland August 2011 - January 2012
Springfield Freethinkers January 2010 - May 2011
TeleTech October 2009 - July 2010
NPC International October 2004 - July 2009
Garner's General Store February 2000 - August 2004
Skills
Social Networking, Public Speaking, SPSS, Research, PowerPoint, Analysis, Management, Databases, Spreadsheets, Data Analysis, Recruiting, Marketing, Human Resources, Customer Service, Interviews, Public Relations, Program Management, Nonprofits, Inventory Management, Invoicing, Technical Support, Teaching, Higher Education, Community Outreach, Event Planning, Social Media, Qualitative Research, Microsoft Excel, Microsoft Office, Microsoft Word, Quantitative Research, Editing, Leadership, Critical Thinking, Training, Volunteer Management, Data Entry, Blogging, Program Development, Fundraising, Statistics, Proofreading, Leadership Development, Sociology, Sociology of Religion
Education
Portland State University 2012 — 2014
Master of Science in Sociology, Sociology of Religion, Identity, and Social Movements
Missouri State University 2010 — 2011
B.S., Psychology
Drury University 2006 — 2009
B.S., Sociology
Ozarks Technical Community College 2004 — 2006
A.A., Sociology
Jeffrey Garland Jeffrey Garland's Bank of America Experience 2006 - November 2009
Job Vice President and University Secretary, University of Delaware
Industry Education Management
Experience
University of Delaware August 2012 - Present
Fisker Automotive August 2010 - April 2012
Bank of America 2006 - November 2009
MBNA America Bank 2004 - 2006
MBNA 1993 - 2006
MBNA America Bank 1993 - 2004
Office of U.S. Senator William V. Roth, Jr. 1989 - 1993
Office of Delaware Governor Michael N. Castle 1987 - 1989
Office of Tennessee Governor Lamar Alexander 1985 - 1987
Skills
Marketing Strategy, Customer Relations, Corporate Communications, Strategic Partnerships, Strategic Planning, Business Development, Relationship Management, Public Relations, Government, Start-ups, Customer Service, Leadership Development, Entrepreneurship, Strategy, CRM, Direct Marketing, Vendor Management, Leadership, Marketing, Sales, Integrated Marketing, Management, Analytics, Cross-functional Team..., Executive Management, Business Strategy, Enterprise Software, Program Management, Competitive Analysis, Training, Team Building, Product Management, Business Planning, E-commerce, Team Leadership, Management Consulting, Lead Generation
Education
Duke University 1974 — 1978
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Delaware August 2012 - Present
Fisker Automotive August 2010 - April 2012
Bank of America 2006 - November 2009
MBNA America Bank 2004 - 2006
MBNA 1993 - 2006
MBNA America Bank 1993 - 2004
Office of U.S. Senator William V. Roth, Jr. 1989 - 1993
Office of Delaware Governor Michael N. Castle 1987 - 1989
Office of Tennessee Governor Lamar Alexander 1985 - 1987
Skills
Marketing Strategy, Customer Relations, Corporate Communications, Strategic Partnerships, Strategic Planning, Business Development, Relationship Management, Public Relations, Government, Start-ups, Customer Service, Leadership Development, Entrepreneurship, Strategy, CRM, Direct Marketing, Vendor Management, Leadership, Marketing, Sales, Integrated Marketing, Management, Analytics, Cross-functional Team..., Executive Management, Business Strategy, Enterprise Software, Program Management, Competitive Analysis, Training, Team Building, Product Management, Business Planning, E-commerce, Team Leadership, Management Consulting, Lead Generation
Education
Duke University 1974 — 1978
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Laurel (Chadwick) Macdonald Laurel (Chadwick) Macdonald's Bank of America Experience June 2006 - December 2007
Job Regional Manager at Carteret Management Corp
Industry Real Estate
Experience
Carteret Management Corp August 2009 - Present
Arbor Commercial Mortage December 2007 - August 2009
Bank of America June 2006 - December 2007
Skills
Real Estate Economics, Property Management, Apartments, Real Estate, Finance, Training, Loans, Portfolio Management, Real Estate Development, Management, Property, Investments, Disposition, Valuation, Commercial Real Estate, Leases
Education
Duke University 2002 — 2006
BA, Public Policy Studies
Carteret Management Corp August 2009 - Present
Arbor Commercial Mortage December 2007 - August 2009
Bank of America June 2006 - December 2007
Skills
Real Estate Economics, Property Management, Apartments, Real Estate, Finance, Training, Loans, Portfolio Management, Real Estate Development, Management, Property, Investments, Disposition, Valuation, Commercial Real Estate, Leases
Education
Duke University 2002 — 2006
BA, Public Policy Studies
Akbar Dawood's Bank of America Experience 2005 - 2007
Job CoFounder, President, CFO at Grafiti, LLC
Industry Venture Capital & Private Equity
Experience
Untethered Labs LLC February 2015 - Present
Grafiti, LLC February 2014 - Present
Duke University August 2010 - Present
University of Maryland July 2010 - Present
Mtech Ventures 2010 - Present
Mtech Ventures 2008 - Present
Naya Jeevan (DC Chapter) 2010 - 2012
Credit Suisse 2007 - 2007
Bank of America 2005 - 2007
Skills
Venture Capital, Leveraged Finance, Financial Modeling, Investment Banking, Grant Writing, Due Diligence, Deal Sourcing, Business Strategy, Negotiation, Financial Analysis, Market Research, Hiring, Angel Investing, Socially Responsible..., Advisory Boards, Interviewing, Recruitment/Retention, Training & Development, Teaching/mentoring, liscencing, Start-ups, Competitive Landscape..., Market Opportunity..., Technical Review, Business Plan Evaluation, Business Plan..., Pitches, Document Preparation, Contract Negotiations, Equity Valuation, Lecturing, Able To Multi-task, Multicultural..., Deadline Oriented, Able To Work Under..., Team Leadership, Competitive Analysis, Business Planning, Valuation, Emerging Markets, Corporate Finance, Private Equity, Training, Economics
Education
Duke University 2001 — 2005
BS, Economics, Markets & Management
Untethered Labs LLC February 2015 - Present
Grafiti, LLC February 2014 - Present
Duke University August 2010 - Present
University of Maryland July 2010 - Present
Mtech Ventures 2010 - Present
Mtech Ventures 2008 - Present
Naya Jeevan (DC Chapter) 2010 - 2012
Credit Suisse 2007 - 2007
Bank of America 2005 - 2007
Skills
Venture Capital, Leveraged Finance, Financial Modeling, Investment Banking, Grant Writing, Due Diligence, Deal Sourcing, Business Strategy, Negotiation, Financial Analysis, Market Research, Hiring, Angel Investing, Socially Responsible..., Advisory Boards, Interviewing, Recruitment/Retention, Training & Development, Teaching/mentoring, liscencing, Start-ups, Competitive Landscape..., Market Opportunity..., Technical Review, Business Plan Evaluation, Business Plan..., Pitches, Document Preparation, Contract Negotiations, Equity Valuation, Lecturing, Able To Multi-task, Multicultural..., Deadline Oriented, Able To Work Under..., Team Leadership, Competitive Analysis, Business Planning, Valuation, Emerging Markets, Corporate Finance, Private Equity, Training, Economics
Education
Duke University 2001 — 2005
BS, Economics, Markets & Management
Greg Meese Greg Meese's Bank of America Experience May 2010 - Present
Job SVP, Business Control Manager Credit at Bank of America
Industry Banking
Experience
Bank of America May 2010 - Present
Infotrieve June 2009 - March 2010
Bank of America April 2005 - February 2009
MBNA March 2003 - April 2005
MBNA April 1999 - March 2003
MBNA August 1997 - April 1999
MeadWestvaco April 1990 - August 1997
MeadWestvaco February 1986 - April 1990
MeadWestvaco June 1985 - February 1986
Skills
Operations Management, Six Sigma, Process Improvement, Credit Cards, Management, Visio, Business Process Mapping, Leadership, Operational Risk, Policy, Business Process..., Operational Excellence, Metrics, Process Mapping, Business Control, Finance, Cross-functional Team..., Business Analysis, Banking, Risk Management, Vendor Management, Financial Services
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA, Operations
Duke University - The School of the Environment 1983 — 1985
MEM, Environmental Management
Duke University 1979 — 1983
BA, Economics
Bank of America May 2010 - Present
Infotrieve June 2009 - March 2010
Bank of America April 2005 - February 2009
MBNA March 2003 - April 2005
MBNA April 1999 - March 2003
MBNA August 1997 - April 1999
MeadWestvaco April 1990 - August 1997
MeadWestvaco February 1986 - April 1990
MeadWestvaco June 1985 - February 1986
Skills
Operations Management, Six Sigma, Process Improvement, Credit Cards, Management, Visio, Business Process Mapping, Leadership, Operational Risk, Policy, Business Process..., Operational Excellence, Metrics, Process Mapping, Business Control, Finance, Cross-functional Team..., Business Analysis, Banking, Risk Management, Vendor Management, Financial Services
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA, Operations
Duke University - The School of the Environment 1983 — 1985
MEM, Environmental Management
Duke University 1979 — 1983
BA, Economics
Ben Pai Ben Pai's Bank of America Experience September 2000 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2000 - Present
First Union 1996 - 2000
Book-of-the-Month Club 1993 - 1996
BMG Columbia House 1991 - 1993
Skills
Analytics, Banking, Business Analysis, Commercial Banking, Credit, Credit Cards, Credit Risk, Financial Analysis, Financial Modeling, Financial Services, Leadership, Loans, Management, Portfolio Management, Process Improvement, Retail Banking, Risk Management, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Duke University 1983 — 1987
BA, Economics
Bank of America September 2000 - Present
First Union 1996 - 2000
Book-of-the-Month Club 1993 - 1996
BMG Columbia House 1991 - 1993
Skills
Analytics, Banking, Business Analysis, Commercial Banking, Credit, Credit Cards, Credit Risk, Financial Analysis, Financial Modeling, Financial Services, Leadership, Loans, Management, Portfolio Management, Process Improvement, Retail Banking, Risk Management, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Duke University 1983 — 1987
BA, Economics
Donnacha Scott - ACA Donnacha Scott - ACA's Bank of America Experience 2006 - 2007
Job Senior Consultant at CrossCountry Consulting
Industry Management Consulting
Experience
CrossCountry Consulting October 2012 - Present
KPMG Ireland 2007 - 2012
Bank of America 2006 - 2007
Skills
Auditing, IFRS, Financial Reporting, Financial Services, Big 4, US GAAP, US GAAP reporting, Internal Controls, UK GAAP, Assurance, PCAOB standards, Financial Advisory, Management Consulting, SEC filings, Accounting
Education
Institute of Chartered Accountants in Ireland 2008 — 2012
ACA, Accounting
Dublin Institute of Technology 2005 — 2006
Master of Science (MSc), International Business
University College Dublin 2002 — 2005
Bachelor's degree, Economics and Mathematical Studies
CrossCountry Consulting October 2012 - Present
KPMG Ireland 2007 - 2012
Bank of America 2006 - 2007
Skills
Auditing, IFRS, Financial Reporting, Financial Services, Big 4, US GAAP, US GAAP reporting, Internal Controls, UK GAAP, Assurance, PCAOB standards, Financial Advisory, Management Consulting, SEC filings, Accounting
Education
Institute of Chartered Accountants in Ireland 2008 — 2012
ACA, Accounting
Dublin Institute of Technology 2005 — 2006
Master of Science (MSc), International Business
University College Dublin 2002 — 2005
Bachelor's degree, Economics and Mathematical Studies
Jyotishko Dutta Jyotishko Dutta's Bank of America Experience July 2011 - January 2013
Job Manager, Paid Search at eBay
Industry Information Technology and Services
Experience
eBay Marketplaces February 2015 - Present
eBay Marketplaces February 2013 - January 2015
Bank of America July 2011 - January 2013
The Redwoods Group September 2010 - December 2010
Bank of America June 2010 - August 2010
Deutsche Bank January 2010 - April 2010
BlackBerry January 2008 - December 2008
NCR May 2007 - August 2007
ITC Infotech India Limited September 2006 - December 2006
Skills
Product Marketing, Product Management, Business Analysis, Program Management, Requirements Analysis, Analytics, Project Coordination, Testing, Pivot Tables, Data Analysis, SQL, Software Project..., Product Development, Software Documentation, Visio, Six Sigma, IT Service Management, Documentation, MS Project, VBA, ITIL, Confluence, JIRA, Requirements Gathering, C++
Education
Duke University 2009 — 2010
MEM
University of Waterloo 2004 — 2009
BASc
Don Bosco School, Park Circus 1992 — 2004
eBay Marketplaces February 2015 - Present
eBay Marketplaces February 2013 - January 2015
Bank of America July 2011 - January 2013
The Redwoods Group September 2010 - December 2010
Bank of America June 2010 - August 2010
Deutsche Bank January 2010 - April 2010
BlackBerry January 2008 - December 2008
NCR May 2007 - August 2007
ITC Infotech India Limited September 2006 - December 2006
Skills
Product Marketing, Product Management, Business Analysis, Program Management, Requirements Analysis, Analytics, Project Coordination, Testing, Pivot Tables, Data Analysis, SQL, Software Project..., Product Development, Software Documentation, Visio, Six Sigma, IT Service Management, Documentation, MS Project, VBA, ITIL, Confluence, JIRA, Requirements Gathering, C++
Education
Duke University 2009 — 2010
MEM
University of Waterloo 2004 — 2009
BASc
Don Bosco School, Park Circus 1992 — 2004
Edward Keogh Edward Keogh's Bank of America Experience August 2007 - March 2009
Job Stay at home dad
Industry Financial Services
Experience
SAHD April 2013 - Present
Norwood Youth Soccer Volunteer March 2009 - November 2014
T-Mobile December 2012 - April 2013
Aspen Dental October 2010 - June 2012
Bank of America August 2007 - March 2009
Bank of America November 2006 - August 2007
Citizens Bank November 2005 - August 2006
Sovereign Bank September 2003 - November 2005
Skills
Staff Development, Staff Management, Staff Training, Sales Management, Hiring, Budgeting, Treatment Acceptance, Practice Management, HIPAA, Problem Solving, Report Generation, Written Presentations, Office Administration, Call Center, Industry specific..., Achieve in a goal..., Patient Satisfaction, Patient Flow, Patient Education, Treasury Services, Treasury banking support, Client portfolio..., Budget Tracking, Budget Management, Quickbooks 2011, ACH, Bank Secrecy Act, Cash Handling Experience, Microsoft Office, Recruiting, QuickBooks, Budgets, Portfolio Management, Sales, Customer Service, Call Centers, Risk Management, CRM, Management, Time Management, Leadership, Banking, Team Leadership, Coaching
Education
Dublin Institute of Technology 1996 — 1998
Certificate, Business Management Studies
Drimnagh Castle CBS 1989 — 1994
SAHD April 2013 - Present
Norwood Youth Soccer Volunteer March 2009 - November 2014
T-Mobile December 2012 - April 2013
Aspen Dental October 2010 - June 2012
Bank of America August 2007 - March 2009
Bank of America November 2006 - August 2007
Citizens Bank November 2005 - August 2006
Sovereign Bank September 2003 - November 2005
Skills
Staff Development, Staff Management, Staff Training, Sales Management, Hiring, Budgeting, Treatment Acceptance, Practice Management, HIPAA, Problem Solving, Report Generation, Written Presentations, Office Administration, Call Center, Industry specific..., Achieve in a goal..., Patient Satisfaction, Patient Flow, Patient Education, Treasury Services, Treasury banking support, Client portfolio..., Budget Tracking, Budget Management, Quickbooks 2011, ACH, Bank Secrecy Act, Cash Handling Experience, Microsoft Office, Recruiting, QuickBooks, Budgets, Portfolio Management, Sales, Customer Service, Call Centers, Risk Management, CRM, Management, Time Management, Leadership, Banking, Team Leadership, Coaching
Education
Dublin Institute of Technology 1996 — 1998
Certificate, Business Management Studies
Drimnagh Castle CBS 1989 — 1994
Carrie McKenna's Bank of America Experience 2010 - 2012
Job Senior Account Manager at Accion Labs
Industry Information Technology and Services
Experience
Accion Labs November 2014 - Present
Medallion Analytics November 2013 - September 2014
Bank of America 2010 - 2012
Bank of America 2010 - 2012
Ryanair Dublin Ireland February 2006 - December 2008
Skills
CRM, Technical Recruiting
Education
Dublin Institute of Technology
Business Administration and Management, General
Accion Labs November 2014 - Present
Medallion Analytics November 2013 - September 2014
Bank of America 2010 - 2012
Bank of America 2010 - 2012
Ryanair Dublin Ireland February 2006 - December 2008
Skills
CRM, Technical Recruiting
Education
Dublin Institute of Technology
Business Administration and Management, General
Roger Waddington's Bank of America Experience July 2012 - December 2012
Job Business Development Professional
Industry Financial Services
Experience
Allstate May 2015 - Present
Brilliant™ October 2013 - October 2014
Brilliant™ March 2013 - October 2013
Bank of America July 2012 - December 2012
Bank of America March 2011 - July 2012
Bank of America February 2009 - March 2011
Bank of America April 2008 - February 2009
Bank of America April 2005 - April 2008
Skills
Risk Management, Equities, Portfolio Management, Banking, Loans, Relationship Management, Financial Services, Mortgage Lending, Finance, Strategic Planning, Strategic Financial..., Mergers, Management, Strategy, Credit, Treasury Management, Management Consulting, Business Strategy, Mergers & Acquisitions, CRM, Training, Analysis, Cash Management, Recruiting, Accounting, Leadership, Sales, Forecasting, Business Development, Financial Planning, Outsourcing, Financial Analysis, Financial Reporting
Education
Dublin Business School 1994 — 1999
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Sutton Park School 1991 — 1993
Stonyhurst 1988 — 1991
Allstate May 2015 - Present
Brilliant™ October 2013 - October 2014
Brilliant™ March 2013 - October 2013
Bank of America July 2012 - December 2012
Bank of America March 2011 - July 2012
Bank of America February 2009 - March 2011
Bank of America April 2008 - February 2009
Bank of America April 2005 - April 2008
Skills
Risk Management, Equities, Portfolio Management, Banking, Loans, Relationship Management, Financial Services, Mortgage Lending, Finance, Strategic Planning, Strategic Financial..., Mergers, Management, Strategy, Credit, Treasury Management, Management Consulting, Business Strategy, Mergers & Acquisitions, CRM, Training, Analysis, Cash Management, Recruiting, Accounting, Leadership, Sales, Forecasting, Business Development, Financial Planning, Outsourcing, Financial Analysis, Financial Reporting
Education
Dublin Business School 1994 — 1999
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Sutton Park School 1991 — 1993
Stonyhurst 1988 — 1991
Aletta Kennedy, MS, RD's Bank of America Experience July 2007 - September 2010
Job Clinical Nutrition Coordinator at Marina Del Rey Hospital
Industry Health, Wellness and Fitness
Experience
Marina Del Rey Hospital August 2014 - Present
The Nutrition Equation July 2014 - Present
Keck Medicine of USC - Norris Cancer Hospital September 2014 - December 2014
Shriners Hospitals for Children August 2012 - September 2014
Kaiser Permanente January 2014 - March 2014
Rod Dixon's KiDSMARATHON Foundation 2012 - 2013
SOS Mentor January 2011 - December 2012
The Claremont Club July 2012 - August 2012
Bank of America July 2007 - September 2010
Skills
Financial Analysis, Public Speaking, Non-profits, Research, Event Planning, Nutrition, Budgets, Healthcare, Event Management, Coaching, Social Media, Sports Nutrition, Yoga, Marketing, Nonprofits, Data Analysis, Economics, Analysis, Project Management, Dietetics, Strategic Planning, Marathon
Education
Loma Linda University 2011 — 2014
MS Nutrition & Dietetics
London School of Economics and Political Science 2004 — 2007
BSc Economics and Economic History
Duke University 2003 — 2004
American Int'l School of Budapest
International Baccalaureate
Marina Del Rey Hospital August 2014 - Present
The Nutrition Equation July 2014 - Present
Keck Medicine of USC - Norris Cancer Hospital September 2014 - December 2014
Shriners Hospitals for Children August 2012 - September 2014
Kaiser Permanente January 2014 - March 2014
Rod Dixon's KiDSMARATHON Foundation 2012 - 2013
SOS Mentor January 2011 - December 2012
The Claremont Club July 2012 - August 2012
Bank of America July 2007 - September 2010
Skills
Financial Analysis, Public Speaking, Non-profits, Research, Event Planning, Nutrition, Budgets, Healthcare, Event Management, Coaching, Social Media, Sports Nutrition, Yoga, Marketing, Nonprofits, Data Analysis, Economics, Analysis, Project Management, Dietetics, Strategic Planning, Marathon
Education
Loma Linda University 2011 — 2014
MS Nutrition & Dietetics
London School of Economics and Political Science 2004 — 2007
BSc Economics and Economic History
Duke University 2003 — 2004
American Int'l School of Budapest
International Baccalaureate
Jerald Prince Jerald Prince's Bank of America Experience August 2015 - Present
Job AVP, Compensation Consultant at Bank of America; HR Development Program
Industry Education Management
Experience
Bank of America August 2015 - Present
Bank of America June 2014 - July 2015
UNC Kenan-Flagler Business School August 2012 - May 2014
Bank of America June 2013 - August 2013
Teach For America June 2010 - August 2012
Duke University Music Instrument Collection August 2007 - May 2010
The Redwoods Group June 2009 - August 2009
Skills
Classical Pianist, Basketball and Football..., Music, Curriculum Design, Teaching, Special Education, Public Speaking, Community Outreach, Non-profits, Research, Event Planning, Staff Development, Teachers, Qualitative Research, Research Design, Translation, Curriculum Development, Tutoring, Leadership, Nonprofits, Pianist, Educational Leadership, Higher Education, Data Analysis, Spanish, Leadership Development, Program Evaluation, Grant Writing, Program Development, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Concentration in General Management and Entrepreneurship, Certificate in Non-Profit Management
Duke University 2006 — 2010
Bachelor of Arts (BA), Sociology and Music
UDLA-Study Abroad in Mexico 2008 — 2008
Spanish
Stephen F. Austin High School 2002 — 2006
Bank of America August 2015 - Present
Bank of America June 2014 - July 2015
UNC Kenan-Flagler Business School August 2012 - May 2014
Bank of America June 2013 - August 2013
Teach For America June 2010 - August 2012
Duke University Music Instrument Collection August 2007 - May 2010
The Redwoods Group June 2009 - August 2009
Skills
Classical Pianist, Basketball and Football..., Music, Curriculum Design, Teaching, Special Education, Public Speaking, Community Outreach, Non-profits, Research, Event Planning, Staff Development, Teachers, Qualitative Research, Research Design, Translation, Curriculum Development, Tutoring, Leadership, Nonprofits, Pianist, Educational Leadership, Higher Education, Data Analysis, Spanish, Leadership Development, Program Evaluation, Grant Writing, Program Development, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Concentration in General Management and Entrepreneurship, Certificate in Non-Profit Management
Duke University 2006 — 2010
Bachelor of Arts (BA), Sociology and Music
UDLA-Study Abroad in Mexico 2008 — 2008
Spanish
Stephen F. Austin High School 2002 — 2006
Ann Ogburn Ann Ogburn's Bank of America Experience April 1989 - December 2000
Job Client Service Manager at Hill, Wilder & Assoc. (a financial advisory practice of Ameriprise Financial Services, Inc.)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
MUST Ministries December 2011 - September 2013
Living Hope Church/Open Arms CCDC January 2001 - November 2011
Bank of America April 1989 - December 2000
Skills
Account Management, Customer Service, Sales, Financial Services, Management, CRM, Salesforce.com, Banking, Relationship Management, New Business Development, Business Development, Sales Management, Investments, Business Analysis, Insurance, Project Management, Marketing, Strategic Planning, Process Improvement, Marketing Strategy
Education
Duke University
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. April 2014 - Present
MUST Ministries December 2011 - September 2013
Living Hope Church/Open Arms CCDC January 2001 - November 2011
Bank of America April 1989 - December 2000
Skills
Account Management, Customer Service, Sales, Financial Services, Management, CRM, Salesforce.com, Banking, Relationship Management, New Business Development, Business Development, Sales Management, Investments, Business Analysis, Insurance, Project Management, Marketing, Strategic Planning, Process Improvement, Marketing Strategy
Education
Duke University
Bachelor of Arts (B.A.)
Benjamin J. Gibson Benjamin J. Gibson's Bank of America Experience June 2006 - December 2007
Job Assistant Director of Research Development at the Duke University Energy Initiative
Industry Renewables & Environment
Experience
Duke University August 2015 - Present
U.S. Department of State February 2011 - August 2015
U.S. Environmental Protection Agency June 2008 - February 2011
International Energy Agency September 2009 - June 2010
Bank of America June 2006 - December 2007
U.S. Peace Corps - Ukraine March 2004 - May 2006
Capital One Financial August 2002 - February 2004
Deloitte September 2000 - August 2002
Hewitt Associates August 1997 - November 1998
Skills
Energy, Environmental, Policy, Economics, Public Policy, Energy Policy, Economic Development, Policy Analysis, International Relations, Research, Data Analysis, Writing, Government, Strategic Planning, International..., Sustainability, Excel, Government Relations, Microsoft Office, PowerPoint, Problem Solving, Business Strategy, Climate Change, Management Consulting, Renewable Energy, russian, Politics, Project Management, Foreign Policy, Nonprofits, Environmental Awareness, Capacity Building, Diplomacy, Environmental Policy
Education
Duke University 2006 — 2008
Master of Public Policy
University of Michigan 1993 — 1997
Bachelor of Arts
Duke University August 2015 - Present
U.S. Department of State February 2011 - August 2015
U.S. Environmental Protection Agency June 2008 - February 2011
International Energy Agency September 2009 - June 2010
Bank of America June 2006 - December 2007
U.S. Peace Corps - Ukraine March 2004 - May 2006
Capital One Financial August 2002 - February 2004
Deloitte September 2000 - August 2002
Hewitt Associates August 1997 - November 1998
Skills
Energy, Environmental, Policy, Economics, Public Policy, Energy Policy, Economic Development, Policy Analysis, International Relations, Research, Data Analysis, Writing, Government, Strategic Planning, International..., Sustainability, Excel, Government Relations, Microsoft Office, PowerPoint, Problem Solving, Business Strategy, Climate Change, Management Consulting, Renewable Energy, russian, Politics, Project Management, Foreign Policy, Nonprofits, Environmental Awareness, Capacity Building, Diplomacy, Environmental Policy
Education
Duke University 2006 — 2008
Master of Public Policy
University of Michigan 1993 — 1997
Bachelor of Arts
Gray Pendleton Gray Pendleton's Bank of America Experience July 2008 - July 2009
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Eileen Fostik's Bank of America Experience July 2007 - May 2012
Job BSN,RN
Industry Hospital & Health Care
Experience
Pauls Run June 2015 - Present
Hahnemann University Hospital June 2015 - Present
Drexel University September 2014 - Present
The Children's Hospital of Philadelphia April 2015 - June 2015
Pennsylvania Hospital April 2015 - June 2015
Cooper University Health Care January 2015 - April 2015
Twin Oaks January 2015 - April 2015
Inspira Health Network January 2015 - April 2015
Einstein Healthcare Network September 2014 - December 2014
Bank of America July 2007 - May 2012
Skills
Customer Service, Microsoft Word, Outlook, Microsoft Excel, Healthcare, CPR Certified, Patient Safety, Quality Patient Care, Patient Education, Microsoft Office, Research, PowerPoint, Windows, Medical Terminology
Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing
Registered Nursing/Registered Nurse
Rutgers University – Camden
Bachelor of Arts (B.A.), Psychology
Pauls Run June 2015 - Present
Hahnemann University Hospital June 2015 - Present
Drexel University September 2014 - Present
The Children's Hospital of Philadelphia April 2015 - June 2015
Pennsylvania Hospital April 2015 - June 2015
Cooper University Health Care January 2015 - April 2015
Twin Oaks January 2015 - April 2015
Inspira Health Network January 2015 - April 2015
Einstein Healthcare Network September 2014 - December 2014
Bank of America July 2007 - May 2012
Skills
Customer Service, Microsoft Word, Outlook, Microsoft Excel, Healthcare, CPR Certified, Patient Safety, Quality Patient Care, Patient Education, Microsoft Office, Research, PowerPoint, Windows, Medical Terminology
Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing
Registered Nursing/Registered Nurse
Rutgers University – Camden
Bachelor of Arts (B.A.), Psychology
Joseph Green Joseph Green's Bank of America Experience 2001 - 2008
Job Treasury Management Sales Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Capital One 2008 - 2012
Bank of America 2001 - 2008
Skills
Product Management, Management Consulting, Treasury Management, Information Technology, Accounting, Performance Management, Insurance, Healthcare, Oracle, SAP, Auditing, Business Strategy, Sales Management, Leadership
Education
McIntire School of Commerce 2015 — 2016
M.S. Management of Information Technology, Management of Information Technology
Duke University 1999 — 2001
Master of Business Administration (MBA), Marketing, 4.0
University of North Carolina at Charlotte
Masters of Accountancy
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Economics and Mathematics
Wells Fargo 2013 - Present
Capital One 2008 - 2012
Bank of America 2001 - 2008
Skills
Product Management, Management Consulting, Treasury Management, Information Technology, Accounting, Performance Management, Insurance, Healthcare, Oracle, SAP, Auditing, Business Strategy, Sales Management, Leadership
Education
McIntire School of Commerce 2015 — 2016
M.S. Management of Information Technology, Management of Information Technology
Duke University 1999 — 2001
Master of Business Administration (MBA), Marketing, 4.0
University of North Carolina at Charlotte
Masters of Accountancy
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Economics and Mathematics
Dana Seiber Dana Seiber's Bank of America Experience 2003 - 2005
Job AdvisorChoice Consultant at Raymond James Financial, Inc.
Industry Leisure, Travel & Tourism
Experience
Raymond James Financial, Inc. May 2015 - Present
Sunchase Travel December 2006 - Present
Bank of America 2003 - 2005
Red F 2000 - 2003
Bank of America Capital Investors 1999 - 2000
Bowles Hollowell Conner & Co 1997 - 1999
Skills
Incentive Travel, Leisure Travel, Marketing Strategy, Account Management, Customer Retention, Financial Analysis, Market Research, Customer Contact, Strategic Planning, Entrepreneurship, Customer Satisfaction, Customer Service, Analytics, Marketing, Event Management, Sales, Finance, Investments, Management
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy
Raymond James Financial, Inc. May 2015 - Present
Sunchase Travel December 2006 - Present
Bank of America 2003 - 2005
Red F 2000 - 2003
Bank of America Capital Investors 1999 - 2000
Bowles Hollowell Conner & Co 1997 - 1999
Skills
Incentive Travel, Leisure Travel, Marketing Strategy, Account Management, Customer Retention, Financial Analysis, Market Research, Customer Contact, Strategic Planning, Entrepreneurship, Customer Satisfaction, Customer Service, Analytics, Marketing, Event Management, Sales, Finance, Investments, Management
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy
Nicole Camack Nicole Camack's Bank of America Experience 2013 - Present
Job Storyteller + Marketing Strategist ♦ Vice President, Global Engagement Strategy
Industry Marketing and Advertising
Experience
Bank of America 2013 - Present
FOUR Magazine. 2012 - Present
Bank of America 2012 - 2013
Democratic National Convention 2012 - 2012
Cinhte Magazine 2011 - 2012
Lowe's Home Improvement 2011 - 2012
Wells Fargo 2009 - 2011
Non-Profit Organization 2002 - 2011
Wells Fargo 2007 - 2009
Wells Fargo 2005 - 2007
Skills
Digital Marketing, Social Media, Corporate Communications, Leadership, Advertising, Marketing, Public Relations, Digital Media, Public Speaking, Growth Strategies, Community Outreach, Strategic Planning, Creative Direction, Copywriting, Social Media Marketing, Project Management, Marketing Strategy, Creativity, Writing, Storytelling, Technology, Creative Writing, Event Planning, Customer Experience, Product Management, Integrated Marketing, Videography, Email Marketing, Branding & Identity, Change Management, Mobile, Digital Strategy, Crisis Management, Retail, Analytics, Media Relations, Marketing Communications, SaaS, User Experience, Innovation, Customer Engagement, HTML, Diversity
Education
Duke University
Graduate Certificate, Non-Profit/Public/Organizational Management
North Carolina Agricultural and Technical State University
Master of Arts (M.A.) - Dual degrees, Interdisciplinary English + African American Studies, 4.0
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Computer Science, Dean's List, Chancellor's List
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), English, Dean's List, Chancellor's List
Bank of America 2013 - Present
FOUR Magazine. 2012 - Present
Bank of America 2012 - 2013
Democratic National Convention 2012 - 2012
Cinhte Magazine 2011 - 2012
Lowe's Home Improvement 2011 - 2012
Wells Fargo 2009 - 2011
Non-Profit Organization 2002 - 2011
Wells Fargo 2007 - 2009
Wells Fargo 2005 - 2007
Skills
Digital Marketing, Social Media, Corporate Communications, Leadership, Advertising, Marketing, Public Relations, Digital Media, Public Speaking, Growth Strategies, Community Outreach, Strategic Planning, Creative Direction, Copywriting, Social Media Marketing, Project Management, Marketing Strategy, Creativity, Writing, Storytelling, Technology, Creative Writing, Event Planning, Customer Experience, Product Management, Integrated Marketing, Videography, Email Marketing, Branding & Identity, Change Management, Mobile, Digital Strategy, Crisis Management, Retail, Analytics, Media Relations, Marketing Communications, SaaS, User Experience, Innovation, Customer Engagement, HTML, Diversity
Education
Duke University
Graduate Certificate, Non-Profit/Public/Organizational Management
North Carolina Agricultural and Technical State University
Master of Arts (M.A.) - Dual degrees, Interdisciplinary English + African American Studies, 4.0
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Computer Science, Dean's List, Chancellor's List
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), English, Dean's List, Chancellor's List
Jeremy M. Borg's Bank of America Experience July 2015 - July 2015
Job Director of Photography | Camera Operator | Producer
Industry Motion Pictures and Film
Experience
National Geographic Channel September 2015 - September 2015
Destination America September 2015 - September 2015
TLC August 2015 - September 2015
Aflac August 2015 - August 2015
Vevo August 2015 - August 2015
Rent.com August 2015 - August 2015
Udemy August 2015 - August 2015
Bank of America July 2015 - July 2015
T-Mobile July 2015 - July 2015
committee films June 2015 - June 2015
Skills
Director, Production Design, Art Direction, Cinematography, Camera Assistant, Camera Operating, Documentaries, Film, Feature Films, Film Production, Camera, Entertainment, Photography, Media Production, Videography, Independent Film, Video, HD Video, Digital Video, Reality, Lighting, Video Editing, Commercials, Short Films, Directing, Television, Art, Video Production, Post Production, Music Videos, Editing, Camera Operation, Reality TV
Education
Drury University 2006 — 2010
Drury University
National Geographic Channel September 2015 - September 2015
Destination America September 2015 - September 2015
TLC August 2015 - September 2015
Aflac August 2015 - August 2015
Vevo August 2015 - August 2015
Rent.com August 2015 - August 2015
Udemy August 2015 - August 2015
Bank of America July 2015 - July 2015
T-Mobile July 2015 - July 2015
committee films June 2015 - June 2015
Skills
Director, Production Design, Art Direction, Cinematography, Camera Assistant, Camera Operating, Documentaries, Film, Feature Films, Film Production, Camera, Entertainment, Photography, Media Production, Videography, Independent Film, Video, HD Video, Digital Video, Reality, Lighting, Video Editing, Commercials, Short Films, Directing, Television, Art, Video Production, Post Production, Music Videos, Editing, Camera Operation, Reality TV
Education
Drury University 2006 — 2010
Drury University
Ellen Yuan's Bank of America Experience June 2015 - August 2015
Job Student at Duke University
Industry Computer Software
Experience
Duke University January 2014 - Present
Self-Employed Private Tutor August 2012 - Present
InstaEDU November 2013 - Present
Bank of America June 2015 - August 2015
Google July 2014 - May 2015
Duke University May 2014 - May 2015
Google Computer Science Summer Institute June 2013 - July 2013
C E Jordan High School January 2013 - June 2013
MIT Online Science Technology Engineering Community June 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Python, Java, Alice, Teamwork, Eclipse, Photoshop, InDesign, HTML, Google App Engine, CSS, JavaScript, RStudio, Research, Data Analysis, Computer Science, Public Speaking, Social Media
Education
UCL 2015 — 2015
Bachelor’s Degree, Statistical Science
Duke University 2013 — 2017
Bachelor's degree, Statistical Science and Computer Science
C E Jordan High School 2009 — 2013
Duke University January 2014 - Present
Self-Employed Private Tutor August 2012 - Present
InstaEDU November 2013 - Present
Bank of America June 2015 - August 2015
Google July 2014 - May 2015
Duke University May 2014 - May 2015
Google Computer Science Summer Institute June 2013 - July 2013
C E Jordan High School January 2013 - June 2013
MIT Online Science Technology Engineering Community June 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Python, Java, Alice, Teamwork, Eclipse, Photoshop, InDesign, HTML, Google App Engine, CSS, JavaScript, RStudio, Research, Data Analysis, Computer Science, Public Speaking, Social Media
Education
UCL 2015 — 2015
Bachelor’s Degree, Statistical Science
Duke University 2013 — 2017
Bachelor's degree, Statistical Science and Computer Science
C E Jordan High School 2009 — 2013
Paul von Schenk Paul von Schenk's Bank of America Experience 2007 - 2010
Job Adirondack Trust Insurance
Industry Insurance
Experience
Adirondack Trust Insurance 2010 - Present
Bank of America 2007 - 2010
Skills
Risk Management, Asset Protection, Risk Assessment
Education
Duke University
B.S., Economics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Management
Adirondack Trust Insurance 2010 - Present
Bank of America 2007 - 2010
Skills
Risk Management, Asset Protection, Risk Assessment
Education
Duke University
B.S., Economics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Management
Georgia Ann Richter's Bank of America Experience June 2010 - September 2010
Job Client Success Manager at McKinsey Solutions
Industry Information Technology and Services
Experience
McKinsey & Company August 2015 - Present
Oracle June 2012 - August 2015
The North Highland Company July 2011 - June 2012
Bank of America June 2010 - September 2010
MicroStrategy May 2007 - July 2009
MicroStrategy July 2005 - April 2007
Skills
Marketing Research, Analytics, Business Intelligence, Data Analysis, Business Strategy, Competitive Intelligence, Strategy, Enterprise Architecture, Data, Cross-functional Team..., Business Analysis, Analysis, Management Consulting, Project Management, Marketing, Start-ups, Management, Consulting, Product Development, Data Modeling, Competitive Analysis, Strategic Planning, Financial Modeling, Program Management, Enterprise Software, SaaS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Duke University 2004 — 2005
Masters Engineering Management
Duke University 2000 — 2004
Bachelor of Science (BS)
McKinsey & Company August 2015 - Present
Oracle June 2012 - August 2015
The North Highland Company July 2011 - June 2012
Bank of America June 2010 - September 2010
MicroStrategy May 2007 - July 2009
MicroStrategy July 2005 - April 2007
Skills
Marketing Research, Analytics, Business Intelligence, Data Analysis, Business Strategy, Competitive Intelligence, Strategy, Enterprise Architecture, Data, Cross-functional Team..., Business Analysis, Analysis, Management Consulting, Project Management, Marketing, Start-ups, Management, Consulting, Product Development, Data Modeling, Competitive Analysis, Strategic Planning, Financial Modeling, Program Management, Enterprise Software, SaaS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Duke University 2004 — 2005
Masters Engineering Management
Duke University 2000 — 2004
Bachelor of Science (BS)
Frank Rubino's Bank of America Experience 1991 - 1993
Job VP/Commercial Card Solutions Market Manager at JPMorgan Chase & Company
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2010 - Present
JPMorgan Chase & Co. 1993 - Present
JPMorgan Chase & Co. February 2009 - September 2010
Chase Home Lending June 2008 - January 2009
JPMorgan Chase & Co. June 1996 - May 2008
Chase Manhattan Bank 1996 - 2008
Bank of America 1991 - 1993
Security Pacific Bank/Bank of America 1991 - 1993
Skills
Credit, Mortgage, Mortgage Lending, Sales Management, Retail, Corporate Card Programs, Global Commercial Card, Certified Cash Manager, Selling, Loans, Risk Management, Mortgage Banking, Loan Origination, Process Improvement, Leadership, Residential Mortgages, Credit Risk, Credit Analysis, Banking, Sales, Strategic Planning, Financial Analysis, Training, Refinance, FHA, Finance, B2B, Commercial Card sales, Accounts Payable..., Cash Management, Executive Management, Financial Services, Credit Cards, Competitive Analysis, Sales Operations, Team Building, Commercial Lending, Portfolio Management, Loss Mitigation, Underwriting, Cross Selling, Consumer Lending, Relationship Management, Commercial Banking, Treasury Management, Retail Banking, Payments, Small Business Lending, Investments, Capital Markets
Education
Duke University 1988 — 1989
Certified Cash Manager (CCM), Graduate Banking Courses
Western Carolina University 1980 — 1984
BSBA, Management/Finance, 3.5 GPA
JPMorgan Chase & Co. October 2010 - Present
JPMorgan Chase & Co. 1993 - Present
JPMorgan Chase & Co. February 2009 - September 2010
Chase Home Lending June 2008 - January 2009
JPMorgan Chase & Co. June 1996 - May 2008
Chase Manhattan Bank 1996 - 2008
Bank of America 1991 - 1993
Security Pacific Bank/Bank of America 1991 - 1993
Skills
Credit, Mortgage, Mortgage Lending, Sales Management, Retail, Corporate Card Programs, Global Commercial Card, Certified Cash Manager, Selling, Loans, Risk Management, Mortgage Banking, Loan Origination, Process Improvement, Leadership, Residential Mortgages, Credit Risk, Credit Analysis, Banking, Sales, Strategic Planning, Financial Analysis, Training, Refinance, FHA, Finance, B2B, Commercial Card sales, Accounts Payable..., Cash Management, Executive Management, Financial Services, Credit Cards, Competitive Analysis, Sales Operations, Team Building, Commercial Lending, Portfolio Management, Loss Mitigation, Underwriting, Cross Selling, Consumer Lending, Relationship Management, Commercial Banking, Treasury Management, Retail Banking, Payments, Small Business Lending, Investments, Capital Markets
Education
Duke University 1988 — 1989
Certified Cash Manager (CCM), Graduate Banking Courses
Western Carolina University 1980 — 1984
BSBA, Management/Finance, 3.5 GPA
Sanjay Narayan Sanjay Narayan's Bank of America Experience May 2007 - July 2007
Job Associate, Jones Day
Industry Law Practice
Experience
Jones Day October 2012 - Present
Jones Day May 2011 - August 2011
Hon. Brenda T. Rhoades, United States Bankruptcy Court, Eastern District Texas May 2010 - August 2010
Fuqua School of Business August 2005 - May 2009
JP Morgan June 2008 - August 2008
Bank of America May 2007 - July 2007
United States Senator John Cornyn (R-TX) May 2006 - July 2006
Rep. Jerry Madden 2004 - 2005
Skills
Research, Economics, Politics, Customer Service, Public Policy, Legal Research, Policy Analysis, Financial Modeling, Legal Writing, Lexis, Westlaw, Data Analysis, Litigation, Public Speaking, Financial Analysis, Editing, Government, Bankruptcy, LexisNexis
Education
University of Pennsylvania Law School 2009 — 2012
JD, Law
Wharton School of Business 2009 — 2012
Certificate of Study in Business Economics and Public Policy
Duke University 2005 — 2009
Bachelor’s Degree, B.S. in Economics, and B.A. in Political Science, 3.882 GPA
UCL 2007 — 2007
Economics, Political Science
Plano West 2003 — 2005
Jones Day October 2012 - Present
Jones Day May 2011 - August 2011
Hon. Brenda T. Rhoades, United States Bankruptcy Court, Eastern District Texas May 2010 - August 2010
Fuqua School of Business August 2005 - May 2009
JP Morgan June 2008 - August 2008
Bank of America May 2007 - July 2007
United States Senator John Cornyn (R-TX) May 2006 - July 2006
Rep. Jerry Madden 2004 - 2005
Skills
Research, Economics, Politics, Customer Service, Public Policy, Legal Research, Policy Analysis, Financial Modeling, Legal Writing, Lexis, Westlaw, Data Analysis, Litigation, Public Speaking, Financial Analysis, Editing, Government, Bankruptcy, LexisNexis
Education
University of Pennsylvania Law School 2009 — 2012
JD, Law
Wharton School of Business 2009 — 2012
Certificate of Study in Business Economics and Public Policy
Duke University 2005 — 2009
Bachelor’s Degree, B.S. in Economics, and B.A. in Political Science, 3.882 GPA
UCL 2007 — 2007
Economics, Political Science
Plano West 2003 — 2005
Conor Cronin Conor Cronin's Bank of America Experience 2008 - Present
Job Vice President at Bank of America Merrill Lynch, Enterprise Capital Management
Industry Financial Services
Experience
Bank of America 2008 - Present
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics
University of New South Wales 2006 — 2006
Bank of America 2008 - Present
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Economics
University of New South Wales 2006 — 2006
Chirag Tahilyani's Bank of America Experience June 2015 - August 2015
Job Duke University
Industry Higher Education
Experience
Bank of America June 2015 - August 2015
Duke University February 2015 - April 2015
Duke University February 2015 - April 2015
Duke University August 2014 - December 2014
BNP Paribas June 2013 - May 2014
Skills
Microsoft Office, C++, Java, PL/SQL, SQL, Microsoft Excel, Core Java, Research, HTML, Matlab, Programming, VBA
Education
Duke University 2014 — 2015
Master's of Engineering Management (MEM), 3.6/4
University of Mumbai 2009 — 2013
Bachelor of Engineering (B.E.), Electronics and Telecommunications Engineering, GPA - 3.9/4
Bank of America June 2015 - August 2015
Duke University February 2015 - April 2015
Duke University February 2015 - April 2015
Duke University August 2014 - December 2014
BNP Paribas June 2013 - May 2014
Skills
Microsoft Office, C++, Java, PL/SQL, SQL, Microsoft Excel, Core Java, Research, HTML, Matlab, Programming, VBA
Education
Duke University 2014 — 2015
Master's of Engineering Management (MEM), 3.6/4
University of Mumbai 2009 — 2013
Bachelor of Engineering (B.E.), Electronics and Telecommunications Engineering, GPA - 3.9/4
Christopher Donohoe Christopher Donohoe's Bank of America Experience May 2004 - February 2009
Job Managing Director, Specialty Finance at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Paula Radder Paula Radder's Bank of America Experience 1973 - 2000
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America 1973 - 2000
S/V Realtime 1988 - 1997
Aldridge-Punter Ltd 1988 - 1989
Skills
Troubleshooting, Business Intelligence, Project Management, Software Development, Requirements Analysis, Windows, Software Documentation, SQL, Integration, SDLC, Microsoft SQL Server, Business Analysis, HTML, Software Project..., Analysis
Education
University of Missouri-Rolla 1971 — 1972
MS, Computer Science
Drury University 1966 — 1970
BA, Psychology
Bank of America 1973 - 2000
S/V Realtime 1988 - 1997
Aldridge-Punter Ltd 1988 - 1989
Skills
Troubleshooting, Business Intelligence, Project Management, Software Development, Requirements Analysis, Windows, Software Documentation, SQL, Integration, SDLC, Microsoft SQL Server, Business Analysis, HTML, Software Project..., Analysis
Education
University of Missouri-Rolla 1971 — 1972
MS, Computer Science
Drury University 1966 — 1970
BA, Psychology
Ryan Jurkovic Ryan Jurkovic's Bank of America Experience 1993 - 1994
Job SVP & Chief HR Officer at Algeco Scotsman Group
Industry Business Supplies and Equipment
Experience
Algeco Scotsman Group April 2014 - Present
Novelis November 2010 - April 2014
Novelis 2006 - November 2010
Rio Tinto 2004 - 2006
United Technologies 1996 - 2004
CIGNA 1995 - 1995
Bank of America 1993 - 1994
Wells Fargo 1992 - 1993
Skills
Organizational..., Succession Planning, Deferred Compensation, Talent Management, Labor Relations, Contract Negotiation, Strategic Planning, Continuous Improvement, Performance Management, Operations Management, Employee Relations, Employee Engagement, Change Management, Mergers & Acquisitions, Talent Acquisition, Six Sigma, Process Engineering, Organizational Design, Process Improvement, Recruiting, Leadership, Organizational..., Human Resources, Team Building, Employee Benefits, Personnel Management, Onboarding, Workforce Planning, HRIS, Leadership Development, Executive Coaching
Education
Duke University 2010 — 2011
Executive MBA
Purdue University 1994 — 1996
MBA
Algeco Scotsman Group April 2014 - Present
Novelis November 2010 - April 2014
Novelis 2006 - November 2010
Rio Tinto 2004 - 2006
United Technologies 1996 - 2004
CIGNA 1995 - 1995
Bank of America 1993 - 1994
Wells Fargo 1992 - 1993
Skills
Organizational..., Succession Planning, Deferred Compensation, Talent Management, Labor Relations, Contract Negotiation, Strategic Planning, Continuous Improvement, Performance Management, Operations Management, Employee Relations, Employee Engagement, Change Management, Mergers & Acquisitions, Talent Acquisition, Six Sigma, Process Engineering, Organizational Design, Process Improvement, Recruiting, Leadership, Organizational..., Human Resources, Team Building, Employee Benefits, Personnel Management, Onboarding, Workforce Planning, HRIS, Leadership Development, Executive Coaching
Education
Duke University 2010 — 2011
Executive MBA
Purdue University 1994 — 1996
MBA
Laura Meyer Wellman Laura Meyer Wellman's Bank of America Experience 1995 - 2000
Job Global CSuite Executive ♦ Solution Focused Thought Leader ♦ Corporate and Nonprofit Expertise ♦ Employee Relief Funding
Industry Nonprofit Organization Management
Experience
E4E Relief, LLC April 2014 - Present
French Consulate June 2011 - Present
Foundation For The Carolinas 2002 - 2014
Bank of America 1995 - 2000
Citi 1973 - 1995
Skills
Marketing, Non-profits, Fundraising, Strategic Planning, Program Management, Nonprofits, Public Relations, Strategic Communications, Product Management, Public Speaking, Marketing Strategy, Budgets, Leadership, Leadership Development, Community Outreach, Volunteer Management, Event Planning
Education
Duke University
BA, Russian-French
Fordham University - Graduate School of Business Administration
MBA, Management/Marketing
Horace Greeley High School
E4E Relief, LLC April 2014 - Present
French Consulate June 2011 - Present
Foundation For The Carolinas 2002 - 2014
Bank of America 1995 - 2000
Citi 1973 - 1995
Skills
Marketing, Non-profits, Fundraising, Strategic Planning, Program Management, Nonprofits, Public Relations, Strategic Communications, Product Management, Public Speaking, Marketing Strategy, Budgets, Leadership, Leadership Development, Community Outreach, Volunteer Management, Event Planning
Education
Duke University
BA, Russian-French
Fordham University - Graduate School of Business Administration
MBA, Management/Marketing
Horace Greeley High School
Jason Clauss's Bank of America Experience June 2006 - April 2008
Job
Industry Investment Management
Experience
State Street Corporation April 2008 - January 2013
Bank of America June 2006 - April 2008
State Street Corporation April 2004 - June 2006
State Street Corporation April 2003 - March 2004
State Street Corporation October 2000 - March 2003
State Street Corporation July 1999 - October 2000
State Street Corporation November 1997 - July 1999
AccounTemps/Federal Home Loan Bank of Boston September 1997 - November 1997
Skills
Fixed Income, Access
Education
Duke University 1993 — 1997
ba
State Street Corporation April 2008 - January 2013
Bank of America June 2006 - April 2008
State Street Corporation April 2004 - June 2006
State Street Corporation April 2003 - March 2004
State Street Corporation October 2000 - March 2003
State Street Corporation July 1999 - October 2000
State Street Corporation November 1997 - July 1999
AccounTemps/Federal Home Loan Bank of Boston September 1997 - November 1997
Skills
Fixed Income, Access
Education
Duke University 1993 — 1997
ba
Charles Poppe's Bank of America Experience October 2001 - September 2003
Job Chief Information Officer at AAA of the Carolinas
Industry Utilities
Experience
WABR Design Services LLC September 2010 - Present
AAA Carolinas May 2014 - December 2014
Atlantic Power Corporation July 2011 - May 2014
Cogentrix Energy, Inc. January 2006 - September 2010
Premier, Inc. January 2004 - January 2006
Bank of America October 2001 - September 2003
Bank of America October 1998 - October 2001
EPRI March 1993 - October 1998
Skills
IT Strategy, IT Management, Integration, Enterprise Architecture, Enterprise Software, Business Intelligence, IT Operations, Outsourcing, Management, Change Management, Program Management, ERP, Disaster Recovery, Process Improvement, Governance, Data Center, Vendor Management, Information Technology, Leadership, Six Sigma, Business Analysis, Virtualization, Mergers, Mergers & Acquisitions, ITIL, Project Portfolio..., Software Documentation, Project Planning, Business Process, Infrastructure, E-commerce, Business Process..., Strategy, Information Security, Security, PMO, SDLC, Data Security, Business Process..., Business Continuity, PMP, Business Strategy, Risk Management, Operations Management, Operational Excellence, Budget Management, IT Infrastructure..., IT Outsourcing, Network Security, Executive Management
Education
Duke University
BSE
Duke University
BSE
University of North Carolina at Chapel Hill
MS
WABR Design Services LLC September 2010 - Present
AAA Carolinas May 2014 - December 2014
Atlantic Power Corporation July 2011 - May 2014
Cogentrix Energy, Inc. January 2006 - September 2010
Premier, Inc. January 2004 - January 2006
Bank of America October 2001 - September 2003
Bank of America October 1998 - October 2001
EPRI March 1993 - October 1998
Skills
IT Strategy, IT Management, Integration, Enterprise Architecture, Enterprise Software, Business Intelligence, IT Operations, Outsourcing, Management, Change Management, Program Management, ERP, Disaster Recovery, Process Improvement, Governance, Data Center, Vendor Management, Information Technology, Leadership, Six Sigma, Business Analysis, Virtualization, Mergers, Mergers & Acquisitions, ITIL, Project Portfolio..., Software Documentation, Project Planning, Business Process, Infrastructure, E-commerce, Business Process..., Strategy, Information Security, Security, PMO, SDLC, Data Security, Business Process..., Business Continuity, PMP, Business Strategy, Risk Management, Operations Management, Operational Excellence, Budget Management, IT Infrastructure..., IT Outsourcing, Network Security, Executive Management
Education
Duke University
BSE
Duke University
BSE
University of North Carolina at Chapel Hill
MS
Danielle Cusson's Bank of America Experience 2009 - 2010
Job Vice President, Sales Technology at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank November 2013 - Present
Barclays 2012 - 2013
Nomura 2010 - 2012
Bank of America 2009 - 2010
Goldman Sachs 2002 - 2008
Skills
SDLC, Trading Systems, Business Analysis, Software Project..., Fixed Income, Program Management, IT Strategy, Agile Methodologies, Equities, PMP, Investment Banking, Vendor Management, Project Management, Enterprise Architecture, Software Development, Back Office, Capital Markets, Requirements Analysis, Agile Project Management, Electronic Trading, Requirements Gathering, DB2, Unix, Oracle, SQL
Education
Duke University
MS, Computer Science
NYU-Poly
BS, Computer Science
Deutsche Bank November 2013 - Present
Barclays 2012 - 2013
Nomura 2010 - 2012
Bank of America 2009 - 2010
Goldman Sachs 2002 - 2008
Skills
SDLC, Trading Systems, Business Analysis, Software Project..., Fixed Income, Program Management, IT Strategy, Agile Methodologies, Equities, PMP, Investment Banking, Vendor Management, Project Management, Enterprise Architecture, Software Development, Back Office, Capital Markets, Requirements Analysis, Agile Project Management, Electronic Trading, Requirements Gathering, DB2, Unix, Oracle, SQL
Education
Duke University
MS, Computer Science
NYU-Poly
BS, Computer Science
Jeffrey Sandler's Bank of America Experience 2006 - 2008
Job Strategic Marketing and Business Development Professional
Industry Financial Services
Experience
Northern Trust 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
H.I.G. Capital 2000 - 2002
Sunglass Hut 1999 - 2000
Fidelity Investments 1995 - 1999
NewLeaf Entertainment 1994 - 1995
MicroTouch Systems 1992 - 1994
Bain & Company 1986 - 1992
Education
Harvard Business School 1988 — 1990
MBA
Duke University 1982 — 1986
Bachelor of Arts
Northern Trust 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
H.I.G. Capital 2000 - 2002
Sunglass Hut 1999 - 2000
Fidelity Investments 1995 - 1999
NewLeaf Entertainment 1994 - 1995
MicroTouch Systems 1992 - 1994
Bain & Company 1986 - 1992
Education
Harvard Business School 1988 — 1990
MBA
Duke University 1982 — 1986
Bachelor of Arts
Bryan Chavez's Bank of America Experience January 2006 - Present
Job VP Market Data Manager at Bank of America
Industry Banking
Experience
Bank of America January 2006 - Present
BD Technologies June 2005 - August 2005
Superior Industries August 2004 - December 2004
Skills
Business Analysis, Market Data, Project Management, Sybase, Perl, Financial Markets, Market Risk, SQL, Requirements Analysis, Data Analysis, Derivatives, Linux, Git, Vim, Sybase IQ, MongoDB, Analysis, SDLC, Databases, Bloomberg, Fixed Income, Product Development, Requirements Gathering, Python, Dataflow
Education
Duke University 2001 — 2005
Bachelor of Science, Electrical and Computer Engineering
Bank of America January 2006 - Present
BD Technologies June 2005 - August 2005
Superior Industries August 2004 - December 2004
Skills
Business Analysis, Market Data, Project Management, Sybase, Perl, Financial Markets, Market Risk, SQL, Requirements Analysis, Data Analysis, Derivatives, Linux, Git, Vim, Sybase IQ, MongoDB, Analysis, SDLC, Databases, Bloomberg, Fixed Income, Product Development, Requirements Gathering, Python, Dataflow
Education
Duke University 2001 — 2005
Bachelor of Science, Electrical and Computer Engineering
Claudia Gasiorek's Bank of America Experience June 2008 - August 2008
Job Credit Research Analyst
Industry Financial Services
Experience
Wells Fargo Principal Investments December 2014 - Present
Bank of America Merrill Lynch February 2013 - October 2014
Bank of America Merrill Lynch July 2010 - February 2013
Bank of America Merrill Lynch September 2009 - July 2010
Bank of America June 2008 - August 2008
The NPD Group, Inc June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Marketing Research, Economics, Financial Modeling, Research, Fixed Income, Bloomberg, Bond Markets, CDS, Valuation, Asset Management
Education
Duke University 2005 — 2009
Bachelor of Science (B.S.), Economics
Duke University 2005 — 2009
Minor, Psychology
Wells Fargo Principal Investments December 2014 - Present
Bank of America Merrill Lynch February 2013 - October 2014
Bank of America Merrill Lynch July 2010 - February 2013
Bank of America Merrill Lynch September 2009 - July 2010
Bank of America June 2008 - August 2008
The NPD Group, Inc June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Marketing Research, Economics, Financial Modeling, Research, Fixed Income, Bloomberg, Bond Markets, CDS, Valuation, Asset Management
Education
Duke University 2005 — 2009
Bachelor of Science (B.S.), Economics
Duke University 2005 — 2009
Minor, Psychology
Benetta Thompson's Bank of America Experience 2011 - Present
Job Vice President, Senior Risk Specialist – Global Portfolio Strategies at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Bank of America 2010 - 2011
Bank of America 2007 - 2010
McCann Erickson 2005 - 2007
IBM 2003 - 2005
IBM 2002 - 2003
IBM 2000 - 2002
IBM 1999 - 2000
Skills
Financial Modeling, Credit, Forecasting, Finance, Strategy, Financial Analysis, Banking, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1999
Master of Business Administration (M.B.A.), Finance & Innovation Management Marketing
Duke University 1990 — 1994
Bachelor's Degree, Public Policy Studies
Bank of America 2011 - Present
Bank of America 2010 - 2011
Bank of America 2007 - 2010
McCann Erickson 2005 - 2007
IBM 2003 - 2005
IBM 2002 - 2003
IBM 2000 - 2002
IBM 1999 - 2000
Skills
Financial Modeling, Credit, Forecasting, Finance, Strategy, Financial Analysis, Banking, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1999
Master of Business Administration (M.B.A.), Finance & Innovation Management Marketing
Duke University 1990 — 1994
Bachelor's Degree, Public Policy Studies
Brian Crane's Bank of America Experience May 2010 - September 2012
Job Sr Finance Director, Supply Chain & Procurement at Best Buy
Industry Retail
Experience
Best Buy May 2013 - Present
Best Buy October 2012 - May 2013
Bank of America May 2010 - September 2012
Bank of America January 2009 - April 2010
Bank of America February 2007 - December 2008
Bank of America May 2005 - February 2007
Delta Air Lines March 2004 - May 2005
Delta Air Lines May 2002 - February 2004
eTour 1998 - 2000
Ford Motor Company August 1995 - May 1998
Skills
Customer Service, Strategy, Credit, Strategic Planning, Short Sales, Risk Management, Financial Analysis, Foreclosures, Banking, Process Improvement, Mortgage Lending, Marketing, Forecasting, Loans, Portfolio Management, Mortgage Banking
Education
Emory University - Goizueta Business School 1998 — 2000
Duke University 1991 — 1995
Bachelor of Arts (B.A.), Economics & French
Best Buy May 2013 - Present
Best Buy October 2012 - May 2013
Bank of America May 2010 - September 2012
Bank of America January 2009 - April 2010
Bank of America February 2007 - December 2008
Bank of America May 2005 - February 2007
Delta Air Lines March 2004 - May 2005
Delta Air Lines May 2002 - February 2004
eTour 1998 - 2000
Ford Motor Company August 1995 - May 1998
Skills
Customer Service, Strategy, Credit, Strategic Planning, Short Sales, Risk Management, Financial Analysis, Foreclosures, Banking, Process Improvement, Mortgage Lending, Marketing, Forecasting, Loans, Portfolio Management, Mortgage Banking
Education
Emory University - Goizueta Business School 1998 — 2000
Duke University 1991 — 1995
Bachelor of Arts (B.A.), Economics & French
Cheryl Sykes's Bank of America Experience April 1982 - April 1992
Job District Manager, Jafra Cosmetics
Industry Cosmetics
Experience
Jafra Cosmetics July 1991 - Present
Community Action Center 2007 - 2010
Bank of America April 1982 - April 1992
Skills
Customer Service, Public Speaking, Strategic Planning, Sales Management, Event Planning, Marketing Strategy, Team Building, Retail, Small Business, Marketing, Coaching, Budgets, Project Planning, Nonprofits, Sales, Leadership Development, Recruiting, Direct Sales, Leadership, Account Management, New Business Development, Social Media, Negotiation
Education
Duke University 1975 — 1976
MAT, Mathematics
University of North Carolina at Chapel Hill 1973 — 1975
BA, Mathematics
St Mary's College 1971 — 1973
AA
Jafra Cosmetics July 1991 - Present
Community Action Center 2007 - 2010
Bank of America April 1982 - April 1992
Skills
Customer Service, Public Speaking, Strategic Planning, Sales Management, Event Planning, Marketing Strategy, Team Building, Retail, Small Business, Marketing, Coaching, Budgets, Project Planning, Nonprofits, Sales, Leadership Development, Recruiting, Direct Sales, Leadership, Account Management, New Business Development, Social Media, Negotiation
Education
Duke University 1975 — 1976
MAT, Mathematics
University of North Carolina at Chapel Hill 1973 — 1975
BA, Mathematics
St Mary's College 1971 — 1973
AA
Shaun Rangel's Bank of America Experience November 2007 - June 2009
Job Ally Financial Services Inc
Industry Financial Services
Experience
Ally Financial Inc November 2009 - Present
Bank of America November 2007 - June 2009
Bank of America August 2005 - November 2007
Wachovia Bank 2004 - 2005
CSX World Terminals 2000 - 2004
Skills
Analytics, Strategic Financial..., Financial Analysis, Finance, Analysis, Financial Modeling, Credit, Credit Analysis, Investments, Banking
Education
Queens University of Charlotte 1996 — 1999
MBA
Duke University 1984 — 1988
BA, Political Science
Ally Financial Inc November 2009 - Present
Bank of America November 2007 - June 2009
Bank of America August 2005 - November 2007
Wachovia Bank 2004 - 2005
CSX World Terminals 2000 - 2004
Skills
Analytics, Strategic Financial..., Financial Analysis, Finance, Analysis, Financial Modeling, Credit, Credit Analysis, Investments, Banking
Education
Queens University of Charlotte 1996 — 1999
MBA
Duke University 1984 — 1988
BA, Political Science
Jonathan Rick's Bank of America Experience July 2010 - December 2011
Job Sales and Derivatives Strategies
Industry Banking
Experience
Credit Agricole CIB May 2013 - Present
Bank of America July 2010 - December 2011
Bank of America July 2007 - June 2010
Bank of America June 2005 - June 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, FX Options, Rates, Interest Rate Swaps, Swaptions, Credit, Equities, Investment Strategies, Macroeconomics, Asset Management, Interest Rate..., Options, Investments, Risk Management, Hedging, Market Risk, Swaps
Education
Georgia Institute of Technology 2015 — 2017
Master's Degree, Computer Science
Duke University 2001 — 2005
BS, Economics, 3.7
Credit Agricole CIB May 2013 - Present
Bank of America July 2010 - December 2011
Bank of America July 2007 - June 2010
Bank of America June 2005 - June 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, FX Options, Rates, Interest Rate Swaps, Swaptions, Credit, Equities, Investment Strategies, Macroeconomics, Asset Management, Interest Rate..., Options, Investments, Risk Management, Hedging, Market Risk, Swaps
Education
Georgia Institute of Technology 2015 — 2017
Master's Degree, Computer Science
Duke University 2001 — 2005
BS, Economics, 3.7
John Linker's Bank of America Experience 1999 - 2001
Job SVP, Treasurer & Corporate Development at JELDWEN
Industry Building Materials
Experience
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
Amy Hulse's Bank of America Experience 2002 - Present
Job Compensation Executive at Bank of America
Industry Financial Services
Experience
Bank of America 2002 - Present
Sony Music Entertainment 1993 - 2002
Sony BMG 1993 - 2002
Skills
Financial Analysis, Financial Modeling, Mergers, Managerial Finance, Incentive Programs, Financial Services, Mergers & Acquisitions, Performance Management, Banking, Change Management, Acquisition Integration
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Public Policy
Clayton High School 1984 — 1987
Bank of America 2002 - Present
Sony Music Entertainment 1993 - 2002
Sony BMG 1993 - 2002
Skills
Financial Analysis, Financial Modeling, Mergers, Managerial Finance, Incentive Programs, Financial Services, Mergers & Acquisitions, Performance Management, Banking, Change Management, Acquisition Integration
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Public Policy
Clayton High School 1984 — 1987
Brian Grube's Bank of America Experience June 2010 - May 2015
Job Associate Winstead PC
Industry Law Practice
Experience
Winstead PC June 2015 - Present
Bank of America June 2010 - May 2015
Bank of America September 2009 - June 2010
Cadwalader, Wickersham & Taft 2008 - 2009
Cadwalader, Wickersham & Taft May 2007 - August 2007
Merrill Lynch April 2004 - May 2005
Bureau of Economic Analysis October 2002 - December 2003
Education
Duke University 2005 — 2008
MA, Economics
Duke University School of Law 2005 — 2008
JD, Law
The College of New Jersey 1995 — 2002
BA/BM, Economics and Music Education
Winstead PC June 2015 - Present
Bank of America June 2010 - May 2015
Bank of America September 2009 - June 2010
Cadwalader, Wickersham & Taft 2008 - 2009
Cadwalader, Wickersham & Taft May 2007 - August 2007
Merrill Lynch April 2004 - May 2005
Bureau of Economic Analysis October 2002 - December 2003
Education
Duke University 2005 — 2008
MA, Economics
Duke University School of Law 2005 — 2008
JD, Law
The College of New Jersey 1995 — 2002
BA/BM, Economics and Music Education
Melisa Crass, AAP's Bank of America Experience January 1993 - August 2000
Job Director, JHA Banking Center at Jack Henry & Associates
Industry Banking
Experience
Jack Henry & Associates January 2012 - Present
Jack Henry & Associates July 2004 - January 2012
Jack Henry & Associates August 2002 - July 2004
Jack Henry & Associates August 2000 - August 2002
Bank of America January 1993 - August 2000
Skills
Lead Generation, Sales Process, Integration, Check 21, Customer Service, Payments, Financial Analysis, Business Development, Marketing Strategy, Team Leadership, Sales, Retail Banking, Microsoft Office, Program Management, Electronic Payments, Operating Systems, Team Building, Business Analysis, Banking, CRM
Education
Drury University
Jack Henry & Associates January 2012 - Present
Jack Henry & Associates July 2004 - January 2012
Jack Henry & Associates August 2002 - July 2004
Jack Henry & Associates August 2000 - August 2002
Bank of America January 1993 - August 2000
Skills
Lead Generation, Sales Process, Integration, Check 21, Customer Service, Payments, Financial Analysis, Business Development, Marketing Strategy, Team Leadership, Sales, Retail Banking, Microsoft Office, Program Management, Electronic Payments, Operating Systems, Team Building, Business Analysis, Banking, CRM
Education
Drury University
Lisa Sheppard's Bank of America Experience October 2014 - Present
Job Vice President Senior Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America October 2014 - Present
Bank of America September 2010 - October 2014
Bank of America January 2010 - September 2010
Wells Fargo Bank February 2008 - September 2009
Cadwalader, Wickersham & Taft LLP 2005 - 2008
Womble Carlyle Sandridge & Rice PLLC 1998 - 2004
Zeichner Ellman & Krause 1990 - 1994
Skills
Securities, Banking, Risk Management, Change Management, Loans, Investment Banking, Operational Risk, Fixed Income, Corporate Law, Capital Markets, Financial Services, Finance, Structured Finance, Financial Risk, Credit, Operational Risk..., Due Diligence, Mergers & Acquisitions, Securitization, Hedge Funds
Education
Duke University
BA
Emory University School of Law
JD
Vrije Universiteit Brussel
LLM - Institute for European Studies, International & Comparative Law
Bank of America October 2014 - Present
Bank of America September 2010 - October 2014
Bank of America January 2010 - September 2010
Wells Fargo Bank February 2008 - September 2009
Cadwalader, Wickersham & Taft LLP 2005 - 2008
Womble Carlyle Sandridge & Rice PLLC 1998 - 2004
Zeichner Ellman & Krause 1990 - 1994
Skills
Securities, Banking, Risk Management, Change Management, Loans, Investment Banking, Operational Risk, Fixed Income, Corporate Law, Capital Markets, Financial Services, Finance, Structured Finance, Financial Risk, Credit, Operational Risk..., Due Diligence, Mergers & Acquisitions, Securitization, Hedge Funds
Education
Duke University
BA
Emory University School of Law
JD
Vrije Universiteit Brussel
LLM - Institute for European Studies, International & Comparative Law
Alex Papson's Bank of America Experience September 2008 - Present
Job Portfolio Manager Mortgage Trader
Industry Capital Markets
Experience
Bank of America September 2008 - Present
Banc of America Securities January 2005 - January 2011
Education
Duke University 2001 — 2004
Bank of America September 2008 - Present
Banc of America Securities January 2005 - January 2011
Education
Duke University 2001 — 2004
Karen Sears's Bank of America Experience Technology ManagerMerrill Lynch2009 - Present
Job Technology Service Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America Technology ManagerMerrill Lynch2009 - Present
Fleet Capital Leasing 2000 - 2010
Fleet Capital Leasing 2003 - 2005
Sanwa Leasing Corporation 2000 - 2003
Education
Drury University
Bank of America Technology ManagerMerrill Lynch2009 - Present
Fleet Capital Leasing 2000 - 2010
Fleet Capital Leasing 2003 - 2005
Sanwa Leasing Corporation 2000 - 2003
Education
Drury University
Catherine Coffman's Bank of America Experience January 2007 - July 2008
Job Underwriter II National Correspondent Operations at Nationstar
Industry Financial Services
Experience
Nationstar Mortgage LLC April 2013 - Present
Midwest Mortgage Capital LLC November 2012 - April 2013
EverBank April 2012 - October 2012
Aurora Bank FSB May 2009 - April 2012
Bank of America January 2007 - July 2008
CitiMortgage May 2004 - December 2006
Wells Fargo February 2003 - May 2004
Nexstar Financial Corporation August 2001 - February 2003
GE Capital Fleet Services April 2000 - August 2001
GE Capital Mortgage Services September 1997 - April 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Credit, Residential Mortgages, Underwriting, Banking, Refinance, Loss Mitigation, Credit Analysis, Mortgage Correspondent..., Loan Servicing, Management, Mortgage Servicing, Mortgage Underwriting, USDA
Education
Drury University 1991 — 1994
MBA, Business Administration
Missouri State University 1981 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Horace Mann, CJH, KHS
kickapoo
Nationstar Mortgage LLC April 2013 - Present
Midwest Mortgage Capital LLC November 2012 - April 2013
EverBank April 2012 - October 2012
Aurora Bank FSB May 2009 - April 2012
Bank of America January 2007 - July 2008
CitiMortgage May 2004 - December 2006
Wells Fargo February 2003 - May 2004
Nexstar Financial Corporation August 2001 - February 2003
GE Capital Fleet Services April 2000 - August 2001
GE Capital Mortgage Services September 1997 - April 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Credit, Residential Mortgages, Underwriting, Banking, Refinance, Loss Mitigation, Credit Analysis, Mortgage Correspondent..., Loan Servicing, Management, Mortgage Servicing, Mortgage Underwriting, USDA
Education
Drury University 1991 — 1994
MBA, Business Administration
Missouri State University 1981 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Horace Mann, CJH, KHS
kickapoo
Donal Holland's Bank of America Experience 2006 - 2008
Job VP Equity Trading Technology
Industry Financial Services
Experience
Nomura November 2013 - Present
First Derivatives January 2006 - October 2013
First Derivatives January 2006 - October 2013
Bank of America 2006 - 2008
Skills
KDB+, Trading Systems, Quantitative Finance, Market Data, Electronic Trading, Equity Derivatives, Derivatives, Financial Engineering, Market Risk, Interest Rate..., Fixed Income, Credit Derivatives, FX Options, VBA, Options
Education
Queens University Belfast 2001 — 2005
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
Dublin City University 1997 — 2001
Bachelor of Science (B.Sc.), Applied Physics, First Class Honors
Nomura November 2013 - Present
First Derivatives January 2006 - October 2013
First Derivatives January 2006 - October 2013
Bank of America 2006 - 2008
Skills
KDB+, Trading Systems, Quantitative Finance, Market Data, Electronic Trading, Equity Derivatives, Derivatives, Financial Engineering, Market Risk, Interest Rate..., Fixed Income, Credit Derivatives, FX Options, VBA, Options
Education
Queens University Belfast 2001 — 2005
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
Dublin City University 1997 — 2001
Bachelor of Science (B.Sc.), Applied Physics, First Class Honors
Zachary Brodsky's Bank of America Experience July 2013 - Present
Job Strategic Human Resource Professional
Industry Human Resources
Experience
Bank of America July 2013 - Present
Citigroup March 2011 - July 2013
Teach for America August 2009 - January 2011
ESPN January 2009 - June 2009
Hay Group March 2008 - October 2008
NBC-Universal 2008 - 2008
@Futures L.L.C. 2005 - 2007
Skills
Talent Management, Performance Management, Data Analysis, Strategic Thinking, Training, Relationship Management, Organizational Learning, Organizational..., Change Management, Curriculum Design
Education
Teachers College of Columbia University 2007 — 2009
MA, Organizational Psychology
Duke University 2001 — 2005
Bachelor of Arts, Psychology
Bank of America July 2013 - Present
Citigroup March 2011 - July 2013
Teach for America August 2009 - January 2011
ESPN January 2009 - June 2009
Hay Group March 2008 - October 2008
NBC-Universal 2008 - 2008
@Futures L.L.C. 2005 - 2007
Skills
Talent Management, Performance Management, Data Analysis, Strategic Thinking, Training, Relationship Management, Organizational Learning, Organizational..., Change Management, Curriculum Design
Education
Teachers College of Columbia University 2007 — 2009
MA, Organizational Psychology
Duke University 2001 — 2005
Bachelor of Arts, Psychology
Rob Vail's Bank of America Experience November 2003 - August 2015
Job EVP and Regional Director | Real estate and facilities outsourcing expert | client relationship oversight
Industry Real Estate
Experience
JLL September 2015 - Present
Bank of America November 2003 - August 2015
Granite City Ventures 2001 - 2003
Walt Disney Imagineering 1997 - 2001
Taco Bell 1993 - 1997
Skills
Business Planning, Leadership, Team Building, Real Estate, Finance, Mergers & Acquisitions, Mergers, Real Estate Transactions, Disposition, Real Estate Development, Management, Strategic Planning, Team Leadership, Contract Negotiation, Financial Analysis, Strategy, Friendly Personality, Loans, Project Planning, Portfolio Management, Corporate Real Estate, Property, Asset Management, Dispositions
Education
Duke University
A.B., Economics
IESE Business School
Business Administration
The University of Chicago Booth School of Business
M.B.A.
JLL September 2015 - Present
Bank of America November 2003 - August 2015
Granite City Ventures 2001 - 2003
Walt Disney Imagineering 1997 - 2001
Taco Bell 1993 - 1997
Skills
Business Planning, Leadership, Team Building, Real Estate, Finance, Mergers & Acquisitions, Mergers, Real Estate Transactions, Disposition, Real Estate Development, Management, Strategic Planning, Team Leadership, Contract Negotiation, Financial Analysis, Strategy, Friendly Personality, Loans, Project Planning, Portfolio Management, Corporate Real Estate, Property, Asset Management, Dispositions
Education
Duke University
A.B., Economics
IESE Business School
Business Administration
The University of Chicago Booth School of Business
M.B.A.
Mary Beth Tripp's Bank of America Experience Vice President; Associate General CounselNexstar Financial Corporation1999 - 2006
Job Assistant General Counsel at Bank of America
Industry Banking
Experience
Bank of America Vice President; Associate General CounselNexstar Financial Corporation1999 - 2006
GE Capital Mortgage 1992 - 1999
Skills
Banking
Education
Vanderbilt University Law School 1978 — 1981
JD, Law
Drury University 1974 — 1978
AB, Business, Economics, Political Science
Bank of America Vice President; Associate General CounselNexstar Financial Corporation1999 - 2006
GE Capital Mortgage 1992 - 1999
Skills
Banking
Education
Vanderbilt University Law School 1978 — 1981
JD, Law
Drury University 1974 — 1978
AB, Business, Economics, Political Science
Allan Bacon's Bank of America Experience July 2002 - July 2004
Job Chief Growth Adviser to Founders & CEOs
Industry Management Consulting
Experience
Moving Growth Companies from Overwhelm to Sustainable Success 2008 - Present
CEO Growth Forum 2012 - Present
Charlotte Venture Challenge 2011 - Present
Avocationist.com November 2007 - Present
Tessera July 2006 - October 2008
Tessera August 2004 - July 2006
Digital Optics Corporation 2004 - 2006
Bank of America July 2002 - July 2004
Skills
Entrepreneurship, New Business Development, Start-ups, Sales, Business Strategy, Market Research, Marketing Strategy, Sales Management, Management Consulting, E-commerce, Public Speaking, Technology, Venture Financing, Program Development, Strategic Influence, Strategic Partnerships, Marketing, Program Management, Forecasting, Business Development, smartphone, Business Model..., Semiconductor Industry, Optics, Personal Development, Strategy, Product Management, Product Marketing, B2B, Executive Management, Venture Capital, Smartphones, Networking, Strategic Planning, Management, Leadership
Education
Duke University 1988 — 1995
PhD, Physics
Rhodes College 1984 — 1988
BS, Physics
Moving Growth Companies from Overwhelm to Sustainable Success 2008 - Present
CEO Growth Forum 2012 - Present
Charlotte Venture Challenge 2011 - Present
Avocationist.com November 2007 - Present
Tessera July 2006 - October 2008
Tessera August 2004 - July 2006
Digital Optics Corporation 2004 - 2006
Bank of America July 2002 - July 2004
Skills
Entrepreneurship, New Business Development, Start-ups, Sales, Business Strategy, Market Research, Marketing Strategy, Sales Management, Management Consulting, E-commerce, Public Speaking, Technology, Venture Financing, Program Development, Strategic Influence, Strategic Partnerships, Marketing, Program Management, Forecasting, Business Development, smartphone, Business Model..., Semiconductor Industry, Optics, Personal Development, Strategy, Product Management, Product Marketing, B2B, Executive Management, Venture Capital, Smartphones, Networking, Strategic Planning, Management, Leadership
Education
Duke University 1988 — 1995
PhD, Physics
Rhodes College 1984 — 1988
BS, Physics
Jim Westfall's Bank of America Experience October 1983 - January 1999
Job CFO at Professional Business Bank
Industry Banking
Experience
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Itel Corp. May 1978 - October 1983
Skills
Financial Analysis, Cash Management, Mergers, Corporate Finance, Financial Modeling, Banking, Budgets, Capital Markets, Mergers & Acquisitions, Risk Management, Credit, Investments, Strategic Financial..., Portfolio Management, Business Strategy, Loans, Treasury Management, Commercial Banking
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
Duke University 1970 — 1974
B.A., Economics
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Itel Corp. May 1978 - October 1983
Skills
Financial Analysis, Cash Management, Mergers, Corporate Finance, Financial Modeling, Banking, Budgets, Capital Markets, Mergers & Acquisitions, Risk Management, Credit, Investments, Strategic Financial..., Portfolio Management, Business Strategy, Loans, Treasury Management, Commercial Banking
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
Duke University 1970 — 1974
B.A., Economics
Beverly Ladley's Bank of America Experience January 2011 - June 2012
Job Head of Retail Products and Consumer Lending at SunTrust Bank
Industry Banking
Experience
SunTrust Bank 2012 - Present
Bank of America January 2011 - June 2012
Bank of America January 2010 - January 2011
Bank of America January 2009 - January 2010
Bank of America 2000 - 2005
Skills
Retail Banking, Banking, Credit Cards, Credit Risk, Loans, Credit, Portfolio Management, Financial Risk, Payments, Relationship Management, Underwriting
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
Duke University 1984 — 1988
ba, Economics, Public Policy
SunTrust Bank 2012 - Present
Bank of America January 2011 - June 2012
Bank of America January 2010 - January 2011
Bank of America January 2009 - January 2010
Bank of America 2000 - 2005
Skills
Retail Banking, Banking, Credit Cards, Credit Risk, Loans, Credit, Portfolio Management, Financial Risk, Payments, Relationship Management, Underwriting
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
Duke University 1984 — 1988
ba, Economics, Public Policy
Doyt Ladd's Bank of America Experience 1997 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
UMB Bank August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2009 - August 2013
TIAA-CREF September 2000 - February 2009
Bank of America 1997 - 2000
COMMERCE TRUST COMPANY 1997 - 1997
Boatmens Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1996
Skills
Financial Analysis, Risk Management, Investment Management, High Net Worth..., Management, Asset Managment, Relationship Management, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Loans, Credit Analysis, Hedge Funds, Credit, Financial Services, Investment Strategies, Capital Markets, Asset Management, Retirement, Trust Services, Finance, Equity Research, Wealth Management..., CRM, Private Banking, Financial Advisory, Equities, Derivatives, Business Development, Bonds, Banking, Financial Markets, Financial Modeling, Securities, Strategic Financial..., Financial Planning
Education
CFA Institute 1989 — 1992
CFA, Financial analysis
Drury University 1982 — 1983
MBA, Managment
Drury University 1978 — 1982
BA, Business Administration, Economics
UMB Bank August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2009 - August 2013
TIAA-CREF September 2000 - February 2009
Bank of America 1997 - 2000
COMMERCE TRUST COMPANY 1997 - 1997
Boatmens Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1996
Skills
Financial Analysis, Risk Management, Investment Management, High Net Worth..., Management, Asset Managment, Relationship Management, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Loans, Credit Analysis, Hedge Funds, Credit, Financial Services, Investment Strategies, Capital Markets, Asset Management, Retirement, Trust Services, Finance, Equity Research, Wealth Management..., CRM, Private Banking, Financial Advisory, Equities, Derivatives, Business Development, Bonds, Banking, Financial Markets, Financial Modeling, Securities, Strategic Financial..., Financial Planning
Education
CFA Institute 1989 — 1992
CFA, Financial analysis
Drury University 1982 — 1983
MBA, Managment
Drury University 1978 — 1982
BA, Business Administration, Economics
Laura Callaway's Bank of America Experience September 2011 - Present
Job Vice President Portfolio Management Officer/Team Lead
Industry Banking
Experience
Bank of America September 2011 - Present
Empire Bank January 2007 - August 2011
Skills
Loans, Banking, Public Speaking, Mortgage Lending, Credit, Customer Service, Portfolio Management, Credit Analysis, Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis
Education
Drury University
Bank of America September 2011 - Present
Empire Bank January 2007 - August 2011
Skills
Loans, Banking, Public Speaking, Mortgage Lending, Credit, Customer Service, Portfolio Management, Credit Analysis, Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis
Education
Drury University
Jeff Messner's Bank of America Experience July 2000 - May 2007
Job Director, Fixed Income Derivatives
Industry Capital Markets
Experience
SunTrust Robinson Humphrey May 2007 - Present
Alpha Sigma Delta of Chi Psi, Inc. October 2003 - Present
Bank of America July 2000 - May 2007
Alpha Sigma Delta of Chi Psi, Inc. October 2001 - October 2003
Education
Duke University 1996 — 2000
B.S., Economics, Markets and Management, Music
SunTrust Robinson Humphrey May 2007 - Present
Alpha Sigma Delta of Chi Psi, Inc. October 2003 - Present
Bank of America July 2000 - May 2007
Alpha Sigma Delta of Chi Psi, Inc. October 2001 - October 2003
Education
Duke University 1996 — 2000
B.S., Economics, Markets and Management, Music
Irial O Neill's Bank of America Experience 2007 - October 2010
Job Vice President, Private Banking Specialist at U.S. Trust
Industry Banking
Experience
U.S. Trust 2012 - Present
US Trust 2010 - 2012
Bank of America 2007 - October 2010
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Microsoft Excel, PowerPoint, Strategic Planning, Management, Customer Engagement, Client Development, Manage Client...
Education
Dublin City University 2002 — 2003
H.Dip. (IT), Information Technology
Trinity College Dublin 1997 — 2001
B.Sc. (Mgmt), Business Management & Marketing
U.S. Trust 2012 - Present
US Trust 2010 - 2012
Bank of America 2007 - October 2010
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Microsoft Excel, PowerPoint, Strategic Planning, Management, Customer Engagement, Client Development, Manage Client...
Education
Dublin City University 2002 — 2003
H.Dip. (IT), Information Technology
Trinity College Dublin 1997 — 2001
B.Sc. (Mgmt), Business Management & Marketing
Terry Rains's Bank of America Experience 2000 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America 2000 - Present
Merrill Lynch 2000 - 2008
Education
Duke University 1997 — 2001
BA, Computer Science, Physics, Psychology
Bank of America 2000 - Present
Merrill Lynch 2000 - 2008
Education
Duke University 1997 — 2001
BA, Computer Science, Physics, Psychology
David Kerman's Bank of America Experience January 2011 - Present
Job SVP; eCommerce Fraud Prevention Strategy Analytics Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Bank of America July 2014 - Present
Bank of America April 2008 - January 2011
Bank of America March 2003 - April 2008
Bank of America January 2001 - March 2003
Bank of America November 1986 - January 2001
Skills
Analytics, SAS, Risk Management, Banking, Predictive Modeling, Data Analysis, Financial Risk, Data Mining, SAS programming, Logistic Regression, Statistics, Six Sigma, Analysis, Segmentation, Credit Risk, Management, Strategy, Predictive Analytics, Financial Services, Business Analysis, Fraud Detection, SQL, Risk Analytics, Quantitative Analytics, Statistical Analytics, Fraud, Loans, Credit, Risk Analysis, Statistical Modeling, Business Intelligence, Customer Analysis, SAS Certified Base..., Data Science, Business Analytics, Payments, Data Management, Data Modeling, Employee Engagement, SAS Programming
Education
University of North Carolina at Charlotte 2003 — 2007
MS, Statistics
Duke University 1981 — 1985
AB, Economics
Bank of America January 2011 - Present
Bank of America July 2014 - Present
Bank of America April 2008 - January 2011
Bank of America March 2003 - April 2008
Bank of America January 2001 - March 2003
Bank of America November 1986 - January 2001
Skills
Analytics, SAS, Risk Management, Banking, Predictive Modeling, Data Analysis, Financial Risk, Data Mining, SAS programming, Logistic Regression, Statistics, Six Sigma, Analysis, Segmentation, Credit Risk, Management, Strategy, Predictive Analytics, Financial Services, Business Analysis, Fraud Detection, SQL, Risk Analytics, Quantitative Analytics, Statistical Analytics, Fraud, Loans, Credit, Risk Analysis, Statistical Modeling, Business Intelligence, Customer Analysis, SAS Certified Base..., Data Science, Business Analytics, Payments, Data Management, Data Modeling, Employee Engagement, SAS Programming
Education
University of North Carolina at Charlotte 2003 — 2007
MS, Statistics
Duke University 1981 — 1985
AB, Economics
Ryan Lovell's Bank of America Experience April 2012 - Present
Job Mortgage Loan Associate at Bank of America NMLS ID 561458
Industry Financial Services
Experience
Bank of America April 2012 - Present
TCF Bank September 2007 - April 2012
Nationstar Mortgage 2005 - 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Consumer Lending, Retail Banking, Refinance, FHA, Residential Mortgages, Credit Risk, Investments, Customer Service, Sales, Credit, Sales Management, Finance, Banking
Education
Drury University 2001 — 2005
BA, Business Administration
Bank of America April 2012 - Present
TCF Bank September 2007 - April 2012
Nationstar Mortgage 2005 - 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Consumer Lending, Retail Banking, Refinance, FHA, Residential Mortgages, Credit Risk, Investments, Customer Service, Sales, Credit, Sales Management, Finance, Banking
Education
Drury University 2001 — 2005
BA, Business Administration
Bryan Krichilsky's Bank of America Experience June 2010 - August 2010
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
Capital One February 2013 - Present
Capital One May 2012 - February 2013
Capital One July 2011 - February 2013
Bank of America June 2010 - August 2010
Skills
Leadership, Communication, Business Strategy, Business Analysis, Data Analysis, Microsoft Excel, SQL, VBA, Equities, Derivatives, Research, Analysis, Sales, Management, Valuation, Financial Analysis, Analytics, Economics, Corporate Finance, Financial Modeling, Investment Banking, Bloomberg
Education
Duke University 2007 — 2011
B.S., Economics
Capital One February 2013 - Present
Capital One May 2012 - February 2013
Capital One July 2011 - February 2013
Bank of America June 2010 - August 2010
Skills
Leadership, Communication, Business Strategy, Business Analysis, Data Analysis, Microsoft Excel, SQL, VBA, Equities, Derivatives, Research, Analysis, Sales, Management, Valuation, Financial Analysis, Analytics, Economics, Corporate Finance, Financial Modeling, Investment Banking, Bloomberg
Education
Duke University 2007 — 2011
B.S., Economics
Amy Murray, SPHR's Bank of America Experience January 2006 - January 2007
Job Senior ManagerGlobal Mobility Services at KPMG LLP
Industry Human Resources
Experience
KPMG LLP April 2007 - Present
Bank of America January 2006 - January 2007
MBNA (acquired by Bank of America) June 2002 - December 2005
MBNA (acquired by Bank of America) September 1999 - June 2002
MBNA (acquired by Bank of America) March 1997 - September 1999
MBNA (acquired by Bank of America) October 1994 - March 1997
DuPont de Nemours (Deutchland) GmbH - Bad Homburg, Germany September 1990 - June 1994
Skills
Deferred Compensation, Employee Relations, Human Resources, PeopleSoft, SAP, Payroll, Global Mobility, Expatriate Management, Performance Management, Data Analysis, Management, Salary, Analysis, Personnel Management, Talent Management, Employee Benefits, Budgets, HRIS, Process Improvement, Change Management
Education
Duke University
BA, Economics/Political Science
Webster University
MA, Management
KPMG LLP April 2007 - Present
Bank of America January 2006 - January 2007
MBNA (acquired by Bank of America) June 2002 - December 2005
MBNA (acquired by Bank of America) September 1999 - June 2002
MBNA (acquired by Bank of America) March 1997 - September 1999
MBNA (acquired by Bank of America) October 1994 - March 1997
DuPont de Nemours (Deutchland) GmbH - Bad Homburg, Germany September 1990 - June 1994
Skills
Deferred Compensation, Employee Relations, Human Resources, PeopleSoft, SAP, Payroll, Global Mobility, Expatriate Management, Performance Management, Data Analysis, Management, Salary, Analysis, Personnel Management, Talent Management, Employee Benefits, Budgets, HRIS, Process Improvement, Change Management
Education
Duke University
BA, Economics/Political Science
Webster University
MA, Management
Daniel Coles's Bank of America Experience July 2011 - Present
Job Asst. Vice President Sr. Compliance Mgr. at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
McGuireWoods LLP September 2009 - July 2011
Brown Law LLP February 2008 - February 2009
Skills
Legal Research, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Civil Litigation, Government, Management, Analysis, Legal Assistance, Research, Financial Risk, Licensing, Mortgage Lending, Negotiation, Legal Writing, Litigation, Legislative Relations
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
Duke University
Paralegal Certification
Bank of America July 2011 - Present
McGuireWoods LLP September 2009 - July 2011
Brown Law LLP February 2008 - February 2009
Skills
Legal Research, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Civil Litigation, Government, Management, Analysis, Legal Assistance, Research, Financial Risk, Licensing, Mortgage Lending, Negotiation, Legal Writing, Litigation, Legislative Relations
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
Duke University
Paralegal Certification
Rhonda Fraction's Bank of America Experience 2011 - Present
Job Sr. Vice President Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Bank of America 2007 - 2011
J.P. Morgan 2003 - 2006
Citi 1999 - 2003
First Union National Bank/Wells Fargo 1997 - 1999
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Leadership, Financial Analysis, Sales Management, Credit Cards, Management, Commercial Banking, Investments, Sales, Sales Process
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Bank of America 2011 - Present
Bank of America 2007 - 2011
J.P. Morgan 2003 - 2006
Citi 1999 - 2003
First Union National Bank/Wells Fargo 1997 - 1999
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Leadership, Financial Analysis, Sales Management, Credit Cards, Management, Commercial Banking, Investments, Sales, Sales Process
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Dale Birkhead's Bank of America Experience Risk Technology ConsultantVice President - Risk ConsultantBank of AmericaOctober 1982 - September 2011
Job Consultant
Industry Banking
Experience
Bank of America Risk Technology ConsultantVice President - Risk ConsultantBank of AmericaOctober 1982 - September 2011
Skills
Banking, Risk Management, Financial Risk, Credit Risk, Credit, Mortgage Lending, Loans, Retail Banking, Operational Risk..., Operational Risk, Commercial Banking, Credit Analysis, Financial Services, Basel II, Financial Modeling, Financial Analysis, Finance
Education
Drury University 1966 — 1967
BA, Business: Economics
University of Missouri-Columbia 1962 — 1965
Business
Bank of America Risk Technology ConsultantVice President - Risk ConsultantBank of AmericaOctober 1982 - September 2011
Skills
Banking, Risk Management, Financial Risk, Credit Risk, Credit, Mortgage Lending, Loans, Retail Banking, Operational Risk..., Operational Risk, Commercial Banking, Credit Analysis, Financial Services, Basel II, Financial Modeling, Financial Analysis, Finance
Education
Drury University 1966 — 1967
BA, Business: Economics
University of Missouri-Columbia 1962 — 1965
Business
Karen Sears's Bank of America Experience September 1999 - Present
Job SVP; Technology Executive at Bank of America
Industry Financial Services
Experience
Bank of America September 1999 - Present
AT&T Capital June 1993 - September 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Microsoft Office, microsoft project, Java, Financial Reporting, Technical Staff..., staffing strategies, Offshore Software..., Vendor Management
Education
Drury University 1983 — 1985
Associate of Science (A.S.), Data Procesing
Bank of America September 1999 - Present
AT&T Capital June 1993 - September 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Microsoft Office, microsoft project, Java, Financial Reporting, Technical Staff..., staffing strategies, Offshore Software..., Vendor Management
Education
Drury University 1983 — 1985
Associate of Science (A.S.), Data Procesing
Bernie Schramm's Bank of America Experience July 2009 - December 2013
Job SVP Channel Architecture and Strategy at FIS
Industry Banking
Experience
FIS April 2014 - Present
Bank of America July 2009 - December 2013
Education
Duke University 1981 — 1985
Bachelor's degree, Computer Science and Economics
FIS April 2014 - Present
Bank of America July 2009 - December 2013
Education
Duke University 1981 — 1985
Bachelor's degree, Computer Science and Economics
Adam Siegel's Bank of America Experience June 2004 - February 2013
Job Director Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole CIB March 2013 - Present
Bank of America June 2004 - February 2013
Education
Duke University 2000 — 2004
Bachelor of Science (BS), Economics
Credit Agricole CIB March 2013 - Present
Bank of America June 2004 - February 2013
Education
Duke University 2000 — 2004
Bachelor of Science (BS), Economics
Shallen Familia's Bank of America Experience January 2006 - Present
Job Assistant Manager at Bank of America
Industry Banking
Experience
Bank of America January 2006 - Present
Skills
Sales Management, Retail Banking, Employee Training, Team Management, Associate Development, Volunteer Recruiting
Education
William Paterson University of New Jersey 2003 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Drexel University - College of Business and Administration 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Bank of America January 2006 - Present
Skills
Sales Management, Retail Banking, Employee Training, Team Management, Associate Development, Volunteer Recruiting
Education
William Paterson University of New Jersey 2003 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Drexel University - College of Business and Administration 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Dave Weidmann's Bank of America Experience 1993 - December 2000
Job Technician at Master Communications
Industry Telecommunications
Experience
Master Communications September 2005 - Present
U.S. Bank January 2001 - September 2005
Bank of America 1993 - December 2000
Skills
VoIP, Troubleshooting, Access Control, Avaya, Telecommunications, Software Installation
Education
Drury University 1989 — 1991
Associte Of Science, Electronics
Master Communications September 2005 - Present
U.S. Bank January 2001 - September 2005
Bank of America 1993 - December 2000
Skills
VoIP, Troubleshooting, Access Control, Avaya, Telecommunications, Software Installation
Education
Drury University 1989 — 1991
Associte Of Science, Electronics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS