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
Molly Wichser Molly Wichser's Bank of America Experience June 2015 - Present
Job IT Sourcing at Bank of America
Industry Logistics and Supply Chain
Experience
Bank of America June 2015 - Present
Bank of America June 2014 - June 2015
Softdocs January 2014 - May 2014
Banana Republic / Gap Inc. August 2008 - January 2014
Skills
Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Supply Chain Management, Windows, Sales, Management, CRM, Account Management, Risk Management, Supply Chain, Vendor Management
Education
University of South Carolina - The Moore School of Business 2010 — 2014
B.S. in Business Administration, Global Supply Chain and Operations Management, Insurance and Risk Management
Leopold-Franzens Universität Innsbruck 2012 — 2012
Bank of America June 2015 - Present
Bank of America June 2014 - June 2015
Softdocs January 2014 - May 2014
Banana Republic / Gap Inc. August 2008 - January 2014
Skills
Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Supply Chain Management, Windows, Sales, Management, CRM, Account Management, Risk Management, Supply Chain, Vendor Management
Education
University of South Carolina - The Moore School of Business 2010 — 2014
B.S. in Business Administration, Global Supply Chain and Operations Management, Insurance and Risk Management
Leopold-Franzens Universität Innsbruck 2012 — 2012
Carolyn Fontaine's Bank of America Experience January 2004 - December 2010
Job Sales Agent at Molisse Realty Group
Industry Real Estate
Experience
Molisse Realty Group April 2013 - Present
Bank of America January 2004 - December 2010
Fleet Bank January 1991 - December 2004
Skills
Sellers, Property, Marketing, Real Property, National Association of..., Real Estate, Investment Properties, First Time Home Buyers, Referrals, Investors, Short Sales, Foreclosures, Condos, Relocation, Buyer Representation, New Home Sales
Education
Lesley University
Bachelor of Science (B.S.), Organizational Behavior Studies
Molisse Realty Group April 2013 - Present
Bank of America January 2004 - December 2010
Fleet Bank January 1991 - December 2004
Skills
Sellers, Property, Marketing, Real Property, National Association of..., Real Estate, Investment Properties, First Time Home Buyers, Referrals, Investors, Short Sales, Foreclosures, Condos, Relocation, Buyer Representation, New Home Sales
Education
Lesley University
Bachelor of Science (B.S.), Organizational Behavior Studies
Hannah Street Hannah Street's Bank of America Experience May 2012 - August 2012
Job Student at Lehigh University
Industry
Experience
Bayside Bull/Catering by the Bay May 2013 - Present
Best Buddies International April 2013 - August 2014
Bank of America May 2012 - August 2012
Teach For America May 2012 - August 2012
Robeks September 2011 - June 2012
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Bayside Bull/Catering by the Bay May 2013 - Present
Best Buddies International April 2013 - August 2014
Bank of America May 2012 - August 2012
Teach For America May 2012 - August 2012
Robeks September 2011 - June 2012
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Chip Bradford, CFP® Chip Bradford, CFP®'s Bank of America Experience February 2003 - February 2005
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
CAPTRUST Financial Advisors October 2009 - July 2013
Wells Fargo Advisors February 2005 - October 2009
Bank of America February 2003 - February 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66
Education
Lenoir-Rhyne University 1998 — 2002
Bachelor of Arts (BA), Business Administration
Robert W. Baird & Co. July 2013 - Present
CAPTRUST Financial Advisors October 2009 - July 2013
Wells Fargo Advisors February 2005 - October 2009
Bank of America February 2003 - February 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66
Education
Lenoir-Rhyne University 1998 — 2002
Bachelor of Arts (BA), Business Administration
Wesley W. Simpson Wesley W. Simpson's Bank of America Experience 1996 - 1997
Job Chief Operating Officer at (ISC)2, Inc.
Industry Computer & Network Security
Experience
(ISC)² February 2015 - Present
Turner Broadcasting System, Inc January 2000 - December 2014
Delta Air Lines January 1997 - January 2000
Bank of America 1996 - 1997
Lotus Development 1995 - 1996
USAF 1986 - 1995
Skills
Agile Methodologies, Agile Project Management, Broadcast, Broadcast Television, Content Management, Digital Asset Management, Digital Strategy, Integration, New Media, Product Management, Program Management, Social Media, Start-ups, Strategic Partnerships, Strategy, Streaming Media, VOD, Video, Project Management, PMP, Quality Assurance, SDLC, Software Development, Strategic Planning, Vendor Management, Business Analysis, Digital Media, Software Project..., Digital Video, Mobile Devices, Television, Video Production, ITIL, Enterprise Software, Entertainment, Enterprise Architecture, IT Strategy, Project Portfolio..., Business Process, Team Leadership, Management, Business Development, Process Improvement, Executive Management, Business Process..., Post Production, Leadership, E-commerce, Cloud Computing, SaaS
Education
Lesley University
Master's Degree, Business Administration and Management, General
University of Massachusetts
Bachelor's Degree, Accounting
Middlesex Community College
Associate's Degree, Business Administration and Management, General
The George Washington University
Master's Certificate, Information Technology
(ISC)² February 2015 - Present
Turner Broadcasting System, Inc January 2000 - December 2014
Delta Air Lines January 1997 - January 2000
Bank of America 1996 - 1997
Lotus Development 1995 - 1996
USAF 1986 - 1995
Skills
Agile Methodologies, Agile Project Management, Broadcast, Broadcast Television, Content Management, Digital Asset Management, Digital Strategy, Integration, New Media, Product Management, Program Management, Social Media, Start-ups, Strategic Partnerships, Strategy, Streaming Media, VOD, Video, Project Management, PMP, Quality Assurance, SDLC, Software Development, Strategic Planning, Vendor Management, Business Analysis, Digital Media, Software Project..., Digital Video, Mobile Devices, Television, Video Production, ITIL, Enterprise Software, Entertainment, Enterprise Architecture, IT Strategy, Project Portfolio..., Business Process, Team Leadership, Management, Business Development, Process Improvement, Executive Management, Business Process..., Post Production, Leadership, E-commerce, Cloud Computing, SaaS
Education
Lesley University
Master's Degree, Business Administration and Management, General
University of Massachusetts
Bachelor's Degree, Accounting
Middlesex Community College
Associate's Degree, Business Administration and Management, General
The George Washington University
Master's Certificate, Information Technology
Grace Fengyi Wang Grace Fengyi Wang's Bank of America Experience 2004 - 2005
Job Finance Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
Northern Trust March 2008 - July 2013
Northern Trust March 2005 - March 2008
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Skills
Investment Performance, GIPS Compliance, Investment Risk..., Asset Allocation, Equity and Fixed Income..., Private Equity Analytics, Product Development, Manager Search, Manager Evaluation, Investment Program..., Derivatives, Fund Accounting, Global Custody, Cognos, Hyperion Financial..., Microsoft Excel, PowerPoint, Credit Analysis, FP&A, Finance
Education
Lehigh University 2000 — 2002
MBA in Finance
Shanghai University of Finance and Economics
Union Bank July 2013 - Present
Northern Trust March 2008 - July 2013
Northern Trust March 2005 - March 2008
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Skills
Investment Performance, GIPS Compliance, Investment Risk..., Asset Allocation, Equity and Fixed Income..., Private Equity Analytics, Product Development, Manager Search, Manager Evaluation, Investment Program..., Derivatives, Fund Accounting, Global Custody, Cognos, Hyperion Financial..., Microsoft Excel, PowerPoint, Credit Analysis, FP&A, Finance
Education
Lehigh University 2000 — 2002
MBA in Finance
Shanghai University of Finance and Economics
Michael Shin Michael Shin's Bank of America Experience November 2013 - Present
Job Senior Vice President Relationship Manager at Bank of America
Industry Real Estate
Experience
Bank of America November 2013 - Present
Bank of America September 2009 - Present
Bank of America February 2002 - February 2009
LoopNet June 2000 - February 2002
Nomura December 1997 - June 2000
Arthur Andersen May 1995 - November 1997
Skills
CMBS, portfolio lending, Portfolio Management, commercial real estate, Commercial Real Estate, Due Diligence, Real Estate, Valuation, Underwriting, Loans, Finance, Disposition, Leases, Real Estate Economics, Real Estate Financing, Mortgage Lending, Asset Management, Loan Origination, Commercial Mortgages, Brokerage
Education
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (BS), Accounting
Iolani School 1986 — 1991
High School
Bank of America November 2013 - Present
Bank of America September 2009 - Present
Bank of America February 2002 - February 2009
LoopNet June 2000 - February 2002
Nomura December 1997 - June 2000
Arthur Andersen May 1995 - November 1997
Skills
CMBS, portfolio lending, Portfolio Management, commercial real estate, Commercial Real Estate, Due Diligence, Real Estate, Valuation, Underwriting, Loans, Finance, Disposition, Leases, Real Estate Economics, Real Estate Financing, Mortgage Lending, Asset Management, Loan Origination, Commercial Mortgages, Brokerage
Education
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (BS), Accounting
Iolani School 1986 — 1991
High School
Evan Sachs Evan Sachs's Bank of America Experience May 2014 - Present
Job VP, PMP; Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America May 2014 - Present
Bank of America July 2007 - Present
IPREO 2006 - 2007
Bank of New York Mellon May 2005 - August 2005
Skills
Capital Markets, Trading, Fixed Income, Management, Software Project..., Operations Management, Enterprise Risk..., System Design, Investment Banking, Product Management, Alternative Investments, IT Strategy, Business Development, Risk Management, SDLC, Investments, Leadership
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Finance, Marketing
The Browning School 1989 — 2002
Diploma
Bank of America May 2014 - Present
Bank of America July 2007 - Present
IPREO 2006 - 2007
Bank of New York Mellon May 2005 - August 2005
Skills
Capital Markets, Trading, Fixed Income, Management, Software Project..., Operations Management, Enterprise Risk..., System Design, Investment Banking, Product Management, Alternative Investments, IT Strategy, Business Development, Risk Management, SDLC, Investments, Leadership
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Finance, Marketing
The Browning School 1989 — 2002
Diploma
Jonathan Kiss's Bank of America Experience July 2008 - June 2011
Job Healthcare Investment Banker at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Paul B. Reid II Paul B. Reid II's Bank of America Experience November 2011 - November 2012
Job Senior Banker at Citizens Bank
Industry Banking
Experience
Citizens Bank May 2013 - Present
Bank of America November 2011 - November 2012
Medical Information Technology January 2008 - June 2009
Skills
Sales Operations, Selling, Management, Sales, Contract Negotiation, Marketing, Proposal Writing, Healthcare, Negotiation, Software Implementation, Public Relations, Cold Calling, Customer Retention
Education
Lehigh University 1995 — 1998
B.S, Business & Economics
Citizens Bank May 2013 - Present
Bank of America November 2011 - November 2012
Medical Information Technology January 2008 - June 2009
Skills
Sales Operations, Selling, Management, Sales, Contract Negotiation, Marketing, Proposal Writing, Healthcare, Negotiation, Software Implementation, Public Relations, Cold Calling, Customer Retention
Education
Lehigh University 1995 — 1998
B.S, Business & Economics
Jennifer DiClerico Jennifer DiClerico's Bank of America Experience 2002 - 2008
Job Corporate Communications Executive
Industry Financial Services
Experience
Luther Pendragon US (formerly Lucid Communications) 2010 - Present
Bank of America 2002 - 2008
Wit Soundview 1998 - 2002
Skills
Corporate Communications, Strategic Communications, Media Relations, Leadership, Strategy, Editing, Marketing Communications, Program Management, Financial Services, Management
Education
Lehigh University
Bachelor of Arts, English, Business Writring
Luther Pendragon US (formerly Lucid Communications) 2010 - Present
Bank of America 2002 - 2008
Wit Soundview 1998 - 2002
Skills
Corporate Communications, Strategic Communications, Media Relations, Leadership, Strategy, Editing, Marketing Communications, Program Management, Financial Services, Management
Education
Lehigh University
Bachelor of Arts, English, Business Writring
Sandy Wu Johnson Sandy Wu Johnson's Bank of America Experience 2008 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
SUMMIT BANCORP July 1998 - September 1999
PwC September 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Team Leadership, Budget/Forecast/P&L..., Outstanding..., Collaboration, Time Management, Cantonese, Teamwork, Project Management, Microsoft Office Suite:..., Hyperion/Essbase
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Bachelor of Science in Accounting with Psychology Minor
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
SUMMIT BANCORP July 1998 - September 1999
PwC September 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Team Leadership, Budget/Forecast/P&L..., Outstanding..., Collaboration, Time Management, Cantonese, Teamwork, Project Management, Microsoft Office Suite:..., Hyperion/Essbase
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Bachelor of Science in Accounting with Psychology Minor
Terrence Witt Terrence Witt's Bank of America Experience June 2012 - Present
Job Technical Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America January 2011 - June 2012
Penda Corporation 2000 - 2004
Skills
Process Improvement, Project Management, Visio, Customer Service, Business Analysis, PHP, Java, C++, SQL, Software Documentation, SDLC, TCO reduction, Software Development, Requirements Analysis, Security
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Software and Information Systems
Lenoir-Rhyne University 1988 — 1992
BA, Business Administration
Charlotte Latin School
Bank of America June 2012 - Present
Bank of America January 2011 - June 2012
Penda Corporation 2000 - 2004
Skills
Process Improvement, Project Management, Visio, Customer Service, Business Analysis, PHP, Java, C++, SQL, Software Documentation, SDLC, TCO reduction, Software Development, Requirements Analysis, Security
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Software and Information Systems
Lenoir-Rhyne University 1988 — 1992
BA, Business Administration
Charlotte Latin School
Michele Thiede Michele Thiede's Bank of America Experience November 2008 - April 2010
Job
Industry Financial Services
Experience
PricewaterhouseCoopers March 2011 - Present
Volvo Trucks / Mack Trucks April 2010 - March 2011
Bank of America November 2008 - April 2010
Bank of America April 2008 - November 2008
Bank of America June 2006 - August 2008
Bank of America July 2004 - June 2006
Prizm Group May 2001 - August 2003
Skills
Captivate, Lectora, Learning Management..., Adobe Acrobat, Visio, Adobe Fireworks, PowerPoint, Microsoft Excel, Microsoft Word, Instructional Design, Blended Learning, Needs Analysis, Learning Management, ADDIE, Technical Writing, E-Learning, Performance Improvement, Employee Training
Education
Lehigh University 2002 — 2004
MS, Instructional Design
Lehigh University 1998 — 2002
BA, English
Immaculate Heart Academy 1994 — 1998
High School
PricewaterhouseCoopers March 2011 - Present
Volvo Trucks / Mack Trucks April 2010 - March 2011
Bank of America November 2008 - April 2010
Bank of America April 2008 - November 2008
Bank of America June 2006 - August 2008
Bank of America July 2004 - June 2006
Prizm Group May 2001 - August 2003
Skills
Captivate, Lectora, Learning Management..., Adobe Acrobat, Visio, Adobe Fireworks, PowerPoint, Microsoft Excel, Microsoft Word, Instructional Design, Blended Learning, Needs Analysis, Learning Management, ADDIE, Technical Writing, E-Learning, Performance Improvement, Employee Training
Education
Lehigh University 2002 — 2004
MS, Instructional Design
Lehigh University 1998 — 2002
BA, English
Immaculate Heart Academy 1994 — 1998
High School
Joseph Gibbons Joseph Gibbons's Bank of America Experience January 1993 - January 1996
Job VP, Global Talent & Organizational Development at Nuance Communications
Industry Computer Software
Experience
Nuance Communications April 2014 - Present
Northeastern University 2004 - 2015
Northeastern University 2004 - 2015
Covidien July 2007 - April 2014
Deloitte Services LP March 2001 - July 2007
Joseph N. Gibbons January 1997 - January 2001
Deloitte Consulting March 1996 - June 1997
Bank of America January 1993 - January 1996
UniFirst Corporation January 1991 - January 1993
Macy's (formerly Jordan Marsh Company) January 1989 - January 1991
Skills
Organizational Design, Culture Change, Change Leadership, Employee Engagement, Mergers, Coaching, Restructuring, Leadership Development, Organizational..., Executive Coaching, Talent Management, Organizational Change, Organizational..., Organizational Structure, Sales Leadership..., Change Management, Mergers & Acquisitions, Leadership, Career Development, Succession Planning, Cross-functional Team..., Performance Management, Management Development, Program Management
Education
Lesley University 1990 — 1993
MS
Northeastern University 1977 — 1982
BS
Nuance Communications April 2014 - Present
Northeastern University 2004 - 2015
Northeastern University 2004 - 2015
Covidien July 2007 - April 2014
Deloitte Services LP March 2001 - July 2007
Joseph N. Gibbons January 1997 - January 2001
Deloitte Consulting March 1996 - June 1997
Bank of America January 1993 - January 1996
UniFirst Corporation January 1991 - January 1993
Macy's (formerly Jordan Marsh Company) January 1989 - January 1991
Skills
Organizational Design, Culture Change, Change Leadership, Employee Engagement, Mergers, Coaching, Restructuring, Leadership Development, Organizational..., Executive Coaching, Talent Management, Organizational Change, Organizational..., Organizational Structure, Sales Leadership..., Change Management, Mergers & Acquisitions, Leadership, Career Development, Succession Planning, Cross-functional Team..., Performance Management, Management Development, Program Management
Education
Lesley University 1990 — 1993
MS
Northeastern University 1977 — 1982
BS
Eric P. Declercq Eric P. Declercq's Bank of America Experience 1997 - 2008
Job Executive Vice President LENNAR/Eagle Home Mortgage
Industry Banking
Experience
Lennar/Eagle Home Mortgage 2013 - Present
MetLife 2009 - 2012
Bank of America 1997 - 2008
Weichert Financial Services 1990 - 1997
Skills
Mortgage Lending, Reverse Mortgages, Mortgage Banking, Loan Origination, FHA, Loans, Underwriting, Banking, Refinance, Residential Mortgages, Home Equity, Credit, Retirement, Sales Management, Insurance, Real Estate, Credit Analysis, FHA financing, Risk Management, Portfolio Management, Financial Services, Loan Servicing, USDA, Sales, Strategy, Leadership, Investment Properties, New Business Development, VA loans, Credit Risk, Relationship Management, Investments, Finance, Mergers & Acquisitions, Management, Commercial Lending, Commercial Mortgages, CRM, Construction Loans, Home Equity Loans, Consumer Lending, Mortgage Underwriting, Home Equity Lines of..., Certified Mortgage..., Loss Mitigation, FHA Financing, VA Loans
Education
Lehigh University
MS, Engineering
University of Delaware
BS, Liberal Arts and Sciences, General Studies and Humanities
Lennar/Eagle Home Mortgage 2013 - Present
MetLife 2009 - 2012
Bank of America 1997 - 2008
Weichert Financial Services 1990 - 1997
Skills
Mortgage Lending, Reverse Mortgages, Mortgage Banking, Loan Origination, FHA, Loans, Underwriting, Banking, Refinance, Residential Mortgages, Home Equity, Credit, Retirement, Sales Management, Insurance, Real Estate, Credit Analysis, FHA financing, Risk Management, Portfolio Management, Financial Services, Loan Servicing, USDA, Sales, Strategy, Leadership, Investment Properties, New Business Development, VA loans, Credit Risk, Relationship Management, Investments, Finance, Mergers & Acquisitions, Management, Commercial Lending, Commercial Mortgages, CRM, Construction Loans, Home Equity Loans, Consumer Lending, Mortgage Underwriting, Home Equity Lines of..., Certified Mortgage..., Loss Mitigation, FHA Financing, VA Loans
Education
Lehigh University
MS, Engineering
University of Delaware
BS, Liberal Arts and Sciences, General Studies and Humanities
Erik Schmitz Erik Schmitz's Bank of America Experience 2007 - 2009
Job Credit Suisse FX
Industry Investment Management
Experience
Credit Suisse July 2013 - Present
Schonfeld Group April 2012 - August 2013
Citadel LLC 2010 - 2011
Gelber Group LLC 2009 - 2010
Bank of America 2007 - 2009
Moore Capital Management 2003 - 2007
Bear Stearns 1996 - 2003
Skills
FX Options, Global Macro, Hedge Funds, Equities, Quantitative Finance, Bloomberg, Portfolio Management, Derivatives, Proprietary Trading, Fixed Income, Options, Asset Managment, Asset Allocation, Trading, Capital Markets, Hedging, Alternative Investments, Trading Strategies, Investments, Financial Markets, Asset Management, Equity Derivatives, Trading Systems
Education
Lehigh University
Bachelor of Arts (B.A.), Mathematics
Bronx High School of Science 1984 — 1988
Physics
Credit Suisse July 2013 - Present
Schonfeld Group April 2012 - August 2013
Citadel LLC 2010 - 2011
Gelber Group LLC 2009 - 2010
Bank of America 2007 - 2009
Moore Capital Management 2003 - 2007
Bear Stearns 1996 - 2003
Skills
FX Options, Global Macro, Hedge Funds, Equities, Quantitative Finance, Bloomberg, Portfolio Management, Derivatives, Proprietary Trading, Fixed Income, Options, Asset Managment, Asset Allocation, Trading, Capital Markets, Hedging, Alternative Investments, Trading Strategies, Investments, Financial Markets, Asset Management, Equity Derivatives, Trading Systems
Education
Lehigh University
Bachelor of Arts (B.A.), Mathematics
Bronx High School of Science 1984 — 1988
Physics
Samantha Soto Samantha Soto's Bank of America Experience September 2014 - Present
Job Learning Analyst at Bank of America
Industry Human Resources
Experience
Bank of America September 2014 - Present
GroupM July 2013 - September 2014
Lehigh University Office of Admissions August 2012 - May 2013
Lehigh University August 2011 - May 2013
PVH June 2011 - January 2013
INROADS 2011 - 2012
Wakefern Food Corporation June 2010 - August 2010
Skills
Leadership, Public Relations, Training, Recruiting, Marketing, Microsoft Office, Media Buying, Media Planning, Organizational..., Diversity & Inclusion, Interviews, Market Research
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Marketing, Human Resource Management
Bank of America September 2014 - Present
GroupM July 2013 - September 2014
Lehigh University Office of Admissions August 2012 - May 2013
Lehigh University August 2011 - May 2013
PVH June 2011 - January 2013
INROADS 2011 - 2012
Wakefern Food Corporation June 2010 - August 2010
Skills
Leadership, Public Relations, Training, Recruiting, Marketing, Microsoft Office, Media Buying, Media Planning, Organizational..., Diversity & Inclusion, Interviews, Market Research
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Marketing, Human Resource Management
Stephanie Schembre Stephanie Schembre's Bank of America Experience December 2014 - Present
Job Assistant Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Goldman Sachs July 2010 - November 2014
Skills
SEC Financial Reporting, Microsoft Excel, Essbase, Accounting, Finance, Financial Reporting, Risk Management, Analysis, Due Diligence, Derivatives, Asset Management, Portfolio Management
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance
Bank of America December 2014 - Present
Goldman Sachs July 2010 - November 2014
Skills
SEC Financial Reporting, Microsoft Excel, Essbase, Accounting, Finance, Financial Reporting, Risk Management, Analysis, Due Diligence, Derivatives, Asset Management, Portfolio Management
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance
Tina Facey Tina Facey's Bank of America Experience March 2013 - Present
Job Quality Team Manager at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America February 2010 - March 2013
Bank of America April 2006 - February 2010
Skills
Risk Management, Banking, Management, Customer Service, Retail Banking, Credit, Credit Cards, Leadership
Education
Lehigh University 2000 — 2004
BS, Supply Chain Management
Bank of America March 2013 - Present
Bank of America February 2010 - March 2013
Bank of America April 2006 - February 2010
Skills
Risk Management, Banking, Management, Customer Service, Retail Banking, Credit, Credit Cards, Leadership
Education
Lehigh University 2000 — 2004
BS, Supply Chain Management
Sheryl McQuade Sheryl McQuade's Bank of America Experience March 2010 - August 2012
Job Senior Vice President, Senior Credit Officer for Massachusetts Wholesale Banking at United Bank
Industry Banking
Experience
United Bank December 2014 - Present
Berkshire Bank June 2012 - December 2014
Bank of America March 2010 - August 2012
Bank of America July 2005 - March 2010
Bank of America March 1989 - July 2005
Skills
Asset Based Lending, Commercial Mortgages, Cash Management, Lines Of Credit, Financial Risk, Financial Analysis, Treasury Services, Cash Flow Lending, Financial Services, Cross Selling, SBA 504
Education
Western New England College 1992 — 1993
MBA
Lehigh University - College of Business and Economics 1983 — 1987
B.S, Finance
United Bank December 2014 - Present
Berkshire Bank June 2012 - December 2014
Bank of America March 2010 - August 2012
Bank of America July 2005 - March 2010
Bank of America March 1989 - July 2005
Skills
Asset Based Lending, Commercial Mortgages, Cash Management, Lines Of Credit, Financial Risk, Financial Analysis, Treasury Services, Cash Flow Lending, Financial Services, Cross Selling, SBA 504
Education
Western New England College 1992 — 1993
MBA
Lehigh University - College of Business and Economics 1983 — 1987
B.S, Finance
Adam Freindlich Adam Freindlich's Bank of America Experience December 2011 - June 2013
Job Senior Consultant
Industry Financial Services
Experience
DRB Capital December 2014 - August 2015
Chase June 2013 - November 2014
Bank of America December 2011 - June 2013
Joseph H. Gibbons Elementary School August 2007 - July 2011
Premium Capital Funding/TOPDOT January 2005 - August 2007
Information Management Netowrk February 2004 - December 2005
Institute of International Research January 2001 - January 2003
Skills
FHA financing, Fixed Rate Mortgages, Jumbo Mortgage, Credit Repair and..., Home Equity Lines of..., VA loans, Adjustable Rate..., Elementary school tutor, Loans, Credit, Investment Properties, Finance, Refinance, Financial Services, Debt Consolidation, Mortgage Banking, Mortgage Lending, Real Estate, Residential Mortgages, Loan Origination, First Time Home Buyers, FHA Financing
Education
Lesley University 2006 — 2007
Masters of Education Ed., Elementary Education and Teaching
State University of New York College at Oneonta 1996 — 2000
Bachelor of Science (B.S.), Business Economics
DRB Capital December 2014 - August 2015
Chase June 2013 - November 2014
Bank of America December 2011 - June 2013
Joseph H. Gibbons Elementary School August 2007 - July 2011
Premium Capital Funding/TOPDOT January 2005 - August 2007
Information Management Netowrk February 2004 - December 2005
Institute of International Research January 2001 - January 2003
Skills
FHA financing, Fixed Rate Mortgages, Jumbo Mortgage, Credit Repair and..., Home Equity Lines of..., VA loans, Adjustable Rate..., Elementary school tutor, Loans, Credit, Investment Properties, Finance, Refinance, Financial Services, Debt Consolidation, Mortgage Banking, Mortgage Lending, Real Estate, Residential Mortgages, Loan Origination, First Time Home Buyers, FHA Financing
Education
Lesley University 2006 — 2007
Masters of Education Ed., Elementary Education and Teaching
State University of New York College at Oneonta 1996 — 2000
Bachelor of Science (B.S.), Business Economics
William Widdowson William Widdowson's Bank of America Experience April 2007 - January 2010
Job Sr Portfolio Manager CIT
Industry Banking
Experience
CIT June 2011 - Present
BANK OF AMERICA April 2007 - January 2010
IDB LEASING, INC July 2006 - April 2007
ICB LEASING CORP November 2004 - July 2006
WELLS FARGO FINANCIAL LEASING February 2003 - November 2004
HEWLETT PACKARD FINANCE SERVICES January 1998 - January 2002
Fleet Bank, NA December 1994 - May 1998
The Bank of New York May 1988 - December 1994
Skills
Portfolio Management, Credit, Financial Analysis, Strategy, Banking, Credit Analysis, Risk Management, Commercial Banking, Finance, Loans, Underwriting
Education
Lehigh University 2003 — 2007
Bachelor of Science, Business and Economics; Finance
CIT June 2011 - Present
BANK OF AMERICA April 2007 - January 2010
IDB LEASING, INC July 2006 - April 2007
ICB LEASING CORP November 2004 - July 2006
WELLS FARGO FINANCIAL LEASING February 2003 - November 2004
HEWLETT PACKARD FINANCE SERVICES January 1998 - January 2002
Fleet Bank, NA December 1994 - May 1998
The Bank of New York May 1988 - December 1994
Skills
Portfolio Management, Credit, Financial Analysis, Strategy, Banking, Credit Analysis, Risk Management, Commercial Banking, Finance, Loans, Underwriting
Education
Lehigh University 2003 — 2007
Bachelor of Science, Business and Economics; Finance
Mark Savino Mark Savino's Bank of America Experience June 2008 - August 2010
Job Equity Research Associate
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Diamondback Capital August 2010 - December 2012
Bank of America June 2008 - August 2010
Skills
Financial Analysis, Valuation Modeling, Financial Modeling, Investments, Equity Research, Equity Valuation, Consumer, Hedge Funds, Corporate Finance, Mergers & Acquisitions, DCF Valuation, Comparable Analysis, Cash Flow Forecasting
Education
Lehigh University 2004 — 2008
BS, Finance, General
Bergen Catholic High School 2000 — 2004
Morgan Stanley 2013 - Present
Diamondback Capital August 2010 - December 2012
Bank of America June 2008 - August 2010
Skills
Financial Analysis, Valuation Modeling, Financial Modeling, Investments, Equity Research, Equity Valuation, Consumer, Hedge Funds, Corporate Finance, Mergers & Acquisitions, DCF Valuation, Comparable Analysis, Cash Flow Forecasting
Education
Lehigh University 2004 — 2008
BS, Finance, General
Bergen Catholic High School 2000 — 2004
Linda Parish Linda Parish's Bank of America Experience 1995 - 2002
Job Vice President/Senior Relationship Manager at M&T Bank
Industry Financial Services
Experience
M&T Bank December 2014 - Present
Union Center National Bank 2013 - 2014
Commercial Landmarks, LLC 2008 - 2013
JPMorgan Chase 2002 - 2008
Bank of America 1995 - 2002
Bank of Oklahoma 1982 - 1989
Chase Manhattan Bank 1979 - 1982
Goldman Sachs 1977 - 1978
Skills
Mergers, Banking, Financial Analysis, Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Merchant Banking, Real Estate, Commercial Banking, Commercial Real Estate, Private Equity, Asset Management, Investments, Corporate Finance, Financial Services, Management
Education
Universität Zürich 1977 — 1978
Masters equivalent, International business and relations
University of Notre Dame 1973 — 1977
Bachelor of Arts, American Studies and Foreign Languages
Leopold-Franzens Universität Innsbruck 1974 — 1975
year abroad, Western European Studies and German
M&T Bank December 2014 - Present
Union Center National Bank 2013 - 2014
Commercial Landmarks, LLC 2008 - 2013
JPMorgan Chase 2002 - 2008
Bank of America 1995 - 2002
Bank of Oklahoma 1982 - 1989
Chase Manhattan Bank 1979 - 1982
Goldman Sachs 1977 - 1978
Skills
Mergers, Banking, Financial Analysis, Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Merchant Banking, Real Estate, Commercial Banking, Commercial Real Estate, Private Equity, Asset Management, Investments, Corporate Finance, Financial Services, Management
Education
Universität Zürich 1977 — 1978
Masters equivalent, International business and relations
University of Notre Dame 1973 — 1977
Bachelor of Arts, American Studies and Foreign Languages
Leopold-Franzens Universität Innsbruck 1974 — 1975
year abroad, Western European Studies and German
Christian Newell Christian Newell's Bank of America Experience July 2012 - Present
Job VP, Senior Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Bank of America July 2009 - July 2012
Bank of America March 2007 - July 2009
Bank of America May 2005 - March 2007
Skills
Operational Risk, Credit Cards, Risk Management, Collections, Call Center, Team Leadership, Data Mining, SAS, SQL, Data Analysis, Teradata, Public Speaking, Organization &..., Process Improvement, Microsoft Excel, PowerPoint, Access, Visio, SharePoint, Windows, Mac OS X, Vendor Management, Financial Risk
Education
Lehigh University - College of Business and Economics 1998 — 2002
Bank of America July 2012 - Present
Bank of America July 2009 - July 2012
Bank of America March 2007 - July 2009
Bank of America May 2005 - March 2007
Skills
Operational Risk, Credit Cards, Risk Management, Collections, Call Center, Team Leadership, Data Mining, SAS, SQL, Data Analysis, Teradata, Public Speaking, Organization &..., Process Improvement, Microsoft Excel, PowerPoint, Access, Visio, SharePoint, Windows, Mac OS X, Vendor Management, Financial Risk
Education
Lehigh University - College of Business and Economics 1998 — 2002
Jill Buxton Jill Buxton's Bank of America Experience October 1994 - May 2004
Job at
Industry Education Management
Experience
Fall River Public Schools December 2014 - Present
Dighton Rehoboth Regional School District September 2011 - Present
Blue Cross Blue Shield of RI September 2004 - November 2008
Bank of America October 1994 - May 2004
Skills
Project Planning, Budgets, Administration, Forecasting, System Administration, Internal Audit, Management, Insurance
Education
Lesley University 2010 — 2012
Masters of Education, Moderate Special Education
UMass Dartmouth 1985 — 1988
Bachelor's degree, Business Management
Fall River Public Schools December 2014 - Present
Dighton Rehoboth Regional School District September 2011 - Present
Blue Cross Blue Shield of RI September 2004 - November 2008
Bank of America October 1994 - May 2004
Skills
Project Planning, Budgets, Administration, Forecasting, System Administration, Internal Audit, Management, Insurance
Education
Lesley University 2010 — 2012
Masters of Education, Moderate Special Education
UMass Dartmouth 1985 — 1988
Bachelor's degree, Business Management
Christi Cranford Christi Cranford's Bank of America Experience June 2003 - Present
Job Configuration Mgt / Build Engineering
Industry Information Technology and Services
Experience
Bank of America June 2003 - Present
Skills
Unix, Unix Shell Scripting, Solaris, SDLC, Shell Scripting, Disaster Recovery, SOA, Enterprise Architecture, Agile Methodologies, Oracle, System Administration, Software Development, SQL, ClearCase, DB2, Perl, Databases, Weblogic, ITIL, Linux, PL/SQL, Requirements Analysis, Subversion, Web Services, Tomcat, Integration, Websphere, Maven, Maven2, Perforce
Education
Lenoir-Rhyne University 1988 — 1991
BA, Business Administration / Sports Management
University of North Carolina at Charlotte - Belk College of Business
MBA / MBA Plus, International Business Concentration
Bank of America June 2003 - Present
Skills
Unix, Unix Shell Scripting, Solaris, SDLC, Shell Scripting, Disaster Recovery, SOA, Enterprise Architecture, Agile Methodologies, Oracle, System Administration, Software Development, SQL, ClearCase, DB2, Perl, Databases, Weblogic, ITIL, Linux, PL/SQL, Requirements Analysis, Subversion, Web Services, Tomcat, Integration, Websphere, Maven, Maven2, Perforce
Education
Lenoir-Rhyne University 1988 — 1991
BA, Business Administration / Sports Management
University of North Carolina at Charlotte - Belk College of Business
MBA / MBA Plus, International Business Concentration
Aleta Hayes's Bank of America Experience April 2003 - November 2007
Job Sallie Mae/Ascensus Client Service Representative
Industry Banking
Experience
Avon February 2011 - Present
Sallie Mae October 2013 - January 2015
Go Time Boston January 2009 - April 2010
Bank of America April 2003 - November 2007
Fleet Bank April 1996 - April 2003
Fleet Bank April 1991 - April 1996
Skills
Banking, •Middle Office..., Management, Portfolio Management, Financial Analysis, Training, Finance, Credit, Customer Service, Recruiting, Sales, Auditing, Analysis, Marketing, Leadership, Time Management, Coaching, Talent Management, Direct Sales, Event Planning, Accounts Payable, Loans, Accounting, Accounts Receivable, Event Management, Team Building
Education
Villanova University, PA, Anticipating a Project Management Professional Certification 2008 — 2009
Project Management Certificate Courses
Lesley University 2001 — 2006
Bachelors of Science in Management, Management
Avon February 2011 - Present
Sallie Mae October 2013 - January 2015
Go Time Boston January 2009 - April 2010
Bank of America April 2003 - November 2007
Fleet Bank April 1996 - April 2003
Fleet Bank April 1991 - April 1996
Skills
Banking, •Middle Office..., Management, Portfolio Management, Financial Analysis, Training, Finance, Credit, Customer Service, Recruiting, Sales, Auditing, Analysis, Marketing, Leadership, Time Management, Coaching, Talent Management, Direct Sales, Event Planning, Accounts Payable, Loans, Accounting, Accounts Receivable, Event Management, Team Building
Education
Villanova University, PA, Anticipating a Project Management Professional Certification 2008 — 2009
Project Management Certificate Courses
Lesley University 2001 — 2006
Bachelors of Science in Management, Management
Scott McConaghy CFP® Scott McConaghy CFP®'s Bank of America Experience July 2005 - October 2007
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Andrea Walser Andrea Walser's Bank of America Experience January 2015 - Present
Job Managing Director; Consumer Compliance Program Design & Integration at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America May 2014 - January 2015
Bank of America October 2011 - May 2014
Bank of America November 2009 - September 2011
Bank of America September 2008 - November 2009
Bank of America October 2004 - August 2008
Bank of America October 2003 - October 2004
Independent Consultant February 2002 - October 2003
Accenture August 1997 - February 2002
Skills
Risk Management, Process Improvement, Microsoft Office, Business Analysis, Banking, Business Process..., Change Management, Program Management, Corporate Governance, Executive Reporting, Global Regulatory..., Business Strategy
Education
Lehigh University - College of Business and Economics 1996 — 1997
MBA, Management
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Sewickley Academy 1986 — 1992
HS Diploma, College Prep
Bank of America January 2015 - Present
Bank of America May 2014 - January 2015
Bank of America October 2011 - May 2014
Bank of America November 2009 - September 2011
Bank of America September 2008 - November 2009
Bank of America October 2004 - August 2008
Bank of America October 2003 - October 2004
Independent Consultant February 2002 - October 2003
Accenture August 1997 - February 2002
Skills
Risk Management, Process Improvement, Microsoft Office, Business Analysis, Banking, Business Process..., Change Management, Program Management, Corporate Governance, Executive Reporting, Global Regulatory..., Business Strategy
Education
Lehigh University - College of Business and Economics 1996 — 1997
MBA, Management
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Sewickley Academy 1986 — 1992
HS Diploma, College Prep
Stacey Hamilton Sandler Stacey Hamilton Sandler's Bank of America Experience June 1992 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America June 1992 - Present
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Corporate Finance, Portfolio Management, Asset Based Lending, Credit Risk, Investment Banking, Banking, Financial Structuring, Loan Origination, Treasury Management, Financial Analysis, Investments
Education
Lehigh University 1988 — 1992
Bachelor's Degree, Accounting and Finance
Bank of America June 1992 - Present
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Corporate Finance, Portfolio Management, Asset Based Lending, Credit Risk, Investment Banking, Banking, Financial Structuring, Loan Origination, Treasury Management, Financial Analysis, Investments
Education
Lehigh University 1988 — 1992
Bachelor's Degree, Accounting and Finance
Judith Ayala LPCA Judith Ayala LPCA's Bank of America Experience April 1999 - August 2010
Job Outpatient Therapist at Children's Advocacy Network, LLC
Industry Religious Institutions
Experience
Children's Advocacy Network, LLC July 2015 - Present
RCDM Ministries February 2005 - Present
Bank of America April 1999 - August 2010
Skills
Nonprofits, Psychotherapy, Community Outreach, Pastoral Care, Preaching, Theology, Volunteer Management, Youth Ministry, Program Development, Leadership Development, Grant Writing, Non-profit..., Social Services, Customer Service
Education
Lenoir-Rhyne University 2012 — 2014
Master's Degree, Clinical Mental Health Counseling
University of North Carolina at Charlotte 2010 — 2011
Bachelor of Arts (B.A.), Psychology and Religious Studies
Children's Advocacy Network, LLC July 2015 - Present
RCDM Ministries February 2005 - Present
Bank of America April 1999 - August 2010
Skills
Nonprofits, Psychotherapy, Community Outreach, Pastoral Care, Preaching, Theology, Volunteer Management, Youth Ministry, Program Development, Leadership Development, Grant Writing, Non-profit..., Social Services, Customer Service
Education
Lenoir-Rhyne University 2012 — 2014
Master's Degree, Clinical Mental Health Counseling
University of North Carolina at Charlotte 2010 — 2011
Bachelor of Arts (B.A.), Psychology and Religious Studies
Jessica Harrell's Bank of America Experience August 2010 - June 2011
Job Human Resources Coordinator at The Citadel, The Military College of South Carolina
Industry Human Resources
Experience
The Citadel October 2014 - Present
Target October 2012 - Present
Target March 2014 - July 2014
TJ Maxx June 2011 - June 2012
Bank of America August 2010 - June 2011
Abercrombie & Fitch May 2008 - June 2010
Skills
Leadership Development, Employee Engagement, Operations Management, Organizational..., Performance Improvement, Talent Management, Inspiring People, Staff Development, Organized Multi-tasker, Highly motivated..., Eye for Details, Success Driven, Strategic Planning, Coaching, Mentoring, Great Motivator, Customer-focused Service, New Hire Orientations, Retail, Talent Acquisition, People-oriented, People Development, Building Relationships, Recruiting, College Recruiting, People Skills, Onboarding, Highly detail oriented, Interviews, Time Management, Merchandising, Customer Service, Leadership
Education
Lenoir-Rhyne University 2004 — 2008
Bachelor of Science, Psychology
The Citadel October 2014 - Present
Target October 2012 - Present
Target March 2014 - July 2014
TJ Maxx June 2011 - June 2012
Bank of America August 2010 - June 2011
Abercrombie & Fitch May 2008 - June 2010
Skills
Leadership Development, Employee Engagement, Operations Management, Organizational..., Performance Improvement, Talent Management, Inspiring People, Staff Development, Organized Multi-tasker, Highly motivated..., Eye for Details, Success Driven, Strategic Planning, Coaching, Mentoring, Great Motivator, Customer-focused Service, New Hire Orientations, Retail, Talent Acquisition, People-oriented, People Development, Building Relationships, Recruiting, College Recruiting, People Skills, Onboarding, Highly detail oriented, Interviews, Time Management, Merchandising, Customer Service, Leadership
Education
Lenoir-Rhyne University 2004 — 2008
Bachelor of Science, Psychology
Mels de Zeeuw's Bank of America Experience September 2012 - September 2013
Job Research Assistant at the Center for State and Local Finance
Industry Think Tanks
Experience
Center for State and Local Finance at the Andrew Young School of Policy Studies June 2014 - Present
Quid Novi Foundation October 2013 - Present
Dr. Jun Koga, Assistant Professor of Political Science, University of Strathclyde May 2014 - Present
Mise en Place August 2013 - September 2013
Bank of America September 2012 - September 2013
Notubiz February 2009 - January 2012
Dutch House of Representatives March 2008 - August 2009
NotuBiz January 2008 - February 2009
Skills
Stata, Microsoft Excel, Tableau, Maptitude, Research, Editing, Politics, Management, Dutch, Political Science, English, International Relations, Social Media, Blogging, Writing, German, Speech Writing, Journalism, Policy, InDesign, Internal Communications, Online Marketing, Membership Management, SharePoint
Education
Georgia State University 2014 — 2015
Master of Arts (MA), Economics, 4.0 GPA (Summa Cum Laude)
Georgia State University 2013 — 2013
Post-Baccelaureate, Economics, Mathematics, 4.3 GPA
Leiden University 2010 — 2011
MA, American History, 4.0 GPA
Leiden University 2006 — 2010
BA, Political Science, 3.5 GPA
University of California, Los Angeles 2008 — 2008
History, Political Science, 3.76 GPA
Center for State and Local Finance at the Andrew Young School of Policy Studies June 2014 - Present
Quid Novi Foundation October 2013 - Present
Dr. Jun Koga, Assistant Professor of Political Science, University of Strathclyde May 2014 - Present
Mise en Place August 2013 - September 2013
Bank of America September 2012 - September 2013
Notubiz February 2009 - January 2012
Dutch House of Representatives March 2008 - August 2009
NotuBiz January 2008 - February 2009
Skills
Stata, Microsoft Excel, Tableau, Maptitude, Research, Editing, Politics, Management, Dutch, Political Science, English, International Relations, Social Media, Blogging, Writing, German, Speech Writing, Journalism, Policy, InDesign, Internal Communications, Online Marketing, Membership Management, SharePoint
Education
Georgia State University 2014 — 2015
Master of Arts (MA), Economics, 4.0 GPA (Summa Cum Laude)
Georgia State University 2013 — 2013
Post-Baccelaureate, Economics, Mathematics, 4.3 GPA
Leiden University 2010 — 2011
MA, American History, 4.0 GPA
Leiden University 2006 — 2010
BA, Political Science, 3.5 GPA
University of California, Los Angeles 2008 — 2008
History, Political Science, 3.76 GPA
Josh Laskin's Bank of America Experience December 2010 - April 2011
Job Budget Analyst at U.S. Fish and Wildlife Service
Industry Government Administration
Experience
U.S. Fish and Wildlife Service October 2014 - Present
U.S. Department of Justice May 2013 - October 2014
United States Peace Corps June 2011 - August 2012
Bank of America December 2010 - April 2011
Selective Insurance Group December 2007 - January 2008
Selective Insurance Group May 2007 - August 2007
Parexel International June 2006 - August 2006
Skills
Business Planning, Business Strategy, Market Research, Management Consulting, Strategic Planning, Business Development, Financial Modeling, Entrepreneurship, Product Development, Financial Analysis
Education
Umeå universitet
MS, Business Development and Internationalization
Lehigh University - College of Business and Economics 2004 — 2008
BS, Business and Economics
U.S. Fish and Wildlife Service October 2014 - Present
U.S. Department of Justice May 2013 - October 2014
United States Peace Corps June 2011 - August 2012
Bank of America December 2010 - April 2011
Selective Insurance Group December 2007 - January 2008
Selective Insurance Group May 2007 - August 2007
Parexel International June 2006 - August 2006
Skills
Business Planning, Business Strategy, Market Research, Management Consulting, Strategic Planning, Business Development, Financial Modeling, Entrepreneurship, Product Development, Financial Analysis
Education
Umeå universitet
MS, Business Development and Internationalization
Lehigh University - College of Business and Economics 2004 — 2008
BS, Business and Economics
Michael Tornichia Michael Tornichia's Bank of America Experience 2006 - 2009
Job Director at CIT
Industry Banking
Experience
CIT July 2015 - Present
GE Capital January 2012 - July 2015
Nations Equipment Finance LLC 2011 - January 2012
Bank of America 2006 - 2009
GE Capital 2000 - 2006
Skills
Commercial Lending, Finance, Due Diligence, Business Development, Commercial Finance, Credit Analysis, Investment Banking, Restructuring, Loans, Asset Based Lending, Banking, Small Business Lending, Credit, Commercial Banking, Portfolio Management, Financial Services, Structured Finance, Factoring
Education
Lehigh University 1996 — 2000
Bachelor of Arts, Marketing / Public Relations
Ramapo
CIT July 2015 - Present
GE Capital January 2012 - July 2015
Nations Equipment Finance LLC 2011 - January 2012
Bank of America 2006 - 2009
GE Capital 2000 - 2006
Skills
Commercial Lending, Finance, Due Diligence, Business Development, Commercial Finance, Credit Analysis, Investment Banking, Restructuring, Loans, Asset Based Lending, Banking, Small Business Lending, Credit, Commercial Banking, Portfolio Management, Financial Services, Structured Finance, Factoring
Education
Lehigh University 1996 — 2000
Bachelor of Arts, Marketing / Public Relations
Ramapo
Tais O'Dwyer's Bank of America Experience August 2005 - May 2012
Job SVP, IT Chief Operating Officer at CIT Group
Industry Banking
Experience
CIT Group May 2012 - Present
Bank of America August 2005 - May 2012
Morgan Stanley 2003 - 2005
BearingPoint 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
Risk Management, Management, Strategic Planning, Fixed Income, Business Analysis, Equities, Project Management, Financial Services, Operations Management, Financial Risk, IT Strategy, Program Management, Derivatives, Capital Markets, Investment Banking, SDLC, Vendor Management, Process Improvement, Change Management
Education
Lehigh University 1996 — 2000
Bachelor of Science, Industrial Engineering, Economics
CIT Group May 2012 - Present
Bank of America August 2005 - May 2012
Morgan Stanley 2003 - 2005
BearingPoint 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
Risk Management, Management, Strategic Planning, Fixed Income, Business Analysis, Equities, Project Management, Financial Services, Operations Management, Financial Risk, IT Strategy, Program Management, Derivatives, Capital Markets, Investment Banking, SDLC, Vendor Management, Process Improvement, Change Management
Education
Lehigh University 1996 — 2000
Bachelor of Science, Industrial Engineering, Economics
David Lumb's Bank of America Experience February 2015 - Present
Job AVP/Mortgage Loan Originator at Bank of America
Industry Banking
Experience
For 3 Sisters, Inc. July 2013 - Present
Bank of America February 2015 - Present
George Mason Mortgage December 2012 - February 2015
Bank of America Mortgage September 1999 - November 2012
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Credit, FHA financing, Residential Mortgages, FHA, Government Loans, Credit Analysis, Risk Management, VA loans, HUD, Real Estate, Underwriting, Consumer Lending, Condos, Mortgage Underwriting, Financial Structuring, Commercial Lending
Education
Lehigh University 1988 — 1993
Bachelor of Arts (B.A.), Economics
Hotchkiss 1985 — 1988
Arlington High School 1984 — 1985
For 3 Sisters, Inc. July 2013 - Present
Bank of America February 2015 - Present
George Mason Mortgage December 2012 - February 2015
Bank of America Mortgage September 1999 - November 2012
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Credit, FHA financing, Residential Mortgages, FHA, Government Loans, Credit Analysis, Risk Management, VA loans, HUD, Real Estate, Underwriting, Consumer Lending, Condos, Mortgage Underwriting, Financial Structuring, Commercial Lending
Education
Lehigh University 1988 — 1993
Bachelor of Arts (B.A.), Economics
Hotchkiss 1985 — 1988
Arlington High School 1984 — 1985
Rebecca B Potter CPA, CGMA, MBA's Bank of America Experience July 2006 - February 2009
Job Financial Management | Strategy | Planning
Industry Accounting
Experience
SunEnergy1 June 2015 - September 2015
EPRI October 2013 - June 2015
Carlisle & Gallagher Consulting Group May 2012 - October 2013
Rebecca B Potter, CPA March 2009 - October 2013
Bank of America July 2006 - February 2009
Forbo/Siegling America May 2005 - June 2006
Masonite International May 2004 - May 2005
International Legwear Group September 2000 - May 2004
Hawthorne Management Company June 1999 - September 2000
First Union August 1988 - June 1999
Skills
Internal Controls, Cash Management, Forecasting, Executive Management, Business Process..., Strategic Financial..., Microsoft Excel, Budgets, SAP, Leadership, Treasury Management, Corporate Finance, Corporate Controllership, Executive Reporting, Profitability Management, Cash Flow Management, Financial Regulation, Regulatory Requirements, Federal Reserve, Working Capital..., CPA, Acquisition Integration, Process Improvement, Management, Finance, Financial Reporting, Accounting, Financial Analysis, Managerial Finance
Education
Lenoir Rhyne College - Charles Snipes School of Business 2003 — 2005
MBA
Lenoir-Rhyne College
Bachelor of, Accounting
SunEnergy1 June 2015 - September 2015
EPRI October 2013 - June 2015
Carlisle & Gallagher Consulting Group May 2012 - October 2013
Rebecca B Potter, CPA March 2009 - October 2013
Bank of America July 2006 - February 2009
Forbo/Siegling America May 2005 - June 2006
Masonite International May 2004 - May 2005
International Legwear Group September 2000 - May 2004
Hawthorne Management Company June 1999 - September 2000
First Union August 1988 - June 1999
Skills
Internal Controls, Cash Management, Forecasting, Executive Management, Business Process..., Strategic Financial..., Microsoft Excel, Budgets, SAP, Leadership, Treasury Management, Corporate Finance, Corporate Controllership, Executive Reporting, Profitability Management, Cash Flow Management, Financial Regulation, Regulatory Requirements, Federal Reserve, Working Capital..., CPA, Acquisition Integration, Process Improvement, Management, Finance, Financial Reporting, Accounting, Financial Analysis, Managerial Finance
Education
Lenoir Rhyne College - Charles Snipes School of Business 2003 — 2005
MBA
Lenoir-Rhyne College
Bachelor of, Accounting
Bonni Rogers Bonni Rogers's Bank of America Experience August 2007 - March 2010
Job Audiology Assistant at Arizona Hearing Specialists; Fiction Author
Industry Writing and Editing
Experience
Arizona Hearing Specialists September 2015 - Present
Green Lady Publishing June 2011 - September 2015
Pearson North America March 2014 - July 2015
IBM June 2010 - October 2012
VTS January 2007 - June 2010
Bank of America August 2007 - March 2010
CIGNA Healthcare, Client September 2004 - November 2006
Hewlett-Packard, Client May 2001 - April 2004
Skills
Instructional Design, Instructor-led Training, E-Learning, Technical Writing, Blended Learning, Project Management, Program Management, Training, Public Speaking, Creative Writing, Teaching, Workshop Facilitation, Captivate, Blogging, Editing, Visio, Research, Coaching, Process Improvement, Newsletters, Publishing, Employee Training, Web Content, Content Development, Proofreading, Copy Editing, ADDIE, CRM, Storyboarding, Mentoring, Management, WordPress, Advertising, Marketing, Editorial, Software Documentation, SnagIt, Marketing Communications, Learning Management, Social Networking, Needs Analysis, SDLC, HTML, Cable Television, Consulting, Learning Management..., SharePoint, Interviews, Publications, Copywriting
Education
Lesley University 1994 — 1994
B.S., Training & Development
Newbury College 1988 — 1990
Associate’s Degree, Computer Science, 3.7/4.0
Arizona Hearing Specialists September 2015 - Present
Green Lady Publishing June 2011 - September 2015
Pearson North America March 2014 - July 2015
IBM June 2010 - October 2012
VTS January 2007 - June 2010
Bank of America August 2007 - March 2010
CIGNA Healthcare, Client September 2004 - November 2006
Hewlett-Packard, Client May 2001 - April 2004
Skills
Instructional Design, Instructor-led Training, E-Learning, Technical Writing, Blended Learning, Project Management, Program Management, Training, Public Speaking, Creative Writing, Teaching, Workshop Facilitation, Captivate, Blogging, Editing, Visio, Research, Coaching, Process Improvement, Newsletters, Publishing, Employee Training, Web Content, Content Development, Proofreading, Copy Editing, ADDIE, CRM, Storyboarding, Mentoring, Management, WordPress, Advertising, Marketing, Editorial, Software Documentation, SnagIt, Marketing Communications, Learning Management, Social Networking, Needs Analysis, SDLC, HTML, Cable Television, Consulting, Learning Management..., SharePoint, Interviews, Publications, Copywriting
Education
Lesley University 1994 — 1994
B.S., Training & Development
Newbury College 1988 — 1990
Associate’s Degree, Computer Science, 3.7/4.0
Christie DeMichael's Bank of America Experience April 2004 - December 2005
Job Human Resources Professional
Industry Human Resources
Experience
Texas Instruments June 2012 - Present
Daktari Diagnostics March 2012 - May 2012
IDEXX Laboratories November 2006 - June 2011
Bank of America April 2004 - December 2005
FleetBoston Financial September 1984 - April 2004
Casco Northern Bank 1980 - 1987
Skills
Human Resources
Education
Lesley College
BS, Education
Texas Instruments June 2012 - Present
Daktari Diagnostics March 2012 - May 2012
IDEXX Laboratories November 2006 - June 2011
Bank of America April 2004 - December 2005
FleetBoston Financial September 1984 - April 2004
Casco Northern Bank 1980 - 1987
Skills
Human Resources
Education
Lesley College
BS, Education
Jie (Daisy) Zheng Jie (Daisy) Zheng's Bank of America Experience July 2010 - Present
Job Senior Auditor at Bank of America
Industry Accounting
Experience
Bank of America July 2010 - Present
McGladrey August 2007 - July 2010
ISO August 2006 - August 2007
Skills
Enterprise Risk..., Auditing, IT Audit, Sarbanes-Oxley Act, Business Intelligence, SAS70, CISA, Internal Audit, Financial Risk, Internal Controls, Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2006
Master, Accounting
Shanghai Jiao Tong University 2000 — 2004
BS, Computer Science
Bank of America July 2010 - Present
McGladrey August 2007 - July 2010
ISO August 2006 - August 2007
Skills
Enterprise Risk..., Auditing, IT Audit, Sarbanes-Oxley Act, Business Intelligence, SAS70, CISA, Internal Audit, Financial Risk, Internal Controls, Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2006
Master, Accounting
Shanghai Jiao Tong University 2000 — 2004
BS, Computer Science
Graham Goldberg, CFA Graham Goldberg, CFA's Bank of America Experience 1995 - 2002
Job Consultant at HEI Hotels & Resorts
Industry Investment Management
Experience
HEI Hotels & Resorts July 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. October 2014 - July 2015
ChalkTalk SPORTS November 2013 - June 2014
Rose Asset Management LLC 2005 - 2012
Clarium Capital Management 2002 - 2004
Bank of America 1995 - 2002
Skills
Investments, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Financial Modeling, Private Equity, Financial Analysis, Fixed Income, Equity Research, Capital Markets, Valuation, Financial Structuring, Bloomberg, Due Diligence, Bonds, Emerging Markets, Venture Capital, Banking, Investment Advisory, Asset Managment, Institutional..., Investment Banking, Options, Investment Strategies, Loans, ETFs, Investor Relations, Wealth Management, Trading, Commodity Markets, Distressed Debt, Small Cap, Fund Of Funds, Derivatives, Equity Derivatives, Equity Valuation, Securities, Corporate Development, Financial Markets
Education
Lehigh University
BA, English
HEI Hotels & Resorts July 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. October 2014 - July 2015
ChalkTalk SPORTS November 2013 - June 2014
Rose Asset Management LLC 2005 - 2012
Clarium Capital Management 2002 - 2004
Bank of America 1995 - 2002
Skills
Investments, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Financial Modeling, Private Equity, Financial Analysis, Fixed Income, Equity Research, Capital Markets, Valuation, Financial Structuring, Bloomberg, Due Diligence, Bonds, Emerging Markets, Venture Capital, Banking, Investment Advisory, Asset Managment, Institutional..., Investment Banking, Options, Investment Strategies, Loans, ETFs, Investor Relations, Wealth Management, Trading, Commodity Markets, Distressed Debt, Small Cap, Fund Of Funds, Derivatives, Equity Derivatives, Equity Valuation, Securities, Corporate Development, Financial Markets
Education
Lehigh University
BA, English
Benjamin Bonow Benjamin Bonow's Bank of America Experience 2014 - Present
Job Vice President at Bank of America, FX Technology | Specialist in FX Electronic Trading
Industry Financial Services
Experience
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Bryan Snipes Bryan Snipes's Bank of America Experience July 2010 - May 2012
Job Senior Software Developer at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2012 - Present
Bank of America July 2010 - May 2012
Bank of America February 2009 - July 2010
Bank of America April 2007 - February 2009
Bank of America November 2006 - April 2007
Bank of America August 2005 - November 2006
Wachovia January 2005 - August 2005
Wachovia January 2004 - January 2005
Duke Energy Corporation May 2001 - January 2004
Lante, Inc. January 2000 - May 2001
Skills
SDLC, Integration, Enterprise Architecture, Software Development, Agile Methodologies, Requirements Analysis, Databases, SOA, Business Analysis
Education
Lenoir-Rhyne College 1986 — 1990
Bachelor of Science (B.S.), Computer Science
Wells Fargo May 2012 - Present
Bank of America July 2010 - May 2012
Bank of America February 2009 - July 2010
Bank of America April 2007 - February 2009
Bank of America November 2006 - April 2007
Bank of America August 2005 - November 2006
Wachovia January 2005 - August 2005
Wachovia January 2004 - January 2005
Duke Energy Corporation May 2001 - January 2004
Lante, Inc. January 2000 - May 2001
Skills
SDLC, Integration, Enterprise Architecture, Software Development, Agile Methodologies, Requirements Analysis, Databases, SOA, Business Analysis
Education
Lenoir-Rhyne College 1986 — 1990
Bachelor of Science (B.S.), Computer Science
Andrew Telford's Bank of America Experience February 2003 - August 2003
Job Project Manager Asset Management Strategic Initiatives at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
Ernest Kinsey's Bank of America Experience September 1983 - June 2005
Job Programmer/Analyst II at Central Piedmont Community College
Industry Information Technology and Services
Experience
Central Piedmont Community College June 2008 - Present
Strategic Staffing Solutions October 2005 - February 2008
Bank of America September 1983 - June 2005
Skills
Java, SDLC, Requirements Analysis, Business Analysis, Software Project..., Business Intelligence, Programming, Operating Systems, SQL, Web Development, SharePoint, Web Applications, HTML
Education
Lenoir-Rhyne University 1979 — 1981
BS
Central Piedmont Community College June 2008 - Present
Strategic Staffing Solutions October 2005 - February 2008
Bank of America September 1983 - June 2005
Skills
Java, SDLC, Requirements Analysis, Business Analysis, Software Project..., Business Intelligence, Programming, Operating Systems, SQL, Web Development, SharePoint, Web Applications, HTML
Education
Lenoir-Rhyne University 1979 — 1981
BS
John Sweeny's Bank of America Experience June 2006 - April 2007
Job
Industry Financial Services
Experience
Deutsche Bank April 2007 - Present
Bank of America June 2006 - April 2007
Credit Suisse December 2002 - June 2006
CSFB 2002 - 2006
BNP Paribas April 2001 - December 2002
JP Morgan March 1993 - April 2001
Skills
Financial Analysis, Middle Office, Derivatives, Equity Derivatives, Financial Services, Fixed Income, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Capital Markets, Investment Banking, Trading Systems, Prime Brokerage, Series 63, Swaps, FX Options, Investments, Structured Products
Education
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Deutsche Bank April 2007 - Present
Bank of America June 2006 - April 2007
Credit Suisse December 2002 - June 2006
CSFB 2002 - 2006
BNP Paribas April 2001 - December 2002
JP Morgan March 1993 - April 2001
Skills
Financial Analysis, Middle Office, Derivatives, Equity Derivatives, Financial Services, Fixed Income, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Capital Markets, Investment Banking, Trading Systems, Prime Brokerage, Series 63, Swaps, FX Options, Investments, Structured Products
Education
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Eric Goldman's Bank of America Experience June 2007 - December 2010
Job Senior Vice President at Nations Equipment Finance LLC
Industry Financial Services
Experience
Nations Equipment Finance LLC September 2012 - Present
People's United Bank December 2010 - May 2012
Bank of America June 2007 - December 2010
TD Banknorth/Hudson United Bank November 2003 - June 2007
Orix Financial Service - Structured Finance Group November 2002 - September 2003
GE Commercial Finance October 1992 - October 2002
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Commercial Banking, Portfolio Management, Loan Origination, Banking, Small Business Lending, Cash Management, Underwriting, Mortgage Lending, Financial Analysis, Credit Risk, Commercial Mortgages, Treasury Management, Risk Management, Capital Markets, Lines Of Credit
Education
Lehigh University 1987 — 1991
Nations Equipment Finance LLC September 2012 - Present
People's United Bank December 2010 - May 2012
Bank of America June 2007 - December 2010
TD Banknorth/Hudson United Bank November 2003 - June 2007
Orix Financial Service - Structured Finance Group November 2002 - September 2003
GE Commercial Finance October 1992 - October 2002
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Commercial Banking, Portfolio Management, Loan Origination, Banking, Small Business Lending, Cash Management, Underwriting, Mortgage Lending, Financial Analysis, Credit Risk, Commercial Mortgages, Treasury Management, Risk Management, Capital Markets, Lines Of Credit
Education
Lehigh University 1987 — 1991
Richard Banning's Bank of America Experience 2004 - 2006
Job Vice President/Relationship Manager Commercial Banking at East West Bank
Industry Banking
Experience
East West Bank 2010 - Present
PNC Bank 2006 - 2009
Bank of America 2004 - 2006
Fleet Bank 2001 - 2004
Summit Bank 1999 - 2001
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Portfolio Management, Credit Risk, Small Business Lending, Cash Management, Financial Risk, Mortgage Lending
Education
Lehigh University - College of Business and Economics 1978 — 1982
BS, Finance
East West Bank 2010 - Present
PNC Bank 2006 - 2009
Bank of America 2004 - 2006
Fleet Bank 2001 - 2004
Summit Bank 1999 - 2001
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Portfolio Management, Credit Risk, Small Business Lending, Cash Management, Financial Risk, Mortgage Lending
Education
Lehigh University - College of Business and Economics 1978 — 1982
BS, Finance
Jason Nagy's Bank of America Experience 1999 - 2000
Job Hedge Fund Director of Operations
Industry Financial Services
Experience
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
John Plewa's Bank of America Experience April 2012 - Present
Job Business Analyst at McKesson through TekSystems
Industry Computer Software
Experience
McKesson through TekSystems January 2014 - Present
Bank of America April 2012 - Present
John S. Plewa Enterprises, Inc. October 1986 - Present
SunTrust Bank 2010 - April 2012
John S Plewa Enterprises, Inc 2010 - 2011
Project Performance Corporation 2009 - 2010
SRA International, Inc. 2007 - 2009
Skills
Software Project..., Agile Methodologies, Business Analysis, Data Modeling, Requirements Gathering, Requirements Analysis, SDLC, Enterprise Architecture, Integration, Vendor Management
Education
Lehigh University 1975 — 1979
McKesson through TekSystems January 2014 - Present
Bank of America April 2012 - Present
John S. Plewa Enterprises, Inc. October 1986 - Present
SunTrust Bank 2010 - April 2012
John S Plewa Enterprises, Inc 2010 - 2011
Project Performance Corporation 2009 - 2010
SRA International, Inc. 2007 - 2009
Skills
Software Project..., Agile Methodologies, Business Analysis, Data Modeling, Requirements Gathering, Requirements Analysis, SDLC, Enterprise Architecture, Integration, Vendor Management
Education
Lehigh University 1975 — 1979
Henry She's Bank of America Experience September 2004 - April 2006
Job BI Solution Architect
Industry Information Technology and Services
Experience
IBM GBS - US Federal - Healthcare April 2006 - Present
Bank of America September 2004 - April 2006
Freddie Mac February 2004 - September 2004
Arrow Electronics October 2002 - February 2004
Charming Shoppes May 2002 - October 2002
MicroStrategy Inc. March 2000 - October 2001
Skills
Microstrategy, Teradata, Data Warehousing, Data Modeling, DB2, OLAP, Business Intelligence, ETL, SQL, Oracle, Informatica, Dashboard, PL/SQL, Integration, Business Intelligence..., MicroStrategy
Education
Lehigh University 1993 — 1999
PhD, Polymer Science & Engineering
University of Science and Technology of China 1986 — 1991
BS, Plasma Physics
IBM GBS - US Federal - Healthcare April 2006 - Present
Bank of America September 2004 - April 2006
Freddie Mac February 2004 - September 2004
Arrow Electronics October 2002 - February 2004
Charming Shoppes May 2002 - October 2002
MicroStrategy Inc. March 2000 - October 2001
Skills
Microstrategy, Teradata, Data Warehousing, Data Modeling, DB2, OLAP, Business Intelligence, ETL, SQL, Oracle, Informatica, Dashboard, PL/SQL, Integration, Business Intelligence..., MicroStrategy
Education
Lehigh University 1993 — 1999
PhD, Polymer Science & Engineering
University of Science and Technology of China 1986 — 1991
BS, Plasma Physics
Rachel Newton's Bank of America Experience September 1995 - March 2000
Job Sr. Manager, Global Sales Enablement
Industry Professional Training & Coaching
Experience
LogMeIn July 2014 - Present
Radius Global Growth Experts (formerly High Street Partners) January 2013 - June 2014
CoreAxis Consulting May 2005 - January 2013
New York Commercial Bank (formerly Atlantic Bank of New York) February 2001 - April 2005
Essential.com March 2000 - February 2001
Bank of America September 1995 - March 2000
Skills
Instructional Design, Curriculum Design, Curriculum Development, E-learning, Online Training, Blended Learning, Workshop Facilitation, E-Learning, Instructor-led Training, Training, Needs Analysis, ADDIE, Organizational..., Training Delivery, Captivate, Performance Consulting, Adult Education, Learning Management
Education
Bishop Connolly High School
General
Lesley University
Workforce Development and Training
University of New Hampshire
Bachelor of Science, Leisure Management and Tourism
LogMeIn July 2014 - Present
Radius Global Growth Experts (formerly High Street Partners) January 2013 - June 2014
CoreAxis Consulting May 2005 - January 2013
New York Commercial Bank (formerly Atlantic Bank of New York) February 2001 - April 2005
Essential.com March 2000 - February 2001
Bank of America September 1995 - March 2000
Skills
Instructional Design, Curriculum Design, Curriculum Development, E-learning, Online Training, Blended Learning, Workshop Facilitation, E-Learning, Instructor-led Training, Training, Needs Analysis, ADDIE, Organizational..., Training Delivery, Captivate, Performance Consulting, Adult Education, Learning Management
Education
Bishop Connolly High School
General
Lesley University
Workforce Development and Training
University of New Hampshire
Bachelor of Science, Leisure Management and Tourism
Melissa DiGiorgio English's Bank of America Experience April 2013 - Present
Job Business Support Manager at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Bank of America October 2012 - Present
Bank of America May 2012 - October 2012
Bank of America May 2010 - March 2012
Bank Of America September 2005 - May 2010
Career Staff Unlimited March 2004 - September 2005
La Petite Academy February 2003 - March 2004
Muscular Dystrophy Association June 2001 - February 2003
Skills
PowerPoint, Excel, SharePoint
Education
Lenoir-Rhyne College 1994 — 1998
Bachelor of Arts, Elementary Education
Bank of America April 2013 - Present
Bank of America October 2012 - Present
Bank of America May 2012 - October 2012
Bank of America May 2010 - March 2012
Bank Of America September 2005 - May 2010
Career Staff Unlimited March 2004 - September 2005
La Petite Academy February 2003 - March 2004
Muscular Dystrophy Association June 2001 - February 2003
Skills
PowerPoint, Excel, SharePoint
Education
Lenoir-Rhyne College 1994 — 1998
Bachelor of Arts, Elementary Education
Richard Hilperts's Bank of America Experience 2004 - 2007
Job Mobility Account Executive at SAP
Industry Financial Services
Rich Kesling's Bank of America Experience August 2002 - November 2011
Job Eastern Regional Manager at PennyMac
Industry Banking
Experience
PennyMac December 2012 - Present
Morgistics September 2012 - December 2012
Novo Appraisal Management Company March 2012 - September 2012
Bank of America August 2002 - November 2011
Countrywide Financial Corporation - Correspondent Lending Division 2002 - January 2008
Countrywide Home Loans 2002 - January 2008
Skills
New Business Development, Mortgage Banking, Loans, Mortgage Lending, Mortgage, Negotiation, Real Estate, Banking, Business Development, Underwriting, Risk Management, Credit Analysis, Portfolio Management, Credit, Refinance, FHA, Residential Mortgages, Loss Mitigation, Sales, Relationship Management, Management, Loan Origination, Sales Management, Mortgage Marketing, Mortgage Underwriting, USDA, Commercial Lending
Education
Lehigh University 1982 — 1986
PennyMac December 2012 - Present
Morgistics September 2012 - December 2012
Novo Appraisal Management Company March 2012 - September 2012
Bank of America August 2002 - November 2011
Countrywide Financial Corporation - Correspondent Lending Division 2002 - January 2008
Countrywide Home Loans 2002 - January 2008
Skills
New Business Development, Mortgage Banking, Loans, Mortgage Lending, Mortgage, Negotiation, Real Estate, Banking, Business Development, Underwriting, Risk Management, Credit Analysis, Portfolio Management, Credit, Refinance, FHA, Residential Mortgages, Loss Mitigation, Sales, Relationship Management, Management, Loan Origination, Sales Management, Mortgage Marketing, Mortgage Underwriting, USDA, Commercial Lending
Education
Lehigh University 1982 — 1986
Janet LeClair's Bank of America Experience March 2006 - September 2006
Job Experienced Strategic Leader and Client Relationship Executive
Industry Human Resources
Experience
ADP July 2011 - Present
ADP January 2010 - August 2011
HR XCEL June 2007 - July 2010
Bank of America March 2006 - September 2006
Wachovia Bank June 1998 - 2006
Wachovia Bank January 1992 - June 1998
Education
Lehigh University - College of Business and Economics 1975 — 1979
ADP July 2011 - Present
ADP January 2010 - August 2011
HR XCEL June 2007 - July 2010
Bank of America March 2006 - September 2006
Wachovia Bank June 1998 - 2006
Wachovia Bank January 1992 - June 1998
Education
Lehigh University - College of Business and Economics 1975 — 1979
Amber Grant's Bank of America Experience January 2014 - Present
Job eCommerce Channel Manager at Bank of America
Industry Marketing and Advertising
Experience
Bank of America January 2014 - Present
Bank of America May 2011 - January 2014
Bank of America July 2005 - May 2011
Bank of America September 2004 - July 2005
Bank of America July 2003 - September 2004
Skills
Marketing Strategy, Direct Marketing, Program Management, Strategy, E-commerce, Marketing, Product Management, Strategic Planning, Business Strategy, Product Development, Account Management, Financial Services, Competitive Analysis, Business Analysis, Project Management, Vendor Management, Sales, Banking, Credit Cards, Management
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2013
MBA, Marketing
Lehigh University - College of Business and Economics 1999 — 2003
BS, Business and Economics
Bank of America January 2014 - Present
Bank of America May 2011 - January 2014
Bank of America July 2005 - May 2011
Bank of America September 2004 - July 2005
Bank of America July 2003 - September 2004
Skills
Marketing Strategy, Direct Marketing, Program Management, Strategy, E-commerce, Marketing, Product Management, Strategic Planning, Business Strategy, Product Development, Account Management, Financial Services, Competitive Analysis, Business Analysis, Project Management, Vendor Management, Sales, Banking, Credit Cards, Management
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2013
MBA, Marketing
Lehigh University - College of Business and Economics 1999 — 2003
BS, Business and Economics
Mark Freed's Bank of America Experience January 2014 - April 2014
Job Technology Leader and Strategist
Industry Computer Software
Experience
MNG Direct January 2015 - Present
Meta Pharmaceutical Services May 2014 - December 2014
Bank of America January 2014 - April 2014
Infusion December 2011 - January 2014
Taleo June 2008 - September 2010
Vurv Technology March 2008 - June 2008
Vurv Technology March 2006 - March 2008
InScope Corp 2002 - 2006
Perform.com 2000 - 2002
Skills
C#, ASP.NET, jQuery, REST, Spring, Application Architecture, SOAP, Start-ups, Software Design Patterns, ASP.NET MVC, Java, SQL Server 2000-2008, Entity Framework, Visual Studio, AngularJS, WCF, Integration Architecture, Amazon Web Services..., LINQ, IIS, TFS, SoapUI, HTTP, Axis2, Team Mentoring, Node.js, Query Optimization, KnockoutJS, Project Planning, Team Leadership
Education
Lehigh University 1995 — 2000
BS
MNG Direct January 2015 - Present
Meta Pharmaceutical Services May 2014 - December 2014
Bank of America January 2014 - April 2014
Infusion December 2011 - January 2014
Taleo June 2008 - September 2010
Vurv Technology March 2008 - June 2008
Vurv Technology March 2006 - March 2008
InScope Corp 2002 - 2006
Perform.com 2000 - 2002
Skills
C#, ASP.NET, jQuery, REST, Spring, Application Architecture, SOAP, Start-ups, Software Design Patterns, ASP.NET MVC, Java, SQL Server 2000-2008, Entity Framework, Visual Studio, AngularJS, WCF, Integration Architecture, Amazon Web Services..., LINQ, IIS, TFS, SoapUI, HTTP, Axis2, Team Mentoring, Node.js, Query Optimization, KnockoutJS, Project Planning, Team Leadership
Education
Lehigh University 1995 — 2000
BS
Denise Roane, PMP, ITMLP's Bank of America Experience August 2005 - January 2009
Job Manager of IT Regulatory Compliance The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc. January 2011 - Present
The TJX Companies, Inc. July 2009 - December 2010
Bank of America August 2005 - January 2009
Bank of America (incl. contractors/partners EDS; Wms. Comm.) January 1993 - August 2005
MCI/Sprint March 1989 - December 1992
Northern Telecom 1983 - 1989
Skills
PMP, Diversity Champion, Six Sigma, Relationship Management, Project Management, Telecom BSS, Banking, Management, SDLC, Leadership, Call Centers, Marketing, Product Marketing, Outsourcing, PMO, Process Improvement, Sales, Training, ITIL, Program Management, Networking, Cross-functional Team..., Business Process, Strategy, Business Process..., Project Portfolio..., Information Technology, Software Development, IT Strategy, Vendor Management, MS Project, Retail, Enterprise Software, Change Management, Risk Management, Employee Training, Analysis, Requirements Gathering, Business Analysis, Proposal Writing, Visio, Integration, Business Requirements, Disaster Recovery, Requirements Analysis, IT Management, Business Intelligence, Team Leadership, Software Project..., Software Documentation
Education
Lesley University 1987 — 1988
Bachelor of Science (BS), Organizational Behavoir and Management
The TJX Companies, Inc. January 2011 - Present
The TJX Companies, Inc. July 2009 - December 2010
Bank of America August 2005 - January 2009
Bank of America (incl. contractors/partners EDS; Wms. Comm.) January 1993 - August 2005
MCI/Sprint March 1989 - December 1992
Northern Telecom 1983 - 1989
Skills
PMP, Diversity Champion, Six Sigma, Relationship Management, Project Management, Telecom BSS, Banking, Management, SDLC, Leadership, Call Centers, Marketing, Product Marketing, Outsourcing, PMO, Process Improvement, Sales, Training, ITIL, Program Management, Networking, Cross-functional Team..., Business Process, Strategy, Business Process..., Project Portfolio..., Information Technology, Software Development, IT Strategy, Vendor Management, MS Project, Retail, Enterprise Software, Change Management, Risk Management, Employee Training, Analysis, Requirements Gathering, Business Analysis, Proposal Writing, Visio, Integration, Business Requirements, Disaster Recovery, Requirements Analysis, IT Management, Business Intelligence, Team Leadership, Software Project..., Software Documentation
Education
Lesley University 1987 — 1988
Bachelor of Science (BS), Organizational Behavoir and Management
Jane M. Seymour's Bank of America Experience January 2009 - September 2009
Job SVP, Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Bank of America January 2009 - September 2009
Bank of America 2008 - 2009
Bank of America August 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2002
Skills
Banking, Customer Experience, Financial Services, Leadership, Change Management, CRM, Management, Metrics, Credit, Relationship Management, Project Management, Sales, Investments, Call Centers
Education
Lesley University
Merrill Edge October 2009 - Present
Bank of America January 2009 - September 2009
Bank of America 2008 - 2009
Bank of America August 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2002
Skills
Banking, Customer Experience, Financial Services, Leadership, Change Management, CRM, Management, Metrics, Credit, Relationship Management, Project Management, Sales, Investments, Call Centers
Education
Lesley University
Jay LaRusso's Bank of America Experience June 1996 - May 2004
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
Robert Lutzkow's Bank of America Experience April 2013 - Present
Job VP; Lead Consultant Technology Applications Engineer at Bank of America
Industry Computer Software
Experience
Bank of America April 2013 - Present
The Guardian Life Insurance Company of America April 2011 - April 2013
Nuance Communications June 2005 - April 2011
Software Consulting Services January 2003 - June 2005
Skills
Genesys, CTI, IVR, Java, SIP, Call Center, VoIP, Call Centers, Avaya AES, .NET, Spring, GNU/Linux, Web Services, J2EE Application..., SIP Trunking, Genesys Framework, GVP, Visual Basic, C++, Vendor Management, Telephony, Solution Architecture, Avaya, Integration, Professional Services, SaaS, Enterprise Software
Education
Lehigh University
Computer Engineering
Bank of America April 2013 - Present
The Guardian Life Insurance Company of America April 2011 - April 2013
Nuance Communications June 2005 - April 2011
Software Consulting Services January 2003 - June 2005
Skills
Genesys, CTI, IVR, Java, SIP, Call Center, VoIP, Call Centers, Avaya AES, .NET, Spring, GNU/Linux, Web Services, J2EE Application..., SIP Trunking, Genesys Framework, GVP, Visual Basic, C++, Vendor Management, Telephony, Solution Architecture, Avaya, Integration, Professional Services, SaaS, Enterprise Software
Education
Lehigh University
Computer Engineering
Humberto Batista Jr.'s Bank of America Experience April 2000 - June 2004
Job Associate Director of Gift Administration
Industry Nonprofit Organization Management
Experience
Brigham and Women's Hospital August 2015 - Present
City Year February 2013 - July 2015
Lesley University March 2008 - January 2013
Lesley University December 2007 - March 2008
Suffolk University 2004 - 2007
Bank of America April 2000 - June 2004
Skills
Fundraising, Community Outreach, Higher Education, Annual Giving, Fundraisers, Event Planning, Research, Volunteer Management, Alumni Relations, Program Management, Non-profits, Public Speaking, Grant Writing, Philanthropy, Grants, Nonprofits, Event Management, Training, PowerPoint, Stewardship, Management, Staff Development, Raiser's Edge, Prospect Research, Non-profit..., Direct Mail, Leadership, Workshop Facilitation, Program Development, Donor Recognition, Database Admin, Donor Management, Auditing, Financial Reporting, Payment Card Processing, Online Payment Solutions, Tax Receipting, Tax Policy, Salesforce.com, Grant Reviewing, Revenue Recognition, Data Analysis, Datatel, Planned Giving, Social Media, Microsoft Office
Education
Lesley University
Bachelor of Arts, Humanities
Brigham and Women's Hospital August 2015 - Present
City Year February 2013 - July 2015
Lesley University March 2008 - January 2013
Lesley University December 2007 - March 2008
Suffolk University 2004 - 2007
Bank of America April 2000 - June 2004
Skills
Fundraising, Community Outreach, Higher Education, Annual Giving, Fundraisers, Event Planning, Research, Volunteer Management, Alumni Relations, Program Management, Non-profits, Public Speaking, Grant Writing, Philanthropy, Grants, Nonprofits, Event Management, Training, PowerPoint, Stewardship, Management, Staff Development, Raiser's Edge, Prospect Research, Non-profit..., Direct Mail, Leadership, Workshop Facilitation, Program Development, Donor Recognition, Database Admin, Donor Management, Auditing, Financial Reporting, Payment Card Processing, Online Payment Solutions, Tax Receipting, Tax Policy, Salesforce.com, Grant Reviewing, Revenue Recognition, Data Analysis, Datatel, Planned Giving, Social Media, Microsoft Office
Education
Lesley University
Bachelor of Arts, Humanities
Jill Hatfield's Bank of America Experience February 2012 - Present
Job Strategic Marketing Executive at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Cherie Blair Foundation for Women May 2014 - May 2015
Bank of America May 2003 - February 2012
Fleet Bank April 2000 - May 2003
BankBoston October 1990 - April 2000
Skills
Marketing Communications, Marketing, Risk Management, Digital Marketing, Product Marketing, CRM, Strategy, Marketing Management, Project Management, Program Management, Retail Marketing, Merchandising, Multi-channel Marketing, Relationship Management, Financial Services, Segmentation, Banking, Agency Relationship..., Retail, Market Planning, Sales, Enterprise Software, Analysis, Management, Brand Management, Leadership, Strategic Planning, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Lesley University 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Bank of America February 2012 - Present
Cherie Blair Foundation for Women May 2014 - May 2015
Bank of America May 2003 - February 2012
Fleet Bank April 2000 - May 2003
BankBoston October 1990 - April 2000
Skills
Marketing Communications, Marketing, Risk Management, Digital Marketing, Product Marketing, CRM, Strategy, Marketing Management, Project Management, Program Management, Retail Marketing, Merchandising, Multi-channel Marketing, Relationship Management, Financial Services, Segmentation, Banking, Agency Relationship..., Retail, Market Planning, Sales, Enterprise Software, Analysis, Management, Brand Management, Leadership, Strategic Planning, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Lesley University 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Eileen Perry's Bank of America Experience March 1988 - September 2000
Job Kindergarten Teacher at Arlington Public Schools
Industry Primary/Secondary Education
Experience
Arlington Public Schools September 2004 - Present
Bank of America March 1988 - September 2000
Education
Lesley University 2000 — 2003
MA. Ed., Early Childhood Education
Regis College 1983 — 1987
BA, Management
Arlington Public Schools September 2004 - Present
Bank of America March 1988 - September 2000
Education
Lesley University 2000 — 2003
MA. Ed., Early Childhood Education
Regis College 1983 — 1987
BA, Management
Michealle Larkins's Bank of America Experience September 2008 - Present
Job V.P., Foundation Officer at Bank of America
Industry Philanthropy
Experience
Bank of America September 2008 - Present
Irish Immigration Center November 2005 - May 2008
Grants Management Associates September 1989 - November 2005
Education
Lesley University 2008 — 2011
Master's, Intercultural Relations
University of Massachusetts Boston
B.A., Japanese Studies, East Asian Studies
Bank of America September 2008 - Present
Irish Immigration Center November 2005 - May 2008
Grants Management Associates September 1989 - November 2005
Education
Lesley University 2008 — 2011
Master's, Intercultural Relations
University of Massachusetts Boston
B.A., Japanese Studies, East Asian Studies
Ramon George's Bank of America Experience February 2005 - February 2011
Job Specialty Underwriting Exception Desk Divisional Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America February 2005 - February 2011
Bank of America March 2003 - February 2005
Oak Street Mortgage 1900 - 1901
Skills
Banking, Mortgage Lending, Loans, Six Sigma, Sales, Leadership, Strategic Planning, Credit, Loan Origination, Risk Management, Wealth Management, Mortgage Banking, Credit Analysis, Relationship Management, Small Business Lending
Education
Lenoir-Rhyne University 1991 — 1994
BS, Business Administration
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America February 2005 - February 2011
Bank of America March 2003 - February 2005
Oak Street Mortgage 1900 - 1901
Skills
Banking, Mortgage Lending, Loans, Six Sigma, Sales, Leadership, Strategic Planning, Credit, Loan Origination, Risk Management, Wealth Management, Mortgage Banking, Credit Analysis, Relationship Management, Small Business Lending
Education
Lenoir-Rhyne University 1991 — 1994
BS, Business Administration
Jeff Fernandez's Bank of America Experience January 2011 - Present
Job Senior Vice President Bank of America Merrill Lynch Account Executive at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America July 2007 - January 2011
Bank of America January 2002 - July 2007
Education
Lenoir-Rhyne University 1993 — 1997
BA, Business Administration -Marketing emphasis
Bank of America January 2011 - Present
Bank of America July 2007 - January 2011
Bank of America January 2002 - July 2007
Education
Lenoir-Rhyne University 1993 — 1997
BA, Business Administration -Marketing emphasis
Paul Caleca's Bank of America Experience June 2000 - September 2006
Job Managing Director at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
Erik Soderberg's Bank of America Experience 1991 - 1996
Job Director, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Morgan Stanley 2005 - September 2014
Almonde 2002 - 2003
Buckaroo 2000 - 2001
Infinity (A Sungard Company) 1996 - 2000
Bank of America 1991 - 1996
Manufacturers Hanover Trust 1986 - 1988
Skills
Credit Risk, Basel II, Corporate Finance, Risk Management, Financial Analysis, Collateral Management, Electronic Trading, Trading Systems, Capital Markets, Liquidity Risk, Product Management, Securities, Interest Rate..., Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
Master of Business Administration (MBA)
Lehigh University 1982 — 1986
Bachelor of Arts (BA), Economics
Graded, Sao Paulo, Brazil 1978 — 1982
Credit Suisse October 2014 - Present
Morgan Stanley 2005 - September 2014
Almonde 2002 - 2003
Buckaroo 2000 - 2001
Infinity (A Sungard Company) 1996 - 2000
Bank of America 1991 - 1996
Manufacturers Hanover Trust 1986 - 1988
Skills
Credit Risk, Basel II, Corporate Finance, Risk Management, Financial Analysis, Collateral Management, Electronic Trading, Trading Systems, Capital Markets, Liquidity Risk, Product Management, Securities, Interest Rate..., Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
Master of Business Administration (MBA)
Lehigh University 1982 — 1986
Bachelor of Arts (BA), Economics
Graded, Sao Paulo, Brazil 1978 — 1982
JP Young's Bank of America Experience July 1996 - March 1999
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Suzette Finger's Bank of America Experience August 1996 - Present
Job SVP, Sr. Finance Mgr at Bank of America
Industry Financial Services
Experience
Bank of America August 1996 - Present
Alex Lee, Inc. June 1992 - July 1996
Deloitte & Touche September 1988 - June 1992
Skills
Internal Controls, Auditing, Internal Audit, Forecasting, Banking, Financial Analysis, Finance, Credit, Risk Management, Loans, Financial Audits, Strategic Financial..., Financial Modeling, Commercial Banking, Financial Services, Financial Reporting
Education
Lenoir-Rhyne University 1984 — 1988
BA, Accounting
Bank of America August 1996 - Present
Alex Lee, Inc. June 1992 - July 1996
Deloitte & Touche September 1988 - June 1992
Skills
Internal Controls, Auditing, Internal Audit, Forecasting, Banking, Financial Analysis, Finance, Credit, Risk Management, Loans, Financial Audits, Strategic Financial..., Financial Modeling, Commercial Banking, Financial Services, Financial Reporting
Education
Lenoir-Rhyne University 1984 — 1988
BA, Accounting
Jason Chalmers's Bank of America Experience August 2007 - February 2010
Job Business Systems Cons Mgr at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Bank Of America Merrill Lynch January 2011 - February 2015
Bank Of America Merrill Lynch February 2010 - January 2011
Bank Of America August 2007 - February 2010
Wachovia 2000 - 2006
The Sports Authority, Inc. 1997 - 1999
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1996
Master of Management, Business Administration
Lehigh University 1990 — 1993
Bachelor of Science (B.S.), Chemical Engineering
Wells Fargo March 2015 - Present
Bank Of America Merrill Lynch January 2011 - February 2015
Bank Of America Merrill Lynch February 2010 - January 2011
Bank Of America August 2007 - February 2010
Wachovia 2000 - 2006
The Sports Authority, Inc. 1997 - 1999
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1996
Master of Management, Business Administration
Lehigh University 1990 — 1993
Bachelor of Science (B.S.), Chemical Engineering
Peter Wilson, CFA's Bank of America Experience October 2014 - Present
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2009 - March 2013
Merrill Lynch August 2005 - March 2009
Merrill Lynch July 2004 - August 2005
Skills
Derivatives, Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Risk Management, Corporate Finance, Credit Analysis, Debt Restructuring, Investments, Series 7, Investment Banking, Credit, Finance, Structured Finance, Due Diligence, Loans, Trading
Education
Lehigh University 2000 — 2004
BS, Finance
Bank of America October 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2009 - March 2013
Merrill Lynch August 2005 - March 2009
Merrill Lynch July 2004 - August 2005
Skills
Derivatives, Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Risk Management, Corporate Finance, Credit Analysis, Debt Restructuring, Investments, Series 7, Investment Banking, Credit, Finance, Structured Finance, Due Diligence, Loans, Trading
Education
Lehigh University 2000 — 2004
BS, Finance
Paul Cogley's Bank of America Experience Asset ManagerGE Capital1971 - 2001
Job SVP Commercial Valuation Manager at Bank of America
Industry Financial Services
Experience
Bank of America Asset ManagerGE Capital1971 - 2001
Skills
Credit Analysis, Commercial Lending, Capital Markets, Asset Based Lending, Leadership, Asset Management, Finance, Portfolio Management, Credit, Risk Management, Management, Structured Finance, Business Development, Financial Structuring
Education
Lehigh University 1967 — 1971
BS, Business, Economics
Lehigh University - College of Business and Economics 1967 — 1971
BS, Economics & Finance
Bank of America Asset ManagerGE Capital1971 - 2001
Skills
Credit Analysis, Commercial Lending, Capital Markets, Asset Based Lending, Leadership, Asset Management, Finance, Portfolio Management, Credit, Risk Management, Management, Structured Finance, Business Development, Financial Structuring
Education
Lehigh University 1967 — 1971
BS, Business, Economics
Lehigh University - College of Business and Economics 1967 — 1971
BS, Economics & Finance
Kevin Wehler's Bank of America Experience Debt Capital Markets - Corporate BondsVice PresidentBank of America Merril Lynch2010 - December 2012
Job Director at Bank of America
Industry Investment Banking
Experience
Bank of America Debt Capital Markets - Corporate BondsVice PresidentBank of America Merril Lynch2010 - December 2012
Merrill Lynch 2000 - 2008
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Equities, Bloomberg, Valuation, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Series 7, Due Diligence, Investments
Education
Lehigh University
Bank of America Debt Capital Markets - Corporate BondsVice PresidentBank of America Merril Lynch2010 - December 2012
Merrill Lynch 2000 - 2008
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Equities, Bloomberg, Valuation, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Series 7, Due Diligence, Investments
Education
Lehigh University
Ann Wardlow's Bank of America Experience 2004 - 2007
Job Academic Interventionist at Melrose Public Schools
Industry Nonprofit Organization Management
Experience
Melrose Public Schools August 2015 - Present
YMCA Training, Inc. January 2008 - August 2015
eAppraiseIT April 2007 - December 2007
Bank of America 2004 - 2007
Skills
Training, Administrative..., English, Leadership, Coaching, Customer Service, Research, Team Building, Strategic Planning, Outlook, Microsoft Office
Education
Lesley University 1994 — 1996
Master’s Degree, Education
University at Buffalo 1974 — 1976
B.A., Education, English
Melrose Public Schools August 2015 - Present
YMCA Training, Inc. January 2008 - August 2015
eAppraiseIT April 2007 - December 2007
Bank of America 2004 - 2007
Skills
Training, Administrative..., English, Leadership, Coaching, Customer Service, Research, Team Building, Strategic Planning, Outlook, Microsoft Office
Education
Lesley University 1994 — 1996
Master’s Degree, Education
University at Buffalo 1974 — 1976
B.A., Education, English
Monika Cox's Bank of America Experience April 2001 - June 2007
Job VP, Compensation at TIAACREF
Industry Human Resources
Experience
TIAA-CREF April 2013 - Present
Chubb Insurance September 2008 - April 2013
Bank of America April 2001 - June 2007
Goldman Sachs 1995 - 2001
JC Bradford 1997 - 1999
Education
Rutgers University-New Brunswick 1993 — 1995
MS
Lehigh University - College of Business and Economics 1988 — 1992
BS
TIAA-CREF April 2013 - Present
Chubb Insurance September 2008 - April 2013
Bank of America April 2001 - June 2007
Goldman Sachs 1995 - 2001
JC Bradford 1997 - 1999
Education
Rutgers University-New Brunswick 1993 — 1995
MS
Lehigh University - College of Business and Economics 1988 — 1992
BS
Richard Sine's Bank of America Experience 2001 - 2006
Job Editor / Writer
Industry Writing and Editing
Experience
Bank of America 2001 - 2006
Skills
Access, Microsoft Office, Technical Writing, Process Improvement, Windows, Six Sigma, Manuals, Technical Documentation, Software Documentation, Visio, Documentation, Editing, Technical Communication, Writing, Word, PowerPoint, Excel, SharePoint, HTML, Document Design, Dreamweaver, Camtasia, Proposal Writing, Proofreading, Newsletters, Publications
Education
Lehigh University
B.A., Foreign Careers / Journalism
Bank of America 2001 - 2006
Skills
Access, Microsoft Office, Technical Writing, Process Improvement, Windows, Six Sigma, Manuals, Technical Documentation, Software Documentation, Visio, Documentation, Editing, Technical Communication, Writing, Word, PowerPoint, Excel, SharePoint, HTML, Document Design, Dreamweaver, Camtasia, Proposal Writing, Proofreading, Newsletters, Publications
Education
Lehigh University
B.A., Foreign Careers / Journalism
Max Breier's Bank of America Experience April 2005 - March 2006
Job Equity Derivatives BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
Sound Beach Capital, LLC August 2009 - October 2010
RBC Capital Markets January 2008 - May 2009
Litchfield Asset Managament January 2007 - November 2007
Amaranth Advisors March 2006 - October 2006
Bank of America April 2005 - March 2006
Skills
VBA, SQL, C#, Photoshop, PHP, Derivatives, Volatility Arbitrage, MySQL, Portfolio Management, Volatility, Equities, Options, Hedge Funds, Bloomberg, Trading, Arbitrage, Fixed Income, Capital Markets, Equity Derivatives, Bloomberg Terminal, Relative Value, Strategy
Education
Lehigh University - College of Business and Economics
BS, Business and Economics
BMO Capital Markets October 2010 - Present
Sound Beach Capital, LLC August 2009 - October 2010
RBC Capital Markets January 2008 - May 2009
Litchfield Asset Managament January 2007 - November 2007
Amaranth Advisors March 2006 - October 2006
Bank of America April 2005 - March 2006
Skills
VBA, SQL, C#, Photoshop, PHP, Derivatives, Volatility Arbitrage, MySQL, Portfolio Management, Volatility, Equities, Options, Hedge Funds, Bloomberg, Trading, Arbitrage, Fixed Income, Capital Markets, Equity Derivatives, Bloomberg Terminal, Relative Value, Strategy
Education
Lehigh University - College of Business and Economics
BS, Business and Economics
Debbie Lovelett's Bank of America Experience April 1979 - August 2000
Job Firm Administrator at James, McElroy & Diehl, P.A.
Industry Law Practice
Experience
James, McElroy & Diehl, P.A. memberAssociation of Legal Administrators2001 - Present
Bank of America April 1979 - August 2000
Education
Lehigh University 1972 — 1976
Lehigh University - College of Business and Economics 1972 — 1976
Bachelor of Science in Business & Economics, Accounting
James, McElroy & Diehl, P.A. memberAssociation of Legal Administrators2001 - Present
Bank of America April 1979 - August 2000
Education
Lehigh University 1972 — 1976
Lehigh University - College of Business and Economics 1972 — 1976
Bachelor of Science in Business & Economics, Accounting
Rosalind Conner's Bank of America Experience May 2006 - May 2008
Job Practice Manager
Industry Higher Education
Experience
Medical Practice Operations Management Leadership in the Kansas City, Missouri Area 2014 - Present
Park Unversity January 2006 - Present
US Bank October 2012 - April 2014
Tires Plus Total Car Care June 2008 - October 2012
Bank of America May 2006 - May 2008
Various Healthcare Positions January 1990 - May 2005
Skills
Healthcare Management, Operations Management, Training and Development, Change Management, Coaching/Team Building, Strategic Planning, Employee Relations, Management, Budgets, Process Improvement, Customer Service..., Cross Functional Team..., Leadership, Sales Management, Customer Retention, Business Acumen, Execution Management, Sales, P&L Financial Management, Needs Assessment..., Hands-On Problem Solver, Mentor, Cross-functional Team..., Team Building, P&L Management, Culture Change, Cultural Transformation, Senior Living..., Operational Excellence, Operational Planning, Sales Operations, Medical Spa, Onboarding, Practice Management, Best Practices, Performance Benchmarking, Proactive self-starter, Highly detail oriented, Compliance, Highly Organized &..., Organized Multi-tasker, Pragmatic, On Target, Reasoning Skills, Physician Relations, Training, Customer Service, Coaching, CRM, Human Resources
Education
Lesley University
Master's Degree, Management
University of Cincinnati
Bachelor's Degree, Psychology
Medical Practice Operations Management Leadership in the Kansas City, Missouri Area 2014 - Present
Park Unversity January 2006 - Present
US Bank October 2012 - April 2014
Tires Plus Total Car Care June 2008 - October 2012
Bank of America May 2006 - May 2008
Various Healthcare Positions January 1990 - May 2005
Skills
Healthcare Management, Operations Management, Training and Development, Change Management, Coaching/Team Building, Strategic Planning, Employee Relations, Management, Budgets, Process Improvement, Customer Service..., Cross Functional Team..., Leadership, Sales Management, Customer Retention, Business Acumen, Execution Management, Sales, P&L Financial Management, Needs Assessment..., Hands-On Problem Solver, Mentor, Cross-functional Team..., Team Building, P&L Management, Culture Change, Cultural Transformation, Senior Living..., Operational Excellence, Operational Planning, Sales Operations, Medical Spa, Onboarding, Practice Management, Best Practices, Performance Benchmarking, Proactive self-starter, Highly detail oriented, Compliance, Highly Organized &..., Organized Multi-tasker, Pragmatic, On Target, Reasoning Skills, Physician Relations, Training, Customer Service, Coaching, CRM, Human Resources
Education
Lesley University
Master's Degree, Management
University of Cincinnati
Bachelor's Degree, Psychology
kelly andrzejewski's Bank of America Experience January 2007 - Present
Job Business Support Officer at Bank of America
Industry Banking
Experience
Bank of America January 2007 - Present
Nova Southeastern University August 2004 - December 2006
Education
Nova Southeastern University 2004 — 2006
MIBA, International Studies
Lenoir-Rhyne University 2000 — 2004
B.S., Political Science; Sport Studies
Bank of America January 2007 - Present
Nova Southeastern University August 2004 - December 2006
Education
Nova Southeastern University 2004 — 2006
MIBA, International Studies
Lenoir-Rhyne University 2000 — 2004
B.S., Political Science; Sport Studies
Jarred Caputo's Bank of America Experience September 2013 - Present
Job Vice President Production Services Lead at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2013 - Present
Delhaize Group July 2011 - September 2013
Hewlett-Packard Enterprise Services November 2010 - September 2011
HP Enterprise Services July 2008 - November 2010
Ticor Title Company February 2005 - January 2008
Investors Title Company September 2004 - February 2005
Investors Title Company August 2003 - September 2004
Skills
Cisco Technologies, Storage, IT Operations, ITIL, Data Center, Networking, BMC Remedy, Active Directory, Windows Server, Servers, Service Delivery, Security, Incident Management, Troubleshooting, Firewalls, Hardware, Help Desk Support, Switches, Routers, Windows, Management, Mainframe, IT Outsourcing, HP, Marketing, Sla, Vendor Management, Computer Hardware, Microsoft Word, System Administration, Sales, Wireless, Real Estate, Disaster Recovery, Change Management, Customer Service, Problem Solving, Microsoft Excel, Microsoft Office, XP
Education
Lenoir-Rhyne University 1999 — 2002
Bachelor of Arts, Sports Management/Business Management
Bank of America September 2013 - Present
Delhaize Group July 2011 - September 2013
Hewlett-Packard Enterprise Services November 2010 - September 2011
HP Enterprise Services July 2008 - November 2010
Ticor Title Company February 2005 - January 2008
Investors Title Company September 2004 - February 2005
Investors Title Company August 2003 - September 2004
Skills
Cisco Technologies, Storage, IT Operations, ITIL, Data Center, Networking, BMC Remedy, Active Directory, Windows Server, Servers, Service Delivery, Security, Incident Management, Troubleshooting, Firewalls, Hardware, Help Desk Support, Switches, Routers, Windows, Management, Mainframe, IT Outsourcing, HP, Marketing, Sla, Vendor Management, Computer Hardware, Microsoft Word, System Administration, Sales, Wireless, Real Estate, Disaster Recovery, Change Management, Customer Service, Problem Solving, Microsoft Excel, Microsoft Office, XP
Education
Lenoir-Rhyne University 1999 — 2002
Bachelor of Arts, Sports Management/Business Management
Melanie Thompson-Connor's Bank of America Experience January 1997 - November 2011
Job Learning and Leadership Development
Industry Banking
Experience
Bank of America January 1997 - November 2011
Education
Lenoir-Rhyne University 1993 — 1995
Bank of America January 1997 - November 2011
Education
Lenoir-Rhyne University 1993 — 1995
Scott Potolsky's Bank of America Experience June 2008 - June 2010
Job Vice President Merrill Lynch Commodities
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Education
Lehigh University 2004 — 2008
Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Education
Lehigh University 2004 — 2008
Dawn Durns's Bank of America Experience October 1994 - April 2014
Job Senior Manager Operational Risk at GE Capital
Industry Banking
Experience
Synchrony Financial May 2014 - Present
Bank of America October 1994 - April 2014
Nationscredit 1994 - 1996
Skills
Risk Assessment, Risk Management, Financial Risk, Operational Risk, Auditing, Analysis, Banking, Enterprise Risk..., Operational Risk..., Leadership, Financial Services
Education
Lehigh University - College of Business and Economics
MBA, General Business
Penn State University
BS, Accounting
Synchrony Financial May 2014 - Present
Bank of America October 1994 - April 2014
Nationscredit 1994 - 1996
Skills
Risk Assessment, Risk Management, Financial Risk, Operational Risk, Auditing, Analysis, Banking, Enterprise Risk..., Operational Risk..., Leadership, Financial Services
Education
Lehigh University - College of Business and Economics
MBA, General Business
Penn State University
BS, Accounting
Barbara McCarthy-Reed's Bank of America Experience February 1984 - Present
Job Senior Vice President, Background Screening Regional Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 1984 - Present
Skills
Excel, Customer Service, Customer Relations, Word
Education
Lesley University
BS, Organizational Behavior Studies
Bank of America February 1984 - Present
Skills
Excel, Customer Service, Customer Relations, Word
Education
Lesley University
BS, Organizational Behavior Studies
Patricia (Jacobsen) Noneman's Bank of America Experience May 2001 - December 2012
Job Financial Services Executive
Industry Financial Services
Experience
Bank of America May 2001 - December 2012
Bank of America July 1995 - April 2001
JPMorgan Chase & Co. July 1990 - June 1995
Merrill Lynch July 1987 - July 1988
JPMorgan Chase & Co. June 1986 - June 1987
Skills
Fixed Income, Credit Analysis, Banking, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Financial Risk, Capital Management, Investor Relations, Rating Agency Relations, Stress Testing, Financial Regulation, Corporate Finance, Liquidity Management, Funding, Financial Reporting, Financial Services, Economics, Interest Rate Risk..., Investment Banking, Investor Presentations, Capital Markets, Strategic Planning, Treasury, Fixed Income Analysis, Bond Markets, Preferred Stock, Legal Issues, Legislative Issues
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Magna Cum Laude, Accounting
Bank of America May 2001 - December 2012
Bank of America July 1995 - April 2001
JPMorgan Chase & Co. July 1990 - June 1995
Merrill Lynch July 1987 - July 1988
JPMorgan Chase & Co. June 1986 - June 1987
Skills
Fixed Income, Credit Analysis, Banking, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Financial Risk, Capital Management, Investor Relations, Rating Agency Relations, Stress Testing, Financial Regulation, Corporate Finance, Liquidity Management, Funding, Financial Reporting, Financial Services, Economics, Interest Rate Risk..., Investment Banking, Investor Presentations, Capital Markets, Strategic Planning, Treasury, Fixed Income Analysis, Bond Markets, Preferred Stock, Legal Issues, Legislative Issues
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Magna Cum Laude, Accounting
Azzam Kamal's Bank of America Experience June 2013 - April 2015
Job Senior Architect Manager at Bank of America
Industry Banking
Experience
Bank of America June 2013 - April 2015
Bank of America April 2011 - June 2013
Bank of America May 2009 - May 2011
Bank of America January 2007 - January 2009
Informatica January 2003 - January 2007
Sara Lee January 2002 - January 2003
Corning Cable Systems January 1989 - January 2002
Skills
Project Management, Data Integration, Business Intelligence, Metadata, SDLC, Data Warehousing, Data Quality, Data Governance, ETL, Integration, Informatica, Business Process, Strategy, DB2, Data Marts, Teradata, Business Strategy, Unix, Management, Enterprise Software, Metadata Management, Analytics
Education
Lenoir-Rhyne College
BA, MIS
Bank of America June 2013 - April 2015
Bank of America April 2011 - June 2013
Bank of America May 2009 - May 2011
Bank of America January 2007 - January 2009
Informatica January 2003 - January 2007
Sara Lee January 2002 - January 2003
Corning Cable Systems January 1989 - January 2002
Skills
Project Management, Data Integration, Business Intelligence, Metadata, SDLC, Data Warehousing, Data Quality, Data Governance, ETL, Integration, Informatica, Business Process, Strategy, DB2, Data Marts, Teradata, Business Strategy, Unix, Management, Enterprise Software, Metadata Management, Analytics
Education
Lenoir-Rhyne College
BA, MIS
Janet LeClair's Bank of America Experience March 2006 - September 2006
Job Experienced HR and Operations executive
Industry Human Resources
Experience
The Ivey May 2014 - Present
Infinisource April 2013 - February 2014
ADP January 2010 - December 2012
HR XCEL June 2007 - December 2009
Bank of America March 2006 - September 2006
Wachovia August 2005 - March 2006
Wachovia July 1998 - March 2006
Wachovia August 1996 - June 1998
Skills
Strategy, Operations Management, Manage Client..., Team Leadership
Education
Lehigh University 1975 — 1979
B.S. Accounting and Marketing
The Ivey May 2014 - Present
Infinisource April 2013 - February 2014
ADP January 2010 - December 2012
HR XCEL June 2007 - December 2009
Bank of America March 2006 - September 2006
Wachovia August 2005 - March 2006
Wachovia July 1998 - March 2006
Wachovia August 1996 - June 1998
Skills
Strategy, Operations Management, Manage Client..., Team Leadership
Education
Lehigh University 1975 — 1979
B.S. Accounting and Marketing
dik blewitt's Bank of America Experience 2001 - 2007
Job GSO Capital Partners Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group April 2014 - Present
Vendor Assistance Program June 2012 - October 2014
J.G. Wentworth October 2010 - October 2013
BlackRock May 2009 - April 2012
R3 Capital/Lehman Brothers 2007 - 2009
Bank of America 2001 - 2007
Creditex 1999 - 2001
J.P. Morgan 1992 - 1999
Paine Webber 1987 - 1990
Skills
Structured Products, Fixed Income, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Securitization, Derivatives, Investment Banking, Portfolio Management, ABS, CDO, Credit Derivatives, MBS, CLO
Education
Lehigh University - College of Business and Economics
BS, Finance
NYU Stern School of Business
MBA, Finance/International Business
The Blackstone Group April 2014 - Present
Vendor Assistance Program June 2012 - October 2014
J.G. Wentworth October 2010 - October 2013
BlackRock May 2009 - April 2012
R3 Capital/Lehman Brothers 2007 - 2009
Bank of America 2001 - 2007
Creditex 1999 - 2001
J.P. Morgan 1992 - 1999
Paine Webber 1987 - 1990
Skills
Structured Products, Fixed Income, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Securitization, Derivatives, Investment Banking, Portfolio Management, ABS, CDO, Credit Derivatives, MBS, CLO
Education
Lehigh University - College of Business and Economics
BS, Finance
NYU Stern School of Business
MBA, Finance/International Business
Etienne Regis's Bank of America Experience November 2007 - January 2008
Job Owner, Quizno's
Industry Food & Beverages
Experience
Quizno's June 2010 - Present
Bank of America November 2007 - January 2008
Morgan Stanley July 2005 - November 2007
Skills
??????
Education
Lesley College
Master of Science, Management
Wentworth Institute of Technology
Electronic
Quizno's June 2010 - Present
Bank of America November 2007 - January 2008
Morgan Stanley July 2005 - November 2007
Skills
??????
Education
Lesley College
Master of Science, Management
Wentworth Institute of Technology
Electronic
Bob Razzino's Bank of America Experience January 1999 - Present
Job Sr. Business Analyst at Bank of America
Industry Banking
Experience
Bank of America January 1999 - Present
GTECH January 1995 - February 1999
Skills
Business Analysis, Program Management, Sourcing & Procurement, Volunteering
Education
Lesley University
MS Applied Management, Management
Rhode Island College
BS Industrial Technology, Industrial Tech/ Management
Bank of America January 1999 - Present
GTECH January 1995 - February 1999
Skills
Business Analysis, Program Management, Sourcing & Procurement, Volunteering
Education
Lesley University
MS Applied Management, Management
Rhode Island College
BS Industrial Technology, Industrial Tech/ Management
Cameron Norman's Bank of America Experience April 2013 - April 2015
Job Sr. Mortgage Underwriter at Bank of America
Industry Banking
Experience
Wells Fargo Home Mortgage April 2015 - Present
Bank of America April 2013 - April 2015
Quicken Loans May 2012 - March 2013
Zenta October 2011 - May 2012
Wells Fargo Home Mortgage June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Credit, Mortgage Banking, Loss Mitigation, Negotiation, Loan Origination
Education
UNCC 2010 — 2012
In progress, Secondary Education and Teaching
Lenoir-Rhyne College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Elkin High School 1989 — 1993
Wells Fargo Home Mortgage April 2015 - Present
Bank of America April 2013 - April 2015
Quicken Loans May 2012 - March 2013
Zenta October 2011 - May 2012
Wells Fargo Home Mortgage June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Credit, Mortgage Banking, Loss Mitigation, Negotiation, Loan Origination
Education
UNCC 2010 — 2012
In progress, Secondary Education and Teaching
Lenoir-Rhyne College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Elkin High School 1989 — 1993
Annie Wardlow's Bank of America Experience 2004 - 2007
Job Director at YMCA Training, Inc.
Industry Individual & Family Services
Experience
YMCA Training, Inc. 2008 - Present
Bank of America 2004 - 2007
Fleet Bank 1997 - 2004
Skills
Training, Coaching, Nonprofits, Workforce Development, Career Development, Resume Writing, Performance Management, Organizational..., Leadership Development, Workshop Facilitation, Career Counseling, Interviews, Public Speaking, Conflict Resolution, Employee Relations, Community Outreach, Program Development, Leadership, Team Building, Staff Development, Talent Management, Employee Training, Instructional Design, Onboarding, Recruiting, Research, Volunteer Management
Education
Lesley University
Master of Arts (M.A.), Education
New England College of Finance
Information Systems Certificate, Information Systems
State University of New York at Buffalo
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
YMCA Training, Inc. 2008 - Present
Bank of America 2004 - 2007
Fleet Bank 1997 - 2004
Skills
Training, Coaching, Nonprofits, Workforce Development, Career Development, Resume Writing, Performance Management, Organizational..., Leadership Development, Workshop Facilitation, Career Counseling, Interviews, Public Speaking, Conflict Resolution, Employee Relations, Community Outreach, Program Development, Leadership, Team Building, Staff Development, Talent Management, Employee Training, Instructional Design, Onboarding, Recruiting, Research, Volunteer Management
Education
Lesley University
Master of Arts (M.A.), Education
New England College of Finance
Information Systems Certificate, Information Systems
State University of New York at Buffalo
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Seth Lasser's Bank of America Experience November 2012 - Present
Job Home Services Specialist
Industry Banking
Experience
Bank of America November 2012 - Present
Morris Hardwick Schneider April 2010 - November 2012
Skills
Real Estate Transactions, Mediation, Legal Research, Litigation, Legal Writing
Education
Towson University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lehigh University 2005 — 2006
Bank of America November 2012 - Present
Morris Hardwick Schneider April 2010 - November 2012
Skills
Real Estate Transactions, Mediation, Legal Research, Litigation, Legal Writing
Education
Towson University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lehigh University 2005 — 2006
Tony Froneberger's Bank of America Experience April 1997 - July 2004
Job 5th Grade Teacher at Gaston County Schools
Industry Primary/Secondary Education
Experience
Gaston County Schools August 2007 - Present
Bank of America April 1997 - July 2004
Belmont Hosiery Mills June 1990 - July 1997
Education
UNC Charlotte 2003 — 2008
Bachelor of Arts, Elementary Education and Teaching
Lenoir-Rhyne College 1976 — 1980
Bachelor of Arts, Business Administration
Gaston County Schools August 2007 - Present
Bank of America April 1997 - July 2004
Belmont Hosiery Mills June 1990 - July 1997
Education
UNC Charlotte 2003 — 2008
Bachelor of Arts, Elementary Education and Teaching
Lenoir-Rhyne College 1976 — 1980
Bachelor of Arts, Business Administration
Amy Baird's Bank of America Experience October 2007 - November 2010
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
1st Global September 2013 - May 2014
1st Global February 2011 - September 2013
Bank of America October 2007 - November 2010
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 4, FINRA Series 65, FINRA Series 63, General Insurance, CAMS, Securities, FINRA, Series 7, Financial Services
Education
Widener University School of Law 1995 — 1998
Doctor of Law (J.D.)
Lenoir-Rhyne University 1991 — 1994
Bachelor of Arts (B.A.), French Language and Literature
LPL Financial May 2014 - Present
1st Global September 2013 - May 2014
1st Global February 2011 - September 2013
Bank of America October 2007 - November 2010
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 4, FINRA Series 65, FINRA Series 63, General Insurance, CAMS, Securities, FINRA, Series 7, Financial Services
Education
Widener University School of Law 1995 — 1998
Doctor of Law (J.D.)
Lenoir-Rhyne University 1991 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Angela Boyette's Bank of America Experience March 2006 - September 2010
Job Math and Science Instructor at Wayne Community College
Industry Education Management
Experience
Wayne Community College September 2010 - Present
Bank of America March 2006 - September 2010
Carolina Autotransfusion July 2005 - March 2006
Lenoir Memorial Hospital January 2002 - July 2005
Mobile Millenia Auto Systems Integrated Inc. March 1996 - January 2005
Skills
Surgical Technology, Medical Terminology, Lean Operations, Sterile Technique, Life Sciences, Pharmacology, Medical Billing, Biology, Change Control, Human Anatomy, Human Physiology, Mathematics Education, Mathematical Modeling, Applied Mathematics, American Association of..., Financial Reporting, Curriculum Development, Curriculum Design, Blood component..., Microsoft Office, Financial Analysis, Training
Education
North Carolina Community College System 2013 — 2014
Certificate, Adult and Continuing Education and Teaching
University of Mount Olive 2008 — 2010
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Lenoir Community College 2003 — 2005
Surgical Technology, Surgical Technology/Technologist
Wayne Community College September 2010 - Present
Bank of America March 2006 - September 2010
Carolina Autotransfusion July 2005 - March 2006
Lenoir Memorial Hospital January 2002 - July 2005
Mobile Millenia Auto Systems Integrated Inc. March 1996 - January 2005
Skills
Surgical Technology, Medical Terminology, Lean Operations, Sterile Technique, Life Sciences, Pharmacology, Medical Billing, Biology, Change Control, Human Anatomy, Human Physiology, Mathematics Education, Mathematical Modeling, Applied Mathematics, American Association of..., Financial Reporting, Curriculum Development, Curriculum Design, Blood component..., Microsoft Office, Financial Analysis, Training
Education
North Carolina Community College System 2013 — 2014
Certificate, Adult and Continuing Education and Teaching
University of Mount Olive 2008 — 2010
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Lenoir Community College 2003 — 2005
Surgical Technology, Surgical Technology/Technologist
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS