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
Moneris Solutions July 2014 - Present
Vantiv October 2007 - July 2014
National Processing Company November 2006 - October 2007
Bank of America September 2004 - November 2006
Skills
Product Development, Product Management, Solution Implementation, Quality Assurance, Technical Support, Public Speaking, Employee Training, Sales Rep Training, Writing, Technical Solution..., Theatre, Musical Theatre, Music Production, Management, Credit Cards, Merchant Services, Electronic Payments, ACH, Debit Cards, E-payments, Gift Cards, Loyalty Programs, Internet Banking, Payment Systems, Payment Gateways
Education
Northwestern University 1998 — 2002
Bachelor of Science (BS), Theatre/Theater
Bank of America/Merrill Lynch January 2012 - Present
Bank of America/Merrill Lynch June 2010 - 2012
DRW Trading Group April 2009 - June 2010
Bank of America January 2008 - April 2009
Bank Of America March 2006 - December 2007
Bank Of America April 2003 - March 2006
Bank Of America June 2001 - April 2003
3COM US Robotics & Underwriter Labs 2000 - 2001
media one/TCI/ATT 1999 - 2000
Skills
Project Management, Derivatives, Software Deployment, Team Management, Technical Support, Capital Markets, Trading Systems, Credit Derivatives, Electronic Trading, Equity Derivatives, Middle Office, Interest Rate..., Investment Banking, Business Analysis, Equities, Trading, Investments, Financial Risk, Rates, Fixed Income, Structured Products, Options, Analysis, Financial Services, Portfolio Management, Market Data, Banking, Swaps, Back Office, Emerging Markets, Strategy, Valuation, Finance, FX Options, Bloomberg, Credit, Financial Markets
Education
Northwestern University 2008 — 2010
MSC, Systems Strategy, Management & Communications
University of Illinois at Chicago 2003 — 2007
BA, Political Science, History
Saint Mary's
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2010 - July 2013
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Investments, Capital Markets, Financial Modeling, High Yield
Education
Northwestern University 2006 — 2010
Bachelor's degree, Mathematics
Northwestern University 2006 — 2010
Bachelor's degree, Economics
JPMorgan Chase January 2013 - Present
Bank of America December 2011 - January 2013
BMO Harris Bank July 2008 - December 2011
Fifth Third Bank October 2005 - July 2008
Wells Fargo October 2002 - September 2005
Northern Trust August 2000 - October 2002
Wintrust Financial Corporation June 1999 - August 2000
LaSalle Bank June 1998 - August 1998
Education
Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University
Bachelor of Business Administration (B.B.A.)
STA Group, LLC January 2012 - Present
Aviation Safety Technology September 2009 - Present
STA Group, LLC April 2002 - January 2012
Bank of America September 2001 - March 2002
Saecos Corporation July 2000 - August 2001
Bank of America June 1996 - July 2000
Chicago Board Options Exchange May 1994 - June 1996
Chelsea Systems, Inc April 1993 - May 1994
Venture Stores, Inc. 1985 - 1993
Skills
Enterprise Architecture, Architecture, Software Development, Application Architecture, IT Strategy, Integration, Solution Architecture, SDLC, SOA, Unix, System Architecture, Software Design, Enterprise Software, TOGAF, Requirements Analysis, Java Enterprise Edition, Web Services, Spring, Agile Methodologies, EAI, Software Project..., Websphere, Data Modeling, DB2, Data Warehousing, Requirements Gathering, Architectures
Education
Northwestern University
BSGS
Temple Sholom of Chicago May 2011 - Present
Bank of America February 1975 - July 2009
Skills
Strategic Planning, Public Speaking, Fundraising, Nonprofits, Community Outreach, Non-profits, Customer Service, Marketing Strategy, Volunteer Management, Event Planning, Social Media, Project Management, Leadership, Event Management, Editing
Education
University of Chicago Graduate School of Business 1974 — 1977
MBA
Northwestern University
BA, Psychology
First Republic Bank July 2015 - Present
First Republic Bank December 2014 - July 2015
TransUnion December 2013 - November 2014
BMO Harris Bank September 2013 - December 2013
Bank of America June 2013 - September 2013
Bank of America September 2011 - September 2012
Wells Fargo April 2010 - September 2011
Wells Fargo March 2008 - April 2010
Aplia June 2005 - March 2008
University of California, Berkeley January 2003 - May 2005
Skills
SAS, Analytics, Basel II, R, SQL, Data Mining, Predictive Modeling, Econometrics, Predictive Analytics, Business Intelligence, Credit Risk, Logistic Regression, Quantitative Finance, Financial Analysis, Financial Modeling, SAS Programming, Management
Education
Northwestern University 2012 — 2013
MS, Analytics
University of California, Berkeley 2001 — 2005
BA, Economics
Associated Bank September 2011 - Present
Bank of America August 2007 - May 2011
LaSalle Bank November 2001 - August 2007
Skills
Capital Markets, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Foreign Exchange, Commodity Risk..., Financial Analysis, Hedge Accounting, Trading, Credit Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Economics
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.), Economics and Political Science
GE Capital March 2015 - Present
Bank of America October 2010 - March 2015
Bank of America December 2009 - October 2010
LocationStore / Dearman Ventures October 2007 - October 2009
Bank of America December 2005 - September 2007
Skills
Financial Modeling, Credit Risk, Credit Analysis, Business Strategy, Data Analysis, Business Intelligence, Requirements Analysis, Risk Management, SQL, Data Science, Business Process, Microsoft Excel, Data Mining, Credit Derivatives, Loans, Mergers, Derivatives, Process Simulation, Credit, Portfolio Management, Banking, Finance, Financial Analysis, Mergers & Acquisitions, Financial Risk, Management, Strategy
Education
Northwestern University 2015 — 2018
Master of Science (MS)
Trinity University 2001 — 2005
BA
iProspect September 2015 - Present
Merrillville History Museum May 2014 - Present
Milestone Internet Marketing February 2015 - September 2015
JPMorgan Chase December 2011 - February 2015
Bank of America May 2010 - December 2011
Bank of America May 2008 - May 2010
LaSalle Bank acquired by Bank of America January 2008 - May 2008
Merrillville History Museum August 2007 - January 2008
Target August 2005 - August 2007
Skills
Google Analytics, Marketing, Digital Marketing, Social Media, Sales, Leadership, Customer Service, SEO, Social Media Marketing, Email Marketing, Management, Analysis, Online Marketing, Teamwork, Customer Satisfaction, SEM, Integrated Marketing, Segmentation, Target Marketing, Training, Advertising, Analytics, Web Content, Content Writing, Marketing Communications, Adobe Photoshop, Google Adwords, Web Design, Website Development, Web Analytics, Content Strategy, PPC, BrightEdge, Social Networking, CRM, Marketing Strategy, Strategy
Education
Northwestern University 2013 — 2015
Certificate, Marketing with New Technology
Valparaiso University 2001 — 2005
Bachelor of Science, Business Administration; Marketing
Coretrust Capital Partners LLC April 2014 - Present
Bank of America May 2012 - April 2014
Green Dot Public Schools August 2009 - May 2012
Broad Residency 2011 - 2012
Teach for America August 2005 - June 2007
Northern Trust 2003 - 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Public Speaking, Research, Fundraising, Business Strategy, Competitive Analysis, Market Research, Project Management, Social Media, Leadership, Social Networking, Program Management, Management, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Real Estate
Beverly Hills High School
Beverly Hills High School
Northwestern University
Bachelor of Arts (B.A.)
Phi Kappa Psi Fraternity September 2005 - Present
Campus Cooks April 2004 - Present
Harrison Trading 2002 - 2003
Bank of America 1995 - 2001
Skills
Food Service, Management, Operations Management, New Business Development, Entrepreneurship, Strategic Planning, Restaurant Management, Leadership, Process Improvement, Cooking, Customer Service, Coaching, Product Development, Marketing Strategy, Sales, Start-ups, Team Building, Greek Living, Business Strategy, Greek Life
Education
Northwestern University 1991 — 1995
Bachelor of Arts (BA), Economics
General Mills March 2013 - Present
General Mills August 2011 - March 2013
General Mills July 2009 - March 2011
General Mills July 2006 - July 2009
General Mills June 2004 - July 2006
Bank of America March 2002 - May 2004
Qwest Communications August 1998 - February 2002
Skills
Integrated Marketing, Partnerships, Marketing, Segmentation, Public Relations, Product Launch, Brand Awareness, Brand Architecture, Cross-functional Team..., Interactive Marketing, Competitive Analysis
Education
Regis University 2000 — 2002
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
Communication Studies, African American Studies
Arlington Capital Management June 2015 - Present
Wells Fargo Advisors, LLC January 2012 - May 2015
The Byerly Group January 2009 - December 2011
Bank of America September 2007 - January 2009
Skills
Portfolio Management, Investments, Risk Management, Wealth Management, Finance, Business Planning, Analysis, Retirement Planning, Economics, Estate Investment..., Financial Services, Business Development, Investment Advisory, Asset Management, Insurance, Valuation
Education
Northwestern University 1998 — 2002
BA and MA, Economics, Statistics/Applied Mathematics (MMSS), Political Science
University School of Milwaukee 1994 — 1998
Diploma
GenSight February 2015 - Present
EverFi July 2012 - January 2015
Personal Finance Teacher, LLC April 2012 - July 2012
The Noble Network of Charter Schools August 2009 - July 2012
Lehman Brothers May 2004 - October 2008
Bank of America June 2000 - May 2004
Education
Northwestern University 2009 — 2011
MASTER OF SCIENCE, EDUCATION AND SOCIAL POLICY
Washington University in St. Louis 1998 — 2000
MASTER OF SCIENCE, BUSINESS ADMINISTRATION
Washington University in St. Louis 1995 — 1997
BACHELOR OF SCIENCE, MECHANICAL ENGINEERING
U.S. Bank February 2008 - Present
Bank of America August 2004 - November 2007
Bank One July 2000 - August 2004
Skills
Corporate Finance, Risk Management, Financial Markets, Financial Analysis, Interest Rate..., Interest Rate Risk..., Interest Rate Swaps, Interest Rate Hedging, Financial Services, Team Building, Team Leadership, Building Relationships, Economics, Derivatives, Banking, Hedging, Financial Structuring, Swaps, Interest Rates, Macroeconomics, Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Northwestern University 1996 — 2000
Bachelor of Arts (BA), Economics
AT&T August 2015 - Present
ACE Cash Express Claim HandlerState FarmOctober 2013 - June 2014
Wingspan Portfolio Advisors 2012 - 2012
Bank of America October 2008 - November 2011
Skills
Default
Education
Northwestern State University 1998 — 2002
First Financial Credit Union August 2014 - Present
First Financial Credit Union November 2001 - August 2014
Respond Inc August 1999 - October 2001
Bank of America August 1994 - July 1999
Skills
Branch Management, Branch Banking, Loans, Consumer Lending, Retail Banking, Cross Selling, Credit, Loan Origination, Banking, Credit Analysis, Lines Of Credit, Deposits, Customer Service, Credit Cards, Credit Risk
Education
The University of New Mexico 1992 — 1995
Northwestern State University
School of Business
Bank of America June 2009 - Present
Teradyne, Inc. January 2000 - May 2009
Northrop Grumman Corporation January 1995 - December 1999
Skills
Financial Planning * ..., Mortgage Modifications, Budgeting ..., Financial Models, Mortgage Servicing *..., Variance Analysis, ROI, NPV, IRR, Project Cost Mgmt., MS Excel/Word/PowerPoint, Balance Sheet Planning, Financial Modeling, Budgets, Finance, Project Portfolio..., ROI Justification, Mortgage Modification, Analytics, Auditing, Business Process, Executive Management, Strategic Financial..., Strategic Planning, Forecasting, Management
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance and Marketing
Wells Fargo August 2014 - Present
Bank of America March 2006 - July 2014
Skills
Commercial Real Estate, Agricultural Real Estate, Finance, Credit Risk Management, Credit Risk, Valuation, Commercial Lending, Investments, Asset Management, Underwriting, Loans, Portfolio Management, Financial Structuring, Mortgage Lending
Education
Northwestern University
Master of Business Administration (MBA), Management / Finance
Purdue University
Bachelor's degree, Agricultural Economics
Wells Fargo Home Mortgage 2014 - Present
Xerox 2012 - 2013
Bank of America 2003 - 2012
Wells Fargo 1998 - 2003
Skills
Business Process..., Leadership, Executive Management, Mergers & Acquisitions, Six Sigma, Human Resources, Vendor Management, Risk Management, Operations Management, Executive Leadership, Management, Start-ups, Strategy
Education
Northwestern University 1997 — 1998
Master of Engineering Management (MEM)
Kuwait University 1984 — 1989
Bachelor of Science (BSc), Mechanical Engineering
Abacus Group June 2009 - Present
Bank of America March 2009 - June 2009
Round Table Invesment Managment December 2007 - October 2008
HSBC Mortgage Services August 2005 - August 2007
James River Capital May 2004 - May 2005
Wolverine Trading May 2003 - May 2004
Skills
Management, Linux, High Availability, SDLC, Disaster Recovery, Microsoft SQL Server, Trading Systems, Architectures, Information Technology, Risk Management, Software Development, Derivatives, Hardware, SQL, Equities, Hedge Funds, Enterprise Architecture, Data Center, Virtualization, Cloud Computing, Architecture
Education
Northwestern University 1999 — 2003
Bachelor’s Degree
Phi Beta Sigma Fraternity, Inc. (Omicron Sigma Chapter) 1998 - Present
Bank of America 2012 - Present
Bank of America 2010 - 2012
Bank of America 2006 - 2010
Bank of America 2005 - 2006
Cox Communications 2002 - 2005
Northwestern State University 1997 - 2001
Skills
Agile & Waterfall..., Business Strategy, Leadership, Project Management, Cross-functional Team..., Management, Vendor Management, Change Management, Business Analysis, Process Improvement, SDLC, Strategy, Analysis, Quality Assurance, Team Building, Strategic Planning, Six Sigma, Program Management, Team Leadership, Microsoft Office, Risk Management, Disaster Recovery, Training, Call Centers, Forecasting, Visio, Agile Methodologies, Customer Service, Data Analysis, Consulting, MS Project, Requirements Analysis, Business Process..., Testing, SharePoint, Project Portfolio..., Organizational..., Logistics
Education
Northwestern State University
B.Sc., B.Sc., Information Systems, Business
Northwestern State University
Master of Education (M.Ed.), Educational Technology Leadership
Banking November 2004 - Present
BBVA Compass May 2012 - December 2014
BB&T November 2005 - August 2011
Bank of America November 2004 - November 2005
Education
Northwestern State University 1981 — 1985
Bachelor of Science, Business Administration/Marketing
BB&T Banking School at Wake Forest University
Banking 15 month certificate
Bank of America
Banking Center Manager Candidate School
Mercantile Stores University Business School
Finance for Profit I, Fundamentals of Leadership I and II
HealthScape Advisors LLC August 2014 - Present
Bank of America September 2012 - May 2014
Bank of America September 2011 - September 2012
Bank of America August 2010 - September 2011
Bank of America June 2008 - August 2010
Skills
Business Analysis, Change Management, Enterprise Software, SharePoint, Leadership Development, Project Management, Organizational..., Process Improvement, Data Warehousing, SQL, SQL Server Man, Mentoring, User Research, Design Thinking, Leading Change, Innovation Consulting, Product Management, Creative Solutions, Training Delivery, Reporting & Analysis, Product Development, Relational Databases, Visual Basic, Managing Database, Systems Management, Virtual Teams, Teamwork, Onboarding, Training Facilitation, Diversity & Inclusion, Employee Engagement, Process Management, Process Simplification, Readiness Assessments, Stakeholder Analysis, Voice of the Customer..., 360 Feedback, Survey Design, Employee Surveys, Communication, Buy-in, Cross Functional Team..., Cross-cultural Teams, Agile Methodologies, Framework Design, Competency Framework..., Qualitative Research, Strategy
Education
Northwestern University 2013 — 2016
Master of Science (MS), Learning and Organizational Change
Ohio University 2004 — 2008
BA, MIS, Marketing
Lincoln Financial Group October 2013 - Present
Graham Personnel Services October 2012 - October 2013
BTG, Inc. (Business Technology Group, Inc.) October 2011 - October 2012
Target October 2010 - October 2011
EXIT Realty Florida June 2008 - September 2010
EverBank September 2007 - August 2008
Bank of America February 2004 - August 2007
Bank of America July 1998 - February 2004
Skills
Business Development, Direct Sales, Sales, New Business Development, Account Management, Sales Process, Strategic Planning, Team Building, Vendor Management, Solution Selling, Business Analysis, Sales Management, Business Relationship..., Banking, Relationship Management, Recruiting, Human Resources, Talent Acquisition, Small Business, Management, Contract Negotiation, Selling, Leadership, Marketing Strategy, Strategy, Budgets, Marketing, Healthcare, Customer Service, Real Estate, Negotiation, Finance, Talent Management, CRM, Cold Calling, Consulting, Hiring, Temporary Placement, Networking, Analysis, Training, Building Relationships, Coaching, Team Leadership, Social Networking, Payroll, Temporary Staffing, Customer Retention, Sourcing, Time Management
Education
Northwestern State University
Bachelors of Science, Finance & Marketing
REALTOR® Institute 2009 — 2010
Graduate REALTOR® Institute, Real Estate
Bank of America March 2012 - Present
Bank of America September 2009 - February 2012
Bank of America April 2009 - August 2009
Bank of America June 2006 - March 2009
Bank of America April 2004 - May 2006
Bank of America April 2002 - March 2004
Bank of America November 2000 - March 2002
Bank of America October 1998 - October 2000
Bank of America October 1996 - September 1998
Bank of America October 1991 - September 1996
Skills
Asset Management, Banking, Budgets, Business Process..., Change Control, Change Management, CRM, Communication Skills, Customer Service, Customer Support, Employee Benefits, Enterprise Software, Integrated Project..., Microsoft Excel, Microsoft Office, MS Project, Microsoft Word, Process Improvement, Project Planning, PowerPoint, Relationship Management, Risk Management, Team Building, Teamwork, Technical Project..., Trust Management, Trusted Business Partner, Vendor Management, Vendor Relationships, Visio
Education
Northwestern University 1986 — 1986
Certificate, ABA National Trust School
San Francisco State University 1971 — 1974
BA, Theatre Arts
Mission San Jose HS 1967 — 1971
CEB June 2014 - Present
Bank of America June 2013 - August 2013
CEB March 2012 - August 2012
CEB September 2009 - March 2012
Word Up DC November 2009 - January 2012
CEB July 2007 - September 2009
Huron Consulting Group September 2005 - December 2005
Zurich Financial Services June 2005 - September 2005
Skills
Leadership, Leadership Development, Performance Management, Management Consulting, Human Resources, Project Management, Research, Training, Management, Change Management, Market Research, Onboarding, CRM, Organizational..., Succession Planning, SPSS, Employee Engagement, Organizational Design, Organizational..., Interviews, Organizational Culture, Strategic Planning, Talent Management, Team Building, R, Tableau, Data Analysis
Education
Darden School of Business, University of Virginia 2012 — 2014
Master of Business Administration (M.B.A.), General Management, Business Analytics
Northwestern University 2003 — 2007
Bachelor of Science (B.S.), Learning and Organizational Change
Sweet Briar College Junior Year in France 2006 — 2006
Bryn Mawr School for Girls 1989 — 2003
GMLS Investment Corp. November 2013 - Present
Bank of America July 2010 - November 2013
Viking Taxpayer Advocates May 2009 - July 2010
Pacific Capital Bancorp May 2006 - January 2009
Arden Realty January 2004 - May 2006
Countrywide 2002 - 2004
American Realty Advisors 2000 - 2003
Skills
Mergers & Acquisitions, Vendor Management, Accounting, Finance, Banking, Sarbanes-Oxley Act, Auditing, Change Management, Tax, Management Consulting, Financial Risk, Executive Management, Risk Management, Strategic Planning, Portfolio Management, Financial Analysis, Credit Analysis, Project Management, Human Resources, Due Diligence, Asset Management, Financial Services, Treasury Management, Asset Managment, Logistics, Contract Negotiation, Financial Modeling, Corporate Finance, Cash Management, Loans, Strategic Financial..., SEC filings, Treasury, Business Operations, Credit, Investments, Business Process..., Investment Management, Risk Assessment, Pension Administration, Financial Reporting, Managerial Finance, Contract Management, Investment Advisory, Microsoft Office, Operational Excellence, Corporate Management, Cross-functional Team..., Payroll, Capital Markets
Education
Western Governors University 2009 — 2010
MBA, Business Management
Western Governors University 2009 — 2009
B.S., Accounting
Northwestern University 1975 — 1977
Biomedical Engineering
Bishop Amat HS 1971 — 1975
Diploma
Bank of America June 2014 - Present
Lowe's Home Improvement March 2013 - May 2014
Lowe's Home Improvement July 2011 - March 2013
Kraft Foods July 2010 - July 2011
Kraft Foods July 2004 - August 2010
Kraft Foods December 2001 - September 2004
Kraft Foods Brasil 2000 - 2001
PepsiCo 1991 - 1999
Skills
Program Management, Business Process..., Outsourcing, Vendor Management, Strategic Planning, Change Management, Social Business, Team Leadership, Process Management, Cross-functional Team..., Leadership, Business Process..., IT Strategy, CPG Industry, Management, Business Process, Business Intelligence, Process Improvement, Enterprise 2.0, SharePoint, IT Management, Project Portfolio..., Business Analysis, Strategy, Project Management, Employee Engagement, International M&A, ERP, Supply Chain, Governance, SDLC, Integration, Project Planning, Cloud Computing, IT Service Management, PMP, Information Technology, ITIL, Enterprise Architecture, Knowledge Management, PMO, IT Operations, Visio
Education
Northwestern University 2008 — 2008
Certificate, Sustainability: Green City
The University of Chicago 2008 — 2008
Certificate, Sustainability: Food Production
Universidade Presbiteriana Mackenzie 1986 — 1990
Bachelor in Information Technology Science, Management Information Systems, General
Avnet Services: IBM Practice (formerly Ascendant Technology) April 2013 - March 2015
Wipro Technologies December 2011 - April 2013
Business Rules Crafter, LLC April 2010 - November 2011
Bank of America April 2009 - March 2010
Countrywide Home Loans July 2007 - March 2010
Dahl Consulting March 2007 - May 2007
Mindbox ( formerly Brightware) May 2004 - March 2007
MDA MindBox May 2004 - March 2007
Indotronics November 2003 - April 2004
Spirian Technologies October 2002 - March 2003
Education
University of Houston 1985 — 1985
Non-degree, Computer Science
Northwestern University 1974 — 1976
M. Sc., Chemical Engineering
Northwestern University 1971 — 1974
B.S., Chemical Engineering
Wells Fargo Bank August 2003 - Present
The Northern Trust Company April 2000 - July 2003
Bank of America June 1983 - April 2000
Skills
Corporate Finance, Capital Markets, Credit, Underwriting, Middle Market, Investments, Private Equity, Finance, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Valuation, Financial Structuring, Banking, Cash Management, Asset Based Lending, Financial Risk, Credit Risk, Cash Flow, Securities, Treasury Management, Risk Management, Mortgage Lending, Negotiation, Strategic Financial..., Financial Analysis, Asset Management, Commercial Banking, Fixed Income, Series 7, Financial Modeling, Structured Finance, Wealth Management, Due Diligence, Loans, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Equities, Small Business Lending, Financial Services, Loan Origination, Hedge Funds, Leveraged Finance
Education
University of Cincinnati College of Business 1982 — 1983
MBA, Corporate Finance
Northwestern University 1976 — 1980
BA, Political Science
Bank of America March 2000 - Present
Tap Root Foundation July 2009 - July 2011
Active Transportation Alliance June 2009 - January 2011
Chicago Board of Trade June 1999 - March 2000
BALR November 1991 - May 1999
Laboratory Automation May 1989 - November 1990
Skills
IT Strategy, Project Management, Product Management, Software Development, Shared Services, Vendor Management, Program Management, Strategic Planning, Enterprise Architecture, Process Improvement, Data Analysis, Business Intelligence, SDLC, Cross-functional Team..., Project Portfolio..., Business Analysis, Software Project..., Change Management, Analytics, Strategy
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business
Northwestern University 1986 — 1991
Master's Degree, Biomedical Engineering
University of Notre Dame 1982 — 1986
Bachelor's Degree, Aerospace Engineering
Notre Dame High School 1977 — 1981
Maaco Corporation, a Roark Capital Group Portfolio Company March 2013 - Present
La Chaine des Rotisseurs July 2015 - Present
Burger King Corporation, a 3G Capital Portfolio Company January 2011 - March 2013
COSTA IMC (Integrated Marketing and Communications), Inc. February 2007 - January 2011
JMC/Young & Rubicam Group January 2005 - January 2011
YUM Brands, Inc. January 2005 - February 2007
Bank of America May 2004 - September 2004
JMC/Young & Rubicam Group June 1996 - August 2003
Skills
Integrated Marketing, Marketing Strategy, Strategy, Customer Insight, Marketing Communications, Advertising, Market Research, Creative Direction, CRM, Marketing, Cross-functional Team..., Business Strategy, Mobile Marketing, Analytics, Digital Marketing, Entrepreneurship, Social Media Marketing, Leadership, Interactive Marketing, Segmentation, Business Development, Team Leadership, Management, Product Marketing, Social Media, Strategic Partnerships, Sales Management, Product Development, Public Relations, Brand Architecture, Email Marketing, P&L Management, Brand Positioning, Mobile Devices, Direct Marketing, Digital Strategy, Online Branding, Supply Chain Management, Marketing Management, Consumer Behavior, Marketing ROI, Restaurant Marketing, Global Marketing, R&D, ROMI, Consumer Insights, Business Intelligence, Brand Strategy, Global Strategy, Brand Management
Education
Northwestern University 2015 — 2018
Master of Arts in Public Policy and Administration, Global Policy
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Strategy and Marketing
Northwestern University 2003 — 2004
Master of Science in Integrated Marketing Communications, Direct, Database and E-Commerce Markerting
Universidad Metropolitana (VE) 2002 — 2003
Postgraduate, Integrated Marketing Communications
Universidad Metropolitana (VE) 1996 — 2002
Bachelor of Arts, Languages and Business
ECA 1989 — 1996
High School
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Bank of America Home Service Specialist IIBank of AmericaMarch 2007 - November 2013
Skills
Credit, Loans, Credit Analysis, Retail Sales, Event Planning, Wedding Planning, Culinary Skills, Mortgage Lending, Credit Risk, Retail, Mortgage Banking, Financial Risk, Retail Banking, Financial Analysis, Customer Service, Management, Sales, Baking, Music, Cakes, Banking
Education
Sam Houston State University 1994 — 1996
Music Therapy
Northwestern State University 1993 — 1994
Music Performance
Pasadena Insurance Agency, Inc. (PIAI) January 2011 - Present
KRIV-TV Fox 26 News August 1999 - October 2010
Momentum Securities 1996 - 1999
KAIT-TV (ABC) 1991 - 1995
Bank of America 1988 - 1990
Skills
Insurance, Casualty, Claim, Customer Service, Equities, Investments, Liability, Loans, Process Improvement, Professional Liability, Property & Casualty..., Public Speaking, Risk Management, Sales, Team Building, Umbrella Insurance, Underwriting
Education
Northwestern University 1990 — 1991
MS, Journalism
The University of Texas at Austin 1984 — 1988
BBA, Finance
Northwestern Mutual 2012 - Present
Bank of America 2011 - 2012
Bank of America 2007 - 2011
Bank of America 2006 - 2007
Bank of America 2001 - 2006
Bank of America 2000 - 2001
Bank of America 1999 - 2000
Industrial Bank of Japan 1997 - 1999
Crédit Agricole 1995 - 1997
BMO Financial Group 1992 - 1995
Education
J.L. Kellogg Graduate School of Management 1999 — 2001
MBA
Northwestern University 1994 — 1999
B.Sc.
USBank Community Development Corporation October 2013 - Present
Gardner Capital, Inc. April 2011 - October 2013
Gershman Mortgage October 2010 - February 2011
Bank of America January 2001 - September 2010
Skills
Affordable Housing, Loans, Tax Credits, LIHTC, Credit, Community Development, Real Estate Development, Real Estate, Financial Analysis, Loan Origination, Financial Structuring, Real Estate Financing, Commercial Mortgages, Commercial Lending, Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Construction Loans, Due Diligence, Disposition
Education
The University of Chicago 1986 — 1988
MBA, Finance
Northwestern University 1982 — 1986
BS, Structural/Civil Engineering
Bank of America February 2006 - Present
Education
Northwestern State University 2005 — 2008
Bachelor of Arts (BA), Sociology
VRM Mortgage Services December 2010 - Present
Bank of America November 2004 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Access, Data Analysis, Analysis, Negotiation
Education
Northwestern State University 1996 — 2001
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Northwestern State University Natchitoches, LA 1996 — 2000
Bachelor of Arts (BA), Criminology
Project Jupyter August 2015 - Present
CodeHS September 2014 - Present
InvestCloud, Inc. June 2015 - September 2015
Solin Systems Inc. March 2013 - July 2015
SapientNitro October 2014 - June 2015
Bank of America June 2014 - August 2014
Chicago Public Schools February 2011 - March 2013
Skills
C++, C, Python, Javascript, HTML, HTML5, CSS, CSS3, R, Node.js, Git, Github, PHP, Unix, MongoDB, SQL
Education
Northwestern University 2014 — 2018
Bachelor of Science (B.S.)
Northside College Preparatory High School 2010 — 2014
Bank of America October 2011 - March 2013
Wingspan Portfolio Advisors 2010 - 2011
Education
Northwestern State University 1999 — 2003
B.S., Business Administration
Bank of America 2014 - Present
JPMorgan Chase 2007 - 2013
Prudential Financial 2005 - 2007
Education
Northwestern University 2001 — 2005
Bachelor of Arts (BA), Economics
Bank of America March 2013 - Present
Bank of America July 2011 - March 2013
Bank of America November 2008 - July 2011
Bank of America September 2006 - November 2008
Bank of America August 2005 - September 2006
Skills
Leadership, Mortgage Banking, Training, Analysis, Customer Service, Process Improvement, Loans, Insurance, Mortgage Lending, Financial Risk, Loan Servicing, Mortgage Servicing, Quality Assurance, Sales, Sales Management, Management, Microsoft Office, Team Building
Education
Southern University A&M 1993 — 1994
Sociology
Northwestern State University
Bachelor of Arts (B.A.), Social Sciences
Northwestern State University
N/A, Master of Ed. Adult and Continuing Education and Teaching, 3.5 (9hrs)
Delaware Military Academy Volunteer August 2010 - Present
Bank of America March 2007 - February 2011
Bank of America February 2003 - February 2007
MBNA March 2001 - January 2003
MBNA April 1998 - February 2001
MBNA August 1993 - 1998
MBNA August 1990 - July 1993
Skills
Strategic Planning, Project Planning, Brand Development, People Management, Compliance Audits, Facilities Planning, Facilities Management, Vendor Management, Supplier Negotiations, Cross-functional Team..., Team Building, Marketing Communications, direct mail, Credit Cards, Print Production, Voice Over, Traffic Management, Agency Relations, Agency Negotiations, Customer Focus, Focus Groups, Public Speaking, Sales Presentations, singing, Direct Mail, Leadership, Advertising, Marketing, Marketing Strategy, Process Improvement, Account Management, Management
Education
Northwestern University 1988 — 1989
Master of Science in Advertising
Oklahoma City University 1984 — 1988
Bachelor of Arts, Mass Communications- Advertising/PR/Radio/TV/Film
John Dickinson High School 1980 — 1984
SunTrust Bank 2014 - Present
Bank of America 2010 - 2014
New York Life Insurance Company 2008 - 2010
Capital One Financial Corporation, Richmond 1999 - 2007
KDL Technologies, Hong Kong 1996 - 1998
Andersen Consulting 1987 - 1990
Skills
Credit Cards, Financial Services, Banking, Project Management, Business Process..., Lean Transformation, Six Sigma, Program Management, Mortgage Servicing, Internal Communications, Business Strategy, Team Leadership, Mortgage Lending, Financial Regulation, Consulting, International Business, Asian Business, Certified Green Belt, Business Analysis, E-commerce, Manage Complex Projects, Project Portfolio..., Business Process, Relationship Management, Analytics, Portfolio Management, Driving Results, Quality Control, Communication Skills
Education
Northwestern University
B.A., Economics
The University of Texas at Austin
M.S.
EY October 2015 - Present
EY March 2014 - September 2015
Crossix Solutions September 2013 - March 2014
MarkitSERV November 2011 - August 2013
Bank of America May 2008 - August 2010
CSC July 2005 - February 2008
Sasken March 2005 - June 2005
Education
Northwestern University 2010 — 2011
MEM, Engineering Management
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering, Computer Science
Cluny Convent High School 1997 — 1999
High School
Prakash Higher Secondary School
CFSA Banqueros de Inversion September 2015 - Present
Bois Capital January 2015 - August 2015
City Harvest February 2014 - September 2014
GlobeOp Financial Services October 2010 - June 2013
Bank of America July 2007 - July 2010
Oppenheimer & Co June 2006 - August 2006
Skills
Finance, Strategic Planning, Business Development, Modelli finanziari, Management, Analisi, Strategia, Analisi di bilancio, Valutazioni, Mercati di capitali, Finanza d'impresa, Project management, Banche d'investimento, Equities, Analysis, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
2003 — 2007
Bachelors of Science and Engineering, Industrial Engineering
Northwestern University 2003 — 2007
Bachelors of Science, Industrial Engineering
Commerzbank AG February 2011 - Present
consilium1 November 2007 - January 2011
GE Global Research November 2007 - January 2011
Merrill Lynch - Global Technology Infrastructure - Performance Lab August 2006 - November 2007
City of New York - Human Resources Administration - Office of Enterprise Networking June 2002 - June 2006
Kinexus January 2001 - May 2001
Bank of America - Libris Information Systems December 1998 - January 2001
Bank of America December 1998 - January 2001
Williams Communications October 1994 - December 1998
E-Systems May 1994 - October 1994
Skills
UNIX, Perl, Unix Shell Scripting, Integration, Software Development, Databases, Disaster Recovery, DNS, Infrastructure, Networking, Oracle, Java, Testing, Solaris, Red Hat Linux, BMC Blade Logic
Education
Northwestern University 1981 — 1985
Applied Mathematics
Sunlite Capital Corporation November 2012 - Present
Calamos Real Estate April 2011 - November 2012
Sunlite Capital Corporation 2009 - 2011
Jones Lang LaSalle 1996 - 2008
Bank of America 1993 - 1996
Credit Lyonnais 1985 - 1992
Freehling & Company 1981 - 1982
Skills
Real Estate, Private Equity, International, Finance, Consulting, Strategic Planning, Management, Leadership, Sales, Negotiation, Asset Management, Portfolio Management, Family Office, Mergers & Acquisitions, Investments
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (MBA), Finance; International Business
Northwestern University 1977 — 1981
Bachelor's degree, Economics
Vail Resorts March 2014 - Present
W.J. Bradley Mortgage Capital, LLC October 2012 - February 2014
Bank of America January 2005 - July 2012
Skills
Strategic Planning, Business Analysis, Business Development, Analytics, Microsoft Excel, Planning Budgeting &..., Strategic Financial..., Mortgage Banking, Leadership, Strategy, Finance, Financial Services, Analysis, Residential Mortgages, Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Management
Education
Northwestern University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Google January 2015 - Present
Google September 2014 - Present
Google May 2011 - September 2014
Google January 2011 - June 2011
Google July 2008 - January 2011
Google May 2007 - July 2008
ClearGauge, Inc. May 2005 - May 2007
Solucient February 2004 - March 2005
Northwestern University September 2002 - December 2003
Bank of America June 2003 - August 2003
Skills
Strategic Planning, Sales Operations, Change Management, Online Marketing, SEM, Online Advertising, Integrated Marketing, PPC, Digital Marketing, Web Analytics, Management, Google Analytics, Marketing ROI
Education
Northwestern University 2002 — 2003
Master of Science (M.S.), Integrated Marketing Communications
The Ohio State University 1996 — 2000
BA, French, Economics
Finneytown High School 1992 — 1996
HS Diploma
Bank of America September 2012 - May 2013
Bank of America January 2009 - November 2012
Merrill Lynch October 2006 - January 2009
Skills
Economics, Currency, Valuation, Foreign Exchange, Fixed Income, Strategy, Portfolio Management, Emerging Markets, Options, Capital Markets, FX Options, Derivatives, Macroeconomics, Hedge Funds, Equities, Financial Markets, Structured Products
Education
Northwestern University 2005 — 2006
MA, Economics
University of California, Santa Cruz 1997 — 1999
BA, Mathematics
PNC Financial Services Group May 2013 - Present
Ally Financial Inc. February 2010 - April 2013
Fannie Mae June 2006 - February 2010
SAS Institute Inc. June 2004 - June 2006
Bank of America June 2000 - September 2000
Skills
Quantitative Analytics, Quantitative Finance, Statistical Modeling, Time Series Analysis, Market Risk, R, Operations Research, VBA, Derivatives, Statistics, Monte Carlo Simulation, Data Mining, SAS programming, Fixed Income, Risk Management, Matlab, Financial Modeling, Analysis, Portfolio Optimization, Finance, Optimization, Portfolio Management, Structured Finance, Interest Rate..., Bloomberg, Hedging, Structured Products, Options, Financial Engineering, MBS, Capital Markets, Valuation, ALM, Credit Derivatives, ABS, Python, Econometrics, Equity Derivatives
Education
Northwestern University 1997 — 2004
Ph.D., M.S., Operations Research
University of Science and Technology of China 1991 — 1997
M.S., B.S., Mathematics
Bank of America 2007 - 2010
HSBC - North America 2005 - 2006
Washington Mutual 2003 - 2004
LifeSource Blood Services 2001 - 2002
Hewitt Associates 1998 - 2001
Second Harvest 1994 - 1997
Citicorp Services - PPD 1989 - 1991
Skills
Corporate Communications, Proofreading, Public Relations, Marketing Communications, Internal Communications, Non-profits, Journalism, Strategic Planning, Editing, Fundraising, Crisis Communications, Leadership, Media Relations, CRM, Nonprofits, Management
Education
Northwestern University
Master of Science, Journalism
Northwestern University
Northern Trust July 2000 - Present
Bank of America 1994 - 2000
Continental Bank 1985 - 1994
Continental Bank 1985 - 1994
Skills
Portfolio Management, Strategic Planning, Alternative Investments, Investments, Financial Analysis, Wealth Management, Banking, Financial Services, Mutual Funds, Asset Allocation, Finance
Education
Northwestern University - Kellogg School of Management 1983 — 1985
M.M., Finance, Accounting
Northwestern University 1975 — 1979
Bachelor of Arts (B.A.), Anthropology and Psychology
Bank of America Director, Regional Public AffairsFannie Mae2003 - 2005
Education
Northwestern University 2001 — 2003
Healthbox June 2015 - Present
North Fork Ventures 2010 - Present
Groupon 2013 - 2015
Groupon 2012 - 2013
Bank of America 2011 - 2012
Bank of America 2006 - 2011
Sg2 2004 - 2005
Skills
Financial Reporting, Financial Modeling, Due Diligence, Risk Management, Fixed Income, Credit Derivatives, Structured Products, Banking, Strategic Planning, Credit Risk, Analysis, Derivatives, Finance, Forecasting, Operational Strategy, Structured Finance, Credit, Business Analysis, Corporate Finance, Capital Markets, Equities, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, Entrepreneurship
Northwestern University 2000 — 2004
BS, Biomedical Engineering, concentration in Biomechanics
Bank of America April 2006 - February 2009
Bank of America April 2005 - April 2006
Bank of America March 2004 - April 2005
Bank of America February 2001 - March 2004
SBC July 2000 - February 2001
SBC September 1999 - July 2000
Northwestern University September 1998 - September 1999
Skills
Capital Markets, Enterprise Architecture, IT Strategy, Leadership
Education
Northwestern University
Pre-Graduate MBA Certification
Northwestern University
BS, Computer Science
Javlin Capital LLC December 2011 - Present
TXU December 2010 - November 2011
Precision Recovery Analytics, Inc. May 2009 - December 2010
Sallie Mae Corporation November 2007 - November 2008
Texas United Bancshares, Inc. June 2006 - August 2006
Bank of America August 2003 - April 2005
Skills
Financial Modeling, Data Analysis, Relationship Management, Analysis, Financial Analysis, Portfolio Management, Finance, Debt, Due Diligence, Valuation, Credit, Investments, Risk Management, Corporate Finance, Banking, Credit Analysis, Private Equity, Credit Risk, Analytics, Strategic Financial..., Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
Northwestern University 1998 — 2002
BA
Chicago Trading Company August 2014 - Present
Ravus Trading February 2013 - June 2014
Getco LLC May 2007 - June 2013
Bank of America March 2001 - May 2007
UBS 1998 - 2001
The Revere Group 1996 - 1997
Skills
Agile Methodologies, Derivatives, Distributed Systems, Electronic Trading, Equities, Exchange Connectivity, Fixed Income, High Frequency Trading, Java, Linux, Low Latency, Market Data
Education
Northwestern University 1998 — 2000
MITP, IT
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Cox Communications January 2000 - Present
PacifiCare Health Systems January 1998 - January 2000
Safeguard Health Enterprises January 1997 - January 1998
J.H. Bryant, Jr. Inc. January 1996 - January 1997
Bank of America January 1982 - December 1996
Skills
Telecommunications, Management, Integration, System Administration, Servers, Project Management, Account Management, Telephony, Cold Calling, Leadership, Process Improvement, Strategic Partnerships, Social Media, Customer Service, Online Advertising, Sales, Cross-functional Team..., Marketing, Data Center, Direct Marketing, Direct Sales, Vendor Management
Education
Northwestern University 1970 — 1974
BS
JPMorgan Chase May 2012 - Present
St. Francis De Sales 2002 - Present
JPMorgan Chase October 2011 - May 2012
Spry Solutions Group September 2010 - October 2011
Bank of America April 2009 - September 2009
ABN AMRO Bank N.V. February 1980 - October 2008
ABN AMRO 2004 - 2006
ABN AMRO Incorporated. 2002 - 2004
ABN AMRO Bank N.V. 1997 - 2002
ABN AMRO Bank N.V., 1988 - 1997
Skills
Banking, Export, Financial Risk, Risk Management, Credit Risk, Credit, Capital Markets, Loans, Portfolio Management, Credit Analysis, Treasury Management, Cash Management, Financial Services, FX Options, Internal Audit, Management, Finance, Leadership, Securities, Analysis, Auditing, Process Improvement
Education
Northwestern University 1982 — 1985
Business
Sears Holdings Corporation March 2010 - Present
Travelport 2008 - March 2010
ServiceLive.com 2010 - 2010
G2 Switchworks January 2007 - March 2008
Bank of America 2003 - 2007
Borland 2001 - 2003
Darc Corporation 1999 - 2001
Isix Software 1999 - 2001
Cognitive Arts 1996 - 1999
Institute for the Learning Sciences 1994 - 1996
Skills
Java, Oracle, Agile Methodologies, SQL, Unix, DB2, XML, Subversion, Software Development, Project Delivery, Linux, Core Java, E-commerce, Web Services, Requirements Analysis
Education
Northwestern University 1990 — 1994
BA, Cognitive Science, Artificial Intelligence
Bank of America April 2001 - Present
LaSalle Bank 2001 - 2007
Leo Burnett 1998 - 2001
Red Car 1995 - 1998
Fujikawa Johnson 1994 - 1995
Ogilvy & Mather 1990 - 1995
Skills
Project Management, Fashion Design, Sewing, Sewing Instruction, Marketing Communications, Employee Engagement, Corporate Communications, Program Management, Event Planning
Education
International Academy of Design & Technology (IADT) 2007 — 2010
Associate's degree
Northwestern University
BA
Graham Associates March 2001 - Present
MB Financial Bank August 2002 - January 2006
Bank of America July 1990 - March 2001
Education
Northwestern University 1978 — 1980
American Bankers Association, Graduate Trust School
West Virginia University College of Law 1973 — 1976
JD, Law
West Virginia University 1972 — 1973
MBA, Finance
West Virginia University 1969 — 1972
BSEc, Economics
Bank of America July 2015 - Present
Bank of America May 2015 - July 2015
Bank of America June 2014 - April 2015
Bank of America December 2012 - June 2014
Bank of America April 2012 - December 2012
Bank of America 2010 - May 2012
Bank Of America 2006 - 2010
Bank of America 2001 - 2006
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Education
Northwestern University 1986 — 1990
Bachelor's degree, Human Development & Social Policy - Organizational Studies
Bank of America December 2007 - Present
Tierney Communications 2003 - November 2007
WTXF-TV FOX 29 2002 - 2003
WCIA Champaign 2000 - 2002
Skills
Integrated Marketing, Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Public Relations, Media Relations, Thought Leadership, Marketing Management, Internal Communications, Press Releases, Strategy, Management, Digital Strategy, Corporate Communications
Education
Northwestern University 1994 — 1998
Bachelor's of Science, Journalism
Charles Schwab March 2014 - Present
Jefferies & Company August 2011 - February 2014
Conversus Asset Management July 2007 - July 2009
Bank of America September 2006 - July 2007
CSC Consulting August 2004 - September 2006
Education
University of Chicago 2009 — 2011
MBA, Finance, Accounting and Entrepreneurship
Northwestern University 2000 — 2004
B.S., Industrial Engineering and Major in Economics
Taipei American School 1996 — 2000
IB Diploma
Bank of America August 2008 - Present
Fannie Mae 1994 - 2007
ICF Consulting 1989 - 1994
Arthur Young 1980 - 1989
The Service Bureau Company May 1977 - March 1980
Skills
Managerial Finance, Management, Process Improvement, Budgets, Basel II, Leadership, Risk Management, PMP, Auditing, Sarbanes-Oxley Act, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Finance
Northwestern University 1971 — 1975
BA, History
Bank of America July 2011 - Present
Open Text April 2007 - August 2011
Open Text - Client Motorola 2010 - 2010
Motorola 2010 - 2010
Vignette 2007 - 2009
Mototola Inc. 2006 - 2007
Skills
Vignette, Enterprise Content..., Enterprise Architecture, Weblogic, SOA, Java Enterprise Edition
Education
Northwestern University 2004 — 2006
Bank of America Senior Applications ArchitectInterwise2002 - 2006
Education
Northwestern University 1991 — 1995
Bank of America March 2002 - Present
Education
Northwestern University 1998 — 2002
BS
Bank of America July 2012 - Present
Bank of America June 2011 - June 2012
United Airlines July 2010 - September 2010
Education
Northwestern University 2007 — 2011
B.A, Economics & Philosophy
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
Bartholomew Communications 2007 - Present
Baseline Magazine 2006 - 2008
IndustryWeek 1996 - 2002
InformationWeek 1991 - 1996
Bank of America 1980 - 1984
Skills
Magazines, Feature Articles, Publications, Editing, Newspapers, Publishing, Digital Marketing, Social Media
Education
Northwestern University
BSJ, Journalism
JP Morgan Chase October 2001 - Present
Wells Fargo Bank April 1997 - October 2001
Bank of America February 1987 - April 1997
Skills
Banking, Commercial Banking, Credit, Financial Services, Treasury Management, Risk Management, Commercial Lending, Cash Management, Portfolio Management, Credit Risk, Relationship Management, Credit Analysis, Fixed Income
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Northwestern University
BSS, Communications and Theatre Arts
Perquest, Inc. 2008 - Present
Consulting March 2011 - March 2011
Perquest, Inc. 2008 - 2010
Consulting 2004 - 2008
Bank of America 2002 - 2004
ADP, ProBusiness Division 2001 - 2001
ADP, Business Services Division 1985 - 2000
Education
Silicon Valley College 2000 — 2000
Web Designer, Web design and development
Orange Coast College 1981 — 1983
None, Accounting
Northwestern University 1973 — 1976
Mathematics
Bank of America January 1999 - Present
Bank of America December 1985 - August 1998
Skills
Credit Cards, Six Sigma, Financial Analysis, Microsoft Excel
Education
De Paul University Chicago 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
St Xavier College Chicago 1977 — 1980
Bachelor's degree, Accounting and Business/Management
Northwestern University 1975 — 1977
Associate of Arts (A.A.), Accounting and Finance
Bank of America Merrill Lynch January 2010 - Present
Bank of America December 2003 - December 2009
Education
Northwestern University 1992 — 1996
PhD, Engineering
Elaine Denenberg February 2013 - Present
American Association of Advertising Agencies February 2013 - May 2013
PowerAdvocate 2012 - 2012
The Brattle Group 2009 - 2012
Wellington Management 2007 - 2007
Bank of America 2004 - 2006
Federal Reserve Bank of Boston 2004 - 2004
Skills
Economics, SAS, Data Analysis, Statistics, Qualitative Research, Quantitative Analytics, Public Speaking, Leadership, Econometrics, Community Outreach, Analysis, Nonprofits, Research, Stata, Valuation, Financial Modeling, Quantitative Research, Policy Analysis, Strategy, Management
Education
Northwestern University
4A's Advertising Course
Northeastern University, Honors Program 2005 — 2009
Bachelor of Science, Economics, Minored in Mathematics
Gann Academy 2000 — 2004
Cathay Bank December 2014 - Present
Cathay Bank February 2012 - November 2014
Warner Bros. Entertainment Group of Companies November 2011 - January 2012
DIRECTV, Inc. (Accretive Solutions) July 2011 - October 2011
Curt Cassingham, Inc. August 2003 - July 2011
Bank of America January 2011 - April 2011
Technicolor June 2001 - July 2003
GTE/Verizon December 1998 - May 2001
GTE November 1993 - November 1998
Skills
Auditing, Sarbanes-Oxley Act, Governance, Forecasting, Financial Reporting, Internal Controls, IT Audit, Process Improvement, Internal Audit
Education
Pepperdine University 1987 — 1988
MBA, Finance
Northwestern University 1981 — 1985
BA, Economics
Merrill Lynch 2009 - 2014
UBS Wealth Management 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1996 - 2003
Bank of America 1990 - 1996
Education
Northwood University 1981 — 1985
BBA, Marketing and Management
Northwestern University
Graduate of ABA-sponsored National Graduate Trust School Program
University of Notre Dame
Graduate of Cannon Trust School Program
Bank Of America March 1993 - November 2011
Chicago Research and Trading January 1985 - March 1993
Computer Innovations January 1980 - January 1985
Skills
Fixed Income, Electronic Trading, Derivatives, Sybase, Capital Markets, Market Risk, Risk Management, Financial Risk, Equity Derivatives, Equities, Options, Banking, SDLC, Trading Systems, Credit Risk, Credit Derivatives, Enterprise Architecture, Portfolio Management, Investment Banking, IT Strategy, Perl, Oracle, XML, C++, Java, HTML, Unix, Business Analysis, Systems Engineering, ETL, Disaster Recovery, Weblogic Administration, APLUS, C/C++ STL, Market Data, Trading, Quantitative Finance, Financial Markets, Operational Risk, Basel II, FX Options
Education
Northwestern University 1975 — 1979
BA, Astronomy
Bank of America October 2012 - February 2014
Bank of America October 2008 - October 2012
Bank of America May 2005 - October 2008
Skills
Team Building, Team Leadership, Six Sigma, Analysis, Data Analysis, Seven Habits of Highly..., Risk Management, Time Management, Process Improvement, Pianist, Vocal Coaching, Vocalist, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Resume Writing, Public Speaking, Business Process..., Business Process Mapping, Employee Training, Procedure Review, Event Planning, Interpersonal Skill, Ice Breakers, Training, Call Centers, Leadership, Mortgage Lending, Deposits, Software Documentation, AML, Banking, Marketing, Access, Performance Management, Retail Banking, Visio, Teamwork, Finance, Customer Experience
Education
The University of Texas at Dallas 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
Richland College 2013 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 4.0
Northwestern State University 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies, 3.0 GPA
Iberia Bank Mortgage 2014 - Present
NOLA Lending Group January 2014 - 2014
Fidelity Homestead Savings Bank February 2012 - 2013
Fidelity Homestead Savings Bank November 2008 - February 2012
Bank of America October 2005 - August 2008
Wells Fargo Advisors 2003 - 2005
Skills
Loans, Credit, Banking, Commercial Banking, Process Improvement, Team Building, Strategic Planning, Sales Management
Education
Northwestern State University 1998 — 2000
Coldwell Banker August 2009 - Present
Bank of America May 2008 - April 2010
LaSalle Bank January 2004 - May 2008
LaSalle Bank January 1999 - January 2004
Walgreens March 1997 - January 1999
Skills
Employee Engagement, Employee Relations, Performance Consulting, Training, Residential Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Home Sellers, Luxury Homes, Lakefront Homes, Relocation, Online Marketing, Direct Marketing, New Home Construction, Succession Planning, Leadership, Human Resources, Personnel Management, Management, Change Management
Education
Northwestern University
Bachelor of Arts, Economics
Purdue University
Master, Business Administration
US Bank Private Client Reserve Board MemberCOCA
US Bank 1999 - Present
St. Louis Science Center 2010 - 2011
Dance St. Louis 2005 - 2011
Contemporary Art Museum St. Louis 2004 - 2011
Special Education Foundation 2000 - 2011
Bank of America 1976 - 1997
Bank of America 1976 - 1997
Fordyce and Mayne 1972 - 1976
Skills
Wealth Management, Non-profits, Estate Planning
Education
Northwestern University School of Law 1969 — 1972
J.D.
Northwestern University 1965 — 1969
BA, Political Science
SunTrust Bank 2003 - Present
Bank of America January 1996 - June 2003
Skills
Banking, Consumer Lending, Retail Banking, Commercial Banking, Loans, Customer Service, Small Business Lending, Cross Selling, Mortgage Lending, Lines Of Credit, Credit, Coaching, Deposits, Leadership, Training, Loan Origination, Credit Analysis, Credit Risk, Branch Banking, Commercial Lending, Mortgage Banking, Branch Management, SBA, Home Equity Loans, Home Equity Lines of...
Education
Northwestern State University
Accounting and Finance
Citadel LLC July 2013 - Present
PEAK6 Investments LP February 2013 - July 2013
Toji Trading December 2011 - February 2013
Bank of America December 2010 - December 2011
Toji Trading January 2005 - November 2010
Bank of America March 2004 - January 2005
Connamara Systems, LLC October 2003 - February 2004
Rho Trading January 2002 - September 2003
Matlock Capital March 2001 - October 2001
Rock Island Securities June 2000 - March 2001
Skills
Software Development, Software Design, Trading Systems, Derivatives, Options, Risk Management, High Frequency Trading, Market Data, Equity Derivatives, Trading, Business Analysis, Linux, Java, C#, C++, Electronic Trading, SQL, Equities, Databases, Low Latency, Unix, Fixed Income
Education
University of Michigan
Bachelor of Arts, Economic theory
University of Chicago
Northwestern University
M.A, American History
Long and Foster Companies February 2013 - Present
Hilltoptop Advisors LLC 2012 - 2013
SunTrust Mortgage, Inc January 2007 - March 2012
2005-2006Saxon Mortgage Services, Inc April 2005 - December 2006
Charter One Mortgage Corp January 2001 - January 2005
Bank of America January 1991 - January 2001
Sovran Mortgage Corporation January 1984 - January 1991
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Change Management, Business Analysis, Strategic Planning, Microsoft Word, Credit Analysis, Mortgage Servicing, Loan Origination, Loans, Default, Auditing, Mortgage Lending, Process Improvement, Executive Management, Mortgage Banking, Management, Call Centers, Loss Mitigation, Accounting, Loan Servicing
Education
The School of Mortgage Banking"Northwestern University
Smithdeal Massey Business College
Stafford High School
Northwestern University
The School of Mortgage Banking"University of Maryland, College
University of Richmond
Pacific Coast Bankers' Bank January 2011 - Present
Bank of America March 1989 - October 2010
Skills
Capital Markets
Education
Southern Methodist University 1978 — 1980
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1974 — 1978
RBS Citizens Bank NA November 2012 - Present
Bank of America 1978 - 2012
Skills
Credit, Credit Risk, Credit Analysis, Banking, Leveraged Finance, Commercial Real Estate, Risk Management, Corporate Finance, Commercial Lending, Portfolio Management, Commercial Banking, Underwriting, Financial Structuring, Financial Modeling, Structured Finance, Capital Markets, Private Equity, Financial Analysis
Education
Northwestern University
BA Economics & Geography
Rensselaer Polytechnic Institute at Hartford
MS Finance
Fordham Prep
Bank of America February 1998 - Present
Education
The London School of Economics and Political Science (LSE) 1995 — 1997
Master of Science (MSc), Econometrics and Quantitative Economics
Northwestern University 1992 — 1995
Bachelor of Science (BS), Industrial Engineering and Management Science
Northwestern University 1992 — 1995
Bachelor of Science (BS), Applied Mathematics
University of Idaho 1990 — 1992
Mechanical Engineering