Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Nex-Tech March 2011 - Present
Bank of America 2010 - 2011
WestLink Communications 1999 - 2009
State of Kansas 1999 - 1999
Holiday Inn 1994 - 1999
Skills
Wireless, 3G, Sales Management, Account Management, Troubleshooting, Marketing Strategy, Customer Service, Routers, Telecommunications, Telephone, Internet, Staff Management, Communication, Retail Banking, Problem Solving, Problem Analysis, Collaborative Problem..., Cleaning, Reorganisation, Jack of all, Staff Development, Staff Supervision, Staff Retention, Coaching Staff, Mentoring Of Staff, Multi Tasking, Customer Satisfaction, Sales Process, Team Leadership, Direct Sales, Product Management, Team Building, Sales
Education
Barton County Community College 1995 — 1997
Associates, Criminal Justice/Emergency Medicine
Great Bend High School 1992 — 1995
General Studies
City of Miami March 2008 - September 2013
911 Computer Medics January 2005 - August 2007
Amouth Bank/Region Bank May 2005 - January 2006
Bank of America April 2004 - January 2005
Advance America March 2002 - March 2004
Skills
Customer Service, Computer Repair, Microsoft Office, Microsoft SQL Server, Accounting
Education
Barry University 2013 — 2016
Information Technology, Network & System Engineering, 3.0
Citi June 2015 - Present
National Futures Association February 2015 - Present
Citi June 2014 - August 2014
J.P. Morgan October 2013 - May 2014
Citi June 2013 - August 2013
NYSE Euronext February 2013 - May 2013
Bank of America 2010 - 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Consumer Direct Mortgage, A division of Firstbank November 2014 - Present
Consultant October 2013 - October 2014
Bank of America January 2009 - October 2013
Bank of America January 2005 - December 2009
ADR Financial Solutions January 2001 - January 2003
Extended Stay America January 2000 - August 2001
Prudential January 1998 - January 1999
Barry University January 1996 - December 1997
Stellar Maritime January 1994 - January 1996
Arby's Corporation January 1991 - January 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Financial Analysis, Analysis, Risk Management, Finance, Accounting, Auditing, Banking, Credit, Credit Analysis, Loan Origination, Loans, Mortgage Banking, Portfolio Management, Residential Mortgages, Training
Education
Barry University 1991 — 1998
Masters, Business Administration
Barry University 1985 — 1989
B.Sc, Economics/Finance
Macy's October 2014 - December 2014
The Ross Companies January 2013 - June 2014
Empire Wealth Strategies October 2012 - December 2012
JP Morgan Chase April 2010 - October 2012
Advance Auto Parts April 2009 - April 2010
Kroger December 2006 - March 2009
Bank of America June 2005 - September 2006
Social Security Administration September 2003 - June 2005
Skills
Series 6, Mutual Funds, Retirement Planning, Loans, Series 63, Supervising, Financial Analysis, Fixed Annuities, Variable Annuities, Operations Management, Merchandising, Employee Benefits, Compensations, Notary Public, Banking, Budgets, Credit, Mortgage Banking, Hiring, Interviewing Skills, Benefits Administration, Life Insurance, Health Insurance, Disability Insurance, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint, Succession Planning, Buy-sell Agreements, Split-dollar Planning, Financial Statement..., P & L, SmartOffice, Mac OS, Windows 7, Professional Writing, Blogging, Political Campaigns, Customer Service, Sales, Social Media Marketing, Logistics, Financial Accounting, Management Accounting, Negotiation, Strategy, Promotions, Event Planning
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Accounting
The University of Akron 1999 — 2003
Bachelor's Degree, BS in International Business and BS in Marketing
Regions Financial Corporation December 2008 - Present
Citibank North America Global Consumer Group February 2005 - December 2008
Citibank February 2005 - December 2008
Regions Bank September 2004 - February 2005
Bank of America February 2004 - February 2005
Bank of America August 1997 - September 2004
Bank of America April 1999 - May 2001
First Union May 1978 - August 1997
First Union 1985 - 1997
Skills
Exempt Level Recruiting, Generalist, Cross-functional Team..., Employee Benefits, Risk Management, Leadership, Auditing, Recruiting, Employee Relations, Banking, PeopleSoft, Performance Management, Human Resources, Talent Management, Talent Acquisition, Personnel Management, Commercial Banking, Loans, Deferred Compensation, Relationship Management, HRIS, Retail Banking, SDLC, College Recruiting, Training, Temporary Placement, Succession Planning, Negotiation, Internet Recruiting, Consulting, Hiring, Management, Sourcing, Onboarding, Cold Calling, Finance, Sales, Applicant Tracking..., Coaching, Interviews, Taleo, Customer Retention, Technical Recruiting, Employee Engagement, Workforce Planning, Employee Training, New Hire Orientations, Benefits Administration, Screening Resumes, HR Policies
Education
Barry University 2005 — 2010
Bachelor of Science, Professional Studies; Human Resources
Barry University 2005 — 2009
Maters of Science - Major in Management, Business Management and Human Resources
Wells Fargo June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
Bank of America July 2009 - August 2014
Gap Inc./Banana Republic July 2010 - April 2011
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Credit, Valuation, Credit Risk, Risk Management, Customer Service, PowerPoint, Finance, Commercial Banking, Access, Cash Management, Loans, Financial Services, Credit Cards, Bloomberg, Retail Banking, Financial Risk, Deposits
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Localytics August 2015 - Present
Appirio August 2014 - August 2015
Oracle May 2012 - August 2014
Ally Financial Inc. June 2010 - May 2012
Bank of America April 2006 - June 2010
Rewards Network Inc. 2002 - 2006
Rewards Network February 2001 - April 2002
Rewards Network March 2000 - February 2001
Skills
Email Marketing, Mobile Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Marketing Communications, E-commerce, Strategic Planning, Marketing Management, Customer Service, Mobile, Web Analytics, SaaS, Salesforce.com, Responsys Interact, ExactTarget, Omniture, Coremetrics Analytics, Contract Negotiation, Online Advertising, Email Marketing Software, Rewards Programs, Banking, Internet Banking, Data Mining, Marketing Automation, Marketing Analytics, Operating Budgets, Mobile Devices, Multi-channel Marketing, Enterprise Software, CRM, Leadership, Direct Marketing, Strategy, Marketing, PPC, SEO Audits, Analytics, Customer Acquisition, Database Marketing, Lead Generation
Education
Barry University 2002 — 2004
Master of Business Administration (MBA), Business
Barry University 1999 — 2001
BS, Marketing
Miami High 1988 — 1991
High School Diploma
Macy's August 2011 - September 2014
Coach January 2011 - May 2011
Coach September 2010 - January 2011
De Beers August 2009 - February 2010
Sprint Nextel August 2008 - May 2009
Bank of America November 2007 - March 2008
American Eagle Outfitters October 2004 - October 2007
Skills
SAP, Essbase, Microsoft Office, Excel, Word, PowerPoint, Outlook, Internet Explorer, JDA, A3, Mainframe, Planning, Research, Inventory Management, Merchandising, Forecasting, Financial Analysis, Retail, Analysis, Financial Planning, Microsoft Excel, Project Planning, Microsoft Word, Training, Management, Time Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Economics
MB Financial Bank February 2011 - Present
Wells Fargo July 2007 - January 2011
Wachovia November 2007 - December 2009
Wachovia May 2006 - May 2007
Wachovia July 2005 - April 2006
Bank of America May 2004 - February 2005
Bank of America January 2004 - February 2005
Bank of America January 2003 - December 2003
Skills
Life Licenses, Coaching, Human Resources, Banking, Retail Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Customer Service, Series 7, Team Building, Lines Of Credit, Investments, Risk Management, Sales
Education
Barry University 2008 — 2010
Masters, MBA
Florida Atlantic University 2002 — 2006
Bachelor, Business Administration; Management and Marketing - 2006
National Urban Fellows, Inc. June 2011 - August 2012
City of Beverly Hills August 2011 - June 2012
Habitat for Humanity of Greater Los Angeles 2010 - 2011
Bank of America January 2001 - February 2010
Skills
Public Policy, Community Outreach, Public Speaking, Non-profits, Event Planning, Program Management, Strategic Planning, Fundraising, Program Development, Volunteer Management, Grant Writing, Research, Community Development, Leadership, Policy, Public Relations, Marketing, Budgets, Organizational..., Customer Service, Strategy, Editing, Team Building, Analysis, Event Management, Project Management, Leadership Development, Social Media, Program Evaluation, Grants, Economic Development, International Relations, Philanthropy, Government, Proposal Writing, Policy Analysis, Workshop Facilitation, Strategic Communications, Staff Development, Political Campaigns, Non-profit..., Politics, Qualitative Research, Community Organizing, International..., Data Analysis, Capacity Building, Corporate Social..., Youth Development, Spanish
Education
City University of New York-Baruch College 2011 — 2012
Masters in Public Administration (M.P.A), National Urban Fellow
University of California, Riverside 2004 — 2006
Bachelor of Arts (B.A.), Psychology
Miami Dade Aviation Department August 2013 - Present
Bank of America August 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Visio, Access, Call Centers, Management, Troubleshooting, Customer Service, HTML, Loans, Mortgage Lending, C++, SDLC
Education
New Horizons Computer Training Center 2013 — 2013
MCITP, Network, CCNA, Microsoft, n/a
Barry University 2010 — 2012
BS, Information Technology
Florida International University February 2014 - Present
Florida International University April 2012 - February 2014
Bank of America October 2007 - April 2011
Skills
Raiser's Edge, Image Now, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Account Reconciliation, Community Outreach, Customer Service, Data Analysis, Data Entry, Event Management, Fundraising, Higher Education, ImageNow, Leadership, Outlook, Public Speaking, Research, SharePoint, Spanish, Time Management, Volunteer Management, Nonprofits, Financial Reporting, Financial Analysis, QuickBooks, Budgets, Finance, Accounting, Event Planning
Education
Barry University 2011 — 2013
Bachelor of Science (B.S.), Administration; Human Resources
Miami Dade College 2006 — 2010
Associate of Arts (AA), Business Administration
Lane Bryant December 2010 - Present
Bank of America November 2007 - August 2008
Education
Barry University 2011 — 2014
Bachelor's degree, Biology/Pre-Physical Therapy
Miami Dade College 2004 — 2008
Associate of Arts and Sciences (A.A.S.), Pre-Physical Therapy Studies
EverBank April 2012 - Present
Bank of America May 1996 - March 2012
Bank of America October 1986 - May 1996
Skills
Talent Acquisition, Recruiting, Banking, Technical Recruiting, Relationship Management, Financial Services, Applicant Tracking..., Sourcing, Cold Calling, Contract Recruitment, Sales, Mortgage Lending, Employee Benefits, Human Resources, Interviews, Management, Training, CRM, Leadership, Credit Analysis, Performance Management, Loan Origination, Screening Resumes, Credit, College Recruiting, Onboarding, Personnel Management, Employee Engagement, Risk Management, Loans, Credit Risk, Retail Banking, Internet Recruiting, Talent Management, Building Relationships, Business Development, Hiring, Employee Relations, Change Management, Benefits Negotiation, PeopleSoft, Vendor Management, Temporary Placement, Finance, SDLC, Deferred Compensation, Coaching, HRIS
Education
Barry University 1980 — 1984
Bachelors of Science, Management
Bank of America December 2014 - Present
Mende & Associates May 2012 - November 2014
Verizon Wireless September 2005 - November 2011
JC Penney August 2001 - September 2005
Thom McAn 1990 - 1995
Skills
Product Marketing, Customer Service, Business Communications, Management, Team Building, Leadership, Sales Management, Forecasting, Employee Training, Analytical Skills, Sales, Store Management, Customer Relations, Staff Development, Analytical Approach, Training & Development, Job Coaching, Human Resources, Financial Reporting, CRM, Training, Budgets, Customer Satisfaction, Hiring, Retail, Coaching, Analysis, Marketing
Education
Nova Southeastern University 2013 — 2015
Master's degree, Accounting
Barry University 2006 — 2009
Master of Business Administration (MBA), Business Administration
Florida International University 1997 — 1999
Bachellor, Finance
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
Bank of America April 2015 - Present
Online Vacation Center February 2010 - February 2015
Norwegian Cruise Line January 2009 - January 2010
International Rescue Committee November 2008 - December 2008
DirecTv June 2006 - January 2007
DirecTv May 2005 - September 2005
Skills
Cruises, Tourism, Travel Management, Vacation, Leisure Travel, Hotels, Hospitality, Online Travel, Tour Operators, Business Travel, Travel Technology, Travel Insurance, Amadeus, Customer Service, Management, Event Management, Marketing, Sales, Event Planning, Social Networking, Leadership, Microsoft Excel, Social Media Marketing
Education
Barry University 2004 — 2008
Bachelor's degree, Criminology
Miami Carol City Sr. High 2000 — 2004
New Generation Fitness 2.0 June 1997 - Present
JP Morgan Chase January 2012 - August 2013
JPMorgan Chase June 2010 - January 2012
JPMorgan Chase December 2008 - June 2010
Bank of America January 2008 - December 2008
Perks and Provisions January 2008 - October 2008
The Coca-Cola Company October 2006 - April 2007
Skills
Business Analysis, Personal Training, Requirements Gathering, Banking, Credit, Mortgage Lending, Process Improvement, Financial Services, Mortgage Servicing, Coaching, Selling Skills, Software Documentation, Training
Education
University of Oklahoma 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Liberal Arts and Sciences/Liberal Studies
Barton County Community College 1988 — 1990
Associate of Arts (A.A.), Sports Studies
Relias Learning November 2014 - Present
Relias Learning October 2012 - November 2014
Bank of America February 2012 - October 2012
Hertz August 2011 - February 2012
Hertz on Demand October 2009 - August 2011
Washington Mutual June 2004 - August 2008
Education
City University of New York-Baruch College 2006 — 2011
BA
Envision EMI / LeadAmerica January 2005 - Present
LeadAmerica January 2005 - August 2012
Department of Defense - U.S. Army Reserve Command (81st Regional Readiness) 1999 - 2005
US Army / U.S. Army Reserve 1985 - 2005
Bank of America 1989 - 1999
Skills
Leadership, Public Speaking, Organizational..., Strategic Planning, Leadership Development, Program Management, Team Building, Team Leadership, Research, Budgets, Government, Staff Development, Training, Operations Management, Employee Training, Community Outreach, Fundraising, Customer Service, Management, Strategy
Education
Barry University 2009 — 2012
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Bowling Green State University 1981 — 1985
Bachelor of Science in Business Administration (B.S.B.A), Mgt. Info. Sys.; Military Science
Sultana Law, P.A. April 2015 - Present
Hall Harrison Law, P.A. February 2014 - April 2015
Bank of America May 2009 - July 2010
University at Buffalo August 2005 - May 2009
Sears, Roebuck and Co. April 2008 - August 2008
Skills
Legal Research, Legal Writing, Legal Assistance, Civil Litigation, Courts, Microsoft Office, Mediation, Westlaw, Trials, Litigation, Legal Issues, Family Law
Education
Barry University - Dwayne O. Andreas School of Law 2010 — 2013
Doctor of Law (JD), Law
State University of New York at Buffalo 2004 — 2009
Bachelor of Arts (BA), Social Sciences
Paramount Residential Mortgage Group Inc. (PRMG Inc.) March 2015 - Present
Caliber Home Loans September 2013 - March 2015
Residential Finance January 2013 - August 2013
City1st Mortgage Services, LLC June 2012 - January 2013
New Penn Financial, LLC December 2010 - June 2012
Embrace Home Loans November 2009 - December 2010
Bank of America March 2008 - November 2009
The Regal Group, LLC October 2004 - March 2008
Wells Fargo Home Mortgage October 2001 - October 2004
Banc one financial services 1998 - 2001
Skills
Mortgage Banking, Private Lending, Residential Mortgages, iPhone, FHA, Mortgage, Mortgage Lending, VA, Loans, Mortgage Industry, Referrals, Customer Service, Conventional, Refinance, VA loans, Loan Origination, Investment Properties, Conforming, First Time Home Buyers, Credit, Purchase, Residential, Foreclosures, Mortgage Planning, FHA financing, Condos, First Time Buyers, Investments, Residential Homes, Finance, USDA, Certified Mortgage..., Real Estate, Sellers, Short Sales, Construction Loans, Loss Mitigation, Mortgage Underwriting, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Underwriting, Reverse Mortgages, Home Equity Loans, Mortgage Marketing, Portfolio Management, REO
Education
Barry University 2002 — 2004
Business Administration
Miami Dade College 1994 — 2000
Business Administration
Coldwell Banker RE 2012 - 2015
Attorneys' Title Fund Services, LLC 2013 - 2014
Bank of America 2009 - 2010
EAGLES TRUST TITLE SERVICES 2004 - 2008
Skills
Investment Properties, Negotiation, Mortgage Lending, Small Business, Marketing, Financial Analysis, Finance, Entrepreneurship..., Business Consulting, Banking, Title Insurance, Event Speaking, Coaching, Title I, Commercial Real Estate, Sales
Education
Barry University - Dwayne O. Andreas School of Law 2012 — 2015
Doctor of Law (J.D.)
Nova Southeastern University 2008 — 2011
Finance, General
Transamerica January 2013 - July 2013
Bank of America 1989 - 2011
Skills
HR Strategy, Talent Acquisition, Banking, Compensation Planning, HR Policies, Performance Management, Employee Relations, Succession Planning, Recruitment/Retention, Global HR, Talent Development, Organizational..., Learning, Business Strategy, Profit Center Management, Human Resources, Talent Management, Recruiting, Commercial Banking, Culture Change, Financial Services, HR Consulting, Personnel Management, Change Management, Credit, Deferred Compensation, Employee Engagement, Organizational Design, Temporary Placement, Workforce Planning, Employee Benefits, HRIS
Education
Barton College
BS,, Business Administration, cum laude
University of Virginia
Graduate School of Bank Management, Banking
JPMorgan Chase September 2008 - Present
JPMorgan Chase May 2007 - September 2008
Bank of America January 2007 - May 2007
Bank of America January 2006 - January 2007
Education
Baruch College
Master of Business Administration (MBA), Finance, General
University of Bradford
Bachelor of Science (B.Sc.), Engineering
Regions Bank June 2012 - Present
Bank of America July 1994 - January 2009
Education
Nova Southeastern University 2011 — 2012
Masters, Accounting
Barry University
Bachelor in Business Administration, Certificate in Human Resources, Minor in Information Technology
Colony Capital October 2014 - Present
Pride Global January 2014 - September 2014
O'Connor Davies, LLP April 2013 - January 2014
Legacy Infiniti November 2011 - October 2012
5W Public Relations May 2011 - August 2011
Bank of America December 2009 - September 2010
Zale November 2007 - September 2009
Skills
Public Relations, CRM, Press Releases, Social Media, Microsoft Office, Event Planning, Advertising, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Networking, Project Management, Marketing Communications, Sales, Strategy, Marketing Management, Email Marketing, Microsoft Excel
Education
Baruch College 2009 — 2012
Bachelor's degree, Corporate Communication, Marketing, Advertising, and Business Psychology
Bank of America July 2015 - Present
GroupArgent February 2013 - January 2015
Investment Management Group January 2012 - October 2014
Bank of America June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses June 2012 - August 2012
Dr. Jafri Cardiologist and Internal Medicine October 2011 - June 2012
Steve Madden June 2010 - August 2010
Education
Macaulay Honors College 2011 — 2015
Baruch College 2011 — 2015
Herricks High School 2007 — 2011
Marlins Park March 2014 - Present
Bank of America June 2014 - December 2014
Bank of America August 2013 - January 2014
YMCA August 2012 - June 2013
Year Up 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, AS400 system, Access, CISC1S, Outlook, Data Entry
Education
Miami Dade College 2011 — 2015
Year Up 2013 — 2014
Barry University 2011 — 2011
Mountain West Bank August 2009 - Present
Bank of America February 1992 - August 2009
American West Bank October 2006 - August 2008
Skills
Credit, Coaching, Team Building, Mortgage, Small Business, Financial Analysis, Risk Management, Small Business Lending, Loans, Insurance, Loan Origination, Commercial Lending, Customer Service, Credit Analysis, FHA, USDA, Residential Mortgages, Strategic Planning, Underwriting, Negotiation, Marketing, Sales, Customer Satisfaction, Real Estate, Consumer Lending, Mortgage Lending, Banking, Commercial Mortgages, Refinance, Mortgage Banking, VA loans, FHA financing, Retail Banking, Portfolio Management, Cash Management, Investments, Real Estate Financing
Education
Barstow Community College
Kansas State University
Centro July 2014 - Present
mParticle March 2014 - June 2014
VivaKi April 2013 - February 2014
VivaKi September 2010 - March 2013
Milabra June 2010 - August 2010
Amplify Sports and Entertainment May 2008 - December 2008
PNC Bank May 2006 - July 2007
Bank of America July 2005 - April 2006
JP Morgan Chase March 2003 - June 2005
American Express Financial Advisors June 2000 - March 2003
Skills
Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Behavioral Targeting, RTB, Ad Exchanges, Advertising, CRM, Marketing Strategy, Marketing, Strategy, PPC, Mobile Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Analytics, comScore, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
M.B.A, Marketing
Lafayette College 1996 — 2000
B.A., Economics/Business
C. Louise Imports Inc. August 2013 - Present
Bank of America May 2011 - August 2013
Capital One February 2009 - February 2011
JPMorgan Chase September 2008 - January 2009
Washington Mutual October 2004 - August 2008
Washington Mutual April 2003 - October 2004
Washington Mutual February 2002 - April 2003
Washington Mutual October 1997 - February 2002
Washington Mutual April 1996 - October 1997
Washington Mutual October 1994 - April 1996
Skills
Training, Leadership, Leadership Development, Cross-functional Team..., Change Management, Program Management, Management, Coaching, Team Building, Project Management, Business Development, Strategic Planning, Banking, Start-ups, Employee Training, Outsourcing, Forecasting, Sales, Sales Management, Process Improvement, Talent Management, Training Delivery, Performance Management, Customer Service, Program Development, Enterprise Software, Recruiting, Performance Improvement, Budgets, Consulting
Education
University of Phoenix
Management
Barry University
Business Administration
Miami Dade College
Business/Accounting
Victoria J Coe 2001 - Present
Catholic Charities CYO 1993 - 1999
Archdiocese of San Francisco 1988 - 1992
Bank of America 1985 - 1988
Skills
Marketing, Fundraising, Non-profits, Marketing Strategy, Grant Writing, Nonprofits, Philanthropy, Volunteer Management, Board Development, Annual Giving
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, marketing & management of organizations
Barnard College 1979 — 1983
BA, mathematics
Duxbury High School 1975 — 1979
www.Nystudents.net March 2015 - Present
Bank of America December 2011 - March 2015
Tenkaichi Corporation July 2011 - December 2011
Skills
Finance, Banking, Analysis, Accounting, Sales, Customer Satisfaction, Risk Management, Credit, Loans, Portfolio Management
Education
Bentley University 2006 — 2010
Bachelor, Corporate Finance & Accounting; Minor in Computer Information System
Baruch College, City University of New York (CUNY)
Master of Science (M.S.), Accounting
PricewaterhouseCoopers May 2015 - Present
PricewaterhouseCoopers October 2013 - May 2015
Bank of America January 2012 - October 2013
Bank of America July 2010 - December 2011
NC State University 2008 - 2010
IBM June 2008 - August 2008
IIT Kharagpur, India May 2006 - June 2006
Tata Technologies Ltd, India June 2005 - July 2005
Nipun Net Solutions Pvt Ltd, India May 2005 - June 2005
Skills
Perl, Java, SQL, C++, JavaScript, KDB, Python, Shell Scripting, Autosys, Equities, Electronic Trading..., OATS, Unix, Project Management, Application Support, Business Analysis, Data Analysis, VBA, Integration, Access, Spring, Risk Analytics, Compliance Analysis, Microsoft Excel, Operating Systems, Unix Shell Scripting, Requirements Analysis, Software Development, Databases
Education
City University of New York-Baruch College 2013 — 2016
Master of Business Administration (M.B.A.), Decision Sciences
North Carolina State University 2007 — 2009
Master of Science (MS), Computer Systems Networking & Telecom
National Institute of Technology Warangal 2003 — 2007
Bachelor of Technology (BTech), Computer Science and Engineering
Town Sports International April 2015 - Present
Bank of America January 2010 - January 2013
Bank of America September 2008 - January 2010
Skills
Public Speaking, PowerPoint, Teamwork, Microsoft Excel, Time Management, Microsoft Office, Customer Service, Leadership, Accounting, Research, Team Leadership, Microsoft Word, English, Financial Analysis, Outlook, Access, Community Outreach, Multilingual, French, Soninke, Wolof, Operations Management, Data Entry
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master's degree, Accounting
Strayer University (VA) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Publicis Touchpoint Solutions July 2014 - Present
inVentiv Health March 2014 - July 2014
inVentiv Health July 2013 - December 2013
Bank of America October 2011 - April 2013
Active Footwear Inc May 2008 - July 2009
Skills
Microsoft Office, Quickbooks, Office Administration, Customer Relations, Strategic Leadership, Observation, Project Coordination, Social Responsibility, Intuitiveness, Customer Service, QuickBooks, Leadership, Retail, Salesforce.com, Social Networking, Budgets, Online Marketing, Microsoft Excel, Event Management, Customer Satisfaction, PowerPoint, Cross-functional Team..., Teamwork, Social Media, Social Media Marketing, Management, Project Planning, Blogging, Advertising, Event Planning, Outlook, Merchandising, Analysis, Marketing Strategy, Analytics, Sales, Marketing, Team Leadership, Strategic Planning, Data Analysis, Market Research, Marketing Communications, Time Management, B2B, Risk Management, CRM, Business Planning, Business Development, Sales Management, Sales Operations
Education
Barry University 2007 — 2011
BS, Marketing
Senior Manager January 2014 - Present
Nova Southeastern University October 2012 - January 2014
Johnson and Wales Unversity August 2008 - July 2012
Sallie Mae April 2006 - 2008
USA Funds Services 2006 - 2008
Bank of America August 2004 - April 2006
Nelnet, Inc August 2003 - August 2004
Broward Community College 1999 - 2003
Skills
Leadership Development, Student Financial Aid, Sales, Recruiting, Leadership, Management, CRM, Training, Public Speaking, Strategic Planning, Spanish, Customer Service, Marketing Strategy, Higher Education, Selling, Marketing, Sales Management, Strategy, Budgets, Policy, Staff Development, Social Media Marketing, Team Building, Product Development, Admissions, Advertising, Competitive Analysis, Market Planning, Microsoft Office, Project Management, Access, Enrollment Management, Time Management, Customer Satisfaction, Community Outreach, Business Development, Salesforce.com, Coaching
Education
Broward College 2008 — 2008
Sub Teacher Certificate
Barry University 1998 — 2000
B.S.Business Administration, Business Administration
Goldman Sachs June 2014 - Present
Goldman Sachs September 2010 - May 2014
NYC Department of Small Business Services January 2010 - August 2010
Zagat Survey March 2009 - December 2009
Bank of America February 2006 - August 2007
HSBC Card Services April 2003 - February 2006
Skills
Financial Analysis, Financial Modeling, Investment Banking, Valuation, Business Analysis, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA
St. Francis Degree College 2000 — 2003
B Com
Hyderabad Public School - High School 1998 — 2000
Learners Academy
Franklin Templeton Investments June 2014 - Present
Neuberger Berman December 2013 - June 2014
The Burgiss Group December 2009 - November 2013
Goldman Sachs Asset Management 2004 - 2009
Bank of America November 2002 - May 2004
Goldman Sachs June 1999 - November 2002
Skills
Portfolio Management, Alternative Investments, Bloomberg, Financial Risk, Asset Management, Investments, Risk Management, Investment Management, Private Equity, Due Diligence, Hedge Funds, Asset Allocation, Venture Capital, Equities, Fixed Income
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration, Finance & Investments
Mas (farmhouse) January 2015 - Present
ABC Kitchen March 2014 - December 2014
Taylor Hodson Staffing June 2013 - March 2014
World Energy Forum May 2013 - August 2013
The Andrew Goodman Foundation October 2012 - February 2013
Bank of America August 2011 - May 2012
Bank of America July 2009 - August 2011
Skills
Social Media, Multilingual—fluent in..., International and..., Teamwork, Analysis, Customer Service, Management, Public Speaking, Microsoft Office, Advertising, Relationship Management, Process Improvement, Sales, Social Media Marketing, Community Building, Content Strategy, Community Outreach, Leadership, Research, Time Management, Public Relations
Education
Institute of Culinary Education 2013 — 2014
Culinary Arts
Queens College 2004 — 2009
Bachelor of Arts, Anthropology
Baruch College 2011 — 2012
EICAR The International Film School of Paris 2007 — 2008
Film Production
Bank of America June 2012 - October 2013
Eraclides Johns Hall Gelman Johannessen & Goodman, LLP 2011 - 2012
Skills
Corporate Law, Personal Injury, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Assistance, Pleadings, Courts
Education
Barry University 1999 — 2001
Bachelor's degree, Legal Studies, General, B
Fitch Ratings June 2015 - Present
Bank of America July 2012 - June 2015
Bank of America June 2011 - July 2012
Citigroup June 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Analysis, Capital Markets, Fixed Income, Credit Risk, Investment Banking, Portfolio Management, Credit Analysis, FX Options, Investments, Trading, Finance, Management
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments, 3.98 GPA
Sidley Austin LLP September 2014 - Present
Bank of America March 2014 - August 2014
Sidley Austin LLP September 2011 - February 2014
Sidley Austin LLP May 2010 - July 2010
Federal Trade Commission September 2009 - November 2009
AARP Foundation Litigation, Consumer Protection Division May 2009 - August 2009
Education
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), cum laude
Barnard College
Bachelor of Arts (B.A.), English Literature, magna cum laude
Fiserv April 2013 - Present
Ally Financial Inc. December 2009 - February 2013
Bank of America July 2009 - September 2010
Bank of America January 2006 - March 2009
Bank of America January 2000 - January 2006
Bank of America January 1995 - January 2000
Bank of New York (DE) January 1992 - January 1995
WSFS Bank January 1988 - January 1992
Chase Manhattan Bank January 1984 - January 1988
Skills
Program Management, Project Portfolio..., PMP, Project Management, Change Management, E-commerce, Solution Implementation, Sprints, Waterfall, Software Implementation, SDLC, Software Implementation..., Banking, Acceptance Criteria, Test Assurance, Test Management Tool, Process Engineering, Six Sigma, Risk Management, Credit Risk, Credit, Budgets, Strategic Planning, Business Strategy, Telecommunications, Software Development, Loss Prevention, Projects, Vendor Management, Clarity, Business Process..., Project Delivery, Requirements Gathering, Resource Management, PMO, Relationship Management, Financial Services, Data Warehousing, Visio, Requirements Analysis, Business Analysis, Software Project..., Process Improvement, Leadership, Service Delivery, Business Requirements, Management, Governance, Financial Risk, Enterprise Software
Education
Baruch College, City University of New York (CUNY)
Old Westbury College / University of Phoenix
Business
Villanova University
Six Sigma - Black Belt
ADP March 2015 - Present
Wells Fargo January 2013 - February 2014
Wells Fargo June 2011 - June 2012
Wells Fargo August 2010 - February 2011
Wells Fargo February 2010 - June 2010
Bank of America May 2007 - August 2007
The Charlotte Weekly 2005 - 2007
Wachovia Bank April 2006 - December 2006
UPTOWN Magazine 2003 - 2003
Vanguarde Media 2002 - 2003
Skills
Technical Writing, Social Networking, Editorial, Social Media Marketing, Magazines, Management, Editing, Writing, Small Business, Feature Articles, Marketing, Books, Ghostwriting, Budgets, Leadership, Media Studies, Social Media, Copy Editing, Ebooks, Customer Service, Team Building, Training, Research, Public Relations, Advertising, Book Coaching, Public Speaking, Storytelling, Strategic Planning, Strategic Communications, Content Management, Process Management
Education
LIU Brooklyn 1990 — 1994
MBA, Management
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, International Business
Frost Security Group LLC December 2009 - Present
Bank of America 2004 - 2014
Florida Atlantic University 2006 - 2010
Bank of America 2001 - 2004
Boca Raton Police Services Department 1986 - 2001
USAF Reserve 1983 - 1991
Lake Forest Police Department 1983 - 1985
USAF 1979 - 1983
Skills
Security, Enforcement, Investigation, Private Investigations, Criminal Justice, Criminal Investigations, Police, Homeland Security, Evidence, Background Checks, Public Safety, Internal Investigations, Leadership, Management, Surveillance, Crisis Management, Firearms, Policy, Fraud, Protection, Training, Criminal Law, Government, Physical Security, Corporate Security, Security Clearance, Patrol, Security Management, Asset Protection, Emergency Management, Risk Assessment, Access Control, Security Operations, Courts, Law Enforcement..., Executive Protection, Tactics, Intelligence, Counterterrorism, Interrogation, Litigation Support, Personal Protection, Intelligence Analysis, Computer Forensics, Risk Management, Supervisory Skills, Security Audits, Vulnerability Assessment, Crime Prevention, Loss Prevention
Education
FBI National Academy
198th Session
Nova Southeastern University
MPA, Public Administration
University of Virginia
Graduate Certificate, Criminal Justice Education
Nova Southeastern University
Public Administration - Doctoral Program
Barry University
Bachelor's degree
Bank of America June 2015 - August 2015
Baltimore City Public Schools January 2008 - July 2014
Baltimore City Public Schools January 2012 - May 2014
Baltimore City Public Schools December 2012 - March 2013
Baltimore City Public Schools January 2009 - August 2012
The New Teacher Project October 2009 - March 2010
Emdeon Business Services May 2006 - August 2006
Skills
Staff Development, Literacy, Educational Technology, Differentiated..., Elementary Education, Curriculum Design, Curriculum Development, Educational Leadership, Teaching, Lesson Planning, Classroom, Classroom Management, Tutoring, K-12, Teacher Mentoring, Mathematics Education, Higher Education, Recruiting, Team Management, Training & Development, Hiring, Leadership, Event Management
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Johns Hopkins University 2008 — 2010
Master of Arts (M.A.), Elementary Education and Teaching
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Bank of America December 2012 - Present
Bank of America January 2011 - February 2012
Wells Fargo October 2009 - January 2011
Group M Search / Outrider October 2005 - August 2007
1-800-Flowers.com October 2003 - October 2005
Executive-In-Residence Program, St. John's University September 2002 - May 2003
Publishers Clearing House January 2003 - April 2003
Skills
Digital Marketing, Online Marketing, Email Marketing, SEO, Advertising, Strategy, Marketing, Management, Leadership, Marketing Strategy, Creative Direction, Digital Strategy, Online Advertising, Social Media Marketing, Customer Acquisition, SEM, Interactive Marketing, Project Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Marketing and Organizational Behavior/ Human Resources
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
BS, Marketing
Amherst Pierpont Securities June 2015 - Present
Guggenheim Partners May 2012 - May 2015
Bank of America July 2007 - March 2012
HSBC May 2004 - May 2007
Merrill Lynch March 1997 - March 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Series 7, Hedge Funds, Derivatives, Portfolio Management, Trading, Series 63, Investments, Securities, Bonds, Structured Products, Investment Banking, Alternative Investments
Education
Barnard College 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1994 — 1995
Wyoming Seminary Preparatory School 1988 — 1992
Live Free CrossFit January 2014 - Present
Bank of America May 2010 - January 2014
Skills
Customer Service, Time Management, Cash Management, Spanish, Sales, Training, Team Building, Coaching, Team Leadership, Leadership, Teamwork, Management, Public Speaking, Leadership Development, Microsoft Excel, Microsoft Office
Education
CrossFit 2012 — 2022
L-1 CrossFit Trainer, Exercise Physiology
Barry University 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Sports and Exercise
Miami Dade College 2014 — 2015
Licentiate degree, Massage Therapy/Therapeutic Massage
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Bank of America 2012 - Present
RBS Global Banking & Markets April 2010 - December 2011
Omnium LLC (fka Citadel Solutions) June 2007 - March 2009
Morgan Stanley May 2005 - May 2007
Goldman Sachs 1999 - 2005
CIBC 1995 - 1999
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Hedge Funds, Derivatives, Swaps, Investment Banking, CDS, Trading Systems, FX, Equities, Options, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products, Capital Markets, Equity Derivatives, FX Options, Interest Rate...
Education
Hofstra University 1993 — 1997
MBA, International Business
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
BBA, Finance
Rabobank February 2014 - Present
US Small Business Administration January 2009 - February 2014
Bank of America August 2007 - December 2008
Equity Title Agency 2004 - 2006
Central National Bank 2003 - 2004
First Command Financial Services 2002 - 2003
Skills
Credit, Credit Analysis, Finance, Management, Risk Management, Credit Risk, Banking, Commercial Banking, Retail Banking, Loans, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Loan Origination, Portfolio Management, Financial Analysis, Financial Risk, Training, Cash Management, Mortgage Banking, Financial Services, Liquidation, Loan Servicing, Loan Modifications, Construction Loans
Education
Barton County Community College 2001 — 2003
Timna, LLC January 2014 - Present
Home Professional Frankfurt, Germany April 2007 - May 2013
Kaplan Test Prep November 2004 - December 2005
Beaumont Adult School August 2003 - March 2004
Full Sail University January 2003 - May 2003
Bank of America July 2000 - June 2002
OCPS, Colonial High School and 9th grade Center December 1997 - June 1999
Skills
Coaching, Teaching, Training, Mentoring, Career Counseling, Life Coaching, Blogging, Career Development, Interviews, Psychotherapy, Program Management, Leadership Development, Executive Coaching, Resume Writing, Leadership, Public Speaking, Event Planning, Team Building, Social Media Marketing
Education
Institute For Professional Excellence in Coaching 2014 — 2015
Professional Certification in Life Coaching, Interpersonal Relationships Skills
Barry University 2002 — 2004
Master of Science, Human Resource Development and Administration
Clark Atlanta University 1993 — 1996
Bachelors of Arts, Psychology
Self-employed July 2002 - Present
IAP Worldwide Services January 1999 - 2002
Bank of America 1998 - 1999
Skills
LOVING MY MAN, ASSESSING HIGH STRESS..., BEING EMILIO SAIZ'S WIFE, Training, Management Consulting
Education
Barstow Community College 1997 — 2013
Associate of Arts and Sciences (AAS), Theology and Religious Vocations
BARSTOW HIGH SCHOOL 1997 — 1999
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
Bank of America December 2009 - September 2011
Pay-O-Matic Check Cashing &Financial Services May 2009 - December 2009
City University of New York - Baruch College - School of Public Affairs July 2001 - December 2008
C.L.B Check Cashing Agency August 2004 - November 2006
The Tribune Co. -WPIX / WBII May 2004 - September 2004
GreenPoint Bank August 2002 - November 2003
First Citizens Bank July 1985 - December 2001
Skills
Employee Relations, Training, Recruiting, Organizational..., Event Planning, Human Resources, Leadership Development, Social Media, Microsoft Excel, Staff Development, Employee Benefits, Onboarding, Performance Management, Program Development, Public Speaking, Research, Program Management, Leadership, Community Outreach, Customer Service..., Sales Management, Policy, Nonprofits
Education
Pace University 2012 — 2012
Cetificate in Professional Human Resources Management, Professional Human Resources Management, Completed
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor's Degree, Human Resources Management, Industrial & Organizational Psychology, 3.79/4.0
Queens Royal College 1975 — 1980
G.C.E O-Level Certificate , Caribbean Examination Council, General Education, Passes (5) Cambridge G.C.E O Level : Passes (3) C.X.C General Proficiency
Marriott International August 2014 - Present
Florida SouthWestern State College September 2014 - May 2015
Bank of America October 2012 - November 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint
Education
Barnard College 2006 — 2011
Bachelor's degree, Economics, Spanish
AT&T Mobility Co-OwnerSister 2 Sister Brother 2 Brother IncJanuary 2014 - Present
Bank of America September 2010 - December 2011
Education
Walden University 2014 — 2019
Doctor of Philosophy (Ph.D.), Social Work & Criminal Justice
Barry University 2011 — 2011
Master of Social Work (M.S.W.), Social Work
University of North Carolina at Pembroke 2006 — 2010
Bachelor of Science (B.S.), Social Work & Psychology
Bank of America 2011 - Present
Global Help to Heal May 2007 - May 2011
Lord Abbett December 2009 - December 2010
Touro College October 2004 - December 2009
Skills
Excel VBA, VBA, Options, Capital Markets, Financial Analysis, Risk Management, Investments, Valuation, FX Options, Business Analysis, Microsoft Excel, SQL, Financial Risk, Derivatives, Fixed Income, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Business Administration, Finance
Barry University April 2014 - Present
Bank of America April 2011 - December 2012
Bank of America Corporation April 2011 - December 2012
Loehmann’s Inc June 2010 - November 2010
Barry University October 2009 - May 2010
Meadowbrook Church August 2008 - May 2009
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Relationship Management, Credit Risk, Cross Selling, Portfolio Management, Mortgage Banking, Credit Cards, Customer Service, Risk Management
Education
Barry University 2009 — 2013
Bachelor of Arts (B.A.), Pre-Law Studies
West Port High School 2007 — 2009
High School Diploma, General
Biometrics Medical Testing July 2015 - Present
Cardinal Health Nuclear Pharm January 2012 - June 2015
Bank Atlantic September 2011 - January 2012
Bank of America July 2008 - July 2009
Walgreens Pharmacy August 2007 - March 2008
Skills
Microsoft Word, Access, Event Planning, Healthcare, Hospitals, Marketing, Microsoft Excel, Outlook, Process Improvement, Public Speaking, Social Media, Team Leadership, Time Management
Education
Keiser University-Ft Lauderdale 2015 — 2016
Master's of Business Adminstration in Healthcare Management
Cardinal Health Pharmacy Technician program 2012 — 2012
Certificate of completion, Pharmacy Technician
Barry University 2006 — 2011
Bachelor's of Health Science, Nuclear Medicine Technology
Institute of Allied Medical Professions 2009 — 2010
Certificate of completion, Nuclear Medicine Technology
MedTrain
Phlebotomy certification
Philo October 2014 - Present
Oracle April 2014 - October 2014
RSA The Security Division of EMC March 2013 - April 2014
RSA The Security Division of EMC February 2012 - March 2013
RSA The Security Division of EMC October 2012 - January 2013
Bank of America June 2010 - February 2012
Bank of America December 2009 - June 2010
AT&T Mobility June 2009 - November 2009
AT&T Mobility May 2008 - June 2009
Cordis June 2005 - August 2005
Skills
HTML, SPSS, Microsoft Office, Adobe Photoshop, Peachtree, Type 75+ words per..., Social Media, Data Management, Solution Selling, Salesforce.com, Lead Generation, Information Security, Photoshop, Sales, Customer Service, Customer Satisfaction, Team Leadership, Leadership, iWorks, Channel Sales, Channel Partners, Channel Strategy, Channel Optimization, Sales Channel..., Direct Sales, Teamwork, Networking, Time Management, Forecasting, Pipeline Development, Pipeline Generation, Sales Process, Enterprise Software, Sales Operations, Cold Calling, Management, Marketing, Training, SaaS, Account Management, CRM, Security, Professional Services, Business Strategy
Education
Bentley University 2009 — 2012
Candidate for Bachelor of Science, Marketing
Barry University 2008 — 2009
Candidate for Bachelor of Science, Finance
Rollins College 2006 — 2008
Candidate for Bachelor of Science, International Business
North Miami Beach Senior High School 2002 — 2006
High School Diploma, Business
Bank of America January 2012 - Present
Bank of America May 2010 - December 2011
Bank of America September 2006 - April 2010
Bank of America February 2005 - September 2006
Partsearch Technologies, Inc February 2003 - February 2005
Vertis, Inc. July 2001 - February 2003
Kozmo.com, Inc September 1999 - April 2001
Skills
Human Resources, Analytics, Process Design, Diversity & Inclusion, Process Improvement, Metrics, Data Analysis, Human Capital, CRM, Time Management, Banking, Customer Service, Capital Markets, Strategic Planning, Program Management, Leadership, Strategy, Team Building, Leadership Development, Organizational..., Performance Management, Coaching, Employee Relations
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial & Organizational Psychology
Stuyvesant High School
Goldman Sachs May 2015 - Present
Baruch Investment Management Group September 2014 - Present
Management Leadership for Tomorrow (MLT) May 2014 - Present
ALPFA, Inc. — Empowering Latino Leaders July 2014 - Present
KPMG August 2014 - August 2014
Goldman Sachs June 2014 - June 2014
Bank of America February 2012 - May 2014
BlackRock May 2013 - May 2013
Luxury Resorts May 2008 - November 2011
Vita Italian Cuisine September 2006 - May 2008
Skills
Hospitality, Accounting, Sales, Management, Mathematics, Customer Satisfaction, Team Leadership, Financial Services, Business Service..., Data Analysis, Strategic Selling, Banking, Analysis, Finance
Education
Baruch College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Investments, 4.00
Laguardia Community College 2011 — 2013
Business Administration (A.A.S), Business Administration, GPA: 3.42
U.S. Department of Veterans Affairs June 2009 - Present
Bank of America June 2000 - May 2009
US Army January 1998 - February 2001
Skills
Public Speaking, Customer Service, Microsoft Office, Management, PowerPoint, Leadership, Training, Microsoft Word, Team Building, Sales, Marketing, Public Relations, Process Improvement, Operations Management
Education
Prairie View A&M University
Master’s Degree, Counseling Psychology, Magna Cum Laude
Sam Houston State University
Bachelor’s Degree, Psychology
University of Phoenix
Bachelor’s Degree, Business/Managerial Economics
Barstow Community College
Associate’s Degree, Social Sciences
Purdue University August 2015 - Present
Bank of America March 2014 - Present
Bank of America December 2012 - March 2014
Bank of America September 2010 - November 2012
Bank of America December 2007 - September 2010
Genworth Financial July 2005 - December 2007
GE April 2003 - July 2005
GE April 2001 - December 2003
iProperty.com April 2000 - December 2000
Geac January 1993 - January 2000
Skills
Six Sigma, Project Management, Operations Management, Change Management, Cross-functional Team..., Process Improvement, Business Analysis, Product Development, Risk Management, Vendor Management, Program Management, Product Management, Management, Strategic Planning, Team Building, Marketing, Leadership, Sales, Strategy, Customer Service, Business Process..., CRM, Business Development, Contract Negotiation, Team Leadership, Call Centers, Training, Analysis, Enterprise Software, Marketing Strategy, Budgets, Negotiation, Integration, Financial Services
Education
Purdue University - Krannert School of Management 2013 — 2015
Master of Business Administration (MBA), 3.52
ESCP Europe Paris 2014 — 2014
Purdue's study abroad program, International Marketing
Barry University 1986 — 1989
Bachelor of Arts, 3.93
Henderson State University 1981 — 1984
Mass Media Communication, Psychology
East & West Solutions February 2006 - Present
Capital Group February 2011 - October 2012
LPL Financial January 2010 - February 2011
Toyota September 2007 - June 2008
Bank of America June 2006 - September 2007
H&R Block May 2005 - July 2006
G.A.F. Seelig, Inc. October 2002 - May 2005
State Bank of India August 1997 - September 2002
Skills
Management Consulting, Consulting, Start-ups, Training, Training Delivery, Employee Engagement, Employee Relations, Project Management, Program Management, Business Strategy, New Business Development, Business Development, Project Planning, C, HTML, Microsoft Office, C++, Business Analysis, Management, Java, Leadership, SQL
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Investment & Finance
Stan Meihaus Publishing January 2010 - Present
Old North State Imports 2004 - May 2011
Bank of America 1997 - 2001
Skills
Commercial Banking, Investment Banking, Securitization, Credit Risk, Finance, Financial Analysis, Creative Writing, Financial Accounting, Bankruptcy, Consumer Lending, Small Business Lending, Mortgage Lending, Real Estate Financing
Education
Duke Fuqua School of Business 1987 — 1989
MBA, Finance
Barton College 1981 — 1985
1985, Business Administration
Lee County Tax Collector January 2014 - Present
Lee County Tax Collector Ofiice May 2000 - January 2014
Lee County Tax Collector Ofiice May 2001 - December 2005
Lee County Tax Collector Ofiice March 1998 - May 2000
Lee County Tax Collector Ofiice November 1997 - March 1998
Bank of America April 1988 - November 1997
Zayre Corporation September 1983 - March 1988
Skills
Solid computer skills, Microsoft Office, Adobe Acrobat, Kronos Timekeeping, Navision, Laser Scanning, Typing, Windows 2000, PowerPoint, Outlook, Calendar Planning, Meeting Scheduling, Benefits Administration, Workers Compensation, Recruiting, Interviews, Deferred Compensation, Analysis, Administration, FMLA, Training, Job Descriptions, Customer Service, Human Resources, Management, Employee Benefits
Education
Barry University 2007 — 2011
Bank of America December 2012 - Present
Goldman Sachs May 2006 - December 2012
Deloitte and Touche 1999 - 2006
New York Life June 1997 - June 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Financial Analysis, Capital Markets, IT Audit, Operational Risk, Derivatives, Financial Services, Asset Management, Due Diligence, Financial Modeling, Financial Risk, Auditing
Education
Baruch College 1993 — 1997
Bachelor of Business Administration
Forest Hills HS
Forest Hills HS
Wells Fargo Home Mortgage November 2011 - Present
Bank of America November 2006 - November 2011
USMC June 1995 - January 2002
Skills
First Time Home Buyers, HomePath, FHA financing, VA Loans, Construction Loans, Refinance, MHA Loans, Home Equity Loans, Government Loans, VA loans, Loans, Investment Properties, Sellers, Residential Homes, Mortgage Lending, FHA, Residential Mortgages, Real Estate, Property, Buyers, USDA, REO, Short Sales, Loan Origination, Mortgage Banking, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, Credit, Referrals, Consumer Lending, FHA Financing
Education
Barstow Community College 1997 — 2000
ServiceLink, a Black Knight company June 2008 - Present
Bank of America April 2004 - May 2008
EVP Wells Fargo Home Mortgage April 1996 - April 2004
JPMorgan Chase Mortgage Company March 1990 - March 1996
Skills
Mortgage Lending, Loan Servicing, Sales, Customer Retention, Call Centers, Mortgage Banking, Loans, Loss Mitigation, Finance, Selling, Relationship Management, Financial Services, Executive Management, Banking, Credit, Risk Management, Loan Origination
Education
Barry University
J.M. ALEXANDER ,LLC January 1993 - Present
Charlotte Mecklenburg Privatization & Competition Advisory Committee January 2013 - January 2015
Charlotte Mecklenburg Community Relations Committe August 2011 - January 2015
Montage Mortgage,LLC June 2014 - December 2014
Good Mortgage October 2013 - April 2014
Wells Fargo Home Mortgage December 2012 - December 2013
Bank of America October 2010 - October 2012
Crdentia January 2007 - January 2009
1st Metropolitan Mortgage January 2005 - April 2008
Citizens Capital Budget Advisory Committe September 2002 - October 2007
Skills
Residential Mortgages, Small Business Lending, Income Tax Preparation, Commercial Mortgages, Banking, Residential, Mortgage, Sales Management, Commercial Finance, Credit, Mortgage Lending, Loans, New Business Development, Underwriting, Small Business, Funding, Public Speaking, Refinance, FHA, Residential Homes, Sales, Business Development, Leadership, Portfolio Management, Mortgage Banking, Training, Strategic Planning, Finance, Commercial Lending, Real Estate, Financial Analysis, Consumer Lending, Coaching, Capital Projects, Executive Management, Loan Origination, Investment Properties, Management, Entrepreneurship, Asset Management, Wealth Management, Analysis, CRM, Financial Structuring, Investments, Strategic Financial..., Marketing, Credit Analysis, Risk Management, Private Equity
Education
New York University 1990 — 1993
Master of Business Administration (M.B.A.)
City University of New York-Baruch College 1986 — 1987
Bachelor of Business Administration (B.B.A.)
Michigan State University 1982 — 1986
Bachelor's Degree
Cardinal Hayes High School Bronx , NY 10451 1978 — 1982
NYS Regents Dipolma
BNY Mellon February 2007 - December 2010
Barclays Capital September 2005 - September 2006
Morgan Stanley December 2004 - September 2005
Bank of America 2000 - 2004
DATEK ONLINE BROKERAGE CORPORATION September 1999 - October 2000
Skills
Securities, Bonds, Corporate Actions, Accounting, Accounting, Bonds,..., Investments, Mutual Funds, Credit, Financial Services, Equities, Bloomberg, Fixed Income, Options, Derivatives
Education
Brooklyn College 2013 — 2014
Master's Degree, Business Administration with concentration in Accounting, 3.75
Brooklyn College 2011 — 2012
B.S., Accounting, 3.4
Baruch College 1996 — 1999
B.A., Finance and Investments
BBVA Compass September 2015 - Present
Bank of America September 2011 - April 2015
Capital One January 2010 - September 2011
JPMorgan Chase August 2006 - January 2009
ADP August 2003 - August 2006
Skills
Banking, Small Business Lending, Commercial Banking, Credit, Cross Selling, Retail Banking, Commercial Lending, Portfolio Management, Sales Management, Financial Analysis, Loans, Cash Management, Consumer Lending, New Business Development, Wealth Management, Credit Analysis, Relationship Management, Mortgage Lending, Lines Of Credit
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Finance
St. Joseph's College 1999 — 2003
Bachelor, Business
BlackRock December 2013 - Present
PIMCO May 2011 - September 2013
Bank of America August 2009 - April 2011
Taylor Rafferty August 2008 - December 2008
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Data Analysis, Corporate Finance, Client Facing, Series 7, Series 63, Account Management, Fixed Income, Alternative Investments, Microsoft CRM, Business Objects, Asset Managment, Asset Management, Analytics, Finance, Strategy
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
Bank of America June 2014 - Present
Wells Fargo August 2012 - February 2014
Allen Law Firm December 2011 - January 2012
Monster Energy July 2009 - December 2011
Carolina Premium Beverage May 2010 - August 2010
Barton College June 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, SharePoint
Education
Barton College 2008 — 2012
Bachelor of Science (BS), Political Science W/Minors in Criminal Justice and History
Bank of America August 2013 - January 2015
Bank of America August 2012 - August 2013
Bank of America June 2011 - July 2012
Morgan Stanley October 2010 - May 2011
Starr Career Development Center- Baruch College August 2009 - November 2010
Abbott Laboratories June 2010 - August 2010
National Grid September 2009 - May 2010
Baruch College August 2009 - December 2009
Baruch College August 2007 - July 2009
Skills
Business Strategy, Accounting, IT Audit, Financial Analysis, Leadership, General Ledger, Recruiting, Microsoft Excel, Financial Modeling, Capital IQ, Finance, Auditing, Analysis, Management, Risk Management, Financial Reporting, Teamwork, Training, Financial Accounting, Time Management, Banking
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Accounting
TIAA-CREF December 2013 - Present
TIAA-CREF September 2013 - December 2013
Time Warner Cable January 2013 - September 2013
Bank of America August 2012 - January 2013
Transamerica March 2006 - August 2012
Equifirst/Regions Bank 2003 - 2005
Cap Gemini Ernst & Young 2000 - September 2003
Union Commerce Title Company/First Union March 1999 - August 2000
Rendina Companies December 1993 - May 1997
Skills
Business Continuity, Disaster Recovery, Risk Management, Compliance, Legal Compliance, IT Audit, Windows Network..., Technology, Software Licensing, Sarbanes-Oxley, MIS, Project Management, Problem Solving, Project Planning, Software Project..., IT Relationship..., Network Administration, Process Improvement, Risk Governance, Risk Assessment, Mergers & Acquisitions, Program Management, Governance, Policy, Information Security, Enterprise Risk..., Integration, Operational Risk..., Training, Operational Risk, Business Continuity..., Change Management, Internal Audit, Business Development, Finance, PMO, Vendor Management, Six Sigma, Budgets, Business Process..., Leadership, Management, Financial Risk, Information Technology, Due Diligence, PMP, Sarbanes-Oxley Act, Information Security..., Forecasting, SDLC
Education
Villanova University 2009 — 2012
Masters Certificate Candidate Applied Project Management, Project Management
Barry University 1990 — 1993
Bachelors, Liberal Arts, Psychology
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Bank of America June 2011 - July 2013
Bank of America September 2007 - June 2011
Bank of America June 2006 - September 2007
Skills
Banking, Credit, Loans, Credit Analysis, Retail Banking, Financial Analysis, Small Business Lending, Commercial Banking, Cross Selling, Team Leadership, Investments, Management, Consumer Lending, Commercial Lending, Loan Origination, Finance, Financial Services, Wealth Management, Sales, Small Business, Credit Cards, Lines Of Credit, Fixed Income, Portfolio Management, Series 7, Mutual Funds, Financial Risk, Mortgage Banking, Series 63, Risk Management, Credit Risk, Cash Management, Relationship Management, Mortgage Lending, Customer Service, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Dual MBA: Finance & Investments / International Business
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
Business Management, Management
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
National Grid March 2010 - Present
Bank of America December 2008 - February 2010
Merrill Lynch June 2007 - December 2008
Morgan Stanley October 2006 - June 2007
KeySpan Corportation October 2004 - October 2006
KeySpan Corporation January 2004 - October 2004
Skills
Strategic Financial..., Risk Management, Business Intelligence, Finance, Investment Management, Process Improvement, Management, PMO, Program Management, Wealth Management, Change Management, Strategic Planning, Financial Advisory
Education
Baruch College 2004 — 2011
Dual MBA, Operations Management and Finance
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelors of Science, Finance and Accounting
HSBC May 2012 - Present
JP Morgan Chase March 2006 - May 2012
Bank of America 2012 - 2012
JP Morgan Chase May 2000 - March 2006
Societe Generale 1998 - 2000
Skills
Derivatives, Fixed Income, Bonds, CDS, Trading Systems, Financial Markets, Bloomberg, Electronic Trading, Risk, Financial Services, Financial Risk, Trading, Portfolio Management, Options, Risk Management, Credit Derivatives, Investment Banking, Equities, Capital Markets, Credit, Market Risk, Business Analysis, FX Options, Commodity
Education
City University of New York-Baruch College 1998 — 2001
BBA, Finance
221B Small Business Consulting June 2012 - Present
Edmentum November 2013 - September 2014
New England College of Business and Finance December 2010 - June 2012
Capella University August 2004 - December 2010
Soulfire USA January 2005 - May 2008
Bank of America April 2002 - April 2004
Skills
Certified ROI..., Business Development/..., Coaching, Team Building, Analysis, Distance Learning, Process Development, Educational Leadership, Enrollment Management, Leadership Development, Performance Improvement, Consulative Selling, Sales Management, Resource Management, Salesforce Training, Call Center Development, Call Center Management, Needs Analysis, Business Analysis, International Business..., Business Strategy, Educational Consulting, Team Development, Training and Development, Process Analysis, Process Improvement, Strategic Marketing..., Marketing Consulting, Performance Reviews, Performance Management, Management Development, Management Coaching, Management Consulting, Call Centers, Selling, Staff Development, Sales, Higher Education, Public Speaking, Cross-functional Team..., Program Management, Process Simulation, Management, Interviews, Recruiting, Strategy, Strategic Planning, Training, P&L Management, Salesforce.com
Education
Capella University 2008 — 2012
MS Ed, Training and Performance Improvement
Capella University 2005 — 2006
MBA, Marketing
City University of New York-Baruch College 1998 — 2000
BA, International Business Management and Marketing
August Martin High School 1988 — 1992
High School Diploma, Law and Aviation
Bank of America July 2014 - Present
HSBC September 2013 - July 2014
HSBC January 2009 - August 2013
HSBC February 2007 - August 2009
Skills
Banking, Loans, Mortgage Lending, Financial Services, Credit, Series 63, Investments, Underwriting, Small Business Lending, Credit Analysis, Commercial Lending, Strategic Financial..., Loan Origination, Wealth Management, Financial Analysis, Residential Mortgages, Insurance, Management, Public Speaking, Series 6, Accounting, Portfolio Management, Relationship Management, Real Estate, Financial Risk, Strategy, Finance, Cross Selling, Mortgage Banking
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BS, Accounting, Finance
Facilitaire Associates April 2013 - Present
International Management Advisory Group (IMAG) January 2010 - April 2014
Northern Trust September 2005 - June 2009
National Australia Bank 1997 - 2000
Bank Of America 1989 - 1998
Bank of America 1989 - 1998
Royal Bank of Canada 1985 - 1988
Canadian Imperial Bank of Commerce 1979 - 1982
Canadian Imperial Bank of Commerce 1979 - 1980
Skills
Project Portfolio..., Cash Management, Risk Management, Operations Management, Business Development, Management, Leadership, Finance, Financial Services, Asset Managment, Banking, Securities, Portfolio Management, Credit, Project Planning, Hedge Funds, Entrepreneurship, Asset Management, Business Analysis, Capital Markets, Derivatives, Fixed Income, Equities
Education
University of South Australia 2003 — 2005
Master's Degree, Counseling
Barnard College 1980 — 1992
Bachelor's Degree, Business Administration and Management, General
St George's College 1970 — 1975
SunTrust Bank August 2013 - September 2015
BB&T July 2012 - August 2013
Bank Atlantic March 2007 - October 2012
Washington Mutual March 2004 - 2007
Washington Mutual Bank October 1999 - March 2004
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Banking, Small Business, Consumer Lending, Mortgage Lending, Portfolio Management, Underwriting, Lines Of Credit, Loan Origination, Retail Banking, Treasury Management, Credit Risk, Cross Selling, Commercial Mortgages, Asset Based Lending, Cash Management, Risk Management, Branch Management, Business Development, Sales, Negotiation
Education
Barry University 1994 — 1998
Bachelor of Business, Business Administration and Management, General
Palm Beach Gardens High School 1972 — 1974
High School Diploma
Cooley High School 1970 — 1972
Bachelor of Business, Business
Bank of America February 2012 - Present
Bank of America December 2009 - October 2011
TIAA-CREF March 2009 - November 2009
Bank of America April 2008 - February 2009
Wachovia Securities Financial Network September 2006 - March 2008
Wells Fargo May 2005 - March 2006
Skills
Project Management, Requirements Analysis, Data Warehousing, SDLC, MS Project, Software Development, Vendor Management, PMO, IT Strategy, Change Management, Microsoft Project, Management, CRM
Education
Barnard College 1989 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Computer Information Systems
Bayview Financial July 2010 - Present
Bayview Financial September 2009 - July 2010
Silver Hill Financial August 2006 - April 2008
B Developments, LLC September 2005 - August 2006
Miami-Dade County Public Schools August 2001 - March 2005
Bank of America October 1996 - August 2001
Education
Carrollton School of the Sacred Heart 1983 — 1995
Barry University
BA, Liberal Arts, English minor
TIAA-CREF October 2013 - Present
BB&T August 2012 - October 2013
SunTrust Bank 2009 - 2012
SunTrust Bank 2004 - 2009
Bank of America 2001 - 2004
Bank of America 1999 - 2001
Skills
Banking, Financial Planning, Wealth, Series 7, Cash Management, Financial Analysis, Medical, Physician Practice..., Physician Relations, New Business Development, Loans, Direct Sales, Sales Management, Consultative Selling, Team Building, Team Management, Team Leadership, Teamwork, Strategic Financial..., Business Development, High Net Worth..., Private Banking, Investments, Underwriting, Retirement Planning, Mortgage Lending, Portfolio Management, Leadership, Cross Selling, Small Business Lending, Finance, Commercial Banking, Selling, Medicine, Financial Services, Wealth Management, Credit, Risk Management, Estate Planning, Credit Analysis, Wealth Management..., Relationship Management, Consumer Lending, Financial Advisory, Loan Origination, Commercial Lending, Insurance, Securities, Physicians, Investment Advisory
Education
Florida International University - College of Business 2001 — 2003
Masters of Business Administration, MBA - Finance
Florida International University 1993 — 1998
Bachelors, Biology
Barry University
Certified Financial Planner, CFP®
Municipal Credit Union April 2012 - Present
Carver Federal Savings Bank May 2010 - April 2012
Seacoast National Bank April 2008 - May 2010
Harbor Federal Savings Bank May 2005 - April 2007
Harbor Federal Savings Bank February 2003 - May 2005
Bank of America January 1990 - January 2003
Skills
Banking, Retail Banking, Consumer Lending, Staff Management, Business Development, Loans, Credit, Financial Services, Mortgage Lending, Credit Analysis, Credit Risk, Internal Controls, Internal Bank Audit, Commercial Banking, Commercial Lending, Customer Service, Finance, Loan Origination, Management, Risk Management
Education
Metropolitan College of New York
Master of Business Administration (MBA)
Barry University
B.S, Business; Public Administration, 2002
YCharts January 2015 - Present
Wall Street Oasis October 2011 - Present
Boutique Equity Research Firm and Hedge Fund April 2014 - November 2014
Bank of America May 2010 - August 2010
Skills
Investment Banking, Strategy, Django, Python, Data Science, MySQL, R, Machine Learning, Financial Modeling, Business Strategy, Valuation, Economics, Bloomberg, Business Development, Equities, Microsoft Office, Project Management, CRM, Corporate Finance, HTML, Private Equity, Investments, Financial Analysis, Analysis, Mergers & Acquisitions, VBA, Salesforce.com, Excel, Accounting, Hedge Funds, Microsoft Excel
Education
The Johns Hopkins University 2014 — 2014
Certificate, Data Science, 4.0 w/ Distinction
Rice University 2013 — 2013
Coursera Certficate, Programming in Python
City University of New York-Baruch College
BA, Economics
Renaissance Associates October 2012 - Present
Bank of America June 2006 - September 2012
U. S. Postal Inspection Service 1983 - 2006
Skills
Private Investigations, Homeland Security, Fraud, Identity Theft, Internal Investigations, Emergency Management, AML, Enforcement, Investigation, Certified Fraud Examiner, Forensic Analysis, Evidence, Surveillance, Criminal Investigations, Risk Assessment, Physical Security, Crime Prevention, Corporate Security, Criminal Law, Protection, Security Audits, USA PATRIOT Act, Training, Security Operations, Financial Risk, Fraud Detection, Executive Protection, Background Checks, Vulnerability Assessment, Loss Prevention, Security, Business Continuity, Enterprise Risk..., Crisis Management, OFAC, Computer Forensics, KYC, Credit Cards, Criminal Justice, Bank Secrecy Act, Government, Asset Protection, Policy, Litigation Support, Risk Analysis, Risk Management, Firearms, Operational Risk..., Security Management, Credit Card Fraud
Education
City University of New York-Herbert H. Lehman College 1975 — 1978
Bachelor of Art, Accounting
Baruch College, City University of New York (CUNY) 1973 — 1975
Business Administration
LG Wealth Management LLC May 2014 - Present
UBS Financial Services September 2004 - May 2014
Bank of America August 1995 - September 2004
Skills
Wealth Management, Pre IPO & M&A Strategies, Asset Allocation, Investment Advisory, Strategic Financial..., Financial Analysis &..., Investments, Securities, Financial Analysis, Fundraising, Research, Financial Modeling, Mutual Funds, Financial Advisory, Financial Planning, Entrepreneurship, Public Speaking
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Barnard College 1985 — 1989
Bachelor of Arts (BA)
Municipal Credit Union June 2013 - Present
JPMorgan Chase September 2011 - June 2013
Santander / Sovereign Bank October 2010 - September 2011
Bank of America April 2007 - September 2010
Trump Mortgage 2004 - 2006
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, Loan Origination, Construction Loans, Mortgage Underwriting, Credit Analysis, FHA, Real Estate
Education
City University of New York-Baruch College
BA
Benworth Capital October 2014 - Present
Banking Professional April 2014 - Present
Marquis Bank February 2013 - March 2014
U S Century Bank March 2012 - February 2013
BankUnited May 2011 - March 2012
U S Century Bank October 2009 - May 2011
Bank of America June 2007 - October 2009
Great Florida Bank July 2004 - May 2007
Union Planters Bank January 1998 - April 2004
Capital Bank October 1983 - December 1997
Skills
Commercial Lending, Underwriting, Small Business Lending, Budgets, Credit, Loans, Leadership, Commercial Banking, Risk Management, Credit Analysis, Customer Service, Consumer Lending, Banking, Microsoft Office, Cash Management, Retail Banking, Mortgage Lending, Financial Risk, Microsoft Excel, Treasury Management, Asset Based Lending, Finance, Financial Institutions, Insurance, Mergers & Acquisitions, Lines Of Credit, Private Banking, Loan Origination, Mortgage Banking, Portfolio Management, Commercial Mortgages, Credit Risk, Financial Services, SBA
Education
Barry University 1993 — 1995
Bachelor of Professional Studies, Business
Miami Dade College 1984 — 1987
Associate of Arts, Business
Ladolcetta CPA 1995 - Present
Bank of America 1988 - 1995
Consolidated Bank 1988 - 1995
Southeast Bank 1983 - 1988
Skills
Financial Reporting, Accounting, Tax, Microsoft Office, Strategic Planning, PowerPoint, Tax Returns, Financial Analysis, Microsoft Word, Auditing, Manufacturing, Payroll, Customer Service, Accounts Payable, Microsoft Excel, Event Planning, General Ledger, CPA, Investments, Accounts Receivable
Education
Barry University 1976 — 1977
BS, Business
Holy Family Diocesan High 1969 — 1973
High School Diploma
Hope HealthCare Services August 2006 - Present
Robert Half International 2002 - 2006
Bank of America 1983 - 1999
Skills
Employee Relations, Onboarding, Benefits Administration, Succession Planning, Recruiting, Deferred Compensation, HRIS, Applicant Tracking..., Talent Acquisition, Talent Management, Employee Benefits, Performance Management, Employee Engagement, College Recruiting, Human Resources
Education
Barry University
The Goose Squad LLC November 2013 - Present
The Goose Guys May 2011 - November 2013
Ally Bank October 2009 - March 2011
AmeriGas June 2005 - March 2009
Bank of America December 2001 - April 2005
Bank of America/formerly Fleet Credit Card Services December 2000 - December 2001
Fleet Credit Card Services 1997 - 2000
Skills
Fraud, Risk Management, Losses, Banking, Nuisance Wildlife...
Education
Barnard College 1978 — 1982
BA, English, Art History
Germantown Friends School 1975 — 1978
High School, Liberal Arts
Paramount Residential Mortgage Group Inc. (PRMG Inc.) June 2015 - Present
Caliber Home Loans December 2013 - June 2015
Primary Residential Mortgage March 2013 - December 2013
Home Financing Center August 2010 - March 2013
PREFFERED TRUST HOME LOANS June 2010 - August 2010
BANK OF AMERICA July 2009 - April 2010
Primerica Financial Services April 2008 - June 2009
ATLAS CONCRETE AND PAVEMENT January 2008 - June 2009
BRIGHTSTAR LENDING CORPORATION May 2004 - December 2008
Sunny Mortgage LLC 2002 - 2004
Skills
Real Estate, Marketing, Banking, Business Development, Mortgage Lending, Loans, Refinance, Credit, Mortgage Banking, Loan Origination, Training, First Time Home Buyers, Management, New Business Development, Selling, Residential Homes, Leadership, Small Business, Investment Properties, Sales, Referrals, FHA, Commercial Real Estate, Sellers, Analysis, Portfolio Management, Real Estate Transactions, Underwriting, Investments, Finance, Foreclosures, Investors, VA loans, Property, Insurance, REO, Condos, Short Sales, Single Family Homes, Reverse Mortgages, Real Estate Development, New Home Sales, Relocation, Commercial Lending, Debt Consolidation, Residential Mortgages, FHA financing, USDA, Certified Mortgage..., Real Estate Financing
Education
Miami International University of Art and Design
Bachelor of Fine Arts (BFA), Interior Design
Miami Dade Community College 1984 — 1986
Associates of Art, Marketing
Barry University 1990 — 1992
Marketing
Bank of America August 1981 - Present
Skills
Banking, Financial Services, Risk Management, Process Improvement, Relationship Management, Portfolio Management
Education
Nova Southeastern University 1999 — 2001
MBA, Business
Barry University 1995 — 1999
Bachelor or Science, Major in Professional Administration
Weber Shandwick March 2015 - Present
Frommer Lawrence & Haug LLP October 2009 - March 2015
ESCADA January 2009 - May 2009
Bank of America July 2007 - January 2008
Skills
Finance, Accounting, Microsoft Excel, General Ledger, Banking, Account Reconciliation, Balance Sheet, Accounts Payable, SAP, ProLaw, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Bachelor of Business Administration in Finance, Finance & Investment
Bueres Auto Service Inc January 1999 - Present
Budget Truck Rental January 1998 - Present
Bank of America January 1997 - March 1999
American Health Care Services September 1990 - January 1996
Skills
Event Planning, Microsoft Excel, Inventory Management, Customer Service, Fleet Management, Team Building, Account Management, Human Resources, Customer Satisfaction, Leadership, Management, Marketing Strategy, Negotiation, New Business Development, Sales Management, Strategic Planning, Sales
Education
Barry University 1996 — 1997
MS, Human Resource Development
Florida International University
Bachelor's degree, Sociology and Anthropology
Bank of America September 2014 - Present
Credit Suisse September 2009 - Present
Credit Suisse June 2012 - May 2014
Credit Suisse June 2008 - September 2009
Standard & Poor's 2005 - 2007
Skills
Business Strategy, Business Process..., Project Management, Process Improvement, Experienced Business..., Reference Data, Visio, Data Analysis, Data Management, System Integration..., Data Cleaning, Data Validation, Process Flow
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BA, Finance
NatCom Global/ NPN Holdings LLC January 2011 - Present
National Communications Ltd January 2002 - December 2010
New York Realty Services January 1999 - January 2002
Bank of America January 1997 - January 1999
Skills
Marketing, Leadership, Account Management, Market Research, Management, Social Media Marketing, Sales, Event Planning, Customer Service, Business Development, Event Management, Project Management, Analysis, Budgets, Microsoft Office, Spanish, Advertising, Finance, Marketing Strategy, Negotiation, Digital Strategy, Market Planning, Business Planning, Contract Management, Integrated Marketing, Operations Management, Strategic Planning, Public Relations, Marketing Communications, RFP, RFQ Development, Standards Compliance, Team Building, Business Process..., Digital Media, Quality Control, Content Management, Financial Reporting, Managerial Finance, Financial Modeling, Community Outreach, Writing, Proposal Writing, Adobe Creative Suite, Media Relations, Relationship Management, Relationship Marketing, Customer Relations, Operational Planning, Operational Excellence
Education
Barry University 2005 — 2007
MBA, Management, Business Administration
Florida International University 2001 — 2003
BA, Finance, International Marketing
CIT April 2015 - Present
Bank of America December 2006 - March 2011
C-BASS January 2004 - June 2005
Centerprise Services January 2000 - July 2001
Lehman Brothers 1987 - 1999
Salomon Brothers March 1982 - April 1987
Skills
Investment Banking, Derivatives, Capital Markets, Trading Systems, Fixed Income, Market Risk, Credit Derivatives, Market Data, Structured Products
Education
Barnard College 1977 — 1981
A.B., Economics, Applied Math
TRS May 2010 - April 2011
Chase Bank August 2008 - May 2010
AmTrust Bank January 2001 - July 2001
Dr Phanord Dental Office July 2000 - January 2001
Bank of America April 1996 - June 2000
Skills
Accounts Payable, Analysis, Telephone Skills
Education
Barry University
Bachelor of Science; AS, Marine Biology
Miami Dade College
HSBC Commercial Banking April 2012 - Present
Bank of America July 2010 - April 2012
JPMorgan Chase August 2005 - July 2010
SNG Inc. January 2002 - August 2005
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Trade Finance, Credit Risk, Relationship Management, Treasury Management, Financial Analysis, Management, Portfolio Management, Business Development, Sales Management, Commercial Real Estate, Risk Management, Financial Reporting, Accounting, International Business, International Sales, Loans, Banking, FX trading, Project Management, International Trade, AML, KYC, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America July 2010 - Present
Giant Realm August 2008 - May 2010
Power Marketing Group June 2007 - October 2007
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Risk Management, Financial Analysis, Corporate Finance, Management, Accounting
Education
New York University, Stern School of Business 2007 — 2010
Bachelor of Science, Finance, Marketing
City University of New York-Baruch College 2006 — 2007
Bank of America December 2010 - January 2012
Goody's Family Clothing February 2008 - October 2009
Yankee Candle Company September 2005 - April 2006
Skills
Direct Sales, Cash Handling, Customer Relations, Conflict Resolution, Confidentiality, Microsoft Office, Banking, Commercial Banking, Sales Support, Sales Process
Education
Barton College
Bachelor of Science, Human Resources and Business Management
Bank of America consumer Loan Officer - retiredBank of AmericaMarch 1973 - June 1993
Education
Barry University
Bachelor of Professional Studies
Emprise Bank July 2004 - August 2012
Bank of America January 2003 - February 2004
Skills
Customer Service, Microsoft Word, Microsoft Excel, Event Planning, Commercial Lending, Car Financing
Education
Wichita State University 1984 — 1986
Business Administration and Management, General
Barton County Community College 1976 — 1977
Business/Office Automation/Technology/Data Entry
Bank of America March 2011 - Present
Skills
Residential Mortgages, Banking, Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination
Education
Barton College
Orange County Government May 2007 - Present
Orange County Public Schools August 2004 - January 2006
Bank of America January 1988 - June 2004
Skills
Program Development, Youth Development, Youth Mentoring, Government, Policy, Public Speaking, Public Policy, Policy Analysis, Nonprofits, Research, Local Government, GIS, Grant Writing, Community Development, Program Evaluation, Emergency Management, ArcGIS, Fundraising, Economic Development
Education
Barry University
Bachelor of Science, Health Services Administration
Barry University
ProfitStars January 2008 - Present
Aon Hewitt May 2006 - December 2007
Citi January 2004 - January 2006
WORLD DATA PROCESSING August 2001 - December 2003
Bank of America December 1994 - December 1999
Barnett Bank March 1987 - December 1994
Education
Kennesaw State University
CERTIFICATE, Project Management
Nova Southeastern University
MASTER OF SCIENCE, Management Information Systems (MIS)
Barry University 1999 — 2000
BACHELOR OF SCIENCE, Information Technology; SCIENCE
Miami Dade College 1986 — 1989
Piloting Technology, Aviation/Airway Management and Operations
Professional Company May 2015 - Present
Randolph Brooks Federal Credit Union November 2014 - February 2015
Bank of America May 2011 - June 2013
USAA August 2010 - May 2011
USAA May 2010 - December 2010
Wells Fargo September 2009 - May 2010
Skills
Mortgage Lending, Credit, Loss Mitigation, Loan Origination, Underwriting, Call Centers, FHA, Customer Service, Mortgage Banking, Loans, Leadership, Credit Analysis
Education
Barstow Community College 2005 — 2007
Associate's degree, Business Administration and Management, General