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.
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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
Coldwell Banker Tomlinson Group October 2014 - Present
Bank of America December 2010 - February 2014
E-Loan, Inc. June 1998 - November 2008
Skills
mortgage lending, Title..., Real Estate Transactions, Real Estate License, Sellers, First Time Home Buyers, Buyer Representation, Relocation, Residential Homes, Single Family Homes
Education
University of California, Berkeley 1979 — 1983
Bachelor's Degree, Political Science and Government
Madrona Labs July 2014 - Present
York Capital Management July 2008 - May 2013
Bank of America July 2006 - June 2008
Skills
Hedge Funds, Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, Finance, Credit, Private Equity, Emerging Markets, Venture Capital, Asset Management, Due Diligence, Corporate Development, Investments, Options, Corporate Finance, Fixed Income, Bloomberg, Equities, Capital Markets
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania 2002 — 2006
Bachelor of Arts (BA), Economics
Risk Management Express dba RMX Insurance Services April 2014 - Present
AssetMark November 2013 - February 2014
Genworth Financial March 2007 - November 2013
Genworth Financial November 2006 - March 2007
Bank of America May 2005 - October 2006
Skills
Finance, Process Improvement, Management, Leadership, Financial Risk, Financial Services, Data Analysis, CRM, Sales, Business Intelligence, Accounting, Loans, Training, Investments, Risk Management, User Acceptance Testing, Project Management, Employee Training, Financial Reporting, Customer Experience, Money Management, Operations Management, Operational Excellence, Analysis, Employee Benefits, Business Analysis, Emergency Management, Business Process..., IT Operations, Sales Operations, Anti Money Laundering, Relationship Management, Portfolio Management, Financial Analysis, Customer Service, Team Leadership, Salesforce.com, SQL, JavaScript, Microsoft Office, Strategy, Program Management, Requirements Analysis, Banking, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange
Education
University of California, Berkeley
Bachelor of Arts (B.A.), African American Studies
Citi (Banamex USA) 2015 - Present
Amazon 2014 - 2014
Forever 21 2012 - 2014
Bank of America 2010 - 2011
Walt Disney (Horizon Consulting) 2008 - 2009
Herbalife 2005 - 2008
Education
University of California, Berkeley
Bacehlors of Arts
American Pacific Mortgage June 2015 - Present
Walnut Creek Downtown September 2014 - Present
Union Bank February 2010 - June 2015
Bank of America December 2007 - February 2010
Washington Mutual Bank November 1998 - September 2007
Washington Mutual 2001 - 2007
Skills
Loans, Banking, Credit Analysis, Sales Management, Mortgage Lending, Retail Banking, Loan Origination, Lines Of Credit, Mortgage Banking, Credit Risk, Credit Cards, Wealth Management, Risk Management, Refinance, Private Banking, Relationship Management, FHA, Commercial Mortgages, Investments, Branch Banking
Education
UC Berkeley 1999 — 2001
Bachelors, Political Science, International Political Economy
Bank of America March 2012 - Present
Bank of America June 2010 - February 2012
Bank of America June 2008 - June 2010
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Loan Origination, FHA, Credit Analysis, Retail Banking, Refinance, Residential Mortgages, Consumer Lending, Credit Cards, Risk Management, Underwriting, Relationship Management
Education
Benedictine University at Mesa 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of California, Berkeley
Macys.com April 2014 - Present
Macys.com January 2012 - April 2014
Safeway July 2010 - December 2011
Birst June 2009 - May 2010
Benetech April 2008 - April 2009
Alembix Engineering July 2006 - March 2008
CNET Networks, Inc. September 2001 - July 2006
Charles Schwab & Co., Inc. March 1998 - September 2001
Bank of America September 1982 - March 1998
Skills
Spring, Java, Tomcat, Web Services, Distributed Systems, Agile, XML, SQL, Cloud Computing, Databases, JavaScript, MySQL, Sybase, Linux, JSP, jQuery, Perl, HTML, Unix, Database Design, CSS, AJAX, Scrum, Web Applications, SaaS, Integration, Apache, SOAP, Hibernate, C#, Web 2.0, MongoDB, Spring Batch, Spring Integration, Agile Methodologies, Object Oriented Design, Software Engineering, Enterprise Architecture, Cassandra, TIBCO, Architecture, .NET, REST, IIS, SOA, PostgreSQL, Ant, Hadoop, Architectures, Root Cause Problem...
Education
University of California, Berkeley
MS, Chemistry
University of California, Los Angeles
B.S., Chemistry
Bank of America October 2013 - Present
United Globe Trade Company October 2011 - Present
Al-Araab Trade Company October 2011 - January 2012
Multi-Edge Technologies May 2010 - June 2011
24 Hour Fitness Club October 2008 - December 2009
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Customer Service, Photoshop, Windows, Event Planning, Leadership, Community Outreach, Management, Marketing, Sales, Negotiation, Social Networking, Business Planning, Outlook, Teamwork, Time Management, Data Entry, Facebook
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California 2008 — 2013
Bachelor of Arts, Business Economics
Bank of America January 2007 - May 2012
Bank of America January 1992 - May 2012
Bank of America January 2000 - January 2007
Skills
Proficient in..., Efficiency, Strategic Planning, Mortgage Lending, Management, CRM, Mergers & Acquisitions, FHA, Mortgage Banking, Contract Negotiation, Sales, Loans, Loan Origination, Negotiation, Customer Retention, Leadership, Sales Management, Residential Mortgages, Refinance, Consumer Lending, Credit, Mortgage Underwriting, Construction Loans, Mortgage Servicing, USDA, Loss Mitigation, Commercial Lending, Credit Analysis, Home Equity Lines of..., Lines Of Credit, Small Business Lending, Underwriting, Cross Selling, Commercial Mortgages, Relationship Management, Commercial Banking, Financial Services, Retail Banking, Credit Risk, Finance, Portfolio Management, Financial Structuring, Credit Cards, Investments, FHA financing
Education
University of California at Santa Cruz
Aesthetic Studies, Creative Writing
University of California, Berkeley
Competitive Advantage Group 2000 - Present
Priority Leadership Group January 2015 - Present
Kirby & Associates 2002 - Present
The Alternative Board January 2005 - Present
Pacific CarCare April 1995 - March 1998
California Lubricants December 1990 - April 1995
Automation Partners October 1989 - March 1990
Bank of America 1975 - 1989
Skills
Organizational..., Finance, Management Consulting, Project Planning, Marketing, Executive Coaching, Leadership Development, Strategy, Business Planning, Coaching
Education
University of California, Berkeley, Haas School of Business 1974 — 1975
MBA, Finance
University of California, Berkeley 1972 — 1974
BS, Accounting
JPMorgan Chase & Co. January 2015 - Present
a way with words May 2003 - Present
BoardVantage March 2014 - October 2014
Williams-Sonoma, Inc. July 2013 - March 2014
Digerata January 2012 - March 2013
TIBCO Software December 2011 - February 2013
RingCentral October 2011 - December 2011
Stanford Hospital & Clinics April 2011 - September 2011
Bank of America May 2008 - March 2011
Walmart Emerging Brands March 2007 - March 2008
Skills
Copywriting, Email Marketing, Blogging, Advertising, Editing, Editorial, Writing, Online Advertising, Copy Editing, Marketing, Screenwriting, Web Content, Creative Writing, Publishing, Proofreading, Marketing Communications, Content Development, Online Marketing, Content Strategy, Press Releases, Video Editing, Video Production, Publications, Social Networking, Brochures, Corporate Communications, Content Management, Newsletters, Creative Direction, Digital Media, Journalism, New Media, Video, Storytelling, SEO copywriting, speaks Italian, Film, Film Direction, film casting
Education
University of California, Berkeley
B.A., Film Studies
Bank of America November 2014 - Present
Bank of America August 2011 - November 2014
Bank of America May 2005 - July 2011
Prober & Raphael July 2001 - March 2005
Office of Elizabeth Rojas, Chapter 13 Trustee July 1999 - July 2001
Polk, Scheer & Prober November 1993 - June 1999
Skills
Mortgage Banking, Risk Management, Compliance, Litigation, Legal Compliance, Legal Research, Legal Writing, Legal Issues, Legal Translation, Residential Mortgages, Mortgage Lending, Mortage Servicing, Bankruptcy, Legal Documentation, Legal Discovery
Education
University of California, Los Angeles - School of Law 1984 — 1987
Juris Doctor (J.D.), Law
University of California, Berkeley 1979 — 1983
Bachelor's Degree, History
Athene Asset Management April 2014 - Present
Prospect Mortgage, LLC October 2012 - April 2014
Bank of America September 2011 - October 2012
Countrywide financial / Bank of America August 2007 - September 2011
Countrywide Financial / Bank of America March 2003 - August 2007
Education
University of California, Berkeley
PhD, Mathematics
University of Science and Technology of China
Bachelor's degree, Mathematics
Alvarez & Marsal December 2014 - Present
Western Payments Alliance April 2012 - Present
JP Morgan Chase April 2011 - March 2012
Bank of America December 2007 - June 2010
Bank of America 2010 - 2010
Bank of America January 2006 - December 2007
Skills
Financial Analysis, Leadership, Analysis, Financial Modeling, Business Intelligence, Business Analysis, Finance, Management, Project Management, Analytics, Data Analysis, Business Strategy, Business Development, Forecasting, Financial Services, SQL, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2011
Masters of Business Administration
University of California, Berkeley 2002 — 2005
Bachelor of Arts, English
Mechanics Bank May 2015 - Present
Mechanics Bank 2010 - 2014
Cal Performances 2010 - 2013
Mechanics Bank 2006 - 2010
Mechanics Bank 1981 - 2006
Glenbrook Leasing Company 1981 - 1991
Bank of America 1979 - 1982
Bank of America 1978 - 1979
Skills
Board Governance, Banking Technologies, Mobile Banking, Family Business, Internet Banking, Risk Analysis, Financial Audits, Board Development, Commercial Banking, Retail Banking, Private Banking, Compliance, Financial Regulation, SOX Compliancy, Loans, Real Estate Transactions, Financial Services, Vehicle Leasing, Financial Risk, Credit, Finance, Credit Analysis
Education
University of California, Berkeley 1974 — 1978
Bachelor's degree, Mathematics and Statistics
SSCC October 2003 - Present
IMIS December 1999 - April 2001
Bank of America February 1995 - March 1997
Skills
Public Speaking, Research, Editing, Social Media, Microsoft Office, Event Planning, Nonprofits, Microsoft Excel, Strategic Planning, Budgets, Public Relations, Preschool, Employee Training, Microsoft Word, Teaching
Education
UC Berkeley 1996 — 1999
Bachelor's degree, Public/Applied History
iPOP China Inc March 2007 - Present
CDS Inc February 1999 - August 2013
Asia Pacific Film Festival April 2011 - July 2013
CCTC INC January 1994 - March 1999
Flack & Kurtz 1992 - 1994
TSI Inc 1989 - 1992
Computer Task Group Inc 1985 - 1989
Bank Of America 1979 - 1985
Skills
P&L Management, Budget Development, Team Leadership, Policy, Service Delivery, Strategic Planning, Operations Management, Cross-functional Team..., Employee Relations, Compliance, IT Service Management, Product Development, Key Account Management, Problem Solving, Compensation, International Business, Business Strategy, Start-ups, New Business Development, Entrepreneurship, Management, Sales Management, Solution Selling, Telecommunications, Strategy, Management Consulting, Public Relations, Marketing Strategy, Budgets, Team Management, Strategic Partnerships, Business Development, Marketing, Consulting, Program Management, Team Building, Human Resources, Contract Negotiation, Market Research, CRM, Business Planning, Change Management, Negotiation, Product Marketing, Mergers & Acquisitions, Entertainment Management, Digital Media, Project Management, Executive Management, Social Networking
Education
University of California, Berkeley 1984 — 1986
Oriental languages, Middle Eastern Languages
Uxbridge Technical College 1967 — 1969
ONC, Electrical Engineering
Bank of America March 2008 - Present
Wells Fargo February 2005 - November 2007
UC Berkeley September 2002 - May 2004
Skills
Korean, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Unix, SSH Client, Secure FTP, HTML, Pagemaker, Adobe Acrobat, Photoshop, Customer Service, Banking
Education
UC Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
McLellan Commercial Real Estate, Inc April 1994 - Present
Damner Pike & Company 1985 - April 1994
McNamara Group 1984 - 1985
Bank of America 1980 - 1984
Skills
Commercial Real Estate..., Real Estate, Commercial Real Estate, Location Intelligence, Loans, Disposition
Education
University of California, Berkeley 1976 — 1980
Political Economy of Industrial Societies, Economics
Robert Louis Stevenson School 1972 — 1976
Bank of America April 2007 - Present
Wells Fargo Bank (Real Estate Group) September 2002 - March 2007
Education
University of California, Berkeley 1995 — 1999
BA, Trade and Development
Cate School 1990 — 1994
Neuberger Berman November 2010 - September 2013
Neuberger Berman (formerly Lehman Brothers) January 2008 - November 2011
Bank of America August 2006 - December 2007
American International Group October 2005 - December 2005
Moody's Analytics December 2002 - March 2005
Moody's Analytics (formerly Mood's KMV) November 2000 - November 2002
Department of Defense 1999 - 2000
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
MS, Financial Engineering
University of California, Berkeley 1995 — 1999
BA, Economics
Cognizant Technology Solutions March 2013 - Present
Firehouse Arts Center January 2009 - Present
FrontRange Solutions August 2009 - February 2013
Regional Youth Development Program Coordinator September 1995 - August 2011
Musician, Private Teacher June 1980 - December 1994
Bank of America January 1980 - March 1984
Skills
Administrative..., Time Management, Outlook, Meeting Planning, Database Administration, Business Ettiquette, Document Creation, Event Planning, Customer Service, Facilities Management, Office Management, Microsoft Office, Receptionist Duties, Video Conferencing, Recruiting, Training, Software Documentation, Event Management, Expense Reports, Project Management, Customer Satisfaction, Human Resources, Management, Invoicing, Teamwork, Social Networking, Project Coordination, Databases, ADP Payroll, NetSuite, Interviews, Public Relations, CRM, Employee Relations, Leadership, Payroll, Newsletters, Microsoft Word, Hiring
Education
University of California, Berkeley
BA
Coldwell Banker Bay area December 1989 - Present
Hewlett-Packard July 1988 - December 1989
Dial-Guard January 1987 - June 1988
Montgomery Investors January 1985 - December 1986
Bank of America July 1981 - December 1984
Levi Strauss & Co. July 1980 - June 1981
Koret of California January 1979 - June 1980
Skills
Finance, Sales, Marketing, Start-ups, Mergers & Acquisitions, Project Management, Executive Management, Real Estate, Business Planning, Strategic Planning, Investments, Management, Brokerage, Negotiation, Investment Properties
Education
University of California, Berkeley 1974 — 1978
BS, Economics
PracticeIQ (formerly Balanced Labs) March 2015 - June 2015
YP April 2014 - March 2015
MicroD, Inc. December 2012 - 2013
Logical Advantage June 2012 - November 2012
Bank of America March 2011 - December 2011
Wachovia November 2008 - January 2010
Bank of America February 2008 - July 2008
Blue Pine Systems February 2007 - February 2008
hawkeye 2006 - 2007
Skills
ASP.NET, .NET, Microsoft SQL Server, IIS, C#, Visual Studio, WCF, Web Services, ASP.NET MVC, JavaScript, Databases, XML, SQL, jQuery, SSRS, PL/SQL, AJAX, CSS, SSIS, Oracle, Web Applications, SDLC, MVC, razor, jQuery-UI, jQuery Mobile, HTML, HTML5, ADO.NET, SOA, SQL Server Management..., ASP.NET AJAX, jQuery Ajax, Ajax Control Toolkit, responsive design, SQL Server, SSMS, Management Studio, OOP, Corporate Finance, Accounting, Web API, jQuery UI, HTML 5, T-SQL, AngularJS, Node.js, Backbone.js, Ember.js, Ember-CLI
Education
University of California, Berkeley
B.A.
University of California, Berkeley
MBA
MedWorks Corporate Meditation Programs August 2001 - Present
Tech Success International Corporation July 1982 - Present
Bank of America January 1980 - July 1982
Skills
Stress Reduction, Teaching, Meditation, Public Speaking, Stress Management, Coaching, Corporations, Wellness, Psychology, Staff Development, Leadership Development, Nutrition, Fitness, Employee Wellness, Social Services, Marketing, Program Development, Mindfulness Meditation, Executive Coaching, Workshop Facilitation, Wellness Coaching, Training, Personal Development, Mindfulness, Personal Training
Education
University of California, Berkeley
University of Massachusetts Medical School
Practicum in Mindfulness-Based Stress Reduction professional training program
Bank of America January 1992 - Present
Sterling Software May 1989 - September 1992
First Nationwide Bank September 1988 - May 1989
Amdahl Corporation July 1987 - August 1988
Bank of America August 1976 - July 1987
Share 1984 - 1987
Share 1984 - 1987
Skills
Mainframe, Capacity Planning, MVS, JCL, Operating Systems, COBOL, Problem Solving, Analysis, Troubleshooting, z/OS, IBM Mainframe, REXX, TSO, Microsoft Office, Programming
Education
University of California, Berkeley 1967 — 1969
Merritt College 1965 — 1968
Berkeley High School 1962 — 1965
City National Bank October 2013 - Present
Union Bank, MUFG November 2009 - October 2013
Bank of America January 1997 - June 2003
Bank of America February 1993 - January 1997
Robert M. Bass Group/American Savings & Loan August 1990 - February 1993
Jones Lang LaSalle August 1989 - August 1990
Deloitte August 1985 - August 1987
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Private Banking, Banking, Credit Analysis, Portfolio Management, Loan Origination, Asset Managment, Investments, Small Business Lending, Private Equity, Series 7, Asset Management, Wealth Management, Mortgage Lending, Securities, Lines Of Credit, Investment Management, Real Estate Economics, Real Estate, Estate Planning, Treasury Management, Commercial Mortgages, Consumer Lending, Commercial Real Estate, High Net Worth..., Finance, Real Estate Financing, Financial Structuring, Equities, Financial Analysis, Underwriting, Due Diligence, Funding
Education
The University of Chicago Booth School of Business 2015 — 2015
Certified Private Wealth Advisor Canidate
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Corporate Finance and Real Estate
University of California, Los Angeles 1983 — 1984
BA, International Government & Economics
Georgetown University 1983 — 1983
Summer Exchange Program, School of Foreign Service
University of California, Berkeley 1980 — 1983
International Government & Economics
Kachingle January 2007 - Present
AdoptMeApp + SponsorMeApp February 2014 - Present
RealCommunities 1998 - 2002
GolfWeb 1994 - 1998
Sun Microsystems 1986 - 1991
University of California at Berkeley 1990 - 1990
Data General 1981 - 1986
Bank of America 1973 - 1979
Skills
Micropayments, Entrepreneurship, Freemium, Start-ups, Cloud Computing, Product Marketing, Strategic Partnerships, Mobile Applications, Free, Social Networking, Online Marketing, E-commerce, Business Strategy, Leadership, Enterprise Software, Software Development, User Experience, Business Modeling, Internet Entrepreneur, Management, Venture Capital, Strategy, Agile Methodologies, Go-to-market Strategy, SEO
Education
Massachusetts Institute of Technology - Sloan School of Management 1978 — 1981
MBA a.k.a SM in Management, business
University of California at Berkeley 1969 — 1972
A.B., Chemistry & Computer Science
University of California at Berkeley
Computer Science Graduate Course work
Wells Fargo 2013 - Present
Wells Fargo Insurance Services 2005 - 2013
Wells Fargo 2001 - 2005
DirectBrand 2000 - 2000
Bank of America 1998 - 2000
Skills
Insurance, Risk Management, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Analysis, Business Strategy, Business Development, New Business Development, Strategic Financial..., Business Analysis, Financial Modeling, Process Improvement, Financial Services, Change Management, Financial Risk, Competitive Analysis
Education
Yale University - Yale School of Management
Master of Business Administration (MBA), Strategy and Finance
University of California, Berkeley
Bachelor of Arts (BA), Linguistics
Big Bear Builders March 1994 - Present
County Bank of Merced April 1987 - June 1991
Bank of America March 1970 - June 1980
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
University of Humboldt 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
UC Berkeley 1967 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Ten Group September 2014 - Present
US Trust December 2010 - July 2014
Bank of America January 2010 - December 2010
Stanley C. Pollock, CPA January 2009 - April 2009
Bank of America 2006 - 2008
The Kim Insurance Agency November 2004 - June 2006
Skills
High Net Worth..., Private Banking, Superior Client Service, Lines Of Credit, Credit, Siebel, CRM, Microsoft Office, APX, Risk Management, Investments, Data Entry, Management, Account Management, Time Management, Corporate Finance, Teamwork, Accounting, Customer Service, Spreadsheets, Sales, Customer Retention, Relationship Management, Wealth Management, Loans, Client Services
Education
University of California, Berkeley
연세대학교 / Yonsei University
McKesson Corp. October 2008 - Present
Sun Microsystems February 2004 - October 2008
Advanced Micro Devices November 1999 - February 2004
Bank of America August 1985 - March 1997
Skills
Treasury, Treasury Management, Sarbanes-Oxley Act, Financial Analysis, Cash Management, Forecasting, Process Improvement, Financial Modeling, Variance Analysis, Financial Reporting, Banking, Global Cash Management, Analysis
Education
University of California, Berkeley, Haas School of Business 1983 — 1985
M.B.A., Finanace
University of California, Berkeley 1975 — 1979
B.A., Economics
J.P. Morgan July 2015 - Present
Bank of America June 2007 - Present
Bank of America June 2005 - June 2007
Skills
Chartered Financial...
Education
University of California, Berkeley 2014 — 2017
Master of Business Administration (MBA)
University of Virginia 2001 — 2005
Bachelor of Science (BS), Systems Engineering;Economics
Visa May 1996 - Present
Bank of America February 1990 - April 1996
Bank of America February 1986 - January 1990
Skills
IBM Assembler, C, C++, Mainframe, IBM Mainframe, VSAM, SPUFI, MVS/ESA, VM/CMS, Fileaid, Syncsort, NDM, ClearCase, ClearQuest, CPCS, COBOL, JCL, ISPF, MVS, TSO, REXX, Endevor, PowerPoint, Easytrieve, SDLC, Visio, Xpediter, Application Development, Software Development, Requirements Analysis, CLIST, Remedy, SDSF, VM, Rules Engines, Blaze Advisor, Assembler, Payment Systems, Software Engineering, Microsoft Excel, Microsoft Office, Microsoft Word, BAL, Payment Card Processing, Endeavor, Transaction Processing, Testing, DB2, CICS, Payment Industry
Education
UC Berkeley 1987 — 1989
University of Wisconsin-Waukesha 1981 — 1983
Procon Consulting (GSA Contractor) October 2013 - Present
Strategic Real Estate Planning April 2007 - October 2013
Jacobs Engineering May 2005 - April 2007
Hellmuth, Obata + Kassabaum (Advance Strategies) January 2004 - May 2005
Bank of America July 1999 - August 2003
Ungar & Associates May 1991 - May 1994
Education
Washington University in St. Louis 1994 — 1997
MBA / Master in Architecture, Real Estate Development & Strategy
University of California, Berkeley 1985 — 1990
Bachelor of Arts, Environmental Design
Microsoft May 2013 - Present
VMware February 2012 - May 2013
Microsoft Corporation March 2006 - February 2012
Bank of America March 1999 - February 2006
IGN Entertainment August 1998 - January 1999
American Express January 1998 - May 1998
Skills
Strategic Partnerships, Cloud Computing, SaaS, Enterprise Software, Product Management, Program Management, New Business Development, Solution Selling, IT Strategy, Strategic Planning, Go-to-market Strategy, Business Intelligence, CRM, IT Management, Pre-sales, Project Management, Sales Management, Start-ups
Education
University of California, Berkeley 2000 — 2001
Wittenberg University 1998 — 2000
BA
PETERSON COUNTY LLC 2001 - Present
Mashantucket Pequot Tribal Nation 1997 - 2001
Bank of America 1994 - 1996
J.M. Huber Corporation 1994 - 1996
Oakland Tribune 1987 - January 1989
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA, Finance
University of California, Berkeley
BA
DataVerify August 2013 - Present
RealEC Technologies July 2012 - July 2013
Veros 2011 - June 2012
KWC - WCREA 2009 - 2011
Solidifi 2008 - 2009
First American Core Logic 2002 - 2008
FNC 1999 - 2002
Bank of America 1991 - 1999
Glendale Federal Bank 1988 - 1991
Education
University of California, Berkeley 1984 — 1988
BA, Economics and English
Bellarmine College Preparatory 1980 — 1984
Bank of America June 2014 - Present
AIG May 2012 - June 2014
Travelers Insurance May 2009 - March 2012
Fannie Mae December 2007 - February 2009
Capital One August 2003 - December 2007
Skills
Predictive Modeling, Predictive Analytics, SAS, Analytics, Statistical Modeling, Data Mining, Segmentation, SAS programming, Risk Management, Data Analysis, Business Analytics, Credit Risk, Quantitative Analytics, Financial Services, Time Series Analysis, R, Requirements Analysis, Big Data, Financial Modeling, Customer Analysis, Analysis, Customer Insight, Operations Research, Database Marketing, Business Intelligence, Statistics, Logistic Regression
Education
Yale University 1984 — 1988
Ph.D., Statistics
University of California, Berkeley
MA, Statistics
University of California, Berkeley
BA, Physics
CoreLogic June 2014 - Present
CoreLogic March 2013 - Present
The William Fall Group December 2010 - February 2013
Informative Research March 2008 - December 2010
Bank of America 2002 - 2008
Basis 100 2000 - 2002
Chicago Title 1996 - 2000
First American Title 1986 - 1996
Skills
Mortgage Lending, Mortgage Banking, Underwriting, Refinance, Loans, New Business Development, Management, Consumer Lending, Process Improvement, Marketing, Finance, Loan Servicing, Credit, Sales, Leadership, Team Building, Customer Service, Time Management, Account Management, Loan Origination, Financial Services, Strategic Planning, Analytics, Real Estate, FHA, Banking, Residential Mortgages, Training, Sales Management, Risk Management, Portfolio Management, Mortgage Servicing, Executive Management, Loss Mitigation, Selling, Relationship Management, Business Development, Credit Analysis, Valuation, Salesforce.com, Financial Analysis, Strategic Partnerships, Investment Properties
Education
University of California, Berkeley
University of California, Santa Barbara
ELEvents Group LLC July 2015 - Present
Long Stems Floral & Events 1996 - Present
Cerise Events Group May 2014 - June 2015
Town Hall Theatre Company 2008 - 2011
Bank of America 1989 - 2006
LIT America / Pacific Stock Exchange 1984 - 1989
Skills
Project Management, Strategic Planning, Event Management, Business Development, Public Relations, Management, Financial Services, Fundraising, Investments, Non-profit Leadership, Community Outreach, Volunteer Management, Community Theatre, Creative Direction, Floral Design, Catering, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Program Management, Leadership, Event Planning, Nonprofits, Public Speaking
Education
University of California, Berkeley 1983 — 1985
Bachelor's Degree, Economics
University of California, Davis 1981 — 1983
Economics
Children's Hospital Oakland Research Institute June 2015 - Present
UC Berkeley January 2015 - Present
Junior Achievement of Northern California June 2014 - August 2014
Bank of America April 2014 - August 2014
Kaiser Permanente June 2013 - August 2013
Skills
Non-profit Volunteer, Microsoft Excel, Microsoft Office, Social Media, Leadership, Communication Skills, Public Speaking, Teamwork, Community Outreach
Education
University of California, Berkeley 2014 — 2018
Bachelor's Degree, Public Health
Concord High School 2010 — 2014
High School
Bank of America August 2015 - Present
Ross Stores, Inc. May 2014 - July 2014
Glide Foundation June 2013 - August 2013
ONPS International Summer School February 2013 - May 2013
The Northern Regional Facility (NRLF) February 2013 - May 2013
Next Course Inc. March 2008 - October 2009
Skills
Sales, Financial Analysis, Financial Services, Financial Planning, Interpersonal..., Program Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Fundraising, Event Planning, Community Outreach, Leadership, Teaching, Photoshop
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Political Economy, 3.56
Mission High School, San Francisco 2007 — 2011
High School Diploma, 4.47
Pacific Gas and Electric Company 1994 - Present
Pacific Telesis 1986 - 1994
Bank of America 1984 - 1986
Deloitte Haskins & Sells 1983 - 1986
Skills
SDLC, Business Analysis, Business Process, Requirements Gathering, Process Improvement, Integration, Systems Analysis, Functional..., PMO, Smart Grid, SharePoint, Requirements Analysis, Program Management, Enterprise Architecture, IT Strategy, Citrix, Oracle, Business Process Design, SQL, Project Management, MS Project, Project Portfolio..., Visio, Business Requirements, Microsoft Exchange, Testing, Analysis, Software Development, Vendor Management, Business Process..., Project Delivery, Software Documentation, SAP, Business Intelligence, Software Project..., Business Objects, PMP, ITIL, Disaster Recovery, Solution Architecture, Oracle E-Business Suite, Data Modeling, Governance, Outsourcing, Process Engineering, Business Transformation, PL/SQL, BMC Remedy, SOA, Utility Industry
Education
University of California, Berkeley
Accounting and Finance
ZoomSystems June 2005 - Present
Bank of America June 2001 - June 2005
Lot21 July 2000 - March 2001
Whittman-Hart / marchFIRST July 1999 - July 2000
Bank of America 1996 - 1999
Application Resources 1994 - 1996
Bank of America 1991 - 1994
Skills
Cross-functional Team..., E-commerce, Forecasting, Product Development, Product Management, Project Management, Start-ups, Business Development, Strategic Planning, Business Analysis, Inventory Management
Education
UC Berkeley 1981 — 1985
BA, Biophysics
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
Pillsbury Winthrop Shaw Pittman LLP October 2014 - Present
Pillsbury Winthrop Shaw Pittman LLP May 2013 - July 2013
United States Bankruptcy Court June 2012 - August 2012
Bank of America June 2010 - August 2010
University of California, Berkeley - Boalt Law School January 2010 - August 2010
California State Assembly May 2008 - August 2008
United States House June 2008 - June 2008
Skills
Econometrics, Economics, Policy Analysis, Mandarin, Legal Writing, Policy, Research, Analysis, Qualitative Research, Trials, Corporate Law, Legal Issues, Public Policy, Politics, Legal Research, Data Analysis, Legislative Relations, Westlaw
Education
University of Southern California Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Fair Oaks Presbyterian Church September 2012 - Present
aCROSS Marin Christian Fellowship November 2010 - April 2012
aCROSS Marin Christian Fellowship January 2009 - November 2010
Golden Gate Baptist Theological September 2008 - July 2010
Bank of America April 2007 - December 2007
Skills
Public Speaking, Teaching, Leadership Development, Community Outreach, Research, Event Planning, Leadership, Coaching, Volunteer Management, Microsoft Office, Social Media, Customer Service, Strategic Planning, Editing, Team Building, Preaching, Theology, Discipleship, PowerPoint
Education
Golden Gate Baptist Theological Seminary 2008 — 2011
Master of Divinity
UC Berkeley 2004 — 2006
Bachelor of Arts, Linguistics
Deutsche Bank December 2012 - Present
Bank of America June 2012 - November 2012
UBS Financials November 2011 - June 2012
Merichem Company April 2010 - June 2011
Education
University of California, Berkeley
Master's degree, Engineering
Veeva Systems December 2011 - April 2015
AXA Rosenberg November 2007 - December 2011
Entelos 2005 - 2007
Discovery Innovations 2000 - 2005
PeopleSoft October 1993 - October 2000
Bank of America 1987 - 1993
Skills
Product Management, SaaS, Software Development, Cloud Computing, Requirements Analysis, SQL, Project Management, Product Development, Software Project..., Databases, Enterprise Software, Integration, Java, Business Analysis, Agile Methodologies, Management, IT Strategy, Software Engineering, Leadership, Business Intelligence, Agile Project Management, ERP, CRM, SDLC, Cross-functional Team..., Analytics, Business Process, Program Management, Vendor Management, Strategy, Enterprise Architecture, Professional Services, Start-ups
Education
University of California, Berkeley
BA, Mathematics and Philosophy
HAYWARD APPRAISERS June 2005 - Present
HAYWARD APPRAISERS June 2005 - Present
HAYWARD APPRAISERS 2005 - Present
Bank of America January 1990 - January 2005
Chabot College, and Las Positas College 1990 - 2004
American Real Estate Appraisal Company January 1987 - January 1990
Skills
Appraisals, Hayward Appraisals, Residential Homes, Single Family Homes, Valuation, Investment Properties, Real Estate, Real Estate Economics, Investors, Real Estate Transactions, Referrals, Bankruptcy, Condos, Property Management, Refinance, Trust, Luxury, Loss Mitigation, Real Property, Disposition, Investments, Real Estate Investment, Reverse Mortgages, Appraisal, Appraiser, Living Trust Appraiser, Bankruptcy Appraiser, Date of Death Appraiser, Residential Appraisal, 2-4 Unit Residential..., Residential Condominiums, Residential Townhouses
Education
University of California, Berkeley 1971 — 1974
Real Estate Studies
Uber November 2013 - Present
Doremus February 2013 - October 2013
Self-employed March 2008 - August 2013
Bank of America April 2005 - March 2008
Discovery Channel Consumer Products 2001 - 2005
Bravo! Marketing 1999 - 2001
Skills
Copywriting, Editing, Content Strategy, Web Content, Copy Editing, Proofreading, Newsletters, Technical Writing, Creative Writing, Press Releases, Corporate Communications, Storytelling, Web Content Management, Strategic Communications, Marketing Communications, Web Design, Editorial, Content Development, Publications, Management, Creative Direction, Advertising, Social Media
Education
University of California, Berkeley 1996 — 2000
BA, English
Easter Seals Inc. November 2013 - Present
Bank of America 2010 - 2013
Bank of America 2005 - 2010
Bank of America 2003 - 2005
Skills
Analysis, Strategy, Risk Management, Program Management, Management, Financial Services, Banking, Credit, Leadership, Process Improvement, Call Centers, Recruiting, Six Sigma, Customer Service, Business Analysis, Vendor Management, Strategic Planning
Education
University of California, Berkeley
Bachelor of Arts (BA), Social Welfare
Contra Costa County January 2014 - January 2015
(career transition) --> Health Information Technology May 2012 - January 2014
Novartis Vaccines and Diagnostics October 1994 - April 2012
BART January 1991 - October 1994
Contra Costa County, CA November 1988 - January 1991
Bank of America September 1987 - November 1988
City of Lynwood, CA March 1982 - August 1984
State of Washington July 1980 - October 1981
Skills
Database Application..., Requirements Gathering,..., Database Applications, Data Migration, Relational Databases, Public Policy
Education
University of California, Berkeley 1978 — 1980
Economics (BA) & Public Policy Analysis (Masters)
East West Bank April 2013 - Present
East West Bank April 2008 - March 2013
Bank of America September 2007 - March 2008
Bank of America June 2006 - August 2007
Bank of America October 2004 - May 2006
Bank of America May 2003 - September 2004
Bank of America October 2002 - April 2003
Bank of America October 2001 - September 2002
Etako Ltd January 1998 - January 2001
Waterfield Portola Pte Ltd September 1996 - December 1997
Skills
Telecommunications, Leadership, Business Planning, Investments, Management, B2B, Marketing, Coaching, Commercial Banking, Risk Management, Customer Experience, Operational Excellence, Banking, Product Management, Management Consulting, CRM, Business Development, Business Strategy, Strategy, Retail Banking, Six Sigma, Entrepreneurship, Sales Operations, Sourcing, Manufacturing, Customer Satisfaction, Lean Manufacturing, Commercial Lending, Cash Management, Enterprise Software, Selling, Retail, Credit, Portfolio Management, Sales, Business Process, Change Management, Treasury Management, Performance Management, Restructuring, Loans, Outsourcing, Project Planning, Budgets, Credit Cards, Supply Chain, Acquisition Integration, Security, Mortgage Lending, Financial Risk
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Pennsylvania 1989 — 1991
MSE, Systems Engineering
University of California, Berkeley 1982 — 1987
BS, Mechanical Engineering
Palo Alto High 1978 — 1982
High School Diploma, General Education
Bank of America February 2010 - Present
Skills
Analytics, Vendor Management, Business Analysis, Business Intelligence, SDLC, E-commerce, CRM, Project Management, Banking, Agile Project Management, Cross-functional Team..., Integration, Product Management, Program Management, Salesforce.com, Strategy
Education
Soka University of America 1994 — 1995
Masters
University of California, Berkeley 1990 — 1993
Bachelors
Cedercreutz Company 2002 - Present
Tribeca Companies July 2009 - January 2010
Reilly Mortgage Group 1999 - 2002
Mason-McDuffie Financial 1997 - 1999
Claremont Capital 1993 - 1997
Eichler Corporation 1989 - 1992
Wells Fargo Bank 1987 - 1989
Bank of America 1976 - 1987
Skills
Risk Management, Valuation, Mergers, Asset Managment, Financial Modeling, Mortgage Lending, Real Estate Financing, Real Estate Economics, Single Family Loans, Commercial Real Estate, Mergers & Acquisitions, Portfolio Management
Education
University of California, Berkeley 1974 — 1976
MBA, Finance and Accounting
University of California, Santa Barbara 1968 — 1972
BS, Physics, Mathematics
University of Michigan 1983 — 1985
Executive Education, Banking & Financial Services Executive Program
Bank of America November 2009 - Present
Federal Home Loan Bank of San Francisco July 2007 - June 2009
CSC - Computer Sciences Corporation 2003 - 2007
Providian Financial 2000 - 2003
The Clorox Company 1984 - 2000
EEG Systems Laboratory July 1977 - October 1984
Skills
VBScript, Active Directory, Project Management, Security, Powershell, Infrastructure, Networking, Data Center, Disaster Recovery, Program Management, Windows, Integration, Visual Basic
Education
University of California, Berkeley 1975 — 1977
BlackRock March 2011 - Present
Bank of America June 2008 - March 2011
UC Berkeley, Office for the Protection of Human Subjects September 2005 - May 2008
Nordstrom June 2005 - May 2008
Eastdil Secured June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Negotiation, Capital Markets, Due Diligence, Data Analysis, Mergers & Acquisitions, Valuation, Venture Capital, Financial Analysis, Investment Banking, Portfolio Management, Equities, Investments, Corporate Finance, Private Equity, Finance, Strategy
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
BS Buisness Administration, Finance & Real Estate
University of California, Berkeley 2004 — 2008
BA, Economics, Behavior Finance & International Economics
Bank of America December 2011 - Present
Bank of America October 2006 - December 2011
Bank of America 2001 - 2005
Bank of America 1996 - 2001
Federal Home Loan 1994 - 1996
American Liberty Bank 1990 - 1994
Skills
Six Sigma/Green Belt..., Banking, Process Improvement, Project Management, Change Management, Requirements Analysis, Business Requirements, Mortgage Banking, PMO, Risk Management, Team Leadership, Business Development, Financial Risk, Management, Requirements Gathering, IT Strategy, Vendor Management, Program Management, Business Analysis, Project Portfolio..., Mortgage Lending, Loans, Fundraising, Business Process..., Portfolio Management, Financial Services, Relationship Management, Retail Banking, Analytics
Education
University of California, Berkeley 1985 — 1990
BA
IGN Entertainment February 2015 - September 2015
IGN Entertainment November 2013 - January 2015
IGN Entertainment January 2013 - October 2013
IGN Entertainment June 2012 - December 2012
IGN Entertainment May 2011 - May 2012
IGN Entertainment October 2010 - May 2011
Thermo Fisher Scientific October 2009 - October 2010
Bank of America August 2005 - October 2008
Skills
PowerPoint, Excel, Customer Relations, Word, Outlook, Customer Service, Microsoft Office, Google Analytics, Ad Serving, Microsoft Excel, Management, Advertising, Mobile Advertising, Online Advertising, Salesforce.com, Operative Dashboard, Freewheel, Campaign Management
Education
University of California, Berkeley 2001 — 2005
B.S., Business Administration
Merrill Edge November 2014 - Present
JPMorgan Chase September 2013 - November 2014
Bank of America September 2012 - September 2013
Encinal Investments, Inc. January 2001 - September 2012
Tavel Entertainment 1998 - 2000
William-Morris Agency 1996 - 1998
Skills
Sales, Long-term Customer..., Customer Retention, Exceptional Communicator, Problem Solving, Written & Oral..., Customer Insight, Teamwork, Dispute Resolution, Project Management, Property Management, Lease Administration, Real Estate Development, Building Permits, Entitlements, Zoning, Tenant Improvement..., Conditional Use Permits, General Plans, Facilities Management, Tenant Coordination, Blueprint Reading, Building Management..., Tenant Retention, Office Buildings, Contractual Agreements, Contractor Selection, CPM Scheduling, Facility Start-up, FDA GMP, Supervisory Experience, Marinas, Owners Representative, Editing, Speech Writing, Negotiation
Education
UC Berkeley
Bachelor of Arts (B.A.), English Language and Literature/Letters
UC Berkeley Extension
Understanding Wealth Management
Head-Royce School
High School, General Education
David Barnett 2009 - Present
Total Attorneys 2008 - 2009
Sonnenschein, Nath & Rosenthal, LLP 2005 - 2008
Baker & McKenzie 1998 - 2005
Financial Technology, Inc. 1997 - 1998
Fenchurch Capital Management 1988 - 1996
Bank of America 1983 - 1988
Education
University of California, Berkeley 1966 — 1968
BA in Social Sciences & Economics, Economics, Mathematics, History, Psychology
University of Wisconsin-Milwaukee
Economics, econometrics
Bank of the West June 2012 - Present
Bank of the West August 2008 - June 2012
Irwin Home Equity May 2001 - February 2008
Bank of America August 1995 - May 2001
Bank of America April 1994 - August 1995
Bank of America October 1992 - March 1994
Bank of America October 1990 - September 1992
Skills
Innotas, LDRPS, Atrocious French, Vendor Management, Business Analysis, Business Continuity..., Risk Management, Banking, Process Improvement, PMP, Governance, SDLC, Project Management, Financial Risk, Disaster Recovery, Change Management, Visio, IT Management, PMO, Software Documentation, Team Leadership, Cross-functional Team..., Analysis, Management, SharePoint
Education
University of California, Berkeley
MBA
Washington State University
BA
BNP Paribas September 2007 - Present
Bank of America June 2004 - August 2007
Citibank July 2000 - September 2001
Skills
Portfolio Management, Credit, Debt, Loans, Underwriting, Credit Analysis, Credit Risk, Banking, Structuring, High Yield, Corporate Finance, Structured Finance, Commercial Banking
Education
University of California, Berkeley 1996 — 2000
B.S., Business, Environmental Science
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
Business Administration
John F. Kennedy High School 1992 — 1996
Bank of America Merrill Lynch May 2015 - Present
Bank of America March 2013 - Present
Bank of America May 2012 - March 2013
Bank of America August 2011 - May 2012
Bank of America September 2008 - August 2011
Bank of America May 2006 - September 2008
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Relationship Management, Treasury Services, Liquidity Management, Corporate Finance, Commercial Lending, Treasury, Portfolio Management, Business Development, Financial Services, Strategy, Product Management, Loans, Cross Selling, Credit Analysis, Credit Risk, Finance, Sales, New Business Development
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Legal Studies, General
J.P. Morgan July 2010 - Present
Royal Bank of Scotland June 2004 - June 2010
ABN AMRO Bank June 1999 - November 2002
ABN AMRO/LaSalle Bank June 1996 - July 1999
Bank of America 1981 - 1996
Education
UC Berkeley
BA, Economics and Environmental studies
Bank of America Account ExecutiveBank of America Home Loans1994 - Present
Education
University of California, Berkeley 1981 — 1985
Bank of America February 1997 - Present
Education
University of California, Berkeley 1998 — 2001
BA, Political Science and Government
University of California, Irvine 1998 — 1999
BA, Political Science
Bank of America August 2014 - Present
HP Enterprise Services March 2003 - August 2014
Bank Of America September 1999 - February 2003
Kaiser Permanente September 1998 - September 1999
Vanstar Corporation March 1996 - July 1998
U.S.Government - Public Works Center January 1993 - August 1995
Skills
Cisco Technologies, Cisco, Troubleshooting, QoS, Routing, BGP, OSPF, EIGRP, ISIS, Switching, Linux, IT Operations, Disaster Recovery, Data Center, Network Administration, Routers, Network Engineering, Switches, IT Service Management, WAN, Microsoft Exchange, Outsourcing, Software Development, Cisco IOS, Network Architecture, Enterprise Architecture, Networking, Network Security, TCP/IP, Incident Management, Firewalls, Computer Network..., VPN, Testing, Cisco Nexus, System Deployment
Education
University of California, Berkeley 1985 — 1990
B.A.
Charles Schwab August 2011 - Present
Safeway January 2007 - August 2011
SAFEWAY, INC 2003 - 2007
SAFEWAY, INC. 2001 - 2003
familywonder.com 2000 - 2001
ONESIGHT, Inc. 1999 - 2000
KPMG Peat Marwick 1998 - 1999
Bank of America 1992 - 1998
Education
University of California, Berkeley 1991 — 1995
Valbridge - Hulberg May 2004 - Present
Villanueva Realty Advisors May 1996 - December 2011
Coastal Federal Bank 1993 - 1996
Bank of America 1990 - 1993
Bank of America Investment Real Estate 1986 - 1988
Skills
Valuation, Real Estate, Appraisals, Feasibility Studies, Brokerage, Due Diligence, Real Estate Economics, Real Estate Development, Commercial Real Estate, Acquisitions, Apartments, Investment Properties, Residential Homes
Education
University of California, Berkeley 1982 — 1987
BA, Mathematics/Computer Science
Wells Fargo Bank November 1999 - Present
Bank of America January 1995 - November 1999
J. Walter Thompson 1992 - 1992
Hill Holliday Advertising 1989 - 1991
Hill Holliday 1989 - 1991
Skills
Advertising, Integrated Marketing, Direct Marketing, Marketing Communications, Creative Direction, Online Marketing, Marketing Strategy, Product Marketing, Marketing Research, Analytics, Digital Marketing, Segmentation, Customer Insight, Email Marketing, Multi-channel Marketing
Education
University of California, Berkeley
BA, Cultural Anthropology
Bank of America August 1981 - Present
Skills
Treasury Management, Banking, Management, Commercial Banking, Credit, Risk Management
Education
UC Berkeley
Litman Gregory January 2015 - Present
Litman Gregory January 2014 - December 2014
Daintree Advisors LLC March 2013 - January 2014
Daintree Advisors LLC January 2011 - February 2013
Tufts Medical Center May 2009 - May 2010
Bank of America September 2007 - April 2009
Pharos Capital Group LLC April 2007 - May 2007
Consumer Credit Counseling Service of San Francisco September 2005 - February 2007
Skills
Investment Consulting, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Loans, Investment Management, Mutual Funds, Leadership, Investments, Finance, Credit Analysis, Analysis, Financial Advisory, Wealth Management
Education
University of California, Berkeley
Bachelor's of Science, Business Administration, 3.83 GPA
University High School
Bank of America Merrill Lynch April 2012 - Present
Bank of America July 2009 - June 2012
Third Wave Partners 2009 - 2009
Macquarie Bank Limited 2005 - 2008
Bank of America 2002 - 2005
Nissho Iwai American Corporation 1997 - 2002
Mitsui Kensetsu Development, Inc. 1990 - 1997
Equity Properties and Development Company 1989 - 1989
Homestead Financial 1986 - 1988
Skills
Real Estate Finance, Mezzanine
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of California, Berkeley 1981 — 1985
BA, Architecture
United Way Silicon Valley January 1996 - Present
United Way Silicon Valley, San Jose, CA 2001 - 2010
Bank of America March 1984 - September 1991
Skills
Public Speaking, Community Outreach, Grant Writing, Non-profits, Executive Coaching, Budgets, Customer Service, Fundraising, Community Development, Event Planning, Leadership Development, Public Relations, Public Policy, Program Development, Philanthropy
Education
University of California 1971 — 1975
BS, Economics
Bank of America July 2009 - Present
Merrill Lynch January 1997 - July 2009
Skills
Marketing Communications, Corporate Social..., Community Development, Philanthropy, Media Relations, Ethnic Media, Public Relations, Speech Writing, Public Speaking, Nonprofits
Education
University of California, Berkeley 1982 — 1986
B.A., Political Science and Economics
Autodesk April 2014 - Present
Gap Inc. January 2012 - February 2014
Visa, Inc. January 2011 - December 2011
Wells Fargo March 2009 - October 2010
Vircon 2009 - 2010
Charles Schwab 2000 - 2008
Bank of America 1988 - 2000
Skills
Integration, Team Management, SDLC, Agile Project Management, Software Development, Quality Assurance, Agile Methodologies, Change Management, Scrum, Team Building, Data Warehousing, Leadership, Business Analysis, Software Project..., PMO
Education
University of California, Berkeley
FedEx Ground February 2015 - Present
Bank of America March 2007 - May 2014
Option One Mortgage March 1997 - December 2006
Skills
Banking, Microsoft Office, Quality Assurance, Visio, Loans, Mortgage Banking, Mortgage Lending, Project Management, USDA, Credit, Customer Service, Financial Analysis, Risk Management, Mortgage Underwriting, Retail Banking, Test Planning, Vendor Management, Loan Origination, Six Sigma, SDLC, Portfolio Management, Residential Mortgages, Refinance, Quality Center, Business Analysis, Requirements Analysis, Mortgage Servicing, FHA, Loss Mitigation, Microsoft Excel, Process Improvement
Education
University of California, Berkeley 1983 — 1987
Bachelor of Science (B.S.), Theoretical Economics
University of California, Berkeley 1983 — 1987
Bachelor's degree, Economics
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
Salt Partners Group January 2015 - Present
Starwood Capital Group June 2014 - August 2014
BR Guest April 2012 - June 2013
BR Guest Hospitality June 2010 - April 2012
Bank of America August 2009 - June 2010
PricewaterhouseCoopers September 2007 - August 2009
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Accounting, Cash Flow Forecasting, Financial Analysis, Financial Statements, Corporate Finance, Due Diligence, US GAAP, Mergers & Acquisitions, Finance, Financial Reporting, Analysis, SEC filings, Forecasting
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2007
BSBA, Accounting and Finance
Société Générale December 2014 - Present
Royal Bank of Scotland May 2012 - December 2014
RBS Global Banking & Markets January 2009 - May 2012
RBS Greenwich Capital 2008 - 2008
RBS Greenwich Capital 2008 - 2008
Bank of America 2000 - 2008
bank of America 2000 - 2008
Atlantic Portfolio Analytics and Management 1997 - 2000
APAM 1997 - 2000
Skills
Options, Interest Rate..., Fixed Income, Trading Systems, Derivatives, Strategy, Hedge Funds, Capital Markets, Equities, Management, Investments, Electronic Trading, Credit Derivatives, Structured Products, Equity Derivatives
Education
University of California, Berkeley 1989 — 1993
PhD, Chemistry
University of Wisconsin-Madison 1984 — 1989
BS
Bank of America Home Loans 2010 - 2011
Bank of America 2007 - 2010
Bank of America/Countrywide Home Loans 2005 - 2007
Irwin Mortgage 2004 - 2005
Irwin Mortgage 2002 - 2004
Irwin Mortgage 1998 - 2002
All Pacific/Irwin Mortage 1991 - 2002
Skills
Mortgage Lending, Operations Management, Team Building, Team Leadership, Business Process, Business Analysis, Credit Analysis, Coaching, Analysis, Banking, Credit, Credit Risk, FHA, Integration, Leadership, Loans, Management, Mortgage Banking, Refinance, Residential Mortgages, Strategic Planning, Training, Underwriting
Education
University of California, Berkeley
BA with Honors
Morgan Stanley February 2014 - May 2014
Bank of America August 2011 - September 2013
Merrill Lynch 2003 - 2008
Credit Suisse 2001 - 2003
Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
BA, Economics
Union Bank August 2007 - Present
Wells Fargo Bank 2002 - 2007
Bank of America 1994 - 2002
Skills
Fixed Income, Bloomberg, Asset Managment, Banking, Portfolio Management, Capital Markets, Financial Analysis, Derivatives, Investments, Financial Risk
Education
University of California, Berkeley 1990 — 1994
BA, Economics
Center for Financial Stability, Inc. 2010 - Present
Bank of America 2005 - 2009
US Treasury 2003 - 2005
Globalecon LLC 1999 - 2003
Santander Investment 1997 - 1999
Salomon Brothers 1993 - 1997
Bank of America 1987 - 1993
Education
University of Pennsylvania 1981 — 1985
BA, Economics / Natural Sciences
University of California, Berkeley 1990 — 1993
MBA, Finance
The New School 1999 — 2001
Ph.D. studies, Economics
MacLane and Company, Inc. February 2009 - Present
Washington Mutual April 2005 - January 2009
Property Sciences, Inc. January 2002 - April 2005
University of California, Berkeley April 1999 - December 2002
Federal Home Loan Bank of San Francisco 1985 - 1988
Bank of America 1977 - 1981
Skills
Subdivisions, Luxury, estate, and..., Land Development, Due Diligence, REO, Valuation, Real Estate, Land, Retail, Loans, Banking, Credit, Real Estate Investment, Investment Properties, Real Estate Finance, Real Estate Development, Income Properties, Financial Analysis, Mixed-use, Leases, Market Analysis, Excel, Real Estate Transactions, Site Selection, Estate homes with..., Appraisals, Disposition, Appraisal of marinas..., Appraisal of 100+ unit..., Property, Single Family Homes, Residential Homes, Real Estate Financing, Real Estate Economics
Education
University of California, Berkeley 1974 — 1976
MA, Geography
University of California, Berkeley 1969 — 1972
BA, Geography
Piedmont High School 1965 — 1969
Diploma, College Prep
Wells Fargo SBA Lending October 2011 - Present
Seacoast Commerce Bank 2009 - Present
City National Bank September 2008 - November 2009
Lehman Brothers November 2005 - March 2008
Bank of America April 1998 - November 2005
Education
University of California, Berkeley 1992 — 1997
BA, Economics
Look Law Office May 2007 - Present
Bank of America September 1996 - May 2003
Education
University of California, Berkeley 1991 — 1994
Doctor of Law (J.D.)
University of California, Berkeley 1987 — 1991
Bachelor of Science (BS), Business/Managerial Economics
Life Technologies 2011 - Present
The Clorox Company 2006 - 2010
Law Office 1999 - 2006
Bank of America 1986 - 1998
Skills
Forecasting, Analysis, SAP, Data Analysis, Risk Management, Process Improvement, Microsoft Excel, Budgets, Microsoft Office, Management, PowerPoint, Financial Analysis, Financial Reporting, Finance
Education
University of California, Berkeley
BA, Applied Mathematics
Consulting 2006 - Present
Bank of America 1984 - 1996
Skills
Affiliate Marketing
Education
University of California, Berkeley 1977 — 1981
B.A., Political Science, Computer Science
Federal Reserve Bank of San Francisco March 2004 - Present
Bank of America 1997 - 2000
Bank of America 1988 - 1997
Education
UC Berkeley
MBA, Finance
University of California, Berkeley
Bachelor's degree, Economics
University of California, Berkeley
Master of Science (MS), Civil Engineering
EY November 2014 - Present
Bank of America July 2008 - November 2014
Skills
Portfolio Management, Data Analysis, Analytics, Risk Management, Quantitative Finance, Finance, Credit Risk, Corporate Finance, Mortgage Lending, Credit Analysis, Mortgage Banking, SQL, Business Intelligence, Data Mining, Business Process..., Loans, Process Improvement
Education
University of California, Berkeley 2004 — 2008
Economics, Economics
Dynavax Technologies 2012 - 2013
PDL BioPharma 2008 - 2011
Grant Thornton LLP 2007 - 2008
Independent Business Consultant 2005 - 2007
Trinity Learning Corporation 2003 - 2005
Independent Business Consultant 1999 - 2002
Bank of America 1984 - 1999
Wells Fargo Capital Markets Inc. 1984 - 1985
KPMG LLP 1981 - 1984
Skills
Restructuring, Due Diligence, SOX, Accounting, Investor Relations, Start-ups, Mergers, Strategic Planning, Business Strategy, New Business Development, Business Planning, Change Management, Compliance, Financial Analysis, Contract Negotiation, Budgeting, Forecasting, International Business, Financial Modeling, Financial Reporting, Executive Management, Cross-functional Team..., Mergers & Acquisitions, Budgets
Education
University of California, Berkeley 1972 — 1976
BS, Nutrition & Food Science
CSU East Bay
MBA, MBA
Employee Benefits Services Group, Inc. November 2011 - Present
Almaden Valley Girls Softball League 2007 - Present
Presentation High School July 2009 - December 2014
TD Ameritrade 2010 - 2011
AIG VALIC 2008 - 2009
Bank of America 2003 - 2008
Morgan Stanley 1999 - 2001
Skills
Retirement Planning, Series 7, Investment Strategies, Investments, Securities, Wealth Management, Financial Advisory, Series 63, Series 65, Mutual Funds, Investment Advisory, Fixed Income, Equities, Portfolio Management
Education
University of California, Berkeley 1989 — 1993
B.S., Political Economies
St. Mary's High School, Stockton, CA 1985 — 1989
Bank of America May 1990 - April 2007
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Mathematics
University of California, Berkeley
Astronomy and Astrophysics, Graduate Studies
U.S. Department of Labor June 2014 - Present
U.S. Bank February 2013 - July 2013
U.S. Bank November 2011 - March 2012
Bank of America July 2011 - October 2011
Wells Fargo April 2009 - July 2010
JC Penney September 2008 - March 2009
Kaiser Permanente June 2008 - September 2008
California Program of Opportunity and Equity September 2007 - May 2008
Chicana/Latina Student Development September 2007 - December 2007
Center for Latino Policy Research September 2007 - December 2007
Skills
Experience in..., Research, Customer Service, Public Policy
Education
University of California, Berkeley 2004 — 2008
BA, American Studies
University of San Francisco
Scott Valley Bank May 2012 - Present
HSBC 2008 - 2011
Bank of America 2001 - 2008
Bank of America 1999 - 2001
Bank of America 1995 - 1999
Skills
Event Management, Business Development, Portfolio Management, Credit, Commercial Banking, Sales, Finance, New Business Development, Credit Analysis, Loans, Relationship Management, CRM, Lines Of Credit, Cash Management, Financial Services
Education
UC Berkeley
BA
Bank of America October 2011 - Present
Bank of America February 2004 - October 2011
Bank of America February 2000 - December 2004
Providian / J.P. Morgan August 1998 - December 1999
First Data Corporation October 1997 - August 1998
Citi June 1996 - August 1997
Skills
Banking, E-commerce, Process Development, Project Budgeting, Project Delivery and..., Resource and Budgeting, Budgets, Integration, CRM, Requirements Analysis, Process Simulation, Quality Assurance, Project Delivery, Project Management, Business Analysis, Risk Management, SDLC, Agile Methodologies, Software Project..., Strategy, Testing, Management, Leadership, Team Leadership, Vendor Management, Project Portfolio..., Mobile Devices, Business Process..., Process Improvement, Business Intelligence, IT Strategy, IT Management, Analytics
Education
MBA 1994 — 1996
MBA, Systems Management and International Business
University of California, Berkeley 1994 — 1995
Associate Certificate, Project Management and Statistical Analysis
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
Alexander Cohen & Associates November 2013 - Present
First Republic Bank April 2012 - August 2012
Bank of America December 2006 - April 2012
Skills
Microsoft Excel, Marketing, PowerPoint, Event Planning, Financial Analysis, Financial Modeling, Microsoft Office, Small Business Lending, Microsoft Word, Leadership, Research, Loans, Sales, Accounting, Customer Service, Consumer Lending, Public Speaking
Education
University of California, Berkeley 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Spring Bioscience, Subsidary of Ventana Medical Science, Member of the Roche Group 2014 - Present
Spring Bioscience, Subsidary of Ventana Medical Science, Member of the Roche Group November 2011 - February 2013
Thermo Fisher Scientific July 2009 - November 2011
Lab Vision October 2008 - July 2009
University of California, Berkeley May 2007 - May 2008
Bank of America June 2006 - February 2008
Skills
Biotechnology, Molecular Biology, Assay Development, Lifesciences, ELISA, PCR, Cell Culture, Immunohistochemistry, Immunoassays, Biochemistry, Protein Purification, Western Blotting, GLP, DNA sequencing, Immunology, FDA
Education
University of California, Davis 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration, Strategy and Operations
University of California, Berkeley 2004 — 2008
Bachelor of Science (B.S.), Molecular Toxicology
Wells Fargo Bank May 2006 - Present
Bank of America July 1987 - September 2006
Education
University of California, Berkeley 1986 — 1990
Bachelor of Science (BS), French Language and Literature
University of California, Berkeley 1986 — 1990
BS, History
Pen-Cal June 2013 - Present
American Public University System May 2010 - October 2012
Pen-Cal November 2006 - March 2010
Bank of America November 2005 - November 2006
UCSD Institute of Molecular Medicine July 2004 - November 2004
Forever 21 July 2002 - September 2002
Monsoon’s Jewelry February 2000 - February 2001
Education
University of California 2001 — 2005
B.A, Economics
Bank of America
Skills
Credit Analysis, Mortgage Lending, Banking, Loans, Credit, Portfolio Management, Finance, Financial Analysis, Loan Origination, Credit Risk, Commercial Banking, Underwriting, Mortgage Banking, Risk Management, Commercial Lending, Small Business Lending
Education
University of California, Berkeley 1972 — 1977
English
Jefferies 2013 - Present
Jefferies 2006 - 2012
Jefferies 2000 - 2006
Jefferies 1995 - 2000
Bank of America 1987 - 1995
Skills
Management, Training & Development, Global Compensation, Compensation Structures, Human Resources, Human Resource..., HR Transformation, Recruiting, Succession Planning, Mergers & Acquisitions, Talent Acquisition, Employment Law, Real Time System Design, Reporting & Analysis, Compliance Management, Auditing, Executive Management, Talent Management, Performance Management, Onboarding, Employee Engagement, Leadership Development, Deferred Compensation, Business Analysis, Broker-Dealer, Information Technology, Software Development, Strategy, Project Management, Financial Analysis, Equities
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), History