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
Bank of America February 2015 - Present
CanDo Trading Group L.L.C April 2008 - Present
Bank of America September 2014 - February 2015
Global Executive Solutions Group October 2012 - August 2014
Exclusive calls April 2009 - August 2012
Verizon Wireless March 2005 - September 2008
Skills
Project Management, Business Development, Business Planning, Entrepreneurship, International Trade, Management, Leadership, Microsoft Excel, Microsoft Office, New Business Development, Negotiation, PowerPoint, Product Development, Project Planning, Team Building, Strategic Planning, Sales Management, Sales, SEO, Marketing Strategy, Customer Service, Business Strategy
Education
University of California, Irvine 2005 — 2009
Bachelor of Engineering (BE), Electrical and Electronics Engineering
technology startup 2015 - Present
Bank of America 2014 - 2015
Deloitte Digital 2011 - 2014
NapkinScholar 2012 - 2013
UC Irvine 2008 - 2011
Cal Coast Financial 2004 - 2007
AT&T Mobility 2003 - 2004
UC Irvine 2001 - 2003
Skills
Quality Center, Quality Assurance, Adobe CQ, Consulting, Cloud Computing, Information Management, Project Management, Microsoft Excel, Microsoft Office, Management Consulting, Research, Public Speaking, Strategic Planning, Business Analysis, Process Improvement, Business Strategy, Management, Training, SDLC, Leadership, Agile Methodologies, Agile Testing, Offshore Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics, 3.7/4.0
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA)
Eagles Financial Consultants December 2006 - Present
Golden West Food Group March 2013 - January 2014
Law Offices of Maurice Javier September 2008 - September 2010
Dave Tax, Inc. January 2008 - April 2009
Bank of America April 2007 - June 2008
Skills
Tax, Accounting, Credit, Financial Transactions, Account Reconciliation, Bookkeeping, File Management, Westlaw, Spreadsheets, Legal Research, Corporate Law, Accounts Receivable, Legal Writing, Data Entry, Time Management, Management, Financial Analysis, Invoicing
Education
UCLA 2012 — 2013
Accounting
Mount San Antonio College 2010 — 2011
Accounting
University of California, Irvine 2004 — 2008
B.A., Economics
Glynlyon 2014 - Present
Pearson Education 2008 - 2014
Gilbert Public Schools 2007 - 2008
Advantage Sales & Marketing 2005 - 2006
David Taussig & Associates 2004 - 2005
Bank of America 2000 - 2004
Skills
Staff Development, Social Media, Digital Marketing, K-12 Education, SaaS, CRM, Google Adwords, E-Learning, Instructional Technology, Smartboard, Financial Analysis, Marketing, Account Management, Curriculum Design, Educational Technology, Sales, Email Marketing, Program Management, Marketing Strategy, Publishing, Leadership, Strategic Partnerships
Education
New York University 2010 — 2011
Certificate, Digital Media Marketing
Arizona State University 2006 — 2008
Master of Education, Curriculum and Instruction
University of California, Irvine
Bachelor of Arts cum laude, Psychology, Education
Bank of America April 2011 - Present
Irvine Unified School District September 2009 - April 2011
Target June 2006 - March 2008
Skills
Executive Reporting, Team Leadership, Performance Management, Instructor-led Training, Operational Streamlining, Drafting Policies, Procedures Documentation, Reporting & Analysis, Quality Assurance, Data Analysis, Training, Leadership, Testing, Coaching, Microsoft Office, User Acceptance Testing, Business Analysis, Visio, Microsoft Excel, Project Management, Performance Reporting, Microsoft Office..., Multi-unit Retail..., Job Coaching, Instructional Design, Strategic Sales Plans, 1099 Preparation, Customer Service, Risk Management, Banking
Education
University of California, Irvine 2005 — 2009
Bachelor's Degree, Psychology and Social Behavior; Education
KPMG July 2008 - Present
Bank of America June 2006 - December 2007
Skills
Computer Forensics, Litigation Support, Data Analysis, Project Management, Clearwell, E-Discovery Consulting, Databases, Management, Litigation, Forensic Analysis, Training, EnCase, Document Review
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business/Managerial Economics and Management
Panda Restaurant Group November 2014 - Present
Special Olympics World Games Los Angeles 2015 September 2014 - Present
Puma January 2014 - May 2014
University of California, Irvine Medical Center December 2013 - May 2014
Editor and Publisher June 2013 - August 2013
Boathouse Restaurant January 2012 - August 2013
Bank of America May 2012 - September 2012
ACI Institutes October 2010 - May 2011
Yogurtland October 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Mandarin, Microsoft Excel, Microsoft Publisher, Cantonese, English, Event Planning, Twitter, Data Entry, Data Analysis, Social Media Marketing, Lotus Notes, Instagram, Leadership, Social Media, Marketing, Market Research, Outlook
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (BA), Sociology
Alhambra High School 2005 — 2009
Opus Bank January 2011 - Present
Farmers Insurance February 2010 - January 2011
Wespart PTA 1996 - 2011
Northwestern Mutual Financial Network November 2008 - November 2009
Bank of America December 1996 - January 2002
Skills
Small Business, Financial Analysis, Loans, Commercial Banking, Retail Banking, Administration, Premier Banking, Private Banking, International Private..., Compliance, Community Reinvestment..., Investment Banking, Commercial Insurance, Disability Insurance, Life Insurance, Personal Lines Auto, Property & Casualty..., System Administration, Portfolio Management, Commercial Lending, Cash Management, Mortgage Lending, Underwriting
Education
University of California, Irvine 1999 — 2002
Certified Financial Planner
University of New Orleans 1983 — 1988
BA, Art History, French
Symantec April 2015 - Present
J.P. Morgan Chase June 2012 - April 2015
Bank of America August 2011 - April 2012
Bank of America May 2011 - August 2011
Bank of America January 2011 - May 2011
Skills
Financial Analysis, Loans, Portfolio Management, Investments, Credit Analysis, Analysis, Commercial Lending, Mortgage Lending, Valuation, Real Estate Economics, Asset Management, Credit Risk, Banking, Capital Markets, Bankruptcy, Foreclosures, Short Sales, Corporate Finance, Financial Modeling, Strategy, Negotiation, Pricing, Derivatives, Tax Analysis, Loan Modifications, Interest Rate Swaps, Financial Structuring, Bloomberg, Fixed Income, Structured Finance, Loan Structuring, Real Estate Finance, Loan Documentation, Multi-family Investment..., Cash Flow, Interest Rates, Commercial Real Estate, Real Estate, Financial Services, Bonds, Stocks, Residential Mortgages, MBS, Debt Collection, Debt Management, DCF Valuation, Currency Exchange, Portfolio Optimization, Financial Statement..., Financial Accounting
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, 3.34 GPA
University of California, San Diego 2008 — 2010
Bachelor of Arts (B.A.), International Economics, 3.1 GPA
Bank of America August 2015 - Present
Bank of America July 2012 - August 2015
Boot Barn October 2010 - December 2010
Skills
SQL, Microsoft Excel, Teradata, Microsoft Word, PowerPoint, Windows, Tableau, Teamwork, Personal Responsibility, Problem Solving, Hands-on Approach, Communication, Data Analytics, Big Data, Retail Banking, Basel II, Basel III, Credit Risk, Residential Mortgages, Credit Cards, Lines Of Credit, Banking, Finance, Mortgage Lending, Microsoft Office, Customer Service, Financial Analysis, Project Management, Outlook, Time Management
Education
University of California, Irvine 2008 — 2012
Bachelors - Business Economics, Economics, Business Management
Guarantee Mortgage November 2014 - Present
Guarantee Mortgage October 1993 - Present
Self - Employed September 2009 - December 2013
Guarantee Mortgage April 2013 - July 2013
Guaranteed Rate Inc. December 2012 - March 2013
RMR Financial February 2012 - November 2012
Guarantee Mortgage November 1993 - September 2009
Bank of America 1990 - 1993
The Pacific Bank 1988 - 1990
Skills
New Business Development, Portfolio Management, Client Relationship..., Refinance, Mortgage Lending, FHA, Investment Properties, Mortgage Banking, Real Estate, Loan Origination, Loans, Residential Mortgages, Real Estate Economics, Banking, Strategic Planning, Credit, Social Media, First Time Home Buyers, Financial Analysis, Commercial Mortgages, Project Management, Social Media Marketing, Residential Homes
Education
University of San Francisco 1988 — 1990
BS, Economics
University of California, Irvine
German
JPAK & Associates January 2014 - Present
Bank of America October 2011 - September 2013
Skills
Retail Banking, Experience Working with..., Customer Service, Banking, Microsoft Office, Research, Teaching, Management, Outlook, Financial Analysis, Social Media
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts (B.A.), Psychology and Social Behavior
New Vision Education June 2012 - Present
Hollywood College September 2013 - April 2014
Bank of America January 2012 - May 2012
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Neosho Capital LLC July 2013 - Present
Brandes Investment Partners October 1994 - June 2013
Bank of America March 1991 - October 1994
Financial Industry Regulatory Authority June 1985 - September 1988
Skills
Finance, Investment Management, Investment Strategies, Asset Management, Equities, Asset Allocation, Investments, Bloomberg, Alternative Investments, Mutual Funds, Investment Advisory, Fixed Income, Securities, Equity Research, Portfolio Management
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts (BA), Economics
University of California, Irvine 1988 — 1990
Master of Business Administration (MBA), Finance
Bright Heart Health March 2015 - Present
Achieve HighPoints August 2013 - March 2015
Montecatini Eating Disorder Treatment Center October 2012 - June 2013
Temecula Valley School District October 2007 - June 2012
Bank of America September 1991 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Outlook, Teaching, Community Outreach, Marketing, Nonprofits, Public Speaking, Mental Health, Treatment, Adolescents, Psychology, Psychotherapy, Mental Health Counseling, Group Therapy, Healthcare, Program Development, Crisis Intervention, Behavioral Health
Education
San Diego State University-California State University 1994 — 1995
Bachelor of Science (BS), Criminal Justice and Corrections
UC Irvine 1991 — 1994
Luther Burbank Savings September 2013 - Present
Bank of America July 2011 - September 2013
Center Bank July 2010 - July 2011
Far East National Bank August 2008 - July 2010
Citi Smith Barney February 2007 - May 2008
Prudential Financial February 2006 - January 2007
Fidelity National Financial June 2004 - December 2005
Skills
Portfolio Management, Banking, Loans, Underwriting, Credit Risk, Credit Analysis, Credit, Bankruptcy, OREO, Commercial Mortgages, Financial Risk, Financial Services, Asset Based Lending, Finance, Commercial Lending, Financial Analysis, Executive Management, Commercial Real Estate, Investments, Mortgage Lending, Risk Management, Real Estate, Analysis, Management
Education
University of California, Irvine
BA, International Studies : International Business
Zodiac Aerospace September 2014 - Present
Bank of America August 2010 - September 2014
Forever 21 August 2006 - May 2007
Skills
Customer Service, Banking, Time Management, Public Health, Sales, Credit, Event Planning, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork
Education
University of California, Irvine 2010 — 2014
Bachelor of Science, Public Health
Bastyr University Clinic October 2014 - Present
Sadie's September 2014 - Present
Title365 April 2014 - August 2014
Santa Ana Chamber of Commerce September 2011 - March 2014
Redwood Real Estate Partners, LLC November 2012 - February 2013
Dr. Allan Jones and Dr. Parish Sedghizadeh August 2011 - January 2012
Bank of America September 2005 - September 2010
Dr. Rachel Martin January 2009 - August 2009
Skills
Valuation, Banking, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Salesforce Administrator, Title Insurance, Fundraising, Adult CPR, Healthcare, Fitness Training, Nutrition Education, Nutri, HPLC, Gas Chromatography, Atomic Absorption, IR spectroscopy, MathCAD, ChemDraw, Spartan, PCR
Education
University of California, Irvine 2005 — 2010
Bachelor of Science (B.S.), Chemistry
University of California, Irvine 2005 — 2010
Bachelor of Arts (B.A.), Business Economics
Merrill Lynch September 2013 - Present
Bank of America March 2012 - September 2013
Bank of America October 2011 - March 2012
College Works Painting April 2009 - October 2009
Skills
Bilingual, Retail Banking, Sales Management, Leadership, Management, Banking, Sales, Training, Customer Service, Finance, Budgets, Investments, Mortgage Lending, Marketing Strategy, Time Management, Team Leadership, Financial Analysis, Risk Management
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Economics
First Data Corporation 2015 - 2015
Bank of America May 2013 - June 2014
Bank of America June 2011 - July 2012
SunTrust Robinson Humphrey November 2010 - March 2011
Bank of America 2010 - 2010
Fidelity Information Services March 2007 - August 2008
Bank of America 2005 - 2006
Bank of America 2004 - 2005
SunTrust Bank 2004 - 2004
Blackbaud, Inc. 2004 - 2004
Skills
Process Improvement, Change Management, Risk Management, Business Process, Analysis, Six Sigma, Project Management, Management, Server Architecture, Enterprise Architecture, Disaster Recovery, Security, Enterprise Software, Strategy, Business Analysis, IT Strategy, Vendor Management
Education
University of California, Irvine
BA
Accident Lawyer of California, P.C. September 2014 - Present
The Law Offices of Burg & Brock November 2013 - September 2014
The Accident Attorneys' Group, Inc. October 2012 - November 2013
The Accident Attorney's Group July 2012 - October 2012
Effective Mortgage Company January 2010 - June 2011
Law Offices of Makeda Karimlou June 2008 - December 2009
District Attorney's Office August 2007 - February 2008
Bank of America September 2006 - July 2007
Skills
Bankruptcy, Litigation, Legal Writing, Legal Research, Administrative..., Civil Litigation, Courts, Data Entry, Depositions, Trials, Westlaw, Family Law, Legal Assistance, Mediation, Personal Injury, Appeals, Criminal Law, Management, Hearings, Employment Law, Legal Issues, Commercial Litigation, Arbitration
Education
Trinity Law School May 2011 2009 — 2011
Juris Doctorate
University of California, Irvine 2002 — 2006
Bachelor's degree, Social Sciences (Politcal Science)
Bank of America August 2014 - Present
Bank of America August 2013 - August 2014
State Street July 2011 - August 2013
The Retirement Group LLC April 2010 - July 2011
Skills
Microsoft Office, Bloomberg, SAP Business Software, Derivatives, Fixed Income, Collateral Management
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Economics
Deloitte Consulting August 2015 - Present
Deloitte Consulting August 2014 - August 2015
Deloitte Consulting August 2010 - September 2012
Deloitte Consulting July 2008 - August 2010
Bank of America July 2005 - June 2008
Skills
Value Realization, Business Case..., Management Consulting, Business Case, Business Process..., Financial Modeling, Strategy, Business Transformation, Business Process, Business Analysis, Healthcare Information..., Technology, Strategic Consulting, Consulting, Analytics, Business Process Design, Corporate Finance, Valuation, Mergers & Acquisitions, Horse Care
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine 2004 — 2008
B.A., Economics
Bank of America February 2013 - Present
Bank of America September 2011 - February 2013
LegalZoom February 2011 - August 2011
DaVita September 2009 - February 2011
Wells Fargo October 2003 - February 2009
Skills
PowerPoint, Visio, SPSS, Access, SQL, Eviews, Microsoft Excel, Microsoft Word, Financial Modeling, Data Analysis, Financial Analysis, Analytics, Business Analysis, Forecasting, Data Mining, Project Management, Analysis, Finance, Statistics, Banking, Process Improvement, Marketing, Econometrics, Valuation, Risk Management, Portfolio Management, Economics, Bloomberg, VBA
Education
University of California, Irvine
BA, Economics & Political Science
Bank of America July 2008 - January 2010
NDM Dance Studios September 2000 - October 2008
Romano's Macaroni Grill August 2006 - July 2007
Bank of America December 2004 - September 2005
Vertex RSI June 2002 - January 2003
Longs Drugs December 2001 - June 2002
Doherty Residence September 1999 - June 2001
Education
University of California, Irvine 2011 — 2013
Bachelor of Arts (BA), Psychology and Social Behavior
Santa Monica Community College
Merrill Lynch May 2014 - Present
Merrill Lynch July 2012 - May 2014
Merrill Lynch December 2008 - June 2012
Bank of America March 2006 - November 2008
Bank of America March 2003 - February 2006
Skills
Series 7, Series 63, Series 65, Series 6, Notary Public
Education
University of California, Irvine 1999 — 2004
B.A., Political Science
Bank of America June 2012 - Present
EM Showroom June 2011 - August 2011
LuLa Apparel Intern June 2011 - August 2011
Forever 21 Inc July 2007 - July 2010
Skills
Visual Merchandising, Fashion Retail, Fashion, Styling, Buyers, Microsoft Office, Adobe photoshop, Final Cut Pro
Education
University of California, Irvine 2010 — 2012
Bachelor of Arts (BA), Business/Managerial Economics, 3.7
Cayan May 2013 - Present
Engineering Planning and Management, Inc. September 2009 - May 2013
Nippon Optical January 2008 - March 2009
Southern California Edison (SCE) July 2006 - January 2008
Bank of America February 2001 - July 2003
Skills
Sales Engineering, New Business Development, Strategic Partnerships, Sales Process, Project Management, Technical Sales..., Agile Methodologies, Visual Basic, C, Troubleshooting, SQL, MS Project, Engineering, Sales, Networking, Microsoft Office, B2B, Business Development, E-commerce
Education
University of California, Irvine 2000 — 2005
Bachelor of Science (BS), Double Major - Computer Engineering and Electrical Engineering
Bank of America Vice PresidentCountrywide1998 - 2008
Skills
Risk Management, Process Improvement, Banking, Financial Analysis, Vendor Management, Business Process..., Financial Risk, Relationship Management, Mortgage Lending, Financial Services, Business Analysis, Finance, Operational Risk..., Strategy, Mortgage Banking
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Irvine 1988 — 1992
Bachelor of Arts (BA), Economics
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Bank of America February 2011 - June 2013
Bank of America August 2009 - February 2011
La Brea Bakery June 2008 - December 2008
Paramount Farming Company May 2007 - September 2007
Bakersfield Ice Sports Center May 2005 - May 2007
Skills
Banking, Credit, Retail Banking, Commercial Banking, Financial Analysis, Deposits, Credit Risk, Cross Selling, Portfolio Management
Education
UCI 2007 — 2013
Economics
Liberty High School 2003 — 2007
High School Diploma
Bank of America August 2015 - Present
Bank of America May 2015 - Present
Bank of America July 2014 - Present
Sprint April 2013 - July 2014
Bank of America January 2011 - April 2013
T-Mobile September 2007 - September 2010
Nextel June 2000 - June 2003
Skills
Building Relationships, Sales, Sales Management, Sales Operations, Marketing Strategy, Marketing, Social Networking, Customer Service, Employee Training, Training Delivery, Innovation, Account Management, Long-term Customer..., Customer Satisfaction, Customer Retention, Salesforce.com, Retail, Wireless, Direct Sales, Mobile Devices, Solution Selling, Telecommunications
Education
University of California, Irvine
Bachelor of Arts (B.A.), Sociology
FirstService Residential in California 2013 - Present
Merit Property Management September 2009 - September 2013
Enclos Corp 2007 - 2009
Bank of America 1995 - 2002
Skills
Budgets, Contract Management, Customer Service, Project Management, Project Planning, Operations Management, Microsoft Office, Construction Management, Purchasing, Procurement, Leadership, Facilities Management, Business Development, Training, Account Management, Contractors, Customer Satisfaction, Contract Negotiation, Team Building
Education
University of California, Irvine 2002 — 2007
BA, English, BA, Visual Studies
Prairie Bible College 1989 — 1990
Theology/Theological Studies
RGP September 2013 - Present
Targus September 2010 - August 2013
Autry Enterprises, LLC 2009 - 2011
DeVry Inc. 2007 - September 2009
SCE 2003 - 2007
Edison O&M Services 2000 - 2003
Viking Office Products 1998 - 2000
TEAM Rehab 1994 - 1998
PACE Therapy 1992 - 1994
Bank of America 1990 - 1992
Skills
Labor Relations, Employee Relations, Organizational..., Change Management, Employee Benefits, Talent Management, Compensation, Deferred Compensation, Recruiting, Employment Law, Internet Recruiting, Training, Human Resources, Benefits Administration, HR Consulting, Leadership, HR Policies, Succession Planning, Management, Job Descriptions, Onboarding, Talent Acquisition, Performance Appraisal, Strategy, Temporary Placement, Payroll, Employee Engagement, Personnel Management, HRIS, Performance Management, Workforce Planning, Interviews, Organizational..., College Recruiting, Sourcing, Technical Recruiting, Executive Search, Policy, Hiring, Strategic Planning, Consulting, Applicant Tracking..., Strategic HR, Management Consulting, New Hire Orientations, Leadership Development, Coaching, Employee Training, Program Management
Education
University of California, Irvine
B.A., Psychology
Alta Loma High School
Power Signatures Mobile Notary July 2009 - Present
Citibank October 2007 - March 2009
Bank of America June 2007 - September 2007
Bank of America March 2001 - September 2002
Education
University of California, Irvine 2002 — 2006
Ingram Micro March 2013 - Present
Cynergy Professional Systems September 2009 - March 2013
Citizens Business Bank June 2007 - July 2010
Bank of America October 2004 - January 2007
Adobe Systems 2000 - 2002
Ingram Micro 1995 - 2000
Skills
Business Development, Finance, Executive Management, Mergers & Acquisitions, Negotiation, Government Regulations:..., Supplier Diversity, Sales Management, CRM, Strategy, Government, Commercial Lending, Government Contracting, Program Management, Commercial Real Estate, Financial Analysis, Sales Process, Mergers, Credit Analysis, Commercial Banking, Direct Sales, Management, Business Intelligence, Entrepreneurship, Working Capital..., Risk Management, Government Procurement, Federal Government..., Due Diligence, Cloud Computing, Loans, Credit, Banking, Diversity, Leadership, Cash Management, Creative Problem Solving, Credit Risk
Education
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Business
University of California, Irvine 1992 — 1994
BA, Economics
UBS December 2014 - Present
UBS December 2014 - Present
UBS October 2013 - Present
Merrill Lynch August 2011 - October 2013
Bank of America October 2007 - October 2008
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Economics
Nestlé USA October 2014 - Present
Gamble Jones Investment Counsel June 2013 - August 2013
Bank of America March 2011 - May 2012
American Futures Trading August 2006 - May 2010
Sears Roebuck & Co December 2000 - August 2005
Skills
Finance, Financial Analysis, Banking, Portfolio Management, Stocks, Investments, Financial Modeling, Commodity, Management, Bloomberg, Valuation, Equities, Trading, Fixed Income, Corporate Finance, Leadership, Economics, Derivatives, Risk Management, Analysis, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2012 — 2014
MBA, Finance & Investment Analysis
University of California, Irvine 2008 — 2009
Certificate, Investment Management
California State University, Northridge (CSUN) 2001 — 2006
BS, Business Administration; Finance
University of Hawaii at Manoa 2003 — 2003
Kaenyama Sushi & Teppanyaki November 2013 - May 2015
MassMutual Financial Group January 2012 - August 2013
Bank of America June 2011 - October 2011
Merrill Lynch March 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Leadership, Computer Repair, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Management, Investments, Sales, Training
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Arroyo High School 2003 — 2007
US Trust, Bank of America Private Wealth Managment June 2006 - Present
Bank of America April 2004 - May 2006
Bank of America June 2001 - May 2004
Skills
Investment Management, Wealth Management, Wealth Transfer, Wealth Accumulation, Wealth Preservation, Family Office, Structured Credit, Banking, Commercial Real Estate..., Residential Lending, Corporate Trust, Legacy and Philanthropy, Investments, Estate Planning, Financial Advisory, High Net Worth..., Life Insurance, Series 7, Private Banking, Asset Allocation, Portfolio Management, Strategic Financial..., Series 63, Trust Services, Loans, Financial Modeling, Real Estate Financing, Cash Management, Wealth, Credit, Mortgage Lending, Fixed Income, Philanthropy, Commercial Mortgages, Asset Management, Management, Finance, Financial Services, Alternative Investments, Strategy, Due Diligence, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Leadership, Relationship Management, Equities, Risk Management, Valuation, Commercial Lending
Education
University of California, Irvine 1996 — 2001
Bachelor of Science, Political Science
University High School 1993 — 1996
Bank of America April 2014 - Present
Accredited Standards Committee X9, Inc. - Financial Industry Standards 2002 - Present
Bank of America March 2010 - March 2014
Bank of America November 2004 - March 2010
International Tandem Users Group 1996 - 2005
Bank of America January 1996 - November 2004
Affiliated Computer Services October 1985 - December 1995
Skills
PCI DSS, PIN, Risk Management, CISSP, Debit Cards, Electronic Payments, Authentication, ATM networks, Information Security, Standards Compliance, Standards Development, TR39, SDLC, Vulnerability Management, Security, Payment Industry, Software Documentation, Computer Security, Business Intelligence, Business Continuity, Disaster Recovery, Payments, Management, Information Technology, Information Security..., Networking, Strategy, Security Audits, Credit Cards, Analysis, Data Security, Encryption
Education
University of California, Irvine 1974 — 1977
BA, Technical Theatre and Design
Merrill Lynch June 2014 - Present
Agami, Inc January 2004 - Present
Boy Scouts of America December 2012 - Present
Bank of America September 2012 - June 2014
MobBazaar, Inc August 2012 - April 2013
Body Essentials Day Spa July 2011 - August 2012
UCI Hospitality and Dining Services October 2008 - June 2010
THINK Together October 2008 - December 2008
SCORE! Educational Centers May 2007 - September 2007
Skills
Retail Banking, Customer Service, Management, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Mission San Jose High School 2003 — 2007
Bank of America February 2015 - May 2015
UCIrvine SSARC October 2013 - June 2014
Claire Trevor School of the Arts October 2013 - March 2014
Material and Risk Management October 2012 - September 2013
Great Seafood Harbor June 2010 - July 2011
Skills
Financial Risk, Managerial Finance, Data Analysis, Econometrics, Marketing, Graphic Design, Creative Concept Design, Drawing, Posters, Social Media, Event Planning, Training, Entrepreneurship, Time Management, Analysis, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts (BA), Business Economics & Studio Art, Senior
University of California, Irvine
Business Economics
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch June 2014 - January 2015
Bank of America Merrill Lynch February 2014 - May 2014
Bank of America Merrill Lynch November 2012 - January 2014
Bank of America Merrill Lynch September 2011 - November 2012
Bank of America Merrill Lynch February 2011 - August 2011
Bank of America Merrill Lynch July 2010 - January 2011
Chrysler Financial 2006 - 2009
Bank of America June 2004 - September 2006
Skills
Risk Management, Credit Risk, Negotiation, Customer Service, Portfolio Management, Finance, Financial Services, Banking, Equities, Mergers, Credit, Loans, Financial Analysis, Underwriting, Credit Analysis, Analysis, Commercial Banking
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics & Sociology
Forever 21 May 2014 - Present
Forever 21 October 2013 - May 2014
Forever 21 August 2013 - October 2013
Bank of America March 2012 - March 2013
Tech Services, UC Irvine September 2010 - August 2011
Career Center, UC Irvine September 2010 - June 2011
UCI SOAR March 2010 - June 2011
Skills
Marketing, Microsoft Office, Leadership, Community Outreach, Management, Recruiting, Customer Service, Photoshop, Sales, Customer Satisfaction, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Research, Public Speaking, Data Analysis, Interviews, Time Management, Facebook, Social Networking, Outlook, Analysis, Teamwork
Education
UCLA Extension 2013 — 2014
ABA Approved Paralegal Certificate, Law
University of California, Irvine 2007 — 2011
Political Science, Criminology
Temple City High School 2004 — 2007
HomeStreet Bank July 2015 - Present
Strategic Capital Solutions Inc. 2009 - July 2015
Bank of America June 2006 - May 2009
Wells Fargo Bank April 2000 - June 2006
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Credit, Loan Origination, Mortgage Lending, Commercial Mortgages, Real Estate Economics, Loans, Banking, Business Development, Commercial Banking, Finance, Financial Analysis, Financial Services, Investments, Portfolio Management, Real Estate Financing, Risk Management, Underwriting
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.), Economics and Finance
Bank of America 2014 - Present
BirchStreet Systems 2011 - 2012
Skills
K-12, Marketing Communications, Psychology, Customer Service, Team Leadership
Education
University of California, Irvine 2009 — 2013
BA, Psychology and Social Behavior
JumpstartMD July 2014 - February 2015
UnitedHealth Group January 2012 - July 2014
Bank of America October 2011 - January 2012
New York Life July 2011 - October 2011
UC Irvine Student Center & Event Services September 2008 - September 2011
THINK Together March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Outlook, Research, Event Planning, Public Speaking, OS X, Data Entry, Management, Accounting, Time Management, Access, Sales, Analysis, Budgets, Customer Satisfaction, Healthcare
Education
University of California, Irvine 2007 — 2011
B.S., Applied Mathematics
Alameda High School 2003 — 2007
General Education
UC Berkeley Extension
Management Sciences and Quantitative Methods, A
CoreIP Solutions, Inc. 2014 - Present
Retreat Capital Management 2012 - 2014
Bank of America 2012 - 2014
First American Financial Corporation 2010 - 2012
Merrill Lynch & Co. 2008 - 2009
Rite Aid Corporation 2008 - 2009
MF Global Holdings Ltd. 2007 - 2007
The Walt Disney Company 2005 - 2007
Education
University of California, Irvine 2006 — 2009
B.A.
Ocean View High School 2002 — 2006
PennyMac Loan Services, LLC July 2015 - Present
Berkshire Hathaway HomeServices California Properties April 2015 - Present
Bank of America July 2009 - March 2015
Skills
Real Estate, Real Estate License, Real Estate Transactions, Mortgage Industry, Mortgage Servicing, Residential Mortgages, Foreclosures, Deed in Lieu, REO, Donations, Closings, Equator, Deeds, Trust Deeds, Escrow, Notary Public, Titles, Post Closing, Chain of Title, Teamwork, Coaching, Training, HUD, FHA, FNMA, FHLMC, LPS Desktop, SharePoint, Yardi, IBM iSeries, Call Centers, Customer Service, Retail, Management, Team Management, Leadership, Recruiting, Time Management, Mortgage Lending, Loans, Microsoft Office, Portfolio Management, Risk Management
Education
University of California, Irvine 2001 — 2005
BA, Psychology
Bank of America
Skills
Commercial Real Estate, Underwriting, Commercial Lending, Loans, Mortgage Lending, Commercial Mortgages, Credit Analysis, Real Estate Economics, Portfolio Management, Credit, Management, Credit Risk, Banking, Financial Analysis
Education
University of California, Irvine
Master of Business Administration (MBA)
Bank of America September 2013 - Present
Merrill Lynch January 2011 - September 2013
Merrill Lynch November 2009 - January 2011
Skills
Banking, Bloomberg, Credit, Credit Analysis, Customer Service, Finance, Financial Advisory, Financial Analysis, Investments, Loans, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Portfolio Management, Fixed Income, Financial Modeling, Financial Statement...
Education
University of Southern California 2010 — 2011
MAT, Secondary Education- Social Studies
University of California, Irvine 2006 — 2006
Master of Arts (M.A.), History
UC Irvine 2003 — 2006
Bachelor of Arts (B.A.), History
Grand Regal USA Corp October 2010 - Present
AT&T October 2000 - June 2010
Bank of America June 1997 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
California State University - Los Angeles 2012 — 2012
Certificate Program, Accounting Certificate, 3.80 GPA
University of California, Irvine 1994 — 2001
Bachelor's degree, Social Sciences
Westlife Distribution August 2015 - Present
Big Joe Lift Trucks Inc. January 2015 - Present
La Jolla Group LLC September 2010 - July 2014
The La Jolla group August 2010 - January 2012
Uballe For State Assembly 72nd District February 2010 - October 2010
Sole Technology Inc February 2005 - October 2008
Lenders Direct Capital Corporation November 2004 - February 2005
Bank of America September 2003 - September 2004
University of California December 2003 - June 2004
ASUCI August 2001 - August 2003
Skills
Finance, Leadership, Management, Marketing, Sales, Microsoft Excel, Customer Service, Retail, Accounts Receivable, PowerPoint, Marketing Strategy, Philanthropy, Team Building, Financial Analysis, Forecasting, CRM, Strategic Planning, Microsoft Office, Social Media Marketing, Strategy, Account Reconciliation, Credit, Inventory Management, Banking, Budgets, Account Management, Public Speaking, Microsoft Word, Real Estate, Negotiation, Data Analysis, Cash Flow, Time Management, Accounting, Logistics, Outlook, Merchandising, Market Research, Fundraising, Project Management, Volunteer Recruiting, Non-profit Leadership, Public Relations, Microsoft Dynamics AX, Customer Relations, Strategic Partnerships, Salesforce.com, Volunteer Management, Corporate Social..., Nonprofits
Education
University of California, Irvine 1999 — 2004
Bachelor's Degree, B.A. Economics, B.A. Political Science
Moe's Southwest Grill August 2015 - Present
Moe's Southwest Grill February 2013 - July 2015
Moe's Southwest Grill February 2013 - October 2014
Cumulus Media March 2007 - February 2013
HomeBanc Mortgage May 2006 - March 2007
World Savings July 2003 - May 2006
Bank of America January 2000 - July 2003
Skills
Marketing, Marketing Strategy, Budgets, Social Media Marketing, Integrated Marketing, Account Management, Leadership, Online Advertising, Promotions, Digital Media, Sales, Advertising, Radio, Event Planning, Social Media, Social Networking
Education
University of California, Irvine 1995 — 1999
BS, Political Science
Bank of America 2013 - Present
Dynasty Center June 2010 - September 2011
Boys & Girls Clubs of the Los Angeles Harbor June 2009 - August 2009
Abraham Lincoln High School June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Calculus, Statistics, Financial Accounting, Marketing, Financial Econometrics
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Irvine 2009 — 2013
Bachelor of Science (BS), Mathematics
Bank of America April 2015 - Present
Bank of America April 2013 - Present
Bank of America October 2012 - April 2013
Bank of America February 2012 - October 2012
Bank of America June 2011 - February 2012
Bank of America April 2010 - June 2011
E*TRADE Financial 2004 - 2008
Bridge Capital 2003 - 2004
RiechesBaird 2002 - 2003
Skills
Banking, Mortgage, Product Strategy, Sales Management, project management, Loss Mitigation, Investor Relations, Project Management, Mortgage Lending, Strategic Planning, Management, Marketing, Financial Analysis, Sales, New Business Development, Customer Service, Loans, Forecasting, Training, Process Improvement, Team Building, Business Development, Finance, Analysis, Leadership, Strategy, Program Management, Accounting, Business Analysis, Competitive Analysis, Cross-functional Team..., Business Planning, Analytics, Investments, Market Research, Risk Management, Executive Management, Marketing Strategy, Portfolio Management, Coaching, Financial Risk, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA
University of California, Irvine 1998 — 2001
B.A., Psychology w/ Business Mgmt
Meebah Desserts June 2013 - Present
QuickPay USA February 2012 - June 2013
Oh My Pan August 2011 - January 2012
Montage Hotels & Resorts July 2010 - April 2011
Stampington & Company June 2007 - December 2010
Bank of America February 2005 - August 2006
Skills
Microsoft Office, Marketing, Advertising, Sales, Social Media
Education
Le Cordon Bleu 2010 — 2010
Pastry
University of California, Irvine 2002 — 2006
B.A, Criminology, Psychology
Bloomberg LP April 2014 - Present
Bloomberg November 2011 - March 2014
Paul Hastings June 2010 - November 2011
The Princeton Review June 2008 - May 2010
Neutrogena May 2009 - January 2010
Los Angeles Clippers October 2008 - April 2009
University of California, Irvine September 2007 - June 2008
Bank of America November 2005 - February 2008
Skills
SAP, Microsoft Office, Bloomberg Terminal, Elite, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Access, Research, Financial Modeling, Analysis, Accounting, PowerPoint, Corporate Finance, Auditing, Financial Accounting, Budgets, Financial Reporting, Microsoft Word, Accounts Receivable
Education
University of California, Irvine 2006 — 2009
Bachelor of Arts; School, Business Economics; Social Sciences
Google January 2011 - May 2013
Deloitte September 2009 - January 2011
Bank of America June 2008 - September 2009
Kelley Blue Book January 2006 - May 2008
Kelley Blue Book June 2005 - January 2006
Skills
C#, ASP.NET, MongoDB, Microsoft SQL Server, JavaScript, MVC, Windows Azure, Google API, CSS3, Node.js, knockout, Ruby on Rails
Education
University of California, Irvine 2006 — 2008
Master of Computer Applications (M.C.A.)
University of California, Irvine 2002 — 2005
Bachelor of Science (BS), Computer Science
Pacific Coast Bankers' Bank September 2008 - Present
Vineyard National Bancorp / Vineyard Bank, N.A. 2003 - 2008
California Bank & Trust January 2002 - June 2003
U.S. Bank June 1991 - December 2001
Frost Trinen Partners June 1988 - June 1991
Burke Commercial Real Estate June 1985 - June 1988
Cannell and Chaffin Commercial Interiors June 1980 - June 1985
Bank of America June 1975 - June 1980
Skills
CRE Loan Participations, C & I Loan..., Risk Management, Underwriting, Financial Analysis, Credit Analysis, Credit Risk, Business Development, Marketing Strategy, Portfolio Management, Team Leadership, Communication, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Loans, Management, Real Estate
Education
University of California, Irvine 1970 — 1974
BA, Social Ecology
Commerce Casino September 2014 - Present
Commerce Casino June 2012 - August 2014
Wung Lee (S.K.) Taekwondo Center 2005 - 2009
A Plus Express (USA) Inc 2005 - 2006
Bank of America 2004 - 2005
Peter A. Nelson, A Professional Law Corporation 2002 - 2004
Skills
Financial Analysis, Analysis, Project Management, Marketing, Sales, Management
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Leadership and Organization
University of California, Irvine 1999 — 2002
BA, Economics & Psychology
Your Source Power October 2013 - March 2014
Discover Home Loans September 2012 - June 2013
Irvine Company May 2012 - September 2012
Tiger Woods Foundation June 2007 - May 2012
MICE DisplayWorks 2006 - 2007
Bank of America November 2002 - June 2005
Dailey and Associates 2005 - 2005
Bandera January 2004 - December 2004
Skills
Event Planning, Leadership, Marketing, Marketing Strategy, Sales, Problem Solving, Social Media, Event Management, Cold Calling, Management, Account Management, Social Networking, Inventory Management, Online Marketing, Customer Service, Training, Photography, Networking, Negotiation, Facebook, Social Media Marketing, Proposal Writing, Microsoft CRM, Office Management, Coordinating Events, Advertising, Public Relations, Non-profits, Warm Calling, Leasing, Multi Tasking, Teamwork, Time Management, Email Marketing, Fundraising, Persistence, Nonprofits, Access, Outlook, Public Speaking
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Irvine 2001 — 2005
BA, Studio Art
Bank of America February 2012 - Present
Bank of America March 2011 - February 2012
Bank of America October 2009 - March 2011
Countrywide Home Loans January 2006 - October 2009
Sea Breeze Financial May 2004 - December 2005
Skills
Mortgage Lending, Credit, Risk Management, Residential Mortgages, Mortgage Banking, Loans, Credit Analysis, Credit Risk, Portfolio Management, Relationship Management, Banking, Capital Markets, Underwriting, Financial Analysis, Loan Origination, Financial Modeling
Education
University of California, Irvine 1997 — 2001
Bank of America July 1993 - Present
US Peace Corps January 1989 - December 1991
Skills
Treasury Services, Banking, Strategy, Financial Services, Payments, Account Management, SWIFT payments, Commercial Banking, Treasury Management, Cash Management, Credit, Portfolio Management, Relationship Management, Internet Banking, Loans, Electronic Payments, Credit Cards, Payment Systems, Retail Banking, Credit Analysis, Financial Risk, Capital Markets, FX Options, Financial Institutions, ACH, Product Management, Credit Risk, Trade Finance, Commercial Lending, Process Improvement, Investments, Treasury, Corporate Finance, Core Banking
Education
University of California, Irvine 1985 — 1988
Bachelor of Arts (B.A.), Ecology
ELM Services, LLC 2009 - Present
Goldman Sachs 2003 - 2008
LOGS Financial Services 2002 - 2003
Citigroup March 2001 - June 2002
Charles F Curry Co 1999 - 2001
Lathrop & Gage, LLC 1998 - 1999
Bank of America 1993 - 1997
Skills
Loss Mitigation, REO, FCL, Loan Servicing, Foreclosures, Risk Management, Default, FHA, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Loans, Credit, Management Consulting, Subject Matter Experts, Foreclosure claims, Project Management, Portfolio Management, Mortgage Servicer Due..., Residential Mortgages, Reverse Mortgages, Mortgage servicing..., Process Improvement, Process Optimization, Process gap analysis, GNMA, Due Diligence, Financial Risk, Bankruptcy, Real Estate, Banking
Education
University of California, Irvine 1990 — 1991
Bachelor of Arts (BA), Paralegal Certificate
University of California, Irvine 1986 — 1990
BA, Social Ecology/Criminal Justice
Villa Park High
Bank of America January 2014 - Present
Bank of America February 2013 - December 2013
Bank of America June 2012 - February 2013
Bank of America October 2007 - June 2012
Bank of America July 2006 - October 2007
Bank of America May 2004 - July 2006
Bank of America June 2001 - May 2004
Skills
Commercial Lending, Credit Analysis, Credit Risk, Credit, Financial Structuring, Commercial Banking, Loans, Underwriting, Financial Analysis, Banking, Portfolio Management, Risk Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics and Political Science, 3.75
Bank of America July 2008 - Present
Countrywide Bank 2001 - Present
Countrywide 1998 - Present
Countrywide Financial 1997 - Present
Countrywide Home Loans February 1998 - June 2008
Education
University of California, Irvine
Pacific Life June 2013 - Present
Bank of America October 2007 - June 2013
LaSalle Bank/ABN AMRO October 2007 - June 2013
Impac Mortgage Holdings September 2005 - October 2007
LA Fitness August 2003 - September 2005
Investia April 2000 - June 2003
Automobile Club of Southern California October 1996 - March 2000
Skills
Software Project..., Technical Leadership, Business Intelligence, Software Development, Project Management, Requirements Analysis, Management, SDLC, SSRS, Business Analysis, Disaster Recovery, SQL, Microsoft SQL Server, Databases, ITIL, Data Center, Project Portfolio..., Software Engineering, Agile Methodologies, SharePoint, Visio, Enterprise Architecture, Data Warehousing, Systems Analysis, SOA
Education
University of California, Irvine
Bank of America October 2010 - Present
Bank of America July 2008 - Present
Countrywide Insurance Group January 2008 - Present
Balboa Insurance Group 2000 - Present
Balboa Insurance Group July 2000 - October 2010
Bank of America 1988 - 2008
Skills
Risk Management, Financial Risk, Underwriting, Project Management, Strategy, Sales Operations, Strategic Planning, Product Management, Business Process..., Vendor Management, Process Improvement, Credit, New Business Development, Banking, Relationship Management, Customer Experience, Insurance, Product Marketing, Analytics, Executive Management, Call Centers, Financial Services
Education
University of California, Irvine 1992 — 1996
Stearns Lending July 2012 - Present
MetLife Home Loans September 2010 - June 2012
Bank of America 2008 - September 2010
Bank of America 2008 - September 2010
Countrywide Financial 2005 - September 2008
Airport Business Center October 2004 - October 2005
Washington Mutual April 2002 - October 2004
North American Mortgage Company April 1992 - April 2002
Skills
Corporate Real Estate..., General Construction
Education
University of California, Irvine 1982 — 1985
BA-Dramatic Acting, Drama/Acting, with French minor
Pacific Mercantile Bank 2012 - Present
The Samueli School of Engineering 2013 - Present
The Samueli School of Engineering - UCI 2013 - 2014
Prudential Financial August 1999 - 2012
Imperial Bank March 1997 - August 1999
Bank of America January 1994 - March 1997
Skills
Structured Finance, Commercial Banking, Finance, Mergers, Start-ups, Investments, Financial Analysis, Management, Mergers & Acquisitions, Portfolio Management, Valuation, Credit, Credit Analysis, Venture Capital, Commercial Real Estate, Equities, Loans, Banking, Leveraged Finance, Business Development, Real Estate Economics, Financial Modeling, Accounting, Working Capital..., Real Estate, Emerging Markets, Commercial Lending, Relationship Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
The Leadership Journey
Center for Creative Leadership - Prudential 2002 — 2002
From Managing to Leading Others
University of California Irvine
MBA, Finance and Marketing
University of California, Irvine
BS in Electrical Engineering
WiseWay Media December 2013 - Present
Bank of America March 1999 - March 2013
Education
University of California, Irvine
Bank of America April 1989 - Present
Lincoln Savings & Loan 1984 - 1989
Skills
Real Estate, Disposition, Real Estate Transactions, Property Management, Commercial Real Estate, Buyers, Leases, Investment Properties, Leadership, Real Estate Economics, Sellers, REO, Loans, Investments, Real Estate Financing, Brokerage, Real Estate Development, Dispositions
Education
University of California, Irvine
Bank of America November 2004 - Present
Bank of America May 2003 - November 2004
Hertz Local Edition May 2003 - September 2004
Education
University of California, Irvine 1997 — 2002
BA, International Studies, Political Science
University of California, Irvine 1997 — 2002
Minor, Spanish Literature
Bank of the West September 2014 - Present
Bank of the West September 2010 - September 2014
Roth Capital Partners March 2006 - December 2008
Wells Fargo Bank September 2004 - March 2006
Bank of America December 1996 - September 2004
Skills
New Business Development, Wealth Management, Loans, Risk Management, Financial Services, Account Management, Bloomberg, Finance, Retail Banking, OFAC, Microsoft Office, Relationship Management, Business Planning
Education
Cannon Financial Institute 2012 — 2014
Trust, Audit, Compliance & Risk Management, CFIRS
Cannon Financial Institute 2012 — 2014
Accredited Fiduciary Investment Manager (AFIM), Investment Management
University of California, Irvine 1997 — 2001
BA, Economics & Management
Discover Financial Services - Discover Home Loans June 2011 - Present
Online Lead Generation Start-Up February 2010 - March 2011
LendingTree January 2008 - February 2010
LendingTree January 2006 - December 2007
US Navy October 1998 - September 2002
Bank of America January 1996 - December 1997
Skills
Mortgage, Problem Solving, Consultative Selling, Team Building, Sales, Negotiation, Community Relations, Mortgage Lending, Marketing, FHA, Loans, Selling, Call Centers, Loan Origination, Leadership, Mortgage Banking, Business Development, Strategic Partnerships, Management, Banking, Business Analysis, Small Business, Refinance, Credit, Residential Mortgages, VA loans, Community Development, CRM, Finance, Start-ups, Investment Properties, VA Loans
Education
Villanova University 2009 — 2009
Certification, Six Sigma Green Belt
University of California, Irvine 2003 — 2006
B.A, English and Business Management
USN
Associate of Arts (AA), Marine Computer Science
Bank of America 2013 - Present
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Countrywide 2006 - 2009
UCI Biomedical Simulation Lab 2003 - 2006
Multiple Souther CA Universities and Colleges 1989 - 2003
Skills
Research, Microsoft Office, Data Analysis, Teaching, Microsoft Excel, Public Speaking, Molecular Biology, Statistics, Science, PowerPoint
Education
University of California, Irvine 2001 — 2005
Ph.D., Mathematics
City National Bank January 2012 - Present
UC Irvine January 2012 - Present
Pacific Asia Museum January 2012 - December 2013
Bank of the West December 2009 - January 2012
Wells Fargo October 2008 - December 2009
Union Bank August 2005 - October 2008
Bank of America April 2002 - August 2005
Skills
Wealth Management, Banking, Private Banking, Credit, Portfolio Management, Asset Managment, Investments, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Strategic Planning, Lines Of Credit, Consumer Lending
Education
University of Phoenix-Southern California Campus 2003 — 2006
Master of Business Administration (M.B.A.), Global Asset Management
University of California, Irvine 1995 — 1999
Bachelor of Science (B.S.), Economics and business management
startmakers May 2015 - Present
QLess, Inc. August 2013 - April 2015
OneGo October 2011 - February 2013
Federal Defense Attorney July 2011 - December 2012
Karen Doherty January 2010 - December 2010
Lansons Communications December 2009 - January 2010
Chandler Chicco Agency December 2009 - December 2009
University of Oxford November 2008 - September 2009
Dr. Laura Peers of the Pitt Rivers Museum December 2007 - January 2008
Bank of America April 2006 - November 2006
Skills
Research, Fundraising, Analysis, Event Planning, Excel, Social Media, Microsoft Excel, Usability Testing, People-oriented, Data Analysis, Start-ups, Technology, Management, Strategy, International Relations, Entrepreneurship, CRM, Marketing, Public Relations, Public Speaking, Social Media Marketing
Education
University of Oxford 2007 — 2008
MSc, Visual Anthropology
University of California, Irvine 2001 — 2005
B.A., Political Science, Anthropology
Arcadia High School 1997 — 2001
Stearns Lending July 2012 - Present
Met Life Home Loans September 2010 - June 2012
Bank of America 2008 - 2010
Countrywide Home Loans November 2005 - September 2008
Washington Mutual Home Loans 2002 - November 2004
North American Mortgage Company 1992 - 2002
Skills
Strategic Planning for..., National Corporate Real..., General Construction, Lease Administration, Space Design and..., Real Estate, Leases, Corporate Real Estate, Construction, FHA, Mortgage Lending, Management, Project Planning, Refinance, Commercial Real Estate, Team Leadership, Real Estate Transactions, Market Analysis, Underwriting, Negotiation, First Time Home Buyers, Loan Origination, Real Estate Economics, Loans, Budgets, Project Management, Property, Mortgage Banking, Strategic Planning, Investment Properties, Portfolio Management, Residential Mortgages, Credit
Education
UC Irvine 1982 — 1985
BS, Dramatic Acting, French Minor
West Valley College 1980 — 1982
Associate of Arts (AA), Acting, French Minor
Wells Fargo April 2013 - Present
Bank of America July 2012 - March 2013
Bank of America Merrill Lynch June 2009 - January 2012
Bank of America December 2005 - January 2009
Bank of America July 2000 - December 2005
Bath & Body Works November 1997 - July 2000
The Disney Store April 1993 - August 1997
Skills
Recruiting, Financial Analysis, Banking, Leadership, Management, Sales, Finance, CRM, Portfolio Management, Relationship Management, Investments, Hiring, Project Management, Project Planning, Process Improvement, Training, Training Delivery, Curriculum Design
Education
University of California, Irvine 1991 — 1995
B.A., Psychology and Social Behavior
University of California, Irvine 1991 — 1995
B.A., Criminology, Law, and Society
Ingenix 2009 - Present
United Healthcare 2008 - 2009
New Century 2006 - 2007
Bank of America 1975 - 2006
Education
University of California, Irvine 1972 — 1975
BA, Economics
Bank of America August 2010 - Present
B.ay A.rea D.erby Girls November 2011 - December 2012
Bank of America August 2009 - August 2010
Williams-Sonoma, Inc. September 2006 - August 2010
Apple Retail July 2005 - July 2009
Apple Retail September 2004 - July 2005
SunGard Higher Education December 2003 - June 2005
Pier 1 Imports October 2000 - November 2003
CIBC June 2002 - January 2003
Compaq February 2000 - June 2002
Skills
Mac OS X, Mac, iWork, iLife, iPhone, Mac OS, Computer Hardware, Troubleshooting, Customer Service, Computer Repair, Microsoft Office, Retail, OS X, Technical Support, Active Directory, Hardware, Operating Systems, Windows, Program Management, SharePoint, Networking, Microsoft Exchange, Adobe Creative Suite, Help Desk Support
Education
Valencia College 1992 — 2003
AA
University of California, Irvine 1989 — 1989
Bank of America August 2013 - Present
ECCU January 2012 - August 2013
Wells Fargo October 2006 - January 2012
Wells Fargo September 2005 - September 2006
Wells Fargo September 2004 - September 2005
Wells Fargo September 2003 - September 2004
Skills
Underwriting, Commercial Banking, Business Relationship..., Direct Sales, Real Estate Financing, New Business Development, Outside Sales, Retail Banking, Commercial Lending, Loans, Small Business Lending, Credit, Consumer Lending, Banking, Credit Analysis, Lines Of Credit, Cash Management, Treasury Management, Relationship Management, Cross Selling, Financial Services, Asset Based Lending, Business Development, Sales Management, Sales, Credit Unions, Merchant Services, SBA, Mortgage Lending, Portfolio Management, Risk Management, Investments, Wealth Management, Financial Analysis
Education
University of California, Irvine 1998 — 2002
Bachelor, Economics
Wells Fargo November 2013 - Present
Wells Fargo August 2013 - Present
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Kaiser Permanente February 2010 - February 2011
University of California, Riverside 2003 - 2009
Washington Mutual Bank (Chase Bank) 2000 - 2003
Skills
SAS, Predictive Modeling, Predictive Analytics, Statistical Modeling, Data Analysis, Analytics, SAS programming, Data Mining, Statistics, Quantitative Analytics, Segmentation, Cognos, Business Analytics, Analysis, Forecasting, Financial Modeling, Marketing Analytics, Financial Analysis, Microsoft Excel, Data Warehousing, Data Management, SQL, Risk Management, Credit Risk, Strategy, Databases, CRM, SPSS, Time Series Analysis, Portfolio Management, Financial Risk, Economics, Banking, Econometrics, Program Management, Teradata, Business Intelligence, SAS Programming, VBA
Education
University of California, Riverside 2003 — 2011
Doctor of Philosophy (PhD), Economics with a specialization in Econometrics and Macroeconomics
University of California, Irvine 1992 — 1997
Bachelors of Science, Mathematics, specialization in Statistics
The One Minute Rule January 2009 - Present
Law Offices of Annee Della Donna January 2003 - Present
Law offices of Farnell & Norman 1990 - Present
Bank of America 1990 - 2000
Law Offices of Wylie Aitken January 1991 - September 1995
Skills
Litigation attorney, Appellate attorney, Criminal appeals and..., Family Law, Mediation, Banking law, Securities litigation, Real estate litigation, Product Liability, Litigation, Corporate Law, Appeals, Medical Malpractice, Real Estate, Securities Litigation
Education
USC Gould School of Law 1986 — 1988
J.D., Law
University of California, Irvine 1983 — 1985
B.A., Pre-Law, Pre-Medicine
John Hancock May 2011 - Present
Northwestern Mutual 2009 - 2010
Bank of America 2007 - 2009
PPS Parking 2007 - 2008
The Accounting Offices of Bradley L. Hogan July 2005 - August 2006
Skills
Strategic Financial..., Estate Planning, Wealth Accumulation, Retirement Planning, Insurance, Mutual Funds, Long-term Care, Investments, Life Insurance, Risk Management, Portfolio Management, Series 7, Equities, Financial Analysis, Financial Services, Series 63
Education
University of California, Irvine 2006 — 2010
B.S., Economics
YouTube August 2013 - Present
Creative Artists Agency April 2011 - August 2013
Cashmere Agency September 2010 - February 2011
GLC Medical June 2009 - June 2010
Bank of America July 2007 - June 2009
Boeing August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Microsoft Excel, Social Media, Social Media Marketing, Digital Marketing, Economics, Accounting, Start-ups
Education
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics, Accounting
Broadcom December 2013 - Present
Deloitte August 2011 - December 2013
JLK, LLP January 2011 - August 2011
Pacific Life March 2010 - December 2010
Bank of America August 2008 - March 2010
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Microsoft Excel, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of California, Irvine 2007 — 2011
BA, Business Economics, Accounting
Bank of America June 2012 - Present
JPMorgan Chase December 2002 - May 2012
Barclays Bank March 2000 - December 2002
Skills
Market Data, Release Management, Operational Risk..., Vendor Management, Credit Derivatives, Business Continuity, Business Relationship..., Investment Banking, Risk Management, Business Continuity..., Business Requirements, SDLC, Business Analysis, Financial Risk, Derivatives, Sybase, FX Options, Disaster Recovery, Resource Management, Credit
Education
University of California, Irvine 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Economics
University of Nevada-Las Vegas 1993 — 1997
QBE FIRST June 2011 - Present
Bank of America July 2008 - June 2011
Countrywide Insurance Group July 2005 - July 2008
Self-Employed March 2002 - August 2005
Verify, Inc. October 1998 - February 2002
World Savings & Loan December 1997 - October 1998
Shipley's July 1989 - November 1997
Skills
Property & Casualty..., Banking, Risk Management, Financial Risk, Insurance, Business Analysis
Education
University of California, Irvine 1989 — 1993
B.A., Economics
Bank of America September 2010 - March 2011
Self Employed June 2009 - September 2009
The Parman Law Group January 2009 - June 2009
William Lyon Financial (On Call Staffing) March 2008 - September 2008
Toshiba (Select Remedy Staffing) May 2007 - August 2007
Genpact Financial Services March 2006 - September 2006
Homecomings Financial Services July 2001 - February 2006
Bank America Mortgage July 1998 - January 2001
MetLife Home Loans 1992 - 1994
Education
University of California, Irvine 1982 — 1985
of a BS, Theoretical Mathematics; Math
Jones International University - Colorado
BBA, Business Administration; Accounting online
Bank of America August 2005 - Present
Skills
SAP, Hyperion, Cognos
Education
UC Irvine 2007 — 2009
MBA, Finance
UC Irvine 2001 — 2005
BS, Accounting
Backroads August 2015 - Present
Kaiser Permanente December 2014 - June 2015
Safeway May 2014 - December 2014
Discovery Communications March 2013 - March 2014
Aether Innovations, Inc. March 2012 - January 2013
Autodesk 2012 - 2012
Bank Of America January 2011 - November 2011
SAIC October 2004 - February 2008
Skills
Software Developer, Entrepreneurship, Music, Social Media Marketing, Business Analysis, Microsoft SQL Server, Project Management, Web Development, Requirements Analysis, CRM, SDLC, Databases, Software Development, Oracle, Data Warehousing, SQL, Integration
Education
UC Irvine 1977 — 1982
Computer and Information Sciences, General
University High School Irvine Calif 1976 — 1980
General Education, Information and Computer Sciences
S.E.L.F. Irvine Calif 1974 — 1976
General Educatoin
Edward Jones March 2015 - Present
Bank of America April 2007 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Stock Management, Investments, Investment Properties, Portfolio Management, Financial Analysis
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Political Science and Government
ModernIR July 2012 - Present
The Stock Trader's Dictionary 2012 - Present
Kaufman Bros. 2009 - 2012
Needham & Company 2005 - 2009
Bank of America 2000 - 2004
Wedbush Securities 1995 - 2000
Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading
Education
University of Southern California 1992 — 1994
MA, Economics
University of California, Irvine 1985 — 1989
BA, Economics
Rinat/Pfizer 2003 - Present
Eos Biotechnology 1998 - 2003
Genentech 1994 - 1998
Bank of America 1983 - 1993
Skills
Organizational Design, Employee Engagement, Lifesciences, Organizational..., Organizational..., Human Resources, Employment-based..., Strategic Human..., Employee Benefits, Talent Management, Biotechnology, HR Consulting, Personnel Management, Career Development, Executive Coaching, Program Management, Strategic Planning, Life Sciences
Education
University of San Francisco 2012 — 2014
Master's Degree, Organizational Development
University of California, Santa Barbara
Bachelor of Arts (BA), Economics
University of California, Santa Cruz
Transferred to UC Santa Barbara after 1 year
University of California, Irvine
Transferred to UC Santa Cruz after 2 years
Bank of America November 2012 - Present
Alan Leahy 2010 - 2011
We The People September 2010 - October 2010
HireRight January 2006 - January 2009
Skills
Bates Stamping, Legal Discovery, Legal Drafting, Legal Research Skills, Westlaw, Lexis Nexis, Microsoft Office, Filing, Coping, Scanning, Interviewing Skills, Field Investigations, Lexis
Education
University of La Verne, School of Law 2008 — 2010
Doctor of Law (JD), Law
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Criminology
Bank of America May 1989 - Present
Skills
Retail Banking, Banking, Mortgage Lending, Loans, Credit
Education
UC Irvine 1986 — 1990
Bachelor of Science (BS)
ALVERNO HIGH SCHOL
Bank of America 2015 - Present
Skills
Construction Loans, Loan Origination, Mortgage Banking, Refinance, Mortgage Lending, Residential Mortgages, VA loans, FHA financing, Public Speaking, Government Loans, FHA, Loss Mitigation, Credit, Management, USDA
Education
University of California, Santa Barbara
Doctor of Philosophy (Ph.D.), Music Composition
University of California, Irvine
Bank of America February 2012 - Present
Action Medical Billing Services February 2011 - February 2012
Crowne Plaza Hotel's Gift Shop August 2010 - August 2011
Skills
Teller Operations, Customer Engagement, Customer Service, Bookkeeping, PowerPoint, Microsoft Word, Microsoft Excel, Deposits, Cashiering, Cash Management, Filing, Data Entry, Microsoft Office, Teamwork, Time Management, Inventory Management, Social Media
Education
University of California, Irvine 2010 — 2015
Bachelor’s Degree, Public Health Policy
Westminster High School
The Star Financial March 2014 - Present
Intercap Lending September 2012 - August 2013
Bank Of America September 2010 - February 2011
William Lyon Financial Services February 2008 - November 2008
Homecomings Financial July 2002 - February 2007
Bank of America July 1998 - July 2002
Metropolitan Home Mortgage July 1996 - May 1998
Skills
Loans, Mortgage Lending, Mortgage Banking, Refinance, Credit, FHA, Residential Mortgages, Loan Origination, VA Loans, Banking, USDA, 203K, Real Estate, Closings, Underwriting, FHA Financing, Mortgage Underwriting, Commercial Lending, Consumer Lending, Credit Analysis, Investment Properties, Loan Servicing, Loss Mitigation, Customer Service, Real Estate Financing, Finance, Mortgage Servicing, Government Loans, First Time Home Buyers, Reverse Mortgages, Sales, Funding, Financial Analysis, Certified Mortgage..., Credit Risk, Portfolio Management, Risk Management, REO, Leadership, Construction Loans, Real Estate Economics, Foreclosures, Microsoft Office, Short Sales, Investments, Commercial Mortgages, Home Equity Loans, Residential Homes, Financial Structuring
Education
University of California, Irvine 1983 — 1985
Bachelor's Degree, Mathematics
Foothill High School 1980 — 1983
graduated with 4.0 GPA in 3.5 years, Gifted & Talented