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
Employee
Years
Job
Industry
Davis Kabaya Davis Kabaya's Bank of America Experience September 2012 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America September 2011 - August 2012
Bank of America September 2009 - August 2011
Skills
Banking, Credit, Customer Service, Retail Banking, Risk Management, Microsoft Office, Loans, Financial Analysis, Commercial Banking, Leadership
Education
University of California, San Diego 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
Bank of America September 2012 - Present
Bank of America September 2011 - August 2012
Bank of America September 2009 - August 2011
Skills
Banking, Credit, Customer Service, Retail Banking, Risk Management, Microsoft Office, Loans, Financial Analysis, Commercial Banking, Leadership
Education
University of California, San Diego 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
Jay Soomal Jay Soomal's Bank of America Experience May 2010 - December 2010
Job Senior Loan Processor at Global Equity Finance Inc.
Industry Financial Services
Experience
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Cindy Song Cindy Song's Bank of America Experience July 2000 - June 2005
Job Project Manager at Stanford Health Care
Industry Design
Experience
Stanford Health Care November 2014 - Present
Stanford University Medical Center June 2012 - November 2014
Stanford University Medical Center July 2011 - June 2012
ForrestPerkins December 2010 - July 2011
ASID Northern California Chapter April 2010 - January 2011
The Art Institute of California April 2010 - January 2011
GaulSearson April 2010 - September 2010
Wow Smile Express September 2008 - June 2009
Mueller Charter School July 2007 - September 2008
Bank of America July 2000 - June 2005
Skills
AutoCAD, Adobe Acrobat, Illustrator, Photoshop, 3D Studio Max, Hand Drafting, Sketching, Keynote, Microsoft Office, Aconex, Constant Contact, Attainia, Proliance, Activation Support, 3D visualization, Rendering, Submittals, Concept Design, Furniture, Interior Architecture, SketchUp, Design Research, Space planning, Interior Design, InDesign, Revit, Space Planning
Education
The Art Institue of California San Francisco 2009 — 2011
Bachelor of Science, Interior Design
UCSD
Master, Education
UCSD
Bachelor of Arts, Literature/Writing
Stanford Health Care November 2014 - Present
Stanford University Medical Center June 2012 - November 2014
Stanford University Medical Center July 2011 - June 2012
ForrestPerkins December 2010 - July 2011
ASID Northern California Chapter April 2010 - January 2011
The Art Institute of California April 2010 - January 2011
GaulSearson April 2010 - September 2010
Wow Smile Express September 2008 - June 2009
Mueller Charter School July 2007 - September 2008
Bank of America July 2000 - June 2005
Skills
AutoCAD, Adobe Acrobat, Illustrator, Photoshop, 3D Studio Max, Hand Drafting, Sketching, Keynote, Microsoft Office, Aconex, Constant Contact, Attainia, Proliance, Activation Support, 3D visualization, Rendering, Submittals, Concept Design, Furniture, Interior Architecture, SketchUp, Design Research, Space planning, Interior Design, InDesign, Revit, Space Planning
Education
The Art Institue of California San Francisco 2009 — 2011
Bachelor of Science, Interior Design
UCSD
Master, Education
UCSD
Bachelor of Arts, Literature/Writing
Genevieve Araneta Genevieve Araneta's Bank of America Experience December 2012 - December 2013
Job Associate Authentication Analyst at Symantec
Industry Banking
Experience
Symantec March 2014 - Present
Bank of America December 2012 - December 2013
Target Corp. July 2012 - December 2012
Goody's Place and Market January 2009 - 2012
Skills
Time Management, Data Analysis, Financial Analysis, Mortgage Lending, Python, Analytics, Customer Support, Team Leadership, Strategic Planning, Teamwork, Organizational..., Restaurant Management, Retail Category..., Merchandising, Customer Service, Communication, Multitasking Skills, Quick-Learner
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Cognitive Science
Symantec March 2014 - Present
Bank of America December 2012 - December 2013
Target Corp. July 2012 - December 2012
Goody's Place and Market January 2009 - 2012
Skills
Time Management, Data Analysis, Financial Analysis, Mortgage Lending, Python, Analytics, Customer Support, Team Leadership, Strategic Planning, Teamwork, Organizational..., Restaurant Management, Retail Category..., Merchandising, Customer Service, Communication, Multitasking Skills, Quick-Learner
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Cognitive Science
Blake Warner Blake Warner's Bank of America Experience July 1994 - March 1999
Job Managing Partner at Silicon Valley Partners LLC
Industry Investment Banking
Experience
Silicon Valley Partners LLC August 2009 - Present
EmpowHER Media July 2012 - Present
Thomas Weisel Partners May 1999 - August 2009
Bank of America July 1994 - March 1999
Tardiff & Staton January 1989 - August 1992
Skills
Corporate Development, Venture Capital, Valuation, Corporate Finance, Start-ups, Financial Modeling, Mergers, Due Diligence, Investments, Equities, Negotiation, Strategic Planning, Capital Markets, Debt, Mergers & Acquisitions, IPO, M&A experience, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1986 — 1990
B.A., Business Economics & Political Science
Silicon Valley Partners LLC August 2009 - Present
EmpowHER Media July 2012 - Present
Thomas Weisel Partners May 1999 - August 2009
Bank of America July 1994 - March 1999
Tardiff & Staton January 1989 - August 1992
Skills
Corporate Development, Venture Capital, Valuation, Corporate Finance, Start-ups, Financial Modeling, Mergers, Due Diligence, Investments, Equities, Negotiation, Strategic Planning, Capital Markets, Debt, Mergers & Acquisitions, IPO, M&A experience, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1986 — 1990
B.A., Business Economics & Political Science
Donna Givens Donna Givens's Bank of America Experience March 2006 - March 2007
Job UX Producer at Apple (contract)
Industry Internet
Experience
Apple (contract) October 2014 - Present
Freelance September 2011 - Present
Clock Four May 2012 - January 2013
Comrade Agency February 2011 - August 2011
Future Publishing May 2009 - October 2009
SFGate / San Francisco Chronicle April 2007 - September 2008
Bank of America March 2006 - March 2007
Cisco Systems June 1999 - May 2006
Skills
Social Media, Online Marketing, Digital Strategy, Web Content Management, Production, Video, Content Strategy, Digital Media, Creative Direction, Web Design, User Experience, Brand Development, Social Media Marketing, CMS, Adobe Creative Suite, Project Management, Digital Marketing, E-commerce
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA)
NASA 1993 — 1994
Internship
Apple (contract) October 2014 - Present
Freelance September 2011 - Present
Clock Four May 2012 - January 2013
Comrade Agency February 2011 - August 2011
Future Publishing May 2009 - October 2009
SFGate / San Francisco Chronicle April 2007 - September 2008
Bank of America March 2006 - March 2007
Cisco Systems June 1999 - May 2006
Skills
Social Media, Online Marketing, Digital Strategy, Web Content Management, Production, Video, Content Strategy, Digital Media, Creative Direction, Web Design, User Experience, Brand Development, Social Media Marketing, CMS, Adobe Creative Suite, Project Management, Digital Marketing, E-commerce
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA)
NASA 1993 — 1994
Internship
Brian Moreland Brian Moreland's Bank of America Experience July 2015 - Present
Job Quantitative Manager at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America May 2013 - July 2015
Bank of America February 2011 - April 2013
Legend3D March 2010 - January 2011
TechnoCom Corporation January 2010 - March 2010
Detectent July 2007 - December 2008
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Analysis, Outlook, Risk Management, Problem Solving, SQL, R, Visual Basic, Unix, Microsoft Word, Hyperion Enterprise, Derivatives, Options, Forwards, Futures, Interest Rate Swaps, Internal Audit, Databases, Payroll, Management Accounting, Statistics, Quantitative Analytics, SAS, Matlab, Pivot Tables, Stochastic Modeling, Econometrics, Process Enhancement, Data Analysis, Corporate Finance, SAP
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Science (MS), Mathematical Finance
University of California, San Diego 2003 — 2007
Bachelor, Economics
Bank of America July 2015 - Present
Bank of America May 2013 - July 2015
Bank of America February 2011 - April 2013
Legend3D March 2010 - January 2011
TechnoCom Corporation January 2010 - March 2010
Detectent July 2007 - December 2008
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Analysis, Outlook, Risk Management, Problem Solving, SQL, R, Visual Basic, Unix, Microsoft Word, Hyperion Enterprise, Derivatives, Options, Forwards, Futures, Interest Rate Swaps, Internal Audit, Databases, Payroll, Management Accounting, Statistics, Quantitative Analytics, SAS, Matlab, Pivot Tables, Stochastic Modeling, Econometrics, Process Enhancement, Data Analysis, Corporate Finance, SAP
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Science (MS), Mathematical Finance
University of California, San Diego 2003 — 2007
Bachelor, Economics
Alison Elder's Bank of America Experience June 2007 - December 2007
Job Realtor at Elder Group Tahoe Real Estate/ Chase International
Industry Real Estate
Experience
Elder Group Tahoe Real Estate/ Chase International December 2010 - Present
Elder Consulting Group 2002 - Present
Dickson Realty April 2008 - December 2010
Intero Real Estate Services January 2000 - April 2008
Bank of America June 2007 - December 2007
WageWorks January 2006 - December 2006
TriNet January 2004 - January 2006
Ceridian 2002 - 2004
Skills
Real Estate Transactions, Real Estate, Selling, Property, Construction, Vacation Homes, Land Acquisition, Real Estate Staging, Short Sales, REO, Second Home, HRO, Benefits Administration, Employee Benefits, Single Family Homes, Investors, New Home Sales, Luxury, Marketing, Residential Homes, 1031 Exchanges, Investment Properties, Foreclosures, Negotiation, Listings, Relocation, Condos, Buyer Representation, Sellers, Referrals, First Time Home Buyers, Sales
Education
University of California, Santa Barbara 1980 — 1984
BA, Communication Studies, Emphasis in Public Policy
Elder Group Tahoe Real Estate/ Chase International December 2010 - Present
Elder Consulting Group 2002 - Present
Dickson Realty April 2008 - December 2010
Intero Real Estate Services January 2000 - April 2008
Bank of America June 2007 - December 2007
WageWorks January 2006 - December 2006
TriNet January 2004 - January 2006
Ceridian 2002 - 2004
Skills
Real Estate Transactions, Real Estate, Selling, Property, Construction, Vacation Homes, Land Acquisition, Real Estate Staging, Short Sales, REO, Second Home, HRO, Benefits Administration, Employee Benefits, Single Family Homes, Investors, New Home Sales, Luxury, Marketing, Residential Homes, 1031 Exchanges, Investment Properties, Foreclosures, Negotiation, Listings, Relocation, Condos, Buyer Representation, Sellers, Referrals, First Time Home Buyers, Sales
Education
University of California, Santa Barbara 1980 — 1984
BA, Communication Studies, Emphasis in Public Policy
Jerica Vogel, MSLS Jerica Vogel, MSLS's Bank of America Experience March 2010 - July 2010
Job Candidate for Master of Business Administration, 2016
Industry Higher Education
Experience
Kiosite June 2015 - Present
YMCA of Southwest Illinois - Collinsville/Maryville/Troy (CMT Branch) February 2015 - May 2015
University of North Carolina at Chapel Hill September 2012 - May 2014
Washington University in St. Louis November 2010 - July 2012
Bank of America March 2010 - July 2010
UC San Diego October 2007 - December 2009
UC San Diego April 2006 - October 2007
Skills
Microsoft Office, WordPress, Statistics, Public Speaking, Microsoft Excel, Social Media, Google Analytics, Adobe Creative Suite, PowerPoint, SQL, SPSS Statistics, SPSS Modeler, Qualtrics, HTML/HTML 5, Camtasia, CSS/CSS 3, Prezi, Adobe Premiere, Assessment, Library Reference, Editing, LibGuides, Library Science, Cataloging, Text Editing, Virtual Reference, Community Outreach, ILLiad, Research, Data Analysis
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of North Carolina at Chapel Hill 2012 — 2014
Master's Degree, Library Science
University of California, San Diego 2005 — 2009
Bachelor's Degree, Literatures in English
Kiosite June 2015 - Present
YMCA of Southwest Illinois - Collinsville/Maryville/Troy (CMT Branch) February 2015 - May 2015
University of North Carolina at Chapel Hill September 2012 - May 2014
Washington University in St. Louis November 2010 - July 2012
Bank of America March 2010 - July 2010
UC San Diego October 2007 - December 2009
UC San Diego April 2006 - October 2007
Skills
Microsoft Office, WordPress, Statistics, Public Speaking, Microsoft Excel, Social Media, Google Analytics, Adobe Creative Suite, PowerPoint, SQL, SPSS Statistics, SPSS Modeler, Qualtrics, HTML/HTML 5, Camtasia, CSS/CSS 3, Prezi, Adobe Premiere, Assessment, Library Reference, Editing, LibGuides, Library Science, Cataloging, Text Editing, Virtual Reference, Community Outreach, ILLiad, Research, Data Analysis
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of North Carolina at Chapel Hill 2012 — 2014
Master's Degree, Library Science
University of California, San Diego 2005 — 2009
Bachelor's Degree, Literatures in English
Rameet Sidhu's Bank of America Experience April 2010 - July 2011
Job Accountant at Chang & Associates Tax and Financial Professionals
Industry Accounting
Experience
Chang & Associates - Tax and Financial Professionals December 2014 - Present
Bank of America April 2010 - July 2011
Skills
Bookkeeping, QuickBooks, Retail Banking, Payroll Services, Office Administration, Client Services, Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation
Education
University of California, San Diego 2011 — 2014
Bachelor's Degree, Accounting
Chang & Associates - Tax and Financial Professionals December 2014 - Present
Bank of America April 2010 - July 2011
Skills
Bookkeeping, QuickBooks, Retail Banking, Payroll Services, Office Administration, Client Services, Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation
Education
University of California, San Diego 2011 — 2014
Bachelor's Degree, Accounting
John Turco John Turco's Bank of America Experience March 2009 - September 2011
Job Mortgage Loan Officer at BANC Home Loans
Industry Banking
Experience
Banc of CaliforniaBanc Home Loans 2013 - Present
Residential Wholesale Mortgage, Inc. 2011 - 2013
Bank of America March 2009 - September 2011
Mortgage Loan Specialists November 2003 - February 2009
Nortel Networks July 2000 - September 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Real Estate, Refinance, FHA financing, First Time Home Buyers, Credit, Loan Origination, USDA, Finance, Real Estate Financing, Investment Properties, Residential Mortgages, VA loans, Small Business, Banking, FHA
Education
University of San Diego 1992 — 1996
MBA, International Business
University of California, San Diego 1978 — 1982
BS, Systems Engineering
Banc of CaliforniaBanc Home Loans 2013 - Present
Residential Wholesale Mortgage, Inc. 2011 - 2013
Bank of America March 2009 - September 2011
Mortgage Loan Specialists November 2003 - February 2009
Nortel Networks July 2000 - September 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Real Estate, Refinance, FHA financing, First Time Home Buyers, Credit, Loan Origination, USDA, Finance, Real Estate Financing, Investment Properties, Residential Mortgages, VA loans, Small Business, Banking, FHA
Education
University of San Diego 1992 — 1996
MBA, International Business
University of California, San Diego 1978 — 1982
BS, Systems Engineering
Marcus Yau's Bank of America Experience December 2014 - August 2015
Job Sales and Service Specialist at Bank of America
Industry Consumer Services
Experience
Bank of America December 2014 - August 2015
Bank of America February 2014 - November 2014
GLEC (Global Life Enrichment Center) September 2013 - November 2013
Rakuten October 2012 - January 2013
Buy.com February 2012 - September 2012
Starbucks September 2009 - July 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Arts, International Studies - Economics, Secondary - Sociology
明治学院大学 / Meiji Gakuin University 2010 — 2010
Global Studies, Economics, Sociology
Bank of America December 2014 - August 2015
Bank of America February 2014 - November 2014
GLEC (Global Life Enrichment Center) September 2013 - November 2013
Rakuten October 2012 - January 2013
Buy.com February 2012 - September 2012
Starbucks September 2009 - July 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Arts, International Studies - Economics, Secondary - Sociology
明治学院大学 / Meiji Gakuin University 2010 — 2010
Global Studies, Economics, Sociology
Todd W London Todd W London's Bank of America Experience August 2004 - January 2008
Job Director of Sales at WealthClasses LLC
Industry Professional Training & Coaching
Experience
MPactWealth August 2013 - Present
Peak Potentials Training July 2012 - July 2013
Fresh Healthy Vending March 2011 - September 2012
OneCoach December 2009 - March 2011
Magnifund Group January 2008 - December 2008
Bank of America August 2004 - January 2008
Bank of America January 2003 - August 2004
top of the market 1997 - 1999
top of the market 1997 - 1999
Skills
Sales Management, Business Development, CRM, Sales, Marketing, Coaching, Customer Service, Management, Profit, Real Estate, Income Statement, Strategy, Training, Selling, Team Leadership, New Business Development, Strategic Planning, Sales Process, Leadership, Team Building, Direct Sales, Marketing Strategy, B2B, Sales Operations, Small Business, Lead Generation, Team Management, Time Management, Market Planning, Start-ups, Account Management, Strategic Partnerships, Customer Retention, Online Marketing, Entrepreneurship, P&L, Salesforce.com, Online Advertising, Social Media Marketing, Social Networking
Education
University of California, San Diego 1996 — 1999
Bachelor of Arts (B.A.), English Literature writing emphasis
TN
MPactWealth August 2013 - Present
Peak Potentials Training July 2012 - July 2013
Fresh Healthy Vending March 2011 - September 2012
OneCoach December 2009 - March 2011
Magnifund Group January 2008 - December 2008
Bank of America August 2004 - January 2008
Bank of America January 2003 - August 2004
top of the market 1997 - 1999
top of the market 1997 - 1999
Skills
Sales Management, Business Development, CRM, Sales, Marketing, Coaching, Customer Service, Management, Profit, Real Estate, Income Statement, Strategy, Training, Selling, Team Leadership, New Business Development, Strategic Planning, Sales Process, Leadership, Team Building, Direct Sales, Marketing Strategy, B2B, Sales Operations, Small Business, Lead Generation, Team Management, Time Management, Market Planning, Start-ups, Account Management, Strategic Partnerships, Customer Retention, Online Marketing, Entrepreneurship, P&L, Salesforce.com, Online Advertising, Social Media Marketing, Social Networking
Education
University of California, San Diego 1996 — 1999
Bachelor of Arts (B.A.), English Literature writing emphasis
TN
Natalie Wheeler Natalie Wheeler's Bank of America Experience 1997 - 2003
Job Graphic Designer at Self employed
Industry Environmental Services
Experience
Digital Designs January 1997 - Present
Orinda Arts Council 2011 - 2015
Bank of America 1997 - 2003
Skills
Adobe Creative Suite, Creative Direction, Graphic Design, Graphics
Education
UCSD 1980 — 1984
Bachelor's degree, Spanish Language and Literature
Westlake School for Girls
Sherman Oaks Elementary School
Digital Designs January 1997 - Present
Orinda Arts Council 2011 - 2015
Bank of America 1997 - 2003
Skills
Adobe Creative Suite, Creative Direction, Graphic Design, Graphics
Education
UCSD 1980 — 1984
Bachelor's degree, Spanish Language and Literature
Westlake School for Girls
Sherman Oaks Elementary School
Phillip Gibbs Phillip Gibbs's Bank of America Experience 1990 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Hedge Fund Consulting 2004 - 2006
Bank of America 1990 - 2004
Skills
Fixed Income, Structured Products, Risk Management, Financial Risk, Funding, Interest Rate..., Treasury Management, Capital Markets, Valuation, Trading Systems, Foreign Exchange, Liquidity Risk, Investments, Operational Risk, Derivatives, Market Risk, Financial Modeling, Bonds, Credit Derivatives, Series 7, Foreign Currency..., FX Hedging, Liquidity Management, Stress Testing, FX Options, Fixed Income Trading, Series 63, Fixed Income Portfolio..., Hedge Accounting
Education
University of California, San Diego
BA, Economics, Chemistry (minor), Psychology (minor)
Morgan Stanley 2006 - Present
Hedge Fund Consulting 2004 - 2006
Bank of America 1990 - 2004
Skills
Fixed Income, Structured Products, Risk Management, Financial Risk, Funding, Interest Rate..., Treasury Management, Capital Markets, Valuation, Trading Systems, Foreign Exchange, Liquidity Risk, Investments, Operational Risk, Derivatives, Market Risk, Financial Modeling, Bonds, Credit Derivatives, Series 7, Foreign Currency..., FX Hedging, Liquidity Management, Stress Testing, FX Options, Fixed Income Trading, Series 63, Fixed Income Portfolio..., Hedge Accounting
Education
University of California, San Diego
BA, Economics, Chemistry (minor), Psychology (minor)
Wanting(Avril) Chen Wanting(Avril) Chen's Bank of America Experience February 2012 - March 2013
Job Relationship Banker at JPMorgan Chase Bank, NA
Industry Accounting
Experience
JPMorgan Chase Bank, NA March 2013 - Present
Bank of America February 2012 - March 2013
Skills
Event Planning, Risk Management, Teamwork, •Proficient in..., •Proficient in..., •Excellent qualitative..., •Effective..., •High motivated in any..., •Dependability and..., •Ability to manage..., •Ability to work both..., Proficient in...
Education
University of California, San Diego 2007 — 2011
Bachelor, Management Science, Minored in Accounting
JPMorgan Chase Bank, NA March 2013 - Present
Bank of America February 2012 - March 2013
Skills
Event Planning, Risk Management, Teamwork, •Proficient in..., •Proficient in..., •Excellent qualitative..., •Effective..., •High motivated in any..., •Dependability and..., •Ability to manage..., •Ability to work both..., Proficient in...
Education
University of California, San Diego 2007 — 2011
Bachelor, Management Science, Minored in Accounting
Joanne Sarmento Joanne Sarmento's Bank of America Experience June 1995 - July 1999
Job Senior Project Manager
Industry Management Consulting
Experience
YP Holdings November 2012 - Present
Sarmento Inc August 2008 - Present
Stupski Foundation October 2010 - July 2012
Shorenstein Realty Services July 2008 - August 2010
Intelli-Services August 2006 - June 2008
Delta Dental January 2004 - May 2006
Deltanet September 2001 - January 2004
SBC Long Distance October 1999 - May 2001
Bank of America June 1995 - July 1999
Knauer Consulting October 1992 - June 1995
Skills
Software Project..., PMO Services, Process Management, Salesforce.com..., Web Project Management, Program Management, PMO set-up, Business Analysis, Business Process..., Project Management, Middleware, Change Management, Vendor Management, Vendor Contracts, Grant Administration, Budget Process, BizTalk, Standards Compliance, Technical Recruiting, Data Management, PC, Education Reform, Non-profit..., Visio, Metrics Definition, Executive Steering..., HIPAA, MS Project, Microsoft Word, Management, PowerPoint, Microsoft Excel, SharePoint, Casewise Corporate..., Microsoft Office, Mac, SDLC, Leadership, PMO, Integration, SaaS, ITIL
Education
UC San Diego
Bachelor of Arts (B.A.), Economics
YP Holdings November 2012 - Present
Sarmento Inc August 2008 - Present
Stupski Foundation October 2010 - July 2012
Shorenstein Realty Services July 2008 - August 2010
Intelli-Services August 2006 - June 2008
Delta Dental January 2004 - May 2006
Deltanet September 2001 - January 2004
SBC Long Distance October 1999 - May 2001
Bank of America June 1995 - July 1999
Knauer Consulting October 1992 - June 1995
Skills
Software Project..., PMO Services, Process Management, Salesforce.com..., Web Project Management, Program Management, PMO set-up, Business Analysis, Business Process..., Project Management, Middleware, Change Management, Vendor Management, Vendor Contracts, Grant Administration, Budget Process, BizTalk, Standards Compliance, Technical Recruiting, Data Management, PC, Education Reform, Non-profit..., Visio, Metrics Definition, Executive Steering..., HIPAA, MS Project, Microsoft Word, Management, PowerPoint, Microsoft Excel, SharePoint, Casewise Corporate..., Microsoft Office, Mac, SDLC, Leadership, PMO, Integration, SaaS, ITIL
Education
UC San Diego
Bachelor of Arts (B.A.), Economics
Sandra Connor Sandra Connor's Bank of America Experience 2013 - Present
Job Process Manager
Industry Financial Services
Experience
Bank of America 2013 - Present
Alice Humbracht Tutoring August 2012 - December 2012
San Ysidro Chamber of Commerce February 2012 - May 2012
Michaels Arts and Crafts October 2009 - December 2011
U.S. Census Bureau March 2009 - May 2009
UC San Diego February 2006 - January 2009
Skills
Customer Service, Data Entry, Microsoft Office, Outlook, Word, PowerPoint, Mac, Problem Solving, Administrative Support, Time Management, Retail, Loss Prevention, Receiving, Organization, Reliability, ACT Scheduling Services, Bookeo, PODIO, Google Drive, Pages, Microsoft OneNote, Visio
Education
University of California, San Diego 2004 — 2008
International Studies, Political Science
Bank of America 2013 - Present
Alice Humbracht Tutoring August 2012 - December 2012
San Ysidro Chamber of Commerce February 2012 - May 2012
Michaels Arts and Crafts October 2009 - December 2011
U.S. Census Bureau March 2009 - May 2009
UC San Diego February 2006 - January 2009
Skills
Customer Service, Data Entry, Microsoft Office, Outlook, Word, PowerPoint, Mac, Problem Solving, Administrative Support, Time Management, Retail, Loss Prevention, Receiving, Organization, Reliability, ACT Scheduling Services, Bookeo, PODIO, Google Drive, Pages, Microsoft OneNote, Visio
Education
University of California, San Diego 2004 — 2008
International Studies, Political Science
Erika Villa-Carlos's Bank of America Experience April 2013 - August 2013
Job Senior Billing Analyst at CaseStack
Industry Accounting
Experience
CaseStack March 2015 - Present
CaseStack June 2014 - March 2015
CaseStack August 2013 - June 2014
Bank of America April 2013 - August 2013
Bank of America July 2012 - April 2013
UCSD, Police Department December 2010 - October 2012
Self-Storage Unlimited January 2009 - September 2010
Toyota July 2005 - September 2009
Skills
Administrative..., Data Entry, Outlook, PowerPoint, Spreadsheets, Office Management, Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Office Administration, Research, Access, Human Resources, Accounts Receivable, Process Improvement, Sales
Education
University of California, San Diego 2010 — 2012
Bachelor of Science (B.S.), Management Science
CaseStack March 2015 - Present
CaseStack June 2014 - March 2015
CaseStack August 2013 - June 2014
Bank of America April 2013 - August 2013
Bank of America July 2012 - April 2013
UCSD, Police Department December 2010 - October 2012
Self-Storage Unlimited January 2009 - September 2010
Toyota July 2005 - September 2009
Skills
Administrative..., Data Entry, Outlook, PowerPoint, Spreadsheets, Office Management, Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Office Administration, Research, Access, Human Resources, Accounts Receivable, Process Improvement, Sales
Education
University of California, San Diego 2010 — 2012
Bachelor of Science (B.S.), Management Science
Olga Vasilenko Olga Vasilenko's Bank of America Experience March 2006 - August 2008
Job Economics
Industry Philanthropy
Experience
Sacramento Management Group June 2004 - July 2010
Bank of America March 2006 - August 2008
Nordstrom May 2006 - March 2007
Skills
Customer Service, Personal Finance, Savings, Networking, Banking, Philanthropy, Marketing, Team Involvement, Event Planning, Feature Articles, Data Analysis, Cash Flow, Budgets, Financial Modeling, Analysis, Financial Analysis
Education
University of California, San Diego 2008 — 2010
BS, Economics
Sacramento Management Group June 2004 - July 2010
Bank of America March 2006 - August 2008
Nordstrom May 2006 - March 2007
Skills
Customer Service, Personal Finance, Savings, Networking, Banking, Philanthropy, Marketing, Team Involvement, Event Planning, Feature Articles, Data Analysis, Cash Flow, Budgets, Financial Modeling, Analysis, Financial Analysis
Education
University of California, San Diego 2008 — 2010
BS, Economics
Shailya Pathak's Bank of America Experience September 2013 - Present
Job Financial Center Manager, VP at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2010 - September 2012
JPMorgan Chase November 2009 - December 2010
Union Bank of California August 2007 - August 2009
Skills
Investments, Risk Management, Banking, Management, Finance, Credit, Financial Services, Financial Analysis, CRM
Education
University of California, San Diego 2005 — 2007
B.A., Economics
Bank of America September 2013 - Present
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2010 - September 2012
JPMorgan Chase November 2009 - December 2010
Union Bank of California August 2007 - August 2009
Skills
Investments, Risk Management, Banking, Management, Finance, Credit, Financial Services, Financial Analysis, CRM
Education
University of California, San Diego 2005 — 2007
B.A., Economics
Matthew Blashill Matthew Blashill's Bank of America Experience October 2011 - Present
Job AVP, Sr. Business Control Specialist
Industry Banking
Experience
Bank of America October 2011 - Present
Bank of America March 2010 - October 2011
Bank of America July 2007 - November 2009
Wachovia, A Wells Fargo Company July 2003 - May 2007
Skills
Access, Mortgage Lending, Loans, Software Documentation, Auditing, Forecasting, FHA, Microsoft Office, Budgets, PeopleSoft, Banking, Microsoft Excel, Risk Management, Financial Analysis, Disaster Recovery, Process Improvement
Education
UCSD 1999 — 2003
BA, Psychology
Miramar College
eCornell University
Bank of America October 2011 - Present
Bank of America March 2010 - October 2011
Bank of America July 2007 - November 2009
Wachovia, A Wells Fargo Company July 2003 - May 2007
Skills
Access, Mortgage Lending, Loans, Software Documentation, Auditing, Forecasting, FHA, Microsoft Office, Budgets, PeopleSoft, Banking, Microsoft Excel, Risk Management, Financial Analysis, Disaster Recovery, Process Improvement
Education
UCSD 1999 — 2003
BA, Psychology
Miramar College
eCornell University
Nathan Tothrow's Bank of America Experience 1993 - 1997
Job Marketing Strategy Consultant for The Hartsema Group
Industry Marketing and Advertising
Experience
NathanTothrow.com March 2010 - Present
Charlotte Metro Credit Union December 2005 - April 2010
Republic First Bancorp December 2002 - September 2005
PNC Financial Services Group April 1997 - January 2001
Bank of America 1993 - 1997
Charlotte Observer 1990 - 1997
Wachovia 1991 - 1993
Skills
Product Development, Public Relations, Consumer Insights, Web Design, Market Research, Media Planning, Neuromarketing, Presentations, Advertising, Technical Product Sales, Customer Insight, Focus Groups, Marketing Strategy, Sales, Project Management, Strategy, Marketing Communications, Digital Marketing, Management, Marketing, Integrated Marketing, Strategic Planning, Product Management, Strategic Partnerships, Website Development, New Media, Brand Management, Copywriting, Social Media, Graphic Design
Education
University of North Carolina at Charlotte 1987 — 1990
BA, Political Science and Philosophy
Harvard Extension School
Graduate, Web and Digital Media Development
University of California, San Diego
University of California, San Diego
NathanTothrow.com March 2010 - Present
Charlotte Metro Credit Union December 2005 - April 2010
Republic First Bancorp December 2002 - September 2005
PNC Financial Services Group April 1997 - January 2001
Bank of America 1993 - 1997
Charlotte Observer 1990 - 1997
Wachovia 1991 - 1993
Skills
Product Development, Public Relations, Consumer Insights, Web Design, Market Research, Media Planning, Neuromarketing, Presentations, Advertising, Technical Product Sales, Customer Insight, Focus Groups, Marketing Strategy, Sales, Project Management, Strategy, Marketing Communications, Digital Marketing, Management, Marketing, Integrated Marketing, Strategic Planning, Product Management, Strategic Partnerships, Website Development, New Media, Brand Management, Copywriting, Social Media, Graphic Design
Education
University of North Carolina at Charlotte 1987 — 1990
BA, Political Science and Philosophy
Harvard Extension School
Graduate, Web and Digital Media Development
University of California, San Diego
University of California, San Diego
Stephanie Fisk Stephanie Fisk's Bank of America Experience October 2010 - January 2011
Job Input Analyst at Epiq Systems
Industry Legal Services
Experience
Epiq Systems April 2012 - April 2013
Bank of America October 2010 - January 2011
StudyPoint August 2010 - January 2011
San Francisco Education Fund August 2010 - December 2010
Interac Co., Ltd. December 2009 - May 2010
AEON Corporation December 2008 - December 2009
Person Realty, Inc. September 2005 - December 2008
Mitsuwa Marketplace September 2005 - January 2008
Eastern Leaf April 2007 - July 2007
Lenox July 2004 - January 2005
Skills
Teaching, Classroom, Tutoring, Foreign Languages
Education
University of California, San Diego 2004 — 2008
BA, Human Development
Epiq Systems April 2012 - April 2013
Bank of America October 2010 - January 2011
StudyPoint August 2010 - January 2011
San Francisco Education Fund August 2010 - December 2010
Interac Co., Ltd. December 2009 - May 2010
AEON Corporation December 2008 - December 2009
Person Realty, Inc. September 2005 - December 2008
Mitsuwa Marketplace September 2005 - January 2008
Eastern Leaf April 2007 - July 2007
Lenox July 2004 - January 2005
Skills
Teaching, Classroom, Tutoring, Foreign Languages
Education
University of California, San Diego 2004 — 2008
BA, Human Development
Alma Aguilera's Bank of America Experience September 2014 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Ernst & Young October 2010 - October 2014
Tissla June 2010 - 2010
Wells Fargo January 2007 - 2010
Hemming Morse, Inc. July 2006 - September 2006
ATK 2005 - 2006
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Financial Reporting, Financial Analysis, IT Audit, Risk Assessment, Financial Accounting, Risk Management, Financial Risk, AML, Sarbanes-Oxley, Financial Audits, Operational Risk..., GAAP, Finance, Banking, Business Process
Education
University of California, Santa Barbara 2003 — 2006
BA in Business Economics with Accounting Emphasis, Business Economics with Accounting Emphasis
Bank of America September 2014 - Present
Ernst & Young October 2010 - October 2014
Tissla June 2010 - 2010
Wells Fargo January 2007 - 2010
Hemming Morse, Inc. July 2006 - September 2006
ATK 2005 - 2006
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Financial Reporting, Financial Analysis, IT Audit, Risk Assessment, Financial Accounting, Risk Management, Financial Risk, AML, Sarbanes-Oxley, Financial Audits, Operational Risk..., GAAP, Finance, Banking, Business Process
Education
University of California, Santa Barbara 2003 — 2006
BA in Business Economics with Accounting Emphasis, Business Economics with Accounting Emphasis
Randall Waters Randall Waters's Bank of America Experience January 2013 - Present
Job Home Services Specialist II AVP Home Equity at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Bank of America January 2011 - January 2013
Bank of America December 1999 - January 2011
BANK OF AMERICA July 2007 - March 2009
Allstate March 2005 - June 2007
Bank of Agriculture & Commerce/ECC Bank November 2004 - March 2005
LPL Financial February 2004 - August 2004
Bank of America December 1999 - March 2003
Skills
Banking, Credit, Portfolio Management, Mortgage Lending, Loans, Investments, Insurance, Sales, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Risk Management, Financial Services, CRM, Underwriting, Commercial Banking, Commercial Lending, Mortgage Banking
Education
University of California, San Diego 1997 — 2001
Bachelor of Arts, Economics
AA Stagg High School 1993 — 1997
Varsity sports, musical theatre and honors choir
Université de Nantes 1996 — 1996
Diplome Elementaire de la Langue Française, French Language Certification
Commodore Stockton Skills School
Daniel Webster Middle School
Bank of America January 2013 - Present
Bank of America January 2011 - January 2013
Bank of America December 1999 - January 2011
BANK OF AMERICA July 2007 - March 2009
Allstate March 2005 - June 2007
Bank of Agriculture & Commerce/ECC Bank November 2004 - March 2005
LPL Financial February 2004 - August 2004
Bank of America December 1999 - March 2003
Skills
Banking, Credit, Portfolio Management, Mortgage Lending, Loans, Investments, Insurance, Sales, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Risk Management, Financial Services, CRM, Underwriting, Commercial Banking, Commercial Lending, Mortgage Banking
Education
University of California, San Diego 1997 — 2001
Bachelor of Arts, Economics
AA Stagg High School 1993 — 1997
Varsity sports, musical theatre and honors choir
Université de Nantes 1996 — 1996
Diplome Elementaire de la Langue Française, French Language Certification
Commodore Stockton Skills School
Daniel Webster Middle School
Bruce Kovelman Bruce Kovelman's Bank of America Experience August 2011 - Present
Job Vice President, Sr Analyst at Bank of America
Industry Real Estate
Experience
Bank of America August 2011 - Present
Bank of America April 2009 - Present
Skills
MicroStrategy Reporting, Insight, Manhattan, Microsoft Applications, Leadership, Analysis, Process Improvement, Management, Risk Management, Financial Analysis, Access, Forecasting, Strategic Planning, Finance
Education
University of California, San Diego 1986 — 1991
BA
Montclair College Prep 1983 — 1986
Sierra Canyon 1979 — 1983
Bank of America August 2011 - Present
Bank of America April 2009 - Present
Skills
MicroStrategy Reporting, Insight, Manhattan, Microsoft Applications, Leadership, Analysis, Process Improvement, Management, Risk Management, Financial Analysis, Access, Forecasting, Strategic Planning, Finance
Education
University of California, San Diego 1986 — 1991
BA
Montclair College Prep 1983 — 1986
Sierra Canyon 1979 — 1983
Matt Weightman Matt Weightman's Bank of America Experience April 1999 - August 2003
Job SVP Regional Manager at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank September 2014 - Present
AmericanWest Bank September 2011 - October 2014
North Island Credit Union August 2005 - September 2011
North Island Credit Union September 2003 - August 2005
Bank of America April 1999 - August 2003
Skills
Banking, Credit, Customer Service, Microsoft Excel, Real Estate, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Small Business Lending, Operations Management, Sales Management, Investments, Financial Analysis, Risk Management, Relationship Management, SBA, Credit Analysis, Strategic Planning, Asset Management, Financial Services, Portfolio Management, Loan Origination, Retail Banking, Mortgage Banking, Commercial Mortgages, Lines Of Credit, Cash Management, Commercial Banking, Residential Mortgages, Underwriting, Credit Unions, Cross Selling, Refinance, Home Equity Loans, Bank Secrecy Act
Education
University of California, San Diego 1998 — 2002
BA, Communications
AmericanWest Bank September 2014 - Present
AmericanWest Bank September 2011 - October 2014
North Island Credit Union August 2005 - September 2011
North Island Credit Union September 2003 - August 2005
Bank of America April 1999 - August 2003
Skills
Banking, Credit, Customer Service, Microsoft Excel, Real Estate, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Small Business Lending, Operations Management, Sales Management, Investments, Financial Analysis, Risk Management, Relationship Management, SBA, Credit Analysis, Strategic Planning, Asset Management, Financial Services, Portfolio Management, Loan Origination, Retail Banking, Mortgage Banking, Commercial Mortgages, Lines Of Credit, Cash Management, Commercial Banking, Residential Mortgages, Underwriting, Credit Unions, Cross Selling, Refinance, Home Equity Loans, Bank Secrecy Act
Education
University of California, San Diego 1998 — 2002
BA, Communications
Daniel Coulter Daniel Coulter's Bank of America Experience March 2002 - January 2004
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial May 2011 - August 2015
LPL Financial February 2008 - May 2011
LPL Financial October 2006 - 2007
Pacific Backflow June 2001 - October 2006
Bank of America March 2002 - January 2004
Ruby's Diner June 1999 - July 2002
Skills
Series 7, Financial Services, Securities, Process Improvement, Team Building, Public Speaking, Customer Service, FINRA, Project Management, Lectora, Captivate, InDesign, LMS Integration, Series 66, Uniform Combined State..., Training Delivery, Training, Instructor-led Training, Learning Management..., Leadership, New Business Development, E-Learning, Blended Learning, Leadership Development, Employee Training, Coaching, Organizational..., Learning Management, Instructional Design, Needs Analysis, Finance, SkyTap, Virtual Communities, Integrity, Series 63, Mutual Funds, Management, Investments
Education
University of California, San Diego 2003 — 2005
BA, Philosophy
Focus Leadership Institute 2001 — 2001
LPL Financial August 2015 - Present
LPL Financial May 2011 - August 2015
LPL Financial February 2008 - May 2011
LPL Financial October 2006 - 2007
Pacific Backflow June 2001 - October 2006
Bank of America March 2002 - January 2004
Ruby's Diner June 1999 - July 2002
Skills
Series 7, Financial Services, Securities, Process Improvement, Team Building, Public Speaking, Customer Service, FINRA, Project Management, Lectora, Captivate, InDesign, LMS Integration, Series 66, Uniform Combined State..., Training Delivery, Training, Instructor-led Training, Learning Management..., Leadership, New Business Development, E-Learning, Blended Learning, Leadership Development, Employee Training, Coaching, Organizational..., Learning Management, Instructional Design, Needs Analysis, Finance, SkyTap, Virtual Communities, Integrity, Series 63, Mutual Funds, Management, Investments
Education
University of California, San Diego 2003 — 2005
BA, Philosophy
Focus Leadership Institute 2001 — 2001
Shirin Miller Shirin Miller's Bank of America Experience September 2004 - August 2006
Job Creative Manager at Nelson Companies
Industry Marketing and Advertising
Experience
Nelson Companies March 2015 - Present
Cook Medical June 2012 - May 2013
Hanapin Marketing September 2011 - July 2012
Warner Bros. Entertainment Group of Companies January 2009 - May 2011
Wells Fargo September 2006 - June 2007
Bank of America September 2004 - August 2006
Skills
SEO, Social Media, PowerPoint, Microsoft Excel, Social Media Marketing, Google Analytics, Advertising, Management, Marketing, Facebook, Marketing Communications, Digital Designs, Integrated Marketing, Google Adwords, Marketing Strategy, Online Marketing, HTML, Creativity
Education
Art Institute of California 2007 — 2009
AS, Web Design and Interactive Media
University of California, San Diego 2004 — 2006
B.A., Communicaitons
Nelson Companies March 2015 - Present
Cook Medical June 2012 - May 2013
Hanapin Marketing September 2011 - July 2012
Warner Bros. Entertainment Group of Companies January 2009 - May 2011
Wells Fargo September 2006 - June 2007
Bank of America September 2004 - August 2006
Skills
SEO, Social Media, PowerPoint, Microsoft Excel, Social Media Marketing, Google Analytics, Advertising, Management, Marketing, Facebook, Marketing Communications, Digital Designs, Integrated Marketing, Google Adwords, Marketing Strategy, Online Marketing, HTML, Creativity
Education
Art Institute of California 2007 — 2009
AS, Web Design and Interactive Media
University of California, San Diego 2004 — 2006
B.A., Communicaitons
Rick Dumas Rick Dumas's Bank of America Experience January 1993 - January 1995
Job Retail Managment Professional at Retail Managment Professional
Industry Retail
Experience
Wal-Mart September 2009 - June 2010
Wal-Mart September 2000 - September 2009
Jack in the Box January 1999 - January 2000
Jack in the Box January 1997 - January 1999
Bank of America January 1993 - January 1995
Bank of America January 1991 - January 1993
Wells Fargo Bank January 1990 - January 1991
Skills
Profitability, Apparel, Compliance, Customer Service, Bilingual-Spanish, Financial Analysis, Merchandising
Education
University of California, San Diego
Bachelor of Arts, Psychology
University of San Diego
Master's, Business Administration
Wal-Mart September 2009 - June 2010
Wal-Mart September 2000 - September 2009
Jack in the Box January 1999 - January 2000
Jack in the Box January 1997 - January 1999
Bank of America January 1993 - January 1995
Bank of America January 1991 - January 1993
Wells Fargo Bank January 1990 - January 1991
Skills
Profitability, Apparel, Compliance, Customer Service, Bilingual-Spanish, Financial Analysis, Merchandising
Education
University of California, San Diego
Bachelor of Arts, Psychology
University of San Diego
Master's, Business Administration
Chris Keilitz Chris Keilitz's Bank of America Experience 2012 - Present
Job Architecture Executive at Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
Bank of America 2007 - 2011
Bank of America 1999 - 2007
Motorola 1997 - 1999
Marine Corps Tactical Systems Support Activity (MCTSSA) 1994 - 1997
USMC March 1987 - January 1992
Skills
Enterprise Architecture, SOA, Architecture, Project Portfolio..., SDLC, Enterprise Software, IT Strategy, Program Management, Integration, Management, Risk Management, Software Project..., IT Management, ITIL, Disaster Recovery, Leadership, Business Intelligence, Architectures, Data Center, Business Analysis, PMO, Cloud Computing, IT Service Management, Business Process..., Solution Architecture, Agile Methodologies, Visio, PMP, Vendor Management, Outsourcing, Software Development, Governance, Requirements Gathering, Requirements Analysis, Business Process, Data Warehousing
Education
University of California, San Diego
BS, Computer Engineering
Bank of America 2012 - Present
Bank of America 2007 - 2011
Bank of America 1999 - 2007
Motorola 1997 - 1999
Marine Corps Tactical Systems Support Activity (MCTSSA) 1994 - 1997
USMC March 1987 - January 1992
Skills
Enterprise Architecture, SOA, Architecture, Project Portfolio..., SDLC, Enterprise Software, IT Strategy, Program Management, Integration, Management, Risk Management, Software Project..., IT Management, ITIL, Disaster Recovery, Leadership, Business Intelligence, Architectures, Data Center, Business Analysis, PMO, Cloud Computing, IT Service Management, Business Process..., Solution Architecture, Agile Methodologies, Visio, PMP, Vendor Management, Outsourcing, Software Development, Governance, Requirements Gathering, Requirements Analysis, Business Process, Data Warehousing
Education
University of California, San Diego
BS, Computer Engineering
Rebecca Le Vine Rebecca Le Vine's Bank of America Experience August 2005 - Present
Job Staffing Manager II at Bank of America
Industry Human Resources
Experience
Bank of America August 2005 - Present
Higher Ground Learning, Inc January 2004 - July 2005
K&R Law Group September 2000 - December 2003
Gibson Arnold & Associates 1991 - 1997
Skills
Business Process Design, Talent Management, Human Resources, Recruiting, Business Process..., Organizational..., Organizational..., Performance Management, Talent Developer, Six Sigma Green Belt..., Certified Mediator, Certified Success Coach
Education
University of California, San Diego
Bachelor's degree, Political Science and Government
Bank of America August 2005 - Present
Higher Ground Learning, Inc January 2004 - July 2005
K&R Law Group September 2000 - December 2003
Gibson Arnold & Associates 1991 - 1997
Skills
Business Process Design, Talent Management, Human Resources, Recruiting, Business Process..., Organizational..., Organizational..., Performance Management, Talent Developer, Six Sigma Green Belt..., Certified Mediator, Certified Success Coach
Education
University of California, San Diego
Bachelor's degree, Political Science and Government
James Coll James Coll's Bank of America Experience October 2003 - February 2008
Job Senior Software Engineer at SunGard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services January 2011 - Present
RSVP June 2010 - September 2010
AccountNow February 2008 - June 2010
Bank of America October 2003 - February 2008
Ticketmaster February 2000 - November 2002
Scan Optics December 1996 - February 2000
TRW Financial Systems December 1994 - December 1996
Innovative Interfaces February 1992 - December 1994
Skills
SDLC, Agile Methodologies, SOA, C#, Software Development, Cloud Computing, Unix, Distributed Systems, Linux, Java, JavaScript, XML
Education
University of California, San Diego 1986 — 1991
Bachelor's degree, Computer Science
Sungard Availability Services January 2011 - Present
RSVP June 2010 - September 2010
AccountNow February 2008 - June 2010
Bank of America October 2003 - February 2008
Ticketmaster February 2000 - November 2002
Scan Optics December 1996 - February 2000
TRW Financial Systems December 1994 - December 1996
Innovative Interfaces February 1992 - December 1994
Skills
SDLC, Agile Methodologies, SOA, C#, Software Development, Cloud Computing, Unix, Distributed Systems, Linux, Java, JavaScript, XML
Education
University of California, San Diego 1986 — 1991
Bachelor's degree, Computer Science
Charlie Sykes Charlie Sykes's Bank of America Experience February 1980 - June 2004
Job Former Branch Manager at Retired from Banking/Credit Union Industry
Industry Banking
Experience
Retired from Banking/Credit Union Industry April 2014 - Present
Mission Federal Credit Union February 2005 - April 2014
Bank of America February 1980 - June 2004
Skills
Loans, Customer Service, Microsoft Word, Credit, Banking, Outlook, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Commercial Banking, Credit Unions, Commercial Lending
Education
University of California, San Diego 1975 — 1979
BA, Sociology
Retired from Banking/Credit Union Industry April 2014 - Present
Mission Federal Credit Union February 2005 - April 2014
Bank of America February 1980 - June 2004
Skills
Loans, Customer Service, Microsoft Word, Credit, Banking, Outlook, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Commercial Banking, Credit Unions, Commercial Lending
Education
University of California, San Diego 1975 — 1979
BA, Sociology
Laurie Garcia Laurie Garcia's Bank of America Experience 1990 - 2001
Job Job Hunter
Industry Marketing and Advertising
Experience
None August 2010 - Present
Caliber 2007 - 2010
Abbott Vascular Devices 2005 - 2007
WFHM 2003 - 2003
Bank of America 1990 - 2001
Education
University of California, San Diego
Certificate in Human Resources Management
None August 2010 - Present
Caliber 2007 - 2010
Abbott Vascular Devices 2005 - 2007
WFHM 2003 - 2003
Bank of America 1990 - 2001
Education
University of California, San Diego
Certificate in Human Resources Management
David Gerst David Gerst's Bank of America Experience January 2009 - October 2014
Job Director, Mortgage Marketing
Industry Banking
Experience
OneWest Bank August 2015 - Present
Clean Fuel Connection, Inc. October 2014 - August 2015
Bank of America January 2009 - October 2014
IndyMac Bank August 2004 - December 2008
Skills
Marketing, Direct Marketing, Marketing Strategy, Multi-channel Marketing, Customer Acquisition, Analytics, Strategic Planning, Strategy, Lead Generation, Segmentation, Integrated Marketing, Business Development, Database Marketing, Brand Management, Digital Marketing, Online Marketing, Competitive Analysis, Email Marketing, Online Advertising, Marketing Management, B2B Marketing, Marketing Research, E-commerce, CRM, Product Marketing, Brand Development, Mobile Marketing, Strategic Partnerships, Natural Gas, Renewable Energy, CNG, LNG, Electric Vehicles
Education
University of Southern California 2000 — 2002
Master of Business Administration (MBA)
University of California, San Diego 1991 — 1994
Bachelor of Arts (BA), Economics
OneWest Bank August 2015 - Present
Clean Fuel Connection, Inc. October 2014 - August 2015
Bank of America January 2009 - October 2014
IndyMac Bank August 2004 - December 2008
Skills
Marketing, Direct Marketing, Marketing Strategy, Multi-channel Marketing, Customer Acquisition, Analytics, Strategic Planning, Strategy, Lead Generation, Segmentation, Integrated Marketing, Business Development, Database Marketing, Brand Management, Digital Marketing, Online Marketing, Competitive Analysis, Email Marketing, Online Advertising, Marketing Management, B2B Marketing, Marketing Research, E-commerce, CRM, Product Marketing, Brand Development, Mobile Marketing, Strategic Partnerships, Natural Gas, Renewable Energy, CNG, LNG, Electric Vehicles
Education
University of Southern California 2000 — 2002
Master of Business Administration (MBA)
University of California, San Diego 1991 — 1994
Bachelor of Arts (BA), Economics
Brandon Klopp Brandon Klopp's Bank of America Experience September 2009 - Present
Job VP, Technology Manager Systems Engineering at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2009 - Present
Bank of America 2008 - March 2011
Countrywide March 2002 - June 2008
CompuVision June 2001 - February 2002
Hill & Associates, LLP June 1996 - June 2001
Skills
Leadership, Disaster Recovery, Process Improvement, Problem Management, Risk Management, Knowledge Management, Team Leadership, Business Analysis, Business Intelligence, Visio, Information Technology, Vendor Management, IT Strategy, Project Portfolio..., IT Management, ITIL, SDLC, Networking
Education
University of Phoenix 2003 — 2006
BS, E-Business
University of California, Santa Barbara
Bank of America September 2009 - Present
Bank of America 2008 - March 2011
Countrywide March 2002 - June 2008
CompuVision June 2001 - February 2002
Hill & Associates, LLP June 1996 - June 2001
Skills
Leadership, Disaster Recovery, Process Improvement, Problem Management, Risk Management, Knowledge Management, Team Leadership, Business Analysis, Business Intelligence, Visio, Information Technology, Vendor Management, IT Strategy, Project Portfolio..., IT Management, ITIL, SDLC, Networking
Education
University of Phoenix 2003 — 2006
BS, E-Business
University of California, Santa Barbara
Dongheng Xu's Bank of America Experience July 2013 - Present
Job Technology Associate at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America July 2013 - Present
Planning and Organizational Analysis Department, University of Pennsylvania Libraries May 2012 - May 2013
Metridoc Datafarm, University of Pennsylvania Libraries June 2012 - August 2012
University of Pennsylvania January 2012 - June 2012
University of Pennsylvania September 2011 - December 2011
UC San Diego January 2011 - June 2011
Beijing Institute of Technology July 2009 - October 2009
Skills
Java, C++, C, HTML, SQL, JavaScript, MySQL, Linux, CSS, XML, Programming, jQuery, jQuery Mobile, jQuery UI, CSS3, HTML5, Groovy, Grails, SVN, ASP.NET, Microsoft SQL Server, ASP.NET MVC, C#
Education
University of Pennsylvania 2011 — 2013
MS, Computer and Information Science
UC San Diego 2010 — 2011
University Credit Program, Computer Science and Engineering
Beijing Institute of Technology 2007 — 2011
Bachelor of Science, Computer Science and Engineering
Bank of America July 2013 - Present
Planning and Organizational Analysis Department, University of Pennsylvania Libraries May 2012 - May 2013
Metridoc Datafarm, University of Pennsylvania Libraries June 2012 - August 2012
University of Pennsylvania January 2012 - June 2012
University of Pennsylvania September 2011 - December 2011
UC San Diego January 2011 - June 2011
Beijing Institute of Technology July 2009 - October 2009
Skills
Java, C++, C, HTML, SQL, JavaScript, MySQL, Linux, CSS, XML, Programming, jQuery, jQuery Mobile, jQuery UI, CSS3, HTML5, Groovy, Grails, SVN, ASP.NET, Microsoft SQL Server, ASP.NET MVC, C#
Education
University of Pennsylvania 2011 — 2013
MS, Computer and Information Science
UC San Diego 2010 — 2011
University Credit Program, Computer Science and Engineering
Beijing Institute of Technology 2007 — 2011
Bachelor of Science, Computer Science and Engineering
Roberto Guido Roberto Guido's Bank of America Experience November 2010 - Present
Job Strategy and Business Development Manager at U.S. Trust Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Bank of America November 2010 - Present
LiveAutographs May 2009 - August 2009
Nokia Mobile Phones December 2003 - August 2008
South Bay Community Services February 2005 - February 2007
Qualcomm July 2000 - December 2003
Skills
Series 7, Entrepreneur, Electrical Engineering, Self Starter, Action Oriented, Team Leadership, Fast Pace Environment, Management Consulting, Thought Leadership, Technical Leadership, MBA, MBA Finance, Start-ups, Start-up Environments, Multilingual, Foreign Languages, Mobile Technology, Software Engineering, Analytics, Excel, Data Modeling, Social Media, Social Networking..., Entrepreneurship, Fast-paced, Microsoft Excel, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Finance, Financial Instruments and Markets, and Entrepreneurship
University of California, San Diego 1998 — 2003
Electrical Engineering, Wireless Communications
Universita di Siena per Stranieri, Siena, Italy 2002 — 2003
Lingua e Cultura Italiana, Italian Studies
Saint Augustine High School 1994 — 1998
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Bank of America November 2010 - Present
LiveAutographs May 2009 - August 2009
Nokia Mobile Phones December 2003 - August 2008
South Bay Community Services February 2005 - February 2007
Qualcomm July 2000 - December 2003
Skills
Series 7, Entrepreneur, Electrical Engineering, Self Starter, Action Oriented, Team Leadership, Fast Pace Environment, Management Consulting, Thought Leadership, Technical Leadership, MBA, MBA Finance, Start-ups, Start-up Environments, Multilingual, Foreign Languages, Mobile Technology, Software Engineering, Analytics, Excel, Data Modeling, Social Media, Social Networking..., Entrepreneurship, Fast-paced, Microsoft Excel, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Finance, Financial Instruments and Markets, and Entrepreneurship
University of California, San Diego 1998 — 2003
Electrical Engineering, Wireless Communications
Universita di Siena per Stranieri, Siena, Italy 2002 — 2003
Lingua e Cultura Italiana, Italian Studies
Saint Augustine High School 1994 — 1998
Michael Alford, MBA, PMP, CSM Michael Alford, MBA, PMP, CSM's Bank of America Experience January 2007 - November 2011
Job Project Management Office (PMO) Leader
Industry Information Technology and Services
Experience
Union Bank May 2012 - Present
Bank of America January 2007 - November 2011
Toyota October 2004 - October 2005
Vizional Technologies March 2000 - October 2003
Transamerica Asset Management July 1996 - January 1999
Skills
Software Project..., Project Portfolio..., SDLC, Project Management, PMO, Process, RUP, Agile, Six Sigma, Program Management, Portfolio Management, SOX, MS Project, Clarity, Excel, SharePoint, Project Management..., Team Building, Building Strong Teams, Mentoring, Infrastructure Projects, Software Development..., Software Development, Scrum, Certified Scrum Master..., PMBOK, PMI, Process Development, Project Execution, Web Project Management, PMP, Project Delivery, Waterfall, Resource Management, Project Planning, Agile Project Management, Business Process..., Release Management, Virtual Teams, IT Governance, Vendor Management, Business Process, IT Management, Software Implementation, Process Improvement, Project Implementation, Governance, Certified Project..., Process Engineering, Project Governance
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Process Improvement/Project Management
UCSD
BA, political science and history
Union Bank May 2012 - Present
Bank of America January 2007 - November 2011
Toyota October 2004 - October 2005
Vizional Technologies March 2000 - October 2003
Transamerica Asset Management July 1996 - January 1999
Skills
Software Project..., Project Portfolio..., SDLC, Project Management, PMO, Process, RUP, Agile, Six Sigma, Program Management, Portfolio Management, SOX, MS Project, Clarity, Excel, SharePoint, Project Management..., Team Building, Building Strong Teams, Mentoring, Infrastructure Projects, Software Development..., Software Development, Scrum, Certified Scrum Master..., PMBOK, PMI, Process Development, Project Execution, Web Project Management, PMP, Project Delivery, Waterfall, Resource Management, Project Planning, Agile Project Management, Business Process..., Release Management, Virtual Teams, IT Governance, Vendor Management, Business Process, IT Management, Software Implementation, Process Improvement, Project Implementation, Governance, Certified Project..., Process Engineering, Project Governance
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Process Improvement/Project Management
UCSD
BA, political science and history
Jena Wang Jena Wang's Bank of America Experience January 2005 - December 2005
Job Private Label Director at Stitch Fix
Industry Apparel & Fashion
Experience
Stitch Fix April 2013 - Present
ModCloth November 2011 - February 2013
Velvet Brigade January 2011 - November 2011
Macy's West May 2008 - February 2011
Macy's West August 2006 - April 2008
Bloomingdales February 2006 - August 2006
Bank of America January 2005 - December 2005
Bank of America August 2000 - January 2005
Education
University of California, San Diego 2001 — 2005
B.A., Political Science; International Relations
Stitch Fix April 2013 - Present
ModCloth November 2011 - February 2013
Velvet Brigade January 2011 - November 2011
Macy's West May 2008 - February 2011
Macy's West August 2006 - April 2008
Bloomingdales February 2006 - August 2006
Bank of America January 2005 - December 2005
Bank of America August 2000 - January 2005
Education
University of California, San Diego 2001 — 2005
B.A., Political Science; International Relations
Woody Queen Woody Queen's Bank of America Experience 1998 - 1999
Job Financial Consultant Specialist at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente October 2011 - Present
Armanino McKenna LLP January 2011 - October 2011
The Mergis Group March 2010 - January 2011
Nelson and Associates November 2006 - January 2010
Charles Schwab June 2004 - October 2006
Charles Schwab July 2000 - June 2004
Charles Schwab June 1999 - July 2000
Bank of America 1998 - 1999
Skills
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance, Analysis, Management, Mergers & Acquisitions, Budgets, Business Analysis, Executive Management, Training, Internal Audit, Payroll, Financial Modeling, Recruiting, Management Consulting, Leadership, Strategy, Process Improvement, Forecasting, Sarbanes-Oxley Act, Start-ups, Vendor Management, Business Process..., Technical Recruiting, PeopleSoft, Talent Management, Temporary Placement, Applicant Tracking..., College Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Staffing Services, Interviews, Consulting, CRM, Temporary Staffing, Benefits Negotiation, SDLC, Performance Management
Education
University of California, San Diego 1989 — 1994
Bachelor of Arts, Economics
Kaiser Permanente October 2011 - Present
Armanino McKenna LLP January 2011 - October 2011
The Mergis Group March 2010 - January 2011
Nelson and Associates November 2006 - January 2010
Charles Schwab June 2004 - October 2006
Charles Schwab July 2000 - June 2004
Charles Schwab June 1999 - July 2000
Bank of America 1998 - 1999
Skills
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance, Analysis, Management, Mergers & Acquisitions, Budgets, Business Analysis, Executive Management, Training, Internal Audit, Payroll, Financial Modeling, Recruiting, Management Consulting, Leadership, Strategy, Process Improvement, Forecasting, Sarbanes-Oxley Act, Start-ups, Vendor Management, Business Process..., Technical Recruiting, PeopleSoft, Talent Management, Temporary Placement, Applicant Tracking..., College Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Staffing Services, Interviews, Consulting, CRM, Temporary Staffing, Benefits Negotiation, SDLC, Performance Management
Education
University of California, San Diego 1989 — 1994
Bachelor of Arts, Economics
Oana Kolding's Bank of America Experience April 2006 - August 2012
Job Bank Manager at Tri Counties Bank
Industry Banking
Experience
Tri Counties Bank November 2012 - Present
Bank of America April 2006 - August 2012
Skills
Mortgage Lending, Banking, Credit, Credit Analysis, Loans, Finance, Commercial Banking, Real Estate
Education
University of California, San Diego 1996 — 2000
Tri Counties Bank November 2012 - Present
Bank of America April 2006 - August 2012
Skills
Mortgage Lending, Banking, Credit, Credit Analysis, Loans, Finance, Commercial Banking, Real Estate
Education
University of California, San Diego 1996 — 2000
Duncan Wallace Duncan Wallace's Bank of America Experience June 1993 - July 1999
Job Team Lead Network Services Department at Vesta Corporation
Industry Information Technology and Services
Experience
Vesta Corporation July 2014 - Present
Vesta Corporation September 2011 - Present
Kronos September 2007 - September 2011
The Greenbrier Companies June 2007 - September 2007
Viawest Internet Services June 2006 - August 2007
FORTiX, LLC August 2003 - June 2006
Pacific Star Communications (PacStar) 2002 - 2003
800.COM July 1999 - March 2002
Bank of America June 1993 - July 1999
Data Broadcasting Corp. June 1987 - June 1993
Skills
Cisco IOS, VPN, SSL VPN, Network Engineering, Network Architecture, Juniper, Routing Protocols, Firewalls, Routers, Switches, SNMP, DNS, Cisco Technologies, WAN, VMware ESX, Network Security, Security, Linux, Windows Server, Active Directory, VoIP, Networking, Virtualization, Troubleshooting, Data Center, Cisco Nexus, Servers, Disaster Recovery, Routing, Juniper Technologies, Network Administration, Network Design
Education
University of California, San Diego 1983 — 1988
Management Science
Woodside High School 1978 — 1983
Vesta Corporation July 2014 - Present
Vesta Corporation September 2011 - Present
Kronos September 2007 - September 2011
The Greenbrier Companies June 2007 - September 2007
Viawest Internet Services June 2006 - August 2007
FORTiX, LLC August 2003 - June 2006
Pacific Star Communications (PacStar) 2002 - 2003
800.COM July 1999 - March 2002
Bank of America June 1993 - July 1999
Data Broadcasting Corp. June 1987 - June 1993
Skills
Cisco IOS, VPN, SSL VPN, Network Engineering, Network Architecture, Juniper, Routing Protocols, Firewalls, Routers, Switches, SNMP, DNS, Cisco Technologies, WAN, VMware ESX, Network Security, Security, Linux, Windows Server, Active Directory, VoIP, Networking, Virtualization, Troubleshooting, Data Center, Cisco Nexus, Servers, Disaster Recovery, Routing, Juniper Technologies, Network Administration, Network Design
Education
University of California, San Diego 1983 — 1988
Management Science
Woodside High School 1978 — 1983
Bert Zaragoza Bert Zaragoza's Bank of America Experience November 2009 - August 2010
Job Mortgage Banking Officer at BBVA Compass
Industry Financial Services
Experience
. March 1999 - Present
BBVA Compass October 2014 - September 2015
Wells Fargo Home Mortgage May 2013 - October 2014
Law Offices of Earl Carter January 2012 - July 2012
Academy Mortgage LLC June 2011 - March 2012
Bank of America November 2009 - August 2010
US Bank Home Mortgage November 2008 - April 2009
Washington Mutual September 2000 - January 2008
Skills
Business Development, Recruiting, Banking, Volunteer Management, Fundraising, Loans, Mortgage Lending, Management, Refinance, Mortgage Banking, Strategic Financial..., Leadership, Sales, Team Building, Marketing Strategy, Real Estate, Marketing, First Time Home Buyers, Credit, Time Management, Budgets, Training, FHA, Insurance, Investment Properties, Nonprofits
Education
University of California, Santa Barbara 1979 — 1981
Bio - PreMed
Franklin HS 1976 — 1979
Diploma, General
. March 1999 - Present
BBVA Compass October 2014 - September 2015
Wells Fargo Home Mortgage May 2013 - October 2014
Law Offices of Earl Carter January 2012 - July 2012
Academy Mortgage LLC June 2011 - March 2012
Bank of America November 2009 - August 2010
US Bank Home Mortgage November 2008 - April 2009
Washington Mutual September 2000 - January 2008
Skills
Business Development, Recruiting, Banking, Volunteer Management, Fundraising, Loans, Mortgage Lending, Management, Refinance, Mortgage Banking, Strategic Financial..., Leadership, Sales, Team Building, Marketing Strategy, Real Estate, Marketing, First Time Home Buyers, Credit, Time Management, Budgets, Training, FHA, Insurance, Investment Properties, Nonprofits
Education
University of California, Santa Barbara 1979 — 1981
Bio - PreMed
Franklin HS 1976 — 1979
Diploma, General
Luis Carranza Luis Carranza's Bank of America Experience September 2003 - November 2007
Job Sales Manager at W.J. Bradley Mortgage Capital, LLC
Industry Financial Services
Experience
W.J. Bradley Mortgage Capital, LLC May 2015 - Present
New American Funding September 2013 - February 2015
W.J. Bradley Mortgage Capital, LLC September 2012 - August 2013
San Diego Game Face Baseball & San Diego Cyclones Baseball January 2008 - May 2013
U.S. Bank July 2010 - September 2012
Spectra Home Loans September 2008 - June 2010
Wells Fargo December 2007 - August 2008
Bank of America September 2003 - November 2007
JPMorgan Chase & Co. September 1995 - August 2003
San Diego Youth Symphony and Conservatory 1988 - 1998
Skills
FHA, Mortgage Lending, Refinance, FHA financing, Loans, VA loans, Investment Properties, First Time Home Buyers, Mortgage Banking, Reverse Mortgages, Sales, REO, Mortgage Marketing, Sellers, Foreclosures, Residential Mortgages, Certified Mortgage..., Real Estate Economics, Mortgage Underwriting, Banking, Real Estate Transactions, HUD, Government Loans, Construction Loans, Property, Loan Servicing, Loan Origination, USDA, Finance, Real Estate Financing, Credit Analysis, Home Equity Loans, Loss Mitigation, Real Estate, Investors, Short Sales, Commercial Real Estate, Selling, Credit, Underwriting, Referrals, Investments, Residential Homes, Condos, Commercial Lending, General Manager Baseball, Baseball Coach, FHA Financing, VA Loans
Education
UC San Diego 1989 — 1994
Economics
Grossmont High School 1984 — 1988
W.J. Bradley Mortgage Capital, LLC May 2015 - Present
New American Funding September 2013 - February 2015
W.J. Bradley Mortgage Capital, LLC September 2012 - August 2013
San Diego Game Face Baseball & San Diego Cyclones Baseball January 2008 - May 2013
U.S. Bank July 2010 - September 2012
Spectra Home Loans September 2008 - June 2010
Wells Fargo December 2007 - August 2008
Bank of America September 2003 - November 2007
JPMorgan Chase & Co. September 1995 - August 2003
San Diego Youth Symphony and Conservatory 1988 - 1998
Skills
FHA, Mortgage Lending, Refinance, FHA financing, Loans, VA loans, Investment Properties, First Time Home Buyers, Mortgage Banking, Reverse Mortgages, Sales, REO, Mortgage Marketing, Sellers, Foreclosures, Residential Mortgages, Certified Mortgage..., Real Estate Economics, Mortgage Underwriting, Banking, Real Estate Transactions, HUD, Government Loans, Construction Loans, Property, Loan Servicing, Loan Origination, USDA, Finance, Real Estate Financing, Credit Analysis, Home Equity Loans, Loss Mitigation, Real Estate, Investors, Short Sales, Commercial Real Estate, Selling, Credit, Underwriting, Referrals, Investments, Residential Homes, Condos, Commercial Lending, General Manager Baseball, Baseball Coach, FHA Financing, VA Loans
Education
UC San Diego 1989 — 1994
Economics
Grossmont High School 1984 — 1988
Asal Eftekhari's Bank of America Experience June 2011 - June 2012
Job banking
Industry Real Estate
Experience
Alison James March 2015 - Present
Union Bank December 2013 - Present
Wells Fargo Bank, N.A. June 2012 - December 2013
Bank of America June 2011 - June 2012
Skills
Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales, Loans, Finance, Business Analysis, Portfolio Management, Analysis, Microsoft Word, Process Improvement, Investments, Mortgage Lending, Marketing, Credit Analysis, Team Building
Education
University of California, San Diego
Bachelor's degree, Business/Corporate Communications
Alison James March 2015 - Present
Union Bank December 2013 - Present
Wells Fargo Bank, N.A. June 2012 - December 2013
Bank of America June 2011 - June 2012
Skills
Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales, Loans, Finance, Business Analysis, Portfolio Management, Analysis, Microsoft Word, Process Improvement, Investments, Mortgage Lending, Marketing, Credit Analysis, Team Building
Education
University of California, San Diego
Bachelor's degree, Business/Corporate Communications
Chu (Chelsea) Yi Chu (Chelsea) Yi's Bank of America Experience February 2014 - December 2014
Job Bank Teller at Bank of America
Industry Financial Services
Experience
Forward Logistic September 2014 - August 2015
Bank of America February 2014 - December 2014
UC San Diego May 2011 - September 2013
Youthcares June 2007 - June 2009
Skills
•Strong attention to..., Chinese, Mandarin, Cantonese, Microsoft Word, Microsoft Excel, PowerPoint, Interpersonal..., Multitasking Skills, Photoshop, Photography, English
Education
UCSD 2009 — 2013
Bachelor of Science (BS), Management Science
Mission High School 2007 — 2009
Forward Logistic September 2014 - August 2015
Bank of America February 2014 - December 2014
UC San Diego May 2011 - September 2013
Youthcares June 2007 - June 2009
Skills
•Strong attention to..., Chinese, Mandarin, Cantonese, Microsoft Word, Microsoft Excel, PowerPoint, Interpersonal..., Multitasking Skills, Photoshop, Photography, English
Education
UCSD 2009 — 2013
Bachelor of Science (BS), Management Science
Mission High School 2007 — 2009
Amparo Eskew Amparo Eskew's Bank of America Experience September 2002 - February 2012
Job Sales Manager at iMortgage NMLSR ID 632956
Industry Financial Services
Experience
imortgage, a division of loanDepot, LLC, NMLS ID 174457 August 2015 - Present
Wells Fargo February 2012 - Present
Bank of America September 2002 - February 2012
North American Mortgages January 1994 - August 2002
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Banking
Education
UCSD 1986 — 1991
Bachelor of Arts (B.A.), Economics
imortgage, a division of loanDepot, LLC, NMLS ID 174457 August 2015 - Present
Wells Fargo February 2012 - Present
Bank of America September 2002 - February 2012
North American Mortgages January 1994 - August 2002
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Banking
Education
UCSD 1986 — 1991
Bachelor of Arts (B.A.), Economics
Ho Lam Phoebe Yau Ho Lam Phoebe Yau's Bank of America Experience July 2013 - August 2013
Job Student at University of California, San Diego
Industry
Experience
PwC July 2013 - August 2013
Bank of America July 2013 - August 2013
Skills
Microsoft Office, Customer Service, Management, Research, Project Management, Leadership, Strategic Planning, Microsoft Word, PowerPoint, Sales
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Management Sciences and Quantitative Methods
PwC July 2013 - August 2013
Bank of America July 2013 - August 2013
Skills
Microsoft Office, Customer Service, Management, Research, Project Management, Leadership, Strategic Planning, Microsoft Word, PowerPoint, Sales
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Management Sciences and Quantitative Methods
Michael Hou Michael Hou's Bank of America Experience May 2013 - July 2013
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
TD Ameritrade 2013 - January 2014
Bank of America May 2013 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Sales, Teamwork, Marketing, New Business Development, Investments, Banking, Finance, Account Management, Salesforce.com
Education
University of California, San Diego 2009 — 2012
Bachelor's degree, Economics
Merrill Lynch June 2014 - Present
TD Ameritrade 2013 - January 2014
Bank of America May 2013 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Sales, Teamwork, Marketing, New Business Development, Investments, Banking, Finance, Account Management, Salesforce.com
Education
University of California, San Diego 2009 — 2012
Bachelor's degree, Economics
Van Nguyen, P.E. Van Nguyen, P.E.'s Bank of America Experience January 2004 - September 2008
Job Engineer at Caltrans
Industry Civil Engineering
Experience
Caltrans June 2008 - Present
Bank of America January 2004 - September 2008
Skills
Concrete, Construction, Surveying, Structural Engineering, SAP2000, Bridge, Retaining Walls, Structural Analysis, Inspection, Seismic Design, Foundation Design, Steel Design, Earthquake Engineering, Steel Structures, AutoCAD, Civil Engineering, Microsoft Office
Education
University of California, San Diego 2008 — 2011
Master's degree, Structural Engineering
University of California, San Diego 2005 — 2008
Bachelor's degree, Structural Engineering
MiraCosta College 2003 — 2005
Associate of Arts (A.A.), Mathematics
Caltrans June 2008 - Present
Bank of America January 2004 - September 2008
Skills
Concrete, Construction, Surveying, Structural Engineering, SAP2000, Bridge, Retaining Walls, Structural Analysis, Inspection, Seismic Design, Foundation Design, Steel Design, Earthquake Engineering, Steel Structures, AutoCAD, Civil Engineering, Microsoft Office
Education
University of California, San Diego 2008 — 2011
Master's degree, Structural Engineering
University of California, San Diego 2005 — 2008
Bachelor's degree, Structural Engineering
MiraCosta College 2003 — 2005
Associate of Arts (A.A.), Mathematics
Lewis Pierotti Lewis Pierotti's Bank of America Experience April 1984 - August 1993
Job Senior Real Estate Executive
Industry Real Estate
Experience
OhioHealth September 2015 - Present
JPMORGAN CHASE July 2005 - March 2015
BANK ONE January 1996 - June 2005
BANK OF AMERICA April 1984 - August 1993
Skills
Contract Negotiation, Budgets, Strategic Planning, Real Estate Development, Negotiation, Due Diligence, Property Management, Project Planning, Asset Management, Real Estate, Loans, Mortgage Lending, Banking, Financial Services, Credit Analysis, Credit, Equities, Fixed Income, Portfolio Management
Education
University of California, San Francisco
Bachelor's degree, Public Administration and Business Minor
OhioHealth September 2015 - Present
JPMORGAN CHASE July 2005 - March 2015
BANK ONE January 1996 - June 2005
BANK OF AMERICA April 1984 - August 1993
Skills
Contract Negotiation, Budgets, Strategic Planning, Real Estate Development, Negotiation, Due Diligence, Property Management, Project Planning, Asset Management, Real Estate, Loans, Mortgage Lending, Banking, Financial Services, Credit Analysis, Credit, Equities, Fixed Income, Portfolio Management
Education
University of California, San Francisco
Bachelor's degree, Public Administration and Business Minor
Kate Lockary's Bank of America Experience May 2012 - December 2014
Job Business Development Manager / Customer Success Manager at GrubMarket Inc.
Industry Consumer Services
Experience
Fantasy Junction September 2015 - Present
GrubMarket Inc. December 2014 - June 2015
Perseus Books Group October 2014 - December 2014
Bank of America May 2012 - December 2014
Mysterious Galaxy February 2011 - May 2014
2004 - Summer 2009 Baycor Builders, Inc April 2004 - September 2009
Skills
Data Entry, Invoicing, Filing, Fax, Sales, Scanners, Procurement, Customer Service, Banking, Microsoft Excel, Time Management, CRM, Inventory Control, Customer Satisfaction, Editing, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
UC San Diego 2007 — 2011
Bachelor's degree, English Literature
University of California, San Diego 2007 — 2011
BA, English
Terra Linda High School 2004 — 2007
High School Diploma
Fantasy Junction September 2015 - Present
GrubMarket Inc. December 2014 - June 2015
Perseus Books Group October 2014 - December 2014
Bank of America May 2012 - December 2014
Mysterious Galaxy February 2011 - May 2014
2004 - Summer 2009 Baycor Builders, Inc April 2004 - September 2009
Skills
Data Entry, Invoicing, Filing, Fax, Sales, Scanners, Procurement, Customer Service, Banking, Microsoft Excel, Time Management, CRM, Inventory Control, Customer Satisfaction, Editing, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
UC San Diego 2007 — 2011
Bachelor's degree, English Literature
University of California, San Diego 2007 — 2011
BA, English
Terra Linda High School 2004 — 2007
High School Diploma
Jeremy Yu's Bank of America Experience September 2015 - Present
Job Personal Banker at Bank of America
Industry Retail
Experience
Bank of America September 2015 - Present
SH Designs July 2010 - June 2015
A-1 Market June 2011 - September 2013
Zeytini Restaurant and Bar July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of California, San Diego 2010 — 2015
Bachelor's of Science degree, Biology, General, Graduate
Alameda High School 2006 — 2010
Bank of America September 2015 - Present
SH Designs July 2010 - June 2015
A-1 Market June 2011 - September 2013
Zeytini Restaurant and Bar July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of California, San Diego 2010 — 2015
Bachelor's of Science degree, Biology, General, Graduate
Alameda High School 2006 — 2010
Joyce Cheung's Bank of America Experience July 2013 - December 2013
Job Recent UCSD Graduate
Industry Financial Services
Experience
Balboa Park Cultural Partnership February 2015 - May 2015
UC San Diego May 2014 - September 2014
Bank of America July 2013 - December 2013
UC San Diego July 2013 - November 2013
Internal Revenue Service January 2013 - April 2013
Nu Skin Enterprises July 2012 - September 2012
All-Star Academics June 2010 - January 2011
Skills
Microsoft Word, Microsoft Office, Mandarin, Social Networking, Cantonese, Finance, Public Relations, Accounting, Customer Service, Accounts Payable, Microsoft Excel, Media Planning, Market Research, Data Analysis, Nonprofits, PowerPoint, Public Speaking, Teamwork, Leadership, Social Media, Research, Time Management
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School 2015 — 2016
Balboa Park Cultural Partnership February 2015 - May 2015
UC San Diego May 2014 - September 2014
Bank of America July 2013 - December 2013
UC San Diego July 2013 - November 2013
Internal Revenue Service January 2013 - April 2013
Nu Skin Enterprises July 2012 - September 2012
All-Star Academics June 2010 - January 2011
Skills
Microsoft Word, Microsoft Office, Mandarin, Social Networking, Cantonese, Finance, Public Relations, Accounting, Customer Service, Accounts Payable, Microsoft Excel, Media Planning, Market Research, Data Analysis, Nonprofits, PowerPoint, Public Speaking, Teamwork, Leadership, Social Media, Research, Time Management
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School 2015 — 2016
Giuliana Kotikela Giuliana Kotikela's Bank of America Experience April 1999 - June 2004
Job Manager
Industry Information Technology and Services
Experience
Deloitte Consulting May 2009 - Present
Qualcomm May 2008 - May 2009
Fairfield Residential LLC March 2006 - May 2008
United Parcel Service 2005 - 2006
Bank of America April 1999 - June 2004
Skills
.NET, Project Management, Data Warehousing, Cognos, Business Intelligence, ETL, SQL, Data Modeling, Management, JavaScript, Project Planning, Enterprise Software, Microsoft SQL Server, Dimensional Modeling, Analysis, Quality Assurance, ERP, Business Analysis, SDLC, Business Process, Requirements Analysis, Strategy, Analytics
Education
University of California, San Diego 2003 — 2005
Mathematics & Economics
Deloitte Consulting May 2009 - Present
Qualcomm May 2008 - May 2009
Fairfield Residential LLC March 2006 - May 2008
United Parcel Service 2005 - 2006
Bank of America April 1999 - June 2004
Skills
.NET, Project Management, Data Warehousing, Cognos, Business Intelligence, ETL, SQL, Data Modeling, Management, JavaScript, Project Planning, Enterprise Software, Microsoft SQL Server, Dimensional Modeling, Analysis, Quality Assurance, ERP, Business Analysis, SDLC, Business Process, Requirements Analysis, Strategy, Analytics
Education
University of California, San Diego 2003 — 2005
Mathematics & Economics
Katalin Szabo Katalin Szabo's Bank of America Experience
Job Retired
Industry Banking
Experience
Bank of America
Skills
Risk Management, Customer Service, Leadership, Research, Process Improvement
Education
University of California, San Francisco
Bank of America
Skills
Risk Management, Customer Service, Leadership, Research, Process Improvement
Education
University of California, San Francisco
Han Park Han Park's Bank of America Experience July 2012 - Present
Job AVP, Claims Operations Business Support at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
All Home Lending, Inc. January 2008 - October 2011
Countrywide Financial Corporation April 2007 - November 2007
PMC BanCorp July 2004 - April 2007
Skills
Corporate Finance, Financial Modeling, Risk Management, Marketing Strategy, Capital Markets, Hedging, Advanced Excel, Data Analysis, Real Estate Economics, Business Analytics, Presentation Development, Real Estate Finance, Fixed Income Trading, Valuation, Credit, Fixed Income, Investments, Banking, Forecasting, Business Strategy, Financial Analysis, Management
Education
University of Southern California - Marshall School of Business 2009 — 2011
Masters, Business Administration
University of California, San Diego 2000 — 2004
BA, Economics
Bank of America July 2012 - Present
All Home Lending, Inc. January 2008 - October 2011
Countrywide Financial Corporation April 2007 - November 2007
PMC BanCorp July 2004 - April 2007
Skills
Corporate Finance, Financial Modeling, Risk Management, Marketing Strategy, Capital Markets, Hedging, Advanced Excel, Data Analysis, Real Estate Economics, Business Analytics, Presentation Development, Real Estate Finance, Fixed Income Trading, Valuation, Credit, Fixed Income, Investments, Banking, Forecasting, Business Strategy, Financial Analysis, Management
Education
University of Southern California - Marshall School of Business 2009 — 2011
Masters, Business Administration
University of California, San Diego 2000 — 2004
BA, Economics
Bob Hora's Bank of America Experience January 2013 - Present
Job
Industry Real Estate
Experience
Bank of America January 2013 - Present
Bank of America Home Loans May 2011 - January 2013
Fannie Mae October 2009 - May 2011
Fannie Mae October 2009 - December 2009
GMAC ResCap May 2008 - September 2009
GMAC ResCap / Residential Funding Company, LLC / Homecomings Financial, LLC 2006 - 2008
Homecomings Financial February 2003 - February 2006
GMAC ResCap 2005 - 2006
HomeComings Financial August 2001 - February 2003
GMAC Mortgage June 1998 - August 2001
Skills
Foreclosures, REO, Loss Mitigation, Loan Servicing, Commercial Banking, Default, Rates, Mortgage Servicing, Mortgage Lending, Enterprise Risk..., Data Management, Loans, Underwriting, Business Requirements, Portfolio Management, Mortgage Banking, Sarbanes-Oxley Act, Credit
Education
University of Redlands 2001 — 2006
BS
University of California, San Diego
Bank of America January 2013 - Present
Bank of America Home Loans May 2011 - January 2013
Fannie Mae October 2009 - May 2011
Fannie Mae October 2009 - December 2009
GMAC ResCap May 2008 - September 2009
GMAC ResCap / Residential Funding Company, LLC / Homecomings Financial, LLC 2006 - 2008
Homecomings Financial February 2003 - February 2006
GMAC ResCap 2005 - 2006
HomeComings Financial August 2001 - February 2003
GMAC Mortgage June 1998 - August 2001
Skills
Foreclosures, REO, Loss Mitigation, Loan Servicing, Commercial Banking, Default, Rates, Mortgage Servicing, Mortgage Lending, Enterprise Risk..., Data Management, Loans, Underwriting, Business Requirements, Portfolio Management, Mortgage Banking, Sarbanes-Oxley Act, Credit
Education
University of Redlands 2001 — 2006
BS
University of California, San Diego
John Rosenberg's Bank of America Experience 1988 - 1997
Job Acting Controller & CFO at On the T/Media One
Industry Accounting
Experience
BookRenter.com 2007 - 2008
Airtrade International 2006 - 2007
RMC/Venture Associates 2000 - 2005
Apple Computer 1997 - 2000
Bank of America 1988 - 1997
Education
University of California, San Diego
B.A
University of San Francisco - School of Management
MBA
BookRenter.com 2007 - 2008
Airtrade International 2006 - 2007
RMC/Venture Associates 2000 - 2005
Apple Computer 1997 - 2000
Bank of America 1988 - 1997
Education
University of California, San Diego
B.A
University of San Francisco - School of Management
MBA
Cameron Park-Hur's Bank of America Experience June 2012 - April 2014
Job User Experience Research Director
Industry Computer Software
Experience
Bank of the West April 2014 - Present
Bank of America June 2012 - April 2014
Bank of America July 2009 - May 2012
Bank of America January 2009 - June 2009
Bank of America February 2006 - January 2009
Usability, Support & Evaluation Lab, University of Michigan Ann Arbor September 2005 - January 2006
Xerox, Corp. May 2005 - August 2005
Panscopic Corp. May 2002 - November 2004
Kenamea, Inc. November 2000 - November 2001
Bluemountain.com / Excite@Home October 1999 - October 2000
Skills
Heuristic Evaluation, Contextual Inquiry, Card Sorting, Usability, User Research, User Interface Design, Usability Testing, Persona, User Experience, Ethnography, Information Architecture, Mobile Devices, Qualitative Research, User Experience Design, User Interface, User-centered Design, Wire Framing
Education
University of Michigan - School of Information
M.S., Information, Human Computer Interaction
University of California, San Diego
B.A., Interdisciplinary Computing and the Arts
Bank of the West April 2014 - Present
Bank of America June 2012 - April 2014
Bank of America July 2009 - May 2012
Bank of America January 2009 - June 2009
Bank of America February 2006 - January 2009
Usability, Support & Evaluation Lab, University of Michigan Ann Arbor September 2005 - January 2006
Xerox, Corp. May 2005 - August 2005
Panscopic Corp. May 2002 - November 2004
Kenamea, Inc. November 2000 - November 2001
Bluemountain.com / Excite@Home October 1999 - October 2000
Skills
Heuristic Evaluation, Contextual Inquiry, Card Sorting, Usability, User Research, User Interface Design, Usability Testing, Persona, User Experience, Ethnography, Information Architecture, Mobile Devices, Qualitative Research, User Experience Design, User Interface, User-centered Design, Wire Framing
Education
University of Michigan - School of Information
M.S., Information, Human Computer Interaction
University of California, San Diego
B.A., Interdisciplinary Computing and the Arts
Asif Baksh's Bank of America Experience June 2005 - January 2012
Job
Industry Banking
Experience
Fairway Independent Mortgage Corporation January 2013 - Present
Fairway Independent Mortgage Corporation January 2012 - January 2013
Bank of America June 2005 - January 2012
SSI Investment Management 2003 - 2005
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Banking, Mortgage Servicing, Financial Analysis, MBS, Risk Management, Capital Markets, Valuation, Credit Risk, Securitization, Real Estate, Real Estate Economics, Hedging, Interest Rate Risk..., Trading, Accounting, Financial Risk, Pricing, Finance, Loss Mitigation, Financial Modeling, Portfolio Management, Residential Mortgages, Rates, Loan Servicing, Negotiation, Loan Origination, Refinance, Underwriting, Secondary Market, Real Estate Financing, Structured Finance, Bonds, Securities, Financial Structuring
Education
University of California, San Diego 1998 — 2003
BS, Economics, Management Science
Fairway Independent Mortgage Corporation January 2013 - Present
Fairway Independent Mortgage Corporation January 2012 - January 2013
Bank of America June 2005 - January 2012
SSI Investment Management 2003 - 2005
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Banking, Mortgage Servicing, Financial Analysis, MBS, Risk Management, Capital Markets, Valuation, Credit Risk, Securitization, Real Estate, Real Estate Economics, Hedging, Interest Rate Risk..., Trading, Accounting, Financial Risk, Pricing, Finance, Loss Mitigation, Financial Modeling, Portfolio Management, Residential Mortgages, Rates, Loan Servicing, Negotiation, Loan Origination, Refinance, Underwriting, Secondary Market, Real Estate Financing, Structured Finance, Bonds, Securities, Financial Structuring
Education
University of California, San Diego 1998 — 2003
BS, Economics, Management Science
Joyce Ly (joyce.ly@parsons.com)'s Bank of America Experience September 2004 - January 2005
Job Senior Sourcing Specialist at Parsons
Industry Staffing and Recruiting
Experience
Parsons February 2008 - Present
Indymac Bank September 2006 - February 2008
Tentek Inc. February 2005 - August 2006
Bank of America September 2004 - January 2005
Skills
Executive Search, Sourcing, Recruiting, Candidate Generation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Screening Resumes, Resume Writing, Cold Calling, Project Management
Education
University of California, San Diego
BS
University of La Verne
MBA
Parsons February 2008 - Present
Indymac Bank September 2006 - February 2008
Tentek Inc. February 2005 - August 2006
Bank of America September 2004 - January 2005
Skills
Executive Search, Sourcing, Recruiting, Candidate Generation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Screening Resumes, Resume Writing, Cold Calling, Project Management
Education
University of California, San Diego
BS
University of La Verne
MBA
Ryan Borzouei's Bank of America Experience 2011 - Present
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America 2011 - Present
Skills
Asset Managment, GIS, Valuation, Yardi, Acquisitions, Due Diligence, Investments, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Economics, Risk Management, Underwriting, Strategic Financial..., Credit Analysis, Financial Services, Management Consulting, Market Analysis, Commercial Real Estate, Business Strategy, Leases, Strategic Planning, Finance, Loans, Asset Management, Portfolio Management, Private Equity, Analytics
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Real Estate Finance
University of California, San Diego 1995 — 2000
BA, Economics
Aliso Niguel High School 1991 — 1995
Bank of America 2011 - Present
Skills
Asset Managment, GIS, Valuation, Yardi, Acquisitions, Due Diligence, Investments, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Economics, Risk Management, Underwriting, Strategic Financial..., Credit Analysis, Financial Services, Management Consulting, Market Analysis, Commercial Real Estate, Business Strategy, Leases, Strategic Planning, Finance, Loans, Asset Management, Portfolio Management, Private Equity, Analytics
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Real Estate Finance
University of California, San Diego 1995 — 2000
BA, Economics
Aliso Niguel High School 1991 — 1995
Alan Frelix's Bank of America Experience June 2012 - May 2014
Job Managing Partner at Nexturn Partners, LLC
Industry Financial Services
Experience
Nexturn Partners, LLC June 2015 - Present
Stewart Title June 2014 - June 2015
Bank of America June 2012 - May 2014
Bank of America Closing Services (Landsafe) October 2010 - May 2012
Nexturn Capital January 2009 - October 2010
The Frelix Group October 2007 - December 2009
Countrywide Financial October 2001 - September 2007
Countrywide Home Loans 2001 - 2007
Parson Group Consulting January 2000 - May 2001
Management Systems Consulting 1997 - 1999
Skills
Strategic Planning, Performance Improvement, Strategy, Organizational..., Performance Management, Executive Management, Corporate Development, Private Equity, Management Consulting, Strategic Financial..., Competitive Intelligence, Competitive Strategies, Business Strategy, Strategic Partnerships, Strategic Thinking, Growth Strategies, Driving Growth, Strategic Leadership, Entrepreneurship, Business Planning, Consulting, Banking, Financial Services, Strategic Consulting, Change Management, Risk Management, Analysis, Business Analysis, Management, Program Management, Project Management, Business Development, Process Improvement, Leadership, Business Process..., Financial Analysis, Budgets, New Business Development, Finance, Marketing, Recruiting, Analytics, Project Planning, Sales, Mergers & Acquisitions, Vendor Management
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA
University of California, Santa Barbara 1985 — 1990
BA
Palisades High School
Nexturn Partners, LLC June 2015 - Present
Stewart Title June 2014 - June 2015
Bank of America June 2012 - May 2014
Bank of America Closing Services (Landsafe) October 2010 - May 2012
Nexturn Capital January 2009 - October 2010
The Frelix Group October 2007 - December 2009
Countrywide Financial October 2001 - September 2007
Countrywide Home Loans 2001 - 2007
Parson Group Consulting January 2000 - May 2001
Management Systems Consulting 1997 - 1999
Skills
Strategic Planning, Performance Improvement, Strategy, Organizational..., Performance Management, Executive Management, Corporate Development, Private Equity, Management Consulting, Strategic Financial..., Competitive Intelligence, Competitive Strategies, Business Strategy, Strategic Partnerships, Strategic Thinking, Growth Strategies, Driving Growth, Strategic Leadership, Entrepreneurship, Business Planning, Consulting, Banking, Financial Services, Strategic Consulting, Change Management, Risk Management, Analysis, Business Analysis, Management, Program Management, Project Management, Business Development, Process Improvement, Leadership, Business Process..., Financial Analysis, Budgets, New Business Development, Finance, Marketing, Recruiting, Analytics, Project Planning, Sales, Mergers & Acquisitions, Vendor Management
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA
University of California, Santa Barbara 1985 — 1990
BA
Palisades High School
Brian Scheff's Bank of America Experience January 2005 - February 2011
Job Trust Manager at US Bank
Industry Banking
Experience
US Bank February 2011 - Present
Bank of America January 2005 - February 2011
State Street May 2003 - December 2004
David Taussig & Associates June 2000 - March 2003
Skills
Financial Modeling, Financial Analysis, Fixed Income, Bonds, Compliance, Public Finance, Bloomberg, Structured Finance, MBS, Securitization, Excel, Access, CMBS, RMBS, Securities, Banking, Capital Markets
Education
University of California, San Diego 1995 — 2000
BA, Economics
US Bank February 2011 - Present
Bank of America January 2005 - February 2011
State Street May 2003 - December 2004
David Taussig & Associates June 2000 - March 2003
Skills
Financial Modeling, Financial Analysis, Fixed Income, Bonds, Compliance, Public Finance, Bloomberg, Structured Finance, MBS, Securitization, Excel, Access, CMBS, RMBS, Securities, Banking, Capital Markets
Education
University of California, San Diego 1995 — 2000
BA, Economics
Jennifer Chung Le Thery's Bank of America Experience December 1999 - August 2007
Job Program Rep at UC Berkeley Extension
Industry Banking
Experience
UC Berkeley Extension August 2008 - Present
Bank of America December 1999 - August 2007
Skills
Financial Analysis, Data Analysis, Investments
Education
University of California, San Diego 1992 — 1996
UC Berkeley Extension August 2008 - Present
Bank of America December 1999 - August 2007
Skills
Financial Analysis, Data Analysis, Investments
Education
University of California, San Diego 1992 — 1996
Kelly Lindsey's Bank of America Experience October 2007 - December 2011
Job VP Staffing Manager at Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch January 2012 - March 2015
Bank of America October 2007 - December 2011
Bank of America March 2006 - September 2007
Bank of America November 1996 - February 2006
Skills
Banking, Finance, Recruiting, Business Development, Human Resources, Process Improvement, Relationship Management, Private Banking, Business Process..., Leadership, Sales, Analysis, Wealth Management, Talent Acquisition, Sales Operations, Talent Management, Performance Management
Education
University of California, San Diego 1987 — 1991
BA, Human Resources, Sociology, Art
Merrill Lynch April 2015 - Present
Merrill Lynch January 2012 - March 2015
Bank of America October 2007 - December 2011
Bank of America March 2006 - September 2007
Bank of America November 1996 - February 2006
Skills
Banking, Finance, Recruiting, Business Development, Human Resources, Process Improvement, Relationship Management, Private Banking, Business Process..., Leadership, Sales, Analysis, Wealth Management, Talent Acquisition, Sales Operations, Talent Management, Performance Management
Education
University of California, San Diego 1987 — 1991
BA, Human Resources, Sociology, Art
Christopher Marcoux's Bank of America Experience September 2005 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2005 - Present
Bank of America September 1988 - September 2005
Skills
Cross-functional Team..., Team Leadership, Strategy, Project Management, Product Management, Analysis, Integration, Banking, Risk Management, CRM, Management, Commercial Banking, Cash Management, Treasury Management, Mergers & Acquisitions, Treasury Services, Finance, Portfolio Management
Education
University of California, San Diego 1986 — 1992
BA, Economics w/minor in Literature & Writing
Bank of America September 2005 - Present
Bank of America September 1988 - September 2005
Skills
Cross-functional Team..., Team Leadership, Strategy, Project Management, Product Management, Analysis, Integration, Banking, Risk Management, CRM, Management, Commercial Banking, Cash Management, Treasury Management, Mergers & Acquisitions, Treasury Services, Finance, Portfolio Management
Education
University of California, San Diego 1986 — 1992
BA, Economics w/minor in Literature & Writing
Hany Haddad's Bank of America Experience November 2001 - October 2003
Job Vice President, District Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank October 2003 - Present
Bank of America November 2001 - October 2003
Skills
Banking, Small Business Lending, Loans, Credit, Retail Banking, Mortgage Lending, Portfolio Management, Employee Relations, Customer Relations, Business Relationship..., Relationship Management, Marketing Communications, Team Leadership, Leadership Development, Leadership, Strategic Planning, Strategic Partnerships, Sales Management, Credit Risk, Consumer Lending, Lines Of Credit, Non-profit Leadership, Community Outreach, Community Service, Community Engagement, Commercial Lending, Commercial Banking, Credit Analysis, Management
Education
University of Washington 2009 — 2011
Pacific Coast Banking School
University of California, San Diego 1995 — 2000
U.S. Bank October 2003 - Present
Bank of America November 2001 - October 2003
Skills
Banking, Small Business Lending, Loans, Credit, Retail Banking, Mortgage Lending, Portfolio Management, Employee Relations, Customer Relations, Business Relationship..., Relationship Management, Marketing Communications, Team Leadership, Leadership Development, Leadership, Strategic Planning, Strategic Partnerships, Sales Management, Credit Risk, Consumer Lending, Lines Of Credit, Non-profit Leadership, Community Outreach, Community Service, Community Engagement, Commercial Lending, Commercial Banking, Credit Analysis, Management
Education
University of Washington 2009 — 2011
Pacific Coast Banking School
University of California, San Diego 1995 — 2000
Gregory Barnard's Bank of America Experience 1995 - 2000
Job President at Barnard Enterprises Technology LLC
Industry Information Technology and Services
Experience
Barnard Enterprises Technology LLC February 2011 - Present
Ritchie Capital Management LLC February 2002 - January 2011
Citadel Investment Group 2000 - 2002
Bank of America 1995 - 2000
Logicon Inc 1990 - 1995
Skills
Database Design, Enterprise Architecture, Microsoft SQL Server, SQL, Trading Systems, Software Development, IT Management, Integration, Databases, Data Warehousing, Linux, Derivatives, Management, Risk Management, Hedge Funds, Unix, SDLC, Disaster Recovery, Fixed Income, Data Modeling, Business Analysis, Agile Methodologies, Java, Business Intelligence, Object Oriented Design, Business Objects, Objective-C, C++, Perl, PL/SQL, Oracle SQL Developer, Oracle Enterprise..., SSIS, Technical Writing
Education
University of California, San Diego 1980 — 1982
Bachelor of Arts (BA), Creative Writing - Pending
Barnard Enterprises Technology LLC February 2011 - Present
Ritchie Capital Management LLC February 2002 - January 2011
Citadel Investment Group 2000 - 2002
Bank of America 1995 - 2000
Logicon Inc 1990 - 1995
Skills
Database Design, Enterprise Architecture, Microsoft SQL Server, SQL, Trading Systems, Software Development, IT Management, Integration, Databases, Data Warehousing, Linux, Derivatives, Management, Risk Management, Hedge Funds, Unix, SDLC, Disaster Recovery, Fixed Income, Data Modeling, Business Analysis, Agile Methodologies, Java, Business Intelligence, Object Oriented Design, Business Objects, Objective-C, C++, Perl, PL/SQL, Oracle SQL Developer, Oracle Enterprise..., SSIS, Technical Writing
Education
University of California, San Diego 1980 — 1982
Bachelor of Arts (BA), Creative Writing - Pending
Wally Tamimi's Bank of America Experience 1978 - 1981
Job Sr. Large Project Manager at Infact of New York
Industry Information Technology and Services
Experience
Infact of New York April 1980 - Present
Levi Strauss & Co. 2010 - 2014
A + Search 2009 - 2009
Bank of America 1978 - 1981
Skills
Account Management, Project Management, Resource Management, SharePoint, Business Analysis, Applicant Tracking..., Analytics, Change Management, Strategy, Management, Business Intelligence, Program Management, SDLC, Process Improvement, Internet Recruiting, Vendor Management, Temporary Placement, CRM, IT Strategy, Analysis
Education
University of California, San Francisco - School of Medicine
Infact of New York April 1980 - Present
Levi Strauss & Co. 2010 - 2014
A + Search 2009 - 2009
Bank of America 1978 - 1981
Skills
Account Management, Project Management, Resource Management, SharePoint, Business Analysis, Applicant Tracking..., Analytics, Change Management, Strategy, Management, Business Intelligence, Program Management, SDLC, Process Improvement, Internet Recruiting, Vendor Management, Temporary Placement, CRM, IT Strategy, Analysis
Education
University of California, San Francisco - School of Medicine
Zhan (John) Xu's Bank of America Experience May 2012 - October 2014
Job Strategic NPS Analyst III, MBA
Industry Human Resources
Experience
ADP October 2014 - Present
Bank of America May 2012 - October 2014
CyberDefender 2011 - 2011
Towers Perrin/Watson Wyatt (formerly EMB America, LLC.) March 2008 - June 2010
Time Warner Marketing and Retails January 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Strategic Financial..., Leadership, Corporate Finance, Competitive Analysis, Data Analysis, Project Management, SQL, Microsoft Excel, Mandarin, Strategic Planning, Programming, Visual Basic, Team Leadership, Chartered Financial..., Business Process, Executive Management, CFA Level III Candidate, Consultancy, Excel, Research Project..., Financial Planning, Hyperion Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, San Diego 2004 — 2007
Bachelor, Mathematics and Economics
ADP October 2014 - Present
Bank of America May 2012 - October 2014
CyberDefender 2011 - 2011
Towers Perrin/Watson Wyatt (formerly EMB America, LLC.) March 2008 - June 2010
Time Warner Marketing and Retails January 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Strategic Financial..., Leadership, Corporate Finance, Competitive Analysis, Data Analysis, Project Management, SQL, Microsoft Excel, Mandarin, Strategic Planning, Programming, Visual Basic, Team Leadership, Chartered Financial..., Business Process, Executive Management, CFA Level III Candidate, Consultancy, Excel, Research Project..., Financial Planning, Hyperion Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, San Diego 2004 — 2007
Bachelor, Mathematics and Economics
Scott Spear's Bank of America Experience June 2003 - February 2014
Job Head of U.S. Portfolio Risk and Analysis
Industry Investment Management
Experience
Western Asset Management March 2014 - Present
Bank of America June 2003 - February 2014
Ally Financial Inc. 2009 - 2009
Countrywide Financial June 2003 - December 2008
Econ One Research, Inc. 2000 - 2003
Goldman, Sach & Co. 1997 - 2000
Skills
Valuation, Fixed Income, Quantitative Finance, Portfolio Management, Credit Risk, Market Risk, Econometrics, Time Series Analysis, Interest Rate..., MBS, Mortgage Servicing, Quantitative Analytics, Capital Markets, Derivatives
Education
University of California, San Diego
Ph.D., Economics
University of Wisconsin-Madison
BA, Economics
Western Asset Management March 2014 - Present
Bank of America June 2003 - February 2014
Ally Financial Inc. 2009 - 2009
Countrywide Financial June 2003 - December 2008
Econ One Research, Inc. 2000 - 2003
Goldman, Sach & Co. 1997 - 2000
Skills
Valuation, Fixed Income, Quantitative Finance, Portfolio Management, Credit Risk, Market Risk, Econometrics, Time Series Analysis, Interest Rate..., MBS, Mortgage Servicing, Quantitative Analytics, Capital Markets, Derivatives
Education
University of California, San Diego
Ph.D., Economics
University of Wisconsin-Madison
BA, Economics
Sean Rundle's Bank of America Experience July 2000 - February 2006
Job VP of Operations at MR BOX INC
Industry Farming
Experience
MR BOX, INC. February 2006 - Present
Bank of America July 2000 - February 2006
Skills
Financial Analysis, Budgets, Sales, Vendor Relations, Customer Relations, Budgeting, Market Planning, Manufacturing Management, Price Setting, Excel, Microsoft Excel, Customer Service, Forecasting, Marketing Strategy, Manufacturing..., Sales Management, Inventory Management, Supply Chain, Operations Management, Management
Education
University of California, San Diego 1999 — 2004
Bachelor of Science (B.S.), Cognitive Science
MR BOX, INC. February 2006 - Present
Bank of America July 2000 - February 2006
Skills
Financial Analysis, Budgets, Sales, Vendor Relations, Customer Relations, Budgeting, Market Planning, Manufacturing Management, Price Setting, Excel, Microsoft Excel, Customer Service, Forecasting, Marketing Strategy, Manufacturing..., Sales Management, Inventory Management, Supply Chain, Operations Management, Management
Education
University of California, San Diego 1999 — 2004
Bachelor of Science (B.S.), Cognitive Science
Renee Berryman's Bank of America Experience 2008 - Present
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America 2008 - Present
Countrywide 1998 - 2008
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit
Education
University of California, San Diego 1972 — 1977
Bank of America 2008 - Present
Countrywide 1998 - 2008
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit
Education
University of California, San Diego 1972 — 1977
Julie Ajakh's Bank of America Experience May 2010 - Present
Job Officer, LRA III, Sr. Underwriter at Bank of America
Industry Real Estate
Experience
Bank of America May 2010 - Present
Alliant Capital LLC March 2009 - May 2010
Prudential Investments June 1996 - July 2008
Freddie Mac October 1994 - May 1996
California Community Reinvestment Corp. August 1990 - September 1994
Skills
Loans, Real Estate Economics, Underwriting, Microsoft Excel, Loan Origination, Microsoft Office, Auditing, Project Management, Mortgage Banking, Customer Service, Accounting, Affordable Housing, Banking
Education
University of California, San Diego 1980 — 1985
Bank of America May 2010 - Present
Alliant Capital LLC March 2009 - May 2010
Prudential Investments June 1996 - July 2008
Freddie Mac October 1994 - May 1996
California Community Reinvestment Corp. August 1990 - September 1994
Skills
Loans, Real Estate Economics, Underwriting, Microsoft Excel, Loan Origination, Microsoft Office, Auditing, Project Management, Mortgage Banking, Customer Service, Accounting, Affordable Housing, Banking
Education
University of California, San Diego 1980 — 1985
Samir Ghia's Bank of America Experience March 2006 - Present
Job ABS Analyst III at Bank of America
Industry Banking
Experience
Bank of America March 2006 - Present
Education
University of California, San Diego 2001 — 2004
Bank of America March 2006 - Present
Education
University of California, San Diego 2001 — 2004
Peter Yoon, CFP®, CIMA®, CRPC®'s Bank of America Experience 2005 - 2007
Job at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2008 - Present
Bank of America 2005 - 2007
Gateway Partners 2001 - 2003
Skills
Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Wealth Management, Equities, Series 7, Series 63, Alternative Investments, Retirement, Wealth Management...
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Certified Financial Planning Board of Standards
CFP®, Certified Financial Planner
Investment Management Consultants Association
CIMA® Certified Investment Management Analyst
College of Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Merrill Lynch 2008 - Present
Bank of America 2005 - 2007
Gateway Partners 2001 - 2003
Skills
Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Wealth Management, Equities, Series 7, Series 63, Alternative Investments, Retirement, Wealth Management...
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Certified Financial Planning Board of Standards
CFP®, Certified Financial Planner
Investment Management Consultants Association
CIMA® Certified Investment Management Analyst
College of Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Rachel Fiorillo's Bank of America Experience May 2007 - Present
Job SVP at Bank of America
Industry Real Estate
Experience
Bank of America May 2007 - Present
Education
UC San Diego 1986 — 1990
BA, Economics
Bank of America May 2007 - Present
Education
UC San Diego 1986 — 1990
BA, Economics
Valerie Crane Dorfman's Bank of America Experience 1979 - 1998
Job Community volunteer
Industry Nonprofit Organization Management
Experience
Grace Cathedral January 1999 - Present
Episcopal Community Services July 2011 - July 2012
Grace Cathedral 1999 - 2011
Bank of America 1979 - 1998
Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Teaching, Community Outreach, Strategic Planning, Event Management, Editing, Public Relations, Volunteer Management, Organizational..., PowerPoint, Budgets, Nonprofits, Leadership Development, Grant Writing, Philanthropy, Stewardship, Research, Program Development, Leadership, Administration, Program Management
Education
University of California, San Diego 1969 — 1973
BS, Economics, Math
Grace Cathedral January 1999 - Present
Episcopal Community Services July 2011 - July 2012
Grace Cathedral 1999 - 2011
Bank of America 1979 - 1998
Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Teaching, Community Outreach, Strategic Planning, Event Management, Editing, Public Relations, Volunteer Management, Organizational..., PowerPoint, Budgets, Nonprofits, Leadership Development, Grant Writing, Philanthropy, Stewardship, Research, Program Development, Leadership, Administration, Program Management
Education
University of California, San Diego 1969 — 1973
BS, Economics, Math
Shawn McGhie's Bank of America Experience 1997 - 1999
Job Sr. Product Manager at Archimedes
Industry Computer Software
Experience
Archimedes 2009 - Present
MedeAnalytics Inc August 2008 - December 2009
Autodesk 2006 - 2008
Fair Isaac 1999 - 2006
Bank of America 1997 - 1999
US Bank 1993 - 1997
McGhie Consulting 1990 - 1991
Skills
Analysis, Risk, Product Management, Analytics, Product Development, Data Analysis, Healthcare, Business Intelligence, Financial Risk, Strategic Partnerships, Management, Leadership, Business Development, Start-ups, Project Management, Enterprise Software, SaaS, Cross-functional Team..., Risk Management, New Business Development, Predictive Analytics, Go-to-market Strategy, Product Marketing, Cloud Computing, Big Data
Education
University of California, San Diego 1986 — 1990
BA, Economics
University of Nevada-Reno 1991 — 1992
MBA, Business
Wooster high school
Archimedes 2009 - Present
MedeAnalytics Inc August 2008 - December 2009
Autodesk 2006 - 2008
Fair Isaac 1999 - 2006
Bank of America 1997 - 1999
US Bank 1993 - 1997
McGhie Consulting 1990 - 1991
Skills
Analysis, Risk, Product Management, Analytics, Product Development, Data Analysis, Healthcare, Business Intelligence, Financial Risk, Strategic Partnerships, Management, Leadership, Business Development, Start-ups, Project Management, Enterprise Software, SaaS, Cross-functional Team..., Risk Management, New Business Development, Predictive Analytics, Go-to-market Strategy, Product Marketing, Cloud Computing, Big Data
Education
University of California, San Diego 1986 — 1990
BA, Economics
University of Nevada-Reno 1991 — 1992
MBA, Business
Wooster high school
Joshua Romanelli's Bank of America Experience September 2006 - Present
Job Vice President, Credit Risk at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
Countrywide Bank January 2005 - September 2006
Education
University of California, San Diego 1977 — 1981
BA, English, German
Bank of America September 2006 - Present
Countrywide Bank January 2005 - September 2006
Education
University of California, San Diego 1977 — 1981
BA, English, German
Adam Huthert's Bank of America Experience 1992 - 1996
Job Occupational Health and Safety Compliance Manager
Industry Warehousing
Experience
Versacold April 1996 - Present
Bank of America 1992 - 1996
Education
University of California, San Diego
Occupational Health and Safety
Versacold April 1996 - Present
Bank of America 1992 - 1996
Education
University of California, San Diego
Occupational Health and Safety
janet covey's Bank of America Experience March 2009 - Present
Job Joins B of A March 2009
Industry Financial Services
Experience
Bank of America March 2009 - Present
wachovia 1975 - 2008
Wachovia (and its predecessors in mergers) 1974 - 2007
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Credit, Loans, Loan Origination, Credit Analysis, Underwriting, Loss Mitigation, Refinance, FHA, Credit Risk, Residential Mortgages, Mortgage Servicing, Finance
Education
University of California, San Francisco
Bank of America March 2009 - Present
wachovia 1975 - 2008
Wachovia (and its predecessors in mergers) 1974 - 2007
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Credit, Loans, Loan Origination, Credit Analysis, Underwriting, Loss Mitigation, Refinance, FHA, Credit Risk, Residential Mortgages, Mortgage Servicing, Finance
Education
University of California, San Francisco
Todd Seabold's Bank of America Experience April 2006 - August 2011
Job Vice President at New American Funding
Industry Banking
Experience
New American Funding April 2013 - Present
Surety Financial September 2011 - April 2013
Bank of America April 2006 - August 2011
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Refinance, VA loans, Residential Mortgages, USDA, Loans, Government Loans, Construction Loans, Management, FHA financing, Credit, VA Loans, Reverse Mortgages, FHA Financing
Education
UCSD
New American Funding April 2013 - Present
Surety Financial September 2011 - April 2013
Bank of America April 2006 - August 2011
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Refinance, VA loans, Residential Mortgages, USDA, Loans, Government Loans, Construction Loans, Management, FHA financing, Credit, VA Loans, Reverse Mortgages, FHA Financing
Education
UCSD
Marvin Antonio, PMP, CRCM's Bank of America Experience January 2003 - December 2003
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo July 2010 - December 2012
Wells Fargo July 2005 - June 2010
Wells Fargo October 2004 - June 2005
Wells Fargo December 2003 - September 2004
Bank of America January 2003 - December 2003
Skills
Commercial Lending, Portfolio Management, Commercial Mortgages, Treasury Management, Risk Management, Finance, SBA, Strategic Planning, Business Development, Process Improvement, Project Management, Credit Risk, Due Diligence, Basel, FIRREA, Bank Secrecy Act, OFAC, MSB, PEP, CIP, USA PATRIOT Act, Mergers & Acquisitions, Financial Analysis, Sales, Commercial Real Estate, Retail Banking, Real Estate Economics, Credit Analysis, Cash Management, Financial Structuring, Competitive Analysis
Education
University of San Diego 2005 — 2007
MBA, Finance
University of San Diego 2005 — 2007
MBA, International Business
University of California, San Diego 1998 — 2002
BA, Economics
University of California, San Diego 1998 — 2002
BA, Political Science
Wells Fargo January 2013 - Present
Wells Fargo July 2010 - December 2012
Wells Fargo July 2005 - June 2010
Wells Fargo October 2004 - June 2005
Wells Fargo December 2003 - September 2004
Bank of America January 2003 - December 2003
Skills
Commercial Lending, Portfolio Management, Commercial Mortgages, Treasury Management, Risk Management, Finance, SBA, Strategic Planning, Business Development, Process Improvement, Project Management, Credit Risk, Due Diligence, Basel, FIRREA, Bank Secrecy Act, OFAC, MSB, PEP, CIP, USA PATRIOT Act, Mergers & Acquisitions, Financial Analysis, Sales, Commercial Real Estate, Retail Banking, Real Estate Economics, Credit Analysis, Cash Management, Financial Structuring, Competitive Analysis
Education
University of San Diego 2005 — 2007
MBA, Finance
University of San Diego 2005 — 2007
MBA, International Business
University of California, San Diego 1998 — 2002
BA, Economics
University of California, San Diego 1998 — 2002
BA, Political Science
Kelly Kucsma's Bank of America Experience May 1996 - April 1999
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
James Kirwin's Bank of America Experience January 2012 - June 2013
Job Business Systems Analyst at TD
Industry Banking
Experience
TD December 2014 - Present
TD July 2013 - December 2014
Bank of America January 2012 - June 2013
Wachovia, A Wells Fargo Company March 2010 - February 2012
Barclaycard December 2007 - October 2009
AIG September 2007 - November 2007
Anexinet December 2005 - September 2007
Access Group September 2004 - December 2005
Independence Blue Cross May 2004 - August 2004
BankOne July 2003 - February 2004
Skills
SDLC, Business Intelligence, Project Management, Troubleshooting, Networking, Data Warehousing, Software Documentation, Quality Assurance, Business Process, Data Analysis, Business Requirements, Integration, Visio
Education
University of California, San Diego 1988 — 1991
BA, Political Science, English
TD December 2014 - Present
TD July 2013 - December 2014
Bank of America January 2012 - June 2013
Wachovia, A Wells Fargo Company March 2010 - February 2012
Barclaycard December 2007 - October 2009
AIG September 2007 - November 2007
Anexinet December 2005 - September 2007
Access Group September 2004 - December 2005
Independence Blue Cross May 2004 - August 2004
BankOne July 2003 - February 2004
Skills
SDLC, Business Intelligence, Project Management, Troubleshooting, Networking, Data Warehousing, Software Documentation, Quality Assurance, Business Process, Data Analysis, Business Requirements, Integration, Visio
Education
University of California, San Diego 1988 — 1991
BA, Political Science, English
Aaron Geddins's Bank of America Experience September 2006 - February 2008
Job System Engineer at ART Advisors, LLC
Industry Capital Markets
Experience
ART Advisors, LLC November 2012 - Present
New York Titans Baseball Club January 2009 - Present
Morgan Stanley April 2010 - September 2011
Thomson Reuters April 2009 - February 2010
CIBC World Markets February 2008 - November 2008
Bank of America September 2006 - February 2008
GFI Group May 2005 - August 2006
Computer Sciences Corporation 2001 - 2005
Skills
Unix, Solaris, Apache, Shell Scripting, DNS
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA), Computer Science
ART Advisors, LLC November 2012 - Present
New York Titans Baseball Club January 2009 - Present
Morgan Stanley April 2010 - September 2011
Thomson Reuters April 2009 - February 2010
CIBC World Markets February 2008 - November 2008
Bank of America September 2006 - February 2008
GFI Group May 2005 - August 2006
Computer Sciences Corporation 2001 - 2005
Skills
Unix, Solaris, Apache, Shell Scripting, DNS
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA), Computer Science
Jessica Farr's Bank of America Experience August 1999 - April 2001
Job Manager of Examinations at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta July 2012 - Present
Federal Reserve Bank of Atlanta June 2011 - July 2012
Federal Reserve Bank of Atlanta April 2001 - June 2011
Bank of America August 1999 - April 2001
Economic and Planning Systems September 1994 - July 1997
Skills
Loans, Economic Development, Policy, Community Development, Customer Service, Credit, Credit Analysis, Nonprofits, Community Outreach, Banking, Affordable Housing, Public Policy, Real Estate Economics, Program Management, Policy Analysis, Public Speaking, Training, Strategic Planning
Education
University of North Carolina at Chapel Hill 1997 — 1999
Masters of City and Regional Planning, City Planning
University of California, San Diego 1989 — 1993
Bachelor's degree, Urban Studies
Federal Reserve Bank of Atlanta July 2012 - Present
Federal Reserve Bank of Atlanta June 2011 - July 2012
Federal Reserve Bank of Atlanta April 2001 - June 2011
Bank of America August 1999 - April 2001
Economic and Planning Systems September 1994 - July 1997
Skills
Loans, Economic Development, Policy, Community Development, Customer Service, Credit, Credit Analysis, Nonprofits, Community Outreach, Banking, Affordable Housing, Public Policy, Real Estate Economics, Program Management, Policy Analysis, Public Speaking, Training, Strategic Planning
Education
University of North Carolina at Chapel Hill 1997 — 1999
Masters of City and Regional Planning, City Planning
University of California, San Diego 1989 — 1993
Bachelor's degree, Urban Studies
Neil Bushong's Bank of America Experience March 2010 - August 2010
Job Head of Research at Commerce Signals Inc
Industry Financial Services
Experience
Commerce Signals Inc August 2015 - Present
EY March 2015 - August 2015
Ally Financial Inc. August 2010 - March 2015
Bank of America March 2010 - August 2010
Blackbird Holdings, Inc. January 2009 - March 2010
Round Table Investment Management December 2007 - November 2008
UC San Diego September 2002 - November 2007
Skills
C++, Python, R, Quantitative Finance, Risk, Numerical Analysis, Linux, Interest Rate..., Equity Derivatives, Rates, Fixed Income, MBS, ABS, Statistics, Concurrent Programming, Analysis, Research, Risk Management, Quantitative Analysis, Modeling, Mortgage, Derivatives, Programming, SQL, Market Risk, Quant, VAR, Stochastic Calculus, Bloomberg, Monte Carlo Simulation, Volatility, Financial Engineering, Options, Time Series Analysis, ALM, VBA, FX, Quantitative Modeling, Equities, Structured Products, Commodities, Hedging, Risk Modeling, Bonds, Risk Analytics, Technical Writing, C/C++ STL, Boost C++, MPI, Socket Programming
Education
University of California, San Diego 2002 — 2007
Ph. D., Physics
University of Florida 1998 — 2002
B.S., Physics
Commerce Signals Inc August 2015 - Present
EY March 2015 - August 2015
Ally Financial Inc. August 2010 - March 2015
Bank of America March 2010 - August 2010
Blackbird Holdings, Inc. January 2009 - March 2010
Round Table Investment Management December 2007 - November 2008
UC San Diego September 2002 - November 2007
Skills
C++, Python, R, Quantitative Finance, Risk, Numerical Analysis, Linux, Interest Rate..., Equity Derivatives, Rates, Fixed Income, MBS, ABS, Statistics, Concurrent Programming, Analysis, Research, Risk Management, Quantitative Analysis, Modeling, Mortgage, Derivatives, Programming, SQL, Market Risk, Quant, VAR, Stochastic Calculus, Bloomberg, Monte Carlo Simulation, Volatility, Financial Engineering, Options, Time Series Analysis, ALM, VBA, FX, Quantitative Modeling, Equities, Structured Products, Commodities, Hedging, Risk Modeling, Bonds, Risk Analytics, Technical Writing, C/C++ STL, Boost C++, MPI, Socket Programming
Education
University of California, San Diego 2002 — 2007
Ph. D., Physics
University of Florida 1998 — 2002
B.S., Physics
Farzaan Shirazi's Bank of America Experience September 2007 - May 2008
Job ECU Tuning Group
Industry Automotive
Experience
ECU Tuning Group August 2011 - Present
UBS Wealth Management June 2009 - August 2009
Emerald City Assisted Living January 2006 - June 2008
Bank of America September 2007 - May 2008
Bobby Abrams Accounting September 2007 - May 2008
Calabasas Private Lending February 2006 - December 2007
Skills
Analysis, Customer Service, Management, Training, Business Development, Research, Entrepreneurship
Education
University of California, San Diego 2008 — 2010
B.A., Economics, Accounting Minor
ECU Tuning Group August 2011 - Present
UBS Wealth Management June 2009 - August 2009
Emerald City Assisted Living January 2006 - June 2008
Bank of America September 2007 - May 2008
Bobby Abrams Accounting September 2007 - May 2008
Calabasas Private Lending February 2006 - December 2007
Skills
Analysis, Customer Service, Management, Training, Business Development, Research, Entrepreneurship
Education
University of California, San Diego 2008 — 2010
B.A., Economics, Accounting Minor
Victoria Stokes's Bank of America Experience July 1986 - July 2010
Job Cash Vault Manager at GardaWorld.
Industry Computer Software
Experience
GardaWorld. February 2012 - Present
Bank of America July 1986 - July 2010
Education
University of California, San Diego 1996 — 2010
BS, Computer Engineering
GardaWorld. February 2012 - Present
Bank of America July 1986 - July 2010
Education
University of California, San Diego 1996 — 2010
BS, Computer Engineering
Lauren Rigg, MBA's Bank of America Experience August 2010 - December 2011
Job Financial Analyst at Wells Fargo Fresno RCBO
Industry Banking
Experience
Wells Fargo June 2013 - Present
Citizens Business Bank December 2011 - May 2013
Bank of America August 2010 - December 2011
Skills
Retail Banking, Banking Operations, Commercial Banking, Credit, Credit Analysis, Customer Relations, Managing Employees, Leadership, Social Media Marketing, MBA, Credit Risk, Underwriting, Tax Analysis, Credit Management, Communications Strategy, Business Communications, Training & Development, Training Skills, Inside Sales, Customer Service, Employee Training, Training, Management, Social Media, Commercial Lending, Marketing, Cash Flow, Banking, Core Banking, Small Business Lending, Lines Of Credit, Loans, Finance
Education
Craig School of Business - California State University, Fresno 2010 — 2012
MBA, Business
University of California, San Diego 2007 — 2009
Bachelors Degree, Communications
Wells Fargo June 2013 - Present
Citizens Business Bank December 2011 - May 2013
Bank of America August 2010 - December 2011
Skills
Retail Banking, Banking Operations, Commercial Banking, Credit, Credit Analysis, Customer Relations, Managing Employees, Leadership, Social Media Marketing, MBA, Credit Risk, Underwriting, Tax Analysis, Credit Management, Communications Strategy, Business Communications, Training & Development, Training Skills, Inside Sales, Customer Service, Employee Training, Training, Management, Social Media, Commercial Lending, Marketing, Cash Flow, Banking, Core Banking, Small Business Lending, Lines Of Credit, Loans, Finance
Education
Craig School of Business - California State University, Fresno 2010 — 2012
MBA, Business
University of California, San Diego 2007 — 2009
Bachelors Degree, Communications
Vivian Wright- Realtor's Bank of America Experience 1979 - 1988
Job Coldwell Banker Home Source
Industry Real Estate
Experience
Coldwell Banker Home Source March 2014 - Present
Home Source Lamoreaux Residential Group May 2011 - April 2014
Exit Desert Ocean Realty April 2004 - May 2011
Excelsior September 2000 - June 2010
Bank of America 1979 - 1988
Skills
Short Sales, Probate, Customer Service, Real Estate, Listings, Referrals, Investment Properties, Selling, Buyers, Sales, Foreclosures, Career Counseling, Real Property, Residential Homes, First Time Home Buyers, Sellers, Buyer Representation, Real Estate Transactions, ABR, Public Speaking, SFR, Condos, Relocation, Mortgage Lending, Seniors, Move Up Buyers, REO, New Home Sales, HUD, Investors, Single Family Homes, Luxury, Townhomes, FHA, Resellers, CDPE, Seller Representation, New Homes, Buyer's Agent, Real Estate License, National Association of..., Certified Short Sales, Relocation Buyers, Second Home, First Time Home Sellers, VA loans, VA Loans
Education
UCSD 2005 — 2006
Vocational Credential, Education
Victor Valley College 1999 — 2000
Real Estate Principals, Appraisal s
Coldwell Banker Home Source March 2014 - Present
Home Source Lamoreaux Residential Group May 2011 - April 2014
Exit Desert Ocean Realty April 2004 - May 2011
Excelsior September 2000 - June 2010
Bank of America 1979 - 1988
Skills
Short Sales, Probate, Customer Service, Real Estate, Listings, Referrals, Investment Properties, Selling, Buyers, Sales, Foreclosures, Career Counseling, Real Property, Residential Homes, First Time Home Buyers, Sellers, Buyer Representation, Real Estate Transactions, ABR, Public Speaking, SFR, Condos, Relocation, Mortgage Lending, Seniors, Move Up Buyers, REO, New Home Sales, HUD, Investors, Single Family Homes, Luxury, Townhomes, FHA, Resellers, CDPE, Seller Representation, New Homes, Buyer's Agent, Real Estate License, National Association of..., Certified Short Sales, Relocation Buyers, Second Home, First Time Home Sellers, VA loans, VA Loans
Education
UCSD 2005 — 2006
Vocational Credential, Education
Victor Valley College 1999 — 2000
Real Estate Principals, Appraisal s
Joye Bothun's Bank of America Experience 1995 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America 1995 - Present
Skills
Banking, Financial Analysis, Mortgage Lending, Risk Management, Consumer Lending, Credit, Credit Analysis, Financial Services, Loans, Relationship Management, Portfolio Management
Education
University of California, San Diego 1999 — 2001
BA, Communications
Bank of America 1995 - Present
Skills
Banking, Financial Analysis, Mortgage Lending, Risk Management, Consumer Lending, Credit, Credit Analysis, Financial Services, Loans, Relationship Management, Portfolio Management
Education
University of California, San Diego 1999 — 2001
BA, Communications
Amanda Thornhill's Bank of America Experience 2008 - Present
Job SVP, Senior Finance Manager at Bank of America
Industry Banking
Experience
Bank of America 2008 - Present
Countrywide Financial Corp. 2003 - 2008
BearingPoint 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Corporate Finance, Financial Analysis, Financial Planning, Management Consulting, Process Improvement, VBA, Excel, PowerPoint, Word, Financial Modeling, Operations Research, Strategic Planning, Financial Reporting, Hyperion Enterprise, SAP, PeopleSoft, Finance, Business Intelligence
Education
University of California, San Diego 1996 — 2000
BS, Management Science, School of Economics
Bank of America 2008 - Present
Countrywide Financial Corp. 2003 - 2008
BearingPoint 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Corporate Finance, Financial Analysis, Financial Planning, Management Consulting, Process Improvement, VBA, Excel, PowerPoint, Word, Financial Modeling, Operations Research, Strategic Planning, Financial Reporting, Hyperion Enterprise, SAP, PeopleSoft, Finance, Business Intelligence
Education
University of California, San Diego 1996 — 2000
BS, Management Science, School of Economics
Linda Cleveland's Bank of America Experience May 1979 - December 2004
Job Admin Assistant at S.J. Amoroso
Industry Construction
Experience
S.J. Amoroso July 2010 - Present
Forster Company. April 2007 - July 2010
Bank of America May 1979 - December 2004
Education
University of California, San Diego 1972 — 1977
BA
S.J. Amoroso July 2010 - Present
Forster Company. April 2007 - July 2010
Bank of America May 1979 - December 2004
Education
University of California, San Diego 1972 — 1977
BA
Derek Sun's Bank of America Experience March 2011 - March 2013
Job Claim Rep at State Farm
Industry Insurance
Experience
State Farm September 2013 - Present
Bank of America March 2011 - March 2013
Skills
Customer Service, Property & Casualty..., Claim, Sales, Microsoft Excel, Microsoft Word, Negotiation, Microsoft Access, Excel VBA, SQL, SAS
Education
University of California, San Diego 2004 — 2009
Bachelor's degree, Economics
State Farm September 2013 - Present
Bank of America March 2011 - March 2013
Skills
Customer Service, Property & Casualty..., Claim, Sales, Microsoft Excel, Microsoft Word, Negotiation, Microsoft Access, Excel VBA, SQL, SAS
Education
University of California, San Diego 2004 — 2009
Bachelor's degree, Economics
Joshua Romanelli's Bank of America Experience
Job VP Credit Strategies at Bank of America
Industry Banking
Experience
Bank of America
Skills
Retail Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Banking, Underwriting, Small Business Lending, Risk Management, Financial Analysis, Commercial Lending, Fixed Income, Financial Modeling, Insurance, Team Building, Strategic Planning, Process Improvement, Customer Service
Education
University of California, San Diego 1977 — 1981
Bachelor of Arts (BA), English/German
Bank of America
Skills
Retail Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Banking, Underwriting, Small Business Lending, Risk Management, Financial Analysis, Commercial Lending, Fixed Income, Financial Modeling, Insurance, Team Building, Strategic Planning, Process Improvement, Customer Service
Education
University of California, San Diego 1977 — 1981
Bachelor of Arts (BA), English/German
Jeremy Palaby's Bank of America Experience August 2006 - December 2008
Job Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2013 - Present
Consumer Credit Counseling Service of San Francisco March 2011 - March 2013
Bank of America August 2006 - December 2008
Bank of America August 2006 - December 2008
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Major Economics, Minor Science and Technology
First Republic Bank April 2013 - Present
Consumer Credit Counseling Service of San Francisco March 2011 - March 2013
Bank of America August 2006 - December 2008
Bank of America August 2006 - December 2008
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Major Economics, Minor Science and Technology
Merrell Hora's Bank of America Experience June 2014 - Present
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Barclays Capital 2009 - June 2014
NYU 2009 - 2009
Credit Suisse 2004 - 2009
Lava Trading 2003 - 2004
OppenheimerFunds July 1998 - November 2002
Skills
Econometrics, Bayesian statistics, Portfolio Management, Quantitative Finance, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1991 — 1998
Ph.D., Economics
University of California, San Diego 1986 — 1990
B.A., Quantitative Economics
Bank of America June 2014 - Present
Barclays Capital 2009 - June 2014
NYU 2009 - 2009
Credit Suisse 2004 - 2009
Lava Trading 2003 - 2004
OppenheimerFunds July 1998 - November 2002
Skills
Econometrics, Bayesian statistics, Portfolio Management, Quantitative Finance, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1991 — 1998
Ph.D., Economics
University of California, San Diego 1986 — 1990
B.A., Quantitative Economics
Brad Belsheim's Bank of America Experience 2001 - 2005
Job Commercial Real Estate,Deposit Payment Services Region Manager for South/Southwest Region at US Bank
Industry Banking
Experience
US Bank June 2010 - Present
Bank of America 2001 - 2005
Wells Fargo Bank 1987 - 2001
Skills
Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loans, Small Business Lending, Cash Management, Credit Analysis, Retail Banking, Financial Analysis, Credit, Treasury Management, Management
Education
University of California, San Diego 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1982 — 1985
Bachelor's degree, Political Science and Government
US Bank June 2010 - Present
Bank of America 2001 - 2005
Wells Fargo Bank 1987 - 2001
Skills
Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loans, Small Business Lending, Cash Management, Credit Analysis, Retail Banking, Financial Analysis, Credit, Treasury Management, Management
Education
University of California, San Diego 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1982 — 1985
Bachelor's degree, Political Science and Government
Charles Bodie's Bank of America Experience April 2006 - Present
Job Financial Manager at Bank of America
Industry Banking
Experience
Bank of America April 2006 - Present
BANK OF AMERICA April 2006 - Present
NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND July 2004 - April 2006
Fleet Bank September 2003 - May 2004
UC San Diego January 1997 - May 2003
COMCAST METROPHONE July 1993 - November 1995
COURTAULDS FILMS September 1990 - May 1993
PRICE WATERHOUSE September 1988 - June 1990
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, SAP, ADP Payroll, Spanish
Education
UNIVERSITY OF PENNSYLVANIAWHARTON SCHOOL OF FINANCE AND COMMERCE
Bachelor of Science, Economics
University of California, San Diego
Master’s Degree, Early Modern European History
Bank of America April 2006 - Present
BANK OF AMERICA April 2006 - Present
NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND July 2004 - April 2006
Fleet Bank September 2003 - May 2004
UC San Diego January 1997 - May 2003
COMCAST METROPHONE July 1993 - November 1995
COURTAULDS FILMS September 1990 - May 1993
PRICE WATERHOUSE September 1988 - June 1990
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, SAP, ADP Payroll, Spanish
Education
UNIVERSITY OF PENNSYLVANIAWHARTON SCHOOL OF FINANCE AND COMMERCE
Bachelor of Science, Economics
University of California, San Diego
Master’s Degree, Early Modern European History
Keith Baham's Bank of America Experience 2000 - 2004
Job RIA Services Associate at LPL
Industry Financial Services
Experience
LPL account executiveBeneficial Bank2005 - 2006
AXA Advisors 2004 - 2005
Bank of America 2000 - 2004
Education
University of California, San Diego
LPL account executiveBeneficial Bank2005 - 2006
AXA Advisors 2004 - 2005
Bank of America 2000 - 2004
Education
University of California, San Diego
Bo Hong's Bank of America Experience September 2012 - August 2014
Job Business Control Analyst at Bank of America
Industry Financial Services
Experience
Bank of America September 2012 - August 2014
Bank of America January 2011 - September 2012
Adecco Group June 2010 - December 2010
UW Financial, LLC January 2008 - December 2009
Skills
Portfolio Management, Compliance, Loss Mitigation, Mortgage Servicing, HUD Foreclosures, Foreclosure Defense, Government Loans, Corporate Finance, Financial Analysis, Operational Risk..., Task Assignment, Building Codes, Code Enforcement, Property Law, Property Claims, Tax Liens, Claims Resolution, Financial Audits, Quality Auditing, Management, Risk Management, Underwriting, Valuation
Education
UCSD
Economics
Bank of America September 2012 - August 2014
Bank of America January 2011 - September 2012
Adecco Group June 2010 - December 2010
UW Financial, LLC January 2008 - December 2009
Skills
Portfolio Management, Compliance, Loss Mitigation, Mortgage Servicing, HUD Foreclosures, Foreclosure Defense, Government Loans, Corporate Finance, Financial Analysis, Operational Risk..., Task Assignment, Building Codes, Code Enforcement, Property Law, Property Claims, Tax Liens, Claims Resolution, Financial Audits, Quality Auditing, Management, Risk Management, Underwriting, Valuation
Education
UCSD
Economics
Derrick Yee's Bank of America Experience August 2003 - August 2006
Job Senior Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2011 - Present
US Trust October 2006 - March 2011
Bank of America August 2003 - August 2006
Education
University of California, San Diego 1997 — 2001
BA, Economics
First Republic Bank April 2011 - Present
US Trust October 2006 - March 2011
Bank of America August 2003 - August 2006
Education
University of California, San Diego 1997 — 2001
BA, Economics
Gretchen Moran's Bank of America Experience March 1990 - February 2011
Job Banking Professional
Industry Banking
Experience
Bank of America March 1990 - February 2011
Skills
Loans, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Mortgage Banking, Loan Origination, Commercial Banking, Relationship Management, Credit Risk, Cross Selling, Financial Services, Branch Banking
Education
University of California, San Diego
Bank of America March 1990 - February 2011
Skills
Loans, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Mortgage Banking, Loan Origination, Commercial Banking, Relationship Management, Credit Risk, Cross Selling, Financial Services, Branch Banking
Education
University of California, San Diego
James Stoner's Bank of America Experience February 2006 - August 2014
Job IT Project Manager at NC
Industry Computer Software
Experience
Bank of America February 2006 - August 2014
No February 2006 - July 2012
Skills
Software Project..., SDLC, Requirements Analysis, Integration, Vendor Management, PMO, Project Portfolio...
Education
University of California, San Diego
Bank of America February 2006 - August 2014
No February 2006 - July 2012
Skills
Software Project..., SDLC, Requirements Analysis, Integration, Vendor Management, PMO, Project Portfolio...
Education
University of California, San Diego
Helen Chi's Bank of America Experience November 2007 - March 2009
Job Human Resource Assistant at Valor Communication, Inc.
Industry Human Resources
Experience
Valor Communication, Inc April 2015 - Present
Altis Law Group, Inc May 2013 - January 2014
Well and Fit Adult Day Health Care September 2009 - August 2012
Bank of America November 2007 - March 2009
Skills
PowerPoint, Healthcare, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Process Improvement, Analysis, Research, Teamwork, Healthcare Management, Human Resources, Recruiting, Employee Relations, Cpr Certified, Organizational..., New Hire Orientations, ADP Payroll, Employee Benefits, Payroll
Education
California State Polytechnic University-Pomona 2013 — 2015
Certificate, Human Resource Management
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA), Psychology
Valor Communication, Inc April 2015 - Present
Altis Law Group, Inc May 2013 - January 2014
Well and Fit Adult Day Health Care September 2009 - August 2012
Bank of America November 2007 - March 2009
Skills
PowerPoint, Healthcare, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Process Improvement, Analysis, Research, Teamwork, Healthcare Management, Human Resources, Recruiting, Employee Relations, Cpr Certified, Organizational..., New Hire Orientations, ADP Payroll, Employee Benefits, Payroll
Education
California State Polytechnic University-Pomona 2013 — 2015
Certificate, Human Resource Management
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA), Psychology
Ricardo Jaimes's Bank of America Experience September 2003 - Present
Job Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America September 2003 - Present
Education
University of California, San Diego
Bachelor of Business Administration (BBA)
Bank of America September 2003 - Present
Education
University of California, San Diego
Bachelor of Business Administration (BBA)
Natalie Arevalo's Bank of America Experience September 2013 - Present
Job Student at University of California, San Diego
Industry
Experience
Bank of America September 2013 - Present
Skills
Banking, Customer Service
Education
University of California, San Diego 2012 — 2016
Bank of America September 2013 - Present
Skills
Banking, Customer Service
Education
University of California, San Diego 2012 — 2016
Lewis Kim's Bank of America Experience September 2012 - June 2014
Job Payer Contracts Analyst at L.A. Care Health Plan
Industry Hospital & Health Care
Experience
L.A. Care Health Plan February 2015 - Present
Bank of America September 2012 - June 2014
The Pollakov Financial Group, Inc. June 2009 - May 2010
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Banking, Risk Management, Auditing, Microsoft Office, IBM iSeries, Accounting, Management, Portfolio Management, Internal Audit
Education
University of California, San Diego 2007 — 2012
Bachelor of Science (BS), Management Science (Economics), Psychology Minor
L.A. Care Health Plan February 2015 - Present
Bank of America September 2012 - June 2014
The Pollakov Financial Group, Inc. June 2009 - May 2010
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Banking, Risk Management, Auditing, Microsoft Office, IBM iSeries, Accounting, Management, Portfolio Management, Internal Audit
Education
University of California, San Diego 2007 — 2012
Bachelor of Science (BS), Management Science (Economics), Psychology Minor
Charmaine Ji's Bank of America Experience 2003 - 2004
Job
Industry
Experience
Drug Testing Network, Inc. May 2011 - Present
O'Dwyer Property Management Ltd 2005 - 2007
Bank of America 2003 - 2004
Merrill Lynch 2000 - 2003
Skills
Journal Entries, Bank Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Fixed Assets, Microsoft Excel, QuickBooks, Customer Service, Debt Collection, Invoicing
Education
University of California, San Diego 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Drug Testing Network, Inc. May 2011 - Present
O'Dwyer Property Management Ltd 2005 - 2007
Bank of America 2003 - 2004
Merrill Lynch 2000 - 2003
Skills
Journal Entries, Bank Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Fixed Assets, Microsoft Excel, QuickBooks, Customer Service, Debt Collection, Invoicing
Education
University of California, San Diego 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jenny Mun's Bank of America Experience June 2006 - January 2008
Job Product Manager at Intuit
Industry Computer Software
Experience
Intuit February 2014 - Present
Intuit March 2008 - February 2014
Bank of America June 2006 - January 2008
Skills
Agile Methodologies, Project Management, Software Project..., Enterprise Software, Software Development, Scrum, Agile Project Management, Cross-functional Team..., Business Analysis, Program Management, SDLC, Product Management, SaaS, Integration, Management
Education
University of California, San Diego
BS
Intuit February 2014 - Present
Intuit March 2008 - February 2014
Bank of America June 2006 - January 2008
Skills
Agile Methodologies, Project Management, Software Project..., Enterprise Software, Software Development, Scrum, Agile Project Management, Cross-functional Team..., Business Analysis, Program Management, SDLC, Product Management, SaaS, Integration, Management
Education
University of California, San Diego
BS
Noreen Malik's Bank of America Experience May 2001 - Present
Job Banker
Industry Banking
Experience
Bank of America May 2001 - Present
Skills
Customer Service, Microsoft Office, Management, Strategic Planning, Project Management, Leadership, PowerPoint, Public Speaking, Research, Marketing
Education
University of California, San Diego 2004 — 2006
Bachelor's degree, Economics
University of California, San Diego
Bachelor's degree, Economics
Bank of America May 2001 - Present
Skills
Customer Service, Microsoft Office, Management, Strategic Planning, Project Management, Leadership, PowerPoint, Public Speaking, Research, Marketing
Education
University of California, San Diego 2004 — 2006
Bachelor's degree, Economics
University of California, San Diego
Bachelor's degree, Economics
Allan Lazaro's Bank of America Experience May 2005 - October 2008
Job VP Prime Brokerage at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS