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
Wells Capital Management September 2007 - Present
University of Oregon Investment Group February 2006 - June 2007
Bank of America June 2006 - August 2006
Skills
VBA, Chartered Financial..., Trading, Portfolio Management, Fixed Income, DTS, Credit Risk, Risk Management, Portfolio Performance..., Asset Allocation, Performance Attribution, Bloomberg Terminal, Bloomberg API, Barclays Point, MarketAxess, BondEdge, SQL, Microsoft Excel, MS Excel Pivot Tables, Solver, Investment Management, Buy-side, PowerPoint, Microsoft Office
Education
University of Oregon 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
First Tech Federal Credit Union September 2014 - Present
Bank of America September 2006 - September 2014
Bank of America June 2002 - September 2006
Bank of America October 1996 - September 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Microsoft Office, Credit Risk, Risk Management, Customer Service, Microsoft Excel, Credit Cards, Business Analysis, Project Management, Mortgage Banking, PowerPoint, Visio, Financial Risk, Microsoft Word, Financial Services, Call Centers, Training, Finance, Process Improvement, Analysis, Financial Analysis, Loan Servicing, Leadership, Cross Selling, Financial Modeling, Loan Origination, Relationship Management, Residential Mortgages, Insurance, Underwriting, Credit Analysis, Management, FHA, Investments, Wealth Management, Series 7, Asset Management, Change Management, Vendor Management, Performance Consulting, Series 63, Sales, Business Process..., Strategic Financial..., Analytics, Financial Planning
Education
University of Oregon 1991 — 1995
Bachelor of Arts (B.A.), Psychology & Spanish
OnPoint Community Credit Union July 2015 - Present
OnPoint Community Credit Union April 2013 - July 2015
OnPoint Community Credit Union January 2012 - April 2013
OnPoint Community Credit Union January 2008 - January 2012
OnPoint Community Credit Union March 2007 - January 2008
Bank of America January 2001 - November 2006
Skills
Banking, Loans, Credit, Consumer Lending, Performance Management, Training, Credit Analysis, Project Management, Risk Management, Loan Origination, Time Management, Management, Customer Service, Sales, Change Management, Sales Management, Performance Appraisal, Process Improvement, Operational Efficiency, Staff Development, Training Delivery, Organizational..., Credit Unions, Credit Risk, lending, Credit Cards, First Time Home Buyers, Home Equity Loans, Home Equity Lines of..., Home Equity, Process Automation, Decision Analysis, Coaching, Operational Risk..., Leadership, Organizational..., Finance, Team Building, Financial Analysis, Strategy, Vendor Management, Cross Selling, Underwriting, Mortgage Lending, Small Business Lending, Commercial Lending, Cash Flow, Risk Analysis, Market Risk, Enterprise Risk...
Education
Pacific Coast Banking School 2015 — 2017
Risk Management, Financial Performance and Leadership
University of Oregon 2005 — 2007
Bachelor of Arts (B.A.)
University of Oklahoma Outreach Billing RepresentativePilot Thomas LogisticsNovember 2014 - Present
Bank of America November 2013 - November 2014
Education
University of Oklahoma 2007 — 2013
Bachelor's degree, Economics
Arvest Bank September 2013 - Present
JPMorgan Chase January 2013 - September 2013
First Fidelity Bank January 2007 - January 2013
Midwest Housing Equity Group, Inc November 2006 - November 2007
Chase Manhattan Corporation January 2003 - November 2006
Bank of America January 1989 - January 2003
Allied Bank 1983 - 1989
Skills
Banking, Credit, Loans, Refinance, Commercial Lending, Credit Analysis, Mortgage Banking, Management, Construction Loans, Risk Management, Investments, Consumer Lending, Business Development, Small Business Lending, Lines Of Credit, Mortgage Lending, Relationship Management, Portfolio Management, FHA, Financial Analysis, Loan Origination, Commercial Banking, Leadership, Retail Banking, Finance
Education
University of Oklahoma
Music Education
Veris Industries May 2012 - Present
Obvius Holdings, LLC September 2010 - May 2012
JP Morgan Chase January 2010 - September 2010
Oregon Financial Services Group May 2009 - January 2010
Bank of America February 2007 - March 2009
Skills
Account Management, New Business Development, Sales Management, Sales, Solution Selling, Strategic Planning, Customer Service, Business Development, Project Management, Contract Negotiation, Sales Process, Product Marketing, Salesforce.com, Microsoft Excel, Business Analysis, Direct Sales, Sales Presentations, Energy Efficiency, Customer Relations, technical hardware sales, Data Center Architecture, HVAC, Building Automation
Education
Willamette University - Atkinson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon 2002 — 2006
BA, History/Business
Bank of America June 2014 - Present
Enterprise Holdings 2009 - 2014
Enterprise Holdings April 2004 - September 2009
Enterprise Holdings August 2001 - March 2004
Enterprise Holdings July 2000 - August 2001
Enterprise Holdings February 1999 - July 2000
Skills
Sales, Leadership, Sales Operations, Marketing Strategy, Customer Service, Time Management, Business Travel, Revenue Analysis, Personnel Management, Negotiation, Strategic Planning, B2B, Direct Sales, P, Training, New Business Development, Marketing, Enterprise Software, Pricing, Management
Education
University of Oregon 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Bank of America July 2014 - Present
Hoops from Home May 2011 - Present
Bank of America July 2012 - July 2014
Bank of America June 2000 - June 2012
Bank of America September 1996 - June 2000
Skills
Six Sigma, Black Belt, Green Belt, Lean Manufacturing, Project Management, Business Transformation, Process Improvement, P&L Responsibility, Business Process..., Business Process Design, Banking, Continuous Improvement, Strategy, Call Centers, Risk Management, Financial Services, Mortgage Banking, Mortgage Lending, Business Process Mapping, Business Strategy, Strategic Planning, Financial Modeling, Credit Analysis, Financial Risk, Loan Origination, Loans, Management Consulting
Education
University of Oregon 1996 — 2000
Bachelor of Science, Business Administration, Political Science
Pi Beta Phi Fraternity December 2013 - Present
Providence Health & Services June 2014 - September 2014
Pi Beta Phi Fraternity December 2012 - November 2013
Rubicon International June 2013 - September 2013
Bank of America June 2010 - August 2010
Skills
Leadership, Public Speaking, Social Media, PowerPoint, Microsoft Office, Research, Training, Event Planning, Lean Healthcare
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Human Physiology, Business Administration, Chemistry, Presidential Scholar, Robert D. Clark Honors College
Sunset High School 2007 — 2011
3.96
Northwest School Equipment May 2007 - October 2014
KeyBank June 2005 - May 2007
Bank of America October 2003 - June 2005
Paulson Investment Co. August 2000 - October 2003
Skills
Strategic Planning, Management, New Business Development, Negotiation, Sales, Business Strategy, Sales Management, Customer Service, Marketing Strategy, Contract Negotiation, Project Management, Team Building, Business Development, Leadership, Marketing, Budgets
Education
University of Oregon 1993 — 2000
Bachelor of Science (B.S.), Journalism
Symantec July 2014 - Present
Symantec October 2013 - July 2014
Bank of America November 2012 - September 2013
Bank of America June 2010 - October 2012
Skills
Sales, Loans, Account Management, Channel Partners, Enterprise Software, Pipeline Management, Salesforce.com, Banking, Mortgage Lending, Commercial Banking, Financial Services, Retail Banking, Small Business IT..., Consumer Lending, Building Strong..., Sales Process, Sales Management..., Solution Selling, Customer Service, Refinance
Education
University of Oregon 2003 — 2008
B.S, Journalism and Sociology
University of Oregon 2003 — 2007
Bachelor of Arts (B.A.), Journalism Public Relations/Advertising
Jamison Capital Partners January 2015 - Present
Weather Decision Technologies Inc. August 2013 - January 2015
West Oaks Energy, LP August 2012 - May 2013
Mercuria Energy Trading S.A. August 2010 - August 2012
Bank of America August 2008 - August 2010
Velocity Energy Trading April 2007 - August 2008
PPM Energy March 2004 - April 2007
Duke Energy North America October 2002 - March 2004
NWS Storm Prediction Center January 2002 - October 2002
National Severe Storms Laboratory May 2000 - January 2002
Skills
Short-term and..., Power and Natural Gas..., Power and Natural Gas..., Natural Gas, Severe Weather, Meteorology, Trading Strategies, Analysis, Energy Markets, Commodity Markets, Weather, Energy, Trading, Commodity, Weather Forecasting, Derivatives, Forecasting, Data Analysis, Management
Education
University of Oklahoma 1997 — 2002
Master of Science (M.S.), Human-Technology Interaction Center (Computer Science and Meteorology)
University of Oklahoma 1993 — 1997
Bachelor of Science (B.S.), Meteorology
First Western Trust July 2015 - Present
Goldwater Bank, N.A. October 2014 - July 2015
First Continental Mortgage, Ltd November 2013 - October 2014
EverBank Home Lending February 2013 - October 2013
Movement Mortgage, LLC October 2012 - February 2013
Bank of America April 2012 - September 2012
VIP Mortgage Inc. November 2011 - April 2012
The Lending Company September 2009 - November 2011
Lighthouse Mortgage USA, Inc. March 2000 - September 2009
Skills
Mortgage Banking, USDA, VA loans, Refinance, FHA, Loan Origination, Loans, Construction Loans, Condos, Selling, Mortgage Lending, Real Estate Financing, Investment Properties, Residential Homes, Investors, Banking, Referrals, Vacation Homes, Sales, Jumbo Mortgage, Super Jumbo, Residential Mortgages, Mortgage Marketing, Real Estate, FHA financing, Funding, Government Loans
Education
University of Oklahoma
Business Education
Bank of America July 2009 - Present
Bank of America July 2005 - August 2009
Bank of America October 2002 - July 2005
Research Data Design April 1997 - April 1999
Skills
SharePoint, Troubleshooting, Strategic Planning, Process Engineering, Process Improvement, Mortgage Banking, Risk Management, Leadership, Mortgage Lending, Credit, Business Analysis, Analysis, Sales, Six Sigma, Loans, Market Research, Policy, Banking, Project Management, Team Leadership, Customer Service, Microsoft Office, Strategy, Sales Management
Education
University of Oregon 1995 — 1999
BS, Business Administration
University of Oregon - Charles H. Lundquist College of Business
Arvest Bank May 2009 - Present
Bank of America May 1993 - May 2009
Skills
Commercial Banking, Credit, Commercial Lending, Retail Banking, Banking, Loans, Trust Management, Estate Planning, Wealth Management, Negotiation, New Business Development, New Client Acquisitions, Presentations, Building Strong...
Education
Cannon Financial Institute
University of Oklahoma
Oaktree Capital Management August 2014 - Present
KPMG US (Rothstein Kass) November 2012 - July 2014
Knight and Company September 2011 - October 2012
Bank of America June 2010 - August 2011
H&R Block December 2009 - April 2010
Penske Truck Leasing March 2007 - January 2009
Skills
Quickbooks, Accounting, Tax, MS Office Suite, Bookkeeping, Tax Returns, CPA, Turbo Tax, Accounts Payable, General Ledger, Sales Tax, Accounts Receivable, Account Reconciliation, Financial Statements, GAAP, Auditing, Tax Preparation, US GAAP, Income Tax, Financial Accounting, Financial Reporting, ProSystem fx Tax, Spreadsheets, Fund Accounting, Journal Entries, Accruals, External Audit, Bank Reconciliation, Consolidation, Assurance, Financial Audits, Microsoft Excel, QuickBooks
Education
University of Oregon 2005 — 2010
B.S, Accounting
Bank of America June 2014 - Present
Capital One February 2014 - May 2014
Tetherit Technologies/Clairvant March 2010 - 2014
Omni-Soft 1996 - February 2010
Excelis 1996 - 1996
Bank of America 1995 - 1995
BancTec 1990 - 1994
S2 Systems 1988 - 1989
BancTec 1984 - 1988
Magnetic Periperals, Inc. 1980 - 1984
Skills
Scrum, Linux, SQL, C++, Payment Card Processing, Agile Methodologies, Software Development, SDLC, XML, E-commerce, Software Project..., IT Strategy, SaaS, Integration, IT Management, Cloud Computing, Product Management, Perl, Enterprise Software, Databases, Web Services, UML, C#, Test Driven Development, Testing, Java, Kanban, Agile Project Management, JavaScript, Python, Object Oriented Design, TCP/IP, Architecture, Program Management, Enterprise Architecture, Project Portfolio..., Software Design, SOA, Requirements Analysis, Solution Architecture, Software Engineering, Architectures
Education
University of Oklahoma 1977 — 1980
Bachelor of Science, Mechanical Engineering
Facility Solutions Group March 2014 - Present
BBVA Compass June 2013 - March 2014
Bank of America February 2013 - June 2013
Wells Fargo October 2011 - January 2013
West Coast Bank March 2010 - October 2011
Skills
Banking, Customer..., Commitment to Customer..., Auditing, Deposits, Financial Services, Cash Flow, Cross Selling, Loans, Credit Cards, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Cash Management
Education
University of Oregon 2010 — 2011
Business Administration and Management, General
Linn Benton Community College 2007 — 2010
Business Administration and Management, General
GDH Consulting February 2014 - Present
Bank of America September 2012 - January 2014
American Eagle Outfitters 2005 - 2008
Skills
Loans, Consumer Lending, Microsoft Office, Financial Analysis, Microsoft Excel, Finance, Customer Service, Banking, Mortgage Lending, Credit
Education
University of Oklahoma 2007 — 2012
Bachelor of Education (B.Ed.), Social Studies Teacher Education
Hastings High School
Guild Mortgage Company May 2011 - Present
MetLife Home Loans June 2010 - May 2011
Bank of America March 2005 - June 2010
Bank of America March 2005 - May 2010
Skills
Mortgage Lending, Investment Properties, FHA, Loans, Loan Origination, Sales, Credit Analysis, Banking, Residential Mortgages, Commercial Lending, VA loans, Mortgage Banking, First Time Home Buyers
Education
University of Oregon 1999 — 2003
BS Psychology
Bank of America March 2012 - Present
Bank of America November 2011 - March 2012
Bank of America March 2004 - November 2011
Bank of America June 1997 - March 2004
Skills
Series 7 and 63, Underwriting, Corporate Finance, Treasury Management, Leadership, Trading, Risk Management, Insurance, Loan Origination, Commercial Lending, Capital Markets, Derivatives, Portfolio Management, Process Improvement, Financial Modeling, Commercial Banking, Loans, Credit Risk, Financial Services, Strategy, Financial Institutions, Financial Risk, Finance, Financial Structuring, Investment Banking, Credit, Banking, Credit Analysis, Due Diligence, Financial Analysis, Mergers, Investments
Education
University of Oklahoma 1985 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Vice President / Business Control ManagerBank of AmericaOctober 1988 - Present
Education
University of Oregon 1974 — 1977
Business Management
Currently Available May 2012 - Present
Apex Systems Inc - Contract to Bank of America May 2010 - November 2011
Hewlett-Packard February 2003 - September 2009
Bank of America February 1998 - February 2003
SITA SOLVING - Groupe SITA/SUEZ Envt July 1996 - February 1998
American Airlines July 1990 - July 1996
MTW Consulting Corp July 1988 - July 1990
Fred Spits and Associates August 1985 - June 1988
Skills
Data Center, TCP/IP, Cisco Technologies, Unix, Switches, VMware, Cloud Computing, Windows Server, VoIP, Routers, Network Design, Networking, WAN, Telecommunications, Operating Systems, System Administration, Network Architecture, Testing, Technical Support, Network Engineering
Education
University of Oklahoma 1980 — 1987
Bachelor of Science (BS), Computer Science
Kirkwood household March 2009 - Present
Bank of America January 2001 - March 2009
Education
Mountain View High School
University of Oregon
NAVEX Global May 2015 - Present
NAVEX Global August 2014 - Present
NAVEX Global August 2013 - August 2014
NAVEX Global January 2012 - August 2013
EthicsPoint October 2009 - January 2012
Bank of America October 2008 - October 2009
Congressman Earl Blumenauer January 2009 - April 2009
Peer Health Promotion April 2007 - December 2007
Skills
Microsoft Office, Salesforce.com, Account Management, Open Air, Software Project..., Software Implementation, Client Services, Client Engagement, Web Based Software User..., Case Management Software, SAS Software..., Project Management, CRM, Solution Selling, Enterprise Software, Customer Engagement, Training
Education
University of Oregon 2004 — 2008
Bachelor of Science, Political Science, Public Planning Policy Management
Quest Resource Management Group June 2014 - Present
Bank of America May 2012 - June 2014
Safety-Kleen November 2009 - January 2012
Morrison Supply Company July 2000 - November 2008
Skills
Account Management, Coaching, Contract Negotiation, Customer Retention, Customer Satisfaction, Customer Service, Management, New Business Development, Sales, Sales Operations, Salesforce.com, Selling, Strategic Planning, Team Leadership, Sales Management, Call Centers
Education
University of Oklahoma 1996 — 2000
Bank of America June 2009 - January 2014
HomeStreet Bank 2008 - 2008
Wells Fargo Home Mortgage Private Banking 2008 - 2008
Washington Mutual June 1999 - December 2007
US Bank January 1994 - January 1999
Skills
Credit, Commercial Banking, Commercial Lending, Small Business Lending, Banking, VA loans, FHA, Underwriting, Mortgage Banking, Refinance
Education
University of Oregon 1976 — 1980
BA, honors
Citi January 2014 - Present
Citi January 2014 - Present
Bank of America 2013 - 2014
Stewart Lender Services 2012 - 2013
Westwood College 2008 - 2011
Accredited Home Lenders 2003 - 2008
Skills
Mortgage Lending, Microsoft Office, HR Policies, Research, Hiring, Loans, Team Building, Customer Service, Recruiting, Employee Relations, Sourcing, Negotiation, Management, Budgets, Leadership, Strategic Planning, Analysis, Sales, Human Resources, Process Improvement, Conflict Resolution, Organizational..., Training, Interviews, Cold Calling, Screening, Public Speaking, Staff Development, Leadership Development, Team Leadership, Coaching, Outlook, Onboarding, Applicant Tracking..., Vendor Management, Performance Management, Time Management, Talent Acquisition, Employee Training, Administration, Talent Management
Education
University of Oklahoma 1996 — 1998
Masters, Human Relations: Human Resources, 3.53 GPA
University of Oklahoma 1992 — 1997
Bachelors, Business Communications/Organizational Development
Bank of America 2001 - 2008
AT&T 1998 - 2001
Renaissance Worldwide, Inc 1997 - 1998
Genesis International, Inc 1996 - 1997
Information Resources, Inc 1988 - 1996
Skills
Software Documentation, SDLC, Process Improvement, Technical Writing, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Leadership, Project Management, Team Leadership, Vendor Management, Strategy, Management, IT Strategy, Program Management, Software Project...
Education
University of Oregon
Bachelor of Science, Telecommunications and Film, Speech and Rhetoric
Verengo Solar October 2013 - March 2014
Energiebau North America January 2012 - July 2013
SilikenUSA April 2011 - October 2011
OnForce Solar July 2010 - March 2011
Mercury Solar Systems Inc. December 2008 - July 2010
Borrego Solar January 2008 - December 2008
SunTechnics Energy Systems Pvt. Ltd 2007 - 2007
Bank of America 2002 - 2006
PNC January 1999 - January 2002
Skills
Sales Management, Financial Planning, New Business Development, Solar Energy, Renewable Energy, Photovoltaics, Business Development, Energy, Energy Efficiency, Start-ups, Contract Negotiation, Alternative Energy, Sales, Business Strategy, Strategic Planning, Strategy, PV, Negotiation, Strategic Partnerships, Cleantech, Project Finance, Management, Engineering, Project Management, Solar Thermal, Sustainability, Solar Power
Education
University of Oregon 1984 — 1989
Bach Sci., Business Mktg / Finl.
Point Loma High School 1979 — 1982
General, All Areas
Bank of America November 2001 - Present
Skills
P&L Management, Relationship Management, Ecommerce, Business Strategy, CRM, Strategic Planning, Analytics, E-commerce, Budgets, Strategy, Strategic Partnerships, Business Development, Product Management, Business Planning, Vendor Management, Executive Management, Segmentation, Management, Direct Marketing, Portfolio Management, Marketing Strategy, Competitive Analysis, Banking, Cross-functional Team..., Customer Acquisition, Financial Services, Leadership, Market Research, Integrated Marketing, Customer Experience, Risk Management, Product Marketing, Lead Generation, Mergers & Acquisitions, Marketing, Credit Cards, Marketing Management, Multi-channel Marketing
Education
University of Oklahoma - Price College of Business 1998 — 2001
BBA, Cum Laude Honors, Business - Marketing
University of Oxford 2000 — 2000
Literature
HomeStreet Bank February 2012 - Present
MetLife Home Loans January 2009 - January 2012
Bank of America January 2007 - December 2008
Wells Fargo Home Mortgage March 2002 - January 2007
Skills
Mortgage Lending, USDA, Refinance, FHA, Certified Mortgage..., Loans, Investment Properties, Loan Origination, Real Estate, Residential Homes, Construction Loans, Short Sales, Government Loans, Selling, VA loans, FHA financing, USDA Rural Housing, Finance, Reverse Mortgages, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Home Equity Loans, First Time Home Buyers, HomePath, Credit, Credit Analysis, Real Estate Financing, Loss Mitigation, Consumer Lending, Underwriting, Loan Servicing, FHA Financing, VA Loans, Sales
Education
University of Oregon
Emerge Interactive May 2012 - Present
Emerge Sustainability April 2012 - Present
TR Land Conservancy September 2008 - Present
Bank of America Merchant Services November 2005 - September 2011
Bank of America October 2004 - October 2005
Bank of America October 2003 - August 2004
Strategy Custom Publishing Inc. March 2002 - March 2003
Salt Lake Magazine/JES Publishing Inc. November 2000 - March 2002
University of Oregon August 1998 - August 2000
Delta Sigma Phi Fraternity June 1994 - August 1998
Skills
Strategy, Leadership, Sales, Project Planning, Sustainability, Banking, Real Estate, Enterprise Software, Retail, Mortgage Lending, Strategic Planning, Marketing Strategy, Marketing, Business Development, Management, Project Management, Social Media Marketing, New Business Development, Account Management, Social Media
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2012
Certificate in Sustainable Enterprise, Sustainability Studies
Willamette University - Atkinson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Business, Sustainable Enterprise
University of Oregon 1998 — 2000
n/a, Business
Utah State University 1988 — 1994
BS, Political Science, Philosophy
Logan High 1984 — 1989
Bank of America August 2011 - Present
Primacy Relocation November 2000 - August 2011
Skills
Credit, Cash Management, Real Estate, Customer Service, Mortgage Lending, Asset Based Lending, Risk Management, Team Building, Process Improvement, Financial Analysis, Financial Modeling, Strategic Planning, Banking, Credit Analysis, Commercial Lending, Finance, Loans, Underwriting, Investments, Relocation, New Business Development, Negotiation, Lines Of Credit, Financial Reporting, Accounting, Commercial Banking, Small Business Lending, Treasury Management, Financial Services, Portfolio Management, Mortgage Banking, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Treasury Services, Relationship Management, FHA, Leadership, Corporate Finance, Business Development, Commercial Real Estate, Credit Risk
Education
Rhodes College
Bachelor of Arts (B.A.), Economics
University of Oklahoma
Graduate, National Commercial Lending School (ABA)
Iberdrola Renewables, Inc. August 2001 - Present
PacifiCorp August 2001 - December 2005
Scotia Capital October 1999 - August 2001
Bank of America September 1991 - June 1999
Skills
Energy, Natural Gas, Renewable Energy, Credit Risk, Commodity Markets, Project Finance, Credit, Commercial Banking, Energy Markets, Gas, Wind, Commodity, Due Diligence, Trading, Risk Management, Change Management, Financial Risk, Financial Modeling, Hedging, Energy Management, Financial Analysis, Valuation, Market Risk, Derivatives, Electricity Markets, Energy Industry
Education
University of Oregon 1987 — 1991
Bachelor of Arts, Art History
Liberty Mutual Insurance November 2010 - Present
Bank of America January 2006 - November 2010
Skills
Child Saftey Seat..., Underwriting, Cross Selling, Cold Calling, Sales Management, Fixed Annuities, Customer Service, Account Management, Banking, Mortgage Lending, Direct Sales, Property & Casualty..., Small Business, Insurance, Leadership
Education
University of Oregon
B.A.
University of Oregon
Bachelor's degree
Bank of Oklahoma in Norman, OK July 2010 - Present
Bank of America October 1995 - July 2010
Skills
Credit
Education
University of Oklahoma - Price College of Business 1979 — 1983
Finance
Quail Creek Bank Mortgage Loan OfficeBank of AmericaFebruary 1987 - September 2011
Bank of America February 1987 - September 2009
Education
University of Oklahoma
Bank of America July 2014 - Present
University of Oregon Investment Group October 2012 - April 2014
Bank of America June 2013 - August 2013
CDW September 2011 - June 2012
Cydcor June 2011 - August 2011
Skills
Finance, Investments, Valuation, Management, Portfolio Management, Financial Modeling, Credit, Sales, Research, DCF, Data Analysis, Economics, Statistics, SPSS, Analysis, Equities, Financial Analysis
Education
University of Oregon 2010 — 2014
Bachelors of Science in Business Administration, Concentration in Finance and Banking, Minor in Philosophy
DiscoverOrg April 2013 - Present
Bank of America August 2009 - April 2013
Sleep Country USA February 2009 - August 2009
Lambda Chi Alpha, University of Oregon January 2006 - January 2007
Skills
Customer Service, Consumer Lending, Financial Analysis, Sales, Leadership, Business Development, CRM, Investments, Marketing Communications, Team Building, Small Business, Cold Calling, Account Management, Microsoft Excel, Customer Satisfaction, Marketing, Microsoft Office, Salesforce.com, PowerPoint, Team Leadership, Sales Process, Lead Generation, Direct Sales, New Business Development
Education
University of Oregon 2004 — 2008
Bachelor of Science, Business Administration
Wells Fargo February 2010 - Present
Wells Fargo August 2007 - December 2009
Wells Fargo March 2005 - August 2007
Charles Schwab September 2004 - March 2005
Maxtor Corporation January 2003 - August 2004
Bank of America April 2000 - October 2001
Hill Holliday July 1998 - March 2000
The Stephenz Group January 1997 - June 1998
Foote, Cone & Belding January 1994 - December 1996
Skills
Advertising, Brand Management, Integrated Marketing, Direct Marketing, Project Management, Account Management, In-store Marketing
Education
University of Oregon 1989 — 1993
Bachelor of Arts (B.A.), Journalism
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors, LLC October 2007 - November 2009
Bank of America November 2002 - October 2007
Education
University of Oregon 1998 — 2002
BS, Psychology, Computer Information Technology
Bank of America July 2009 - Present
Ermey Design & Development 2006 - Present
Technically Training 2005 - Present
ViaSource 2008 - December 2010
Bank of America 2000 - 2004
Bank of America 1999 - 2004
Bank of America 1981 - 2004
Skills
Organizational..., Project Management, Instructional Design, Learning Management, Needs Analysis, Blended Learning, Budgets, Content Development, Change Management, Instructor-led Training, Performance Improvement, Process Improvement, Vendor Management, E-Learning, Program Management, Captivate
Education
University of Oklahoma 1974 — 1977
Business
Bank of America April 1988 - Present
Education
University of Oregon 1974 — 1978
Business
High Moon Studios May 2014 - Present
Sony Online Entertainment December 2012 - June 2014
Kaman's Art Shoppes, Inc June 2012 - September 2012
The Art Institute of California, A College of Argosy University April 2011 - December 2011
Bank of America July 2010 - April 2011
The Walt Disney Company August 2009 - March 2010
The Disneyland Resort August 2009 - March 2010
Disney College August 2009 - January 2010
Skills
Maya, Photoshop, Character Animation, Character Design, Texturing, Photography, Motion Graphics, Video Editing, Animation, After Effects, Visual Effects, Modeling, Graphics, Image Editing, Illustration, 3D Modeling, 3D Studio Max, Premiere, Video Games
Education
Art Institute of San Diego 2010 — 2012
University of Oregon 2007 — 2009
Digital Arts
Art Institute of California
Media Arts and Animation; Digital Arts Student
TEKsystems October 2014 - Present
Bank of America December 2008 - April 2014
Countrywide Financial Services June 2005 - December 2008
Synova March 2005 - June 2005
The Irvine Company December 2000 - March 2005
GCS, Inc December 1998 - December 2000
SriSoftSystems March 1997 - December 1998
Avco Financial Services June 1990 - June 1995
Skills
Management, Business Analysis, Vendor Management, PMO, Project Portfolio..., Enterprise Software, SDLC, Process Improvement, Risk Management, CRM, Program Management, Project Management, IT Management, PMP, Leadership
Education
University of Oklahoma - Price College of Business 1986 — 1990
University of Oklahoma 1982 — 1986
edison 1982 — 1986
Bank of America August 2015 - Present
DENTSPLY International December 2014 - August 2015
Baby Emporium August 2013 - August 2014
Communication Graphics, Inc. November 2011 - August 2013
Sterling Bank February 2010 - November 2011
Frisco RoughRiders July 2008 - February 2010
AHPGI July 2004 - July 2008
Skills
Marketing, Sales Management, New Business Development, Account Management, Advertising, Customer Service, Sales, Event Planning, Marketing Strategy, Cold Calling, Strategic Planning, Team Building, Marketing Communications, Customer Satisfaction, Trade Shows, Digital Printing, Retail, Business Development, Direct Sales, Selling, Social Media Marketing, Sales Operations, Sales Presentations
Education
University of Oklahoma - Price College of Business 2000 — 2004
Marketing, Advertising
Alpine Mortgage Planning a division of Pinnacle Capital Mortgage Corp NMLS81395 Equal Housing Lender March 2010 - Present
MetLife Home Loans June 2009 - March 2010
Bank of America May 2005 - June 2009
Skills
VA, FHA, First Time Home Buyers, ARM, USDA, Refinance, Conventional, Mortgage, Mortgage Lending, Purchase, Loans, Investment Properties, Real Estate, Credit, Customer Service, Public Speaking, Mortgage Banking, Customer Relations, New Business Development, Problem Solving, Marketing Strategy, Mortgage Industry, Loan Origination, First Time Buyers, Social Media, Blogging, Banking, Finance, Referrals, Home Equity Loans, VA loans, Residential Mortgages, Government Loans, Construction Loans, VA Loans
Education
Sandler Sales Institute 2002 — 2002
Program Completed, Sales
Winston Churchill High School 1990 — 1994
High School Diploma, General Studies
University of Oregon
BS, Sociology & Business
Bank of America Merrill Lynch May 2014 - Present
Bank of America June 2011 - May 2014
Bank of America September 2008 - June 2011
Bank of America May 2003 - September 2008
Skills
Loans, Consumer Lending, Banking, Credit, Small Business Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Loan Origination, Mortgage Banking, Cross Selling, Credit Risk, Sales, Commercial Banking, Relationship Management, Portfolio Management, Commercial Lending, Business Development, Strategic Planning
Education
University of Oregon 2001 — 2005
Bachelor of Applied Science (BASc), Economics
University of Oregon 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Economics
Grey San Francisco June 2015 - Present
R/GA December 2013 - April 2015
Bank of America 2006 - 2013
Apple Computer 2004 - 2006
Marin Independent Journal 2002 - 2004
JWT 2000 - 2001
Hal Riney and Partners 1998 - 2000
Valley Children's Hospital 1994 - 1998
Thielen and Associates 1992 - 1994
DDB Needham Retail 1991 - 1992
Skills
Resource Management, Creative Operations, Staff Augmentation, Staffing Coordination, Advertising, Human Resources, Staff Retention, Staffing Analysis, Creative Management, Process Improvement, Web Production..., Copy Editing, Web Project Management, Project Management, Interactive Advertising, Digital Strategy, Digital Media, Leadership, Production, Print Production Process, Content Strategy, Copywriting, Creative Strategy, Content Management, Online Marketing, User Experience, Digital Marketing, Creative Development, Publications Production, Editorial, Process Management, Process Design, Web Content Management, Creative Direction, Management
Education
University of Oregon 1984 — 1988
Bachelor of Arts, Journalism-Advertising
Citizens Business Bank January 2012 - Present
Southern California Rugby Referees Society September 2012 - Present
Bank of America July 2009 - September 2011
Monaco Coach Corporation June 2007 - September 2007
Clougherty Packing, LLC June 2004 - January 2007
McKenzie Forest Products June 2006 - September 2006
Skills
Client Relationship..., Sales Management, Service Management, Internal Audit, Strategic Thinking, Retail Banking, Corporate Finance, Risk Management, Middle Market Business..., Performance Management, Networking, Commercial Lending, Commercial Banking, Healthcare Industry, Food Manufacturing, Finance, Portfolio Management, Mortgage Lending, Sales, Loans, Financial Risk, Banking, Leadership, Financial Analysis, Management, Credit
Education
University of Oregon 2004 — 2009
B.A., Majors: Political Science & Spanish Minor: Business Administration
Saint Francis High School 2000 — 2004
PennyMac Loan Services, LLC August 2015 - Present
Bank of America September 2014 - August 2015
Bank of America July 2013 - September 2014
Bank of America March 2011 - July 2013
Skills
Risk Management, Project Management, Leadership, Process Improvement, Credit, Sales, Strategic Planning, Business Analysis, Loans, Portfolio Management, Strategy, Management, Relationship Management, Analysis
Education
University of Oklahoma 1998 — 2001
Disneyland Resort August 2014 - Present
Bank of America January 2014 - August 2014
Walt Disney World September 2013 - January 2014
Disney Cruise Line February 2013 - September 2013
The Walt Disney Company August 2012 - January 2013
WinCo Foods March 2010 - July 2012
Safeway January 2009 - March 2010
The Walt Disney Company August 2008 - January 2009
Skills
Sales Management, Sales Operations, Customer Service, Banking, Microsoft Office, Marketing Communications, Multi Tasking, Customer Engagement, Microsoft Word, PowerPoint, Inventory Control, Leadership, Sales, Customer Satisfaction, Time Management, Telephone Skills
Education
University of Oregon
Bachelor's degree, business
Disney College Program 2012 — 2013
Parkrose High School 2004 — 2008
High School Diploma, General Studies
Bank of America January 2013 - Present
Skills
Credit
Education
University of Oregon
Bank of America December 2011 - Present
Bank of America June 2011 - December 2011
Office Team March 2011 - June 2011
Rocket Fuel Inc. March 2011 - June 2011
Woodmont Real Estate Services January 2011 - January 2011
AYSO September 2010 - November 2010
Piazza's Fine Foods 2006 - 2008
Skills
Microsoft Excel, Management, Financial Analysis, Finance, Loans
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
June 2006Junipero Serra High School
Best Wines Group/Wine Exchange August 2015 - Present
Malibu Family Wines March 2015 - August 2015
Manley's Wine & Spirits November 2013 - January 2015
Express September 2013 - November 2013
Eugene Police Department, Crime Prevention April 2013 - June 2013
Bank of America July 2012 - June 2013
Office of the Governor, State of Oregon September 2012 - December 2012
Enterprise Rent-A-Car June 2011 - September 2011
Party Depot October 2008 - August 2010
Skills
Wine & Spirits Industry, Wine Sales, Wine Tasting, Bartending, Social Media, Sales, Customer Service, Microsoft Office, Leadership, Public Relations, Merchandising, PowerPoint, Marketing Strategy, Retail, Inventory Management, Photoshop, Cashiering, Final Cut Pro, Public Speaking, WordPress
Education
University of Oregon 2010 — 2013
Bachelor of Arts (B.A.), Public Relations
Chase June 2015 - Present
OnPoint Community Credit Union November 2012 - July 2014
US Bank August 2010 - November 2012
Bank of America April 2006 - August 2010
COUNTRY Financial® January 2005 - January 2006
Education
University of Oregon 2000 — 2004
B.S. degree
Bank of America
Skills
Quality Center, Test Management, Test Planning
Education
University of Oklahoma 1981 — 1985
Bachelor's Degree, Fashion Merchandising, Graduate
Southwest Airlines July 2015 - Present
Bank of America March 2008 - May 2015
Experian January 2006 - February 2008
Experian April 2003 - January 2006
Sprint September 1998 - March 2002
Skills
Research, Microsoft Office, Management, English, Process Improvement, Training, Databases, Testing, Visio, SQL, Business Requirements, Data Migration, Analysis
Education
University of Oklahoma 1994 — 1998
Bachelor of Business Administration, Management Information Systems
State Farm July 2015 - Present
University of Oregon January 2013 - Present
Costco Wholesale June 2012 - December 2013
Bank of America November 2011 - September 2012
Coca-Cola Enterprises February 2007 - March 2008
The Home Depot January 2001 - January 2007
United States Marine Corps 2002 - 2004
Skills
Spanish-speaking, Cashiering, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Teamwork, Social Networking, Time Management, Social Media, Event Planning, Management, Team Leadership, Research, Spanish
Education
University of Oregon 2013 — 2015
Bachelor's Degree, B.S. in Business Administration
GISD July 2012 - Present
Nationstar Mortgage November 2009 - August 2010
Bank of America 2002 - 2009
Education
University of Oklahoma 1981 — 1984
Organizational Communications
Armstrong Bank February 2015 - Present
Armstrong Bank January 2015 - February 2015
Bank of America September 2013 - January 2015
University of Oklahoma April 2009 - August 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research, Public Speaking, Event Planning, Social Media, Leadership, Outlook, Access, Financial Analysis, Customer Service, Time Management, Microsoft Excel
Education
University of Oklahoma 2008 — 2013
Bank of America January 2011 - Present
Skills
Mortgage Lending, Mortgage Banking, Marketing, Residential Mortgages, Mortgage Servicing
Education
University of Oregon 1999 — 2003
BA, Journalism, Marketing
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Bank of America June 2011 - August 2013
Merrill Lynch May 2010 - August 2010
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.54
CBT Nuggets April 2013 - Present
Bank of America April 2008 - April 2013
MetLife September 2006 - January 2008
Skills
Retail Banking, Risk Management, Customer Service, Management, Sales, Strategic Planning, Sales Management, Team Building, Business Development, Salesforce.com, Branch Management, Talent Acquisition, Team Leadership
Education
University of Oregon 2001 — 2005
Bachelor of Science (B.S.)
Darden January 2015 - Present
Wine Institute October 2012 - January 2015
Oregon Winegrowers Association / Oregon Wine Board December 2011 - September 2012
Oregon Restaurant and Lodging Association January 2008 - December 2011
VTM, Inc. November 2005 - December 2007
Bank of America Investments January 2004 - November 2005
Bank of America March 1999 - July 2004
Skills
Public Relations, Marketing, Event Management, Event Planning, Market Research, Social Media, Marketing Communications, Social Media Marketing, Budgets, Direct Marketing, Public Speaking, Fundraising, Management, Media Relations, Press Releases, Advertising, Strategic Planning, Customer Service, Non-profits, Marketing Strategy, Sponsorship, Sales, Project Management, Business Development, Wine, Strategic Partnerships, Copywriting, Policy, Public Policy
Education
University of Oregon 1999 — 2003
Bachelors, Journalism & Communications
Churchill 1995 — 1999
Retired! January 2014 - Present
Verizon.com 2003 - 2011
Teradyne, Inc 1996 - 2003
Bank of America 1995 - 1996
The Visual Group 1992 - 1995
Skills
HTML, XHTML + CSS, SharePoint, Dreamweaver, WordPress, CMS, Web Analytics, SEO, CSS, Corporate Websites, Web Content, Software Documentation, Web Content Management, Content Management, Information Architecture, Usability, Technical Writing, HTML, Testing, Databases, SDLC
Education
University of Oregon 1980 — 1983
BA
Melvin Mark Capital Group June 2010 - Present
CB Richard Ellis 2000 - 2010
Bank of America 1978 - 2001
Skills
Real Estate Economics, Real Estate, Real Estate Development, Corporate Real Estate, Investment Properties, Real Estate Transactions, Mortgage Banking, Commercial Mortgages, Foreclosures, Disposition, Investments, Short Sales, Shopping Centers, Negotiation, Brokerage, Landlords, Tenant Representation, Commercial Real Estate, Leases, First Time Home Buyers, REO, Underwriting, Real Estate Financing, Appraisals, Entitlements, Asset Management, Tenant, Apartments, Real Property, Lease Administration, Strategy, Sellers, Property Management, Condos, Loans, 1031 Exchanges, Due Diligence, Investors, Location Intelligence, Property, Land Acquisition
Education
University of Oregon 1973 — 1976
JD, Law
University of Oregon 1969 — 1972
BA, Mathematics
Chevy Chase Bank August 2009 - Present
Bank of America February 2005 - July 2009
Education
University of Oklahoma - Price College of Business
Busess Administration, Organizational Communications
Bank of America November 2007 - December 2014
National City Mortgage/Acculend Mortgage May 2000 - November 2008
Skills
Mortgage Servicing, Banking, Mortgage Lending, Customer Service, Loans, Management, First Time Home Buyers, Sales, Investment Properties, Foreclosures, REO, Credit, Real Estate Transactions, Short Sales
Education
University of Oregon
Tripwire July 2012 - Present
Mentor Graphics February 2011 - January 2012
The House Group 2000 - August 2010
Microsoft 1991 - 1997
Bank of America 1989 - 1990
Skills
Demand Generation, Integrated Marketing, Marketing Strategy, Marketing Communications, Market Research, Marketing, Public Relations, Advertising, Sales Enablement, Management, Cross-functional Team..., Strategy, Product Marketing, Sales, Project Management, Social Media Marketing, Direct Marketing, Digital Marketing, Product Development, Leadership, Competitive Analysis, New Business Development, Program Management
Education
University of Oregon
Bachelor of Arts, Finance and Marketing
University of Oregon - Charles H. Lundquist College of Business
Masters of Business Administration, Marketing and Decision Sciences
Bank of America August 2011 - Present
Wells Fargo Home Mortgage February 2008 - July 2011
EverBank August 2007 - February 2008
ComUnity Lending June 2006 - August 2007
United Financial Mortgage Corp September 2005 - June 2006
Portland Mortgage Company January 2003 - June 2004
Skills
Refinance, Mortgage Lending, Loan Origination, Loans, FHA, Mortgage Marketing, Real Estate, Finance, VA loans, Sales, Credit, Investments, Mortgage Banking, Commercial Lending, Military, USDA, Mortgage Underwriting, Residential Mortgages, Credit Analysis, Government Loans, FHA financing, Reverse Mortgages, VA, Doctor Mortgage Loans, Physician Lending, Management, Investment Properties, Customer Service, First Time Home Buyers, Banking, Real Estate Financing, VA Loans
Education
University of Oregon 1999 — 2003
BA Journalism, Marketing and Electronic Media
Bank of America Merrill Lynch June 2012 - Present
Marin Software June 2012 - June 2012
R/GA June 2012 - June 2012
Marin Software May 2012 - June 2012
J.P. Morgan Chase September 2011 - September 2011
Sutter Pacific Medical Foundation March 2008 - March 2010
at various companies January 2007 - February 2008
Bank of America 2006 - 2007
McKesson Corporation 2005 - 2006
Wells Fargo Bank 2005 - 2005
Skills
Administrative..., Expenses, Travel Planning, Microsoft Office, Microsoft Access, Calendars, Spreadsheets, Administrative Support, PowerPoint, Word, Excel, Scheduling, MS Office Suite, Telephone Skills, Adobe Acrobat, Administrative..., Human Resources
Education
University of Oklahoma 1969 — 1974
B.A, History
Bank of America March 2007 - Present
Bank of America February 2006 - March 2007
MBNA America 2000 - 2006
BP March 1999 - September 2000
ARCO Inc March 1986 - March 1999
ARCO British Limited 1998 - 1999
ARCO Alaska 1995 - 1998
Skills
Simplification, IT Strategy, Idea Generation, Enterprise Architecture, Portfolio Management, Process Improvement, IT Management, SOA, Project Portfolio..., Business Analysis, Strategy, Solution Architecture, Business Requirements, Leadership, Telecommunications, Integration, Unix, Risk Management, Architecture, Software Documentation, Vendor Management, SDLC, Infrastructure, PMO, Business Intelligence, Banking, Visio, Disaster Recovery, Requirements Analysis, Software Project..., Data Warehousing, Business Process, Project Delivery, ITIL, PMP, Architectures
Education
University of Oregon 1979 — 1984
Bachelor of Science (B.S.), Computer and Information Science
American River Bank December 2013 - Present
California Bank & Trust August 2007 - Present
California Bank & Trust April 2003 - August 2007
Bank of America January 2002 - April 2003
Bank of America November 2000 - January 2002
Skills
Commercial Lending, Underwriting, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Retail Banking
Education
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration and Management, General
University of Oregon 1995 — 1998
Business Administration and Management, General
Zones March 2010 - Present
Amerisave Mortgage Corporation January 2009 - July 2009
Bank of America May 2005 - September 2008
Hertz Rent a Car October 2003 - May 2005
Tripwire March 2003 - September 2003
CDW February 2001 - March 2003
Skills
Solution Selling, New Business Development, Cold Calling, Virtualization, Data Center, Strategic Partnerships, Storage Area Networks, Microsoft Office, Disaster Recovery, Account Management, Salesforce.com, Cloud Computing, Sales Process, SaaS, Channel, Professional Services, Direct Sales
Education
University of Oregon 1996 — 2000
BA, Psychology
Jesuit high school 1991 — 1995
Bank of America January 2012 - Present
Bridge City Legal DTI April 2007 - January 2012
Skills
Account Management, Customer Service, Document Review, Legal Writing, Litigation, Litigation Support, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Sales
Education
University of Oregon 2001 — 2005
B.S., Political Science, Business Administration
PrimeLending August 2015 - Present
Bank of America January 2000 - August 2015
Skills
Mortgage Lending, Leadership, Mortgage Banking, Underwriting, Loans, Sales, Risk Management, Relationship Management, Management, Executive Management, Finance, Credit Analysis, Banking, Call Centers, Credit, Consumer Lending, Loan Origination
Education
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Finance, Marketing
Hollywood Entertainment December 2005 - July 2006
Hollywood Entertainment May 1997 - July 2001
Rite Aid January 1997 - July 1997
Thrifty Payless Inc August 1994 - October 1996
Chevron April 1989 - March 1993
Bank of America November 1987 - April 1989
Wells Fargo November 1984 - November 1987
Skills
Databases, Oracle, Human Resources, Mergers & Acquisitions, SAN, Data Migration, Banking, SDLC, AIX, Enterprise Architecture, SQL, Disaster Recovery, Business Intelligence, Agile Methodologies, Business Analysis, SharePoint, Microsoft SQL Server, Data Modeling, Requirements Analysis, IT Strategy
Education
University of Oregon 1979 — 1984
BS, Computer and Information Science
Bank of America January 2011 - Present
ATX Group 2009 - 2009
HDVMS - True.com 2007 - 2009
Countrywide 2005 - 2006
Epsilon 2001 - 2005
Skills
Business Requirements, SDLC, Visio, Business Analysis, Software Project..., Content Management, Quality Assurance, Business Reporting, Use Case Analysis, Process Flow, Email Management, SQL, Oracle SQL, HTML, XML Tools
Education
University of Oklahoma - Price College of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Management of Information Systems
Consulting Projects January 2013 - Present
Societe Generale July 2009 - October 2012
Macquarie Bank April 2004 - June 2009
Bank of America 1997 - 2002
Citibank 1993 - 1997
ING 1991 - 1993
Chase Manhattan Bank 1990 - 1991
Koch Industries 1986 - 1990
Skills
Derivatives, Commodity, Investment Banking, Financial Structuring, Capital Markets, Options, Trading, Structured Products, Structured Finance, Risk Management, Hedge Funds, Financial Markets, Investments, Corporate Finance, Portfolio Management, Trading Systems, Financial Risk
Education
University of Oklahoma - Price College of Business 1982 — 1985
Bachelor of Science (BSc), Finance / Accounting
Bank of America 2004 - Present
Lucernex Technologies 2004 - 2004
Timera Inc 2003 - 2004
Education
University of Oklahoma 1993 — 1998
R. Haughton-Pitts Communications January 2007 - Present
OCHIN April 2013 - September 2014
OCHIN April 2011 - April 2013
Metropolitan Group September 2005 - September 2006
CareOregon 2000 - 2005
Bank of America 1998 - 2000
US Bank - Portland Oregon 1986 - 1998
Skills
Non-profits, Strategic Communications, Community Outreach, Public Speaking, Media Relations, Public Affairs, Marketing Communications, Nonprofits, Government, Event Planning, Public Policy, Policy, Public Relations, Leadership, Strategy, Integrated Marketing, Grant Writing, Marketing, Management, Legislative Relations, Fundraising, Budgets, Community Development, Volunteer Management, Speech Writing, Program Development, Grants, Political Campaigns, Event Management, Legislation, Press Releases, Strategic Planning, Politics, Program Management, Social Media, Policy Analysis, Research, Government Relations, Crisis Communications, Leadership Development, Spokesperson
Education
University of Oregon
BS, Rhetoric and Communications
Xavier University of Louisiana
Bachelor of Science (BS), Speech Communication and Rhetoric
Owens & Minor November 2013 - Present
Owens & Minor July 2012 - November 2013
Owens & Minor March 2008 - July 2012
RBS Lynk (a subsidiary of the Royal Bank of Scotland) August 2007 - February 2008
Hertz Local Edition December 2004 - May 2007
Bank of America August 2001 - July 2004
Skills
Purchasing, Analysis, Inventory Management, Sales, Supply Chain Management, Logistics
Education
University of Oregon 2005 — 2008
Bank of America December 2007 - Present
Loan Officer Bank of America 2007 - 2008
Education
University of Oklahoma
Countrywide VP, Site LeaderBank of AmericaJune 2007 - Present
Citi Mortgage 2003 - 2005
Bank of America October 1988 - March 2003
Education
University of Oregon 1974 — 1978
Bank of America October 2005 - Present
Bank of America August 2005 - October 2005
Bank of America April 2004 - August 2005
Bank of America March 2003 - April 2004
Bank of America June 2002 - March 2003
Education
University of Oklahoma - Price College of Business 1997 — 2001
BBA, Finance
US Navy May 2013 - Present
VCArena March 2012 - Present
JCPenney November 2010 - March 2012
Target June 2008 - July 2010
Target June 2007 - January 2008
Bank of America January 2000 - 2001
Skills
Supply Chain Management, Project Planning, Store Management, Merchandising, Retail, Inventory Management, Loss Prevention, Visual Merchandising, Apparel, Team Leadership, Coaching, Customer Service, Change Management, Management, Performance Management
Education
University of Oregon 2005 — 2007
Bachelor of Science, Business Administration
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Atlantis Downtown May 2014 - January 2015
University of Oregon May 2014 - August 2014
Lam Seafood Market August 2010 - August 2012
It Takes A Village Family Service November 2009 - December 2011
Bank of America March 2008 - November 2009
MTR Western March 2007 - January 2008
Starbucks Coffee Company December 2006 - March 2007
Skills
Finance, Financial Statements, General Ledger, Accounting, Payroll, Data Entry, Cash Management, Budgets, Bookkeeping, Invoice Processing, Financial Modeling, Strategic Planning
Education
University of Oregon 2012 — 2016
Doctor of Law (J.D.)/MBA
Washington State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America July 2007 - Present
GTESS Corporation July 2004 - June 2007
Scient 2000 - 2004
Walmart June 1996 - July 1998
Education
University of Oklahoma 1991 — 1996
Bank of America January 2005 - Present
Farmers Insurance October 2003 - January 2005
Skills
Databases, Microsoft SQL Server, Management, SSIS, Visio, Analytics, SQL Server Management..., Mortgage Lending, Access, Process Improvement, Cognos, ETL, Internal Audit, Business Analysis, Customer Service, Financial Analysis, SQL, Vendor Management
Education
University of Oklahoma 1996 — 2001
Economics
Bank of America July 2004 - Present
Chef's Requested Foods May 2003 - June 2004
Skills
Onboarding, Applicant Tracking..., Talent Acquisition
Education
University of Oklahoma - Price College of Business 2001 — 2003
Bachelor of Business Administartion
DENTSPLY November 2012 - Present
Xerox February 2008 - November 2012
Bank of America February 2004 - February 2008
Initiative March 2003 - February 2004
Skills
Managed Print Services, Consultative Selling, Solution Selling, Direct Sales, Document Management, Capital Equipment, Challenger, Self-starter, Work Well Independently, Success Driven, Outside Sales, Sales Growth, Hunter, Presidents Club, Sustainability, Customer Service, Customer Support, Customer Retention, Corporate Communications, Building Strong..., Business Networking, Building Relationships, Territory Management, Product Demonstration, Customer Product..., National Sales Training, Sales Leadership..., Consultative Sales..., Persuasive Presentations, Delivering Results, Result Oriented, Successful track record, Emerging Leaders, Bottom Line Results, Selling
Education
University of Oregon 1998 — 2002
Bachelor of Arts (B.A.), Journalism and Advertising
University of Pittsburgh 2001 — 2001
Semester at Sea
Guild Mortgage Company April 2012 - Present
Bank of America May 2005 - March 2012
Skills
FHA, Mortgage Lending, Refinance, USDA, Loans, Government Loans, Mortgage Banking, Loan Origination, VA loans, FHA financing, Credit, Consumer Lending, Construction Loans, Banking, Residential Mortgages, Finance, First Time Home Buyers, Investment Properties
Education
University of Oregon 1999 — 2003
Exercise and Movement Science, Physiology
Bank of Oklahoma October 2005 - Present
BancFirst September 1999 - October 2005
Bank of America October 1992 - September 1999
Skills
Trust Management, Trust Services, Wealth Management, Personal Trust, Financial Services, Trusts, Investment Management, Asset Management, Mutual Funds, Estate Planning, 401k, Investment Advisory, Retirement, Wealth Management..., Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Team Leadership
Education
University of Oklahoma College of Law 1989 — 1992
Juris Doctor
University of Oklahoma - Price College of Business 1981 — 1985
BBA, Accounting
Bank of America April 2005 - Present
Skills
Business Analysis, Banking, Forecasting, Team Building, Customer Service, Mortgage Lending, Analysis, Leadership, Strategic Planning, Management, PowerPoint, Loans, Team Leadership, Financial Analysis, Loan Origination, SharePoint, Credit, Budgets, Credit Analysis, Marketing
Education
University of Oklahoma - Price College of Business
BBA, Management
Bank of America January 2014 - Present
Wells Fargo Capital Finance 2007 - 2013
CIT Group - Corporate Finance 1997 - 2007
Bank One, Texas 1994 - 1997
Caprock Holdings, Inc. 1992 - 1994
Texas American Bank 1988 - 1992
Skills
Corporate Finance, Asset Based Lending, Middle Market, Commercial Lending, Credit Analysis, Financial Modeling, Loans, Credit, Financial Analysis, Leveraged Finance, Banking, Financial Structuring, Asset Management, Capital Markets, Commercial Banking, Corporate Development, Due Diligence, Finance, Financial Services, Loan Origination, Management, Portfolio Management, Private Equity, Restructuring, Securities, Structured Finance
Education
University of Oklahoma 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Summit Investment Management May 2014 - Present
Summit Investment Management May 2013 - Present
Republic Financial Corporation December 2009 - April 2013
PNC March 2008 - December 2009
IPP Financial Services, LLC May 1998 - March 2008
Bank of America March 1992 - May 1998
AMRESCO, a subsidiary of NCNB and successor to RepublicBank Dallas, N.A. November 1988 - March 1992
RepublicBank Dallas, N.A. February 1988 - November 1988
RepublicBank Dallas, N.A. March 1986 - February 1988
RepublicBank Dallas, N.A. February 1985 - March 1986
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Underwriting, Commercial Mortgages, Banking, Finance, Asset Management, Commercial Real Estate, Real Estate, Due Diligence
Education
University of Oklahoma - Price College of Business
Adjunct Professor, Finance
University of Oklahoma - Price College of Business 1979 — 1983
MBA, Finance
University of Oklahoma - Price College of Business
Bachelor of Business Administration, Finance
Beacon Health Options June 2011 - Present
ValueOptions, Inc.® December 2009 - June 2011
Bank of America September 2007 - May 2009
Skills
Crystal Reports, Data Analysis, Data Management, Business Objects, SQL, Oracle SQL, SQL*Plus, Toad Data Modeler, SharePoint, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Process Improvement, Healthcare Information..., Healthcare, HIPAA, Customer Service, Mental Health, Social Services, Psychology
Education
University of Oklahoma 2001 — 2007
Bachelor of Arts, Sociology
dv8 salon July 2010 - Present
John Paul Mitchell Systems April 2009 - November 2010
Bank of America 2006 - 2008
Education
University of Oregon 2001 — 2005
BS, Sociology
McGladrey May 2011 - Present
BofA Global Capital Management October 2006 - 2010
Momentum Worldwide, Interpublic Group April 2004 - April 2006
Bank of America August 2001 - April 2004
Skills
Strategy, Proposal Writing, Management, Leadership, Event Planning, RFP, Marketing Communications, Strategic Planning, Project Management, Marketing, Marketing Strategy, Business Development
Education
University of Oregon 1987 — 1992
BA, International/Global Studies
Bank of America September 1997 - Present
Skills
Banking, Project Management, Auditing, Quality Management, Risk Management, Operational Risk..., Operational Risk, Financial Risk, Retail Banking, Credit, PMO, Business Analysis, Relationship Management, Cash Management, Financial Services, Business Requirements, Process Improvement, SDLC, Project Portfolio..., AML, Project Delivery, Treasury Management, Change Management, Vendor Management, Business Process..., Stakeholder Management, Software Project..., Leadership, Management, Management Consulting, Strategy, Payments, Back Office, Enterprise Risk..., Governance, Requirements Gathering, SWIFT payments, Business Process..., Treasury Services, PMP, Portfolio Management, FX Options
Education
University of Oklahoma - Price College of Business 1984 — 1987
BSBA, Accounting, Management
First American Title Insurance Company - National Commercial Services March 2007 - Present
One Source Lending March 2007 - October 2007
Bank of America February 2003 - March 2007
Skills
Escrow, Real Estate, Commercial Real Estate, Title Insurance, Short Sales, Sellers, Real Property, Real Estate Transactions, Real Estate Development, REO, Mortgage Lending, Listings, Investment Properties, Foreclosures, First Time Home Buyers, Customer Service, Closings
Education
University of Oregon 1997 — 2002
BS, Sociology
ELYON International October 2014 - Present
BarkinWoofer September 2007 - Present
Oregon Department of Transportation (ODOT) March 2013 - January 2014
Meridian Technology Group March 2013 - January 2014
Ecova June 2012 - June 2012
Standard Insurance Company December 2011 - March 2012
Nike 2010 - 2011
Southwest Clean Air Agency August 2009 - February 2010
Bank of America March 1997 - May 2003
ESI February 1978 - December 1995
Skills
SQL, Access, Databases, Crystal Reports, Visual Basic, Microsoft Excel, Microsoft Access, Software Development, Software Documentation, Customer Service, Database Design, Systems Analysis, Payroll, Programming, Database Administration, Windows
Education
University of Oregon
BS, Computer Science
Bank of America January 1971 - September 1989
Skills
Fashion, Merchandising
Education
University of Oregon 1966 — 1970
B.S. in Education
Bank of America February 2004 - May 2012
Skills
Financial Analysis, Internal Audit, AML, Sarbanes-Oxley Act, Internal Controls, Risk Management, Due Diligence, CPA, Series 7, Series 63, Certified Anti-Money..., Auditing, Corporate Governance, Financial Reporting, Series 66, Foreign Corrupt..., Uniform Combined State..., Financial Risk, Valuation, Financial Services, Finance, Banking, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oklahoma 1999 — 2003
Bachelor's degree, Accounting and information Systems
L'Occitane en Provence August 2011 - September 2013
Bank of America August 2009 - March 2011
Talbots 1999 - August 2009
Talbots 1997 - 1999
Education
University of Oregon 1987 — 1993
BA, English
Puget Sound Bank July 2006 - Present
Washington Mutual June 2005 - July 2006
EverTrust Financial Group 1999 - 2004
Bank of America May 1986 - September 1999
Skills
Interest Rate Risk..., Enterprise Risk..., Investment Portfolio..., Investment Portfolio, Portfolio Management, Treasury Management, Credit, Investments, Loans, Banking, Operational Risk..., Commercial Banking, Cash Management, Commercial Lending, Operational Risk, Financial Institutions, Credit Analysis, Underwriting, Risk Management, Retail Banking, Commercial Mortgages, Financial Modeling, Financial Analysis, Small Business Lending, Lines Of Credit, Funding
Education
University of Washington, Michael G. Foster School of Business 1984 — 1986
MBA
University of Oregon
Bachelor of Science
KeyBank July 2015 - Present
Wells Fargo October 2013 - July 2015
Bank of America January 2012 - October 2013
Wells Fargo December 2008 - December 2011
Wells Fargo April 2006 - July 2008
Wells Fargo Bank January 2005 - March 2006
Citi Group October 2003 - January 2005
Skills
Loans, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Treasury Management, Credit, Underwriting, Investments, Relationship Management, Lines Of Credit, Mortgage Lending, Cash Management, Cross Selling, Credit Analysis, Financial Services, Commercial Lending, Financial Analysis, SBA, CRM, Competitive Analysis, Wealth Management, Loan Origination, Sales, Finance, Merchant Services, Small Business, Credit Cards
Education
University of Oregon 1999 — 2003
B.S
Sky Holding Company, LLC April 2013 - Present
SunPower Corporation May 2012 - April 2013
AWAS May 2011 - February 2012
Bank of America November 2003 - October 2010
Banc of America Leasing Ireland 2006 - 2009
D'Accord Financial Services November 1991 - April 2000
Skills
Investments, Financial Analysis, Capital Markets, Portfolio Management, Strategy, Budgets, Financial Structuring, Change Management, Contract Negotiation, Financial Modeling, Financial Services, Due Diligence, Management, Aviation, Investment Banking, Product Marketing, Project Finance, Corporate Finance, Aircraft, Structured Finance, Trading, Valuation, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Airlines, Asset Management, Business Strategy
Education
University of Oregon
LinkedIn May 2013 - Present
Amrut Inc. June 2010 - Present
Canvas Infotech Inc. February 2012 - May 2013
Asset Campus Housing October 2008 - June 2010
Bank of America November 2007 - June 2008
Skills
Property Management, Financial Analysis, Real Estate, Asset Management, Investment Properties, Investments, Budgets, Due Diligence, Real Estate Development, Accounting, Financial Reporting, Microsoft Excel, Customer Service, Leases, Finance, Management, Forecasting, Analysis, Negotiation
Education
University of Oregon 2006 — 2010
Economics, Finance and Banking
Foothill High School
Umpqua Bank (formally Borrego Springs Bank) 2001 - Present
Bank of America 1995 - 1999
Skills
Commercial Lending, Small Business Lending, SBA, Commercial Banking, SBA 504, Commercial Mortgages, Asset Based Lending, Loan Origination, Credit Analysis, Finance, Credit, Loans, Mortgage Lending, Financial Analysis, Banking, Financial Structuring, Real Estate
Education
University of Oregon 1986 — 1991
BS, Finance & Management
JPMorgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2013 - May 2014
Merrill Edge April 2011 - May 2014
Bank of America September 2002 - July 2007
Education
University of Oregon 1996 — 1999
B.A., Communication Sciences and Disorders, General
MUFG Americas March 2015 - Present
Bank of America June 2012 - March 2015
Ally Financial Inc. June 2009 - June 2012
Bank of America 2003 - June 2009
Skills
Vendor Management, Segmentation, Relationship Management, Mortgage Lending, Marketing Strategy, Marketing Communications, Marketing, Integrated Marketing, Financial Services, Financial Analysis, Credit Cards, Credit, Competitive Analysis, Business Analysis, Banking, Analytics, Loans, Consumer Lending, Strategy, Financial Risk, Credit Analysis, Product Management, Executive Management, Business Strategy, Mortgage Servicing, Market Analysis, Strategic Partnerships, Multi-channel Marketing
Education
University of Oregon
Bachelor of Arts (B.A.), Marketing and Management, Double majors in Marketing and Management
BMO Harris Bank May 2013 - Present
BMO Harris Bank April 1996 - December 2012
Bank of America 1992 - 1996
Wells Fargo 1986 - 1992
Skills
Banking, Commercial Banking, Retail Banking, Financial Analysis, Financial Modeling, Activity Based Costing, Customer Profitability, Product Profitability, CRM, Strategic Planning, Change Management, Cross-functional Team..., Credit Risk, Basel II, Project Management, Data Analysis, Loans, Treasury Management, Funds Transfer Pricing, Cash Management, Financial Risk, Credit, Profitable, Risk Management, Profits, Data Modeling, Analysis, Strategy
Education
University of Oklahoma - Price College of Business
MBA, Business & Finance
Wichita State University
BBA, Management & Accounting
Mutual of Omaha Bank May 2015 - Present
Wells Fargo August 2012 - May 2015
Bank of America February 2012 - July 2012
American TV March 2010 - August 2011
Worldwide Liquidators February 2006 - March 2010
Blockbuster Video May 2005 - February 2006
DDP Holdings March 2003 - May 2005
Wherehouse Music December 1995 - February 2003
Skills
Merchandising, Retail, Customer Service, Inventory Management, Stores, Profitability, Retail Management, Store Management, Loss Prevention, Visual Merchandising, Hiring, Sales Management, P&L Management, Customer Relations, Scheduling, Employee Relations, Coaching, Performance Management, Customer Satisfaction, Inventory Control, Profit, Vendor Relations, Promotions, P&L, Big Box, Budgeting, Team Building, Multi-unit, Problem Solving, Sales Operations, Shrink Control, Forecasting, Interviewing, Selling, Accountability, Merchandising Strategies, Word, Driving Results, Apparel, Excel, Expense Control, POS, PowerPoint, Advertising, Team Leadership, Sales Growth, Income Statement, Process Scheduler, Budgets, Microsoft Excel
Education
University of Oklahoma
Marin County Office of Education September 2002 - Present
Simon Insurance Agency April 1995 - Present
SF County Jail February 2006 - January 2007
Bank of America February 1988 - April 1994
Skills
Educational Leadership, Painting, Curriculum Design, Non-profits, Higher Education, Curriculum Development, Coaching, Staff Development, Public Speaking
Education
University of Oregon 1969 — 1973
Bachelor's degree, Speech Communication and Rhetoric, GPA 3.5
OnPoint Community Credit Union January 2015 - Present
OnPoint Community Credit Union February 2014 - January 2015
Albina Community Bank July 2007 - September 2013
Bank of America April 1992 - July 2007
Skills
Banking, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit, Mortgage Lending
Education
University of Oregon 1986 — 1991
BS, Economics
Bank of America January 2005 - Present
Education
University of Oklahoma
BS in Computer Science, BS in Computer Science
Stearns Lending (NMLS #1854) April 2014 - Present
BD Consulting April 2012 - April 2014
MetLife Home Loans December 2010 - March 2012
Nationstar Mortgage November 2009 - April 2010
Bank of America December 2002 - November 2009
Skills
Mortgage Banking, Banking, Credit, Credit Analysis, Refinance, Compliance Management, Regulatory Compliance, Licensing, Exam Management, Regulatory Analysis, Business Process, Cross-functional Team..., FHA, Financial Risk, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Lending, Policy, Process Improvement, Software Documentation, Underwriting
Education
University of Oklahoma 1982 — 1990
Bachelor of Business Administration, Finance
MidFirst Bank June 2013 - Present
Bricktown Water Taxi April 2013 - Present
Bank of America May 2011 - June 2013
Norman Public Schools Indian Education December 2010 - May 2011
University of Oklahoma August 2008 - May 2010
Skills
Research
Education
University of Oklahoma 2008 — 2012
Master's Degree, American Indian/Native American Studies
University of Oklahoma 2003 — 2008
Bachelor's Degree, Criminology