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.
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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
Finny January 2014 - Present
RBC Capital Markets December 2009 - July 2015
Bank of America April 2005 - June 2009
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Economics
Landon School 1990 — 1999
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
Bank of America September 2010 - April 2014
Redwood Trust September 2008 - September 2010
Thornburg Mortgage May 2002 - August 2008
Skills
Loans, Credit, Fixed Income, Portfolio Management, Capital Markets, Mortgage Lending, Credit Risk, Banking, Market Risk, Asset Managment, Bloomberg, Forecasting, Securitization, Derivatives, Financial Analysis, Financial Modeling, Structured Finance, Credit Analysis, Risk Management, Asset Management
Education
University of Pennsylvania 1998 — 2002
BA, Economics and International Relations Double Major
Bayview Asset Management, LLC June 2014 - Present
Clayton February 2013 - July 2013
Bank of America June 2012 - January 2013
JCIII & Associates May 2009 - August 2011
Guaranteed Home Mortgage February 2007 - April 2009
Skills
Mortgage Lending, Credit, Loans, Real Estate, Software Documentation, Financial Risk, Default, Due Diligence, Customer Service, Foreclosures, Mortgage Banking, Investments, Mortgage Underwriting, Residential Mortgages, Loan Origination, Public Speaking, Analysis
Education
University of Pennsylvania 2013 — 2015
Bachelor's degree, Political Science and Economic Policy, Junior
Hillsborough Community College 2010 — 2012
Associate of Arts, Economics
United States Navy: Fire Controlman 1997 — 2000
Certificate of Completion, Advanced Electronics & Computer Field (AECF)
Kaiser Permanente March 2014 - Present
Akgold Digital, Inc. December 2003 - March 2014
Bank of the West August 2012 - October 2013
Wells Fargo 2010 - 2012
Bank of America 2002 - 2002
CitrusNow.com 1998 - 2002
AllBusiness.com 2000 - 2000
OMIX Networks 1995 - 1998
Skills
Mobile Design, User Experience Design, iOS, Android, Creative Direction, Interaction Design, Visual Design, User Research, Human-centered Design, Usability, Agile Methodologies, Gamification, Mobile Devices, Brand Development, Social Media, Product Innovation, Business Strategy, iPad, iPhone, Tablets, Web Design, Start-ups, E-commerce, Information Architecture, Competitive Analysis, Cross-functional Team..., Product Management, Executive Presentations, Segmentation, SEO, Customer Acquisition, Risk Management, Banking, HTML 5, Online Product Launches, Online Banking, Social Media Marketing, Jive SBS, SEM, Development Strategy, Business Planning, Product Strategy, Mobile
Education
University of Pennsylvania 1990 — 1994
BA, Major: Biological Basis of Behavior, Minor: Communications, Annenberg School for Communication
Santa Maria High School (Brazil) 1989 — 1990
High School
The Lawrenceville School 1986 — 1989
High School
Orinda Country Club October 2013 - Present
Toyota June 2012 - 2012
Republic of South Korea 2010 - 2011
University of Oregon April 2008 - January 2010
Bank of America April 2007 - January 2008
Skills
ESL, Teaching, Curriculum Design, Classroom Instruction, Teaching English, Customer Relations, Schedules, Online Research, Cash Handling, Digital Strategy, CRM, Event Planning, Microsoft Office, Classroom, Budgets, Customer Service, Cash Flow, Teaching English as a..., Research
Education
University of Oregon 2005 — 2010
Bachelor of Arts, Political Science
Kamiak High School 2001 — 2005
Viking Education May 2014 - Present
The Odin Project 2013 - Present
Coding School Alumni Association 2013 - Present
Andover Alumni Blue Key 2003 - Present
App Academy 2013 - 2013
Freepoint Commodities 2011 - May 2012
BP Energy 2009 - 2011
Bank of America 2007 - 2009
Fieldcrest Capital 2006 - 2006
vFinance Investments 2006 - 2006
Skills
Entrepreneurship, Start-ups, Ruby on Rails, Ruby, CSS, Trading, JavaScript, SQL, Web Development, HTML, Web Design, Financial Modeling, Lean Startup, jQuery, Commodity, Analytics, Energy, MySQL, PHP, Photoshop, Market Analysis, Commodities, Excel, Natural Gas, Natural Gas Trading, Electricity Markets, Power Trading, ActiveRecord, Product Management, Microsoft Excel, Management, Analysis, Marketing, Strategy, Research, Business Strategy
Education
University of Pennsylvania 2003 — 2007
BSE, Mechanical Engineering and Applied Mechanics
Phillips Andover 2000 — 2003
Stockholm School of Entrepreneurship
N/A, Entrepreneurship
San Francisco Health Plan October 2013 - Present
Delta Dental January 2004 - December 2012
Delta Dental January 2001 - December 2003
Delta Dental January 2000 - December 2000
Delta Dental July 1995 - December 1999
Bank of America July 1992 - June 1995
AAA Northern California, Nevada & Utah Insurance Exchange October 1990 - July 1992
Bank of California March 1990 - September 1990
Bank of America November 1985 - December 1989
Bechtel Corporation June 1982 - November 1985
Skills
Leadership, IT architecture, Technical Writing, Databases, IBM Mainframe, Change Control, CICS, Architecture, Software Development, SDLC, Testing, Mainframe, Data Migration, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Architectures
Education
Oxford University 1970 — 1973
BA (Hons), Chemistry
Dulwich College, London 1963 — 1969
National HOSA June 2014 - June 2015
Bank of America March 2014 - September 2014
Commissioned Corps of the U.S. Public Health Service August 2014 - August 2014
National HOSA March 2013 - April 2014
Dartmouth College September 2013 - October 2013
Skills
Coaching, Public Speaking, Teaching, Research, PowerPoint, Leadership, Leadership Development, Team Building, Strategic Planning, Project Management, Speech Writing, Writing, Nonprofits, Fundraising, Community Outreach
Education
University of Pennsylvania 2014 — 2018
Bachelor's Degree
Coral Reef Senior High 2010 — 2014
Health Services/Allied Health/Health Sciences, General
Merrill Lynch October 2010 - Present
Bank of America September 2007 - October 2010
Education
Union College 2003 — 2007
Bachelor of Arts (B.A.), Theatre/Theater
Oxford University 2004 — 2004
Theatre/Theater
Stericycle Communication Solutions November 2014 - Present
John Molson MBA International Case Competition October 2014 - January 2015
Mabi Canada January 2013 - January 2014
Cultural Center of the Kingdom of Morocco September 2012 - December 2012
Bank of America September 2011 - December 2011
Sahouri Insurance & Financial August 2010 - September 2010
Skills
Microsoft Office, Social Media Marketing, Organizational Behavior, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Marketing Strategy, Social Media, Management, English, French, Management Consulting, Market Research, Teamwork, Public Speaking, Editing, Negotiation, Project Management, Team Leadership, Business Planning, Access, Strategic Planning, Customer Service, Business Strategy, Blogging, Analysis, Leadership, Marketing Communications, Nonprofits, Time Management, Fundraising, Project Planning, Budgets, Research, Event Management
Education
Concordia University 2014 — 2015
GDBA, Business Administration and Management, General
Université Panthéon Sorbonne (Paris I) 2008 — 2011
Bachelor, Economics and management
Lycée Descartes 2005 — 2008
French Baccalauréat, Economics
Capital One November 2013 - Present
Bank of America October 2010 - November 2013
Target October 2008 - October 2010
Search International, LLC August 2008 - October 2008
Wagner College July 2007 - August 2008
News America Marketing November 2007 - July 2008
Superteam EK January 2007 - January 2008
Law Office of Stephen S. Pennington May 2006 - August 2006
National Highway Traffic Safety Administration (NHTSA) May 2004 - August 2005
Skills
Six Sigma, Leadership, Recruiting, Management, Employee Relations, Training, Coaching, Strategic Planning, Onboarding, Policy, Leadership Development, Sales, Customer Service, Team Building, Event Management, Operations Management, Team Leadership, Process Improvement, Project Management, Inventory Management, Time Management, Business Strategy, Banking, Retail, Marketing, Analysis, Data Analysis, Teamwork, Performance Management, Financial Analysis, Risk Management, Human Resources
Education
Villanova University 2011 — 2011
Certificate, Six Sigma Green Belt-Financial Services, Lean Six Sigma
Wagner College 2007 — 2008
MBA, Management
University of Pennsylvania 2004 — 2007
B.A, Psychology
Gonzaga College High School 1999 — 2003
Diploma, HS
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch August 2014 - February 2015
Bank of America June 2013 - August 2013
Ladenburg Thalmann July 2012 - August 2012
Royal Caribbean International May 2012 - June 2012
Burger King Corporation June 2011 - August 2011
University of Pennsylvania September 2010 - May 2011
Skills
Data Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics
Molson-Coors Canada 2006 - Present
Bank of America 2001 - 2007
Weston Bakeries 1993 - 2001
Skills
Financial Analysis, Credit, Risk Management, Credit Analysis, Credit Risk, Accounts Receivable, Process Improvement, Portfolio Management, Financial Reporting, SAP, Relationship Management, Forecasting, Management, Finance, Call Centers
Education
Bouchereau Lingua International Inc. 2012 — 2014
Chinese Language Certificate, Chinese Language and Literature, Chinese 101
Bouchereau Lingua International Inc. 2010 — 2012
University of Ottawa / Université d'Ottawa 1999 — 2003
Bachelor of Commerce (International Management), International Commerce
La Cite Collegiale 1998 — 2001
relations internationales, Commerce Certificate
Collège Catholique Samuel-Genest 1993 — 1998
DES, Math & Sciences
Vanier College
International Lamguages, Chinese Studies, Introduction to Chinese Litterature
KeyBank November 2011 - Present
Bank of America December 2010 - November 2011
HSBC June 2004 - February 2010
HSBC January 2004 - June 2004
HSBC June 2002 - January 2004
HSBC June 2000 - June 2002
Skills
Loss Mitigation, Risk Management, Negotiation, Leadership, Management, Credit, Mortgage Lending, Business Transformation, Operational Risk..., Treasury, Process Improvement, Performance Management, Loans, Mortgage Banking, Mergers & Acquisitions, Analysis, Succession Planning, Loan Origination, Budgets, Credit Analysis, Sales Management, Training, Sales, Business Planning, Financial Risk, Banking, Insurance, New Business Development, Retail Banking, Consumer Lending, Finance, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Cross Selling, Financial Services, Portfolio Management, Credit Cards
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
Bachelor, Finance
Derta Accounting October 2011 - Present
Bank of America December 2005 - September 2010
Microsoft January 2005 - November 2005
Skills
Driving License, Jumpmaster, Tourism, Higher Education, Bookkeeping, Analytics
Education
University of Pennsylvania 2001 — 2005
Master's degree, Accounting and Finance
University of Pennsylvania 1999 — 2001
Bachelor's degree, Accounting and Finance
OCEAN Style Magazine January 2007 - Present
Blue Wolf Media Inc. January 2007 - Present
Gordon Properties Limited January 2004 - December 2006
GVI Sourcing Limited January 1998 - June 2005
Bank of America June 1993 - December 1997
Skills
Television, Fashion, Entertainment, Lifestyle, Music, Marketing Strategy, Marketing Communications, Editing, Writing, Advertising Sales, International Business, International Sales, Public Relations, Public Speaking, Magazines, New Media, Sponsorship, Online Marketing, Editorial, Facebook, Social Networking, Leadership, Social Media, Marketing, Advertising, Publishing, Online Advertising, Blogging, Digital Media, Entrepreneurship, Event Management, Copywriting, Media Relations, Creative Direction, Social Media Marketing, Publications, Press Releases, Brand Development, Digital Marketing, Digital Strategy, Radio, Content Strategy, Corporate Communications, Strategic Communications, Journalism, Video Production, Video, Copy Editing, Publicity, Content Development
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Edgemont High School 1986 — 1989
Dr. Challoner's Grammar School 1983 — 1985
New Penn Financial, LLC May 2012 - Present
Bank of America March 2009 - April 2012
Envision Lending Group January 2008 - March 2009
Anchor Financial May 2005 - December 2007
Skills
Sales Operations, Sales, Management, Loans, Marketing, Training, Mortgage Lending, New Business Development, Customer Retention, Leadership, Product Management, Real Estate, Finance, Mortgage Banking, Credit
Education
University of Oregon 1996 — 2001
Bachelor of Science (B.S.), Economics
Bank of America June 2012 - Present
Skills
P&L Financial Management, Recruiting, Corporate Communications, Project Implementation, Valuation, Investment Banking, Equities, Financial Modeling, Management Consulting, Reinsurance, Project..., Reporting & Analysis
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.)
University of Pennsylvania
Bachelor of Arts (B.A.)
PepsiCo April 2015 - Present
PepsiCo - Pepsi Beverages Company August 2013 - April 2015
PepsiCo - Pepsi Beverages Company September 2012 - 2013
PepsiCo - Pepsi Beverages Company February 2012 - August 2012
Bank of America January 2009 - December 2011
Costco Wholesale June 2008 - November 2009
DSW Shoes September 2008 - March 2009
Skills
Conversational Spanish, Marketing Communications, Sales Management, Customer Service, Microsoft Office, Banking, Cash, Promotions, Event Management, Research, Sales, PowerPoint, Team Leadership, Business Strategy, Customer Satisfaction, Microsoft Word, Business Development
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2011
Bachlor of Science, Business Administration
Bank of America April 2011 - Present
Bank of America 2002 - 2009
Bank of America 1996 - 2002
Bay View Bank 1992 - 1996
First Nationwide Bank 1988 - 1992
Skills
Risk Management, Change Management, Program Management, Product Management, Strategy, Management, CRM, Six Sigma, Mergers & Acquisitions, Leadership, Banking, Mortgage Lending, Credit, Project Management
Education
University of Pennsylvania
Business Administration
Frances Gorman Enterprises September 1998 - Present
Plannernet January 2010 - Present
On-Site Travel Directors March 2006 - Present
Executive Travel Directors March 2005 - Present
Maritz Travel Company March 1999 - March 2005
Bank of America December 1984 - March 1986
Levi Strauss & Co. January 1984 - December 1984
Levi Strauss & Co. December 1980 - January 1984
Levi Strauss & Co. June 1976 - July 1979
Skills
Event Management, Corporate Communications, Meeting Planning, Corporate Events, Policy, Management, Tourism, Hospitality Management, Food & Beverage, Trade Shows, Incentive Travel, Incentives, Public Relations, Research, Hospitality, Hospitality Industry, Hotels, Event Planning, Sponsorship, Catering, Parties, Resorts, Travel Management, Convention Services, Marketing Communications, Wedding Planning, Location Intelligence, Budgets, Incentive Programs
Education
University of Pennsylvania 1968 — 1972
BA, Political Science, History
Royal Bank September 2012 - Present
TD Bank August 2011 - August 2012
TD Bank Group 2005 - 2008
Bank of America 2002 - 2005
Skills
Mortgage Lending, Loans, Credit, Financial Services, Residential Mortgages, Refinance, Banking, Retail Banking, Lines Of Credit, Mutual Funds, Relationship Management, Investments, Credit Analysis, Debt Consolidation, Commercial Banking, Finance
Education
University of Ottawa / Université d'Ottawa 1996 — 2000
BA, History
Sallie Mae January 2010 - January 2014
Smarter Agent January 2009 - December 2009
JPMorgan Chase August 2007 - October 2008
barclaycard October 2006 - July 2007
Bank of America January 2000 - January 2006
Mercer January 1993 - January 1999
Oliver Wyman January 1990 - January 1992
Skills
Strategy, Analytics, CRM, Cross-functional Team..., Competitive Analysis, Segmentation, Leadership, Market Research, Program Management, Management, Integrated Marketing, Financial Services, Banking, Vendor Management, Credit Cards, Marketing, Product Development, Business Strategy, Executive Management, Strategic Planning, Direct Marketing, Marketing Strategy, Budgets, E-commerce, Portfolio Management, Customer Retention, Strategic Partnerships, Finance
Education
University of Oxford 1990 — 1994
Master of Arts, History and German
University of Oxford 1986 — 1990
Bachelor of Arts, History and German
TD Bank Group December 2011 - Present
Bank of America May 2011 - December 2011
Bank of America July 2003 - May 2011
MBNA Canada January 1999 - December 2003
MBNA Canada November 1997 - January 1999
Sears Canada 1992 - November 1997
Skills
Risk Management, Credit Cards, Banking, Credit, Financial Risk, Credit Risk, Enterprise Risk..., Loans, Portfolio Management, Strategy, Credit Analysis
Education
University of Ottawa / Université d'Ottawa 1990 — 1994
Bachelor, Criminology
Guild Mortgage March 2014 - Present
Wells Fargo Home Mortgage August 1997 - March 2014
Bank of America January 2007 - June 2009
Skills
Loan Origination, VA loans, Mortgage Lending, Residential Mortgages, Mortgage Banking, Jumbo Mortgage, Refinance, Government Loans, FHA financing, Real Estate Financing, First Time Home Buyers, Purchase Financing, Underwriting, Real Estate, FHA, Loans, Relocation, VA Loans
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1993
Bachelor's degree, Finance, Marketing
Kenai Central High School 1985 — 1989
KC Baker International 2010 - Present
Baker Wellness Services 2006 - 2010
Bank of America 2000 - 2001
Skills
Public Speaking, Entrepreneurship, Coaching, Strategic Planning, Feminine Energy..., Empowerment, Social Media, Meditation Teacher, Tantra Yoga Instructor, NIA White Belt..., Facilitator of the Work..., Leadership Development, Team Building, New Business Development, Teaching, Non-profits, Event Planning, Personal Development, Social Media Marketing, Business Strategy, Team Leadership, Meditation, Leadership, Marketing, Training, Program Management, Executive Coaching, Motivational Speaking, Social Networking, Fundraising, Nonprofits, Community Outreach, Small Business, Organizational..., Public Relations, Time Management, Strategy, Workshop Facilitation, Start-ups, Management Consulting, Staff Development, Business Coaching, Event Management, Marketing Strategy, Lifestyle Coaching, Conflict Resolution, Thought Leadership, Life Coaching, Management, Personal Branding
Education
University of Pennsylvania 1996 — 2000
RecoverLINK September 2014 - Present
Federal Reserve Bank of New York April 2012 - September 2014
Federal Reserve Bank of New York May 2006 - August 2012
Bank of America July 2005 - May 2006
Skills
Fixed Income, Financial Modeling, Bloomberg, Agency MBS, Economics, Structured Finance, Housing Finance, Capital Markets, Valuation, Financial Analysis, Derivatives, Quantitative Analytics, Financial Markets, Securities
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Financial Instruments & Markets; Entertainment, Media & Technology
University of Pennsylvania 2001 — 2005
B.A., Economics
Kendall Consulting March 2015 - Present
Palisades Property Management, Inc. October 2014 - May 2015
Montage Restaurants, Inc. October 2014 - May 2015
Umpqua Bank January 2013 - September 2014
Umpqua Bank July 2012 - December 2012
Umpqua Bank April 2012 - July 2012
Web International English September 2011 - March 2012
Umpqua Bank March 2010 - October 2011
Umpqua Bank July 2007 - March 2010
Bank of America July 2001 - July 2007
Skills
Internal Audit, Certified Internal..., Certified Fraud Examiner, Certified Public..., Certified in Control..., Risk Assessment, Internal Controls, Accounting, Compliance, Banking, Fraud, Chartered Global..., CPA, Self Assessment, Financial Reporting, Enterprise Risk..., Sarbanes-Oxley Act, Financial Accounting, Auditing, Risk Management, Information Security, Financial Risk, Credit, Management
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Accounting (with Honors)
ABA National Compliance School 2009 — 2009
Bank of America April 2011 - October 2011
CCG Partners July 2007 - March 2011
Triadigm International January 1994 - July 2007
GE Capital Computer Leasing January 1992 - December 1993
Skills
Business Analysis
Education
University of Pennsylvania
B.A.
J.P. Morgan June 2015 - July 2015
University of Pennsylvania September 2014 - May 2015
Bank of America June 2014 - August 2014
University of Pennsylvania January 2014 - May 2014
Philadelphia Bar Foundation May 2013 - August 2013
Dujour Restaurant June 2012 - July 2012
Drexel University Medical Center June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Analytical Skills, Social Media, Public Speaking, Basel III, Financial Analysis, Financial Regulation
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Systems Science and Engineering, Sophomore
William Penn Charter School 2008 — 2012
High School
Bank of America June 2015 - Present
STA Group January 2013 - June 2015
CME Group October 2012 - January 2013
Bank of America August 2010 - September 2012
Discovery Channel March 2007 - July 2010
Bank of America November 2006 - February 2007
TransUnion Real Estate Services March 2004 - October 2006
JPMorgan Chase March 2003 - November 2003
Kemper Insurance Companies July 2002 - February 2003
Nicor Energy June 2002 - July 2002
Skills
Java, Java Enterprise Edition, Spring, Hibernate, SQL, Design Patterns, Domain Modeling, Domain Driven Design, SOA, Web Services, Multithreading, Agile Methodologies, UML, Test Driven Development, JUnit, EasyMock, Apache Commons, Concurrent Programming, Java Concurrency, JAX-WS, REST, JAXB, XML, XSD, XSLT, EJB, JMS, JPA, JDBC, JCE, Cryptography, JSF, Swing, Java3D, 3D Graphics, Computer Graphics, JSP, Struts, Tomcat, Websphere, Glassfish, Microsoft SQL Server, Oracle 9i, MySQL, Lucene, Solr, Maven, Gradle, Jenkins, Splunk
Education
University of Pennsylvania 1999 — 2000
MS, Computer Science
University of Virginia 1994 — 1998
BA, Mathematics, Computer Science
Stuyvesant High School 1990 — 1994
High School
ZAG Interactive 2012 - Present
Bank of America 2004 - August 2012
Innovative Internet Marketing Solutions 2000 - 2004
Group 4 Design 1999 - 2000
Raytel Medical Corporation 1996 - 1999
Skills
Digital Marketing, Interactive Marketing, Social Media Marketing, Vendor Management, Marketing Communications, Project Management, Web Strategy, Global Marketing, Technical Specification, SEO, Search Engine Ranking, Social Media, Google Adwords, User Experience, Metrics Reporting, WebTrends Analytics, Coremetrics Analytics, Google Webmaster Tools, Google Analytics, Email Marketing, SEM, Strategy, Marketing, Campaign Management, B2B, Web Analytics, Mobile Marketing, Integrated Marketing, Digital Strategy, Online Marketing, Online Advertising, Web Content Management, Content Strategy, B2B Marketing, Marketing Strategy, Multi-channel Marketing, Information Architecture, Web Project Management, Interactive Advertising, Web Design, Advertising, Web Development, Management
Education
University of Pennsylvania 1992 — 1996
BA, Marketing, Communications
J.P. Morgan October 2013 - Present
Bank of America September 2012 - October 2013
TD Bank Group November 2011 - September 2012
REI June 2008 - October 2011
Skills
Sales, Banking, Loans, Customer Service, Teamwork, Business Writing, CRM, Time Management, Sales Management, Business Analysis, Finance
Education
Villanova University 2010 — 2013
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
University of Pennsylvania 2009 — 2010
Postbaccalaureate, Classics and Classical Languages, Literatures, and Linguistics
University of Maryland College Park 2004 — 2009
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Farmers Insurance & Financial Services September 2012 - Present
Campaign for Working Families September 2006 - May 2012
Bank of America January 1993 - May 2004
Skills
Renters, Customer Service, RV, Homeowners, Umbrella Insurance, Flood Insurance, Whole Life, Universal Life, Term Life Insurance, Watercraft, Microsoft Excel
Education
University of Pennsylvania 1980 — 1985
BBA, Marketing/Finance
TD January 2014 - Present
TD January 2012 - January 2014
Bank of America November 2010 - January 2012
Bank of America 2009 - 2010
mbna- bank of america 2007 - 2009
Skills
Banking, Relationship Management, Risk Management, Vendor Management, Business Analysis, Financial Services, Project Management, Credit Cards, Process Improvement, Strategic Planning, Sales, Digital Marketing, Digital Strategy, Program Management, Acquisition Integration, Business Integration, Mobile Payments, Payments, Communication, Mergers & Acquisitions, Software Project..., Internet Banking, Analytics, IT Strategy
Education
Université d'Ottawa 1999 — 2001
Industrial Relations, Industrial Relations
Cegep de l'Abitibi-Temiscamingue 1996 — 1998
DEC sc. humaines, DEC sc. humaines
JPMorgan Chase March 2014 - Present
JPMorgan Chase September 2011 - February 2014
Bank of America December 2009 - August 2011
Bank of America 2006 - 2008
Bank of America 2006 - 2008
Bank of America 2006 - 2006
Skills
Credit, Product Development, Portfolio Management, Banking, Operations Management, Operational Excellence, New Business Development, Business Development, Sales, Business Analysis, Vendor Management, Negotiation, Analytics, Credit Risk, Team Building, Leadership, Process Improvement, Credit Cards, Change Management, Strategic Planning, Management, Risk Management, Strategy, Relationship Management, Call Centers, Customer Experience, Financial Services, Executive Management, CRM, Business Process..., Outsourcing, Cross-functional Team..., Program Management, Analysis, Business Strategy, P&L Management, Customer Satisfaction, Marketing, Financial Analysis, Forecasting
Education
University of Ottawa / Université d'Ottawa 1989 — 1994
Business Administration, Business Administration and Management, General
SFDCI
SFDCI
Blue Fire Capital October 2010 - July 2012
Endeavor Trading LLC March 2008 - August 2010
Bank of America June 2007 - March 2008
Magnetar Capital June 2006 - February 2007
Citadel Investment Group July 2002 - May 2006
eServGlobal February 1999 - June 2002
Skills
Trading Systems, C++, x86 Assembly, X86_64, iPhone, Apple, Mac OS X, Linux, Linux Kernel, Java, Concurrent Programming, Objective-C, Object Oriented Design, Low Latency, Statistics, Statistical Modeling, Multithreading, Multivariate Statistics, Multivariable Calculus, functional programming, Lisp, Haskell, ML, Perl, Electronic Trading, Market Data, Python
Education
University of Otago 1995 — 1998
BSc (Hons), Computer Science
Petone College 1994 — 1994
Hutt Valley Memorial College 1990 — 1994
GILLIS WAY & CAMPBELL September 2015 - Present
James, McElroy & Diehl, P.A. October 2013 - August 2015
Winn-Dixie Stores, Inc. / BI-LO, LLC May 2013 - August 2013
Gillis Way, LLP May 2013 - August 2013
Bank of America January 2012 - July 2012
Winn Dixie Stores January 2008 - January 2012
Skills
Litigation, Corporate Law, Legal Research, Commercial Litigation, Mediation, Legal Writing, Intellectual Property, Legal Assistance, Litigation Management, Courts, Corporate Governance, Personal Injury, Civil Litigation, Employment Law
Education
University of Oxford 2014 — 2014
International Law and Legal Studies
University of Vienna 2014 — 2014
International Business Law
Charlotte School of Law 2012 — 2014
Juris Doctor (JD)
American Military University 2008 — 2012
BA with Honors, Political Science/Homeland Security, 3.75
Battery Ventures August 2015 - Present
Bank of America June 2014 - August 2014
Bessemer Venture Partners June 2013 - August 2013
Dynamic Yield July 2013 - July 2013
Fiverr (Fiverr.com) June 2013 - June 2013
Big Bear Tutoring June 2011 - August 2012
Office of the General Counsel of the University of Pennsylvania January 2012 - April 2012
Skills
Entrepreneurship, Public Speaking, Research, Business Development, Strategy, Venture Capital, Start-ups, Microsoft Excel, Nonprofits, Data Analysis, Business Strategy, Sales
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Science, Technology and Society
Landon 2002 — 2011
High School Diploma
KCG Holdings, Inc. May 2014 - Present
Bank of America September 2013 - May 2014
Goldman Sachs April 2012 - August 2013
UBS Investment Bank July 2007 - March 2012
Skills
Trading, Fixed Income, Electronic Trading, Microsoft SQL Server, Data Analysis, Options, Visual Basic, Databases, FINRA, Equities, Hedge Funds, Series 7, Series 3, Series 63, Asset Management, Futures Trading, Investments, Options Strategies, Equity Derivatives
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Economics- Concentrations in Finance and Marketing, Minor in Classical Studies
Digital Reasoning November 2014 - Present
Beowulf Research September 2013 - Present
Spartus Capital Management August 2011 - May 2013
Citi January 2010 - August 2011
Indiana Public Retirement System June 2009 - November 2009
Vanderbilt University August 2004 - March 2008
BNP Paribas November 1997 - December 2000
Bank of America January 1997 - November 1997
Lehman Brothers April 1994 - July 1995
Credit Suisse June 1992 - April 1994
Skills
Derivatives, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Trading, Quantitative Research, Proprietary Trading, Machine Learning, Asset Management, Neural Networks, Options, Bonds, Financial Risk, Equity Derivatives, Portfolio Optimization, Investment Management, Statistical Modeling, Interest Rate..., Financial Analysis, Financial Modeling, Data Science, Quantitative Investment..., Alternative Investments, Quantitative Risk..., Global Tactical Asset..., Risk Management, Investments
Education
University of Pennsylvania 1988 — 1996
Doctor of Philosophy (PhD), Electrical Engineering
University of Pennsylvania 1988 — 1992
Master of Science (M.Sc.), Electrical Engineering
University of Pennsylvania 1984 — 1988
Bachelor of Science (BSc), Electrical Engineering
Pinnalce Captial Mortgage May 2010 - Present
Westcorp Mortgage Group May 2002 - May 2010
Columbia River Bank Mortgage Group December 1999 - May 2002
Wells Fargo Home Mortgage September 1995 - December 1999
Norwest Mortgage April 1991 - September 1995
Bank of America November 1989 - April 1991
Benj. Franklin Federal Savings & Loan June 1985 - November 1989
Western Heritage Federal Savings and Loan Assoc. September 1979 - June 1985
Skills
Mortgage, Loans, FHA, Mortgage Lending, Conventional, Mortgage Banking, VA, Home, Real Estate, Loan Origination, Loan Structuring, Referrals, Residential, Purchase, Refinance, Mortgage Industry, Customer Service, Credit Analysis, Single Family Homes, USDA, Conforming, Reverse Mortgages, VA loans, First Time Home Buyers, Residential Homes, Construction Loans, FHA financing, Investment Properties, Sellers, Residential Mortgages, Sales, Financial Structuring, Commercial Mortgages, Underwriting
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1979
Bachelor of Science (BS), Finance, General
Blue Mountain Community College 1975 — 1977
AA, General Studies
The Norman Group May 2009 - Present
Bank of America 2007 - 2009
Bank of America 1996 - 2007
The Frustum Group 1990 - 1994
Fidelity Bank 1981 - 1990
Skills
Payments, SWIFT, Messaging, Treasury Management, Strategic Planning, Program Management, Project Management, SWIFT payments, Change Management, Banking, Leadership, Business Intelligence, Business Process, Management, Mergers & Acquisitions, Process Improvement, Creative Problem Solving, Risk Management
Education
University of Pennsylvania 1974 — 1978
SurveyMonkey March 2015 - Present
SurveyMonkey December 2011 - March 2015
Bank of America April 2010 - December 2011
Wells Fargo Financial September 2009 - April 2010
Lithia Motors July 2008 - September 2008
Skills
Sales Process, Sales Management, Sales, Customer Service, B2B, Leadership, Management, Market Research, Microsoft Office, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Science, Business Administration
TD Wealth Management July 2012 - Present
Dollar Financial Group September 2011 - April 2012
Bank of America January 2010 - September 2010
A. Qasem & Co. January 2003 - August 2006
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Teamwork, Microsoft Word, Customer Service, PowerPoint, Tax, Analysis, Internal Controls, Trading, Mutual Funds, Equities, Equity Capital Markets, Equity Trading, Fixed Income, Investments
Education
Canadian Securities Institute 2012 — 2013
CSC, CPH, DFOL., Banking and Financial Support Services
University of Ottawa 2008 — 2010
Professional Certification, Accounting
National University of Bangladesh 1999 — 2002
Bachelor of Commerce (BCom), Accounting
National University Bangladesh
Master's Degree, Accounting
CFA LEVEL 1 Candidate
CFA
Wells Fargo Advisors October 2014 - Present
Merrill Lynch May 2004 - October 2014
Bank of America January 2002 - May 2004
Credit Suisse January 2000 - December 2001
Skills
French American..., Asset Allocation, Portfolio Management, Estate Planning, Retirement Planning, Estate Tax Planning
Education
Université Panthéon Sorbonne (Paris I) / IAE Paris 1991 — 1992
DESS - MBA, Business Administration and Management, General
South State Bank September 2014 - Present
Bank of America September 2010 - October 2013
Education
University of Pennsylvania
First Tech Federal Credit Union September 2014 - Present
Bank of America December 2012 - August 2014
US Bank September 2010 - December 2012
Wells Fargo Financial September 2009 - September 2010
Keller Williams Realty June 2005 - September 2009
Skills
Financial Analysis, Customer Service, Sales, Leadership, Marketing, FHA, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Team Building, Management, Microsoft Word, Budgets, Coaching, Strategic Planning, Salesforce.com, Investment Properties, Sales Management, Selling, Account Management, Contract Negotiation, Negotiation, Mortgage Underwriting
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Arts (B.A.)
Marist Catholic High School 1998 — 2002
High School Diploma - Honors
SI Global Holdings (Skills International) February 2013 - Present
Xerox December 2011 - Present
ACS July 2008 - December 2011
Hewitt Associates February 2005 - June 2008
Bank of America November 2002 - February 2005
e-PeopleServe August 2000 - October 2001
Skills
Outsourcing, Administration, Service Delivery, Process Improvement, Operations Management, Process Engineering, Process Management, Product Development, Product Management, M&A experience, M&A due diligence, Executive Management, Global Sourcing, Global Operations, Global Business..., Global Strategy, Global Marketing, Change Management, Organizational Change, Organizational..., Leading Change, Senior Executive..., Strategy, Globalization, Strategic Planning, Team Leadership, Program Management, Business Strategy, Business Development, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Financial Services, Acquisition Integration, Strategic Leadership, Operational Excellence, Offshoring, Call Centers, Business Process..., Vendor Management, Human Resources, BPO, Leadership, CRM, Management, Business Transformation, IT Strategy, Performance Management, Six Sigma, Strategic Partnerships
Education
University of Ottawa 1994 — 1996
MBA, Business Administration
University of Ottawa 1988 — 1989
Certificate, Business Administration
University of Ottawa 1985 — 1988
B. Soc. Sci., Economics
Wells Fargo November 2013 - December 2014
Deutsche Bank Securities June 2008 - January 2009
Bank of America November 2004 - June 2008
Deutsche Bank October 2000 - July 2004
WinMill Software August 1999 - July 2000
Skills
Middle Office, Project Management, Databases, Fixed Income, Credit Derivatives, Agile Methodologies, Risk Management, Trading, Derivatives, PMO, Requirements Gathering, Management, Business Analysis, CRM, Financial Services, Business Requirements, Trading Systems, Equity Derivatives, Investment Banking
Education
University of Pennsylvania 1996 — 1999
B.A., Mathematics
Microsoft June 2015 - Present
Microsoft May 2013 - August 2013
Willow Garage June 2011 - August 2011
IBM September 2009 - August 2011
IBM June 2008 - September 2008
Bank of America June 2007 - August 2007
Skills
Dojo, Invention, Python, Java, Distributed Systems, Software Development, C++, jQuery, Computer Science, Artificial Intelligence, Hadoop, Design Patterns, Matlab, Web Applications, HTML 5, Operating Systems, Open Source, Software Engineering, Algorithms, Integration, Eclipse, Perl, Linux, Machine Learning
Education
Brown University 2011 — 2016
Doctor of Philosophy (PhD), Computer Science
University of Oxford 2005 — 2009
MMathComp, Mathematics, Computer Science
Mi Ola Surf April 2010 - Present
Chanel January 2007 - February 2010
Ferragamo April 2006 - August 2006
Zac Posen May 2005 - January 2006
Bank of America March 2001 - August 2004
IAM.COM August 1999 - January 2001
Hearst Corporation July 1997 - August 1999
Think New Ideas September 1996 - July 1997
Skills
Direct Marketing, Branding & Identity, Editing, Marketing Strategy, Marketing, Brand Management, Digital Marketing, Competitive Analysis, Social Media, Online Advertising, Fashion, Social Media Marketing, Product Marketing, Strategic Planning, Market Research, Retail, Product Development, Digital Strategy, Marketing Communications, Digital Media, Business Development, Management, Strategy, Start-ups, E-commerce, Online Marketing, Brand Development, Integrated Marketing, Email Marketing, Strategic Partnerships, Advertising, Budgets, Business Strategy
Education
NYU Stern 2004 — 2006
MBA, Finance and Entrepreneurship
University of Pennsylvania 1990 — 1994
Bachelor of Science (BS), Biological Basis of Behavior (specialty Neuropsychology)
FastTrac
BS, Biological Basis of Behavior, Neuropsychology tract
Adaptive Learning Center March 2010 - Present
Ironwood Insurance Services December 2007 - February 2010
Sterling Risk Advisors October 2004 - December 2007
United Way of Metropolitan Atlanta August 2007 - November 2007
CSP Enterprises September 1995 - August 2004
Bank of America 1987 - 1993
Skills
Fundraising, Non-profits, Insurance, Strategic Planning, Entrepreneurship, Training, Small Business, Coaching, Public Speaking, Healthcare, Program Management, Budgets, Commercial Insurance, Customer Service, Volunteer Management, Leadership, Community Outreach, Team Building, Project Management, Marketing, Program Development, Business Development, New Business Development, Marketing Strategy, Nonprofits, Leadership Development, Event Planning, Management
Education
Virginia Military Institute 1982 — 1986
BA, English
University of Oxford 1985 — 1985
English
Westminster 1979 — 1982
SWERVE Fitness June 2013 - Present
Bank of America June 2011 - June 2013
Bank of America June 2009 - June 2011
Bank of America June 2007 - August 2007
Skills
Equities, Sales, Equity Derivatives, Investments, Financial Analysis, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Securities
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Economics
Vertafore January 2009 - Present
Bank of America 1998 - 2011
GMT June 2008 - October 2008
CheckFree December 2007 - April 2008
Intuit July 2004 - December 2007
Japan Exchange and Teaching Program July 2002 - July 2003
Pfizer September 2001 - June 2002
Deloitte Consulting March 2001 - September 2001
Skills
Software Implementation, Training Delivery, Written & Oral..., Project Management, Business Analysis, Requirements Analysis, Visio, Software Project..., IT Management, Training, Analysis, Software Documentation, SDLC, Business Process, SharePoint, SaaS, Leadership, Scrum, Testing, Management, Integration, Enterprise Software
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts, International Relations and Asian and Middle Eastern Studies
NASA September 2007 - November 2009
D & S Group 2006 - 2007
ICx Technologies 2005 - 2006
ManTech International Corporation 2003 - 2005
Alpine Partners 2002 - 2003
Optinel Systems, Inc. 2000 - 2002
Harris Corporation 1994 - 2000
ICF Kaiser International 1990 - 1994
Lehman Brothers 1985 - 1990
Bank of America 1980 - 1985
Skills
Strategic Planning, Mergers, Venture Capital
Education
University of Pennsylvania 1978 — 1980
MS Engineering
University of Pennsylvania - The Wharton School 1978 — 1980
MBA
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics
Bank of America May 2015 - Present
Bank of America May 2013 - May 2015
JPMorgan Chase April 2012 - May 2013
Bank of America Merrill Lynch September 2010 - April 2012
Newedge August 2008 - September 2010
Newedge August 2007 - August 2008
ShopLocal, LLC February 2007 - August 2007
Merrill Lynch Capital August 2006 - February 2007
Fimat USA, LLC May 2005 - August 2006
Moody's Investors Service November 2001 - May 2005
Skills
Fixed Income, C#, Bloomberg, Derivatives, Microsoft SQL Server, SQL, Business Analysis, .NET, Trading Systems, XML, Equities, Java, VBA, JavaScript, Software Development, Databases, Web Applications
Education
University of Pennsylvania 1994 — 1998
BSE/BAS, Operations and Information Management, and Systems Engineering
Royal Caribbean Cruises, Ltd. March 2014 - Present
HVS April 2013 - March 2014
HVS March 2011 - April 2013
HVS May 2011 - August 2012
PK Management Group January 2010 - February 2011
Wines for Humanity September 2009 - January 2011
Tishman Construction, an AECOM Company June 2006 - April 2009
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - August 2005
Stop & Shop 1999 - 2001
Bank of America 1996 - 1996
Skills
Market Research, Market Analysis, Social Media Marketing, Budgets, Event Planning, Real Estate Development, Leadership, Business Development, Training, Marketing Communications, Hospitality Industry, Tourism, Hospitality, Event Management, Hotels, Strategic Planning, Public Relations, Project Planning, Real Estate, Resorts, Project Management, Revenue Analysis, Hospitality Management, Management
Education
New York University 2005 — 2008
Master of Science (M.S.), Hospitality
University of Pennsylvania 1997 — 2001
B.A., Communications
Brooks School
Preparatory High School
Bank of America August 2012 - Present
Bank of America September 2010 - August 2012
Bank of America August 2009 - September 2010
Bank of America December 2005 - August 2009
USC Consulting Group August 2004 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, SDLC, Business Process, Process Improvement, Change Management, Project Portfolio..., Project Delivery, Business Process...
Education
University of Pennsylvania 1996 — 2002
Bank of America July 2014 - Present
Charlotte Mecklenburg Schools April 2007 - July 2014
Macedonia Family & Community Enrichment Center January 2001 - September 2006
Allegheny County Court of Common Pleas June 1993 - December 2000
Skills
Coaching, Community Outreach, Training, Curriculum Design, Fundraising, Event Planning, Recruiting, Editing, Teaching, Research, PowerPoint, Event Management, Employee Relations, Organization Development, Leadership, Legal Writing, Grant Writing, Strategic Planning
Education
McColl School of Business at Queens University of Charlotte 2012 — 2013
Master of Science (MS), Organization Development
University of Pittsburgh School of Law 1985 — 1988
Doctor of Law (JD)
University of Pennsylvania 1981 — 1984
Bachelor of Arts (BA), Sociology
Bank Of America 2000 - Present
Education
University of Oxford
WFI October 2010 - December 2011
WFI November 2005 - October 2010
WFI May 2004 - March 2005
SBA Communications February 2002 - August 2002
SBA Communications January 2001 - February 2002
SBA Communications July 1999 - December 2000
Apex Roof Truss & Momb Steel Buildings January 1994 - December 1998
Bank of America September 1992 - December 1993
Education
University of Oregon - Charles H. Lundquist College of Business 1988 — 1992
Bachelor of Science, Finance & Marketing
Bank of America Merrill Lynch August 2014 - Present
Bank of America January 2004 - Present
Bank of America Merrill Lynch February 2010 - July 2014
McKinsey & Company January 2000 - January 2004
Mitchell Madison Group January 1996 - December 1999
U.S. Department of State 1989 - 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, History
Duke Energy Corporation April 2014 - Present
Bank of America May 2013 - December 2013
Bank of America July 2012 - May 2013
Bank of America September 2010 - July 2012
Bank of America May 2009 - September 2010
Bank of America July 2007 - March 2009
Bank of America July 2005 - July 2007
Bank of America June 2002 - June 2005
Core Technology Partners January 2000 - May 2002
TORONTO STOCK EXCHANGE October 1993 - January 2000
Skills
Six Sigma, SDLC, Change Management, Business Analysis, Process Improvement, SharePoint, Financial Analysis, Program Management, Banking, Project Management, Software Documentation, Visio, Business Process..., Analysis, Business Process..., Portfolio Management, Financial Services, Strategy
Education
University of Ottawa / Université d'Ottawa 1988 — 1993
Bachelor of Business Administration (B.B.A.)
Cairine Wilson S.S. 1984 — 1988
High School Degree
Bank of America 2010 - Present
University of Pennsylvania February 2010 - April 2010
University of Pennsylvania September 2008 - January 2009
Electronic Arts 2009 - 2009
Cognizant Technology Solutions November 2007 - August 2008
Skills
Java, Distributed Systems, C++, SQL, Unix, XML, JavaScript, Agile Methodologies, Eclipse, JSP, Software Development, Databases, Oracle, PL/SQL, Software Engineering
Education
University of Pennsylvania 2008 — 2010
MS, Computer and Information Science
Kalinga Institute of Industrial Technology 2003 — 2007
BTECH, COMPUTER SCIENCE
Bank of America Merrill Lynch January 2009 - Present
Bank of America November 2005 - December 2008
Thomson Financial April 2005 - November 2005
Sidley Austin 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
Politics, Philosophy & Economics
AmeriHome Mortgage Company March 2014 - Present
Bank of America March 2012 - Present
Bank of America July 2009 - March 2012
Bank of America June 2008 - July 2009
Countrywide Financial November 2005 - June 2008
Skills
Options, Structured Finance, Loans, Mortgage, Risk Management, Investments, Portfolio Management, Fixed Income, Capital Markets, Credit Risk, Financial Risk, Credit Analysis, Financial Modeling, Credit, Valuation, Bonds, Loan Origination, Investment Banking, Derivatives, Financial Structuring, Asset Management, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Residential Mortgages, Pricing Strategy, Pricing, Secondary Mortgage..., Best Execution, GSE
Education
University of Pennsylvania 1998 — 2002
Bank of America May 2006 - Present
ABN AMRO July 2002 - May 2006
Macquarie Bank October 2000 - June 2002
Ernst & Young January 1995 - October 2000
Skills
Financial Modeling, Corporate Finance, Capital Markets, Hedge Funds, Structured Finance, Investment Banking, Securitization, Fixed Income, Structured Products, Financial Structuring, Banking, Finance, Risk Management, Derivatives, Equities, Securities
Education
University of Otago 1990 — 1994
LLB (Hons)
University of Otago 1990 — 1994
Bcom, Finance
Citigroup January 2010 - Present
Bank of America August 2006 - January 2010
Liberty Ermitage 2003 - 2006
Bear Stearns 1996 - 2002
Education
University of Pennsylvania 1992 — 1996
BA, Economics, Mathematics
Bank of America Senior PartnerKeswick Associates1995 - 2001
Keswick Associates 1995 - 2001
Education
University of Pennsylvania 1979 — 1983
Bank of America October 2011 - Present
Pacific Union Financial 2008 - September 2011
Golden Gateway Financial 2007 - 2008
Washington Mutual, Inc. 1998 - 2007
Beneficial Mortgage Company 1980 - 1998
Skills
Mortgage Banking, Mortgage Lending, Reverse Mortgages, FHA, Loans, Underwriting, Leadership, Selling, Finance, Refinance, Loan Origination, USDA, Sales, VA loans, Mortgage Servicing, Banking, Loss Mitigation, FHA financing, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Credit, Loan Servicing, Real Estate Financing, Government Loans, Consumer Lending, Commercial Mortgages, Home Equity Loans, Certified Mortgage..., VA Loans, FHA Financing
Education
University of San Francisco 1976 — 1980
BA, Psychology
University of Oxford 1978 — 1979
Blackfriars Hall
LaRoche Research Partners LLC 2006 - Present
LaRoche & Associates LLC 2000 - 2004
Thomas Weisel Partners 1999 - 2000
Montgomery Securities 1996 - 1999
Bank of America 1992 - 1996
Skills
New Business Development, Start-ups, Strategy, Management, Business Strategy, Entrepreneurship, Capital Markets, Business Development, Marketing Strategy
Education
University of Pennsylvania 1987 — 1990
B.A., Mathematics and Philosophy
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
Bank of America June 2014 - Present
Bank of America March 2011 - June 2014
Bank of America January 2009 - March 2011
Bank of America April 2007 - January 2009
Bank of America August 2003 - April 2007
JPMorgan Chase December 2001 - July 2003
JPMorgan Chase June 2000 - December 2001
Eastern Research Group, Inc. (ERG) February 1997 - August 1998
Athavale, Lystad & Associates, Inc. May 1995 - February 1997
GZA GeoEnvironmental May 1993 - May 1995
Skills
Portfolio Management, Program Management, Project Management, Change Management, PMO, Executive Reporting, Process Improvement, Process Design, Process Analysis, Testing, UAT coordination, CA Clarity, MS Project, Quality Center, Access Database, Microsoft Excel, Visual Basic, SQL, SharePoint, SharePoint Designer, Collaboration, PowerPoint, Six Sigma
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Information Systems, Marketing; Certificate in "The Digital Economy"
University of Pennsylvania 1989 — 1993
BSE, Civil Engineering
Thomas Jefferson High School for Science and Technology 1985 — 1989
Bank of America June 2011 - Present
ViewPoint Bank February 2010 - June 2011
Cost Advisors July 2006 - May 2009
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2005
Master, Accounting
Bank of America March 2011 - Present
Yodle August 2009 - March 2011
Accenture May 2007 - January 2009
Various 1994 - 2007
Highbridge Capital Management May 2006 - July 2006
Bear Stearns August 2004 - October 2005
Skills
Perl, XML, Python
Education
University of Pennsylvania 2000 — 2004
BSE, Computer Science & Engineering
Stuyvesant High School 1996 — 2000
HS Diploma, Science and Mathematics
PHH Corporation 2012 - Present
Bank of America March 2010 - September 2012
Bank of America May 2008 - March 2010
Skills
Six Sigma, Risk Management, Financial Services, Project Management, Risk Assessment, Series 7, Compliance, Fixed Income, Management, Operational Risk, Investment Banking, Process Improvement, Banking, Organizational Dynamics, Credit, Analytics, Business Analysis, Middle Office, Strategy, Regulatory Requirements, Internal Audit, Mortgage Servicing, Mortgage Underwriting
Education
University of Pennsylvania
Master of Science (M.S.), Organizational Dynamics
Bank of America March 2003 - Present
Comprehensive Genealogy Services 2006 - 2011
Citigroup 2001 - 2003
Skills
Credit Analysis, Banking, Customer Service, Public Speaking, Risk Management, Strategic Planning, Credit, Loans, Commercial Banking
Education
University of Virginia Darden School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
University of Pennsylvania 1978 — 1982
BA, Economics
DLA Piper November 2014 - Present
Bryan Cave August 2012 - October 2014
Brown Rudnick October 2010 - August 2012
International Bridges to Justice November 2009 - November 2010
Brown Rudnick May 2008 - August 2008
The Bronx Defenders May 2007 - August 2007
NAACP Legal Defense and Educational Fund, Inc. January 2007 - February 2007
Citigroup June 2006 - August 2006
Bank of America May 2003 - August 2005
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Communications, French, Linguistics
The Kingswood-Oxford School 1998 — 2002
Sun Life Financial October 2011 - Present
Sun Life Financial February 2008 - October 2011
Bank of America March 2000 - January 2008
Ginsberg Gingras and Associates March 1997 - March 2000
Skills
Call Center, Vendor Management, Credit Cards, Process Improvement, Customer Experience, Insurance, Relationship Management, Banking, Risk Management, Change Management, Customer Retention, Operations Management, Business Process..., Portfolio Management, Customer Service, Team Leadership, Management, Project Management, Call Centers, Leadership, Outsourcing, Business Analysis, Strategy, Performance Management, Financial Services, Coaching
Education
University of Ottawa / Université d'Ottawa 1991 — 1995
Bachelor of Social Science, Economics and Geography
Ericsson January 2013 - Present
Bank of America September 2009 - December 2012
Skanadario / Goodman Supply October 2003 - October 2010
Cap Gemini Ernst & Young September 2000 - September 2003
Cbeyond December 2001 - July 2002
Wharton Small Business Development Center May 1999 - May 2000
American Management Systems (AMS) August 1995 - July 1998
Skills
Strategy, Business Development, Sales Management, Business Planning, Merchandising, Marketing Strategy, Process Improvement, Project Management, Management Consulting, Sales, Finance, New Business Development, Telecommunications, CRM, Entrepreneurship, Strategic Planning, Human Resources, Start-ups, Business Process..., Business Analysis, Financial Modeling, Business Process, Program Management, Consulting, Management, Operations Management, Product Management, Business Strategy, Competitive Analysis, Customer Service
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Strategy, Entrpreneurial Management
University of Pennsylvania 1991 — 1995
BSE, OPIM (Operations & Information Management, Finance
Richardson High School 1988 — 1991
Bank of America December 2005 - Present
Union Pacific Railroad October 2004 - December 2005
Pentagon Federal Credit Union January 2001 - December 2003
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Commercial Lending, Retail Banking, Consumer Lending, Small Business Lending, Credit Risk, Portfolio Management, Mortgage Banking, Credit Cards, Risk Management
Education
University of Oregon 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Mckenzie River High School 1995 — 2000
Sibley Hospital September 2009 - Present
Sparks January 2008 - March 2009
Marriott International June 2007 - December 2007
Wells Fargo February 2005 - June 2007
Bank of America 2005 - 2006
Fannie Mae 1994 - 1998
Education
University of Pennsylvania
BA, Political Science, English Minor
University of Pennsylvania - The Wharton School
BA and MBA, Political Science undergrad; Finance Grad
DollarLink Parent VolunteerLick-Wilmerding High School2002 - 2008
Bank of America 1985 - 1990
Skills
Public Speaking, Fundraising, Program Management, Strategy, Nonprofits, Social Media, Non-profits, Microsoft Office, Strategic Planning, Grant Writing
Education
University of Pennsylvania 1981 — 1983
MBA, Management
Yale University 1974 — 1978
BA, Economics and Political Science
Bennett High School
Bank of America February 2007 - Present
Skills
Business Intelligence, Data Warehousing, Data Integration, Data Modeling, ETL, Oracle, Requirements Analysis, SDLC
Education
University of Ottawa
MS, Computer Science
Bank of America September 2015 - Present
Bank of America February 2014 - September 2015
Bank of America March 2010 - February 2014
Education
University of Otago
US Trust/Bank of America Corproation 2005 - Present
Bank of America January 1980 - 2011
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1980
MBA, Finance
Xerox Business Services February 2003 - Present
Governmentum, LLC January 2002 - February 2003
Bank of America December 1998 - January 2002
Office of Management and Budget January 1996 - December 1998
Department of Treasury January 1994 - January 1996
Skills
Business Process, Program Management, Process Improvement, Business Process..., Business Analysis, Project Management, Change Management, Outsourcing, Vendor Management, Business Development, Financial Analysis, BPO, Cross-functional Team..., Operations Management, New Business Development, Strategy, Strategic Planning, Contract Negotiation, Leadership, IT Management, Integration, Budgets, Executive Management, Risk Management, Management Consulting, Analysis, Mergers & Acquisitions, Business Strategy, CRM, Data Analytics, Product Management, SaaS, IT Strategy, Business Intelligence, Management, Start-ups, Enterprise Software, Professional Services, Governance, Government, SDLC, Team Leadership, Team Building, Software Project..., Cloud Computing, Proposal Writing, Requirements Analysis
Education
University of Pennsylvania 1988 — 1993
BA; MGA, Mathematics, Government
TD Bank Group March 2013 - Present
TD Bank Group December 2011 - March 2013
Bank of America January 2006 - December 2011
Insurance Pay (MBNA Canada Bank) 2004 - 2006
MBNA Canada Bank 1999 - 2004
Arthur Andersen 1995 - 1999
Arthur Andersen 1994 - 1999
Office of the Auditor General of Canada 1992 - 1994
Skills
Risk Management, Financial Analysis, Consumer Behavior, Risk, Credit, Portfolio Management, Credit Cards, Operational Risk, Enterprise Risk..., Operational Risk..., Reporting & Analysis, Financial Management, Retail Banking, Risk Analysis, Credit Analysis, Market Risk, Banking, Basel II, Underwriting, Credit Risk
Education
University of Ottawa 1990 — 1994
Bachelor of Commerce (Magna Cum Laude), Commerce (Accounting Co-op)
Ares Management August 2013 - Present
Credit Suisse July 2011 - July 2013
Bank of America July 2010 - August 2010
Tengion 2009 - 2009
Talon Group May 2008 - August 2008
Skills
Private Equity, Leveraged Finance, Valuation, Financial Analysis, Investment Banking, Restructuring, Financial Modeling, Due Diligence, Investments, Data Analysis, Corporate Finance
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Biological Basis of Behavior
TD Bank Group December 2011 - Present
Bank of America 2008 - January 2012
Bank of America 2004 - 2007
Bank of America 2003 - 2004
Bank of America 2002 - 2003
Bank of America 2000 - 2002
Skills
Credit Risk, Financial Analysis, Financial Risk, Risk Analysis, Risk Management, Management, SAS, Team Leadership, Cross-border, Change Management, Credit Cards, Data Analysis, Business Analysis, Analytics, Executive Reporting, Reporting & Analysis, Governance, Databases
Education
University of Ottawa 1995 — 1999
BComm, Finance/Human Resources
TD June 2014 - Present
TD Bank Group January 2010 - June 2014
Bank of America January 2010 - November 2010
Bank of America January 2007 - December 2009
Bank of America January 2006 - December 2006
Skills
Call Centers, Banking, Credit Cards, Customer Experience, Management, Sales, Customer Service, Relationship Management, Credit, Financial Services, Loans, Credit Risk, Vendor Management, Risk Management, Payments, Business Analysis
Education
University of Ottawa / Université d'Ottawa 1995 — 2000
Bachelor of social science, Leisure studies
Calera Capital July 2014 - Present
Greenhill & Co. June 2012 - July 2014
Sagent Advisors June 2011 - August 2011
Bank of America June 2010 - August 2010
Pacific National Bank May 2009 - August 2009
Nanosciences and Nanoengineering Institute at UC Berkeley June 2007 - July 2007
Skills
Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
CVS Health June 2014 - Present
The Wharton School August 2012 - May 2014
Oliver Wyman September 2009 - June 2012
Bank of America June 2007 - August 2007
Skills
Management Consulting, Business Strategy, Financial Analysis, Strategy, Data Analysis, Strategic Consulting, Private Equity, Strategic Planning, Entrepreneurship, Analysis, Mergers & Acquisitions
Education
University of Pennsylvania 2005 — 2009
BA/BS, Finance, International Studies
Bird Richard June 2013 - Present
Bird Richard July 2012 - June 2013
Osgoode Hall Law School May 2010 - April 2012
African Canadian Legal Clinic May 2011 - August 2011
Bank of America June 2008 - August 2009
Skills
Legal Writing, Employment Law, Administrative Law, Mediation, Human Rights, Westlaw, Civil Litigation, Qualitative Research, Human Rights Law, Employee Relations, Labour Law, Legal Research, Litigation, Legal Advice, Arbitration, Quicklaw, PCLaw
Education
York University - Osgoode Hall Law School 2009 — 2012
JD, Law
University of Ottawa / Université d'Ottawa 2005 — 2008
BA. Hons, Communications, Conc. International Relations and Global Politics, Magna Cum Laude
ADP April 2014 - Present
Sears Canada August 2012 - April 2014
CIBC January 2012 - June 2012
President's Choice Financial July 2010 - January 2012
Caterpillar Financial Services Ltd. November 2008 - July 2010
Symcor September 2007 - November 2008
Bank of America January 2004 - September 2007
Bank of America 2001 - 2004
Skills
CRM, Process Improvement, Risk Management, Business Analysis, Change Management, Management, Leadership, Outsourcing, Business Intelligence, Requirements Analysis, Team Leadership, Training, Call Centers, Banking, Business Development, Finance, Credit, Team Building, Financial Services, Vendor Management, Account Management, Business Process..., Customer Experience, Strategy, Analysis, Operations Management, Cross-functional Team..., Team Management, Analytics, Business Process, Forecasting, Relationship Management, Program Management
Education
University of Ottawa 1996 — 2010
B.S., Social Science; Political Science
TD Canada Trust November 2011 - Present
Bank of America May 2010 - November 2011
IBM February 2008 - August 2010
Cognos 2005 - 2008
MasterBrand Cabinets September 2001 - August 2004
Quaker Oats 1999 - 2001
Skills
Cognos, Business Analysis, Business Analytics, Analytics, Finance, Financial Analysis
Education
University of Ottawa 2004 — 2005
Masters of Business Administration
Wilfrid Laurier University 1995 — 1999
Honours Bachelor of Business Administration
JPMorgan Chase 2013 - Present
Citi 2011 - 2012
ICAP 2009 - 2010
Bank of America 2005 - 2009
Deutsche Bank 2003 - 2005
Goldman Sachs 1992 - 2003
Education
University of Pennsylvania
BSE, Computer Science Engineering
Farallon Capital Management July 2002 - Present
Bank of America November 1999 - April 2002
Education
University of Pennsylvania 1996 — 1998
BA, Economics
Bank of America Sr. Fin'l AnalystMerrill Lynch - Bank of America2008 - Present
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Essbase
Education
University of Pennsylvania 1994 — 1998
BA, Biology
Bank of America April 2012 - Present
TandemSeven February 2011 - March 2012
Educational Testing Service September 2010 - February 2011
MCA Solutions (since merged with Servigistics) June 2003 - August 2010
Computer Aid, Inc September 2002 - May 2003
Intracorp September 2001 - September 2002
DPT Consulting August 2000 - September 2001
TEK Systems Business Solutions January 1998 - July 2000
Future Graph, Inc December 1993 - December 1997
OCR Systems, Inc July 1983 - September 1993
Skills
Java Enterprise Edition, Web Services, Agile Methodologies, XML, Scrum, JSP, SOAP, REST, Hibernate, UML, Java, Unix, SQL, Python, Web 2.0, Web Development, angular js, MongoDB, Node.js, JavaScript, akka, Functional Programming, Web Applications, Oracle, Databases, Spring, Integration, Architectures
Education
University of Pennsylvania 1979 — 1983
Bachelor of Science in Engineering, Computer Science
TD August 2014 - Present
TD Bank Group December 2011 - August 2014
Bank of America December 2010 - December 2011
IBM April 2007 - December 2010
Skills
Budgets, Managerial Finance, Analysis, Variance Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Business Analysis, Essbase, Forecasting, Hyperion Enterprise, Financial Forecasting, Process Improvement, Accounting, Banking, Finance, Corporate Finance, Financial Accounting, Internal Controls
Education
University of Ottawa 2001 — 2006
Commerce, Honours in Finance
Bank of America 2011 - Present
Goldman Sachs 2008 - 2011
Bear Stearns 2006 - 2008
Bear Stearns International 1999 - 2005
Skills
Interest Rate..., Trading Systems, Python, C++, Microsoft Excel, Object Oriented Design, SQL, Test Driven Development, Database Design, Visual Basic, VBA, MySQL, SQLite
Education
University of Oxford 1996 — 1999
MA Ox Hons, Mathematical Sciences
Northlight Real Estate Group LLC 2007 - Present
Bank of America 1996 - 2007
CS First Boston 1991 - 1996
Wells Fargo Bank 1988 - 1991
Prudential-Bache Securities 1983 - 1986
Skills
Fixed Income, Capital Markets, Asset Management, Equities, Valuation, Portfolio Management, Structured Finance, Financial Modeling
Education
Stanford University 1986 — 1988
MBA, Management
University of Pennsylvania 1979 — 1983
BSE, Finance/Economics
Unversity of Pennsylvania - Wharton 1979 — 1983
BSE, Finance/Economics
J.P. Morgan June 2012 - Present
CNNMoney.com January 2010 - June 2010
RBC Capital Markets February 2007 - August 2008
Bank of America June 2003 - February 2007
Skills
Relationship Management, Business Development, Investments, Wealth Management, Asset Management, Credit Risk, Financial Risk, Private Banking, Risk Management, Credit Analysis, Business Communications, Strategy, Finance, Banking, Sales, Investor Relations, CRM, Fundraising, Financial Analysis, Editing, Financial Markets, Financial Institutions, Copywriting, Project Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Finance and Global Business
New York University Graduate School of Arts and Science 2008 — 2010
M.A., Journalism - Business & Economic Reporting
University of Pennsylvania 1999 — 2003
B.A., Economics, Cum Laude
The Peddie School
High School - College Preparatory
PHH Mortgage April 2015 - Present
PHH Mortgage May 2013 - April 2015
Ally Bank December 2011 - May 2013
Bank of America July 2007 - February 2009
Skills
Microsoft Excel, Portfolio Management
Education
School of Engineering and Sciences 2004 — 2007
Bachelor of Applied Sciences, Bioengineering
Wharton School
Bachelor of Science, Economics; Finance
University of Pennsylvania
Dual, Program
Bank of America June 2006 - October 2011
Standard & Poor's October 2005 - May 2006
Hewlett Packard July 2003 - September 2005
JPMorgan Chase August 1999 - July 2001
Singer Limited June 1997 - July 1999
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Science, Accounting
Bank of America July 2011 - Present
Bank of America Business Capital July 2010 - Present
Grupo Montana S.A March 2008 - June 2010
Unión de Cervecerías Peruanas Backus y Johnston April 2006 - December 2007
Education
University of Oxford 2009 — 2011
Doctorado, Administracion de Empresas
PRICETON UNIVERSITY 2007 — 2009
Maestria, Contabilidad y Finanzas
Bank of America June 2015 - Present
Berkley Professional Liability, LLC June 2014 - August 2014
W. R. Berkley Corporation June 2013 - August 2013
Education
University of Pennsylvania 2013 — 2016
Bachelor of Arts (B.A.), Economics
Williams College 2012 — 2013
Bachelor of Arts (B.A.), Economics