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
Sea Bright Board Co., LLC October 2012 - Present
Guggenheim Securities June 2013 - September 2015
Point Capital Markets December 2011 - May 2013
Point Capital Partners November 2011 - May 2013
MF Global March 2011 - November 2011
Bank of America May 2003 - May 2010
Dean Witter Intercapital 1996 - 1999
Skills
Hedge Funds, Equities, Equity Derivatives, Proprietary Trading, Asset Managment, Capital Markets, Options, Equity Trading, Derivatives, Trading, Fixed Income, Building Relationships, Social Skills, Program Trading
Education
Boston College 1992 — 1996
Bachelor of Science (BS) Carroll School of Management, Finance Major, Accounting Major, English Minor
Christian Brothers Academy 1988 — 1992
Highschool
Bank of America March 2011 - Present
Newport Trust Mortgage 2003 - 2011
Education
Boston College 1993 — 1997
Fairfield Prep
Bank of America August 2010 - Present
SMI Partners February 2007 - August 2010
TLC Marketing September 2005 - February 2007
Skills
Relationship Management, Investments, Financial Services, Fixed Income, Sales, New Business Development, Cash Management, Marketing Strategy, Account Management, CRM, Marketing, Product Development
Education
Boston College 2005 — 2007
Bachelor's degree, Higher Education Administrtation
Boston College 2001 — 2005
Sociolog/History
Bank of America September 2012 - November 2013
BAI February 2008 - February 2012
Bank of America February 2007 - February 2008
Bank of America 2005 - 2007
Bank of America 2000 - 2005
Skills
Banking, Credit, Loans, Retail Banking, Credit Risk, Commercial Banking, Mortgage Lending, Credit Analysis, Leadership, Management, Business Development, Finance
Education
Boston College 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 1993 — 1997
Bachelor's degree, Economics
Bank of America May 2009 - Present
Education
Boston College
Stride Rite November 2013 - January 2015
CVS Health December 2010 - August 2013
MetLife September 2010 - December 2010
CS Marketing & Advertising Consulting December 2008 - October 2010
Aquent August 2008 - December 2008
Lelands.com July 2007 - August 2008
Bank of America July 2006 - August 2007
PARTNERS+simons April 2006 - July 2006
Arnold Worldwide 1997 - 2006
Gearon Hoffman September 1996 - November 1997
Education
Boston College 1984 — 1988
B.S. and B.A., Double Major: Marketing and French
Université Sorbonne Nouvelle (Paris III) 1987 — 1987
Certificat Pratique de Français Commercial et Économique, French Language, Art, Business and Literature
Cambridge Trust Company March 2015 - Present
The Washington Trust Company November 2013 - September 2014
TD Bank March 2011 - November 2013
Bank of America July 1999 - November 2009
Skills
Commercial Banking, Commercial Lending, Real Estate, Credit Analysis, Credit, Loans, Mortgage Lending, Banking, Small Business Lending, Credit Risk, Underwriting
Education
Boston College 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Boston College 2001 — 2004
Master of Science (M.S.), Finance
Brown University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Fidelity Investments July 2015 - Present
Bank of America June 2014 - August 2014
KPMG August 2007 - June 2013
Raymour & Flanigan Furniture August 2006 - July 2007
Skills
US GAAP, Auditing, Financial Accounting, Financial Modeling, Financial Analysis, Tax, Financial Reporting, International Tax, Microsoft Office, Corporate Tax, GAAP, Accounting, Due Diligence
Education
Boston College 2013 — 2015
Master of Business Administration (MBA), Leadership & Management
SUNY Geneseo 2002 — 2006
Bachelors of Science, Business Administration
Bank of America February 2014 - Present
Forever 21 September 2012 - Present
Mystique Boutique April 2012 - September 2012
Associated Supermarket June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Internet, Spanish-English, Time Management, Customer Service, Cash Handling, Sales
Education
Borough of Manhattan Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Assured Guaranty September 2006 - Present
Barclays Capital August 2004 - September 2006
Moodys Corporation September 2001 - August 2004
Bank of America 2000 - 2001
Skills
ABS, Securitization, Credit Analysis, Structuring, Leveraged Finance, Risk Management, Portfolio Risk, Municipal Bonds, Structured Finance, Solvency II, Default Probability, Loss Given Default, VAR, Credit Risk, Financial Structuring, Credit, Due Diligence, Capital Markets, Derivatives, Finance, Financial Modeling, Portfolio Management
Education
The University of Chicago 1999 — 2001
MPP, Finance
Boston College 1992 — 1996
BA
Self-employed May 2012 - Present
L&J Property Management, Inc March 2008 - August 2011
Bank of America August 2006 - February 2008
Skills
Lightroom, Photoshop, Digital Photography, Family Photography, Children, Love to Cook, Connecting People, Finance, Property Management, Mac, Image Editing, Advertising, Portrait Photography, Microsoft Word, Photography
Education
Bossier Parish Community College 2004 — 2005
Associate's degree, Business Administration and Management, General
Westfield State College 2000 — 2001
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Bank of America October 2014 - Present
C21 Adult program January 2014 - May 2014
Boston College September 2013 - May 2014
Boston College August 2013 - May 2014
Boston College September 2012 - May 2013
Bank of America June 2012 - August 2012
Tutors for All October 2010 - May 2011
Skills
Research, Time Management, Nonprofits, Public Speaking, Program Management, Management, Teaching, SPSS, Non-profits, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel
Education
Boston College 2013 — 2014
M.Ed./M.S, Applied Statistical Research, Measurement & Evaluation
Boston College 2009 — 2013
B.A., Human Development (Focus: Organizational Management) major; Management & Leadership minor
Garden City High School 2005 — 2009
New York
Bank of America August 2015 - Present
Bank of America September 2014 - August 2015
Fluent Grp August 2013 - June 2014
Boston College Connor’s Tutoring Center September 2012 - May 2014
Barclays Wealth and Investment Management June 2013 - August 2013
Flynn Recreational Complex September 2011 - May 2013
BBVA Compass June 2012 - August 2012
Jamaica Service Trip May 2012 - June 2012
Regulated Boston College September 2011 - May 2012
Black Student Forum September 2010 - May 2011
Skills
Strategy, Policy, Time Management, Microsoft Excel, Management, PowerPoint, Marketing, Finance, Presentations, Program Management, Analysis
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance
Boston College 2010 — 2014
Bachelor of Science (BS), Finance
Monsignor Edward Pace High School 2006 — 2010
Bachelor of Science (B.S.), Finance
KeyBank April 2015 - Present
Direct Capital Corporation June 2004 - December 2014
Fleet National Bank 1999 - 2004
Fleet Bank 1999 - 2004
Bank of America 1992 - 2004
BankBoston August 1992 - October 1999
Skills
Loans, Portfolio Management, Asset Based Lending, Credit, Credit Analysis, Structured Finance, Capital Raising, Financial Services, Commercial Lending, Securitization, Strategic Planning, Analytics, Forecasting, Financial Modeling, Executive Management, Banking, Due Diligence, Corporate Finance, Credit Risk, Funding, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Asset Management, Commercial Banking, Finance, Financial Risk, Financial Structuring, Investments, Loan Origination, Small Business Lending, Underwriting
Education
Boston College 1988 — 1992
Bachelor’s Degree, Economics & History
Merit Investment Management 2009 - Present
Gardner Lewis Asset Management 2005 - 2009
Bank of America 2003 - 2005
Merrill Lynch 2001 - 2003
Accenture 1994 - 2000
Skills
Investment Management, Alternative Investments, Investment Strategies, Equity Research, Hedge Funds, Equity Valuation, Valuation, Asset Management, Mutual Funds, Investment Banking, Bloomberg, Investment Advisory, Investments, Equities, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
BS, Finance & Economics
Island Source September 2013 - Present
Snowden Lane Partners January 2013 - September 2013
ReALTO Inc. December 2011 - January 2013
Merrill Edge February 2010 - December 2011
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Valuation, Corporate Finance, Strategic Planning, Analysis, Budgets, Variance Analysis, Wealth Management, Forecasting, PowerPoint, Financial Forecasting, Pricing Analysis, Microsoft Excel, Hyperion Interactive..., VBA, Excel, Financial Planning, Budgeting, exc, Strategy
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Innovation & Entrepreneurship, Finance & Marketing
Boston College 2003 — 2007
Bachelor of Science, Finance
Bank of America July 2013 - Present
Boston College Center for Corporate Citizenship June 2011 - May 2013
Boston College Men's Basketball September 2010 - May 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - August 2012
Skills
Research, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Word, Economics, Analysis, Bloomberg, Statistics, Finance, Financial Analysis, Leadership, Customer Service, Financial Modeling
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics Major, Mathematics Minor
CELA, LLC May 2008 - Present
Bank of America March 2007 - June 2008
Elkus Manfredi Architects September 2004 - August 2006
Harvard Law School August 2003 - September 2004
Skills
Residential Homes, Real Estate Development, Project Coordination, MS Project, Project Management, Microsoft Office, Construction, Outlook, Proposal Writing, Microsoft Excel, PowerPoint, Retail, Project Planning, Real Estate, Microsoft Word, Adobe Acrobat, Submittals, Construction Management
Education
University of Maine 2008 — 2012
BS, Business Administration
Boston Architectural College 2002 — 2006
Bachelor of Architecture (B.Arch.), Architecture
JM Search June 2009 - Present
JM Search March 2001 - June 2009
JM Search December 1998 - March 2001
Bank of America March 1995 - December 1998
Skills
Private Equity, Venture Capital, E-commerce, Executive Search, Digital Media, Executive Management
Education
Boston College 1990 — 1994
BA, Political Science
Episcopal Academy 1986 — 1990
Custom Learning Designs (CLD) May 2014 - Present
MorphoTrust March 2013 - March 2014
HWA Fundraising, LLC February 2008 - December 2012
Uno Chicago Grill November 2003 - January 2007
Ground Round September 2003 - November 2003
Bank of America 1988 - 2003
Skills
Software Project..., Software Development, Project Management, Program Management, Product Marketing, Forecasting, Marketing, Marketing Strategy, Microsoft Office
Education
Boston College 1992 — 2002
Tufts Health Plan February 2014 - Present
SmartBear Software May 2013 - February 2014
Compuware June 2011 - May 2013
TechTarget June 2010 - June 2011
TechTarget April 2008 - June 2010
Bank of America August 2007 - April 2008
Bank of America January 2006 - August 2007
Skills
Digital Marketing, Online Marketing, Email Marketing, Lead Generation, Social Media Marketing, Marketing, Product Marketing, Content Strategy, Content Marketing, Content Development, Content Production, Marketing Strategy, Blogging, SEM, Copywriting, Graphic Design, Illustrator, Photoshop, InDesign, WordPress, Web Design, Dreamweaver, Strategic Partnerships, Analytics, Social Media, Marketing Communications, Google Analytics, Facebook, Flash, Public Relations, Audience Development, Audience Segmentation, Membership Marketing, Event Marketing, Adobe Fireworks, HTML, CSS, CSS3, jQuery, Adobe Creative Suite, Web Marketing, Corporate Blogging, SEO
Education
Boston College
Bachelor of Arts (B.A.), Communications
Boston University Center for Digital Imaging Arts 2010 — 2012
Graphic and Web Design
MGG DESIGN LLC PLANO January 2000 - Present
Rose International June 2011 - August 2011
Bank of America October 2005 - November 2006
Manpower / Citizens Bank March 2004 - October 2005
Skills
Graphic Design, Interior Design, Architecture, Process Scheduler, File Management, Retail, Customer Service, Training, Team Building, Sales, Critical Thinking, Public Speaking, Microsoft Office, Office Management, Outlook, Time Management, Social Media Marketing, Negotiation
Education
Strayer University (DC) 2007 — 2012
MASTER DEGREE, PUBLIC ACCOUNTANT, 3.6G.P.A
Boston Architectural College 2002 — 2004
Quincy College 1990 — 1992
Associate; Bachelor, Business Administrative; Art History, 3.2 GPA
Pine Manor College 1987 — 1990
Bachelor, Art History
Bunker Hill Community College 1984 — 1988
Certification, computer programming, 3.4 GPA
Wentworth Institute of Technology 1984 — 1987
Associate, Interior Design, 3.3 G.P.A
Hewlett-Packard June 2013 - Present
Bank of America August 2009 - March 2012
Bank of America January 2009 - July 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Bloomberg, Access Database, Vermillion Reporting...
Education
Boston College 2009 — 2014
BA, Corporate Systems – Finance
Year Up 2008 — 2009
Investment Operations
Legatum Center for Development and Entreprensurship at MIT December 2010 - Present
Bank of America October 1996 - June 2009
Education
Boston College 1968 — 1971
B.A., American Studies
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Bank of America September 2012 - Present
Bank of America October 2009 - August 2012
MAXIMUM ONE REALTY, Greater Atlanta March 2009 - October 2009
RE/MAX Communities 2004 - 2008
REMAX Integrity December 2004 - September 2006
IKON Office Solutions April 2002 - September 2004
The Home Depot July 1992 - April 2002
Skills
Real Estate, Short Sales, Residential Homes, Investment Properties, Foreclosures, First Time Home Buyers, Sellers, REO, New Home Sales, Single Family Homes, Relocation, Condos, Selling, Buyer Representation, Investors
Education
Boston Architectural College 1977 — 1981
B.S., Architecture
Wentworth Institute of Technology 1974 — 1977
Associates, Architectural Engineering Technology
Devonfield, LLC December 2013 - Present
Princebury Productions & Media, LLC January 2010 - December 2013
The Britfield Group January 2006 - March 2010
Merrill Lynch 2005 - 2006
Morgan Stanley Smith Barney 2004 - 2005
Bank of America April 2003 - September 2004
Skills
Organizational..., Management Consulting, Leadership Development, Change Management, International Business, Executive Management, Thought Leadership, Business Strategy, Strategic Planning, Strategy Development, Marketing Strategy, Start-ups, Strategy
Education
Boston College 2001 — 2009
MBA, Global Strategy & International Marketing
Institute of Directors, London 2001 — 2004
Advanced Study, Corporate Governance
Harvard University 1999 — 2001
Post Grad, Business Strategy & Comprehensive Writing
Brown University 1995 — 1998
BA, British Literature & European History
The University of Chicago, Office of Investments June 2015 - Present
The University of Chicago, Office of Investments August 2014 - June 2015
Bank of America May 2013 - August 2014
Merrill Lynch July 2012 - May 2013
Merrill Lynch July 2011 - July 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Strategy, Investment Management, Wealth Management, Investment Strategies, Analysis, Business Development, Market Research, Retirement, Wealth, Bloomberg, Private Banking
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Fenwick High School 2003 — 2007
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
United Development& Construction Group July 2010 - Present
Habitat for Humanity - New York City September 2009 - March 2010
New York City Economic Development Corporation September 2008 - December 2009
NYC Dept. of Housing Preservation and Development March 2009 - September 2009
GFI Capital September 2008 - March 2009
NFI (National Freight Industries) Real Estate September 2007 - June 2008
Grubb and Ellis September 2006 - December 2006
Bank of America 2005 - 2005
Smith Barney 2004 - 2004
takeoutMARKETING 1999 - 2000
Skills
Construction Management, Real Estate Finance, Real Estate Development, General Construction, Carpentry, Management Consulting, Real Estate Economics, Construction, Negotiation, Leases
Education
Columbia University in the City of New York 2009 — 2011
MS, Construction Administration
New York University 2008 — 2010
M.S., Construction Management
University of Southern California - Marshall School of Business 2009 — 2009
Ross Certificate, Real Estate Development
Boston College
B.S., Finance/Economics/Management
Holmdel High School
Laguardia Community College
Certificate, Carpentry
Management office June 2014 - Present
skyline homes June 2014 - Present
David Wood Personnel September 2013 - May 2014
BBEX Marketing November 2013 - January 2014
McKendall And Associates January 2013 - July 2013
NRI Community Services, Inc and afiliates September 2011 - August 2012
South Shore Mental Health Center November 2010 - September 2011
Bank of America March 2008 - December 2009
Skills
Budgets, Microsoft Office, Customer Service, Facebook, Telephone Skills, Filing, Public Speaking, File Management, Teamwork, Compliance, Multitasking Skills, Financial Management, Project Planning, Photoshop, Microsoft Excel, Nonprofits, Research, PowerPoint, Microsoft Word, Access, Case Managment, Social Services, Sales, Apple pages, Social Media, Social Networking, Twitter, Instagram, Tumblr, Google+, Google Maps, YouTube, Event Planning, Pinterest, StumbleUpon, iLife, Foursquare, Yelp, iCal, Data Entry, Office Management, Payroll, Outlook, Time Management
Education
Boston Architectural College 2010 — 2012
Master, Architecture
Rhode Island College 2003 — 2007
Bachelor, Psychology
Wells Fargo September 2015 - Present
Wells Fargo July 2013 - September 2015
Bank of America July 2007 - July 2013
SunGard Consulting Services January 2006 - July 2007
Modus, Incorporated March 2005 - December 2006
Scottish Re, Inc March 2005 - December 2006
Bank of America August 2003 - March 2005
Merrill Lynch August 2001 - August 2003
Bank of America March 1999 - August 2001
KPMG August 1996 - March 1999
Skills
Program Management, Change Management, Strategy, Financial Services, Business Process, Project Management, Leadership, Corporate Real Estate, Vendor Management, Business Innovation, Consulting, Facilitation, Business Analysis, Flexibility /..., Strategic Planning, Creativity, Performance Motivation, Mergers & Acquisitions, Risk Management, Business Development, Banking, Six Sigma, Integration, Process Improvement, Finance, PMO, Analysis, Portfolio Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MBA, Finance
Boston College 1990 — 1993
Bachelor of Arts (B.A.), Russian Language and Economics
Winter Park 1986 — 1990
High School Diploma
Terrace Software, Inc. January 2008 - Present
Terrace Consulting, Inc. January 1997 - January 2008
Microsoft 1994 - 2006
Terrace Systems Corporation January 1992 - January 1997
Self Employed January 1985 - December 1991
Ross Systems, Inc. 1980 - 1984
Bank of America October 1977 - January 1980
Boston College September 1975 - June 1977
Skills
Cloud Computing, Software Development, E-commerce, Enterprise Software, SQL Server, Salesforce.com, Windows Azure, SQL Azure, Business Intelligence, Mobile Applications, Insurance Software, Microsoft SQL Server, Web Development, Business Alliances, SOA, ASP.NET, Business Development, Web Services, WCF, SharePoint, Software Design, SQL, Database Design, Start-ups, Enterprise Architecture, #WindowsAzure, #Force.com, #Salesforce, SaaS, Product Management, Mobile Devices, Management, Software Project..., Web Applications, Agile Methodologies, Entrepreneurship, Consulting, Leadership, Strategic Partnerships, Program Management, Strategy, Pre-sales, Strategic Planning, Integration, Architecture, CRM, Sales, Professional Services, Partner Management, Oracle
Education
University of California, Berkeley 1978 — 1979
MBA (incomplete)
Boston College 1974 — 1977
Bachelor of Arts (B.A.), Political Science, Minor Computer Science
Curry College 1973 — 1974
Conestoga High School 1969 — 1972
Diploma
Bank of America February 1996 - Present
Education
Boston College
Boston University
Master of Business Administration (MBA)
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
People's United Bank September 2012 - Present
RBS Citizens Financial Group April 2010 - September 2012
Chaston Associates December 2008 - April 2010
Fifth Third Bank January 2008 - December 2008
LaSalle Bank 2004 - 2007
Bank of America 2002 - 2004
Bank of America fka FleetBostonFinancial / Bank of Boston 1989 - 2004
Skills
Middle Market, Capital Markets, Credit, Trusted Advisor, Leadership, Executive Management, Sales Management, New Business Development, Corporate Finance, Origination, Risk Management, Commercial Banking, Loan Origination, Commercial Lending, Loans, Credit Risk, Relationship Management, Finance, Strategy, Financial Services, Leveraged Finance, Business Development, Banking, Restructuring, Credit Analysis, Cross Selling, Management
Education
Boston College
BSBA, Finance, Cum Laude Graduate
Boston University, MBA
MBA, Finance & International Management, Graduated with Honors
Syracuse University
Medline Industries 2011 - Present
Medline Industries November 2009 - December 2010
JPMorgan Chase May 2005 - May 2009
Cole Taylor Bank January 2003 - May 2005
Cole Taylor Bank March 2001 - December 2002
Bank One January 1997 - March 2001
Bank One January 1995 - December 1996
Bank of America December 1989 - December 1994
Skills
Strategic Planning, New Business Development, Cross-functional Team..., Marketing Strategy, Program Management, Contract Negotiation, Management, Sales Management, Lead Generation, Product Management, Market Planning, Healthcare, Marketing Management, Marketing Communications, Product Marketing, Event Management, Team Building, CRM, Marketing, Vendor Management, Business Development, Analysis, Strategy, Market Analysis, B2B, Product Launch, Brand Management, Sales, Leadership, Integrated Marketing, Direct Marketing, Digital Marketing, Advertising, Email Marketing, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
Boston College 1985 — 1989
BA
Brownlie & Braden, LLC September 2009 - June 2011
Bank of America August 2007 - April 2009
Ashton Partners July 2005 - July 2007
Assante Capital Management / Taylor Planning July 2001 - July 2005
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Valuation, Capital Markets, Hedge Funds, Private Equity, Series 7, Portfolio Management, Fixed Income
Education
CFA Institute 2006 — 2008
Chartered Financial Analyst
Boston College 1993 — 1997
Bachelor of Science, Finance
Salisbury Composite
High School
Santander Bank, N.A. July 2015 - Present
People's United Bank September 2014 - June 2015
Merrimack Chamber of Commerce January 2013 - June 2015
People's United Bank November 2012 - August 2014
Bellwether Community Credit Union April 2007 - November 2012
Bank of America July 2005 - April 2007
Bank of America July 2004 - October 2005
Fleet Boston Financial November 2002 - July 2004
Greater Nashua Chamber of Commerce 2002 - 2004
Fleet Boston Financial May 2001 - September 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage, Retail Banking, Consumer Lending, Customer Service, Retail, Compliance, Customer Relations, Credit Analysis, Credit Cards, Risk, Refinance, Credit Risk, Customer Satisfaction, Branch Management, Cross Selling, Leadership, Loan Origination, Mortgage Banking, Management, Strategy, Finance, Sales, Certified Mortgage..., Residential Mortgages, Commercial Mortgages, Small Business Lending, Merchant Services, Payroll Services, Financial Risk, Credit Unions, Customer Retention, Financial Services, CRM, Deposits, Lines Of Credit, Licensed Life Insurance..., Retail Sales, Relationship Management, Cash Management, Internet Banking, Small Business, Risk Management, Wealth Management, Mutual Funds, FINRA Series 6, Series 6
Education
Boston University Corporate Education Center 2011 — 2011
Process Management, Business Process Management
Boston University Corporate Education Center 2007 — 2009
PMP, (Project Management)
Boston College 1999 — 2002
Graduate, MS Adminstrative Science
Acting Lessons Learned November 2014 - Present
90210 Talent September 2015 - Present
YourVisualAide July 2011 - Present
The Osbrink Agency June 2008 - Present
SAG-AFTRA May 2004 - Present
The Clorox Company February 2015 - February 2015
Bella Agency February 2012 - December 2014
Bank of America July 2014 - July 2014
Subaru of America May 2014 - May 2014
Edible Arrangements April 2014 - April 2014
Skills
Acting, Television, Film, Theatre, Commercials, Entertainment, Improvisation, Blogging, Marketing, Social Media Marketing, Fashion, Stage, Comedy, Creative Direction, Voice Over, Advertising, Social Media, Voice Acting, Public Relations, Editing, Event Planning, Film Production, Final Cut Pro, Drama
Education
Santa Monica College 2014 — 2018
Associate’s Degree, Graphic Design
The Second City 2012 — 2014
Improv, Conservatory Graduate
Fashion Institute of Technology 2002 — 2003
Associate’s Degree, Marketing/Advertising
Borough of Manhattan Community College 1993 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Credit Suisse May 2015 - Present
Credit Suisse October 2013 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2013 - October 2013
Bank of America June 2012 - August 2012
Skills
Human Resources, Microsoft Excel, Recruiting, Microsoft Office, Leadership
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Bank of America June 2015 - August 2015
The Goizueta Business School of Emory University May 2014 - August 2014
Loyola University Medical Center May 2013 - August 2013
Skills
Detail Oriented, Analytical Skills, Leadership, Public Speaking, Business Writing, Microsoft Excel
Education
Emory University 2013 — 2016
Bachelor’s Degree, BBA with a Concentration in Finance; B.A. in Economics
Boston College 2012 — 2013
Tile International May 2015 - Present
Boston Architectural College October 2014 - May 2015
Salon Salome March 2010 - August 2014
Night Owl Delieries September 2008 - 2009
Bank of America March 2008 - September 2008
Guerrier & Associates April 2006 - December 2007
Skills
Civil Litigation, Litigation, Dispute Resolution, Legal Writing, Licensing, Legal Research, Corporate Law, Customer Service, Public Speaking, Management, Research, Microsoft Office, PowerPoint
Education
Boston Architectural College 2014 — 2017
Bachelor of Architecture (B.Arch.), Interior Architecture
Suffolk University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Bank of America July 2010 - Present
Bressler, Amery & Ross, P.C. March 2009 - July 2010
Merrill Lynch August 1999 - March 2009
The Prudential Insurance Company of America 1996 - 1999
Skills
Securities Regulation, Mutual Funds, Investments, Securities, Financial Services, Corporate Governance, Contract Negotiation, Legal Writing, Corporate Law, Fixed Annuities, Finance, Insurance, FINRA
Education
Boston College
B.A.
Villanova University School of Law
J.D.
Woodcock Nature Center September 2015 - Present
Amherst Pierpont Securities October 2009 - June 2015
Bank of America July 2007 - January 2009
Bank of America March 2005 - July 2007
Bank of America 2001 - 2004
Lawrence Hall Youth Services 1999 - 2001
Bank of America 1997 - 1999
Federal Reserve Bank of Chicago 1994 - 1997
Skills
Capital Markets, Project Management, Strategic Planning, Team Leadership, Derivatives, Management, Financial Markets, Commodity, Risk Management, Investment Banking, Trading, Fixed Income, Financial Services
Education
Harvard University 2013 — 2015
Certificate in Environmental Sustainability/Harvard Extension School
The University of Chicago - Booth School of Business
MBA
Boston College 1982 — 1986
BA
Mindshare September 2014 - Present
Boston College Campus School September 2013 - May 2014
Boston College Campus School September 2010 - May 2014
Bank of America June 2013 - August 2013
GalTime June 2012 - December 2012
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Garden City High School 2006 — 2010
American Express September 2015 - Present
American Express November 2013 - September 2015
Deloitte Consulting July 2011 - November 2013
AHANA Leadership Council September 2008 - May 2011
Boston College Career Center August 2008 - May 2011
Management Leadership for Tomorrow July 2009 - December 2010
Bank of America June 2010 - August 2010
AHANA Management Academy September 2008 - May 2010
Boston College August 2009 - December 2009
Goldman Sachs June 2009 - July 2009
Skills
Management Consulting, Microsoft Excel, PowerPoint, Research, Data Analysis, Leadership, Marketing, Entrepreneurship, Higher Education, Management, SQL, HTML, Visual Basic, Film, Final Cut Pro, Project Management, Business Analysis, Social Media, Mobile, Interview Preparation, Resume Writing, PeopleSoft Financial, Finance
Education
Boston College 2007 — 2011
B.S., Finance, Information Systems
Pompeu Fabra University
Spanish, Art History, and International Marketing
China Centric Associates 2006 - Present
MarketAccess Group 2004 - 2012
Strategic Advisors 2003 - 2004
National City Corporation 1995 - 2002
Raffensburger Hughes 1993 - 1995
Reserve Capital Group 1991 - 1993
Prescott, Ball & Turben 1981 - 1991
Security Pacific Bank 1980 - 1981
Bank of America 1978 - 1980
General Mills 1977 - 1977
Skills
Venture Capital, Corporate Finance, Mergers & Acquisitions, Mergers, Executive Management, Strategy, Private Placements, Investment Banking, Capital Markets, Finance, Business Strategy, Start-ups, Entrepreneurship, Strategic Planning, Business Development, Private Equity, China Business..., Greater China, Management, Corporate Development, Capital Raising, LBO, IPO, Due Diligence, Portfolio Management, Management Consulting, Banking, Business Valuation, Restructuring, Investments, International Business..., Emerging Markets, Deal Sourcing, Financial Modeling, Angel Investing, Valuation, Divestitures, M&A experience, Strategic Consulting
Education
University of Virginia - Darden Graduate School of Business Administration 1976 — 1978
MBA
Boston College 1968 — 1972
BS, Marketing
TRANSATLANTIC REINSURANCE COMPANY May 2014 - Present
TransRe July 2012 - Present
Bank of America June 2010 - July 2012
State Street Bank June 2009 - August 2009
Skills
Financial Modeling
Education
Boston College 2007 — 2010
BS, Economics
Penn State University 2006 — 2007
BS, Finance
Expressive Projects 1999 - Present
Santander Bank, N.A. November 2007 - December 2008
Harvard Pilgrim Health Care May 2006 - November 2006
Bank of America January 1979 - September 2005
Skills
Garden Design, Public Relations, Digital Photography, Consulting, Creative Writing, Projects, Program Management, Training, Leadership, Analysis, Nonprofits, Business Analysis, Microsoft Office, SDLC, Social Media, Editing, Staff Development, Research, Email, Leadership Development, Workshop Facilitation, Organizational..., Fundraising, Program Development, Grant Writing, Access
Education
Boston University - School of Management
MBA, Organizational Behavior
Boston College
MSP, Social Planning
Wellesley College
BA, Liberal Arts
NRS November 2008 - Present
NRS - National Regulatory Services February 2001 - October 2008
NRS - National Regulatory Services December 1999 - February 2001
Bank of America November 1986 - September 1993
Skills
Strategic Planning, Strategy Execution, Project Management, Marketing Strategy, Brand Management, Integrated Marketing, Direct Marketing, Social Media Marketing, Brand Development, Client Retention..., Strategic Partnerships, New Product Development, Product Management, Regulatory Compliance, Copywriting, Leadership, Compliance Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College
Bachelor of Arts (B.A.), Economics and Sociology
Bank of America February 2015 - Present
Conclusive Analytics May 2014 - January 2015
Bank of America July 2013 - May 2014
Promontory Financial Group, LLC October 2012 - July 2013
Galorath Incorporated January 2011 - October 2012
Self Employed December 2009 - March 2011
ThinkProducts May 2009 - July 2010
Paychex August 2005 - April 2008
GBMI 2001 - 2005
Skills
Valuation, Business Planning, Budgeting, Strategic Planning, Financial Modeling, Direct Sales, New Business Development, Business Strategy, Strategic Partnerships, Partner Management, Sales, Public Speaking, Cold Calling, Mentoring, Software, Consumer Goods, Financial Instruments, Excel models, Excel Dashboards, Excel Pivot, Access, SQL, Risk Management, Financial Reporting, Business Analysis, Budgets, Strategy, Finance, Business Development, Analysis, Forecasting, Leadership, Cross-functional Team..., Management, Consulting, Sales Operations, Market Research, Project Management, Market Analysis, Competitive Analysis, Sales Management, Executive Management, Investments, Management Consulting, Outsourcing, Process Improvement, SaaS, Start-ups, Team Building, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
Boston College 1997 — 2001
BA
Fairfield Prep 1993 — 1997
Santander Bank, N.A. March 2015 - Present
Oliver Wyman June 2013 - March 2015
EMC June 2012 - August 2012
Bank of America June 2010 - June 2011
Bank of America May 2008 - June 2010
Skills
Project Management, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Business Strategy, IT Strategy, Strategic Financial..., Financial Reporting, Competitive Analysis, Segmentation, Customer Segmentation..., Financial Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Boston College 2004 — 2008
Bachelor of Science, Finance
Google June 2010 - Present
The Parthenon Group September 2007 - May 2010
American Express June 2006 - August 2006
Coro Center for Civic Leadership September 2004 - June 2005
Bank of America June 2002 - June 2004
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Entrepreneurial Management
Boston College 1998 — 2002
B.S., Economics
The Pingry School 1994 — 1998
High School
First Night Worcester January 2011 - Present
Fortey Consulting September 2008 - November 2010
Brazos Higher Education Service Corporation, Inc July 2006 - September 2008
Bank of America April 2004 - May 2006
FleetBoston Financial September 2000 - April 2004
Southwest Student Services Corporation December 1997 - September 2000
The Education Resources Center (TERI) July 1996 - December 1997
Shawmut National Corporation August 1986 - June 1996
Skills
Integrated Marketing..., Communication Written, Written Presentations, Proposal Writing, Building Relationships, Project Management, Direct Marketing, Social Media, Financial Service..., Higher Education..., Copywriting, Collateral Management, Advertising, Non profit, New Business Development, Meeting Deadlines, Email Marketing, Publications, Client Communications, Proactivity, Setting Priorities, Teamwork, Editing, Business Development, Integrated Marketing, Nonprofits
Education
Babson College, F.W. Olin Graduate School of Business
Master of Business Administration, Marketing
Boston College
Bachelor of Arts, English
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Bank of America June 2008 - Present
Credit Suisse May 2007 - August 2007
Credit Suisse First Boston May 2006 - August 2006
Education
Boston College 2004 — 2008
BS, Finance, Marketing
eBay Enterprise June 2013 - Present
Acxiom Corporation January 2012 - June 2013
SAS May 2011 - November 2011
Epsilon 2007 - February 2011
Epsilon 2003 - 2007
Sylogy Partners 2002 - 2003
Extraprise 1999 - 2002
Interpublic Group of Agencies / McCann 1996 - 1999
Fidelity Investments 1987 - 1996
Bank of America 1981 - 1987
Skills
Database Marketing, Relationship Marketing, Marketing Automation, Direct Marketing, Digital Marketing, Campaign Management, Customer Experience, Customer Acquisition, Multi-channel Marketing, Demand Generation, Lead Generation, Interactive Marketing, Marketing Strategy, Strategic Partnerships, Email Marketing, Analytics, Online Marketing, Social Media Marketing, Consumer Insights, SEM, PPC, Market Research, E-commerce, Marketing ROI, Mobile Marketing, Marketing Communications, Brand Development, Emerging Media, SEO, Social Media, Content Development, P&L Management, Advertising, Loyalty Marketing, Digital Strategy, Customer Insight, B2B Marketing, Lead Management, Integrated Marketing, Segmentation, B2C, Marketing Operations, Social Marketing, Marketing Management, Media Buying, Behavioral Targeting, Customer Engagement, Content Marketing, Strategy, CRM
Education
Boston College
MBA, Marketing
Boston University
MS Journalism, College of Communication
University of New Hampshire
BS, Government
Santander Holdings USA August 2013 - Present
State Street Global Markets October 2009 - August 2013
Bank of America 2007 - 2009
Skills
Finance, Financial Analysis, Analysis, Budgets, Banking, Financial Reporting, Account Reconciliation, Financial Modeling, Bloomberg, Khalix, Essbase, Oracle 9i, Oracle E-Business Suite, Strategic Planning, Strategy
Education
Boston College 2003 — 2007
Bachelor of Science, Finance
Endeavor Colombia September 2013 - April 2014
Solon Capital Partners November 2012 - July 2013
Developing World Markets May 2010 - October 2012
Bank of America June 2007 - May 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Strategy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master of Arts (M.A.), International Economics
Boston College 2003 — 2007
B.A., History
Dealer.com September 2013 - Present
Bank of America January 2012 - December 2012
Bank of America January 2011 - December 2011
Bank of America September 2009 - October 2010
Bank of America September 2008 - February 2009
Bank of America February 2008 - September 2008
Bank of America January 2007 - February 2008
Bank of America March 2006 - January 2007
Bank of America (formerly MBNA) March 2002 - March 2006
Eduprise, Inc May 2000 - February 2002
Skills
Performance Consulting, Training, Strategy, Program Management, Learning Management, Start-ups, Leadership, Recruiting, E-Learning, Management, Leadership Development, Analysis, CRM, Coaching, Employee Training, Process Improvement, Organizational..., Team Building, Change Management, Project Management
Education
Northeastern University 1980 — 1982
Masters, Business Administration
Boston College
Bachelor of Arts, Psychology and Romance Languages
Northeastern University
MBA
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Citizens Financial Group, Inc. April 2015 - Present
Hegsted Properties June 2004 - Present
Santander Bank, N.A. August 2013 - April 2015
Banco Santander March 2012 - August 2013
Banco Santander November 2010 - March 2012
Sovereign Bank 2008 - November 2010
Sovereign Bank 2006 - 2008
Sovereign Bank November 2004 - 2006
Bank of America July 2002 - November 2004
Skills
Banking, Retail Banking, Credit Risk, Credit, Risk Management, Commercial Banking, Financial Risk, Corporate Finance, Loans, Credit Analysis, Finance, Payments, Cash Management
Education
Boston College 1996 — 2002
Bachelor or Science, Finance and Economics
Bank of America January 2013 - May 2014
Bank of America August 2007 - January 2013
Quiksilver September 2006 - August 2007
Banana Republic October 1996 - May 2006
Skills
Banking, Loans, Risk Management, Credit, Retail Banking, Change Management, Small Business Lending, Finance, Operations Management, Commercial Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, AML, Fraud Detection, Sales
Education
City University of New York-John Jay College of Criminal Justice 2015 — 2017
Economics
Borough of Manhattan Community College
Accounting
Stuyvesant High School 1990 — 1994
Fidelity Investments July 2014 - Present
Fidelity Investments November 2012 - June 2014
Fidelity Investments January 2008 - October 2012
Fidelity Investments July 2006 - December 2007
Bank of America July 2001 - July 2004
Skills
SDLC, Financial Services, Business Analysis, Vendor Management, Mutual Funds, Fixed Income, Risk Management, Program Management, Requirements Gathering, Process Improvement, Software Project..., Portfolio Management, PMP, Requirements Analysis, Equities, Project Portfolio..., PMO, Business Process...
Education
Boston College 2003 — 2007
MS, Administrative Studies
Trinity College-Hartford 1997 — 2001
BA, Economics
Citizens Bank June 2014 - Present
RBS Citizens Bank March 2010 - May 2014
TD Bank February 2009 - March 2010
Bank of America July 1999 - February 2009
Harvard Pilgrim Health Care April 1986 - June 1999
Skills
Project Management, Six Sigma, Healthcare Information..., SDLC, PMP, Vendor Management, Project Portfolio..., Business Analysis, Risk Management, Process Improvement, Program Management, PMO, Software Project..., Visio, Requirements Analysis, Change Management, Resource Management, Business Process..., Banking, Data Warehousing, Datastage, MS Project, Planview, Cross-functional Team..., Requirements Gathering, Integration, Agile Methodologies, Business Requirements, Management
Education
Boston College 1999 — 1999
Certificate of Project Managemet
University of Rhode Island - College of Business Administration 1996 — 1998
MBA, Business Administration
The Ariel Group August 2015 - Present
The Ariel Group October 2014 - Present
The Ariel Group September 2013 - October 2014
The Ariel Group April 2010 - September 2013
Bank of New York Mellon October 2008 - April 2010
Bank of America 2006 - 2008
U.S. Department of Education 2005 - 2005
Skills
Team-oriented, Meeting Planning, Leadership Development, Workshop Facilitation, Executive Coaching, Solution Focused, Organizational..., Emotional Intelligence, Instructional Design, Public Speaking, Training, Managing Deadlines, Highly Detailed, Flexible to Change, Training Delivery, Management, Presentation Coaching, Organizational Learning, Team Building, Communicate Clearly, Process Improvement, CRM Databases
Education
Boston College Lynch School of Education 2006 — 2008
MEd
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Ponaganset High School
Bank of America Project ManagerBank of America / FleetBoston Financial1989 - Present
Skills
SDLC, Process Improvement, Business Analysis, Banking, Project Portfolio..., Risk Management
Education
Boston College 1976 — 1980
Boston Private Wealth LLC December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management January 2008 - November 2013
Bank of America January 2005 - December 2007
Bank of America July 2002 - December 2004
Education
Boston College 2008 — 2011
Master of Business Administration and Master of Science in Finance Dual Degrees Program
Stonehill College 1998 — 2002
Bachelor of Arts Degree, Economics and Finance
University of California June 2013 - Present
Bank of the West April 2012 - November 2012
Bank of the West March 2011 - April 2012
Wells Fargo Bank January 2010 - December 2010
Wachovia Bank 2007 - January 2010
World Savings August 1997 - September 2007
Bank of America 1994 - 1997
World Savings April 1983 - June 1994
Crocker National Bank June 1978 - April 1983
Skills
Business Analysis, SDLC, Mortgage Lending, Process Improvement, Vendor Management, Risk Management, Business Requirements, Banking, Commercial Lending, Mortgage-backed...
Education
Boston College 1974 — 1978
BS Business Administration, Computer Science
Bank of America June 2009 - Present
Aspen Partners, Ltd. (Managed Futures Hedge Fund Company) 2005 - 2006
Winter, Wyman, & Company 2004 - 2005
Putnam Investments 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Corporate Finance, Financial Modeling, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, Banking, Credit Analysis, Financial Services, Wealth Management, Investments, Asset Management, Relationship Management, Series 7, Securities, Mutual Funds, Business Analysis, Hedge Funds, Strategic Planning, Process Improvement, Vendor Management, Business Process..., Change Management, Retail Banking, Marketing
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
Boston College 1993 — 1997
BA, Economics
Universidad Complutense de Madrid 1995 — 1996
Economics
Wells Fargo August 2014 - Present
Bank of America July 2012 - July 2014
Darden School of Business, University of Virginia August 2010 - May 2012
Citigroup Global Markets Inc. July 2006 - June 2010
Skills
Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance
Education
Darden Graduate School of Business Administration 2010 — 2012
MBA, Sales & Trading/Asset Management
Boston College 2002 — 2006
Bachelor of Science (B.S.), Management
Amherst Pierpont Securities May 2015 - Present
MIAC Analytics September 2013 - April 2015
Banc Of Manhattan/Capital October 2011 - December 2012
Anjali Kumar, Inc. June 2002 - December 2012
Bank of America March 2010 - September 2011
Consultant April 2008 - March 2010
CREDIT SUISSE August 1996 - March 2008
CREDIT SUISSE January 1999 - June 2000
Skills
Fixed Income, Loans, Mortgage Lending, Due Diligence, Residential Mortgages, Valuation, Trading, Bonds, Structured Products, Securitization, Mortgage, MBS, Capital Markets, Mortgage Banking, Real Estate Finance
Education
Boston College
Bachelor of Science Degree, Wallace E. Carroll School of Management
Series 7 and 63 Licensed
Bank of America June 2008 - Present
Education
Boston College 2005 — 2009
Federal Reserve Bank of New York October 2013 - Present
Consulting 2013 - 2013
MKP Capital September 2009 - September 2012
Swiss Re Financial Products Corp October 2005 - March 2009
Fortress Investment Group October 2004 - October 2005
Bank of America January 2000 - October 2004
Fidelity Investments September 1994 - June 1999
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Valuation, Trading, Private Equity, Investment Banking, Financial Modeling, Credit Analysis, Equity Research, Equity Derivatives, Credit Derivatives
Education
Boston College - Carroll School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
BS, Strategic Management
State Street May 2015 - Present
State Street June 2010 - Present
Bank of America October 2006 - May 2010
State Street 1996 - 2006
Education
Boston College
Bank of America May 2015 - Present
JPMorgan Chase August 2011 - April 2015
GLG Partners January 2009 - November 2011
Evercore Partners October 2005 - May 2008
Goldman Sachs May 2004 - May 2005
American Express 1992 - 2004
Ernst & Young July 1990 - July 1992
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance, Marketing
Boston College 1986 — 1990
BS, Accounting, Computer Information Systems
Parsippany Hills HS
J.P. Morgan September 2014 - Present
RBS Citizens September 2005 - September 2014
Bank of America 1996 - 2005
Skills
Finance, Relationship Management, Vendor Management, Financial Services, Product Management, Credit Risk, Portfolio Management, Capital Markets, Credit, Risk Management
Education
Boston College
BS, Marketing
Northeastern University - Graduate School of Business Administration
MBA, Masters in Business Administration
Bank of America June 2008 - May 2013
Bank of America September 2006 - June 2008
Bank of America August 2004 - September 2006
Bank of America January 2004 - August 2004
Bank of America January 2002 - January 2004
MBNA America Bank, N.A. May 2000 - December 2001
Partners First Holdings, LLC February 1999 - April 2000
Skills
Credit Risk, Risk Analytics, Financial Risk, Credit Cards, Analytic Problem Solving, Business Analysis, Data Mining, Data Analysis, Analytics, SAS programming, SAS Base, SAS Macro, SQL, Unix, Teradata Data Warehouse, Database Tools, Risk Management, Portfolio Management, Credit Analysis, Banking, Segmentation, Microsoft Excel, Visio, SAS, Analysis, Database Marketing, Direct Marketing, Finance, Credit, Mortgage Lending, E-commerce, Management, SAS Programming
Education
American Bankers Association 2003 — 2005
Stonier Graduate School of Banking
Bryant University 1997 — 1998
Master of Business Administration (M.B.A.), Marketing, 3.9, Honors
Boston College 1990 — 1994
Bachelor of Science (B.S.), Finance
Bank of America CadetArmy National GuardAugust 2006 - Present
Education
Boston College 2006 — 2009
Political Science
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Bank of America
Skills
Credit, Loans, Banking, Commercial Banking, Credit Analysis, Risk Management, Corporate Finance, Treasury Management, Financial Services, Finance, Commercial Lending, Portfolio Management, Cash Management, Capital Markets, Credit Risk, Relationship Management, Retail Banking, Mortgage Lending, Management, Financial Risk, Financial Analysis, Loan Origination
Education
Stevens Institute of Technology 1991 — 1996
MS, Technology Management
Boston College 1983 — 1987
BS, Finance and Computer Science
Xavier High School
Bank of America August 2007 - Present
Education
Boston College 2003 — 2005
M.A., Psychology
West Bay Group 2000 - 2013
J.H. Cohn LLP August 2011 - August 2011
Peoples United Bank November 2010 - February 2011
Grant Thornton December 2007 - December 2008
Bank of America 2002 - 2007
Merrill Lynch December 1997 - November 2001
Scotiabank 1995 - 2000
Skills
Financial Services, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Finance, Banking, Internal Controls, GAAP, Financial Reporting, Accounting, Access, Enterprise Risk..., Account Reconciliation, Financial Accounting, Financial Statements, Financial Audits, SEC filings, Cash Flow, Corporate Finance, General Ledger, IFRS, Financial Modeling, Cash Management, Sarbanes-Oxley, US GAAP, CPA, External Audit, Managerial Finance, Strategic Financial..., Tax, Variance Analysis, Consolidation, Cost Accounting, Fixed Assets, SEC Filings, Financial Planning, Due Diligence
Education
Pace University 1991 — 1994
BBA, Accounting
Borough of Manhattan Community College 1989 — 1991
AAS, Accounting
Kaplan University
Masters of Science, Accounting / Audit
Long Island University, Brooklyn Campus
MBA, Finance
Knowledge Delivery Systems, Inc. January 2015 - Present
Knowledge Delivery Systems, Inc. May 2013 - December 2014
Knowledge Delivery Systems, Inc. June 2011 - May 2013
Pie Town 2008 - 2009
Pie Town 2004 - 2008
E! Entertainment Television March 2002 - November 2003
Bank of America 1999 - 2000
Bank of America 1996 - 1999
Skills
Project Management, Scheduling, Budgeting, Partner Management, Strategic Partnerships, Content Development, Online Publishing, Logistics Management, Operations Management, Facilitation, Communication, Television, Video, Video Production, Film Production, Reality, Post Production, Storytelling, Documentaries, Producing, Field Producing, Entertainment, Reality TV, Writing, Editing, Social Media, Digital Media, Cross-team Collaboration, Critical Thinking
Education
Boston College 1991 — 1995
BA, English
Mercy High School 1987 — 1991
The Children's Hospital of Philadelphia June 2013 - Present
Janney Capital Markets April 2009 - November 2012
Bank of America May 2006 - January 2009
Prudential Equity Group September 1997 - April 2006
Skills
Capital Markets, Investments, Equities, Series 7, Hedge Funds, Fundraising, Bloomberg, Securities, Series 63, Trading
Education
Boston College 1993 — 1997
Huntington High School '93 1989 — 1993
Villanova University
Principles of Fundraising and Development
Wells Fargo Insurance Services June 2009 - Present
Bank of America 2004 - 2009
Education
Boston College 1974 — 1978
BA, Mathematics
Weston High School 1970 — 1974
Bank of America November 2012 - Present
Bank of America August 2010 - Present
Citizens Bank January 2010 - August 2010
Sovereign Bank March 2000 - June 2009
BankBoston 1994 - 2000
Skills
Leadership Development, Employee Engagement, Performance Management, Coaching, Talent Management, Succession Planning, MBTI, Organizational..., Organizational..., Mentoring, Executive Coaching, Vendor Management, Team Building, Talent Development, Workshop Facilitation, Strategy, Training, Instructional Design, Program Management, Leadership, Change Management, Performance Consulting, Performance Improvement, E-Learning, Organizational Design, Onboarding, Employee Training, Training Delivery, Career Development, Instructor-led Training, Business Coaching, Consulting, Strategic Planning, Management Consulting, Management Development, 360 Feedback, Banking, Personnel Management, Needs Analysis, Executive Development, Culture Change, Human Resources, Employee Relations, Interviews, Learning Management, Executive Management, Workforce Planning, Captivate, Talent Acquisition, HR Consulting
Education
Boston College
MSA, Adminstrative Studies
University of Massachusetts Boston
BA, Psychology
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
MIT Sloan School of Management August 2015 - Present
Exeter Group August 2011 - July 2015
Bain & Company June 2010 - July 2011
F&C May 2009 - August 2009
RuffaloCODY January 2009 - May 2009
Bank of America September 2008 - May 2009
Dibona, Bornstein, & Random May 2008 - August 2008
Skills
Strategy, Online Marketing, Corporate Finance, Marketing Research, Research, Market Research, PowerPoint, Fundraising, Management, Competitive Analysis, Project Management, Requirements Gathering, Requirements Analysis, Change Management, Business Process...
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Science (B.S.), Cum Laude, Marketing and Finance
Noble and Greenough School 2004 — 2007
The Fessenden School 2001 — 2004
PI Worldwide March 2014 - Present
Northeastern University Career Development January 2012 - March 2014
Northeastern University Career Development November 2010 - December 2011
Bank of America June 2009 - November 2010
Beacon Financial Planning July 2009 - July 2009
Hispanic American Chamber of Commerce of Greater Boston February 2009 - May 2009
Skills
Social Media, Data Analysis, Marketing, Spanish, Financial Modeling, Financial Analysis, Microsoft Excel, Forecasting, Budgets
Education
Northeastern University - D'Amore-McKim School of Business 2011 — 2013
Master of Business Administration (MBA), Master of Science in Finance (MSF), Corporate Finance & Investments
Boston College 2005 — 2009
BA, Economics, Hispanic Studies
Universidad Complutense de Madrid 2007 — 2008
Hispanic Studies
Mater Dei High School 2001 — 2005
Lowe's Companies, Inc. March 2014 - Present
Lowe's Companies, Inc. May 2010 - Present
CB Richard Ellis April 2004 - November 2007
Jones Lang LaSalle January 2003 - November 2003
Bank of America January 1995 - December 2002
Skills
Vendor Management, Procurement, Management, Contract Negotiation, Contract Management, Strategy, Purchasing, Supply Chain Management, Leadership, Project Management, Supply Chain, Six Sigma, Sourcing, Analysis
Education
University of New Hampshire 1980 — 1985
BA, Liberal Arts, English
Boston Architectural College
Interior Design
Bank of America June 2010 - Present
Bank of America April 2006 - May 2010
Skills
Commercial Lending, Loans, Credit, Cash Management, Commercial Banking
Education
Boston College 1989 — 1993
Bachelor's degree, Political Science and Government
milton high
State Street September 2013 - Present
JP Morgan Chase March 2010 - September 2013
Upromise Investments November 2009 - January 2010
Cambridge College September 2009 - November 2009
First American Title June 2008 - August 2008
Bank of America May 2007 - August 2007
Sheppard Mullin Richter & Hampton LLP May 2006 - August 2006
Education
Boston College 2005 — 2009
B.S., Finance / Corporate Reporting & Analysis
DRFortress January 2015 - Present
ThinkLeverage March 2014 - Present
ELIAS CoP (Evolutionary Leadership in Action Synergy Community of Practice) July 2014 - Present
Sprint March 1998 - April 2014
Bank of America August 1994 - December 1997
First Hawaiian Bank January 1991 - July 1994
Skills
Unified Communications, Managed Services, Solution Selling, Wireless, Management, Direct Sales, Telecommunications, Strategic Partnerships, Sales Process, Strategic Planning, Leadership, Professional Services, SaaS, VoIP, Account Management, Mobile Devices, IP, Telephony, Sales Management, CDMA, SIP, Vendor Management, Video Conferencing, Data Center, MPLS, Cloud Computing, Integration, New Business Development, WAN, Co-location, Channel Partners, Business Strategy, Commercial Banking, Retail Banking, Mortgage Banking, Healthcare Information...
Education
Boston College 1986 — 1990
Bachelors of Science, Carroll School of Management - Finance, Marketing
Saint Mary's College of California 2013 — 2015
Master's degree in Leadership, 21st Century Business Leadership
Santander Bank, N.A. December 2013 - Present
Crate & Barrel November 1995 - June 2014
Santander Bank, N.A. April 2012 - December 2013
Santander Bank, N.A. April 2011 - April 2012
Bank of America October 2006 - October 2010
Bank of America April 2004 - October 2006
Bank of America October 2000 - April 2004
Bank of America September 1997 - October 2000
Bank of America August 1996 - September 1997
Bank of America October 1994 - August 1996
Skills
Banking, Commercial Banking, Investment Banking, Credit, Loans, Risk Management, Leadership, Customer Service, Project Management, Credit Risk, Commercial Lending, Trade Finance, Cash Management, Loan Servicing, International Credit, Portfolio Management, Aircraft Finance, Invoice Discounting, Project Finance, Retail Sales
Education
Boston University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Boston Architectural College
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Bank of America Merrill Lynch June 2010 - August 2013
Raytheon Integrated Defense Systems June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets
Education
Boston College 2006 — 2010
BA, Economics & Mathematics
Bank of America January 2015 - Present
Skills
Capital Markets, Basel II, Basel III, Investment Banking, Finance, Capital Advisory, Treasury, Product Control, Financial Risk, Trading, Financial Regulation, Financial Reporting, Regulatory Filings, Analysis, Valuation
Education
Boston College 2003 — 2007
BA
Bank of America July 2009 - Present
Babies R Us May 2007 - July 2009
Education
Boston College 2003 — 2006
BA, Political Science
Harvard University 2002 — 2005
Political Science/ Legal Writing
Bank of America 2007 - Present
Skills
Portfolio Management, Credit Analysis, Fixed Income, Credit, Capital Markets, Valuation
Education
Boston College 2003 — 2007
Bachelor's Degree, Economics
Bostonia Global Securities, LLC January 2008 - Present
Bank of America March 2005 - May 2007
Morgan Keegan January 2004 - March 2005
Deutsche Bank March 2000 - July 2003
Bank of America October 1995 - March 2000
Skills
Derivatives, Equities, Financial Services, Portfolio Management, Structured Finance, Wealth Management, Fixed Income, Finance, Investment Banking, Asset Management, Valuation, Capital Markets, Investments, Management, Leadership
Education
Boston College 1983 — 1986
Master of Business Administration (MBA), Finance
Boston College 1977 — 1981
Bachelor of Science (BS), Marketing
National Life Group October 2012 - March 2013
Penson Financial Services October 2005 - December 2011
Penson Financial Services October 2005 - December 2011
Penson Financial Services 2005 - 2011
Bank of America January 2005 - October 2005
Fidelity Investments February 1996 - August 2004
Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate
Education
Borough of Manhattan Community College
Business Management
Grover Cleveland High School
Co-operative Education student
TOM THUMB September 2012 - Present
Bank of America May 2002 - August 2011
Bank of America 1986 - 2011
Bank of America April 1986 - May 2002
Education
Bossier Parish Community College
Associates Degree, Office Administration
Richland College
Bank of America In current role I am responsible for crisis event management within business continuity ,supporting both Consumer Bank and Legacy Asset Services$
Skills
Banking, Consumer Lending, Credit Analysis, Loan Origination, Financial Risk, Credit Risk, Mortgage Banking, Operational Risk..., Lines Of Credit, Financial Services, Relationship Management, Cross Selling, Operational Risk, Leadership
Education
Boston College 1972 — 1976
Rensselaer Polytechnic Institute
MAS
Hogan's of Newburyport, LLC 2010 - Present
Bank of America 2007 - 2010
Skills
Customer Service, PC; Word, Excel,..., Discreet, Ethical,..., Financial Statement..., Retail Banking, Cash Management, Deposits, Withdrawals, Loan Repayment, Accounting, Analytical Skills, Critical Thinking, Interpersonal Skills, Customer Relations, Multitasking Skills, Oral & Written...
Education
Boston College 2010 — 2013
Bachelor of Arts (B.A.), Corporate Systems Major, Concentration in Accounting
KGU
T-Mobile March 2014 - Present
Unleashed by Petco May 2013 - May 2014
Bank of America November 2013 - April 2014
Yankee Corp Thrift Stores November 2009 - May 2013
National Council of Jewish Women February 2011 - January 2012
Skills
Customer Service, Time Management, Bilingual, Spanish-speaking, Retail, Sales, Phone Etiquette, Computer Proficiency, File Management
Education
City University of New York-Herbert H. Lehman College 2012 — 2015
Social Work
Borough of Manhattan Community College 2010 — 2012
Associate of Science (A.S.), Human Services, General
Bank of America August 2011 - May 2013
Pierce and Associates 2013 - 2013
Skills
Foreclosures, Customer Service, Loss Mitigation, Collections, Legal
Education
Bossier Parish Community College 2000 — 2002
Associates of Business Administration, Business Administration and Management, General