Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Bank of America June 2015 - August 2015
Grupazo April 2014 - June 2014
Eze Software Group September 2012 - June 2013
Eze Software Group July 2010 - September 2012
Colby College September 2009 - May 2010
Skills
Data Analysis, Research, Spanish, Economics, Qualitative Research, Financial Modeling, Statistics, Microsoft Office, Microsoft Excel, Analysis, SQL, Stata, Government, Financial Analysis, Access, Market Research, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Product/Brand Management; Marketing Analytics
Colby College 2006 — 2010
Bachelor of Arts (B.A.), International Studies
Hamilton College Academic Year in Spain 2009 — 2009
William H. Hall High School 2002 — 2006
AP Scholar
Bank of America November 2012 - Present
Skills
Cross-functional Team..., Leadership, Contract Management, Travel Management, Program Management, Budgets, Analysis, Contract Negotiation, Procurement, Training, Start-ups, Strategic Planning, Supply Chain Management
Education
Boston College Law School
Juris Doctor, Law
Cornell University
BS, Hotel Administration
Bank of America January 1990 - Present
Bank of America 1990 - Present
BankBoston 1990 - 2000
Mellon Bank 1983 - 1990
Skills
Treasury Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA, Marketing and Finance
Boston College 1975 — 1979
BS, Marketing
Fairfield Prep 1971 — 1975
High School
Bank of America April 2014 - Present
Bank of America August 2010 - Present
Bank of America September 2009 - August 2010
Bank of America June 2008 - September 2009
Bank of America April 2004 - June 2008
Bank of America August 2003 - April 2004
Bank of America December 1997 - January 2003
Process Design and Implementation Manager January 1996 - December 1997
Bank of America January 1992 - December 1995
Bank of America March 1990 - January 1992
Skills
Commercial Lending, Credit Risk, Risk Management, Financial Risk, Portfolio Management, Credit Analysis, Retail Banking, Consumer Lending, Loan Origination, Mortgage Lending, Financial Analysis, Credit Cards, Private Banking, Investment Banking, Credit, Banking, Commercial Banking, Management, Executive Management, Financial Services
Education
Boston College Law School
Corporate Law
University of Rhode Island
Bachelor of Arts (B.A.), English Language and Literature, General
Charles Rutenberg Realty Inc. August 2013 - Present
Taylor Solutions LLC October 2007 - 2012
New York Law Firms 2006 - 2008
Bank of America 2005 - 2006
William Pitt Mortgage formerly Sterling Capital 2003 - 2005
DiCarta Inc. (Internet Startup) 2001 - 2002
Third Voice Inc (Internet Startup) 2000 - 2000
State Street Bank and Trust Company 1998 - 2000
Skills
Buyer's Agent, Selling, Buyers, rentals, Brownstones, First Time Home Sellers, Townhomes, Apartments, Real Estate Transactions, Short Sales, Investments, Loans, Real Estate Economics, Real Estate Financing, First Time Home Buyers, Property Management, Investment Properties, Credit, Banking, Asset Managment, Listings, Condos, Luxury Homes, Negotiation, Mortgage Lending
Education
Boston College Law School
JD, Law
Emerson College
B.S., Journalism
Staples High School
High School Diploma, Westport, CT
State Street May 2015 - Present
Bank of America September 2013 - June 2014
UMass Boston Student Managed Fund September 2013 - May 2014
Citizens Bank July 2012 - September 2013
T-Mobile January 2010 - June 2012
AT&T 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Interpersonal Skill, Retail Sales, Retail Banking, Online Advertising, Public Speaking, Customer Service, Customer Satisfaction, Sales, Account Management, Sales Management, Finance, Management, Analysis, Marketing, Banking
Education
University of Massachusetts Boston 2008 — 2014
Bachelor's Degree, Economics and Finance, ECON GPA: 3.6 FINANCE GPA: 3.9
University of Massachusetts, Amherst 2006 — 2007
Economics
Boston Latin School 2000 — 2006
High School Diploma
Wells Fargo April 2013 - Present
Bank of America June 2012 - March 2013
Royal Bank of Scotland June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Choate Rosemary Hall 2004 — 2008
Independent Mortgage 2004 - Present
Centre Realty Group 2004 - Present
Bank of America 1996 - 2004
Trillium Asset Management 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Marketing Strategy, Mortgage, Short Sales, Home, Real Estate, Sellers, First Time Home Buyers, Investment Properties, Loans, Residential, Mortgage Lending, Residential Homes, Condos, Real Estate Financing, Selling, Referrals, Investors, Foreclosures, Investments, Real Estate Transactions
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Banking, Corporate, Finance, and Securities Law
Tufts University 1987 — 1991
BS, Biology
Boston Latin School 1981 — 1987
Bank of America Merrill Lynch June 2015 - August 2015
Partners of the Americas January 2015 - April 2015
Bank of America June 2014 - August 2014
WGBH June 2013 - August 2013
Pierce Atwood June 2012 - August 2012
The Steppingstone Foundation July 2011 - August 2011
Office of Massachusetts Representative Linda Dorcena Forry June 2011 - August 2011
Harvard School of Public Health July 2010 - August 2010
Skills
Human Resources, Government, Public Policy, Research, Administrative..., Teaching, Public Speaking, Fundraising, PowerPoint, Time Management
Education
Bucknell University 2012 — 2016
Bachelor's Degree, International Relations and Affairs
Boston Latin School 2008 — 2012
Sterling Capital Management LLC April 2014 - Present
Century Bank October 2011 - March 2014
JPMorgan Chase July 2009 - October 2011
Bank of America May 2007 - May 2009
Skills
Investments, Commercial Lending, Bonds, Bond Markets, Alternative Investments, Fixed Income Analysis, Relationship Management
Education
Boston College - Carroll School of Management 2005 — 2009
Citizens Commercial Banking October 2010 - Present
Citizens Bank May 2009 - October 2010
Bank of America January 2007 - January 2009
Bank of America 2004 - 2006
Fleet Bank 2000 - 2004
Fleet Bank 1995 - 2000
Skills
Sales Management, Sales Process Design, Banking, Series 7, Commercial Banking, Wealth Management, P&L Management, New Business Development, Strategic Planning, Consultative Selling, Marketing Strategy, Solution Selling, Strategy Development, Sales Process, Strategy, Leadership, Finance, Management, CRM, Credit Risk, Commercial Lending, Credit Analysis, Selling, Credit, Financial Risk, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA, Business
University of Massachusetts, Amherst 1978 — 1982
BA, Management & Psychology
MJX Asset Management January 2007 - Present
Fleet Securities 2003 - 2004
Salomon Brothers 1989 - 1999
Bank of America 1979 - 1989
Skills
High Yield, Alternative Investments, Hedge Funds, Fixed Income, Leveraged Finance, Bonds, Relative Value, Portfolio Management, Capital Markets
Education
Guilford College 1973 — 1977
B.A., Economics - Dean's List
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
M.B.A., Finance
Woodberry Forest School 1970 — 1973
High School Diploma
Bank of the West May 2013 - Present
Bank of the West January 2011 - May 2013
Emrose Capital, LLC May 2009 - December 2009
Botti Brown Asset Management, LLC December 2007 - January 2009
Bank of America March 2005 - November 2007
Bank of America July 2001 - March 2005
Skills
Financial Modeling, Financial Analysis, Matlab, Bloomberg, C++, SAS/SQL, Visual Basic, Credit Analysis, Credit Derivatives, Investment Advisory, Economic Research, Risk Management, Relational Databases, Financial Statement..., Fixed Income Analysis, Equity Research Analysis, credit portfolio..., Econometric Modeling, Monte Carlo Simulation, Portfolio Management, Credit, Derivatives, SAS programming, Investments, Financial Risk, Equities, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2010
Master's in Financial Engineering, Financial Engineering
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Bachelor of Science, Finance
Purdue University 1996 — 1999
Mechanical Engineering
Pacific Coast Banking School
Pacific Coast Banking School
Tufts University May 2015 - Present
CyberGrants November 2012 - August 2015
Bank of America 2004 - 2012
FleetBoston Financial/BankBoston 1997 - 2004
Rhode Island Hospital Trust 1992 - 1997
Hemenway & Barnes 1989 - 1992
Skills
Philanthropy, Corporate Social..., Global Philanthropy, Management, Leadership, Nonprofits, Strategic Planning, Strategic Communications, Legal Compliance, Operational Risk..., Grant Administration, Charitable Trusts, Corporate Citizenship, Community Development, Policy, Strategy
Education
Boston College Law School 1986 — 1989
Doctor of Law (J.D.), Law
Trinity College-Hartford 1980 — 1984
Bachelor of Arts (B.A.), Economics
The Pingree School
The Pingree School
Boston University January 2014 - Present
Recreational Equipment Inc July 2011 - February 2014
Boston University November 2013 - January 2014
Boston University School of Medicine - Division of Graduate Medical Sciences February 2013 - November 2013
Boston University November 2012 - January 2013
Bank of America April 2007 - April 2011
Professional Staffing Group October 2006 - September 2007
U.S. Army, Hunter Army October 2003 - September 2006
Bank of America August 2000 - September 2003
Skills
Microsoft Excel, Project Management, PowerPoint, Team Leadership, Management, Team Building, Software Documentation, Program Management, Training, Customer Service, Microsoft Office, Perl, Java, CSS, HTML, Unix, Linux, Ubuntu, Android, Databases
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science, Information Technology, 3.5
Boston Latin School 1994 — 1998
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bank of America October 2009 - Present
Bank of America April 2004 - October 2009
FleetBoston Financial March 1999 - April 2004
BankBoston 1997 - March 1999
Fidelity Investments 1995 - 1997
Bank of Boston 1994 - 1995
Bank of Boston January 1991 - 1994
Bankof New England August 1988 - January 1991
Skills
Finance, Accounting, Banking, Financial Analysis, Risk Management, Financial Services, Financial Modeling, Financial Risk, Corporate Finance, Strategic Financial..., Process Improvement, Change Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1998
Masters, Finance
Penn State University 1984 — 1988
Bachelors, Finance & Economics
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Bank of America June 2012 - August 2012
Korean American League for Civic Action June 2011 - August 2011
Friends of Grace Seniors Inc. June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Research, Event Planning, Financial Analysis, Customer Service, Eviews, Social Media, Community Outreach, Public Relations, Leadership, Event Management, Facebook
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, Management&Leadership
Universidad Carlos III de Madrid 2011 — 2011
Tappan Zee High School 2005 — 2009
Bank of America October 2007 - October 2011
Bank of America October 2001 - October 2007
Silicon Valley Bank October 2000 - October 2001
Credit Agricole Indosuez 1995 - 2000
Heller Ehrman 1993 - 1995
Milbank, Tweed, Hadley & McCloy LLP 1992 - 1992
Latham & Watkins 1987 - 1992
Education
Boston College Law School
JD, Law
MIT Sloan
SM (MBA with thesis), International Business
Stanford University
John Hancock Investments August 2015 - Present
CapTrust Advisors, LLC February 2015 - August 2015
Transamerica Asset Management Group June 2007 - December 2014
Bank of America 2005 - 2007
Columbia Management 2003 - 2005
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
University of South Florida 1999 — 2001
B.S., Finance, Economics
Home Based Business - Ebay Power Seller / Amazon Seller November 2013 - Present
Simulations Plus May 2015 - August 2015
Bank of America August 2010 - March 2015
Progressive Casualty Insurance Company 2006 - 2010
Countrywide Financial Corporation 2002 - 2005
Skills
Strategy, Financial Analysis, Loans, Mortgage Lending, Data Analysis, Human Resources, Customer Service, Time Management, Customer Retention, Customer Experience, Claim, Networking, Funding, Banking, Credit, Residential Mortgages
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.95
Boston College 1997 — 2001
Bachelor of Arts, Mathematics
University of California, Los Angeles
Certificate in Finance, Corporate Finance, 4.0
Boston Compliance Associates 2011 - Present
David A. Rozenson, Esq. 2009 - Present
Deutsche Asset Management March 2007 - January 2009
Bank of America 2004 - 2007
Columbia Management 2001 - 2006
Skills
Securities
Education
Boston College Law School 1980 — 1983
JD, cum laude, Law
Brown University 1975 — 1979
BA, magna cum laude, History
CVC January 2007 - January 2008
Bank of America July 2004 - October 2005
Education
1998 — 2000
MBA, Marketing and Strategic Management
Credit Agricole CIB June 2010 - Present
KDP Investment Advisors January 2009 - June 2010
Scotiabank August 2003 - January 2009
Bank of America June 2001 - July 2003
Skills
Fixed Income, Portfolio Management, Investments, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Asset Management, Private Equity, Trading, Due Diligence, Investment Banking, Bloomberg, Equities, Hedge Funds, Derivatives, Financial Analysis, Finance, Bonds, Financial Markets, Credit Analysis, Oil & Gas
Education
Boston College 1996 — 2001
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 1998 — 1999
Bank of America August 2013 - Present
Bank of America June 2011 - July 2013
Boston College Wallace E. Carroll Graduate School of Management September 2009 - May 2011
Seedco Financial Services, Inc. June 2010 - September 2010
Langan Engineering & Environmental Services, Inc. July 2005 - July 2009
Langan Engineering & Environmental Services, Inc. June 2002 - June 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Microsoft Office, Due Diligence, Project Management, Process Improvement, Risk Management, Strategic Planning, Strategy, Banking, Finance, Market Research, Valuation, Portfolio Management, Corporate Finance
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Science (MS), Real Estate
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Corporate Finance
Lafayette College 1998 — 2002
Bachelor of Science, Civil and Environmental Engineering
Granite City Electric Supply Co., Inc March 2014 - Present
State Street Corporation July 2011 - March 2014
State Street Bank August 2007 - July 2011
Bank of America October 2005 - August 2007
Skills
Account Reconciliation, Internal Audit, Sales, G/L Reconciliations, SOX Compliancy, Mutual Funds, Financial Services, OFAC, US GAAP, Lean Management, Analysis, Auditing, Microsoft Excel, Banking, Financial Analysis, Securities, Management, Global Plus, SEI,..., Advanced Microsoft..., Glo-Bus Business..., Certified Anti-Money..., ERP, P&L reconciliation, Activity Based Costing, cost-volume-profit..., Cart summery review, Review of Closing..., Fair Value Securities, Account Infomation..., Sales Force, Capstock Review, Eclipse, Journal Entries, Monthly Close, Bank Reconciliation, Client Services, Cost Allocation
Education
Northeastern University 2011 — 2013
Bachelor's degree of Science, Finance and Accounting Management, 3.108
Quincy College 2007 — 2009
Associates in Accounting, Accounting
Boston Latin School 1997 — 2003
Diploma, Ancient Languages
Belmont
Belmont
Fireman Capital Partners June 2014 - Present
Lineage Capital June 2011 - June 2013
M.M. Dillon & Co. November 2009 - May 2011
Bank of America June 2008 - October 2009
UBS June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Deal Sourcing, Deal Execution, Financial Structuring, Microsoft Excel, PowerPoint, Valuation, Derivatives, Mutual Funds, Bloomberg, Private Equity, Investment Banking, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Business/Finance
Bierer Research Group November 2004 - Present
Temple Beth El Brotherhood 2013 - 2015
FCJC 2007 - 2013
Bank of America 2006 - 2011
Euronet Worldwide 2004 - 2006
NationsBank 1995 - 2004
Allmerica Financial 1993 - 1995
Litle & Co. 1992 - 1993
Bank of Boston 1986 - 1992
Stage One Marketing Research 1984 - 1986
Skills
Product Development, Usability Testing, Concept Generation, Market Research, Customer Retention, Customer Satisfaction, Customer Insight, Segmentation, Customer Loyalty, Customer Experience, B2B, B2C, Product Strategy, Marketing Strategy, Online Research, Product Innovation, Brand Loyalty, Product Management, Competitive Analysis, Integrated Marketing, Competitive Intelligence, Marketing Research, Sales, Market Analysis, Brand Development, Marketing, Strategy, Business Development, Strategic Partnerships, Market Planning, Strategic Planning, CRM, Management, Advertising, Forecasting, Analysis, Leadership, Analytics, Program Management, Customer Acquisition, Executive Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Strategic Marketing
University of Maryland College Park
BS, Political Science & Communications
Bank of America March 2013 - Present
Coldwell Banker Residential Brokerage June 2010 - March 2013
State Street Corporation March 2008 - November 2009
Servenco C.A. May 2006 - March 2008
American Income Life Insurance Company November 2001 - June 2004
Skills
Buyer Representation, Listings, Negotiation, Sellers, First Time Home Buyers, Short Sales, Relocation, Single Family Homes, New Home Sales, Condos, Contract Negotiation, Townhomes, Foreclosures, REO, ABR
Education
Boston College - Carroll School of Management 2004 — 2006
Masters in Science, Administrative Studies / Marketing
Emmanuel College 1997 — 2001
Bachelor's degree, Political Science, Management and Economics
ARZA July 2014 - Present
Women of Reform Judaism October 2013 - June 2014
Women of Reform Judaism December 2012 - September 2013
Bank of America November 2010 - December 2011
Lehman Brothers September 2005 - July 2008
Skills
PowerPoint, Excel, Outlook, Word, Microsoft Office, PeopleSoft, Leadership, Microsoft Word, Microsoft Excel, Research, Performance Management, Employee Relations, Human Resources, Social Media Marketing, Training, Time Management, Business Strategy, Personnel Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Leadership and Management
Tufts University 2001 — 2005
BA, Philosophy and Judaic Studies
Wachovia, A Wells Fargo Company 2009 - 2010
Wachovia Corporation 2001 - 2009
Wachovia, A Wells Fargo Company 1998 - 2001
Bank of America Corporation 1996 - 1998
Bank of America Corporation 1994 - 1996
Bank of America 1988 - 1994
CPC International Inc. 1985 - 1988
Bonwit Teller 1982 - 1985
Education
Boston College 1977 — 1981
BA, Double Major: Speech Communications and Philosophy
Bank of America June 2008 - Present
Bank of America Merrill Lynch November 2014 - July 2015
Skills
Commercial Banking, International Expansion, Global Trade Management, Corporate Finance, Debt & Equity Financing, Recapitalizations, International Banking..., Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA, Corporate Finance
College of the Holy Cross
Bachelor of Arts, Economics and Political Science
Ipreo April 2012 - Present
Bank of America May 2010 - April 2012
Merrill Lynch October 2004 - April 2010
Sidley Austin September 1997 - September 2004
Education
Boston College Law School 1994 — 1997
JD
King's College London 1991 — 1992
MA, War Studies
Yale University 1987 — 1991
BA, History
Bank of America August 2006 - September 2015
Massachusetts School Building Authority (MSBA) 2004 - 2012
Massachusetts School Building Authority (MSBA) 2004 - 2012
Massachusetts School Building Authority (MSBA) 2004 - 2012
Massachusetts School Building Authority (MSBA) 2004 - 2012
The McCourt Company - Owner of LA Dodgers November 2004 - August 2006
AECOM - global leader in providing integrated project management services for various industries July 2004 - August 2005
Ernst & Young Real Estate Advisory Services February 1999 - July 2004
PMA Consultants LLC 1991 - 1999
DCAMM Division of Capital Asset Management and Maintenance 1988 - 1991
Skills
Process Improvement, Project Control, Project Management, Procurement, Construction, Project Delivery, Corporate Real Estate, Due Diligence, Feasibility Studies, Risk Management, Financial Modeling, Project Portfolio..., PMO, Team Leadership, Leadership Development, Construction Management, Cross-functional Team..., Business Development, Strategy, Project Planning, Contract Negotiation, Program Management, Management, Contract Management, Leadership, Change Management, Budgets, Strategic Planning, Operations Management
Education
Penn State University 1981 — 1986
BAE, Architectural Engineering
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
SunTrust Bank May 2014 - Present
Wilmington Trust May 2005 - April 2014
Bank of America August 2001 - July 2004
State Street 1993 - 2001
Pollak 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Derivatives, Bloomberg, Risk Management, Capital Markets, Investment Management, Financial Risk, Investment Advisory, Options, Financial Services, Private Equity, Asset Management, Strategic Financial..., Securities, Bonds, Finance, Wealth Management..., Financial Modeling, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
Columbia University in the City of New York
BS
Providence College
BS
Bank of America September 2014 - Present
Bank of America March 2011 - September 2014
Odyssey Day School September 2013 - June 2014
Bank of America January 2009 - March 2011
Bank of America April 2004 - December 2008
Skills
Risk Management, AML, Operational Risk..., Business Process..., Risk Assessment, Visio, Microsoft Office, Quality Control, Foreclosures, ACH, Business Control, AS400 system, Risk Compliance, Banking, LPS, Overdrafts, FileNet, Operational Risk, Internal Controls, Test Development, Credit, Customer Service, Business Analysis, Leadership, Management, Credit Risk, Mortgage Lending, Financial Analysis
Education
Boston Latin School
University of Massachusetts Boston
Canton Cooperative Bank January 2015 - Present
South Shore Bank September 2013 - December 2014
CPCU Credit Union March 2010 - May 2013
Bank of America January 2005 - November 2009
Bank of America January 2008 - August 2008
Citizens Bank 2001 - 2004
Skills
Budgets, Customer Service, Coaching, Team Building, Customer Satisfaction, Credit Analysis, Project Management, Auditing, AML, Sales, Sales Management, Sales Management..., Microsoft Office, Microsoft Excel, Microsoft Word, Consumer Lending, Small Business Lending, Finance, Credit, Loans, Leadership
Education
Walden University 2015 — 2017
Doctorate of Leadership (DBA), Business Leadership
New England College of Business and Finance 2013 — 2014
Masters of Business Compliance and Ethics, Compliance
New England College of Business and Finance 2010 — 2013
BSBA, Business Administration and Management, General
Boston Latin School
High School Diploma
Performegy LLC August 2015 - Present
Bank of America September 1991 - February 2015
FleetBoston 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1991 - 1996
Skills
Management, ITIL, Leadership, Vendor Management, Unified Communications, Microsoft Licensing, IT Strategy, Regulatory Requirements, Strategy, Product Management, Integration, IT Management, Six Sigma, Financial Services, Process Improvement, IT Service Management, Managerial Finance, Cloud Computing, Global Delivery, Production Support, Collaborative Problem..., Distributed Team..., Coaching, Program Management, Acquisition Integration, Business Communications, Risk Management, SharePoint, IT Infrastructure..., Microsoft Office, IT & Business Strategy..., IT as a Service, Technology Architecture, Backup Solutions, IT Operations, Financial Management, Operational Risk, IT Project & Program..., Microsoft Exchange, IBM XIV, HP EVA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Organizational Behavior and Finance
Brandeis University 1981 — 1985
B.A, Economics
Coursera
Python - Programming for Everyone, Statement of Accomplishment with Distinction - May 2015
Bank of America 2013 - Present
Discover Financial Services 2010 - 2013
T3 Trading Group, LLC 2010 - 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
Boston College - Carroll School of Management 2001 — 2005
BS, Accounting
Bank of America June 2015 - Present
Bank of America May 2014 - August 2014
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Business Administration (MBA)
Boston College Law School 2011 — 2014
Juris Doctor (JD)
Canisius College 2007 — 2011
Bachelor of Science, Business Management
Parametric January 2015 - Present
State Street Global Advisors September 2011 - January 2015
State Street Global Advisors March 2010 - September 2011
Bank of America March 2005 - March 2010
Bank of America January 2004 - February 2005
Skills
Microsoft Office, Series 7, Series 63
Education
Boston College - Carroll School of Management 2009 — 2012
Master of Business Administration (MBA)
Bowdoin College 1998 — 2002
Bachelor of Arts (B.A.)
Trinity-Pawling
Bank of America November 2013 - Present
Bank of America November 2009 - Present
Banco Santander September 2008 - November 2009
Bank of America 2007 - 2008
Bank of America 2003 - 2005
BayBank/BankBoston/Fleet 1995 - 2004
Fleet Bank October 1998 - September 2000
BankBoston September 1996 - September 1998
BayBank June 1995 - September 1996
Whole Systems International, Inc. September 1990 - September 1993
Skills
Product Management, Marketing Strategy, Budgets, Product Marketing, Marketing, Segmentation, Competitive Analysis, Analytics, Project Management, Vendor Management, Consumer Behaviour, Customer Insight, Cross-functional Team..., Financial Services, Banking, Direct Marketing, Strategy, CRM, Market Research, Direct Mail, Relationship Management, Integrated Marketing, Marketing Management, Multi-channel Marketing, Customer Acquisition, Email Marketing, Customer Retention, Database Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Lead Generation, Marketing Communications, Salesforce.com, E-commerce, Online Marketing, Marketing Research, Market Planning, Brand Management, Business Development, B2B, Relationship Marketing, Online Advertising, Brand Development, Credit Cards, B2B Marketing, Advertising, Management, Team Leadership, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA, Marketing Management
Trinity College-Hartford 1986 — 1990
BA, English Literature
Academy of the Holy Angels 1982 — 1986
Brown-Forman June 2015 - Present
Brown-Forman July 2013 - May 2015
Brown-Forman August 2011 - July 2013
Brown-Forman October 2010 - August 2011
Beiersdorf June 2009 - August 2009
U.S. Trust, Bank of America Private Wealth Management January 2007 - July 2008
Bank of America September 2005 - December 2006
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BA, Psychology
The University of Georgia 2012 — 2013
Principles of Marketing Research
Universidad Complutense de Madrid 2003 — 2003
Walt Whitman High School 1997 — 2001
Boston Financial Data Services 2005 - Present
Bank of America 2000 - 2005
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Strategic Financial..., Asset Management, Securities, Banking, Financial Services, Portfolio Management
Education
Boston College - Carroll School of Management 1989 — 1991
MBA, Finance
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Suffolk Federal Credit Union September 2013 - Present
Bridgehampton National Bank May 2005 - August 2013
Screenvision 2001 - 2005
Bank of America 2000 - 2001
Lazard 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Broadcast, Sarbanes-Oxley Act, Entertainment, GAAP, US GAAP, CPA, Financial Statements, Variance Analysis, External Audit, Tax, Analysis, Corporate Finance, Due Diligence, General Ledger, Internal Audit, Mergers, Financial Planning, Management, Finance, Portfolio Management, Financial Analysis, Mergers & Acquisitions
Education
Boston College - Carroll School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
AMA Training
Immaculate Heart Acadamy
High School
Financial Solutions Associates January 2014 - Present
Financial Solutions Associates September 2013 - December 2013
Bank of America July 2012 - August 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - September 2010
Skills
Finance, Managerial Finance, Accounting, Banking, Account Reconciliation, Internal Controls, Financial Risk, Investments, Financial Forecasting, Consolidation, Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor's Degree, Finance, Accounting
Bank of America June 2010 - Present
Bank of America September 2002 - May 2010
Skills
Credit Analysis, Commercial Lending, Banking, Commercial Banking, Financial Services, Sales Management, Treasury Management, Driving Sales..., Cash Management, Credit, Asset Management, Small Business Lending, Credit Risk, Loans, Valuation, Financial Analysis, Capital Markets, Management, Consumer Lending, Loan Origination
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston University Questrom School of Business 1998 — 2002
BS, BA, Business Marketing, US History
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Goodwin Procter LLP December 2013 - Present
Choate, Hall & Stewart September 2010 - November 2013
Bank of America January 2010 - August 2010
Choate, Hall & Stewart May 2008 - August 2008
Bank of America July 2007 - August 2007
Saks Incorporated June 2005 - August 2005
Education
Boston College Law School 2006 — 2009
Georgetown University 2002 — 2006
Randstad Technologies US 2013 - Present
Carrington Real Estate Services 2012 - Present
Goji 2012 - 2013
Bank of America 2012 - September 2012
Bank of America July 2010 - 2012
Northeastern University August 2007 - May 2011
Wireless Zone September 2006 - January 2009
Skills
Selling, Lead Generation, Leadership, Sales, Customer Service, Fundraising, Finance, PowerPoint, Teamwork, Public Speaking, Communication, Microsoft Excel, Analysis, Debate, Financial Services, Social Media, Banking, Negotiation, Creative Writing, Presentations, Consulting, Oral Communication, Customer Engagement, Operating Budgets, Project Planning, Customer Acquisition, Adaptability, Microsoft Office
Education
Northeastern University 2005 — 2010
Bachelor of Arts
Boston Latin School 2000 — 2004
Bank of America December 2010 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual January 2005 - September 2008
FleetBoston Financial 1988 - 2005
Bank of New England 1988 - 1992
Deloitte Haskins & Sells May 1984 - January 1988
BayBank October 1979 - May 1984
Skills
Change Management, Integration, Vendor Management, SDLC, Risk Management, Business Analysis, Program Management, Banking, Financial Services, Process Improvement, Business Intelligence, IT Strategy, Leadership, ERP, Mergers & Acquisitions, Project Planning, Strategic Planning, Business Relationship..., Cloud Computing, Equities, Team Building, Release Management, Disaster Recovery, Enterprise Software, Valuation, Cross-functional Team..., Forecasting, Requirements Analysis, Finance, Management, Strategy, Budgets, Project Portfolio..., Outsourcing, PMO
Education
Society Information Management 2003 — 2003
Regional Leadership Forum
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Accounting
Brandeis University
BA, French Literature
Verizon May 2014 - Present
Dell March 2010 - March 2014
IDG Online Publishing Group August 2008 - July 2010
SupplyScape, Inc. January 2007 - August 2008
Egenera 2006 - 2007
MTM Technologies September 2004 - April 2006
Bank of America March 2002 - September 2004
Cornerstone Brands, Inc. November 2000 - July 2001
Genuity, Inc June 2000 - November 2000
Lucent Technologies, Inc. April 1998 - June 2000
Skills
Java, REST, PHP, MySQL, Python, Solaris, Linux, Unix, Operating Systems, Servers, Technical Support, Networking, Cloud Computing, Storage, Integration, System Administration, Databases, Perl, Oracle, Virtualization, VMware, Disaster Recovery, Hardware, Data Center, C++, Automated Software..., Xcode
Education
Northeastern University 1992 — 1994
Boston Latin School 1986 — 1992
High School
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
U.S. Trust August 2015 - Present
U.S. Trust August 2013 - Present
Bank of America March 2007 - Present
Bank of America May 2006 - February 2007
Bank of America May 2002 - May 2006
Skills
Banking, Risk Management, Financial Services, Customer Service, Training, Microsoft Office, Research, Team Building, Management, Coaching, Loans, Leadership, Sales, Analysis, Consumer Lending, Retail Banking, Cross Selling, Relationship Management, Credit, Portfolio Management
Education
Boston University 2002 — 2006
B.A., History
Boston Latin School 1998 — 2002
High School, College Preparatory
Bank of America October 1997 - Present
The Boston Company 1986 - 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1995
MS, Finance
University at Albany, SUNY 1979 — 1983
Sovereign Bank February 2006 - Present
Bank of America January 2004 - September 2005
Fleet Financial Corporation, Wholesale Loan Services, Financiial Control & Process Improvements 2002 - 2004
Fleet Financial Corporation 2000 - 2002
Fleet Boston Financial, Commercial Finance & Lending Systems 1999 - 2000
Bank of Boston, Commercial Finance and Lending Systems March 1989 - 1999
Education
Dartmouth College 1987 — 1988
MS, Computer & Informnation Systems
Boston College 1979 — 1983
BA, History
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Citizens Bank May 2005 - December 2011
Bank of America May 2004 - May 2005
Municipal Banking May 2000 - May 2005
New York Municipal January 1996 - January 1999
New York Municipal January 1993 - January 1998
Commercial Lending January 1990 - January 1992
Skills
Government Banking, Sales Management, New Business Development, Financial Services, Strategy, Banking, Commercial Lending, Leadership
Education
Boston College - Carroll School of Management 1981 — 1984
MBA, Finance and Marketing
Syracuse University 1976 — 1980
BS, Finance and Marketing
Bank of America July 2013 - Present
Putnam Investments September 2011 - July 2013
eSecLending December 2007 - January 2011
State Street Global Advisors July 2000 - August 2007
Goodwin Procter LLP July 1995 - June 2000
Harter Secrest & Emery LLP September 1993 - June 1995
United States Marine Corps May 1986 - September 1990
Skills
Securities, Risk Management, Securities Regulation, Corporate Governance, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Asset Management, Hedge Funds, Investments, Financial Services, Capital Markets
Education
Boston College Law School 1990 — 1993
JD
University of Rochester 1982 — 1986
BA, Anthropology and History
Edison State College January 2009 - Present
Bank of America September 1993 - May 2004
Fleet Bank 1993 - 2004
Nautic Partners January 1997 - January 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1997
M.S. in Finance, Finance
Siena College 1989 — 1993
B.S., Finance
Citizens Bank May 2012 - Present
Bank of America April 2004 - May 2012
Fleet Bank January 2003 - April 2004
Fleet Bank January 1998 - January 2003
Fleet Bank June 1993 - January 1998
BayBanks, Inc. January 1990 - June 1993
Shawmut Bank June 1983 - December 1989
Skills
Auditing
Education
Boston College 1979 — 1983
BS, Finance
Fifth Third Bank April 2014 - Present
Santander Bank, N.A. June 2011 - April 2014
Eurohypo AG New York June 2008 - June 2011
Bank of America October 2007 - May 2008
LaSalle Bank 2005 - 2007
Fleet Bank 1996 - 2004
Skills
Syndications, Commercial Real Estate, Capital Markets, Mezzanine, Structured Finance, Financial Structuring, Real Estate Economics, Loans, Loan Origination, Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Mortgages, Networking, CMBS, Capital Structure
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
M.B.A., Finance
Syracuse University 1984 — 1988
B.S., Marketing
FDIC March 2013 - Present
Bank of America June 2010 - March 2013
Wachovia, A Wells Fargo Company November 2006 - June 2010
Wachovia January 2005 - November 2006
Federal Reserve Bank of Boston May 1994 - December 2004
Wells Fargo March 1991 - August 1992
Skills
Interest Rate Risk..., Forecasting, Modeling, Valuation, Capital Markets, Internal Audit, Treasury Management, Basel II, Credit Risk, Financial Analysis, Banking, Finance, Liquidity Risk, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance
University of Otago 1993 — 1993
MBA, International Business
University of California, San Diego 1986 — 1990
BA, Quantitative Economics and Decision Sciences
Wavelength Asset Management February 2013 - Present
J Goldman and Company October 2006 - February 2013
XI Asset Management October 2004 - October 2006
The Galleon Group January 2002 - October 2004
Bank of America June 1997 - December 2002
Skills
Hedge Funds, Equity Valuation, Equity Research, Investment Strategies, Equities, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Equity Trading, Asset Allocation, Financial Markets, Trading, Securities, Valuation, Capital Markets, Investments, Special Situations, Emerging Markets, Financial Modeling, Options, Financial Analysis, Asset Managment, Equity Derivatives, ETFs, Institutional..., Trading Strategies, Private Equity, Investment Management
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance and Marketing
EverBank 2012 - 2013
GPS Capital Markets, Inc. 2012 - 2012
Royal Bank of Scotland 2007 - 2011
ABN AMRO 1994 - 2007
Bank of Montreal 1991 - 1994
Westpac Banking Corporation 1988 - 1991
Bank of America 1987 - 1988
Skills
Foreign Exchange..., Foreign Exchange, Treasury Management, Brazilian Portuguese, Foreign Currency, Currency Futures, FX Hedging, Options, Finance, Risk Management, Derivatives, Currency, Banking, Strategy, Capital Markets, Hedging, Financial Risk, Interest Rate..., Commercial Banking, Portfolio Management, Financial Markets, FX Options, Business Development, Trading
Education
Boston College - Carroll School of Management
Bachelor of Science (BS)
Pace University - Lubin School of Business
Master of Business Administration (MBA), Economics, Finance
University of Sao Paulo - International Foreign Language & Graduate School of Business
Bank of America November 1997 - Present
Education
Boston Latin School
Ally Financial Inc. January 2010 - Present
Bank of America January 2005 - June 2009
Skills
Banking, E-commerce, Finance, Financial Analysis, Forecasting, Leadership, Managerial Finance, Marketing, Mortgage Lending, Portfolio Management, Product Development, Strategy, Financial Modeling, Risk Management, Financial Services, Vendor Management
Education
Boston College - Carroll School of Management
B.S. Business Administration, Finance
Citizens Financial Group, Inc. October 2014 - Present
Bank of America Merrill Lynch August 1991 - Present
Bank of America 1991 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
Masters, Finance
Rhodes College 1981 — 1985
BA, Economics, Business Admin
Capital Health Group, LLC January 2012 - Present
Guaranty Bank April 2006 - May 2008
JP Morgan Chase January 2005 - April 2006
Bank of America January 2001 - January 2005
Skills
Commercial Lending, Loans, Real Estate Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
Masters of Finance
University of Texas at Dallas - Naveen Jindal School of Management
BBA
Bank of America June 1992 - Present
Skills
Middle Market, Credit, Capital Markets, Credit Analysis, Loans, Banking, Portfolio Management, Risk Management, Commercial Banking, Commercial Lending, Investment Banking, Credit Risk, Asset Based Lending, Financial Analysis, Financial Modeling, Fixed Income, Loan Origination, Structured Finance, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
MBA, Corporate Finance
College of the Holy Cross 1980 — 1984
BA, Economics
Xaverian
Bank of America 2004 - Present
Fleet Bank 1996 - 2004
Fleet Financial / RECOLL Management 1992 - 1996
Commonwealth Mortgage Co. Inc. 1988 - 1992
Commonwealth Mortgage Co. Inc. 1986 - 1988
Skills
Small Business Lending, Commercial Lending
Education
Suffolk University 1978 — 1982
Bachelor of Arts, Sociology
Boston Latin School 1974 — 1978
Merrill Lynch December 2008 - Present
Bank North Investment Group 2006 - 2008
Bank of America 2005 - 2007
Wachovia Securities, LLC 1996 - 2005
The ARC of Massachusetts 1980 - 1984
Education
Boston College 1995 — 1996
Special Education Severe Disablities
Massachusetts College of Liberal Arts 1978 — 1982
BA, Sociology/Psychology
Ipswich High School 1974 — 1978
UBurger March 2009 - Present
Bank of America May 2007 - March 2009
Countrywide Full Spectrum Lending June 2005 - May 2007
Skills
Banking
Education
Boston University 2000 — 2004
Bachelors, Economics
Boston Latin School 1994 — 2000
High School
Bank of America June 2009 - Present
Bank of America July 2007 - June 2009
Skills
Fixed Income, Equities, Banking, Portfolio Management, Asset Management, Investments, Analysis, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Corporate Finance
Clemson University - College of Business and Behavioral Science
Bachelor of Science (B.S.), Financial Management
John Hancock May 2009 - Present
Bank of America March 2007 - March 2009
Deutsche Asset Management 2005 - 2007
Dechert LLP 2000 - 2005
Fidelity Investments 1999 - 2000
BASF 1997 - 1999
Skills
Securities, Compliance, Investments, Investment Advisory, Asset Management, Corporate Governance, Securities Law, Mutual Funds, Investment Advisers Act, Corporate Law, Investment Company Act, Investment Management, Financial Services, SEC filings, Securities Regulation, Alternative Investments
Education
Boston College Law School 1994 — 1997
JD, Law
Boston College 1990 — 1994
BA, summa cum laude, Political Science and Spanish
Regiment Capital Advisors LP August 2014 - Present
Marathon Asset Management 2008 - July 2014
Bank of America October 1998 - July 2008
Gainor & McCarthy 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Family Office, Fixed Income, Investor Relations, Private Equity, Equities, Capital Markets, Investment Management, Securities, Asset Allocation, Investments, Endowments, New Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Boston University School of Law
LL.M Program in Banking & Financial Law
Suffolk University Law School
JD, Law
University of New Hampshire
BA
Bank of America March 2014 - Present
Bank of America February 2006 - March 2014
John Hancock Life Insurance Company (U.S.A.) February 1997 - July 2005
John Hancock Mutual Funds February 1992 - February 1997
Skills
Financial Modeling, Financial Statement..., Capital Markets, Derivatives, Investments, Ad Hoc Reporting, Securities, Banking, Loans, Financial Reporting, Financial Forecasting, Pivot Tables, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1977 — 1982
BA, Economics
Argonaut Group 2009 - Present
Liberty Mutual Group 2006 - 2009
Liberty Mutual Group 2004 - 2006
Bank of America 2002 - 2004
General Cinema Theatres 2000 - 2002
Scitex America 1998 - 2000
Daratech 1996 - 1998
Skills
Financial Modeling, Strategic Financial..., Commercial Insurance, Forecasting, Reinsurance, Financial Analysis, Insurance, General Insurance, Microsoft Word, Data Analysis, Negotiation, Microsoft Excel, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance and Operations
Worcester Polytechnic Institute 1986 — 1991
Bachelor of Science, Mechanical and Electrical Engineering
First Republic Bank June 2010 - Present
Bank of America September 2009 - June 2010
Citi June 2007 - September 2008
Skills
Banking, Credit, Loans, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Accounting, Investments, Finance, Financial Services, Financial Modeling, Commercial Lending, Microsoft Excel, Leadership, Salesforce.com, Sales, Commercial Banking, Management, Student Loans
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Master of Science Finance (MSF)
Santa Clara University - Leavey School of Business 2006 — 2009
Bachelor of Science (BS), Commerce Finance
St. Ignatius College Prep 2002 — 2005
High School
Bank of America June 2004 - Present
Mecklenburg County Sheriff's Office August 2003 - June 2004
EG&G Technical Services May 2000 - July 2003
Skills
Analysis, Program Management, Strategy, Strategic Planning, SAS, Project Management, Writing, Project Planning, Portfolio Management, Credit, Vendor Management, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MS, Finance
University of Massachusetts Dartmouth 1996 — 1999
Bachelor of Arts (B.A.), Economics
Citizens Bank May 2007 - Present
GE Capital October 2004 - May 2007
Bank of America 1999 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1994 - 1998
Skills
Interest Rate Risk..., Finance, Banking, Commercial Banking, Credit Risk, Portfolio Management, Credit Analysis, Credit, Investment Banking, Retail Banking, Capital Markets, Loans, Commercial Lending, Financial Structuring, Structured Finance, Risk Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Post Grad, Financial Economics
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1991
MSF, Finance
Providence College 1986 — 1990
BS, Management and Finance
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
Bank of America August 2015 - Present
Bank of America April 2014 - May 2015
LLB Consulting January 2012 - April 2014
Cushman and Wakefield 2010 - 2011
Jones Lang LaSalle 2009 - 2010
BioMed Realty Trust 2007 - 2009
Equity Office Properties 2004 - 2007
Skills
Commercial Real Estate, Contract Negotiation, Real Estate, Budgets, Financial Analysis, Real Estate Economics, Operations Management, Budgeting, Strategic Planning, Project Management, Asset Management, Management, Real Estate Development, Financial Reporting, Business Analysis, Key Account Management, Risk Management, Financial Modeling, Commissioning, Compliance, Financial Risk, ISO, Key Performance..., Lifesciences, Market Analysis, New Business Development, PowerPoint, Renewable Energy, Disaster Recovery, Vendor Management, Zoning, Property Management, Due Diligence, Leases, Real Estate Transactions, Facilities Management, Negotiation
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
University of Wisconsin-Madison
BA, Political Science
KeyBank November 2014 - Present
Westerly Wind LLC January 2013 - October 2014
First Wind November 2008 - September 2012
NextEra Energy June 2002 - November 2008
BTMU Capital Corporation 2000 - 2002
Bank of America 1990 - 2000
Skills
Project Finance, Debt, Equities, Venture Capital, Treasury Management, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, Energy, Private Equity, Renewable Energy, Structured Finance, Financial Structuring, Financial Analysis, Finance, Risk Management, Restructuring, Investment Banking, Forecasting, Business Strategy, Capital Markets, Joint Ventures
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA, Finance & Strategic Planning
Willamette University 1980 — 1984
BA, Mathematics & Economics
Goldberg Kohn Ltd. September 2014 - Present
Allstate May 2012 - August 2014
Chancery Division Advice Desk December 2011 - May 2012
Bank of America January 2011 - May 2011
Meckler Bulger Tilson Marick & Pearson LLP June 2010 - August 2010
Boston College Immigration and Asylum Project June 2009 - August 2009
Skills
Legal Research, Negotiation, Legal Writing, Mediation, Litigation, Commercial Litigation, Corporate Law, Real Estate, Westlaw, Civil Litigation, Mergers & Acquisitions, Lexis
Education
Boston College Law School 2008 — 2011
Doctor of Law (J.D.)
University of Wisconsin-Madison 2004 — 2008
BBA, Real Estate and Urban Land Economics, Political Science
Dental Herb Company April 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - April 2011
Bank of America January 2009 - December 2010
Education
Boston College 2003 — 2007
B.S., Management
Citizens Financial Group, Inc. September 2014 - Present
State Street 2009 - September 2014
US Trust Company/Bank of America March 2006 - June 2008
Bank of America January 2000 - June 2004
Bank of America January 1994 - January 2000
Skills
Relationship Management, Financial Services, Due Diligence, Risk Management, Banking, Securities, Fixed Income, Hedge Funds, Equities, Investments, Financial Risk, Asset Management, Mutual Funds, AML
Education
Providence College 1986 — 1990
BA, Liberal Arts and Sciences, General Studies and Humanities
Boston College - Wallace E. Carroll Graduate School of Management
Corporate Giving Certificate
Northwestern University
Trust School Certificate
Bank of America March 2014 - Present
Kaplan International College September 2013 - March 2014
AOI College of Languages February 2013 - March 2014
ShariBe Eco-Chic Apparel November 2011 - September 2013
Comerica Bank October 2007 - October 2011
Wells Fargo Bank September 1995 - October 2007
Berlitz de Mexico 1991 - 1992
Skills
Commercial Banking, Loans, Consumer Lending, Banking, Credit, Wealth Management, Retail Banking, Investments, Credit Cards, Commercial Lending, Treasury Management, Credit Analysis, Small Business, Asset Based Lending, Treasury Services, Real Estate, Leadership, Business Development, Mortgage Lending, Relationship Management
Education
Brown University 1975 — 1979
BA, Human Biology
McGill University 1979 — 1983
MBA, International Business & Finance
Boston Latin School 1969 — 1975
HS Diploma, College Prep
University of California, Irvine 2012 — 2013
Certificate, Teaching English as a Second Language, TESL
Staples, Inc. September 2014 - Present
Ropes & Gray LLP May 2014 - July 2014
Boston College Legal Assistance Bureau October 2013 - May 2014
Honorable Nancy N. Bills - State Court of Rockdale County July 2013 - August 2013
Moore & Van Allen, PLLC May 2013 - June 2013
Bank of America May 2011 - July 2012
Bank of America April 2009 - April 2011
Bank of America July 2008 - March 2009
DoubleClick June 2007 - August 2007
Starcom MediaVest Group June 2006 - August 2006
Skills
Compliance, Risk Assessment, Business Relationship..., Mortgage Lending, Fair Housing, ECOA, Pricing Analysis, Six Sigma, Microsoft Excel, Microsoft Word, PowerPoint, Access, JMP, Visio, SQL
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Marketing, English
Charlotte Country Day School
Fidelity Investments June 2010 - Present
Fidelity Investments November 2007 - June 2010
Mercer Global Investments May 2005 - April 2007
Bank of America November 1999 - May 2005
Keyport Life Insurance Company May 1992 - November 1999
Skills
Mutual Funds, Financial Services, Series 7, Portfolio Management, Series 63, Investments, Asset Management, Relationship Management, Securities, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
M.B.A.
Merrimack College 1988 — 1992
B.S., Business Administration, Marketing
Bank of America August 2010 - Present
Sidley Austin LLP September 2000 - August 2010
Windy USA February 2004 - October 2006
Skills
Structured Products, Securities, Securities Regulation, Corporate Law, Corporate Governance, Mergers, Joint Ventures, Mergers, Litigation
Education
Emory University School of Law 1997 — 2000
JD, With Honors, Law
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS, Magna Cum Laude, Finance
Radius Bank June 2010 - Present
Berkshire Bank August 2006 - February 2010
Bank of America April 2004 - July 2006
FleetBoston Financial 1999 - 2002
BankBoston 1992 - 1999
BankBoston 1983 - 1992
Skills
Member Town of Sharon..., Credit, Leadership, Loans, Commercial Banking, Portfolio Management, Capital Markets, Credit Risk, Internal Audit, Financial Risk, Investment Banking, Risk Management, Corporate Finance, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Banking, Asset Based Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
MBA
Harvard University 1970 — 1974
AB
Bank of America September 2013 - Present
Bank of America January 2010 - July 2013
Bank Of America April 2006 - December 2009
Pepsi Bottling Group June 2004 - March 2006
Skills
Finance, Banking, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 2000 — 2004
BS, Marketing
Boston College - Carroll School of Management 2000 — 2004
BS, Finance
Wells Fargo Home Mortgage August 2012 - Present
Citi February 2012 - August 2012
Bank of America December 2010 - February 2012
Real Estate Mortgage Network October 2010 - December 2010
AIG October 2009 - November 2010
Crescent Mortgage August 2009 - November 2009
Taylor, Bean & Whitaker September 2008 - August 2009
American Sterling June 2008 - September 2008
Flagstar Bank August 2007 - June 2008
First Magnus Financial March 2007 - August 2007
Skills
PeopleSoft, VA loans, PowerPoint, Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Government, Government Loans, Finance, FHA financing, Vendor Management, Team Building
Education
Boston College
Economics
Bank of America June 2015 - Present
MBA Candidate at Boston College Carroll School of Management August 2013 - Present
Federal Reserve Bank of Boston October 2014 - April 2015
Bank of America June 2014 - August 2014
Kurzweil/IntelliTools September 2010 - August 2013
RF Binder June 2009 - August 2009
Skills
Salesforce.com, Sales Process, Sales, Constant Contact, Marketing Strategy, Social Media, Management, Marketing, Analysis, Budgets, Strategic Planning, Lead Generation, Market Research, Email Marketing, Customer Service, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Trinity College-Hartford 2007 — 2010
Bachelor of Arts (B.A.), Economics
Miami University 2006 — 2007
Bank of America May 2015 - Present
Morgan, Lewis & Bockius LLP November 2014 - May 2015
Bingham McCutchen LLP October 2009 - November 2014
Liberty Mutual Group 2005 - 2006
Skills
Mediation, Legal Writing, Commercial Litigation, Arbitration, Legal Research, Civil Litigation
Education
Boston College Law School 2007 — 2009
JD
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2003
B.B.A., Finance
Bank of America February 2013 - Present
Bank of America June 2009 - January 2013
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Underwriting, Microsoft Excel, Bloomberg
Education
Boston College 2005 — 2009
BS, Finance, Information Systems, Marketing
U.S. Trust May 2012 - Present
U.S. Trust May 2009 - May 2012
Bank of America June 2006 - May 2009
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Honors Program, Finance, Accounting
Bank of America November 2012 - Present
Bank of America August 2005 - November 2012
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Psychology
Fragomen, Del Rey, Bernsen & Loewy September 2014 - Present
Fragomen, Del Rey, Bernsen & Loewy January 2014 - May 2014
Avid Technology May 2013 - August 2013
Bank of America July 2012 - August 2012
City of Boston May 2012 - June 2012
New York University August 2010 - June 2011
New York University January 2008 - June 2011
Peoples Revolution January 2011 - May 2011
Pearson Education June 2009 - June 2010
InStyle January 2010 - May 2010
Skills
Legal Research, Legal Writing, Policy Analysis, Public Speaking, Research, Spanish, Editing, Social Networking
Education
Boston College Law School 2011 — 2014
J.D.
New York University 2007 — 2011
B.S., Media, Culture, and Communication, Political Science
New York University in Prague 2010 — 2010
Universidad Popular Autónoma del Estado de Puebla 2008 — 2008
PwC September 2014 - Present
Boston College Intramurals September 2011 - May 2014
Bank of America June 2013 - August 2013
Town of Greenburgh, NY June 2012 - August 2012
Town of Greenburgh, NY June 2008 - August 2012
U.S. Open August 2009 - September 2009
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Teaching, Teamwork
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Accounting
Bank of America
Skills
Portfolio Management
Education
Boston College - Carroll School of Management 1993 — 1997
MBA, Business Adminstration, Finance
The University of Connecticut 1982 — 1986
BA, Economics, Finance
Merrill Lynch - Bank of America September 2013 - Present
U.S. Trust - Bank of America June 2010 - September 2013
Bank of America January 2006 - May 2010
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Equities
Education
Boston College - Carroll School of Management 2008 — 2010
MBA, Corporate Finance
Tulane University 1998 — 2002
Bachelor of Science
Bank of America 1989 - 2012
Skills
Creative Writing
Education
Boston College
Bachelor of Arts (B.A.), Political Science and Government
Eymard Prep
Liberal Arts and Sciences, General Studies and Humanities
Bank of America November 1993 - Present
Education
Boston College - Carroll School of Management 1991 — 1993
Master of Business Administration (M.B.A.)
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.)
Deutsche Bank October 2010 - October 2012
Barclays Investment Bank June 2007 - September 2010
Bank of America May 2004 - May 2007
JPMorgan Chase July 1999 - May 2004
Skills
Hedge Funds, Series 24, Series 7, Series 63, Bonds, Capital Markets, Equities, FX Options, Fixed Income, Options, Private Equity, Trading, Risk Management, Commodity, Investments
Education
Boston College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science & Finance, Major GPA: 3.7 / 4.0 Cum GPA 3.5 / 4.0
Passed CFA Level II
Multicultural Community Services May 2012 - March 2014
Bank of America September 2009 - February 2011
Citi June 2007 - July 2008
Skills
Financial Analysis, Data Analysis, Due Diligence, SAS, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Finance and Marketing