Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
ReVamp Wholesale July 2014 - August 2014
ReVamp Electronics January 2014 - April 2014
Bank of America February 2013 - May 2013
Skills
Emotional Intelligence, Social Intelligence, Human Potential, Transformational..., Leadership, Social Media, Public Speaking, Strategic Planning, Management, Coaching, Leadership Development, Marketing, Entrepreneurship, Marketing Strategy, Microsoft Office, Research
Education
Boston University Questrom School of Business 2013 — 2016
Bachelor of Science (BS), Business Administration and Management; Accounting/Finance Concentration
Bunker Hill Community College 2012 — 2013
Business Concentration
This Old House February 2003 - Present
This Old House February 2003 - Present
Bank of America June 2006 - June 2007
Fleet Bank January 1999 - February 2002
Education
Boston University Questrom School of Business 1997 — 1999
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, History
St. Benedicts Prep 1983 — 1986
Iron Mountain January 2015 - Present
Iron Mountain December 2011 - December 2014
Iron Mountain October 2009 - December 2011
Countrywide Home Loans 2003 - 2008
Countrywide Home Loans July 2005 - June 2007
Bank of America March 2003 - December 2003
Investors Bank & Trust August 2001 - March 2003
Skills
Disaster Recovery, Information Management, Business Process..., Data Privacy, Litigation Support, Contingency Planning, Technical Product Sales, Leadership, Sales Process, Marketing Strategy, Salesforce.com, Business Development, Direct Sales, Risk Management, Relationship Management, Data Center, Storage Solutions, Federal Government, Large Systems..., Cloud Computing, New Business Development, Selling, Solution Selling, Strategic Partnerships, SaaS, Professional Services, Sales, Product Management, Team Building, Recruiting, Management
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University - School of Management 1997 — 2001
BSBA, Finance and Management Information Systems
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
R. Piedmont & Associates January 2012 - Present
Celebree Learning Centers December 2013 - January 2015
Catalyst IT Services December 2012 - November 2013
Algeco Scotsman August 2008 - January 2012
Old Mutual Financial Network March 2006 - April 2008
Baltimore City Public Schools 2003 - 2005
Allfirst Bank June 2000 - August 2003
Williams Scotsman May 1995 - June 2000
Bank of America December 1988 - April 1995
BayBank June 1985 - December 1988
Skills
Strategic Planning, Financial Reporting, Financial Planning, Analysis, Accounting, Coaching, Team Building, Budgeting, Negotiation, Financial Analysis, Operations Management, Banking, Financial Modeling, Forecasting, Internal Controls, Mergers, Investments, Business Planning, Supply Chain Management, Process Improvement, Sales Management, Contract Negotiation, Public Speaking, Business Process..., Due Diligence, Business Strategy, Financial Management, Change Management, Management Consulting, Corporate Finance, SOX, Asset Management, Insurance, Administration, Portfolio Management, Inventory Management, PowerPoint, Account Management, Process Engineering, Research, Cash Management, ERP, Team Leadership, Service Orientation, Customer Relations, Problem Solving, Planning, Compliance, Real Estate, Data Modeling
Education
Boston University Questrom School of Business 1984 — 1988
MBA, Financial Services
Fordham University 1977 — 1981
BS, Business
ccbc
People's United Bank April 2013 - Present
Bank of America June 2010 - April 2013
Skills
Recruiting, I-9 Compliance, Fingerprinting, SharePoint, Microsoft Excel, Interview Preparation, Onboarding, Employee Training, PeopleSoft
Education
Boston University 2005 — 2009
Bachelor of Fine Arts (B.F.A.), Painting
USDA/HNRCA at Tufts University September 2005 - Present
Pfizer October 2004 - September 2006
TigerDirect August 2002 - March 2003
Johnson & Johnson August 2000 - October 2001
Pegasystems October 1995 - August 2000
Bank of America October 1993 - October 1995
US Navy January 1986 - October 1993
Queens College September 1981 - June 1983
Skills
System Administration, Troubleshooting, Disaster Recovery, Windows, Virtualization, ITIL, Network Administration, VMware, Security, Operating Systems, Active Directory, VPN, Unix, Linux, DNS, Network Security, DHCP, Computer Security, Servers, Backup Solutions, Database Administration, Programming, Technical Support, Networking, Windows Server, Hardware, Computer Hardware, SharePoint, Windows 7, Help Desk Support, Access, Solaris, TCP/IP, Software Documentation, Perl, Storage, Storage Area Networks, Integration, IT Management, Databases, Cloud Computing, Visio, Microsoft SQL Server, Enterprise Architecture, Testing, Unix Shell Scripting, Software Development, IT Operations, VMware ESX, System Deployment
Education
University of Southern Maine
Bachelor's Degree
The George Washington University 1990 — 1991
Queens College 1981 — 1983
Newtown High School 1974 — 1979
High School
Boston University - Metropolitan College
River Glen Private Capital June 2015 - Present
U.S. Bank April 2013 - May 2015
U.S. Bank April 2011 - April 2013
Bank of America September 2007 - April 2011
Maersk Logistics July 2006 - August 2007
Maersk Group July 2005 - July 2007
Maersk Line July 2005 - July 2006
Education
Boston University Questrom School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance Strategy
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance Political Science
Alternative Strategy Partners January 2007 - Present
Wells Fargo 1992 - 2006
Bank of America 1984 - 1992
Skills
Banking, Asset Management, Risk Management, Alternative Investments, Fixed Income, Restructuring, Mortgage Underwriting, Real Estate Financing, Relationship Management, Capital Markets
Education
Boston University - School of Management
John Hancock Financial Services November 2014 - Present
John Hancock March 2008 - November 2014
John Hancock August 2006 - March 2008
Bank of America February 2005 - August 2006
People's United Bank July 2004 - January 2005
Skills
Sales, Business Strategy, Insurance, Negotiation, Executive Management, Mutual Funds, Long-term Care, Life Insurance, Business Development, Sales Analysis, Performance Analysis, Competitive Intelligence
Education
Sacred Heart University; John F. Welch School of Business 2002 — 2004
MBA, Finance
Boston University - School of Management 1998 — 2002
BS, Finance
Bank of America March 2006 - Present
Education
Boston University Questrom School of Business
MBA studies
Roger Williams University
Paralegal Certificate
University of Rhode Island
BA, Economics
Bank of America April 2004 - Present
BayBank December 1977 - December 1995
Skills
Vendor Management, Strategic Sourcing, Risk Management, Banking, Process Improvement, Relationship Management, Credit, Sourcing, Six Sigma, Outsourcing, Management, Change Management, Financial Analysis, Supply Management, Portfolio Management, Cross-functional Team..., Negotiation, Business Process..., Credit Cards, Business Analysis
Education
Boston University - School of Management
BS
Essex Securities LLC October 2014 - Present
Army National Guard August 2007 - Present
Santander Securities October 2013 - October 2014
Santander Bank, N.A. November 2012 - October 2013
Santander Bank, N.A. September 2011 - November 2012
Merrill Lynch October 2009 - July 2011
Bank of America October 2007 - October 2009
New York Life Insurance Company June 2006 - October 2007
Auto-torium August 2004 - June 2006
Netspoke 2001 - 2002
Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services
Education
Suffolk Law School 2011 — 2015
Doctor of Law (JD)
Boston University - Metropolitan College 2010 — 2011
Financial Planning and Services
Greater Lawrence Technical School 1996 — 2000
High School Diploma
FM Global February 2015 - Present
Genzyme September 2012 - January 2015
EMC June 2011 - September 2012
Bank of America March 2007 - June 2011
Bank of America July 2005 - March 2007
Citizens Bank April 2005 - July 2005
CVS January 2005 - April 2005
Orange Board of Education October 2003 - December 2004
Orange Board of Education August 2003 - December 2004
Skills
SQL, SAP, ERP, Program Management, Analysis, Microsoft Office, Oracle E-Business Suite, HTML, Project Management, Oracle Reports, Cognos ReportNet, Hummingbird, Actuate, Oracle Financials, Business Intelligence..., Business Intelligence, Business Analysis, DB2, Data Analysis, Server Administration, SDLC, Agile Methodologies
Education
Boston University - School of Management 2008 — 2010
MBA
Bryant University 1999 — 2003
Bachelor of Science, Business Administration; Computer Information Systems (CIS)
MA Insurance Advisor January 2014 - Present
Generation Wealth & Investments June 2011 - Present
Bank of America July 2006 - February 2009
E*Trade Financial January 2005 - July 2006
Buff Capital Management September 2000 - December 2004
U.S. Coast Guard July 1999 - July 1999
Skills
Bloomberg, VBA, Portfolio Management, Wealth Management, Investment Management, Access, Finance, SQL, Financial Modeling, Valuation, Mandarin, Corporate Finance, Business Strategy, Financial Analysis, Private Equity
Education
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2011
Masters of Business Administration
Peking University 2010 — 2010
Masters of Business Administration
College of Financial Planning 2002 — 2004
Certified Financial Planner (CFP®) Certification
Boston University - School of Management 1999 — 2002
Bachelor of Science
Intralinks March 2015 - Present
Cengage Learning July 2013 - March 2015
Cengage Learning July 2011 - July 2013
Omgeo February 2006 - July 2011
TCB February 2005 - February 2006
Bank of America February 2001 - February 2005
Fleet Bank 2001 - 2005
Razorfish December 1999 - February 2001
Skills
Requirements Gathering, User Stories, SDLC, Functional..., Wireframes, Iterative development, Acceptance criteria, Product backlog, Cost analysis, User-centered Design, Cross-functional Team..., Project Management, Business Analysis, Agile Methodologies, Product Development, Product Lifecycle..., E-commerce, Resource Management, Team Facilitation, Product Design, Requirements Management, Requirements Analysis, Product Requirements, Software Documentation, Business Requirements, Quality Assurance, Product Management, Web Applications, Usability Testing, Strategy, Agile Project Management, Waterfall, User Acceptance Testing
Education
Boston University Questrom School of Business
MBA
Boston University Questrom School of Business
MS, Information Systems
Syracuse University
BS, Accounting
Bank of America June 2010 - Present
Hartford Financial Products 2004 - 2008
Skills
Underwriting, Financial Analysis, Insurance, Financial Modeling, Risk Management, Relationship Management, Credit, Property & Casualty..., Portfolio Management
Education
Boston University Questrom School of Business 2008 — 2010
MBA, Finance
Colgate University 2000 — 2004
BA, Mathematical Economics
Bank of America November 2013 - Present
Debtwire December 2012 - November 2013
Market Realist October 2012 - December 2012
Xtract Research LLC (Subsidiary of Financial Times Group) September 2012 - November 2012
Investors Capital July 2011 - August 2011
Leverage Academy, LLC September 2010 - December 2010
Skills
DCF, Comparison, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, PowerPoint, Access, Microsoft Word, Equity Research, Spanish, Microsoft Office, Bloomberg, Research, Customer Service, Analysis, Social Media, Equities, Comparative Market..., Mergers & Acquisitions
Education
Boston University Questrom School of Business 2008 — 2012
B.S.B.A, Finance and Accounting
Brooklyn Technical High School 2008 — 2012
State Street September 2015 - Present
State Street September 2013 - September 2015
State Street August 2011 - August 2013
State Street May 2010 - August 2011
Committee to Elect Michael Albano January 2010 - April 2010
Committee to Elect Tomás Gonzalez March 2009 - November 2009
Bank of America June 2008 - March 2009
Boston University: School of Management September 2006 - May 2008
Merrill Lynch Global Private Wealth Management June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Invoice Processing, Fund Administration, Bloomberg, Investments, Financial Services, Mutual Funds, Microsoft Office
Education
Boston University 2004 — 2008
Bachelor of Arts, Economics
The Bronx High Scool of Science 2000 — 2004
Regents High School Diploma
Bank of America 2010 - Present
KBPartners, LLC. January 2001 - Present
Clareon Corporation January 1998 - December 2001
Bank of Boston April 1997 - April 1999
Bank of Boston 1992 - 1997
Bank of Boston April 1989 - February 1992
MAC group/Gemini 1981 - 1988
Skills
Customer Acquisition, Business Strategy, Analytics, Direct Marketing, Strategic Planning, P&L Management, Financial Services, Marketing Strategy, Segmentation, Database Marketing, CRM, Digital Marketing, Cross-functional Team..., Competitive Analysis, Marketing, Market Research, Integrated Marketing, Management, Thought Leadership, Leadership, Marketing Communications, Brand Development, Online Advertising, Strategy
Education
Boston University - School of Management 1993 — 1995
MBA, Marketing & Finance
Tufts University 1974 — 1979
BA, Child Psychology & Development
Madeira School 1973 — 1975
Bank of America 2009 - Present
Ernst & Young 1998 - 2009
Sky Financial Group October 1992 - January 1998
National City Bank September 1989 - October 1992
Skills
Internal Audit, Enterprise Risk..., SOX, Compliance, Risk Management, Fraud Investigations, Process Improvement, Management Consulting, Compliance Audits, Internal Controls, IT Audit, Risk Assessment, Corporate Governance, Compliance Management, Fraud, Risk, COSO, Risk Mitigation, Operational Risk, Auditing, Operational Risk..., Banking, Certified Fraud Examiner, Certified Internal..., Governance, IT Risk, Financial Control, Financial Institutions, Big 4, Business Process..., Sarbanes-Oxley Act, Mortgage Lending, Mortgage Servicing, Federal & State..., Sarbanes-Oxley, Financial Risk, Financial Services, Corporate Finance, Quality Auditing, Information Technology, Financial Analysis, Management, Leadership, Due Diligence
Education
Boston University Questrom School of Business
MBA, Business Administration
La Martiniere, Calcutta
High School
Punjab University
Bachelor of Architecture (B.Arch.), Architecture
OneProsper International July 2010 - Present
R&M Western Properties 2004 - Present
Office of the Superintendent of Financial Institutions of Canada 2001 - 2003
Bank of America 1999 - 2000
Pacific Exchange 1998 - 1999
Deutsche Asset Management 1998 - 1998
PricewaterhouseCoopers 1996 - 1998
Skills
Fundraising, Strategic Planning, Budgeting, Volunteer Management, Grants, Non-profits, Social Media, Leadership, Public Speaking, Research, Budgets, Event Planning, Public Relations, Entrepreneurship, Nonprofits, Community Development, Grant Writing
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (MBA), MS.MIS
Carleton University 1990 — 1993
Bachelor of Commerce (B.Com.)
SunTrust May 2015 - Present
Bank of America October 2014 - May 2015
Bank of America April 2011 - October 2014
Bank of America November 2009 - April 2011
Bank of America November 2008 - November 2009
Bank of America March 2008 - November 2008
Bank of America July 2006 - March 2008
Target June 2003 - March 2006
Skills
Leadership, Banking, Management, Risk Management, Relationship Management, Human Resources, Financial Analysis, Process Improvement, Analysis, Business Process..., Customer Service, Performance Management, Retail Banking, Call Centers, Vendor Management, Business Analysis, Project Management, Financial Services, Software Documentation, Strategic Planning, Leadership Development, SharePoint, Operational Risk..., Change Management, Credit, Training, Expense Management, Risk Assessment, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, MS Project, Finance, Project Communications, Six Sigma, Operational Excellence, PMI
Education
Boston University - Metropolitan College 2011 — 2015
Masters Degree, Project Management
Boston University - Metropolitan College
Graduate Certificate, Project Management
Bryant University 1999 — 2003
Bachelors, Management
Boston Private February 2012 - Present
Salem Five Bank 2005 - February 2012
Bank of America 2004 - 2005
Fleet Bank 2000 - 2004
Citizens Bank 1999 - 2000
State Street Bank 1987 - 1999
Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending
Education
Dartmouth College 1976 — 1980
A.B., Economics
Boston University Questrom School of Business 1985 — 1987
MBA, Finance
Bank of America July 2013 - Present
Bank of America July 2012 - July 2013
Brigos Capital Management September 2011 - December 2011
MetLife June 2011 - July 2011
Pershing Advisor Solutions June 2010 - August 2010
Pershing July 2009 - August 2009
Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation
Education
Boston University - School of Management 2008 — 2012
Bachelor's, Business Administration
Federal Reserve Bank of New York July 2013 - Present
Bank of America March 2010 - July 2013
Citi July 2004 - April 2010
Skills
Enterprise Architecture, Data Warehousing, SDLC, Analytics, Business Intelligence, Team Management, Metadata Management, Data Standards, Data Quality, Systems Engineering, Trading Systems, Master Data Management, Information Architecture, Core Java, Distributed..., Hadoop, Vendor Management, Data Stewardship, Team Leadership, Project Management, Big Data, Database Design, Agile Methodologies, ETL, Oracle, Software Project..., Data Governance, Requirements Analysis, Data Integration, Requirements Gathering, IT Strategy
Education
Boston University 2008 — 2010
Master of Science, Banking and Financial Services Management
Boston University 2000 — 2004
Bachelor of Science, Computer Systems Engineering
Bank of America June 2008 - Present
Johnson & Johnson June 2007 - August 2007
Duke Management Company September 2003 - June 2006
MedSolutions, Inc. February 2002 - July 2003
Avant PC June 1994 - February 2002
Skills
Leadership, Supervision Of Staff, Team Supervision, Staff Selection, Managing Budget, Quantitative Analytics, Data Mining, Trend Identification, Increasing Revenue, Customer Research, Customer Intelligence, Customer Insight, Marketing Strategy, Marketing Messaging, Market Pricing, Market Launch, Market Validation, Product Concepts, Product Management, Product Strategy, Product Marketing, Product/service..., Product Planning, Segmentation, Acquisition Strategy, Target Identification, Tactical Marketing, Product Requirements..., Feature Definition, Offer Development, Promotion Planning, Loyalty Program..., Cost Reduction Programs, Go-to-market Strategy, Experience Strategy, Customer Education, Customer Experience, Voice of the Customer, Online User Experience, Online Acquisition, Website Building, Cross-channel Marketing, Retail Execution, Partners Management, Business Analysis, Operations Management, Management, Budgets, Marketing, Mergers
Education
Boston University Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.) with High Honors
University of Missouri, Rolla 1996 — 2000
Non-degree program, Financial Mathematics
College of the Ozarks 1994 — 1996
Bachelor of Science, summa cum laude, Mathematics Business Administration
Teradyne September 2012 - Present
Teradyne January 2011 - September 2012
Bank of America June 2010 - August 2010
Meridian Asset Services December 2007 - July 2009
Greenlight Capital June 2007 - August 2007
Precision Maps January 2004 - June 2007
Skills
Project Management, Financial Analysis, Forecasting, Microsoft Excel, Cross-functional Team..., Management, Strategy, Operational Strategy, Leadership, PowerPoint, Product Development, Six Sigma, Operational Planning, Statistical Modeling, Analysis, Risk Management, Manufacturing, Demand Management, Process Improvement, Finance, Business Analysis, Data Analysis
Education
Boston University - School of Management 2009 — 2011
MBA
University of South Florida-St. Petersburg Campus
B.A.
HSBC Securities February 2014 - Present
HSBC Securities March 2010 - February 2014
Bank of America June 2008 - February 2010
Boston University School of Management September 2007 - May 2008
Sony Electronics September 2006 - May 2008
Merrill Lynch May 2007 - August 2007
MetLife Investments May 2006 - August 2006
Key Club International July 2003 - July 2004
Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management
Boston University - School of Management 2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor
Procter & Gamble July 2013 - Present
Procter & Gamble August 2011 - June 2013
Kellogg School of Management June 2009 - June 2011
Procter & Gamble 2010 - 2010
Bank of America January 2008 - June 2009
Bank of America May 2006 - 2008
Filene's/Kaufmann's 2004 - 2006
Vision Marketing January 2003 - May 2003
Skills
Competitive Analysis, Product Management, Retail, Business Strategy, Brand Management, Market Research, Strategy, Financial Analysis, Marketing Strategy, Segmentation, Cross-functional Team..., Customer Insight, Product Development, Analytics, Marketing Research
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Boston University Questrom School of Business 2000 — 2004
BS in Business Administration, International Business and Marketing
Universidad Autónoma de Madrid 2003 — 2003
Marketing; International Business
Ashland High School 1996 — 2000
Chevron October 2012 - Present
Chevron January 2011 - September 2012
Chevron May 2009 - December 2010
Chevron June 2008 - April 2009
Deloitte Consulting September 2007 - February 2008
Liberty Mutual June 2007 - August 2007
Bank of America August 2004 - June 2006
Bank of America May 2004 - August 2004
Bank of America September 2003 - April 2004
JMG Marketing May 1999 - September 2003
Skills
Business Analysis, Analysis, IT Strategy, Management, Program Management, Business Strategy, Project Management, Business Process..., Budgets, Leadership, Strategic Planning, Change Management, User Acceptance Testing, Strategic Thinking, Presenting to Senior..., Business and IT Process..., Resource Planning, Business Planing, IT Investment Planning, Business Relationship..., Leading Special Projects, Presentation..., Vendor Management, Strategy, Business Process, Consulting
Education
Boston University - School of Management 2006 — 2008
MBA, Strategy and Business Analysis
Boston University - School of Management 2006 — 2008
M.S, Information Systems
University of Delaware - Lerner College of Business and Economics 1999 — 2003
B.S, Business Administration
Bank of America February 2013 - Present
Bank of America December 2011 - February 2013
Bank of America December 2010 - December 2011
Bank of America August 2008 - December 2010
Bank of America December 2006 - August 2008
Bank of America December 2004 - December 2006
Wachovia Bank June 2002 - December 2004
Skills
Management, Leadership, Banking, Sales, Operations Management, Process Optimization, Simplification, Finance, Relationship Management, Credit, Commercial Lending, Financial Services, CRM, Risk Management
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Leadership & Organizational Transformation
University of North Carolina at Charlotte 2001 — 2004
Bachelor of Arts (B.A.), Political Science
State Street October 2014 - Present
State Street July 2013 - October 2014
State Street July 2012 - July 2013
Bank of America January 2011 - July 2012
SG Private Wealth Advisors, LLC December 2010 - January 2011
Boston University Questrom School of Business October 2007 - May 2010
Starbucks Coffee Company February 2007 - May 2010
MIC Toi Rerehiko March 2009 - May 2009
Skills
Auditing, Access, Microsoft Excel, IBM iSeries, Excel, AS400, PowerPoint, Word, Photoshop, Illustrator, Compliance, Financial Analysis, Financial Reporting, Private Equity, Teamwork, Customer Service, Microsoft Word
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor's Degree, Business Administration (Concentration in Finance & Law)
McCann November 2014 - Present
McCann July 2014 - October 2014
McCann August 2013 - June 2014
McCann August 2012 - July 2013
Saints & Scissors Salon June 2008 - August 2012
Bank of America September 2005 - December 2007
Skills
Spanish, Sales, Relationship Management, Marketing, Account Management, New Business Development, Digital Marketing, Social Media, Email Marketing, Business Development, Marketing Strategy, Lead Generation, Social Media Marketing, Banking, Online Advertising, Advertising, Customer Service, Market Research, Entrepreneurship, Management
Education
Boston University Questrom School of Business 2001 — 2005
Bachelor’s Degree, Marketing & International Business
Capital One August 2014 - Present
Capital One April 2013 - August 2014
Capital One August 2012 - March 2013
Capital One July 2009 - August 2012
Bank of America April 2008 - June 2009
Bank of America April 2006 - March 2008
Bank of America June 2005 - April 2006
Bank of America June 2004 - June 2005
Bank of America June 2003 - June 2004
Bank of America 1997 - 1997
Skills
Sales Performance, Sales Process, Business Strategy, Market Analysis, Strategic Prospecting, Sales Analysis, Information Management, Customer Segmentation..., Scorecard Management, Goal Setting, Commercial Banking, Middle Market, Performance Metrics, Metrics Reporting, Project Management, Financial Analysis, Financial Reporting, Cross-functional Team..., Credit Analysis, Loans, Analysis, Forecasting, Banking, Business Analysis, Risk Management, Strategy, Management
Education
Boston University - School of Management 2007 — 2010
MBA, Finance & Strategy and Business Analysis, High Honors
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BS, Finance (major), Economics (minor), Spanish (certificate), Magna Cum Laude
Centennial High School 1996 — 1999
Bank of America April 2011 - Present
Bank of America April 2008 - December 2010
Bank of America August 2004 - March 2008
Fleet National Bank 1999 - 2004
BankBoston 1996 - 1999
Bank of Boston 1985 - 1996
Skills
PMP, SDLC, PMO, Vendor Management, Business Analysis, Project Portfolio..., Project Planning
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
M.A., French Literature
University at Albany, SUNY
B.A., French, Spanish
PwC August 2015 - Present
The TJX Companies, Inc. May 2014 - August 2014
Bank of America June 2013 - August 2013
ReachScale September 2012 - May 2013
Boston University Urban Business Accelerator May 2012 - August 2012
Cambridge Tailors March 2012 - April 2012
Skills
Event Planning, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Project Management, Outdoor Education, Leadership, Editing, Teamwork, Analysis, Training, Management
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science in Business Administration, Business - Management
Posse Foundation 2011 — 2015
Harvard Business School
Summer Venture in Management Program
Wells Fargo Capital Finance July 2015 - Present
Salus Capital Partners June 2013 - July 2015
IBM May 2012 - August 2012
Merrill Lynch September 2010 - July 2011
Bank of America February 2008 - September 2010
Morgan Stanley August 2007 - December 2007
Procter & Gamble June 2003 - August 2006
Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
Bachelor's, Psychology
Bank of America August 2014 - Present
Bank of America April 2013 - July 2014
Bank of America June 2011 - March 2013
State Street September 2006 - June 2011
TD Ameritrade April 2006 - September 2006
Skills
Management Consulting, Strategy Development, Business Modeling, Investments, Derivatives, Investment Advisory, Financial Planning, Financial Analysis, Financial Markets, Microsoft Office 2003, Microsoft Office 2007, Financial Accounting, GAAP, Siebel, Financial Modeling, Retail Banking, Banking, Lean Initiatives, project management, Financial Reporting, Credit, Risk Management, Fixed Income, Mutual Funds, Investment Strategies, Credit Analysis, Credit Risk, Economics, Mortgage Lending, Operational Risk..., Loans, Competitive Analysis, Financial Services, Equities
Education
Boston University Graduate School of Management 2008 — 2011
MBA, Finance, General
Manhattan College 2001 — 2005
B.A., Political Science, Religious Studies
FleetStar Financial November 2004 - Present
Bank of America January 1995 - November 2004
New York Life Insurance Company May 1993 - January 1995
Skills
Wealth Management, Financial Services, Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long-term Care, Social Security, Fixed Annuities, Indexed Annuities
Education
Boston University Graduate School of Management 1996 — 2002
Master of Business Administration (MBA), Concentration in Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Dean Fisher Consulting, LLC 2010 - Present
Algeco Scotsman 2000 - 2010
Visa 1997 - 2000
Bank of America 1988 - 1997
Maryland National Bank (NationsBank acquisition) 1986 - 1988
Toledo Trust Co 1980 - 1986
Education
University of Toledo College of Law 1971 — 1974
JD
Boston University Questrom School of Business 1968 — 1970
MBA, Finance
University of Toledo 1964 — 1968
BS, Chemistry
ARCHIBUS, Inc. November 2013 - Present
Bank of America October 2012 - June 2013
Verizon Wireless October 2011 - October 2012
CVS Pharmacy June 2010 - September 2010
MIT Enterprise Forum of Cambridge June 2010 - August 2010
Boston University Chinese Students Association Executive Board September 2007 - June 2010
Boston University School of Law June 2009 - August 2009
Boston University September 2008 - June 2009
iABLE Institute June 2008 - August 2008
Staples June 2007 - September 2007
Skills
Social Media Marketing, Facebook, Social Media, Market Research, PowerPoint, Marketing Strategy, Salesforce.com, Microsoft Excel, Customer Retention, Event Planning, Microsoft Office, Marketing, Sales, Public Relations, Email Marketing, E-commerce, Entrepreneurship
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration and Management; Marketing ACTIVITIES/HONORS
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Marketing
The Vanguard Group August 2000 - Present
Phoenix Investment Partners August 1992 - August 2000
Pratt & Whitney January 1985 - August 1992
Bank of America June 1981 - September 1983
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture
Education
Boston University Questrom School of Business 1983 — 1985
MBA
Rutgers University-New Brunswick 1977 — 1981
BA
Brilliant Earth March 2015 - Present
Brilliant Earth October 2012 - Present
Naehas, Inc. July 2009 - October 2012
Bank of America May 2006 - July 2007
C.E. Unterberg, Towbin May 2005 - August 2005
Electronics for Imaging May 2004 - August 2004
Skills
Six Sigma, HTML, Microsoft Excel, Business Analysis, Project Management, Data Analysis, Financial Analysis, Product Management, Salesforce.com, Management, Strategic Planning, Business Strategy, Analysis, PowerPoint, Leadership, Competitive Analysis
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
MBA, Marketing
Boston University Questrom School of Business 2002 — 2006
BS in Business Administration, Marketing, Operations Management
Bank of America November 2013 - Present
Bank of America July 2012 - November 2013
Bank of America June 2011 - July 2012
Bank of America July 2010 - June 2011
Bank of America June 2009 - July 2010
Boston University September 2007 - May 2009
Bank of America June 2008 - August 2008
M.X. Data, Inc June 2004 - June 2007
Plaid Enterprises 2003 - 2004
Skills
Management Consulting, Strategic Planning, Six Sigma, International Project..., Global Business..., Executive Communications, Business Strategy, Investor Relations, Customer Negotiations, Basel II, Basel III, Strategic Analysis, Team Management, Vision Creation, SAS, Excel, Financial Modeling, Loss Forecasting, Credit Risk, Credit Cards, Mortgage, Home Equity, Deposits, Statistics, Economics, Consumer Behavior, Technical Architecture, Training & Development, Risk Mitigation, Information Architecture, Strategic Leadership, Segmentation, Photoshop, PowerPoint, Working Capital..., Forecasting, Risk Management, Analysis, Leadership, Negotiation, Analytics, Business Analysis, Competitive Analysis, E-commerce, Mortgage Lending
Education
BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT 2007 — 2009
MBA and Master of Science (MS) dual
Boston University - School of Management 2007 — 2009
MS-MBA
Emory University 2000 — 2004
Bachelor
Emory University - Goizueta Business School 2000 — 2004
Business
Winston Churchill 1996 — 2000
TD Bank / Sapphire Technologies April 2010 - Present
Bank of America 2004 - September 2009
Paychex January 2002 - November 2004
Unum Life Insurance 1980 - 2000
Education
University of Maine 1976 — 1980
Boston University Questrom School of Business
Certificate of Project Management
Promontory Financial Group, LLC March 2013 - Present
State Street Corporation July 2010 - March 2013
State Street Corporation June 2007 - February 2011
State Street Corporation June 2006 - June 2007
Bank of America 2004 - 2005
state street 2000 - 2004
Skills
Basel II, AML, Strategy, Financial Risk, Risk Management, Legal Issues, Credit Risk, Fixed Income, Mutual Funds, Banking, Bloomberg, Securities
Education
Boston University - School of Management 2007 — 2009
MBA, Finance and Strategy Concentrations
Northeastern University 2005 — 2006
Bachelor of Science, Organizational Leadership
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch July 2010 - May 2011
Bank of America Merrill Lynch May 2007 - June 2010
Bank of America September 2006 - May 2007
Skills
Leveraged Finance, Debt, Financial Modeling, Valuation, High Yield, Energy, Investment Banking, Credit Analysis, LBO, M&A due diligence, Legal Documentation, Series 63, Series 79, Capital Markets, Bloomberg, High Yield Bonds, Fixed Income
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Bloomberg BNA September 2015 - Present
Salem Five Bank May 2013 - August 2015
Bank of America April 2011 - May 2013
Bank of America August 2006 - April 2011
Bank of America August 2004 - August 2006
Skills
Business Intelligence, Business Analysis, Market Research, Forecasting, Integration, Customer Insight, Marketing Research, Segmentation, Consumer Insights, Business Process Design, Business Process..., Data Preparation, Data Mining, SQL, SAS, Business Analytics, Dashboarding, Statistics, Data Acquisition, Microsoft SQL Server, VBA, Presentations, Information Management, Microsoft Excel, Microsoft Access, SPSS, Minitab, Marketing Strategy
Education
Boston University - School of Management 2006 — 2009
MBA, Marketing, International Management, Strategy & Business Analysis
Providence College 1997 — 2001
BA, Psychology
Federal Reserve Bank of New York April 2013 - Present
Bank of America September 2009 - March 2012
Weston Capital July 2007 - December 2008
ABN AMRO November 2004 - July 2007
HSBC Securities March 2004 - November 2004
Barclays Capital December 1998 - March 2004
Merrill Lynch August 1993 - July 1996
Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering
Boston University - School of Management
Bachelor of Science (BS), Business Administration
Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude
Ramaz
Bank of America July 2012 - Present
Bank of America September 2007 - July 2012
Bank of America October 2004 - September 2007
Bank of America September 1997 - October 2004
Children's Hospital 1994 - 1997
SRA International, Inc. 1992 - 1994
Telesphere Communications, Inc. 1991 - 1992
Skills
Financial Analysis, Financial Reporting, Banking, Financial Modeling, Strategic Financial..., General Ledger, Forecasting, Financial Statements, Corporate Finance, Process Improvement, Finance, Financial Planning, Accounting
Education
Boston University Questrom School of Business
MBA
Brown University
BA
Helping Animals Living Overseas (HALO) July 2013 - Present
MSPCA-Angell July 2010 - Present
Casa Isla 2008 - Present
Charles River Alleycats 2007 - Present
The Edinburg Center June 1996 - Present
Bank of America November 2005 - October 2012
Skills
Financial Analysis, Banking, Strategic Planning, Portfolio Management, Financial Modeling, Risk Management, Credit Analysis, Nonprofits, Credit, Finance, Event Planning, Fundraising, Investments, Management, Financial Services, Leadership, Non-profits, Strategy, Public Speaking, Marketing, Commercial Lending, Mergers & Acquisitions, Project Management, Commercial Banking, Social Media, Program Management
Education
Boston University - School of Management 1988 — 1990
Master of Business Administration (MBA), Non-Profit Management
Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Davidson Kempner Capital Management June 2008 - Present
Bank of America October 2006 - June 2008
PwC August 2004 - October 2006
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Industrial Cohesion Systems 2013 - 2014
Peregrine Semiconductor Systems 2007 - 2012
AT&T Wireless 2006 - 2007
HSBC 2002 - 2006
Disneyland Resort 1999 - 2000
Conexant 1997 - 1999
Bank of America 1996 - 1997
Cushman & Wakefield 1990 - 1994
Skills
Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Finance, Accounting, Internal Controls, Business Analysis, Analysis, Cross-functional Team..., Budgets, Variance Analysis, Due Diligence, Auditing, Business Strategy, Risk Management, Access, Data Analysis, Business Process..., Project Management, Capital Budgeting, Leadership, Strategic Financial..., Corporate Finance, Management, Strategic Planning, Hyperion, Strategy, Consolidation, Cash Flow, Financial Accounting, Budgeting, Financial Planning
Education
Boston University Questrom School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Corporate Finance
Hood College 1986 — 1990
Bachelor’s Degree, Economics/Business Management
Simetra Marketing May 2008 - Present
Bridger Commercial Funding September 2006 - October 2008
Expert Communications, Inc. January 2005 - April 2006
Bank of America June 2003 - December 2004
Digitas August 2002 - June 2003
Fidelity Investments May 1997 - August 2002
Skills
Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Online Advertising, Direct Mail, Analysis, Social Media, Contract Negotiation, Interactive Marketing
Education
Boston University - Graduate School of Management 2000 — 2005
MBA, Masters of Business Administration
University of Massachusetts, Amherst 1993 — 1997
BBA, Finance
Bank of America November 2012 - Present
Citibank July 2008 - November 2012
UBS Investment Bank June 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Due Diligence, Business Relationship..., Finance, Trade Finance, Underwriting, Retail Banking, Financial Services, Investments, Financial Risk, Cash Management, Asset Managment, Strategic Financial..., Relationship Management, Risk Management, Capital Markets, Loan Origination, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University - School of Management 2004 — 2008
BA, Finance, Marketing
Bank of America October 2014 - Present
Bank of America May 2009 - October 2014
Bank of America January 2008 - May 2009
Bank of America September 2006 - January 2008
Bank of America September 2004 - September 2006
Eaton Vance March 2001 - September 2004
Skills
Investments, Wealth Management, Banking, Credit, Derivatives, Financial Modeling, Asset Managment, Mortgage Lending, Financial Analysis, Risk Management, Fixed Income, Finance, Strategic Financial..., Portfolio Management, Valuation, Series 7, Securities, Financial Services, Loans
Education
Suffolk University 2010 — 2014
Doctor of Law (JD), Banking and Financial Services Concentration with Distinction, 3.0
Boston University - School of Management 2005 — 2007
Master of Business Administration (MBA), Business Strategy & Analytics
University of Rhode Island - College of Business Administration 1996 — 2000
BA, Finance
Santander Investment Services August 2010 - Present
Merrill Lynch September 2008 - July 2010
Bank of America August 2006 - September 2008
Citizens Bank July 2002 - August 2006
Skills
Retirement Planning, Estate Planning, Series 7, Managed Futures, Executive Compensation..., Series 66, Series 31, Tax-Efficient Strategies, Corporate Retirement...
Education
Boston University 2000 — 2004
Bachelor of Arts, International Finance
Malden Catholic 1996 — 2000
High School Diploma
Bank of America May 2008 - Present
PricewaterhouseCoopers 2003 - 2006
Education
Boston University Questrom School of Business
BA, Accounting
Boston University Questrom School of Business
BA, Finance
University of Wisconsin-Madison
MBA, Real Estate Finance and Urban Land Economics
Bank of America January 2010 - Present
Bank of America January 2007 - January 2010
Bank of America June 2005 - January 2007
Skills
Six Sigma, Process Engineering, Operations Management, Excel, Lean Manufacturing, Business Strategy, Banking, Customer Relations, Process Improvement, Operational Risk, Strategic Planning, DMAIC, PowerPoint, Visio, Business Process..., Access, Forecasting, Microsoft Excel, Vendor Management, Risk Management, Team Management, Operational Risk..., Cross-functional Team..., Operational Excellence, Customer Service
Education
Boston University - School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Operations and Technology Mgmt
Boston University - School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Sovereign Bank/Santander September 2011 - Present
Sovereign Bank October 2008 - October 2011
Bank of America 2003 - 2005
Skills
Banking
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science, Finance/International Mgmt
CIT July 2014 - Present
Disaster Resource Guide June 2011 - Present
Contingency Planning Association of the Carolinas January 2014 - Present
Forsythe Solutions Group January 2013 - June 2014
Contingency Planning Association of the Carolinas November 1999 - January 2014
Bank of America April 2012 - December 2012
Premier, Inc. November 2003 - February 2012
Charlotte-Mecklenburg All Hazards Advisory Committee -AHAC 2006 - 2010
Contingency Planning & OutSourcing February 2003 - October 2003
Bank of America May 1996 - November 2002
Skills
Business Continuity..., Disaster Recovery, Crisis Management, Risk Assessment, Emergency Services, Business Continuity, Emergency Management, Process Improvement, Risk Management, Exercises, Program Management, Contingency Planning, Project Planning, Leadership, Team Leadership, Training, Security, Enterprise Risk..., Incident Management, Information Security..., Six Sigma, Cross-functional Team..., Vendor Management, Management, Nonprofits, Outsourcing, Strategic Planning, Change Management, Business Analysis, Governance, Team Building, Government, Disaster Response, Strategy, IT Management, Software Documentation, Information Technology, Healthcare, IT Strategy, Policy, Networking, Business Process..., Healthcare Information..., Executive Management, HIPAA, Information Security, Consulting, SDLC
Education
Northeastern University - Graduate School of Business Administration 1978 — 1979
Health Care Administration
Boston University Questrom School of Business 1967 — 1971
BS, Management, Behavioral Science
The Hun School 1963 — 1967
HS
Bank of America April 2004 - Present
Fleet Bank 1998 - 2004
Fleet Financial 1998 - 2004
FleetBoston Financial 1998 - 2004
Education
Boston University - School of Management 1991 — 1994
Master of Business Administration (MBA), General MBA
University of Rochester 1979 — 1983
BA, economics
Acadian Asset Management June 2014 - Present
Acadian Asset Management July 2012 - Present
Acadian Asset Management January 2012 - Present
Acadian Asset Management December 2007 - Present
Acadian Asset Management October 2006 - Present
Bank of America December 2005 - September 2006
Bank of America October 2004 - November 2005
Navigator Mortgage Inc May 2003 - April 2004
Mortgage Master May 2002 - December 2002
Education
Boston University Graduate School of Management 2008 — 2011
MBA, Finance
University of Massachusetts Boston 2000 — 2004
Bachelors of Arts, Finance
Capital Group July 2012 - Present
Bank of America December 2009 - July 2012
Capital Group November 2005 - December 2009
First Data Corporation June 2001 - November 2005
Skills
Servers, Visio, Windows, Data Center, Active Directory, IT Management, Virtualization
Education
Boston University - School of Management
Bachelor of Science, Finance, General
Retired January 2013 - Present
Citizens Bank May 2011 - January 2013
TD Bank November 2009 - May 2011
TD Banknorth April 2008 - November 2009
BenchMark Consulting International February 2007 - March 2008
Bank of America 2004 - 2006
Fleet Bank 1991 - 2004
Skills
Credit, Loans, Commercial Banking, Management, Small Business Lending, Portfolio Management, Financial Risk, Business Analysis, Retail Banking, Process Improvement, Financial Analysis, Relationship Management, Underwriting, Credit Risk, Credit Analysis, Vendor Management, Change Management, Project Management
Education
Boston University Questrom School of Business 1973 — 1976
MBA, Finance
Tufts University 1967 — 1971
BA, History
SunGard October 2013 - Present
SunGard January 2012 - October 2013
Caritas Collective 2009 - 2009
Bank of America 2005 - 2009
Ameriprise Financial 2000 - 2005
American Express Financial Advisors 2000 - 2005
Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management
Education
Boston University - School of Management 2007 — 2010
MBA
University of Massachusetts Boston 1994 — 2000
BS Management, Marketing
Cambridge Rindge & Latin School 1990 — 1994
Bethpage Federal Credit Union March 2015 - Present
Bank of America August 2013 - February 2015
JP Morgan Chase 2006 - July 2013
JPMorgan Chase April 2003 - December 2005
Skills
Banking, Credit, FHA, Credit Analysis, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Strategic Planning
Education
NYU Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Marketing, Management, International Business
Boston University
Bachelor of Science, Public Relations
Bank of America January 2008 - Present
Bank Rhode Island January 1996 - January 2006
Skills
Banking, Credit, Loans, Credit Analysis, Risk Management, Mortgage Lending, Financial Risk, Financial Analysis, Financial Modeling
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Finance and Accounting
Dartmouth College 1974 — 1978
AB, Economics
Bank of America April 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust September 1999 - July 2007
Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
Bank of America June 2013 - Present
SunTrust Bank November 2010 - June 2013
Freddie Mac April 2005 - November 2010
Debt Exchange Inc 2003 - April 2005
Skills
Market Risk, Risk Management, Risk Modeling, Rates, Quantitative Finance, Structured Finance, Hedging, MBS, ALM, Derivatives, Fixed Income, Capital Markets, Interest Rate Risk..., Interest Rate...
Education
Boston University - School of Management 2001 — 2003
MBA
University of Auckland 1998 — 2001
Master of Commerce (Honours), Accounting and Finance
University of Auckland 1998 — 2001
Bachelor of Commerce (Honours), Accounting and Finance
Dalian University of Technology 1987 — 1991
BSc, Applied Physics
TD Canada Trust 2011 - 2014
Fiserv 2009 - 2011
Bank of America June 2007 - December 2008
Bank of America January 2006 - June 2007
Bank of America October 2003 - January 2007
Viewpointe 2003 - 2007
Bank of America October 2002 - November 2003
Eastman Kodak June 1976 - October 2002
Skills
Certified Green Belt, Change Management, Process Improvement, Strategic Planning, Banking, Management, Six Sigma, Strategy, Mergers & Acquisitions, Business Analysis, Leadership, E-commerce, Supply Chain, Financial Services, Executive Management, Project Management, Operations Management, Cross-functional Team..., Vendor Management, Business Process..., Product Management, Outsourcing, IT Strategy, Program Management, Supply Chain Management, Business Strategy, Team Leadership, Leadership Development, Payments, Retail, Enterprise Software, Employee Engagement, Portfolio Management, Human Resources, Credit, Coaching, Organizational..., Marketing, Mobile Devices, Risk Management, Performance Management, Talent Management, Governance, Team Building
Education
Boston University Questrom School of Business
BSBA
Massachusetts Institute of Technology - Sloan School of Management
MS
University of Rochester - Simon Business School
MBA
Bank of America March 2015 - Present
Discover Financial Services May 2012 - March 2015
Discover Financial Services September 2009 - June 2012
Capital One September 2006 - September 2009
Capital One September 2003 - August 2006
Signatron Technology Corporation March 2002 - May 2003
IT Start-up in London, UK April 2000 - July 2001
Unilever Plc (Hindustan Lever Limited) August 1998 - March 2000
Motorola, UK June 1996 - May 1997
Skills
Essbase, Financial Modeling, ALM, Risk Management, Strategy, Valuation, Banking, Finance, Financial Analysis, Bloomberg, Credit, Financial Risk, Financial Services, Forecasting, Management
Education
Boston University - School of Management 2001 — 2003
MBA, Finance
Boston University Questrom School of Business 2001 — 2003
MS, Managment Information Systems
Indian Institute of Management, Ahmedabad 1999 — 1999
Business Education Program, General Management
Newcastle School of Engineering 1994 — 1998
B.Engg. Telecommunications & Electronics Engineering
Delhi Public School - R. K. Puram 1982 — 1994
High School, High School
BELMONT SAVINGS BANK May 2015 - Present
RTN Federal Credit Union September 2011 - May 2015
Century Bank June 2010 - July 2011
First Trade Union Bank/ Radius Bank June 2009 - July 2010
Bank of America February 2001 - February 2008
Fleet Bank and BankBoston June 1997 - February 2001
BayBanks October 1995 - June 1997
Brookline Bank 1995 - 1997
Brookline Bank 1995 - 1997
Skills
Deposit Operations, Loan Operations, Cash Management...
Education
Boston University 1985 — 1989
BS, Business Administration
Cambridge College
Wells Fargo November 2013 - Present
U.S. Bank Commercial Banking Group August 2010 - November 2013
First Bank, Commercial Banking July 2009 - July 2010
Cardinal Americas Fund July 2008 - February 2009
GE Capital 2003 - 2005
Unique Investment Corporation 2000 - 2003
Bank of America 1993 - 2000
Citicorp 1989 - 1991
Skills
Private Equity, Commercial Lending, Loans, Leadership, Leveraged Finance, Asset Based Lending, Commercial Banking, Credit Analysis, Mutual Funds, Middle Market, Credit, Lines Of Credit
Education
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
University of Southern California - Marshall School of Business 1978 — 1982
BS, Marketing
Wolverine World Wide fka Stide Rite 2009 - Present
Performance Fitness & Training, LLC June 2008 - Present
Reggie Lewis Track & Athletic Center September 1997 - Present
Market America 2008 - January 2012
Bank of America September 2006 - June 2008
Skills
Fitness Training, Fitness, Public Speaking, Strategic Planning, Coaching, Lifestyle, Team Building, Management, Entrepreneurship, Sales, Wellness, Leadership, Personal Training, Event Planning, Marketing, Community Outreach, Healthcare, Customer Service, Sports, Athletics, CRM, Teaching, Social Networking
Education
Jae Hun Kim Taekwon-do Institute 1997 — 2007
2nd Degree Black Belt, Certified Martial Artist
Boston University 2002 — 2004
MBA, International Business
Northeastern University 1990 — 1995
Bachelors of Science, Business: Finance/Int'l Business
EverQuote August 2015 - Present
Santander Bank, N.A. February 2014 - July 2015
Santander Bank, N.A. January 2013 - February 2014
Santander Bank, N.A. December 2011 - January 2013
Santander Bank, N.A. June 2011 - December 2011
Bank of America September 2006 - June 2011
Skills
Leadership, Strategy, Business Development, Sales, Management, Customer Service, Six Sigma, Risk Management, Banking, Coaching, Microsoft Excel, Employee Training, Sales Operations, Retail Banking, Small Business Lending, Consumer Lending, Evaluation, Sales Process, Sales Presentations, Sales Management, Operations Management, Team Management, Marketing Strategy, Loans, Relationship Management, Portfolio Management, Commercial Banking
Education
Boston University - School of Management 2006 — 2008
Business Administration, Operations and Technology Management
Lasell College 2004 — 2006
Business Administration and Management, General, 3.43
Belmont High School
CommTel January 2004 - Present
the production group 2001 - 2003
Bank of America 2000 - 2001
Bank of America 2000 - 2001
WMEX 1976 - 1984
Skills
Start-ups, New Business Development, Business Strategy, Mergers, Public Speaking, Sales, Strategy, Leadership, Contract Negotiation, Marketing Communications, Public Relations, Management, Online Advertising, Strategic Planning, Business Development, Social Media Marketing, Radio Broadcasting, Mergers & Acquisitions, Marketing Strategy, Business Planning, Entrepreneurship, Advertising, Negotiation, Marketing
Education
Boston University
Bachelor's Degree, Business
Bank of America July 2014 - Present
Bank of America April 2012 - July 2014
Bank of America May 2011 - April 2012
Bank of America January 2006 - May 2011
SHPS, Inc November 2000 - July 2002
International Data Group, Inc December 1999 - October 2000
International Data Group, Inc February 1998 - November 1999
North Carolina Army National Guard January 1988 - January 1996
Skills
Analysis, Banking, Business Analysis, Coaching, Customer Service, DB2, Leadership, Loans, Management, Mortgage Lending, Process Improvement, Project Management, Requirements Analysis, Team Building, Team Leadership, Testing, Visio
Education
Boston University 2008 — 2010
Masters, Computer Information Science
Elizabeth City State University 1990 — 1993
Bachelors, Computer Information Science
Boston University
in Masters of Science, program; Computer and Information Science; Project Management
Elizabeth City State University
Bachelors of Science, Computer and Information Science
Independent Contractor March 2009 - Present
Bank of America April 2004 - March 2009
Fleet Bank February 1994 - March 2004
Shawmut Bank June 1980 - March 1994
Skills
Leadership, Investments, Financial Services, CRM
Education
Boston University Questrom School of Business
BS, Business Administration
3C Advisors June 2013 - Present
2024 San Diego Olympic Exploratory Committee April 2013 - Present
San Diego Bowl Game Association March 1986 - Present
ABC Youth Foundation February 2013 - April 2014
Prolman Associates February 1987 - June 2013
Bank Of America September 1976 - January 1987
Skills
Retail, Due Diligence, Start-ups, Capital, Debt Restructuring, Entrepreneurship, Financial Modeling, Bankruptcy, M&A experience, Financial Analysis, Acquisition Integration, Joint Ventures, Acquisitions, Financial Structuring, Leadership, Business Planning, SEC filings, Finance, Management Consulting, Capital Raising, Leveraged Finance, Structured Finance, Commercial Finance, Funding, Angel Investing, Asset Based Lending, Executive Management, Investment Banking, Treasury Management, Management, Strategy, Emerging Markets, Capital Markets, Corporate Governance, Commercial Lending, Board of Directors, Factoring, Venture Financing, Project Finance, Alternative Investments, Real Estate Economics, Forensic Accounting, LBO, Growth Capital, Commercial Mortgages, Business Transactions, Exit Strategies, Loans, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1976 — 1977
MBA
Boston University Questrom School of Business 1972 — 1976
BSBA, International economics
Lawrence Central Catholic 1968 — 1972
Polaris Global Mobility 2010 - Present
Roth Hill Engineering Partners, LLC 2008 - 2010
Polaris Global Mobility 2006 - 2008
Berntson Porter & Company, PLLC 1998 - 2006
Envirotest Systems 1996 - 1998
Bank of America 1990 - 1996
Skills
Accounting, Payroll, Microsoft Excel, Account Reconciliation, QuickBooks, Financial Statements, Excel, Word, PowerPoint, Deltek, Peachtree, Mas 90, Finance, Process Improvement, Microsoft Office, Financial Accounting, Internal Controls, Outlook
Education
Boston University - School of Management 1988 — 1990
BSBA
Regis College 1986 — 1988
Optima Bank & Trust September 2009 - Present
Sovereign Bank 2007 - 2009
Bank of America 2006 - 2007
Bank of America 1999 - 2006
Bank of America 1997 - 1999
Bank of America 1996 - 1997
Bank of America 1994 - 1996
Skills
Business Development, Management, Banking, Sales, Marketing Strategy, Team Building, Portfolio Management, Loans, Project Management, Customer Service, Event Planning, Human Resources, Event Management, Nonprofits, Community Outreach, Teamwork, Retail Banking, Coaching
Education
Boston University Questrom School of Business 1999 — 2004
MBA, Strategic Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Business Adminstration
Bank of America February 2014 - Present
Bank of America February 2013 - January 2014
Bank of America August 2012 - January 2013
Bank of America May 2012 - July 2012
Bank of America September 2010 - April 2012
J.J Realty Trust September 2009 - August 2010
MITRE May 2006 - May 2009
Skills
Financial Analysis, Analysis, Risk Management, Forecasting, Budgets, Portfolio Management, Banking, Credit, Finance, Due Diligence, Commercial Banking, Financial Modeling, Data Analysis, Microsoft Office, Financial Reporting, Real Estate, Leadership, Loans, Commercial Lending, Investments, Financial Risk
Education
Northeastern University
Master of Business Administration (M.B.A.), Concentration in Investments
Boston University
B.A, Economics/Business Adminstration and Management, International Relations
FanDuel Inc. May 2014 - Present
Pittsburgh Pirates March 2013 - April 2014
Boston Financial Management, Inc. October 2011 - June 2012
Team Chemist, LLC March 2010 - April 2012
PSMHoops September 2009 - April 2012
Bank of America June 2010 - April 2011
Boston Bruins December 2009 - May 2010
Hampshire House May 2009 - January 2010
J.D Spicer & Co. February 2009 - April 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Market Research, Customer Service, Social Media, Management, Business Analytics, Forecasting
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics
Boston University Questrom School of Business 2006 — 2010
Bachelors, Finance and Operations
Boston University British Programs 2008 — 2008
Brookline High School 2002 — 2006
Cisco Systems, Inc. March 2015 - Present
Bank of America 1997 - 1998
Bank of America 1995 - 1997
Bank of America January 1993 - July 1995
Bank of America - Capital Markets Division January 1991 - 1993
Cushner & Bloom, P.C. 1988 - 1990
Skills
Strategic Planning, Banking, Budgeting, Excel, Word, Microsoft Office, Research, Administration, Supervisory Skills, Public Relations, Event Management, Fundraising, Financial Analysis, Financial Modeling, Risk Management, Accounting, Business Analysis, Financial Reporting, Corporate Finance, Analysis, Forecasting, Problem Solving, Team Building, Asset Management, Compliance, Budgets, Microsoft Excel, Microsoft Word, System Administration, Management, Training, Leadership, Investments, Project Management, Program Management, Customer Service, Marketing, Finance
Education
Boston University - School of Management 1987 — 1990
BSBA, Finance
Berkshire Community College 1985 — 1987
Associate, Finance
Fosun Group May 2015 - Present
JMP Group October 2013 - May 2015
Duff & Phelps July 2012 - October 2013
Camber Capital Management May 2011 - August 2011
Boston University Computer Science Department February 2011 - May 2011
Hall Capital Partners LLC June 2010 - August 2010
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Capital IQ, Bloomberg, SNL, IPO, Mergers & Acquisitions, Biotechnology, Hedge Funds, Due Diligence, Equities, DCF, Investments, Investment Banking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance and Accounting, Economics
Pioneer Investments April 2012 - Present
The Hartford January 2007 - March 2012
Bank of America January 2001 - December 2006
Fleet Bank 2001 - 2006
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Concentration in Finance
Bank of America December 2014 - Present
Allstate Insurance Agency August 2014 - November 2014
Boston Celtics January 2014 - May 2014
San Diego Hall of Champions April 2013 - November 2013
BELL (Building Educated Leaders for Life) September 2012 - December 2012
BELL (Building Educated Leaders for Life) June 2011 - August 2012
Playworks August 2009 - June 2012
Kraft Sports Group May 2008 - January 2009
Long Beach Armada Professional Baseball Team January 2008 - May 2008
Skills
Cross-functional Team..., Business Planning, Event Planning, Fundraising, Microsoft Office, Youth Development, Microsoft Excel, PowerPoint, Event Management, Research, Data Analysis, Customer Service, Microsoft Word, Strategic Planning, Public Speaking, Management, Social Media
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA), Sports Business Management
Boston University - School of Management 2005 — 2009
BSBA, Entrepreneurship, Law