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 July 2013 - Present
Bank of America July 2012 - July 2013
Bank of America Corporation June 2011 - August 2012
Bank of America June 2010 - August 2010
Darrell Hart Associates/Hart and Associates 2002 - 2009
Cottonwood Mortgage Services 2000 - 2009
Associated Students of the University of Utah (ASUU) January 2001 - January 2002
LeaderShape, Inc. January 2001 - January 2002
Sigma Gamma Chi January 2001 - January 2002
Skills
Leadership Development, Leadership, Team Management, Organizational..., Performance Management, Presentation Coaching, Presenter, Coaching, Management, Onboarding, Training, Recruiting, Employee Relations, Sales, Talent Management, Cross-functional Team..., Human Resources, Personnel Management, Strategic Planning, Public Speaking, Team Building, Management Consulting, Data Analysis
Education
Brigham Young University 2009 — 2011
MBA, Organizational Behavior and Human Resources
Marriott School or Management, Brigham Young University 2011 2009 — 2011
Masters, Business Administration
University of Utah 1998 — 2002
BA, Organizational Communication and Theory
University of Utah 1998 — 2001
Bachelor of Art, Speech and Organizational Communication
K12 Fundraising, Inc. June 2014 - Present
Key Leads, Inc June 2014 - Present
Self Employed April 2006 - Present
University of Utah Hospitals and Clinics May 2013 - August 2014
Paramount Acceptance May 2011 - May 2014
Bank of America March 2010 - August 2010
Dimple Dell Recreational Center May 2005 - August 2007
Skills
Sales, Sales Management, Sales Operations, Customer Service, Accounting, Close Attention to..., Getting The Job Done, Getting the Best Out Of..., Leadership, Lead Generation, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Marketing Strategy, Coaching, Russian, Tennis, Marketing
Education
University of Utah 2012 — 2015
Bachelor's Degree, Russian Studies, Chemistry, Pre-Medicine, 3.99
Brigham Young University 2010 — 2012
General Education, 3.8
Jordan High School 2004 — 2007
High School, High School Diploma, 4.0
KPMG June 2015 - Present
SunTrust Bank October 2013 - April 2015
Bank of America September 2010 - July 2013
Bank of America June 2008 - September 2010
Humana May 2007 - August 2007
Centex Homes June 2002 - July 2006
Skills
Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Financial Services, Strategy, Forecasting, Product Management, Budgets, Marketing, Banking, Cross-functional Team..., Accounting, Mergers & Acquisitions, Analysis, Financial Modeling, Management, Product mana
Education
University of Virginia Darden School of Business 2006 — 2008
MBA
Brigham Young University 1996 — 2001
BS Business Management, Finance
CapWest Mortgage September 2015 - Present
Bank of America June 2015 - September 2015
Capital One October 2014 - June 2015
Capital One Home Loans February 2013 - October 2014
Bank of America July 2009 - January 2013
EverBank October 2008 - June 2009
Countrywide Home Loans April 2007 - September 2008
Countrywide Home Loans August 2004 - April 2007
Skills
Banking, Credit, Financial Services, Loans, Portfolio Management, Risk Management, Mortgage Lending, Financial Analysis, Retail Banking, Credit Risk, Relationship Management, Credit Analysis, Customer Service, Analytics, Process Improvement, Leadership, Refinance, Loss Mitigation, Mortgage Servicing, Loan Modifications, Mortgage Underwriting, Sales, Loan Origination, Mortgage Banking, Lines Of Credit, Home Equity Loans, VA loans, Government Loans, FHA, FHA financing, Foreclosures, Consumer Lending, Residential Mortgages, Loan Servicing, Investment Properties, Real Estate Financing, Default, Home Equity Lines of..., Sales Management, Finance, Coaching, Team Building, CRM, FHA Financing
Education
Brigham Young University 1998 — 2000
Bachelor of Arts (B.A.), History
Moorpark College 1996 — 1998
Associate's degree, General Studies, 3.5 GPA
Bank of America September 2015 - Present
Security National Mortgage Corporation January 2013 - September 2015
American Heartprints Publishing February 2011 - December 2012
Merck & Co., Inc. April 2006 - January 2011
Merck & Co, Inc. July 1988 - May 2006
Skills
Pharmaceutical Sales, Sales Management, Strategic Planning, Sales, Cross-functional Team..., Marketing Strategy, Account Management, Key Account Management, Cold Calling, Management, Start-ups, Business Analysis, Event Planning, Vaccines, Marketing Management, Operations Management, Budgets, Direct Marketing, Negotiation, Marketing, Osteoporosis, Product Marketing, Microsoft Word, Team Leadership, Pulmonology, Project Planning, Customer Service, Urology, Process Improvement, Product Development, Market Research, Selling, Direct Sales, Microsoft Excel, Public Relations, Sales Operations, Sales Effectiveness, Endocrinology, B2B, Project Management, Product Launch, Team Management, New Business Development, Team Building, Public Speaking, Microsoft Office, Business Strategy, Business Planning, Strategy, Competitive Analysis
Education
Brigham Young University 1978 — 1981
B.S., Business - Finance Concentration, 3.82 (4.0 = A)
University of Arizona
LDS Church April 2014 - Present
LDS Employment Resource Services November 2012 - May 2014
Hallmark Cards May 2004 - July 2009
Timber Ridge Home Health November 1995 - June 1998
DeLoney and Associates, LLC April 1993 - March 1996
Memorial Estates Cemeteries and Mortuaries March 1991 - April 1993
Savon Drugstores 1984 - 1990
Del Cerro Elementary School Saddleback District 1983 - 1985
California Notice of Default Service 1982 - 1983
Bank of America September 1966 - September 1968
Skills
Performance Improvement, Customer Satisfaction, Communication, Organizational..., Events Coordination, Italian, Public Speaking, Spanish, Problem Solving, Coaching, Interviews, Sales, Training, Leadership Development, Team Building, Leadership, Recruiting, Time Management, Management, Social Networking, Employee Training, Retail, Employee Relations, Hiring, Human Resources, Resume Writing, Team Leadership
Education
Philipps Junior College 1992 — 1994
Associate's degree, Paralegal
Brigham Young University 1963 — 1965
TSFL 2012 - Present
Bank of America October 1991 - Present
Skills
Microsoft Excel, Customer Service, Team Building, Sales, Financial Analysis, Team Leadership, Leadership, Microsoft Word, Training, Marketing, Microsoft Office, Budgets, Management, Public Speaking
Education
Brigham Young University 1975 — 1980
Bachelor of Science (BS), Fashion Merchandising
The Flippen Group March 2014 - Present
Impact Photographics November 2013 - February 2014
The Flippen Group July 2009 - October 2013
Learning Keys October 2006 - July 2009
Community Associations Institute, Central Arizona Chapter October 2005 - October 2006
Community Associations Institute, Arizona Chapter August 2003 - October 2005
Bank of America January 2003 - August 2003
Skills
Direct Sales, Fundraising, Executive Management, Customer Relations, Relationship Marketing, Online Marketing, Marketing Strategy, Technology Integration, Coaching, Business Process, Team Management, Marketing Communications, Customer Service, Account Management, Business Strategy, Graphic Design, Event Planning, Event Management, Team Leadership, Social Media, Non-profits, New Business Development, Problem Solving, Negotiation, Inbound Marketing, Public Relations, Teaching, Leadership, Nonprofits, Public Speaking, Instructional Design, Team Building, Educational Leadership, Staff Development, Research, Sales Management, Organizational..., Leadership Development, Training, Budgets, CRM, Salesforce.com, Strategic Planning, Executive Coaching, Strategy, Sales, Advertising, Workshop Facilitation, Management, Change Management
Education
Brigham Young University 1999 — 2000
Bachelor of Science, Communications & Advertising
J. R. Tucker High School 1995 — 1999
Bank of America February 2014 - Present
Skills
Refinance, Mortgage Banking, Mortgage Lending, FHA, Credit, Sales, Loan Origination, Residential Mortgages, Loans
Education
Brigham Young University
Fujitsu April 2013 - Present
Bank of America October 2012 - February 2013
Gulfstream Aerospace March 2012 - October 2012
US Airways March 2010 - February 2012
Prudential Financial October 2008 - January 2010
Wells Fargo April 2008 - October 2008
Interactive Sites May 2007 - April 2008
Countrywide Financial November 2005 - May 2007
Intel Corporation May 2005 - November 2005
Washington State Department of Social and Health Services July 2004 - March 2005
Skills
Microsoft Windows..., Configuration of .NET..., Microsoft IIS 6.0 /..., Process Improvement, Locking down..., Change control..., OS and application..., Application Management, Administer and..., Load Balancing, IIS, Servers, Windows Server
Education
BYU 1987 — 1991
Communication and Media Studies
Marshall Power Equipment February 2014 - Present
Bank of America December 2012 - Present
Bank of America November 2007 - November 2012
Bank of America September 1998 - November 2007
Skills
Coaching, Training, Customer Service, Collections, Mentoring, Management, Mortgage Lending, Loans, Mortgage Banking, Credit
Education
BYU 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Marketing
Utah Valley University 1993 — 1995
Associate's degree, business
West Geauga 1990 — 1993
General Studies, Diploma
TD Ameritrade March 2015 - Present
E*TRADE Financial Corporation March 2013 - March 2015
Fidelity Investments January 2012 - March 2013
QBE the Americas 2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance 2007 - 2008
Bank of America 2006 - 2007
Automobile Club of Southern California 2002 - 2006
Farmers Insurance 1997 - 2002
Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63
Education
Brigham Young University
MBA, Business Administration, Management and Operations
California State University
B.S., Finance
Bank of America November 2012 - June 2013
Bank of America November 2011 - November 2012
Bank of America September 2002 - November 2012
Bank of America March 2001 - September 2002
Bank of America February 2000 - March 2001
Bank of America January 1993 - February 2000
Bank of America 1991 - 1993
Bank of America 1986 - 1991
Bank of America March 1984 - 1986
Skills
Typing, Risk Management, Risk Assessment, Auditing, Communication, Team Building, Team Leadership, Team Management, Multi Tasking, Customer Service, Analysis, Time Management
Education
Brigham Young University 1982 — 1984
Business Administration and Management, General, B
Heald College 1972 — 1973
Legal Secretarial
Academy Mortgage Corporation April 2014 - Present
Academy Mortgage Corporation October 2012 - Present
Academy Mortgage Corporation December 2009 - October 2012
Bank of America March 2009 - December 2009
Countrywide Home Loans March 2005 - March 2009
Skills
Management, Mortgage Lending, Leadership, Sales, Mortgage Banking, Business Development, Sales Management, Recruiting, Leadership Development, Executive Management, Brand Development, Talent Acquisition, Residential Mortgages, VA loans, Credit, FHA, FHA financing, VA Loans, FHA Financing, Investment Properties, Real Estate
Education
Georgetown University - The McDonough School of Business 2014 — 2015
Masters of Executive Leadership
University of Utah 1999 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Brigham Young University 1997 — 1998
General Studies
Bank of America September 2015 - Present
USPACOM Joint Intelligence Operations Center (JIOC) July 2012 - August 2015
United States Pacific Command October 2011 - July 2012
Standing Joint Force Headquarters (SJFHQ), USPACOM July 2009 - September 2011
Commander, U.S. Naval Forces Japan (CNFJ) May 2007 - June 2009
USS KITTY HAWK (CV-63) September 2005 - May 2007
Commander, Seventh Fleet (COMSEVENTHFLT) January 2004 - September 2005
Tactical Support Center (TSC), Sigonella May 2001 - December 2003
USS HARRY S. TRUMAN (CVN-75) July 1998 - March 2001
US Navy August 1997 - July 1998
Skills
Project Management, Task Management, Top Secret, Military, Intelligence, Defense, Public Speaking, Operational Planning, Microsoft Office, Leadership, Briefing, Intelligence Analysis, National Security, Contingency Planning, Navy, Personnel Management, Report Writing, Visitor Management, Editing, Military Experience, Military Operations, Foreign Policy, Protocol, Budgets, Interagency Coordination, Intelligence Community, Weapons, Exercises, NATO, DoD, Security Clearance, Command, C4ISR, Army, Force Protection, Joint Military..., International Relations, Tactics, Military Liaison, Reconnaissance, Government Contracting, Information Assurance, Physical Security, Project Planning, Government, Emergency Management, Military Training, Organizational..., Systems Engineering, Homeland Security
Education
Oregon State University 1992 — 1995
Masters of Science, Physics
Brigham Young University 1986 — 1992
Bachelor of Science (B.S.), Physics
Keller Williams Realty Boise December 2013 - Present
Bank of America March 2010 - October 2013
Bank of America March 2009 - March 2010
Bank of America August 2005 - March 2009
Skills
Single Family Homes, Residential Homes, Comparative Market..., First Time Home Sellers, Assisting First Time..., FHA financing, HUD, Relocation, Real Estate Transactions, Banking, Risk Management, Leadership, Training, Executive Management, Operations Management, Risk Assessment, Internal Audit, Executive Coaching, Change Management, Sales, Sales Management, Sales Management..., Process Improvement, Project Management, FHA, Mortgage Lending, VA loans, First Time Home Buyers, FHA Financing, VA Loans, Loans, Management
Education
Brigham Young University
Bachelor of Science (BS), Industrial and Organizational Psychology
Idaho Real Estate School
Binary Alembic January 2014 - Present
Go4 Made in America LLC January 2012 - Present
Merck June 1995 - August 2013
San Diego Gas & Electric August 2010 - December 2011
Sempra Energy May 2005 - December 2011
Merck May 2000 - May 2010
Intel Corporation October 1992 - September 1999
Kaiser Permanente February 1997 - May 1997
Bank of America January 1995 - February 1996
McGraw-Hill Higher Education October 1994 - February 1995
Skills
Web Services, Oracle, Microsoft Excel, Visual Basic, Software Development, PHP, MySQL, VBA, Cloud Applications, Microsoft Office, Project Management, T-SQL, OO Software Development, RAD, Mobile Applications, SDLC, Microsoft SQL Server, PL/SQL, Training, Team Leadership, Public Speaking, Analysis, Problem Solving, SQL, Databases, XML, Data Warehousing, Data Analysis, Cloud Computing, SharePoint, Visio
Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance
Bank of America October 2014 - Present
Bank of America July 2013 - October 2014
Bank of America October 2008 - July 2013
Countrywide Home Loans November 2002 - September 2008
Skills
Cross Selling, Residential Mortgages, Relationship Management, Credit Analysis, Consumer Lending, Refinance, FHA, Loan Origination, Credit, Loans, Mortgage Lending, PowerPoint, Microsoft Excel, Team Building, Sales, Cross-functional Team..., Outlook, Financial Analysis, Investment Properties, Customer Service, Real Estate Economics, Banking, Home Equity Loans, Mortgage Marketing, Sellers, Property, Risk Management, Mortgage Banking, VA loans, FHA financing, Government Loans, Home Equity Lines of..., Branch Management, Real Estate Financing, Negotiation, Finance, Rates, Leadership, USDA, Construction Loans, Mortgage Underwriting, Loss Mitigation, Commercial Lending, Commercial Mortgages, Certified Mortgage..., Lines Of Credit, Mortgage Servicing, Loan Servicing, Small Business Lending
Education
Texas A&M University-Commerce 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Brigham Young University 1996 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Bank of America September 2014 - November 2014
Bank of America September 2010 - March 2014
True Automation February 2009 - August 2010
Gerber Technology, Inc. December 1998 - December 2008
Kohl's Department Stores April 2005 - November 2006
CapRock Communications, Inc. June 1997 - December 1998
Enserch Exploration, Inc. May 1996 - June 1997
National TechTeam October 1995 - May 1996
WordPerfect / Novell Corporation, Inc. May 1991 - August 1995
Skills
Project Management, MS Project, Project Delivery, Visual Basic, Microsoft SQL Server, XML, Visual Studio, Programming, Visio, Agile Methodologies, Troubleshooting, Leadership, Team Leadership, Software Project..., Access, Software Development, Windows, SQL, SDLC, ASP.NET, Java, Business Analysis, HTML, Business Intelligence, SharePoint, C#, Training, Requirements Analysis, Databases, Integration, JavaScript, Software Documentation, ITIL, Vendor Management, Quality Assurance, Architecture, Windows Server, Enterprise Software, Project Portfolio..., Technical Support, IT Management, Agile Project Management, PMP, Program Management, Process Improvement, Business Process, Scrum, Testing, Strategy, Analysis
Education
Brigham Young University 1987 — 1991
B.A.
Bank of America July 2010 - Present
Bank of America March 2008 - February 2011
Bank of America May 2006 - March 2008
GE Commercial Finance May 2005 - August 2005
Wells Fargo Financial April 2001 - July 2004
Education
Brigham Young University 2004 — 2006
MBA, Organizational Behavior
Brigham Young University 1998 — 2001
Bachelor of Arts, Marketing Communications
Simplifile October 2013 - Present
Simplifile August 2011 - October 2013
City of Moorpark May 2009 - August 2010
Bank of America May 2005 - September 2007
PetSmart September 2006 - April 2007
Target January 2006 - April 2006
Vons Grocery Store June 2004 - August 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, HTML, Leadership, Customer Service, Time Management, Facebook, Public Speaking, Event Planning, Event Management, Marketing, Management
Education
Brigham Young University 2004 — 2011
BS, Recreation Management
Bank of America August 2012 - Present
TEKsystems November 2010 - May 2012
CarMax January 2004 - October 2010
Swedish Match May 1997 - January 2004
Central Fidelity National Bank February 1993 - November 1996
Skills
Active Directory, Databases, Microsoft SQL Server, Process Improvement, SQL, SharePoint, Windows, Project Management, Windows Server, Visio, Troubleshooting, Security, VBScript
Education
Virginia Commonwealth University - School of Business 1989 — 1993
BS, Business Administration & Management
Computer Education Services 1996 — 1997
Novell CNE, Novell Networking
Brigham Young University 1985 — 1986
N/A, General Studies
Bank of America Merrill Lynch May 2011 - Present
Bank of America October 2010 - June 2011
Bank of America June 2009 - October 2010
Bank of America June 2008 - August 2008
Apollo Group 2004 - 2007
Skills
Business Development, Venture Capital, New Business Development, Vendor Management, Financial Analysis, Market Research, Company Research, Data Analysis, Business Intelligence, Microsoft Office, IT Strategy, Spanish, Risk Analysis, SQL, PL/SQL, Business Strategy, Strategy, Program Management, Relationship Management, Start-ups, Due Diligence, Credit Risk, Analytics, Enterprise Software
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Brigham Young University 1997 — 2004
BS
Goodwill Industries of Middle Georgia and the CSRA July 2014 - Present
Le Cordon Bleu College of Culinary Arts June 2013 - November 2013
University of Phoenix October 2009 - June 2013
Bill Lucas & Associates February 2007 - October 2009
SunTrust Bank February 2006 - February 2007
Bank of America May 2002 - February 2006
Government Employees Credit Union February 2000 - March 2002
US Army February 1983 - February 1986
Skills
Customer Service, Military Experience, Team Building, Coaching, Financial Analysis, Strategic Leadership, Program Management, Business Service..., Retail Banking, Hands-on Training, Military Certified..., Heath & Life Insurance..., Internal Audit, Compliance, Mentoring, Student Recruiting, Student Advisement, Recruiting, Employee Training, Management, Microsoft Office, Human Resources, Public Speaking, Training, Career Development, Leadership
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Master of Business Administration, GPA 3.72
BYU 2001 — 2001
Humanities courses, no degree/ tranfer credits
Bank of America 2010 - Present
Bank of America 2007 - 2010
Countrywide (Acquired by Bank of America) 2006 - 2007
Citibank 2005 - 2006
Symantec 2002 - 2003
Skills
Management, Marketing, Advertising, Analytics, Multi-channel Marketing, Direct Marketing, Marketing Strategy, Banking, Relationship Management, Mortgage Lending, Channel Partners, Credit, Marketing Communications, CRM, Project Management
Education
Brigham Young University
Bachelors Degree, Marketing and Advertising
Capital One Home Loans August 2012 - Present
Actively Seeking Employment February 2012 - Present
Consultnet LLC August 2011 - February 2012
Bank of America February 2009 - June 2011
Embarq March 2007 - July 2008
Sprint February 2000 - March 2007
Entergy July 1996 - February 2000
KWS Consulting January 1989 - July 1996
Skills
Sales Management, Marketing, Product Development, Database Marketing, Brand Management, Business, Customer Acquisition, Segmentation, Cross-functional Team..., Email Marketing, Product Management, Training, Market Planning, B2B, Strategic Alliances, Strategy, Marketing Strategy, Product Marketing
Education
University of Utah 1976 — 1977
MBA, Business Administration
Brigham Young University 1970 — 1976
BS, Business/Econmics
Infusionsoft February 2014 - July 2014
Brigham Young University October 2009 - December 2011
Brigham Young University June 2009 - October 2009
Bank of America January 2009 - May 2009
Bank of America August 2007 - December 2008
Bank of America March 2007 - August 2007
Bank of America March 2006 - March 2007
Skills
Marketing Automation, Lead Generation, CRM, Email Marketing, SaaS, E-commerce, Strategic Partnerships, Online Marketing, Web Analytics, Online Advertising, Social Media Marketing, Sales Process, Marketing Strategy, Management, Leadership
Education
Brigham Young University 2009 — 2011
Bachelor of Arts (B.A.), Korean Language and Literature
Mesa Community College 2006 — 2009
Associate of Arts (AA), General Studies
Outpost Capital 2008 - Present
SummerSide Senior Living 2007 - Present
Banyan Ventures October 2013 - April 2014
iSchool Campus 2011 - 2013
Prolifica, LLC 2006 - 2009
City-Core Development, Inc. 2001 - 2008
The Nordic Group 2001 - 2007
The Surland Companies 2001 - 2006
INMC Mortgage Holdings (REIT) 1994 - 2001
Bank of America 1993 - 1994
Skills
Private Equity, Venture Capital, Start-ups, Debt, Business Strategy, Entrepreneurship, Investment Banking, Mergers, Due Diligence, Equities, Business Planning, Business Development, Acquisitions, Strategic Partnerships, Strategy, Financial Structuring, Joint Ventures, Real Estate Development, Valuation, IPO, Corporate Development, Strategic Financial..., Funding, Portfolio Management, Corporate Finance, Asset Management, Financial Modeling, Executive Management, Mergers & Acquisitions, Restructuring, Management Consulting, Private Placements, Financial Analysis, Angel Investing, Finance, Strategic Consulting, Investments, Real Estate, Start-up Ventures, Investment Strategies, Business Valuation, Alternative Investments, Management
Education
University of Southern California 1990 — 1991
MRED, Management, Finance
Brigham Young University 1980 — 1987
BA, Economics
Corona del Mar High School 1976 — 1980
David Lawrence, Inc. 1994 - Present
Boy Scouts of America August 2011 - Present
Self Employed 1997 - 2002
Connected Corporation July 2000 - July 2001
Laser Access 1991 - 1997
Airborne Express 1990 - 1991
Bank of America 1986 - 1990
World Wide River Expeditions April 1983 - August 1986
Skills
MVS, Mainframe, JCL, CICS, COBOL, IMS DB/DC, Sales, Sales Management, Marketing, Strategic Planning, Forecasting, New Business Development
Education
Brigham Young University 1981 — 1985
BA, Economics, Computer Science
Ephrata High School 1977 — 1981
Bank of America August 2005 - Present
Avaya Inc August 2000 - February 2005
Skills
Unix, VoIP, Linux, Perl, Troubleshooting, Telecommunications, Servers, VBScript, DOS Batch scripting, Photoshop, Hardware Troubleshooting, Vendor Management, Windows Scripting, Web Scraping, SDLC, Requirements Analysis, Disaster Recovery, GIMP, Networking, Integration, Data Center, Data Mining, Powershell, Active Directory
Education
Brigham Young University 1997 — 2000
Bachelor of Science (BS), Electronic Engineering Technology, 3.7
Brigham Young University
Bachelor of Science, Electronics Engineering Technology
Red Rocks Community College 1993 — 1995
Associate of Applied Science, Digital Electronics
Colorado University
Master of Science, Electrical Engineering
Equity Real Estate April 2009 - Present
ZipLocal October 2010 - April 2012
Bank of America June 2009 - October 2010
Nordstrom October 2008 - June 2009
LDS church February 2004 - February 2006
Blackheath Art Gallery January 2004 - August 2004
Skills
Local Search, SEM, Google Analytics, SEO, Online Advertising, PPC, Google Webmaster Tools, Google Adwords, Facebook, Web Analytics, Email Marketing, Google Apps, Social Media Marketing, Digital Marketing, Social Media, Advertising, Social Networking, Lead Generation, Mobile Devices, Salesforce.com, Real esate, CRM, Marketing, Real Estate, B2B
Education
Brigham Young University 2006 — 2010
Bachelor of Arts, Communication - Advertising and Marketing
Sutton Valence
Zions Bancorporation 2012 - 2015
Bank of America 2010 - 2012
Bank of America 2005 - 2010
Bank of America 2003 - 2005
Pepsi Bottling Group 2002 - 2003
Roth Capital Partners June 2002 - August 2002
HSBC 2000 - 2001
US Census Bureau 1998 - 2000
Skills
Analytics, Portfolio Management, Analysis, Risk Management, SAS, SQL, Credit Cards, Financial Modeling, Credit Risk, Data Mining, Forecasting, Market Research, Finance, Management, Banking, Credit, Strategic Financial..., Financial Analysis, Mortgage Lending, Start-ups, Data Analysis, Business Analysis, Credit Analysis, Marketing Strategy, Business Analytics, Strategic Planning, Access, PowerPoint, Investments, Corporate Finance, Financial Risk, Mortgage, Leadership, Risk, Statistics, Consulting, Loss Analysis, Loss Forecasting, Business Intelligence, Excel, Marketing, Strategy, Financial Services
Education
University of California, Irvine 2001 — 2003
Master of Business Administration (M.B.A.), Finance / Marketing
Brigham Young University
Bachelor's Degree, Statistics
Bank of America March 2012 - Present
Bank of America January 2009 - December 2011
Bank of America August 2005 - December 2008
Countrywide Home Loans March 2003 - July 2005
Skills
Financial Analysis, Credit, Strategy, Change Management, Operations Management, Process Improvement, Business Development, Pricing, Cross-functional Team..., Leadership, Management, Competitive Analysis, Project Management, Business Strategy
Education
Brigham Young University 2001 — 2003
MBA, Marketing, Finance
Brigham Young University 1993 — 1999
B.A., Economics
Academy Mortgage Corporation January 2010 - Present
Bank of America April 2009 - January 2010
Desert Valley Mortgage June 2000 - January 2008
Skills
Mortgage Underwriter, Mortgage Loan Processor, Operations Manager, Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Refinance
Education
Dixie State College 2006 — 2009
Bachelor of Science, Accounting
Brigham Young University
Honeywell May 2014 - June 2015
Procter & Gamble October 2011 - May 2014
Procter & Gamble June 2009 - October 2011
Bank of America June 2008 - August 2008
Datamark 2004 - 2007
Pella Corporation 2002 - 2004
Allbee Green, Inc. 1999 - 2002
WinAir Airlines 1998 - 1999
FranklinCovey 1995 - 1998
Skills
Leadership Development..., Talent Management, Strategy Creation, Organizational Design, Change Management, Enrollment Management, Team Effectiveness, Employee Relations, Performance Management, Compensation & Benefits..., Training Facilitation, Project Management, Process Improvement, Cross-functional Team..., Management
Education
Brigham Young University 2007 — 2009
M.B.A., Organizational Behavior and Human Resources
University of Utah 1994 — 1998
B.S., Economics
Standard Pacific Mortgage, Inc. June 2015 - Present
DHI Mortgage October 2014 - May 2015
AmeriFirst Financial, Inc. June 2014 - October 2014
Priority Home Mortgage August 2012 - June 2014
Innovative Marketing Strategies May 2011 - August 2012
Bank of America April 2006 - November 2010
Chili's Bar and Grill May 2001 - April 2006
Skills
Marketing Strategy, Marketing, Sales, Training, New Business Development, Sales Management, B2B
Education
Collin County Community College 2010 — 2011
Brigham Young University 2001 — 2003
Brigham Young University 2000 — 2001
Plano Senior High School 1998 — 2000
High School Diploma
Collin County Community College
Citywide Home Loans February 2014 - Present
Medallion Mortgage Company November 2011 - January 2014
Bank of America June 2010 - June 2011
Bank of America June 2002 - June 2010
Countrywide Securities Corporation 1995 - 2002
Countrywide Securities Corporation 1994 - 1995
Skills
Credit, Loans, Mortgage Lending, Finance, Underwriting, Cash Management, Due Diligence, Securities, Loan Servicing, Management, Funding, Financial Reporting, Pricing, Banking, Credit Risk, Mortgage Banking, Portfolio Management, Loan Origination, Risk Management, Executive Management, Trading, Financial Analysis, Financial Services, Refinance, Credit Analysis, Residential Mortgages, FHA, Financial Risk
Education
California State University-Northridge 1986 — 1990
MBA Studies, Business Management
Brigham Young University 1978 — 1984
BS, Business Management
BDH Financial Services, Inc January 2013 - Present
Arizona Business & Commercial Services June 2011 - Present
Arizona Professional Academy March 2009 - Present
Sun West Real Estate February 2003 - June 2011
Foremost Development Services August 1982 - December 1998
Estate Review 1994 - 1998
Bechtel Corporation October 1978 - August 1982
Bechtel Corporation 1974 - October 1978
Bank of America 1971 - 1974
Pacific Gas and Electric Company 1968 - 1971
Skills
Mergers & Acquisitions, Finance, Commercial Real Estate, Contract Negotiation, Strategic Financial..., Real Estate Financing, Small Business, Financial Planning, Leases, Mergers, Negotiation, Business Planning, Buying Businesses, Exit Strategies, Seller Financing, Due Diligence, Selling Businesses, Mergers & Aquisitions, Estate Planning, Buy-sell Agreements, Purchase Price..., Business Valuation, SBA Financing, Business Analysis, Structure Business..., Family Business, Exit Planning, Retirement Planning, Small Business..., Sell-Side Due Diligence
Education
College for Financial Planning 1973 — 1974
CFP, Financial Planning
University of California, Berkeley 1966 — 1968
MBA, Finance, Investments and Marketing
Brigham Young University 1962 — 1966
BS, Economics, Accounting
Andover State Bank November 2010 - Present
Security Savings Bank April 2001 - September 2005
Bank of America June 1992 - April 2001
Skills
Commercial Lending, Executive Management, Loans, Credit, Banking, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Financial Modeling, Cash Management, Small Business Lending, Investments, Financial Risk, Financial Services, Risk Management, Credit Risk, Team Building
Education
Brigham Young University 1980 — 1984
B.S., Finance
Spearville High School
Bank of America - Global Vendor Finance October 2010 - Present
Corporate Capital Services, Inc. April 2009 - December 2010
EL CAMINO RESOURCES, INC April 2007 - November 2008
HIGHLINE CAPITAL CORP September 2000 - April 2007
Heller Financial January 1999 - September 2000
Heller Financial April 1996 - January 1999
Bank of America June 1993 - July 1995
Bank of America June 1990 - May 1993
Capital Associates, Inc March 1988 - June 1990
CHASE MANHATTAN LEASING COMPANY January 1986 - March 1988
Skills
Credit, Asset Based Lending, Business Development, Commercial Lending, Restructuring, Financial Structuring, Sales, Finance, Management, Sales Management, Portfolio Management, Credit Analysis, Executive Management, Negotiation, Pricing, Loans
Education
Brigham Young University
Bachelor Degree
Town & Country Bank January 2006 - Present
Wells Capital Management 2000 - 2005
Zions Bank 1998 - 2000
Bank of America 1991 - 1997
Wells Fargo Bank 1987 - 1991
Continental Bank 1975 - 1987
Continental Illinois National Bank 1975 - 1986
Skills
Strategic Planning, Commercial Lending, Public Speaking, Loans, Financial Analysis, Fundraising, Small Business Lending, Budgets, Banking, Investments, Leadership Development, Leadership Technique, Customer Service, Portfolio Management, Team Building, Entrepreneurship, Business Strategy, Finance, Mergers & Acquisitions, Credit, Commercial Banking, Risk Management, Credit Analysis, Real Estate, Mortgage Lending, Loan Origination, Consumer Lending, Leadership, Commercial Real Estate, Small Business, Executive Management, Underwriting, Business Planning, Mortgage Banking, Commercial Mortgages, Relationship Management, Retail Banking, Credit Risk, Asset Based Lending, Real Estate Financing, Due Diligence, Construction Loans, FHA, Funding, Cash Flow, Strategic Financial..., SBA, Asset Management, Financial Advisory, Private Equity
Education
Brigham Young University 1969 — 1975
Bachelor of Arts (B.A.)
Bank of America May 2015 - Present
Self-employed March 2013 - May 2015
JPMorgan Chase & Co. October 2007 - February 2012
Overstock.com April 2006 - September 2007
Omniture February 2005 - March 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Business Objects, Essbase, Analitical, PowerPoint, Microsoft Word, Microsoft Office
Education
Brigham Young University 2001 — 2004
Bachelor's Degree, Business Management Corporate Finance, 3.7 GPA
First Tech Federal Credit Union May 2014 - Present
Vanquish the Foe December 2013 - Present
Bank of America May 2013 - May 2014
JPMorgan Chase & Co. October 2010 - May 2013
EXPRESS September 2010 - August 2011
Bellevue School District February 2009 - June 2011
Bellevue School District November 2008 - December 2009
Bellevue School District May 2008 - June 2009
University of Washington October 2008 - February 2009
The Seattle Times March 2008 - May 2008
Skills
Analysis, Financial Services, Sales, Customer Service, Microsoft Word, Microsoft Office, Consumer Lending, Public Speaking, Research, Training, Leadership, Social Networking, Coaching, Outlook, Social Media
Education
Brigham Young University 2003 — 2007
Bachelor's Degree, English Language and Literature, General
Utah Community Credit Union March 2013 - Present
All Star Pest Control May 2014 - August 2014
Bank of America September 2011 - May 2012
Skills
Consumer Lending, Banking, Loans, Customer Service, Sales, Relationship Management, Credit Analysis, Cross Selling, Microsoft Office, Branch Banking, Credit, Loan Origination, Microsoft Excel, Refinance, Credit Risk, Funding, Social Media Marketing, Advertising, Event Planning, Deposits, Finance, Social Media, Financial Analysis
Education
Brigham Young University 2013 — 2017
Bachelor's degree, Finance, General
Wichita State University 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5 GPA
Bank of America January 2012 - Present
Bank of America June 2011 - December 2011
Bank of America July 2010 - June 2011
Bank of America June 2009 - June 2010
Kemper, A Unitrin Business October 2005 - July 2007
TWG Insurance April 2005 - August 2005
Skills
Analytics, Risk Management, Data Analysis, Access, Excel, Process Improvement, PowerPoint, Problem Solving, Insurance, Finance, Banking, Training, Business Analysis, Vendor Management, Strategy, Project Management, Business Process..., Forecasting, Visio, Program Management, Operations Management, Strategic Planning, Business Strategy, Analysis, Management, Business Development, Change Management, Leadership, Microsoft Excel, Cross-functional Team..., Integration, Six Sigma
Education
Purdue University 2007 — 2009
Master of Business Administration, Operations & Marketing
Brigham Young University 1998 — 2004
BS, Management with emphasis in Finance and Financial Services
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
Green Fuel Technologies / Royden PreCast October 2011 - Present
Self Employed January 2011 - October 2011
Namastera, Inc. April 2010 - August 2011
Legacy Bank AZ January 2008 - January 2010
Bank of America December 2006 - December 2007
BBVA/Compass Bank February 2001 - December 2006
Skills
Sales Management, Business Strategy, Leadership, Management, Strategic Planning, Analysis, Start-ups, Sales, Social Media, Team Building, Consulting, Account Management, Marketing Strategy, New Business Development, Entrepreneurship, Customer Service, Marketing, Team Leadership, Budgets, Training, Process Improvement, Coaching
Education
Brigham Young University - Idaho 2013 — 2015
Pathway Program, University Studies major. Minoring in Family History Research & Business Entrepreneurship
Brigham Young University 1974 — 1980
Panda Restaurant Group May 2015 - Present
Bank of America August 1995 - April 2015
Skills
Requirements Gathering, Management, Microsoft Office, Leadership, Business Analysis, Strategic Planning
Education
Moorpark College 1989 — 1996
Associate of Arts (A.A.), General Studies
Brigham Young University 1994 — 1995
Accounting and Finance
Bank of America November 2014 - Present
TIAA-CREF November 2013 - November 2014
Extended Stay America April 2012 - October 2013
BusinessClick, LLC October 2008 - March 2012
Lutz Law Offices September 2005 - October 2008
Emerio, LLC January 1999 - September 2005
Skills
Team Management, Team Building, Product Development, Market Research, Strategic Planning, Online Marketing, SEO, E-commerce, Email Marketing, Social Media, Web Analytics, Forecasting, Vendor Management, Product Management, Budgets, Project Management, Agile Methodologies, Sales Management, Marketing Strategy, CRM, Leadership, Program Management, Account Management, Entrepreneurship, Change Management, Public Speaking, Tablet Marketing, SaaS, Analysis, Management, Marketing, B2B, Digital Marketing, SDLC, Start-ups, Project Portfolio..., Coaching, Consulting, Analytics, Risk Management, Negotiation, Management Consulting, Project Planning, PPC, Business Development, Digital Analytics, Strategic Partnerships, Competitive Analysis, Business Strategy, Strategy
Education
Brigham Young University 1984 — 1987
BA, Media Management, Business Administration
Project Management Institute 2005 — 2005
PMP Certification, September 2005, Project Management
Bank of America February 2008 - Present
Meridias Capital 2006 - 2007
Countrywide Bank 2004 - 2006
Countrywide Financial 2002 - 2006
Countrywide Home Loans 2002 - 2004
Deloitte & Touche, LLP 1999 - 2002
Aon Capital Markets / SRS 1996 - 1999
Skills
Portfolio Management, Credit Risk, Transaction Management, Mortgage Lending, Credit, Capital Markets, Financial Modeling, Valuation, Residential Mortgages, Credit Cards, Loans, MBS, Banking, Fixed Income, Derivatives, Risk Management, Underwriting, Bloomberg, Mortgage Banking, Financial Analysis, Financial Services, Finance, Financial Risk, Credit Analysis, Management, Structured Finance, Trading, Investments
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master of Business Administration (MBA), Finance and Info Systems
Brigham Young University 1993 — 1996
BS, International Finance, Japanese
Bank of America June 2014 - August 2014
Zachary Douglass, LLC June 2008 - April 2013
Smooth Canvas March 2011 - September 2012
CEObuilder March 2008 - March 2009
Sherwin Williams April 2006 - August 2006
Skills
Entrepreneurship, SEO, Start-ups, Business Planning, Small Business, Online Marketing, Competitive Analysis, Business Development, Business Strategy, Marketing, New Business Development, Leadership, SaaS, Customer Service, E-commerce, Training, Business Systems..., Customer Relations, Web Development, Problem Solving, Administration, Product Marketing, Operations Management, Business Analytics, Six Sigma, MBA, SQL, Strategic Partnerships, Program Management, Analysis, Cloud Computing
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA), Management / Marketing
Brigham Young University 2005 — 2009
Bachelor, Entrepreneurship
ADP Tax Credit Services March 2012 - December 2013
ADP VirtualEdge December 2008 - August 2011
ADP 1983 - 2011
ADP October 2006 - August 2008
ADP October 2005 - April 2006
ADP October 2003 - October 2005
AG Consulting 1996 - 2003
ADP/AG Consulting 1996 - 2003
Bank of America 1983 - 1996
Skills
Process Improvement, Succession Planning, Strategic Planning, Sales, Training, Leadership, Management, Account Management, Recruiting, Talent Management, Business Analysis, Mentoring, Applicant Tracking..., Outsourcing, Employee Benefits, Budgets, Management Consulting, SaaS, PeopleSoft, Onboarding, Business Development, CRM, Customer Satisfaction, Customer Retention, ADP Payroll, Analysis, BPO, Benefits Administration, Call Centers, Change Management, Coaching, Employee Engagement, HRIS, Human Resources, Payroll, Performance Management, Talent Acquisition, Team Building, Time Management, Vendor Management, Strategy, Cold Calling, Salesforce.com, Sales Process, Consulting, Solution Selling, Employee Relations, New Business Development
Education
Brigham Young University 1978 — 1980
Business
AnQuest June 1990 - Present
KS Appraisal March 1994 - October 1998
Bank of America November 1990 - April 1994
Skills
Purchasing, Public Speaking, Real Estate, Research, Team Leadership, Graphic Design, Appraisals, PowerPoint, Microsoft Excel, Business Development, Microsoft Office, Microsoft Word, Business Strategy, Science, Project Management, Strategic Planning, Teaching, Marketing, Analysis, Marketing Strategy, Healthcare, Customer Service, Negotiation, Team Building
Education
Brigham Young University 1980 — 1985
BS, Organizational Psychology
Brewer Companies February 2014 - Present
Ace Asphalt of Arizona November 2005 - February 2014
HR Service Providers Inc. January 1999 - November 2005
PepsiCo (Frito Lay) May 1996 - November 1999
Honeywell Aerospace March 1988 - May 1996
Bank of America December 1985 - March 1988
Skills
Contract Negotiation, Team Building, Onboarding, Construction, Change Management, Process Scheduler, Contract Management, Negotiation, Strategic Planning, Customer Service, Budgets, Team Leadership, Leadership, Human Resources, Management, Process Improvement, Sales Management, Project Planning, Personnel Management, Supervisory Skills, Training, Sales, Employee Relations, Operations Management
Education
University of Phoenix 1985 — 1987
Masters of Arts, Leadership, Organizational Behavior, Human Resources
Brigham Young University 1981 — 1985
Bachelors of Arts, Human Resources, Communication, Organizational Development
Perry Homes, Inc. April 2013 - Present
Oceanside Hawaii Assisted Living February 2012 - February 2013
Bank of America February 2009 - February 2012
Heritage Home Assisted Living June 2003 - December 2010
Sant Pacific June 1991 - December 2008
Skills
Banking, Budgets, Credit, Customer Satisfaction, Entrepreneurship, Investment Properties, Management, Marketing, Negotiation, Real Estate, Strategic Planning, Team Leadership
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Hawaii at Manoa 1986 — 1991
BARCH, Architecture
Brigham Young University 1983 — 1985
AA, Construction
Charles Schwab August 2009 - Present
Fidelity Investments 2004 - 2009
Bank of the West 2002 - 2004
Bank of America 2000 - 2002
Montecito Bank & Trust 1998 - 2000
Education
Brigham Young University 1981 — 1984
BA, Public Policy
Eos Systems January 2008 - Present
Wright Way Corp. July 2003 - Present
GWAVA 2003 - 2008
NetVision December 2001 - July 2003
Exodus Performance Labs October 2000 - September 2001
Novell July 2000 - October 2000
Novell July 1994 - July 2000
WordPerfect Corporation March 1991 - July 1994
Bank of America September 1989 - March 1991
Skills
SaaS, Channel Partners, Solution Selling, Direct Sales, Business Development, Business Alliances, Cloud Computing, Executive Management, Enterprise Software, Channel, Marketing, Strategic Alliances, Partner Management, Leadership, Strategy, Product Marketing, New Business Development, Management, Go-to-market Strategy, Product Management, Virtualization, Demand Generation, Strategic Partnerships, Salesforce.com, Multi-channel Marketing, Security, Professional Services, Lead Generation, B2B, Sales Process
Education
Brigham Young University 1980 — 1991
BA
Bank of America March 2010 - Present
Countrywide Financial May 2007 - April 2009
Countrywide Financial May 2006 - May 2007
Countrywide Financial April 2003 - May 2006
CIT 1999 - 2000
Skills
Financial Analysis, Risk Management, Analysis, Finance, Microsoft Excel, Management, Access, Leadership, Forecasting, Banking, Cash Management, Budgets, Business Analysis, Credit, Customer Satisfaction, Microsoft Word, Credit Analysis, Financial Forecasting, Visio, Financial Modeling, Auditing, Variance Analysis, Financial Reporting, Credit Risk, PowerPoint, Risk Assessment, Operations Management, Accounting, Process Improvement, Training, Data Analysis, Mergers & Acquisitions, Business Planning, Loans, Due Diligence, Business Strategy, Microsoft Access, Valuation, Sales, LDRPS, SharePoint
Education
Southern Utah University 2001 — 2002
MBA, Business
Brigham Young University 1994 — 1998
Bachelors of Science, Statistics
BMO Harris Bank October 2013 - Present
Bank of America August 2011 - October 2013
Bank of America 2006 - 2011
J.R. Simplot Company 2003 - 2006
Skills
Commercial Banking, Financial Analysis, Loans, Banking, Credit Analysis, Relationship Management, Underwriting, Commercial Lending, Portfolio Management, Finance, Credit Risk, Strategic Planning, Strategy
Education
Brigham Young University 2000 — 2002
Bachelor's degree, Finance
Brigham Young University - Idaho 1998 — 2000
Associate Degree, Business Management
TIAA-CREF March 2015 - Present
Wells Fargo April 2010 - March 2015
Bank of America November 2005 - April 2010
GE Consumer Finance July 2004 - October 2005
Skills
Six Sigma, Risk Analytics, SAS programming, Credit Risk, Financial Risk, SAS, Analytics, Credit, Risk Management, Banking, Predictive Analytics, Predictive Modeling
Education
Brigham Young University 2000 — 2004
Economics
Goldman Sachs July 2012 - Present
Bank of America March 2005 - June 2012
JPMorgan September 2000 - September 2003
Parks Associates December 1999 - September 2000
Skills
Credit, Risk Management, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Credit Risk
Education
Brigham Young University 1993 — 1999
Bachelor of Arts, Economics
Bank of America 2009 - 2011
Merrill Lynch 2001 - 2011
Wells Fargo Bank 1992 - 2000
Education
Brigham Young University 1985 — 1989
BS, Finance
Clark High School
Bloomberg November 2008 - Present
Washington Mutual April 2008 - November 2008
WaMu Capital Corp January 2001 - April 2008
AVP Zurich Scudder Investments December 2000 - June 2001
Bank of America October 1992 - September 2000
Education
Brigham Young University
Brigham Young University - Idaho
ABC Development, LLC September 2011 - Present
Uncity International May 2001 - May 2011
Bank of America 1979 - 1986
Skills
Fluent in both English..., English, Leadership, Spanish, Product Marketing, Strategic Planning, Public Speaking, Product Development, Management, Marketing Strategy, Sales Management, Entrepreneurship, Customer Service, Microsoft Office, Team Leadership, Business Strategy, Negotiation, Business Planning, Marketing, Network Marketing..., New Business Development, Training, Strategy, Business Development
Education
Brigham Young University 1990 — 1992
MBA, Marketing and Finance
Idaho First Bank 2005 - Present
First Bank of Idaho 1996 - 2002
Bank of America 1991 - 1996
Idaho First National Bank/West One Bank 1981 - 1991
Skills
Mergers, Small Business, Investments, Portfolio Management, Start-ups
Education
Pacific Coast Banking School 1993 — 1995
Masters equivalent, Banking
Brigham Young University 1974 — 1981
BS, Ag Econ
Delta Petroleum May 2005 - July 2012
JP Morgan January 1999 - April 2005
Chase Securities Inc. 1999 - 2000
Bank of America 1998 - 1999
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Energy, Financial Analysis, Valuation, Petroleum, Strategic Planning, Risk Management, Contract Negotiation, Natural Gas, Budgets, Business Strategy, Financial Reporting, Forecasting, Analysis, New Business Development, Start-ups, Corporate Finance, Capital Markets, Strategy, Mergers, Investment Banking, Business Planning, Private Equity, Management, Data Analysis, Change Management, Team Leadership, Microsoft Office, Asset Managment
Education
Brigham Young University 1996 — 1998
BA, Economics
Bank of America June 2013 - Present
Bank of America June 2012 - August 2012
E*TRADE May 2008 - August 2011
Skills
Financial Analysis, Finance, Financial Services, Process Improvement, Financial Modeling, Banking, Risk Management, Strategy, Access, Business Strategy, Analysis
Education
Georgia Institute of Technology 2011 — 2013
MBA, Business Administration, Management and Operations, 3.5
Brigham Young University 2004 — 2007
BS, Business Management
Portable X-ray & Ultrasound September 1994 - Present
Bank of America August 1985 - September 1994
Education
Brigham Young University 1978 — 1985
Pacific Ethanol September 2008 - Present
E*TRADE Financial February 2002 - August 2008
BP May 1998 - January 2001
Credit Suisse First Boston February 1992 - May 1998
Sumitomo Mitsui Banking Corporation August 1989 - February 1992
Bank of America June 1987 - July 1989
Skills
Financial Analysis, Mergers, Due Diligence, Risk Management, Project Finance, Venture Capital, Accounting, Executive Management, Mergers & Acquisitions, Finance, Strategic Planning, Managerial Finance, Budgets, Financial Reporting, Financial Modeling, Cash Management, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Valuation, Start-ups, Investments, Corporate Finance, Business Planning
Education
Brigham Young University 1983 — 1987
Bachelor of Business Administration (BBA)
Philpott Bills Stoll & Meeks, LLP 2010 - Present
Private Practice 2009 - 2010
Bank of America 2007 - 2009
Countrywide Financial Corporation 2005 - 2007
Skills
Financial Analysis, Cash Management, Financial Reporting
Education
Brigham Young University
Bank of America September 2009 - Present
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2002 - 2007
Experian Marketing Services July 1997 - June 2002
Skills
Credit Cards, SAS, Risk Management, Financial Analysis, Business Analysis, Debit Cards, Segmentation, Banking, Analytics, Customer Acquisition, Retail Banking, Credit, Process Improvement, Product Management
Education
Brigham Young University 1991 — 1993
MBA
Brigham Young University 1988 — 1991
BA, English
California Republic Bank December 2007 - Present
Western Financial Bank/Wachovia March 1999 - March 2007
Bank of America September 1989 - August 1999
American Express January 1987 - March 1989
Burroughs/Unisys October 1984 - December 1986
Skills
Commercial Banking, Loans, Credit, Due Diligence, Asset Based Lending, Investments, Commercial Lending, Financial Analysis, Valuation, Banking, Underwriting, Real Estate, Real Estate Economics, Portfolio Management, Strategic Planning, Credit Analysis, Financial Modeling, Mortgage Lending, Financial Structuring, Commercial Mortgages, Corporate Finance
Education
Brigham Young University 1979 — 1984
BS, Finance
Bank of America October 2012 - Present
Bank of America August 2009 - October 2012
Bank of America January 2008 - August 2009
Bank of America August 2005 - December 2007
Bank of America August 1999 - August 2005
Bank of America November 1988 - July 1999
Skills
Retail Banking, Partner Relationship..., Governance, Banking, Change Management, Organizational Change, Risk Mitigation, Business Transformation, Project Portfolio..., Consolidation, Six Sigma, Customer Relations, Partner Relations, Risk Management, Management, Process Improvement, Partner Management, Customer Service, Leadership, Strategy, Program Management, Performance Management, Business Strategy
Education
Brigham Young University
Academy Mortgage Corporation September 2014 - Present
SWBC Mortgage July 2013 - August 2014
Academy Mortgage Corporation September 2010 - June 2013
Bank of America July 2008 - July 2010
Countrywide Home Loans June 2004 - June 2008
CTX Mortgage 1994 - 2004
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loan Origination, FHA, Leadership, Commercial Lending, USDA, Underwriting, Loans, Real Estate Financing, Credit, Banking, Real Estate, Credit Analysis, Consumer Lending, Refinance, FHA financing, Mortgage Underwriting, VA loans, Construction Loans, Government Loans, Loss Mitigation, Reverse Mortgages, VA Loans
Education
Brigham Young University 1978 — 1983
B.S. Business, Finance
Aetna 2015 - Present
Centene Corporation 2013 - 2014
Anthem 2009 - 2013
Bank of America 2001 - 2009
BJC 2000 - 2001
Washington University School of Medicine March 1997 - March 2000
Skills
Statistical Data..., Data Modeling, Data Mining, Quantitative Analytics, Data Visualization, Database Marketing, Data Mapping, Conceptual Modeling, Analysis Reports, Summary Reports, Quantitative Research, Data Analysis, Health Insurance, Business Analytics, Linear Regression, Statistics, Analytics, R, Marketing Analytics, Data Warehousing, SAS, SAS programming, Predictive Modeling, Segmentation
Education
Brigham Young University 1991 — 1997
Doctor of Philosophy (Ph.D.), Sociology & Applied Statistics, 3.7
Sodexo March 2013 - Present
Sodexo February 2011 - Present
ARAMARK December 2009 - February 2011
Bank of America June 2008 - December 2009
Skills
Operations Management, Budgets, Team Building, Customer Service, Facilities Management, Process Improvement, Contract Management, Management, Employee Relations, Training, Inventory Management, Contract Negotiation, Leadership
Education
Brigham Young University
BS, Business Management, Finance
Comerica Bank 2015 - Present
MetLife June 2007 - April 2015
Wells Fargo 1999 - 2007
Sanwa Bank 1995 - 1999
Bank of America 1993 - 1995
Skills
Valuation, Due Diligence, Restructuring, Investment Banking, Real Estate, Research, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Financial Modeling, Risk Management, Agribusiness, Credit Analysis, Loans, Asset Management, Management, Corporate Finance, Finance, Banking, Credit, Commercial Lending, Commercial Banking, Underwriting
Education
Brigham Young University 1984 — 1986
BS, Business Management
Brigham Young University - Idaho 1980 — 1984
Associate's degree, Political Science and Government
Bank of America September 2013 - Present
Bank of America June 2013 - September 2013
Bank of America August 2011 - June 2013
Bank of America June 2006 - August 2011
Bank of America May 2005 - August 2005
Bank of America May 2004 - August 2004
Skills
Python, Java, J2EE Application..., HTML, JavaScript, CSS, Agile & Waterfall..., SDLC, User Interface Design, Test Driven Development, Relational Data Modeling, Semantic Web, Message Oriented..., Unix, Linux, System Architecture, Team Leadership
Education
Brigham Young University 1999 — 2006
BS, Computer Science
Bank of America April 2009 - Present
Bank of America December 2007 - April 2009
Bank of America November 2006 - December 2007
Bank of America May 2005 - November 2006
Charles River Associates July 2000 - July 2003
Skills
SAS, SQL, Teradata
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Analytical Marketing
Brigham Young University 1996 — 2000
BA, Economics
Bank of America March 2010 - Present
Omega Muffins January 2007 - December 2010
ReMax Olson 2005 - 2008
Barrett and Associates 1997 - 2002
Organized By Design 1991 - 1998
Education
Brigham Young University
BA, English, French
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
Washington Federal May 2014 - Present
Bank of America September 2009 - May 2014
Foxworth-Galbraith Lumber Company November 2002 - November 2008
Skills
Credit, Retail Banking, Cash Management, Commercial Lending, Credit Cards, Cross Selling, Financial Modeling, Financial Risk, Investment Banking, Portfolio Management, Relationship Management, Small Business Lending
Education
Brigham Young University
Bachelor of Science (BS), Finance, General
Blood Systems Inc. May 2012 - March 2013
American Express June 2010 - November 2011
Bank of America March 2006 - April 2010
Toyota Financial Services October 1998 - November 2005
Skills
E-Learning, Instructor-led Training, Learning Management, Instructional Design, Captivate, Blended Learning, ADDIE, Needs Analysis, Articulate Suite, Lectora, Performance Consulting, Learning Management..., Project Management, Training
Education
Brigham Young University 1994 — 1998
Bachelor of Arts (BA), Organizational Behavior Studies
Bank of America April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America November 2012 - July 2014
Bank of America October 2011 - November 2012
Bank of America August 2011 - October 2011
Atlanta Public Schools August 2009 - August 2011
Guaranty Bank FSB December 2007 - August 2009
Guaranty Bank FSB August 2007 - December 2007
Skills
Leadership, Staff Development, Team Leadership, Team Building, Business Analysis, Management, Training, Strategic Planning, Banking, Coaching, Customer Service, Spanish, Sales Operations, Credit, Microsoft Office, Sales Management, Policy, Sales, Investments, Financial Analysis, Non-profits, Operations Management, Cross-functional Team..., Customer Satisfaction
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Management, Marketing, 3.91 GPA
Brigham Young University 2001 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies (Philosophy Minor), 3.8 GPA
AT&T September 2011 - Present
AT&T November 2006 - September 2011
Bank of America 2001 - 2004
Novell 1998 - 2001
Utah Community Credit Union 1996 - 1998
Skills
LDAP, Solaris, Unix Shell Scripting, Unix, Performance Tuning, System Administration, Shell Scripting, System Deployment, Enterprise Architecture, Disaster Recovery, High Availability, TCP/IP
Education
BYU
Brigham Young University
Nevada First Bank/Bank of Nevada March 2002 - October 2009
Bank of America June 1995 - March 2002
Dain Bosworth Public Finance January 1994 - December 1994
Wallace Associates August 1992 - August 1993
Ruffco - Merrill Lynch - Shearson Lehman 1986 - 1992
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Negotiation, Banking, Investments, Real Estate, Commercial Banking, Commercial Lending, Financial Analysis, Underwriting, Loan Structuring, Real Estate Finance, Due Diligence, Finance, Relationship Management, Small Business Lending, Asset Management, Financial Modeling, Commercial Real Estate, Management, Risk Management, Financial Services
Education
University of Utah - David Eccles School of Business 1992 — 1993
MBA, Finance
Brigham Young University 1979 — 1983
Bachelor's Degree, Finance
Wells Fargo Home Mortgage December 2009 - Present
Bank of America May 2003 - December 2009
HomeState Mortgage August 2000 - May 2003
Skills
Jack of All Trades, Government Loans, Non-Conforming, Conforming, FHA financing, VA loans, First Time Home Buyers, Sellers, Investment Properties, Finance, Mortgage Lending, REO, Foreclosures, Referrals, VA Loans, Condos, Real Estate
Education
Brigham Young University 1985 — 1987
Master of Science, Agribusiness Management
Utah State University 1982 — 1984
Bachelor of Science, Agribusiness Education
Banc of California November 2014 - Present
Popular Community Bank April 2013 - November 2014
PricewaterhouseCoopers June 2004 - October 2010
Bank of America January 1993 - May 2003
Skills
Banking, Customer Service, Event Management, Outlook, Financial Reporting, Administrative..., Microsoft Word, Analysis, Accounting, Training, Project Management, Calendaring, Microsoft Office, Event Planning, Microsoft Excel, Management, Team Building, PowerPoint, Leadership
Education
Brigham Young University
Alameda County December 2000 - Present
Bank of America 1984 - 1988
Skills
Government, Oracle E-Business Suite, Program Management, Policy, Software Documentation, Business Analysis, Business Process..., Analysis, Change Management, Project Planning, Training, Project Management, Business Process, Data Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Visio
Education
Brigham Young University 1981 — 1989
BA, International Relations
Bank of America February 2013 - July 2014
Anthem - Blue Cross Blue Shield February 2012 - February 2013
Capital One Bank 2010 - December 2011
Skills
VSAM, JCL, COBOL, Fileaid, Endevor, DB2, IMS DB/DC, QMF, SPUFI, Easytrieve, TSO, DB2/SQL, SDSF, IBM Utilities, Xpediter, REXX, FTP, Quality Center, SQL, IBM Mainframe, CICS, SAS, Business Requirements, Requirements Analysis, HP Quality Center, Quality Assurance, Visio, SDLC, Process Improvement
Education
Brigham Young University 1969 — 1973
Bachelor of Science (BS), Computer Science and Accounting, 3.0
PSC-Preferred Services Corporation August 1987 - Present
American Red Cross January 1983 - December 1987
Alpha Therapeutic Corp January 1981 - December 1983
Divison of Bristol Meyers - Unitek Corporation January 1979 - December 1981
Baxter Hearthcare Corp - Hyland Therapeutics Division January 1969 - December 1979
Upjohn Pharmaceutical Company January 1966 - December 1969
Bank of America January 1965 - December 1966
Skills
Marketing, Forecasting, Sales, Time Management, Manufacturing, Loans, Estate Planning, Hospitals, International..., Trusts, Strategic Planning, Marketing Strategy
Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Glendale Community College
Associate of Arts and Sciences (A.A.S.), Pre-Dental
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Summit Leasing, Inc. September 1990 - Present
Bank of America September 1979 - September 1990
Education
BYU 1976 — 1979
Bachelor of Science (B.S.), Agricultural Economics
Brigham Young University 2009 - 2013
Taconic May 2010 - August 2010
Bank of America April 2009 - August 2009
Skills
Higher Education, Library, Community Outreach, Research, Editing, Blogging, History, Social Media
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Psychology