BofA Global Capital Management
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BofA Global Capital Management Employees
BofA Global Capital Management April 2015 - Present
Standard & Poor's June 2002 - March 2015
Legal Services for New York City June 2000 - June 2002
New York City Council 1996 - 2000
Skills
Credit Analysis, Bonds, Credit, Public Finance, Fixed Income, Analysis, Municipal Bonds, Credit Risk, Capital Markets, Mutual Funds, Ratings, Structured Finance, Securitization, Portfolio Management, Debt, Municipal, Municipalities, Coaching, Finance, Financial Modeling, Financial Analysis, Management, Bloomberg
Education
New School University 1994 — 1996
MS, Policy Analysis and Management
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (BS), Sociology/Psychology
BofA Global Capital Management 2008 - Present
State Street 2001 - 2008
Fleet Bank 1998 - 2001
Fitch Ratings 1996 - 1998
Skills
ABS, Fixed Income, Credit Analysis, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Bonds, Mutual Funds, Trading, Investments, Structured Products, Securitization, CMBS, Alternative Investments, Credit, Valuation, Risk Management, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
Bentley University 1991 — 1995
BS, Finance
Catalyst, a WPP Agency January 2015 - Present
Hamilton College August 2011 - May 2014
Hamilton Sports Medicine September 2010 - May 2014
NutraClick January 2013 - August 2013
BofA Global Capital Management June 2012 - August 2012
Tufts Sackler School of Graduate Biomedical Sciences June 2011 - August 2011
Skills
Research, Public Speaking, Social Media Marketing, Teaching, Management, Community Outreach, Marketing, Editing, Social Media, Facebook, Fundraising, Event Planning
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Communications and Biology
BofA Global Capital Management June 2010 - Present
BofA Global Capital Management 2008 - 2010
Putnam Investments 2002 - 2008
Putnam Investments 1997 - 2002
Putnam Investments 1995 - 1997
Travelers Insurance 1990 - 1995
KPMG Peat Marwick 1984 - 1988
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Money Market, Trading Systems, Asset Allocation, High Yield, Valuation, Banking, Bonds, Investments, Investment Strategies, Financial Risk, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Connecticut 1980 — 1984
BS, Accounting
Foundation For The Carolinas January 2014 - Present
BofA Global Capital Management February 2007 - January 2014
Deloitte Tax, LLP 2002 - 2006
Arthur Andersen, LLP 1999 - 2002
Skills
Series 7, Series 63, Client Service, Banking, Wealth Management, Financial Services, Client Services, Fixed Income, Leadership, Equities, Nonprofits, Securities, Risk Management
Education
Central Michigan University 1991 — 1996
Bachelor of Science
seeking new opportunities Operator TraineeSuffolk Transportation Svc IncApril 2015 - Present
Bank of America July 2013 - May 2014
BofA Global Capital Management July 2008 - September 2011
Bank of America, Columbia Management Group July 2008 - September 2011
United States Trust Company November 2006 - July 2008
United States Trust Company August 2001 - July 2008
Lewco Securities Corporation April 1997 - August 2001
H.G Wellington & Co. February 1994 - April 1997
Bank of America September 1992 - February 1994
Kidder Peabody August 1986 - September 1992
Skills
Back Office, FX, Mutual Funds, Securities, Reconciliation, Fixed Income, Bloomberg, Asset Management, Equities, Derivatives, Series 7, Process Improvement, Middle Office, Settlements, Mergers, Operations Management, Swaps, Word, Compliance, Settlement, Account Reconciliation, Mergers & Acquisitions, Bonds, Finance, Risk Management, Series 63, Securities Lending, Analysis, Banking, FX Options
Education
Saint Francis Preparatory High School 1972 — 1976
Diploma
Gaston College
Fundamentals of Project Management
State Street Global Advisors November 2013 - Present
State Street Global Advisors June 2013 - November 2013
BofA Global Capital Management September 2010 - May 2013
AARP Financial July 2008 - September 2010
State Street 2007 - 2008
IBT 1998 - 2007
KPMG Audit 1996 - 1998
Skills
Compliance, Series 6, Mutual Funds, Series 63, Series 65, Financial Reporting, Regulatory Reporting
Education
Merrimack College 1991 — 1995
BS in Business Administration, Accounting
Austin Prep 1987 — 1991
BofA Global Capital Management June 2000 - Present
Skills
Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Trading, Municipal Bonds, Money Market, Derivatives
Education
Bryant University
Bachelor’s Degree, Finance, General
BofA Global Capital Management June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America September 2009 - June 2011
Bank of America January 2006 - September 2009
Bank of America February 2004 - January 2006
John A. Levin & Co., Inc. March 1996 - February 2004
John A. Levin & Co. September 1992 - March 1996
Gabelli Asset Management June 1990 - September 1992
Skills
Investment Management..., Change Management, Wrap Operations, Securities, Investment Management, WRAP
Education
Fairfield University 1986 — 1990
Bachelor of Arts (BA), Economics
BofA Global Capital Management May 2010 - Present
Columbia Management September 2008 - August 2010
Columbia Management September 2007 - August 2008
Bank of America, Global Wealth & Investment Management 2006 - 2007
Education
University of Southern California 2001 — 2005
University of Southern California - Marshall School of Business 2001 — 2005
BofA Global Capital Management June 2000 - Present
Skills
Bloomberg, Fixed Income, Securities
Education
Brandeis International Business School 2006 — 2008
MSF, International Investments
Bryant University 1995 — 1998
BS/BA, Finance/Economics
BofA Global Capital Management October 2012 - Present
XOS Digital May 2012 - October 2012
Fidelity Investments 2010 - 2012
Fidelity Investments 2005 - October 2010
WellPoint 1997 - 2005
Compuware 1996 - 1999
Bharat Electronics (Software Exports Division) October 1991 - January 1994
Skills
Websphere, C#, Java Enterprise Edition, .NET, Application Development, OOAD, ClearCase, ClearQuest, Spring, Struts, Web Services, Agile, UML, XML, Relational Databases, Waterfall, Java, AJAX, Server Architecture, SQL Server, SQL, SDLC, Unix, JavaScript, C++, Software Development, Web Applications, Solution Architecture, ASP.NET, COM, RUP, SOAP, JDBC, SOA, Rational Rose, Design Patterns, JSP, Eclipse, Scrum, Visual Studio, XSLT, RAD, Oracle SQL, WebSphere Application..., Object Oriented Design, iBatis, Application Architecture, Agile Methodologies, Technical Leadership, Architecture
Education
University of Cincinnati 1994 — 1996
M.S, Computer Science
Bangalore University 1986 — 1990
B.E, Computer Science
Build America Mutual October 2012 - Present
BofA Global Capital Management July 2010 - October 2012
State Street Global Advisors (SSgA) March 2008 - July 2010
State Street May 2006 - March 2008
Education
Suffolk University - Sawyer Business School 2008 — 2009
MBA, Finance & Accounting
Iona College 2002 — 2006
BBA, Finance
BofA Global Capital Management April 2010 - Present
Columbia Management July 2008 - April 2010
Bank of America April 2006 - July 2008
WPA, Inc. September 2000 - January 2006
Xerox Corporation June 1999 - August 2000
Skills
Strategy, Mergers & Acquisitions, Investments, Finance, Private Equity, Business Strategy, Business Development, Banking, Asset Management, Management Consulting, Management, Product Management
Education
Rochester Institute of Technology 1998 — 2000
MBA, Finance
Shri Ram College of Commerce 1995 — 1998
BCom, Accounting, Economics
Don Bosco School
High School, Commerce
BofA Global Capital Management May 2010 - Present
Columbia Management July 2005 - May 2010
Banc of America Capital Management January 2001 - July 2005
Stephens, Inc./Nations Funds September 1995 - January 2001
Skills
Series 7, Fixed Income, Mutual Funds, Asset Management, Series 63, Asset Allocation, Financial Services, Risk Management, Securities
Education
The Ohio State University 1990 — 1993
BSBA, Economics
Boston Private July 2015 - Present
Boston Private Bank January 2015 - July 2015
Boston Private Bank December 2012 - January 2015
BofA Global Capital Management August 2010 - December 2012
U.S. Trust, Bank of America Private Wealth Management August 2006 - August 2010
Skills
Banking, Fixed Income, Portfolio Management, Equities, Capital Markets, Risk Management, Securities, Asset Management, Mutual Funds, Investments, Bloomberg, Series 7, Asset Managment, Financial Risk, AML, Financial Services, Hedge Funds
Education
New England Law Boston 2002 — 2005
JD, Law
Pepperdine University 1997 — 2002
Bachelor of Arts (BA), International Relations
McGladrey May 2011 - Present
BofA Global Capital Management October 2006 - 2010
Momentum Worldwide, Interpublic Group April 2004 - April 2006
Bank of America August 2001 - April 2004
Skills
Strategy, Proposal Writing, Management, Leadership, Event Planning, RFP, Marketing Communications, Strategic Planning, Project Management, Marketing, Marketing Strategy, Business Development
Education
University of Oregon 1987 — 1992
BA, International/Global Studies
BofA Global Capital Management March 2010 - Present
Columbia Management August 2006 - June 2010
Skills
Fixed Income, Mutual Funds, Asset Management, Securities, Risk Management
Education
Suffolk University 1989 — 1992
BS, Accounting
Abington High School
Abington Schools
Abington Schools
Citizens Financial Group, Inc. 2014 - 2015
BofA Global Capital Management May 2010 - July 2012
Bank of America / Columbia Management April 2004 - June 2011
FleetBoston Financial February 2001 - April 2004
Wolf & Company, P.C. September 1999 - January 2001
Robert M. Currey & Associates August 1997 - August 1999
Skills
Capital Markets, Auditing, Corporate Governance, Derivatives, Finance, Treasury Management, Financial Analysis, Risk Management, Banking, Treasury, Financial Modeling
Education
Stonehill College 1993 — 1997
BSBA, Accounting
BofA Global Capital Management August 2008 - Present
Skills
Fixed Income, Bloomberg, Trading, Bonds, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Derivatives, Financial Services, Finance, Financial Analysis
Education
University of Massachusetts Dartmouth 1995 — 2000
BofA Global Capital Management May 2010 - Present
BofA Global Capital Management May 2010 - Present
Columbia Management February 2006 - April 2010
Columbia Management September 2002 - April 2010
PwC Consulting 1999 - 2002
Investors Bank & Trust 1993 - 1999
Skills
Asset Managment, Mutual Funds, Process Improvement, Accounting, Mergers, Fund Accounting, Management, Financial Services, Fixed Income, Project Management, Investments, Bloomberg, Six Sigma, Asset Management, Mergers & Acquisitions, Leadership, Portfolio Management, Finance
Education
University of Massachusetts Boston
BS, Finance / Marketing
University of Massachusetts, Amherst
BofA Global Capital Management November 2003 - Present
Fidelity Investments September 1992 - October 2003
Kidder Peabody November 1984 - September 1991
Skills
Fixed Income, Asset Management, Investments, Mutual Funds, Series 7, Banking, Financial Services, Wealth Management
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Arts (BA), Economics
BofA Global Capital Management April 2010 - Present
Putnam Investments January 2003 - December 2009
Putnam Investments February 1981 - December 2009
PUTNAM TAX EXEMPT BOND GROUP January 1991 - January 2003
PUTNAM DERIVATIVE AND OPTION EQUITY GROUP January 1982 - January 1988
PUTNAM ADVISORY ACCOUNTING January 1981 - January 1982
KEYSTONE FUNDS January 1980 - January 1981
Education
Bentley University 1977 — 1980
Bachelor's, Marketing Mgmt, with Assocs in Accounting
BENTLEY COLLEGE
Bachelors; Associates Degree, Marketing Management; Accounting
BofA Global Capital Management 2011 - Present
Skills
Bonds, Fixed Income, Mutual Funds, Bloomberg, Credit Analysis, Portfolio Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, High Yield, Valuation, Trading, Asset Managment, Risk Management, Structured Finance, Credit, Securities, Derivatives, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Boston College
BofA Global Capital Management February 2011 - Present
Boston Financial Data Services January 2005 - February 2011
Skills
Fixed Income, Risk Management, Banking
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Biology, General