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
Employee
Years
Job
Industry
Jake Metz Jake Metz's Bank of America Experience September 2002 - Present
Job Member Services Representative at Redwood Credit Union
Industry Banking
Experience
Redwood Credit Union June 2015 - Present
Odd Man Out January 2011 - Present
Bank of America September 2002 - Present
Walker's Office Supplies August 2001 - June 2002
Antijen June 1999 - May 2002
SPD Markets June 1998 - May 2001
Skills
Sales, Customer Service, Music, Relationship Building, Guitar Playing, Guitar Design, Craft Beer, Brewing, Performing Arts, Lead Guitar, Guitar Repair, Rhythm Guitar, Marketing, Finance, Customer Satisfaction
Education
California State University-Chico 2004 — 2007
Bachelor of Arts (B.A.), Music
Santa Rosa Junior College 2002 — 2003
Redwood Credit Union June 2015 - Present
Odd Man Out January 2011 - Present
Bank of America September 2002 - Present
Walker's Office Supplies August 2001 - June 2002
Antijen June 1999 - May 2002
SPD Markets June 1998 - May 2001
Skills
Sales, Customer Service, Music, Relationship Building, Guitar Playing, Guitar Design, Craft Beer, Brewing, Performing Arts, Lead Guitar, Guitar Repair, Rhythm Guitar, Marketing, Finance, Customer Satisfaction
Education
California State University-Chico 2004 — 2007
Bachelor of Arts (B.A.), Music
Santa Rosa Junior College 2002 — 2003
CAROLYN SPENCER-DRAYTON CAROLYN SPENCER-DRAYTON's Bank of America Experience February 1986 - January 2006
Job Owner, Appraiser at Premier Valuation Service
Industry Real Estate
Experience
Premier Valuation Service January 2014 - Present
Landsafe (Bank of America) February 2010 - December 2013
PREMIER VALUATION SERVICE January 2006 - January 2010
BANK OF AMERICA February 1986 - January 2006
Skills
Property inspection,..., Real Estate, Appraisals, Investment Properties, Real Estate Transactions, Residential Homes, Relocation, Property Management, Leases, Referrals, Valuation, Short Sales, Mortgage Lending, Real Estate Economics, REO, Foreclosures, Property
Education
California State University-Chico 1980 — 1985
Business Administration and Management, General
Premier Valuation Service January 2014 - Present
Landsafe (Bank of America) February 2010 - December 2013
PREMIER VALUATION SERVICE January 2006 - January 2010
BANK OF AMERICA February 1986 - January 2006
Skills
Property inspection,..., Real Estate, Appraisals, Investment Properties, Real Estate Transactions, Residential Homes, Relocation, Property Management, Leases, Referrals, Valuation, Short Sales, Mortgage Lending, Real Estate Economics, REO, Foreclosures, Property
Education
California State University-Chico 1980 — 1985
Business Administration and Management, General
Ashkan Ghanizadeh Ashkan Ghanizadeh's Bank of America Experience June 1996 - September 2006
Job Financial Planner at Marin Capital
Industry Financial Services
Experience
Marin Capital Partners May 2007 - Present
New York Life Insurance Company July 2011 - May 2012
Sonoma National Bank September 2006 - June 2007
Bank of America June 1996 - September 2006
Skills
Commercial Banking, Banking, Commercial Real Estate, Asset Management, Series 7, Financial Advisory, Commercial Mortgages, Investments, Securities, Sales, Variable Annuities, Term Life Insurance, Lines Of Credit, Personal Financial..., Life Insurance, Sales Management, Finance, Customer Service
Education
CSU Chico 1997 — 2000
College of Marin 1994 — 1996
Marin Capital Partners May 2007 - Present
New York Life Insurance Company July 2011 - May 2012
Sonoma National Bank September 2006 - June 2007
Bank of America June 1996 - September 2006
Skills
Commercial Banking, Banking, Commercial Real Estate, Asset Management, Series 7, Financial Advisory, Commercial Mortgages, Investments, Securities, Sales, Variable Annuities, Term Life Insurance, Lines Of Credit, Personal Financial..., Life Insurance, Sales Management, Finance, Customer Service
Education
CSU Chico 1997 — 2000
College of Marin 1994 — 1996
Kyla Spencer Kyla Spencer's Bank of America Experience March 2010 - June 2013
Job Field Sales Consultant at Henry Schein Dental
Industry Medical Devices
Experience
Henry Schein July 2015 - Present
PepsiCo July 2013 - July 2015
Bank of America March 2010 - June 2013
California State University, Chico September 2012 - December 2012
Skills
Banking, Retail Banking, Sales, Cross Selling, Customer Service, Cash Management, Relationship Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, MS Project, Time Management, Leadership, Management
Education
California State University-Chico 2008 — 2013
Bachelor of Science (BS), Marketing
Henry Schein July 2015 - Present
PepsiCo July 2013 - July 2015
Bank of America March 2010 - June 2013
California State University, Chico September 2012 - December 2012
Skills
Banking, Retail Banking, Sales, Cross Selling, Customer Service, Cash Management, Relationship Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, MS Project, Time Management, Leadership, Management
Education
California State University-Chico 2008 — 2013
Bachelor of Science (BS), Marketing
Chris Hitchko Chris Hitchko's Bank of America Experience August 2007 - June 2009
Job Owner at ToneUp
Industry Health, Wellness and Fitness
Experience
The National Personal Training Institute March 2010 - Present
STACK Media June 2012 - Present
ShowUp Fitness October 2011 - Present
ToneUp (It's an App) January 2013 - December 2014
The Vulgar Truth Diet: Fat Loss January 2012 - December 2012
Renaissance Club Sport October 2006 - July 2009
Bank of America August 2007 - June 2009
Bladium Sports Club September 2006 - July 2007
Skills
Relationship Development, Entrepreneurship, Wellness
Education
California State University-Chico 2001 — 2006
BS, Kinesiology
The University of Connecticut 2003 — 2004
BS, Kinesiology
NPTI
The National Personal Training Institute March 2010 - Present
STACK Media June 2012 - Present
ShowUp Fitness October 2011 - Present
ToneUp (It's an App) January 2013 - December 2014
The Vulgar Truth Diet: Fat Loss January 2012 - December 2012
Renaissance Club Sport October 2006 - July 2009
Bank of America August 2007 - June 2009
Bladium Sports Club September 2006 - July 2007
Skills
Relationship Development, Entrepreneurship, Wellness
Education
California State University-Chico 2001 — 2006
BS, Kinesiology
The University of Connecticut 2003 — 2004
BS, Kinesiology
NPTI
Diane (Knorr) Wismer's Bank of America Experience September 1992 - August 1994
Job Chief Operating Officer
Industry Nonprofit Organization Management
Experience
Girl Scouts Heart of Central California July 2011 - Present
Wonder, Inc. July 2002 - March 2008
E*TRADE Financial Corporation February 2001 - February 2002
E*TRADE Access February 2000 - February 2001
Lake Oswego School District February 1995 - April 1998
Bank of America September 1992 - August 1994
Skills
Leadership, Management, Organizational..., Conflict Resolution, Employee Relations, Performance Management, Facilitation, Training, Fundraising, Employee Opinion Surveys, Strategic Planning, Change Management, Leadership Development, Coaching, Public Speaking, Nonprofits, Team Building, Event Planning, Strategy, Executive Coaching, Program Management, Community Development, Workshop Facilitation
Education
California State University-Chico 1990 — 1992
Master of Arts (M.A.), Social Sciences
California State University-Chico 1984 — 1987
Bachelor's Degree, Communications -- Public Relations
University of Colorado Boulder 1983 — 1984
Communication, Journalism, and Related Programs
Girl Scouts Heart of Central California July 2011 - Present
Wonder, Inc. July 2002 - March 2008
E*TRADE Financial Corporation February 2001 - February 2002
E*TRADE Access February 2000 - February 2001
Lake Oswego School District February 1995 - April 1998
Bank of America September 1992 - August 1994
Skills
Leadership, Management, Organizational..., Conflict Resolution, Employee Relations, Performance Management, Facilitation, Training, Fundraising, Employee Opinion Surveys, Strategic Planning, Change Management, Leadership Development, Coaching, Public Speaking, Nonprofits, Team Building, Event Planning, Strategy, Executive Coaching, Program Management, Community Development, Workshop Facilitation
Education
California State University-Chico 1990 — 1992
Master of Arts (M.A.), Social Sciences
California State University-Chico 1984 — 1987
Bachelor's Degree, Communications -- Public Relations
University of Colorado Boulder 1983 — 1984
Communication, Journalism, and Related Programs
Ellen Politz Ellen Politz's Bank of America Experience January 1995 - June 1997
Job Realtor Senior Sales Associate at Terra Firma Global Partners
Industry Real Estate
Experience
Terra Firma Global Partners December 2011 - Present
Frank Howard Allen - The Wine Country Group March 2009 - December 2011
Northern CA Realty Solutions November 2007 - December 2011
Bank of America January 1995 - June 1997
Skills
Sellers, Single Family Homes, Real Estate, Short Sales, Investment Properties, REO, Residential Homes, Negotiation, First Time Home Buyers, Real Estate Transactions, Buyer Representation, Buyers, Sales, Selling, Foreclosures, Property, Mortgage Lending, Investors, Referrals, Relocation
Education
California State University-Chico 1983 — 1987
BA, Psychology, And Finance - Minor
Goldern Gate University
Masters in Business, Busienss Finance
Terra Firma Global Partners December 2011 - Present
Frank Howard Allen - The Wine Country Group March 2009 - December 2011
Northern CA Realty Solutions November 2007 - December 2011
Bank of America January 1995 - June 1997
Skills
Sellers, Single Family Homes, Real Estate, Short Sales, Investment Properties, REO, Residential Homes, Negotiation, First Time Home Buyers, Real Estate Transactions, Buyer Representation, Buyers, Sales, Selling, Foreclosures, Property, Mortgage Lending, Investors, Referrals, Relocation
Education
California State University-Chico 1983 — 1987
BA, Psychology, And Finance - Minor
Goldern Gate University
Masters in Business, Busienss Finance
Eric Pozar's Bank of America Experience August 2000 - July 2004
Job Owner / Administrator at Lee's Town Home
Industry Hospital & Health Care
Experience
Lee's Town Home January 2014 - Present
Lee's Town Home January 2014 - Present
McCarthy Building Companies, Inc. June 2011 - December 2013
Bovis Lend Lease June 2008 - June 2011
Barry Fischer Properties, LLC. April 2005 - June 2006
Bank of America August 2000 - July 2004
Skills
Construction Management, Construction, Process Scheduler, Contract Management, Project Estimation, Contractors, Value Engineering, Change Orders, Pre-construction, CPM Scheduling, MS Project, Project Planning, LEED, Subcontracting, AutoCAD, Cost Management, Constructability, Coordination, Inspection, Construction Safety, Revit, Concrete, BIM, Design-Build, Submittals
Education
California State University-Chico 2006 — 2008
Bachelor of Science, Construction Management
Mt. Whitney High School 1995 — 1999
Diploma, High School
Lee's Town Home January 2014 - Present
Lee's Town Home January 2014 - Present
McCarthy Building Companies, Inc. June 2011 - December 2013
Bovis Lend Lease June 2008 - June 2011
Barry Fischer Properties, LLC. April 2005 - June 2006
Bank of America August 2000 - July 2004
Skills
Construction Management, Construction, Process Scheduler, Contract Management, Project Estimation, Contractors, Value Engineering, Change Orders, Pre-construction, CPM Scheduling, MS Project, Project Planning, LEED, Subcontracting, AutoCAD, Cost Management, Constructability, Coordination, Inspection, Construction Safety, Revit, Concrete, BIM, Design-Build, Submittals
Education
California State University-Chico 2006 — 2008
Bachelor of Science, Construction Management
Mt. Whitney High School 1995 — 1999
Diploma, High School
Matthew N. Ellis Matthew N. Ellis's Bank of America Experience 2008 - 2011
Job Sales Production Manager at New Penn Financial, LLC | NMLS # 633510 | Email: mellis@newpennfinancial.com
Industry Real Estate
Experience
NEW PENN FINANCIAL, LLC. July 2012 - Present
INNOVATIVE GOVERNMENT 2011 - 2012
TERANOMIC 2011 - 2012
BANK OF AMERICA 2008 - 2011
ANCHOR FINANCIAL 2005 - 2008
Skills
Technical Recruiting, New Business Development, Strategic Sourcing, Full-cycle Recruiting, Software Sales, Software Training, RFP, RFO, LinkedIn, Salesforce.com, Negotiating Contracts, Taleo, CRM, Applicant Tracking..., Hands-on Training, Mortgage Lending, Mortgage Underwriting, Sales, Lead Generation, Portfolio Management, Sourcing, Software Industry, Business Analysis, Internet Recruiting, Contract Negotiation, SDLC, Talent Acquisition, Leadership, Process Improvement, Program Management, Business Development, Loans, Management, Finance, Financial Services, Cold Calling, Recruiting, Consulting, Screening Resumes, Training, FHA, Account Management, College Recruiting, Staffing Services, Banking, Relationship Management
Education
California State University-Chico 2000 — 2005
Business Management, Business
NEW PENN FINANCIAL, LLC. July 2012 - Present
INNOVATIVE GOVERNMENT 2011 - 2012
TERANOMIC 2011 - 2012
BANK OF AMERICA 2008 - 2011
ANCHOR FINANCIAL 2005 - 2008
Skills
Technical Recruiting, New Business Development, Strategic Sourcing, Full-cycle Recruiting, Software Sales, Software Training, RFP, RFO, LinkedIn, Salesforce.com, Negotiating Contracts, Taleo, CRM, Applicant Tracking..., Hands-on Training, Mortgage Lending, Mortgage Underwriting, Sales, Lead Generation, Portfolio Management, Sourcing, Software Industry, Business Analysis, Internet Recruiting, Contract Negotiation, SDLC, Talent Acquisition, Leadership, Process Improvement, Program Management, Business Development, Loans, Management, Finance, Financial Services, Cold Calling, Recruiting, Consulting, Screening Resumes, Training, FHA, Account Management, College Recruiting, Staffing Services, Banking, Relationship Management
Education
California State University-Chico 2000 — 2005
Business Management, Business
Melanie Prchal Melanie Prchal's Bank of America Experience June 1997 - October 1997
Job Office Manager at Social Spice Media
Industry Marketing and Advertising
Experience
Samson Financial October 2014 - Present
Social Spice Media October 2014 - Present
Courtney Construction Creation June 2003 - June 2005
Davis Research March 1998 - December 2002
American savings bank October 1997 - March 1998
Bank of America June 1997 - October 1997
Wells Fargo June 1994 - January 1996
Skills
Microsoft Excel, Project Management, Market Research, Teamwork, Customer Service, Qualitative Research, Marketing Research, Customer Satisfaction, Social Media Marketing, Bookkeeping, Social Media, Microsoft Office, Outlook, Sales, Microsoft Word, Public Speaking
Education
California State University-Chico 1993 — 1997
Bachelor's degree, Sociology
Samson Financial October 2014 - Present
Social Spice Media October 2014 - Present
Courtney Construction Creation June 2003 - June 2005
Davis Research March 1998 - December 2002
American savings bank October 1997 - March 1998
Bank of America June 1997 - October 1997
Wells Fargo June 1994 - January 1996
Skills
Microsoft Excel, Project Management, Market Research, Teamwork, Customer Service, Qualitative Research, Marketing Research, Customer Satisfaction, Social Media Marketing, Bookkeeping, Social Media, Microsoft Office, Outlook, Sales, Microsoft Word, Public Speaking
Education
California State University-Chico 1993 — 1997
Bachelor's degree, Sociology
Brian Opperman Brian Opperman's Bank of America Experience 2002 - 2014
Job Trucks: Sales, Service & Parts
Industry Transportation/Trucking/Railroad
Experience
Opperman & Son Inc. March 2015 - Present
Bank of America 2002 - 2014
Skills
Customer Service, Sales Management, Relationship Building, Management, Scheduling, Sales, Finance, Banking, Leadership
Education
California State University-Chico 2006 — 2008
Accounting
Opperman & Son Inc. March 2015 - Present
Bank of America 2002 - 2014
Skills
Customer Service, Sales Management, Relationship Building, Management, Scheduling, Sales, Finance, Banking, Leadership
Education
California State University-Chico 2006 — 2008
Accounting
DJ Sadler DJ Sadler's Bank of America Experience June 2005 - September 2010
Job Account Executive at Hitachi Aloka Medical America| The Leader in Ultrasound Imaging
Industry Medical Devices
Experience
Hitachi Aloka Medical America April 2014 - Present
ANdAZ September 2010 - April 2014
Bank of America June 2005 - September 2010
Skills
Sales, Customer Service, Sales Process, Marketing, Management, Selling, Account Management, Sales Management, Customer Satisfaction, Leadership, Marketing Strategy, Trade Shows, Training, Cold Calling, Time Management, Small Business, Budgets, Recruiting, Business Development, Customer Experience, Marketing Communications, Strategic Planning, B2B, Sales Operations, Consultants, Brand Development, Organization, Team Leadership, Outlook, Sales Presentations, Loans, Market Research, Capital Equipment, Medical Ultrasound, Relationship Building, OB/GYN, Women's Health, Radiology
Education
California State University-Chico
Bachelor of Arts (B.A.), Kinesiology: Movement Studies
Hitachi Aloka Medical America April 2014 - Present
ANdAZ September 2010 - April 2014
Bank of America June 2005 - September 2010
Skills
Sales, Customer Service, Sales Process, Marketing, Management, Selling, Account Management, Sales Management, Customer Satisfaction, Leadership, Marketing Strategy, Trade Shows, Training, Cold Calling, Time Management, Small Business, Budgets, Recruiting, Business Development, Customer Experience, Marketing Communications, Strategic Planning, B2B, Sales Operations, Consultants, Brand Development, Organization, Team Leadership, Outlook, Sales Presentations, Loans, Market Research, Capital Equipment, Medical Ultrasound, Relationship Building, OB/GYN, Women's Health, Radiology
Education
California State University-Chico
Bachelor of Arts (B.A.), Kinesiology: Movement Studies
Lauren Smallwood Skousen's Bank of America Experience March 2005 - May 2007
Job Administrative Assistant in the Office of the Executive Vice President and Provost at Utah State University
Industry Higher Education
Experience
Utah State University February 2013 - Present
California State University, Chico August 2011 - February 2013
California State University, Chico June 2011 - August 2011
California State University, Chico September 2009 - July 2011
California State University, Chico November 2009 - December 2010
California State University, Chico 2009 - 2009
Bank of America March 2005 - May 2007
Skills
Event Planning, PeopleSoft, Outlook, Public Speaking, Social Networking, PeopleSoft Financial, Learning Management..., Cascade Server, Microsoft Publisher, Photoshop, Teamwork, Faculty Relations, Internet Native Banner, Prezi, Higher Education, Student Development, Customer Service, PowerPoint, Microsoft Office, Editing, Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Chico 2007 — 2011
BA, Religious Studies, History, Summa Cum Laude
Salinas High School
Salinas High School
Salinas High School
Utah State University February 2013 - Present
California State University, Chico August 2011 - February 2013
California State University, Chico June 2011 - August 2011
California State University, Chico September 2009 - July 2011
California State University, Chico November 2009 - December 2010
California State University, Chico 2009 - 2009
Bank of America March 2005 - May 2007
Skills
Event Planning, PeopleSoft, Outlook, Public Speaking, Social Networking, PeopleSoft Financial, Learning Management..., Cascade Server, Microsoft Publisher, Photoshop, Teamwork, Faculty Relations, Internet Native Banner, Prezi, Higher Education, Student Development, Customer Service, PowerPoint, Microsoft Office, Editing, Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Chico 2007 — 2011
BA, Religious Studies, History, Summa Cum Laude
Salinas High School
Salinas High School
Salinas High School
Bill Sitzenstatter Bill Sitzenstatter's Bank of America Experience January 1999 - Present
Job SVP Senior Technology Manager Bank of America
Industry Financial Services
Experience
Bank of America January 1999 - Present
Analysts International Corporation May 1998 - January 1999
Alternative Resources Corporation October 1997 - May 1998
Lyon and Associates December 1996 - June 1997
Self Employed August 1992 - December 1996
EDS Associaates October 1986 - August 1992
Dalmo Victor Corporation May 1981 - October 1986
Skills
Six Sigma, Disaster Recovery, Risk Management, CCNA, Project Management, Testing, Troubleshooting, Microsoft Certified..., Servers, Technical Support, Management, Cross-functional Team..., MCSE, Sellers, Integration, Licensed Real Estate..., Risk Mitigation, ITIL v3 Foundations..., ITIL Service Operations...
Education
California State University-Chico 1980 — 1984
Bachelor of Science, Industrial Technology
Archbishop Mitty High School
Bank of America January 1999 - Present
Analysts International Corporation May 1998 - January 1999
Alternative Resources Corporation October 1997 - May 1998
Lyon and Associates December 1996 - June 1997
Self Employed August 1992 - December 1996
EDS Associaates October 1986 - August 1992
Dalmo Victor Corporation May 1981 - October 1986
Skills
Six Sigma, Disaster Recovery, Risk Management, CCNA, Project Management, Testing, Troubleshooting, Microsoft Certified..., Servers, Technical Support, Management, Cross-functional Team..., MCSE, Sellers, Integration, Licensed Real Estate..., Risk Mitigation, ITIL v3 Foundations..., ITIL Service Operations...
Education
California State University-Chico 1980 — 1984
Bachelor of Science, Industrial Technology
Archbishop Mitty High School
Nanell Mawbey Nanell Mawbey's Bank of America Experience June 1995 - December 1996
Job Personal Banker Viewpoint Bank
Industry Banking
Experience
Legacy Texas Bank July 2012 - Present
Nanell Mawbey Consulting January 1997 - September 2011
US Bank November 2009 - August 2011
US Bank May 2006 - November 2009
US Bank April 2003 - November 2009
US Bank August 1998 - April 2003
US Bank January 1997 - August 1998
Bank of America June 1995 - December 1996
Skills
Banking, Leadership, Credit, Strategic Planning, Loans, Business Development, Risk Management, Commercial Banking, Sales Management, Financial Analysis, Small Business, Auditing, Wealth Management, Budgets, Strategic Financial..., Market Research, Community Development, Non-profit Leadership, Urban Redevelopment, Training, CRM, Management, Sales, Customer Service
Education
University of Nevada-Reno 1971 — 1972
Master's degree, Social Work
CSU Chico 1968 — 1971
B.S, Sociology
Legacy Texas Bank July 2012 - Present
Nanell Mawbey Consulting January 1997 - September 2011
US Bank November 2009 - August 2011
US Bank May 2006 - November 2009
US Bank April 2003 - November 2009
US Bank August 1998 - April 2003
US Bank January 1997 - August 1998
Bank of America June 1995 - December 1996
Skills
Banking, Leadership, Credit, Strategic Planning, Loans, Business Development, Risk Management, Commercial Banking, Sales Management, Financial Analysis, Small Business, Auditing, Wealth Management, Budgets, Strategic Financial..., Market Research, Community Development, Non-profit Leadership, Urban Redevelopment, Training, CRM, Management, Sales, Customer Service
Education
University of Nevada-Reno 1971 — 1972
Master's degree, Social Work
CSU Chico 1968 — 1971
B.S, Sociology
Linda O'Kelly Linda O'Kelly's Bank of America Experience September 2008 - December 2010
Job Virtusa Project Manager at BNPP
Industry Information Services
Experience
Virtusa January 2015 - Present
Newedge April 2014 - Present
Virtusa December 2010 - Present
Scotiabank March 2013 - November 2013
Jefferies & Company December 2012 - February 2013
BNP Paribas February 2012 - October 2012
Macquarie Group December 2010 - September 2011
Bank of America September 2008 - December 2010
BusinessEdge Solutions 2006 - 2008
PricewaterhouseCoopers 1999 - 2002
Skills
Project Management, Global Custody, Financial Services, Business Analysis, Trading, Fixed Income, Management, Management Consulting, Business Process..., Cash Management, SDLC, Program Management, Vendor Management, Project Portfolio..., PMO, Consulting, Risk Management, Strategy, Business Process
Education
California State University-Chico 1975 — 1978
BS, Finance
Villanova University 2011 — 2012
PMP, Project Management
Virtusa January 2015 - Present
Newedge April 2014 - Present
Virtusa December 2010 - Present
Scotiabank March 2013 - November 2013
Jefferies & Company December 2012 - February 2013
BNP Paribas February 2012 - October 2012
Macquarie Group December 2010 - September 2011
Bank of America September 2008 - December 2010
BusinessEdge Solutions 2006 - 2008
PricewaterhouseCoopers 1999 - 2002
Skills
Project Management, Global Custody, Financial Services, Business Analysis, Trading, Fixed Income, Management, Management Consulting, Business Process..., Cash Management, SDLC, Program Management, Vendor Management, Project Portfolio..., PMO, Consulting, Risk Management, Strategy, Business Process
Education
California State University-Chico 1975 — 1978
BS, Finance
Villanova University 2011 — 2012
PMP, Project Management
Jason Hope Jason Hope's Bank of America Experience June 2008 - November 2011
Job Business Executive
Industry Management Consulting
Experience
Brooks International February 2014 - July 2015
Brooks International November 2012 - February 2014
Brooks International November 2011 - November 2012
Bank of America June 2008 - November 2011
Bank of America September 2007 - June 2008
United States Marine Corps July 1999 - January 2004
Skills
Management Consulting, Performance Improvement, Business Transformation, Operational Excellence, Change Management, Business Process..., Organizational Design, Program Management, Risk Management, Management, Government, Leadership Development, Strategy, Performance Management, Business Strategy, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Vendor Management, Organizational..., Leadership, Coaching, Operations Management, Process Improvement, Business Process...
Education
California State University-Chico 2005 — 2007
Bachelor of Arts (B.A.), Organizational Communication, General
Brooks International February 2014 - July 2015
Brooks International November 2012 - February 2014
Brooks International November 2011 - November 2012
Bank of America June 2008 - November 2011
Bank of America September 2007 - June 2008
United States Marine Corps July 1999 - January 2004
Skills
Management Consulting, Performance Improvement, Business Transformation, Operational Excellence, Change Management, Business Process..., Organizational Design, Program Management, Risk Management, Management, Government, Leadership Development, Strategy, Performance Management, Business Strategy, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Vendor Management, Organizational..., Leadership, Coaching, Operations Management, Process Improvement, Business Process...
Education
California State University-Chico 2005 — 2007
Bachelor of Arts (B.A.), Organizational Communication, General
Jo Singleton, PMP Jo Singleton, PMP's Bank of America Experience August 1980 - December 2004
Job National Program Manager Kaiser Permanente IT
Industry Hospital & Health Care
Experience
Kaiser Permanente IT August 2012 - Present
Wells Fargo Bank November 2010 - August 2012
Wells Fargo Bank October 2006 - October 2010
Wells Fargo Bank June 2005 - October 2006
Visa/Inovant (KPMG, Visa) January 2005 - June 2006
Bank of America August 1980 - December 2004
Skills
SDLC, Vendor Management, Business Analysis, PMO, Risk Management, PMP, Business Requirements, Project Portfolio..., Project Management, Program Management, Process Improvement, Change Management, Management, Visio, Six Sigma
Education
St. Mary's College of California 1983 — 1985
MBA, Business Administration and Management
California State University-Chico
Bachelor of Arts (B.A.), Geography Teacher Education
Kaiser Permanente IT August 2012 - Present
Wells Fargo Bank November 2010 - August 2012
Wells Fargo Bank October 2006 - October 2010
Wells Fargo Bank June 2005 - October 2006
Visa/Inovant (KPMG, Visa) January 2005 - June 2006
Bank of America August 1980 - December 2004
Skills
SDLC, Vendor Management, Business Analysis, PMO, Risk Management, PMP, Business Requirements, Project Portfolio..., Project Management, Program Management, Process Improvement, Change Management, Management, Visio, Six Sigma
Education
St. Mary's College of California 1983 — 1985
MBA, Business Administration and Management
California State University-Chico
Bachelor of Arts (B.A.), Geography Teacher Education
Judy Reid Judy Reid's Bank of America Experience 1973 - 1978
Job VP at Duniway Stockroom Corp
Industry Electrical/Electronic Manufacturing
Experience
Duniway Stockroom Corporation October 1981 - Present
VWR 1980 - 1981
Office of the Comptroller of the Currency 1978 - 1980
Bank of America 1973 - 1978
Skills
Cross-functional Team..., New Business Development, Business Strategy, Business Development, Strategic Planning, Talent Acquisition, Organizational..., Sales Management, Strategy, Product Management, Team Building, Program Management, Entrepreneurship, Contract Negotiation, Start-ups, Human Resources, Leadership, Marketing, Purchasing
Education
California State University-Chico 1977 — 1980
BS, Business-Management
College of San Mateo 1974 — 1976
AA, Business
Presentation High School
Duniway Stockroom Corporation October 1981 - Present
VWR 1980 - 1981
Office of the Comptroller of the Currency 1978 - 1980
Bank of America 1973 - 1978
Skills
Cross-functional Team..., New Business Development, Business Strategy, Business Development, Strategic Planning, Talent Acquisition, Organizational..., Sales Management, Strategy, Product Management, Team Building, Program Management, Entrepreneurship, Contract Negotiation, Start-ups, Human Resources, Leadership, Marketing, Purchasing
Education
California State University-Chico 1977 — 1980
BS, Business-Management
College of San Mateo 1974 — 1976
AA, Business
Presentation High School
Jennifer Dunbar Jennifer Dunbar's Bank of America Experience January 1998 - January 2000
Job Full Charge Bookkeeper and HR
Industry Financial Services
Experience
Dunbar Bookkeeping and Payroll Services February 2014 - Present
Stephen Dunbar Construction, Inc. January 2003 - Present
Resonate Social Media February 2010 - February 2014
Bank of America January 1998 - January 2000
Skills
CRM, Project Management, Social Media, Fundraising, Facebook, Start-ups, Microsoft Excel, QuickBooks, Account Management, Finance, Payroll, Accounts Payable, Accounts Receivable, Microsoft Office, Small Business, Banking, Human Resources, Budgets
Education
California State University-Chico 1991 — 1994
BS, Business/Human Resources
Dunbar Bookkeeping and Payroll Services February 2014 - Present
Stephen Dunbar Construction, Inc. January 2003 - Present
Resonate Social Media February 2010 - February 2014
Bank of America January 1998 - January 2000
Skills
CRM, Project Management, Social Media, Fundraising, Facebook, Start-ups, Microsoft Excel, QuickBooks, Account Management, Finance, Payroll, Accounts Payable, Accounts Receivable, Microsoft Office, Small Business, Banking, Human Resources, Budgets
Education
California State University-Chico 1991 — 1994
BS, Business/Human Resources
Jan Montoya Jan Montoya's Bank of America Experience 1973 - 2009
Job Corporate Trainer at US Bank
Industry Professional Training & Coaching
Experience
US Bank July 2012 - Present
U.S. Bank December 2009 - June 2012
Bank of America 1973 - 2009
Bank of America October 1997 - January 1999
Skills
Banking, Loans, Mortgage Lending, Credit, Consumer Lending, Coaching, Commercial Banking, Sales Management, Team Building, Branch Management, Risk Management, Small Business Lending, Customer Experience, Customer Service, Customer Satisfaction, Leadership Development, Cash Management, Sales, Commercial Lending, Process Improvement, Retail Banking, Management, Branch Banking, Performance Management, Mentoring, Training, Leadership, Change Management, Strategic Planning, Employee Relations, Human Resources, Employee Training, Training Delivery, Team Leadership, Recruiting, Call Centers, Customer Retention, Interviews, Employee Engagement, Vendor Management, Onboarding, Hiring, Talent Management, Relationship Management, Executive Management, Financial Services, Applicant Tracking..., Succession Planning, New Hire Orientations, College Recruiting
Education
California State University-Chico 1971 — 1974
BA, Psychology
California State University-Chico
Bachelor's degree, Psychology
US Bank July 2012 - Present
U.S. Bank December 2009 - June 2012
Bank of America 1973 - 2009
Bank of America October 1997 - January 1999
Skills
Banking, Loans, Mortgage Lending, Credit, Consumer Lending, Coaching, Commercial Banking, Sales Management, Team Building, Branch Management, Risk Management, Small Business Lending, Customer Experience, Customer Service, Customer Satisfaction, Leadership Development, Cash Management, Sales, Commercial Lending, Process Improvement, Retail Banking, Management, Branch Banking, Performance Management, Mentoring, Training, Leadership, Change Management, Strategic Planning, Employee Relations, Human Resources, Employee Training, Training Delivery, Team Leadership, Recruiting, Call Centers, Customer Retention, Interviews, Employee Engagement, Vendor Management, Onboarding, Hiring, Talent Management, Relationship Management, Executive Management, Financial Services, Applicant Tracking..., Succession Planning, New Hire Orientations, College Recruiting
Education
California State University-Chico 1971 — 1974
BA, Psychology
California State University-Chico
Bachelor's degree, Psychology
George Berry, CFP® George Berry, CFP®'s Bank of America Experience 2006 - 2009
Job Senior Private Client Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West 2012 - Present
Merrill Lynch Wealth Management May 2009 - April 2011
Merrill Lynch Wealth Management 2011 - 2011
Fairleigh Dickinson University 2008 - 2010
Bank of America 2006 - 2009
PNC Financial Services 2004 - 2006
TPS Brokerage / Roster Financial 2002 - 2004
American Express Financial Advisors 2000 - 2002
Franky's 1999 - 2001
Franky's 1999 - 2001
Skills
Certified Financial..., Retirement Planning, Series 7, Investments, Mortgage Lending, Loans, Wealth Management, Investment Management, Series 63, Estate Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Managment, Retirement, Securities, Fixed Annuities, Credit, Portfolio Management, Banking, Cash Management, Asset Management, Credit Analysis, Financial Planners
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate in Investment Decisions and Behavioral Finance, Behavioral Finance
California State University-Chico 1992 — 1996
BA, Urban and Economic Geography
Bank of the West 2012 - Present
Merrill Lynch Wealth Management May 2009 - April 2011
Merrill Lynch Wealth Management 2011 - 2011
Fairleigh Dickinson University 2008 - 2010
Bank of America 2006 - 2009
PNC Financial Services 2004 - 2006
TPS Brokerage / Roster Financial 2002 - 2004
American Express Financial Advisors 2000 - 2002
Franky's 1999 - 2001
Franky's 1999 - 2001
Skills
Certified Financial..., Retirement Planning, Series 7, Investments, Mortgage Lending, Loans, Wealth Management, Investment Management, Series 63, Estate Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Managment, Retirement, Securities, Fixed Annuities, Credit, Portfolio Management, Banking, Cash Management, Asset Management, Credit Analysis, Financial Planners
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate in Investment Decisions and Behavioral Finance, Behavioral Finance
California State University-Chico 1992 — 1996
BA, Urban and Economic Geography
Michelle Dorrance Michelle Dorrance's Bank of America Experience 1986 - 2002
Job Area Manager with Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International (Independent Consultant) January 2012 - Present
Army and Navy Academy 2011 - 2013
Caffe California, Walnut Creek, CA 2007 - 2011
Bank of America 1986 - 2002
Skills
Health and Wellness..., Team Management, Culinary Skills, Diet Planning, Project Management, Business Planning, Restaurants, Team Building
Education
CSU Chico 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
CSU Sacramento 1983 — 1984
Computer Science
Arbonne International (Independent Consultant) January 2012 - Present
Army and Navy Academy 2011 - 2013
Caffe California, Walnut Creek, CA 2007 - 2011
Bank of America 1986 - 2002
Skills
Health and Wellness..., Team Management, Culinary Skills, Diet Planning, Project Management, Business Planning, Restaurants, Team Building
Education
CSU Chico 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
CSU Sacramento 1983 — 1984
Computer Science
Danielle de France Danielle de France's Bank of America Experience June 2010 - March 2012
Job Lead Senior Financial Analyst at Kaiser Permanente
Industry Banking
Experience
Kaiser Permanente August 2012 - Present
Bank of America June 2010 - March 2012
Bank of America January 2005 - May 2010
Bank of America November 2000 - December 2004
Skills
Banking, Treasury Management, Cash Management, Leadership, Treasury, Finance, Financial Risk, Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting
Education
California State University-Chico
Bachelor of Science (B.S.), Management Information Systems, General
Kaiser Permanente August 2012 - Present
Bank of America June 2010 - March 2012
Bank of America January 2005 - May 2010
Bank of America November 2000 - December 2004
Skills
Banking, Treasury Management, Cash Management, Leadership, Treasury, Finance, Financial Risk, Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting
Education
California State University-Chico
Bachelor of Science (B.S.), Management Information Systems, General
Katie Wiseman Katie Wiseman's Bank of America Experience 2011 - 2012
Job Event Coordinator/Office Manager at Sandino Consulting
Industry Fund-Raising
Experience
Sandino Consulting 2012 - Present
Bank of America 2011 - 2012
California State University, Chico 2010 - 2011
Skills
Event Planning, Customer Service, Spanish, Social Media, Teaching, Event Management, Social Networking, Time Management, Leadership, Public Relations, Administrative..., English, Intercultural..., Fundraising, Facebook
Education
CSU Chico
Bachelor of Arts (B.A.), Linguistics
Sacramento City College
Associate's degree
Sandino Consulting 2012 - Present
Bank of America 2011 - 2012
California State University, Chico 2010 - 2011
Skills
Event Planning, Customer Service, Spanish, Social Media, Teaching, Event Management, Social Networking, Time Management, Leadership, Public Relations, Administrative..., English, Intercultural..., Fundraising, Facebook
Education
CSU Chico
Bachelor of Arts (B.A.), Linguistics
Sacramento City College
Associate's degree
Kara Doyle Kara Doyle's Bank of America Experience 1994 - 1998
Job Assistant Vice President Business Services at Jeanne D' Arc Credit Union
Industry Banking
Experience
Jeanne D' Arc Credit Union May 2003 - Present
Bank of America 1994 - 1998
Skills
Credit, Loans, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Banking, Consumer Lending, Cross Selling, Credit Analysis, Strategic Planning, Refinance, Underwriting, Mortgage Banking, Retail Banking, Residential Mortgages, Small Business, Sales, Customer Service, Financial Analysis, Loan Origination, Construction Loans, Commercial Mortgages, Branch Banking, Investment Properties, Real Estate Financing, Deposits, Cash Management, Loan Servicing, Branch Management, Real Estate, Executive Management, Finance, Notary Public, Reverse Mortgages, VA loans, Credit Risk, FHA, Commercial Real Estate, Sales Management, USDA, SBA, Risk Management, FHA financing, Portfolio Management, Asset Based Lending, Home Equity Loans, Mortgage Servicing
Education
San Jose State University 1990 — 1994
Bachelor of Science, Business Administration
CSU Chico
Jeanne D' Arc Credit Union May 2003 - Present
Bank of America 1994 - 1998
Skills
Credit, Loans, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Banking, Consumer Lending, Cross Selling, Credit Analysis, Strategic Planning, Refinance, Underwriting, Mortgage Banking, Retail Banking, Residential Mortgages, Small Business, Sales, Customer Service, Financial Analysis, Loan Origination, Construction Loans, Commercial Mortgages, Branch Banking, Investment Properties, Real Estate Financing, Deposits, Cash Management, Loan Servicing, Branch Management, Real Estate, Executive Management, Finance, Notary Public, Reverse Mortgages, VA loans, Credit Risk, FHA, Commercial Real Estate, Sales Management, USDA, SBA, Risk Management, FHA financing, Portfolio Management, Asset Based Lending, Home Equity Loans, Mortgage Servicing
Education
San Jose State University 1990 — 1994
Bachelor of Science, Business Administration
CSU Chico
Lisa Windman Lisa Windman's Bank of America Experience February 1992 - March 1996
Job Client Services Associate at Appropriate Balance Financial Services
Industry
Experience
Appropriate Balance Financial Services January 2012 - Present
. June 2003 - October 2011
First Technology Credit Union December 2002 - June 2003
Franklin Templeton February 2002 - August 2002
Franklin Templeton April 2000 - February 2002
Franklin Templeton February 1998 - April 2000
Weir Brothers Custom Homes January 1996 - January 1997
Bank of America February 1992 - March 1996
Education
California State University-Chico
Bachelor of Arts, Speech Pathology & Audiology
Palomar College
Associates of Arts, Liberal Arts
Appropriate Balance Financial Services January 2012 - Present
. June 2003 - October 2011
First Technology Credit Union December 2002 - June 2003
Franklin Templeton February 2002 - August 2002
Franklin Templeton April 2000 - February 2002
Franklin Templeton February 1998 - April 2000
Weir Brothers Custom Homes January 1996 - January 1997
Bank of America February 1992 - March 1996
Education
California State University-Chico
Bachelor of Arts, Speech Pathology & Audiology
Palomar College
Associates of Arts, Liberal Arts
Debra Shaw Debra Shaw's Bank of America Experience June 2004 - Present
Job V.P., Technology Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2004 - Present
Bank of America January 2002 - June 2004
Bank of America December 2000 - January 2002
Bank of America June 2000 - December 2000
United Behavioral Health 1999 - 2000
Skills
Vendor Management, Business Analysis, SDLC, IT Strategy, PMP, Desktop Environment, IT Management, Systems Engineering, Server Administration, Risk Management, PMO, Requirements Analysis, Software Project..., Enterprise Architecture, Process Improvement, Program Management, Disaster Recovery, ITIL, Project Delivery, IT Operations, Technical Support, Business Process..., LAN-WAN, Networking, Help Desk Support, Project Portfolio..., Visio, Banking
Education
California State University-Chico
Bank of America June 2004 - Present
Bank of America January 2002 - June 2004
Bank of America December 2000 - January 2002
Bank of America June 2000 - December 2000
United Behavioral Health 1999 - 2000
Skills
Vendor Management, Business Analysis, SDLC, IT Strategy, PMP, Desktop Environment, IT Management, Systems Engineering, Server Administration, Risk Management, PMO, Requirements Analysis, Software Project..., Enterprise Architecture, Process Improvement, Program Management, Disaster Recovery, ITIL, Project Delivery, IT Operations, Technical Support, Business Process..., LAN-WAN, Networking, Help Desk Support, Project Portfolio..., Visio, Banking
Education
California State University-Chico
Donald Humphrey's Bank of America Experience June 1974 - May 1983
Job Finance Manager, Livermore Area Recreation & Park District
Industry Government Administration
Experience
Livermore Area Recreation & Park District October 2010 - Present
DE Humphrey Associates 2009 - Present
Knights of Columbus Council 4588 July 2010 - November 2011
Chico State Concrete Industry Management Patron Group December 2005 - October 2010
US Concrete--Central Precast May 1999 - January 2009
National Precast Concrete Association (NPCA) 2005 - 2008
Santa Rosa Cast Products May 1983 - May 1999
Bank of America June 1974 - May 1983
Skills
Entrepreneurship, Integrity, Analytical Skills, Funding, Budgets, Financial Analysis, Employee Benefits, Purchasing, Leadership, Business Planning, Business Strategy, Management, Team Building, Auditing, Accounting, Payroll, Cash Flow, Finance, Negotiation, Selling, Process Improvement, Small Business, Project Planning, Analysis, Competitive Analysis, Contract Management, Mergers & Acquisitions, Human Resources, Policy, Insurance, Business Process, Banking, Strategic Planning, Executive Management, Forecasting, Strategy, Operations Management, Risk Management, Strategic Financial..., Contract Negotiation, Start-ups, Manufacturing, Business Process..., Business Development, Internal Controls, Management Consulting, Team Leadership, Fundraising, Coaching, Training
Education
California State University-Chico 1973 — 1974
BS, Business Administration
Livermore Area Recreation & Park District October 2010 - Present
DE Humphrey Associates 2009 - Present
Knights of Columbus Council 4588 July 2010 - November 2011
Chico State Concrete Industry Management Patron Group December 2005 - October 2010
US Concrete--Central Precast May 1999 - January 2009
National Precast Concrete Association (NPCA) 2005 - 2008
Santa Rosa Cast Products May 1983 - May 1999
Bank of America June 1974 - May 1983
Skills
Entrepreneurship, Integrity, Analytical Skills, Funding, Budgets, Financial Analysis, Employee Benefits, Purchasing, Leadership, Business Planning, Business Strategy, Management, Team Building, Auditing, Accounting, Payroll, Cash Flow, Finance, Negotiation, Selling, Process Improvement, Small Business, Project Planning, Analysis, Competitive Analysis, Contract Management, Mergers & Acquisitions, Human Resources, Policy, Insurance, Business Process, Banking, Strategic Planning, Executive Management, Forecasting, Strategy, Operations Management, Risk Management, Strategic Financial..., Contract Negotiation, Start-ups, Manufacturing, Business Process..., Business Development, Internal Controls, Management Consulting, Team Leadership, Fundraising, Coaching, Training
Education
California State University-Chico 1973 — 1974
BS, Business Administration
Camille Alfred Camille Alfred's Bank of America Experience September 1991 - May 1999
Job Teacher at SierraPlumas Joint Unified School District
Industry Education Management
Experience
Sierra-Plumas Joint Unified School District August 2006 - Present
Bank of America September 1991 - May 1999
Skills
Knitting, Teaching English and..., Sewing, Elementary Education, Teaching English as a..., Differentiated..., Childcare, Lesson Planning, Public Speaking, Community Outreach, Fundraising, Event Planning, Nonprofits, Research, Grant Writing, Higher Education, Curriculum Design
Education
California State University-Chico 2002 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Feather River College 1999 — 2002
Associate of Arts (AA), Elementary Education and Teaching
Sierra-Plumas Joint Unified School District August 2006 - Present
Bank of America September 1991 - May 1999
Skills
Knitting, Teaching English and..., Sewing, Elementary Education, Teaching English as a..., Differentiated..., Childcare, Lesson Planning, Public Speaking, Community Outreach, Fundraising, Event Planning, Nonprofits, Research, Grant Writing, Higher Education, Curriculum Design
Education
California State University-Chico 2002 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Feather River College 1999 — 2002
Associate of Arts (AA), Elementary Education and Teaching
Chris Cagle's Bank of America Experience December 2005 - Present
Job Business Analyst Finance
Industry Banking
Isaac Samsa Isaac Samsa's Bank of America Experience April 2007 - August 2008
Job Treasurer at Portland New Generations Rotary Club
Industry Financial Services
Experience
Portland New Generations Rotary Club July 2012 - Present
Pride Financial Partners July 2010 - Present
National Association of Financial Advisors - Oregon June 2013 - Present
Portland New Generations Rotary Club May 2013 - June 2014
National Association of Insurance & Financial Advisors June 2012 - June 2014
Pride Professional Alliance February 2011 - July 2013
BNI Cascade Professional Alliance Chapter April 2010 - November 2011
John Hancock September 2008 - July 2010
Bank of America April 2007 - August 2008
Education
California State University-Chico 2001 — 2006
Bachelor of Science, Financial Services, Financial Accounting
Sunset High School 1997 — 2001
Portland New Generations Rotary Club July 2012 - Present
Pride Financial Partners July 2010 - Present
National Association of Financial Advisors - Oregon June 2013 - Present
Portland New Generations Rotary Club May 2013 - June 2014
National Association of Insurance & Financial Advisors June 2012 - June 2014
Pride Professional Alliance February 2011 - July 2013
BNI Cascade Professional Alliance Chapter April 2010 - November 2011
John Hancock September 2008 - July 2010
Bank of America April 2007 - August 2008
Education
California State University-Chico 2001 — 2006
Bachelor of Science, Financial Services, Financial Accounting
Sunset High School 1997 — 2001
Michelle Brouillard Michelle Brouillard's Bank of America Experience June 2000 - October 2003
Job Facility Administrator at DaVita
Industry Hospital & Health Care
Experience
DaVita June 2009 - Present
LifeMasters 2005 - 2009
Bank of America June 2000 - October 2003
Bank of America February 2000 - June 2000
Bank of America May 1995 - February 2000
Skills
Process Improvement, Train the Trainer, Change Management, Management, Analysis
Education
California State University-Chico 1995 — 1997
Bachelor of Science, Public Health Education and Administration
California State University-Sacramento 1993 — 1995
Public Health
Shasta College 1986 — 1989
AA, General
DaVita June 2009 - Present
LifeMasters 2005 - 2009
Bank of America June 2000 - October 2003
Bank of America February 2000 - June 2000
Bank of America May 1995 - February 2000
Skills
Process Improvement, Train the Trainer, Change Management, Management, Analysis
Education
California State University-Chico 1995 — 1997
Bachelor of Science, Public Health Education and Administration
California State University-Sacramento 1993 — 1995
Public Health
Shasta College 1986 — 1989
AA, General
Glenn Vineyard Glenn Vineyard's Bank of America Experience July 1969 - January 1988
Job Realtor at century 21 select group
Industry Real Estate
Experience
century 21 select group August 2010 - Present
Pavilion Realty May 2003 - August 2010
Bank of America July 1969 - January 1988
Skills
Ranches, Short sales, First Time Home Buyers, Single Family Homes, REO, Foreclosures, Ranch, Sellers, New Home Sales, Investment Properties, Relocation, Buyer Representation
Education
California State University-Chico 1967 — 1969
Bachelor of Science, Agriculture
Sierra College 1964 — 1967
A A, Agriculture
century 21 select group August 2010 - Present
Pavilion Realty May 2003 - August 2010
Bank of America July 1969 - January 1988
Skills
Ranches, Short sales, First Time Home Buyers, Single Family Homes, REO, Foreclosures, Ranch, Sellers, New Home Sales, Investment Properties, Relocation, Buyer Representation
Education
California State University-Chico 1967 — 1969
Bachelor of Science, Agriculture
Sierra College 1964 — 1967
A A, Agriculture
Michael S. Goodman Michael S. Goodman's Bank of America Experience December 2010 - March 2011
Job Data & Analytics Practice Lead at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group July 2014 - Present
BBVA Compass October 2012 - July 2014
BBVA Compass March 2011 - September 2012
Bank of America December 2010 - March 2011
Bank of America November 2008 - December 2010
Bank of America November 2003 - November 2008
Bank of America March 1998 - November 2003
Accenture January 1987 - February 1998
Skills
Enterprise Risk..., Business Strategy, Business Architecture, Business Process..., Process Optimization, Process Integration, Six Sigma, Activity Based..., Technology Strategy..., Technology Integration, Data Governance, Data Integrity, Project Governance, Project Portfolio..., Change Management, Business Process, Technology Product..., Risk Models, Process Engineering, Operational Excellence, Process Improvement, Banking, Loans, Credit, Portfolio Management, IT Strategy, Enterprise Architecture, Financial Services, Financial Risk, Management, Leadership, Commercial Banking, ITIL, Operational Risk..., Risk Management, Governance, Program Management, Business Analysis, Business Process...
Education
California State University-Chico 1981 — 1986
BS
Carlisle & Gallagher Consulting Group July 2014 - Present
BBVA Compass October 2012 - July 2014
BBVA Compass March 2011 - September 2012
Bank of America December 2010 - March 2011
Bank of America November 2008 - December 2010
Bank of America November 2003 - November 2008
Bank of America March 1998 - November 2003
Accenture January 1987 - February 1998
Skills
Enterprise Risk..., Business Strategy, Business Architecture, Business Process..., Process Optimization, Process Integration, Six Sigma, Activity Based..., Technology Strategy..., Technology Integration, Data Governance, Data Integrity, Project Governance, Project Portfolio..., Change Management, Business Process, Technology Product..., Risk Models, Process Engineering, Operational Excellence, Process Improvement, Banking, Loans, Credit, Portfolio Management, IT Strategy, Enterprise Architecture, Financial Services, Financial Risk, Management, Leadership, Commercial Banking, ITIL, Operational Risk..., Risk Management, Governance, Program Management, Business Analysis, Business Process...
Education
California State University-Chico 1981 — 1986
BS
Laurie Light's Bank of America Experience 2000 - 2002
Job Get It Done Mom
Industry Education Management
Experience
Bank of America 2000 - 2002
Education
CSU Chico 1988 — 1993
BA, Psychology
Bank of America 2000 - 2002
Education
CSU Chico 1988 — 1993
BA, Psychology
David Meddaugh David Meddaugh's Bank of America Experience 1980 - 1990
Job Senior Vice President at Bank of America Commercial Banking
Industry Banking
Experience
Bank of America Merrill Lynch- Commercial Banking 1990 - Present
Bank of America 1980 - 1990
Bank of America July 1980 - 1985
Skills
Financial Analysis, Financial Statement..., Investment Theory, Comparable Analysis, DCF Valuation, Commercial Real Estate..., Company Valuation, Sector Coverage, Financial Metrics, Free Cash Flow, Peer Group Analysis, ROE, Sensitivity Analysis, Covenants, Revolving Lines of..., Loan Compliance, Interest Rate Hedging, Term Sheets, Credit Negotiations, Cash Flow Lending, C&I, Real Estate Lending, Agricultural Lending, Wine, Wineries, Wine & Spirits Industry, Alcoholic Beverages, Banking
Education
University of Washington 1990 — 1992
MBA, Corporate Finance- Pacific Coast Banking School
California State University-Chico 1978 — 1980
BS, Economics
California State University-Chico 1978 — 1980
BA, Finance
Montgomery High School
Bank of America Merrill Lynch- Commercial Banking 1990 - Present
Bank of America 1980 - 1990
Bank of America July 1980 - 1985
Skills
Financial Analysis, Financial Statement..., Investment Theory, Comparable Analysis, DCF Valuation, Commercial Real Estate..., Company Valuation, Sector Coverage, Financial Metrics, Free Cash Flow, Peer Group Analysis, ROE, Sensitivity Analysis, Covenants, Revolving Lines of..., Loan Compliance, Interest Rate Hedging, Term Sheets, Credit Negotiations, Cash Flow Lending, C&I, Real Estate Lending, Agricultural Lending, Wine, Wineries, Wine & Spirits Industry, Alcoholic Beverages, Banking
Education
University of Washington 1990 — 1992
MBA, Corporate Finance- Pacific Coast Banking School
California State University-Chico 1978 — 1980
BS, Economics
California State University-Chico 1978 — 1980
BA, Finance
Montgomery High School
Tim Treibach Tim Treibach's Bank of America Experience January 2002 - Present
Job Mortgage Loan Officer, Sales Manager at Bank of America Home Loans, NMLS # 632820
Industry Real Estate
Experience
Bank of America January 2002 - Present
Countrywide Home Loan Inc January 2002 - May 2009
Wells Fargo financial June 2000 - December 2001
Skills
Loans, Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, Account Management, Customer Service, Investment Properties, Residential Mortgages, Sales, Sales Management, VA loans, Real Estate, Management
Education
California State University-Chico 1995 — 1999
Business, Finance
Bank of America January 2002 - Present
Countrywide Home Loan Inc January 2002 - May 2009
Wells Fargo financial June 2000 - December 2001
Skills
Loans, Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, Account Management, Customer Service, Investment Properties, Residential Mortgages, Sales, Sales Management, VA loans, Real Estate, Management
Education
California State University-Chico 1995 — 1999
Business, Finance
Annie Kazi Annie Kazi's Bank of America Experience 2004 - 2005
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Self August 2013 - Present
Wright-Patt Credit Union March 2014 - March 2015
Happy Memory Giftshop May 2012 - August 2013
Entertainment Partners January 2011 - September 2011
First Entertainment Credit Union December 2008 - January 2011
UCLA Film Project 2011 - 2011
SchoolsFirst Federal Credit Union 2007 - 2008
Wescom Credit Union 2005 - 2007
Bank of America 2004 - 2005
Starbucks Coffee Company 2003 - 2004
Skills
Banking, Credit, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Finance, Microsoft Office, Management, Team Building, Strategic Financial..., PowerPoint, Budgets, Coaching, Process Improvement, Time Management, Adobe Creative Suite, Leadership
Education
University of Maryland University College 2013 — 2015
Bachelor's Degree, Major: Graphic Communications, Minor: Digital Media & Web Technology, 4.0 GPA
California State University-Chico 2012 — 2013
Digital Media and Web Technology Certificate, Digital Arts/Graphic Design, 4.0 GPA
University of California, Los Angeles 2008 — 2010
Film/Cinema/Video Studies
Orange Coast College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.85 GPA
Self August 2013 - Present
Wright-Patt Credit Union March 2014 - March 2015
Happy Memory Giftshop May 2012 - August 2013
Entertainment Partners January 2011 - September 2011
First Entertainment Credit Union December 2008 - January 2011
UCLA Film Project 2011 - 2011
SchoolsFirst Federal Credit Union 2007 - 2008
Wescom Credit Union 2005 - 2007
Bank of America 2004 - 2005
Starbucks Coffee Company 2003 - 2004
Skills
Banking, Credit, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Finance, Microsoft Office, Management, Team Building, Strategic Financial..., PowerPoint, Budgets, Coaching, Process Improvement, Time Management, Adobe Creative Suite, Leadership
Education
University of Maryland University College 2013 — 2015
Bachelor's Degree, Major: Graphic Communications, Minor: Digital Media & Web Technology, 4.0 GPA
California State University-Chico 2012 — 2013
Digital Media and Web Technology Certificate, Digital Arts/Graphic Design, 4.0 GPA
University of California, Los Angeles 2008 — 2010
Film/Cinema/Video Studies
Orange Coast College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.85 GPA
David Pluff David Pluff's Bank of America Experience October 2004 - June 2005
Job FINALIZATION DEPARTMENT at US COLLECTIONS WEST, INC
Industry Legal Services
Experience
US COLLECTIONS WEST, INC September 2013 - Present
Pluff Block January 2004 - January 2011
Bank of America October 2004 - June 2005
NCO Financial Systems January 2001 - August 2004
Skills
Risk Management, Credit Cards, Renovation, Credit, Financial Analysis, Process Improvement, Credit Analysis, Credit Risk, Cash Management, Accounts Receivable, Forecasting, Finance, Cash Flow, Managerial Finance, Financial Risk, Account Reconciliation, Payments, Executive Management, Financial Planning, Banking, Invoicing, Financial Services, Negotiation, Customer Service, Management, Leadership, Sales, Microsoft Excel, Outlook, Strategic Planning, Microsoft Office, Business Development, Call Centers, Strategy, Budgets, Loans, Coaching, Analysis, Team Building, Public Speaking, Microsoft Word, Social Media, Time Management, Customer Satisfaction, Team Leadership, Project Management, Marketing, Operations Management, Business Strategy, Performance Management
Education
California State University-Chico 1990 — 1993
played baseball
LIVE OAK HIGH SCHOOL 1987 — 1989
High School Diploma
US COLLECTIONS WEST, INC September 2013 - Present
Pluff Block January 2004 - January 2011
Bank of America October 2004 - June 2005
NCO Financial Systems January 2001 - August 2004
Skills
Risk Management, Credit Cards, Renovation, Credit, Financial Analysis, Process Improvement, Credit Analysis, Credit Risk, Cash Management, Accounts Receivable, Forecasting, Finance, Cash Flow, Managerial Finance, Financial Risk, Account Reconciliation, Payments, Executive Management, Financial Planning, Banking, Invoicing, Financial Services, Negotiation, Customer Service, Management, Leadership, Sales, Microsoft Excel, Outlook, Strategic Planning, Microsoft Office, Business Development, Call Centers, Strategy, Budgets, Loans, Coaching, Analysis, Team Building, Public Speaking, Microsoft Word, Social Media, Time Management, Customer Satisfaction, Team Leadership, Project Management, Marketing, Operations Management, Business Strategy, Performance Management
Education
California State University-Chico 1990 — 1993
played baseball
LIVE OAK HIGH SCHOOL 1987 — 1989
High School Diploma
Carrie Hammond-Holmes, HCS's Bank of America Experience June 1997 - May 2000
Job Manager, HR Business Partner at Robert Half International
Industry Human Resources
Experience
Robert Half International June 2015 - Present
Robert Half International March 2015 - June 2015
CVS Health November 2013 - March 2015
CVS February 2009 - November 2013
Longs Drugs February 2007 - February 2009
Longs Drugs 2000 - 2007
Bank of America June 1997 - May 2000
Bank of America 1990 - 1997
Skills
College Recruiting, Human Resources, Deferred Compensation, Performance Management, Succession Planning, Workforce Planning, Talent Management, Employee Relations, Onboarding, Employee Engagement, Recruiting, Applicant Tracking..., HRIS, Talent Acquisition, Benefits Administration, Performance Appraisal, HR Policies, Policy, Career Development, Team Building, Interviews, Culture Change, Personnel Management, Training, Employment Law, FMLA, Leadership, Process Improvement, Coaching, Employee Training, Conflict Resolution, PeopleSoft, Employee Benefits, Payroll, Change Management, Leadership Development, Organizational..., Management, Management Development, Labor Relations, New Hire Orientations, Behavioral Interviewing, Hiring
Education
California State University-Chico 1983 — 1987
BA, Spanish, Communications
Robert Half International June 2015 - Present
Robert Half International March 2015 - June 2015
CVS Health November 2013 - March 2015
CVS February 2009 - November 2013
Longs Drugs February 2007 - February 2009
Longs Drugs 2000 - 2007
Bank of America June 1997 - May 2000
Bank of America 1990 - 1997
Skills
College Recruiting, Human Resources, Deferred Compensation, Performance Management, Succession Planning, Workforce Planning, Talent Management, Employee Relations, Onboarding, Employee Engagement, Recruiting, Applicant Tracking..., HRIS, Talent Acquisition, Benefits Administration, Performance Appraisal, HR Policies, Policy, Career Development, Team Building, Interviews, Culture Change, Personnel Management, Training, Employment Law, FMLA, Leadership, Process Improvement, Coaching, Employee Training, Conflict Resolution, PeopleSoft, Employee Benefits, Payroll, Change Management, Leadership Development, Organizational..., Management, Management Development, Labor Relations, New Hire Orientations, Behavioral Interviewing, Hiring
Education
California State University-Chico 1983 — 1987
BA, Spanish, Communications
Kimberly Snow Kimberly Snow's Bank of America Experience August 2009 - November 2010
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Home Mortgage September 2011 - July 2014
Cooper Castle Law Firm, LLP February 2011 - August 2011
Bank of America August 2009 - November 2010
Meridian Pointe Realty January 2006 - January 2007
Skills
Customer Service, Microsoft Office, Outlook, Teamwork, Microsoft Excel, Team Leadership, Time Management, PowerPoint, Microsoft Word, Social Networking, Public Speaking
Education
California State University-Chico 2007 — 2010
Business Administration, Financial Management
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Home Mortgage September 2011 - July 2014
Cooper Castle Law Firm, LLP February 2011 - August 2011
Bank of America August 2009 - November 2010
Meridian Pointe Realty January 2006 - January 2007
Skills
Customer Service, Microsoft Office, Outlook, Teamwork, Microsoft Excel, Team Leadership, Time Management, PowerPoint, Microsoft Word, Social Networking, Public Speaking
Education
California State University-Chico 2007 — 2010
Business Administration, Financial Management
Patti Boorman Patti Boorman's Bank of America Experience August 2007 - August 2008
Job Loan Officer at imortgageLocal, Experienced and Creative. Licensed in Nevada and California
Industry Banking
Experience
imortgage July 2013 - Present
Movement Mortgage/ Formerly New American Mortgage April 2011 - July 2013
Wells Fargo Home Mortgage August 2008 - April 2011
Bank of America August 2007 - August 2008
Rels Valuation Services March 2005 - August 2007
Wells Fargo Home Mortgage dba Pardee Home Loans April 2000 - September 2004
Skills
Jumbo Mortgage, Residential Mortgages, Renovation Loans, FHA 203K Renovation, HomeStyle Conventional..., VA Renovation Loan, FHA, USDA, VA loans, First Time Home Buyers, Bond Loan Programs, Nevada Rural, Refinance, Reverse Mortgages, Government Loans, Real Estate Financing, VA Loans, Home Equity Lines of..., Mortgage Banking, REO
Education
California State University-Chico
South Tahoe High School
imortgage July 2013 - Present
Movement Mortgage/ Formerly New American Mortgage April 2011 - July 2013
Wells Fargo Home Mortgage August 2008 - April 2011
Bank of America August 2007 - August 2008
Rels Valuation Services March 2005 - August 2007
Wells Fargo Home Mortgage dba Pardee Home Loans April 2000 - September 2004
Skills
Jumbo Mortgage, Residential Mortgages, Renovation Loans, FHA 203K Renovation, HomeStyle Conventional..., VA Renovation Loan, FHA, USDA, VA loans, First Time Home Buyers, Bond Loan Programs, Nevada Rural, Refinance, Reverse Mortgages, Government Loans, Real Estate Financing, VA Loans, Home Equity Lines of..., Mortgage Banking, REO
Education
California State University-Chico
South Tahoe High School
Bill Magladry Bill Magladry's Bank of America Experience January 1988 - December 1994
Job Independent Financial Advisor
Industry Financial Services
Experience
Rotary Club of West Calaveras June 2010 - Present
NPB Financial Group 2009 - Present
Right On The Money March 2007 - Present
F&M Bank, Lodi, Linden, Modesto, Galt December 1994 - September 2002
Bank of America January 1988 - December 1994
Skills
Estate Planning, Retirement Planning, Long Term Care Insurance, Investments, Event Planning, Marketing, Retirement, Sales, Investment Advisory, Finance, Financial Advisory, Wealth, Investment Strategies, Fixed Annuities, IRAs, Team Building, Customer Service, Strategic Planning
Education
California State University-Chico 1982 — 1984
B.S., Business Administration, Emphasis in Finance
California State University-Chico 1982 — 1984
Bachelor of Science (B.S.), Business/Finance
Rotary Club of West Calaveras June 2010 - Present
NPB Financial Group 2009 - Present
Right On The Money March 2007 - Present
F&M Bank, Lodi, Linden, Modesto, Galt December 1994 - September 2002
Bank of America January 1988 - December 1994
Skills
Estate Planning, Retirement Planning, Long Term Care Insurance, Investments, Event Planning, Marketing, Retirement, Sales, Investment Advisory, Finance, Financial Advisory, Wealth, Investment Strategies, Fixed Annuities, IRAs, Team Building, Customer Service, Strategic Planning
Education
California State University-Chico 1982 — 1984
B.S., Business Administration, Emphasis in Finance
California State University-Chico 1982 — 1984
Bachelor of Science (B.S.), Business/Finance
Leslie Henning Leslie Henning's Bank of America Experience January 1998 - November 2009
Job Private Banking Relationship Manager
Industry Banking
Experience
U.S. Bank August 2009 - Present
Bank of America January 1998 - November 2009
First Interstate Bank January 1990 - January 1996
Skills
CRM, Banking, Portfolio Management, Credit, Sales, Financial Services, Relationship Management, Business Development, Series 63, Private Banking, Cold Calling, New Business Development, Loans, Consumer Lending
Education
California State University-Chico
BA
U.S. Bank August 2009 - Present
Bank of America January 1998 - November 2009
First Interstate Bank January 1990 - January 1996
Skills
CRM, Banking, Portfolio Management, Credit, Sales, Financial Services, Relationship Management, Business Development, Series 63, Private Banking, Cold Calling, New Business Development, Loans, Consumer Lending
Education
California State University-Chico
BA
Kevin C. Gordon Kevin C. Gordon's Bank of America Experience 1982 - 2000
Job Certified Financial Planner™
Industry Education Management
Experience
Self Employed September 2004 - Present
1st Global 2000 - 2015
1st Global 2000 - 2015
Bank of America 1982 - 2000
Education
University of California, Berkeley 1995 — 1998
CFP, Financial Planning
California State University-Chico 1975 — 1979
Bachelor of Science, Business Administration
Self Employed September 2004 - Present
1st Global 2000 - 2015
1st Global 2000 - 2015
Bank of America 1982 - 2000
Education
University of California, Berkeley 1995 — 1998
CFP, Financial Planning
California State University-Chico 1975 — 1979
Bachelor of Science, Business Administration
Glynis Eckert's Bank of America Experience January 2008 - August 2010
Job Marketing Manager
Industry Marketing and Advertising
Experience
F&I Express June 2015 - Present
OpenKey October 2014 - May 2015
Big Fuel April 2014 - October 2014
Bombardier Aerospace, Flexjet August 2010 - March 2014
Bank of America January 2008 - August 2010
TracyLocke January 2006 - January 2008
TracyLocke August 2004 - January 2006
Advanced Marketing Services April 2002 - August 2004
Skills
Market Planning, Event Planning, Merchandising, Advertising, Brand Management, Marketing Communications, Account Management, CRM, Social Media Marketing, Marketing Strategy, Marketing, Online Advertising, Direct Marketing, Integrated Marketing, Sales, Management, Product Development, Strategy, Product Marketing, New Business Development, Product Management, Strategic Partnerships, Competitive Analysis, Team Building
Education
California State University-Chico 1996 — 2001
BA, Political Science
Papanui HS. Christchurch, New Zealand
Classics and Classical Languages, Literatures, and Linguistics
F&I Express June 2015 - Present
OpenKey October 2014 - May 2015
Big Fuel April 2014 - October 2014
Bombardier Aerospace, Flexjet August 2010 - March 2014
Bank of America January 2008 - August 2010
TracyLocke January 2006 - January 2008
TracyLocke August 2004 - January 2006
Advanced Marketing Services April 2002 - August 2004
Skills
Market Planning, Event Planning, Merchandising, Advertising, Brand Management, Marketing Communications, Account Management, CRM, Social Media Marketing, Marketing Strategy, Marketing, Online Advertising, Direct Marketing, Integrated Marketing, Sales, Management, Product Development, Strategy, Product Marketing, New Business Development, Product Management, Strategic Partnerships, Competitive Analysis, Team Building
Education
California State University-Chico 1996 — 2001
BA, Political Science
Papanui HS. Christchurch, New Zealand
Classics and Classical Languages, Literatures, and Linguistics
John van Berkum's Bank of America Experience October 2001 - Present
Job Sr Technology Manager: Development & Delivery Application Integration
Industry Information Technology and Services
Experience
Bank of America October 2001 - Present
Integrated Payment Shared Services January 2006 - January 2007
Bank of America October 2001 - December 2005
Brigade Corporation December 1998 - April 2001
Brigade Corporation December 1998 - April 2001
Bayjazz.com January 1998 - January 1999
KRON June 1997 - September 1997
Skills
Strategy, Project Management, Change Management, Integration, Cross-functional Team..., Management, Disaster Recovery, Enterprise Software, SDLC, Vendor Management, Six Sigma, Governance, Service Delivery, CRM, Business Analysis, Enterprise Architecture, SOA
Education
California State University-Chico 1994 — 1998
Bachelor's degree, Organizational Communication, General
California State University-Chico
Bank of America October 2001 - Present
Integrated Payment Shared Services January 2006 - January 2007
Bank of America October 2001 - December 2005
Brigade Corporation December 1998 - April 2001
Brigade Corporation December 1998 - April 2001
Bayjazz.com January 1998 - January 1999
KRON June 1997 - September 1997
Skills
Strategy, Project Management, Change Management, Integration, Cross-functional Team..., Management, Disaster Recovery, Enterprise Software, SDLC, Vendor Management, Six Sigma, Governance, Service Delivery, CRM, Business Analysis, Enterprise Architecture, SOA
Education
California State University-Chico 1994 — 1998
Bachelor's degree, Organizational Communication, General
California State University-Chico
Maggie Pacheco Maggie Pacheco's Bank of America Experience 1993 - 1996
Job Processing Manager at Wescom Credit Union
Industry Real Estate
Experience
Wescom Credit Union July 2015 - Present
Ditech Mortgage Corp 2012 - Present
Century Bank 2000 - 2011
Norwest Mortgage 1996 - 2000
Bank of America 1993 - 1996
Skills
Training & Development, Systems Analysis, Operations Management, Leadership, Networking, Team Building, Public Speaking, Marketing, Creative Strategy, Customer Service, Social Media, Strategic Planning, Management, Entrepreneurship, Marketing Strategy, Teaching, Coaching & Mentoring
Education
California State University-Chico 1990 — 1992
Public Administration, Business Management/Criminal Justice/Law Enforcement Administration
Saddleback College 1988 — 1990
Associates Degree, General Studies
Wescom Credit Union July 2015 - Present
Ditech Mortgage Corp 2012 - Present
Century Bank 2000 - 2011
Norwest Mortgage 1996 - 2000
Bank of America 1993 - 1996
Skills
Training & Development, Systems Analysis, Operations Management, Leadership, Networking, Team Building, Public Speaking, Marketing, Creative Strategy, Customer Service, Social Media, Strategic Planning, Management, Entrepreneurship, Marketing Strategy, Teaching, Coaching & Mentoring
Education
California State University-Chico 1990 — 1992
Public Administration, Business Management/Criminal Justice/Law Enforcement Administration
Saddleback College 1988 — 1990
Associates Degree, General Studies
Kristofer Reddaway, CEPA, MBA Kristofer Reddaway, CEPA, MBA's Bank of America Experience December 2004 - October 2007
Job Senior Director, Certified Exit Planning Advisor at BNY Mellon Private Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2014 - Present
Capstone Affluent Strategies October 2012 - January 2014
The Prudential Insurance Company of America February 2012 - October 2012
Colonial Life October 2010 - February 2012
JP Morgan Chase January 2010 - October 2010
Banc of America Investments/ J.P. Morgan Chase October 2007 - January 2010
Bank of America December 2004 - October 2007
Skills
Series 7, Insurance, Securities, Annuities, Retirement Planning, Series 66, Series 24, series 51, management, Management, Senior Executive..., Fixed Annuities, Uniform Combined State..., Series 63, Finance, Financial Planners, Long-term Care, Retirement, Wealth, Employee Benefits, Strategic Financial..., Term Life Insurance, Mutual Funds, Financial Services, Life Insurance, Financial Advisory, Health Insurance, FINRA, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, 401k, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Series 6, IRAs, Investments, Certified Financial..., Variable Annuities, Wealth Management..., Equities, Series 65, Financial Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education, Finance and Wealth Management
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
College of Financial Planning 2008 — 2009
CFP and Masters in Finance, Finance
California State University-Chico 2001 — 2006
Business, Marketing
Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Mergers and Acquisitions, Valuation, Exit Options, Post Sale Cash Flow Lifestyle Modeling
BNY Mellon Wealth Management February 2014 - Present
Capstone Affluent Strategies October 2012 - January 2014
The Prudential Insurance Company of America February 2012 - October 2012
Colonial Life October 2010 - February 2012
JP Morgan Chase January 2010 - October 2010
Banc of America Investments/ J.P. Morgan Chase October 2007 - January 2010
Bank of America December 2004 - October 2007
Skills
Series 7, Insurance, Securities, Annuities, Retirement Planning, Series 66, Series 24, series 51, management, Management, Senior Executive..., Fixed Annuities, Uniform Combined State..., Series 63, Finance, Financial Planners, Long-term Care, Retirement, Wealth, Employee Benefits, Strategic Financial..., Term Life Insurance, Mutual Funds, Financial Services, Life Insurance, Financial Advisory, Health Insurance, FINRA, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, 401k, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Series 6, IRAs, Investments, Certified Financial..., Variable Annuities, Wealth Management..., Equities, Series 65, Financial Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education, Finance and Wealth Management
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
College of Financial Planning 2008 — 2009
CFP and Masters in Finance, Finance
California State University-Chico 2001 — 2006
Business, Marketing
Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Mergers and Acquisitions, Valuation, Exit Options, Post Sale Cash Flow Lifestyle Modeling
Jannah Carrasco's Bank of America Experience April 2012 - June 2013
Job Branch Manager at US Bank
Industry Banking
Experience
US Banccorp July 2013 - Present
Bank of America April 2012 - June 2013
Pomona Arco July 2007 - March 2012
Universal Solar Glass Inc February 2002 - June 2007
Skills
Customer Service, Inventory Management, Customer Satisfaction, Automotive, Microsoft Office, Sales, Microsoft Excel, Team Building, Vehicles, Purchasing, Sales Management, Inventory Control, Process Improvement, Microsoft Word, Retail, Operations Management, Outlook, Data Entry, Time Management, Human Resources, Call Centers, Customer Experience, Leadership, Management, Performance Management, Banking, Budgets, Coaching, Customer Retention, Hiring, Process Scheduler, Recruiting, Team Leadership, Teamwork, Training, Troubleshooting
Education
California State University-Chico 2004 — 2012
Bachelor of Arts (B.A.), Social Sciences
Riverside Community College 1998 — 2003
Associate's degree, General Studies, 2.7
US Banccorp July 2013 - Present
Bank of America April 2012 - June 2013
Pomona Arco July 2007 - March 2012
Universal Solar Glass Inc February 2002 - June 2007
Skills
Customer Service, Inventory Management, Customer Satisfaction, Automotive, Microsoft Office, Sales, Microsoft Excel, Team Building, Vehicles, Purchasing, Sales Management, Inventory Control, Process Improvement, Microsoft Word, Retail, Operations Management, Outlook, Data Entry, Time Management, Human Resources, Call Centers, Customer Experience, Leadership, Management, Performance Management, Banking, Budgets, Coaching, Customer Retention, Hiring, Process Scheduler, Recruiting, Team Leadership, Teamwork, Training, Troubleshooting
Education
California State University-Chico 2004 — 2012
Bachelor of Arts (B.A.), Social Sciences
Riverside Community College 1998 — 2003
Associate's degree, General Studies, 2.7
Brian Koopowitz Brian Koopowitz's Bank of America Experience October 2011 - September 2012
Job Loan Servicing Specialist
Industry Banking
Experience
Wells Fargo Commercial Mortgage June 2013 - Present
Bank of America October 2011 - September 2012
Skills
Investments, Customer Service, Stocks, Options, Banking, Time Management, Portfolio Management
Education
California State University-Chico 2006 — 2011
Bachelor of Science, Business Administration with Finance
Wells Fargo Commercial Mortgage June 2013 - Present
Bank of America October 2011 - September 2012
Skills
Investments, Customer Service, Stocks, Options, Banking, Time Management, Portfolio Management
Education
California State University-Chico 2006 — 2011
Bachelor of Science, Business Administration with Finance
Karyssa Polli Karyssa Polli's Bank of America Experience May 2012 - July 2015
Job Event Management
Industry Hospital & Health Care
Experience
"Wings of Eagles" July 2015 - Present
Bank of America May 2012 - July 2015
Crunch Fitness 2010 - 2012
Crunch Fitness 2010 - 2012
Skills
Leadership, Sales, Customer Service, Microsoft Office, Management, Microsoft Excel, Team Building, Training, Microsoft Word, Research, PowerPoint, Photoshop, Public Speaking, Social Networking, Social Media, Event Planning
Education
California State University-Chico 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Event Management
"Wings of Eagles" July 2015 - Present
Bank of America May 2012 - July 2015
Crunch Fitness 2010 - 2012
Crunch Fitness 2010 - 2012
Skills
Leadership, Sales, Customer Service, Microsoft Office, Management, Microsoft Excel, Team Building, Training, Microsoft Word, Research, PowerPoint, Photoshop, Public Speaking, Social Networking, Social Media, Event Planning
Education
California State University-Chico 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Event Management
Cynthia Arteaga Sodari Cynthia Arteaga Sodari's Bank of America Experience May 1996 - June 1999
Job
Industry Government Administration
Experience
First 5 Yuba September 2012 - Present
Yuba County Administrator's Office October 2011 - September 2012
Blue Shield of California October 2004 - January 2010
Del Norte Clinics, Inc. July 2003 - October 2004
Chico Chamber of Commerce January 2003 - May 2003
Catalyst Domestic Violence Services August 2001 - January 2002
Arcadia Financial Management August 2000 - August 2001
Bank of America May 1996 - June 1999
Skills
Customer Service, Project Management, Health Insurance, Strategic Planning, Cross-functional Team..., Account Management, Sales Management, Event Planning, Organizational..., Marketing, Social Media, Marketing Communications, Process Improvement, Management, Budgets, Healthcare, Community Outreach, Proposal Writing, Fundraising, Newsletters, Contract Negotiation, Project Planning, Sales
Education
California State University-Chico 1998 — 2003
Bachelors of Art, Organizational Communication, Minor Business Administration
Yuba Community College 1996 — 1998
General Business
First 5 Yuba September 2012 - Present
Yuba County Administrator's Office October 2011 - September 2012
Blue Shield of California October 2004 - January 2010
Del Norte Clinics, Inc. July 2003 - October 2004
Chico Chamber of Commerce January 2003 - May 2003
Catalyst Domestic Violence Services August 2001 - January 2002
Arcadia Financial Management August 2000 - August 2001
Bank of America May 1996 - June 1999
Skills
Customer Service, Project Management, Health Insurance, Strategic Planning, Cross-functional Team..., Account Management, Sales Management, Event Planning, Organizational..., Marketing, Social Media, Marketing Communications, Process Improvement, Management, Budgets, Healthcare, Community Outreach, Proposal Writing, Fundraising, Newsletters, Contract Negotiation, Project Planning, Sales
Education
California State University-Chico 1998 — 2003
Bachelors of Art, Organizational Communication, Minor Business Administration
Yuba Community College 1996 — 1998
General Business
Amy Link Amy Link's Bank of America Experience July 2005 - July 2007
Job Management Trainee at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car September 2011 - Present
Bidwell Physical Therapy March 2009 - December 2010
Bank of America July 2005 - July 2007
Skills
•Proficient in..., •Strong organizational..., •Adaptive team player, •Practiced in conflict..., •Top sales performer, •Positive and...
Education
California State University-Chico 2008 — 2010
Bachelor's degree, Exercise Physiology
Enterprise Rent-A-Car September 2011 - Present
Bidwell Physical Therapy March 2009 - December 2010
Bank of America July 2005 - July 2007
Skills
•Proficient in..., •Strong organizational..., •Adaptive team player, •Practiced in conflict..., •Top sales performer, •Positive and...
Education
California State University-Chico 2008 — 2010
Bachelor's degree, Exercise Physiology
Diane Barrett's Bank of America Experience September 1978 - September 2001
Job Health Coach, Take Shape For Life
Industry Health, Wellness and Fitness
Experience
Take Shape For Life June 2011 - Present
Mama's House 2013 - 2014
The Patti Gribow Show 2007 - 2009
Olive Crest October 2004 - April 2006
Pepperdine University November 2001 - June 2003
Bank of America September 1978 - September 2001
Skills
Wellness Coaching, Wellness, Weight, Nutrition, Fitness, Nutritional Counseling, Weight Management, Lifestyle, Public Speaking, Team Leadership, Nutrition Education, Coaching, Prevention, Small Business, Health Education, Personal Development, Stress Management, Clinical Nutrition, Chronic Illness, Weight Loss Coaching, Diabetes, Sports Nutrition, Entrepreneurship, Healthcare, Healing, Network Marketing, Functional Training, Corporations, Leadership Development, Advertising, Detoxification, Medical Nutrition..., Strength Training, Weight Training, Behavior Change, Home Based Business, Health Promotion, Sports, Life Coaching, Social Networking, Stretching, Pain Management, Motivational Speaking, Stress
Education
CSU Chico 1974 — 1978
3 years completed, Nutrition Sciences
Take Shape For Life June 2011 - Present
Mama's House 2013 - 2014
The Patti Gribow Show 2007 - 2009
Olive Crest October 2004 - April 2006
Pepperdine University November 2001 - June 2003
Bank of America September 1978 - September 2001
Skills
Wellness Coaching, Wellness, Weight, Nutrition, Fitness, Nutritional Counseling, Weight Management, Lifestyle, Public Speaking, Team Leadership, Nutrition Education, Coaching, Prevention, Small Business, Health Education, Personal Development, Stress Management, Clinical Nutrition, Chronic Illness, Weight Loss Coaching, Diabetes, Sports Nutrition, Entrepreneurship, Healthcare, Healing, Network Marketing, Functional Training, Corporations, Leadership Development, Advertising, Detoxification, Medical Nutrition..., Strength Training, Weight Training, Behavior Change, Home Based Business, Health Promotion, Sports, Life Coaching, Social Networking, Stretching, Pain Management, Motivational Speaking, Stress
Education
CSU Chico 1974 — 1978
3 years completed, Nutrition Sciences
Carol Danforth Futterer Carol Danforth Futterer's Bank of America Experience 1998 - 2004
Job Real Estate Agent at Century 21 Discovery Fullerton CA
Industry Financial Services
Experience
Century 21 Discovery Fullerton CA June 2012 - Present
Experian 2005 - 2011
Bank of America 1998 - 2004
Bank of America 1996 - 1998
Bank of America 1993 - 1996
Bank of America 1990 - 1993
Bank of America 1988 - 1990
Bank of America 1986 - 1988
Skills
Marketing, Project Management, Business Analysis, Coaching, Management, Business Development, Business Strategy, Strategy, Integration, Business Planning, Training, Leadership, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Sales, Program Management, Human Resources, Team Building, New Business Development, Banking, Risk Management, CRM
Education
California State University-Chico
Bachelor of Arts, Social Science / Economics
University of Washington
Graduate Degree, Banking (3-year program), Highest Honors
Century 21 Discovery Fullerton CA June 2012 - Present
Experian 2005 - 2011
Bank of America 1998 - 2004
Bank of America 1996 - 1998
Bank of America 1993 - 1996
Bank of America 1990 - 1993
Bank of America 1988 - 1990
Bank of America 1986 - 1988
Skills
Marketing, Project Management, Business Analysis, Coaching, Management, Business Development, Business Strategy, Strategy, Integration, Business Planning, Training, Leadership, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Sales, Program Management, Human Resources, Team Building, New Business Development, Banking, Risk Management, CRM
Education
California State University-Chico
Bachelor of Arts, Social Science / Economics
University of Washington
Graduate Degree, Banking (3-year program), Highest Honors
Dan Holstrom Dan Holstrom's Bank of America Experience October 2010 - May 2011
Job Principal at my own consulting company
Industry Financial Services
Experience
My own consulting company September 2014 - Present
ACI Worldwide June 2013 - August 2014
Citi August 2011 - June 2013
Bank of America October 2010 - May 2011
Wachovia, A Wells Fargo Company 1999 - 2010
Wachvoia Bank 1999 - 2008
Bank of New York Mellon 1997 - 1999
Skills
Marketing, Financial Services, Retail Banking, Integration, Product Management, Leadership, International Trade, Supply Chain, New Business Development, Sales, Banking, Business Analysis, Letters of Credit, Cash Management, Management, Product Development, Trading, Capital Markets, Risk Management, Financial Analysis
Education
California State University-Chico 1974 — 1976
BA, Business - Psychology
American College of Switzerland 1968 — 1969
AA, Physics and Psychology
My own consulting company September 2014 - Present
ACI Worldwide June 2013 - August 2014
Citi August 2011 - June 2013
Bank of America October 2010 - May 2011
Wachovia, A Wells Fargo Company 1999 - 2010
Wachvoia Bank 1999 - 2008
Bank of New York Mellon 1997 - 1999
Skills
Marketing, Financial Services, Retail Banking, Integration, Product Management, Leadership, International Trade, Supply Chain, New Business Development, Sales, Banking, Business Analysis, Letters of Credit, Cash Management, Management, Product Development, Trading, Capital Markets, Risk Management, Financial Analysis
Education
California State University-Chico 1974 — 1976
BA, Business - Psychology
American College of Switzerland 1968 — 1969
AA, Physics and Psychology
Jennifer Lynne Jenny Jennifer Lynne Jenny's Bank of America Experience May 2005 - May 2006
Job Marketing Manager, Retail National Accounts at McKesson
Industry Marketing and Advertising
Experience
McKesson August 2012 - Present
McKesson June 2010 - August 2012
McKesson January 2009 - June 2010
Morgan Stanley July 2006 - December 2008
Bank of America May 2005 - May 2006
Wells Fargo August 2002 - May 2005
McKesson March 2001 - August 2002
Bank of America September 1997 - March 2001
Skills
Strategy, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Brand Management, Sales, Public Relations, Business Intelligence, Direct Mail, Retail, Investments, Sponsorship, Market Research, Product Marketing
Education
California State University-Chico
BA, Sociology
McKesson August 2012 - Present
McKesson June 2010 - August 2012
McKesson January 2009 - June 2010
Morgan Stanley July 2006 - December 2008
Bank of America May 2005 - May 2006
Wells Fargo August 2002 - May 2005
McKesson March 2001 - August 2002
Bank of America September 1997 - March 2001
Skills
Strategy, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Brand Management, Sales, Public Relations, Business Intelligence, Direct Mail, Retail, Investments, Sponsorship, Market Research, Product Marketing
Education
California State University-Chico
BA, Sociology
Larry Imperiale Larry Imperiale's Bank of America Experience February 2000 - Present
Job
Industry Computer Software
Experience
Bank of America February 2000 - Present
Columbine JDS February 1994 - September 1996
SalePoint Inc. May 1987 - December 1993
Mainstreet Systems Corp June 1984 - December 1986
Triad Systems Corp September 1980 - May 1984
Skills
JavaScript, C++, JSP, C, Java, Assembler, Retail, Analytics, E-commerce, Software Development, SQL, Agile Methodologies, HTML, CSS, Linux, Tealeaf, Compuware Vantage, Splunk, SDLC, Requirements Analysis, SharePoint, Microsoft SQL Server, Business Analysis, Project Management, Software Design, Software Project..., Spring, Management, XML, AJAX, Vendor Management, Enterprise Software, SaaS, Business Intelligence, Enterprise Architecture, Cloud Computing, Integration, Leadership, Professional Services, Product Management, Start-ups, Databases, CRM, Oracle, Disaster Recovery, Security, Web Applications, Analytique
Education
San Diego State University-California State University 1984 — 1987
MBA, Management
California State University-Chico 1976 — 1980
BS, Computer Science, Math minor
Bank of America February 2000 - Present
Columbine JDS February 1994 - September 1996
SalePoint Inc. May 1987 - December 1993
Mainstreet Systems Corp June 1984 - December 1986
Triad Systems Corp September 1980 - May 1984
Skills
JavaScript, C++, JSP, C, Java, Assembler, Retail, Analytics, E-commerce, Software Development, SQL, Agile Methodologies, HTML, CSS, Linux, Tealeaf, Compuware Vantage, Splunk, SDLC, Requirements Analysis, SharePoint, Microsoft SQL Server, Business Analysis, Project Management, Software Design, Software Project..., Spring, Management, XML, AJAX, Vendor Management, Enterprise Software, SaaS, Business Intelligence, Enterprise Architecture, Cloud Computing, Integration, Leadership, Professional Services, Product Management, Start-ups, Databases, CRM, Oracle, Disaster Recovery, Security, Web Applications, Analytique
Education
San Diego State University-California State University 1984 — 1987
MBA, Management
California State University-Chico 1976 — 1980
BS, Computer Science, Math minor
Matt Synhorst Matt Synhorst's Bank of America Experience December 2010 - March 2013
Job Broker Associate at West Coast Mortgage Group
Industry Real Estate
Experience
Welcome Home Realty January 2014 - Present
West Coast Mortgage Group January 2014 - Present
W.J. Bradley Mortgage Capital, LLC April 2013 - December 2013
Bank of America December 2010 - March 2013
Yuba County Probation December 2008 - December 2010
2M Associates January 2006 - June 2008
Ameriquest Mortgage July 2005 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Loans, Loan Origination, Mortgage Lending, Real Estate, FHA, Refinance, Sales, Investment Properties, Banking, Mortgage Banking
Education
CSU Chico 1999 — 2000
Bachelor of Science (BS), Economics
CSU Chico 1999 — 2000
Minor, Business Administration and Management, General
Christian Brothers High School 1991 — 1995
Welcome Home Realty January 2014 - Present
West Coast Mortgage Group January 2014 - Present
W.J. Bradley Mortgage Capital, LLC April 2013 - December 2013
Bank of America December 2010 - March 2013
Yuba County Probation December 2008 - December 2010
2M Associates January 2006 - June 2008
Ameriquest Mortgage July 2005 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Loans, Loan Origination, Mortgage Lending, Real Estate, FHA, Refinance, Sales, Investment Properties, Banking, Mortgage Banking
Education
CSU Chico 1999 — 2000
Bachelor of Science (BS), Economics
CSU Chico 1999 — 2000
Minor, Business Administration and Management, General
Christian Brothers High School 1991 — 1995
Andrew Carle Andrew Carle's Bank of America Experience 2012 - 2012
Job Business Professional
Industry Internet
Experience
AirX Utility Surveryors December 2014 - July 2015
Union Bank April 2013 - December 2014
Union Bank April 2013 - September 2013
Heavenly Mountain Resort December 2011 - March 2012
Bank of America 2012 - 2012
Gold Harvest Macro Solutions April 2006 - November 2010
Skills
Customer Service, Computer Operations, Microsoft Office, Type at 70 KPM, Oral & Written..., Computer Assembly, Team Management, Direct Sales, Marketing Strategy, E-commerce SEO, Web Design, SAP, QuickBooks, Team Building, Project Management, Financial Accounting, Business Ethics, Website Promotion, Website Updating
Education
CSU Chico 2007 — 2010
Bachelor's degree, Entrepreneurial and Small Business Operations, 3.5 GPA
AirX Utility Surveryors December 2014 - July 2015
Union Bank April 2013 - December 2014
Union Bank April 2013 - September 2013
Heavenly Mountain Resort December 2011 - March 2012
Bank of America 2012 - 2012
Gold Harvest Macro Solutions April 2006 - November 2010
Skills
Customer Service, Computer Operations, Microsoft Office, Type at 70 KPM, Oral & Written..., Computer Assembly, Team Management, Direct Sales, Marketing Strategy, E-commerce SEO, Web Design, SAP, QuickBooks, Team Building, Project Management, Financial Accounting, Business Ethics, Website Promotion, Website Updating
Education
CSU Chico 2007 — 2010
Bachelor's degree, Entrepreneurial and Small Business Operations, 3.5 GPA
Jay Jacobs Jay Jacobs's Bank of America Experience November 1991 - October 2004
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank NMLSR ID: 289157
Industry Banking
Experience
Wells Fargo Private Mortgage Bank March 2015 - Present
OnQ Financial July 2010 - March 2015
Pacfic Coast Lending October 2008 - July 2010
Wells Fargo Home Mortgage October 2004 - January 2008
Bank of America November 1991 - October 2004
Norwest Financial 1985 - 1991
Skills
Recruiting, New Hire Training, Mentoring New Hires, Staff Development, New Business Development, Coaching, Follow-up Sales Activity, Mortgage Lending, Loans, First Time Home Buyers, Refinance, Investment Properties, Referrals, FHA, Mortgage Marketing, Finance, Real Estate, Residential Homes, Investments, Loan Origination, REO, Foreclosures
Education
California State University-Chico
Bachelor’s Degree, Business Administration
Wells Fargo Private Mortgage Bank March 2015 - Present
OnQ Financial July 2010 - March 2015
Pacfic Coast Lending October 2008 - July 2010
Wells Fargo Home Mortgage October 2004 - January 2008
Bank of America November 1991 - October 2004
Norwest Financial 1985 - 1991
Skills
Recruiting, New Hire Training, Mentoring New Hires, Staff Development, New Business Development, Coaching, Follow-up Sales Activity, Mortgage Lending, Loans, First Time Home Buyers, Refinance, Investment Properties, Referrals, FHA, Mortgage Marketing, Finance, Real Estate, Residential Homes, Investments, Loan Origination, REO, Foreclosures
Education
California State University-Chico
Bachelor’s Degree, Business Administration
Alphonso Cosby Alphonso Cosby's Bank of America Experience October 2009 - Present
Job VP Banking Center Manager III at Bank of America
Industry Banking
Experience
Bank of America October 2009 - Present
Wells Fargo Bank December 2005 - October 2009
Skills
Banking, Commercial Banking, Cross Selling, Coaching, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service
Education
CSU Sacramento 2002 — 2006
Bachelor of Arts, Psychology
CSU Chico
Bank of America October 2009 - Present
Wells Fargo Bank December 2005 - October 2009
Skills
Banking, Commercial Banking, Cross Selling, Coaching, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service
Education
CSU Sacramento 2002 — 2006
Bachelor of Arts, Psychology
CSU Chico
David Emanuel's Bank of America Experience April 2008 - December 2008
Job Consultant at BursonMarsteller
Industry Public Relations and Communications
Experience
Burson-Marsteller January 2014 - Present
Emanate PR May 2010 - Present
US Small Business Administration February 2009 - June 2010
Bank of America April 2008 - December 2008
Bank of America January 2007 - March 2008
Wells Fargo Consumer Credit Group November 2005 - December 2006
ATHENS 2004 Olympic Torch Relay January 2003 - October 2004
Panasas February 2002 - December 2002
AltaVista Company May 1999 - January 2002
Ketchum Public Relations October 1996 - May 1999
Skills
Public Relations, Spokesperson Training, Strategic Counsel, Integrated Marketing, Corporate Communications, Media Relations, Crisis Communications, Internal Communications, Strategic Communications, Marketing Communications, Executive Communications, Writing, Event Planning, Community Relations, Message Development, Corporate Social..., Reputation Management, Digital Strategy, Brand Management, Digital Media, Community Development, Publicity, Press Releases, Communication Training, Spokesperson, Content Development
Education
California State University-Chico 1983 — 1987
Burson-Marsteller January 2014 - Present
Emanate PR May 2010 - Present
US Small Business Administration February 2009 - June 2010
Bank of America April 2008 - December 2008
Bank of America January 2007 - March 2008
Wells Fargo Consumer Credit Group November 2005 - December 2006
ATHENS 2004 Olympic Torch Relay January 2003 - October 2004
Panasas February 2002 - December 2002
AltaVista Company May 1999 - January 2002
Ketchum Public Relations October 1996 - May 1999
Skills
Public Relations, Spokesperson Training, Strategic Counsel, Integrated Marketing, Corporate Communications, Media Relations, Crisis Communications, Internal Communications, Strategic Communications, Marketing Communications, Executive Communications, Writing, Event Planning, Community Relations, Message Development, Corporate Social..., Reputation Management, Digital Strategy, Brand Management, Digital Media, Community Development, Publicity, Press Releases, Communication Training, Spokesperson, Content Development
Education
California State University-Chico 1983 — 1987
Raymond Schachle's Bank of America Experience 1996 - 1999
Job Payments and Financial Technology
Industry Internet
Experience
First Data Corporation 2014 - Present
Visa 2012 - 2014
Wells Fargo Merchant Services 2011 - 2012
Startup 2010 - 2010
Yodlee 2007 - 2010
Wells Fargo and Company 1999 - 2005
Bank of America 1996 - 1999
IRI 1992 - 1996
US Air Force 1987 - 1990
Skills
Payments, ACH, Mobile Payments, Merchant Services, E-commerce, Deposits, E-payments, Product Management, SaaS, Pricing, Profitability Analysis, Payment Processing, Electronic Payments, Credit Cards, Enterprise Software, Financial Services, Management, Payment Card Processing, Product Lifecycle..., Program Management, Start-ups, CRM
Education
San Francisco State University 1993 — 1996
MA Economics, Econometrics and Finance
California State University-Chico 1990 — 1992
BA Economics
Washington State University
First Data Corporation 2014 - Present
Visa 2012 - 2014
Wells Fargo Merchant Services 2011 - 2012
Startup 2010 - 2010
Yodlee 2007 - 2010
Wells Fargo and Company 1999 - 2005
Bank of America 1996 - 1999
IRI 1992 - 1996
US Air Force 1987 - 1990
Skills
Payments, ACH, Mobile Payments, Merchant Services, E-commerce, Deposits, E-payments, Product Management, SaaS, Pricing, Profitability Analysis, Payment Processing, Electronic Payments, Credit Cards, Enterprise Software, Financial Services, Management, Payment Card Processing, Product Lifecycle..., Program Management, Start-ups, CRM
Education
San Francisco State University 1993 — 1996
MA Economics, Econometrics and Finance
California State University-Chico 1990 — 1992
BA Economics
Washington State University
Gary Gonsalves's Bank of America Experience 2004 - 2009
Job
Industry Banking
Experience
Union Bank May 2013 - Present
Citi 2010 - 2013
Bank of America 2004 - 2009
Visa 2003 - 2004
Cal Fed 1996 - 2002
Education
California State University-Chico 1989 — 1993
BS, Business
Union Bank May 2013 - Present
Citi 2010 - 2013
Bank of America 2004 - 2009
Visa 2003 - 2004
Cal Fed 1996 - 2002
Education
California State University-Chico 1989 — 1993
BS, Business
Gene Kuehnis's Bank of America Experience February 2009 - April 2013
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
FIRST CAL MORTGAGE April 2013 - Present
Bank of America February 2009 - April 2013
Kuehnis Insurance Agency May 2008 - February 2009
E-Loan 2002 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Refinance, Residential Mortgages, Finance, Banking, Mortgage Marketing, Management, VA Loans, Sales, USDA, Underwriting, FHA financing, Leadership, Insurance, Consumer Lending
Education
San Jose State University 1961 — 1965
BACHELOR OF SCIENCE, Business Administration and Management, General
California State University-Chico 1960 — 1961
BACHELOR, BUSINESS
FIRST CAL MORTGAGE April 2013 - Present
Bank of America February 2009 - April 2013
Kuehnis Insurance Agency May 2008 - February 2009
E-Loan 2002 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Refinance, Residential Mortgages, Finance, Banking, Mortgage Marketing, Management, VA Loans, Sales, USDA, Underwriting, FHA financing, Leadership, Insurance, Consumer Lending
Education
San Jose State University 1961 — 1965
BACHELOR OF SCIENCE, Business Administration and Management, General
California State University-Chico 1960 — 1961
BACHELOR, BUSINESS
Ellie Kalenda's Bank of America Experience September 1991 - June 1995
Job Program Manager, Office of the CIO at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Charles Schwab January 2011 - 2014
Charles Schwab & Co., Inc. January 2007 - January 2011
Charles Schwab September 2004 - January 2007
Charles Schwab September 1998 - September 2004
Charles Schwab July 1995 - September 1998
Bank of America September 1991 - June 1995
Education
California State University-Chico 1993 — 1995
Bachelor of Science (BS), Business, Human Resource Management
Charles Schwab 2014 - Present
Charles Schwab January 2011 - 2014
Charles Schwab & Co., Inc. January 2007 - January 2011
Charles Schwab September 2004 - January 2007
Charles Schwab September 1998 - September 2004
Charles Schwab July 1995 - September 1998
Bank of America September 1991 - June 1995
Education
California State University-Chico 1993 — 1995
Bachelor of Science (BS), Business, Human Resource Management
Willow Emrys's Bank of America Experience 2005 - 2006
Job AVP, Premier Client Manager at Bank of America
Industry Financial Services
Experience
Bank of America/Banc of America 2007 - Present
Smith Barney 2007 - 2007
Citibank 2006 - 2007
Bank of America 2005 - 2006
ADP 2005 - 2005
Skills
Financial Services, Investments
Education
California State University-Chico 2002 — 2004
Business Administration, Marketing
University of Washington 1999 — 2002
Bank of America/Banc of America 2007 - Present
Smith Barney 2007 - 2007
Citibank 2006 - 2007
Bank of America 2005 - 2006
ADP 2005 - 2005
Skills
Financial Services, Investments
Education
California State University-Chico 2002 — 2004
Business Administration, Marketing
University of Washington 1999 — 2002
Jenny Mosley's Bank of America Experience May 1994 - October 1997
Job Sr. Business Writer at AAA Northern California, Nevada & Utah
Industry Writing and Editing
Experience
Mosley Communications October 1997 - Present
AAA Northern California, Nevada & Utah July 2013 - June 2014
Wells Fargo Bank September 2009 - June 2012
Chevron 2007 - 2008
Greater Bay Bancorp 2005 - 2007
Irwin Home Equity 2005 - 2005
Bank of America May 1994 - October 1997
Skills
Technical Writing, Marketing Communications, Editing, Corporate Communications, Internal Communications, Copywriting, Process Improvement, Management, Leadership, Press Releases, Marketing, Strategy, Newsletters, Copy Editing, Strategic Communications, Web Content Management, Content Management, Public Speaking, Project Management, Advertising, Research, Time Management, Blogging, Social Networking
Education
California State University-Chico 1981 — 1985
BA, Communications, Public Relations and Journalism
Mosley Communications October 1997 - Present
AAA Northern California, Nevada & Utah July 2013 - June 2014
Wells Fargo Bank September 2009 - June 2012
Chevron 2007 - 2008
Greater Bay Bancorp 2005 - 2007
Irwin Home Equity 2005 - 2005
Bank of America May 1994 - October 1997
Skills
Technical Writing, Marketing Communications, Editing, Corporate Communications, Internal Communications, Copywriting, Process Improvement, Management, Leadership, Press Releases, Marketing, Strategy, Newsletters, Copy Editing, Strategic Communications, Web Content Management, Content Management, Public Speaking, Project Management, Advertising, Research, Time Management, Blogging, Social Networking
Education
California State University-Chico 1981 — 1985
BA, Communications, Public Relations and Journalism
David Caraway's Bank of America Experience July 2002 - June 2010
Job Financial Services Advisory at Ernst & Young
Industry Investment Management
Experience
Ernst & Young January 2013 - Present
John Hancock Financial Services September 2012 - January 2013
Ameriprise Financial June 2010 - July 2012
Bank of America July 2002 - June 2010
PwC Consulting July 1996 - June 2002
Skills
Asset Management, Mutual Funds, Middle Office, Back Office, Project Portfolio..., Operational Risk..., Application Development, Application Management, Production Support, Enterprise Integration, MBA, MBA Finance, PMP, Scrum, Consulting, Asset Managment, Application Lifecycle..., Vendor Management, Enterprise Software, Software Development, SDLC, Program Management, Integration, Mergers & Acquisitions, ITIL, Management, Leadership, Financial Services, Governance, PMO, Business Process, Requirements Gathering, IT Management, Risk Management, Outsourcing, Business Analysis, IT Strategy, Information Technology, Business Requirements, Business Process..., Portfolio Management, Project Delivery, Business Intelligence, Enterprise Architecture, Fixed Income, Banking, Business Process...
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Corporate Finance
California State University-Chico 1991 — 1996
BS, Business Admin - Mgmt Information Systems
Ernst & Young January 2013 - Present
John Hancock Financial Services September 2012 - January 2013
Ameriprise Financial June 2010 - July 2012
Bank of America July 2002 - June 2010
PwC Consulting July 1996 - June 2002
Skills
Asset Management, Mutual Funds, Middle Office, Back Office, Project Portfolio..., Operational Risk..., Application Development, Application Management, Production Support, Enterprise Integration, MBA, MBA Finance, PMP, Scrum, Consulting, Asset Managment, Application Lifecycle..., Vendor Management, Enterprise Software, Software Development, SDLC, Program Management, Integration, Mergers & Acquisitions, ITIL, Management, Leadership, Financial Services, Governance, PMO, Business Process, Requirements Gathering, IT Management, Risk Management, Outsourcing, Business Analysis, IT Strategy, Information Technology, Business Requirements, Business Process..., Portfolio Management, Project Delivery, Business Intelligence, Enterprise Architecture, Fixed Income, Banking, Business Process...
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Corporate Finance
California State University-Chico 1991 — 1996
BS, Business Admin - Mgmt Information Systems
Leonard Incristo's Bank of America Experience 1990 - 1995
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Lassen Technology Consulting 2002 - 2010
Bank of America 1990 - 1995
Skills
SQL
Education
California State University-Chico 1979 — 1981
Lassen Technology Consulting 2002 - 2010
Bank of America 1990 - 1995
Skills
SQL
Education
California State University-Chico 1979 — 1981
Manmeet Gill's Bank of America Experience March 2000 - November 2007
Job System Engineer at Sutter Health
Industry Information Technology and Services
Experience
Sutter Health January 2010 - Present
IBM January 2009 - January 2010
Healthnet Inc January 2009 - 2010
Sutter Connect May 2008 - September 2008
Bank of America March 2000 - November 2007
Skills
Disaster Recovery, Data Center, Unix, Virtualization, SDLC, Visio, Active Directory, Enterprise Architecture, VMware, Servers, ITIL, IT Management, SQL, IT Service Management, Windows Server, IT Operations, IT Strategy, Software Project..., Network Security, Incident Management, IT Infrastructure..., IT Operations Management, Systems Engineering, IIS
Education
California State University-Chico 2002 — 2004
MS, Computer Science
Sutter Health January 2010 - Present
IBM January 2009 - January 2010
Healthnet Inc January 2009 - 2010
Sutter Connect May 2008 - September 2008
Bank of America March 2000 - November 2007
Skills
Disaster Recovery, Data Center, Unix, Virtualization, SDLC, Visio, Active Directory, Enterprise Architecture, VMware, Servers, ITIL, IT Management, SQL, IT Service Management, Windows Server, IT Operations, IT Strategy, Software Project..., Network Security, Incident Management, IT Infrastructure..., IT Operations Management, Systems Engineering, IIS
Education
California State University-Chico 2002 — 2004
MS, Computer Science
Dave Cable's Bank of America Experience August 2014 - Present
Job Senior Vice President/ Home Equity Sales, Service and Existing Customer Credit Integration Executive at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
United Way California Capital Region July 2013 - Present
Bank of America November 2009 - July 2014
Bank of America January 2005 - November 2008
Bank of America 2005 - 2008
Bank of America January 2002 - December 2004
Bank of America 2002 - 2004
Bank of America January 2001 - January 2002
Bank of America January 1999 - January 2001
Bank of America January 1994 - January 1999
Skills
Management, Community Support, Personnel Management, Leadership, Multiple Sites, Multi-tasked, Highly Dedicated, Customer-focused Service, Organizational..., Process Design, Project Management, Six Sigma, Process Improvement, Loan Origination, Credit, Loans, Team Leadership, Portfolio Management, Strategic Planning, Banking, Mortgage Lending, Commercial Lending, Refinance, Call Centers, Program Management, Credit Analysis
Education
Golden Gate University 1989 — 1991
MBA, Finance
California State University-Chico 1980 — 1984
BS, Finance
Saint Ignatius College Preparatory 1976 — 1980
Bank of America August 2014 - Present
United Way California Capital Region July 2013 - Present
Bank of America November 2009 - July 2014
Bank of America January 2005 - November 2008
Bank of America 2005 - 2008
Bank of America January 2002 - December 2004
Bank of America 2002 - 2004
Bank of America January 2001 - January 2002
Bank of America January 1999 - January 2001
Bank of America January 1994 - January 1999
Skills
Management, Community Support, Personnel Management, Leadership, Multiple Sites, Multi-tasked, Highly Dedicated, Customer-focused Service, Organizational..., Process Design, Project Management, Six Sigma, Process Improvement, Loan Origination, Credit, Loans, Team Leadership, Portfolio Management, Strategic Planning, Banking, Mortgage Lending, Commercial Lending, Refinance, Call Centers, Program Management, Credit Analysis
Education
Golden Gate University 1989 — 1991
MBA, Finance
California State University-Chico 1980 — 1984
BS, Finance
Saint Ignatius College Preparatory 1976 — 1980
James Dennis McBride's Bank of America Experience September 1977 - September 1982
Job Partner at Duff Ackerman & Goodrich LLC
Industry Financial Services
Experience
Duff Ackerman & Goodrich LLC April 2006 - Present
CoveyOak Vineyards September 1993 - Present
Kelmscott Communications September 2001 - April 2006
International Asset Systems July 2000 - September 2001
Willis Lease Finance Corporation September 1997 - May 2000
Triton Container 1984 - 1997
Crocker National Bank September 1982 - April 1984
Bank of America September 1977 - September 1982
Skills
Private Equity, Corporate Development, Restructuring, IPO, Investor Relations, Finance, New Business Development, Venture Capital, Start-ups, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Risk Management, Business Planning, Investment Banking, Due Diligence, Valuation, M&A experience
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
California State University-Chico
Bachelor's degree, Business/Commerce, General
Duff Ackerman & Goodrich LLC April 2006 - Present
CoveyOak Vineyards September 1993 - Present
Kelmscott Communications September 2001 - April 2006
International Asset Systems July 2000 - September 2001
Willis Lease Finance Corporation September 1997 - May 2000
Triton Container 1984 - 1997
Crocker National Bank September 1982 - April 1984
Bank of America September 1977 - September 1982
Skills
Private Equity, Corporate Development, Restructuring, IPO, Investor Relations, Finance, New Business Development, Venture Capital, Start-ups, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Risk Management, Business Planning, Investment Banking, Due Diligence, Valuation, M&A experience
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
California State University-Chico
Bachelor's degree, Business/Commerce, General
Diane Elmendorf's Bank of America Experience 2008 - 2009
Job Experienced Technology Project Manager
Industry Information Technology and Services
Experience
Bank of America 2008 - 2009
Bank of America June 1987 - May 2005
Bank of America 1990 - 2001
Skills
Telecommunications, Data Center, Mergers, Disaster Recovery, Project Management, Project Portfolio..., IT Strategy, Business Analysis, Vendor Management, Servers, Project Planning, Mergers & Acquisitions, PMO, ITIL, Infrastructure, Process Improvement, Enterprise Architecture, Testing, Integration, PMP, IT Management, Requirements Analysis, MS Project, Visio, SharePoint, Leadership, Project Delivery, Outsourcing, IT Operations, Governance, Business Process, Business Process..., System Deployment, Service Delivery, IT Service Management, Business Continuity, Business Intelligence, Software Documentation, Software Project..., Requirements Gathering, Information Technology, IT Outsourcing, Enterprise Software, Release Management, Data Warehousing, Security, Incident Management, Program Management, Systems Analysis, Business Requirements
Education
California State University-Chico 1982 — 1987
BS, Management Information Systems
Bank of America 2008 - 2009
Bank of America June 1987 - May 2005
Bank of America 1990 - 2001
Skills
Telecommunications, Data Center, Mergers, Disaster Recovery, Project Management, Project Portfolio..., IT Strategy, Business Analysis, Vendor Management, Servers, Project Planning, Mergers & Acquisitions, PMO, ITIL, Infrastructure, Process Improvement, Enterprise Architecture, Testing, Integration, PMP, IT Management, Requirements Analysis, MS Project, Visio, SharePoint, Leadership, Project Delivery, Outsourcing, IT Operations, Governance, Business Process, Business Process..., System Deployment, Service Delivery, IT Service Management, Business Continuity, Business Intelligence, Software Documentation, Software Project..., Requirements Gathering, Information Technology, IT Outsourcing, Enterprise Software, Release Management, Data Warehousing, Security, Incident Management, Program Management, Systems Analysis, Business Requirements
Education
California State University-Chico 1982 — 1987
BS, Management Information Systems
Eric Nowak's Bank of America Experience March 2009 - March 2011
Job Account Executive at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC March 2014 - Present
GMAC Bank/ GreenTree Servicing March 2011 - March 2014
Bank of America March 2009 - March 2011
Green Point Mortgage -- a Division of Capital One Bank July 2007 - July 2008
GreenPoint Mortgage September 2005 - June 2007
GreenPoint Mortgage April 2003 - September 2005
Headlands Mortgage / GreenPoint Mortgage March 1999 - March 2003
Headlands Mortgage Company January 1998 - February 1999
Headlands Mortgage Company June 1997 - December 1997
Skills
Mortgage Lending, Customer Service, Loans, Mortgage Banking, FHA, Conventional, Refinance, Mortgage, USDA, Sales, VA loans, Management, Leadership, Loss Mitigation, Credit Analysis, Loan Servicing, Banking, Residential Mortgages, Certified Mortgage..., FHA financing, Consumer Lending, Mortgage Servicing, Reverse Mortgages, Construction Loans, Sales Management, Credit, Mortgage Underwriting, Underwriting, Government Loans, Loan Origination, Commercial Lending, Commercial Mortgages, Credit Risk, Funding, Real Estate, Wholesale Lending, Real Estate Financing, Commercial Banking, First Time Home Buyers, Home Equity Loans, Portfolio Management, Real Estate Economics, Small Business Lending, Financial Structuring, Finance, Relationship Management, Home Equity Lines of..., Cross Selling, Risk Management, Investment Properties
Education
California State University-Chico 1985 — 1988
B.A., Social Science
Saint Martin's University 1981 — 1984
A.A., Liberal Studies
New Penn Financial, LLC March 2014 - Present
GMAC Bank/ GreenTree Servicing March 2011 - March 2014
Bank of America March 2009 - March 2011
Green Point Mortgage -- a Division of Capital One Bank July 2007 - July 2008
GreenPoint Mortgage September 2005 - June 2007
GreenPoint Mortgage April 2003 - September 2005
Headlands Mortgage / GreenPoint Mortgage March 1999 - March 2003
Headlands Mortgage Company January 1998 - February 1999
Headlands Mortgage Company June 1997 - December 1997
Skills
Mortgage Lending, Customer Service, Loans, Mortgage Banking, FHA, Conventional, Refinance, Mortgage, USDA, Sales, VA loans, Management, Leadership, Loss Mitigation, Credit Analysis, Loan Servicing, Banking, Residential Mortgages, Certified Mortgage..., FHA financing, Consumer Lending, Mortgage Servicing, Reverse Mortgages, Construction Loans, Sales Management, Credit, Mortgage Underwriting, Underwriting, Government Loans, Loan Origination, Commercial Lending, Commercial Mortgages, Credit Risk, Funding, Real Estate, Wholesale Lending, Real Estate Financing, Commercial Banking, First Time Home Buyers, Home Equity Loans, Portfolio Management, Real Estate Economics, Small Business Lending, Financial Structuring, Finance, Relationship Management, Home Equity Lines of..., Cross Selling, Risk Management, Investment Properties
Education
California State University-Chico 1985 — 1988
B.A., Social Science
Saint Martin's University 1981 — 1984
A.A., Liberal Studies
Michele Anne's Bank of America Experience 2006 - 2007
Job
Industry Executive Office
Experience
Wells Fargo Bank March 2008 - Present
Bank of America 2006 - 2007
Banc of America Securities 2001 - 2006
Irell & Manella 1986 - 1989
Skills
Administrative Support, Microsoft Office 2003 &..., Calendars, Spreadsheets, Confidentiality, Data Entry, Project Coordination, Concur, Administrative..., Calendaring, Travel Arrangements, Office Administration, Outlook, Microsoft Office 2007, Graphs, Portfolio Management, Strategic Planning, Administrative..., Customer Service, Microsoft Office
Education
California State University-Chico
MA, Information & Communication
California State University-Chico
BA, Organizational Communication
Villanova University
Certificate, Fundamentals of Project Management
Wells Fargo Bank March 2008 - Present
Bank of America 2006 - 2007
Banc of America Securities 2001 - 2006
Irell & Manella 1986 - 1989
Skills
Administrative Support, Microsoft Office 2003 &..., Calendars, Spreadsheets, Confidentiality, Data Entry, Project Coordination, Concur, Administrative..., Calendaring, Travel Arrangements, Office Administration, Outlook, Microsoft Office 2007, Graphs, Portfolio Management, Strategic Planning, Administrative..., Customer Service, Microsoft Office
Education
California State University-Chico
MA, Information & Communication
California State University-Chico
BA, Organizational Communication
Villanova University
Certificate, Fundamentals of Project Management
Michelle Holcombe's Bank of America Experience 2000 - 2003
Job Banking Professional
Industry Banking
Experience
Bank of America 2000 - 2003
Education
California State University-Chico 2007 — 2011
Bank of America 2000 - 2003
Education
California State University-Chico 2007 — 2011
David Hanford's Bank of America Experience 2002 - 2006
Job Communications Manager, Enterprise Shared Services at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente - Enterprise Shared Services January 2014 - Present
Kaiser Permanente - PR and Communication September 2007 - December 2013
Bank of America 2002 - 2006
Bank of America 1999 - 2002
Bank of America 1997 - 1999
Bank of America 1982 - 1997
Skills
Internal Communications, Corporate Communications, Marketing Communications, Managerial Experience, Website Management, Product Management, Credit Risk, Commercial Banking, Microsoft Office, Project Management, Pricing, Financial Analysis, Customer Profitability, Commercial Lending, Management, Strategic Communications, Newsletters, Product Marketing, Strategy, Leadership, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
University of Oregon 1977 — 1979
B.S., Business Administration
California State University-Chico 1975 — 1977
Business
Kaiser Permanente - Enterprise Shared Services January 2014 - Present
Kaiser Permanente - PR and Communication September 2007 - December 2013
Bank of America 2002 - 2006
Bank of America 1999 - 2002
Bank of America 1997 - 1999
Bank of America 1982 - 1997
Skills
Internal Communications, Corporate Communications, Marketing Communications, Managerial Experience, Website Management, Product Management, Credit Risk, Commercial Banking, Microsoft Office, Project Management, Pricing, Financial Analysis, Customer Profitability, Commercial Lending, Management, Strategic Communications, Newsletters, Product Marketing, Strategy, Leadership, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
University of Oregon 1977 — 1979
B.S., Business Administration
California State University-Chico 1975 — 1977
Business
Jeff Skala's Bank of America Experience 1994 - Present
Job SVP Home Loans Manager, Bank of America Home Loans NMLS 1070159
Industry Financial Services
Experience
Bank of America 1994 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Mortgage Banking, Consumer Lending, Credit Analysis, Loan Origination, Portfolio Management, Risk Management, Small Business Lending, Relationship Management
Education
California State University-Chico
Bank of America 1994 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Mortgage Banking, Consumer Lending, Credit Analysis, Loan Origination, Portfolio Management, Risk Management, Small Business Lending, Relationship Management
Education
California State University-Chico
Sarika Gaikwad's Bank of America Experience March 2013 - Present
Job ....
Industry Information Technology and Services
Experience
Bank of America March 2013 - Present
Skills
Citrix, VMware, VMware ESX, Windows Server, DNS, Active Directory, Troubleshooting, DHCP, TCP/IP, CCNA, VMware Infrastructure, High Availability, Networking, Load Balancing, iSCSI, 2008 R2, App-V, Windows, CCNP, Terminal Server
Education
California State University-Chico 2007 — 2009
M.S., Electrical Engineering
University of Pune
B.E., Electronics and Telecommunication Engineering
Bank of America March 2013 - Present
Skills
Citrix, VMware, VMware ESX, Windows Server, DNS, Active Directory, Troubleshooting, DHCP, TCP/IP, CCNA, VMware Infrastructure, High Availability, Networking, Load Balancing, iSCSI, 2008 R2, App-V, Windows, CCNP, Terminal Server
Education
California State University-Chico 2007 — 2009
M.S., Electrical Engineering
University of Pune
B.E., Electronics and Telecommunication Engineering
Jason VanBuskirk's Bank of America Experience June 2012 - January 2013
Job Point of Sale Specialist at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores October 2006 - Present
Bank of America June 2012 - January 2013
Taco Bell January 2001 - June 2006
Skills
Sports, Merchandising, Retail, POS, Inventory Management, Customer Service, Sales, Customer Satisfaction, Facebook, Data Entry, Social Media, Time Management, PowerPoint, Leadership, Microsoft Word, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel
Education
CSU Chico 2006 — 2008
Bachelor of Science (B.S.), Accounting Information Systems
California State University-Chico 2006 — 2008
Bachelor, Accounting Information Systems
Kohl's Department Stores October 2006 - Present
Bank of America June 2012 - January 2013
Taco Bell January 2001 - June 2006
Skills
Sports, Merchandising, Retail, POS, Inventory Management, Customer Service, Sales, Customer Satisfaction, Facebook, Data Entry, Social Media, Time Management, PowerPoint, Leadership, Microsoft Word, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel
Education
CSU Chico 2006 — 2008
Bachelor of Science (B.S.), Accounting Information Systems
California State University-Chico 2006 — 2008
Bachelor, Accounting Information Systems
Dennis A Mac Donneil's Bank of America Experience January 1979 - December 1984
Job President & CEO at Telesis Financial and Development, Inc.
Industry Hospitality
Experience
Lok Hospitality Finance and Acquisition Inc January 1996 - Present
Telesis Financial and Development, Inc. October 1985 - Present
Lok Group of Companies, Inc. 1996 - 2014
Imperail Savings, San Diego, CA January 1985 - October 1985
Bank of America January 1979 - December 1984
Bank of America January 1975 - December 1978
Skills
Hospitality Finance, Commercial Mortgages
Education
University of California, Riverside 1970 — 1972
Completed Coursework in Doctoral Program, Monetrary and International Economics
Southern Illinois University, Carbondale 1967 — 1968
Master of Arts (M.A.), Monetary Economics
CSU Chico 1961 — 1964
Bachelor of Arts (B.A.), Economics and German
Universität Wien / University of Vienna 1962 — 1963
Economics and German
Lok Hospitality Finance and Acquisition Inc January 1996 - Present
Telesis Financial and Development, Inc. October 1985 - Present
Lok Group of Companies, Inc. 1996 - 2014
Imperail Savings, San Diego, CA January 1985 - October 1985
Bank of America January 1979 - December 1984
Bank of America January 1975 - December 1978
Skills
Hospitality Finance, Commercial Mortgages
Education
University of California, Riverside 1970 — 1972
Completed Coursework in Doctoral Program, Monetrary and International Economics
Southern Illinois University, Carbondale 1967 — 1968
Master of Arts (M.A.), Monetary Economics
CSU Chico 1961 — 1964
Bachelor of Arts (B.A.), Economics and German
Universität Wien / University of Vienna 1962 — 1963
Economics and German
Amy Andresen's Bank of America Experience January 2007 - January 2008
Job Student at California State UniversityChico
Industry Human Resources
Experience
Valligent 2013 - Present
Bank of America January 2007 - January 2008
Skills
Banking, Customer Service, Finance, Financial Analysis, Retail Banking, Mortgage Banking, Consumer Lending
Education
California State University-Chico 2002 — 2008
Bachelor's degree, Human Resources Management
Valligent 2013 - Present
Bank of America January 2007 - January 2008
Skills
Banking, Customer Service, Finance, Financial Analysis, Retail Banking, Mortgage Banking, Consumer Lending
Education
California State University-Chico 2002 — 2008
Bachelor's degree, Human Resources Management
James Schuster's Bank of America Experience January 1988 - January 2000
Job Region Manager at U.S. Bancorp Investments, Inc and U.S. Bancorp Insurance Services, LLC
Industry Investment Management
Experience
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC December 2010 - Present
Chase Investments June 2004 - December 2010
Wells Fargo Private Client Services January 2000 - January 2004
Bank of America January 1988 - January 2000
Bank of America January 1988 - January 1990
Great Western Financial Securities January 1985 - January 1988
Education
California State University-Chico 1977 — 1980
Bachelor of Arts Degree, Political Science
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC December 2010 - Present
Chase Investments June 2004 - December 2010
Wells Fargo Private Client Services January 2000 - January 2004
Bank of America January 1988 - January 2000
Bank of America January 1988 - January 1990
Great Western Financial Securities January 1985 - January 1988
Education
California State University-Chico 1977 — 1980
Bachelor of Arts Degree, Political Science
Connie Plessas's Bank of America Experience November 1994 - May 1996
Job at Special Inspector General for the Troubled Assets Relief Program, U.S. Department of Treasury
Industry Financial Services
Experience
Office of the Special Inspector General for the Troubled Asset Relief Program April 2011 - Present
State of California - Bureau of Gambling Control, Department of Justice September 2010 - April 2011
California Gambling Control Commission February 2010 - June 2010
Provident Bank October 2002 - March 2004
AIG April 2000 - June 2002
PricewaterhouseCoopers May 1997 - April 2000
Bank of America November 1994 - May 1996
Bank of America February 1993 - October 1994
Bank of America September 1987 - January 1993
Skills
Internal Audit, Operational Risk..., Risk Assessment, Banking, Risk Management, Enterprise Risk..., Operational Risk, Internal Controls, Corporate Governance, Financial Services, COSO, Governance, Fraud, Basel II, Auditing, Financial Risk, Compliance, Risk
Education
University of Phoenix 2009 — 2010
Masters, Accounting
California State University-Chico
BS, Finance
Office of the Special Inspector General for the Troubled Asset Relief Program April 2011 - Present
State of California - Bureau of Gambling Control, Department of Justice September 2010 - April 2011
California Gambling Control Commission February 2010 - June 2010
Provident Bank October 2002 - March 2004
AIG April 2000 - June 2002
PricewaterhouseCoopers May 1997 - April 2000
Bank of America November 1994 - May 1996
Bank of America February 1993 - October 1994
Bank of America September 1987 - January 1993
Skills
Internal Audit, Operational Risk..., Risk Assessment, Banking, Risk Management, Enterprise Risk..., Operational Risk, Internal Controls, Corporate Governance, Financial Services, COSO, Governance, Fraud, Basel II, Auditing, Financial Risk, Compliance, Risk
Education
University of Phoenix 2009 — 2010
Masters, Accounting
California State University-Chico
BS, Finance
Debbie Gainey's Bank of America Experience February 2011 - Present
Job Senior Operations Project Consultant, Recon Trust Company, A Bank of America Company
Industry Information Technology and Services
Experience
Recon Trust Company - A Bank of America Company March 2013 - Present
Bank of America February 2011 - Present
Swiss Re Underwriters January 2000 - December 2008
Underwriters Reinsurance March 1988 - December 2000
Skills
Project Management, Vendor Management, Business Analysis, Databases, Process Improvement, Visio, SQL, Troubleshooting, Access, Photoshop, Microsoft SQL Server, Technical Writing, Analytics, Microsoft Office, SharePoint, Microsoft Excel, HTML, Integration, MS Project, Strategic Planning
Education
California State University-Chico 1978 — 1980
B.A., Journalism and Public Relations
Santa Clara University
Information Technology Leadership Program
Swiss Re Academy
BPPM – Best Practice Project Management - SDLC
Recon Trust Company - A Bank of America Company March 2013 - Present
Bank of America February 2011 - Present
Swiss Re Underwriters January 2000 - December 2008
Underwriters Reinsurance March 1988 - December 2000
Skills
Project Management, Vendor Management, Business Analysis, Databases, Process Improvement, Visio, SQL, Troubleshooting, Access, Photoshop, Microsoft SQL Server, Technical Writing, Analytics, Microsoft Office, SharePoint, Microsoft Excel, HTML, Integration, MS Project, Strategic Planning
Education
California State University-Chico 1978 — 1980
B.A., Journalism and Public Relations
Santa Clara University
Information Technology Leadership Program
Swiss Re Academy
BPPM – Best Practice Project Management - SDLC
Dennis Mac Donneil's Bank of America Experience June 1964 - July 1967
Job Vice President Finance & Development at Lok Group of Companies, Inc.
Industry Hospitality
Experience
Lok Group of Companies, Inc. PresidentTelesis Financial and Development, Inc.November 1985 - Present
Imperial Savings January 1985 - October 1985
Bank of America N. T. & S. A. July 1972 - December 1984
New England College September 1968 - June 1970
Bank of America June 1964 - July 1967
Education
University of California, Riverside 1970 — 1972
Monetary Economics
Southern Illinois University, Carbondale 1967 — 1968
M.A., Monetary Economics
California State University-Chico 1961 — 1964
A.B., Economics Major, German Minor
University of Vienna 1962 — 1963
Economics & German
Sierra College 1957 — 1959
A.A., Liberal Arts
Lok Group of Companies, Inc. PresidentTelesis Financial and Development, Inc.November 1985 - Present
Imperial Savings January 1985 - October 1985
Bank of America N. T. & S. A. July 1972 - December 1984
New England College September 1968 - June 1970
Bank of America June 1964 - July 1967
Education
University of California, Riverside 1970 — 1972
Monetary Economics
Southern Illinois University, Carbondale 1967 — 1968
M.A., Monetary Economics
California State University-Chico 1961 — 1964
A.B., Economics Major, German Minor
University of Vienna 1962 — 1963
Economics & German
Sierra College 1957 — 1959
A.A., Liberal Arts
Dennis Smith, MAI's Bank of America Experience February 1972 - August 1979
Job Owner, Smith Associates, Inc.
Industry Real Estate
Experience
Smith & Associates, Inc. August 1985 - Present
Bank of America February 1972 - August 1979
Skills
Commercial Real Estate, Appraisals, Valuation, Investors, Disposition, REO, Brokerage, Real Estate, Residential Homes, Investment Properties, Real Estate Development, Real Estate Economics, Location Intelligence, Tenant, Apartments, SFR, Real Property, Income Properties, Entitlements, Property Management, Foreclosures, Real Estate Financing, Condos, Rentals, Real Estate Transactions, Land Acquisition, Short Sales, Landlords, Corporate Real Estate, Single Family Homes, Property, Leases, Sellers, New Home Sales, Shopping Centers
Education
California State University-Chico 1966 — 1970
BA, Industrial Arts
Smith & Associates, Inc. August 1985 - Present
Bank of America February 1972 - August 1979
Skills
Commercial Real Estate, Appraisals, Valuation, Investors, Disposition, REO, Brokerage, Real Estate, Residential Homes, Investment Properties, Real Estate Development, Real Estate Economics, Location Intelligence, Tenant, Apartments, SFR, Real Property, Income Properties, Entitlements, Property Management, Foreclosures, Real Estate Financing, Condos, Rentals, Real Estate Transactions, Land Acquisition, Short Sales, Landlords, Corporate Real Estate, Single Family Homes, Property, Leases, Sellers, New Home Sales, Shopping Centers
Education
California State University-Chico 1966 — 1970
BA, Industrial Arts
Louise Macvaugh's Bank of America Experience 1981 - 1987
Job Office Manager at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates June 2005 - Present
Wakefield Group 2000 - 2005
Mitsui Nevitt Capital Corporation 1988 - 1992
Bank of America 1981 - 1987
Education
Heald College 1980 — 1981
Secretarial/Administrative, Graduated in top 2% of my class
UCLA 1979 — 1980
CSU Chico 1977 — 1979
Brookwood Associates June 2005 - Present
Wakefield Group 2000 - 2005
Mitsui Nevitt Capital Corporation 1988 - 1992
Bank of America 1981 - 1987
Education
Heald College 1980 — 1981
Secretarial/Administrative, Graduated in top 2% of my class
UCLA 1979 — 1980
CSU Chico 1977 — 1979
Lane Mcfadden's Bank of America Experience January 2004 - June 2007
Job Loan Officer Assistant at Partners Mortgage
Industry Financial Services
Experience
Partners Mortgage October 2012 - Present
Innerwork Mortgage September 2010 - October 2012
Sprint August 2008 - October 2010
Bank of America January 2004 - June 2007
Skills
FHA, Residential Mortgages, Loans, Mortgage Lending, Refinance, VA loans, Mortgage Banking, USDA
Education
California State University-Chico 2000 — 2004
Business Management
Partners Mortgage October 2012 - Present
Innerwork Mortgage September 2010 - October 2012
Sprint August 2008 - October 2010
Bank of America January 2004 - June 2007
Skills
FHA, Residential Mortgages, Loans, Mortgage Lending, Refinance, VA loans, Mortgage Banking, USDA
Education
California State University-Chico 2000 — 2004
Business Management
Matt Peyret's Bank of America Experience January 2004 - July 2006
Job Vice President, Commercial Loan Officer at First Northern Bank
Industry Banking
Experience
First Northern Bank December 2014 - Present
Umpqua Bank July 2006 - December 2014
Bank of America January 2004 - July 2006
Skills
Commercial Banking, Banking, Commercial Lending, Retail, Loans, Credit, Portfolio Management, Cash Management, Credit Risk, Risk Management, Small Business Lending, Sales Management, Strategic Planning, Credit Analysis, Investments, Financial Analysis, Financial Modeling, Treasury Management, Leadership, Retail Banking, Corporate Finance, Financial Services, Consumer Lending, Mortgage Lending, Underwriting, Customer Service, Marketing Strategy, Wealth Management, Management, Commercial Mortgages, Public Speaking, Coaching, Relationship Management, Loan Origination, Sales
Education
Pacific Coast Bankers School 2013 — 2015
Banking
CSU Chico 2002 — 2004
Bachelor's degree, Finance and Financial Management Services
First Northern Bank December 2014 - Present
Umpqua Bank July 2006 - December 2014
Bank of America January 2004 - July 2006
Skills
Commercial Banking, Banking, Commercial Lending, Retail, Loans, Credit, Portfolio Management, Cash Management, Credit Risk, Risk Management, Small Business Lending, Sales Management, Strategic Planning, Credit Analysis, Investments, Financial Analysis, Financial Modeling, Treasury Management, Leadership, Retail Banking, Corporate Finance, Financial Services, Consumer Lending, Mortgage Lending, Underwriting, Customer Service, Marketing Strategy, Wealth Management, Management, Commercial Mortgages, Public Speaking, Coaching, Relationship Management, Loan Origination, Sales
Education
Pacific Coast Bankers School 2013 — 2015
Banking
CSU Chico 2002 — 2004
Bachelor's degree, Finance and Financial Management Services
Chuck Nelsen's Bank of America Experience 1995 - 1999
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2000 - Present
Bank of America 1995 - 1999
Coopers & Lybran 1990 - 1995
Skills
Risk Management, Equity Derivatives, Accounting, Tax, Structuring, Structured Finance, Financial Structuring, Equities, Equity Capital Markets, Derivatives, Capital Markets, Hedge Funds, Alternative Investments, Securities, Financial Modeling, Structured Products, Valuation, Due Diligence, Investment Banking, Corporate Finance, Investments, Private Equity, Banking, Mergers, Financial Analysis, Fixed Income, Bloomberg, Prime Brokerage, Economics, Equity Research, Securities Regulation, Securitization, Asset Management, Options, Trading, Credit Derivatives, Financial Markets, Emerging Markets, Private Banking, Financial Regulation, Bonds, Securities Lending, Market Risk, Hedging, ETFs, Interest Rate..., Trading Systems, Swaps, Series 63
Education
California State University-Chico
Business Admin, Finance, Accounting
Bank of America Merrill Lynch 2000 - Present
Bank of America 1995 - 1999
Coopers & Lybran 1990 - 1995
Skills
Risk Management, Equity Derivatives, Accounting, Tax, Structuring, Structured Finance, Financial Structuring, Equities, Equity Capital Markets, Derivatives, Capital Markets, Hedge Funds, Alternative Investments, Securities, Financial Modeling, Structured Products, Valuation, Due Diligence, Investment Banking, Corporate Finance, Investments, Private Equity, Banking, Mergers, Financial Analysis, Fixed Income, Bloomberg, Prime Brokerage, Economics, Equity Research, Securities Regulation, Securitization, Asset Management, Options, Trading, Credit Derivatives, Financial Markets, Emerging Markets, Private Banking, Financial Regulation, Bonds, Securities Lending, Market Risk, Hedging, ETFs, Interest Rate..., Trading Systems, Swaps, Series 63
Education
California State University-Chico
Business Admin, Finance, Accounting
Cory Perez's Bank of America Experience August 2006 - Present
Job Operations Manager at Bank of America
Industry Banking
Experience
Bank of America August 2006 - Present
Formica Corporation August 2003 - August 2006
Target 2001 - 2005
Education
California State University-Chico 1998 — 2001
BS, Production Operations Management
Bank of America August 2006 - Present
Formica Corporation August 2003 - August 2006
Target 2001 - 2005
Education
California State University-Chico 1998 — 2001
BS, Production Operations Management
Harry Densmore's Bank of America Experience February 1990 - Present
Job Senior Technology Manager at Bank of America
Industry Banking
Experience
Bank of America February 1990 - Present
Skills
Program Management, IT Strategy, Business Analysis
Education
California State University-Chico
Michigan State University
Bank of America February 1990 - Present
Skills
Program Management, IT Strategy, Business Analysis
Education
California State University-Chico
Michigan State University
Joti Kaur's Bank of America Experience February 2007 - May 2012
Job Senior Audit Associate, VC Practice KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
Hemming Morse, LLP January 2014 - September 2014
Hemming Morse LLP March 2013 - December 2013
Bank of America February 2007 - May 2012
Skills
Preparation of..., Analyze Financials, Comparative Analytical..., ProSystem fx Tax and..., Statements of Auditing..., Strategic Planning, Excellent customer..., Supervisor Authority, Override teller..., Daily Job Rotation..., Financial Statements, Accounting, Auditing, Financial Analysis
Education
California State University-Chico 2011 — 2012
Bachelor of Science, Accounting
Shasta College
Associate of Science, Accounting
KPMG US October 2014 - Present
Hemming Morse, LLP January 2014 - September 2014
Hemming Morse LLP March 2013 - December 2013
Bank of America February 2007 - May 2012
Skills
Preparation of..., Analyze Financials, Comparative Analytical..., ProSystem fx Tax and..., Statements of Auditing..., Strategic Planning, Excellent customer..., Supervisor Authority, Override teller..., Daily Job Rotation..., Financial Statements, Accounting, Auditing, Financial Analysis
Education
California State University-Chico 2011 — 2012
Bachelor of Science, Accounting
Shasta College
Associate of Science, Accounting
Kirsten Owen's Bank of America Experience 2010 - 2012
Job Business Support Professional
Industry Education Management
Experience
Experience Unlimited 2012 - May 2013
Bank of America 2010 - 2012
Bank of America 2010 - 2012
Bank of America 2007 - 2012
Bank of America 2004 - 2009
Bank of America 2000 - 2007
Bank of America 1999 - 2004
Bank of America 1997 - 1999
Skills
Relationship Management, Business Analysis, Problem Solving, Team Leadership, Multi-Cultural Team..., Analytical Skills, Microsoft Office 2007, SharePoint, Interpersonal Savvy, Strategic Communications, Instructor-led Training, Organizational..., Time Management, Staff Development, Training, Integration, Strategy, Project Management, Banking, Strategic Planning, Customer Service, Management, Team Building, Recruiting, Coaching, Analysis, Change Management, Project Planning, Start-ups, Program Management, Software Documentation, Performance Management, Public Speaking, Business Process..., Leadership Development, Budgets, Cross-functional Team..., Networking, Organizational..., Customer Satisfaction, Employee Benefits, Human Resources, PowerPoint, Employee Training, Training Delivery, Employee Relations, Onboarding, Talent Management, Customer Retention, Career Development
Education
California State University-Chico
Bachelor of Arts (BA), Psychology
Experience Unlimited 2012 - May 2013
Bank of America 2010 - 2012
Bank of America 2010 - 2012
Bank of America 2007 - 2012
Bank of America 2004 - 2009
Bank of America 2000 - 2007
Bank of America 1999 - 2004
Bank of America 1997 - 1999
Skills
Relationship Management, Business Analysis, Problem Solving, Team Leadership, Multi-Cultural Team..., Analytical Skills, Microsoft Office 2007, SharePoint, Interpersonal Savvy, Strategic Communications, Instructor-led Training, Organizational..., Time Management, Staff Development, Training, Integration, Strategy, Project Management, Banking, Strategic Planning, Customer Service, Management, Team Building, Recruiting, Coaching, Analysis, Change Management, Project Planning, Start-ups, Program Management, Software Documentation, Performance Management, Public Speaking, Business Process..., Leadership Development, Budgets, Cross-functional Team..., Networking, Organizational..., Customer Satisfaction, Employee Benefits, Human Resources, PowerPoint, Employee Training, Training Delivery, Employee Relations, Onboarding, Talent Management, Customer Retention, Career Development
Education
California State University-Chico
Bachelor of Arts (BA), Psychology
Jallin Patel's Bank of America Experience February 2013 - Present
Job Vice President;Tech Project Solutions Cnslt at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Capital One 2007 - 2013
Education
CSU Chico
MS, Computer Science
Bank of America February 2013 - Present
Capital One 2007 - 2013
Education
CSU Chico
MS, Computer Science
Laura Fiore's Bank of America Experience February 2000 - May 2003
Job Cusomer Service Team Lead at The Wine Group
Industry Wine and Spirits
Experience
The Wine Group August 2008 - Present
Restoration Hardware January 2005 - July 2008
Bank of America February 2000 - May 2003
Skills
Microsoft Excel, Customer Service, Inventory Management, Microsoft Word, Microsoft Office, Outlook, Time Management, Customer Satisfaction, Teamwork, Purchasing, Team Building
Education
California State University-Chico 1977 — 1980
The Wine Group August 2008 - Present
Restoration Hardware January 2005 - July 2008
Bank of America February 2000 - May 2003
Skills
Microsoft Excel, Customer Service, Inventory Management, Microsoft Word, Microsoft Office, Outlook, Time Management, Customer Satisfaction, Teamwork, Purchasing, Team Building
Education
California State University-Chico 1977 — 1980
joe lacoste's Bank of America Experience May 2011 - Present
Job National Sales Manager at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
Bank of America March 2009 - May 2011
Bank of America January 2006 - March 2009
Bank of America October 2004 - January 2006
Holy Family School August 2000 - September 2004
Education
California State University-Sacramento 1997 — 2000
Bachelor of Arts (B.A.), Natural Sciences and Mathmatics, 3.3
California State University-Chico 1993 — 1995
transferred, general education, 3.0
Bank of America May 2011 - Present
Bank of America March 2009 - May 2011
Bank of America January 2006 - March 2009
Bank of America October 2004 - January 2006
Holy Family School August 2000 - September 2004
Education
California State University-Sacramento 1997 — 2000
Bachelor of Arts (B.A.), Natural Sciences and Mathmatics, 3.3
California State University-Chico 1993 — 1995
transferred, general education, 3.0
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS