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
WSS / Eurostar, Inc. May 2015 - Present
Ryan Roberts Design August 2014 - Present
Bank of America July 2012 - August 2013
Gap Inc. September 2011 - September 2012
Ryan Roberts June 2010 - June 2011
Skills
Marketing, Social Media Marketing, Customer Service, Photography, Fashion, Advertising, Blogging, Facebook, Content Marketing, Photoshop, Lightroom, InDesign, Digital Photography, Commercial Product..., Fashion Design, Sales, Merchandising, Microsoft Excel, Market Research
Education
California State University-Los Angeles 2009 — 2014
Bachelors of Science, Business Administraion. Option/Concentration: Marketing
Your Motivation Page January 2011 - Present
ABM Parking Services December 2010 - Present
United State Census Bureau January 2010 - August 2010
Bank of America April 2006 - August 2009
Skills
Data Entry, Customer Service, Accounting, Microsoft Excel, QuickBooks, Outlook, Financial Statements, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Time Management, Training, Team Building, Management, Employee Benefits, Research, Event Planning
Education
California State University-Los Angeles 2008 — 2010
B.A., Sociology, Criminal Justice
Glendale Community College 2006 — 2008
A.A., Social Science
Empowerment media productions January 2012 - Present
Tu Shay Productions July 2005 - Present
Entertainment Partners- Central Casting September 2007 - January 2008
Disney Publishing Worldwide March 2006 - October 2006
National Geographic Channel September 2005 - January 2006
Bank of America November 2002 - December 2004
KABC Channel 7 morning news January 2002 - June 2002
Skills
Television, Advertising, Social Networking, Film, Social Media Marketing, Entertainment, Process Improvement, Social Media, Video Production, Creative Direction, Online Advertising, Film Production, New Media, Video, Marketing, Broadcast, Facebook, Digital Media, Multimedia, Online Marketing
Education
California State University-Los Angeles 2001 — 2005
BA, TV, Film, Media Studies
Bank of America January 2015 - Present
Farmers & Merchants Bank of Long Beach April 2014 - January 2015
First Capital, A Mortgage Company October 2013 - April 2014
EverBank April 2013 - October 2013
Citi March 2012 - March 2013
Citibank March 2012 - March 2013
Bank of America May 2006 - February 2012
Skills
Mortgage Lending, Customer Service, Real Estate, Credit, Banking, Mortgage Banking, Finance, Loans, Portfolio Management, Residential Mortgages, Refinance, Loan Origination, First Time Home Buyers, Financial Services, Investment Properties
Education
California State University-Long Beach
Bachelor of Science (BS), Finance and Financial Management Services
Bank of America May 2014 - Present
Bank of America June 2011 - May 2014
Cathay Bank June 2008 - June 2011
First Choice Bank in California June 2007 - March 2008
Coldwell Banker Commercial May 2004 - May 2007
Skills
Credit Risk, Credit Analysis, Business Development, Portfolio Management, Debt Restructuring, Commercial Banking, Commercial Litigation, Commercial Lending, C&I Lending, Underwriting, Financial Risk..., Asset Management, Loan Origination, Cash Flow Analysis, Customer Service, Sales, Microsoft Office, Strategic Planning
Education
California State University-Long Beach
University of Phoenix
Union Bank October 2014 - Present
Bank of America February 2014 - October 2014
Wells Fargo Home Mortgage August 2013 - February 2014
Wells Fargo January 2011 - August 2013
Wells Fargo Financial 2007 - 2010
Wells Fargo Financial 2003 - 2007
Wells Fargo Financial 2002 - 2003
Skills
Mortgage Lending, Consumer Lending, Sales, Loans, Team Building, Credit, Banking, Leadership, Loan Origination, Relationship Management, Talent Acquisition, Cross Selling, Credit Analysis, Small Business Lending
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA
Occidental College 1998 — 2002
Economics for Business & Management
Vans a VF Company June 2013 - Present
Forever 21 November 2012 - May 2013
Forever 21 May 2012 - October 2012
Forever 21 July 2011 - June 2012
Virco July 2000 - July 2011
Bank of America July 1997 - July 1999
Skills
Benefits Administration, Employee Relations, Workers Compensation, Customer Retention, Workshop Facilitation, HR Project Management, Recruiting, Employee Benefits, Employee Training, SPHR, Human Resources, DDI Certified..., Deferred Compensation, Succession Planning, Workforce Planning, New Hire Orientations, Hiring, Leadership, Interviews, Management, Talent Acquisition, Policy, Employee Engagement, Personnel Management, ADP Payroll, HRIS, Organizational..., Training, Applicant Tracking..., Temporary Placement, Temporary Staffing, HR Policies, FMLA, Labor Relations, Change Management, Employment Law, Talent Management, Performance Management, Job Descriptions, College Recruiting, Payroll, Employee Handbooks, Time Management, Customer Service, Administration, HR Consulting, EEO, Onboarding, Affirmative Action, Compensation & Benefit
Education
California State University-Long Beach - College of Business Administration 1997 — 2004
Human Resources
Certification Institute, Professionals in Human Resources
PHR, Human Resources
Molina Financial Services Inc. August 2000 - Present
Bank of America August 1990 - August 2000
Skills
Mortgage Lending, Property Management, Commericial Finance, Real Estate Investment..., Investment Properties, Real Estate, Commercial Real Estate, REO, Strategic Planning, Finance, Investments, FHA, Refinance, Real Estate Economics, Real Estate Financing, Loan Origination, Commercial Mortgages, Loans, Mortgage Banking, Brokerage, Investors, Funding, Residential Mortgages, Asset Management, Commercial Lending, Real Estate Development, Foreclosures
Education
California State University-Los Angeles 1987 — 1990
BS, Business Admin-Option Real Estate
LADWP September 2015 - Present
Bank of America October 2006 - January 2013
Bank of America September 2006 - November 2008
Colonial Escrow, Inc. March 2005 - August 2006
Oakmont Country Club September 2003 - March 2005
Continental Commercial Group August 1993 - September 2003
Skills
Loss Mitigation, Escrow, REO, Title Clearing, Contract Negotiation, Quality Assurance Review, Offer Negotiation Skills, Conflict Resolution, Accounting, Asset Managment, Portfolio Management, Mortgage Lending, Mortgage Servicing, Real Estate Economics, Loan Servicing, Mortgage Banking, Loans, Loan Origination, Real Estate, Investment Properties, Real Property, Commercial Real Estate, HUD, Investors, Closings, Referrals, Brokerage, Foreclosures, Residential Homes, Accounts Payable, Asset Management, Real Estate Transactions, Property Management, Sellers, Short Sales, Single Family Homes, Appraisals, Real Estate Financing, Reverse Mortgages, Residential Mortgages, First Time Home Buyers, Property, Negotiation, Condos
Education
California State University-Los Angeles
HSBC Commercial Banking March 2015 - Present
National Ski Patrol October 2000 - Present
City National Bank August 2014 - March 2015
BBVA Compass June 2012 - August 2014
Rancho Cucamonga Community and Arts Foundation 2009 - August 2014
Bank of America June 2011 - June 2012
U.S. Bank February 2009 - June 2011
Wells Fargo May 2005 - 2008
Skills
Banking, Loans, Portfolio Management, Commercial Banking, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Lines Of Credit, Credit Risk, Corporate Finance, Public Finance, Public Speaking, Real Estate, Cash Management, Management, Leadership, Nonprofits, Commercial Mortgages, Mortgage Lending
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science, Business Administration, Finance; Economics
Yavneh
Advent Resources, Inc. October 2014 - Present
Inglewood Southside Christian Church August 2004 - Present
Fox Domestic Home Entertainment August 2014 - October 2014
South Bay Auto Auction April 2013 - July 2014
American Tung Ling Corporation June 2012 - August 2012
Bank of America October 2006 - April 2010
e7 Architecture Studio (Simpson & Simpson) September 2008 - September 2009
Skills
Linux, Apache, MySQL, PHP, Access, Virtualization, .NET, C#, SQL, Oracle PL/SQL, MS SQL Transact-SQL, VMware Workstation, Help Desk Support, PL/SQL, Databases, T-SQL, Software Engineering, Visual Basic, Integration, Java, Microsoft SQL Server, Software Development, XML, C++, Unix, Requirements Analysis, JavaScript
Education
California State University-Los Angeles 2011 — 2011
2011 Bachelor's, Computer Science
Bank of America July 2014 - Present
Bank of America July 2010 - July 2014
Rite Aid June 2009 - July 2010
Pacific Capital Bancorp May 2005 - April 2009
Bank of America April 2003 - May 2005
Skills
Banking, Certified Fraud Examiner, Risk Assessment, Leadership, Credit, Insurance, Fraud, Customer Service, AML, Credit Analysis, Enterprise Risk..., Finance, Financial Analysis, Financial Risk
Education
California State University-Long Beach - College of Business Administration
B.S.
Bingham, Osborn & Scarborough, LLC March 2015 - Present
Personal Finance Consultant January 2008 - Present
Thoits Law, A Professional Corporation April 2012 - February 2015
Brownson, Rehmus & Foxworth, A Registered Investment Advisor May 2006 - March 2012
Changing Parameters, LLC, A Registered Investment Advisor June 2001 - March 2006
Bank of America June 1995 - July 1998
Skills
High Net Worth..., Wealth Management, Financial Services, Investment Advisor..., Estate Planning, Operations Management, Financial Planning, Front to Back Office, Client Services, Administration, Asset Management, Securities, Alternative Investments, Investments, Leadership, Project Management, Microsoft Office, CRM, Quickbooks, Compliance, Public Speaking, Team Building, Resume Writing
Education
UCSC Silicon Valley Extension 2013 — 2015
Certificate in Personal Financial Planning
California State University-Long Beach - College of Business Administration 1997 — 2000
Bachelor of Science (BS), Business Administration (emphasis in International Business)
Hemming Morse, LLP. January 2012 - Present
Hemming Morse, Inc. July 2008 - January 2012
Bank of America September 2005 - April 2009
Skills
Excel, Writing Skills, Technologically Savvy, Accounting, Litigation Support, Forensic Accounting, Tax, Microsoft Excel, CPA, Analysis, Litigation Consulting, Finance, Certified Fraud Examiner
Education
California State University-Long Beach - College of Business Administration 2006 — 2008
Accounting
TAP Series September 2014 - Present
City National Bank August 2014 - Present
Ivy Consulting Services January 2001 - Present
Grandpoint Bank May 2013 - Present
Rushmore Loan Management Services LLC June 2013 - July 2013
Bank of America December 2013 - June 2014
MedImmune January 2013 - March 2013
loanDepot September 2012 - December 2012
First Republic Bank May 2011 - December 2012
Amgen October 2011 - May 2012
Skills
SnagIt, Outlook, PowerPoint, Excel, Photoshop, Instructional Design, Captivate, Adobe Acrobat, Word, Microsoft Office, instructor led training, Training, Technical Writing, RoboHelp, Commercial Real Estate, Electric Utility, Pharmaceutical Industry, Financial Industry, Banking, Commercial Lending, Online Help Development, Training Delivery, ILT, Train the Trainer, Instructor-led Training, E-Learning, Microsoft Excel, Direct Mail, Mail Chimp, Wufoo (form creator), Website Creation, Issuu, Program Management, Management, Hands-on Training, Human Resources, ADDIE, Onboarding, CRM, Analysis, Needs Analysis, Visio, Camtasia, Policy, Technical Communication, Learning Management...
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
MBA, Business Administration, Human Resources Management
University of Southern California - Marshall School of Business 1981 — 1985
BS, Business Administration, Marketing
Patricia J. Lindsay July 2014 - Present
Mortgage Fraud Forensic Review Consulting August 2013 - Present
Bank of America October 2011 - June 2013
Rylin Capital Corp April 2007 - October 2011
New Century Mortgage June 1997 - December 2007
New Century Mortgage / New Century Financial Corporation 1997 - 2007
Beneficial Mortgage December 1996 - June 1997
Skills
Mortgage Lending, Investment Properties, Mortgage Banking, Foreclosures, Loan Origination, Loss Mitigation, Process Improvement, Refinance, Loans, Underwriting, Executive Management, Trials, Real Estate, Credit, Banking, Credit Risk, REO, Portfolio Management, Fraud, Loan Servicing, Residential Mortgages, Credit Analysis, Risk Management, Strategy, Financial Analysis, Asset Management, Financial Risk, Mortgage Servicing, Due Diligence, Mortgage Underwriting, Short Sales
Education
California State University-Long Beach 1984 — 1988
B.A.
Masimo March 2015 - Present
Health 2 Humanity July 2014 - Present
Chapman MBA Alumni Association January 2014 - Present
Bank of America August 2012 - March 2014
Chapman MBA Alumni Association March 2013 - December 2013
Merrill Lynch December 2011 - August 2012
Marriott Vacations Worldwide Corporation January 2008 - December 2008
Marriott Vacation Club International August 2001 - December 2008
Marriott Vacation Club International February 2001 - August 2001
Marriott Vacation Club International January 1999 - February 2001
Skills
Leadership, Strategy, Business Development, Management, CRM, Business Strategy, Strategic Planning, Marketing, Marketing Strategy, Strategic Partnerships, Microsoft Excel, Sales Operations, Financial Analysis, Finance, Marketing Communications, Sales Management, Banking, Market Research, Team Building, Time Management, Public Speaking, Customer Service, PowerPoint, Budgets, Leadership Development, Risk Management, Operations Management, Selling, Sales, Inventory Management, Teamwork, Investments, Competitive Analysis, Business Process, Customer Relations, Business Management, Mentoring, Forecasting, Leading Organizational..., Process Improvement, Product Development, Business Planning, Agent for Change, Organizational Change..., High Performance..., Business Intelligence, Medical Devices, Orthopedics, New Business Development, New Territory...
Education
Medical Sales College 2014 — 2014
Certified Orthopaedic Reconstruction & Trauma Graduate, Orthopedic Reconstruction & Trauma
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2012
Master of Business Administration (MBA), Emphasis in Finance - Strategic Management, Managerial and Organizational Behavior, Entrepreneurship
California State University-Long Beach - College of Business Administration 2008 — 2010
Bachelor of Science (B.S.), Business Administration - Marketing
Stearns Lending, LLC (NMLS #1854) February 2014 - Present
Citi December 2011 - February 2014
Bank of America September 2006 - September 2011
Citi January 2001 - September 2006
Bank of America July 1987 - December 2000
Skills
Mortgage Lending, Loans, Sales Management, Recruiting, Banking, Mortgage Banking, FHA, Strategy, Loan Origination, Leadership, Coaching, FHA financing, Refinance
Education
California State University-Los Angeles 1988 — 1992
Business
Northwest Administrators, Inc May 2013 - June 2015
Famsa August 2012 - April 2013
Credit Union of Southern California May 2009 - July 2012
Bank of America October 2007 - February 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Symitar, Bilingual, Ten Key
Education
California State University-Los Angeles 2006 — 2012
Bachelor of Science (B.S.), Accounting
San Francisco State University 2006 — 2007
Dilbeck Real Estate and a Christie's affilate May 1996 - Present
Dilbeck Real Estate May 1996 - Present
Dilbeck Realtors 1996 - Present
La Canada Flintridge Educational Foundation 2007 - 2010
Bank of America 1987 - 1995
Skills
Real Estate, Analytical Skills, Council of Residential..., Property, Real Estate Transactions, Condos, Negotiation, ABR, Investment Properties, Leases, Sellers, Short Sales, Relocation, e-PRO, Single Family Homes, Listings, Referrals, Strong Negotiator, Excellent Sales Skills, Trusted Advisor, Tenacious Work Ethic, First Time Home Buyers, Buyer Representation, Foreclosures, Real Property, Buyers
Education
University of California, Los Angeles 1994 — 1996
Real Estate
California State University-Long Beach - College of Business Administration
Bachelor of Science, Business Administration
Siebert Brandford Shank Co., LLC. June 2012 - Present
Greenfield Lodge February 2011 - April 2012
Siebert Brandford Shank Co., LLC. October 2011 - March 2012
Bank of America July 2007 - September 2010
Exemplum May 1999 - July 2003
Skills
Finance, Investment Banking, Microsoft Excel, Investments, QuickBooks, Bloomberg, Fixed Income, Equities, Microsoft Office, Municipal Bonds, ADP Payroll, DBC Finance, SDC Platinum, The Municipal Market..., Thomson Reuters eMAXX, Cryptocurrency
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Santa Monica College 2006 — 2008
Associate of Arts, Business Administration
Capital One January 2013 - Present
Bank of America March 2011 - January 2013
Bank of America November 2009 - February 2011
Bank of America July 2007 - November 2009
University of Georgia August 2005 - May 2007
Liberty Mutual June 2006 - August 2006
Wells Fargo Bank September 2003 - July 2005
Wells Fargo October 1999 - September 2003
Wells Fargo 1998 - 1999
Skills
Program Management, Software Project..., Project Management, Corporate Real Estate, CMBS, Financial Reporting, Financial Analysis, Green Belt, PMP, Merger Support, Cross-functional Team..., Integration, Budgets, Risk Management, Leadership, Management, Banking, Portfolio Management, Six Sigma, Vendor Management, Project Portfolio..., Mergers & Acquisitions, Software Documentation, Business Process..., Change Management, Outsourcing, Process Improvement
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Operations, Risk Management, IT
University of California, Berkeley 2002 — 2005
Certificate of, Project Management
California State University-Los Angeles 1997 — 1998
BA, Economics
HITCO Carbon Composites August 2012 - Present
HITCO Carbon Composites July 2010 - August 2012
Malaga Bank August 2008 - March 2009
Bank of America May 2007 - June 2008
Skills
Quality Assurance, Root Cause Analysis, Continuous Improvement, Six Sigma, Microsoft Excel, Project Management, Process Improvement, Customer Service, Lean Manufacturing, Data Analysis, Cross-functional Team..., Microsoft Office, Aerospace, Manufacturing, Research, Access, SAP, Qualitative Research, PowerPoint, Leadership, Quantitative Research, Team Building, Public Speaking, DMAIC, Reporting, Database Management, Minitab, CATIA, Quality Auditing, Business Process Mapping
Education
California State University-Long Beach 2011 — 2013
Master of Business Administration, Business Administration and Management, General
California State University-Long Beach 2004 — 2009
Bachelor of Science, Business Administration - Management
PennyMac April 2010 - Present
Bank of America May 2005 - April 2010
Indymac Bank February 2002 - May 2005
SchoolsFirst Federal Credit Union February 1995 - January 2001
Bomar Mortgage Acceptance Corporation February 1992 - November 1994
Sears Mortgage (formerly Coldwell Banker Residential Mortgage Corp) May 1989 - February 1992
Mission Hills Mortgage Corporation November 1986 - May 1989
Coldwell Banker Residential Mortgage March 1984 - November 1986
Skills
Quality Control, Internal Audit, Analytics, Mortgage Lending, Project Management, Mortgage Banking, TQM, Strategic Planning, Core Banking, Compliance, Loans, Credit, Banking, Loan Servicing, Loan Origination, Financial Risk, FHA, Loss Mitigation, Credit Risk, Retail Banking, Mortgage Servicing, Credit Analysis, Consumer Lending, Risk Management, Residential Mortgages, Mortgage Underwriting, Underwriting, Commercial Banking, Securitization, Capital Markets, AML, Portfolio Management, Financial Services, Operational Risk..., Refinance, Operational Risk, Commercial Lending, Cash Management, Leadership, Executive Management, Due Diligence, Auditing, Structured Finance, Finance, Enterprise Risk..., Relationship Management, Default, Asset Management, Governance, Funding
Education
California State University-Long Beach - College of Business Administration 1983 — 1992
BS, Business Information Systems
Orange Coast College 1985 — 1987
AA, Liberal Arts
Comerica Bank April 2014 - Present
Rodan and Fields 2014 - 2015
Rodan and Fields 2014 - 2015
Bank of America February 2011 - September 2013
Franco Insurance Agency-Farmers Insurance July 2009 - January 2011
Bank of America 2003 - 2009
Skills
Insurance, Mortgage Lending, Small Business, Credit, Small Business Lending, Commercial Lending, Underwriting, Banking, Consumer Lending, Commercial Banking, Loans, Credit Analysis, Lines Of Credit, Retail Banking, Financial Services
Education
California State University-Long Beach - College of Business Administration
Marketing, Business Marketing
Sonoma State University
University of California, Los Angeles
Personal Financial Planning desigination, Financial Planning and Services
Bank of America August 2014 - Present
Bank of America May 2013 - August 2014
Bank of America May 2011 - May 2013
Bank of America March 2011 - May 2011
Bank of America December 2007 - March 2011
Skills
Banking, Customer Service, Retail Banking
Education
California State University-Long Beach 2005 — 2010
Bachelor of Science (B.S.), Accounting
EverBank May 2014 - Present
Wells Fargo Home Mortgage October 2011 - May 2014
Bank of America October 2009 - October 2011
Wells Fargo July 2009 - October 2009
Wells Fargo November 2008 - June 2009
Wells Fargo Home Mortgage July 2006 - November 2008
Bank of America September 2003 - July 2006
Bank of America October 2002 - September 2003
ANDA Networks October 2000 - July 2002
Skills
Loans, Refinance, Credit Risk, Consumer Lending, Finance, Financial Services, VA loans, FHA, Portfolio Management, Commercial Banking, Mortgage Banking, Banking, Retail Banking, Mortgage Lending, Loan Origination, Financial Analysis, Investment Properties, Credit, Small Business Lending, First Time Home Buyers, Credit Analysis, Underwriting, Commercial Lending, Mortgage Underwriting, Residential Mortgages
Education
California State University-Long Beach 1992 — 1995
BA
Dilbeck Real Estate February 2009 - Present
Bank of America January 1960 - December 1995
Skills
Short Sales, Sellers, REO, Single Family Homes, Foreclosures, Relocation, Buyer Representation, New Home Sales, Investors, Real Estate, Selling, SFR, Buyers, First Time Home Buyers, Condos, Real Estate Transactions
Education
California State University-Long Beach - College of Business Administration 1978 — 1980
bachelor of Science, Business Management
Farmers Insurance/ Carranza Insurance Agency September 2010 - Present
Bank of America April 2005 - April 2009
Bank of America June 2004 - April 2005
Los Angeles Unified School District July 2001 - June 2004
Bank of America February 2001 - June 2004
Coast to Coast Janitorial Services September 1997 - January 2001
Skills
Insurance, Small Business, Investments, Banking, Team Building, Sales, Mortgage Lending, Customer Service, Management, Loans, Retirement Planning, Retail Banking, Financial Services, Credit, Mortgage Banking, Life Insurance, Sales Management, Risk Management, Retirement, Portfolio Management, Marketing, Wealth Management, Loan Origination, Underwriting, Fixed Annuities, Cross Selling
Education
California State University-Los Angeles 2003 — 2005
BS, Business Administration/Management
El Camino College 2000 — 2003
Associate of Science (A.S.), Business Administration and Management, General
LaFont Family Eyecare October 2007 - Present
Bank of America January 2005 - August 2007
Bank of America October 2002 - December 2004
Bank of America December 2001 - October 2002
Bank of America January 1997 - November 2001
Skills
Management, Customer Service, Banking, Loans, Finance, Consumer Lending, Credit Analysis, Home Equity Loans, Loan Origination, Mortgage Underwriting, Mortgage Lending, Optometry, Payroll, Medical Records, EMR, Microsoft Office, Microsoft Excel, Call Centers, Credit, Marketing, Sales
Education
California State University-Long Beach - College of Business Administration 1996 — 2001
B.A., Finance
Mater Dei High School 1992 — 1996
St Jeanne de Lestonnac 1983 — 1992
iPacific Capital & iPacific Real Estate 2004 - Present
Pacific Life Insurance Company, Commercial Real Estate Capital Markets November 1999 - September 2004
PricewaterhouseCoopers August 1998 - November 1999
Pacific Life Insurance Company - Real Estate Investments June 1996 - August 1998
Bankers Trust Company October 1995 - May 1996
Bank of America August 1993 - October 1995
Skills
Investments, Investment Properties, Real Estate, Loans
Education
California State University-Long Beach - College of Business Administration
BS, Finance
Robert Gasdick Training Services April 2008 - Present
Morgan Stanley/Saxon Mortgage July 2007 - March 2008
Fremont Investment & Loan 2005 - 2007
Fremont Investment & Loan 2004 - 2005
American Bankers Association 1999 - 2004
American Bankers Association 1997 - 1999
Bank of America 1991 - 1997
Skills
Program Management, Instructional Design, Leadership Development, Instructor-led Training, Leadership, Needs Analysis, Adult Education, Process Improvement, Staff Development, Training, Organizational..., Training Delivery, Team Building, Management, Software Documentation, Talent Management, Succession Planning, Workshop Facilitation, Coaching, Consulting, Project Management, E-Learning, Learning Management, Performance Management, Performance Improvement, Employee Training, Change Management, Executive Coaching, Management Development, Blended Learning, Organizational..., Employee Engagement, Emotional Intelligence, Career Development, Organizational Design, Time Management, MBTI, Onboarding
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Financial Investments
Elizabeth Forward High School
Coldwell Banker Residential Brokerage April 2013 - Present
Bank of America September 2011 - April 2013
Skills
Finance, Relationship Management, Customer Service, Real Estate, Banking, Financial Analysis, Foreclosures, Investments, Marketing
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science (B.S.), Finance
Lionsgate March 2012 - Present
Summit Entertainment February 2011 - March 2012
Universal Pictures September 2010 - January 2011
VFG Securities, Inc. January 2010 - September 2010
California Bank & Trust March 2006 - January 2009
Bank of America November 2004 - March 2006
Skills
Social Media Marketing, Social Networking, Social Media, Marketing, Entertainment, Marketing Strategy, Sales, Digital Media, Event Management, Strategic Planning, Event Planning, Online Advertising, Customer Service, Public Relations, Marketing Communications
Education
California State University-Long Beach - College of Business Administration
B.S., Business Administration, Marketing
Ingram Micro December 2014 - Present
Ingram Micro May 2013 - December 2014
Union Bank December 2011 - April 2013
LA Fitness April 2011 - November 2011
Nike March 2011 - November 2011
Mellon 1st Business Bank March 2006 - November 2008
Bank of America July 2002 - January 2005
Skills
Marketing, Training, Management, Sales, Portfolio Management, Banking, Finance, Marketing Strategy, Digital Marketing, Channel Partners, Team-oriented, Internet Banking, Customer Service, Financial Services, Microsoft Excel, PowerPoint, Data Entry, AML, Credit, ACH, Microsoft Word, Front Office Support, Coordination, Customer Support, Technical Support, Sales&Marketing, Administrative Work, Human Resources, Accounts Payable, Payroll, Risk Management, Payments, Core Banking, Retail Banking, Cash Management, Electronic Payments, Loans, Account Management, Photoshop
Education
California State University-Los Angeles 2008 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Stearns Lending July 2013 - Present
SunTrust Mortgage April 2013 - July 2013
Bank of America February 2012 - March 2013
Sport Chalet November 2010 - February 2012
La Quinta High School October 2007 - August 2010
Carrows July 2006 - December 2006
Skills
Microsoft Office, Bilingual, Multitasker, Customer Service, AS400 Administration, Windows 7, Analysis, Budgets, Credit, Loans, Microsoft Word, Outlook, PowerPoint, Sales
Education
California State University-Long Beach - College of Business Administration 2008 — 2011
Bachelor of Science, Management
Golden West College 2006 — 2008
Associate of Arts, Business Administration
Farmers & Merchants Bank of Long Beach July 2013 - Present
California Bank & Trust January 2010 - July 2013
The CIT Group May 2006 - June 2009
The CIT Group July 2004 - May 2006
The CIT Group December 2003 - July 2004
The CIT Group October 2000 - December 2003
City National Bank June 1998 - June 2000
Bank of America January 1996 - June 1998
Skills
Credit Analysis, Financial Analysis, Time Management
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
Bachelors in Science, Finance & Marketing
Bishop Montgomery High School 1991 — 1995
Wells Fargo Bank May 2011 - Present
Wilshire State Bank April 2008 - March 2011
AREAA (Asian Real Estate Association of America) Greater Los Angeles Chapter 2009 - January 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Commercial Mortgages, Banking, Credit Analysis, Mortgage Lending, Underwriting, Portfolio Management, Financial Analysis, Lines Of Credit, Loan Origination, SBA, Consumer Lending
Education
California State University-Long Beach - College of Business Administration
BS, Business Administration
Bank of the West August 2011 - Present
PENSCO Trust Company September 2006 - November 2010
E-LOAN 2006 - 2006
Bank of America 2004 - 2006
Fremont Bank 2003 - 2004
Bank of America 2000 - 2003
Skills
Management, Project Portfolio..., Banking
Education
University of Southern California - Marshall School of Business 1997 — 1998
MBA, Management
California State University-Los Angeles 1980 — 1984
BA, Communications
Pater Noster High School
Caltech September 2015 - Present
California Institute of Technology July 2011 - Present
California Institute of Technology September 2009 - July 2011
California Institute of Technology January 2001 - September 2009
California Institute of Technology September 1991 - January 2001
Tennecal Mortgage May 1991 - July 1991
Genstar Mortgage Corporation July 1985 - May 1991
Bank of America June 1981 - July 1985
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Employee Relations, Management, Accounting, Customer Service, Financial Reporting, Accounts Payable, Forecasting, Payroll, Time Management, Administrative..., Administration
Education
California State University-Los Angeles 1988 — 1992
Monrovia High School 1977 — 1980
Bank of America May 2015 - Present
Bank of America August 2013 - April 2015
Bank of America August 2012 - July 2013
Bank of America February 2011 - July 2012
Bank of America January 2010 - January 2011
System Operation Services December 2007 - December 2009
AXA Advisors, LLC March 2007 - November 2007
American Funds August 2001 - May 2006
San Marino High School October 1998 - July 2001
Skills
Outlook, Customer Service, Accounts Payable, Credit, Customer Satisfaction, Management, Loans, Call Centers, Finance, Time Management, Analysis, Retail, Microsoft Word, Microsoft Excel, Banking, Investments, Invoicing, Accounting, Budgets, Coaching, Data Analysis, Financial Services, Forecasting, Inventory Management, Microsoft Office, Negotiation, Project Management, Sales
Education
California State University-Los Angeles 1994 — 2001
B.A., Liberal Studies
Sierra Vista High School 1989 — 1993
Bank of America October 2014 - Present
USANA Health Sciences October 2013 - May 2014
State Farm April 2013 - October 2013
State Farm March 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Management, Research, Customer Service, Sales, English, Leadership, Public Speaking, Teamwork, Team Leadership, Data Analysis
Education
California State University-Long Beach 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Pamela Plick, Certified Financial Planner™ December 2011 - Present
University of Redlands July 2012 - Present
Edward Jones September 2007 - July 2011
Bank of America October 1980 - September 2007
Skills
Public Speaking, Personal Financial..., Investment Advisory, Wealth Management..., Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Investment Management, Estate Planning, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Life Insurance, Personal Finance, Investment Strategies, Long-term Care, IRAs, Financial Services, Asset Management, Securities, 401k, Disability Insurance, Term Life Insurance, Wealth, Small Business, Investments, Financial Planners, Finance
Education
College for Financial Planning
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration, Finance
Fullerton College March 2015 - Present
State of California September 2009 - March 2015
Shoreline Workforce Development Services September 2013 - May 2014
Tilly's February 2007 - June 2007
Bank of America July 2006 - February 2007
Sam's Club April 2006 - July 2006
Tilly's November 2005 - April 2006
Sam's Club February 2005 - November 2005
Nordstrom May 2001 - November 2002
Skills
Data Analysis, Auditing, Loss Prevention, Customer Service, Cashiering, Time Management, Outlook, 10 Key, Inventory Management, Data Entry, Retail Sales, Microsoft Excel, Microsoft Word, Retail, Merchandising, Community Outreach, Policy, Interviews, PowerPoint, Team Building, Public Speaking, Coaching, Social Networking, Teamwork, Leadership Development, Employee Training, Human Resources, Leadership, Team Leadership
Education
University of Southern California 2012 — 2014
Master of Social Work (MSW), Community Organization, Planning and Administration
California State University-Los Angeles 2004 — 2008
Bachelor of Science, Criminal Justice
Bishop Amat 1996 — 2000
High School Diploma, General Education
The GRAMMYS "The Recording Academy" June 2014 - October 2014
Federal Aviation Administration - FAA October 2009 - February 2014
YouTube/Fullscreen, Inc June 2011 - November 2012
Associated Technical College February 2011 - August 2011
UEI College July 2008 - January 2010
Bank of America September 2004 - July 2008
Education
California State University-Los Angeles
Master of Arts in Industrial and Technical Studies, Industrial Technology/Technician
California State University-Los Angeles
Bachelor of Science in Industrial Technology, Industrial Technology/Technician
Los Angeles Southwest College
Computer Technician Certification, Computer Technology/Computer Systems Technology
Target August 2014 - Present
Target August 2011 - July 2014
Delta Sigma Chi Co-ed Fraternity August 2011 - August 2013
Bank of America June 2006 - June 2011
Associated Students Inc. August 2010 - May 2011
LBS Financial Credit Union May 2010 - January 2011
Associated Students, Incorporated at California State University Long Beach July 2009 - June 2010
Skills
Leadership, Human Resources, Management, Training, Banking, Customer Service, Event Planning, Strategic Planning, Team Building, Finance, Sales, Leadership Development, Recruiting, Time Management, Strategy
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
Bachelor of Science, Human Resources Management
TigerText September 2015 - Present
MRC, A Xerox Company October 2013 - October 2014
Trumpia (AT&T) November 2010 - May 2013
Bank of America January 2009 - September 2010
Skills
Email Marketing, Online Advertising, Marketing Strategy, Social Media Marketing, Social Media, Facebook, Event Management, Customer Retention, Mobile Marketing, Customer Service, Sales Operations, Sales, Account Management, Direct Sales, B2B, Sales Process, Solution Selling, New Business Development
Education
University of Phoenix 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
California State University-Long Beach - College of Business Administration 2006 — 2009
Business Administration and Management, General
Bank of America May 2014 - Present
Citi March 2009 - May 2014
Blue Plumbing Inc October 2007 - March 2009
Wells Fargo October 2004 - October 2007
Skills
Proficient in Financial..., Financial Analysis, Relationship Management, Underwriting, Cash Management, Cross Selling, Sales, Commercial Mortgages, Small Business, Cold Calling, SBA, Branch Banking, Retail, Networking, Retail Banking, Finance, Accounting, Analysis, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Deposits, Financial Services, Leadership, Loans, Management, Mortgage Lending, Risk Management, Small Business Lending
Education
Woodbury University 2013 — 2014
Master of Business Administration (MBA), Woodbury
California State University-Los Angeles 2001 — 2005
B.S., Finance (GPA 3.7)
Mega City Realty July 2014 - Present
Pacific Land Realty October 2012 - Present
HPH Construction, Inc. January 2013 - Present
Bank of America 2009 - 2010
3 Ball Production November 2008 - April 2009
Skills
Listings, Real Estate, First Time Home Buyers, Foreclosures, Property, Investment Properties, REO, Short Sales, Sellers, Single Family Homes, New Home Sales, Investors, Relocation, Condos, Buyer Representation, Income Properties, Move Up Buyers, Real Estate Transactions, Sales, Residential Homes, SFR, Referrals, Rentals, HUD, Selling, Real Property, Real Estate Economics, Real Estate Financing, FHA, Property Management, Commercial Real Estate, Buyers, Brokerage, Leases, Vacation Homes, Disposition, Real Estate Development, Refinance, Luxury
Education
California State University-Los Angeles
Business Management
Bank of America May 2015 - Present
Bank of America August 2008 - May 2015
Bank of America June 2005 - August 2008
Robinsons-May January 2001 - September 2001
Skills
Banking, Credit, Retail Banking, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Cross Selling, Credit Cards, Risk Management, Deposits, Management, Branch Management, Lines Of Credit, Customer Satisfaction, Customer Service, Sales
Education
California State University-Long Beach - College of Business Administration 2000 — 2005
Bachelor of Science (B.S.), Finance, Ops Mgmt, Macro Mgmt
Artesia High School 1996 — 2000
Royal Automotive Sales 2012 - Present
Operation HOPE 2009 - 2012
Transamerica Life Insurance Company 2007 - 2009
Bank of America 2005 - 2007
California State University, Long Beach 2003 - 2005
Priority Medical Management Services, Inc. (PMMS) 2000 - 2003
Skills
Research, Microsoft Excel, Outlook, PowerPoint, Non-profits, Microsoft Office, Microsoft Word, Strategic Planning, Customer Service, Team Leadership, Social Media, Marketing, Analysis, Nonprofits
Education
University of La Verne 2009 — 2011
MBA, Business Management
California State University-Long Beach - College of Business Administration 2003 — 2005
Bachelor, Business Management
Olde Towne Medical & Dental Clinic September 2014 - Present
United Way of Greater Williamsburg 2012 - Present
companies needing assistance with employee volunteer programs February 2009 - December 2012
Bank of America May 1971 - February 2009
Skills
Strategic Planning, Non-profits, Philanthropy, Public Speaking, Community Outreach, Event Planning, Public Relations, Program Management, Volunteer Management, Change Management, Management Consulting, Leadership Development, Organizational..., Fundraising, Management, Team Leadership, Grants, Workshop Facilitation, Team Building, Coaching, Project Management, Event Management, Budgets, Strategic Communications, Marketing, Leadership, Community Development, Strategy, Program Development, Marketing Communications, Research, Training, Analysis, Governance, Business Strategy, Risk Management, Social Media, Staff Development, Banking, Nonprofits, Small Business, Entrepreneurship, Business Development
Education
Pacific Coast Banking School 1982 — 1984
Certificate, Consumer Banking Management
California State University-Los Angeles 1968 — 1972
BA, English
SunTrust Bank 2003 - 2006
First Republic Bank 2001 - 2003
Bank of America 1972 - 1991
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Banking, Credit, Financial Risk
Education
California State University-Los Angeles 1967 — 1972
BA, Social Science
Citi 2014 - Present
Banc of California 2013 - 2014
BluFi Lending 2012 - 2013
PNC Mortgage 2011 - 2012
Bank of America October 2007 - February 2011
Custom Home Loans February 2001 - March 2007
JPMorgan Chase 1999 - 2000
Countrywide Home Loans 1993 - 1999
United States Marine Corps April 1988 - April 1994
The Mitchell Company, Inc. 1989 - 1992
Skills
Recruiting, Vendor Management, Mortgage Lending, Loans, Mortgage Banking, Residential Homes, REO, FHA, Real Estate, Investments, Credit, Real Estate Economics, Funding, Sales Management, Loan Origination, Investment Properties, Selling, Finance, USDA, Sales, Refinance, Leadership, Start-ups, Commercial Real Estate, Foreclosures, Short Sales, Training, Sellers, Banking, Condos, Investors, First Time Home Buyers, Business Development, Reverse Mortgages, Mergers & Acquisitions, VA loans, Negotiation, FHA financing, Residential Mortgages, Portfolio Management, Property, Certified Mortgage..., Real Estate Financing, Government Loans, Loss Mitigation, Underwriting, VA Loans
Education
Art Institute of California San Diego 2009 — 2013
Audio Production
California State University-Long Beach - College of Business Administration 1988 — 1990
Business Administration and Management, General
LBI Grade School
Bank of America March 2011 - Present
CHOICE Administrators April 2008 - May 2011
New Century Mortgage Corp. January 2004 - December 2007
New Century Mortgage Corp. November 2002 - January 2004
New Century Mortgage Corp. November 2001 - November 2002
LoanTrader.com June 2000 - October 2001
Bank of America January 1996 - March 2000
Skills
Asset Management, Business Analysis, Business Intelligence, CRM, Credit, Customer Service, Due Diligence, Financial Services, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Product Development, Project Management, Project Planning, Risk Management, SDLC, Software Development, Strategy, Testing, Vendor Management, Visio
Education
California State University-Long Beach - College of Business Administration 1986 — 1997
Bachelors, Finance
Chestnut Consulting, LLC May 2007 - Present
Bank of America May 2001 - April 2007
Education
University of California, Riverside 1984 — 1988
PhD, English
Loyola Marymount University 1981 — 1983
MA, English
California State University-Long Beach
BA, English--Creative Writing
Bank of America August 2010 - March 2014
Independent Capital Management November 2009 - January 2010
Talend December 2008 - April 2009
Arrow Enterprise Computing Solutions October 2000 - August 2007
Skills
Product Management, Process Improvement, Software Project..., Solution Selling, Financial Services, Employee Training, Salesforce.com, Sales, Enterprise Software, Business Strategy, Pricing
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
MBA, Finance and Information Systems
University of Hawaii at Hilo 1992 — 1997
Bachelors of Business Administration, Business Administration
Lockheed Martin Information Technology December 2008 - April 2013
Independent Consultant;Self Employed July 2007 - December 2008
Unisys October 2003 - August 2007
Bank of America December 2001 - February 2003
PAYMAP Financials March 2000 - December 2001
Western Union 1998 - 2000
Skills
DNS, VMware, TCP/IP, Group Policy, Project Management, DNS, DHCP, TCPIP, Group..., HSPD-12 LACS, DHCP, Virtualization, Software Documentation, Security, Active Directory, High Availability, Red Hat Linux, EMC Storage, Networking, Storage Area Networks, Enterprise Software, IT Service Management, Microsoft Exchange, System Deployment, SAN, Citrix, Information Technology, Hardware, VPN, Databases, Integration, Data Center, Operating Systems, Network Administration, Antivirus, ITIL, Blackberry Enterprise..., Firewalls, Troubleshooting, System Administration, Switches, Computer Security, vSphere, Windows, Disaster Recovery, Architecture, VMware ESX, Linux, Windows Server, LAN-WAN, Solaris, Citrix Metaframe, Business Continuity
Education
California State University-Los Angeles 1982 — 1987
BS Electrical engineering
California State University-Los Angeles 1982 — 1987
Bachelor of Applied Science (BASc)
PennyMac April 2012 - September 2013
Bank of America November 2011 - April 2012
William O'Neil + Co. Inc. 2010 - 2011
Bank of America 2009 - 2010
Nexa Technologies 2006 - 2009
Universal Music Group 2001 - 2003
Citigroup 1998 - 2001
Skills
ASP.NET, ASP, C#, VB.NET, DTS, Stored Procedures, T-SQL, VBA, SSIS, Visual Basic, SQL, HTML, Perl, System Architecture, Clipper, Pascal, .NET, VBScript, SQL Server, Database Design, SSRS, Visual Studio, Databases, SQL Server 2000-2008, XML, Web Services, JavaScript, SSAS, Application Development, MySQL, Software Development, DB2, WCF, TFS, UML, ADO.NET, IIS, Data Warehousing, COM, WinForms, Visio, SOAP, Agile, PL/SQL, ETL, Microsoft SQL Server, SDLC, Agile Methodologies
Education
California State University-Los Angeles 1999 — 2000
Master of Science, Information Systems
California State University-Los Angeles 1993 — 1996
Bachelor of Science, Computer Information Systems
Glendale Community College 1990 — 1993
Associate of Arts
Webster Career College 1989 — 1990
Diploma, Data Processing
Golden State Ice Cream, Inc. January 2010 - Present
Bank of America September 2007 - February 2008
Wachovia Bank September 2003 - September 2007
Skills
Sales&Marketing, Wholesale, Ice Cream, Direct Store Delivery, Events, Consumer Lending, Loans, Credit, Banking, Commercial Lending, Retail Banking, Credit Analysis, Refinance, Deposits, Portfolio Management, Wealth Management, Financial Services, Small Business Lending, Risk Management, Lines Of Credit, Mortgage Banking, Branch Banking
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), Business Finance
TSI Group January 2009 - Present
SECP Nevada 2010 - June 2015
TechRen Solar 2010 - February 2015
Sustainable Energy Capital Partners, LLC ("SECP") September 2009 - December 2014
TSI Renewable Ventures December 2007 - September 2011
Premier Business Bank September 2006 - December 2007
Trade Source International October 2000 - September 2006
Bank of America January 1995 - September 2000
Standard Chartered Bank August 1992 - January 1994
First Interstate Bank December 1985 - August 1992
Skills
Project Finance, Renewable Energy, Energy, Corporate Finance, Cleantech, Joint Ventures, Finance, Management, Photovoltaics, Solar Energy, Wind, Equities, Business Strategy, Project Planning, Funding, Start-ups, Private Equity, Sustainable Energy, Corporate Development, Alternative Energy, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Structuring, Emerging Markets, Clean Technology, Entrepreneurship, Executive Management, International Business, Portfolio Management, Structured Finance
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Financial Institutions
California State University-Los Angeles 1976 — 1982
BS, Business Admin - Accounting
Bank of America February 2011 - Present
Southern California Edison November 2009 - December 2010
Long Beach Rescue Mission July 2009 - November 2009
South Bay Professional Association (SBPA) January 2009 - November 2009
American Honda Motor Company November 2007 - December 2008
WellPoint January 1997 - February 2007
Transamerica Real Estate Tax Service December 1992 - January 1997
Skills
Business Analysis, Leadership, SDLC, Training, Software Documentation, Management
Education
California State University-Los Angeles
B.S.
Bank of America May 2008 - Present
BNP Paribas July 1995 - November 2007
Education
University of Southern California - Marshall School of Business 1986 — 1989
MBA
California State University-Long Beach - College of Business Administration 1979 — 1983
BS, Business Administration - Finance
Torrance High
Fidelity National Information Services 1997 - Present
Pacific Mercantile June 1991 - November 1996
First National Bank July 1985 - May 1991
Bank of America November 1973 - May 1985
Education
California State University-Long Beach
MBA, New Product Adoption
Kinecta Federal Credit Union May 2010 - Present
Kinecta Federal Credit Union May 2010 - Present
Kinecta Federal Credit Union January 2007 - April 2010
Kinecta Federal Credit Union January 2006 - December 2006
Cathay Bank January 2005 - November 2005
Bank of America December 2003 - March 2005
Skills
Budgets, Options, Treasury, Trading, Customer Service, Financial Analysis, Banking, Credit Analysis, Credit, Financial Modeling, Loans, Credit Risk, Risk Management, Finance, Cash Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International Business
CALIFORNIA STATE UNIVERSITY 1999 — 2002
a Bachelor degree, Business Administration; International Business and Finance
Lendcorp Enterprises, Inc May 2008 - Present
Lendcorp Mortgage Brokers, Inc May 2003 - April 2008
Pacific First Bancorp January 2002 - April 2003
Ameriquest Mortgage Company June 2000 - December 2001
Bank of America January 2000 - May 2000
Ameriquest Mortgage Company July 1999 - December 1999
CSULA September 1993 - June 1999
Skills
Real Estate, Investment Properties, Short Sales, First Time Home Buyers, Investors, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Mortgage Banking, FHA financing, REO, Loan Origination, USDA, FHA Financing
Education
California State University-Los Angeles 1992 — 1999
BA, Graphic Design
South Gate High School 1988 — 1992
General Education
Wells Fargo Home Mortgage August 2001 - Present
Bank of America May 1997 - August 2001
Skills
Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Credit, FHA, Underwriting, Consumer Lending, Refinance, Credit Analysis, Investment Properties, First Time Home Buyers, Investments, Real Estate
Education
California State University-Long Beach 1989 — 1993
BSC, Electrical and Electronics Engineering
Middlesex University 1986 — 1988
HND, Electrical and Electronics Engineering
Haberdashers Askes Hatcham Boys School 1983 — 1986
Wells Fargo April 2012 - Present
Bank of America June 2010 - April 2012
Real Estate & Mortgage Xperts May 2004 - June 2010
Bank of America August 2003 - March 2004
Indymac Bank 2001 - 2003
Skills
Refinance, Underwriting, Real Estate, Loans, Finance, Mortgage Lending, Credit
Education
University of Southern California - Marshall School of Business 2014 — 2014
The Ross Minority Program in Real Estate
California State University-Los Angeles 2003 — 2007
Bachelor of Schience in Finance, Minor in Economics
Self-emplooyed September 1988 - Present
Odico, Inc July 1997 - March 2013
LOANS UNLIMITED September 1988 - January 1996
Bank of America January 1980 - January 1985
R & B ENTERPRISES January 1979 - January 1980
MC MAHAN'S FURNITURE January 1976 - January 1979
Skills
Real Estate Financing, Customer Service, Real Estate Sales..., BPO, Notary Public, Fluent in Spanish, FHA, Finance, First Time Home Buyers, Loans, Management, Real Estate, Sales, Sellers, Short Sales, Vacation Homes
Education
California State University-Long Beach - College of Business Administration 1980 — 1985
SANTA MONICA COMMUNITY COLLEGE
AA Degree, Business
Humanize Health January 2014 - September 2014
IBM October 2012 - December 2013
Union Bank October 2007 - September 2012
Bank of America February 2005 - October 2007
Bank of America October 2003 - February 2005
Skills
Content Management, Web Content Management, Analytics, Social Media, Web Analytics, SEO, SEM, Google Analytics, Digital Marketing, CMS, Web Project Management, User Experience, E-commerce, Flash, Project Management, Dreamweaver, Web Development, Content Strategy, WordPress, Email Marketing, Online Marketing, Web Content, Online Advertising, Web Design, Web Applications, CSS, Web Services, HTML, Social Media Marketing, Enterprise Content..., XML, Copywriting, Information Architecture, JavaScript, Scrum, Adobe Creative Suite, Web Marketing, Agile Methodologies, Lead Generation, Integrated Marketing, Agile Project Management, CRM, Visio
Education
California State University-Los Angeles 2001 — 2008
Jet Propulsion Laboratory July 2002 - Present
NASA / Jet Propulsion Laboratory 1987 - Present
Jet Propulsion Laboratory (JPL/NASA/Caltech) 1987 - Present
Bank of America 1987 - 2002
Transamerica 1980 - 1987
Skills
Employee Relations, Workforce Planning, Talent Management, Deferred Compensation, Benefits Administration, Succession Planning, Organizational..., Management, Human Resources, Leadership, HR Consulting, Onboarding, Employee Benefits, Interviews, FMLA, Leadership Development, Strategic Planning, College Recruiting, Employee Engagement, Program Management, Organizational..., Employment Law, Talent Acquisition, Recruiting, Process Improvement, Performance Management, Conflict Resolution, HRIS, HR Policies, Training, Team Building, Personnel Management, Organizational Design, Change Management, Strategic HR, Applicant Tracking..., Executive Coaching
Education
California State University-Long Beach - College of Business Administration
Operations Mgt.
Bank of America December 2006 - February 2009
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Bank of America June 2006 - Present
Jet Propulsion Laboratory June 2005 - June 2006
WPP April 2001 - June 2005
Skills
Database Development, Financial Analysis, Business Intelligence, Business Analysis, VBA, SQL, Analytics, Analysis, Data Analysis, Agile Methodologies, Microsoft SQL Server, Software Development, Project Management, Enterprise Architecture, C#, Software Project..., Requirements Analysis, Program Management, .NET, SDLC, Data Warehousing, Team Leadership, Unix
Education
California State University-Long Beach - College of Business Administration 1999 — 2001
MBA, Information System
Kyiv National Economics University 1993 — 1998
Master, Economics
RxCrossroads April 2014 - Present
The Rawlings Group November 2011 - April 2014
CoreLogic January 2007 - November 2011
First American Default Technologies October 2004 - January 2007
First American Default Technologies September 2003 - October 2004
Bank of America June 2002 - September 2003
Bank of America September 1998 - June 2002
Bank of America January 1998 - January 2002
Skills
Business Development, Market Share Growth, Development Of Teams, Creativity, Operations, Consulting, Loss Reduction, Client Relations, Budgeting, Forecasting, Sales Management, Policies & Procedures, Project Management, Industry Knowledge, Client, Budgets, Policy, International Relations, Risk Management, Team Building, Loans, Loss Mitigation, Business Analysis, Mortgage Lending, Training, Analysis, Software Documentation, Finance, Access, Management, Human Resources, Sales, Customer Satisfaction, Negotiation
Education
University of Louisville School of Business - MBA 2000 — 2002
MBA, Business
California State University-Long Beach - College of Business Administration
BS, Management
Mortgage Banking Association
CMS, Certified Mortgage Servicing
Union Bank September 2012 - November 2013
Bank of America January 2011 - July 2012
Hewlett Packard 2010 - 2010
Toyota April 2005 - January 2009
iMet Technologies April 2001 - January 2004
Skills
Disaster Recovery, Sarbanes-Oxley Act, Change Control, RoboHelp, Technical Writing, FrameMaker, Technical Documentation, Visio, Software Documentation, SnagIt, Adobe Acrobat, Manuals, SharePoint, Online Help
Education
California State University-Long Beach 1981 — 1983
Journalism, Journalism, Technical Writing
Bank of America August 2014 - Present
City National Bank April 2013 - August 2014
Chase March 2011 - April 2013
Bank of America 2003 - 2007
Skills
Banking, Cash Flow, Commercial Banking, Commercial Lending, Credit, Credit Risk, Credit Analysis, Loans, Relationship Management, Treasury Management, Cash Management, Mortgage Lending, Small Business Lending, Portfolio Management, Investments, Finance, Financial Analysis, Underwriting, Commercial Mortgages, Management, Loan Origination, Lines Of Credit, Wealth Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2008
MBA, Finance
Bank of America June 2011 - Present
Carlisle & Gallagher Consulting Group November 2009 - May 2011
ICW Group May 2007 - October 2009
Bank of America 1996 - 2007
US Sprint 1984 - 1987
Pacific Bell 1979 - 1984
Skills
COBOL, Management Consulting, CICS, JCL, SDLC, Software Project..., Mainframe, Analysis, User Acceptance Testing, Software Development, Requirements Analysis, Project Planning, Integration, Requirements Gathering, Visio
Education
California State University-Long Beach - College of Business Administration 1977 — 1979
BS, Business Administration, Quantitative Methods
J.P. Morgan July 2015 - Present
Barclays Wealth and Investment Management May 2012 - July 2015
J.P. Morgan April 2009 - May 2012
Smith Barney/Citigroup April 2007 - April 2009
Wells Fargo March 2006 - April 2007
Bank of America August 2004 - March 2006
RadioShack August 1999 - August 2004
Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66
Education
California State University-Long Beach - College of Business Administration 1999 — 2009
B.S., Business Administration, Finance, Investments
Lakewood High School 1995 — 1999
Diploma, N/A
Chase February 2013 - Present
Bank of America January 2010 - January 2013
Hernandez Income Tax & Bookkeeping Services Inc. January 2009 - December 2009
Wachovia May 2003 - August 2008
Skills
Payroll, Accounting, Auditing, Loans, Mortgage Lending, Credit, Credit Analysis, Credit Risk, Refinance, Portfolio Management, Financial Analysis, Mortgage Underwriting, Lines Of Credit, Financial Services, FHA financing, Loss Mitigation, Due Diligence, Funding, Government Loans, Loan Origination, Mortgage Banking, Residential Mortgages, Financial Risk, Loan Servicing, Real Estate Financing, Underwriting, FHA, Management, Sales, VA Loans, Investment Properties, Finance, Risk Management, Customer Service, Banking
Education
California State University-Los Angeles 2006 — 2007
Busines Administration, Finance, Economics
Right Management
Wells Fargo Home Mortgage October 2003 - Present
Bank of America 2002 - 2003
Cable & Wireless, PLC 1999 - 2002
AmeriCredit 1997 - 1999
Education
California State University-Long Beach - College of Business Administration 1977 — 1981
Bachelor of Science, Business Administration-Finance
Bank of America September 2010 - Present
AdventureLink.com March 2009 - September 2009
Shopzilla February 2008 - March 2009
BlueBargain Inc. October 2006 - January 2008
Skills
Databases, E-commerce, CRM, Access, Analysis, Technical Support, Microsoft Excel, Hardware, Business Analysis, Process Improvement, Banking, Visio, SharePoint
Education
California State University-Los Angeles 1997 — 2007
BS, Computer Information System
California State University-Los Angeles
Bachelor of Applied Science (BASc), Information Technology
Allied Modular Building Systems March 2013 - April 2015
Bank of America January 2011 - March 2013
The Children's Place September 2006 - January 2012
Aprahamian & Aprahamian, P.C. October 2007 - May 2011
Skills
Customer Service, Visual Merchandising, PowerPoint, Sales, Microsoft Excel, Customer Satisfaction, Microsoft Word, Microsoft Office, Data Entry, Retail, Merchandising, Time Management, Teamwork, CRM, Leadership
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
BS, Management/Operations Management
Golden West College 2006 — 2008
Associate's Degree, Business Administration
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
MF Hand Wash September 2008 - Present
Bank of America Merrill Lynch October 2005 - February 2009
Bank of America November 1997 - September 2005
Bank of America July 1996 - October 1997
Bank of America July 1990 - June 1996
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Cash Management, Underwriting, Financial Services, Financial Risk, Private Banking, New Business Development
Education
Bank of America 2003 — 2003
*, Advanced Credit Training
Bank of America 1997 — 1997
*, Management Development Program
University of California, Los Angeles 1997 — 1997
*, Extension Course, Analysis of Financial Statements
California State University-Long Beach - College of Business Administration 1990 — 1995
B.S. Business Administration, Finance
St. Bernard High School 1986 — 1990
Bank of America 1994 - 2009
Education
California State University-Long Beach - College of Business Administration 1978 — 1983
Bachelors, Business
Carousel Ranch 2013 - Present
Supported Groups 2009 - 2014
Xytech Systems 2012 - 2013
Blue Shield of California 2011 - 2012
Health Net 2004 - 2009
Fanfare Media Works 2003 - 2004
Technicolor 2000 - 2003
Bank of America 1994 - 2000
SMCI 1993 - 1993
Republic Indemnity 1988 - 1993
Education
California State University-Los Angeles
BS, Business Administration - with Business Information Systems Option
College of the Canyons
CCNA Certification, Network+, A+ Certification Prep, Cisco Networking Academy
Pasadena City College
AA, Business Information Systems
U.S. Army
Finance School
Bank of America VP, 1st Mortgage Product Communications and SupportBank of America Home Loans1996 - Present
Countrywide 1996 - 2009
Education
California State University-Long Beach - College of Business Administration
University of California, Riverside
Westlake Financial Services November 2013 - Present
Penske Motor Group May 2013 - November 2013
Westlake Financial Services August 2012 - May 2013
Westlake Financial Services July 2006 - August 2012
Bank of America July 2005 - July 2006
Bank of America January 2005 - July 2005
Bank of America July 2002 - December 2004
Bank of America July 2000 - July 2002
Skills
Credit, Employee Relations, Leadership, Payroll, Onboarding, Team Building, Training, Call Centers, Performance Management, Talent Acquisition, Coaching, Team Leadership, Customer Service, Strategic Planning, Applicant Tracking..., Management, Risk Management, Loans, Finance, Recruiting, Sales, Banking, Employee Benefits, Customer Satisfaction, Human Resources, Employee Training, Personnel Management, Process Improvement, Benefits Administration
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
California State University-Long Beach - College of Business Administration 1999 — 2004
Bachelors, Human Resources Management & Information Systems
Union Bank July 2011 - Present
Bank of America April 2000 - August 2011
Wells Fargo June 1991 - April 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1994
BS, Finance
Elavon, Inc. August 2014 - Present
Union Bank August 2008 - August 2014
Bank of America July 2003 - July 2008
Skills
Loans, Banking, Risk Management, Commercial Banking, Sales, Social Media, Credit, Customer Service, Management, Mortgage Lending, Relationship Management, Leadership, Retail Banking, Microsoft Office, Financial Services, Marketing, Finance, Event Planning, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2008
Business Administration, Marketing
Moss Adams LLP December 2013 - Present
Miller, Kaplan, Arase & Co., LLP February 2012 - December 2013
Bank of America August 2006 - June 2010
Bank of America August 2006 - June 2010
Skills
Accounts Payable, Accounting, Journal Entries, Financial Statements, Auditing, GAAP, Internal Controls, Federal Form - 990, State of California..., Revenue Cycle, Revenue Recognition, Expenses, Accounts Receivable
Education
California State University-Long Beach - College of Business Administration 2005 — 2011
Bachelor of Business Administration (BBA), Accountancy
Bank of America April 2015 - Present
Bank of America October 2011 - April 2015
Wells Fargo Bank August 2010 - October 2011
Verizon Wireless September 2005 - August 2010
Skills
Strategic Planning, Financial Analysis, Sales Management, Loans, Sales, Credit, Banking, Business Development, Business Planning, Budgets, Small Business Lending, Account Management, Commercial Banking, Commercial Lending, Credit Analysis, Management, Mortgage Lending, New Business Development, Sales Operations
Education
California State University-Long Beach
Entertainment Partners December 2013 - Present
Media Services May 1998 - December 2013
Bank of America January 1991 - January 1998
Skills
Film Production, Television, Video Production, Entertainment
Education
California State University-Long Beach - College of Business Administration
BA
Sentinel Development Services August 2010 - Present
Grubb & Ellis July 2006 - August 2010
Coldwell Banker November 2003 - July 2006
Master financial, Inc. June 1997 - November 2003
Bank of America September 1992 - June 1997
Skills
Certified Management..., Yardi Voyager, AvidXchange, QuickBooks, Intacct, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, Dreamweaver, Access, InDesign, Commercial Real Estate
Education
California State University-Long Beach - College of Business Administration 2001 — 2009
Bachelors, Business Administration
Wood, Smith, Henning & Berman LLP May 2015 - Present
Passy-Muir July 2013 - May 2015
Bank of America July 2012 - July 2013
Passy-Muir June 2010 - May 2012
Skills
Access, Leadership, Microsoft Office, Outlook, Customer Satisfaction, Customer Service, Microsoft Word, Microsoft Excel, Team Leadership, Sales
Education
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America October 2012 - Present
Venture West Funding September 2011 - April 2012
HCC Surety Group January 2008 - September 2011
Gumbiner Savett Inc February 2007 - October 2007
RBIZ associates 1999 - 2000
Skills
Access, Outlook, Microsoft Word, Accounting, SQL, Management, Analysis, Accounts Payable, PowerPoint, Java, Forecasting, Microsoft Excel
Education
California State University-Long Beach - College of Business Administration 2009 — 2012
B.S., Finance and Management Information Systems, 3.6
Santa Monica College
Bennett-Bowen Lighthouse June 2015 - Present
Bank of America November 2013 - May 2015
Bank of America November 2012 - November 2013
Bank of America August 2011 - November 2012
Macy's August 2006 - December 2009
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Access, Leadership, Teamwork, Banking, Microsoft Office, Customer Service, Sales, Accounting, Bookkeeping, General Ledger, Journal Entries, Tax Preparation, Tax, Income Tax, Tax Returns
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Bachelor's degree, Accounting
Mental Health Systems/North Coastal Mental Health Center March 2015 - Present
Five Acres--The Boy's and Girl's Aid Society of Los Angeles August 2013 - August 2014
Bank of America November 2011 - June 2012
Banana Republic October 2009 - March 2011
University of Pittsburgh - Residence Life July 2008 - March 2009
Skills
Psychology, Research, Psychotherapy, Event Planning, Family Therapy, Community Outreach, Leadership, Fundraising, Public Speaking, Microsoft Word, Customer Service, Nonprofits, Group Therapy, Adolescents, Mental Health, Child Therapy
Education
California State University-Long Beach 2012 — 2014
Master of Science (MS), Marriage and Family Therapy/Counseling, 4.0 GPA
Argosy University 2011 2010 — 2012
Bachelors of Arts (BA), Psychology, 3.45 GPA
University of Pittsburgh 2007 — 2009
Bachelor of Arts (B.A.), Psychology
Bank of America May 2006 - Present
Disney Consumer Products January 1997 - April 1999
Education
California State University-Long Beach 1993 — 1995
BS, Financial Management
Bank of America May 2012 - Present
Target March 2012 - October 2013
Youngs Market Company June 2007 - October 2009
Skills
Customer Service, Customer Satisfaction, Teamwork, Time Management, Retail, Sales, Merchandising, Data Entry, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Social Networking, Social Media
Education
UCLA Extension 2009 — 2013
Certificate, Wine Education and Management
California State University-Long Beach 2003 — 2007
Bachelor of Arts, Classics
Vantage Oncology May 2014 - Present
PDM, LLP January 2014 - April 2014
Cynthia Day-Elliot, CPA February 2013 - January 2014
Bank of America October 2010 - January 2013
Skills
Accounting
Education
California State University-Long Beach 2008 — 2014
Bachelor of Business Administration (BBA), Accounting
Wells Fargo April 2013 - Present
Bank of America June 2006 - April 2013
Bank of America February 2005 - June 2006
Skills
Credit, Mortgage Lending, Performance Management, Recruiting, Onboarding, Employee Relations, Talent Management, Talent Acquisition, Human Resources, Mortgage Banking, Retail Banking, Applicant Tracking..., Employee Engagement, Relationship Management, PeopleSoft, Financial Services, Banking
Education
California State University-Los Angeles 1991 — 1996
Bachelor's degree, Business Administration and Management, General
American Financial Network September 2015 - Present
North Los Angeles County Regional Center 2013 - Present
Beverly Hills Wealth Management August 2014 - August 2015
Beverly Hills Wealth Management 2012 - August 2014
Mutual Securities, Inc. Member FINRA, SIPC 2011 - 2012
Oppenheimer & Co. 2007 - 2009
Bank of America 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Equity Trading, Bonds, Alternative Investments, Options, Private Equity, Trade Compliance, Series 24, Series 7, Stock Trading, Bloomberg Terminal, Capital Markets, Investments, FINRA, Investment Advisory, Mutual Funds, Securities, Wealth Management, Portfolio Management, Trading, Equities, Asset Allocation, Fixed Income, Bloomberg, Hedge Funds, Financial Advisory, Retirement Planning, Investment Strategies, Financial Markets, Structured Products, Investment Management, Finance, Financial Services, Trading Systems, Electronic Trading, Equity Research, Asset Management, Management, Risk Management
Education
California State University-Northridge
Master of Business Administration - Finance (Candidate)
California State University-Los Angeles
Bachelor's degree
Rio Hondo College
Self-employed August 1982 - Present
Foam Molders & Specialties December 1982 - August 2008
Bank of America August 1972 - August 1982
Education
California State University-Long Beach - College of Business Administration 1976 — 1978
Master of Business Administration (MBA), Accounting and Finance
Occidental College 1957 — 1960
Bachelor of Science (BS), Accounting and Finance