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.
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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
NFaly Berete NFaly Berete's Bank of America Experience September 2015 - Present
Job Branch Manager at Santander Bank, N.A.
Industry Retail
Experience
Bank of America September 2015 - Present
Santander Bank, N.A. June 2014 - Present
Capital One December 2012 - June 2014
Capital One 2012 - June 2014
GNC February 2012 - December 2012
GNC July 2011 - February 2012
GNC April 2011 - July 2011
Skills
Bilingual, French to English, English to French, Retail Sales, Visual Merchandising, Retail, Merchandising, Cashiering, Inventory Management, Sales, Customer Service, Cash Register, Customer Satisfaction, Profit, Window Displays, Time Management, Store Management, Data Entry, Leadership, Banking, Finance, Financial Analysis, Management, Microsoft Excel, Retail Banking, Credit, Loans, Cross Selling
Education
University of Science and Arts of Oklahoma 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Cameron University 2008 — 2008
Business Administration and Management, General
Bank of America September 2015 - Present
Santander Bank, N.A. June 2014 - Present
Capital One December 2012 - June 2014
Capital One 2012 - June 2014
GNC February 2012 - December 2012
GNC July 2011 - February 2012
GNC April 2011 - July 2011
Skills
Bilingual, French to English, English to French, Retail Sales, Visual Merchandising, Retail, Merchandising, Cashiering, Inventory Management, Sales, Customer Service, Cash Register, Customer Satisfaction, Profit, Window Displays, Time Management, Store Management, Data Entry, Leadership, Banking, Finance, Financial Analysis, Management, Microsoft Excel, Retail Banking, Credit, Loans, Cross Selling
Education
University of Science and Arts of Oklahoma 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Cameron University 2008 — 2008
Business Administration and Management, General
Caroline (Chasie) Meek Caroline (Chasie) Meek's Bank of America Experience November 2012 - Present
Job Loan Processor and Underwriter at Bank of America Home Loans NMLS 1005053
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America December 2011 - November 2012
Bank of America August 2010 - December 2011
Wells Fargo December 2009 - April 2010
GMAC Bank July 2009 - December 2009
Wells Fargo Home Mortgage January 2009 - July 2009
MORTGAGE SOLUTIONS/DNMY REALTY 2002 - 2008
GreenPoint Mortgage 2006 - 2007
GREENPOINT MORTGAGE/CAPITALONE April 1998 - January 1999
Mellon Bank 1997 - 1998
Skills
Mortgage Lending, Underwriting, Short Sales, Residential Mortgages, Refinance, Loss Mitigation, Risk Management, Foreclosures, Portfolio Management, Team Building, REO, Home Equity Loans, Mortgage Banking, Loans, Loan Origination, Mortgage Underwriting, Mortgage Servicing, Funding, Credit Analysis, Loan Modifications, Credit Risk, Negotiation, Home Equity Lines of..., Rates
Education
Camden County College 1993 — 1995
Associate's degree, Mass Communication/Media Studies
Saint Maria Goretti High School 1989 — 1993
High School Diploma, Academics
Camden County College
Associates, Communications and Public Relations
Bank of America November 2012 - Present
Bank of America December 2011 - November 2012
Bank of America August 2010 - December 2011
Wells Fargo December 2009 - April 2010
GMAC Bank July 2009 - December 2009
Wells Fargo Home Mortgage January 2009 - July 2009
MORTGAGE SOLUTIONS/DNMY REALTY 2002 - 2008
GreenPoint Mortgage 2006 - 2007
GREENPOINT MORTGAGE/CAPITALONE April 1998 - January 1999
Mellon Bank 1997 - 1998
Skills
Mortgage Lending, Underwriting, Short Sales, Residential Mortgages, Refinance, Loss Mitigation, Risk Management, Foreclosures, Portfolio Management, Team Building, REO, Home Equity Loans, Mortgage Banking, Loans, Loan Origination, Mortgage Underwriting, Mortgage Servicing, Funding, Credit Analysis, Loan Modifications, Credit Risk, Negotiation, Home Equity Lines of..., Rates
Education
Camden County College 1993 — 1995
Associate's degree, Mass Communication/Media Studies
Saint Maria Goretti High School 1989 — 1993
High School Diploma, Academics
Camden County College
Associates, Communications and Public Relations
Eric Reeber Eric Reeber's Bank of America Experience January 2007 - February 2011
Job Vice President at Northern States Funding Group
Industry Financial Services
Experience
Northern States Funding Group January 2015 - Present
Freedom Mortgage June 2014 - January 2015
Freedom Mortgage Corporation May 2011 - June 2014
Bank of America January 2007 - February 2011
Northern States Funding Group March 2004 - January 2007
Allied Mortgage Group January 2002 - March 2004
Sallie Mae Financial, Inc January 1999 - January 2002
Equity One, Inc January 1997 - January 1999
Skills
Loans, Mortgage Lending, FHA, Sales, Banking, Underwriting, Selling, Sales Management, Investors, Call Centers, Mortgage Banking, Refinance, Credit, Loan Origination, Residential Mortgages, Start-ups, USDA, VA loans, Credit Analysis, Investment Properties, Finance, FHA financing, Loss Mitigation, Mortgage Underwriting, FHA Financing, VA Loans
Education
Camden County College 1992 — 1993
Associates degree, Business Administration
Cherokee High School
Cherokee High School
Cherokee High School
Northern States Funding Group January 2015 - Present
Freedom Mortgage June 2014 - January 2015
Freedom Mortgage Corporation May 2011 - June 2014
Bank of America January 2007 - February 2011
Northern States Funding Group March 2004 - January 2007
Allied Mortgage Group January 2002 - March 2004
Sallie Mae Financial, Inc January 1999 - January 2002
Equity One, Inc January 1997 - January 1999
Skills
Loans, Mortgage Lending, FHA, Sales, Banking, Underwriting, Selling, Sales Management, Investors, Call Centers, Mortgage Banking, Refinance, Credit, Loan Origination, Residential Mortgages, Start-ups, USDA, VA loans, Credit Analysis, Investment Properties, Finance, FHA financing, Loss Mitigation, Mortgage Underwriting, FHA Financing, VA Loans
Education
Camden County College 1992 — 1993
Associates degree, Business Administration
Cherokee High School
Cherokee High School
Cherokee High School
Jason Niell, CTFA Jason Niell, CTFA's Bank of America Experience May 2007 - August 2007
Job VP; Sr. Trust Administrator at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
U.S. Trust September 2009 - June 2015
US Trust May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia June 2006 - August 2006
Skills
Wealth Management
Education
Campbell University 2004 — 2009
MBA, BBA Trust and Wealth Management, Business
Wells Fargo June 2015 - Present
U.S. Trust September 2009 - June 2015
US Trust May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia June 2006 - August 2006
Skills
Wealth Management
Education
Campbell University 2004 — 2009
MBA, BBA Trust and Wealth Management, Business
Lonnie Whitehead, CFP® Lonnie Whitehead, CFP®'s Bank of America Experience May 2006 - August 2006
Job Vice President Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 2011 - Present
Wells Fargo Private Bank July 2007 - February 2011
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
High Net Worth..., Comprehensive Planning, Strategic Financial..., Retirement Planning, Executive Compensation..., Business Owner Planning, Estate Planning, Wealth Preservation..., Charitable Gift Planning, Investments, Asset Allocation, Trust Management, Wealth Management, Personal Financial..., Business Succession..., Personal Budgeting, Personal Finance, Holistic Financial..., Multi-generational..., Estate Tax Planning, Microsoft Excel, Employee Stock Options, Private Bank, Wealth Management..., Succession Planning
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Campbell University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Minor in Financial Planning
Wells Fargo Private Bank March 2011 - Present
Wells Fargo Private Bank July 2007 - February 2011
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
High Net Worth..., Comprehensive Planning, Strategic Financial..., Retirement Planning, Executive Compensation..., Business Owner Planning, Estate Planning, Wealth Preservation..., Charitable Gift Planning, Investments, Asset Allocation, Trust Management, Wealth Management, Personal Financial..., Business Succession..., Personal Budgeting, Personal Finance, Holistic Financial..., Multi-generational..., Estate Tax Planning, Microsoft Excel, Employee Stock Options, Private Bank, Wealth Management..., Succession Planning
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Campbell University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Minor in Financial Planning
Brittany Sisco Brittany Sisco's Bank of America Experience February 2015 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Charming Charlie August 2014 - February 2015
Vanity (clothing) November 2013 - August 2014
Darden April 2009 - October 2013
Gap Inc./Old Navy 2006 - 2009
Skills
Organization &..., Communication Skills, Written & Verbal..., Leadership, Research, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Event Management, Volunteering, Management, Fashion, Store Operations, Store Management, Merchandising, Visual Merchandising, Retail
Education
Cameron University 2007 — 2013
Bachelor of Arts (BA), Creative Writing
MacArthur High School
diploma
Bank of America February 2015 - Present
Charming Charlie August 2014 - February 2015
Vanity (clothing) November 2013 - August 2014
Darden April 2009 - October 2013
Gap Inc./Old Navy 2006 - 2009
Skills
Organization &..., Communication Skills, Written & Verbal..., Leadership, Research, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Event Management, Volunteering, Management, Fashion, Store Operations, Store Management, Merchandising, Visual Merchandising, Retail
Education
Cameron University 2007 — 2013
Bachelor of Arts (BA), Creative Writing
MacArthur High School
diploma
Joseph A. (Joe) Diaz Joseph A. (Joe) Diaz's Bank of America Experience 2012 - 2015
Job Sr. Tech Project Consultant at Bank of America
Industry Banking
Experience
Bank of America 2012 - 2015
Bank of America 2010 - 2012
Bank of America 2000 - 2010
Bank of America 1994 - 2000
PNC February 1984 - October 1994
First City National Bank, Houston Tx. August 1981 - February 1984
Skills
Business Analysis, PMO, Vendor Management, Risk Management, Requirements Gathering, Requirements Analysis, Business Requirements, Business Continuity, Disaster Recovery, Project Portfolio..., Software Project..., Mainframe Application..., COBOL, Easytrieve, JCL, IMS DB/DC, CICS, DB2, Hogan Systems Software, Program Management, Management
Education
Camden County College 1980 — 1981
Computer Programming Certificate (21 Credit Hours), Computer Science
Glassboro State College (Rowan University) 1972 — 1978
Bachelor of Arts (B.A.), Liberal Arts
Bank of America 2012 - 2015
Bank of America 2010 - 2012
Bank of America 2000 - 2010
Bank of America 1994 - 2000
PNC February 1984 - October 1994
First City National Bank, Houston Tx. August 1981 - February 1984
Skills
Business Analysis, PMO, Vendor Management, Risk Management, Requirements Gathering, Requirements Analysis, Business Requirements, Business Continuity, Disaster Recovery, Project Portfolio..., Software Project..., Mainframe Application..., COBOL, Easytrieve, JCL, IMS DB/DC, CICS, DB2, Hogan Systems Software, Program Management, Management
Education
Camden County College 1980 — 1981
Computer Programming Certificate (21 Credit Hours), Computer Science
Glassboro State College (Rowan University) 1972 — 1978
Bachelor of Arts (B.A.), Liberal Arts
Laurence Chambers, CTFA, CISP Laurence Chambers, CTFA, CISP's Bank of America Experience June 2001 - April 2007
Job Vice President Trust Team Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2007 - Present
Bank of America June 2001 - April 2007
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Planning, IRA's, Investments, Team Leadership, Board of Director...
Education
Campbell University
Bachelor of Business Administration (BBA), Minor in Financial Planning
Wells Fargo Bank April 2007 - Present
Bank of America June 2001 - April 2007
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Planning, IRA's, Investments, Team Leadership, Board of Director...
Education
Campbell University
Bachelor of Business Administration (BBA), Minor in Financial Planning
Diane Stables's Bank of America Experience 1991 - 1998
Job CTFA, CHTSIM, CHTSPW, CHTSTR
Industry Financial Services
Experience
American Telecast Products LLC 2013 - Present
Consultant April 2007 - Present
Wachovia Bank March 2000 - March 2007
Advest Bank 1998 - 2000
Bank of America 1991 - 1998
Education
University of Hartford
Masters
San Jose State University
BA
National Graduate Trust School
Camden County College
American Telecast Products LLC 2013 - Present
Consultant April 2007 - Present
Wachovia Bank March 2000 - March 2007
Advest Bank 1998 - 2000
Bank of America 1991 - 1998
Education
University of Hartford
Masters
San Jose State University
BA
National Graduate Trust School
Camden County College
Lisa Conrad Lisa Conrad's Bank of America Experience September 1997 - August 2005
Job
Industry Financial Services
Experience
Old North State Trust, LLC 2014 - Present
SunTrust Bank September 2005 - June 2013
Bank of America September 1997 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Strategic Planning, Negotiation
Education
Old Dominion University 2004 — 2005
Certified Financial Planning Program, CFP
Campbell University 1982 — 1987
Bachelor of Business Administration (BBA), Trust Management
Old North State Trust, LLC 2014 - Present
SunTrust Bank September 2005 - June 2013
Bank of America September 1997 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Strategic Planning, Negotiation
Education
Old Dominion University 2004 — 2005
Certified Financial Planning Program, CFP
Campbell University 1982 — 1987
Bachelor of Business Administration (BBA), Trust Management
Caroline Hamrick Pelletier Caroline Hamrick Pelletier's Bank of America Experience 2005 - Present
Job SVP; Senior Audit Supervisor, Bank of America
Industry Banking
Experience
Bank of America 2005 - Present
Skills
Banking, Risk Management
Education
Campbell University
Bank of America 2005 - Present
Skills
Banking, Risk Management
Education
Campbell University
Kimberly Lynch Kimberly Lynch's Bank of America Experience September 2009 - January 2012
Job Sr. Mortgage Consultant at OnQ Financial, Inc., Mortgages Simplified
Industry Financial Services
Experience
OnQ Financial, Inc Phone: 480.318.2547 August 2012 - Present
Great Western Home Loans January 2012 - August 2012
Bank of America September 2009 - January 2012
Bank of America November 2007 - August 2009
Bank of America December 2005 - November 2007
Skills
Experienced..., experience., Experience working with..., Neighborhood Lending..., Mortgage Lending, Banking, Loan Origination, Consumer Lending, Customer Service, Financial Analysis, FHA, VA, Refinance, Sales Management, Retail Banking, Loans, Credit, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Investment Properties, Commercial Lending, Financial Services, Relationship Management, USDA, Real Estate, Government Loans, Credit Analysis, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Home Equity Loans, Underwriting, Mortgage Marketing, Referrals, Loss Mitigation, Mortgage Servicing, Lines Of Credit, Real Estate Financing, Non-Conforming, Finance, FHA Financing, First Time Home Buyers, Sales, REO, Foreclosures, Management
Education
Cameron University 1985 — 1987
Bachelor of Arts, English/Business Administration
Southwestern Oklahoma State University 1983 — 1985
Bachelor of Arts (B.A.), English/Business Administration
Marlow High School
OnQ Financial, Inc Phone: 480.318.2547 August 2012 - Present
Great Western Home Loans January 2012 - August 2012
Bank of America September 2009 - January 2012
Bank of America November 2007 - August 2009
Bank of America December 2005 - November 2007
Skills
Experienced..., experience., Experience working with..., Neighborhood Lending..., Mortgage Lending, Banking, Loan Origination, Consumer Lending, Customer Service, Financial Analysis, FHA, VA, Refinance, Sales Management, Retail Banking, Loans, Credit, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Investment Properties, Commercial Lending, Financial Services, Relationship Management, USDA, Real Estate, Government Loans, Credit Analysis, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Home Equity Loans, Underwriting, Mortgage Marketing, Referrals, Loss Mitigation, Mortgage Servicing, Lines Of Credit, Real Estate Financing, Non-Conforming, Finance, FHA Financing, First Time Home Buyers, Sales, REO, Foreclosures, Management
Education
Cameron University 1985 — 1987
Bachelor of Arts, English/Business Administration
Southwestern Oklahoma State University 1983 — 1985
Bachelor of Arts (B.A.), English/Business Administration
Marlow High School
Kimberly Glasper Kimberly Glasper's Bank of America Experience July 1995 - June 2011
Job Mortgage Fee Manager
Industry Financial Services
Experience
Nationstar Mortgage August 2012 - Present
MetLife Home Loans August 2011 - June 2012
Bank of America July 1995 - June 2011
Skills
Loan Origination, Financial Risk, Loans, Mortgage Banking, Mortgage Lending, Finance, Credit, Banking, Credit Analysis, Management, Residential Mortgages, Call Centers, Sales
Education
Cameron University 1990 — 1992
Nationstar Mortgage August 2012 - Present
MetLife Home Loans August 2011 - June 2012
Bank of America July 1995 - June 2011
Skills
Loan Origination, Financial Risk, Loans, Mortgage Banking, Mortgage Lending, Finance, Credit, Banking, Credit Analysis, Management, Residential Mortgages, Call Centers, Sales
Education
Cameron University 1990 — 1992
Jj Forster Webb's Bank of America Experience 1994 - 1999
Job VP Operations at Paragon Sourcing, Inc.
Industry Textiles
Experience
Paragon Sourcing, Inc. December 2008 - Present
Massage by Jj November 2011 - December 2012
Massage by Jj @ The Sassafras Salon February 2010 - November 2011
Barrow Reginal Medical Center - Womens Pavillion October 2010 - 2011
Chateau Elan Spa September 2008 - November 2010
Foy Financial Services 2002 - 2007
Edward Jones 1999 - 2002
Bank of America 1994 - 1999
U.S. Air Force February 1984 - January 1986
Skills
Swedish, Neuromuscular Therapy, Spa, Deep Tissue Massage, Therapeutic Massage, Pregnancy, Healing Touch, Manual Therapy, Neuromuscular, Aromatherapy, Pain, Chair Massage, Trigger Point Therapy, Medical Massage, Bodywork, Stretching, Wellness, Relaxation, Nutrition, Pain Management, Team Building, Public Speaking, Customer Service
Education
Academy of Somatic Healing Arts 2007 — 2008
Certificate of Completion, Massage Therapy, Neuromuscular Therapy, Sports Massage
Camden County College 2005 — 2006
A.A, Psychology
Paragon Sourcing, Inc. December 2008 - Present
Massage by Jj November 2011 - December 2012
Massage by Jj @ The Sassafras Salon February 2010 - November 2011
Barrow Reginal Medical Center - Womens Pavillion October 2010 - 2011
Chateau Elan Spa September 2008 - November 2010
Foy Financial Services 2002 - 2007
Edward Jones 1999 - 2002
Bank of America 1994 - 1999
U.S. Air Force February 1984 - January 1986
Skills
Swedish, Neuromuscular Therapy, Spa, Deep Tissue Massage, Therapeutic Massage, Pregnancy, Healing Touch, Manual Therapy, Neuromuscular, Aromatherapy, Pain, Chair Massage, Trigger Point Therapy, Medical Massage, Bodywork, Stretching, Wellness, Relaxation, Nutrition, Pain Management, Team Building, Public Speaking, Customer Service
Education
Academy of Somatic Healing Arts 2007 — 2008
Certificate of Completion, Massage Therapy, Neuromuscular Therapy, Sports Massage
Camden County College 2005 — 2006
A.A, Psychology
CHRISTOPHER NUELS CHRISTOPHER NUELS's Bank of America Experience November 2014 - Present
Job Assistant Vice President, Program Manager, Military Banking at Bank of America
Industry Military
Experience
Bank of America November 2014 - Present
US Army June 2014 - Present
US Army June 2013 - May 2014
US Army January 2012 - May 2013
United States Military Academy (USMA) May 2010 - December 2011
14th Human Resource Sustainment Center (US Army) January 2007 - October 2009
Skills
Program Management, Leadership, Military Operations, Operational Planning, Military, Leadership Development, Training, Team Building, DoD, Employee Training, Policy, Strategy, Army, Human Resources, Project Planning, Security Clearance, Operations Management, Analysis, Strategic Planning, Organizational..., Change Management, Talent Management, Risk Assessment, Process Improvement, Quality Assurance, Military Logistics, Security, Integration, Contingency Planning, Teaching, Afghanistan, Risk Management, Strategic Partnerships, Critical Thinking, Mitigation, Team Management, Dependable Team Player, Logistics Management, Event Planning, Event Management, Events Coordination, Talent Acquisition, Talent Scouting, Talent Mining, Six Sigma Green Belt...
Education
University of Phoenix 2007 — 2009
Masters of Science, Computer and Information Systems
Cameron University 1991 — 1992
Bachelor of Applied Science (B.A.Sc.), Interdisciplinary Studies
Agua Fria Union Highschool 1982 — 1986
Bank of America November 2014 - Present
US Army June 2014 - Present
US Army June 2013 - May 2014
US Army January 2012 - May 2013
United States Military Academy (USMA) May 2010 - December 2011
14th Human Resource Sustainment Center (US Army) January 2007 - October 2009
Skills
Program Management, Leadership, Military Operations, Operational Planning, Military, Leadership Development, Training, Team Building, DoD, Employee Training, Policy, Strategy, Army, Human Resources, Project Planning, Security Clearance, Operations Management, Analysis, Strategic Planning, Organizational..., Change Management, Talent Management, Risk Assessment, Process Improvement, Quality Assurance, Military Logistics, Security, Integration, Contingency Planning, Teaching, Afghanistan, Risk Management, Strategic Partnerships, Critical Thinking, Mitigation, Team Management, Dependable Team Player, Logistics Management, Event Planning, Event Management, Events Coordination, Talent Acquisition, Talent Scouting, Talent Mining, Six Sigma Green Belt...
Education
University of Phoenix 2007 — 2009
Masters of Science, Computer and Information Systems
Cameron University 1991 — 1992
Bachelor of Applied Science (B.A.Sc.), Interdisciplinary Studies
Agua Fria Union Highschool 1982 — 1986
Deborah Snow's Bank of America Experience August 1998 - July 2007
Job Vice President, Global Recruitment
Industry Information Technology and Services
Experience
Qlik September 2014 - Present
Allscripts January 2013 - April 2014
Allscripts January 2010 - January 2013
Cisco Systems June 2007 - January 2010
Bank of America August 1998 - July 2007
Skills
Six Sigma Green Belt, Mergers and Acquisitions, Operational Excellence, Strategic Planning, Microsoft Exchange, Cross-functional Team..., Leadership Development, Portfolio Management, Compensation & Benefits..., Management, Mergers, Six Sigma, Performance Management, Mergers & Acquisitions, Business Analysis, Leadership, Strategy, Recruiting, Integration, Sales, Vendor Management, Program Management, Process Improvement
Education
Campbell University 1982 — 1984
UOP 2010 — 2011
Qlik September 2014 - Present
Allscripts January 2013 - April 2014
Allscripts January 2010 - January 2013
Cisco Systems June 2007 - January 2010
Bank of America August 1998 - July 2007
Skills
Six Sigma Green Belt, Mergers and Acquisitions, Operational Excellence, Strategic Planning, Microsoft Exchange, Cross-functional Team..., Leadership Development, Portfolio Management, Compensation & Benefits..., Management, Mergers, Six Sigma, Performance Management, Mergers & Acquisitions, Business Analysis, Leadership, Strategy, Recruiting, Integration, Sales, Vendor Management, Program Management, Process Improvement
Education
Campbell University 1982 — 1984
UOP 2010 — 2011
Brandy Fleming Brandy Fleming's Bank of America Experience August 2001 - February 2003
Job Social Entrepreneur
Industry Nonprofit Organization Management
Experience
One World Market April 2012 - Present
Duke University April 2014 - November 2014
Harnett County Literacy August 2006 - November 2011
Profitable Idealist September 2005 - November 2011
ResCare April 2004 - August 2005
Bank of America August 2001 - February 2003
Bank of America February 2001 - August 2001
Bank of America July 2000 - February 2001
Bank of America June 1999 - July 2000
Skills
Mergers, Finance, Marketing, Volunteer Management, Accounting, Project Management, Fundraising, Non-profits, Strategic Planning, Financial Analysis, Managerial Finance, Financial Modeling, Budgets, Banking, Leadership, Process Improvement, Due Diligence, Nonprofits, Team Building, Community Outreach, Training, Management, Grant Writing, Business Strategy, Organizational...
Education
University of Miami 2012 — 2013
Master of Science (M.S.), Community Well-Being & Social Change
Charles University, Prague, Global Leadership exChange
Social Enterprise Development
University of North Carolina at Chapel Hill
Social Entrepreneurship & Sustainable Business
Duke University 2010 — 2011
Certificate, Nonprofit Management
Central Carolina Community College
Course, Grant Writing
Campbell University 1995 — 1999
BS, Accounting
One World Market April 2012 - Present
Duke University April 2014 - November 2014
Harnett County Literacy August 2006 - November 2011
Profitable Idealist September 2005 - November 2011
ResCare April 2004 - August 2005
Bank of America August 2001 - February 2003
Bank of America February 2001 - August 2001
Bank of America July 2000 - February 2001
Bank of America June 1999 - July 2000
Skills
Mergers, Finance, Marketing, Volunteer Management, Accounting, Project Management, Fundraising, Non-profits, Strategic Planning, Financial Analysis, Managerial Finance, Financial Modeling, Budgets, Banking, Leadership, Process Improvement, Due Diligence, Nonprofits, Team Building, Community Outreach, Training, Management, Grant Writing, Business Strategy, Organizational...
Education
University of Miami 2012 — 2013
Master of Science (M.S.), Community Well-Being & Social Change
Charles University, Prague, Global Leadership exChange
Social Enterprise Development
University of North Carolina at Chapel Hill
Social Entrepreneurship & Sustainable Business
Duke University 2010 — 2011
Certificate, Nonprofit Management
Central Carolina Community College
Course, Grant Writing
Campbell University 1995 — 1999
BS, Accounting
Heather Cartright's Bank of America Experience August 2006 - October 2011
Job Wealth Associate Relationship Manager at BB&T
Industry Investment Management
Experience
BB&T November 2014 - Present
Trevett Capital Partners October 2012 - November 2014
U.S. Trust October 2011 - October 2012
Bank of America August 2006 - October 2011
Skills
Wealth Management, Retail Banking, Banking, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Equities, Asset Management, Financial Services, Risk Management, Wealth Management..., Customer Service
Education
Campbell University 2013 — 2013
Graduate of Southeastern Trust School
Hodges University 2009 — 2011
Bachelor of Science (BS)
Edison State College 2006 — 2009
Associate of Arts (AA)
BB&T November 2014 - Present
Trevett Capital Partners October 2012 - November 2014
U.S. Trust October 2011 - October 2012
Bank of America August 2006 - October 2011
Skills
Wealth Management, Retail Banking, Banking, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Equities, Asset Management, Financial Services, Risk Management, Wealth Management..., Customer Service
Education
Campbell University 2013 — 2013
Graduate of Southeastern Trust School
Hodges University 2009 — 2011
Bachelor of Science (BS)
Edison State College 2006 — 2009
Associate of Arts (AA)
Dawn LeConey Dawn LeConey's Bank of America Experience July 2010 - Present
Job Banking Center Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
TD Bank January 2006 - January 2009
Citizens Bank 2004 - 2006
Equity Bank January 2000 - January 2004
Education
Edgewood High School 1996 — 1999
Camden County College
Real Estate
Bank of America July 2010 - Present
TD Bank January 2006 - January 2009
Citizens Bank 2004 - 2006
Equity Bank January 2000 - January 2004
Education
Edgewood High School 1996 — 1999
Camden County College
Real Estate
John D. Fisher, CFP® John D. Fisher, CFP®'s Bank of America Experience May 2006 - August 2006
Job Wealth Financial Planning Analyst at BB&T
Industry Financial Services
Experience
BB&T January 2012 - Present
The Fidelity Bank October 2007 - August 2011
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Financial Planning
Education
Campbell University 2002 — 2007
MBA & BBA w/Focus In Trust & Investment Management, Minor in Financial Planning, Investments, Administration, Fiduciary Law, Accounting
BB&T January 2012 - Present
The Fidelity Bank October 2007 - August 2011
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Financial Planning
Education
Campbell University 2002 — 2007
MBA & BBA w/Focus In Trust & Investment Management, Minor in Financial Planning, Investments, Administration, Fiduciary Law, Accounting
Luis Posada MBA Luis Posada MBA's Bank of America Experience January 2006 - June 2010
Job Mortgage Banker at Bank of Oklahoma OKC
Industry Financial Services
Experience
BOK Financial May 2015 - Present
Chase June 2010 - May 2015
Bank of America January 2006 - June 2010
Fowler Honda and Mitsubishi Inc February 2003 - January 2004
Skills
Mortgage Lending, FHA, Loans, Mortgage, VA, Refinance, Loan Origination, Credit, Credit Analysis, Banking
Education
Cameron University 2004 — 2005
MBA, Business administration
University of Oklahoma - Price College of Business 1996 — 2002
BBA, International Business
BOK Financial May 2015 - Present
Chase June 2010 - May 2015
Bank of America January 2006 - June 2010
Fowler Honda and Mitsubishi Inc February 2003 - January 2004
Skills
Mortgage Lending, FHA, Loans, Mortgage, VA, Refinance, Loan Origination, Credit, Credit Analysis, Banking
Education
Cameron University 2004 — 2005
MBA, Business administration
University of Oklahoma - Price College of Business 1996 — 2002
BBA, International Business
Lea McCoy Lea McCoy's Bank of America Experience June 2009 - June 2010
Job Admin. Remedies Specialist at Michaelson, Connor, & Boul
Industry Financial Services
Experience
Michaelson, Connor, & Boul September 2010 - October 2012
Bank of America June 2009 - June 2010
Beal Bank February 2008 - March 2010
Bank of America 2009 - 2009
Washington Mutual March 2007 - December 2007
First Magnus Financial May 2005 - June 2006
Sebring Capital August 2001 - April 2005
Citifinancial November 1998 - August 2001
Ameriquest Mortgage 1996 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Credit, Loss Mitigation, Residential Mortgages, Underwriting, Mortgage Underwriting, Refinance, USDA, Banking, Credit Analysis, Mortgage Servicing, Due Diligence, Investment Properties, Foreclosures, Construction Loans, Credit Risk, Risk Management
Education
Oklahoma State University 1999 — 2001
Almost, Liberal Art Education
Cameron University 1986 — 1987
assoc, Liberal arts
MacArthur HS 1984 — 1987
Michaelson, Connor, & Boul September 2010 - October 2012
Bank of America June 2009 - June 2010
Beal Bank February 2008 - March 2010
Bank of America 2009 - 2009
Washington Mutual March 2007 - December 2007
First Magnus Financial May 2005 - June 2006
Sebring Capital August 2001 - April 2005
Citifinancial November 1998 - August 2001
Ameriquest Mortgage 1996 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Credit, Loss Mitigation, Residential Mortgages, Underwriting, Mortgage Underwriting, Refinance, USDA, Banking, Credit Analysis, Mortgage Servicing, Due Diligence, Investment Properties, Foreclosures, Construction Loans, Credit Risk, Risk Management
Education
Oklahoma State University 1999 — 2001
Almost, Liberal Art Education
Cameron University 1986 — 1987
assoc, Liberal arts
MacArthur HS 1984 — 1987
Vernon White Vernon White's Bank of America Experience March 2011 - Present
Job Mortgage Modification Specialist at Bank of America
Industry Banking
Experience
Bank of America March 2011 - Present
Bank of America March 2008 - March 2011
JPMorgan Chase March 2006 - March 2008
Wells Fargo Home Mortgage March 2004 - March 2006
American General Finance June 1976 - May 1998
Skills
Reverse Mortgages, Mortgage, Credit, Home, Customer Service, Mortgage Modifications
Education
Camden County College
Business Administration
Bank of America March 2011 - Present
Bank of America March 2008 - March 2011
JPMorgan Chase March 2006 - March 2008
Wells Fargo Home Mortgage March 2004 - March 2006
American General Finance June 1976 - May 1998
Skills
Reverse Mortgages, Mortgage, Credit, Home, Customer Service, Mortgage Modifications
Education
Camden County College
Business Administration
Cassaundra Frost, CFA, CIMA, CAIA's Bank of America Experience April 2006 - February 2008
Job Portfolio Manager at Bank of Texas
Industry Investment Management
Experience
Bank of Texas February 2008 - Present
CFA Institute September 2000 - Present
University of Texas at Dallas June 2008 - September 2011
CFA Society of Dallas Ft Worth 2007 - 2010
BANK OF AMERICA April 2006 - February 2008
Yukon National Bank July 2005 - June 2006
University of Central Oklahoma August 2003 - January 2006
ASSET SERVICES COMPANY August 2002 - June 2005
Wachovia in March 1997 - October 1998
United States Navy October 1994 - October 1996
Skills
CIMA, Portfolio Management, Asset Allocation, Investments, Investment Strategies, CFA, MBA, CAIA, Trust, Consultancy, Institutional, Foundations, Endowments, Defined Benefit, Wealth Management
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, General Business
Cameron University 1990 — 1994
BBA, Finance
Bank of Texas February 2008 - Present
CFA Institute September 2000 - Present
University of Texas at Dallas June 2008 - September 2011
CFA Society of Dallas Ft Worth 2007 - 2010
BANK OF AMERICA April 2006 - February 2008
Yukon National Bank July 2005 - June 2006
University of Central Oklahoma August 2003 - January 2006
ASSET SERVICES COMPANY August 2002 - June 2005
Wachovia in March 1997 - October 1998
United States Navy October 1994 - October 1996
Skills
CIMA, Portfolio Management, Asset Allocation, Investments, Investment Strategies, CFA, MBA, CAIA, Trust, Consultancy, Institutional, Foundations, Endowments, Defined Benefit, Wealth Management
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, General Business
Cameron University 1990 — 1994
BBA, Finance
Cardel Mirare Johnson's Bank of America Experience May 2014 - Present
Job Small Business Escalations Supervisor
Industry Broadcast Media
Experience
Bank of America May 2014 - Present
Point 180 December 2013 - May 2014
Skills
Strong verbal..., Telecommunications, Organizational..., Written Correspondence, General Office Skills, Web Design, Web Development, Microsoft Office, Microsoft Excel, Microsoft Word, Adaptability, Highly self-motivated, Customer Service, Scheduling Tools, Marketing Communications, Sales Operations, Radio Promotions, Radio Broadcasting, Radio Advertising, Sales, Social Networking
Education
Campbell University 2006 — 2010
Bachelors of Arts, Communications
West Allegheny
Bank of America May 2014 - Present
Point 180 December 2013 - May 2014
Skills
Strong verbal..., Telecommunications, Organizational..., Written Correspondence, General Office Skills, Web Design, Web Development, Microsoft Office, Microsoft Excel, Microsoft Word, Adaptability, Highly self-motivated, Customer Service, Scheduling Tools, Marketing Communications, Sales Operations, Radio Promotions, Radio Broadcasting, Radio Advertising, Sales, Social Networking
Education
Campbell University 2006 — 2010
Bachelors of Arts, Communications
West Allegheny
Erik Young Erik Young's Bank of America Experience August 2012 - September 2013
Job Branch Relationship Manager III at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank September 2013 - Present
Bank of America August 2012 - September 2013
Beneficial Bank September 2011 - August 2012
Beneficial Bank November 2006 - September 2011
Citizens Bank March 2004 - November 2006
Education
Thomas Edison State College 2006 — 2007
Bachelors, History
Camden County College 2003 — 2006
Associates, Elementary/Secondary Education
Susquehanna Bank September 2013 - Present
Bank of America August 2012 - September 2013
Beneficial Bank September 2011 - August 2012
Beneficial Bank November 2006 - September 2011
Citizens Bank March 2004 - November 2006
Education
Thomas Edison State College 2006 — 2007
Bachelors, History
Camden County College 2003 — 2006
Associates, Elementary/Secondary Education
David Bechtold David Bechtold's Bank of America Experience July 2010 - June 2011
Job Client Service Representative with Andesa Services
Industry Insurance
Experience
Andesa Services, Inc. April 2015 - Present
ADP April 2014 - April 2015
Bankers Life and Casualty June 2012 - April 2014
Guardian Life Insurance September 2011 - May 2012
Bank of America July 2010 - June 2011
Guardian Life Insurance November 2009 - July 2010
Wells Fargo Financial May 2009 - November 2009
KNBT 2007 - 2009
Skills
Fixed Annuities, Credit, Wealth Management, Retirement Planning, Insurance, Customer Satisfaction, Retirement, Call Centers, Customer Service, Life Insurance, Private Banking, Strategic Financial..., Investments, Estate Planning, Banking, Credit Analysis, Credit Risk, Medicare, Medicare Part D, Medicare Advantage
Education
Campbell University 2005 — 2009
Bachelors, Trust & Wealth Management
Andesa Services, Inc. April 2015 - Present
ADP April 2014 - April 2015
Bankers Life and Casualty June 2012 - April 2014
Guardian Life Insurance September 2011 - May 2012
Bank of America July 2010 - June 2011
Guardian Life Insurance November 2009 - July 2010
Wells Fargo Financial May 2009 - November 2009
KNBT 2007 - 2009
Skills
Fixed Annuities, Credit, Wealth Management, Retirement Planning, Insurance, Customer Satisfaction, Retirement, Call Centers, Customer Service, Life Insurance, Private Banking, Strategic Financial..., Investments, Estate Planning, Banking, Credit Analysis, Credit Risk, Medicare, Medicare Part D, Medicare Advantage
Education
Campbell University 2005 — 2009
Bachelors, Trust & Wealth Management
Rachelle Rankin Rachelle Rankin's Bank of America Experience February 2008 - October 2010
Job Management Trainee at GEICO
Industry Political Organization
Experience
GEICO June 2014 - Present
Walter Rand Institute for Public Affairs September 2013 - June 2014
Office of Assembly Leaders Greenwald and Lampitt June 2012 - December 2012
Things Remembered November 2010 - June 2011
Bank of America February 2008 - October 2010
GoldCoast Mortgage LLC June 2005 - January 2008
Skills
Public Speaking, Public Relations, Leadership, Research, Social Media, PowerPoint, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Analysis, Training, Politics, Political Science, English, Team Building, Customer Service, Customer Retention, Retail Banking, Sales Management, Communication Skills, Hiring, Interviews, Fundraising, Sales, Communication
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.9
Camden County College 2011 — 2012
Associate of Arts (A.A.), General Studies, 4.0
edgewood high
GEICO June 2014 - Present
Walter Rand Institute for Public Affairs September 2013 - June 2014
Office of Assembly Leaders Greenwald and Lampitt June 2012 - December 2012
Things Remembered November 2010 - June 2011
Bank of America February 2008 - October 2010
GoldCoast Mortgage LLC June 2005 - January 2008
Skills
Public Speaking, Public Relations, Leadership, Research, Social Media, PowerPoint, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Analysis, Training, Politics, Political Science, English, Team Building, Customer Service, Customer Retention, Retail Banking, Sales Management, Communication Skills, Hiring, Interviews, Fundraising, Sales, Communication
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.9
Camden County College 2011 — 2012
Associate of Arts (A.A.), General Studies, 4.0
edgewood high
Makayla Thrower's Bank of America Experience March 2015 - Present
Job Senior Compensation Consultant at Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Bank of America April 2013 - March 2015
Bank of America July 2011 - April 2013
US Trust September 2007 - June 2011
Wachovia, A Wells Fargo Company May 2006 - August 2007
Skills
Banking, Relationship Management, Risk Management, Financial Analysis, Wealth Management, Process Improvement, Business Process..., Project Management, Investments, Change Management, Strategic Planning, Strategic Financial..., Problem Solving, Customer Retention, Job Coaching, Sales, Marketing Strategy, Financial Planning
Education
Campbell University
BBA, Trust and Investment Management, minor in Financial Planning
East Carolina University - College of Business
MBA, Business Administration and Management, General
Bank of America March 2015 - Present
Bank of America April 2013 - March 2015
Bank of America July 2011 - April 2013
US Trust September 2007 - June 2011
Wachovia, A Wells Fargo Company May 2006 - August 2007
Skills
Banking, Relationship Management, Risk Management, Financial Analysis, Wealth Management, Process Improvement, Business Process..., Project Management, Investments, Change Management, Strategic Planning, Strategic Financial..., Problem Solving, Customer Retention, Job Coaching, Sales, Marketing Strategy, Financial Planning
Education
Campbell University
BBA, Trust and Investment Management, minor in Financial Planning
East Carolina University - College of Business
MBA, Business Administration and Management, General
Ciji Fisher Ciji Fisher's Bank of America Experience May 2005 - July 2005
Job Business Development Consultant at First Citizens Bank
Industry Banking
Experience
First Citizens Bank June 2013 - Present
First Citizens Bank November 2009 - June 2013
First Citizens Bank April 2007 - November 2009
Armor Investment Advisors, LLC May 2006 - April 2007
Bank of America May 2005 - July 2005
Skills
Financial Services, Investment Management, Wealth Management, Relationship Management, Investments, Wealth Management..., Retirement Planning, Trust Services, Investment Advisory, Wealth, Sales, Customer Service, Series 65, 401k, Asset Allocation, Asset Management, ERISA, Strategic Financial..., Accounting, High Net Worth..., Financial Planning
Education
Campbell University 2002 — 2007
BBA/MBA, Master of Business Administration with Finance Concentration
First Citizens Bank June 2013 - Present
First Citizens Bank November 2009 - June 2013
First Citizens Bank April 2007 - November 2009
Armor Investment Advisors, LLC May 2006 - April 2007
Bank of America May 2005 - July 2005
Skills
Financial Services, Investment Management, Wealth Management, Relationship Management, Investments, Wealth Management..., Retirement Planning, Trust Services, Investment Advisory, Wealth, Sales, Customer Service, Series 65, 401k, Asset Allocation, Asset Management, ERISA, Strategic Financial..., Accounting, High Net Worth..., Financial Planning
Education
Campbell University 2002 — 2007
BBA/MBA, Master of Business Administration with Finance Concentration
Donna Woida Donna Woida's Bank of America Experience November 2014 - Present
Job Senior Vice President, Centralized Operations Executive
Industry Financial Services
Experience
Bank of America November 2014 - Present
Bank of America September 2011 - Present
Bank of America May 2010 - September 2011
Bank of America December 2008 - October 2010
Countrywide Home Loans May 2004 - December 2008
Cendant Mortgage 1993 - 2004
PHH Home Loans 1993 - 2004
Skills
Banking, Credit, Credit Analysis, FHA, Forecasting, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales, Sales Management, Consumer Lending, Commercial Lending, Refinance, Risk Management
Education
Cameron University 1989 — 1992
BBA, Finance
Bank of America November 2014 - Present
Bank of America September 2011 - Present
Bank of America May 2010 - September 2011
Bank of America December 2008 - October 2010
Countrywide Home Loans May 2004 - December 2008
Cendant Mortgage 1993 - 2004
PHH Home Loans 1993 - 2004
Skills
Banking, Credit, Credit Analysis, FHA, Forecasting, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales, Sales Management, Consumer Lending, Commercial Lending, Refinance, Risk Management
Education
Cameron University 1989 — 1992
BBA, Finance
Shamecia Carter Shamecia Carter's Bank of America Experience January 2008 - January 2009
Job Management Professional, Operations Specialist and Staff Training & Develpment skills
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Bank of America January 2008 - January 2009
Skills
Risk Management, Training, Leadership, Management, Payroll, Loans, Auditing, Customer Service, Financial Services, Sales, Internal Controls, Microsoft Excel
Education
Camden County College 2002 — 2004
Associates of Science in Business, Business
Wells Fargo August 2011 - Present
Bank of America January 2008 - January 2009
Skills
Risk Management, Training, Leadership, Management, Payroll, Loans, Auditing, Customer Service, Financial Services, Sales, Internal Controls, Microsoft Excel
Education
Camden County College 2002 — 2004
Associates of Science in Business, Business
Brandon Tipton, MBA Brandon Tipton, MBA's Bank of America Experience May 2006 - August 2006
Job Business Analyst at Infovisa, Inc
Industry Financial Services
Experience
Infovisa, Inc. October 2013 - Present
Infovisa, Inc December 2008 - October 2013
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Wealth Management, Fiduciary Services, Investments, Risk Management, Microsoft Office, Wealth Management..., Trust Services, Financial Analysis, Asset Allocation, Asset Managment, Banking, Strategic Financial..., Portfolio Management, Retirement Planning, CRM, Asset Management, Mutual Funds, Financial Services, Investment Management
Education
Campbell University 2005 — 2007
MBA, Investments/Finance, Management
Campbell University 2002 — 2007
BBA, Trust and Wealth Management
Infovisa, Inc. October 2013 - Present
Infovisa, Inc December 2008 - October 2013
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Wealth Management, Fiduciary Services, Investments, Risk Management, Microsoft Office, Wealth Management..., Trust Services, Financial Analysis, Asset Allocation, Asset Managment, Banking, Strategic Financial..., Portfolio Management, Retirement Planning, CRM, Asset Management, Mutual Funds, Financial Services, Investment Management
Education
Campbell University 2005 — 2007
MBA, Investments/Finance, Management
Campbell University 2002 — 2007
BBA, Trust and Wealth Management
Jennifer Pierson Jennifer Pierson's Bank of America Experience January 1999 - January 2001
Job Estate and Trust Tax Manager at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP January 2013 - Present
AICPA January 2012 - January 2013
TRP CPAs, PLLC November 2008 - December 2011
BEERS & CUTLER PLLC 2007 - 2008
Dixon Hughes Goodman, LLP 2004 - 2007
GOOD, SWARTZ, BROWN & BERNS, LLP January 2001 - January 2004
Bank of America January 1999 - January 2001
Bank of America, N.A. 1999 - 2001
Skills
Gifts, Income Tax, Tax, Trusts, Tax Law, Accounting, Estate Planning, Tax Returns, Corporate Tax, Estate Tax Planning, Financial Planners, Auditing, CPA, Tax Research, Financial Planning, Financial Accounting, GAAP
Education
Campbell University
Master, Business Administration
Campbell University
Bachelor, Business Administration; Accounting
Cherry Bekaert LLP January 2013 - Present
AICPA January 2012 - January 2013
TRP CPAs, PLLC November 2008 - December 2011
BEERS & CUTLER PLLC 2007 - 2008
Dixon Hughes Goodman, LLP 2004 - 2007
GOOD, SWARTZ, BROWN & BERNS, LLP January 2001 - January 2004
Bank of America January 1999 - January 2001
Bank of America, N.A. 1999 - 2001
Skills
Gifts, Income Tax, Tax, Trusts, Tax Law, Accounting, Estate Planning, Tax Returns, Corporate Tax, Estate Tax Planning, Financial Planners, Auditing, CPA, Tax Research, Financial Planning, Financial Accounting, GAAP
Education
Campbell University
Master, Business Administration
Campbell University
Bachelor, Business Administration; Accounting
Jared Pearce Jared Pearce's Bank of America Experience February 2010 - August 2010
Job Deployment Manager at Allegro Development Corporation
Industry Telecommunications
Experience
Allegro Development Corporation September 2011 - Present
AT&T August 2010 - September 2011
Bank of America February 2010 - August 2010
Bank of America February 2009 - February 2010
Bank of America June 2008 - February 2009
Bank of America January 2007 - June 2008
Bank of America June 2003 - January 2007
State Employees' Credit Union January 2001 - May 2003
Skills
Marketing, Change Management, Training, Product Management, Cross-functional Team..., Software Implementation, Project Management
Education
Campbell University 1998 — 2003
MBA, Business Administration
Allegro Development Corporation September 2011 - Present
AT&T August 2010 - September 2011
Bank of America February 2010 - August 2010
Bank of America February 2009 - February 2010
Bank of America June 2008 - February 2009
Bank of America January 2007 - June 2008
Bank of America June 2003 - January 2007
State Employees' Credit Union January 2001 - May 2003
Skills
Marketing, Change Management, Training, Product Management, Cross-functional Team..., Software Implementation, Project Management
Education
Campbell University 1998 — 2003
MBA, Business Administration
Joel Penny, CFP® Joel Penny, CFP®'s Bank of America Experience June 2004 - May 2006
Job Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2006 - Present
Bank of America June 2004 - May 2006
Skills
Wealth Management, Portfolio Management, Program Management, Wealth, Investments, Finance, Management, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management..., Retirement Planning, Asset Management, Banking
Education
Campbell University 1999 — 2004
MBA, BBA, Trust and Investment Management
Wells Fargo Private Bank May 2006 - Present
Bank of America June 2004 - May 2006
Skills
Wealth Management, Portfolio Management, Program Management, Wealth, Investments, Finance, Management, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management..., Retirement Planning, Asset Management, Banking
Education
Campbell University 1999 — 2004
MBA, BBA, Trust and Investment Management
Larissa Perez's Bank of America Experience February 2010 - April 2013
Job Operations Specialist
Industry Information Technology and Services
Experience
Netera Networks June 2015 - Present
Tax Ease October 2013 - June 2015
City of Rockwall April 2013 - October 2013
Bank of America February 2010 - April 2013
American Honda Financial Services (RPC Company) June 2009 - February 2010
Liberty National Bank December 2007 - April 2009
IBC Bank April 2007 - November 2007
Sears May 2003 - November 2007
Skills
Highly detail oriented, Customer Service, Highly motivated..., Analytical Skills, Managed Money, Human Resources, Property Management, Retail Banking, Retail Sales, Call Centers, Loans, Sales, Mortgage Lending, Management
Education
Cameron University 2002 — 2007
Bachelor's degree, Criminal Justice/Law Enforcement Administration, 3.0
Cameron University 2002 — 2007
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Netera Networks June 2015 - Present
Tax Ease October 2013 - June 2015
City of Rockwall April 2013 - October 2013
Bank of America February 2010 - April 2013
American Honda Financial Services (RPC Company) June 2009 - February 2010
Liberty National Bank December 2007 - April 2009
IBC Bank April 2007 - November 2007
Sears May 2003 - November 2007
Skills
Highly detail oriented, Customer Service, Highly motivated..., Analytical Skills, Managed Money, Human Resources, Property Management, Retail Banking, Retail Sales, Call Centers, Loans, Sales, Mortgage Lending, Management
Education
Cameron University 2002 — 2007
Bachelor's degree, Criminal Justice/Law Enforcement Administration, 3.0
Cameron University 2002 — 2007
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Natimah Barge Natimah Barge's Bank of America Experience June 2011 - December 2012
Job Licensed Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty August 2015 - Present
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. January 2014 - December 2014
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. January 2014 - December 2014
Bank of America June 2011 - December 2012
Comcast Cable March 2008 - January 2011
Skills
Technical Support, Troubleshooting, Windows 7, Windows XP, Active Directory, Windows Server, Computer Hardware, Software Installation, Windows, Operating Systems, VMware, Network Administration, Networking, Servers, Licensed Real Estate..., Real Estate, Real Estate Investment, Real Estate Sales
Education
The Real Estate School 2015 — 2015
Real Estate Sales Licensing Course
Camden County College 2013 — 2013
MCITP
Chubb Institute 2006 — 2007
Computer Networking and Security
Keller Williams Realty August 2015 - Present
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. January 2014 - December 2014
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. January 2014 - December 2014
Bank of America June 2011 - December 2012
Comcast Cable March 2008 - January 2011
Skills
Technical Support, Troubleshooting, Windows 7, Windows XP, Active Directory, Windows Server, Computer Hardware, Software Installation, Windows, Operating Systems, VMware, Network Administration, Networking, Servers, Licensed Real Estate..., Real Estate, Real Estate Investment, Real Estate Sales
Education
The Real Estate School 2015 — 2015
Real Estate Sales Licensing Course
Camden County College 2013 — 2013
MCITP
Chubb Institute 2006 — 2007
Computer Networking and Security
Penela KODJOGBE Penela KODJOGBE's Bank of America Experience August 2015 - Present
Job Fraud Analyst II at Bank of America
Industry Management Consulting
Experience
Bank of America August 2015 - Present
Partners Connect July 2014 - August 2015
ePharmaSolutions January 2014 - June 2014
The LiveWell Revolution May 2010 - May 2014
Relish Restaurant June 2011 - January 2014
Green Soul May 2011 - December 2013
Skills
System Administration, Troubleshooting, Security, Customer Service, Leadership, Linux, Windows 7, SQL, Windows Server, Microsoft Excel, Microsoft Office, Visual Basic, Servers, Management, Microsoft Word, PowerPoint, Public Speaking, VMware, Strategic Planning, Project Management, Databases, Social Media, Sales, Training, Access, Team Leadership, VPN, Firewalls, Oracle, Programming, Stata, SPSS, TSYS, OMNI, Fraud Analysis, Fraud Detection, Fraud Claims, LexisNexis
Education
WILMINGTON UNIVERSITY 2010 — 2012
Bachelor of Science (B.S.), Computer and Network Security
Camden County College
Associate of Science, Computer Information Systems
Bank of America August 2015 - Present
Partners Connect July 2014 - August 2015
ePharmaSolutions January 2014 - June 2014
The LiveWell Revolution May 2010 - May 2014
Relish Restaurant June 2011 - January 2014
Green Soul May 2011 - December 2013
Skills
System Administration, Troubleshooting, Security, Customer Service, Leadership, Linux, Windows 7, SQL, Windows Server, Microsoft Excel, Microsoft Office, Visual Basic, Servers, Management, Microsoft Word, PowerPoint, Public Speaking, VMware, Strategic Planning, Project Management, Databases, Social Media, Sales, Training, Access, Team Leadership, VPN, Firewalls, Oracle, Programming, Stata, SPSS, TSYS, OMNI, Fraud Analysis, Fraud Detection, Fraud Claims, LexisNexis
Education
WILMINGTON UNIVERSITY 2010 — 2012
Bachelor of Science (B.S.), Computer and Network Security
Camden County College
Associate of Science, Computer Information Systems
Darrin Autry, CFP®, CTFA Darrin Autry, CFP®, CTFA's Bank of America Experience May 2003 - April 2005
Job Vice President & Senior Wealth Management Consultant at The Commerce Trust Company
Industry Banking
Experience
The Commerce Trust Company April 2009 - Present
JPMorgan Chase April 2005 - April 2009
Bank of America May 2003 - April 2005
Skills
Investment Management, Financial Planning, Estate Planning, Private Banking, Trust Administration
Education
Campbell University 2002 — 2003
Master of Business Administration (MBA)
Campbell University 1998 — 2002
BBA, Trust & Investment Management
The Commerce Trust Company April 2009 - Present
JPMorgan Chase April 2005 - April 2009
Bank of America May 2003 - April 2005
Skills
Investment Management, Financial Planning, Estate Planning, Private Banking, Trust Administration
Education
Campbell University 2002 — 2003
Master of Business Administration (MBA)
Campbell University 1998 — 2002
BBA, Trust & Investment Management
Ashley Potter's Bank of America Experience June 2009 - August 2009
Job Business Analyst, Trust Department, First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank March 2013 - Present
First Citizens Bank March 2011 - March 2013
Wells Fargo Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Skills
Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service
Education
Campbell University 2009 — 2011
Master of Business Administration (M.B.A.)
Campbell University 2006 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
First Citizens Bank March 2013 - Present
First Citizens Bank March 2011 - March 2013
Wells Fargo Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Skills
Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service
Education
Campbell University 2009 — 2011
Master of Business Administration (M.B.A.)
Campbell University 2006 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
Anthony Fastige Anthony Fastige's Bank of America Experience January 1997 - Present
Job Retail Sales Manager NMLS ID 274287
Industry Banking
Experience
Bank of America January 1997 - Present
Benchmark Mortgage August 2009 - August 2011
Capital One January 1993 - January 1995
Skills
Loan Origination, Mortgage Lending, FHA, USDA, Refinance, Loans, Mortgage Banking, VA loans, FHA financing, Construction Loans, Residential Mortgages, Government Loans, Credit, Home Equity Lines of..., Finance, Mortgage Underwriting, Real Estate, Real Estate Transactions, Credit Analysis, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing
Education
Campbell University 1988 — 1989
Bank of America January 1997 - Present
Benchmark Mortgage August 2009 - August 2011
Capital One January 1993 - January 1995
Skills
Loan Origination, Mortgage Lending, FHA, USDA, Refinance, Loans, Mortgage Banking, VA loans, FHA financing, Construction Loans, Residential Mortgages, Government Loans, Credit, Home Equity Lines of..., Finance, Mortgage Underwriting, Real Estate, Real Estate Transactions, Credit Analysis, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing
Education
Campbell University 1988 — 1989
Angie Sizemore's Bank of America Experience February 2011 - Present
Job Vault Teller at Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
Skills
Credit, Banking, Loans, Retail Banking, Customer Service
Education
Campbell University
Bank of America February 2011 - Present
Skills
Credit, Banking, Loans, Retail Banking, Customer Service
Education
Campbell University
Vincent Marone's Bank of America Experience December 2001 - February 2004
Job Branch Operations Supervisor II at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank July 2014 - Present
Wells Fargo February 2014 - July 2014
Address Our Mess March 2013 - February 2014
Citizens Bank May 2010 - March 2013
TD Bank Group February 2004 - May 2010
Bank of America December 2001 - February 2004
Skills
Genuine Leadership..., Leadership Mentoring, Large Group Facilitation, Coaching, Leadership, Team Building, Performance Management, Management, Training, Process Improvement, Team Leadership, Employee Training, Time Management, Change Management, Recruiting, Employee Relations, Leadership Development, Analysis, Graphic Design, Creative Writing, Email Marketing, Customer Service, Public Speaking, Branch Banking, Banking, Retail Banking, Loans, Sales, Credit, Consumer Lending
Education
Camden County College 2011 — 2015
Pope Paul VI High School 1997 — 2001
Charles W Lewis Middle School
Susquehanna Bank July 2014 - Present
Wells Fargo February 2014 - July 2014
Address Our Mess March 2013 - February 2014
Citizens Bank May 2010 - March 2013
TD Bank Group February 2004 - May 2010
Bank of America December 2001 - February 2004
Skills
Genuine Leadership..., Leadership Mentoring, Large Group Facilitation, Coaching, Leadership, Team Building, Performance Management, Management, Training, Process Improvement, Team Leadership, Employee Training, Time Management, Change Management, Recruiting, Employee Relations, Leadership Development, Analysis, Graphic Design, Creative Writing, Email Marketing, Customer Service, Public Speaking, Branch Banking, Banking, Retail Banking, Loans, Sales, Credit, Consumer Lending
Education
Camden County College 2011 — 2015
Pope Paul VI High School 1997 — 2001
Charles W Lewis Middle School
Luis A. Rivera Luis A. Rivera's Bank of America Experience 2008 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Wealth Management July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management July 2009 - July 2010
Bank of America 2008 - 2008
Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis
Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Wealth Management July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management July 2009 - July 2010
Bank of America 2008 - 2008
Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis
Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning
Brent Surace Brent Surace's Bank of America Experience June 2004 - September 2007
Job The Stuff Dreams Are Made Of...
Industry Aviation & Aerospace
Experience
Somewhere hip & cool August 2015 - Present
Hillsboro Academy August 2015 - Present
Northwest Trustee & Management Services February 2014 - November 2014
Liberty Mutual Insurance January 2014 - February 2014
Panhandle State Bank July 2012 - April 2013
Countybank December 2011 - July 2012
National Christian Foundation September 2007 - January 2010
Bank of America June 2004 - September 2007
Non-Profit Services January 2004 - January 2004
Skills
Asset Allocation, Charitable Trusts, Wealth Management, Investments, Business Process, Asset Managment, High Net Worth..., Personal Trusts, Risk Management, Operational Efficiency, Fiduciary Services, Asset Management, Trust Services, Private Banking, Banking, Financial Risk, Wealth, Investment Management, Fixed Income, Financial Services, Portfolio Management, Relationship Management, Mutual Funds, Wealth Management..., Management, Trusts, Securities, Employee Benefits, Investment Advisory, Estate Planning
Education
Campbell University 2003 — 2004
Master, Trust & Investment Management
Campbell University, North Carolina 1999 — 2003
B.B.A., Computer Information Systems
Somewhere hip & cool August 2015 - Present
Hillsboro Academy August 2015 - Present
Northwest Trustee & Management Services February 2014 - November 2014
Liberty Mutual Insurance January 2014 - February 2014
Panhandle State Bank July 2012 - April 2013
Countybank December 2011 - July 2012
National Christian Foundation September 2007 - January 2010
Bank of America June 2004 - September 2007
Non-Profit Services January 2004 - January 2004
Skills
Asset Allocation, Charitable Trusts, Wealth Management, Investments, Business Process, Asset Managment, High Net Worth..., Personal Trusts, Risk Management, Operational Efficiency, Fiduciary Services, Asset Management, Trust Services, Private Banking, Banking, Financial Risk, Wealth, Investment Management, Fixed Income, Financial Services, Portfolio Management, Relationship Management, Mutual Funds, Wealth Management..., Management, Trusts, Securities, Employee Benefits, Investment Advisory, Estate Planning
Education
Campbell University 2003 — 2004
Master, Trust & Investment Management
Campbell University, North Carolina 1999 — 2003
B.B.A., Computer Information Systems
Eric Malloy's Bank of America Experience 2011 - 2012
Job Genius at Apple
Industry Entertainment
Experience
Apple August 2015 - Present
Clutch Campus, LLC November 2011 - Present
Half-A-Brain Entertainment September 2008 - Present
Doom Bunny Films September 2008 - Present
Eric Malloy Photography January 2001 - Present
Apple August 2014 - August 2015
Apple January 2013 - August 2014
Go Straight Shot LLC June 2005 - June 2014
Perfect Ten November 2008 - March 2012
Bank of America 2011 - 2012
Skills
Project Management, Photography, Web Design, Time Management, Social Media, Social Media Marketing, Social Media Outreach, Recruiting, Retail, Integrated Marketing, Sales, Digital Marketing, Microsoft Word, Teamwork, Event Planning, Customer Satisfaction, Collaboration, Online Marketing, Advertising, Microsoft Office, Inventory Management, Public Relations, Budgets, Marketing, Coaching, Marketing Communications, Social Networking, Loss Prevention, Strategic Planning, Creative Direction, Team Leadership, Team Building, Outlook, Project Planning, Sales Management, Public Speaking, Leadership, Software Documentation, Microsoft Excel, New Business Development, Marketing Strategy, Digital Media, Account Management, Management, Customer Service, Training, Event Management, SharePoint, PowerPoint, Television
Education
Cameron University 1990 — 1995
Bachelor of Fine Arts (BFA), Music Performance, General
Apple August 2015 - Present
Clutch Campus, LLC November 2011 - Present
Half-A-Brain Entertainment September 2008 - Present
Doom Bunny Films September 2008 - Present
Eric Malloy Photography January 2001 - Present
Apple August 2014 - August 2015
Apple January 2013 - August 2014
Go Straight Shot LLC June 2005 - June 2014
Perfect Ten November 2008 - March 2012
Bank of America 2011 - 2012
Skills
Project Management, Photography, Web Design, Time Management, Social Media, Social Media Marketing, Social Media Outreach, Recruiting, Retail, Integrated Marketing, Sales, Digital Marketing, Microsoft Word, Teamwork, Event Planning, Customer Satisfaction, Collaboration, Online Marketing, Advertising, Microsoft Office, Inventory Management, Public Relations, Budgets, Marketing, Coaching, Marketing Communications, Social Networking, Loss Prevention, Strategic Planning, Creative Direction, Team Leadership, Team Building, Outlook, Project Planning, Sales Management, Public Speaking, Leadership, Software Documentation, Microsoft Excel, New Business Development, Marketing Strategy, Digital Media, Account Management, Management, Customer Service, Training, Event Management, SharePoint, PowerPoint, Television
Education
Cameron University 1990 — 1995
Bachelor of Fine Arts (BFA), Music Performance, General
Craig H Allen, CFP®, CTFA's Bank of America Experience May 2007 - August 2007
Job Assistant Vice President; Wilmington Trust N. A.
Industry Financial Services
Experience
Wilmington Trust August 2013 - Present
U.S. Trust Bank of America Private Wealth Management May 2012 - August 2013
U.S. Trust June 2008 - May 2012
Bank of America May 2007 - August 2007
Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.), Investment Management
Campbell University 2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9
Wilmington Trust August 2013 - Present
U.S. Trust Bank of America Private Wealth Management May 2012 - August 2013
U.S. Trust June 2008 - May 2012
Bank of America May 2007 - August 2007
Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.), Investment Management
Campbell University 2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9
Carla Davis Carla Davis's Bank of America Experience August 2007 - June 2008
Job Loan Processor at Alpha Mortgage USA
Industry Financial Services
Experience
Alpha Mortgage USA May 2009 - Present
Rx Express Marketing December 2008 - May 2009
Bank of America August 2007 - June 2008
Skills
Pricing, Residential Mortgages, Sales Management, Salesforce.com, Real Estate, Microsoft Excel, New Business Development, Direct Sales, Negotiation, Marketing, Sales Process, Home Equity Loans, Loan Pricing, B2B, FHA, Mortgage Banking, Refinance, Sales, Strategic Planning, Underwriting
Education
Campbell University
Alpha Mortgage USA May 2009 - Present
Rx Express Marketing December 2008 - May 2009
Bank of America August 2007 - June 2008
Skills
Pricing, Residential Mortgages, Sales Management, Salesforce.com, Real Estate, Microsoft Excel, New Business Development, Direct Sales, Negotiation, Marketing, Sales Process, Home Equity Loans, Loan Pricing, B2B, FHA, Mortgage Banking, Refinance, Sales, Strategic Planning, Underwriting
Education
Campbell University
Greg Micheals Greg Micheals's Bank of America Experience February 2014 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America February 2014 - Present
Beneficial Bank July 2012 - August 2013
Beneficial Bank April 2010 - July 2012
AT&T July 2008 - April 2010
Verizon Wireless June 2006 - March 2008
Skills
Customer Service, Team Building, Coaching, Auditing, Customer Relations, Training, Problem Solving, Leadership Development, Leadership, Management, Banking, Credit, Credit Analysis, Retail, Marketing, Human Resources, Retail Banking, Strategy, Employee Training, CRM, CRM Program Management, Sales, Loans, CRM Integration, Commercial Banking
Education
Rider University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Honors - Cum Laude
Camden County College 2002 — 2007
Associate, Business Administration
Bank of America February 2014 - Present
Beneficial Bank July 2012 - August 2013
Beneficial Bank April 2010 - July 2012
AT&T July 2008 - April 2010
Verizon Wireless June 2006 - March 2008
Skills
Customer Service, Team Building, Coaching, Auditing, Customer Relations, Training, Problem Solving, Leadership Development, Leadership, Management, Banking, Credit, Credit Analysis, Retail, Marketing, Human Resources, Retail Banking, Strategy, Employee Training, CRM, CRM Program Management, Sales, Loans, CRM Integration, Commercial Banking
Education
Rider University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Honors - Cum Laude
Camden County College 2002 — 2007
Associate, Business Administration
Jeremy Fisher's Bank of America Experience May 2008 - August 2008
Job Associate Wealth Advisor at McGladrey Wealth Management LLC
Industry Investment Management
Experience
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
Fermin Bergouignan Fermin Bergouignan's Bank of America Experience December 2006 - July 2008
Job Kraken Group CoFounder
Industry Consumer Services
Experience
Kraken Group May 2015 - Present
Voice Media Group August 2012 - May 2015
Regions Financial Corporation July 2008 - December 2011
Bank of America December 2006 - July 2008
Mercantil Commercebank N.A. December 2003 - November 2006
United States Marine Corps November 1999 - November 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, SEO, Digital Media, Social Media Marketing, Facebook, Event Planning, Advertising, Social Media, Social Networking, Digital Marketing, Online Advertising, Sales, Marketing, Marketing Strategy, Email Marketing, Account Management, Lead Generation, New Business Development, Public Speaking, Negotiation, Strategic Planning, Blogging, Online Marketing, Marketing Communications, Newsletters, Event Management, Retail, Web Design, Brand Management, Media Planning, Google Analytics, Direct Mail, Google Adwords, Real Estate, Spanish, Advertising Sales, Publicity, Media Relations, Public Relations
Education
Campbell University 2000 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Marine Corps Leadership Program 1999 — 2000
Operational Administration Certifiate
Miami Coral Park Senior High 1995 — 1999
High school diploma
Kraken Group May 2015 - Present
Voice Media Group August 2012 - May 2015
Regions Financial Corporation July 2008 - December 2011
Bank of America December 2006 - July 2008
Mercantil Commercebank N.A. December 2003 - November 2006
United States Marine Corps November 1999 - November 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, SEO, Digital Media, Social Media Marketing, Facebook, Event Planning, Advertising, Social Media, Social Networking, Digital Marketing, Online Advertising, Sales, Marketing, Marketing Strategy, Email Marketing, Account Management, Lead Generation, New Business Development, Public Speaking, Negotiation, Strategic Planning, Blogging, Online Marketing, Marketing Communications, Newsletters, Event Management, Retail, Web Design, Brand Management, Media Planning, Google Analytics, Direct Mail, Google Adwords, Real Estate, Spanish, Advertising Sales, Publicity, Media Relations, Public Relations
Education
Campbell University 2000 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Marine Corps Leadership Program 1999 — 2000
Operational Administration Certifiate
Miami Coral Park Senior High 1995 — 1999
High school diploma
Sarah McDuffie Dart, CTFA's Bank of America Experience June 2003 - April 2005
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2011 - Present
The Commerce Trust Company April 2005 - August 2011
Bank of America June 2003 - April 2005
BB&T January 2003 - June 2003
Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments
Education
Campbell University 1998 — 2002
BBA, Trust and Investment Management
U.S. Trust August 2011 - Present
The Commerce Trust Company April 2005 - August 2011
Bank of America June 2003 - April 2005
BB&T January 2003 - June 2003
Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments
Education
Campbell University 1998 — 2002
BBA, Trust and Investment Management
Ruthann Rowan's Bank of America Experience June 1998 - Present
Job Senior Executive Assistant at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1998 - Present
Bank of America Merrill Lynch June 1998 - Present
Bank of America June 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Merrill Lynch August 2001 - August 2002
Merrill Lynch October 1999 - August 2001
Merrill Lynch July 1999 - October 1999
Merrill Lynch June 1998 - July 1999
Salmon Real Estate August 1994 - May 1998
Skills
Training, Microsoft Office, Process Scheduler, Relationship Management, Administrative..., Management
Education
Camden County Police Academy
Certified Animal Cruelty Investigator, Animal Sciences
Camden County College 2007 — 2008
Certification, Animal Sciences
Richmond County Real Estate Institute
Licenses Real Estate Agent, Real Estate
New Dorp High School
Graduated
Camden County College
Certified Animal Cruelty Investigator, Animal Sciences
Bank of America Merrill Lynch June 1998 - Present
Bank of America Merrill Lynch June 1998 - Present
Bank of America June 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Merrill Lynch August 2001 - August 2002
Merrill Lynch October 1999 - August 2001
Merrill Lynch July 1999 - October 1999
Merrill Lynch June 1998 - July 1999
Salmon Real Estate August 1994 - May 1998
Skills
Training, Microsoft Office, Process Scheduler, Relationship Management, Administrative..., Management
Education
Camden County Police Academy
Certified Animal Cruelty Investigator, Animal Sciences
Camden County College 2007 — 2008
Certification, Animal Sciences
Richmond County Real Estate Institute
Licenses Real Estate Agent, Real Estate
New Dorp High School
Graduated
Camden County College
Certified Animal Cruelty Investigator, Animal Sciences
Kristin Rice's Bank of America Experience May 2006 - July 2006
Job NCCOB Financial Examiner Trust Examiner at North Carolina Department of Commerce
Industry Law Practice
Experience
North Carolina Department of Commerce November 2014 - Present
Morton Law, PLLC (A successor of Carolina Law Partners) September 2013 - November 2014
Carolina Law Partners (Harvey and Morton, PA) September 2012 - August 2013
Elon University July 2011 - May 2012
Ivey McClellan Gatton & Talcott, LLP March 2011 - May 2012
Legal Aid of North Carolina May 2010 - August 2010
U.S. Trust June 2008 - July 2009
Campbell University July 2007 - May 2008
Bank of America May 2006 - July 2006
Skills
Estate Planning, Legal Research, Legal Writing, Bankruptcy, Lexis, Westlaw, Microsoft Office, Research, Estate Administration, Courts, Trust Management, Tax Law, Microsoft Excel, Elder Law, Microsoft Word, PowerPoint, Tax Preparation, Trust Administration, Chapter 13 Bankruptcy, Chapter 7 & 13, Chapter 7, Debtor/creditor Law, Offers in Compromise, Legal Compliance, Regulatory Compliance, Personal Trust..., Trust Services, Trust, Special Needs Trusts, Public Speaking
Education
Elon University 2009 — 2012
Juris Doctor (J.D.), Law, Business Concentration, General Practice Concentration
Campbell University 2006 — 2008
MBA, Finance, Summa Cum Laude
Campbell University 2003 — 2008
BBA, Trust and Wealth Management, Magna Cum Laude
North Carolina Department of Commerce November 2014 - Present
Morton Law, PLLC (A successor of Carolina Law Partners) September 2013 - November 2014
Carolina Law Partners (Harvey and Morton, PA) September 2012 - August 2013
Elon University July 2011 - May 2012
Ivey McClellan Gatton & Talcott, LLP March 2011 - May 2012
Legal Aid of North Carolina May 2010 - August 2010
U.S. Trust June 2008 - July 2009
Campbell University July 2007 - May 2008
Bank of America May 2006 - July 2006
Skills
Estate Planning, Legal Research, Legal Writing, Bankruptcy, Lexis, Westlaw, Microsoft Office, Research, Estate Administration, Courts, Trust Management, Tax Law, Microsoft Excel, Elder Law, Microsoft Word, PowerPoint, Tax Preparation, Trust Administration, Chapter 13 Bankruptcy, Chapter 7 & 13, Chapter 7, Debtor/creditor Law, Offers in Compromise, Legal Compliance, Regulatory Compliance, Personal Trust..., Trust Services, Trust, Special Needs Trusts, Public Speaking
Education
Elon University 2009 — 2012
Juris Doctor (J.D.), Law, Business Concentration, General Practice Concentration
Campbell University 2006 — 2008
MBA, Finance, Summa Cum Laude
Campbell University 2003 — 2008
BBA, Trust and Wealth Management, Magna Cum Laude
Mona Earnest's Bank of America Experience February 2008 - December 2011
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Butch Dunn's Bank of America Experience September 2012 - Present
Job Technical Delivery Lead (TDL) at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Barclaycard June 2012 - September 2012
Bank of America May 2011 - May 2012
Bank of America 2008 - May 2011
Bank of America 2007 - 2008
Bank of America 2006 - 2007
MBNA July 2005 - December 2005
JPMorgan Chase January 2005 - June 2005
MBNA 2002 - 2005
Dupont April 1999 - February 2002
Skills
IT Management, ITIL, Packaging, Configuration Management, Requirements Analysis, SDLC, Process Development, E-commerce, Team Building, Middleware, Tivoli, Project Management, Process Simulation, IT Strategy, Agile Methodologies, Quality Assurance, Process Improvement, Databases, Testing, Cross-functional Team..., SQL, Security, Management, Release Management, Analysis, Vendor Management, Strategy, Analytics
Education
Camden County College 1981 — 1983
Business Management Major, Business, Management, Marketing, and Related Support Services
Bank of America September 2012 - Present
Barclaycard June 2012 - September 2012
Bank of America May 2011 - May 2012
Bank of America 2008 - May 2011
Bank of America 2007 - 2008
Bank of America 2006 - 2007
MBNA July 2005 - December 2005
JPMorgan Chase January 2005 - June 2005
MBNA 2002 - 2005
Dupont April 1999 - February 2002
Skills
IT Management, ITIL, Packaging, Configuration Management, Requirements Analysis, SDLC, Process Development, E-commerce, Team Building, Middleware, Tivoli, Project Management, Process Simulation, IT Strategy, Agile Methodologies, Quality Assurance, Process Improvement, Databases, Testing, Cross-functional Team..., SQL, Security, Management, Release Management, Analysis, Vendor Management, Strategy, Analytics
Education
Camden County College 1981 — 1983
Business Management Major, Business, Management, Marketing, and Related Support Services
Kris Emmert's Bank of America Experience June 2011 - Present
Job Assistant Vice President Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
No Other Way 2012 - 2013
Tata Consultancy Services April 2011 - June 2011
Bank of America July 2009 - May 2011
AIG August 2008 - November 2008
EDS June 2000 - August 2008
EDS, an HP Company January 2002 - January 2006
EDS, an HP Company July 2000 - January 2002
SAIC 1996 - 1998
Skills
Siteminder, SunOne, Apache, Coaching, Team Building, Security, Linux, LDAP, Leadership Development, Firewalls, Operating Systems, Integration, Windows Server, Leadership, Disaster Recovery
Education
Pink Elephant 2004 — 2008
ITIL Essentials, ITIL
Computer Associates 2007 — 2007
eTrust SiteMinder 6, SiteMinder 6 Administration and Implementation
EDS University 2007 — 2007
IQMS/eQMS Navigation, IQMS/eQMS Navigation
Kepner-Tregoe 2007 — 2007
Kepner-Tregoe Resolve, Kepner-Tregoe Root Cause Analysis
Sun Microsystems 2007 — 2007
Sun Java System Identity manager 7.0, Sun IDM v7.0
EDS University 2004 — 2004
Digital Workflow Release 4.0, Digital Workflow Release 4.0
Microsoft Corporation 1999 — 1999
MCSE, MCP+I, Microsoft Certfication NT 4.0
Great Plains Area Vo-Tech 1990 — 1992
Electronics, VAX/VMS Field Engineering, Electronics, VAX/VMS Field Engineering
Cameron University 1989 — 1990
Southern Nazarene University 1987 — 1989
Bank of America June 2011 - Present
No Other Way 2012 - 2013
Tata Consultancy Services April 2011 - June 2011
Bank of America July 2009 - May 2011
AIG August 2008 - November 2008
EDS June 2000 - August 2008
EDS, an HP Company January 2002 - January 2006
EDS, an HP Company July 2000 - January 2002
SAIC 1996 - 1998
Skills
Siteminder, SunOne, Apache, Coaching, Team Building, Security, Linux, LDAP, Leadership Development, Firewalls, Operating Systems, Integration, Windows Server, Leadership, Disaster Recovery
Education
Pink Elephant 2004 — 2008
ITIL Essentials, ITIL
Computer Associates 2007 — 2007
eTrust SiteMinder 6, SiteMinder 6 Administration and Implementation
EDS University 2007 — 2007
IQMS/eQMS Navigation, IQMS/eQMS Navigation
Kepner-Tregoe 2007 — 2007
Kepner-Tregoe Resolve, Kepner-Tregoe Root Cause Analysis
Sun Microsystems 2007 — 2007
Sun Java System Identity manager 7.0, Sun IDM v7.0
EDS University 2004 — 2004
Digital Workflow Release 4.0, Digital Workflow Release 4.0
Microsoft Corporation 1999 — 1999
MCSE, MCP+I, Microsoft Certfication NT 4.0
Great Plains Area Vo-Tech 1990 — 1992
Electronics, VAX/VMS Field Engineering, Electronics, VAX/VMS Field Engineering
Cameron University 1989 — 1990
Southern Nazarene University 1987 — 1989
Angie Lail's Bank of America Experience January 2014 - Present
Job Technical Writer
Industry Writing and Editing
Experience
Bank of America January 2014 - Present
Bank of America March 1994 - December 2013
Bank of America 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2003 - 2004
Bank of America 1999 - 2002
Bank of America 1996 - 1999
Bank of America 1994 - 1996
Skills
Technical Writing, Manuals, Documentation, Editing, Technical Documentation, Online Help, Guides, RoboHelp, Software Documentation, Technical Communication, Content Development, Content Management, Adobe Acrobat, SharePoint, E-learning, Writing, Software Training, Instructional Design, Microsoft Office, User Acceptance Testing, Knowledge Management, Knowledge Base, Training & Development, Training Skills, Proprietary Software, Release Management, Business Analysis, Training, Process Improvement, Technical Support, Help Desk Support, Disaster Recovery, Visio, Information Technology, Vendor Management, Project Management, Instructor-led Training, Security, Access, Windows, SDLC, Project Portfolio..., Management, PMO, E-Learning
Education
Campbell University
BME (Bacherlor of Music Education), Music Education with major in piano
East Mecklenburg High School
Bank of America January 2014 - Present
Bank of America March 1994 - December 2013
Bank of America 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2003 - 2004
Bank of America 1999 - 2002
Bank of America 1996 - 1999
Bank of America 1994 - 1996
Skills
Technical Writing, Manuals, Documentation, Editing, Technical Documentation, Online Help, Guides, RoboHelp, Software Documentation, Technical Communication, Content Development, Content Management, Adobe Acrobat, SharePoint, E-learning, Writing, Software Training, Instructional Design, Microsoft Office, User Acceptance Testing, Knowledge Management, Knowledge Base, Training & Development, Training Skills, Proprietary Software, Release Management, Business Analysis, Training, Process Improvement, Technical Support, Help Desk Support, Disaster Recovery, Visio, Information Technology, Vendor Management, Project Management, Instructor-led Training, Security, Access, Windows, SDLC, Project Portfolio..., Management, PMO, E-Learning
Education
Campbell University
BME (Bacherlor of Music Education), Music Education with major in piano
East Mecklenburg High School
Austen Hawkey, CFP®'s Bank of America Experience May 2006 - August 2006
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2012 - Present
First Citizens Bank June 2008 - September 2012
First Citizens Bank May 2007 - June 2008
Bank of America May 2006 - August 2006
Skills
Leadership, Business Development, New Business Development, Analysis, Asset Managment, Retirement Planning, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Customer Service, Personal Financial..., Estate Planning
Education
Campbell University 2004 — 2007
B.B.A., Trust & Wealth Management, Financial Planning
Rowan College at Gloucester County 2002 — 2004
PNC Wealth Management November 2012 - Present
First Citizens Bank June 2008 - September 2012
First Citizens Bank May 2007 - June 2008
Bank of America May 2006 - August 2006
Skills
Leadership, Business Development, New Business Development, Analysis, Asset Managment, Retirement Planning, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Customer Service, Personal Financial..., Estate Planning
Education
Campbell University 2004 — 2007
B.B.A., Trust & Wealth Management, Financial Planning
Rowan College at Gloucester County 2002 — 2004
Bob Brenegan's Bank of America Experience 1991 - 2007
Job Director at CBIZ Accounting Tax & Advisory Services
Industry Accounting
Experience
CBIZ Accounting Tax & Advisory Services DirectorCBIZ Accounting Tax & Advisory2007 - Present
CBIZ Accounting Tax & Advisory 2000 - 2007
Patton Boggs 2000 - 2007
Bank of America 1991 - 2007
MNC Commercial Finance Corp. 1974 - 2000
Maryland National Bank 1974 - 2000
Campbell College 1965 - 1968
Chowan College 1962 - 1968
Education
Campbell University 1965 — 1968
CBIZ Accounting Tax & Advisory Services DirectorCBIZ Accounting Tax & Advisory2007 - Present
CBIZ Accounting Tax & Advisory 2000 - 2007
Patton Boggs 2000 - 2007
Bank of America 1991 - 2007
MNC Commercial Finance Corp. 1974 - 2000
Maryland National Bank 1974 - 2000
Campbell College 1965 - 1968
Chowan College 1962 - 1968
Education
Campbell University 1965 — 1968
Shelley Lucas's Bank of America Experience 2005 - Present
Job Student at Campbell University
Industry Banking
Experience
Bank of America 2005 - Present
Bank of America 2007 - 2007
Jack Astor's Bar and Grill 2004 - 2006
Education
Campbell University 2003 — 2008
Bank of America 2005 - Present
Bank of America 2007 - 2007
Jack Astor's Bar and Grill 2004 - 2006
Education
Campbell University 2003 — 2008
Elsa Svekla's Bank of America Experience February 2005 - August 2008
Job Assistant Coordinator of Translation/Interpretation Services at Nationalities Service Center
Industry Research
Experience
Nationalities Service Center August 2008 - Present
Nationalities Service Center January 2008 - August 2008
Bank of America February 2005 - August 2008
Self February 2005 - August 2008
Sending Out Servants May 2008 - July 2008
Education
Camden County College 2006 — 2008
Business Administration
Nationalities Service Center August 2008 - Present
Nationalities Service Center January 2008 - August 2008
Bank of America February 2005 - August 2008
Self February 2005 - August 2008
Sending Out Servants May 2008 - July 2008
Education
Camden County College 2006 — 2008
Business Administration
Raul Marquez's Bank of America Experience February 2010 - Present
Job VP Global Technology Manager at Bank Of America
Industry Banking
Experience
Bank Of America February 2010 - Present
Commerce Bank, NA April 2005 - January 2010
TD Bank USA 2005 - January 2010
Commerce Bank, NA 2002 - 2005
Commerce Bank, NA July 1999 - April 2002
GE Capital April 1998 - July 1999
Education
Drexel University 2007 — 2009
BS Information Technology, Computing and Security Technology
Camden County College 2005 — 2007
AS Information Technology, Management
Bank Of America February 2010 - Present
Commerce Bank, NA April 2005 - January 2010
TD Bank USA 2005 - January 2010
Commerce Bank, NA 2002 - 2005
Commerce Bank, NA July 1999 - April 2002
GE Capital April 1998 - July 1999
Education
Drexel University 2007 — 2009
BS Information Technology, Computing and Security Technology
Camden County College 2005 — 2007
AS Information Technology, Management
Jared Pearce's Bank of America Experience June 2003 - Present
Job Project Manager at Bank of America
Industry Banking
Experience
Bank of America June 2003 - Present
Education
Campbell University 1998 — 2003
Bank of America June 2003 - Present
Education
Campbell University 1998 — 2003
Maria Kieffer, CRCM's Bank of America Experience May 2011 - Present
Job Senior Mortgage Compliance Officer at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
FDIC April 2009 - May 2011
New Penn Financial February 2009 - April 2009
CIT Group October 2006 - November 2007
CIT 1992 - 2007
CIT Group September 1997 - October 2006
CIT Group December 1992 - September 1997
Commercial Credit Corporation 1987 - 1992
Skills
Analysis, Compliance, Loans, Management, Credit Risk, Mortgage Lending, Leadership, Due Diligence, Software Documentation, Portfolio Management, Credit, Underwriting, Valuation, Loan Origination, Banking, Risk Management, Mortgage Banking, Financial Risk
Education
Camden County College 1986 — 1988
Bank of America May 2011 - Present
FDIC April 2009 - May 2011
New Penn Financial February 2009 - April 2009
CIT Group October 2006 - November 2007
CIT 1992 - 2007
CIT Group September 1997 - October 2006
CIT Group December 1992 - September 1997
Commercial Credit Corporation 1987 - 1992
Skills
Analysis, Compliance, Loans, Management, Credit Risk, Mortgage Lending, Leadership, Due Diligence, Software Documentation, Portfolio Management, Credit, Underwriting, Valuation, Loan Origination, Banking, Risk Management, Mortgage Banking, Financial Risk
Education
Camden County College 1986 — 1988
Jerri Fatticci's Bank of America Experience October 2004 - December 2006
Job Ministry Director for Helping Hands at University Hills Baptist Church
Industry Nonprofit Organization Management
Experience
University Hills Baptist Church May 2013 - Present
Citizen Schools September 2012 - February 2013
Citizen Schools July 2011 - September 2011
Citizen Schools December 2006 - June 2011
Bank of America October 2004 - December 2006
Skills
Fundraising, Public Policy, Education Reform, Volunteer Management, Program Evaluation, Staff Development, Strategic Planning, Coaching, Non-profits, Strategic Financial..., Financial Advisory, Nonprofits, Leadership, Management, Start-ups, Strategy, Public Speaking
Education
Homestead Senior High
Campbell University 1993 — 1996
BA, Business, minor in Econ
Duke University
Certificate, Non Profit Management
Harvard University Kennedy School of Government 2008 — 2008
Community Problem Solving
University of North Carolina at Pembroke 1996 — 1998
Business Administration, Masters level
University Hills Baptist Church May 2013 - Present
Citizen Schools September 2012 - February 2013
Citizen Schools July 2011 - September 2011
Citizen Schools December 2006 - June 2011
Bank of America October 2004 - December 2006
Skills
Fundraising, Public Policy, Education Reform, Volunteer Management, Program Evaluation, Staff Development, Strategic Planning, Coaching, Non-profits, Strategic Financial..., Financial Advisory, Nonprofits, Leadership, Management, Start-ups, Strategy, Public Speaking
Education
Homestead Senior High
Campbell University 1993 — 1996
BA, Business, minor in Econ
Duke University
Certificate, Non Profit Management
Harvard University Kennedy School of Government 2008 — 2008
Community Problem Solving
University of North Carolina at Pembroke 1996 — 1998
Business Administration, Masters level
Cristy Marshall's Bank of America Experience August 1996 - October 2002
Job Senior Paralegal at Hart Law Firm and LeVel Brand Promoter
Industry Law Practice
Experience
Hart Law Firm January 2015 - Present
Mullis Law Office November 2014 - January 2015
Richmond County District Attorneys Office November 2013 - November 2014
Frails and Wilson Law Firm July 2012 - November 2013
Diversified Properties/Power Control Systems January 2012 - June 2012
Additonal EmploymentAdvanced Air Technology January 2011 - January 2012
Morosani & Associates May 2009 - October 2010
Hogan and Brewer Law Firm February 2008 - May 2009
Smokey Mountain Mortgage October 2002 - May 2009
Bank of America August 1996 - October 2002
Skills
Family Law, Pleadings, Criminal Law, Courts, Legal Writing, Corporate Law, Microsoft Office, Microsoft Word, Microsoft Excel, Civil Litigation, Westlaw, Calyx Point, Personal Injury, Trials, Legal Assistance, Document Review, Medical Malpractice, Operations Management, Commercial Real Estate, Real Estate Transactions, Domestic Relations, QuickBooks, Divorce, Divorce Law, Child Custody, Child Support, Alimony, Property Management, Leases, Lease Negotiations, Church Administration, Apple, Lexus, Interviews, Bankruptcy
Education
Mars Hill University
Bachelors, Business Administration
Campbell University 1992 — 1996
Bachelor of Laws (LLB), Law
Hendersonville High School 1988 — 1991
High School Diploma, High School/Secondary Diplomas and Certificates
Hart Law Firm January 2015 - Present
Mullis Law Office November 2014 - January 2015
Richmond County District Attorneys Office November 2013 - November 2014
Frails and Wilson Law Firm July 2012 - November 2013
Diversified Properties/Power Control Systems January 2012 - June 2012
Additonal EmploymentAdvanced Air Technology January 2011 - January 2012
Morosani & Associates May 2009 - October 2010
Hogan and Brewer Law Firm February 2008 - May 2009
Smokey Mountain Mortgage October 2002 - May 2009
Bank of America August 1996 - October 2002
Skills
Family Law, Pleadings, Criminal Law, Courts, Legal Writing, Corporate Law, Microsoft Office, Microsoft Word, Microsoft Excel, Civil Litigation, Westlaw, Calyx Point, Personal Injury, Trials, Legal Assistance, Document Review, Medical Malpractice, Operations Management, Commercial Real Estate, Real Estate Transactions, Domestic Relations, QuickBooks, Divorce, Divorce Law, Child Custody, Child Support, Alimony, Property Management, Leases, Lease Negotiations, Church Administration, Apple, Lexus, Interviews, Bankruptcy
Education
Mars Hill University
Bachelors, Business Administration
Campbell University 1992 — 1996
Bachelor of Laws (LLB), Law
Hendersonville High School 1988 — 1991
High School Diploma, High School/Secondary Diplomas and Certificates
J. Brandon Whittington's Bank of America Experience March 2014 - Present
Job Trust Officer, AVP
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America November 2012 - March 2014
North Carolina E-Procurement Project August 2011 - November 2012
Glenn High School October 2010 - July 2011
One on One Basketball October 2010 - July 2011
VERSA Technologies, Inc. February 2010 - October 2010
Ski and Tennis Station December 2009 - January 2010
TriStone Community Bank (now First Community Bank) May 2008 - July 2008
Skills
Entrepreneurship, Customer Relations, Customer Service, Wealth Management, Finance, Risk Management, Credit, Sales, Public Speaking
Education
Campbell University 2011 — 2012
Masters, Trust & Wealth Management
University of North Carolina at Chapel Hill 2005 — 2009
BA, Political Science
Bank of America March 2014 - Present
Bank of America November 2012 - March 2014
North Carolina E-Procurement Project August 2011 - November 2012
Glenn High School October 2010 - July 2011
One on One Basketball October 2010 - July 2011
VERSA Technologies, Inc. February 2010 - October 2010
Ski and Tennis Station December 2009 - January 2010
TriStone Community Bank (now First Community Bank) May 2008 - July 2008
Skills
Entrepreneurship, Customer Relations, Customer Service, Wealth Management, Finance, Risk Management, Credit, Sales, Public Speaking
Education
Campbell University 2011 — 2012
Masters, Trust & Wealth Management
University of North Carolina at Chapel Hill 2005 — 2009
BA, Political Science
Luis Mercado's Bank of America Experience 1987 - 1993
Job SVP Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2002 - Present
Merrill Lynch International March 1997 - May 2002
Citibank 1993 - 1997
Bank of America 1987 - 1993
Skills
Investments, Series 7, Series 63, Wealth Management, Due Diligence, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Hedge Funds
Education
Campbell University 1990 — 1992
MBA
University of North Carolina at Greensboro 1983 — 1986
Business
Morgan Stanley May 2002 - Present
Merrill Lynch International March 1997 - May 2002
Citibank 1993 - 1997
Bank of America 1987 - 1993
Skills
Investments, Series 7, Series 63, Wealth Management, Due Diligence, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Hedge Funds
Education
Campbell University 1990 — 1992
MBA
University of North Carolina at Greensboro 1983 — 1986
Business
Kelly Mack's Bank of America Experience May 2007 - August 2007
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2008 - June 2011
Campbell University August 2007 - May 2008
Bank of America May 2007 - August 2007
Skills
Trust Management, Trust Services, Financial Services, Investment Management, Investment Advisory..., Trusts, Estate Planning, Wealth Management, Private Banking, Investment Advisory, High Net Worth..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management...
Education
Campbell University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Campbell University 2003 — 2006
Bachelor of Business Administration (BBA), Trust Investment & Financial Planning
SunTrust Bank June 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2008 - June 2011
Campbell University August 2007 - May 2008
Bank of America May 2007 - August 2007
Skills
Trust Management, Trust Services, Financial Services, Investment Management, Investment Advisory..., Trusts, Estate Planning, Wealth Management, Private Banking, Investment Advisory, High Net Worth..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management...
Education
Campbell University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Campbell University 2003 — 2006
Bachelor of Business Administration (BBA), Trust Investment & Financial Planning
Dwight Stone's Bank of America Experience April 2009 - Present
Job Mortgage UW FHA DE, VA LAPP/ SAR at Bank of America
Industry Banking
Experience
Bank of America April 2009 - Present
EquiFirst Corp. (Barclays Capital) February 1999 - April 2009
Consolidated Mortgage October 1997 - December 1998
Skills
Budgets, FHA
Education
Campbell University 1989 — 1993
MBA, Business Administration, Marketing
Bank of America April 2009 - Present
EquiFirst Corp. (Barclays Capital) February 1999 - April 2009
Consolidated Mortgage October 1997 - December 1998
Skills
Budgets, FHA
Education
Campbell University 1989 — 1993
MBA, Business Administration, Marketing
Mike Tracy's Bank of America Experience May 2011 - Present
Job SVP, Customer Experience Manager at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
Bank of America May 2009 - May 2011
Bank of America January 2006 - May 2009
Bank of America July 2004 - January 2006
Bank of America September 1999 - June 2004
Bank of America January 1998 - August 1999
Bank of America March 1996 - January 1998
Skills
Strategy, Business Development, Training, Business Process, Team Building, Credit Cards, Analysis, Sales, Customer Service, Risk Management, Coaching, Customer Retention, Relationship Management, Segmentation, Finance, Financial Services, Vendor Management, Financial Analysis, Budgets, Governance, Business Analysis, Customer Experience, Investments, Change Management
Education
Campbell University 1996 — 1999
Master, Business Administration
North Carolina State University 1990 — 1994
B.S., Economics
Bank of America May 2011 - Present
Bank of America May 2009 - May 2011
Bank of America January 2006 - May 2009
Bank of America July 2004 - January 2006
Bank of America September 1999 - June 2004
Bank of America January 1998 - August 1999
Bank of America March 1996 - January 1998
Skills
Strategy, Business Development, Training, Business Process, Team Building, Credit Cards, Analysis, Sales, Customer Service, Risk Management, Coaching, Customer Retention, Relationship Management, Segmentation, Finance, Financial Services, Vendor Management, Financial Analysis, Budgets, Governance, Business Analysis, Customer Experience, Investments, Change Management
Education
Campbell University 1996 — 1999
Master, Business Administration
North Carolina State University 1990 — 1994
B.S., Economics
Minha Hoang-Le's Bank of America Experience June 2004 - Present
Job Officer; Mortgage Servicing Specialist III at Bank of America
Industry Banking
Experience
Bank of America June 2004 - Present
Skills
Banking, Commercial Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Cash Management, Consumer Lending, Commercial Lending, Loan Servicing, Portfolio Management, Customer Service, Risk Management
Education
Cameron University
Bank of America June 2004 - Present
Skills
Banking, Commercial Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Cash Management, Consumer Lending, Commercial Lending, Loan Servicing, Portfolio Management, Customer Service, Risk Management
Education
Cameron University
Alicia Ross's Bank of America Experience June 2005 - June 2007
Job Trust Administrator at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2007 - Present
Bank of America June 2005 - June 2007
Education
Campbell University 2000 — 2005
BA & MBA, Trust and Investment Management with a Minor in Financial Planning
JPMorgan Chase July 2007 - Present
Bank of America June 2005 - June 2007
Education
Campbell University 2000 — 2005
BA & MBA, Trust and Investment Management with a Minor in Financial Planning
Nicholas Barrier's Bank of America Experience September 2015 - Present
Job Portfolio Monitoring Senior Analyst
Industry Banking
Experience
Bank of America September 2015 - Present
Bank of America June 2014 - September 2015
Bank of America July 2013 - June 2014
Consolidated Electronics June 2012 - July 2013
Southern Mobility and Medical May 2011 - September 2011
Lincare October 2010 - March 2011
Lincare February 2010 - October 2010
Michaels Arts and Crafts June 2009 - September 2009
GameStop September 2007 - May 2008
Skills
Customer Service, Sales, Inventory Management, Customer Satisfaction, Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Data Entry, Outlook, Risk Management, Management, Banking, Portfolio Management, Leadership
Education
Campbell University 2008 — 2009
MBA, Finance
University of North Carolina at Asheville 2004 — 2008
B.S., Management, Economics
Bank of America September 2015 - Present
Bank of America June 2014 - September 2015
Bank of America July 2013 - June 2014
Consolidated Electronics June 2012 - July 2013
Southern Mobility and Medical May 2011 - September 2011
Lincare October 2010 - March 2011
Lincare February 2010 - October 2010
Michaels Arts and Crafts June 2009 - September 2009
GameStop September 2007 - May 2008
Skills
Customer Service, Sales, Inventory Management, Customer Satisfaction, Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Data Entry, Outlook, Risk Management, Management, Banking, Portfolio Management, Leadership
Education
Campbell University 2008 — 2009
MBA, Finance
University of North Carolina at Asheville 2004 — 2008
B.S., Management, Economics
Debbie Broemsen's Bank of America Experience 2001 - 2007
Job Trust Relationship Manager at USAA
Industry Financial Services
Experience
USAA July 2011 - Present
JPMorgan September 2007 - July 2011
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Skills
Wealth Management, Asset Allocation, Estate Planning, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Investment Management, Wealth Management...
Education
College for Financial Planning 2003 — 2006
Masters, Financial Planning
Campbell University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Wealth Management & Trust Administration; Pre-Law
USAA July 2011 - Present
JPMorgan September 2007 - July 2011
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Skills
Wealth Management, Asset Allocation, Estate Planning, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Investment Management, Wealth Management...
Education
College for Financial Planning 2003 — 2006
Masters, Financial Planning
Campbell University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Wealth Management & Trust Administration; Pre-Law
Bill D'Ambrosio's Bank of America Experience August 2000 - September 2007
Job Credit Card Processing at Renaissance Associates
Industry Financial Services
Experience
renaissance associates August 2007 - Present
Bank of America August 2000 - September 2007
Bank of America July 1997 - November 2005
Skills
Loans, Credit, Commercial Lending, Credit Risk, Merchant Services, Credit Cards, Debit Cards, Electronic Payments, Payments, Payment Card Processing, Payment Systems, Credit Analysis, E-payments, Lines Of Credit, Retail Banking, Mobile Payments, Payment Gateways
Education
Rutgers, The State University of New Jersey-Camden 1987 — 2005
Economics
Camden County College
renaissance associates August 2007 - Present
Bank of America August 2000 - September 2007
Bank of America July 1997 - November 2005
Skills
Loans, Credit, Commercial Lending, Credit Risk, Merchant Services, Credit Cards, Debit Cards, Electronic Payments, Payments, Payment Card Processing, Payment Systems, Credit Analysis, E-payments, Lines Of Credit, Retail Banking, Mobile Payments, Payment Gateways
Education
Rutgers, The State University of New Jersey-Camden 1987 — 2005
Economics
Camden County College
A. Wayne McLeod's Bank of America Experience September 1983 - July 1990
Job Investment Services at BB&T
Industry Financial Services
Experience
BB&T August 2009 - Present
SunTrust Bank 2002 - 2009
Wells Fargo Financial 1990 - 2002
Bank of America September 1983 - July 1990
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Investments, Fixed Income, Trusts, Series 66, Annuity, Annuities
Education
No Schools listed 1979 — 1983
BBA, Trust/Estate Management
BB&T August 2009 - Present
SunTrust Bank 2002 - 2009
Wells Fargo Financial 1990 - 2002
Bank of America September 1983 - July 1990
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Investments, Fixed Income, Trusts, Series 66, Annuity, Annuities
Education
No Schools listed 1979 — 1983
BBA, Trust/Estate Management
Kyle Mahle's Bank of America Experience November 2012 - March 2015
Job Financial Planning Analyst BB&T Wealth
Industry Financial Services
Experience
BB&T April 2015 - Present
Bank of America November 2012 - March 2015
Wells Fargo June 2011 - November 2012
Skills
Wealth Management..., Wealth Management, Trust Services, High Net Worth..., Retirement Planning, Private Banking, Estate Planning, Investment Management, Banking
Education
Campbell University 2006 — 2011
Masters in Business Administration, BBA in Trust and Wealth Management
BB&T April 2015 - Present
Bank of America November 2012 - March 2015
Wells Fargo June 2011 - November 2012
Skills
Wealth Management..., Wealth Management, Trust Services, High Net Worth..., Retirement Planning, Private Banking, Estate Planning, Investment Management, Banking
Education
Campbell University 2006 — 2011
Masters in Business Administration, BBA in Trust and Wealth Management
Gary Henderson's Bank of America Experience June 2003 - October 2006
Job Assistant Vice President at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System May 2014 - Present
Carolinas Healthcare System July 2013 - May 2014
UHS-Pruitt Corporation June 2011 - June 2013
Medical Facilities of America August 2007 - May 2011
Village Green June 2007 - December 2007
Leith Acura Volvo Mitsubishi Kia Suzuki of Fayetteville NC November 2006 - June 2007
Bank of America June 2003 - October 2006
Bank of America May 2002 - July 2002
US Army August 1996 - July 1998
US Army June 1995 - June 1996
Skills
Medicare, Healthcare Management, Healthcare, Medicaid, Elder Care, Nursing, Long-term Care, Employee Relations, Rehabilitation, Coaching, EMR, Acute Care, Managed Care, Revenue Cycle, Critical Care, Clinical Research, Nursing Education, HIPAA, Physician Relations, Case Managment, Hospitals, Healthcare Information..., Home Care, Healthcare Consulting, Disease Management, EHR, Healthcare Industry, Inpatient, Medical Terminology, Patient Advocacy, Patient Safety, Pediatrics, Physicians, Program Development, Provider Relations, Quality Improvement, Wound Care, Utilization Management, Team Leadership, Case Management
Education
Campbell University 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Business/Management
Campbell University 1998 — 2001
Bachelor's Degree, Health and Physical Education/Fitness
US Army Practical Nurse Course 1992 — 1993
Practical Nurse Certification, Licensed Practical/Vocational Nurse Training, Finished top ten of class
Carolinas Healthcare System May 2014 - Present
Carolinas Healthcare System July 2013 - May 2014
UHS-Pruitt Corporation June 2011 - June 2013
Medical Facilities of America August 2007 - May 2011
Village Green June 2007 - December 2007
Leith Acura Volvo Mitsubishi Kia Suzuki of Fayetteville NC November 2006 - June 2007
Bank of America June 2003 - October 2006
Bank of America May 2002 - July 2002
US Army August 1996 - July 1998
US Army June 1995 - June 1996
Skills
Medicare, Healthcare Management, Healthcare, Medicaid, Elder Care, Nursing, Long-term Care, Employee Relations, Rehabilitation, Coaching, EMR, Acute Care, Managed Care, Revenue Cycle, Critical Care, Clinical Research, Nursing Education, HIPAA, Physician Relations, Case Managment, Hospitals, Healthcare Information..., Home Care, Healthcare Consulting, Disease Management, EHR, Healthcare Industry, Inpatient, Medical Terminology, Patient Advocacy, Patient Safety, Pediatrics, Physicians, Program Development, Provider Relations, Quality Improvement, Wound Care, Utilization Management, Team Leadership, Case Management
Education
Campbell University 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Business/Management
Campbell University 1998 — 2001
Bachelor's Degree, Health and Physical Education/Fitness
US Army Practical Nurse Course 1992 — 1993
Practical Nurse Certification, Licensed Practical/Vocational Nurse Training, Finished top ten of class
Nicholas Byrd's Bank of America Experience June 2003 - June 2004
Job Credit Department Manager, Vice President
Industry Banking
Experience
Four Oaks Bank & Trust February 2015 - Present
Four Oaks Bank September 2011 - January 2015
BB&T June 2009 - September 2011
Wachovia February 2008 - June 2009
Wachovia June 2004 - February 2008
Bank of America June 2003 - June 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Risk Management, Underwriting, Retail Banking, Small Business Lending, Credit Risk, Residential Mortgages, Refinance, Consumer Lending, Management
Education
Campbell University 1997 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
NC School of Banking
Four Oaks Bank & Trust February 2015 - Present
Four Oaks Bank September 2011 - January 2015
BB&T June 2009 - September 2011
Wachovia February 2008 - June 2009
Wachovia June 2004 - February 2008
Bank of America June 2003 - June 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Risk Management, Underwriting, Retail Banking, Small Business Lending, Credit Risk, Residential Mortgages, Refinance, Consumer Lending, Management
Education
Campbell University 1997 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
NC School of Banking
Eileen McQuade's Bank of America Experience December 1977 - Present
Job VP, Tech Project Consultant; Bank of America
Industry Banking
Experience
Bank of America December 1977 - Present
Skills
Mortgage Banking, Banking, Retail Banking, Credit Risk, Mortgage Lending, Credit, Commercial Banking, Risk Management, Business Process..., SDLC, Business Analysis, Project Delivery, User Acceptance Testing, Visio, Software Project..., Loans, Mergers & Acquisitions, PMO, Financial Risk, Disaster Recovery, Project Portfolio..., Relationship Management, Financial Services, Vendor Management, Credit Cards, Leadership, Process Improvement, Operational Risk..., Payments, Business Requirements, Portfolio Management, Operational Risk
Education
Camden County College 1976 — 1977
Haddon Township High School 1972 — 1976
Bank of America December 1977 - Present
Skills
Mortgage Banking, Banking, Retail Banking, Credit Risk, Mortgage Lending, Credit, Commercial Banking, Risk Management, Business Process..., SDLC, Business Analysis, Project Delivery, User Acceptance Testing, Visio, Software Project..., Loans, Mergers & Acquisitions, PMO, Financial Risk, Disaster Recovery, Project Portfolio..., Relationship Management, Financial Services, Vendor Management, Credit Cards, Leadership, Process Improvement, Operational Risk..., Payments, Business Requirements, Portfolio Management, Operational Risk
Education
Camden County College 1976 — 1977
Haddon Township High School 1972 — 1976
Catherine George Kaiser's Bank of America Experience June 2000 - November 2006
Job Trade Compliance Specialist at EMD Millipore
Industry Pharmaceuticals
Experience
EMD Millipore February 2010 - Present
Comcast Cable March 2007 - December 2008
Bank of America June 2000 - November 2006
CDNOW, Inc September 1997 - May 2000
Skills
Process Improvement, SAP, Training, Analysis, Management, Access, Cross-functional Team..., Program Management, Customer Service, Microsoft Excel, Time Management, Call Centers, Forecasting, Import Logistics, Six Sigma, Customs Regulations, Supply Chain
Education
Villanova University Online
Lean Six Sigma Certificate Program
Palm Beach State College
Business
Camden County College
Business Management studies
Collingswood High School
EMD Millipore February 2010 - Present
Comcast Cable March 2007 - December 2008
Bank of America June 2000 - November 2006
CDNOW, Inc September 1997 - May 2000
Skills
Process Improvement, SAP, Training, Analysis, Management, Access, Cross-functional Team..., Program Management, Customer Service, Microsoft Excel, Time Management, Call Centers, Forecasting, Import Logistics, Six Sigma, Customs Regulations, Supply Chain
Education
Villanova University Online
Lean Six Sigma Certificate Program
Palm Beach State College
Business
Camden County College
Business Management studies
Collingswood High School
susan sasser's Bank of America Experience April 2009 - September 2010
Job Banking Professional
Industry Banking
Experience
Bank of America April 2009 - September 2010
Bank of America May 2000 - March 2009
Bank of America August 1997 - April 2000
Bank of America July 1989 - July 1997
Education
Cameron University 1968 — 1972
Elementary Education
Bank of America April 2009 - September 2010
Bank of America May 2000 - March 2009
Bank of America August 1997 - April 2000
Bank of America July 1989 - July 1997
Education
Cameron University 1968 — 1972
Elementary Education
Sophia Coleman's Bank of America Experience June 2012 - January 2013
Job Compensatory Fee Specialist at PHH Corporation
Industry Financial Services
Experience
PHH Corporation March 2013 - Present
Bank of America June 2012 - January 2013
PHH Mortgage June 2007 - May 2012
PHH Mortgage July 2005 - June 2007
Skills
Loss Mitigation, Default, Underwriting, Mortgage Lending, Mortgage Servicing, Loans, Software Documentation, Foreclosures, Finance, Bankruptcy, Banking, Management, Residential Mortgages, Credit, Refinance, Mortgage Banking, Loan Origination
Education
Rowan University 2007 — 2009
Bachelor's degree, Marketing
Camden County College 2004 — 2007
Associate's degree, Business Administration and Management, General
PHH Corporation March 2013 - Present
Bank of America June 2012 - January 2013
PHH Mortgage June 2007 - May 2012
PHH Mortgage July 2005 - June 2007
Skills
Loss Mitigation, Default, Underwriting, Mortgage Lending, Mortgage Servicing, Loans, Software Documentation, Foreclosures, Finance, Bankruptcy, Banking, Management, Residential Mortgages, Credit, Refinance, Mortgage Banking, Loan Origination
Education
Rowan University 2007 — 2009
Bachelor's degree, Marketing
Camden County College 2004 — 2007
Associate's degree, Business Administration and Management, General
Mathew Durley, CPA's Bank of America Experience June 1997 - July 2000
Job Commercial Controller North America at AkzoNobel
Industry Chemicals
Experience
AkzoNobel February 2015 - Present
AkzoNobel September 2011 - February 2015
Tribune Company December 2007 - September 2011
Aon Hewitt July 2007 - December 2007
Aon Hewitt July 2004 - July 2007
Aon Hewitt December 2002 - July 2004
Bank of America June 1997 - July 2000
Skills
Financial Modeling, Financial Analysis, Process Improvement, Variance Analysis, Financial Reporting, Accounting, Accounts Receivable..., Debt Covenants, Financial Forecasting, Cost Accounting, Management Accounting, ROI Management, Capital Budgeting, Strategic Financial..., Corporate Budgeting, Target Costing, Consolidated Financial..., Shared Service..., Revenue Recognition, Business Objects, PeopleSoft, SAP BW, SAP FI, Essbase, Finance
Education
University of Illinois at Chicago 2000 — 2001
Master Business Administration (MBA), Finance, International Business
Campbell University 1994 — 1997
Bachelor Business Administration (BBA), Trust Management/Finance
AkzoNobel February 2015 - Present
AkzoNobel September 2011 - February 2015
Tribune Company December 2007 - September 2011
Aon Hewitt July 2007 - December 2007
Aon Hewitt July 2004 - July 2007
Aon Hewitt December 2002 - July 2004
Bank of America June 1997 - July 2000
Skills
Financial Modeling, Financial Analysis, Process Improvement, Variance Analysis, Financial Reporting, Accounting, Accounts Receivable..., Debt Covenants, Financial Forecasting, Cost Accounting, Management Accounting, ROI Management, Capital Budgeting, Strategic Financial..., Corporate Budgeting, Target Costing, Consolidated Financial..., Shared Service..., Revenue Recognition, Business Objects, PeopleSoft, SAP BW, SAP FI, Essbase, Finance
Education
University of Illinois at Chicago 2000 — 2001
Master Business Administration (MBA), Finance, International Business
Campbell University 1994 — 1997
Bachelor Business Administration (BBA), Trust Management/Finance
Nikisha Warrington's Bank of America Experience August 2009 - November 2010
Job AnitMoney Laundering Investigator at RBS Citizens Group
Industry Security and Investigations
Experience
RBS Citizens Group October 2012 - Present
Sovereign Santander November 2010 - September 2012
Bank of America August 2009 - November 2010
Skills
Anti Money Laundering, Terrorist Financing, Compliance, USA PATRIOT Act, Banking, Bank Secrecy Act, Financial Analysis, Risk Management, Leadership, Monetary Policy, OFAC, C++, Visual Basic, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, COBOL
Education
University of Massachusetts at Lowell 2012 — 2013
Graduate Certificate, Security Studies
Cameron University 2007 — 2009
Master of Science (MSc), Behavioral Sciences
Cameron University 2002 — 2005
Bachelor of Science (BSc), Computer and Information Systems Security/Information Assurance
RBS Citizens Group October 2012 - Present
Sovereign Santander November 2010 - September 2012
Bank of America August 2009 - November 2010
Skills
Anti Money Laundering, Terrorist Financing, Compliance, USA PATRIOT Act, Banking, Bank Secrecy Act, Financial Analysis, Risk Management, Leadership, Monetary Policy, OFAC, C++, Visual Basic, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, COBOL
Education
University of Massachusetts at Lowell 2012 — 2013
Graduate Certificate, Security Studies
Cameron University 2007 — 2009
Master of Science (MSc), Behavioral Sciences
Cameron University 2002 — 2005
Bachelor of Science (BSc), Computer and Information Systems Security/Information Assurance
Eileen McQuade's Bank of America Experience December 1977 - Present
Job Technology Project Manager at Bank of America
Industry Banking
Experience
Bank of America December 1977 - Present
People's National Bank April 1977 - October 1977
Skills
PMP, SDLC, Matrix Management, Credit Cards
Education
Camden County College 1976 — 1977
Bank of America December 1977 - Present
People's National Bank April 1977 - October 1977
Skills
PMP, SDLC, Matrix Management, Credit Cards
Education
Camden County College 1976 — 1977
Sam Gerace's Bank of America Experience 1997 - 2000
Job Team Lead at SafetyKleen
Industry Environmental Services
Experience
Safety-Kleen June 2010 - Present
Kellner Mortage Investments 2000 - 2007
Bank of America 1997 - 2000
Summit Acceptance Corp 1994 - 1997
Skills
Operations Management, Remediation, Sales Operations, Credit
Education
Cameron University
Business Management
Safety-Kleen June 2010 - Present
Kellner Mortage Investments 2000 - 2007
Bank of America 1997 - 2000
Summit Acceptance Corp 1994 - 1997
Skills
Operations Management, Remediation, Sales Operations, Credit
Education
Cameron University
Business Management
Craig Cotten's Bank of America Experience 1992 - 1996
Job Director, IT Infrastructure
Industry Information Technology and Services
Experience
JCPenney April 2014 - Present
ACE Cash Express July 2005 - April 2014
ACE Cash Express January 2004 - July 2005
Buchanan Technologies August 2002 - December 2003
i2 Technologies July 1999 - August 2002
Citi 1996 - 1999
Bank of America 1992 - 1996
Skills
Disaster Recovery, Data Center, Servers, VoIP, Cisco Technologies, Information Technology, Networking, WAN, Information Security, Network Engineering, Load Balancing, Windows Server, IT Management, Infrastructure, VPN, Security, SharePoint, Network Security, High Availability, Software Documentation, Windows, Operating Systems, Cloud Computing, Management, Avaya IP Telephony, Technical Writing, Distributed Systems, Process Improvement, Call Centers, VMware, VMware ESX, Unified Communications, Network Design, Microsoft Exchange, System Administration, Storage, IIS, Vendor Management, Integration, IT Strategy, Troubleshooting, Cisco UCS, Cisco Wireless, Cisco Security, Cisco Nexus, Network Architecture, MPLS, SAN, LAN-WAN, Virtualization
Education
Cameron University
Bachelor of Science (B.S.)
Collin County Community College
Associate's Degree
JCPenney April 2014 - Present
ACE Cash Express July 2005 - April 2014
ACE Cash Express January 2004 - July 2005
Buchanan Technologies August 2002 - December 2003
i2 Technologies July 1999 - August 2002
Citi 1996 - 1999
Bank of America 1992 - 1996
Skills
Disaster Recovery, Data Center, Servers, VoIP, Cisco Technologies, Information Technology, Networking, WAN, Information Security, Network Engineering, Load Balancing, Windows Server, IT Management, Infrastructure, VPN, Security, SharePoint, Network Security, High Availability, Software Documentation, Windows, Operating Systems, Cloud Computing, Management, Avaya IP Telephony, Technical Writing, Distributed Systems, Process Improvement, Call Centers, VMware, VMware ESX, Unified Communications, Network Design, Microsoft Exchange, System Administration, Storage, IIS, Vendor Management, Integration, IT Strategy, Troubleshooting, Cisco UCS, Cisco Wireless, Cisco Security, Cisco Nexus, Network Architecture, MPLS, SAN, LAN-WAN, Virtualization
Education
Cameron University
Bachelor of Science (B.S.)
Collin County Community College
Associate's Degree
Lochlyn Laskowski's Bank of America Experience September 2012 - June 2013
Job Collections
Industry Banking
Experience
Bank of America September 2012 - June 2013
ARM - Accounts Receivable Management January 2010 - September 2012
Skills
Loans
Education
Camden County College
Associate's degree, Business Administration and Management, General
Rutgers, The State University of New Jersey-Camden
Spanish Language and Literature
Bank of America September 2012 - June 2013
ARM - Accounts Receivable Management January 2010 - September 2012
Skills
Loans
Education
Camden County College
Associate's degree, Business Administration and Management, General
Rutgers, The State University of New Jersey-Camden
Spanish Language and Literature
Mike Lorenzen's Bank of America Experience December 2010 - Present
Job AVP Suborndinate Loan Services at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Origen January 2001 - December 2010
OHA Financial June 1995 - June 2000
Education
Cameron University 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dodge City Community College 1985 — 1986
Business/Commerce, General
Bank of America December 2010 - Present
Origen January 2001 - December 2010
OHA Financial June 1995 - June 2000
Education
Cameron University 1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dodge City Community College 1985 — 1986
Business/Commerce, General
Ingrid Hebert's Bank of America Experience August 2012 - January 2013
Job Administrative Assistant at MedThink Inc.
Industry Marketing and Advertising
Experience
R.A. Jeffreys June 2013 - Present
MedThink Inc. January 2013 - June 2013
Bank of America August 2012 - January 2013
Brink’s February 2007 - August 2011
Education
Campbell University 2011 — 2013
Associate's degree, Business Administration and Management, General
R.A. Jeffreys June 2013 - Present
MedThink Inc. January 2013 - June 2013
Bank of America August 2012 - January 2013
Brink’s February 2007 - August 2011
Education
Campbell University 2011 — 2013
Associate's degree, Business Administration and Management, General
Troy Watts's Bank of America Experience January 2013 - January 2014
Job MORTGAGE UNDERWRITER at BANK OF AMERICA
Industry Financial Services
Experience
Bank of America January 2013 - January 2014
Bank of America Corporation January 2013 - January 2014
Bank of America November 2011 - December 2012
Radian May 2010 - November 2011
PHH Mortgage March 2006 - May 2010
PHH Mortgage January 2003 - January 2010
PHH Mortgage December 2005 - March 2006
PHH Mortgage April 2004 - December 2005
PHH Mortgage July 2003 - April 2004
Skills
Loans, Credit, Mortgage Lending, Loss Mitigation, Banking, Loan Servicing, Finance, Credit Analysis, Risk Management, FHA, Underwriting, Portfolio Management, Financial Risk, Real Estate, Foreclosures, Management, Default, Short Sales, Call Centers, Insurance, Mortgage Banking, Loan Origination, Residential Mortgages
Education
Camden County College 2004 — 2006
Associate DegreeAssociate of Science, Finance
Rutgers University – Camden
Bachelor's degree, Finance, General
Bank of America January 2013 - January 2014
Bank of America Corporation January 2013 - January 2014
Bank of America November 2011 - December 2012
Radian May 2010 - November 2011
PHH Mortgage March 2006 - May 2010
PHH Mortgage January 2003 - January 2010
PHH Mortgage December 2005 - March 2006
PHH Mortgage April 2004 - December 2005
PHH Mortgage July 2003 - April 2004
Skills
Loans, Credit, Mortgage Lending, Loss Mitigation, Banking, Loan Servicing, Finance, Credit Analysis, Risk Management, FHA, Underwriting, Portfolio Management, Financial Risk, Real Estate, Foreclosures, Management, Default, Short Sales, Call Centers, Insurance, Mortgage Banking, Loan Origination, Residential Mortgages
Education
Camden County College 2004 — 2006
Associate DegreeAssociate of Science, Finance
Rutgers University – Camden
Bachelor's degree, Finance, General
Mary Beth Parrott's Bank of America Experience October 2013 - Present
Job Specialized Fiduciary Officer at U.S. Trust, Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America August 2009 - December 2011
Skills
Banking, Portfolio Management, Wealth Management
Education
Campbell University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Campbell University 2004 — 2009
Bachelor of Business Administration (BBA), Trust and Wealth Management
Bank of America October 2013 - Present
Bank of America August 2009 - December 2011
Skills
Banking, Portfolio Management, Wealth Management
Education
Campbell University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Campbell University 2004 — 2009
Bachelor of Business Administration (BBA), Trust and Wealth Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS