Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Blakeney Wisner Blakeney Wisner's Bank of America Experience November 2009 - April 2013
Job Broker Care Manager at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate September 2015 - Present
Windermere Real Estate February 2015 - September 2015
Marcus & Millichap March 2014 - February 2015
Guidant Financial Group June 2013 - March 2014
Bank of America November 2009 - April 2013
Starbucks September 2006 - December 2008
Skills
Leadership, Customer Service, Management, Outlook, Microsoft Office, Time Management, Banking, PowerPoint, CRM, Microsoft Excel, Customer Satisfaction, Risk Management, Finance, Data Analysis, Financial Services, Training, Coaching, Public Speaking, Project Management, Teamwork, Business Development, Customer Experience, Interpersonal..., Organization &..., Marketing Research, Team Leadership, Group Work, Social Media Marketing, Access, Software Documentation, Operations Management, Process Improvement, Digital Marketing, Strategic Planning, SEO, Public Relations, Data Entry, Cross Selling, Coaching Staff, Microsoft Publisher, Auditing, Risk Assessment, Salesforce.com, Multiple Listing Service
Education
University of Washington 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Cascadia Community College 2006 — 2009
Associate's degree, Business
Henry M. Jackson High School 2002 — 2006
High School Diploma
Windermere Real Estate September 2015 - Present
Windermere Real Estate February 2015 - September 2015
Marcus & Millichap March 2014 - February 2015
Guidant Financial Group June 2013 - March 2014
Bank of America November 2009 - April 2013
Starbucks September 2006 - December 2008
Skills
Leadership, Customer Service, Management, Outlook, Microsoft Office, Time Management, Banking, PowerPoint, CRM, Microsoft Excel, Customer Satisfaction, Risk Management, Finance, Data Analysis, Financial Services, Training, Coaching, Public Speaking, Project Management, Teamwork, Business Development, Customer Experience, Interpersonal..., Organization &..., Marketing Research, Team Leadership, Group Work, Social Media Marketing, Access, Software Documentation, Operations Management, Process Improvement, Digital Marketing, Strategic Planning, SEO, Public Relations, Data Entry, Cross Selling, Coaching Staff, Microsoft Publisher, Auditing, Risk Assessment, Salesforce.com, Multiple Listing Service
Education
University of Washington 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Cascadia Community College 2006 — 2009
Associate's degree, Business
Henry M. Jackson High School 2002 — 2006
High School Diploma
Julie (Szmyd) Morahan Julie (Szmyd) Morahan's Bank of America Experience November 2006 - July 2007
Job Senior Software Engineer at Tradavo
Industry Computer Software
Experience
Tradavo July 2015 - Present
Terradatum October 2013 - July 2015
MindBank July 2007 - September 2013
Bank of America November 2006 - July 2007
RealGo, Inc. July 2004 - November 2006
Acartus April 2003 - July 2004
Hewlett Packard 2000 - 2003
Skills
Java, Microsoft SQL Server, JavaScript, Eclipse, Hibernate, Spring, JBoss Application Server, Software Development, MVC, Web Applications, Requirements Analysis, Java Enterprise Edition, Python, SDLC, CSS, Databases, Flex, Struts, ESRI, ArcGIS Server, Architecture, Mobile Applications, Open Source, ArcGIS, REST, jQuery, PostgreSQL, Linux, Subversion, XML, MySQL, SOAP
Education
Penn State University 2008 — 2010
Post Baccalaureate Certificate, GIS
Case Western Reserve University 1996 — 2000
BS, Computer Science
Tradavo July 2015 - Present
Terradatum October 2013 - July 2015
MindBank July 2007 - September 2013
Bank of America November 2006 - July 2007
RealGo, Inc. July 2004 - November 2006
Acartus April 2003 - July 2004
Hewlett Packard 2000 - 2003
Skills
Java, Microsoft SQL Server, JavaScript, Eclipse, Hibernate, Spring, JBoss Application Server, Software Development, MVC, Web Applications, Requirements Analysis, Java Enterprise Edition, Python, SDLC, CSS, Databases, Flex, Struts, ESRI, ArcGIS Server, Architecture, Mobile Applications, Open Source, ArcGIS, REST, jQuery, PostgreSQL, Linux, Subversion, XML, MySQL, SOAP
Education
Penn State University 2008 — 2010
Post Baccalaureate Certificate, GIS
Case Western Reserve University 1996 — 2000
BS, Computer Science
Nilou Fathi Nilou Fathi's Bank of America Experience September 2011 - April 2015
Job at
Industry Banking
Experience
BECU May 2015 - Present
Bank of America September 2011 - April 2015
Bank of America September 2013 - February 2014
JCPenney November 2007 - September 2011
Skills
Customer Service, Cash Handling, Team Management, Organization Skills, People Skills, Time Management, Communication, Planning, Leadership, Decision Making, Creativity Skills, Problem Solving, Banking, Retail Banking, Credit, Commercial Banking, Cross Selling, Loans
Education
Washington State University 2015 — 2017
Hospitality Business Management, Hospitality business management
Cascadia Community College 2012 — 2015
Associate's Degree, Business, 3.2
BECU May 2015 - Present
Bank of America September 2011 - April 2015
Bank of America September 2013 - February 2014
JCPenney November 2007 - September 2011
Skills
Customer Service, Cash Handling, Team Management, Organization Skills, People Skills, Time Management, Communication, Planning, Leadership, Decision Making, Creativity Skills, Problem Solving, Banking, Retail Banking, Credit, Commercial Banking, Cross Selling, Loans
Education
Washington State University 2015 — 2017
Hospitality Business Management, Hospitality business management
Cascadia Community College 2012 — 2015
Associate's Degree, Business, 3.2
Lauren Gore's Bank of America Experience September 2003 - August 2004
Job SSG Emerging Leaders Program Lead at Boeing
Industry Aviation & Aerospace
Experience
Boeing September 2014 - Present
Boeing April 2012 - September 2014
Boeing Commercial Airplanes December 2010 - April 2012
Boeing Commercial Airplanes July 2008 - December 2010
Premera Blue Cross March 2006 - June 2008
Gamut360 Holding, LLC September 2005 - April 2006
Bank of America September 2003 - August 2004
Skills
Process Improvement, Captivate, Root Cause Analysis, Customer Relations, Communications, Cross-functional..., Cross-group..., Data Analysis, Research Analysis, Value Stream Mapping, Lean Logistics, 5S, Efficiency Improvement, Milestone Professional, Cost Analysis, Risk Analysis, Cost Estimating, Pricing Analysis, Quickbooks, Customer Service, Highly Adaptable, Databases, Excel, Access, Visio, Word, PowerPoint, Outlook, MS Office Suite, Microsoft Word, Project Management, Performance Improvement, Microsoft Excel, Cross-functional Team..., Management, Analysis
Education
University of Washington-Bothell Campus 2010 — 2012
Bachelor of Arts (BA), Accounting, 3.59
Cascadia Community College 2008 — 2010
Associate of Arts (AA), Accounting and Business/Management, 3.93
Western Washington University 2004 — 2005
Accounting and Business/Management
Boeing September 2014 - Present
Boeing April 2012 - September 2014
Boeing Commercial Airplanes December 2010 - April 2012
Boeing Commercial Airplanes July 2008 - December 2010
Premera Blue Cross March 2006 - June 2008
Gamut360 Holding, LLC September 2005 - April 2006
Bank of America September 2003 - August 2004
Skills
Process Improvement, Captivate, Root Cause Analysis, Customer Relations, Communications, Cross-functional..., Cross-group..., Data Analysis, Research Analysis, Value Stream Mapping, Lean Logistics, 5S, Efficiency Improvement, Milestone Professional, Cost Analysis, Risk Analysis, Cost Estimating, Pricing Analysis, Quickbooks, Customer Service, Highly Adaptable, Databases, Excel, Access, Visio, Word, PowerPoint, Outlook, MS Office Suite, Microsoft Word, Project Management, Performance Improvement, Microsoft Excel, Cross-functional Team..., Management, Analysis
Education
University of Washington-Bothell Campus 2010 — 2012
Bachelor of Arts (BA), Accounting, 3.59
Cascadia Community College 2008 — 2010
Associate of Arts (AA), Accounting and Business/Management, 3.93
Western Washington University 2004 — 2005
Accounting and Business/Management
Gary Garza Gary Garza's Bank of America Experience June 2011 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Target December 2006 - December 2010
Skills
Sales, Creative Writing, Journalism, Marketing, Graphic Design, Screenwriting, Professional Services, Talking Points
Education
Carrington College California-San Jose 2009 — 2010
Associate's degree, Graphic Design
Evergreen Valley College 2005 — 2009
General Education, 2.0
Santa Teresa high school 2001 — 2005
Diploma, General ed
Bank of America June 2011 - Present
Target December 2006 - December 2010
Skills
Sales, Creative Writing, Journalism, Marketing, Graphic Design, Screenwriting, Professional Services, Talking Points
Education
Carrington College California-San Jose 2009 — 2010
Associate's degree, Graphic Design
Evergreen Valley College 2005 — 2009
General Education, 2.0
Santa Teresa high school 2001 — 2005
Diploma, General ed
Abigail Mather Abigail Mather's Bank of America Experience July 2012 - December 2013
Job Individual Account Manager at Cathy Merz Insurance, Inc.
Industry Insurance
Experience
Cathy Merz Insurance, Inc May 2014 - Present
Bank of America July 2012 - December 2013
Bank of America April 2011 - July 2012
Bank of America November 2009 - April 2011
maurices February 2008 - May 2009
Skills
Customer Service, Communication, Community Outreach, Interpersonal..., Research and Planning, Organization, Team Leadership, Adaptability, Dependable Team Player, Business Development, Relationship Management, Team Management, Self-starter, Financial Services, Data Entry, Sales, Project Management, Management
Education
Carroll College 2005 — 2009
Bachelor of Arts (BA), Business Administration, International Business
Cathy Merz Insurance, Inc May 2014 - Present
Bank of America July 2012 - December 2013
Bank of America April 2011 - July 2012
Bank of America November 2009 - April 2011
maurices February 2008 - May 2009
Skills
Customer Service, Communication, Community Outreach, Interpersonal..., Research and Planning, Organization, Team Leadership, Adaptability, Dependable Team Player, Business Development, Relationship Management, Team Management, Self-starter, Financial Services, Data Entry, Sales, Project Management, Management
Education
Carroll College 2005 — 2009
Bachelor of Arts (BA), Business Administration, International Business
Mayank Saxena, CFA Mayank Saxena, CFA's Bank of America Experience March 2007 - August 2010
Job Trader
Industry Capital Markets
Experience
Societe Generale Corporate and Investment Banking - SGCIB October 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB September 2010 - September 2014
Bank of America March 2007 - August 2010
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Masters, Computational Finance
Indian Institute of Technology, Bombay 2000 — 2004
BTech., Materials Science Engineering
Societe Generale Corporate and Investment Banking - SGCIB October 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB September 2010 - September 2014
Bank of America March 2007 - August 2010
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Masters, Computational Finance
Indian Institute of Technology, Bombay 2000 — 2004
BTech., Materials Science Engineering
Philip De Carlo Philip De Carlo's Bank of America Experience 1981 - 2000
Job Partner at Eagle Partners
Industry Investment Banking
Experience
Eagle Partners 2001 - Present
Bank of America 1981 - 2000
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
Eagle Partners 2001 - Present
Bank of America 1981 - 2000
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
Jeffrey Yellen Jeffrey Yellen's Bank of America Experience August 2012 - October 2013
Job Client Experience Manager
Industry Management Consulting
Experience
MRI Software LLC April 2014 - Present
Huntington National Bank November 2013 - March 2014
Bank of America August 2012 - October 2013
Bank of America January 2012 - July 2012
Bank of America April 2009 - December 2011
Bank of America May 2008 - March 2009
Bank of America August 2005 - April 2008
Bank of America January 2004 - July 2005
Bank of America February 2003 - December 2003
Bank of America April 2001 - January 2003
Skills
Credit Risk, Credit Analysis, Mortgage Underwriting, Underwriting, Credit Cards, Compliance, Credit, Mortgage Lending, Banking, Anti Money Laundering, Consumer Lending, Loans, Loan Origination, Financial Services, Finance, Cross Selling, Mergers & Acquisitions, Commercial Lending, Lines Of Credit, Mortgage Banking, Small Business Lending, Commercial Banking, Portfolio Management, Retail Banking, Cash Management
Education
Case Western Reserve University 1989 — 1993
Bachelor of Science (BS), Accounting
MRI Software LLC April 2014 - Present
Huntington National Bank November 2013 - March 2014
Bank of America August 2012 - October 2013
Bank of America January 2012 - July 2012
Bank of America April 2009 - December 2011
Bank of America May 2008 - March 2009
Bank of America August 2005 - April 2008
Bank of America January 2004 - July 2005
Bank of America February 2003 - December 2003
Bank of America April 2001 - January 2003
Skills
Credit Risk, Credit Analysis, Mortgage Underwriting, Underwriting, Credit Cards, Compliance, Credit, Mortgage Lending, Banking, Anti Money Laundering, Consumer Lending, Loans, Loan Origination, Financial Services, Finance, Cross Selling, Mergers & Acquisitions, Commercial Lending, Lines Of Credit, Mortgage Banking, Small Business Lending, Commercial Banking, Portfolio Management, Retail Banking, Cash Management
Education
Case Western Reserve University 1989 — 1993
Bachelor of Science (BS), Accounting
Shawna Morris Shawna Morris's Bank of America Experience June 2009 - October 2009
Job Project Manager at TableSafe, Inc.
Industry Information Technology and Services
Experience
TableSafe June 2014 - Present
TableSafe June 2013 - June 2014
TableSafe December 2012 - May 2013
TableSafe July 2012 - December 2012
T-Mobile August 2010 - June 2012
Nordstrom November 2009 - June 2010
Bank of America June 2009 - October 2009
Washington State Unversity October 2008 - May 2009
Rankin Covers and Customer Upholstery May 2007 - July 2008
Tully's Coffee September 2005 - January 2008
Skills
Management, Highly motivated..., Close Attention to..., Scrum, Team Building, Oral & Written..., Learning Quickly, Organizational..., Product Management, Quality Assurance, Customer Retention, Call Centers, Start-ups, Agile Project Management, Time Management, Customer Service, Customer Experience, Managing Deadlines, Product Analysis, Visual Studio, MySQL, Kanban, Project Management, Technical Documentation, User Documentation, Leadership, Training, Team Leadership, Communication, Problem Solving
Education
University of Washington 2010 — 2011
Certification, Paralegal Studies, Passing
Washington State University 2007 — 2009
Bachelor of Arts (B.A.), Communication and Media and the Law, 3.68
Cascadia Community College 2005 — 2007
Associate of Arts (A.A.), General Studies, 3.72
TableSafe June 2014 - Present
TableSafe June 2013 - June 2014
TableSafe December 2012 - May 2013
TableSafe July 2012 - December 2012
T-Mobile August 2010 - June 2012
Nordstrom November 2009 - June 2010
Bank of America June 2009 - October 2009
Washington State Unversity October 2008 - May 2009
Rankin Covers and Customer Upholstery May 2007 - July 2008
Tully's Coffee September 2005 - January 2008
Skills
Management, Highly motivated..., Close Attention to..., Scrum, Team Building, Oral & Written..., Learning Quickly, Organizational..., Product Management, Quality Assurance, Customer Retention, Call Centers, Start-ups, Agile Project Management, Time Management, Customer Service, Customer Experience, Managing Deadlines, Product Analysis, Visual Studio, MySQL, Kanban, Project Management, Technical Documentation, User Documentation, Leadership, Training, Team Leadership, Communication, Problem Solving
Education
University of Washington 2010 — 2011
Certification, Paralegal Studies, Passing
Washington State University 2007 — 2009
Bachelor of Arts (B.A.), Communication and Media and the Law, 3.68
Cascadia Community College 2005 — 2007
Associate of Arts (A.A.), General Studies, 3.72
Brian Roach's Bank of America Experience February 2012 - May 2014
Job Director of Digital Marketing at Ally Financial Inc.
Industry Marketing and Advertising
Experience
Ally Financial Inc. September 2015 - Present
Ally Financial Inc. May 2014 - Present
Bank of America February 2012 - May 2014
Bank of America May 2006 - February 2012
Bank of America January 2000 - May 2006
Bank of America June 1999 - January 2000
Bank of America August 1998 - June 1999
Skills
Marketing Strategy, Banking, Strategy, Process Improvement, Vendor Management, Segmentation, Direct Marketing, Sales, Customer Experience, Analytics, Corporate Communications, Product Management, Integrated Marketing, Cross-functional Team..., Customer Acquisition, E-commerce, Six Sigma, Training, Strategic Partnerships, Problem Solving, New Business Development, Business Planning, Competitive Analysis, Relationship Management, CRM, Financial Services, Multi-channel Marketing, Virtual Teams, Program Management, Team Building, Leadership, Marketing, Customer Retention, Development of Training..., Management, Green Belt, Credit Cards, Lead Generation, Database Marketing, Product Marketing, Marketing Management, Advertising, Marketing Communications, Strategic Planning
Education
Catawba College 1993 — 1997
Bachelor of Arts, Business Administration, Marketing, Communications
Ally Financial Inc. September 2015 - Present
Ally Financial Inc. May 2014 - Present
Bank of America February 2012 - May 2014
Bank of America May 2006 - February 2012
Bank of America January 2000 - May 2006
Bank of America June 1999 - January 2000
Bank of America August 1998 - June 1999
Skills
Marketing Strategy, Banking, Strategy, Process Improvement, Vendor Management, Segmentation, Direct Marketing, Sales, Customer Experience, Analytics, Corporate Communications, Product Management, Integrated Marketing, Cross-functional Team..., Customer Acquisition, E-commerce, Six Sigma, Training, Strategic Partnerships, Problem Solving, New Business Development, Business Planning, Competitive Analysis, Relationship Management, CRM, Financial Services, Multi-channel Marketing, Virtual Teams, Program Management, Team Building, Leadership, Marketing, Customer Retention, Development of Training..., Management, Green Belt, Credit Cards, Lead Generation, Database Marketing, Product Marketing, Marketing Management, Advertising, Marketing Communications, Strategic Planning
Education
Catawba College 1993 — 1997
Bachelor of Arts, Business Administration, Marketing, Communications
Jennifer Scates's Bank of America Experience November 2009 - December 2011
Job Experienced Marketing Professional
Industry Financial Services
Experience
Bank of America November 2009 - December 2011
Bank of America (MBNA America) October 2004 - November 2009
Bank of America (MBNA America) April 2002 - October 2004
Bank of America (MBNA America) April 2001 - April 2002
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Carson-Newman College 1997 — 1999
BS, Child and Family Studies
Bank of America November 2009 - December 2011
Bank of America (MBNA America) October 2004 - November 2009
Bank of America (MBNA America) April 2002 - October 2004
Bank of America (MBNA America) April 2001 - April 2002
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Carson-Newman College 1997 — 1999
BS, Child and Family Studies
Carolyn Kulp's Bank of America Experience January 2008 - May 2010
Job Loan Officer at Eagle Home Mortgage
Industry Financial Services
Experience
Eagle Home Mortgage May 2010 - Present
Bank of America January 2008 - May 2010
Countrywide Home Loans June 2005 - January 2008
Skills
Customer Service, VA Loans, Refinance, Mortgage Lending, FHA Financing, First Time Home Buyers, USDA Rural Housing, Purchase Financing, Home Equity Loans, Down Payment Assistance, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Training, Windows, Investment Properties, Credit, FHA, Mortgage Banking, Sales, Residential Mortgages, Loan Origination, Real Estate, Short Sales
Education
Cascadia Community College 2003 — 2005
Business/Commerce, General
North Seattle Community College 2003 — 2004
Accounting and Business/Management
Eagle Home Mortgage May 2010 - Present
Bank of America January 2008 - May 2010
Countrywide Home Loans June 2005 - January 2008
Skills
Customer Service, VA Loans, Refinance, Mortgage Lending, FHA Financing, First Time Home Buyers, USDA Rural Housing, Purchase Financing, Home Equity Loans, Down Payment Assistance, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Training, Windows, Investment Properties, Credit, FHA, Mortgage Banking, Sales, Residential Mortgages, Loan Origination, Real Estate, Short Sales
Education
Cascadia Community College 2003 — 2005
Business/Commerce, General
North Seattle Community College 2003 — 2004
Accounting and Business/Management
Jaquana Miles Jaquana Miles's Bank of America Experience September 2013 - February 2015
Job Process Excellence and Information Technology Expert
Industry Financial Services
Experience
Duke Energy Corporation May 2015 - Present
Bank of America September 2013 - February 2015
Bank of America June 2010 - September 2013
Amazon June 2009 - August 2009
Hewlett Packard August 2006 - August 2008
Hewlett-Packard August 2003 - July 2006
Procter & Gamble October 2000 - August 2003
Skills
Product Management, Process Improvement, Cross-functional Team..., Business Analysis, Project Management, Analytics, Business Strategy, Risk Management, Strategic Planning, Program Management, Change Management, Leadership, Management, Banking, Team Building, Financial Analysis, Management Consulting, Business Process..., Strategy, Vendor Management, Data Analysis, Business Development, IT Strategy, Team Leadership, SDLC, Analysis, Business Intelligence, Six Sigma, Integration, Operations Management, Project Planning
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Operations Management
University of Cincinnati College of Business 1996 — 2000
BBA, Information Systems
Duke Energy Corporation May 2015 - Present
Bank of America September 2013 - February 2015
Bank of America June 2010 - September 2013
Amazon June 2009 - August 2009
Hewlett Packard August 2006 - August 2008
Hewlett-Packard August 2003 - July 2006
Procter & Gamble October 2000 - August 2003
Skills
Product Management, Process Improvement, Cross-functional Team..., Business Analysis, Project Management, Analytics, Business Strategy, Risk Management, Strategic Planning, Program Management, Change Management, Leadership, Management, Banking, Team Building, Financial Analysis, Management Consulting, Business Process..., Strategy, Vendor Management, Data Analysis, Business Development, IT Strategy, Team Leadership, SDLC, Analysis, Business Intelligence, Six Sigma, Integration, Operations Management, Project Planning
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Operations Management
University of Cincinnati College of Business 1996 — 2000
BBA, Information Systems
Ian Chasler Ian Chasler's Bank of America Experience June 2012 - April 2014
Job Associate Global Loan Portfolio Management at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America June 2012 - April 2014
University of South Carolina August 2008 - June 2012
Cass Business School January 2011 - May 2011
Dell Systems Government Services May 2010 - June 2010
Perot Systems Government Services May 2009 - August 2009
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Credit Trading, High Yield Bonds, Relative Value, Trading Strategies, Credit Derivatives, Credit Analysis, Credit Risk, Loan Pricing, Fixed Income Strategies, Series 7, Series 63, Hedging
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), International Business and Finance
Cass Business School 2011 — 2011
Bank of America Merrill Lynch April 2014 - Present
Bank of America June 2012 - April 2014
University of South Carolina August 2008 - June 2012
Cass Business School January 2011 - May 2011
Dell Systems Government Services May 2010 - June 2010
Perot Systems Government Services May 2009 - August 2009
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Credit Trading, High Yield Bonds, Relative Value, Trading Strategies, Credit Derivatives, Credit Analysis, Credit Risk, Loan Pricing, Fixed Income Strategies, Series 7, Series 63, Hedging
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), International Business and Finance
Cass Business School 2011 — 2011
Shawn Megathlin Shawn Megathlin's Bank of America Experience February 2007 - April 2009
Job SVP, Corporate Compliance Officer at Bar Harbor Bank & Trust
Industry Banking
Experience
Bar Harbor Bank & Trust November 2012 - Present
M&M Consulting April 2009 - December 2012
Bank of America February 2007 - April 2009
Bank of America April 2006 - February 2007
Independent Consultant March 2006 - April 2006
Circle Lending, Inc. July 2003 - March 2006
Independent Consultant December 2002 - June 2003
Atlantic Title Company March 2001 - November 2002
Shawn R. Megathlin, Esq., Attorney at Law July 1998 - March 2001
Drummond & Drummond, L.P. July 1995 - July 1998
Skills
Loans, Banking, Due Diligence, Risk Management, Real Estate, Mortgage Lending, Finance, Legal Writing, Credit, Legal Research, Corporate Governance, Westlaw, Policy, Executive Management, Privacy Law, Financial Services, Regulatory Analysis, Regulatory compliance..., Commercial Loan..., Commercial Lending, Loan Servicing, AML, Consumer Lending, KYC, Credit Risk, Portfolio Management, FHA, Commercial Litigation, Employment Law, Investments, Corporate Law, Anti Money Laundering
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Middlebury College 1983 — 1987
Bachelor of Arts, Political Science
Bar Harbor Bank & Trust November 2012 - Present
M&M Consulting April 2009 - December 2012
Bank of America February 2007 - April 2009
Bank of America April 2006 - February 2007
Independent Consultant March 2006 - April 2006
Circle Lending, Inc. July 2003 - March 2006
Independent Consultant December 2002 - June 2003
Atlantic Title Company March 2001 - November 2002
Shawn R. Megathlin, Esq., Attorney at Law July 1998 - March 2001
Drummond & Drummond, L.P. July 1995 - July 1998
Skills
Loans, Banking, Due Diligence, Risk Management, Real Estate, Mortgage Lending, Finance, Legal Writing, Credit, Legal Research, Corporate Governance, Westlaw, Policy, Executive Management, Privacy Law, Financial Services, Regulatory Analysis, Regulatory compliance..., Commercial Loan..., Commercial Lending, Loan Servicing, AML, Consumer Lending, KYC, Credit Risk, Portfolio Management, FHA, Commercial Litigation, Employment Law, Investments, Corporate Law, Anti Money Laundering
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Middlebury College 1983 — 1987
Bachelor of Arts, Political Science
Jessica Human Jessica Human's Bank of America Experience September 2005 - June 2008
Job Store Manager
Industry Retail
Experience
AM Retail Group September 2014 - Present
Pacific Sunwear September 2009 - September 2014
American Eagle Outfitters June 2008 - September 2009
Wells Fargo June 2007 - June 2008
Bank of America September 2005 - June 2008
Skills
Retail, Loss Prevention, Visual Merchandising, Store Management, Retail Sales, Big Box, Inventory Control, Inventory Management, Merchandise Planning, Merchandising, New Store Openings, Profit, Shrinkage, Store Operations
Education
Carroll Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
AM Retail Group September 2014 - Present
Pacific Sunwear September 2009 - September 2014
American Eagle Outfitters June 2008 - September 2009
Wells Fargo June 2007 - June 2008
Bank of America September 2005 - June 2008
Skills
Retail, Loss Prevention, Visual Merchandising, Store Management, Retail Sales, Big Box, Inventory Control, Inventory Management, Merchandise Planning, Merchandising, New Store Openings, Profit, Shrinkage, Store Operations
Education
Carroll Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
Luke Hitpas's Bank of America Experience August 2009 - March 2010
Job Sr. Salesforce.com Consultant & Consultant Team Lead at Rightpoint
Industry Information Technology and Services
Experience
Rightpoint April 2013 - Present
Enrollment Rx LLC May 2012 - March 2013
DePaul University March 2010 - May 2012
Bank of America August 2009 - March 2010
Maritz Travel Company January 2007 - August 2009
Peace Corps Guatemala September 2004 - November 2006
Education
Carthage College
Bachelor of Arts, Business Administration & Spanish
DePaul University
Master of Science, Business Information Technology
Rightpoint April 2013 - Present
Enrollment Rx LLC May 2012 - March 2013
DePaul University March 2010 - May 2012
Bank of America August 2009 - March 2010
Maritz Travel Company January 2007 - August 2009
Peace Corps Guatemala September 2004 - November 2006
Education
Carthage College
Bachelor of Arts, Business Administration & Spanish
DePaul University
Master of Science, Business Information Technology
Anitra Powers Anitra Powers's Bank of America Experience August 2007 - February 2011
Job Sr. Quality and Change Delivery Consultant at Bank of America Home Loans
Industry Financial Services
Experience
Bank of America Home Loans March 2011 - Present
Bank of America August 2007 - February 2011
Bank of America April 2004 - July 2007
Bank of America March 2001 - April 2004
Diageo 1990 - 1998
Heublein, inc 1973 - 1998
Education
University of Hartford
MBA, Finance
Case Western Reserve University 1970 — 1973
Economics
Farmington High School
Simsbury Library Business Programs
Bank of America Home Loans March 2011 - Present
Bank of America August 2007 - February 2011
Bank of America April 2004 - July 2007
Bank of America March 2001 - April 2004
Diageo 1990 - 1998
Heublein, inc 1973 - 1998
Education
University of Hartford
MBA, Finance
Case Western Reserve University 1970 — 1973
Economics
Farmington High School
Simsbury Library Business Programs
Yongci (Lydia) Lu Yongci (Lydia) Lu's Bank of America Experience September 2013 - Present
Job CVA Quant at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
Citi March 2012 - September 2013
Citi May 2011 - August 2011
Nanjing University-Key Laboratory of Mesoscale Severe Weather September 2007 - June 2009
China CITIC Bank December 2008 - January 2009
Skills
R, VBA, Matlab, SQL, C++, Financial Engineering, Stochastic Calculus, Trading, Statistical Modeling, LaTeX, Data Analysis, Bloomberg Terminal, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master of Science, Computational Finance, Financial Engineering
Nanjing University 2006 — 2010
Bachelor, Computational Mathematics
Bank of America September 2013 - Present
Citi March 2012 - September 2013
Citi May 2011 - August 2011
Nanjing University-Key Laboratory of Mesoscale Severe Weather September 2007 - June 2009
China CITIC Bank December 2008 - January 2009
Skills
R, VBA, Matlab, SQL, C++, Financial Engineering, Stochastic Calculus, Trading, Statistical Modeling, LaTeX, Data Analysis, Bloomberg Terminal, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master of Science, Computational Finance, Financial Engineering
Nanjing University 2006 — 2010
Bachelor, Computational Mathematics
Steven Paulson Steven Paulson's Bank of America Experience 2009 - 2009
Job Consultant at Paulson HR Consulting
Industry Human Resources
Experience
Paulson HR Consulting September 2009 - Present
Bank of America 2009 - 2009
United Airlines July 2007 - August 2008
Steven Paulson Legal Services February 2003 - July 2007
Roderick Linton LLP February 2000 - February 2003
Green, Haines, Sgambati, Murphy and Macala LLP November 1987 - January 2000
Skills
Labor Relations, EEO, Union Avoidance, Affirmative Action, Employee Relations, Compliance, HR Policies, Conflict Resolution
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Michigan State University 1978 — 1982
BA, Social Science/Justice, Morality and Constitutional Democracy Policy Problems
Lake Fenton High School 1974 — 1978
Paulson HR Consulting September 2009 - Present
Bank of America 2009 - 2009
United Airlines July 2007 - August 2008
Steven Paulson Legal Services February 2003 - July 2007
Roderick Linton LLP February 2000 - February 2003
Green, Haines, Sgambati, Murphy and Macala LLP November 1987 - January 2000
Skills
Labor Relations, EEO, Union Avoidance, Affirmative Action, Employee Relations, Compliance, HR Policies, Conflict Resolution
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Michigan State University 1978 — 1982
BA, Social Science/Justice, Morality and Constitutional Democracy Policy Problems
Lake Fenton High School 1974 — 1978
Irina Shulmanovich Irina Shulmanovich's Bank of America Experience 2009 - 2010
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Bank of America 2009 - 2010
NewOak Capital 2008 - 2009
Citigroup March 2007 - March 2008
Lehman Brothers June 2001 - March 2008
Goldman Sachs 1995 - 2001
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2009
New York University 1991 — 1995
Math/Computer Science
J.P. Morgan 2010 - Present
Bank of America 2009 - 2010
NewOak Capital 2008 - 2009
Citigroup March 2007 - March 2008
Lehman Brothers June 2001 - March 2008
Goldman Sachs 1995 - 2001
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2009
New York University 1991 — 1995
Math/Computer Science
Mary Ann Browning Ford Mary Ann Browning Ford's Bank of America Experience 1984 - 1987
Job Owner/Artist & Designer
Industry Fine Art
Experience
Mary Ann Browning Ford 2014 - Present
Bank of America 1984 - 1987
J. Walter Thompson 1978 - 1984
Skills
Murals for Home &..., Color Consulting, Mgt. of Charity..., Interior Design, Art, Illustrator, Fine Art, Marketing, Furniture, Visual Arts, Advertising, Murals, Faux, Painting, Mixed Media, Oil Painting, Portraits, Furnishings, Paint, Craft, Customer Service
Education
Cleveland Institute of Art 1957 — 1958
Painting, Interior Design
Case Western Reserve University
Mary Ann Browning Ford 2014 - Present
Bank of America 1984 - 1987
J. Walter Thompson 1978 - 1984
Skills
Murals for Home &..., Color Consulting, Mgt. of Charity..., Interior Design, Art, Illustrator, Fine Art, Marketing, Furniture, Visual Arts, Advertising, Murals, Faux, Painting, Mixed Media, Oil Painting, Portraits, Furnishings, Paint, Craft, Customer Service
Education
Cleveland Institute of Art 1957 — 1958
Painting, Interior Design
Case Western Reserve University
Steve Saylor Steve Saylor's Bank of America Experience May 2012 - Present
Job Portfolio and Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Wells Fargo October 2010 - May 2012
CGI Consultants March 2008 - October 2010
Self - Employed September 2007 - March 2008
JAARS, Inc. January 1995 - September 2007
Sun Chemical 1979 - 1995
Skills
Project Planning, Project Implementation, Project Execution, Project Delivery, Project Finance, IT Management, Requirements Analysis, Change Management, IT Operations, Desktop Support, Desktop Administration, Server Management, Help Desk Management, International Project..., Agile Project Management, Software Project..., Technical Support, Project Management, Risk Management, Software Development, Help Desk Support, Network Administration, SDLC, Databases, Project Portfolio..., Visio, Vendor Management, SharePoint, PMO, Business Analysis, ITIL, Software Documentation, Requirements Gathering, PMP, Disaster Recovery, Integration, Systems Analysis, IT Strategy, Business Process..., Business Process, MS Project, Business Requirements, Enterprise Architecture, Program Management, Process Improvement
Education
IFCAD 1996 — 1997
French Studies
Carson-Newman College 1972 — 1976
Bachelors, Chemistry
Bank of America May 2012 - Present
Wells Fargo October 2010 - May 2012
CGI Consultants March 2008 - October 2010
Self - Employed September 2007 - March 2008
JAARS, Inc. January 1995 - September 2007
Sun Chemical 1979 - 1995
Skills
Project Planning, Project Implementation, Project Execution, Project Delivery, Project Finance, IT Management, Requirements Analysis, Change Management, IT Operations, Desktop Support, Desktop Administration, Server Management, Help Desk Management, International Project..., Agile Project Management, Software Project..., Technical Support, Project Management, Risk Management, Software Development, Help Desk Support, Network Administration, SDLC, Databases, Project Portfolio..., Visio, Vendor Management, SharePoint, PMO, Business Analysis, ITIL, Software Documentation, Requirements Gathering, PMP, Disaster Recovery, Integration, Systems Analysis, IT Strategy, Business Process..., Business Process, MS Project, Business Requirements, Enterprise Architecture, Program Management, Process Improvement
Education
IFCAD 1996 — 1997
French Studies
Carson-Newman College 1972 — 1976
Bachelors, Chemistry
Steven Josselyn Jr. Steven Josselyn Jr.'s Bank of America Experience August 2015 - Present
Job Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Enterprise Rent-A-Car April 2013 - August 2015
TJ Maxx October 2006 - May 2013
Skills
Customer Engagement, Retail Sales, Inventory Control
Education
Castleton University 2009 — 2013
B.S., Business, Business Administration and Management
Bank of America August 2015 - Present
Enterprise Rent-A-Car April 2013 - August 2015
TJ Maxx October 2006 - May 2013
Skills
Customer Engagement, Retail Sales, Inventory Control
Education
Castleton University 2009 — 2013
B.S., Business, Business Administration and Management
Alan Michael Alan Michael's Bank of America Experience September 2014 - Present
Job SVP, Sr. Audit Manager at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Bank of America March 2012 - August 2013
Federal Reserve System December 2006 - March 2012
Federal Reserve Bank of New York August 2002 - December 2006
New York State Banking Department February 2000 - August 2002
Saloman Smith Barney February 1997 - February 2000
Skills
Credit Risk, Market Risk, Risk Assessment, Governance, Policy, Enterprise Risk..., Risk Management, Banking, Capital Markets, Team Leadership, Auditing, Internal Controls, Credit, Basel II, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Strategy, Financial Regulation, AML, Financial Institutions, Credit Analysis, Internal Audit, Liquidity Risk, Finance, Anti Money Laundering, Derivatives, Financial Analysis
Education
Case Western Reserve University 1977 — 1979
MBA, Finance
The University of Georgia 1973 — 1977
BBA, Management
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Bank of America March 2012 - August 2013
Federal Reserve System December 2006 - March 2012
Federal Reserve Bank of New York August 2002 - December 2006
New York State Banking Department February 2000 - August 2002
Saloman Smith Barney February 1997 - February 2000
Skills
Credit Risk, Market Risk, Risk Assessment, Governance, Policy, Enterprise Risk..., Risk Management, Banking, Capital Markets, Team Leadership, Auditing, Internal Controls, Credit, Basel II, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Strategy, Financial Regulation, AML, Financial Institutions, Credit Analysis, Internal Audit, Liquidity Risk, Finance, Anti Money Laundering, Derivatives, Financial Analysis
Education
Case Western Reserve University 1977 — 1979
MBA, Finance
The University of Georgia 1973 — 1977
BBA, Management
Kara Butler Kara Butler's Bank of America Experience October 2002 - October 2013
Job Case Management Analyst at Bank of America
Industry Banking
Experience
Bank of America October 2002 - October 2013
Skills
Banking, Loans, Risk Management, Executive Management
Education
South Carolina State University 1993 — 1995
Carolinas College of Health Sciences
Bank of America October 2002 - October 2013
Skills
Banking, Loans, Risk Management, Executive Management
Education
South Carolina State University 1993 — 1995
Carolinas College of Health Sciences
Darleen Parmelee Darleen Parmelee's Bank of America Experience September 2010 - Present
Job VP; Agency Management at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Bank of America August 2003 - September 2010
Skills
Highly detail oriented, Organized self-starter, Team Leadership, Thinking Outside The Box, Banking, Goal Oriented, Result Oriented, Risk Management, Portfolio Management, Internal Audit
Education
Carson-Newman College
Business Administration, Management and Operations
Bank of America September 2010 - Present
Bank of America August 2003 - September 2010
Skills
Highly detail oriented, Organized self-starter, Team Leadership, Thinking Outside The Box, Banking, Goal Oriented, Result Oriented, Risk Management, Portfolio Management, Internal Audit
Education
Carson-Newman College
Business Administration, Management and Operations
Jeff Morse's Bank of America Experience August 2012 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
RBS Citizens Bank July 2008 - August 2012
BlackRock 2006 - 2007
Skills
Credit, Capital Structure, Treasury, Corporate Finance, Valuation, Loan Origination, Investment Banking, Credit Analysis, Commercial Banking, Credit Risk, Cash Management, Asset Management, Due Diligence, Capital Markets, Finance, Bonds, Investment Management, Commercial Lending, Financial Risk, Treasury Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance
Cass Business School
Economics
State University of New York College at Brockport
BS, Business Administration
Ward Melville
Bank of America August 2012 - Present
RBS Citizens Bank July 2008 - August 2012
BlackRock 2006 - 2007
Skills
Credit, Capital Structure, Treasury, Corporate Finance, Valuation, Loan Origination, Investment Banking, Credit Analysis, Commercial Banking, Credit Risk, Cash Management, Asset Management, Due Diligence, Capital Markets, Finance, Bonds, Investment Management, Commercial Lending, Financial Risk, Treasury Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance
Cass Business School
Economics
State University of New York College at Brockport
BS, Business Administration
Ward Melville
Devlin Cary Devlin Cary's Bank of America Experience October 2014 - Present
Job Vice President; Counsel Litigation/Discovery. Bank of America
Industry Law Practice
Experience
Bank of America October 2014 - Present
Bank of America July 2013 - Present
DiscoverReady May 2013 - July 2013
Huron Consulting Group September 2011 - May 2013
Attorney - Private Practice January 2009 - April 2011
Skills
Trials, Document Review, Legal Research, Corporate Law, Litigation Support, Commercial Litigation, Litigation
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (J.D.), Law
University of Oregon 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Bank of America October 2014 - Present
Bank of America July 2013 - Present
DiscoverReady May 2013 - July 2013
Huron Consulting Group September 2011 - May 2013
Attorney - Private Practice January 2009 - April 2011
Skills
Trials, Document Review, Legal Research, Corporate Law, Litigation Support, Commercial Litigation, Litigation
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (J.D.), Law
University of Oregon 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Joseph Soit Joseph Soit's Bank of America Experience February 2011 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
RadioShack September 2011 - January 2012
Desert Schools Federal Credit Union September 2010 - September 2011
Desert Schools Federal Credit Union September 2008 - September 2010
RadioShack May 2001 - September 2008
Skills
Computer Repair, Computer Hardware, Computer Maintenance, Sales Management, Sales Support, Sales Process, Inventory Management, Inventory Control, Training & Development, Sales Recruitment, Employee Hiring, Profit & Loss Management, Visual Merchandising, Cash Management, Cash Handling, Credit Unions, Cross Selling, Residential Mortgages, Goal Development, Sales Operations, Income Statement, Recruiting, Budgets, Cash Flow, Coaching, Consumer Lending, Customer Experience, Customer Satisfaction, Customer Service, Employee Training, Hiring, Leadership, Loan Origination, Loans, Loss Prevention, Management, Merchandising, P, Profit, Retail, Sales, Store Management, Team Building, Time Management, Training, Mortgage Lending
Education
Casper College 2000 — 2000
Basic Courses, Digital Electronics
Jim Thorpe Area High School 1995 — 1998
Diploma
Bank of America February 2011 - Present
RadioShack September 2011 - January 2012
Desert Schools Federal Credit Union September 2010 - September 2011
Desert Schools Federal Credit Union September 2008 - September 2010
RadioShack May 2001 - September 2008
Skills
Computer Repair, Computer Hardware, Computer Maintenance, Sales Management, Sales Support, Sales Process, Inventory Management, Inventory Control, Training & Development, Sales Recruitment, Employee Hiring, Profit & Loss Management, Visual Merchandising, Cash Management, Cash Handling, Credit Unions, Cross Selling, Residential Mortgages, Goal Development, Sales Operations, Income Statement, Recruiting, Budgets, Cash Flow, Coaching, Consumer Lending, Customer Experience, Customer Satisfaction, Customer Service, Employee Training, Hiring, Leadership, Loan Origination, Loans, Loss Prevention, Management, Merchandising, P, Profit, Retail, Sales, Store Management, Team Building, Time Management, Training, Mortgage Lending
Education
Casper College 2000 — 2000
Basic Courses, Digital Electronics
Jim Thorpe Area High School 1995 — 1998
Diploma
Ravinder Goel Ravinder Goel's Bank of America Experience 2004 - 2010
Job Product Manager at Amazon
Industry Internet
Experience
Amazon July 2012 - Present
Goldman Sachs June 2011 - August 2011
Infosys Technologies Ltd July 2009 - July 2010
Bank of America 2004 - 2010
Infosys Technologies Ltd September 2007 - July 2009
Infosys Technologies Ltd July 2004 - September 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Operations, Marketing, Strategy
National Institute of Technology Jamshedpur 2000 — 2004
Bachelors of Engineering, Electronics
DAV College, Chandigarh 1998 — 1999
Dasmesh Public School, Punjab
Amazon July 2012 - Present
Goldman Sachs June 2011 - August 2011
Infosys Technologies Ltd July 2009 - July 2010
Bank of America 2004 - 2010
Infosys Technologies Ltd September 2007 - July 2009
Infosys Technologies Ltd July 2004 - September 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Operations, Marketing, Strategy
National Institute of Technology Jamshedpur 2000 — 2004
Bachelors of Engineering, Electronics
DAV College, Chandigarh 1998 — 1999
Dasmesh Public School, Punjab
Pete Steiner Pete Steiner's Bank of America Experience June 2000 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America June 2000 - Present
MBNA America 2000 - 2005
Hercules, Incorporated June 1995 - June 2000
Hercules May 1992 - May 1995
Skills
Integration, Project Management, Mergers, Leadership, Risk Management, Six Sigma, Cross-functional Team..., Process Improvement, Management, Outsourcing, Business Process, Project Planning, Vendor Management, Credit Cards, Mergers & Acquisitions, PMO, Program Management, Team Building, Business Process..., Management Consulting, Change Management, IT Strategy, Business Analysis, Operations Management, SDLC, Business Strategy, Strategic Planning, Banking
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MS, Business
Penn State University 1979 — 1983
BS, Chemical Engineering
Bank of America June 2000 - Present
MBNA America 2000 - 2005
Hercules, Incorporated June 1995 - June 2000
Hercules May 1992 - May 1995
Skills
Integration, Project Management, Mergers, Leadership, Risk Management, Six Sigma, Cross-functional Team..., Process Improvement, Management, Outsourcing, Business Process, Project Planning, Vendor Management, Credit Cards, Mergers & Acquisitions, PMO, Program Management, Team Building, Business Process..., Management Consulting, Change Management, IT Strategy, Business Analysis, Operations Management, SDLC, Business Strategy, Strategic Planning, Banking
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MS, Business
Penn State University 1979 — 1983
BS, Chemical Engineering
Sarah Rizzo Sarah Rizzo's Bank of America Experience July 2013 - Present
Job Vice President, AMRS Business Selection & Conflicts, Global Corporate & Investment Banking, Bank of America
Industry Investment Banking
Experience
Bank of America July 2013 - Present
White & Case October 2009 - July 2013
Fox News Channel May 2007 - August 2007
Federal Reserve Bank of Cleveland May 2003 - September 2004
Skills
Corporate Law, Legal Writing, Legal Research, Securities Regulation, Corporate Governance, International Law, Cross-border..., Westlaw, Due Diligence, Mergers & Acquisitions, Securities, Private Equity
Education
University of Michigan Law School 2006 — 2009
Doctor of Law (J.D.), Law Degree, Cum Laude
Case Western Reserve University 2002 — 2006
Bachelor's degree, Economics, Political Science, International Studies, Magna Cum Laude
London School of Economics and Political Science 2003 — 2004
Economics
Bank of America July 2013 - Present
White & Case October 2009 - July 2013
Fox News Channel May 2007 - August 2007
Federal Reserve Bank of Cleveland May 2003 - September 2004
Skills
Corporate Law, Legal Writing, Legal Research, Securities Regulation, Corporate Governance, International Law, Cross-border..., Westlaw, Due Diligence, Mergers & Acquisitions, Securities, Private Equity
Education
University of Michigan Law School 2006 — 2009
Doctor of Law (J.D.), Law Degree, Cum Laude
Case Western Reserve University 2002 — 2006
Bachelor's degree, Economics, Political Science, International Studies, Magna Cum Laude
London School of Economics and Political Science 2003 — 2004
Economics
Tracy Grooms Tracy Grooms's Bank of America Experience March 2011 - March 2013
Job Undergraduate Director at McColl School of Business at Queens University of Charlotte
Industry Higher Education
Experience
McColl School of Business at Queens University of Charlotte July 2014 - Present
Queens University, McColl School of Business October 2013 - Present
Bank of America March 2011 - March 2013
Bank of America June 2010 - February 2011
Bank of America November 2008 - May 2010
Bank of America January 2008 - October 2008
Bank of America January 2006 - December 2007
Bank of America January 2001 - December 2005
Bank of America November 1983 - December 2000
Skills
Banking, Operational Risk..., Retail Banking, Risk Management, Financial Analysis, Strategic Planning, Financial Services, Loans, Financial Risk, Operational Risk, AML, Mergers, Strategy, Relationship Management, Management, Sales Manageme, Sales Leadersh, Sales Management, Analytics, Leadership, Finance, Mergers & Acquisitions, Vendor Management, University Teaching, Process Improvement
Education
Cass Business School 2015 — 2015
Certification, Higher Education/Higher Education Administration
Queens University of Charlotte 1997 — 1998
EMBA, Business, Management, Marketing, and Related Support Services
University of South Carolina - Darla Moore School of Business
BS, Accounting
McColl School of Business at Queens University of Charlotte July 2014 - Present
Queens University, McColl School of Business October 2013 - Present
Bank of America March 2011 - March 2013
Bank of America June 2010 - February 2011
Bank of America November 2008 - May 2010
Bank of America January 2008 - October 2008
Bank of America January 2006 - December 2007
Bank of America January 2001 - December 2005
Bank of America November 1983 - December 2000
Skills
Banking, Operational Risk..., Retail Banking, Risk Management, Financial Analysis, Strategic Planning, Financial Services, Loans, Financial Risk, Operational Risk, AML, Mergers, Strategy, Relationship Management, Management, Sales Manageme, Sales Leadersh, Sales Management, Analytics, Leadership, Finance, Mergers & Acquisitions, Vendor Management, University Teaching, Process Improvement
Education
Cass Business School 2015 — 2015
Certification, Higher Education/Higher Education Administration
Queens University of Charlotte 1997 — 1998
EMBA, Business, Management, Marketing, and Related Support Services
University of South Carolina - Darla Moore School of Business
BS, Accounting
SAIF NAVEED SAIF NAVEED's Bank of America Experience June 2009 - July 2009
Job Corporate Development and Finance Officer
Industry Telecommunications
Experience
Opterna International January 2012 - Present
The Dow Chemical Company June 2010 - December 2011
Bank of America June 2009 - July 2009
Deutsche Bank January 2008 - September 2008
Ernst & Young (Financial Services Advisory) July 2004 - July 2007
Skills
Financial Modeling, Valuation, Derivatives, Fixed Income, Investment Banking, Equities, Risk Management, Due Diligence, Financial Risk, Credit Risk, Private Equity, Finance, Analysis, Trading Systems, Accounting, Strategic Financial..., Interest Rate..., Bloomberg, Cash Flow, Business Analysis, Financial Markets, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, finance and accounting
University of Southern California - Marshall School of Business 2000 — 2004
BS, finance
Opterna International January 2012 - Present
The Dow Chemical Company June 2010 - December 2011
Bank of America June 2009 - July 2009
Deutsche Bank January 2008 - September 2008
Ernst & Young (Financial Services Advisory) July 2004 - July 2007
Skills
Financial Modeling, Valuation, Derivatives, Fixed Income, Investment Banking, Equities, Risk Management, Due Diligence, Financial Risk, Credit Risk, Private Equity, Finance, Analysis, Trading Systems, Accounting, Strategic Financial..., Interest Rate..., Bloomberg, Cash Flow, Business Analysis, Financial Markets, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, finance and accounting
University of Southern California - Marshall School of Business 2000 — 2004
BS, finance
Taraya Caple Taraya Caple's Bank of America Experience December 2012 - May 2013
Job Mortgage Loan Officer MLO# 1007832 at Bay Equity Home Loans
Industry Financial Services
Experience
Bay Equity, LLC February 2014 - Present
Bay Equity, LLC May 2013 - Present
Bank of America December 2012 - May 2013
Omega Surgical May 2012 - December 2012
JOEY RESTAURANT GROUP April 2009 - June 2012
Nordstrom June 2007 - April 2009
Sam Edelman Shoe August 2006 - June 2007
Skills
Food & Beverage, Restaurant Management, Restaurants, Food, Menu Development, Catering, Food Service, Fine Dining, Banquets, Culinary Skills, Wine, Food Safety, Hospitality, Hospitality Management, Cooking, Micros, Customer Service, Inventory Management, Cuisine, Hotels, Sales, Customer Satisfaction, Event Management, Retail, Training
Education
University of Washington Bothell
Cascade High School
Cascadia Community College
Bay Equity, LLC February 2014 - Present
Bay Equity, LLC May 2013 - Present
Bank of America December 2012 - May 2013
Omega Surgical May 2012 - December 2012
JOEY RESTAURANT GROUP April 2009 - June 2012
Nordstrom June 2007 - April 2009
Sam Edelman Shoe August 2006 - June 2007
Skills
Food & Beverage, Restaurant Management, Restaurants, Food, Menu Development, Catering, Food Service, Fine Dining, Banquets, Culinary Skills, Wine, Food Safety, Hospitality, Hospitality Management, Cooking, Micros, Customer Service, Inventory Management, Cuisine, Hotels, Sales, Customer Satisfaction, Event Management, Retail, Training
Education
University of Washington Bothell
Cascade High School
Cascadia Community College
Sneham Banerjee Sneham Banerjee's Bank of America Experience June 2011 - August 2011
Job Management Consultant at PwC Advisory Services
Industry Management Consulting
Experience
PwC Advisory Services February 2012 - Present
Bank of America June 2011 - August 2011
Federal Home Loan Bank of Pittsburgh November 2009 - August 2010
Wipro Technologies May 2005 - October 2009
Oracle Financial Services Software Ltd August 2002 - April 2005
Education
Carnegie Mellon University - Tepper School of Business
MBA
Jadavpur University
Bachelor of Technology, Instrumentation & Electronics Engineering
University of Calcutta
Bachelor of Science, Physics
PwC Advisory Services February 2012 - Present
Bank of America June 2011 - August 2011
Federal Home Loan Bank of Pittsburgh November 2009 - August 2010
Wipro Technologies May 2005 - October 2009
Oracle Financial Services Software Ltd August 2002 - April 2005
Education
Carnegie Mellon University - Tepper School of Business
MBA
Jadavpur University
Bachelor of Technology, Instrumentation & Electronics Engineering
University of Calcutta
Bachelor of Science, Physics
Andrew Darden's Bank of America Experience 2000 - 2004
Job Informatica Platform Administrator at Duke Energy
Industry Information Technology and Services
Experience
Duke Energy Corporation (Ciber) September 2012 - Present
Wells Fargo, Wholesale Technology Services June 2005 - September 2012
Wachovia Bank June 2005 - January 2009
Bank of America 2000 - 2004
First Union National Bank September 1998 - August 2000
Sunrise Software, Inc. September 1996 - August 1998
USLinks, Inc. February 1996 - September 1996
ICRDA Parts Center (Independent Cash Register Dealers Association) March 1994 - February 1996
Skills
Integration, Process Improvement, Team Building, Visio, Business Analysis, Strategic Planning, Team Leadership, System Administration, Long-term Customer..., Windows Server, IT Management, ITIL, Windows, Disaster Recovery, Business Continuity..., Technology Integration, System Integration..., Change Management, Audio Engineering, Video Editing, Video Conferencing, Video Production, Videography, Digital Video, Home Theater, Home Theater Design, Disney Vacations, Vacation Planning, Family Vacations, Linux, Data Warehousing, Leadership, Microsoft SQL Server, Information Technology, SDLC, Web Services
Education
Informatica Software Vender Training Courses 2006 — 2012
ETL Platform Administrator, ETL Administrator
Serena Software Vender Training Courses 2002 — 2004
Change Management Administrator, Change Lifecycle Automation
Bank of America, Technology Training Center 2000 — 2001
UNIX and Windows Server Training, Server Operating Systems
First Union National Bank, First University 1997 — 1997
Microsoft FrontPage Training, HTML Development
Central Piedmont Community College 1987 — 1988
Audio Engineering, Audio Recording Engineering and Studio Production
Central Piedmont Community College 1986 — 1988
Computer Operations, IBM Personal Computers, IBM Main Frames and DOS
Carolina School of Broadcasting 1985 — 1986
Broadcast, Sales, & Administration, Radio and Television Business Administration.
Duke Energy Corporation (Ciber) September 2012 - Present
Wells Fargo, Wholesale Technology Services June 2005 - September 2012
Wachovia Bank June 2005 - January 2009
Bank of America 2000 - 2004
First Union National Bank September 1998 - August 2000
Sunrise Software, Inc. September 1996 - August 1998
USLinks, Inc. February 1996 - September 1996
ICRDA Parts Center (Independent Cash Register Dealers Association) March 1994 - February 1996
Skills
Integration, Process Improvement, Team Building, Visio, Business Analysis, Strategic Planning, Team Leadership, System Administration, Long-term Customer..., Windows Server, IT Management, ITIL, Windows, Disaster Recovery, Business Continuity..., Technology Integration, System Integration..., Change Management, Audio Engineering, Video Editing, Video Conferencing, Video Production, Videography, Digital Video, Home Theater, Home Theater Design, Disney Vacations, Vacation Planning, Family Vacations, Linux, Data Warehousing, Leadership, Microsoft SQL Server, Information Technology, SDLC, Web Services
Education
Informatica Software Vender Training Courses 2006 — 2012
ETL Platform Administrator, ETL Administrator
Serena Software Vender Training Courses 2002 — 2004
Change Management Administrator, Change Lifecycle Automation
Bank of America, Technology Training Center 2000 — 2001
UNIX and Windows Server Training, Server Operating Systems
First Union National Bank, First University 1997 — 1997
Microsoft FrontPage Training, HTML Development
Central Piedmont Community College 1987 — 1988
Audio Engineering, Audio Recording Engineering and Studio Production
Central Piedmont Community College 1986 — 1988
Computer Operations, IBM Personal Computers, IBM Main Frames and DOS
Carolina School of Broadcasting 1985 — 1986
Broadcast, Sales, & Administration, Radio and Television Business Administration.
Roberta Valenzuela Roberta Valenzuela's Bank of America Experience January 2001 - July 2003
Job Medical Assistant
Industry Hospital & Health Care
Experience
Currently Unemployed August 2012 - September 2012
AZ Pain & Rehabilitation April 2012 - August 2012
Walmart May 2009 - December 2009
ABC Co July 2003 - August 2008
Bank of America January 2001 - July 2003
Skills
Appointment Scheduling, Customer Service, Check patients in/out, Prior Authorization, Answering Phones, Record Medical History, Take Vitals, EMR, Medical Records, Collect Co-Pays
Education
Carrington College-Phoenix 2011 — 2012
Associate's degree, Medical/Clinical Assistant, 3.00
Carrington College
Currently Unemployed August 2012 - September 2012
AZ Pain & Rehabilitation April 2012 - August 2012
Walmart May 2009 - December 2009
ABC Co July 2003 - August 2008
Bank of America January 2001 - July 2003
Skills
Appointment Scheduling, Customer Service, Check patients in/out, Prior Authorization, Answering Phones, Record Medical History, Take Vitals, EMR, Medical Records, Collect Co-Pays
Education
Carrington College-Phoenix 2011 — 2012
Associate's degree, Medical/Clinical Assistant, 3.00
Carrington College
Scott Schmidt Scott Schmidt's Bank of America Experience October 2007 - December 2008
Job
Industry Financial Services
Experience
Baxter Credit Union January 2009 - Present
Bank of America October 2007 - December 2008
LaSalle Bank October 2000 - October 2007
Cole Taylor Bank August 1994 - October 2000
Trustmark Insurance Company June 1992 - August 1994
Skills
Strategic Thinking, E-commerce, Communicator, Internet Banking, Integrated Marketing, Strategic Planning, Leadership, Online Advertising, Management, Banking, Financial Services, Marketing Communications, Strategy, CRM, Marketing, Online Marketing, Process Improvement, Creative Direction, Marketing Strategy, Retail, Business Strategy, Cross-functional Team..., Analytics, Customer Experience, Analysis, Mergers & Acquisitions, Vendor Management, Finance, Executive Management, Business Development, Direct Marketing, Consumer Lending, Product Management
Education
Roosevelt University 1995 — 1998
M.S., Integrated Marketing Communications
Carthage College 1990 — 1992
B.S., Marketing Communications and Business Administration
Northern Illinois University 1987 — 1989
Marketing Communications
Baxter Credit Union January 2009 - Present
Bank of America October 2007 - December 2008
LaSalle Bank October 2000 - October 2007
Cole Taylor Bank August 1994 - October 2000
Trustmark Insurance Company June 1992 - August 1994
Skills
Strategic Thinking, E-commerce, Communicator, Internet Banking, Integrated Marketing, Strategic Planning, Leadership, Online Advertising, Management, Banking, Financial Services, Marketing Communications, Strategy, CRM, Marketing, Online Marketing, Process Improvement, Creative Direction, Marketing Strategy, Retail, Business Strategy, Cross-functional Team..., Analytics, Customer Experience, Analysis, Mergers & Acquisitions, Vendor Management, Finance, Executive Management, Business Development, Direct Marketing, Consumer Lending, Product Management
Education
Roosevelt University 1995 — 1998
M.S., Integrated Marketing Communications
Carthage College 1990 — 1992
B.S., Marketing Communications and Business Administration
Northern Illinois University 1987 — 1989
Marketing Communications
H. Joel Goldsmith, MBA H. Joel Goldsmith, MBA's Bank of America Experience September 1994 - March 1998
Job Associate Director at EY
Industry Financial Services
Experience
EY July 2015 - Present
EY July 2010 - Present
Joel Goldsmith June 2003 - June 2010
US Trust - Private Wealth Management March 2000 - March 2003
Wells Fargo March 1998 - March 2000
Bank of America September 1994 - March 1998
PNC Financial Services Group June 1988 - July 1994
Skills
Financial Services, Banking, Business Development, Relationship Management, Asset Managment, Credit, Sales, Investment Management, Entrepreneurship, Marketing, Negotiation, Customer Service, Leadership, CRM, Asset Management, Film Actor, People-oriented
Education
John Carroll University 1991 — 1993
MBA, Business Administration
Case Western Reserve University 1990 — 1991
MBA, Business Administration
Marietta College 1984 — 1988
BA, Economics & Psychology
Cannon Financial Institute
Trust and Estate Administration
EY July 2015 - Present
EY July 2010 - Present
Joel Goldsmith June 2003 - June 2010
US Trust - Private Wealth Management March 2000 - March 2003
Wells Fargo March 1998 - March 2000
Bank of America September 1994 - March 1998
PNC Financial Services Group June 1988 - July 1994
Skills
Financial Services, Banking, Business Development, Relationship Management, Asset Managment, Credit, Sales, Investment Management, Entrepreneurship, Marketing, Negotiation, Customer Service, Leadership, CRM, Asset Management, Film Actor, People-oriented
Education
John Carroll University 1991 — 1993
MBA, Business Administration
Case Western Reserve University 1990 — 1991
MBA, Business Administration
Marietta College 1984 — 1988
BA, Economics & Psychology
Cannon Financial Institute
Trust and Estate Administration
Craig Newmark Craig Newmark's Bank of America Experience September 1995 - June 1996
Job Founder at craigconnects and craigslist
Industry Online Media
Experience
U.S. Department of Veterans Affairs 2013 - Present
craigconnects March 2011 - Present
craigslist March 1995 - Present
craigslist April 1999 - January 2000
Encanto Networks May 1997 - January 1998
ISL Consulting November 1996 - April 1997
JustInTime Solutions November 1996 - February 1997
Bank of America September 1995 - June 1996
Encanto Networks 1996 - 1996
Charles Schwab and Co January 1993 - January 1995
Skills
Customer Service, Philanthropy, Social Media Marketing, Social Networking, Social Media, Blogging, New Media, SEO, Online Advertising, Web Analytics, World Class Customer..., Facebook, Wordpress, Email Marketing, E-commerce, HTML, Copywriting, Online Marketing, Advertising, Digital Media, Perl, SEM, JavaScript, Web 2.0
Education
Case Western Reserve University 1971 — 1977
M. S, Computer Science
Case Western Reserve University 1971 — 1977
B. S, Undergraduate Scholars
U.S. Department of Veterans Affairs 2013 - Present
craigconnects March 2011 - Present
craigslist March 1995 - Present
craigslist April 1999 - January 2000
Encanto Networks May 1997 - January 1998
ISL Consulting November 1996 - April 1997
JustInTime Solutions November 1996 - February 1997
Bank of America September 1995 - June 1996
Encanto Networks 1996 - 1996
Charles Schwab and Co January 1993 - January 1995
Skills
Customer Service, Philanthropy, Social Media Marketing, Social Networking, Social Media, Blogging, New Media, SEO, Online Advertising, Web Analytics, World Class Customer..., Facebook, Wordpress, Email Marketing, E-commerce, HTML, Copywriting, Online Marketing, Advertising, Digital Media, Perl, SEM, JavaScript, Web 2.0
Education
Case Western Reserve University 1971 — 1977
M. S, Computer Science
Case Western Reserve University 1971 — 1977
B. S, Undergraduate Scholars
LaKysha Staton LaKysha Staton's Bank of America Experience 2011 - September 2015
Job Freelance Camera Operator
Industry Media Production
Experience
Independent June 1999 - Present
Bank of America 2011 - September 2015
Skills
Banking, Commercial Banking, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Time Management, Editing, Budgets, Project Management, Event Management, Event Planning, Outlook, Training, PowerPoint
Education
Carolina School of Broadcasting
Radio and Television Broadcasting Technology/Technician
Independent June 1999 - Present
Bank of America 2011 - September 2015
Skills
Banking, Commercial Banking, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Time Management, Editing, Budgets, Project Management, Event Management, Event Planning, Outlook, Training, PowerPoint
Education
Carolina School of Broadcasting
Radio and Television Broadcasting Technology/Technician
Sara Corrine Thompson Sara Corrine Thompson's Bank of America Experience September 2011 - March 2012
Job Dental Assistant
Industry Hospital & Health Care
Experience
Dr. Dale D. Lentz Oral and Maxillofacial Surgery 2014 - 2015
Victoria's Secret June 2010 - May 2014
Bank of America September 2011 - March 2012
Skills
Dentistry, Oral Surgery, Customer Service, Microsoft Word, Healthcare, CPR Certified, Microsoft Excel, Surgery, Hospitals, Clinical Research
Education
Carrington College-Mesa 2014 — 2015
Certified Dental Assistant, Dental Assisting
Northern Arizona University
Dr. Dale D. Lentz Oral and Maxillofacial Surgery 2014 - 2015
Victoria's Secret June 2010 - May 2014
Bank of America September 2011 - March 2012
Skills
Dentistry, Oral Surgery, Customer Service, Microsoft Word, Healthcare, CPR Certified, Microsoft Excel, Surgery, Hospitals, Clinical Research
Education
Carrington College-Mesa 2014 — 2015
Certified Dental Assistant, Dental Assisting
Northern Arizona University
Vladimir Valenta's Bank of America Experience February 2003 - May 2007
Job Senior Director, Asset Allocation and Quantitative Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF May 2012 - Present
Round Table Investment Management Company June 2007 - May 2012
Bank of America February 2003 - May 2007
Retek (now Oracle Retail) August 1997 - February 2003
Iterated Systems Inc. February 1997 - August 1997
Skills
Quantitative Finance, Risk Management, Derivatives, Portfolio Optimization, Computer Science, MBS, Credit Risk, Asset Allocation, C++, Hedge Funds, Bloomberg, Fixed Income, Equities, Credit Derivatives, Asset Management, Capital Markets, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Math Certificate, Computational Finance
Georgia Institute of Technology 2003 — 2004
Mathematical Finance
University of South Carolina-Columbia 1994 — 1997
Ph.D., Computer Science
Charles University in Prague 1988 — 1993
MS, Computer Science
TIAA-CREF May 2012 - Present
Round Table Investment Management Company June 2007 - May 2012
Bank of America February 2003 - May 2007
Retek (now Oracle Retail) August 1997 - February 2003
Iterated Systems Inc. February 1997 - August 1997
Skills
Quantitative Finance, Risk Management, Derivatives, Portfolio Optimization, Computer Science, MBS, Credit Risk, Asset Allocation, C++, Hedge Funds, Bloomberg, Fixed Income, Equities, Credit Derivatives, Asset Management, Capital Markets, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Math Certificate, Computational Finance
Georgia Institute of Technology 2003 — 2004
Mathematical Finance
University of South Carolina-Columbia 1994 — 1997
Ph.D., Computer Science
Charles University in Prague 1988 — 1993
MS, Computer Science
Andrew Kasten's Bank of America Experience August 2014 - Present
Job Compliance / Legal Review
Industry Legal Services
Experience
Bank of America August 2014 - Present
Bank of America March 2013 - Present
Contract attorney January 2008 - March 2013
U.S. Small Business Administration June 2006 - December 2007
Skills
Legal Writing, Legal Research, Acting, Theatre, Mortgage Lending, Residential Mortgages, Risk Assessment, Compliance, Operational Risk...
Education
Case Western Reserve University School of Law 1997 — 2000
JD, Law
The University of Texas at Austin 1991 — 1995
Communications and Liberal Arts degrees, Honors Communications; Government
Bank of America August 2014 - Present
Bank of America March 2013 - Present
Contract attorney January 2008 - March 2013
U.S. Small Business Administration June 2006 - December 2007
Skills
Legal Writing, Legal Research, Acting, Theatre, Mortgage Lending, Residential Mortgages, Risk Assessment, Compliance, Operational Risk...
Education
Case Western Reserve University School of Law 1997 — 2000
JD, Law
The University of Texas at Austin 1991 — 1995
Communications and Liberal Arts degrees, Honors Communications; Government
Traci Donovan Traci Donovan's Bank of America Experience May 2012 - November 2014
Job
Industry Law Practice
Experience
Bank of America May 2012 - November 2014
Jones Day October 2006 - May 2012
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (JD)
National University of Ireland, Galway 2000 — 2001
Master of Laws (LLM), International Human Rights
Case Western Reserve University 1997 — 2000
B.A., Political Science
Bank of America May 2012 - November 2014
Jones Day October 2006 - May 2012
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (JD)
National University of Ireland, Galway 2000 — 2001
Master of Laws (LLM), International Human Rights
Case Western Reserve University 1997 — 2000
B.A., Political Science
Annette Coppa Annette Coppa's Bank of America Experience March 2009 - August 2010
Job Receptionist/HR/Admin Asst
Industry Oil & Energy
Experience
Adecco/Temping at A&W Water Service November 2014 - February 2015
GE Capital June 2011 - January 2013
Bank of America March 2009 - August 2010
Wells Fargo Home Mortgage August 2003 - March 2009
Skills
Mortgage Lending, Account Executives, Refinance, FHA, Investment Properties, Mortgage Banking, Receptionist Duties, Administrative..., Customer Service, Data Entry, Residential Mortgages, Underwriting, Residential Homes, Microsoft Word, Finance, Microsoft Office, First Time Home Buyers
Education
Casper College
Associate of Science (AS), Early Childhood Education and Teaching
Casper 2013 — 2013
GED
Adecco/Temping at A&W Water Service November 2014 - February 2015
GE Capital June 2011 - January 2013
Bank of America March 2009 - August 2010
Wells Fargo Home Mortgage August 2003 - March 2009
Skills
Mortgage Lending, Account Executives, Refinance, FHA, Investment Properties, Mortgage Banking, Receptionist Duties, Administrative..., Customer Service, Data Entry, Residential Mortgages, Underwriting, Residential Homes, Microsoft Word, Finance, Microsoft Office, First Time Home Buyers
Education
Casper College
Associate of Science (AS), Early Childhood Education and Teaching
Casper 2013 — 2013
GED
Shahrzad Kojouri, Esq. Shahrzad Kojouri, Esq.'s Bank of America Experience April 2002 - March 2005
Job Director Compliance Testing at New Penn Financial, LLC
Industry Legal Services
Experience
New Penn Financial, LLC September 2015 - Present
Montgomery County Arbitration April 2015 - Present
Hagar April 2014 - October 2014
International Justice Mission June 2013 - October 2014
New Penn Financial, LLC July 2011 - June 2013
New Penn Financial, LLC November 2009 - July 2011
Milton A. Kramer Law Clinic August 2008 - May 2009
University Hospitals of Cleveland May 2008 - March 2009
Airgas, Inc. March 2005 - August 2006
Bank of America April 2002 - March 2005
Skills
Ethics, Governance, Banking, Corporate Law, Securities, Legal Writing, Legal Assistance, Corporate Governance, Licensing, Securities Regulation, Employment Law, Policy, Finance, Commercial Litigation, Management, Trademarks, Privacy Law, Mortgage Lending, Legal Research, Civil Litigation, Litigation, Due Diligence, Westlaw, Bankruptcy, Mediation, Mergers & Acquisitions, Administrative Law, Arbitration, Legal Issues, Litigation Management, Banking Law, Lexis, Legal Compliance, Intellectual Property, Trials, International Law
Education
Case Western Reserve University School of Law 2007 — 2009
J.D., Cum Laude
Widener University School of Law 2006 — 2007
Law
Rosemont College 1999 — 2001
B.S., Int'l Business & Marketing w/ Minor -Theology
New Penn Financial, LLC September 2015 - Present
Montgomery County Arbitration April 2015 - Present
Hagar April 2014 - October 2014
International Justice Mission June 2013 - October 2014
New Penn Financial, LLC July 2011 - June 2013
New Penn Financial, LLC November 2009 - July 2011
Milton A. Kramer Law Clinic August 2008 - May 2009
University Hospitals of Cleveland May 2008 - March 2009
Airgas, Inc. March 2005 - August 2006
Bank of America April 2002 - March 2005
Skills
Ethics, Governance, Banking, Corporate Law, Securities, Legal Writing, Legal Assistance, Corporate Governance, Licensing, Securities Regulation, Employment Law, Policy, Finance, Commercial Litigation, Management, Trademarks, Privacy Law, Mortgage Lending, Legal Research, Civil Litigation, Litigation, Due Diligence, Westlaw, Bankruptcy, Mediation, Mergers & Acquisitions, Administrative Law, Arbitration, Legal Issues, Litigation Management, Banking Law, Lexis, Legal Compliance, Intellectual Property, Trials, International Law
Education
Case Western Reserve University School of Law 2007 — 2009
J.D., Cum Laude
Widener University School of Law 2006 — 2007
Law
Rosemont College 1999 — 2001
B.S., Int'l Business & Marketing w/ Minor -Theology
Justin Francisco's Bank of America Experience October 2008 - March 2013
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
naida yasub's Bank of America Experience May 2015 - Present
Job Bank Teller at Bank of America
Industry Marketing and Advertising
Experience
Safeway June 2015 - Present
Bank of America May 2015 - Present
Seattle Central College July 2014 - Present
Macy's July 2014 - June 2015
Jack in the Box October 2013 - November 2014
University of Washington Tacoma Key Bank Professional Development June 2012 - August 2012
Zong CMPAK May 2009 - July 2011
ABN AMRO Bank Islamabad July 2007 - August 2009
Aga Khan Rural Support Programme 2001 - 2002
Human Rights Commission of Pakistan 1999 - 2001
Skills
Customer Service, Customer Relations, Marketing Strategy, Problem Solving, Team Leadership, Business Communications, Customer Satisfaction, Marketing Communications, Market Research, Social Media Marketing, Telecommunications, creative sales, Global Business..., Marketing, Project Planning, Training, Microsoft Excel, Team Building, Business Strategy, Microsoft Office, International Sales, Leadership, Management, Research, Teamwork, Time Management, Data Analysis, Strategy, Event Management
Education
Seattle Central Community College 2014 — 2016
Associate's Degree, Business, Management, Marketing, and Related Support Services
Pierce College at Fort Steilacoom 2011 — 2012
Marketing,Customer Relationship Management, business Management
Cascadia Community College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Army Public School Jutial Gilgit 2006 — 2009
Bachelor, Socialogy, Economics and Mass Communication
Safeway June 2015 - Present
Bank of America May 2015 - Present
Seattle Central College July 2014 - Present
Macy's July 2014 - June 2015
Jack in the Box October 2013 - November 2014
University of Washington Tacoma Key Bank Professional Development June 2012 - August 2012
Zong CMPAK May 2009 - July 2011
ABN AMRO Bank Islamabad July 2007 - August 2009
Aga Khan Rural Support Programme 2001 - 2002
Human Rights Commission of Pakistan 1999 - 2001
Skills
Customer Service, Customer Relations, Marketing Strategy, Problem Solving, Team Leadership, Business Communications, Customer Satisfaction, Marketing Communications, Market Research, Social Media Marketing, Telecommunications, creative sales, Global Business..., Marketing, Project Planning, Training, Microsoft Excel, Team Building, Business Strategy, Microsoft Office, International Sales, Leadership, Management, Research, Teamwork, Time Management, Data Analysis, Strategy, Event Management
Education
Seattle Central Community College 2014 — 2016
Associate's Degree, Business, Management, Marketing, and Related Support Services
Pierce College at Fort Steilacoom 2011 — 2012
Marketing,Customer Relationship Management, business Management
Cascadia Community College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Army Public School Jutial Gilgit 2006 — 2009
Bachelor, Socialogy, Economics and Mass Communication
Roxanne Ash Roxanne Ash's Bank of America Experience March 2004 - December 2004
Job Executive Creative Director at ReMArk Organizations LLC
Industry Banking
Experience
ReMArk Organizations LLC June 2013 - Present
US Bank June 2011 - June 2013
JP Morgan and Chase December 2004 - May 2005
Bank of America March 2004 - December 2004
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Consumer Lending, Customer Service, Cross Selling, Small Business Lending
Education
Case Western Reserve University 2015 — 2016
Bachelor's Degree, Small Business Administration/Management
Cuyahoga Community College 2014 — 2015
Associate's Degree, Creative Writing/Liberal Arts
ReMArk Organizations LLC June 2013 - Present
US Bank June 2011 - June 2013
JP Morgan and Chase December 2004 - May 2005
Bank of America March 2004 - December 2004
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Consumer Lending, Customer Service, Cross Selling, Small Business Lending
Education
Case Western Reserve University 2015 — 2016
Bachelor's Degree, Small Business Administration/Management
Cuyahoga Community College 2014 — 2015
Associate's Degree, Creative Writing/Liberal Arts
Ashland Stokes Ashland Stokes's Bank of America Experience February 2012 - January 2013
Job Personal Banker at Huntington National Bank
Industry Banking
Experience
Huntington National Bank January 2013 - Present
Bank of America February 2012 - January 2013
Bank of America March 2009 - February 2012
Bank of America December 2010 - December 2011
Skills
Banking, Financial Analysis, Loans, Risk Management, Financial Risk, Cash Management, Financial Modeling, Retail Banking, Mortgage Lending, Commercial Banking, Operational Risk, Corporate Finance, Operational Risk..., Finance
Education
Case Western Reserve University 2008 — 2009
Business
Huntington National Bank January 2013 - Present
Bank of America February 2012 - January 2013
Bank of America March 2009 - February 2012
Bank of America December 2010 - December 2011
Skills
Banking, Financial Analysis, Loans, Risk Management, Financial Risk, Cash Management, Financial Modeling, Retail Banking, Mortgage Lending, Commercial Banking, Operational Risk, Corporate Finance, Operational Risk..., Finance
Education
Case Western Reserve University 2008 — 2009
Business
Jim Haugen Jim Haugen's Bank of America Experience 2003 - 2008
Job Leading Operational Excellence Lean MBB Deployment with Innovation, DFSS. Hoshin Strategy, Culture of CI
Industry Management Consulting
Experience
General Motors May 2015 - Present
FCA - North America December 2012 - April 2015
Abbott Diagnostic medical device company March 2008 - December 2012
Bank of America 2003 - 2008
Ford Motor Company October 2001 - January 2003
Ford Motor Company 1989 - 2003
Skills
Six Sigma, Lean Manufacturing, CQE, Strategy, DFSS, Process Improvement, Manufacturing, Product Development, Automotive, Black Belt, DMAIC, Process Excellence, Operational Excellence, Value Stream Mapping, TQM, Minitab, Kaizen, Root Cause Analysis, Green Belt, Continuous Improvement, Change Management, Process Engineering, Supply Chain, Performance Improvement, Program Management, Quality Management, Business Process..., Quality System, Business Process, PMO, Management, Cross-functional Team..., Leadership, Project Management, Engineering, SPC, FMEA, 5S, Business Process Mapping, Supply Chain Management, Metrics, Quality Assurance, Strategic Planning, Operations Management, Problem Solving, Manufacturing..., TPM, Training, Manufacturing..., Consulting
Education
Case Western Reserve 1991 — 1994
MBA, Finance
Lawrence Technological University
BS Mechanical Engineering, Materials and Manufacturing
General Motors May 2015 - Present
FCA - North America December 2012 - April 2015
Abbott Diagnostic medical device company March 2008 - December 2012
Bank of America 2003 - 2008
Ford Motor Company October 2001 - January 2003
Ford Motor Company 1989 - 2003
Skills
Six Sigma, Lean Manufacturing, CQE, Strategy, DFSS, Process Improvement, Manufacturing, Product Development, Automotive, Black Belt, DMAIC, Process Excellence, Operational Excellence, Value Stream Mapping, TQM, Minitab, Kaizen, Root Cause Analysis, Green Belt, Continuous Improvement, Change Management, Process Engineering, Supply Chain, Performance Improvement, Program Management, Quality Management, Business Process..., Quality System, Business Process, PMO, Management, Cross-functional Team..., Leadership, Project Management, Engineering, SPC, FMEA, 5S, Business Process Mapping, Supply Chain Management, Metrics, Quality Assurance, Strategic Planning, Operations Management, Problem Solving, Manufacturing..., TPM, Training, Manufacturing..., Consulting
Education
Case Western Reserve 1991 — 1994
MBA, Finance
Lawrence Technological University
BS Mechanical Engineering, Materials and Manufacturing
LaTasha Jules LaTasha Jules's Bank of America Experience October 2010 - October 2012
Job Office Engineer SGI Construction Management
Industry Education Management
Experience
SGI Construction Management (SGI) December 2013 - Present
Bank of America October 2010 - October 2012
Washington Mutual Card Services November 1998 - March 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Outlook, Call Centers, Credit Cards, Data Entry, Microsoft Word, Banking, Customer Satisfaction, Team Building, Coaching, Event Planning, Budgets
Education
Contra Costa College 2010 — 2013
Early Childhood Education and Teaching
Carrington College California-San Leandro 1996 — 1998
Medical Assistant Certificate, Medical/Clinical Assistant
Merritt College
SGI Construction Management (SGI) December 2013 - Present
Bank of America October 2010 - October 2012
Washington Mutual Card Services November 1998 - March 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Outlook, Call Centers, Credit Cards, Data Entry, Microsoft Word, Banking, Customer Satisfaction, Team Building, Coaching, Event Planning, Budgets
Education
Contra Costa College 2010 — 2013
Early Childhood Education and Teaching
Carrington College California-San Leandro 1996 — 1998
Medical Assistant Certificate, Medical/Clinical Assistant
Merritt College
Keith Elflein Keith Elflein's Bank of America Experience 2006 - 2007
Job Senior Portfolio Manager at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC August 2013 - Present
Silver Bridge July 2007 - August 2013
Bank of America 2006 - 2007
US Navy 1999 - 2003
Skills
Portfolio Management, Asset Allocation, Equities, Financial Modeling, Analysis, Investments, Strategy, Bloomberg, Mutual Funds, Wealth Management
Education
University of Rhode Island - College of Business Administration
MBA, Finance
Case Western Reserve University 1992 — 1997
BS, Chemical Engineering
Boston Private Wealth LLC August 2013 - Present
Silver Bridge July 2007 - August 2013
Bank of America 2006 - 2007
US Navy 1999 - 2003
Skills
Portfolio Management, Asset Allocation, Equities, Financial Modeling, Analysis, Investments, Strategy, Bloomberg, Mutual Funds, Wealth Management
Education
University of Rhode Island - College of Business Administration
MBA, Finance
Case Western Reserve University 1992 — 1997
BS, Chemical Engineering
Anthony Campomizzi Anthony Campomizzi's Bank of America Experience November 2004 - September 2005
Job Operations and Workforce Manager at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank March 2014 - Present
KeyBank September 2011 - February 2014
KeyBank January 2007 - September 2011
Bank of America (formerly MBNA) September 2005 - January 2007
Bank of America November 2004 - September 2005
Bank of America January 2000 - November 2004
Skills
Forecasting, Business Intelligence, Process Improvement, Banking, Call Center, SAS, Executive Reporting, Performance Dashboards, Business Analytics, Business Requirements, Channel Optimization, Access, Call Centers, Leadership, Strategy, Analysis, Analytics, Business Analysis, Data Analysis, Customer Experience, Business Process..., Visio
Education
Cleveland State University 1996 — 1999
BBA, Operations Management
Case Western Reserve University 1992 — 1995
Engineering Coursework
Valley Forge HS 1988 — 1992
FirstMerit Bank March 2014 - Present
KeyBank September 2011 - February 2014
KeyBank January 2007 - September 2011
Bank of America (formerly MBNA) September 2005 - January 2007
Bank of America November 2004 - September 2005
Bank of America January 2000 - November 2004
Skills
Forecasting, Business Intelligence, Process Improvement, Banking, Call Center, SAS, Executive Reporting, Performance Dashboards, Business Analytics, Business Requirements, Channel Optimization, Access, Call Centers, Leadership, Strategy, Analysis, Analytics, Business Analysis, Data Analysis, Customer Experience, Business Process..., Visio
Education
Cleveland State University 1996 — 1999
BBA, Operations Management
Case Western Reserve University 1992 — 1995
Engineering Coursework
Valley Forge HS 1988 — 1992
Jooho Yu Jooho Yu's Bank of America Experience June 2010 - August 2010
Job SPX Trader's Assistant at Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company July 2013 - Present
Chicago Trading Company June 2012 - August 2012
Infinium Capital Management June 2011 - August 2011
Bank of America June 2010 - August 2010
Skills
R, Microsoft Excel, VBA, SQL, C, Market Making, Options, Electronic Trading, Trading Systems, Trading, Trading Strategies, Proprietary Trading, Derivatives, Commodity, Fixed Income, Hedging, Bloomberg, Arbitrage, Equities
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
B.S., Business Adminstration
Chicago Trading Company July 2013 - Present
Chicago Trading Company June 2012 - August 2012
Infinium Capital Management June 2011 - August 2011
Bank of America June 2010 - August 2010
Skills
R, Microsoft Excel, VBA, SQL, C, Market Making, Options, Electronic Trading, Trading Systems, Trading, Trading Strategies, Proprietary Trading, Derivatives, Commodity, Fixed Income, Hedging, Bloomberg, Arbitrage, Equities
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
B.S., Business Adminstration
Bob Dudlext, CSM CSPO Bob Dudlext, CSM CSPO's Bank of America Experience May 2013 - January 2014
Job Certified Scrum Master & Certified Scrum Product Owner looking to join a company that wants to be truly Agile!
Industry Computer Software
Experience
Bank of America May 2013 - January 2014
Tire Intelligence LLC October 2012 - April 2013
MeetingMatrix International May 1999 - June 2012
MeetingMatrix International May 1999 - January 2011
Skills
Certified Scrum Master..., Certified Scrum Product..., Hotels, Hospitality, Team Building, Event Management, Team Leadership, Training, Project Planning, Strategic Planning, Project Management, Event Planning, Customer Service, Management, CRM, Contract Negotiation, Budgets, Leadership, Project Coordination, Marketing, Coaching, Meeting Planning, Sales, Restaurants, Social Networking, New Business Development, Customer Satisfaction, Public Speaking, Sales Management, Analysis, Corporate Events, Microsoft Office, Agile Methodologies, Time Management, Enterprise Software, Business Strategy, Process Improvement, Salesforce.com, Marketing Communications
Education
Carroll Community College 1987 — 1989
Business Administration, Management and Operations
Bank of America May 2013 - January 2014
Tire Intelligence LLC October 2012 - April 2013
MeetingMatrix International May 1999 - June 2012
MeetingMatrix International May 1999 - January 2011
Skills
Certified Scrum Master..., Certified Scrum Product..., Hotels, Hospitality, Team Building, Event Management, Team Leadership, Training, Project Planning, Strategic Planning, Project Management, Event Planning, Customer Service, Management, CRM, Contract Negotiation, Budgets, Leadership, Project Coordination, Marketing, Coaching, Meeting Planning, Sales, Restaurants, Social Networking, New Business Development, Customer Satisfaction, Public Speaking, Sales Management, Analysis, Corporate Events, Microsoft Office, Agile Methodologies, Time Management, Enterprise Software, Business Strategy, Process Improvement, Salesforce.com, Marketing Communications
Education
Carroll Community College 1987 — 1989
Business Administration, Management and Operations
Krithika Viswanathan Krithika Viswanathan's Bank of America Experience June 2010 - August 2010
Job Market Strategy and Planning Director at Procter and Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 2013 - Present
Procter & Gamble June 2011 - Present
Bank of America June 2010 - August 2010
Skills
Business Development, Data Analysis, Project Management, Microsoft Office, Analysis, PowerPoint, Business Analysis, Leadership, Market Research, Business Strategy, Go-to-market Strategy, Sales Management, Account Management
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration, Concentration: Marketing
Procter & Gamble August 2013 - Present
Procter & Gamble June 2011 - Present
Bank of America June 2010 - August 2010
Skills
Business Development, Data Analysis, Project Management, Microsoft Office, Analysis, PowerPoint, Business Analysis, Leadership, Market Research, Business Strategy, Go-to-market Strategy, Sales Management, Account Management
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration, Concentration: Marketing
Don Moody Don Moody's Bank of America Experience June 1990 - August 2005
Job Vice President at Harris Connect
Industry Publishing
Experience
Harris Connect August 2012 - Present
Harris Connect April 2009 - August 2012
Harris Connect January 2007 - April 2009
Harris Connect February 2005 - January 2007
Bank of America June 1990 - August 2005
Skills
Salesforce.com, Call Center..., Call Center Workforce..., Operations Management, Six Sigma, Project Management, Technical Support, Data Services, Process Improvement, Direct Marketing..., Collections, Credit Card Transaction..., Credit Card Fraud, Development & delivery..., Social Media, Leadership, Call Centers, Team Building, Account Management, CRM, Customer Service, Training, SaaS, Management, Databases, Email Marketing, Sales, Program Management, Marketing
Education
Carson-Newman University 1979 — 1983
BS, Management and Data Processing
Harris Connect August 2012 - Present
Harris Connect April 2009 - August 2012
Harris Connect January 2007 - April 2009
Harris Connect February 2005 - January 2007
Bank of America June 1990 - August 2005
Skills
Salesforce.com, Call Center..., Call Center Workforce..., Operations Management, Six Sigma, Project Management, Technical Support, Data Services, Process Improvement, Direct Marketing..., Collections, Credit Card Transaction..., Credit Card Fraud, Development & delivery..., Social Media, Leadership, Call Centers, Team Building, Account Management, CRM, Customer Service, Training, SaaS, Management, Databases, Email Marketing, Sales, Program Management, Marketing
Education
Carson-Newman University 1979 — 1983
BS, Management and Data Processing
Richard Sarian Richard Sarian's Bank of America Experience 1995 - 2002
Job Art Director at Cleveland Institute of Art
Industry Museums and Institutions
Experience
Cleveland Institute of Art 2011 - Present
Cleveland Artists Foundation 2005 - 2008
SPACES gallery 1988 - 2006
BrandMuscle 2002 - 2004
Bank of America 1995 - 2002
Ohio University 1993 - 1995
Certus International 1988 - 1990
Cleveland Museum of Art 1986 - 1989
Skills
Adobe Creative Suite, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Acrobat, Dreamweaver, Creative Direction, Advertising, Photography, Event Planning, Web Design, Concept Development, Brand Development, Art, Interaction Design, Illustration, Art Direction, User Interface Design, Animation, Marketing, Visual Communication, Marketing Communications, Logo Design, Corporate Identity, Concept Design, Graphics, Digital Illustration, Storyboarding
Education
Cuyahoga Community College 2006 — 2009
n/a, sciences
Case Western Reserve University 2004 — 2005
n/a, appreciative inquiry
Cleveland Institute of Art 1981 — 1986
BFA, Design
Cleveland Institute of Art 2011 - Present
Cleveland Artists Foundation 2005 - 2008
SPACES gallery 1988 - 2006
BrandMuscle 2002 - 2004
Bank of America 1995 - 2002
Ohio University 1993 - 1995
Certus International 1988 - 1990
Cleveland Museum of Art 1986 - 1989
Skills
Adobe Creative Suite, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Acrobat, Dreamweaver, Creative Direction, Advertising, Photography, Event Planning, Web Design, Concept Development, Brand Development, Art, Interaction Design, Illustration, Art Direction, User Interface Design, Animation, Marketing, Visual Communication, Marketing Communications, Logo Design, Corporate Identity, Concept Design, Graphics, Digital Illustration, Storyboarding
Education
Cuyahoga Community College 2006 — 2009
n/a, sciences
Case Western Reserve University 2004 — 2005
n/a, appreciative inquiry
Cleveland Institute of Art 1981 — 1986
BFA, Design
Timothy Joy Timothy Joy's Bank of America Experience October 2012 - November 2014
Job Financial Intelligence Analyst at Webster Bank
Industry Financial Services
Experience
Webster Bank August 2015 - Present
State Street November 2014 - August 2015
Bank of America October 2012 - November 2014
New London County Prosecutors Office June 2011 - August 2011
Skills
Microsoft Excel, Banking, Microsoft Word, Microsoft Office, SPSS, Anti Money Laundering
Education
Castleton University 2008 — 2011
Bachelor of Arts (BA)
Webster Bank August 2015 - Present
State Street November 2014 - August 2015
Bank of America October 2012 - November 2014
New London County Prosecutors Office June 2011 - August 2011
Skills
Microsoft Excel, Banking, Microsoft Word, Microsoft Office, SPSS, Anti Money Laundering
Education
Castleton University 2008 — 2011
Bachelor of Arts (BA)
Kenny Mayer Kenny Mayer's Bank of America Experience 2005 - 2012
Job No Place Like Home
Industry Real Estate
Experience
No Place Like Home Real Estate May 2015 - Present
Luker Realty October 2014 - May 2015
IBC Oilfield Service November 2012 - October 2014
BOA 2005 - 2012
Bank of America 2005 - 2012
Skills
Real Estate, Sellers, Sales, Investment Properties, First Time Home Buyers, Residential Homes, Short Sales, Buyer Representation, Single Family Homes, Relocation, Referrals
Education
NCHS 1979 — 1981
Casper College
University of Wyoming
No Place Like Home Real Estate May 2015 - Present
Luker Realty October 2014 - May 2015
IBC Oilfield Service November 2012 - October 2014
BOA 2005 - 2012
Bank of America 2005 - 2012
Skills
Real Estate, Sellers, Sales, Investment Properties, First Time Home Buyers, Residential Homes, Short Sales, Buyer Representation, Single Family Homes, Relocation, Referrals
Education
NCHS 1979 — 1981
Casper College
University of Wyoming
Sidharth Malhotra, CFA's Bank of America Experience 2004 - 2005
Job Vice President at JP Morgan Alternative Asset Management
Industry Investment Management
Experience
Basel Asset Management May 2005 - September 2013
Bank of America 2004 - 2005
Case Western Reserve University 2000 - 2004
JWM Partners 2003 - 2003
JWM Partners 2001 - 2001
Wealthplace, Inc June 2000 - August 2000
Skills
Hedge Funds, Equities, Financial Risk, Credit, Trading, Bonds, Due Diligence, Alternative Investments, Options, Investment Banking, Portfolio Management, Derivatives, Fixed Income, High Yield, Equity Derivatives, Asset Management, Securities, Capital Markets, Investments, Credit Derivatives, Fund Of Funds, Bloomberg, Emerging Markets, Financial Markets, Hedging, Valuation, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
Case Western Reserve University 2000 — 2004
B.S., Mathematics
Case Western Reserve University 2000 — 2004
B.A., Economics
Weatherhead School of Management at Case Western Reserve University 2000 — 2004
B.S., Management
Basel Asset Management May 2005 - September 2013
Bank of America 2004 - 2005
Case Western Reserve University 2000 - 2004
JWM Partners 2003 - 2003
JWM Partners 2001 - 2001
Wealthplace, Inc June 2000 - August 2000
Skills
Hedge Funds, Equities, Financial Risk, Credit, Trading, Bonds, Due Diligence, Alternative Investments, Options, Investment Banking, Portfolio Management, Derivatives, Fixed Income, High Yield, Equity Derivatives, Asset Management, Securities, Capital Markets, Investments, Credit Derivatives, Fund Of Funds, Bloomberg, Emerging Markets, Financial Markets, Hedging, Valuation, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
Case Western Reserve University 2000 — 2004
B.S., Mathematics
Case Western Reserve University 2000 — 2004
B.A., Economics
Weatherhead School of Management at Case Western Reserve University 2000 — 2004
B.S., Management
Alex van Voorhees's Bank of America Experience July 2012 - Present
Job
Industry Law Practice
Experience
Bank of America July 2012 - Present
Jones Day August 2006 - July 2012
BofA Merrill Lynch 2008 - 2009
AllianceBernstein 2000 - 2004
Education
Case Western Reserve University School of Law 2003 — 2006
JD
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (BA)
Westminster School
Bank of America July 2012 - Present
Jones Day August 2006 - July 2012
BofA Merrill Lynch 2008 - 2009
AllianceBernstein 2000 - 2004
Education
Case Western Reserve University School of Law 2003 — 2006
JD
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (BA)
Westminster School
Paul Yeh's Bank of America Experience 2009 - January 2010
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Wachovia, A Wells Fargo Company September 2009 - December 2013
Bank of America 2009 - January 2010
Keane June 2008 - December 2008
LendingTree August 2005 - June 2008
Sykes January 2005 - May 2005
CTG 2004 - 2004
Skills
SDLC, SOA
Education
Case Western Reserve University 1994 — 1996
MS, Computer Engineering
University of Michigan 1990 — 1994
BSE, Electrical Engineering
Winston Churchill High School 1986 — 1990
Wells Fargo January 2014 - Present
Wachovia, A Wells Fargo Company September 2009 - December 2013
Bank of America 2009 - January 2010
Keane June 2008 - December 2008
LendingTree August 2005 - June 2008
Sykes January 2005 - May 2005
CTG 2004 - 2004
Skills
SDLC, SOA
Education
Case Western Reserve University 1994 — 1996
MS, Computer Engineering
University of Michigan 1990 — 1994
BSE, Electrical Engineering
Winston Churchill High School 1986 — 1990
John Muller's Bank of America Experience October 2001 - August 2007
Job Data Scientist at Nexidia
Industry Financial Services
Experience
Nexidia June 2014 - Present
Talent Analytics, Corp. September 2012 - Present
Acadian Asset Management February 2013 - June 2014
Enter The Data February 2012 - February 2013
State Street Associates August 2007 - January 2012
Bank of America October 2001 - August 2007
Retek Information Systems 1997 - 2001
Iterated Systems 1990 - 1997
Skills
Computer Science, Predictive Analytics, Data Analysis, Predictive Modeling, Data Mining, SAS, Time Series Analysis, Fixed Income, Derivatives, Econometrics, Analytics, Equities, Trading Systems, Statistics, Portfolio Management, SQL, Java, Python, R, Quantitative Finance, Analysis, Statistical Modeling, Quantitative Analytics, Financial Modeling, Algorithms, Databases, Finance, Programming, Machine Learning
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Certificate, Quantitative Finance (mathematics track)
Stanford University 2004 — 2006
Certificate, Quantitative Methods in Finance
Georgia Institute of Technology 1982 — 1989
Ph.D, Computer Science
The University of Georgia 1977 — 1980
B.S, Computer Science
Nexidia June 2014 - Present
Talent Analytics, Corp. September 2012 - Present
Acadian Asset Management February 2013 - June 2014
Enter The Data February 2012 - February 2013
State Street Associates August 2007 - January 2012
Bank of America October 2001 - August 2007
Retek Information Systems 1997 - 2001
Iterated Systems 1990 - 1997
Skills
Computer Science, Predictive Analytics, Data Analysis, Predictive Modeling, Data Mining, SAS, Time Series Analysis, Fixed Income, Derivatives, Econometrics, Analytics, Equities, Trading Systems, Statistics, Portfolio Management, SQL, Java, Python, R, Quantitative Finance, Analysis, Statistical Modeling, Quantitative Analytics, Financial Modeling, Algorithms, Databases, Finance, Programming, Machine Learning
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Certificate, Quantitative Finance (mathematics track)
Stanford University 2004 — 2006
Certificate, Quantitative Methods in Finance
Georgia Institute of Technology 1982 — 1989
Ph.D, Computer Science
The University of Georgia 1977 — 1980
B.S, Computer Science
David Upham's Bank of America Experience March 1997 - Present
Job Senior Vice President / Corporate Treasury
Industry Investment Banking
Experience
Bank of America March 1997 - Present
Education
Illinois Institute of Technology 1994 — 1995
Carroll College
Carroll College
Bank of America March 1997 - Present
Education
Illinois Institute of Technology 1994 — 1995
Carroll College
Carroll College
David Lesle's Bank of America Experience 2003 - 2015
Job Senior Developer at Simplex Investments
Industry Computer Software
Experience
Simplex Investments 2015 - Present
Bank of America 2003 - 2015
Chicago Technology Partners 1999 - 2003
RiMS, Inc. 1998 - 1999
SPSS 1995 - 1998
TD Technologies 1992 - 1995
Education
Case Western Reserve University 1987 — 2005
MSEE, Computer Engineering
University of Illinois at Urbana-Champaign 1980 — 1984
BSEE, Computer Engineering
Simplex Investments 2015 - Present
Bank of America 2003 - 2015
Chicago Technology Partners 1999 - 2003
RiMS, Inc. 1998 - 1999
SPSS 1995 - 1998
TD Technologies 1992 - 1995
Education
Case Western Reserve University 1987 — 2005
MSEE, Computer Engineering
University of Illinois at Urbana-Champaign 1980 — 1984
BSEE, Computer Engineering
Sean Watterson's Bank of America Experience January 2009 - August 2010
Job President & CoOwner at Happy Dog at the Euclid Tavern
Industry Restaurants
Experience
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
Richard Wenzel's Bank of America Experience 1996 - 1998
Job Managing Director at Molten Markets
Industry Banking
Experience
Molten Markets Inc June 2012 - Present
Beryl Consulting 2009 - 2012
Bay Head CI February 2010 - November 2010
SGCIB 2007 - 2009
Morgan Stanley 2006 - 2007
Citigroup 2003 - 2004
Salomon smith Barney 1998 - 2003
Bank of America 1996 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Equities, FX Options, Hedge Funds, Financial Markets, Trading Systems, Electronic Trading, Trading, Investment Banking, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Molten Markets Inc June 2012 - Present
Beryl Consulting 2009 - 2012
Bay Head CI February 2010 - November 2010
SGCIB 2007 - 2009
Morgan Stanley 2006 - 2007
Citigroup 2003 - 2004
Salomon smith Barney 1998 - 2003
Bank of America 1996 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Equities, FX Options, Hedge Funds, Financial Markets, Trading Systems, Electronic Trading, Trading, Investment Banking, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Paul R Miller's Bank of America Experience May 1985 - May 1986
Job SVP & Controller at Del Monte Foods, Inc.
Industry Food & Beverages
Experience
Del Monte Foods, Inc. January 2014 - Present
Sumifru Singapore PTE, Ltd. July 2011 - October 2013
Deluxe Entertainment Services Group July 2009 - July 2011
Inter-Con Security Systems Inc. October 2008 - July 2009
Warner Bros. January 1999 - October 2008
Dole Food Company January 1995 - December 1998
Dole Food Company April 1993 - January 1995
Walt Disney Imagineering April 1990 - April 1993
Peterson and Company May 1986 - April 1990
Bank of America May 1985 - May 1986
Skills
Finance
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1985
MSIA (MBA), Finance/ Information Technology
University of Maryland College Park 1974 — 1979
BS, Accounting/ Business
Del Monte Foods, Inc. January 2014 - Present
Sumifru Singapore PTE, Ltd. July 2011 - October 2013
Deluxe Entertainment Services Group July 2009 - July 2011
Inter-Con Security Systems Inc. October 2008 - July 2009
Warner Bros. January 1999 - October 2008
Dole Food Company January 1995 - December 1998
Dole Food Company April 1993 - January 1995
Walt Disney Imagineering April 1990 - April 1993
Peterson and Company May 1986 - April 1990
Bank of America May 1985 - May 1986
Skills
Finance
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1985
MSIA (MBA), Finance/ Information Technology
University of Maryland College Park 1974 — 1979
BS, Accounting/ Business
Nita Kay Richardson's Bank of America Experience 2010 - 2012
Job Risk and Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
KeyBank 2012 - 2015
Bank of America 2010 - 2012
Merrlll Lynch Wealth Management 2006 - 2010
Ulmer & Berne 2001 - 2007
Kohrman Jackson Krantz 1999 - 2001
Quandt, Giffels & Buck 1994 - 1999
Skills
Enterprise Risk..., Regulatory Compliance, Legal Compliance, Financial Services, Enterprise Compliance..., Operational Risk..., Securities Regulation, Securities, Civil Litigation, Litigation
Education
Case Western Reserve University School of Law 1991 — 1994
J.D.
Tulane University 1987 — 1991
B.A.
Wells Fargo May 2015 - Present
KeyBank 2012 - 2015
Bank of America 2010 - 2012
Merrlll Lynch Wealth Management 2006 - 2010
Ulmer & Berne 2001 - 2007
Kohrman Jackson Krantz 1999 - 2001
Quandt, Giffels & Buck 1994 - 1999
Skills
Enterprise Risk..., Regulatory Compliance, Legal Compliance, Financial Services, Enterprise Compliance..., Operational Risk..., Securities Regulation, Securities, Civil Litigation, Litigation
Education
Case Western Reserve University School of Law 1991 — 1994
J.D.
Tulane University 1987 — 1991
B.A.
Pam DuBiel's Bank of America Experience July 2014 - Present
Job Contractor Technical Delivery Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2014 - Present
SMCI February 2013 - July 2014
Collabera July 2010 - October 2012
20th Century Fox August 2008 - June 2010
Love Your Life RE Solutions February 2007 - June 2010
Zaszou, LLC 2008 - 2010
FDR Properties, LLC January 2008 - July 2009
Nouveau Riche University 2006 - 2008
Countrywide Home Loans 1999 - 2007
Countrywide 1999 - 2007
Skills
Business Analysis, Team Building, Process Improvement, Project Management
Education
Carroll University 1981 — 1985
Bank of America July 2014 - Present
SMCI February 2013 - July 2014
Collabera July 2010 - October 2012
20th Century Fox August 2008 - June 2010
Love Your Life RE Solutions February 2007 - June 2010
Zaszou, LLC 2008 - 2010
FDR Properties, LLC January 2008 - July 2009
Nouveau Riche University 2006 - 2008
Countrywide Home Loans 1999 - 2007
Countrywide 1999 - 2007
Skills
Business Analysis, Team Building, Process Improvement, Project Management
Education
Carroll University 1981 — 1985
Sandi Evans's Bank of America Experience April 2005 - April 2009
Job Senior Vice President/Portfolio Team Leader at US Bank
Industry Banking
Experience
US Bank June 2009 - Present
Bank of America April 2005 - April 2009
Fleet Capital September 1985 - April 2004
Skills
Asset Based Lending, Commercial Lending, Middle Market, Loans, Credit, Credit Analysis, Banking, Lines Of Credit, Underwriting, Financial Analysis, Portfolio Management, Due Diligence, Syndications, Finance, Commercial Banking, Debt Restructuring, Financial Modeling, Loan Origination
Education
Marquette University 1985 — 1989
MBA
Carroll University 1978 — 1982
Bachelor of Science, Accounting
US Bank June 2009 - Present
Bank of America April 2005 - April 2009
Fleet Capital September 1985 - April 2004
Skills
Asset Based Lending, Commercial Lending, Middle Market, Loans, Credit, Credit Analysis, Banking, Lines Of Credit, Underwriting, Financial Analysis, Portfolio Management, Due Diligence, Syndications, Finance, Commercial Banking, Debt Restructuring, Financial Modeling, Loan Origination
Education
Marquette University 1985 — 1989
MBA
Carroll University 1978 — 1982
Bachelor of Science, Accounting
Timothy Nierman's Bank of America Experience January 2008 - April 2009
Job AMD Portfolio Manager at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company April 2012 - Present
The Private Bank And Trust Company July 2010 - April 2012
Alexian Brothers Medical Center April 2009 - July 2010
Bank of America January 2008 - April 2009
LaSalle Bank January 2006 - January 2008
Skills
Commercial Banking, Banking, Loans, Financial Analysis, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Microsoft Excel, Customer Service, Finance, PowerPoint
Education
University of Illinois at Chicago 2002 — 2005
Bachelor of Science (BS), Finance and Managment
Carthage College 2001 — 2002
The Private Bank And Trust Company April 2012 - Present
The Private Bank And Trust Company July 2010 - April 2012
Alexian Brothers Medical Center April 2009 - July 2010
Bank of America January 2008 - April 2009
LaSalle Bank January 2006 - January 2008
Skills
Commercial Banking, Banking, Loans, Financial Analysis, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Microsoft Excel, Customer Service, Finance, PowerPoint
Education
University of Illinois at Chicago 2002 — 2005
Bachelor of Science (BS), Finance and Managment
Carthage College 2001 — 2002
John Panno's Bank of America Experience December 2013 - Present
Job Sr VP Bank of America
Industry Real Estate
Experience
Bank of America December 2013 - Present
NGP Capital LLC April 2011 - November 2013
J Panno Advisors LLC May 2008 - March 2011
The Sherwin-Williams Company December 1996 - April 2008
Arthur Andersen April 1994 - December 1996
Education
Case Western Reserve University School of Law
LLM, Law
Robert Morris University
University of Dayton School of Law
JD
Bank of America December 2013 - Present
NGP Capital LLC April 2011 - November 2013
J Panno Advisors LLC May 2008 - March 2011
The Sherwin-Williams Company December 1996 - April 2008
Arthur Andersen April 1994 - December 1996
Education
Case Western Reserve University School of Law
LLM, Law
Robert Morris University
University of Dayton School of Law
JD
Donald P Addison II, DM, MSM's Bank of America Experience January 2009 - Present
Job SVP, Global Business Solutions, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2009 - Present
Carthage International Institute of Applied Research April 2014 - Present
McColl School of Business at Queens University of Charlotte July 2008 - Present
Bank of America September 2005 - December 2008
Kforce 1996 - 2005
Skills
Project Management, Human Resources, Operations Management, Mergers & Acquisitions, Project Planning, Leadership Development, Strategy, Process Improvement, Integration, Business Strategy, Change Management, Recruiting, Program Management, Executive Management, Management Consulting, Team Building, Benchmarking, Temporary Placement, Leadership, Retail, Team Leadership, Sales Operations, Management
Education
Case Western Reserve University
Doctor of Management, Business, Management, Marketing, and Related Support Services
Springbrook High School
University of South Florida
Masters, Management: Leadership and Organizational Effectiveness
Bank of America January 2009 - Present
Carthage International Institute of Applied Research April 2014 - Present
McColl School of Business at Queens University of Charlotte July 2008 - Present
Bank of America September 2005 - December 2008
Kforce 1996 - 2005
Skills
Project Management, Human Resources, Operations Management, Mergers & Acquisitions, Project Planning, Leadership Development, Strategy, Process Improvement, Integration, Business Strategy, Change Management, Recruiting, Program Management, Executive Management, Management Consulting, Team Building, Benchmarking, Temporary Placement, Leadership, Retail, Team Leadership, Sales Operations, Management
Education
Case Western Reserve University
Doctor of Management, Business, Management, Marketing, and Related Support Services
Springbrook High School
University of South Florida
Masters, Management: Leadership and Organizational Effectiveness
Gregory Mazares's Bank of America Experience June 2006 - August 2006
Job Equity Research Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management August 2015 - Present
PwC August 2011 - July 2013
PwC September 2007 - August 2011
Bank of America June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics, Organizational Behavior
Wake Forest University 2006 — 2007
Masters of Science, Accountancy
Wake Forest University 2002 — 2006
B.S., Analytical Finance
Duxbury High School
Thornburg Investment Management August 2015 - Present
PwC August 2011 - July 2013
PwC September 2007 - August 2011
Bank of America June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics, Organizational Behavior
Wake Forest University 2006 — 2007
Masters of Science, Accountancy
Wake Forest University 2002 — 2006
B.S., Analytical Finance
Duxbury High School
Xiaomei Xu's Bank of America Experience February 2013 - Present
Job Senior Analyst at Bank of Americca
Industry Banking
Experience
Bank of America February 2013 - Present
Citi Group December 2011 - January 2013
JPMorgan Chase & Co. July 1999 - October 2011
Chemical Bank 1994 - 1999
Skills
Financial Modeling, Analytics, Data Analysis, Statistical Modeling, Business Analysis, Valuation, Derivatives, Fixed Income, Investment Banking
Education
Case Western Reserve University - Weatherhead School of Management
Ph.D., Operations Research
Case Western Reserve University
Master's Degree, Chemistry
Tianjin University
Chemistry
Bank of America February 2013 - Present
Citi Group December 2011 - January 2013
JPMorgan Chase & Co. July 1999 - October 2011
Chemical Bank 1994 - 1999
Skills
Financial Modeling, Analytics, Data Analysis, Statistical Modeling, Business Analysis, Valuation, Derivatives, Fixed Income, Investment Banking
Education
Case Western Reserve University - Weatherhead School of Management
Ph.D., Operations Research
Case Western Reserve University
Master's Degree, Chemistry
Tianjin University
Chemistry
Charles Patton's Bank of America Experience 2006 - 2006
Job Investment Manager
Industry Investment Management
Experience
Patton Investment Management LLC January 2009 - Present
Markit 2011 - 2013
Morgan Stanley Wealth Management 2011 - 2011
Bridgewater Associates 2008 - 2009
Barclays Investment Bank 2007 - 2008
Bank of America 2006 - 2006
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis, Mutual Funds, Valuation, Financial Modeling, Asset Management, Banking
Education
Cass Business School 2009 — 2010
Master's Degree, Investment Management
Rensselaer Polytechnic Institute 2004 — 2007
Bachelor of Science (BS), Management
Patton Investment Management LLC January 2009 - Present
Markit 2011 - 2013
Morgan Stanley Wealth Management 2011 - 2011
Bridgewater Associates 2008 - 2009
Barclays Investment Bank 2007 - 2008
Bank of America 2006 - 2006
Skills
Portfolio Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis, Mutual Funds, Valuation, Financial Modeling, Asset Management, Banking
Education
Cass Business School 2009 — 2010
Master's Degree, Investment Management
Rensselaer Polytechnic Institute 2004 — 2007
Bachelor of Science (BS), Management
Jeannette Yellen's Bank of America Experience September 1995 - September 2009
Job Data Management Associate at Glassdoor.com
Industry Banking
Experience
Glassdoor.com June 2012 - Present
Progressive Insurance November 2011 - June 2012
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Skills
Training, Loans, Credit, Finance, Management, Customer Service, Sales, Leadership, Customer Satisfaction, Program Management
Education
Case Western Reserve University 1991 — 1995
BA, History, Psychology
Glassdoor.com June 2012 - Present
Progressive Insurance November 2011 - June 2012
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Bank of America September 1995 - September 2009
Skills
Training, Loans, Credit, Finance, Management, Customer Service, Sales, Leadership, Customer Satisfaction, Program Management
Education
Case Western Reserve University 1991 — 1995
BA, History, Psychology
Kayla Collier's Bank of America Experience January 2003 - February 2004
Job Student at Carthage College
Industry Research
Experience
Continental Airlines April 2004 - February 2008
Bank of America January 2003 - February 2004
Education
Carthage College 2007 — 2011
Continental Airlines April 2004 - February 2008
Bank of America January 2003 - February 2004
Education
Carthage College 2007 — 2011
Kurt L. Walsdorf's Bank of America Experience July 1984 - Present
Job SVP/Market Executive at Bank of America
Industry Banking
Experience
Bank of America July 1984 - Present
Education
Gonzaga University - School of Business Administration 1983 — 1984
Master of Business Administration (M.B.A.)
Carroll College 1978 — 1982
Bachelor's Degree, Business Administration/Finance
Bank of America July 1984 - Present
Education
Gonzaga University - School of Business Administration 1983 — 1984
Master of Business Administration (M.B.A.)
Carroll College 1978 — 1982
Bachelor's Degree, Business Administration/Finance
Jeffrey Liu's Bank of America Experience July 2014 - February 2015
Job AVP at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - February 2015
Axioma Inc. March 2014 - July 2014
Morgan Stanley April 2011 - February 2014
Bloomberg June 2008 - April 2011
Skills
Equity Derivatives, Mortgage Lending, Financial Risk, C++, Matlab, Quantitative Finance, SQL, Trading Systems, Financial Modeling, Perl, Python, R
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2015
Master In Computational Finance, Computational Finance
University of Iowa 2001 — 2008
PhD, Electrical Engineering
Tsinghua University 1997 — 2001
Bachelor's degree, Electrical, Electronics and Communications Engineering
Bank of America July 2014 - February 2015
Axioma Inc. March 2014 - July 2014
Morgan Stanley April 2011 - February 2014
Bloomberg June 2008 - April 2011
Skills
Equity Derivatives, Mortgage Lending, Financial Risk, C++, Matlab, Quantitative Finance, SQL, Trading Systems, Financial Modeling, Perl, Python, R
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2015
Master In Computational Finance, Computational Finance
University of Iowa 2001 — 2008
PhD, Electrical Engineering
Tsinghua University 1997 — 2001
Bachelor's degree, Electrical, Electronics and Communications Engineering
Louis Klevan's Bank of America Experience January 1990 - May 1996
Job Managing Director at River Branch Capital LLC
Industry Financial Services
Experience
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
Jerron Liu's Bank of America Experience 2006 - 2007
Job vp at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2011 - Present
Goldman Sachs August 2010 - November 2011
IBM February 2009 - August 2010
Bear Stearns 2007 - 2009
Bank of America 2006 - 2007
MicroStrategy 2000 - 2001
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2005
Master, Computational Finance
Peking University 1992 — 1997
Bachelor, Psychology
J.P. Morgan November 2011 - Present
Goldman Sachs August 2010 - November 2011
IBM February 2009 - August 2010
Bear Stearns 2007 - 2009
Bank of America 2006 - 2007
MicroStrategy 2000 - 2001
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2005
Master, Computational Finance
Peking University 1992 — 1997
Bachelor, Psychology
Saad Zein's Bank of America Experience March 2013 - July 2014
Job Partner
Industry Investment Banking
Experience
Aston Peak LLC ConsultantPrivate EntityMay 2014 - June 2015
Bank of America March 2013 - July 2014
Standard Bank January 2011 - January 2013
Aladdin Capital 2009 - 2010
Aladdin Capital Management 2009 - 2010
Aladdin Capital Management 2009 - 2010
Dresdner Kleinwort, London 2005 - 2009
Dresdner Kleinwort 1999 - 2009
Dresdner Kleinwort 1999 - 2009
Dresdner Kleinwort Wasserstein 1999 - 2009
Skills
Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Structured Products, Credit Derivatives, Securitization, Investment Banking, Derivatives, Financial Structuring, Bonds, Equities, ABS, Alternative Investments, Emerging Markets, Leveraged Finance, Portfolio Management, Credit Risk, Swaps, CDS, Financial Markets, Interest Rate..., FX Options, Trading, Equity Derivatives, Bloomberg, Market Risk, High Yield, CDO, Options, Private Equity, Hedging, Valuation, Securities, Syndications, Prime Brokerage
Education
Weatherhead School of Management at Case Western Reserve University 1988 — 1990
MBA, Finance
Case Western Reserve University 1984 — 1988
BS, Electrical Engineering and Applied Physics
Aston Peak LLC ConsultantPrivate EntityMay 2014 - June 2015
Bank of America March 2013 - July 2014
Standard Bank January 2011 - January 2013
Aladdin Capital 2009 - 2010
Aladdin Capital Management 2009 - 2010
Aladdin Capital Management 2009 - 2010
Dresdner Kleinwort, London 2005 - 2009
Dresdner Kleinwort 1999 - 2009
Dresdner Kleinwort 1999 - 2009
Dresdner Kleinwort Wasserstein 1999 - 2009
Skills
Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Structured Products, Credit Derivatives, Securitization, Investment Banking, Derivatives, Financial Structuring, Bonds, Equities, ABS, Alternative Investments, Emerging Markets, Leveraged Finance, Portfolio Management, Credit Risk, Swaps, CDS, Financial Markets, Interest Rate..., FX Options, Trading, Equity Derivatives, Bloomberg, Market Risk, High Yield, CDO, Options, Private Equity, Hedging, Valuation, Securities, Syndications, Prime Brokerage
Education
Weatherhead School of Management at Case Western Reserve University 1988 — 1990
MBA, Finance
Case Western Reserve University 1984 — 1988
BS, Electrical Engineering and Applied Physics
Brad Oakley's Bank of America Experience September 1998 - Present
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 1998 - Present
Skills
Business Analysis, Banking, SDLC, Risk Management
Education
Catawba College 1991 — 1996
BA, Communications
Fork Union Military School 1990 — 1991
Post Graduate, General Educational Studies
Bank of America September 1998 - Present
Skills
Business Analysis, Banking, SDLC, Risk Management
Education
Catawba College 1991 — 1996
BA, Communications
Fork Union Military School 1990 — 1991
Post Graduate, General Educational Studies
Ishan Majumdar's Bank of America Experience 2013 - 2013
Job Asset & Liability Management Senior Associate at PNC
Industry Banking
Experience
PNC April 2015 - Present
TIAA-CREF January 2014 - March 2015
Bank of America 2013 - 2013
Canadian Consulate General January 2012 - June 2012
Skills
Data Analysis, Market Research, Microsoft Office, Microsoft Excel, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MS), Finance
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
PNC April 2015 - Present
TIAA-CREF January 2014 - March 2015
Bank of America 2013 - 2013
Canadian Consulate General January 2012 - June 2012
Skills
Data Analysis, Market Research, Microsoft Office, Microsoft Excel, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MS), Finance
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Dorothy Acree's Bank of America Experience June 2006 - April 2007
Job CFO
Industry Hospitality
Experience
Ms D's Decadent Delights September 2009 - Present
Horiba Automotive August 2007 - July 2009
Aerotek May 2007 - August 2007
Bank of America June 2006 - April 2007
IMG 1998 - 2003
Skills
Microsoft Word, Public Speaking, Invoicing, SAP, Microsoft Excel, Administrative..., Teamwork, Customer Service, Budgets, Accounting, Accounts Payable, Community Outreach, Forecasting, Nonprofits, Social Networking, Administrative..., Microsoft Office, Time Management, Event Management, Sales, Team Building, Management, Research, Event Planning
Education
Case Western Reserve University 1989 — 1990
Management/Accounting
Cleveland Extension High School 1968 — 1970
Diploma, General
Ms D's Decadent Delights September 2009 - Present
Horiba Automotive August 2007 - July 2009
Aerotek May 2007 - August 2007
Bank of America June 2006 - April 2007
IMG 1998 - 2003
Skills
Microsoft Word, Public Speaking, Invoicing, SAP, Microsoft Excel, Administrative..., Teamwork, Customer Service, Budgets, Accounting, Accounts Payable, Community Outreach, Forecasting, Nonprofits, Social Networking, Administrative..., Microsoft Office, Time Management, Event Management, Sales, Team Building, Management, Research, Event Planning
Education
Case Western Reserve University 1989 — 1990
Management/Accounting
Cleveland Extension High School 1968 — 1970
Diploma, General
James Zalobowski's Bank of America Experience June 2010 - August 2010
Job Managing Consultant at IBM
Industry Management Consulting
Experience
IBM November 2013 - Present
IBM August 2011 - November 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Bank of America June 2010 - August 2010
Aon Hewitt August 2005 - July 2009
Millward Brown May 2004 - June 2005
JPMorgan Chase May 2003 - August 2003
Skills
Data Analysis, Business Analysis, Analytics, SAS, Analysis, Financial Modeling, Market Research, Consulting, CRM, Leadership, Business Development, Strategic Planning, Project Management, Business Process..., Forecasting, Business Strategy, Change Management, Outsourcing, Process Improvement, Mergers & Acquisitions, Six Sigma, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Strategy, Operations (Quantitative Analysis), Organizational Behavior
Fairfield University 2001 — 2005
Bachelor of Science, Finance; International Business
IBM November 2013 - Present
IBM August 2011 - November 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
Bank of America June 2010 - August 2010
Aon Hewitt August 2005 - July 2009
Millward Brown May 2004 - June 2005
JPMorgan Chase May 2003 - August 2003
Skills
Data Analysis, Business Analysis, Analytics, SAS, Analysis, Financial Modeling, Market Research, Consulting, CRM, Leadership, Business Development, Strategic Planning, Project Management, Business Process..., Forecasting, Business Strategy, Change Management, Outsourcing, Process Improvement, Mergers & Acquisitions, Six Sigma, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Strategy, Operations (Quantitative Analysis), Organizational Behavior
Fairfield University 2001 — 2005
Bachelor of Science, Finance; International Business
Edwin Hadi's Bank of America Experience April 2015 - Present
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America November 2012 - April 2015
Bank of America January 2011 - October 2012
Merrill Lynch / Bank of America April 2007 - January 2011
Citi July 2003 - April 2007
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2003
Masters of Accountancy
Case Western Reserve University 1998 — 2002
BS, Accounting
Bank of America April 2015 - Present
Bank of America November 2012 - April 2015
Bank of America January 2011 - October 2012
Merrill Lynch / Bank of America April 2007 - January 2011
Citi July 2003 - April 2007
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2003
Masters of Accountancy
Case Western Reserve University 1998 — 2002
BS, Accounting
Kyle Orban's Bank of America Experience August 2013 - November 2013
Job Director, Originations at American Real Estate Capital
Industry Real Estate
Experience
American Real Estate Capital (a division of American Financial Group, Inc.) March 2014 - Present
Sheridan Healthcorp November 2013 - January 2014
Bank of America August 2013 - November 2013
Jaguar Mining Inc. September 2010 - March 2013
Bank of America May 2007 - January 2009
Federal Energy Regulatory Commission May 2006 - December 2006
Skills
Financial Modeling, Banking, Credit Analysis, Loans, Portuguese, Spanish, Project Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Accounting, Auditing
Education
Weatherhead School of Management at Case Western Reserve University 2003 — 2007
B.Sc., Management (Banking and Finance)
Case Western Reserve University 2002 — 2007
B.A., Spanish
Universidad Carlos III de Madrid 2004 — 2005
Spanish and Business
Cleveland State University
Master of Education (M.Ed.)
American Real Estate Capital (a division of American Financial Group, Inc.) March 2014 - Present
Sheridan Healthcorp November 2013 - January 2014
Bank of America August 2013 - November 2013
Jaguar Mining Inc. September 2010 - March 2013
Bank of America May 2007 - January 2009
Federal Energy Regulatory Commission May 2006 - December 2006
Skills
Financial Modeling, Banking, Credit Analysis, Loans, Portuguese, Spanish, Project Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Accounting, Auditing
Education
Weatherhead School of Management at Case Western Reserve University 2003 — 2007
B.Sc., Management (Banking and Finance)
Case Western Reserve University 2002 — 2007
B.A., Spanish
Universidad Carlos III de Madrid 2004 — 2005
Spanish and Business
Cleveland State University
Master of Education (M.Ed.)
Maggie Raicu's Bank of America Experience June 2007 - April 2011
Job Project Manager
Industry Information Technology and Services
Experience
O’Sullivan Enterprises December 2009 - Present
Cascadia College January 2012 - June 2015
Bank of America June 2007 - April 2011
Pacific International Mortgage December 2004 - June 2007
Skills
HTML, CSS, Java, JavaScript, Dreamweaver, C#, jQuery Mobile, ASP.NET, Microsoft Suites, Adobe Creative Suite, MySQL, Visual Studio, Project Management, Process Improvement, Communication, Client Services
Education
Cascadia College 2012 — 2015
Associate of Applied Sciences (AAS), Web Application Programming, 4.0 GPA
O’Sullivan Enterprises December 2009 - Present
Cascadia College January 2012 - June 2015
Bank of America June 2007 - April 2011
Pacific International Mortgage December 2004 - June 2007
Skills
HTML, CSS, Java, JavaScript, Dreamweaver, C#, jQuery Mobile, ASP.NET, Microsoft Suites, Adobe Creative Suite, MySQL, Visual Studio, Project Management, Process Improvement, Communication, Client Services
Education
Cascadia College 2012 — 2015
Associate of Applied Sciences (AAS), Web Application Programming, 4.0 GPA
Kevin Choi's Bank of America Experience December 2001 - April 2009
Job Head of Liquidity Management, AIG Life Companies
Industry Insurance
Experience
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
Malcolm Jones's Bank of America Experience February 2013 - February 2015
Job Store Manager II, Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Bank of America February 2013 - February 2015
Capital Bank May 2012 - February 2013
SunTrust Bank May 2010 - May 2012
OfficeMax August 2009 - May 2010
Lowe's Home Improvement May 2008 - August 2009
Skills
Consumer Lending, Retail Banking, Small Business Lending, Loans, Deposits, Commercial Banking, Credit, Lines Of Credit, Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Mortgage Banking, Branch Banking, Underwriting, Cross Selling, Branch Management, Loan Servicing, Loan Origination, Cash Management, Credit Risk, Finance, Relationship Management, Sales, Risk Management, Wealth Management, Financial Services, Banking Relationships, Credit Cards, Operational Risk, Core Banking, AML, Bank Secrecy Act, Coaching, Business Relationship..., Customer Service, Team Building
Education
Carson-Newman College 2010 — 2012
Masters of Business Administration, Business Administration and Management, General
Carson-Newman College 2005 — 2009
Bachelors of Science, Management
Wells Fargo February 2015 - Present
Bank of America February 2013 - February 2015
Capital Bank May 2012 - February 2013
SunTrust Bank May 2010 - May 2012
OfficeMax August 2009 - May 2010
Lowe's Home Improvement May 2008 - August 2009
Skills
Consumer Lending, Retail Banking, Small Business Lending, Loans, Deposits, Commercial Banking, Credit, Lines Of Credit, Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Mortgage Banking, Branch Banking, Underwriting, Cross Selling, Branch Management, Loan Servicing, Loan Origination, Cash Management, Credit Risk, Finance, Relationship Management, Sales, Risk Management, Wealth Management, Financial Services, Banking Relationships, Credit Cards, Operational Risk, Core Banking, AML, Bank Secrecy Act, Coaching, Business Relationship..., Customer Service, Team Building
Education
Carson-Newman College 2010 — 2012
Masters of Business Administration, Business Administration and Management, General
Carson-Newman College 2005 — 2009
Bachelors of Science, Management
Stephen Armbruster's Bank of America Experience July 1996 - December 1998
Job VP, Senior Trust Officer at Ephrata National Bank
Industry Financial Services
Experience
Armbruster Consulting, LLC October 2012 - March 2014
Fulton Financial Advisors December 1998 - July 2012
Bank of America July 1996 - December 1998
Bank of America June 1988 - July 1996
Skills
Change Management, ERISA, Fiduciary Laws and..., Management Control and..., Policy and Procedure,..., Project Management, Trust Company Start Up, Risk Management, Portfolio Management, Coaching Staff, Staff Development, Strategic Planning, Compliance, Financial Services, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Leadership, CRM, Business Development, Securities, Investment Advisory, Series 7, Investment Management, Series 63, Banking, 401k, Pensions, Strategic Financial..., Estate Planning, Investment Strategies, Equities, Relationship Management, Financial Advisory, High Net Worth..., Financial Planning
Education
Case Western Reserve University School of Law
Doctor of Law (JD)
Armbruster Consulting, LLC October 2012 - March 2014
Fulton Financial Advisors December 1998 - July 2012
Bank of America July 1996 - December 1998
Bank of America June 1988 - July 1996
Skills
Change Management, ERISA, Fiduciary Laws and..., Management Control and..., Policy and Procedure,..., Project Management, Trust Company Start Up, Risk Management, Portfolio Management, Coaching Staff, Staff Development, Strategic Planning, Compliance, Financial Services, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Leadership, CRM, Business Development, Securities, Investment Advisory, Series 7, Investment Management, Series 63, Banking, 401k, Pensions, Strategic Financial..., Estate Planning, Investment Strategies, Equities, Relationship Management, Financial Advisory, High Net Worth..., Financial Planning
Education
Case Western Reserve University School of Law
Doctor of Law (JD)
Citlali Zaragoza's Bank of America Experience July 2013 - Present
Job Banking Center Manager at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America July 2011 - Present
Bank of America April 2010 - July 2011
Bank of America January 2008 - April 2010
Skills
fluent in Spanish, Banking, Team Leadership, Customer Service, Customer Experience, Associate Development, Sales Management, Operations Management, Teamwork, Fast Learning
Education
Cascadia Community College
Bank of America July 2013 - Present
Bank of America July 2011 - Present
Bank of America April 2010 - July 2011
Bank of America January 2008 - April 2010
Skills
fluent in Spanish, Banking, Team Leadership, Customer Service, Customer Experience, Associate Development, Sales Management, Operations Management, Teamwork, Fast Learning
Education
Cascadia Community College
Kaizheng Du's Bank of America Experience 2007 - 2011
Job Extensive experience in the financial industry with a proven track record in developing database application systems
Industry Banking
Experience
Bank of America 2007 - 2011
Skills
Oracle, SQL Server, Sybase, Sybase IQ, Netezza, C++, Java, VBA, Erwin, Python, Perl, Windows, Unix, Linux
Education
Case Western Reserve University 1988 — 1993
Doctor of Philosophy (Ph.D.), Computer Science
Bank of America 2007 - 2011
Skills
Oracle, SQL Server, Sybase, Sybase IQ, Netezza, C++, Java, VBA, Erwin, Python, Perl, Windows, Unix, Linux
Education
Case Western Reserve University 1988 — 1993
Doctor of Philosophy (Ph.D.), Computer Science
Reina Salvador's Bank of America Experience 2013 - 2014
Job Banking Professional
Industry Banking
Experience
Bank of America 2013 - 2014
U.S. Bank 2009 - 2010
Wells Fargo 2002 - 2008
Skills
Banking, Loans, Retail Banking, Customer Service, Credit, Risk Management, Consumer Lending, Credit Risk, Cross Selling, Relationship Management, Commercial Banking
Education
Carrington College California-Sacramento
Massage Therapy/ Business
Bank of America 2013 - 2014
U.S. Bank 2009 - 2010
Wells Fargo 2002 - 2008
Skills
Banking, Loans, Retail Banking, Customer Service, Credit, Risk Management, Consumer Lending, Credit Risk, Cross Selling, Relationship Management, Commercial Banking
Education
Carrington College California-Sacramento
Massage Therapy/ Business
Bret Darby's Bank of America Experience 2004 - 2006
Job Music Professional
Industry Music
Experience
Loud Technologies September 2009 - January 2013
Mammoth Resort December 2008 - March 2009
Bank of America 2004 - 2006
Skills
Quality Assurance, Quality Control, Product Development, Recording, Troubleshooting, Electronics, HTML, Web Development, Social Networking, Sound, Microsoft Word, Audio Engineering, Customer Service
Education
Cascadia Community College 2013 — 2015
Associate of Arts and Sciences (AAS) Transfer, Computer Science
Cedarcrest High School 2002 — 2006
High School Diploma, General Studies
Loud Technologies September 2009 - January 2013
Mammoth Resort December 2008 - March 2009
Bank of America 2004 - 2006
Skills
Quality Assurance, Quality Control, Product Development, Recording, Troubleshooting, Electronics, HTML, Web Development, Social Networking, Sound, Microsoft Word, Audio Engineering, Customer Service
Education
Cascadia Community College 2013 — 2015
Associate of Arts and Sciences (AAS) Transfer, Computer Science
Cedarcrest High School 2002 — 2006
High School Diploma, General Studies
Alysha Hammack's Bank of America Experience November 2010 - January 2012
Job Student at Carrington College CaliforniaSan Jose
Industry Legal Services
Experience
Applebee's February 2012 - Present
Bank of America November 2010 - January 2012
Casino Arizona August 2003 - July 2010
Skills
Customer Service
Education
Rio Salado College 2013 — 2014
Certificate in Paralegal Studies, Law
Carrington College California-San Jose 2012 — 2013
Associates in Applied Science, Paralegal studies
Mesa Community College 2003 — 2004
Applebee's February 2012 - Present
Bank of America November 2010 - January 2012
Casino Arizona August 2003 - July 2010
Skills
Customer Service
Education
Rio Salado College 2013 — 2014
Certificate in Paralegal Studies, Law
Carrington College California-San Jose 2012 — 2013
Associates in Applied Science, Paralegal studies
Mesa Community College 2003 — 2004
Tiffany Delafleure's Bank of America Experience May 2015 - Present
Job Sales Operations Manager Bank of America Home Loans NMLS ID 981011
Industry Banking
Experience
Bank of America May 2015 - Present
Bank of America September 2012 - Present
Derek Andrew 2006 - 2007
Macy's 2000 - 2005
Skills
Mortgage Lending, Loans, Sales, Customer Service, Loan Origination, Mortgage Banking, Retail, Microsoft Excel, Outlook, Refinance, Time Management, Marketing, PowerPoint, Customer Experience, Customer Satisfaction
Education
Art Institute of Seattle 2004 — 2006
Marketing, Fashion Merchandising
Cascadia Community College 2002 — 2004
Associate's degree, Integrated studies
Bank of America May 2015 - Present
Bank of America September 2012 - Present
Derek Andrew 2006 - 2007
Macy's 2000 - 2005
Skills
Mortgage Lending, Loans, Sales, Customer Service, Loan Origination, Mortgage Banking, Retail, Microsoft Excel, Outlook, Refinance, Time Management, Marketing, PowerPoint, Customer Experience, Customer Satisfaction
Education
Art Institute of Seattle 2004 — 2006
Marketing, Fashion Merchandising
Cascadia Community College 2002 — 2004
Associate's degree, Integrated studies
Lisa Hirschmann's Bank of America Experience February 2008 - January 2010
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Our Savior Lutheran Church August 2010 - Present
Fairhaven July 2012 - December 2013
Saint Agnes Hospital December 2011 - May 2012
Carroll County Public Schools September 2011 - November 2011
Social Services Consultants January 2008 - November 2010
Bank of America February 2008 - January 2010
Morrison Chiropractic September 2004 - November 2006
Wells Fargo June 2002 - September 2004
Howard County Public Schools August 1996 - March 2001
Howard High School January 1979 - January 1983
Skills
Healthcare, Hospitals, Healthcare Management, Medical Terminology, Data Entry, HIPAA, Customer Service, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Healthcare Information...
Education
Carroll Community College 2014 — 2014
Certificate, Certified Nursing Assistant
Our Savior Lutheran Church August 2010 - Present
Fairhaven July 2012 - December 2013
Saint Agnes Hospital December 2011 - May 2012
Carroll County Public Schools September 2011 - November 2011
Social Services Consultants January 2008 - November 2010
Bank of America February 2008 - January 2010
Morrison Chiropractic September 2004 - November 2006
Wells Fargo June 2002 - September 2004
Howard County Public Schools August 1996 - March 2001
Howard High School January 1979 - January 1983
Skills
Healthcare, Hospitals, Healthcare Management, Medical Terminology, Data Entry, HIPAA, Customer Service, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Healthcare Information...
Education
Carroll Community College 2014 — 2014
Certificate, Certified Nursing Assistant
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS