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
Tiffany Wong Tiffany Wong's Bank of America Experience September 2013 - August 2014
Job Auditor Associate 1
Industry Government Administration
Experience
Alameda County September 2014 - Present
Bank of America September 2013 - August 2014
Bank of America January 2012 - September 2013
Alameda AAC Test Only Smog Station January 2008 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Access, Customer Service, PowerPoint, Accounting, Risk Management, Data Entry, Budgets, Time Management, Social Media, Public Relations, Creative Problem Solving, Creative Writing, Teamwork, Customer Satisfaction, Sales, Cash Management, Marketing, Social Networking, Team Building, Deposits, Cross Selling, Telephone Skills, Outlook, Data Analysis
Education
California State University East Bay 2012 — 2013
Bachelor's of Science, Business Administration
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business Administration
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business/Accounting
Alameda High School 2004 — 2008
Alameda County September 2014 - Present
Bank of America September 2013 - August 2014
Bank of America January 2012 - September 2013
Alameda AAC Test Only Smog Station January 2008 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Access, Customer Service, PowerPoint, Accounting, Risk Management, Data Entry, Budgets, Time Management, Social Media, Public Relations, Creative Problem Solving, Creative Writing, Teamwork, Customer Satisfaction, Sales, Cash Management, Marketing, Social Networking, Team Building, Deposits, Cross Selling, Telephone Skills, Outlook, Data Analysis
Education
California State University East Bay 2012 — 2013
Bachelor's of Science, Business Administration
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business Administration
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business/Accounting
Alameda High School 2004 — 2008
Gregory W. S. Gilbert Gregory W. S. Gilbert's Bank of America Experience January 2015 - Present
Job Wealth Management and banking
Industry Financial Services
Experience
Bank of America January 2015 - Present
Currently looking for a job in finance November 2014 - March 2015
Merrill Lynch April 2014 - October 2014
E*TRADE Financial August 2013 - March 2014
E*TRADE Financial February 2007 - August 2013
The Standard May 2000 - November 2002
Skills
Series 7, Leadership, Financial Services, Banking, Management, Securities, Finance, Microsoft Office, salesforce user, Series 63, Series 24, Series 4, Financial Risk, Capital Markets, Equities, Financial Modeling, Risk Management, Relationship Management, Customer Service, Wealth Management, Portfolio Management, Retirement Planning, Investments, Coaching, Uniform Combined State...
Education
University of Florida 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
College of Central Florida 2003 — 2004
Associate of Arts (A.A.), Business Administration and Management, General, A
Bank of America January 2015 - Present
Currently looking for a job in finance November 2014 - March 2015
Merrill Lynch April 2014 - October 2014
E*TRADE Financial August 2013 - March 2014
E*TRADE Financial February 2007 - August 2013
The Standard May 2000 - November 2002
Skills
Series 7, Leadership, Financial Services, Banking, Management, Securities, Finance, Microsoft Office, salesforce user, Series 63, Series 24, Series 4, Financial Risk, Capital Markets, Equities, Financial Modeling, Risk Management, Relationship Management, Customer Service, Wealth Management, Portfolio Management, Retirement Planning, Investments, Coaching, Uniform Combined State...
Education
University of Florida 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
College of Central Florida 2003 — 2004
Associate of Arts (A.A.), Business Administration and Management, General, A
Jennifer Crawford, CRM Jennifer Crawford, CRM's Bank of America Experience February 2014 - Present
Job Certified Records Manager, Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America February 2014 - Present
Skills
Business Analysis, Management, Risk Management, Program Management, Vendor Management, Governance, Records Management, Business Process, IT Strategy, Project Portfolio..., Business Intelligence, Process Improvement, Business Process..., Transition Management, Policy Writing, Banking, Information Management, Relationship Management, Outsourcing, Compliance, Financial Services, Vendors, Vendor Relations, Global Strategy &..., Data Management, Data Governance, Metadata Modeling, Enterprise Software, Project Management, Leadership, Strategic Planning, Change Management, SDLC
Education
Stanford University
Strategic Decision and Risk Management Certificate (in progress)
University of Washington
Master of Music candidate
College of Charleston
Bachelor of Arts (B.A.)
Bank of America February 2014 - Present
Skills
Business Analysis, Management, Risk Management, Program Management, Vendor Management, Governance, Records Management, Business Process, IT Strategy, Project Portfolio..., Business Intelligence, Process Improvement, Business Process..., Transition Management, Policy Writing, Banking, Information Management, Relationship Management, Outsourcing, Compliance, Financial Services, Vendors, Vendor Relations, Global Strategy &..., Data Management, Data Governance, Metadata Modeling, Enterprise Software, Project Management, Leadership, Strategic Planning, Change Management, SDLC
Education
Stanford University
Strategic Decision and Risk Management Certificate (in progress)
University of Washington
Master of Music candidate
College of Charleston
Bachelor of Arts (B.A.)
Janira Pelmore Janira Pelmore's Bank of America Experience April 2012 - January 2013
Job Concierge at Silvercar
Industry Accounting
Experience
Silvercar June 2014 - Present
LeadQual, LLC June 2013 - June 2014
Landmark Event Staffing Services Inc November 2012 - November 2013
Bank of America April 2012 - January 2013
Ross January 2012 - December 2012
Starbucks August 2010 - October 2011
CA Great America October 2008 - November 2010
Skills
Time Management, Data Entry, Customer Service, Food & Beverage, Retail, Sales, Food, Advertising, Human Resources, Wine, Process Improvement, Research, Inventory Management, Customer Satisfaction, Social Media, Leadership, Outlook, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Social Networking, Microsoft Office, Team Leadership, Access, Supervisory Skills, Coaching, Marketing, Facebook, Employee Training, Hospitality, Data Analysis, Inventory Control, Administration, Profit, Public Relations, Analysis, Pricing, Security, Office Management, Administrative..., Cold Calling, Loss Prevention, Food Service, Windows, Telephone Skills, Call Centers, Merchandising, Leadership Development, Account Management
Education
College of Alameda 2012 — 2013
Warehouse Operations and Forklift Certification, OHSA, Warehouse Operations, Forklift and Safety, HazMat Safety Certificate
John F. Kennedy High School 2007 — 2010
High School Diploma
Silvercar June 2014 - Present
LeadQual, LLC June 2013 - June 2014
Landmark Event Staffing Services Inc November 2012 - November 2013
Bank of America April 2012 - January 2013
Ross January 2012 - December 2012
Starbucks August 2010 - October 2011
CA Great America October 2008 - November 2010
Skills
Time Management, Data Entry, Customer Service, Food & Beverage, Retail, Sales, Food, Advertising, Human Resources, Wine, Process Improvement, Research, Inventory Management, Customer Satisfaction, Social Media, Leadership, Outlook, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Social Networking, Microsoft Office, Team Leadership, Access, Supervisory Skills, Coaching, Marketing, Facebook, Employee Training, Hospitality, Data Analysis, Inventory Control, Administration, Profit, Public Relations, Analysis, Pricing, Security, Office Management, Administrative..., Cold Calling, Loss Prevention, Food Service, Windows, Telephone Skills, Call Centers, Merchandising, Leadership Development, Account Management
Education
College of Alameda 2012 — 2013
Warehouse Operations and Forklift Certification, OHSA, Warehouse Operations, Forklift and Safety, HazMat Safety Certificate
John F. Kennedy High School 2007 — 2010
High School Diploma
Christi Wickliffe-Bessinger's Bank of America Experience November 2001 - December 2005
Job Experienced marketing and public relations professional actively seeking employment in the Grand Strand area.
Industry Marketing and Advertising
Experience
Tidelands Health October 2011 - September 2015
Creative Consultants Group March 2011 - October 2011
Beach First National Bank December 2005 - October 2010
Bank of America November 2001 - December 2005
Skills
Advertising, Marketing, Social Media Marketing, Event Planning, Planning & Execution of..., InDesign, Computer-savvy, Graphic Design, Collateral Writing, Writing, Promotional Copy, Promotions, Public Relations, Composing Press Releases, Community Marketing, Retail Banking, Hospitality Industry, Human Resources, Photoshop, Copy Editing, Management, Facebook, Newsletters, Event Management, Social Media, Customer Service, Marketing Strategy, Social Networking, Marketing Communications, Press Releases
Education
College of Charleston 1996 — 2001
Bachelor of Arts (BA), Communication and Media Studies
Wade Hampton High School (Hampton, SC) 1988 — 1992
High School
Tidelands Health October 2011 - September 2015
Creative Consultants Group March 2011 - October 2011
Beach First National Bank December 2005 - October 2010
Bank of America November 2001 - December 2005
Skills
Advertising, Marketing, Social Media Marketing, Event Planning, Planning & Execution of..., InDesign, Computer-savvy, Graphic Design, Collateral Writing, Writing, Promotional Copy, Promotions, Public Relations, Composing Press Releases, Community Marketing, Retail Banking, Hospitality Industry, Human Resources, Photoshop, Copy Editing, Management, Facebook, Newsletters, Event Management, Social Media, Customer Service, Marketing Strategy, Social Networking, Marketing Communications, Press Releases
Education
College of Charleston 1996 — 2001
Bachelor of Arts (BA), Communication and Media Studies
Wade Hampton High School (Hampton, SC) 1988 — 1992
High School
Beth Simmons Beth Simmons's Bank of America Experience July 2010 - Present
Job SVP, Learning & Leadership Development at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bank of America July 2004 - July 2010
The Coca-Cola Company November 2000 - June 2004
North Carolina Bar Association March 1999 - November 2000
Skills
Performance Management, Talent Management, Employee Engagement, Human Resources, Leadership, Personnel Management, Leadership Development, Program Management, Management, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Strategic Planning, Integration, Project Planning, Governance, Executive Management, Process Improvement, Vendor Management
Education
University of South Carolina-Columbia 1993 — 1995
Master of Public Administration (MPA)
College of Charleston 1990 — 1993
Bachelor's degree, Political Science
Bank of America July 2010 - Present
Bank of America July 2004 - July 2010
The Coca-Cola Company November 2000 - June 2004
North Carolina Bar Association March 1999 - November 2000
Skills
Performance Management, Talent Management, Employee Engagement, Human Resources, Leadership, Personnel Management, Leadership Development, Program Management, Management, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Strategic Planning, Integration, Project Planning, Governance, Executive Management, Process Improvement, Vendor Management
Education
University of South Carolina-Columbia 1993 — 1995
Master of Public Administration (MPA)
College of Charleston 1990 — 1993
Bachelor's degree, Political Science
Jany Ly Jany Ly's Bank of America Experience January 2007 - May 2007
Job Commercial Lines Account Manager
Industry Insurance
Experience
David E. Quan Insurance Agency October 2013 - Present
MYX TV May 2011 - August 2012
David E. Quan Agency March 2002 - January 2011
Bank of America January 2007 - May 2007
Skills
Final Cut Pro, Video Production, Broadcast, Video Editing, Television, Film Production, Video, Camera, Film, Premiere, New Media, Broadcast Television, Multimedia, Post Production
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (BA), Radio and Television Broadcasting Technology/Technician
College of Alameda
David E. Quan Insurance Agency October 2013 - Present
MYX TV May 2011 - August 2012
David E. Quan Agency March 2002 - January 2011
Bank of America January 2007 - May 2007
Skills
Final Cut Pro, Video Production, Broadcast, Video Editing, Television, Film Production, Video, Camera, Film, Premiere, New Media, Broadcast Television, Multimedia, Post Production
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (BA), Radio and Television Broadcasting Technology/Technician
College of Alameda
Kathleen Reinert Kathleen Reinert's Bank of America Experience June 1991 - May 2001
Job Loan Consultant, NMLSR ID:404262 Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2006 - Present
Washington Mutual Bank May 2001 - May 2006
Bank of America June 1991 - May 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Refinance, Credit, VA loans, FHA financing, Banking, Residential Mortgages, USDA, Government Loans, Consumer Lending, Commercial Lending, Small Business Lending, Foreclosures, Real Estate, Sellers, First Time Home Buyers, Reverse Mortgages, Investment Properties, VA Loans, FHA Financing
Education
University of Phoenix 1996 — 1999
Business
College for Financial Planning 1986 — 1986
Licensed Paraplanner, Individual Financial Planning
Wells Fargo Bank May 2006 - Present
Washington Mutual Bank May 2001 - May 2006
Bank of America June 1991 - May 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Refinance, Credit, VA loans, FHA financing, Banking, Residential Mortgages, USDA, Government Loans, Consumer Lending, Commercial Lending, Small Business Lending, Foreclosures, Real Estate, Sellers, First Time Home Buyers, Reverse Mortgages, Investment Properties, VA Loans, FHA Financing
Education
University of Phoenix 1996 — 1999
Business
College for Financial Planning 1986 — 1986
Licensed Paraplanner, Individual Financial Planning
Eric Mager's Bank of America Experience November 2009 - March 2012
Job Director of Financial and Performance Analysis at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC May 2014 - Present
Citi March 2012 - May 2014
Bank of America November 2009 - March 2012
Bank of America November 2007 - November 2009
HSBC January 2006 - November 2007
Skills
Excel, SAS, SQL, Credit Risk, Loss Forecasting, Financial Analysis, Business Analysis, Financial Forecasting, Team Management, Statistical Data..., Regression Analysis, Logistic Regression, Written & Oral..., Cross-functional Team..., ROI Strategies, NPV, Forecasting, Credit, Portfolio Management, Microsoft Excel
Education
University of South Carolina-Columbia 2004 — 2006
Master of Arts (M.A.), Economics
College of Charleston 2000 — 2004
Bachelor of Science (B.S.), Economics
Movement Mortgage, LLC May 2014 - Present
Citi March 2012 - May 2014
Bank of America November 2009 - March 2012
Bank of America November 2007 - November 2009
HSBC January 2006 - November 2007
Skills
Excel, SAS, SQL, Credit Risk, Loss Forecasting, Financial Analysis, Business Analysis, Financial Forecasting, Team Management, Statistical Data..., Regression Analysis, Logistic Regression, Written & Oral..., Cross-functional Team..., ROI Strategies, NPV, Forecasting, Credit, Portfolio Management, Microsoft Excel
Education
University of South Carolina-Columbia 2004 — 2006
Master of Arts (M.A.), Economics
College of Charleston 2000 — 2004
Bachelor of Science (B.S.), Economics
Frances Ma Frances Ma's Bank of America Experience July 2014 - Present
Job Vice President Consumer Market Manager
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of America January 1999 - June 2014
Skills
Bilingual, Cantonese, Banking, Management, Loans, Portfolio Management, Finance, Retail Banking, Commercial Banking, Cross Selling, Customer Service, Small Business Lending, Mortgage Lending, Leadership, Branch Banking
Education
College of Alameda
Finance and Financial Management Services
Bank of America July 2014 - Present
Bank of America January 1999 - June 2014
Skills
Bilingual, Cantonese, Banking, Management, Loans, Portfolio Management, Finance, Retail Banking, Commercial Banking, Cross Selling, Customer Service, Small Business Lending, Mortgage Lending, Leadership, Branch Banking
Education
College of Alameda
Finance and Financial Management Services
Lauren Borghese-Lindgren Lauren Borghese-Lindgren's Bank of America Experience 2010 - 2010
Job Student at Interior Designers Institute
Industry
Experience
PNC 2010 - 2012
Bank of America 2010 - 2010
Kondaur Capital Corporation 2008 - 2010
WaMu 2007 - 2008
Southstar Funding July 2005 - April 2007
HMIC 2004 - 2005
Expanded Mortgage Credit 2001 - 2004
BNC Mortgage 1998 - 2000
Saxon Mortgage 1993 - 1998
HomeShelter 1992 - 1993
Skills
Mortgage Lending, Interior Design, Wholesale Banking, Wholesale, Loans, Asset Management, Credit, Real Estate, Underwriting, Real Estate Economics, First Time Home Buyers, Foreclosures, Investment Properties, Refinance, Residential Mortgages, FHA, Real Estate Financing
Education
Interior Designers Institute 2012 — 2015
College of Central Florida 1976 — 1978
Liberal Arts and Sciences/Liberal Studies
Forest High School
PNC 2010 - 2012
Bank of America 2010 - 2010
Kondaur Capital Corporation 2008 - 2010
WaMu 2007 - 2008
Southstar Funding July 2005 - April 2007
HMIC 2004 - 2005
Expanded Mortgage Credit 2001 - 2004
BNC Mortgage 1998 - 2000
Saxon Mortgage 1993 - 1998
HomeShelter 1992 - 1993
Skills
Mortgage Lending, Interior Design, Wholesale Banking, Wholesale, Loans, Asset Management, Credit, Real Estate, Underwriting, Real Estate Economics, First Time Home Buyers, Foreclosures, Investment Properties, Refinance, Residential Mortgages, FHA, Real Estate Financing
Education
Interior Designers Institute 2012 — 2015
College of Central Florida 1976 — 1978
Liberal Arts and Sciences/Liberal Studies
Forest High School
Allison Yankech Allison Yankech's Bank of America Experience October 2014 - Present
Job Learning and Leadership Development professional at Bank of America
Industry Program Development
Experience
Bank of America October 2014 - Present
Bank of America November 2011 - Present
Bank of America November 2010 - November 2011
Bank of America August 2008 - November 2010
Bank of America June 2006 - August 2008
Bank of America January 2005 - June 2006
Bank of America March 2002 - January 2004
Bank of America August 1998 - March 2002
Skills
Performance Consulting, Leadership Development, Cross-functional Team..., Leadership, Project Planning, Training, Strategy, Process Improvement, Management, Executive Coaching, Career Development, Program Management, Risk Management, Instructional Design, Change Management, Six Sigma, Banking, Coaching, Organizational..., Performance Management
Education
College of Charleston
Winthrop Univesity
BA, Psychology
Bank of America October 2014 - Present
Bank of America November 2011 - Present
Bank of America November 2010 - November 2011
Bank of America August 2008 - November 2010
Bank of America June 2006 - August 2008
Bank of America January 2005 - June 2006
Bank of America March 2002 - January 2004
Bank of America August 1998 - March 2002
Skills
Performance Consulting, Leadership Development, Cross-functional Team..., Leadership, Project Planning, Training, Strategy, Process Improvement, Management, Executive Coaching, Career Development, Program Management, Risk Management, Instructional Design, Change Management, Six Sigma, Banking, Coaching, Organizational..., Performance Management
Education
College of Charleston
Winthrop Univesity
BA, Psychology
Mo Jammal Mo Jammal's Bank of America Experience March 2011 - April 2014
Job VP Healthcare Profession Group at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2015 - Present
MEUS Consulting Inc March 2012 - March 2015
Bank of America March 2011 - April 2014
JPMorgan Chase July 2007 - March 2011
Jos. A. Bank Clothiers August 2004 - July 2007
Skills
Portfolio Management, Credit, Small Business Lending, Banking, Loans, Lines Of Credit, Financial Analysis, Customer Relations, Strategic Planning, Customer Service, Cross Selling, Retail, Team Building, Coaching, Budgeting, Sales Management, Microsoft Office, Accounting, Negotiation, New Business Development, Small Business, Problem Solving, Financial Management, Business Strategy, Managerial Finance, Consumer Lending, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Treasury Management, Relationship Management, Financial Planning, Financial Services
Education
College of Business 2002 — 2004
MBA, Business
Oklahoma City University 2001 — 2001
Master of Business Administration (MBA), MBA
Lebanese University 1996 — 2000
BS, Accounting & Finance
Comerica Bank April 2015 - Present
MEUS Consulting Inc March 2012 - March 2015
Bank of America March 2011 - April 2014
JPMorgan Chase July 2007 - March 2011
Jos. A. Bank Clothiers August 2004 - July 2007
Skills
Portfolio Management, Credit, Small Business Lending, Banking, Loans, Lines Of Credit, Financial Analysis, Customer Relations, Strategic Planning, Customer Service, Cross Selling, Retail, Team Building, Coaching, Budgeting, Sales Management, Microsoft Office, Accounting, Negotiation, New Business Development, Small Business, Problem Solving, Financial Management, Business Strategy, Managerial Finance, Consumer Lending, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Treasury Management, Relationship Management, Financial Planning, Financial Services
Education
College of Business 2002 — 2004
MBA, Business
Oklahoma City University 2001 — 2001
Master of Business Administration (MBA), MBA
Lebanese University 1996 — 2000
BS, Accounting & Finance
Rupert Croker Poole Rupert Croker Poole's Bank of America Experience December 2008 - May 2015
Job Senior Business Analyst at StoneLaurel
Industry Financial Services
Experience
StoneLaurel May 2015 - Present
Bank of America December 2008 - May 2015
QuintEvents 2008 - 2008
HSBC, Decision One Mortgage 2004 - 2007
Seurat Company August 2000 - 2003
Slicker 1998 - 2000
A World of Difference, Inc. 1996 - 1998
The Veritable Creperie 1992 - 1992
Front Page Pubs Ltd. 1989 - 1991
Bonaventure Caterers 1987 - 1988
Skills
Web Analytics, Marketing Strategy, Product Management, Online Marketing, Digital Strategy, Digital Marketing, E-commerce, Project Management, Strategy, Marketing, Lead Generation, Advertising, Email Marketing, Management, Program Management, Business Strategy, Analysis, Banking, Analytics, Online Advertising, Business Analysis, Process Improvement
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business, Marketing
College of Charleston 1994 — 1998
BA, Art History
Harrow
StoneLaurel May 2015 - Present
Bank of America December 2008 - May 2015
QuintEvents 2008 - 2008
HSBC, Decision One Mortgage 2004 - 2007
Seurat Company August 2000 - 2003
Slicker 1998 - 2000
A World of Difference, Inc. 1996 - 1998
The Veritable Creperie 1992 - 1992
Front Page Pubs Ltd. 1989 - 1991
Bonaventure Caterers 1987 - 1988
Skills
Web Analytics, Marketing Strategy, Product Management, Online Marketing, Digital Strategy, Digital Marketing, E-commerce, Project Management, Strategy, Marketing, Lead Generation, Advertising, Email Marketing, Management, Program Management, Business Strategy, Analysis, Banking, Analytics, Online Advertising, Business Analysis, Process Improvement
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business, Marketing
College of Charleston 1994 — 1998
BA, Art History
Harrow
Caroline Lesesne's Bank of America Experience June 1987 - May 2009
Job SVP | Private Banker at South State Bank
Industry Banking
Experience
South State Bank May 2009 - Present
Bank of America June 1987 - May 2009
Education
College of Charleston 1983 — 1987
Bachelor of Arts (BA), Biology, General
Ashley Hall School 1975 — 1983
High School Graduate
South State Bank May 2009 - Present
Bank of America June 1987 - May 2009
Education
College of Charleston 1983 — 1987
Bachelor of Arts (BA), Biology, General
Ashley Hall School 1975 — 1983
High School Graduate
Chris Reynolds Chris Reynolds's Bank of America Experience September 2011 - May 2014
Job Regional Manager, Business Development at Oracle
Industry Computer Software
Experience
Oracle June 2015 - Present
Oracle May 2014 - May 2015
Bank of America September 2011 - May 2014
Bank of America April 2011 - September 2011
Bank of America October 2009 - April 2011
Bank of America January 2008 - October 2009
Skills
Financial Risk, Financial Analysis, Portfolio Management, Management, Process Improvement, Microsoft Excel, Analysis, Six Sigma, Customer Service, Vendor Management, Mergers, Project Management, Microsoft Office, Strategic Planning, Building Relationships, PowerPoint, Business Development, Business Process, Microsoft Word, Investments, Business Analysis, Finance, Enterprise Software, Sales, Direct Sales, Primavera P6, Project Portfolio..., Oracle Applications
Education
College of Charleston 2000 — 2005
Accounting / Business, Finance
Oracle June 2015 - Present
Oracle May 2014 - May 2015
Bank of America September 2011 - May 2014
Bank of America April 2011 - September 2011
Bank of America October 2009 - April 2011
Bank of America January 2008 - October 2009
Skills
Financial Risk, Financial Analysis, Portfolio Management, Management, Process Improvement, Microsoft Excel, Analysis, Six Sigma, Customer Service, Vendor Management, Mergers, Project Management, Microsoft Office, Strategic Planning, Building Relationships, PowerPoint, Business Development, Business Process, Microsoft Word, Investments, Business Analysis, Finance, Enterprise Software, Sales, Direct Sales, Primavera P6, Project Portfolio..., Oracle Applications
Education
College of Charleston 2000 — 2005
Accounting / Business, Finance
Thomas Lombardi, Jr Thomas Lombardi, Jr's Bank of America Experience January 2005 - August 2006
Job Ecommerce CEO focused on data my team of superstars
Industry Internet
Experience
LiftIn.com July 2015 - Present
AirportParkingReservations.com February 2011 - Present
ParkSleepFly.com July 2012 - Present
West Partners January 2008 - January 2011
Bank of America January 2005 - August 2006
Bank of America January 2002 - January 2005
Bank of America May 2001 - January 2002
Morgan Stanley January 2000 - May 2000
Skills
E-commerce, Financial Modeling, Due Diligence, Mergers, Deal Sourcing, Private Equity, Investment Banking, Acquisition Analysis, SEO, Online Advertising, PPC Bid Management, Website Monetization, Start-up Consulting, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Business Valuation, Valuation, Investments, Acquisitions, Analytics, Equities, Management, Structured Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Finance
College of Charleston 1997 — 2001
B.S., School of Business and Economics
Cogninchaug HS 1994 — 1997
LiftIn.com July 2015 - Present
AirportParkingReservations.com February 2011 - Present
ParkSleepFly.com July 2012 - Present
West Partners January 2008 - January 2011
Bank of America January 2005 - August 2006
Bank of America January 2002 - January 2005
Bank of America May 2001 - January 2002
Morgan Stanley January 2000 - May 2000
Skills
E-commerce, Financial Modeling, Due Diligence, Mergers, Deal Sourcing, Private Equity, Investment Banking, Acquisition Analysis, SEO, Online Advertising, PPC Bid Management, Website Monetization, Start-up Consulting, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Business Valuation, Valuation, Investments, Acquisitions, Analytics, Equities, Management, Structured Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Finance
College of Charleston 1997 — 2001
B.S., School of Business and Economics
Cogninchaug HS 1994 — 1997
Richard Ashe Richard Ashe's Bank of America Experience May 2005 - August 2005
Job ...shaping healthcare systems to deliver highquality, timely care.
Industry Hospital & Health Care
Experience
Premier, Inc August 2015 - Present
LifePoint Hospitals September 2013 - July 2015
LifePoint Hospitals January 2013 - September 2013
Novant Health March 2011 - December 2012
Aon Hewitt July 2009 - March 2011
GMAC Insurance June 2006 - July 2009
Bank of America May 2005 - August 2005
Charleston County EMS 2002 - 2003
Wake County EMS May 2000 - November 2002
Skills
Process Improvement, Six Sigma, Lean Transformation, Theory of Constraints, Business Process..., CRM, Quality Assurance, Project Management, Training, Operations Management, Strategic Planning, Analysis, Management, Leadership, Integration, Access, Outsourcing, Budgets, Continuous Improvement, Business Process
Education
College of Charleston 2002 — 2006
Bachelor of Science in Business Administration, Financial and Statistical Analysis
Wake Technical Community College 1999 — 2001
AAS, Emergency Medicine
Premier, Inc August 2015 - Present
LifePoint Hospitals September 2013 - July 2015
LifePoint Hospitals January 2013 - September 2013
Novant Health March 2011 - December 2012
Aon Hewitt July 2009 - March 2011
GMAC Insurance June 2006 - July 2009
Bank of America May 2005 - August 2005
Charleston County EMS 2002 - 2003
Wake County EMS May 2000 - November 2002
Skills
Process Improvement, Six Sigma, Lean Transformation, Theory of Constraints, Business Process..., CRM, Quality Assurance, Project Management, Training, Operations Management, Strategic Planning, Analysis, Management, Leadership, Integration, Access, Outsourcing, Budgets, Continuous Improvement, Business Process
Education
College of Charleston 2002 — 2006
Bachelor of Science in Business Administration, Financial and Statistical Analysis
Wake Technical Community College 1999 — 2001
AAS, Emergency Medicine
Melissa Capauno Melissa Capauno's Bank of America Experience 2000 - 2004
Job Assistant at Diversified Resources, LLC
Industry Financial Services
Experience
Diversified Resources, LLC 2008 - Present
NAKOWICZ FINANCIAL SERVICES, INC. January 2008 - April 2009
Bank of America 2000 - 2004
Skills
Microsoft Office, Microsoft Excel, HTML, Access, PowerPoint, Windows, Microsoft Word, Customer Service, Databases, Project Management, Outlook, Research, Data Analysis, Photoshop, Banking
Education
College for Financial Planning 2013 — 2014
Registered Paraplanner, Foundations in Financial Planning
New England Institute of Technology 2000 — 2002
Associate's degree, Computer Science
Diversified Resources, LLC 2008 - Present
NAKOWICZ FINANCIAL SERVICES, INC. January 2008 - April 2009
Bank of America 2000 - 2004
Skills
Microsoft Office, Microsoft Excel, HTML, Access, PowerPoint, Windows, Microsoft Word, Customer Service, Databases, Project Management, Outlook, Research, Data Analysis, Photoshop, Banking
Education
College for Financial Planning 2013 — 2014
Registered Paraplanner, Foundations in Financial Planning
New England Institute of Technology 2000 — 2002
Associate's degree, Computer Science
Paul Stam Paul Stam's Bank of America Experience January 2000 - June 2005
Job Executive Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Langford Press April 2012 - Present
Golden Gate University School of Law September 2005 - Present
Morgan Stanley Private Wealth Management June 2005 - Present
Bank of America January 2000 - June 2005
South Coast Repertory 2001 - 2005
Kring & Brown September 1993 - January 2000
Chase, Rotchford, Drukker & Bogust December 1991 - September 1993
Skills
Estate Planning, Financial Planning, Tax, Succession Planning, Series 7, Series 24, Series 63, Wealth Management, Securities, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investments, Trusts, Wealth, Finance, Asset Management, Litigation
Education
College for Financial Planning 2002 — 2004
MS, Master of Science - Financial Planning
Golden Gate University, School of Law 1998 — 1999
LL.M. (with honors), Master of Laws - Taxation
Western State University College of Law 1987 — 1991
JD (cum laude), Law
University of California, Irvine 1983 — 1987
Bachelor of Arts, English
Langford Press April 2012 - Present
Golden Gate University School of Law September 2005 - Present
Morgan Stanley Private Wealth Management June 2005 - Present
Bank of America January 2000 - June 2005
South Coast Repertory 2001 - 2005
Kring & Brown September 1993 - January 2000
Chase, Rotchford, Drukker & Bogust December 1991 - September 1993
Skills
Estate Planning, Financial Planning, Tax, Succession Planning, Series 7, Series 24, Series 63, Wealth Management, Securities, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investments, Trusts, Wealth, Finance, Asset Management, Litigation
Education
College for Financial Planning 2002 — 2004
MS, Master of Science - Financial Planning
Golden Gate University, School of Law 1998 — 1999
LL.M. (with honors), Master of Laws - Taxation
Western State University College of Law 1987 — 1991
JD (cum laude), Law
University of California, Irvine 1983 — 1987
Bachelor of Arts, English
Charles Gubman's Bank of America Experience September 2010 - June 2011
Job Legal & General Investment Management America
Industry Financial Services
Experience
Legal & General Investment Management America June 2015 - Present
SS&C Technologies 2012 - June 2015
Bank of America September 2010 - June 2011
AlphaMetrix, LLC November 2009 - August 2010
MSC Mediterranean Shipping Co. S.A. May 2007 - November 2009
Skills
Fixed Income, Risk Management, Trading, Derivatives, Bloomberg Terminal, Business Analysis, Project Management, Vendor Management, MBS, Requirements Gathering, SWIFT messaging, Trace, Relational Databases, G/L Reconciliations, Unix, Microsoft SQL Server, Middle Office, Analysis, Banking, FIX, DTC, Futures, Options, Interest Rate Swaps, TRS, VBA, Financial Analysis, Fixed Income Technology
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance
College of Charleston 2003 — 2007
BS, International Business; Minor(s) in Spanish; Latin American & Caribbean Studies
New Trier High School 1999 — 2003
Legal & General Investment Management America June 2015 - Present
SS&C Technologies 2012 - June 2015
Bank of America September 2010 - June 2011
AlphaMetrix, LLC November 2009 - August 2010
MSC Mediterranean Shipping Co. S.A. May 2007 - November 2009
Skills
Fixed Income, Risk Management, Trading, Derivatives, Bloomberg Terminal, Business Analysis, Project Management, Vendor Management, MBS, Requirements Gathering, SWIFT messaging, Trace, Relational Databases, G/L Reconciliations, Unix, Microsoft SQL Server, Middle Office, Analysis, Banking, FIX, DTC, Futures, Options, Interest Rate Swaps, TRS, VBA, Financial Analysis, Fixed Income Technology
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance
College of Charleston 2003 — 2007
BS, International Business; Minor(s) in Spanish; Latin American & Caribbean Studies
New Trier High School 1999 — 2003
Andre Vance Andre Vance's Bank of America Experience August 1997 - November 1999
Job Business Professional/Retail Manager
Industry Human Resources
Experience
Wal-Mart November 2008 - March 2011
Placement Pros July 2007 - October 2007
Safeco Insurance September 2002 - April 2006
Enterprise Rent-A-Car November 1999 - June 2002
Bank of America August 1997 - November 1999
Skills
Microsoft Office, Accounting, Adobe Acrobat, Research, HR Policies, Human Relations, Team Management, Team Oriented, Management, Human Resources, Training, Customer Satisfaction
Education
California State University, East Bay 2012 — 2014
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, 3.0
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Social Sciences
Wal-Mart November 2008 - March 2011
Placement Pros July 2007 - October 2007
Safeco Insurance September 2002 - April 2006
Enterprise Rent-A-Car November 1999 - June 2002
Bank of America August 1997 - November 1999
Skills
Microsoft Office, Accounting, Adobe Acrobat, Research, HR Policies, Human Relations, Team Management, Team Oriented, Management, Human Resources, Training, Customer Satisfaction
Education
California State University, East Bay 2012 — 2014
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, 3.0
College of Alameda 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Social Sciences
Blaise Heltai Blaise Heltai's Bank of America Experience March 2004 - December 2004
Job Chairman of the Board and Chief Innovation Officer at Apex Technology Group
Industry Information Technology and Services
Experience
Apex Technology Group March 2014 - Present
genus2 Technology January 2008 - December 2014
NewVantage Partners March 2005 - December 2013
MITX 2003 - 2006
Bank of America March 2004 - December 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1999 - 2003
FileTrust January 2000 - January 2002
FleetBoston Financial 1996 - 1999
AT&T Consumer Products (Lucent) 1992 - 1995
Skills
Product Development, Market Research, Strategic Planning, Financial Services, Analytics, Data Mining, Business Intelligence, Technology, Leadership, Change Agent, Sees the Big Picture, Innovation Management, Team Mentoring, Technology Leadership, Collaboration, Software, Healthcare, Start-ups, Strategy, IT Strategy, Management, Management Consulting, Segmentation, CRM, Digital Strategy, Direct Marketing, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Integrated Marketing, Business Process, Analysis, Project Management, Big Data, Product Management, Business Strategy, Enterprise Software, Consulting
Education
Stony Brook University 1979 — 1984
Ph.D.
Indiana University Bloomington 1976 — 1978
Master of Science (MS)
College of Charleston 1971 — 1976
BS
Apex Technology Group March 2014 - Present
genus2 Technology January 2008 - December 2014
NewVantage Partners March 2005 - December 2013
MITX 2003 - 2006
Bank of America March 2004 - December 2004
FleetBoston Financial 2003 - 2004
FleetBoston Financial 1999 - 2003
FileTrust January 2000 - January 2002
FleetBoston Financial 1996 - 1999
AT&T Consumer Products (Lucent) 1992 - 1995
Skills
Product Development, Market Research, Strategic Planning, Financial Services, Analytics, Data Mining, Business Intelligence, Technology, Leadership, Change Agent, Sees the Big Picture, Innovation Management, Team Mentoring, Technology Leadership, Collaboration, Software, Healthcare, Start-ups, Strategy, IT Strategy, Management, Management Consulting, Segmentation, CRM, Digital Strategy, Direct Marketing, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Integrated Marketing, Business Process, Analysis, Project Management, Big Data, Product Management, Business Strategy, Enterprise Software, Consulting
Education
Stony Brook University 1979 — 1984
Ph.D.
Indiana University Bloomington 1976 — 1978
Master of Science (MS)
College of Charleston 1971 — 1976
BS
Cintron Shiver Cintron Shiver's Bank of America Experience June 2014 - Present
Job Innovative Business Operations and Service Manager
Industry Banking
Experience
Bank of America June 2014 - Present
Celebrity Cruises, Inc. January 2014 - April 2014
PSAV March 2011 - January 2014
C. Elite, LLC March 2009 - January 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Merrill Lynch December 2006 - November 2009
Merrill Lynch May 2006 - December 2006
Rock Crest Investments, LLC Marietta, GA February 2006 - May 2006
Skills
Event Planning, Negotiation, Marketing, CRM, Critical Thinking, Customer Service, Budgets, Sales, Team Building, Strategic Planning, Management, Process Improvement, Strategy, Leadership, Training, Event Management, Call Centers, Research, PowerPoint, Hotels, Public Speaking, Microsoft Office, Analysis, Time Management, Problem Solving, Coaching, Microsoft Excel
Education
College of Charleston
B.S, Business Administration
College of Charleston
B.S, Accounting
Webster University
Master of Business Administration (M.B.A.), Organizational Leadership
Bank of America June 2014 - Present
Celebrity Cruises, Inc. January 2014 - April 2014
PSAV March 2011 - January 2014
C. Elite, LLC March 2009 - January 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Merrill Lynch December 2006 - November 2009
Merrill Lynch May 2006 - December 2006
Rock Crest Investments, LLC Marietta, GA February 2006 - May 2006
Skills
Event Planning, Negotiation, Marketing, CRM, Critical Thinking, Customer Service, Budgets, Sales, Team Building, Strategic Planning, Management, Process Improvement, Strategy, Leadership, Training, Event Management, Call Centers, Research, PowerPoint, Hotels, Public Speaking, Microsoft Office, Analysis, Time Management, Problem Solving, Coaching, Microsoft Excel
Education
College of Charleston
B.S, Business Administration
College of Charleston
B.S, Accounting
Webster University
Master of Business Administration (M.B.A.), Organizational Leadership
Brittany Strother's Bank of America Experience February 2011 - August 2012
Job Sales and Marketing Support Coordinator at Sealoflex, Inc.
Industry Marketing and Advertising
Experience
Sealoflex, Inc. June 2014 - Present
South Carolina Hydrogen & Fuel Cell Alliance October 2012 - October 2014
Bank of America February 2011 - August 2012
Skills
Management, Event Planning, Sales, Project Management, Customer Service, Microsoft Office, Nonprofits, Community Outreach, Marketing, Leadership, Program Development, Program Management, Microsoft Excel, Social Networking, Risk Management, PowerPoint, Public Speaking, Microsoft Word, Networking, Banking, Event Management, Research, Public Relations, Marketing Communications, CRM, Strategic Planning, Customer Satisfaction, Design, Graphic Design, Adobe Creative Suite, New Business Development, Budgets, Market Research, Contract Negotiation, Social Media Marketing, Time Management, Teamwork, Competitive Analysis, Advertising, Sales Operations, SEO, B2B, Project Planning, Product Development, Social Media, Marketing Strategy, Team Building, Account Management, Sales Management, Facebook
Education
The Citadel
Master of Business Administration (MBA)
Midlands Technical College 2011 — 2012
Paralegal Certificate, Paralegal Studies
College of Charleston 2006 — 2010
Bachelor of Science (B.S.), Psychology
Sealoflex, Inc. June 2014 - Present
South Carolina Hydrogen & Fuel Cell Alliance October 2012 - October 2014
Bank of America February 2011 - August 2012
Skills
Management, Event Planning, Sales, Project Management, Customer Service, Microsoft Office, Nonprofits, Community Outreach, Marketing, Leadership, Program Development, Program Management, Microsoft Excel, Social Networking, Risk Management, PowerPoint, Public Speaking, Microsoft Word, Networking, Banking, Event Management, Research, Public Relations, Marketing Communications, CRM, Strategic Planning, Customer Satisfaction, Design, Graphic Design, Adobe Creative Suite, New Business Development, Budgets, Market Research, Contract Negotiation, Social Media Marketing, Time Management, Teamwork, Competitive Analysis, Advertising, Sales Operations, SEO, B2B, Project Planning, Product Development, Social Media, Marketing Strategy, Team Building, Account Management, Sales Management, Facebook
Education
The Citadel
Master of Business Administration (MBA)
Midlands Technical College 2011 — 2012
Paralegal Certificate, Paralegal Studies
College of Charleston 2006 — 2010
Bachelor of Science (B.S.), Psychology
Ashley (Baxter) Byerly's Bank of America Experience September 2012 - Present
Job AVP, Business Support Manager Centralized Sales at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America January 2011 - October 2012
Bank of America 2008 - October 2011
Countrywide August 2007 - 2008
Countrywide 2001 - 2008
Countrywide January 2004 - July 2007
Countrywide January 2003 - January 2004
Skills
Banking, Business Development, Coaching, Corporate Communications, Credit, Customer Service, Finance, Financial Analysis, Leadership, Loans, Management, Marketing, Mortgage Lending, Operations Management, Process Improvement, Program Management, Public Relations, Risk Management, Sales, Strategic Planning, Strategy, Team Building, Vendor Management
Education
University of Central Oklahoma - College of Business Administration 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Bank of America September 2012 - Present
Bank of America January 2011 - October 2012
Bank of America 2008 - October 2011
Countrywide August 2007 - 2008
Countrywide 2001 - 2008
Countrywide January 2004 - July 2007
Countrywide January 2003 - January 2004
Skills
Banking, Business Development, Coaching, Corporate Communications, Credit, Customer Service, Finance, Financial Analysis, Leadership, Loans, Management, Marketing, Mortgage Lending, Operations Management, Process Improvement, Program Management, Public Relations, Risk Management, Sales, Strategic Planning, Strategy, Team Building, Vendor Management
Education
University of Central Oklahoma - College of Business Administration 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Chanele Jackson Chanele Jackson's Bank of America Experience 2001 - 2004
Job
Industry Financial Services
Experience
Wells Fargo Financial 2010 - Present
National Association of Black Accountants (NABA) 2007 - 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1993 - 1997
Skills
Executive Dashboards, Business Process..., Strategy Development, Risk Management, Program Management, Strategy, Strategic Planning, Change Management
Education
Queens University of Charlotte
Executive MBA, Decision Strategy, Managerial Accounting, Finance, Management Systems, Competitive Marketing
University of North Carolina at Charlotte
Process Management Certificate, Process Management with Balance Sheet Management
University of North Carolina, Charlotte
Process Management, Process Management with Balance Scorecards
College of Charleston
Bachelor of Arts, Business Administration, Finance Concentration
Wells Fargo Financial 2010 - Present
National Association of Black Accountants (NABA) 2007 - 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1993 - 1997
Skills
Executive Dashboards, Business Process..., Strategy Development, Risk Management, Program Management, Strategy, Strategic Planning, Change Management
Education
Queens University of Charlotte
Executive MBA, Decision Strategy, Managerial Accounting, Finance, Management Systems, Competitive Marketing
University of North Carolina at Charlotte
Process Management Certificate, Process Management with Balance Sheet Management
University of North Carolina, Charlotte
Process Management, Process Management with Balance Scorecards
College of Charleston
Bachelor of Arts, Business Administration, Finance Concentration
Deirdre Clayton's Bank of America Experience December 1980 - September 1988
Job Vice President at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank, N.A. July 2004 - Present
Union Bank August 1997 - July 2004
Union Bank March 1995 - August 1997
Union Bank September 1988 - March 1995
Bank of America December 1980 - September 1988
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Retail Banking, Relationship Management, Financial Risk, Private Banking, Bank Secrecy Act
Education
University of Phoenix 2003 — 2005
Bachelor of Science (BS), Business Management
College of Alameda 1980 — 1983
Associate of Arts (AA), Business Administration and Management, General
MUFG Union Bank, N.A. July 2004 - Present
Union Bank August 1997 - July 2004
Union Bank March 1995 - August 1997
Union Bank September 1988 - March 1995
Bank of America December 1980 - September 1988
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Retail Banking, Relationship Management, Financial Risk, Private Banking, Bank Secrecy Act
Education
University of Phoenix 2003 — 2005
Bachelor of Science (BS), Business Management
College of Alameda 1980 — 1983
Associate of Arts (AA), Business Administration and Management, General
Dana Edwards Dana Edwards's Bank of America Experience January 2004 - October 2012
Job Chief Technology Officer at MUFG Union Bank, N.A.
Industry Information Technology and Services
Experience
MUFG Americas October 2012 - Present
Bank of America January 2004 - October 2012
Wachovia Corporation August 1998 - January 2004
Central Piedmont Community College January 1999 - December 1999
Medical University of South Carolina August 1992 - August 1996
Parents Cooperative School January 1994 - December 1994
ECO-Systems, Inc May 1991 - August 1992
Skills
Banking, Mortgage, Insurance, Credit, Portfolio Management, Technology Development, Technology Integration, Mobile Technology, Mergers, Acquisition Integration, Financial Risk, Program Management, Strategy, Executive Management, Mergers & Acquisitions, IT Management, Business Intelligence, E-commerce, Risk Management, Software Development, Integration, Mortgage Lending, Change Management, Finance, Governance, Vendor Management, PMO, Payments, Business Development, Team Building, Business Strategy, Financial Services, Enterprise Architecture, IT Strategy, Product Management, Leadership, Business Analysis, Credit Cards, Analytics, Relationship Management, Internet Banking, Business Process..., SDLC, Process Improvement, Project Portfolio..., Business, Computer Science, SOA, Capital Markets, Retail Banking
Education
Queens University 2003 — 2005
MBA, Business Administration and Management, General
College of Charleston 1989 — 1993
BS, Chemistry
College of Charleston 1989 — 1993
BS, Computer Science
MUFG Americas October 2012 - Present
Bank of America January 2004 - October 2012
Wachovia Corporation August 1998 - January 2004
Central Piedmont Community College January 1999 - December 1999
Medical University of South Carolina August 1992 - August 1996
Parents Cooperative School January 1994 - December 1994
ECO-Systems, Inc May 1991 - August 1992
Skills
Banking, Mortgage, Insurance, Credit, Portfolio Management, Technology Development, Technology Integration, Mobile Technology, Mergers, Acquisition Integration, Financial Risk, Program Management, Strategy, Executive Management, Mergers & Acquisitions, IT Management, Business Intelligence, E-commerce, Risk Management, Software Development, Integration, Mortgage Lending, Change Management, Finance, Governance, Vendor Management, PMO, Payments, Business Development, Team Building, Business Strategy, Financial Services, Enterprise Architecture, IT Strategy, Product Management, Leadership, Business Analysis, Credit Cards, Analytics, Relationship Management, Internet Banking, Business Process..., SDLC, Process Improvement, Project Portfolio..., Business, Computer Science, SOA, Capital Markets, Retail Banking
Education
Queens University 2003 — 2005
MBA, Business Administration and Management, General
College of Charleston 1989 — 1993
BS, Chemistry
College of Charleston 1989 — 1993
BS, Computer Science
Larry Rosenberger Larry Rosenberger's Bank of America Experience April 2010 - June 2011
Job Vice President Building Wealth Service and Support at USAA
Industry Banking
Experience
USAA May 2011 - Present
Bank of America April 2010 - June 2011
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America January 2006 - January 2009
Skills
Investments
Education
College for Financial Planning 1989 — 1990
CFP, Financial Planning
University of Virginia 1982 — 1986
BS, Finance
Lake Braddock High School 1979 — 1982
USAA May 2011 - Present
Bank of America April 2010 - June 2011
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America January 2006 - January 2009
Skills
Investments
Education
College for Financial Planning 1989 — 1990
CFP, Financial Planning
University of Virginia 1982 — 1986
BS, Finance
Lake Braddock High School 1979 — 1982
Mary Langhorne, CFP® Mary Langhorne, CFP®'s Bank of America Experience October 2003 - May 2011
Job CFP® and Owner of MGL Financial LLC
Industry Financial Services
Experience
MGL Financial LLC May 2011 - Present
Bank of America October 2003 - May 2011
The Hartford June 1983 - July 2003
Skills
Financial Planning, Estate Planning, Tax, Social Security Planning, Retirement Planning, Notary Public, Medicare, Insurance needs Analysis, Insurance, Strategic Financial..., Banking, Retirement, Financial Services, Investment Advisory, 401k, Social Security, Investments, Finance, Mutual Funds, Fixed Income, Management, Risk Management, Business Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2009
Certified Financial Planner Certificate, Certified Financial Planner
University of Connecticut 1979 — 1983
BA, Economics, Business Administration
The George Washington University - School of Business
Certificate in Project Management
MGL Financial LLC May 2011 - Present
Bank of America October 2003 - May 2011
The Hartford June 1983 - July 2003
Skills
Financial Planning, Estate Planning, Tax, Social Security Planning, Retirement Planning, Notary Public, Medicare, Insurance needs Analysis, Insurance, Strategic Financial..., Banking, Retirement, Financial Services, Investment Advisory, 401k, Social Security, Investments, Finance, Mutual Funds, Fixed Income, Management, Risk Management, Business Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2009
Certified Financial Planner Certificate, Certified Financial Planner
University of Connecticut 1979 — 1983
BA, Economics, Business Administration
The George Washington University - School of Business
Certificate in Project Management
Steve Price-Hughes, CFA, CFP Steve Price-Hughes, CFA, CFP's Bank of America Experience January 1996 - January 1999
Job Wealth Manager & Investment Advisor, Excelsus Capital Management
Industry Investment Management
Experience
Excelsus Capital Management January 2004 - Present
Wells Fargo January 1999 - January 2004
Bank of America January 1996 - January 1999
Transaction Solutions, Inc. January 1990 - January 1996
Skills
Asset Allocation, Certified Financial..., Chartered Financial..., Entrepreneurship, Equities, Financial Analysis, Global Investment..., Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Real Estate, Private Wealth..., Wealth Management, Wealth Management...
Education
College for Financial Planning
CFP, Financial Planning
Chartered Financial Analyst Institute
CFA, Finance
San Diego State University-California State University
Finance, Business Administration
Excelsus Capital Management January 2004 - Present
Wells Fargo January 1999 - January 2004
Bank of America January 1996 - January 1999
Transaction Solutions, Inc. January 1990 - January 1996
Skills
Asset Allocation, Certified Financial..., Chartered Financial..., Entrepreneurship, Equities, Financial Analysis, Global Investment..., Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Real Estate, Private Wealth..., Wealth Management, Wealth Management...
Education
College for Financial Planning
CFP, Financial Planning
Chartered Financial Analyst Institute
CFA, Finance
San Diego State University-California State University
Finance, Business Administration
Richard Crawford Richard Crawford's Bank of America Experience June 2009 - July 2014
Job Enterprise Risk Data Governance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Bank of America June 2009 - July 2014
Accenture November 2007 - February 2009
PricewaterhouseCoopers May 2004 - November 2007
Technimatics Consulting January 2003 - January 2004
DataFlux, A SAS Company 1996 - 2002
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Master Data Management, Data Governance, Analytics, Data Quality, ETL, Data Management, Business Process, Strategy, SAP MDM, Data Integration, IT Strategy, Business Process..., Program Management, PMP, Informatica, Data Migration, Software Development, Integration, Enterprise Software, Requirements Analysis, Big Data, ERP, Governance, Information Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
College of Charleston 1990 — 1994
Bachelor of Business Administration (BBA)
Wadsworth High School 1983 — 1987
Wells Fargo August 2014 - Present
Bank of America June 2009 - July 2014
Accenture November 2007 - February 2009
PricewaterhouseCoopers May 2004 - November 2007
Technimatics Consulting January 2003 - January 2004
DataFlux, A SAS Company 1996 - 2002
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Master Data Management, Data Governance, Analytics, Data Quality, ETL, Data Management, Business Process, Strategy, SAP MDM, Data Integration, IT Strategy, Business Process..., Program Management, PMP, Informatica, Data Migration, Software Development, Integration, Enterprise Software, Requirements Analysis, Big Data, ERP, Governance, Information Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
College of Charleston 1990 — 1994
Bachelor of Business Administration (BBA)
Wadsworth High School 1983 — 1987
Art Rojas Art Rojas's Bank of America Experience September 2006 - November 2012
Job Wireless sales consultant at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless June 2013 - Present
Ocala Civic Theater May 2008 - Present
Bank of America September 2006 - November 2012
Skills
Customer Service, Sales, Management, Music, Managed Money, Finance, Mathematics, Computers, Technology
Education
College of Central Florida 2004 — 2006
Music Performance, General
Dunnellon high school 2002 — 2005
High School diploma, With honors
Verizon Wireless June 2013 - Present
Ocala Civic Theater May 2008 - Present
Bank of America September 2006 - November 2012
Skills
Customer Service, Sales, Management, Music, Managed Money, Finance, Mathematics, Computers, Technology
Education
College of Central Florida 2004 — 2006
Music Performance, General
Dunnellon high school 2002 — 2005
High School diploma, With honors
Tasker Sheila Tasker Sheila's Bank of America Experience December 2009 - Present
Job Administrative Assistant to Technology Executive at Bank of America
Industry Banking
Experience
Bank of America December 2009 - Present
Merrill Lynch January 2006 - December 2009
Center for Maine Contemporary Art September 1995 - August 2002
Casco Northern Bank 1990 - 1995
Connecticut Bank and Trust Company 1970 - 1989
Skills
Business Analysis, Risk Management, IT Management, Project Management, Process Improvement, ITIL
Education
Harvard University Graduate School of Business Administration
Strategic Perspectives in Nonprofit Management
College for Financial Planning
Certified Financial Planner
University of Hartford
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Bank of America December 2009 - Present
Merrill Lynch January 2006 - December 2009
Center for Maine Contemporary Art September 1995 - August 2002
Casco Northern Bank 1990 - 1995
Connecticut Bank and Trust Company 1970 - 1989
Skills
Business Analysis, Risk Management, IT Management, Project Management, Process Improvement, ITIL
Education
Harvard University Graduate School of Business Administration
Strategic Perspectives in Nonprofit Management
College for Financial Planning
Certified Financial Planner
University of Hartford
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Rob Scharlau Rob Scharlau's Bank of America Experience July 1999 - June 2002
Job Senior Vice President, Commercial Lending at Busey Bank
Industry Banking
Experience
Busey Bank July 2002 - Present
Bank of America July 1999 - June 2002
Bank of America June 1997 - June 1999
Skills
Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Credit Analysis, Loans, Banking, Credit, Financial Risk, Retail Banking, Finance, Loan Origination, Lines Of Credit, Cross Selling, Commercial Mortgages, Treasury Management, SBA, Mortgage Lending, Small Business, Asset Based Lending, Retirement Planning
Education
Indiana University Bloomington 1992 — 1997
Bachelor of Science (BS), Finance and Management
Indiana University - Kelley School of Business 1992 — 1997
BS, Finance and Management
Louisiana State University 2004 — 2006
Banking
College for Financial Planning 2000 — 2001
financial planning
Busey Bank July 2002 - Present
Bank of America July 1999 - June 2002
Bank of America June 1997 - June 1999
Skills
Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Credit Analysis, Loans, Banking, Credit, Financial Risk, Retail Banking, Finance, Loan Origination, Lines Of Credit, Cross Selling, Commercial Mortgages, Treasury Management, SBA, Mortgage Lending, Small Business, Asset Based Lending, Retirement Planning
Education
Indiana University Bloomington 1992 — 1997
Bachelor of Science (BS), Finance and Management
Indiana University - Kelley School of Business 1992 — 1997
BS, Finance and Management
Louisiana State University 2004 — 2006
Banking
College for Financial Planning 2000 — 2001
financial planning
Dan Daughtery Dan Daughtery's Bank of America Experience November 2011 - Present
Job Sql BI developer
Industry Computer Software
Experience
Cigna Healthspring April 2014 - Present
Bank of America November 2011 - Present
Texas Health Resources May 2010 - November 2011
Data Advantage January 2009 - December 2010
CTS America June 2008 - December 2008
Praeses Corp March 2008 - May 2008
United Parcel Service November 2007 - January 2008
Thomson/Tax Partners November 2006 - November 2007
International Network Services July 2006 - November 2006
L-3 Titan March 2006 - July 2006
Skills
.NET, AJAX, ASP, ASP.NET, Access, Analysis, Business Analysis, C#, Crystal Reports, Databases, HTML, Integration, Microsoft SQL Server, JavaScript, Risk Management, SDLC, SQL, SSIS, T-SQL, Team Building, Visual Studio
Education
College of Charleston 2005 — 2005
Computer Science
Georgia State University 2001 — 2004
Cigna Healthspring April 2014 - Present
Bank of America November 2011 - Present
Texas Health Resources May 2010 - November 2011
Data Advantage January 2009 - December 2010
CTS America June 2008 - December 2008
Praeses Corp March 2008 - May 2008
United Parcel Service November 2007 - January 2008
Thomson/Tax Partners November 2006 - November 2007
International Network Services July 2006 - November 2006
L-3 Titan March 2006 - July 2006
Skills
.NET, AJAX, ASP, ASP.NET, Access, Analysis, Business Analysis, C#, Crystal Reports, Databases, HTML, Integration, Microsoft SQL Server, JavaScript, Risk Management, SDLC, SQL, SSIS, T-SQL, Team Building, Visual Studio
Education
College of Charleston 2005 — 2005
Computer Science
Georgia State University 2001 — 2004
Victoria Colcombe, CFP, ATP Victoria Colcombe, CFP, ATP's Bank of America Experience August 2011 - Present
Job Asst. Vice President, Business Analyst Strategy & Analytics Home Lending Division at Bank of America
Industry Information Services
Experience
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Barbara Gonzalez, CMB AMP Barbara Gonzalez, CMB AMP's Bank of America Experience August 2013 - Present
Job AVP, Sr. Business Control Specialist, Department Controls at Bank of America
Industry Financial Services
Experience
Bank of America August 2013 - Present
Bank of America February 2012 - November 2013
Mackie Wolf & Zientz, PC August 2009 - March 2012
Barrett Daffin Frappier Turner & Engle June 1995 - May 2009
Skills
Closings, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Loss Mitigation, Refinance, Loan Servicing, Residential Mortgages, Loan Origination, Title Insurance, REO, Real Estate Transactions, Foreclosures, Banking, Quality Auditing, Employee Training, Credit Risk, Mortgage Underwriting, Instructor-led Training, FHA, FHA financing, Default, Loans
Education
College of Business 1974 — 1976
BS, Business Education
Bank of America August 2013 - Present
Bank of America February 2012 - November 2013
Mackie Wolf & Zientz, PC August 2009 - March 2012
Barrett Daffin Frappier Turner & Engle June 1995 - May 2009
Skills
Closings, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Loss Mitigation, Refinance, Loan Servicing, Residential Mortgages, Loan Origination, Title Insurance, REO, Real Estate Transactions, Foreclosures, Banking, Quality Auditing, Employee Training, Credit Risk, Mortgage Underwriting, Instructor-led Training, FHA, FHA financing, Default, Loans
Education
College of Business 1974 — 1976
BS, Business Education
David Risher David Risher's Bank of America Experience January 2004 - December 2008
Job Professional Mortgage Loan Officer with Island Lending Group
Industry Financial Services
Experience
Island Lending Group January 2009 - Present
Bank of America January 2004 - December 2008
Education
College of Charleston 2001 — 2005
BS, Business
Island Lending Group January 2009 - Present
Bank of America January 2004 - December 2008
Education
College of Charleston 2001 — 2005
BS, Business
Charlie Wells Charlie Wells's Bank of America Experience March 2015 - Present
Job Assistant Vice President; Balance Sheet & Capital Management at Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Deloitte September 2013 - March 2015
College of Charleston May 2012 - May 2013
Charleston School of Law October 2011 - May 2013
College of Charleson August 2010 - May 2012
Power Ten Trading LLC January 2011 - September 2011
BiblioLabs March 2011 - August 2011
The Ritz-Carlton Hotel Company LLC June 2009 - August 2009
Skills
Microsoft Excel, Customer Service, Accounting, Social Media, Research, PowerPoint, Microsoft Office
Education
College of Charleston 2012 — 2013
Master of Science (MS), Accountancy
College of Charleston 2009 — 2012
Bachelor of Science (BS), Business Administration with a Concentration in Finance
Jakarta International School 2008 — 2009
Walt Whitman High School 2005 — 2008
Bank of America March 2015 - Present
Deloitte September 2013 - March 2015
College of Charleston May 2012 - May 2013
Charleston School of Law October 2011 - May 2013
College of Charleson August 2010 - May 2012
Power Ten Trading LLC January 2011 - September 2011
BiblioLabs March 2011 - August 2011
The Ritz-Carlton Hotel Company LLC June 2009 - August 2009
Skills
Microsoft Excel, Customer Service, Accounting, Social Media, Research, PowerPoint, Microsoft Office
Education
College of Charleston 2012 — 2013
Master of Science (MS), Accountancy
College of Charleston 2009 — 2012
Bachelor of Science (BS), Business Administration with a Concentration in Finance
Jakarta International School 2008 — 2009
Walt Whitman High School 2005 — 2008
Daniel Shelley's Bank of America Experience May 1999 - December 2008
Job Sales & Marketing Director at Brentwood at Fore Ranch Senior Living Community
Industry Management Consulting
Experience
Brentwood at Fore Ranch Senior Living Community June 2015 - Present
Brentwood at Fore Ranch - Senior Living Community June 2015 - Present
HarborChase November 2013 - April 2015
Payless ShoeSource / American Eagle Outfitters May 2012 - August 2013
David Bromstad, LLC - HGTV/Color Splash/Design Star January 2009 - May 2012
Bank of America May 1999 - December 2008
Skills
Business Management, French, Spanish, Marketing Research, Marketing Strategy, Management Consulting, Computer Maintenance, Computer Hardware, Public Relations, Public Speaking, Punctual, Sales, Customer Service, Management, Business Development, Leadership, Blogging, Finance
Education
Florida International University 2006 — 2011
Bachelors of Arts; BA, International Business Marketing Mgmt
University of South Florida 2004 — 2005
Continuing Business Education, Business with Marketing Manager, Junior
Florida International University 2003 — 2005
Bachelors of Arts; BA, International Business Marketing Mgmt
Florida State University 2003 — 2005
Business with Concentration in French, Business; French; Business; French Degree
Florida State University - College of Business 2003 — 2005
Business AA Degree, Business with French
Central Florida Community College 1998 — 2002
AA, General Studies
College of Central Florida 1998 — 2002
Associates of Arts; AA, Studies in General Business Education; General Business Studies
Belleview High School 1994 — 1998
High School Diploma, General Education
Brentwood at Fore Ranch Senior Living Community June 2015 - Present
Brentwood at Fore Ranch - Senior Living Community June 2015 - Present
HarborChase November 2013 - April 2015
Payless ShoeSource / American Eagle Outfitters May 2012 - August 2013
David Bromstad, LLC - HGTV/Color Splash/Design Star January 2009 - May 2012
Bank of America May 1999 - December 2008
Skills
Business Management, French, Spanish, Marketing Research, Marketing Strategy, Management Consulting, Computer Maintenance, Computer Hardware, Public Relations, Public Speaking, Punctual, Sales, Customer Service, Management, Business Development, Leadership, Blogging, Finance
Education
Florida International University 2006 — 2011
Bachelors of Arts; BA, International Business Marketing Mgmt
University of South Florida 2004 — 2005
Continuing Business Education, Business with Marketing Manager, Junior
Florida International University 2003 — 2005
Bachelors of Arts; BA, International Business Marketing Mgmt
Florida State University 2003 — 2005
Business with Concentration in French, Business; French; Business; French Degree
Florida State University - College of Business 2003 — 2005
Business AA Degree, Business with French
Central Florida Community College 1998 — 2002
AA, General Studies
College of Central Florida 1998 — 2002
Associates of Arts; AA, Studies in General Business Education; General Business Studies
Belleview High School 1994 — 1998
High School Diploma, General Education
Derek Salazar Derek Salazar's Bank of America Experience August 1997 - February 2001
Job Commercial Loan Officer, VP at Synergy Bank
Industry Banking
Experience
Synergy Bank October 2014 - Present
BBVA Compass January 2011 - October 2014
BBVA Compass Bank July 2010 - December 2010
BBVA Compass January 2010 - June 2010
BBVA Compass December 2008 - December 2009
BBVA Compass March 2008 - November 2008
Allstate January 2006 - March 2008
BBVA Compass November 2002 - December 2005
Point Bank March 2002 - November 2002
Bank of America August 1997 - February 2001
Skills
Leadership, Strategy, Sales, Team Management, Small Business Lending, Retail Banking, Consumer Lending, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Credit, Banking, Lines Of Credit, Cross Selling, Branch Management, Loan Origination, Credit Analysis, Merchant Services, Deposits, Commercial Mortgages, Treasury Management, Branch Banking, Financial Services, Construction Loans, Coaching, Banking Relationships, Retail, Home Equity Loans, Mortgage Banking, Relationship Management, Business Development, Portfolio Management, Refinance, Residential Mortgages, Underwriting, Credit Cards, Finance, SBA, Cash Management, Risk Management, Series 6, Credit Risk, Private Banking, Small Business, Series 63, Financial Analysis
Education
University of Central Oklahoma - College of Business Administration 1993 — 1997
Bachelor of Business Administration, Business/Commerce, General
Southeastern Oklahoma State University 1992 — 1993
Synergy Bank October 2014 - Present
BBVA Compass January 2011 - October 2014
BBVA Compass Bank July 2010 - December 2010
BBVA Compass January 2010 - June 2010
BBVA Compass December 2008 - December 2009
BBVA Compass March 2008 - November 2008
Allstate January 2006 - March 2008
BBVA Compass November 2002 - December 2005
Point Bank March 2002 - November 2002
Bank of America August 1997 - February 2001
Skills
Leadership, Strategy, Sales, Team Management, Small Business Lending, Retail Banking, Consumer Lending, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Credit, Banking, Lines Of Credit, Cross Selling, Branch Management, Loan Origination, Credit Analysis, Merchant Services, Deposits, Commercial Mortgages, Treasury Management, Branch Banking, Financial Services, Construction Loans, Coaching, Banking Relationships, Retail, Home Equity Loans, Mortgage Banking, Relationship Management, Business Development, Portfolio Management, Refinance, Residential Mortgages, Underwriting, Credit Cards, Finance, SBA, Cash Management, Risk Management, Series 6, Credit Risk, Private Banking, Small Business, Series 63, Financial Analysis
Education
University of Central Oklahoma - College of Business Administration 1993 — 1997
Bachelor of Business Administration, Business/Commerce, General
Southeastern Oklahoma State University 1992 — 1993
William Couper William Couper's Bank of America Experience June 2005 - September 2012
Job Retired President MidAtlantic at Bank of America
Industry Banking
Experience
Bank of America June 2005 - September 2012
Bank of America August 2000 - June 2005
Bank of America December 1994 - August 2000
Skills
Commercial Lending, Commercial Banking, Leadership, Loans, Credit, Risk Management, Leadership Development, Change Management, Strategic Planning, Portfolio Management, Banking, Finance, Small Business Lending, Financial Analysis, Mergers & Acquisitions, Credit Analysis, Consumer Lending, Treasury Management, CRM, Executive Management, Wealth Management, Lines Of Credit, Financial Services, Loan Origination, Organizational..., Thought Leadership
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner, Financial Planning and Services
Defense Language Institute 1968 — 1969
Certificate, Portuguese
University of Virginia 1964 — 1968
Bachelor of Science - Commerce, Finance
Bank of America June 2005 - September 2012
Bank of America August 2000 - June 2005
Bank of America December 1994 - August 2000
Skills
Commercial Lending, Commercial Banking, Leadership, Loans, Credit, Risk Management, Leadership Development, Change Management, Strategic Planning, Portfolio Management, Banking, Finance, Small Business Lending, Financial Analysis, Mergers & Acquisitions, Credit Analysis, Consumer Lending, Treasury Management, CRM, Executive Management, Wealth Management, Lines Of Credit, Financial Services, Loan Origination, Organizational..., Thought Leadership
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner, Financial Planning and Services
Defense Language Institute 1968 — 1969
Certificate, Portuguese
University of Virginia 1964 — 1968
Bachelor of Science - Commerce, Finance
Dafina McCree Dafina McCree's Bank of America Experience 1995 - 1998
Job Assistant Property Manager at Regency Centers
Industry Real Estate
Experience
Regency Centers January 2011 - Present
Regency Centers June 2008 - December 2010
Bank of the West October 1998 - May 2008
Bank of America 1995 - 1998
Skills
Contract Negotiation, Customer Service, Real Estate Transactions, Real Estate, Capital Budgeting, Property Management, Leases, Microsoft Office, Budgets, Commercial Real Estate, Rentals, Property, Lease Administration, Tenant Improvement, Contract Management, Notary Public, Microsoft Word, Investment Properties, Microsoft Excel, Location Intelligence, Tenant, Brokerage, Lease Negotiations, Tenant Representation, Disposition, Land Acquisition, Landlords, Real Estate Development, Due Diligence, Shopping Centers, Corporate Real Estate, Banking, Consumer Lending, Consumer Products, Commercial Leasing, Real Estate Economics, Rent Roll, Management, Sales, Outlook, Dispositions
Education
El Cerrito Senior High 1991 — 1995
College of Alameda
Regency Centers January 2011 - Present
Regency Centers June 2008 - December 2010
Bank of the West October 1998 - May 2008
Bank of America 1995 - 1998
Skills
Contract Negotiation, Customer Service, Real Estate Transactions, Real Estate, Capital Budgeting, Property Management, Leases, Microsoft Office, Budgets, Commercial Real Estate, Rentals, Property, Lease Administration, Tenant Improvement, Contract Management, Notary Public, Microsoft Word, Investment Properties, Microsoft Excel, Location Intelligence, Tenant, Brokerage, Lease Negotiations, Tenant Representation, Disposition, Land Acquisition, Landlords, Real Estate Development, Due Diligence, Shopping Centers, Corporate Real Estate, Banking, Consumer Lending, Consumer Products, Commercial Leasing, Real Estate Economics, Rent Roll, Management, Sales, Outlook, Dispositions
Education
El Cerrito Senior High 1991 — 1995
College of Alameda
Bruno Baiao's Bank of America Experience July 2006 - February 2008
Job Realtor at Piquet Realty
Industry Real Estate
Experience
Piquet Realty 2012 - Present
American Dream Realty Miami August 2012 - January 2013
Trans World Jets March 2008 - August 2012
Lexor Miami June 2011 - July 2012
Bank of America July 2006 - February 2008
Skills
Financial Analysis, Investment Properties, Real Estate, Mortgage Lending, Negotiation, Customer Service, Marketing, Banking, Spanish, Sales, Contract Negotiation, Microsoft Excel, Budgets, Loans, Credit, Investments, Residential Homes, Short Sales, Sellers
Education
College of Charleston 1999 — 2004
Bachelor of Science (BS), Business Administration, Spanish Minor
University of Granada, Spain
Spanish Language Teacher Education
Piquet Realty 2012 - Present
American Dream Realty Miami August 2012 - January 2013
Trans World Jets March 2008 - August 2012
Lexor Miami June 2011 - July 2012
Bank of America July 2006 - February 2008
Skills
Financial Analysis, Investment Properties, Real Estate, Mortgage Lending, Negotiation, Customer Service, Marketing, Banking, Spanish, Sales, Contract Negotiation, Microsoft Excel, Budgets, Loans, Credit, Investments, Residential Homes, Short Sales, Sellers
Education
College of Charleston 1999 — 2004
Bachelor of Science (BS), Business Administration, Spanish Minor
University of Granada, Spain
Spanish Language Teacher Education
Cynthia Pash Cynthia Pash's Bank of America Experience November 2005 - November 2011
Job Experienced Banking Professional
Industry Banking
Experience
Bank of the West January 2013 - Present
Bank of America November 2005 - November 2011
Bank of America January 1996 - January 2005
Skills
Customer Service, Retail Banking, Operations Management, Sales Management, Compliance, Employee Training, Employee Management, Motovational Leadership, Leadership, Training, Time Management, Sales, Call Centers, Customer Retention, Management, Commercial Banking, Business Development, Credit, Financial Services, Relationship Management
Education
College of Alameda 1975 — 1976
Business Administration and Management, General, 3.5
Skyline High School 1972 — 1975
General Studies, 3.5
Bank of the West January 2013 - Present
Bank of America November 2005 - November 2011
Bank of America January 1996 - January 2005
Skills
Customer Service, Retail Banking, Operations Management, Sales Management, Compliance, Employee Training, Employee Management, Motovational Leadership, Leadership, Training, Time Management, Sales, Call Centers, Customer Retention, Management, Commercial Banking, Business Development, Credit, Financial Services, Relationship Management
Education
College of Alameda 1975 — 1976
Business Administration and Management, General, 3.5
Skyline High School 1972 — 1975
General Studies, 3.5
Haley Wood Haley Wood's Bank of America Experience October 2009 - June 2014
Job Area Team Lead at SunTrust
Industry Financial Services
Experience
SunTrust August 2015 - Present
SunTrust June 2014 - July 2015
Bank of America October 2009 - June 2014
Skills
Banking, Credit, Loans, Customer Service, Risk Management, Sales, Portfolio Management, Financial Analysis, Leadership, Mortgage Lending, Retail Banking
Education
College of Central Florida
SunTrust August 2015 - Present
SunTrust June 2014 - July 2015
Bank of America October 2009 - June 2014
Skills
Banking, Credit, Loans, Customer Service, Risk Management, Sales, Portfolio Management, Financial Analysis, Leadership, Mortgage Lending, Retail Banking
Education
College of Central Florida
Carrie Fuller Carrie Fuller's Bank of America Experience 2009 - 2010
Job Talent Acquisition at Fifth Third Bank
Industry Staffing and Recruiting
Experience
Fifth Third Bank August 2015 - Present
Sunbelt Rentals April 2013 - August 2015
Continental 2012 - 2013
ACT Consulting, Inc. August 2011 - October 2012
Liberty Mutual January 2011 - August 2011
TalentBridge 2010 - 2011
Bank of America 2009 - 2010
Bank of America 2005 - 2009
Skills
Recruiting, Sourcing, Temporary Placement, Employee Relations, Temporary Staffing, Cold Calling, CRM, Applicant Tracking..., Internet Recruiting, College Recruiting, Business Development, Technical Recruiting, Talent Acquisition, Onboarding, Contract Negotiation, Contract Recruitment, Full-life Cycle..., Resume Writing, Executive Search, Taleo, IQ Navigator, Fieldglass, Vendor Relationship..., iCIMS, Diversity Recruitment, Succession Planning, Talent Management, Leadership, Management, Performance Management, Screening, Screening Resumes, Staffing Services, Vendor Management, Job Fairs, Benefits Negotiation, Permanent Placement, Employee Benefits, Time Management, Corporate Recruiting, Employer Branding, Interviews, Training, HRIS, New Hire Orientations, Building Relationships, Networking, Recruitment Advertising, Staff Augmentation
Education
College of Charleston
Bachelor's Degree, Corporate Communication
Fifth Third Bank August 2015 - Present
Sunbelt Rentals April 2013 - August 2015
Continental 2012 - 2013
ACT Consulting, Inc. August 2011 - October 2012
Liberty Mutual January 2011 - August 2011
TalentBridge 2010 - 2011
Bank of America 2009 - 2010
Bank of America 2005 - 2009
Skills
Recruiting, Sourcing, Temporary Placement, Employee Relations, Temporary Staffing, Cold Calling, CRM, Applicant Tracking..., Internet Recruiting, College Recruiting, Business Development, Technical Recruiting, Talent Acquisition, Onboarding, Contract Negotiation, Contract Recruitment, Full-life Cycle..., Resume Writing, Executive Search, Taleo, IQ Navigator, Fieldglass, Vendor Relationship..., iCIMS, Diversity Recruitment, Succession Planning, Talent Management, Leadership, Management, Performance Management, Screening, Screening Resumes, Staffing Services, Vendor Management, Job Fairs, Benefits Negotiation, Permanent Placement, Employee Benefits, Time Management, Corporate Recruiting, Employer Branding, Interviews, Training, HRIS, New Hire Orientations, Building Relationships, Networking, Recruitment Advertising, Staff Augmentation
Education
College of Charleston
Bachelor's Degree, Corporate Communication
Dawn Jolly's Bank of America Experience March 2013 - August 2014
Job Independent Advisor at Advocare, MBA
Industry Retail
Experience
Advocare March 2014 - Present
Bank of America March 2013 - August 2014
Bank of America November 2011 - March 2013
Bank of America June 2011 - November 2011
Bank of America September 2010 - June 2011
Bank of America January 2010 - September 2010
Enterprise Rent-A-Car December 2006 - May 2008
Skills
Customer Service, Sales, Customer Relations, Microsoft Office, Internet, Retail Banking, Banking Operations, Product Marketing, Problem Solving, Account Management, Customer Feedback, Audit, Cash Handling, Team Building, Team Leadership, Sales Process, Community Service, Auditing, CRM, Project Management, Loans, Financial Services, Marketing, Sales Management, Customer Satisfaction, Analysis, Time Management, Management, Risk Management, Coaching, Banking, Leadership, Teamwork, Selling, Small Business, Customer Retention
Education
Saint Leo University 2013 — 2015
Master of Business Administration (MBA)
College of Charleston 2005 — 2006
B.S, Business Administration
Mercer University 2003 — 2005
Business
Glynn Academy 1999 — 2003
Advocare March 2014 - Present
Bank of America March 2013 - August 2014
Bank of America November 2011 - March 2013
Bank of America June 2011 - November 2011
Bank of America September 2010 - June 2011
Bank of America January 2010 - September 2010
Enterprise Rent-A-Car December 2006 - May 2008
Skills
Customer Service, Sales, Customer Relations, Microsoft Office, Internet, Retail Banking, Banking Operations, Product Marketing, Problem Solving, Account Management, Customer Feedback, Audit, Cash Handling, Team Building, Team Leadership, Sales Process, Community Service, Auditing, CRM, Project Management, Loans, Financial Services, Marketing, Sales Management, Customer Satisfaction, Analysis, Time Management, Management, Risk Management, Coaching, Banking, Leadership, Teamwork, Selling, Small Business, Customer Retention
Education
Saint Leo University 2013 — 2015
Master of Business Administration (MBA)
College of Charleston 2005 — 2006
B.S, Business Administration
Mercer University 2003 — 2005
Business
Glynn Academy 1999 — 2003
Rob Tang's Bank of America Experience 1995 - 1999
Job Sales Strategy and Client Experience
Industry Financial Services
Experience
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Edward Daniels's Bank of America Experience July 2002 - June 2003
Job Customer Experience Business Integration Lead Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Wells Fargo Wholesale Division Consultant through RGP, Inc. August 2014 - January 2015
TIAA-CREF August 2012 - August 2014
Wells Fargo April 2008 - August 2012
Bank of America - Financial Service Solutions September 2003 - April 2008
Bank of America July 2002 - June 2003
Siebel Systems December 2000 - July 2002
Bank of America June 1999 - December 2000
Tiger Management August 1998 - May 1999
Chase / Manufacturers Hanover / Chemical Bank April 1994 - August 1998
Skills
Six Sigma, Siebel, Cisco Technologies, Cisco Call Manager, CCNP Certified, CCNA, Cisco VoIP, Certified Novell..., Project Management, Technical Project..., CRM, Experienced Business..., Business Analysis, Risk Management, SDLC, Process Improvement, Vendor Management, Enterprise Software, Requirements Analysis
Education
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Theatre/Theater
Goose Creek High School, Charleston, S.C. 1979 — 1981
Diploma
David Glasgow Farragut High School, Rota, Spain 1976 — 1979
TIAA-CREF December 2014 - Present
Wells Fargo Wholesale Division Consultant through RGP, Inc. August 2014 - January 2015
TIAA-CREF August 2012 - August 2014
Wells Fargo April 2008 - August 2012
Bank of America - Financial Service Solutions September 2003 - April 2008
Bank of America July 2002 - June 2003
Siebel Systems December 2000 - July 2002
Bank of America June 1999 - December 2000
Tiger Management August 1998 - May 1999
Chase / Manufacturers Hanover / Chemical Bank April 1994 - August 1998
Skills
Six Sigma, Siebel, Cisco Technologies, Cisco Call Manager, CCNP Certified, CCNA, Cisco VoIP, Certified Novell..., Project Management, Technical Project..., CRM, Experienced Business..., Business Analysis, Risk Management, SDLC, Process Improvement, Vendor Management, Enterprise Software, Requirements Analysis
Education
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Theatre/Theater
Goose Creek High School, Charleston, S.C. 1979 — 1981
Diploma
David Glasgow Farragut High School, Rota, Spain 1976 — 1979
Jenkins (Jenks) Ravenel Jenkins (Jenks) Ravenel's Bank of America Experience May 1983 - May 2006
Job Principal at NCG LLC
Industry Management Consulting
Experience
Matthews Millwork 2006 - Present
KoolSpan 2014 - Present
NCG llc 2011 - Present
Optio Labs, Inc. 2014 - Present
Good Technology January 2014 - December 2014
BoxTone Inc. 2009 - 2014
Research In Motion 2006 - December 2013
Mocana Corporation August 2011 - February 2013
Bluefire Security Technologies November 2006 - June 2008
Bank of America May 1983 - May 2006
Skills
Cloud Computing, Consulting, Business Analysis, Strategy, SaaS, Start-ups, Enterprise Software, Product Management, Small Business, Risk Management, Mobile Devices, Mobile Applications, Venture Capital, Strategic Planning, Strategic Partnerships, Business Development, Mobile Technology, IT Strategy, Integration, Enterprise Architecture, Management, Mobile Payments
Education
University of South Carolina - The Moore School of Business
MBA
University of North Carolina at Chapel Hill 1987 — 1988
Banking
College of Charleston 1973 — 1977
BS, Mathematics
Matthews Millwork 2006 - Present
KoolSpan 2014 - Present
NCG llc 2011 - Present
Optio Labs, Inc. 2014 - Present
Good Technology January 2014 - December 2014
BoxTone Inc. 2009 - 2014
Research In Motion 2006 - December 2013
Mocana Corporation August 2011 - February 2013
Bluefire Security Technologies November 2006 - June 2008
Bank of America May 1983 - May 2006
Skills
Cloud Computing, Consulting, Business Analysis, Strategy, SaaS, Start-ups, Enterprise Software, Product Management, Small Business, Risk Management, Mobile Devices, Mobile Applications, Venture Capital, Strategic Planning, Strategic Partnerships, Business Development, Mobile Technology, IT Strategy, Integration, Enterprise Architecture, Management, Mobile Payments
Education
University of South Carolina - The Moore School of Business
MBA
University of North Carolina at Chapel Hill 1987 — 1988
Banking
College of Charleston 1973 — 1977
BS, Mathematics
Brandi Bushman Brandi Bushman's Bank of America Experience June 2015 - Present
Job Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America June 2014 - August 2014
Our Pool Company LLC May 2012 - May 2014
Needlecraft Sewing School January 2006 - June 2012
Skills
RB Control System, Project Management, Billing Process, Delegation, Customer Service, Microsoft Office Suite..., General Office Work, Time Management, Social Networking, Research, Event Planning, Sales, Teamwork, Leadership
Education
College of Charleston 2011 — 2015
Accounting, Junior
College of Charleston
Bank of America June 2015 - Present
Bank of America June 2014 - August 2014
Our Pool Company LLC May 2012 - May 2014
Needlecraft Sewing School January 2006 - June 2012
Skills
RB Control System, Project Management, Billing Process, Delegation, Customer Service, Microsoft Office Suite..., General Office Work, Time Management, Social Networking, Research, Event Planning, Sales, Teamwork, Leadership
Education
College of Charleston 2011 — 2015
Accounting, Junior
College of Charleston
Erin Mahaffey McCarthy Erin Mahaffey McCarthy's Bank of America Experience December 2000 - December 2003
Job Sr. Marketing Optimization Architect, Customer Intelligence at SAS
Industry Marketing and Advertising
Experience
SAS August 2015 - Present
SourceLink July 2013 - August 2015
SourceLink April 2012 - July 2013
BelleauWood Farms January 1996 - July 2012
Alpaca Owner and Breeder Association January 2001 - January 2006
Bank of America December 2000 - December 2003
The Vermont Country Store December 1997 - December 2000
USAA September 1994 - December 1998
USAA January 1992 - September 1994
Pawley's Plantation Golf & Country Club May 1990 - January 1992
Skills
Predictive Analytics, Customer Segmentation..., SAS E-Miner, Direct Marketing, SAS, Business Intelligence, CRM, Email Marketing, Market Research, Marketing, Leadership, Management, Web Analytics, Marketing Strategy, Customer Service, Team Building, Customer Acquisition, SEO, Program Management, E-commerce, Budgets, Analysis, Microsoft Office, Online Advertising, SAS Modeling & Analysis, Enterprise Miner, Business Analysis, Project Management, Process Improvement, 1-to-1 Marketing, Strategic Planning, Strategy, Enterprise Software, Business Development, Entrepreneurship, Analytics, Segmentation
Education
Webster University 1990 — 1993
MBA, Business & International Business
University of Maryland University College 1987 — 1990
Associate Degree, Management/Leadership Studies
University of Maryland University College 1987 — 1990
Bachelor's Degree, English Literature
South Carolina Real Estate 1987 — 1987
SC Real Estate License
College of Charleston 1985 — 1987
Liberal Arts and Sciences/Liberal Studies
SAS August 2015 - Present
SourceLink July 2013 - August 2015
SourceLink April 2012 - July 2013
BelleauWood Farms January 1996 - July 2012
Alpaca Owner and Breeder Association January 2001 - January 2006
Bank of America December 2000 - December 2003
The Vermont Country Store December 1997 - December 2000
USAA September 1994 - December 1998
USAA January 1992 - September 1994
Pawley's Plantation Golf & Country Club May 1990 - January 1992
Skills
Predictive Analytics, Customer Segmentation..., SAS E-Miner, Direct Marketing, SAS, Business Intelligence, CRM, Email Marketing, Market Research, Marketing, Leadership, Management, Web Analytics, Marketing Strategy, Customer Service, Team Building, Customer Acquisition, SEO, Program Management, E-commerce, Budgets, Analysis, Microsoft Office, Online Advertising, SAS Modeling & Analysis, Enterprise Miner, Business Analysis, Project Management, Process Improvement, 1-to-1 Marketing, Strategic Planning, Strategy, Enterprise Software, Business Development, Entrepreneurship, Analytics, Segmentation
Education
Webster University 1990 — 1993
MBA, Business & International Business
University of Maryland University College 1987 — 1990
Associate Degree, Management/Leadership Studies
University of Maryland University College 1987 — 1990
Bachelor's Degree, English Literature
South Carolina Real Estate 1987 — 1987
SC Real Estate License
College of Charleston 1985 — 1987
Liberal Arts and Sciences/Liberal Studies
Adrienne Alexander's Bank of America Experience November 2014 - Present
Job
Industry Banking
Experience
Bank of America November 2014 - Present
Bank of America December 2012 - Present
Staples Advantage April 2008 - April 2009
Cintas February 2007 - April 2008
Skills
Customer Service, Sales, Microsoft Office, Team Building, Leadership, Microsoft Word, Teamwork, Time Management
Education
College of Charleston
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America November 2014 - Present
Bank of America December 2012 - Present
Staples Advantage April 2008 - April 2009
Cintas February 2007 - April 2008
Skills
Customer Service, Sales, Microsoft Office, Team Building, Leadership, Microsoft Word, Teamwork, Time Management
Education
College of Charleston
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Aaron Hite's Bank of America Experience 2007 - 2008
Job Senior Account Executive, Google
Industry Marketing and Advertising
Experience
Google 2014 - Present
College of Charleston 2014 - Present
Envision South Carolina 2014 - Present
Digitas (Publicis Groupe) 2012 - 2014
New York University 2013 - 2013
Saatchi & Saatchi X (Publicis Groupe) 2011 - 2012
360i 2008 - 2011
Bank of America 2007 - 2008
360i 2005 - 2007
Bennett Kuhn Varner 2003 - 2005
Skills
Digital Marketing, Integrated Marketing, SEM, Online Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Direct Marketing, E-commerce, Marketing Strategy, Analytics, Social Media, Media Planning, CRM, Strategy, Web Strategy, PPC, Mobile Devices, Interactive Marketing, Digital Media, Digital Strategy, Creative Direction, Online Marketing, Advertising, Email Marketing, Marketing, Web Marketing
Education
College of Charleston
BA, Communication
The University of Georgia
Master of Mass Communication, Advertising
Google 2014 - Present
College of Charleston 2014 - Present
Envision South Carolina 2014 - Present
Digitas (Publicis Groupe) 2012 - 2014
New York University 2013 - 2013
Saatchi & Saatchi X (Publicis Groupe) 2011 - 2012
360i 2008 - 2011
Bank of America 2007 - 2008
360i 2005 - 2007
Bennett Kuhn Varner 2003 - 2005
Skills
Digital Marketing, Integrated Marketing, SEM, Online Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Direct Marketing, E-commerce, Marketing Strategy, Analytics, Social Media, Media Planning, CRM, Strategy, Web Strategy, PPC, Mobile Devices, Interactive Marketing, Digital Media, Digital Strategy, Creative Direction, Online Marketing, Advertising, Email Marketing, Marketing, Web Marketing
Education
College of Charleston
BA, Communication
The University of Georgia
Master of Mass Communication, Advertising
Dennisse Rodriguez Dennisse Rodriguez's Bank of America Experience January 2012 - July 2015
Job Student at Saint Leo University
Industry Financial Services
Experience
Bank of America January 2012 - July 2015
Education
Saint Leo University 2015 — 2017
Bachelor’s Degree, Health/Health Care Administration/Management, Junior
College of Central Florida 2014 — 2015
Associate of Arts (A.A.), Health/Health Care Administration/Management
Bank of America January 2012 - July 2015
Education
Saint Leo University 2015 — 2017
Bachelor’s Degree, Health/Health Care Administration/Management, Junior
College of Central Florida 2014 — 2015
Associate of Arts (A.A.), Health/Health Care Administration/Management
Courtney Cannon's Bank of America Experience June 2009 - March 2011
Job Administrative Assistant at Children's Healthcare of Atlanta
Industry Hospital & Health Care
Experience
Children's Healthcare of Atlanta March 2011 - Present
Bank of America June 2009 - March 2011
Juicy Couture June 2008 - June 2009
Skills
Microsoft Office, Customer Service, Proofreading, Healthcare, Event Planning, Marketing Communications, Administrative Office..., Project Coordination, Organization, Advertising, Budgets, Sales, Management, Outlook, Payroll, Administrative..., Marketing, Nonprofits, Social Media
Education
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), International Business
College of Charleston 2004 — 2005
Children's Healthcare of Atlanta March 2011 - Present
Bank of America June 2009 - March 2011
Juicy Couture June 2008 - June 2009
Skills
Microsoft Office, Customer Service, Proofreading, Healthcare, Event Planning, Marketing Communications, Administrative Office..., Project Coordination, Organization, Advertising, Budgets, Sales, Management, Outlook, Payroll, Administrative..., Marketing, Nonprofits, Social Media
Education
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), International Business
College of Charleston 2004 — 2005
Dawn Goodson Dawn Goodson's Bank of America Experience April 2002 - April 2004
Job
Industry Banking
Experience
South State Bank April 2004 - February 2015
Bank of America April 2002 - April 2004
Skills
Management, Microsoft Excel, Microsoft Office, Leadership, Banking, Microsoft Word
Education
College of Charleston
Bachelor of Science (BS), Business Administration
South State Bank April 2004 - February 2015
Bank of America April 2002 - April 2004
Skills
Management, Microsoft Excel, Microsoft Office, Leadership, Banking, Microsoft Word
Education
College of Charleston
Bachelor of Science (BS), Business Administration
Mark Metcalf Mark Metcalf's Bank of America Experience 1987 - 1992
Job BrandBank SVP, Director of Sales & Service Center
Industry Financial Services
Experience
BrandBank June 2011 - Present
Nationwide Insurance February 2008 - June 2011
Nationwide Securities LLC February 2006 - June 2008
Sitel 2002 - 2006
Bank of America 1987 - 1992
Bank of America 1987 - 1992
Skills
Leadership, Strategic Planning, Call Center, Vendor Management, Process Improvement, Program Management, Inbound Marketing, Workforce Management, Insurance, Contact Centers, Sales, Outsourcing, Marketing, Management, Business Development, Call Centers, Business Process..., Executive Management, Customer Experience, Operations Management, Banking, Sales Management, Training, P&L Management, Team Management, Change Management, CRM, Direct Sales, New Business Development, Strategic Partnerships, Customer Service, Customer Satisfaction, Strategy, Customer Retention, Mobile Devices, Account Management, Business Analysis, Cross-functional Team..., Financial Services, Team Leadership, Retail, Forecasting, Analysis, Business Strategy, Performance Management, Relationship Management, Recruiting
Education
College of Charleston 1977 — 1981
BS, Business Administration
BrandBank June 2011 - Present
Nationwide Insurance February 2008 - June 2011
Nationwide Securities LLC February 2006 - June 2008
Sitel 2002 - 2006
Bank of America 1987 - 1992
Bank of America 1987 - 1992
Skills
Leadership, Strategic Planning, Call Center, Vendor Management, Process Improvement, Program Management, Inbound Marketing, Workforce Management, Insurance, Contact Centers, Sales, Outsourcing, Marketing, Management, Business Development, Call Centers, Business Process..., Executive Management, Customer Experience, Operations Management, Banking, Sales Management, Training, P&L Management, Team Management, Change Management, CRM, Direct Sales, New Business Development, Strategic Partnerships, Customer Service, Customer Satisfaction, Strategy, Customer Retention, Mobile Devices, Account Management, Business Analysis, Cross-functional Team..., Financial Services, Team Leadership, Retail, Forecasting, Analysis, Business Strategy, Performance Management, Relationship Management, Recruiting
Education
College of Charleston 1977 — 1981
BS, Business Administration
Amy Salazar Amy Salazar's Bank of America Experience February 2002 - February 2010
Job Sr. HR Representative Talent Acquisition at Chesapeake Energy
Industry Staffing and Recruiting
Experience
Chesapeake Energy June 2013 - Present
Express Employment Professionals December 2007 - June 2013
Bank of America February 2002 - February 2010
Skills
Recruiting, Employee Relations, Human Resources, Interviews, Leadership, HRIS, Management, New Hire Orientations, Time Management, Project Management, Strategic Planning, Teamwork, Policy, Applicant Tracking..., Onboarding, Talent Acquisition, Temporary Placement, Benefits Administration, Employee Benefits, Training, Payroll, Internet Recruiting, College Recruiting, Technical Recruiting, Sourcing, Talent Management, Temporary Staffing, Staffing Services, Taleo, Performance Management, Employee Training, Accounting, Outlook, Customer Service, Organizational..., Screening Resumes, Job Fairs, Executive Search, PeopleSoft, FMLA, Permanent Placement, Resume Writing, Benefits Negotiation, Contract Recruitment, Screening, Job Descriptions, Hiring, Workforce Planning, Employee Engagement, Cold Calling
Education
College of Business 2003 — 2006
BBA, Human Resource Management
Westmoore 1996 — 1999
Chesapeake Energy June 2013 - Present
Express Employment Professionals December 2007 - June 2013
Bank of America February 2002 - February 2010
Skills
Recruiting, Employee Relations, Human Resources, Interviews, Leadership, HRIS, Management, New Hire Orientations, Time Management, Project Management, Strategic Planning, Teamwork, Policy, Applicant Tracking..., Onboarding, Talent Acquisition, Temporary Placement, Benefits Administration, Employee Benefits, Training, Payroll, Internet Recruiting, College Recruiting, Technical Recruiting, Sourcing, Talent Management, Temporary Staffing, Staffing Services, Taleo, Performance Management, Employee Training, Accounting, Outlook, Customer Service, Organizational..., Screening Resumes, Job Fairs, Executive Search, PeopleSoft, FMLA, Permanent Placement, Resume Writing, Benefits Negotiation, Contract Recruitment, Screening, Job Descriptions, Hiring, Workforce Planning, Employee Engagement, Cold Calling
Education
College of Business 2003 — 2006
BBA, Human Resource Management
Westmoore 1996 — 1999
ARLENE D. CRISCO's Bank of America Experience May 2000 - August 2012
Job Business Analysis Manager at Bank of America Merchant Services
Industry Accounting
Experience
Bank of America Merchant Services September 2014 - Present
Daimler AG September 2013 - August 2014
Bank of America May 2000 - August 2012
SCOR Global Life Americas (formerly Transamerica Reinsurance) May 1999 - May 2000
BlueCross BlueShield of South Carolina June 1995 - April 1999
Skills
Finance, Banking, Financial Analysis, Account Reconciliation, Tax, Accounts Payable, Accounts Receivable, Health Insurance, Life Insurance, Forecasting, Auditing, General Ledger, Financial Statements, Fixed Assets, Invoicing, Payroll, Analysis, Training, Cash Flow, Business Process, Variance Analysis, Strategic Financial..., Leadership, Sarbanes-Oxley Act, Cash Management, Management
Education
College of Charleston
Bachelor of Arts (B.A.), Arts/Marketing/Business Communications
Midlands Technical College
Associate's degree, Accounting
Bank of America Merchant Services September 2014 - Present
Daimler AG September 2013 - August 2014
Bank of America May 2000 - August 2012
SCOR Global Life Americas (formerly Transamerica Reinsurance) May 1999 - May 2000
BlueCross BlueShield of South Carolina June 1995 - April 1999
Skills
Finance, Banking, Financial Analysis, Account Reconciliation, Tax, Accounts Payable, Accounts Receivable, Health Insurance, Life Insurance, Forecasting, Auditing, General Ledger, Financial Statements, Fixed Assets, Invoicing, Payroll, Analysis, Training, Cash Flow, Business Process, Variance Analysis, Strategic Financial..., Leadership, Sarbanes-Oxley Act, Cash Management, Management
Education
College of Charleston
Bachelor of Arts (B.A.), Arts/Marketing/Business Communications
Midlands Technical College
Associate's degree, Accounting
Richard True Richard True's Bank of America Experience June 2014 - Present
Job Financial Center Manager
Industry Banking
Experience
Bank of America June 2014 - Present
T-Mobile July 2013 - June 2014
T-Mobile November 2012 - July 2013
T-Mobile October 2008 - November 2012
Skills
Leadership, Customer Service, Retail, Sales, Mobile Devices, Telecommunications, SAP, Inventory Management, Troubleshooting, Microsoft Office, Coaching, Customer Retention, Sales Operations, Customer Experience, Android, Apple iOS, Blackberry, Linux, iOS, Windows, POS, Mobile, Outlook, Coaching Staff, Small Business, OS X, Customer Satisfaction, Management, Windows Mobile, Microsoft Office 2007, Mac OS X, Cash Handling, SAP Retail, Billing, Vault Management, Retail Banking, Branch Banking, Bank Management
Education
University of Central Florida 2009 — 2011
BA, Political Science, 3.58
College of Central Florida 2007 — 2009
Associate of Arts (A.A.)
Mountain Valley High School 1999 — 2003
High School
Bank of America June 2014 - Present
T-Mobile July 2013 - June 2014
T-Mobile November 2012 - July 2013
T-Mobile October 2008 - November 2012
Skills
Leadership, Customer Service, Retail, Sales, Mobile Devices, Telecommunications, SAP, Inventory Management, Troubleshooting, Microsoft Office, Coaching, Customer Retention, Sales Operations, Customer Experience, Android, Apple iOS, Blackberry, Linux, iOS, Windows, POS, Mobile, Outlook, Coaching Staff, Small Business, OS X, Customer Satisfaction, Management, Windows Mobile, Microsoft Office 2007, Mac OS X, Cash Handling, SAP Retail, Billing, Vault Management, Retail Banking, Branch Banking, Bank Management
Education
University of Central Florida 2009 — 2011
BA, Political Science, 3.58
College of Central Florida 2007 — 2009
Associate of Arts (A.A.)
Mountain Valley High School 1999 — 2003
High School
Brian Cummings,CFP®, ChFC®, AEP® Brian Cummings,CFP®, ChFC®, AEP®'s Bank of America Experience September 2011 - May 2012
Job Private Banker and CERTIFIED FINANCIAL PLANNER (TM) certificant
Industry Banking
Experience
South State Bank June 2012 - Present
Bank of America September 2011 - May 2012
Synovus February 2011 - September 2011
NBSC December 2006 - February 2011
Regions Financial Corporation March 2003 - December 2006
Skills
Commercial Lending, Small Business Lending, Wealth Management, Personal Financial..., Credit, Loans, Finance, Underwriting, Commercial Banking, Mortgage Lending, Credit Analysis, Asset Management, Banking, Commercial Real Estate, Retail Banking, Portfolio Management, Consumer Lending, Lines Of Credit, Credit Risk, Strategic Financial..., Investments, Loan Origination, Cash Management, Refinance, Commercial Mortgages
Education
The American College of Financial Services 2013 — 2014
ACCREDITED ESTATE PLANNER® Designation Education Program, Estate Planning
The American College of Financial Services 2012 — 2013
Chartered Financial Consultant® (ChFC®) program, Financial Planning
College of Charleston 2004 — 2006
Certificate, Certified Financial Planner™ Certification Education Program
College of Charleston 1997 — 2000
B.A., Corportate Communications
Leadership Charleston
S.C. Banker School
South State Bank June 2012 - Present
Bank of America September 2011 - May 2012
Synovus February 2011 - September 2011
NBSC December 2006 - February 2011
Regions Financial Corporation March 2003 - December 2006
Skills
Commercial Lending, Small Business Lending, Wealth Management, Personal Financial..., Credit, Loans, Finance, Underwriting, Commercial Banking, Mortgage Lending, Credit Analysis, Asset Management, Banking, Commercial Real Estate, Retail Banking, Portfolio Management, Consumer Lending, Lines Of Credit, Credit Risk, Strategic Financial..., Investments, Loan Origination, Cash Management, Refinance, Commercial Mortgages
Education
The American College of Financial Services 2013 — 2014
ACCREDITED ESTATE PLANNER® Designation Education Program, Estate Planning
The American College of Financial Services 2012 — 2013
Chartered Financial Consultant® (ChFC®) program, Financial Planning
College of Charleston 2004 — 2006
Certificate, Certified Financial Planner™ Certification Education Program
College of Charleston 1997 — 2000
B.A., Corportate Communications
Leadership Charleston
S.C. Banker School
Bladen Brannon's Bank of America Experience September 2003 - December 2003
Job
Industry Financial Services
Experience
MetLife February 2014 - Present
MetLife July 2013 - January 2014
American Credit Acceptance July 2010 - July 2013
HD Supply Waterworks, Ltd April 2008 - June 2010
HD Supply Waterworks, Ltd. February 2005 - April 2008
Global Mortgage Group, Inc June 2004 - November 2004
Bank of America September 2003 - December 2003
Education
Georgia Southern University 2009 — 2010
Masters, Business Administration, 4.0
College of Charleston 2000 — 2004
Bachelor of Science, Business Administration
MetLife February 2014 - Present
MetLife July 2013 - January 2014
American Credit Acceptance July 2010 - July 2013
HD Supply Waterworks, Ltd April 2008 - June 2010
HD Supply Waterworks, Ltd. February 2005 - April 2008
Global Mortgage Group, Inc June 2004 - November 2004
Bank of America September 2003 - December 2003
Education
Georgia Southern University 2009 — 2010
Masters, Business Administration, 4.0
College of Charleston 2000 — 2004
Bachelor of Science, Business Administration
Sandra Vantrease's Bank of America Experience March 1992 - September 1996
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1997 - Present
Metro Augusta Chamber of Commerce 1996 - 1997
Bank of America March 1992 - September 1996
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
Business Administration, Accounting
The University of Georgia 1976 — 1979
Accounting
College for Financial Planning
Financial Planning
Heidelberg American High School
Morgan Stanley Wealth Management October 1997 - Present
Metro Augusta Chamber of Commerce 1996 - 1997
Bank of America March 1992 - September 1996
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
Business Administration, Accounting
The University of Georgia 1976 — 1979
Accounting
College for Financial Planning
Financial Planning
Heidelberg American High School
Nic Gordon, CFP® Nic Gordon, CFP®'s Bank of America Experience May 2009 - May 2010
Job Financial Planner at Robert Gordon & Associates, Inc.
Industry Investment Management
Experience
Robert Gordon & Associates, Inc. May 2015 - Present
American Century Investments August 2011 - May 2015
Community America Credit Union June 2010 - July 2011
Bank of America May 2009 - May 2010
Heartland Credit Union - Springfield, IL May 2007 - January 2009
Lake Springfield Marina April 1996 - August 2005
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Asset Allocation, Financial Services, Finance, Financial Analysis, Retirement Planning, Wealth Management
Education
College for Financial Planning 2013 — 2016
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Columbia 2005 — 2009
Bachelor's degree, Business Management
Robert Gordon & Associates, Inc. May 2015 - Present
American Century Investments August 2011 - May 2015
Community America Credit Union June 2010 - July 2011
Bank of America May 2009 - May 2010
Heartland Credit Union - Springfield, IL May 2007 - January 2009
Lake Springfield Marina April 1996 - August 2005
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Asset Allocation, Financial Services, Finance, Financial Analysis, Retirement Planning, Wealth Management
Education
College for Financial Planning 2013 — 2016
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Columbia 2005 — 2009
Bachelor's degree, Business Management
Dietrich Fisher's Bank of America Experience October 1987 - October 1994
Job Director, Business Transformation and Process Strategy at BBVA Compass
Industry Financial Services
Experience
BBVA Compass March 2010 - Present
SunTrust Bank August 2008 - March 2010
SunTrust Bank February 2007 - August 2008
Fidelity National Information Services February 2004 - August 2006
BenchMark Consulting International (acquired by FIS) October 1994 - February 2004
Bank of America October 1987 - October 1994
Skills
Business Process, Benchmarking, Business Strategy, Human Capital Strategy, Process Engineering, Organizational Change, Organizational Design, Retail Banking, Business Process..., Management Consulting, Change Management, Business Transformation, Process Improvement, Business Management, Banking, Process Mapping, Six Sigma, Operational Excellence, Performance Management, Strategic Planning, Process Management, Cross-functional Team..., Coaching, Team Building, Metrics, Business Intelligence, Team Leadership, Organizational..., Employee Engagement, Business Process Design, Business Planning, Operations Management, Business Process Mapping, Management, Business Analysis, Business Development, Strategy, Program Management, PMP, Product Management, Leadership
Education
Georgia State University 1986 — 1987
Masters, Communication
College of Charleston 1983 — 1986
B.A., Political Science
University of Vienna 1985 — 1985
Diploma, International Studies
BBVA Compass March 2010 - Present
SunTrust Bank August 2008 - March 2010
SunTrust Bank February 2007 - August 2008
Fidelity National Information Services February 2004 - August 2006
BenchMark Consulting International (acquired by FIS) October 1994 - February 2004
Bank of America October 1987 - October 1994
Skills
Business Process, Benchmarking, Business Strategy, Human Capital Strategy, Process Engineering, Organizational Change, Organizational Design, Retail Banking, Business Process..., Management Consulting, Change Management, Business Transformation, Process Improvement, Business Management, Banking, Process Mapping, Six Sigma, Operational Excellence, Performance Management, Strategic Planning, Process Management, Cross-functional Team..., Coaching, Team Building, Metrics, Business Intelligence, Team Leadership, Organizational..., Employee Engagement, Business Process Design, Business Planning, Operations Management, Business Process Mapping, Management, Business Analysis, Business Development, Strategy, Program Management, PMP, Product Management, Leadership
Education
Georgia State University 1986 — 1987
Masters, Communication
College of Charleston 1983 — 1986
B.A., Political Science
University of Vienna 1985 — 1985
Diploma, International Studies
Bob Konitzer's Bank of America Experience 1998 - 2000
Job
Industry Computer Software
Experience
Expershare LLC July 2010 - June 2015
Expershare LLC 2009 - 2010
Expershare LLC 2008 - 2009
Expershare LLC 2007 - 2009
Expershare LLC 2007 - 2009
Expershare LLC 2006 - 2007
Agilent Technologies, Inc. August 2000 - March 2006
Bank of America 1998 - 2000
Claremont Technology Group 1997 - 1998
KPMG Peat Marwick LLP March 1996 - October 1997
Skills
Software Architecture, Knowledge Engineering, Performance Engineering, Technology Transfer, Mentoring, Consulting, Capital Markets, Electronic Trading..., Requirements Analysis, SOA, SDLC, Software Development, Business Analysis, Telecommunications, Program Management, Integration, Agile Methodologies, Java, Python, Jython, Training, Software Engineering, Enterprise Architecture, Software Design, Scrum, Distributed Systems, AspectJ, Oracle Coherence, Oracle, Software Product Lines, Watson, FIX 4.4/5.0, Amazon Web Services...
Education
University of Denver - Daniels College of Business 1983 — 1987
MBA, Dual concentration in Management Information Systems and Operations Research
College of Charleston 1978 — 1982
Bachelor of Science (B.Sc.), Business Administration
Expershare LLC July 2010 - June 2015
Expershare LLC 2009 - 2010
Expershare LLC 2008 - 2009
Expershare LLC 2007 - 2009
Expershare LLC 2007 - 2009
Expershare LLC 2006 - 2007
Agilent Technologies, Inc. August 2000 - March 2006
Bank of America 1998 - 2000
Claremont Technology Group 1997 - 1998
KPMG Peat Marwick LLP March 1996 - October 1997
Skills
Software Architecture, Knowledge Engineering, Performance Engineering, Technology Transfer, Mentoring, Consulting, Capital Markets, Electronic Trading..., Requirements Analysis, SOA, SDLC, Software Development, Business Analysis, Telecommunications, Program Management, Integration, Agile Methodologies, Java, Python, Jython, Training, Software Engineering, Enterprise Architecture, Software Design, Scrum, Distributed Systems, AspectJ, Oracle Coherence, Oracle, Software Product Lines, Watson, FIX 4.4/5.0, Amazon Web Services...
Education
University of Denver - Daniels College of Business 1983 — 1987
MBA, Dual concentration in Management Information Systems and Operations Research
College of Charleston 1978 — 1982
Bachelor of Science (B.Sc.), Business Administration
Dana Reilly's Bank of America Experience February 2015 - Present
Job Marketing Manager at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America January 2014 - February 2015
Bank of America November 2005 - January 2014
Wachovia Bank July 2004 - November 2005
Ingersoll-Rand November 2000 - June 2004
Heritage Trust Federal Credit Union February 2000 - November 2000
Skills
Analytics, SAS, Database Marketing, Business Analysis, Vendor Management, Business Intelligence, Strategic Planning, Process Improvement
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Bank of America February 2015 - Present
Bank of America January 2014 - February 2015
Bank of America November 2005 - January 2014
Wachovia Bank July 2004 - November 2005
Ingersoll-Rand November 2000 - June 2004
Heritage Trust Federal Credit Union February 2000 - November 2000
Skills
Analytics, SAS, Database Marketing, Business Analysis, Vendor Management, Business Intelligence, Strategic Planning, Process Improvement
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Christina Garrett's Bank of America Experience May 2009 - Present
Job Personal Banker
Industry Banking
Experience
Bank of America May 2009 - Present
Human Technologies, Inc. September 2006 - November 2008
Bank of America May 2001 - July 2006
Skills
Mortgage Lending
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
College of Charleston 1999 — 2003
Bachelor of Arts, German
Bank of America May 2009 - Present
Human Technologies, Inc. September 2006 - November 2008
Bank of America May 2001 - July 2006
Skills
Mortgage Lending
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
College of Charleston 1999 — 2003
Bachelor of Arts, German
Rajnish Sharma's Bank of America Experience 2002 - 2005
Job Director Sr. Development Manager
Industry Financial Services
Experience
TIAA-CREF July 2005 - Present
Bank Of America 2002 - 2005
Verizon 1998 - 2000
Chase Manhattan Bank 1997 - 2000
Vedaris 1995 - 1996
Skills
IT Strategy, Fixed Income, Enterprise Software, SDLC, Risk Management, Business Intelligence, Vendor Management, Program Management, Portfolio Management, Analytics, Strategy, Integration, Business Analysis, Microsoft SQL Server, Oracle, Leadership
Education
College for Financial Planning 2006 — 2008
M.S., Financial Analytics
National Institute Of Technology, Hamirpur 1990 — 1994
B.Tech, Computer Science & Engg
TIAA-CREF July 2005 - Present
Bank Of America 2002 - 2005
Verizon 1998 - 2000
Chase Manhattan Bank 1997 - 2000
Vedaris 1995 - 1996
Skills
IT Strategy, Fixed Income, Enterprise Software, SDLC, Risk Management, Business Intelligence, Vendor Management, Program Management, Portfolio Management, Analytics, Strategy, Integration, Business Analysis, Microsoft SQL Server, Oracle, Leadership
Education
College for Financial Planning 2006 — 2008
M.S., Financial Analytics
National Institute Of Technology, Hamirpur 1990 — 1994
B.Tech, Computer Science & Engg
Carolyn (Fesperman) Hames's Bank of America Experience February 2010 - Present
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America February 2010 - Present
Tek Systems April 2008 - December 2009
Skills
Business Analysis, Customer Service, Management, Program Management, Project Management, Process Improvement, Strategic Planning
Education
College of Charleston 1982 — 1986
Bank of America February 2010 - Present
Tek Systems April 2008 - December 2009
Skills
Business Analysis, Customer Service, Management, Program Management, Project Management, Process Improvement, Strategic Planning
Education
College of Charleston 1982 — 1986
Duane Lathan, PMP, CGBP's Bank of America Experience November 2009 - June 2012
Job Senior Associate, Financial Services Advisory at KPMG US
Industry Financial Services
Experience
KPMG US June 2012 - Present
Bank of America November 2009 - June 2012
ABN AMRO May 2008 - April 2009
FMO - Dutch Development Bank September 2006 - February 2008
Bank of America June 2003 - September 2006
Skills
Business Analysis, Management, Financial Analysis, Risk Management, Banking, Investment Banking, Finance, Leadership, Credit, Business Process..., Trade Finance, IT Transformation, Risk Consulting, Training Delivery
Education
College of Charleston 1997 — 2001
Bachelor of Science (BS), International Business
KPMG US June 2012 - Present
Bank of America November 2009 - June 2012
ABN AMRO May 2008 - April 2009
FMO - Dutch Development Bank September 2006 - February 2008
Bank of America June 2003 - September 2006
Skills
Business Analysis, Management, Financial Analysis, Risk Management, Banking, Investment Banking, Finance, Leadership, Credit, Business Process..., Trade Finance, IT Transformation, Risk Consulting, Training Delivery
Education
College of Charleston 1997 — 2001
Bachelor of Science (BS), International Business
Vic Howie's Bank of America Experience 2000 - 2002
Job Wealth Management Advisor Merrill Lynch Wealth Management and CoFounder of Pitch Breakfast
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
US National Whitewater Center April 2000 - Present
American Community Bancshares March 2002 - April 2004
Bank of America 2000 - 2002
Skills
Strategic Planning, Entrepreneurship, Leadership, Leadership Development, Mergers, New Business Development, Business Strategy, Investments, Sales, Strategic Financial..., Team Building, Customer Satisfaction, Negotiation, Banking, Sales Management, Wealth Management, Mergers & Acquisitions, Risk Management, Financial Services, Small Business, Start-ups, Project Planning, Social Media, Social Media Marketing, Training, Portfolio Management, Business Development, Strategy, Nonprofits, Marketing, Public Speaking, Program Management, Coaching, Event Management, Finance, Time Management, Executive Management, Marketing Strategy, Fundraising, Budgets, Financial Analysis, Management, CRM, Public Relations, Business Planning, Analysis, Social Networking, Management Consulting, Team Leadership, Market Research
Education
College of Charleston 1979 — 1983
B. S., Business Administration
Hogeschool Brabant, The Netherlands 2001 — 2001
Euro Monetary Policy and Integration
Western Carolina University 1994 — 2002
MBA, Organizational Management
Merrill Lynch November 2006 - Present
US National Whitewater Center April 2000 - Present
American Community Bancshares March 2002 - April 2004
Bank of America 2000 - 2002
Skills
Strategic Planning, Entrepreneurship, Leadership, Leadership Development, Mergers, New Business Development, Business Strategy, Investments, Sales, Strategic Financial..., Team Building, Customer Satisfaction, Negotiation, Banking, Sales Management, Wealth Management, Mergers & Acquisitions, Risk Management, Financial Services, Small Business, Start-ups, Project Planning, Social Media, Social Media Marketing, Training, Portfolio Management, Business Development, Strategy, Nonprofits, Marketing, Public Speaking, Program Management, Coaching, Event Management, Finance, Time Management, Executive Management, Marketing Strategy, Fundraising, Budgets, Financial Analysis, Management, CRM, Public Relations, Business Planning, Analysis, Social Networking, Management Consulting, Team Leadership, Market Research
Education
College of Charleston 1979 — 1983
B. S., Business Administration
Hogeschool Brabant, The Netherlands 2001 — 2001
Euro Monetary Policy and Integration
Western Carolina University 1994 — 2002
MBA, Organizational Management
Penny Dietz's Bank of America Experience 1994 - 2007
Job Mompreneur green i am
Industry Health, Wellness and Fitness
Experience
green i am August 2009 - Present
Shaklee 2007 - Present
Bank of America 1994 - 2007
Skills
Public Speaking, Lifestyle, Wellness, Nutrition
Education
College of Charleston
green i am August 2009 - Present
Shaklee 2007 - Present
Bank of America 1994 - 2007
Skills
Public Speaking, Lifestyle, Wellness, Nutrition
Education
College of Charleston
Zhe (Zack) Xu's Bank of America Experience December 2007 - June 2011
Job Production Planner
Industry Oil & Energy
Experience
Cameron May 2015 - Present
Emerson Process Management November 2014 - February 2015
Ruhrpumpen Inc. August 2013 - November 2014
Spirit AeroSystems September 2012 - July 2013
Spirit AeroSystems June 2011 - September 2012
Bank of America December 2007 - June 2011
Abercrombie & Fitch May 2004 - June 2007
Skills
Manufacturing, Analysis, Management, Materials Management, Procurement, Production Planning, Process Scheduler, Buyers, Inventory Management, Inventory Control, MRP, Baan ERP, Chinese culture, Asian Culture, Mandarin, Microsoft Excel, Six Sigma, Purchasing, Root Cause Analysis, Continuous Improvement, Operations Management
Education
University of Central Oklahoma - College of Business Administration 2002 — 2007
B.B.S., International Trade
Enid High 1999 — 2002
Cameron May 2015 - Present
Emerson Process Management November 2014 - February 2015
Ruhrpumpen Inc. August 2013 - November 2014
Spirit AeroSystems September 2012 - July 2013
Spirit AeroSystems June 2011 - September 2012
Bank of America December 2007 - June 2011
Abercrombie & Fitch May 2004 - June 2007
Skills
Manufacturing, Analysis, Management, Materials Management, Procurement, Production Planning, Process Scheduler, Buyers, Inventory Management, Inventory Control, MRP, Baan ERP, Chinese culture, Asian Culture, Mandarin, Microsoft Excel, Six Sigma, Purchasing, Root Cause Analysis, Continuous Improvement, Operations Management
Education
University of Central Oklahoma - College of Business Administration 2002 — 2007
B.B.S., International Trade
Enid High 1999 — 2002
Rick Berry CRPC ®'s Bank of America Experience October 2005 - March 2007
Job Director, Affiliated Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
Dolores Vogel's Bank of America Experience May 2003 - August 2007
Job Instructional Designer
Industry Computer Software
Experience
Scientific Research Corporation October 2012 - Present
Blackbaud September 2007 - September 2012
Bank of America May 2003 - August 2007
THINQ Learning Solutions, Inc (now SABA) May 2000 - October 2002
Bank of America April 1998 - May 2000
Bank of America April 1994 - April 1998
Skills
Instructional Design, Software Training, Captivate, E-learning, Technical Writing, Learning Management, Online Training, Content Management, Public Speaking, ADDIE, Hands-on Training, E-Learning, Program Management, Camtasia, Software Implementation, Education Software, Curriculum Design, Learning Management..., Staff Development, Training, SharePoint, Needs Analysis, Software Documentation, CRM, Proposal Writing, Enterprise Software, WebEx, Management, Blended Learning, Lectora, Training Delivery, SnagIt, Instructor-led Training, Distance Learning, Knowledge Management, Adult Education, Adobe Acrobat, Workshop Facilitation, Consulting, FrameMaker
Education
College of Charleston 1984 — 1988
Bachelor of Arts (BA), English/Communications
Scientific Research Corporation October 2012 - Present
Blackbaud September 2007 - September 2012
Bank of America May 2003 - August 2007
THINQ Learning Solutions, Inc (now SABA) May 2000 - October 2002
Bank of America April 1998 - May 2000
Bank of America April 1994 - April 1998
Skills
Instructional Design, Software Training, Captivate, E-learning, Technical Writing, Learning Management, Online Training, Content Management, Public Speaking, ADDIE, Hands-on Training, E-Learning, Program Management, Camtasia, Software Implementation, Education Software, Curriculum Design, Learning Management..., Staff Development, Training, SharePoint, Needs Analysis, Software Documentation, CRM, Proposal Writing, Enterprise Software, WebEx, Management, Blended Learning, Lectora, Training Delivery, SnagIt, Instructor-led Training, Distance Learning, Knowledge Management, Adult Education, Adobe Acrobat, Workshop Facilitation, Consulting, FrameMaker
Education
College of Charleston 1984 — 1988
Bachelor of Arts (BA), English/Communications
clary rollins's Bank of America Experience September 1981 - April 2009
Job MetLife Home Loans
Industry Financial Services
Experience
Metlife Home Loans May 2009 - Present
Bank of America September 1981 - April 2009
Education
College of Charleston 1973 — 1977
Metlife Home Loans May 2009 - Present
Bank of America September 1981 - April 2009
Education
College of Charleston 1973 — 1977
David Dawkins, BS, MBA, CSSBB, LSMBB's Bank of America Experience January 2011 - May 2012
Job Future Plans Project Manager Consultant at Pinellas Education Foundation
Industry Financial Services
Experience
Pinellas Education Foundation November 2013 - Present
Achieva Credit Union August 2012 - Present
Bank of America January 2011 - May 2012
Ford Motor Credit Company May 2007 - March 2010
Ford Motor Credit Company May 2004 - May 2007
Ford Motor Credit Company September 2002 - May 2004
Ford Motor Credit Company March 2002 - August 2002
Ford Motor Credit Company June 2000 - March 2002
Ford Motor Credit Company June 1999 - June 2000
Skills
Product Development, Six Sigma, Strategic Planning, Accountability, Cross-functional Team..., Process Improvement, Project Management, Team Building, Leadership, Budgets, DMAIC, Strategy, Management, Marketing, CRM, Coaching, Operations Management, Change Management, Analysis, Customer Satisfaction, Training, Project Portfolio..., Portfolio Management, Business Process..., Risk Management, Finance, Performance Management, Banking, Vendor Management, Sales
Education
Villanova University 2010 — 2011
Certificate Program, Lean Six Sigma Master Black Belt
College of Business 1984 — 1987
MBA, Accounting
Southern Nazarene University 1981 — 1984
BS, Accounting
Manchester High School 1971 — 1978
Pinellas Education Foundation November 2013 - Present
Achieva Credit Union August 2012 - Present
Bank of America January 2011 - May 2012
Ford Motor Credit Company May 2007 - March 2010
Ford Motor Credit Company May 2004 - May 2007
Ford Motor Credit Company September 2002 - May 2004
Ford Motor Credit Company March 2002 - August 2002
Ford Motor Credit Company June 2000 - March 2002
Ford Motor Credit Company June 1999 - June 2000
Skills
Product Development, Six Sigma, Strategic Planning, Accountability, Cross-functional Team..., Process Improvement, Project Management, Team Building, Leadership, Budgets, DMAIC, Strategy, Management, Marketing, CRM, Coaching, Operations Management, Change Management, Analysis, Customer Satisfaction, Training, Project Portfolio..., Portfolio Management, Business Process..., Risk Management, Finance, Performance Management, Banking, Vendor Management, Sales
Education
Villanova University 2010 — 2011
Certificate Program, Lean Six Sigma Master Black Belt
College of Business 1984 — 1987
MBA, Accounting
Southern Nazarene University 1981 — 1984
BS, Accounting
Manchester High School 1971 — 1978
Shae Barry's Bank of America Experience November 2006 - April 2009
Job PMP; ITIL; SSGB: IT PM; BPM; SDLC; Agile
Industry Information Technology and Services
Experience
Advanced Disposal June 2015 - Present
Enterprise Integration January 2015 - May 2015
TEKSystems - on site at Bank of America May 2014 - October 2014
Deutsche Bank October 2011 - February 2014
Deutsche Bank December 2010 - October 2011
Deutsche Bank October 2009 - December 2010
Bank of America November 2006 - April 2009
Bank of America July 2005 - October 2006
Coldwater Creek, Inc 2002 - 2004
Skills
Vendor Management, Project Coordination, SDLC, Customer Engagement, Business Analysis, Telecommunication..., ITIL, Release Management, Six Sigma, Project Management, Governance, Infrastructure, Project Delivery, Software Project..., PMO, Project Portfolio..., Business Process..., Requirements Analysis, Program Management, Stakeholder Management, Requirements Gathering, PMP, Visio, Process Improvement, Business Requirements, Offshoring, SharePoint, System Deployment, Team Management, Testing, Management, Servers, IT Strategy, IT Management, IT Service Management, Disaster Recovery, Service Delivery, Enterprise Software, Resource Management, Enterprise Architecture, Outsourcing, Integration, Business Process, IT Operations, Agile Project Management, Change Management, Information Technology, Software Documentation, Business Continuity, Business Intelligence
Education
University of Central Oklahoma - College of Business Administration 1993 — 1995
Loyola University New Orleans 1989 — 1992
Advanced Disposal June 2015 - Present
Enterprise Integration January 2015 - May 2015
TEKSystems - on site at Bank of America May 2014 - October 2014
Deutsche Bank October 2011 - February 2014
Deutsche Bank December 2010 - October 2011
Deutsche Bank October 2009 - December 2010
Bank of America November 2006 - April 2009
Bank of America July 2005 - October 2006
Coldwater Creek, Inc 2002 - 2004
Skills
Vendor Management, Project Coordination, SDLC, Customer Engagement, Business Analysis, Telecommunication..., ITIL, Release Management, Six Sigma, Project Management, Governance, Infrastructure, Project Delivery, Software Project..., PMO, Project Portfolio..., Business Process..., Requirements Analysis, Program Management, Stakeholder Management, Requirements Gathering, PMP, Visio, Process Improvement, Business Requirements, Offshoring, SharePoint, System Deployment, Team Management, Testing, Management, Servers, IT Strategy, IT Management, IT Service Management, Disaster Recovery, Service Delivery, Enterprise Software, Resource Management, Enterprise Architecture, Outsourcing, Integration, Business Process, IT Operations, Agile Project Management, Change Management, Information Technology, Software Documentation, Business Continuity, Business Intelligence
Education
University of Central Oklahoma - College of Business Administration 1993 — 1995
Loyola University New Orleans 1989 — 1992
Mickie (Geller) Norwood's Bank of America Experience 2010 - Present
Job VP, Systems Analysis at Countrywide Financial
Industry Financial Services
Experience
Bank of America 2010 - Present
Countrywide Financial April 2006 - December 2009
The Bookworm August 2006 - November 2008
Countrywide Home Loans July 2003 - April 2006
MCI June 2000 - March 2003
WorldCom January 1998 - June 2000
University of Central Oklahoma June 1996 - December 1997
BSG Alliance June 1993 - December 1995
Education
College of Business 1996 — 1997
BBA
Texas A&M University 1990 — 1992
Bank of America 2010 - Present
Countrywide Financial April 2006 - December 2009
The Bookworm August 2006 - November 2008
Countrywide Home Loans July 2003 - April 2006
MCI June 2000 - March 2003
WorldCom January 1998 - June 2000
University of Central Oklahoma June 1996 - December 1997
BSG Alliance June 1993 - December 1995
Education
College of Business 1996 — 1997
BBA
Texas A&M University 1990 — 1992
Tyler Underwood's Bank of America Experience October 2004 - August 2006
Job HRIS Professional at Devon Energy
Industry Oil & Energy
Experience
Devon Energy August 2011 - Present
OGE Energy Corp October 2007 - July 2011
OG&E 2007 - July 2011
Energy Jobs Network August 2006 - July 2007
Bank of America October 2004 - August 2006
Skills
Human Resources, Oil & Gas Industry, SAP, HRIS, HR Policies, Organizational..., Applicant Tracking..., Workforce Planning, Program Management, Deferred Compensation, Access, Employee Relations, Onboarding, Succession Planning
Education
University of Central Oklahoma - College of Business Administration 2002 — 2008
Human Resource Management
Devon Energy August 2011 - Present
OGE Energy Corp October 2007 - July 2011
OG&E 2007 - July 2011
Energy Jobs Network August 2006 - July 2007
Bank of America October 2004 - August 2006
Skills
Human Resources, Oil & Gas Industry, SAP, HRIS, HR Policies, Organizational..., Applicant Tracking..., Workforce Planning, Program Management, Deferred Compensation, Access, Employee Relations, Onboarding, Succession Planning
Education
University of Central Oklahoma - College of Business Administration 2002 — 2008
Human Resource Management
Elizabeth Neal's Bank of America Experience 1998 - 2001
Job PMO Manager
Industry Information Technology and Services
Experience
Richland County 2005 - 2009
The South Financial Group March 2002 - August 2005
Bank of America 1998 - 2001
Education
Midlands Technical College 2008 — 2009
Management
College of Charleston 1992 — 1996
BS, Business Administration
University of South Carolina - Darla Moore School of Business
Business Administration
Richland County 2005 - 2009
The South Financial Group March 2002 - August 2005
Bank of America 1998 - 2001
Education
Midlands Technical College 2008 — 2009
Management
College of Charleston 1992 — 1996
BS, Business Administration
University of South Carolina - Darla Moore School of Business
Business Administration
Darren Edney's Bank of America Experience May 1998 - June 2012
Job Quantitative Analyst, Mktg Analysis & Capabilities
Industry Information Services
Experience
TIAA-CREF 2013 - Present
Bank of America May 1998 - June 2012
Skills
Business Analysis, Analytics, Banking, Business Intelligence, Analysis, Data Analysis, Access, Business Process..., Budgets, Financial Analysis, Management, Process Improvement, Microsoft Excel, Risk Management, Vendor Management, Portfolio Management, SharePoint, VBA, Financial Modeling, SDLC, Visio, Financial Reporting, Data Warehousing, SQL, SAS, SSIS
Education
College of Charleston 1988 — 1991
Bachelor's degree, Chemistry
TIAA-CREF 2013 - Present
Bank of America May 1998 - June 2012
Skills
Business Analysis, Analytics, Banking, Business Intelligence, Analysis, Data Analysis, Access, Business Process..., Budgets, Financial Analysis, Management, Process Improvement, Microsoft Excel, Risk Management, Vendor Management, Portfolio Management, SharePoint, VBA, Financial Modeling, SDLC, Visio, Financial Reporting, Data Warehousing, SQL, SAS, SSIS
Education
College of Charleston 1988 — 1991
Bachelor's degree, Chemistry
Allison Laura Squier's Bank of America Experience January 2003 - February 2012
Job BUSINESS DEVELOPMENT PROFESSIONAL
Industry Consumer Goods
Experience
SCREENTEK INC September 2012 - September 2013
BANK OF AMERICA January 2003 - February 2012
LINJA INTERNATIONAL August 2001 - January 2003
SPANISH SPORTS AND ENTERTAINMENT September 1998 - June 2001
THE MINUTE MAID August 1996 - July 1998
HOLLY OAK CHEMICAL February 1991 - July 1996
Skills
Microsoft Office, Business Development, Credit, International Sales, Management, New Business Development, Sales Management, Strategic Planning, Sales, CRM
Education
College of Charleston 1974 — 1979
BACHELOR DEGREE, PSYCHOLOGY AND BUSINESS ADMINISTRATION
College of Charleston
MASTER, EDUCATION
SCREENTEK INC September 2012 - September 2013
BANK OF AMERICA January 2003 - February 2012
LINJA INTERNATIONAL August 2001 - January 2003
SPANISH SPORTS AND ENTERTAINMENT September 1998 - June 2001
THE MINUTE MAID August 1996 - July 1998
HOLLY OAK CHEMICAL February 1991 - July 1996
Skills
Microsoft Office, Business Development, Credit, International Sales, Management, New Business Development, Sales Management, Strategic Planning, Sales, CRM
Education
College of Charleston 1974 — 1979
BACHELOR DEGREE, PSYCHOLOGY AND BUSINESS ADMINISTRATION
College of Charleston
MASTER, EDUCATION
Clary Rollins's Bank of America Experience September 1981 - April 2009
Job Mortgage Consultant at MetLife Home Loans
Industry Financial Services
Experience
MetLife Home Loans May 2009 - Present
Bank of America September 1981 - April 2009
Education
University of Virginia 1983 — 1986
Bankers School of Bank Management
University of South Carolina-Columbia 1979 — 1981
M.ED, Education
College of Charleston 1973 — 1977
B.S., Psychology
MetLife Home Loans May 2009 - Present
Bank of America September 1981 - April 2009
Education
University of Virginia 1983 — 1986
Bankers School of Bank Management
University of South Carolina-Columbia 1979 — 1981
M.ED, Education
College of Charleston 1973 — 1977
B.S., Psychology
Davena Gross-Licitra's Bank of America Experience February 2007 - October 2008
Job VP, Senior Marketing Programs Development Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch October 2011 - October 2014
Bank of America Merrill Lynch October 2008 - October 2011
Bank of America February 2007 - October 2008
Red Letter Events January 2007 - October 2008
Bank of America July 2006 - February 2007
Carolina Ballet 1999 - 2003
Skills
Advertising, Event Management, Sponsorship Activation, Collateral Materials..., Multi-channel Marketing, Media Planning, Corporate Events, Creative Direction, Large Budget Management, Corporate Social..., Global Marketing, Marketing Strategy, Global Strategy, Financial Services, Investment Banking, Capital Markets, Direct Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Relationship Management, Multi Tasking, Priority Management
Education
College of Charleston
BA, Corporate Communications, Cum Laude
The School of American Ballet 1996 — 1999
Full Scholarship Student
Professional Children's School 1996 — 1998
Kittatinny Regional High School
Bank of America Merrill Lynch October 2011 - October 2014
Bank of America Merrill Lynch October 2008 - October 2011
Bank of America February 2007 - October 2008
Red Letter Events January 2007 - October 2008
Bank of America July 2006 - February 2007
Carolina Ballet 1999 - 2003
Skills
Advertising, Event Management, Sponsorship Activation, Collateral Materials..., Multi-channel Marketing, Media Planning, Corporate Events, Creative Direction, Large Budget Management, Corporate Social..., Global Marketing, Marketing Strategy, Global Strategy, Financial Services, Investment Banking, Capital Markets, Direct Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Relationship Management, Multi Tasking, Priority Management
Education
College of Charleston
BA, Corporate Communications, Cum Laude
The School of American Ballet 1996 — 1999
Full Scholarship Student
Professional Children's School 1996 — 1998
Kittatinny Regional High School
Robert D. Maldonado's Bank of America Experience 1992 - 2006
Job Senior Vice President and Market Trust Director
Industry Financial Services
Experience
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
Catherine (Batten) Lindgren's Bank of America Experience 2002 - 2005
Job Mortgage Loan Officer at American Financial Network
Industry Real Estate
Experience
American Financial Network, Inc. February 2015 - Present
International Paper July 2005 - March 2009
BANK OF AMERICA 2002 - 2005
YELLOW GLOBAL, INC January 2000 - January 2001
SAMUEL SHAPIRO & CO., INC January 1998 - January 2000
ROGERS & BROWN CUSTOMS HOUSE BROKER January 1995 - January 1998
Education
College of Charleston 1989 — 1994
BA, Corporate Communications / Business
American Financial Network, Inc. February 2015 - Present
International Paper July 2005 - March 2009
BANK OF AMERICA 2002 - 2005
YELLOW GLOBAL, INC January 2000 - January 2001
SAMUEL SHAPIRO & CO., INC January 1998 - January 2000
ROGERS & BROWN CUSTOMS HOUSE BROKER January 1995 - January 1998
Education
College of Charleston 1989 — 1994
BA, Corporate Communications / Business
Jeorgia M. Brown, CPA, CMA's Bank of America Experience May 2000 - May 2004
Job Assistant Controller at Highgate Hotels
Industry Accounting
Experience
Highgate Hotels September 2014 - Present
Riverstone Residential Group December 2011 - August 2014
ENTERPRISE LEASING COMPANY January 2007 - December 2011
ENTERPRISE LEASING COMPANY January 2007 - August 2007
ENTERPRISE LEASING COMPANY November 2005 - January 2007
ENTERPRISE LEASING COMPANY May 2005 - November 2005
BANK OF AMERICA May 2000 - May 2004
Bank of America January 2000 - January 2001
Skills
Microsoft Excel, Budgets, Outlook, Accounting, Payroll, Financial Analysis, Strategic Planning, Portfolio Management, Project Management, Research, Analysis, Public Speaking, Customer Service, Windows, PowerPoint, QuickBooks, Microsoft Word, Microsoft Office, Access
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2004
Master of Business Administration (MBA), Real Estate
University of Central Oklahoma - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
Highgate Hotels September 2014 - Present
Riverstone Residential Group December 2011 - August 2014
ENTERPRISE LEASING COMPANY January 2007 - December 2011
ENTERPRISE LEASING COMPANY January 2007 - August 2007
ENTERPRISE LEASING COMPANY November 2005 - January 2007
ENTERPRISE LEASING COMPANY May 2005 - November 2005
BANK OF AMERICA May 2000 - May 2004
Bank of America January 2000 - January 2001
Skills
Microsoft Excel, Budgets, Outlook, Accounting, Payroll, Financial Analysis, Strategic Planning, Portfolio Management, Project Management, Research, Analysis, Public Speaking, Customer Service, Windows, PowerPoint, QuickBooks, Microsoft Word, Microsoft Office, Access
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2004
Master of Business Administration (MBA), Real Estate
University of Central Oklahoma - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
Fahima Haider, CRCM's Bank of America Experience July 2004 - Present
Job VP; SR. Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America July 2004 - Present
Countrywide Financial Corporation July 2004 - January 2008
Washington Mutual Bank April 2003 - April 2004
Skills
Mortgage Banking, Compliance, Word, Excel, other software..., Microsoft Excel, Auditing, Loans, Research, Mortgage Lending, Risk Management, Banking, Analysis, Financial Risk, Operational Risk, Credit Analysis, Credit, Financial Services, Loan Origination, Process Improvement, Credit Risk, Finance
Education
LANOP Emeryville California 1999 — 2000
MCSE, Microsoft Certified Systems Engineer
College of Alameda 1996 — 1996
None
Malalai High School 1987 — 1988
High School Diploma, 11-12 grade
Bank of America July 2004 - Present
Countrywide Financial Corporation July 2004 - January 2008
Washington Mutual Bank April 2003 - April 2004
Skills
Mortgage Banking, Compliance, Word, Excel, other software..., Microsoft Excel, Auditing, Loans, Research, Mortgage Lending, Risk Management, Banking, Analysis, Financial Risk, Operational Risk, Credit Analysis, Credit, Financial Services, Loan Origination, Process Improvement, Credit Risk, Finance
Education
LANOP Emeryville California 1999 — 2000
MCSE, Microsoft Certified Systems Engineer
College of Alameda 1996 — 1996
None
Malalai High School 1987 — 1988
High School Diploma, 11-12 grade
Ray Friend's Bank of America Experience February 2012 - March 2014
Job Senior Relationship Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2014 - Present
Bank of America February 2012 - March 2014
Susquehanna Bank April 2010 - February 2012
Wachovia Bank November 2004 - April 2010
Skills
Small Business Lending, Credit, Commercial Mortgages, Commercial Banking, Credit Analysis, Banking, Underwriting, Loans, Portfolio Management, Strategic Planning, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Loan Origination, Strategic Financial..., Management, SBA, Credit Risk, Mortgage Banking, Cash Management, Financial Services, Cross Selling, Customer Service
Education
College for Financial Planning 1997 — 1999
Certificate, Financial Planning
Penn State University 1981 — 1985
B.S., Management
Citizens Bank March 2014 - Present
Bank of America February 2012 - March 2014
Susquehanna Bank April 2010 - February 2012
Wachovia Bank November 2004 - April 2010
Skills
Small Business Lending, Credit, Commercial Mortgages, Commercial Banking, Credit Analysis, Banking, Underwriting, Loans, Portfolio Management, Strategic Planning, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Loan Origination, Strategic Financial..., Management, SBA, Credit Risk, Mortgage Banking, Cash Management, Financial Services, Cross Selling, Customer Service
Education
College for Financial Planning 1997 — 1999
Certificate, Financial Planning
Penn State University 1981 — 1985
B.S., Management
Hector Buenrostro's Bank of America Experience October 2013 - January 2015
Job Customer Experience Manager at Sungevity
Industry Renewables & Environment
Experience
Sungevity August 2015 - Present
Sungevity January 2015 - Present
Bank of America October 2013 - January 2015
Nelson Jobs August 2013 - October 2013
Wells Fargo June 2006 - January 2013
Kaiser Permanente September 2005 - March 2006
Hilltop Lending Corporation July 2004 - September 2005
Skills
Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teaching, Event Planning, Sales&Marketing, Business Process, Creativity, Fast-paced, Coaching Staff, Supervisory Management, Customer Satisfaction, Leadership, Sales, Interviews, Coaching, Management, Time Management, Social Networking, Social Media
Education
College of Alameda 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Sungevity August 2015 - Present
Sungevity January 2015 - Present
Bank of America October 2013 - January 2015
Nelson Jobs August 2013 - October 2013
Wells Fargo June 2006 - January 2013
Kaiser Permanente September 2005 - March 2006
Hilltop Lending Corporation July 2004 - September 2005
Skills
Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teaching, Event Planning, Sales&Marketing, Business Process, Creativity, Fast-paced, Coaching Staff, Supervisory Management, Customer Satisfaction, Leadership, Sales, Interviews, Coaching, Management, Time Management, Social Networking, Social Media
Education
College of Alameda 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Elizabeth Hamilton's Bank of America Experience October 2001 - August 2005
Job Director of Pro Bono Program at South Carolina Bar
Industry Law Practice
Experience
South Carolina Bar August 2015 - Present
Charleston School of Law January 2013 - August 2015
Pierce, Herns, Sloan & Wilson, LLC July 2010 - January 2013
South Carolina Department of Revenue September 2008 - July 2010
Honorable Joseph F. Anderson, U.S. District Court, District of South Carolina August 2008 - September 2008
Bolster Rogers, PC June 2007 - August 2007
Honorable Paul E. Short, South Carolina Court of Appeals January 2007 - April 2007
Clawson & Staubes, LLC May 2006 - August 2006
Law Offices of Paul E. Tinkler September 2005 - March 2006
Bank of America October 2001 - August 2005
Skills
Networking
Education
Charleston School of Law 2005 — 2008
JD, cum laude
College of Charleston 1996 — 2001
B.S., International Business, Spanish Minor
South Carolina Bar August 2015 - Present
Charleston School of Law January 2013 - August 2015
Pierce, Herns, Sloan & Wilson, LLC July 2010 - January 2013
South Carolina Department of Revenue September 2008 - July 2010
Honorable Joseph F. Anderson, U.S. District Court, District of South Carolina August 2008 - September 2008
Bolster Rogers, PC June 2007 - August 2007
Honorable Paul E. Short, South Carolina Court of Appeals January 2007 - April 2007
Clawson & Staubes, LLC May 2006 - August 2006
Law Offices of Paul E. Tinkler September 2005 - March 2006
Bank of America October 2001 - August 2005
Skills
Networking
Education
Charleston School of Law 2005 — 2008
JD, cum laude
College of Charleston 1996 — 2001
B.S., International Business, Spanish Minor
Allyson Roberts's Bank of America Experience April 2007 - December 2009
Job Fixed Income Sales at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2010 - Present
Bank of America April 2007 - December 2009
Bank of America August 2004 - April 2007
Education
College of Charleston
Bachelor of Science (BS), Economics
U.S. Bank January 2010 - Present
Bank of America April 2007 - December 2009
Bank of America August 2004 - April 2007
Education
College of Charleston
Bachelor of Science (BS), Economics
Kristine Casebolt's Bank of America Experience April 1997 - Present
Job Assistant Manager at Bank of America
Industry Banking
Experience
Bank of America April 1997 - Present
Education
College of Central Florida
Associate of Science (A.S.), Business Administration and Management, General
Lake Howell High School
Bank of America April 1997 - Present
Education
College of Central Florida
Associate of Science (A.S.), Business Administration and Management, General
Lake Howell High School
Kacey Freeman's Bank of America Experience May 2004 - December 2005
Job Legal Assistant at Millhorn Law Firm
Industry Legal Services
Experience
Millhorn Law Firm September 2014 - Present
Lowell Correctional Institution December 2005 - August 2014
Law Office of William G. McLean, Jr. January 2014 - March 2014
Bank of America May 2004 - December 2005
Skills
Criminal Investigations, Criminal Justice, Public Safety, Enforcement, Firearms, Corrections, Paperwork, Filing, Legal Research Skills, Electronic Filing, Interviews, Time Management, Civil Litigation, Legal Writing, Public Speaking
Education
Rasmussen College- Ocala, FL 2013 — 2014
Associate's degree, Paralegal, 3.4 GPA
College of Central Florida 2006 — 2006
Certificate, Criminal Justice and Corrections, 3.89
Millhorn Law Firm September 2014 - Present
Lowell Correctional Institution December 2005 - August 2014
Law Office of William G. McLean, Jr. January 2014 - March 2014
Bank of America May 2004 - December 2005
Skills
Criminal Investigations, Criminal Justice, Public Safety, Enforcement, Firearms, Corrections, Paperwork, Filing, Legal Research Skills, Electronic Filing, Interviews, Time Management, Civil Litigation, Legal Writing, Public Speaking
Education
Rasmussen College- Ocala, FL 2013 — 2014
Associate's degree, Paralegal, 3.4 GPA
College of Central Florida 2006 — 2006
Certificate, Criminal Justice and Corrections, 3.89
Dana Cardinal's Bank of America Experience November 2004 - November 2005
Job Medical Office Specialist
Industry Hospital & Health Care
Experience
HCA Physician Services Group March 2015 - Present
Radiology Associates of Ocala, P.A. January 2015 - March 2015
The Centers Inc January 2014 - December 2014
The Centers Inc. February 2013 - January 2014
Allergy and Asthma Care of Florida May 2011 - February 2013
Munroe Regional Medical Center December 2009 - May 2011
Taylor, Bean & Whitaker February 2006 - August 2009
Wachovia Global Securities Lending November 2005 - February 2006
Bank of America November 2004 - November 2005
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Medical Records, HIPAA, Telephone Skills, EMR, Fax, Coaching, Fundraising, Time Management, Insurance, Cpr Certified, Medical Terminology, Access, Appointment Scheduling, PowerPoint, Teamwork, Multi-line Phone, Team Building, Leadership, Critical Thinking, Process Improvement, Revenue Cycle Management, EHR, 10 Key, Training, Spreadsheets, Outlook, Management, Administrative..., Healthcare, Public Speaking, Strategic Planning, Hospitals, Healthcare Management, Analysis, Project Management, Healthcare Information..., Banking
Education
Saint Leo University 2013 — 2016
Associate of Arts (AA), Business Administration and Management, General
College of Central Florida 2010 — 2010
Certified Medical Administrative Assistant, Certified Medical Administrative Assistant
North Marion High School 2000 — 2004
High School Diploma, Diploma
HCA Physician Services Group March 2015 - Present
Radiology Associates of Ocala, P.A. January 2015 - March 2015
The Centers Inc January 2014 - December 2014
The Centers Inc. February 2013 - January 2014
Allergy and Asthma Care of Florida May 2011 - February 2013
Munroe Regional Medical Center December 2009 - May 2011
Taylor, Bean & Whitaker February 2006 - August 2009
Wachovia Global Securities Lending November 2005 - February 2006
Bank of America November 2004 - November 2005
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Medical Records, HIPAA, Telephone Skills, EMR, Fax, Coaching, Fundraising, Time Management, Insurance, Cpr Certified, Medical Terminology, Access, Appointment Scheduling, PowerPoint, Teamwork, Multi-line Phone, Team Building, Leadership, Critical Thinking, Process Improvement, Revenue Cycle Management, EHR, 10 Key, Training, Spreadsheets, Outlook, Management, Administrative..., Healthcare, Public Speaking, Strategic Planning, Hospitals, Healthcare Management, Analysis, Project Management, Healthcare Information..., Banking
Education
Saint Leo University 2013 — 2016
Associate of Arts (AA), Business Administration and Management, General
College of Central Florida 2010 — 2010
Certified Medical Administrative Assistant, Certified Medical Administrative Assistant
North Marion High School 2000 — 2004
High School Diploma, Diploma
Liz McCray's Bank of America Experience February 2008 - Present
Job Operations Team Manager at Bank of America
Industry Banking
Experience
Bank of America February 2008 - Present
Education
College of Alameda 1978 — 1980
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Laney College
Bank of America February 2008 - Present
Education
College of Alameda 1978 — 1980
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Laney College
Byron Wallace's Bank of America Experience February 2011 - April 2014
Job Sr. Recruiting Specialist, Automotive
Industry Staffing and Recruiting
Experience
Dealer Solutions 360 November 2014 - Present
First Commerce Credit Union May 2014 - December 2014
Bank of America February 2011 - April 2014
Skills
Corporate Recruiting, Sales, Customer Service, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, PowerPoint, English
Education
Florida State University 2011 — 2014
Bachelor of Science (BS), Accounting
College of Central Florida 2008 — 2010
Associate of Arts (A.A.), Business Administration
Dealer Solutions 360 November 2014 - Present
First Commerce Credit Union May 2014 - December 2014
Bank of America February 2011 - April 2014
Skills
Corporate Recruiting, Sales, Customer Service, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, PowerPoint, English
Education
Florida State University 2011 — 2014
Bachelor of Science (BS), Accounting
College of Central Florida 2008 — 2010
Associate of Arts (A.A.), Business Administration
Chad Dudley's Bank of America Experience March 2012 - February 2013
Job Financial Crimes Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo February 2013 - June 2014
Bank of America March 2012 - February 2013
Wells Fargo / Wachovia October 2011 - March 2012
Wachovia/Wells Fargo April 2011 - October 2011
Wachovia April 2010 - April 2011
Education
College of Charleston
Political Science
Summerville High School
Diploma, General Studies
Trident Technical College
Political Science
Wells Fargo June 2014 - Present
Wells Fargo February 2013 - June 2014
Bank of America March 2012 - February 2013
Wells Fargo / Wachovia October 2011 - March 2012
Wachovia/Wells Fargo April 2011 - October 2011
Wachovia April 2010 - April 2011
Education
College of Charleston
Political Science
Summerville High School
Diploma, General Studies
Trident Technical College
Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS