Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Kishan Nair Kishan Nair's Bank of America Experience 2010 - 2013
Job Head of Digital Solutions @ Mylan
Industry Pharmaceuticals
Experience
Mylan December 2014 - Present
Bank of America Merrill Lynch 2014 - 2014
Bank of America 2010 - 2013
Wells Fargo 2007 - 2010
Acro Service Corp 2002 - 2006
Government of India 1989 - 1999
Indian Navy 1984 - 1985
Skills
Product Management, Program Management, Vendor Management, Mergers, Banking, Business Analysis, Business Development, Strategic Planning, Change Management, Project Management, Process Improvement, Credit Cards, Portfolio Management, Financial Services, International Trade, International Business...
Education
Columbia University - Columbia Business School 1999 — 2002
MBA, General Management & Marketing
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Affairs
Visvesvaraya National Institute of Technology 1980 — 1984
BS, Electrical Engineering
Sainik School Bijapur 1972 — 1980
High School
Mylan December 2014 - Present
Bank of America Merrill Lynch 2014 - 2014
Bank of America 2010 - 2013
Wells Fargo 2007 - 2010
Acro Service Corp 2002 - 2006
Government of India 1989 - 1999
Indian Navy 1984 - 1985
Skills
Product Management, Program Management, Vendor Management, Mergers, Banking, Business Analysis, Business Development, Strategic Planning, Change Management, Project Management, Process Improvement, Credit Cards, Portfolio Management, Financial Services, International Trade, International Business...
Education
Columbia University - Columbia Business School 1999 — 2002
MBA, General Management & Marketing
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Affairs
Visvesvaraya National Institute of Technology 1980 — 1984
BS, Electrical Engineering
Sainik School Bijapur 1972 — 1980
High School
Kathy Rogers's Bank of America Experience 1981 - 1983
Job SemiRetired Finance Professional
Industry Financial Services
Experience
H&R Block Tax Advisors January 2015 - Present
Help/Systems 2005 - 2013
H&R Block December 2003 - April 2005
Verizon 1989 - 1992
JP Morgan 1985 - 1989
Bank of America 1981 - 1983
Skills
Tax, Financial Reporting, Accounting, IBM iSeries, Financial Analysis, Forecasting, Finance, Process Improvement, Business Intelligence, Business Analysis, Budgets, Microsoft Excel, Financial Modeling, Analysis, Software Documentation, Access, System Administration, Databases
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Accounting/Operations
University of California, Davis 1976 — 1980
BA, Economics
Hennepin Technical College
Microsoft Database Certificate, Information Technology
Minnesota State University, Mankato
Certified Financial Planning Program
H&R Block Tax Advisors January 2015 - Present
Help/Systems 2005 - 2013
H&R Block December 2003 - April 2005
Verizon 1989 - 1992
JP Morgan 1985 - 1989
Bank of America 1981 - 1983
Skills
Tax, Financial Reporting, Accounting, IBM iSeries, Financial Analysis, Forecasting, Finance, Process Improvement, Business Intelligence, Business Analysis, Budgets, Microsoft Excel, Financial Modeling, Analysis, Software Documentation, Access, System Administration, Databases
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Accounting/Operations
University of California, Davis 1976 — 1980
BA, Economics
Hennepin Technical College
Microsoft Database Certificate, Information Technology
Minnesota State University, Mankato
Certified Financial Planning Program
Alina DiDonato Alina DiDonato's Bank of America Experience 1999 - 2001
Job Managing Partner at Farragut Square Group
Industry Financial Services
Experience
Farragut Square Group 2011 - Present
Marwood Group 2002 - 2011
Bank of America 1999 - 2001
Societe Generale 1996 - 1997
JPMorgan Chase 1993 - 1996
Skills
Management, Hedge Funds, Financial Modeling, Healthcare, Research, Valuation, Policy, Analysis, Banking, Legislative Relations
Education
Columbia Business School
MBA
SUNY Albany
Bachelor of Science (B.S.), Finance
Farragut Square Group 2011 - Present
Marwood Group 2002 - 2011
Bank of America 1999 - 2001
Societe Generale 1996 - 1997
JPMorgan Chase 1993 - 1996
Skills
Management, Hedge Funds, Financial Modeling, Healthcare, Research, Valuation, Policy, Analysis, Banking, Legislative Relations
Education
Columbia Business School
MBA
SUNY Albany
Bachelor of Science (B.S.), Finance
David Waddell David Waddell's Bank of America Experience December 2011 - October 2012
Job Senior Financial Services Representative at CapStar Bank Green Hills (NMLS # 1094646)
Industry Banking
Experience
CapStar Bank November 2012 - Present
Bank of America December 2011 - October 2012
Chick-fil-A October 2010 - October 2011
Regions Bank 2000 - 2008
Skills
Banking, Customer Service, Sales, Cross Selling, Training, Coaching, Leadership, Credit, Sales Management, Customer Satisfaction, Customer Retention, Deposits, Small Business Lending, Loans, Commercial Banking, Operations Management, Lines Of Credit, Account Management, Teamwork, Human Resources, Consumer Lending, Goal Oriented, People-oriented, Building Relationships, Sales Process, Brand Loyalty, Community Service, NMLS Licensed, Notary Public
Education
Columbia State Community College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Junior
CapStar Bank November 2012 - Present
Bank of America December 2011 - October 2012
Chick-fil-A October 2010 - October 2011
Regions Bank 2000 - 2008
Skills
Banking, Customer Service, Sales, Cross Selling, Training, Coaching, Leadership, Credit, Sales Management, Customer Satisfaction, Customer Retention, Deposits, Small Business Lending, Loans, Commercial Banking, Operations Management, Lines Of Credit, Account Management, Teamwork, Human Resources, Consumer Lending, Goal Oriented, People-oriented, Building Relationships, Sales Process, Brand Loyalty, Community Service, NMLS Licensed, Notary Public
Education
Columbia State Community College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Junior
Anthony Gerardi Anthony Gerardi's Bank of America Experience 1993 - 1994
Job Executive Director at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company 2014 - Present
Truven Health Analytics 2012 - 2014
Millennium Pharmacy Systems 2010 - 2012
Doblin Group a Monitor Group company 2004 - 2010
MetLife 2001 - 2004
GE Capital 1997 - 2001
GE Equity, the Private Equity unit of GE 1997 - 2000
GE 1994 - 1997
Bank of America 1993 - 1994
Skills
Healthcare Information..., Operational Excellence, Business Alliances, Positioning, Program Management, Private Equity, Strategy, Mergers, Entrepreneurship, Corporate Development, Start-ups, Business Development, Management Consulting, Analytics, Portfolio Management, Change Management, Cross-functional Team..., Acquisition Integration, Venture Capital, Acquisitions, Competitive Analysis, Investments, Leadership, Strategic Planning, Management, Team Leadership, Business Strategy, Executive Management, Product Management, Mergers & Acquisitions, Business Modeling, Strategic Consulting, Healthcare, Financial Modeling, Strategic Partnerships, Due Diligence, Product Development, Business Planning, Negotiation, Consulting, Training, Brand Management
Education
Columbia University - Columbia Business School 2001 — 2003
EMBA
Northern Illinois University 1989 — 1992
Bachelor of Science
Columbia University in the City of New York
The Advisory Board Company 2014 - Present
Truven Health Analytics 2012 - 2014
Millennium Pharmacy Systems 2010 - 2012
Doblin Group a Monitor Group company 2004 - 2010
MetLife 2001 - 2004
GE Capital 1997 - 2001
GE Equity, the Private Equity unit of GE 1997 - 2000
GE 1994 - 1997
Bank of America 1993 - 1994
Skills
Healthcare Information..., Operational Excellence, Business Alliances, Positioning, Program Management, Private Equity, Strategy, Mergers, Entrepreneurship, Corporate Development, Start-ups, Business Development, Management Consulting, Analytics, Portfolio Management, Change Management, Cross-functional Team..., Acquisition Integration, Venture Capital, Acquisitions, Competitive Analysis, Investments, Leadership, Strategic Planning, Management, Team Leadership, Business Strategy, Executive Management, Product Management, Mergers & Acquisitions, Business Modeling, Strategic Consulting, Healthcare, Financial Modeling, Strategic Partnerships, Due Diligence, Product Development, Business Planning, Negotiation, Consulting, Training, Brand Management
Education
Columbia University - Columbia Business School 2001 — 2003
EMBA
Northern Illinois University 1989 — 1992
Bachelor of Science
Columbia University in the City of New York
Stephanie MacGyver Reese Stephanie MacGyver Reese's Bank of America Experience 2001 - 2003
Job AVP, Security Officer/Facilities and Purchasing Manager at Reliant Bank
Industry Banking
Experience
Reliant Bank February 2005 - Present
BancorpSouth (Formerly Premier Bank of Brentwood) 2003 - 2005
Bank of America 2001 - 2003
Regions Financial Corporation (Formerly Union Planters Bank) 1997 - 2000
Skills
Leadership, Vendor Management, Management, Project Planning, Contract Negotiation, Training, Project Management, Disaster Recovery, Business Development, Facilities Management, New Business Development, Budgets, Analysis, Executive Management
Education
Columbia State Community College
Business Administration
Reliant Bank February 2005 - Present
BancorpSouth (Formerly Premier Bank of Brentwood) 2003 - 2005
Bank of America 2001 - 2003
Regions Financial Corporation (Formerly Union Planters Bank) 1997 - 2000
Skills
Leadership, Vendor Management, Management, Project Planning, Contract Negotiation, Training, Project Management, Disaster Recovery, Business Development, Facilities Management, New Business Development, Budgets, Analysis, Executive Management
Education
Columbia State Community College
Business Administration
Leonce Jean-Simon's Bank of America Experience April 2010 - April 2013
Job Information Assurance Analyst at Northrop Grumman
Industry Computer & Network Security
Experience
Northrop Grumman June 2013 - Present
University of Maryland University College (UMUC) August 2012 - Present
Northrop Grumman Corporation April 2013 - June 2013
Project reboot December 2011 - April 2013
Bank of America April 2010 - April 2013
American Eagle Outfitters April 2009 - April 2010
Skills
Customer Service, Computer Hardware, Computer Repair, Banking, Leadership, Customer Satisfaction, Computer Security, Technical Support, Vulnerability Scanning, Vulnerability Assessment, eEye Retina, CompTIA A+ Certification, Customer Oriented, Soccer, CompTIA Network+..., Network Security
Education
University of Maryland University College 2013 — 2014
Master's degree, Cybersecurity
University of Maryland University College 2012 — 2013
Bachelor's degree, Cybersecurity/Terrorism and Critical Infrastructure, 3.9
Columbia Union College 2008 — 2011
Computer Science
Northrop Grumman June 2013 - Present
University of Maryland University College (UMUC) August 2012 - Present
Northrop Grumman Corporation April 2013 - June 2013
Project reboot December 2011 - April 2013
Bank of America April 2010 - April 2013
American Eagle Outfitters April 2009 - April 2010
Skills
Customer Service, Computer Hardware, Computer Repair, Banking, Leadership, Customer Satisfaction, Computer Security, Technical Support, Vulnerability Scanning, Vulnerability Assessment, eEye Retina, CompTIA A+ Certification, Customer Oriented, Soccer, CompTIA Network+..., Network Security
Education
University of Maryland University College 2013 — 2014
Master's degree, Cybersecurity
University of Maryland University College 2012 — 2013
Bachelor's degree, Cybersecurity/Terrorism and Critical Infrastructure, 3.9
Columbia Union College 2008 — 2011
Computer Science
Tarek Mohamed's Bank of America Experience 2004 - 2007
Job Corporate & Business Development at SuperCom Inc.
Industry Financial Services
Experience
SuperCom Inc. 2015 - Present
Staple Street Capital 2013 - 2014
Columbia Business School 2011 - 2012
Hawkshaw Capital Management June 2011 - August 2011
Goldman Sachs, Special Situations Group, Private Capital Team 2010 - 2010
Macquarie Group 2007 - 2009
Bank of America 2004 - 2007
Skills
Private Equity, LBO, Investment Banking, Value Investing, Distressed Debt, Equity Research, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Equities, Structured Finance, Mezzanine, Mergers & Acquisitions, Mutual Funds, Emerging Markets, Capital Markets
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Value Investing Program
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics, Dual concentrations in Finance & Accounting
SuperCom Inc. 2015 - Present
Staple Street Capital 2013 - 2014
Columbia Business School 2011 - 2012
Hawkshaw Capital Management June 2011 - August 2011
Goldman Sachs, Special Situations Group, Private Capital Team 2010 - 2010
Macquarie Group 2007 - 2009
Bank of America 2004 - 2007
Skills
Private Equity, LBO, Investment Banking, Value Investing, Distressed Debt, Equity Research, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Equities, Structured Finance, Mezzanine, Mergers & Acquisitions, Mutual Funds, Emerging Markets, Capital Markets
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Value Investing Program
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics, Dual concentrations in Finance & Accounting
Charon Darris's Bank of America Experience 2004 - 2010
Job Consultant at Great Oakland Public Schools
Industry Executive Office
Experience
Great Oakland Public Schools July 2015 - Present
Oakland Technology Exchange West July 2014 - June 2015
Oakland Unified School District 2014 - 2015
KeyBank 2012 - 2013
M & T Bank 2010 - 2012
Bank of America 2004 - 2010
JP Morgan Chase 2002 - 2004
Deloitte Consulting 2000 - 2001
Chase Manhattan Corporation 1998 - 2000
Skills
Strategic Planning, Business Development, Fundraising, Financial Analysis, Alumni Cultivation, Change Management, Power Networking
Education
Harvard University Kennedy School of Government 2013 — 2014
MPA, Mid-Career Program
Columbia University - Columbia Business School 2011 — 2013
MBA, Executive Program, Social Enterprise and Leadership
Morehouse College 1994 — 1998
BA, Business Administration
Semester at Sea Study Abroad Program 1997 — 1997
Fordham Preparatory School 1990 — 1994
Great Oakland Public Schools July 2015 - Present
Oakland Technology Exchange West July 2014 - June 2015
Oakland Unified School District 2014 - 2015
KeyBank 2012 - 2013
M & T Bank 2010 - 2012
Bank of America 2004 - 2010
JP Morgan Chase 2002 - 2004
Deloitte Consulting 2000 - 2001
Chase Manhattan Corporation 1998 - 2000
Skills
Strategic Planning, Business Development, Fundraising, Financial Analysis, Alumni Cultivation, Change Management, Power Networking
Education
Harvard University Kennedy School of Government 2013 — 2014
MPA, Mid-Career Program
Columbia University - Columbia Business School 2011 — 2013
MBA, Executive Program, Social Enterprise and Leadership
Morehouse College 1994 — 1998
BA, Business Administration
Semester at Sea Study Abroad Program 1997 — 1997
Fordham Preparatory School 1990 — 1994
Yelena Pevzner Yelena Pevzner's Bank of America Experience 2008 - 2011
Job Executive Director, Head of Solutions at KPMG
Industry Financial Services
Experience
KPMG July 2013 - Present
Endurance 2012 - 2013
Bank of America 2008 - 2011
Standard & Poor's 2005 - 2007
Platts, a division of The McGraw-Hill Companies 2003 - 2005
The McGraw-Hill Companies 2001 - 2003
Cambridge Technology Partners, Inc., e-Business 1998 - 2001
Lucent Technologies: Bell Labs Innovations 1991 - 1998
Skills
Strategy, Enterprise Software, Enterprise Architecture, Integration, Business Analysis, IT Management, Agile Methodologies, Management, Risk Management, Process Improvement, Leadership, Software Development, Business Development, SOA, Analytics
Education
Columbia University - Columbia Business School 2006 — 2006
S&P Senior Management: Leadership, Accountability and Execution Program
Stanford University 1991 — 1992
M.S., Computer Science, specializing in Distributed Systems
Purdue University 1987 — 1991
Bachelor of Science, Computer Science and Mathematics with Honors, Summa Cum Laude
Peter the Great St.Petersburg Polytechnic University 1986 — 1987
Technical Cybernatics, Summa Cum Laude (GPA 5.0/5.0)
KPMG July 2013 - Present
Endurance 2012 - 2013
Bank of America 2008 - 2011
Standard & Poor's 2005 - 2007
Platts, a division of The McGraw-Hill Companies 2003 - 2005
The McGraw-Hill Companies 2001 - 2003
Cambridge Technology Partners, Inc., e-Business 1998 - 2001
Lucent Technologies: Bell Labs Innovations 1991 - 1998
Skills
Strategy, Enterprise Software, Enterprise Architecture, Integration, Business Analysis, IT Management, Agile Methodologies, Management, Risk Management, Process Improvement, Leadership, Software Development, Business Development, SOA, Analytics
Education
Columbia University - Columbia Business School 2006 — 2006
S&P Senior Management: Leadership, Accountability and Execution Program
Stanford University 1991 — 1992
M.S., Computer Science, specializing in Distributed Systems
Purdue University 1987 — 1991
Bachelor of Science, Computer Science and Mathematics with Honors, Summa Cum Laude
Peter the Great St.Petersburg Polytechnic University 1986 — 1987
Technical Cybernatics, Summa Cum Laude (GPA 5.0/5.0)
Jennifer Hill Jennifer Hill's Bank of America Experience July 2011 - December 2014
Job CFO Global Banking and Markets at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 2011 - December 2014
RBS July 2008 - July 2011
Tisbury Capital 2006 - 2007
Goldman Sachs September 1996 - September 2006
Citi 1993 - 1996
Credit Lyonnais 1989 - 1993
European American Bank June 1987 - February 1989
Skills
Valuation, Strategy, Private Equity, Portfolio Management, Mergers, Management, Investments, Investment Banking, Interest Rate..., Hedge Funds, Fixed Income, Financial Modeling, Equities, Derivatives, Corporate Finance, Capital Markets, Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hamilton College 1983 — 1987
BA, Government, French
Bank of America July 2011 - December 2014
RBS July 2008 - July 2011
Tisbury Capital 2006 - 2007
Goldman Sachs September 1996 - September 2006
Citi 1993 - 1996
Credit Lyonnais 1989 - 1993
European American Bank June 1987 - February 1989
Skills
Valuation, Strategy, Private Equity, Portfolio Management, Mergers, Management, Investments, Investment Banking, Interest Rate..., Hedge Funds, Fixed Income, Financial Modeling, Equities, Derivatives, Corporate Finance, Capital Markets, Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hamilton College 1983 — 1987
BA, Government, French
TN D. Scholfield TN D. Scholfield's Bank of America Experience June 2015 - Present
Job Consumer Banking Leadership Program
Industry Banking
Experience
Bank of America June 2015 - Present
US Army Recruiting Command August 2012 - June 2015
US Army July 2010 - July 2012
US Army July 2008 - July 2010
US Army November 2005 - July 2008
Skills
Management, Leadership, Training, Project Planning, Quality Assurance, Time Management, Recruiting, Self-discipline, Process Improvement, Staff Development, Inspection, Critical Thinking, Oral & Written..., Teamwork, Mentoring, DoD, Security Clearance, Military
Education
Columbia Southern University 2012 — 2014
Master's Degree, Human resources
Post University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America June 2015 - Present
US Army Recruiting Command August 2012 - June 2015
US Army July 2010 - July 2012
US Army July 2008 - July 2010
US Army November 2005 - July 2008
Skills
Management, Leadership, Training, Project Planning, Quality Assurance, Time Management, Recruiting, Self-discipline, Process Improvement, Staff Development, Inspection, Critical Thinking, Oral & Written..., Teamwork, Mentoring, DoD, Security Clearance, Military
Education
Columbia Southern University 2012 — 2014
Master's Degree, Human resources
Post University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Marina Plant's Bank of America Experience October 2006 - May 2011
Job Sales and Marketing at ATTS INC.
Industry Oil & Energy
Experience
ATTS INC. June 2011 - Present
Bank of America October 2006 - May 2011
Skills
Sales, Sales Management, Customer Service, Account Management, New Business Development, Negotiation, Business Development, Marketing, Direct Sales, Management, Sales Operations, Marketing Strategy, Team Building, Project Management, Banking, Microsoft Excel, Microsoft Office, Strategic Planning, Team Leadership, Credit
Education
Columbia State Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
ATTS INC. June 2011 - Present
Bank of America October 2006 - May 2011
Skills
Sales, Sales Management, Customer Service, Account Management, New Business Development, Negotiation, Business Development, Marketing, Direct Sales, Management, Sales Operations, Marketing Strategy, Team Building, Project Management, Banking, Microsoft Excel, Microsoft Office, Strategic Planning, Team Leadership, Credit
Education
Columbia State Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
John J. Morris John J. Morris's Bank of America Experience June 2002 - March 2006
Job Senior Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2013 - Present
GenSpring Family Offices March 2006 - December 2012
Bank of America June 2002 - March 2006
Skills
Wealth Management, Asset Management, Risk Management, Portfolio Management, Investments, Alternative Investments, High Net Worth..., Wealth Management..., Private Banking, Investment Advisory, Asset Allocation, Wealth, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Credit, Equities, Estate Planning, Retirement Planning, Hedge Funds, Family Office, Banking, Securities, Relationship Management, Investment Strategies, Asset Managment, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Marketing, Finance
J.P. Morgan March 2013 - Present
GenSpring Family Offices March 2006 - December 2012
Bank of America June 2002 - March 2006
Skills
Wealth Management, Asset Management, Risk Management, Portfolio Management, Investments, Alternative Investments, High Net Worth..., Wealth Management..., Private Banking, Investment Advisory, Asset Allocation, Wealth, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Credit, Equities, Estate Planning, Retirement Planning, Hedge Funds, Family Office, Banking, Securities, Relationship Management, Investment Strategies, Asset Managment, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Marketing, Finance
David Harris David Harris's Bank of America Experience August 2009 - April 2011
Job Consultant at rogenSi
Industry Management Consulting
Experience
rogenSi, a TeleTech company November 2014 - Present
ansarada August 2013 - October 2014
Deutsche Bank June 2011 - August 2011
Bank of America August 2009 - April 2011
Bank of America July 2008 - July 2009
Bank of America July 2007 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Data Analysis, Strategy, Bloomberg, Capital Markets, Competitive Analysis, Managerial Finance, Business Development, Finance
Education
East Lansing High School
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance & Economics
University of Michigan Business School 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
rogenSi, a TeleTech company November 2014 - Present
ansarada August 2013 - October 2014
Deutsche Bank June 2011 - August 2011
Bank of America August 2009 - April 2011
Bank of America July 2008 - July 2009
Bank of America July 2007 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Data Analysis, Strategy, Bloomberg, Capital Markets, Competitive Analysis, Managerial Finance, Business Development, Finance
Education
East Lansing High School
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance & Economics
University of Michigan Business School 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Robert Healy Robert Healy's Bank of America Experience January 2009 - Present
Job Managing Director at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
Vernon Hegler Vernon Hegler's Bank of America Experience August 2012 - Present
Job Senior Operations Consultant at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
OT Training Solutions, Inc. November 2010 - August 2012
US Army October 2006 - September 2010
US ArmyCairo, Lima, Amman December 1985 - September 2006
Skills
Lean Six Sigma, Construction Management, Cross-functional Team..., Project Management, Team Building, Project Planning, Operations Management, Six Sigma, Leadership, Military, Management, Security, Analysis, Security Clearance, Government, Quality Assurance, Quality Control, Controls Development, Operational Risk..., Enterprise Risk..., Business Analysis, Team Leadership, Risk Management, Operational Planning, Process Improvement, Training, Army
Education
Columbia Southern University 2007 — 2010
BS, Project Management
Samuel Clemens
Bank of America August 2012 - Present
OT Training Solutions, Inc. November 2010 - August 2012
US Army October 2006 - September 2010
US ArmyCairo, Lima, Amman December 1985 - September 2006
Skills
Lean Six Sigma, Construction Management, Cross-functional Team..., Project Management, Team Building, Project Planning, Operations Management, Six Sigma, Leadership, Military, Management, Security, Analysis, Security Clearance, Government, Quality Assurance, Quality Control, Controls Development, Operational Risk..., Enterprise Risk..., Business Analysis, Team Leadership, Risk Management, Operational Planning, Process Improvement, Training, Army
Education
Columbia Southern University 2007 — 2010
BS, Project Management
Samuel Clemens
Jessica A Givens Jessica A Givens's Bank of America Experience June 2010 - January 2012
Job Senior Associate, Retail & Consumer, Strategy& PwC
Industry Retail
Experience
Strategy&, part of the PwC network July 2015 - Present
Lord & Taylor January 2012 - May 2013
Bank of America June 2010 - January 2012
AXA Equitable June 2009 - August 2009
Skills
Analysis, Microsoft Excel, French, Leadership, Data Analysis, Community Outreach, Fundraising, PowerPoint, Microsoft Office, Portfolio Management, Sales, Editing, Risk Management, Project Management, Research, Financial Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Davidson College 2006 — 2010
B.A., Sociology
Strategy&, part of the PwC network July 2015 - Present
Lord & Taylor January 2012 - May 2013
Bank of America June 2010 - January 2012
AXA Equitable June 2009 - August 2009
Skills
Analysis, Microsoft Excel, French, Leadership, Data Analysis, Community Outreach, Fundraising, PowerPoint, Microsoft Office, Portfolio Management, Sales, Editing, Risk Management, Project Management, Research, Financial Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Davidson College 2006 — 2010
B.A., Sociology
Elson Huang Elson Huang's Bank of America Experience September 2004 - January 2006
Job Brightline Capital Management Director of Research
Industry Investment Management
Experience
Brightline Capital Management, LLC September 2009 - Present
MetLife May 2008 - August 2008
Bank of America Merrill Lynch January 2006 - July 2007
Bank of America September 2004 - January 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Northwestern University 2000 — 2004
BA, Economics; Asian Studies
Brightline Capital Management, LLC September 2009 - Present
MetLife May 2008 - August 2008
Bank of America Merrill Lynch January 2006 - July 2007
Bank of America September 2004 - January 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Northwestern University 2000 — 2004
BA, Economics; Asian Studies
Suzanne Reidbord Cherenson's Bank of America Experience 1991 - 1996
Job Strategic Advisor at Suzanne Cherenson Consulting
Industry Management Consulting
Experience
Lexington Public Schools 2004 - Present
Suzanne Cherenson Consulting 2003 - Present
Columbia Business School Alumni Club of Boston August 2011 - December 2013
Cherenson & Associates 1996 - 2001
Bank of America 1991 - 1996
Oppenheimer Capital 1987 - 1989
Skills
Strategy, Strategic Planning, Community Outreach, Nonprofits, Business Strategy, Volunteer Management, Program Management, Analysis, Training, Management Consulting, Organizational..., Leadership Development, Research, Strategic Financial..., Management, Investments, Portfolio Management, Public Speaking, Program Development, Team Leadership, Educational Leadership, Financial Coaching, Career Counseling, Investment Advisory, Job Coaching, Financial Education
Education
Columbia University - Columbia Business School
Post-MBA Executive Education, Driving Strategic Impact, Personal Leadership
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Marketing, Management
The George Washington University
B.A., Special Honors, Anthropology
Mt. Lebanon High School
Lexington Public Schools 2004 - Present
Suzanne Cherenson Consulting 2003 - Present
Columbia Business School Alumni Club of Boston August 2011 - December 2013
Cherenson & Associates 1996 - 2001
Bank of America 1991 - 1996
Oppenheimer Capital 1987 - 1989
Skills
Strategy, Strategic Planning, Community Outreach, Nonprofits, Business Strategy, Volunteer Management, Program Management, Analysis, Training, Management Consulting, Organizational..., Leadership Development, Research, Strategic Financial..., Management, Investments, Portfolio Management, Public Speaking, Program Development, Team Leadership, Educational Leadership, Financial Coaching, Career Counseling, Investment Advisory, Job Coaching, Financial Education
Education
Columbia University - Columbia Business School
Post-MBA Executive Education, Driving Strategic Impact, Personal Leadership
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Marketing, Management
The George Washington University
B.A., Special Honors, Anthropology
Mt. Lebanon High School
jonie scott's Bank of America Experience April 2008 - May 2009
Job I do what I am told at First Community Mortgage
Industry Financial Services
Experience
First Community Mortgage May 2009 - Present
Bank of America April 2008 - May 2009
First Franklin July 2005 - March 2008
Southstar funding , LLC March 2003 - June 2005
Countrywide Home Loans May 2000 - March 2003
Skills
Loans, Processors, VA loans, rural development loans, Conventional loans, submissions, appraisal desk, Mortgage Banking, Refinance, Loan Origination
Education
Columbia State Community College 1991 — 1992
Nursing
First Community Mortgage May 2009 - Present
Bank of America April 2008 - May 2009
First Franklin July 2005 - March 2008
Southstar funding , LLC March 2003 - June 2005
Countrywide Home Loans May 2000 - March 2003
Skills
Loans, Processors, VA loans, rural development loans, Conventional loans, submissions, appraisal desk, Mortgage Banking, Refinance, Loan Origination
Education
Columbia State Community College 1991 — 1992
Nursing
Marshall St. Clair Marshall St. Clair's Bank of America Experience 1994 - 2007
Job Financial Services Product Management/Marketing Executive
Industry Banking
Experience
Bank of the West 2012 - November 2014
Webster Bank 2007 - 2012
Bank of America 1994 - 2007
FleetBoston Financial 1998 - 2005
Fleet Bank 1994 - 1998
Bank United of Texas 1993 - 1994
Citi 1982 - 1993
Skills
Product Management, Banking, Analytics, Segmentation, Strategy, Financial Services, Retail Banking, Marketing Strategy, Portfolio Management, Credit, Business Development, Product Development, Small Business, Leadership, Management, Business Strategy, Credit Cards, Direct Marketing, Integrated Marketing, Competitive Analysis, Customer Retention, Strategic Planning, Payments, Commercial Banking, Executive Management, Pricing, Multi-channel Marketing, Consumer Lending, Loans, P&L Management, Financial Analysis, Marketing Communications, Product Marketing, Cross Selling, Marketing Management, Cross-functional Team..., Start-ups, Marketing, Sales, Pricing Strategy, Lead Generation, Mortgage Lending, Marketing Research, Debit Cards, Customer Experience, Product Launch, Retail, Six Sigma, Thought Leadership, Digital Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.), Marketing, Corporate Relations & Public Policy (Double Major)
Columbia University in the City of New York 1976 — 1980
Bachelor’s Degree, Economics
Vestal High School 1973 — 1976
High School
Bank of the West 2012 - November 2014
Webster Bank 2007 - 2012
Bank of America 1994 - 2007
FleetBoston Financial 1998 - 2005
Fleet Bank 1994 - 1998
Bank United of Texas 1993 - 1994
Citi 1982 - 1993
Skills
Product Management, Banking, Analytics, Segmentation, Strategy, Financial Services, Retail Banking, Marketing Strategy, Portfolio Management, Credit, Business Development, Product Development, Small Business, Leadership, Management, Business Strategy, Credit Cards, Direct Marketing, Integrated Marketing, Competitive Analysis, Customer Retention, Strategic Planning, Payments, Commercial Banking, Executive Management, Pricing, Multi-channel Marketing, Consumer Lending, Loans, P&L Management, Financial Analysis, Marketing Communications, Product Marketing, Cross Selling, Marketing Management, Cross-functional Team..., Start-ups, Marketing, Sales, Pricing Strategy, Lead Generation, Mortgage Lending, Marketing Research, Debit Cards, Customer Experience, Product Launch, Retail, Six Sigma, Thought Leadership, Digital Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.), Marketing, Corporate Relations & Public Policy (Double Major)
Columbia University in the City of New York 1976 — 1980
Bachelor’s Degree, Economics
Vestal High School 1973 — 1976
High School
Kenny Kline Kenny Kline's Bank of America Experience June 2008 - December 2010
Job Entrepreneur and Digital Marketer
Industry Internet
Experience
JAKK Solutions March 2014 - Present
McKinsey & Company May 2013 - August 2013
HeTexted October 2012 - June 2013
Med Preps LLC June 2010 - August 2012
Center for Microfinance December 2010 - February 2012
Bank of America June 2008 - December 2010
Skills
International..., Financial Analysis, Project Management, Risk Management, Business Analysis, SEO, Online Marketing..., Start-ups, Business Development, Strategy, Quantitative Analytics, Business Strategy, Entrepreneurship, Search Engine Ranking, Research, Data Analysis, Online Marketing, Consulting, SEM, Management, E-commerce, Digital Marketing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington University in St. Louis - Olin Business School 2007 — 2008
M.S., Finance
Washington University in St. Louis
B.S., Applied Physics
JAKK Solutions March 2014 - Present
McKinsey & Company May 2013 - August 2013
HeTexted October 2012 - June 2013
Med Preps LLC June 2010 - August 2012
Center for Microfinance December 2010 - February 2012
Bank of America June 2008 - December 2010
Skills
International..., Financial Analysis, Project Management, Risk Management, Business Analysis, SEO, Online Marketing..., Start-ups, Business Development, Strategy, Quantitative Analytics, Business Strategy, Entrepreneurship, Search Engine Ranking, Research, Data Analysis, Online Marketing, Consulting, SEM, Management, E-commerce, Digital Marketing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington University in St. Louis - Olin Business School 2007 — 2008
M.S., Finance
Washington University in St. Louis
B.S., Applied Physics
Lisa Stec Lisa Stec's Bank of America Experience November 1992 - Present
Job Senior Vice President, Consumer Marketing Executive
Industry Financial Services
Experience
Bank of America November 1992 - Present
Skills
Product Marketing, Product Development, Strategic Planning, Marketing Strategy, Customer Engagement, Loyalty Program..., Loyalty Marketing, Rewards Marketing, Online Marketing, Portfolio Management, Portfolio Optimization, P&L Management, Budget Management, Direct Marketing, Brand Development, Product Launch, Channel Management, Creative Development, Segmentation, Production Management, Rewards, Credit Cards, Leadership, Marketing, Customer Experience, Financial Services, Loyalty Programs, Customer Acquisition
Education
Purdue University
Bachelor of Arts (BA), Communications
Columbia University - Columbia Business School
Bank of America November 1992 - Present
Skills
Product Marketing, Product Development, Strategic Planning, Marketing Strategy, Customer Engagement, Loyalty Program..., Loyalty Marketing, Rewards Marketing, Online Marketing, Portfolio Management, Portfolio Optimization, P&L Management, Budget Management, Direct Marketing, Brand Development, Product Launch, Channel Management, Creative Development, Segmentation, Production Management, Rewards, Credit Cards, Leadership, Marketing, Customer Experience, Financial Services, Loyalty Programs, Customer Acquisition
Education
Purdue University
Bachelor of Arts (BA), Communications
Columbia University - Columbia Business School
James Suppa James Suppa's Bank of America Experience October 2011 - Present
Job Change Executive at Bank of America
Industry Banking
Experience
Bank of America October 2011 - Present
Bank of America July 2010 - October 2011
Bank of America July 2006 - July 2010
EMC Corporation August 2004 - July 2006
JPMorgan Chase January 2002 - August 2004
JP Morgan Chase January 1999 - January 2002
JPMorgan Chase January 1995 - January 1999
InfoUSAClient Services January 1994 - January 1995
Citibank January 1991 - January 1994
Met Life August 1988 - January 1991
Skills
Process Engineering, Portfolio Management, Segmentation, Executive Reporting, Business Analytics, Forensic Reporting &..., Six Sigma, Data Analysis, Sales Support, Business Enablement, Performance Measurement, Measurement Systems, Sales Operations, Cross-functional Team..., Team Leadership, Business Analysis, Analysis, Analytics, Banking, CRM, Leadership, Management, Process Improvement, Program Management, Retail Banking, Risk Management, SDLC, Strategic Planning, Forecasting, Change Management
Education
Columbia University - Columbia Business School 1999 — 2001
Masters, Business Administration
Manhattan College 1984 — 1988
BS, Computer Science
Bank of America October 2011 - Present
Bank of America July 2010 - October 2011
Bank of America July 2006 - July 2010
EMC Corporation August 2004 - July 2006
JPMorgan Chase January 2002 - August 2004
JP Morgan Chase January 1999 - January 2002
JPMorgan Chase January 1995 - January 1999
InfoUSAClient Services January 1994 - January 1995
Citibank January 1991 - January 1994
Met Life August 1988 - January 1991
Skills
Process Engineering, Portfolio Management, Segmentation, Executive Reporting, Business Analytics, Forensic Reporting &..., Six Sigma, Data Analysis, Sales Support, Business Enablement, Performance Measurement, Measurement Systems, Sales Operations, Cross-functional Team..., Team Leadership, Business Analysis, Analysis, Analytics, Banking, CRM, Leadership, Management, Process Improvement, Program Management, Retail Banking, Risk Management, SDLC, Strategic Planning, Forecasting, Change Management
Education
Columbia University - Columbia Business School 1999 — 2001
Masters, Business Administration
Manhattan College 1984 — 1988
BS, Computer Science
Odalys Rivera Odalys Rivera's Bank of America Experience March 2008 - October 2012
Job Front Office Executive/Customer Service Representative at Carpenter Co.
Industry Chemicals
Experience
Carpenter Co. November 2012 - Present
Bank of America March 2008 - October 2012
Rooms To Go September 2004 - April 2008
Skills
•Creative problem..., •Exceptional..., •Strong client..., •Filing and data..., •Data entry, •Bilingual in Spanish, •Proficient in SAP
Education
Columbia Southern University 2013 — 2016
Associate of Science: Business Administration
Carpenter Co. November 2012 - Present
Bank of America March 2008 - October 2012
Rooms To Go September 2004 - April 2008
Skills
•Creative problem..., •Exceptional..., •Strong client..., •Filing and data..., •Data entry, •Bilingual in Spanish, •Proficient in SAP
Education
Columbia Southern University 2013 — 2016
Associate of Science: Business Administration
Andy Blechman Andy Blechman's Bank of America Experience June 2006 - September 2007
Job Founder at Southfork
Industry Food & Beverages
Experience
Southfork September 2014 - Present
SiteCompli February 2012 - September 2014
Accordion Partners October 2009 - January 2012
JL Berkowitz & Co. LLC October 2007 - October 2009
Bank of America June 2006 - September 2007
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics and Economics
Southfork September 2014 - Present
SiteCompli February 2012 - September 2014
Accordion Partners October 2009 - January 2012
JL Berkowitz & Co. LLC October 2007 - October 2009
Bank of America June 2006 - September 2007
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics and Economics
Raja Bose's Bank of America Experience July 2007 - November 2011
Job Vice President, Global Advisory Services
Industry Financial Services
Experience
Diebold February 2012 - Present
payCLT: Charlotte Payments Initiative December 2011 - Present
Bank of America July 2007 - November 2011
Deloitte Consulting September 2004 - August 2007
Siebel Systems 2004 - 2004
Avistar Communications Corporation 1999 - 2003
KPMG Consulting 1996 - 1998
First Manhattan Consulting Group 1995 - 1996
J.P. Morgan 1992 - 1995
Skills
Strategy Development, Financial Analysis, Product Management, Business Strategy, Customer Experience, Payments, Business Modeling, Mobile Payments, Distribution Channel..., Distribution Strategies, Strategy, Development Strategy, Analytics, Banking, Business Analysis, Leadership, Vendor Management, CRM, Risk Management, Business Process..., Program Management, Financial Services, Business Process, Executive Management, Business Planning, Integration, Management, Analysis, Mobile Devices, Project Portfolio..., Strategic Planning, Consulting, Entrepreneurship
Education
Columbia Business School
MBA, Finance, Operations
New York University - Leonard N. Stern School of Business
BS, Information Systems & Management
Diebold February 2012 - Present
payCLT: Charlotte Payments Initiative December 2011 - Present
Bank of America July 2007 - November 2011
Deloitte Consulting September 2004 - August 2007
Siebel Systems 2004 - 2004
Avistar Communications Corporation 1999 - 2003
KPMG Consulting 1996 - 1998
First Manhattan Consulting Group 1995 - 1996
J.P. Morgan 1992 - 1995
Skills
Strategy Development, Financial Analysis, Product Management, Business Strategy, Customer Experience, Payments, Business Modeling, Mobile Payments, Distribution Channel..., Distribution Strategies, Strategy, Development Strategy, Analytics, Banking, Business Analysis, Leadership, Vendor Management, CRM, Risk Management, Business Process..., Program Management, Financial Services, Business Process, Executive Management, Business Planning, Integration, Management, Analysis, Mobile Devices, Project Portfolio..., Strategic Planning, Consulting, Entrepreneurship
Education
Columbia Business School
MBA, Finance, Operations
New York University - Leonard N. Stern School of Business
BS, Information Systems & Management
Justin Schinnerer Justin Schinnerer's Bank of America Experience 2008 - 2010
Job Mortgage Consultant at HSBC
Industry Banking
Experience
HSBC January 2014 - Present
Wells Fargo May 2005 - January 2014
Bank of America 2008 - 2010
Skills
Underwriting, Financial Analysis, Pipeline Management, Communication, Team Building, Manage Client..., Credit Analysis, New Business Development
Education
Columbia University - Columbia Business School
Graduate School of Business - Executive Education
San Diego State University-California State University 2003 — 2005
B.S. Management and Marketing, Business
UCLA 2010 — 2010
Marketing
HSBC January 2014 - Present
Wells Fargo May 2005 - January 2014
Bank of America 2008 - 2010
Skills
Underwriting, Financial Analysis, Pipeline Management, Communication, Team Building, Manage Client..., Credit Analysis, New Business Development
Education
Columbia University - Columbia Business School
Graduate School of Business - Executive Education
San Diego State University-California State University 2003 — 2005
B.S. Management and Marketing, Business
UCLA 2010 — 2010
Marketing
Dan Sill Dan Sill's Bank of America Experience January 1989 - January 1992
Job Director at International Alpine Club
Industry Leisure, Travel & Tourism
Experience
International Alpine Club February 2010 - Present
StockCross Financial Services, Inc January 1995 - January 2009
Bank of America January 1989 - January 1992
Manufacturers Hanover Trust January 1978 - January 1988
Skills
Investment Banking, Risk Management, Strategic Planning, Leadership, Marketing, Financial Services, Management, Banking, Trading, Investments, Mergers & Acquisitions, Process Improvement, Equities, Securities, Strategy
Education
Columbia Business School 1984 — 1986
M.B.A, Finance
University of Washington 1973 — 1978
B.A, Business Administration
International Alpine Club February 2010 - Present
StockCross Financial Services, Inc January 1995 - January 2009
Bank of America January 1989 - January 1992
Manufacturers Hanover Trust January 1978 - January 1988
Skills
Investment Banking, Risk Management, Strategic Planning, Leadership, Marketing, Financial Services, Management, Banking, Trading, Investments, Mergers & Acquisitions, Process Improvement, Equities, Securities, Strategy
Education
Columbia Business School 1984 — 1986
M.B.A, Finance
University of Washington 1973 — 1978
B.A, Business Administration
Joseph Mickey Giacobbe Joseph Mickey Giacobbe's Bank of America Experience March 2003 - April 2009
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
Ted Bradshaw Ted Bradshaw's Bank of America Experience 2010 - Present
Job RN, BSN
Industry Hospital & Health Care
Experience
Bank of America 2010 - Present
Education
Middle Tennessee State University 2013 — 2014
Bachelor of Science, Nursing, Nursing, Graduate
Columbia State Community College 2011 — 2013
Associate's degree, Registered Nursing/Registered Nurse, Graduate
Bank of America 2010 - Present
Education
Middle Tennessee State University 2013 — 2014
Bachelor of Science, Nursing, Nursing, Graduate
Columbia State Community College 2011 — 2013
Associate's degree, Registered Nursing/Registered Nurse, Graduate
Justine Tobin Justine Tobin's Bank of America Experience June 1994 - August 1998
Job Investment Banker Tobin & Company Investment Banking Group LLC
Industry Investment Banking
Experience
Tobin & Company Investment Banking Group LLC February 2001 - Present
Charlotte Regional Technology Executives Council March 2010 - August 2011
Stanford Keene April 1999 - February 2001
Bank of America June 1994 - August 1998
Salomon Brothers Inc. August 1989 - March 1994
Goldman, Sachs & Co. March 1985 - January 1988
First National Bank of Tulsa June 1983 - February 1985
Skills
Investment Banking, Corporate Finance, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Financial Modeling, Securities, Venture Capital, Banking, Business Valuation, Management, Corporate Development, M&A experience, Financial Structuring, Private Placements, LBO, Divestitures, Equity Valuation, IPO, Equity Research, Capital, Leveraged Finance, DCF, Acquisitions, Deal Sourcing, Emerging Markets, Capital Markets, Capital Raising, Structured Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1983
BBA, Finance and International Business Double Major, French Minor
Oklahoma State University 1979 — 1981
Business
Tulsa Memorial High School
Tobin & Company Investment Banking Group LLC February 2001 - Present
Charlotte Regional Technology Executives Council March 2010 - August 2011
Stanford Keene April 1999 - February 2001
Bank of America June 1994 - August 1998
Salomon Brothers Inc. August 1989 - March 1994
Goldman, Sachs & Co. March 1985 - January 1988
First National Bank of Tulsa June 1983 - February 1985
Skills
Investment Banking, Corporate Finance, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Financial Modeling, Securities, Venture Capital, Banking, Business Valuation, Management, Corporate Development, M&A experience, Financial Structuring, Private Placements, LBO, Divestitures, Equity Valuation, IPO, Equity Research, Capital, Leveraged Finance, DCF, Acquisitions, Deal Sourcing, Emerging Markets, Capital Markets, Capital Raising, Structured Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1983
BBA, Finance and International Business Double Major, French Minor
Oklahoma State University 1979 — 1981
Business
Tulsa Memorial High School
Robert High's Bank of America Experience 1997 - 1999
Job Consultant at RH Consulting Services LLC
Industry Retail
Experience
RH Consulting Services LLC 2014 - Present
Toys R Us 2009 - 2014
Toys R Us 2006 - 2009
Toys R Us 2003 - 2006
Toys R Us 2002 - 2003
Toys R Us 2000 - 2002
Bank of America 1997 - 1999
Union Bank of Switzerland 1995 - 1996
Union Bank of Switzerland 1993 - 1995
Chemical Bank 1992 - 1993
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Inventory Management, Forecasting, Inventory Control, Income Statement, Leadership, P&L Management, Profit, Store Operations, Sales, Merchandise Planning, Pricing, Multi-channel Retail, P&L, Assortment, Purchasing, Product Development, Trend Analysis, Apparel, Retail Sales, Private Label, Loss Prevention, CPFR, Sourcing, Planograms, Supply Chain, Cross-functional Team..., Driving Results, Hiring, Multi-unit, Sales Management, Operations Management, Sales Operations, Budgets, Competitive Analysis, Business Strategy, Negotiation, Management, Global Sourcing, Business Process..., Strategic Planning, Team Leadership, Big Box, Customer Satisfaction, Team Building, Shrinkage, Wholesale
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
National Taiwan Normal University 1996 — 1997
Intensive Mandarin Study
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, Economics
University of Cambridge 1991 — 1991
Economics and Politics
RH Consulting Services LLC 2014 - Present
Toys R Us 2009 - 2014
Toys R Us 2006 - 2009
Toys R Us 2003 - 2006
Toys R Us 2002 - 2003
Toys R Us 2000 - 2002
Bank of America 1997 - 1999
Union Bank of Switzerland 1995 - 1996
Union Bank of Switzerland 1993 - 1995
Chemical Bank 1992 - 1993
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Inventory Management, Forecasting, Inventory Control, Income Statement, Leadership, P&L Management, Profit, Store Operations, Sales, Merchandise Planning, Pricing, Multi-channel Retail, P&L, Assortment, Purchasing, Product Development, Trend Analysis, Apparel, Retail Sales, Private Label, Loss Prevention, CPFR, Sourcing, Planograms, Supply Chain, Cross-functional Team..., Driving Results, Hiring, Multi-unit, Sales Management, Operations Management, Sales Operations, Budgets, Competitive Analysis, Business Strategy, Negotiation, Management, Global Sourcing, Business Process..., Strategic Planning, Team Leadership, Big Box, Customer Satisfaction, Team Building, Shrinkage, Wholesale
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
National Taiwan Normal University 1996 — 1997
Intensive Mandarin Study
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, Economics
University of Cambridge 1991 — 1991
Economics and Politics
Dominic Malleo Dominic Malleo's Bank of America Experience 2013 - Present
Job Director, Senior Credit Products Officer at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Holly Ziegel Ruxin's Bank of America Experience May 2001 - April 2006
Job CEO & Founder Montcalm TCR
Industry Financial Services
Experience
Montcalm TCR October 2012 - Present
Morgan Stanley Wealth Management April 2006 - October 2012
Bank of America May 2001 - April 2006
Goldman Sachs June 1997 - May 2001
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Briarcliff High School 1983 — 1987
Montcalm TCR October 2012 - Present
Morgan Stanley Wealth Management April 2006 - October 2012
Bank of America May 2001 - April 2006
Goldman Sachs June 1997 - May 2001
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Briarcliff High School 1983 — 1987
Reginald Sledge, MBA's Bank of America Experience September 2013 - November 2014
Job Business Continuity Manager (Consultant) at Union Bank
Industry Management Consulting
Experience
Union Bank December 2014 - Present
Bank of America September 2013 - November 2014
AIG September 2012 - August 2013
CONNECT - San Diego April 2012 - September 2012
Wells Fargo Bank June 2011 - January 2012
Indus Technology September 2010 - June 2011
Qualcomm January 2010 - September 2010
SAIC June 2009 - January 2010
Fair Isaac 2005 - 2008
Union Bank 2005 - 2005
Skills
Risk Management, Business Process..., Program Management, Process Improvement, Business Analysis, Leadership, Analysis, Project Management, Management, Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategic Planning, Internal Audit, Six Sigma, Business Continuity, Risk Assessment, Portfolio Management, Competitive Analysis, Policy, SAP, Microsoft Office, New Business Development, Oracle, Business Process..., Regulatory Compliance, Equity Trading, Business Process Design, SOX, Risk Mitigation, Defense Contracting, Procedures Manuals, Training & Development, Security Clearance, DMAIC, City Government, Government Relations, Community Development, Fixed Income Trading, Equity Research, White Papers, Industry Analysis, Oracle Discoverer, Agile, Waterfall Model, SWOT Analysis, Risk Control..., Mergers & Acquisitions, Finance, Business Intelligence
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Accounting
Boston University 1972 — 1976
B.S., International Management
Lawrence Academy 1968 — 1972
College Preparatory. New England Boarding School
Dartmouth College
ABC Program. Academic scholarship. Introduction to The Lawrence Academy, a New England Prep School, Mathematics, English Literature, Theatre.
University of California, San Diego 1995 — 1997
Certificate, French I, II, III, and IV
Union Bank December 2014 - Present
Bank of America September 2013 - November 2014
AIG September 2012 - August 2013
CONNECT - San Diego April 2012 - September 2012
Wells Fargo Bank June 2011 - January 2012
Indus Technology September 2010 - June 2011
Qualcomm January 2010 - September 2010
SAIC June 2009 - January 2010
Fair Isaac 2005 - 2008
Union Bank 2005 - 2005
Skills
Risk Management, Business Process..., Program Management, Process Improvement, Business Analysis, Leadership, Analysis, Project Management, Management, Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategic Planning, Internal Audit, Six Sigma, Business Continuity, Risk Assessment, Portfolio Management, Competitive Analysis, Policy, SAP, Microsoft Office, New Business Development, Oracle, Business Process..., Regulatory Compliance, Equity Trading, Business Process Design, SOX, Risk Mitigation, Defense Contracting, Procedures Manuals, Training & Development, Security Clearance, DMAIC, City Government, Government Relations, Community Development, Fixed Income Trading, Equity Research, White Papers, Industry Analysis, Oracle Discoverer, Agile, Waterfall Model, SWOT Analysis, Risk Control..., Mergers & Acquisitions, Finance, Business Intelligence
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Accounting
Boston University 1972 — 1976
B.S., International Management
Lawrence Academy 1968 — 1972
College Preparatory. New England Boarding School
Dartmouth College
ABC Program. Academic scholarship. Introduction to The Lawrence Academy, a New England Prep School, Mathematics, English Literature, Theatre.
University of California, San Diego 1995 — 1997
Certificate, French I, II, III, and IV
Jared Sarfaty Jared Sarfaty's Bank of America Experience August 1990 - August 1998
Job Head of Export & Agency Finance Americas at Mizuho Bank
Industry Banking
Experience
Mizuho Bank October 2013 - Present
Citibank June 2004 - June 2013
Credit Agricole CIB January 2002 - April 2004
TD September 1998 - December 2001
Bank of America August 1990 - August 1998
BNY Mellon August 1982 - August 1990
JPMorgan Chase September 1978 - July 1982
Skills
Project Finance, Syndications, Investments, Financial Advisory, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Corporate Finance, Emerging Markets, Banking, Credit Risk, Trade Finance, Derivatives, Financial Modeling, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Structured Products, Structured Trade, Credit, Private Equity, Valuation, Risk Management, Fixed Income, Financial Institutions, Financial Markets, Finance, Securitization, Leveraged Finance, Trading
Education
Columbia University - Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance and International Business, Dean's List
Haverford College 1971 — 1975
Bachelor of Arts (B.A.), History, economics
St. George's College, Santiago, Chile 1969 — 1971
Bachillerato, Suma cum laude
Mizuho Bank October 2013 - Present
Citibank June 2004 - June 2013
Credit Agricole CIB January 2002 - April 2004
TD September 1998 - December 2001
Bank of America August 1990 - August 1998
BNY Mellon August 1982 - August 1990
JPMorgan Chase September 1978 - July 1982
Skills
Project Finance, Syndications, Investments, Financial Advisory, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Corporate Finance, Emerging Markets, Banking, Credit Risk, Trade Finance, Derivatives, Financial Modeling, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Structured Products, Structured Trade, Credit, Private Equity, Valuation, Risk Management, Fixed Income, Financial Institutions, Financial Markets, Finance, Securitization, Leveraged Finance, Trading
Education
Columbia University - Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance and International Business, Dean's List
Haverford College 1971 — 1975
Bachelor of Arts (B.A.), History, economics
St. George's College, Santiago, Chile 1969 — 1971
Bachillerato, Suma cum laude
Rodrigo Mariño, CFA's Bank of America Experience July 2013 - July 2015
Job Sales & Trading
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2012 - August 2012
Banco de Bogotá March 2008 - July 2011
Banco de Bogota February 2006 - March 2008
Skills
Valuation, Capital Markets, Financial Modeling, Corporate Finance, Emerging Markets, Fixed Income, Financial Analysis, Bloomberg, Investments, Derivatives, Portfolio Management, Trading
Education
Columbia University - Columbia Business School 2010 — 2013
MBA, Finance
Universidad de Los Andes 2000 — 2005
BSCE, Civil Engineering
Morgan Stanley July 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2012 - August 2012
Banco de Bogotá March 2008 - July 2011
Banco de Bogota February 2006 - March 2008
Skills
Valuation, Capital Markets, Financial Modeling, Corporate Finance, Emerging Markets, Fixed Income, Financial Analysis, Bloomberg, Investments, Derivatives, Portfolio Management, Trading
Education
Columbia University - Columbia Business School 2010 — 2013
MBA, Finance
Universidad de Los Andes 2000 — 2005
BSCE, Civil Engineering
Kathy Melgar's Bank of America Experience July 2011 - November 2011
Job Assistant Vice President, Product Delivery at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2015 - Present
Pacific Life November 2011 - Present
Bank of America July 2011 - November 2011
Carrington Mortgage Holdings July 2007 - May 2011
Bank of America August 2004 - June 2007
Balboa Insurance Group April 2000 - August 2004
Balboa Life and Casualty April 1990 - March 2000
Pacific Mutual 1980 - 1990
Skills
Project Governance, Risk Management, Health Insurance, SDLC, Project Management, Process Improvement, Vendor Management, Strategic Planning, Start-ups, Mortgage Servicing, Change Management, Contract Negotiation, Insurance, Integration, Training, Business Analysis, Business Intelligence, Team Building, Business Process..., Project Planning, Program Management, Business Strategy, Management, Strategy, Governance, IT Strategy, PMO
Education
La Sierra University 1975 — 1976
General Education
Loma Linda University 1975 — 1975
Undergraduate studies
Columbia Union College 1973 — 1974
General Education
Pacific Life April 2015 - Present
Pacific Life November 2011 - Present
Bank of America July 2011 - November 2011
Carrington Mortgage Holdings July 2007 - May 2011
Bank of America August 2004 - June 2007
Balboa Insurance Group April 2000 - August 2004
Balboa Life and Casualty April 1990 - March 2000
Pacific Mutual 1980 - 1990
Skills
Project Governance, Risk Management, Health Insurance, SDLC, Project Management, Process Improvement, Vendor Management, Strategic Planning, Start-ups, Mortgage Servicing, Change Management, Contract Negotiation, Insurance, Integration, Training, Business Analysis, Business Intelligence, Team Building, Business Process..., Project Planning, Program Management, Business Strategy, Management, Strategy, Governance, IT Strategy, PMO
Education
La Sierra University 1975 — 1976
General Education
Loma Linda University 1975 — 1975
Undergraduate studies
Columbia Union College 1973 — 1974
General Education
Elizabeth Dupee Elizabeth Dupee's Bank of America Experience October 2013 - Present
Job Strategic Risk Management
Industry Financial Services
Experience
Bank of America October 2013 - Present
Ernst & Young, LLP April 2002 - September 2013
Arthur Andersen 2001 - 2002
Skills
Leadership, Management, Coaching, Enterprise Risk..., Risk Management, Internal Controls, Management Consulting, Sarbanes-Oxley Act, IT Audit, Business Process..., Internal Audit, CISA, IT Strategy, Business Analysis, Mergers, Process Improvement, Business Transformation, External Audit, Project Management, Governance, Business Process..., Operational Risk..., Information Technology, Banking, Equities, Financial Services, Business Process, PMO, Information Security, Business Continuity, Vendor Management, AML, Business Intelligence, COBIT, Risk Assessment, Financial Modeling, Financial Analysis, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Rensselaer Polytechnic Institute 1997 — 2001
Kimball Union Academy 1994 — 1997
High School, General
Bank of America October 2013 - Present
Ernst & Young, LLP April 2002 - September 2013
Arthur Andersen 2001 - 2002
Skills
Leadership, Management, Coaching, Enterprise Risk..., Risk Management, Internal Controls, Management Consulting, Sarbanes-Oxley Act, IT Audit, Business Process..., Internal Audit, CISA, IT Strategy, Business Analysis, Mergers, Process Improvement, Business Transformation, External Audit, Project Management, Governance, Business Process..., Operational Risk..., Information Technology, Banking, Equities, Financial Services, Business Process, PMO, Information Security, Business Continuity, Vendor Management, AML, Business Intelligence, COBIT, Risk Assessment, Financial Modeling, Financial Analysis, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Rensselaer Polytechnic Institute 1997 — 2001
Kimball Union Academy 1994 — 1997
High School, General
Preston Murray's Bank of America Experience June 2010 - August 2010
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture January 2013 - Present
Manhattan Associates May 2011 - January 2013
Bank of America June 2010 - August 2010
Delta Air Lines January 2009 - December 2009
Skills
User Interface Design, Software Configuration..., User Acceptance Testing, WMS, Six Sigma, Databases, SQL*Plus, Data Analysis, Process Management, Warehouse Management, Testing, Management Consulting, Supply Chain, Project Management, Business Process..., Process Improvement, Microsoft Office, Business Analysis, Consulting, Strategy
Education
Columbia University - Columbia Business School
MBA Candidate
Georgia Institute of Technology 2006 — 2011
BS, Industrial Engineering
Mountain Brook High School 2003 — 2006
Accenture January 2013 - Present
Manhattan Associates May 2011 - January 2013
Bank of America June 2010 - August 2010
Delta Air Lines January 2009 - December 2009
Skills
User Interface Design, Software Configuration..., User Acceptance Testing, WMS, Six Sigma, Databases, SQL*Plus, Data Analysis, Process Management, Warehouse Management, Testing, Management Consulting, Supply Chain, Project Management, Business Process..., Process Improvement, Microsoft Office, Business Analysis, Consulting, Strategy
Education
Columbia University - Columbia Business School
MBA Candidate
Georgia Institute of Technology 2006 — 2011
BS, Industrial Engineering
Mountain Brook High School 2003 — 2006
F. Y. Tao F. Y. Tao's Bank of America Experience November 1999 - Present
Job Accountant at Bank of America
Industry Financial Services
Experience
Bank of America November 1999 - Present
Education
Columbia University - Columbia Business School 1995 — 1999
Master, Business Modeling for Enterpre
Bank of America November 1999 - Present
Education
Columbia University - Columbia Business School 1995 — 1999
Master, Business Modeling for Enterpre
Jane Hoffmann Jane Hoffmann's Bank of America Experience February 2011 - Present
Job SVP, Change Management Executive at Bank of America, Mortgage Servicing
Industry Financial Services
Experience
Bank of America February 2011 - Present
Bank of America September 2010 - September 2011
IBM Lender Business Process Services, Inc. January 2007 - June 2010
Wachovia Mortgage September 2001 - June 2006
Cendant Mortgage (PHH Mortgage Services) November 1997 - June 2001
Citicorp January 1995 - December 1996
Citicorp August 1993 - December 1994
JD Mortgage Advisors, Inc January 1992 - July 1993
Citicorp Mortgage January 1988 - December 1991
Citicorp 1984 - 1988
Skills
Strategy, Change Management, CRM, Financial Services, Business Development, Business Process..., Project Management, Six Sigma, Leadership, Process Improvement, Product Management, Business Strategy, Operations Management, Mortgage Lending, Cross-functional Team..., Management, Outsourcing, Training, Banking, Business Analysis, Business Process, Call Center, Program Management, Call Centers, Analytics, Finance
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing
Tufts University 1974 — 1978
BA, European History, French Literature
Bank of America February 2011 - Present
Bank of America September 2010 - September 2011
IBM Lender Business Process Services, Inc. January 2007 - June 2010
Wachovia Mortgage September 2001 - June 2006
Cendant Mortgage (PHH Mortgage Services) November 1997 - June 2001
Citicorp January 1995 - December 1996
Citicorp August 1993 - December 1994
JD Mortgage Advisors, Inc January 1992 - July 1993
Citicorp Mortgage January 1988 - December 1991
Citicorp 1984 - 1988
Skills
Strategy, Change Management, CRM, Financial Services, Business Development, Business Process..., Project Management, Six Sigma, Leadership, Process Improvement, Product Management, Business Strategy, Operations Management, Mortgage Lending, Cross-functional Team..., Management, Outsourcing, Training, Banking, Business Analysis, Business Process, Call Center, Program Management, Call Centers, Analytics, Finance
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing
Tufts University 1974 — 1978
BA, European History, French Literature
Mark Weber Mark Weber's Bank of America Experience 2002 - 2012
Job Executive Director at Temple Sinai of North Dade, Inc.
Industry Nonprofit Organization Management
Experience
Temple Sinai of North Dade, Inc. 2014 - Present
EXL March 2012 - May 2014
Bank of America 2002 - 2012
American Express 1985 - 2002
Skills
Operations Management, Executive Management, Business Transformation, Management Consulting, Program Management, Business Process..., Change Leadership, Problem Solving, Service Delivery, Call Center, Leadership Development, Supplier Management, Outsourcing Management, Offshoring, Business Development, Relationship Management, Business Planning, Business Strategy, Strategic Sourcing, Strategic Partnerships, Mortgage Lending, Leadership, Risk Management, Strategic Planning, Customer Experience, Banking, Process Improvement, Credit Cards, Analytics, Process Management, Operational Risk..., Financial Risk, Supply Management, Portfolio Management, Re-engineering, Vendor Management, Financial Modeling, Six Sigma, Outsourcing, Credit, Financial Services, Mergers, Financial Analysis, Change Management, Retail Banking, Loans, Business Analysis, Strategy, Credit Risk, Cross-functional Team...
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Marketing and Finance
University of Pennsylvania 1978 — 1982
BA, Economics, Political Science
Herzliah High School 1974 — 1978
HS Diploma, Science
Temple Sinai of North Dade, Inc. 2014 - Present
EXL March 2012 - May 2014
Bank of America 2002 - 2012
American Express 1985 - 2002
Skills
Operations Management, Executive Management, Business Transformation, Management Consulting, Program Management, Business Process..., Change Leadership, Problem Solving, Service Delivery, Call Center, Leadership Development, Supplier Management, Outsourcing Management, Offshoring, Business Development, Relationship Management, Business Planning, Business Strategy, Strategic Sourcing, Strategic Partnerships, Mortgage Lending, Leadership, Risk Management, Strategic Planning, Customer Experience, Banking, Process Improvement, Credit Cards, Analytics, Process Management, Operational Risk..., Financial Risk, Supply Management, Portfolio Management, Re-engineering, Vendor Management, Financial Modeling, Six Sigma, Outsourcing, Credit, Financial Services, Mergers, Financial Analysis, Change Management, Retail Banking, Loans, Business Analysis, Strategy, Credit Risk, Cross-functional Team...
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Marketing and Finance
University of Pennsylvania 1978 — 1982
BA, Economics, Political Science
Herzliah High School 1974 — 1978
HS Diploma, Science
Paul R. Maniscalco Paul R. Maniscalco's Bank of America Experience 1985 - 1989
Job Senior Program Manager │ MBA
Industry Financial Services
Experience
Bank of America / HP 2011 - Present
Bank of America / HCL America 2010 - 2010
HSBC 2003 - 2009
Metropolitan Preschools 2000 - 2003
The Princeton Review 1997 - 2000
The Princeton Review 1990 - 1997
Morgan Guaranty Trust 1989 - 1990
Bank of America 1985 - 1989
Skills
Project Management, Change Management, Budget Oversight, Process Improvement, Team Leadership, Vendor Relations, Trading Operations, Regulatory Reporting, Audit Management, Banking, Marketing, Leadership, Strategic Planning, Program Management, FX Options, Management, Risk Management, Financial Services, Options, Project Planning, Business Analysis, Consulting, Integration, Analysis, Equities, Operations Management, Strategy, Derivatives, Trading, Investments, Budgets, Mergers & Acquisitions, Disaster Recovery, Middle Office, Access, Vendor Management, Training, Business Strategy, Team Building, Portfolio Management, Asset Management, Fixed Income
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Vassar College
Bachelor's Degree, Economics
Bank of America / HP 2011 - Present
Bank of America / HCL America 2010 - 2010
HSBC 2003 - 2009
Metropolitan Preschools 2000 - 2003
The Princeton Review 1997 - 2000
The Princeton Review 1990 - 1997
Morgan Guaranty Trust 1989 - 1990
Bank of America 1985 - 1989
Skills
Project Management, Change Management, Budget Oversight, Process Improvement, Team Leadership, Vendor Relations, Trading Operations, Regulatory Reporting, Audit Management, Banking, Marketing, Leadership, Strategic Planning, Program Management, FX Options, Management, Risk Management, Financial Services, Options, Project Planning, Business Analysis, Consulting, Integration, Analysis, Equities, Operations Management, Strategy, Derivatives, Trading, Investments, Budgets, Mergers & Acquisitions, Disaster Recovery, Middle Office, Access, Vendor Management, Training, Business Strategy, Team Building, Portfolio Management, Asset Management, Fixed Income
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Vassar College
Bachelor's Degree, Economics
Ben Bishop Ben Bishop's Bank of America Experience February 2011 - Present
Job Mortgage Loan Officer for Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
NewBridge Bank January 2009 - February 2011
Bradford Mortgage 2005 - 2008
Voyager Career Solutions December 2004 - June 2005
Presbyterian Church (USA) June 1978 - February 2004
Skills
FHA, Customer Service, Mortgage Banking, Loans, Marketing, Self-Employed Borrowers, VA loans, Residential Homes, Real Estate, Real Estate Financing
Education
Columbia Theological Seminary 1975 — 1987
M. Div., D. Min.
King University 1970 — 1974
Bank of America February 2011 - Present
NewBridge Bank January 2009 - February 2011
Bradford Mortgage 2005 - 2008
Voyager Career Solutions December 2004 - June 2005
Presbyterian Church (USA) June 1978 - February 2004
Skills
FHA, Customer Service, Mortgage Banking, Loans, Marketing, Self-Employed Borrowers, VA loans, Residential Homes, Real Estate, Real Estate Financing
Education
Columbia Theological Seminary 1975 — 1987
M. Div., D. Min.
King University 1970 — 1974
Justin Wolf Justin Wolf's Bank of America Experience December 2005 - March 2014
Job Director US, Canada, and Commercial Strategy Projects
Industry Banking
Experience
The Brinks Company April 2014 - Present
Bank of America December 2005 - March 2014
United Nations Special Commission (UNSCOM) February 1997 - August 1999
Skills
SDLC, Program Management, Vendor Management, Process Improvement, Business Analysis, IT Strategy, Risk Management, IT Management, Banking, Leadership, Business Continuity, Brand Awareness, Business Intelligence, Business Process..., Integration, Mainframe, Disaster Recovery, Requirements Analysis, Six Sigma, Software Project..., Testing, Visio, PMO
Education
Columbia Business School 2000 — 2002
MBA, Entrepreneurship, International Business
Pennsylvania State University 1991 — 1996
BS, Mechanical Engineering
The Brinks Company April 2014 - Present
Bank of America December 2005 - March 2014
United Nations Special Commission (UNSCOM) February 1997 - August 1999
Skills
SDLC, Program Management, Vendor Management, Process Improvement, Business Analysis, IT Strategy, Risk Management, IT Management, Banking, Leadership, Business Continuity, Brand Awareness, Business Intelligence, Business Process..., Integration, Mainframe, Disaster Recovery, Requirements Analysis, Six Sigma, Software Project..., Testing, Visio, PMO
Education
Columbia Business School 2000 — 2002
MBA, Entrepreneurship, International Business
Pennsylvania State University 1991 — 1996
BS, Mechanical Engineering
Michelle Greenleaf's Bank of America Experience June 1991 - October 2006
Job Experienced Collections Compliance Auditor , Project Manager, Recovery Collections Vendor Liaison
Industry Banking
Experience
Delaware Sleep Disorder Centers July 2014 - Present
Delaware Valley Sleep Management October 2012 - July 2014
Barclaycard September 2011 - October 2012
Bank of America June 1991 - October 2006
Skills
Business Process..., Process Improvement, Testing, Project Management, Credit Cards, User Acceptance Testing, Banking, Risk Management, Financial Risk, Credit Risk, Operational Risk, Business Analysis, Financial Services, Operational Risk..., Relationship Management, Vendor Management, Finance, Payments, Call Centers, Analysis
Education
Columbia Southern University 2014 — 2016
Business Administration and Management, General
Delaware Sleep Disorder Centers July 2014 - Present
Delaware Valley Sleep Management October 2012 - July 2014
Barclaycard September 2011 - October 2012
Bank of America June 1991 - October 2006
Skills
Business Process..., Process Improvement, Testing, Project Management, Credit Cards, User Acceptance Testing, Banking, Risk Management, Financial Risk, Credit Risk, Operational Risk, Business Analysis, Financial Services, Operational Risk..., Relationship Management, Vendor Management, Finance, Payments, Call Centers, Analysis
Education
Columbia Southern University 2014 — 2016
Business Administration and Management, General
Anne-Marie Dumortier Anne-Marie Dumortier's Bank of America Experience 1981 - 1983
Job Senior Credit Officer
Industry Banking
Experience
Societe Generale August 2009 - December 2011
Societe Generale December 2000 - August 2009
The Industrial Bank of Japan - Paris Branch 1990 - 2000
Credit Suisse - New York and Zurich 1983 - 1988
Bank of America 1981 - 1983
Skills
Commercial Banking, Credit Analysis, Credit Risk, Risk Management, Commodities, Structured Finance, Capital Markets, International Business, Banking, Commercial Lending, Asset Based Lending, Financial Structuring, Financial Modeling, Commodity, Investment Banking, Fixed Income, Loans, Financial Risk, Derivatives, Corporate Finance, Financial Analysis, Finance, FX Options, Trade Finance, Market Risk, Financial Markets, Project Finance, Structured Products, Syndications, Financial Institutions, Emerging Markets, Leveraged Finance, Operational Risk, Bonds, Credit Derivatives, Securitization, Interest Rate...
Education
Columbia Business School
MBA, Finance
Sciences Po Paris - France
Graduate Degree, Finance
Université Paris X Nanterre
Master, Economics
Societe Generale August 2009 - December 2011
Societe Generale December 2000 - August 2009
The Industrial Bank of Japan - Paris Branch 1990 - 2000
Credit Suisse - New York and Zurich 1983 - 1988
Bank of America 1981 - 1983
Skills
Commercial Banking, Credit Analysis, Credit Risk, Risk Management, Commodities, Structured Finance, Capital Markets, International Business, Banking, Commercial Lending, Asset Based Lending, Financial Structuring, Financial Modeling, Commodity, Investment Banking, Fixed Income, Loans, Financial Risk, Derivatives, Corporate Finance, Financial Analysis, Finance, FX Options, Trade Finance, Market Risk, Financial Markets, Project Finance, Structured Products, Syndications, Financial Institutions, Emerging Markets, Leveraged Finance, Operational Risk, Bonds, Credit Derivatives, Securitization, Interest Rate...
Education
Columbia Business School
MBA, Finance
Sciences Po Paris - France
Graduate Degree, Finance
Université Paris X Nanterre
Master, Economics
James Motherway James Motherway's Bank of America Experience July 2005 - October 2011
Job Managing Director, Global Head of Audit at BlackRock
Industry Investment Management
Experience
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
Natasha Bease Natasha Bease's Bank of America Experience August 2006 - September 2007
Job Substitute Teacher at DoDEA
Industry Environmental Services
Experience
DoDEA October 2012 - Present
Fort Sill National Bank December 2011 - October 2012
Bank of America August 2006 - September 2007
Godiva Chocolatier September 2002 - April 2005
Dr. Patricia Hammer, physical therapy July 1999 - August 2000
Skills
Recruiting, Training, Payroll, Customer Service, Leadership, Fundraising, Sales, Time Management
Education
Columbia Southern University 2010 — 2011
B.S, Occupational Safety and Health
Columbia Southern University 2009 — 2010
Associates, Occupational Safety and Health
Howard University 2000 — 2005
Occupational Therapy
DoDEA October 2012 - Present
Fort Sill National Bank December 2011 - October 2012
Bank of America August 2006 - September 2007
Godiva Chocolatier September 2002 - April 2005
Dr. Patricia Hammer, physical therapy July 1999 - August 2000
Skills
Recruiting, Training, Payroll, Customer Service, Leadership, Fundraising, Sales, Time Management
Education
Columbia Southern University 2010 — 2011
B.S, Occupational Safety and Health
Columbia Southern University 2009 — 2010
Associates, Occupational Safety and Health
Howard University 2000 — 2005
Occupational Therapy
Keeth Smart Keeth Smart's Bank of America Experience August 2010 - July 2015
Job Cofounder and COO at PHYSICLO
Industry Venture Capital & Private Equity
Experience
PHYSICLO July 2014 - Present
Bank of America August 2010 - July 2015
Gold Medal Network December 2008 - July 2010
Columbia Business School September 2008 - May 2010
Google June 2009 - August 2009
United States Olympic Committee August 2000 - August 2008
Management Leadership for Tomorrow 2007 - 2008
Verizon Communications 2005 - 2008
Verizon May 2001 - December 2004
Skills
Financial Modeling, Cross-functional Team..., Competitive Analysis, Analysis, Management, Budgets, Internal Audit, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Investments, Portfolio Management, Venture Capital, Finance, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Leadership, Executive Management, Forecasting
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Saint John's University - Peter J. Tobin College of Business 1996 — 2001
BS
Brooklyn Tech
PHYSICLO July 2014 - Present
Bank of America August 2010 - July 2015
Gold Medal Network December 2008 - July 2010
Columbia Business School September 2008 - May 2010
Google June 2009 - August 2009
United States Olympic Committee August 2000 - August 2008
Management Leadership for Tomorrow 2007 - 2008
Verizon Communications 2005 - 2008
Verizon May 2001 - December 2004
Skills
Financial Modeling, Cross-functional Team..., Competitive Analysis, Analysis, Management, Budgets, Internal Audit, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Investments, Portfolio Management, Venture Capital, Finance, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Leadership, Executive Management, Forecasting
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Saint John's University - Peter J. Tobin College of Business 1996 — 2001
BS
Brooklyn Tech
Jeannette Bell Jeannette Bell's Bank of America Experience 1984 - 1986
Job Owner, Flying Cloud
Industry Events Services
Experience
Flying Cloud April 1988 - Present
Coopers & Lybrand Consulting 1986 - 1988
Bank of America 1984 - 1986
Bank of America 1983 - 1984
First Bankers Trust Services, Inc. 1981 - 1983
Skills
Event Management, Wedding Planning, Event Planning, Corporate Events, Parties, Weddings, Marketing, Advertising, Catering, Customer Service, Online Advertising, Sales, Public Speaking, Strategic Planning, Wine, Hospitality, Fundraisers, Team Building, Receptions, Hospitality Industry
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Marketing, Finance
Smith College 1974 — 1978
BA, French Literature
Flying Cloud April 1988 - Present
Coopers & Lybrand Consulting 1986 - 1988
Bank of America 1984 - 1986
Bank of America 1983 - 1984
First Bankers Trust Services, Inc. 1981 - 1983
Skills
Event Management, Wedding Planning, Event Planning, Corporate Events, Parties, Weddings, Marketing, Advertising, Catering, Customer Service, Online Advertising, Sales, Public Speaking, Strategic Planning, Wine, Hospitality, Fundraisers, Team Building, Receptions, Hospitality Industry
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Marketing, Finance
Smith College 1974 — 1978
BA, French Literature
Dmitri Efimov Dmitri Efimov's Bank of America Experience January 1996 - August 1999
Job Senior Vice President at Straits Financial LLC
Industry Financial Services
Experience
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Tushar Patil Tushar Patil's Bank of America Experience October 2010 - January 2012
Job Partner at ATCS Inc (Advanced Technology Consulting Services Inc)
Industry Information Technology and Services
Experience
ATCS Inc (Advanced Technology Consulting Services Inc) January 2009 - Present
Merck January 2012 - February 2014
Bank of America October 2010 - January 2012
KPMG January 2009 - October 2010
Direct Group North America November 2003 - December 2008
Bookspan October 2002 - November 2003
arvato systems January 2000 - October 2002
Rushi Systems March 1999 - January 2000
Mahindra & Mahindra July 1996 - March 1999
Skills
Solution Architecture, Enterprise Architecture, New Business Development, SAP Solutions..., SAP BPC, SAP FI, SAP SCM, SAP Bank Analyzer, Technology Ventures, Visualization, Technology, SAP, 3D visualization, IT Strategy, Cross-functional Team..., Integration, Strategy, ERP, SAP SRM, Business Process, Business Intelligence, Strategic Planning, Management, SAP ERP, Data Center, ITIL, Consulting, SAP R/3, Business Development, Start-ups, SAP Implementation, Business Strategy, Enterprise Software, Team Leadership, Leadership, Business Analysis, Pre-sales, Analytics
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Entrepreneurship
University of Pune 1992 — 1996
B.S, Electrical and Electronics Engineering
ATCS Inc (Advanced Technology Consulting Services Inc) January 2009 - Present
Merck January 2012 - February 2014
Bank of America October 2010 - January 2012
KPMG January 2009 - October 2010
Direct Group North America November 2003 - December 2008
Bookspan October 2002 - November 2003
arvato systems January 2000 - October 2002
Rushi Systems March 1999 - January 2000
Mahindra & Mahindra July 1996 - March 1999
Skills
Solution Architecture, Enterprise Architecture, New Business Development, SAP Solutions..., SAP BPC, SAP FI, SAP SCM, SAP Bank Analyzer, Technology Ventures, Visualization, Technology, SAP, 3D visualization, IT Strategy, Cross-functional Team..., Integration, Strategy, ERP, SAP SRM, Business Process, Business Intelligence, Strategic Planning, Management, SAP ERP, Data Center, ITIL, Consulting, SAP R/3, Business Development, Start-ups, SAP Implementation, Business Strategy, Enterprise Software, Team Leadership, Leadership, Business Analysis, Pre-sales, Analytics
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Entrepreneurship
University of Pune 1992 — 1996
B.S, Electrical and Electronics Engineering
Frank Farrell Frank Farrell's Bank of America Experience January 2010 - July 2014
Job Manager, CIO Advisory Practice at KPMG
Industry Financial Services
Experience
KPMG January 2015 - Present
Bank of America January 2010 - July 2014
Credit Suisse March 2004 - February 2008
Credit Suisse March 2000 - February 2008
Credit Suisse March 2006 - February 2007
Credit Suisse February 2002 - March 2004
Credit Suisse March 2001 - February 2002
Quixi February 2000 - February 2001
Donaldson, Lufkin & Jenrette December 1997 - February 2000
Information Builders December 1994 - December 1997
Skills
Delta One, Swaps, Equity Derivatives, Fixed Income, Equities, Derivatives, Options, Prime Brokerage, FX Options, Back Office, Strategic Planning, Product Management, Trading, Securities Lending, Analysis, Management, Interest Rate Swaps, Trading Strategies, Business Process, Trading Systems, Credit Derivatives, Electronic Trading, C#, Capital Markets, Hedge Funds, Portfolio Management, Securities, Risk Management, Commodity, Corporate Actions, Investments, SDLC, Interest Rate..., Middle Office, Structured Products, Market Data, Investment Banking, Market Risk, Equity Trading, Finance, Bonds, C++, Python, Java, Visual C#, SQL, Perl, VBA
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance/Management
Queens College 1982 — 1986
BA, Computer Science, Math
KPMG January 2015 - Present
Bank of America January 2010 - July 2014
Credit Suisse March 2004 - February 2008
Credit Suisse March 2000 - February 2008
Credit Suisse March 2006 - February 2007
Credit Suisse February 2002 - March 2004
Credit Suisse March 2001 - February 2002
Quixi February 2000 - February 2001
Donaldson, Lufkin & Jenrette December 1997 - February 2000
Information Builders December 1994 - December 1997
Skills
Delta One, Swaps, Equity Derivatives, Fixed Income, Equities, Derivatives, Options, Prime Brokerage, FX Options, Back Office, Strategic Planning, Product Management, Trading, Securities Lending, Analysis, Management, Interest Rate Swaps, Trading Strategies, Business Process, Trading Systems, Credit Derivatives, Electronic Trading, C#, Capital Markets, Hedge Funds, Portfolio Management, Securities, Risk Management, Commodity, Corporate Actions, Investments, SDLC, Interest Rate..., Middle Office, Structured Products, Market Data, Investment Banking, Market Risk, Equity Trading, Finance, Bonds, C++, Python, Java, Visual C#, SQL, Perl, VBA
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance/Management
Queens College 1982 — 1986
BA, Computer Science, Math
Sanjay Yagnik Sanjay Yagnik's Bank of America Experience February 2011 - Present
Job VP; Technology Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America February 2011 - Present
Accenture February 2008 - February 2011
Staples Inc December 2004 - February 2008
eBay Inc September 2003 - December 2004
Georgia Department of Education September 1999 - September 2003
Skills
Quality Assurance, Software Quality..., Test Planning, Testing, SDLC, Requirements Analysis, SQL, Integration, Software Project..., Agile Methodologies, Regression Testing, Business Analysis, Test Automation, Test Cases
Education
Columbia Southern University 1999 — 2001
Master’s Degree, Computer and Information Sciences and Support Services
University of Madras 1994 — 1997
Master’s Degree, Computer Science
University of Madras 1991 — 1994
Bachelor’s Degree, Business Administration and Management, General
Bank of America February 2011 - Present
Accenture February 2008 - February 2011
Staples Inc December 2004 - February 2008
eBay Inc September 2003 - December 2004
Georgia Department of Education September 1999 - September 2003
Skills
Quality Assurance, Software Quality..., Test Planning, Testing, SDLC, Requirements Analysis, SQL, Integration, Software Project..., Agile Methodologies, Regression Testing, Business Analysis, Test Automation, Test Cases
Education
Columbia Southern University 1999 — 2001
Master’s Degree, Computer and Information Sciences and Support Services
University of Madras 1994 — 1997
Master’s Degree, Computer Science
University of Madras 1991 — 1994
Bachelor’s Degree, Business Administration and Management, General
Elizabeth Platt Elizabeth Platt's Bank of America Experience August 2002 - February 2005
Job Transformation Strategy & Execution, Diversity Leader
Industry Financial Services
Experience
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Joseph Beard Joseph Beard's Bank of America Experience June 2004 - June 2006
Job Investment Banker | Entrepreneur
Industry Investment Banking
Experience
Sweetwater Holdings July 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
MHT Partners July 2008 - August 2009
Bear Stearns June 2006 - July 2008
Bank of America June 2004 - June 2006
Applied Materials June 2001 - June 2003
US Army June 1996 - June 2001
Skills
Business Development, Investment Banking, Valuation, Mergers, Financial Modeling, Corporate Finance, Mergers, Private Equity, Management, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
United States Military Academy at West Point 1992 — 1996
BS, Discrete Mathematics
Quartz Hill High School 1988 — 1992
Sweetwater Holdings July 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
MHT Partners July 2008 - August 2009
Bear Stearns June 2006 - July 2008
Bank of America June 2004 - June 2006
Applied Materials June 2001 - June 2003
US Army June 1996 - June 2001
Skills
Business Development, Investment Banking, Valuation, Mergers, Financial Modeling, Corporate Finance, Mergers, Private Equity, Management, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
United States Military Academy at West Point 1992 — 1996
BS, Discrete Mathematics
Quartz Hill High School 1988 — 1992
Chris Sequeira's Bank of America Experience July 2011 - August 2013
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
Jeanette Day, CPA and MBA Jeanette Day, CPA and MBA's Bank of America Experience 2007 - 2007
Job Chief Financial Officer
Industry Financial Services
Experience
FreeFlight Systems August 2015 - Present
Riveron Consulting March 2014 - August 2015
FTI Consulting 2009 - March 2014
FTI Consulting 2007 - 2013
Bank of America 2007 - 2007
Bank of America 2006 - 2007
Equity Analyst 2003 - 2006
PwC 1999 - 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Restructuring, Accounting, Financial Analysis, Financial Reporting, Investments, Corporate Development, Mergers & Acquisitions, Turn Around Management, Business Planning, Portfolio Management, Capital Markets, Financial Services, Banking, Forecasting, Equities, Hedge Funds, Investment Banking, Strategy, Finance, Asset Management, SEC Financial Reporting, Regulatory Filings, Tobacco Industry, Insurance, Reinsurance, Staff Development, Recruiting, Mentoring, Interim Management, Report Writing, Business Development, CPA, MBA, Client Development, Forensic Accounting, Bankruptcy, Compliance, Operations Management, Business Networking, Financial Accounting, Regional Banks, Controllership Functions, Strategic Financial..., Financial Risk, Cost Control, Cash Management, Cash Flow Forecasting
Education
Columbia University - Columbia Business School
MBA, Value Investing; Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting, Auditing
UNC Chapel Hill
BSBA, International Business
FreeFlight Systems August 2015 - Present
Riveron Consulting March 2014 - August 2015
FTI Consulting 2009 - March 2014
FTI Consulting 2007 - 2013
Bank of America 2007 - 2007
Bank of America 2006 - 2007
Equity Analyst 2003 - 2006
PwC 1999 - 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Restructuring, Accounting, Financial Analysis, Financial Reporting, Investments, Corporate Development, Mergers & Acquisitions, Turn Around Management, Business Planning, Portfolio Management, Capital Markets, Financial Services, Banking, Forecasting, Equities, Hedge Funds, Investment Banking, Strategy, Finance, Asset Management, SEC Financial Reporting, Regulatory Filings, Tobacco Industry, Insurance, Reinsurance, Staff Development, Recruiting, Mentoring, Interim Management, Report Writing, Business Development, CPA, MBA, Client Development, Forensic Accounting, Bankruptcy, Compliance, Operations Management, Business Networking, Financial Accounting, Regional Banks, Controllership Functions, Strategic Financial..., Financial Risk, Cost Control, Cash Management, Cash Flow Forecasting
Education
Columbia University - Columbia Business School
MBA, Value Investing; Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting, Auditing
UNC Chapel Hill
BSBA, International Business
Trishaé Dotson's Bank of America Experience September 2009 - May 2011
Job Accounting Professional & CPA Candidate
Industry Accounting
Experience
Middle Tennessee State University August 2011 - December 2014
Bank of America September 2009 - May 2011
Affiliated Computer Systems (ACS) July 2007 - February 2008
Ceridian December 2005 - January 2007
Skills
Account Reconciliation, Compliance, Corporate Tax, Microsoft Excel, General Ledger, Internal Audit, Microsoft Office, Managerial Finance, PowerPoint, Microsoft Word, Project Management, Bookkeeping, Marketing, Banking, Accounting, Customer Service, Financial Reporting, Financial Analysis, Management, Financial Accounting, Payroll, Auditing, Training, GAAP
Education
Middle Tennessee State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.088
Columbia State Community College 2008 — 2011
Associate of Arts (AA), Business/Commerce, General & Spanish, 3.15
Columbia State Community College 2008 — 2011
Associate of Arts (A.A.), Business/Commerce, General, 3.20
Middle Tennessee State University August 2011 - December 2014
Bank of America September 2009 - May 2011
Affiliated Computer Systems (ACS) July 2007 - February 2008
Ceridian December 2005 - January 2007
Skills
Account Reconciliation, Compliance, Corporate Tax, Microsoft Excel, General Ledger, Internal Audit, Microsoft Office, Managerial Finance, PowerPoint, Microsoft Word, Project Management, Bookkeeping, Marketing, Banking, Accounting, Customer Service, Financial Reporting, Financial Analysis, Management, Financial Accounting, Payroll, Auditing, Training, GAAP
Education
Middle Tennessee State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.088
Columbia State Community College 2008 — 2011
Associate of Arts (AA), Business/Commerce, General & Spanish, 3.15
Columbia State Community College 2008 — 2011
Associate of Arts (A.A.), Business/Commerce, General, 3.20
Jeremy Kim Jeremy Kim's Bank of America Experience March 2008 - July 2010
Job Securitized Products Specialist
Industry Capital Markets
Experience
Hudson Cove Capital Management September 2015 - Present
Bank of America Merrill Lynch September 2014 - September 2015
Thomson Reuters December 2013 - June 2014
PwC, Financial Instruments, Structured Products, and Real Estate Group September 2011 - September 2013
Bank of America March 2008 - July 2010
Calcon Partners, Real Estate Fund 2007 - 2008
CIM Securities LLC, Equity Capital Markets Division 2006 - 2007
Skills
Valuation, Derivatives, Fixed Income, Structured Finance, Capital Markets, Financial Modeling, Hedge Funds, Bloomberg, Financial Analysis, Finance, Portfolio Management, Financial Risk, Structured Products, Financial Services, Investments, Equity Research, Banking, Investment Banking, Financial Markets, Financial Structuring, Bonds, Market Analysis, Credit Analysis, DCF, Securitization, Private Equity, MBS, ABS, Options, Due Diligence, Securities, Corporate Finance, Asset-backed..., Credit, Credit Derivatives, CLO, CDO, Distressed Debt, Hedging, Credit Risk, Investment Strategies, Loans, CDS, Leveraged Finance, Quantitative Finance, Alternative Investments
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
MS, Finance
University of California, San Diego 2002 — 2007
BA, Japanese Studies
Doshisha University 2004 — 2005
Certificate, Japanese History
Loyola High School 1998 — 2002
High School Diploma
Hudson Cove Capital Management September 2015 - Present
Bank of America Merrill Lynch September 2014 - September 2015
Thomson Reuters December 2013 - June 2014
PwC, Financial Instruments, Structured Products, and Real Estate Group September 2011 - September 2013
Bank of America March 2008 - July 2010
Calcon Partners, Real Estate Fund 2007 - 2008
CIM Securities LLC, Equity Capital Markets Division 2006 - 2007
Skills
Valuation, Derivatives, Fixed Income, Structured Finance, Capital Markets, Financial Modeling, Hedge Funds, Bloomberg, Financial Analysis, Finance, Portfolio Management, Financial Risk, Structured Products, Financial Services, Investments, Equity Research, Banking, Investment Banking, Financial Markets, Financial Structuring, Bonds, Market Analysis, Credit Analysis, DCF, Securitization, Private Equity, MBS, ABS, Options, Due Diligence, Securities, Corporate Finance, Asset-backed..., Credit, Credit Derivatives, CLO, CDO, Distressed Debt, Hedging, Credit Risk, Investment Strategies, Loans, CDS, Leveraged Finance, Quantitative Finance, Alternative Investments
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
MS, Finance
University of California, San Diego 2002 — 2007
BA, Japanese Studies
Doshisha University 2004 — 2005
Certificate, Japanese History
Loyola High School 1998 — 2002
High School Diploma
Carim Khouzami Carim Khouzami's Bank of America Experience April 1998 - June 2000
Job SVP, Chief Integration Officer
Industry Utilities
Experience
Exelon May 2014 - Present
Baltimore Gas & Electric January 2011 - May 2014
Constellation Energy Group, acquired by Exelon Corp January 2009 - January 2011
Constellation Energy Group, acquired by Exelon Corp January 2005 - January 2009
Bear Stearns August 2002 - January 2005
Bank of America April 1998 - June 2000
RELTEC Corporation August 1997 - April 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Due Diligence, Project Finance, Asset Management, Derivatives, Energy, Risk Management, Financial Reporting, Strategic Financial..., Investor Relations, Finance, Structured Finance, Forecasting, Private Equity, Process Improvement, Sarbanes-Oxley Act, Mergers
Education
Columbia Business School 2000 — 2002
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Communications and Economics
Exelon May 2014 - Present
Baltimore Gas & Electric January 2011 - May 2014
Constellation Energy Group, acquired by Exelon Corp January 2009 - January 2011
Constellation Energy Group, acquired by Exelon Corp January 2005 - January 2009
Bear Stearns August 2002 - January 2005
Bank of America April 1998 - June 2000
RELTEC Corporation August 1997 - April 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Due Diligence, Project Finance, Asset Management, Derivatives, Energy, Risk Management, Financial Reporting, Strategic Financial..., Investor Relations, Finance, Structured Finance, Forecasting, Private Equity, Process Improvement, Sarbanes-Oxley Act, Mergers
Education
Columbia Business School 2000 — 2002
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Communications and Economics
Edwin Beck Edwin Beck's Bank of America Experience January 2011 - Present
Job SVP Risk Executive at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America April 2003 - Present
Bank of America January 2011 - Present
Bank of America July 2008 - January 2011
Bank of America April 2003 - July 2008
Deloitte January 2001 - January 2003
Sun Microsystems February 2000 - September 2001
BNP Paribas January 1999 - February 2000
SUMITOMO BANK CAPITAL MARKETS January 1992 - January 1998
CS FIRST BOSTON CORPORATION January 1991 - January 1992
Skills
Chartered Financial..., Credit Risk, Market Risk, Derivatives, Fixed Income, Banking, Capital Markets, Risk Management, Finance, Investments, Financial Modeling, Portfolio Management, Financial Risk, Credit
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Cornell University
Bachelor of Science, Industrial Relations
Bank of America January 2011 - Present
Bank of America April 2003 - Present
Bank of America January 2011 - Present
Bank of America July 2008 - January 2011
Bank of America April 2003 - July 2008
Deloitte January 2001 - January 2003
Sun Microsystems February 2000 - September 2001
BNP Paribas January 1999 - February 2000
SUMITOMO BANK CAPITAL MARKETS January 1992 - January 1998
CS FIRST BOSTON CORPORATION January 1991 - January 1992
Skills
Chartered Financial..., Credit Risk, Market Risk, Derivatives, Fixed Income, Banking, Capital Markets, Risk Management, Finance, Investments, Financial Modeling, Portfolio Management, Financial Risk, Credit
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Cornell University
Bachelor of Science, Industrial Relations
Joe DeLong Joe DeLong's Bank of America Experience August 2003 - December 2005
Job CFO at Raritan Inc.
Industry Information Technology and Services
Experience
Raritan Inc. July 2013 - Present
Raritan Inc. November 2010 - July 2013
Raritan February 2008 - November 2010
Bank of America August 2003 - December 2005
Banc of America Securities June 1999 - August 2003
Skills
Financial Modeling, Portfolio Management, Analytics, Capital Markets, Financial Analysis, Due Diligence, Mergers
Education
NYU Stern School of Business 2010 — 2011
Leadership Development - Executive Program
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance & Economics
Kenyon College 1995 — 1999
BA, Economics
National University of Ireland, Galway 1998 — 1998
Study Abroad, Economic History
Raritan Inc. July 2013 - Present
Raritan Inc. November 2010 - July 2013
Raritan February 2008 - November 2010
Bank of America August 2003 - December 2005
Banc of America Securities June 1999 - August 2003
Skills
Financial Modeling, Portfolio Management, Analytics, Capital Markets, Financial Analysis, Due Diligence, Mergers
Education
NYU Stern School of Business 2010 — 2011
Leadership Development - Executive Program
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance & Economics
Kenyon College 1995 — 1999
BA, Economics
National University of Ireland, Galway 1998 — 1998
Study Abroad, Economic History
Bruce Backley Bruce Backley's Bank of America Experience December 2008 - August 2012
Job Director of Finance at FHLB Seattle
Industry Banking
Experience
Federal Home Loan Bank of Seattle September 2012 - Present
Bank of America December 2008 - August 2012
IndyMac Bank, now doing business as OneWest Bank November 2004 - December 2008
Washington Mutual, now doing business as JPMorgan Chase & Co. 2001 - 2004
Glendale Federal Bank, now doing business as Citi January 1991 - November 1998
Skills
Portfolio Management, Credit Risk, Risk Management, Capital Markets, Mortgage Lending, Loans, Securitization, Interest Rate Risk..., Mortgage, Pricing Strategy, Financial Forecasting, Business Process..., Strategic Planning, Mergers & Acquisitions, Banking, Business Process Design, Finance, Investments, Financial Risk, Financial Modeling, Credit
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Southern California
BS, Business Administration
Federal Home Loan Bank of Seattle September 2012 - Present
Bank of America December 2008 - August 2012
IndyMac Bank, now doing business as OneWest Bank November 2004 - December 2008
Washington Mutual, now doing business as JPMorgan Chase & Co. 2001 - 2004
Glendale Federal Bank, now doing business as Citi January 1991 - November 1998
Skills
Portfolio Management, Credit Risk, Risk Management, Capital Markets, Mortgage Lending, Loans, Securitization, Interest Rate Risk..., Mortgage, Pricing Strategy, Financial Forecasting, Business Process..., Strategic Planning, Mergers & Acquisitions, Banking, Business Process Design, Finance, Investments, Financial Risk, Financial Modeling, Credit
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Southern California
BS, Business Administration
Jordan Small Jordan Small's Bank of America Experience July 2013 - Present
Job
Industry Financial Services
Experience
Bank of America July 2013 - Present
GE Energy Financial Services May 2006 - June 2013
Deutsche Bank August 2004 - April 2006
Redwood Capital Group June 2003 - August 2003
PwC Consulting November 1996 - June 2002
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
B.S. Economics, Marketing, Strategic Management
Bank of America July 2013 - Present
GE Energy Financial Services May 2006 - June 2013
Deutsche Bank August 2004 - April 2006
Redwood Capital Group June 2003 - August 2003
PwC Consulting November 1996 - June 2002
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
B.S. Economics, Marketing, Strategic Management
Kevin Kochanski Kevin Kochanski's Bank of America Experience January 2011 - Present
Job Vice President Service Delivery Manager at Bank of America
Industry Commercial Real Estate
Experience
Bank of America January 2011 - Present
CDC Software March 2006 - March 2011
Oracle Corporation May 2003 - February 2006
Skills
Executive Management, Cross-functional Team..., Strategic Planning, Budgeting, Professional Services, Vendor Management, Software Implementation, PMO, Business Process..., IT Management, Process Improvement, SDLC
Education
Columbia Southern University
BS, Business Administration
Bank of America January 2011 - Present
CDC Software March 2006 - March 2011
Oracle Corporation May 2003 - February 2006
Skills
Executive Management, Cross-functional Team..., Strategic Planning, Budgeting, Professional Services, Vendor Management, Software Implementation, PMO, Business Process..., IT Management, Process Improvement, SDLC
Education
Columbia Southern University
BS, Business Administration
Gareld Doc Gray Gareld Doc Gray's Bank of America Experience February 1990 - Present
Job Managing Director Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America February 1990 - Present
Skills
Structured Finance, Capital Markets
Education
Columbia Business School
MBA, International Business
Wharton School, University of Pennsylvania
BS Economics, Finance
Bank of America February 1990 - Present
Skills
Structured Finance, Capital Markets
Education
Columbia Business School
MBA, International Business
Wharton School, University of Pennsylvania
BS Economics, Finance
Chip Cunningham Chip Cunningham's Bank of America Experience July 2004 - March 2005
Job Principal at BIOAPPLICATION SOLUTIONS
Industry Consumer Services
Experience
BIO-APPLICATION SOLUTIONS May 2015 - Present
RugForce December 2013 - Present
Cunningham's RugCleaning.net April 2012 - Present
Evans Garment Restoration April 2006 - Present
Constellation Energy Group September 2005 - July 2006
Bank of America July 2004 - March 2005
Constellation Energy Group July 2003 - July 2004
Akin Bay Company May 2002 - July 2003
Enron Energy Services June 1998 - July 2000
Skills
Insurance, Strategic Planning, Team Building, Customer Service, Mitigation, Sales, Start-ups, Entrepreneurship, New Business Development, Retail, Mold Remediation, Account Management, CRM, Negotiation, Commercial Insurance, Management, Mergers & Acquisitions, Water Damage, Restoration, Sales Management, Energy, Social Media Marketing, Business Process, Marketing Strategy, Online Advertising, Microsoft Excel, Property Damage, Carpet, Claims Management, Small Business, Upholstery, Property, Mold, Fire Management, Carpet Cleaning, Business Planning, Business Development, Property
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Marketing
University of Colorado Boulder 1992 — 1998
BS, Business
BIO-APPLICATION SOLUTIONS May 2015 - Present
RugForce December 2013 - Present
Cunningham's RugCleaning.net April 2012 - Present
Evans Garment Restoration April 2006 - Present
Constellation Energy Group September 2005 - July 2006
Bank of America July 2004 - March 2005
Constellation Energy Group July 2003 - July 2004
Akin Bay Company May 2002 - July 2003
Enron Energy Services June 1998 - July 2000
Skills
Insurance, Strategic Planning, Team Building, Customer Service, Mitigation, Sales, Start-ups, Entrepreneurship, New Business Development, Retail, Mold Remediation, Account Management, CRM, Negotiation, Commercial Insurance, Management, Mergers & Acquisitions, Water Damage, Restoration, Sales Management, Energy, Social Media Marketing, Business Process, Marketing Strategy, Online Advertising, Microsoft Excel, Property Damage, Carpet, Claims Management, Small Business, Upholstery, Property, Mold, Fire Management, Carpet Cleaning, Business Planning, Business Development, Property
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Marketing
University of Colorado Boulder 1992 — 1998
BS, Business
Adrian Bastien's Bank of America Experience July 1996 - June 1999
Job
Industry Financial Services
Experience
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
GMAC Residential Funding December 2004 - July 2005
Jackson and Tull July 2003 - July 2004
Banc of America Securities 2001 - 2003
Bank of America July 1996 - June 1999
Skills
Financial Structuring, Project Planning, Projects, Software Documentation, Corporate Finance, Financial Modeling, Valuation, Private Equity, Emerging Markets, Project Finance, Investment Banking, Venture Capital, Business Valuation, Analysis, Corporate Development, Management, Banking, Business Development, Equities, Capital Markets, Structured Finance, Equity Valuation, LBO, Due Diligence, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Morehouse College 1992 — 1996
Bachelor, Finance, Accounting
St. Mary's College (College of Immaculate Conception) 1982 — 1989
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
IFC - International Finance Corporation September 2005 - Present
GMAC Residential Funding December 2004 - July 2005
Jackson and Tull July 2003 - July 2004
Banc of America Securities 2001 - 2003
Bank of America July 1996 - June 1999
Skills
Financial Structuring, Project Planning, Projects, Software Documentation, Corporate Finance, Financial Modeling, Valuation, Private Equity, Emerging Markets, Project Finance, Investment Banking, Venture Capital, Business Valuation, Analysis, Corporate Development, Management, Banking, Business Development, Equities, Capital Markets, Structured Finance, Equity Valuation, LBO, Due Diligence, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Morehouse College 1992 — 1996
Bachelor, Finance, Accounting
St. Mary's College (College of Immaculate Conception) 1982 — 1989
Gus Lejano's Bank of America Experience 2000 - 2004
Job Director of Consumer Marketing (CPG, Durables, Retail) [seeking opportunities]
Industry Consumer Goods
Experience
Hangar 24 Craft Brewery April 2014 - October 2014
Freelance Marketing Consultant January 2013 - March 2014
Delhaize America, Food Lion April 2009 - December 2012
The Goodyear Tire & Rubber Company April 2007 - August 2008
Ingersoll Rand - Schlage 2005 - 2007
Bank of America 2000 - 2004
Nestle USA 1998 - 2000
Kellogg Company February 1997 - July 1998
RJ Reynolds Tobacco Company September 1994 - January 1997
Skills
Marketing Strategy, Market Research, Consumer Products, Product Development, Retail, Segmentation, Marketing Management, Product Management, Competitive Analysis, Pricing, Product Marketing, E-commerce, Grocery, Brand Management, Market Analysis, Cross-functional Team..., Advertising, Marketing Communications, Lead Generation, Brand Development, Automotive, Pricing Strategy, Online Marketing, Social Media Marketing, SEM, Direct Marketing, Income Statement, Multi-channel Marketing, Financial Analysis, Financial Accounting, New Store Openings, Critical Thinking, Data Analysis, Loyalty Programs, Testing, Online Advertising, Retail Marketing, SEO, Leadership, CRM, Strategy, Customer Insight, Product Innovation, Introducing New Products
Education
Columbia University - Columbia Business School
MBA, Marketing
Loyola Marymount University, College of Business Administration
BS, Accounting
Hangar 24 Craft Brewery April 2014 - October 2014
Freelance Marketing Consultant January 2013 - March 2014
Delhaize America, Food Lion April 2009 - December 2012
The Goodyear Tire & Rubber Company April 2007 - August 2008
Ingersoll Rand - Schlage 2005 - 2007
Bank of America 2000 - 2004
Nestle USA 1998 - 2000
Kellogg Company February 1997 - July 1998
RJ Reynolds Tobacco Company September 1994 - January 1997
Skills
Marketing Strategy, Market Research, Consumer Products, Product Development, Retail, Segmentation, Marketing Management, Product Management, Competitive Analysis, Pricing, Product Marketing, E-commerce, Grocery, Brand Management, Market Analysis, Cross-functional Team..., Advertising, Marketing Communications, Lead Generation, Brand Development, Automotive, Pricing Strategy, Online Marketing, Social Media Marketing, SEM, Direct Marketing, Income Statement, Multi-channel Marketing, Financial Analysis, Financial Accounting, New Store Openings, Critical Thinking, Data Analysis, Loyalty Programs, Testing, Online Advertising, Retail Marketing, SEO, Leadership, CRM, Strategy, Customer Insight, Product Innovation, Introducing New Products
Education
Columbia University - Columbia Business School
MBA, Marketing
Loyola Marymount University, College of Business Administration
BS, Accounting
Andrew Landers's Bank of America Experience February 1994 - September 1999
Job Executive Director at Chase Equipment Leasing
Industry Banking
Experience
Chase Equipment Finance August 2014 - Present
Chase Equipment Finance June 2009 - July 2014
Chase Equipment Finance April 2001 - June 2009
National Australia Bank September 1999 - April 2001
Bank of America February 1994 - September 1999
United Technologies 1993 - 1994
Skills
Finance, Mergers, Investments, Banking, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Financial Services
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Political Science
Chase Equipment Finance August 2014 - Present
Chase Equipment Finance June 2009 - July 2014
Chase Equipment Finance April 2001 - June 2009
National Australia Bank September 1999 - April 2001
Bank of America February 1994 - September 1999
United Technologies 1993 - 1994
Skills
Finance, Mergers, Investments, Banking, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Financial Services
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Political Science
John Fenlon's Bank of America Experience August 2010 - April 2011
Job Mortgage Recruiter at Indecomm
Industry Banking
Experience
TIAA-CREF(MOMCORPS) January 2014 - April 2014
Wells Fargo Bank Mortgage Group December 2011 - October 2013
Wells Fargo Bank March 2011 - December 2011
Bank of America August 2010 - April 2011
Contract Recruiter 2009 - 2010
Bank of America August 2006 - April 2009
Management Recruiter International April 2003 - August 2006
Skills
Technical Recruiting, Temporary Placement, Recruiting, Sourcing, Contract Recruitment, Executive Search, Talent Acquisition, Hiring, Applicant Tracking..., Financial Services, Screening Resumes, Onboarding, College Recruiting, Internet Recruiting, Banking
Education
Columbia University - Columbia Business School
MBA, Economics
Villanova University
BS, Economics
TIAA-CREF(MOMCORPS) January 2014 - April 2014
Wells Fargo Bank Mortgage Group December 2011 - October 2013
Wells Fargo Bank March 2011 - December 2011
Bank of America August 2010 - April 2011
Contract Recruiter 2009 - 2010
Bank of America August 2006 - April 2009
Management Recruiter International April 2003 - August 2006
Skills
Technical Recruiting, Temporary Placement, Recruiting, Sourcing, Contract Recruitment, Executive Search, Talent Acquisition, Hiring, Applicant Tracking..., Financial Services, Screening Resumes, Onboarding, College Recruiting, Internet Recruiting, Banking
Education
Columbia University - Columbia Business School
MBA, Economics
Villanova University
BS, Economics
Dorothy Beattie's Bank of America Experience 1984 - 1989
Job Finance Professional
Industry Financial Services
Experience
Domaine ANC 2005 - Present
CoreLogic January 2012 - Present
Redwood Trust January 2005 - April 2011
Framework, Inc.(subsidiary of Bank of America) 2001 - 2005
Microsoft 1999 - 2001
HomeSide Lending, Inc 1998 - 1998
North American Mortgage 1990 - 1998
Bank of America 1984 - 1989
Schlumberger 1981 - 1984
Arthur Andersen 1979 - 1981
Skills
Business Process..., Business Analysis, Finance, Project Planning, Financial Modeling, Project Management, Management, Change Management, Business Strategy, Budgets, SDLC, Financial Analysis, Visio, Vendor Management, Auditing, Internal Controls, Banking, Data Analysis, Team Building, Accounting, Due Diligence, Executive Management, Analysis, Securitization, Risk Management, Process Improvement, Financial Services, Strategic Planning, Product Management, Capital Markets, Loan Origination, Mergers & Acquisitions, Loans, Portfolio Management, Mortgage Banking
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting, Deans Scholar
San Jose State University
BS- Business Management, Cum Laude
Domaine ANC 2005 - Present
CoreLogic January 2012 - Present
Redwood Trust January 2005 - April 2011
Framework, Inc.(subsidiary of Bank of America) 2001 - 2005
Microsoft 1999 - 2001
HomeSide Lending, Inc 1998 - 1998
North American Mortgage 1990 - 1998
Bank of America 1984 - 1989
Schlumberger 1981 - 1984
Arthur Andersen 1979 - 1981
Skills
Business Process..., Business Analysis, Finance, Project Planning, Financial Modeling, Project Management, Management, Change Management, Business Strategy, Budgets, SDLC, Financial Analysis, Visio, Vendor Management, Auditing, Internal Controls, Banking, Data Analysis, Team Building, Accounting, Due Diligence, Executive Management, Analysis, Securitization, Risk Management, Process Improvement, Financial Services, Strategic Planning, Product Management, Capital Markets, Loan Origination, Mergers & Acquisitions, Loans, Portfolio Management, Mortgage Banking
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting, Deans Scholar
San Jose State University
BS- Business Management, Cum Laude
Dan Tulloch's Bank of America Experience 2002 - 2006
Job Managing Director at TD Bank
Industry Financial Services
Experience
TD Bank 2010 - Present
CIFC 2006 - 2009
Bank of America 2002 - 2006
GE Capital Merchant Banking Group 1998 - 2002
The Chase Manhattan Bank 1983 - 1998
Skills
Corporate Finance, Leveraged Finance, Portfolio Management, Financial Structuring, Credit Analysis, Asset Based Lending, Restructuring, Syndications, Risk Management, Business Development, Investments, Credit, Loan Origination, Middle Market, Financial Advisory, Commercial Banking, Due Diligence, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance & Marketing
Yale University
BA, History
TD Bank 2010 - Present
CIFC 2006 - 2009
Bank of America 2002 - 2006
GE Capital Merchant Banking Group 1998 - 2002
The Chase Manhattan Bank 1983 - 1998
Skills
Corporate Finance, Leveraged Finance, Portfolio Management, Financial Structuring, Credit Analysis, Asset Based Lending, Restructuring, Syndications, Risk Management, Business Development, Investments, Credit, Loan Origination, Middle Market, Financial Advisory, Commercial Banking, Due Diligence, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance & Marketing
Yale University
BA, History
Juanita Deane-Warner's Bank of America Experience AssociateMorgan Stanley1999 - 2002
Job VP at Bank of America
Industry Investment Banking
Experience
Bank of America AssociateMorgan Stanley1999 - 2002
Education
Columbia University - Columbia Business School 1997 — 1999
New York University - Leonard N. Stern School of Business 1989 — 1992
BS
Bank of America AssociateMorgan Stanley1999 - 2002
Education
Columbia University - Columbia Business School 1997 — 1999
New York University - Leonard N. Stern School of Business 1989 — 1992
BS
Diane Drinnon's Bank of America Experience 1983 - 1985
Job Director at Citibank
Industry Banking
Experience
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Kathleen Ross's Bank of America Experience January 1994 - Present
Job Senior Vice President at Bank of America
Industry Transportation/Trucking/Railroad
Experience
Bank of America January 1994 - Present
LaSalle Bank 2003 - 2008
ABN AMRO 1994 - 2005
ABN AMRO Bank N.V 1994 - 2003
Education
Columbia University - Columbia Business School
Bank of America January 1994 - Present
LaSalle Bank 2003 - 2008
ABN AMRO 1994 - 2005
ABN AMRO Bank N.V 1994 - 2003
Education
Columbia University - Columbia Business School
Gabriel de Alba's Bank of America Experience 1997 - 2002
Job Managing Director & Partner, The Catalyst Capital Group Inc.
Industry Venture Capital & Private Equity
Experience
World Color (Quebecor World) July 2009 - Present
Therapure Biopharma Inc January 2007 - Present
Richtree January 2005 - Present
Cable Satisfaction/ Cabovisao Televisao por Cabo 2003 - Present
The Catalyst Capital Group Inc. 2002 - Present
NationsBanc Montgomery Securities 1997 - 2002
Bank of America 1997 - 2002
Bankers Trust NY 1995 - 1997
Education
Harvard University 2000 — 2002
Mathematics and Computer Science
Columbia University - Columbia Business School 1997 — 1999
New York University - Leonard N. Stern School of Business 1992 — 1995
BS, Finance and Economics
World Color (Quebecor World) July 2009 - Present
Therapure Biopharma Inc January 2007 - Present
Richtree January 2005 - Present
Cable Satisfaction/ Cabovisao Televisao por Cabo 2003 - Present
The Catalyst Capital Group Inc. 2002 - Present
NationsBanc Montgomery Securities 1997 - 2002
Bank of America 1997 - 2002
Bankers Trust NY 1995 - 1997
Education
Harvard University 2000 — 2002
Mathematics and Computer Science
Columbia University - Columbia Business School 1997 — 1999
New York University - Leonard N. Stern School of Business 1992 — 1995
BS, Finance and Economics
James Gerhart's Bank of America Experience June 2008 - April 2015
Job Chief Financial and Operating Officer at 1800Accountant
Industry Financial Services
Experience
1800Accountant April 2015 - Present
Bank of America June 2008 - April 2015
Fordham University - Graduate School of Business Administration September 2014 - December 2014
UBS Investment Bank February 2006 - June 2008
Deutsche Bank August 2003 - February 2006
Economists Incorporated June 1999 - June 2001
Skills
Rates, Fixed Income, Currency, Capital Markets, Derivatives, Financial Modeling, Valuation, Finance, Corporate Finance, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Dartmouth College 1995 — 1999
B.A., Economics
1800Accountant April 2015 - Present
Bank of America June 2008 - April 2015
Fordham University - Graduate School of Business Administration September 2014 - December 2014
UBS Investment Bank February 2006 - June 2008
Deutsche Bank August 2003 - February 2006
Economists Incorporated June 1999 - June 2001
Skills
Rates, Fixed Income, Currency, Capital Markets, Derivatives, Financial Modeling, Valuation, Finance, Corporate Finance, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Dartmouth College 1995 — 1999
B.A., Economics
John Hoff, CFA's Bank of America Experience April 2002 - October 2003
Job Director RBS Securities
Industry Financial Services
Experience
RBS August 2009 - Present
BGC Partners / Cantor Fitzgerald October 2006 - August 2009
Daiwa Securities October 2004 - May 2006
Bank of America April 2002 - October 2003
BNP Paribas March 2001 - April 2002
The Chase Manhattan Bank 1991 - 2001
Kidder Peabody 1981 - 1990
Goldman Sachs 1987 - 1989
Skills
Fixed Income, Financial Markets, Relationship Management, Securities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance / Accounting
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
RBS August 2009 - Present
BGC Partners / Cantor Fitzgerald October 2006 - August 2009
Daiwa Securities October 2004 - May 2006
Bank of America April 2002 - October 2003
BNP Paribas March 2001 - April 2002
The Chase Manhattan Bank 1991 - 2001
Kidder Peabody 1981 - 1990
Goldman Sachs 1987 - 1989
Skills
Fixed Income, Financial Markets, Relationship Management, Securities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance / Accounting
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
Greg Richards, CFA's Bank of America Experience 2000 - 2003
Job Medley Capital
Industry Investment Management
Experience
Medley Capital 2011 - 2015
Mubadala Development Company 2009 - 2011
Credit Suisse 2003 - 2008
Bank of America 2000 - 2003
Management Ventures, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School
MBA
The College of William and Mary
BBA, Finance
Medley Capital 2011 - 2015
Mubadala Development Company 2009 - 2011
Credit Suisse 2003 - 2008
Bank of America 2000 - 2003
Management Ventures, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School
MBA
The College of William and Mary
BBA, Finance
Eugene Rozman's Bank of America Experience May 2003 - Present
Job Director, Counterparty Credit Risk Tech manager at Bank of America
Industry Investment Banking
Experience
Bank of America May 2003 - Present
Caxton Associates 2000 - 2002
The Beast Financial, a Tullett and Tokyo company 1997 - 2000
Skills
Counterparty Risk, Basel III, Quantitative Analytics, Credit Risk, Financial Risk, Valuation, Risk Management, Software Project..., Large Scale Systems, SDLC, Market Risk, Financial Modeling, CVA, SQL, Quantitative Finance, Stochastic Calculus, Project Management, Agile Methodologies, Scrum, Swaps, Options, Derivatives, Bonds, Oracle, Structured Products, Equity Derivatives, C++, Equities, Portfolio Management, Java, Sybase, Capital Markets, CDS, Investment Banking, Hedge Funds, Analytics, Securities, Market Data, Electronic Trading, Six Sigma, CMM, Economic Capital, Financial Markets, Prime Brokerage, Trading, Interest Rate..., Trading Systems, Risk, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1999
PhD(ABD), Management Science, Operations Research
Kyiv National Taras Shevchenko University 1981 — 1986
MS, Mathematics, Statistics
Bank of America May 2003 - Present
Caxton Associates 2000 - 2002
The Beast Financial, a Tullett and Tokyo company 1997 - 2000
Skills
Counterparty Risk, Basel III, Quantitative Analytics, Credit Risk, Financial Risk, Valuation, Risk Management, Software Project..., Large Scale Systems, SDLC, Market Risk, Financial Modeling, CVA, SQL, Quantitative Finance, Stochastic Calculus, Project Management, Agile Methodologies, Scrum, Swaps, Options, Derivatives, Bonds, Oracle, Structured Products, Equity Derivatives, C++, Equities, Portfolio Management, Java, Sybase, Capital Markets, CDS, Investment Banking, Hedge Funds, Analytics, Securities, Market Data, Electronic Trading, Six Sigma, CMM, Economic Capital, Financial Markets, Prime Brokerage, Trading, Interest Rate..., Trading Systems, Risk, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1999
PhD(ABD), Management Science, Operations Research
Kyiv National Taras Shevchenko University 1981 — 1986
MS, Mathematics, Statistics
Dawn Janukowicz's Bank of America Experience June 2004 - May 2008
Job Product Manager, Cardiovascular at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson October 2014 - Present
Johnson & Johnson September 2013 - October 2014
Johnson & Johnson May 2012 - August 2012
RCG Longview June 2008 - May 2011
Bank of America June 2004 - May 2008
Skills
Marketing, Strategy, Cross-functional Team..., Project Management, Healthcare, Pharmaceutical Industry, Public Health, Developing Markets, Analytics, Market Research, Finance, Commercial Real Estate
Education
Columbia Business School 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA
Johnson & Johnson October 2014 - Present
Johnson & Johnson September 2013 - October 2014
Johnson & Johnson May 2012 - August 2012
RCG Longview June 2008 - May 2011
Bank of America June 2004 - May 2008
Skills
Marketing, Strategy, Cross-functional Team..., Project Management, Healthcare, Pharmaceutical Industry, Public Health, Developing Markets, Analytics, Market Research, Finance, Commercial Real Estate
Education
Columbia Business School 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA
Catherine Kuss's Bank of America Experience April 1995 - February 1999
Job Communications expert, writer, editor
Industry Writing and Editing
Experience
Acxiom March 1999 - March 2015
Bank of America April 1995 - February 1999
Bank of America September 1985 - April 1995
Lord & Taylor April 1977 - December 1983
Skills
Database Marketing, Analytics, Multi-channel Marketing, Product Management, Segmentation, Strategic Partnerships, CRM, Customer Acquisition, Lead Generation, Salesforce.com, Direct Marketing, Business Intelligence, Digital Marketing, Vendor Management, Marketing Strategy, Email Marketing, SaaS, Business Development, Product Marketing, Data Warehousing, Product Development, Strategy, Solution Selling, Account Management, E-commerce, SDLC, Copy Editing, Writing, Marketing Communications, Strategic Communications, Internal Communications
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance, Marketing
Wellesley College 1970 — 1974
BA, Art History
Acxiom March 1999 - March 2015
Bank of America April 1995 - February 1999
Bank of America September 1985 - April 1995
Lord & Taylor April 1977 - December 1983
Skills
Database Marketing, Analytics, Multi-channel Marketing, Product Management, Segmentation, Strategic Partnerships, CRM, Customer Acquisition, Lead Generation, Salesforce.com, Direct Marketing, Business Intelligence, Digital Marketing, Vendor Management, Marketing Strategy, Email Marketing, SaaS, Business Development, Product Marketing, Data Warehousing, Product Development, Strategy, Solution Selling, Account Management, E-commerce, SDLC, Copy Editing, Writing, Marketing Communications, Strategic Communications, Internal Communications
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance, Marketing
Wellesley College 1970 — 1974
BA, Art History
Douglas Sue's Bank of America Experience June 2004 - February 2006
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas December 2011 - Present
BNP Paribas June 2009 - December 2011
Morgan Stanley February 2006 - August 2007
Bank of America June 2004 - February 2006
Skills
Derivatives, Investment Banking, Equities, Valuation, Equity Research, Financial Modeling, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Investments, Emerging Markets, Economics, Portfolio Management, Asset Managment, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, General
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics
BNP Paribas December 2011 - Present
BNP Paribas June 2009 - December 2011
Morgan Stanley February 2006 - August 2007
Bank of America June 2004 - February 2006
Skills
Derivatives, Investment Banking, Equities, Valuation, Equity Research, Financial Modeling, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Investments, Emerging Markets, Economics, Portfolio Management, Asset Managment, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, General
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics
Henry Agusti's Bank of America Experience September 2013 - Present
Job SVP, Southeast Sales Executive
Industry Financial Services
Experience
Bank of America September 2013 - Present
Bank of America March 2013 - September 2013
Bank of America September 2010 - March 2013
Bank of America February 2009 - October 2010
Bank of America February 2005 - February 2009
Bank of America 2003 - 2005
Merrill Lynch January 1997 - July 2000
Skills
Relationship Management, Portfolio Management, Financial Analysis, Strategy, Credit, Financial Services, Finance, Banking, Cross-functional Team..., E-commerce, Risk Management, Project Planning, Financial Modeling, Product Management, Investments, Analytics, Competitive Analysis, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Strategic Management & Finance
The George Washington University 1991 — 1995
BA, Literature
Bank of America September 2013 - Present
Bank of America March 2013 - September 2013
Bank of America September 2010 - March 2013
Bank of America February 2009 - October 2010
Bank of America February 2005 - February 2009
Bank of America 2003 - 2005
Merrill Lynch January 1997 - July 2000
Skills
Relationship Management, Portfolio Management, Financial Analysis, Strategy, Credit, Financial Services, Finance, Banking, Cross-functional Team..., E-commerce, Risk Management, Project Planning, Financial Modeling, Product Management, Investments, Analytics, Competitive Analysis, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Strategic Management & Finance
The George Washington University 1991 — 1995
BA, Literature
Elsie Mak's Bank of America Experience December 2014 - Present
Job Business Support Manager at U.S Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
Bank of America December 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - December 2014
Credit Suisse Securities (USA) LLC May 2005 - November 2012
Credit Suisse May 2010 - July 2010
Credit Suisse May 2007 - April 2009
HBO June 2004 - April 2005
Coty July 2003 - December 2003
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
Skills
People Management, Headcount, Onboarding, HRIS, Recruiting, Campus Recruiting, Problem Solving, International Project..., Department Budgeting, Operation Model Design..., Business Process Design, Vendor Management, Programme Governance, Outsourcing, Executive Management, Human Resources, Training, Performance Management, Project Management, Management, Strategic Planning, Sourcing, Business Process, Banking, Business Analysis, Talent Acquisition, Budgets, Talent Management, Integration, Resource Management, Contract Negotiation, Strategy, Organizational Design, Personnel Management, Process Improvement, Business Transformation, Management Consulting, Finance, Mergers & Acquisitions, Risk Management, Investment Banking, Business Process..., Team Management, Relationship Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Management
Georgetown UniversityWashington D.C 1992 — 1996
Bachelor of Science, International Business & Finance
Bank of America December 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - December 2014
Credit Suisse Securities (USA) LLC May 2005 - November 2012
Credit Suisse May 2010 - July 2010
Credit Suisse May 2007 - April 2009
HBO June 2004 - April 2005
Coty July 2003 - December 2003
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
Skills
People Management, Headcount, Onboarding, HRIS, Recruiting, Campus Recruiting, Problem Solving, International Project..., Department Budgeting, Operation Model Design..., Business Process Design, Vendor Management, Programme Governance, Outsourcing, Executive Management, Human Resources, Training, Performance Management, Project Management, Management, Strategic Planning, Sourcing, Business Process, Banking, Business Analysis, Talent Acquisition, Budgets, Talent Management, Integration, Resource Management, Contract Negotiation, Strategy, Organizational Design, Personnel Management, Process Improvement, Business Transformation, Management Consulting, Finance, Mergers & Acquisitions, Risk Management, Investment Banking, Business Process..., Team Management, Relationship Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Management
Georgetown UniversityWashington D.C 1992 — 1996
Bachelor of Science, International Business & Finance
David McAllister's Bank of America Experience May 2009 - October 2009
Job Senior Business Analyst Compliance
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Kay McAlister's Bank of America Experience April 1978 - March 2008
Job Senior Vice President at Pinnacle Financial Partners
Industry Financial Services
Experience
Pinnacle Financial Partners 2008 - Present
Bank of America April 1978 - March 2008
Skills
Commercial Banking, Credit Analysis, Credit, Loans, Commercial Lending, Credit Risk, Consumer Lending, Retail Banking, Mortgage Lending, Customer Service, Leadership, Loan Origination, Finance
Education
America Institute of Banking 1984 — 1986
Finance, Banking and Financial Support Services
Columbia State Community College 1977 — 1979
Pinnacle Financial Partners 2008 - Present
Bank of America April 1978 - March 2008
Skills
Commercial Banking, Credit Analysis, Credit, Loans, Commercial Lending, Credit Risk, Consumer Lending, Retail Banking, Mortgage Lending, Customer Service, Leadership, Loan Origination, Finance
Education
America Institute of Banking 1984 — 1986
Finance, Banking and Financial Support Services
Columbia State Community College 1977 — 1979
Erica (Gold) Klinkowize's Bank of America Experience July 2014 - Present
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Goldman Sachs May 2011 - June 2014
Goldman Sachs October 2006 - April 2011
Goldman Sachs May 2003 - October 2006
Skills
Equities, Financial Risk, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
Bank of America July 2014 - Present
Goldman Sachs May 2011 - June 2014
Goldman Sachs October 2006 - April 2011
Goldman Sachs May 2003 - October 2006
Skills
Equities, Financial Risk, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
Natalie Floyd's Bank of America Experience May 2014 - Present
Job VP, CFO Compliance at Bank of America
Industry Financial Services
Amy Yan's Bank of America Experience 2005 - 2005
Job Strategy + Planning
Industry Marketing and Advertising
Experience
Area 23 December 2014 - Present
iris worldwide January 2014 - November 2014
Draftfcb November 2010 - January 2014
Zone Equity Group LLC September 2009 - October 2010
Columbia University 2007 - 2008
Bank of America 2005 - 2005
Massachusetts Institute of Technology (MIT) 2003 - 2005
Applied Materials June 2004 - August 2004
Skills
Data Analysis, Research, Quantitative Analytics, Qualitative Research, Analytics, Statistics, Stata, Market Research, Economics, Financial Modeling, Data Mining, Social Media, Matlab, Microsoft Office, Competitive Analysis, Entrepreneurship, Strategy, Digital Strategy, Online Advertising, Digital Marketing, Advertising, Mobile Marketing, Integrated Marketing, Direct Marketing, Web Analytics, User Experience, Interactive Marketing, Digital Media, Customer Insight, Marketing Research, SEM, Creative Strategy, Creative Direction, Brand Management, CRM, Facebook, Content Strategy, Brand Development
Education
Columbia University - Columbia Business School
MS
Massachusetts Institute of Technology
SB
Illinois Mathematics & Science Academy
High School
Area 23 December 2014 - Present
iris worldwide January 2014 - November 2014
Draftfcb November 2010 - January 2014
Zone Equity Group LLC September 2009 - October 2010
Columbia University 2007 - 2008
Bank of America 2005 - 2005
Massachusetts Institute of Technology (MIT) 2003 - 2005
Applied Materials June 2004 - August 2004
Skills
Data Analysis, Research, Quantitative Analytics, Qualitative Research, Analytics, Statistics, Stata, Market Research, Economics, Financial Modeling, Data Mining, Social Media, Matlab, Microsoft Office, Competitive Analysis, Entrepreneurship, Strategy, Digital Strategy, Online Advertising, Digital Marketing, Advertising, Mobile Marketing, Integrated Marketing, Direct Marketing, Web Analytics, User Experience, Interactive Marketing, Digital Media, Customer Insight, Marketing Research, SEM, Creative Strategy, Creative Direction, Brand Management, CRM, Facebook, Content Strategy, Brand Development
Education
Columbia University - Columbia Business School
MS
Massachusetts Institute of Technology
SB
Illinois Mathematics & Science Academy
High School
Alan Rwambuya's Bank of America Experience 2010 - Present
Job SVP at Bank of America
Industry Investment Banking
Experience
Bank of America 2010 - Present
Barclays Capital 2001 - 2010
JP Morgan 1992 - 2001
Skills
Equities, Investment Banking, Private Equity, Valuation, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Hedge Funds, Financial Modeling, Structured Finance, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Bank of America 2010 - Present
Barclays Capital 2001 - 2010
JP Morgan 1992 - 2001
Skills
Equities, Investment Banking, Private Equity, Valuation, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Hedge Funds, Financial Modeling, Structured Finance, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Clay Simpson's Bank of America Experience 1978 - 1998
Job retired international banker
Industry Financial Services
Experience
Mirador Farms Ltd. 2005 - Present
CLS Bank International 1998 - 2002
Bank of America 1978 - 1998
TMI Systems Corp. 1970 - 1975
Citi 1962 - 1972
Skills
Banking, Portfolio Management, Risk Management, Capital Markets, Financial Markets, Management Consulting, FX Options, Payments, Derivatives, Strategic Planning, Social Media, Asset Management, Finance, Financial Risk, Financial Services, Investment Banking, Investments, Management, Mergers, Securities, Strategic Financial..., Strategy
Education
Amos Tuck School Dartmouth 1968 — 1970
Research Associate, Bank Planning
Columbia University - Columbia Business School 1960 — 1962
MBA, Finance
University of North Carolina
AB, History
Mirador Farms Ltd. 2005 - Present
CLS Bank International 1998 - 2002
Bank of America 1978 - 1998
TMI Systems Corp. 1970 - 1975
Citi 1962 - 1972
Skills
Banking, Portfolio Management, Risk Management, Capital Markets, Financial Markets, Management Consulting, FX Options, Payments, Derivatives, Strategic Planning, Social Media, Asset Management, Finance, Financial Risk, Financial Services, Investment Banking, Investments, Management, Mergers, Securities, Strategic Financial..., Strategy
Education
Amos Tuck School Dartmouth 1968 — 1970
Research Associate, Bank Planning
Columbia University - Columbia Business School 1960 — 1962
MBA, Finance
University of North Carolina
AB, History
Fuad Kamal's Bank of America Experience 1986 - 1992
Job
Industry Internet
Experience
Desert Well Network LLC 2005 - Present
TIAA-CREF 1994 - 2005
Bank of America 1986 - 1992
IBM 1984 - 1984
Hewlett-Packard 1983 - 1983
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University - Graduate Engineering 1985 — 1986
Master of Science (MS), Electrical Engineering
Princeton University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering & Computer Science
Desert Well Network LLC 2005 - Present
TIAA-CREF 1994 - 2005
Bank of America 1986 - 1992
IBM 1984 - 1984
Hewlett-Packard 1983 - 1983
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University - Graduate Engineering 1985 — 1986
Master of Science (MS), Electrical Engineering
Princeton University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering & Computer Science
Dan Dolev's Bank of America Experience January 2007 - February 2008
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Carlton Faison's Bank of America Experience October 2013 - Present
Job Senior Client Manager at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
JP Morgan Chase May 2010 - October 2013
JPMorgan Chase December 2006 - May 2010
National City Bank 1996 - 2006
JPMorgan Chase 1983 - 1996
Skills
Commercial Banking, Credit Risk, Sales Management, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Middle Market, Capital Markets, Commercial Lending, Credit, Finance, Financial Planning, Financial Services, Portfolio Management
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Georgetown University
BS, Finance
Bank of America October 2013 - Present
JP Morgan Chase May 2010 - October 2013
JPMorgan Chase December 2006 - May 2010
National City Bank 1996 - 2006
JPMorgan Chase 1983 - 1996
Skills
Commercial Banking, Credit Risk, Sales Management, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Middle Market, Capital Markets, Commercial Lending, Credit, Finance, Financial Planning, Financial Services, Portfolio Management
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Georgetown University
BS, Finance
John Skypeck's Bank of America Experience 2005 - Present
Job Senior Vice President at Bank of America
Industry Commercial Real Estate
Experience
Bank of America 2005 - Present
Travelers/Citigroup 2003 - 2005
National Life of Vermont 1999 - 2001
MassMutual/Babson 1996 - 1999
Aetna Realty 1980 - 1995
Skills
Real Estate, Loans, Real Estate Economics, Investments, Portfolio Management, Asset Management, Asset Managment, Underwriting, Credit
Education
Columbia University - Columbia Business School 1978 — 1980
masters, business
Rutgers University-New Brunswick 1973 — 1975
masters, city and regional planning
St. Lawrence University 1967 — 1971
BA, Sociology/Economics
Bank of America 2005 - Present
Travelers/Citigroup 2003 - 2005
National Life of Vermont 1999 - 2001
MassMutual/Babson 1996 - 1999
Aetna Realty 1980 - 1995
Skills
Real Estate, Loans, Real Estate Economics, Investments, Portfolio Management, Asset Management, Asset Managment, Underwriting, Credit
Education
Columbia University - Columbia Business School 1978 — 1980
masters, business
Rutgers University-New Brunswick 1973 — 1975
masters, city and regional planning
St. Lawrence University 1967 — 1971
BA, Sociology/Economics
Azam Mistry's Bank of America Experience August 1981 - August 1989
Job Senior Vice President, Treasury and Risk Internal Audit at GE Capital
Industry Financial Services
Experience
GE Capital July 2013 - Present
GE Capital September 2010 - June 2013
GE Capital and Industrial March 2003 - August 2010
Native American Securities Inc April 2002 - March 2003
HSBC Bank August 1996 - March 2002
HSBC August 1993 - August 1996
United Technologies April 1991 - July 1993
Bank of America August 1981 - August 1989
Skills
Derivatives, Capital Markets, FX Options, Banking, Corporate Finance, Financial Risk, Financial Modeling, Fixed Income, Risk Management, Credit Risk, Portfolio Management, Investment Banking, Financial Markets, Restructuring, Trading, Equities, Mergers & Acquisitions, Finance, Treasury Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Financial Markets, Dean's List, Beta Gamma Sigma Society
University of Oxford 1978 — 1981
Bachelor of Arts (B.A.), Master of Arts (M.A.), Philosphy, Politics, Economics
University of Mumbai
University of Mumbai
GE Capital July 2013 - Present
GE Capital September 2010 - June 2013
GE Capital and Industrial March 2003 - August 2010
Native American Securities Inc April 2002 - March 2003
HSBC Bank August 1996 - March 2002
HSBC August 1993 - August 1996
United Technologies April 1991 - July 1993
Bank of America August 1981 - August 1989
Skills
Derivatives, Capital Markets, FX Options, Banking, Corporate Finance, Financial Risk, Financial Modeling, Fixed Income, Risk Management, Credit Risk, Portfolio Management, Investment Banking, Financial Markets, Restructuring, Trading, Equities, Mergers & Acquisitions, Finance, Treasury Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Financial Markets, Dean's List, Beta Gamma Sigma Society
University of Oxford 1978 — 1981
Bachelor of Arts (B.A.), Master of Arts (M.A.), Philosphy, Politics, Economics
University of Mumbai
University of Mumbai
Hailey Denenberg's Bank of America Experience August 2014 - Present
Job MBA Candidate at Columbia Business School
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America July 2013 - Present
A La Main (www.alamain.net) January 2014 - Present
Bank of America June 2012 - July 2013
UCLA Center for Tropical Research September 2011 - March 2012
Opportunity Green September 2011 - November 2011
Rainforest Action Network June 2011 - August 2011
UCLA Ecology and Evolutionary Biology September 2009 - June 2010
Nordstrom June 2008 - September 2008
Skills
ArcGIS, Microsoft Office, Social Media, Blogging, R, Research, CRM, Internal Audit, ENVI
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2008 — 2012
Bachelor of Arts, Geography/Environmental Studies, Conservation Biology, French
Menlo School 2004 — 2008
Bank of America August 2014 - Present
Bank of America July 2013 - Present
A La Main (www.alamain.net) January 2014 - Present
Bank of America June 2012 - July 2013
UCLA Center for Tropical Research September 2011 - March 2012
Opportunity Green September 2011 - November 2011
Rainforest Action Network June 2011 - August 2011
UCLA Ecology and Evolutionary Biology September 2009 - June 2010
Nordstrom June 2008 - September 2008
Skills
ArcGIS, Microsoft Office, Social Media, Blogging, R, Research, CRM, Internal Audit, ENVI
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2008 — 2012
Bachelor of Arts, Geography/Environmental Studies, Conservation Biology, French
Menlo School 2004 — 2008
Felicia Yieh's Bank of America Experience 1985 - 1988
Job Senior Vice President at Rockefeller & Company, Inc.
Industry Investment Management
Experience
Rockefeller & Company, Inc. 2008 - Present
Goldman Sachs & Co. 2006 - 2008
U.S. Trust Company of New York 1996 - 2006
The Citibank Private Bank 1993 - 1996
Chemical Bank - National Private Banking 1988 - 1993
Bank of America 1985 - 1988
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Equities, Wealth Management, Estate Planning, Investments, Private Equity, Fixed Income, Wealth Management..., High Net Worth..., Portfolio Management, Wealth, Investment Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
Yale University 1977 — 1981
BA, Psychobiology
Rockefeller & Company, Inc. 2008 - Present
Goldman Sachs & Co. 2006 - 2008
U.S. Trust Company of New York 1996 - 2006
The Citibank Private Bank 1993 - 1996
Chemical Bank - National Private Banking 1988 - 1993
Bank of America 1985 - 1988
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Equities, Wealth Management, Estate Planning, Investments, Private Equity, Fixed Income, Wealth Management..., High Net Worth..., Portfolio Management, Wealth, Investment Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
Yale University 1977 — 1981
BA, Psychobiology
Adam Joseph's Bank of America Experience April 2006 - January 2009
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
keith yanowitz's Bank of America Experience 2004 - 2008
Job Portfolio Manager at First New York Securities
Industry Financial Services
Experience
First New York Securities July 2009 - Present
Unicredit 2008 - 2009
Bank of America 2004 - 2008
Bank of America 2004 - 2008
Education
University of Pennsylvania 1990 — 1994
Columbia University - Columbia Business School
First New York Securities July 2009 - Present
Unicredit 2008 - 2009
Bank of America 2004 - 2008
Bank of America 2004 - 2008
Education
University of Pennsylvania 1990 — 1994
Columbia University - Columbia Business School
Elina Tunyan's Bank of America Experience 2007 - Present
Job MBA Candidate at Columbia Business School
Industry Banking
Experience
Bank of America 2007 - Present
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Credit, Bloomberg, Capital Markets, Liquidity Risk, Treasury
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2003 — 2007
Bachelor's, Economics, Finance
Bank of America 2007 - Present
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Credit, Bloomberg, Capital Markets, Liquidity Risk, Treasury
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2003 — 2007
Bachelor's, Economics, Finance
Akua Boakye's Bank of America Experience June 2006 - June 2009
Job Value Solutions Strategist at Google
Industry Internet
Experience
Google January 2015 - Present
American Express August 2011 - January 2015
American Express June 2010 - August 2010
Bank of America June 2006 - June 2009
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Business Analysis, Sales, Market Research, Financial Analysis, Emerging Markets, Marketing, CRM
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Marketing and Entrepreneurship
Tufts University 2002 — 2006
BA, Economics and Political Science
Syracuse University in Madrid 2004 — 2004
Study Abroad, Business
Google January 2015 - Present
American Express August 2011 - January 2015
American Express June 2010 - August 2010
Bank of America June 2006 - June 2009
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Business Analysis, Sales, Market Research, Financial Analysis, Emerging Markets, Marketing, CRM
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Marketing and Entrepreneurship
Tufts University 2002 — 2006
BA, Economics and Political Science
Syracuse University in Madrid 2004 — 2004
Study Abroad, Business
Owen Minde's Bank of America Experience June 2005 - April 2009
Job FX & Economics Application Specialist at Bloomberg LP
Industry Financial Services
Experience
Rabobank November 2009 - November 2014
Bank of America June 2005 - April 2009
Rabobank July 2001 - September 2004
Skills
FX Options, Trading, Options, Emerging Markets, FX trading, Credit Derivatives, Portfolio Management, FX Derivatives, Risk Management, Financial Market..., Market Analysis, Financial Markets, Valuation, Hedging, Investment Banking, Derivatives
Education
Columbia University - Columbia Business School
EMBA
University of Birmingham 2002 — 2005
BSc, Economics
UCS
UCS
Rabobank November 2009 - November 2014
Bank of America June 2005 - April 2009
Rabobank July 2001 - September 2004
Skills
FX Options, Trading, Options, Emerging Markets, FX trading, Credit Derivatives, Portfolio Management, FX Derivatives, Risk Management, Financial Market..., Market Analysis, Financial Markets, Valuation, Hedging, Investment Banking, Derivatives
Education
Columbia University - Columbia Business School
EMBA
University of Birmingham 2002 — 2005
BSc, Economics
UCS
UCS
Tonya Inabinett, MBA's Bank of America Experience February 2013 - Present
Job Relationship Manager (Consulting) at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Duke Energy Corporation September 2012 - Present
Bank of America August 2010 - July 2012
TIAA-CREF February 2009 - March 2010
Wachovia, A Wells Fargo Company 2008 - 2009
TIAA-CREF April 2006 - April 2008
Wachovia, A Wells Fargo Company August 2003 - June 2005
Knowledge Impact 2000 - 2001
UnitedHealth Group May 1996 - April 1999
National Defense University May 1995 - June 1996
Skills
Project Management, Financial Management..., Risk Management, Software Development, MS Project, Project Planning, Agile Methodologies, Software Development..., Agile & Waterfall..., Program Facilitation, Training Delivery, SDLC, Project Portfolio..., Business Analysis, Vendor Management, PMO
Education
Southeastern University 1998 — 2000
MBA, Information Systems
Columbia Union College 1993 — 1996
BS, Business Management
N.C. A&T S.U. 1988 — 1990
Business Administration
Bank of America February 2013 - Present
Duke Energy Corporation September 2012 - Present
Bank of America August 2010 - July 2012
TIAA-CREF February 2009 - March 2010
Wachovia, A Wells Fargo Company 2008 - 2009
TIAA-CREF April 2006 - April 2008
Wachovia, A Wells Fargo Company August 2003 - June 2005
Knowledge Impact 2000 - 2001
UnitedHealth Group May 1996 - April 1999
National Defense University May 1995 - June 1996
Skills
Project Management, Financial Management..., Risk Management, Software Development, MS Project, Project Planning, Agile Methodologies, Software Development..., Agile & Waterfall..., Program Facilitation, Training Delivery, SDLC, Project Portfolio..., Business Analysis, Vendor Management, PMO
Education
Southeastern University 1998 — 2000
MBA, Information Systems
Columbia Union College 1993 — 1996
BS, Business Management
N.C. A&T S.U. 1988 — 1990
Business Administration
Julie McDermott's Bank of America Experience June 2010 - January 2012
Job Angel Investor, LP in Tech, former Bond Trader
Industry Financial Services
Experience
Bank of America June 2010 - January 2012
Citi July 2001 - June 2010
Endeavor May 2001 - July 2001
Skills
Portfolio Management, Hedge Funds, Financial Markets, MBS, Bonds, Alternative Investments, Emerging Markets, Series 7, Series 63, Fixed Income, Series 55, Securities, Investments, Fluent in Portuguese, Finance, Series 5, Passed FSOT and QEP, Entrepreneurship, Derivatives, Capital Markets, Business Strategy, Start-ups, Trading, Valuation
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Double Major in Molecular Biology and Art History
Bank of America June 2010 - January 2012
Citi July 2001 - June 2010
Endeavor May 2001 - July 2001
Skills
Portfolio Management, Hedge Funds, Financial Markets, MBS, Bonds, Alternative Investments, Emerging Markets, Series 7, Series 63, Fixed Income, Series 55, Securities, Investments, Fluent in Portuguese, Finance, Series 5, Passed FSOT and QEP, Entrepreneurship, Derivatives, Capital Markets, Business Strategy, Start-ups, Trading, Valuation
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Double Major in Molecular Biology and Art History
James Tsui's Bank of America Experience 1984 - 1989
Job Independent Power Project Finance and Development Consultant, with focus on Renewable, and especially, Solar Energy.
Industry Oil & Energy
Experience
Zay Energy Consulting 2000 - Present
Cleantech America 2007 - 2010
Deutsche Babcock Energie Und-Umwelltechnik 1996 - 1999
National Power Company 1992 - 1996
State Street Bank 1990 - 1992
Bank of America 1984 - 1989
Skills
Renewable Energy, Energy, Solar Energy, Cleantech, Photovoltaics, Project Finance, Energy Policy, Alternative Energy, Start-ups, Strategic Planning, Financial Modeling, Sustainable Energy, Wind, Emerging Markets, Mergers & Acquisitions, Energy Efficiency, Power Generation, Sustainable Development, Project Management, Sustainability, Feasibility Studies
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, International Finance
Princeton University 1975 — 1979
BSE, Industrial Engineering/Operations Research
Zay Energy Consulting 2000 - Present
Cleantech America 2007 - 2010
Deutsche Babcock Energie Und-Umwelltechnik 1996 - 1999
National Power Company 1992 - 1996
State Street Bank 1990 - 1992
Bank of America 1984 - 1989
Skills
Renewable Energy, Energy, Solar Energy, Cleantech, Photovoltaics, Project Finance, Energy Policy, Alternative Energy, Start-ups, Strategic Planning, Financial Modeling, Sustainable Energy, Wind, Emerging Markets, Mergers & Acquisitions, Energy Efficiency, Power Generation, Sustainable Development, Project Management, Sustainability, Feasibility Studies
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, International Finance
Princeton University 1975 — 1979
BSE, Industrial Engineering/Operations Research
Alex Samek's Bank of America Experience 1999 - 2000
Job Principal at The Kor Group
Industry Real Estate
Experience
The Kor Group 2012 - Present
The Kor Group 2004 - 2012
North Castle Partners, LLC 2000 - 2001
Bank of America 1999 - 2000
NationsBank 1996 - 1999
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Washington University in St. Louis 1991 — 1995
BSBA, Finance, Marketing & Management
The Kor Group 2012 - Present
The Kor Group 2004 - 2012
North Castle Partners, LLC 2000 - 2001
Bank of America 1999 - 2000
NationsBank 1996 - 1999
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Washington University in St. Louis 1991 — 1995
BSBA, Finance, Marketing & Management
David E. Miller's Bank of America Experience June 1978 - May 1985
Job CEO and CoFounder Iroquois Valley Farms LLC
Industry Real Estate
Experience
Iroquois Valley Farms LLC January 2007 - Present
Institute of Environmental Sustainability 2013 - 2013
Working Farms Capital 2008 - 2012
Two Roads Farm LLC June 2009 - August 2010
First Chicago Bank May 1992 - August 2001
Santa Fe Southern Pacific June 1985 - May 1987
Bank of America June 1978 - May 1985
Skills
Private Equity, Management, Farms, Sustainable Agriculture, Organic Farming, Venture Capital, Investment Properties, Investments, Leadership, Investors, Food, Finance, Entrepreneurship, Equities, Start-ups, Capital, Angel Investing, Corporate Finance, Mergers & Acquisitions, Social Entrepreneurship, Consulting, Corporate Development, Due Diligence, Funding, Investor Relations, Private Placements, Valuation
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
Columbia University - School of International and Public Affairs 1975 — 1976
International Business
Loyola University of Chicago 1971 — 1975
BS, Psychology, International Affairs
Rome Center - Loyola University 1973 — 1974
International Studies
Bishop McNamara
Iroquois Valley Farms LLC January 2007 - Present
Institute of Environmental Sustainability 2013 - 2013
Working Farms Capital 2008 - 2012
Two Roads Farm LLC June 2009 - August 2010
First Chicago Bank May 1992 - August 2001
Santa Fe Southern Pacific June 1985 - May 1987
Bank of America June 1978 - May 1985
Skills
Private Equity, Management, Farms, Sustainable Agriculture, Organic Farming, Venture Capital, Investment Properties, Investments, Leadership, Investors, Food, Finance, Entrepreneurship, Equities, Start-ups, Capital, Angel Investing, Corporate Finance, Mergers & Acquisitions, Social Entrepreneurship, Consulting, Corporate Development, Due Diligence, Funding, Investor Relations, Private Placements, Valuation
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
Columbia University - School of International and Public Affairs 1975 — 1976
International Business
Loyola University of Chicago 1971 — 1975
BS, Psychology, International Affairs
Rome Center - Loyola University 1973 — 1974
International Studies
Bishop McNamara
Megan (Spuler/Temple) Wallace's Bank of America Experience January 2005 - August 2005
Job
Industry Accounting
Experience
City of Leesburg August 2005 - Present
Bank of America January 2005 - August 2005
Kmart Corporation 2001 - 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, English, Customer Service, Windows, Financial Reporting
Education
Columbia Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Lake-Sumter Community College 2001 — 2004
Associate of Arts and Sciences (AAS), Business Administration and Management, General
City of Leesburg August 2005 - Present
Bank of America January 2005 - August 2005
Kmart Corporation 2001 - 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, English, Customer Service, Windows, Financial Reporting
Education
Columbia Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Lake-Sumter Community College 2001 — 2004
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Joe Tavolieri, CFA's Bank of America Experience 2004 - 2006
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management February 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial June 1999 - March 2004
Federal Deposit Insurance Corporation April 1991 - April 1997
Skills
Asset Management, Fixed Income, High Yield, Leveraged Finance, Credit Analysis, Credit, Fundamental Research, Investments, Financial Modeling
Education
Columbia Business School 1997 — 1999
MBA, Finance and Financial Management Services
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services, Magna Cum Laude
Deutsche Asset Management February 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial June 1999 - March 2004
Federal Deposit Insurance Corporation April 1991 - April 1997
Skills
Asset Management, Fixed Income, High Yield, Leveraged Finance, Credit Analysis, Credit, Fundamental Research, Investments, Financial Modeling
Education
Columbia Business School 1997 — 1999
MBA, Finance and Financial Management Services
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services, Magna Cum Laude
Alix Korpan's Bank of America Experience February 1998 - July 2001
Job Wall Street veteran / Columbia MBA looking to reenter work force after 3 year sabbatical
Industry Investment Banking
Experience
various organizations Credit Sales, Associate DirectorBarclays Capital2003 - 2009
Bank of America February 1998 - July 2001
NatWest Markets September 1996 - January 1998
Skills
Strategy, Sales, Investment Banking, Capital Markets, Mergers & Acquisitions, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BA, International Affairs, Finance
various organizations Credit Sales, Associate DirectorBarclays Capital2003 - 2009
Bank of America February 1998 - July 2001
NatWest Markets September 1996 - January 1998
Skills
Strategy, Sales, Investment Banking, Capital Markets, Mergers & Acquisitions, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BA, International Affairs, Finance
TJ Moore's Bank of America Experience January 2005 - May 2005
Job Packer at Frito Lay
Industry Food & Beverages
Experience
Frito Lay Warehouse March 2015 - Present
On Location Casting October 2013 - Present
Personal Touch Collision April 2013 - December 2014
CROSSMARK February 2013 - May 2013
TRG Customer Solutions, Spring Hill July 2012 - February 2013
Personal Touch Collision January 2010 - July 2012
Bank of America January 2005 - May 2005
Bank of America November 2004 - December 2004
Skills
Project Management, Estimating, Automotive, Car Audio, Account Management, Office Management, Sending/Receiving, Logistics, Customer Service, Public Relations, Accounting, Communication, Research, Online Marketing, Online Advertising, Online Research, PowerPoint, Microsoft Word, Microsoft Office, iPod Touch, iPhone, iPad, iPad Mini, OBDII, Automotive Diagnostics, Marketing, Customer Satisfaction, Team Building, Leadership, Management, Budgets, Social Networking, Microsoft Excel, Training, Salesforce.com, Negotiation, Time Management, Access, Outlook, Sales Management, Team Leadership, Strategic Planning, Sales, Advertising, Retail, Inventory Management, Process Improvement, New Business Development, Event Planning, Marketing Strategy
Education
Columbia State Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.)
Liberty University 2013 — 2015
Bachelor of Business Administration (BBA)
Middle Tennessee State University 2005 — 2005
Lawrence County High School 1997 — 2001
Frito Lay Warehouse March 2015 - Present
On Location Casting October 2013 - Present
Personal Touch Collision April 2013 - December 2014
CROSSMARK February 2013 - May 2013
TRG Customer Solutions, Spring Hill July 2012 - February 2013
Personal Touch Collision January 2010 - July 2012
Bank of America January 2005 - May 2005
Bank of America November 2004 - December 2004
Skills
Project Management, Estimating, Automotive, Car Audio, Account Management, Office Management, Sending/Receiving, Logistics, Customer Service, Public Relations, Accounting, Communication, Research, Online Marketing, Online Advertising, Online Research, PowerPoint, Microsoft Word, Microsoft Office, iPod Touch, iPhone, iPad, iPad Mini, OBDII, Automotive Diagnostics, Marketing, Customer Satisfaction, Team Building, Leadership, Management, Budgets, Social Networking, Microsoft Excel, Training, Salesforce.com, Negotiation, Time Management, Access, Outlook, Sales Management, Team Leadership, Strategic Planning, Sales, Advertising, Retail, Inventory Management, Process Improvement, New Business Development, Event Planning, Marketing Strategy
Education
Columbia State Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.)
Liberty University 2013 — 2015
Bachelor of Business Administration (BBA)
Middle Tennessee State University 2005 — 2005
Lawrence County High School 1997 — 2001
Donald Raper's Bank of America Experience October 2005 - November 2011
Job Accounting Analyst at Dietl International Services
Industry Fine Art
Experience
Dietl International Services February 2012 - Present
Bank of America October 2005 - November 2011
Strategic Source Media, LLC 2003 - 2005
Morgan Stanley February 1998 - March 2003
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Microsoft Excel, Customer Service
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Dietl International Services February 2012 - Present
Bank of America October 2005 - November 2011
Strategic Source Media, LLC 2003 - 2005
Morgan Stanley February 1998 - March 2003
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Microsoft Excel, Customer Service
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Predeshia Anderson's Bank of America Experience March 2011 - July 2013
Job Single Family Underwriter at Tennessee Housing Development Agency
Industry Government Administration
Experience
Tennessee Housing Development Agency June 2015 - Present
Tennessee Housing Development Agency July 2013 - Present
Bank of America March 2011 - July 2013
JPMorgan Chase June 2009 - February 2012
Citi February 2002 - April 2007
Skills
Policy, FHA, Affordable Housing, Risk Management, Economic Development, Loans, Analysis, Financial Services, Finance, Management, Training, Mortgage Lending, Underwriting, Account Reconciliation, Internal Audit, Leadership, Program Management, Credit
Education
Columbia Southern University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tennessee Housing Development Agency June 2015 - Present
Tennessee Housing Development Agency July 2013 - Present
Bank of America March 2011 - July 2013
JPMorgan Chase June 2009 - February 2012
Citi February 2002 - April 2007
Skills
Policy, FHA, Affordable Housing, Risk Management, Economic Development, Loans, Analysis, Financial Services, Finance, Management, Training, Mortgage Lending, Underwriting, Account Reconciliation, Internal Audit, Leadership, Program Management, Credit
Education
Columbia Southern University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eric Light's Bank of America Experience August 2009 - Present
Job Trader at Bank of America
Industry Banking
Experience
Bank of America August 2009 - Present
Shell Oil Company June 2002 - June 2007
Skills
Finance, Engineering, Process Engineering, Chemical Process..., Mathematics, Investments
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1998 — 2002
Bachelor of Engineering (B.E.), Chemical Engineering
Bank of America August 2009 - Present
Shell Oil Company June 2002 - June 2007
Skills
Finance, Engineering, Process Engineering, Chemical Process..., Mathematics, Investments
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1998 — 2002
Bachelor of Engineering (B.E.), Chemical Engineering
Mary Beth Younger's Bank of America Experience January 2012 - October 2014
Job Financial Services Banker at Reliant Bank
Industry Banking
Experience
Reliant Bank October 2014 - Present
Bank of America January 2012 - October 2014
Education
Columbia State Community College 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General
The University of Tennessee at Chattanooga 2009 — 2011
Nursing
Reliant Bank October 2014 - Present
Bank of America January 2012 - October 2014
Education
Columbia State Community College 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General
The University of Tennessee at Chattanooga 2009 — 2011
Nursing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS