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
Bank of America September 1995 - Present
Barnes and Noble 1991 - 1995
Education
Wharton School, University of Pennsylvania 1975 — 1977
MBA
Cornell University 1971 — 1975
BA
Steamboat Management, L.L.C. January 2012 - Present
BMO Harris Bank N.A. March 2009 - April 2012
JPMorgan Chase July 2007 - March 2009
JPMorgan Chase December 2003 - July 2007
Citizens Bank 2002 - 2003
Bank of America 1999 - 2002
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Banking, New Business Development, Small Business, Relationship Management, Leadership, CRM, Strategic Partnerships, Consumer Lending, Credit Analysis, Portfolio Management, Credit, Mortgage Lending, Financial Services
Education
Cornell University 2014 — 2014
Executive Certificate Program, Executive Leadership
Hampton University 1977 — 1981
business management
Rutgers, The State University of New Jersey-Newark
Nomura June 2014 - Present
Bank of America June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Office, Java, CSS, XML, HTML, JavaScript, Programming, PHP, Public Speaking, Hardwork, Football, Data Modeling, Financial Analysis, Teamwork, Negotiation, PowerPoint
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics
East Boston Savings Bank October 2014 - Present
Housing Families, Inc. 2008 - Present
Rockland Trust August 2012 - October 2014
People's United Bank March 2011 - August 2012
Bank of America November 2008 - March 2011
NorthSuburban Chamber of Commerce 2008 - 2011
Wainwright Bank 2002 - 2008
FleetBoston 1995 - 2000
Shawmut Bank 1991 - 1995
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Asset Based Lending, Small Business Lending, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Finance, Commercial Mortgages, Retail Banking, Mortgage Lending, Consumer Lending, Cash Management
Education
Cornell University
B.S.
Visionary Integration Professionals (VIP) December 2014 - Present
Versa Systems January 2006 - November 2014
Iron Data January 2006 - November 2014
SRA International May 2000 - May 2002
Bank of America July 1977 - June 1990
Skills
SDLC, Business Process, Project Management, Business Analysis, Management, Vendor Management, Change Management, Process Improvement, Requirements Analysis, Program Management, Business Process..., Leadership, Integration, Software Project...
Education
Hardin-Simmons University 1968 — 1973
BBA, Management / Economics
The University of Texas at Arlington 1977 — 1978
Post Grad
Cornell University 1982 — 1983
Business of Banking, Post Grad
The George Washington University 2001 — 2002
Project Management, PM
Bank of America 2005 - Present
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Middle Market, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Finance, Credit, Leadership, Management
Education
Cornell University
Master of Business Administration (MBA), Finance
UCLA
Bachelor of Arts (B.A.), Economics
Angelo, Gordon & Co. October 2014 - Present
Prudential Mortgage Capital Company June 2012 - October 2014
Bank of America Merrill Lynch July 2011 - June 2012
Bank of America May 2010 - August 2010
Broadreach Group May 2009 - August 2009
NewBay Media May 2009 - August 2009
Skills
Bloomberg, Series 7, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Equity Research
Education
Cornell University 2007 — 2011
BS, Applied Economics and Management
Oregon Ballet Theatre June 2015 - Present
The Private Client Reserve of U.S. Bank April 2014 - Present
US Bank May 2012 - April 2014
Carraro Consulting June 2010 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Planar Systems 2008 - 2008
International Risk Consultants 2001 - 2008
Xerox Corporation 2000 - 2001
Tektronix 1997 - 2001
Bank of America 1990 - 1997
Skills
Banking, Financial Analysis, Risk Management, Strategic Planning, Budgets, Business Strategy, Business Development, Project Management, Negotiation, New Business Development, Team Building, Public Speaking, Business Planning, Customer Service, Program Management, Analysis, Team Leadership, Managerial Finance, Sales Management, Market Research, Finance, Loans, Credit, Marketing, International Trade, Entrepreneurship, Coaching, Trade Finance, Financial Modeling
Education
Cornell University 1982 — 1984
MS, Agricultural Economics
University of Illinois at Urbana-Champaign
BS, Business Management
MacAlister Property Solutions, LLC February 2014 - Present
MacAlister Property Solutions 2014 - 2014
C. Alexander Construction, Inc. 2002 - 2007
J. Lohr Properties, Inc. 1988 - 2002
Bank of America 1981 - 1988
Bank of America 1978 - 1981
Paul Masson Vineyards 1974 - 1978
International Voluntary Services 1970 - 1972
Edgecort Dairy 1946 - 1969
Skills
Management, Negotiation, Analysis, Market Research, Budgets, Project Planning, Real Estate, Strategic Planning, Investment Properties, Agriculture, Agribusiness, Farms, Portfolio Management, Credit, Credit Analysis, Construction, Loans, Economics, Finance, Investments, Project Management, Contract Negotiation, Business Strategy, Residential Homes, Real Estate Transactions, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Excel, French, Intermediate..., Spanish, Intermediate..., Italian, Basic..., Indonesian, Basic...
Education
University of Hawaii at Manoa 1972 — 1974
Master of Science (MS), Agricultural and Natural Resource Economics
Cornell University 1964 — 1968
Bachelor of Science (BS), Agricutural Business Management and Marketing, Top 10 Percent GPA
Victoria University of Wellington 1966 — 1966
Year abroad, Faculty of Commerce and Administration, Transferred credit to Cornell
McGraw Central School
Secondary School, Regents Scientific Diploma
Bank of America February 2015 - July 2015
Bank of America July 2012 - February 2015
Bank of America June 2011 - August 2011
MetLife May 2010 - August 2010
Skills
Project Management, Business Analysis, Cross-functional Team..., Microsoft Excel, VBA, SQL, Data Analysis, Data Mining, Risk Management, Matlab, Python, Java, Statistics
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2008 — 2012
B.S., Operations Research and Information Engineering
Bank of America January 1995 - Present
Education
Cornell University 1977 — 1981
Bachelor of Science (B.S.), Applied Economics and Business Management
Bank of America June 2015 - Present
Cornell University August 2014 - December 2014
Nomura Securities May 2014 - August 2014
Avnet Inc. May 2013 - August 2013
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, French, Outlook, Bloomberg, Microsoft Office
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
KBW May 2003 - Present
California Federal Bank 1999 - 2003
Bank of America 1982 - 1998
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Modeling, Series 7, Investments, Series 63, Securities, Financial Analysis, Investor Relations, Equity Valuation
Education
Cornell University 1979 — 1981
M.S., Agricultural Economics
University of California, Davis 1974 — 1978
BS, Agricultural Economics
MongoDB September 2012 - Present
National Computing Group 2011 - September 2012
Lagardere Services Asia Pacific 2008 - 2009
Bank of America 2002 - 2006
Citadel Investment Group 2000 - 2001
Goldman Sachs 1998 - 1999
PAINEWEBBER SERVICES INC. 1995 - 1998
Skills
Technical Writing, Visio, JavaScript, CSS, Unix, SQL, Java, XML, DITA, PHP, HTML, Toplink, Photoshop, Rational Rose..., Sybase
Education
UCSC 2011 — 2012
Certificate, Technical Writing
University of Illinois at Urbana-Champaign 2011 — 2011
Certificate, PHP/SQL Programming
University of Melbourne 2006 — 2008
MUP, Urban Planning
The University of Chicago
MLA
Cornell University 1989 — 1993
BS, Electrical Engineering
Bank of America June 2012 - Present
Goldman Sachs October 1998 - June 2012
Education
Cornell University
Master, Computer Science
Novant Health April 2012 - Present
Bank of America April 2011 - September 2011
Hewlett-Packard May 2004 - May 2010
JP Morgan Chase April 1991 - March 2002
Skills
Mainframe, Access, Employee Relations, Microsoft Office, Problem Solving, Team Leadership, Training & Development, Computer, Phone, Typing, Troubleshooting, Software Quality..., Systems Risk Control, SOX (404), Computers, Typing, Employee Training
Education
Epic Systems Coorporation 2012 — 2012
Epic Certification, Security Coordinator
Villanova University 2010 — 2011
Master's, Human Resource Management
CUNY/Medgar Evers College 2002 — 2004
Bachelor's, Business Management
CUNY/Medgar Evers College 2001 — 2003
Associate of Science, Business Administration
Cornell University 1998 — 2000
Business Certification, Business - School of Industrial and Labor Relations
HSBC 2010 - Present
Bank of America 2007 - 2010
Lehman Brothers 2005 - 2007
Skills
Capital Markets, Portfolio Management, Derivatives, Financial Services, Wealth Management, Structured Products, Trading, Risk Management, Options, Trading Systems, Emerging Markets, FX Options
Education
Cornell University
Master of Business Administration (MBA), Finance, General
Dickinson College
Bachelor of Arts (BA), Economics
NYC Helmets to Hardhats, Inc. January 2014 - Present
Helmets to Hardhats January 2013 - Present
WVFN 2013 - Present
Small Business Development Center November 2011 - January 2013
Morgan Stanley Smith Barney June 2007 - August 2007
Bank of America June 2006 - June 2007
United States Air Force March 2003 - March 2006
Skills
business strategy, business development, Financial Analysis, Public Speaking, Organizational..., Community Outreach, Seminars, Strategic Planning, Project Planning, Business Strategy, Entrepreneurship, Leadership Development, Business Development, Change Management, Program Management, Small Business, Start-ups, Management Consulting, Succession Planning, Military, Mergers, Government, Analysis, Economic Development, Management, Marketing Strategy, Team Building, Public Relations, Coaching, Conflict Resolution, Research, Business, Organizational..., Project Management, Team Leadership, Leadership, New Business Development, Mentoring, Customer Service, Employee Relations, Negotiation, Non-profits, Strategy, Business Planning, Nonprofits, Sales, Human Resources, Recruiting
Education
Cornell University 2015 — 2017
Master’s Degree, Industrial and Labor Relations
Cornell University 2007 — 2010
Bachelor of Science (BS), Industrial and Labor Relations
Bank of America July 2015 - Present
Axelon Services Corp. 2003 - July 2015
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, Technical Recruiting, Human Resources, Microsoft Office
Education
Cornell University
Master's degree, Industrial and Labor Relations
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
GE Healthcare January 2014 - Present
GE Healthcare October 2011 - January 2014
Credit Suisse April 2004 - October 2011
Bank of America June 2003 - April 2004
Lutron Electronics August 1995 - April 2000
Skills
Mergers & Acquisitions
Education
Harvard Business School 2000 — 2002
MBA
Cornell University 1994 — 1995
MEng, Electrical Engineering
Imperial College London 1991 — 1994
BEng, Information Systems Engineering (Electrical Engineering and Computer Science)
Royal Russell School
A Levels
The Center for Institutional Finance January 2005 - Present
SOM,LLC July 2005 - July 2014
Financial Technologies, LLC February 2000 - May 2005
Banc of America Securities January 1998 - February 2000
Bank of America 1998 - 2000
Lang, Devers and Associates, LLC January 1995 - October 1998
Dain Bosworth & Sullivan March 1990 - November 1994
A. G. Edwards September 1979 - January 1990
Office of the Governor, State of Illinois August 1974 - August 1979
International City Management Association May 1973 - September 1973
Skills
Investment Banking, Capital Projects, Capital Markets, Financial Advisory, Commercial Finance, Church Finance, Higher Education Finance, Church Events, Finance, Mergers, Due Diligence, Investments, Strategy, Bonds, Banking, Start-ups, Project Finance, Financial Services, Loans, Real Estate Development, Private Equity, Securities, Corporate Finance, Budgets, Portfolio Management, Financial Structuring, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Funding, Restructuring, Executive Management, Credit, Real Estate Economics, Venture Capital, Corporate Development, Mergers & Acquisitions, Credit Analysis, Joint Ventures, Asset Management, Commercial Lending, Structured Finance, Management, Investment Properties, Fixed Income, Equities, Strategic Financial..., Cash Management, Commercial Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management 1972 — 1974
MBA, Finance and Law
Cornell University 1968 — 1972
BS Civil Engineering, Civil Engineering, Public Law
Citi August 2015 - Present
Citi August 2013 - Present
NASDAQ OMX June 2012 - August 2012
The Financial Services Roundtable January 2012 - May 2012
Bank of America June 2011 - September 2011
Federal Defenders of San Diego May 2010 - August 2010
United States Mission to UNESCO May 2009 - September 2009
Armfelt & Associés June 2008 - August 2008
Skills
Legal Services, Financial Regulation, Clearing Houses, Interest Rate Swaps, Regulatory Research, Basel III, Dodd-Frank, EMIR, Legal Research, Legal Writing, LexisNexis, Westlaw, Security Clearance, French, Administrative Law, Translation, Federal Regulations, Microsoft Office, Contract Management, Photoshop, Final Cut Pro, Digital Photography, Government, Securities Regulation, Trials
Education
Georgetown University Law Center 2010 — 2013
Juris Doctor, Law
ESI/George Washington University 2010 — 2010
Certificate, Federal Acquisition Regulations
Cornell University 2005 — 2009
BA, Political Science, History
Francis W. Parker School 1991 — 2005
High School Diploma
Francesca Romana Diana Jewelry February 2014 - Present
Bank of America May 2007 - December 2012
Country Swedish August 2002 - March 2004
Cendant International 1998 - 2002
International Orientation Services 1995 - 1998
Colette Picard Bijouterie, Representing Francesca Romana 1993 - 1995
Leo Burnett, Mexico 1987 - 1990
Leo Burnett 1985 - 1987
Skills
Coaching, Strategic Planning, Community Outreach, Educational Leadership, Instructional Design, Project Management, Partnership-Building, Data Analysis, Negotiation, Sales, Public Speaking, Team Building, Marketing Strategy, Management, Research, Risk Management, Organizational..., Training, Partnership-building, Leadership Development, Leadership
Education
Denison University 1980 — 1984
BA, Psychology
DePaul University 2000 — 2003
Masters of Arts, Educational Leadership
Cornell University 2010 — 2011
Diversity Management Training
Evanston Township High School 1976 — 1980
Egenera July 2015 - Present
Bank of America May 2014 - July 2015
Bank of America May 2012 - May 2014
Bank of America October 2010 - May 2012
Bank of America April 2007 - October 2010
Bank of America September 2005 - April 2007
Daniel Roberts January 2002 - August 2005
Robert Half September 1998 - January 2001
Skills
Recruiting, Project Coordination, Employment Law, Human Resources, Supply Chain, Risk Management, Risk Assessment, Vendor Management, Vendor Relationships, Presentations, Management, Leadership, Training, Sourcing, Program Management
Education
Suffolk Law School 2003 — 2007
Doctor of Law (J.D.), Law
Cornell University 1993 — 1997
Bachelor of Science (BS)
Brookline High School
Brookline High School
Brookline High School
Make-A-Wish Mid Atlanic 2013 - Present
Capital Bank 2012 - Present
Capital One Financial Services 2008 - 2012
Bank of America August 2004 - 2008
Bank of America 2004 - 2008
E & Y/Capgemini 1999 - 2004
First Union 1995 - 1997
Skills
Mergers, Segmentation, Corporate Development, Strategy Development, Analytics, Consumer markteting, B2B Marketing, Customer Acquisition, Data Analysis, Sales Operations, Product Development, Product Management, Product Marketing, Marketing Strategy, Direct Marketing, Pricing Strategy, Business Strategy, Business Analysis, Small Business, Small Business..., Small Business Lending, Commercial Banking, Payments, Risk Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Marketing and Finance
Cornell University 1987 — 1991
BS, Industrial Relations
Regis High School 1987 — 1989
Vestar Capital Partners August 2013 - Present
Vestar Capital Partners August 2011 - August 2013
Bank of America July 2009 - June 2011
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Due Diligence, Equities, Corporate Finance, Venture Capital
Education
Cornell University
Zya September 2014 - Present
Bank of America September 2014 - Present
Zya (formerly Music Mastermind, Inc) January 2008 - Present
Moore Capital / James Caird Asset Management June 2008 - July 2010
Lehman Brothers June 2007 - May 2008
JP Morgan Chase August 1997 - May 2007
Bear Stearns June 1993 - August 1997
Credit Suisse First Boston August 1991 - June 1993
Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading
Education
Cornell University 1987 — 1991
BS, Applied Economics
Bronx High School of Science 1983 — 1987
Bank of America March 2010 - Present
Bank of America 2000 - Present
Bank of America January 2006 - March 2010
MBNA: December 2000 - January 2006
MBNA January 2000 - January 2001
Dade Behring January 1999 - January 2000
Dade Behring 1999 - 2000
Hewlett Packard January 1996 - January 1999
Hewlett Packard April 1994 - November 1998
Hewlett Packard January 1994 - January 1996
Skills
Java Enterprise Edition, JDBC, Web Services, Spring, Hibernate, JUnit, Servlets, Struts, Design Patterns, Web Applications, OOP, Apache, WebSphere Application..., SOA, HTML, SDLC, Enterprise Architecture, Java, Software Development, Testing, Spring Framework, Websphere
Education
University of Delaware 1990 — 1993
M.S
Cornell University 1980 — 1983
BS
SUNY at Buffalo 1978 — 1980
Bachelor of Science (B.S.)
US Bank May 2006 - Present
Bank of America May 1989 - May 2004
Skills
Commercial Lending, Loans, New Business Development, Real Estate, Commercial Real Estate, Credit, Portfolio Management, Management, Underwriting, Loan Origination, Commercial Mortgages
Education
Cornell University 1981 — 1985
Dolgeville Central School
Fidelity Investments February 2004 - Present
Fleet Boston Financial 1998 - 2004
Bank of America 1998 - 2004
Fleet Financial Group 1998 - 2000
Skills
Quantitative Research, Quantitative Investing, Financial Risk, Portfolio Optimization, Portfolio Analytics, Fund Of Funds, Mutual Fund Alpha, Algorithmic Trading, Equity Trading, Trade Analytics, Futures Trading, Tactical Asset..., Options Strategies, Financial Engineering, Marketing Analytics, Custom Solution, ALM, Stochastic Control, Nonlinear Dynamics, Signal Processing, Neural Networks, Financial Modeling, Equities, Portfolio Management, Bloomberg, Risk Management, Derivatives, Asset Allocation, Capital Markets, Hedge Funds, Monte Carlo Simulation, Trading System, Asset Management, Fixed Income
Education
Cornell University 1989 — 1994
Ph.D., Electrical Engineering
University of Maryland College Park 1987 — 1989
Master’s Degree, Electrical Engineering
National Taiwan University 1981 — 1985
Bachelor’s Degree, Information Engineering
Chatham Financial January 2012 - Present
Brett Whitham September 2002 - Present
Bank of America September 2010 - January 2012
Aquent August 2010 - January 2012
The Fiddler Group August 2007 - January 2010
ER Creative August 2006 - July 2007
Virgen Advertising January 2004 - 2006
Skills
User-centered Design, Project Coordination, Creative Concept..., Data Mapping, InDesign, Illustration, Painting, Illustrator, HTML 5, CSS3, jQuery, Mobile Internet, Responsive Design, User Experience, User Interface Design, Art Direction, Web Design, Wordpress, Photoshop, Advertising, User Experience Design, Creative Direction, Typography, Information Architecture, Concept Development, CSS, Mobile Design, Wireframes, WordPress, Brand Development, Responsiveness, Direct Marketing
Education
Cornell University 2014 — 2014
Master Certificate in Systems Design and Project Leadership, Product design and project leadership
Art Institute of Las Vegas 2002 — 2007
Bachelors, Design and Communications
Santander Bank, N.A. May 2012 - October 2014
Bank of America March 2010 - May 2012
MetLife April 2009 - March 2010
Wachovia, A Wells Fargo Company October 2006 - December 2009
Skills
Financial Services, CRM, Relationship Management, Finance, Credit, Strategic Financial..., Loans, Selling, Investments, Banking, Management, Leadership and..., Executive level..., Analysis, Sales
Education
Cornell University 2012 — 2012
Financial Management Certificate Program
Northwood University - Richard DeVos Graduate School of Management 1998 — 1999
MBA, Intergrated Management
Northwood University 1997 — 1998
Bachelor of Business Administration, Cum Laude
United States International University 1994 — 1997
Bachelor of Science, International Business Administration
Wayne Fueling Systems LLC December 2013 - Present
Wayne, A GE Energy Business February 2012 - December 2013
Bridge360 April 2010 - November 2011
Nannatek, Inc August 2007 - March 2010
Reconda International Corporation 2002 - 2004
Bank Of America 1999 - 2002
Shelden & Associates, Inc. 1999 - 1999
IBM 1997 - 1999
Education
The Ohio State University 1995 — 1997
BS, Computer Science & Engineering
Cornell University 1989 — 1992
AT&T October 2013 - Present
McAfee December 2009 - February 2013
SystemExperts February 2008 - August 2009
Symantec November 2006 - February 2008
Environmental Facilities Corporation June 2005 - November 2006
Bank of America May 2004 - June 2005
U.S. Coast Guard June 1994 - June 1998
Skills
Network Security, Security, Vulnerability Assessment, System Administration, IDS, Network Architecture, Security Architecture..., IPS, Innovative Problem..., Collaborative Leadership, Firewalls, Antivirus, Intrusion Detection, Penetration Testing, McAfee, Servers, Malware Analysis, Windows Server, Network Administration, Vulnerability Management, Disaster Recovery, Networking, Encryption, Enterprise Software, Linux, Computer Security, Information Security, System Deployment, Unix
Education
Cornell University 2000 — 2003
B.S., Communications in Information Technology
SUNY Cobleskill College 1998 — 2000
A.B.A., Microcomputer Information Systems
Regions Financial Corporation May 2015 - Present
SunTrust Bank April 2012 - May 2015
Bank of America February 2008 - April 2012
Bank of America June 2006 - January 2008
Deutsche Bank Securities April 2001 - May 2004
Citigroup August 1998 - March 2001
Skills
Commercial Banking, Relationship Management, Corporate Finance, Strategic Financial..., Leadership, Project Management, Mergers & Acquisitions, Sales Management, International Business, Strategic Planning, Technology, Strategic Consulting, Leveraging Strategic..., Investments, Banking, Investment Banking, Capital Markets, Treasury Management, Credit Risk, Finance, Management
Education
Wake Forest University School of Business 2004 — 2006
MBA, Finance
Cornell University 1994 — 1998
BS, Business Management and Marketing
Physioh Inc. November 2014 - Present
General Atlantic June 2013 - November 2014
Abraaj Capital June 2012 - August 2012
Time Warner Inc. June 2009 - July 2011
Citi April 2007 - June 2009
Bank of America May 2006 - August 2006
Skills
Economics, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Investments, Private Equity, Strategy, Investment Banking, Mergers & Acquisitions, Corporate Development, M&A experience, Capital Markets, Emerging Markets, Business Strategy, Venture Capital
Education
Harvard Business School 2011 — 2013
MBA, General Management
Cornell University 2003 — 2007
BA, Economics; International Relations Minor
Robert College 1999 — 2003
High School, Math and Science Diploma
Citi April 2015 - Present
Bank of America August 2011 - April 2015
Novartis January 2010 - August 2011
Skills
SAS, Java, Statistics, Marketing Research, Data Analysis, Data Mining, VBA, Statistical Modeling, Portfolio Management, Economics, Risk Management, C++, R, Analytics, Financial Modeling, SQL, Cross-functional Team..., Credit Risk Modeling, Credit Risk, Financial Risk
Education
Cornell University 2008 — 2010
M.S., Financial Engineering, Statistics
University of Wisconsin 2004 — 2008
Bachelor of Science (B.S.), Computer Science
University of Wisconsin 2004 — 2008
Bachelor of Science (BS), Mathematics
Shude High School
Bank of America 2012 - Present
Black Spaghetti Visuals May 2010 - Present
Avon December 2011 - May 2012
Weight Watchers Inc. April 2006 - June 2010
CGR Seven 2003 - 2006
Vanguarde Media 2000 - 2003
Skills
Interactive Advertising, Creative Direction, Magazines, Social Media Marketing, Project Management, Broadcast, Art, Advertising, Email Marketing, Information Architecture, Web Design, User Interface Design, Entertainment, User Experience, Online Advertising, Social Media, Strategic Planning, Integrated Marketing, Photoshop, Digital Marketing, Marketing, Film, Graphic Design
Education
New York University 2003 — 2005
Film
Cornell University 1990 — 1995
Mechanical Engineering
Stuyvesant High School 1986 — 1990
Ithaca College
Prairie View A&M University March 2014 - Present
General Electric 2015 - 2015
Bank of America October 2012 - January 2014
Alpha Business Images, LLC November 2012 - June 2013
Skills
Strategic Planning, Proposal Writing, Emotional Intelligence, Creative Direction, Creative Writing, Report Writing, Team Management, Public Speaking, Idea Person, Event Planning, Music Production, DJ, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Teaching, Higher Education
Education
Prairie View A&M University 2014 — 2017
Bachelor's Degree, Mechanical Engineering
Cornell University 2009 — 2011
Bachelor's Degree, Mechanical Engineering
Asesores EME International January 2010 - Present
Modular Building de Venezuela January 2008 - January 2014
Omniquim C.A. June 2011 - June 2012
Consis International June 2008 - July 2009
Bank of America May 2005 - March 2006
Skills
Business Strategy, New Business Development, Business Development, Strategic Planning, Marketing Strategy, International Business, Market Research, Strategy, Business Planning, International Sales, Negotiation, Sales Management, International Trade, Start-ups, Social Media Marketing, Effective web design..., virtual presence..., Digital Marketing and..., E-commerce project..., Strategic Business..., Integrated Marketing..., Scenario Planning, Workflow Process..., Resource Management, Tax efficiency strategy, Legal strategy..., Change Management, Risk Management, Negotiations, Microsoft Office PRO, Microsoft Project, Adobe Acrobat Pro,..., website development..., Merchant services..., Digital experience..., Great public speaker..., Asset Management, Assest Protection..., Marketing, Project Management, Management, Entrepreneurship, Business Analysis, Business Intelligence, Leadership, Market Analysis
Education
Johnson and Wales University 2005 — 2006
Master of Business Administration (M.B.A.), Global Business Leadership, International Trade, Magna Cum Laude
Cornell University 2009 — 2009
Certificate in Executive Leadership, Business Administration and Management, General
Johnson and Wales University 2001 — 2004
Bachelor's Degree, Marketing, Cum Laude
Tishman Hotel and Realty March 2014 - Present
Bank of America July 2012 - March 2014
Bank of America June 2011 - August 2011
Cargill June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Bloomberg, Microsoft Word, Capital Markets, Market Research, Financial Services, Municipal Bonds, Fixed Income, Marketing, Economics, Analysis, Leadership
Education
Cornell University 2008 — 2012
Bachelor's, Animal Science and Finance
Bank of America February 2010 - Present
Bank of America July 2004 - January 2010
Bank of America August 1998 - July 2004
Bank of America August 1996 - August 1998
Business Records Corporation March 1995 - August 1996
Skills
Business Process, Software Documentation, Training, Governance, Financial Risk, Analysis, Risk Management, Business Continuity, Financial Analysis, Banking, Six Sigma, Disaster Recovery, Crisis Communications, Information Technology, Project Management, Enterprise Risk..., Vendor Management, Management, Business Analysis, Team Management, Mentoring, Crisis Management, Leadership, Test Planning, Operational Risk, Business Process..., Microsoft Office, Program Management, Employee Training, Change Management, Project Planning, Mainframe Testing, Process Improvement, Team Leadership, Relationship Management, Troubleshooting, Business Continuity..., Operational Risk..., Testing, Vendor Relationships, Strategy, Risk Assessment, Treasury Services
Education
Cornell University 1990 — 1994
B.S., Management and Marketing
Bank of America 2006 - Present
Fannie Mae 1999 - 2006
GE Capital Mortgage Services, Inc. 1990 - 1999
Skills
Corporate Law, Mergers & Acquisitions, Securities, Financial Services, Mortgage Lending, Due Diligence, Mergers, Corporate Governance, Mortgage Banking, Litigation, Structured Finance, Capital Markets, Risk Management, Securitization, Banking, Corporate Finance, Mortgage Servicing, Litigation Management, Legal Compliance
Education
University of Pennsylvania Law School 1978 — 1981
JD, Law
Cornell University 1974 — 1978
BS, Industrial and Labor Relations
Bank of America March 2011 - Present
Bank of America March 2008 - March 2011
Bank of America 2005 - 2008
Kohler Co. 2002 - 2003
Molded Fiber Glass (MFG) - Ashtabula, OH 1994 - 2001
Skills
Talent Management, Change Management, Leadership, Management, Process Improvement, Performance Management, Strategic Planning, Relationship Management, Human Resources, Organizational Design, Leadership Development, Project Management, Organizational..., Six Sigma, Business Operations, Diversity & Inclusion
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Cornell University 1990 — 1994
BS, Engineering
Nike March 2015 - Present
J & L Properties January 2006 - Present
Nike September 2013 - July 2015
Perth Heat Baseball Club September 2012 - April 2013
Perth Heat Baseball Club June 2012 - July 2012
Portland Timbers January 2011 - January 2011
Bank of America June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Sales, Marketing Strategy, Sales Operations, Project Management, Creative Strategy, Business Intelligence, Motivation, Professional Mentoring, Training, Leadership, Sports Training, Facebook, Market Research
Education
Cornell University 2008 — 2012
Bachelor's degree, Hotel/Motel Administration/Management
Man of Leisure October 2011 - Present
Charles Schwab August 2009 - October 2011
Bank of America April 2004 - July 2009
Education
Cornell University 1988 — 1993
The London School of Economics and Political Science (LSE) 1991 — 1992
Sona LLC January 2007 - Present
Bank of America 2005 - 2007
Accenture 1998 - 2004
Skills
Cost Engineering, Organizational Design, Operational Excellence, Business Transformation, Management Consulting, Program Management, Change Management, Cross-functional Team..., Consulting, Strategy, Organizational..., Leadership, Governance, Business Strategy, Team Building, Mergers & Acquisitions, Business Process..., IT Strategy
Education
Cornell University
Tactegra February 2009 - Present
Bank of America November 2001 - February 2009
American Standard November 2000 - November 2001
Xerox 1991 - 2000
Passero Associates June 1990 - June 1991
South Florida Water Management District June 1987 - May 1990
Skills
Six Sigma, Business Process..., Lean Manufacturing, Continuous Improvement, Executive Management, Black Belt, Process Engineering, DMAIC, Process Improvement, Operational Excellence, Problem Solving, Root Cause Analysis, Collaborative Problem..., Defect Elimination, Supply Chain Management, Change Management, Quality Management, Strategic Planning, Risk Management, Operations Management, Program Management, Strategy, Outsourcing, Productivity, Analysis, Kaizen, Manufacturing, Business Strategy, Management Consulting, Enterprise Software, IT Management, Training, Project Management, Business Process, TQM, Management, Leadership, Cross-functional Team..., Business Transformation, Mergers & Acquisitions, Performance Management, Business Process Mapping, Engineering, Project Portfolio..., Performance Improvement
Education
University of Rochester 1994 — 1996
M.S, Mechanical Engineering
Cornell University 1983 — 1987
BS, College of Engineering and College of Agriculture and Life Sciences
American Military Academy 1975 — 1983
Blood, sweat, and tears
Amit Bhatia Libe Cafe August 2014 - Present
Cornell University ChemE Car September 2012 - Present
Shell May 2015 - August 2015
Bank of America June 2014 - August 2014
City College of New York June 2013 - August 2013
High Technology High School January 2012 - June 2012
Skills
Microsoft Excel, Data Analysis, Statistics, Statistical Modeling, Matlab, R, Mathematica, Aspen Plus, Simulink, Team Leadership, Process Control
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Chemical Engineering
High Technology High School
Gentle Oak Design + Dev May 2011 - Present
Bank of America October 2010 - April 2014
R/GA August 2009 - September 2010
Gentle Oak Design and Consulting August 2007 - August 2009
Creative Circle October 2008 - June 2009
Altpixel, Inc. April 2008 - April 2009
Solers December 2005 - July 2006
L-3 Communications September 2003 - November 2005
AOL May 2001 - August 2001
Skills
Entrepreneurship, Leadership, Management, Product Management, Program Management, Project Management, Research, Social Media, Start-ups, Strategy, User Experience
Education
Cornell University 2002 — 2003
Master of Engineering (MEng), Electrical and Computer Engineering
Cornell University 1998 — 2001
Bachelor's degree, Electrical and Computer Engineering
J.P. Morgan January 2010 - Present
HedgeServ January 2008 - January 2010
Citco May 2006 - January 2008
Bear Stearns December 2004 - May 2006
Bank of America February 2004 - November 2004
JP Morgan Chase June 2003 - February 2004
Harborside Plus June 2002 - June 2003
Refco Group September 1999 - June 2002
Random Walk Computing September 1997 - September 1999
Donaldson, Lufkin & Jenrette January 1995 - September 1997
Education
University of Arizona 1991 — 1994
Optical Computing, Pattern Recognition, Image Processing, Neural Networks
Cornell University 1987 — 1991
BSEE, Electrical Engineering
Bank of America July 2008 - Present
Countrywide December 2006 - July 2008
Capital One September 2001 - December 2006
Gemini Consulting 1993 - 1999
Skills
Analytics, Segmentation, Portfolio Management, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Cornell University 1990 — 1993
B.S., Applied Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America July 2011 - May 2015
Moody's Investors Service 2007 - June 2011
Deloitte & Touche LLP 2006 - 2007
Skills
Credit, Counterparty Risk, Cash Flow, Credit Derivatives, Derivatives, Hedge Funds, Structured Products, Financial Modeling, Quantitative Finance, Fixed Income, Credit Risk, Structured Finance, Capital Markets, Quantitative Analytics, Valuation, Trading, Financial Risk
Education
Cornell University 2005 — 2006
Masters, Financial Engineering
Cornell University 2001 — 2005
B.S., Operations Research
Goldman Sachs March 2013 - Present
Bank of America May 2012 - March 2013
Diversant For Goldman Sachs February 2011 - May 2012
JP Morgan June 2010 - September 2010
Sungard Data Systems May 2005 - June 2010
Marsh & McLennan Companies, Inc. 2004 - 2005
UPS 2000 - 2003
Bank of America Merrill Lynch February 1998 - May 2000
Skills
SDLC, Management, Business Analysis, Vendor Management, SQL, Software Project..., Project Management, Unix, Java, Software Development, Agile Methodologies, Business Intelligence, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, Scrum, Spring, Trading Systems, XML, Databases, Oracle, Perl, Sybase, Data Warehousing, PL/SQL
Education
Set Focus C# Masters Class 2004 — 2004
Microsoft C# Development
Pace University 2002 — 2004
MS, Computer Science, 3.98
Chubb Top Gun Program C++ 2001 — 2001
Object Oriented Programming, Top of Class
Chubb Top Gun Program Mainframe Development 1997 — 1998
Mainframe Programming, 1st in Class
Cornell University 1988 — 1992
BS, Industrial and Labor Relations
Bank of America February 2014 - Present
Bank of America September 1996 - 2004
Fleet Bank 1993 - September 1996
Skills
SDLC, Banking, Credit, Business Analysis, Risk Management, Credit Risk, Retail Banking, CRM, Vendor Management, Analytics, Financial Services, Financial Risk, Team Building, Analysis, Requirements Gathering, Process Improvement, Change Management, Project Management, DB2, Microsoft Office
Education
Syracuse University 1988 — 1990
Computer Science/Engineering Mathmatics
Cornell University 1986 — 1988
Electrical/Computer Engineering
George Washington University School of Business September 2009 - Present
Oliver Wyman July 2007 - October 2009
Bank of America March 2003 - May 2007
Wellington Management 2001 - 2003
Skills
University Relations, Public Relations, Recruiting
Education
Cornell University 1998 — 2001
Bachelor of Science, Communications
Penn State University 1997 — 1998
Select Decisions LLC June 1999 - Present
RPF Consulting 2004 - 2010
Adjoined Consulting 2003 - 2004
Technology Builders Inc (TBI) 1996 - 1999
Bank of America 1996 - 1999
Accenture 1989 - 1993
Skills
Business Intelligence, Business Objects, Data Warehousing, Dashboard, Web Intelligence, Data Integration, Crystal Reports, Master Data Management, SAP ERP, ETL, Integration, Data Modeling, Data Migration, Business Intelligence..., Enterprise Software, OLAP, Data Quality, SAP Netweaver, Data Warehouse..., SAP BI, Dimensional Modeling, ERP, Business Analysis, Analysis Services, Requirements Analysis, Consulting, EPM, SAP BW
Education
Cornell University 1983 — 1987
Bachelor of Science (BS) and Masters of Science, Operations Research / Industrial Engeering
Corning Incorporated June 2011 - Present
Bank of America January 2010 - June 2011
Bank of America September 2009 - January 2010
Bank of America August 2007 - August 2009
Bank of America June 2004 - July 2007
Merck June 2003 - August 2003
Arthur Andersen June 1999 - July 2002
Skills
Talent Management, Organizational Design, Succession Planning, Performance Management, Leadership Development, Organizational..., Workforce Planning, Onboarding, Organizational..., Employee Engagement, Change Management, Talent Acquisition, Strategy, Vendor Management, Human Resources, Leadership, Management
Education
Cornell University 2002 — 2004
MILR, Human Resources and Organizational Behavior
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Fannie Mae July 2012 - Present
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch October 2010 - September 2011
Banc of America Securities May 2008 - October 2010
Bank of America March 2007 - May 2008
Education
Cornell University 2003 — 2007
Statistics, Applied Economics Management
Fairview High School
Good Neighbor Insurance, Inc November 2012 - Present
Dalton Education 2011 - 2012
US Bank November 2008 - February 2011
Bank of America June 2008 - November 2008
Cole Capital 2004 - 2006
ING Funds June 2001 - September 2004
Morgan Stanley February 2000 - April 2001
Skills
Financial Risk, Financial Services, Financial Advisory, Banking, Leadership, Investments, Training, Loans, Mutual Funds
Education
Cornell University 1992 — 1994
Bachelor of Science, Business
Pathways
Nationstar Mortgage November 2014 - Present
Bank of America July 2012 - October 2014
Homeward Residential, Inc. April 2010 - July 2012
JPMorgan Chase June 2007 - April 2010
Citigroup 2001 - 2007
Skills
Recruiting, Talent Acquisition, Employee Relations, PeopleSoft, Onboarding, Performance Management, Talent Management, Succession Planning, Applicant Tracking..., Change Management, HRIS, Process Improvement, Project Management, Human Resources, Financial Services, Mergers, Risk Management, Vendor Management, Employee Engagement, Organizational..., Mergers & Acquisitions, Outsourcing, Management, Personnel Management, Foreclosures, Banking, Credit, Loans, Mortgage Lending, Portfolio Management
Education
Cornell University 1994 — 1998
Bachelor of Science, Animal Sciences
The Peddie School 1990 — 1994
U.S. Bank May 2012 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Bank of America Merrill Lynch October 2008 - July 2010
Bank of America July 2005 - December 2008
Credit Suisse June 2004 - August 2004
Benchmark Technologies June 2003 - August 2003
Skills
Capital Markets, Financial Modeling, Mergers, Investments, Valuation, Due Diligence, Risk Management, Derivatives, Equity Research, Investment Banking, Trading, Credit, Equities, Analysis, Bloomberg
Education
Cornell University 2001 — 2005
BS, Applied Economics & Management
United States Senate December 2012 - Present
U.S. House of Representatives May 2010 - December 2012
Bank of America February 2010 - March 2010
Sichenzia Ross Friedman Ference LLP July 2008 - January 2009
Thacher Proffitt & Wood April 2007 - June 2008
Skills
Legal Research, Securities Regulation
Education
New York University School of Law 2008 — 2009
LLM, Tax
University of Wisconsin Law School 2002 — 2005
JD
Cornell University 1997 — 2001
Bachelor of Science (BS), Applied Economics
Western Asset Management July 2011 - Present
Freddie Mac November 2009 - May 2011
Bank of America June 2002 - February 2009
McKinsey October 2000 - June 2002
Cornell University August 1998 - August 2000
Skills
Series 7, Portfolio Management, Fixed Income, Valuation, Capital Markets, Asset Management, Financial Modeling, Quantitative Finance, Team Leadership, Quantitative Analytics, Structured Products, Physics, Public Speaking, University Teaching, Mathematical Modeling, CMBS, Investment Banking
Education
Cornell University 1993 — 1998
Ph.D., Physics
North Carolina State University 1989 — 1993
B.S., Physics/Mathematics
NCSSM 1987 — 1989
CommunityAmerica Credit Union November 2014 - Present
Bank of America April 2012 - October 2014
CoreLogic May 2011 - April 2012
GRT Global Solutions November 2007 - April 2011
The CIT Group January 1993 - October 2007
Skills
Risk Management, Change Management, Leadership, Strategic Planning, Management, Business Strategy, Recruiting, Business Planning, Training, Sales Management, Due Diligence, Sales, Business Development, Credit, Negotiation, Portfolio Management, Mortgage Lending, New Business Development, CRM, Financial Services, Team Building, Banking, Loans, Finance, Executive Management
Education
Cornell University 2007 — 2007
Executive Certification of Finance Management
Indiana University—Purdue University Fort Wayne 1986 — 1991
B.A., Psychology
Radian March 2014 - Present
Bank of America November 2009 - March 2014
Freedom Mortgage July 2008 - November 2009
Freedom Mortgage April 2006 - June 2008
RBS Greenwich Capital March 2005 - March 2006
Freddie Mac February 2004 - February 2005
Freddie Mac June 2002 - January 2004
Skills
Capital Markets, Financial Modeling, Loans, Financial Risk, Credit, Securitization, Investments, Credit Risk, Financial Analysis, Fixed Income, Credit Analysis, Finance
Education
Cornell University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Sully & Co., LLC October 2013 - Present
Lacoste Footwear (Pentland Brands) January 2012 - July 2013
Ralph Lauren April 2007 - January 2012
Rainbow Media Holdings 2006 - 2007
Geller & Company 2005 - 2006
General Electric/Vivendi Universal 2000 - 2004
Bank of America 1997 - 1999
Skills
Financial Analysis, Strategic Financial..., Finance, Marketing Strategy, Forecasting, Strategic Planning, Business Planning, Strategic Partnerships, Mergers, Business Strategy, Product Development, Mergers & Acquisitions, Business Development, New Business Development
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
M.B.A., Finance and Accounting
Cornell University 1988 — 1992
Bachelor of Science, Applied Economics and Business Management
Bank of America September 2011 - Present
Merrill Lynch August 1995 - September 2011
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1983 — 1987
BS, Business Management
Park School Ma
JPMorgan Chase & Co. March 2015 - Present
Credit Suisse August 2014 - March 2015
Credit Suisse July 2010 - August 2014
Credit Suisse August 2007 - July 2010
Bank Of America January 2007 - August 2007
Skills
Credit Derivatives, Fixed Income, Derivatives, Options, VBA, Risk Management, Market Risk, CDS, Swaptions, Portfolio Management, Trading Systems, Investment Banking
Education
Cornell University 2002 — 2003
Master of Engineering, Operations Research and Industrial Engineering
Cornell University 1998 — 2002
Bachelor of Science, Computer Science
Goldfarb Wealth Advisors, LLC 2014 - Present
Bank of America 1995 - 2013
Citibank 1993 - 1995
MicroPore, Inc. 1990 - 1993
Goldfarb Properties 1986 - 1993
Education
Cornell University
Master of Business Administration, 1985, Finance
Bank of America April 2004 - Present
FleetBoston Financial (now BAC) September 2000 - April 2004
Fidelity Investments August 1998 - September 2000
First Card, First Chicago NBD 1996 - 1998
American Demographics, Inc. (Former Dow Jones company) January 1995 - August 1996
Skills
Banking, Risk Management, Financial Services, Portfolio Management, Credit Risk, Loans, Credit Cards, Relationship Management, Credit, Analytics, Financial Modeling, Financial Risk, Retail Banking, Mortgage Lending, Strategy, Process Improvement, Financial Analysis, Analysis, Business Analysis, Vendor Management, Strategic Planning, Leadership, Business Process..., Finance, CRM
Education
Cornell University 1991 — 1995
Ph.D., Demography/Economics/Statistics
Cornell University 1988 — 1991
MS, Demography/Statistics
Bank of America August 2011 - Present
Army Men's Basketball December 2009 - April 2011
ESPN May 2007 - December 2009
Ulriken Eagles and Hyeres Toulon Var October 2004 - May 2006
Skills
Analytics, Brand Management, Broadcast Television, Digital Media, Leadership, Management, New Media, Strategic Planning, Strategy, Television, Training, Video Editing, Video Production
Education
Cornell University 2000 — 2004
BS, Business Management
Capital One January 1996 - Present
Bank of America May 1987 - January 1996
Education
Cornell University 1985 — 1987
Syracuse University 1981 — 1985
BS, BA, Industrial Engineering, Economics
Bank of America September 2013 - Present
Bank of America August 2011 - August 2013
Bank of America December 2007 - August 2011
The Chanel Company Limited 2004 - 2007
Deutsche Bank 2002 - 2004
Education
Cornell University 1998 — 2002
Newton South High School
Bank of Tokyo-Mitsubishi UFJ December 2011 - Present
Bank of America August 2010 - December 2011
NYU Stern School of Business September 2008 - May 2010
Radian August 2005 - March 2009
Radian Asset Assurance Inc. 2005 - March 2009
ACA Capital September 2003 - August 2005
Public Financial Management 2002 - 2003
Skills
Investment Banking, Portfolio Management, Capital Markets, Financial Structuring, Financial Modeling, Fixed Income, Structured Finance, Valuation, Bloomberg, Equities, Derivatives, Hedge Funds, Corporate Finance, Credit Risk, Financial Analysis, Credit Analysis, Due Diligence, Private Equity, Financial Services, M&A experience, M&A Modeling
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 1998 — 2002
BS, ILR
TigerRisk Partners May 2015 - Present
Willis Capital Markets & Advisory May 2009 - May 2015
Bank of America July 2003 - May 2009
Skills
Capital Raising, Valuation, Financial Modeling, Corporate Finance, M&A experience, Corporate Development, Financial Analysis, Mergers, Investment Banking, Capital Markets, Credit Analysis, Fixed Income
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Applied Economics and Management
Bank of America April 2008 - Present
Bank of America October 2004 - April 2008
Bank of America April 2003 - October 2004
FleetBoston Financial August 2003 - April 2004
FleetBoston Financial February 2002 - August 2003
FleetBoston Financial Corporation 2000 - 2002
Bain & Company September 1996 - June 2000
Ford Motor Company May 1997 - August 1997
Kwasha Lipton 1990 - 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, General Management
Cornell University 1986 — 1990
Bachelor of Arts, Economics, International Relations
Lowe's Companies, Inc. November 2014 - Present
Bank of America April 2013 - November 2014
Bank of America January 2013 - April 2013
Bank of America January 2011 - January 2013
Bank of America March 2008 - January 2011
ZS Associates July 2007 - March 2008
ZS Associates January 2005 - July 2007
Skills
Valuation, Quantitative Finance, Financial Modeling, Financial Analysis, Portfolio Management, Derivatives, Fixed Income, Banking, Investment Banking, Capital Markets, Analytics, Risk Management, Management Consulting, Business Analysis, Bloomberg, Strategy
Education
Cornell University 2001 — 2004
Bachelor of Science (BS), Operations Research and Industrial Engineering
Wells Fargo Securities March 2010 - Present
CapRok Capital June 2008 - March 2009
Mizuho Securities USA Inc. January 2008 - September 2008
J.P. Morgan March 2007 - January 2008
Merrill Lynch March 2006 - March 2007
Bank of America June 2004 - March 2006
Bank of America March 2002 - June 2004
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.)
Sanford C. Bernstein April 2008 - Present
Banc of America Securities March 2004 - February 2008
Bank of America 2004 - 2008
UBS Investment Bank April 1997 - April 2004
Education
Harvard Law School 1992 — 1995
JD
Cornell University 1989 — 1991
University of Massachusetts, Amherst 1987 — 1989
Chaminade High School 1983 — 1987
Bank of America May 1996 - Present
PFA (Subsidiary of NYLife) December 1989 - May 1996
Independent Financial Services Representative / Various Broker/Dealers June 1986 - December 1989
Skills
IT Management, IT Operations, IT Transformation, Cross-functional Team..., Applications Delivery, SDLC, Six Sigma, Project Management, Project Delivery, Financials, Business Planning, Business Process, Associate Development, Succession Planning, Program Management, Technology Management, Technology Integration, Risk Assessment, Risk Management, Process Improvement, Business Analysis, Banking, Financial Services, Business Process..., Leadership, Financial Risk, Enterprise Software, Management, PMO, Project Portfolio..., IT Strategy, Business Continuity, Information Technology, Service Delivery, Change Management
Education
Cornell University
Bachelor of Sciences, Industrial and Labor Relations
Bank of America May 2013 - Present
Cathay Bank October 2007 - June 2012
Skills
Microsoft Excel, Banking, Credit, Project Management, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Fixed Income, Product Management, Microsoft Office, Investments, Finance, Strategic Planning, Economics
Education
Cornell University 2003 — 2005
Bachelor of Science (BS), Labor and Industrial Relations
Tackle U.S. Inc December 2013 - Present
Bank of America October 2000 - December 2013
Fleet Securities 2002 - 2004
ADP Clearing 2000 - 2002
Merrill Lynch 1986 - 2000
Skills
Risk Management, Banking, Disaster Recovery, Vendor Management, Data Center, Portfolio Management, SDLC, Derivatives, Financial Services, Financial Risk, Infrastructure, Business Analysis, Mergers & Acquisitions, Process Improvement, Equities, Enterprise Architecture, Analysis, Trading Systems, Investment Banking, Capital Markets, Project Portfolio..., PMO, Relationship Management, Business Strategy, Business Process, Business Planning, Marketing, Marketing Strategy, Brand Development, Brand Management, Brand Awareness, Branding, Social Media, Social Media Marketing, Online Branding, Retail Branding, Online Marketing
Education
New York Institute of Technology-Old Westbury 2006 — 2009
MBA, Business, Management, Marketing, and Related Support Services, 4.0
Cornell University 2006 — 2006
Certificate Program, Executive Leadership
Bank of America August 2011 - Present
Bank of America April 2009 - August 2011
Bank of America January 2007 - April 2009
The CNA Corporation November 2004 - December 2006
Skills
Banking, Credit Risk, Credit, Credit Analysis, Loss Mitigation, Mortgage Servicing, Risk Management, Operational Risk..., Forecasting, Analysis, Military Recruiting
Education
Cornell University 2000 — 2005
Doctor of Philosophy (Ph.D.), Economics
James Madison University 1996 — 2000
BA, Economics
Bank of America October 2013 - Present
JPMorgan Chase January 2007 - October 2013
The Wallace Foundation 2005 - January 2007
Crohn's & Colitis Foundation of America July 2004 - 2005
SUNY Geneseo 2001 - July 2004
TRW August 1998 - January 2000
Education
Cornell University 1996 — 1998
MILR, Industrial and Labor Relations
University of Scranton 1992 — 1996
Master's degree, History
University of Scranton 1992 — 1996
Bachelor's degree, History
Regions Bank July 2007 - Present
Bank of America November 1998 - June 2007
NationsBank January 1996 - November 1998
Skills
Interest Rate Risk..., Capital Markets, Derivatives, Hedging, Asset Management, Financial Structuring, Portfolio Management, Fixed Income, Investments, Credit, Risk Management, Finance, Banking, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 1991 — 1992
MBA, Finance
Cornell University 1984 — 1988
B.S., Applied Economics
SunTrust Bank February 2013 - Present
SunTrust Bank 2011 - January 2013
SunTrust Bank 2010 - 2011
SunTrust Robinson Humphrey 2007 - 2010
SunTrust Bank 2005 - 2007
SunTrust Bank 2003 - 2005
Bank of America 2001 - 2003
Skills
Portfolio Management, Investments, Investment Banking, Finance, Commercial Banking, Retail Banking, Private Banking, Investment Management, Financial Modeling, Financial Analysis, Commercial Lending, Risk Management, Strategic Financial..., Customer Service
Education
Cornell University
Project Leadership Certification
Virginia Polytechnic Institute and State University 1996 — 2000
Deloitte August 2013 - Present
The Concentre Group 2014 - 2014
Infovision Technologies Inc. October 2012 - August 2013
Bank of America December 2010 - October 2012
Zycron, Inc October 2010 - November 2010
Katz Group Canada Ltd July 2009 - July 2010
Prodea Systems Inc September 2007 - November 2008
IBM Corp September 2004 - September 2007
Inforte Inc. May 2003 - September 2004
Extraprise Inc. January 2000 - April 2002
Skills
IT Strategy, PMO, Requirements Analysis, SDLC, Program Management, Vendor Management, Business Analysis, Agile, Visio, Business Intelligence, SQL, Team Management, Data Warehousing, Process Improvement, Business Process, Software Development, Integration, Project Planning, MS Project, Management Consulting, Business Management, Software Project..., IT Management, Business Transformation, Requirements Gathering, Project Management, Cross-functional Team..., Management, Outsourcing
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
MBA, General Management
Cornell University
Bachelor of Arts, Asian Studies
Taipei American School
High School
University of Central Texas
Bachelor of Science, Computer Science
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
Bank of America June 2010 - Present
Egan-Jones Structured Products February 2009 - September 2009
Tricadia May 2008 - November 2008
Bear Stearns November 1993 - May 2008
Deloitte & Touche June 1991 - November 1993
Education
Cornell University 1987 — 1991
BS, Applied Economics and Business Management
ShareStream March 2009 - Present
US Trust 2007 - 2009
Bank of America 2007 - 2009
City of Ithaca, New York 2004 - 2008
New York State Government 2005 - 2007
Education
Cornell University 2001 — 2005
BS, School of Industrial and Labor Relations
St. Albans 1997 — 2001
Goldman Sachs May 2012 - Present
Credit Suisse May 2011 - May 2012
Quality Planning Corporation, Verisk Analytics April 2009 - April 2011
Bank of America June 2007 - March 2009
Skills
Bloomberg, Financial Modeling, Data Analysis, Equity Research
Education
Cornell University 2003 — 2007
Bachelor of Science, Operations Research Engineering
PNC March 2015 - Present
Citi September 2012 - March 2015
Capital One March 2012 - September 2012
Bank of America March 2003 - February 2012
Citibank May 1997 - March 2003
USAirways 1993 - 1997
Northwest Airlines 1990 - 1993
Cornell University 1979 - 1984
Education
Cornell University 1979 — 1984
BS, MEng, Operations Research
Oaktree Capital Management 2012 - Present
Marathon Asset Management 2010 - 2012
Bank of America 2009 - 2009
Skills
Real Estate Transactions, Financial Modeling, Excel, ARGUS, CMBS, Distressed Debt, Non-performing Loans, Real Estate Financing, Real Estate Development
Education
Cornell University 2006 — 2010
Bachelor's Degree, Economics, Real Estate
Stuyvesant High School 2002 — 2006
High School
The Keith Corp. January 2013 - Present
Bank of America May 2011 - December 2012
Bank of America April 2010 - April 2011
Smith Barney June 2008 - August 2008
TOUR GCX June 2008 - August 2008
Smith Barney June 2007 - August 2007
Skills
Financial Analysis, Argus Modeling, Loans, Investments, Financial Statements, Risk Management, Financial Modeling, Underwriting, SAS, Economics, Analytics, Small Business Lending, Wealth Management
Education
Cornell University 2005 — 2009
BS: Applied Economics and Management, Finance
DICK'S Sporting Goods September 2013 - Present
Best Buy March 2002 - July 2013
Best Buy April 2002 - February 2008
Bank of America January 2005 - March 2005
Staples November 1999 - March 2002
Skills
Retail, Retail Banking, Retail Sales, Multi-channel Retail, Merchandising, Visual Merchandising, Product Management, Inventory Management, Inventory Control, Physical Inventory, Loss Prevention, Risk Management, Team Leadership, Leadership Development, Talent Acquisition, Recruiting, Development Of Employees, Management, Sales, Training, Investigation, Microsoft Excel, Microsoft Word, Customer Service, peer to peer..., multi unit management, Employee Training, Store Management, Big Box, Coaching, Shrinkage, Multi-unit, Driving Results, Store Operations, Planograms, New Store Openings, Profit, Associate Development, New Store Development, Hiring, P, Multi-unit Retail..., Assortment, People Development, Merchandise Planning, POS, Asset Protection, Operations Management, Consumer Electronics, Time Management
Education
Cornell University
Business Communications
St John's University
Criminal Justice
US Trust, Bank of America April 2004 - Present
Citigroup Private Bank May 2000 - March 2004
Bank of America October 1997 - April 2000
Metro Expo September 1995 - September 1997
Skills
Asset Management, Asset Managment, Banking, Estate Planning, Financial Services, Investments, Loans, Wealth Management, Credit, Hedge Funds, Investment Management, Portfolio Management, Finance, Private Banking
Education
Cornell University 1991 — 1995
BA, Government
Bank of America May 2007 - Present
Bank of America February 2005 - May 2007
JP Morgan Chase January 2004 - February 2005
Bank of America July 2002 - January 2004
Education
Cornell University 1999 — 2002
B.S., Operation Research / Industrial Eng
Economic Solutions, Inc 2007 - Present
Spectrum Economics, Inc. 1988 - 2007
QED Research, Inc. 1985 - 1988
Bank of America 1980 - 1985
Skills
Strategic Planning, Economics, Public Policy, Research, Proposal Writing, Strategy, Public Speaking, Management Consulting, Entrepreneurship, Policy Analysis, Data Analysis
Education
Stanford University 1975 — 1980
Ph.D, Applied Economics
Stanford University 1973 — 1975
MA, Applied Economics
Cornell University 1970 — 1973
1973, Agricultural Economics
Hannaford Supermarkets January 2015 - Present
Bank of America August 2014 - January 2015
Target October 2012 - June 2014
Hannaford Supermarkets June 2011 - October 2012
Cornell University Alumni Affairs October 2008 - June 2011
Cornell University August 2007 - May 2011
Cornell Fitness Centers August 2007 - May 2011
Skills
Event Planning, Community Outreach, Microsoft Office, Management, Leadership, Public Speaking, Marketing, Merchandising, Student Affairs, Talent Management, Team Building, Teamwork, Human Resources, Planograms, Performance Reviews, College Recruiting, Store Operations, Project Planning, Goal Planning, Crisis Management, Retail, Inventory Management
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.), Business
Bank of America July 2010 - Present
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management
PHH Corporation 2013 - Present
Bank of America 2010 - 2012
American Express 1995 - 2010
Skills
Variable Pay, Market Pricing, Compensation Structure..., Executive Pay, Rewards, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Management, Succession Planning, Incentive Programs, Sales Compensation, Onboarding, Benefits Design, HR Transformation, Job Evaluation, Organizational Design, Organizational..., HRIS, Performance Management
Education
Cornell University 1988 — 1992
Bachelors of Science, Industrial and Labor Relations
Bronx High School of Science
self-employed April 2013 - Present
Bank of America January 1987 - March 1989
Skills
Akashic Records, Angel Oracle and Tarot..., Emotional Clearing, Energy Healing
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bank of America October 2009 - June 2015
Merrill Lynch 2006 - 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BA, Mathematics and Economics
Bank of America May 2015 - Present
Garden City Group March 2013 - March 2015
Skills
Legal Research, Legal Compliance, Due Diligence, OFAC, Legal Writing, Research, Litigation, Civil Litigation, Commercial Litigation, Legal Assistance, Policy, Lexis, Regulatory Analysis, Trials
Education
The College of William and Mary - Marshall Wythe Law School 2006 — 2009
Doctor of Law (J.D.)
Cornell University 2001 — 2005
B.A, History and Sociology
Macro Risk Advisors March 2012 - Present
Nomura Securities March 2009 - March 2012
Bank of America September 2003 - March 2009
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Valuation, Trading Systems, Electronic Trading, Trading, Investments, Asset Management, Private Equity, Bloomberg, Alternative Investments, Options
Education
Cornell University 1996 — 2000
Bachelor's degree, Operations Research, Engineering
Fifth Third Bank January 2015 - Present
Fifth Third Bank December 2013 - December 2014
Fifth Third Bank November 2012 - December 2013
Fifth Third Bank January 2008 - November 2012
Bank of America June 1998 - December 2007
SunTrust Bank June 1994 - June 1998
Potomac Electric Power Company March 1988 - June 1994
Chase Manhattan Corporation May 1983 - December 1987
Skills
CRM, Portfolio Management, Leadership, Management, Finance, Treasury Management, Cash Management, Financial Services, Sales, Credit Analysis, Program Management, Sales Process, Coaching, Treasury, Equities, Banking, Time Management, Credit, Loans, Financial Institutions, Commercial Banking, Commercial Lending, Financial Analysis, Relationship Management
Education
Pace University 1983 — 1987
MBA, Banking and Finance
Cornell University 1979 — 1983
BS, Natural Resources
Horace Greeley High School
M&T Bank July 2013 - Present
Bank of America May 2012 - June 2013
JPMorgan Chase August 2011 - May 2012
HSBC Bank USA November 2009 - September 2010
HSBC Mortgage Corporation March 2004 - October 2009
HSBC Bank USA January 2001 - February 2004
HSBC Bank USA January 1998 - December 2000
HSBC Bank USA January 1995 - December 1997
Education
Cornell University 1978 — 1982
B.S., Communication Arts
Bank of America March 2007 - Present
UBS October 2004 - March 2007
Skills
Banking, Financial Analysis, Risk Management, Business Analysis, Portfolio Management, Analysis, Finance, Credit, Management, Microsoft Office
Education
Cornell University 1995 — 1999
B.S., Econ, Economics
Bank of America January 2010 - Present
JP Morgan Chase September 2007 - December 2009
First Republic Bank September 2005 - August 2007
Skills
Portfolio Management, Banking, Financial Analysis, Financial Modeling, Credit, Credit Analysis, Credit Risk, Risk Management, Investments, Equities, Valuation, Finance, Corporate Finance, Wealth Management, Relationship Management, Financial Services, Financial Risk, Mortgage Lending, Strategic Financial..., Asset Management
Education
MBA
MSc Engineering
Hana Financial,Inc First Vice President and Division HeadBank Sinopac Ltd.June 2002 - July 2007
Bank of America 1970 - 2001
Education
Cornell University
Graduate Certificate, Finance
University of Redlands
B.S., Business Administration
Elizabeth S. Soon May 2005 - Present
Bank of America August 2002 - May 2005
JPMorgan Chase January 1990 - February 1997
Royal Bank of Canada 1973 - 1980
Skills
Banking, Management, Loans, Portfolio Management, Bankruptcy
Education
Cornell University 1991 — 1995
Business Management and Administration
St. Joseph's Convent
General Education
Regions Financial Corporation 2015 - Present
Atlantic-Pacific Capital 2011 - 2013
Barclays Capital 2007 - 2009
Bear Stearns May 2005 - September 2007
Bank of America 2001 - 2004
Cowen and Company 2000 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments
Education
Cornell University 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1994
BA, Political Science
U.S. Department of the Treasury July 2015 - Present
FitCause December 2012 - Present
U.S. Department of the Treasury June 2014 - March 2015
Techstars March 2013 - June 2013
PadTies September 2011 - December 2012
Bank of America July 2009 - August 2011
Merrill Lynch June 2008 - August 2008
United States Senate July 2007 - August 2007
Skills
Real Estate, Real Estate Transactions, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Equities, Financial Analysis, Investments, Capital Markets, Due Diligence, Series 7, Bloomberg, Business Development, Networking
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
B.A., Government, Economics
Horace Mann School 1993 — 2005
Bank of America August 2014 - Present
University of Florida May 2010 - June 2010
Alachua County Library District October 2008 - December 2008
Skills
Statistics, SAS Certified Base..., SQL, Python, R, Statistical Modeling, C++, Microsoft Office, Data Modeling, Matlab, Actuarial Science, Chinese
Education
Cornell University 2013 — 2014
Master of Professional Studies, Applied Statistics
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Statistics
Eastside High School 2005 — 2009
International Baccalaureate Diploma
Cache la Poudre Press, LLC December 2014 - Present
Cache la Poudre Press, LLC December 2014 - Present
Self-employed December 2009 - Present
Lafayette Park Consulting January 2003 - December 2009
Bank of America May 1999 - January 2002
Demand Factors, Inc. June 1985 - June 1999
St. Louis University September 1992 - June 1997
Anheuser-Busch July 1979 - June 1985
Needham, Harper, Worldwide June 1976 - July 1979
Young & Rubicam August 1974 - June 1976
Skills
Statistical Modeling, Multivariate Statistics, Statistical Data..., Market Research, Marketing Management, Website Development, Financial Modeling, Databases, Data Mining, Data Modeling, Strategic Planning, New Business Development
Education
Cornell University 1967 — 1970
Doctor of Philosophy (PhD), Human Factors (Psych + Engineering/Computer Science)
The University of Akron 1962 — 1967
BA & MA
MIT Sloan School of Management
Post-Doc, Research Methodology and Quantitative Methods
Wharton Business School
Post-Doc, Research Methodology and Quantitative Methods