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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Bank of America Employees
Bank of America February 2015 - Present
Bank of America April 2011 - Present
Bank of America April 2011 - February 2015
Massage Envy Spa January 2009 - April 2011
Image Sun Franchising Corporation March 2005 - May 2008
Skills
Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Mortgage Banking, Lines Of Credit, Banking, Loan Origination, Deposits, Cash Management, Relationship Management, Loans, Finance, Credit Analysis, Sales, Small Business Lending, Financial Analysis, Risk Management, Credit Risk, Microsoft Excel, Customer Service, Outlook, Credit Cards, Credit
Education
Davenport University 2004 — 2007
Business, Management, Marketing, and Related Support Services
First Republic Bank June 2015 - Present
Bank of America October 2011 - April 2015
Bank of America June 2010 - October 2011
The Walt Disney Company June 2008 - June 2010
Countrywide Financial Corp March 2002 - December 2007
Countrywide Financial Corporation March 2002 - June 2004
Ceira Technologies March 2000 - March 2002
Deloitte & Touche September 1994 - March 2000
Skills
Business Process..., Financial Services, Business Analysis, Mortgage Lending, SDLC, Process Improvement, Requirements Analysis, Program Management, Business Intelligence, Project Management, Business Development, ITIL, Management, Leadership, Strategy, Business Process, Software Documentation, ERP, Business Requirements, Team Leadership, Project Portfolio...
Education
University of Southern California - Marshall School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
Davidson College
Bachelor's Degree
San Diego State University-California State University
MA
Carolinas HealthCare System November 2014 - Present
Carolinas Healthcare System March 2013 - November 2014
Bank of America September 2012 - March 2013
Bank of America February 2009 - November 2012
Bank of America July 2006 - February 2009
Bank of America November 2004 - July 2006
Bank of America October 2003 - November 2004
Bank of America August 2000 - October 2003
Bank of America February 1999 - August 2000
Bank of America May 1997 - February 1999
Skills
Large Group Facilitation, Six Sigma, Helix, Green Belt, Mentoring, Quality Control, Project Management, Strategic Planning, Workshop Facilitation, Property Management, Process Improvement, Vendor Management, Cross-functional Team..., Contract Management, Budgets, Management, Corporate Real Estate, Project Planning, Mergers & Acquisitions, Risk Management, Program Management, Real Estate Development, Facilities Management, Leadership, Change Management, Operations Management, Contract Negotiation, Strategy, Leadership Development, Recruiting, Construction, Portfolio Management, Coaching, Finance, Organizational..., Project Portfolio...
Education
Davidson College 1989 — 1992
Bachelor of Arts, Psychology
CoreNet Global 2009 — 2013
Master of Corporate Real Estate (MCR), Real Estate
Leadership Charlotte 2004 — 2005
Certification, Civic Leadership
University of North Carolina at Charlotte 2001 — 2001
Certified Commercial Investment Member (CCIM) Institute 2002 — 2002
Commercial Real Estate
Bank of America 2014 - Present
Skills
Staffing Services, Temporary Staffing, Technical Recruiting, Contract Recruitment, Permanent Placement, Internet Recruiting, Temporary Placement, Applicant Tracking..., Interviews, Recruiting, Talent Acquisition, Screening, Sourcing
Education
Davenport University
Marketing/Marketing Management, General
Grand Rapids Community College
Business Administration and Management, General
Los Angeles Fire Department July 2008 - Present
Bank of America December 2000 - 2006
Skills
Landscaping, Cooking, Firefighting, Technical Rope Rescue, Confined Space Rescue, Low Angle Rope Rescue, Swift Water Rescue..., Trench Rescue, Rescue Systems 1..., Wildfire Fighting, Emergency Services
Education
David Geffen School of Medicine at UCLA 2007 — 2007
Daniel Freeman Paramedic Program, Emergency Medical Technology/Technician (EMT Paramedic)
University of Southern California 2001 — 2004
Bachelor of Arts (B.A.), International Relations
Bishop Montgomery High School
Loan Protector Insurance Services, A Willis North America Company February 2015 - Present
Bank of America 2012 - October 2013
CDI Corporation 2008 - 2012
JPMorgan Chase June 1995 - August 2008
Skills
Leadership, Management, Analysis, Coaching, Vendor Management, Process Improvement, Banking, Change Management, Recruiting, Operations Management, Performance Management, Team Building, Credit, Payroll, HR On-boarding, CRM, Credit Analysis, Risk Management, Loans, Mortgage Banking
Education
David N. Myers University
Master of Business Administration (MBA), Business
The University of Akron
Bachelor's degree, Industrial Management -HR
UVM Foundation January 2013 - Present
Provident Financial Services April 2007 - February 2014
HSI January 2007 - December 2012
St. Peter's Church Endowment 1992 - 2012
First Morris Bank and Trust 1997 - 2007
Bank of America August 1985 - January 1990
Bank of New York July 1980 - September 1985
JP Morgan Chase 1985 - 1985
Skills
Equities, Strategic Planning, Budgets, Financial Modeling, Negotiation, Risk Management, Financial Analysis, Business Planning, Asset Managment, Business Strategy, Fixed Income, Asset Management, Finance, Portfolio Management, Valuation, Investments, Non-profit Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
MBA
Dartmouth College 1976 — 1980
AB, English/American Studies
Bank of America June 2014 - Present
PNC November 2012 - October 2013
advanced auto parts December 2011 - November 2012
Walmart August 2011 - February 2012
Skills
Sales, Small Business..., PowerPoint, Inventory Management, Customer Satisfaction, Microsoft Word, Microsoft Excel, Outlook, Management, Coaching, Leadership, Sustainable Business..., Logistics, Time Management, Critical Thinking, Training, Finance, Microsoft Office, Merchandising, Process Scheduler, Operations Management, Business Strategy, Situational Leadership, Business Development, Team Building, Team Leadership, Marketing, Social Networking, Social Media, Social Media Marketing, Facebook, Research, Call Centers, Telephone Skills, Data Analysis, Administration, Business Planning, Strategy, Banking, Lotus Notes, Highly detail oriented, Public Speaking, Small Business, Leadership Development, Teamwork, Program Management
Education
Davenport University 2010 — 2013
Management, Business Sustainability Development, 3.7
Underground Printing August 2014 - Present
Bank of America September 2013 - Present
Panera Bread August 2013 - August 2014
Publix May 2010 - July 2013
Skills
Writing, Punctuation, InDesign, Microsoft Word, PowerPoint, Exceptional Listener, Multi Tasking, Task Management, Task Master, Editing, Public Speaking, Customer Service, Customer Experience, Goal Oriented, Highly responsible, Highly Reliable
Education
Michigan State University 2014 — 2017
Bachelor’s Degree, Communication, General
Darton College 2012 — 2013
Broadcast Journalism
Dagny Scout February 2014 - Present
Bank of America April 2012 - February 2014
Bank of America July 2010 - April 2012
Stratton November 2006 - March 2010
Stuck In The Past, LLC January 2000 - March 2010
Vox Sportswear January 2008 - February 2010
Morgan Stanley Smith Barney June 2009 - September 2009
boho magazine January 2008 - September 2009
Skills
Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate
Dartmouth College 2006 — 2010
BA, Economics
Wells Fargo October 2014 - Present
Northern Trust June 2013 - October 2014
US Bank February 2011 - June 2013
US Bank April 2009 - February 2011
Bank of America September 1999 - March 2009
Skills
Private Banking, Credit Administration, Sales Management, Foreign Languages, Compliance, Credit, People Management, Management, Marketing, Team Leadership, Team Building, Strategic Financial..., Finance, Loans, Leadership, Strategy, Financial Services, Analysis, Credit Cards, Risk Management, Sales, Commercial Lending, Commercial Banking, Mortgage Lending
Education
Grand Canyon University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.92
Davenport University 2000 — 2004
Bachelor's Degree, Business Administration with Concentration in Accounting, 3.97
Université Paris X Nanterre 1997 — 1998
Independent Studies, French Language and Literature
The Hebrew University 1994 — 1997
Bachelor, French Language and Literature
Wayne County Community College January 2007 - Present
Bank of America December 2000 - March 2010
TCF Bank August 1993 - December 2000
Skills
Series 63, Series 6, Microsoft Office 2007, Retail Banking, Leadership Development, Microsoft Excel, Microsoft Word, Insurance, Public Speaking, Community Outreach, Payroll, Coaching, Notary Public Michigan, Strategic Planning, Customer Service, Sales, Budgets, Program Management, Leadership, Microsoft Office, Management, Team Building, Training
Education
Eastern Michigan University 2012 — 2016
Doctor of Philosophy (Ph.D.), Technology Management, Doctoral Candidate
Eastern Michigan University 2012 — 2015
Doctor of Philosophy (Ph.D.), Information Technology Project Management, Doctoral Student
Davenport University 1999 — 2002
MBA, Entrepreneur Managment
University of Minnesota-Twin Cities 1992 — 1996
Bachelor Of Arts, Sociology/Criminal Justice
Bank of America July 2011 - Present
Bank of America November 2010 - July 2011
Bank of America November 2008 - October 2010
Bank of America July 2007 - November 2008
Skills
Risk Management, PMO, Project Management, Management, Strategy, Integration, Strategic Planning, Leadership, Banking, Portfolio Management, Change Management, Business Transformation
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Masters of Business Administration, Magna Cum Laude
Davidson College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Member First Mortgage LLC April 2009 - Present
Bank of America November 2007 - April 2009
Quicken Loans October 2004 - October 2007
Skills
First Time Home Buyers, Mortgage Lending, Loans, REO, Short Sales, Foreclosures, Investment Properties, Real Estate, Condos, Sales, Single Family Homes, Credit Unions, FHA Financing, Rural Development, Real Estate Transactions
Education
Davenport University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
GEE White Academy February 2013 - Present
Bank of America August 2012 - January 2013
Macy's August 2012 - December 2012
Conxion January 2011 - June 2012
Comerica Bank June 2006 - August 2006
Skills
Project Coordination, Project Planning, Program Development, Public Relations, Public Speaking, Organization, Customer Service, Customer Management, Event Management, Time Management, Paraprofessional, Training, Tutoring, Accurate Record Keeping, Filling/File Keeping, Multilingual, AS400 system, Leadership, Critical Thinking, Microsoft Office, Social Networking, Supervising, Confidentiality, Analytical &..., PowerPoint, Data Keeping, Data Organization, Data Analysis, Data Entry, Data Management
Education
Davenport University
Master of Business Administration (M.B.A.), Applied Business
University of Michigan 2009 — 2012
Bachelor of Arts (BA), Anthropology
Macomb Community College 2008 — 2008
Cultural Anthropology
Wayne County Community College District 2008 — 2008
Medical Anthropology
University of Michigan 2007 — 2007
Philosophy, Anthropology
Martin Luther King Jr. Sr. High School 2003 — 2007
KKR July 2014 - Present
Morgan Stanley June 2012 - July 2014
Project RightChoice October 2009 - June 2012
Connecticut River Capital 2012 - 2012
Morgan Stanley June 2011 - August 2011
Dartmouth College December 2010 - June 2011
McKinsey & Company November 2010 - December 2010
Bank of America September 2010 - October 2010
Education
Dartmouth College 2008 — 2012
B.A., Economics Modified with Mathematical Finance; Minor in Spanish
St. Lukes School 2004 — 2008
PNC Financial Services March 1996 - Present
bank of america May 1984 - March 1996
Skills
Small Business Lending, Consumer Lending, Retail Banking, Retail Sales, Retail Marketing, Relationship Management, Building Relationships, Cash Flow Forecasting, Cash Management, Cash Handling Experience, Branch Banking, Branch Management, Risk Management, Loans, Banking, Credit, Management, Customer Service
Education
Davenport University
Grand Rapids Community College
West Catholic
HCTec Partners October 2014 - Present
Children's Healthcare of Atlanta July 2003 - October 2014
Bank of America March 1999 - November 2002
Kroger September 1990 - March 1999
Skills
Health Information..., CPT, ICD-9, Inpatient, Revenue Cycle, Epic Systems, EMR, EHR, HCPCS, Medical Terminology, Medical Coding, HIPAA, Medical Records, Hospitals, Healthcare Information..., Medical Billing, Meditech, ICD-10
Education
Mercer University 2015 — 2019
Bachelor’s Degree, Health Informatics
Darton College
Health Information/Medical Records Technology/Technician
Georgia Perimeter College
University of North Texas
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - January 2014
Bank of America June 2012 - April 2013
Bank of America June 2011 - June 2012
Bank of America July 2010 - June 2011
Wachovia, A Wells Fargo Company May 2009 - July 2010
Wachovia June 2007 - May 2009
Bank of America May 2006 - May 2007
Bank of America May 2004 - May 2006
Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II
Education
Davidson College
Carlisle & Gallagher Consulting Group, Inc. May 2012 - Present
Andrew Addison, CPA July 2006 - May 2012
Dallas 1 Construction April 2010 - 2012
Bank of America June 2011 - December 2011
Steele Rubber Products October 2007 - April 2011
TransEnterix, Inc. September 2010 - March 2011
Sisters of Mercy, South Central Community October 2009 - February 2010
Baker & Taylor 2006 - 2009
Aker Kvaerner Power, Inc. April 2004 - July 2006
InfoVision January 1999 - April 2004
Skills
Financial Reporting, Financial Modeling, Process Improvement, Hyperion Enterprise, Crystal Reports, SYSPRO ERP, Oracle Discoverer, Data Mining, SQL, Executive Reporting, MBS Great Plains, Oracle E-Business Suite, Yardi Voyager, MAS 90/200, QuickBooks Enterprise, FRx Financial Reporting, MS Access, MS Excel, MS Project, MS Word, MS PowerPoint, Teradata SQL, ERP Implementation, Dashboards, Software Project..., Construction Accounting, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1991
Masters, Accounting
Davidson College 1986 — 1990
BS, Biology
Farmers Insurance August 2011 - Present
Bank of America October 2009 - August 2011
Management Business Solutions August 2009 - October 2009
Douglas J Aveda Institute July 2007 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word
Education
Davenport University 2009 — 2012
MBA, Human Resources Management
Michigan State University 2005 — 2009
BA, Communication
Bank of America June 2011 - Present
Charter One Bank 2006 - 2010
Metrocities Mortgage April 2004 - May 2006
Pinecrest Mortgage December 2002 - February 2004
Infiniti Financial Co January 1998 - January 2002
Skills
Leadership, Customer Retention, Banking, Mortgage Lending, Negotiation, Microsoft Excel, Sales Management, Business Strategy, CRM, Coaching, Credit, Customer Satisfaction, Customer Service, Finance, Investments, Loans, Management, Portfolio Management, PowerPoint, Public Speaking, Retail, Sales, Strategic Planning, System Administration, Team Building, Training, Underwriting, Team Leadership
Education
Davenport University 2005 — 2010
BBA, Business Management
Bank of America August 2010 - Present
Strategic Technology Partners, Inc March 2006 - Present
CSC, inc 2005 - 2006
DaimlerChrysler 2002 - 2004
Education
Davenport University 1997 — 1999
BA, Business Administration; Marketing
Wells Fargo August 2011 - Present
Sumitomo Mitsui Banking Corporation August 2008 - August 2011
Credit Suisse (CSFB) May 2003 - March 2007
Banc of America Leasing November 1996 - May 2003
Bank of America 1989 - 1996
Skills
Project Finance, Debt Structuring, Structuring, Debt, Financial Modelling, Financial Structuring, Asset-backed..., Renewable Energy, Securitization, Tax Equity, Principal Investing, Syndication, New Markets Tax Credits, Tax Credits, Analytics, ABS, Debt Restructuring, Financial Modeling, Syndications, Energy, Asset Based Lending, Structured Finance, Fixed Income, Capital Markets
Education
Davidson College 1985 — 1989
B.S.
Urban Lending Solutions April 2014 - Present
Bank of America February 2013 - April 2014
Credit Acceptance February 2008 - July 2012
Homecomings Financial July 2003 - October 2007
Skills
Credit Analysis, Mortgage Underwriting, Customer Service, Account Reconciliation, Mortgage Banking, Finance, Credit Risk, Credit, Loans, Portfolio Management, Underwriting, Analysis, Banking, Consumer Lending, Financial Analysis, Loan Origination, Management
Education
Davenport University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Davenport University 1998 — 2011
Associate's degree, Business/Commerce, General
BB&T April 2013 - Present
IBM January 2011 - April 2013
Bank of America January 2007 - January 2011
Countrywide Home Loan Inc January 2000 - January 2007
Goldman Sachs June 1996 - September 1996
Skills
SQL, Microsoft SQL Server, SSIS, SSRS, Mortgage Banking, C#
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance, 3.95
University of California, Los Angeles 1985 — 1987
Master's, Chemical Engineering
Dartmouth College 1981 — 1985
B.S, Chemistry
Bank of America July 2012 - Present
Lake Michigan Credit Union November 2010 - June 2012
Lake Michigan Credit Union September 2009 - November 2010
Days Inn & Suites February 2009 - September 2009
Disney's September 2008 - January 2009
Redstone Group May 2008 - August 2008
Skills
Accounts Payable, Account Reconciliation, Accounting, Loans, General Ledger, Customer Service, Mortgage Lending, Credit Unions, Banking, Microsoft Office, Credit, Financial Analysis, Consumer Lending, Cash Management, Sales, Credit Analysis, Finance, Invoicing, Commercial Lending, Financial Reporting
Education
Davenport University 2012 — 2014
Master of Business Administration (MBA), Accounting
Grand Valley State University 2003 — 2009
B.B.A, Finance & Real Estate Economics
Bank of America June 2014 - Present
Bank of America November 2009 - Present
Bank of America November 2013 - June 2014
Starbucks October 2005 - September 2010
Chase 2008 - 2009
Skills
Human Resources, Recruiting, Staffing Coordination, Employee Relations, Job Placements, Job Coaching, Banking, Credit, Retail Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Cash Management, Cross Selling, Small Business Lending, Deposits, Relationship Management, Financial Analysis, Finance
Education
Davenport University 2013 — 2014
Bachelor's degree, Human Resources Management/Personnel Administration, General
Henry Ford Community College
Human Resources, HR
Amra Elle Photography March 2008 - Present
Bank of America February 2006 - June 2009
Liberty Tax Service January 2006 - April 2008
Small-staffed Portrait Studio July 1997 - September 2005
David Roberts Photography June 1996 - August 1996
Olan Mills Portrait Studio September 1994 - March 1995
Skills
Weddings, Time Management, Photography, Marketing, Wedding Photography, Photoshop
Education
Davenport University 2009 — 2011
Computer Networking Technology AAS, Comp Tia A+/Unix/Novell and Microsoft MCSA Specialty
Baker College 2001 — 2003
1st Nursing, then radiology
Macomb Community College 1993 — 1996
Associates, Graphic & Commercial Art & Photography
Professional Notary Services June 2014 - Present
Holistic Health and Healing March 2008 - Present
Bank of America April 2008 - October 2013
Bank of America April 2005 - April 2008
Bank of America December 2003 - April 2005
Fatica Hardware Inc January 1996 - December 2003
Skills
Credit, Loans, Credit Cards, Risk, Cross Selling, Financial Risk, Portfolio Management, Customer Satisfaction, Accounting, Credit Analysis, Management, Consumer Lending, Credit Risk, Banking, Risk Management, Finance
Education
Myers University 1998 — 2003
BSBA Bachelor, Science Business Administration; Management and Marketing specializations
David N. Myers University 1997 — 2003
BSBA, Management and Marketing
Richmond Hts
ICF Interactive April 2012 - Present
Ironworks Consulting June 2011 - March 2012
Ironworks Consulting 2010 - July 2011
VCU Brandcenter 2008 - April 2010
Crispin Porter + Bogusky 2009 - 2009
Bank of America 2007 - 2009
Accenture 2004 - 2007
Concentric Marketing May 2004 - May 2005
Skills
User Experience, Experience Design, Information Architecture, Creative Strategy, Digital Strategy, Heuristic Analysis, Usability Testing, Copywriting, Creative Concept..., Prototyping, User-centered Design, User Interface Design, Usability, Concept Generation, Interaction Design, Human-computer..., Personas, Instructional Design, Data Visualization, Contextual Design, Axure, Contextual Inquiry, Mental Modeling, Prototype, Information Design, Persona, Mobile Applications, CMS, OmniGraffle, Mobile Devices, CSS, Content Strategy, User Research, ActionScript, Heuristic Evaluation, User Scenarios
Education
Virginia Commonwealth University 2008 — 2010
Masters of Science
Davidson College 2000 — 2004
BA, English
Bank of America June 2015 - Present
University of North Carolina at Chapel Hill May 2014 - May 2015
Rinehart Wealth Management August 2013 - April 2014
Rinehart Wealth Management June 2011 - April 2014
Davidson College Office of Admission and Financial Aid August 2007 - June 2011
University of Alabama at Birmingham June 2010 - July 2010
Skills
Research, Editing, Event Planning, Social Media, PowerPoint, Microsoft Excel, Operations Management, Marketing Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
Davidson College 2007 — 2011
Honors in Sociology, Sociology
Institute of Education Sciences in Rome Italy 2009 — 2009
International Politics, Language, Art History
Extended Stay Hotels March 2007 - March 2013
Bank of America May 2006 - March 2007
Keller Williams Integrity Realty March 2004 - May 2006
Comerica Bank November 1997 - May 2004
Skills
Yield Management, Revenue Analysis, Customer Service, Food & Beverage, Lodging, Hotel Management, Hotels, Front Office, Hospitality Industry, Hospitality, Rooms Division, Social Media, Personal Development, Personal Branding, Business Coaching, Employee Training, Time Management, Inspirer, Entrepreneurship, Marketing, Branch Banking, Money Management, Operating Budgets, Leadership, Public Relations, Event Management, Property Management..., Event Planning, Hospitality Management, Management, Budgets, Customer Satisfaction, Forecasting, Sales, Team Building, Recruiting, Coaching, Payroll, CRM, Human Resources, P&L, Strategy, Process Scheduler, Purchasing
Education
Davenport University
Master of Business Administration (MBA), Strategic Management
Davenport University
Bachelor of Business Administration (BBA), Marketing and CIS (minor)
Wake Technical Community College
Certificate of Completion, HRD (Human Resources Development)
Bank of America September 2000 - September 2013
Bank of America Merrill Lynch September 2000 - June 2012
NBD Bank June 1990 - September 2000
Skills
Treasury Management, Commercial Banking, Cash Management, Team Leadership, Volunteering, Community Outreach, Diversity & Inclusion, Sales Management, Relationship Management, Leadership, Treasury Services, Treasury, Banking, Working Capital..., Financial Services
Education
Davenport University
B.B.A., Management
Deloitte June 2015 - Present
Cooper Standard March 2014 - June 2015
Ally Financial Inc. November 2012 - March 2014
Pontiac Public Library June 2013 - December 2013
Flagstar Bank March 2012 - November 2012
Flagstar Bank May 2010 - March 2012
Flagstar Bank November 2008 - May 2010
Bank of America June 2007 - October 2008
LaSalle Bank March 2006 - June 2007
Standard Federal Bank February 2005 - March 2006
Skills
Finance, Accounting, Account Reconciliation, Banking, Analysis, Financial Risk, Financial Analysis, Mortgage Lending, Budgets, Variance Analysis, Financial Reporting, Sales Management, Microsoft Excel, Microsoft Word, Training, Financial Services, Organizational..., Problem Solving, Retail Banking, Reconciliation, Management, Hyperion Reports, Financial Accounting, General Ledger, Customer Relations, Auditing, Tax Preparation, Business Taxes, SOX Compliancy, Coaching Staff, Smartview, Microsoft Office 2007, Lotus Notes, PeopleSoft Financial, Blackline, SAP, Hyperion Enterprise, Team Leadership, Risk Management, Forecasting, Internal Controls, PeopleSoft, Sarbanes-Oxley Act, Business Intelligence, Strategic Financial..., Corporate Finance, Deposits, Hyperion Planning, Hyperion HFM
Education
Walsh College of Accountancy and Business Administration 2012 — 2016
Master of Science (MSF), Finance and Financial Management Services
Davenport University 2006 — 2012
Bachelors of Business Administration, Business Professional Studies
University of Detroit Mercy 2004 — 2006
Bachelors of Business Administration, Finance, General
Lincoln Park High School 2001 — 2004
University of Maryland September 2014 - Present
Holyoke Public Schools June 2015 - August 2015
Young Nonprofit Professionals Network October 2013 - August 2014
Advocates for Children and Youth July 2013 - August 2014
Bank of America July 2011 - July 2013
Bank of America June 2009 - July 2011
Education
Davidson College 2005 — 2009
Bachelor of Arts, Economics
BT Global Services January 2007 - Present
Fortune 500 Leader in Personal Care Products March 2015 - Present
Bank of America December 2013 - March 2015
Bank of America May 2013 - December 2013
BASF August 2010 - May 2013
The Leading Hotels of the World March 2009 - August 2010
The Leading Hotels of the World December 2008 - March 2009
Estee Lauder June 2008 - December 2008
Barr Pharmaceuticals January 2007 - June 2008
UPS July 2005 - December 2006
Skills
PMP, ITIL, PMO, Process Improvement, CRM, Telecommunications, Project Management, Disaster Recovery, SharePoint, Project Planning, Infrastructure, Leadership, Project Delivery, VoIP, Team Building, Change Management, Managed Services, WAN, Risk Management, Strategic Planning, Project Governance, Autodidacticism, Team Leadership, Microsoft Technologies, Unified Communications, Building Relationships, Risk Assessment, Release Management, Coaching, EPM, Crisis Management, Operational Efficiency, Scope Management, Requirements Management, Time Management, Public Speaking, Motivation, Toastmasters, Communication Skills, LAN, Salesforce.com..., High Pressure..., Consultative Approach, Go-getter attitude, Program Facilitation, Budget, Adaptability, Turn-around Situations, Difficult Situations, Difficult Clients
Education
Stevens Institute of Technology 2005 — 2007
Masters in Technology Management
Davenport University 2001 — 2003
BBA
Davenport University 1998 — 2001
ABA
IMG Academy May 2015 - Present
BNY Mellon March 2014 - May 2015
Bank of America November 2012 - March 2014
BB&T November 2011 - October 2012
Town Sports International November 2010 - September 2011
Charles River Aquatics April 2010 - November 2010
Skills
Bilingual, Multi Tasking, Sales Management, Event Management, Event Planning, Marketing Event Planning, Sales, Meet Deadlines, deadline dr, Financial Analysis, Financial Reporting, Community Outreach, Marketing
Education
Northeastern University 2009 — 2011
Master's degree, Sports Leadership
Georgia Southern University - College of Business Administration 2007 — 2009
Bachelor's degree, Accounting and Finance
Darton College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Anthem June 2012 - Present
Amerigroup May 2006 - June 2012
BB&T May 2005 - February 2006
Bank of America March 2000 - May 2005
Skills
Access, Call Centers, Customer Service, Insurance, Medicare, Outlook, Process Improvement, Training
Education
Tidewater Community College 2010 — 2012
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Darton College 1997 — 1999
Maury High Schoool
Farmers Insurance January 2015 - Present
Fifth Third Bank July 2013 - December 2014
Bank of America January 2012 - July 2013
Education
Davenport University 2008 — 2013
Bachelor of Business Administration (BBA), Finance - Financial Planning Specialty
East Kentwod High School 2004 — 2008
LearnServe International August 2014 - Present
Accelerate Change June 2014 - Present
LearnServe International August 2013 - August 2014
Accelerate Change June 2012 - June 2014
Z. Smith Reynolds Foundation July 2010 - June 2012
Naturally Blue PAC November 2011 - May 2012
U.S. Department of Education September 2011 - November 2011
Bank of America June 2008 - August 2008
Bank of America May 2007 - August 2007
Skills
Event Planning, Policy Analysis, Editing, Organizational..., Program Management, Public Policy Research, Blogging, Non-profits, Problem Solving, Nonprofits, Grants, Leadership Development, Policy, Friendly Personality, Public Policy, Public Speaking, Volunteer Management, Training, Community Outreach, Policy Research, Political Campaigns, Grant Writing, Teaching, Fundraising
Education
Davidson College 2006 — 2010
Bachelor's, Sociology; Ethnic Studies Concentration
University of California, Berkeley 2009 — 2009
Junior Summer Institute, Public Policy and International Affairs Fellowship Program (PPIA)
PayPal August 2013 - Present
PayPal August 2010 - August 2013
Bank of America 1996 - 2010
Boatmen's Bancshares 1995 - 1996
Skills
Credit Cards, Debit Cards, Mobile Payments, Electronic Payments, Payments, Internet Banking, Product Management, Strategy, Retail Banking, Business Process..., Business Development, Product Development, Product Marketing, Full P&L Responsibility, Start-ups, Payment Systems, P
Education
Davenport University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Apple May 2015 - Present
PayPal July 2014 - April 2015
eBay Inc July 2012 - July 2014
PayPal November 2010 - July 2012
eBay May 2007 - November 2010
Wells Fargo Bank June 2006 - May 2007
Citigroup September 2002 - June 2006
Navigant Consulting January 2001 - April 2002
Bank of America August 2000 - January 2001
Skills
Program Management, Business Analysis, Vendor Management, MS Project, Product Management, E-commerce, Management, Strategy, Quality Assurance, Business Intelligence, Data Analysis, Risk Management, Testing, SDLC, Leadership, Microsoft Project, Payments, Analytics, Business Process, Agile Methodologies
Education
Stanford University 2010 — 2011
APM Certificate
Project Management Institute 2009 — 2009
PMP Certified
Texas A&M University 2006 — 2008
MBA - Masters
Davenport University 1997 — 2000
BBA
Allied Solutions LLC September 2013 - Present
Bank of America May 2012 - September 2013
Bank of America June 2009 - May 2012
United Auto Credit Corporation November 2006 - March 2009
Skills
Consumer Lending, Credit, Banking, Underwriting, Customer Service, Hiring, Risk Management, Customer Satisfaction, Credit Analysis, Retail Banking, Commercial Banking, Commercial Lending, Branch Management, Loans, Lines Of Credit, Cross Selling, Leadership, Management, Loan Origination, Marketing, Team Building
Education
Davenport University
Ferris State University
ClickFox January 2015 - Present
Vantage Partners July 2013 - January 2015
Bank of America February 2013 - July 2013
Bank of America May 2012 - February 2013
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
Davidson College January 2010 - May 2010
Bank of America June 2009 - August 2009
Running Start June 2008 - August 2008
Skills
Business Strategy, Management Consulting, Project Management, Internal Audit, Research, Financial Modeling, Business Process Design, Statistics, Econometrics, Data Mining, Leadership, Process Improvement, Strategy, Analysis, Management, Change Management, Training
Education
Davidson College
BA, Economics and Political Science
Kent State University, Geneva Semester Abroad
Economics and Political Science
Domtar October 2013 - Present
ARCpoint Labs March 2011 - Present
Honeywell July 2009 - February 2011
Honeywell November 2007 - July 2009
Bank of America July 2006 - July 2007
Schneider National, Inc July 2003 - July 2006
Schneider Logistics 2003 - 2006
Kifaru Development, LLC September 1997 - June 2003
Davenport University September 1997 - May 2002
Signature Sports & Entertainment 1995 - 1997
Skills
Coaching, Leadership Development, Team Building, Strategic Planning, Organizational..., Employee Relations, Performance Management, Change Management, Training, Process Improvement, Leadership, Management, Executive Coaching, Business Strategy, Organizational..., Public Speaking, Talent Management, Team Leadership, Management Consulting, Human Resources, Background Checks, New Business Development, Employee Training, Consulting, Strategy, Personnel Management, Six Sigma, Conflict Resolution, Employee Benefits, Onboarding, Policy, Customer Service, Account Management, Program Management, Operations Management, Recruiting, Social Networking, Sales, Healthcare, Workshop Facilitation, Business Planning, Drug Testing, Analysis, Start-ups, Succession Planning, Budgets, Screening
Education
Davenport University 1999 — 2001
MBA
Western Michigan University 1991 — 1995
BS
Up With People - Cast A 1990/91 1990 — 1991
Interlochen Arts Academy/North Muskegon HS 1984 — 1990
HS
North Muskegon High School
Travelers July 2014 - Present
Farmers Insurance May 2013 - June 2014
Farmers Insurance April 2012 - May 2013
The Hanover Insurance Group May 2011 - April 2012
Bank of America October 2009 - April 2011
Skills
Underwriting, Professional Liability, Customer Service, New Business Development, Cross Selling, Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Risk Management, Legal Liability
Education
Davenport University 2012 — 2016
Grand Valley State University
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank December 2012 - August 2014
Bank of America June 2011 - November 2012
Meritage Funds January 2010 - March 2010
Daniels Fund July 2008 - August 2008
Skills
Microsoft Excel, Spanish, Valuation, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Corporate Finance, Debt, Loans, Capital IQ, Financial Modeling, Finance
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), History
Tuck Business Bridge Program 2010 — 2010
Kent Denver High School 2004 — 2007
Maya Angelou Schools/See Forever Foundation September 2014 - Present
Various Metro Atlanta Counties July 1991 - October 2013
Bank of America July 1986 - November 1987
Skills
Research, Grants, PowerPoint, Team Building, Social Media, Educational Leadership, Grant Writing, Editing, Staff Development, Training, Nonprofits, Adolescents, Public Speaking, Curriculum Development, Community Outreach, Elementary Education, Special Education, Microsoft Excel, Event Planning, Tutoring, Lesson Planning, Leadership Development, Non-profits, Classroom Management, Management, Teaching, Higher Education, Microsoft Word, Microsoft Office, Child Development, Project Management, Leadership, English, Change Management, Conflict Resolution, Customer Service, K-12, E-Learning, Volunteer Management, Teacher Training, Program Development, College Teaching, IEP, Adult Education, Program Evaluation
Education
Darton College 2014 — 2015
Certificate, Addiction Counselor, All ages
Lesley University 2008 — 2011
Master's degree, M.Ed., Curriculum and Instruction emphasis in Conflict Resolution
Lambuth University 1989 — 1991
Bachelor's degree, Special Education and Teaching, Pre K thru 12th grade
The Orchard August 2015 - Present
ActionX (acquired by Xaxis) April 2014 - August 2015
Bank of America February 2013 - April 2014
AIESEC United States September 2012 - December 2012
AIESEC January 2012 - December 2012
Bank of America June 2012 - August 2012
Westfield Group/Westfield Insurance May 2011 - August 2011
Skills
Java, Python, HTML, JavaScript, CSS, PHP, Agile Methodologies, MySQL, SQL, jQuery, Web Development, Django, Eclipse, MongoDB, Programming, Web Applications, Java Enterprise Edition, Leadership, Software Engineering, Nginx, JBPM, JUnit, Amazon Web Services..., Amazon S3, Amazon EC2, Amazon RDS, Heroku, Amazon Redshift, Amazon Route53, Amazon EMR, Amazon OpsWorks, aerospike
Education
Cornell University 2010 — 2012
BS, Information Science: Information Systems and Biological Science: Computational Biology
Dartmouth College 2009 — 2010
Trinity College-Hartford 2008 — 2009
Tenafly High School 2005 — 2008
River City Equipment Sales Inc April 2013 - Present
Bank of America November 2011 - January 2013
5/3 Bank August 2009 - November 2011
Quality Mobile Oil Change June 2006 - December 2009
Good GMC Isuzu September 2006 - August 2009
Chase Manhattan Corporation November 2005 - July 2006
LaSalle Bank 2001 - 2005
Old Kent Bank June 1997 - September 2001
Skills
Banking, Commercial Banking, Loans, Small Business Lending, Treasury Management, Cross Selling, Sales, Commercial Lending, Business Development, Portfolio Management, Cash Management, Business Analysis, Loan Origination, Relationship Management, Credit, Finance, CRM, Mortgage Banking, Banking Relationships, Mortgage Lending, Management, Consumer Lending, Customer Service, Sales Management, Small Business, Heavy Equipment, Logistics, Transportation, Underwriting, ACH, Sales Process, Treasury Services, Building Relationships, Customer Satisfaction, Cold Calling, Customer Retention, Sales Presentations, Quote Preparation, Financial Services, Merchant Services, Credit Analysis, Sales Operations, Retail Banking, Trucking, Account Management
Education
Davenport University 1997 — 2001
The Chicago Corporation February 2010 - Present
Brown Gibbons Lang & Company 2007 - 2008
Banc of America Securities 2004 - 2007
Banc of America Securities 1998 - 2004
Bank of America 1998 - 1998
Bank of America 1994 - 1998
Continental Illinois Bank 1979 - 1994
Price Waterhouse 1977 - 1979
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Accounting & Finance
Dartmouth College 1971 — 1975
A.B. cum laude, Government, w/distinction
U.S. Department of Justice July 2013 - May 2015
Brad Anderson for Iowa Secretary of State August 2014 - November 2014
Bank of America June 2012 - February 2013
Skills
Editing, Research, Stata, Community Outreach, Fundraising, Leadership, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Davidson College 2008 — 2012
BA, Political Science, Cum Laude
Bolles School 1995 — 2008
UBS September 2014 - Present
Greenhill & Co. July 2013 - August 2014
Bank of America June 2012 - August 2012
The Tucker Foundation at Dartmouth College March 2011 - June 2012
Bank of America January 2012 - March 2012
Dartmouth College Rockefeller Center for Public Policy and Social Sciences September 2010 - March 2011
Erday & Company Wealth Management Advisors July 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Research, Stata, Spanish, Fundraising, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Social Media, Non-profits, Market Research, Event Management
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
Sterling Capital Management, LLC July 2014 - Present
Thompson, Siegel & Walmsley 2004 - June 2014
Shockoe Capital, LLC 2001 - 2004
Wells Fargo Securities 1995 - 2001
Bank of America 1988 - 1993
Skills
Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Equities, Capital Raising, Alpha Generation, Client Presentation, Product Development, Team Leadership, Turnaround Experience, Competitive Analysis, Mutual Funds
Education
Duke University, The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Davidson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Phillips Andover 1982 — 1984
Bank of America November 2009 - Present
Skills
CSS, PHP, AJAX, Process Management, JavaScript, Team Leadership, Information Architecture, User Experience, Web Project Management, Process Improvement, E-commerce, Web Development, Mobile, Content Management, Banking, HTML, User Interface Design, Web Content Management, Web Applications, Customer Relations, Ruby
Education
Davidson College 1993 — 1997
Bank of America Managing Director, Institutional Equity SalesBanc of America Securities2005 - Present
Education
Dartmouth College 1989 — 1993
Bank of America October 1995 - October 2008
Bank of America 1995 - 2008
Skills
First Time Home Buyers, Short Sales, Foreclosures, REO, Investment Properties, Real Estate, Condos, Sellers, Relocation, Single Family Homes, Investors, Listings, Buyer Representation, New Home Sales, Buyers, FHA, Customer Service, Property Management, Contract Negotiation, Property, Residential Homes, Real Property, Real Estate Transactions
Education
Davenport University 2003 — 2007
BA, Business Administration
Gateway Mortgage Group, LLC January 2015 - Present
SVS Group October 2014 - January 2015
Wingspan Portfolio Advisors May 2012 - September 2014
Bank of America September 2004 - April 2012
WR Starkey Mortgage December 2003 - September 2004
Access Mortgage and Financial September 2003 - December 2003
ATI Title July 2002 - September 2003
Countrywide Home Loans October 2000 - July 2002
B&P Mortgage, Inc. September 1998 - October 2000
Davenport College AACE 1995 - 1998
Skills
Mortgage Lending, Credit Analysis, Finance, Banking, Refinance, Loans, Credit, Commercial Lending, Underwriting, Financial Analysis, Leadership, Analysis, Project Management, Six Sigma, Process Improvement, Mortgage Banking, Business Analysis, Loan Origination, Customer Service, Microsoft Office, SharePoint, Microsoft Excel
Education
Davenport University 1995 — 2000
BAS, Business Management
Kenowa Hills High School
Connecthub June 2012 - Present
Independent Consultant May 2013 - March 2015
Bank of America March 2007 - May 2012
Bank of America, Enterprise Creative Solutions March 2007 - May 2012
Brandywine Conservancy 2005 - 2009
Apelles Designs March 2001 - March 2007
Sapient May 1998 - March 2001
Skills
Integrated Marketing, Advertising, Direct Mail, Creative Direction, Creative Strategy, Art, Copywriting, Brand Development, Social Media, Graphic Design, InDesign, Photography, Art Direction, Adobe Creative Suite, Mac, Corporate Branding, Email Marketing, Digital Media, Branding & Identity, Social Media Marketing, Marketing, Digital Strategy, Multimedia
Education
Dartmouth College 1997 — 1998
BA, Liberal Arts
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), Studio Art
Bank of America August 2009 - April 2011
Office Depot, Inc. January 2008 - February 2010
Office Depot December 1991 - December 2007
Skills
DB2, Data Warehousing, Disaster Recovery, Microsoft SQL Server, SQL, Servers, IBM iSeries, OS/400, ETL, AIX, SDLC, Visio
Education
Davenport University 1978 — 1980
Business Administration, Computer Programming
Dell July 2014 - Present
Dell May 2010 - July 2014
Dell Financial Services April 2010 - May 2010
Dell August 2006 - April 2010
Bank of America 2000 - 2006
Wachovia Bank 1997 - 2000
Skills
Business Intelligence, Data Analysis, Business Objects, Analytics, Data Warehousing, Business Analysis, Databases, SAS, Analysis, SQL, Access, CRM, ETL
Education
Davidson College 1991 — 1995
Bachelor's degree, History
Bank of America December 2013 - Present
McGuireWoods July 2011 - November 2013
Winston & Strawn LLP August 2010 - July 2011
Moore & Van Allen August 2004 - June 2010
McDonald, McKenzie, Rubin, Miller and Lybrand, LLP December 2003 - March 2004
US Securities and Exchange Commission - Division of Enforcement May 2003 - July 2003
Delphi Corporation (Paris, France) July 2002 - December 2002
Wachovia Bank, National Association May 2001 - March 2002
Skills
Banking, Corporate Law, Due Diligence, Finance, Mergers
Education
University of South Carolina - Darla Moore School of Business 2000 — 2004
International MBA, French Track
University of South Carolina School of Law 2000 — 2004
Doctor of Law (J.D.)
ESCP-EAP European School of Management 2002 — 2002
French Business/Language Program
Davidson College 1996 — 2000
Bachelor of Arts, Economics and French (double major)
MarkMaster, Inc January 1976 - Present
Bank of America 1976 - Present
Merchandise Partners 2007 - 2014
Skills
Strategic Planning, New Business Development, Management, Six Sigma, Business Strategy, Sales, Marketing Strategy, Project Management, Leadership, Budgets, Account Management, Process Improvement, Product Development, Contract Negotiation, Sales Management, Customer Service, Negotiation, Marketing
Education
University of Tampa 1981 — 1985
Dartmouth College
Dartmouth College
Dartmouth College
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
All Seasons of Birmingham March 2015 - Present
Montgomery Hill Realty November 1995 - Present
Village Green September 2010 - March 2015
Bank of America June 2009 - September 2010
Woodward Place of Birmingham September 2006 - June 2009
Phoenix home building January 2004 - September 2006
Singh Development LLC April 1998 - December 2005
Skills
Condos, Property Management, Selling, Investment Properties, Real Estate, Residential Homes, Customer-focused Service, Marketing, Sales, Construction, Property, Apartments, Sellers, Rentals, Leases, Mortgage Lending, Negotiation, Relocation
Education
Davenport University 1991 — 1993
Health Administration
Henry Ford Community College
Google July 2010 - Present
MIT June 2010 - July 2010
Barclays Capital June 2008 - August 2008
Bank of America January 2008 - February 2008
Analytics Operations Engineering June 2007 - August 2007
Skills
Statistics, Operations Research, Data Mining, Data Analysis, Mathematics, Data Modeling, Probability, Mathematical Modeling, Quantitative Analytics, Algorithms, Data Visualization, Machine Learning, Matlab, Analytics, Statistical Modeling, R, Programming, Analysis, Time Series Analysis, Monte Carlo Simulation, Predictive Analytics, Predictive Modeling, Quantitative Finance, VBA, LaTeX, Applied Mathematics, Logistic Regression
Education
Massachusetts Institute of Technology 2005 — 2010
Ph.D, Operations Research
Dartmouth College 2001 — 2005
AB, Math, Music
Bank of America May 2006 - Present
VanDyk Mortgage February 2006 - May 2006
Mortgage Pros, Inc. January 2004 - February 2006
Countrywide Home Loans January 1998 - January 2004
Education
Davenport University 1989 — 2000
Business
Bank of America May 1991 - July 2008
Education
Davenport University 1989 — 1991
BA, Business Administration
Bank of America Financial Analyst IVNational City BankAugust 1990 - October 2005
Education
Davenport University 2001 — 2005
Bachelor's Degree, Accounting
Slater Technology Fund 2002 - Present
Sachem Ventures LLC 1998 - 2001
M2S July 1998 - December 1999
Johnston Associates 1986 - 1998
SEQ LTD January 1992 - December 1997
Immunicon Corporation July 1989 - June 1991
Bank of America 1980 - 1986
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1979 — 1980
Master of Business Administration (M.B.A.)
Dartmouth College 1973 — 1976
Bachelor's Degree
Aquicore October 2014 - Present
Codesters January 2014 - Present
FundWell March 2013 - July 2015
reSET, the Social Enterprise Trust May 2014 - September 2014
HelloWallet (acquired by Morningstar in May 2014) 2008 - May 2014
HelloWallet August 2009 - March 2013
Full Circle Fund 2005 - 2008
Sports4Kids/Playworks 2006 - 2007
Presidio Financial Partners 2005 - 2006
Bank of America January 1996 - January 2003
Skills
Business Planning, Start-ups, Financial Analysis, Financial Modeling, Strategy, Project Management, Investment Banking, Equity Research, Product Marketing, Recruiting, Online Marketing, Product Management, Employee Benefits, Financial Services, Marketing Strategy, Research, Mergers, Strategic Financial..., Small Business, Equities, Marketing, Investments, Policy, Finance, Management Consulting, Enterprise Software, Entrepreneurship, Cloud Computing, Analytics, Business Strategy, Management, Venture Capital, Mobile Applications, Corporate Development, SaaS, Leadership, Product Development, Strategic Planning, Business Development, Financial Markets, Strategic Partnerships, Credit, Corporate Governance, Strategic Communications, Program Management, New Business Development, Process Improvement, E-commerce, Private Equity, Mergers & Acquisitions
Education
Dartmouth College 1980 — 1984
BA, Government and French
Loomis Chaffee 1975 — 1979
State Farm June 2013 - Present
Bank of America May 2011 - May 2013
Humana Specialty Benefits May 2007 - May 2011
Skills
Health Insurance, Insurance, Provider Relations, HMO, Network Development, Claim, Employee Benefits, Customer Service, Managed Care, Underwriting, Process Improvement, CRM, Management, Public Speaking, Leadership, Training, Team Building, Microsoft Office, Marketing, Sales, Event Planning, Strategic Planning
Education
Davenport University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Davenport University 2004 — 2007
A.B.A., Administrative Office Technology - Executive Office Specialty 2007
Davenport University-Eastern Region 2004 — 2007
Bachelor of Business Administration, Administrative Management
Macys September 2008 - November 2011
Fashion Bug April 2004 - September 2008
Bank of America 1996 - 2004
Bank of America 1996 - 2004
Skills
Management, Customer Service, Employee Relations, Sales, Leadership, Time Management, Performance Management, Retail, Training, Recruiting, Retail Banking, Hiring, Strategic Planning, Merchandising, Employee Training, Public Speaking, Sales Management, Team Building, Microsoft Office
Education
Kelloggsville High Schoool 1977 — 1980
General
Davenport University
Business Administration and Management, General
Grand Rapids Opportunities for Women January 2013 - Present
West Michigan Hispanic Chamber of Commerce January 2008 - Present
Grand Rapids Area Chamber of Commerce June 2007 - Present
Chemical Bank September 2002 - Present
Kenowa Hills Education Foundation July 2007 - December 2014
National Organization of Black Law Enforcement Executives (NOBLE) June 2012 - June 2014
Walker Chamber of Commerce January 2011 - 2013
Leadership Holland 2006 - 2007
Holland Chamber of Commerce 2002 - 2007
Bank of America 2000 - 2002
Skills
Customer Service, Public Speaking, Fundraising, Marketing, Event Planning, Strategic Planning, Coaching, Team Building, Non-profits, Loans, Microsoft Office, Event Management, Banking, Sales, Budgets, Sales Management, New Business Development, Social Media Marketing, Mortgage Lending, Leadership Development, Credit, Management, Marketing Strategy, Commercial Banking, Risk Management, Negotiation, Microsoft Word, Public Relations, Leadership, Project Management, Recruiting, Process Improvement, Time Management, Financial Analysis, Credit Analysis, Relationship Management, Account Management, Finance, Marketing Communications, Social Networking, Microsoft Excel, Social Media, Nonprofits, Small Business, Employee Training, Business Development, Customer Satisfaction, Strategy, Analysis, Team Leadership
Education
Davenport University
Grand Rapids Community College
West Catholic
Bank of America April 2015 - Present
Bank of America October 2013 - March 2015
Bank of America June 2011 - September 2013
Bank of America November 2009 - June 2011
Bank of America August 2007 - November 2009
Okuma America Corporation February 2007 - August 2007
Lend Lease August 2002 - September 2006
INVISTA October 2000 - August 2002
Skills
Financial Modeling, Financial Analysis, Banking, Financial Reporting, Forecasting, Hyperion Enterprise, Risk Management, Essbase, Cash Management, Strategic Financial..., Process Improvement, Managerial Finance, US GAAP, Consolidation, Fixed Assets, Analytics, Financial Statements, SAP, Auditing, Account Reconciliation, Variance Analysis, Cash Flow, Sarbanes-Oxley Act, Project Portfolio...
Education
Strayer University 2004 — 2005
MBA, Business Administration and Management, General, 3.8
Davenport University 1996 — 2000
BBA, Accounting, 3.5
Bank of America Customer Service RepBank of AmericaNovember 2006 - October 2007
Citizens Bank July 2005 - April 2006
Education
Dartmouth College 2001 — 2005
Bachelors, Native American Studies
CommunityOne Bank 2015 - Present
First Federal 2010 - 2014
Glandon Capital Group, LLC 2009 - 2010
United Partners Bank / Pacific Coast Bankers' Bank 2007 - 2009
The Bankers Bank 2006 - 2007
Bank of America 2000 - 2006
BB&T 1994 - 2000
Skills
Credit Analysis, Loan Origination, Commercial Lending, Banking, Loans, Portfolio Management, Commercial Banking, Credit, Risk Management, Underwriting, Small Business Lending, Financial Analysis, Financial Reporting
Education
Davidson College
State of Michigan Department of Treasury January 2013 - Present
State of Michigan Department of Treasury November 2011 - December 2012
Century 21 Looking Glass December 2008 - September 2012
State of Michigan Department of Human Services June 2010 - November 2011
Bank of America August 1989 - October 2008
Education
Michigan State University 2009 — 2011
Masters Degree Program, Educational Technology
Northwood University 1997 — 1999
Bachelor Degree, Business Administration
Lansing Community College 1988 — 1997
Associate Degree, Banking Management
Davenport University 1988 — 1988
Certificate, Medical Office
AlliedBarton Security Services September 2011 - Present
Davenport University April 2008 - March 2012
Bank of America June 2002 - June 2008
Skills
Security, Customer Service, Leadership, Physical Security, Training, Team Leadership, Security Management, Management, Risk Assessment, Team Building, Network Security, Information Security, CPR/First Aid/AED..., Budgets, Job Scheduling, Security Audits, Risk Management, Policy, Supervisory Skills, Access Control, Corporate Security, Intrusion Detection, Security Operations, Security+, Security Training, Crisis Management, Investigation, Surveillance, Emergency Management, Microsoft Office, Firearms, Personal Protection, Microsoft Excel, Workplace Violence, Protection, Security Awareness
Education
Davenport University-Eastern Region 2008 — 2012
Public Safety and Security Management
Bank of America July 2014 - Present
Fifth Third Bank August 1998 - July 2014
Skills
Small Business Lending, Commercial Lending, Loans, Loan Origination, Asset Based Lending, Relationship Management, Cash Management, Credit Cards, Commercial Banking, Series 6, Underwriting, Portfolio Management, Consumer Lending, Residential Mortgages, Deposits, Credit Risk, Construction Loans, Treasury Services, FHA, Series 63, Merchant Services, SBA, Lines Of Credit, Mortgage Banking, Investments, Wealth Management, Treasury Management, Retail Banking, Commercial Mortgages, Private Banking, Financial Analysis, Mortgage Lending, Refinance, Loss Mitigation, Branch Banking, Banking, Credit Analysis, Credit, Real Estate, Finance, Branch Management, Cross Selling, Financial Services, Retirement Planning, Home Equity Loans, Series 7, Risk Management, Home Equity Lines of..., Strategic Financial..., Mutual Funds
Education
Davenport University 1992 — 1995
Bachelor's degree, Accounting
Grand Valley State University 1989 — 1991
Bachelor's degree in Accounting, Pre-Medicine/Pre-Medical Studies
Bank of America January 2012 - Present
Bank of America November 2009 - January 2012
Bank of America August 1997 - April 2011
Sanwa Business Credit Corporation 1998 - 2002
Arthur Andersen January 1996 - August 1997
Republic Bancorp Mortgage May 1993 - January 1996
Skills
Disaster Recovery, Data Center, Servers, Enterprise Architecture, Linux, AIX, Networking, Vendor Management, IT Management, SDLC, ITIL, IT Strategy, Visio, Business Analysis, Risk Management, IT Operations
Education
Davenport University 1995 — 1998
Information technology
Eastern Michigan University
Radio and Television
Alaric Compliance Services, LLC April 2011 - Present
Steelbridge Compliance LLC December 2010 - April 2011
Self-employed July 2009 - November 2010
ACA Compliance Group January 2006 - July 2009
Bank of America April 2001 - December 2005
U.S. Securities and Exchange Commission September 2000 - March 2001
Rodney Square Management Corporation August 1996 - April 1999
Aid Association for Lutherans September 1995 - August 1996
United Services Automobile Association April 1994 - September 1995
U.S. Securities and Exchange Commission July 1987 - April 1994
Education
Georgetown University Law Center
LL.M -- Securities Regulation
University of Richmond School of Law 1974 — 1977
JD
Davidson College 1969 — 1973
AB, History
Church Pension Fund 2014 - Present
Ministers and Missionaries Benefit Board of American Baptist Churches 2011 - Present
Gettysburg Seminary Endowment Fund 2009 - Present
Portico Benefit Services (ELCA Board of Pensions) 2007 - 2013
Columbia Management 2000 - 2005
Bank of America 2000 - 2005
JP Morgan Investment Mangement 1977 - 1998
Skills
Asset Managment, Alternative Investments, Investment Management, Valuation, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Investments
Education
Dartmouth College
AB, Economics
University of Chicago
MBA, Finance
Jrenee College August 2014 - Present
Citi October 2012 - January 2014
JPMorgan Chase July 2011 - October 2012
Bank of America February 2010 - July 2011
Countrywide home loans September 2005 - January 2008
Argent Mortgage January 2004 - September 2005
Skills
Credit, Loans, Finance, Mortgage Lending, Underwriting, Analysis, Auditing, Cash Flow, Management, Training, Mortgage Underwriting
Education
Davenport University 1999 — 2003
Bachelors, Business Management
Drawbridge Realty March 2015 - Present
MWest April 2013 - February 2015
Hines June 2011 - April 2013
Bank of America June 2010 - June 2011
CUSHMAN AND WAKEFIELD June 2008 - August 2008
Skills
Investments, People Skills, Financial Modeling, Real Estate, Market Analysis, Contemporary Dance, Financial Analysis, Corporate Finance, Management, Strategy, Culinary Skills, Invertebrate Zoology, Organic Farming, Acquisitions, Commercial Real Estate, Financial Markets, Due Diligence, Commercial Fishing, Financial Accounting, Valuation
Education
Dartmouth College 2005 — 2009
B.A., Economics
Duke University - The Fuqua School of Business 2009 — 2010
MASTERS, MANAGEMENT STUDIES
· Attended Bond University 2008 — 2008
The Lawrenceville School 2001 — 2005
NYU SHACK INSTITUTE OF REAL ESTATE CONTINUING EDUCATION
A PROFESSIONAL CERTIFICATE, REAL ESTATE FINANCE
Bank of America 2001 - 2009
Michigan National Bank August 1992 - April 2001
Education
Davenport University
Bachelor, Management
Deloitte Consulting August 2012 - Present
Davidson College August 2008 - May 2012
Bank of America June 2011 - August 2011
Vanderbilt Accelerator Summer Business June 2010 - July 2010
International Aero Space Insurance May 2009 - August 2009
Cate School Admissions Office June 2007 - August 2007
Skills
Group Presentations, Communications Strategy, Spanish, Accounting, Research, Economics, Leadership, International Relations, Strategy, Risk Management, Statistics, Data Analysis, Non-profits, Marketing, Analysis, Political Science, Strategic Communications
Education
Davidson College 2008 — 2012
of 2012, Bachelor of Arts, Latin American Political Economic Studies; Spanish
Cate School 2004 — 2008
GED, 2008
Redstone International, Inc. January 2015 - Present
Pennsylvania Interscholastic Athletic Association (PIAA) Official July 2013 - Present
Bank of America January 2014 - December 2014
Gator Trading LLC January 2011 - December 2013
Illinois High School Association (IHSA) Official August 2011 - November 2012
Florida High School Athletic Association (FHSAA) Official June 2010 - August 2011
TD Trading LLC June 2008 - December 2010
Deutsche Bank Securities June 2006 - June 2008
Chicago Bulls January 2005 - August 2005
Skills
Financial Modeling, Microsoft Office, Technical Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Due Diligence, New Business Development, Investment Banking, Trading, Analysis, Investments, LBO, Bloomberg, Mergers & Acquisitions, Strategy, Finance
Education
Dartmouth College 2002 — 2006
BA Economics, Minor Math and Social Sciences
Robert Half Finance & Accounting September 2009 - February 2010
Friend Best Friend January 2009 - September 2009
Bank of America January 2008 - December 2008
Budget Accounting June 2007 - December 2007
Aerotech September 2001 - December 2007
Readmore Newscenter September 1989 - September 2001
Education
Davenport University 2007 — 2010
Associate, Accounting Information Management
Bank of America May 2012 - Present
Michigan One Community Credit Union December 2010 - May 2012
Woltco Inc. September 2007 - September 2010
Skills
Customer Service, Microsoft Office, Sales, Customer Satisfaction, Microsoft Excel, Microsoft Word, Inventory Management, Sales Management, Team Building, Retail, PowerPoint, Team Management
Education
Davenport University 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Greenville High School 2003 — 2007
Charter Jet One December 2010 - Present
Fleet Financial Group / Gold Coast Financial November 2006 - January 2011
Bank of America October 2002 - September 2006
Skills
Mutual Funds, Business Development, Business Strategy, Training, Strategic Planning, Entrepreneurship, Investments, Strategy, Retirement Planning, Start-ups, Asset Allocation, Investment Advisory, Series 63, Sales, Mergers & Acquisitions, Aviation, Real Estate, Contract Negotiation, Leadership, Marketing, Strategic Partnerships, Customer Retention, Series 7, Selling, Airlines, Financial Advisory, Marketing Strategy, Negotiation, Finance, Customer Service, Management, Sales Management, Management Consulting, New Business Development, Budgets, Team Building
Education
Dartmouth College
CIT July 2007 - June 2010
CIT January 2005 - June 2007
GE Capital January 2000 - May 2004
Bank of America April 1993 - December 1999
IBM September 1987 - April 1993
Skills
Business Development, Strategic Planning, Business Process..., Team Leadership, Project Management, Six Sigma - Green Belt, Start-ups, Sales Operations, Program Management, New Business Development, Sales, Leadership, Negotiation, Marketing Strategy, Telecommunications, Channel Partners, Salesforce.com
Education
Dartmouth College 1983 — 1987
Bachelor's degree, Sociology and Mathematics
Boston Latin Academy
Bank of America March 2007 - February 2011
Lehman Brothers March 2001 - February 2007
J.P. Morgan July 1998 - February 2001
Education
Dartmouth College 1994 — 1998
AB, History
Hargray Communications 2012 - Present
Connexion Technologies 2007 - 2012
Bank of America September 2000 - 2007
Commonwealth Telephone 2000 - 2000
Education
Harvard University 1983 — 1985
Master of Business Administration (MBA)
Dartmouth College 1977 — 1981
BA, Economics and Government
Air Evac Lifeteam August 2011 - December 2012
Bank of America October 2005 - March 2009
National City Bank March 1998 - October 2005
First of America Bank July 1992 - March 1998
Education
UNC Charlotte 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
Davenport University 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Bank of America May 2011 - Present
Whole Financial Co. May 2007 - July 2011
Chase Bank February 2005 - February 2007
Fifth Third Bank December 2000 - February 2005
Skills
Banking, Loans, Training, Management, Finance, Sales, Team Leadership, Customer Service, Coaching, Underwriting, Mortgage Lending, Credit, Business Development, Relationship Management, Credit Risk, Risk Management
Education
Madonna University 2012 — 2014
MSBA, Leadership Studies
Davenport University 2001 — 2004
MBA, Finance/Global Business, 3.7 GPA
Davenport University 1998 — 2001
BBA, Computer Information Systems
Urban Lending Solutions April 2014 - Present
Bank of America June 2013 - April 2014
Bank of America November 2012 - June 2013
Bank of America March 2012 - November 2012
Periodontal Specialties November 2010 - February 2012
Bank of America January 2008 - November 2008
LaSalle Bank July 2004 - January 2008
Standard Federal Bank October 2002 - June 2004
Getter Group Inc. April 1989 - September 2002
Skills
Six Sigma, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, UAT coordination, Test Planning, Test Cases, System Testing, Regression Testing, User Acceptance Testing, End User Training, Business Case, Business Analysis, Business Requirements, Requirements Gathering, Test Case Generation, Procedure Manuals, End-user manuals, Instructional Manuals, Training Manuals, Presentation Development, Presentations, Written & Oral..., Employee Training, Training Delivery, Instructor-led Training, Hands-on Training, Technical Support, Training Co-ordination, Job Coaching, Coaching, Ad Hoc Reporting, iGrafx, Inventory Management, Recruiting, Performance Analysis
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management and Services
Davenport University-Eastern Region
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Industrial Products January 2015 - Present
BFG Supply Co August 2014 - January 2015
BFG Supply Co October 2013 - August 2014
Huntington National Bank November 2012 - September 2013
Edward Jones June 2012 - September 2012
Edward Jones March 2010 - June 2012
Bank of America June 2008 - February 2010
Skills
Credit, Retail Banking, Banking, Credit Risk, Consumer Lending, Credit Analysis, Loans, Cash Management, Financial Risk, Branch Banking, Account Reconciliation, Finance, Small Business Lending, Deposits
Education
David N. Myers University 2000 — 2008
BSBA, Finance, General
Villa Angela St. Joseph High School 1996 — 2000
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bank of America June 1996 - October 2010
Bank of America 1996 - 2010
Education
David N. Myers University 1981 — 1986
Business / Paralegal Studies
Bank of America January 2008 - Present
Bank of America 2008 - 2013
New Century Mortgage August 2002 - March 2007
Education
David N. Myers University 1989 — 1991
Bachelor of Science (BS), Marketing
Bank of America 2003 - 2014
Skills
Equities, Document Management, Banking, Options, Bloomberg, Capital Markets, Credit, Derivatives, Fixed Income, Hedge Funds, Portfolio Management, Equity Derivatives, Investment Banking, Structured Products
Education
Davenport University 1994 — 1997
Fifth Third Bank July 2013 - January 2015
Fifth Third Bank July 2006 - July 2013
Bank of America September 2003 - July 2006
West Michigan Community Bank April 2001 - September 2003
Fifth Third Bank June 1998 - April 2001
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Sales, Private Banking
Education
Davenport University
Associate's Degree, Business Banking, 3.8
Bank of America Assistant ManagerComerica BankJanuary 2003 - September 2008
Comerica Bank January 2006 - January 2008
Skills
Banking, Retail Banking, Risk Management, Customer Service, Commercial Banking, Leadership, Management, Relationship Management, Cross Selling
Education
Davenport University 2003 — 2006
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Tennessee State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General