Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Kym Motley Kym Motley's Bank of America Experience March 2005 - November 2005
Job Senior Functional Analyst at Razorfish
Industry Internet
Experience
Razorfish May 2014 - Present
Macy's September 2011 - May 2014
ettain group January 2010 - September 2011
Randstad Technologies US June 2007 - August 2009
ettain group/North Highland March 2006 - March 2007
Sapphire Technologies November 2005 - March 2007
Bank of America March 2005 - November 2005
Bank of America March 2001 - March 2005
Skills
SharePoint, Microsoft Office, Visio, Vendor Management, Business Analysis, SDLC, Requirements Gathering, E-commerce, Project Management, Requirements Analysis, Agile Methodologies, Team Leadership, Analytics, Integration, Program Management, Product Management, Strategy, Management, Leadership, Analysis, Email Marketing
Education
Davidson College 1989 — 1993
Bachelor of Arts, English
Davidson College
Bachelor of Arts (B.A.), English Major
Razorfish May 2014 - Present
Macy's September 2011 - May 2014
ettain group January 2010 - September 2011
Randstad Technologies US June 2007 - August 2009
ettain group/North Highland March 2006 - March 2007
Sapphire Technologies November 2005 - March 2007
Bank of America March 2005 - November 2005
Bank of America March 2001 - March 2005
Skills
SharePoint, Microsoft Office, Visio, Vendor Management, Business Analysis, SDLC, Requirements Gathering, E-commerce, Project Management, Requirements Analysis, Agile Methodologies, Team Leadership, Analytics, Integration, Program Management, Product Management, Strategy, Management, Leadership, Analysis, Email Marketing
Education
Davidson College 1989 — 1993
Bachelor of Arts, English
Davidson College
Bachelor of Arts (B.A.), English Major
Amanda T. Britt Amanda T. Britt's Bank of America Experience 2008 - 2010
Job Founder & CEO, Panzanzee
Industry Venture Capital & Private Equity
Experience
Panzanzee 2011 - Present
Vail Resorts 2015 - 2015
Society of St. Vincent de Paul of San Mateo County 2015 - 2015
Bank of America 2008 - 2010
Bank of America September 2007 - December 2008
Bank of America October 2005 - August 2007
Bank of America 2004 - September 2005
Bank of America January 2003 - March 2004
International House of Metrolina 2001 - 2002
United States Senate Committee on Foreign Relations 2000 - 2000
Skills
Entrepreneurship, Strategic Planning, Fundraising, Start-ups, Venture Capital, Non-profits, Strategy, Marketing Strategy, Private Equity, Social Media, Business Strategy, Portfolio Management, Financial Analysis, Strategic Partnerships, Social Enterprise, Due Diligence, Business Development, Leadership Development, Management Consulting, New Business Development, Public Speaking, Business Planning, Small Business, Marketing, Market Research, Nonprofits, Contract Negotiation, Budgets, Leadership, Executive Management, Management, Program Management, Analysis, Social Entrepreneurship
Education
Davidson College 1997 — 2001
Bachelor of Arts, Political Science and Government, French and Music (Voice)
James Kenan High School 1993 — 1997
Kent State University Geneva Study Abroad Program
International Political Economy, International Political Economy; French
Panzanzee 2011 - Present
Vail Resorts 2015 - 2015
Society of St. Vincent de Paul of San Mateo County 2015 - 2015
Bank of America 2008 - 2010
Bank of America September 2007 - December 2008
Bank of America October 2005 - August 2007
Bank of America 2004 - September 2005
Bank of America January 2003 - March 2004
International House of Metrolina 2001 - 2002
United States Senate Committee on Foreign Relations 2000 - 2000
Skills
Entrepreneurship, Strategic Planning, Fundraising, Start-ups, Venture Capital, Non-profits, Strategy, Marketing Strategy, Private Equity, Social Media, Business Strategy, Portfolio Management, Financial Analysis, Strategic Partnerships, Social Enterprise, Due Diligence, Business Development, Leadership Development, Management Consulting, New Business Development, Public Speaking, Business Planning, Small Business, Marketing, Market Research, Nonprofits, Contract Negotiation, Budgets, Leadership, Executive Management, Management, Program Management, Analysis, Social Entrepreneurship
Education
Davidson College 1997 — 2001
Bachelor of Arts, Political Science and Government, French and Music (Voice)
James Kenan High School 1993 — 1997
Kent State University Geneva Study Abroad Program
International Political Economy, International Political Economy; French
Clinton Eubanks, CPA Clinton Eubanks, CPA's Bank of America Experience 2002 - 2009
Job Chief Financial Officer Capital Markets and Treasury at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. May 2009 - Present
Bank of America 2002 - 2009
Arthur Andersen & Co. 1999 - 2002
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Skills
Financial Analysis, Credit, Banking, Risk Management, Credit Risk, Capital Markets, Financial Modeling, Portfolio Management, Financial Risk, Derivatives, Loans, Credit Analysis, Fixed Income, Bloomberg, Corporate Finance, Finance
Education
Davidson College 1990 — 1994
Charlotte Country Day
Charlotte Country Day
Ally Financial Inc. May 2009 - Present
Bank of America 2002 - 2009
Arthur Andersen & Co. 1999 - 2002
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Skills
Financial Analysis, Credit, Banking, Risk Management, Credit Risk, Capital Markets, Financial Modeling, Portfolio Management, Financial Risk, Derivatives, Loans, Credit Analysis, Fixed Income, Bloomberg, Corporate Finance, Finance
Education
Davidson College 1990 — 1994
Charlotte Country Day
Charlotte Country Day
James Cerbie James Cerbie's Bank of America Experience June 2012 - March 2013
Job Sports Performance Coach at Pure Performance Training
Industry Health, Wellness and Fitness
Experience
Pure Performance Training December 2014 - Present
Rebel Performance August 2014 - Present
Indianapolis Fitness and Sports Training May 2014 - August 2014
Cressey Performance January 2014 - May 2014
Architech Sports and Physical Therapy April 2013 - December 2013
Bank of America June 2012 - March 2013
Skills
Certified Strength and..., Level 1 Sports..., Crossfit Level 1, Strength Training, Strength & Conditioning, Core Strength, Powerlifting, Olympic Lifting, Functional Training, Power Development, Speed Training, CrossFit, Jumping, Baseball, Football, Running, Mobility, Flexibility, Sports Biomechanics, Human Anatomy, Exercise Physiology, Nutrition, Leadership Development, Talent Developer, Wellness Coaching, Sports Coaching, Sports Nutrition
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pure Performance Training December 2014 - Present
Rebel Performance August 2014 - Present
Indianapolis Fitness and Sports Training May 2014 - August 2014
Cressey Performance January 2014 - May 2014
Architech Sports and Physical Therapy April 2013 - December 2013
Bank of America June 2012 - March 2013
Skills
Certified Strength and..., Level 1 Sports..., Crossfit Level 1, Strength Training, Strength & Conditioning, Core Strength, Powerlifting, Olympic Lifting, Functional Training, Power Development, Speed Training, CrossFit, Jumping, Baseball, Football, Running, Mobility, Flexibility, Sports Biomechanics, Human Anatomy, Exercise Physiology, Nutrition, Leadership Development, Talent Developer, Wellness Coaching, Sports Coaching, Sports Nutrition
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Duane Gregg Duane Gregg's Bank of America Experience June 2010 - May 2011
Job Finance Manager at Ally Financial Inc. Corporate Financial Planning and Analysis Group
Industry Financial Services
Experience
Ally Financial Inc. March 2014 - Present
Ally Financial Inc. May 2011 - February 2014
Bank of America June 2010 - May 2011
Bank of America June 2008 - May 2011
Bank of America June 2009 - June 2010
Bank of America June 2008 - June 2009
Skills
Risk Management, Forecasting, Leadership, Credit Risk, Banking, Financial Risk, Loans, Investments, Credit, Analysis, Strategy, Finance, Economics
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Davidson College 2004 — 2008
BA, Economics
Ally Financial Inc. March 2014 - Present
Ally Financial Inc. May 2011 - February 2014
Bank of America June 2010 - May 2011
Bank of America June 2008 - May 2011
Bank of America June 2009 - June 2010
Bank of America June 2008 - June 2009
Skills
Risk Management, Forecasting, Leadership, Credit Risk, Banking, Financial Risk, Loans, Investments, Credit, Analysis, Strategy, Finance, Economics
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Davidson College 2004 — 2008
BA, Economics
Gardner Rordam's Bank of America Experience July 2007 - July 2008
Job Senior Strategist at Revenue Analytics, Inc.
Industry Management Consulting
Experience
Revenue Analytics, Inc. July 2013 - Present
Revenue Analytics, Inc. June 2011 - Present
William and Mary Institute of Bill of Rights, State Supreme Court Initiative February 2011 - June 2011
Cameroon Development Fund January 2010 - December 2010
Virginia Municipal League June 2010 - August 2010
Supreme Court of Virginia May 2010 - June 2010
William and Mary Office of Gift Planning October 2009 - June 2010
Virginia Coalition for Open Government May 2009 - August 2009
New Kent County Attorney's Office May 2009 - August 2009
Bank of America July 2007 - July 2008
Skills
Management Consulting, Strategic Planning, Business Strategy, Public Speaking, Business Analysis, Data Analysis, Program Management, Consulting, Business Process, Change Management, Project Management, Analysis, Spanish, Financial Analysis, Policy, Government, Project Planning, Microsoft Excel, Research, Negotiation, Revenue Analysis, Courts
Education
The College of William and Mary - Marshall Wythe Law School 2008 — 2011
JD
Davidson College 2003 — 2007
B.A., Political Science, Spanish
Blacksburg High School 1999 — 2003
Revenue Analytics, Inc. July 2013 - Present
Revenue Analytics, Inc. June 2011 - Present
William and Mary Institute of Bill of Rights, State Supreme Court Initiative February 2011 - June 2011
Cameroon Development Fund January 2010 - December 2010
Virginia Municipal League June 2010 - August 2010
Supreme Court of Virginia May 2010 - June 2010
William and Mary Office of Gift Planning October 2009 - June 2010
Virginia Coalition for Open Government May 2009 - August 2009
New Kent County Attorney's Office May 2009 - August 2009
Bank of America July 2007 - July 2008
Skills
Management Consulting, Strategic Planning, Business Strategy, Public Speaking, Business Analysis, Data Analysis, Program Management, Consulting, Business Process, Change Management, Project Management, Analysis, Spanish, Financial Analysis, Policy, Government, Project Planning, Microsoft Excel, Research, Negotiation, Revenue Analysis, Courts
Education
The College of William and Mary - Marshall Wythe Law School 2008 — 2011
JD
Davidson College 2003 — 2007
B.A., Political Science, Spanish
Blacksburg High School 1999 — 2003
Erica Lewis's Bank of America Experience June 2014 - Present
Job Middle Market Client Manager at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Bank of America June 2011 - June 2013
Skills
Financial Modeling, Financial Analysis, Economics, Microsoft Excel, Corporate Finance, Valuation, Data Analysis, Microsoft Office, PowerPoint, Research, Credit Analysis
Education
Davidson College 2007 — 2011
BA, Economics, Chinese
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Bank of America June 2011 - June 2013
Skills
Financial Modeling, Financial Analysis, Economics, Microsoft Excel, Corporate Finance, Valuation, Data Analysis, Microsoft Office, PowerPoint, Research, Credit Analysis
Education
Davidson College 2007 — 2011
BA, Economics, Chinese
Douglas Fowler Douglas Fowler's Bank of America Experience June 2002 - December 2009
Job COO at The Daniel Group
Industry Market Research
Experience
The Daniel Group June 2014 - Present
Bank of America Merchant Services July 2013 - June 2014
Bank of America Merchant Services August 2012 - July 2013
Bank of America Merchant Services June 2011 - July 2012
Bank of America Merchant Services January 2010 - June 2011
Bank of America June 2002 - December 2009
Skills
Product Management, Business Strategy, Risk Management, Strategy, Credit, New Business Development, Team Building, Team Leadership, Strategic Planning, Market Analysis, Financial Analysis, Budgets, Management, Financial Risk, Sales Management, Change Management, Business Planning, Business Development, Vendor Management, Electronic Payments, Product Marketing, Data Security, Business Intelligence, Business Analysis, Mergers, Analytics, Product Development, Process Improvement, Entrepreneurship, Business Process..., Cross-functional Team..., Start-ups, Payment Systems, Marketing Strategy, Banking, Portfolio Management, Contract Negotiation, Payments, Financial Services, Strategic Partnerships, Account Management, Credit Cards, Management Consulting, E-commerce, Program Management, Payment Industry, Competitive Analysis, Project Management, Negotiation, CRM
Education
Davidson College 1995 — 1999
Bachelor of Arts, Psychology
Davidson College 1995 — 1999
The Daniel Group June 2014 - Present
Bank of America Merchant Services July 2013 - June 2014
Bank of America Merchant Services August 2012 - July 2013
Bank of America Merchant Services June 2011 - July 2012
Bank of America Merchant Services January 2010 - June 2011
Bank of America June 2002 - December 2009
Skills
Product Management, Business Strategy, Risk Management, Strategy, Credit, New Business Development, Team Building, Team Leadership, Strategic Planning, Market Analysis, Financial Analysis, Budgets, Management, Financial Risk, Sales Management, Change Management, Business Planning, Business Development, Vendor Management, Electronic Payments, Product Marketing, Data Security, Business Intelligence, Business Analysis, Mergers, Analytics, Product Development, Process Improvement, Entrepreneurship, Business Process..., Cross-functional Team..., Start-ups, Payment Systems, Marketing Strategy, Banking, Portfolio Management, Contract Negotiation, Payments, Financial Services, Strategic Partnerships, Account Management, Credit Cards, Management Consulting, E-commerce, Program Management, Payment Industry, Competitive Analysis, Project Management, Negotiation, CRM
Education
Davidson College 1995 — 1999
Bachelor of Arts, Psychology
Davidson College 1995 — 1999
Sarah Addison Sarah Addison's Bank of America Experience January 2015 - Present
Job Vice President; Credit Reporting & Allowance Manager at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America October 2012 - January 2015
Bank of America October 2010 - October 2012
Erdman Hockfield and Leone, LLP December 2009 - October 2010
Skills
Banking, Financial Risk, Operational Risk, Analysis, Leadership, Microsoft Office, Public Speaking
Education
Davidson College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Bank of America January 2015 - Present
Bank of America October 2012 - January 2015
Bank of America October 2010 - October 2012
Erdman Hockfield and Leone, LLP December 2009 - October 2010
Skills
Banking, Financial Risk, Operational Risk, Analysis, Leadership, Microsoft Office, Public Speaking
Education
Davidson College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Rachel Besnoff Rachel Besnoff's Bank of America Experience June 2011 - August 2011
Job Transfer Pricing Senior at EY
Industry Financial Services
Experience
EY May 2015 - Present
KPMG US August 2012 - May 2015
Davidson College August 2010 - December 2011
Bank of America June 2011 - August 2011
Pennoni Associates June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Fundraising, Economics, Accounting, Valuation, Capital Markets, Financial Modeling
Education
University of North Carolina at Charlotte 2014 — 2016
Master's Degree, Accounting
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Germantown Friends School 2004 — 2008
EY May 2015 - Present
KPMG US August 2012 - May 2015
Davidson College August 2010 - December 2011
Bank of America June 2011 - August 2011
Pennoni Associates June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Fundraising, Economics, Accounting, Valuation, Capital Markets, Financial Modeling
Education
University of North Carolina at Charlotte 2014 — 2016
Master's Degree, Accounting
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Germantown Friends School 2004 — 2008
Kevin Lontz Kevin Lontz's Bank of America Experience 1989 - 1995
Job Chief Operating & Development Officer at Blinker, Inc.
Industry Financial Services
Experience
Blinker, Inc. March 2015 - Present
The Decatur Group 2011 - Present
Corona Partners, LLC 2009 - Present
Lontz LLC 2009 - Present
Dent Wizard International 2010 - 2011
Dent Wizard International 2006 - 2008
interMark, LLC 2002 - 2005
AmeriPark 2001 - 2002
BuyTrek Inc. 1999 - 2002
Bank of America 1989 - 1995
Skills
Start-ups, Business Planning, Business Strategy, New Business Development, Negotiation, Operations Management, Contract Negotiation, Marketing Strategy, Strategic Planning, Team Building, Mergers, Budgets, Management, Business Development, Management Consulting, Marketing, Sales, Due Diligence, Financial Analysis, Sales Management, Strategy, Executive Management, Mergers & Acquisitions, Leadership, Private Equity
Education
Emory University - Goizueta Business School 1992 — 1994
MBA
Davidson College 1982 — 1986
BSc
CE Jordan Senior High School 1979 — 1982
Blinker, Inc. March 2015 - Present
The Decatur Group 2011 - Present
Corona Partners, LLC 2009 - Present
Lontz LLC 2009 - Present
Dent Wizard International 2010 - 2011
Dent Wizard International 2006 - 2008
interMark, LLC 2002 - 2005
AmeriPark 2001 - 2002
BuyTrek Inc. 1999 - 2002
Bank of America 1989 - 1995
Skills
Start-ups, Business Planning, Business Strategy, New Business Development, Negotiation, Operations Management, Contract Negotiation, Marketing Strategy, Strategic Planning, Team Building, Mergers, Budgets, Management, Business Development, Management Consulting, Marketing, Sales, Due Diligence, Financial Analysis, Sales Management, Strategy, Executive Management, Mergers & Acquisitions, Leadership, Private Equity
Education
Emory University - Goizueta Business School 1992 — 1994
MBA
Davidson College 1982 — 1986
BSc
CE Jordan Senior High School 1979 — 1982
Emma Park's Bank of America Experience June 2012 - August 2012
Job Analyst at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners June 2014 - Present
Davidson College August 2011 - May 2014
Barclays May 2013 - August 2013
Bank of America June 2012 - August 2012
Earth Fare - the healthy supermarket January 2012 - June 2012
Green River Preserve May 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.)
School for International Training 2012 — 2012
International Honors Program
Greensboro Day School 2006 — 2010
BlackArch Partners June 2014 - Present
Davidson College August 2011 - May 2014
Barclays May 2013 - August 2013
Bank of America June 2012 - August 2012
Earth Fare - the healthy supermarket January 2012 - June 2012
Green River Preserve May 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.)
School for International Training 2012 — 2012
International Honors Program
Greensboro Day School 2006 — 2010
Graham Hunter Graham Hunter's Bank of America Experience June 2006 - July 2009
Job Principal at Heritage Group, LLC
Industry Venture Capital & Private Equity
Experience
Heritage Group, LLC August 2012 - Present
Ridgemont Equity Partners July 2009 - July 2012
Bank of America June 2006 - July 2009
Education
Davidson College 2002 — 2006
BA, Economics
Heritage Group, LLC August 2012 - Present
Ridgemont Equity Partners July 2009 - July 2012
Bank of America June 2006 - July 2009
Education
Davidson College 2002 — 2006
BA, Economics
Laura Taft Paulsen Laura Taft Paulsen's Bank of America Experience 1985 - 1989
Job Board Chair at Penland School of Crafts
Industry Financial Services
Experience
Penland School of Crafts 2001 - Present
Wells Fargo Advisors 1990 - 2001
Bank of America 1985 - 1989
Skills
Funding, Strategic Planning, Public Speaking, Writing, Research, Leadership Development, Nonprofits, Fundraising, Real Estate, Community Outreach, Strategic Communications, Program Development, Event Planning, Grant Writing, Strategy, Community Development, Social Media, Grants, Editing
Education
Duke University - The Fuqua School of Business 1992 — 1993
MBA, Business, Finance, Marketing
Davidson College 1981 — 1985
BA, Psychology, Chemistry
Penland School of Crafts 2001 - Present
Wells Fargo Advisors 1990 - 2001
Bank of America 1985 - 1989
Skills
Funding, Strategic Planning, Public Speaking, Writing, Research, Leadership Development, Nonprofits, Fundraising, Real Estate, Community Outreach, Strategic Communications, Program Development, Event Planning, Grant Writing, Strategy, Community Development, Social Media, Grants, Editing
Education
Duke University - The Fuqua School of Business 1992 — 1993
MBA, Business, Finance, Marketing
Davidson College 1981 — 1985
BA, Psychology, Chemistry
Liz Schaper Liz Schaper's Bank of America Experience May 1998 - October 2002
Job Senior Vice President of Business Development at Celtic Bank
Industry Financial Services
Experience
Celtic Bank March 2010 - Present
U.S. Bank March 2008 - April 2010
Ciena Capital fka Business Loan Express (BLX) September 2005 - March 2008
Banco Popular May 2003 - September 2005
Bank of America May 1998 - October 2002
Bank of America 1998 - 2002
Washington & Lee University 1995 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Credit, Corporate Finance, Loan Origination, Financial Structuring, Small Business Lending, Banking, Lines Of Credit, Underwriting, Portfolio Management, Financial Analysis, Investments, Finance, Real Estate Economics, Due Diligence, Real Estate, Commercial Mortgages, Asset Based Lending, SBA, Commercial Real Estate, Commercial Banking, USDA, Refinance, Construction Loans, Sales, Commercial Finance, Real Estate Financing, Direct Sales, Loan Structuring, Strategic Communications, SBA 504, Mortgage Lending, Investment Properties
Education
Davidson College 1991 — 1995
B.A., Psychology
West Texas A&M University 1996 — 1998
MBA, Finance
Simsbury High School 1987 — 1991
Celtic Bank March 2010 - Present
U.S. Bank March 2008 - April 2010
Ciena Capital fka Business Loan Express (BLX) September 2005 - March 2008
Banco Popular May 2003 - September 2005
Bank of America May 1998 - October 2002
Bank of America 1998 - 2002
Washington & Lee University 1995 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Credit, Corporate Finance, Loan Origination, Financial Structuring, Small Business Lending, Banking, Lines Of Credit, Underwriting, Portfolio Management, Financial Analysis, Investments, Finance, Real Estate Economics, Due Diligence, Real Estate, Commercial Mortgages, Asset Based Lending, SBA, Commercial Real Estate, Commercial Banking, USDA, Refinance, Construction Loans, Sales, Commercial Finance, Real Estate Financing, Direct Sales, Loan Structuring, Strategic Communications, SBA 504, Mortgage Lending, Investment Properties
Education
Davidson College 1991 — 1995
B.A., Psychology
West Texas A&M University 1996 — 1998
MBA, Finance
Simsbury High School 1987 — 1991
Brian A Woodward Brian A Woodward's Bank of America Experience April 2015 - Present
Job Vice President Small Business Digital Servicing Consultant at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America September 2010 - April 2015
Bank of America October 2006 - September 2010
TEKsystems August 1999 - September 2006
Skills
Recruiting, Human Resources, Leadership Development, Deferred Compensation, Leadership, Personnel Management, Interviews, Screening, Temporary Placement, Vendor Management, Process Improvement, Customer Service, Banking, Relationship Management, Negotiation, Risk Management, Six Sigma, Business Analysis, Financial Services, Change Management, Retail Banking
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
MBA, Business Management
Davidson College 1993 — 1997
BS, Biology
Bank of America April 2015 - Present
Bank of America September 2010 - April 2015
Bank of America October 2006 - September 2010
TEKsystems August 1999 - September 2006
Skills
Recruiting, Human Resources, Leadership Development, Deferred Compensation, Leadership, Personnel Management, Interviews, Screening, Temporary Placement, Vendor Management, Process Improvement, Customer Service, Banking, Relationship Management, Negotiation, Risk Management, Six Sigma, Business Analysis, Financial Services, Change Management, Retail Banking
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
MBA, Business Management
Davidson College 1993 — 1997
BS, Biology
Michel Lusakueno Michel Lusakueno's Bank of America Experience June 2010 - October 2011
Job Managing Director chez Connect Capital
Industry Financial Services
Experience
Connect Capital October 2011 - Present
Magellan Energy International July 2013 - Present
Connectcongo.com September 2011 - Present
Bank of America June 2010 - October 2011
Kenan-Flagler Business School July 2008 - July 2010
GE Energy May 2009 - August 2009
Bank of America June 2006 - June 2008
Newell Rubbermaid June 2005 - June 2006
Skills
Financial Modeling, Business Strategy, Financial Analysis, Sales Operations, Competitive Analysis, Business Development, Leadership, Mergers, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate and Sustainability
Davidson College 1999 — 2003
B.A.
Ecole Francaise de Kinshasa
Ecole Francaise de Kinshasa
Connect Capital October 2011 - Present
Magellan Energy International July 2013 - Present
Connectcongo.com September 2011 - Present
Bank of America June 2010 - October 2011
Kenan-Flagler Business School July 2008 - July 2010
GE Energy May 2009 - August 2009
Bank of America June 2006 - June 2008
Newell Rubbermaid June 2005 - June 2006
Skills
Financial Modeling, Business Strategy, Financial Analysis, Sales Operations, Competitive Analysis, Business Development, Leadership, Mergers, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate and Sustainability
Davidson College 1999 — 2003
B.A.
Ecole Francaise de Kinshasa
Ecole Francaise de Kinshasa
Leslie McIver, Jr. Leslie McIver, Jr.'s Bank of America Experience January 2000 - December 2006
Job Senior Vice President, Private Banking
Industry Banking
Experience
South State Bank September 2010 - Present
U.S. Trust January 2007 - August 2010
Bank of America January 2000 - December 2006
Bank of America June 1995 - December 1999
Bank of America January 1993 - May 1995
Bank of America July 1991 - December 1992
Bank of America January 1989 - June 1991
Bank of America September 1988 - December 1989
Davidson College July 1986 - August 1988
Skills
Long-term Customer..., Personal Banking, Investments, Home Equity Loans, Specialized Programs, Commercial Lending, Loans, Wealth Management, Portfolio Management, Credit, Private Banking, Financial Services, Commercial Banking, Financial Analysis, Treasury Management, Credit Analysis
Education
Davidson College 1982 — 1986
Bachelor of Arts (BA)
South State Bank September 2010 - Present
U.S. Trust January 2007 - August 2010
Bank of America January 2000 - December 2006
Bank of America June 1995 - December 1999
Bank of America January 1993 - May 1995
Bank of America July 1991 - December 1992
Bank of America January 1989 - June 1991
Bank of America September 1988 - December 1989
Davidson College July 1986 - August 1988
Skills
Long-term Customer..., Personal Banking, Investments, Home Equity Loans, Specialized Programs, Commercial Lending, Loans, Wealth Management, Portfolio Management, Credit, Private Banking, Financial Services, Commercial Banking, Financial Analysis, Treasury Management, Credit Analysis
Education
Davidson College 1982 — 1986
Bachelor of Arts (BA)
Vic Gilchrist Vic Gilchrist's Bank of America Experience January 1999 - April 2014
Job Senior Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank May 2014 - Present
Bank of America January 1999 - April 2014
Bank of America January 1995 - December 1998
Bank of America August 1992 - December 1994
Education
University of Virginia Darden School of Business 1980 — 1982
MBA
Davidson College 1974 — 1978
B.A.
SunTrust Bank May 2014 - Present
Bank of America January 1999 - April 2014
Bank of America January 1995 - December 1998
Bank of America August 1992 - December 1994
Education
University of Virginia Darden School of Business 1980 — 1982
MBA
Davidson College 1974 — 1978
B.A.
Dewey Tran Dewey Tran's Bank of America Experience January 2009 - April 2009
Job Senior Director at MaxPoint
Industry Internet
Experience
MaxPoint October 2014 - Present
MaxPoint April 2010 - Present
H.S. Enterprise Group Inc. aka Cafecinno's January 2013 - Present
Bank of America January 2009 - April 2009
Bank of America January 2007 - December 2008
Wachovia Securities August 2005 - January 2007
Bank of America June 2004 - August 2004
Bandwidth.com March 2001 - June 2003
Bandwidth.com August 1999 - February 2001
JET Programme, Japan June 1997 - July 1999
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Pitch Books, Data Analysis, Analytics, Online Advertising, RTB, Demand Side Platform, Ad Exchanges, Digital Strategy, Display Advertising, Digital Marketing, Digital Media, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Online Media Management, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Microsoft Excel, SQL, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1993 — 1997
Bachelor of Science (B.S.), Biology, General
MaxPoint October 2014 - Present
MaxPoint April 2010 - Present
H.S. Enterprise Group Inc. aka Cafecinno's January 2013 - Present
Bank of America January 2009 - April 2009
Bank of America January 2007 - December 2008
Wachovia Securities August 2005 - January 2007
Bank of America June 2004 - August 2004
Bandwidth.com March 2001 - June 2003
Bandwidth.com August 1999 - February 2001
JET Programme, Japan June 1997 - July 1999
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Pitch Books, Data Analysis, Analytics, Online Advertising, RTB, Demand Side Platform, Ad Exchanges, Digital Strategy, Display Advertising, Digital Marketing, Digital Media, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Online Media Management, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Microsoft Excel, SQL, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1993 — 1997
Bachelor of Science (B.S.), Biology, General
Brendan Watkins Brendan Watkins's Bank of America Experience October 2013 - Present
Job VP, Business Solutions Consultant at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America October 2011 - September 2013
Bank of America June 2009 - October 2011
Bank Of America July 2007 - April 2009
INVISTA 2006 - 2006
SINGLETARY LAW FIRM, PLLC May 2005 - August 2005
Skills
Electronic..., Business Process Design, Project Manager, MS Office Suite, Project Finance, Cross-functional Team..., Meeting Management, Financial Forecasting, Communication Strategy, Operational Risk..., Enterprise Risk..., Electronics, Strategic Communications, Risk Management, Microsoft Office, Product Management, Analysis, Integration, E-commerce, Training, Event Management, Banking, Project Management, Public Speaking, Strategy, Leadership, Research, Management
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Masters of Business Administration (MBA)
Davidson College 2003 — 2007
BA, Political Science
Bank of America October 2013 - Present
Bank of America October 2011 - September 2013
Bank of America June 2009 - October 2011
Bank Of America July 2007 - April 2009
INVISTA 2006 - 2006
SINGLETARY LAW FIRM, PLLC May 2005 - August 2005
Skills
Electronic..., Business Process Design, Project Manager, MS Office Suite, Project Finance, Cross-functional Team..., Meeting Management, Financial Forecasting, Communication Strategy, Operational Risk..., Enterprise Risk..., Electronics, Strategic Communications, Risk Management, Microsoft Office, Product Management, Analysis, Integration, E-commerce, Training, Event Management, Banking, Project Management, Public Speaking, Strategy, Leadership, Research, Management
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Masters of Business Administration (MBA)
Davidson College 2003 — 2007
BA, Political Science
Chad Barnes Chad Barnes's Bank of America Experience May 2010 - August 2013
Job Manager, Fraud Investigation & Dispute Services at EY
Industry Banking
Experience
EY August 2015 - Present
IBM August 2013 - August 2015
Bank of America May 2010 - August 2013
Bank of America June 2009 - May 2010
Skills
Fraud, Risk Management, Analysis, Financial Risk, Microsoft Office, Public Speaking, Credit, Management, Leadership, Banking, Finance, Project Management
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Davidson College
Bachelor of Arts (B.A.), History
EY August 2015 - Present
IBM August 2013 - August 2015
Bank of America May 2010 - August 2013
Bank of America June 2009 - May 2010
Skills
Fraud, Risk Management, Analysis, Financial Risk, Microsoft Office, Public Speaking, Credit, Management, Leadership, Banking, Finance, Project Management
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Davidson College
Bachelor of Arts (B.A.), History
Matthew Pacifici's Bank of America Experience May 2014 - Present
Job Summer Analyst Global Treasury Solutions at Bank of America
Industry Higher Education
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America May 2014 - Present
Davidson College August 2012 - Present
Charlotte Hornets October 2013 - June 2014
First Touch Soccer May 2012 - July 2013
Unlimited Performance Training, Inc. 2012 - 2013
Americh Corporation May 2011 - August 2012
Red Ventures January 2009 - August 2010
Skills
Leadership, Spanish, Treasury Management, Financial Analysis, Economics, Data Analysis, Time Management
Education
Davidson College 2012 — 2015
Economics and Spanish Double Major
University of Virginia Study Abroad - Valencia, Spain 2013 — 2013
Economics
Wake Forest University 2011 — 2012
Business
Bank of America Merrill Lynch May 2015 - Present
Bank of America May 2014 - Present
Davidson College August 2012 - Present
Charlotte Hornets October 2013 - June 2014
First Touch Soccer May 2012 - July 2013
Unlimited Performance Training, Inc. 2012 - 2013
Americh Corporation May 2011 - August 2012
Red Ventures January 2009 - August 2010
Skills
Leadership, Spanish, Treasury Management, Financial Analysis, Economics, Data Analysis, Time Management
Education
Davidson College 2012 — 2015
Economics and Spanish Double Major
University of Virginia Study Abroad - Valencia, Spain 2013 — 2013
Economics
Wake Forest University 2011 — 2012
Business
Carolyn Wedel Carolyn Wedel's Bank of America Experience October 2006 - June 2014
Job VP, Risk Management at CIT
Industry Banking
Experience
CIT June 2014 - Present
Bank of America October 2006 - June 2014
Bank of America October 2003 - October 2006
Skills
Portfolio Management, Credit, Credit Risk, Financial Modeling, Risk Management, Relationship Management, Financial Risk, Strategic Planning, Process Improvement, Analysis
Education
Davidson College 1998 — 2002
Bachelor of Arts (B.A.), Economics
CIT June 2014 - Present
Bank of America October 2006 - June 2014
Bank of America October 2003 - October 2006
Skills
Portfolio Management, Credit, Credit Risk, Financial Modeling, Risk Management, Relationship Management, Financial Risk, Strategic Planning, Process Improvement, Analysis
Education
Davidson College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Peter Kidwell's Bank of America Experience June 2011 - August 2011
Job Broker at Beacon Development Company
Industry Real Estate
Experience
Beacon Development Company July 2012 - Present
Davidson College August 2008 - May 2012
Bank of America June 2011 - August 2011
Tele-Consultants, Inc. May 2009 - January 2011
Skills
Program Management, Commercial Real Estate, Data Analysis, Investments, Economics, Budgets, Analysis, Research, Financial Analysis, Fundraising, Portfolio Management, Financial Modeling, Market Research, Marketing, Management, Commercial Leasing, Lease Negotiations, Leases, Contract Negotiation, Landlords
Education
Davidson College 2008 — 2012
Bachelors, Economics
Beacon Development Company July 2012 - Present
Davidson College August 2008 - May 2012
Bank of America June 2011 - August 2011
Tele-Consultants, Inc. May 2009 - January 2011
Skills
Program Management, Commercial Real Estate, Data Analysis, Investments, Economics, Budgets, Analysis, Research, Financial Analysis, Fundraising, Portfolio Management, Financial Modeling, Market Research, Marketing, Management, Commercial Leasing, Lease Negotiations, Leases, Contract Negotiation, Landlords
Education
Davidson College 2008 — 2012
Bachelors, Economics
Rasheedah Hasan Rasheedah Hasan's Bank of America Experience July 2006 - April 2009
Job Technology Delivery Manager at Signature Consultants
Industry Financial Services
Experience
Raha Gifts and Apparel February 2010 - Present
Signature Consultants November 2011 - November 2014
Sherpa March 2011 - September 2012
Sherpa July 2010 - December 2010
Bank of America July 2006 - April 2009
Bank of America July 2004 - July 2006
TEKsystems July 2003 - May 2004
Independent Consulting October 2002 - July 2003
Seurat Company (formerly Vicious Systems) August 2000 - October 2002
Modis March 2000 - August 2000
Skills
Business Analysis, Process Analysis, Community Organizing, Program Management, Service Delivery, Project Management, Relationship Management, Management, Team Leadership, Event Planning, Business Development, Training, Leadership, Marketing, CRM
Education
Art Institute of Charlotte 2003 — 2007
Marketing and Design
Davidson College 1992 — 1996
Southern New Hampshire University
Master's degree, Psychology
Red Stone Yoga
Certification, Power Vinyasa
Hope College
Internship, Law/Psychology
Raha Gifts and Apparel February 2010 - Present
Signature Consultants November 2011 - November 2014
Sherpa March 2011 - September 2012
Sherpa July 2010 - December 2010
Bank of America July 2006 - April 2009
Bank of America July 2004 - July 2006
TEKsystems July 2003 - May 2004
Independent Consulting October 2002 - July 2003
Seurat Company (formerly Vicious Systems) August 2000 - October 2002
Modis March 2000 - August 2000
Skills
Business Analysis, Process Analysis, Community Organizing, Program Management, Service Delivery, Project Management, Relationship Management, Management, Team Leadership, Event Planning, Business Development, Training, Leadership, Marketing, CRM
Education
Art Institute of Charlotte 2003 — 2007
Marketing and Design
Davidson College 1992 — 1996
Southern New Hampshire University
Master's degree, Psychology
Red Stone Yoga
Certification, Power Vinyasa
Hope College
Internship, Law/Psychology
Patrick Hunt Patrick Hunt's Bank of America Experience May 2013 - May 2014
Job Associate at Bourne Partners
Industry Investment Banking
Experience
Bourne Partners May 2015 - Present
Bourne Partners June 2014 - May 2015
Bank of America May 2013 - May 2014
Bank of America May 2012 - May 2013
Bank of America June 2011 - August 2011
Skills
Economics, Investments, Financial Analysis, Valuation, Financial Modeling, Event Planning
Education
Davidson College
Economics
Bourne Partners May 2015 - Present
Bourne Partners June 2014 - May 2015
Bank of America May 2013 - May 2014
Bank of America May 2012 - May 2013
Bank of America June 2011 - August 2011
Skills
Economics, Investments, Financial Analysis, Valuation, Financial Modeling, Event Planning
Education
Davidson College
Economics
Courtney Reed Courtney Reed's Bank of America Experience May 2013 - July 2013
Job Quality Assurance Analyst
Industry Computer Software
Experience
Epic August 2015 - Present
Bank of America May 2013 - July 2013
Alsco June 2012 - July 2012
Skills
Microsoft Office, SPSS, Qualtrics, Organization Skills, Leadership, Public Speaking, Event Planning, Research, Mac OS, Fundraising, Teamwork, Editing, Nonprofits
Education
Davidson College 2011 — 2015
Bachelor's Degree, Psychology
University of Cape Coast 2014 — 2014
Cultural Anthropology
Rowland Hall St. Mark's School 2008 — 2011
High School
Epic August 2015 - Present
Bank of America May 2013 - July 2013
Alsco June 2012 - July 2012
Skills
Microsoft Office, SPSS, Qualtrics, Organization Skills, Leadership, Public Speaking, Event Planning, Research, Mac OS, Fundraising, Teamwork, Editing, Nonprofits
Education
Davidson College 2011 — 2015
Bachelor's Degree, Psychology
University of Cape Coast 2014 — 2014
Cultural Anthropology
Rowland Hall St. Mark's School 2008 — 2011
High School
Wil Brawley Wil Brawley's Bank of America Experience August 1996 - February 2000
Job Member of The Schedulefly Crew
Industry Information Services
Experience
Schedulefly October 2008 - Present
First Research March 2000 - June 2008
Bank of America August 1996 - February 2000
Education
Woodberry Forest School 1989 — 1992
Davidson College
Schedulefly October 2008 - Present
First Research March 2000 - June 2008
Bank of America August 1996 - February 2000
Education
Woodberry Forest School 1989 — 1992
Davidson College
Bob Howard Bob Howard's Bank of America Experience June 1968 - May 1999
Job President at Greenville Tech Foundation
Industry Nonprofit Organization Management
Experience
Greenville Tech Foundation January 2008 - Present
Greenville Symphony Orchestra May 1999 - January 2008
Bank of America June 1968 - May 1999
Skills
Credit Analysis, Management, Public Speaking, Training, Grant Writing, Fundraising, Editing, Entrepreneurship, Loans, Non-profits, Nonprofits, Social Media Marketing, Program Development, Leadership Development, Budgets, Community Outreach, Team Building, Higher Education, Media Relations, Public Relations, Event Planning, Marketing Strategy, Sales Management, Marketing, Advertising, Volunteer Management, Strategic Planning, Customer Service, Microsoft Office, Program Management, Project Management, Sales, Marketing Communications, Social Networking, Leadership, Contract Negotiation, Coaching, Organizational..., Private Banking, Small Business, Business Strategy, Business Development, Real Estate, Microsoft Excel, Staff Development, Social Media, Community Development, Event Management, Research, New Business Development
Education
Davidson College 1965 — 1968
BA, Sociology
Furman/Clemson MBA Program
Master of Business Administration (MBA), Business/Commerce, General
Greenville Tech Foundation January 2008 - Present
Greenville Symphony Orchestra May 1999 - January 2008
Bank of America June 1968 - May 1999
Skills
Credit Analysis, Management, Public Speaking, Training, Grant Writing, Fundraising, Editing, Entrepreneurship, Loans, Non-profits, Nonprofits, Social Media Marketing, Program Development, Leadership Development, Budgets, Community Outreach, Team Building, Higher Education, Media Relations, Public Relations, Event Planning, Marketing Strategy, Sales Management, Marketing, Advertising, Volunteer Management, Strategic Planning, Customer Service, Microsoft Office, Program Management, Project Management, Sales, Marketing Communications, Social Networking, Leadership, Contract Negotiation, Coaching, Organizational..., Private Banking, Small Business, Business Strategy, Business Development, Real Estate, Microsoft Excel, Staff Development, Social Media, Community Development, Event Management, Research, New Business Development
Education
Davidson College 1965 — 1968
BA, Sociology
Furman/Clemson MBA Program
Master of Business Administration (MBA), Business/Commerce, General
Ron Horton Ron Horton's Bank of America Experience October 2010 - Present
Job Business Support Executive
Industry Banking
Experience
Bank of America October 2010 - Present
Bank of America May 2006 - October 2010
Bank of America April 2003 - May 2006
BCE Emergis May 2001 - April 2003
Bank of America February 1999 - May 2001
Parks and Company April 1998 - February 1999
Wachovia Corporation May 1994 - April 1998
Skills
Program Management, Risk Management, Project Management, Six Sigma, Management, Team Leadership, Leadership, Project Planning, Strategy, Budgets, Training, Outsourcing, Vendor Management, Project Portfolio..., Business Process..., Banking, Process Improvement, CRM, PMO, Human Resources
Education
Davidson College 1990 — 1994
BS, History
Bank of America October 2010 - Present
Bank of America May 2006 - October 2010
Bank of America April 2003 - May 2006
BCE Emergis May 2001 - April 2003
Bank of America February 1999 - May 2001
Parks and Company April 1998 - February 1999
Wachovia Corporation May 1994 - April 1998
Skills
Program Management, Risk Management, Project Management, Six Sigma, Management, Team Leadership, Leadership, Project Planning, Strategy, Budgets, Training, Outsourcing, Vendor Management, Project Portfolio..., Business Process..., Banking, Process Improvement, CRM, PMO, Human Resources
Education
Davidson College 1990 — 1994
BS, History
Lentz Ivey Lentz Ivey's Bank of America Experience August 1984 - January 1993
Job President, Fortune Personnel Consultants
Industry Staffing and Recruiting
Experience
FPC of Columbia, SC October 1996 - Present
Aetna US Healthcare February 1993 - October 1996
Bank of America August 1984 - January 1993
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Manufacturing, Process Improvement, Quality Assurance, Recruiting, Operations Management, Human Resources, Executive Search, Cross-functional Team..., Purchasing, Supply Chain Management, Operational Excellence, Technical Recruiting, Manufacturing..., Team Building, Kaizen, Talent Acquisition, Strategy, Leadership, Aerospace, Management, Change Management, Supply Chain, Strategic Sourcing
Education
Davidson College 1980 — 1984
BA, Political Science
FPC of Columbia, SC October 1996 - Present
Aetna US Healthcare February 1993 - October 1996
Bank of America August 1984 - January 1993
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Manufacturing, Process Improvement, Quality Assurance, Recruiting, Operations Management, Human Resources, Executive Search, Cross-functional Team..., Purchasing, Supply Chain Management, Operational Excellence, Technical Recruiting, Manufacturing..., Team Building, Kaizen, Talent Acquisition, Strategy, Leadership, Aerospace, Management, Change Management, Supply Chain, Strategic Sourcing
Education
Davidson College 1980 — 1984
BA, Political Science
Ashton Colaianni's Bank of America Experience May 2013 - Present
Job Associate, Corporate Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America May 2013 - Present
Bank of America June 2011 - May 2013
Skills
Financial Risk, Risk Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Analysis, Financial Modeling, Analysis, Banking, Data Analysis, Valuation
Education
Davidson College 2007 — 2011
BS, Psychology
Bank of America Merrill Lynch July 2015 - Present
Bank of America May 2013 - Present
Bank of America June 2011 - May 2013
Skills
Financial Risk, Risk Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Analysis, Financial Modeling, Analysis, Banking, Data Analysis, Valuation
Education
Davidson College 2007 — 2011
BS, Psychology
Bart Creasman Bart Creasman's Bank of America Experience January 2008 - May 2008
Job Co Founder at 80Fresh
Industry Consumer Goods
Experience
80Fresh January 2015 - Present
Baltz Fine Writing Instruments October 2011 - December 2014
Mergent Inc September 2008 - October 2011
Bank of America January 2008 - May 2008
Studer Services October 2006 - December 2007
Wilmington Hammerheads March 2005 - August 2006
Davidson Wealth Management September 2005 - February 2006
Skills
Financial Modeling, Business Strategy, Entrepreneurship, Social Media, Start-ups, Business Development, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Leadership, Social Media Marketing, Management
Education
Davidson College 2001 — 2004
B.A, Economics, Spanish
80Fresh January 2015 - Present
Baltz Fine Writing Instruments October 2011 - December 2014
Mergent Inc September 2008 - October 2011
Bank of America January 2008 - May 2008
Studer Services October 2006 - December 2007
Wilmington Hammerheads March 2005 - August 2006
Davidson Wealth Management September 2005 - February 2006
Skills
Financial Modeling, Business Strategy, Entrepreneurship, Social Media, Start-ups, Business Development, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Leadership, Social Media Marketing, Management
Education
Davidson College 2001 — 2004
B.A, Economics, Spanish
Alicia M. Frank Alicia M. Frank's Bank of America Experience May 2010 - August 2010
Job Associate in Global Corporate Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch July 2013 - January 2015
Bank of America Merrill Lynch June 2011 - June 2013
Davidson Farmer's Market January 2010 - May 2011
Davidson College January 2010 - January 2011
Bank of America May 2010 - August 2010
LPL Financial October 2008 - January 2010
Davidson College June 2009 - August 2009
Commercial Defeasance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Statistics, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Economics, Research, Strategy, Bloomberg, Public Speaking, Stata, Spanish, ArcGIS, CPTexcel, MLxport, PARS, Everest, Navigator, Regulatory Capital, PitchBook
Education
Davidson College 2007 — 2011
Bachelors of Arts, cum laude, Economics Major, Concentration in International Studies, 3.64
Walt Whitman High School 2003 — 2007
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch January 2015 - July 2015
Bank of America Merrill Lynch July 2013 - January 2015
Bank of America Merrill Lynch June 2011 - June 2013
Davidson Farmer's Market January 2010 - May 2011
Davidson College January 2010 - January 2011
Bank of America May 2010 - August 2010
LPL Financial October 2008 - January 2010
Davidson College June 2009 - August 2009
Commercial Defeasance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Statistics, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Economics, Research, Strategy, Bloomberg, Public Speaking, Stata, Spanish, ArcGIS, CPTexcel, MLxport, PARS, Everest, Navigator, Regulatory Capital, PitchBook
Education
Davidson College 2007 — 2011
Bachelors of Arts, cum laude, Economics Major, Concentration in International Studies, 3.64
Walt Whitman High School 2003 — 2007
Clem Butler Clem Butler's Bank of America Experience June 2011 - August 2011
Job Sales Developer at McMasterCarr
Industry Management Consulting
Experience
McMaster-Carr August 2012 - Present
Davidson College August 2008 - May 2012
Phi Delta Theta January 2011 - December 2011
Bank of America June 2011 - August 2011
StudentCity October 2009 - July 2011
Skills
Sports, Public Relations, Economics, Research, Event Management, Strategy, Microsoft Word, Sales, Financial Modeling, Microsoft Excel, PowerPoint, Time Management, Teamwork, Event Planning, Public Speaking
Education
Davidson College 2008 — 2012
BA, Economics
Harrells Christian Academy 1995 — 2008
HS Diploma
McMaster-Carr August 2012 - Present
Davidson College August 2008 - May 2012
Phi Delta Theta January 2011 - December 2011
Bank of America June 2011 - August 2011
StudentCity October 2009 - July 2011
Skills
Sports, Public Relations, Economics, Research, Event Management, Strategy, Microsoft Word, Sales, Financial Modeling, Microsoft Excel, PowerPoint, Time Management, Teamwork, Event Planning, Public Speaking
Education
Davidson College 2008 — 2012
BA, Economics
Harrells Christian Academy 1995 — 2008
HS Diploma
Jaclyn Miles Jaclyn Miles's Bank of America Experience January 2012 - Present
Job Vice President; Program Manager at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Bank of America November 2005 - December 2011
Bank of America April 2003 - November 2005
Skills
Program, Project &..., Strategic Development, Associate Readiness, Financial Management, Risk Management, Process Improvement, Six Sigma Black Belt, Program Management, Banking, Business Analysis, Change Management, Leadership, Six Sigma
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Davidson College 1998 — 2002
Bachelor of Science (B.S.), Psychology
Bank of America January 2012 - Present
Bank of America November 2005 - December 2011
Bank of America April 2003 - November 2005
Skills
Program, Project &..., Strategic Development, Associate Readiness, Financial Management, Risk Management, Process Improvement, Six Sigma Black Belt, Program Management, Banking, Business Analysis, Change Management, Leadership, Six Sigma
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Davidson College 1998 — 2002
Bachelor of Science (B.S.), Psychology
Joseph Schafer's Bank of America Experience June 2012 - August 2012
Job Student SUNY Buffalo Law School
Industry Law Practice
Experience
Bridgehampton Tennis and Surf Club June 2014 - August 2015
Davidson College June 2013 - May 2014
Davidson College Information Technology Services August 2011 - May 2013
Bank of America June 2012 - August 2012
Skills
Leadership, Recruiting, Interviews, Coaching, Microsoft Excel, Research, Public Speaking, Community Outreach, Editing, Fundraising, Teaching, Event Planning, Spanish, Social Media, Critical Thinking, Data Analysis
Education
SUNY Buffalo Law School 2015 — 2018
Doctor of Law (J.D.)
Davidson College 2009 — 2013
Bachelor of Arts (BA), History
Bridgehampton Tennis and Surf Club June 2014 - August 2015
Davidson College June 2013 - May 2014
Davidson College Information Technology Services August 2011 - May 2013
Bank of America June 2012 - August 2012
Skills
Leadership, Recruiting, Interviews, Coaching, Microsoft Excel, Research, Public Speaking, Community Outreach, Editing, Fundraising, Teaching, Event Planning, Spanish, Social Media, Critical Thinking, Data Analysis
Education
SUNY Buffalo Law School 2015 — 2018
Doctor of Law (J.D.)
Davidson College 2009 — 2013
Bachelor of Arts (BA), History
Cameron Griffin Cameron Griffin's Bank of America Experience May 2007 - August 2007
Job Institutional Business Development and Client Relations at Artisan Partners
Industry Investment Management
Experience
Artisan Partners December 2010 - Present
Lender Processing Services, Inc. (LPS) July 2009 - November 2010
Quint Sports Marketing May 2008 - August 2008
Bank of America May 2007 - August 2007
Skills
Marketing, Capital Markets, Finance, Equities, Sales
Education
Davidson College 2005 — 2009
Bachelor of the Arts, Economics
Artisan Partners December 2010 - Present
Lender Processing Services, Inc. (LPS) July 2009 - November 2010
Quint Sports Marketing May 2008 - August 2008
Bank of America May 2007 - August 2007
Skills
Marketing, Capital Markets, Finance, Equities, Sales
Education
Davidson College 2005 — 2009
Bachelor of the Arts, Economics
Blair Bijou Blair Bijou's Bank of America Experience August 2011 - Present
Job Bank Of America
Industry Financial Services
Experience
Bank Of America August 2011 - Present
Bank of America July 2009 - August 2011
Bank of America June 2008 - August 2008
New York Football Giants April 2003 - July 2007
Skills
Financial Modeling, Strategic Planning, Program Management, Financial Services, Sponsorship, Marketing, Mergers, Sales, Strategy, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
Davidson College 1998 — 2002
BS, Psychology
Greenwich Academy
Taft
Bank Of America August 2011 - Present
Bank of America July 2009 - August 2011
Bank of America June 2008 - August 2008
New York Football Giants April 2003 - July 2007
Skills
Financial Modeling, Strategic Planning, Program Management, Financial Services, Sponsorship, Marketing, Mergers, Sales, Strategy, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
Davidson College 1998 — 2002
BS, Psychology
Greenwich Academy
Taft
Thomas Cook, CFA Thomas Cook, CFA's Bank of America Experience December 2006 - June 2007
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2014 - Present
Schwab Private Client Investment Advisory January 2014 - June 2014
The Newport Group June 2011 - January 2014
The Newport Group February 2010 - June 2011
The Newport Group December 2007 - February 2010
Florida Municipal Power Agency July 2007 - December 2007
Bank of America December 2006 - June 2007
Education
Indiana University - Kelley School of Business 2008 — 2009
MS, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Davidson College 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
East Grand Rapids High School 1998 — 2002
The Newport Group June 2014 - Present
Schwab Private Client Investment Advisory January 2014 - June 2014
The Newport Group June 2011 - January 2014
The Newport Group February 2010 - June 2011
The Newport Group December 2007 - February 2010
Florida Municipal Power Agency July 2007 - December 2007
Bank of America December 2006 - June 2007
Education
Indiana University - Kelley School of Business 2008 — 2009
MS, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Davidson College 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
East Grand Rapids High School 1998 — 2002
Caroline Sharp Caroline Sharp's Bank of America Experience September 2003 - Present
Job SVP, Marketing Manager at Bank of America
Industry Banking
Experience
Bank of America September 2003 - Present
Skills
Marketing, Public Relations, Strategic Planning, Management
Education
Davidson College 1993 — 1997
Bachelor Degree
Davidson College 1993 — 1997
Bachelor of Science
Bank of America September 2003 - Present
Skills
Marketing, Public Relations, Strategic Planning, Management
Education
Davidson College 1993 — 1997
Bachelor Degree
Davidson College 1993 — 1997
Bachelor of Science
Julian Love Julian Love's Bank of America Experience November 1966 - December 2005
Job Entrepreneur & Visionary
Industry Computer Software
Experience
Bank of America November 1966 - December 2005
United States Navy October 1962 - September 1966
Education
University of Virginia Darden School of Business 1960 — 1962
MBA
Davidson College 1956 — 1960
AB
Deerfield Academy 1952 — 1956
Bank of America November 1966 - December 2005
United States Navy October 1962 - September 1966
Education
University of Virginia Darden School of Business 1960 — 1962
MBA
Davidson College 1956 — 1960
AB
Deerfield Academy 1952 — 1956
Aaron Moody's Bank of America Experience June 2008 - June 2010
Job Corporate and Securities Associate at Bass, Berry & Sims
Industry Law Practice
Experience
Bass, Berry & Sims September 2013 - Present
University of Kentucky College of Law May 2010 - May 2013
Bass, Berry and Sims June 2012 - August 2012
Bank of America June 2008 - June 2010
Skills
Mergers & Acquisitions, Finance, Legal Writing, Corporate Law, Product Development, Spanish, Public Speaking, Westlaw, Equities, Leadership, Business
Education
Davidson College 2004 — 2008
Bachelor of Arts (B.A.), History, Economics
Bass, Berry & Sims September 2013 - Present
University of Kentucky College of Law May 2010 - May 2013
Bass, Berry and Sims June 2012 - August 2012
Bank of America June 2008 - June 2010
Skills
Mergers & Acquisitions, Finance, Legal Writing, Corporate Law, Product Development, Spanish, Public Speaking, Westlaw, Equities, Leadership, Business
Education
Davidson College 2004 — 2008
Bachelor of Arts (B.A.), History, Economics
Kate Sprinkle's Bank of America Experience June 1997 - May 1998
Job Family Manager
Industry Individual & Family Services
Experience
Green Rice January 2007 - December 2007
Norman Technologies May 1998 - October 2002
Bank of America June 1997 - May 1998
Skills
Event Planning, Public Relations, Marketing, Strategic Planning, Newsletters
Education
Davidson College 1992 — 1996
History, (European & American History, Art History)
Green Rice January 2007 - December 2007
Norman Technologies May 1998 - October 2002
Bank of America June 1997 - May 1998
Skills
Event Planning, Public Relations, Marketing, Strategic Planning, Newsletters
Education
Davidson College 1992 — 1996
History, (European & American History, Art History)
Brooks Englehardt's Bank of America Experience September 2004 - July 2010
Job Investment Management Executive
Industry Financial Services
Experience
USAA Investments March 2013 - Present
USAA November 2009 - Present
Bank of America September 2004 - July 2010
Education
Davidson College 1982 — 1986
Economics
USAA Investments March 2013 - Present
USAA November 2009 - Present
Bank of America September 2004 - July 2010
Education
Davidson College 1982 — 1986
Economics
David Tinkler's Bank of America Experience July 2007 - Present
Job Assistant General Counsel at Bank of America
Industry Banking
Experience
Bank of America July 2007 - Present
Wachovia Corporation 1999 - 2007
BarclaysAmerican Corporation 1987 - 1993
Skills
Due Diligence, Securities, Corporate Governance, Corporate Law, Mortgage Lending, Mergers & Acquisitions, Securities Regulation, Negotiation, Mergers, Loans, Risk Management
Education
University of North Carolina School of Law 1978 — 1982
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
MBA/JD
Davidson College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Bank of America July 2007 - Present
Wachovia Corporation 1999 - 2007
BarclaysAmerican Corporation 1987 - 1993
Skills
Due Diligence, Securities, Corporate Governance, Corporate Law, Mortgage Lending, Mergers & Acquisitions, Securities Regulation, Negotiation, Mergers, Loans, Risk Management
Education
University of North Carolina School of Law 1978 — 1982
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
MBA/JD
Davidson College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Kym Motley's Bank of America Experience 2004 - 2005
Job Project Manager/Business Analyst at Sapphire Technologies
Industry Internet
Experience
Sapphire Technologies ConsultantNorth Highland2006 - 2007
Bank of America 2004 - 2005
Education
Davidson College 1989 — 1993
Sapphire Technologies ConsultantNorth Highland2006 - 2007
Bank of America 2004 - 2005
Education
Davidson College 1989 — 1993
Sabrina Austin's Bank of America Experience January 2008 - February 2009
Job Vice President, Global Sourcing Manager, IT Services at CitiBank, New York
Industry Banking
Experience
Citibank April 2010 - Present
Bank of America January 2008 - February 2009
Wachovia Bank March 2007 - December 2007
Wachovia 2005 - 2007
Duke Energy 1992 - 2003
Skills
Project Management, Management Consulting, Outsourcing, Procurement, Supply Chain Management, Operations Management, Vendor Management, Global Sourcing, Sourcing, Leadership, Process Improvement, Strategic Sourcing, Business Process..., Strategic Planning, Cross-functional Team..., Strategy
Education
Davidson College 1988 — 1992
London School of Economics and Political Science 1991 — 1991
semester abroad, Business
Citibank April 2010 - Present
Bank of America January 2008 - February 2009
Wachovia Bank March 2007 - December 2007
Wachovia 2005 - 2007
Duke Energy 1992 - 2003
Skills
Project Management, Management Consulting, Outsourcing, Procurement, Supply Chain Management, Operations Management, Vendor Management, Global Sourcing, Sourcing, Leadership, Process Improvement, Strategic Sourcing, Business Process..., Strategic Planning, Cross-functional Team..., Strategy
Education
Davidson College 1988 — 1992
London School of Economics and Political Science 1991 — 1991
semester abroad, Business
Christina Auer Corrao's Bank of America Experience October 2007 - June 2009
Job Compensation Director at Ally Financial Inc.
Industry Human Resources
Experience
Ally Financial Inc. August 2014 - Present
Ally Financial Inc. February 2013 - August 2014
Ally Financial Inc. February 2011 - February 2013
Ally Financial Inc. June 2009 - February 2011
Bank of America October 2007 - June 2009
Bank of America June 2006 - October 2007
Bank of America August 2005 - June 2006
Cadwalader, Wickersham & Taft LLP June 2004 - August 2005
Skills
Onboarding, Talent Acquisition, Talent Management, Succession Planning, Recruiting, Human Resources, Employee Relations, Change Management, Process Improvement, Strategy
Education
Queens University of Charlotte 2014 — 2016
Master's Degree, Organization Development
Davidson College 2000 — 2004
Bachelor of Science (BS), Psychology
Columbus Academy
Ally Financial Inc. August 2014 - Present
Ally Financial Inc. February 2013 - August 2014
Ally Financial Inc. February 2011 - February 2013
Ally Financial Inc. June 2009 - February 2011
Bank of America October 2007 - June 2009
Bank of America June 2006 - October 2007
Bank of America August 2005 - June 2006
Cadwalader, Wickersham & Taft LLP June 2004 - August 2005
Skills
Onboarding, Talent Acquisition, Talent Management, Succession Planning, Recruiting, Human Resources, Employee Relations, Change Management, Process Improvement, Strategy
Education
Queens University of Charlotte 2014 — 2016
Master's Degree, Organization Development
Davidson College 2000 — 2004
Bachelor of Science (BS), Psychology
Columbus Academy
Bradley Batten's Bank of America Experience June 2008 - July 2011
Job Partner at Zwick Partners LP
Industry Financial Services
Experience
Zwick Partners LP April 2014 - Present
Bank of America Merrill Lynch July 2011 - April 2014
Bank of America June 2008 - July 2011
Education
Davidson College 2005 — 2009
History Major, Economics Minor
Zwick Partners LP April 2014 - Present
Bank of America Merrill Lynch July 2011 - April 2014
Bank of America June 2008 - July 2011
Education
Davidson College 2005 — 2009
History Major, Economics Minor
Rasheedah Hasan's Bank of America Experience Core responsibilities include maintaining executive relationships and ensuring technology delivery for Global Consumer Small Business Risk & Compliance and Enterprise Operational Risk multi-million dollar portfolios, analyzing opportunities for improvement, recommending potential solutions and remaining accountability for final delivery in a matrix environment within scope and budget. Additional responsibilities include managing a utility of shared analyst and testing resources to support Traded Products, GCIB Compliance and adhoc initiatives, identifying potential funding needs and partnering in annual planning sessions to document and secure support for future initiatives. Received a Spirit Medallion for receiving continuous positive feedback via emails, spirit cards and spirit points from business partners and management. Completed Green Belt training with certification project.Technology Delivery ManagerSignature ConsultantsNovember 2011 - Present
Job Technology Delivery Manager at Signature Consultants
Industry Financial Services
Experience
Bank of America Core responsibilities include maintaining executive relationships and ensuring technology delivery for Global Consumer Small Business Risk & Compliance and Enterprise Operational Risk multi-million dollar portfolios, analyzing opportunities for improvement, recommending potential solutions and remaining accountability for final delivery in a matrix environment within scope and budget. Additional responsibilities include managing a utility of shared analyst and testing resources to support Traded Products, GCIB Compliance and adhoc initiatives, identifying potential funding needs and partnering in annual planning sessions to document and secure support for future initiatives. Received a Spirit Medallion for receiving continuous positive feedback via emails, spirit cards and spirit points from business partners and management. Completed Green Belt training with certification project.Technology Delivery ManagerSignature ConsultantsNovember 2011 - Present
Sherpa March 2011 - September 2012
Sherpa July 2010 - December 2010
Skills
Event Planning, Banking, Customer Service, Risk Management, Leadership, Management, Credit, Microsoft Excel, Project Management, Program Management, Microsoft Office, Change Management, Team Building, Coaching, Strategic Planning, Outlook, PowerPoint, PMO
Education
Southern New Hampshire University 2014 — 2016
Master's degree, Psychology
Davidson College 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Bank of America Core responsibilities include maintaining executive relationships and ensuring technology delivery for Global Consumer Small Business Risk & Compliance and Enterprise Operational Risk multi-million dollar portfolios, analyzing opportunities for improvement, recommending potential solutions and remaining accountability for final delivery in a matrix environment within scope and budget. Additional responsibilities include managing a utility of shared analyst and testing resources to support Traded Products, GCIB Compliance and adhoc initiatives, identifying potential funding needs and partnering in annual planning sessions to document and secure support for future initiatives. Received a Spirit Medallion for receiving continuous positive feedback via emails, spirit cards and spirit points from business partners and management. Completed Green Belt training with certification project.Technology Delivery ManagerSignature ConsultantsNovember 2011 - Present
Sherpa March 2011 - September 2012
Sherpa July 2010 - December 2010
Skills
Event Planning, Banking, Customer Service, Risk Management, Leadership, Management, Credit, Microsoft Excel, Project Management, Program Management, Microsoft Office, Change Management, Team Building, Coaching, Strategic Planning, Outlook, PowerPoint, PMO
Education
Southern New Hampshire University 2014 — 2016
Master's degree, Psychology
Davidson College 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Ricky Childers's Bank of America Experience May 2006 - December 2007
Job Rufaro Technology, LLC/Project Manager at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Service Delivery ManagerRufaro Technology, LLC2007 - Present
Bank of America May 2006 - December 2007
Education
Davidson College 2002 — 2006
Wachovia Securities Service Delivery ManagerRufaro Technology, LLC2007 - Present
Bank of America May 2006 - December 2007
Education
Davidson College 2002 — 2006
Amanda T. Britt's Bank of America Experience January 2009 - Present
Job SVP; Transactions Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Bank of America August 2007 - November 2008
Bank of America October 2005 - August 2007
Bank of America June 2004 - September 2005
Education
Davidson College 1997 — 2001
B.A., Political Science, French
Bank of America January 2009 - Present
Bank of America August 2007 - November 2008
Bank of America October 2005 - August 2007
Bank of America June 2004 - September 2005
Education
Davidson College 1997 — 2001
B.A., Political Science, French
Ashley Willard's Bank of America Experience January 2005 - Present
Job Account Manager at Bank of America
Industry Banking
Experience
Bank of America January 2005 - Present
Education
Davidson College 1997 — 2001
Bank of America January 2005 - Present
Education
Davidson College 1997 — 2001
Brad Boland's Bank of America Experience February 2000 - March 2002
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Lauren Dennis's Bank of America Experience 2003 - 2007
Job Sr. Director at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health August 2013 - Present
The Chartis Group 2011 - 2013
Deloitte Consulting 2009 - 2011
Bank of America 2003 - 2007
AEON Corporation 2005 - 2006
Education
Davidson College
Bachelor of Science, Psychology, English
University of North Carolina at Chapel Hill
Master of Healthcare Administration
Evolent Health August 2013 - Present
The Chartis Group 2011 - 2013
Deloitte Consulting 2009 - 2011
Bank of America 2003 - 2007
AEON Corporation 2005 - 2006
Education
Davidson College
Bachelor of Science, Psychology, English
University of North Carolina at Chapel Hill
Master of Healthcare Administration
Bryant, Meghan's Bank of America Experience October 2010 - Present
Job Product Consultant at Bank of America
Industry Market Research
Experience
Bank of America October 2010 - Present
William A Hough High School August 2010 - Present
Banc of America Securities May 2008 - January 2010
Bank of America October 2007 - April 2008
Bank of America August 2006 - September 2007
Meghan Bryant February 2005 - August 2006
Education
Davidson College 2000 — 2004
BS, Biology
Bank of America October 2010 - Present
William A Hough High School August 2010 - Present
Banc of America Securities May 2008 - January 2010
Bank of America October 2007 - April 2008
Bank of America August 2006 - September 2007
Meghan Bryant February 2005 - August 2006
Education
Davidson College 2000 — 2004
BS, Biology
Charles Hart's Bank of America Experience June 2009 - August 2009
Job Equity Capital Markets
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2015
Bank of America June 2009 - August 2009
State Board of Administration of Florida May 2005 - July 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis, PowerPoint, Public Speaking, Portfolio Management, Research, Valuation, Investments, Finance, Asset Managment, Strategic Planning, Corporate Finance, Credit, Credit Analysis, Budgets, Equities, Derivatives
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance, Security Analysis, Competitive Strategy, 3.8
Davidson College 2000 — 2004
BA, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2015
Bank of America June 2009 - August 2009
State Board of Administration of Florida May 2005 - July 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis, PowerPoint, Public Speaking, Portfolio Management, Research, Valuation, Investments, Finance, Asset Managment, Strategic Planning, Corporate Finance, Credit, Credit Analysis, Budgets, Equities, Derivatives
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance, Security Analysis, Competitive Strategy, 3.8
Davidson College 2000 — 2004
BA, Economics
Craig Carlson's Bank of America Experience June 2010 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America June 2008 - June 2010
Skills
Financial Modeling, Data Analysis, Financial Analysis, SAS, Risk Management, Microsoft Excel, Business Analysis, Microsoft Office, SQL, PowerPoint, Credit Risk, Quantitative Analytics, Portfolio Management, Basel II, SAS programming
Education
Davidson College 2004 — 2008
BS, Mathematics, Economics
University College London, U. of London 2006 — 2006
Mathematics, Economics
Bank of America June 2010 - Present
Bank of America June 2008 - June 2010
Skills
Financial Modeling, Data Analysis, Financial Analysis, SAS, Risk Management, Microsoft Excel, Business Analysis, Microsoft Office, SQL, PowerPoint, Credit Risk, Quantitative Analytics, Portfolio Management, Basel II, SAS programming
Education
Davidson College 2004 — 2008
BS, Mathematics, Economics
University College London, U. of London 2006 — 2006
Mathematics, Economics
Allison Matlack's Bank of America Experience August 2014 - Present
Job VP, Senior Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Bank of America August 2011 - July 2014
Bank of America July 2009 - 2011
Bank of America June 2005 - June 2009
Davidson College 2003 - 2005
Skills
Process Improvement, Portfolio Management, Risk Management, Relationship Management, Mergers, Business Analysis, Project Management, MS Project, MS programs, Program Management, Business Requirements, Business Case..., Leadership, Cross-functional Team...
Education
Davidson College 1999 — 2003
BA, History
Bank of America August 2014 - Present
Bank of America August 2011 - July 2014
Bank of America July 2009 - 2011
Bank of America June 2005 - June 2009
Davidson College 2003 - 2005
Skills
Process Improvement, Portfolio Management, Risk Management, Relationship Management, Mergers, Business Analysis, Project Management, MS Project, MS programs, Program Management, Business Requirements, Business Case..., Leadership, Cross-functional Team...
Education
Davidson College 1999 — 2003
BA, History
Aj Ferguson's Bank of America Experience May 2010 - Present
Job Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Education
Davidson College 2006 — 2010
Bank of America May 2010 - Present
Education
Davidson College 2006 — 2010
Derrick Thompson's Bank of America Experience July 2009 - June 2012
Job Management Consultant at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group June 2012 - Present
Bank of America July 2009 - June 2012
Bank of America July 2007 - July 2010
Skills
Change Management, Project Portfolio..., Microsoft Office, Analysis, Research, Data Analysis, Public Speaking, Microsoft Excel, Event Planning, Process Improvement, Due Diligence, Workshop Facilitation, PowerPoint, Project Management, Financial Analysis, Leadership, Management Consulting, Program Management, Risk Management, Business Analysis, Business Process..., Business Strategy, Mergers, Visio, PMO, Governance, Requirements Gathering
Education
Davidson College 2003 — 2007
BA, Political Science, Concentration in Education
Carlisle & Gallagher Consulting Group June 2012 - Present
Bank of America July 2009 - June 2012
Bank of America July 2007 - July 2010
Skills
Change Management, Project Portfolio..., Microsoft Office, Analysis, Research, Data Analysis, Public Speaking, Microsoft Excel, Event Planning, Process Improvement, Due Diligence, Workshop Facilitation, PowerPoint, Project Management, Financial Analysis, Leadership, Management Consulting, Program Management, Risk Management, Business Analysis, Business Process..., Business Strategy, Mergers, Visio, PMO, Governance, Requirements Gathering
Education
Davidson College 2003 — 2007
BA, Political Science, Concentration in Education
Hamilton Williams's Bank of America Experience September 2002 - Present
Job SVP, Business Solutions Technology Executive at Bank of America
Industry Financial Services
Experience
Bank of America September 2002 - Present
Cap Gemini Ernst & Young May 2000 - September 2002
Ernst & Young June 1996 - May 2000
Andersen Consulting August 1990 - August 1994
Skills
Banking, Small Business, Credit Cards, IT Outsourcing, Service Delivery, Portfolio Management, Risk, Compliance, Six Sigma, IT Management, IT Strategy, Mergers, Strategic Planning, Outsourcing, Process Improvement, Risk Management, PMO, Vendor Management
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, Finance
Davidson College 1986 — 1990
BA Economics, Economics
Bank of America September 2002 - Present
Cap Gemini Ernst & Young May 2000 - September 2002
Ernst & Young June 1996 - May 2000
Andersen Consulting August 1990 - August 1994
Skills
Banking, Small Business, Credit Cards, IT Outsourcing, Service Delivery, Portfolio Management, Risk, Compliance, Six Sigma, IT Management, IT Strategy, Mergers, Strategic Planning, Outsourcing, Process Improvement, Risk Management, PMO, Vendor Management
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, Finance
Davidson College 1986 — 1990
BA Economics, Economics
Rachel Spensieri's Bank of America Experience 1999 - 2005
Job Freelance Writer, Editor, and Proofreader
Industry Marketing and Advertising
Experience
Freelance January 2015 - Present
Allegory Studios April 2014 - December 2014
Novant Health January 2008 - April 2014
First Research 2005 - 2007
Bank of America 1999 - 2005
Davidson College 1998 - 1999
Skills
Marketing Strategy, Social Media, Training, Marketing Communications, Social Media Marketing, Public Relations, Proofreading, Copywriting, Copy Editing, Marketing Copy, SEO Copywriting, Project Management, Customer Service, Inbound Marketing, Content Marketing, Strategic Planning, Account Management, Marketing, Healthcare, Public Speaking, New Business Development, Advertising, Blogging
Education
Davidson College 1994 — 1998
B.A., History, Southern Studies
Freelance January 2015 - Present
Allegory Studios April 2014 - December 2014
Novant Health January 2008 - April 2014
First Research 2005 - 2007
Bank of America 1999 - 2005
Davidson College 1998 - 1999
Skills
Marketing Strategy, Social Media, Training, Marketing Communications, Social Media Marketing, Public Relations, Proofreading, Copywriting, Copy Editing, Marketing Copy, SEO Copywriting, Project Management, Customer Service, Inbound Marketing, Content Marketing, Strategic Planning, Account Management, Marketing, Healthcare, Public Speaking, New Business Development, Advertising, Blogging
Education
Davidson College 1994 — 1998
B.A., History, Southern Studies
Petri Lindberg's Bank of America Experience June 2009 - August 2009
Job Senior Associate at Ridgemont Equity Partners
Industry Venture Capital & Private Equity
Experience
Ridgemont Equity Partners August 2011 - Present
Bank of America Merrill Lynch May 2010 - August 2011
Davidson College August 2006 - December 2009
Bank of America June 2009 - August 2009
Metso Paper May 2008 - July 2008
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Financial Modeling, Valuation, Strategy, LBO, Spanish, Econometrics, Equity Research, Economics, Stata, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Equities, Data Analysis, Bloomberg, Capital IQ, Venture Capital, Capital Markets
Education
Davidson College 2006 — 2009
Bachelor of Arts, Economics
Ridgemont Equity Partners August 2011 - Present
Bank of America Merrill Lynch May 2010 - August 2011
Davidson College August 2006 - December 2009
Bank of America June 2009 - August 2009
Metso Paper May 2008 - July 2008
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Financial Modeling, Valuation, Strategy, LBO, Spanish, Econometrics, Equity Research, Economics, Stata, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Equities, Data Analysis, Bloomberg, Capital IQ, Venture Capital, Capital Markets
Education
Davidson College 2006 — 2009
Bachelor of Arts, Economics
Holly Shaw's Bank of America Experience 2008 - 2015
Job Principal, The JHS Group
Industry Financial Services
Experience
The JHS Group 2015 - Present
Bank of America 2008 - 2015
Bank of America 2005 - 2008
Bank of America 2001 - 2005
Bank of America 1998 - 2001
Bank of America 1987 - 1997
Skills
Program Management, Six Sigma, Change Management, Business Process..., Cross-functional Team..., Operational Excellence, Operational Risk..., Metrics, Business Transformation, Process Improvement, Project Management, Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Treasury Management, Consumer Lending, Corporate Website..., Training Design,..., Strategy, Leadership, Business Process..., Risk Management, Banking, Financial Services
Education
Davidson College
Bachelor of Science (BS), Mathematics
The JHS Group 2015 - Present
Bank of America 2008 - 2015
Bank of America 2005 - 2008
Bank of America 2001 - 2005
Bank of America 1998 - 2001
Bank of America 1987 - 1997
Skills
Program Management, Six Sigma, Change Management, Business Process..., Cross-functional Team..., Operational Excellence, Operational Risk..., Metrics, Business Transformation, Process Improvement, Project Management, Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Treasury Management, Consumer Lending, Corporate Website..., Training Design,..., Strategy, Leadership, Business Process..., Risk Management, Banking, Financial Services
Education
Davidson College
Bachelor of Science (BS), Mathematics
Henry Lomax's Bank of America Experience 1986 - 1994
Job Managing Director at CBRE
Industry Real Estate
Experience
CBRE 2011 - Present
Crescent Resources 1994 - 2010
Bank of America 1986 - 1994
Ernst & Young 1984 - 1986
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Accounting and Finance
Davidson College 1974 — 1978
BA, Psychology
CBRE 2011 - Present
Crescent Resources 1994 - 2010
Bank of America 1986 - 1994
Ernst & Young 1984 - 1986
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Accounting and Finance
Davidson College 1974 — 1978
BA, Psychology
Minor Hinson's Bank of America Experience 2005 - 2008
Job Senior Managing Director and Chief Investment Officer at Bourne Partners Alternative Assets And Bourne Capital Partners
Industry Investment Management
Experience
Bourne Partners Alternative Assets ("BPAA") and Bourne Partners 2011 - Present
Christofferson Robb & Company January 2008 - December 2011
Bank of America 2005 - 2008
Bank of America 2002 - 2006
The McMillan Group September 1995 - October 1999
Bowles Hollowell Conner & Company September 1992 - September 1995
Skills
Investment Banking, Private Equity, Alternative Investments, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Venture Capital, Investments, Mutual Funds, Strategy, Structured Finance, Financial Services, Corporate Development, Capital, Business Development, Valuation, Due Diligence, Equities, Funding
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Davidson College 1980 — 1984
BA, Economics
Woodberry Forest School
Bourne Partners Alternative Assets ("BPAA") and Bourne Partners 2011 - Present
Christofferson Robb & Company January 2008 - December 2011
Bank of America 2005 - 2008
Bank of America 2002 - 2006
The McMillan Group September 1995 - October 1999
Bowles Hollowell Conner & Company September 1992 - September 1995
Skills
Investment Banking, Private Equity, Alternative Investments, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Venture Capital, Investments, Mutual Funds, Strategy, Structured Finance, Financial Services, Corporate Development, Capital, Business Development, Valuation, Due Diligence, Equities, Funding
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Davidson College 1980 — 1984
BA, Economics
Woodberry Forest School
Aldrich Andrew's Bank of America Experience July 2011 - September 2013
Job FX Senior Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Bank of America July 2011 - September 2013
Bank of America July 2010 - May 2012
Bank of America July 2010 - July 2011
Davidson College August 2006 - May 2010
Stoneacre Partners, LLC May 2009 - August 2009
Community Asphalt Corporation May 2007 - August 2007
Skills
Spanish, PowerPoint, Economics, Excel, Word, Microsoft Office, Data Analysis, Financial Analysis, Forecasting, Access, Financial Reporting, Stata, Outlook, SAS/SQL, Credit Analysis, Credit Risk, Corporate Finance, SAS, Bloomberg, Risk Management, Analysis, Research
Education
Davidson College 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.0
Estudio Sampere 2008 — 2008
Spanish Language and Literature
Wells Fargo October 2013 - Present
Bank of America July 2011 - September 2013
Bank of America July 2010 - May 2012
Bank of America July 2010 - July 2011
Davidson College August 2006 - May 2010
Stoneacre Partners, LLC May 2009 - August 2009
Community Asphalt Corporation May 2007 - August 2007
Skills
Spanish, PowerPoint, Economics, Excel, Word, Microsoft Office, Data Analysis, Financial Analysis, Forecasting, Access, Financial Reporting, Stata, Outlook, SAS/SQL, Credit Analysis, Credit Risk, Corporate Finance, SAS, Bloomberg, Risk Management, Analysis, Research
Education
Davidson College 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.0
Estudio Sampere 2008 — 2008
Spanish Language and Literature
Cameron Griffin's Bank of America Experience May 2007 - August 2007
Job National Sales CRM at Lender Processing Services, Inc. (LPS)
Industry Financial Services
Experience
Lender Processing Services, Inc July 2009 - November 2010
Quint Sports Marketing May 2008 - August 2008
Bank of America May 2007 - August 2007
Education
Davidson College 2005 — 2009
Bachelors, Economics
Lender Processing Services, Inc July 2009 - November 2010
Quint Sports Marketing May 2008 - August 2008
Bank of America May 2007 - August 2007
Education
Davidson College 2005 — 2009
Bachelors, Economics
Nick Hansell's Bank of America Experience October 2006 - December 2008
Job Associate Deloitte Corporate Finance at Deloitte
Industry Investment Banking
Experience
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
Hunter Purdom's Bank of America Experience November 2009 - Present
Job Senior Vice President, Transaction Manager at Bank of America
Industry Banking
Experience
Bank of America November 2009 - Present
Bank of America October 2008 - October 2009
Bank of America January 2008 - October 2008
Bank of America June 2006 - December 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Concentration in Finance and Entrepreneurship
Davidson College
Bachelor of Science, Chemistry
Bank of America November 2009 - Present
Bank of America October 2008 - October 2009
Bank of America January 2008 - October 2008
Bank of America June 2006 - December 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Concentration in Finance and Entrepreneurship
Davidson College
Bachelor of Science, Chemistry
Kathryn Purdom's Bank of America Experience September 2010 - December 2012
Job Senior Counsel & Assistant Corporate Secretary at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company December 2012 - Present
Bank of America September 2010 - December 2012
Wells Fargo & Company January 2009 - August 2010
Wachovia Corporation October 2005 - December 2008
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP September 1999 - October 2005
Skills
Corporate Governance, Due Diligence, Securities Regulation, Corporate Law, Mergers, Mergers & Acquisitions, Securities, Finance
Education
William & Mary Law School 1996 — 1999
J.D., Law
Davidson College 1992 — 1996
BA, English
Norfolk Academy 1980 — 1992
Wells Fargo & Company December 2012 - Present
Bank of America September 2010 - December 2012
Wells Fargo & Company January 2009 - August 2010
Wachovia Corporation October 2005 - December 2008
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP September 1999 - October 2005
Skills
Corporate Governance, Due Diligence, Securities Regulation, Corporate Law, Mergers, Mergers & Acquisitions, Securities, Finance
Education
William & Mary Law School 1996 — 1999
J.D., Law
Davidson College 1992 — 1996
BA, English
Norfolk Academy 1980 — 1992
Amanda Hans's Bank of America Experience May 2002 - September 2004
Job Risk Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2010 - Present
Wells Fargo June 2007 - August 2011
Wachovia, A Wells Fargo Company October 2004 - June 2007
Bank of America May 2002 - September 2004
Bank of America September 2001 - May 2002
Skills
Strategic Planning, Analytics, Cross-functional Team..., Segmentation, Market Research, Data Analysis, SAS, Process Improvement, Business Strategy, Direct Marketing, Program Management, Analysis, Mortgage Lending, Management, Banking, Leadership, Credit, Portfolio Management, Customer Acquisition, Marketing, Six Sigma, Customer Retention, Financial Services
Education
University of North Carolina at Charlotte 2000 — 2002
Master's Degree, Economics (Finance concentration)
Davidson College 1997 — 2000
Bachelor's Degree, Psychology
Wells Fargo August 2010 - Present
Wells Fargo June 2007 - August 2011
Wachovia, A Wells Fargo Company October 2004 - June 2007
Bank of America May 2002 - September 2004
Bank of America September 2001 - May 2002
Skills
Strategic Planning, Analytics, Cross-functional Team..., Segmentation, Market Research, Data Analysis, SAS, Process Improvement, Business Strategy, Direct Marketing, Program Management, Analysis, Mortgage Lending, Management, Banking, Leadership, Credit, Portfolio Management, Customer Acquisition, Marketing, Six Sigma, Customer Retention, Financial Services
Education
University of North Carolina at Charlotte 2000 — 2002
Master's Degree, Economics (Finance concentration)
Davidson College 1997 — 2000
Bachelor's Degree, Psychology
Julia Hueckel's Bank of America Experience July 2015 - Present
Job Assistant General Counsel and Vice President at Bank of America
Industry Law Practice
Experience
Bank of America July 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP July 2013 - Present
Allen & Overy September 2012 - July 2013
US Securities and Exchange Commission January 2012 - May 2012
Allen & Overy May 2011 - August 2011
North Carolina Court of Appeals July 2010 - August 2010
Sołtysiński Kawecki & Szlęzak June 2010 - June 2010
Skills
Legal Writing, Legal Research, Litigation, Corporate Law, Civil Litigation, Westlaw, Commercial Litigation, Securities Regulation, Mediation, Courts, Intellectual Property, Appeals
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD)
Duke University 2003 — 2005
AB, International Comparative Studies, Cum Laude, Departmental Honors
Davidson College 2001 — 2003
Bank of America July 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP July 2013 - Present
Allen & Overy September 2012 - July 2013
US Securities and Exchange Commission January 2012 - May 2012
Allen & Overy May 2011 - August 2011
North Carolina Court of Appeals July 2010 - August 2010
Sołtysiński Kawecki & Szlęzak June 2010 - June 2010
Skills
Legal Writing, Legal Research, Litigation, Corporate Law, Civil Litigation, Westlaw, Commercial Litigation, Securities Regulation, Mediation, Courts, Intellectual Property, Appeals
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD)
Duke University 2003 — 2005
AB, International Comparative Studies, Cum Laude, Departmental Honors
Davidson College 2001 — 2003
Charles Winn, CFA's Bank of America Experience 1989 - 2001
Job Chief Sales and Marketing Officer at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Lora Chavis Killian's Bank of America Experience 2004 - 2009
Job Director of Operations at ClinGenuity
Industry Pharmaceuticals
Experience
ClinGenuity May 2014 - Present
Medical Communication Consultants August 2011 - April 2014
Medical Communication Consultants June 2010 - August 2011
Bank of America 2004 - 2009
Womble Carlyle Sandridge & Rice LLP 2001 - 2004
US Army 1997 - 2001
Skills
Due Diligence, Financial Modeling, Corporate Development
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Finance
Davidson College 1993 — 1997
BA, English
ClinGenuity May 2014 - Present
Medical Communication Consultants August 2011 - April 2014
Medical Communication Consultants June 2010 - August 2011
Bank of America 2004 - 2009
Womble Carlyle Sandridge & Rice LLP 2001 - 2004
US Army 1997 - 2001
Skills
Due Diligence, Financial Modeling, Corporate Development
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Finance
Davidson College 1993 — 1997
BA, English
Jennifer Kerns's Bank of America Experience August 2013 - Present
Job Technical Project Manager at Bank of America
Industry Banking
Experience
Bank of America August 2013 - Present
Bank of America July 2012 - July 2013
Bank of America June 2010 - July 2012
Skills
Training, Project Management, Risk Management, Management
Education
Davidson College 1991 — 1995
B.A., English
Duke University
M.Div., Religion
Bank of America August 2013 - Present
Bank of America July 2012 - July 2013
Bank of America June 2010 - July 2012
Skills
Training, Project Management, Risk Management, Management
Education
Davidson College 1991 — 1995
B.A., English
Duke University
M.Div., Religion
PAT RICKERT's Bank of America Experience Compliance ManagerWells Fargo BankAugust 2007 - July 2011
Job Corporate Security Investigator at Bank of America
Industry Financial Services
Experience
Bank of America Compliance ManagerWells Fargo BankAugust 2007 - July 2011
Education
Davidson College 1975 — 1977
BA, Political Science
Bank of America Compliance ManagerWells Fargo BankAugust 2007 - July 2011
Education
Davidson College 1975 — 1977
BA, Political Science
Katherine Orrell's Bank of America Experience 1994 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America 1994 - Present
CEM Corporation 1993 - 1993
Wachovia Corporate Services, Inc. 1990 - 1992
Japan Exchange and Teaching Program(me) (JET) 1988 - 1989
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Wharton/RMA Advanced Risk Management Program, Risk Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Business
Davidson College 1984 — 1988
B.A., Political Science
Bank of America 1994 - Present
CEM Corporation 1993 - 1993
Wachovia Corporate Services, Inc. 1990 - 1992
Japan Exchange and Teaching Program(me) (JET) 1988 - 1989
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Wharton/RMA Advanced Risk Management Program, Risk Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Business
Davidson College 1984 — 1988
B.A., Political Science
PAT RICKERT's Bank of America Experience July 2011 - Present
Job
Industry Banking
Experience
Bank of America July 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Legal Research, Private Investigations, Investigative Research, Anti Money Laundering, Policy, Banking, Risk Management
Education
Davidson College
Bachelor of Arts (B.A.), Political Science and Government
Bank of America July 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Legal Research, Private Investigations, Investigative Research, Anti Money Laundering, Policy, Banking, Risk Management
Education
Davidson College
Bachelor of Arts (B.A.), Political Science and Government
Jim Furr's Bank of America Experience March 1999 - June 2001
Job Expert Witness
Industry Financial Services
Experience
James E Furr October 2012 - Present
BBVA Compass Bank February 2002 - March 2011
Bank of America March 1999 - June 2001
NationsBanc Montgomery Securities LLC October 1996 - March 1999
NationsBanc Capital Markets, Inc January 1996 - October 1996
NationsBanc Capital Markets, Inc September 1994 - January 1996
NationsBanc Capital Markets, Inc September 1993 - September 1994
NationsBanc Capital Markets, Inc January 1986 - September 1993
North Carolina National Bank June 1975 - December 1985
NCNB April 1972 - May 1975
Education
University of North Carolina, Chapel Hill (Kenan-Flagler School of Business) 1968 — 1970
MBA
Davidson College 1964 — 1968
AB, Economics
James E Furr October 2012 - Present
BBVA Compass Bank February 2002 - March 2011
Bank of America March 1999 - June 2001
NationsBanc Montgomery Securities LLC October 1996 - March 1999
NationsBanc Capital Markets, Inc January 1996 - October 1996
NationsBanc Capital Markets, Inc September 1994 - January 1996
NationsBanc Capital Markets, Inc September 1993 - September 1994
NationsBanc Capital Markets, Inc January 1986 - September 1993
North Carolina National Bank June 1975 - December 1985
NCNB April 1972 - May 1975
Education
University of North Carolina, Chapel Hill (Kenan-Flagler School of Business) 1968 — 1970
MBA
Davidson College 1964 — 1968
AB, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS