Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Citi March 2012 - August 2014
Bank of America November 2008 - February 2012
Myers Park United Methodist Church June 2005 - July 2011
Bank of America September 2007 - October 2008
Bank of America April 2004 - August 2007
WCTV- TV October 2002 - December 2003
Various September 1998 - December 2003
WHNT April 2001 - May 2002
WTVY September 1998 - March 2001
Skills
Writing, Executive Communications, Video Production, Editing, Public Speaking, Research, Interviewing, Message Development, Communication Training, Fundraising, Strategic Communications, Nonprofits, Leadership
Education
Duke University 1994 — 1998
A.B., cum laude, English major, Spanish minor
Robert F. Munroe Day School 1990 — 1994
JMI Equity July 2012 - Present
L.E.K. Consulting September 2010 - June 2012
Fuqua School of Business May 2009 - March 2010
Bank of America May 2008 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Corporate Development, LBO, Mergers & Acquisitions, M&A experience, Management Consulting, Financial Analysis, Economics, Business Valuation, Market Entry, Business Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS, Management
Duke University 2005 — 2009
BS, Economics
Sterne Agee September 2014 - Present
Regions Bank 2011 - September 2014
BBVA Compass June 2009 - November 2011
Bank of America June 2001 - June 2009
Johnson & Johnson May 1997 - May 2001
The Hershey Company 1993 - 1995
Skills
Strategy, Leadership, Management, Financial Services, Strategic Planning, Banking, Marketing Strategy, Product Management, Cross-functional Team..., Marketing
Education
Duke University 1989 — 1993
BA, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MBA
Millbrook High School 1988 — 1989
Columbus Academy 1978 — 1989
Girl Scouts of the USA September 2014 - Present
Girl Scouts of the USA November 2013 - September 2014
Liberty In Christ Family Ministries January 2010 - May 2014
The Jewelry Café October 2006 - May 2014
Steps Toward Success, PLLC April 2010 - June 2013
Bank of America April 2009 - April 2010
Skills
Fundraising, Public Relations, Marketing, Management, Adobe Acrobat, Microsoft Office, Microsoft Publisher, Microsoft Excel, PowerPoint, Adobe Creative Suite, Workshop Facilitation, Organizational..., CRM Management, Product Design, Corral, Windows 7, Microsoft Office 2003, Microsoft Office Xp, QuickBooks, Quicken, Cloud Computing, Published Author, Bookkeeping, Book Design, Book Covers, Jewelry Design, Fashion Jewelry, Designer Jewelry, Marketing Strategy, Non-profit Leadership, Coordinating Events, Nonprofits, Conference Coordination, Fundraisers, PBH Solutions, Caseworks, NuMeds, Corel Draw, Lifestyle Coaching, Employee Training, Workshops, Works well in a team, Works well individually, New Business Development, Business Planning, Organizational Design, Organizational..., Direct Sales, Jewelry, Community Collaboration
Education
Duke University 2015 — 2015
Grant Writing 101, Completed
Penn Foster 2011 — 2012
Career Diploma, Jewelry Design And Repair
Guilford Technical Community College 2009 — 2009
Certification, Notary Public
Volunteer State Community College 2005 — 2005
Web Designer Certified, Web Designer
Sullivan University 1997 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tennessee State University 1994 — 1997
Developmental and Child Psychology
Goldblatt Martin Pozen LLP March 2013 - Present
Thomas B. Martin, PLLC August 2009 - March 2013
DC Chamber of Commerce June 2008 - June 2009
Steptoe & Johnson LLP October 2004 - May 2007
PricewaterhouseCoopers 2003 - 2004
The Coca-Cola Company September 1998 - April 2000
Bank of America July 1997 - August 1998
Skills
Litigation, Employment Law, Civil Litigation, Corporate Law, Strategic Planning, Human Resource..., Landlord-tenant..., EEOC, Terminations, Administrative Law, Nonprofits
Education
University of Colorado School of Law 2000 — 2003
J.D.
Duke University 1993 — 1997
A.B.
The Potomac School 1989 — 1993
Teradata May 2012 - July 2015
American Greetings September 2011 - May 2012
Bank of America November 2006 - September 2011
Bank of America July 2006 - November 2006
Winn-Dixie September 2004 - July 2006
US Post Office March 2003 - September 2004
Dish TV February 2003 - March 2003
Skills
Teradata Operational DBA, Teradata Application DBA, Teradata Physical..., BAR expert using..., Teradata, Data Warehousing, Physical Data Modeling, Netbackup, Databases, Oracle, ETL, Unix, Data Migration, Requirements Analysis
Education
Loyola Marymount University 1990 — 1992
Master of Science (MS), Computer Science
Duke University 1975 — 1983
Bachelor of Arts (B.A.), Economics
Bank of America September 2013 - Present
PricewaterhouseCoopers September 2006 - September 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters, Accounting
Duke University 2001 — 2005
BS, Economics
Bank of America June 2015 - Present
United States Marine Corps June 2012 - June 2015
United States Marine Corps March 2012 - May 2012
United States Marine Corps April 2010 - March 2012
United States Marine Corps May 2009 - April 2010
Skills
Operational Planning, Military Operations, National Security, Command, Military, Weapons, Afghanistan, Security Clearance, Military Experience, Navy
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Master of Business Administration (MBA)
Duke University 2004 — 2008
Bachelor of Science (B.S.), Economics
Ridgefield High School 2000 — 2004
Investors Title Company and Affiliates December 2000 - Present
Bank of America April 1978 - August 2001
Skills
Credit, Employee Relations, Commercial Lending, Banking, Training, Recruiting, Insurance, Applicant Tracking..., Human Resources, Payroll, Talent Acquisition, Vendor Management, Executive Management, Management, Leadership, Customer Service, Team Building
Education
North Carolina State University 1976 — 1980
Master's Degree, Counselor Education
Duke University 1966 — 1970
Bachelor's Degree, English
Neiman Marcus June 2014 - Present
The Glitter Guide December 2013 - June 2014
Wisteria September 2013 - May 2014
Wisteria June 2013 - September 2013
Duke University Fashion Magazine September 2010 - May 2013
Crayons2Calculators August 2009 - May 2013
Camp Bil-O-Wood June 2008 - August 2012
Bank of America June 2011 - August 2011
Skills
Microsoft Office, Project Management, Organization, Highly Dedicated, Non-profits, Blogging, Leadership, Social Media, Research, Management, Strategic Planning, Public Speaking, Event Planning, Spanish, Teamwork, Marketing, Mentoring, Art History, Nonprofits, Promotions, Writing
Education
Duke University 2009 — 2013
Bachelor of Arts, Economics
Forest Hills Central High School 2004 — 2009
BNP Paribas Prime Brokerage August 2007 - Present
Bank of America 2007 - 2008
Progressive Insurance August 2002 - August 2007
Skills
Spanish, Financial Analysis, Finance, Sales, Marketing, Project Management, Management, Investment Banking, Banking, Business Development, Portfolio Management, Strategic Planning, Investments, Securities, PowerPoint, Leadership, Capital Markets, Derivatives, Equities, Fixed Income, Risk Management
Education
Duke University 1998 — 2002
CommunityOne Bank July 2014 - Present
NewBridge Bank May 2010 - July 2014
SunTrust Bank February 1999 - May 2010
First Citizens Bank December 1992 - February 1999
Bank of America September 1986 - December 1992
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting, Credit Risk, Construction Loans, Consumer Lending, Portfolio Management, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Financial Services, Financial Modeling, Deposits, Cash Management, SBA, Asset Based Lending, Treasury Management, Refinance, Financial Risk, Cross Selling
Education
Duke University 1979 — 1983
BA, Economics
Volvo Financial Services 2005 - Present
Volvo Financial Services May 2000 - December 2005
Bank of America 1998 - 2000
Barnett Banks, Inc 1996 - 1998
The CNA Corporation 1991 - 1996
HRC, Inc. 1987 - 1991
Skills
Succession Planning, Performance Management, Talent Management, Employee Engagement, Leadership Development, Incentive Programs, Employee Benefits, Leadership, Management, Human Resources, Strategy, HRIS
Education
Duke University 1984 — 1987
Sociology
University of North Carolina at Greensboro 1976 — 1984
MA, Sociology
Western Guilford High School 1971 — 1975
First Citizens Bank February 2015 - Present
First Citizens Bank October 2013 - February 2015
First Citizens Bank August 2012 - October 2013
Wells Fargo Bank April 2006 - August 2012
BB&T September 2005 - March 2006
BB&T August 2003 - August 2005
BB&T March 2002 - July 2003
Bank of America July 2001 - February 2002
Wachovia Bank March 2000 - June 2001
Wachovia Bank June 1999 - February 2000
Skills
Loans, Credit, Banking, Portfolio Management, Finance, Commercial Banking, Underwriting, Leadership, Loan Origination, Management, Capital Markets, Analysis, Sales, Training, Negotiation, Sales Management, Commercial Real Estate, Market Research, Analytics, Sales Operations
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance, Graduated with Distinction
University of Virginia 1991 — 1994
MA, Foreign Affairs
Duke University 1987 — 1991
BA, Political Science, Graduated with Distinction
Bank of America 2014 - Present
Gorse Analysts 2013 - 2013
Intel Corporation May 2012 - August 2012
Skills
R, SPSS, JMP, Matlab, Microsoft Excel, Microsoft Office, VHDL, C, Python, Research, Leadership
Education
Duke University 2010 — 2014
Université Denis Diderot (Paris VII) 2013 — 2013
Bachelor's degree, Linguistique
Bank of America 2011 - Present
Bank of America 2009 - 2011
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Bank of America 2003 - 2006
Bank of America 2001 - 2003
XS, Inc. 1999 - 2001
GE mortgage Insurance 1987 - 1999
Skills
Loans, Risk Management, Mortgage Banking, Loan Origination, Operational Risk..., Credit Risk, Retail Banking, Six Sigma, Business Development, master black belt, Commercial Lending, Credit, Leadership, Process Improvement, Strategy, Banking, Management, Business Process, Business Transformation, Operational Excellence
Education
Duke University
Bachelor of Science (BS), Management
Duke University - The Fuqua School of Business
M.B.A.
Ridgemont Equity Partners July 2010 - Present
Bank of America July 2000 - July 2010
McKinsey & Company July 1996 - July 2000
Skills
Private Equity, Oil and Gas, Energy, Due Diligence, Valuation, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Investments, LBO, Equities, M&A experience, Venture Capital, Mergers & Acquisitions, Corporate Development, Financial Analysis, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Banking
Education
Duke Fuqua School of Business 1994 — 1996
MBA
Duke University 1983 — 1987
AB, Chemistry
Bank of America October 2014 - Present
FDM Group June 2014 - September 2014
Danville Capital August 2013 - February 2014
Cathay Bank June 2013 - August 2013
OrbiMed Advisors June 2012 - August 2012
Skills
Scrum, SDLC, SQL, Research, HTML, Microsoft Office, Customer Service, Matlab, PowerPoint, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, Windows, Outlook, Teaching, Photoshop, Budgets, Negotiation, Editing, Stata, MS Project, Visio, ITIL, Business Analysis
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
CEB October 2014 - Present
CEB December 2012 - Present
BlackArch Partners June 2011 - November 2012
Hillandale Elementary January 2011 - April 2011
Zoe International Ministries July 2008 - August 2008
ICAP May 2008 - July 2008
Bank of America June 2007 - August 2007
PLIVA May 2006 - August 2006
Skills
Due Diligence, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Analysis, Strategy, Economics, Competitive Analysis
Education
Duke University 2007 — 2010
B.A., Public Policy & Education
John Cabot University 2010 — 2010
Italian
University of New South Wales 2009 — 2009
Charlotte Catholic High School 2003 — 2007
Bank of America June 2014 - Present
Capitol Partners, Inc. 2012 - 2013
1360 WCHL August 2011 - January 2012
Chwat and Company Government Relations Firm June 2011 - August 2011
Southeast Louisiana Legal Services May 2009 - August 2009
Skills
Social Media, Spanish, Research, Public Speaking, Editing, Public Policy, Data Analysis, Microsoft Office, Corporate Finance, Financial Accounting, Leadership, Teamwork
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
Master of Arts (MA), 3.81/4.0, Business Management, 3.81/4.0
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Major, Political Science and History; Minor, Art History, GPA 3.85/4.0
Duke University 2008 — 2012
Institute for International Education of Students in Madrid 2011 — 2011
Prosper Marketplace March 2014 - Present
Bank of America July 2011 - March 2014
Deutsche Bank August 2011 - December 2011
Steria India Ltd June 2006 - December 2008
Skills
PMP, Visio, Microsoft Office, SQL, Java, MS Project, Business Analysis, SharePoint, Software Project..., SDLC, Requirements Analysis, Leadership, Agile Methodologies, iRise, JIRA, Data Analysis, Requirements Gathering, Consulting, Product Management, Management, Microsoft Project, Project Management
Education
Duke University 2010 — 2011
MEM, Management
Avinashilingam University 2002 — 2006
BE, Electronics and communication
Kendriya Vidyalaya 1990 — 2002
High School
Time Warner Cable November 2013 - Present
Time Warner Cable September 2012 - November 2013
Bank of America January 2012 - September 2012
Bank of America June 2010 - December 2011
Bank of America October 2008 - June 2010
Bank of America February 2006 - October 2008
Bank of America September 2003 - February 2006
Wachovia October 1998 - June 2001
First Union (Wachovia) 1998 - 2001
Citibank June 1996 - September 1998
Skills
SAS, SQL, Excel, Teradata, Unix, Statistical Modeling, Analytics, Risk, Pricing, Databases, Credit Risk, Predictive Modeling, Data Mining, Statistics, Credit Cards, Database Marketing, Segmentation, Data Analysis, Business Intelligence, VBA, Financial Analysis, Predictive Analytics, SAS/SQL, Analysis, Risk Management, Direct Marketing, Modeling, Real Estate, Finance, Marketing, Digital Marketing, E-commerce, MBA, Banking, Retail Banking, Mortgage Lending, SAS programming, Strategy, Forecasting, Portfolio Management, CRM, Leadership, Financial Risk
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business
Duke University 1992 — 1996
BA, Economics
Bank of America 1992 - 1999
Education
Duke University 1981 — 1984
BA in Economics
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
Carlisle & Gallagher Consulting Group October 2008 - Present
Carlisle & Gallagher Consulting Group 2008 - Present
Wachovia June 2006 - October 2008
Bank of America August 2002 - May 2006
Accenture August 1991 - August 2002
Skills
Portfolio Optimization, Problem Solving, Project Management, PMO set-up, Bank Mergers, IT Transformation, Change Management, Process Improvement, Project Portfolio..., Organizational Design, Business Process..., Management, Business Strategy, Governance, Program Management, Mergers & Acquisitions, Consulting, Management Consulting, PMO, IT Strategy, Strategy, Business Analysis, Performance Improvement, Performance Management, Vendor Management
Education
Duke University 1991 — 1991
Bachelor of Arts (B.A.), Economics
Breather November 2013 - Present
ThrowGo, LLC 2010 - Present
Sumeria Group July 2012 - Present
Bank of America Merrill Lynch July 2009 - August 2013
Bank of America June 2008 - August 2008
Shoeboxed September 2007 - December 2007
rethos.com 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Economics, Microsoft Excel, Social Media, Social Media Marketing, Bonds, Series 63, Series 7
Education
Duke University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Episcopal Academy
Episcopal Academy
Federal Reserve Bank of Atlanta October 2012 - Present
Goldman Sachs February 2007 - February 2010
Citigroup January 2005 - February 2007
Bank of America August 2003 - January 2005
Skills
Capital Markets, Banking, Financial Institutions, Debt, Credit, Industry Analysis, Series 7, Financial Modeling, Corporate Finance, Bloomberg, Fixed Income, Financial Analysis, Credit Analysis, Bonds
Education
Duke University 1999 — 2003
B.A., Economics
Neathawk Dubuque & Packett January 2011 - Present
Pro-Mark Services, LLC November 2009 - Present
Ogilvy & Mather March 2009 - September 2011
RBW December 2005 - March 2009
RedF 2004 - 2005
Bank of America September 1989 - June 2004
Bozell Jacobs Kenyon & Eckhardt June 1979 - August 1989
Central Bancshares 1971 - 1979
Skills
Marketing Research, Direct Marketing, Brand Management, Creative Direction, Marketing, Brand Architecture, Strategy, Online Advertising, Interactive Marketing, Market Research, Creative Strategy, Digital Marketing, Relationship Marketing, Management, Corporate Branding, Mobile Marketing, Marketing Management, Customer Insight, Brand Development, Segmentation, Positioning, Online Marketing, Product Launch, Digital Media, Email Marketing
Education
Stonier Graduate School of Banking/Univ. of Delaware 1990 — 1992
Masters (honors), Banking and finance
Duke University 1967 — 1971
BA, Psychology/English
BGA
SHYFT Analytics January 2012 - Present
Clarabridge May 2010 - April 2011
MicroStrategy October 2008 - April 2010
Bank of America June 2008 - August 2008
Cognizant Technology Solutions 2005 - 2007
Skills
Business Intelligence, Project Management, Business Analysis, Oracle, SQL, Requirements Gathering, Data Analysis, Data Warehousing, Software Project..., Analytics, Quality Assurance, Requirements Analysis, ETL, Integration, Consulting
Education
Duke University 2007 — 2008
Masters in Engineering Management
R. V. College of Engineering, Bangalore 2001 — 2005
EEE, Electrical and Electronics
Baldwin Girls High School
Hilco Appraisal Services 2010 - Present
CIT Group 1996 - 2010
Bank of America 1990 - 1995
Education
Duke University
Bachelor of Arts (B.A.), English and Psychology
Westminster School, Simsbury CT
Devon USA LLC March 2001 - Present
Bank of America February 1987 - March 2001
Education
Duke University 1981 — 1985
BSE, Mechanical Engineering & Economics
Pemberton Financial Planning January 2007 - Present
Pemberton Financial Planning January 2006 - Present
Duke University 2007 - 2013
Queens University of Charlotte 2006 - 2013
Bank of America 1970 - 2005
Skills
Wealth Management, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Investment Advisory, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1963 — 1966
BS Business, Business Administration
Duke University
Bank of America September 2010 - Present
National Black MBA Association January 2013 - Present
Mentoring Across Difference 2012 - 2014
Bank of America October 2006 - August 2011
Bank of America May 2003 - October 2006
Bank of America May 2003 - October 2006
Bank of America January 2000 - May 2003
NationsBank September 1995 - October 1998
NationsBank April 1994 - September 1995
NationsBank February 1989 - April 1994
Skills
Six Sigma, Change Management, Release Management, Risk Management, Process Improvement, Project Portfolio..., PMO, Portfolio Management, Vendor Management, Program Management, Leadership
Education
Duke University 2014 — 2014
Certificate, Non-Profit/Public/Organizational Management
Montreat College 2007 — 2009
MBA, Master's in Business Administration
Montreat College 2004 — 2009
2009Masters; Bachelors, Business Administration; Business Administration
Chicago Equity Partners April 2004 - Present
Chicago Equity Partners March 2000 - April 2004
Bank of America November 1994 - March 2000
Continental Bank November 1989 - November 1994
Education
Duke University 1981 — 1985
BA, Psychology
Samuel P Langley High School 1977 — 1981
KIPP Foundation June 2015 - Present
Teach For America 2014 - 2015
Teach For America April 2014 - July 2014
Teach For America 2013 - 2014
Teach for America 2012 - 2014
Taft Middle School 2012 - 2014
Bank of America 2011 - 2012
Morgan Stanley May 2010 - August 2010
Skills
Data Analysis, Economics, Valuation, Finance, Real Estate, Financial Modeling, Entrepreneurship, Microsoft Excel, Corporate Finance, Market Research, Business Analysis, Strategy, Leadership, Financial Analysis, Investments, Bloomberg, Equities, Investment Banking, Due Diligence, Social Media, Team Leadership, Teaching, Instructional leadership, STEM instruction, Public Speaking
Education
Duke University 2006 — 2011
Bachelor's degree, Political Science, History, Markets and Management Studies
Artisan Partners 2010 - Present
Artisan Partners 2003 - 2010
Bank of America 2000 - 2003
NYU Langone Medical Center 1997 - 2000
The Permanente Medical Group 1996 - 1997
Education
Duke University 1992 — 1996
Bachelor of Arts (BA), Public Policy Analysis
NMHS
New York University, Stern School of Business
Master of Business Administration (MBA)
Bank of America September 2007 - Present
Bank of America April 2004 - September 2007
Fleet Bank July 1998 - April 2004
Skills
Strategic Planning, Project Management, Philanthropy, Fundraising, Leadership Development, Nonprofits, Strategic Communications, Event Planning, Community Outreach, Volunteer Management, Program Development
Education
Duke University 1993 — 1997
BA, History
Bronx Science
Bank of America January 2002 - Present
Citigroup August 1999 - January 2002
JP Morgan Chase January 1994 - August 1999
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Duke University
The Roswell LLC and Atapco Financial Services 2007 - Present
Notre Dame of Maryland University 2009 - Present
Bank of America 2001 - 2007
Skills
Tax Advisory, High Net Worth..., Family Office, Estate Planning, Qualified Teacher, Financial Reporting, Financial Accounting, Financial Services, CPA, Accounting
Education
The University of Georgia
Doctor of Law (JD)
University of Pittsburgh
Master of Business Administration (MBA)
Duke University
Bachelor of Arts (B.A.), Economics and History
Jack and Lulu September 2004 - Present
Bank of America 2000 - 2004
Clairol June 2000 - July 2001
Skills
Marketing, Advertising, Public Relations, Management, Consumer Products, Strategic Planning, Marketing Strategy, Branding & Identity, Strategy, Business Strategy, Cross-functional Team..., Sales
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Marketing and Advertising
Duke University 1989 — 1992
A.B., Public Policy Studies
Bank of America June 2005 - Present
Education
Duke University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Sonoma Valley High School 1995 — 2000
Diploma, Business Administration and Management, General, 3.8
Skadden Arps January 2011 - Present
Bank of America June 2013 - Present
Skills
Mergers, Corporate Finance, Capital Markets, Legal Research, Private Equity, Due Diligence, Securities Offerings, Securities Regulation, Securities, Banking, Mergers & Acquisitions, Corporate Governance, Cross-border..., Non-profit Volunteer, Corporate Law, Acquisitions, Financial Structuring, Legal Writing
Education
UCLA School of Law 2007 — 2010
J.D.
Duke University 2002 — 2006
B.A., Political Science
Newark Academy
McNeill Meetings & Events March 1990 - Present
Bank of America March 2000 - May 2001
Travel and Transport March 2000 - May 2001
Skills
Event Planning, Meeting Management, Leadership Development, Meeting Planning, Event Management, Conventional, Strategic Planning, Contract Negotiations, Site Selection, Expense Management, Negotiation, Travel Management, Budgeting, Team Building, Location Intelligence, Budgets, PowerPoint, Teaching, Public Relations, Food & Beverage, Fundraising, Community Outreach, Contract Negotiation, Management, Trade Shows, Staff Development, Research, Public Speaking, Leadership, Team Leadership, Nonprofits, Sponsorship, Interviews, Volunteer Management, Marketing Communications, Program Development, Coaching, Hotels, Social Media Marketing, Hospitality, Newsletters, Project Planning, Online Marketing, Grant Writing, Social Media
Education
Duke University 1964 — 1967
D.Min., Theology and Education
Pfeiffer University 1956 — 1960
B.A., Sociology
Bank of America 2010 - Present
Belcan Engineering April 2007 - November 2010
Belcan Engineering November 2004 - April 2007
Thornwell Home for Children June 2003 - November 2004
Belcan TechServices September 2001 - March 2003
Garmen, Inc. July 1998 - September 2001
Jesuit Volunteer Corps August 1996 - July 1998
Education
Duke University 1992 — 1996
Mechanical Engineering, Mechanical Engineering, Civil Engineering
HSBC November 2010 - Present
Bank of America April 2003 - November 2010
Lehman Brothers June 2000 - August 2002
Thomson October 1995 - May 1999
The Carson Group June 1994 - October 1995
Investors' Fiduciary Services, Inc. 1993 - 1993
Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Bank of America April 2014 - Present
Bank of America June 2012 - April 2014
Kenan-Flagler Business School June 2010 - July 2012
Campbell Soup Company May 2011 - August 2011
Publicis March 2007 - July 2010
JWT June 2005 - March 2007
Rella:Cowan Advertising December 2004 - May 2005
Greek Telephone Directory May 2004 - December 2004
Skills
Competitive Analysis, Strategy, Advertising, Market Research, Cross-functional Team..., Customer Experience..., Strategic Planning, Management Coaching, Sales Management..., Analysis, Leadership, Management, Product Development, Marketing Strategy, Project Management, Analytics, Marketing, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Marketing Concentration
Duke University 2001 — 2005
A.B; Certificate, Psychology; Markets and Management Studies
University of Queensland, Australia
Bank of America January 2015 - Present
Bank of America December 2010 - Present
Robert Half Management Resources October 2009 - March 2011
PAREXEL December 2007 - October 2009
Unica Corporation December 2006 - December 2007
Sapient Corporation 2005 - 2007
Akamai Technologies January 2000 - September 2004
Akamai 2000 - 2004
Skills
Financial Analysis, Leadership, Financial Modeling, Finance, Budgets
Education
Duke University 1994 — 1998
Kappa Alpha Theta Fraternity September 2010 - Present
Missouri Annual Conference of the United Methodist Church 1995 - Present
CID - Central Institute for the Deaf 2007 - Present
St. Louis Forum 2008 - Present
Polsinelli, P. C. (law firm) March 2007 - December 2014
St. Louis Volunteer Lawyers and Accountants for the Arts January 2002 - June 2012
Kappa Alpha Theta Foundation 2002 - 2010
Lewis, Rice & Fingersh February 2000 - February 2007
St. Louis Chapter of American Red Cross 2001 - 2007
Bank of America October 1997 - February 2000
Skills
Non-profits, Public Speaking, Legal Research, Litigation, Real Estate, Mediation, Trusts, Intellectual Property, Legal Writing, Corporate Law, Appeals, Civil Litigation, Trade Secrets, Employment Law, Endowments, Estate Planning, Mergers & Acquisitions, Tax, Nonprofits, Estate Administration, Estate Tax Planning, Wealth Management..., Wealth, Gift Tax, Estate Law, Tax Law, High Net Worth..., Wills, Corporate Governance, Commercial Litigation, Bankruptcy, Income Tax
Education
Vanderbilt University Law School 1978 — 1981
J. D., Law
Duke University 1974 — 1978
A. B. magna cum laude, History
Bank of America 1992 - Present
Bank of America October 2001 - July 2003
Education
Duke University 1988 — 1992
AB, Economics, Music
Nike October 2014 - Present
Apple October 2013 - September 2014
Apple Inc. July 2010 - September 2013
Innovations for Poverty Action June 2007 - June 2009
Brookings Institution November 2005 - June 2007
Bank of America July 2002 - June 2005
Skills
Economics, Data Analysis, Strategy, Analysis, Business Strategy, Financial Modeling, Strategic Planning, Stata, Financial Analysis, Statistics, Analytics, Management Consulting, International...
Education
Massachusetts Institute of Technology 2009 — 2010
M.Eng., Logistics and Supply Chain Management
University of Maryland College Park 2005 — 2007
MPP, International Security and Economic Policy
Duke University 1998 — 2002
BS, Economics
Retired January 2013 - Present
Aegis Mortgage Corporation June 1999 - December 2012
Bank of America 1993 - 1999
First Gibraltar Bank, FSB 1989 - 1993
Education
Duke University 1965 — 1969
BA, Economics
Wells Fargo May 2011 - Present
Wells Fargo June 2010 - April 2011
Bank of America October 2008 - June 2010
Banc of America Securities June 2005 - September 2008
Skills
MBS, Bloomberg, Derivatives, Structured Products, Trading, Risk Management, Quantitative Analytics, Financial Structuring
Education
Duke University 2001 — 2005
B.S., Double Major: Economics and Computer Science
Bank of America June 2013 - Present
Bank of America July 2008 - May 2013
Bank of America December 2006 - July 2008
Bank of America September 2002 - December 2006
Accenture Consulting August 2000 - September 2002
Accenture August 1995 - August 2000
Skills
Innovation, Payments, Digital, Strategy, New Product Development, eCommerce, Emerging Payments, Mobile Payments, Research and Development, Prototyping, Intellectual Property, Patents, Business Development, Digital Banking, Digital Sales, Project Management, Vendor Management, Design Thinking
Education
University of South Carolina-Columbia 1993 — 1995
Master of Business Administration (M.B.A.), Concentration in Finance
Duke University 1989 — 1993
Bachelor's Degree, Political Science Major; Business Management Minor
Wells Fargo 2004 - 2014
Reilly Mortgage Group 2004 - 2006
CAST Management Consultants 1998 - 2004
Bank of America 1995 - 1998
Price Waterhouse 1992 - 1995
Skills
Financial Modeling, Valuation, Financial Analysis, Risk Management, Banking, Due Diligence, Mergers, Management Consulting, Loans, Commercial Mortgages, Business Analysis, Strategic Planning, Business Process..., Project Planning, Finance, Project Management, Project Delivery, Financial Accounting, Cost Accounting, Management Accounting, Financial Reporting, Strategic Consulting, Process Consulting, Team Leadership, Management, Cash Management, Financial Services, Corporate Finance, Executive Management, Treasury Management, Managerial Finance, Mergers & Acquisitions, Portfolio Management, Financial Risk, Analysis, Business Strategy, Strategic Financial..., Credit, Acquisition Integration, Process Improvement
Education
The College of William and Mary - The Mason School of Business 1990 — 1992
MBA
Duke University 1981 — 1985
BS, Engineering
VOYlegal LLC November 2012 - Present
Beazer Homes July 2011 - August 2012
King & Spalding LLP April 2011 - July 2011
Troutman Sanders LLP September 2008 - April 2011
Wachovia Securities March 2003 - June 2005
Bank of America September 2001 - March 2003
Bank of America July 2000 - September 2001
Education
University of North Carolina at Chapel Hill 2005 — 2008
JD with Honors
Duke University 1996 — 2000
Bachelor of Science (BS), Economics
Porter-Gaud School 1992 — 1996
Self-employed February 2009 - Present
RBW December 2005 - February 2009
Bank of America 1989 - 2004
Bank of America 1989 - 2004
Education
Duke University 1967 — 1971
Pension Consulting Alliance March 2007 - Present
Lehman Brothers August 1998 - December 2002
Bank of America July 1992 - August 1996
Skills
Financial Modeling, Private Equity, Venture Capital, Capital Markets, Investment Banking, Corporate Governance, Hedge Funds, Fixed Income, Equities, Risk Management, Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (MBA), Finance and Accounting
Duke University 1988 — 1992
BA, Public Policy and Spanish
Dana Hall 1985 — 1988
Diploma
Bank of America February 1995 - Present
Rayburn Cooper 1993 - 1995
Parker Poe 1991 - 1993
Skills
Risk Management, Securities, Corporate Law, Management, Corporate Governance, Banking, Privacy Law, Financial Risk, Due Diligence, Credit, Strategic Planning
Education
Duke University 1988 — 1991
Duke University School of Law 1988 — 1991
JD, Law
University of North Carolina at Chapel Hill 1984 — 1988
BA, Latin American Studies, Philosophy
Independence High School 1981 — 1984
Bank of America August 2013 - Present
Bloomtown, Inc. January 2011 - Present
Coach Flowers Co. March 2007 - Present
The Main Event, Inc January 2008 - January 2011
Bank of America, Global Technology, Service & Fulfillment January 2005 - January 2007
Bank of America January 2002 - January 2005
Bank of America January 1996 - January 2002
Skills
Sketching, Logo Design, Interior Design, InDesign, Photoshop, Adobe Creative Suite, Concept Development, Typography, Illustrator, Adobe Fireworks, SharePoint, Lectora, HTML, CSS, JavaScript
Education
Duke University 1991 — 1995
OnePark Systems June 2007 - Present
United Emergency Services, Inc. (UES) September 2000 - February 2006
Coastal Healthcare Group June 1991 - August 1994
Montrose Capital April 1985 - June 1991
Bank of America June 1974 - March 1985
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1972 — 1974
MBA, Finance
Duke University 1965 — 1969
Wells Fargo Bank 2010 - Present
Concourse Capital 2004 - 2010
Bank of America 1987 - 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Equities, Hedge Funds, Derivatives, Alternative Investments, Asset Allocation, Asset Management, Banking, FX Options, Finance, Financial Markets, Financial Modeling, Investment Banking, Options, Portfolio Management, Risk Management
Education
Duke University
Bachelor of Arts (B.A.), Economics
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Bank of America November 1993 - Present
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Duke University 1980 — 1984
ba, economics
Harkness Consulting April 2006 - Present
Bank of America August 2000 - March 2003
Education
Duke University 1966 — 1970
B.A., Romance Languages & Literature
Bank of America April 2013 - Present
Bank of America April 2008 - April 2013
Bank of America June 2006 - April 2008
Bank of America 2004 - 2006
National Commerce Financial Corporation 2000 - 2002
Central Carolina Bank 1997 - 2000
Skills
Strategic Planning, Executive engagement, Organizational..., Organizational Design, Organizational..., Learning Management, Training, Training Delivery, Instructor-led Training, Change Management, Program Management, Project Management, Employee Engagement, Employee Training, Process Management, Business Process Design, Operations Management, Cross-cultural, Cross-cultural Teams, International Project..., International Logistics, Six Sigma, Green Belt
Education
Duke University 1985 — 1989
BA, English, Economics
Bank of America Project Manager / Six Sigma BlackbeltGE Healthcare2003 - 2006
Oracle 2000 - 2003
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Duke University 1986 — 1990
BA, Political Science
Bank of America September 1981 - Present
Education
Duke University 1976 — 1980
BA, Economics
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Skills
Banking, Loans, Funds Transfer Pricing, Interest Rate Risk..., Commercial Banking, Treasury Management, Financial Modeling, Asset Based Lending, Financial Analysis, Commercial Lending, Risk Management, Corporate Finance, Strategic Financial..., Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Portfolio Management, Financial Reporting, Credit
Education
The University of Chicago - Booth School of Business 1974 — 1976
Master of Business Administration (MBA), Finance & Accounting
Duke University 1970 — 1974
BA, Economics
JP Morgan February 2000 - Present
Bank of America August 1996 - January 2000
Lehman February 1993 - July 1996
Drexel Burnham Lambert October 1989 - January 1991
Ernst & Young December 1983 - September 1989
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Structured Products, Prime Brokerage, Equity Derivatives, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Advance Professional Certificate, Taxation
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Accounting and Finance
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Brookwood Associates, L.L.C. 1999 - Present
Bank of America August 1995 - May 1999
Bank of America July 1991 - July 1995
Bank of America July 1988 - July 1991
Skills
Investment Banking, Private Equity, Valuation, LBO, Corporate Finance, Equities, Corporate Development, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Business Valuation, Venture Capital, Due Diligence, Investments
Education
University of Virginia Darden School of Business 1986 — 1988
Master of Business Administration (MBA)
Duke University 1980 — 1983
BA, Economics
Wells Fargo March 2014 - Present
AmerisourceBergen August 2013 - February 2014
LPL Financial May 2013 - August 2013
Bank of America - Card Technology - Consultant with Matrix March 2013 - May 2013
Ally Financial Inc. September 2012 - March 2013
Bank of America March 2012 - August 2012
PwC September 2011 - March 2012
Bank of America March 2004 - July 2011
Education
William & Mary 1993 — 1994
MA, English
Duke University 1985 — 1989
AB, English
Westminster Prep School 1982 — 1985
Diploma
Bank of America April 2010 - Present
ICS Consulting 2008 - 2010
Procter & Gamble June 1993 - May 2001
Skills
Business Process..., Business Transformation, Business Process, Change Management, Business Process Design, Program Management, Strategy, Mortgage Servicing, Vendor Management, Vendor Relationships, Operations Management, Process Control, Advanced Process Control, Project Management, PMO, Banking, Vendor Relationship...
Education
Duke University 1989 — 1993
Bachelor of Engineering (B.E.), Mechanical Engineering
Merck November 2014 - Present
Merck July 2012 - November 2014
Merck January 2009 - July 2012
Bank of America April 2008 - February 2009
Bank of America November 2006 - April 2008
Bank of America January 2004 - November 2006
Bank of America June 2001 - January 2004
GE Capital February 1992 - June 2001
Moody's Investors Service February 1988 - August 1991
Skills
Process Engineering, DMAIC, Process Improvement, Six Sigma, Lean Manufacturing, Operational Excellence, Metrics, Business Process..., Change Management, Black Belt, Training, Continuous Improvement, Program Management, Kaizen, Quality Management, Root Cause Analysis, Minitab, Green Belt, Operations Management, Workshop Facilitation, Cross-functional Team..., Performance Management, Business Process Mapping, Quality Assurance, Organizational..., Team Management, Vendor Management
Education
Duke University 1983 — 1987
A.B., Psychology
Groton School
Duke Energy Corporation July 2015 - Present
Wells Fargo January 2015 - July 2015
Durham County Government July 2012 - January 2015
Durham Technical Community College June 2008 - January 2015
UNC Charlotte September 2011 - 2012
Employment Security Commission of North Carolina October 2009 - September 2011
Families Against Mandatory Minimums (FAMM) February 2002 - September 2009
Bank of America July 1997 - January 2002
Skills
Program Management, Organizational..., Knowledge of multiple..., Policy Analysis, Policy Implementation, Budget Management, Public Speaking, Building Relationships, Self-starter, Exemplary People Skills, Team Oriented, Workshop Facilitation, Workshop Development, Lecturing, Influencing Skills, Customer Oriented, Civic Engagement, Non-profits, Human Resources, Community Outreach, Strong work ethic, Initiative, Problem Solving, Microsoft Excel, Microsoft Word, Microsoft Exchange, Excellent Communication..., Excellent Presentation..., Grassroots Organizing, Analytical Skills, Excellent Time..., Career Counseling, change agility, Consensus Building, Strategic Planning, Supervising, Budgets, Nonprofits, Government, People Skills, Recruiting, Employee Training, Resume Writing, Policy, Onboarding, Interviews, Leadership, Team-oriented
Education
Duke University
Certification, Human Resources Management
North Carolina Central University
Masters, Public Administration
North Carolina Central University
Bachelors of Arts, Political Science
Fayetteville Technical Community College
Associates of Science, Paralegal Technology
Bank of America 2010 - Present
Bank of America 2008 - 2009
Bank of America 2002 - 2007
NationsBank (until 1998) / Bank of America 1997 - 2001
Nationsbank (until 1998) / Bank of America 1993 - 1996
Skills
Commercial Banking, Risk Management, Treasury Management, Small Business Banking, Leading Change, Counterparty Risk, Consulting
Education
UNC Chapel Hill 1984 — 1986
Master of Business Administration (MBA)
Duke University 1976 — 1980
Bachelor of Arts (BA)
Microsoft October 2013 - Present
Microsoft July 2008 - Present
Bank of America 2002 - 2006
John Deere 1998 - 2000
Impressa 1995 - 1998
Skills
Enterprise Architecture, Security Architecture..., Application Architecture, CISSP, Identity Management, Information Security, Technical Architecture, Information Security..., PKI, Cloud Computing, TOGAF, Solution Architecture, Business Continuity, SOA, IT Strategy, SaaS, Enterprise Software, Software Development
Education
Duke University 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Citadel LLC September 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Bank of America Merrill Lynch January 2011 - July 2011
Merrill Lynch February 2009 - January 2011
Bank of America September 2008 - February 2009
Bank of America June 2006 - August 2008
Skills
Options, Commodity, Rates, Credit Derivatives, Interest Rate..., Swaps, Structured Products, Bloomberg, Capital Markets, Derivatives, Bonds, Quantitative Finance, VBA, Python, R, Matlab, S-Plus, C++, Arduino, Craft Beer, SQL, Fixed Income, Trading
Education
London School of Economics and Political Science 2008 — 2010
MSc, Finance, Distinction
Duke University 2002 — 2006
BSc, Economics, Mathematics, Distinction
Delta Air Lines June 1997 - August 1997
McKinsey & Company 1994 - 1996
The Princeton Review 1990 - 1994
Bank of America 1989 - 1994
Skills
Ghostwriting, Editing, Blogging, Journalism, Creative Writing, Content Strategy, Publishing, Copy Editing, Copywriting, Newsletters, Editorial
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Marketing, Public and Non-Profit Management
Duke University 1985 — 1989
Bachelor's Degree, English Language and Literature
Bank of America April 2014 - Present
Bank of America March 2009 - March 2014
Bank of America August 2008 - February 2009
Education
Duke University
BSE, Physics and Engineering
Pacholder Associates 2000 - 2003
First Chicago Corporation 1994 - 2000
Bank of America October 1992 - June 1994
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
Duke University 1983 — 1987
AB, Economics/Computer Science
Bank of America April 2004 - January 2005
Fleet Bank 2000 - 2004
BankBoston 1997 - 2000
BayBanks, Inc. 1985 - 1996
Neworld Bank 1980 - 1985
Skills
Marketing Strategy, Segmentation, Product Management, Direct Mail, Pricing, Management, Product Development, Competitive Analysis, Product Marketing, Market Research, Marketing, Strategy, CRM
Education
University of North Carolina at Chapel Hill 1975 — 1977
mrp, City and Regional Planning
Duke University 1969 — 1973
B.A., Sociology and Public Policy
Duke University
Bachelor’s Degree
Markit September 2012 - Present
Bank of America Merrill Lynch June 2008 - August 2012
Bank of America June 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Interest Rate..., Credit Derivatives, Swaps, Structured Products, Hedging, Derivatives, Fixed Income, Capital Markets, Quantitative Finance, Options, Currency, Bloomberg, Financial Markets, Volatility, Rates, Bonds, Trading, Commodity Markets, Investment Banking, Financial Modeling, Valuation
Education
Duke University 2004 — 2008
Bachelor of Science (B.S.), Major Economics, Minor Psychology
Bank of America September 1996 - Present
Education
Duke University 1975 — 1977
BA, Economics
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey June 2011 - March 2015
Jefferies & Company June 2010 - August 2010
Bank of America June 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Bloomberg, Fixed Income, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Portfolio Management, Strategic Financial..., Asset Managment, Bonds, Due Diligence, Series 7, Credit, Private Equity, Mergers & Acquisitions, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategic Management and Leadership; Finance; Energy
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Wells Fargo June 2013 - Present
Bank of America February 2013 - June 2013
Bank of America July 2011 - December 2012
Bank of America June 2011 - August 2011
Bank of America July 2008 - June 2011
Skills
Risk Management, Financial Risk, Investment Banking, Fixed Income, Financial Analysis, Banking, Portfolio Management, Python, Capital Markets, Derivatives, Credit, Bloomberg, Equities, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
Bachelor of Science (BS), Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch May 2014 - Present
Bank of America June 2013 - May 2014
Bank of America June 2011 - June 2013
The Community Reinvestment Association of North Carolina June 2010 - August 2010
Skills
Banking, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Auditing
Education
Duke University 2007 — 2011
Public Policy Studies
University of New South Wales 2009 — 2009
Deep Run High School 2003 — 2007
High School
U.S. Trust May 2014 - Present
Bank of America April 2010 - Present
Tiger Capital January 2000 - April 2010
Managment Recruiters January 1992 - January 1995
BB&T January 1989 - January 1991
Bank of America (formerly Nationsbank) January 1986 - January 1989
Skills
Microsoft Excel, Mortgage Lending, Commercial Banking, Loans, Banking, Investments, Program Management, Leadership, Microsoft Office, Underwriting, Management, Commercial Real Estate, Financial Services
Education
University of North Carolina at Chapel Hill 1982 — 1986
BSBA, Finance
Duke University
Fuqua School of Business - Executive Program Cash Management
University of North Carolina at Greensboro
Bryan College of Business - Graduate Studies
Severson & Werson April 2014 - Present
Bank of America 2012 - June 2013
Rames Law Firm, P.C. 2011 - 2012
Billet & Associates, LLC 2009 - 2011
Pogust, Braslow, & Millrood, LLC 2008 - 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2003 - 2005
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Product Liability, Medical Malpractice, Personal Injury..., Insurance, Real Estate Litigation, Construction Litigation, Financial Services..., Mortgage Banking
Education
Loyola Law School, Loyola Marymount University 2005 — 2008
Juris Doctor, Law
Wesleyan University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government, cum laude, with departmental honors
Duke University
Study Abroad, Spanish and Iberian Studies
Regions Financial Corporation December 2011 - Present
University of Florida June 2010 - August 2011
Bank of America June 2004 - May 2009
Bank of America April 2000 - June 2004
Education
University of Florida 2010 — 2011
Master of Science, Real Estate
Duke University
Master, Business Administration
University of Florida
Bachelor of Science, Business Administration, Finance
NewsCred August 2011 - Present
Duke University: Information Science and Information Studies Department February 2011 - May 2011
Bank of America June 2010 - August 2010
Education
Duke University 2007 — 2011
Bachelors of Science in Engineering, Computer Science, Electrical and Computer Engineering
Sports Endeavors July 2014 - Present
Supply Point Systems March 2012 - July 2014
Mercury Z January 2012 - March 2012
Dex One August 2005 - December 2010
Bank of America July 2004 - August 2005
Hill PHOENIX May 2000 - February 2002
Skills
Forecasting, Microsoft Excel, PowerPoint, Budgets, CCNA, Budget, Hyperion Enterprise, Essbase, Access, Team Building, Financial Analysis, Team Leadership, Analysis, Inventory Management, Strategic Planning, Customer Service, Management, Problem Solving, Financial Modeling, Financial Reporting, Business Analysis, CompTIA Network+..., CompTIA A+ Certification, Windows 7, Microsoft Word, Cross-functional Team..., Finance, Windows
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Business Administration and Management, General
Duke University 1995 — 1999
BS, Mechanical Engineering
Omega Advisors May 2014 - Present
Bank of America September 2012 - March 2014
Morgan Stanley March 2010 - September 2012
Morgan Stanley February 2007 - March 2010
Morgan Stanley July 1996 - February 2007
Education
Duke University 1992 — 1996
BA, Economics, History
Warburg Pincus LLC August 2015 - Present
Bank of America July 2013 - July 2015
8 Rivers Capital October 2012 - February 2013
Headlands Capital, Inc. August 2012 - January 2013
Bank of America June 2012 - August 2012
Carrboro Capital January 2012 - May 2012
Vulcain September 2011 - December 2011
Falcon Capital Partners, LLC June 2011 - August 2011
Witter Asset Management June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Equity Research, Economics, Corporate Finance, Due Diligence, Corporate Development
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.)
Episcopal Academy
Bank of America
Skills
Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Banking, Relationship Management, Communications Planning
Education
Duke University 1976 — 1980
Bachelor of Arts (BA), Public Policy
Morgan Stanley June 2014 - Present
Bank of America October 2012 - May 2014
AllianceBernstein August 2005 - October 2012
Banco Itaú May 2002 - August 2005
Sakura Bank August 1987 - April 2001
Skills
Sarbanes-Oxley Act, Accounting, Asset Managment, Mutual Funds, GAAP, Investments, Valuation, Financial Statements, Financial Accounting, Broker-Dealer, Fixed Income, Auditing
Education
Duke University 1983 — 1987
Bachelor of Science (B.S.), Psychology
Bank of America 2010 - Present
UBS Investment Bank 2007 - 2010
Berkshire Capital Securities LLC 2005 - 2007
Education
Duke University 2001 — 2005
BS, Economics
eBay Inc January 2013 - Present
BD Consulting Group 2002 - 2012
Bank of America 1995 - 2002
Skills
Leadership, Management, Process Improvement, Team Building, Program Management, Business Process..., Customer Service, Vendor Management, Strategy, Sales, Project Planning
Education
Duke University
Bachelor's degree
R.C Distribution Inc March 2013 - February 2014
Bank of America January 2013 - March 2013
Bank of America January 2011 - April 2012
Bank of America September 2009 - January 2011
Bank of America March 2009 - September 2009
Bank of America April 2006 - March 2009
Bank of America September 2001 - April 2006
Education
Duke University 1999 — 2000
Master of Divinity (M.Div.), Theology/Theological Studies, Exchange Program
Duke University August 2011 - Present
Bank of America June 2013 - August 2013
Education
Duke University 2011 — 2015