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
Bharani Bobba Bharani Bobba's Bank of America Experience 1996 - 1996
Job Vice President at Genpact
Industry Outsourcing/Offshoring
Experience
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Asim Mohammad Asim Mohammad's Bank of America Experience August 2013 - Present
Job
Industry Information Technology and Services
Experience
Bank of America August 2013 - Present
Skills
Budgets, Data Warehousing, Business Intelligence, IT Strategy, Business Analysis, Project Management, Data Modeling, Requirements Analysis, SDLC, CRM, Integration, Agile Methodologies, Software Project..., Data Analysis, Enterprise Architecture, Risk Management, Database Design, Solution Architecture, ETL, Strategic Planning, Leadership, Strategy, Management Consulting, Databases, Data Management, Master Data Management, Software Patents, Global Sourcing, IT Project & Program..., Capital Budgeting, Operations Management, Business Strategy, Business Process..., Entrepreneurship, Financial Engineering, Business Process, Cross-functional Team..., Enterprise Software, Management, Program Management, Training
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters of Business Administration (M.B.A.) - Weekend Executive Program, Dual Concentration in Finance & Health Sector Management
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Mathematics
Bank of America August 2013 - Present
Skills
Budgets, Data Warehousing, Business Intelligence, IT Strategy, Business Analysis, Project Management, Data Modeling, Requirements Analysis, SDLC, CRM, Integration, Agile Methodologies, Software Project..., Data Analysis, Enterprise Architecture, Risk Management, Database Design, Solution Architecture, ETL, Strategic Planning, Leadership, Strategy, Management Consulting, Databases, Data Management, Master Data Management, Software Patents, Global Sourcing, IT Project & Program..., Capital Budgeting, Operations Management, Business Strategy, Business Process..., Entrepreneurship, Financial Engineering, Business Process, Cross-functional Team..., Enterprise Software, Management, Program Management, Training
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters of Business Administration (M.B.A.) - Weekend Executive Program, Dual Concentration in Finance & Health Sector Management
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Mathematics
Edgar Mueller Edgar Mueller's Bank of America Experience July 2012 - May 2013
Job MS, MBA International Business Executive / Corporate Development / Corporate Strategy and Planning
Industry International Trade and Development
Experience
MCG Associates June 2015 - Present
Red Hat, Inc. December 2014 - June 2015
Multiple Companies March 2013 - November 2014
Bank of America July 2012 - May 2013
Telephone Systems International, Inc. (now called The Bayat Group) March 2007 - March 2011
MCG Associates June 1999 - March 2007
The Strategis Consulting Group, Inc. (associated with The Strategis Group, Inc.) 2000 - 2001
World Research Advisory 1998 - 1998
MCI Corporation (now part of Verizon) 1996 - 1998
ANSER 1996 - 1996
Skills
Analysis, Program Management, Cross-functional Team..., International Business, Telecommunications, Wireless, New Business Development, Negotiation, Start-ups, Strategic Planning, Marketing Strategy, Mergers, Engineering, Business Planning, Business Strategy, Contract Negotiation, Competitive Analysis, Global Business..., International Management, Corporate Development, Strategic Consulting, Management Consulting, Market Analysis, Executive Management, Market Intelligence, Market Research, M&A due diligence, Competitive Intelligence, Strategic Thinking, Thought Leadership, Strategy, Budgets, DoD, Entrepreneurship, Business Development, Due Diligence, Management, Mergers & Acquisitions, Leadership, Consulting, Marketing Management, Proposal Writing, Forecasting, Finance, Marketing, Product Management, Venture Capital, Financial Modeling, P&L Management, Foreign Affairs
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Business Administration, 3.7/4.0 Full-time, Daytime Program, 85 Credits
University of Washington 1988 — 1989
MS, Aeronautics & Astronautics, 3.5/4.0, Full-time, Graduate Assistantship, 41 Credits
Massachusetts Institute of Technology 1984 — 1988
BS, Aeronautics & Astronautics, 4.3/5.0, 414 Units, 790/800 GRE Analytical score
Massachusetts Institute of Technology 2014 — 2014
Tackling the Challenges of BIG DATA Certificate, Big Data
University of Florida 2013 — 2013
Entrepreneurship Certificate, Startup Quest Program - Jacksonville
Rocketdyne 1991 — 1991
Rocket Propulsion Certificate, Rocket Propulsion
West Coast University 1990 — 1990
Project Management Certificate at Rocketdyne, Project Management
MCG Associates June 2015 - Present
Red Hat, Inc. December 2014 - June 2015
Multiple Companies March 2013 - November 2014
Bank of America July 2012 - May 2013
Telephone Systems International, Inc. (now called The Bayat Group) March 2007 - March 2011
MCG Associates June 1999 - March 2007
The Strategis Consulting Group, Inc. (associated with The Strategis Group, Inc.) 2000 - 2001
World Research Advisory 1998 - 1998
MCI Corporation (now part of Verizon) 1996 - 1998
ANSER 1996 - 1996
Skills
Analysis, Program Management, Cross-functional Team..., International Business, Telecommunications, Wireless, New Business Development, Negotiation, Start-ups, Strategic Planning, Marketing Strategy, Mergers, Engineering, Business Planning, Business Strategy, Contract Negotiation, Competitive Analysis, Global Business..., International Management, Corporate Development, Strategic Consulting, Management Consulting, Market Analysis, Executive Management, Market Intelligence, Market Research, M&A due diligence, Competitive Intelligence, Strategic Thinking, Thought Leadership, Strategy, Budgets, DoD, Entrepreneurship, Business Development, Due Diligence, Management, Mergers & Acquisitions, Leadership, Consulting, Marketing Management, Proposal Writing, Forecasting, Finance, Marketing, Product Management, Venture Capital, Financial Modeling, P&L Management, Foreign Affairs
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Business Administration, 3.7/4.0 Full-time, Daytime Program, 85 Credits
University of Washington 1988 — 1989
MS, Aeronautics & Astronautics, 3.5/4.0, Full-time, Graduate Assistantship, 41 Credits
Massachusetts Institute of Technology 1984 — 1988
BS, Aeronautics & Astronautics, 4.3/5.0, 414 Units, 790/800 GRE Analytical score
Massachusetts Institute of Technology 2014 — 2014
Tackling the Challenges of BIG DATA Certificate, Big Data
University of Florida 2013 — 2013
Entrepreneurship Certificate, Startup Quest Program - Jacksonville
Rocketdyne 1991 — 1991
Rocket Propulsion Certificate, Rocket Propulsion
West Coast University 1990 — 1990
Project Management Certificate at Rocketdyne, Project Management
Robert Huggins's Bank of America Experience June 2014 - Present
Job AVP at Bank of America // Duke MBA
Industry Financial Services
Experience
Bank of America June 2014 - Present
Partners International January 2014 - May 2014
Partners International December 2010 - December 2013
Partners International March 2008 - December 2010
Partners International October 2007 - February 2008
Robert Huggins Photography September 2004 - October 2007
Skills
Direct Marketing, Web Content Management, Photography, Graphic Design, Content Strategy, Multimedia Project..., Product Management, Digital Marketing, Video Production, Strategic Planning, Program Management, Team Leadership, Cross-functional Team..., Strategic Leadership, HTML + CSS, Joomla, Wordpress, Marketing Strategy, Analysis, Non-profits, Non-profit Marketing, Budgets, Crystal Ball, HTML, Marketing, Multimedia, Nonprofits, Fundraising, Public Speaking, Philanthropy, Event Planning, Leadership Development, Leadership, Social Media, Community Outreach, Volunteer Management, Organizational..., Management, Event Management, Strategy, Strategic Partnerships, Email Marketing, Project Management, Business Strategy, Strategic Thinking, Analytics, Editing, CRM
Education
Duke Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
Whitworth University 2000 — 2004
Bachelor of Arts (BA)
Bank of America June 2014 - Present
Partners International January 2014 - May 2014
Partners International December 2010 - December 2013
Partners International March 2008 - December 2010
Partners International October 2007 - February 2008
Robert Huggins Photography September 2004 - October 2007
Skills
Direct Marketing, Web Content Management, Photography, Graphic Design, Content Strategy, Multimedia Project..., Product Management, Digital Marketing, Video Production, Strategic Planning, Program Management, Team Leadership, Cross-functional Team..., Strategic Leadership, HTML + CSS, Joomla, Wordpress, Marketing Strategy, Analysis, Non-profits, Non-profit Marketing, Budgets, Crystal Ball, HTML, Marketing, Multimedia, Nonprofits, Fundraising, Public Speaking, Philanthropy, Event Planning, Leadership Development, Leadership, Social Media, Community Outreach, Volunteer Management, Organizational..., Management, Event Management, Strategy, Strategic Partnerships, Email Marketing, Project Management, Business Strategy, Strategic Thinking, Analytics, Editing, CRM
Education
Duke Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
Whitworth University 2000 — 2004
Bachelor of Arts (BA)
Brittany Hodge Brittany Hodge's Bank of America Experience June 2015 - Present
Job Technology MBA Intern at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Fuqua School of Business June 2014 - Present
HPT Advisory Services LLC July 2013 - July 2014
Management Leadership for Tomorrow February 2012 - May 2014
Booz Allen Hamilton July 2010 - July 2013
Booz Allen Hamilton June 2008 - July 2010
U.S. Department of State May 2007 - August 2007
Skills
Business Process..., Strategy, Management Consulting, Business Analysis, Business Process..., Organizational Design, Performance Metrics, Change Management, Program Management, Training Delivery, Project Management, Leadership, Analysis, Data Analysis, Consulting, Process Improvement
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2011 — 2012
Certificate, Enterprise Resource Planning (SAP)
University of Virginia 2004 — 2008
BA, Foreign Affairs
Bank of America June 2015 - Present
Fuqua School of Business June 2014 - Present
HPT Advisory Services LLC July 2013 - July 2014
Management Leadership for Tomorrow February 2012 - May 2014
Booz Allen Hamilton July 2010 - July 2013
Booz Allen Hamilton June 2008 - July 2010
U.S. Department of State May 2007 - August 2007
Skills
Business Process..., Strategy, Management Consulting, Business Analysis, Business Process..., Organizational Design, Performance Metrics, Change Management, Program Management, Training Delivery, Project Management, Leadership, Analysis, Data Analysis, Consulting, Process Improvement
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2011 — 2012
Certificate, Enterprise Resource Planning (SAP)
University of Virginia 2004 — 2008
BA, Foreign Affairs
Darryl Torres Darryl Torres's Bank of America Experience 2005 - 2006
Job Global Sourcing and Supply Chain Executive
Industry Consumer Goods
Experience
Ingersoll Rand 2013 - Present
Newell Rubbermaid 2011 - 2013
Newell Rubbermaid 2010 - 2011
Newell Rubbermaid 2006 - 2009
Bank of America 2005 - 2006
Solectron Corporation 2000 - 2004
United States Army 1993 - 2000
Skills
Global Sourcing, Contract Negotiation, Price Negotiation, Team Leadership, Sourcing Strategy, Commodity Strategy, Material Productivity, Supplier Evaluation, Supplier Selection, Value Engineering, Value Stream Mapping, Cost Analysis, Supplier Management, Inventory Management, New Product Introduction, Business Process..., Finished Goods Sourcing, Raw Materials Sourcing, Change Management, Sourcing, Strategic Sourcing, Negotiation, Forecasting, Supply Chain Management, Management, Supply Chain..., Supply Chain, Cross-functional Team..., Cost Benefit, Strategic Planning, Process Improvement, Supply Management, Procurement, Business Strategy, Strategy, Leadership
Education
Duke University - Fuqua School of Business 2002 — 2004
MBA
United States Military Academy at West Point 1989 — 1993
BS
Ingersoll Rand 2013 - Present
Newell Rubbermaid 2011 - 2013
Newell Rubbermaid 2010 - 2011
Newell Rubbermaid 2006 - 2009
Bank of America 2005 - 2006
Solectron Corporation 2000 - 2004
United States Army 1993 - 2000
Skills
Global Sourcing, Contract Negotiation, Price Negotiation, Team Leadership, Sourcing Strategy, Commodity Strategy, Material Productivity, Supplier Evaluation, Supplier Selection, Value Engineering, Value Stream Mapping, Cost Analysis, Supplier Management, Inventory Management, New Product Introduction, Business Process..., Finished Goods Sourcing, Raw Materials Sourcing, Change Management, Sourcing, Strategic Sourcing, Negotiation, Forecasting, Supply Chain Management, Management, Supply Chain..., Supply Chain, Cross-functional Team..., Cost Benefit, Strategic Planning, Process Improvement, Supply Management, Procurement, Business Strategy, Strategy, Leadership
Education
Duke University - Fuqua School of Business 2002 — 2004
MBA
United States Military Academy at West Point 1989 — 1993
BS
Daniel Lieb, Ph.D. Daniel Lieb, Ph.D.'s Bank of America Experience August 2009 - August 2012
Job Analytical Marketing Expert Driving Profitable Customer Relationships by Translating Data into Actionable Strategy
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo August 2012 - July 2013
Bank of America August 2009 - August 2012
Bank of America August 2007 - August 2009
Altera Corporation 1999 - 2001
Oracle Corporation 1998 - 1999
Skills
Marketing Analytics, Consumer Behavior, Decision Modeling, Design of Experiments, Hypothesis Testing, Marketing Strategy, Marketing Mix Modeling, Statistical Modeling, Game Theory, Behavioral Finance, Econometric Modeling, Consumer Behaviour, Business Intelligence, Cross-functional Team..., Database Marketing, Segmentation, Analytics, Credit Cards, SQL, CRM, Data Analysis, E-commerce, Risk Management, Program Management, Business Process, IT Strategy, Predictive Analytics, Predictive Modeling, Time Series Analysis, Analysis, Marketing Research, Management, Forecasting, Integration, Banking, Business Analytics, Email Marketing
Education
Duke University - The Fuqua School of Business 2001 — 2007
Ph.D., Business Administration (Behavioral Economics)
Stanford University 1997 — 1998
M.S., Management Science and Engineering
Wesleyan University 1993 — 1997
B.A., Mathematics
Montclair Kimberley Academy (MKA) 1988 — 1993
High School
Wells Fargo July 2013 - Present
Wells Fargo August 2012 - July 2013
Bank of America August 2009 - August 2012
Bank of America August 2007 - August 2009
Altera Corporation 1999 - 2001
Oracle Corporation 1998 - 1999
Skills
Marketing Analytics, Consumer Behavior, Decision Modeling, Design of Experiments, Hypothesis Testing, Marketing Strategy, Marketing Mix Modeling, Statistical Modeling, Game Theory, Behavioral Finance, Econometric Modeling, Consumer Behaviour, Business Intelligence, Cross-functional Team..., Database Marketing, Segmentation, Analytics, Credit Cards, SQL, CRM, Data Analysis, E-commerce, Risk Management, Program Management, Business Process, IT Strategy, Predictive Analytics, Predictive Modeling, Time Series Analysis, Analysis, Marketing Research, Management, Forecasting, Integration, Banking, Business Analytics, Email Marketing
Education
Duke University - The Fuqua School of Business 2001 — 2007
Ph.D., Business Administration (Behavioral Economics)
Stanford University 1997 — 1998
M.S., Management Science and Engineering
Wesleyan University 1993 — 1997
B.A., Mathematics
Montclair Kimberley Academy (MKA) 1988 — 1993
High School
William Moore's Bank of America Experience November 2011 - October 2012
Job Principal Engineer at Webs
Industry Information Technology and Services
Experience
Webs December 2013 - Present
Perficient July 2004 - December 2013
Guy Carpenter October 2012 - November 2013
Bank of America November 2011 - October 2012
Guy Carpenter September 2011 - December 2011
Northern Trust June 2010 - March 2011
MetLife September 2009 - June 2010
Express Scripts May 2009 - September 2009
MassMutual Financial Group February 2007 - April 2009
Citizens Bank September 2004 - November 2006
Skills
ECM, FileNet, Enterprise Content..., Java, Documentum, Java Enterprise Edition, J2EE, Spring, Business Process..., Documentum xCP, Records Management, Documentum D2, JPA, Websphere, Agile Methodologies, Enterprise Architecture, Web Services, Integration, Oracle, Software Development, Enterprise Software, Scrum, Business Analysis, Business Process, SQL
Education
Duke University 2000 — 2004
B.S., Computer Science
Webs December 2013 - Present
Perficient July 2004 - December 2013
Guy Carpenter October 2012 - November 2013
Bank of America November 2011 - October 2012
Guy Carpenter September 2011 - December 2011
Northern Trust June 2010 - March 2011
MetLife September 2009 - June 2010
Express Scripts May 2009 - September 2009
MassMutual Financial Group February 2007 - April 2009
Citizens Bank September 2004 - November 2006
Skills
ECM, FileNet, Enterprise Content..., Java, Documentum, Java Enterprise Edition, J2EE, Spring, Business Process..., Documentum xCP, Records Management, Documentum D2, JPA, Websphere, Agile Methodologies, Enterprise Architecture, Web Services, Integration, Oracle, Software Development, Enterprise Software, Scrum, Business Analysis, Business Process, SQL
Education
Duke University 2000 — 2004
B.S., Computer Science
Kalipha Ceesay Kalipha Ceesay's Bank of America Experience July 2007 - August 2015
Job Risk Management Consultant at PwC Advisory
Industry Financial Services
Experience
PwC September 2015 - Present
Bank of America July 2007 - August 2015
Skills
Risk Management, Corporate Finance, Derivatives, Structured Finance, Six Sigma, Economics, Stress Testing, Basel I, Basel II, Basel III, Strategy
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
North Carolina Central University 2005 — 2007
Bachelor of Business Administration (BBA)
PwC September 2015 - Present
Bank of America July 2007 - August 2015
Skills
Risk Management, Corporate Finance, Derivatives, Structured Finance, Six Sigma, Economics, Stress Testing, Basel I, Basel II, Basel III, Strategy
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
North Carolina Central University 2005 — 2007
Bachelor of Business Administration (BBA)
James Chambers James Chambers's Bank of America Experience August 2003 - August 2008
Job Product Manager, DuPont Building Innovations (Building Envelope Business)
Industry Marketing and Advertising
Experience
DuPont January 2014 - Present
DuPont January 2012 - December 2013
DuPont July 2010 - December 2011
Duke University - Fuqua School of Business August 2008 - May 2010
DuPont June 2009 - August 2009
Bank of America August 2003 - August 2008
MBNA 2003 - 2004
Skills
Segmentation, Strategy, Competitive Analysis, Cross-functional Team..., Financial Modeling, Leadership, Marketing Communications, Marketing, Business Strategy, Management, Strategic Planning, Business Development, Product Management, Project Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Marketing Strategy, Decision Sciences
Loyola University Maryland 1999 — 2003
BBA, Finance
DuPont January 2014 - Present
DuPont January 2012 - December 2013
DuPont July 2010 - December 2011
Duke University - Fuqua School of Business August 2008 - May 2010
DuPont June 2009 - August 2009
Bank of America August 2003 - August 2008
MBNA 2003 - 2004
Skills
Segmentation, Strategy, Competitive Analysis, Cross-functional Team..., Financial Modeling, Leadership, Marketing Communications, Marketing, Business Strategy, Management, Strategic Planning, Business Development, Product Management, Project Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Marketing Strategy, Decision Sciences
Loyola University Maryland 1999 — 2003
BBA, Finance
Suzanne Scharer's Bank of America Experience June 2012 - August 2012
Job Manager, Strategy & Operations at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
The Ohio State University August 2013 - Present
Deloitte October 2013 - August 2015
Bank of America June 2012 - August 2012
BP August 2010 - June 2011
BP June 2008 - July 2010
BP July 2006 - May 2008
The Ohio State University May 2005 - May 2006
Skills
Sales, Competitive Analysis, Market Analysis, Leadership Development, Strategy, Cross-functional Team..., Project Planning, Management Consulting, Business Strategy, Retail, Marketing Strategy, Negotiation, Demand Forecasting, Annual Planning, Cross Functional..., Customer Experience, Strategic Planning, Relationship Management, B2B Marketing Strategy
Education
Duke University - Fuqua School of Business 2011 — 2013
MBA, Strategy
The Ohio State University 2002 — 2006
BSBA, Marketing
Deloitte August 2015 - Present
The Ohio State University August 2013 - Present
Deloitte October 2013 - August 2015
Bank of America June 2012 - August 2012
BP August 2010 - June 2011
BP June 2008 - July 2010
BP July 2006 - May 2008
The Ohio State University May 2005 - May 2006
Skills
Sales, Competitive Analysis, Market Analysis, Leadership Development, Strategy, Cross-functional Team..., Project Planning, Management Consulting, Business Strategy, Retail, Marketing Strategy, Negotiation, Demand Forecasting, Annual Planning, Cross Functional..., Customer Experience, Strategic Planning, Relationship Management, B2B Marketing Strategy
Education
Duke University - Fuqua School of Business 2011 — 2013
MBA, Strategy
The Ohio State University 2002 — 2006
BSBA, Marketing
Monjya Parker, PMP Monjya Parker, PMP's Bank of America Experience 2006 - 2007
Job Business Relationship Management Executive at Fiserv
Industry Management Consulting
Experience
Fiserv October 2014 - Present
The Bynum Group 2002 - Present
Slalom Consulting August 2013 - November 2014
SunTrust Bank 2007 - 2012
Bank of America 2006 - 2007
Bank of America 2003 - 2006
The Bynum Group 2002 - 2003
Capgemini (formerly Ernst & Young) 1998 - 2002
Deloitte 1997 - 1997
GE Capital 1992 - 1996
Skills
Supplier Management, Business Strategy, Business Transformation, Cross-functional Team..., Program Management, Merger Integration, Process Improvement, Project Management, Risk Management, Financial Services, Six Sigma, Acquisition Integration, PMO, Supply Management, Vendor Management, Business Process..., Change Management, Strategic Planning, Management Consulting, Financial Analysis, Competitive Analysis, Business Analysis, Strategy, Banking, Leadership, Management, Project Portfolio..., Business Planning, Retail Banking, Team Leadership, Coaching, Process Engineering, PMO Development, PMO Design, Capacity Utilization, Strategic Program..., Operations Management, Strategic Consulting, Strategy Execution, Enterprise Portfolio..., DFSS, Green Belt, PMO Services, Cross-functional..., Global Execution, Strategic Roadmaps, Supplier Diversity, Women Owned Business, Minority Business..., Global Initiatives
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University 1988 — 1992
Bachelor of Applied Science (BASc), Business Administration
Fiserv October 2014 - Present
The Bynum Group 2002 - Present
Slalom Consulting August 2013 - November 2014
SunTrust Bank 2007 - 2012
Bank of America 2006 - 2007
Bank of America 2003 - 2006
The Bynum Group 2002 - 2003
Capgemini (formerly Ernst & Young) 1998 - 2002
Deloitte 1997 - 1997
GE Capital 1992 - 1996
Skills
Supplier Management, Business Strategy, Business Transformation, Cross-functional Team..., Program Management, Merger Integration, Process Improvement, Project Management, Risk Management, Financial Services, Six Sigma, Acquisition Integration, PMO, Supply Management, Vendor Management, Business Process..., Change Management, Strategic Planning, Management Consulting, Financial Analysis, Competitive Analysis, Business Analysis, Strategy, Banking, Leadership, Management, Project Portfolio..., Business Planning, Retail Banking, Team Leadership, Coaching, Process Engineering, PMO Development, PMO Design, Capacity Utilization, Strategic Program..., Operations Management, Strategic Consulting, Strategy Execution, Enterprise Portfolio..., DFSS, Green Belt, PMO Services, Cross-functional..., Global Execution, Strategic Roadmaps, Supplier Diversity, Women Owned Business, Minority Business..., Global Initiatives
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University 1988 — 1992
Bachelor of Applied Science (BASc), Business Administration
Johns N. Ellington, CFA's Bank of America Experience May 1993 - August 2000
Job Client Portfolio Strategist at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners September 2015 - Present
BB&T June 2013 - August 2015
BB&T October 2008 - May 2013
BB&T August 2002 - September 2008
Bank of America May 1993 - August 2000
The Washington Consulting Group, Inc March 1989 - May 1990
Triton Corporation June 1986 - February 1989
Skills
Portfolio Management, Asset Allocation, Investment Management, Equities, Investments, Asset Management, Wealth Management, Fixed Income, Financial Services, Corporate Finance, Investment Advisory, Securities, Project Management, Asset Managment, Bloomberg, Valuation, Financial Modeling
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance Specialization
The University of Manchester 1984 — 1985
MA, Economic and Political Development
University of North Carolina at Chapel Hill 1977 — 1981
BA, English
Woodberry Forest School 1974 — 1977
Diploma
Franklin Street Partners September 2015 - Present
BB&T June 2013 - August 2015
BB&T October 2008 - May 2013
BB&T August 2002 - September 2008
Bank of America May 1993 - August 2000
The Washington Consulting Group, Inc March 1989 - May 1990
Triton Corporation June 1986 - February 1989
Skills
Portfolio Management, Asset Allocation, Investment Management, Equities, Investments, Asset Management, Wealth Management, Fixed Income, Financial Services, Corporate Finance, Investment Advisory, Securities, Project Management, Asset Managment, Bloomberg, Valuation, Financial Modeling
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance Specialization
The University of Manchester 1984 — 1985
MA, Economic and Political Development
University of North Carolina at Chapel Hill 1977 — 1981
BA, English
Woodberry Forest School 1974 — 1977
Diploma
David Keltner David Keltner's Bank of America Experience 1992 - 1993
Job CFO at Ferguson Enterprises
Industry Wholesale
Experience
Ferguson Enterprises, Inc. November 2006 - Present
Wolseley 1993 - Present
Wolseley North America November 2006 - July 2009
Stock Building Supply January 1999 - 2006
Erb Lumber, Inc. 1993 - 1998
Bank of America 1992 - 1993
Bank of America 1990 - 1992
Bank of America 1988 - 1990
Bank of America 1987 - 1988
Skills
Forecasting, Strategic Planning, Pricing, Strategy, Sales, Finance, Process Improvement, Management, Business Strategy, Financial Analysis, Budgets, Business Planning, Negotiation, Credit
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance, Marketing
Miami University 1978 — 1983
BS, School of Business- Finance
IMD (International Institute for Management Development) - Business Programs
Professional
Duke Fuqua School of Business
Professional
Ferguson Enterprises, Inc. November 2006 - Present
Wolseley 1993 - Present
Wolseley North America November 2006 - July 2009
Stock Building Supply January 1999 - 2006
Erb Lumber, Inc. 1993 - 1998
Bank of America 1992 - 1993
Bank of America 1990 - 1992
Bank of America 1988 - 1990
Bank of America 1987 - 1988
Skills
Forecasting, Strategic Planning, Pricing, Strategy, Sales, Finance, Process Improvement, Management, Business Strategy, Financial Analysis, Budgets, Business Planning, Negotiation, Credit
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance, Marketing
Miami University 1978 — 1983
BS, School of Business- Finance
IMD (International Institute for Management Development) - Business Programs
Professional
Duke Fuqua School of Business
Professional
Vincent Harris Vincent Harris's Bank of America Experience July 1998 - February 2007
Job President / CEO Harris Holdings & Management
Industry Management Consulting
Experience
Harris Holdings and Management February 2011 - Present
Integrated Capital Strategies August 2009 - January 2011
Wachovia Corporation October 2007 - July 2009
Harris Holdings and Management February 2007 - October 2007
Bank of America July 1998 - February 2007
Law School Admission Council April 1991 - July 1998
RCA Technologies June 1986 - August 1988
Skills
Banking, Risk Management, Credit, Financial Risk, Strategic Planning, Financial Services, Analytics, SAS, Credit Risk, Business Analysis, Six Sigma, Credit Cards, Change Management, Financial Analysis, Business Strategy, Process Improvement, Business Process..., Segmentation, Retail analytics, EMR Analytics, Billing Process..., Leadership, Retail, Analysis, Mergers & Acquisitions, Cross-functional Team..., Strategy, Management, Outsourcing, Vendor Management
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Duke University 1986 — 1990
BA, Mathematics
Ewing High School 1983 — 1986
Diploma, Pre-College
Harris Holdings and Management February 2011 - Present
Integrated Capital Strategies August 2009 - January 2011
Wachovia Corporation October 2007 - July 2009
Harris Holdings and Management February 2007 - October 2007
Bank of America July 1998 - February 2007
Law School Admission Council April 1991 - July 1998
RCA Technologies June 1986 - August 1988
Skills
Banking, Risk Management, Credit, Financial Risk, Strategic Planning, Financial Services, Analytics, SAS, Credit Risk, Business Analysis, Six Sigma, Credit Cards, Change Management, Financial Analysis, Business Strategy, Process Improvement, Business Process..., Segmentation, Retail analytics, EMR Analytics, Billing Process..., Leadership, Retail, Analysis, Mergers & Acquisitions, Cross-functional Team..., Strategy, Management, Outsourcing, Vendor Management
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Duke University 1986 — 1990
BA, Mathematics
Ewing High School 1983 — 1986
Diploma, Pre-College
Rajesh Verma Rajesh Verma's Bank of America Experience September 2014 - February 2015
Job Delivery Manager at Atos
Industry Information Technology and Services
Experience
Atos March 2015 - Present
Bank of America September 2014 - February 2015
Belk November 2013 - June 2014
Infosys April 2010 - October 2013
Infosys technologies ltd October 2005 - May 2009
IBM January 2004 - August 2005
PwC April 2001 - December 2003
Daewoo motors December 1995 - November 2000
Bajaj Auto Ltd June 1991 - December 1995
Skills
SAP ECC MM, SAP CRM, SAP EDWH, SAP, SAP ERP, Materials Management, SAP R/3, ERP, Master Data Management, Integration, Procurement, Solution Architecture, Vendor Management, SAP Implementation, CRM, Business Intelligence, Program Management, Supply Chain Management, ABAP, Business Process, Data Migration, Project Management, Leadership, Cross-functional Team..., Strategy, Change Management, Requirements Analysis, Business Analysis, Management, Software Project..., Consulting, IT Strategy, SDLC, SAP MM, Global Delivery
Education
Duke Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indian Institute of Management, Calcutta 2008 — 2008
SMP (Senior Management Program), General Management
APICS 2006 — 2006
CSCP, Supply Chain
Motilal Nehru National Institute Of Technology 1987 — 1991
Bachelor of Technology, Mechanical engineering
Atos March 2015 - Present
Bank of America September 2014 - February 2015
Belk November 2013 - June 2014
Infosys April 2010 - October 2013
Infosys technologies ltd October 2005 - May 2009
IBM January 2004 - August 2005
PwC April 2001 - December 2003
Daewoo motors December 1995 - November 2000
Bajaj Auto Ltd June 1991 - December 1995
Skills
SAP ECC MM, SAP CRM, SAP EDWH, SAP, SAP ERP, Materials Management, SAP R/3, ERP, Master Data Management, Integration, Procurement, Solution Architecture, Vendor Management, SAP Implementation, CRM, Business Intelligence, Program Management, Supply Chain Management, ABAP, Business Process, Data Migration, Project Management, Leadership, Cross-functional Team..., Strategy, Change Management, Requirements Analysis, Business Analysis, Management, Software Project..., Consulting, IT Strategy, SDLC, SAP MM, Global Delivery
Education
Duke Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indian Institute of Management, Calcutta 2008 — 2008
SMP (Senior Management Program), General Management
APICS 2006 — 2006
CSCP, Supply Chain
Motilal Nehru National Institute Of Technology 1987 — 1991
Bachelor of Technology, Mechanical engineering
Aman Aggarwal Aman Aggarwal's Bank of America Experience July 2001 - July 2006
Job Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Jonathan Chen Jonathan Chen's Bank of America Experience April 2006 - February 2008
Job Senior Growth Manager at FiveStars
Industry Internet
Experience
FiveStars February 2015 - Present
TellApart (acquired by Twitter) June 2014 - January 2015
Freshplum (acquired by TellApart) August 2012 - May 2014
American Express May 2011 - August 2011
YEC, Inc. February 2008 - May 2010
Bank of America April 2006 - February 2008
Skills
Strategy, Competitive Analysis, Marketing, Start-ups, Sales Management, Business Development, E-commerce, Lead Generation, CRM, Digital Media, SaaS, B2B, Sales
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Decision Science and Strategy
Rutgers, The State University of New Jersey-New Brunswick
BA, Philosophy
FiveStars February 2015 - Present
TellApart (acquired by Twitter) June 2014 - January 2015
Freshplum (acquired by TellApart) August 2012 - May 2014
American Express May 2011 - August 2011
YEC, Inc. February 2008 - May 2010
Bank of America April 2006 - February 2008
Skills
Strategy, Competitive Analysis, Marketing, Start-ups, Sales Management, Business Development, E-commerce, Lead Generation, CRM, Digital Media, SaaS, B2B, Sales
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Decision Science and Strategy
Rutgers, The State University of New Jersey-New Brunswick
BA, Philosophy
B. Eadie Ferretti B. Eadie Ferretti's Bank of America Experience April 2011 - May 2012
Job Strategic Initiatives Office Executive at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services November 2012 - Present
Bank of America April 2011 - May 2012
Bank of America October 2008 - December 2010
Bank of America January 2007 - October 2008
Bank of America October 2003 - December 2006
Bank of America July 2002 - October 2003
Bank of America October 1997 - October 2003
Bank of America April 1993 - October 1998
Bank of America October 1989 - May 1992
Bank of America August 1984 - September 1989
Skills
Human Resources, Operational Risk, HR Consulting, Organizational..., Program Management, Supply Chain Management
Education
Duke Fuqua School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance and Accounting
Wellesley College 1976 — 1980
Bachelor of Arts (B.A.), French Language and Literature
PNC Financial Services November 2012 - Present
Bank of America April 2011 - May 2012
Bank of America October 2008 - December 2010
Bank of America January 2007 - October 2008
Bank of America October 2003 - December 2006
Bank of America July 2002 - October 2003
Bank of America October 1997 - October 2003
Bank of America April 1993 - October 1998
Bank of America October 1989 - May 1992
Bank of America August 1984 - September 1989
Skills
Human Resources, Operational Risk, HR Consulting, Organizational..., Program Management, Supply Chain Management
Education
Duke Fuqua School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance and Accounting
Wellesley College 1976 — 1980
Bachelor of Arts (B.A.), French Language and Literature
Grace Baltusnik Grace Baltusnik's Bank of America Experience February 2010 - September 2012
Job SVP, Operational Risk Management Executive Consumer Lending at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Capital One July 2012 - April 2014
Bank of America February 2010 - September 2012
Bank of America August 2007 - January 2010
Bank of America 2002 - 2004
Bank of America June 1996 - March 2000
Bankers Trust June 1992 - June 1994
Goldman Sachs June 1983 - June 1992
Skills
Analysis, Data Integration, Operational Risk..., Operational Risk, Risk, Strategy Development, Strategic Planning, Communications, Compliance, Risk Management, Process Improvement, Credit Cards, Management, Strategy, Analytics, Banking, Portfolio Management, Financial Risk, Loans, Financial Services, Finance, Credit, Credit Risk, Investment Banking, Internal Audit, Leadership, Financial Analysis, Commercial Banking, Basel II, Leadership Development, Retail Banking, Executive Management, Mortgage Lending
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Finance
Wells Fargo April 2014 - Present
Capital One July 2012 - April 2014
Bank of America February 2010 - September 2012
Bank of America August 2007 - January 2010
Bank of America 2002 - 2004
Bank of America June 1996 - March 2000
Bankers Trust June 1992 - June 1994
Goldman Sachs June 1983 - June 1992
Skills
Analysis, Data Integration, Operational Risk..., Operational Risk, Risk, Strategy Development, Strategic Planning, Communications, Compliance, Risk Management, Process Improvement, Credit Cards, Management, Strategy, Analytics, Banking, Portfolio Management, Financial Risk, Loans, Financial Services, Finance, Credit, Credit Risk, Investment Banking, Internal Audit, Leadership, Financial Analysis, Commercial Banking, Basel II, Leadership Development, Retail Banking, Executive Management, Mortgage Lending
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Finance
Bruce Jobe Bruce Jobe's Bank of America Experience November 2010 - March 2015
Job Vice President, Bankruptcy Operations at Resurgent Capital Services
Industry Banking
Experience
Resurgent Capital Services March 2015 - Present
Bank of America November 2010 - March 2015
Bank of America July 2007 - October 2010
GENWORTH MORTGAGE INSURANCE CORPORATION May 2006 - July 2007
GENWORTH MORTGAGE INSURANCE CORPORATION December 2004 - April 2006
GE MORTGAGE INSURANCE CORPORATION July 2003 - November 2004
GE MORTGAGE INSURANCE CORPORATION July 2002 - June 2003
GE Mortgage Insurance Corp June 2001 - June 2002
GE Mortgage Insurance Corp May 2000 - May 2001
GE Mortgage Insurance Corp June 1999 - April 2000
Skills
Risk Management, Process Improvement, Leadership, Banking, Management, Financial Services, Mortgage Lending, Strategy, Portfolio Management
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA, General Management
Oxford University 1988 — 1990
MA, Philosophy, Politics, and Economics
United States Naval Academy 1984 — 1988
BS, Mathematics with distinction
Resurgent Capital Services March 2015 - Present
Bank of America November 2010 - March 2015
Bank of America July 2007 - October 2010
GENWORTH MORTGAGE INSURANCE CORPORATION May 2006 - July 2007
GENWORTH MORTGAGE INSURANCE CORPORATION December 2004 - April 2006
GE MORTGAGE INSURANCE CORPORATION July 2003 - November 2004
GE MORTGAGE INSURANCE CORPORATION July 2002 - June 2003
GE Mortgage Insurance Corp June 2001 - June 2002
GE Mortgage Insurance Corp May 2000 - May 2001
GE Mortgage Insurance Corp June 1999 - April 2000
Skills
Risk Management, Process Improvement, Leadership, Banking, Management, Financial Services, Mortgage Lending, Strategy, Portfolio Management
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA, General Management
Oxford University 1988 — 1990
MA, Philosophy, Politics, and Economics
United States Naval Academy 1984 — 1988
BS, Mathematics with distinction
Darryl Gilliam, CPA's Bank of America Experience May 2003 - September 2003
Job President at Gem City Financial Services
Industry Accounting
Experience
Gem City Financial Services May 2009 - Present
Deloitte Consulting January 2008 - April 2009
America Online January 2006 - April 2007
Freddie Mac January 2005 - January 2006
Bank of America May 2003 - September 2003
AT&T Mobility January 1999 - September 2002
NCR Corporation May 1995 - January 1999
Skills
Accounting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Process Improvement, Business Strategy, Due Diligence, Business Process..., Strategic Financial..., Business Analysis, Strategy, Strategic Planning, Risk Management, Corporate Finance, Team Leadership, Finance, Management, Program Management, Business Planning, Managerial Finance, Auditing, Forecasting, Management Consulting, Valuation, Mergers
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, General Management
University of Cincinnati College of Business 1990 — 1994
BBA, Accounting & Finance
Trotwood Madison 1986 — 1990
Diploma
Gem City Financial Services May 2009 - Present
Deloitte Consulting January 2008 - April 2009
America Online January 2006 - April 2007
Freddie Mac January 2005 - January 2006
Bank of America May 2003 - September 2003
AT&T Mobility January 1999 - September 2002
NCR Corporation May 1995 - January 1999
Skills
Accounting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Process Improvement, Business Strategy, Due Diligence, Business Process..., Strategic Financial..., Business Analysis, Strategy, Strategic Planning, Risk Management, Corporate Finance, Team Leadership, Finance, Management, Program Management, Business Planning, Managerial Finance, Auditing, Forecasting, Management Consulting, Valuation, Mergers
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, General Management
University of Cincinnati College of Business 1990 — 1994
BBA, Accounting & Finance
Trotwood Madison 1986 — 1990
Diploma
Srini Ganapathy Srini Ganapathy's Bank of America Experience March 2015 - Present
Job Senior Vice President, Customer Care Analytics & Insights at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America October 2013 - Present
Bank of America September 2010 - October 2013
Bank of America December 2009 - August 2010
Bank of America December 2008 - December 2009
Bank of America April 2008 - December 2008
Bank of America March 2007 - April 2008
Microsoft January 1998 - January 2007
Intel Corporation January 1997 - January 1998
Ramco Systems June 1995 - June 1997
Skills
Retail Banking, Analytics, Segmentation, Strategy, Program Management, Management, Business Process Design, Vendor Management
Education
Duke University - The Fuqua School of Business 2005 — 2006
Master of Business Administration (MBA), Marketing and Finance
UNIVERSITY OF MADRAS, Loyola College 1993 — 1995
Master of Science, Statistics
UNIVERSITY of MADRAS, Madras Christian College 1990 — 1993
Bachelor of Science (B.Sc.), Statistics
RKM Higher Secondary School, Chennai 17 1983 — 1990
Bank of America March 2015 - Present
Bank of America October 2013 - Present
Bank of America September 2010 - October 2013
Bank of America December 2009 - August 2010
Bank of America December 2008 - December 2009
Bank of America April 2008 - December 2008
Bank of America March 2007 - April 2008
Microsoft January 1998 - January 2007
Intel Corporation January 1997 - January 1998
Ramco Systems June 1995 - June 1997
Skills
Retail Banking, Analytics, Segmentation, Strategy, Program Management, Management, Business Process Design, Vendor Management
Education
Duke University - The Fuqua School of Business 2005 — 2006
Master of Business Administration (MBA), Marketing and Finance
UNIVERSITY OF MADRAS, Loyola College 1993 — 1995
Master of Science, Statistics
UNIVERSITY of MADRAS, Madras Christian College 1990 — 1993
Bachelor of Science (B.Sc.), Statistics
RKM Higher Secondary School, Chennai 17 1983 — 1990
Christian Cosner Christian Cosner's Bank of America Experience June 2013 - Present
Job Assistant Vice President, Operations MBA at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Kinder Morgan July 2009 - June 2013
Hart Marcellus Energy Conference 2012 - 2012
Kinder Morgan June 2008 - July 2009
US Army November 2007 - June 2008
US Army February 2006 - November 2007
US Army February 2005 - February 2006
US Army June 2004 - February 2005
US Army October 2003 - June 2004
US Army December 2002 - October 2003
Skills
Project Management, Operations Management, Planning, International Relations, Quantitative Analysis, International Business, Government, Logistics, International..., Cost Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Decision Analysis, Statistical Modeling, Business Transformation, Qualitative Research, Economics, Economic Development, International Economics, Change Management, Operational Excellence, Project Planning, Management, Training, Security Clearance, Army, Command, Analysis, Military, Operational Planning, DoD, Leadership, Quantitative Analytics, Strategy, Organizational..., Military Operations, Budgets
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Business Administration, Business Administration
United States Military Academy at West Point 1996 — 2000
Bachelors of Science, International Relations
Bank of America June 2013 - Present
Kinder Morgan July 2009 - June 2013
Hart Marcellus Energy Conference 2012 - 2012
Kinder Morgan June 2008 - July 2009
US Army November 2007 - June 2008
US Army February 2006 - November 2007
US Army February 2005 - February 2006
US Army June 2004 - February 2005
US Army October 2003 - June 2004
US Army December 2002 - October 2003
Skills
Project Management, Operations Management, Planning, International Relations, Quantitative Analysis, International Business, Government, Logistics, International..., Cost Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Decision Analysis, Statistical Modeling, Business Transformation, Qualitative Research, Economics, Economic Development, International Economics, Change Management, Operational Excellence, Project Planning, Management, Training, Security Clearance, Army, Command, Analysis, Military, Operational Planning, DoD, Leadership, Quantitative Analytics, Strategy, Organizational..., Military Operations, Budgets
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Business Administration, Business Administration
United States Military Academy at West Point 1996 — 2000
Bachelors of Science, International Relations
Chris Pendergrast Chris Pendergrast's Bank of America Experience September 2006 - March 2010
Job Head of Organization Effectiveness at TIAACREF
Industry Human Resources
Experience
TIAA-CREF August 2014 - Present
Belk September 2011 - August 2014
Booz Allen Hamilton March 2010 - September 2011
Bank of America September 2006 - March 2010
Goodrich Corp 2000 - September 2006
Skills
Performance Management, Succession Planning, HRIS, Talent Management, Human Resources, Personnel Management, Leadership Development, Onboarding, Change Management, Leadership, Management, Strategy, Coaching, Program Management, Process Improvement
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Business
William & Mary 1993 — 1997
BS, Psychology
TIAA-CREF August 2014 - Present
Belk September 2011 - August 2014
Booz Allen Hamilton March 2010 - September 2011
Bank of America September 2006 - March 2010
Goodrich Corp 2000 - September 2006
Skills
Performance Management, Succession Planning, HRIS, Talent Management, Human Resources, Personnel Management, Leadership Development, Onboarding, Change Management, Leadership, Management, Strategy, Coaching, Program Management, Process Improvement
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Business
William & Mary 1993 — 1997
BS, Psychology
Bryan Alli's Bank of America Experience November 2011 - February 2013
Job Principal Consultant at Candid Partners
Industry Management Consulting
Experience
Candid Partners April 2015 - Present
Center for the Visually Impaired 2011 - Present
American International Group March 2013 - March 2015
Bank of America November 2011 - February 2013
Bank of America January 2009 - November 2011
Bank of America January 2005 - December 2008
Capgemini Consulting October 2000 - February 2002
Ernst & Young June 1998 - September 2000
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA), Business/Commerce, General
Florida State University - College of Business 1989 — 1993
Finance and Multi-National Business, Business Administration and Management, General
Candid Partners April 2015 - Present
Center for the Visually Impaired 2011 - Present
American International Group March 2013 - March 2015
Bank of America November 2011 - February 2013
Bank of America January 2009 - November 2011
Bank of America January 2005 - December 2008
Capgemini Consulting October 2000 - February 2002
Ernst & Young June 1998 - September 2000
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA), Business/Commerce, General
Florida State University - College of Business 1989 — 1993
Finance and Multi-National Business, Business Administration and Management, General
Kathy McDonough Kathy McDonough's Bank of America Experience VP; Project ManagerJP Morgan Chase1996 - 2003
Job Director at Bank of America
Industry Banking
Experience
Bank of America VP; Project ManagerJP Morgan Chase1996 - 2003
Education
Duke University - The Fuqua School of Business 2001 — 2002
Master of Business Administration (M.B.A.)
University of Florida
Japanese Language & Literature
Bank of America VP; Project ManagerJP Morgan Chase1996 - 2003
Education
Duke University - The Fuqua School of Business 2001 — 2002
Master of Business Administration (M.B.A.)
University of Florida
Japanese Language & Literature
Andres Jokisch Andres Jokisch's Bank of America Experience June 2003 - August 2003
Job Mechanical at CSX
Industry Transportation/Trucking/Railroad
Experience
CSX August 2013 - Present
CSX January 2011 - Present
CSX July 2004 - December 2010
Bank of America June 2003 - August 2003
ABB June 1998 - April 2002
Skills
Supply Chain Management, Operations Management, Six Sigma, Process Improvement, Transportation, Program Management, Logistics, Rail, Kaizen, Cross-functional Team..., Leadership, Project Planning, Strategic Planning, Lean Manufacturing, Project Management, Engineering, Supply Chain, Engineering Management, Business Process..., Continuous Improvement, Business Analysis, Analysis, Financial Analysis, Data Analysis, Logistics Management, Business Strategy, Change Management, Budgets, Team Leadership, Management, Operational Excellence, Railway, Process Engineering, Strategy, Manufacturing
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
North Carolina State University 1993 — 1998
BS
CSX August 2013 - Present
CSX January 2011 - Present
CSX July 2004 - December 2010
Bank of America June 2003 - August 2003
ABB June 1998 - April 2002
Skills
Supply Chain Management, Operations Management, Six Sigma, Process Improvement, Transportation, Program Management, Logistics, Rail, Kaizen, Cross-functional Team..., Leadership, Project Planning, Strategic Planning, Lean Manufacturing, Project Management, Engineering, Supply Chain, Engineering Management, Business Process..., Continuous Improvement, Business Analysis, Analysis, Financial Analysis, Data Analysis, Logistics Management, Business Strategy, Change Management, Budgets, Team Leadership, Management, Operational Excellence, Railway, Process Engineering, Strategy, Manufacturing
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
North Carolina State University 1993 — 1998
BS
Yiming Sun Yiming Sun's Bank of America Experience September 2014 - November 2014
Job Duke University
Industry Financial Services
Experience
Bank of America September 2014 - November 2014
Guotai Junan Securities Co., Ltd June 2014 - August 2014
Deloitte China June 2013 - September 2013
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Macroeconomics, Investments, Asset management
Education
Duke University 2015 — 2017
M.A. in Economics, Economics
Shanghai University of Finance and Economics 2011 — 2015
Bachelor of Economics, Banking and International Finance
Bank of America September 2014 - November 2014
Guotai Junan Securities Co., Ltd June 2014 - August 2014
Deloitte China June 2013 - September 2013
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Macroeconomics, Investments, Asset management
Education
Duke University 2015 — 2017
M.A. in Economics, Economics
Shanghai University of Finance and Economics 2011 — 2015
Bachelor of Economics, Banking and International Finance
Paige Wolf Swofford Paige Wolf Swofford's Bank of America Experience July 2014 - July 2015
Job MEM/MBA Candidate at Duke University
Industry Renewables & Environment
Experience
Bank of America July 2014 - July 2015
Bank of America February 2013 - July 2014
Bank of America June 2011 - February 2013
Bank of America June 2010 - August 2010
Skills
Leadership, Strategy, Operations Management, Data Analysis, Banking, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Training, Analysis, Business Analysis, Project Management, Six Sigma
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (MBA)
Duke University Nicholas School of the Environment 2015 — 2018
Master of Environmental Management
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America July 2014 - July 2015
Bank of America February 2013 - July 2014
Bank of America June 2011 - February 2013
Bank of America June 2010 - August 2010
Skills
Leadership, Strategy, Operations Management, Data Analysis, Banking, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Training, Analysis, Business Analysis, Project Management, Six Sigma
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (MBA)
Duke University Nicholas School of the Environment 2015 — 2018
Master of Environmental Management
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Barbara Coffey Barbara Coffey's Bank of America Experience 1999 - 1999
Job Analyst Bloomberg
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Cheryl Maddox Cheryl Maddox's Bank of America Experience June 2003 - January 2005
Job Financial Planning Associate at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2012 - Present
Southern Evangelical Seminary January 2005 - February 2012
Bank of America June 2003 - January 2005
Bank of America 1991 - 1997
Eastman Chemical Company 1987 - 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
North Carolina Agricultural and Technical State University 1983 — 1987
Bachelor's Degree
Ronald Blue & Co. February 2012 - Present
Southern Evangelical Seminary January 2005 - February 2012
Bank of America June 2003 - January 2005
Bank of America 1991 - 1997
Eastman Chemical Company 1987 - 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
North Carolina Agricultural and Technical State University 1983 — 1987
Bachelor's Degree
Joe Smilari, MBA's Bank of America Experience February 2015 - Present
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
VIP Sports & Entertainment 2013 - 2014
The Washington Redskins 2010 - 2013
The Washington Redskins 2007 - 2010
The Washington Redskins 2006 - 2007
L-3 Titan 2005 - 2006
Octagon 2004 - 2005
Skills
Financial Analysis, Budgeting, Forecasting, Excel, Microsoft Office, Financial Modeling, P&L Management, Strategic Planning, Market Analysis, Cash Flow Management, Customer Relations, Event Management, Budgets, Customer Service, Analysis, Leadership, Microsoft Excel, Finance, Marketing, Financial Reporting, Management, Cash Flow, Event Planning, Social Media Marketing
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Marymount University 2000 — 2004
Bachelors, Finance
James Madison University 2003 — 2003
Bachelors, International Studies
Paul VI High School
Bank of America February 2015 - Present
VIP Sports & Entertainment 2013 - 2014
The Washington Redskins 2010 - 2013
The Washington Redskins 2007 - 2010
The Washington Redskins 2006 - 2007
L-3 Titan 2005 - 2006
Octagon 2004 - 2005
Skills
Financial Analysis, Budgeting, Forecasting, Excel, Microsoft Office, Financial Modeling, P&L Management, Strategic Planning, Market Analysis, Cash Flow Management, Customer Relations, Event Management, Budgets, Customer Service, Analysis, Leadership, Microsoft Excel, Finance, Marketing, Financial Reporting, Management, Cash Flow, Event Planning, Social Media Marketing
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Marymount University 2000 — 2004
Bachelors, Finance
James Madison University 2003 — 2003
Bachelors, International Studies
Paul VI High School
Coraetta Smith Coraetta Smith's Bank of America Experience April 1982 - December 1989
Job Director, IT Global Applications Delivery
Industry Information Technology and Services
Experience
Adobe Systems November 2009 - April 2014
Adobe Systems Incorporated October 2007 - November 2009
Adobe June 2006 - September 2007
Adobe May 2005 - June 2006
Spire Systems November 2004 - May 2005
Fujitsu Services September 1999 - October 2004
Dialog Information Technology January 1996 - September 1999
Roche January 1990 - December 1995
Bank of America April 1982 - December 1989
Skills
Enterprise Software, SAP, Vendor Management, SaaS, Recruiting, Requirements Analysis, Management, Infrastructure, Outsourcing, Business Process..., Business Process, Analysis, Strategic Planning, Integration, Process Improvement, Sales Enablement, Business Intelligence, Program Management, Software Project..., Project Planning, Cloud Computing, ERP, E-commerce, Quality Assurance, Cross-functional Team..., Team Leadership, Agile Project Management, Project Management, Business Analysis, Strategy, Data Center, Budgets, Salesforce.com, Talent Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Global Executive
Adobe Systems November 2009 - April 2014
Adobe Systems Incorporated October 2007 - November 2009
Adobe June 2006 - September 2007
Adobe May 2005 - June 2006
Spire Systems November 2004 - May 2005
Fujitsu Services September 1999 - October 2004
Dialog Information Technology January 1996 - September 1999
Roche January 1990 - December 1995
Bank of America April 1982 - December 1989
Skills
Enterprise Software, SAP, Vendor Management, SaaS, Recruiting, Requirements Analysis, Management, Infrastructure, Outsourcing, Business Process..., Business Process, Analysis, Strategic Planning, Integration, Process Improvement, Sales Enablement, Business Intelligence, Program Management, Software Project..., Project Planning, Cloud Computing, ERP, E-commerce, Quality Assurance, Cross-functional Team..., Team Leadership, Agile Project Management, Project Management, Business Analysis, Strategy, Data Center, Budgets, Salesforce.com, Talent Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Global Executive
Eric Barbour Eric Barbour's Bank of America Experience 1992 - 1996
Job Vice President I Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
Abhilash Raveendran Abhilash Raveendran's Bank of America Experience July 2013 - Present
Job Financial Services
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America October 2010 - June 2013
Frontier Housing, Inc. May 2009 - July 2009
UST Global, Aliso Viejo, CA January 2001 - July 2008
Skills
Marketing Strategy, Product Segmentation, Competitive Analysis, Consumer Behaviour, Pricing Strategy, Financial Modeling, Business Analysis, Strategy, Business Planning, CRM, Valuation, Leadership, E-commerce, Financial Analysis, Finance, Change Management, Analysis, Pricing, Banking, Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
Full-Time MBA, Finance, Strategy
Mahatma Gandhi University
BTech, Electronics and Communication Engineering, Honors- Distinction
SN Public School, Kollam
AISSCE, CBSE, Honors - Distinction
Bank of America July 2013 - Present
Bank of America October 2010 - June 2013
Frontier Housing, Inc. May 2009 - July 2009
UST Global, Aliso Viejo, CA January 2001 - July 2008
Skills
Marketing Strategy, Product Segmentation, Competitive Analysis, Consumer Behaviour, Pricing Strategy, Financial Modeling, Business Analysis, Strategy, Business Planning, CRM, Valuation, Leadership, E-commerce, Financial Analysis, Finance, Change Management, Analysis, Pricing, Banking, Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
Full-Time MBA, Finance, Strategy
Mahatma Gandhi University
BTech, Electronics and Communication Engineering, Honors- Distinction
SN Public School, Kollam
AISSCE, CBSE, Honors - Distinction
Bo Thomas's Bank of America Experience June 2011 - August 2011
Job HR Manager at Amazon.com
Industry Retail
Experience
Amazon.com August 2013 - Present
Amazon.com August 2011 - July 2013
Bank of America June 2011 - August 2011
Fuqua School of Business August 2009 - May 2011
AutoZone May 2010 - August 2010
HHT, 2nd Squadron, 14th U.S. Cavalry (Stryker) February 2008 - July 2009
HHT, 2nd Squadron, 14th U.S. Cavalry (Stryker) December 2006 - February 2008
B Troop, 5th Squadron, 14th U.S. Cavalry (Stryker) November 2005 - December 2006
B Troop, 5th Squadron, 14th U.S. Cavalry August 2005 - November 2005
3rd Squadron, 4th U.S. Cavalry (Air Cavalry) January 2005 - August 2005
Skills
Six Sigma, Strategy, Project Management, Competitive Analysis, Management, Corporate Finance, Administration, Kaizen, Systems Engineering, Business Intelligence, Applicant Tracking..., Amazon Web Services..., Operations Management, Team Leadership, Training, Analytics, Strategic Planning, Cross-functional Team..., Process Improvement, Program Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Corporate Finance, Entreprenuership
United States Military Academy at West Point 2000 — 2004
BS, Economics, Systems Engineering
Amazon.com August 2013 - Present
Amazon.com August 2011 - July 2013
Bank of America June 2011 - August 2011
Fuqua School of Business August 2009 - May 2011
AutoZone May 2010 - August 2010
HHT, 2nd Squadron, 14th U.S. Cavalry (Stryker) February 2008 - July 2009
HHT, 2nd Squadron, 14th U.S. Cavalry (Stryker) December 2006 - February 2008
B Troop, 5th Squadron, 14th U.S. Cavalry (Stryker) November 2005 - December 2006
B Troop, 5th Squadron, 14th U.S. Cavalry August 2005 - November 2005
3rd Squadron, 4th U.S. Cavalry (Air Cavalry) January 2005 - August 2005
Skills
Six Sigma, Strategy, Project Management, Competitive Analysis, Management, Corporate Finance, Administration, Kaizen, Systems Engineering, Business Intelligence, Applicant Tracking..., Amazon Web Services..., Operations Management, Team Leadership, Training, Analytics, Strategic Planning, Cross-functional Team..., Process Improvement, Program Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Corporate Finance, Entreprenuership
United States Military Academy at West Point 2000 — 2004
BS, Economics, Systems Engineering
Raj Kadumpalli Raj Kadumpalli's Bank of America Experience 2011 - 2011
Job Global Business Leader & Change Consultant; Best Practices, COE Models, Profit/Sales Expansion, Technology Innovation
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Bank of America 2011 - 2011
EMC 2007 - 2010
JP Morgan Invest July 2004 - July 2006
Pfizer Inc 2001 - 2004
Sun/iPlanet Professional Services 1999 - 2001
Phoenix Home Life Insurance 1999 - 1999
Skills
SDLC, IT Strategy, Business Analysis, Program Management, Cross-functional Team..., Vendor Management, Project Management, Business Intelligence, Software Project..., Enterprise Architecture, PMP, Process Improvement, Operating Systems, Solaris, Linux, Windows, VMWare, OOAD, OOP, Rational Unified..., UML, Agile, Oracle, SQL, Open Finance Exchange, Java Script, HTML, XSL, UDDI, SOAP, XML, DHTML, WSDL, Programming Languages /..., Enterprise Management..., Web/Application Service, Business Services, Agile Methodologies, Distributed Team..., Enterprise Software, Team Leadership, Team Building, Team Management
Education
Duke University - The Fuqua School of Business 2011 — 2012
MBA, Strategy
Harvard University 2006 — 2006
Certification, Project Management; Global Corporate Entrepreneurship
Long Island University, Brooklyn Campus 1997 — 1999
M.S, Computer Science
TIAA-CREF 2011 - Present
Bank of America 2011 - 2011
EMC 2007 - 2010
JP Morgan Invest July 2004 - July 2006
Pfizer Inc 2001 - 2004
Sun/iPlanet Professional Services 1999 - 2001
Phoenix Home Life Insurance 1999 - 1999
Skills
SDLC, IT Strategy, Business Analysis, Program Management, Cross-functional Team..., Vendor Management, Project Management, Business Intelligence, Software Project..., Enterprise Architecture, PMP, Process Improvement, Operating Systems, Solaris, Linux, Windows, VMWare, OOAD, OOP, Rational Unified..., UML, Agile, Oracle, SQL, Open Finance Exchange, Java Script, HTML, XSL, UDDI, SOAP, XML, DHTML, WSDL, Programming Languages /..., Enterprise Management..., Web/Application Service, Business Services, Agile Methodologies, Distributed Team..., Enterprise Software, Team Leadership, Team Building, Team Management
Education
Duke University - The Fuqua School of Business 2011 — 2012
MBA, Strategy
Harvard University 2006 — 2006
Certification, Project Management; Global Corporate Entrepreneurship
Long Island University, Brooklyn Campus 1997 — 1999
M.S, Computer Science
Todd Trivett, MBA, PMP, PSEM Todd Trivett, MBA, PMP, PSEM's Bank of America Experience 1985 - 1987
Job IT Litigation Consultant / Expert Witness
Industry Legal Services
Experience
DisputeSoft November 2005 - Present
Applied Sciences and Management (ASM) June 2000 - Present
Independent Inquiry into the United Nations Oil-for-Food Programme July 2004 - November 2005
Cerner Corporation January 2002 - December 2002
Atos Origin March 1995 - June 2000
Price Waterhouse May 1987 - March 1995
Bank of America 1985 - 1987
Skills
Expert Witness, Software Project..., Software Engineering, Copyright Litigation, RFP, PMP, CSDP, Abstraction Filtration, Software Failure..., Forensic Investigations, Computer Security, Computer Forensics, Forensic Analysis, Software, Program Management, Process Improvement, MS Project, Project Management, Certified Project..., Business Process, Leadership, Software Testing Life..., PMO, Surety Bonds, Agile Methodologies, Analysis, Information Technology, Management, Fraud, Governance, Software Development, Consulting, Security, Project Portfolio..., Analytics, Microsoft Project
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
North Carolina State University 1982 — 1986
BA, Economics
DisputeSoft November 2005 - Present
Applied Sciences and Management (ASM) June 2000 - Present
Independent Inquiry into the United Nations Oil-for-Food Programme July 2004 - November 2005
Cerner Corporation January 2002 - December 2002
Atos Origin March 1995 - June 2000
Price Waterhouse May 1987 - March 1995
Bank of America 1985 - 1987
Skills
Expert Witness, Software Project..., Software Engineering, Copyright Litigation, RFP, PMP, CSDP, Abstraction Filtration, Software Failure..., Forensic Investigations, Computer Security, Computer Forensics, Forensic Analysis, Software, Program Management, Process Improvement, MS Project, Project Management, Certified Project..., Business Process, Leadership, Software Testing Life..., PMO, Surety Bonds, Agile Methodologies, Analysis, Information Technology, Management, Fraud, Governance, Software Development, Consulting, Security, Project Portfolio..., Analytics, Microsoft Project
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
North Carolina State University 1982 — 1986
BA, Economics
Jessica Gentilli Jessica Gentilli's Bank of America Experience February 2014 - Present
Job Process Design Consultant at Bank of America
Industry Banking
Experience
Bank of America February 2014 - Present
Skills
Strategic Planning, Change Management, Customer Experience, Business Strategy, Cross-functional Team..., Banking, Performance Reporting, Performance Management, Performance Improvement, Sales Process..., Sales Process...
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Hamilton College 1997 — 2001
BA
Bank of America February 2014 - Present
Skills
Strategic Planning, Change Management, Customer Experience, Business Strategy, Cross-functional Team..., Banking, Performance Reporting, Performance Management, Performance Improvement, Sales Process..., Sales Process...
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Hamilton College 1997 — 2001
BA
Jay Shroff Jay Shroff's Bank of America Experience January 2006 - June 2010
Job Investment Banking Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2012 - Present
Duke University - The Fuqua School of Business August 2010 - May 2012
Credit Suisse June 2011 - August 2011
Bank of America January 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Business Strategy, Private Equity, Investments, Strategic Planning, Investment Banking, Competitive Analysis, Strategy, Capital Markets, Equities, Bloomberg, Due Diligence, Emerging Markets, Credit
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
Texas A&M University 2002 — 2005
Bachelor of Business Administration, Finance
Jai Hind College 1999 — 2001
Greenlawns High School
Credit Suisse July 2012 - Present
Duke University - The Fuqua School of Business August 2010 - May 2012
Credit Suisse June 2011 - August 2011
Bank of America January 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Business Strategy, Private Equity, Investments, Strategic Planning, Investment Banking, Competitive Analysis, Strategy, Capital Markets, Equities, Bloomberg, Due Diligence, Emerging Markets, Credit
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
Texas A&M University 2002 — 2005
Bachelor of Business Administration, Finance
Jai Hind College 1999 — 2001
Greenlawns High School
Cameron Taylor Cameron Taylor's Bank of America Experience October 2004 - May 2006
Job Product Strategy, Wealth & Retirement Administration at SunGard
Industry Financial Services
Experience
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
Kiyanda Peterson's Bank of America Experience March 2014 - Present
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Intel Corporation December 2012 - March 2014
Intel June 2011 - December 2012
Trademark Properties, Inc. June 2010 - August 2011
Solid Source Realty, INC March 2009 - August 2009
Lock and Key Realty, LLC February 2007 - August 2009
Nortel Networks January 2004 - August 2008
Skills
Resource Allocation, Microstrategy, Excel, Market Analysis, Analysis, Real Estate, Valuation, Microsoft Excel, Market Research, Access, Management, Finance, Project Management, Mergers & Acquisitions, Cross-functional Team..., Investments, Budgets, Financial Modeling, Leadership, Process Improvement, Strategic Planning
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance, Real Estate
University of the Witwatersrand 2011 — 2011
MASTER, BUSINESS ADMINISTRATION
North Carolina State University - College of Management 1999 — 2003
Business Management, Information Systems
Bank of America March 2014 - Present
Intel Corporation December 2012 - March 2014
Intel June 2011 - December 2012
Trademark Properties, Inc. June 2010 - August 2011
Solid Source Realty, INC March 2009 - August 2009
Lock and Key Realty, LLC February 2007 - August 2009
Nortel Networks January 2004 - August 2008
Skills
Resource Allocation, Microstrategy, Excel, Market Analysis, Analysis, Real Estate, Valuation, Microsoft Excel, Market Research, Access, Management, Finance, Project Management, Mergers & Acquisitions, Cross-functional Team..., Investments, Budgets, Financial Modeling, Leadership, Process Improvement, Strategic Planning
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance, Real Estate
University of the Witwatersrand 2011 — 2011
MASTER, BUSINESS ADMINISTRATION
North Carolina State University - College of Management 1999 — 2003
Business Management, Information Systems
Bhavesh Gondha's Bank of America Experience July 2008 - May 2014
Job Global Commercial Banking & Beverage Finance, Commercial Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2008 - May 2014
Bank of America August 2005 - July 2008
Bank of America July 2004 - August 2004
Bank of America June 2004 - July 2004
Skills
Derivatives, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Analysis, Portfolio Management, Bloomberg, Trading, Leadership, Securities, Credit, Management, Strategy, Credit Risk, Credit Analysis, Credit Derivatives
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science, Business Administration
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2008 - May 2014
Bank of America August 2005 - July 2008
Bank of America July 2004 - August 2004
Bank of America June 2004 - July 2004
Skills
Derivatives, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Analysis, Portfolio Management, Bloomberg, Trading, Leadership, Securities, Credit, Management, Strategy, Credit Risk, Credit Analysis, Credit Derivatives
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science, Business Administration
Shannon Bullock, MBA's Bank of America Experience June 2009 - August 2009
Job Brand Strategist
Industry Marketing and Advertising
Experience
McKinney December 2012 - Present
IBM Global Business Services April 2010 - November 2012
Bank of America June 2009 - August 2009
Johnson & Johnson Vision Care October 2004 - September 2008
Skills
Strategy, Marketing, Entrepreneurship, Recruiting, Marketing Strategy, Management Consulting, Leadership, Research, Strategic Consulting, Strategic Planning, Customer Service, Analysis, Business Development, Data Analysis, Business Model..., Lifesciences, Territory Management, Leadership Development, Market Research, Life Sciences Marketing, Leader, B2B Marketing, Creativity Skills, Planning and Execution, Diet Planning, Nutritional Counseling, Health Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA) - Cross Continent
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach
The London School of Economics and Political Science (LSE) 2004 — 2004
Undergraduate Certificate
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Journalism/Mass Communication and International Studies
McKinney December 2012 - Present
IBM Global Business Services April 2010 - November 2012
Bank of America June 2009 - August 2009
Johnson & Johnson Vision Care October 2004 - September 2008
Skills
Strategy, Marketing, Entrepreneurship, Recruiting, Marketing Strategy, Management Consulting, Leadership, Research, Strategic Consulting, Strategic Planning, Customer Service, Analysis, Business Development, Data Analysis, Business Model..., Lifesciences, Territory Management, Leadership Development, Market Research, Life Sciences Marketing, Leader, B2B Marketing, Creativity Skills, Planning and Execution, Diet Planning, Nutritional Counseling, Health Management
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA) - Cross Continent
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach
The London School of Economics and Political Science (LSE) 2004 — 2004
Undergraduate Certificate
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Journalism/Mass Communication and International Studies
Jennifer M. Wilson, CPA's Bank of America Experience September 2010 - January 2011
Job
Industry Banking
Experience
Bank of America Merrill Lynch February 2011 - December 2011
Bank of America September 2010 - January 2011
Bank of America July 2009 - August 2010
Merrill Lynch April 2006 - June 2009
Merrill Lynch September 2002 - March 2006
Deloitte & Touche January 1994 - July 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1993
BA
Bank of America Merrill Lynch February 2011 - December 2011
Bank of America September 2010 - January 2011
Bank of America July 2009 - August 2010
Merrill Lynch April 2006 - June 2009
Merrill Lynch September 2002 - March 2006
Deloitte & Touche January 1994 - July 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1993
BA
Thomas Snarr's Bank of America Experience July 2010 - Present
Job SVP, Strategic Marketing Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Dun & Bradstreet December 2008 - July 2010
Dun and Bradstreet February 2007 - December 2008
Dun and Bradstreet May 2005 - February 2007
Dun and Bradstreet September 2004 - May 2005
Booz Allen Hamilton September 1999 - September 2004
Deloitte Consulting April 1996 - August 1997
Bankers Trust Company June 1993 - April 1996
Bank of America 1991 - 1993
Skills
Product Management, Business Strategy, Business Development, Leadership, Mergers, Marketing, Product Marketing, Marketing Management, Predictive Analytics, Financial Services, SaaS, Mergers & Acquisitions, Product Development, Change Management, Demand Generation, Positioning, B2B Marketing, Strategic Planning, Marketing Analytics, Marketing Strategy, Strategy, Business Intelligence, Program Management, Analytics, Enterprise Software, Strategic Partnerships, Management, Risk Management, Digital Marketing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of California, Irvine 1986 — 1990
BA
Bank of America July 2010 - Present
Dun & Bradstreet December 2008 - July 2010
Dun and Bradstreet February 2007 - December 2008
Dun and Bradstreet May 2005 - February 2007
Dun and Bradstreet September 2004 - May 2005
Booz Allen Hamilton September 1999 - September 2004
Deloitte Consulting April 1996 - August 1997
Bankers Trust Company June 1993 - April 1996
Bank of America 1991 - 1993
Skills
Product Management, Business Strategy, Business Development, Leadership, Mergers, Marketing, Product Marketing, Marketing Management, Predictive Analytics, Financial Services, SaaS, Mergers & Acquisitions, Product Development, Change Management, Demand Generation, Positioning, B2B Marketing, Strategic Planning, Marketing Analytics, Marketing Strategy, Strategy, Business Intelligence, Program Management, Analytics, Enterprise Software, Strategic Partnerships, Management, Risk Management, Digital Marketing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of California, Irvine 1986 — 1990
BA
Steve Bartlett, CFA's Bank of America Experience 2012 - Present
Job CoFounder at Morrissey Ventures
Industry Internet
Experience
Morrissey Ventures LLC 2013 - Present
Bank of America 2012 - Present
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
University of Notre Dame 1996 — 2000
BS
Creighton Prep 1992 — 1996
Morrissey Ventures LLC 2013 - Present
Bank of America 2012 - Present
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
University of Notre Dame 1996 — 2000
BS
Creighton Prep 1992 — 1996
Mike Osmera's Bank of America Experience 2011 - 2013
Job Director, Regulatory Compliance Risk at Wells Fargo; Owner of Zippy Shell of Charlotte
Industry Banking
Experience
Wells Fargo July 2015 - Present
Zippy Shell of Charlotte 2013 - Present
Wells Fargo 2014 - 2015
ABCO Group North America 2013 - 2014
Bank of America 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia 2005 - 2009
Wachovia 2001 - 2005
First Union 1998 - 2001
Nationsbank 1997 - 1997
Skills
Portfolio Management, Fixed Income, Risk Management, Commercial Lending, Analysis, Counterparty Risk, Credit Risk, Credit Analysis, Financial Risk, Hedging, Operational Risk, Audit Management, Quantitative Analytics, Quantitative Risk, Commercial Banking, Capital Markets, Capital Markets Analysis, Risk Governance, Risk Compliance, Risk Assessment, Basel II, Finance, Market Risk, Credit, Management, Strategy, Leadership, Banking, Investment Banking, Financial Analysis, Financial Modeling, Financial Services, Analytics, Loans, Investments, Securities
Education
Duke University - The Fuqua School of Business
MBA, Finance
Naval Nuclear Power School
Stanford University
BS, Electrical Engineering
Wells Fargo July 2015 - Present
Zippy Shell of Charlotte 2013 - Present
Wells Fargo 2014 - 2015
ABCO Group North America 2013 - 2014
Bank of America 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia 2005 - 2009
Wachovia 2001 - 2005
First Union 1998 - 2001
Nationsbank 1997 - 1997
Skills
Portfolio Management, Fixed Income, Risk Management, Commercial Lending, Analysis, Counterparty Risk, Credit Risk, Credit Analysis, Financial Risk, Hedging, Operational Risk, Audit Management, Quantitative Analytics, Quantitative Risk, Commercial Banking, Capital Markets, Capital Markets Analysis, Risk Governance, Risk Compliance, Risk Assessment, Basel II, Finance, Market Risk, Credit, Management, Strategy, Leadership, Banking, Investment Banking, Financial Analysis, Financial Modeling, Financial Services, Analytics, Loans, Investments, Securities
Education
Duke University - The Fuqua School of Business
MBA, Finance
Naval Nuclear Power School
Stanford University
BS, Electrical Engineering
Sreedhar Manjigani's Bank of America Experience October 2008 - Present
Job
Industry Financial Services
Experience
Bank of America October 2008 - Present
Bank of America May 2005 - October 2008
Bank of America June 2004 - April 2005
Bank of America November 2003 - May 2004
IBM October 1996 - October 2003
AIG October 1994 - October 1996
Skills
Business Strategy, Strategy, Business Intelligence, Program Management, Management Consulting, Data Analysis, Strategic Planning, IT Strategy, Process Improvement, Project Management, Operational Risk, Cross-functional Team..., Financial Modeling, Strategic Thinking, Business Analysis, Risk Management, Change Management, Six Sigma, Analytics, Business Planning, Business Process..., Project Planning, Data Modeling, Software Project...
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Strategy
Texas A&M University 1991 — 1993
M.S., Mechanical Engineering
Nagarjuna University 1986 — 1990
BS, Mechanical Engineering
Bank of America October 2008 - Present
Bank of America May 2005 - October 2008
Bank of America June 2004 - April 2005
Bank of America November 2003 - May 2004
IBM October 1996 - October 2003
AIG October 1994 - October 1996
Skills
Business Strategy, Strategy, Business Intelligence, Program Management, Management Consulting, Data Analysis, Strategic Planning, IT Strategy, Process Improvement, Project Management, Operational Risk, Cross-functional Team..., Financial Modeling, Strategic Thinking, Business Analysis, Risk Management, Change Management, Six Sigma, Analytics, Business Planning, Business Process..., Project Planning, Data Modeling, Software Project...
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Strategy
Texas A&M University 1991 — 1993
M.S., Mechanical Engineering
Nagarjuna University 1986 — 1990
BS, Mechanical Engineering
Hari Sundaresan's Bank of America Experience July 2011 - Present
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Progressive Insurance February 2006 - June 2011
Capital One January 2003 - February 2006
Captial One June 2002 - December 2002
Education
Duke University - The Fuqua School of Business 2008 — 2010
EMBA cross continent
Indian Institute of Technology, Bombay 1997 — 2002
Master of Technology
Bank of America July 2011 - Present
Progressive Insurance February 2006 - June 2011
Capital One January 2003 - February 2006
Captial One June 2002 - December 2002
Education
Duke University - The Fuqua School of Business 2008 — 2010
EMBA cross continent
Indian Institute of Technology, Bombay 1997 — 2002
Master of Technology
Steve Culp's Bank of America Experience October 2013 - Present
Job Leasing/Project Finance Executive
Industry Investment Banking
Experience
Bank of America October 2013 - Present
Northern Trust November 2010 - October 2013
Cornerstone Financial Advisors L.P. April 1994 - November 2010
BB&T 1988 - 1994
Comerica - Jackson, MI and Ann Arbor, MI 1984 - 1988
Skills
Structured Finance, Aircraft Finance, Equipment Finance, Project Finance, Corporate Lending, Financial Modeling, Deal Execution, Term Sheets, Transaction Negotiations, Due Diligence, Tax Structuring, Deal Sourcing, Renewable Energy, Financial Analysis, Credit Analysis, Finance, Investment Banking, Investments, Loans, Negotiation, Portfolio Management, Tax, Valuation, Financial Structuring
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA (Fuqua Scholar), MBA
Western Michigan University - Haworth College of Business 1980 — 1984
BBA, Finance
Bank of America October 2013 - Present
Northern Trust November 2010 - October 2013
Cornerstone Financial Advisors L.P. April 1994 - November 2010
BB&T 1988 - 1994
Comerica - Jackson, MI and Ann Arbor, MI 1984 - 1988
Skills
Structured Finance, Aircraft Finance, Equipment Finance, Project Finance, Corporate Lending, Financial Modeling, Deal Execution, Term Sheets, Transaction Negotiations, Due Diligence, Tax Structuring, Deal Sourcing, Renewable Energy, Financial Analysis, Credit Analysis, Finance, Investment Banking, Investments, Loans, Negotiation, Portfolio Management, Tax, Valuation, Financial Structuring
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA (Fuqua Scholar), MBA
Western Michigan University - Haworth College of Business 1980 — 1984
BBA, Finance
Brandy Furr's Bank of America Experience July 2013 - Present
Job SVP Finance Manager (Preferred and Small Business) at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America September 2012 - Present
Bank of America November 2006 - September 2012
Bank of America September 2004 - November 2006
Bank of America January 2004 - June 2004
Bank of America May 2001 - January 2004
Skills
Financial Analysis, Financial Reporting, Forecasting, Finance, Hyperion Enterprise, Banking, Management, Financial Modeling, Corporate Finance, Strategic Financial..., Risk Management, Business Analysis, Variance Analysis, Portfolio Management, Process Improvement, Six Sigma, Due Diligence, Strategic Planning, Financial Forecasting
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BSBA, Finance
Bank of America July 2013 - Present
Bank of America September 2012 - Present
Bank of America November 2006 - September 2012
Bank of America September 2004 - November 2006
Bank of America January 2004 - June 2004
Bank of America May 2001 - January 2004
Skills
Financial Analysis, Financial Reporting, Forecasting, Finance, Hyperion Enterprise, Banking, Management, Financial Modeling, Corporate Finance, Strategic Financial..., Risk Management, Business Analysis, Variance Analysis, Portfolio Management, Process Improvement, Six Sigma, Due Diligence, Strategic Planning, Financial Forecasting
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BSBA, Finance
Catharine Kelly's Bank of America Experience July 1992 - June 1995
Job at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company April 2008 - Present
Countrywide August 2007 - April 2008
HomeBanc Mortgage Corporation 2005 - 2007
Accenture June 1995 - April 2005
Bank of America July 1992 - June 1995
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1981 — 1985
BS, Business Admin
McKinsey & Company April 2008 - Present
Countrywide August 2007 - April 2008
HomeBanc Mortgage Corporation 2005 - 2007
Accenture June 1995 - April 2005
Bank of America July 1992 - June 1995
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1981 — 1985
BS, Business Admin
Aniruddha Andy Ghosh's Bank of America Experience September 2007 - Present
Job Team Manager
Industry Banking
Experience
Bank of America September 2007 - Present
Volvo Trucks 2000 - 2007
AT&T 1997 - 2000
Skills
Core Java, Sun Certified Java..., Oracle SQL, Oracle PL/SQL..., J2EE Application..., Cloudera certified..., Six Sigma green belt..., Oracle, Java, Leadership, Java Enterprise Edition, Spring, Agile Methodologies, Software Development, Enterprise Architecture, Scrum, SDLC, SQL, Software Engineering, Six Sigma, Hadoop, SOA, Strategy, Websphere, Data Warehousing, Risk Management, Enterprise Software, ETL, Data Modeling, Software Project..., Unix
Education
Duke University - The Fuqua School of Business 2004 — 2005
Master of Business Administration(MBA), Emphasis in Finance
Indian Institute of Technology, Kanpur
Bachelor of Technology, Chemical Engineering
Indian Institute of Technology, Kharagpur
Master of Technology (M.Tech.), Industrial Engineering & Operations Research
Bank of America September 2007 - Present
Volvo Trucks 2000 - 2007
AT&T 1997 - 2000
Skills
Core Java, Sun Certified Java..., Oracle SQL, Oracle PL/SQL..., J2EE Application..., Cloudera certified..., Six Sigma green belt..., Oracle, Java, Leadership, Java Enterprise Edition, Spring, Agile Methodologies, Software Development, Enterprise Architecture, Scrum, SDLC, SQL, Software Engineering, Six Sigma, Hadoop, SOA, Strategy, Websphere, Data Warehousing, Risk Management, Enterprise Software, ETL, Data Modeling, Software Project..., Unix
Education
Duke University - The Fuqua School of Business 2004 — 2005
Master of Business Administration(MBA), Emphasis in Finance
Indian Institute of Technology, Kanpur
Bachelor of Technology, Chemical Engineering
Indian Institute of Technology, Kharagpur
Master of Technology (M.Tech.), Industrial Engineering & Operations Research
Derrick Webb's Bank of America Experience 1997 - 2000
Job Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo October 2002 - Present
Wachovia Wealth Management 2002 - Present
NCM Capital 2000 - 2002
Bank of America 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor of Science, Business Administration
Wells Fargo October 2002 - Present
Wachovia Wealth Management 2002 - Present
NCM Capital 2000 - 2002
Bank of America 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor of Science, Business Administration
Bryan Hakala's Bank of America Experience 1998 - 2001
Job Manager, Strategy & Operations at Deloitte Consulting
Industry Real Estate
Experience
Deloitte Consulting January 2012 - Present
FDIC December 2010 - January 2012
FDIC October 2009 - December 2010
Lyon April 2007 - March 2009
NWP Service Corp 2003 - 2007
American Express June 2002 - August 2002
Bank of America 1998 - 2001
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business
University of Notre Dame 1993 — 1995
BBA, Business Management and Computer Applications
Deloitte Consulting January 2012 - Present
FDIC December 2010 - January 2012
FDIC October 2009 - December 2010
Lyon April 2007 - March 2009
NWP Service Corp 2003 - 2007
American Express June 2002 - August 2002
Bank of America 1998 - 2001
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business
University of Notre Dame 1993 — 1995
BBA, Business Management and Computer Applications
Joe Ficarrotta's Bank of America Experience 1993 - 1996
Job Manager at Deloitte Consulting
Industry Human Resources
Experience
Deloitte Consulting April 2010 - Present
Newell Rubbermaid April 2009 - April 2010
Pfizer April 2003 - September 2008
IBM / PwC Consulting March 2000 - March 2005
Accenture / Andersen Consulting August 1998 - December 1999
Bank of America 1993 - 1996
Skills
Performance Management, Organizational Design, Change Management, Personnel Management, Human Resources, Leadership Development, Organizational..., Project Management, Management, Business Process..., Management Consulting, Shared Services, Business Transformation, Talent Management, Process Improvement, HR Transformation, Program Management, Acquisition Integration, Organizational..., Strategic Planning
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business Management
Queens University of Charlotte 1989 — 1993
BA, Business and Accounting
Deloitte Consulting April 2010 - Present
Newell Rubbermaid April 2009 - April 2010
Pfizer April 2003 - September 2008
IBM / PwC Consulting March 2000 - March 2005
Accenture / Andersen Consulting August 1998 - December 1999
Bank of America 1993 - 1996
Skills
Performance Management, Organizational Design, Change Management, Personnel Management, Human Resources, Leadership Development, Organizational..., Project Management, Management, Business Process..., Management Consulting, Shared Services, Business Transformation, Talent Management, Process Improvement, HR Transformation, Program Management, Acquisition Integration, Organizational..., Strategic Planning
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business Management
Queens University of Charlotte 1989 — 1993
BA, Business and Accounting
Drew Sadowski's Bank of America Experience January 2014 - August 2015
Job Senior Transaction Advisor at JLL
Industry Real Estate
Experience
Ferncroft Capital September 2015 - Present
Bank of America January 2014 - August 2015
Bank of America September 2012 - December 2013
Bank of America June 2010 - August 2012
Xerox July 2005 - November 2007
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Oregon State University 2000 — 2005
B.S.
Ferncroft Capital September 2015 - Present
Bank of America January 2014 - August 2015
Bank of America September 2012 - December 2013
Bank of America June 2010 - August 2012
Xerox July 2005 - November 2007
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Oregon State University 2000 — 2005
B.S.
Stacey Battersby's Bank of America Experience 1995 - 1998
Job Treasurer at Recall
Industry Consumer Services
Experience
Recall January 2015 - Present
Scientific Games 2013 - January 2015
Cox Enterprises 2002 - 2013
Wells Fargo 2000 - 2002
Bank of America 1995 - 1998
Skills
Treasury, Financial Modeling, Financial Analysis, Corporate Finance, Bonds, Capital Markets, Derivatives, Investor Relations, Fixed Income, Competitive Analysis, Business Analysis, Business Strategy, Management, Finance, Credit, Financial Reporting, Cash Management, Hedging, Banking, Private Equity, Funding, Strategic Financial..., Investments, Risk Management, Forecasting, Cross-functional Team..., Cash Flow, SEC filings, IPO, Communication Skills, Relationship Management, Financial Risk
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Business Administration and Management, General
Emory University 1990 — 1994
BBA, Business Administration and Management, General
Recall January 2015 - Present
Scientific Games 2013 - January 2015
Cox Enterprises 2002 - 2013
Wells Fargo 2000 - 2002
Bank of America 1995 - 1998
Skills
Treasury, Financial Modeling, Financial Analysis, Corporate Finance, Bonds, Capital Markets, Derivatives, Investor Relations, Fixed Income, Competitive Analysis, Business Analysis, Business Strategy, Management, Finance, Credit, Financial Reporting, Cash Management, Hedging, Banking, Private Equity, Funding, Strategic Financial..., Investments, Risk Management, Forecasting, Cross-functional Team..., Cash Flow, SEC filings, IPO, Communication Skills, Relationship Management, Financial Risk
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Business Administration and Management, General
Emory University 1990 — 1994
BBA, Business Administration and Management, General
Andrea Beldecos's Bank of America Experience 2002 - 2005
Job Managing Director, Global Head of Asset Management Campus Recruiting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
Bartt Scott's Bank of America Experience December 1996 - July 2007
Job Head of TRS at SunTrust Bank
Industry Banking
Experience
SunTrust Robinson Humphrey July 2007 - Present
Bank of America December 1996 - July 2007
Deloitte January 1989 - December 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Credit Derivatives, Investments
Education
Duke University - The Fuqua School of Business 2001 — 2002
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance, Accounting
Jesuit College Prep
SunTrust Robinson Humphrey July 2007 - Present
Bank of America December 1996 - July 2007
Deloitte January 1989 - December 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Credit Derivatives, Investments
Education
Duke University - The Fuqua School of Business 2001 — 2002
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance, Accounting
Jesuit College Prep
Brad Besel's Bank of America Experience June 2011 - August 2011
Job Senior Associate, Financial Services Advisory, PwC
Industry Management Consulting
Experience
PwC August 2012 - Present
Bank of America June 2011 - August 2011
Coastal Community Bank September 2009 - July 2010
North Cascades National Bank July 2007 - August 2009
Mid State Bank July 2003 - July 2007
Mid State Bank September 2002 - July 2003
Wachovia Bank January 2002 - September 2002
Skills
Financial Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Pacific Coast Banking School 2005 — 2007
Washington State University 1995 — 1999
Bachelor of Arts, Magna cum Laude, Finance, MIS
PwC August 2012 - Present
Bank of America June 2011 - August 2011
Coastal Community Bank September 2009 - July 2010
North Cascades National Bank July 2007 - August 2009
Mid State Bank July 2003 - July 2007
Mid State Bank September 2002 - July 2003
Wachovia Bank January 2002 - September 2002
Skills
Financial Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Pacific Coast Banking School 2005 — 2007
Washington State University 1995 — 1999
Bachelor of Arts, Magna cum Laude, Finance, MIS
Brian C. Smith's Bank of America Experience June 1993 - January 2001
Job Employee Relations Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Saxon Mortgage August 2008 - October 2012
W.W. Grainger January 2001 - April 2005
Bank of America June 1993 - January 2001
Skills
Performance Management, Talent Management, Employee Relations, Onboarding, Leadership, Management, Succession Planning
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, General Business
Georgia State University 1986 — 1989
BS & BBA, Business Administration & Sociology
Wells Fargo July 2013 - Present
Saxon Mortgage August 2008 - October 2012
W.W. Grainger January 2001 - April 2005
Bank of America June 1993 - January 2001
Skills
Performance Management, Talent Management, Employee Relations, Onboarding, Leadership, Management, Succession Planning
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, General Business
Georgia State University 1986 — 1989
BS & BBA, Business Administration & Sociology
Ismath Mohideen's Bank of America Experience August 2006 - May 2008
Job MBA Candidate at The Fuqua School of Business, Class of 2016
Industry Airlines/Aviation
Experience
Sabre Corporation May 2015 - August 2015
American Airlines March 2012 - May 2014
American Airlines February 2011 - March 2012
Continental Airlines December 2009 - February 2011
Southwest Airlines January 2009 - April 2009
Bank of America August 2006 - May 2008
Skills
Data Analysis, Project Management, Branding & Identity, Competitive Analysis, Analytics, Market Research, Pricing Strategy, Marketing Strategy, Analysis, Marketing Research, Web Analytics, Marketing, Cross-functional Team..., Business Analysis, Process Improvement, Market Analysis, Forecasting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Dallas - School of Management 2008 — 2009
Master of Science (M.S.), Marketing/Marketing Management, General
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Human Development and Family Sciences
Sabre Corporation May 2015 - August 2015
American Airlines March 2012 - May 2014
American Airlines February 2011 - March 2012
Continental Airlines December 2009 - February 2011
Southwest Airlines January 2009 - April 2009
Bank of America August 2006 - May 2008
Skills
Data Analysis, Project Management, Branding & Identity, Competitive Analysis, Analytics, Market Research, Pricing Strategy, Marketing Strategy, Analysis, Marketing Research, Web Analytics, Marketing, Cross-functional Team..., Business Analysis, Process Improvement, Market Analysis, Forecasting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Dallas - School of Management 2008 — 2009
Master of Science (M.S.), Marketing/Marketing Management, General
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Human Development and Family Sciences
Bhavna Goyal's Bank of America Experience October 2012 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Bank of America December 2010 - October 2012
Advanced Liquid Logic June 2010 - August 2010
Tata Consultancy Services 2004 - 2008
Skills
Forecasting, Strategic Analysis, Financial Modeling, Cross-functional Team..., Data Analysis, Channel Strategy, Business Strategy, Contingency Planning, E-commerce Channel..., Customer Segmentation..., Partnership Strategy, SAS, Analysis, Valuation, Strategy, Finance, Strategic Partnerships, Vendor Management, Banking, Requirements Analysis, Program Management, Product Development, Business Intelligence, SDLC, Business Analysis, Six Sigma, Analytics, New Business Development, Project Management, Business Development, Management Consulting, Integration
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Marketing
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelor of Technology (B.Tech.), Mechanical Engineering
Bank of America October 2012 - Present
Bank of America December 2010 - October 2012
Advanced Liquid Logic June 2010 - August 2010
Tata Consultancy Services 2004 - 2008
Skills
Forecasting, Strategic Analysis, Financial Modeling, Cross-functional Team..., Data Analysis, Channel Strategy, Business Strategy, Contingency Planning, E-commerce Channel..., Customer Segmentation..., Partnership Strategy, SAS, Analysis, Valuation, Strategy, Finance, Strategic Partnerships, Vendor Management, Banking, Requirements Analysis, Program Management, Product Development, Business Intelligence, SDLC, Business Analysis, Six Sigma, Analytics, New Business Development, Project Management, Business Development, Management Consulting, Integration
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Marketing
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelor of Technology (B.Tech.), Mechanical Engineering
Corey Barnette's Bank of America Experience 1997 - 2001
Job Strategic Growth and Acquisitions
Industry Venture Capital & Private Equity
Experience
District Growers LLC January 2010 - Present
Primary Physicians Research 2008 - 2010
The Scroll Companies April 2003 - 2010
Small Enterprise Assistance Fund January 2001 - August 2004
Bank of America 1997 - 2001
Banc of America Securities 1997 - 2000
Duke University Fuqua School of Business 1995 - 1997
Skills
Strategic Planning, Investments, Entrepreneurship, Investment Banking, Management Consulting, Portfolio Management, Private Equity, Public Speaking, Small Business, Strategy, Trading, Business Planning, Start-ups, Venture Capital, Leadership, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, General Management - Finance
District Growers LLC January 2010 - Present
Primary Physicians Research 2008 - 2010
The Scroll Companies April 2003 - 2010
Small Enterprise Assistance Fund January 2001 - August 2004
Bank of America 1997 - 2001
Banc of America Securities 1997 - 2000
Duke University Fuqua School of Business 1995 - 1997
Skills
Strategic Planning, Investments, Entrepreneurship, Investment Banking, Management Consulting, Portfolio Management, Private Equity, Public Speaking, Small Business, Strategy, Trading, Business Planning, Start-ups, Venture Capital, Leadership, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, General Management - Finance
Karen Mann (Graham)'s Bank of America Experience October 2010 - May 2015
Job Technology Executive
Industry Retail
Experience
Lowe's Companies, Inc. May 2015 - Present
Bank of America October 2010 - May 2015
Bank of America August 2007 - October 2010
Bank of America January 2005 - August 2007
IBM January 2003 - January 2005
IBM April 2001 - January 2003
IBM December 1997 - April 2001
IBM June 1996 - November 1997
Skills
ITIL, ERP, SharePoint, Vendor Management, Business Analysis, Business Process, Integration, SDLC, Program Management, Goal-driven leader, IT Strategy, Outsourcing, Management, CRM, Business Process..., Leadership, Disaster Recovery, Software Development, Service Delivery, Risk Management, SAP, Team Management, Project Portfolio..., PMO, PMP, Requirements Analysis, Six Sigma, Software Project..., Enterprise Architecture, Information Technology, Banking, Business Requirements, Change Management, IT Service Management, Resource Management, Business Intelligence, IT Management, Solution Architecture, Strategy, Visio, Infrastructure
Education
Duke University - The Fuqua School of Business
MBA, Business
Rensselaer Polytechnic Institute
Bachelor of Science, Engineering
Lowe's Companies, Inc. May 2015 - Present
Bank of America October 2010 - May 2015
Bank of America August 2007 - October 2010
Bank of America January 2005 - August 2007
IBM January 2003 - January 2005
IBM April 2001 - January 2003
IBM December 1997 - April 2001
IBM June 1996 - November 1997
Skills
ITIL, ERP, SharePoint, Vendor Management, Business Analysis, Business Process, Integration, SDLC, Program Management, Goal-driven leader, IT Strategy, Outsourcing, Management, CRM, Business Process..., Leadership, Disaster Recovery, Software Development, Service Delivery, Risk Management, SAP, Team Management, Project Portfolio..., PMO, PMP, Requirements Analysis, Six Sigma, Software Project..., Enterprise Architecture, Information Technology, Banking, Business Requirements, Change Management, IT Service Management, Resource Management, Business Intelligence, IT Management, Solution Architecture, Strategy, Visio, Infrastructure
Education
Duke University - The Fuqua School of Business
MBA, Business
Rensselaer Polytechnic Institute
Bachelor of Science, Engineering
Giles Nugent's Bank of America Experience August 2002 - February 2009
Job Executive Vice President, Head of Front Office Technology at PIMCO
Industry Investment Banking
Experience
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
Erin Benson's Bank of America Experience June 2013 - August 2013
Job Management Associate at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis July 2014 - Present
Duke University Fuqua School of Business August 2012 - May 2014
Bank of America June 2013 - August 2013
Deloitte Consulting July 2007 - July 2012
Bass, Berry & Sims 2007 - 2007
Ethicon Endo-Surgery 2006 - 2006
Skills
Organizational Design, Management Consulting, Talent Management, Change Management, Organizational..., Workforce Planning, Leadership Development, Business Process..., Project Management, Written & Oral..., Strategy, Management, Program Management, Consulting, Data Analysis
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Management and Strategy
Vanderbilt University 2006 — 2007
Masters of Education
Vanderbilt University 2002 — 2006
Bachelor of Science, Human & Organizational Development / Spanish
LexisNexis July 2014 - Present
Duke University Fuqua School of Business August 2012 - May 2014
Bank of America June 2013 - August 2013
Deloitte Consulting July 2007 - July 2012
Bass, Berry & Sims 2007 - 2007
Ethicon Endo-Surgery 2006 - 2006
Skills
Organizational Design, Management Consulting, Talent Management, Change Management, Organizational..., Workforce Planning, Leadership Development, Business Process..., Project Management, Written & Oral..., Strategy, Management, Program Management, Consulting, Data Analysis
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Management and Strategy
Vanderbilt University 2006 — 2007
Masters of Education
Vanderbilt University 2002 — 2006
Bachelor of Science, Human & Organizational Development / Spanish
Carey Cox's Bank of America Experience January 1993 - July 1996
Job Director of Business Development at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company February 2010 - Present
The Coca-Cola Company October 2006 - February 2010
The Coca-Cola Company May 2004 - October 2006
Coca-Cola Enterprises March 2001 - April 2004
Procter & Gamble July 1998 - December 2000
Bank of America January 1993 - July 1996
Skills
Business Development, Strategic Planning, Executive Communications, Competitive Analysis, Business Strategy, Business Planning, Financial Analysis, Financial Projections, Financial Statement..., Budget Management, Budget Analysis, Mergers and Acquisitions, Supply Chain...
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business and Finance
North Carolina State University 1988 — 1992
Bachelor of Arts (B.A.), Accounting
The Coca-Cola Company February 2010 - Present
The Coca-Cola Company October 2006 - February 2010
The Coca-Cola Company May 2004 - October 2006
Coca-Cola Enterprises March 2001 - April 2004
Procter & Gamble July 1998 - December 2000
Bank of America January 1993 - July 1996
Skills
Business Development, Strategic Planning, Executive Communications, Competitive Analysis, Business Strategy, Business Planning, Financial Analysis, Financial Projections, Financial Statement..., Budget Management, Budget Analysis, Mergers and Acquisitions, Supply Chain...
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business and Finance
North Carolina State University 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Caitlin Bullock's Bank of America Experience March 2015 - Present
Job VP, Digital Planning & Innovation at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America March 2013 - March 2015
Bank of America February 2012 - March 2013
Bank of America August 2010 - February 2012
Bank of America July 2008 - August 2010
Bank of America June 2007 - August 2007
Skills
Portfolio Management, Change Management, Project Management, Digital, Engagement Management, Mobile Devices, Process Improvement, Strategic Planning, Long Distance Running, Analysis, Risk Management, Business Strategy, Coaching, Six Sigma, Banking, SDLC
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Wake Forest University 2004 — 2008
BS, Business, 3.6
Bank of America March 2015 - Present
Bank of America March 2013 - March 2015
Bank of America February 2012 - March 2013
Bank of America August 2010 - February 2012
Bank of America July 2008 - August 2010
Bank of America June 2007 - August 2007
Skills
Portfolio Management, Change Management, Project Management, Digital, Engagement Management, Mobile Devices, Process Improvement, Strategic Planning, Long Distance Running, Analysis, Risk Management, Business Strategy, Coaching, Six Sigma, Banking, SDLC
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Wake Forest University 2004 — 2008
BS, Business, 3.6
Wes Carter's Bank of America Experience July 1998 - May 2005
Job CFO at Morningstar Properties
Industry Real Estate
Experience
Morningstar Properties July 2012 - Present
Budget Development June 2008 - February 2012
Wachovia, A Wells Fargo Company May 2005 - May 2008
Bank of America July 1998 - May 2005
Sea-Land Service, Inc. July 1995 - June 1996
Accenture July 1991 - July 1995
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Corporate Finance, Consultancy, Capital Markets, Loan Structuring, Loan Origination, Operations, Strategic Planning, Process Management, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Duke University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Morningstar Properties July 2012 - Present
Budget Development June 2008 - February 2012
Wachovia, A Wells Fargo Company May 2005 - May 2008
Bank of America July 1998 - May 2005
Sea-Land Service, Inc. July 1995 - June 1996
Accenture July 1991 - July 1995
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Corporate Finance, Consultancy, Capital Markets, Loan Structuring, Loan Origination, Operations, Strategic Planning, Process Management, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Duke University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Courtney Kenneweg's Bank of America Experience 2010 - July 2012
Job Partner CFO
Industry Food & Beverages
Experience
Crazy Crab Associates April 2013 - Present
CR Bard August 2012 - March 2013
Bank of America 2010 - July 2012
US Army 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Financial Analysis, Financial Modeling
Education
Duke University - The Fuqua School of Business 2008 — 2010
Georgetown University
BS, Foreign Service
Crazy Crab Associates April 2013 - Present
CR Bard August 2012 - March 2013
Bank of America 2010 - July 2012
US Army 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Financial Analysis, Financial Modeling
Education
Duke University - The Fuqua School of Business 2008 — 2010
Georgetown University
BS, Foreign Service
Ken Burton's Bank of America Experience October 2006 - September 2010
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2010 - Present
Bank of America October 2006 - September 2010
Bank of America August 2001 - October 2006
Bank of America July 1998 - August 2001
General Electric January 1992 - July 1996
Skills
Treasury Management, Underwriting, Strategy, Portfolio Management, Credit, Financial Analysis, Banking, Business Strategy, Leadership, Risk Management, Acquisition Integration, Investments, Budget, Mergers, Sales, Budgets, Management, Finance, Analysis, Equities, Strategic Planning, Change Management, Team Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Corporate Finance, Structured Finance, Vendor Management, Commercial Lending, Auditing, Capital Markets, Relationship Management, Financial Risk, Financial Services, Financial Modeling, Commercial Banking, Business Development, Credit Analysis, Loans, Business Analysis
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, General Management/Finance
North Carolina Agricultural and Technical State University 1988 — 1991
BS, Economics
Morehouse College
Bank of America Merrill Lynch September 2010 - Present
Bank of America October 2006 - September 2010
Bank of America August 2001 - October 2006
Bank of America July 1998 - August 2001
General Electric January 1992 - July 1996
Skills
Treasury Management, Underwriting, Strategy, Portfolio Management, Credit, Financial Analysis, Banking, Business Strategy, Leadership, Risk Management, Acquisition Integration, Investments, Budget, Mergers, Sales, Budgets, Management, Finance, Analysis, Equities, Strategic Planning, Change Management, Team Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Corporate Finance, Structured Finance, Vendor Management, Commercial Lending, Auditing, Capital Markets, Relationship Management, Financial Risk, Financial Services, Financial Modeling, Commercial Banking, Business Development, Credit Analysis, Loans, Business Analysis
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, General Management/Finance
North Carolina Agricultural and Technical State University 1988 — 1991
BS, Economics
Morehouse College
Michael Ide's Bank of America Experience August 2013 - July 2014
Job MBA Candidate Class of 2016 at Fuqua School of Business, Duke University
Industry Investment Banking
Experience
SoloPro August 2015 - Present
Time Capsule To Mars September 2014 - Present
BlackArch Partners June 2015 - August 2015
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
Bank of America May 2010 - August 2011
Merrill Lynch June 2008 - May 2010
Skills
Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Financial Reporting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2004 — 2008
Finance
SoloPro August 2015 - Present
Time Capsule To Mars September 2014 - Present
BlackArch Partners June 2015 - August 2015
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
Bank of America May 2010 - August 2011
Merrill Lynch June 2008 - May 2010
Skills
Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Financial Reporting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2004 — 2008
Finance
Joshua Mitzner's Bank of America Experience 2007 - 2008
Job Senior Vice President of Business Development at Cardinal Financial, LP
Industry Financial Services
Experience
Cardinal Financial, LP September 2014 - Present
Wells Fargo February 2010 - September 2014
Duke University - Class of 2011 2009 - 2011
ARC-Westwood HSM, LLC 2008 - 2009
Bank of America 2007 - 2008
Credit Suisse 2002 - 2007
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
State University of New York at Buffalo - School of Management 1997 — 2001
B.S., Business
Cardinal Financial, LP September 2014 - Present
Wells Fargo February 2010 - September 2014
Duke University - Class of 2011 2009 - 2011
ARC-Westwood HSM, LLC 2008 - 2009
Bank of America 2007 - 2008
Credit Suisse 2002 - 2007
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
State University of New York at Buffalo - School of Management 1997 — 2001
B.S., Business
Glenn Koh's Bank of America Experience January 2012 - Present
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2012 - Present
Morgan Stanley July 1997 - February 2012
Skills
Equity Derivatives, Hedge Funds, Equities, Series 7, Prime Brokerage, Derivatives, Structured Products, Credit Derivatives, Options, Alternative Investments, Series 63, Fixed Income, Volatility, Electronic Trading, Capital Markets, ETFs, Series 24, Investment Banking, Portfolio Management, Trading, Trading Systems, Equity Trading, Swaps
Education
Duke University - The Fuqua School of Business
MBA
Massachusetts Institute of Technology 1992 — 1997
MEng, Eletrical Engineering & Computer Science
Bank of America January 2012 - Present
Morgan Stanley July 1997 - February 2012
Skills
Equity Derivatives, Hedge Funds, Equities, Series 7, Prime Brokerage, Derivatives, Structured Products, Credit Derivatives, Options, Alternative Investments, Series 63, Fixed Income, Volatility, Electronic Trading, Capital Markets, ETFs, Series 24, Investment Banking, Portfolio Management, Trading, Trading Systems, Equity Trading, Swaps
Education
Duke University - The Fuqua School of Business
MBA
Massachusetts Institute of Technology 1992 — 1997
MEng, Eletrical Engineering & Computer Science
Jay Mehaffey's Bank of America Experience October 2008 - December 2009
Job Managing Director, KPMG
Industry Financial Services
Experience
KPMG March 2010 - Present
Bank of America October 2008 - December 2009
Bank of America August 2007 - October 2008
Bank of America October 2005 - July 2007
Carreker (nka Fiserv) 1999 - 2005
Global Concepts Payments Consulting, Inc.(nka McKinsey & Company) 1994 - 1998
Federal Reserve Bank of Atlanta – Sixth District 1986 - 1994
Skills
Financial Reporting, Six Sigma, Mergers & Acquisitions, Business Process..., Financial Analysis, Business Transformation, Financial Advisory, Operational Excellence, Change Management, Black Belt, Payments, Business Continuity, Program Management, Cross-functional Team..., Outsourcing, Strategy, Risk Management, Project Portfolio..., Banking, Financial Services, Governance, PMO, Start-ups
Education
Mercer University
Master of Business Administration (MBA), International Finance
Bank Administration Institute (BAI), University of Wisconsin
Banking School Graduate and Adjunct Faculty Member, Payment Systems
Duke University - The Fuqua School of Business
Executive, Executive Leadership Banking School
Georgia Southern University 1979 — 1983
Bachelor of Science (BS), Economics
KPMG March 2010 - Present
Bank of America October 2008 - December 2009
Bank of America August 2007 - October 2008
Bank of America October 2005 - July 2007
Carreker (nka Fiserv) 1999 - 2005
Global Concepts Payments Consulting, Inc.(nka McKinsey & Company) 1994 - 1998
Federal Reserve Bank of Atlanta – Sixth District 1986 - 1994
Skills
Financial Reporting, Six Sigma, Mergers & Acquisitions, Business Process..., Financial Analysis, Business Transformation, Financial Advisory, Operational Excellence, Change Management, Black Belt, Payments, Business Continuity, Program Management, Cross-functional Team..., Outsourcing, Strategy, Risk Management, Project Portfolio..., Banking, Financial Services, Governance, PMO, Start-ups
Education
Mercer University
Master of Business Administration (MBA), International Finance
Bank Administration Institute (BAI), University of Wisconsin
Banking School Graduate and Adjunct Faculty Member, Payment Systems
Duke University - The Fuqua School of Business
Executive, Executive Leadership Banking School
Georgia Southern University 1979 — 1983
Bachelor of Science (BS), Economics
Sarina Fiore's Bank of America Experience November 2009 - January 2011
Job Sr. Business Analyst at Leprino Foods
Industry Food Production
Experience
Leprino Foods March 2015 - Present
EagleBank March 2013 - March 2015
PNC October 2011 - March 2013
Bluestone Capital Partners, LLC February 2011 - September 2011
Bank of America November 2009 - January 2011
M&T Bank August 2008 - November 2009
Skills
Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, German, Credit Analysis, Commercial Lending, Asset Based Lending, Middle Market, Financial Modeling, Due Diligence, Small Business Lending, Financial Services, Mergers & Acquisitions, Banking, Analysis, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
B.S.
Leprino Foods March 2015 - Present
EagleBank March 2013 - March 2015
PNC October 2011 - March 2013
Bluestone Capital Partners, LLC February 2011 - September 2011
Bank of America November 2009 - January 2011
M&T Bank August 2008 - November 2009
Skills
Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, German, Credit Analysis, Commercial Lending, Asset Based Lending, Middle Market, Financial Modeling, Due Diligence, Small Business Lending, Financial Services, Mergers & Acquisitions, Banking, Analysis, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
B.S.
Jeanine Qasim (Butzek)'s Bank of America Experience 2012 - 2013
Job Capital Markets Operations Risk and Control Manager at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Strategy, Risk Management, Business Strategy, Securities, Strategic Planning, Management, Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, International Business
University at Buffalo 1996 — 2000
Bachelor's degree, Finance, General
Wells Fargo September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Strategy, Risk Management, Business Strategy, Securities, Strategic Planning, Management, Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, International Business
University at Buffalo 1996 — 2000
Bachelor's degree, Finance, General
Andrea Jones Beamer's Bank of America Experience December 2003 - March 2007
Job Experienced Project Manager and Compliance Auditor
Industry Financial Services
Experience
Apex Systems February 2012 - June 2012
Software Management Consultants, Inc. March 2007 - August 2011
Miami-Dade County March 2007 - March 2010
Bank of America December 2003 - March 2007
First Union 1995 - 1999
Chevy Chase Bank July 1991 - July 1993
Deloitte & Touche July 1989 - July 1991
Skills
Sarbanes-Oxley Act, PeopleSoft, Financial Analysis, Process Improvement, Business Process..., Access, Risk Management, Analysis, Managerial Finance, Governance, Budgets, Project Management, MS Project, Business Analysis, New Business Development, Compliance, Microsoft Excel, Strategic Planning, Internal Audit, Technology Integration, Mergers, Six Sigma, PMP, SharePoint, Live Meeting, Visio, PowerPoint, Microsoft Word, Customer Service, Team Building, Strategy, Management
Education
Duke University - The Fuqua School of Business 1993 — 1996
MBA, Business - Strategic Planning
North Carolina Agricultural and Technical State University 1985 — 1989
BS, Accounting
Gates County High School 1980 — 1985
High School Diploma, NC Scholar
Apex Systems February 2012 - June 2012
Software Management Consultants, Inc. March 2007 - August 2011
Miami-Dade County March 2007 - March 2010
Bank of America December 2003 - March 2007
First Union 1995 - 1999
Chevy Chase Bank July 1991 - July 1993
Deloitte & Touche July 1989 - July 1991
Skills
Sarbanes-Oxley Act, PeopleSoft, Financial Analysis, Process Improvement, Business Process..., Access, Risk Management, Analysis, Managerial Finance, Governance, Budgets, Project Management, MS Project, Business Analysis, New Business Development, Compliance, Microsoft Excel, Strategic Planning, Internal Audit, Technology Integration, Mergers, Six Sigma, PMP, SharePoint, Live Meeting, Visio, PowerPoint, Microsoft Word, Customer Service, Team Building, Strategy, Management
Education
Duke University - The Fuqua School of Business 1993 — 1996
MBA, Business - Strategic Planning
North Carolina Agricultural and Technical State University 1985 — 1989
BS, Accounting
Gates County High School 1980 — 1985
High School Diploma, NC Scholar
Juan Arciniegas's Bank of America Experience July 2007 - October 2009
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Credit Suisse October 2009 - May 2010
Bank of America July 2007 - October 2009
DataiFX January 2006 - July 2006
Skills
Investment Banking, Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Financial Analysis, Emerging Markets, Business Strategy, Bloomberg, Trading, Equities, Interest Rate..., Due Diligence, Fixed Income, Marketing Strategy, Investor Relations, Business Analysis, Risk Management, Financial Services, Derivatives, Mergers, Leveraged Finance, Colombia, Finance, Analysis, Strategy, Venture Capital, Project Management, Hedge Funds
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Corporate Finance and Investments
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor in Science, Industrial & Management Engineering, Economics
Universidad de Los Andes 2006 — 2006
Industrial Engineering
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Credit Suisse October 2009 - May 2010
Bank of America July 2007 - October 2009
DataiFX January 2006 - July 2006
Skills
Investment Banking, Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Financial Analysis, Emerging Markets, Business Strategy, Bloomberg, Trading, Equities, Interest Rate..., Due Diligence, Fixed Income, Marketing Strategy, Investor Relations, Business Analysis, Risk Management, Financial Services, Derivatives, Mergers, Leveraged Finance, Colombia, Finance, Analysis, Strategy, Venture Capital, Project Management, Hedge Funds
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Corporate Finance and Investments
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor in Science, Industrial & Management Engineering, Economics
Universidad de Los Andes 2006 — 2006
Industrial Engineering
Karen Schaefer's Bank of America Experience June 2013 - Present
Job Human Resources Consultant
Industry Human Resources
Experience
Bank of America June 2013 - Present
Deloitte Consulting September 2006 - May 2011
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management
Northwestern University
BA, History and Political Science
Bank of America June 2013 - Present
Deloitte Consulting September 2006 - May 2011
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management
Northwestern University
BA, History and Political Science
Aaron Bopp's Bank of America Experience May 2007 - May 2009
Job Director, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Jose Zapata-Petrov's Bank of America Experience 2012 - 2014
Job Senior Business Leader, Global Client Solutions at Visa Inc.
Industry Financial Services
Experience
Visa 2014 - Present
Bank of America 2012 - 2014
Bank of America 2010 - 2012
JPMorgan Chase 2006 - 2010
JPMorgan Chase 2002 - 2006
Daewoo Finance Peru 1995 - 2000
Skills
Risk Management, Portfolio Management, Mergers & Acquisitions, Banking, Corporate Finance, Valuation, Strategy, Financial Risk, Credit, Forecasting, Business Planning, Analytics
Education
Duke University - Fuqua School of Business 2000 — 2002
MBA, Finance, Management
Pontificia Universidad Catolica del Peru 1989 — 1995
BSc, Industrial Engineering
Colegio Militar Leoncio Prado
Visa 2014 - Present
Bank of America 2012 - 2014
Bank of America 2010 - 2012
JPMorgan Chase 2006 - 2010
JPMorgan Chase 2002 - 2006
Daewoo Finance Peru 1995 - 2000
Skills
Risk Management, Portfolio Management, Mergers & Acquisitions, Banking, Corporate Finance, Valuation, Strategy, Financial Risk, Credit, Forecasting, Business Planning, Analytics
Education
Duke University - Fuqua School of Business 2000 — 2002
MBA, Finance, Management
Pontificia Universidad Catolica del Peru 1989 — 1995
BSc, Industrial Engineering
Colegio Militar Leoncio Prado
Gina Forde-Lumwai's Bank of America Experience September 2002 - Present
Job Finance Manager at Bank of America
Industry Banking
Experience
Bank of America September 2002 - Present
Education
Duke University - Fuqua School of Business 2000 — 2002
MBA, General Management
Spelman College 1992 — 1996
BA, English
Bank of America September 2002 - Present
Education
Duke University - Fuqua School of Business 2000 — 2002
MBA, General Management
Spelman College 1992 — 1996
BA, English
Gina Forde-Lumwai's Bank of America Experience September 2002 - Present
Job VP Finance Mgr at Bank of America
Industry Banking
Experience
Bank of America September 2002 - Present
Citigroup Investment Bank June 1996 - July 2000
Skills
Financial Analysis
Education
Duke University - Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Spelman College 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of America September 2002 - Present
Citigroup Investment Bank June 1996 - July 2000
Skills
Financial Analysis
Education
Duke University - Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Spelman College 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Jean-Louis Guinchard's Bank of America Experience 1998 - 2007
Job Senior Managing Principal at Silver Portal Capital LLC
Industry Real Estate
Experience
Silver Portal Capital LLC 2012 - Present
O&A Real Estate Development Partners 2007 - 2014
Bank of America 1998 - 2007
Skills
Real Estate, Corporate Finance, M&A, International Business
Education
Duke University - The Fuqua School of Business 1992 — 1993
Master of Business Administration (MBA), Finance
Silver Portal Capital LLC 2012 - Present
O&A Real Estate Development Partners 2007 - 2014
Bank of America 1998 - 2007
Skills
Real Estate, Corporate Finance, M&A, International Business
Education
Duke University - The Fuqua School of Business 1992 — 1993
Master of Business Administration (MBA), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS