Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Bank of America March 2012 - Present
ISGN June 2010 - March 2011
GMAC Mortgage May 2009 - October 2009
GMAC Mortgage September 2005 - September 2008
Skills
Employee Training, Loans, Credit, FHA, Mortgage Lending, Management, Mortgage Underwriting, Team Leadership, Customer Service, Mortgage Compliance, Human Resources, Leadership, Mortgage Servicing
Education
Fairfield University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Fairleigh Dickinson University July 2011 - Present
Bank of America July 2011 - Present
Skills
Student Affairs, Higher Education, Student Development, Student Leadership, Public Speaking, Event Planning, Research, PowerPoint, Teaching, Community Outreach, Residence Life, Facebook, Microsoft Office, Social Media, Student Engagement, Campus, Admissions, Academic Advising, Critical Thinking, Microsoft Word
Education
Fairleigh Dickinson University
Bank of America May 2014 - Present
Bank of America February 2013 - May 2014
Lincoln Financial Group October 2012 - February 2013
Franklin Trust Federal Credit Union September 2007 - October 2012
Fairfield University September 2008 - May 2012
Skills
Analysis, Credit Risk, Data Analysis, Research, Underwriting, SPSS, Spanish, Real Estate, Credit Analysis, Microsoft Office, Access, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Credit
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Finance
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Swish Analytics March 2014 - Present
BobbyWorks Design April 2013 - Present
Capital One February 2013 - March 2014
VeriFone June 2012 - February 2013
Bank of America July 2010 - June 2012
Saugatuck Technology September 2009 - July 2010
New Canaan Lacrosse Association February 2009 - June 2009
Trans-Lux/Fair-Play, Inc. September 2008 - February 2009
Wachovia Securities Financial Network June 2008 - August 2008
InSite Search September 2007 - June 2008
Skills
Microsoft Excel, Data Analysis, Strategy, Analysis, Marketing, WordPress, Financial Analysis, Graphic Design, Web Design, Graphics, Research, HTML, Advanced CSS, JavaScript, jQuery, jQuery Mobile, HTML 5
Education
Fairfield University 2006 — 2010
B.S., Marketing, Mathematics
SSPJ
Fairleigh Dickinson University July 2015 - Present
JPMorgan Chase & Co. July 2015 - Present
USA Boxing, Inc. September 2014 - Present
JPMorgan Chase & Co. February 2014 - July 2015
JPMorgan Chase & Co. September 2012 - January 2014
Toys R Us June 2011 - August 2012
Fairleigh Dickinson University August 2009 - June 2011
Bank of America May 2009 - August 2009
Morgan Stanley Smith Barney January 2008 - May 2009
Skills
MicroStrategy Reporting, SharePoint, Business Intelligence..., UAT coordination, System Integration..., SDLC, Financial Reporting, Business Process..., Third Party Vendor...
Education
Fairleigh Dickinson University 2009 — 2011
MBA, Management Information Systems
Fairleigh Dickinson University 2005 — 2009
B.S., Finance & Economics
Bank of America December 2014 - Present
Bank of America June 2012 - Present
Bank of America January 2001 - June 2012
State of Florida October 1994 - December 2000
PwC September 1991 - August 1994
Skills
-Regulatory Relations..., -Ability to communicate..., -Learning agility, -Ability to adapt to..., -Ability to meet..., -Process analysis and..., -Audit policies and..., -Ability to navigate..., -Microsoft Office suite..., Auditing, Risk Management, Internal Audit, Six Sigma, Risk Assessment, Analysis, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Leadership, Financial Risk, Project Management, Enterprise Risk..., Accounting, Management, Operational Risk..., Banking, Operational Risk, Process Improvement, Financial Services
Education
Fairleigh Dickinson University 1986 — 1991
B.S., Accounting
PrimeLending December 2014 - Present
JPMorgan Chase July 2013 - December 2014
Total Merchant Resources November 2011 - June 2013
Bank of America September 2010 - July 2011
Century 21 Worden & Green March 2010 - September 2010
UBS Financial Services Inc January 2009 - June 2009
Skills
Finance, Investments, Banking, Retail Banking, Commercial Banking, Sales, Business Analysis, Financial Analysis, Selling, Investment Properties, Portfolio Management, Mortgage Banking, Loans, CRM, Credit
Education
Fairleigh Dickinson University 2005 — 2009
Bachelors, Finance
Fairleigh Dickinson University 2005 — 2009
Bachelor of Science (BS), Finance
Bishop George Ahr HS 2001 — 2005
Paramount Residential Mortgage Group Inc. (PRMG Inc.) April 2015 - Present
Guaranteed Rate October 2014 - April 2015
Guild Mortgage Company October 2012 - September 2014
Bank of America August 2010 - November 2012
JPMorgan Chase August 2006 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking, VA loans, Real Estate, Sales, Mortgage Banking, Banking, Loan Origination, VA Loans, Mortgage Lending, Loans, First Time Home Buyers, FHA, Residential Homes
Education
Fairleigh Dickinson University
Global Business Management, Global Business Management
Weichert, Realtors June 2014 - Present
JMK BMW September 2012 - Present
Bank of America February 2008 - January 2013
Innovation Contracting March 2007 - February 2008
eFashion Solutions October 2004 - March 2007
Skills
Retail, E-commerce, Customer Service, Negotiation, Sales, B2B, Real Estate, Selling, Account Management, Inventory Management, Team Building
Education
Professional School of Business 2014 — 2014
Real Estate License Course, Real Estate Agent
Fairleigh Dickinson University 2000 — 2005
Still attending, Civil Engineering
Cypress Trust Co May 2014 - Present
PNC Wealth Management May 2012 - May 2014
Seacoast National Bank June 2001 - January 2011
Bank of America February 2000 - June 2001
First Union May 1995 - February 2000
Shawmut National Bank April 1986 - May 1995
Skills
Investments, Wealth Management, Finance, High Net Worth..., Portfolio Management, Banking, Cross Selling, Mentoring Of Staff, Financial Services, Relationship Management, Wealth Management..., Private Banking, Sales, Management, Budgets, Trust and Estate..., Coaching and Motivating
Education
National Graduate Trust School 1993 — 1994
Certificate, Trust and Estate Administration
Fairfield University
Master of Science, Financial Management
University of California, Santa Barbara
Bachelors
Bank of America November 2014 - Present
Bank of America June 2011 - November 2014
Skills
Management, Mortgage Lending, Small Business Lending, Loans, Retail Banking, Consumer Lending, Commercial Lending, Branch Management, Commercial Banking, Loan Origination, Cross Selling, Credit Analysis, Lines Of Credit, Mortgage Banking, Deposits
Education
Fairleigh Dickinson University
M.B.A., Management
Wagner College
B.S.
TD October 2013 - Present
Bank of America March 2013 - September 2013
NYC Dept. of Housing Preservation and Development September 2011 - March 2013
Dun & Bradstreet April 2007 - September 2011
Skills
Vendor Management, Management, Governance, Project Portfolio..., SDLC, Project Management, PMP, Cross-functional Team..., Change Management, CRM, Program Management, Strategy, Enterprise Software, Data Center, Software Project..., PMO, Leadership, Requirements Analysis
Education
Fairleigh Dickinson University
MS, Electrical Engineering
Bank of America August 1990 - Present
Merrill Lynch December 2008 - March 2013
Merrill Lynch June 1995 - December 2008
Merrill Lynch August 1990 - June 1995
Skills
Project Management, Product Development, Vendor Management, Business Analysis, Product Management, Process Improvement, Cross-functional Team...
Education
Fairleigh Dickinson University
Bachelor of Science, Marketing
UBS August 2015 - Present
Merrill Edge February 2014 - July 2014
Bank of America August 2012 - February 2014
Bank of America November 2011 - August 2012
Bank of America June 2010 - November 2011
Skills
Banking, Financial Analysis, Management, Social Media, CRM, Marketing Strategy, Project Planning, Investments, Market Research, Budgets, Series 7, Series 63
Education
Fairleigh Dickinson University 2006 — 2010
BS, Marketing
Chartis International (AIG) October 2009 - June 2010
Market Resolve March 2008 - May 2009
Bank of America November 2004 - September 2006
Key Factors Marketing October 2005 - December 2005
Beacon Hill Club November 2004 - March 2005
Salomon Smith Barney January 2003 - April 2003
Education
Fairfield University
Seton Hall University Stillman School of Business South
B.A, Business Management
Bank of America 2011 - 2014
Skills
Credit, Loans, Team Building, Commercial Lending, Loan Origination, Strategic Planning, Mortgage Lending, Budgets, FHA, Small Business Lending, Banking, Fundraising, Event Planning, Public Speaking, Event Management, Nonprofits, Leadership Development, Financial Analysis, Customer Service, Commercial Banking, Mortgage Banking, Credit Analysis
Education
Fairleigh Dickinson University
M.B.A., Management
Bank of America October 2010 - Present
PricewaterhouseCoopers July 1997 - January 2010
Education
Fairleigh Dickinson University
MST, Taxation
RBC Capital Markets May 2010 - Present
Morgan Stanley September 2006 - May 2009
Credit Suisse August 2005 - August 2006
Bank of America January 2004 - August 2005
Morgan Stanley April 2001 - January 2004
Bank of America (formerly Summit Bank, United Jersey Bank) January 1994 - April 2001
Skills
Risk, Business Continuity, Physical Security, Emergency Management, Enterprise Risk..., Risk Analysis, Risk Management, Risk Assessment, Crisis Management, Operational Risk, Vendor Management, CBCP, Information Security, Leadership, Data Center, Security, Security Management, Financial Risk, Financial Analysis, Strategy, Financial Services, Equities, Capital Markets, Relationship Management, Private Investigations, Investment Banking, Management
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
Ramapo College of New Jersey 1983 — 1987
BS, Business Administration, Concentration in Marketing
Ramapo College of New Jersey 1983 — 1987
BS, Mathematics
Gerson Lehrman Group April 2009 - Present
Hand & Stone Massage and Facial Spa July 2008 - Present
GWS Ventures Inc April 2008 - Present
Access Group, Inc July 2010 - March 2012
Bank Of America January 2006 - September 2007
MBNA 2003 - 2006
MBNA 1999 - 2003
Chase Merchant Services 1996 - 1999
Citibank January 1993 - October 1996
Skills
Credit, Financial Analysis, Marketing, Competitive Analysis, Mergers, Banking, Risk Management, Mergers & Acquisitions, Finance, Business Analysis, Leadership, Budgets, Management, Financial Reporting, Cash Management, Financial Services, Forecasting, Analysis, Strategy, Business Strategy, Accounting, Investments, Start-ups, Credit Cards, Change Management, Strategic Planning, Executive Management, Team Building, Analytics, Due Diligence, Financial Modeling, Strategic Financial..., Portfolio Management, Loans, Business Planning, Insurance, Corporate Finance, Process Improvement, Managerial Finance, Financial Risk, Mortgage Lending, Credit Risk, Business Development, Valuation, Business Process..., Relationship Management, Payments, Governance, Equities, Treasury Management
Education
Fairleigh Dickinson University 1972 — 1977
BS, Accounting
Sagemark Consulting June 2005 - Present
Banc of America Investments September 2000 - November 2004
Banc of America Investment Services 2000 - 2004
Quick & Reilly 2000 - 2004
Bank of America 2000 - 2004
Fleet Bank of Boston 1991 - 1996
Skills
Retirement, Mutual Funds, Financial Advisory, Estate Planning, Wealth, Insurance, Investments, Financial Services, Strategy, Small Business, Fixed Annuities, Strategic Planning, Wealth Management, Series 7, Finance
Education
Saint John's University 1979 — 1980
AP, Finance
Fairleigh Dickinson University 1975 — 1977
MBA, Marketing
Rutgers University-New Brunswick 1969 — 1973
BA, Liberal Arts
Bank of America July 2012 - Present
Bank of America March 2010 - July 2012
Bank of America October 2006 - April 2010
APM Terminals March 2007 - September 2007
TNT Logistics July 2005 - September 2006
Info Tech April 2003 - June 2005
Convergys July 2002 - January 2003
Telcordia Technologies May 1998 - July 2002
AT&T September 1975 - June 1998
Skills
CRM, Vendor Management, Project Management, Project Planning, Team Building, Risk Management, Program Management, Business Process, Management, PMP, IT Strategy, Change Management, PMO, Leadership, ITIL, Analysis, Six Sigma
Education
Fairleigh Dickinson University 1976 — 1977
M.S., Management Science
Pratt Institute 1969 — 1974
B.S., Computer Science
Homemaker June 2011 - Present
Bank of America Home Loans November 2006 - July 2011
Bank of America November 2006 - June 2011
Wells Fargo November 1994 - November 2006
First Investors Mortgage Company February 1992 - November 1994
Skills
FHA, VA, Mortgage Lending, Mortgage Banking, Mortgage, Investment Properties, Refinance, Loans, Referrals, Finance, Sellers, Credit, Customer Service, VA Loans
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Business Management
Fairleigh Dickinson University 1975 — 1979
B.S., Biology
Linden High School 1972 — 1975
H.S. Diploma, College Preparatory
Bank of America December 2010 - June 2014
Bank of America April 2009 - June 2014
Merrill Lynch Transition April 2009 - June 2014
Bank of America March 2005 - June 2014
Bank of America January 2002 - June 2014
Bank of America October 2001 - June 2014
Bank of America May 2005 - May 2014
Bank of America April 2009 - January 2011
Bank of America July 2006 - March 2009
Bank of America May 2005 - July 2006
Skills
Project Planning, Project Management, Six Sigma, Business Process..., Cross-functional Team..., Change Management, SharePoint, PMP, Management, Financial Services
Education
Fairmont State University 1989 — 1994
Accounting
Fairmont State College
Axiom Bank September 2013 - Present
Capital One 2011 - August 2013
First Franchise Capital Corporation August 2010 - October 2011
. August 2009 - April 2010
Bank of America September 1991 - July 2009
Fleet Bank 1996 - 2004
Nat West September 1991 - 1996
Citicorp Real Estate June 1989 - August 1991
Bank Leumi Trust Company October 1986 - June 1989
Union Chelsea National Bank January 1985 - October 1986
Skills
Administration, Documentation, Banking, Management, Loan Origination, Process Improvement, Accounting, Customer Service, Microsoft Office, Outlook, Construction Loans, Microsoft Excel, Team Building, Commercial Mortgages, Commercial Banking
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Certificate, ABA
Felician College 2005 — 2007
B.A., Marketing & Management
DeAnza College
AA, Real Estate
Bishop McDonnell H.S. 1966 — 1970
UCLA Extension
Infobelt, LLC. April 2013 - Present
AIM Tech Partners April 2013 - Present
Bank of America August 1998 - March 2013
JP Morgan Chase April 1997 - August 1998
AirMedia/ExMachina October 1996 - May 1997
Quality Information Systems March 1992 - September 1996
Skills
Banking, Risk Management, Leadership, Strategy, Portfolio Management, Credit Cards, ITIL Service Strategy, Vendor Management, Cloud Computing, Loans, Oracle RAC, Capital Markets, Fixed Income, Financial Risk, Operational Risk..., SDLC, Trading, Project Portfolio..., Commercial Banking, Business Analysis, Investment Banking, IT Strategy, Enterprise Architecture, PMO, Trading Systems, Financial Services, Relationship Management, Credit, Operational Risk, Electronic Trading, Derivatives, Start-ups, Market Data, Equity Derivatives, Low Latency, Business Continuity, Equities, Executive Management, Options, Credit Derivatives, Application Architecture, Information Technology, Analytics, Governance, Offshoring, Disaster Recovery, IT Management, Infrastructure, Data Warehousing
Education
Fairleigh Dickinson University 1998 — 2000
MS, Computer Science
Osmania University 1991 — 1995
Bachelor of Science (BS), Computer Science
Nalanda 1989 — 1991
High School, Math, Physics and Chem
St. Mary's High School 1980 — 1989
10th Grade
Merrill Lynch June 2015 - Present
Bank of America October 2014 - Present
Merrill Edge June 2013 - October 2014
UBS Financial Services June 2012 - August 2012
Five Below July 2011 - June 2012
Five Below July 2008 - July 2011
Skills
Management, Team Building, Corporate Finance, Microsoft Office, Reliability, Success Driven, Winning Teams, Microsoft Word, Customer Service, Sales, Retail, Series 7, Series 63, Finance, Investments, Time Management, PowerPoint, Microsoft Excel, Teamwork, Retirement Planning, Cash Management, Customer Satisfaction
Education
Fairleigh Dickinson University 2009 — 2013
Finance, Senior
Bishop George Ahr High School 2005 — 2009
U.S. Department of State September 2002 - December 2011
Social Security Administration December 1990 - August 2002
Bechtel Power Corporation 1982 - December 1986
Bank of America March 1973 - October 1982
Skills
Financial Management, International Business, Teaching Adults, Managerial Finance, Spanish, Management, Multilingual, International..., International Relations, Analysis, Portfolio Management, Portuguese, Financial Analysis, Financial Modeling, Latin America, Finance, French
Education
Golden Gate Baptist Theological Seminary 1987 — 1990
Master of Divinity
Golden Gate University 1980 — 1981
MBA, Banking/Finance
Fairfield University 1964 — 1968
BA, Economics
Bank of America October 2011 - January 2013
ReedSmith, LLP March 2010 - July 2010
Bayer March 2009 - February 2010
Bayer Corporation March 2009 - February 2010
Bloodgood, Esq May 2006 - February 2009
Coughlin Duffy LLP April 2008 - May 2008
notarizing documents May 2006 - November 2007
ReedSmith LLP January 2003 - January 2007
Merrill Lynch February 2006 - May 2006
Commerce Bank November 2004 - January 2005
Skills
Litigation, Corporate Law, Research, Real Estate, Legal Research
Education
Fairleigh Dickinson University
A.B.A, Approved Paralegal Studies
UNIVERSITY OF SOUTHERN COLORADO
MUSIC
University of Colorado, Pueblo
BS, Music
Mount Sinai Medical Center June 2012 - Present
Roche July 2010 - May 2012
Bank of America March 2010 - June 2010
Computer Sciences Corporation November 2008 - December 2009
Bank of America Securities August 2001 - October 2008
Globix February 1999 - May 2001
Toys R Us September 1997 - January 1999
Liberty Brokerage August 1996 - August 1997
Education
CFEngine overview training
Redhat Training
RHCSA
Fairleigh Dickinson University 1992 — 1995
BS, Computer Science
www.greenlionmarketplace.com April 2014 - Present
Crooked Halo LLC May 2006 - May 2015
Green Lion Marketplace 2014 - 2014
Waiters, Inc 1988 - 1998
Midlantic Bank 1985 - 1988
United Jersey Bank 1983 - 1985
Bank of America 1981 - 1983
Union Bank of Bavaria 1976 - 1977
Skills
Fine Art, Art, Painting, Fine Art Photography, Portraits, Sketching, Photography, Graphic Design, Digital Photography, Drawing, Contemporary Art, Visual Arts, Creative Direction, Customer Service, Sales, Illustration, Web Design, Management, New Business Development
Education
Fairleigh Dickinson University Teaneck NJ 1977 — 1981
BS, Economics and Finance
Pascack Valley Regional HS 1973 — 1976
Old Church Cultural Center School of Art
Fine Art Printmaking
Bank of America March 2015 - Present
Wells Fargo Bank July 2011 - March 2015
BNI January 2009 - September 2012
Wells Fargo May 2008 - July 2011
JPMorgan Chase November 2007 - February 2008
Heartland Home Finance June 2004 - August 2007
Heartland Mortgage Company 2004 - 2005
Comfort One Shoes February 2001 - March 2003
Nordstrom 1998 - 2001
Macy's East June 1994 - June 1997
Skills
Commercial Lending, Mortgage, Cash Management, Loans, Credit, Lines Of Credit, Underwriting, Banking, Small Business Lending, Portfolio Management, Commercial Banking, Small Business, Customer Relations, Customer Service, Retail, Sales Management, Treasury Management, Mortgage Lending, Refinance, Retail Banking, Sales, Cross Selling, Loan Origination, Mortgage Banking, Relationship Management, Commercial Mortgages, Residential Mortgages, Series 63, Home Equity Loans, Commercial Real Estate, Business Relationship..., Real Estate Economics, Risk Management, Financial Services, Finance, Investments, Financial Analysis, FHA, Mergers & Acquisitions, Credit Analysis, Strategy, Consumer Lending, Private Banking, Asset Based Lending, Business Planning, Wealth Management, Merchant Services, Management, Branch Banking, Branch Management
Education
South Seattle Community College 2011 — 2011
Certificate of Completion, Accounting
Fairleigh Dickinson University 1991 — 1996
BS, Psychology
Hudson Catholic 1987 — 1991
High School Dilpoma, General Education
Advance Digital July 2015 - Present
Advance Digital Inc. January 2013 - Present
Advance Digital March 2005 - December 2012
Bank of America January 2003 - August 2004
Bank of America April 2002 - January 2003
Bank of America March 2000 - April 2002
Skills
Computer Proficiency, Public Relations, Public Speaking, Change Management, Operations Management, Typing, Oral & Written..., Customer Service, Software Documentation, Online Advertising, Policy, Sales, Social Media, Social Media Marketing
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Management Information Systems, General
Fairleigh Dickinson University 1998 — 2002
Bachelor of Arts (BA); Associate of Arts; AA, English Language and Literature; Liberal Arts
Lincoln High School 1996 — 1998
Diploma
The Woodlands HS 2006 - Present
Bank of America March 1999 - November 2002
JPMorgan Chase 1983 - March 1999
Skills
Fluent in Spanish,..., Credit, Loans, Credit Cards, Mortgage Lending, Capital Markets, Technology Integration, Financial Analysis, Risk Management, Economics
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Economics
Citibank N.A., New York, NY September 2015 - Present
Citi March 2013 - September 2015
Comerica Bank April 2012 - February 2013
Nationstar Mortgage August 2010 - August 2011
Chase Bank July 2008 - August 2010
Executive Home Mortgage September 2007 - July 2008
Coldwell Banker Real Estate Solutions January 2007 - July 2008
Countrywide Home Loans October 2004 - November 2006
Bank of America July 2002 - October 2004
Bank of America November 2000 - July 2002
Skills
Mortgage Lending, Real Estate Transactions, Customer Service, Negotiation, Retail Banking, Mortgage Banking, Real Estate Financing, Real Estate, Sales, Business Development, New Business Development, Refinance, Investment Properties, Loans, Banking, Financial Services, Home Equity Loans, Credit, Cross Selling, Home Equity Lines of...
Education
THE UNIVERSITY OF KENTUCKY SCHOOL OF BUSINESS 1980 — 1983
Bachelor of Business Administration, Marketing
Southern Methodist University 1979 — 1980
Undergraduate, Business Administration and Management, General
Fairfield University 1978 — 1979
Undergraduate, Pre-Dentistry Studies
International School Manila 1971 — 1978
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
Bank of America September 2015 - Present
Mariner's Bank September 2014 - April 2015
Wells Fargo Bank February 2013 - August 2014
TD Bank (Commerce) 2005 - 2012
Hilltop Community Bank October 2004 - December 2005
JPMorgan Chase 1998 - 2000
Skills
Retail Banking, Commercial Banking, Cross Selling, Business Development, Mortgage Banking, Home Equity Loans, Home Equity Lines of..., New Business Development, Credit Analysis, Risk Management, Credit, Sales Management, Investments, Sales, Team Building, Insurance, Portfolio Management, Wealth Management, Training, Leadership, Management, Small Business Lending, Financial Services, Relationship Management, Customer Retention, Commercial Mortgages, Loan Origination, Consumer Lending, Asset Based Lending, Underwriting, Credit Risk, Lines Of Credit, Financial Analysis, Commercial Lending, Banking, Loans, Mortgage Lending, Finance, Cash Management, Commercial Real Estate, Residential Mortgages, Branch Management, Small Business, Customer Service, Branch Banking, Strategic Planning, Refinance
Education
Fairleigh Dickinson University 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
Paul VI Regional 1987 — 1990
Santander Bank, N.A. November 2013 - Present
Capital One August 2011 - October 2013
Bank of America 2009 - 2010
Chase Home Lending 2000 - 2008
Chapdelaine & Co. 1997 - 1998
Eurobrokers 1996 - 1996
Prebon Yamane 1989 - 1995
Lasser Marshall 1973 - 1988
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Economics
Westin Governor Morris April 2012 - Present
Grand Summit Hotel July 2004 - November 2011
The Grand Summit Hotel June 2009 - October 2011
Bank of America June 2003 - July 2004
Hamilton Park Hotel & Conference Center July 2002 - June 2003
Hamilton Park Hotel April 2001 - July 2002
Hamilton Park Hotel August 1999 - April 2001
Skills
Hospitality Industry, Hotels, Hospitality, Hospitality Management, Food & Beverage, Front Office, Event Management, Revenue Analysis, Meeting Planning, Event Planning, Restaurants, Customer Service, Hotel Management, Catering, Corporate Events
Education
Fairleigh Dickinson University 1997 — 2001
BA, Hotel Restaurant Tourism Management
Fairleigh Dickinson University 1997 — 2001
Bachelor of Science, Hotel Restaurant and Tourism Management
Holy Family Academy 1993 — 1997
TD February 2014 - Present
Sovereign Bank August 2005 - April 2013
AMC Theatres September 1997 - January 2008
Bank of America August 1999 - August 2005
Skills
Typing, Excel, Word, Customer Service, Microsoft Word, Microsoft Excel, Access, Customer Satisfaction, Credit, Loans, Call Centers, Outlook, Portfolio Management, Customer Retention
Education
Fairleigh Dickinson University 1997 — 1999
Associates, Liberal Arts and Sciences/Liberal Studies
BP/Castrol May 2014 - Present
BP/Castrol 2001 - Present
Bank of America 1991 - 2001
Education
Fairleigh Dickinson University
Montclair State University
Bachelor's degree
Bank of America June 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
Envestnet Asset Management May 2010 - August 2010
Estee Lauder Companies Inc June 2009 - August 2009
Skills
Competitive Analysis, Finance
Education
Fairfield University 2007 — 2011
Bachelors, Finance
Capital One January 2010 - Present
CAPITAL ONE BANK January 2010 - Present
Capital One January 2010 - Present
Capital One September 2004 - Present
MIDDLE MARKET September 2005 - December 2009
BANK OF AMERICA July 2001 - September 2005
BANK OF AMERICA August 1998 - July 2001
INVESTMEST MANAGEMENT DIVISION June 1997 - August 1998
BANK OF AMERICA February 1997 - June 1997
BANK OF AMERICA September 1993 - February 1997
Education
Fairleigh Dickinson University
BA, Communications
Fairleigh Dickinson University
B.A, Communications
Bank of America June 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch November 1996 - January 2009
EJV Partners LLP 1994 - 1996
Buffalo Partners LP June 1993 - August 1994
EJV Partners November 1992 - June 1993
Columbia University January 1989 - November 1992
Fairfield University June 1988 - December 1988
Skills
R programming, Performance Analysis, Linux System..., Packet Analysis, Linux Internals, Solaris, Perl, Mathematica, Python, Unix Shell Scripting, HP Mercury Loadrunner, Shunra Virtual Network..., OPNET, TCL & TK, Microsoft Visual Studio, Eclipse, C, C++, Java, MQ Series, Oracle, Sybase, MySQL DBA, SAS, SPSS, VMware Infrastructure, VMware, Virtualization, TeamQuest, Capacity Planning
Education
Stony Brook University 1986 — 1988
MS, Applied Mathematics & Statistics
Fairfield University 1981 — 1986
BS, Mathematics
US Department of Homeland Security December 2010 - Present
U.S. Department of Homeland Security December 2010 - Present
Bank of America December 2009 - December 2010
Bank of America July 2008 - December 2009
Bank of America July 2007 - June 2008
Bank of America June 2005 - July 2007
Nike Inc. August 2000 - June 2005
Skills
Sales, Banking, Relationship Management, Credit, Customer Service, Loans, Training, Coaching, Finance, Retail, Leadership, Event Planning, Risk Management, Management, Analysis, Financial Services, Marketing, Strategic Planning
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science, Business Management
Fairleigh Dickinson University
Bank of America March 2014 - Present
AIG December 2006 - March 2014
Hilton Grand Vacations June 2004 - August 2006
Avon 2006 - 2006
The Hartford January 2003 - January 2004
Lucent Technologies 1998 - 2001
Skills
Mergers & Acquisitions, Vendor Management, Contract Negotiation, Program Management, Sourcing, Leadership, Negotiation, Strategy, Project Management, Strategic Sourcing, Procurement, Outsourcing, Process Improvement, Budgets
Education
Seton Hall University 2001 — 2003
MA
Seton Hall University 2001 — 2003
MPA
Fairleigh Dickinson University 1987 — 1991
BA
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
American Express October 2014 - Present
American Express July 2012 - October 2014
American Express October 2009 - July 2012
Wyndham Vacation Ownership June 2009 - October 2009
Sears Holdings Corporation October 2007 - January 2009
Bank of America October 2005 - October 2007
Bank of America March 2005 - October 2005
GEICO December 2003 - March 2005
People's United Bank August 2003 - November 2003
People's United Bank September 2000 - August 2003
Skills
Call Center, Customer Experience, Customer Satisfaction, Customer Service, Process Improvement, Marketing Compliance, Marketing Communications
Education
Fairfield University 1997 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Sacred Heart University 1999 — 2000
Fox Restaurant Concepts November 2014 - Present
North Italia July 2013 - November 2014
Bank of America January 2013 - July 2013
Nick's Pinnacle Peak May 2007 - January 2013
Reata Pass May 2006 - August 2009
Plymouth Rock Assurance 2002 - 2004
Skills
Customer Service, Social Media, Event Planning
Education
Fairfield University 1997 — 2001
Glenbrook South High School
BofA Global Capital Management June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America September 2009 - June 2011
Bank of America January 2006 - September 2009
Bank of America February 2004 - January 2006
John A. Levin & Co., Inc. March 1996 - February 2004
John A. Levin & Co. September 1992 - March 1996
Gabelli Asset Management June 1990 - September 1992
Skills
Investment Management..., Change Management, Wrap Operations, Securities, Investment Management, WRAP
Education
Fairfield University 1986 — 1990
Bachelor of Arts (BA), Economics
Bank of America November 2013 - Present
Computershare January 2012 - October 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services 1998 - June 2007
LBAC September 1997 - October 1998
Education
Fairleigh Dickinson University 2004 — 2009
M.S.MIS, MANAGEMENT INFORMATION SYSTEMS
Fordham University 1988 — 1993
BA, Economics, Business
Bank of America Retired - Vice PresidentBank of AmericaMarch 1961 - April 2005
Education
Fairleigh Dickinson University 1965 — 1969
Wells Fargo January 2011 - Present
Wells Fargo November 2009 - February 2010
Kaiser Permanente November 2008 - November 2009
Wells Fargo November 2007 - November 2008
Gap Inc. February 2007 - October 2007
Charles Schwab December 2005 - December 2006
Freddie Mac January 2002 - July 2005
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Bank of America 1980 - 1995
Skills
Project Portfolio..., Project Planning, Problem Solving, Microsoft Office, PMO, SDLC, Program Management, Process Improvement, Business Analysis, Analysis, Software Documentation, Risk Management, Integration, Mergers & Acquisitions, PMP
Education
Fairleigh Dickinson University
Bachelor of Science, Business Management
Wells Fargo October 2012 - Present
TIAA-CREF March 2010 - October 2012
Bank of America March 2008 - March 2010
Fidelity National Financial 2006 - 2007
Fidelity National Financial 2006 - 2007
Skills
Requirements Analysis, Business Requirements, User Acceptance Testing, Vendor Management, Agile Methodologies, Process Improvement, Business Intelligence, Business Process..., Financial Analysis, Financial Reporting, Enterprise Risk..., Banking, Basel II, Sarbanes-Oxley, Project Management, Risk Management, Change Management
Education
Fairleigh Dickinson University 2003 — 2005
Master of Business Administration (MBA), Finance, General
TD Ameritrade November 2012 - Present
HSBC Bank USA January 2009 - Present
Bank of America January 2006 - January 2009
Fleet Bank 2001 - 2007
Skills
Fixed Income, Portfolio Management, Wealth Management, Equities, Banking, Investments
Education
Fairleigh Dickinson University
CFA Society Chicago December 2014 - Present
UBS O'Connor May 2004 - June 2013
Bank of America 2001 - 2004
Skills
CFA, Hedge Funds, Equities, Chartered Financial..., Asset Management, Alternative Investments, Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investments, Securities, Investment Banking, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance
Fairfield University 1983 — 1987
BA Economics/ Mathematics Minor
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Bank of America Merrill Lynch 2009 - Present
Bank of America 2009 - Present
Merrill Lynch & Co. April 2006 - Present
Guardian Life Insurance 2003 - 2005
Vercuity (TSL) 2001 - 2002
AT&T June 1996 - May 2001
Education
Fairleigh Dickinson University 1996 — 2001
Bank of America 2003 - 2005
Fleet Bank 2000 - 2003
Summit Bank 1994 - 2000
Imperial Credit Industries 1992 - 1994
Carteret savings Bank 1984 - 1992
Skills
Loans, Customer Service, Management, Marketing, Banking, Budgets
Education
Fairleigh Dickinson University 1980 — 1982
MBA, Finance and Banking
William Paterson University of New Jersey 1970 — 1974
BA, Business Adminstration
Spark451 January 2012 - Present
Balance Capital Advisors September 2008 - January 2015
Pardus Capital August 2007 - July 2008
Bank of America October 2000 - August 2007
Credit Suisse 1999 - 2000
Salomon Brothers 1997 - 1998
Prudential Equity Group 1993 - 1997
Skills
Marketing, Finance, Financial Modeling, Strategy, Banking, Portfolio Management, Valuation, Hedge Funds, Capital Markets, Equities, Investment Banking, Financial Analysis
Education
Fairfield University 1989 — 1993
Bachelor of Science, Finance & International Business
Chaminade High School 1985 — 1989
Bank of America 2006 - 2009
Fleet Bank 2000 - 2005
Fleet Bank 1990 - 2000
Skills
Banking, Credit, Financial Services, Payments, Product Marketing, Strategic Partnerships, Investments, Relationship Management, Product Development, Treasury Management, Risk Management, Cash Management, Financial Risk, Portfolio Management, Management
Education
Fairfield University
Bachelor of Arts
Creating Homes LLC January 2008 - Present
BEC Mobile Tax Preparation January 2000 - Present
Bank of America 2003 - 2008
Education
University of North Carolina at Charlotte 1988 — 1993
BS, Accounting, Accounting and Finance
Fairleigh Dickinson University
MBA, International Business
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Bank of America August 2013 - Present
Burns and Roe November 2004 - May 2012
Smolin Lupin & Co October 2003 - May 2004
Ganer Grossbach & Ganer January 1998 - May 2003
Education
Fairleigh Dickinson University
Master's degree, Administrative Sciences
Wagner College 1987 — 1995
Right Management October 2002 - Present
Bank of America May 2000 - October 2002
Deloitte Consulting 1991 - 2000
Home Life Insurance Company November 1990 - January 1992
Touche Ross (Now Deloitte) November 1984 - November 1990
Skills
Organizational..., Talent Management, Business Development, Recruiting, Account Management, Organizational..., Career Development, Executive Coaching, Employee Engagement, Employee Relations, Business Strategy, Coaching, Leadership Development, Succession Planning, Leadership, Training, Deferred Compensation, Strategy, Consulting, Management Development, Organizational Design, Human Capital, Performance Management, Management Consulting, Management, Career Management, Personnel Management, Workshop Facilitation, Human Resources, 360 Feedback, Culture Change, Executive Development, Outplacement, Talent Acquisition, Workforce Planning
Education
Fairleigh Dickinson University 1980 — 1985
MBA, Management
Penn State University 1969 — 1973
BA, English
Macy's Systems & Technology January 2012 - Present
SomnoResp Solutions March 2010 - January 2011
Bank of America 2005 - November 2009
CNBC 1999 - 2004
Skills
Process Improvement, Leadership, Vendor Management, Project Management, Team Leadership, Integration, Management, Business Analysis, Software Documentation, Analysis, SDLC, System Administration, Troubleshooting, IT Management, IT Strategy, Visio, Sales
Education
Fairleigh Dickinson University
Ocwen Financial Corporation January 2014 - Present
Bank of America March 2013 - January 2014
Bank of America June 2012 - March 2013
Choice Mortgage January 2008 - June 2012
GMAC Mortgage July 2007 - January 2008
PHH Mortgage November 1996 - June 2007
Skills
Loans, Mortgage Lending, Customer Service, Mortgage Banking, Credit, Residential Mortgages, FHA, Refinance, Banking, Call Centers, Sales Management, Risk Management, Team Building, Selling, Sales, Process Improvement, Insurance, Financial Services, New Business Development, Coaching, Financial Analysis, Training, Business Development, Strategic Planning, Loan Origination, Relationship Management, Leadership, Vendor Management, CRM, Customer Retention, Account Management, Customer Satisfaction, Operations Management, Cold Calling, Salesforce.com, Team Leadership, Sales Operations, Recruiting, Sales Presentations, Direct Sales, Management, Performance Management, Contract Negotiation, Negotiation, Forecasting, Business Analysis, Portfolio Management, Cross-functional Team..., Business Planning
Education
Fairleigh Dickinson University 2010 — 2011
Masters, Administration
Rowan University 1990 — 1995
BA, Communications
Office Depot September 2008 - April 2010
Complete Claim Solutions April 2007 - September 2008
Sennett Security Products, Inc. May 2003 - April 2007
PCA & Associates November 2001 - May 2003
Stainsafe February 2001 - October 2001
Chase Manhattan Bank May 2000 - November 2000
U.S. Navy February 2000 - May 2000
National Aeronautics and Space Administration September 1999 - January 2000
Bank of America April 1999 - September 1999
Transamerica September 1998 - March 1999
Skills
Microsoft SQL Server, Project Management, Integration, Oracle, Programming, Databases, Web Development, Performance Tuning, PL/SQL, Crystal Reports, Sybase, MS Project, DB2, Program Management, Requirements Analysis, Data Analysis, JavaScript, HTML, T-SQL, Data Modeling
Education
Fairleigh Dickinson University 1987 — 1992
MBA, Information Systems
University at Albany, SUNY 1971 — 1973
B.S., Business
Northeast Clinton Central
bank of America vice presidentbank of america1985 - 2008
Education
Fairfield University 1975 — 1979
BS, Business Admin/Marketing
Bank of America May 2011 - Present
Credit Suisse January 2010 - May 2011
Citibank August 2009 - December 2009
Fortis Bank May 2005 - August 2009
Epicor October 1998 - May 2005
American Kennel Club May 1995 - October 1998
Skills
Performance Management, Accounting, Risk Management, Banking, Business Analysis, Credit, Financial Analysis, SDLC, Project Management, Financial Risk, Financial Modeling, Fixed Income, Requirements Analysis, Management, Financial Reporting, Derivatives
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor, Accounting
Bank of America March 2005 - Present
Education
Fairleigh Dickinson University
Liberal Arts
Barclays Capital July 2008 - Present
Global Crossing February 2007 - September 2007
Milliman & Robertson July 2005 - March 2006
Bank of America February 2004 - January 2005
Merrill Lynch April 2002 - May 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, DCF, Valuation, Investment Banking, Fixed Income, Capital Markets, Equities, Derivatives, Corporate Finance, Risk Management, Hedge Funds, Quantitative Analytics, Portfolio Management, Prime Brokerage
Education
Seton Hall University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Bank of America June 2014 - Present
Bank of America March 2007 - June 2014
Isola Group 2005 - 2007
Skills
Administrative..., Outlook, Spreadsheets, Office Management
Education
Fairleigh Dickinson University 1986 — 1988
Bank of America November 1996 - February 2002
Skills
Financial Modeling, Financial Analysis, Banking, Budgets, Finance, Investments, Management, Research, Marketing Strategy, Analysis, Data Analysis, Forecasting, Risk Management, Strategic Planning, Strategy, Leadership
Education
Fairleigh Dickinson University 1994 — 1996
MBA, International Business
Santander Bank, N.A. March 2015 - Present
Santander Bank, N.A. March 2013 - March 2015
Bank of America January 2004 - March 2013
Skills
Banking, Branch Management, Commercial Lending, Consumer Lending, Credit, Credit Cards, Credit Risk, Cross Selling, Deposits, Lines Of Credit, Financial Services, Loan Origination, Loans, Portfolio Management, Retail Banking, Sales, Sales Management
Education
Fairfield University 1996 — 2000
B.A., English
Bank of America Merrill Lynch February 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Bank of America 2010 - 2014
Skills
Fixed Income, Credit Derivatives, Capital Markets, Derivatives
Education
Fairfield University 1998 — 2001
BS, Finance
Bank of America September 2012 - Present
Newtown Savings Bank January 2011 - February 2012
Community Economic Development Fund (CEDF) September 2009 - December 2010
Bank of America September 2005 - February 2009
Transition 2009 - 2009
Fleet Bank/Bank of America March 1994 - September 2005
Connecticut Bank & Trust/Fleet Bank September 1988 - February 1994
Skills
Training Skills, Training Delivery, Presenter, Customer Satisfaction, Community Relations, Sales Coach, Sales, Training, Loans, Mortgage Lending, Community Development, Credit, Business Development, Management, Banking, Commercial Banking, Retail Banking, Portfolio Management, Financial Services, Financial Risk, Commercial Lending, Small Business Lending
Education
Sacred Heart University 1994 — 1996
Masters, MBA
Fairfield University 1984 — 1988
BS, Marketing
Trumbull High School 1981 — 1984
Diploma, College Prep
Ally Financial Inc. November 2011 - Present
Enterprise Engineering, Inc. January 2010 - October 2011
Bank of America -Columbia Management August 2007 - February 2009
OppenheimerFunds July 2005 - June 2007
Bank of America May 2002 - July 2005
Bank of New York Mellon September 2000 - May 2002
Merrill Lynch May 1991 - July 2000
Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server
Education
Fairleigh Dickinson University 1985 — 1990
Bachelors of Science, Finance /Computer Science
Merrill Lynch Wealth Management January 2011 - Present
Bank of America December 2009 - January 2011
BlackRock September 2006 - April 2009
Merrill Lynch 1995 - 2006
Skills
Series 7, Mutual Funds, Series 66, Uniform Combined State..., Financial Modeling, Series 63, Asset Allocation, Securities, Legal, Product Management, Product Specialists, Investment Management, Fixed Income, Hedge Funds, Wealth Management, ETFs, Alternative Investments, Asset Management, Investments
Education
Fairleigh Dickinson University 1994 — 1994
Paralegal Certificate
Rider University 1990 — 1994
BA, Liberal Arts
AREA interior design January 2013 - Present
Morgan Stanley May 2012 - January 2013
Bank of America January 2010 - May 2012
Bank of America October 2009 - January 2010
Merrill Lynch July 2008 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, IPS, Asset Managment, Valuation, Financial Analysis, Fixed Income, Risk Management, Finance, Equities, Relationship Management, Portfolio Management, Options, Hedge Funds, Alternative Investments, Analysis, Emerging Markets, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Marketing, Finance
University of Florence 2006 — 2006
International Business, Marketing
TD July 2013 - Present
Morgan Stanley April 2010 - July 2013
Bank of America October 2007 - April 2010
Bank of America April 2006 - October 2007
Skills
Loans, Series 7, Banking, Credit, Investments
Education
Fairfield University 1999 — 1999
MS, Financial Management
Springfield College 1993 — 1997
B.S., Sports Management/Business Management
SunTrust Bank February 2013 - Present
RBS America / Citizens Bank October 2011 - February 2013
Bank of America November 2007 - September 2011
Skills
Management Consulting, Sales Management, Financial Management, Financial Reporting, Loans, Managerial Finance, Banking, Management, Business Strategy, Risk Management, Leadership, Project Management, Program Management, Analysis, Strategy, Financial Analysis, Executive Management, Finance, Sales, Strategic Planning, Financial Services, Marketing, Business Analysis, Process Improvement, Business Development, Change Management, Financial Modeling, Business Process..., Cash Management, Customer Service, Internal Audit, Mortgage Lending, Business Planning, Business Intelligence, Access, Microsoft Office, Portfolio Management
Education
Fairleigh Dickinson University 2006 — 2007
MBA, Global Management & Finance
University of Douala
Post Graduate Professional Diploma, Marketing Management
UNIVERSITY OF YAOUNDE
Bachelor's degree, Law
Fairleigh Dickinson University
Master of Business Administration (MBA)
Bank of America April 2012 - Present
Bank of America August 2010 - March 2012
Bank of America September 2009 - September 2010
Bank of America August 2008 - August 2009
GHS Data Management May 2008 - July 2008
Decusoft August 2007 - April 2008
Fairleigh Dickinson University January 2006 - August 2007
Skills
Microsoft SQL Server, SSRS, SQL, ETL, Data Warehousing, SSIS, SDLC, Business Intelligence
Education
Fairleigh Dickinson University 2006 — 2007
Master's degree
Jawaharlal Nehru Technological University
Bachelor of Technology
TMIS
Santander Bank, N.A. November 2010 - Present
Weichert Financial Services October 2009 - October 2010
J P Morgan Chase April 2008 - September 2009
WaMu 2000 - 2008
NorthAmerican Mortgage/Dime Savings Bank 1998 - 2001
Bank of America 1994 - 2000
Bank of America 1994 - 2000
Anchor Savings Bank 1983 - 1990
Skills
Mortgage Banking, FHA, Loan Origination, USDA, Loans, Residential Mortgages, Refinance, Credit, Construction Loans, VA loans, Mortgage Underwriting, Credit Analysis, FHA financing, Commercial Lending, Loss Mitigation, Reverse Mortgages, Underwriting, Consumer Lending, Cross Selling, Government Loans, Home Equity Loans, Real Estate, Branch Management, Fraud, Lines Of Credit, Real Estate Financing, Mortgage Servicing, Home Equity Lines of..., Financial Services, Banking, Retail Banking, Credit Risk, Portfolio Management, Finance, Financial Structuring, Relationship Management, Commercial Mortgages, Small Business Lending, Asset Based Lending, Funding, Investments, Community Service, Financial Risk, Leadership, Loan Servicing, Mortgage Marketing, Real Estate Economics, Mortgage Lending, Management, Risk Management
Education
Fairleigh Dickinson University 1977 — 1981
MBA, Management
Visiting Angels March 2012 - Present
Merrill Lynch October 2009 - March 2012
Bank of America August 2007 - October 2009
Wachovia Wealth Management January 2005 - August 2007
Skills
Estate Planning, Wealth Management, Investments, Wealth, Series 7, Healthcare, Strategic Financial..., Life Insurance, Investment Management, Health Insurance, Retirement Planning, Options, Hedge Funds, Financial Services, Insurance, Mortgage Lending, Small Business, Securities, Asset Allocation, Mutual Funds, Wealth Management..., Series 63, Equities, Investment Strategies, Investment Advisory, Loans, Portfolio Management, High Net Worth..., Disability Insurance, Asset Management, Private Banking, FINRA, Alternative Investments, Retirement, Long-term Care, Bonds, Series 65, Fixed Annuities, Fixed Income, Term Life Insurance, Relationship Management, Financial Planners, Financial Advisory, 401k, Private Equity, Series 6
Education
Fairleigh Dickinson University 2005 — 2007
Certified Financial Planner, Finance and Financial Management Services
Mt St Mary's College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Millburn High School '76 1968 — 1972
JP Morgan February 2005 - Present
Bank of America May 1983 - November 2004
Education
Fairfield University 1978 — 1982
Bachelor's Degree, Finance and Financial Management Services
MFS Investment Management November 2012 - Present
MFS Investment Management July 2010 - November 2012
UBS AG, Investment Bank July 2007 - January 2010
BANK OF AMERICA May 2006 - July 2007
Skills
Fixed Income, Emerging Markets, Foreign Exchange
Education
Fairfield University 2001 — 2005
St. Sebastian's 1995 — 2001
Bank of America May 2006 - Present
Citi April 1986 - May 2006
MasterCard January 1981 - April 1986
Skills
Series 7, Series 63, Series 24, Private Banking, Citigroup Credit..., Loans, Credit Analysis, Relationship Management, Finance, Management, Asset Management, Investments, Financial Analysis, Capital Markets, Banking
Education
Pace University 1982 — 1985
Master of Business Administration (MBA), Finance, General
Fairfield University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Retirement Funding Solutions July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Bank March 2011 - April 2012
Bank of America September 2007 - March 2011
TransLand Financial Services November 1996 - September 2007
Skills
Mortgage Lending, Reverse Mortgages, Loans, Mortgage Banking, First Time Home Buyers, Refinance, Loan Origination, Credit, Investment Properties, Residential Mortgages, Banking
Education
Fairleigh Dickinson University 1968 — 1972
Bachelor of Arts, Elementary Education
Stifel Financial Corp. June 2015 - Present
Bank of America October 2012 - 2014
Livius Management June 2009 - October 2012
Ernst & Young January 2008 - June 2009
Booz Allen Hamilton January 2007 - January 2008
Morgan Stanley January 2005 - June 2007
JM Romich Enterprises March 2003 - September 2005
Skills
Financial Analysis, Budgets, Finance, IFRS, Business Development, Risk Management, Management, Banking, Financial Risk, Valuation
Education
Booz Allen Hamilton Management Mentoring Program 2007 — 2008
Accounting and Business/Management
Fairleigh Dickinson University 2004 — 2008
BS, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
TD Ameritrade April 2015 - Present
Financial Life Focus, LLC June 2011 - December 2014
Bank of America October 1993 - April 2009
Skills
Wealth Management, Series 63, Series 7, Investments, Financial Services, Portfolio Management, Finance, Banking, Relationship Management, Asset Management, Securities, Loans, Mutual Funds, Credit
Education
Fairleigh Dickinson University 1980 — 1985
Bachelor of Science, Business Finance
AIG October 2012 - Present
American International Group March 2010 - Present
BANK OF AMERICA January 2009 - November 2009
Merrill Lynch January 2003 - December 2008
MERRILL LYNCH & CO., INC January 2003 - December 2008
Global Procurement & Accounts Payable Services January 2000 - December 2002
Merrill Lynch January 1996 - December 1999
Merrill Lynch October 1980 - January 1996
Ernst & Young June 1977 - September 1980
Education
Fairleigh Dickinson University 1973 — 1977
BS, Accounting
CRA Admired Leadership Institute
Harvard University/Harvard Business School
University of Penn/Wharton School of Business
U.S. Trust November 2013 - Present
Bank of America June 2011 - November 2013
Bank of America June 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Citibank Smith Barney June 2007 - August 2007
Skills
Finance, Portfolio Management, Managerial Finance, Equities, Bloomberg, Asset Management, Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Valuation
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance and Information Systems
Florence University of the Arts 2007 — 2007
The Ursuline School 2001 — 2005
Suffolk Federal Credit Union January 2008 - Present
NuVision Federal Credit Union January 2007 - February 2008
Kinecta Federal Credit Union July 2004 - January 2007
Toyota Financial Savings Bank May 2003 - July 2004
Fifth Third Bancorp February 1998 - October 2002
Bank of America February 1986 - February 1997
Skills
Credit Unions, Consumer Lending, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Underwriting, Small Business Lending, Mortgage Banking, Loan Origination, Executive Management, Loss Mitigation, Commercial Banking, Portfolio Management, Residential Mortgages, Risk Management, Finance, Insurance, Financial Analysis, Credit Risk, Commercial Mortgages, ACH, Loan Servicing, Investments, Credit Cards, Financial Institutions, Financial Services, Cash Management, Retail Banking, Refinance, Strategic Planning
Education
Fairleigh Dickinson University 1985 — 1987
MBA, Management
Montclair State University 1977 — 1980
BA, Sociology
Bank of America 2012 - Present
Exit 2007 - 2009
Skills
Real Estate, Investment Properties, Customer Service, FHA, Business Analysis, Process Improvement, First Time Home Buyers, Foreclosures, Microsoft Excel, Recruiting, Spanish, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America January 2012 - Present
New Jersey Manufacturers Insurance Companies May 2011 - January 2012
Prudential Financial March 2010 - January 2011
Markel June 2009 - March 2010
New York City Department of Health and Mental Hygiene 2009 - 2009
Prudential Financial April 2007 - September 2008
Skills
SSIS, Microsoft SQL Server, SQL, Business Intelligence, Data Warehousing, Databases, ETL, SSRS, T-SQL, Oracle, Business Analysis, Visio, PL/SQL, Access, Data Analysis, XML, Troubleshooting, Analysis, Web Services, Database Design
Education
Fairleigh Dickinson University 2002 — 2005
MS, Computer Sciennce
Cadence Bank, N.A. April 2014 - Present
Woodforest National Bank March 2011 - April 2014
Regions Bank May 2008 - December 2010
Bank of America February 2008 - May 2008
Commerce Bank May 2006 - October 2007
Perkins Family Restaurant and Bakery October 2000 - May 2006
Skills
Leadership
Education
Fairleigh Dickinson University
Business Management
Hunterdon Central High School
Raritan Valley Community College
Associates of Science, Business Administration
Bank of America October 2009 - Present
Bank of America April 2005 - Present
Bank of America October 2009 - Present
Hollwood Tans June 2005 - February 2013
Bank of America October 2006 - October 2007
Kessler Sunbelt Distribution September 2003 - April 2005
Kessler Sunbelt Distribution January 2003 - September 2003
Jet Aviation July 2000 - December 2002
Jet Aviation March 1997 - July 2000
Skills
Small Business Lending, Team Building, Banking, Financial Analysis, Credit Analysis, Process Improvement, Risk Management, Loans, Management, Mergers, Commercial Lending, Strategic Planning, Lines Of Credit, Project Management, Credit, Marketing, Business Analysis, Business Development, Capital Markets, Commercial Mortgages, Executive Management, Finance, Financial Modeling, Investments, Leadership, Loan Origination, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Operations Management, Portfolio Management, Small Business, Strategic Financial..., Treasury Management
Education
Fairleigh Dickinson University 1989 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Fairleigh Dickinson University 1989 — 1994
Bachelor of Science (B.S.), Finance, General
SS&C Technologies December 2014 - Present
Cutwater Asset Management December 2011 - January 2014
Legg Mason Asset Management March 2011 - May 2011
Bank of America January 2003 - March 2009
Vector Capital March 2000 - January 2003
MDSass Investor Services, Inc January 1998 - March 2000
Chase & MDSass Partners October 1995 - January 1998
Skills
Risk Management, Research, Investments, Hedge Funds, Bloomberg, Derivatives, Asset Managment, Financial Modeling, Valuation, Fixed Income, Equities, Financial Analysis, Portfolio Management, Investment Banking, Series 7, Bonds
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Economics
JPMorgan Chase & Co. May 2015 - Present
Deutsche Bank October 2013 - May 2015
Scotia Capital September 2010 - October 2013
Bank of America December 2006 - September 2010
Merrill Lynch July 2006 - November 2006
United Phosphorus Ltd July 2002 - June 2005
Polyset plastics Pvt Ltd August 1999 - July 2000
Skills
Corporate Finance, Credit Derivatives, Fixed Income, Derivatives, Trading, Swaps, Equities, Back Office, Capital Markets, Rates, Bloomberg, Equity Derivatives, VBA, Market Risk, Interest Rate..., Bonds, FX Options, Middle Office, Structured Products, Product Control, Options, Trading Systems, Prime Brokerage, Interest Rate Swaps, Hedge Funds, Investment Banking
Education
Fairleigh Dickinson University 2005 — 2007
MS, Accounting, GPA3.72
Fairleigh Dickinson University 2005 — 2007
Post MBA, International Business, GPA 3.83
South Gujarat University 2000 — 2002
MBA, Finance, Goldmedalist at state level
South Gujarat University 1995 — 1999
Bachelor of Engineering, Electronics with Computers, 1st class
Fisher Investments 2008 - Present
Champion Manufacturing, Inc. 2002 - 2005
Pleasant Home Mortgage Company, Inc. 1993 - 2002
Bank of America 1988 - 1993
JPMorgan Chase 1983 - 1988
Education
Fairleigh Dickinson University
BS, Marketing
Bank of America October 2010 - Present
Fairfield County Bank September 2005 - September 2010
Bank of America February 2004 - September 2005
citibank September 1996 - September 2004
Education
Fairfield University 1982 — 1986
ba, political science
Bank of America Merrill Lynch July 2014 - Present
Bank of America February 2008 - July 2014
Skills
Credit, Banking, Loans, Customer Service, Risk Management, Finance, Retail Banking, Cash Management, Relationship Management, Financial Risk, Branch Management, Cross Selling, Financial Services, Operational Risk, Operational Risk..., Analysis, Critical Thinking, Strategic Thinking, Building Effective..., Team Management, Cross Functional Team..., Development of Strategy, Handle Multiple...
Education
Fairleigh Dickinson University 2009 — 2012
Master of Business Administration (MBA), Finance
None February 2013 - November 2013
Bankers' Bank Northeast January 2012 - December 2012
NJBankers November 2010 - April 2011
N/A 2011 - 2011
Bank of America September 1984 - October 2010
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Cash Management, Securities, Credit Analysis, Loans, Mortgage Lending, Leadership, Credit, Treasury Management, Due Diligence, Small Business Lending, Mergers & Acquisitions, Business Development, Finance, Retail Banking, Lines Of Credit, Risk Management, Financial Analysis, CRM, Investments, Credit Risk, Financial Risk, Management, Portfolio Management, Consumer Lending, Financial Services, Commercial Mortgages, Mortgage Banking, Loan Origination, Executive Management, Underwriting, Asset Based Lending, Funding, Financial Institutions, Internet Banking, Financial Structuring, Capital Markets, Structured Finance, Credit Cards, Treasury Services
Education
ABA Nat. Comm. Lending Graduate School at Univ. of Okla. 1989 — 1991
Graduate Lending Degree, Commercial Lending
Stonier Graduate School of Banking at Rutgers State Univ. 1982 — 1984
Granduate Banking Degree, Banking and Finance
Fairleigh Dickinson University 1967 — 1971
BS, Business Admin. & Management
Kent State University 1966 — 1967
None, Architecture
JPMorgan Chase & Co January 2007 - Present
Bank of America May 2005 - December 2007
Bank of America May 2005 - January 2007
Valley National Bank May 2001 - May 2005
Valley National Bank May 2001 - May 2005
Skills
Internal relationship..., Recruiting and hiring..., Human resources..., Sales and operations..., Business development..., Profit and loss..., Industry compliance..., Change management, Proficient in Microsoft..., PeopleSoft scheduling...
Education
Fairleigh Dickinson University 2001 — 2010
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Fairleigh Dickenson University
M.B.A, Human Resources Management
Fairleigh Dickinson University 2001 — 2005
Bachelor of Science (B.Sc.), Business Management
Fairleigh Dickenson University
B.S, Business Management
Robert Half International May 2013 - Present
Beal Bank July 2012 - March 2013
Doreen Edgar September 1987 - 2013
Bank of America October 2010 - July 2012
Wyndham Worldwide May 2005 - September 2010
Cendant November 2004 - May 2005
Skills
Piano, Music, Teaching, Theatre, Forecasting, Financial Analysis, Revenue Analysis, Customer Satisfaction, Customer Service, Microsoft Excel, Outlook, Leadership, Management
Education
Fairleigh Dickinson University 2005 — 2008
Master of Science (MS), Hospitality Administration/Management
SUNY Purchase 1982 — 1987
Bachelor of Fine Arts (BFA), Music Performance, Piano
Bank of America 2008 - Present
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Estate Planning, Fixed Income, Securities, Wealth Management..., Financial Services, Series 66, Equities, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Management, 401k Rollovers, Trading, High Net Worth..., Financial Modeling, Relationship Management, Credit, 401k, IRAs, Banking, Cash Management, Retirement Plan..., Finance, Financial Analysis, Office Administration, Employee Training, Public Relations, Human Resources, Budgets, Coaching, Financial Advisory, Retirement, FINRA, Investment Management, Mortgage Lending, Analysis, Business Analysis, Funding, Client Services, Consumer Lending, Wealth, Personal Financial...
Education
Fairleigh Dickinson University 2005 — 2007
Cfp, Certified financial planning
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Berkeley College-New York 1997 — 2000
Bachelor of Business Administration (B.B.A.), International Business
The Salvation Army August 2013 - Present
The Provident Bank September 2009 - September 2013
Bank of America January 2008 - August 2009
Education
Fairleigh Dickinson University 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Fairleigh Dickinson University – Vancouver 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Pontificia Universidad Católica de Chile 2002 — 2009
Sun National Bank October 2011 - Present
Bank of America April 2008 - October 2011
Wells Fargo January 2006 - April 2008
Education
Fairleigh Dickinson University 1999 — 2001
Bachelor of Science (BS), Economics/Finance
Bank of America August 2015 - Present
HSBC Global Banking and Markets February 2010 - July 2015
BankAsiana February 2008 - August 2009
CNBC January 2007 - May 2007
Education
Fairleigh Dickinson University 2005 — 2008
Bachelor of Science (BS), Accounting and Business/Management